Handover Between Order Manager and Production Scheduler

The Service Panel includes the ability to update both Production Workflow and  Production Target Date from the Order view. This helps the Order Coordinator process incoming orders quicker, especially when managing high-priority orders. Once the Production Workflow has been assigned, the part name will also link directly to the MES Part Detail view for further processing and tracking.

Orders in their initial incoming status (default: Pending) do not create parts in the MES parts list right away. Only once an order is updated to any status of the category “in progress” an order is viewed as accepted and parts are created in the MES, making the part name clickable to open the individual parts detail page. If a default workflow is configured for the parts material, workflows will be assigned automatically upon part creation.

Order coordinators now have the same Production Status overview per part in the Service Panel Order View.

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Automatic Target Date Assignment

Starting with version 4.9 the target date for a part is automatically calculated when the order is accepted and all sequences of a part are scheduled.

For more details see also the definition of Target Date in https://3yourmind.atlassian.net/wiki/spaces/PD/pages/184942609/Working+with+the+Parts+List#Column-Overview .

Estimated Finish Date

With version 4.9 we are introducing an estimated finish date for all parts. The estimated finish date is automatically calculated per part based on the current date, scheduled jobs, open workflow steps, and their default durations. It is visible on the individual part and order detail views, as well as the part list (to come with 4.10) right next to the target date to enable quick comparison between the two. The calculation of the estimated finish date is adding all open default step durations of a parts workflow (default step durations) on top of the latest scheduled jobs end_time to estimate a finish date for this part.

A parts estimated finish date is displayed next to its target date on the individual part and order detail pages. For a quick overview the estimated finish date is also available as a separate part list column (4.10), by default placed next to the target date column.

Order and Part Status Connection

Starting with version 4.8 it is possible to declare a specific order status as Production finished status in the admin panel under Fulfillment partner > Advanced options.

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The production finished status is used to prompt the user to update order statuses of orders that have all parts completed. Parts are viewed as completed if the entire part quantity is in the last step of the assigned workflow. Once the system detects that all parts of an order are completed, a modal will ask the user to adapt the relevant orders to the status that was predefined in the admin panel.

Customers can Track Production Progress

One of the other key benefits of the Agile ERP is transparent communication from order to production.

We automated the calculation of the expected date when an order will be completed, and this information is directly visible in the order detail view on the user side as Expected On. This date is the sum of the estimated finished date (calculated as described above) and the needed shipping time.

Moreover, the ratio of ordered to produced parts is updated in real-time from the Agile MES and is visible to Buyers, Order Coordinators and Production Managers.

Closing an Order and Cleaning Up Open Sequences

As an Order Manager or Production Scheduler, I want to close all open sequences related to an order so that I can ensure all parts are complete.

When closing an order, the "Complete all open sequences" checkbox allows you to automatically move any sequence group that belongs to any part within that order that is not in the last workflow step to the final workflow step. Scrapped sequences always remain unchanged. If the checkbox is not selected, no sequences are updated.

This functionality saves you time and effort by keeping the MES clean and preventing the need for manual updating.

Bulk Updates: This feature is also available when setting orders to the last status in bulk.