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In this part of the tour, Bill is going to select a range of work orders from SAP which he wants to transfer into his weekly schedule. He knows that he doesn’t have to be exact here. If there aren’t enough work orders in the schedule, he can come back for more. If there are too much, he can just delete them from the schedule – they’ll still be there back in SAP but won’t interfere with his schedule.

Planner Notes Bill quickly glances at the priority notes he made in his notebook. His first pass will be for PM01 orders which are not the highest priority. He will be looking for open work orders in the date range up to the end of the week. He normally does a search for order up to 3 months prior to that.

In Weavecentrix Desktop, Bill clicks on the Filter toolbar icon on the SAP toolbar. His preferred filter layout is displayed on the dialog. Bill can switch between a number of different filter layouts that he has set up using the SAP Filter Template Wizard but this one is the one he uses for his day-to-day work. He has set up this filter layout to have three tabs. The first tab, which Bill called Main, is the one that contains the fields he uses the most to extract work orders out of SAP.

On the Main tab, there are the three SAP work order states: Outstanding; in process (which Bill has renamed to In Progress because it has always annoyed him) and Completed. There are the From and To dates that are used in the SAP work order list selection screen. Finally, Bill has added the work order number, order type and work order priority to this tab.

SAP Work Order Filter

Bill can set defaults for any of the fields on the filter so that he doesn’t have to keep adding them in each time. He hasn’t set up any defaults on the Main tab because he changes the values on it most time that he uses it.

However, on the next tab, the Group tab, Bill has set up a number of fields which are specific to his work area and he normally has these fields set up with defaults. These fields are Work Centre, Planning Plant and Planner Group. It is very unusual for Bill look at work orders which don’t have the same set of values for these fields so Bill has set them up as defaults.

Grouped SAP Work Order Filter

The rest of the fields on the Group tab are fields that Bill uses when he wants to look at grouping work orders together in a particular way. For example, when an outage is planned, work orders may be assigned a Revision Code. Bill’s usual method of using these fields is to rely on the Functional Location and Equipment field. Hence, when he wants to look for work orders in the same process train, he will use the Functional Location field.

The final tab, Extras, contains those fields that Bill finds useful to have available but doesn’t use on a frequent basis. One of the fields is the Created By field which Bill sometimes uses to look up his own work orders.

Bill fills in his selections based on his priority notes. On the Main tab sets the Outstanding and In process checkboxes to on and the Completed checkbox to off. He enters a date range which extends up to the last day of the next week and then goes back to 3 months prior to that. On this pass, he is just looking PM01 work orders but he knows that the result will be grouped by work order type because he set it up that way through the Mapping Wizard so he may as well get all the work order types in one hit.

Bill clicks on the OK button and Weavecentrix Desktop then requests SAP for the work orders. Whilst the work orders are being retrieved from SAP, a progress bar is show at the bottom right of the SAP window.


Filtered Work Orders


The SAP work orders are displayed in the Summary Screen on the SAP window. Although you can change the layout of the fields on the Summary Screen by using the SAP Summary Screen Wizard, Bill hasn’t felt a need to. If he needs more information about a work order, he usually just clicks on the work order entry and then looks down at the detail screen below where he can see all of the information for the work order. In this example, he has clicked on a work order and then scrolled down the detail screen to check the functional location. He can also click on the work order line to expand it out to show the operations, components and PRTs. He can also use the SAP Summary Screen Wizard to change what is shown on those lines as well.


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