Visual scheduling for production - mbs. · PDF fileVisual scheduling for production ... Create production orders 8 Run master planning 9 Configure the production floor management workspace

Visual

scheduling for

production The Gantt chart is designed to empower

planners and production supervisors to

control and optimize the production plan.

The Gantt chart makes the flow of operations

transparent and gives the planner the tools

to minimize work in progress and throughput

times of production orders. The visual

scheduling capabilities make it easy to adjust

the production schedule to accommodate

material or resource shortages and allow for

the best use of the available resources.

Demo script

July 2017

Johan Hoffmann

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Dynamics 365 for Finance and Operations, Enterprise edition

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Visual scheduling for production 2

Visual scheduling for production

Contents


Target audience 3

Demo scenario 3

Demo pre-steps 4

Simplify the route 4

Simplify the bill of material 5

Adjust on-hand inventory for materials 6

Adjust purchase lead time for a material 7

Create a new resource 8

Create production orders 8

Run master planning 9

Configure the production floor management workspace 10

Configure the Gantt chart 10

Demo step-by-step 12




This document contains guidelines to build a demo of the visual scheduling capabilities for production and batch

orders in Dynamics 365 for Finance and Operations, Enterprise edition. In the first part of this document, you will find

a detailed description of how to prepare the data for the demo. The second part of the document walks you through

the demo.

Target audience

Business decision makers (BDM) will find value in this script for the following tasks:

• Checking production orders for material availability before releasing them to the shop floor.

• Rescheduling production jobs by taking material and resource constraints into account.

• Increasing resource effectivity by optimizing the job sequence.

• Reallocating jobs to applicable resources.

Demo scenario

The demo scenario runs on Contoso demo data, in the USMF legal entity. The demo data in this legal entity includes

setup parameters that have been preset to support the steps in the demo. Even though the demo address es key pain

points and challenges for different roles, it can be completed by the system administrator.

The product D003 for making a Standard Speaker is used in the demo.

The scenario starts in the Production floor management workspace, where the production supervisor is notified that

three production orders are pending release to the shop floor. Before releasing the orders, the supervisor will check

the orders for material availability. Two of the orders have material availability issues, so the production supervisor

opens a Gantt chart to get more detailed information. In the Gantt chart, he can see that materials will be late for the

scheduled start of the assembly operation. He decides to reschedule the assembly operation, so it is scheduled to

start when the material is expected to be available. He then reschedules the testing and packaging operations so

they are in sequence with the assembly operations. After rescheduling the operations, the supervisor can see that the

resource for the packaging operation is overbooked as two packaging jobs are overlapping. The supervisor



sequences the two packaging jobs so that the resource conflict is resolved. One of the resources for the assembly

operation is out of order, so the supervisor reassigns the assembly job on that resource to an applicable resource.

Demo pre-steps

Before you start the demo, you need to prepare some data.

Simplify the route

Create a new route and route version for D0003. Remove the secondary operation for operation 20 Testing

from the new route.

1. Click Product information management >

Products > Released products.

2. Filter on product D0003.

3. Select Route (Engineering > Group: View).

4. De-activate the route version (Tab: Route

version: Activate).

5. Make a new route and route version (New >

Route and route version).

6. In the Create route dialog box, enter the

following:

• Description - Demo

• Copy - Yes

• Site - 1

7. Click OK in the dialog box. The Copy route

dialog box appears.

8. Click OK.

9. Approve the new route and route version

(Route version > Approve).

10. In the Approve version dialog box, enter the

following:

Route before

Route after



• Approved by - 000001 (Jodi

Christiansen)

• Do you also want to approve the

route? - Yes

11. Click OK.

12. Activate the route version (Route version >

Activate).

13. Delete operation 20 TestOpr from the new

route version (Select operation 20 > Delete).

Simplify the bill of material

Create a new BOM and BOM version for D0003. Remove some of the line items on the new BOM.



2. Filter on product D0003.

3. Select BOM versions (Engineering > Group:

BOM).

4. De-activate the BOM version (BOM version >

Activate).

5. Create a new route and route version (New >

BOM and BOM version)

6. In the Create BOM dialog box, enter the

following information:

• Description - Demo

• Copy - Yes

• Site - 1

7. Click OK. The Copy BOM dialog box appears.

BOM version before

BOM version after



8. Click OK.

9. Close the Bill of materials page to go to the

BOM version page. Click ESC.

10. Approve the new BOM and BOM version

(BOM version > Approve).

11. In the Approve version dialog box, enter the

following information:

• Approved by - 000001

• Do you also want to approve the bill

of materials? - Yes

12. Click OK.

13. In the Bill of material lines grid, select the

following item numbers:

• M0004

• M0007

14. Select Delete to delete the lines.

Adjust on-hand inventory for materials

Adjust the on-hand inventory for materials M0001, M0002, and M0003. M0001 should be adjusted to have

no available on-hand inventory, and on-hand inventory should be added to M0002 and M0003.



2. Filter on product M0001.

3. Select On-hand inventory (Manage

inventory > Group: View).

4. Select the record for warehouse 11.

5. Select Quantity adjustment.

On-hand after adjustment



6. In the Quantity field, adjust the quantity to 84

and click OK.

7. Repeat steps 2 through 6 for products M0002

and M0003. In step 6, adjust the quantity to

10000 for both products.

Note: Now there is no available physical on-hand

inventory for product M0001 in warehouse 11. A

quantity of 10000 has been added to products

M0002 and M0003.

Adjust purchase lead time for a material

Adjust the purchase lead time for material M0001.



2. Filter on product M0001.

3. Select Default order settings (Plan -> Group:

Order settings -> Default order settings).

4. Select Edit.

5. Adjust Purchase lead time to 12 (Fast tab:

Purchase order -> Group: Other)

Default order settings



Create a new resource

Create a new resource, 1214 for Assembly, with the same capabilities as resources 1211 and 1212.

1. Click Organization administration >

Resources > Resources.

2. Filter on Resource 1211.

3. Select Copy resource (Resource > Group:

Maintain).

4. Enter 1214 in the Resource field.

5. Select Copy.

Note: Resource 1214 is now created, and it has the

same capabilities as 1211 from which it was copied.

Copy resource dialog box

Create production orders

Create and schedule two production orders for D0003 and schedule them forward from tomorrow.

1. Click Production control > Production orders

> All production orders.

2. Click New production order in the Action

Pane.

3. In the Create production order dialog box,

add the following.

• Item number - D0003

• Quantity - 200

• Reservation - Manual

4. Select Create.

5. Create the second production order for

D0003 by repeating steps 1 through 4.

Job scheduling dialog box



6. In the Production order list page, select the

two new orders for D0003.

7. Select Schedule jobs (Schedule > Group:

Production order).

8. In the Job scheduling dialog box, select the

following.

• Scheduling direction - Forward from

tomorrow

• Finite capacity - Yes

• Finite material - No

9. Click OK.

Note: Two new production orders for D0003 are now

created and the job is scheduled.

Run master planning

Run master planning to get an updated plan for the finished good D0003 and the raw materials M0001,

M0002, and M0003.

1. Click Master planning > Run > Master

planning.

2. In the Master planning dialog box, select

DynPlan in the Master plan field.

3. Click OK.

Note: This process may take a couple of minutes

before the plan is updated.

Master planning dialog box



Configure the production floor management workspace

Configure the Production floor management workspace by filtering on the resource group for the production

orders for D0003.

1. Click Production control > Workspaces >

Production floor management.

2. Select Configure my workspace in the Action

Pane.

3. In the Configure my workspace dialog box,

select resource group 1210 in the Resource

group field.

4. Click OK.

Note: The workspace is now configured to filter on

jobs scheduled on resources in resource group 1210.

The assembly operation for the production orders for

D0003 are scheduled on resources 1211 and 1210 in

resource group 1210.

Production floor management workspace

Configure the Gantt chart

Configure the Gantt chart so that it provides the best visual appearance for the demo.

1. Click Production control > Production orders

> All production orders.

2. In the Production orders list page, select the

two production orders created for D0003 in

the previous step.

3. Open the Gantt chart (Schedule > Group:

View > Gantt chart)

Content menu

Content menu



4. Open the Content menu (Gantt chart >

Group: Setup > Content).

5. Select the Production tab.

6. Select the Show material availability check

box.

7. Click the Planned production tab.

8. Clear the Load planned production data

check box.

9. Click OK.

Views menu

10. Open the Views menu (Gantt chart > Group:

Setup > Views > Resource view).

11. Clear the Groups initially collapsed check box.

12. Select the Show capacity bar check box.

Timescale

13. Open the Timescale dialog box (Gantt chart >

Group: Setup > Timescale).

14. In the Timescale dialog box, select the

following.

• Minor time scale - Days

• Increment - 1

• From date - Tomorrow

• To date - Tomorrow + 30 days

Views menu

Timescale



Demo step-by-step Scenario and background

Two production orders are pending release. The planner checks the orders for material availability before

releasing them to the shop floor. Because one of the raw materials is in shortage, the planner opens the

Gantt chart to get a visual overview of the plan. To accommodate for material and capacity constraints, the

planner adjusts the plan from the Gantt chart.

1. Click Production control > Workspaces >

Production floor management.

2. Change the workspace date (in the upper left

corner) to tomorrow.

Note: By changing the date to tomorrow, the number

of production orders to release should change from

6 to 8 in the Production orders to release tile.

Production floor management workspace

3. Click the Production orders to release tile.

Note: The Production orders to release page is now

open. In this page, you will see the list of production

orders with a Scheduled status that are pending

release. In this page, you can get an overview of

availability of the materials required to produce the

finished good.

4. Select the first production order created for

D0003 in the previous step.

Note: For this production order, you can see that the

materials M0002 and M0003 are settled against on-

hand inventory, while material M0001 is settled

against a planned order and therefore the line has a

warning icon (yellow triangle).



5. In the Production orders to release page,

select production orders P000185 and

P000186.

6. Select Gantt chart.

Note: The two assembly operations have a warning

icon, which indicates that material is short for the job.

The icon with a box and a checkmark in front of the

job in the chart indicates when the material will be

available for the operation.

7. Double-click one of the assembly jobs to

open the Job dialog box.

8. In the Job dialog box, expand the Materials

FastTab.

Note: In the Materials section, you can see that

material M0001 is in shortage. The Availability date

shows when it is expected to become available.

9. Click OK to close the Job dialog box.

Materials section in the Job dialog box

10. Select the first assembly job in the chart and

drag it so the planned start of the job is after

the material availability date, indicated by the

icon with a box and a checkmark.

Note: The warning icon disappears from the job as

the job is rescheduled to start after the material is

expected to be available.

Assembly job after moving it forward with drag-and-drop

11. Select Undo in the Gantt chart to revert the

change in the plan for the assembly job.

Note: Before you save the plan, you can revert all

changes to the plan using the Undo function. Use the



Save button to save the plan, or confirm to save the

plan when the Gantt chart is closed.

12. Select the assembly job.

13. Right-click to open the context menu and

select Schedule from material availability.

Note: The job is now scheduled forward from the

expected material availability date.

Context menu

After scheduling

14. Select the other assembly job and use the

context menu again to schedule the job

forward from the material availability date.

After scheduling



15. Select the first assembly job.

16. Select Toggle order highlight from the

Activity menu.

Note: The Toggle order highlight function can be

used if there are many jobs from different orders in

the Gantt chart. This makes it easy to see jobs that

relate to the same order.

17. Select Timescale in the Gantt chart menu.

18. In the To date field, enter a date that equals

todays date + 40 days.

19. Click OK.

20. Select the first assembly job.

21. Right-click to open the context menu.

22. Select Schedule next jobs.

After scheduling

23. Select the second assembly job.


After scheduling



25. Select Schedule next jobs.

Note: The bar above the two packing jobs is the

capacity indicator. The red color indicates that the

resource where the packaging jobs are scheduled is

overloaded. The reason for the overload is that both

jobs are scheduled on the same resource with the

same start and end time. A blue color on the capacity

bar indicates that the resource is booked to its

capacity.

26. Select both packaging jobs in the Gantt chart

by selecting the row for the first jobwhile you

hold down the Ctrl key, and select the second

job.

Note: When you select more than one job in the

chart, you must select the entire row in which the job

is scheduled.


28. Select Arrange jobs.

Note: The capacity bar for the packaging jobs has

now changed from red to blue.

Select the two packaging jobs

Plan after arranging the packaging jobs

29. Select the first assembly job. This job is

scheduled on resource 1211.

30. Select Show additional resources from the

Activity menu.

Note: Resource 1214 appears as an applicable

resource for resource 1211.

31. Select resource 1214 in the Show additional

resources list.



32. Click OK.

Note: Resource 1214 is now loaded to the Gantt

chart and appears at the bottom of the chart.

33. Select the first assembly job (select the entire

row).

34. Drag the assembly job from resource 1211 to

resource 1214.

After reassigning jobs from resource 1211 to 1214

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Visual scheduling for production - mbs. · PDF fileVisual scheduling for production ... Create production orders 8 Run master planning 9 Configure the production floor management workspace