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Scheduler

The Scheduler is used to schedule sales order events. It can be accessed from the Scheduler Home by clicking on the Scheduler link:




This will open the scheduler and go directly to today’s date:

The default day view shows scheduled events by resource. The resources are shown vertically, with the time shown horizontally.

The currently selected date or date range is shown in the upper middle.

You can change dates by clicking forward (>) or backward (<), and jump back to today with the Today button


You can switch to different views by using the view buttons to the right of the date:



The views are:

Day – a single day view, by event and resource
List Day – A consolidated list view of a single day, by time period.
6 days – six day view, by event and resource
Week – a week view, by day
List Week – a list view of a week, by day
Month – monthly calendar view by day
List Month – a list view of a month, by day
4 Weeks – 28 day view from current selected date



For additional information, see the following sections:


Selecting Orders To Schedule

Scheduling An Order After Order Creation

View / Modify Events

Using Event Types

Additional Scheduler Views

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