SYSPRO Ribbon bar > Setup > Manufacturing > Factory Scheduling Setup

Factory Scheduling Setup

You use this program to define the setup options for the Factory Scheduling system.

For this module to run efficiently, we recommend that you select the options you require before processing any transactions. However, most of the options can be changed later, if necessary.

Setup

Field Description
Licensing Indicate the level of scheduling for which you are licensed.
Scheduling level
Field Description
None  
SYSPRO Graphical Planning Board The Graphical Planning Board is a basic finite capacity scheduler with limited rules and features for automatic scheduling.

The schedule is manually manipulated using the graphical Gantt chart view. Scheduling is performed using basic forward and backward scheduling algorithms. It considers only the main resource (e.g. machine) required for the operation as a constraint and ignores secondary constraints like tooling, operators, etc. The modelling structures are fairly simplistic and the product does not understand concepts like transfer batches, maximum operation spans etc. Ideally suited to smaller manufacturing companies with a limited number of production jobs that need to be scheduled, it can also be used for larger manufacturing companies with very simple scheduling requirements.

The resultant plan can be output to a report or exported to another application such as Excel.

This product is based on the Preactor 100 product.
SYSPRO Finite Scheduler The Finite Scheduler is a sophisticated finite capacity scheduler with the ability to consider multiple constraints.

This means that you can define as many resources (constraints) as you like for each operation. Secondary resources can have either finite or infinite capacity. Secondary resource groups can be used to define, for example, operator skill teams.

The Finite Scheduler includes all the features of the Graphical Planning Board. In addition, it has more sophisticated capabilities to accurately represent the rules and processes of a factory. This include features like transfer batches, oven type resources etc.

The SYSPRO Finite Scheduler is powered by Preactor 300.
SYSPRO Advanced Scheduler The Advanced Scheduler allows you to generate schedules of a high quality through the use of advanced scheduling rules and by considering the availability of components and raw materials.

You can define your own complex scheduling rules using filters, a combination of standard and/or user defined advanced rules, user defined scripts etc. Jobs on different BOM levels and stock on hand is pegged based on definable rules, thereby ensuring a feasible schedule.

The SYSPRO Advanced Scheduler is based on Preactor 400.
SYSPRO Preactor Integration  
Configuration  
Configuration folder If you are running SYSPRO Preactor Integration, then you need to define the folder in which your scheduling configuration for SYSPRO resides. For any other level of Scheduling, the pre-defined path where your configuration resides is displayed.
Configuration file If you are running SYSPRO Preactor Integration, then you need to define the configuration file that will be loaded when running Factory Scheduling. For any other level of Scheduling, the pre-defined configuration file is displayed.
Scheduling groups In a multi-site manufacturing environment, you may have a different person scheduling the work load in each location, in which case you do not necessarily want information specific to one scheduler to be available to another.

Using scheduling groups, you can define a scheduling group (linked to an operator) which is specific to specified work centers and warehouses.

You cannot have the same entities in different groups. The groups are mutually exclusive and are completely separate entities.

There is no visibility between scheduling groups. The reason they are defined this way is because you cannot have two different schedulers scheduling the same machine or consuming the same stock (in the case of advanced scheduler).
Scheduling groups required Select this to use scheduling groups.
Include job classifications If you select this option, then you need to define job classifications in your scheduling groups.
Include toolsets If you select this option, then you need to define toolsets in your scheduling groups
Display scheduling group errors when exporting data If you select this option and there are any scheduling group warnings or errors for the jobs you are importing into SFS, the errors/warnings are listed after you have imported the SYSPRO information into SFS.
Data mapping  
Company specific data mapping Select this if you require different data mappings for each SYSPRO company using SYSPRO Factory Scheduling. If you do not select this, then any data mappings defined will apply to all SYSPRO companies using SYSPRO Factory Scheduling.
Time unit of measure for mapped time data

Select the time unit of measure (i.e. DAY, HRS, MIN, and SEC) that will be applied to mapped time information (i.e. Max operation span and Operation slack). This is used to convert the decimal value to an actual time value when exporting information to Factory Scheduling.

This option is only available for SYSPRO Advanced Scheduler and SYSPRO Preactor Integration.
Suggested schedule  
Suggested schedule in Requirements Planning  

Options

Field Description
Base earliest start for jobs Indicate what to base your earliest start date on for your jobs in SYSPRO Factory Scheduling.
System date Select this to use the current system date.
Planned start date Select this to use the planned start date defined against the job.
Include jobs in scheduling  
Both Select this to include both confirmed and unconfirmed jobs in scheduling.
Confirmed Select this to include confirmed jobs in scheduling.
Unconfirmed Select this to include unconfirmed jobs in scheduling.
Schedule dates  
Update planned dates with scheduled dates Select this to overwrite the planned dates of jobs with the schedule dates, when updating SYSPRO with schedule information.
[Note]

If you select this option, then the earliest start date for jobs must be based on the system date. The system selects this for you automatically.
Apply scheduled dates Select this to use schedule dates instead of the planned dates throughout the system when validating dates and calculating due dates for a job.
[Note]

The planned dates are not overwritten and can still be used for comparison purposes.
Schedule horizon  
Scheduling horizon required Enable this to only import jobs into the Factory Scheduler with a due date that falls within the scheduling horizon.
Include in scheduling This enables you to indicate what to include when scheduling.
Jobs on hold Select this to include jobs on hold when scheduling.
Stock on hand Select this to include stock on hand when scheduling.
Purchase orders Select this to include purchase orders when scheduling.
Bulk issue material allocations Select this to include bulk issue material allocations when scheduling.
Floor stock material allocations Select this to include floor stock material allocations when scheduling.
Sales orders Select this to include material allocations for sales orders when scheduling.
Forward orders Select this to include material allocations for forward orders when scheduling.
Orders in suspense Select this to include material allocations for orders in suspense when scheduling.

Database

This tab applies to the use of Preactor Factory Scheduling. The options apply from Preactor version 11.2 as previous Preactor versions were only available in a C-Isam environment.

Field Description
SQL Connection Define SQL connection information for the Preactor software.

If you are using Scheduling groups, then this information must be also be defined against each scheduling group using the Scheduling Group Maintenance program.
SQL Server Indicate the SQL server on which Preactor resides (up to 16 characters only).

This can be a local or a remote server. For a local server, enter local in this field.

[Note]

If your company's SQL Server or Instance names are longer than 16 characters, you can overcome this by creating a SQL Alias (consult your system administrator for details on how to achieve this).
Instance Enter the instance name if an instance connection is required (up to 16 characters only).
Data base name Indicate the Preactor database name.
Username Indicate the system administrator's user name for the database.
Password Indicate the system administrator's password for the database.
Trusted connection Select this to use Windows authentication to log in to the database.

If you select this option, then you need not enter information in the Username and Password fields.
Network License If the license for SYSPRO Factory Scheduling requested from PREACTOR is not a local license, but a network license, then the setup option for Preactor should include these settings.
Network Select this if a network license is used.
Network server Indicate the name of the server on which the license resides.

This is required if you selected the Network option.
Port Indicate the port for the server. This is optional.

Refer to Preactor's documentation for details on required port numbers and setup
License Indicate the Network license number. This is optional.

Refer to Preactor's documentation for details on required license number values.

[Note]

If you selected the option: Scheduling groups required on the Setup tab, then you need to deselect that option before entering the license details.

Once you have entered and saved the license details, re-select the Scheduling groups required on the Setup tab.