Public Holidays and Leave

Purpose

We will be discussing how to inform BUZ that about holidays of any kind.

There are 3 different area’s that you could potenicatlly be updated

Sales persons
Installers and
Production

Sales Reps

For Sales Reps you need will need to download the Sales settings Excel document

Here is an example

SalesRep Code*	SalesRep Descn	Appointment Details	Appointment Date*	Time Start	Time End	Operation
SRALEX	Alex	Coffee Break	13/06/2021	14:00	14:30	A
SRALEX	Alex	Lunch	13/06/2021	11:00	12:00	A
SRALEX	Alex	Sales Meeting	13/06/2021	09:00	09:30	A
SRALEX	Alex	New Years	1/01/2021	09:00	17:30	A
SRALEX	Alex	Australia Day	26/01/2021	09:00	17:30	A
SRALEX	Alex	Easter	2/04/2021	09:00	17:30	A
SRALEX	Alex	Easter	3/04/2021	09:00	17:30	A
SRALEX	Alex	Easter	4/04/2021	09:00	17:30	A
SRALEX	Alex	Easter	5/04/2021	09:00	17:30	A
SRALEX	Alex	ANZAC Day	25/04/2021	09:00	17:30	A
SRALEX	Alex	Queens Birthday	14/06/2021	09:00	17:30	A
SRALEX	Alex	Labour Day	4/10/2021	09:00	17:30	A
SRALEX	Alex	Christmas	25/12/2021	09:00	17:30	A
SRALEX	Alex	Boxing Day	26/12/2021	09:00	17:30	A

Installers

For Installers you need to download the Workflow settings Excel document

If it is a new entry leave the PKId Column blank, If updating or editing a previous entry a PKid will be present.
Enter the Installers code
The date that the installer will not be available
Add FALSE to inform BUZ that the Installer wont be picking up any items that day as well
Installer hours set to -1
- -1 tells BUZ to ignore that whole day, 0 will still count this as a production day and may affect the dispatch date for orders
Add a Description if required
Next let BUZ know that the line is TRUE
A for Add

Installer Code	InstallDate	InstallerPicksUp	Descn	Is Current	Operation
FRANK	1/01/2021	FALSE	New Years	TRUE	A
FRANK	26/01/2021	FALSE	Australia Day	TRUE	A
FRANK	2/04/2021	FALSE	Easter	TRUE	A
FRANK	3/04/2021	FALSE	Easter	TRUE	A
FRANK	4/04/2021	FALSE	Easter	TRUE	A
FRANK	5/04/2021	FALSE	Easter	TRUE	A
FRANK	25/04/2021	FALSE	ANZAC Day	TRUE	A
FRANK	14/06/2021	FALSE	Queens Birthday	TRUE	A
FRANK	4/10/2021	FALSE	Labour Day	TRUE	A
FRANK	25/12/2021	FALSE	Christmas	TRUE	A
FRANK	26/12/2021	FALSE	Boxing Day	TRUE	A

Production

This relates to the Job Tracking Line, so it is a good idea to download both excel sheets so that you have the relevant codes

Job Tracking Exceptions

To allow customers to enter orders but for them not to fall on the days that you have holidays or closed

Settings
Workflow timing…….
Export Import Workflow Timing Settings
Download current layouts and select Job Tracking Exceptions

Enter your information Production Line Code, Production Date, Capacity, Description, Is Current, Operation

Note: Production Line code is the Job Tracking Line code

PkId	Production Line Code	Production Date	Capacity	Description	Is Current	Operation
	ROLL	2/01/2023	-1	New Years	TRUE	A
	ROLL	26/01/2023	-1	Australia Day	TRUE	A
	ROLL	7/04/2023	-1	Easter	TRUE	A
	ROLL	8/04/2023	-1	Easter	TRUE	A
	ROLL	9/04/2023	-1	Easter	TRUE	A
	ROLL	10/04/2023	-1	Easter	TRUE	A
	ROLL	25/04/2023	-1	ANZAC Day	TRUE	A
	ROLL	12/06/2023	-1	Queens Birthday	TRUE	A
	ROLL	2/10/2023	-1	Labour Day	TRUE	A
	ROLL	25/12/2023	-1	Christmas	TRUE	A
	ROLL	26/12/2023	-1	Boxing Day	TRUE	A
	PANEL	2/01/2023	-1	New Years	TRUE	A
	PANEL	26/01/2023	-1	Australia Day	TRUE	A
	PANEL	7/04/2023	-1	Easter	TRUE	A
	PANEL	8/04/2023	-1	Easter	TRUE	A
	PANEL	9/04/2023	-1	Easter	TRUE	A
	PANEL	10/04/2023	-1	Easter	TRUE	A
	PANEL	25/04/2023	-1	ANZAC Day	TRUE	A
	PANEL	12/06/2023	-1	Queens Birthday	TRUE	A
	PANEL	2/10/2023	-1	Labour Day	TRUE	A
	PANEL	25/12/2023	-1	Christmas	TRUE	A
	PANEL	26/12/2023	-1	Boxing Day	TRUE	A
	CURT	2/01/2023	-1	New Years	TRUE	A
	CURT	26/01/2023	-1	Australia Day	TRUE	A
	CURT	7/04/2023	-1	Easter	TRUE	A
	CURT	8/04/2023	-1	Easter	TRUE	A
	CURT	9/04/2023	-1	Easter	TRUE	A
	CURT	10/04/2023	-1	Easter	TRUE	A
	CURT	25/04/2023	-1	ANZAC Day	TRUE	A
	CURT	12/06/2023	-1	Queens Birthday	TRUE	A
	CURT	2/10/2023	-1	Labour Day	TRUE	A
	CURT	25/12/2023	-1	Christmas	TRUE	A
	CURT	26/12/2023	-1	Boxing Day	TRUE	A

Note: the Operation is "A" for adding a new exception, a Pkid will be created by BUZ so do not fill this in. In the example above i have used the ALL Production Line Code as this reflects all Production lines. If you have different Production lines away at different times you will need to add them individually.