Microsoft Business Solutions–Navision for Financial

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Demo Script
MANUFACTURING FOUNDATION
FOR MICROSOFT® BUSINESS SOLUTIONS FOR MANUFACTURING–NAVISION® 4.00
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 ManufacturingNavision 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.
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 nonurgent demand with much later due dates.
What to do
What to say
1. While in the
Navigation Pane,
show that Order
Planning can be
accessed from:
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).
 Manufacturing,
Planning
 Sales/Marketing,
Order Processing
 Purchase, Planning
 A production order,
Order, Planning
2. From the
Manufacturing
menu, go to
Planning and select
Order Planning.
Screen shots
The Order Planning
window can also be
opened directly from a
production order
showing its specific
demand.
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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What to do
What to say
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.
Screen shots
It calculates the needed
quantity, based on total
availability, of each
demand line found. This
calculation is done orderby-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.
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.
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.
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 1
Now we will go through a simple planning task: To make purchase order for needed components as
suggested by the system.
What to do
What to say
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.
Screen shots
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.
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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What to do
What to say
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.
Screen shots
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 dropdown 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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What to do
What to say
Screen shots
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.
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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What to do
What to say
Screen shots
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.
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
We are now ready to
create a purchase order
according to our
planning.
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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What to do
What to say
Screen shots
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 2
Next we will go through a planning task where we plan to supply by transferring in stead of purchasing.
What to do
What to say
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.
Screen shots
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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What to do
What to say
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.
Screen shots
Remark: The Substitutes
Exists field functions in
the same way.
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Planning Task 3
Now we will plan sales demand for a produced item with multiple product levels, which each create
dependent production demand.
What to do
What to say
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.
Screen shots
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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What to do
What to say
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.
Screen shots
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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What to do
What to say
8. Close the Order
Planning window
while explaining
that we are
taking on a more
productionoriented 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.
Screen shots
Fine.
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What to do
What to say
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.
Screen shots
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.
12. Click Functions,
Calculate Plan.
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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What to do
What to say
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.
Screen shots
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.
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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What to do
What to say
15. Illustrate that the
top-level
production
demand line is
gone.
The planning line for toplevel production order
101001 is now gone
indicating that the initial
demand is planned for.
16. Click Functions,
Calculate Plan.
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.
Screen shots
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What to do
What to say
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.
Screen shots
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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What to do
What to say
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.
Screen shots
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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What to do
What to say
25. Direct attention
to the fact that
Order Planning
shows no new
bicycle demand.
Then, as a last check, we
calculate a plan again.
Screen shots
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.
Benefits
This 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.
What to do
What to say
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.
Screen shots
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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What to do
What to say
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.
Screen shots
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 writeprotected.
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What to do
What to say
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.
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 socalled 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.
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.
Screen shots
For example, we can
see that all the
components for this
order have already been
consumed.
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What to do
What to say
Screen shots
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.
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.
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.
Last, we press F11 to
post and answer Yes to
proceed.
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What to do
What to say
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.
Screen shots
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.
What to do
What to say
1. While in the
Navigation Pane,
show that
Production
Schedule can be
accessed from:
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.
 Manufacturing,
Planning
 Sales/Marketing,
Order Processing
 Order Planning
window,
Functions
 Production order,
Functions.
Screen shots
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 1
First 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.
What to do
What to say
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.
Screen shots
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 socalled 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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What to do
What to say
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.
5. Collapse and
expand a couple
of information
levels.
We can collapse and
expand the different
levels of information as
required.
Screen shots
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.
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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What to do
What to say
8. Illustrate the
zoom function:
Press Shift + num
keys -/+, or
Another quick way to
expand the view is to
zoom in using these
smart zoom keys.
Screen shots
Press Shift +
right/left mouse
button.
First zoom in 3-4
times and then
zoom back out to
the initial view.
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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What to do
What to say
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.
Screen shots
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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What to do
What to say
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.
16. While on an
operation, rightclick 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 rightclick 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.
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.
Screen shots
Again, a tool tip text for
each operation will
confirm that we are
looking at the right
order.
Now we clearly see
which operation is last.
And we see blue bars
representing progress.
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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What to do
What to say
19. Direct attention
to the red square
representing the
production order
due date.
This red square
represents the
production order due
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.
Screen shots
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.
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Scheduling Task 2
Now we take on the role of the production planner who must perform some rescheduling because of
changes to an existing order.
What to do
What to say
Screen shots
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.
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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What to do
What to say
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.
Screen shots
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 lefthand side.
Load histograms can be
turned on and off with
these check marks for
every resource listed
under production
orders.
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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What to do
What to say
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.
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.
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.
Screen shots
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.
We will answer No and
try other ways to resolve
the situation.
Let us show links for the
changed order before
we decide how to
reschedule.
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What to do
What to say
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.
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.
Screen shots
Then it will finish late in
the day on 01/02/01.
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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What to do
What to say
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.
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.
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.
Screen shots
Let us go to the
production order view to
see this more clearly
To save, we simply
escape the window and
select Yes to save the
changes.
This update is not yet
implemented in the
header.
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What to do
What to say
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.
Screen shots
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
This concludes the
production
demonstration of
schedule and
graphical production
then the
scheduling.
production order.
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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