Functions in Browser-Based PI Sheets (SAP Library - Process Management (PP-PI-PMA))

Functions in Browser-Based PI Sheets

Use

When maintaining the browser-based PI sheet, the process operator can use a number of different functions. Some of these functions can be performed for the entire PI sheet, others are only available for individual process steps.

Functions that can be performed for the entire PI sheet can be started as follows:

Via the menu bar in the PI sheet header
Via the context menu

By positioning the mouse pointer outside of input fields, output fields, and pushbuttons and then choose the right mouse button
By choosing key combination Shift + F10

Functions that refer to individual process steps are only displayed in the context menu of the corresponding process step if they are actually relevant for it. The Display message function, for example, is only displayed in process steps for which a process message has been defined.

Which functions are available in the context menu also depends on whether you display or change the PI sheet.

Features

This section provides you with information about the following:

Which functions are available in the browser-based PI sheet
Whether a function is available for a process step, a table, or for the entire PI sheet
Which functions are available in which mode (display or change mode)

Functions in the Menu Bar

Most of the functions available in the menu bar are identical to the functions in the context menu that refer to the entire PI sheet (see section Functions in the Context Menu).

Only menu option Displ. -> Chnge or Chnge -> Displ. is only available in the menu bar. It shows in which mode you currently are in the PI sheet. You can use this function to switch to the opposite mode:

If the Chnge -> Displ. function is available, you are in the change mode. When you choose this function, the system takes you to the display mode.

If the Displ. -> Chnge is available, you are in the display mode. When you choose this function, the system takes you to the change mode.

Functions in the Context Menu

The following functions are available in the context menu of the browser-based PI sheet:

Functions in the Context Menu	Available for	Available in
*Calculate values* This icon is always displayed to the right of a field if a value is to be calculated by the system. When you choose , the calculated value is displayed in the corresponding field. If values to which you referred in a calculation formula are changed after the calculation was carried out in the PI sheet, these changes are no longer taken into account in the formula result. For this reason, the calculated value reported may sometimes not be up-to-date. The formula used for a calculation can refer to one or more values entered or calculated previously in the PI sheet. For this reason, we recommend maintaining and calculating all preceding values before starting the calculation. If a value is missing in a calculation formula, a corresponding error message is displayed.	Process step	Change mode
Call function (pushbutton) A pushbutton with the name of a function is displayed when a dynamic function call, such as a jump to QM inspection results recording, has been defined. When you choose the pushbutton, the corresponding function is called.		Display mode Change mode, provided that characteristic Function allowed in display mode has been defined
Display position This shows the number of the phase and process instruction in the process order in which the process step was defined. You need this function in the following situations: When you find an error while testing the PI sheet, you can use this function to find the process instruction that must be changed. System messages in the log normally specify the process instruction to which they refer. If a system message indicates an error you have made while maintaining the process instruction in the PI sheet, you can use the above function to find the relevant element of the PI sheet.	Process step	Display mode Change mode
Display message You can use this function to display the message to be used to report the values entered or calculated.	Process step	Display mode Change mode
Create comment (document) You can use this function to enter a comment for the entire PI sheet. You can use the Close and send function in the dialog box to send the comment you have entered in a PI_COMM process message. Once you have send a comment, you can no longer change it but you can create a new comment. You can still create comments for the document after you have completed the PI sheet.	Entire PI sheet	Change mode
Display comment (document) You can use this function to display comments that have been entered for the PI sheet. The dialog box contains all existing comments together with the names of the persons who entered them and the dates and times when they were entered.	Entire PI sheet	Display mode Change mode
Create comment You can enter a comment for each input field, output field, and table line. You can use the Close and send function in the dialog box to send the comment you have entered in a PI_COMM process message. Once you have sent a comment, you can no longer change it. You can, however, enter a new comment.	Process step	Change mode
Display comment The icon indicates that a comment has been entered for a process step. To display the comment, choose or Display comment in the context menu.	Process step	Display mode Change mode
Create comment (table) You can also create a comment for the entire table. You can use the Close and send function in the dialog box to send the comment you have entered in a PI_COMM process message. Once you have send a comment, you can no longer change it but you can create a new comment.	Table	Change mode
Display comment (table) The icon to the right of the table indicates that a comment has been entered for this table. To display the comment, choose or Display comment in the context menu	Process step	Display mode Change mode
Display signatures You can use this function to display all digital signatures that have been executed (along with the signature strategy). A dialog box appears that contains the name of the signatory, the date and time when the signature has been executed, and if available, a comment by the signatory.	Process step	Display mode Change mode
*Display digital signature in tables* This icon is displayed for a table line if you have executed a digital signature (with a signature strategy). When you choose , a dialog box appears containing the signatory name, the date and time when the signature was executed, and, if available, a comment by the signatory.	Process step	Display mode Change mode
Change (document) When you are in the display mode, you can use this function to switch to the change mode.	- Entire PI sheet - Process step	Display mode
Display (document) When you are in the change mode, you can use this function to switch to the display mode.	- Entire PI sheet - Process step	Change mode
Deactivate (process instructions) You can use this function to deactivate all input fields and pushbuttons that belong to a process instruction. This means that they are no longer ready for input. You may want to deactivate process instructions if a process cannot be executed according to the plan, (which means that some data may not be available) but you still want to complete the PI sheet. You can set the PI sheet status to Completed only after all entries have been made and all calculations have been performed. Process instructions that have been deactivated are no longer taken into account when the PI sheet is checked, and you can therefore set the PI sheet to Complete.	Process step	Change mode
Activate (process instruction) You can use this function to activate input fields and pushbuttons that have been deactivated.	Process step	Change mode
Deactivate (table line) You can use this function to deactivate a table line in a table. This means that this line is no longer ready for input. Deactivated fields are not taken into account when the PI sheet is checked.	Table	Change mode
Activate (table line) You can use this function to activate table lines that have been deactivated.	Table	Change mode
Add line (table) If lines can be added to a table, you can choose this function. You can also choose , which has the same function.	Table	Change mode
Find batch(es) For more detailed information about this function, see Batch Determination in the PI Sheet.	Process step	Change mode
Check batch If you enter the material quantities consumed for material components that are subject to batch management and have entered the batch manually, you can use this function to check whether the batch you have entered meets the selection criteria defined for batch determination.	Process step	Change mode
Discard/Cancel (document) For more detailed information on this function, see Discarding/Canceling of Browser-Based PI Sheets.	Entire PI sheet	Change mode
Complete (process instructions) You can use this function to report all process messages that belong to a process instruction.	Process step	Change mode
Complete (table) You can use this function to complete an entire table. The process messages for this table are automatically created.	Table	Change mode
Complete (table line) You can use this function to report all process messages that belong to a table line.	Process step	Change mode
Report data (document) You can use this function to report all process messages that have been created for the entire PI sheet so far in one go. For more detailed information on this function, see Reporting of Actual Data in Browser-Based PI Sheets.	Process step	Change mode
*Complete (document)* For more detailed information on this function, see Completing of Browser-Based PI Sheets.	- Entire PI sheet - Process step	Change mode
Save (document) If you need to exit a PI sheet before it has been fully processed, you can save the entered data without reporting it. You can still change the data after you have saved it.	- Entire PI sheet - Process step	Change mode