Setting Up the Manufacturing Task Scheduler

Before you install the Manufacturing Task Scheduler, the following features and preferences are required:

  1. Go to Setup > Company > Enable Features.

  2. Click the Items & Inventory subtab, check the box for these two features:

  3. Check the Manufacturing Work In Process box.

  4. Check the Manufacturing Routing and Work Center box.

  5. Go to Setup > Manufacturing > Manufacturing Preferences.

  6. In the Production Execution section, check the Show Planned Capacity on Work Orders box.

    This preference correctly calculates and displays the summary bars, especially those with overlapping schedules.

For information on enabling features and preferences, see Enabling Features.

Install the Supply Chain Management SuiteApp

Install the Supply Chain Management SuiteApp with the following details:

  • Bundle Name: Supply Chain Management

  • Bundle Id: 47193

For instructions, see Installing Supply Chain Management. For information about installing bundles, see Installing a Bundle.

Supply Chain Management is a managed SuiteApp and is automatically updated whenever there are changes. Issue fixes and enhancements are available after the SuiteApp is updated in your account.

Roles and Permissions

The following table shows the list of required permissions to use the Manufacturing Task Scheduler:

Subtab

Permission

Level

Transactions

Work Order

Full

Lists

CRM Group

View

Lists

Work Calendar

View

Lists

Locations

View

Lists

Subsidiaries (for OneWorld Accounts only

View

Custom Record

SCM DPS Task View

Full

Custom Record

SCM DPS User Display

Full

By default, the following standard roles are granted full permissions to the two custom records that are listed in the table:

  • CEO

  • CFO

  • Sales Vice President

  • Accountant

  • Accountant (Reviewer)

  • Bookkeeper

  • Warehouse Manager

In addition to the two custom records, ensure you assign the other permissions to standard or custom roles. To edit or customize a role, go to Setup > Users/Roles > Manage Roles. On the Manage Roles page, click the Role name to open the record and verify that the permissions are set to the required level. For more information about editing or customizing roles, see Customizing or Creating NetSuite Roles.

Based on your role, you can access the Manufacturing Task Scheduler by following the appropriate path:

  • Warehouse Manager

    Inventory >Manufacturing> Manufacturing Task Scheduler

  • Administrator

    Transaction>Manufacturing> Manufacturing Task Scheduler

  • Executive or Accounting

    Financial > Manufacturing> Manufacturing Task Scheduler

Related Topics

Manufacturing Task Scheduler
Views, Filters, Colors of the Manufacturing Task Scheduler
Task Conflicts
Update Tasks Using the Manufacturing Task Scheduler
Limitations

General Notices