Calendar - Jobs and Job Inventory

The primary method for scheduling Jobs in Deacom is handled via either the Job Calendar, Job Inventory Calendar, or Master Production Calendar (MPC). The Jobs and Jobs Inventory Calendars display a single box per Production Job and display the Job on a particular day on the calendar based on either the Job’s Planned Start date, Planned Finish date, or due date (original planned completion of job), depending on the selection made in the "Date Based On" field of the Calendar Selection pre-filter. Both calendars contain the same information, but the Job Inventory calendar uses color to display the inventory status of the Job. When allocating inventory to a Job on the calendar, the system will not allocate inventory that expires before the calendar date the Job is on. For information on setting up and using the calendar as well as how orders are displayed and scheduled, refer to the Scheduling Production Jobs Using the Job Calendar page.

Status color indicators (Job Inventory Calendar)

Green - Inventory is on hand based on the Job scheduled before. This includes any material marked "At-Risk", however Expired lots are not factored. Additional information on At-Risk is available via Managing At-Risk Inventory.
Yellow- Inventory is not on hand but valid plans exist for creating the necessary inventory by the Finished Good's Planned Start date.
- Note: When inventory required for a Job has been received and is in Pending QC, the Job Inventory calendar will show this inventory as yellow. Specifically, the system takes into account inventory that is sitting in QC and compensates for it using fi_date + pr_qclead.
Orange - Inventory is not on hand for the lower level sub-assemblies needed for the Job, and Jobs to produce them do not exist or exist and are scheduled after the Finished Good Job.
Red - Inventory is not on hand and no plan exists for creating the necessary inventory.

Below are some example scenarios and descriptions of how the system will color-code scheduled Jobs. Note: The “Over Issue” field, on the calendar pre-filter, may impact the color status of jobs depending on how the field is set.

	Job with FG and Bulk/Component parts (Sub-Assembly flagged to backflush on BOM finish)	Job with FG only, Bulk/Component parts on separate Job	Job for Component/Sub-Assembly only
Green	Sufficient quantities of the Job's material requirements necessary to produce the Component parts are on hand for the FG Job's Planned Start date.	Component/SA inventory is on hand for the FG Job's Planned Start date.	Sufficient quantities of the Job's material requirements necessary to produce the Component parts are on hand for the FG Job's Planned Start date.
Yellow	Sufficient RM to produce the Component parts are not on hand but a plan (either a Production Job or Purchase Order scheduled to dock) exists to have the inventory by the FG Job's Planned Start date.	Component/SA inventory is not on hand but a plan exists to have the inventory by the FG Job's Planned Start date.	Sufficient RM to produce the Component parts are not on hand but a plan exists (either a Production Job or Purchase Order scheduled to dock) to have the inventory by the FG Job's Planned Start date.
Orange	Lower level SA needed for the Job are not in stock and Jobs to produce them do not exist, but the RM needed to make the SA are in stock for the Job's Planned Start date.	Lower level SA needed for the Job are not in stock and Jobs to produce them do not exist, but the RM needed to make the SA are in stock for the FG Job's Planned Start date.	Lower level SA needed for the Job are not in stock and Jobs to produce them do not exist, but the RM needed to make the SA are in stock for the FG Job's Planned Start date.
Red	Sufficient RM to produce the Component parts are not on hand and no plan exists to have it by the FG Job's Planned Start date.	Component/SA inventory is not on hand and no plan exists to have the inventory by the FG Job's Planned Start date.	Sufficient RM to produce the Component parts are not on hand and no plan exists to have it by the FG Job's Planned Start date.

General form layout

Once generated, the Job calendar form has three main sections.

Toolbar - Contains buttons to change the view of the calendar, save changes made, print and view schedules, etc. These items are detailed in the Job Calendar form section below.
List of Jobs available for scheduling - Including Job number, quantity, Facility, and Priority.
- Jobs display according to the "Job Sort 1-3" pick list selections made in Production Options.
- Jobs may be dragged and dropped to the desired date/time.
- Double clicking a Job in this section will open the detail in view mode.
Calendar area used for scheduling - Days are listed, Monday-Sunday in either a weekly or monthly layout, depending on the "View" selected.
- Listed under each date are details regarding the Job quantity scheduled and available units (calculated as the "Units Per Day" value on the Calendar Selection pre-filter minus the Job quantity). These values will update depending on the calendar view (for example, if the user clicks "Next Week") and when Jobs are dropped onto or removed from the calendar.
- Orders scheduled on the calendar will block off a portion of the day. This "block" displays up to five lines of text, dictated by the "Job Field 1-5" pick list selections made in Production Options. The "Remaining" and "Finished" quantity fields available to the "Job Field 1-5" fields are useful to help properly schedule plant work on a daily basis.
- The "Monthly Job Field 1-3" fields, available via Production Options, may be used to dictate the information displayed on the calendar when "View" is set to "Monthly".
- Double clicking on a scheduled Job will open the Daily Job Calendar form, detailed in the Daily Job Calendar form section below.

System Navigation

Production > Calendar

Job Calendar form

Opened via the "View" button on the Calendar Selection pre-filter when the "Report Type" is set to "Jobs". The date used as the current date is displayed on the left side of the calendar.

Button	Description
Previous 4 Weeks	Moves the view of the calendar to show the schedule for four weeks previous.
Previous Week	Moves the view of the calendar to show the schedule for the previous week.
Today	Moves the view of the calendar to show the schedule for the current day.
Go To	Opens a form that allows the user to jump to a particular date on the calendar. The fields are as follows: Type - Option between Date or Transaction to search by. Date - Enabled if Type = Date, user can type in or select on the calendar what date to jump to. Transaction Type - Disabled for all calendars except the Dock calendar , always set to Purchase Order otherwise. Job Number - Enabled if Type = Transaction, search on the calendar to a particular job.
Next Week	Moves the view of the calendar to show the schedule for the next week.
Next 4 Weeks	Moves the view of the calendar to show the schedule for four weeks forward.
View	Switches the view of the calendar between Monthly and Weekly, which allows users to get a picture of all Jobs scheduled.
Save	Only available once at least one modification has been made to the schedule. If clicked, all modifications made are saved.
Undo	Reverts the previous modification made to the schedule. Only active if a change has been made to the schedule and the "Save" button has not yet been clicked.
Redo	Undoes the reverted action previously performed via the "Undo" button. Only active if clicking the "Undo" button was the last action and the "Save" button has not yet been clicked.
Undo All	Reverts the schedule back to the way it was as of the last save.
Refresh	Refreshes the data shown in the schedule.
Print	Opens the Print Schedule form, which allows users to print the schedule as is for a specified date frame. Users also have the option to include non-scheduled Jobs or omit them.
Schedule	Opens the Daily Job Calendar form, which provides additional details regarding the orders displayed and the abilities to print, issue/de-issue, close a Job, run MRP, etc.
Shop Schedule Basics	Opens the Availability list, which defines the schedule of available times for a Facility, Shop Area, or Work Center.
Shop Schedule Exceptions	Opens the list of Availability Exceptions, which define any availability exceptions for a Facility, Shop Area, or Work Center based on the defined Shop Schedule Basics.

Daily Job Calendar form

Opened via the "Schedule" button on the Job Calendar form or by double clicking a scheduled Job, the Daily Job Calendar form is a critical component of the Deacom calendar functionality since it allows users to issue and de-issue materials to Jobs, modify Jobs, close Jobs, and print production documents such as picking lists and batch tickets. The "Job date 1-5" fields (jo_userdate1 thru jo_userdate5) and Work Center are available to this grid layout.

Button/Field	Description
Previous Day	Moves the view of the form to show the Jobs scheduled for the previous day.
Next Day	Moves the view of the form to show the Jobs scheduled for the next day.
Modify	Opens the detail for the selected order in modify mode.
View Detail	Opens the detail for the selected order in view mode.
Print	Opens the Copies to Print form, which allows the user to print various production Report Layouts.
Print Schedule	Opens the Print To form, which allows the user to print the current details.
De-Issue	Opens the De-Issue/Un-Reserve Inventory form, which allows the user to de-issue any materials previously issued to the Job.
Issue	Opens the Issue/Reserve Inventory form, which allows the user to issue materials to the Job.
Inventory Detail	Opens the Calendar Color Detail form, which displays all Parts included on the Job(s) listed and their required and on hand amounts. This form also contains an "Availability" button, which runs basic item availability (displayed similarly to MRP) for the selected Part.
Edit Data	Opens the Edit Calendar Job/Sale Data form, which allows the user to modify some details of the Job.
Close Job	Opens the Close/Relieve Job form, which is used to relieve costs and materials, close Jobs, and print labels.
Job MRP	Shows an MRP report for the Job selected.
QC Values	Opens the Quality Control Results form, which displays any previous QC results that have been entered and is used to enter or change QC results, and/or approve, fail, and/or finish QC.
Date	Displays the calendar date that is currently being viewed on the form.
Display	Pick list used to display only Jobs that have not had any reports printed previously or all Jobs regardless of if reports were printed.

Edit Calendar Job/Sale Data form

Opened via the "Edit Data" button on the Daily Job Calendar form. Security exists to control access to this form. If the security setting "Production -- Change planned job dates with scheduled routes" is set to true, users can override Planned Start and Planned Finish dates on a Job when setting it to manual.

Field	Description
Job For	The name of the customer linked to the Job. For header Jobs, this will be the customer name from the linked Sales Order. For non-header Jobs, this field will indicate "Make To Stock".
Number	Displays the Job number.
Shop Area	Search field that displays the current Shop Area, if one is selected on the General tab of the Job, and allows the user to select a new one if necessary. If a Job's Routing sequences are moved on the Master Production Calendar, the Shop Area on the Job header will be updated with the new Shop Area, as long as all Routing sequences are now scheduled in the same Shop Area.
Freight	Search field that displays the current Freight Type, if one is selected on the Job, and allows the user to select a new one if necessary.
Scheduled	The date for which the Job has been scheduled on the calendar.
Delivery Time	Indicates the time that the Shop Area should have the necessary work completed.
Priority	Displays the Priority of the Job and allows the user to assign a new Priority if necessary. Priorities start from 1 to an unlimited number with 1 being the highest priority. This feature may be configured using the "Set Priority From Job Calendar" flag on the Production Options. If checked, "Priority" will be added as the first sort option to Job calendars before the "Job Sort 1-3" options on the same tab.
Description	The Description as specified on the General tab of the Job.
Planned Quantity	The Planned Quantity as specified on the Job. The value can be changed in this field and after saving the form will update the remaining amount of time.
Planned Start	The Planned Start date as indicated on the Dates tab of the Job, which indicates when production on the Job should start and may be modified if necessary. For Jobs created through MRP, the Planned Start date will automatically be populated as the due date minus the item’s Lead Time from the Item Master MRP tab. For Jobs created manually, this field will be user-defined for manual and not scheduled Jobs or calculated by the system for automatically scheduled Jobs.
Planned Finish	The Planned Finish date as indicated on the Dates tab of the Job, which indicates when production on the Job should complete and may be modified if necessary. For Jobs scheduled via the Master Production Calendar, this field will populate automatically. Otherwise, it will be blank. This date dictates how Jobs appear in MRP's "+Jobs" bucket. Jobs that do not contain a Planned Finish date will not appear in this bucket unless MRP is run with a "Bucket Type" of "All" and the "Start Date" and "End Date" are left blank.