Plans and Autoplan
Schedule your factory builds/campaigns with ion plans
Please note that Autoplan is available as a paid add-on. Contact your customer success manager to learn more about pricing and how to enable Autoplan for your account.
An onboarding session is required to enable Autoplan. See Preparing to use Autoplan for more details.
What is a plan?
A plan is a grouping of milestones/schedules (plan inputs) for parts and tasks (plan items) required to fulfill those milestones. Plans enable you to track progress against a factory schedule.
Creating a new plan
Plans are initialized by creating at least a single plan input as shown below. Below that is the results section, where plan items can be added to the plan.
Plan items
Plan items can be added manually or automatically by using IONs MRP engine. To have plan items added automatically, move the plan to "In progress", click on "View MRP jobs" and click "Run MRP". It will take a few minutes for the job to run, but you can track the status in real time. Read about MRP in the next section to learn more!
You can manually create a plan item as well, as shown below.
A plan item represents a need for a part with optional start and completion dates. This need is fulfilled by linking a result, in the form of the inventory, runs, or purchase orders.
Plan items across all plans can viewed from the Plan results page by clicking the "See all plan items" button:
Plan items can be viewed here in flat or hierarchical format. Hierarchical will require clicking on parent plan items to display nested parts, while Flat will show all plan items.
Ready vs Not ready
Plan items for assemblies that have children will include a "Ready" or "Not ready" flag. "Ready" means that all child components are in inventory. This can be a helpful indicator when deciding whether to create a new run.
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