Machine Scheduling — How to Create & Schedule Work Orders
Objective
Guide planners on how to create and schedule Work Orders (WO) directly from the Machine Scheduling screen: select pending Sales Order items, choose a target machine and time, review the sequence, and confirm creation.
Step-by-Step Process
1) Open Machine Scheduling
Navigate to Planning & Scheduling → Machine Scheduling from the top menu.
The screen opens with a timeline view of all machines.
2) Fetch Sales Orders According to Delivery Date Range
Select the required Delivery Date range to identify which Finished Goods (FG) need to be delivered within that period.
This allows you to plan and allocate the appropriate WIP items for production, or take other necessary planning actions.
Optionally, filter by customer or machine to narrow down the Sales Orders and focus on specific requirements.
3) Filter Pending Items
In the left filter panel, choose Pending to view unscheduled Sales Order items.
Use filters like Delivery Date, Customer, Attributes if needed.
Select items for planning.
4) Choose Machine Slot & Create WO
On the machine timeline, hover over the machine row and time slot.
Click the plus (+) icon → Create Work Order.
For multiple items, use Bulk Plan.
5) Select Scheduling Rule
In the Schedule WO dialog, choose how to schedule:
After Last WO → queue after the last planned job.
After Another WO → place after a specific job.
Right Now → start immediately if machine is free.
At Specific Time → pick exact start time/date.
6) Enter Details
Verify items and process.
Enter WO Quantity.
Or click Plan All. or manually enter the Quantity
Then click Review Changes.
7) Review & Confirm
A review screen shows the proposed WO with sequence and timing.
Confirm details and click Create.
8) Verify WO Creation
A message appears: Work Order Created Successfully.
The WO block is visible on the machine timeline.
Conclusion
You have successfully created and scheduled a Work Order from the Machine Scheduling screen. The WO is now visible in the timeline and ready for execution tracking.
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