Module: Advanced APS v1.5.0
Advanced Planning & Scheduling (Production Scheduling) for BIXCRM — work centers, calendars, and scheduling rules
Screen-by-screen guides (each tab explained)
Click a menu item below for step-by-step instructions on that Advanced APS screen:
- APS Dashboard
- Work Centers
- Shifts
- Production Calendars
- Scheduling Rules
- Demand Forecasts
- Master Production Schedule
- MRP Runs
- Planned Orders
- Gantt Schedule
- Auto-Schedule
- Capacity Load
- What-If Scenarios
- Bottleneck Analysis
- Integration
- API Keys
- Analytics & KPIs
- APS Settings
How to use in BIXCRM (daily operations)
- Sign in to the admin area with a role that includes Advanced APS permissions.
- Open Advanced Aps (sidebar) or search for Advanced APS in the admin menu.
- Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
- Review Settings after upgrades — new options may need defaults for your company.
- Create or import master data first; most modules block transactions until masters exist.
- Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
- Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
- For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
- Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
- If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.
Admin menu — where to work
Open the Advanced APS section in the admin sidebar. Screens your staff may use (depending on role):
- Analytics & KPIs
- API Keys
- APS
- APS Dashboard
- APS Settings
- Auto-Schedule
- Bottleneck Analysis
- Capacity Load
- Demand Forecasts
- Gantt Schedule
- Integration
- Master Production Schedule
- MRP Runs
- Planned Orders
- Production Calendars
- Reports
- REST API
- Scheduling Rules
- Shifts
- What-If Scenarios
- Work Centers
Detailed guide — features, workflows, API & FAQ
Phase 6 features (current)
- KPI Dashboard — schedule adherence, utilization, OTD rate, avg lead time
- On-Time Delivery — planned vs actual WO completion with variance days
- Resource Utilization — daily trend charts and work center breakdown
- Schedule Adherence — scheduled vs actual operation completion detail
- Report Exports — CSV and PDF for KPI, OTD, utilization reports
- KPI Snapshots — save daily KPI aggregates for historical tracking
- Permissions:
aps_analytics,aps_reports
Phase 5 features
- Integration Hub — module connectivity status, reservation stats, event logs
- Manufacturing WO Sync — auto-schedule on WO approval; manual sync by WO ID
- Material Reservations — BOM-based availability check and inventory reserve/release
- Multi-Plant Load Balancing — cross-plant capacity summary and rebalancing suggestions
- REST API — schedule, capacity, reservations endpoints for MES/ERP
- API Keys — scoped authentication with rate limiting
- Hooks:
aps_work_order_synced,aps_material_reserved,manufacturing_work_order_cancelled
Phase 4 features
- What-If Scenarios — compare baseline, alternative, setup-optimized, and OEE-adjusted schedules
- Bottleneck Analysis — identify constraint work centers from capacity load
- Setup Optimization — group jobs by item to reduce changeover time
- OEE Integration — realistic capacity using Asset Performance Management data
- Simulation runs isolated from production (
SIM-*run numbers) - Hooks:
aps_after_scenario_run,aps_after_bottleneck_analysis
Phase 3 features
- Gantt Schedule — work center timeline with conflict highlighting
- Auto-Schedule — forward/backward finite-capacity engine
- Capacity Load — daily utilization & overload report
- Manual Reschedule — adjust operation times with conflict detection
- Manufacturing Sync — push dates to WO operations
- Hooks:
aps_after_schedule_run, optional WO-approved auto-schedule
Phase 2 features
- Demand Forecasts — item/period demand lines
- Master Production Schedule (MPS) — planned & firm quantities, forecast import
- MRP Run — BOM explosion, inventory netting, planned order generation
- Planned Orders — release production orders to Manufacturing work orders
- Hooks:
aps_after_mrp_run,aps_planned_order_released
Phase 1 features
- APS Dashboard — work center counts, type/plant charts, roadmap view
- Work Centers — capacity, efficiency, setup time, manufacturing workstation link
- Shifts — working hours, breaks, days of week (Morning/Evening/Night defaults)
- Production Calendars — plant/work center/shift with holiday & maintenance exceptions
- Scheduling Rules — priority-based engine (priority, sequencing, capacity, material, setup)
- Settings — scheduling mode, planning horizon, priority method
- Dashboard widget on main BIXCRM admin dashboard
- Audit logging for all master data changes
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Requirements
| Requirement | Notes |
|---|---|
| ------------- | ------- |
| BIXCRM | 2.3.x or later |
| PHP | 7.4+ (8.x supported) |
| MySQL / MariaDB | InnoDB |
| Manufacturing | Recommended — provides work orders & workstations |
| Multi-Plant Management | Optional — plant-scoped scheduling |
---
Quick start (Phase 6)
- Pehle Auto-Schedule run karein taake capacity load data available ho
- Analytics & KPIs dashboard se schedule adherence aur utilization dekhein
- On-Time Delivery tab se completed WO ka planned vs actual compare karein
- Resource Utilization se work center load trends analyze karein
- Export CSV/PDF se reports download karein; Save Snapshot se KPI history store karein
Quick start (Phase 5)
- Settings → Integration section mein REST API aur material reservations enable karein
- Integration hub se connected modules verify karein
- Manufacturing WO approve par auto-schedule enable karein (
aps_schedule_on_wo_approved) - API Keys create karein aur external system se schedule read/write karein
- Multi-Plant active ho to Cross-Plant Load aur rebalancing suggestions dekhein
Quick start (Phase 4)
- Auto-Schedule run karein taake baseline schedule data available ho
- What-If Scenarios → Run What-If se variants compare karein
- Recommended variant dekhein (conflicts, load, setup time ke basis par)
- Bottleneck Analysis se constraint work centers identify karein
- Settings mein OEE capacity aur bottleneck threshold configure karein
Quick start (Phase 3)
- Work Centers configure karein aur Calendars/Shifts assign karein
- Planned Orders firm karein ya Manufacturing Work Orders approve karein
- Auto-Schedule → Run Auto-Schedule execute karein
- Gantt Schedule se timeline dekhein
- Capacity Load se overload check karein
- Conflicts ko Reschedule form se adjust karein
Quick start (Phase 2)
- Demand Forecasts — item demand by period define karein
- MPS create karein — forecast import ya manual lines add karein, status Firm karein
- MRP Runs → Run MRP — MPS select karke MRP execute karein
- Planned Orders review karein — production orders ko Release to Work Order karein
- Manufacturing module mein work order automatically create hoga
Quick start (Phase 1)
- Manufacturing mein workstations configure karein (optional link)
- Advanced APS → Work Centers se production resources define karein
- Shifts review karein (3 defaults pre-seeded: Morning, Evening, Night)
- Production Calendars set karein — plant/work center ke liye working time + exceptions
- Scheduling Rules configure karein — priority, sequencing, capacity rules
- Dashboard se overview dekhein
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Permissions
| Feature key | Capabilities | Menu |
|---|---|---|
| ------------- | -------------- | ------ |
aps_dashboard | view | Dashboard |
aps_work_centers | view, create, edit, delete | Work Centers |
aps_shifts | view, create, edit, delete | Shifts |
aps_calendars | view, create, edit, delete | Production Calendars |
aps_scheduling_rules | view, create, edit, delete | Scheduling Rules |
aps_forecast | view, create, edit, delete | Demand Forecasts |
aps_mps | view, create, edit, delete | Master Production Schedule |
aps_mrp | view, create, run | MRP Runs & Planned Orders |
aps_settings | view, edit | Settings |
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Settings
| Option | Default | Description |
|---|---|---|
| -------- | --------- | ------------- |
aps_require_manufacturing_module | 1 | Show warning if Manufacturing inactive |
aps_default_scheduling_mode | finite | finite or infinite capacity |
aps_default_horizon_days | 30 | Planning horizon in days |
aps_default_priority_method | due_date | due_date, fifo, priority, shortest |
aps_enable_auto_reschedule | 0 | Auto-reschedule on data changes (Phase 3) |
aps_show_gantt_on_dashboard | 1 | Gantt preview (Phase 3) |
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Integration
| Module | APS usage |
|---|---|
| -------- | ----------- |
| Manufacturing | Workstation link, WO scheduling (Phase 3+) |
| Multi-Plant Management | Plant-scoped work centers & calendars |
| Inventory Management | Material availability (Phase 2+) |
No core file changes — integration is via shared tables, hooks, and helper functions.
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Roadmap
See [docs/ROADMAP.md](docs/ROADMAP.md) for the full 6-phase plan:
---
All 6 roadmap phases are complete in v1.5.0.
---
Features
Advanced Planning & Scheduling (Production Scheduling) for BIXCRM — work centers, calendars, and scheduling rules
- **KPI Dashboard** — schedule adherence, utilization, OTD rate, avg lead time
- **On-Time Delivery** — planned vs actual WO completion with variance days
- **Resource Utilization** — daily trend charts and work center breakdown
- **Schedule Adherence** — scheduled vs actual operation completion detail
- **Report Exports** — CSV and PDF for KPI, OTD, utilization reports
- **KPI Snapshots** — save daily KPI aggregates for historical tracking
- Permissions: `aps_analytics`, `aps_reports`
Permissions
Granular staff capabilities are registered on activation. Assign them under Setup → Staff → Roles for the Advanced APS capability group.
Typical capabilities include view, create, edit, delete, plus module-specific actions (approve, export, settings, API access).
Cron Jobs
Background tasks (if enabled) run through BIXCRM's main cron. Example crontab (every 5 minutes):
* * * * * php /path/to/bixcrm/index.php cron/index > /dev/null 2>&1
Check module settings for scheduled jobs (alerts, sync, reports, retention).
After activation — configuration checklist
- Go to Setup → Modules and activate Advanced APS.
- If prompted, click Upgrade Database or reload admin — migrations run automatically.
- Assign permissions under Setup → Staff → Roles.
- Open the module menu and configure settings.
- BIXCRM 3.0+
- PHP 7.4+ (8.1+ recommended)
- MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
- PHP extensions: mysqli, json, mbstring, curl, fileinfo
One-time setup (first time only)
- Setup → Modules → activate Advanced APS.
- Setup → Staff → Roles → assign Advanced APS permissions (view, create, edit, delete, approve, export, settings as needed).
- Open Advanced APS → Settings and complete company defaults, prefixes, integrations, and notification options.
- Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
- Enable BIXCRM cron (
php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs. - Optionally enable REST API / webhooks in module settings if you integrate external systems.
BIXCRM Knowledge Base — usage guide generated from module README and documentation.