Epicor Scheduling

Sorry but my cut and paste did not parse out my bullet points correctly. 


On Monday, July 21, 2014 4:00 PM, "Dennis Pagsanjan dpagsanjangsi@... [vantage]" <vantage@yahoogroups.com> wrote:


 
<div id="ygrps-yiv-837879706yiv0408774724ygrp-text">
  
  
  <div style="color:rgb(0, 0, 0);font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:12pt;background-color:rgb(255, 255, 255);"><div>FYI - Here is my plan of action notes for implementing Scheduling which I have done in a Test environment</div><div>&nbsp;</div><div><font face="Times New Roman">

·        
Setup labor resources as named. This is setup on each employee by select
a labor resource group.  

·        
Inactivated generic labor resources. (Resource Grp Maint, Resources, details, Inactivate non-emps,
destroyed equipment and tooling and set live emps and equipment to Finite
Capacity)

·        Leave
flexo dies,cylinders, and various TOOLS  alone. 
Only inactivate if destroyed or no longer in use.
·        
Setup labor resources to finite capacity. (This can be done as one of the
last steps).·        Operators
are set to Finite Capacity.·        Inactivated
generic labor resources·        
Create new capabilities. (ProdMgmt, Sched, Setup, CapMaint DMT)·         Add employees to capabilities. (ProdMgmt, Sched, Setup, CapMaint,
Resources; manual entry)·        
Add capabilities to operations. (Operation
Maint
)  (DMT)o   Change primary
defaults to new capabilities. (Sequence 50) (DMT)o   Set sequence 50 as
primary, setup and prod. (DMT)·        
Manually delete resource groups from operations.
(delete generic labor)·        
Delete all un-firm jobs. (JobEntry
manual deletion
) 
        If demand on bottom is pulling job or other demand, I have to
unfirm and un-engineer it in order to delete the demand then put cursor in job
number field and click delete.

·        
Fix Open Job records.

o   Uncheck released and
engineered.   (Set both columns to FALSE
then DMT)  o   Sort run by OpSeq
and run multiple times if needed.o   Recheck released and
engineered with change descriptions.·        
Unlocked schedule for all jobs.  
(Job Entry, uncheck “Unlock” in sched priority section)The next 2 bullets were
skipped in pilot but must be done in Live·        
Fix Open Quotes·        
Fix Part MOMs ·        
Set equipment resources to finite. (This can be done as one of the last
steps).  (Resource Grp entry)·        
Setup a process set to run nightly. 1st – Calculate Global
Scheduling Order, 2nd – Global Scheduling.  (Process
Set Maint
)

 



On Monday, July 21, 2014 2:35 PM, “‘Reddy, Manasa’ manasa.reddy@… [vantage]” <vantage@yahoogroups.com> wrote:



 
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I think you are wrong on this….however I need to make sure I understand what you are asking.
 
Can the system schedule more than one resource?  Yes it can…how?  It depends.  If you are trying to schedule a machine and a person, then this is two resources and you have to have advanced scheduling to do this.
 
If you are trying to get the system to look at multiple resources and have it schedule the one that is available sooner than later?  Yes you can do this and that is the point on capability.  It depends on how you set up the capability.  But that is where my weakness is…on set up.  But I know you can do it.
 
 
 
M. Manasa Reddy
manasa.reddy@...
281-994-3483 [d]  |  773-401-4126 [m]
 
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:29 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Epicor Scheduling
 
 
My recollection, and anyone else jump in if Epicor addressed this since early 9, is that it won't honor more than one finitely controlled scheduled resource requirement per operation. You can put all the scheduled resources you want and it will schedule them, but only the first location controlled scheduling detail will get finitely controlled. This I believe has been the major downfall of the scheduling system is to truly control man and machine along with the capabilities function and cross multiple calendars as well... I would do some extensive testing in a non-production environment to verify this of course.

Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-3119
FAX: (715)284-4084
[cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:06 PM
To: vantage
Subject: [Vantage] Epicor Scheduling

Epicor 9.05.702a Progress 64bit

I am currently working on utilizing the Scheduling functionality for Epicor. We have installed Epicor over 2 years ago and have been doing the scheduling manually with no constraints and resource groups set to infinite instead of finite. I am about to change all of this by adding the capabilities layer to the system and adding actual production employees to capabilities and setting them all to finite. I will also be setting all the equipment to finite as well and then add these capabilities to operations. My question for everybody is: Is this the best way to add constraints to the scheduling system? Is anybody else out there doing things differently in terms of setting up scheduling? If so, how are you doing it and why is this way working out better for you as apposed to other plans.

Thanks

[Non-text portions of this message have been removed]
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Does anyone have a list of things to check to ensure scheduling runs properly?

So far I have:
1) Capacities
2) Work centers/resources
3) Resource groups
4) Infinite/finite
5) Lead times
6) Forward, Backward or both
7) Crew size
8) Setup & Run times - could look at history to update
9) Calendar

Feedback from anyone who has gotten scheduling fully running on 8 or 9 would be appreciated.

Any tips, hints or gotchas would be very helpful.

Thank you very much.
Jim,



We've recently gone live on 9.05 and are now working through our data to
make use of scheduling.



I was caught out today by the finite horizon option in the resource
group so might be worth adding a note to check this when you look at
finite scheduling.



Regards

Chris



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of jim_chance
Sent: 01 June 2011 12:47
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor Scheduling





Does anyone have a list of things to check to ensure scheduling runs
properly?

So far I have:
1) Capacities
2) Work centers/resources
3) Resource groups
4) Infinite/finite
5) Lead times
6) Forward, Backward or both
7) Crew size
8) Setup & Run times - could look at history to update
9) Calendar

Feedback from anyone who has gotten scheduling fully running on 8 or 9
would be appreciated.

Any tips, hints or gotchas would be very helpful.

Thank you very much.




Chris HenzelEpicor 9 Project ManagerTel: +44 (0)1582 436150Mob: 07836 314164


This message contains confidential information and is intended only for the intended recipients. If you are not an intended recipient you should not disseminate, distribute or copy this email. Please notify the sender if you have received this email by mistake and delete it from your system.Email transmission cannot be guaranteed to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender does not accept liability for any errors or omissions in the contents of this message, which arise as a result of email transmission. Registered Office: Hayward Tyler Ltd, 1 Kimpton Road, Luton, LU1 3LD, England. Tel: +44 (0)1582 731144. Company No. 3450138.



[Non-text portions of this message have been removed]
Got it. Thanks!
 ---------------
Jim Chance, PMP - IT consultant/contractor
1485 County Road 1575
Ashland, Ohio, 44805
Home: 419-557-2225
Cell: 419-651-6704
Fax: 732-601-6704
Email: jim_chance@...


PMP Certified, IT purveyor since 1985. SQL Server, Crystal, Project Management,
HP3000, UNIX, Migrations/Conversions, ERP expert.


Primary strengths:
1) IT in manufacturing 2) Analyst 3) ERP 4) MS SQL 5) Crystal reports


Robust SDLC experience. Completed the development & implementation of over 1200
application solutions to-date. PMP, Project Management Professional credential
by PMI. Strong development, analysis and integration skills. Sarbanes Oxley
knowledge. Single handedly converted legacy systems to MS SQL multiple times.
Broad understanding of capital projects. Experienced hands-on analyst who has
also managed budgets, work plans, schedules, deliverables and responsibility
matrices. Additionally, set objectives, build, track and monitor project plans
using MS Project with PMBOK methodologies. Used integration, technical and
negotiation skills to achieve successful project outcomes around issues, scope,
schedule, costs and resources.



Information Technology Acumens:
Business Systems: Tier I & II ERP systems: Mapics, Jobscope, JEE, Macola,
Epicor/Vantage and many complex custom systems.
Professional: Project management, Kanban, Kaizen lean manufacturing, IT
management, SOX, supervision, vendor negotiations, department/capital budgets,
disaster planning/prevention, fail-over/high availability/up-time solutions.
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Windows since 1985, Windows 2000 & 2003 server enterprise editions.
Databases: DB2, MS SQL 2000/2005/2008, HP3000 TurboImage XL, Access, Oracle.,
Macola, Epicor, Vantage, Jobscope.
Programming languages: MS SQL, T-SQL, PL-SQL, scripting, triggers, stored
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________________________________
From: Chris Henzel <chris.henzel@...>
To: vantage@yahoogroups.com
Sent: Thu, June 2, 2011 8:45:29 AM
Subject: RE: [Vantage] Epicor Scheduling

Â
Jim,

We've recently gone live on 9.05 and are now working through our data to
make use of scheduling.

I was caught out today by the finite horizon option in the resource
group so might be worth adding a note to check this when you look at
finite scheduling.

Regards

Chris

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of jim_chance
Sent: 01 June 2011 12:47
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor Scheduling

Does anyone have a list of things to check to ensure scheduling runs
properly?

So far I have:
1) Capacities
2) Work centers/resources
3) Resource groups
4) Infinite/finite
5) Lead times
6) Forward, Backward or both
7) Crew size
8) Setup & Run times - could look at history to update
9) Calendar

Feedback from anyone who has gotten scheduling fully running on 8 or 9
would be appreciated.

Any tips, hints or gotchas would be very helpful.

Thank you very much.

Chris HenzelEpicor 9 Project ManagerTel: +44 (0)1582 436150Mob: 07836 314164

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[Non-text portions of this message have been removed]
Epicor 9.05.702a Progress 64bit
 
I am currently working on utilizing the Scheduling functionality for Epicor.  We have installed Epicor over 2 years ago and have been doing the scheduling manually with no constraints and resource groups set to infinite instead of finite.  I am about to change all of this by adding the capabilities layer to the system and adding actual production employees to capabilities and setting them all to finite.  I will also be setting all the equipment to finite as well and then add these capabilities to operations.  My question for everybody is: Is this the best way to add constraints to the scheduling system?  Is anybody else out there doing things differently in terms of setting up scheduling?  If so, how are you doing it and why is this way working out better for you as apposed to other plans.
 
Thanks
My recollection, and anyone else jump in if Epicor addressed this since early 9, is that it won't honor more than one finitely controlled scheduled resource requirement per operation. You can put all the scheduled resources you want and it will schedule them, but only the first location controlled scheduling detail will get finitely controlled. This I believe has been the major downfall of the scheduling system is to truly control man and machine along with the capabilities function and cross multiple calendars as well... I would do some extensive testing in a non-production environment to verify this of course.

Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-3119
FAX: (715)284-4084
[cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:06 PM
To: vantage
Subject: [Vantage] Epicor Scheduling


Epicor 9.05.702a Progress 64bit

I am currently working on utilizing the Scheduling functionality for Epicor. We have installed Epicor over 2 years ago and have been doing the scheduling manually with no constraints and resource groups set to infinite instead of finite. I am about to change all of this by adding the capabilities layer to the system and adding actual production employees to capabilities and setting them all to finite. I will also be setting all the equipment to finite as well and then add these capabilities to operations. My question for everybody is: Is this the best way to add constraints to the scheduling system? Is anybody else out there doing things differently in terms of setting up scheduling? If so, how are you doing it and why is this way working out better for you as apposed to other plans.

Thanks



[Non-text portions of this message have been removed]

I think you are wrong on this….however I need to make sure I understand what you are asking.

 

Can the system schedule more than one resource?  Yes it can…how?  It depends.  If you are trying to schedule a machine and a person, then this is two resources and you have to have advanced scheduling to do this.

 

If you are trying to get the system to look at multiple resources and have it schedule the one that is available sooner than later?  Yes you can do this and that is the point on capability.  It depends on how you set up the capability.  But that is where my weakness is…on set up.  But I know you can do it.

 

 

 

M. Manasa Reddy

manasa.reddy@...

281-994-3483 [d]  |  773-401-4126 [m]

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:29 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Epicor Scheduling

 

 

My recollection, and anyone else jump in if Epicor addressed this since early 9, is that it won't honor more than one finitely controlled scheduled resource requirement per operation. You can put all the scheduled resources you want and it will schedule them, but only the first location controlled scheduling detail will get finitely controlled. This I believe has been the major downfall of the scheduling system is to truly control man and machine along with the capabilities function and cross multiple calendars as well... I would do some extensive testing in a non-production environment to verify this of course.

Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-3119
FAX: (715)284-4084
[cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:06 PM
To: vantage
Subject: [Vantage] Epicor Scheduling

Epicor 9.05.702a Progress 64bit

I am currently working on utilizing the Scheduling functionality for Epicor. We have installed Epicor over 2 years ago and have been doing the scheduling manually with no constraints and resource groups set to infinite instead of finite. I am about to change all of this by adding the capabilities layer to the system and adding actual production employees to capabilities and setting them all to finite. I will also be setting all the equipment to finite as well and then add these capabilities to operations. My question for everybody is: Is this the best way to add constraints to the scheduling system? Is anybody else out there doing things differently in terms of setting up scheduling? If so, how are you doing it and why is this way working out better for you as apposed to other plans.

Thanks

[Non-text portions of this message have been removed]

FYI - Here is my plan of action notes for implementing Scheduling which I have done in a Test environment
 

·        
Setup labor resources as named. This is setup on each employee by select
a labor resource group.  

·        
Inactivated generic labor resources. (Resource Grp Maint, Resources, details, Inactivate non-emps,
destroyed equipment and tooling and set live emps and equipment to Finite
Capacity)

·        Leave
flexo dies,cylinders, and various TOOLS  alone. 
Only inactivate if destroyed or no longer in use.
·        
Setup labor resources to finite capacity. (This can be done as one of the
last steps).·        Operators
are set to Finite Capacity.·        Inactivated
generic labor resources·        
Create new capabilities. (ProdMgmt, Sched, Setup, CapMaint DMT)·         Add employees to capabilities. (ProdMgmt, Sched, Setup, CapMaint,
Resources; manual entry)·        
Add capabilities to operations. (Operation
Maint
)  (DMT)o   Change primary
defaults to new capabilities. (Sequence 50) (DMT)o   Set sequence 50 as
primary, setup and prod. (DMT)·        
Manually delete resource groups from operations.
(delete generic labor)·        
Delete all un-firm jobs. (JobEntry
manual deletion
) 
        If demand on bottom is pulling job or other demand, I have to
unfirm and un-engineer it in order to delete the demand then put cursor in job
number field and click delete.

·        
Fix Open Job records.

o   Uncheck released and
engineered.   (Set both columns to FALSE
then DMT)  o   Sort run by OpSeq
and run multiple times if needed.o   Recheck released and
engineered with change descriptions.·        
Unlocked schedule for all jobs.  
(Job Entry, uncheck “Unlock” in sched priority section)The next 2 bullets were
skipped in pilot but must be done in Live·        
Fix Open Quotes·        
Fix Part MOMs ·        
Set equipment resources to finite. (This can be done as one of the last
steps).  (Resource Grp entry)·        
Setup a process set to run nightly. 1st – Calculate Global
Scheduling Order, 2nd – Global Scheduling.  (Process
Set Maint
)

 



On Monday, July 21, 2014 2:35 PM, “‘Reddy, Manasa’ manasa.reddy@… [vantage]” <vantage@yahoogroups.com> wrote:



 
<div id="ygrps-yiv-385469834yiv9939187159ygrp-text">
  
  
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I think you are wrong on this….however I need to make sure I understand what you are asking.
 
Can the system schedule more than one resource?  Yes it can…how?  It depends.  If you are trying to schedule a machine and a person, then this is two resources and you have to have advanced scheduling to do this.
 
If you are trying to get the system to look at multiple resources and have it schedule the one that is available sooner than later?  Yes you can do this and that is the point on capability.  It depends on how you set up the capability.  But that is where my weakness is…on set up.  But I know you can do it.
 
 
 
M. Manasa Reddy
manasa.reddy@...
281-994-3483 [d]  |  773-401-4126 [m]
 
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:29 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Epicor Scheduling
 
 
My recollection, and anyone else jump in if Epicor addressed this since early 9, is that it won't honor more than one finitely controlled scheduled resource requirement per operation. You can put all the scheduled resources you want and it will schedule them, but only the first location controlled scheduling detail will get finitely controlled. This I believe has been the major downfall of the scheduling system is to truly control man and machine along with the capabilities function and cross multiple calendars as well... I would do some extensive testing in a non-production environment to verify this of course.

Rob Bucek
Production Control Manager
PH: (715) 284-5376 ext 311
Mobile: (715)896-3119
FAX: (715)284-4084
[cid:1.234354861@...]<http://www.dsmfg.com/>
(Click the logo to view our site)<http://www.dsmfg.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:06 PM
To: vantage
Subject: [Vantage] Epicor Scheduling

Epicor 9.05.702a Progress 64bit

I am currently working on utilizing the Scheduling functionality for Epicor. We have installed Epicor over 2 years ago and have been doing the scheduling manually with no constraints and resource groups set to infinite instead of finite. I am about to change all of this by adding the capabilities layer to the system and adding actual production employees to capabilities and setting them all to finite. I will also be setting all the equipment to finite as well and then add these capabilities to operations. My question for everybody is: Is this the best way to add constraints to the scheduling system? Is anybody else out there doing things differently in terms of setting up scheduling? If so, how are you doing it and why is this way working out better for you as apposed to other plans.

Thanks

[Non-text portions of this message have been removed]
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