---
alias: user-guide-manage-step-scheduling
description: "Manage step scheduling details including timing, views, and inventory types within the system"
---

# Manage Scheduling

:lock: Step.**Edit**

## Overview

This operation is used to define and manage the Step's Scheduling details.

## Setup

No specific setup is required other than to meet the precondition of the transaction.

## Preconditions

* The Scheduling module is properly licensed in the system.
* The Step is created and it is Active.

## Sequence of Steps

### Step 1: Manage Step Scheduling

If the **Scheduling** module is properly licensed in the system, the **Scheduling** tab will be enabled on the right-hand sidebar and you will be able to define the **Step's** scheduling information.

1. Select whether the **Step** is to be included in Planning.

    !!! note
        A Step cannot be marked at the same time to be included in Planning and in Scheduling, and a Step marked to be included in Scheduling is automatically considered in Planning.

2. Select whether the **Step** is to be included in Scheduling.
3. If the **Step** has been selected to be included in Scheduling, select if the Schedule Scenario Jobs can spread across working times, that is, if they can start in a certain work period and continue after a non-working period.
4. If the **Step** is defined to be included in Scheduling, define the default **Step** setup time and the setup time-scale. Options are: Seconds, Minutes, Hours or Days.
5. Optionally, define the Step View Time Frame, which determines the number of hours to restrict the Scheduling jobs to be displayed in the Resource View.
6. Choose the Default Schedule View. Options are: Day, Week or Month.
7. Choose the Schedule View Mode, which determines the type of view you will be presented when opening the Schedule view. Options are: Material or Production Order Step.

    !!! info
        For more information, see [[tutorials-scheduling-modes]].

8. If the **Step** has been marked either as Include in Planning or Include in Scheduling, it is possible to define the Scheduling Inventory Type:
     * None - the **Step** is not considered as an inventory step at all.
     * In Progress - the **Step** is considered to contain components in progress.
     * Semi Finished Products - the **Step** is not considered to be a storage step for finished components (semi-finished products).
     * Raw Materials - the **Step** is considered to be a storage step for raw components.
9. If the **Step** has been marked either as Include in Planning or Include in Scheduling, optionally, it is possible to define the Resource Preference Step Group. This would imply that, for Scheduling, if consecutive **Steps** can be scheduled to the same **Resource**, then Scheduling will give preference to **Resource** already being used. The list of possible values is taken from the [[resourcepreferencestepgroup-lt]] lookup table.
10. If the **Step** has been marked either as Include in Planning or Include in Scheduling, define the Production Order Scheduling Mode. Options are:
    * Fixed Size - you must also define the quantity to be assigned to each Production Order Step after synchronization.
    * Full Production Order - the entire quantity will be assigned to the Production Order Step equivalent to the **Step**.

![Screenshot showing a UI for managing step scheduling information, with fields for "Manage Scheduling" and "Production Order".](images/create_step_scheduling.png)

!!! info
	  When generating a Schedule in Planning Mode, for the Products that are marked with Use Stock In Scheduling, the system will first try to use inventory from Steps that are marked as Semi Finished Products, then from Steps that are marked as In Progress, and finally from Steps that are marked with Raw Materials.

	  Additionally, when the Step is marked as Include in Scheduling, Material and Resource Sort Rule Sets will be set accordingly.