Orders overview (OOV) application
The Orders overview (OOV) application lists all open Sales order items (COAITEM) with a Production work order (PWO). It is an alternative to the Production backlog customer backlog (PBCOA). The filtering options allow for easy organizing to the users' need.
The following areas are described in the sections below:
The Orders overview header
The Orders overview list
The Orders overview header
The Orders overview header contains fields which are used to filter the list below.
Further filtering can also be done in certain popups related to a search field.
Read more about filtering in RamBase here.
Fields and buttons | Description |
|---|---|
Quick search field | Click on the Search field to look up a specific Sales order item (COAITEM), Production work order (PWO) or a Product (ART). The owner of a document can also be found, for example a Goods reception (SSA) identifier number, if the linked production has been forwarded to stock. Click on the Quick search filter icon to select which of the following options are to be included in the search:
|
Location field | Click on the Location field to filter the Sales order item (COAITEM) list on a specific Location (LOC). Click on the Arrow down icon to select, or search for, a location from the Location popup. |
Product field | Click on the Product field to filter the Sales order item (COAITEM) list on a specific Product (ART). Click on the Arrow down icon to select, or search for, a Product (ART) from the Product popup. The user can also create a new Product (ART) by clicking on the Create new product icon in the lower left corner of the popup. This will open the Product (ART) application. |
Seller field | Click on the Seller field to filter the Sales order item (COAITEM) list on a specific seller. Note that only employees in Status 4 - Active will be available. |
Customer field | Click on the Customer field to filter the Sales order item (COAITEM) list on a specific Customer (CUS). Typing will open the popup from which a Customer (CUS) can be selected. |
Sales order planner field | Click on the Sales order planner field to filter the Sales order item (COAITEM) list on the planner set in either the Sales order (COA) or Production work order (PWO) application. |
Assignee field | Click on the Assignee field to filter the Sales order item (COAITEM) list on a specific employee. |
Reset all filters button | Click the Reset all filters button to remove all filters and show all open Sales order items (COAITEM) in the list. |
The Orders overview list
The displayed Sales order items (COAITEM) are based on the selections made in the Orders overview fields area.
Column | Icon | Description | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
St |
| Displays a status icon indicating the status of the Sales order item (COAITEM).
| ||||||||||||||||||||||||||||||||
Qty | Displays the quantity of the Sales order item (COAITEM). | |||||||||||||||||||||||||||||||||
Id |
| Displays the Sales order (COA) identifier number. For example COA/123456. To quickly access that Sales order (COA), type "COA/123456" in the Program field. Or click the View icon to open the Sales order (COA) application. | ||||||||||||||||||||||||||||||||
Info |
| The Warning icon will be displayed if there are any information which should be taken into account. Hover over the icon for more information. Examples are:
| ||||||||||||||||||||||||||||||||
Initial sales order |
| Displays the Sales order (COA) identifier number of the original Sales order (COA), which the current Sales order (COA) was forwarded from. Click the View icon to open the Sales order (COA) application. | ||||||||||||||||||||||||||||||||
Customer |
| Displays the name of the Customer (CUS) linked to the Sales order (COA). Click the View icon to open the Customer (CUS) application. | ||||||||||||||||||||||||||||||||
End customer | Displays the name of the end user of the product. | |||||||||||||||||||||||||||||||||
Customers reference number | Displays the customers reference number derived from the Sales order (COA). | |||||||||||||||||||||||||||||||||
Scheduled shipping date | Date when the goods was/will be shipped from the warehouse. | |||||||||||||||||||||||||||||||||
Confirmed delivery date | Confirmed date of delivery. Date of which the customer can expect the arriving goods. | |||||||||||||||||||||||||||||||||
Work order |
| Displays the Production work order (PWO) identifier number. For example PWO/123456. To quickly access that Production work order (PWO), type "PWO/123456" in the Program field. Or click the View icon to open the Production work order details (PWOD) application. Regarding icons, note that:
Hover over an icon to display relevant information. | ||||||||||||||||||||||||||||||||
Sales order revision | Displays the Product (ART) revision which has been sold. The revision will typically be a major change, as opposed to minor changes stored in the version of the Product structure (KITART). | |||||||||||||||||||||||||||||||||
Revision |
| Displays the current Product (ART) revision in production. The revision will typically be a major change, as opposed to minor changes stored in the version of the Product structure (KITART). Note the Warning icon if there is a mismatch between the Product (ART) revision sold, and the Product (ART) revision in production. | ||||||||||||||||||||||||||||||||
Latest product revision | Displays the latest Product (ART) revision. The revision will typically be a major change, as opposed to minor changes stored in the version of the Product structure (KITART). | |||||||||||||||||||||||||||||||||
Finance project |
| Displays the linked Finance project (PRJ) identifier number. Click the View icon to open the Finance project (PRJ) application. | ||||||||||||||||||||||||||||||||
Delivery project |
| Displays the linked Delivery project (PRO) identifier number. Click the View icon to open the Delivery project (PRO) application. | ||||||||||||||||||||||||||||||||
Assignments |
| Displays the Inspect assignments icon. Click the Inspect assignments icon to open the Stock assignment registry (SARS) application to view and edit details. | ||||||||||||||||||||||||||||||||
Owner |
| References the owner document of Stock assignment registry (SAR) which the current Sales order (COA) is linked to. | ||||||||||||||||||||||||||||||||
Product |
| Displays the name of the Product (ART) included in the Sales order (COA) and its description. Click the View icon to open the Product (ART) application. | ||||||||||||||||||||||||||||||||
Confirmed completion date | The date on which completion of the production is confirmed. This is confirmed in the Production work order details (PWOD) application. | |||||||||||||||||||||||||||||||||
Scheduled completion date |
| The date on which completion of the production is scheduled. The Warning icon will be displayed if there are any information which should be taken into account. Hover over the icon for more information. Examples are:
| ||||||||||||||||||||||||||||||||
Assignee |
| List the name of the assigned employee. Click the View icon to open the Personnel (PER) application. | ||||||||||||||||||||||||||||||||
Seller | Lists the name of employee who is set as seller on the Sales order (COA) document. | |||||||||||||||||||||||||||||||||
Sales order planner | Lists the name of the employee set as planner in either the Sales order (COA) or Production work order (PWO) application. | |||||||||||||||||||||||||||||||||
Project leader | Lists the name of the employee set as project leader in either the Sales order (COA) or Production work order (PWO) application. | |||||||||||||||||||||||||||||||||
Document controller | Lists the name of the employee set as document controller in either the Sales order (COA) or Production work order (PWO) application. | |||||||||||||||||||||||||||||||||
Planned time | Planned time on the Production work order (PWO). | |||||||||||||||||||||||||||||||||
Accrued time | Total registered time of the Work log elements from the Production work order (PWOD) application. Includes all completed and ongoing work log elements. | |||||||||||||||||||||||||||||||||
Remaining time | Displays the remaining time for the operations of the Production work order (PWO) set in the Product (ART) structure. | |||||||||||||||||||||||||||||||||
Planned cost | Planned production cost. | |||||||||||||||||||||||||||||||||
Accrued cost | Sum of all ongoing and finished productions linked to the Sales order item (COAITEM). | |||||||||||||||||||||||||||||||||
Remaining cost | Displays the remaining cost. Details can be viewed by clicking on the View icon in the Work order column and then clicking on the Cost button in the Links area, in the Production work order details (PWOD) application. | |||||||||||||||||||||||||||||||||
Material cost | Cost of materials that are picked for the linked Production work order (PWO) and sub Production work orders (PWO). Details can be viewed by clicking on the View icon in the Work order column and then clicking on the Cost button in the Links area, in the Production work order details (PWOD) application. | |||||||||||||||||||||||||||||||||
Documentation |
| Click the Inspect document status overview icon to open the Manufacturing record book (MRB) application. The Manufacturing record book (MRB) application displays a graphical report and a document list of the required documents for the production. | ||||||||||||||||||||||||||||||||
| Click the View document requirements icon to open the Document requirements popup.
| |||||||||||||||||||||||||||||||||
Scheduled production tasks |
| The number of scheduled production tasks will be displayed next to the Scheduled production tasks icon. Click the Scheduled production tasks icon to open the Scheduled production tasks popup. Three tabs are available:
Select a task and press ENTER to open a relevant application for the task. | ||||||||||||||||||||||||||||||||
| Inspect the production plan for the Sales order (COA). Click the Inspect production planning icon to open the Production planning (PRODPLAN) application on the Orders tab. | |||||||||||||||||||||||||||||||||
| Check the progress of the associated Production work order (PWO). Click the Inspect production work order progress icon to open the Production work order progress (PWOPROG) application. | |||||||||||||||||||||||||||||||||
| Check the status of sub productions. Click the Inspect sub productions icon to open the Inspect subproductions (PWOTREE) application. | |||||||||||||||||||||||||||||||||
| View planned operations. Click the Inspect planned operations icon. | |||||||||||||||||||||||||||||||||
| Click the Arrow icon to open the Sales order item (COAITEM) in the Sales order item (COAITEM) application. Alternatively, select a Sales order item (COAITEM) from the list and press ENTER. |
