Visual Drag and Drop Scheduling Embedded in Dynamics NAV 2013

“I want you to PRINT THIS PAGE

and TAPE IT TO YOUR WALL so you

will remember to attend our very

content-rich webinar.”

~ Rick Baxter

“Visual Drag and Drop Scheduling

Embedded in Dynamics NAV 2013”

Time: 10:00am Pacific / 11 MT / 12 CT/ 1:00pm Eastern

Fee: Free and open to the Public

URL: Upon registration, you will receive a link & password

Conf. Call: Use Voice over IP (headphone & speaker) -OR- dial in.

Duration: 60 Minutes + Q&A

This Document: www.CostControlSoftware.com/webinars/schedule

SPECIAL NOTE: This webinar starts on time according to www.Time.gov so please dial-in eight minutes early so you don’t miss any content. Your courtesy is appreciated.

Tip: To Get the Most Out Of This Call:

Rick Baxter’s

Dynamics NAV Secrets Series

“Production Scheduler” for Dynamics NAV Manufacturing

3 Key Issues that we think you face every day:

1. Manually Scheduling

- White Board, Excel Spreadsheet, Paper

- Can’t take account of all the factors

2. How to “Share” the schedule

- Print Outs, Post on Board, Photo Copies

3. Duplicate Entry

- Enter in both Excel and re-enter in NAV?

Hence: Non-Productive Time!

How we address these issues with this product:

1. Automated Scheduling

- Just like MRP makes purchase recommendations,

your Scheduling Software make recommendations

- The Master Scheduler accepts, rejects, or adjusts.

2. Make it Visual with Drag & Drop Adjustments

- See you Schedule Graphically Displayed.

- Your monitor or “Big Screen” in the Shop

3. Fully Integrated in NAV

- Just accept the schedule or adjust if needed

- Close a work period, Move an Operation, Change

a Due Date, Change a Quantity.

- Move the “What if” to “Live” with ‘Publish’.

Goals for Today:

1. Software Orientation

2. Decide if this should be investigated more

3. Set appointment for next presentation and close

Bi-Directional Integration (Basic Training)

Very Simple Daily Procedures:

1. Add your Production Orders as you do now. - Manual, Sales Orders, Forecast, MPS,..

2. Any new Prod Orders just “Show Up” in PlannerOne. - See the “Stand-by” Section.

3. In your Working Plan (Not Published Plan) you Schedule. - Run the PlannerOne Scheduling option to move Ops. - Accept Recommendations or Adjust as desired.

4. Publish your target Schedule

- Run publish to update the PlannerOne Dates in NAV.

Here are the details (logistics):

1. New Production Orders immediately go into “Stand-By” for Scheduling Process. (Sources of Prod Orders)

Notice the “Frozen Period” above. (Typically 2 or 3 Days)

Operations in the Frozen Period do not change, but new ops can be added.

Let’s see this in the live software.

2. Now run the “Schedule from” to move STAND-BY Prod Orders to the Schedule:

2.5 Either Accept the Schedule as “Optimized” or MOVE the Operations if needed.

The Plan is the scheduler’s “Working Plan” until he Publishes. NAV will not know of any changes until he Publishes.

Your “viewers” will also not know of any changes until he Publishes. “Viewers” only see the “Published Plan”.

3. Once you are satisfied with the schedule, it is time to “Publish” the plan back to Dynamics NAV.

How frequently should you “Publish”? – As often as you want to. - Typically 1 to 10 X per day.

Visualization

First think in terms of who will use the software: Scheduling Software is for your Scheduler.

It helps him/her “Visualize” the operations in a Graphical Format with Drag & Drop Options.

- Embedded in Dynamics NAV

- Designed to make your Scheduler’s job easier (not accountant) - A very interactive presentation of the ROUTER’s date data Bonus: Sharing of the schedule

- Post on a Big Screen in the Shop

For use with NAV Manufacturing or “Manufacturing Plus” from Cost Control Software

Five places to access the “Gantt” charts: 1. PlannerOne Desktop (Full Access)

2. Work Center Card (Resource Gantt Chart)

3. Machine Center Card (Resource Sequence)

4. Production Order Card (Resource Focus Gantt Chart)

5. Internet Explorer – Outside of NAV (Open in a new window)

Let’s start with a review of the PlannerOne Desktop. - Not Leaving NAV, Display of Operations (Stickers)

Manage Schedule and Exceptions

What happens during a typical Day:

- Customer changes a Ship Date – Push Out 2 weeks.

PlannerOne Adjusts the Colors. “Schedule” can re-optimize other operations.

- Customer chages a Ship Date – 2 Weeks Sooner

- Machine Breaks Down - “Close” the Period

Summary

Interacts with Microsoft Dynamics NAV functionalities, enabling real-time

communications.

Ease of Use Quick and Easy.

It’s more about “Re-Scheduling” than Scheduling.

Make the schedule to accommodate ‘real life’. Graphical planning is easy to understand.

Fully

Integrated

Works right out of the box.

Simple integration and no data replication. Developed using the latest Microsoft

technology (Visual Studio 2010, .Net4) and integrated into the Dynamics NAV.

Key

Functionality

Bi-Directional Integration

Visualization for Scheduler and Viewers Manage Schedule & Exceptions

# 1 Reason to buy?

Contact Rick Baxter to ask questions

Rick Baxter

[email protected]

Cost Control Software 15443 Oak Road

Carmel, IN 46033 (317) 846-6025

Learn more at:

www.CostControlSoftware.com

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