Breadcrumbs

Assign an Unallocated Work Order to a Resource

Purpose

Assign an unallocated work order directly to a resource on the planning board.

Before you begin

Confirm that the work order appears in the Unallocated Work Orders panel and that the target resource is visible on the planning board.

Procedure


To assign an unallocated work order to a resource: 

  1. Select the work order from the Unallocated Work Orders panel.

Assign an Unallocated Work Order to a Resource 1.png
Display of assigning a Work Order to a Resource

  1. Drag the work order to the target resource on the planning board.

  2. Drop the work order onto the resource to assign it.

Assign an Unallocated Work Order to a Resource 2.png

A confirmation message appears after the work order is assigned to the resource.

  1. Review the assignment and make any needed scheduling adjustments.

  2. Click Save to commit the change to JD Edwards.

Assign an Unallocated Work Order to a Resource 3.png

A Confirm Action dialogue appears. Click Yes to confirm and continue saving the schedule, or click No to cancel the action.

Assign an Unallocated Work Order to a Resource 4.png

When processing is complete, a Saving Finite Schedule dialogue appears displaying the work order number and status. The status should display as SUCCESS, confirming that JD Edwards has been updated.

Outcome

The work order is assigned to the selected resource, and the updated schedule is saved to JD Edwards.