MSW General Procedure

Before you begin, you should have set fields in Options under the Preferences pull-down menu; this includes setting history/future horizon, scheduling total options, and other scheduling options.

There are many different ways to access resource and scheduling data within MSW, and many different functions that you can perform using the data for a master schedule. The following provides instructions that tell you how you can leverage the MSW for master scheduling purposes using key information in the MSW:

1 From the Search Grid, select Scheduler ID for the first field, equals to in the operator search field, then your user ID in the third search field.

Note: Scheduler ID is a method to group resources. This is not the same as the Planner or Scheduler ID within QAD EE programs.

The system displays resources and items related to the Scheduler ID. The system retrieves all transactional, demand, and supply records for items with dates that also match the History and Future Horizon values that you set in Options.

2 From the Views pull-down menu, select Save or Save As to save the view. If you select Save As, name your view, then save the view.

In the Scheduling Grid, items with scheduling issues have the item number field colored red or yellow depending on the issue at hand.

• Locate resources that have items with negative POH for every item with supply/demand within the scheduling horizon. The system reveals a visual indicator showing that one or more items on the resource have POH issues.

• Locate resources that have items with safety-stock issues within the scheduling horizon.

• Locate completed scheduled quantities and open scheduled quantities.

• Consider both static data and transactional data pertaining to the item. View any of the supporting data in the Supply/Demand Panel and view other details in the secondary tabs/browses, such as production orders, item planning, demand details, action messages, calendar exceptions and so on

The Capacity Panel displays visual indicators for period available capacity issues through the scheduling horizon. If the daily required capacity is greater than planned capacity for a given day, the daily required capacity field for that day is highlighted in yellow. If the period available capacity is less than zero for a given day, that day is highlighted in red.

If the capacity is insufficient for the primary resource an item is produced on and you have set up alternate production lines for the item, you can assign the item to an alternate production line in Production Line Maintenance (18.1.1). You can select the alternate production line or work center from the Resource Panel when you select the Site in the Resource Panel.

You can adjust capacity, for example, through the Calendar Exception tab in the Workbenches. You can also use QAD EE menus to add or subtract workday hours as needed for a work center. You can adjust the required capacity by modifying order due dates.

• Changing the quantity of items in the daily buckets in the right side of the Schedule Grid. When there is more than one production order behind a cell in the Schedule Grid, that cell’s quantity displays in gray text, indicating that the cell cannot be directly updated. In this case, you can modify the quantities related to the cell using the Production Order Maintenance tab.

• Retrieving the production order in Production Order Maintenance within MSW, then modifying the quantity, dates, or status of the order.