Plan Shop Order

Explanation

Use this activity to plan a shop order, i.e., change the status of an order in Released or Parked status to Planned. A planned shop order is a low-status order. You cannot reserve material or schedule operations for low-status orders, such as for a part you plan to manufacture but have not yet planned when to begin manufacturing. You can only plan an order with Released or Parked status. Shop orders in Planned status may be pegged manually.

Prerequisites

To perform this activity, the shop order must have Released or Parked status.

System Effects

As a result of this activity the system changes the status of the shop order to Planned.

Window

Shop Order
Shop Orders
MRO Shop Order

Related Window Descriptions

Shop Order
Shop Orders
MRO Shop Order

Related Visualization Chart Descriptions

Shop Order Machine Load
Shop Order Labor Load
Shop Orders Material Availability
Shop Orders Material Availability Summary

Procedure

To plan shop order(s) using the data view:

1. Open the Shop Order, Shop Orders or MRO Shop Order window.
2. Search for the shop order(s).
3. If using the Shop Order or MRO Shop Order window, right-click anywhere in the header, point to Shop Order Status and then click Plan. If using the Shop Orders window, select a line(s), right click, point to Shop Order Status and then click Plan.

To plan shop order(s) using using the visualization view:

1. Open a visualizer enabled window and query for the site needed.
2. If the Data View is displayed, click Visualization View on the title bar.
3. Right-click and click Select Visualization. The Select Visualization dialog box is opened.
4. Double-click Shop Order Machine Load, Shop Order Labor Load, Shop Orders Material Availability or Shop Orders Material Availability Summary.
5. Select the bar/segment representing the shop order(s) you want to release, right-click, point to Shop Order Status and then click Plan.