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Production Week Setups

Production Scheduler

  • Start Date is default to the first date of the previous week.

  • No. of Weeks is default to 8

  • Users can change both fields and then update.

  • The first 2 columns display Opportunities in Commitment or Closed Won statuses but not yet scheduled.

  • Users can move opportunities to any week.

  • Total Amount for the week will be updated, and Leftover will be calculated based on Goal - Total Amount.

  • If Leftover < 0, the header’s color will be changed to orange.

  • Once an opportunity is scheduled (Production Scheduling Week is filled in), the Opportunity cannot be moved back from Commitment or Closed Won.

User Interface

  • Any Opportunity in “Commitment Stage” without Production week and Sales Order will show in “Commitment ( Not Scheduled)” Section

  • Any Opportunity in “Closed Won Stage” without production week and Sales Order will show in “Closed Won, Not Scheduled” Section

  • Any Opportunity with Production week and Sal

Card Colors Conditions

If Synched Quote stage = “ Sent to Dealer” and “Sales Order is not created” then Card Color = “RED”

If Synched Quote stage = “ Approved by Dealer”, and “Sales Order is not created” then Card Color = “YELLOW”

If Synched Quote stage = “ In Production”, or “Sales Order is created” then Card Color = “GREEN”

If Synched Quote stage = “ Order Received ”, then Card Color = “WHITE”

Currency Filter

The opportunities can be filtered based on selected currencies (USD, CAD and Mixed Dollars)

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