Things You Should Know About This Guide
Before you use this training guide, note the following:
• This training guide is accompanied by a set of slides for the instructor if used in a classroom setting, or accompanied by training videos in a self-paced environment. The videos and this training guide include the slides.
In the slides, text is shown within the slides. That text is typically listed below the slide in this training guide. Also, there is additional text that describes aspects of the Planning and Scheduling Workbenches added to this training guide that is not within the slides.
• Text highlighted in green within some of the slides draws your attention to specific areas or data shown with the fields.
• Even though kanban is mentioned in the slides and the training guide, the initial release of the training guide does not discuss actual scheduling of kanban orders; however, additional releases cover more complex topics, including scheduling kanban orders.
• You cannot cut and paste within the Workbenches.
• Normal QAD EA security applies to the workbenches.
• In the exercises and text, the Scheduler ID code is for logical grouping of resources that you want to display simultaneously in the workbenches. This is not same as the Planner ID in QAD EA programs. So, for example, a Scheduler ID can be Group1 that represents resources for a group of products, or a product family.
• When this training guide discusses a shortage, it is a schedule shortage where supply does not meet demand. This term should not be confused with a production shortage.
Colors in the Workbenches
Colors shown within the workbenches are indicators of shortage and other issues. The following table lists the indicators and what they mean.
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Area
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Indicator
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Meaning
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Resource List
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The resource includes one or more items with a potential scheduling problem.
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Required Capacity
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The capacity required.
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Period Available Capacity
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• Period available capacity is less than or equal to 0 for every day prior to this date.
AND
• Required capacity is greater than capacity.
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• Excess capacity for the day is consumed by a future shortage.
• The system consumes excess capacity from a prior day.
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Schedule Grid
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Projected on-hand is less than 0.
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Projected on-hand is less than safety stock value plus seasonal demand.
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Projected On-Hand
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Projected on-hand is negative within firm schedule period.
Alternate production lines without orders are not colored for POH.
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Projected on-hand is less than safety stock plus seasonal demand.
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Various
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Gray text
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More than one order exists for the item.
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Navigating through Data in the Workbenches
To help you navigate through the workbenches, you should keep the following points in mind:
• You can expand and collapse all of the panels—Navigator Panel, Schedule Grid, Capacity Panel, Supply/Demand Panel— in the workbenches. You can also expand the supporting programs in the tabs at the bottom of the workbenches, that is, Production Order Maintenance, Demand Details, and so on.
• You can auto-hide panels by clicking the thumbtack icon. When use auto-hide, the tabs display in white; see the following figure:
• It is sometimes difficult to see certain panels when you first open the workbenches. For example, you typically cannot see Production Order Browse while in the PSW Sequence Grid until you move your cursor to the very far right of the grid, and click the tiny arrow; see the following figure:
• If you double click the Production Order Maintenance tab, the system moves the Production Order Maintenance program to the top of the workbenches. Double-clicking it again returns it to the bottom portion of the workbenches.
• You can toggle on the data in a column. Click the column first to reverse the order of data, then click the column again to return to the original data.
Questions in the Training Guide
Throughout the training guide, questions, prefaced in boldface type, are presented to you. Answers are not provided in this training guide, they are provided through the training videos, though. Occasionally, questions are presented in the training guide to provoke thought or reflection of data results.
