(July 27, 2017)

New Features:

  • Materials
    Grid: Show supplying warehouses

    • A new column
      was added to the Materials grid that lists all of the warehouses supplying each
      requirement.
  • Publish:
    Option to export dates in UTC

    • Publish has
      been changed to publish dates in UTC . A new publish option has been added to
      publish dates using the server’s local time. For backwards compatibility,
      existing scenarios will have this option enabled to maintain the same
      functionality. Note that viewing the publish data in the client will always
      show the user’s local time.
  • Allow
    a program to be specified and executed prior to import

    • Added the
      ability to run a program as the first step in the import process.
  • Capacity
    Intervals: Updating an individual interval will keep previous intervals in
    a series

    • This will help
      keep intervals more manageable when a single interval is changed. The full
      recurrence will be broken up into a series of intervals before the one modified
      and a second series of intervals after the one being modified.
  • Added
    the ability to adjust the height of the Campaign blocks

    • Added campaign
      sizing options to the gantt under capacity tools.
  • Plant
    User Permissions

    • Created new
      plant permission sets that can be applied to users. Allow configuring on a per
      plant basis.
    • Can Schedule
      Plant (will affect UI actions and visibility)
    • Can View Jobs
      (if not enabled, hide jobs from this plant from jobs grid and activity grid)
    • Can View
      Inventory (if not enabled hide inventory from inventory plant and CTP)
  • Automatically
    Export scenario when copying to new publish scenario

    • Added a new
      automatic publish option to export the new scenario when copying to a new
      publish scenario.
  • Jobs
    Grid: MO release columns

    • Added two new
      columns to the Jobs Grid to help see released jobs

      • Released: One of the following based on the MOs
        IsReleased status: None, Partially, Released.
      • EarliestRelease: The earliest MO release date.
  • Impact:
    Compare to more than last snapshot

    • Previously,
      impact analysis always compared the schedule before and after the last action.
      There is a new setting in the KPI options to configure which scenario snapshot
      is used to compare impact. New options include comparisons between now
      and: last import, last optimize, last compress, last publish, earliest action
      today, last user created snapshot, or a specific snapshot.
  • Undo,
    Redo: Add date to grid control

    • Added a date to
      the undo list.
  • Undo:
    Performance and management improvements

    • Memory used to
      store scenario history for undo and redo functionality has been reduced.
    • Undoset
      configuration has been simplified. There are now only two settings: the maximum
      duration each undo should take, and the memory limit to use for storing undo
      actions.
  • User
    Preference: Confirm delete of objects

    • A new user
      preference has been added to prompt the user for confirmation when deleting
      objects.
  • Add
    support to see Successor MO connections in JobWatch Gantt
  • Fixed
    Scrap Qty Enhancement

    • A new field
      ‘Planned Scrap Qty’ can now be set on operation material requirements. This value
      will be used when running CTP or MRP/MPS to increase required material
      quantity. This value is not scaled like Total Required Quantity and is a
      fixed amount added to the required quantity that is expected to be scrapped.
  • Publish:
    Allow for easy publishing only to analytics

    • A new Publish
      Analytics button on the main toolbar has been added to simplify the process of
      publishing just analytics.
  • Impact:
    Merge Impact control into grids

    • The impact
      control information has now been merged into the Jobs grid and Materials grid.
      The jobs grid has new columns relating to impact information for the latest
      change. This allows alerts to be created for recent changes. With added layout
      filters, the alerts can be customized based on any job property.  The
      materials grid now has a column for Shortage.
  • Import
    and delete users

    • User data can
      now be imported to create new users. Existing users will not be modified by
      imported values. New users can be set up with an initial workspace to load and
      initial user permissions.  Also, deleted users will be permanently removed
      from the system. A new user property called Active will replace the former user
      delete method. Users can be marked as inactive which will prevent login. Users
      previously deleted will be restored as inactive users.
  • Materials
    Grid: Migrate materials report to a pane

    • The materials
      report is now always available in a pane. The data will be refreshed after each
      schedule change. The new data grid has the same Layout, Alert,
      and Column functionality of other grids.
  • Campaigns:
    Allow gantt drag-drop of campaigns

    • Gantt campaigns
      can now be dragged and dropped using the Gantt.  Doing so will attempt to
      move all of the activities that are part of the campaign to the target resource
      and time.
  • Lot
    Code Constraint: New material constraint based on lot code

    • Custom lot codes
      can now be specified on operation products. This code will be used when a lot
      is produced from that operation. Eligible lot codes can be specified on
      operation material requirements to restrict which lots can be used for a
      material source. This allows for basic material pegging as well as other lot
      scheduling constraints.
  • KPI:
    Sales order KPIs

    • Two new KPIs
      have been added, Overdue Sales Orders and Overdue Sales Orders (%)
  • Production
    Plan Report: display data in buckets determined by cleanout intervals
  • MRP:
    Add option to run JIT Compress before generating supplies for each BOM
    level

    • Added an option
      to MRP OptimizeSettings called MrpJitCompress. If true, the MRP runs JIT
      Compress after each Optimize. The final Optimize that MRP runs, will not run a
      JIT compress. This will cause MRP to generate lower level supplies based on
      just in time schedule of the Jobs that consume them.
  • Allow
    custom bucket length in Production Plan view

    • New
      “Custom” option added.
    • New column for
      Item Group also added.
  • Scenarios:
    Data refresh and Clock advance individual scenarios

    • The refresh
      planning data and clock advance scenario buttons have been extended to allow
      the user to perform the associated action only on the current scenario, or on
      all scenarios. In addition, a new scenario offline mode has been added so a
      scenario can be set to not refresh planning data and/or not advance the clock.
      By default, the publish scenario will not refresh planning data
      automatically.  This new option will make it easier to verify incoming
      data or work in isolated what-if scenarios.
  • Lasso
    Select: Select block if any part of block is in lasso select

    • Lasso selection
      on the gantt (shift + mouse drag) will now select any blocks within the lasso.
      Previously it would only select blocks if the resource was completely lassoed.
  • Activity:
    New fields for same SetupGroup

    • There are two
      new fields to track quantity and run time of same setup groups. Sequential
      operations on the same resource with the same setup code will be considered one
      group.
  • Workspaces:
    Modify workspaces to save in the User

    • User workspace
      settings are now saved within the scenario and no longer need to be maintained
      using the client updater service. Template workspaces are still managed through
      client updater.
  • Jobs
    Grid: Add Current Path information to help identify when non preferred
    Paths are in use.

    • MaxCurrentPathPreference
      and CurrentPath have been added to the Jobs Grid. 
  • Add
    columns to Jobs List

    • The following
      columns have been added to the Jobs grid:
      Job.Product.Item.ItemType Job.Product.Item.ItemGroup PercentOfMaterialsIssued
  • Add
    fields to Material Requirements Report

    • Added
      “UnIssuedQty”: This is the quantity that still needs to be issued to
      the Operation for the Material. Calculation: Max(Qty-IssuedQty,0)
    • Added MO
      Product Name to report.
  • MRP:
    Excess production allocation

    • MRP can
      generate Jobs that produce more than is needed by the demand. This is usually
      due to batching constraints (BatchSize, MinNbrOfBatches, etc.) on the
      inventory. This can be problematic on Tank Resources, since the excess quantity
      will not be consumed and the tank will not become available until either the
      production is expired (if using shelf-life) or the end of the planning horizon.
    • New
      functionality is introduced to resolve this issue by increasing the
      quantity of the parent Job so that any excess quantity is consumed. A
      new field on on the Inventory called MrpExcessQuantityAllocation controls which
      parent jobs are adjusted to accept the increased allocation. The following
      values are permitted for this field:

      • None: Leave
        extra material as WIP in warehouse of on Tank. This is the default.
        LastParentJob: Allocate the remainder to the last consuming Job (by NeedDate).
        AllParentJobsEqually: Divide the excess quantity equally among the parent
        Jobs. AllParentJobsProportionally: Divide the excess quantity proprtional to
        the parent Job quantities.  
  • New
    fields on Activity Grid: Committed Start/End Date

    • Two new fields
      to help track schedule adherence.
    • Added
      CommitmentStartDrift =  ScheduledStartDate – CommittedStartDate
    • Added
      CommitmentEndDrift = ScheduledEndDate – CommittedEndDate
  • DataImport:
    Performance and error handling improvements

    • Import
      performance was significantly increased when importing a large quantity of objects.
  • ToolTip:
    Gantt Tooltip window usability update

    • The tooltip has
      been improved:

      • Tooltip is now
        more responsive, jumps less often, and fades away instead of disappearing
        abruptly.
      • Added 3 buttons
        to the tooltip to allow for pinning it to a specific location, a quick link to
        the tooltip labels, and copying the tooltip to clipboard.
  • Show
    operations in the Ready color in the Gantt if all un-issued material is
    scheduled to be satisfied by On-hand inventory.
  • Option
    for Operation Transfer Time to occur during the predecessor operation’s
    resource calendar

    • A new option
      configurable in Manufacturing Orders changes operation transfer time to use the
      predecessors online capacity instead of calendar hours. For example, if an
      operation completes at the end of a shift and has four hours of transfer time,
      the transfer time will not occur until the start of the next shift. Without the
      option enabled, the transfer time will start immediately and could be complete
      before the next shift starts.
  • Check
    for updated License Key and apply any changes automatically

    • PlanetTogether
      will check for updates to License Keys on daily basis and will apply any
      updates automatically. This avoid having to restart the services to update
      your keys, for example, when your maintenance has been extended.
  • Import:
    Improved performance

    • Improved import
      speed when importing Forecasts.
  • New
    KPI for “Late Units”

    • A new KPI has
      been added for Late Units which is calculated as: Sum Job.Qty across all Late,
      non-cancelled (open) Jobs.
  • Jobs
    Grid: New starts in days column

    • Added a new
      column that will help for the process of determining the jobs that are
      starting soon.
    • Starts In Days
      • Integer (round
        up)
      • Shows the
        number of days between the PT Clock and the Job.ScheduledStartDate
  • Added
    supply details in Material Requirements Report

    • The Material Requirements
      Report (opened from the Inventory Plan) now shows the qty coming from On-Hand,
      Jobs, and Purchases.
  • Diagnostics
    data for Support

    • A new setting
      has been added to Instances to control whether diagnostic information can be
      sent to help with support. If enabled, client support can more easily retrieve
      relevant data to assist in solving data related problems.
  • Display
    Jobs with TransferOrder or Forecast Classification as TransferOrder and
    Forecast in InventoryPlan

    • The inventory
      plot and adjustments grid will now correctly adjust for whether forecasts are
      included in inventory calculations. Jobs with classifications of TransferOrder
      or Forecasts will now show their type accordingly in the inventory plan.
  • Grid
    Summaries are now rounded
  • Client
    Sign-on: Run client from specified folder

    • The Client Sign-In
      program may be installed and run from a specific location instead of the
      current user’s appdata folder. This can be done by creating a shortcut to the
      PlanetTogether APS executable with the following argument:
      “\SkipInstall:” If installing the client from the Web-Installer, this
      shortcut will be created automatically.
  • Publish:
    New progress bar showing Publish Status

    • A new progress
      bar has been added to show publish progress. Each scenario will have its own publish
      status bar and messages indicating the current step of the publish process.
  • Activity:
    reported start and finish

    • Added the
      ability to report activity start and finish from the activity status dialog and
      the activity grid.
  • Users:
    Add settings to handle inventory and clear data buttons

    • Two new user scheduling
      permissions have been added to handle permissions to items that used to be
      handled by the CanMaintainResources option. CanMaintainInventory will allow
      access to purchase orders, sales orders, and the items grid. The
      CanMaitainScenarios option allows converting scenarios to the Live scenario,
      managing system wide options, and viewing certain logs.
  • Add
    a new Manfuacturing Order Property: “Days of Stock” and
    “First Shortage” to help prioritize in a make to stock
    environment

    • Four additional
      properties have been added to Manufacturing Orders.
      Days of Stock:
    • The remaining
      days from the APS clock until the primary product will be in shortage
      Days of StockExcludingForecasts:
      The remaining days from the APS clock until the primary product will be in shortage
      without taking forecasts into account
      First Shortage:
      DateTime when the primary product is first in shortage
      First ShortageExcludingForecasts:
      DateTime when the primary product is first in shortage without taking forecasts
      into account
  • Inventory
    Plan: Improved Plot and Layout

    • The inventory
      plan has been updated to allow for customization of the layout. The default
      layout has been changed so that they inventory grid is on the left side for
      more vertical space. Users may relocate inventory plan tabs in the same way
      that window pane can be maneuvered, although all of the tabs will remain within
      the inventory plan pane.
       
      The inventory plot has been enhanced to show more information and to be easier
      to view plot data. It is now easier to view when inventory is below the safety
      stock, over the maximum, and is expected to be in shortage.  Plot elements
      can be toggled on and off in the plot legend for more visibility. In addition,
      the plot can be zoomed in and out using the mouse scroll wheel. In addition,
      there is a chart range control that can be used to narrow or expand the plot
      view.
  • Generate,
    adjust, and view Forecasts

    • Forecasts view
      inside Inventory Plan displays forecasts for selected Inventories. Users can also
      generate, adjust or remove forecasts using this tool.
    • Three methods
      are available for generating forecasts:

      • Generate
        Forecasts based on Sales Orders through the User Interface
        Use this approach when Sales Order data is available in APS and you want total
        control around when and how to generate Forecasts. In Invenotry Plan, select
        the inventory you’d like generate Forecasts for and Select the Generate button
        from the Forecasts view.
      • Auto-generate
        forecasts any time Sales Orders are changed.
        With this approach APS regenerates forecasts automatically when Sales
        Orders are added, changed or removed. This feature can be turned on
        for particular Inventories by setting the following three properties: AutoGenerateForecasts:
        If true, APS auto-generates forecasts for this inventory when its Sales Orders
        are updated. ForecastingFrequency: Determines the interval of time between each
        forecast (weekly, monthly, etc.) when auto generating forecasts.
        ForecastingHorizon: How many forecasts to generate when auto generating
        forecasts.
      • Generate
        Forecasts manually through the user interface. If Sales Orders are not
        available in APS, you can create forecasts manually by selecting inventories in
        InventoryPlan and clicking Generate in the Forecasts view. Multiple forecasts
        can be created at once by specifying the quantity for the first forecast
        and how to calculate the quantity for the remaining forecasts being
        created. For example, starting with quantity of 10, increase by 5% or decrease
        by quantity of 1.
    • Approach 1 and
      2 that generate forecasts based on Sales Orders require access to
      PlanetTogether Forecast Service at https://forecastservice.planettogether.com.
      If internet access is not available, then statistical computing software R,
      should be installed and setup for forecasting.
    • Installing and
      configuring R
    • Follow
      these instructions if internet connection is not available and your
      installation of APS cannot access PlanetTogether Forecast Service (https://forecastservice.planettogether.com).

      • Download and
        install R: https://cran.r-project.org/bin/windows/base/ Run R graphical user
        interface (Rgui.exe) Run the following command in the Rgui:
        install.packages(‘forecast’,dependencies = TRUE) Perform these steps on
        any client PCs that might generate forecasts from the User Interface
        (approach 1) and on the APS server if auto-generating forecasts
        (approach2).
  • Inventory
    Plan: Add adjustable layout

    • Controls within
      the Inventory Plan can now be moved and docked. This will allow users to get
      the maximum visibility from the controls that are frequently used. These views
      are saved as part of a Workspace.
  • Tanks:
    Do not require a Warehouse to be specified for Store in Tank Products

    • Products stored
      in tanks are no longer required to have a Warehouse specified.
  • Dialogs:
    Save size and location

    • Most resizable
      dialogs will now save their size and location on the screen. If a dialog was
      saved on a screen that is no longer in use, it will be moved and resized to fit
      on the primary screen.
  • Publish:
    Remove SQL Management Objects (smo) as a requirement to update publish
    database

    • The publish
      process has been updated so that automatically updating the publish database no
      longer requires SQL Management Objects installed on the sql server
      machine. Also, missing tables will be automatically created in addition to
      missing columns and extra columns.
  • Add
    shift cost option to Capacity Plan

    • Added a new
      Capacity Plan option that calculates costs of shifts that are utilized.
  • Improve
    linking between Gantt and Activities list

    • A new option
      has been added to the Activities Grid to automatically match the resources and
      activities selected in the Gantt. An option has been added to the Gantt
      resource right click menu to display the activities running on that resource in
      the activities grid. A similar item has been added to the Gantt right click
      menu to select the highlighted gantt activities in the Activities Grid.
  • Resources:
    New setting to hide from gantt and activity grid in all departments view

    • Resources can
      be marked to be displayed when only its department is displayed and not in
      lists showing all departments. This setting can be used to hide resources from
      the full plant gantt but still show it in the department tab. Also applies to
      the activities grid.
  • MRP
    and Tank Scheduling: Generate Tank Jobs

    • MRP and Tank
      scheduling are now compatible. To setup a model capable of generating Jobs for
      Tanks, Create a “dummy” Warehouse and set its TankWarehouse property
      to true. Create an Inventory for the Tank Item in Warehouse created in (1).
      Setup to generate Jobs as usual. Template should produce a StoreInTank product
      to this Warehouse. Demands (MaterialRequirements) should also pull from this
      Warehouse.
  • Activities
    Grid: JIT Column

    • Added operation
      JIT date to the activities grid.
  • UI
    Improvements

    • Many UI
      elements have been updated to provide a better user experience. When selecting
      a date and time, a new control allows users to quickly select today’s date, the
      current time, and remove the time. Also, if a date has not been set, the
      control will not display a date in the past; instead it will notify the user
      the date has not been set.
  • Inventory
    Plan: New grid columns

    • DaysOfStock,
      Lowest Planned Inventory, and Highest Planned Inventory fields have been
      added.
  • Workspaces:
    Save last used layout for each grid

    • Grids will now save
      the last active layout used. That layout will automatically be loaded when
      loading the program or switching workspaces.
  • Add
    expiring inventory visibility

    • Inventory Lot
      details have been added to the Inventory Plan for visibility of lot
      expirations. The Inventory Plan has two new columns showing total quantity
      expiring and quantity expiring within the short term span.  The
      adjustments grid has a new row showing Lot expirations. The Inventory Plot will
      list and reflect inventory that has expired.
  • Publish:
    Add adjustment reason to publish database
  • Activities
    Grid: New External Fields

    • Job, MO,
      Operation, and Resource External Ids have been added.
  • Versioning:
    Change version number system

    • The versioning
      system has been changed to be more readable and useful. It will now be
      [Major].[Compatibility].[Minor].  For example 11.0.1
    • An increase to
      the major version number represents significant feature modifications or new
      features.
    • An increase to
      the Compatibility number means that older versions cannot load a newer versions
      scenario files.  For example, when using version 11.0.1 and upgrading
      to 11.1.1, will result in the 11.0.1 version no longer being able to
      load data from the newer version.  However an 11.0.1 version could load
      data that was modified in 11.0.2. This also means that the import and
      publish databases associated with these versions are compatible.
    • An increase to
      the minor version indicates minor changes and bug fixes.
  • Impact
    Analysis: Add capability to track items that left or entered frozen span

    • The Impact Analysis
      will now show a list of jobs that moved out of the frozen span and a list of
      jobs that moved into the frozen span as a result of the last action.
  • Additional
    split and join commands available on gantt

    • Added split and
      join commands to the gantt right click. Previously these commands were only
      available with keyboard shortcuts.
  • Grids:
    Layout improvements

    • Layouts can now
      be managed in the following grids:

      • Purchase Orders
      • Sales Orders
      • Plants/Departments/Resources
      • Capabilities
      • Capacity
    • Layouts will
      now be saved in the following grids:

      • All grids in
        the Job Details dialog
      • Attributes
    • Layouts will
      now use less memory and load faster.
  • Grids:
    Enhancements

    • Activity,
      Inventory, and Jobs grids loading speed significantly improved.
    • Clear All
      Filters button has been added to the column right-click menu.
    • ActivityGrid
      performance improved.
    • ActivityGrid
      will now highlight the Sort By Scheduled Start button when the top grid is not
      sorted by scheduled start date.
  • SMTP:
    Add configurable email server to Instance Manager

    • Support emails
      and logs will now be sent using the SMTP server configured in
      InstanceManager.  Server configurations and destination emails can differ
      between instances.
  • Add
    supplied Job Sales Order property

    • Added new Job
      field: SuppliedSalesOrderJob. It contains the Job Name for supplied Jobs
      that are of Sales Order Classification.
    • Added new Job
      field: SuppliedSalesOrderJobDetails: Details for supplied jobs
  • Set
    Job Values: Additional properties

    • Many new job
      values can now be updated for multiple jobs at once with the Set Job Values
      screen. New values include: Priority, MO Quantity, Classification, Hot, and
      many other flags.
  • Purchase
    and Sales order improvements

    • A new Purchase
      Orders pane is available for better management of purchases. The new grid
      allows for advanced layouts and alerts, creating purchase orders, and
      displays additional information such as overdue purchases.
    • A new Qty
      Received value has been added to purchase orders that represents the amount
      received to inventory. This can be used to track orders where the received
      quantity was different than the quantity ordered.
    • Purchase orders
      have additonal validation: There must be some amount ordered or received.
    • A
      new Sales Orders pane is available for better management. The new grid
      allows for advanced layouts and alerts, creating sales orders, and
      displays additional information such as overdue orders.
    • A new
      QtyShipped value has been added to sales orders that represents the
      amount already shipped. This can be used to track orders where the shipped
      quantity was different than the quantity ordered.
  • KPI
    visibility kept when copying scenario

    • When copying a
      scenario, the KPI visibility settings of the newly created scenario will match
      the scenario being copied. Changes made to either scenario’s KPI settings will
      be saved just to that scenario.
  • Templates
    Pane

    • Templates now
      have their own grid. Templates can be created, deleted, generated, and copied
      from the grid.
    • The Templates
      grid can be accessed from the Windows Tab -> Show Pane dropdown, or in the
      New Features tab.
  • Grids:
    Refresh Automatically Option

    • Several grids
      now have an a setting called Refresh Automatically. When disabled,
      the grid will only reload data when the user switches layouts, or clicks on the
      highlighted area of the grid. The highlighted area will be displayed when the
      grid does not have the latest data.
  • Grid
    performance update

    • The following
      grids will load data faster: Jobs, Templates, Activities, Inventory. The grids
      will also allow the user to cancel the current load, in which case the grid
      will display data loaded so far.
    • The listed
      grids will also load without stopping the user from working with the
      system while the grids are loading.
  • Allow
    resource requirements to start at Run

    • Helper resource
      requirements can now be configured to start and end at different times than the
      primary resource. ResourceRequirement’s new fields UsageStart and UsageEnd can
      be used to specify when a resource is needed.  For instance if a worker
      were required for setting up an operation, his resource requirement’s UsageStart
      and UsageEnd would both be set to Setup.If a difference worker were required to
      running an operation, his resource requirement’s UsageStart would be set
      to Run and UsageEnd would be set to Post-Processing , Storage, or Storage Post-Processing.
  • Visual
    Factory: New Feature

    • Visual Factory
      allows for automated displays for use on the Shop Floor, department offices,
      and more. Additional information can be found at: http://www.planettogether.com/visual_factory
  • Gantt
    Line texts can overlap

    • Gant line label
      readability has been improved. Line descriptions avoid colliding with each
      other and now have a background so they are easier to read when there are other
      items on the gantt behind the text. The text is also slightly larger.
  • What-If
    Analysis: Ability to select which scenarios are compared on the compare
    scenario screen

    • Only scenarios
      selected in the grid will be compared.

Corrected Issues:

  • Job
    Values changed to unrelated messages

    • Fixed an issue
      where certain job values could be changed automatically to unrelated messages
      when saved.
  • CTP
    Jobs not preserved during MRP when option is set to TRUE

    • Fixed an issue where
      CTP jobs could be deleted during MRP if the associated sales order was deleted.
      Also CTP jobs will be created with Estimate status and MRP jobs will be created
      with Planned status.
  • CTP
    always uses User’s Optimize settings even if the User settings specifies
    using Scenario (global) Optimize Settings
  • Warehouse
    delete: missing validation
  • Can’t
    create modify capacity intervals’ date range

    • Fixed an issue
      that prevented Recurring Capacity Intervals from being started at an earlier
      date once already created.
  • CTP:
    Quick ctp from inventory plan improved

    • The Drag-Drop
      from the inventory plan to the gantt creates a job using CTP. This job now
      takes into account JIT buffers and new CTP features.
  • Safety
    Stock Warning Level cant be set through import
  • Adjusting
    Resource (Cycle) Efficiency does not effect scheduled run span hours

    • In several
      areas reporting run spans for operations, different values are now displayed.
      Calendar duration values represent the length of time from start to end.
      Standard duration values represent the amount of online time that is expected.
      Scheduled duration values represent the actual time that the operations spent
      on online capacity. The Scheduled durations take into account resource
      modifiers and product rules.
  • Scenario
    History pane improved

    • Scenario
      History pane has been improved. Information will be refreshed automatically,
      the data grid is more customizable, and readability has been improved. The
      Scenario History pane has replaced the Performance History and Job
      Changes screens.
  • Material
    Availability – New Field

    • The Materials
      grid AvailableDate column will now show the earliest time at which there is
      excess material available to satisfy the requirement.  The Activity grid
      has a new column EarliestMaterialAvailability that represents the earliest
      point in which all material requirements can be satisfied. Moving the operation
      to this time would not use material planned for other operations. Gantt hints
      now includes a new line for the operation’s Earliest Material
      Availability.
  • Grids:
    attribute columns display color if no code is provided and even if number
    is not the default

    • Attributes are
      now displayed in grids using three separate columns. One each for Color, Code,
      and Number.
  • Inventory
    Plot shows incorrect “Issued Quantity”.
  • Data
    publish: NullReferenceException when publishing data
  • Gantt
    Campaigns improved

    • Fixed several
      minor issues with Gantt Campaigns displaying incorrectly. Also updated
      campaigns to not span cleanout intervals and to display the MO product color.
  • Grids:
    Export to Xml function does not work
  • Set
    Job Values: Jobs pane does not refresh after setting the reviewed field
  • Splash
    screen indicates that the license has expired but system does not go into
    readonly mode.
  • Buy
    direct materials not showing on operations
  • Tank
    Plots: Update tank plots for performance and better drawing

    • Tank plots are
      now shown within the process segment on the gantt. The plot will draw extra
      information in place of the standard storage segment. New information includes:
      Material post processing duration, remaining storage after withdrawals, Storage
      release timing, and highlighting if lot controlled material expires.
  • MRP:
    MRP Cutoff changed to duration from clock

    • MRP cutoff is
      now specified as a duration instead of a specific date. Duration can be
      specified as the Short Term span, the Planning Horizon, a specific duration, or
      no cutoff.
  • FailedToSchedule:
    omitted operations prevent job from scheduling

    • Fixed an issue
      that could cause jobs with operations omitted out of order to fail to schedule.
  • Optimize
    Rules does not stay set in UI
  • Labels:
    Storage label disappears after client restart

    • Storage and
      StorePostProcessing gantt labels are now saved.
  • Job
    Watch Gantt: Job doesn’t stay selected, when selecting different view
    options
  • Undo/Redo:
    Previous error messages are shown again

    • Error messages
      will no longer be shown from action being undone or redone.
  • Alerts:
    Alerts disappear when opening two instances at same time
  • NullReferenceException
    when running CTP with a Template that has multiple ManufacturingOrders
  • Capacity
    Tools – Table – ResourcesUsing is incorrect for “Overtime”
    intervals
  • Redo
    actions are not cleared when a new action is performed
  • Publish
    by Resource includes all resources, not just the ones selected.
  • Forecasts
    – allows multiple records with same external id. Compounds the quantities.
  • Capacity
    Plan: Number of People Calculations

    • The Capacity
      Plan will now accurately calculate capacity when there are capacity intervals where
      number of people is not 1.
  • Error
    logs from one instance are displayed in another instance after login

    • The
      PlanetTogether client folder used to store client logs and user data has been
      changed from “PlanetTogether, Inc” to “PlanetTogether Inc”
      to be more friendly with external programs.  The logs folder within
      PlanetTogether Inc will now also differentiate between instances for the same
      version to keep client log files for each instance separate.
  • Find
    in the Activities Grid goes to the wrong Resource if the Activity uses
    multiple Resources

    • Finding an
      activity on the gantt from the activity grid will now find the activity on the
      resource selected in the activity grid instead of the primary resource.
  • ImpactControl:
    Null reference exception

    • Fixed an issue
      that could cause the Impact Monitor to get an exception on clients with slower
      CPUs.
  • Hidden
    resources list on gantt prevents Multi-move of orders

    • The resource
      grid on the Gantt can no longer be completely minimized.
  • Operation
    requiring more multi-tasking resource attention than available in the
    plant causes gaps in the schedule.

    • If an operation
      requires more attention of a capability supplied by multi-tasking resources
      than is available, the job will fail to schedule and leave gaps in the schedule.
    • Resolution: If
      this condition is found after an optimize, an additional optimize will be
      performed to make use of the gaps.
  • Traveler
    Report: very slow to open with large inventory

    • The report now
      opens faster.
  • Changes
    made to gantt toolbar are not there when restarting client

    • Toolbar saving
      has been improved for major controls. When customizing a toolbar, the tools
      that can be moved are highlighted in yellow. Additional toolbar settings are
      saved including grouping and visibility.  The advanced customization
      dialog has been simplified.
  • Multi-tasking
    resources blocks are too short

    • It’s possible
      for a block scheduled on a multi-tasking resource to be too short. For example
      in the case where an operation’s NbrOfPeople=2 and UseNbrOfPeople=UseSpecifiedNbr,
      but the capacity interval it ends up being scheduled on has NbrOfPeople=1, the
      block should take twice as long.
    • Resolution:
      Fixed
  • The
    Undo list in the menu shows the wrong time in the Timestamp column. It’s one
    hour earlier than the actual time the action happened.

    • Fixed in issue
      with Daylight Savings time that would display actions performed on the scenario
      at an incorrect time.
  • The
    Run lable of the Gantt text shows in the Setup portion of the block

    • The Setup
      portion of the Gantt label Process no longer displays the label text from other
      process stages.
  • Cannot
    edit Alternate Paths order. Save and Close reverts back to old settings

    • Fixed an issue
      where the alternate path successors could not be modified on unscheduled jobs
      and templates.
  • MRP:
    Firm jobs will no longer need date changed to match demand

    • Previously,
      MPS/MRP could change need date of jobs that did not have a commitment status of
      Released. It would do so in order to satisfy demand from currently scheduled
      jobs. Now, MPS/MRP will not change need dates of jobs with commitment status of
      Firm in addition to Released.
  • Activities
    grid layout loads old UDFs. Switching back and forth between layouts fixes
    issue

    • Fixed an issue
      that would cause grids to load UDF and Attribute columns to the right of other
      columns regardless of how they were saved in the grid layout.
  • Number
    of items matching an Alert is incorrect

    • Fixed an issue
      where the alert count would be incorrect when using DoesNotContain,
      DoesNotEndWith, or DoesNotStartWith
  • System
    may freeze if there are multiple warehouses

    • If there are
      multiple warehouses, it’s possible for the system to freeze.
  • PlantsGantt:
    Resource heights not initially loading

    • When loading
      the gantt initially, there was a case where the resource grid row heights would
      not be updated.
    • Also fixed an
      issue with the sorting not being applied when switching gantt tabs.
  • Instance
    Manager – Have to always click start service button twice to show instance
    starting progress bar
  • Instance
    Manager crashes after clicking Licenses
  • Performance
    Improvement: Skip unnecessary refreshes of Jobs Pane
  • Set
    Job Values dialog: Make “Leave Current Values” the default
    choice for Commitment property
  • Jobs
    grid displays dates in universal time
  • InventoryPlan:
    Checkboxes for controlling which supplies to show change when moving from
    one row to another
  • Undo
    Button is Greyed out at times even though undo actions are available
  • User
    Interface Error when moving a block on the Gantt
  • The
    system might lock up if on hold is in use

    • If Jobs or Manufacturing
      Orders are on hold, the system might lock up.
  • Client
    desynchronized error

    • This could
      happen if Successor Manufacturing Orders were defined. Fixed
  • Analytics
    Dashboard doesn’t run SQL command
  • Gantt
    Display Status.Material Source Unknown

    • Gantt blocks
      will now show Materials Available if all materials have been issued.
  • AllowedHelpers
    import creates Allowed Helper relations for all Resources imported even if
    a Resource no AllowedHelpers are imported

    • Import was
      creating an empty set of allowed helpers making no Resources eligible
      to be helpers for a Primary.
  • Incorrect
    JobResourceBlockIntervals.ScheduledEnd field on Helper Resource blocks

    • When there is
      an operation with both a primary and helper resource, the
      JobResourceBlockIntervals record for each shows the same value for
      ScheduleEnd, even if the helper ends prior to the end of the primary.
  • PublishHorizonEnd
    field in APS_Publish Schedules table is not set correctly

    • This field was
      always being set to the maximum value of 9999-12-31 23:59:59.997. It is
      now set so that it corresponds to the date after which Activities will not be
      published (this is a Publish Options setting).
    • Also, there’s a
      new field in the Schedules table called PlanningHorizonEnd which corresponds to
      the end of planning horizon (a setting in System Options).
  • Helper
    resources may change when an expedite is performed

    • When an
      expedite is performed, the helper resources of Manufacturing Orders that aren’t
      being expedited might change.
  • UDFs
    erased on import

    • Manually entered
      UDFs will no longer be erased when not mapping UDFs or importing a null value.
      To clear UDFs, map the corresponding UDF column and import a blank value (”).
  • Instance
    Manager – Request Key by Email Button Error
  • Handle
    Server disconnects more gracefully

    • When the client’s
      connection to the server is lost, the program will now close with a single more
      user friendly message and not crash.
  • No
    adjustment for material requirement satisfied by lead time

    • The inventory
      plot and published adjustments table will now be more accurate by
      including material sources that are either Inventory Lead Time or Part
      Lead Time.  This change will result in adjustments showing a negative
      inventory level when a material source is lead time.  NonConstraint
      materials are not included in these new adjustments.
  • UDFs:
    Resource UDFs not publishing
  • Finding
    Job on Gantt will move Gantt Pane to main screen if using multi screens

    • Panes that are
      off the primary screen will not be moved when activated unless they cannot be
      easily moved by the user.
  • Data
    Import: Objects not being deleted due to being referenced by other objects
    that will be deleted later

    • When processing
      import data, APS used to add, update and delete objects in the order specified
      below. This order is important since objects that are processed later can
      reference objects earlier on list. For example, a Sales Order for
      Inventory X cannot be created if Inventory X does not exist.
    • However,
      attempting to delete objects (through “Auto-Delete for omitted
      records”) in this order can fail and require additional imports to
      complete the delete. For example, trying to delete Inventory X would
      cause a validation error and fail since a Sales Order still needs it, even if
      the Sales Order is going to be deleted later on in the same import process.
    • Changes have
      been made so that objects are added and updated in the same order as before but
      deleted in the reverse order (Jobs first), resolving the issue described here.
    • User Plant
      Department Capability Resource Items Warehouse Lot Inventory CapacityIntervals
      Product Rules AttributeCodeTable PurchaseToStock SalesOrders Forecast Job
  • Eligibility
    Dialog

    • Sometimes Jobs
      “Fail to Schedule” due to lack of active capable Resources or
      constraints that make otherwise capable Resources ineligible. In order to
      determine why a Job failed to schedule, the user would need to access
      information dispersed over multiple windows, dialogs and grids which could be
      time consuming and difficult. The Eligibility dialog alleviates this process by
      gathering all relevant information in one place.
       
      To access it, select a Job in Job’s Pane and click “Eligibility” on
      toolbar. The dialog lists all Activities within a Job. When each Activity is
      selected, all Resource Requirements for that Activity will be listed below.
      Each Resource Requirement is displayed with a list of capable
      Resources that can satisfy it. Relevant properties for each Resource
      is displayed along with links to Attribute Number Range, Allowed Helper
      and Resource Connector tables if applicable.

Minor Changes:

  • Item:
    Shelf life validation

    • For items with
      shelf life, a value from 0 to 100 years must be used. Non lot controlled items
      default to no shelf life (0). If the item is lot controlled using shelf life, a
      valid shelf life greater than 0 must be used.
      The publish database has been changed: Item.LotControlled has been removed.
      Please use Item.LotUsability to check if the item is lot controlled.
  • User
    setting to compress data further to reduce transfer time

    • A new option
      for user connection compression has been added. The default is Fast compression.
      Normal and High are now also available. These settings will further compress
      data sent to the user’s client at the expense of compression time. For most
      connections this setting should be left at Fast for optimal performance.
      However Users on slow network connections may see improved login speed and
      reduced action delay with the Normal or High setting.
  • Grids:
    Load performance on unmatching conditionals

    • Improved gird
      load speed when using certain column filters with ‘Any’ operator.
  • Alternate
    Campaign Colors by Item Group

    • This preference
      can be set in the Simplify Gantt dialog. If set to true, the color of
      campaign blocks will alternate every time the ItemGroup associated with
      the campaign changes. Otherwise, ManufacturingOrder ProductColor is used.
  • New
    documentation for PlanetTogether Publish Database

    • New Google
      sheet lists all tables’ columns and their description:
      https://docs.google.com/spreadsheets/d/1OL6Cj2mUl33lPnLl8WNlfRvyxjWEu4mDtbvqTPKM7ts/edit?usp=sharing
  • Gantt:
    Highlight block usability

    • Reworked
      highlighting by reducing it to a single toggle option. When on, all blocks will
      show their Job ColorCode color. This is compatible with the current gantt
      fading as well.
      Changed the highlight block right click menu to set job color.  Also the
      set job color option will apply to all selected gantt blocks.
      Fixed an issue when using common block labels where the text color did not
      adjust to the hightlight color.
  • Improve
    performance of login process, especially when logging in multiple clients
    at the same time

    • Performance
      improved when multiple users log in simultaneously.
  • Display
    resource multipliers as percentage

    • Resource
      efficiency multipliers are now displayed in the activities grid and gantt
      labels as a percentage of normal operation.
  • Jobs
    Grid: New EarliestJitStart column

    • A new
      EarliestOpJitStart columns has been added to the jobs grid. It will display the
      earliest JIT start date of operations in the job. Finished and omitted jobs are
      excluded.
  • Move
    constrained by post processing on another resource

    • When using
      split operations it’s possible for optimize to schedule the successor operation
      at the start of the predecessor operation’s post processing time.
    • Resolution:
      fixed
  • New
    required field CapacityType

    • The CapacityType
      on the resource mappings is now required for import.
  • Publish:
    Automatically publish after user inactivity

    • New automatic
      publish options have been added to the publish options. Similar to CoPilot
      functionality, if no scenario action has occurred for x amount of time,
      automatically publish according to new automatic publish scenario
      options.  After one publish, another publish won’t
      occur unless another action has been performed and x time has
      passed again. (it doesn’t continuously publish).
  • New
    Activity Grid Column: SuccessorSeparation

    • Sucessor
      seperation represents the time between the end of the operation and the start
      of the next successor.
  • Alerts:
    KPI Alerts and add icon to indicate change in alert

    • KPIs can now be
      displayed as alerts from the KPI visibility options on the KPI screen.
      Additionally, all alerts will show an arrow indicating that the new value has
      increased or decreased.
  • Search
    Error on Browse Publish Data
  • MRP:
    Progress bar exceeds 100%
  • Gantt
    Label Padding

    • Gantt label
      text can now be padded away from the top and left borders to improve
      readability. This setting is found in the Label Options -> Label Format tab.
  • New
    Duplicate resource option added to right-click menu on Gantt

    • Added
  • Adjustements
    grid very slow to load

    • Bucket columns
      in the InventoryPlan adjustments grid are now limited to 50 for performance
      reasons.
  • Scrap
    Percent: Error when trying to set Planning Scrap Percent field on Activity

    • Fixed a case of
      an incorrect message being displayed when updating scrap quantity to an invalid
      value.
  • Add
    Safety Stock Warning Level to inventory plan
  • ScenarioHistory:
    Job Finished entry added twice
  • Resource
    Schedule report shows 2 start columns

    • Renamed columns
      to StartDateTime and StartDay
  • Gantt
    successor lines now curved

    • Changed
      material and successor lines to be curved so they are easier to follow visually
      around the blocks.
  • Adding
    Resource Attributes causes error if ShowInGantt is not set

    • Fixed the issue
      that would cause an error when manually adding an attribute to a resource when
      ShowInGantt was not set.
  • Email
    Support button in client

    • Users can now
      easily email support from the help dropdown.
  • Enable
    specific Item Groups to be included or ignored in the color coding of the
    material status in the Gantt.

    • A new option in
      the Gantt -> Labels screen allows for selecting which material types to
      include in gantt material warnings.
  • Add
    User Fields tab to Operation form

    • Operation
      UserFields may now be edited in the Jobs dialog -> Operation tab and in the
      Activity Grid -> Activity Status control.
  • Gantt:
    ActivityBoard View

    • Added a new
      feature to the gantt to show blocks at a 1 day precision.  All blocks
      that run on a day will span the entire day and stack similar to a multi tasking
      resource.  This will make the gantt more readable as the blocks will use
      all available width. This is helpful for users who plan for the day but don’t
      always need exact start and end dates when scheduling.
  • Schedule
    report settings saved in workspace
  • Rename
    the Optimize Release rules to be more easily understood

    • Job Release
      Dates > JIT with Resource HeadStart
    • JIT Release
      Date > JIT with Global HeadStart
  • Gantt
    labels improvement

    • Label items can
      now be searched when setting gantt labels. Some gantt labels simplified.
  • ColumnLayout
    Dialog: Add search/filter to column lists

    • The grid column
      chooser now has search functionality and it is easier to move column
      positions.
  • Undo,
    Redo: Actions should have friendly names

    • Actions in the
      undo/redo lists now have improved names to help the user identify each action
      they may be undoing.
  • Double
    click on scenario name, allows renaming of scenario
  • Client
    hangs (or takes very long time to load) when loading Gantt

    • Improved the
      performance of product related values on ManufacturingOrder.
  • Allowed
    Helpers: Search does not work
  • HintInfo:
    Add line for head start span

    • A new Gantt
      Hint line has been added to show the head start time for the operation which
      represents the earliest the automatic scheduling actions will schedule the
      operation.. This Head Start line will show if the operation is scheduled before
      its JIT start date and after the head start time.
  • KPIs:
    New Sales Order KPIs

    • Late sales
      orders % on time sales orders Overdue sales orders   These include jobs
      with classification = SalesOrder as well as sales orders.
  • Can’t
    move Operations that have multiple Resource Requirements

    • When moving a
      block with multiple Resource Requirements on the same resource, an error such
      as the following may occur: The move to resource ‘Resource 2’ couldn’t be
      performed. ‘The move couldn’t be performed because the resource the block was
      dropped on was already being used for a different resource requirement of the
      same batch.’
  • UI:
    Alt Path selection cancel causes erroneous message
  • Grids:
    Select last active row after reloading

    • The following
      grids now reselect the last active row that the user selected when the grid
      refreshes or switches layouts:
      Jobs, Templates, Inventory, Activities.
  • Hot
    Reason – Added to activity grid
  • Activities->Operation
    Tab: Clicking on “Save” leads to a blank window
  • Change
    Order: Spelling mistake

    • Fixed a spelling
      mistake in the Change Orders dialog.
  • Resource
    Configurator (Plant): Spelling mistake
  • Mouse
    copy, paste, and select options added to most large text fields
  • Items,
    Warehouses & Inventories: Typing Enter exits the grid

    • Pressing enter
      will no longer attempt to close the dialog to avoid accidentally closing the
      dialog while editing the grid.
  • Job
    Flow Resource Sorting does not save after moving to different department
    or plant
  • Add
    AttentionPercent column to the Capacity Plan grids
  • Refresh
    Planning Data from a cleared scenario causes “Column ‘Id’ is
    constrained to be unique” messages
  • History
    pane “help” icon is missing and shows as a box with a red x

    • Scenario
      History help button now has an icon.
  • Late
    & Overdue Jobs button removed

    • It’s
      functionality has been replaced by alerts.
  • UI
    Object Properties Window: Layouts are not saved
  • Job
    Details is slow to open when many jobs are connected by material

    • Improved some
      portions of the Job Details dialog to improve loading speed when the job is
      connected to many other jobs.
  • Error
    2577 minor description update
  • Removed
    obsolete Customizer fields from publishing
  • ServerManager:
    Some log entries only specified the error code and contained no messages
  • Alternate
    Paths: Original Demand is duplicated for each alternate path that exists
    for Job
  • Data
    Error: Cannot close Error Dialog on Sales Orders

    • Accepting the
      prompt and entering a valid date will allow the user to continue.
  • Inventory
    Plan: Allow removing a template job from inventory

    • From the
      Warehouse & Inventory tab, select “None” to remove a mapped
      mrp template.
  • Grid
    row count incorrect when Group By rows are used

    • Grids will now
      correctly shows visible rows when Group By Rows are being used.
  • Inventory
    Plan: Warehouse External ID

    • Warehouse
      External ID has been added to the inventory plan grid.
  • JIT
    start date calculates too early

    • The Job Details
      Dialog now shows Job earliness value correctly. Previously it always displayed
      0.
  • After
    an adjustment the gantt jumps to clock time if it was positioned before
    the start of the clock.
  • Save
    location for tooltip window between sessions

    • When manually
      positioning the Gantt tooltip, the position will be saved for when the client
      is restarted.
  • Rename
    MRP to MPS/MRP
  • JobsGrid:
    Select all should select only visible rows
  • Publish
    : Department FrozenSpan publishes in days

    • Department
      frozen span changed to be published in days and column type was changed from
      long to double.
  • Blocks
    on multi-tasking resource are re-shuffled visually when clicked (display
    issue)
  • Workspaces:
    Default workspace simplified

    • The default
      workspace (the workspace loaded if no other workspaces exist) has been
      simplified to just the HomeScreen. This will speed up client load times and
      allow the user to start at a simple template.
  • ActivityGrid:
    Added Optimization Score and Score Details to the grid

    • Added OptimizationScore
      and OptimizationScoreDetails columns to the ActivityGrid. The Optimization
      Score analysis system option must be enabled for the score data to be visible
      in the columns.
  • Webinstaller:
    User gets error on download
  • Data
    Mappings: Capability Mappings – Fields should be required

    • Marked
      ExternalId and Name as required fields for Capabilities in the data mappings
      wizard.
  • ‘Assigned
    Capabilities’ grid does not select capability rows that are assigned to
    Resource

    • In Resource
      Configurator dialog, each Resource row has a column called ‘Assigned Capabilities’.
      This column has a button that once clicked displays the list of all
      Capabilities. The Capabilities that are assigned to the Resource should be
      selected when the list opens but this was not case.
       
  • KPI:
    unclear error message

    • The KPI chart
      will no longer give a strange error message when at least one KPI is not
      calculated.
  • Changes
    not saved when saving dialogs

    • Dialogs will
      now warn the user if their settings cannot be applied from a dialog when the system
      is busy. The button will turn yellow to signal a warning, and the dialog will
      not close, so the user can attempt the save again.
  • Have
    date pickers default to blank or today not 1800

    • Date pickers
      will default to today if another date has not been set.
  • Removed
    unused Message Processing functionality and fields from Instance Manager.

    • Message
      Processing functionality is no longer supported.
  • Import
    complete multiple popups

    • When notifying
      the user of a complete import, optimize, or publish, multiple windows will no
      popup. Instead one notification window will display the completed result
      messages.