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Order Entry - Separate Reserved & On-Order Updating Flags

Datafile Software

Order Entry - Separate Reserved & On-Order Updating Flags

During works order entry the system controls whether component items are reserved and whether assembled items (the finished item and any sub-assembly components) are placed on-order based on the same control flag. This flag is set by default within the system profiles but can also be amended on screen.

This new feature allows a separate flag which, if configured, will allow the operator to control individually whether the stock records are updated on a reserved and/or on-order basis.



If configured, when adding the work order the operator can control individually whether component items are reserved and whether the finished item / sub-assembly builds are placed on-order. If separate flag items are configured but are not displayed on the order entry screen the system will apply the defaults from the system profiles.

Installation

Database Changes

One new item is required on the Works Order header file for this new feature. To add this new item select Installation from the main menu followed by Application Manager and then Restructure A Database. Select the Bill of Materials application. Elect to update the Live Files and then select the Works Order Header File. The existing data items are then displayed on screen, scroll-down to the next available blank entries and create the following items:

Item Type Description

ON-ORDER ? Flag item to identify whether Bill of Materials will update on-order stock for assembly items.

To insert a new item press <Enter> against a blank entry, enter the title as required and press <Enter>, select the item type (using the drop-down list if required), and depending on item type select the size required.

Once the additional items have been recorded press the <ESC> key and select the UPDATE button to save the database changes. When prompted respond ‘Y’ to the prompts to ‘Extract Existing Data to New Database Structure’ and, if appropriate, ‘Copy Table Entries from Old Database to New Database. Final prompts ask to ‘Remove (.OLD) Database’ and to ‘Carry Out the Same Restructure on the BASE File as well’ – respond as required. If you select to update the base file you need to manually insert the new items at the same data item positions as on the live file.

Database Profiles

The new data item needs to be referenced within the Database Profiles. To update these settings select Installation from the main menu followed by Application Manager and Set Database Profiles. Choose the Bill of Materials application as required before selecting the Header Optional 1 parameter screen.


On the left of the screen is the prompt Upd On-Order Stock – against this item reference the data item number of the equivalent item created above, <F4-Select> is available if required.

Note

Once the item is referenced within the Database Profiles then the system will refer to the on-order flag item to control whether on-order is to be or has been updated. You must use Datafiler Global Updates to set the on-order flag to ‘Y’ for any existing works orders where the reserved flag is currently ‘Y’.

Application Screen Layouts

The Works Order entry screens optionally need to be updated to input the on-order flag. To update the screen layout(s) users can sign on as the SYSTEM user-id (or if Premier any user with Installer rights) and right-click on the Enter Works Orders menu option before selecting the Enter New Order Header Screen. Alternatively users can select the Installation option from the main menu followed by Application Manager and then Application User Facilities. Select the Bill of Materials application before selecting Enter/Amend Orders and then Enter New Order Header Screen.


To insert the flag you’ll first need to add a text label of ‘Update On-Order for Assemblies’ (or similar), to do this use the mouse to position the cursor where required and then type the required text. To insert the data items position the cursor where required and press the <F4-Select> key and choose the data item required. Set whether items are view-only, mandatory or require uppercase input as required.

Once complete choose File and then Save & Exit. Before exiting completely review the Update Order Header Screen option, if this is set to use the same screen as Add then changes are complete, if not then you will need to duplicate the above change(s) as required.

System Profiles

The final change is to update the Bill of Materials System Profiles to, if required, default the on-order flag to ‘Y’ for new works orders. To update the profiles select Installation from the main menu followed by Application Manager and System Profiles. Select the Bill of Materials application and the new options are available on the first parameter screen.


Update BOM reserved for Works Orders

Update BOM on-order for Works Orders

Once the new On-Order flag is referenced within the Database Profiles the System Profiles are updated to display two separate parameters for updating reserved and on-order stock. These parameters control the default status of the reserved and on-order flags applied when new orders are created.

  • Release ID: 6.6