Planning is deciding about the processes necessary to reach a desired end by composing and maintaining of a program. Production planning is the planning for manufacturing activities in a company or industry, using the allocation of resources like man-power (employees), materials and production capability, to serve different clients.
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title | Create Planning Master |
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Prerequisites- The users' role must have access to the Planning Master feature by enabling Add app operation for the feature in Admin - Security - User - Role through Production - Operation - Planning.
Step-by-step guide The process is divided in the following steps: - Go to Ginesys Web > Production > Operations > Planning > Planning Master.
- Master Plan module opens with list view.
- Click on Add button.
- Add Planning Master window opens.
. - You will get group of icons at the top right corner of the window.
![](https://ginesys.atlassian.net/wiki/download/thumbnails/2148663352/GRT.png?version=1&modificationDate=1594280859605&cacheVersion=1&api=v2&width=216) - The icons name from left to right are - Expand All, Collapse All, Print Document Report, Attachments, Clear Form and Open Side Panel.
- Expand All: Clicking on this icon, all the sections will be Expand if they are collapsed.
- Collapse All: Clicking on this icon, all the sections will be Closed if they are expanded.
- Print Document Report: Clicking on the Down Arrow beside this icon, you will get Print Preference option with already created Report File Template. This option is used to print document.
- Attachments: You can Upload some required documents from this option.
- Clear Form: Clicking on this icon, you can Clear all the data already entered.
- Open Side Panel: Clicking on this, you will get the details of the current Planning Master.
- You will get four sections - General, Item Details, Component Summary and Image
- General:
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- Select the Owner Site (Mandatory Field) for which you want to create the Planning Master.
- Select a Master Plan No. (Mandatory Field) which is already created.
- System Date will be populated in the Date field (Mandatory Field).
- You can also put in Reference Date, Reference No. and Due Date etc.
- Item Details:
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- You need to add items in the Assembly Items by using Select Item, Scan Item, Import Barcode and Copy Plan etc.
- Select Item: This process will search the items from the Item Master according to the search criteria.
- Scan Item: You can directly Scan the Barcode to add items.
- Import Barcode: The Import Barcode feature allows to populate items using the .csv or .txt files.
- Copy Plan: Only item details of existing challans can be copied and the items included to create new challans.
- After selection of items, click on Populate button.
- Click on the Add option of Allocated Site to select Site.
- If you select Populate Site to All Items, then all the items will be allocated to that particular site.
- Component Summary:
![](https://ginesys.atlassian.net/wiki/download/thumbnails/2148663352/Master_Plan_Component_Summery.png?version=1&modificationDate=1633340690782&cacheVersion=1&api=v2&height=150)
- In the Component Summary tab, the component item will be auto populated according to the BoM with Barcode, Component Item, UOM BoM Quantity etc.
- Image:
![](https://ginesys.atlassian.net/wiki/download/thumbnails/2148663352/Master_Plan_Images.png?version=1&modificationDate=1633340860007&cacheVersion=1&api=v2&height=150)
- The image of the selected item will be shown in the Image tab.
- Click on Save button to save the plan.
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title | Edit Planning Master |
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Prerequisites- The users' role must have access to the Planning Master feature by enabling Edit app operation for the feature in Admin - Security - User - Role through .Production > Operations > Planning.
Step-by-step guideThe steps are as follows: - Go to Ginesys Web > Production > Operations > Planning > Planning Master.
- Master Plan module will open.
- Previously created Planning Master will be listed.
- Select the Planning Master you want to edit.
You can use Filter to search particular Planning Master(s).
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Note: If you select multiple Planning Master, you will get the Edit option disabled. You cannot edit multiple PI at a time. |
- Edit: Planning Master window will open.
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- All the details will be populated.
- Modify Edit the required fields.
- You can modify Date, Reference Date, Reference No. and Due Date.
- You can also modify and delete Items.
- Click on the Save button to save the modified Planning Master.
- You will get a message - "Document <Master Plan No.> saved successfully."
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title | Delete Planning Master |
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Prerequisites- The users' role must have access to the Planning Master feature by enabling Delete app operation for the feature in Admin - Security - User - Role through Production > Operations > Planning.
Step-by-step guideThe steps are as follows: - Go to Ginesys Web > Production > Operations > Planning > Planning Master.
- Master Plan module will open.
- Previously created Planning Master will be listed.
- Select the Planning Master you want to edit.
- You can use Filter to search particular Planning Master(s).
- Go to Acton Action > Delete.
![](https://ginesys.atlassian.net/wiki/download/thumbnails/2148663352/Master_Plan_Delete.png?version=1&modificationDate=1636360490307&cacheVersion=1&api=v2&height=150) - You will get a message - "Document once deleted cannot be retrieved. Do you want to delete this document?"
- If you click on Yes, you will get a confirmation message "Plan No. <Master Plan No.> - Successfully deleted".
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title | Print Planning Master |
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Prerequisites- The users' role must have access to the Planning Master feature by enabling Print app operation for the feature in Admin - Security - User - Role through Production - Setup - Manage.
- Master Plan must be created.
- Printer must be connected to the device.
Step-by-step guideThe steps are as follows: - Go to Ginesys Web > Production > Operations > Planning > Planning Master.
- Planning Master module will open.
- Previously created Planning Master will be listed.
- Select the Planning Master you want to edit.
- You can use Filter to search particular Planning Master(s).
- Go to Acton Action > Print.
![](https://ginesys.atlassian.net/wiki/download/thumbnails/2148663352/Master_Plan_Print.png?version=1&modificationDate=1636360721188&cacheVersion=1&api=v2&height=150) - You will get previously created template.
- Click on the required template to print.
- A new window will open.
Click on the Print to print the Planning Master.
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