EDGEBIC How-To

How to Schedule Only the Jobs on One Sales Order in EDGEBIC

User Solutions TeamUser Solutions Team
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6 min read

To schedule only the jobs on one sales order in EDGEBIC by User Solutions, set the sales order filter on the Orders toolbar to that sales order before you run Schedule. The filter scopes both the grid and the scheduling run, so only the matching manufacturing orders are sent to the engine. The rest of the plan is left exactly as it was.

This is the precise tool for a single-customer-order change: pull-in dates, a quantity revision, a new order that needs slotting in. You handle it without a plant-wide rerun, and nothing on the other orders moves.

Before You Start

  • The jobs are linked to a sales order. The filter works on the sales order association, so each manufacturing order must reference its sales order first.
  • You know the sales order reference number.
  • You will clear the filter afterward. A filter left active silently scopes your next run.

Step 1: Open the Orders Grid

Open the Drive Schedule tab and go to the Orders grid. The toolbar at the top carries the sales order filter control.

Step 2: Set the Sales Order Filter

Use the Sales Order filter dropdown and select the sales order you want to schedule. The grid narrows to just its manufacturing orders.

This is the moment the scope is set. From here, both what you see and what the scheduler will run are limited to this sales order.

Step 3: Select the Jobs

Tick the jobs you want to schedule. Because the grid is already narrowed, Select All picks only the filtered jobs, which is exactly what you want.

Step 4: Choose the Mode and Run

Set the Scheduling Mode. Use Incremental New for a first schedule of new jobs on the order, or Reschedule to replan jobs that already have a plan. Click Schedule / Re-Schedule and confirm the summary dialog.

Only the manufacturing orders on the filtered sales order are sent to the engine. Every other job keeps its existing plan.

Step 5: Clear the Filter

Use the clear control next to the filter dropdown to return the view to All. This is not optional housekeeping: the filter scopes the next run too, so a plant-wide schedule started with the filter still set will quietly cover only this one order.

What Changes When You Save

SurfaceEffect
Jobs on the filtered sales orderScheduled or rescheduled per the mode
Jobs on other sales ordersUnchanged. Existing plan preserved
Orders gridShows only the filtered order until you clear
The next run, if filter still setScoped to this order again

How to Check It Worked

  1. On the Job View, confirm the jobs from that sales order have updated bars.
  2. Spot-check a job on a different sales order and confirm its bars did not move.
  3. Confirm the filter dropdown now reads All before you do anything plant-wide.

Common Mistakes

Leaving the filter set. The most common failure. A later run that should cover the whole shop only touches this order, and it looks like the scheduler skipped everything. Clear the filter back to All when you finish.

Confusing the filter with the selection. The filter decides which jobs are in scope; the checkboxes decide which of those are selected. Both matter. If you filter but forget to select, the schedule-all offer still respects the filter, which is usually what you want.

Scheduling an order whose jobs are not linked to it. If a job is not associated with the sales order, the filter will not include it. Link the sales order to the job first.

Next

The sales order filter is the clean way to replan one customer order without a plant-wide rerun. To schedule a single job instead of a whole order, read how to schedule a single job. To create the association the filter relies on, read how to link a sales order to a job, and for the full run itself, how to run the scheduler. More single-task recipes are in the EDGEBIC how-to hub, and the platform overview is at /edgebic.

Expert Q&A: Deep Dive

Q: A customer pulled in the dates on one big order. Can I replan just that order without touching everything else?

A: Yes, and this is exactly what the sales order filter is for. Set the filter to that customer's sales order, and the Orders grid narrows to just its jobs. Select them all, choose Reschedule mode, and run Schedule. Only those jobs replan; every other job on the shop keeps its existing bars. When you are done, clear the filter back to All. This is far safer than a Full Reschedule when only one order changed, because it leaves the rest of the committed plan exactly where it was.

Q: I ran a schedule and it only scheduled three jobs when I expected fifty. What happened?

A: Almost certainly a sales order filter was still active from an earlier session. When the filter is set, Schedule scopes to just the jobs on that sales order, so a run that looks like it should cover the whole shop only touches a handful. Look at the filter dropdown on the Orders toolbar; if it names a sales order rather than All, clear it and rerun. The same scoping also applies when you use the schedule-all offer, so clearing the filter is the fix in both cases.

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User Solutions has been developing production planning and scheduling software for manufacturers since 1991. Our team combines 35+ years of manufacturing software expertise with deep industry knowledge to help factories optimize their operations.

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