Change plan data

Use the Change plan data process to change plan details as a batch. This could be useful if, for example, you want to change the planning type of production operations from 'Infinite capacity' to 'Finite capacity'.

With the exception of two fields, all fields that can be changed with this process can be found in the 'production calculation for operations' on the Planning tab. The other two fields (Status and Complete) are found in the 'production calculation for operations' on the General tab.

If you choose 'Sales offer/order' or 'Production file/order', the Selection criteria fields will change. Use these fields to specify your chosen selection.

If you choose 'All operations', under Selection criteria, specify the production statuses, capacity groups and/or operation statuses for which you want to run the process. If you leave any or all three of the selection criteria fields empty, all items matching this criterion will be selected. Leaving all fields empty therefore means that all items will be changed.

This field shows the number of hours expected to be required to perform the operation. By default, this time is calculated on the basis of the operation time:

Plan time = PR -/- AC

Where required, another value can be entered for the plan time. If you are planning by labor time, only the planned labor time can be filled in. If you are planning by machine time, this will be the planned machine time.

The minimum lead time indicates the minimum number of days to be scheduled for an operation, regardless of the calculated lead time.

This check box is only relevant when you are scheduling based on infinite capacity.Set the field value to '0' if you do not want this field to control the process.

If a production file has a fixed lead time greater than 0, the planning process always uses the fixed lead time.

This check box is only relevant when you are scheduling based on infinite capacity.Set the field value to '0' if you do not want this field to control the process.

The planning process mainly consists of scheduling lead times of operations. Setup, adjustment, and operation times, which are used to calculate the lead time, can be specified for employees and for machines. Use the Based on field to specify whether you want the scheduling to take place based on labor times or machine times.

In the Type field, specify whether to plan based on an infinite or a finite capacity.

Fill in a daily capacity to restrict the available capacity specified for the capacity group (see Calculated capacity). When scheduling a capacity group with multiple employees or machines, you can use the To plan per day field to specify that not all capacity can or may be used for one operation. For example, if there are three machines with a capacity of 8 hours, enter "8 hours" in the To plan per day field. Instead of 24 hours (3*8 hours), only 8 hours per day will now be planned for the operation.

Based on the calculated capacity and the value of To plan per day, a number of 'working units' is automatically calculated in the background. These working units determine the number of hours planned, for example:

Calculated capacity	To plan per day	Working units	Hours per working unit
8	8	1	8
12	8	1	12
16	8	2	8
32	8	4	8
32	16	2	16

If you fill in '0', the To plan per day field will not be restricted.If you enter another number, it is important that the calculated capacity and the To plan per day value are in line with your working units.

Example

The way in which an 18-hour operation is scheduled depends on the way in which the available capacity is restricted by the value in the To plan per day field.

	Monday	Tuesday	Wednesday	Thursday	Friday
Available capacity	8	8	2	8	8
Scheduled per day if To plan per day = 0	8	8	2	-	-
Scheduled per day if To plan per day = 4	4	4	2	4	4

	Monday	Tuesday	Wednesday	Thursday	Friday
Available capacity	24	24	24	24	24
Scheduled per day if To plan per day = 0	18	-	-	-	-
Scheduled per day if To plan per day = 8	8	8	2	-	-

When scheduling operations based on finite capacity, you can specify how the available time must be filled:

Non-contiguous scheduling: All available capacity can be utilized. Any windows available in the schedule are filled.
Contiguous scheduling: The entire operation must be scheduled contiguously. This means that any intermediate days (after the start day) must be without any load, and that the remainder must fit on the last day. For the 'Contiguous scheduling' option, it is assumed that only one operation is being performed for a particular capacity group at a time. If you fill the To plan per day field with a value that applies to more than one machine, because some machines can work in parallel, this could result in an illogical planning when using the contiguous scheduling method. You are therefore not recommended to use this combination.

A limitation enables you to restrict the options for the start or end date of a production file or an operation. For instance, if you select 'Must start on' and specify a date, you can make sure that the production file or operation will start on that date. It is not possible to specify detailed restrictions for Modify plan data, but if a restriction is present, you can choose to leave it unchanged or to deselect it.

You can assign the following priorities:

Customer priority:	Production files are scheduled based on the priorities you have assigned to customers on the Customers form (in the Customers module).
Sales priority:	Production files are scheduled based on the priorities you have assigned to sales orders on the Specification tab of the Sales orders form (in the Sales module).
Shipping date:	The shipping date in the sales line (Sales module, Sales orders form, Lines button) for which the production file will be used, determines how the production files are scheduled.
Sales line status:	The status in the sales line (Sales module, Sales orders form, Lines button) for which the production file will be used, determines how the production files are scheduled.
Production end date:	Production files are scheduled based on their end date (production modules, Production files form, Planning tab).
Production priority:	Production files are scheduled based on the priority set in the production file (production modules, Production files form, Planning tab).
Production status:	Production files are scheduled based on the status set in the production file (production modules, Production files form, General tab).