The scheduling action can be invoked in multiple ways.
- You can schedule from the sales order window by having autoschedule turned on,
- You can schedule a line by manually choosing to schedule using the context menu or the tools menu.
- You can schedule using a workflow activity either immediately or in deferred mode.
If the scheduling action fails in the workflow then the line is moved to scheduling eligible activity. You can then use the Schedule Orders concurrent program to schedule the lines with exceptions.
The sales order line is scheduled when it is saved. If either the Autoschedule check box on the order transaction type is checked or the OM: Autoschedule profile option is Yes, the sales order will be opened in Autoschedule mode.
You can turn Autoschedule on or off from the sales order window by going to the Tools menu. Note that if autoschedule
is turned on the availability window is automatically displayed when the sales order window is opened. You can close the availability window, but the lines will still be autoscheduled unless the autoschedule check box on the tools menu is unchecked.
You can access the scheduling sub menu either by selecting schedule from the list of activities on the tools menu or by placing your cursor on a line and pressing the right mouse button. Selecting schedule from these menus will trigger the scheduling action. If the action is selected from the order header tab, all the lines on the order will be scheduled. If the action is selected from the lines tab, it applies only to the line or group of lines selected.
If the profile option MSC_OM_IMPORT_PRESCHEDULED is set to Yes, then you will be able to schedule ATO items on weekends as well. However if you require the scheduling to be done only on valid working days, set this profile option to No.
The seeded scheduling workflow activity should be used in the workflow process for your order lines.
In the Line Flow - Generic seeded flow, the schedule activity is a synchronous activity immediately after booking. With this type of process, scheduling will occur immediately after booking. Scheduling errors will be seen by the person who is booking the order.
If the scheduling activity is deferred it will occur after the workflow background process runs and any error messages will be available in the process messages window. Only lines waiting at the Schedule-Eligible workflow activity are selected. The default is no value entered. Note that the lines may or may not be scheduled and still could be waiting at the activity.
Manual Scheduling Sub-Process
In Release 12, a new scheduling sub-process named Schedule-Line, Manual is provided to handle cases where you may want to control scheduling manually after the order is booked. If the new sub-process is used in the line workflow, then after booking the order, lines are blocked at the Schedule-Eligible activity. You can progress the Schedule-Eligible activity from Sales Orders window or use the Schedule Orders concurrent program to schedule the lines.
A new generic line workflow is not provided with this new sub-process. If you require to use this sub-process you can copy and customize the generic line workflow and replace the new sub-process in place of the existing Schedule – Line sub-process.
Schedule Orders Concurrent Program
The Schedule Orders Concurrent Program functionality has been enhanced in the current release. This program selects all lines that have failed workflow scheduling, and attempts to schedule them. These lines are waiting at the schedule-eligible activity. The user can select orders based on the order number and other parameters.
In addition, lines that have never been scheduled can now be scheduled using the Schedule Orders concurrent program. This is useful for high-volume orders, where a batch of imported orders in Booked status can be mass scheduled. Please note that lines that have not been booked are not scheduled.
Also the enhancements to the Schedule Orders concurrent program enable you to reschedule lines in case there is a change in supply dates or even unschedule lines if they have been scheduled previously. You have two re-scheduling options: Re-Schedule and Re-scheduling with Request Date. You can query scheduled lines and perform a reschedule. You can move schedules in and out based on the item's availability, and if orders or delivery schedules from suppliers are changed or cancelled, then the allocated product can be rescheduled to meet other demands earlier or later. You can query and sort scheduled lines, and assign either a new Schedule Ship Date (this can be Schedule Ship Date or Schedule Arrival date; depending on the Order Date Type value) or Warehouse (location) when re-scheduling a line.
- For each line of the order that fails workflow scheduling, messages will be stored in the Process Messages table and also printed in the logfile.
- If scheduling was successful, the scheduling workflow activity will complete with a result of COMPLETE so that the line can progress to the next activity.
- If scheduling was not successful, the workflow activity will complete with the result of INCOMPLETE. The line can then be scheduled manually by progressing the order from the sales order window (press the Action button and select Progress Order) or automatically in the next run of the scheduling concurrent program. Submit the scheduling concurrent program by navigating to (N) Orders, Returns > Schedule Order
Scheduling Across Orders
Scheduling Across Orders provides the ability to view scheduling attributes of multiple lines across orders, and to perform any scheduling action from a single window. From the Scheduling tab on the Find window of the Order Organizer, you can query lines based on a variety of parameters, such as:
- Request Date
- Reservation Status (Reserved or Unreserved)
- Scheduling Status (Scheduled or Unscheduled)
- Shipping Status (Picked, Unpicked, or Backordered)
- Order Status
- Shipment Priority
- Schedule Date Ranges
- Request Date Ranges
After performing an intelligent query to display a group of lines, you will see a new window, Scheduling Organizer. From the Scheduling Organizer, you can perform scheduling actions on lines across orders, that is, you can Schedule, Unschedule, Reserve, Unreserve and perform ATP inquiry.
Access to the scheduling tab is controlled by the Profile Option OM: Scheduling Role. Those with the role of CSR Only do not have access to the Scheduling tab, but they have the same functionality available in previous releases. Those with the role of Scheduler Only are allowed access to the Scheduling tab, but not to other tabs (Order Information, Line Information, Advanced, and Holds Information). Those with the role of both CSR and Scheduler have access to all tabs in the Find window of the Order Organizer.
Additionally, the role determines whether some actions are available. For instance, those with the role of Scheduler only will not be allowed to open the Sales Order window from the Scheduling Organizer.
Scheduling Across Orders is useful in a variety of business scenarios:
• Availability and/or scarce inventory: Who has the reserved items? Which customers have scheduled lines? Which customers have unscheduled lines? If desired, you can take supply away from lower priority customers, and give it to higher priority customers within Scheduling Across Orders.
• Customer service: View all the lines for a customer. Which lines need to be scheduled or reserved?
• Scheduling: Query all lines that are scheduled to ship on a specific date, and push out the schedule date for those lines as required. Or query any lines where Override ATP is flagged, and decide how to provide supply.
• Revenue impact: Query up all lines for an item, and display gross margin. Using Folders, move gross margin to be one of the first three columns on the Scheduling Organizer. Then sort based on gross margin. Reserve the lines with the higher gross margins, and pick by prior reservation. By doing so, you can impact bottom line for a month, quarter, and so on.
For scheduling functions other than Override ATP, Order Management may perform the function on only one line or on that line and a group of related lines. Scheduling treats the following groups as scheduling sets. For these line groups, the scheduling activity occurs on all the lines of a set.
• Assemble to Order (ATO) Models
• Ship Model Complete (SMC) Pick to Order (PTO) Models
• Line Sets
• Ship Sets
• Arrival Sets
Scheduling processes the lines of the set together and applies the rules required to honor the set. If lines are in a ship set they will be scheduled from the same warehouse and will have the same requested ship date and ship to. They may not have the same Shipping Method. For instance, in a PTO model or a ship set you might ship a fragile part using one Shipping Method, and a heavy part using another Shipping Method. User created ship sets, ATO models and SMC PTO models are all ship sets.
All lines in a user created arrival set will have the same arrival date and ship to organization. Lines assigned to an Arrival Set within an order will be scheduled with the same requested arrival date and ship to.