Visual Drag and Drop Scheduling Embedded in Dynamics NAV 2013

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1 I want you to PRINT THIS PAGE and TAPE IT TO YOUR WALL so you will remember to attend our very content-rich webinar. ~ Rick Baxter Visual Drag and Drop Scheduling Embedded in Dynamics NAV 2013 Date: Wednesday, May 22, 2013 (ID: ) Time: Fee: URL: Conf. Call: Duration: 10:00am Pacific / 11 MT / 12 CT/ 1:00pm Eastern Free and open to the Public Upon registration, you will receive a link & password Use Voice over IP (headphone & speaker) -OR- dial in. 60 Minutes + Q&A This Document: Tip: To Get the Most Out Of This Call: Print this Study Guide, so you can take notes during the call. SPECIAL NOTE: This webinar starts on time according to so please dial-in eight minutes early so you don t miss any content. Your courtesy is appreciated.

2 Rick Baxter s Dynamics NAV Secrets Series Production Scheduler for Dynamics NAV Manufacturing 3 Key Issues that we think you face every day: 1. Manually Scheduling - White Board, Excel Spreadsheet, Paper - Can t take account of all the factors 2. How to Share the schedule - Print Outs, Post on Board, Photo Copies 3. Duplicate Entry - Enter in both Excel and re-enter in NAV? Hence: Non-Productive Time!

3 How we address these issues with this product: 1. Automated Scheduling - Just like MRP makes purchase recommendations, your Scheduling Software make recommendations - The Master Scheduler accepts, rejects, or adjusts. 2. Make it Visual with Drag & Drop Adjustments - See you Schedule Graphically Displayed. - Your monitor or Big Screen in the Shop 3. Fully Integrated in NAV - Just accept the schedule or adjust if needed - Close a work period, Move an Operation, Change a Due Date, Change a Quantity. - Move the What if to Live with Publish. Goals for Today: 1. Software Orientation 2. Decide if this should be investigated more 3. Set appointment for next presentation and close

4 Bi-Directional Integration (Basic Training) Very Simple Daily Procedures: 1. Add your Production Orders as you do now. - Manual, Sales Orders, Forecast, MPS,.. 2. Any new Prod Orders just Show Up in PlannerOne. - See the Stand-by Section. 3. In your Working Plan (Not Published Plan) you Schedule. - Run the PlannerOne Scheduling option to move Ops. - Accept Recommendations or Adjust as desired. 4. Publish your target Schedule - Run publish to update the PlannerOne Dates in NAV. Here are the details (logistics): 1. New Production Orders immediately go into Stand-By for Scheduling Process. (Sources of Prod Orders)

5 Notice the Frozen Period above. (Typically 2 or 3 Days) Operations in the Frozen Period do not change, but new ops can be added. Let s see this in the live software. 2. Now run the Schedule from to move STAND-BY Prod Orders to the Schedule: Let s see this in the live software.

6 2.5 Either Accept the Schedule as Optimized or MOVE the Operations if needed. The Plan is the scheduler s Working Plan until he Publishes. NAV will not know of any changes until he Publishes. Your viewers will also not know of any changes until he Publishes. Viewers only see the Published Plan. Let s see this in the live software.

7 3. Once you are satisfied with the schedule, it is time to Publish the plan back to Dynamics NAV. How frequently should you Publish? As often as you want to. - Typically 1 to 10 X per day. Hence you are Re-scheduling and Adjusting as needed.

8 Visualization First think in terms of who will use the software: Scheduling Software is for your Scheduler. It helps him/her Visualize the operations in a Graphical Format with Drag & Drop Options. - Embedded in Dynamics NAV - Designed to make your Scheduler s job easier (not accountant) - A very interactive presentation of the ROUTER s date data Bonus: Sharing of the schedule - Post on a Big Screen in the Shop For use with NAV Manufacturing or Manufacturing Plus from Cost Control Software Five places to access the Gantt charts: 1. PlannerOne Desktop (Full Access) 2. Work Center Card (Resource Gantt Chart) 3. Machine Center Card (Resource Sequence) 4. Production Order Card (Resource Focus Gantt Chart) 5. Internet Explorer Outside of NAV (Open in a new window) Let s start with a review of the PlannerOne Desktop. - Not Leaving NAV, Display of Operations (Stickers)

9 Manage Schedule and Exceptions What happens during a typical Day: - Customer changes a Ship Date Push Out 2 weeks. PlannerOne Adjusts the Colors. Schedule can re-optimize other operations. - Customer chages a Ship Date 2 Weeks Sooner PlannerOne Adjusts the Colors. Schedule will re-optimize and show problems.

10 - Machine Breaks Down - Close the Period - Resource (Employee) does not show up for work (Sick/Vacation)

11 Summary Real Time Uses web services. Interacts with Microsoft Dynamics NAV functionalities, enabling real-time communications. Ease of Use Quick and Easy. It s more about Re-Scheduling than Scheduling. Make the schedule to accommodate real life. Graphical planning is easy to understand. Fully Integrated Works right out of the box. Simple integration and no data replication. Developed using the latest Microsoft technology (Visual Studio 2010,.Net4) and integrated into the Dynamics NAV. Key Functionality Bi-Directional Integration Visualization for Scheduler and Viewers Manage Schedule & Exceptions # 1 Reason to buy?

12 Contact Rick Baxter to ask questions Rick Baxter Cost Control Software Oak Road Carmel, IN (317) Learn more at: Schedule of future Webinars:

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