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 |