The following describes how you can monitor the status of all open sales and/or purchase orders in DC1. This functions works in a similar way to the function described in Order progress analysis, the difference being that here the order status is the key issue, whereas time is the key factor in the Order progress analysis.
By default, the key sequence in which you view the information is by Order status, Warehouse and Order type. You can, however, change the sequence to view the information in the order that you want. You can also narrow down the information you want to view for the selected keys enabling you to view only that information relevant.
- Select the Open order analysis menu item in the Supply Chain Analysis sub-menu or the All functions list.
- You access the Open order analysis selection window. Do as follows:
- Select the Type of order
- Check the Backorders and/or Non backorders boxes to include these orders in the analysis.
- To change the key sequence, click the Key sequence icon. You access the Key sequence selection window. In the Key sequence selection window, you view the default sequence: Order status, Warehouse, Order type. To select your own sequence either drag the icons from the Available box and drop them in the New box in your preferred sequence, or select the icon in the Available box and click Add to add them to the New box.
- To select the relevant warehouses, click the Warehouses icon. Select the warehouses you wish to include and choose Select. To omit warehouses, select the warehouses and choose Omit.
- To select the relevant order types, click the Order type icon. Select the order types you wish to include and choose Select. To omit order types, select the order types and choose Omit.
- To select the relevant order statuses, click the Order status icon. Select the order statuses you wish to include and choose Select. To omit order statuses, select those applicable and choose Omit.
Note: If you click OK to run the search now, you will see all orders of the type you have specified.
Running a more selective search:
If you want to run a more selective search, you have the following options from the Open order analysis selection window:
When you have completed the key sequence selection, click OK.
After defining any of the above information you return to the Open order analysis selection window.
Save selections
You can save the selections you make if you choose Actions/Save current selections… from the menu bar. Enter the user-defined Selection ID and Description and then click OK.
To view and use saved selections, choose Select/Saved selections… or View/Saved selections or click the Saved selections icon. You open the Saved selections window listing your own user selections, which is the default view. To view the functions of all users, choose Select/All users from the menu bar. To view details of a selection, select the item and click Details. To use a selection, select the item and click Select.
View details
You can view the details of a selection if you choose Select/Selection criteria… from the menu bar of the Open order analysis selection window. If you select a key and click Select, you can work with the values. Select or omit the applicable Warehouses, Order types and/or Order statuses, as described above.
Clear selections
To clear the current selection, choose Actions/Clear current selections from the menu bar of the Open order analysis selection window or click the Clear current selections icon.
Viewing the results of your selections:
When you are finished defining your sequence and selections click OK in the Open order analysis selection window.
You view the results of your selections in the Open order analysis details window.
You can view the results as a graph and/or drill down to the sales order or purchase order lines (depending on the type of order on which you chose to perform an analysis).
Viewing the results as a graph:
To view the tabulated results as a graph, click Show graph.
You access the Open order analysis graphics window. Note: From this window, you can choose View/Current selections from the menu bar to view your selections. You access the Included selections viewer where you can select each key to view the included items in the selection on the right hand side.
Drill down to the sales order or purchase order lines:
Select the line of interest and click the Shows orders button. You access the Sales order line browser listing the lines for the order.
From here you can drill down further per line to view detailed line information.