Industry Applications (EDGEBIC)

Scheduling Conveyor and Material Handling Equipment by Ship Set

User Solutions TeamUser Solutions Team
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8 min read

A conveyor builder does not ship a part, it ships a set, and a schedule that plans thirty components as thirty independent work orders will put twenty-eight of them on the truck and leave a crew waiting on site. EDGEBIC by User Solutions ties the components into one ship set with a single date, overlaps fabrication steps so the lead time reflects real work rather than waiting, and schedules backward from the installation start.

Material handling work is project work wearing a manufacturing costume. The customer's date is a site mobilization, not a dock date, and completeness matters more than any individual part being early.

The Ship Set Is the Job

Frames, rollers, drives, guarding, controls panels, and hardware are all separate routings. Released as separate orders they compete for the same shop, finish in whatever order capacity allows, and nobody has one date for the set.

Link the components as branches feeding one parent job that carries the shipping step. The engine schedules every branch to complete before shipping, and a branch that cannot make it moves the ship date instead of allowing a partial load. The plan also names which branch is holding up the truck, which is the only piece of information that helps: you expedite one thing, not thirty. The mechanics are covered in how a sub-assembly feeds its parent job and the deeper structure in building a multi-level assembly routing.

Where a branch is bought rather than built, put its lead time and transit on the routing as real elapsed time so the release date is calculated backward instead of guessed by purchasing.

Overlap the Repetitive Fabrication

A forty-section conveyor run is repetitive work, and repetitive work is where transfer batches pay. Scheduled strictly in sequence, welding does not start until all forty sections are cut and punched. On the floor the welder starts on the first stack.

Set a transfer batch on the cut step so the successor starts once that many sections are ready. Eight sections, and welding begins after the first eight. Do the same on weld so grinding and paint follow behind. On a long run the overlap removes days without adding a machine or an hour. See what is lot streaming and, for the numbers, lot streaming overlap walkthrough.

Add a transfer delay where sections genuinely have to move between buildings or cool, so the schedule carries the lag rather than assuming an instant handoff.

Backward From the Installation Date

Site mobilization is the real due date. Forward scheduling from now says when the set could finish. Backward scheduling from the installation start says when fabrication has to begin and whether the shop has room.

Enter the installation start as the due date and schedule backward. Sets that fit are confirmed. Sets that do not are flagged with the branch and step that could not be placed, weeks before a crew was going to mobilize. See forward versus backward scheduling and, for the sold-to-order pattern, backward scheduling for make-to-order shops.

Project Dates Move, and That Is Fine

Sites slip. That is normal and the schedule has to absorb it without destroying the record of what has been built.

Change the due date and reschedule. Completed operations are never moved, so sections already fabricated, welded, and painted keep their recorded dates. Only unfinished work reflows. A four-week site slip pushes the remaining fabrication back and frees that shop capacity for another project rather than holding it idle. A two-week pull-in tells you immediately which remaining steps no longer fit. Rescheduling becomes a weekly habit rather than an event people avoid.

Pooling the Shop

Cutting, punching, and welding capacity is usually more flexible than the routings admit. Where several machines or cells can genuinely take the same work, put them into a work center group and bind the step to the group. The engine expands the group at schedule time and places the job on the member that finishes it soonest against live load, carrying that member's own cycle time. Jobs already running stay on the machine running them. That one change often removes a queue that exists only because a routing named a machine years ago.

A Worked Project

A 40-section system with an installation start eight weeks out.

BranchWorkDurationMust complete by
SectionsCut, weld, grind, paint, with transfer batches18 days overlappedDay 34
Drives and gearboxesPurchased, 25-day lead plus 3 transit28 daysDay 34
GuardingFab and powder coat10 daysDay 34
Controls panelWire-out sub-assembly, certified builder12 daysDay 34
Ship setKit, crate, load2 daysDay 36

The purchased drives are the long pole at 28 days, so the purchase order date is calculated from the installation date backward, not from when someone gets to it. Overlapping the section fabrication took the shop branch from 27 sequential days to 18, which is what created the room for the drives to arrive late and still make the truck.

Tracking a Live Project

Crews log start, stop, and completed quantity at a shop floor station, so a section run that finished 25 of 40 pieces is reflected honestly and the downstream overlap is calculated against real progress rather than the standard. Partial completions carry forward across weekends and shift changes, and completed steps stay fixed through every replan.

Heritage in Project-Shaped Manufacturing

User Solutions has built finite capacity scheduling since 1991, more than 35 years, for manufacturers whose deliverable is a coordinated set rather than a single part: US Navy, GE, BAE Systems, and Cummins across 33 locations. The lineage behind EDGEBIC, including the RMDB heritage, coordinated the Nimitz refit at more than 26,000 tasks and moved GE Railcar on-time delivery from 30 percent to 90 percent. A system builder holding thirty branches to one truck date is that same coordination problem at a shop scale.

Where to Start

Take the project currently causing the most noise. Link its components as branches to one ship set, put transfer batches on the two most repetitive fabrication steps, put real lead time and transit on the purchased branches, and schedule backward from the installation start. The branch the plan names as the long pole is where your expediting should have been going all along.

For fundamentals, what is production scheduling is the plain-language start and make-to-order scheduling covers the sold-to-order pattern. The industry fit guide maps neighboring sectors, including industrial equipment make-to-order, and EDGEBIC is the product hub. Ready to get one date for the whole set? Contact US for a demo.

Model the ship set as a parent job with each component branch feeding it, so the schedule times every branch to complete before the shipping step. A branch that cannot make the date moves the ship date rather than shipping partial. That converts a pile of independent work orders into one plan with a single answer to the question the installation crew actually asks.

Yes. Set a transfer batch on the cutting or punching step so welding starts once that many sections are ready instead of waiting for the full order. On a 40-section run with a transfer batch of 8, welding starts after the first eight sections rather than after all forty. The overlap removes days of waiting from the lead time without adding capacity.

Enter the installation start as the due date and schedule backward. The engine places each step from that date onto finite capacity and tells you when fabrication has to begin, or flags the job if the calendar has no room. On project work that flag is the difference between renegotiating a site date in advance and calling the customer the week the crew was supposed to mobilize.

Expert Q&A: Deep Dive

Q: We build a full system as thirty separate work orders and they finish whenever they finish. The truck leaves with 28 of them and the crew waits on site for the rest. How do we hold a ship set together?

A: Link the components as branches feeding one parent job that represents the ship set, and put the shipping step on that parent. The engine then schedules every branch to complete before the ship step, and a branch that cannot make it moves the ship date instead of quietly shipping short. You get one date for the set rather than thirty dates you have to reconcile by hand. Just as useful, the plan tells you which branch is the one holding up the truck, so you can subcontract that one piece, run it on an alternate work center, or add hours to it, rather than expediting all thirty.

Q: Our project dates move constantly because the site is not ready. Every time we replan, work already done seems to get scrambled. Is there a safer way?

A: Change the due date and reschedule. Completed operations are never moved by a reschedule, so sections already fabricated, welded, and painted keep their recorded dates exactly as logged. Only unfinished work reflows around the new date. If the site slips four weeks, the plan pushes the remaining fabrication back and frees that capacity for other projects rather than holding it idle. If the site pulls in two weeks, the plan tells you immediately whether the remaining steps fit, and which ones do not. Rescheduling becomes something you run weekly instead of something people avoid because it destroys the record.

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