Building views, subsets & sorts

Transcription

1 POWER LINK BASICS

2 AGENDA Building views, subsets & sorts- Using Quick Change Building application cards & card files Building Workbenches & Workspaces Express customization Exporting to clipboard Setting object preferences Establishing favorites IDF Report Writer

3 Building views, subsets & sorts Subsets: Determines the list of objects in the list window. The name of the currently selected subset appears in the upper left corner of the list window, next to the name of the currently selected view. Views: Selection and arrangement of the attributes of columns and their column headings that you see when you open a list window. The name of the currently selected view appears in the upper left corner of the list window, under the File and Display sections of the menu bar. Similar to the columns of a spreadsheet.****see QUICK CHANGE Sorts: Determines the sequence of the objects in the list window. Sorts are useful for arranging lists into sequences that are meaningful for different tasks.

4 SUBSETS- Narrowing down the list!

5 SUBSETS Open is the selected subset.

6 SUBSETS Click Customize -> Subsets to modify/create.

7 SUBSETS Create Modify Click white sheet to create new subset based on or click pencil to modify.

8 SUBSETS Two sections to review: Available attributes and Selected attributes.

9 SUBSETS Available attributes: 2 tabs- All will show all attributes for this business object; By Object will show attributes by file(table).

10 SUBSETS Selected attributes: attributes included in the definition of the subset.

11 SUBSETS Click magnifying glass to open search window. Enter any part of the attribute you are looking for. I entered ware to locate the warehouse attribute and clicked continue. Notice I also used the By object tab and opened the CO Line Item. This narrows down the search for attributes. *You can also click in Available Attributes and key W to quickly drop to attributes beginning in W.

12 SUBSETS Warehouse from CO Line Item Highlight attribute and click the white sheet to add. A Pop Up window will be displayed.

13 SUBSETS Relational operator includes Containment, Inequality and Equality. Each one selected opens up a different set of radio buttons as well as available Operand types. Logical operator And / Or Operand type includes Constant value, List, Range and Field Value. Example shows Warehouse = 1. *You can check the Prompt for Value box to allow user to enter a different warehouse when using this subset. Click Continue to add this definition.

14 SUBSETS There are two attributes now being used for the definitions. Highlight each one and click the action buttons to the right to change or delete. Definition now includes Open lines and only warehouse 1.

15 SUBSETS Enter the New Name in the top window on the left; Select the Domain to set. Then click Save. *Private can only be used by the user creating the subset and will be displayed in BLUE in the drop down.

16 SUBSETS Now you can see your new subset in the list. To apply, click the black arrow action button at the top with the new one highlights.

17 SUBSETS Now you can see this list only includes warehouse 1.

18 VIEWS- Building the columns! Views- definition of the selected attributes or columns you want to display.

19 VIEWS To customize Views, Click Customize -> Views to open this window. Definitions are defined as All, Public, and private. You will also be able to tag these as favorites.

20 VIEWS The steps in building Views is very similar to building subsets. Available attributes and Selected attributes windows are displayed. Selected attributes can be modified by highlighting and clicking the pencil on the right. Label, field size, # decimals, etc. can be changed.

21 VIEWS Enter new view definition and click save when you have completed adding/modifying/removing attributes.

22 VIEWS You can select your new view by clicking on the drop down in Views.

23 SORTS- Define the sequence of the records To create/modify sort, click Customize -> Sorts

24 SORTS Similar steps as building subsets or views. You can create a new one from a blank or based on. You can also highlight a sort definition and click the pencil to the right.

25 SORTS Selected sort attributes are listed. Attributes can be added/modified/deleted. The sort sequence is defined for each attribute. The attribute can be moved up/down.

26 Query Action Button Query Action Button you can select View, Subset and Sort from one place. You can also customized these definitions by clicking the action button to the right of each definition.

27 Building Application Cards & Card Files Application Cards: Contains icons for the business objects in groups and workbenches. Can also be a tabbed card. Card Files: List of Application cards available.

28 Building Application Cards & Card Files Each TAB is an application card. The Engineering Application card is also a tabbed card. This allows you to separate the Business Objects in logical groups.

29 Building Application Cards & Card Files Click Customize -> Cards to open Application Card definitions.

30 Building Application Cards & Card Files Click the white sheet to create a new card. You can highlight existing cards and click the pencil. Pop up window allows you to define an Application Card or a Tabbed card.

31 Building Application Cards & Card Files Selected objects. Creating a new card would show a blank list on the right. To add new objects, locate the ones you want to add, highlight and click the >> button. You can also remove objects by highlighting the objects and on the right and clicking the << button. The Icon name can be changed.

32 Building Application Cards & Card Files Once you have added all business objects you need, assign a name and click Save.

33 Building Application Cards & Card Files Card File A Pop up window will allow you to automatically add this new card to the card file. Click OK if you want to add.

34 Building Application Cards & Card Files The NewCard application card is now available. To create a new card file, Click Customize -> Card File. Follow similar steps to create a new card file as followed in creating a new application card.

35 Workbenches Workbenches provides quick and easy access to information across multiple applications. Once you have created the links and information you need, the definition can be named and used later (without redefining). Workbenches use the functionality of Broadcast and Receive. As the workbench is created, the views/sorts/subsets are also retained whenever the saved workbench is used. The size of each window opened and included in the workbench is retained.

36 Workbenches To build a workbench, start with the primary object you want to create relationships. In this example, I am using Bills of Material..any object can be used. Highlight a part in the list window and click action button or Display for Single level BOM.

37 Workbenches 1-Double click Tower 2-Double click reciever Single level BOM is opened. Resize this and position it based on what works on your real estate. Broadcast/Receive should now be activated. Notice the change in the two ions.

38 Workbenches Save workbench by clicking Navigation -> Add Workbench.

39 Workbenches Assign new name. Select Public or private. I always click all check boxes. Then click Continue.

40 Workbenches Click the X in either window. This pop up window will be displayed. Respond with YES to close both windows.

41 Workbenches To access the new Workbench, go to Navigation -> Workbenches.

42 Workbenches Workbenches are displayed. Double click the one you want to open.

43 Workbenches The workbench will open all windows that were previously defined. As you scroll through the Bills of Material list window, the Single Level Bill of Material will also change.

44 Workbenches Workbenches can be added to Application Cards. Click Customize -> Cards Locate the Card you wish to add Workbench.

45 Workbenches Click (workbench) from the left window (Available Objects)

46 Workbenches This opens up the window with a drop down list of existing workbenches. Highlight the one you wish to add and click continue.

47 Workbenches Once you have added the workbench or any other objects, click Save.

48 Workbenches Click Continue.

49 Workbenches New workbench has been added.

50 Express or Ad Hoc Customization Right-click on the column heading you want to create a subset.

51 Express or Ad Hoc Customization Create definition just like you would when defining a subset. Then click apply.

52 Express or Ad Hoc Customization The subset window now contains (temporary) Location indicating ad hoc subset. The list now only show item location records with location beginning with A.

53 Exporting to Clipboard Select subset, sort and view of records you want to export.

54 Exporting to Clipboard Click File -> Export.

55 Exporting to Clipboard Several options: 1. Export selection only - allows you to highlight some list and only export those. 2. Column widths will also need to be considered. 3. Check Clipboard then Continue.

56 Exporting to Clipboard Open Excel. Then right-click in the cell you want to paste the data.

57 Preferences Each user can set personal preferences. In lower releases, this was the only method. There is now a business object that allows administrators to also set these preferences for individuals. Preferences designate default settings for: o Functionality setting examples: Auto create Enterprise Items in EPDM Immediate processing of transactions (MRP Recommendations) and printing shop packets when creating MO s. Default Company/Warehouse (CSM CO entry), etc. o Lists: views, subsets, sorts o Card files and Active Card o Templates o Broadcast/Receive (Workbenches) settings By setting Preferences, there can be fewer clicks to perform your job. There are Preferences in each Power-Link object sometimes representing the header, detail and release records.

58 Preferences Main Browser On Main Browser, click customize -> Preferences Use Main Browser Preferences to : Set default tab styles for card files Set number of characters to be copied to the clipboard Default Card File and top card for the Main Browser

59 Preferences Main Browser Application card set font size.

60 Preferences Main Browser Main Browser- sets defaults for Initial card file, Initial card and Tab style.

61 Preferences Main Browser Tab style sets default for all objects. Navigation- determines how many transactions will be displayed in Status. History- determines how much history will be displayed. Export- sets the limit of how much data can be exported.

62 Preferences Main Browser Open actions- defines different shortcuts when in a list view. Power Expand Levels- sets default for opening objects with header/details in an overview card.

63 Preferences Main Browser When a message appears, do you want the Do not show this to me again message to be displayed? This setting gives the user ability to turn off confirm messages when working in Power-Link.

64 Preferences Objects Every file/object has Preferences settings. Access preferences in four different ways: 1. Right click on any object icon on an application card to bring up preferences. Sets preferred views, subsets, sorts, card files, etc. *There is an advantage to setting a limiting subset (perhaps transaction date) on large files like transaction history or shipped items, so data will appear more quickly. 2. From the list window in any object, select Customize in menu and then Preferences. 3. From within the card file of an object. 4. Integrator -> User Preferences

65 Preferences Objects List method- Click Customize -> Preferences.

66 Preferences Objects General- depending on the object, different defaults will be displayed.

67 Preferences Objects Workspace defines alternate sets of preferences (view, subset, sorts, etc.) for different XA tasks.

68 Preferences Objects List- sets defaults to use in the List views.

69 Preferences Objects Card File- sets default for card file to be used when line in list view is opened.

70 Preferences Objects Template- default for Create/Change/Copy.

71 Preferences- Objects Find- different defaults can be set (depends on the object).

72 Preferences- Objects When using the Broadcast/Receive options, these settings determine the files/info that will be broadcast to another window. No harm in adding all files to the Broadcast list. If the receiving window in a workbench is not updating, check this preference for the file s broadcast capability.

73 Favorites Views, Subsets and Sort can all be flagged as Favorite. Highlight your choice for favorite and click the Star Icon on the right.

74 Favorites

75 Help! Click HELP from the File Menu. If you are in an object, you can access specific help.

76 Help!

77 IDF REPORT WRITER What is it? New report writing tool supported in 9.1 (PCM 2390 Client level Documentation is in Power Link Help (If not, apply SH15785)

78 IDF REPORT WRITER Steps: o View o Subset o Sort Define attributes, Statistics, Presentation Scheme Total line statistics, Record selection Subtotals, Sequence Export- Definition o What and where Export, Print or

79 IDF REPORT WRITER

80 QUESTIONS? THANK YOU!!!