In Graphical Planner, use the Data Transfer Menu to access the options to import data from Manufacturing into the Graphical Planner.
There are three options:
This option imports only works orderThe authority to produce a part using the components specified on a BOM and the process specified on the routing.s and MRP recommendations from Manufacturing.
Use this option when there are new demands to be scheduled, and/or updates to existing MRPMaterials Requirements Planning (MRP). MRP recommends purchase orders, transfers and work orders to balance supply and demand. recommendations or works orders.
Graphical Planner relies on works order trackingMonitoring works orders through the list of operations needed to manufacture a part. to record progress through production. Get Orders/Recommendations will update it with actual production figures at the time of data transfer.
This option imports primary resourceSince Graphical Planner is a single constraint scheduler, the resource you select is the Primary Resource. You can determine whether machine or labour is your primary resource by specifying the type in Manufacturing's Planning Defaults window.s, secondary resourceA secondary resource is an additional resource used to perform a task. For example, machines may be the primary resources and the labour or people needed to operate them are defined as secondary resources.s and non-working periods from Manufacturing.
Non-working periods from Manufacturing are entered into the Graphical Planner calendar (for all resources) as Vacation/Holiday.
Use this option when resources (Machines or Labour) have been changed in Manufacturing.
This option performs both Get Orders/Recommendations and Get Resources.
Open: Workspace > Data Transfer Menu > Get Resources Only.
Note: If you are not connected to Manufacturing and your system is configured to use more than one company, you will be asked to Logon and select the company.
The Import prompt appears.
The resources only are imported into Graphical Planner.
Open: Workspace > Data Transfer Menu > Get All Data.
Note: If you are not connected to Manufacturing and your system is configured to use more than one company, you will be asked to Logon and select the company.
The Import prompt appears.
All data is imported into Graphical Planner.
Other tasks
Viewing utilisation of resources
Reference