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 Functions in the Order Progress Report

Use

When you work with the order progress report, you can

  • Select the individual objects in the report in a flexible manner

  • Adapt the contents and the presentation of the report (for example, include hierarchy levels later)

  • Execute functions (for example convert planned orders)

  • Go to object maintenance (for instance Change production order )

Features

Selection Criteria and Overall Profile

A progress report can be displayed for more than one sales order or a WBS element. The requirement elements and procurement elements are displayed.

The following selection criteria are available:

  • Plant

  • Sales order from-to

  • Sales order item from-to

  • Project

  • WBS element

  • Material

  • Production/process order, network

  • Planned order

If you want to display all objects for a sales order , enter the sales order with item number. By entering a material or production order, you can further limit the number of objects displayed.

If you want to display objects from the Project System , you have to choose a network or a material. The selected object (network or material) must be assigned to a WBS element. Depending on what you have entered, a structure is displayed, from which you can select a network or material.

You can enter the overall profile on the selection screen (see Settings for the Order Progress Report ).

Report Structure, Contents and Presentation (List-Based)

You can use the following functions in the list-based order report to adapt the structure, contents and presentation of the report:

Function

Choose

Switch between normal and compressed layout

( Switch Layout )

Change overall profile

Profile

Change selected fields for elements and materials

( Field Selection )

Expand hierarchy tree for a subtree (depending on cursor position), read further hierarchy levels (if there are more objects below the cursor position)

( Expand )

Read more hierarchy levels

( C omplete Expansion)

Display a subtree of the report up to the element on which the cursor is positioned. Use this function to switch back to complete presentation

( Subtree <-> Co mplete Expansion)

Display a subtree of the report from the cursor position down. Switch back to the complete presentation by selecting the top element (shown on a separate line )

Start of the navigation path Edit Next navigation step Focus End of the navigation path

Step-by-step expansion up to next exception

( Expand Until Exception )

Navigation Options

Function

Choose

Branch to other screens

Start of the navigation path Goto End of the navigation path

Stock overviewPurchase order historyMaterial document

Stock/requirements (stock/requirements list)

MRP (MRP list)

Sales (sales document flow)

Process a selected element

Start of the navigation path Goto Next navigation step Element End of the navigation path

Planned orderProduction orderSales orderMaterial masterPurchase orderPurchase requisitionNetwork

Additional Functions

Function

Choose

Convert planned order to production order

Start of the navigation path Functions Next navigation step Convert planned order to production order End of the navigation path

You select the planned order to convert and choose the function above. The system converts the planned orders online.

Convert planned orders to production orders

Start of the navigation path Functions Next navigation step Convert Planned Order to Production Orders End of the navigation path

You select the planned orders that you want to convert and choose the above function. The system executes the function in the background. You can continue working in the report. The system responds by displaying a dialog box when it has finished the conversion.

Conversion of planned order to purchase requisition

Start of the navigation path Functions Next navigation step Convert Planned Order into Purchase Requisition End of the navigation path

Manually trigger update of progress values

Start of the navigation path Functions Next navigation step Update Progress Values End of the navigation path

Determines the pegged requirement for a MRP element

( Pegged Requirements )