[en] Knowledge Center

[en] Quick search

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

[en] Location

[en] 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.

[en] Product

[en] 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.

[en] Seller

[en] 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.

[en] Customer

[en] 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.

[en] Planner

[en] 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.

[en] Assignee

[en] 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.

[en] Only structures

[en] 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.

[en] Reset all filters

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

[en] Search field

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

[en] Read more about filtering in RamBase here.

[en] Filter builder

[en] 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.

[en] Status

[en] Displays the status of the Sales order item (COAITEM).

[en] Sales order item

[en] 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.

[en] Initial sales order

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

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

[en] Customer

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

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

[en] Planner

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

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

[en] Qty

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

[en] Type

[en] 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.

[en] 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).

[en] Product name

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

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

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

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

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[en] Revision

[en] 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.

[en] Read more about product revision here.

[en] Pre-production tasks

[en] 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.

[en] Read more about pre-production tasks here.

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

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