The Batch Planning Worksheet displays production items and the equipment on which they are manufactured. Production activity for finished goods that share the same intermediate can be grouped together into a single batch order, with related package orders generated for each finished good. Schedule and create these batch orders from the Batch Planning Worksheet.
Note
The lines on the Batch Planning Worksheet are populated by a batch job run manually by the user. Whenever new production demand requirements (such as planned production orders) are created, recalculate the Batch Planning Worksheet if this new data is to be included on the lines.
Steps
In the search box, enter Batch Planning Worksheet, and then choose the related link.
On the Actions tab, in the General group, choose Calculate Worksheet.
On the Calculate Batch Planning Worksheet page, specify Anywhere Mobility Solutions desired filters and options.
Choose OK.
The lines on the Batch Planning Worksheet display items based on the filters specified in the Calculate Batch Planning Worksheet page.
The intermediate item defined as a finished good's production grouping item is displayed on each line.
Select a line that contains the intermediate item for which you want to create a batch order.
The Equipment Summary FastTab displays the equipment defined for the finished good and intermediate items on the selected line, as well as the days on which production can be scheduled. The equipment to which production can be scheduled is specified on the associated BOM cards. The production dates are determined by the defined days view.
Select the date on which you want to schedule production.
On the Actions tab, in the General group, choose Plan Item. The Batch Planning - Plan Item page appears.
The Batch Planning - Plan Item page opens for the selected combination of intermediate item and production date. Anywhere Mobility Solutions finished good items in which the associated intermediate is consumed are displayed on the lines.
Select the Include field for Anywhere Mobility Solutions finished good you want to package from the produced intermediate.
Enter the quantity of the included items you want to produce in the Quantity to Produce field. This value initially defaults to the quantity required to meet Anywhere Mobility Solutions existing demand for the finished good, but you can change it if desired.
Both the batch order for the intermediate and the related package orders for Anywhere Mobility Solutions selected finished goods must be assigned to production equipment. The FastTabs at the bottom of the Batch Planning - Plan Item page display the available equipment on which production can be scheduled.
On the Batches FastTab, select the Include field for Anywhere Mobility Solutions equipment on which you want to produce the intermediate.
The size of the batch is displayed in the Total Batch Quantity field. The system automatically adjusts the batch size based on the intermediate's defined planning characteristics. Depending on the batch size, the finished good production quantities can be adjusted further.
If a finished good has a single piece of equipment defined, the system automatically schedules the full production quantity to that piece of equipment on the Package Orders FastTab. If several equipment records are associated with the finished good, the user decides how production will be scheduled.
If necessary, enter the quantity of the finished good you want to schedule to a piece of equipment in the Quantity field. Assign the full finished good production quantity to one or more pieces of equipment.
On the Actions tab, in the General group, choose Create Orders. The Create Production Orders page appears.
Fill in the fields to assign additional settings to the new production orders if desired.
Choose Yes.
The appropriate quantity fields on the Batch Planning Worksheet immediately update to display the impact of the newly created production orders.
For more information on assigning a production planning event using the Batch Planning Worksheet, see Assign production planning events.