ED8930905
90521-905-9212-583702
9.05.702
Revision: March 14, 2013 1:01 a.m.
Total pages: 52
course.ditaval
Advanced Planning and Scheduling (APS) Contents
Contents
Advanced Planning and Scheduling (APS) Course...............................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7
Workshop Constraints..............................................................................................................................7
Overview.................................................................................................................................8
Application Setup...................................................................................................................9
Resource Group Maintenance........................................................................................................................10
Workshop - Create Resource Groups......................................................................................................11
Create Furnace Resources................................................................................................................12
Create a Green Team Resource Group.............................................................................................13
Create a Green Team Member Resource..........................................................................................14
Operation Maintenance.................................................................................................................................15
Workshop - Create an Operation............................................................................................................15
Capability Maintenance.................................................................................................................................17
Workshop - Create Capabilities...............................................................................................................18
Part Maintenance...........................................................................................................................................21
Workshop - Create Parts.........................................................................................................................21
Daily Processing....................................................................................................................24
Job Scheduling...............................................................................................................................................25
Workshop - Multi Resource Job..............................................................................................................26
Create Multi Resource Job...............................................................................................................26
Engineer and Schedule the Job........................................................................................................27
View Scheduled Job Results.............................................................................................................27
Workshop - Resource Capability.............................................................................................................28
Enter the First Sales Order................................................................................................................28
Enter the Second Sales Order...........................................................................................................29
Create Job for Dalton Manufacturing..............................................................................................29
Create Job for Barriston Engineering................................................................................................31
Review Scheduling Results...............................................................................................................33
Capable to Promise........................................................................................................................................33
Workshop - Capable to Promise..............................................................................................................36
Review Part PAA-200-ML.................................................................................................................36
Enter a Sales Order..........................................................................................................................37
Determine the Promise Date and Generate a Job.............................................................................38
Review the Generated Job...............................................................................................................39
Material Constraints.......................................................................................................................................40
Workshop - Material Constraints............................................................................................................40
Review Part Details..........................................................................................................................40
This course discusses Advanced Planning and Scheduling (APS) and how it incorporates the strength of the
scheduling engine and enhances it with advanced functionality. While these features add to scheduling, it may
be necessary to use additional functionality such as multiple constraint scheduling. APS includes a wide range of
additional scheduling methods, visual drag-and-drop scheduling, capability and dependent capability-based
scheduling, real-time capable-to-promise functionality, and advanced material planning functionality.
This course is designed to guide you through the features and added functionality that comes with APS. It focuses
on creating capabilities, working with material constraints, learning capable-to-promise (CTP) and multi-level CTP
functionalities, scheduling capabilities and multiple resources on jobs, and using multiple research tools to view
the scheduling results. Such tools include scheduling boards and load graphs. The learning objectives will be
accomplished through presentation and workshops.
Upon successful completion of this course, you will be able to:
Identify the functionality available with the Advanced Planning and Scheduling module.
Understand capabilities and their use.
Establish the use of material constraints and view how it affects job scheduling.
Establish the use of capable-to-promise and multi-level CTP functionalities.
Understand how multiple resources are used.
Initialize and view Resource Schedule Load graphs.
Generate and review scheduling reports.
Read this topic for information you should know in order to successfully complete this course.
Audience
Prerequisites
In order to complete the workshops in this course, all necessary modules must be licensed and operating in your
training environment. For more information on the modules available, contact your Epicor Customer Account
Manager at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained
in other valuable courses.
Scheduling Course - This course introduces the theory of scheduling and the use of the scheduling tools in
the Epicor application. The objective is to provide a foundation using the application to achieve realistic
production schedules and load estimates that can be used to help control the shop floor and aid in delivery
promises. The Scheduling Course focuses on creating job schedules, computing resource loads, and
communicating this information to stakeholders.
Engineering Course - This course outlines the creation of a new part, engineering of a method of manufacture
(MOM), approval of a method, and creation of a method available for use. Methods can be used in the quoting
process, job entry, or as the basis for a new method.
Recommended Industry Knowledge - Students should have a working knowledge of job scheduling and
capacity planning concepts.
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1. Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2. Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3. From the Main menu, select the company Epicor Education (EPIC06).
Workshop Constraints
All workshops in this course can be performed only once in each instance of a restored (refreshed) database. If
a user has already completed these workshops in the database, the database must be restored (refreshed) before
another user can complete this course.
Overview
An extension of the scheduling process, Advanced Planning and Scheduling (APS) incorporates the strength of
the scheduling engine and adds advanced functionality such as multiple constraint scheduling, a wide range of
scheduling methods, visual drag-and-drop scheduling, capability and dependent capability-based scheduling,
real-time capable-to-promise functionality, and advanced material planning functionality.
Use APS to accomplish the following functions:
Automated Scheduling by Capability
You can define a capability or skill level that can be tied to multiple resources rather than define a resource
group or individual resource in the planning process. The scheduling engine then determines, based on the
available resources, which individual resource to schedule for the operation.
Finite or Infinite Capacity
You can define each resource as either finite or infinite capacity. When a piece of the schedule is moved,
the resource is rescheduled according to its specific type.
Capable to Promise (CTP)
You can determine the date by which a sales order may be promised to the customer. These dates are calculated
for the current order and jobs are created for the demand needed to fulfill the sales order.
Multi-Level CTP
You can determine the date by which a sales order may be promised to the customer. This capability enables
the determination of material availability both at component level and also at finished goods level.
Material Constraints
Using an existing method of manufacturing for a part, you can consider material availability as a scheduling
constraint. Integrated directly with Inventory and Purchasing, the scheduling engine knows when material is
due and schedules it accordingly.
Application Setup
This section of the course reviews the setup of programs that affect the overall usage of Advanced Planning and
Scheduling.
Use Resource Group Maintenance to set up resource groups and resources to be assigned to operations and
used during job entry for scheduling purposes. Each resource group must have at least one resource and is inactive
until a resource is created for it.
Resource groups and resources carry labor and labor burden cost estimates. They define where and how to
perform operations. Resource groups can also be used to build part routings in the Engineering Workbench and
in Quote Entry.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > Setup > Resource Group
Production Management > Job Management > Setup > Resource Group
Production Management > Scheduling > Setup > Resource Group
Sales Management > Configurator Management > Setup > Resource Group
Service Management > Expense Management > Setup > Resource Group
Service Management > Field Service > Setup > Resource Group
Service Management > Maintenance Management > Setup > Resource Group
Service Management > Project Management > Setup > Resource Group
Service Management > Time Management > Setup > Resource Group
For CRM users, the Main Menu appears as:
Customer Relationship Management > Configurator Management > Setup > Resource Group
In this workshop, create two new resource groups. The first resource group is for furnace machines that your
company uses to heat treat metal supporting blocks. The resource group contains three resources (furnaces). The
second resource group contains just one resource used as additional support on an assembly line (Green Team
Member), if necessary. Both resource groups will be used later in the course to explain the resource rescheduling
and resource capability scheduling functionalities.
Navigate to Resource Group Maintenance.
Menu Path: Production Management > Scheduling > Setup > Resource Group
Field Data
Resource Group FUR-XXX
Description Furnace Machines XXX
Department Machining Department
Calendar D5H8
Input Warehouse Main
In Bin 01-01-01
Output Warehouse Receiving Area
Out Bin RCV-1
Production (Costing Burden Rates) 70
Setup (Costing Burden Rates) 70
Production (Quoting Burden Rates) 70
Setup (Quoting Burden Rates) 70
Production (Costing Labor Rates) 15
Setup (Costing Labor Rates) 15
Production (Quoting Labor Rates) 15
Setup (Quoting Labor Rates) 15
4. Click Save.
5. To the Capacity changed, therefore, the 'Generate Shop Capacity Process' will need to be run to
update ShopLoad records. message, click OK.
In this workshop task, add three new furnace resources to the previously created resource group. All three
furnaces have the same daily production capacity of 112 units.
Field Data
Resource 800C-XXX
Description 800C Furnace XXX
Calendar D5H8
Input Warehouse Main
In Bin 01-01-01
Output Warehouse Receiving Area
Out Bin RCV-1
This resource (furnace) can reach the maximum heating temperature of 800C.
5. Click Save.
Field Data
Resource 1000C-XXX
Description 1000C Furnace XXX
Calendar D5H8
Input Warehouse Main
In Bin 01-01-01
Output Warehouse Receiving Area
Out Bin RCV-1
This resource (furnace) can reach the maximum heating temperature of 1000C.
9. Click Save.
11. Enter the following information (where XXX are your initials):
Field Data
Resource 1200C-XXX
Description 1200C Furnace XXX
Calendar D5H8
Input Warehouse Main
In Bin 01-01-01
Output Warehouse Receiving Area
Out Bin RCV-1
This resource (furnace) can reach the maximum heating temperature of 1200C.
14. Remain in Resource Group Maintenance for the next workshop tasks.
Field Data
Resource Group XXX-GRN
Description XXX - Green Team
Department Assembly Department
Calendar D5H8
Input Warehouse Main
In Bin 01-01-01
Output Warehouse Receiving Area
Out Bin RCV-1
Production (Costing Burden Rates) 50
Setup (Costing Burden Rates) 50
Field Data
Production (Quoting Burden Rates) 50
Setup (Quoting Burden Rates) 50
Production (Costing Labor Rates) 15
Setup (Costing Labor Rates) 15
Production (Quoting Labor Rates) 15
Setup (Quoting Labor Rates) 15
3. Click Save.
4. To the Capacity changed, therefore, the 'Generate Shop Capacity Process' will need to be run to
update ShopLoad records. message, click OK.
Field Data
Resource XXX-GRN
Description XXX - Green Team Member
Calendar D5H8
Input Warehouse Main
In Bin 01-01-01
Output Warehouse Receiving Area
Out Bin RCV-1
5. Click Save.
Operation Maintenance
Use Operation Maintenance to enter procedures that shop employees must perform when working on a job.
Job operations or operation sequences define the sequence of labor steps required to make each part.
Example Drill, Bend, and Cut.
Operations are entered for each part in Opportunity/Quote Entry and Job Entry. They can also be entered as
routing information if you have the Engineering module installed.
Important You must attach specific resources and resource groups to your operations in order to establish
labor and burden rates for the operation. Use the Scheduling Requirements sheets to do this. If you
have the Advanced Planning and Scheduling (APS) license installed, you can also attach capabilities to
your operations.
Note For more information, refer to the Routing Creation and Job Scheduling advanced topics in the
Application Help. For more information on how an operation is costed with respect to the capabilities,
resources, or resource groups that might be attached to it, refer to the Costing Workbench topic in the
Application Help.
Operations can be internal or subcontract operations. Internal operations track the hours and costs for all
planned and actual labor. Subcontract operations track the movement of parts and costs associated with outside
services.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > Setup > Operation
Production Management > Job Management > Setup > Operation
Production Management > Scheduling > Setup > Operation
Sales Management > Configurator Management > Setup > Operation
Service Management > Project Management > Setup > Operation
For CRM users, the Main Menu appears as:
Customer Relationship Management > Configurator Management > Setup > Operation
In this workshop, enter a new operation for the furnace heat treatment and link it to the Furnace Machines
resource group created previously.
Navigate to Operation Maintenance.
Menu Path: Production Management > Scheduling > Setup > Operation
2. In the Operation field, enter FHT-XXX (where XXX are your initials).
3. In the Description field, enter Furnace Heat Treatment XXX (where XXX are your initials).
5. Click Save.
8. In the Resource Group List grid, right-click in the ResourceGrpID field, and select Open With > Resource
Group Search.
The Resource Group Search window displays.
10. In the Search Results grid, select the resource group created in the Workshop - Create a Resource Group
and click OK.
Capability Maintenance
Use Capability Maintenance to define capabilities that are available within your production facility. For example,
capabilities could be shearing, turning, setting, painting, drilling, and so on. The capability is then associated with
resources for scheduling purposes.
Important The ability to setup Capabilities in the Epicor application is only available if you have the license
for Advanced Planning and Scheduling installed.
Following is a diagram that illustrates the relationship between capabilities and resources/resource groups:
Menu Path
Navigate to this program from the Main Menu:
Production Management > Scheduling > Setup > Capability
In this workshop, create three new capabilities and link them to the previously defined operation, resource group,
and resources. You will associate these capabilities with three furnace resources for scheduling purposes.
Navigate to Capability Maintenance.
Menu Path: Production Management > Scheduling > Setup > Capability
Field Data
Capability 800C-XXX
Description 800C Capability XXX
Operation FHT-XXX
Primary Resource Group FUR-XXX
3. Click Save.
6. In the Resource ID field, enter 800C-XXX and press Tab (where XXX are your initials).
11. Repeat steps 5-10 to add two additional resources (where XXX are your initials):
The 800C-XXX capability includes 3 resources because the 1000C-XXX and 1200C-XXX furnaces can be
also used to heat treat a part which requires the maximum temperature of 800C (where XXX are your
initials).
13. Enter the following information (where XXX are your initials):
Field Data
Capability 1000C-XXX
Description 1000C Capability XXX
Operation FHT-XXX
Primary Resource Group FUR-XXX
17. In the Resource ID field, enter 1000C-XXX and press Tab (where XXX are your initials).
23. In the Resource ID field, enter 1200C-XXX and press Tab (where XXX are your initials).
29. Enter the following information (where XXX are your initials):
Field Data
Capability 1200C-XXX
Description 1200C Capability XXX
Operation FHT-XXX
Primary Resource Group FUR-XXX
33. In the Resource ID field, enter 1200C-XXX and press Tab (where XXX are your initials).
Part Maintenance
Use Part Maintenance to enter or update part information. Parts are either purchased items you use for raw
materials or subassemblies or manufactured items you use to fill sales orders.
Each part record contains crucial data you may need for purchase or production needs. A part record contains
general information such as part number, description, and search criteria. Also, a part record defines inventory
information, which includes unit of measure (UOM) options for sales, purchases, inventory, non-stock classifications,
serial number tracking, and weight values. You also define warehouse and bin information for each part, including
Minimum, Maximum, and Safety Stock quantities. If this part is included in a sales kit, define these parameters
as well.
When you set up a part, all plants within the company can access the part and use it on jobs. You can also select
parts as materials on quote, job, or part methods of manufacturing. If you use the Engineering module, any
purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance.
Tip Most modules do not require parts to exist in Part Maintenance, but it is recommended that you enter
parts in this program, as each record requires little data and can save you data entry time later.
Menu Path
Navigate to this program from the Main Menu:
Material Management > Inventory Management > Setup > Part
Material Management > Purchase Contracts Management > Setup > Part
Material Management > Purchase Management > Setup > Part
Material Management > Supplier Relationship Management > Setup > Part
Production Management > Engineering > Setup > Part
Production Management > Job Management > Setup > Part
Production Management > Material Requirements Planning > Setup > Part
Production Management > Quality Assurance > Setup > Part
Sales Management > Configurator Management > Setup > Part
Sales Management > Demand Management > Setup > Part
Sales Management > Order Management > Setup > Part
Service Management > Field Service > Setup > Part
System Management > Distribution Vertical > Distribution Proof of Concepts > Gift Cards > Gift Card - Item
System Management > Distribution Vertical > Inventory > Item with Attributes
For CRM users, the Main Menu appears as:
Customer Relationship Management > Configurator Management > Setup > Part
Customer Relationship Management > Demand Management > Setup > Part
Customer Relationship Management > Order Management > Setup > Part
Your company specializes in a heat treatment for different types of metal supporting blocks. In this workshop,
enter three new parts (Metal Supporting Blocks) and create a method of manufacturing for each of them.
Navigate to Part Maintenance.
Menu Path: Production Management > Job Management > Setup > Part
2. In the Part field, enter 800C-XXX (where XXX are your initials).
3. In the Description field, enter 800C Metal Supporting Block XXX (where XXX are your initials).
6. Click Save.
10. Select the Not Approved check box to approve the revision.
The Description of Change window displays.
11. In the Description of Change window, enter Approved and click OK.
12. From the Actions menu, select Revision > Check Out Revision.
The Part Revision Checkout window displays.
14. In the Group ID field, enter FUR-XXX (where XXX are your initials).
15. In the Description field, enter Furnaces ECO XXX (where XXX are your initials) and click OK.
17. From the Actions menu, select Revision > Engineering Workbench.
The Engineering Workbench displays.
18. In the tree view, right-click the Operations node and select Add Operation.
The Method of Manufacturing > Operations > Detail sheet displays.
19. In the Operation field, select Furnace Heat Treatment XXX (where XXX are your initials).
20. In the Prod Std field, enter 16 and select Pieces/Hour and click Save.
21. Navigate to the Method of Manufacturing > Operations > Scheduling Resources > Detail sheet.
22. In the Capability field, select 800C Capability XXX (where XXX are your initials).
This capability carries three resources, 800C-XXX, 1000C-XXX, and 1200C-XXX (where XXX are your initials).
24. Navigate to the Revision > Detail sheet and select the Not Approved check box to approve the revision.
26. From the Actions menu, select Revision > Check In.
The Description of Change window displays.
30. Repeat steps 1-29 to add two additional parts (where XXX are your initials). Do not create a new ECO group,
but reuse FUR-XXX entered in steps 13-15.
Field Data
Part 1000C-XXX
Description 1000C Metal Supporting Block XXX
ECO FUR-XXX
Capability 1000C-XXX
The capability carries two resources 1000C-XXX and 1200C-XXX (where XXX are your initials).
Field Data
Part 1200C-XXX
Description 1200C Metal Supporting Block XXX
ECO FUR-XXX
Capability 1200C-XXX
The capability carries one resource only 1200C-XXX (where XXX are your initials).
Daily Processing
This section of the course discusses the advanced planning and scheduling processing that takes place during a
typical work day. Advanced planning and scheduling determines the resources and capabilities of resources to
complete tasks and reach objectives. These objectives may be complex, such as constructing a new building using
three cranes at once, or a simple task such as heat treating metal components using several furnaces.
Business Scenario (Capabilities)
You company specializes in heat treatment for building components used in construction. One part of your
manufacturing plant consists of three furnaces used specifically to heat treat metal supporting blocks used in
bridge construction. Each furnace has a different maximum temperature capability, ranging from 800, 1000,
and 1200 Celsius. Each furnace comprises two racks, with one rack being able to accommodate a maximum of
eight metal supporting blocks. Because you receive many orders for supporting blocks and have only three
furnaces available, you link these furnaces (resources) to capabilities, where you further define their priority and
production factors. There are times when you receive orders from customers requiring the same quantities on
the same date, so once you set up capabilities and schedule jobs, the scheduling engine determines which furnace
is used for a particular job.
Business Scenario (Resource Rescheduling)
You need to replenish a significant amount of part DSS-1000 (Satellite Assembly) in inventory, as you are expecting
a significant order increase in couple of months time due to a soccer world cup. As a result you decide to add
an additional resource to the job in order to boost up production. You enter a make-to-stock job and schedule
it two months out when new orders should be coming in. Later you discover that the Green Team member
resource should be in high demand later next month. Therefore, you decide to pull in the start date for the
assembly operation of the job you created for part DSS-1000.
Job Scheduling
Job planning and scheduling encounters several possibilities during the scheduling process. Product that is sold
or stocked has a demand value that needs to be fulfilled. Because of this, as a planner, you must estimate the
demand required each day and/or week to make sure there is enough supply of time or other capacity available
to complete production quantities by the due date. Some of these jobs may be more important than others.
Using more than two resources or scheduling a resource by its capability may allow you to successfully schedule
jobs with the most efficiency.
This section of the course covers working with multiple resources on an operation for a job. Also covered is the
use and scheduling of a resource capability to increase production scheduling and performance of available
resources.
Job Scheduling Board
Resource Scheduling Board and Multi Resource Scheduling Board
In this workshop task, create a new job for 1000 units of part DSS-1000.
Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry
3. Click OK to confirm.
5. In the Req By field, enter the date two months from today.
6. From the New menu, select New Demand Link > Make to Stock.
The Job > Make To Stock > Detail sheet displays.
11. In the tree view, right-click ASM: 0 DSS-1000 and select Tree > Expand Tree.
12. In the tree view for Opr: 10 OP: ASSEM, right-click the Resources node and select Add Scheduling
Resource.
The Job Details > Operations > Scheduling Resources > Detail sheet displays.
13. In the Resource Group field, select XXX - Green Team (where XXX are your initials).
14. In the Resource field, select XXX - Green Team Member (where XXX are your initials).
In this workshop task, engineer and schedule the job for part DSS-1000.
1. From the Actions menu, select Schedule > Job Scheduling Board.
The Job Scheduling Board displays.
5. Double-click the yellow bar for the XXXGRN (XXX - Green Team).
The Move Job XXXX (where XXXX is your job number) window displays.
6. In the Start Date field, enter the date three days from today.
You receive two sales orders from two different customers for 112 units of part 1000C-XXX (where XXX are
your initials). Both customers must receive the required quantities in two days time. In this workshop, enter two
sales orders for the metal supporting block part and enter, schedule, engineer, and release two jobs with identical
quantities and due dates. Finally, review the scheduling results using the Multi Resource Scheduling Board.
In this workshop task, enter the first sales order for the metal supporting block part.
Navigate to Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry
3. In the Need By field, select the date two days from today.
4. Click Save.
7. In the Part/Rev field, enter 1000C-XXX (where XXX are your initials) and press Tab.
This is the part created in the Workshop - Create Parts.
9. Click Save.
15. Remain in Sales Order Entry for the next workshop task.
In this workshop task, enter the second sales order for the metal supporting block part.
3. In the Need By field, select the date two days from today.
4. Click Save.
7. In the Part/Rev field, enter 1000C-XXX (where XXX are your initials) and press Tab.
This is the part created in the Workshop - Create Parts.
9. Click Save.
In this workshop task, create a job to satisfy the order placed by Dalton Manufacturing for 112 units of part
1000C-XXX (where XXX are your initials).
Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry
3. Click OK to confirm.
4. In the Part field, enter 1000C-XXX (where XXX are your initials) and press Tab.
5. In the Req By field, enter the date two days from today.
6. Click Save.
7. From the New menu, select New Demand Link > Make to Order.
The Job > Make to Order > Detail sheet displays.
8. In the Order field, enter the sales order number for Dalton Manufacturing and press Tab.
12. From the Actions menu, select Job > Get Details.
The Get Detail window displays.
14. In the tree view, right-click the job number and click Tree > Expand Tree.
16. In the Setup Per Machine pane, in the Hours field, enter 1.
This is the amount of hours required to set up a furnace machine.
17. In the Production Per Machine pane, in the Prod Std field, verify 16 and Pieces/Hour display.
19. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet.
24. In the Production Consumption Rate field, enter 0.062 again and click Save.
27. From the Actions menu, select Schedule > Job Scheduling.
The Schedule Job window displays.
In this workshop task, create a job to satisfy the order placed by Barriston Engineering for 112 units of part
1000C-XXX (where XXX are your initials).
3. Click OK to confirm.
4. In the Part field, enter 1000C-XXX (where XXX are your initials) and press Tab.
5. In the Req By field, enter the date two days from today.
6. Click Save.
7. From the New menu, select New Demand Link > Make to Order.
The Job > Make to Order > Detail sheet displays.
8. In the Order field, enter the sales order number for Barriston Engineering and press Tab.
12. From the Actions menu, select Job > Get Details.
The Get Detail window displays.
14. In the tree view, right-click the job number and click Tree > Expand Tree.
16. In the Setup Per Machine pane, in the Hours field, enter 1.
17. In the Production Per Machine pane, in the Prod Std field, verify 16 and Pieces/Hour display.
19. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet.
24. In the Production Consumption Rate field, enter 0.062 again and click Save.
27. From the Actions menu, select Schedule > Job Scheduling.
The Schedule Job window displays.
28. Select the Finite Capacity check box and click OK.
In this workshop task, review the scheduling results using the Job Scheduling Board.
Navigate to the Job Scheduling Board.
Menu Path: Production Management > Scheduling > General Operations > Job Scheduling Board
Important This program is not available
in the Epicor Web Access interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
2. In the Starting At field, enter the first job number and click Search.
3. From the Search Results grid, select both previously entered jobs.
In the Job List sheet, both jobs display.
7. In the Resource grid, in the Resource ID column, the 1000C-XXX resource displays (where XXX are your
initials).
8. Navigate back to the Schedule sheet and select the second job.
10. In the Resource grid, in the Resource ID column, the 1200C-XXX resource displays (where XXX are your
initials).
As both jobs are scheduled finitely and both are due on the same day, a different resource (furnace) is used
for each of them. This is because both resources have been considered by the scheduling engine to satisfy
two separate jobs for Dalton Manufacturing and Barriston Engineering.
Capable to Promise
The capable-to-promise (CTP) allows you to determine the date by which a sales order may be promised to the
customer. These dates are calculated for the current order and jobs are created for the demand needed to fulfill
the sales order. The jobs are then incorporated into the production schedule. You can indicate whether this
functionality is run on all or only on a specific order detail line on the sales order. You can also enter a projected
start date for each detail line to help in scheduling the jobs.
If a part is non-stock, the following CTP rules apply:
An unfirm job is created, similar to the logic behind MRP unfirm jobs.
The job's method comes from a linked quote. If no quote exists, the method comes from the part.
Example Part PAA-200-ML consists of subassemblies CA10, and CA12. Both subassemblies are constrained
materials and both have different cumulative lead times. The application always takes the highest lead time
into consideration when calculating manufacturing lead time for the parent part. The stock availability of
the parent part's subassemblies as well as their respective manufacturing lead times determine when the
sales order can be satisfied.
A customer of ABC Manufacturing, Dalton Inc, places an order for part PAA-200-ML. In this workshop, enter a
sales order for part PAA-200-ML and use the capable-to-promise (CTP) functionality and multi-level CTP to review
the calculated dates for this sales order. The last step in the process is to generate and review the job.
In this workshop task, review manufacturing lead time for part PAA-200-ML and understand the application
manufacturing lead time calculation logic.
Navigate to Part Maintenance.
Menu Path: Production Management > Job Management > Setup > Part
3. In the Manufacturing Lead Time pane, in the Cumulative Lead time field, verify 62 displays.
This is the total time required to generate the part. The value includes the time required to manufacture or
purchase parts of lower levels.
5. The following calculation logic applies when calculating the Cumulative Lead Time for part PAA-200-ML:
In the Cumulative Time field, the value of 62 days displays. This is the calculated value based on the lead
times of the part's subassemblies.
Note The cumulative times for part PAA-200-ML can vary, depending on the lead times of its materials.
Example The following are the parts subassemblies and their related lead times:
Material CA10
Field Data
Cumulative Time 61
This Level Time 5
Note
Material CA10 contains subassembly CA20. The cumulative lead time for material CA20 is 56 days.
The application therefore calculates the lead time for part CA10 as follows: 56 (this is the cumulative
lead time for part CA20) + 5 (this is the actual manufacturing time for part CA10) = 61.
Material CA12
Field Data
Cumulative Time 16
This Level Time 2
Note
The cumulative lead time for material CA12 is 16 days. Material CA12 contains purchased material
CM14 with the purchasing lead time of 14 days. The application therefore calculates the lead time
for part CA12 as follows: 14 (this is the purchasing lead time for part CM14) + 2 (this is the actual
manufacturing time for part CA12) = 16.
Note
The application always takes the highest lead time into consideration when calculating manufacturing
lead time for the parent part. In the example above the parent part PAA-200-ML has the cumulative
lead time of 62 days. The application therefore calculates the lead time for part PAA-200-ML as follows:
61 (this is the cumulative lead time for part CA10) + 1 (this is the actual manufacturing time for part
PAA-200-ML) = 62.
In this workshop task, enter a sales order for 75 units of part PAA-200-ML ordered by Dalton Manufacturing.
Navigate to Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry
3. In the Need By field, enter the date two weeks from today.
4. Click Save.
9. Click Save and remain in the Sales Order Entry for the next workshop task.
In this workshop task, launch capable-to-promise to determine the promise date for this sales order and generate
a job for the ordered quantities.
9. In the Calculated Completion Date field, a new proposed completion date displays.
In this workshop task, review the generated job for pat PAA-200-ML using the Job Scheduling Board.
Navigate to the Job Scheduling Board.
Menu Path: Production Management > Scheduling > General Operations > Job Scheduling Board
Important This program is not available
in the Epicor Web Access interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
4. In the Search Results grid, select the job for part PAA-200-ML.
There may be other jobs displaying for this part in the Search Results grid. To make sure you select the
correct job verify the selected job is for 75 units.
5. Click OK.
10. In the Est Hours field, review the estimated hours for this job.
This is the estimated number of hours to complete the job operation.
Material Constraints
In addition to resource constraints, the Epicor application can also consider material availability when scheduling
jobs. This is done by identifying a material part as constrained.
A constrained material is a part that will affect the job schedule based on its availability. If there is not enough
material on hand to satisfy a job requirement, job scheduling determines when the material is available for an
operation, and that date is used as the start point for the related operation. If the required date for the material
is later than the defined lead time for the material, then the material is considered available.
In this workshop, create two identical jobs for the same part to see how they affect the production schedule.
To explain the Material Constraints functionality, this workshop outlines the following logic:
1. Review details for material 8400S-612 to verify the part is not set as constrained and it does have a defined
lead time.
2. Create, schedule, and engineer job for part DCD-100-SP. You modify the part's method of manufacturing
by adding material 8400S-612 and a welding operation.
3. Review scheduling results. The job should meet its due date.
5. Create, schedule, and engineer another job for part DCD-100-SP. The job's due date and quantities are
identical to the first job. You modify the part's method of manufacturing by adding material 8400S-612
and a welding operation again.
6. Review scheduling results. The job should not meet its due date and is pushed further out.
Part 8400S-612 (Angle Mount Bracket) is a purchased, stocked part that is welded to different products, based
on customer requirements. In this workshop task, review details for part 8400S-612. The part currently carries
zero stock levels.
Navigate to Part Maintenance.
Menu Path: Production Management > Job Management > Setup > Part
2. In the Part > Detail sheet, verify the Constrained Material check box is cleared.
If this check box is selected the Scheduling engine determines when material will be available for an operation,
and uses that date as the starting pointing for the related operation. If the required date is later than the
defined lead time for the material, the Epicor applications considers the material as available.
This field defines the number of days that pass between the day the purchased parts are ordered from a
supplier and the day the parts arrive at the plant.
Dalton Manufacturing, one of your customers, requested 10 units of part DCD-100-SP with an angle mount
welded to it. To satisfy the customer request, create a job for part DCD-100-SP and modify the method of
manufacture to accommodate the customer request.
Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry
5. In the Req By field, enter the date two weeks from today.
6. Click Save.
9. In the Tree view, right-click on the job number and select Tree > Expand Tree.
10. In the Tree view, right-click Opr: 50 OP: OVPLA and select Add Operation.
The Job Details > Operations > Detail sheet displays.
12. In the Production Per Machine pane, in the Prod Std field, enter 1 and select Pieces/Hour.
14. In the Tree view, right-click on the Materials node and select Add Material.
The Job Details > Materials > Detail sheet displays.
18. From the New menu, select New Demand Link > Make To Stock.
The Job > Make To Stock > Detail sheet displays.
21. From the Actions menu, select Schedule > Job Scheduling.
The Schedule Job window displays.
22. Accept the default value of Backward scheduling and click OK.
The job for part DCD-100-SP has been entered, engineered, and scheduled. In this workshop task, review the
scheduling results.
1. From the Actions menu, select Schedule > Job Scheduling Board.
The Job Scheduling Board displays.
8. Click Save.
In this workshop task, modify the 8400S-612 part record. You define the purchasing lead time and set the part
as constrained.
6. Click Save.
In this workshop task, create another job for part DCD-100-SP for the same quantity and due date. You will
again add the same operation and material to the method of manufacture for part DCD-100-SP.
6. In the Req By field, enter the date one week from today.
7. Click Save.
10. In the Tree view, right-click on the job number and select Tree > Expand Tree.
11. In the Tree view, right-click Opr: 50 OP: OVPLA and select Add Operation.
The Job Details > Operations > Detail sheet displays.
13. In the Production Per Machine pane, in the Prod Std field, enter 1 and select Pieces/Hour.
15. In the Tree view, right-click on the Materials node and select Add Material.
The Job Details > Materials > Detail sheet displays.
19. From the New menu, select New Demand Link > Make To Stock.
The Job > Make To Stock > Detail sheet displays.
22. From the Actions menu, select Schedule > Job Scheduling.
The Schedule Job window displays.
23. Accept the default value of Backward scheduling and click OK.
A warning message displays informing you that the job will not meet its required due date.
The second job for part DCD-100-SP has been entered, engineered, and scheduled. In this workshop task, review
the scheduling results.
1. From the Actions menu, select Schedule > Job Scheduling Board.
The Job Scheduling Board displays.
8. Click Save.
Graphs
There are two dashboard style graph programs that provide valuable information related to scheduling.
In this workshop, review the current schedule resource group load for the XXX - Green Team (where XXX are
your initials) resource group.
2. Click Submit.
2. Click OK.
4. From the Main Menu, navigate to System Management > Utilities > System Monitor to verify the
Schedule Process Set and Fill Shop Capacity processes are complete.
5. In the System Monitor, navigate to the Active Tasks > List sheet.
Important Both processes display within the Active Tasks grid. Both processes can take a few
minutes to complete; periodically click the Refresh button. When the processes have finished, they
no longer display within this grid.
1. Click Refresh.
2. In the Resource Group List grid, select XXX - Green Team (where XXX are your initials).
The Resource Load Graph sheet displays the graph.
6. Click Refresh.
9. In the Resource Data grid, drag-and-drop the WeekBucket down into the other columns.
If the forecast is bucketed in weeks, the schedule date is the first day of the week, and the schedule end
date is the end of that week.
11. Review the resource load hours for the weeks ahead.
There are several standard reports that provide valuable information related to scheduling. Some information
presented in these reports is available in the displays viewed earlier, but presented in a more concise form.
Work Queue
The work queue is an electronic dispatch list. It provides the same information as the Priority Dispatch Report but
allows you to select a job from the list. This feature performs two functions:
Displays the dispatch information.
Selects a job for processing.
This feature is not part of the Epicor application used in this course but is available in Management Execution
System (MES).
In this workshop, review two scheduling reports, the Shop Load Report and Priority Dispatch Report.
1. In the Cut Off Date field, select the date three months from today.
3. Click the Resource Group button, and search for and select the XXX-GRN (XXX - Green Team) resource
group (where XXX are your initials).
7. Repeat steps 1 to 6 to generate and review the Shop Load Report for the FUR-XXX (where XXX are your
initials) resource group, with the cut off date of three weeks from today.
2. Click the Resource Group button, and search for and select the FUR-XXX (Furnace Machines XXX) resource
group (where XXX are your initials).
4. In the report, review the Setup and Production hours for both previously entered jobs.
Notice both jobs for the same part are scheduled and will be completed on the same date using two different
resources.
Conclusion