button
to display this Filter field. Use this field to find orders that are associated
with a specific Data Group.The Order form allows you to look up orders based on their order number, order status, item number, and/or data group. By default, you can modify the Order Status (Open, Active, Hold, etc.). You can modify additional Order properties if you enable these fields in your Form Profile.
The Operation, Quantity, and Element Activity tabs on the Order form show details about the order’s operations and activities, such as quantities and standard hours.
Detail Forms:
See Also:
Order Number
This is the identifying number for the Order.
Indicates the status of the order. In the Filter area of the form, you can use the Order Status field to look up orders that are COMPLETE, INACTIVE, CANCELLED, or OPEN. You can modify an order's status to OPEN, ACTIVE, HOLD, COMPLETE, CLOSED, CANCELLED, and INACTIVE.
Record Status
Indicates whether the order is Active or Inactive.
Item Number
Identifies the item number.
Data Group Name
Click the button
to display this Filter field. Use this field to find orders that are associated
with a specific Data Group.
Element Group Name
Click the button
to display this Filter field. If you are using Data Access Rights to restrict
access to orders, you can use this filter field along with the Element
Group Value filter field to display only the orders enabled for a specific
facility. Select Facility in this field and select the name of the facility
in the Element Group Value field. See Restrict
Access to Orders for more information.
Element Group Value
Click the button
to display this Filter field. If you are using Data Access Rights to restrict
access to orders, you can use this filter field along with the Element
Group Name filter field to display only the orders enabled for a specific
facility. Select Facility from the Element Group Name field and select
the name of the facility from the Element Group Value field. See Restrict
Access to Orders for more information.
If your Security Data Role does not include the FACILITY item, then no values will be available in this field.
Sender Name
Click the button
to display this Filter field. Use this field to find orders that originated
from a particular sender.
Note: The available Sender Name options may be affected by your Security Data Role. If your Security Data Role includes the SENDER_NAME item, this setting will restrict your access to Sender Names.
The Sender Name column in the middle of the form identifies the sender from which the order originated.
Primary UOM
Indicates the primary unit of measurement.
Order Qty Planned
Indicates the planned amount for the work order.
Overreporting Type
Determines whether over reported quantity will be specified as a PERCENTAGE or fixed AMOUNT. Percentage is calculated based on the value in the Order Qty Planned field.
Overreporting Amount
The percentage or amount value that can be over reported for the Order.
Underreporting Type
Determines whether under reported quantity will be specified as a PERCENTAGE or fixed AMOUNT. Percentage is calculated based on the value in the Order Qty Planned field.
Underreporting Amount
The percentage or amount value that can be under reported for the Order.
Qty Overcompleted
Indicates the (UOM) amount overcompleted compared to the Order Qty Planned value.
Priority
Identifies the order priority.
Inventory Code
Inventory Code associated with the Order. The Inventory Code is imported from Costpoint.
Start Date
Indicates the order start date.
End Date
Indicates the order end date.
Parent Order Num
Identifies an Order that is one level higher than the selected Order.
Reference Order Num
An internal reference number used to identify something related to this Order (i.e., a part number that the Order is building).
Order Type
ERP order type.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Administration > Charge Element > Order.
Click the
Filter button to display the filter fields. Use these fields (Order Num,
Order Status,
Record Status, Item
Num, Data
Group Name,
Element Group
Name, Element
Group Value,
and Sender Name)
to narrow your search.
Click Find.
To modify an order, select the order on the Order form and click the Modify button. Change the field values as necessary and then click Save.
The fields you can modify on the Order form will depend on which Modify Criteria are enabled in your Form Profile.
The DEFAULT Form Profile only has the Order Status field enabled for modification. You can enable other fields for modification in a custom Form Profile. To do so:
Click Main Menu > Configuration > Form Configuration > Form Profile.
If necessary, click the
Filter button to display the Form
Profile Name field.
Select a custom Form Profile from the Form Profile Name field.
On the left side of the form, click Web > Administration > Charge Element > Order.
On the Form Profile Detail tab on the right side of the form, go to the Modify Criteria section.
Move the fields you want to enable from the Available box to the Selected box. The fields in the Selected box can be modified on the Order form.
Click Save.
The next time you click Modify on the Order form, you will be able to modify the fields you enabled.
When you modify an order, the changes you make will only apply to new transactions posted for that order. If you modify an event and its order has also been modified, the new (modified) event will be based on the newest order settings.
You can use a person’s Facility Data Access Rights to control which items they can view and modify on the Charge Element form and the Order form. Data Access Rights (also called “DAR”) refers to the data that a user can access in the application. This access is controlled by a Security Data Role, which is defined on the Security Data form.
To restrict which charge elements or orders a person can view, you must:
Enable Data Access Rights for the form.
Click Main Menu > Configuration > Form Configuration > Form Profile. Select the person’s Form Profile Name. Select the Charge Element form or the Order form on the left side of the screen and click the Form Settings tab. Select the record for the dar_enabled setting and click Modify. Change the Setting Value to “1” and click Save.
Include the FACILITY item in the person’s Security Data Role.
Click Main Menu > Configuration > Security > Security Data. Select the person’s Role Name and check to see if the FACILITY Item Name is included and has the appropriate facilities included. If not, click Add Item or Modify Item to update the Security Data Role.
Define which charge items
are valid for a given facility in the charge_element_group table.
To define which charge items are valid for a given facility, you need
to add records to the charge_element_group table. These records can
also be added when you import your charge elements or orders. The
charge_element_group table contains the following information:
charge_element_id: ID number of a charge element on the Charge Element form or the Order form. This system-assigned ID number is defined in the charge_element table.
data_group_name: Identifies the type of Employee Group that can access the specified charge_element_id on the Charge Element form or the Order form. This value should be set to FACILITY.
data_group_value: Set this value to the person_group_id of the Facility. The person_group_id can be found in the person_group table. Persons who have this Facility included in their Security Data Role will have access to the specified charge_element_id on the Charge Element form or the Order form (provided dar_enabled is set to “1”).