What-if Scheduling Dashboard

Kinetic ERP
1

I am thinking about building up a dashboard that allows the user to review a group of job numbers, and then select specific jobs to be what-if scheduled. I ran a trace for the methods, and I really only see one method that seems to matter:
Erp.Proxy.BO.ScheduleEngineImpl.MoveJobItem()
Has anyone else done some what-if scheduling in a dashboard? How did you approach it?
Thanks!

2

We built a “custom Global Scheduling” with an Epicor Function. Essentially, you build a ScheduleEngineTableSet in which you enter each job you want to schedule with some properties, including what-if. The tableSet is then submited to MoveJobItem method. Here is the code:

var jobToSchedule = Db.JobHead.Where(w=>w.PersonID == "TEST" && w.JobEngineered == true && w.JobClosed == false && w.JobComplete == false && w.ReqDueDate != null && w.SchedLocked == false);
string outError;
bool ScheduleFinished = false;

try
{
     
     var ScheduleEngineTableSet = new Erp.Tablesets.ScheduleEngineTableset();
     
     
     this.CallService<Erp.Contracts.ScheduleEngineSvcContract>(
                      bo =>
                      {
                          bo.GetScheduleRecord(ref ScheduleEngineTableSet);
                      }); 
                      
    foreach(var job in jobToSchedule)
    {
        //Set schedule engine parameters in the Schedule Table Set
        
        var schedEngRow = ScheduleEngineTableSet.ScheduleEngine.NewRow();
        
        schedEngRow["Company"] = callContextClient.CurrentCompany;
        schedEngRow["JobNum"] = job.JobNum ;
        schedEngRow["AssemblySeq"] = 0;
        schedEngRow["OprSeq"] = 0;
        schedEngRow["OpDtlSeq"] = 0;
        schedEngRow["StartDate"] = DateTime.Today;
        schedEngRow["StartTime"] = 0;
        schedEngRow["EndDate"] = job.ReqDueDate; ;
        schedEngRow["EndTime"] = 0;
        schedEngRow["WhatIf"] = false;
        schedEngRow["Finite"] = false ;
        schedEngRow["SchedTypeCode"] = "JJ";
        schedEngRow["SetupComplete"] = false;
        schedEngRow["ProductionComplete"] = false;
        schedEngRow["OverrideMtlCon"] = false;
        schedEngRow["OverRideHistDateSetting"] = 2;
        schedEngRow["RecalcExpProdYld"] = false;
        schedEngRow["UseSchedulingMultiJob"] = true;
        schedEngRow["SchedulingMultiJobIgnoreLocks"] = false;
        schedEngRow["SchedulingMultiJobMinimizeWIP"] = true;
        schedEngRow["SchedulingMultiJobMoveJobsAcrossPlants"] = true;
        schedEngRow["RowMod"] = "A";
        
        if(job.SchedCode == "IMMED")
        {
          schedEngRow["ScheduleDirection"] = "Start";
        }
        else
        {
          schedEngRow["ScheduleDirection"] = "End";
        }
        
        ScheduleEngineTableSet.ScheduleEngine.Add(schedEngRow);
  
    }
    
    //Schedule the jobs
    this.CallService<Erp.Contracts.ScheduleEngineSvcContract>(
                    bo =>
                    {
                        bo.MoveJobItem(
                            ScheduleEngineTableSet,
                            out ScheduleFinished,
                            out outError);
                    });  
    
}

You could try to call the Epicor Function from a button in your dashboard. You pass the jobNum of the selected rows to the function and build the tableSet from there.

3 Likes
3

I am not familiar enough with functions to utilize that, but I think it can be done in a custom code widget in a UBAQ. I have converted your code to this in an attempt to use it from the UBAQ:

//go through each checked row of data
//verify that sales ship by is filled in for each checked row.
//verify job is not locked
//run what-if scheduling to move the job to the sales ship by

var jobToSchedule = (from ttResults_row in queryResultDataset.Results where ttResults_row.JobHead_PersonID == "TEST" && ttResults_row.JobHead_JobEngineered == true && ttResults_row.JobHead_JobClosed == false && ttResults_row.JobHead_JobComplete == false && ttResults_row.JobHead_ReqDueDate != null && ttResults_row.JobHead_SchedLocked == false && ttResults_row.Calculated_CheckBox == true select ttResults_row);

string outError;
bool ScheduleFinished = false;
     
     var ScheduleEngineTableSet = new Erp.Tablesets.ScheduleEngineTableset();     
     this.CallService<Erp.Contracts.ScheduleEngineSvcContract>(bo => {bo.GetScheduleRecord(ref ScheduleEngineTableSet);}); 
                      
    foreach(var job in jobToSchedule)
    {
        //Set schedule engine parameters in the Schedule Table Set
        
        var schedEngRow = ScheduleEngineTableSet.ScheduleEngine.NewRow();
        
        schedEngRow["Company"] = callContextClient.CurrentCompany;
        schedEngRow["JobNum"] = job.JobNum ;
        schedEngRow["AssemblySeq"] = 0;
        schedEngRow["OprSeq"] = 0;
        schedEngRow["OpDtlSeq"] = 0;
        schedEngRow["StartDate"] = DateTime.Today;
        schedEngRow["StartTime"] = 0;
        schedEngRow["EndDate"] = job.ReqDueDate; 
        schedEngRow["EndTime"] = 0;
        schedEngRow["WhatIf"] = true;
        schedEngRow["Finite"] = true ;
        schedEngRow["SchedTypeCode"] = "JJ";
        schedEngRow["SetupComplete"] = false;
        schedEngRow["ProductionComplete"] = false;
        schedEngRow["OverrideMtlCon"] = false;
        schedEngRow["OverRideHistDateSetting"] = 2;
        schedEngRow["RecalcExpProdYld"] = false;
        schedEngRow["UseSchedulingMultiJob"] = true;
        schedEngRow["SchedulingMultiJobIgnoreLocks"] = false;
        schedEngRow["SchedulingMultiJobMinimizeWIP"] = false;
        schedEngRow["SchedulingMultiJobMoveJobsAcrossPlants"] = false;
        schedEngRow["RowMod"] = "A";
        schedEngRow["ScheduleDirection"] = "End";
        
        ScheduleEngineTableSet.ScheduleEngine.Add(schedEngRow);
  
    }
    
    //Schedule the jobs
    this.CallService<Erp.Contracts.ScheduleEngineSvcContract>(
                    bo => {bo.MoveJobItem(ScheduleEngineTableSet, out ScheduleFinished, out outError); });

However, I am getting an error on setting the Job Number and the ReqDueDate.

'ResultsUbaqRow' does not contain a definition for JobNum and no accessible extensions method.... yadda yadda...

Can I do this from a UBAQ without using a function? What did I mess up in my syntax? I have also tried this code without any luck:

schedEngRow["JobNum"] = job.JobHead_JobNum;
1 Like
4

I forgot that in my BAQ, I took out JobHead.JobNum, and put in JobProd.JobNum. I changed the assignment to job.JobProd_JobNum, and it seems to compile ok. Thank you! Testing now.