• Planning and Scheduling Workbenches Change Summary
•  About This Course
  • Course Description
  •  Using this Guide with Training Videos on Learning Portal
    • Accessing the Training Videos
    • Loading Data for Training Sessions
  • List of Courses
  • Audience
  •  Additional Resources
    • QAD Learning Center
    • QAD Document Library
    • QAD Support
  •  Before You Run the Workbenches
    • Setting Repetitive Control Fields
    • Enabling the Workbenches
    • Synchronizing Resource Tables
  •  Things You Should Know About This Guide
    • Colors in the Workbenches
    • Navigating through Data in the Workbenches
    • Questions in the Training Guide
•  Overview: Changes in Paradigms
  • Changes in Paradigm
  •  Topics
    • Business Considerations
  •  New Terms
    • New Terms
    • Production Order
    • Production Order Type
    • Resource
  •  Schedule a Repetitive Item Multiple Times per Day Section
    • Schedule a Repetitive Item Multiple Times per Day
    • Solution Approach
  •  Manage Repetitive Order Details Section
    • Manage Repetitive Order Details
  •  Schedule Discrete Orders on Production Lines Section
    • Schedule Discrete Orders on Production Lines
    • Schedule Discrete Order on Production Line: Solution Approach
    • Solution Approach
    • Value
  •  Schedule Discrete, Kanban, and Repetitive on a Shared Resource Section
    • Schedule Discrete, Kanban, and Repetitive on a Shared Resource
    • Solution Approach
  •  Track Performance To Schedule Section
    • Track Performance To Schedule
    • Track Performance to Schedule: Solution Approach
•  Getting Familiar with MSW
  • Overview
  • Topics Covered
  •  MSW Framework Introduction Section
    • MSW Framework Introduction
    • PSW Workbench Framework
    • Workbench Framework Introduction: Components
  •  Retrieve Scheduling Data Section
    • Selection Criteria
    • Basic Rules
    • Selection Criteria and Performance
    • System Setup Considerations
    • System Setup Considerations: Grouping Resources
  •  Review Scheduling Data Section
    • Primary Grid Set
  •  Hands-On Lesson Section
    • Exercise 1: Enter Search Criteria and Review Data Results
  •  Review Supporting Data Section
    • Demand Details
    • Inventory Details
    • Item Planning
    • Production Order Maintenance
  •  Drill Into Supporting Data Section
    • Demonstration
  •  Target Data with the Navigator Section
    • Demonstration1
    • Demonstration (Continued)
    • Demonstration (Continued)
  •  Filter and Sort Data Section
    • Sort on the Schedule Grid
    • Sort on the Schedule Grid (Continued)
    • Sort on the Schedule Grid (Continued)
    • Sort on Item Attributes
    • Filter on the Schedule Grid
  •  Hands-On Lesson Section
    • Exercise 2: Use the Navigator Panel to Drive Content
    • Exercise 3: Use Basic and Advanced Filters to Find Data
  •  Manage the UI Section
    • Manage the UI
  •  Monitor Size Section
    • Monitor Size
  •  General Housekeeping Section
    • General Housekeeping
  •  Add/Remove Fields Section
    • Add/Remove Fields
  •  Create View Section
    • Create Views
    • Create Views Example
    • Auto-Hide to Maximize Screen Real Estate
    • Save Views
    • Current Limitations
  •  Hands-On Lesson Section
    • Exercise 4: Personalize Your UI
    • Exercise 5: Select and Apply Additional View Personalizations
  •  Other Topic Section
    • Other Topics
    • Adding User-Defined Fields
•  Create a Master Schedule
  • Overview
  • Topics Covered
  •  Process Overview: Business Objectives
    • Comparing Current Process to QAD EA 2010.1 Process
    • Comparing Current to 2010.1 Process (Continued)
    • Process Map
    • MSW Process
  •  Scheduling Horizon Section
    • Concept Example 1
    • Concept Example 2
    • Concept: Key Terms
    • Determine Horizon
    • Setup
    • Future Horizon Versus Scheduling Horizon
  •  Identify Production Items with Supply Shortages Section
    • Identify Production Items with Supply Shortages
    • UI Visual Indicators
    • Demo Example 1
    • Demo Example 2
  •  Supply/Demand Panel Section
    • Supply/Demand Panel
    • Overview
    • Overview (Continued)
  •  Modify Demand Sources Section
    • Modify Demand Sources
    • Modify Demand Sources
    • Modify Demand Sources: Excluding Forecast
  •  Other Related Topics Section
    • Other Related Topics
  •  Hands-On Lesson Section
    • Exercise 1: Identify Items with Shortages
  •  Schedule Production Orders Section
    • Schedule Production Orders
  •  Modify Production Order Section
    • Firm a Production Order
    • Firm a Production Order (Continued)
    • Modify Production Order Quantity
  •  Create Production Order Quantity Section
    • Create a Production Order Quantity
  •  Auto-Firm Process Section
    • Overview
    • Solution Approach
    • Illustration Flow
    • Exception Illustration
  •  Production Order Types Section
    • Determine a Production Order Type
    • Determine a Production Order Maintenance
    • Convert a Production Order Type
  •  Other Related Topics Section
    • Other Topics
  •  Hands-On Lesson Section
    • Exercise 2: Resolve Supply Shortages
  •  Manage Resource Capacity Topics Section
    • Topics
  •  Read the Capacity Panel Section
    • Read the Capacity Panel
    • Read the Capacity Panel: Calculations
    • Calculated Required Capacity
    • Remaining Capacity
    • Remaining Capacity (Continued)
    • Compare Calculations
  •  Calendar Exceptions Section
    • Before and After Changes
  •  View Capacity Trends Section
    • Introduction
    • Introduction (Continued)
    • View Capacity Trends: Solutions
    • Capacity Setup Section
    • Resource Capacity Hierarchy
    • Capacity Setup
    • Other Related Topics
    • Other Topics
  •  Hands-On Lesson Section
    • Exercise 3: Review and Manage Resource Capacity
    • Exercise 4: Compare and Contrast Capacity Calculation Methods
  • Exercise 5: Basic Scheduling
•  Getting Familiar with PSW
  • Overview
  • Topics Covered
  •  Framework Introduction Section
    • Framework Introduction
    • Components (Demonstration)
    • Components Demonstration (Continued)
    • Retrieve Scheduling Data Section
    • Retrieve Scheduling Data: Selection Criteria
    • Basic Rules
    • System Setup Considerations
    • System Setup Considerations (Continued)
  •  Review Scheduling Data Section
    • Review Scheduling Data: Sequence Grid
    • Production Order Browse
    • Production Order Browse (Continued)
  •  Review Supporting Data Section
    • Review Supporting Data: Item Details
    • Production Order Maintenance
  •  Introduction to Capacity Section
    • Introduction to Capacity
    • Introduction to Capacity (Continued)
    • Introduction to Capacity (Continued)
  •  Target Data with Navigator Section
    • Target Data with Navigator: Demonstration
    • Target Data with Navigator (Continued)
    • Target Data with Navigator: Demonstration (Continued)
    • Target Data with Navigator: PSW
    • Demonstration PSW (Continued)
  • Filter and Sort Data Section
  •  Sequence Grid and Production Order Browse
    • Filter and Sort: Production Order Browse Demonstration
  •  Hands-On Lesson Section
    • Exercise 1: Enter Search Selection Criteria and Review Results
    • Exercise 2: Capacity Calculations, Navigator Panel, and Data
  •  Manage the UI
    • Manage the UI: Overview
  •  Monitor Size Section
    • Monitor Size
  •  Add or Remove Fields
    • Add or Remove Fields
  •  Create Views
    • Create Views
    • Views
    • Create Views: Example
  •  Save Your View
    • Dual-Monitor View
    • Dual-Monitor View
    • Other Topics
  •  Hands-On Lesson Section
    • Exercise 3: Personalize Your PSW UI
•  Create a Production Schedule
  •  Create a Production Schedule
    • Topics Covered
  •  Overview Section
    • Solution Components
    • Business Objectives and Needs
    • Production Scheduling Flow Today
    • Comparing to Prior to QAD EA 2010.1 Process
    • Process Overview
    • Business Process Steps
  •  Scheduling by Release Versus Due Date Section
    • Approaches to Production Scheduling
    • Scheduling by Release Date Versus Due Dates
    • Scheduling By Release Versus Due Dates: BOM Levels
    • Scheduling by Release Versus Due Date: Example
    • Scheduling by Release Versus Due Dates: Calculations
  •  Define Sequencing Horizon Section
    • Determine Sequencing Horizon
    • Determine Your Sequencing Horizon
    • Production Order Scheduling
    • Schedule By Release Date Section
    • Business Objectives
    • Modify Order Release Date
    • Define the Production Order Sequence
    • Locating Orders with Similar Attributes
  •  Hands-On Lesson Section
    • Exercise 1: Sequencing Production Orders within a Release Date
  •  Schedule By Shift Section
    • Business Objectives
    • Business Objective and Approach
    • Business Considerations
    • PSW Shift Structure
    • Shift Structure Setup
    • Shift Structure Setup (Continued)
    • Shift Structure Display
  •  Hands-On Lesson Section
    • Exercise 2: Scheduling Orders within a Release Date and Shift
  •  Scheduling by Multi-Resource Section
    • Business Objectives
    • Business Objective and Approach
    • Business Considerations
    • Understanding Item/Resource Relationships
    • Understanding Item/Resource Relationships (Continued)
    • Process Flow
    • Setup: Capacity
    • Setup Capacity (Continued)
    • Setup Resource Groups for All Scheduling Levels
    • PSW Example Basic
    • PSW Example Advanced
    • MSW Example
  •  Hands-On Lesson Section
    • Exercise 3: Items Scheduled on Multiple Resources
  •  Split Production Order Section
    • Split Production Order
    • Split Production Order: Solution Approach
    • Standard Split Function
  •  Anchor Order Due Date Section
    • Anchor Order Due Date
    • Solution Approach
  •  Hands-On Lesson Section
    • Exercise 4: Split an Order and Anchor the Order Due Date
  • Other Related Topics Section
•  Release Orders to Production
  •  Overview
    • Topics Covered
  •  Overview Section
    • Solution Components
    • Business Process Steps
    • Business Objectives/Needs
    • Authorizing and Releasing Production Orders: Approach
  •  Authorize Release to Production Section
    • Process Overview: Comparison
    • Discrete Production Orders: Authorize Orders
    • Authorize Orders (Continued)
  •  Dispatch Orders Section
    • Process Overview: Comparison
    • Dispatch Orders
    • Dispatch Orders (Continued)
  •  Hands-On Lesson Section
    • Exercise 1: Release Discrete Orders to the Shop Floor
  •  Authorize Production Section
    • Authorize Production: Repetitive Process
    • Authorize Orders
  •  Dispatch Orders Section
    • Process Overview: Comparison
    • Repetitive Production Orders: Dispatch Orders
    • Dispatch Orders (Continued)
    • Dispatch Orders: Solution
  •  Hands-On Lesson Section
    • Exercise 2: Release Repetitive Orders to the Shop Floor
  •  Other Related Topics Section
    • Other Related Topics
•  Monitor Production
  •  Overview
    • Topics Covered
  •  Overview Section
    • Solution Components
    • Process Overview: Monitoring Costs
    • Business Process Steps
    • Business Objectives/Needs
  •  Visualize Completions to Schedule: Basic Rules
    • Basic Rules
    • Process Overview: Comparison
    • Process Overview: Comparison (Continued)
    • Visualize Production Completions
  •  Discrete Section
    • Process Overview: Comparison
    • Solution Approach
  •  Repetitive Section
    • Process Overview: Comparison
    • Repetitive - Solution Approach
    • Solution Approach (Continued)
  •  Manage Orders Section
    • Manage Orders
  •  Hands-On Lesson Section
    • Exercise 1: Monitor Production Activity
  •  Other Related Topics Section
    • Other Related Topics