Maintain Organizations

Edit the organization's data. The options are:

• Name: Name of the organization.

• Owner: The owner of the organization - only visible to system administrators.

• Type: Type of organization: Sandbox or Production - only visible to system administrators.

• Description: Description of the Organization.

• Timezone: Organization’s timezone.

• Default Unit of Measure: Default unit of measure for the organization.

• Default Committed Window: Number of days for which orders should be committed. Triggers message in scheduling to commit orders that are inside the committed zone.

• Default Planning Window: Number of days for which a schedule will be created.

• Default Production Rate Efficiency: The default percent of entered production rates that should be used to get the “actual” run rates.

• Default Start of Day (local time): The time considered to be the start of a day, in the local time.

• Default Shift Length: Optional. The default length of a shift. If not specified, Phenix will use Automatic Shift Length.

• Allow Run to Extend into Downtime up to: Allows you to set how long into downtime a run of an item can extend to complete it. Allows for planned overtime to prevent pauses in the middle of a run.

• Low Inventory Warning (Percent of Safety): When inventory for an item hits this percent of its safety stock, Phenix will show a low inventory warning.
  
  
  
  

During scheduling, sometimes wheel sequence must be broken. Phenix will ask for a reason for the wheel break, for historical tracking. This area allows you to determine what general reasons are selectable.

Selecting the box “Allow free-form entry of reasons” means that reasons other than what is available in this section can be entered for the wheel-break reason.

Available only to “Feature Admins”. This section is for information only.

Options:

1. Wheel Authoring: Enable the Product Wheel Authoring dashboard and features. Adds the “Wheels” item under “General” in the left-side menu.

2. Inventory: Enable inventory tracking and planning. Adds the “Inventory” item under “General” in the left-side menu.

3. Plan to Make: Enable Phenix’s planned order creation capability. Adds the “Plan to Make” item under “General” in the left-side menu.

4. Forecast: Enable Phenix’s forecast creation tool. Adds the “Forecast” item under “General” in the left-side menu.

5. Capacity Workbench: Enable the Capacity Workbench. Still in development. Adds the “Capacity” item under “General” in the left-side menu. Note that Default Committed Window (days) and Default Planning Window (days) must not be 0 for the Capacity Workbench data to calculate.

6. Production Workbench: Enable the Production Workbench. Still in development. Adds the “Production” item under “General” in the left-side menu.

7. Formatted export using template files: Enables Phenix to use unique export format, specified by template files.

8. Auto-adjust order quantity based on wheel schedule vs due date: Automatically adjusts order quantities when orders are scheduled before their due dates, to minimize inventory and synchronize Phenix with the MPS system.  See Adjusting Order Quantity for Wheel Sequence for more information.

9. Advanced, use actual due dates: Checked by default. Uncheck to use the end of cycles for the due date.

10. BOM 1 Export: Depreciated, should be unchecked. When selected, the export will include orders for bill of material items.

This section is where you enter mapping information for order import mapping.

1. This section will allow you to map fields from your system to the standard Phenix statuses:

   1. Unscheduled: Planned Order, which had not been scheduled yet and does not have planned start and end dates and times assigned. Will be scheduled in Phenix.

   2. Scheduled: Planned Order that had been scheduled and has planned start and end dates and times assigned. Can be rescheduled by Phenix.

   3. Committed: Process Order or Firmed Planned Order, that had been scheduled and should be protected from being changed by Phenix.

   4. Complete: Process Order that has been produced or technically completed and has to be excluded from the schedule.

   5. Cancelled: Process or Planned Order that has been cancelled (deleted) without production and has to be excluded from the schedule.

   6. Custom Attribute Pattern (Advanced): Advanced configuration of order status. Generally not needed for the typical user.

Import file value for each status should be defined here. These can be values coming from an ERP system or something simple like a repeat of Phenix order status (e.g. “unscheduled” for Unscheduled).