Load Shop Orders

Explanation

This activity is used to load selected or all shop orders available on a site to the Advanced Planning Board from the database. This can be done when the Advanced Planning Board is loaded for the first time and also while it is in use.

Prerequisites

The site needs to be set up to use the Advanced Planning Board. This is done in the Scheduling Basic Data window.
When loading selected shop orders, there should be data to match the criteria that you specify.

System Effects

The selected shop orders and all master data will be loaded onto the Advanced Planning Board. Note that only shop orders in Planned, Released, Reserved and Started states will be loaded at any time.
If a selected shop order belongs to a DOP or Interim Order structure, the entire structure will be loaded with it.
It will be possible to use the Advanced Planning Board to reschedule the shop orders which have been loaded.

Window

Advanced Planning Board

Related Window Descriptions

Advanced Planning Board

Procedure

Loading shop orders immediately after the Advanced Planning Board has been launched:

In the Load Options tab of the Load Shop Orders window that appears, specify the required criteria by performing one or more of the following steps.

Leave all the fields blank. This will retrieve all the shop orders available on the site.

Select the With Need Date check box and then enter a date range in the From and To fields. This will retrieve shop orders for which the need date is equal to or is between these two dates.

Select the With Earliest Start Date check box and then enter a date range in the From and To fields. This will retrieve shop orders for which the earliest start date is equal to or is between these two dates.

Select the Related To Planner check box. Enter a planner ID in the Planner field or select one from the List of Values.

Select the For Part check box. Enter a part number in the Part No field or select one from the List of Values.

Select the Related to Product Family check box. Enter the short code for a product family in the Product Family field or select one from the List of Values.

Select the Related To Work Center check box. Enter the short code for a work center in the Work Center field or select one from the List of Values.

Select the Related to Production Line check box. Enter the short code for production line in the Production Line field or select one from the List of Values. This will retrieve all shop orders with operations in work centers that are connected to the given production line.

Select the Related to Department check box. Enter a department number in the Department No field or select one from the List of Values. This will retrieve all shop orders with operations in work centers that belong to the given department.

Select the Related to Batch Balancing ID check box. Enter a batch balancing ID in the Batch Balancing ID field or select one from the List of Values. This will retrieve all shop orders which belongs to the given batch balancing ID.

Select the Related to Project check box. Enter a project ID in the Project ID field or select one from the List of Values. This will retrieve all shop orders which belongs to the given project.

Note that you may enter multiple values in these fields, separated by semi-colons, except in the Start Date and End Date fields.

Optionally, you may indicate that the shop orders which are loaded must be scheduled as well. If so, click the Automatic Scheduling tab and perform steps 2 to 7. If not, perform only step 7.

In the Automatic Schedule area, select the categories of items that you want to schedule automatically.
In the Dispatch Rule list, click the sorting method that you want to apply during the automatic scheduling process.
In the Operation Schedule Mode area, click the scheduling mode that you want to use.
In the Operation Resource Assignments area, click the appropriate option to indicate whether resource assignment should remain or whether it can be changed.
In the Adjust Schedule Due To Shop Floor Reporting area, select the Run Adjust Schedule With check box if you want the effect of shop floor reporting to be reflected on the schedule. If this check box is selected, you need to indicate whether to prioritize the operations which have been reported on or to keep the scheduled operation sequence. In addition, if this check box is selected, the Unscheduled Operations, Scheduled Operations, Released Operations check boxes in the Automatically Schedule area will be selected.
Click OK. The shop orders which match all the conditions that you have specified in this dialog box will be retrieved from the site and loaded to the Advanced Planning Board.

Loading shop orders while the Advanced Planning Board is in use:

On the File menu, point to Open and then click Database Open. The Load Shop Orders dialog box will appear with the values that were entered in each of the fields during the previous loading activity.
Perform one of the steps below to specify the criteria for selecting shop orders:

Select the All Shop Orders option and then enter your selection criteria as you did during the initial loading activity.

Select the New and Modified Shop Orders option. This will retrieve any shop orders that have been created or modified after the previous loading activity and which match your previous selection criteria.

Select the Shop Floor Reporting option. This will retrieve any shop floor reporting information on the shop orders that are currently loaded, if such information has been reported after the previous loading activity.

Optionally, you may indicate that the shop orders which are loaded must be scheduled as well. If so, click the Automatic Scheduling tab and follow steps 2 to 7 given above. If not, perform step 3 given below.

Click OK. The shop orders which match the conditions that you have specified in this dialog box will be retrieved from the site and loaded to the Advanced Planning Board.