PRODUCTION PLANNING AND TRACKING WEB
Objective:
Traze will allow you to plan all your sales order based on one customer company per work order,
depending on your shipping days from and to, you will be able to determine what activity you will do
if it is Wetpack or Tables, we will utilize the resource allocation of all materials and the production
capacity to manage them e ectively and on an agile way to track production e iciently.
Module:
Production
Production/ Planning
Production/Tracking
Production/Planning
Header Filters
1. Sales Order No if you filter for specific Sales Order number
2. Customer PO/Extended Ref
3. Customer Company
4. Customer Account
5. Customer Ship date from and to
6. Order Origin Location
7. Customer Category
8. Order Category
9. Order Stage
10. Order Activity
11. Product Name
12. Work Order Number
13. Production Center
14. Work Unit
15. Quantity Status
16. Plan Date from and to
17. Carrier
18. Shipping Week From and To
19. Pull Date Text
20. Pull Date from and to
21. Production Required
22. Shipping Warning
23. Hidden Status
24. Plan Status
25. Planning Colors
a) Production Planning will allow you to choose many sales orders from the same
customer company to create one work order per it.
I.E:
Customer Company: Loblaw Companies Ltd
Origin Location: BT Mississauga, ON
Ship Date From and To: July 17th
Plan Status: Pending
Order Activity: Wetpack or table or both; you decide based on your processes
Select all the Sales Orders (total of 111 in this case ) hit the button after
it.
A new window pop-up will open to determine the following:
Production Center: Toronto PC
Output Storage Unit: Toronto Production
Activity: Tables/Wetpack
Final Shipping Location: BT-MIS-ON
Start Plan Date: 07/14/2024
Creation Mode: Same Work Order
Existing Work Order: none
Autofill
Sample from Test
Once you create it will pop-up a small window with the following message:
To process labels will need to be from Work Order Tab or Work Order Items to generate all
labels go to Process Button and will pop-up a window asking you if the labels requiers HU or
pre-create HU/ autofill/process and download the document template type and document
template.
Once you process your labels, you can go to the processing column to reprint labels by
clicking on the quantity under Work Orders Tab or Work Order Items tab :
Depending on what you need can do autofill or print some of them or one by selecting Item
type and Print /Download quantity and download them.
General Work Order Bar code for WO consumption function on Scanner on PDA
Work Order Item Bar Code for WO consumption function on scanner PDA by Item
With the following calendar Icon you can move the quantities planned by product. Just make
sure pending stay on green
Calendar Icon
b) Tabs
Sales Orders Tab: You will be able to see all sales orders depending on your header filters.
Sales Order Items Tab: You will be able to see by sales items depending on your header filters.
Work Orders Tab: Will show you what work order was planned for all your sales orders.
Work Orders Items Tab: Will show you what work order items belong to your sales order.
c) Work Order Button
Create Work Order: Will pop up a new window to fill the information mentioned on a)
Existing Work Order: if you need to add something to the WO, will use this functionality.
View Work Order: Will allow you to view your work order on a pop-up window called work
order.
d) Hide/Unhide Button
Hide
Unhide
e) Planning Colors
Mark
Unmark
f) Documents
Work Order Summary
Work Order Product Detail
Create Document Output
Download Document Output
g) Columns: you will have twenty-one fields as follows:
1. Square
2. Circle
3. W.O
4. Shipping Warning
5. Order No
6. Customer Company
7. Customer Account
8. Customer PO
9. Extended Ref
10. Ship Date
11. Delivery Date
12. Origin Location
13. Carrier
14. Stage
15. Order Category
16. Customer Company
17. Sales Order Track quantities such as Total, FBE, No Production, Production,
Shipped.
18. Purchases Track quantities such as Ordered, For Production, Sales Fulfilled,
Shipped, Shipping Pending, In Transit, Received.
19. Supply Chain (storages)
20. Dumps and Missing
21. Production Track quantity such as Required, Planned, Pending to Plan, Pre-
consumed, Consumed, Completed, Pending to Complete, Available.
h) You can drag the columns
i) You can export the information to Excel
j) Items per Page are important
k) Column Manager will help you to see the information you required
l) Views
Production/Tracking
Will allow you to view your Work orders only not to create Work Orders:
Using the same filters.
For PDA users:
Access to the app on the scanner with the user and password given, go to Inventory
Outbound/Work Order Consumption
New/Scan the barcode
If you require additional help, do not hesitate to communicate with the Implementation Team!
EV
