Product documentation
In This Topic
    Graphical Planning & Scheduling Parameters
    In This Topic

    Setup

    The basic setup for the Graphical Planning and Scheduling functionality can be found in:

    Organization Administration> Setup > Graphical Planning

    The forms in this folder are used to configure the behavior of the planning and scheduling functionality. This chapter explains the different settings and options.

     

    Organisation administration > Setup > Graphical planning > Schedule parameters

    When the form is opened the first time, the default setup is loaded automatically. Depending on the active GPS modules, some parameter fields might be hidden.

    Field Description Remark
    General

    GPS modules setup

    Displays the active GPS modules

    Enable auto refresh

    Periodic automatic refresh of the Scheduling overview

    Scheduling

    Schedule starttime

    Time of day to start the schedule

    Calendar endtime

    Time of day to end the schedule

    Scheduling on non-applicable resources

    Planning - Project

    Budget model

    Forecast model

    Selects a budget model. The budget model selected should also be used in the production orders and/or the project activities. Only orders/activities scheduled against this budget model are visualized.

    Scheduling direction

    Default scheduling direction

    Planning forward schedules from a start date forward. (The standard for work centers / service with assignments that take only one day).  Backward counts back starting at the date the assignment has to be finishedThis parameter will be used as the standard by posting an assignment as "planned"

    Planning - Production

    Finite capacity

    Plan a job only when there is free capacity on a resource

    This checkbox generally enables/disables finite capacity scheduling. (As a parameter to the D365FO scheduling engine). All rescheduling actions are performed with this setting. When scheduling with "finite capacity", a task will be moved to a "free" time slot. There it might not end up to be scheduled on the exact point in time it was dropped!

    Move reservations

    Move existing reservations backwards

    E.g. if the user plans a job between two adjacent jobs, the last job will be moved backwards. During a drop of a production order, all tasks on the target work center with an end date greater than the drop date/time are scheduled "Forward from previous job" with preservation of the scheduling order.

    Schedule references

    Schedule sub-production orders, must be completed before starting main production order

    Synchronize references

    Synchronize start time of production order in relation to end time of sub-production orders

    Finite property

    Take into account finite properties of resources, defined on the calendar

    Finite material

    Suppress standard production color

    Use the color of the order type instead of the random color per production order

    Advised setup: yes

    Colors

    Non-supported capacity color

    If any capacity reservation exists, for which the related GPS module is not active

    Default calendar color

    Background color of the default calendar

    Color selection

    Planned orders - Unprocessed

    MRP orders with status Unprocessed

    Top line color

    Planned orders - Approved 

    MRP orders with status Approved

    Top line color

    Production orders - Scheduled

    Production orders with status Scheduled

    Top line color

    Production orders - Released

    Production orders with status Released

    Top line color

    Production orders - Started 

    Production orders with status Started

    Top line color

    Production orders - Reported as finished

    Production orders with status Reported as finished

    These capacity reservations are generally deleted upon RAF

    Production orders - Ended

    Production orders with status Ended

    These capacity reservations are generally deleted upon RAF

    Order type - Leave and absence

    Absence hours

    Bar color

    Order type - Project

    Capacity reserved for projects

    Bar color

    Order type - Planned order

    Capacity reserved for MRP planned orders

    Bar color

    Order type - Production orders

    Capacity reserved for production orders

    Bar color

    Shadow

    Weekdays

    Week days with a shadow on the calendar color in the scheduling overview 

    E.g. switch on Saturday and Sunday

    Number sequences

    Transaction ID for Leave and absence

    Grouping ID