PRODUCTION ORDERS - Communications

Document and /or schedule communication on a record or event related to a Production Order

• Refresh to load any Communications that may have been posted by another user since last refresh and that may not be displaying on this list
•   Filter / Search /Customize Communication List - see Production Order List Customization

• Export selected Communication(s) in Excel or CSV format - see Production Orders Export
• New Communication / Attachment for this Production Order

 

• • option to Insert Date/Time into body of message

       

• •   Add Attachment(s) of any file type which will copy the file to C:\ProgramData\Spire\media
    • to centralize these files, there is the option to Migrate them onto the Spire Server in C:\ProgramData\Spire\media\(database name)
      • Tools > Migrate Files
        

                               

• • • Add Link for a URL or file not in the centralized location mentioned above
    •   Open Related (in this case, the Production Order)
    • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up
    • enter Subject
    • select Type from a preset list or add a New one on-the-fly from the browse list

                   

• • • enter the message in the body
    • Assigned To - any active user set up in the system
    • Due Date (triggered by system date, not logon date) - schedule the message to:
      • popup at the assigned User’s logon

                         

• • • • • see all scheduled Alerts in Tools > View Notes Due Today
      • display a yellow banner when this Production Order is opened

                     

• • • • display on their Calendar, where the Communication can be viewed / accessed, with view options:

             

• • • • • Show Modules to select which originating Modules to display, from modules you currently have access to
        • Show Users to select which User’s entries you wish to see in your Calendar - activate in User Setting View All Calendars (each User’s entries will be a different colour)
        • Show Unassigned to also see entries not assigned to any User (Unassigned entries will be black)
        • Show Completed to display all Communication entries that have been Marked Completed 
      • Number - option to numerically code or sequence the communication for sorting in Filters and Reports
      • Completed Date - enter any date here to stop notification
      • Print is only applicable to Communications on Inventory Items, Customers and Vendors for Sales or Purchase Order forms
      • Alert will cause a red banner to display when this Production Order is opened:

                         

• • • •   Save or   Save and Close or  Save and Create New

• • Communications will also display in the Communications module, where you have access to the following:
    • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up when you don’t want to delete it
    • Open Related (Production Order)
    • option to Edit / Delete selected Communication(s)
    • Print reports on the selected Communications from the filtered or unfiltered list 
    • Communication Context Menu - right-click on any line(s) in the list

                         

 

Note that the colour of the banner displayed indicates the ‘status’ of the note:

• Yellow - a Due Date has been entered
• Red - Alert has been checked
• Blue - no date has been entered, and Alert has not been checked