Production Planning Setup Tutorials

💡These tutorials explain how to set up QuickEasy BOS to use production.

Info

These setup steps tell QuickEasy BOS which modules and Transaction Types to use in production. You can include this setup when you set up the Transaction Types.

  1. Create or edit the Transaction Types as explained below:
    • How to Create a Work Order Transaction Type explains the Work Order Transaction Type in detail. If you already have a Work Order Transaction Type, you can edit it to match these instructions or create another one.
    • The other Transaction Types can be created according to the Transaction Type Examples. When you create them, you can add the settings that affect production as explained below.
  2. Create or edit the Copy Rules.
  3. Create Production Statuses (see Step 3: Create Statuses for Production).
  4. Set User Access for the Transaction Types and Copy Rules.

How to Prepare the Sales Order Transaction Type for Production

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Transaction Type you use for Sales Orders.
  3. Click Edit (button) on the top row.
  4. Click Settings (tab) (it should be open).
    1. Enter inv in the search block.
    2. Click the Value column next to the setting Inventory > Enable Resolves.
      • Note: If the setting is not there, click Settings (button) next to Add, find the setting on the popup, click Add/Update (button) and close the popup.
    3. Check these resolves:
      • Purchase
      • Produce
      • Reserve
  5. Click Save (button).
  6. Click Copy Rules (tab).
    1. Check that there is a rule to copy a Sales Order to a Work Order (otherwise, create one as explained in the Copying Transactions tutorials).
    2. Check the settings in these columns:
      • Execute = Actions (Transaction).
      • Resolve = Produce.

How to Create a Work Order Transaction Type

Info
  • These steps are explained in the same order as the Transaction Type tabs.
  • You do not have to complete the setup in one go. You can save your progress at any point and return to the setup later.
  • You can edit all the settings until the first transaction is created. After that, only some settings can be edited.
  • The captions (e.g. due date, required date) are suggestions; you may abbreviate or change them to suit your needs. However, we recommend you use due dates as your internal date on which production must be finished and required dates as the date on which your customer wants the goods.
  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Click New (button).
  3. Fill in the header details as follows:
    1. Description = Work Orders.
    2. Code = WO.
    3. Entity = All (or select a specific entity).
  4. Click Settings (tab) (it should be open).
    1. Click Settings (button) next to Add.
    2. Click all the settings on the popup that are listed in the Settings Table below. (Use Ctrl + left-click to multi-select.)
    3. Click Add/Update (button).
    4. Close the popup.
    5. On the Settings tab, enter the values in the Value column as shown in the Settings Table below.
      • Note: You can also add any of the other settings.
  5. Click Status (tab) and edit any of the statuses (optional).
  6. Click Categories (tab) and create any categories (optional).
  7. Click Copy Rules (tab) and create the rules as explained under Creating Copy Rules Tutorials.
  8. Click Output Templates (tab).
    1. Click the top row.
    2. Description = Work Ticket.
    3. Follower = Internal.
    4. Output = Print & Email.
    5. Right-click the entry and select Load Reportbuilder (.rtm) file.
    6. Navigate to your templates folder and click Workticket.rtm.
    7. Click Open (button).
  9. Click Save (button).

Settings Table

Group Setting Value
AccountingPricingCost Price
EstimatingEnable EstimatingProduction (Tasks, Materials & Outwork)
GeneralEnable CompanyCustomers (Active)
GeneralEnable Due Date (Enter Caption)Internal Due Date
GeneralEnable Required Date (Enter Caption)Customer Req. Date
GeneralEnable StaffAll
GeneralEnable TimekeepingChecked
InventoryEnable ResolvesCheck Purchase, On Order
InventoryDefault – Inventory Location (Production Materials)Select a default location from the dropdown list (optional).
Transaction ItemsEnable Date End (Enter Caption)Date End
Transaction ItemsEnable Date Start (Enter Caption)Date Start

How to Prepare the Purchase Order Transaction Type for Production

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Transaction Type you use for Purchase Orders.
  3. Click Edit (button) on the top row.
  4. Click Settings (tab) (it should be open).
  5. Click Settings (button) next to Add.
    1. Enter inv in the search block.
    2. Click the setting Inventory > Enable Resolves and click Add/Update (button).
    3. Enter prod in the search block.
    4. Click the setting Production > Transaction – Purchase Orders and click Add/Update (button).
    5. Close the popup.
      • Note: If the settings are not there, they are already added. Continue with Step 6.
  6. Navigate to the added settings:
    1. Click the Value column next to the setting Inventory > Enable Resolves.
    2. Check these resolves:
      • Purchase
      • On Order
      • Reserve
    3. Check the box in the Value column next to the setting Production > Transaction – Purchase Orders.
  7. Click Save (button).
  8. Check that there is a Copy Rule to copy a Purchase Order to a Supplier Invoice (otherwise, create one as explained in the Copying Transactions tutorials).

How to Prepare the Goods Issued Transaction Type for Production

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Transaction Type you use for Goods Issued.
  3. Click Edit (button) on the top row.
  4. Click Settings (tab) (it should be open).
  5. Click Settings (button) next to Add.
    1. Enter prod in the search block.
    2. Click the setting Production > Transaction – Goods Issues and click Add/Update (button).
    3. Close the popup.
      • Note: If the setting is not there, it is already added. Continue with Step 6.
  6. Check the box in the Value column next to the setting Production > Transaction – Goods Issues.
  7. Click Save (button).

Creating Copy Rules Tutorials

Note
  • Copy Rules must be created for each of these transactions.
  • The Allow and Set Statuses are suggestions; you may change them.

How to Create a Copy Rule for Goods Received

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Work Order Transaction Type you created for production.
  3. Click Edit (button) if it is not blue.
  4. Click Copy Rules (tab).
  5. Click the Copy To field on the top row and select Goods Received (Produced) from the dropdown list.
  6. Fill in the remaining fields as follows:
    1. Allow Status (H) = Active.
    2. Allow Status (I) = Active.
    3. Set Status (H) = Complete.
    4. Set Status (I) = Complete.
    5. Execute = Actions (Transaction).
    6. Caption (Action) = Copy to Goods Received (Produced).
    7. Items = On Order.
    8. Outstanding = Checked.
    9. Confirm = Checked (optional).
    10. Open Trans = Checked (optional).
      • Note: Leave fields that are not on this list empty.
  7. Click Save (button).

How to Create a Copy Rule for Purchase Orders (Outwork)

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Work Order Transaction Type you created for production.
  3. Click Edit (button) if it is not blue.
  4. Click Copy Rules (tab).
  5. Click the Copy To field on the top row and select Purchase Orders from the dropdown list.
  6. Fill in the remaining fields as follows:
    1. Allow Status (H) = Active.
    2. Allow Status (I) = Pending, Active.
    3. Set Status (H) = Waiting Raws.
    4. Set Status (I) = On Order.
    5. Execute = Actions (Production – Outwork).
    6. Caption (Action) = Copy to Purchase Order (Outwork).
    7. Items = Purchase.
    8. Outstanding = Checked.
    9. Confirm = Unchecked.
    10. Open Trans = Unchecked.
      • Note: Leave fields that are not on this list empty.
  7. Click Save (button).

How to Create a Copy Rule for Purchase Orders (Materials)

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Work Order Transaction Type you created for production.
  3. Click Edit (button) if it is not blue.
  4. Click Copy Rules (tab).
  5. Click the Copy To field on the top row and select Purchase Orders from the dropdown list.
  6. Fill in the remaining fields as follows:
    1. Allow Status (H) = Active.
    2. Allow Status (I) = Pending, Active.
    3. Set Status (H) = Waiting Raws.
    4. Set Status (I) = On Order.
    5. Execute = Actions (Production – Material).
    6. Caption (Action) = Copy to Purchase Order (Materials).
    7. Items = Purchase.
    8. Outstanding = Checked.
    9. Confirm = Unchecked.
    10. Open Trans = Unchecked.
      • Note: Leave fields that are not on this list empty.
  7. Click Save (button).

How to Create a Copy Rule for Goods Issued

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Work Order Transaction Type you created for production.
  3. Click Edit (button) if it is not blue.
  4. Click Copy Rules (tab).
  5. Click the Copy To field on the top row and select Goods Issued from the dropdown list.
  6. Fill in the remaining fields as follows:
    1. Allow Status (H) = Active.
    2. Allow Status (I) = Pending, Active.
    3. Set Status (H) = Waiting Raws.
    4. Set Status (I) = Issued.
    5. Execute = Actions (Production – Material).
    6. Caption (Action) = Copy to Goods Issued.
    7. Items = Reserve.
    8. Outstanding = Checked.
    9. Confirm = Unchecked.
    10. Open Trans = Unchecked.
      • Note: Leave fields that are not on this list empty.
  7. Click Save (button).

How to Create a Copy Rule for Goods Returned

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Work Order Transaction Type you created for production.
  3. Click Edit (button) if it is not blue.
  4. Click Copy Rules (tab).
  5. Click the Copy To field on the top row and select Goods Returned from the dropdown list.
  6. Fill in the remaining fields as follows:
    1. Allow Status (H) = Active.
    2. Allow Status (I) = Active.
    3. Set Status (H) = Active.
    4. Set Status (I) = Active.
    5. Execute = Actions (Transaction).
    6. Caption (Action) = Copy to Goods Returned.
    7. Items = Returned.
    8. Outstanding = Checked.
    9. Confirm = Checked.
    10. Open Trans = Checked.
      • Note: Leave fields that are not on this list empty.
  7. Click Save (button).

How to Create Production Statuses

Note

These menu options appear only if you select a Production option for the Estimating setting on the Settings tab (Settings (tab) > Estimating > Enable Estimating > Production).

  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. Double-click the Work Order Transaction Type that you created for production.
  3. Click Menu (button) > Edit Statuses (Production Materials).
    1. Click Add Default (button).
    2. Edit any of the fields (optional).
    3. If you edited any of the fields, click Save (button). Otherwise, close the popup (the default statuses are saved).
  4. Click Menu (button) > Edit Statuses (Production Tasks).
    1. Click Add Default (button).
    2. Edit any of the fields (optional).
    3. If you edited any of the fields, click Save (button). Otherwise, close the popup (the default statuses are saved).
  5. Click Menu (button) > Edit Statuses (Production Outwork).
    1. Click Add Default (button).
    2. Edit any of the fields (optional).
    3. If you edited any of the fields, click Save (button). Otherwise, close the popup (the default statuses are saved).

How to Set User Access for Transaction Types

Note
  • User Access must be set for each Transaction Type.
  • Admin rights are required to set User Access.
  • You can set access for all the Transaction Types from the Users interface.
  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. For each Transaction Type, right-click the Transaction Type and select Edit User Access.
  3. Click Actions (button) > Add/Remove Users.
  4. Move the users from the Available to the Selected section with the arrows.
  5. Set the access settings as needed. See Users for ways to speed up this process (e.g. with Batch Update).
  6. Click Save (button) if it is not greyed out.

How to Set User Access for Copy Rules

Note
  • User Access must be set for each Copy Rule.
  • Admin rights are required to set User Access.
  • You can set access for all the Copy Rules at once from the Users interface.
  1. Navigate to Transaction Types (Main Menu > Setup > Transaction Types).
  2. For each Transaction Type:
    1. Double-click the Transaction Type to open it.
    2. Click Copy Rules (tab).
    3. For each rule, right-click the rule and select Edit User Access.
    4. Move the users you want to grant access to from the Available to the Selected section with the arrows.
      • Note: You can remove access by moving the users from the Selected to the Available section.
  3. Click Save (button).

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