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Set Up Shop Calendars

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A work centre or machine calendar specifies the working days and hours, shifts, holidays, and absences that determine the centre’s gross available capacity, measured in time, according to its defined efficiency and capacity values.

As a foundation for calculating a specific work or machine centre calendar, you must first set up one or more general shop calendars. A shop calendar defines a standard work week according to start and end times of each working day and the work shift relation. In addition, the shop calendar defines the fixed holidays during a year.

The following describes how to set up work centre calendars. The steps are similar when setting up machine centre calendars.

To create work shifts

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Work Shifts, and then choose the related link.
  2. On a blank line, enter a number in the Code field to identify the work shift, for example, 1.
  3. Describe the work shift in the Description field, for example, 1st shift.
  4. Optionally, fill in lines for a second or third work shift.

Even if your work centres do not work in different work shifts, enter at least one work shift code.

To set up a shop calendar

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Shop Calendars, and then choose the related link.

  2. On a blank line, enter a number in the Code field to identify the shop calendar.

  3. Describe the shop calendar in the Description field.

  4. Choose the Working Days action.

  5. On the Shop Calendar Working Days page, define a complete work week, with the start and end times for each day.

    In the Work Shift Code field, select one of the shifts that you previously defined. Add a line for every working day and every shift. For example:

    Monday 07:00 15:00 1
    Tuesday 07:00 15:00 1

    If you need a shop calendar with two work shifts, you must fill it in in this manner:

    Monday 07:00 15:00 1
    Monday 15:00 23:00 2
    Tuesday 07:00 15:00 1
    Tuesday 15:00 23:00 2

    Any week days that you do not define in the shop calendar, such as Saturday and Sunday, are considered non-working days and will have zero available capacity in a work centre calendar.

    When all the working days of a week are defined, you can close the Shop Calendar Working Days page and proceed to enter holidays.

  6. On the Shop Calendars page, select the shop calendar, and then choose the Holidays action.

  7. On the Shop Calendar Holidays page, define the holidays of the year by entering the start date and time, the end time, and description of each holiday on individual lines. For example:

    04/07/14 0:00:00 23:59:00 Summer Holiday
    05/07/14 0:00:00 23:59:00 Summer Holiday
    06/07/14 0:00:00 23:59:00 Summer Holiday

The defined holidays will have zero available capacity in a work centre calendar.

The shop calendar can now be assigned to a work centre to calculate the work shop calendar that will govern all operation scheduling at that work centre.

To calculate a work centre calendar

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Work Centres, and then choose the related link.

  2. Open the work centre that you want to update.

  3. In the Shop Calendar Code field, select which shop calendar to use as the foundation for a work centre calendar.

  4. Choose the Calendar action.

  5. On the Work Centre Calendar page, choose the Show Matrix action.

    The left side of the matrix page lists the work centres that are set up. The right side shows a calendar displaying the available capacity values for each working day in the defined unit of measure, for example, 480 minutes. Each line represents the calendar of one work centre.

    Note

    You can also select to view the capacity values for each week or month by changing the selection in the View By field on the Work Centre Calendar page.

    To reflect the new shop calendar as a line on the selected work centre, it must first be calculated.

  6. Choose the Calculate action.

  7. On the Work centre FastTab, you can set a filter to only calculate for one work centre. If you do not set a filter, all existing work centre calendars will be calculated.

  8. Define the starting and ending dates of the calendar period that should be calculated, for example, one year from 01/01/14 to 31/12/14.

  9. Choose the OK button to calculate capacity.

Calendar entries are now created or updated displaying the available capacity for each period according to the following three sets of master data:

  • The working days and shift defined in the assigned shop calendar.
  • The value in the Capacity field on the work centre card.
  • The value in the Efficiency field on the work centre card.

The calculated work centre calendar will now define when and how much capacity is available at this work centre. This controls the detailed scheduling of operations performed at the work centre.

To record work centre absence

  1. On the Work Centre Calendar page, choose the Show Matrix action.

  2. On the Work Centre Calendar Matrix page, select the work centre and calendar day when the absence time should be recorded, and then choose the Absence action.

  3. On the Absence page, define the starting time, ending time, and description of that day’s absence. For example:

    25/01/01 08:00 10:00 Maintenance

  4. Choose the Update action, and then close the Absence page.

The capacity of the selected day has now decreased by the recorded absence time.

See Also

Set Up Base Calendars
Set Up Work Centres and Machine Centres
Setting Up Manufacturing
Manufacturing
Work with Business Central

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