Good news: with finishing step 1-3, you completed all your "data setup" work. Now, you are all set and can start building your production schedule with just plan it by adding and managing your sales quotes and orders in Business Central. Here is how:
Case 1: Adding one item to a sales order/ quote
Create a new sales order or quote. Please notice that the integration between Business Central and just plan it works exactly the same for sales orders and sales quotes. Going forward we just reference sales quotes on this page. However, the same also applies for sales orders. Having said this ... create a sales quote, and add an item for which you (a) set the replenishment method to "JPI-Job" and (b) defined a just plan it routing. In case of the below screenshot, the ATHENS desk (item no 1896-S) is of that kind:
Once you type in the quantity and leave the quantity field on the item line, you see these two arrows show up in the quantity field (highlighted in the screenshot). They tell you that currently your Dynamics 365 Business Central is communicating with just plan it. Precisely, the following is happening:
- When you add an item (with replenishment = "JPI-Job" and a defined "just plan it routing") to a sales quote/order, we automatically add this as a new job to just plan it.
- just plan it schedules this job ... and takes into account your capacity, your resource's availability and also the utilization of these resources by other jobs (with higher priority). Of course, we also make use of the routing information you defined (as of step 3 above).
- The result of the automatic scheduling in just plan it is that we know the finish time for the last task of this specific job. This is what we call the "planned end date".
- The planned end date is returned to Business Central and shows up in the item line (see below). In addition, just plan it also returns the production status. Initially, this is "planned" as the new job had just been added to the just plan it schedule. However, if you work with the just plan it Execute Mode and add shopfloor data to your schedule, this can also change to "started" or "finished".
All of this happens on the fly, and typically it takes a few seconds (and not much more) for just plan it to return the planned end date value and the production status to Business Central and to populate the respective field in the sales quote item line. With this, everybody working with Business Central can see when an item will be produced and what the current status is.
And by the way, in just plan it this looks as follows:
Of course, in just plan it you can reschedule this job and the tasks both via drag & drop and via triggering some more sophisticated automatic scheduling procedures (such as changing the priority, adding extra shifts or taking into account machine downtime). By the way: the "gap" e.g. between the first and the second task result from the fact that the resource required for task 20 is utilized for higher priority jobs already.
Last, but not least, please have a look at the name that we gave to the job in just plan it. It is 1016-10000-1896-S. This means that the just plan it job name always consists of three parts, which all come from Business Central:
- Sales order/ quote number (1016)
- Item line number (10000)
- Item number (1896-S)
This makes it easy for you to keep the reference between your Business Central sales order/quotes and the just plan it jobs.
Case 2: Adding multiple items to one sales order/ quote
For sure, you can also add multiple items to one sales quote. When you do this, the same mechanisms apply as outlined above. You just should know the following:
- We create a new just plan it job for each item that you add to a sales quote.
- That means you get a separate production end date for each item.
- In the sales quote (order) header, you also see a production finish date. This is the latest date of all of these separate production end dates of the individual items.
The below screenshot reflects this.