Production Planning Tasks Tutorials

💡These tutorials explain how to edit and batch update production tasks, view linked items and Work Orders, and start, stop and edit task timekeeping.

How to Edit Individual Tasks#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Set the filters as needed.
4. Click View (button).
5. Click Edit (button).
6. Click a field in a column with a blue caption.
7. Select another value from the field’s dropdown list, calendar or time chooser.
8. Click Save (button).

How to Edit Multiple Entries (Batch Updates)#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Set the filters as needed.
4. Click View (button).
5. Click Actions (button) > Batch Update.
6. Check the box of each entry you want to change.
7. Select one of these options next to Update:
   • Cost Centre = Select a cost centre from the dropdown list.
   • End = Select an end date on the calendar.
   • Operator = Select an operator from the dropdown list.
   • Required = Select a required date on the calendar.
   • Start = Select a start date on the calendar.
   • Status = Select a status from the dropdown list.
   • Workstation = Select a workstation from the dropdown list.
8. Click Update (button).
9. Confirm the change.

How to View a Linked Item#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry and select Open Linked Item.
   • Note: The item opens in a modal form (a popup), where you can edit it. The modal form does not have the general item functions, such as creating items.

How to View an Item Summary#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Right-click an entry and select View Item Summary.
   • Note: If the entry is an item (not a custom entry), the summary appears on the right.

How to View the Work Order Transaction#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry and select Open Transaction.
   • Note: The Work Order opens. Use the arrow next to Edit Work Orders to return to the tasks production view.

How to Start Timekeeping#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry and select Start Timekeeping.
   • Note: If the task has no Operator, BOS shows the message “The selected Task has not been linked to Operator.” Select an operator in the Operator column first.
6. Click Yes (button) to confirm.
   • Note: A clock appears in the Timekeeping column.

How to Stop Timekeeping#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry that has a clock in the Timekeeping column and select Stop Timekeeping.
   • Note: The Act Hrs (Actual Hours) column shows the hours worked.

How to View or Edit the Timekeeping Transaction#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry that has an amount in the Timekeeping column and select Open Timekeeping.
   • Note: The Timekeeping record opens.
6. Click Edit (button) to edit the record (optional).