EDGEBIC + Global Shop Solutions: The Complete Scheduling Integration Guide

Integrating Global Shop Solutions with EDGEBIC means exporting the items, work centers, routings, and open jobs your ERP already holds to Excel or CSV, mapping those columns once with a reusable import mask, and letting EDGEBIC schedule the work against finite capacity: real shift hours, real machine counts, and sequence-dependent setups. Executable dates then export back for the ERP and your customers. There is no middleware server, no interface object inside the ERP, and no certified connector to maintain through an upgrade.

EDGEBIC by User Solutions is the newest generation of a scheduling line that has integrated with ERPs this way since 1991. Across 35+ years the same approach has fed schedules for the US Navy, GE, BAE Systems, and Cummins, including Cummins scheduling across 33 locations from AS400-era data. This guide covers the Global Shop case: what to export, how the masks work, what the engine does with the result, and what a realistic first two weeks looks like.

Where Global Shop stops and detailed scheduling starts

An ERP built for job shops is very good at the paperwork of a job: the quote, the router, the material, the labor collected against it, the invoice. That work belongs there and should stay there. The gap most Global Shop plants report is the sequencing decision, in the questions a planner answers every morning:

• Which of these 90 open jobs actually fits on the constraint work center this week?
• If the hot job jumps the queue, which promised dates slip and by how much?
• Is the weld cell loaded to 85 percent or 145 percent next Tuesday?

Those are finite capacity questions, and they bite hardest in high-mix make-to-order work, where routings differ job to job and no two weeks look the same. Answering them means modeling shifts, machine instances, changeover sequences, and operator skills against every open job at once, which is a different computational problem from planning material or costing a job. The discipline split is standard in the operations management body of knowledge maintained by ASCM. The general argument is in finite versus infinite capacity scheduling, the job-shop version of the problem is in job shop scheduling challenges, and the gap-by-gap version for this ERP is the companion post on Global Shop scheduling gaps and how EDGEBIC fills them.

The integration in one table

The EDGEBIC ERP integration architecture is identical for every ERP, Global Shop included:

An import mask is a saved recipe. It remembers which kind of data you are importing, what format it arrives in (an Excel workbook, or comma, semicolon, tab, or space delimited text), whether the first row carries headings, and how each column of your file maps onto an EDGEBIC field. You build it once by dragging your file's column headings onto EDGEBIC's target fields. Every run after that is two clicks: pick the mask, press Do It.

Every row in your file produces exactly one outcome: Created, Updated, Reused (found and deliberately left alone), or Failed (rejected, with the reason recorded). A result dialog shows the counts and a per-run log file records every row. Nothing half-imports silently, which is what lets one person own the routine with confidence.

Step 1: the four exports

You do not need everything Global Shop knows. Four exports carry a complete scheduling model.

1. Items. The item identifier, description, unit of measure, and any cost or lead-time columns you want visible. The identifier is the natural key and matching is case-insensitive, so PUMP-A in the file finds Pump-A in the database.
2. Work centers. The work center identifier, how many identical machines it holds, default setup hours, efficiency, and an hourly rate if you want cost rollups. Bottleneck and shift assignment flags can ride along in the same file.
3. Routings. One row per operation: end product, work center, sequence number, hours per unit, setup time, queue time.
4. Open jobs. Product, quantity, job reference, and dates.

Any report, list, or query in your environment that saves to Excel or CSV is a valid source. You are not writing custom code, not touching the database directly, and not asking for a new interface to be built. The file is the interface, which matters most in shops where IT is one or two people who already have a full week.

Step 2: map the columns once

Build one mask per file. Name it after the routine rather than the file: Weekly Open Jobs outlives jobs-week29.xlsx. Mandatory fields are flagged in the mask editor, and the run refuses to start until they are mapped, so a half-built mask fails before it reads a single row rather than half-way through.

Two mask features carry most of the weight here:

Unit conversion. ERPs and schedulers disagree about units constantly. Set a conversion factor on any numeric column and the multiplication happens before the value is stored. Minutes to hours is 0.016667. Seconds to hours is 0.000278. A standard time quoted per lot of 100 pieces becomes per piece with 0.01. Different columns in one file can carry different factors, so a routing export mixing per-lot run times with per-changeover setup minutes lands correctly in one run.

Blank-cell preservation. On an update run, a blank cell keeps the existing value instead of wiping it. A file carrying only item number and price refreshes prices and touches nothing else. Note the matching rule: a zero is a value, not a blank, so leave a column out rather than filling it with zeros you do not mean.

Step 3: the routing import, and why it takes two passes

Routings are the hardest data to move between systems because operations reference each other: step 10 feeds step 20 feeds step 30. A naive row-by-row import cannot wire those links, because step 20 does not exist yet when step 10 is written.

EDGEBIC's routing import therefore runs in two passes. Pass one reads and validates every row, auto-creates any work center or product the file names that does not exist yet, and buffers the steps. Pass two groups the buffered rows by end product, sorts them by sequence number, writes them, and then wires the chain: 10 to 20, 20 to 30, and the terminal step to the finished product so the routing renders as one connected flow in the graphical routing designer.

Three conventions save time later:

• Number sequences in gaps of 10. When engineering inserts a deburr step next quarter it becomes 25 and nothing renumbers.
• Keep all of one product's steps in one file. A routing import wipes and recreates that product's steps once per run, which is what makes re-imports idempotent. Splitting one product across two runs means the second run's wipe deletes the first run's steps.
• Re-importing is safe for running jobs. Every scheduled job carries a frozen snapshot of the routing it was planned with, so a routing change applies to future jobs and leaves work in progress untouched.

Outside processing, which high-mix shops lean on constantly, maps cleanly as an operation row on a work center representing the vendor, with the turnaround expressed as transit days. That keeps the outside week visible on the Gantt instead of buried inside one long operation.

Step 4: jobs in, then run the scheduler

The order import maps product, quantity, reference, and dates. When your export carries a job or order reference, rows sharing that reference group under one sales order and their jobs auto-number as {Ref}-{line}, which keeps a multi-line release together instead of scattering it.

One rule matters more than any other: imports never schedule anything. After the run, imported jobs sit as unscheduled demand. You then run the scheduler, which states its scope before it plans (how many jobs are new and how many existing jobs are being rescheduled), and the new work slots around everything already committed on the floor. Data movement and planning stay separate on purpose, so an import can never silently rearrange a shop.

Once the data is in, the whole engine applies to your work: finite capacity across multiple shifts and machine instances, work center groups that re-shop the machine pool on every reschedule, a sequence-dependent setup matrix, lot streaming with transfer batches, operator skills, and mathematical optimization with a proven optimality gap. The EDGEBIC product overview maps the engine.

Step 5: sending executable dates back

The return trip is Excel. The Job View grid exports the job schedule as a workbook with colored cells and a legend sheet. The work center schedule exports the same way, and every report dialog exports to Excel or PDF using the column layout you saved, which turns the morning dispatch list into a saved report rather than a document someone rebuilds by hand.

From there, revised dates go back into Global Shop through the date-maintenance path your team already uses. There is no automated write-back, which is deliberate: your ERP data stays under your team's control and inside your existing approval process. The category framing for this split is on the ERP scheduling add-on page.

A realistic first two weeks

The method behind this guide has a documented benchmark in the User Solutions lineage: at Plastilite Corporation the ERP vendor itself recommended User Solutions scheduling, and the team went from first export to a complete optimized schedule with ERP integration in 5 days. A single-site job shop with routings already in the ERP can move at close to that pace.

If you are starting from an empty database, the green-field setup walkthrough covers the sequence in detail, and the Global Shop to EDGEBIC data mapping reference is the field-level lookup you keep open while building masks. The broader category discussion is in job shop ERP integration.

Prove it with your own export

The fastest evaluation is not a feature list, it is your own file. Export this week's open jobs and a routing file, then bring them to a demo. Mapping them live takes minutes, and you leave having watched your own shop scheduled against its own capacity. Shops comparing several ERPs at once can also read the Infor and Microsoft Dynamics versions of this guide: the method is identical, which is the point. The questions that come up first are answered in the Global Shop integration FAQ.