PWO Visual Scheduler - Revision history

Freddy at 20:56, 8 August 2025

2025-08-08T20:56:26Z

Freddy at 20:24, 8 August 2025

2025-08-08T20:24:18Z

Freddy at 16:13, 8 August 2025

2025-08-08T16:13:36Z

Freddy at 14:18, 8 August 2025

2025-08-08T14:18:42Z

Tcampbell: Tcampbell moved page Pwovisualschedule to PWO Visual Scheduler

2022-11-29T16:29:47Z

Tcampbell moved page Pwovisualschedule to PWO Visual Scheduler

Tcampbell: Created blank page

2022-11-29T16:29:16Z

Created blank page

New page

@@ Line 10: / Line 10: @@
-[[File:Auto_Process_Schedule_-_Schedule.jpeg]]
+[[File:PWO_Visual_Schedule.png]]
@@ Line 33: / Line 33: @@
 ==Create PWOGEN Standard Task==
-[[File:Auto_Process_Schedule_-_Schedule.jpeg]]
+[[File:PWOGEN.png]]
 Create a standard task with the following details:
@@ Line 46: / Line 46: @@
 ==Set up PMACHINE Rule Maintenance==
-[[File:Auto_Process_Schedule_-_Schedule.jpeg]]
+[[File:PMACHINE.png]]
 Above is an example PMACHINE Rule Maintenance setup for a few PBR Panel machines. Configure each machine that you want to use with PWO Visual Scheduler.
@@ Line 62: / Line 62: @@
 ==Customize Schedule Tabs as Needed==
-[[File:Auto_Process_Schedule_-_Schedule.jpeg]]
+[[File:TABS.png]]
 Add any new Schedule tabs that are needed in the Schedule Tab Names (TABS) Rule Maintenance record and check the 'PWO' box. Note that the new logic2 field labeled 'PWO' is required to designate a tab name for the PWO Visual Schedule. If the rule record does not have the 'PWO' logic field, work with ABIS Support to get it added.
@@ Line 69: / Line 69: @@
 ==Create an Asset Record for each Machine==
-[[File:Auto_Process_Schedule_-_Schedule.jpeg]]
+[[File:Asset.png]]
 Each machine that will be used with visual scheduling must be added as an Asset record with the Asset Tag ID matching the Profile Machine rule value. The Owner and Current Location are generally set to your primary Organization ID. The Based On value requires an Item Master item code - generally a MISC item is appropriate.
@@ Line 78: / Line 78: @@
 ==Create a Resource Record for each Machine Asset==
-[[File:Auto_Process_Schedule_-_Schedule.jpeg]]
+[[File:Resource.png]]
 On each Asset record, a Resource record must be created.

@@ Line 18: / Line 18: @@
 In order for the PWO Visual Schedule feature to work, the following setup items must be completed:
-* CID Setup Option MULTIMACHINE must be enabled and all production items should have a Machine defined in their department profile attribute. The machine value is the link to the Asset and Resource records.
+* CID Setup Option MULTIMACHINE must be enabled, and all production items should have a Machine defined in their department profile attribute. The machine value is the link to the Asset and Resource records.
 * A single default Standard Task record named PWOGEN must be created.
-* The Profile Machine Rule Maintenance record must be updated with scheduling controls for each machine that should show on the PWO Visual Schedule.
+* The Profile Machine (PMACHINE) Rule Maintenance record must be updated with scheduling controls for each machine that should show on the PWO Visual Schedule.
 * An Asset record must be created for each machine.
 * A Resource record that matches the machine name must be created on the Asset record.
@@ Line 28: / Line 29: @@
 The CID Setup Option MULTIMACHINE is required to allow creating PWO records using the combination of Department and Profile Machine. If this option is not already enabled in your environment, contact ABIS Support to discuss enabling the option. There may be database-level changes required for any saved machine names that may require ABIS support to address.
 ==Create PWOGEN Standard Task==
@@ Line 40: / Line 42: @@
 * '''Work Category:''' Select an appropriate category to use for all PWOGEN tasks. This list of work category codes will be unique for each customer.
 * '''Department:''' Select an appropriate department to use for all PWOGEN tasks. This list of work department codes will be unique for each customer.
 ==Set up PMACHINE Rule Maintenance==
@@ Line 45: / Line 48: @@
 [[File:Auto_Process_Schedule_-_Schedule.jpeg]]
-Above is an example PMACHINE Rule Maintenance setup for a few PBR Panel machines. Below are fields related to the PWO Visual Schedule setup. If this Rule Maintenance record needs the newer fields added, it is highly recommended to contact ABIS Support for assistance. Updating Rule Maintenance records incorrectly can lead to destroyed data and can cause certain features/systems to stop functioning.
+Above is an example PMACHINE Rule Maintenance setup for a few PBR Panel machines. Configure each machine that you want to use with PWO Visual Scheduler.
 * '''Units per Hour (text3): ''' Enter the unit of measure (i.e. FT, LBS, EA) that will be used for tracking the machine's production capacity.
 * '''Plant (tex4):''' This should match the Production Plant name.
 * '''Tag ID (text5):''' This value must exactly match the Asset record Tag ID value for the machine Asset record in the next step. Best practice is to match the Asset Tag ID and the machine name.
-* '''Qty per Hour:'''
+* '''Qty per Hour (num2):''' Enter the Qty (in the same unit as Units per Hr) for the machine's capacity in an hour.
-* '''Hours per day:'''
+* '''Hours per day (num3):''' Enter the number of hours available for that machine in a day.
-To schedule a Report Set, select the Events tab, and then choose Report Set from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the report set to be scheduled. Next, select the frequency (Weekly, Monthly, or Yearly) in which the report set should be posted. Next, select the specific report set(s) and CID(s) from the corresponding lists: Report Sets and CIDs. Lastly, select the "Add Event" button to schedule your Report Set(s).
+Note the Resource Attribute is attached to the Asset record on this screen.
-===Viewing/Editing Schedule===
+==Create a Resource Record for each Machine Asset==
-* '''Double-click a Report Set to view the details of the reports, who they're sent to, where they're saved, etc.'''
+On each Asset record, a Resource record must be created.
+'''IMPORTANT''' Make sure the Resource name value matches the machine name from the PMACHINE rule. The logic is hard-coded to assume the resource matches the machine name.
-[[File:Auto_Process_Schedule_-_View_Report_Set_Details.jpeg]]
+Select the desired Schedule Tab name (from the TABS rule) where the machine resource should show on the schedule.
+The remaining required fields can be completed with whatever defaults make the most sense.
-[[Category:System Manager]]
+[[Category:Asset Management]]
-[[Category:Time and Materials]]
+[[Category:Production]]
-[[Category:Project Management]]
+[[Category:Rule Maintenance]]

@@ Line 1: / Line 1: @@
 __NOTOC__
 ===General Information===
-'''Default Menu Location''':  Maintain >> System >> Auto Process Schedule
+'''Default Menu Location''':  Transaction >> Production >> PWO Visual Schedule
-'''Screen Name''':  AUTOSCHVIEW
+'''Screen Name''':  PWOVisualSchedule_s.htm
 [[File:Auto_Process_Schedule_-_Schedule.jpeg]]
-===Schedule Overview===
+===Setup Required===
-The Schedule shows a daily view of each report set and batch that is scheduled to run.
+==Create PWOGEN Standard Task==
-You can scroll through each week by using the corresponding Previous Week and Next Week.
+[[File:Auto_Process_Schedule_-_Schedule.jpeg]]
-Double-click on any Report Set record on the screen to view more details about it.
+Create a standard task with the following details:
-Right-click on any Report Set or Auto Batch to delete it.  You are also presented with the option to delete all future events.
+* '''Standard Task:''' Must be PWOGEN
-===Add Auto Batch===
+Above is an example PMACHINE Rule Maintenance setup for a few PBR Panel machines. Below are fields related to the PWO Visual Schedule setup. If this Rule Maintenance record needs the newer fields added, it is highly recommended to contact ABIS Support for assistance. Updating Rule Maintenance records incorrectly can lead to destroyed data and can cause certain features/systems to stop functioning.

← Older revision	Revision as of 14:18, 8 August 2025
Line 1:	Line 1:
	+	__NOTOC__
	+	===General Information===
	+	'''Default Menu Location''': Maintain >> System >> Auto Process Schedule

	+	'''Screen Name''': AUTOSCHVIEW
	+
	+	'''Function:''' The Auto Process Schedule screen is used to set up automatic batches and report sets.
	+
	+	[[File:Auto_Process_Schedule_-_Schedule.jpeg]]
	+
	+
	+	===Schedule Overview===
	+
	+
	+	The Schedule shows a daily view of each report set and batch that is scheduled to run.
	+
	+	You can scroll through each week by using the corresponding Previous Week and Next Week.
	+
	+	Double-click on any Report Set record on the screen to view more details about it.
	+
	+	Right-click on any Report Set or Auto Batch to delete it. You are also presented with the option to delete all future events.
	+
	+	===Add Auto Batch===
	+
	+
	+	To schedule an Auto Batch, select the Events tab, and then choose Auto Batch from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the batch to run.
	+
	+	You should schedule the batch to run according to your report sets.
	+
	+	For example, if a Balance Sheet is in your report sets, then you want the batch to run before the Balance Sheet report set so that everything has been batched and posted.
	+
	+	There is no CID filter for the Auto Batches. Each CID must be configured to run an auto batch. Please see the [[Auto Batch Options - AUTOBATCH Rule]] for more information. Also, the AUTOBATCH setup option must be enabled for the batch to run.
	+
	+	[[File:Auto_Process_Schedule_-_Events_Auto_Batch.jpeg]]
	+
	+
	+	===Add Report Set===
	+
	+
	+	To schedule a Report Set, select the Events tab, and then choose Report Set from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the report set to be scheduled. Next, select the frequency (Weekly, Monthly, or Yearly) in which the report set should be posted. Next, select the specific report set(s) and CID(s) from the corresponding lists: Report Sets and CIDs. Lastly, select the "Add Event" button to schedule your Report Set(s).
	+
	+	[[File:Screenshot_2025-01-16_105698.png]]
	+
	+	===Viewing/Editing Schedule===
	+
	+
	+	* '''Double-click a Report Set to view the details of the reports, who they're sent to, where they're saved, etc.'''
	+
	+	[[File:Auto_Process_Schedule_-_View_Report_Set_Details.jpeg]]
	+
	+	* '''Right-Click a Report Set or Batch, then select Change Time, Change Schedule (Extend Event(s)), or Delete Event to modify it. You can reschedule and delete future events as well.'''
	+
	+	[[File:Auto_Process_Schedule_-_Modify.jpeg]]
	+
	+	* '''Change Time'''
	+
	+	[[File:Auto_Process_Schedule_-_Change_Time.jpeg]]
	+
	+	* '''Change Schedule (Extend Event(s))'''
	+
	+	[[File:Auto_Process_Schedule_-_Change_Schedule_(Extend_Event(s)).jpeg]]
	+
	+	* '''Delete Event'''
	+
	+	[[File:Auto_Process_Schedule_-_Delete_Event.jpeg]]
	+
	+
	+	[[Category:System Manager]]
	+	[[Category:Time and Materials]]
	+	[[Category:Project Management]]

← Older revision	Revision as of 16:29, 29 November 2022
(No difference)