Linked Documents

The Linked Documents tab in the Process Work Orders program window enables you to view data about all documents linked to a Work Order. The tab enables quick access to individual issue and receiving document type windows, where the document types can be edited.

The following case shows how to view documents linked with WO 22-6000-000019 for semi-finished product LARA3_DOOR, created in the Creating a work order (WO) case, in PANTHEON. The person responsible will change the quantity of issued material PVC_FOIL and check whether the change is visible on the WO.

CASE SUMMARY: The person responsible, Marc Manufacture, wants to view documents linked with WO 22-6000-000019. Marc checks the correctness of the data entered on issue documents from receiving documents and correct the quantity of used material PVC_FOIL on issue document 22-6400-000001, which was entered incorrectly. Then, Marc checks whether the corrected quantity is visible on the WO by opening the view and checking the tabs in this order: Opening the Linked Documents Tab The Sales Orders Subtab The Issue Subtab and Changing Issued Material Data The Receipts of Issued Scrap Subtab The Receiving Subtab

1. Opening the Linked Documents Tab

To view details of individual Work Orders from the Process Work Orders window, the person responsible selects the button in the Work Order Details window on the right. The person responsible views the details of the finished WO 22-6000-000019 for semi-finished product LARA3_DOOR. When the Linked Documents tab is selected, data about documents linked to the WO appears in several subtabs.

2. The Sales Orders Subtab

When the Sales Order subtab is selected, data about sales orders, on the basis of which Work Order 22-6000-000019 was created, appears.

In this window, the person responsible tracks the order status, especially the delivery deadline, the ordered Quantity and the Dispatched Quantity.

Double-clicking the order number in the Order field opens Document Type 0100 – Sales Order, where the person responsible views detailed data about the order.

3. The Issue Subtab and Changing Issued Material Data

By selecting the Issue subtab, the person responsible views details about materials and work operations issued to Work Order 22-6000-000019.

The subtab contains additional subtabs Materials and Operations. The subtabs contain data about documents suggested in the titles.

3.1. The Issue Subtab – Materials

By selecting the Materials subtab, the person responsible views data about issue material documents linked to WO. In individual lines, the person responsible views data about documents, issue warehouse, issued material item, reported quantity, issue status, etc.

HINT For more information about material issue line specifications, click HERE.

3.1.1. Changing Issued Material Data

WARNING If a mistake has been made when reporting issued or received quantity on a WO, you can change the quantity in the windows of individual document types even when a WO has been finished. The updated quantities are immediately visible on the WO.

The person responsible realised a mistake has been made when reporting the usage of material PVC_FOIL. Instead of the actual usage 0,77kg, the usage reported on in the Quantity field on the Issue document 22-6400-000001 is 0,67kg.

Double-clicking the document number 22-6400-000001 in the Document field opens the Issue Document window.

In line 1 for item PVC_FOIL in the Quantity field, the person responsible changes the quantity to 0,77. By pressing the downwards arrow key, the quantity data in the line is refreshed. The person responsible clicks the (Save Changes) in the toolbar to save the line data.

The program shows IRIS Warning 7919 about the linked document number. By selecting the Continue button, the person responsible continues the work.

The quantity change of the issued material is now also visible on the WO on the Linked Documents tab.

WARNING Changing the reported quantities also works the opposite way. You can change the quantity on the Linked Documents tab. When you move out of the line, the data is refreshed and saved. The data is also visible on the document that contains the changed line.

3.2. The Issue Subtab – Operations

Selecting the Operation tab shows data about the work carried out for the Work Order.

HINT The panel consists of two sections. In the upper section, you can find data about lines of traffic documents for entering finished work. The lower section contains a list of data about work done by workers. For more information about line specifications on the Operations tab, see the chapter Operations.

By double-clicking the document number in the Document field, the person responsible opens an individual Issue Document and checks the data.

WARNING The quantity or data about the reported operation time can be changed the same way as the material in the previous step.

4. The Receipts of Issued Scrap Subtab

Selecting the The Receipts of Issued Scrap subtab shows data about receipts of issued scrap material on the Work Order.

By double-clicking the document number in the Document field, the person responsible can open a specific Issue Document and checks the data.

WARNING Data about the reported quantity of received scrap material can be changed the same way the quantity of materials was changed in the previous step.

5. The Receiving Subtab

Selecting the Receiving subtab shows data about received semi-finished products produced with the selected Work Order.

By double-clicking the document number in the Document field, the person responsible can open a specific Issue Document and checks the data.