Linked Documents

The Linked Documents tab in the Work Order Processingsoftware window gives me an overview of the details of all the linked documents of a work order. From the tab, we can quickly access and edit the issue and accept windows of each document type.

In the example below, we will look at the related documents in PANTHEON of the completed DN 22-6000-000019 for the LARA3_VRATA semi-section that we created in the DNA creation example. We will change the quantity of the issued material PVC_FOLIO and check if the change is visible on the DN itself.

CASE SUMMARY: The responsible person, Peter Producer, wishes to review the related documents on DN 22-6000-000019. He will review the accuracy of the information entered on the issue documents from the acceptance. He will correct the quantity of PVC_FOLIO consumed on issue document 22-6400-000001 as there was an input error. It will then check if the corrected quantity is visible on the DN. It will open the overview and review the tabs in that order: Open the Related Documents tab Customer Orders subtab Issues and change of data of issued material sub-sheet Subtab Waste issue receipts Takeovers subtab

1. Open the Related Documents tab

To view the details of a work order from the Work Order Processing window, the responsible person selects in the Work Order Details scrolling window on the right. It will look at the details of the completed DN 22-6000-000019 for the LARA3_VRATA half-section. Selecting the Related Documents tab will display the details of the documents related to the selected DN in several sub-tabs.

2. Customer Orders sub-tab

Selecting the Customer orders subtab displays the customer order data on which work order 22-6000-000019 was created.

In this window, the responsible person monitors the status of the order, in particular the Delivery Year, the Quantity ordered and the Quantity Shipped.

Double-clicking on the order number in the Order field will open document type 0100 – Customer Order where the person responsible can view the details of the order.

3. Issues and change of data of issued material

By selecting the Issues subtab, the responsible person can view details of the material and work operations that have been issued to work order 22-6000-000019.

The sub-tab contains further sub-tabs Materials and Operations. Each sub-tab contains information about the documents it addresses.

3.1. Issues - Materials subtab

By selecting the Materials subtab, the responsible person can view the details of the related material issue documents in the DN. In the individual positions, he can view the details of the documents, the issuing warehouse, the id of the issued material, the reported quantity, the status of the issue, etc.3.

HINT For more information on the specifications of the material release positions, please HERE.

3.1.1. Changing the issue data of material

WARNING In case an error occurred when reporting the quantity issued or received on the DN, the quantity can be modified in the windows of the individual document types even after the DN has been closed. The updated quantities are immediately visible on the DN as well.

The responsible person has identified an error in the reporting of the consumption of PVC_FOLIO material. On document Issue22-6400-000001, in the Quantity field, instead of the actual consumption of 0.77 KG, 0.67 KG is reported.

Double-clicking on the document number 22-6400-000001 in the Document field will open the Issuance Document window.

In position 1 for ident PVC_FOLIO in the Quantity field change the quantity to 0,77. Selecting the down arrow key refreshes the quantity in the position. Selecting (Save Changes) in the message bar saves the position data.

The program displays IRIS alert 7919 on the number of the binding document. Select Continue to continue working.

The change in the quantity of issued material is now also visible on the DN in the Related Documents tab.

WARNING Changing the reported quantities also works in the opposite direction. The quantity can be changed in the Related Documents tab itself. When you move out of position, the data will be refreshed and saved. They will also be visible on the document itself containing the changed position.

3.2. Issues - Operations subtab

Selecting the Operations subtab displays the work done for the work order.

HINT The panel consists of two parts. The upper part contains information on the positions of the transport documents of the work entry. The lower part contains a list of data on the entry of work done by workers. For more information on the position specifications in the Operations tab, see Operations.

By double-clicking on the document number in the Document field, you can open an individual issuance document and check the details.

WARNING The quantity or the reported time of operations can be modified in the same way as we did in the previous step with the quantity of material.

4. Subtab Waste issue collections

Selecting the Waste issue receipts subtab displays the data on the residual material receipts on the work order.

By double-clicking on the document number in the Document field, the responsible person can open the individual acceptance document and check the details.

WARNING The data on the reported quantity of scrap material received can be modified in the same way as in the previous step with the quantity of material.

5. Acquisitions subtab

Selecting the Receipts subtab displays the data on the completed receipts of the semi-finished products produced by the selected work order.

By double-clicking on the document number in the Document field, the responsible person can open the individual acceptance document and check the details.