Define lots for a contract

Each lot has a set of target dates, for example the date on which fabrication starts and the date on which all marks must be complete. Some dates are drawn from the Contract and some are used to feed into Long Range and Detailed Planning. You can define your own target dates and batch update standard and user-defined dates for all of the lots. Use the following instructions to define lots and dates.

Define lots

1. Open the lotting information for the Contract.
See Open lotting information for a contract.

2. On the Production Lotting form, click the Actions (button) > View Lots.
The Contract Lots form is displayed.

Complete the fields.

Column	Description
Name	Type in a name for the lot. If there is a standard convention that occurs in existing lots you may wish to adhere to this. Look to other lots on this Contract to establish this.
Description	Type in a description for the lot to provide additional information for the lot.
Default Lot	Select this check box to make this lot the default. Any new marks added to the Contract are put into this lot unless specified otherwise by the CAD file during the import process.
Team	Type in the name of the manufacturing or erection team.
Colour	Select a colour for use in the 3D model. This will colour the parts associated with the lot when the model is viewed in Contract BIMReview and lot view is selected. This can be accessed in the Contract Ribbon when the Contract is selected and the related BSWX file is connected in the data tab of the Contract.
Fabrication Date	The date on which fabrication starts. Type in a date or select one from the drop-down list. If you have specified a Fabrication date in the dates tab of the Contract, any date entered for individual lots must occur after the chosen Contract date. Populating the fabrication date will place a start date against the lot in Detailed Production Planning that indicates when the production plan will begin. The date entered must occur after the Contract Fabrication Date if one has been entered at the Contract level. This date will appear regardless of the activation of the Show Load Planning Detail option in Detailed Production Planning.
Mark Items Due Date	The date on which all of the mark items in this lot are to be completed. This date is shown in Detailed Production Planning when you select the Show Load Planning Dates check box.
Marks Due Date	The date on which all of the marks in this lot are to be completed. This date is used in detailed production planning when you select the Show Load Planning Dates check box.
Paint Date	The date on which painting starts. This element will not appear in the Detailed Production Planning module.
Dispatch Date	The date on which the assembled marks are sent to site. Type in a date or select one from the calendar popup. This date is shown in Detailed Production Planning when you select the Show Load Planning Dates check box.
On Site Date	The date on which your customer expects to receive the lot. Type in a date or select one from the drop-down list. If a Contract Dispatch Date has been specified on the Contract- Dates tab, then the on site date cannot occur after this. An error will occur and the lot dates cannot be saved until this is corrected. This date is shown in Detailed Production Planning when you select the Show Load Planning Dates check box.
End Date	The date on which the Contract is completed. Type in a date or select one from the drop-down list. This date is used in Detailed Production Planning when you select the Show Load Planning Dates check box. If you specified a fabrication date in the Contract - Dates form, then any date entered into this field will need to occur before the Contract specified end date.
Weight	The total weight of the marks in this lot. This field is not available for editing. It is auto-populated from the weights in the Detailed List.
Created By/On	The user that created the lot and the date on which it was created.
Execution Class	Specify an execution class as per the European Union regulations.
Long Range Schedule Date	This date can occur at any point during or before the lot is scheduled, however it cannot occur after the end date specified in the grid.
Long Range Description	This date can occur at any point during or before the lot is scheduled, however it cannot occur after the end date specified in the grid.

If the schedule needs adjusting, you can move all of the associated dates for the lot and any subsequent lots. Select the lot(s) for which you want to move dates by choosing the record from the margin, then click Actions. Select one of the following options:

§ Put Back Days
Use this option to make the dates later by the number of days that you specify.

§ Bring Forward Days
Use this option to make the dates earlier by the number of days that you specify.

Define non-standard dates

Your company might use target dates that are not on the Contract Lots form. In this case, you can define extra date columns that are specific to your company. These can be used in Detail Production Planning.

1. On the Contract Lots form, click the Define Dates button.
The Load Planning Dates form is displayed.

2. Either edit an exiting date or add a new one by entering information into the grey box at the bottom of the table. Complete the fields.

Column	Description
Name	Give your date a name. This will be the column header on the Contract Lots form.
Date Type	Select the type of date from the drop-down list. The options are: § End By One column is added to the Contract Lots form. It will contain the date by which the action should be finished. This type of date is shown on the Detailed Planning form with a red diamond. § Range Two columns are added to the Contract Lots form: a Start Date and an End Date for the action. This type of date is shown on the Detailed Planning form with a bar. § Start After One column is added to the Contract Lots form. It will contain the date after which the action can be started. This type of date is shown on the Detailed Planning form with a green diamond.
Process	You can link the action to one or more production processes. Select a process from the drop-down list. Use the different lines in the Process column if you want to select more than one process.

3. Click OK.
The Load Planning Dates form is closed and the dates that you defined are shown as columns on the Contract Lots form.

On the Load Planning Dates form, you can define many planning dates which will appear as additional line items in Detailed Production Planning.

Batch update lots

The following instructions tell you how to use the Update Contract Lots form to make changes to multiple lots.

1. On the Contract Lots form, select the lots that you want to update.
To do this:

§ Press Ctrl A to select all lines, or

§ Press the Ctrl key and click several non-contiguous lines, or

§ Press the Shift key then click the first and last lines in a range.

2. Click Actions > Batch Update.
The Update Contract Lots form is displayed.

It has the following tabs:

§ General
Allows you to batch update standard information for the selected lots. The fields found here will be those that appear as standard in STRUMIS.

§ Defined Dates
Allows you to update user-defined information for the selected lots. These fields will be those that are added using the Define Dates option.

3. Update the fields on either of the tabs.
The Apply date change offset to all dates check box applies only when you have selected one lot. If ,for example, you increase the Fabrication Date field by 10 days, and select this check box, the other dates for the lot are also increased by 10 days when you click Batch Update.
Select Only Selected Rows to update only the lots that you highlighted. If you do not select this check box, all lots in the grid will be updated.
If you do not want to update some of the fields, leave them blank.

4. Click Batch Update to update the selected lots.