Setting up Production Scheduler

Environment

In PlannerOne Manager an "environment" corresponds to a Sage X3 production site.

Sage X3 endpoint

A Sage X3 endpoint is a connection point associated with a service. It gives you access to the administration platform (Syracuse), or to Sage X3 folders.

Do not confuse endpoints with Sage X3 folders.

Endpoints are managed in the Endpoints function (Administration > Administration > Endpoints > Endpoints).

Tenant

A Production Scheduler tenant corresponds to a Sage X3 endpoint.

Setting up Production Scheduler in PlannerOne Manager

Initializing sites

Once Production Scheduler is installed, you must initialize the production sites of your endpoint in PlannerOne Manager in order to make them available in Production Scheduler.

Make sure you have created all the production sites you need in Sage X3 before this step.

Reminder: SitesSites are managed in the Sites function (GESFCY) (Setup > Organizational structure > Sites). The Manufacturing check box in the Details section must be selected.

In PlannerOne Manager an "environment" corresponds to a Sage X3 production site.


To initialize a site:

  1. In PlannerOne Manager, go to the Production Scheduler Adapter tab.

    The In Production Scheduler column contains the status for the sites (False = disabled, True = enabled).

  2. Select the sites you want to initialize.
  3. Click Init environment from ERP.

    The sites you have selected are initialized, and data from Sage X3 is loaded. A progress bar indicates that data is being collected.


    Once the operation is complete, the sites are initialized and their status change to True. The list should refresh automatically, but you can click Refresh, if needed.


You can view the initialized sites in Sage X3:

  1. In Sage X3, open the Manufacturing > Production Scheduler > Production Scheduler function (FUNPSSCH).
  2. In the Site field, enter or select a site you have initialized in PlannerOne Manager.
  3. Click OK. The plan is loaded and displayed.

Additional actions in PlannerOne Manager

Below are additional actions you can perform in PlannerOne Manager. These are not required for the installation of Production Scheduler, but you may need to perform them at some point. The list is not exhaustive.

For more information on what you can do in PlannerOne Manager, refer to the PlannerOne documentation located in the <installation_path>\<version>\docs\Install folder.

Reinitializing a site

This resets any changes that have not been published yet.

When data needs to be reset, you must reinitialize a site:

  1. In the Production Scheduler Adapter tab, select the sites you need to reinitialize.
  2. Click Init environment from ERP.

Deleting a site

Deleting a site means disabling it and changing its status to False. To delete a site:

  1. In the Production Scheduler Adapter tab, select the sites you want to disable.
  1. Click Delete environment in PlannerOne.

Restarting, stopping or resetting the PlannerOne service

To restart, stop or to reset the PlannerOne service (rarely needed):

  1. In the Service name field of the Windows service tab, select the service name (the tenant you are connected to).
    2. Make sure you update the current tenant.
  2. Click Start, Stop or Reset, as required.

Analyzing errors

The Logging and Error list tabs show errors that might have occurred, and information related to PlannerOne execution. An administrator can analyze the data contained on these tabs to understand any issues that might occur during the PlannerOne execution.

Setting up Production Scheduler in Sage X3

To be able to use Production Scheduler, the following features must be set in Sage X3.

This setup can be done before or after the installation of Production Scheduler.

Badges: Read-only mode versus Edit mode

An end user that needs plan read-only rights must use the ERPSVIEW badge.

An end user that needs full edit rights (they need to update the plan) must use the ERPSPLAN badge.

Reminder: BadgesThe badge is defined in the Roles function (Administration > Users > Roles). The role must be linked to a group. The group must be linked to the Syracuse user that accesses Production Scheduler.

Manufacturing module

Open: Setup > General parameters > Folders | General

The Manufacturing module must be active (Installed modules block).

Your license defines the presence of the Manufacturing module, as well as the badges used to manage Production Scheduler.

POCOM and POPS activity codes

Open: Development > Data and parameters > Development setup > Activity codes

The POCOM (PlannerOne) and POPS (Production Scheduler) activity codes must be active.

Default workdays and unavailable periods

Open: Setup > Organizational structure > Sites | Details

Default workdays and Unavailable periods must be defined for the production site.

If no calendar has been defined for a work center, the Default workdays and Unavailable periods defined for the production Site are used.

DEFDIH general parameter

Open: Setup > General parameters > Parameter values

A time table schema value must be set for the DEFDIH - Default schedule parameter (GPA chapter, LOA group).

If no time table schema has been defined for a work center, this value is used.

  • Time table schemas are defined in the Time table schemas function (GESDIH).
  • Time table schema codes are set in the Weekly structures function (GESTWD).
  • A weekly structure is linked to a work center in the Work centers function (GESMWS) > Management section > Parameters block, Structure field.

Manual or automatic work order submission

Open: Setup > Manufacturing > Entry transactions > Work orders | Parameters

You need to define whether the work order is submitted for scheduling manually or automatically.

Select the Manual or Automatic radio button for the Production Scheduler mode field (Allocations block).

You can only choose a submission value if the Scheduling mode field is set to Automatic.