Production Planning Jobs

Prints, previews or emails the output if Output Templates are set up for the module.

Export: Exports the list in .xlsx, .htm or .csv format.

Lets you change several records at once (select them with Ctrl + left-click).

Batch Update: Changes all the selected records when you click Update (button). The options are:

• Status (Trans): Updates the statuses of the transaction headers to the status selected on the dropdown list.
• Status (Item): Updates the statuses of the selected items to the status selected on the dropdown list.
• Due Date: Updates the due date to the one selected on the calendar.
• Req Date: Updates the required date to the one selected on the calendar.

Settings

• Edit User Access
• Edit Transaction Type

Views – Transaction

• Transactions
• Items

Views – Production

• Jobs
• Materials
• Tasks
• Outwork

Layout

The due date.

• The due date appears in red if it is later than the required date.
• Due dates are typically used to indicate when the goods must be ready.
• The caption may differ if it was changed in the Transaction Type’s settings.

The required date.

• If the date is before today, it appears in red.
• Required dates are typically used to indicate the date by which the customer requires the goods.
• The caption may differ if it was changed in the Transaction Type’s settings.

A menu that also opens when you right-click the entry. The options are:

• Open Transaction: Opens the Work Order.
• View Materials: Switches to the Materials view, filtered to show only the materials for the entry.
• View Tasks: Switches to the Tasks view, filtered to show only the tasks for the entry.
• View Outwork: Switches to the Outwork view, filtered to show only the outwork for the entry.