Katana's Make screen, particularly the Schedule tab, is designed to optimize the organization and prioritization of manufacturing orders (MOs). This guide introduces how to manage production effectively using the drag-and-drop functionality to adjust priorities in real-time, ensuring that production aligns seamlessly with resource availability and customer deadlines.
Overview of the Schedule and Tasks tabs
Schedule tab:
Displays all your manufacturing orders, both Make-to-Order (MTO) and Make-to-Stock (MTS).
Provides a centralized view to manage all production jobs in a single queue.
Allows you to adjust the priority of MOs by dragging and dropping them within the list.
Production should commence with MOs at the top of the list, proceeding downwards.
Tasks tab:
Offers a detailed breakdown of production tasks assigned to specific resources and operators.
Useful for managing production at a more granular level.
Operators can access their tasks via the Shop Floor App, a mobile-friendly web application where they can view and complete tasks, report consumed ingredients, and record manufactured products.
Key features of the Schedule tab
Ingredient availability: Indicates whether required materials for each MO are in stock, expected, or not available.
Production status: Shows the current status of each MO (e.g., Not started, Work in progress, Done).
Production deadline: Displays the estimated completion date for each MO.
Delivery deadline: For MOs linked to sales orders (SOs), this column shows the delivery deadline, helping identify any conflicts between production schedules and customer commitments.
Priority management: Easily adjust MO priorities by dragging and dropping them within the list.
Consolidated pick lists: Generate pick lists that consolidate ingredients required for multiple MOs, streamlining the picking process.
Note: Rows in the Schedule tab are ordered based on MO priority.
Understanding sales order links and commitments
Make-to-Order (MTO) MOs:
Permanently linked to their respective SOs.
Adjusting the priority of an MTO MO will also update the priority of the linked SO in the Sell screen.
Make-to-Stock (MTS) MOs:
Not permanently linked to any SO.
Commitments to SOs are based on order priority and may be recalculated if an MO or SO is reprioritized.
Customer column: Displays the customer name and SO number associated with each MO, providing clarity on order commitments.
Managing Open and Done manufacturing orders
Open MOs:
Active manufacturing orders that are in progress or yet to be started.
Done MOs:
Once an MO's status is changed to Done, it moves to the Done table within the Schedule tab.
A completion date is automatically assigned to the MO.
If needed, you can revert a Done MO back to the Open table by changing its status to a previous state.
Filtering and exporting:
You can filter the Done MOs directly within Katana for analysis.
Additionally, export the list to a CSV file to further analyze your production metrics.
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