PRODUCTION ORDERS - Access / List Functionality

 

• Access
  • Production text menu
  • Module List > Production

• Refresh - load any new Production Orders that may have been created by another user since the last time data has been refreshed and that may not be displayed
• Production Order List Customization
  •   Filters - create a filter for this list
    • click Filters
    • choose Any or All selector
    • select from the list of fields to set the criteria
    • select from the operators ie: ‘is one of’, ‘is not’, ‘Next x days’, etc - this operators list changes based on the field selected in the previous step
    • enter the criteria information (ie: ‘Pending’)
    • if desired click to add a line of criteria
    • to remove the criteria line, click
    • make any column adjustments (see Column Customization)
    • select Filters for save options:

                            

• • • • Save as default - this filter will be active whenever viewing Production Orders
      • Remove default to remove the previously set default Filter
      • Save filter if you are making changes to a previously saved Filter
      • Save filter as… will allow you to name the Filter with the following settings:
        • give this filter a name 

                                   

• • • • • select User if this filter it will be used just for this User
        • select Company if it is to be accessed by all users accessing this Company data
        • Show in module list to display beneath the module
        • Save column state if you have removed or added columns, or have sorted the list by one of the columns
        • click OK
        • the new Filter is also accessible in the Filter menu:

                                            

• • • • click on the Filters button to release the current filter to see entire list or start a new filter
    • Icon Menu Customization
      • hover over the Icon Group handle until you see
      • drag the Icon Group to where you want it
    • Column Customization
      • drag and drop columns for preferred positioning
      • right-click on any column heading to list to identify which columns you wish to see in the grid

                           

• • •   Column Sort / Search - click on any column heading to sort the list by that column
      • further narrow your search by just typing (you will see the typed letters turn green) and the list will highlight the closest match, in currently sorted column 

                         

• • • - type any character(s) into the field and the list will narrow to only records containing the character(s) typed, somewhere in the details

               

• • • * note * this also searches Components
  • open a Production Order to use the Navigate buttons to page through Production Orders in the list, filtered or not filtered, in order of the current column sort        

•   Export Production Order List - see PRODUCTION ORDERS - Export
•  Add new Production Order - see PRODUCTION ORDERS - Add New
•  Edit the selected Production Order - see PRODUCTION ORDERS - Edit
•  Delete the selected Production Order(s) - see PRODUCTION ORDERS - Delete
•  Print reports for the selected Production Order(s) - see PRODUCTION Reports
•  Copy the selected Production Order into a new one - see PRODUCTION ORDERS - Copy New
•  Build the selected Production Order - see PRODUCTION ORDERS - Build
•  Requisition items on the selected Production Order(s) - see PRODUCTION ORDERS - Requisitions
•  Pull From Template if there have been any changes made to the original template and you want to load those changes into this Production Order (see Production Templates)
•  Next Status moves the selected Production Order(s) into the next Status, sequenced as follows:
  
  • 1.  Open - ready to process, inventory items are not yet committed
  • 2.  Pending - waiting for go-ahead, inventory items are committed
  • 3.  In Progress - production has started, inventory items are committed
•  Next Phase moves the selected Production Order(s) into the next Phase, the sequence for which is custom - see PRODUCTION ORDERS - Phases
• Production Order List Context Menu - right-click any line to display