US AWProduction UM Capacity Planning

Capacity Planning K
English
A+W Production
Introduction
Introduction
This part of the documentation contains editorial notes.
Revision Overview
Section Edition
Version / Date
1.00 / 2007 Original version
1.10 / 2007 Change of chapter Work Plan
1.20 / 11-2007 Change of name (AWCapacity/Capacity Planning)
2.00 / 04-2008 Revision
3.00 / 08-2013 Initial creation of Tutorial and complete revision of

Software Reference.
3.01 / 01-2017 Product and company names adjusted.
Editorial
The editorial provides information on the following topics:
• Notes on this Document
• Copyrights
• Trademarks
• Contact
Notes on this Document

This document is intended for end users of A+W Production.
The documentation and software described are licenses that must be used or
copied only in accordance with the conditions of our license agreement. The
contents of the documentation are only informative and are subject to changes
without prior notice. The text and illustrations were compiled with the utmost
care. Still, errors cannot be totally excluded. A+W Software GmbH cannot be
held liable for errors or inaccuracies, unless they can be attributed to wilful or
grossly negligent action.
This document describes the full scope of the master data.
Copyrights
© 2017,A+W Software GmbH, all rights reserved, including the right of reprint,
the production of copies and of the translation.
3.01 / 01-2017
The documentation must be copied, completely or in part, saved in an archiv-

ing system, or transferred in any other form only in accordance with our license
agreement. Transmission of the documentation is not allowed, neither elec-
A+W Production Capacity Planning K-3

Introduction
tronically, nor mechanically, nor by recording or in any other way, without A+W
Software GmbH's prior written approval.
Trademarks
All hardware and software names mentioned in this documentation can also
be registered trademarks. Third party copyrights have to be obeyed.
Contact
A+W Software GmbH
Am Pfahlgraben 4-10
D-35415 Pohlheim
+49 6404 2051 0
+49 6404 2051 877
aw.zentrale@a-w.com
http://www.a-w.com
3.01 / 01-2017
K-4 A+W Production Capacity Planning

Contents
Contents
Introduction ............................................................................................................. K-3
Revision Overview ............................................................................................... K-3
Editorial ............................................................................................................... K-3
Tutorial K-9
Overview ............................................................................................................... K-11
Documentation .................................................................................................. K-12
Tutorial Structure ........................................................................................... K-12
Display conventions ....................................................................................... K-13
Capacity Planning ................................................................................................. K-14
Shifts ................................................................................................................. K-15
Shifts in Capacity Planning ............................................................................ K-16
Definition of Non-Working Days ..................................................................... K-17
Draw up a Shift Plan ...................................................................................... K-20
Defining a Shift Rule ...................................................................................... K-23
Creating a Shift Group ................................................................................... K-27
Exercises Focusing on Shifts ......................................................................... K-32
Transition Times ................................................................................................ K-33
Transition Times in Capacity Planning ........................................................... K-34
Definition and Management of Transition Times ........................................... K-36
Exercises on Transition Times ....................................................................... K-39
Default Times .................................................................................................... K-40
Default Times in Capacity Planning ............................................................... K-41
Structure of the Formula for Default Times .................................................... K-42
Base Pulse ..................................................................................................... K-43
Vectors ........................................................................................................... K-44
Fixed Elements .............................................................................................. K-46
Factors ........................................................................................................... K-46
Definition and Management of Formulas for Default Times ........................... K-47
Run a Time Formula Test .............................................................................. K-55
Time Formula Snapshots ............................................................................... K-57
Exercises on Default Times ........................................................................... K-61
Campaign Planning ........................................................................................... K-62
Campaigns in Capacity Planning ................................................................... K-63
Definition and Management of Campaigns .................................................... K-64
Exercises on Campaigns ............................................................................... K-72
Reservations ..................................................................................................... K-73
Reservations in Capacity Planning ................................................................ K-74
Definition and Management of Reservations ................................................. K-75
Exercises on Reservations ............................................................................ K-81
Cost Calculation ................................................................................................ K-82
Cost Calculation in Capacity Planning ........................................................... K-83
Definition and Management of Costs ............................................................. K-85
Exercises on Cost Calculation ....................................................................... K-89
Machinery Groups ............................................................................................. K-90
Machinery Groups in Capacity Planning ........................................................ K-91
Definition and Management of Machinery Groups ......................................... K-92
Exercises on Machinery Groups .................................................................... K-97
Load Distribution ............................................................................................... K-98
Load Distribution in Connection with Capacity Planning ................................ K-99
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Definition and Editing of Load Distribution ................................................... K-100

Exercises on Load Distribution .................................................................... K-106

Contents
Scheduling and Rescheduling ......................................................................... K-107

Scheduling of Orders ................................................................................... K-108
Three-Phase Scheduling ............................................................................. K-109
Post-Processing of Scheduled Orders ......................................................... K-113
Rescheduling of Processings ....................................................................... K-116
Creation of Processings .................................................................................. K-119
Creation of Processings at Scheduling ........................................................ K-120
Creation of Processings ............................................................................... K-121
Software Reference K-125

Capacity Planning ............................................................................................... K-127
Creation of Processings .................................................................................. K-128
Add an Existing Condition ............................................................................... K-130
Campaigns and Reservations ............................................................................. K-131
Campaigns ...................................................................................................... K-131
Campaigns – Individual Dates ..................................................................... K-132
Campaigns – Weekly Dates ......................................................................... K-134
Expired Reservations ...................................................................................... K-135
Reservations ................................................................................................... K-136
Reservation for (Machine) ............................................................................... K-138
Select a Customer ........................................................................................... K-139
Select an Object .............................................................................................. K-140
Time Master Data ............................................................................................... K-141
Default Times .................................................................................................. K-142
Formula for Default Time ................................................................................. K-143
Add Elements .................................................................................................. K-146
Factor/Vector (Name) ...................................................................................... K-147
Input Help for Vectors ...................................................................................... K-148
GenericSelectForm ......................................................................................... K-150
Time Formula Snapshots ................................................................................ K-151
Time Formula Test .......................................................................................... K-152
Time Formula Test – Formula Object Properties ............................................ K-154
Formula (Name) .............................................................................................. K-155
Process of Formula Evaluation ....................................................................... K-156
User-Defined Table Elements for (Name) ....................................................... K-157
Cost Calculation .............................................................................................. K-159
Transition Times .............................................................................................. K-161
Shift Times .......................................................................................................... K-163
Shifts ............................................................................................................... K-164
Shift Calendar .................................................................................................. K-165
Shift Plan ......................................................................................................... K-166
Shift Rule ......................................................................................................... K-168
Shift Group ...................................................................................................... K-170
(Logical Machine) ............................................................................................ K-171
Machine Organisation and Scheduling ............................................................... K-173
Machinery Groups ........................................................................................... K-174
Load Distribution ............................................................................................. K-175
Scheduling ....................................................................................................... K-176
BOM Configuration .......................................................................................... K-177
Rescheduling ................................................................................................... K-178
Machine Reallocation ...................................................................................... K-181
Post-Processing Booking ................................................................................ K-182
Defective Orders ............................................................................................. K-184
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Changes to Scheduled Orders ........................................................................ K-185

Split Items ........................................................................................................ K-186
Production Monitor .......................................................................................... K-188
Displayed Machines ........................................................................................ K-192

Contents
Settings ........................................................................................................... K-193

Please Select an Order/Batch ......................................................................... K-196
Orders .......................................................................................................... K-196
Batches ........................................................................................................ K-197
Individual Filters ........................................................................................... K-198
Create new Filter ............................................................................................. K-199
Machine (Name) .............................................................................................. K-200
Adjust Shifts for (Machine) .............................................................................. K-201
Shift Properties ................................................................................................ K-202
Section Index K-205

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Contents
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Capacity Planning K
Tutorial
A+W Production
Tutorial Overview
Overview
The tutorial on the Capacity Planning module deals with the planning of your
production process and the optimum use of your machinery capacity. The
main goals of capacity planning are the adherence to delivery dates, using the
machinery to the best effect, and being able to react flexibly to unforeseeable
events. Optimal capacity planning is always a balancing act between the high-
est possible efficiency and highest possible flexibility.
After reading this tutorial you will know and be able to apply the A+W Produc-
tion capacity planning concept. You will know the capacity planning modules
as well as the interfaces with other A+W Production modules. This tutorial also
provides examples which will help you set up the optimum capacity planning
for your production.
The functions depend on the released modules

Please note that the individual functions are available only if the corre-
sponding modules and interfaces have been installed and released.
If you detect functions in this description which are not available in your ver-
sion, please contact A+W Software GmbH.
Prerequisite knowledge
This tutorial is meant for persons in charge of production scheduling in A+W
Production who are responsible for organizing the optimum production pro-
cess. Participants must be familiar with the master data and scheduling con-
cept in A+W Production.
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Overview Tutorial
Documentation
The following documents are available on the subject of Capacity Planning:
Format Range
Hand-out Printing the tutorial documents for training purposes
PDF Complete documentation

• Tutorial
• Software Reference
• Index
Online help <F1> Dialog help functions
Tutorial Structure
This tutorial consists of sets of topics with several sessions each. Each ses-
sion consists of the following elements:
Overview Each training session starts with an overview of the

major topics:
• Objectives: What shall be conveyed?
• Benefit: What can this knowledge be used for?
• Maxims: Which correlations are to be remembered?
Concepts First, the concepts and terms of the corresponding

training session will be explained. This is followed by
examples and operating instructions.
Exercises There are exercises featuring special tasks for some of

the training sessions.
Cross-references At the end of each training session there is a section

with cross references pointing out additional information
in the software reference and in other sections.
This shall help you to extend your new-found
knowledge.
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Tutorial Overview
Display conventions
Certain parts of the sentences are specially marked. The meanings are:
Italics mark character strings describing the software

elements, e.g. the dialog Campaign Planning.
Bold marks character strings to be entered via keyboard, e.g.:

Enter 0.
> The so-called 'breadcrumb trail' shows how to open a

dialog, e.g. Master Data > Capacity Planning >
Campaign Planning > Add Campaign.
[] Square brackets mark the buttons in the dialog, e. g.

[OK] to save the data
<> Pointed brackets refer to keys or shortcuts on the

keyboard, e. g. <F1> is used to open the online help
Reading instructions
The contents of a training session are based on the knowledge conveyed in
the previous session. We therefore recommend not to skip any sessions.
If you are already familiar with a subject you should at least read the summary
at the start of the session in order to bring the main details to mind.
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Capacity Planning Tutorial
Capacity Planning
This chapter tells you which parts of A+W Production belong to capacity plan-
ning and how they are used.
Capacity Planning includes the following chapters:
• “Shifts” on page K-15
• “Transition Times” on page K-33
• “Default Times” on page K-40
• “Campaign Planning” on page K-62
• “Reservations” on page K-73
• “Cost Calculation” on page K-82
• “Machinery Groups” on page K-90
• “Load Distribution” on page K-98
• “Scheduling and Rescheduling” on page K-107
• “Creation of Processings” on page K-119
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Tutorial Capacity Planning
Shifts
Objectives
• What is a shift?
• How are shifts defined, edited, and deleted?
• What is a calendar?
• What is a shift plan?
• What is a shift rule?
• What is a shift group?
Benefit
• Shifts define the time frame for the work.
Note
Shift A shift is defined by means of a shift plan, a shift rule,

and a shift group.
Calendar The calendar is used for defining the non-working days.
Shift plan The shift plan defines the shift pattern, i.e. the days on
which work is done, and the shifts.
Shift rule A shift rule defines the details of a shift, e.g. the shift
duration.
Shift group A shift group includes all machines used in the same
shift.
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Shifts in Capacity Planning
Fig. K-1 Shifts
Shifts define the time frame in which the machines on your shop floor are being
used.
Shifts in A+W Production are defined by means of a shift plan, a shift rule, and
a shift group. The shift plan defines the general conditions. You can e.g. create
a shift plan called Two-shift which specifies two-shift operation. The Two-shift
plan specifies whether this shift plan is active, when it comes into effect and
for how long, and whether you will be using an individual shift calendar or if the
shift calendar shall be imported from the ERP system.
Below the shift plan lies a shift rule. The shift rule defines the days and times
on which work will be done, e.g. two-shift operation from Monday to Friday,
from 6 AM to 2 PM in the early shift and from 2 PM to 10 PM in the late shift.
A shift group is added to the shift rule. The shift group defines which machines
are going to be active i.e. working during the individual shifts. You can e.g. de-
fine that one of your cutting tables shall only be used during the early shift or
that the CNC centre will also be operated on Saturdays. Just one shift group
can be assigned per shift rule.
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The top level, i.e. the calendar, defines the non-working days, e.g. public hol-
idays which apply to all shift plans.

The Production Monitor dialog is a graphic representation of the shifts.

 Software Reference, “Production Monitor” on page K-188
Definition of Non-Working Days

This session will show you how to define, edit, or delete non-working days.
There are the following instructions on this subject:
• “How to define non-working days” on page K-17
• “How to edit non-working days” on page K-18
• “How to delete non-working days” on page K-19
 How to define non-working days

1 Go to Master Data > Capacity Planning > Shifts.
2 In field Shift Editor, choose the option Calendar.
Fig. K-2 Calendar
The Calendar box on the right side lists the non-working days.
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3 Click on [New].
A new line is added in the Calendar box.

4 Edit the non-working day by selecting the fields and changing the Day and
the Comment.
5 Click on [Accept] to save the data.
 How to edit non-working days

Fig. K-3 Edit calendar
3 Select the field to be edited from the Calendar box.

4 Change these entries.
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 How to delete non-working days

2 Select a line from the Calendar box by marking the first column of the cor-
responding line.
Fig. K-4 Calendar, delete non-working days
3 Click on the [Delete] button.

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Draw up a Shift Plan

This session will show you how to define, edit, or delete shift plans.
• “How to draw up a shift plan” on page K-20
• “How to edit a shift plan” on page K-21
• “How to delete a shift plan” on page K-22
Requirements
A shift plan can be saved after a shift rule and a shift group including ma-
chines have been allocated.
 How to draw up a shift plan

Fig. K-5 New Shift Plan
3 Click on the list box of the [New] button and select New Shift Plan.
A new shift plan called New is created in the Shift Editor section.
Alternatively, a right click on the Calendar will open the context menu from
which you can select the entry New Shift Plan.
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Fig. K-6 New Shift Plan called New
4 Enter a name for the new shift plan in the Name field in section Shift Plan,
e.g. Common two-shift.
6 Click on the [Create] button to create the data for this shift plan.
 How to edit a shift plan

2 Select the shift plan to be edited in section Shift Editor.
Fig. K-7 Edit shift plan
3 Edit the entries for the shift plan in section Shift Plan.
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5 Click on [Create] to create the amended data for the shift plan.

The [Create] button is activated when a shift rule and a shift group have
been allocated.
Editing a shift plan is a typical means of extending existing shift plans.
 How to delete a shift plan
Delete shift plan

If you delete a shift plan, the corresponding shift rule and shift group will be
deleted as well!

2 Select the shift plan you want to delete.
Fig. K-8 Delete shift plan
3 Click on [Delete].
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Defining a Shift Rule

This session will show you how to define, edit, or delete shift rules.
• “How to define a shift rule” on page K-23
• “How to edit a shift rule” on page K-24
• “How to delete a shift rule” on page K-25
Adopt data
When you create or change a shift plan you have to click on the [Create]
button in menu Shift Plan to adopt the changes.
When you define or change a shift rule or a shift group you have to click on
the [Create] button in menu Shift rule to adopt the changes.
If you do not formally adopt the changes, A+W Production will plan your
production with the old data.
 How to define a shift rule

2 Select the shift plan to which the shift rule shall be assigned.
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Fig. K-9 New Shift Rule
3 Click on the list box of the [New] button and select New Shift Rule.

Fig. K-10 Fields for the shift rule
4 Enter a name for the shift rule, e.g. Early shift.

5 Enter the start and end of the shift, e.g. Start of shift at 6 AM and End of
shift at 2 PM for the Early shift.
6 Select the weekdays on which this shift shall be run, e.g. Mon-Fri for a five-
day working week.
7 Go to section Generate shifts and define whether you want to use your own
calendar or if the calendar shall be imported from the ERP system, e.g.
A+W Business.
9 Click on the [Create] button to create the data for this shift rule.
 How to edit a shift rule

2 Select the shift rule you want to edit.
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Fig. K-11 Shift rule
3 Change the entries in the shift rule section.

5 Click on [Create] to create the amended data for the shift rule.
Editing a shift rule is a typical means of extending shift plans. Change the
period in section Generate shifts, save your entry, then create new shifts.
 How to delete a shift rule

2 Select the shift rule you want to delete.
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Fig. K-12 Shift rule
5 Go to menu Shift Plan and click on the [Create] button so that the amended
shift rule data are saved and thus come into effect.
For further information, please see:
 “How to edit a shift plan” on page K-21
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Creating a Shift Group

This session will show you how to define, edit, or delete shift groups.
• “How to create a shift group” on page K-27
• “How to edit a shift group” on page K-28
• “How to delete a shift group” on page K-31
Adopt data
When you create or change a shift plan you have to click on the [Create]
button in menu Shift Plan to adopt the changes.
When you define or change a shift rule or a shift group you have to click on
the [Create] button in menu Shift rule to adopt the changes.
If you do not formally adopt the changes, A+W Production will plan your
production with the old data.
 How to create a shift group

2 Go to section Shift Editor and select the shift rule to which the shift group
shall be allocated.
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Fig. K-13 New Shift Group

3 Click on the list box of the [New] button and select New Shift Group.
4 Select an existing shift group in field Name of shift group or enter an appro-
priate name for a new shift group.
Section Edit Shift Group lists the available machines.
5 For all machines you want to add to the new shift group, select the name
of this shift group in column Shift Group.
Fig. K-14 New Shift Group
Assign every machine to a shift group.

7 Go to menu Shift rule and click on the [Create] button to create the data for
this shift group.
 “How to edit a shift rule” on page K-24
 How to edit a shift group

2 Select the shift group to be edited from section Shift Editor.
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Fig. K-15 Edit Shift Group
3 In section Edit Shift Group you can assign machines to other shift groups
or change the name of an existing shift group.
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Fig. K-16 Add machines

5 Go to menu Shift rule and click on the [Create] button to create the amend-
ed data for this shift group.
This needs to be done for all shifts.
Changing the allocation of a machine to a machine group is a typical means
of moving a machine to another shift pattern.
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 How to delete a shift group

2 Select the shift group to be deleted from section Shift Editor.
Fig. K-17 Delete shift group
5 Go to menu Shift rule and click on the [Create] button to create the amend-
ed data for this shift group.
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Exercises Focusing on Shifts

The following exercises shall help to strengthen your newly acquired knowl-
edge.
• Plan your production on a sheet of paper. Which shifts shall be worked on
which days, and which machines shall be used for the individual shifts?
• Transfer your results to A+W Production by defining the shifts.
• Check the results by means of the Production Monitor.
• Change the shift plan for a machine, e.g. from two-shift to three-shift oper-
ation.
• Extend an existing shift plan.
Additional information
 Software Reference, “Shifts” on page K-164
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Transition Times
Objectives
• What are transition times?

• How are transition times defined, edited, and deleted?
Benefit
• Transition times can be used to plan and control the chronological progress of the
sheets on the shop floor. These are the dwelling times, e.g. for cooling, and
necessary transport times from one station to the next.
Note
A transition time is the time between two work processes

or two workstations.
Transition times can be defined and managed only if

logical machines have been defined first.
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Transition Times in Capacity Planning
Fig. K-18 Transition Times
Transition times define the time between two work processes or workstations.
These times can vary depending on the machine from which a workpiece
comes and where it goes. You can e.g. define a transition time of four hours
between the grinding process and the screen printing process because the
grinding process generates heat which makes it necessary to cool down the
sheet before screen printing.
Other machines generally require a transition time no matter what the next ma-
chine is. This is the case for furnaces for instance. In this case, a transition
time between the furnace and all other machines is defined, e.g. 16 hours.
Transition times can be defined in the units hours or shifts. If transition times
are defined in hours, this should be done in blocks of four or eight hours. This
matches the shifts on your shop floor and is clearly structured. If transition
times are defined in shifts, this should be done in whole shifts.
Normal grid and rush grid

Capacity planning distinguishes the normal grid and the rush grid. In the nor-
mal grid, the sheets go through production in the regular, scheduled time. With
the rush grid, the production of individual sheets can be sped up, e.g. if the
customer needs them urgently.
This is why transition times for the individual logical machines are defined in
the normal grid as well as in the rush gird. These times define the normal prog-
ress of a sheet on the shop floor, as well as the fast progress where the sheet
goes through production in the shortest possible time. In the rush grid, dwell
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times after the furnace are also reduced to a minimum.

Transition times in a matrix

Determining the transition times for your production by means of a matrix is
quite useful. The matrix helps to visualize the transition times between the log-
ical machines.
Transition times should be distinguished by times upon departure, i.e. after a
work process ends, and times before arrival, i.e. before a work process begins.
Departure can also mean however that a sheet waits to be repacked after a
processing step. Likewise, a transition time at arrival can refer e.g. to prelimi-
nary work. This helps to break down the transition times on the shop floor and
makes the definition of transition times in dialog Transition Times easy.
Laminated grinding
IG - Georgian bar
to
Laminated
Heat soak
Arrissing
Bender
IG line
from
Receipt of 4 4 4 4 4 4
Cutting 4
Arrissing 0 0 0 0
Bender 4
Heat soak 8 8
Laminated 8 8
Lamin. grinding 0 4
IG - Georgian bar 4
IG line 0
Note
Figure: Transition time in hours Green: Transition time after the work
process (departure)
Red: Transition time before the work
process (arrival)
Fig. K-19 Transition Times in a matrix
When you have visualized the transition time on your shop floor you can enter
them in dialog Transition Times.
The matrix makes it clear that e.g. the glass always has to be left to cool for
eight hours after the furnace. This is why the transition time between the fur-
nace and all other workstations is always 16 hours in the normal grid and eight
hours in the rush grid. This shows that you have to specify just a few transition
times between the workstations and can otherwise use the function From all
machines to machine X or From machine X to all other machines.
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We recommend to draw up the matrix and entering it in the dialog together with
the A+W Software GmbH service team.

Definition and Management of Transition Times

This session will show you how to define, edit, or delete transition times.
• “How to enter a transition time” on page K-36
• “How to edit a transition time” on page K-37
• “How to delete a transition time” on page K-37
Requirements
Before entering transition times you have to define the corresponding log-
ical machines in machine allocation.
 How to enter a transition time

1 Go to Master Data > Capacity Planning > Transition Times.
2 Click on button [New].
Fig. K-20 Transition Times, new line
A new line -1 / -1 is added at the top of the list of Machines.

3 Select the logical machines between which you want to enter the transition
time.
Also use the options All machines to machine X and Machine X to all ma-
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chines.
Enter the times for a machine either in hours or shifts; do not combine these
units.

In the columns 'maximum duration' or 'maximum shifts' enter a value which

allows the system to stretch the transition time to a maximum. Use either
hours or shifts.
4 Click on [OK] to save the data.
With that, you have entered a new transition time.
 How to edit a transition time

2 Edit any number of fields on the list of Machines.
Activate the fields by a double click.
3 Click on the [OK] button to save the changes.
With that, you have changed the transition time.
 How to delete a transition time

2 In the first column, select the transition time to be deleted.
The whole line for this transition time is highlighted.
A
A Selected transition time
Fig. K-21 Transition Times, whole line highlighted

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The transition time is deleted from the list.

In case you have deleted a transition time from the list by mistake: Click on
the [Quit] button.
Dialog Transition Times is closed and dialog Save changes appears.
Click on button [No].
The transition time appears once more on the list next time you open the
Transition time dialog.
4 Click on the [OK] button to close the dialog and adopt the changes, i.e. the
deletion of transition times.
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Exercises on Transition Times

edge.
• Enter a new machine in machine allocation together with your trainer.
• Define the transition times for this machine in the rush and normal grid.
• Define transition times for the logical machines in A+W Production.
• Change transition times.
• Delete transition times
• Define transition times between two machines in both the rush and the nor-
mal grid.
• Check the results in the Production Monitor by means of a test order.
 Software Reference, “Transition Times” on page K-161
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Default Times
Objectives
• What are default times?

• How are default times defined, edited, and deleted?
• Which elements do the default times consist of?
• How are elements included in default times?
• How does the formula test work?
• What is a time formula snapshot?
Benefit
• You can use default times to define the duration of a work step on a certain
machine.
Note
Default times in A+W Production define how long a

certain work step takes on a certain machine.
Default time = processing Default times are called 'processing durations' in A+W
duration Production machine allocation.
Dialog Default Times lists the logical machines for which

default times can be defined.
Dialog Formula for Default Time serves to define simple

formulas for the default time. Complex default times are
entered as formulas in machine allocation.
Complexity of formula for default times

A+W Production allows defining formulas for default times in any complex-
ity required. This permits to handle all sorts of special cases.
Basically, it is essential to keep formulas for default times as simple as pos-
sible. Should your production call for complex formulas for default times,
please contact the A+W Software GmbH customer service.
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Default Times in Capacity Planning
Fig. K-22 Default Duration
The default time defines how long it takes a certain logical machine to perform
a specific work step. This is also called processing duration. Dialog Default
Times lists the logical machines.
Default Times
In A+W Production default times are defined by time formulas which are
managed in dialog Formula for Default Time.
Default times are called 'processing durations' in A+W Production machine
allocation. Since the default times are assigned to logical machines you
can also enter formulas for default times in machinery allocation. This is
done by means of the machine allocation editor, tab Logical machine in
field Processing Duration.
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Structure of the Formula for Default Times
Fig. K-23 Formula for Default Time
A formula for default time can consist of a base pulse and different elements.
The formula for default time can be composed of the following elements:
• Base pulse
• Fixed elements
• Factors
• Vectors
The checkboxes in dialog Formula for Default Time define how the elements
are going to be included in the formula for default time. The elements have the
following effects on the three possible settings:
Setting Formula Meaning
 Default time = B + V The factor value in seconds in added to the base

pulse.
 Default time = B + (B * V) The value assigned to the factor is multiplied by the

base pulse; the result (in seconds) is added to the
base pulse.
 Default time = B + (ST * V) The value assigned to the factor is multiplied by

subtotal of the formula for default times; the result
(in seconds) is added to the base pulse.
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Tab. K-1 Possible settings and the effects of the elements on the formula for default times

The formula uses the following elements:

• B = Base Pulse
• V = value assigned to the factor
• ST = sub-total of the formula for default time
Base Pulse
In the simplest case, a formula for default time only consists of a base pulse.
You can e.g. define a base pulse of 30 seconds for a logical machine. This
means that any process on this logical machine will take 30 seconds.
In practice, the duration of such a process depends on various factors howev-
er, e.g. on the sheet thickness and on the length of the edge to be processed.
The thicker the sheet and the longer the edge to be processed, the more time
will a process take. To take these factors into account you can add elements
to the formula for default time.
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Vectors
Vectors can be used to take sheet properties into account such as the glass
thickness. Vectors permit an exact planning of default times based on the
properties of the workpiece. Vectors can be used in A+W Production capacity
planning to take into account the glass thickness, the sheet weight, the edge
length to be processed, the number of sheets, the surface to be processed,
the edge structure, and the aspect ratio of a sheet. Vectors are:
• Vector ’Edge Matrix -> Factor’
• Vector ’Thickness -> Factor’
• Vector ’Weight -> Factor’
• Vector ’Length -> Factor’
• Vector ’Qty. -> Factor’
• Vector ’Surface -> Factor’
• ’Width, Height -> Factor’
Fig. K-24 Factor ’Thickness -> Factor’, time allowances depending on the sheet
thickness
Different sheet thicknesses are e.g. allowed for by the vector ’Thickness 
Factor’. This vector can be used to define time allowances based on the sheet
thickness as shown in the figure above).
If you configure the vector ’Thickness  Factor’ by means of the table as
shown in the figure, a factor of 0.1 will be entered for sheets of a thickness from
4.00 mm to 5.99 mm. For sheets of a thickness from 6.00 mm to 7.99 mm, a
factor of 0.2 is entered, etc.
The checkboxes in dialog Formula for Default Time define how vectors shall
be included in the formula for default time.
 “Structure of the Formula for Default Times” on page K-42
Input Help for Vectors

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Vectors are entered in dialog Factor/vector (name). The vector data are en-
tered in a table.
Factors are allocated e.g. to certain thicknesses, lengths, or weights.

All the data required are entered in dialog Input Help for Vectors so that A+W
Production can draw up a table based on these entries.
Fig. K-25 Input Help for Vectors
The figure above shows an example of a filled-in dialog Input Help for Vectors.
Sheets of a thickness of 4.00-20.00 mm are entered. The Step size is 2.00 mm
which means that the processing duration will change every 2.00 mm. The
Start Value was set to 0.1 which means that sheets of a thickness of 4.00-
5.99 mm will get the factor 0.1. The step size is 0.1. This means that the factor
will be raised by 0.1 at the next sheet thickness. Based on these values, the
factor Vector ’Thickness -> Factor’ creates the following table:
Fig. K-26 Vector ’Thickness -> Factor’

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Fixed Elements
A Fixed element can be used to add an element with a fixed value to the for-
mula for default time. The checkboxes in dialog Formula for Default Time de-
fine how the value shall be included in the formula.
Fixed elements are:
• Fixed element ’thickness’
• Fixed element ’quantity’
• Fixed element ’surface’
Some of the factors are Fixed elements which have no value assigned; only
the checkboxes define the effects of the elements on the formula for default
time.
Fixed elements use the actual glass values. For the Fixed element ’Thickness’
for instance, the value 4 will be used for a sheet of 4.00 mm thickness. For the
Fixed element ’qty’ the number of sheets will be used and for the Fixed ele-
ment ’surface’ , the sheet surface.
The checkboxes in dialog Formula for Default Time define how Fixed elements
shall be included in the formula for default time.
Factors
Factors can be assigned a value and the checkboxes define how the corre-
sponding value shall be included in the formula for default time. Factors are:
• Factor ’Small lite
• Factor ’Large lite‘
• Factor ’TGH’
• Factor ’LAM’
• Factor ’at least triple IG'
• Constant element
• Factor ’Gas’
• Factor 'Muntins’
• Shape factor
• Factor ’SPC SE’
• Coating Factor
• ’Free’ element 1 … 10
The checkboxes in dialog Formula for Default Time define how factors shall be
included in the formula for default time.
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Definition and Management of Formulas for Default

Times
This session will tell you how to define, edit, or delete formula for default times.
• “How to define and edit a formula for default time” on page K-48
• “How to use the input help for vectors” on page K-51
• “How to delete a formula for default time” on page K-53
• “How to display a formula for default time” on page K-54
Complexity of formula for default times

A+W Production allows defining formula for default times of any complexity
required. This permits to handle all sorts of special cases.
Keep the formula for default times as simple as possible. Should your pro-
duction necessitate the use of a complex formula for default time please
contact the A+W Software GmbH customer service.
The preliminary status of formula for default times can be saved by snap-
shots:
 “Time Formula Snapshots” on page K-57
Requirements
Before entering default times you have to define the corresponding logical
machines in machine allocation.
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 How to define and edit a formula for default time

1 Go to Master Data > Capacity Planning > Default Times.
Dialog Default Times appears.
Fig. K-27 Default Times
2 Select the logical machine for which you want to define a formula for default
time.
3 Click on the [Edit] button.
Dialog Formula for Default Time appears.
A warning will be issued if a formula for the processing duration has already
been entered for this logical machine in machine allocation. If you proceed,
the formula entered in machine allocation will be overwritten.
Fig. K-28 Warning, formula had already been entered

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4 Enter the base pulse in seconds.

5 Click on the button [New] to add a Factor, a Vector, or a Fixed element to
the Formula for Default Time.
Dialog Add Elements appears.
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Fig. K-30 Add Elements

6 Choose a Factor, Vector, or a Fixed element from the list.

The selected element now appears on the list in dialog Formula for Default
Time.
7 Repeat the steps 5 and 6 to add further elements to the Formula for Default
Time.
8 Use the checkboxes to define how the elements shall be included in the
Formula for Default Time.
9 Click on the [OK] button to close the Formula for Default Time dialog and
adopt the data.
You have now compiled a Formula for Default Time plus the necessary fac-
tors.
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 How to use the input help for vectors

1 Go to Master Data > Capacity Planning > Default Times > Formula for De-
fault Time.
Fig. K-32 Formula for Default Time, factors edited through the input help for vectors
2 Click on the […] button of the factor you want to edit.

Dialog Factor/vector (name), appears, e.g. Vector ’Thickness -> Factor’.
Fig. K-33 Factor/vector (name), e.g. Vector ’Thickness -> Factor’

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3 Click on button [Input Help].

Dialog Input Help for Vectors appears.

A Values for the step B Vales for the factor

First enter the values for the step (A) then the values for the factor (B).
Based on these entries, the table will be drawn up automatically.
4 Enter the start value, e.g. 4.00.
This value defines the sheet thickness from which on the factor shall apply.
5 Enter the end value, e.g. 20.00.
This value defines the sheet thickness up to which the factor shall apply.
6 Enter the step size, e.g. 2.00.
This value defines the distance of the steps in between the start value and
the end value.
7 Enter the start value and the step size for the factor, e.g. 0.1.
This done, you have made all the required entries.
8 Click on [OK] to save the data and close the dialog Input Help for Vectors.
Dialog ’Vector-> Thickness’ appears.
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Fig. K-35 Factor/vector (name) and the defined values

The table shows the steps plus the corresponding factors. Check whether
the data are correct.
9 Click on the [OK] button to save the data and close the dialog Vector ’Thick-
ness -> Factor’.
10 Use the checkboxes in dialog Formula for Default Time to define how the
factor shall influence the Formula for Default Time.
 How to delete a formula for default time

fault Time.
Fig. K-36 Base pulse and factors in dialog Formula for Default Time
2 Select a factor from the list.

3 Click on [Delete] to remove the factor from the list.
4 Repeat the steps 2 and 3 until no factor is left on the list.
5 Set the base pulse to zero.
Fig. K-37 Base pulse set to zero
6 Click on [OK] to save the data and close the dialog Formula for Default
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Time.
With this, you have deleted the formula for default time.

 How to display a formula for default time

fault Time.
1 Dialog Formula for Default Time appears.
2 Click on the [Formula Test] button.
Dialog Time Formula Test appears.
Fig. K-38 Time Formula Test
3 Tick the checkbox Display Formula.

The message (Formula name) appears and shows the entire formula.
Fig. K-39 (Formula name)
4 Click on the [Copy] button to import the formula into the temporary memory.
You can insert the temporarily saved formula in another program.
5 Click on [Close] to close the message box.
6 Click on [Close] to go to dialog Formula for Default Time.
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7 Click on [OK] to save the data and close the dialog Formula for Default
Time.

Run a Time Formula Test

Dialog Time Formula Test serves to test formulas and check the values. You
can either test the formula you are currently editing in dialog Formula for De-
fault Time or load a saved formula into the dialog in order to test it.
The formula tester provides a result showing the time for the corresponding
process in seconds. Enter the actual case for which the formula shall be test-
ed, e.g. the sheet thickness and width.
 How to test the time formula

fault Time.
2 Click on the [Formula Test] button.
Dialog Time Formula Test appears.
Fig. K-40 Time Formula Test
3 You can record the time formula analysis. To do this, tick the checkbox Pro-
tocol Evaluation.
4 Click on [Evaluate].
Shows the result of the time formula. Unit: Seconds.
If you have ticked the checkbox Protocol Evaluation in step 3, the box For-
mula Evaluation Process appears.
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Fig. K-41 Time Formula Test, the result in seconds
Fig. K-42 Process of formula evaluation
5 If you have ticked the checkbox Protocol Evaluation: Click on [Close] to

close the dialog Process of formula evaluation.
6 Click on [Close] to return to the Formula for Default Time dialog.
7 Click on the [OK] button to close the Formula for Default Time dialog and
adopt the data.
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Time Formula Snapshots

You can create snapshots of time formulas by to save the current state of the
formula. The formulas can be loaded again later for further use.
This session tells you how to create, delete, and restore time formula snap-
shots.
• “How to create a time formula snapshot” on page K-57
• “How to delete a time formula snapshot” on page K-59
• “How to create a formula for default time based on a time formula snapshot”
on page K-59
 How to create a time formula snapshot

fault Time.
2 Click on [Snapshot] button.
Dialog Time Formula Snapshots appears.
Fig. K-43 Time Formula Snapshots

Dialog Description appears.
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4 Enter a description of the time formula snapshot.

Fig. K-44 Description
This description should include any specialities of the time formula.

5 Click on the [OK] button to save the description and close the Description
dialog.
The time formula snapshot is created and displayed in dialog Time Formula
Snapshots in Snapshots for (logical machine).
Point the cursor at the numbered snapshots to display their creation date.
Fig. K-45 Time Formula Snapshots, new snapshot is shown in Snapshots for (logical machine)
6 Click on the [OK] button to save the data and close the Time Formula Snap-
shots dialog.
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 How to delete a time formula snapshot

fault Time.
Fig. K-46 Selected time formula snapshot
3 Select the time formula snapshot you want to delete.

The selected time formula snapshot is marked in red.
The time formula snapshot is removed from the list.
5 Click on the [OK] button to save the data and close the Time Formula Snap-
shots dialog.
 How to create a formula for default time based on a time formula

snapshot
fault Time.
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3 Select the time formula snapshot you want to restore.

The selected time formula snapshot is marked in red.
4 Click on the [OK] button to load the time formula snapshot into dialog For-
mula for Default Time and close the dialog Time Formula Snapshots.
The formula for default time is now available in the Formula for Default
Time dialog.
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Exercises on Default Times

edge.
• Select a logical machine from your machinery and plan the default times
for this logical machine on paper:
– Which sheets are going to be processed on this logical machine?
– Which factors are necessary to define the default times for these
sheets?
– How shall these factors be included in the formula for default time?
• Create the formula for default time based on the necessary factors.
• Edit the factors so that the corresponding values are saved.
• Test the time formula to check whether the values are correct.
• Save the formula for default time by means of a time formula snapshot.
 Software Reference, “Default Times” on page K-142
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Campaign Planning
Objectives
• What is a campaign?
• How are campaigns defined, edited, and deleted?
• What are Individual Dates?
• What are Weekly Dates?
Benefit
• Campaigns are processes which are executed only on certain days, in certain
shifts, and on certain machines, e.g. blue screen printing every Friday in shift 2.
Note
Campaigns Campaigns will help you process specific orders for

customers or projects and plan them in due time.
Individual dates Individual dates are campaigns which are executed just
once.
Weekly dates Weekly dates are campaigns which are run on a regular
basis.
Requirements
Campaigns can be defined and managed only if work processes and shifts
have been defined and if the shift plan is active.
 “Shifts” on page K-15

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Campaigns in Capacity Planning
Fig. K-47 Campaigns
Campaigns can be used to schedule capacities for certain events. You can
e.g. plan a different screen printing color for every day of the week such as
blue on Mondays, green on Tuesdays, etc.
This could be handled by campaigns called Blue on Monday or Green on
Tuesday. The advantage of reserving the screen printing capacities in this way
is that the cleaning and set-up work can be minimized.
Dialog Campaigns shows all work processes for the active shift plan. You can
choose the work processes for which campaigns are planned. You can also
choose the day and the shift for the corresponding campaigns.
Individual and weekly dates

Campaigns can be defined as Individual Dates or Weekly Dates. Individual
Dates are used for one-off campaigns. Weekly Dates are used for recurring
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events such as 'green screen printing every Tuesday'.

Definition and Management of Campaigns

This session will show you how to define, edit, or delete campaigns.
• “How to define a campaign as an Individual date” on page K-65
• “How to define a campaign as a Weekly date” on page K-67
• “How to edit a campaign” on page K-69
• “How to delete a date from a campaign” on page K-70
• “How to delete a campaign” on page K-71
Requirements
Campaigns can be defined only if the appropriate work processes and
shifts have been defined and if the corresponding shift plan is active.
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 How to define a campaign as an Individual date

1 Go to Master Data > Capacity Planning > Campaign Planning.
Fig. K-48 Campaigns
2 Select the work processes required for this campaign in section Work Pro-
cess.
The button [Arrow to the right] is active now.
3 Click on the button [Arrow to the right].
The work process now appears in section Campaigns and is greyed out in
section Work Process.
4 Tick the checkbox of this work process in section Campaign.
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Fig. K-49 Selected work process in field Campaigns
Tab Individual Dates is active now.

5 Choose the date for the campaign in field Calendar.
Field Available shifts lists the shifts defined for this date.
6 Go to field Available shifts and select the shift in which the campaign shall
be run.
7 Go to section Add to the next and enter the duration of this campaign in
days or weeks.
8 Click on the [Add] button.
The new campaign appears in field Individual Dates.
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Fig. K-50 Individual Dates with new campaign
9 Click on [OK] to save the changes.

 How to define a campaign as a Weekly date
Requirements
Tab Weekly Dates only shows the shift plans which have been ticked in di-
alog Shifts. Enable the shift plans required for this campaign in dialog
Shifts.
 Software Reference, “Shifts” on page K-164

Fig. K-51 Campaigns, weekly dates
2 Go to the Work Process list and select the work process required for this
campaign.
The button [Arrow to the right] is active now.
The work process now appears on the Campaigns list and is greyed out in
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the Work Process list.

4 Tick the checkbox for this work process in the Campaigns list.

Fig. K-52 Selected work process in field Campaigns
Tab Individual Dates is active now.

5 Click on tab Weekly Dates.
6 Go to field Weekdays and select a weekday for the Weekly Date.
Field Available shifts lists the shifts defined for this date.
7 Choose the shift in which the campaign shall be run.
8 Click on the [Add] button.
The new campaign appears in field Weekly Dates.
Fig. K-53 Weekly Dates with new campaign
Click on [OK] to save the changes.

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 How to edit a campaign

Fig. K-54 Edit campaign
2 Tick the checkbox of a work process on the Campaigns list.

The tabs Individual Dates and Weekly Dates show the dates for which cam-
paigns have been defined.
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Fig. K-55 Campaign Dates

3 Double-click on the corresponding fields to change the date or the shift.

 How to delete a date from a campaign

Fig. K-56 Delete date
2 Tick the checkbox of a work process on the Campaigns list.

The tabs Individual Dates and Weekly Dates show the dates for which cam-
paigns have been defined.
3 Tick the date to be deleted.
The date is deleted.
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 How to delete a campaign

Fig. K-57 Delete campaign
2 Tick the work process to be deleted from the Campaigns list.

3 Click on the button [Arrow to the left].
The campaign including all its dates is deleted.
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Exercises on Campaigns
edge.
• Decide which work processes on your shop floor should be organized in
campaigns.
• What is best for these work processes: A campaign as an Individual date
or a campaign as a Weekly date?
• Enter the appropriate campaigns in A+W Production.
• Edit the individual campaigns.
• Delete dates from campaigns.
• Delete campaigns.
 Software Reference, “Campaigns” on page K-131
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Reservations
Objectives
• What is a reservations?
• How are reservations defined, edited, and deleted?
Benefit
• Reservations can be used to keep capacities free for certain customers or projects.
Note
Reservations can be made only for bottleneck machines.
Reservations are made for customers and projects.
Condition
Reservations can be made only for machines defined as bottleneck ma-
chines.
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Reservations in Capacity Planning
Fig. K-58 Reservations
Dialog Reservations visualizes the capacities of individual machines. This will

help you keep an eye on the scheduled and free capacities.
The reservations are shown as a percentage per calendar week. One glance
at the screen will tell you which percentage of a machine's capacity has been
reserved in a certain calendar week.
The weekly capacity of a machine is defined by the shifts entered for this ma-
chine. If you have defined e.g. a five-day week with two-shifts at eight hours
per day for Cutting table 8, this means a capacity of 80 hours for the calendar
week. The proportional display in dialog Reservations refers to 80 hours in this
case.
You can choose an individual view in dialog Reservations, i.e. you define the
starting week and the number of weeks to be displayed.
Reservations can be made only for bottleneck machines. Section Machine al-
location describes how to define a machine as a bottleneck machine.
Reservations are made for customers or projects, i.e. you can e.g. reserve for
customer Miller 10% of the capacity of Cutting table 8 in calendar week 50.
The program will distribute the reserved capacity evenly to the five days.
When an order is transferred to A+W Production, the software checks whether
there is a reservation for the customer or project in question. If so, A+W Pro-
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duction will allocate the order to the reserved capacity provided there is
enough free capacity left. If no reservation has been made for the customer or
project yet, or if there is nothing left of the reserved capacity, the order will be
allocated to non-reserved capacities.

Expired Reservations
If there are expired reservations, the dialog Expired Reservations will pop up
when you open the Reservations dialog. You can delete the expired reserva-
tions or keep them for editing them further as future reservations.
Definition and Management of Reservations

This part of the tutorial will show you how to enter, edit, and delete reserva-
tions.
• “How to delete an expired reservation” on page K-80
• “How to enter a reservation” on page K-75
• “How to edit a reservation” on page K-77
• “How to delete a reservation” on page K-79
Condition
Reservations can only be made for machines defined as bottleneck
machines.
 How to enter a reservation

1 Go to Master Data > Capacity Planning > Reservations.

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2 Go to field Machine and choose the machine for which a reservation shall
be made, e.g. cutting table 8 (180).

3 In field Start week, enter the calendar week starting from which the reser-
vations shall be displayed in section Weekly reservations, e.g. 50 / 2012.
4 Go to field Weeks and enter the number of weeks for which the reserva-
tions shall be shown, e.g. 5.
Fig. K-60 Weekly reservations
Section Weekly reservations lists the reservations for the selected calendar
weeks and machine.
5 Click on [New].
Dialog Reservation for (machine) appears.
6 Select a customer or a project.
7 Go to field Start week and choose the week in which the reservations starts
by clicking on the buttons [Arrow left] or [Arrow right].
8 Go to field End week and choose the week in which the reservations ends
by clicking on the buttons [Arrow left] or [Arrow right].
9 In field Reservation in %, enter the percentage of the machine capacity to
be reserved for the selected period.
Fig. K-61 Reservation for (Machine)
10 Click on the [OK] button to save the reservation and close the dialog Res-
ervation for (machine).
The data appear in dialog Reservations.
11 Choose a Calendar week in field Weekly reservations in the Reservations
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dialog.

A List of reservations B Selected calendar week

Fig. K-62 Reservation created
The new reservation for the selected calendar week appears in field List of
reservations.
12 Click on the [OK] button to close the Reservations dialog and accept the
changes.
 How to edit a reservation

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2 Choose the machine for which you want to edit a reservation.

3 Select the start week for the reservation in field Start week.
4 Go to field Weeks and enter the number of weeks to be displayed in field
Weekly reservations.
5 In field Weekly reservations, choose the week in which the reservation has
been made.
The reservations for the selected week are listed in the List of reservations.
6 Select the field to be edited from the List of reservations.
Fig. K-64 List of reservations, selected entry
7 Change the entry in the selected field.

8 Repeat the steps 6 and 7 for all fields you want to edit.
changes.
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 How to delete a reservation

2 Choose the machine for which you want to delete a reservation.

3 Select the start week for the reservation in field Start week.
4 Go to field Weeks and enter the number of weeks to be displayed in field
Weekly reservations.
5 In field Weekly reservations, choose the week in which the reservation has
been made.
The reservations for the selected week are listed in the List of reservations.
A Select a reservation
Fig. K-66 Selected reservation

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6 In the first column, select the reservation to be deleted.

7 Click on the [Delete] button to delete the selected reservation.
The selected reservation will be removed from the list.

changes.
 How to delete an expired reservation

Fig. K-67 Expired Reservations
2 Select the reservations to be deleted from the list.

The reservations are deleted.
4 Click on the [OK] button to save the changes and close the dialog Expired
Reservations.
Dialog Reservations appears.
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Exercises on Reservations
edge.
• Enter a reservation for two weeks for a customer or a project.
• Enter a test order for a customer or a project with a delivery date at the end
of the two weeks.
• Schedule the order.
• Check the results.
• Make a new reservation and enter a new order which exceeds the reserved
capacities.
• Schedule the order and check the results.
• Edit the reservations.
• Delete the reservations.
 Software Reference, “Reservations” on page K-136
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Cost Calculation
Objectives
• What is cost calculation in capacity scheduling?

• How are the costs for logical machines entered, edited, or deleted?
• Which data are exchanged between A+W Production and the ERP system in
connection with cost calculation?
Benefit
• Cost calculation helps you keep an eye on the costs of logical machines.
• The exact breakdown and reporting of costs offers the following advantages:
- Exact pricing at quotation and order entry in the ERP system.
- Scheduling or rescheduling to more economical machines.
- Cost-cased statistical analysis.
Note
Cost calculation serves to analyse the costs for logical

machines.
Requirements
Cost calculation can only be made for defined logical machines.
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Cost Calculation in Capacity Planning
Fig. K-68 Cost Calculation
Dialog Cost Calculation is used to define the costs for logical machines. Enter
the costs per hour and logical machine. Machine costs, the labour costs, and
other costs are entered separately.
The defined costs are reported to the ERP system. The users in the order entry
department will now be able to check the exact costs in A+W Production in or-
der to draw up a quotation. A+W Production transfers the costs of the quota-
tion to the ERP system.
When an order is scheduled, A+W Production transmits the costs to the ERP
system. When the order is reported complete, A+W Production reports the ac-
tual costs to the ERP system. The actual costs may be higher than the calcu-
lated costs, e.g. due to breakage.
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Example: Exact breakdown of production costs
After drawing up a quotation in the ERP system, the order is scheduled and
the ERP system checks the costs with A+W Production. The detailed
breakdown of costs in dialog Cost Calculation permits an exact quotation and
order calculation.
Example: Wear gloves
The more detailed the cost of your production are defined, the more accurate
the calculation. There is a workstation on your shop floor for example where
the worker has to pull special, cost-intensive gloves on or off for certain types
of work.
To enter these costs, define a logical machine and a work process Pull on
gloves. You also define in dialog Cost Calculation the costs per hour for the
logical machine Pull on gloves.
With that, the use of the expensive gloves will be included in the calculation
of the total costs of your production.
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Definition and Management of Costs

This core session will tell you how to enter, edit, and delete the costs for logical
machines.
• “How to define the costs for a logical machine” on page K-85
• “How to edit the costs for a logical machine” on page K-87
• “How to delete the costs for a logical machine” on page K-88
Requirements
Costs can only be calculated for defined logical machines.
 How to define the costs for a logical machine

1 Go to Master Data > Capacity Planning > Cost Calculation.

An entry called -1 is created on the list.
3 Double-click on the field Machine of the new entry -1.
Dialog Please select a machine appears.
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4 Choose a machine and close the dialog Please select a machine by press-
ing [OK].

5 Double-click on the field Log. Machine of the new entry.

Dialog Please select a log. machine appears. It lists all logical machines
defined for the selected machine.
6 Choose a logical machine and close the dialog Please select a log. ma-
chine by pressing [OK].
7 Click on the field Labour costs of the new entry and enter the labour costs
per hour for a worker.
8 Repeat step 7 for the fields Machine costs, Other costs, and Comment.
10 Click on the [Quit] button to close the Cost Calculation dialog.
Requirements
If a machine called -1 is listed in dialog Cost Calculation, delete it before
entering the costs.
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 How to edit the costs for a logical machine

Fig. K-70 Edit cost calculation
2 Select the field to be edited.

3 Change the entry in this field.
4 Repeat the steps 2 and 3 for all fields in which the entries are outdated.
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 How to delete the costs for a logical machine

2 Select the line header of the line to be deleted.
The whole line is selected.
Fig. K-71 Cost Calculation, delete entry

The entry will be deleted from the list.
4 Should you have deleted an entry by mistake, click on the [End] button and
answer the security query Do you want to save the changes by [No].
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Exercises on Cost Calculation

edge.
• Select a machine and work out the costs for the corresponding logical ma-
chines:
– Which labour costs, machinery costs, and other costs incur for the logi-
cal machine.
• Enter the costs for the logical machine in dialog Cost Calculation.
• Enter a test order or test quotation together with your trainer and schedule
it for this machine. Check the reported prices.
• Edit the costs for the logical machines in dialog Cost Calculation.
• Delete the costs of logical machines in dialog Cost Calculation.
 Software Reference, “Cost Calculation” on page K-159
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Machinery Groups
Objectives
• What are machinery groups in capacity planning?

• How are machine groups defined, edited, and deleted?
Benefit
• Machine groups are used for combining the machines of an area and for
controlling the capacity of the group by means of the number of employees.
Note
Machinery groups Machinery groups combine the machines in certain

areas, e.g. cutting or edgework.
Persons Assign a number of persons to a machinery group and

thus define the capacity of the corresponding machine
group.
Shifts The shifts of the machines belonging to the same

machinery group have to match.
Bottleneck machine Machines become a bottleneck machine when they are

allocated to a machinery group.
Requirements
The shifts of the machines belonging to the same machinery group have to
match. This includes the start and end time of the shifts.
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Machinery Groups in Capacity Planning
Fig. K-72 Machinery Groups
Dialog Machinery Groups allows arranging machines in groups and allocating

a number of persons to these machinery groups. A+W Production basically
assumes that each machine is operated by one person. If you combine e.g.
four machines of the type Grinding in a machinery group and assign just three
persons to this machinery group you reduce the machine capacity by one
fourth.
If in the example above, the workers would do 40 hours per week, only 3 x 40
= 120 working hours would be available per week instead of 4 x 40 = 160
working hours.
Machines which are added to a machinery group automatically become bot-
tleneck machines. You can only add machines the shifts of which match those
of the group, i.e. which are available at the same time.
Machinery groups are useful for machines in the same area. You can e.g. de-
fine a machinery group Cutting and allocate all cutting machines.
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Definition and Management of Machinery Groups

This session will tell you how to define, edit, or delete machinery groups.
• “How to define machinery groups” on page K-92
• “How to edit a machinery group” on page K-95
• “How to delete a machinery group” on page K-96
 How to define machinery groups

1 Go to Master Data > Capacity Planning > Machinery Groups.

Dialog New Machinery Group appears.
Fig. K-74 New Machinery Group
3 Enter a name for the machinery group, e.g. Cutting.

4 Click on [OK].
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Fig. K-75 New Machinery Group in dialog Machinery Groups
Field Machinery Groups shows the new machinery group.

5 Select the new machinery group.
The list Machines for group (name of the machine group) shows all ma-
chines that can be added to the group.
6 Select a machine to be added to the group, e.g. 180 Cutting table 8.
Fig. K-76 Selected machine
Fig. K-77 New machine group with machine added
The machine was added to the group.

8 Repeat the steps 5 to 7 to add more machines to the group.
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Fig. K-78 New machine group with machines added

9 Go to field Machinery Groups and double-click on column Persons.
Fig. K-79 New machine group with machines added
The input field is active.

10 Enter the number of persons working in this machine group.
11 Click on the [OK] button to save the data and close the Machinery Groups
dialog.
That done, you have defined the machine group.
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 How to edit a machinery group

Fig. K-80 Selected machinery group
2 Go to field Machinery Groups and select the machinery group to be edited.

The right side of the list Machines for group (name of the machinery group)
lists all machines that have been added to the group. The left side lists the
machines that can be added to the machinery group.
Fig. K-81 Machinery Group with machines added
3 Select a machine to be removed from or added to the group.

4 Click on the button [Arrow left] or [Arrow right] to remove a machine from
the group or add a machine to the group.
5 Repeat the steps 3 to 4 to remove more machines from the group or add
more machines to the group.
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6 Go to field Machinery Groups and double-click on column Persons.

Fig. K-82 Machinery Group
The input field is active.

7 Enter the number of persons working in this machine group.
dialog.
That done, you have changed the machine group.
 How to delete a machinery group

Fig. K-83 Selected machinery group
2 Go to field Machinery Groups and select the machinery group to be delet-

ed.
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The machinery group has been removed from the list.

dialog.

Exercises on Machinery Groups

edge.
• Decide which machines you are going to be arranged in a group.
• Define the machinery group in dialog Machinery Groups.
• Edit a machinery group.
• Delete a machinery group.
 Software Reference, “Machinery Groups” on page K-174
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Load Distribution
Objectives
• What does load distribution mean in connection with capacity planning?

• How can the load distribution be defined, edited, or deleted?
Benefit
• Load distribution serves to divide the capacity of physical machines among the
corresponding logical machines.
Note
The load distribution is made among the logical

machines which have been defined for a physical
machine. This permits e.g. to divide a physical CNC
centre into the three logical machines cutting, arrissing,
and drilling. The load of the logical machines can be
reduced to 33% per logical machine. This load
distribution will be taken into account for scheduling.
Requirements
Load distribution is only valid for machines which have been defined as
bottleneck machines.
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Load Distribution in Connection with Capacity

Planning
Fig. K-84 Load Distribution
Dialog Load Distribution serves for splitting up a machine's capacity by allocat-

ing a share of capacity to the logical machines defined for the machine.
If you have defined the logical machines 1, 2, and 3 for machine 910 CNC
Centre for instance, you can distribute the capacity proportionally to these
three logical machines.
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Definition and Editing of Load Distribution

This session will show you how to define, edit, and delete load distributions.
• “How to set up load distribution” on page K-100
• “How to edit load distribution” on page K-102
• “How to delete load distribution” on page K-104
Requirements
Load distribution can only be defined for machines which have been spec-
ified as bottleneck machines.
 How to set up load distribution

1 Go to Master Data > Capacity Planning > Load Distribution.
2 Go to field Physical Machines and choose a machine the capacity of which

you want to split, e.g. 910 - CNC Centre.
Fig. K-86 Load Distribution, list box Physical Machines

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The list box offers for selection only the machines defined as bottleneck
machines.

Fig. K-87 Load Distribution, selected machine
The corresponding logical machines are listed.

3 Tick the checkbox Enable Check.
Fig. K-88 Load Distribution, checkbox Enable Check ticked
The logical machines can be edited now. If no load distribution has been
defined yet, the right column reads unlimited.
4 Double-click on the right column.
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Fig. K-89 Load Distribution, enter a percentage

5 Enter the percentage for the capacity.

6 Repeat the steps 4 to 5 to define the capacities for the remaining logical
machines.
7 Click on the [OK] button to save the data and close the Load Distribution
dialog.
 How to edit load distribution

2 Go to field Physical Machines and select a machine the load distribution of

which you want to edit, e.g. 910 - CNC Centre.
Fig. K-91 Load Distribution, list box Physical Machines
The list box offers for selection only the machines defined as bottleneck
machines.
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The logical machines can be edited now.

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Fig. K-94 Load Distribution, enter a percentage

5 Enter the percentage for the capacity.

6 Repeat the steps 4 to 5 to change the remaining capacities.
dialog.
With that you have changed the load distribution for this machine.
 How to delete load distribution

2 Go to field Physical machine and select the machine the load distribution
of which you want to delete, e.g. 910 - CNC Centre.

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The logical machines can be edited now.

Fig. K-98 Load Distribution, enter 000 percent
5 Enter 000%.
6 Press the [Enter] key.
Fig. K-99 Percentage deleted
The field now reads unlimited, i.e. the load distribution for this logical ma-
chine has been cancelled.
7 Repeat the steps 4 to 6 to set the remaining capacities to 000%.
dialog.
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You have deleted the load distribution for this machine.

Exercises on Load Distribution

edge.
• Choose a machine for load distribution.
• Define the load distribution in dialog Load Distribution.
• Edit the load distribution.
• Delete the load distribution.
 Software Reference, “Load Distribution” on page K-175
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Scheduling and Rescheduling

Objectives
• What is scheduling and how are orders scheduled?

• How can you react to problems which occur during scheduling?
• What is rescheduling and how is it done?
Benefit
• During scheduling, order and quotation data transferred by the ERP system are
processed and calculated. Based on these data, dates are calculated and
restrictions relevant for production are checked to make sure that your order is
produced efficiently.
• Rescheduling can be used to allocate processing steps to other dates and
machines.
Note
Scheduling Scheduling means the processing and calculation of

data after an order or a quotation has been transferred
by the ERP system.
Three-phase scheduling Scheduling in A+W Production is done in three steps:

• Phase 1, backward scheduling
• Phase 2, forward scheduling
• Phase 3, detailed scheduling
Processing sequences Processing sequences in ascending order define the

sequence of processing steps.
Post-processing of If the scheduling process comes up with negative results

scheduling it can be post-processed.
Rescheduling of orders Rescheduling of dates moves orders to other dates.

Rescheduling of machines allocates orders to other
machines.
Ten steps The scheduling process consists of ten steps. This

chapter describes those that are executed by capacity
planning.
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Scheduling of Orders
Fig. K-100 Scheduling
If automatic scheduling of orders has been configured in A+W Production you

do not have to open the Scheduling dialog. Data import will be run as a back-
ground process in this case. You can trace the scheduling process in the A+W
ServiceMonitor.
If manual scheduling has been configured in A+W Production you will have to
use the Scheduling dialog. When scheduling has been successful, field Status
will show the actual time.
A maximum number of scheduling attempts is defined in A+W Production. If a
maximum number of 250 scheduling attempts has been defined for instance,
A+W Production will use up to 250 calculations in the scheduling process.
Requirements
Please check the settings for the data transfer from the ERP system to
A+W Production with the A+W Software GmbH customer service team.
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Three-Phase Scheduling
The capacity-related part of scheduling in A+W Production consists of three
phases:
• “Phase 1, Backward Scheduling” on page K-110
• “Phase 2, Forward Scheduling” on page K-111
• “Phase 3, Detailed Scheduling” on page K-112
Fig. K-101 Multi-part product with multi-part element chains
This example shows the schematic scheduling process for a multi-part prod-
uct. The three phases are described in the following paragraphs.
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Phase 1, Backward Scheduling

Phase 1, backward scheduling, is executed for cost calculation, delivery date
confirmation, and determination of the start of production. First, the start date
is determined by means of backward scheduling. This is based on the defined
delivery date.
In phase 1, transition times after campaigns and other fixed processing steps
are generally treated flexibly. This helps to determine the most economical
production of the element chains.
Fig. K-102 Extended transition times after phase 1
Transition times at the end of phase 1 can be extended. These will be reduced
again in phase 2.
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Phase 2, Forward Scheduling

Phase 2, forward scheduling, is done to optimize the results of the element
chains and to determine the earliest campaign days. The element chains are
optimised based on the start date. The earliest element chain, in this case the
laminated glass, is the reference for all other element chains.
First of all, the program searches for the earliest possible date for every pro-
cessing step of the earliest element chain. Flexible transition times are extend-
ed or reduced based on the minimum and maximum transition times.
Transition times will not fall below the fixed transition times.
Fig. K-103 Result after phase 2 with clashing dates
After that, the processing dates for the remaining element chains are calculat-
ed; these will be chosen as early as possible. Phase 2 results in chronologi-
cally optimised element chains and in the earliest possible start of production.
Any conflicts regarding dates can be solved in phase 3.
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Phase 3, Detailed Scheduling

In phase 3, detailed scheduling, the latest of the calculated assembly dates will
be chosen as the assembly date for the remaining element chains. This means
that the transition times of earlier assembly dates will be extended or reduced
accordingly to synchronize the dates.
Fig. K-104 Adjusted assembly dates
After that, the corresponding processing dates of all BOM elements are deter-
mined, taking into account the transition times.
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Post-Processing of Scheduled Orders
Fig. K-105 Post-processing of scheduling
Dialog Post-processing of scheduling allows editing orders that have failed the
scheduling process. The reasons can be:
• Undefined articles in orders.
• Undefined production articles in orders.
• Undefined processing steps in orders.
• Invalid order data.
• Shift restrictions cannot be met.
• Shifts do not exist, e.g. because the shift plans have expired.
You can choose how these orders shall be handled. There are the following
options:
• Repeat data import. This means that the order data are rescheduled with-
out a change. You can correct master data for example – e.g. extend shift
plans – and schedule them without repeating the data import from the ERP
system.
• Force scheduling. This means that scheduling will be forced. The capacity
of bottleneck machines will not be taken into account. As a result, the ca-
pacity of bottleneck machines may be exceeded.
• Ignore scheduling. This means that scheduling will be forced; the produc-
tion date for this order is set to the present date. Other, scheduled orders
will be postponed.
• Delete invalid orders. This means that the corresponding orders will be de-
leted from A+W Production. Please coordinate this with your colleagues
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from the order entry department so that the orders can be corrected and
transferred to A+W Production once more.

• Confirm calculated delivery date. This means that you accept the delivery
date suggested by A+W Production.
 How to post-process scheduling

1 Go to Master Data > Post-Processing Booking.
A
A Display by B Post-processing of
C List of orders
Fig. K-106 Post-Processing Booking
2 Define in section Display by (A) whether the orders shall be displayed by

order number of reason for post-processing.
3 In section Post-Processing of (B) select the orders to be displayed.
You have pre-sorted the list of orders.
4 Select the order (C) to be edited.
5 Click on the [Edit] button.
Dialog Defective orders or Changes to Scheduled Orders appears.
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Fig. K-107 Defective Orders and Changes to Scheduled Orders
6 Choose an option.
7 Click on the [OK] button to save the changes.
Scheduling has been post-processed.
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Rescheduling of Processings
Rescheduling of dates is about changing the production date for an order. The
order in question will be completed earlier or later. This may be necessary for
example if the priority of an order changes and a customer needs the sheets
earlier than originally planned.
Rescheduling of machines is about reallocating an order to other machines.
This may be necessary for instance if machines are not available due to re-
pairs.
Fig. K-108 Rescheduling:
Dialog Re-scheduling serves to allocate an order to another date and/or to oth-

er machines.
The following options are available:
• Re-schedule entire BOM: The entire BOM for a processing step will be re-
scheduled.
• Only selected processing: Only the selected processing step will be re-
scheduled.
• Selected processing and all following processings: The selected process-
ing and all following processing steps for the sheet will be rescheduled.
• Selected processing and all previous processings: The selected process-
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ing and all previous processings for the sheet will be rescheduled.

• Unconditional allocation of dates for selected processing: Scheduling of the

selected processing will be forced on the selected date irrespective of the
machine capacities.
With all these options, shipping and delivery date will be kept unless they are
explicitly rescheduled.
 How to reschedule processing steps

1 Go to Display > Orders > Context menu for selected orders > Processings
> Context menu for selected processings > Work Schedule > Reschedul-
ing.
A B
C
A List of processing steps B Options
C Mode
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Fig. K-109 Rescheduling
2 Choose the processing steps to be rescheduled.

3 Select one or more options by ticking the checkboxes if required.
4 Select date, shift, and machine
Fig. K-110 Date, shift, and machine selected
5 Choose the rescheduling mode.
Fig. K-111 Rescheduling mode
6 Click on [Reschedule] to reschedule the processing steps.

The processing steps will be rescheduled.
7 Click on [Close] to close the dialog.
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Creation of Processings
Objectives
• What does creation of processings mean?

• How are processing steps created and added to the BOM?
Benefit
• The BOM of the ERP systems contains the end product to be manufactured as well
as its sub-elements and processing steps which are relevant for pricing. Production
steps like e.g. cutting, are implicit in this case. The PPS system needs a more
detailed BOM to calculate the individual production dates and production costs.
This is why production-relevant elements are added during the schedule process.
This is done by creating processing steps.
Note
Processings Processing steps define a product's need to be

processed, e.g. arrissing.
Work processes Work processes define the way in which the need for
processing shall be served, e.g. a special type of
arrissing.
Requirements
Processing steps can be created only by allocating processing articles to
part types. The definition of processing types, processing articles, and part
types is described in the Master Data user manual.
Please agree any changes in the creation of processings with the A+W
Software GmbH customer service because these are relevant for
production.
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Creation of Processings at Scheduling
Fig. K-112 Creation of Processings
Dialog Creation of Processings serves to complete the BOM by special pro-

cessing articles.
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This session will show you how to complete the BOM by processing steps
which are relevant for production.
• “How to add processings” on page K-121
• “How to remove a processing step from the creation of processings” on
page K-123
 How to add processings
Add processings
When processings are added, changes will be applied as soon as they are
made in the dialog. They cannot be undone.
Please contact the A+W Software GmbH customer service if you want to
change processings.
1 Go to Master Data > Capacity Planning > Creation of Processings.

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2 Go to field Processings and select a processing article you want to add to

an element type.
3 Go to field Part Types and choose an element type to which the processing
or the processing article shall be added.
The processing article has been added and is shown next to the corre-
sponding article type on the list. The processing article is greyed out in field
Processings.
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 How to remove a processing step from the creation of processings
Add processings
When processings are added, changes will be applied as soon as they are
made in the dialog. They cannot be undone.
Please contact the A+W Software GmbH customer service if you want to
change processings.
1 Go to Master Data > Capacity Planning > Creation of Processings.
2 In field Part Types, select the processing article to be removed.

3 Click on the button [Arrow to the left].
The processing article is removed from this article type. The processing ar-
ticle is no longer greyed out in field Processings.
4 Repeat the steps 2 to 3 until all processing articles you wanted to remove
have been removed.
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3.01 / 01-2017

Capacity Planning K
Software Reference
A+W Production
Software Reference Capacity Planning
Capacity Planning
Capacity Planning permits to plan your production processes. You can man-
age shifts, transition times, default times, and plan campaigns and reserva-
tions. Cost calculation allows to keep tabs on your production costs and with
the Production Monitor, you can keep an eye on your processes.
This chapter provides information on the following subjects:
• “Creation of Processings” on page K-128
• “Campaigns and Reservations” on page K-131
• “Time Master Data” on page K-141
• “Shift Times” on page K-163
• “Machine Organisation and Scheduling” on page K-173
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Capacity Planning Software Reference
Master Data > Capacity Planning > Creation of Processings
Dialog Creation of Processings serves to allocate processing articles to part

types. This allocation is necessary e.g. if your ERP system does not transfer
these processings. These details are required for production planning and cost
calculation however.
Creation of processing means that processing steps are created for the ele-
ments of the bill of material, according to the part types and procurement
types. The processings describe the creation of the elements. Capacity plan-
ning will work only if processings are defined at least for all stock withdrawals,
purchased and cutting parts as well as assembly work like laminated glass and
IG.
 Tutorial, “Creation of Processings” on page K-121
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Software Reference Capacity Planning
Processings Production-relevant processing types and allocated processing

articles.
Part Types Part types with allocated processing articles.
[Allocate] Moves a selected element to the other side.
Details Information on the selected processing type or processing article.

The elements in field Details can be sorted by means of the buttons [Catego-
rized] and [Alphabetical].
[Categorized] Sorts the elements by categories.
[Alphabetical] Sorts the elements alphabetically.
[Property Pages] Not used at present.
Details Information on the following master data:

• Article number: Article number of the selected processing article.
• Processing type: If a processing article has been selected, this field defines
the processing type allocated to this processing article.
If a processing type has been selected, this field shows the ID of the pro-
cessing type.
• Procurement type: Defines the procurement type for this processing type.
• Class: Defines the processing class to which the selected processing arti-
cle belongs, e.g. arrissing.
• Name: Name of the selected element.
• Sequence/sequence number: This is the sequence defined for the selected
element. The higher the sequence number, the later will be processing be
applied to the glass.
If a sequence has been defined for a processing article, this will be obeyed.
If no sequence has been defined for a processing article, the sequence de-
fined for the processing type will be applied.
For all defining processings like e.g. insulating, annealing, or packing, the
sequence 100 can be set. For all other processings like e.g. arrissing and
drilling, the sequence has to be ascending.
• Part type: This is the number allocated to the part type, e.g. 2 for Trade
glass.
The part type is defined by A+W Software GmbH.
The field below shows a description of the selected element.
Sequence and sequence number

The sequence defines the sequence of processing steps and is therefore
relevant for production.
Please contact the customer service of A+W Software GmbH if you want
to change any sequences.
3.01 / 01-2017

Capacity Planning Software Reference
Conditions Formulas allocated to a processing article. If you have selected

a processing article in section Part types, the allocated formulas appear in field
Conditions.
Formulas and conditions

Formulas have a massive impact on the properties and planning effects of
processing types and part types. If a formula has been entered, you have
to understand its effects.
Deleting formulas may also have severe effects on the properties of pro-
cessing types and part types.
There is a special manual on the subject of formulas and restrictions in
A+W Production.
[New] Allocates a formula to a processing article. The list box opens the dia-
log Add existing processing.
[Delete] Deletes a selected formula in field Conditions.
[OK] Saves the data.
Add an Existing Condition

Master Data > Capacity Planning > Creation of Processings > [New] > [Add
Existing Condition].
Master Data > Capacity Planning > Creation of Processings > [New] > [Add
Default Condition].
Fig. K-116 Add Existing Condition
Dialog Add Existing Condition serves to add a user-defined formula or a stan-

dard formula in the Creation of Processings dialog.
[OK] Imports a selected formula into the dialog Creation of Processings.
[Close] Closes the dialog without importing a formula into the Creation of Pro-
cessings dialog.
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Software Reference Campaigns and Reservations
Campaigns and Reservations

You can define campaigns and reserve capacities for special orders.
• “Campaigns” on page K-131
• “Expired Reservations” on page K-135
• “Reservations” on page K-136
• “Reservation for (Machine)” on page K-138
• “Select a Customer” on page K-139
• “Select an Object” on page K-140
Campaigns
Master Data > Capacity Planning > Campaign Planning.
Dialog Campaigns allows defining campaigns as individual dates or weekly
dates. You can e.g. plan a different color for screen printing every day of the
week, such as blue on Monday, green on Tuesday, etc.
 Tutorial, “Campaign Planning” on page K-62
Dialog Campaigns offers the following tabs:
• “Campaigns – Individual Dates” on page K-132
• “Campaigns – Weekly Dates” on page K-134
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Campaigns and Reservations Software Reference
Campaigns – Individual Dates

Master Data > Capacity Planning > Campaign Planning > tab Individual Dates
Fig. K-117 Campaigns – Individual Dates
Tab Individual Dates is used to manage individual campaigns. Individual cam-

paigns occur just once.
Work Process Work processes you have defined in machine allocation. A

work process is greyed out on the list when it has been added to a campaign.
Campaigns Work processes you have added which are valid for campaigns.
If you select a work process from the Campaigns list, the tabs Individual Dates
and Weekly Dates show the corresponding dates.
 The campaign is inactive.
 The campaign is active.
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Campaign Days
Section Campaign Days is used to define whether the date is an individual or
a weekly date. Click on tab Individual Dates or Weekly Dates as required.
Date Dates for which campaigns have been defined.
Shift Shift during which the corresponding campaign will be run.
Delete campaigns
Deleting campaigns at short notice will affect the production. Processings
may not be executed for instance, or production dates may change.
Please contact the customer service of A+W Software GmbH should you
want to delete campaigns and if orders have already been scheduled at this
point.
[Delete] Deletes a selected campaign.
Calendar Choose a date for the campaign.
Shifts Available shifts on the selected date.
Add for the next The period of time for which the campaign is defined.
You can use the options switch to define whether the duration of the date is
specified in days or in weeks.
[Add Campaign] Adds a campaign. To do this, you have to select:

• a work process valid for campaigns
• a date
• a shift
[Cancel] Closes the dialog without saving the data.

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Campaigns – Weekly Dates

Master Data > Capacity Planning > Campaign Planning > tab Weekly Dates.
Fig. K-118 Campaign Days – Weekly Dates
Tab Weekly Dates is used for managing serial campaigns. Serial campaigns
serve to handle periodically recurring campaigns.
A description of the fields in dialog Campaigns can be found in:
 “Campaigns – Individual Dates” on page K-132
Day Workdays for which you have created campaigns.
Shift Shift during which the corresponding campaign will be run.
[Delete] Deletes a selected campaign.
Days Select the workdays for campaigns.
Shifts Select the shifts for campaigns.
[Add Campaign] Adds a campaign. To do this, you have to select:

• one or more workdays
• one or more shifts

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Expired Reservations
Master Data > Capacity Planning > Reservations.
Fig. K-119 Expired Reservations
This dialog presents the reservations which have expired. This dialog appears
automatically when you open the Reservations dialog and there are any ex-
pired reservations.
Machine Machine of which capacity has been reserved.
Customer Customer for whom the capacity has been reserved.
Object Project for which the capacity has been reserved.
Week Calendar week in which the capacity has been reserved.
Year Year for which the capacity has been reserved.
Date Date on which the reservation begins.
Shift Shift for which the capacity has been reserved.
Percentage Machine capacity that has been reserved. Unit: percent.
Used Shows the percentage of the reservation which has already been used
up. Unit: Percent.
Process Date on which a reservation ends.
[Delete] Deletes a selected reservation.
[OK] Saves the data and closes the dialog Expired Reservations. The dialog
Reservations opens automatically.
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Reservations
Master Data > Capacity Planning > Reservations.
Dialog Reservations serves to manage reservations for machine capacities.

Reservations are only valid for machines which have been defined as bottle-
neck machines.
 Tutorial, “Reservations” on page K-73
Reservations
Machine Choose the machine the reservations shall be displayed for. The list
box lists all machines which have been defined as bottleneck machines.
Start week Start of the reserved period. The present calendar week is shown
by default.
Weeks Defines the number of weeks shown in the preview.

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Weekly reservations
Fig. K-121 Weekly reservations
Section Weekly reservations gives a graphic representation of the reserva-

tions for the selected period, by calendar week.
Free Free capacity for a machine. Unit: Percent.
Reserved (week) Capacity reserved on a machine.
Used Actually used share of the reservation. Unit: Percent.
List of reservations
A List of reservations B Selected calendar week

Fig. K-122 List of reservations
If a calendar week has been selected in section Weekly reservations, the List
of reservations entered for this calendar week is shown below.
Customer Customer for whom the capacities have been reserved.
Project Project for which the capacities have been reserved.
Reservation Reserved machine capacities. Unit: Percent.
Used Actually used share of the reservation. Unit: Percent.
Expiry date Date on which a reservation ends.

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[New] Opens the dialog Reservation for Machine where you can reserve ma-
chine capacities.

[Delete] Cancels the selected reservations.
[Quit] Closes the dialog.
Reservation for (Machine)

Master Data > Capacity Planning > Reservations > [New].
Fig. K-123 Reservation for (machine)
Dialog Reservation for (machine) serves to reserve machine capacity.
Customer Customer for whom the machine capacity is reserved. The [Zoom]
opens the dialog Select Customer. Also see:
 “Select a Customer” on page K-139
Project Project for which machine capacity shall be reserved. The [Zoom]
icon opens the Select Object dialog.
 “Select an Object” on page K-140
Start week Start of the reserved period.
End week End of the reserved period.
Reservation in % Machine capacity to be reserved. Unit: Percent.

Enter the reservation as an amount or use the mouse to move the bar in the
field above.
[Close] Closes the dialog without saving the data.

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Select a Customer
Master Data > Capacity Planning > Reservations > [New] > Customer.
Fig. K-124 Select a customer
Dialog Select Customer allows selecting the customer for whom a reservation
shall be made.
ID Customer number.
Name Customer name.
Matchcode Matchcode assigned to the customer.
Matchcode Enter a matchcode to search for a customer.
Name Enter a name to search for a customer.
[Load customer data] Updates the displayed data.
[OK] Saves the data and applies it to the dialog Reservation for machine.

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Select an Object
Master Data > Capacity Planning > Reservations > [New] > Object.
Fig. K-125 Select project
Dialog Select Object serves to select the object for which a reservation shall
be made.
ID Object ID.
Description Description of the object.
Name Enter a name to search for the object.
[Load object data] Updates the displayed data.
[OK] Saves the data and applies it to the dialog Reservation for Machine.

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Software Reference Time Master Data
Time Master Data

You have to enter times for all processing steps as a basis for calculating the
duration per processing item.
• “Default Times” on page K-142
• “Formula for Default Time” on page K-143
• “Add Elements” on page K-146
• “Factor/Vector (Name)” on page K-147
• “Input Help for Vectors” on page K-148
• “GenericSelectForm” on page K-150
• “Time Formula Snapshots” on page K-151
• “Time Formula Test” on page K-152
• “Time Formula Test – Formula Object Properties” on page K-154
• “Formula (Name)” on page K-155
• “Process of Formula Evaluation” on page K-156
• “User-Defined Table Elements for (Name)” on page K-157
• “Process of Formula Evaluation” on page K-156
• “User-Defined Table Elements for (Name)” on page K-157
• “Cost Calculation” on page K-159
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Time Master Data Software Reference
Default Times
Master Data > Capacity Planning > Default Times
Fig. K-126 Default Times
The Default Times dialog serves to manage the cycle times for logical ma-
chines. Field Technologies lists all logical machines defined in A+W Produc-
tion.
 Tutorial, “Default Times” on page K-40
Technologies
Machine List of logical machines defined in A+W Production.
Type Machine type of the corresponding machine.
Technology ID of the logical machine.
[Edit] Opens the Formula for Default Time dialog so that the formula for de-
fault time can be edited.
 “Formula for Default Time” on page K-143
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Existing formulas for default time

A message appears when you click on Edit if a formula-based formula for
default time already exists. Please contact the A+W Software GmbH cus-
tomer service in this case.

Formula for Default Time

Master Data > Capacity Planning > Default Times > [Edit].
Fig. K-127 Formula for Default Time, example showing all selection options
Dialog Formula for Default Time allows editing the cycle times of a logical ma-
chine. Please change or define formulas for default times only in agreement
with the A+W Software GmbH customer service.
Complex formulas for default times are a profound operation in A+W Produc-
tion and should only be defined by the A+W Software GmbH customer service.
A formula for default time is considered to be complex e.g. if it includes two or
more factors/vectors.
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Formula for Default Time

List of elements/factors added to the formula.
Base pulse Enter the base pulse for the formula for default time. Unit: Sec-
onds.
[…] Opens the dialog Factor/Vector (Name) where you can edit the properties
of the factor.
[Checkboxes] Define how a factor/vector shall be used in the formula for de-
fault time.
  Factor added to the base pulse.
  Base pulse + (factor x base pulse).
  Base pulse + (factor x subtotal).
Factor ’Gas’ Time required for filling an IG unit with gas.
Factor 'Muntins’ Time required based on the number of muntins.
Shape Factor Time required depending on the selected shape.
Factor ’Large lite‘ Time allowance depending on the sheet size. Please also
enter the sheet size.
Factor ’Small lite‘ Time allowance depending on the sheet size. Please also
enter the sheet size.
Factor ’TGH’ Time allowance for the handling of toughened glass.
Factor ’LAM’ Time allowance for the handling of laminated glass.
Factor ’at least triple IG Time allowance for the handling of triple IG.
Coating Factor Time allowance for taking in to account the handling of coat-
ed sheets.
Vector ’Weight -> Factor’ Time allowance based on the sheet weight.
Vector ’Length -> Factor’ Time allowance based on the edge length to be
processed.
Vector ’Qty. -> Factor’ Time allowance based on the number of sheets to be
processed.
Vector ’Thickness -> Factor’ Time allowance depending on the sheet thick-
ness.
Vector ’Sqft -> Factor’ Time allowance based on the surface to be pro-
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cessed.
Vector ’Edge Matrix -> Factor’ Time allowance based on the edge matrix of
the sheets.

’Free’ element 1 … 10 Free elements for further time allowances.
[Sort] Moves a selected element in the formula for default time. The se-
quence of factors is essential if you choose the option Factor multiplied by sub-
total.
[Multiplication of formula result by the processing quantity per part]

You can multiply the result of the formula by the quantity to be processed per
part.
 The result of the formula will not be multiplied by the processing quantity per
part.
 The result of the formula will be multiplied by the processing quantity per
part.
Own formula
[Zoom] Opens the dialog Generic Select Form where you can select self-de-
fined formulas.
 “GenericSelectForm” on page K-150
[Cross] Removes a formula from the field Own formula.
[Snapshots] Opens the dialog Time Formula Snapshots where you can man-
age snapshots of the time formula.
 “Time Formula Snapshots” on page K-151
Formula Test Opens the dialog Time Formula Test which is used to ana lyse
formulas for time calculation.
 “Time Formula Test” on page K-152
[User Defined Elements] Opens the dialog User defined table elements for
(name) which can be used for defining your own factors.
 “User-Defined Table Elements for (Name)” on page K-157
[New] Opens the dialog Add Elements in which you can select elements and
factors.
 “Add Elements” on page K-146
[Delete] Deletes a selected element or a selected factor.
[Quit] Closes the dialog without saving the data.

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Add Elements
Master Data > Capacity Planning > Default Times > [Edit] > [New].
Fig. K-128 Add Elements
Dialog Add Elements can be used to add elements and factors to the list in di-
alog Formula for Default Time.
 “Formula for Default Time” on page K-143
List List of defined elements and factors.
[OK] Saves the data; a selected element is imported into the Formula for De-
fault Time dialog.
[Close] Closes the dialog.

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Factor/Vector (Name)
Master Data > Capacity Planning > Default Times > select logical machine >
[Edit] > […].
Fig. K-129 Factor/vector (name) – tabular input
Dialog Factor/Vector (Name) is used for editing the properties of a factor/vec-

tor. You can edit the entries according to type in the table.
This dialog can be opened only if an appropriate factor/vector has been en-
tered in the formula for default time.
Thickness Enter the thickness, the weight, the length, the quantity, or the
edge matrix, depending on the factor/vector you want to edit.
If you enter 4.00 mm, 8.00 mm, and 10.00 mm for the thickness in the table,
the allocated factors will apply to the thicknesses 4.00 to 7.99 mm, 8.00 to
9.99 mm, etc.
Factor Factor (value) per thickness, weight, length, quantity, surface, or edge
matrix.
[Input Help] Opens the dialog Input Help for Vectors.

 “Input Help for Vectors” on page K-148

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Input Help for Vectors

Master Data > Capacity Planning > Default Times > Select Logical Machine >
[Edit] > […] > [Input Help].
You can use the dialog Input Help for Vectors to have the table in dialog Factor/
Vector (Name) filled in automatically simply by defining the values.
This dialog can be opened only if an appropriate vector has been entered in
the formula for default time.
Default values
Start value The start value refers to the table column Thickness, weight,
length, quantity, surface, or edge matrix in dialog Factor/Vector (Name).
Enter for example for a vector Vector ’Length -> Factor’ a start value of
100 mm. This means that the vector will start from a minimum length of
100 mm.
End value The end value refers to the table column Thickness, weight,
length, quantity, surface, or edge matrix in dialog Factor/Vector (Name).
Enter for example for a vector Vector ’Length -> Factor’ an end value of
2000 mm. This means that the vector ends at a maximum length of 2000 mm.
Step size The step size refers to the table column Thickness, weight, length,
quantity, surface, or edge matrix in dialog Factor/Vector (Name).
Enter for example for a vector Vector ’Length -> Factor’ a step size of 100 mm.
This means that a different value will be assigned to the vector every 100 mm,
e.g. 100.00 to 199.00 mm, 200.00 to 299.99 mm, etc.
Start value The start value refers to the table column Factor in dialog Fac-tor/
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Vector (Name).
Enter for instance for a vector Vector ’Length -> Factor’ a start value of 1. This
means that the value 1 will be assigned to the vector for a length between
100 mm and 199.99 mm.

Step size The step size refers to the table column Factor in dialog Factor/
Vector (Name).
Enter for instance for a vector Vector ’Length -> Factor’ a step size of 2. This
means that the value of the vector will be increased by the value 2 every
100 mm, e.g. the values 1, 3, 5, etc.

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GenericSelectForm
Master Data > Capacity Planning > Default Times > [Edit] > Own formula.
Own formulas
Additional conditions may have a massive impact on the behavior and the
properties of formulas for default times.
Please contact the A+W Software GmbH customer service if you need your
own formulas or to change existing formulas!
Fig. K-131 GenericSelectForm
Dialog GenericSelectForm allows selecting self-defined formulas which can

then be inserted in dialog Formula for Default Time.
ID Formula ID.
Formula Formula name.
Description Description of the formula.
Language Choose the language in which the formula has been written. If you
choose English for instance you will see only the formulas which have been
defined in this language.
ID Search for a formula by means of its ID.
Text Search for a formula by means of its name.
[OK] Closes the dialog Generic Select Form and imports a selected formula
into the dialog Formula for Default Time.
[Reject] Closes the dialog without saving the data.

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Time Formula Snapshots

Master Data > Capacity Planning > Default Times > [Edit] > [Snapshots].
Fig. K-132 Time Formula Snapshots
Dialog Time Formula Snapshots serves to manage snapshots of time formulas

and to import the snapshots into dialog Formula for Default Time if required.
Time formula snapshots are points in time at which a formula for default time
has been saved.
Time formula snapshots Graphic representation of the existing snapshots

for the selected logical machine in dialog Default Times.
[New] Creates a new snapshot.
[Delete] Deletes a selected snapshot.
[OK] Loads a selected time formula snapshot.

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Time Formula Test

Master Data > Capacity Planning > Default Times > [Edit] > [Formula Test].
Fig. K-133 Check time formula
Dialog Time Formula Test can be used for analyzing formulas for time calcu-
lation.
Formula object (name) Chart of the formula object.
[New] Creates a new formula object in section Formula Object (name).
[Load] Loads an existing formula object in section Formula Object (name).
[Save] Saves the formula object in section Formula Object (name).
[Add] Adds an element in section Formula Object (name). The element will
be added to the selected element.
[Delete] Deletes a selected element in section Formula Object (name).
Result Result of the formula analysis. Unit: Seconds. If an Arrow up or Arrow

down appears in front of the result, the result of the formula for default time is
longer or shorter than the base pulse.
Protocol Evaluation You can create a record of the formula evaluation.

 The evaluation will not be recorded.
 The evaluation of the formula is shown in dialog Formula Evaluation Pro-
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cess.
 “Process of Formula Evaluation” on page K-156

Display Formula You can have the formula syntax displayed.

 The formula syntax will not be shown.
 Opens the dialog Formula (name) where the syntax of the formula is shown
and can be copied.
 “Formula (Name)” on page K-155
[Evaluate] Starts the formula analysis.

Analysis always starts from the selected element in section Formula Object
(name). If no element has been selected, analysis starts from the main ele-
ment.
The result of the analysis is shown in field Result. If you have ticked the check-
box Protocol Evaluation, dialog Formula Evaluation Process appears.
 “Process of Formula Evaluation” on page K-156

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Time Formula Test – Formula Object

Properties
Master Data > Capacity Planning > Default Times > [Edit] > Formula Test >
Double-click on the formula object.
Fig. K-134 Time Formula Test - formula object properties
Dialog Time Formula Test – formula object properties serves to define the spe-
cial cases in which the formula shall be tested, e.g. for a sheet with a thickness
of 4 mm and a width of 2,500 mm. Length and thickness is entered in microm-
eters in this dialog.
Formula object properties
Name Name of the formula object.
Type Select one of the options Element or Processing.
Property Allocate a property. The list box lists all the factors you have added
to the formula for default time the properties of which can be edited.
Value Enter the value for the corresponding factors/vectors. Unit: Micrometer
for length and thickness.
[Add] Adds a new element to the Property list.

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[Delete] Deletes a selected element from the Property list.

Formula (Name)
Master Data > Capacity Planning > Default Times > [Edit] > [Formula Test] >
tick checkbox Display Formula.
Fig. K-135 Formula (name)
Dialog Formula (name) opens if you tick the checkbox Display Formula in di-
alog Time Formula Test. This dialog can help detecting possible errors in a for-
mula for default time.
Formula field The selected formula.
[Copy] Copies the formula e.g. to add it to an editor.

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Process of Formula Evaluation

Master Data > Capacity Planning > Default Times > [Edit] > [Formula Test] >
tick checkbox Protocol Evaluation.
Fig. K-136 Process of formula evaluation
Dialog Process of formula evaluation opens if you tick the checkbox Protocol
Evaluation in dialog Time Formula Test and click on the Evaluate button. This
dialog helps detecting possible errors in a formula for default time.
Formula field Analyses the selected formula.

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User-Defined Table Elements for (Name)

Master Data > Capacity Planning > Default Times > [Edit] > [User-defined el-
ements].
Fig. K-137 User-defined table elements for (name)
Dialog User-defined table elements for (name) can be used to define your own
elements for time formulas.
List of table elements List of defined table elements.
Properties
Name Name of the table element.
Type Table element type. The following options are available:

• Vector (one-dimensional)
• Table (two-dimensional
• Cube (three-dimensional)
Value 1 Opens the dialog Select limit where you can select a value.
The button Select value 1 is activated when you select a type from the list box
Type.
The button Select value 2 is activated when you select the type Table (two-di-
mensional) or Cube (three-dimensional) from the list box Type.
The button Select value 3 is activated when you select the type Cube (three-
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dimensional) from the list box Type.
Description Description of table elements.

[Save] Saves the data.
[New] Creates a new table element.

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Cost Calculation
Master Data > Capacity Planning > Cost Calculation.
Dialog Cost Calculation is used to define the costs for logical machines.
If your PPS- and ERP systems, e.g. A+W Production and A+W Business, have
been completely set up, the costs will be reported back to the ERP system.
 Tutorial, “Cost Calculation” on page K-82
Costs
Machine Physical machines for which costs have been defined. Double-click
on one of the fields to open the dialog Please select a machine from which you
can choose the required machine.
Technology List of logical machines. Double-click on one of the fields to open

the dialog Please select a technology where you can choose the correspond-
ing logical machine.
Labour costs Labour costs for the corresponding logical machines. Unit: Na-
tional currency. Double-click on the fields to edit them.
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Machinery costs Machinery costs for the logical machines in question. Unit:
National currency. Double-click on the fields to edit them.

Further costs Other costs for the corresponding logical machines. This cost
type can be used e.g. to define that protective clothes need to be worn at a
certain machine the costs of which have to be taken into account. Unit: Nation-
al currency. Double-click on the fields to edit them.
Comment Comments on the logical machines in question. Double-click on

the fields for editing.
[New] Creates a new entry for a machine.
[Delete] Deletes a selected machine.

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Transition Times
Master Data > Capacity Planning > Transition Times.
Fig. K-139 Transition Times
Dialog Transition Times serves to define the transition times between the indi-
vidual machines. You can define transition times in the common or express
grid. Shifts are defined either based on hours or shifts.
 Tutorial, “Transition Times” on page K-33
Machines
Machine 1 Logical machine from where the transition starts. Double-click on

a field to open the dialog Please select a machine in which the logical ma-
chines are listed.
Machine 2 Logical machine to which the transition is made. Double-click on

a field to open the dialog Please select a machine in which the logical ma-
chines are listed.
Type Defines whether this is a common transition time or express mode.
Duration ’h:m’ Minimum transition time. Unit: Hours and minutes. The mini-
mum transition time in hours and minutes is used if the field Shifts shows an
entry of 0.
You can enter the minimum transition time and the maximum transition time in
different units, e.g. a minimum transition time of 2 hours and a maximum tran-
sition time of 2 shifts.
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Shifts Minimum transition time. Unit: Shifts.

Maximum duration Maximum transition time. Unit: Hours and minutes.

Maximum shifts Enter the maximum transition time. Unit: Shifts. The entry
for the maximum transition time is added to the minimum transition time, e.g.
a minimum transition time of 1 shift and a maximum transition time of 3 shifts
results in a transition time of 1 to 4 shifts.
You can enter the minimum transition time and the maximum transition time in
different units, e.g. a minimum transition time of 2 hours and a maximum tran-
sition time of 2 shifts.
[New] Adds a new line to the Machines list in order to define a transition time.
[Delete] Deletes a selected line from the Machines list.

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Software Reference Shift Times
Shift Times
In addition to the default and transition times, production shifts are defined.
• “Shifts” on page K-164
• “Shift Calendar” on page K-165
• “Shift Plan” on page K-166
• “Shift Rule” on page K-168
• “Shift Group” on page K-170
• “(Logical Machine)” on page K-171
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Shift Times Software Reference
Shifts
Master Data > Capacity Planning > Shifts.
The following chapters deal with the Shifts dialog:
• “Shift Calendar” on page K-165
• “Shift Plan” on page K-166
• “Shift Rule” on page K-168
• “Shift Group” on page K-170
• “(Logical Machine)” on page K-171
Fig. K-140 Shifts
You can manage shifts in dialog Shifts by creating one or more shift plans. You
can define shift rules for every shift plan.
 Tutorial, “Shifts” on page K-15
Changing of shifts
Changing shifts is a major operation in capacity planning. Check the Pro-
duction Monitor to see if the changes were made correctly. In case of ques-
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tions please contact the A+W Software GmbH customer service.

Shift Editor
The Shift Editor includes the Calendar and the Shift Plan or several shift plans.
There is also a calendar view which gives you a general overview. You cannot
select dates in this calendar view.
Shift Calendar
Master Data > Capacity Planning > Shifts > Calendar.
Fig. K-141 Shifts, calendar
Define the non-working days in the shift calendar.
Calendar Defines the non-working days, e.g. public holidays.
Day Date of the non-working day.
Comment Description of the non-working day, e.g. Christmas day.
[New] Creates a new day in the Calendar. Use the list box to create a new
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Shift Plan.
[Delete] Deletes a selected day from the Calendar.

Shift Plan
Master Data > Capacity Planning > Shifts > Shift Plan.
Fig. K-142 Shifts, shift plan
The shift plan serves to manage the number of daily shifts.
Shift plan This is where a shift plan is created and managed, e.g. a two-shift
plan called 2-shift normal, or a three-shift plan called 3-shift.
ID Freely definable ID for the shift plan.
Name Freely definable name for the shift plan.
Active If a shift plan is not enabled it cannot be selected in dialog Campaigns

for Weekly Dates.
 The shift plan is not available for Weekly Dates.
 The shift plan is available for Weekly Dates.
Valid as from Opens a calendar field where you can choose the date from
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which the shift plan shall be valid.

Generate shifts
Options switch with the following functions:
• Use own shift calendar: Uses the calendar you have defined in the Shifts
dialog.
• Use calendar from ERP system: Imports a calendar from an ERP system,
e.g. A+W Business.
The list boxes serve to open calendar fields where you can define the start and
end date of the shift plan.
[Create] Creates a shift plan based on the master data you have entered.
When you create a shift plan or change it, the new data will be available only
after you have clicked on the [Create] button.
This button becomes active after you have assigned machines to the corre-
sponding machine group.
[New] Creates a new shift plan. The list box is used to create a new Shift rule.
Alternatively you can define a shift rule by means of the context menu of the
shift plan.
[Delete] Deletes a selected shift plan.

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Shift Rule
Master Data > Capacity Planning > Shifts > Shift Rule.
Fig. K-143 Shifts, Shift Rule
This is where the shift rules are managed.
Shift rule Rules for the individual shifts. Every shift rule can be assigned to a
shift group.
Name Freely definable name for the shift rule, e.g. Common early shift.
Start of shift Select the start of the shift.
End of shift Choose the end of the shift.
Capacity Shows the shift capacity according to the Start of shift and the End
of shift.
Shift number Enter the shift number.

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Days Select the weekdays on which the shift is run.

 The shift is not run on this weekday.
 The shift will be run on this weekday.

Generate shifts Options switch with the following functions:

• Use own shift calendar: Uses the calendar you have defined in the Shifts
dialog.
• Use calendar from ERP system: Imports a calendar from an ERP system,
e.g. A+W Business.
The list boxes are used to define the start and end dates of the shift plan.
[Create] Creates a shift plan based on the master data you have entered.
When you create a shift plan or change it, the new data will be available only
after you have clicked on the [Create] button.
This button becomes active after you have assigned machines to the corre-
sponding machine group.
[Delete] Deletes all shifts belonging to the selected shift rule, e.g. all shifts for
the shift rule Common early shift.
[New] Creates a new shift rule. The list box is not used at present.
[Delete] Deletes a selected shift rule.

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Shift Group
Master Data > Capacity Planning > Shifts > Shift Group.
Fig. K-144 Edit shifts, shift group
This is where you assign the registration points to the shift groups.
Edit Shift Group Assign the registration points to the shift groups.
Shift group name Choose the shift group for a registration point.
The name of the shift group always matches the name of the corresponding
shift plan, e.g. 2-shift normal.
Registration point number Registration point number.
Name Name of the registration point.
Shift group Shift group which has been assigned to the registration point.
You can change the shift group in the list box.
[New] Creates a new shift group. If a shift group already exists for a rule, this
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button has no function as a shift rule can only be assigned to one shift group.
[Delete] Deletes a selected shift group.

(Logical Machine)
Master Data > Capacity Planning > Shifts > Shift Group > (Logical Machine).
Fig. K-145 Shifts, (logical machine)
This is where the logical machines are assigned to a registration point.
(Logical machine) Properties of the selected registration point and the logi-
cal machines assigned to the registration point.
Number Registration point ID.
Name Name of the registration point.
Barcode Barcode of the registration point.
Machines Logical machines assigned to the registration point.
[New] This button has no function if you have selected a logical machine.
[Delete] Deletes a selected logical machine.

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[Accept] Saves the data.


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Software Reference Machine Organisation and Scheduling
Machine Organisation and

Scheduling
Machined can be arranged in groups to help planning the available times.
• “Machinery Groups” on page K-174
• “Load Distribution” on page K-175
• “Scheduling” on page K-176
• “BOM Configuration” on page K-177
• “Rescheduling” on page K-178
• “Machine Reallocation” on page K-181
• “Post-Processing Booking” on page K-182
• “Defective Orders” on page K-184
• “Changes to Scheduled Orders” on page K-185
• “Split Items” on page K-186
• “Production Monitor” on page K-188
• “Displayed Machines” on page K-192
• “Settings” on page K-193
• “Please Select an Order/Batch” on page K-196
• “Create new Filter” on page K-199
• “Machine (Name)” on page K-200
• “Adjust Shifts for (Machine)” on page K-201
• “Shift Properties” on page K-202
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Machine Organisation and Scheduling Software Reference
Machinery Groups
Master Data > Capacity Planning > Machinery Groups.
Dialog Machinery Groups allows arranging machines in groups and allocating

a number of persons. This way, a defined capacity applies to the entire ma-
chinery group. You can use this to create work areas like e.g. cutting, IG, or
dispatch.
Machines can be arranged in a machinery group only if the shifts of all ma-
chines in the group match.
When a machine is added to a machinery group, it automatically becomes a
bottleneck machine. The overload settings for the logical machine will be
adapted to the overload settings of all logical machines in the group.
 Tutorial, “Machinery Groups” on page K-90
Machinery Groups
Group List of defined machinery groups.
Persons Allocate a number of persons to the machinery group in question.

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Machines for the group ’machine group’

The field on the left lists the logical machines which can be added to a selected
machinery group. The list on the right shows the logical machines that have
been added to the machinery group.
[New] Adds a new machinery group.
[Delete] Deletes a selected machinery group.
Load Distribution
Master Data > Capacity Planning > Load Distribution.
Dialog Load Distribution defines the loads of the logical machines as a per-
centage of the physical machines. If two logical machines have been defined
for a machine, the 100% of the machine load can be distributed to the logical
machines, e.g. 50% each.
 Tutorial, “Load Distribution” on page K-98
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Load Distribution
Physical Machines Choose the machines to edit the load distribution.
Enable Check This checkbox offers the functions:

 The load distribution of the logical machines on the list cannot be edited.
 The load distribution of the logical machines on the list can be edited.
Scheduling
Display > Scheduling.
Fig. K-148 Scheduling
Dialog Scheduling is used for importing orders as XML data from A+W Busi-
ness or A+W Enterprise. When you open the Scheduling dialog, the orders will
be imported automatically; after completion, the actual time is shown in field
Status.
If the automatic import of orders is configured in A+W Production, you do not
have to open the Scheduling dialog. Data import will be run as a background
process in this case. You can trace the scheduling process in the A+W Serv-
iceMonitor.
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BOM Configuration
No changes in dialog BOM configuration!
Changes in the BOM configuration dialog are a severe interference with the
structure of A+W Production. You must never change the BOM configura-
tion dialog. In case of questions please contact the A+W Software GmbH
customer service.
Master Data > Scheduling > BOM configuration.
Fig. K-149 BOM configuration
Dialog BOM configuration can be used for editing the bill of materials.
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Rescheduling
Orders > Context menu > Processings > Context menu > Work Schedule >
Re-scheduling.
Batches > Context menu > Processings > Context menu > Work Schedule >
Rescheduling.
Fig. K-150 Re-scheduling
Dialog Rescheduling can be used for rescheduling processing steps for orders
or batches to other dates and machines.
1. Select the processing steps to be rescheduled

List of processing steps selected for rescheduling.
Order List of processing steps sorted by date and machine.
Item Item number of the processing step in question.
Production date Former date for which the processing step has been sched-
uled.
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Shift Former shift for which the processing step has been scheduled.
Work process Work process scheduled for the processing in question.

Logical machine Logical machine used for this processing.
Quantity Quantity produced by means of this processing step.
Machine Machine used for this processing step.
Part number Number of the BOM element.
Sequence Processing sequence.
ProcNo Processing number of the processing step.
Order information Defines whether purchased elements are involved.
In case of error use 'today' This means that a processing step will be
scheduled for the present date should an error occur at re-scheduling.
 If re-scheduling meets with an error, the processing will not be scheduled
for the present date automatically.
 If re-scheduling meets with an error, the processing will be scheduled for the
present date automatically.
Force scheduling You can force re-scheduling, i.e. the processing step will
be executed even in case of an capacity overload.
 Re-scheduling will not be forced.
 Re-scheduling will be forced.
Allow express grid You can define at re-scheduling that the processing
steps shall be executed in the express grid.
 Re-scheduling will be done in the normal grid.
 Re-scheduling will be done in express grid.
2. Select Date, Shift, and Machine

This field lists the machines and the corresponding shifts per workday.
[Selected machines] Not used at present.
[Settings] Not used at present.
[Change display type for all machines] Not used at present.
[Change display (shift, day, week)] Not used at present.
[Zoom in] Not used at present.
[Zoom out] Not used at present.
[Update view] Updates the list.

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[Given day of days backwards] Goes back in the view.
Start date Opens a calendar field in which you can choose the start date.

Days The number of days by which the buttons [Given number of days back-
wards] and [Given number of days forward] shall go forward or back.
[Given number of days forward] Goes forward in the view.
Filter input field Defines the filter criterion.
[Filter View] Not used at present.
[Remove filter] Not used at present.
[Change view] Not used at present.
3. Execute Re-scheduling
Select the mode to start re-scheduling Choose the mode in which re-
scheduling shall be executed. The following modes are available:
• Re-schedule entire BOM: The entire BOM for a processing step will be re-
scheduled.
• Only selected processing: Only the selected processing step will be re-
scheduled.
• Selected processing and all following: The selected processing and all fol-
lowing processings on the list will be re-scheduled.
• Selected processing and all previous: The selected processing and all pre-
vious processings on the list will be re-scheduled.
• Unconditional scheduling for selected processing: Re-scheduling has pri-
ority; other processing steps may be postponed.
Re-scheduling and shipping date

The shipping date is protected during re-scheduling to meet the require-
ments of the ERP system. The shipping date will be kept unless it is explic-
itly changed.
Please check with your colleagues in the production scheduling depart-
ment should you want to change the shipping date.
[Re-schedule] Executes re-scheduling based on the selected parameters.

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Machine Reallocation
Orders > Context menu > Processings > Context menu > Work Schedule >
Machine Reallocation.
Batches > Context menu > Processings > Context menu > Work Schedule >
Machine Reallocation.
Fig. K-151 Machine Reallocation
Dialog Machine Reallocation can be used for rescheduling processing steps

for orders or batches to other dates and machines.
If rescheduling is done by means of the Machine Reallocation dialog, the pro-
cessing duration will not be recalculated, nor will the costs and rules be
checked.
Logical routes Machines and logical machines which can be rescheduled.
Alternatives for reassignment

If you have selected a logical machine in Logical routes, field Alternatives for
reassignment lists the logical machines which are available and valid for re-
scheduling.
[Apply] Saves the data.

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Post-Processing Booking
Master Data > Post-Processing Booking.
Fig. K-152 Post-Processing Booking
Dialog Post-Processing Booking allows the post-processing and rescheduling

of orders which could not be scheduled successfully.
[Edit] Opens the dialog Defective Orders which permits to handle scheduling
problems.
 “Defective Orders” on page K-184
[Update] Updates the displayed data.
Status Status of the orders on the list. Is shown if you choose the option In-
valid order data in field Post-processing of.
Number of orders Number of orders with the same status. Is shown if you
choose the option Invalid order data in field Post-processing of.
Import file time stamp Date and time at which the order was scheduled.
Batch Batch number. Appears if you choose the option Changes of sched-
uled orders in field Post-processing of.
Job status Batch status. Appears if you choose the option Changes of
scheduled orders in field Post-processing of.
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Rack group Rack group assigned to the batch. Appears if you choose the op-
tion Changes of scheduled orders in field Post-processing of.

No. of items Number of items belonging to the batch. Appears if you choose
the option Changes of scheduled orders in field Post-processing of.
Modification text Comment entered in the ERP system which was trans-
ferred to A+W Production. Appears if you choose the option Changes of
scheduled orders in field Post-processing of.
Post-processing of
This is where you can choose the criteria for listing the orders:
Undefined articles (n orders) Orders containing undefined articles. The

number in the brackets shows how many orders are affected.
Undefined production article/thickness combinations (n orders) Or-

ders with undefined combinations of production articles and undefined thick-
ness combinations. The number in the brackets shows how many orders are
affected.
Undefined processings (n orders) Orders containing undefined processing

steps. The number in the brackets shows how many orders are affected.
Asynchronous problems (n orders) Orders with report problems. Report

problems can occur in the data transfer between an ERP system and A+W
Production. The number in the brackets shows how many orders are affected.
Changes of scheduled orders (n orders) Orders which have been

changed after scheduling. The number in the brackets shows how many or-
ders are affected.
Invalid order data (n orders) Orders with faulty order data. The number in
the brackets shows how many orders are affected.
Orders with reference status (n orders) Orders which have got a reference
status. The number in the brackets shows how many orders are affected.
Display by
This is where you can choose the options for sorting the orders on the list.
Order number Sorts the orders by order number.
Reason for post-processing Sorts the orders by reason for post-process-

ing.
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Defective Orders
Master Data > Post-Processing Booking > [Edit].
Fig. K-153 Defective Orders
Dialog Defective Orders allows defining what is going to be done with un-
scheduled orders. You can choose one of the following options:
Repeat data import The selected orders are rescheduled. You can use this
option e.g. in case of master data errors, e.g. if A+W Production has failed to
find a shift for the orders. This gives you the chance of correcting the error in
master data, e.g. by adjusting the shifts. After that, you can reschedule the or-
ders without importing the data again from the ERP system.
Force scheduling. Free capacity at bottleneck machines will not be con-

sidered in this case. The orders are rescheduled without taking the capacity
into account. This may affect your production because the existing capacity
could be exceeded, and other orders might be postponed.
Ignore scheduling. ATTENTION: Production dates will be set on "today"

for this item. All other orders and their delivery dates will be postponed.
Delete invalid orders. The system will NOT be able to schedule these or-
ders. Please check with order entry first! The orders are deleted from
A+W Production. To repeat scheduling, the orders have to be imported once
more from the ERP system.
Confirm calculated delivery date Accepts the new delivery date A+W Pro-
duction suggests for the selected orders. The orders are scheduled based on
the new delivery date conditions; the calculated delivery date is reported to the
ERP system.
Delivery dates should be changed only after checking with production sched-
uling!

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Changes to Scheduled Orders

Master Data > Post-Processing Booking > [Edit].
Fig. K-154 Changes to Scheduled Orders
Dialog Changes to Scheduled Orders can be used for defining what is going
to happen to unscheduled orders. You can choose one of the following op-
tions.
(Recommended). Cancel the existing item and accept the changes as a

new item in the pool. The order is rescheduled with a new item number.
Apply the changes to the pool. Please return the affected batches/PMO
master groups to the pool first The order data are imported again. You
have to dissolve the batches in question before choosing this option.
Cancel the change. The existing item remains unchanged. Cancels the
chance and keeps the existing data.
(Not recommended). Apply the changes to the existing batches. Please

first ensure that the changes will NOT affect the production. Not used at
present.
[Analyze change] Not used at present.

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Split Items
Display > Orders > Context menu > Processings > Context menu > Split Items
Fig. K-155 Split Items
Dialog Split Items is used for splitting order items.

 Tutorial, “Scheduling and Rescheduling” on page K-107
Selected items
The list contains the processing steps you have selected in dialog Process-
ings.
Order Orders which have been selected for splitting.
Item Number of items in the orders.
Sub item Number of sub-items in the orders.
Quantity Number of sheets in the orders.
New items
The list shows the split items.
Order Split orders.
Item Number of items in the orders.
Sub item Number of sub-items in the orders.
New item New item resulting from the splitting.
Quantity Number of sheets in the orders.

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[Remove] Deletes a selected item.

Split per item into / items This checkbox and input field define the number
of new items resulting from the splitting.
Create items with maximally / sheets This checkbox and input field define
the maximum number of sheets a new item may include.
Create per item an item with / sheets This checkbox and input field define
that for every item, a new item with a certain number of sheets shall be creat-
ed.
Split according to PMO result This checkbox defines that the items are go-
ing to be split according to the results of packing optimization.
[Split] Splits the items.

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Production Monitor
Display > Production Monitor.
Fig. K-156 Production Monitor
Dialog Production Monitor provides a general view of the current state of pro-
duction, showing the use of machine capacity per shift.
Selected machines Opens the Displayed Machines dialog.
Settings Opens the Settings dialog.
Change display type for all machines Changes the display for all ma-
chines. The following options are available:
• Proportional. Unit: Percent.
• Quantity. Unit: Pieces.
• Surface. Unit: Square metres.
• Weight. Unit: Kilograms.
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Change display (shift, day, week) Changes the display. The machine ca-
pacity is shown per shift, per day, or per week

Zoom in Enlarges the view.
Zoom out Reduces the view.
Update view Updates the view.
Given number of days back Goes back in the view.
List box: Calendar Opens a calendar from which you can choose the days
the machine capacity of which you want to see.
Days Enter the number of days to be shown in the Production Monitor.
Given number of days ahead Goes forward in the view.
Input field: Filter View Define the filter criterion.
Filter View Opens the dialog Please select an order/batch which is used for
filtering the view in the Production Monitor by orders or batches.
 “Please Select an Order/Batch” on page K-196
Remove filter Removes the filter.
Change view Changes the view. The following options are available:
• Show several days. Switch the Change view button to 'several days' and
choose a start day from the list box Calendar and in field Days, define the
number of days to be displayed.
• Show a day. Switch the Change view button to 'one day' and select the re-
quired day from the list box Calendar.
List of machines
This list includes all machines selected for the Production Monitor in dialog
Displayed Machines. Machines defined as bottleneck machines are shown in
red letters.
Context menu - list of machines

A click of the right mouse key on a machine will open the context menu.
Properties Opens the Machine (name) dialog where you can change the ma-
chine properties.
 “Machine (Name)” on page K-200
Shift properties Opens the dialog Adjust shifts for (machine) where you can
adjust the shifts for the machines in question.
 “Adjust Shifts for (Machine)” on page K-201
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Backlog status
Fig. K-157 Production Monitor, backlog status
The colored dots next to the machines show the backlogs:

• Green dot: No backlog.
• Yellow dot: Backlog which can be made up on the same day by using the
free capacities.
• Red dot: Backlog which cannot be made up for on the same day.
Context menu - backlog status

Click the right mouse key on a green, yellow, or red dot to open the context
menu.
Show backlog Shows the current backlog for the machine in question.
Display shifts
The bars represent the shifts. The shifts are allocated to the machines and
weekdays.
Fig. K-158 Production Monitor, shift display
Hatched The shift capacity was reduced.

 “Shift Properties” on page K-202
X The shift is inactive.

! The shift was set to Active for rush orders and is therefore only available for
rush orders.
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Orange marking The shift has been defined as a bottleneck.


Shift info
Position the cursor on a shift bar to display further information.
Fig. K-159 Production Monitor, shift info
The shift info provides the following information:

• Shift number: Number assigned to the shift.
• Capacity for date: Defines the times at which the shift is active on the se-
lected day.
• Scheduled: Defines the quantity scheduled for this shift. Unit: pieces,
square meters or kilograms depending on the Display type you have cho-
sen in the context menu - list of machines.
• Done: Shows the amount of the scheduled quantity that has been complet-
ed. Unit: Pieces, square meters, or kilograms, depending on the Display
type you have chosen in the context menu list of machines.
• Reservation total: Defines the reserved shift capacity. Unit: Percent.
Context menu – display shifts
Work schedule Opens the dialog Work plan: Selection from ALCIM Monitor
which provides a list of batches and orders.
Delete Deletes the selected shift from the Production Monitor.
Shift properties Opens the Shift Properties dialog where you can change the
properties of a shift:
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Displayed Machines
Display > Production Monitor > [Selected Machines].
Fig. K-160 Displayed Machines
From dialog Displayed Machines you can select the machines to be displayed
in the Production Monitor dialog, and in which sequence they are to be listed.
Machines defined as bottleneck machines are shown in red letters on that list.
Checkbox You can define whether a machine shall be displayed in the Pro-
duction Monitor dialog.
 The machine will not appear in the Production Monitor dialog.
 The machine will appear in the Production Monitor dialog.
[Arrow up] Moves the selected machine one line upwards.
[Arrow down] Moves the selected machine one line downwards.

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Settings
Display > Production Monitor > [Settings].
Fig. K-161 Settings, fields displayed by category
Dialog Settings serves to make the settings for the display in the Production
Monitor dialog, e.g. whether machine groups and backlog shall be displayed
and the colors for identifying shifts, bottlenecks, and overload.
[Categorized] Sorts the element by categories.
Other settings
Number of customer reservations in the tool tip Defines the number of

customer reservations to be shown in the Tool Tip. If you enter e.g. 5, the tool
tip will show the first five reservations. The remaining reservations are dis-
played as Others.
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Treatment of Machine Groups Defines whether machinery groups are to be

displayed.
Treatment of Backlogs Defines whether backlogs shall be shown.

Display
Processed Defines the color in which processed orders shall be displayed.
Update Time Defines the interval in which the display in dialog Production
Monitor shall be updated. Unit: Seconds.
Selected Shifts Defines the color for displaying the selected shifts.
Display capacity graphically Defines whether the use of capacity shall be

shown.
Automatic Updates Defines whether the display shall be updated automati-

cally.
Scheduled Defines the color for displaying scheduled orders.
Bottleneck Defines the color for displaying bottlenecks.
Bottleneck Colour Font colour for bottleneck machines.
Colour of indication icons Defines the colour in which indication icons shall
be displayed.
Intensity of 3D Effects Defines the intensity of the 3D effects displayed.
Shift Defines the colour for displaying shifts.
Display Hours Defines whether an hour grid shall be shown behind the
shifts.
Overload Defines the colour for displaying overloads.
Scheduled Defines the colour for displaying scheduled shifts.
Scheduled Work Processes Defines the colour for displaying scheduled

work processes.
Display Time Shows the time in the shape of a vertical line over the whole
Production Monitor.
Time Colour Defines the colour for displaying the time.
Detailed display
Work processes with finished primary products Defines whether work

processes with finished primary products shall be displayed.
Intensity of 3D Effects Defines the intensity of 3D effects for graphic ele-

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ments in the Production Monitor.
Production Release (quantity-based) Defines the colour in which quantity-

based production releases shall be displayed.

Production Release (time-based) Defines the colour in which time-based

production releases shall be displayed.
Display Status Defines whether the status shall be shown.
Unscheduled (quantity-based) Defines the colour in which unscheduled

shifts shall be displayed. The display is based on quantity.
Unscheduled (time-based) Defines the colour in which unscheduled shifts

shall be displayed. The display is based on time.
Scheduled (quantity-based) Defines the colour for displaying scheduled

shifts. The display is based on quantity.
Scheduled (time-based) Defines the colour for displaying scheduled shifts.

The display is based on time.
Primary Products Finished (quantity-based) Defines the colour for dis-

playing finished primary products. The display is based on quantity.
Primary Products Finished (time-based) Defines the colour for displaying

finished primary products. The display is based on time.

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Please Select an Order/Batch

Display > Production Monitor > [Filter View].
Dialog Please Select an Order/Batch allows selecting orders, batches, and
self-defined filters by which the view in the Production Monitor shall be filtered.
The dialog offers the following tabs:
• “Orders” on page K-196
• “Batches” on page K-197
• “Individual Filters” on page K-198
Orders
Display > Production Monitor > [Filter View] > tab Orders.
Fig. K-162 Please Select an Order/Batch – Orders
Tab Orders lists the defined orders.
Order number Number of the corresponding order.
Customer Customer for the order in question.
Order number Search for order numbers.
Customer Search for customers.
Number of records Defines the number of orders to be listed.

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Batches
Display > Production Monitor > [Filter View] > tab Batches.
Fig. K-163 Please Select an Order/Batch – Batches
Tab Batches lists the defined batches.
Batch Number Number of the batch.
Batch Description Description of the batch.
Batch Number Search for batch numbers.
Batch Description Search for batch descriptions.
Number of Records Defines the number of batches to be listed.

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Individual Filters
Display > Production Monitor > [Filter View] > tab Individual Filters.
Fig. K-164 Please Select an Order/Batch – Individual Filters
Tab Individual Filters lists the self-defined filters.
Name Name of the filter.
Description Description of the filter.
Batch number Not used at present.
Batch description Not used at present.
Number of records Not used at present.
[New] Opens the dialog Create new filter where you can define your own fil-
ters.

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Create new Filter

Display > Production Monitor > [Filter View] > tab Individual Filters > [New].
Fig. K-165 Create new filter
Dialog Create new filter can be used for defining your own filters for the search
in the Production Monitor. These filters are created in the database language
SQL.
Creating individual filters

Please contact the A+W Software GmbH customer service should you
need special filters for searching in the Production Monitor.
Name Name of the filter.
Description Description of the filter.
SQL Definition of the filter in database language SQL.

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Machine (Name)
Display > Production Monitor > Machine > Context menu > Properties
Fig. K-166 Machine (name)
Dialog Machine (name) serves to change the machine properties in the Pro-
duction Monitor.
Machine properties
ID Machine ID.
Registration point Machine's registration point in production data collection.
Name Machine name
Bottleneck Defines whether the machine is a bottleneck machine. Bottleneck

machines appear in red letter on the List of machines in the Production Moni-
tor.
Performance Refers to the machine's performance based on the unit defined

for the machine.
Display type Defines the unit in which the shift information displays the sta-
tus Completed. Available options:
• Percentage. Unit: Percent.
• Quantity. Unit: Piece.
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• Surface. Unit: Square metres.

• Weight. Unit: Kilograms.

Group Defines the machine group to which the machine belongs.
Misc.
Display logical machines Defines whether the Production Monitor also

shows the logical machines for the selected machine, e.g. for the machine
Drilling (i.e. drill).
Adjust Shifts for (Machine)

Display > Production Monitor > Machine > Context menu > Shift properties
Fig. K-167 Adjust shifts for (machine)
Dialog Adjust shifts for (machine) can be used for adjusting the shifts for the
corresponding machines for the weekdays.
Weekdays These checkboxes define the weekdays for which the shift adjust-
ment shall be valid.
 The shift will not be changed for this weekday.
 The shift will be changed for this weekday.
Shift number Enter the shift number.
Capacity Enter the shift capacity for the selected weekdays.

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Shift Properties
Display > Production Monitor > Context Menu > Shift Properties
Fig. K-168 Shift Properties
Dialog Shift Properties allows editing the properties of shifts for a certain date
and a machine.
Shift properties
Date The selected date.
Shift number Shift number.
Start Start of the selected shift. Unit: Date, time.
End End of the selected shift. Unit: Date, time.
Capacity Capacity of the selected shift. Unit: Hours, minutes.

You can increase or reduce the capacity of the shift. Reduced shift capacities
are hatched in the Production Monitor.
 “Display shifts” on page K-190
Status Shift status. The drop-down menu offers the following options:
• Active: The shift is available for the machine in question.
• Disabled: The shift is not available for the machine in question. The shift is
marked by an X in the Production Monitor in this case.
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• Active for rush orders: The shift is available only for rush orders for the ma-
chine in question. The shift is marked by an ! in the Production Manager in
this case.
Comment Comment on the corresponding shift.
Bottleneck Defines whether the shift is a bottleneck shift.

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Capacity Planning K
Section Index
A+W Production
Section Index Index: Capacity Planning
Index Capacity Planning

A – Display K-54
Add condition K-130 – Factors K-46, K-147
Add elements K-146 – Fixed elements K-46
Adjust shifts K-201 – Formula evaluation process K-156
– Formula object properties K-154
– Input help for vectors K-44, K-148
B
– Run time formula test K-55
Base Pulse K-43
– Select formula K-150
BOM configuration K-177
– Structure K-42
– Time formula snapshots K-151
C – Time formula test K-152
Campaign days K-133 – Use input help for vectors K-51
Campaign planning K-62 – User-defined table elements K-157
Campaigns K-62, K-131 – Vectors K-44, K-147
– Campaign days K-133 Default time formulas
– Define K-64 – Define K-48
– Define individual dates K-65 Default times K-40, K-142
– Define weekly dates K-67 – Exercises K-61
– Delete K-71 Defective orders K-184
– Delete date K-70 Define campaigns K-64
– Edit K-69 Define default time formula K-47
– Exercises K-72 Define default time formulas K-48
– Individual dates K-132 Define load distribution K-100
– Individual dates, weekly dates K-63 Define machinery groups K-92
– Weekly dates K-134 Define transition times K-36
Changes to scheduled orders K-185 Define weekly date K-67
Complete processings K-121 Delete campaign date K-70
Cost calculation K-82, K-159 Delete campaigns K-71
Costs K-82, K-159 Delete costs K-88
– Delete K-88 Delete default time formula K-53
– Edit K-87 Delete load distribution K-104
– Enter K-85 Delete machinery groups K-96
– Exercises K-89 Delete reservations K-79
Create default time formula from snapshot K-59 Delete transition times K-37
Create new filter K-199 Display default time formula K-54
Create processings K-121 Displayed machines K-192
Creation of processings K-119, K-128
– Add condition K-130
E
– Break down K-123
Edit campaigns K-69
– Execute K-121
Edit costs K-87
Edit load distribution K-102
D Edit machinery groups K-95
Default time formula K-40, K-42, K-143 Edit reservations K-77
– Add elements K-146 Edit transition times K-37
– Create formula from snapshot K-59 Enter costs K-85
– Create time formula snapshot K-57 Enter reservations K-75
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– Define K-47 Exercises

– Delete K-53 – Campaigns K-72
– Delete time formula snapshot K-59 – Costs K-89

Index: Capacity Planning Section Index
– Default times K-61 O

– Load distribution K-106 Order
– Machinery groups K-97 – Schedule K-108
– Reservations K-81 – Select K-196
– Transition times K-39
Expired reservations K-75, K-135
P
– Delete K-80
Post-processing of scheduling K-113, K-114,
K-182
F – Changes to scheduled orders K-185
Factors K-46, K-147 – Defective orders K-184
Fixed elements K-46 Processings
Formula evaluation K-156 – Break down K-123
Formula evaluation process K-156 – Create K-121
Formula for default time – Reschedule K-116
– Base Pulse K-43 – Split items K-186
– Copy formula K-155 Production monitor K-188
– Formula K-155 – Adjust shifts K-201
– Show formula K-155 – Create new filter K-199
Formula object properties K-154 – Displayed machines K-192
– Individual filters K-198
I – Machine K-200
Individual dates K-63, K-132 – Select batch K-196
– Define K-65 – Select order K-196
Individual filters K-198 – Settings K-193
Input help for vectors K-44, K-148 – Shift properties K-202
– Use K-51
R
L Reschedule processings K-117
Load distribution K-98, K-175 Rescheduling K-116, K-178
– Define K-100 – Execute K-117
– Delete K-104 – Post-processing of scheduling K-182
– Edit K-102 Reservation for machine K-138
– Exercises K-106 Reservations K-73, K-131, K-136
Logical machine K-171 – Delete K-79
– Delete expired reservations K-80
– Edit K-77
M
– Enter K-75
Machine
– Exercises K-81
– Define K-65
– Expired reservations K-75, K-135
– Enter K-65
– Select customer K-139
Machine organisation and scheduling K-173
– Select project K-140
Machinery groups K-90, K-174
– Weekly reservations K-137
– Define K-92
Run time formula test K-55
– Delete K-96
– Edit K-95
– Exercises K-97 S
Scheduling K-176
– BOM configuration K-177
N
– Changes to scheduled orders K-185
New machine K-65
3.01 / 01-2017
– Defective orders K-184

– Phase 1, backward scheduling K-110
– Phase 2, forward scheduling K-111
– Phase 3, detailed scheduling K-112

Section Index Index: Capacity Planning
– Post-processing K-113, K-114 W

– Schedule orders K-108 Weekly dates K-63, K-134
– Three-phase scheduling K-109 Weekly reservations K-137
Scheduling and rescheduling K-107
Scheduling phase 1, backward
scheduling K-110
Scheduling phase 2, forward scheduling K-111
Scheduling phase 3, detailed scheduling K-112
Select batch K-196
Select customer K-139
Select formula K-150
Select project K-140
Sequence K-129
Shift calendar K-165
Shift group K-170
Shift plan K-166
Shift properties K-202
Shift rule K-168
Shift times K-163
Shifts K-15, K-164
– Logical machine K-171
– Shift calendar K-165
– Shift group K-170
– Shift plan K-166
– Shift rule K-168
Split items K-186
T
Three-phase scheduling K-109
Tiem formula test
– Run K-55
Time formula snapshots K-151
– Create K-57
– Delete K-59
Time formula test K-152
– Formula object properties K-154
Time master data K-141
Transition times K-161
– Define K-36
– Delete K-37
– Edit K-37
– Exercises K-39
U
User-defined table elements K-157
V
Vectors K-44, K-147
3.01 / 01-2017

Index: Capacity Planning Section Index
3.01 / 01-2017

US AWProduction UM Capacity Planning

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Capacity Planning K

1.00 / 2007 Original version

1.10 / 2007 Change of chapter Work Plan

1.20 / 11-2007 Change of name (AWCapacity/Capacity Planning)

2.00 / 04-2008 Revision

3.00 / 08-2013 Initial creation of Tutorial and complete revision of

3.01 / 01-2017 Product and company names adjusted.

Notes on this Document

The documentation must be copied, completely or in part, saved in an archiv-

A+W Production Capacity Planning K-3

+49 6404 2051 0

+49 6404 2051 877

K-4 A+W Production Capacity Planning

Definition and Editing of Load Distribution ................................................... K-100

A+W Production Capacity Planning K-5

Scheduling and Rescheduling ......................................................................... K-107

Software Reference K-125

Changes to Scheduled Orders ........................................................................ K-185

K-6 A+W Production Capacity Planning

Settings ........................................................................................................... K-193

Section Index K-205

A+W Production Capacity Planning K-7

K-8 A+W Production Capacity Planning

The functions depend on the released modules

A+W Production Capacity Planning K-11

Hand-out Printing the tutorial documents for training purposes

PDF Complete documentation

Online help <F1> Dialog help functions

Overview Each training session starts with an overview of the

Concepts First, the concepts and terms of the corresponding

Exercises There are exercises featuring special tasks for some of

Cross-references At the end of each training session there is a section

K-12 A+W Production Capacity Planning

Italics mark character strings describing the software

Bold marks character strings to be entered via keyboard, e.g.:

> The so-called 'breadcrumb trail' shows how to open a

[] Square brackets mark the buttons in the dialog, e. g.

<> Pointed brackets refer to keys or shortcuts on the

A+W Production Capacity Planning K-13

K-14 A+W Production Capacity Planning

• Shifts define the time frame for the work.

Shift A shift is defined by means of a shift plan, a shift rule,

Calendar The calendar is used for defining the non-working days.

A+W Production Capacity Planning K-15

Shifts in Capacity Planning

Fig. K-1 Shifts

K-16 A+W Production Capacity Planning

The Production Monitor dialog is a graphic representation of the shifts.

Definition of Non-Working Days

 How to define non-working days

Fig. K-2 Calendar

A+W Production Capacity Planning K-17

 How to edit non-working days

Fig. K-3 Edit calendar

3 Select the field to be edited from the Calendar box.

K-18 A+W Production Capacity Planning

 How to delete non-working days

Fig. K-4 Calendar, delete non-working days

3 Click on the [Delete] button.

A+W Production Capacity Planning K-19

Draw up a Shift Plan

 How to draw up a shift plan

Fig. K-5 New Shift Plan