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Split order

Production orders » Split order

Use this function to split an entire order. The original order remains in the plan with the original order id. New orders are independent duplicates of the original order and has new ROB-EX controlled id’s. I.e. except from the order name (deducted from the…

Tab: Express order

Advanced functions » General settings » Tab: Express order

Also see general overview of Express orders. Snap means adjusting the operation start or end time to nearest “rounded” hour/minute value after the user has dragged the approximate duration of the express order using the mouse. If as an…

Order list window

Production orders » Order list window

The Order List window provides an overview of all production orders contained in the ROB-EX client. You get to this window by either selecting menu Edit->Order list or by clicking the order list icon in the tool bar. You may also jump to this window from other…

Edit production order

Production orders » Edit production order

This page describes the Edit order window explaining how to create and edit production order related information. To manually create a new production order do one of the following: Select New from the order list tool bar Right-click directly in the Gantt chart (in…

Order list reports

Production orders » Order list window » Order list reports

It is possible to print reports from the Order list. Use the filter function or the sorting function to initially shortlist the orders to include Mark the orders to be shown in the report: Press and hold the CTRL-button on the keyboard and click order rows to…

Production order progress (partial completions)

Production orders » Production order progress (partial completions)

A key feature of any serious scheduling system, is being able to schedule based on the actual situation of the shop floor. I.e. taking actual production progress into consideration. ROB-EX Scheduler has several different ways of obtaining, visualizing and scheduling…

Copy and paste from the Order list

Production orders » Order list window » Copy and paste from the Order list

The Order list and Orders and Operations list support copy/paste from ROB-EX into a spreadsheet. Select the orders or the route to be copied. E.g. use the filter- or sort functions. Press Ctrl+c in order to copy the data. Insert the data in the spreadsheet…

Searching, sorting and filtering using the Order list

Production orders » Order list window » Searching, sorting and filtering using the Order list

The Order list contains many features for searching, sorting and filtering out production orders. Configuring displayed columns Make sure you have added all the important columns you need to the order list. The table is 100% configurable when it comes to adding and…

Jumping to other windows from the Order list

Production orders » Order list window » Jumping to other windows from the Order list

Find Will close the order list and jump to the Gantt chart and select the operations of the selected productions orders. Use this function to find one or more production orders of interest in the Gantt chart. *Once orders are selected in the Gantt chart, use any of…

Route networks

Master data » Master routes » Route networks

The route network features allow a product to be modeled as a multi level part list. It can be thought of as a bill of material (BOM), but instead of materials it is the route that is the building block. A route network is used as template for a project, i.e. the…

Creating production orders

Getting Started » Solving my first scheduling problem » Creating production orders

Once master data has been created as described in the previous sections, production orders can be created and scheduled. In order to create a production order follow the steps below. Open the window “Order list” by selecting the item “Edit->Order…

Express orders

Production orders » Express orders

This function enables your to create an order with one operation directly in the Gantt chart. You start out by dragging a rectable in the Gantt chart rigit on the resource the order should book. The width of the rectable indicate start- and end time of the order. This…

Editing and managing orders

Production orders » Order list window » Editing and managing orders

The Order list window has several toolbar buttons to manage the life-cycle of a production order Delete Permanently deletes one or more selected orders. !Note deleting a production order is a permanent action which cannot be undone. It is possible to delete…

BOM Analysis Tool

Master data » Materials and BOM » BOM Analysis Tool

Use this tool to analyze the current demand and supply situation based on production order BOM information in your current ROB-EX Scheduler plan. This tool can provide additional insight into your multi-level BOM production. To startup this tool: Right-click an…

Right click menu

The user interface » Gantt chart » Right click menu

Functions for adjusting operations and orders in the Gantt chart. Use the right mouse button to click on an operation in the plan. Selecting Select order Select all activities in the order. The function is used when all activities in an order is to be moved in…

Production orders

A production order has a unique number and holds all information necessary to fulfill a certain requirement in terms of product, quantity, delivery date, operations, BOM, etc. It is something you can schedule and eventually (when ready), send out to production for…

Visual FlexRules

Product configuration » FlexRules » Visual FlexRules

FlexRules Layout item This rule defines a new column/field (layout item) that any ROB-EX Scheduler user may add to any standard table. Layout items may also be referenced from HTML reports and Shop Floor. A Layout item FlexRule consist of a single expression that…

Key Performance Indicators

Scheduling » Key Performance Indicators

The “Key Performance Indicator” (KPI) gives some statistics or key figures on the selected orders, projects or operations. It can be used to compare different planning scenarios in order to achieve the most optimal plan. Among others it shows the quantity…

Gantt chart

The user interface » Gantt chart

The Gantt chart in ROB-EX Scheduler combines the graphical Gantt chart overview with tools making it easy to change and simulate operations and production orders. This is an overview of topics covered in this first section: The Gantt chart Frequently used…

DemandSatisfier

Macro » DemandSatisfier

The demand satisfier macro can create orders based on customer demands (material shipments) and/or demands from intermediate orders. For an example plan demonstrating how to use the DemandSatisfier, see the section with a general introduction of the Batch module. …

CSV integration

Import and export » CSV integration

Import and export using text files with Comma-separated values (in short termed CSV integration) is possible with three different interface modules: CSV integration MPS 1 This module in its simplest form support import of order header data with the purpose of…

TextSingleLineExport

Macro » TextSingleLineExport

Will export order information to a text file. Each row in the generated text file contains information about a single operation in ROB-EX Scheduler, including the project and production order it belongs to. Operations are grouped by production order and the sequence of…

Series and groups

Production orders » Series and groups

The Series function supports the grouping of operations from different orders, having the same properties, for execution in continuation of each other. A series is composed of one or more operation groups, typically one for each resource entered into the series. An…

JoinOrders

Macro » JoinOrders

This macro can join multiple selected orders into one – if they use the same route. Select one operation in each order to join. The first selected order will be retained and the others will get deleted. The quantity sum is set on the retained order. All links…

Scheduling strategy

Scheduling » Scheduling strategy

Scheduling Strategy Window Unless a default scheduling strategy has been set, the Scheduling strategy window is shown each time orders are scheduled: The settings in this window define how the selected orders and operations are scheduled. Orders being scheduled …

CreateProductionOrder

Macro » CreateProductionOrder

Will create a new production order. Example parameter configuration Parameter descriptions (* = configuration required) allowMoveInResourceGroup false = Move within resourcegroup allowed. createAsPlanned false = Status will be set to new true = Status will…

Scheduling

Scheduling orders : How to schedule or reschedule orders in ROB-EX. Scheduling strategy window: Strategies and setting available when planning in ROB-EX. Setting a default scheduling strategy : How to set the default scheduling strategy used for new…

CSV 1 integration

Import and export » CSV integration » CSV 1 integration

This chapter describes the setup and use of the module CSV 1 integration for ROB-EX Scheduler. Using this module text files with data delimited by comma, semi colon etc. containing order and routing information can be imported into ROB-EX. The following are examples…

The Materials tab

Master data » Master routes » Operation list » Editing operation details » The Materials tab

Use this tab to add, edit or remove BOM-lines assigned to the current operation. If you edit BOM-lines for an operation assigned to a master route, then those BOM-lines will be copied automatically to any order created from that master route. If you edit BOM-lines…

Pegging

Macro » Pegging

This macro will create pegging links (material dependencies) between operations which respectively consume and produce a semi finished product. A good understanding of the ROB-EX BOM module is vital to understand the concepts of the pegging macro. Background A…

Changing the UI language

Product configuration » Changing the UI language

Runtime language configuration Introduction This is a description of how to customize the text shown in ROB-EX in the various dialogs and menus. All the text in ROB-EX is stored in so called language files. The default language is English and the English texts are…

Variable list of columns

Product configuration » Variable list of columns

Below is a list of possible variables to access column/field values from operation, production order, project etc. These are the same variables used, when you add columns through the field chooser in ROB-EX and presented in a table. As an example the order list. *If…

Group assignments

Production orders » Order list window » Group assignments

The order list window has an option for executing similar functions on groups of operations. I.e. assign operations across different production orders the same resource, the same start time, and more. You can use this function on a filtered list of production orders.…

Tab: Project and Economy

Advanced functions » General settings » Tab: Project and Economy

This module is only available with license to Project and Economy. Setting Description Distribute economy evenly across operation duration If resource calendar is used, the turnover is distributed across the hours available. The turnover…

Standard Excel Import

Import and export » CSV integration » Standard Excel Import

This package comes with a ready-to-use Excel file for easy import of order data into ROB-EX. The package has the following features: A ready to use Excel sheet with build in flexibility regarding columns, naming and formatting. Copy and paste of orders directly…

Schedule new orders

Getting Started » Solving my first scheduling problem » Schedule new orders

Production orders with status New are only visible in the Order list, not in the Gantt chart. I.e. none of the orders occupy capacity on resources as of yet. *A new production order can automatically be created as planned and thus immediately be added to the Gantt…

Detail panel

The user interface » Gantt chart » Detail panel

Mark an operation in the Gantt chart and see detailed information about the selected operation, order, and project The panel is activated/deactivated in the menu View. Operation Production order Project (Only with ROB-EX Project) Manpower (Only with ROB-EX…

Status overview

Product configuration » Misc and background » Status overview

Order status overview Table of supported order states Status text Status level Incomplete 5 New 10 Forecast 15 Planned 20 Released 30 Start…

Search panel

The user interface » Search panel

The search panel offers advanced search functionality where multiple fields can be combined and various search criteria can be set up. The search panel is by default shown in simple mode – thus only one search field is visible. It’s possible to unfold it by…

Creating master routes

Getting Started » Solving my first scheduling problem » Creating master routes

The route defines the number and the sequence of operations needed, in order to produce a semifinished good or product. Master routes are added to a library which is reused when creating new production orders. Once a production order is created the master route is…

View menu

The user interface » Gantt chart » Menu » View menu

Click on… if you want to… Order name View order name together with the orders The order name is viewed above the order in the Gantt window. The order name is shown as a text above each operation in the Gantt plan. The…

REST Client

Import and export » REST Server » REST Client

Page Content Introduction REST Client API Documentation Requirements Simple use cases Advanced use cases FAQ / Troubleshooting Introduction With the REST Server started, the user can create a custom integration, using any programming language they desire,…

Edit menu

The user interface » Gantt chart » Menu » Edit menu

Click on… if you want to… Undo Undo the latest movements in the Gantt plan. You can undo infinite times, however, only to the last time the order list has been opened or the last time a new file has been imported. The…

SelectComponents

Macro » SelectComponents

This will select operations based on the specified parameter settings. The parameters can be combined i.e. both resource and status can be used etc. As an example select all operations on a given resource having order state Started. You would typically use the…

Direct SQL Integration

Import and export » Direct SQL Integration

The principle behind this integration is that on a push of a button in the ROB-EX client, SQL calls are executed on the ROB-EX client towards the database of the ERP system. The SQL itself can be modified from application to application, but ready made templates are…

Keyboard shortcuts

The user interface » Keyboard shortcuts

Generally Function Description CTRL+C Copy one or more production order First select the production order to be copied, by selecting one of the operations in the production order. Press CTRL+c Insert a copy of the production…

XML minimal example

Import and export » XML » XML minimal example

This is the “Hello world” example for ROB-EX XML import, showing the minimum required information that must be supplied in order to import 2 resources and 1 production order with 2 operations into ROB-EX. Essentials of the XML document structure is…

XMLExport

Macro » XMLExport

This will perform an XML MRP 2+3 export. The format of the XML follows that defined by the XML Export integration module. Example parameter configuration Parameter descriptions (* = configuration required) checkOperationsDirtyFlag true = Check if…

Adding and removing table columns

The user interface » Adding and removing table columns

Most tables in ROB-EX will allow a user to individually add or remove columns according to the user’s own preferences. In this section, we will show how to add table columns, remove table columns and specify the field name. Add table columns 1. In order to add…

.NET Client

Import and export » REST Server » .NET Client

Page Content Introduction Requirements .NET API documentation Simple use cases Advanced use cases Introduction To give the users the ability to easily create a .NET Client that integrates with ROB-EX, we have implemented the .NET Assembly deployed in…

Project List

Projects » Project List

Project list Using ROB-EX Gantt Project module production orders can be grouped in projects and shown in a special view. A project corresponds to a sales order, that is a level above production orders, where production orders belonging to the same sales order are…

HTML report configuration

Reporting and KPI » Production targeted HTML reports » HTML report configuration

Page Content Introduction Location of the XML configuration files A simple HTML report definition The structure of an HTML report definition The “baseGroup” attribute Add/Change columns Add a Gantt chart The complete list of…

Shop Floor

Options » Shop Floor

ROB-EX Shop Floor allows the user to view the current production schedule using a standard internet browser. Table of contents Introduction Edit group Edit user Start the web server Log on the web server Setup appearance The job list Order details Operation…

Synchronized operations

Production orders » Synchronized operations

Operations can be synchronized so that two or more operations start at the same time. If any of the synchronized operations are moved in time, then all other synchronized operations move along with it. Synchronization of operation are divided into two cases: For use…

Campaign management

Master data » Materials and BOM » Campaign management

A campaign can be used in discontinuous process and batch industry. A campaign is a grouping of productions orders producing similar products. The reasons for producing in campaigns can be many including reduction of cost (less setup and switchover time) and for some…

Tab: Integration

Advanced functions » General settings » Tab: Integration

This tab affects the behaviour concerning integration to ERP systems using any of the modules: XML integration During import of operations ROB-EX will automatically create a template operation for each new operation name imported. If this option is…

Tab: Standard

Advanced functions » General settings » Tab: Standard

Standard settings for Orders Default values and settings for orders If checked, this will set the precondition flag when creating new orders. The default priority or new orders. The default customer for new…

The Times tab

Master data » Master routes » Operation list » Editing operation details » The Times tab

Field Explanation Quantity factor Adjust the number of pieces on the specific operation. Example: An order produces 100 tables. The current operation produces table legs. For every table on the production order, this operation produces 4…

Global client settings

Product configuration » Global client settings

A ROB-EX Scheduler Client or Viewer has a global configuration file called custom\GanttSetup.properties. The file contains various settings concerning the behavior and appearance of ROB-EX. Configurations made in this file, by an Admin, will affect all clients starting…

Master materials

Master data » Materials and BOM » Master materials

The Edit->Materials windows lists in table format all master materials known to the system. The standard search functionality provides the flexibility to search and filter in many different ways. Each row in the table represents a material and each column a property…

Functions menu

The user interface » Gantt chart » Menu » Functions menu

The menu Functions contains the following options: General Settings Scheduling Strategy XML Plugin Database Plugin Textfile Plugin Manpower User management Macro->Edit Script console Settings – Scheduling strategy Select a scheduling…

AdjustOrderQuantityToInventory

Macro » AdjustOrderQuantityToInventory

Adjust operation or order quantity based on the stock level for the material consumed by the selected operation. If there’s a positive stock level after the operation end time and a specified horizon ahead. Adjust the qty up so all material is consumed and thus…

GanttSetup.properties file

Product configuration » Global client settings » GanttSetup.properties file

# ROB-EX property file # Copyright (c) 2011 NOVOTEK PLANNING SYSTEMS Misc # Location of Gantt log file. If not specified it will be placed in # users documents and settings area # logfile.location=C\:\\temp\\robexlog # Dateformat used for loading/saving of…

BOM scheduling settings

Scheduling » BOM scheduling settings

Important: The parameter “Use in planning” (found on the master material) must be enabled in order to include a material in the BOM scheduling! Notice that, if “Procurement leadtime” is defined on the master material, it will be considered, if…

Time and Attendance import

Import and export » Time and Attendance import

This optional module is capable of importing progress registrations from an external data collection system and assign the progress information to correct operation in ROB-EX Scheduler. Note: requires license to “CSV Progress” import module (see…

Property columns

The user interface » Adding and removing table columns » Property columns

To ensure that you will never run out of free-text fields, the concept of “Property” fields are now available on the following data entities: Resource, Project, Order, Route, Operation, Constraint, Material, Material Transactions, and Warehouse. A property…

Operation split and join

Production orders » Operation split and join

Use the Split operation function to split operations into two or more operations. The function is available by double clicking in the column “Split” in the operations list of the route editor selecting “Split operation” in the shortcut menu,…

Resource views

The user interface » Gantt chart » Resource views

Creating and editing views Views define what resources are currently visible in the Gantt chart and in what sequences they are shown. Users may create their own views. In ROB-EX you will find 4 built in views: Standard (CTRL + 1) The standard view shows all…

Archiving

Options » Multiuser » Archiving

The archive functions in ROB-EX is used to remove data from ROB-EX Scheduler Client no longer needed for the planning process, but still retain the data in the ROB-EX Scheduler database. This is typically old data which cannot be deleted for different reasons. As an…

SplitOrderToBatches

Macro » SplitOrderToBatches

This macro makes it possible to split orders into batches. The macro will split orders according to configuration parameters found on the objects in ROB-EX. The macro will split all orders belonging to the selected operations. OBS: ALL SPLITS ARE FINAL. Parameter…

Data security

Options » Multiuser » Configuration » Data security

Data security ensures that limitations can be made on resources in the plan for users of the system running the multi-user version. Configuration of these limitations is restricted only possible for the admin users. As a use case assume that you have a production and…

Customize CSS classes

Reporting and KPI » Production targeted HTML reports » HTML report configuration » Customize CSS classes

Customize CSS classes Some basic knowledge of CSS (Cascading Style Sheets) is required in order to customize the appearance of HTML reports. The css classes are located in a file called “ganttChart.css” or “opi.css” in \config\htmlreport. The…

CSV Singleline export

Import and export » CSV integration » CSV Singleline export

With this module semicolon separated files containing order information can be exported from ROB-EX. For further information see the description in TextSingleLineExport macro

Operation list

Master data » Master routes » Operation list

The bottom right list displays operations assigned to the currently selected route. Use each row to change properties of the operation. Additional columns can be added by right clicking on any of the column headers selecting Field chooser. The following is an…

Tool bar

The user interface » Gantt chart » Tool bar

Click on… if you want to… New Create a new plan. The present plan is cleared for orders but the selected resources are preserved. It is advisable to save the former plan with the functions Save or Save as…

Known Sequencer limitations

Options » Sequencer » Known Sequencer limitations

Value profiles are not supported in combination with: Series and Groups The normal planning rules (e.g. forward/backward/bottleneck rules) will work as expected for variable setup time and variable capacity as long as these times are not sequence dependent.…

Bottleneck

Macro » Bottleneck

This will perform a bottleneck sort on the selected operations. I.e. the selected operations on the “bottleneck” will keep current start and end times. Previous and following operations in the route are planned with limited or unlimited capacity. Normally…

General settings

Advanced functions » General settings

This document explains the different settings available in the ROB-EX planner client menu: Functions->Settings->General. Help is available on the following topics Standard File Gantt chart Graphs & windows Shopfloor Multiuser Express order Resource…

CheckShelfLife

Macro » CheckShelfLife

Check if shelf life is exceeded. This macro will show a list of operations consuming a material which is too old. Pegging must be done first in order to check for shelf life (shelflife). Suborder links are also supported. Example parameter configuration …

Alternate routes

Master data » Master routes » Alternate routes

As an example of how to get started using alternate routes these step-by-step instructions shows how to configure a simple plan to use alternate routes. The example shown below is available in the planning file “\data\alternate route example.xml”…

Guide to scripting

Product configuration » Developing using the API » Guide to scripting

The following will explain the power of ROB-EX Scripting by showing how a simple script is created and executed. Overview The Scripting option allows the full ROB-EX API to be called and manipulated through the Groovy Scripting language. The Groovy language is a…

Visma Business SOA integration for ROB-EX

Import and export » Visma Business SOA integration for ROB-EX

Page Content Introduction Installation Requirements Installing the Service Setting up the connection and some other mandatory parameters Synchronize Advanced configuration The “General” tab The “Macro”…

UpdateMaterialDates

Macro » UpdateMaterialDates

This will find the earliest possible start (materials ready) for the selected operations. The material date on the orders are updated and the operations can be moved to the material date automatically. Example parameter configuration Preconditions BOM must be…

File menu

The user interface » Gantt chart » Menu » File menu

Click on… if you want to… New The current plan is cleared completely. It is possible to keep master data. Save the former plan with the functions Save or Save as before “New” is selected in order not to lose…

Editing operation details

Master data » Master routes » Operation list » Editing operation details

You may edit an operation by: double clicking on an operation in the route list (in e.g. the the Edit->Route window or from the Order list). double clicking on an operation in the Gantt chart selecting Edit operation in the right-click short cut menu The…

ShowDocument

Macro » ShowDocument

Opens the attached document on the selected operation. If more than one document is attached to an operation the first one in the list is opened. It’s also possible to specify a regular expression pattern. If multiple operations are selected, documents on the…

Attached documents

Master data » Attached documents

External documents, such as Word documents, spreadsheets, drawings, links to homepages etc. can be attached to e.g. operations or orders in ROB-EX. The “Documents” dialog (go to “Edit -> Documents”) shows a list of all the documents which are…

Shop Floor configuration

Options » Shop Floor » Shop Floor configuration

Introduction This document describes how to configure the appearance and behavior of the Shop Floor interface. Examples of how to add/remove columns, change the names and widths of the columns are illustrated. Then some more specific features are described i.e.…

Behavioral FlexRules

Product configuration » FlexRules » Behavioral FlexRules

FlexRules in this category changes the behavior of ROB-EX Scheduler business rules. Operation resource filter A FlexRule which is called whenever business rules needs to establish the net-list of possible resources, that an operation may be assigned to. This is…

SequenceOptimizer

Macro » SequenceOptimizer

This will sequence optimize selected operations on selected resources Example parameter configuration If no operations are selected nothing happens when this macro element is executed. The SequenceOptimizer is part of the Sequencer option and primarily used when…

Sequence Optimizer

Options » Sequencer » Sequence Optimizer

The Sequencer has a built in optimizer module. To learn more about the algorithms used by the Optimizer refer to the SequenceOptimizer macro command. The objective of the optimizer is to create an optimal sequence of operations on a single resource with respect to…

Permission Roles

Options » Multiuser » Permission Roles

A Permission Role represents a group of users who have their permissions restricted to some extent. Each role inherits permissions from its parent role, the role role.Admin is the ancestor of all roles. The role.Pro is a child of role.Admin. So if a feature is…

Master routes

Master data » Master routes

This chapter explains how to edit existing routes or create new routes. Please refer to the chapter Getting started – Creating master routes” for a full example on how-to create new master routes. Changes to master routes made from…

UpdateOrderDates

Macro » UpdateOrderDates

This will update the material and delivery date fields on the selected production orders. The update will be performed according to the operations in the order. For instance the delivery calendar will be set to the latest operation’s end calendar and the material…

Master data

This chapter covers the different types of master data available in ROB-EX Scheduler. Resources defines who is doing what at the operation level Shift calendars defines the availability of resources Master operations is the building blocks of master routes Master…

SetOperationStatus

Macro » SetOperationStatus

Changes the status to the specified value for all operations currently selected in the gantt chart. Example parameter configuration Parameter descriptions (* = configuration required) force force a status change even though it may not correspond to the…

Advanced customization of scheduling rules

Scheduling » Advanced customization of scheduling rules

From ROB-EX 4.2 build 267 and newer it is possible to override the normal scheduling rules by using the API Scripting option. Doing this requires knowledge about both scripting and the ROB-EX API, so it should be done by experienced ROB-EX consultants. To see an…

Interfacing using Talend Open Studio for Data Integration

Import and export » Interfacing using Talend Open Studio for Data Integration

An easy and recommended approach, when building interfaces between ROB-EX and external systems like ERP, is to use an ETL tool (Exctract, Transform, Load). Using a tool reduces the learning curve required, enabling non-developers to create even complex…