Visual Scheduling Blog

Resource planning for pest controllers

Pest controlling has more and more become a highly complex service business, no longer being a mere matter of setting traps or placing baits but meanwhile also including making service contracts to ensure that the trap systems in the infested buildings will be checked and equipped on a regular basis. Moreover, comprehensive regular documentation is mandatory for the pest controller as well as for his customer. Pest controllers with a big customer base nowadays can’t do without consistently being supported by software. For this reason, many of them use the ERP system Microsoft Dynamics NAV that simply lets them better manage customer contracts, recurrent on-site services, invoices, and inventory.

Some months ago, I showed you how to speed up allocating Service Item Lines to resources in the Visual Service Scheduler (VSS) for Microsoft Dynamics NAV.

But that is by far not all the order backlog of the VSS offers in terms of gaining more clarity and thus being able to allocate tasks to resources quickly, comfortably, and unerringly. Read today about three useful options of structuring your order backlog so that no matter which planning situation you are in, the orders shown will always fit this situation.

There's one thing most everyone working in production scheduling knows: No matter which system you use, however accurately your data might be, and how much time you have spent dealing with sophisticated scheduling algorithms - production reality never follows your system's implicit or explicit model. Hence, users of any production scheduling system should not only look at how it deals with a typical or an average production schedule, but they should also ask how the system supports them when dealing with unplanned incidents.

So this is why today I'd like to show you how to deal with short-term deviations from the planned capacity (i.e. when a machine operator calls in sick for a shift, or when a machine breaks down etc.).

The so called Jobs module of Microsoft Dynamics NAV is designed for companies with largely project-based business (like engineering or construction companies) to gain better control of their projects. Since the ERP system’s module seems to focus more on the aspects of financial project controlling rather than on the requirements of a day-to-day project management, I’d like to outline in this blog post how you can easily enhance your NAV 2018 system with interactive Gantt charts to facilitate a graphical drag & drop project planning.

If you search for getting tips about how to build a professional project plan, you'll find many useful posts and articles.

In nearly all of them you will stumble across milestones. Setting milestones is generally considered as indispensable when it comes to gain successful project delivery. 

'So, that's all very well', you may think, 'but I'm a Dynamics NAV user and NAV doesn't offer any milestones'.

In today's blog I'll show you how to work around this shortfall - read how to create and use milestones in the Jobs Module of NAV. Furthermore, you will see how to visualize your milestones in the Visual Jobs Scheduler, our add-in for visual project planning in Dynamics NAV, to gain further planning agility and clarity.

A key challenge in production planning is ensuring the necessary supply of materials – if just one little part needed for a certain product is missing, the whole production process might come to a halt. But it is not only shortage of material that should be avoided - either a too high stock of materials runs counter to the principles of material management.

Microsoft Dynamics NAV holds several Production BOMS ready to keep the needed materials in check, but – once again – this feature could be a bit suppler to handle and in times of high order density the planner might easily lose the overview when trying to keep track of the material availability with the help of lists and cards.

Read in this blog about two options of visually presenting the material availability in NAV that will make production scheduling with NAV more transparent and thus easier and quicker. At the same time you will again see how a powerful tool like NAV becomes even more powerful when supplemented by a visual production planning add-in.

As user or reseller of Microsoft Dynamics NAV you are well aware of the fact that working with the proven tool for (not only) simplifying the management of projects, tasks, and resources can sometimes be a bit cumbersome and time-consuming. You also know our Visual Jobs Scheduler (VJS) add-in and have already discovered some of its handy functions for reducing or even bypassing some of these behaviors in NAV.

With this blogpost I'd like to draw your attention to a simple technique that already exists in NAV and will, when used together with the VJS, make the planning much more agile:

See how to rapidly create new jobs by using templates and afterwards fine-tune the new jobs' timing and resource planning by drag and drop in the VJS:

A new version of the Visual Service Scheduler, our add-in for visual service order planning with Dynamics NAV, is available. Several new features further support you in precisely and comfortably scheduling and dispatching your service orders.

As always, the description of all new features and fixed bugs can be found in the release notes. 

See below what we've come up with.