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 executed for the entire PI sheet, others are available for individual process steps.

  • Functions that can be executed 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 maintain the PI sheet. SAP Note 620134 can be used for an extended authorization check for the a.m. functions.

Features

This section provides 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 relate to the entire PI sheet (see section Functions in the Context Menu ).

Only the menu option Displ. -> Chnge (or Chnge -> Displ. ) is available exclusively in the menu bar. It shows you which mode you are currently in in the PI sheet. You can use this function to switch to the other mode in each case:

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

  • If the Displ. -> Chnge function is offered, you are currently in display mode. If 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 Mode

Display Properties You can use this function to display the associated properties for each input field in a dialog box.For more information, refer to Displaying Properties in Browser-Based PI Sheets .

Process step

DisplayChange

Calculate Values This icon always appears to the right of a field if a value is to be calculated by the system. If 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 not 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

Call Function (Pushbutton) A pushbutton with the name of a function is displayed whenever the following functions are defined:

  • A dynamic function call, such as a jump to QM inspection results recording

  • A Manufacturing Data Access call

If you choose the pushbutton, the corresponding function is invoked.

DisplayChange, provided that characteristic Function allowed in display mode has been defined

Display Message You can use this function to display the message to be used to report the values entered and calculated.

Process step

DisplayChange

Create Comment (Document) You can use this function to enter a comment for the entire PI sheet. You can use the Complete and Send function in the dialog box to send the comment that you have entered in a PI_COMM process message.Once you have sent a comment, you can no longer change it. However, you can enter a new comment.You can still create comments for the document after you have completed the PI sheet.

Entire PI sheet

Change

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

DisplayChange

Create Comment You can enter a comment for each input field, output field, and table cell. You can use the Complete and Send function in the dialog box to send the comment that you have entered in a PI_COMM process message.Once you have sent a comment, you can no longer change it. However, you can enter a new comment.

Process step

Change

Display Comment The icon to the right of a process step indicates that a comment has been entered for the step. To display the comment, choose or Display Comment in the context menu.

Process step

DisplayChange

Create Comment (Table) You can also create a comment for the entire table. You can use the Complete and Send function in the dialog box to send the comment that you have entered in a PI_COMM process message.Once you have sent a comment, you can no longer change it. However, you can enter a new comment.

Table

Change

Display Comment (Table, Table Field) The icon to the right of a table indicates that a comment has been entered for the table or table field. To display the comment, choose or Display Comment in the context menu.

Process step

DisplayChange

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 containing the name of the signer, the date and time the signature was executed, and (if available) a comment by the signer.

Process step

DisplayChange

Display Digital Signature in Tables This icon always appears for a table cell if you have executed a digital signature (with a signature strategy) there. If you choose , a dialog box appears containing the signer's name, the date and time the signature was executed, and (if available) a comment by the signer.

Process step

DisplayChange

Change (Document) If you are in display mode, you can use this function to switch to change mode.

- Entire PI sheet- Process step

Display

Display (Document) When you are in change mode, you can use this function to switch to display mode.

- Entire PI sheet- Process step

Change

Deactivate (Process Step ) Activate (Process Step) You can use this function to deactivate and activate all input fields and pushbuttons belonging to a process step. Deactivated process steps are not ready to receive input.You may want to deactivate process steps if a process cannot be executed according to plan. This 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 process steps have been worked through.Process steps that have been deactivated are not taken into account when the PI sheet is checked, and you can therefore set the PI sheet to Completed. Variables contained in the process instruction are not taken into account either. In calculations, for example, the value of the deactivated line would not be included in the calculation.

Process step

Change

Deactivate (Process Instruction) Activate (Process Instruction) You can use these functions to deactivate and reactivate all input fields and pushbuttons belonging to a process instruction. Deactivated fields are not taken into account when the PI sheet is checked.Variables contained in the table line are not taken into account either.

Process step

Change

Deactivate (Table Line) Activate (Table Line) You can use these functions to deactivate and activate a table line. Deactivated table lines are not ready to receive input. Deactivated fields are not taken into account when the PI sheet is checked.Variables contained in the table line are not taken into account either. In calculations, for example, the value of the deactivated line would not be included in the calculation.

Table

Change

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

Find Batch(es) For more detailed information about this function, see Batch Determination in the PI Sheet .

Process step

Change

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

Discard/Cancel (Document) For more detailed information on this function, see Discarding/Cancellation of Browser-Based PI Sheets .

Entire PI sheet

Change

Lock (Process Step) Unlock (Process Step) You can use these functions to lock and unlock a process step. Locked areas are not ready for input and cannot be executed. If a process step is locked, you cannot complete the PI sheet.

Process step

Change

Lock (Process Instruction) Unlock (Process Instruction) These functions are identical to the Lock (Process Step) and Unlock (Process Step) functions. However, here they only relate to a process instruction.

Process step

Change

Lock (Tables) Unlock (Tables) These functions are identical to the Lock (Process Step) and Unlock (Process Step) functions. However, here they relate to an entire table.

Table

Change

Lock (Table Line) Unlock (Table Line) These functions are identical to the Lock (Process Step) and Unlock (Process Step) functions. Here, they only refer to a table line.

Table line

Change

Report Interim Status (Document) You can use this function to report back all process messages that have been created for the entire PI sheet to date.For more detailed information on this function, see Reporting of Actual Data in Browser-Based PI Sheets .

Process step

Change

Complete (Process Instruction) You can use this function to report back all process messages belonging to the process instruction.

Process step

Change

Complete (Table) You can use this function to complete an entire table. The process messages for this table are automatically created.

Table

Change

Complete (Table Line) You can use this function to report back all process messages belonging to the table line.

Process step

Change

Complete (Document)

For more detailed information on this function, see Completion of   Browser-Based PI Sheets .

- Entire PI sheet- Process step

Change

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