Using the Scheduling Module of MBA

Transcription

1 Create the Job and Import the Trusses (MBA) Using the Scheduling Module of MBA The process of preparing work for and entering it into the MBA Scheduling Module requires a number of steps. MBA The job is created here. Build a Batch Production groups are defined here. Scheduling Groups are placed in work centers (or Resources). The information contained herein was developed for a specific Scheduling user who did not use MBA for any other purpose besides scheduling. As such many of the steps outlined would not be required for companies fully utilizing MBA. (1) From the Jobs menu, select Create / Edit a Project. (2) Select the Create a New Project button. (3) In the Select Jobtype dialog box, select the OK button. Note: Make sure the Create a New Order radio button is selected. (4) In the Customer & Salesman Selection dialog box, select a customer from the dropdown Customer list and select the OK button. (5) In the Edit Number dialog box enter the job number and select the OK button. Note: Make sure the Change Order Number radio button has been selected. The job number must exactly match the job directory the trusses are stored in. The program will then switch to the Jobsite Info tab. (6) Enter a Job Name. This is a required field. (7) Select the Truss/Item List tab. (8) Select the Import from MiTek 2000 button. (9) Locate the job in the directory list. (10) Select the Select All >> button. (11) Select the Begin Import button. (12) Select the Close button. (13) Select the Close button to close the Create/Edit Project dialog box. Page 1 of 5

2 Create the Batches (MBA Build a Batch) (14) Select the Build a Batch icon from the MBA tool bar. (15) Key in the job number into the Master Job # text box and tab to the next field. The button next to the Master Job # text box may also be used to locate the job in a list. The trusses in the job should appear in the lower portion of the dialog box. The trusses in this view can be sorted either by using the Truss Sorting controls or by selecting the ID, Span, or Pitch column headings at the top of the truss list. (16) Select the New button to begin a new batch. The Sort File and Batch fields should automatically be populated with a default CyberSort sorting scheme and a Batch ID number. (17) Drag the trusses from the truss list on the left to the new batch on the right. When the batch is complete, select the Save button. (18) Repeat the previous two steps until all the trusses have been added to a batch. Select Quit when this has been accomplished. Batches can be changed by highlighting the batch in the Current Batches list and selecting the Edit button. Trusses can then be added and removed from the batch. Page 2 of 5

3 Scheduling (19) Select the Scheduling icon from the MBA toolbar. (20) Select the Jobs to be Scheduled from the Scheduling toolbar. After selecting this icon the Jobs to be Scheduled dialog box should open. Make sure the Batch radio button is selected. You should see the batches that have been created. (21) Select a day to schedule the batch by selecting a day (click on the date itself 15 for the 15 th, etc.) in one of the Capacity Utilization by Month dialog boxes. The Resource (or whatever Task the Capacity Utilization by Month dialog box is currently in) dialog box for that date should open, displaying all of the trusses or batches currently scheduled on that day. (22) Select the Resource to assign the batch to in the lower left corner of the Production / Date dialog box. Make sure Batches is selected in the Show section. (23) Drag the batch from the Jobs to be scheduled to the Resource / Date dialog box to assign this batch to this resource on this date. Once batches have been added to the Resource / Date dialog box selecting the Trusses radio button expands the view to show the trusses contained within the batch. Changing the Resource in the lower left corner allows assigning (drag and dropping) of other batches to different resources for this date. (24) When finished assigning batches to this date close the Resource / Date dialog box by selecting the Exit button. Page 3 of 5

4 Recording the Completion of Scheduled Work When work has been completed follow the steps below to mark the work as completed. All this activity takes place in the Scheduling module of MBA. (25) Open a Resource / Date by selecting a date from a Capacity Utilization by Month dialog box. (26) Set the Show radio button to Batches or Trusses. If the entire batch has been completed, this will be the quicker procedure. If some of the trusses (but not others) have been completed the Trusses view will allow the user to specify exactly which trusses were (and were not) complete. (27) Select the batch(es) or truss(es) that have been completed with selecting or shift -selecting them. (28) Drag and drop the selected trusses over the top of the check mark button. A Select a Date dialog box appears allowing the user to enter a date and a shift the work was completed in. Page 4 of 5

5 Breaking Up Groups of Trusses Sometimes a group of trusses is completed by two different shifts. Any group of trusses can be subdivided into two or more groups and logged as completed by different shifts. (1) Open a Resource / Date by selecting a date from a Capacity Utilization by Month dialog box. (2) Set the Show radio button to Trusses. (3) Select the truss in the list to break into groups. (4) Right click on the truss. From the menu that appears, select Split this Truss. (5) A Splitting the job dialog box appears. Enter the number of trusses in the first group and select OK. The program breaks the truss into two groups. Each can now be individually logged as completed by a given Resource on a given day by a given shift. Additional Notes as to defaults to be setup in MBA: 1. Tools, Options, Quote Input tab- check Auto Edit Invoice Number, Auto Edit Order Number, and Auto Edit Invoice Number. 2. Tools, Options, Management tab select the Order radio button in the Default Jobtype section. Page 5 of 5