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Release Notes for Version EE 2010.1
Planning and Scheduling Workbenches version: 3.3.1.1
QAD Enterprise Edition: 2010.1
Release Date: June 2011
Prerequisites:
2010.1EE release installed, including the Planning and Scheduling Workbenches that have an active Maintenance license
NET UI 2.9.2 or .Net 2.9.3 installed
Progress OpenEdge 10.2B
Currently active QAD Maintenance license
You obtain the Maintenance license key through the following Web site:
In the Web URL, click the Generate License Key button to generate a license key, then follow the prompts to generate the license key. Once you select the Accept key, the system generates the key, displaying it on the Web URL screen, and e-mails the license key to you.
Once you obtain the license key, you must register the Maintenance license with the system through License Registration (36.16.10.1).
If you attempt to run either the MSW or PSW and you do not have an active Maintenance license, the system displays an error message. The system displays a warning if the active Maintenance license is close to the license expiration date.
Important: Because the Planning and Scheduling Workbenches are powerful tools that summarize all your demand, supply, and capacity information across your planning/scheduling horizon, you should allocate one processor (core) per production planner/scheduler to prevent performance degradation.
Supported languages: US English, Castilian Spanish, Latin Spanish, Dutch, French, German, Italian, Japanese, Polish, Portuguese (Brazilian), Simplified Chinese, Traditional Chinese, and Korean
User Guide: Planning and Scheduling Workbenches, item 70-3156A; see Finding User Documentation.
Administration Guide: Planning and Scheduling Workbenches, item 70-3155A; see Finding User Documentation.
Install Guide: Planning and Scheduling Workbenches, version 3.3.1.1, item 78-0947A; see Finding User Documentation.
Conversion Information: Planning and Scheduling Workbenches conversion information can be found in Administration Guide: Planning and Scheduling Workbenches.
Planning and Scheduling Workbenches Enhancements
Note: For introduction information on the Planning and Scheduling Workbenches, please refer to the 2010.1 EE release notes. See Finding User Documentation for a link to the 2010.1 EE release notes.
QAD’s Planning and Scheduling Workbenches—which include both a Master Scheduling Workbench (MSW) and a Production Scheduling Workbench (PSW) with integrated component checking capabilities (CAC)—provide planners and schedulers with unprecedented, simultaneous visibility to schedules and all supporting data and enable control and collaboration across the production and materials planning space.
The following Planning and Scheduling Workbenches enhancements are introduced with this 2010.1 EE 3.3.1.1 release.
PSW Forward Consumption
Forward consumption is needed in the PSW when production orders typically run longer than a day. For example, available capacity for today’s release date is eight hours. The same amount of capacity of eight hours is available for tomorrow’s release date. You place Production Order A under today’s release date and the order requires 12 hours to run. The PSW release date for today shows 0 (zero) remaining capacity and four hours of remaining capacity for tomorrow’s release date.
With the new forward capacity logic, you can see the following within the PSW Sequence Grid:
Forward consumed capacity - informs you that a production order released in the past can be completed with future capacity
Prior consumed capacity - informs you that prior released orders are consuming this future release date capacity
Forward remaining capacity - informs you that a production order released in the past can be completed with future capacity
Forward capacity occurs when there is a past due load from orders that were not completed prior to today. New carryover logic pulls the load requirements forward; the PSW Sequence Grid shows you the hours carried over in a new Carry Over column. The system displays the results in a new Cum Remaining column of the PSW Sequence Grid to help you consider this data when building a schedule.
The following graphic depicts the required hours for a production line, including the carry-over hours for each date. You can also see the cumulative remaining hours for each date.

PSW Forward Capacity-Related Columns
Production Order Required Capacity Recalculated
When you change the Production Rate (run rate), the Run Crew, or the Setup Time fields in the Production Order Maintenance Details tab in the workbenches, the system now recalculates the production order required capacity.
Also, when you now modify the Production Rate field value, the system recalculates the production order run time and the required capacity. The calculation for required capacity is:
Run Time + Setup Time
When you modify the Run Crew Size field, the system recalculates the Run Crew Productivity field value, Run Time field value, and the required capacity of the production order.
The new calculation logic is as follows:
The system verifies whether the Enable Run Size field in Production Line Maintenance (18.1.1) is set to activate the run crew size relationship to the run rate. If No, the run crew productivity remains a constant 100%.
If Yes, the system calculates the run crew productivity by calculating the difference between the production line standard run crew size and the modified order run crew size:
Order run crew size minus the production line/item run crew size
Order Release Date Now Based on Actual, Not Planned Values
The workbenches calculate the order release and due date based on actual, not planned, input values for each production order.
Important: The calculations described in this section are only applicable within the workbenches and do not apply to planning/scheduling QAD EE functions outside of the workbenches.
If order release and due date are in the past, the system sets the order release date to today and calculates the due date. If the calculated release date pushes the release date into the past, the system sets the release date to today.
For order release date and due date calculations in the workbenches, the system calculates as follows:
From the order due date, working backward, the system determines the required release date by taking the projected duration and factoring non-working days to determine non-working and working days.
From the order release date, working forward, the system determines the required due date by taking the projected duration and factoring non-working days to determine non-working and working days.
For days prior to history horizon, the system considers all days working days.
New Order Due Date Calculations
If the order due date is in the past, calculating the order due date starts with capacity of today, going forward. If the system calculated the order due date to a date beyond the future horizon, it sets the order due date equal to last day of the future horizon.
Workbenches Planned Capacity
The workbenches now determine the planned capacity of a production line by considering the capacity defined for shifts in Shift Maintenance (18.22.1.22). The capacity defined in Shift Maintenance is always defined as the hours of operation for the production line with 24 hours maximum, regardless of the number of resources the production line represents.
Example: You define the production line capacity in terms of the operating hours within a day, maximum 24 hours. You also define the number of production lines that the system uses to compute the total planned capacity of the production line. The system:
Calculates the planned capacity on the MSW to take the capacity defined in Shift Calendar Maintenance times the number of production lines, defined on the production line header record.
Calculates the planned capacity on the PSW to take the capacity defined in the Shift Calendar Maintenance for each shift times the number of production lines defined on the production line header record.
Adjusts the current computation that calculates the weighted and shift level productivity to consider the number of lines on the production line header record.
For the workbenches, the planned capacity formula is:
Working hours * Number of Lines
Where:
Number of Lines is the number of production lines the system uses to process the production order. The system also uses Number of Lines to calculate the production order duration by dividing the production run time/resources.
Weekly and Monthly Buckets
You can now expand and collapse the Capacity Panel and the MSW Schedule Grid to show capacity and schedule quantities in weekly and monthly buckets. The weekly and monthly buckets are display only, however; no editing can be done.
New Order Duration Calc Method Field in Preferences
You can set a new Order Duration Calc Method field in the Scheduling tab of the Preferences window. The new field lets you set the method to calculate the order duration when the order is firmed, created, and modified (future).
Order Duration Calc Method
Enter the calculation method for duration. The default is MF-LT. You can change the duration calculation method during the scheduling process; the change is effective immediately.
MF-LT: Calculates with manufacturing lead time.
Order Method: Calculates with production line rate (setup and run rate) and line data.
Applying Order Duration
In the workbenches, you now have two ways to apply the projected duration to the production order:
Automatically
Per user action in the workbenches grid
The system applies order duration automatically when:
You modify any field on the work order (quantity, run rate, BOM/routing ID, the status field, and so on).
A production order status is changed from P(lanned) to any other status.
The system uses the method you specify to use for calculations through the Scheduling tab of the Preferences window; see New Order Duration Calc Method Field in Preferences.
When you select an order in the Scheduling Grid, then right-click on the mouse, the system displays the following options:
Calculate release date
Calculate due date
New Columns Visible Area added to Display Preferences
Within the Preferences window in the Options tab, a new Columns Visible area was added to the Display tab.

Columns Visible Area of Display Preferences
You specify Daily, Weekly, and/or Monthly as the increment by which scheduling totals are displayed in the MSW Schedule Grid. When you enter a value in the Schedule Grid, the totals display by the increment you enter in the Display Preferences.
New Fields Added to Production Order Maintenance Details Tab
New fields were added to the Details tab of Production Order Maintenance within the workbenches:
Quantity Open
Run Time (Hrs)
Run Crew Size
Number of Lines
Duration Buffer (Hrs)
Duration Hours
Run Crew Productivity
Projected Duration (Days)
The following topics describe the fields.
Quantity Open
This field is display only and shows the scheduled order quantity that the system uses to calculate the duration of a production order. The system uses this quantity to calculate run time.
Run Time (Hrs)
This field informs you of the amount of run time that is required to produce the production order. When you update the production rate, the system recalculates the run time. It calculates the new required capacity (run time + set up time).
The calculation for run time is:
(Open quantity / Run Rate) * PLP% * RCP%
Where:
RCP% = 1 - ((WO run crew size - PL run crew size) / PL run crew size)
Note: The system only calculates this if you set Enable Run Size to Yes in Production Line Maintenance; otherwise, it is always 100%.
PLP% = Shift productivity % if the order is assigned to a shift, otherwise it is the weighted average %.
Run Crew Size
Enter a number that reflects the size of the run crew. The number affects the order run time. When you update the run crew size, the system recalculates run crew productivity, run time, and required capacity of the production order.
Number Of Lines
Enter the number of resources the system uses to process the production order. The default is 1 (one). The system uses it to calculate the production order duration by dividing the production run time/resources. Changes to this field recalculate duration hours and duration days.
Duration Buffer (Hrs)
Enter the number of hours for the duration buffer. This field also exists in Production Line Maintenance (18.1.1). Changes to this field recalculate duration hours and duration days.
Duration Hours
This field is display only and shows the number of hours for the duration. The workbenches calculate duration hours as:
(Required Capacity / Number Of Lines) + Duration Buffer
QAD EE, however, calculates duration as:
Defaults = MFL-LT for planned orders
The system calculates this planned capacity per delta of order release/due dates for non-planned orders when the orders are pulled into the workbench.
Run Crew Productivity
This field is display only and depicts the percentage of productivity for the run crew.
Projected Duration (Days)
This field is calculated by the system and informs you of the projected number of days it takes to complete a specific work order. The value in this field can be informational only, or the system can apply it to the production order. When you apply the projected duration, the system determines a new order release/due date.
Number of Lines
Duration Buffer (Hrs)
Run Crew
The projected duration in days helps you monitor production activity against the scheduled due date. As the production order is processed and you report against the order (daily), the quantity open reduces; therefore, the required capacity reduces. The Projected Duration reflects the current required capacity for the order, providing a number of projected remaining days the order requires to complete. You can then compare this value to the scheduled due date to validate that the order is on schedule.
Note: You set the Order Duration Calc Method in the Scheduling tab of the Preferences window of the workbenches.
New Fields in Production Line Maintenance
The following new fields were added to Production Line Maintenance (18.1.1.) in QAD EE:
Note: Some fields were previously described in New Fields Added to Production Order Maintenance Details Tab.
Number of Lines
Run Size Enabled
Enter Yes to enable a link between the run crew size and the run rate. When Yes, any modification to the run crew size on the production order causes the system to calculate the run crew productivity value. The default is Yes.
Duration Buffer Hrs. D,H, M,S
Setup
Enter the number of days required to set up the production line for this item. The default is 0 (zero.)
BOM Code
Enter a valid bill of materials (BOM) code for this item.
Editable Run Rate
You can now edit the Run Rate field in the Details tab of Production Order Maintenance within the workbenches. Previously, the field was display only.
Projected On Hand Visual Indicator
The red projected on hand visual indicator in the workbenches depicted when projected on-hand is negative within firm schedule period. In this release, a clarification was added to documentation to note that alternate production lines without orders are not colored for POH. For example, when you have the same item on two production lines, and you schedule quantities on the first production line but not the second line, the system does not display colored schedule grid cells for the second production line.
Addition of PSW Column Selections
You can now add additional columns to the PSW Sequence Grid as well as add or modify column header labels using QAD EE standard label maintenance programs; that is, Label Detail Maintenance (36.4.17.5), Label Master Maintenance (36.4.17.1), and Label Control (36.4.17.24).