Works Order Header and Detail Pick Lists

Diamond and Premier Only

 

Earlier releases have introduced definable pick lists into Order Processing for the Sales/Purchase Order Headers, Sales and Purchases Ledgers and Stock Control. Release 6.8 now extends this facility to the Bill of Materials Works Order Header and Details.

The pick lists allow you to review a set of works order headers or details, allowing enquiry options plus updating/editing records as required. Up to nine pick lists can be defined for the Works Order Header file and a further nine pick lists for the Works Order Detail file. Each list has its own selection criteria and definition layout which can be configured as needed.

Selecting your pick list menu option will prompt, if configured, for you to confirm or enter any required selection criteria or filters and will then list the applicable works order header / details for review.

Available actions to perform against the highlighted entry include:

• Enquiry– links to the Works Order Enquiry option for the currently selected Works Order record.
• Zoom– links to the Ledger Enquiry option for the currently selected Works Order.
• Update– links to the Update Works Order Header screen for the current Works Order Header, linking to the Update Works Order Detail Screen on Detail pick lists.
• Details – links to the Works Order Detail Entry options for the current Works Order.
• Edit– allows amendment of pre-set list of data items for the current Works Order Header/Detail record.
• Document – allows link to a Print Order or Build Order document for the current Works Order (Header pick lists only)
• Excel– outputs the current pick list to Excel
• Close– exits from the pick list

Installation

Application User Facilities

To configure the Works Order Header and Detail you need to update parameters within the Application User Facilities. To set these options select Installationfrom the main menu followed by Application Manager and then Application User Facilities. Select the Bill of Materials application and then select the Enter/Amend Orders option, the Works Order Header and Detail pick lists can be configured from this menu by selecting either Definable Order Header Pick Lists or Definable Order Detail Pick Lists as required.

Selecting the Pick List menu option offers a list of up to nine definitions that can be updated / set as required.

Update Which Entry (1-9) – select the entry number of the pick list definition you wish to create / update.

Pick Title – enter title for the Works Order Header/Detail pick list. This title is displayed as the form header when using the pick list at run-time.

Specify Default Selection Criteria – set any default criteria to be applied. If not set then criteria can still be entered manually at run-time.

Allow Changes to Selection Criteria – if any default criteria set then this option controls whether the operator can amend the default criteria or not.

Remember Changes to Selection Criteria – if default criteria set andallowing changes to the criteria then this option controls whether any changes to the default criteria are remembered for next use.

Start from Header Slot Number – each Datafile Database has ten slot or control numbers that contain ‘record numbers’ used as starting points for processing within the system. Some of these slots are used for internal processing and others can be maintained within your own ProFiler applications. This option asks if you wish to use one of the slot numbers as the starting point for the records to be updated.

Items to Display – select up to ten items to be displayed from the Works Order Header/Detail file (as appropriate)

Sort on Items – select up to four items from the Works Order Header/Detail file upon which the pick list is to be sorted. Also set whether these sort items are to be processed in ascending or descending sequence.

Allow View (Enquiry) Action – set whether the Works Enquiry option is to be allowed against the Works Order.

Allow Zoom Action – set whether the pick list can link to the Ledger Enquiry for the highlighted Works Order.

Allow Details Action – set whether the pick list can link to the Works Order Detail entry actions for the highlighted Works Order.

Allow Excel Action – set whether you allow output of the pick list to an Excel spreadsheet.

Allow Edit Action – set whether you wish to allow edit of nominated items on the Works Order Header / Detail record.

Allow Update Action – set whether the pick list can link to the Update screen for the highlighted Works Order Header/Detail.

Allow Document Action – set whether the pick list can link to a Print/Build Document for the Works Order Header (Header Pick Lists only).

Load Document Type – select P to link to a Works Order Print (Acknowledgement) document or B to link to a Works Order Build document (Header Pick Lists only).

Which Document Entry No – select which document (1-6) to link to. Note the documents linked to must not be set for Automatic Run or Multiple Order processing (Header Pick Lists only).

Automatic Mode – select whether the document is to be processed automatically for the highlighted works order (Header Pick Lists only).

Include / Exclude Items – this option allows you to set additional filter options against the Works Order Header/Detail database. For each filter item you select the data item you wish to filter on, the heading displayed on screen (if left blank the data item name is used), whether you wish to default to including or excluding records based on this filter. The filter options work on a blank / non-blank status when including or excluding but, for X-type items, you can also set enable a ‘Check Equal’ function that would allow run-time entry of a value to match when including or excluding records.

Edit Action Items / Update – select up to sixteen items from the Works Order Header or Detail record as appropriate to be displayed in the edit function and also set whether the operator is allowed to update this item. Care should be taken when selecting the items to update as system validation rules are not applied.

Menu Design

The pick list options need to be added as required to the Stock Control menu. To add a new menu option sign-on as the CONFIG user and select Application Menu Design, choose the menu to update (the main Bill of Materials menu is BM.D03, or you may wish to add a utility menu if creating a large number of pick lists) and then select to update either the left or right-hand menu. Move down to a blank menu entry and enter the title required then press <Enter> to enter the menu parameters.

Applic, Program or Notes P-Program

Menu Name or Program Path BM.EXE

Parameter 791x for Works Order Header Pick Lists, 792x for Works Order Detail Pick Lists (where X corresponds to the definition entry number required)

NB: Other options can be set as required.