This chapter covers the following topics:
This chapter explains how to launch the Manufacturing Scheduler Workbench, filter jobs, change the timeline, and select resources. It also explains how to manually or automatically reschedule jobs, operations, and resources.
The Manufacturing Scheduling Workbench enables you to select specific jobs, expand and collapse jobs and operations in the Tree Hierarchy. You can display resources in the Select Resources pane, and view its capacity and load in the Resource Load Versus Capacity pane. You can also select a job in the Gantt Chart pane and manually or automatically reschedule the job and its associated operations or resources.
You launch the workbench by navigating to the Scheduler Workbench window from the Scheduling Workbench menu item in Oracle Manufacturing Scheduling. The workbench appears and shows all the jobs in the Tree Hierarchy and Gantt Chart panes.
You can filter jobs when issues such as machine breakdown, component shortage, or absent employees impact the schedule. You can view a graph or table representing resource load versus capacity in both bucketed and continuous form. Filter criteria are used to find jobs that are affected and filter out the jobs that do not meet the criteria.
Choose Filter from the tree pane, or the View menu. You can select one or any combination of values on this window for filtering.
You can select a department and resource.
Note: Only departments with jobs defined display in this field.
If you select a department or resource, you can choose dispatch information, the values are:
Immediate Dispatch: Includes all of the job operations that are ready to be worked on in the department or by the resource (there is a quantity of assemblies in its queue).
Upstream Dispatch: Includes all of the job operations that are to be worked on in the department or by the resource in the near future (there is a quantity of assemblies ready to be moved in the previous operation).
Optionally select a customer or sales order.
Customer and sales order information is visible on the Scheduler Workbench for all jobs with sales order references.
Optionally, select Work Orders, Assembly, Component Used, Project, and Task field information.
In the Work Order Status region, you can check a value for filtering:
Released: The work has begun and the discrete job is transactable.
Unreleased: The job is planned but not released for work to begin and not yet transactable.
On Hold: The job is prevented from progressing through the order cycle.
Complete Charges: The job is complete and charges are allowed.
Complete No Charges: The job is complete but charges are not allowed.
Use the Filter By Time region if you want to filter by using date criteria. You can filter by either date or offset days. Check the Enable Date check box to enable these fields.
If you choose Date, select a starting date in the Start field, and ending date in the End field. Only jobs that fall within this time period, and other criteria selected, display. However, jobs that overlap this time period window also display, a job displays if part of the job is in the selected time window.
If you choose Offset days from today, enter values, in days, to create the time period window around your system date. For example, if you enter 3 in the Start field, and 2 in the End field, the jobs will be filtered using a time period window of 5 days. That is 3 days before today's date added to 2 days after today's date.
Check the Show jobs with no operations or resources checkbox if you would like to see those jobs in the Scheduler Workbench.
Choose Apply.
The Scheduler Workbench refreshes and shows the selected jobs associated with the information entered.
If a job is linked to a sales order, you can use sales order and customer numbers as filter criteria. And you can view job related sales order and customer information on the workbench. The information is displayed in two areas, on the Job Properties window and in a tool tip window.
The Sales Order Lines tab of the Job Properties window displays the job and assembly number; and all sales order information including customers, lines, and due dates. See: Job Properties Window
When you select a job bar on the workbench with a referenced sales order, a tool tip window displays:
The work order, priority, and the job progress information displays in the upper region
Date information displays in the middle region
Customer and sales order displays in the lower region. If this work order is used for several customers, or sales orders, that information is represented by an ellipsis after the name or order number. You can view the other customers or sales orders in the Job Properties window.
Linking Sales Orders and Discrete Jobs, Oracle Work in Process User's Guide
Property windows for jobs, operations or resources are available in the Gantt Chart pane. These windows contain information about dates, quantities, descriptions of the scheduling data, and sales order and customer information. See: Job Properties Window, Operation Properties Window, and Resource Properties Window
Left double-click on a job, operation, or resource in the Tree Hierarchy or Gantt Chart pane
Right click on a job, operation, or resource.
A drop-down menu appears.
Choose Properties. The property window for the respective job, operation, or resource appears.
The information on the General tab of the Job Properties window originates from the Discrete Jobs window when you create the job, or derives through job transactions such as status and revision changes. Defining Discrete Jobs Manually, Oracle Work in Process User's Guide.
The progress bar displays a value that is calculated by the percent completed of all operations based on the time of each operation.
The Sales Order Lines tab displays information about all sales order lines linked to this job. This includes customer, status, and due date information.
The information in the Operation Properties window originates from the Operations window in Oracle Work in Process, schedule information when you release the job, or quantity information derived through job transactions. see Adding and Updating Operations, Oracle Work in Process User's Guide.
The progress bar displays a value that is calculated by the percent completed of the Scheduled Quantity. Scrap quantity is included with completed quantity in the progress calculation.
You can display resource information for resources assigned to specific job operations, or general resource information for resources defined in Oracle Bills of Material.
The information on the Resource Properties window displays resources assigned to a particular job operation. The data on the General tab originates from the Resource Requirements window when you assign a resource to an operation. See: Adding and Updating Resource Requirements, Oracle Work in Process User's Guide.
The Instances tab displays the resource name, the type of instance, the instance names, and the number of assigned instances.See: Resource Instances.
When you are in the Resource Load view of the Scheduler Workbench, you can display the resource properties that are defined in Oracle Bills of Material.
Select Resource Load from the View menu or toolbar to display the Resource Load versus Capacity pane. See: Showing Select Resources and Resource Load Versus Capacity Pane.
Choose Resources in the Select Resource(s) pane. See: Selecting a Resource.
When the resources display on the workbench, right click on a resource.
A drop-down menu appears.
Choose Properties. The property window for the resource appears.
Choose OK to close this window.
The Scheduler Workbench lets you show or hide job operations from the resources listed, and the resources in relationship to the capacity available. You can identify problems for analysis so that tasks can be modified, for example, the order in which the resource performs these tasks or the shifting the tasks across the other resources.
Choose Show/Hide Resource Load from the View menu or toolbar.The Select Resources and Resource Load Versus Capacity panes appear.
Show/Hide Resource again from the View menu or toolbar. The Select Resources and Resource Load Versus Capacity panes do not appear.
Note: The Resource Load Versus Capacity will not change if you filter jobs in the Gantt chart because the total demand placed on those resources by all jobs on the shop floor has not changed.
You can select a specific resource. If you are uncertain of the resource name, expand a job and an operation and view the specific resource of interest. Select a resource bar with your mouse pointer (yellow text bubble appears which indicates the name of the resource). The name of the resource is also available on the Resource Properties window.
In the Select Resource(s) pane choose the Select Resources button.
In the Available Resources pane select a resource or an instance.
Choose the right arrow button.
The resource appears in the Selected Resources pane.
Choose OK.
The name and description of the resource appears in the Select Resources pane and its corresponding graphic display for the resource appears in the Resource Load Versus Capacity pane. This represents the resource load for all jobs on the shop floor requiring this resource. The default graphic view is Table. The Required and Available key indicators appear.
From the graphic drop-down menu choose Continuous.
A continuous line graph appears. The Required, Available, and Overload key indicators appear.
From the graphic drop-down menu choose Bar.
A bar graph appears. The Required and Available key indicators appear.
You can adjust resource capacity to respond to machine or personnel availability. This includes:
Delete or add a day of capacity, adjusting for overtime shifts or shop closures
Add or delete resource units when either extra resources are obtainable or resources are unavailable
Adjust Assigned Units or Usage Rate for the resource on the job routing
Simulation sets are used to link resource changes for scheduling. Simulation sets are defined, associated to resources in Oracle Bills of Material, and linked to Work in Process scheduling in Work in Process Parameters window. See: Defining Work in Process Parameters. There are two methods for adjusting resource capacity:
Navigate to the Departments window in Oracle Bills of Material, and from there access the Resources, Shifts, and Capacity Changes windows
Access the Capacity Changes window directly from the Schedulers Workbench
Navigate to the Departments window from Oracle Bills of Materials. See: Defining a Department, Oracle Bills of Material User's Guide.
Choose Resources to navigate to the Resources window.
Select a resource, then choose Shifts.
The Shifts window displays. This window is used to assign shifts to the resource from those assigned to the workday calendar.
Select a shift and choose Capacity Changes to define capacity changes for a shift.
The Capacity Changes window displays. Capacity modifications include adding or deleting days.
Select the designated simulation set defined on the Work in Process Parameters window. See: Defining Work in Process Parameters.
Save your work.
In the Scheduler Workbench, select Refresh Resource Load to display your changes.
Select Schedule Multiple Work Orders to apply these capacity adjustments to the shop floor schedule.
Select Resource Load from the View menu or toolbar to display the Resource Load versus Capacity pane. See: Showing Select Resources and Resource Load Versus Capacity Pane.
Choose Resources in the Select Resource(s) pane. See: Selecting a Resource.
If the resource is scheduled by instance, and you want to adjust capacity, select the instance in the Available Resource(s) pane. If you select the resource and not the instance, the only action you can perform is deleting a day.
When the resources display on the workbench, select and right-click on the resource you want to adjust.
A drop-down menu appears.
Choose Change Capacity. The Capacity Changes window displays.
Note: a resource must be assigned to a department and a shift to display this window.
The Resource and Department fields display the resource name and the department it is assigned. The Simulation Set field displays the simulation set used to link resource changes to available resource capacity.
The Schedule by Instance field displays Yes or No depending on whether the resource has specified instances (machine or labor type). This is set on the Resources window, the Schedule by Instance checkbox. See: Resource Instances.
In the Capacity Changes region of the window, you can change or add information depending on the resource definition.
Ifyou selected a resource scheduled by instance, the only available value in the Action field is Delete a Day. For these resources, access the instance to adjust capacity.
In the Shift field, select available shifts from the list of values.
Shifts are defined on the Shifts window when you are assigning a resource to a department. See Assigning Resources to a Department, Oracle Bills of Material User's Guide.
Select the action you want to perform. The choices are Add Capacity, Delete a Day, Reduce Capacity, or Add a Day.
You can only delete work days, and only add non-work days.
If you are adding or reducing capacity, select the capacity units you want to change.
The value in the Units field is defaulted from the assigned units of the resource to this department, and can be changed.
In the Date fields, From and To, select the dates for this capacity action to occur.
In the Time fields, From and To, the values default from the shift information, but can be changed.
Save your work.
Select Refresh Resource Load to display your changes.
Select Schedule Multiple Work Orders to apply these capacity adjustments to the shop floor schedule.
Assigning Operation Resources, Oracle Bills of Material User's Guide
Assigning Resources to a Department, Oracle Bills of Material User's Guide
Resource Usage, Oracle Bills of Material User's Guide
You can manually or automatically reschedule the start and end dates of a job, operation, or resource.
For Manual Mode (Manual rescheduling is the default mode):
Grab and drag the start or end of a bar
You can invoke the Bar Inspector window that shows the start and end dates of a selected job, operation, or resource.
For Automatic Mode:
Grab and drag the start or end of a bar
Invoke the Automatic Rescheduling window
You can manually reschedule any job, operation, or resource without regard for constraints or scheduling rules.
Point at the start or end of a job, operation, or resource bar.
Grab and drag to the right (forward) or left (backward).
The beginning or end of the bar moves to the right or left, respectively.
Save your work.
Right click on any bar.
A drop-down menu appears.
Choose Edit Schedule.
In the Start Date and/or End Date fields, enter the new start and/or end date for the required job or operation.
Choose Apply.
The bar moves to the new start and/or end date.
Save your work.
You can automatically reschedule any job or operation. The required resource and material are used as the determining factor. The automatic scheduler enables you to specify the start and end dates, forward or backward schedule a job, and schedule an operation using the midpoint or midpoint forward scheduling method. You can initiate automatic rescheduling by moving jobs and operations with the mouse pointer or through the Automatic Reschedule window.
The constraint-based scheduling engine uses your date if constraints allow, or it moves the job and/or operation forward to the first available time slot as resources and material are available.
The following is recommended:
Take a snapshot before rescheduling
Periodically take a snapshot to ensure the capacities used by the constraint-based scheduling engine are correct
Note: In automatic mode, you cannot schedule a job or operation if it is beyond the end of the horizon. See: Scheduling Horizon
Toggle or select Automatic/Manual Scheduling from the menu or toolbar.
You can also right click on a job or operation in the Gantt Chart pane, choose Automatically Reschedule from the drop-down menu, and specify the date and direction you want the scheduler to use
Point at the beginning or end of a job.
Grab and drag to the right (forward) or left (backward). The Automatic Reschedule window appears.
Verify date and scheduling direction.
Choose Schedule.
The constraint-based scheduling engine uses the selected date or searches for the first available time slot as resources and material are available.
Choose Refresh Resource Load to view changes prior to saving.
Save your work.
Place your cursor on the start (forward scheduling) or end (backward scheduling) portion of a job, left click on the light blue portion of the job, and drag the job right (forward) or left (backward).
In the Scheduling Direction field select Forward or Backward.
Select the start or end date.
Choose Schedule.
The job attempts to start on the date requested as constraints allow, or moves forward until the next available time slot is found. The job's operations and resources move with the job.
Choose Refresh Resource Load on the toolbar to view changes prior to saving.
Save your work.
Place your cursor on the start or end portion of an operation, left click on the light blue portion of the operation, and drag the operation right (forward) or left (backward).
The Automatic Reschedule window appears.
In the Scheduling Direction field select Forward or Backward.
In the Scheduling Method field select the appropriate method.
Both directions from operation (Midpoint): Reschedules all prior and next operations when a time slot is found for this selected operation. Prior operations are backward scheduled, m=next operations are forward scheduled. The constraint-based scheduling engine looks for sufficient resources to allow the operation to be placed at its newly desired time slot while finding a time slot for all prior and next operations, keeping all operations in their original sequence.
Forward from operation (Midpoint Forward): Moves only the selected and next operations, keeping them in sequence, when a time slot is located to move this specified operation. Prior operations will not be rescheduled.
Note: Use Midpoint Forward when you have already started a job and have activity in any operation.
Select the start or end date.
Choose Schedule.