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Sales order items pre-production tasks (PPTASKS)

The Sales order items pre-production tasks (PPTASKS) allows users to filter Sales order items (COAITEM) with pre-production tasks, efficiently.

The user can also create new pre-production tasks directly from the list.

Add pre-production tasks on every level

The user can expand the Product name column to display every level of a structure, including sub-structures allowing the user to add pre-production task where they are needed.

Read more about pre-production tasks here.

Overview

The application is divided into the Header area and the List area.

To open the Sales order items pre-production tasks (PPTASKS) application, find Production in the RamBase menu and then select Planning. Click Assign pre-production tasks to order to open the Sales order items pre-production tasks (PPTASKS) application.

Header

Filtering the listed Sales order items (COA) is done from the Header area. The available fields, dropdown menus, checkboxes and buttons are listed in the table below:

Fields, dropdown menus, checkboxes and buttons

Icon

Description

Quick search

Quick_search.png

A free text search field. Click Filter icon to include or exclude; Sales order identifier and/or Product name.

Location

Filtering on a specific Location (LOC) can be done by selecting a location from the drop-down menu. Only one location can be selected at a time.

Product

Filtering on a specific Product (ART) can be done by selecting a product from the dropdown menu. All products can be included in the search, or the user can select one specific product.

Seller

Filtering on a specific seller can be done by selecting a seller from the dropdown menu. All sellers can be included in the search, or the user can select one specific seller.

Customer

Filtering on a specific Customer (CUS) can be done by selecting a customer from the dropdown menu. All customers can be included in the search, or the user can select one specific customer.

Planner

Filtering on a specific production planner can be done by selecting a user from the dropdown menu. All production planners can be included in the search, or the user can select one specific production planner to filter on.

Assignee

Filtering on a specific assignee can be done by selecting a assignee from the dropdown menu. All assignee can be included in the search, or the user can select one specific assignee.

Only structures

To only list Sales order items (COAITEM) of Type = K, KS, KM or KA, check the Only structures checkbox. This also applies when expanding the Product name column. Only structures will be displayed.

Reset all filters

To reset the list, and remove all selected filter options, click the Reset all filters button.

Search field

Click the Search field and then press SPACEBAR. This will list all of the available fields to filter the list on.

Read more about filtering in RamBase here.

Filter builder

filter.svg

Click the Filter builder icon to list all Standard filters, My saved filters or to Create custom filters. All custom filters can be saved and then added to the My saved filters area.

Standard filters

  • Active - Lists all Sales order items (COAITEM) in:

    • Status 2 - Pending purchase or production

    • Status 4 - Pending scheduled shipping

    • Status 6 - Delayed

    • Status 8 - Ready for shipment

  • Items confirmed this week

    • Lists all Sales order items (COAITEM) with confirmed delivery date on the current week.

  • Confirmed later than requested

    • Lists all Sales order items (COAITEM) with confirmed delivery date later than the requested delivery date.

  • Delayed - Lists all Sales order items (COAITEM) in:

    • Status 6 - Delayed

  • My items

    • Lists all Sales order items (COAITEM) where the current user is the assignee.

  • My open items - List all Sales order items (COAITEM) where the current user is the assignee, and in the following statuses:

    • Status 2 - Pending purchase or production

    • Status 3 - Pending goods reception

    • Status 4 - Pending scheduled shipping

    • Status 5 - Pending sales order change request

    • Status 6 - Delayed

    • Status 8 - Ready for shipment

  • Open items - List all Sales order items (COAITEM) in the following statuses:

    • Status 2 - Pending purchase or production

    • Status 3 - Pending goods reception

    • Status 4 - Pending scheduled shipping

    • Status 5 - Pending sales order change request

    • Status 6 - Delayed

    • Status 8 - Ready for shipment

  • Items with possible delivery problems - Lists Sales order items (COAITEM) in:

    • Status 6 - Delayed

      OR

      Sales order items (COAITEM) that are missing a confirmed delivery date, or the confirmed delivery date is later than the requested delivery date, in the statuses:

    • Status 2 - Pending purchase or production

    • Status 4 - Pending scheduled shipping

    • Status 8 - Ready for shipment

List

The Sales order items pre-production tasks (PPTASKS) application has a locked set of columns. Notable functionality is the option of creating new pre-production tasks on every level, opening the Task (TASK) application and in general using the View and Collapse/Expand icons to quickly check included products, structures and the various sources of Sales order items (COAITEM).

The columns are described in the following table:

Column

Icon

Description

Status

OOV_Status.png

Displays the status of the Sales order item (COAITEM).

Available statuses:

  • Status 0 - Imported

  • Status 1 - Pending registration

  • Status 2 - Pending purchase or production

  • Status 3 - Pending goods reception

  • Status 4 - Pending scheduled shipping

  • Status 5 - Pending sales order change request

  • Status 6 - Delayed

  • Status 8 - Ready for shipment

  • Status 9 - Processed

Sales order item

View_details_icon_PBM.jpg

Displays the identifier of the Sales order item (COAITEM). Click the View icon to open the Sales order item (COAITEM) application to view and edit further details.

Initial sales order

View_details_icon_PBM.jpg

Displays the Sales order (COA) identifier number of the original Sales order (COA), which the listed Sales order item (COAITEM) was forwarded from.

Click the View icon to open the Sales order (COA) application to view and edit further details.

Customer

View_details_icon_PBM.jpg

Displays the name of the Customer (CUS) linked to the Sales order item (COAITEM).

Click the View icon to open the Customer (CUS) application.

Planner

View_details_icon_PBM.jpg

Lists the name of the employee set as planner in either the Sales order (COA) or Production work order (PWO) application.

Click the View icon to open the Personnel (PER) application to view the user details.

Qty

Displays the quantity of products included in the Sales order item (COAITEM).

Type

  • Type_P.png - Part

  • Type_K.png - Kit

  • Type_KA.png - Kit assembly

  • Type_material.png - Material

  • Type_Value_added_service.png - Value added service

  • Type_Consumption.png - Consumption part

  • Type_KM.png - Service

  • Type_KS.png - Kit structure

  • Type_R.png - Rental

  • Type_WH.png - Work hours

  • Type_WP.png - Project order

  • Type_WX.png - External work

  • Type_X.png - Expenses

  • Type_XF.png - Freight

  • 'Type_Z.png - Non stock material

The Type column displays the type of the Product (ART) included in the Sales order item (COAITEM). This is visualized with a corresponding icon and abbreviation.

Note that some icons, like the ones for structure (type = K, type = KA, and so on), can be clicked to open the Kitart (KITART) application to inspect the Product structure (KITART).

Product name

View_details_icon_PBM.jpg

Displays the name of the Product (ART) included in the Sales order item (COAITEM).

Click the View icon to open the Product (ART) application to view and edit details on the product.

Use the Collapse and Expand icons to display or hide the materials, parts etc. included in a structure.

Expanding a structure allows the user to add pre-production tasks to every level, including sub-productions.

Triangle_right.png / Triangle_down.png

Revision

Displays the product/part revision of Sales order item (COAITEM). Products/parts get a new revision number due to changes in materials/parts within the structure.

Read more about product revision here.

Pre-production tasks

  • Task_s1.png - Status 1 - To do

  • Task_s4.png - Status 4 - In progress

  • Task_s5.png - Status 5 - In review

  • Tasks_s7.png - Status 7 - Rejected

  • Task_s8.png - Status 8 - Done

  • Task_s9.png - Status 9 - Archived

The Pre-production tasks column displays all pre-production tasks linked to the Sales order item (COAITEM). Each task is represented by an icon. These icons can be clicked to open the Task details (TASK) application to view and edit details. Note that all icons will also display the title. The user must therefore click the icon, and not the text to open the Task details (TASK) application.

Read more about pre-production tasks here.

Show_all_pre-production_tasks.png

Click the Show all pre-production tasks to open a related popup listing all pre-production tasks.

Note

The space in the Pre-production tasks column is limited. Therefore only a limited number of tasks can be displayed, meaning others can be hidden.

Create_new_pre-production_task.png

Click the Create new pre-production task icon to open the related popup.

Create new pre-production task popup

  • Task template dropdown menu with View icon

    • To select a predefined template for the task, click the Task template lookup field. To create or inspect templates, click the View icon to open the Task templates (TTT) application.

  • Deadline field with Calendar and Time icons

    • Type a deadline for the task in the YYYY.MM.DD hh:mm tt format. Optionally use the Calendar and Time icons to set a deadline for the task.

  • Responsible area dropdown menu with View icon

    • To set a role responsible for the task, click the Role lookup field and select a suitable role. The user may also use the View icon to view the defined Roles (ROLE) in the current system.

  • Assigned to dropdown menu with View icon

    • To change the assignee of the potential pre-production task, click the Assigned to field. The current user will be suggested assigned. The user may also click the View icon to open the Personnel (PER) application on the current selected assignee to view details.

  • Priority dropdown menu

    • To set the priority of the task, click the Priority dropdown menu. The user may set the priority to one of the following; Critical, High. Medium or Low.

  • Source field with View icon

    • The Source field displays the identifier of the Sales order (COA). Click the View icon to open the Sales order (COA) application.

  • Product field with View icon

    • Displays the name of the Product (ART) included in the Sales order item (COAITEM). To view and inspect details, click the View icon.

  • Product revision with View icon

  • Create button

    • To create a new pre-production task, click the Create button. Note that a Task template must be selected before the user can create.

  • Cancel button

    • To cancel the addition of a new pre-production task, click the Cancel button.

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