Creating Jobs Manually

Key Concepts

In PlanetTogether, jobs represent the top-level object that generates requests for the shop to produce one or more products by a specific time. The Jobs View displays a list of all existing jobs and contains information on the Need Date, Customer, Priority, Quantity, etc. 

Jobs can be manually created from the Jobs View by clicking on the green "New Job" button found at the upper-left corner of the screen.

Clicking on this button will open the Jobs Dialog:

  1. Define the Name and the Need by Date of the new Job. A Description can also be defined here.  
    1. Additionally, information on the Customer, Destination, and Commitment can be manually entered from this dialog.
  2. Define the Manufacturing Orders (at least one).
    1. From the manufacturing orders tab, define the Product Name and Required Qty.
  3. Define the manufacturing order's Operations (at least one).
    1. From the Operations tab at the bottom of the Jobs dialog, click on New Operation, and select the Required Capabilities for performing the operation. Note: when this dialog is prompted the first time, you are selecting all of the required capabilities for ONE resource requirement. A single resource must have all capabilities selected during this first dialog.
  4. Define each operation's Resource Requirements (at least one).
    1. From the Resources tab | Resource Requirements, click on New Resource Requirement. This will prompt the user to select the capabilities that the resource requirement must possess.
    2. Define the Required Capabilities. Additionally, you can select the Default Resource or change the Attention Percent (if the job is to be scheduled on a multi-tasking resource). 
  5. Define each operation's Material Requirements (at least one).
    1. From the Stock Materials tab, click on New Stock Material Requirement.
    2. Define the Material Item, Warehouse, and Constraint Type.
      1. If the material needs to come from a specific warehouse, select the source warehouse here. Otherwise, PlanetTogether will make the choice of the source warehouse.
      2. Constraint Types:
        1. Constrained By Available Date: This is generally used for manufactured parts. When scheduling, PlanetTogether will check on-hand inventory first and then for open jobs producing the item as a product. 
        2. Constrained by Earlier of Lead Time or Available Date: This is generally used for purchased parts. When scheduling, PlanetTogether will check on-hand inventory first, then open purchase orders for the item, and lastly the standard lead time for the item. 
  6. Define the Products.
    1. From the Products tab, click on New Product and select an item from the Item Produced drop-down menu. 
    2. Define the Item External Id, Warehouse (destination), Total Output Quantity (this is the desired quantity), and set the Inventory Available Timing.
    3. Inventory Available Timing:
      1. At Operation Run Start: All produced inventory is considered available at the scheduled start of the operation's run time. This can be used in situations where operations consuming material should be allowed to schedule overlapping the operation producing the material. Note: If the material post-processing time is defined, the release time is delayed by that time span.
      2. At Operation Material Post-Processing End: All produced inventory is considered available at the and of the operation and any resource transfer time.
      3. Based on Item Transfer Qty: Material becomes available as it is produced in increments equal to its transfer quantity. Since a lot of extra bookkeeping is involved in this type of timing, scheduling may take longer. 
  7. Define each manufacturing order's Alternate Paths and each alternate path's Operations.
    1. The production routing is generally created in the order that the operations were created. If this needs to be changed, you can do so in the alternate paths tab of the Grid view. 
    2. Alternative routings can be created by clicking "New Alternate Path". 
    3. Click Link Operation or Successor to add operations to the routing. These operations must already exist in the Operations tab or PlanetTogether will produce an error. 
  8. Save and Close. The new job will appear as a new row in the Jobs view.