Epicor ERP Advanced Planning and Scheduling (APS)

Epicor ERP
Advanced Planning and

Scheduling (APS)
9.05.702
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Advanced Planning and Scheduling (APS) Contents
Contents
Advanced Planning and Scheduling (APS) Course...............................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7
Workshop Constraints..............................................................................................................................7
Overview.................................................................................................................................8
Application Setup...................................................................................................................9
Resource Group Maintenance........................................................................................................................10
Workshop - Create Resource Groups......................................................................................................11
Create Furnace Resources................................................................................................................12
Create a Green Team Resource Group.............................................................................................13
Create a Green Team Member Resource..........................................................................................14
Operation Maintenance.................................................................................................................................15
Workshop - Create an Operation............................................................................................................15
Capability Maintenance.................................................................................................................................17
Workshop - Create Capabilities...............................................................................................................18
Part Maintenance...........................................................................................................................................21
Workshop - Create Parts.........................................................................................................................21
Daily Processing....................................................................................................................24
Job Scheduling...............................................................................................................................................25
Workshop - Multi Resource Job..............................................................................................................26
Create Multi Resource Job...............................................................................................................26
Engineer and Schedule the Job........................................................................................................27
View Scheduled Job Results.............................................................................................................27
Workshop - Resource Capability.............................................................................................................28
Enter the First Sales Order................................................................................................................28
Enter the Second Sales Order...........................................................................................................29
Create Job for Dalton Manufacturing..............................................................................................29
Create Job for Barriston Engineering................................................................................................31
Review Scheduling Results...............................................................................................................33
Capable to Promise........................................................................................................................................33
Workshop - Capable to Promise..............................................................................................................36
Review Part PAA-200-ML.................................................................................................................36
Enter a Sales Order..........................................................................................................................37
Determine the Promise Date and Generate a Job.............................................................................38
Review the Generated Job...............................................................................................................39
Material Constraints.......................................................................................................................................40
Workshop - Material Constraints............................................................................................................40
Review Part Details..........................................................................................................................40
Epicor ERP | 9.05.702 3

Contents Advanced Planning and Scheduling (APS)
Create Job for DCD-100-SP.............................................................................................................41

Set Material as Constrained.............................................................................................................42
Create Second Job for DCD-100-SP.................................................................................................43
Graphs...........................................................................................................................................................45
Workshop - View Resource Schedule Load Graph...................................................................................45
Select the Graph..............................................................................................................................45
Fill the Shop Load Capacity..............................................................................................................46
Refresh the Data..............................................................................................................................46
Advanced Scheduling Reports........................................................................................................................48
Workshop - Review Scheduling Reports..................................................................................................49
Review Shop Load Report................................................................................................................49
Review Priority Dispatch Report.......................................................................................................49
Conclusion.............................................................................................................................51
4 Epicor ERP | 9.05.702

Advanced Planning and Scheduling (APS) Advanced Planning and Scheduling (APS) Course
Advanced Planning and Scheduling (APS) Course
This course discusses Advanced Planning and Scheduling (APS) and how it incorporates the strength of the
scheduling engine and enhances it with advanced functionality. While these features add to scheduling, it may
be necessary to use additional functionality such as multiple constraint scheduling. APS includes a wide range of
additional scheduling methods, visual drag-and-drop scheduling, capability and dependent capability-based
scheduling, real-time capable-to-promise functionality, and advanced material planning functionality.
This course is designed to guide you through the features and added functionality that comes with APS. It focuses
on creating capabilities, working with material constraints, learning capable-to-promise (CTP) and multi-level CTP
functionalities, scheduling capabilities and multiple resources on jobs, and using multiple research tools to view
the scheduling results. Such tools include scheduling boards and load graphs. The learning objectives will be
accomplished through presentation and workshops.
Upon successful completion of this course, you will be able to:
Identify the functionality available with the Advanced Planning and Scheduling module.
Understand capabilities and their use.
Establish the use of material constraints and view how it affects job scheduling.
Establish the use of capable-to-promise and multi-level CTP functionalities.
Understand how multiple resources are used.
Initialize and view Resource Schedule Load graphs.
Generate and review scheduling reports.
Epicor ERP | 9.05.702 5

Before You Begin Advanced Planning and Scheduling (APS)
Before You Begin
Read this topic for information you should know in order to successfully complete this course.
Audience
Specific audiences will benefit from this course.

Scheduler
Engineer
Prerequisites
In order to complete the workshops in this course, all necessary modules must be licensed and operating in your
training environment. For more information on the modules available, contact your Epicor Customer Account
Manager at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained
in other valuable courses.
Scheduling Course - This course introduces the theory of scheduling and the use of the scheduling tools in
the Epicor application. The objective is to provide a foundation using the application to achieve realistic
production schedules and load estimates that can be used to help control the shop floor and aid in delivery
promises. The Scheduling Course focuses on creating job schedules, computing resource loads, and
communicating this information to stakeholders.
Engineering Course - This course outlines the creation of a new part, engineering of a method of manufacture
(MOM), approval of a method, and creation of a method available for use. Methods can be used in the quoting
process, job entry, or as the basis for a new method.
Recommended Industry Knowledge - Students should have a working knowledge of job scheduling and
capacity planning concepts.
6 Epicor ERP | 9.05.702

Advanced Planning and Scheduling (APS) Before You Begin
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1. Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2. Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3. From the Main menu, select the company Epicor Education (EPIC06).
4. From the Main menu, select the Main Plant.
Workshop Constraints
All workshops in this course can be performed only once in each instance of a restored (refreshed) database. If
a user has already completed these workshops in the database, the database must be restored (refreshed) before
another user can complete this course.
Epicor ERP | 9.05.702 7

Overview Advanced Planning and Scheduling (APS)
Overview
An extension of the scheduling process, Advanced Planning and Scheduling (APS) incorporates the strength of
the scheduling engine and adds advanced functionality such as multiple constraint scheduling, a wide range of
scheduling methods, visual drag-and-drop scheduling, capability and dependent capability-based scheduling,
real-time capable-to-promise functionality, and advanced material planning functionality.
Use APS to accomplish the following functions:
Automated Scheduling by Capability
You can define a capability or skill level that can be tied to multiple resources rather than define a resource
group or individual resource in the planning process. The scheduling engine then determines, based on the
available resources, which individual resource to schedule for the operation.
Finite or Infinite Capacity
You can define each resource as either finite or infinite capacity. When a piece of the schedule is moved,
the resource is rescheduled according to its specific type.
Capable to Promise (CTP)
You can determine the date by which a sales order may be promised to the customer. These dates are calculated
for the current order and jobs are created for the demand needed to fulfill the sales order.
Multi-Level CTP
You can determine the date by which a sales order may be promised to the customer. This capability enables
the determination of material availability both at component level and also at finished goods level.
Material Constraints
Using an existing method of manufacturing for a part, you can consider material availability as a scheduling
constraint. Integrated directly with Inventory and Purchasing, the scheduling engine knows when material is
due and schedules it accordingly.
8 Epicor ERP | 9.05.702

Advanced Planning and Scheduling (APS) Application Setup
Application Setup
This section of the course reviews the setup of programs that affect the overall usage of Advanced Planning and
Scheduling.
Epicor ERP | 9.05.702 9

Application Setup Advanced Planning and Scheduling (APS)
Resource Group Maintenance
Use Resource Group Maintenance to set up resource groups and resources to be assigned to operations and
used during job entry for scheduling purposes. Each resource group must have at least one resource and is inactive
until a resource is created for it.
Resource groups and resources carry labor and labor burden cost estimates. They define where and how to
perform operations. Resource groups can also be used to build part routings in the Engineering Workbench and
in Quote Entry.
Menu Path
Navigate to this program from the Main Menu:
Production Management > Engineering > Setup > Resource Group
Production Management > Job Management > Setup > Resource Group
Production Management > Scheduling > Setup > Resource Group
Sales Management > Configurator Management > Setup > Resource Group
Service Management > Expense Management > Setup > Resource Group
Service Management > Field Service > Setup > Resource Group
Service Management > Maintenance Management > Setup > Resource Group
Service Management > Project Management > Setup > Resource Group
Service Management > Time Management > Setup > Resource Group
For CRM users, the Main Menu appears as:
Customer Relationship Management > Configurator Management > Setup > Resource Group
10 Epicor ERP | 9.05.702

Workshop - Create Resource Groups
In this workshop, create two new resource groups. The first resource group is for furnace machines that your
company uses to heat treat metal supporting blocks. The resource group contains three resources (furnaces). The
second resource group contains just one resource used as additional support on an assembly line (Green Team
Member), if necessary. Both resource groups will be used later in the course to explain the resource rescheduling
and resource capability scheduling functionalities.
Navigate to Resource Group Maintenance.
Menu Path: Production Management > Scheduling > Setup > Resource Group
1. From the New menu, select New Resource Group.
2. Enter the following information (where XXX are your initials):
Field Data
Resource Group FUR-XXX
Description Furnace Machines XXX
Department Machining Department
Calendar D5H8
Input Warehouse Main
In Bin 01-01-01
Output Warehouse Receiving Area
Out Bin RCV-1
Production (Costing Burden Rates) 70
Setup (Costing Burden Rates) 70
Production (Quoting Burden Rates) 70
Setup (Quoting Burden Rates) 70
Production (Costing Labor Rates) 15
Setup (Costing Labor Rates) 15
Production (Quoting Labor Rates) 15
Setup (Quoting Labor Rates) 15
3. In the Daily Production Capacity field, enter 112.

This field specifies the amount of non-time units the resource group can produce in a day. Each resource
(furnace) in this resource group consist of two racks. Each rack can accommodate 8 items for the heat
treatment therefore 16 items can be heat treated at a time.
4. Click Save.
5. To the Capacity changed, therefore, the 'Generate Shop Capacity Process' will need to be run to
update ShopLoad records. message, click OK.
6. Remain in Resource Group Maintenance for the next workshop task.
Epicor ERP | 9.05.702 11

Create Furnace Resources
In this workshop task, add three new furnace resources to the previously created resource group. All three
furnaces have the same daily production capacity of 112 units.
1. Navigate to the Resources > Detail sheet.
2. From the New menu, select New Resource.
Field Data
Resource 800C-XXX
Description 800C Furnace XXX
Calendar D5H8
In Bin 01-01-01
Out Bin RCV-1
This resource (furnace) can reach the maximum heating temperature of 800C.
4. Select the Finite Capacity check box.

This check box indicates that this resource works for a certain number of hours in a day, and that job
operations cannot exceed this capacity.
Note The daily production capacity of 112 units defaults from the resource group as all three resources
(furnaces) entered have the same capacity.
5. Click Save.
Field Data
Resource 1000C-XXX
Calendar D5H8
In Bin 01-01-01
Out Bin RCV-1
12 Epicor ERP | 9.05.702

9. Click Save.
Field Data
Resource 1200C-XXX
Calendar D5H8
In Bin 01-01-01
Out Bin RCV-1
13. Click Save.
14. Remain in Resource Group Maintenance for the next workshop tasks.
Create a Green Team Resource Group
In this workshop task, create a Green Team resource group.
1. From the New menu, select New Resource Group.
Field Data
Resource Group XXX-GRN
Description XXX - Green Team
Department Assembly Department
Calendar D5H8
In Bin 01-01-01
Out Bin RCV-1
Production (Costing Burden Rates) 50
Setup (Costing Burden Rates) 50
Epicor ERP | 9.05.702 13

Field Data
Production (Quoting Burden Rates) 50
Setup (Quoting Burden Rates) 50
Production (Costing Labor Rates) 15
Setup (Costing Labor Rates) 15
Production (Quoting Labor Rates) 15
Setup (Quoting Labor Rates) 15
3. Click Save.
4. To the Capacity changed, therefore, the 'Generate Shop Capacity Process' will need to be run to
update ShopLoad records. message, click OK.
5. Remain in Resource Group Maintenance for the next workshop task.
Create a Green Team Member Resource
In this workshop task, create a Green Team Member resource.
1. Navigate to the Resources > Detail sheet.
Field Data
Resource XXX-GRN
Description XXX - Green Team Member
Calendar D5H8
In Bin 01-01-01
Out Bin RCV-1
5. Click Save.
6. Exit Resource Group Maintenance.
14 Epicor ERP | 9.05.702

Operation Maintenance
Use Operation Maintenance to enter procedures that shop employees must perform when working on a job.
Job operations or operation sequences define the sequence of labor steps required to make each part.
Example Drill, Bend, and Cut.
Operations are entered for each part in Opportunity/Quote Entry and Job Entry. They can also be entered as
routing information if you have the Engineering module installed.
Important You must attach specific resources and resource groups to your operations in order to establish
labor and burden rates for the operation. Use the Scheduling Requirements sheets to do this. If you
have the Advanced Planning and Scheduling (APS) license installed, you can also attach capabilities to
your operations.
Note For more information, refer to the Routing Creation and Job Scheduling advanced topics in the
Application Help. For more information on how an operation is costed with respect to the capabilities,
resources, or resource groups that might be attached to it, refer to the Costing Workbench topic in the
Application Help.
Operations can be internal or subcontract operations. Internal operations track the hours and costs for all
planned and actual labor. Subcontract operations track the movement of parts and costs associated with outside
services.
Menu Path
Production Management > Engineering > Setup > Operation
Production Management > Job Management > Setup > Operation
Production Management > Scheduling > Setup > Operation
Sales Management > Configurator Management > Setup > Operation
Service Management > Project Management > Setup > Operation
Customer Relationship Management > Configurator Management > Setup > Operation
Workshop - Create an Operation
In this workshop, enter a new operation for the furnace heat treatment and link it to the Furnace Machines
resource group created previously.
Navigate to Operation Maintenance.
Menu Path: Production Management > Scheduling > Setup > Operation
1. From the New menu, select New Operation.
2. In the Operation field, enter FHT-XXX (where XXX are your initials).
3. In the Description field, enter Furnace Heat Treatment XXX (where XXX are your initials).
Epicor ERP | 9.05.702 15

4. In the Text field, select Standard Oper. Text.
5. Click Save.
6. Navigate to the Scheduling Requirements > Resource Groups sheet.
7. From the New menu, select New Resource Group Requirement.
8. In the Resource Group List grid, right-click in the ResourceGrpID field, and select Open With > Resource
Group Search.
The Resource Group Search window displays.
9. In the Starting At field, enter FUR and click Search.
10. In the Search Results grid, select the resource group created in the Workshop - Create a Resource Group
and click OK.
11. Click Save.
12. Exit Operation Maintenance.
16 Epicor ERP | 9.05.702

Capability Maintenance
Use Capability Maintenance to define capabilities that are available within your production facility. For example,
capabilities could be shearing, turning, setting, painting, drilling, and so on. The capability is then associated with
resources for scheduling purposes.
Important The ability to setup Capabilities in the Epicor application is only available if you have the license
for Advanced Planning and Scheduling installed.
Following is a diagram that illustrates the relationship between capabilities and resources/resource groups:
Menu Path
Production Management > Scheduling > Setup > Capability
Epicor ERP | 9.05.702 17

Workshop - Create Capabilities
In this workshop, create three new capabilities and link them to the previously defined operation, resource group,
and resources. You will associate these capabilities with three furnace resources for scheduling purposes.
Navigate to Capability Maintenance.
Menu Path: Production Management > Scheduling > Setup > Capability
1. From the New menu, select New Capability.
Field Data
Capability 800C-XXX
Description 800C Capability XXX
Operation FHT-XXX
Primary Resource Group FUR-XXX
3. Click Save.
4. Navigate to the Resources sheet.
6. In the Resource ID field, enter 800C-XXX and press Tab (where XXX are your initials).
7. In the Resource Priority field, enter 3.

This field specifies the priority or sequence in which the specified resources will be reviewed for availability
during job scheduling. This value is used by the scheduling engine to break ties when two or more resources
are available at the same time. The resource with a higher resource priority value is selected first.
Example A resource with a 3 resource priority is selected before a resource with a 1 resource priority.
The higher the number assigned to the resource, the more likely the resource will be used during
capability selection.
If priority codes (such as 1, 2, 3, and so on) are not entered, the resources are checked for availability
in the order in which they are entered in the grid on this sheet.
8. In the Production Factor field, verify 1 displays.

This field specifies the ratio of the production time of the resource as compared to the production time of
the capability. The default is 1.0, meaning that the resource is equal to the capability with respect to
production time.
9. In the Setup Factor field, verify 1 displays.

This field specifies the ratio of the setup time of the resource as compared to the setup time of the capability.
The default is 1.0, meaning that the resource is equal to the capability with respect to setup time.
10. Click Save.
11. Repeat steps 5-10 to add two additional resources (where XXX are your initials):
18 Epicor ERP | 9.05.702

Resource Resource Priority Production Factor Setup Factor

1000C-XXX 2.00 1.25 1.00
1200C-XXX 1.00 1.50 1.00
The 800C-XXX capability includes 3 resources because the 1000C-XXX and 1200C-XXX furnaces can be
also used to heat treat a part which requires the maximum temperature of 800C (where XXX are your
initials).
Field Data
Capability 1000C-XXX
Operation FHT-XXX
14. Click Save.
19. In the Production Factor field, enter 1.25.
21. Click Save.
27. Click Save.

The 1000C-XXX capability includes 2 resources because the 1200C-XXX furnace can be also used to heat
treat a part which requires the maximum temperature of 1000C (where XXX are your initials).
Epicor ERP | 9.05.702 19

Field Data
Operation FHT-XXX
30. Click Save.
37. Click Save.

The 1200C-XXX capability includes only 1 resource because the 1000C-XXX and 800C-XXX furnaces cannot
be used to heat treat a part which requires the maximum temperature of 1200C (where XXX are your
initials).
38. Exit Capability Maintenance.
20 Epicor ERP | 9.05.702

Part Maintenance
Use Part Maintenance to enter or update part information. Parts are either purchased items you use for raw
materials or subassemblies or manufactured items you use to fill sales orders.
Each part record contains crucial data you may need for purchase or production needs. A part record contains
general information such as part number, description, and search criteria. Also, a part record defines inventory
information, which includes unit of measure (UOM) options for sales, purchases, inventory, non-stock classifications,
serial number tracking, and weight values. You also define warehouse and bin information for each part, including
Minimum, Maximum, and Safety Stock quantities. If this part is included in a sales kit, define these parameters
as well.
When you set up a part, all plants within the company can access the part and use it on jobs. You can also select
parts as materials on quote, job, or part methods of manufacturing. If you use the Engineering module, any
purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance.
Tip Most modules do not require parts to exist in Part Maintenance, but it is recommended that you enter
parts in this program, as each record requires little data and can save you data entry time later.
Menu Path
Material Management > Inventory Management > Setup > Part
Material Management > Purchase Contracts Management > Setup > Part
Material Management > Purchase Management > Setup > Part
Material Management > Supplier Relationship Management > Setup > Part
Production Management > Engineering > Setup > Part
Production Management > Job Management > Setup > Part
Production Management > Material Requirements Planning > Setup > Part
Production Management > Quality Assurance > Setup > Part
Sales Management > Configurator Management > Setup > Part
Sales Management > Demand Management > Setup > Part
Sales Management > Order Management > Setup > Part
Service Management > Field Service > Setup > Part
System Management > Distribution Vertical > Distribution Proof of Concepts > Gift Cards > Gift Card - Item
System Management > Distribution Vertical > Inventory > Item with Attributes
Customer Relationship Management > Configurator Management > Setup > Part
Customer Relationship Management > Demand Management > Setup > Part
Customer Relationship Management > Order Management > Setup > Part
Workshop - Create Parts
Your company specializes in a heat treatment for different types of metal supporting blocks. In this workshop,
enter three new parts (Metal Supporting Blocks) and create a method of manufacturing for each of them.
Navigate to Part Maintenance.
Epicor ERP | 9.05.702 21

Menu Path: Production Management > Job Management > Setup > Part
1. From the New menu, select New Part.
2. In the Part field, enter 800C-XXX (where XXX are your initials).
3. In the Description field, enter 800C Metal Supporting Block XXX (where XXX are your initials).
4. In the Type field, select Manufactured.
5. In the Group field, select Fabricated.

This field specifies the product group to which this part is assigned. A product group classifies groups of
your finished goods inventory parts.
6. Click Save.
7. From the New menu, select New Part Revision.

The Part > Revisions > Detail sheet displays.
8. In the Revision field, enter A.
9. In the Description field, enter Initial Revision.
10. Select the Not Approved check box to approve the revision.
The Description of Change window displays.
11. In the Description of Change window, enter Approved and click OK.
12. From the Actions menu, select Revision > Check Out Revision.
The Part Revision Checkout window displays.
13. Click the New ECO button.

ECO Group Maintenance displays.
14. In the Group ID field, enter FUR-XXX (where XXX are your initials).
15. In the Description field, enter Furnaces ECO XXX (where XXX are your initials) and click OK.
16. In the Revisions grid, select Rev A and click OK.
17. From the Actions menu, select Revision > Engineering Workbench.
The Engineering Workbench displays.
18. In the tree view, right-click the Operations node and select Add Operation.
The Method of Manufacturing > Operations > Detail sheet displays.
19. In the Operation field, select Furnace Heat Treatment XXX (where XXX are your initials).
20. In the Prod Std field, enter 16 and select Pieces/Hour and click Save.
21. Navigate to the Method of Manufacturing > Operations > Scheduling Resources > Detail sheet.
22. In the Capability field, select 800C Capability XXX (where XXX are your initials).
22 Epicor ERP | 9.05.702

This capability carries three resources, 800C-XXX, 1000C-XXX, and 1200C-XXX (where XXX are your initials).
23. Click Save.
24. Navigate to the Revision > Detail sheet and select the Not Approved check box to approve the revision.
25. Click Save.
26. From the Actions menu, select Revision > Check In.
The Description of Change window displays.
27. Click OK.
28. To the Check In Complete message, click OK.
29. Exit the Engineering Workbench and remain in Part Maintenance.
30. Repeat steps 1-29 to add two additional parts (where XXX are your initials). Do not create a new ECO group,
but reuse FUR-XXX entered in steps 13-15.
Field Data
Part 1000C-XXX
Description 1000C Metal Supporting Block XXX
ECO FUR-XXX
The capability carries two resources 1000C-XXX and 1200C-XXX (where XXX are your initials).
Field Data
Part 1200C-XXX
Description 1200C Metal Supporting Block XXX
ECO FUR-XXX
The capability carries one resource only 1200C-XXX (where XXX are your initials).
31. Exit Part Maintenance.
Epicor ERP | 9.05.702 23

Daily Processing Advanced Planning and Scheduling (APS)
Daily Processing
This section of the course discusses the advanced planning and scheduling processing that takes place during a
typical work day. Advanced planning and scheduling determines the resources and capabilities of resources to
complete tasks and reach objectives. These objectives may be complex, such as constructing a new building using
three cranes at once, or a simple task such as heat treating metal components using several furnaces.
Business Scenario (Capabilities)
You company specializes in heat treatment for building components used in construction. One part of your
manufacturing plant consists of three furnaces used specifically to heat treat metal supporting blocks used in
bridge construction. Each furnace has a different maximum temperature capability, ranging from 800, 1000,
and 1200 Celsius. Each furnace comprises two racks, with one rack being able to accommodate a maximum of
eight metal supporting blocks. Because you receive many orders for supporting blocks and have only three
furnaces available, you link these furnaces (resources) to capabilities, where you further define their priority and
production factors. There are times when you receive orders from customers requiring the same quantities on
the same date, so once you set up capabilities and schedule jobs, the scheduling engine determines which furnace
is used for a particular job.
Business Scenario (Resource Rescheduling)
You need to replenish a significant amount of part DSS-1000 (Satellite Assembly) in inventory, as you are expecting
a significant order increase in couple of months time due to a soccer world cup. As a result you decide to add
an additional resource to the job in order to boost up production. You enter a make-to-stock job and schedule
it two months out when new orders should be coming in. Later you discover that the Green Team member
resource should be in high demand later next month. Therefore, you decide to pull in the start date for the
assembly operation of the job you created for part DSS-1000.
24 Epicor ERP | 9.05.702

Advanced Planning and Scheduling (APS) Daily Processing
Job Scheduling
Job planning and scheduling encounters several possibilities during the scheduling process. Product that is sold
or stocked has a demand value that needs to be fulfilled. Because of this, as a planner, you must estimate the
demand required each day and/or week to make sure there is enough supply of time or other capacity available
to complete production quantities by the due date. Some of these jobs may be more important than others.
Using more than two resources or scheduling a resource by its capability may allow you to successfully schedule
jobs with the most efficiency.
This section of the course covers working with multiple resources on an operation for a job. Also covered is the
use and scheduling of a resource capability to increase production scheduling and performance of available
resources.
Job Scheduling Board
Resource Scheduling Board and Multi Resource Scheduling Board
Epicor ERP | 9.05.702 25

Workshop - Multi Resource Job

In this workshop, create a job for 1000 units of part DSS-1000. You plan to call upon a member from the Green
Team to do the assembly work. As a result you add a new resource to Operation 10 - Assembly.
Create Multi Resource Job
In this workshop task, create a new job for 1000 units of part DSS-1000.
Navigate to Job Entry.
Menu Path: Production Management > Job Management > General Operations > Job Entry
1. From the New menu, select New Job.

The New Job Number window displays.
2. Click the Next Job button to generate a new job number.
3. Click OK to confirm.
4. In the Part field, enter DSS-1000 and press Tab.
5. In the Req By field, enter the date two months from today.
6. From the New menu, select New Demand Link > Make to Stock.
The Job > Make To Stock > Detail sheet displays.
7. In the Quantity field, enter 1000 and press Tab.
8. From the Actions menu, select Job > Get Details.

The Get Details window displays.
10. Click Save.
11. In the tree view, right-click ASM: 0 DSS-1000 and select Tree > Expand Tree.
12. In the tree view for Opr: 10 OP: ASSEM, right-click the Resources node and select Add Scheduling
Resource.
The Job Details > Operations > Scheduling Resources > Detail sheet displays.
13. In the Resource Group field, select XXX - Green Team (where XXX are your initials).
14. In the Resource field, select XXX - Green Team Member (where XXX are your initials).
15. Click Save.
16. Remain in Job Entry for the next workshop task.
26 Epicor ERP | 9.05.702

Engineer and Schedule the Job
In this workshop task, engineer and schedule the job for part DSS-1000.
1. Navigate to the Job sheet.
2. Select the Engineered check box.

This check box indicates that the manufacturing process for the job has been completely planned.
3. Record the job number_______________.
4. From the Actions menu, select Schedule > Job Scheduling.

The Schedule Job window displays.
5. Accept the default of Backward scheduling and click OK.

The backward scheduling begins with the job's target completion date and subtracts the estimated operation
time for the last operation to compute its scheduled starting time which, in turn, becomes the scheduled
completion time of the previous operation. This process continues until the first operation is scheduled and
the scheduled start date for the job results.
View Scheduled Job Results

You discover that the Green Team is in high demand later next month. You decide to pull in the start date for
the assembly operation (OPR 10) of the job you created for part DSS-1000. You access the Job Scheduling Board
to view the current schedule and then change the start date of the assembly operation.
1. From the Actions menu, select Schedule > Job Scheduling Board.
The Job Scheduling Board displays.
2. Navigate to the Schedule sheet and double-click the job number.

The list of operations displays.
3. Right-click the job number and select Start Time.

Note the current start and end dates of the operations and job.
4. Double-click (0/10) ASSEM.

The resources for this operation display. Notice the XXX-GRN (where XXX are your initials) resource is
included.
5. Double-click the yellow bar for the XXXGRN (XXX - Green Team).
The Move Job XXXX (where XXXX is your job number) window displays.
6. In the Start Date field, enter the date three days from today.
7. Accept the other defaults and click OK.

Note that the yellow bar has moved, but the blue bar has not. The schedule changes have not yet been
accepted.
Epicor ERP | 9.05.702 27

8. From the Actions menu, select Accept Current Job Changes.
9. Exit the Job Scheduling Board.
10. In Job Entry, select the Released check box.

This check box indicates that this job is ready to be manufactured.
11. Click Save.
12. Exit Job Entry.
Workshop - Resource Capability
You receive two sales orders from two different customers for 112 units of part 1000C-XXX (where XXX are
your initials). Both customers must receive the required quantities in two days time. In this workshop, enter two
sales orders for the metal supporting block part and enter, schedule, engineer, and release two jobs with identical
quantities and due dates. Finally, review the scheduling results using the Multi Resource Scheduling Board.
Enter the First Sales Order
In this workshop task, enter the first sales order for the metal supporting block part.
Navigate to Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry
1. From the New menu select New Order.
2. In the Customer field, enter Dalton and press Tab.
3. In the Need By field, select the date two days from today.
4. Click Save.
5. Navigate to the Lines > Detail sheet.
6. From the New menu, select New Line.
7. In the Part/Rev field, enter 1000C-XXX (where XXX are your initials) and press Tab.
This is the part created in the Workshop - Create Parts.
8. In the Order Quantity field, enter 112.
9. Click Save.
10. Navigate to the Releases > Detail sheet.
11. Select the Make Direct check box.

This check box indicates that this release quantity will be manufactured instead of being pulled from inventory.
All order releases that use this option are displayed as new orders in Job Entry.
28 Epicor ERP | 9.05.702

12. Navigate to the Summary sheet.
13. Record the sales order number_____________.
14. Click Save.
15. Remain in Sales Order Entry for the next workshop task.
Enter the Second Sales Order
In this workshop task, enter the second sales order for the metal supporting block part.
1. From the New menu select New Order.
2. In the Customer field, enter BARRISTON and press Tab.
3. In the Need By field, select the date two days from today.
4. Click Save.
7. In the Part/Rev field, enter 1000C-XXX (where XXX are your initials) and press Tab.
This is the part created in the Workshop - Create Parts.
9. Click Save.
10. Navigate to the Releases > Detail sheet.
11. Select the Make Direct check box.
12. Navigate to the Summary sheet.
13. Record the sales order number_____________.
14. Click Save.
15. Exit Sales Order Entry.
Create Job for Dalton Manufacturing
In this workshop task, create a job to satisfy the order placed by Dalton Manufacturing for 112 units of part
1000C-XXX (where XXX are your initials).

Epicor ERP | 9.05.702 29

4. In the Part field, enter 1000C-XXX (where XXX are your initials) and press Tab.
5. In the Req By field, enter the date two days from today.
6. Click Save.
7. From the New menu, select New Demand Link > Make to Order.
The Job > Make to Order > Detail sheet displays.
8. In the Order field, enter the sales order number for Dalton Manufacturing and press Tab.
9. In the Line field, enter 1 and press Tab.
10. In the Release field, enter 1 and press Tab.

In the Production Qty field, 112 displays.
11. Click Save.
The Get Detail window displays.
14. In the tree view, right-click the job number and click Tree > Expand Tree.
15. In the tree view, click on Opr: 10.

The Job Details > Operations > Detail sheet displays.
16. In the Setup Per Machine pane, in the Hours field, enter 1.
This is the amount of hours required to set up a furnace machine.
17. In the Production Per Machine pane, in the Prod Std field, verify 16 and Pieces/Hour display.
18. Click Save.
19. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet.
20. In the Production Consumption Rate field, enter 0.062.

This is the rate required to make one part for this operation detail record. This rate is multiplied by the
manufacturing quantity of the job to get the total daily production quantity. This total is then compared to
the operation detail record's Daily Production Capacity to check for a non-time constraint. Once the production
limit for the operation detail has been reached, it has been consumed for that day.
21. Click Save.

The Row has been modified by another user and could not be updated. Please press the Refresh
button and re-enter your changes message displays.
22. To the message, click OK.
30 Epicor ERP | 9.05.702

23. Click Refresh.
24. In the Production Consumption Rate field, enter 0.062 again and click Save.

Finite Capacity assumption does not allow more load to be scheduled into a time period than the available
capacity. For example, if the resource capacity is 15 hours per day, loading to Finite Capacity will not exceed
that amount at the resource level. If overload is encountered, and material and capacity are available, the
Epicor application pulls as much load as possible into earlier time periods.
29. Click OK.
30. Select the Released check box.
31. Record the job number______________.
32. Click Save.
Create Job for Barriston Engineering
In this workshop task, create a job to satisfy the order placed by Barriston Engineering for 112 units of part
1000C-XXX (where XXX are your initials).

4. In the Part field, enter 1000C-XXX (where XXX are your initials) and press Tab.
5. In the Req By field, enter the date two days from today.
6. Click Save.
7. From the New menu, select New Demand Link > Make to Order.
The Job > Make to Order > Detail sheet displays.
8. In the Order field, enter the sales order number for Barriston Engineering and press Tab.
9. In the Line field, enter 1 and press Tab.
10. In the Release field, enter 1 and press Tab.
Epicor ERP | 9.05.702 31

In the Production Qty field, 112 displays.
11. Click Save.
The Get Detail window displays.
14. In the tree view, right-click the job number and click Tree > Expand Tree.
15. In the tree view, click on Opr: 10.

16. In the Setup Per Machine pane, in the Hours field, enter 1.
17. In the Production Per Machine pane, in the Prod Std field, verify 16 and Pieces/Hour display.
18. Click Save.
19. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet.
20. In the Production Consumption Rate field, enter 0.062.
21. Click Save.

The Row has been modified by another user and could not be updated. Please press the Refresh
button and re-enter your changes message displays.
23. Click Refresh.
24. In the Production Consumption Rate field, enter 0.062 again and click Save.
28. Select the Finite Capacity check box and click OK.
30. Record the job number______________.
31. Click Save.
32. Exit Job Entry.
32 Epicor ERP | 9.05.702

Review Scheduling Results
In this workshop task, review the scheduling results using the Job Scheduling Board.
Navigate to the Job Scheduling Board.
Menu Path: Production Management > Scheduling > General Operations > Job Scheduling Board
Important This program is not available

in the Epicor Web Access interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
1. Click the Job button.

The Job Search window displays.
2. In the Starting At field, enter the first job number and click Search.
3. From the Search Results grid, select both previously entered jobs.
In the Job List sheet, both jobs display.
4. Navigate to the Schedule sheet.
5. In the Job pane, click the top job number.
6. Navigate to the Detail sheet.
7. In the Resource grid, in the Resource ID column, the 1000C-XXX resource displays (where XXX are your
initials).
8. Navigate back to the Schedule sheet and select the second job.
9. Navigate again to the Detail sheet.
10. In the Resource grid, in the Resource ID column, the 1200C-XXX resource displays (where XXX are your
initials).
As both jobs are scheduled finitely and both are due on the same day, a different resource (furnace) is used
for each of them. This is because both resources have been considered by the scheduling engine to satisfy
two separate jobs for Dalton Manufacturing and Barriston Engineering.
Capable to Promise
The capable-to-promise (CTP) allows you to determine the date by which a sales order may be promised to the
customer. These dates are calculated for the current order and jobs are created for the demand needed to fulfill
the sales order. The jobs are then incorporated into the production schedule. You can indicate whether this
functionality is run on all or only on a specific order detail line on the sales order. You can also enter a projected
start date for each detail line to help in scheduling the jobs.
If a part is non-stock, the following CTP rules apply:
An unfirm job is created, similar to the logic behind MRP unfirm jobs.
The job's method comes from a linked quote. If no quote exists, the method comes from the part.
Epicor ERP | 9.05.702 33

The Engineered check box is selected.

The job is scheduled forward in what-if mode to determine the calculated completion date.
If a part is stocked, the following CTP rules apply:
If there is sufficient stock to fulfill the order demand, the capable-to-promise date is set to the need by date
of the order release.
If there is not sufficient stock for the part, the Time Phase logic is used to determine when there will be
sufficient stock.
If the sales order line part is a manufactured item and there is no supply to meet the requirement, the non-stock
part logic applies.
If the sales order line part is a purchased part and there is no supply to meet the requirements, the
capable-to-promise date is determined by adding the purchase lead time to the current date and using this
as the capable-to-promise date.
Multi-Level Capable to Promise
The capable-to-promise (CTP) can now perform multi-level CTP. To accomplish this, CTP uses the Plan as Assembly
parameter to create the assembly structure on materials defined as View as Assembly when the demand is
found within the cumulative lead time.
For a stocked part, when demand is within the cumulative lead time and per available-to-promise (ATP), not
enough stock is available to cover the demand, then an unfirm CTP job is created following the rules (which
include Plan as Assembly). If the CTP is accepted, then the CTP jobs for stock parts is marked as firm, but does
not directly link to the sales order.
Note This is always true for make direct parts. It has also been extended to include stock parts if the
demand falls within the cumulative lead time and the quantity on hand is short of the required quantity.
Example Part PAA-200-ML consists of subassemblies CA10, and CA12. Both subassemblies are constrained
materials and both have different cumulative lead times. The application always takes the highest lead time
into consideration when calculating manufacturing lead time for the parent part. The stock availability of
the parent part's subassemblies as well as their respective manufacturing lead times determine when the
sales order can be satisfied.
34 Epicor ERP | 9.05.702

Epicor ERP | 9.05.702 35

Workshop - Capable to Promise
A customer of ABC Manufacturing, Dalton Inc, places an order for part PAA-200-ML. In this workshop, enter a
sales order for part PAA-200-ML and use the capable-to-promise (CTP) functionality and multi-level CTP to review
the calculated dates for this sales order. The last step in the process is to generate and review the job.
Review Part PAA-200-ML
In this workshop task, review manufacturing lead time for part PAA-200-ML and understand the application
manufacturing lead time calculation logic.
1. In the Part field, enter PAA-200-ML and press Tab.
2. Navigate to the Part > Plants > Planning sheet.
3. In the Manufacturing Lead Time pane, in the Cumulative Lead time field, verify 62 displays.
This is the total time required to generate the part. The value includes the time required to manufacture or
purchase parts of lower levels.
4. In the This Level Time field, verify 1 displays.

This is the lead time required to manufacture the part at the level of this part only. The value does not include
the time required to manufacture or purchase parts of lower levels.
5. The following calculation logic applies when calculating the Cumulative Lead Time for part PAA-200-ML:
In the Cumulative Time field, the value of 62 days displays. This is the calculated value based on the lead
times of the part's subassemblies.
Note The cumulative times for part PAA-200-ML can vary, depending on the lead times of its materials.
Example The following are the parts subassemblies and their related lead times:
Material CA10
Field Data
Cumulative Time 61
This Level Time 5
Note
Material CA10 contains subassembly CA20. The cumulative lead time for material CA20 is 56 days.
The application therefore calculates the lead time for part CA10 as follows: 56 (this is the cumulative
lead time for part CA20) + 5 (this is the actual manufacturing time for part CA10) = 61.
Material CA12
Field Data
Cumulative Time 16
This Level Time 2
36 Epicor ERP | 9.05.702

Note
The cumulative lead time for material CA12 is 16 days. Material CA12 contains purchased material
CM14 with the purchasing lead time of 14 days. The application therefore calculates the lead time
for part CA12 as follows: 14 (this is the purchasing lead time for part CM14) + 2 (this is the actual
manufacturing time for part CA12) = 16.
Note
The application always takes the highest lead time into consideration when calculating manufacturing
lead time for the parent part. In the example above the parent part PAA-200-ML has the cumulative
lead time of 62 days. The application therefore calculates the lead time for part PAA-200-ML as follows:
61 (this is the cumulative lead time for part CA10) + 1 (this is the actual manufacturing time for part
PAA-200-ML) = 62.
Enter a Sales Order
In this workshop task, enter a sales order for 75 units of part PAA-200-ML ordered by Dalton Manufacturing.
Navigate to Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry
1. From the New menu, select New Order.
2. In the Customer field, enter Dalton and press Tab.
3. In the Need By field, enter the date two weeks from today.
4. Click Save.
7. In the Part/Rev field, enter PAA-200-ML and press Tab.
9. Click Save and remain in the Sales Order Entry for the next workshop task.
Epicor ERP | 9.05.702 37

Determine the Promise Date and Generate a Job
In this workshop task, launch capable-to-promise to determine the promise date for this sales order and generate
a job for the ordered quantities.
1. From the Actions menu, select the Capable to Promise command.

Capable to Promise displays.
2. In the Order Lines grid, review the Proposed Start Date.

Today's date should default.
3. Verify the CTP check box is selected.

Selecting this check box ensures the proposed completion date will be calculated.
4. Click the Calculate button to calculate the completion date.
5. In the Calculated Completion Date field, a proposed completion date displays.

This field specifies the date determined by capable-to-promise calculation as the date on which the order
can be sent to the customer.
6. Record the calculated completion date________________.

For the purpose of this workshop you will not yet confirm the order line.
7. Select the Multi Level CTP check box.

Selecting this check box ensures that the application will consider the part's PAA-200-ML subassemblies
and their respective manufacturing and purchasing lead times in the completion date calculation process.
8. Click the Calculate button again.
9. In the Calculated Completion Date field, a new proposed completion date displays.
10. Record the calculated completion date________________.

Notice the date is further out. This is because the application searched for and calculated the lead times of
all the materials in the part's PAA-200-ML method of manufacture. It also considered the current stock
quantities of all the materials needed to make the parent part.
Example Part CM14 is a purchased part needed to make part CA12. Part CA12 is a subassembly for
part PAA-200-ML. The purchasing lead time for CM14 is 14 days. If the on hand quantity for CM14
was zero, the application would consider this and would add 14 days to the calculated promise date,
as it takes 14 days to get the part from the supplier in order to make part CA12, which is needed to
make part PAA-200-ML.
11. Select the Confirm All check box.
12. Click the Confirm button.

The order line clears from the Order Lines grid.
13. Exit Capable to Promise.
14. Exit Sales Order Entry.
38 Epicor ERP | 9.05.702

Review the Generated Job
In this workshop task, review the generated job for pat PAA-200-ML using the Job Scheduling Board.
Navigate to the Job Scheduling Board.
Menu Path: Production Management > Scheduling > General Operations > Job Scheduling Board

1. Click the Job button.

The Job Search window displays.
2. In the Sort By field, select Part Number.
3. In the Starting At field, enter PAA-200-ML and click Search.
4. In the Search Results grid, select the job for part PAA-200-ML.
There may be other jobs displaying for this part in the Search Results grid. To make sure you select the
correct job verify the selected job is for 75 units.
5. Click OK.
7. Right-click on the job and select Start Time.

The right pane displays a Time bar showing the start and end date for the job operation.
9. Review the Start Date and the Due Date fields.
10. In the Est Hours field, review the estimated hours for this job.
This is the estimated number of hours to complete the job operation.
Epicor ERP | 9.05.702 39

Material Constraints
In addition to resource constraints, the Epicor application can also consider material availability when scheduling
jobs. This is done by identifying a material part as constrained.
A constrained material is a part that will affect the job schedule based on its availability. If there is not enough
material on hand to satisfy a job requirement, job scheduling determines when the material is available for an
operation, and that date is used as the start point for the related operation. If the required date for the material
is later than the defined lead time for the material, then the material is considered available.
Workshop - Material Constraints
In this workshop, create two identical jobs for the same part to see how they affect the production schedule.
To explain the Material Constraints functionality, this workshop outlines the following logic:
1. Review details for material 8400S-612 to verify the part is not set as constrained and it does have a defined
lead time.
2. Create, schedule, and engineer job for part DCD-100-SP. You modify the part's method of manufacturing
by adding material 8400S-612 and a welding operation.
3. Review scheduling results. The job should meet its due date.
4. Set material 8400S-612 as constrained and define a lead time.
5. Create, schedule, and engineer another job for part DCD-100-SP. The job's due date and quantities are
identical to the first job. You modify the part's method of manufacturing by adding material 8400S-612
and a welding operation again.
6. Review scheduling results. The job should not meet its due date and is pushed further out.
Review Part Details
Part 8400S-612 (Angle Mount Bracket) is a purchased, stocked part that is welded to different products, based
on customer requirements. In this workshop task, review details for part 8400S-612. The part currently carries
zero stock levels.
1. In the Part field, enter 8400S-612 and press Tab.
2. In the Part > Detail sheet, verify the Constrained Material check box is cleared.
If this check box is selected the Scheduling engine determines when material will be available for an operation,
and uses that date as the starting pointing for the related operation. If the required date is later than the
defined lead time for the material, the Epicor applications considers the material as available.
3. Navigate to the Part > Plants > Detail sheet.
4. In the Lead Time field, verify 0 displays.
40 Epicor ERP | 9.05.702

This field defines the number of days that pass between the day the purchased parts are ordered from a
supplier and the day the parts arrive at the plant.
5. Minimize Part Maintenance.
Create Job for DCD-100-SP
Dalton Manufacturing, one of your customers, requested 10 units of part DCD-100-SP with an angle mount
welded to it. To satisfy the customer request, create a job for part DCD-100-SP and modify the method of
manufacture to accommodate the customer request.

2. Click the Next Job button and click OK.
3. Record the job number_____________.
4. In the Part field, enter DCD-100-SP and press Tab.
5. In the Req By field, enter the date two weeks from today.
6. Click Save.

8. In the Revisions grid, select revision A and click OK.
9. In the Tree view, right-click on the job number and select Tree > Expand Tree.
10. In the Tree view, right-click Opr: 50 OP: OVPLA and select Add Operation.
11. In the Operation field, select Arc Weld.
12. In the Production Per Machine pane, in the Prod Std field, enter 1 and select Pieces/Hour.
13. Click Save.
14. In the Tree view, right-click on the Materials node and select Add Material.
The Job Details > Materials > Detail sheet displays.
15. In the Part/Rev field, enter 8400S-612 and press Tab.

This is the part reviewed previously.
16. In the Qty/Parent field, enter 1.

This field specifies the quantity of the material part required to produce a base unit of the parent assembly
part.
Epicor ERP | 9.05.702 41

17. Click Save.
18. From the New menu, select New Demand Link > Make To Stock.
19. In the Quantity field, enter 10 and click Save.
22. Accept the default value of Backward scheduling and click OK.
The job for part DCD-100-SP has been entered, engineered, and scheduled. In this workshop task, review the
scheduling results.

The job schedule displays.
5. Review the Start Date and Due Date fields.

The job will meet its due date of two weeks from today.
6. Close the Job Scheduling Board.
8. Click Save.
9. Minimize Job Entry.
Set Material as Constrained
In this workshop task, modify the 8400S-612 part record. You define the purchasing lead time and set the part
as constrained.
1. Maximize Part Maintenance.
2. Navigate to the Part > Detail sheet.
42 Epicor ERP | 9.05.702

3. Select the Constrained Material check box.
4. Navigate to the Part > Plants > Detail sheet.
5. In the Lead Time field, enter 14.
6. Click Save.
Create Second Job for DCD-100-SP
In this workshop task, create another job for part DCD-100-SP for the same quantity and due date. You will
again add the same operation and material to the method of manufacture for part DCD-100-SP.
1. Maximize Job Entry.

3. Click the Next Job button and click OK.
4. Record the job number_____________.
5. In the Part field, enter DCD-100-SP and press Tab.
6. In the Req By field, enter the date one week from today.
7. Click Save.

9. In the Revisions grid, select revision A and click OK.
10. In the Tree view, right-click on the job number and select Tree > Expand Tree.
11. In the Tree view, right-click Opr: 50 OP: OVPLA and select Add Operation.
12. In the Operation field, select Arc Weld.
13. In the Production Per Machine pane, in the Prod Std field, enter 1 and select Pieces/Hour.
14. Click Save.
15. In the Tree view, right-click on the Materials node and select Add Material.
The Job Details > Materials > Detail sheet displays.
16. In the Part/Rev field, enter 8400S-612 and press Tab.
17. In the Qty/Parent field, enter or verify 1 displays.
Epicor ERP | 9.05.702 43

18. Click Save.
19. From the New menu, select New Demand Link > Make To Stock.
20. In the Quantity field, enter 10 and click Save.
23. Accept the default value of Backward scheduling and click OK.
A warning message displays informing you that the job will not meet its required due date.
The second job for part DCD-100-SP has been entered, engineered, and scheduled. In this workshop task, review
the scheduling results.

The job schedule displays.
5. Review the Start Date and Due Date fields.

Notice the job is scheduled further out. This is because the application considered availability for material
8400S-612 when scheduling the second job.
6. Close the Job Scheduling Board.
8. Click Save.
9. Exit Job Entry.
44 Epicor ERP | 9.05.702

Graphs
There are two dashboard style graph programs that provide valuable information related to scheduling.
Plant Schedule Load Graph

The Plant Schedule Load Graph displays information about job, department, company, plant, and resource group
schedules. This includes information such as the Actual Capacity of the plant, the current Plant Load graph, and
a What If Hours graph. This graph offers an additional method for tracking the current schedule load for the
manufacturing plant. This helps identify constraints occurring within the production flow and evaluates possible
adjustments to remove constraints.
Resource Schedule Load Graph

The Resource Schedule Load Graph displays information about resource group and resource schedules. This
includes information such as the Actual Capacity of the Resource Group or Resource, the current Resource Load
graph, and a Resource Group graph. This graph offers an additional method for tracking the current schedule
load for the manufacturing plant's resources. This helps identify constraints occurring within the production flow
and evaluates possible adjustments to remove constraints.
Workshop - View Resource Schedule Load Graph
In this workshop, review the current schedule resource group load for the XXX - Green Team (where XXX are
your initials) resource group.
Select the Graph

Navigate to the Schedule Process Set.
Menu Path: System Management > Utilities > Schedule Process Set
1. In the Process Set field, select zScheduleLoadGraph - EPIC06.

The EPIC06 is the Epicor Education company identifier.
2. Click Submit.
3. Exit the Schedule Process Set.
Epicor ERP | 9.05.702 45

Fill the Shop Load Capacity

Navigate to Fill Shop Capacity.
Menu Path: System Management > Utilities > Generate Shop Capacity Process

1. In the Number of Days field, enter 60.
2. Click OK.
3. Exit Fill Shop Capacity.
4. From the Main Menu, navigate to System Management > Utilities > System Monitor to verify the
Schedule Process Set and Fill Shop Capacity processes are complete.
5. In the System Monitor, navigate to the Active Tasks > List sheet.
Important Both processes display within the Active Tasks grid. Both processes can take a few
minutes to complete; periodically click the Refresh button. When the processes have finished, they
no longer display within this grid.
Refresh the Data

Navigate to the Shop Load Graph.
Menu Path: Production Management > Scheduling > General Operations > Resource Schedule Load Graph
1. Click Refresh.
2. In the Resource Group List grid, select XXX - Green Team (where XXX are your initials).
The Resource Load Graph sheet displays the graph.
3. Review the dates on which this resource is loaded.
4. Hover your mouse over Settings to display the Settings window.
5. In the Chart Type field, select a different chart option.

For example, LineChart3D.
6. Click Refresh.
7. Review the newly loaded chart.
8. Navigate to the Resource Data sheet.
9. In the Resource Data grid, drag-and-drop the WeekBucket down into the other columns.
If the forecast is bucketed in weeks, the schedule date is the first day of the week, and the schedule end
date is the end of that week.
10. Click Refresh.
46 Epicor ERP | 9.05.702

11. Review the resource load hours for the weeks ahead.
12. Exit the Shop Load Graph.
Epicor ERP | 9.05.702 47

Advanced Scheduling Reports
There are several standard reports that provide valuable information related to scheduling. Some information
presented in these reports is available in the displays viewed earlier, but presented in a more concise form.
Shop Load Report

Menu Path: Production Management > Scheduling > Reports > Shop Load
The Shop Load Report displays the scheduled load by Resource Group for six future user-defined time periods.
This report can be printed in a summary form, to view load vs. capacity by Resource Group, or in full detail to
view the composition of the load (the individual job operations that make up the load).
Priority Dispatch Report

Menu Path: Production Management > Scheduling > Reports > Priority Dispatch
The purpose of the Priority Dispatch Report is to communicate the relative priority of each job; that is, which
job(s) should be completed in any given time period in the order to be completed. This report lists all jobs by
Resource Group and sorts them by the scheduled start date of the operation to be performed. The report is
divided into three sections:
Current Work
These are jobs that have started at this Resource Group, the previous operation has been completed, or is the
Resource Group of the first operation.
Available Work
These jobs are at the Resource Group, are in process, and at least one unit has been marked as completed.
Expected Work
These jobs can be anywhere in the plant, but are expected to be at this Resource Group by the scheduled
start date.
It is not necessary to process the jobs in the exact order listed on the report, as long as each job is completed
by its scheduled date.
Schedule Impact Report

Menu Path: Production Management > Scheduling > Reports > Schedule Impact
The Schedule Impact Report displays the changes to jobs and revenue as a result of What-If schedule changes.
Before accepting changes made through drag-and-drop scheduling, load leveling, or running Global Finite
Scheduling, you should run this report to see how these changes will impact all open jobs.
This report displays the number of jobs early, late, or on-time, and the changes in these numbers from the current
job schedules. For more details, you may view the actual changes by job to see the current and proposed (What
If) start and completion dates by making the appropriate selections.
Job Status Report

Menu Path: Production Management > Job Management > Reports > Job Status
The Job Status Report displays only those jobs that meet the user-selected criteria:
The job's actual hours exceed the estimated hours.
The job is delinquent.
48 Epicor ERP | 9.05.702

Labor efficiency has fallen below a certain level.

You can further filter this report by part number, product group, customer, or plant. The purpose of this report
is to display those jobs that may become late, miss their scheduled ship dates, or consume more resources than
estimated. Even though this report contains valuable information related to job schedules, it is contained in the
Job Management folder.
Work Queue
The work queue is an electronic dispatch list. It provides the same information as the Priority Dispatch Report but
allows you to select a job from the list. This feature performs two functions:
Displays the dispatch information.
Selects a job for processing.
This feature is not part of the Epicor application used in this course but is available in Management Execution
System (MES).
Workshop - Review Scheduling Reports
In this workshop, review two scheduling reports, the Shop Load Report and Priority Dispatch Report.
Review Shop Load Report
In this workshop task, generate and review Shop Load Report.

Navigate to Shop Load.
Menu Path: Production Management > Job Management > Reports > Shop Load
1. In the Cut Off Date field, select the date three months from today.
2. Navigate to the Filter > Resource Group sheet.
3. Click the Resource Group button, and search for and select the XXX-GRN (XXX - Green Team) resource
group (where XXX are your initials).
4. On the Standard toolbar, click Print Preview to generate the report.

The Shop Load Report displays.
5. In the report, review the weekly resource group capacity.
6. Close the Shop Load Report.
7. Repeat steps 1 to 6 to generate and review the Shop Load Report for the FUR-XXX (where XXX are your
initials) resource group, with the cut off date of three weeks from today.
8. Exit Shop Load Report.
Review Priority Dispatch Report
In this workshop task, generate and review Priority Dispatch Report.

Navigate to Priority Dispatch.
Menu Path: Production Management > Job Management > Reports > Priority Dispatch
Epicor ERP | 9.05.702 49

1. Navigate to the Filter > Resource Group sheet.
2. Click the Resource Group button, and search for and select the FUR-XXX (Furnace Machines XXX) resource
group (where XXX are your initials).
3. On the Standard toolbar, click Print Preview to generate the report.

The Priority Dispatch Report displays.
4. In the report, review the Setup and Production hours for both previously entered jobs.
Notice both jobs for the same part are scheduled and will be completed on the same date using two different
resources.
5. Close the Priority Dispatch Report.
6. Exit Priority Dispatch Report.
50 Epicor ERP | 9.05.702

Advanced Planning and Scheduling (APS) Conclusion
Conclusion
Congratulations! You have completed the Advanced Scheduling course.
Epicor ERP | 9.05.702 51

Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.

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Epicor ERP

Advanced Planning and

Epicor ERP | 9.05.702 3

Create Job for DCD-100-SP.............................................................................................................41

4 Epicor ERP | 9.05.702

Advanced Planning and Scheduling (APS) Course

Epicor ERP | 9.05.702 5

Before You Begin

Specific audiences will benefit from this course.

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4. From the Main menu, select the Main Plant.

Epicor ERP | 9.05.702 7

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Epicor ERP | 9.05.702 9

Resource Group Maintenance

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Workshop - Create Resource Groups

1. From the New menu, select New Resource Group.

2. Enter the following information (where XXX are your initials):

3. In the Daily Production Capacity field, enter 112.

6. Remain in Resource Group Maintenance for the next workshop task.

Epicor ERP | 9.05.702 11

Create Furnace Resources

1. Navigate to the Resources > Detail sheet.

2. From the New menu, select New Resource.

3. Enter the following information (where XXX are your initials):

4. Select the Finite Capacity check box.

6. From the New menu, select New Resource.

7. Enter the following information (where XXX are your initials):

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8. Select the Finite Capacity check box.

10. From the New menu, select New Resource.

12. Select the Finite Capacity check box.

13. Click Save.

Create a Green Team Resource Group

In this workshop task, create a Green Team resource group.

1. From the New menu, select New Resource Group.

2. Enter the following information (where XXX are your initials):

Epicor ERP | 9.05.702 13

5. Remain in Resource Group Maintenance for the next workshop task.

Create a Green Team Member Resource

In this workshop task, create a Green Team Member resource.

1. Navigate to the Resources > Detail sheet.

2. From the New menu, select New Resource.

3. Enter the following information (where XXX are your initials):

4. Select the Finite Capacity check box.

6. Exit Resource Group Maintenance.

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Workshop - Create an Operation

1. From the New menu, select New Operation.

Epicor ERP | 9.05.702 15

4. In the Text field, select Standard Oper. Text.

6. Navigate to the Scheduling Requirements > Resource Groups sheet.

7. From the New menu, select New Resource Group Requirement.

9. In the Starting At field, enter FUR and click Search.

11. Click Save.

12. Exit Operation Maintenance.

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Epicor ERP | 9.05.702 17

Workshop - Create Capabilities

1. From the New menu, select New Capability.

2. Enter the following information (where XXX are your initials):

4. Navigate to the Resources sheet.