Essential Product Knowledge
The ‘Planning’ section of the V5 Control Center allows users to select sales orders that they wish to process. The system will then amalgamate all the requirements, check to see what is already in stock and then provide a list of jobs that would be needed to fulfill the orders.
This page provides a guide and column definitions for the ‘Planning’ window in Control Center. More information on using this feature can be found in our ‘Scheduling & Production’ module guide here.
The ‘Planning’ section is found under the ‘My Factory’ header of Control Center.
This section is split up into 4 panels:
All fields here are populated from ‘Sales Orders’ when the order is created and cannot be edited here.
Sales order number.
The name of the customer receiving the order.
The date when the order will be delivered.
Sales order reference number (buyer purchasing reference for example).
The status of the sales order. This is set in the ‘Sales Order’ screen (unless the order is ‘Created’ in which case it will not appear here). These are:
Any additional instructions for this order that were entered when the order was created will be visible here. These will be displayed to the WMS operator when beginning the picking process, and can be accessed during via the info button on the main screen.
The user/operator who created the sales order.
The date and timestamp of when the order was created.
The address the order will be delivered to.
The address the order will be invoiced to.
Automatically generated shipper number.
Shows the first item line of the order, showing the commodity code and weight. This makes it easier to differentiate multiple orders to the same customer.
Shows the broker to be used to help fulfil the order.
Shows the carrier to be used to deliver the order. Both of these can be set up in ‘Order Info’.
FOB if required/entered against the sales order. This can then be printed on a Bill of Landing and other shipping documents.
Any additional freight terms entered against this order will appear here.
A specified delivery address if the user is not fully utilizing the customer addresses table. This can be integrated from ERP or hand inputted when creating the order.
The billing/invoice address of the carrier being used to deliver this order.
The seal number assigned to the order during the shipping process.
The trailer number, noted when the order is been shipped in WMS. Both this and ‘Seal #’ will be populated on arrival of the trailer and are not pre-assignable.
The formula code of the product that is required for this order.
The description of the required formula. Both this and ‘Formula Code’ above are populated from ‘Formulas’ and cannot be edited here.
The total required units of this formula.
The number of units of this formula that is already in stock, i.e. has already been produced previously.
The total required units of the formula that need to be produced to fulfil the sales order line.
The formula code of the batch/product that is required for this order.
Description of the formula to be produced. Populated from ‘Formulas’, this cannot be edited here.
The units required for this formula. This is taken from ‘Total’ above.
The total units to be made (‘Required’ minus ‘In Stock’). This will be initially shown as 0 as above until a job is scheduled and the window refreshed (see below).
The number of units of this formula that is already in stock, i.e., has already been produced previously.
The overall total requirements left for this line of the order. Again, this will update once a relevant job has been scheduled (see below).
Automatically generated job number that is generated at the same time the job is created/scheduled. The job number can also be manually entered if desired (must be unique). This will generate after rows are highlighted in the bottom left panel and the green ‘+’ in the bottom right corner.
Code for the formula to be produced. Populated from ‘Formulas’, this cannot be edited here.
Description of the formula to be produced. As above this cannot be edited here.
The number of units of the formula to be produced. This is the units per batch multiplied by the number of batches.
The number of batches of the formula to be run.
The number of batches of the formula remaining to be produced.
The number of batches of the formula that are currently suspended.
The current status of the job. These are:
Date and timestamp for when this job was scheduled.
Total time spent fulfilling this job.
Bespoke data fields, the contents of these fields can be printed on labels during production.