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Prerequisites

Workstation & Line Configuration

    • Individual workstations (machines or work centers) are set up under Manufacturing > Workstation > Workstation List.
      • You have considered how your physical layout groups workstations into distinct production lines (e.g., “Line A: Bottling,” “Line B: Packaging”).

Work Orders & BOMs

    • Finished‐goods items and active BOMs exist under Stock > Item > Item List and Manufacturing > Bill of Materials > BOM List.
      • You have at least one submitted Work Order ready to assign to a line.

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1.0 Define Production Lines in Workstations

  1. Navigate to Manufacturing > Workstation > Workstation List.
  2. For each workstation that belongs to a given line, click the row to open its profile, then click Edit.
  3. Locate or add the custom field Production Line (e.g., if not shown, request a custom field via your administrator).
  4. In Production Line, enter the line name (e.g., “Line A – Bottling,” “Line B – Packaging”).
  5. Click Save.
  6. Repeat for all workstations, assigning each to the appropriate line grouping.
Use consistent naming conventions—“Line A,” “Line B,” etc.—so filters and reports work seamlessly.

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1.1 Create or Update Work Orders with Line Assignments

  1. To create a new Work Order, go to Manufacturing > Work Order > New Work Order.
  2. Fill in header fields as usual:
    • Production Item, BOM, Quantity, Company, Planned Dates.
  3. In the Operations tab:
    • For each operation row, set Workstation to one that belongs to your desired line.
    • The system automatically inherits the Production Line field from the workstation.
  4. If you already have a submitted Work Order, open it via Work Order List, click Actions ▶️ Edit (or Cancel & Amend if it’s Completed), and adjust each operation’s Workstation to a machine on the target line.
  5. Click Save, then Submit. The WO is now linked to a specific production line through its operations.
If a Work Order spans multiple operations on different lines, you can reorder operations so that the first step’s line dictates the primary line assignment.

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1.2 Schedule Work Orders by Line

  1. Navigate to Manufacturing > Production Schedule > Production Schedule List.
  2. Click New to open the Schedule form.
  3. Click Get Work Orders, filter by:
    • Status = “Submitted”
    • Production Line (if your system includes this field as a filter) or filter by Workstation belonging to a specific line.
  4. Select Work Orders for Line A, click Add—they populate the Scheduled Items table.
  5. Assign Planned Start Date, Planned End Date, and confirm the Workstation (and therefore Production Line) for each row.
  6. Repeat for Line B by clicking Get Work Orders again and filtering for that line’s workstations.
  7. Click Save and Submit to lock in the schedule. Each line’s load is now visible separately.
Schedule line‐specific time blocks (e.g., “Line A runs 7am–3pm, Line B runs 3pm–11pm”) to avoid overlap.

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1.3 Monitor Line Capacity Utilization

  1. Go to Manufacturing > Reports > Capacity Utilization.
  2. In the filters, set:
    • Workstation: select all workstations for Line A to see that line’s utilization.
    • From Date / To Date: the period you want to analyze.
  3. Click Refresh. You’ll see:
    • Available Hours and Utilized Hours for each machine on Line A.
    • A consolidated Utilization % for the entire line based on summing all its workstations.
  4. Repeat with Workstation filter set to Line B’s machines.
  5. Identify if one line is consistently under- or over-utilized compared to the other.

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1.4 Reassign Work Orders Between Lines

  1. If Line A is overloaded and Line B has spare capacity, open the relevant WO from Work Order List.
  2. Click Actions > Cancel & Amend to create a draft version.
  3. In the Operations tab, change each operation’s Workstation to machines on Line B.
    • Confirm that the new workstations have the requisite capabilities (e.g., same operation type).
  4. Click Save, then Submit.
  5. Return to Production Schedule, click Actions > Edit, move the amended WO’s scheduled dates under Line B’s rows, and adjust as needed.
  6. Click Save and Submit.
You may need to adjust Material Requests if some warehouses are line-specific; confirm raw materials are available for the new line’s location.

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2.0 Additional Features

  • Line-Specific Workstation Groups:
    • Under Workstation List, create nested hierarchy:
      • Top level: “Line A”
      • Child: “Bottling Machine 1,” “Bottling Machine 2”
      • Similarly for “Line B” and its machines.
    • This allows filtering by “Production Line” at a summary level.
  • Line Performance Dashboard:
    • Pin widgets that show “Line A Throughput” and “Line B Throughput,” comparing units completed over time.
    • Use Production Throughput Report with Workstation filters to drive these widgets.
  • Automated Line Balancing:
    • If available, enable Auto Scheduling under Manufacturing > Tools > Auto Scheduling with “Group by Production Line.” CGIC will allocate WOs to lines based on capacity and operation type.
  • Line-Specific Material Requisitions:
    • When creating Material Requests from a WO, CGIC can pre-fill a custom field “Production Line” so you know which line’s warehouse or storage area to pull from.

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3.0 Key Notes

  • Master Data Consistency:
    • Ensure every workstation is tagged with its correct Production Line—errors here will cause WOs to schedule on the wrong line.
  • Capacity Limits:
    • Define each workstation’s Working Hours per Day under Workstation settings; CGIC uses these to calculate line capacity.
  • Permissions:
    • Only users with Production Manager, Planning Supervisor, or System Manager roles can tag workstations with lines, amend WOs, and adjust schedules across lines.
  • Audit Trail:
    • All changes to workstation line assignments, WO reassignments, and schedule edits are logged under View History for traceability.
  • Material Location:
    • If your warehouse layout is line-specific (e.g., “Raw Materials for Line A”), confirm that Material Requests point to the correct line’s storage.

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4.0 Closing Note

By defining, scheduling, and monitoring multiple production lines in the CGIC App, you achieve balanced workloads, prevent resource conflicts, and maintain transparency across parallel manufacturing streams. This ensures that high‐level decisions—like shifting capacity from one line to another—are data‐driven, leading to on‐time delivery and efficient use of equipment and labor.