Calendar Selection Pre-Filter

Pick list used to select the kind of calendar to generate. Beginning in version 16.02, users can determine which reports each user will see in this field. See the Grid Layout Security page for additional information. Options are:

• Docks - Allows companies to schedule outbound Sales and Inter-Company Transfers and inbound Purchase Order receipts on available Docks.
  • Both the shipping and receiving requirements can be displayed on the same calendar.
  • The time required to complete the shipping or receiving process is specified on individual orders, with the default time provided from the Sales or Purchase Unit of Measure.
  • For information on setting up and using the calendar as well as how orders are displayed and scheduled, refer to the Scheduling Warehouse Docks page.
• Job Inventory - Essentially the same as the Jobs type but also highlights the Job as green, yellow, orange, or red based on the inventory status.
• Jobs - May be used to issue and de-issue materials to Jobs, schedule Jobs for production, close Jobs, and print production documents.
• Master Production - Allows schedulers to schedule production Jobs based on inventory, resource availability, and due dates. Provides the flexibility to allow an experienced scheduler to manually manipulate the production schedule or for a user to quickly optimize the schedule using a number of different system-driven inputs. This calendar was designed to schedule production Jobs based on the availability of production resources, including Work Centers, Shop Areas and laborers. The link between the resource types and production Jobs in Deacom is a Routing, which also contains the resource types that will be required, production rate information, and labor cost details.
• Planned On Hand - 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.
• Sales - May be used to reserve and un-reserve materials to Sales Orders, schedule Sales Orders for shipment, ship Sales Orders, and print shipping documents.
• Sales Inventory - Essentially the same as the Sales type but also highlights the Sales Order as green, yellow, orange, or red based on the inventory status.

Pick list used to select which orders or Jobs should be included in the calendar output. When the "Report Type" is set to Job Inventory, Jobs, or Master Production, options are: All, Maintenance, Production. When the "Report Type" is set to Planned On Hand, Sales, or Sales Inventory, options are: Inter-Company Transfer, On Hold, Quote, SO Engineering, Sales Order, Sales Order and SO Engineering, Sales Order and Inter-Company Transfer.

Search field used to select a User Calculation that will determine the default order/Job scheduling unit. The default selection is set via the "Default Job Sched." and "Default Sales Sched." fields in Production Options.

Pick list used to determine the date that should be used to generate the calendar output. When the "Report Type" is set to:

• Job Inventory or Jobs, options are:
  • Due
  • Job Date 1-5
  • Planned Finish
  • Planned Start
• Master Production, options are:
  • Due
  • Planned Finish
  • Planned Start
• Planned On Hand, options are:
  • Start
  • End
• Sales or Sales Inventory, options are:
  • Expires
  • Sales Date 1-5

Used in conjunction with the "Date Based On" field to set the date parameters for the calendar output when the "Report Type" is set to Planned On Hand.

Pick list used to determine how the date will be saved when orders/Jobs are moved on the calendar.

• When the "Report Type" is set to Job Inventory or Jobs, options are: Due, Job Date 1-5, Planned Finish, Planned Start.
• When the "Report Type" is set to Sales or Sales Inventory, options are: Expires, Sales Date 1-5.
• Useful for companies to develop a "what if" calendar that can be set in parallel with the actual calendar to allow for an alternate schedule to be developed and approved based on different dates.
• The default selection is set via the "Date Based On" selection.
• If the "Date Based On" field and this field do not match, users will not be able to modify data on the Edit Data form.
• Example: If the value in this field is "Planned Finish", moving the Job from October 1 to October 3 will result in the "Planned Finish" field being updated to October 3 and upon saving, the "Planned Finish" date on the Job will also update to October 3.
• The security setting "Calendar -- change save date" controls the ability to use this field. When the security setting is set to "No," the "Save Date" field is disabled and the value in this field will be set to the Due Date when selecting the Jobs or Job Inventory calendar, or the Due To Ship date when selecting the Sales or Sales Inventory calendar.

Defines the number of order/Job units that are the daily quota or capacity.

Days with orders/Jobs totaling more than the value in this field will display in red.

The default value is set via the "Job Units Per Day" and "Sales Units Per Day" fields in Production Options.

Defines how wide the hours fields/columns will be on the generated calendar, with a minimum value of "1".

Only available until version 16.06.029. Beginning in version 16.06.030, the addition of more options in the Schedule Type field have replaced the functionality of this pre-filter selection.

Pick list used to determine if the time floor for assigning orders or Jobs to the calendar should be set to 1, 5, 10, 15, 30, or 60.

Useful in situations when dragging an order or Job around and it should snap to the first available time on that day.

The default selection is "15".

Example: If the value in this field is "60", dropped Jobs on a given date will be assigned the start of the hour in which it was dropped. That means dropping a Job at 4:55 will assign it a start time of 4:00.

Pick list used to determine if the calendar will show in Day View, Week View or Month View depending on the calendar type selected.

When set to "Month View", the "Monthly Job Field 1-3" fields in Production Options may be used to determine what information is displayed on the Jobs calendar.

Beginning in version 16.06.030 the Day View option is available when selecting a Report Type of "Sales", "Sales Inventory", or "Master Production". Note: Monthly view is not available when selecting a Report Type of "Master Production".

Search field used to filter the Jobs displayed to those assigned to the selected Shop Area.

Search field used to filter the Jobs displayed to those that have Routing sequences assigned to any Work Centers included in the selected Work Center Type.

Search field used to filter the Jobs displayed to those that have Routing sequences assigned to the selected Work Center.

Search field used to filter the Jobs displayed to those assigned to the selected Job Category.

If selected, only orders/Jobs for the Facility specified will be displayed on the calendar.

When generating a calendar without a Facility or Facility Group filter, inventory availability is based on all inventory on hand. This is generally acceptable when Facilities are located adjacent to or inside of one another and inventory can be easily moved. For situations where inventory cannot be easily moved between Facilities, a specific Facility or Facility Group should be selected on the pre-filter.

If selected, only orders/Jobs whose Facilities belong to the Facility Group specified will be displayed on the calendar.

When generating a calendar without a Facility or Facility Group filter, inventory availability is based on all inventory on hand. This is generally acceptable when Facilities are located adjacent to or inside of one another and inventory can be easily moved. For situations where inventory cannot be easily moved between Facilities, a specific Facility or Facility Group should be selected on the pre-filter.

Search field used to filter the orders/Jobs displayed based on assigned Work Flow.

Search field used in conjunction with the "Work Flow Type" field to filter the orders/Jobs displayed based on current Work Flow Sequence.

Only orders/Jobs that do not have the specified Sequence marked as complete will be displayed on the calendar.

Search field used to filter the orders/Jobs displayed to only those that contain the selected Part.

Filters the orders/Jobs displayed to only those that contain Parts that begin with the string entered in this field.

Search field used to filter the orders/Jobs displayed to only those that contain Parts that belong to the selected Category as defined on the Item Master General 1 tab.

Search field used to filter the orders/Jobs displayed to only those that contain Parts that belong to the selected Sub-Category as defined on the Item Master General 1 tab.

Search field used to filter the orders/Jobs displayed to only those that contain Parts that have the selected Item Planner assigned on the Item Master General 1 tab.

Search field used to filter the orders/Jobs displayed to only those that contain Parts that have the selected Inventory Account.

Pick list used to determine how downtime is displayed. Options are:

• Exclude - Removes the blacked out times from the report.
• Exclude W/O Activity
• Include - Shows the blacked out times with a black background.
• None - Includes the blacked out times, but does not black them out.

The Planned On Hand output uses the same logic as the Master Production calendar for blackouts. This means that Availability, Availability Exceptions, and MRO Jobs with unavailability level all apply.

Pick list used when "Report Type" is set to Planned On Hand to determine if the on hand calculation will be based on start or end.

• Allows the user to schedule by start times but view the on hand as of when the transaction will finish.
• The "Initial On Hand" and "Final On Hand" columns on the calendar support the on hand based on selections. When the report is run, the starting on hand is calculated for each part number in the report as of the date that it first appears in the report. The on hand is then incremented / decremented based on the on hand based on field.

Search field used to filter orders/Jobs based on the User who entered them.

Search field used to filter the list of Sales Orders displayed based on the Bill-to Company used on the order.

Search field used to filter the list of Sales Orders displayed based on the Ship-to Company used on the order.

Search field used to filter the list of Sales Orders displayed based on the Ship From Company specified on the Misc 1 tab of the Sales Order.

Search field used to filter the list of Sales Orders displayed based on the Billing Group specified on the Misc 2 tab of the Sales Order.

Search field used to filter the list of Sales Orders displayed based on the Sales Rep assigned on the Sales Assignments tab of the Sales Order.

Search field used to filter the list of Sales Orders displayed by Sales Rep(s) assigned on the Sales Assignments tab of the Sales Order that belong to the selected Sales Group.

Search field used to filter the list of Sales Orders displayed based on the Ship Via selected on the Misc 1 tab of the Sales Order.

Search field used to filter the list of Sales Orders displayed based on the Sales User 1-5 selections on the Misc 2 tab of the Sales Order.

Search field used to filter the list of Sales Orders displayed based on the Progress Billing order selected on the Misc 1 tab of the Sales Order.

Search field used to filter the orders/Jobs displayed to only those that have the selected Item Search 1-5 values defined on their Item Master User Fields tab.

Search field used to filter the list of Sales Orders displayed based on the Bill-to PO entered on the General tab of the Sales Order.

Search field used to filter the list of Sales Orders displayed based on the Ship-to PO entered on the General tab of the Sales Order.

Search field used to filter the list of Sales Orders displayed based on the Project selected on the Misc 1 tab of the Sales Order.

Pick list used to dictate the action that occurs when the user right clicks a record on the calendar. Options are:

Modify - Opens the detail form for the clicked order in modify mode.

View Detail - Opens the detail form for the clicked order in view mode.

Option to have over issue percentages considered for job requirements and colors. Options are Include (default) and Exclude.

Only available when using a Report Type of "Job Inventory". Added in version 17.01.021.

Specifies the time interval, in minutes, used to divide each day into time slots (or "buckets") on the Planned Onhand calendar report. Each time slot represents a discrete window of time within which scheduled sales order shipments and job finishes are grouped for display and on-hand inventory calculations.

• For example, if Increment Minutes is set to 60 (the default), the report divides each day into 24 one-hour time slots (12:00 AM, 1:00 AM, 2:00 AM, ... 11:00 PM). Transactions (sales shipments, job completions) that occur within the same time slot are grouped together and sequenced within that slot. If set to 30, each day would have 48 half-hour slots, providing a more granular view of when inventory changes occur throughout the day.
• This field is only enabled when the Report Type on the pre-filter is set to Planned Onhand. For all other calendar report types (Sales, Sales Inventory, Jobs, Job Inventory, Master Production, and Docks), this field is disabled and not applicable.
• The value must be greater than 0 (a zero or negative increment is not allowed) and be equal to or less than 1,440. (1,440 minutes = 24 hours = one full day). An increment larger than a day is not meaningful since the report divides each day individually.

Pick list used to show or hide Jobs that have material finished.

Pick list used to show or hide Sales Orders that have material shipped.