What information do I need before using Production Scheduling for the first time?

Article code: PSHDB10
Tags: Set Up, Shift, Line, Import Data

Answer

Before using Production Scheduling, you will need to have the following information available:

1. Item and work order data
2. Shifts
3. Lines

You will need to import your items and work orders in order to use Production Scheduling. Please read the following sections to learn best practices when importing item and/or work order data and setting up shifts and lines. 

1. Item and work order data

In Production Scheduling, you need to import the following data in order to create your production schedule:

• Item information (e.g. item name, item description, customer name, etc.)
• Production details (e.g. units expected, units produced, item code, due date. etc.)

When you have your item and work order data available, you will need to enter and organize your data into a CSV file. Click here for the item import CSV template and here for the work order import CSV template.

To learn how to import item and work order data, please read the following two articles, “How do I import items into Production Scheduling?” and “How do I import work orders into Production Scheduling?”

2. Shifts

Shifts in Production Scheduling represent the work shifts that you have established at your facility. When setting up shifts in Production Scheduling, it is best to capture the work shifts exactly as they occur at your facility (i.e. same time and dates). 

To learn how to set up shifts in Production Scheduling, please read the HelpDesk article, “How do I set up a shift in Production Scheduling?” 

3. Lines

In Production Scheduling, a line usually refers to your production line or a physical location where you would complete production work (e.g. packing or manufacturing). 

When setting up lines in Production Scheduling, it is best to use the names of production lines, or physical locations where production work is completed, exactly as they are used at your facility. Also, it would be ideal if you could determine the type of work being completed or the machinery used at each line because you can enter this information in Production Scheduling. 

To learn how to set up lines in Production Scheduling, please read the HelpDesk article, “How do I set up a line in Production Scheduling?”

After importing item and work order data and setting up shifts and lines in Production Scheduling, you can begin creating your own production schedule!  

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Related HelpDesk Articles:

• What is a work order in Production Scheduling?
• What is a shift in Production Scheduling?
• What is a line in Production Scheduling?
• What do I do if I accidentally deleted a line in Production Scheduling?
• What do I do if I accidentally deleted a shift in Production Scheduling?