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The graph area

The user interface » Gantt chart » The graph area

The graph area shows different kinds of graphs, such as Workload graph Manpower graph (refer to chapter Optional modules->Manpower) Material graph (refer to chapter Optional modules->BOM) If more graphs are selected to be shown at the same time, a scroll bar is…

Workload graph

Web Planner » Web-planner overview » Workload graph

A workload graph is by default shown at the bottom of the Gantt chart. To hide or show the graph use the arrow next to the Workload graph titlle. The workload relating to each resource is shown by the color assigned to the resource in the resource list. See more about…

The structure of the roles.xml file

Product configuration » Enable/Disable GUI elements » The structure of the roles.xml file

The roles.xml file has a hierarchical structure. The top tag is RoleList, then follows the PermissionRole which describes the user’s role, then the FeatureContainer which contains several features. A feature has two attributes Visible and enabled where both have two…

Starting the app

Reporting and KPI » Dashboard App » Starting the app

Get the HTTP address of the ROB-EX Integration Client. Contact your ROB-EX system administrator. It will look like this: http://robexsrv01:9999 On your mobile or desktop device open a modern web-browser (e.g. Chrome, Edge, Safari) Enter and Bookmark the URL for the…

Starting the App

Reporting and KPI » Resource monitor » Starting the App

Get the HTTP URL of the ROB-EX Integration Client. Contact your ROB-EX system administrator. It will look like this: http://robexsrv01 On your mobile or desktop device open a web-browser (e.g. Chrome, Edge, Safari) Enter and Bookmark the URL for the Resource…

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…

The Advanced tab

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

The advanced tab allows control of less commonly used advanced options. Calendar settings Respect resource calendar If “Yes” is selected (the default) the duration of the operation will be calculated with respect to open and closed periods. If…

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…

The Dependencies tab

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

Anchorpoints for constraint arcs between two or more operations may be edited from the Dependencies tab. Also see how to use the graphical constraint editor

The Batch tab

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

Please see the description of the Batch module

The Manpower tab

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

Please refer to chapter Optional modules – Manpower for a description of the Manpower tab.

The user interface

The user interface

The main window The following features are part of the main Proficy Scheduler window: The Gantt chart. Menu Toolbar Detail panel Short cut menu Edit operation Create express order

The Progress tab

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

The progress function can get its information (partial completions) by Manually entering the information in this window. A typical way to get to the tab, is by double clicking an operation in the Gantt chart. The window Edit operation is opened. For Started…

Scoping the problem

Getting Started » Solving my first scheduling problem » Scoping the problem

Before starting to enter master data into Proficy Scheduler, it is important to gain an overview of the production area you intend to plan for. As an inspiration, you can follow the steps outlined below. Define planning scope Limit the area of the production you want…

Installing the client

Getting Started » Installing the client

This document explains the steps necessary to install a new Proficy Scheduler client. Installation of the Proficy Scheduler Multiuser Server is optional and is a separate topic you can read more about in the Multiuser server section. Preparation First make sure that…

Show or hide the field on the detail panel

Product configuration » Enable/Disable GUI elements » Show or hide the field on the detail panel

The existing fields on the detail panel can be hidden or some fields which are not shown by default can be shown. Below the default detail panel is illustrated. The following example describes how to show the customer field. To show the Customer field perform the…

The Sub-operation tab

Master data » Master routes » Operation list » Editing operation details » The Sub-operation tab

Use this tab to adjust settings when an operation is of type Sub-operation. Please see page on Sub-operations.

The Attached Documents tab

Master data » Master routes » Operation list » Editing operation details » The Attached Documents tab

External documents, such as Word documents, spreadsheets, drawing, links to homepages etc. can be attached to operations in ROB-EX. Select “External documents” in the shortcut menu (Right click on an operation). A list of documents attached to the operation…

Selecting the runtime language

Getting Started » Starting up the desktop client » Selecting the runtime language

This setting controls text on labels, menus, buttons, etc. Add the locale parameter as shown below. In the example the parameters “en IE” (case matters !!!) added to the Target line will start a client with English (en) language using Irish (IE) regional…

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 Desktop Client in the various dialogs and menus. All the text in Desktop Client is stored in so called language files. The default language is English and the…

Developing using the API

Product configuration » Developing using the API

API Developers Kit The API Developers Kit will enable custom programs to be written and executed embedded into the Desktop Client. The program or script written interacts with the Desktop Client through a Java based API (Application Programming Interface). The API…

Planning the client installation

Getting Started » Installing the client » Planning the client installation

This document explains considerations that should be taken into account when planning to install the clients: Proficy Scheduler Planner and Proficy Scheduler Viewer. Preparation First make sure that the target system meets the system requirements. For a client the…

The complete list of properties

Reporting and KPI » Production targeted HTML reports » HTML report configuration » The complete list of properties

This is the list of properties which can be used on e.g. the element when configuring HTML reports and Shop Floor pages. *Are you missing a field? In that case use the LayoutItem property for a given entity followed by ‘.’ (period) and then the id of a…

The old Integration Client service

Advanced functions » Integration client » The old Integration Client service

For client versions prior to 6.4.0.319 / 6.2.0.346, the Integration Client service is launched using a so called “Wrapper” launcher. For versions 6.4.0.319 / 6.2.0.346 and later, an improved launcher called “Procrun” is being used. Installation…

Using the Proficy Scheduler Multiuser

Options » Multiuser » Using the Proficy Scheduler Multiuser

This chapter describes the daily use of Proficy Scheduler Multiuser. When the Proficy Scheduler client is logged into the Multiuser server, the user will be connected to a specific site and will only be working on the plan of that site. It is not possible to change…

Starting up the desktop client

Getting Started » Starting up the desktop client

After completed installation either start Proficy Scheduler desktop client using The shortcut created by the installation utility in the Proficy Scheduler program folder If starting Proficy Scheduler on a client where Proficy Scheduler installer has not been run…

Using the Scheduler/ROB-EX installer

Getting Started » Installing the client » Using the Scheduler/ROB-EX installer

The same Proficy Scheduler installer is able to install all the different components of Proficy Scheduler Planner and Viewer Desktop Client Integration Client Floating License Server Multiuser Server (including Web Planner) The Proficy Scheduler installer is…

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…

Operator – The new Shop Floor module

Options » Operator – The new Shop Floor module

  A new modern version of Shop Floor and Time Tracker available for all customers on sub-scription. Provides a list of operations/jobs to shop floor personnel grouped by resource (equipment) – sorted by start date or any other sorting that…

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…

Show or hide menu items in the right click menu

Product configuration » Enable/Disable GUI elements » Show or hide menu items in the right click menu

When the user right-clicks an operation on the Gantt chart a popup menu appears with various menu items in it. The menu items can be hidden, or the hidden ones can be shown. The “Change resource” menu item is by default visible as shown below. To hide the…

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…

Material graphs

Master data » Materials and BOM » Material graphs

The material graphs visualize the projected stock levels, i.e. the result of all the different stock transactions: Counting Purchase Shipment BOM-line One or more material graphs can be added and each graph can be configured individually. You may choose to…

Dashboard Quick Guide

Reporting and KPI » Dashboard App » Dashboard Quick Guide

This is a quick guide to the user interface of the App. The home screen From this screen, you can jump to different KPI areas. Orders – e.g. Scheduled Order delivery performance Projects – e.g. Scheduled Project delivery performance. Operations…

Tab: Graphs & windows

Advanced functions » General settings » Tab: Graphs & windows

The max height in pixels of the bottom area of the gantt chart showing graphs for workload, man-power and material. Note that this is the max height, since Proficy Scheduler will only use up the space necessary to show currently viewed graphs. …

Product configuration

Product configuration

Welcome to the documentation for users/consultants performing additional configuration or development on Desktop Client. For configuration specifically related to Web Planner, please consult the Web Planner pages. To learn more about server side Proficy Scheduler…

Sub-operations

Master data » Master routes » Operation list » Sub-operations

Table of contents Introduction Using sub-operations Creating sub-operations Editing sub-operations Adding sub-operations to normal operations Scheduling with sub-operations Introduction A sub-operation is a special type of operation that can be…

Warehouses

Master data » Materials and BOM » Warehouses

Warehouse locations can be used if the warehouse is spread out over multiple locations. Thus it’s possible to view the total stock level for a given material or view the level in a certain warehouse. The window to create a new warehouse is opened by the menu…

Gantt chart

The user interface » Gantt chart

The Gantt chart in Proficy 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…

General settings

Master data » Resources » Resource tree » General settings

General setup Efficiency Set the efficiency for this resource. A resource working with another efficiency as the standard resource. E. g. an older machine can produce only 80% per hour of what a newer machine can. In that case, set the efficiency to 0.8. If the…

REST Server

Import and export » REST Server

Page Content Introduction Requirements Starting the REST server Test connection FAQ / Troubleshooting Introduction When enabled, the REST Server, provides the user with a REST Based Client API (a set of web-services). This allows for custom integration…

Manpower menu

The user interface » Gantt chart » Menu » Manpower menu

Click on… if you want to… Show Manpower graph View the manpower graph in the bottom of the window. The manpower graph shows the manpower requirement pr. hour, day or week depending on the selected horizon. Please refer to chapter…

Web-planner overview

Web Planner » Web-planner overview

This section provides an overview of Web Planner. The main view of the Gantt chart is shown below. Home menu The home menu provides quick access to different area of Web Planner and related components. Note for some links you might be asked to provide your login…

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…

Scheduling

Scheduling

Scheduling orders : How to schedule or reschedule orders in Proficy Scheduler. Scheduling strategy window: Strategies and setting available when planning in Proficy Scheduler. Setting a default scheduling strategy : How to set the default scheduling strategy used…

Manpower graphs

Production orders » Manpower graphs

Manpower graphs shows the actual requirement for manpower pr. hour, day or week. For each operation the manpower requirement is entered. The total manpower requirement is shown in the graph in the button of the window. Use the resource button to the left in the…

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…

Left side resource list

Web Planner » Web-planner overview » Left side resource list

In the Web Planner, you can find the resources to the left. Hover over one of the resources and the menu bar will show up. In this section, we will explain the menu bar for the resource, views, and field chooser for the resource. Single resource view This will…

Resource view editing

Web Planner » Master data editing » Resource view editing

Define named views and what resources to show for those views. Maintaining a list of well organized views will help planner and viewer users keeping the overview even when your plan has many resources. As an example for a production with two departments cutting and…

Color modes

The user interface » Gantt chart » Menu » View menu » Color modes

The different supported color modes are explained in more detail below Milestone colors Shows if the milestones are respected. Operations are given colors according to if they respect delivery and materials date/times. Colors used: Yellow The operation is…

Tray Service Manager

Advanced functions » Integration client » Tray Service Manager

Once installed with the “Auto start tray program” option of the service installer the Proficy Scheduler Tray program is displayed as an icon in the system tray area of the Windows task bar. The tray program provides an interface, which enables the user to…

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…

Document Scheduler on-prem deployment

Getting Started » Installing the client » Using the Scheduler/ROB-EX installer » Document Scheduler on-prem deployment

A PowerShell script that will list all Proficy Scheduler services and applications installed on the current PC. Purpose List and document installed Proficy Scheduler Services and Applications for an on-prem Proficy Scheduler deployment. Typically used in order to…

Resource monitor

Reporting and KPI » Resource monitor

This is a web-based App to display KPI’s for a resource (machine). The KPI’s shown are available hours (open shift calendar time) scheduled hours actual production in hours or quantity. These figures are displayed as a graph for “Today”…

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…

Min/max stock level (safety stock)

Web Planner » Master data editing » Master material editing » Min/max stock level (safety stock)

It is possible to specify limits per material per warehouse for lower and upper stock inventory levels (safety stock levels). If the inventory for instance drops below the minimum inventory the figures will be red on the material graph. Further more it’s…

Min/max stock level (safety stock)

Master data » Materials and BOM » Min/max stock level (safety stock)

It’s possible to specify limits per material for lower and upper stock inventory levels (safety stock levels). If the inventory for instance drops below the minimum inventory the figures will be red on the material graph. Further more it’s possible to…

SplitOperationsByStorageSpace

Macro » SplitOperationsByStorageSpace

Split or move producing operations to suitable warehouse resources – where there are enough space. If a warehouse is found with enough space for the entire operation it is moved to the resource assigned to that warehouse. Otherwise the operation is splitted and…

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…

Categories

Master data » Materials and BOM » Categories

Categories can be used for subdividing or grouping materials. I.e. if you have materials of different variants or materials that can be in different states. As an example a material named “Screws” has a category named “Type”, in order to be…

Categories

Web Planner » Master data editing » Master material editing » Categories

Categories can be used for subdividing or grouping materials. I.e. if you have materials of different variants or materials that can be in different states. As an example a material named “Screws” has a category named “Type”, in order to be…

Tab: Materials

Advanced functions » General settings » Tab: Materials

Note that this tab is only available with license to the BOM module. If “No graphics” is selected then material graphs will show values but without bar graphics. If enabling graphics specify the height in pixels for each material graph…

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…

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…

Unit of measure overview

Product configuration » Misc and background » Unit of measure overview

When importing unit of measure, as an example using the Excel master route/bom import, then the following names are supported. Any of the strings in column “ISO unit” and “Alternative 1-4” may be used. Important: case matters. Unit class…

Material transactions

Master data » Materials and BOM » Material transactions

Three different material transaction types are available: Counting: Indicates that the quantity of materials in stock has been counted on the indicated date. Proficy Scheduler uses this to calculate the planned amount/inventory in stock. Purchase: Indicates that a…

Operation efficiency

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

With the operation level efficiency field, it is possible to allocate more or less workload per operation in the open periods of the resource calendars. This is useful if you as an example schedule for a labor group, where you need more or less than a single person to…

Using Panel header fields

Web Planner » Field chooser to customize windows and tables » Using Panel header fields

This example shows the result in a folded General panel. The result is obtained by opening the field chooser and unfolding a panel. Next selecting Header. Then add the two fields order.name and order.product_id to the right side Selected fields area. Notice how all…

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…

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…

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…

Templates

Advanced functions » Templates

With this dialog you can perform maintenance of your templates. There are 3 kinds of templates Macros (automation of often performed tasks) Table properties (e.g. what table columns to show) and View layouts (what text to show about Gantt bars). Templates in use…

Managing users

Options » Multiuser » Configuration » Managing users

Create a new local user Press the link “Add new user” to create a new user. The following window is shown: Enter The users full name, A username (e.g. initials) – this is the login name A password Select If the user should be able to…

Service client startup parameters

Advanced functions » Integration client » Service client startup parameters

Depending on specific customer requirements and how the Proficy Scheduler system is deployed, it may be needed to further configure more advanced startup parameters of the service. The service client for production will be running as a Windows background service and…

Trouble shooting using logfiles

Product configuration » Trouble shooting using logfiles

The different Proficy Scheduler components all use the Logback framework for logging. Each component has its own logfile located in a folder as part of the installed location of the component. For more info on the logback.xml format, see the logback manual. The…

Creating a calendar specific calendar

Master data » Shift calendars » Creating a calendar specific calendar

The calendar specific calendar is used to specify periods in time that deviate from the ordinary holiday and week calendars. E.g. meetings that only occur occasionally. The calendar specific calendar can only contribute to one main (general) calendar. In the window…

Help menu

The user interface » Gantt chart » Menu » Help menu

Click on… if you want to… User’s manual View the ROB-EX online user’s manual To print the entire manual or selected areas, we recommend printing from the pdf version of the manual. You may open the PDF version of the…

Instructions for entering periods

Master data » Shift calendars » Instructions for entering periods

A period is a rule working from a specified start date and forward. The window “Add new period” has four parts The top part The period limitation part The advanced part The repetition part The top part First choose what type of period you want to…

Resource Monitor Quick Guide

Reporting and KPI » Resource monitor » Resource Monitor Quick Guide

Once connected to the App, start out selecting the resources you would like to display. They are shown on the page in the sequence they are selected Select if you would like to display the resource KPI’s in Hours or in Quantity. Note, that if Quantity is…

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…

Create a resource specific calendar

Master data » Shift calendars » Create a resource specific calendar

The resource specific calendar is used to specify periods of time that deviate from the ordinary holiday, weeks and calendar specific calendars. As an example it could be planned down time like a preventive maintenance job. Changes to the resource specific calendar…

Command line options

Getting Started » Starting up the desktop client » Command line options

Different options can be passed to the ROB-EX Gantt.exe / ROB-EX Viewer.exe (and from Proficy Scheduler v8.0 and later Scheduler Planner.exe / Scheduler Viewer.exe) startup files to further control the different features of the product. By specifying -help or /? on the…

Master data editing

Web Planner » Master data editing

Open the Master Data editing window from the top-left hamburger menu. Once opened, the window can be opened in its own tab using the top-right icon . This way it is fast to view and evaluate results in the Gantt chart. *The master data option is only available…

Using date and time fields

Web Planner » Field chooser to customize windows and tables » Using date and time fields

The date format of df (date fieldI) renderer types can be changed in the field properties in the “Format” textfield. Here are a few examples of common date formats: 2022-07-18 13:47 yyyy-MM-dd HH:mm 18-07-2022 13:47 dd-MM-yyyy HH:mm 07-18-2022…

SetOprCalendar

Macro » SetOprCalendar

Will set the start or end calendar on one or more currently selected operations. A calendar chooser is shown to the user allowing him to enter/select the new date and time (only shown if no “autoSetCalendarRule” has been specified) Example parameter…

SplitOperationsEnsureEmptyWarehouse

Macro » SplitOperationsEnsureEmptyWarehouse

This can take producing and consuming operations on a resource group and balance them out to the resource group members based on available warehouse capacity and product shelf life (among others!). Simultaneously filling and emptying is considered (overlap between…

Attached documents

Master data » Resources » Resource tree » Attached documents

External documents, such as Word documents, spreadsheets, drawings, links to homepages etc. can be attached to resources in Proficy Scheduler. Select External documents in the shortcut menu (Right-click on an operation). A list of documents attached to the operation is…

Master route editing

Web Planner » Master data editing » Master route editing

The route defines the number and the sequence of operations needed, in order to produce a semi- or finished good. Master routes are maintained as a master data library which is reused when creating new production orders. Once a production order is created the master…

Creating a holiday calendar

Master data » Shift calendars » Creating a holiday calendar

In a holiday calendar vacation periods will be created. A holiday calendar is created in the following way: In the window “Edit resource calendar” select tab “General calendar”. In the middle of the window select tab “Holiday…

Archiving

Options » Multiuser » Archiving

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

Master operation editing

Web Planner » Master data editing » Master operation editing

Master operations created or edited here are used for building master routes. An operation in the Proficy Scheduler term, describes a process to perform (i.e. cut, grind, etc.) and the list of resources capable of performing the operation. The master operation is thus…

Scripted updates and installs

Getting Started » Installing the client » Using the Scheduler/ROB-EX installer » Scripted updates and installs

The script is a .BAT script which will execute the standard Proficy Scheduler Setup Installer multiple times without showing the installation wizard. I.e. the .BAT script will automatically update or install multiple Proficy Scheduler components. The script: Will…

ResetSplit

Macro » ResetSplit

This macro command can join operations which are split. Furthermore it can delete suborder links, delete linked CIP orders and move original operations back to their resource groups. Select one of the split operations and it will find all the other split members in…

Tab: Resource filter

Advanced functions » General settings » Tab: Resource filter

From this tab it is possible to control what resources will be available in the pick list of possible resource shown when manually changing an operation from one resource to another. Enable or disable sorting rules. A sorting rule will color resources…

Creating a week calendar

Master data » Shift calendars » Creating a week calendar

The week calendar is used to state periods of time that occur daily or weekly. E.g. the working hours of the individual shifts. The week calendar can just as the holiday calendar be shared between many different general calendars. In the window “Edit resource…

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.…

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…

Transition rules

Scheduling » Scheduling Settings on Resources » Transition rules

Resource Transition Rules will add more detailed constraint modeling, down to single-resource and single-product. The transition rules enable the possibility to block resource changes depending on the previous or next operations (i.e. not only based on the current…

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. !If you run the…