Planned On Hand Calendar

The Planned On Hand calendar was designed for companies that will schedule Jobs and Sales Orders hourly and need to queue incoming orders prior to assigning them to the Planned On Hand calendar based on shipping availability (using Docks) and Work Center capacity. This calendar is only available when using the web based version of Deacom. This calendar uses the same logic as the Master Production Calendar for blackouts, meaning that Availability schedules, Availability Exceptions, and MRO jobs with an unavailability level all apply. The "Unavailability" pick list on the Calendar Selection pre-filter can be used to determine how downtime is displayed.

Once generated via the Calendar Selection pre-filter, the Planned On Hand Calendar form is displayed as a grid that lists sequences and their associated total hours needed, start and end dates and times, type (Sales Order or Job), order number, Part Number, Dock or Work Center, and total and remaining quantities. The grid will contain a record for every time slot in the date range, showing whether it is occupied or not. All transactions scheduled at midnight will be at the top. The goal of the report is to detect “out of order” situations, such as when a truck is scheduled to arrive an hour before the Job Routing is scheduled to be completed.

Scheduling options and considerations

• Only active Jobs are displayed on the calendar; Canceled Jobs and their Routings will not be displayed.
• Routings increment the on hand quantity at the end of the last Routing per Job line, not per Job in the Planned On Hand Calendar. This allows the on hand quantity to increase after all the Routings for a specific Job line are done.
• Routing schedule to start in non-blackout period - When a Routing is scheduled from the Planned On Hand Calendar, if the Routing is started in a non-blackout period, overlaps no other Routings, and ends on a non-maintenance blackout period, then it will be scheduled without splitting the Routing.
• Routing schedule to start in blackout period - When a Routing is scheduled from the Planned On Hand Calendar, if it starts on a blackout period or overlaps a maintenance Routing, a prompt will appear telling the user they cannot schedule a Routing in a blackout period.
• In Production Options:
  • When the "Process Jobs Over Non-Maintenance Blackouts" flag is checked, the system allows Job Routings to run and finish, but not start, during a blackout period.
  • When the "Order Date Change Prompt for Plan On Hand" flag is checked, updating the Routing Planned Start and Planned Finish dates will prompt the user asking if they want to update the Job's due date. If the Job is a Make to Order header or line Job, the system will update the due dates both for the Job and the Job lines.

System Navigation

• Inventory > Dock Calendar > Report Type of "Planned On Hand"

Planned On Hand Calendar form

Once generated via the Calendar Selection pre-filter, the following columns are displayed:

• Sequence (to control the sort of the grid)
• Hours (total hours needed)
• Date (either start date or end date rounded down to the nearest increment)
• Time (either start time or end time rounded down to the nearest increment)
• Start Date
• Start Time
• End Date
• End Time
• Type (Sales Order or Job)
• Transaction (Sales Order or Job Number)
• Dock (filled in for Sales Orders)
• Work Center (Filled in for Jobs)
• Part Number (of first line)
• Part Description (of first line)
• On Hand (Start with the predicted on hand as of the end of the previous day, and add/subtract for production/shipments)
• On Hand Change (The change from the previous "On Hand" number)
• Total Quantity (in Stock Units)
• Remaining Quantity (same as "Total Quantity" for Sales Orders, minus completions for Jobs)

This form also contains several buttons, as described below.

Button	Description
Add	Opens the Edit Planned On Hand form, which is used to add a record, link to an existing Sales Order and Dock or Job and Work Center, and assign start and end dates and times.
Modify	Opens the Edit Planned On Hand form for the selected order.
Modify Info	Allows users to modify the currently selected Sales Order or Job.

Edit Planned On Hand form

Opened via the "Add" or "Modify" buttons on the Planned On Hand Calendar form.

Field	Description
Type	Pick list that indicates if the record is for a Sales Order, Job Routing, or None.
Sales Order/Job Routing	Displays the Sales Order number or a combination of the Job Number and Operation assigned to the Routing Sequence, depending on the "Type" selection.
Dock/Work Center	Displays the Dock or Work Center, based on the selection in the "Sales Order"/"Job Routing" field.
Start Date and Start Time	Displays the date and time that either the Dock will start being occupied or the Routing will begin. Updating these fields will automatically update the "End Date" and "End Time" fields based on the value in the "Hours" field.
Hours	Displays the number of hours that either the Dock will be occupied or the Routing will take to complete.
End Date and End Time	Displays the date and time that either the Dock will finish being occupied or the Routing will begin. Updating these fields will automatically update the "Start Date" and "Start Time" fields based on the value in the "Hours" field.