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  •     QAD Glossary

  • Planning and Scheduling Workbenches
    Successful planning and scheduling deals with analysis, review, and manipulation of all data that impacts production departments, work centers, production lines, machines, production orders, and other related resources of the manufacturing process. It also requires complex calculations that are immediately applied to production plans, schedules, or any supporting data. More importantly, it requires immediate display of calculation results, especially when planning or scheduling issues arise as a result of the calculations.
    Before, the planning and scheduling processes in most ERP systems was an iterative process. That is, planners and schedulers typically ran MRP; determined changes to the master schedule, then made updates; ran CRP to verify a balanced capacity; adjusted the master schedule for capacity issues; re-ran MRP to calculate materials; then, repeated this process for BOM lower levels. These steps are time consuming, and therefore, not feasible for today's fast-paced and dynamic manufacturing environments.
    QAD has now introduced a new planning and scheduling toolset that integrates the master and production scheduling processes into a single application, synchronizing the scheduling analysis and actions into a unified, fluid motion. The toolset includes all relevant data for making intelligent planning and scheduling decisions. This is an entirely new solution that lets you effectively and efficiently create a master and/or production schedule from a single view, whether you are in a discrete, repetitive, or mixed-mode environment.
    The Planning and Scheduling Workbenches were developed using QAD’s .NET UI architecture. The toolset provides the following:
    Master Scheduling Workbench (MSW)
    Production Scheduling Workbench (PSW)
    Integrated component check capabilities
    Several QAD Standard Edition (SE) programs and browses that provide supporting information
    The flexibility to modify and configure virtually every aspect of the UI to reflect the needs of each application user in your organization
    MSW and PSW features let you build plans and schedules in less time, meeting customer demands while at the same time optimizing the shop floor. Creating a schedule is only one part of the equation, though, as material availability determines if the schedule can execute. For this reason, several integrated material shortage-monitoring features are also available to help you make realistic and intelligent planning and scheduling decisions.
    Master Scheduling Workbench (MSW)
    The MSW increases master scheduling effectiveness by letting you simulate and commit scheduling changes, factoring demand, supply, capacity (inventory and production orders are supply), and MRP data from several QAD SE programs in a single workbench.
    Note: Production orders are all orders associated with production-production lines, work centers, or other production areas-including discrete orders and repetitive scheduled orders.
    You can use the MSW to interact with production line and work center schedules and make changes where necessary. Within MSW, you can update the production order status, as well as release, create, or close production orders, while considering all supply, demand, and capacity sources from the single workbench. You can also identify items with demand issues, and check component availability for each production order to be released.
    User-configurable parameters control the number of days that you are in control of the schedule as opposed to MRP control. You can also set the number of future and historical days to which you want visibility to your production data in the MSW.
    Event-based color coding lets you easily identify areas of concern. You can review and manipulate schedule and production order data. Once satisfied, saving your schedule creates firm repetitive production schedules or revised and new production orders in QAD SE applications. The following graphic depicts the MSW.
    Note: While QAD currently supports scheduling at the work center level, operational-based scheduling is not supported until the next product version; therefore, there are some limitations. Contact your QAD representative to discuss the limitations and the advised approach.

    Production Scheduling Workbench (PSW)
    Once you generate a master production schedule, you may need to refine the schedule for the shop floor to drive shop floor execution. This near-term scheduling and optimization is often referred to as production scheduling. The goal is to optimize shop floor efficiency by scheduling and sequencing production orders that have like attributes together, reducing machine setups and maximizing labor utilization.
    Some companies run a single production order over several days, while others run multiple production orders within a single day. Further, some companies define a production sequence/priority by shift to monitor shift performance or to ensure that products are available for a specific shipment time. The PSW lets you schedule discrete and repetitive production orders on production lines. You can schedule, sequencing items within a day and shift.
    Note: The PSW does not currently support scheduling work centers.
    The following graphic depicts the PSW.

    Component Availability Check (CAC)
    The MSW and PSW provide for integrated component checking capabilities, which enable you to verify that materials are available to meet your plan and/or schedule. This is particularly crucial if you have material constraints and want to ensure that materials are available before you release production orders to the shop floor. The following graphic depicts the Component Status column within the PSW.

    Component Status
    Programs with Supporting Schedule Data
    When the MSW or PSW identify a potential problem in the plan or schedule, you can use supporting programs provided in the form of tabs to help you find the cause of the problem. Supporting tabs shared between both workbenches include:
    Production Order Maintenance
    Production Order Maintenance lets you view individual item production order supply records for items that display in the MSW Schedule Grid or PSW Sequence Grid. You can view, monitor, and interact with all elements of a production order, such as changing the setup time or routing codes, or adding special instructions.
    Demand Details
    When you make selections in the MSW or PSW, the Demand Details tab reflects demand data for your selection. This helps you determine whether the item supply is related to actual customer demand, forecast demand, or other types of demand, such as safety stock demand. This information is useful, for example, when capacity is at a maximum for the day or when materials are not available.
    Inventory Details
    The Inventory Details tab displays the item number, site, quantity on hand, inventory master data, location, lot/serial, status, expiration date, and the date created.
    Calendar Exception
    Occasionally, exceptions to production line capacity can occur; for example, overtime and machine downtime. When you set up shifts in QAD SE programs, you can enter exceptions to the normal operating hours by entering an adjustment in the Calendar Exception tab. The adjusted information is displayed and is maintainable in the Calendar Exception tab within the MSW/PSW.
    Action Messages
    The Action Messages tab displays MRP-generated actions.
    Item Master
    The Item Master tab provides critical planning and scheduling information through a browse of active fields. The frame lets you view/manage items on multiple resources at once.
    Item Planning
    The Item Planning tab displays item master/planning details for a selected item. At any point during the scheduling process, you can refer to the Item Planning tab to find information to identify lead time, order quantity, and so on. If an item-site record exists, planning data from item-site record display for the selected item-site record.
    Shortage Report
    An additional tab in the planning and scheduling toolset provides a summarized view of all material shortages that impact the production plan. You can use this global view for multiple uses, such as printing it as a materials shortage list for material expediting or to identify a list or production orders to be rescheduled to adjust for the material shortage.
    PSW shows the Shortage Report tab as well as the tabs for other supporting programs and data.
    You must have an active Maintenance license, registered through QAD SE License Registration (, before you can access the MSW or PSW. If you do not have an active Maintenance license, the system displays an error message when you attempt to access the workbenches. The system displays a warning if the active Maintenance license is close to the license expiration date. Refer to Administration Guide: Planning and Scheduling Workbench for more information on registering the license key.