PRODUCTION Orders - Reports

Accessing and generating Production Manager reports for Print / Preview / Email

 

• Access 
  • Production Order List

       

• • • select or multi-select the record(s) from the filtered or unfiltered list
    • choose Print Selected or Print All

         

• • Production Order Details
• Generating Reports / Forms
  • from the Spire Reports list, select the report(s) you wish to run
  • highlight the report to check the description below to see if it's what you expect

                       

• • select the run method:
    • Print
      • accept or change the Printer
      • accept or change the Paper Source
      • printer format permitted, select from Duplex options
      • accept or change the number of Copies
      • option to Save Defaults so same settings will be used next time this report is selected for printing
    • Email

• • • • Setup
        • establish Company Settings
        • establish User Settings  
      • select Recipients

                         

• • • • • type the email address(es) in the To box (separate additional email addresses with ‘;’)
        • accept or change the CC and BCC recipient(s) default as set in User / Company settings
      • Attachments box displays all reports being sent

• • • • select from available email addresses for the From and Reply-To fields
      • enter the message in the bottom box
      •   Print Reports that are attached to the email

• • • • option to Select Template or set up a new one:

• • • • • Edit > Email templates

                                           

• • • • •   New template

                                 

• • • • • enter Template Name
        • enter Subject for the email
        • enter the email message in the Body section, in the Rich Text tab if you want to use formatting (bullets, etc) or the Raw HTML tab if you want to add special formatting or insert an image, or the Plain Text tab if you want to avoid any formatting 
        • option to Insert Param merge field(s) into the subject or message body (in this case User First and Last names)

                                     
                                    

• • • • • option to make this a Shared Template (other Users will have access to it) or a Personal Template

• • • • • if not using a template, then manually enter the Subject and Message, selecting either Rich Text, Raw HTML, or Plain Text tab 

• • • •   Attach File of any type
      • Insert Param merge fields for this email
      •   Open Related to open the record (Production Order) this email was generated from
      •   Send the email or Save / Save Close and Edit / Send later from the Email module

• • • Preview - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:

• • • • use Ctrl + scroll to zoom in or out
      •   Print the report currently in the viewer window
      •   Print All reports if multiple reports were chosen (shown by multiple tabs)
      •   Export
        • • select the Format
          • select the Destination
            • Application will open the program on your computer that is associated with the Format you chose
            • Disk file will prompt you to save the Report in the Format you chose
            • Exchange Folder allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook
          • click OK
      • Find to search text of the document  

• • • •   navigate through pages of the displayed report alternatively to scrolling down

 

• • • Security on Reports / Forms can be established at Company Level, User Level or Server Level
      • Company Level - Edit > Company Settings > Reports

                   
 

• • • • • Disable Security gives full access to all users for all reports to Preview / Print / Export / Email unless Security is Enabled in User Settings (described below)
        • Enable Security gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email=
      • User Level - Edit > User Settings > Reports
        • Company Default uses settings established in Edit > Company Settings > Reports
        • Disable Security gives access to all reports within the modules this User has access to
        • Enable Security opens up the checkmarks below Preview / Print / Export / Email to remove access
      • Server Level - Tools > Server Administration
        •   select a report in the list
        •   delete or disable

• Available Production Order Reports

Report Name	Location
Communications	Production Order > Communications Tab
Materials Requirements by Inventory	Production Order List
Production Build	Production Build / Production History
Production Order	Production Order / Production Order List
Production Schedule	Production Order List
Production Template	Production Template / Production Template List
Production Trial Build	Production Order
Production WIP by Order No	Production Reports tab
Production WIP Reconciliation	Production Reports tab
Requisitions List	Requisitions List / Production Order (New Requisition) / Production Order List > Requisition Details (New Requisition)