Production Planning Tasks
The Tasks view shows the tasks that must be performed for the jobs currently in production. Tasks are the services included in the routing section of the estimate. Production planning keeps separate tasks for each item on a Work Order. This page explains the buttons, filters and fields of the Tasks list view.
Buttons Explained
| Button | Description |
|---|---|
| View | Lists the entries that match the selected filters. |
| Arrow on View Button | Reset Data Filter: Resets all the data filters. |
| Output | 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. |
| Edit | Edits the entry. |
| Actions | 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:
|
| Menu | Settings Views – Transaction Views – Production |
Filters Explained
First use No Date to identify transactions without dates. Only use the date filters once all the dates are entered.
| Filter | Description |
|---|---|
| Set | Select a date option (e.g. No Date, Today, This Year). |
| Arrows | Adjusts the date in the direction of the arrow. |
| Date … to … | Set your own dates (based on the selection under Set). |
| Due Date (radio button) | Applies the selected date to filter the records by their transaction due dates. |
| Req Date (radio button) | Applies the selected date to filter the records by their transaction required dates. |
| Required (radio button) | Applies the selected date to filter the records by their task required dates. |
| Start (radio button) | Applies the selected date to filter the records by their task start dates. |
| Active (radio button) | Applies the selected date to filter the records that are Active (e.g. if the date is set for today, it shows all records changed or updated today). |
| Cost Centre | Select a specific cost centre or All. |
| Operator | Select a specific operator or All. |
| Status Checkboxes | Shows only the tasks with the checked statuses. |
Fields Explained
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| ID | The system-generated number for the entry. |
| Trans ID | The system-generated number for the transaction. |
| Status (Trans) | The status of the transaction. |
| Trans No. | The transaction and item numbers. |
| Date | The transaction date. |
| Req Date | The required date as per the transaction. 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. |
| Due Date | The due date as per the transaction. This 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. |
| Company | The name of the customer or supplier. |
| Reference | The reference entered on the transaction. |
| Product | The name of the product. |
| Status (Tasks) | The status of the task. Statuses are created here: Edit Transaction Type (e.g. Work Order) > Menu (button) > Edit Statuses (Production Tasks). |
| Type | The type of task (e.g. SER for Service). |
| Tasks | The name of the task. |
| Description | Read-only. The description of the linked item. Custom routing without an item (TSK (CNSTR), TSK (C) and OWK (C)) shows the routing description. |
| Unit | The unit of the task. |
| Cost Centre | The task’s cost centre. |
| Operator | The task’s operator, as set by the cost centre. If more than one operator is linked to the cost centre, select one from the dropdown list. |
| Workstation | The task’s workstation, as set by the cost centre. If more than one workstation is linked to the cost centre, select one from the dropdown list. |
| Required (Date Req (Tasks)) | The date on which the task is required. |
| @ (Time Req) | The time by which the task is required. |
| Start (Date Start) | The start date of the task. If the start date and time are filled in, the end date is calculated automatically by adding the estimated hours to the start date and time. |
| @ (Time Start) | The start time of the task. |
| End (Date End) | The end date of the task. If the end date and time are filled in, the start date is calculated automatically by subtracting the estimated hours from the end date and time. |
| @ (Time End) | The end time of the task. |
| Est Hrs | The estimated hours the job should take. |
| Act Hrs | The actual hours the job took. |
| Var Hrs | The difference between the estimated and actual hours. |
| Progress (%) | The percentage of progress made. |
| Timekeeping (Clock) | Timekeeping indicator. Shows a clock if timekeeping is active. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated By | The user who last updated the entry. |
 | A menu that also opens when you right-click the entry. The options are:
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