Using Scheduling Dates and Order Reports in Cetec ERP

Aug 21 2022

When your team starts paying closer attention to the production schedule, the next question is usually the same: how do you get what was sold onto the schedule, with realistic start and delivery dates, and how do you see all jobs together so you do not overload capacity?

In Cetec ERP, the schedule and the reports work best when dates are captured consistently at order entry. That gives planners a reliable way to compare orders, review projected dates, and spot conflicts early.

Enter Dates on Each Order Line

To show projected start and delivery dates for jobs sold, enter the relevant date fields on each order line as the order is created. Common fields to maintain are work start date, ship date, and dock date. If dates are missing or inconsistent, schedule views and date-based reports will not line up with what your team is actually trying to run.

Review Sales Orders and Date Columns in the Order List

Once dates are maintained on order lines, you can review them in the Order List at Sales > Orders > Order List. Configure the list to show the date columns you care about so you can scan projected start, ship, and dock dates across open work.

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Compare Jobs Using the Production Order List

For a production-focused view, check the Production Order List at Production > Orders > Production Order List. This report helps you review production orders in relation to each other so you can spot bottlenecks, over-scheduling, or idle capacity before the problem shows up on the floor.

Use Cetec ERP Support Content for Scheduling Setup

If you need deeper scheduling context or setup guidance, these pages are a good starting point: SCHEDULING OVERVIEW: https://cetecerp.com/product/feature-demos/scheduling/scheduling-overview.html and PRODUCTION SCHEDULING: https://cetecerp.com/support/documentation/prod-scheduling.html.

A practical way to find related answers is to use the search on cetecerp.com. Click the magnifying glass in the top right corner and search for the screen or report name you are working with.

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Key Takeaways

  • Maintain work start, ship, and dock dates on each order line so projected dates are reliable.
  • Use Sales > Orders > Order List to review order dates across sold work and filter by the columns you need.
  • Use Production > Orders > Production Order List to compare production orders and spot capacity conflicts.
  • Use cetecerp.com search to quickly find related scheduling documentation and setup instructions.

Conclusion

Scheduling visibility starts with consistent dates on order lines, then becomes actionable when your team reviews those dates through the Order List and Production Order List. Keeping those basics in place helps you project start and delivery dates with less guesswork and reduces surprises when work collides in capacity.