manufacturing foundation for microsoft business solutions-navision 4.00 demo script

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INTRODUCTION

The aim of this demo script is to assist the channel in demonstrating the main functionality of Manufacturing Foundation for Microsoft® Business Solutions for Manufacturing–Navision® 4.00 to customers.

The demo script provides instructions on how to demonstrate the benefits of the main features (Manual Planning, Direct Production Reporting and Graphical Production Scheduling) of Manufacturing Foundation for Navision 4.00.

Please note that Microsoft Manufacturing Foundation is an integrated solution designed specifically for small and lower mid-market manufacturers that rely on manual planning and straightforward production processes. This demo script will describe only Microsoft Manufacturing Foundation functionality (Manual Planning, Graphical Production Scheduling and Direct Production Reporting), however, there is also a demo script for Microsoft® Business Solutions-Manufacturing-Navision ® functionality (product design, capacity management, supply planning and order execution). For more information about the Microsoft Manufacturing functionality, please see the ‘Demo Script for Microsoft Manufacturing-Navision 4.00.doc’.

TARGET AUDIENCE TEST

The demonstration targets potential customers of Microsoft Business Solutions for Manufacturing-Navision who are also interested in buying a product that can support their Production Management strategy. The demonstration can be done for future users of the system or for sales and marketing managers, as well as for any decision maker within a company.

It can also be used to demonstrate the product to our partners in the channel who need to get more familiar with the simplified manufacturing functionality within Manufacturing Foundation.

IMPORTANT DEMO DATA GUIDELINES

If you decide to demonstrate the 3 features exactly as scripted in this document then the demonstrations must be run in one database and in the order defined by the scripts.

There is no special demo data file for these scripts. In stead, a few manual modifications must be made to the standard Cronus company before starting the demonstration:

Delete all existing sales orders for bicycle items.

Create one sales order for 10 bicycles at BLUE location.

Delete all planned and firm planned production orders.

M I C R O S O F T B U S I N E S S S O L U T I O N S 1Demonstrating Manufacturing Foundation for Microsoft® Business Solutions for Manufacturing–Navision® 4.00

Demo ScriptMANUFACTURING FOUNDATION

FOR MICROSOFT® BUSINESS SOLUTIONS FOR MANUFACTURING–

NAVISION® 4.00

Partner Confidential

As a general rule, keep to the suggested records during the demo because these records have a large amount of demo data associated with them.

Note: The Order Planning window will contain a lot of unplanned demand during all of the 3 different planning tasks, and many of these planning lines will be ignored during the demo – as explained in the script.


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DEMO Scenarios

#1 Manual Planning

The Production Planner must periodically handle new demand – both from sales and production – to create the necessary supply orders. This may be done at fixed intervals, for example every morning or every Monday, or it may be done when notified by Sales or Production, depending on the type of demand. The involved tasks are performed from the Order Planning window – a simple supply planning tool, which is based on manual decision-making rather than parameter-based automatic planning.

Note (to the audience): The standard Cronus demonstration company currently has a lot of unplanned demand. During the different planning tasks illustrated in the following demonstration, we will deviate from the realistic business flow by ignoring some demand with close due dates and in stead proceeding to non-urgent demand with much later due dates.

What to do What to say Screen shots

1. While in the Navigation Pane, show that Order Planning can be accessed from:

Manufacturing, Planning

Sales/Marketing, Order Processing

Purchase, Planning

A production order, Order, Planning

The Order Planning window can be opened from different application areas depending on the role (some sales and purchase staff may sometimes create purchase or production orders for particular demand).

The Order Planning window can also be opened directly from a production order showing its specific demand.


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2. From the Manufacturing menu, go to Planning and select Order Planning.

The typical user in small mfg. companies is a Production Planner who deals with all new demand in order to create the needed supply orders. When the Order Planning window first opens, a plan must be calculated to show the new demand situation since it was last calculated. (It is currently empty.)


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3. Click Functions, Calculate Plan.

Now the MRP logic behind the Order Planning window analyzes any new demand that has been introduced – from new or changed sales or production orders.

It calculates the needed quantity, based on total availability, of each demand line found. This calculation is done order-by-order, meaning that the order which includes the demand line with the earliest due/shipment date is considered first, and all other demand lines in that order, irrespective of their individual due/shipment dates, are also calculated for that order.

4. Make sure the Order Planning window is maximized and that column fields are resized to show all the default field names clearly.

When the calculation is completed, the window displays all unfulfilled demand as collapsed order header lines sorted by earliest demand date.

As you can see, Cronus has several orders with unfulfilled demand. Each bold planning line represents an order – sales order or production order – which includes at least one order line with insufficient availability.


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5. In the Show Demand As field, select different filters to illustrate the different views. Finish on the All Demand filter.

With the Demand Type field we can decide which order types to see.

Remark: Orders without availability problems are not shown. If none existed when a plan was calculated, the system would display a message and no planning lines would appear.


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Planning Task 1Now we will go through a simple planning task: To make purchase order for needed components as suggested by the system.


1. On the first line, move the cursor to the Description field.

In the bold planning line, representing the order header, the Description field shows the name of the produced item – carried from the production order header.

Remark: Had the production order been a so-called project order, the sales header would be carried to the production order and then this description field would show the customer name.

2. While still in the Description field, expand the first line (show or explain short-cut keys; Ctrl-Shift-A).

Under released production order 101001, we can see that 7 components have insufficient availability.


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3. Move the cursor down to the first demand line, Item No. LSU-15.

Now we see the actual demand lines in the order and some more fields are shown.

Remark: On demand lines, the Description field always shows the descriptions of the demanded item.

Notice that the demand date is the same for all planning lines in the order because of the order-by-order principle mentioned before.


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4. Click Line, Show Document.

From all planning lines, there is a quick link to view the source order in question: Just click Line, View Document.

5. Escape the Production order to return to Order Planning.

6. Move the cursor forward to the Needed Quantity field as you explain.

The Needed Quantity field contains the quantity of the demand line – transferred directly from the sales or production order. This field is read-only.

7. Direct attention to the Quantity Available field at the bottom of the window.

The Quantity Available field shows the total availability of the demanded item on the active line. (This quantity is the same as the Projected Available Balance field in Item Availability by windows.)

8. Move the cursor to the Replenishment System field. Click the drop-down button and explain the options. Finish on Purchase.

In the Replenishment System field, we can select which type of supply order to create to cover the demand in question.


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The default value is that of the item card (or SKU card), but you can change it to one of 3 options:

Purchase – to create a purchase order.

Transfer – to create a transfer order.

Prod. Order – to create a production order.

For this production order, we decide to purchase all the loudspeaker components from CoolWood Technologies.

9. Move the cursor to the Supply From field.

In the Supply From field we must select a value according to the selected replenishment system: Vendor for purchase, and location for transfer.

If the field is not filled in, the system will display an error message when you later try to make the supply orders.

Remark: If the components had a default vendor nos. set up on their item cards, they would be preset on the lines.

M I C R O S O F T B U S I N E S S S O L U T I O N S 1 0Demonstrating Manufacturing Foundation for Microsoft® Business Solutions for Manufacturing–Navision® 4.00

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10. Click the look-up button. In the Item Vendor Catalogue window, look up to vendor numbers and select vendor 30000. Click OK until you get back to the Order Planning window.


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11. Copy vendor no. 30000 (F8) to the other speaker components of this production order.

12. Move the cursor over the last 3 fields to show that they are editable.

We will leave the suggested order quantities unchanged as well as the order dates.

We are now ready to create a purchase order according to our planning.

13. Click Make Orders.

We therefore click Make Orders. On the Order Planning tab we get options about which planning lines to handle.

14. Click through the 2 tabs to illustrate the different options while explaining.

the Active Line – to make the selected supply order only for the line in which the cursor is placed

the Active Order – to make the selected supply order(s) for all the planning lines in the order in which the cursor is placed.

All Lines – to make the selected supply orders for all planning lines in the Order Planning window.

Here we will use the Active Order option.


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On the Options tab, we can choose to make the 3 kinds of supply orders directly or we can make requisitions to be processed further in other worksheets.

15. Finish on the defaults:- the Active Order - Make Purc. Order.

Here we will make a purchase order directly and therefore choose Make Purch. Order.

16. Click OK to create the purchase orders for all the component demand.

Last, we click OK to make a supply order for all the demand lines under the production order header line.

17. Back in Order Planning window, show that production order 101001 is gone.

Released production order 101001 is no longer shown indicating that its demand is now planned for.


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Planning Task 2Next we will go through a planning task where we plan to supply by transferring in stead of purchasing.


1. Move the cursor down to the planning line for order number 2008.

This time we plan for demand from a sales order. Now demand lines represent sales lines – and not component lines as was the case for the production demand.

2. Expand the line and move the cursor to the demand line.

Sales order number 2008 is for 10 pieces of loudspeaker LS-120, ordered by John Haddock Insurance Co.

The system has filled the line with the item’s defined replenishment system and default vendor.

Let us consider alternative means of supply than the defaults suggested on the line.

3. Direct attention to the information fields at the bottom of the window. Move the cursor along the fields as you explain.

In the Earliest Date Available field we can see that the 10 needed pieces will be available, on an inbound supply order, 9 days later than our current due date.

This is too late for our customer and we can’t stall the sale that long.

In stead, we see in the Available for Transfer field that we have 13 pieces of the item on another location. And we proceed to plan for this stock.


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4. Click the look-up button in the Available for Transfer field.

The Get Alternative Supply window shows the basic information relevant to this planning task and is merely designed for a quick “look-up and get” action.

5. Click Ok. We simply click OK to “book” the 10 pieces available at the location.

6. Direct attention to the demand line for 10 speakers and explain the new supply type.

As you can see, the system has now exchanged the suggested purchase with a transfer from green location. This time, the Make Order function will create a transfer order from green to the demanded location.

Remark: The Substitutes Exists field functions in the same way.


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Planning Task 3Now we will plan sales demand for a produced item with multiple product levels, which each create dependent production demand.


1. Move the cursor to the planning line with sales demand for order number 1001 (4 lines from the bottom).

This demand is a sales line like in the previous task, but this item has a defined replenishment system of Prod. Order.

2. Expand the line and move the cursor to the Replenishment System field.

3. Click Line, and show the different lookups. Finish in the Planning Components window.

From the Line button, we can look up to the sales order as illustrated earlier. But because this demand line represents a virtual production order proposed by the system, we can also look up to the relevant production master date.

This is similar to the planning capabilities from a real production order and enables the Planner to adjust various production requirements such as components and operations.


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4. Change the Quantity per from 1 to 2 for the Bell.

While we are here let us add an extra bell to the component need of each bicycle.

5. Escape to get back to the Order planning window.

Back in the Order Planning window, we begin to consider planning alternatives. In this case, we have no alternative means of supply – no transfer, substitute or later delivery – and we therefore proceed to create the suggested supply order – a production order.

6. Click Make Order and complete the function.

7. Back in Order Planning window, illustrate that the sales demand line is gone.

The planning line for sales order 1001 is now gone indicating that the initial sales demand is covered.


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8. Close the Order Planning window while explaining that we are taking on a more production-oriented planning role. Important: Make sure the window is closed or we will have 2 instances later.

Now, we could stay in this view and complete all the planning tasks. Alternatively, we will go to the production order we just made and access the Order Planning window from there. This will illustrate how the system accommodates a more specialized Production Planner role.

9. Open firm planned production order 101001 (for 10 bicycles).

Here is the production order we just created with the Make Orders function.

10. Go to Prod. Order Components to illustrate that the “double bell” are carried.

Let us just check that they will be produced with double bells.

Fine.


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11. Click Order, Planning.

Now we are a Production Planner who needs to plan for this specific production order. We therefore access the Order Planning window by clicking Order, Planning.

This view is always filtered on Production Demand – and we don’t see Sales Demand.

Remark: The system deliberately does not show demand only for the production order in context because it is “risky” to plan for one production order without overview of demand for potentially earlier component lines.

The 2 loudspeaker production orders are the same we left unplanned last time we were in here and will ignore them.


We must calculate a plan before we can see any new demand.

Now we see new lines for our specific production order and all its demand lines are expanded.


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13. Click View, Show Column and enable the Demand Quantity and Demand Qty. Available fields.

To get some extra information about these demand lines, let us call up some more quantity fields on the lines. We would like to also see the Demand Quantity field and the Demand Qty. Available field.

Now we can clearly see that we need to supply 10 of each component.

Note that 4 of the demand lines have replenishment system Prod. Order. These 4 subassemblies represent the second product level of the bicycle.

The system’s default replenishment settings are already filled in and we can proceed to make orders.


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14. Click Make Order. Direct attention to the embedded help text on the Order Planning tab. Read the text aloud.

In the Make Supply Order window, we use the default settings. Before we click OK, let us just read this piece of embedded information. (Read the Help text). Aha, this is important to us because we know that the bicycle has a couple of produced components – subassemblies – in its product structure, which might be in demand when we create this production order.

Now we can click OK to create production orders for the second product level of the bicycle.


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15. Illustrate that the top-level production demand line is gone.

The planning line for top-level production order 101001 is now gone indicating that the initial demand is planned for.


Let us now recalculate the plan as instructed in the embedded text.

17. Direct attention to the 4 new lines.

As you can see, new production demand is introduced from the subassemblies that must be produced to create the bicycles.

18. Explain that the system message is there because we entered the window from order 101001.

Because we entered the Order Planning window from firm planned order 101001, the system tells us that that particular order is now planned and no new lines are created for it.


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19. Delete the first 2 lines for loudspeakers.

To quickly make orders for our new production demand, we will first delete other lines in the window for now.

Remark: Remember, any existing demand will always reappear when we calculate a plan, so these planning lines will not get lost.

20. Click Functions, Expand All.

Now to get an overview of all the production demand for our 10 bicycles, we click Functions, Expand All.

The suggested supply plan looks OK and we decide to make the proposed orders.

21. Direct attention to the 2 wheel hub demand.

Note that 2 demand lines are for additional production orders – namely the third product level of the bicycle. This means that afterwards we must recalculate a plan for the third time.


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22. Click Make Orders, select All Lines and click OK.

Again we “make orders” and this time we select to make for all the lines.

23. Click Functions, Calculate Plan again. (Explain the message again)

Back in the empty Order Planning window, we calculate a plan again – to plan the bicycle structure right to the bottom.

Again – we entered from a specific order and therefore get that specific availability message.

Production orders are proposed to supply the wheel hubs – one for 10 front hubs and one for 10 back hubs.

24. Delete the top 2 lines and select to make orders for all lines.

We go ahead and make the suggested orders by first deleting the loudspeaker orders and then clicking Make Orders, All lines and then OK.


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25. Direct attention to the fact that Order Planning shows no new bicycle demand.

Then, as a last check, we calculate a plan again.

This time, only the loudspeakers are still needed – meaning that the 10 bicycles are planned through all product levels.

26. Escape the Order Planning window.

27. Go to a firm planned production order and press F5.

To confirm, we can go to the list of firm planned production orders by pressing F5 from any firm planned order.

Notice on the starting/ending times of the individual orders that they are scheduled according to the product structure so that the lowest-level components are produced first.

This also illustrates why it is important to plan multi-level items right to the bottom as shown in this planning workflow.

28. Close all windows before you proceed to demonstrate Direct Production Reporting (scripted below).

This concludes the demonstration of Manual Planning.


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BenefitsThis feature is a simple supply planning tool that functions as a manual MRP system, where the user makes planning decisions order-by-order based on visibility and manual planning functions. The Order Planning feature uses parts of the existing planning engine to find and analyze new demand but it does not consider planning parameters defined for the items and is therefore much more transparent than the automatic system.

The Order Planning window displays all new demand along with advanced availability information and suggestions for supply. It provides the visibility and tools needed to manually plan for demand from both sales lines and component lines and then create different types of supply orders directly. It requires that a Planner deals with demand level-by-level. That is, any dependent demand for lower-level production items is only visible to the system after the higher level is planned. The Order Planning feature includes functions to supply from alternative sources, to easily create different supply orders and to quickly recalculate new demand.


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#2 Direct Production Reporting

At regular intervals, production staff must record components consumed, time spent, and end items outputted for released production orders. These tasks can all be performed in the Production Journal window. The journal combines the functions of the separate consumption journal and output journals into one journal, which is accessed directly from a released production order. The values are posted to ledger entries under the released production order: Consumption quantities are posted as negative item ledger entries, output quantities are posted as positive ledger entries, and times spent are posted as capacity ledger entries. Posted values can also be viewed at the bottom of the journal as actual quantities.


1. In the Navigation Pane, go to Manufacturing, Execution, Released Production Orders.

Consumption and output reporting of course always takes place from released production orders.

2. Open released production order 1011003 (16 bicycles).

For the following scenario we use order number 1011003 for 16 bicycles due on 31/01/01.

Remark: Work date is 25/01/01 so you can see it really doesn’t start until tomorrow. But we will go ahead and demonstrate the feature although in reality no output can be made from this order yet.

3. From released production order 1011003, click Line, Production Journal.

To record consumption and/or output for this production order line, we simply click Line, Production Journal.


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4. When the journal opens, make sure the columns are expanded to show all field names clearly – also the first field, Entry Type.

Remark while it opens: For multi-line production orders, the recording must be done line by line. Alternatively, the consumption and output journals respectively can be used for batch posting of an entire production order.

Here we see the Production Journal window preset with the relevant production data of released order 1011003.

5. Move the cursor vertically down the Entry Type column.

The journal holds consumption lines, representing components, and output lines, representing operations.

For this production order, components are listed first followed by operations – in bold. If the BOM and routing of the order had been set up with so-called routing links, the journal would show components indented under their linked operations thus reflecting the actual process structure.

6. Move the cursor horizontally across the different columns as you explain.

As you can see, the different lines show only the information and quantity fields relevant to that specific entry type – all irrelevant fields are blank and write-protected.


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7. In the Consumption Quantity field, move the cursor down over all the zero values while directing attention to the Consump. Qty. field at the bottom of the journal.

If entries are already recorded, either manually or automatically, they will show at the bottom as actual quantities.

For example, we can see that all the components for this order have already been consumed.

8. Shortly drop down the Prod. Order button to show the menu items under Ledger Entries.

Remark: Details about the posted entries can be found under the Prod. Order button, Ledger Entries.

9. Move the cursor to the Flushing Method Filter field. Leave it on Manual.

Items and resources can be set up to record consumption and output automatically when production starts and finishes. Entries recorded by these so-called flushing methods can also be shown in this journal selecting the relevant filter up here.

10.Move cursor to the first of the 4 output lines.

We will now record some output values for this released order.


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11.Then move it across to the Output Quantity field.

You can see in the Output Quantity fields that the system has preset these fields with the expected quantity – that is, the quantity held on the production order. For some companies with very steady output this is convenient as the recording can be completed quickly. But for others it may be “risky” to preset the expected quantity because a user may accidentally record this quantity although the actual output was different.


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Therefore, Navision provides a setup for this.

12.Leave the Production Journal open, go across to the Navigation Pane and scroll to Setup, Manufacturing Setup. On the General tab, drop down the Preset Output Quantity field.

Let us quickly go out and look at this under Manufacturing Setup.

Here you see the setup field where we can select how to preset output lines. As you may know, it is only the value on the last output journal line that is posted as an actual inventory adjustment. Because this line is the most critical in this respect, a setup option therefore exists to preset with Zero on Last Line.

13.Leave the Expected Quantity option on, escape the setup window. This should bring you back to the Production Journal.

OK – let’s get back to our production journal.

14. Enter quantities in the Output Quantity fields as explained.

For the first 2 operations, we enter 100 minutes of run time, leave the expected output quantity of 16. In the last 2 operations we have only finished 14 and will not record any run time at this point.

Last, we press F11 to post and answer Yes to proceed.


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14.After posting, explain that the journal lines just handled have disappeared.

Now we can see that the journal lines we just handled have disappeared. The remaining consumption lines will remain as statistic as long as the production is unfinished – 2 still remain to be outputted.

15. Escape the Production Journal and then reopen it – Line, Production Journal.

The posted output lines will also show as statistic – but we must close and reopen the journal first.

15.Scroll through the output lines as you direct attention to the actual quantity fields at the bottom and explain.

Now, as we scroll down the output lines, we can see in the “Actual” fields at the bottom how much has been recorded for this released production order.

16.Close all windows before you proceed to demonstrate Graphical Production Scheduling (scripted below).

This concludes the demonstration of Direct Production Reporting.


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Benefits This feature makes it possible to record consumption and output from the context of a production order line.

The Production Journal window combines the functions of the consumption journal and the output journal into one journal, which is accessed directly from a released production order line. When the journal is opened, it is preset with the expected or remaining (by partial posting) quantities or times to be recorded – both output and consumption. With the use of routing link codes, the consumption lines (components) will be indented under the linked output lines (operations) thus providing a nice process overview. Quantities and times already recorded for the production order line are displayed at the bottom of the journal as actual entries.


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#3 Graphical Production Scheduling

When production orders are first created, either manually or through planning, they have realistic, but not necessarily optimal operation starting and ending times – this is called rough scheduling. This logic functions well and provides a solid foundation, but it does not load the production resources optimally and you may therefore want to perform rescheduling.

Rescheduling can be defined as changes you make concerning:

the starting and ending times of individual operations which production resources operations are performed at.

Rescheduling can be performed in the Production Schedule window, which is a Gantt chart that represents all ongoing production orders and their respective loading of production resources. It is fully integrated with the rest of the system and allows you to reschedule operations by drag and drop in this graphical interface and thus update the related production order data.


1. While in the Navigation Pane, show that Production Schedule can be accessed from:

Manufacturing, Planning

Sales/Marketing, Order Processing

Order Planning window, Functions

Production order, Functions.

The Production Schedule window can be opened from different application areas depending on the role (some sales staff may sometimes want to see the schedule so they can respond accurately to customer inquiries about the status of their orders.

The typical user is Production Planner who may access the window in different situations either to get an overview of order progress, to plan capacities, or to reschedule existing production orders.


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Scheduling Task 1First we take on the role of a sales person who needs to check the progress of a particular order because the customer has inquired if it will deliver on time.


1. From the Sales & Marketing menu, click Order Processing, Production Schedule.

With the Order Tracking feature from the sales order we have found out that the order is being supplied with production order 1011003.

From our Order Processing menu group we click Production Schedule.

2. As soon as the Production Schedule appears to the right of the Navigation Pane, click the maximize button to expand it to the whole screen.

When first opened, the window is set to the so-called Resource View. This time, we are not here for capacity planning so we select the Production Order View on this view button.

3. Click the “dynamic” Production Order View button at the bottom.

In this view we see all existing production orders in the system listed in the left pane – each production order status has a unique own color.


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4. In the left pane, move the cursor up and down the 4 production orders listed to the left.

The 4 existing production orders are all expanded here because there is room on the screen to do so.

If more orders were listed, some would be collapsed and a vertical scroll bar would appear to the right of the interaction pane – that’s what we call the center area.

5. Collapse and expand a couple of information levels.

We can collapse and expand the different levels of information as required.

Remark: Assembly Department is the work center used, and Mike Seamans, etc. are the different machine centers performing different operations.

6. Move the cursor to the time scale.

The top horizontal pane is the time scale.

7. Click and drag the time scale back and forth to illustrate. Leave it slightly longer than the initial so that the red squares (due dates) are visible to the right. It should be about 8 days after today’s date (the red line).

To expand the scale to show more days, we can simply click anywhere on the scale and drag it left or right to adjust the scale.


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8. Illustrate the zoom function:Press Shift + num keys -/+, or

Press Shift + right/left mouse button.

First zoom in 3-4 times and then zoom back out to the initial view.

Another quick way to expand the view is to zoom in using these smart zoom keys.

The total scope of calendar days that can be shown on the time scale can be set up in the system.

Let us quickly go out and look at this setup

9. Toggle (select other window) to Navision. Go to Manufacturing, Setup, Production Schedule Setup.

Here we can enter a starting date and ending date to define the total horizon relative to today’s date.

10. Move the cursor over the 2 date formula fields as you explain.

The current setup of minus one day as starting date means one day before today’s date, represented by the vertical red line in the Production Schedule window.


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11. Move the cursor to the Progress Calculation field, drop down the 2 options while you explain.

The last setup field defines whether operation progress is shown as time spent or quantities produced – both of which are recorded on output lines as demonstrated earlier.

12. Change the setting to Based on Quantity.

In a minute we will be looking for a progress value of quantity and we therefore select that setting now.

Remark: Of course, this would normally be a fixed setup.

13. Escape the setup window and toggle to the Production Schedule window.

Now, we are back as the sales person tracking the progress of released production order 1011003.

14. In the left pane, hover the cursor over the order description 1011003.

To the left, we clearly see the order number. If we need details about the order, we simply leave the cursor over the order description – and a tool tip text appears with relevant details.

Such tool tip information is available for practically all data elements in the Production Schedule window.


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15. Move the cursor out to one of the operations in the order and show that tool tip text appears.

In the interaction pane to the right of the order description, we see the actual operations scheduled for the order.

Again, a tool tip text for each operation will confirm that we are looking at the right order.

16. While on an operation, right-click and select Show links.

We are looking for progress information about the last operation. To get a clearer picture of the operation sequence, we can right- click in one of the operations blocks and select Show links.

17. Anywhere in the interaction pane, right-click and select Show progress

Also, right-click anywhere in the interaction pane and select Show progress.

Now we clearly see which operation is last. And we see blue bars representing progress.


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18. Place the cursor on first the last and then the second last operation long enough to show the Progress Percentage in the tool tips. (Read the percentage value aloud if the audience cannot see them.)

For these short operations, we need more visible progress detail and we therefore activate tool tip texts for the last and then second last operation.

Here we see in the Progress Percentage text that the last 2 operation have a few pieces remaining – 87, 5 % finished.

Remember earlier that we only recorded 14 as output on the last 2 operations.


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19. Direct attention to the red square representing the production order due date.

This red square represents the production order due date.

The sales person now has a clear impression of order status, and will probably reply to the customer that the order is progressing as planned and will ship on the promised date.

20. Escape the Production Schedule window illustrating that nothing needs to be saved.

Because no changes were made to the schedule, we can simply close it without saving.


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Scheduling Task 2Now we take on the role of the production planner who must perform some rescheduling because of changes to an existing order.


1. Go to Manufacturing, Execution, Released Prod. Orders and open order number 1011004 for 10 bicycles.

2. Change the quantity to 50 and the due date from 31/01/01 to 01/02/01. (Change the values as you explain.)

The customer who ordered 10 bicycles to be supplied with released order 1011004 has made a last minute request to increase the quantity to 50 and then accept a slightly later delivery date. We will start by adding one day to the due date to see if we can squeeze it in.

3. Refresh the order.

To implement in the order line the changes made in the header, we now refresh the order with the default settings.

OK that’s it – the changed production order line is now planned.


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4. Click Functions, Production Schedule.

The production planner knows that he had a balanced production schedule before this change was introduced. He therefore now enters the Production Schedule window to resolve any problems that may have occurred.


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5. Maximize as soon as the window opens and stay in Resource View.

Because we opened the production schedule from a specific production order, that order is highlighted with blue operation blocks in the interaction pane.

The grey background represents non-working hours. Therefore some operations are cut up over more working days.

In the bottom pane load histograms are displayed for every resource performing the operations. The individual load values are right under the related operation.

We clearly see that machine center Linda Mitchell has a problem because she has been assigned too much work assembling the 50 bicycles just introduced in the schedule.

6. Deselect and select some histograms by removing and adding check marks in the left-hand side.

Load histograms can be turned on and off with these check marks for every resource listed under production orders.


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7. Click Production Order view.

We can only select and deselect when in the Resource View, however, we can see selected load histograms from the Production Order view.


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8. Go back to Resource View

To resolve the overload we go back to the resource view, which is better suited for the type of capacity planning we will now perform.

9. Place the cursor somewhere on order 1011003, right-click and select Show links.

To get a better overview, we want to show links.

Aha – it looks like we could move Linda Mitchell’s work to Bryan Walton who has available capacity in that time slot. That would resolve her overload.

10. Click once to activate for vertical move. Then click and drag operation 30 up to the free slot in machine center Bryan Walton.

Oh yes, of course – she has already started and finished 14 pieces so we can’t move her work.

We will answer No and try other ways to resolve the situation.

11. Right-click somewhere on the changed order (blue blocks). Select Show links.

OK – it seems this changed order cannot be finished within the optimistic due date of 01/02/01. We will have to push the order forward to a later ending date.

Let us show links for the changed order before we decide how to reschedule.


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12. Click and drag the second last operation (3 separate blocks) forward to finish at the end of 01/02/01. (Right to the end of the white space.)

This third operation is causing the overload so let us try to place it…here.

Then it will finish late in the day on 01/02/01.

13. Click Yes to the message and then right-click and select Schedule next operations.

Here the system tells us that the operation sequence is violated – because the third operation ends after the last.

Here we can use a smart function to realign this.

First we click Yes to make the move and then we right-click on the third operation, which we just moved, and select Schedule next operations.

As you can see, we also have options to reschedule the one before this one. And, we can also undo all rescheduling by restoring the initial values to undo all changes made since we opened the schedule.


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14. Direct attention to the red shading of the last operation and then click Production Order View.

Now the last operation is sequenced correctly BUT, it has passed the due date, indicated by the red shading.

Let us go to the production order view to see this more clearly

15. (After explaining) Press Escape to close the Production Schedule window. Press Enter to save the new schedule.

Right – this is an acceptable schedule: The overload at Linda Mitchell is gone and the changed order has a new realistic ending date.

To save, we simply escape the window and select Yes to save the changes.

16. Back in the released order for 50 bicycles, place the cursor on the Ending Date-Time field in the line.

As we come back to the production order, we see right away that the ending time has been moved forward to the afternoon of 02/02/01.

This update is not yet implemented in the header.


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17. Then move the cursor up to the header and direct attention to the change in the Due Date field in the header.

Just move the cursor to the header and the database displays the new due date resulting from the rescheduling we have just performed.

18. Click Functions, Production Schedule.Maximize and select Production Order View as soon as the window opens.

As the last thing, let us quickly check that the new schedule is in balance.

Yes – everything looks fine.

Now we can inform our customer that his 50 bicycles will be delivered a day later than requested.

19. Escape the production schedule and then the production order.

This concludes the demonstration of graphical production scheduling.

Benefits: This feature provides a graphical representation of production orders and capacity loading in an integrated Gantt component.

The Production Schedule window is a Gantt chart, which is fully integrated with Microsoft Navision and allows a user to reschedule operations by drag and drop in a graphical interface and thus update the related production order data. The feature does not provide new scheduling functionality – it merely enables in a graphical interface the tasks otherwise done in tabular form in routings, task lists, load windows, etc. As such, it is a consolidation of existing data and functions for capacity planning and scheduling in one graphical interface, which provides much improved overview and simplicity of use for different user roles.


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manufacturing foundation for microsoft business solutions-navision 4.00 demo script

Documents

production orders

demo scenarios

order planning window

production planner

planning lines

main features manual

direct production reporting

production management