Overviewing and Filtering WOs
The Process Work Orders window is the staring point for processing manufacturing in PANTHEON. Aside from features and tools offered to process Work Orders, the window also enables an easy overview of created Work Orders.
The following case describes how to filter the display in the Process Work Orders window to make finding and viewing Work Orders created in the Planning Manufacturing case easier.
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CASE SUMMARY
Marc Manufacture wants to view details about a Work Order for item LARA3, created from the Schedule June 2022. Using the filters, Marc narrows the display of Work Orders, selects the desired Work Order and opens the details in a new window for easier overview. This is done as follows:
- Opening the Process Work Orders Window
- Filtering the Display of WOs
- Saving the Filter
- Setting a Default Filter
- Reviewing the WO Data
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1. Opening the Process Work Orders Window
To open the Process Work Orders window, the person responsible selects Manufacturing | Work Orders in the toolbar. A window opens displaying created Work Orders in the lower list.
2. Filtering the Display of WOs
The person responsible wants to find Work Orders created in the Monthly Plan for June 2022.
In the From WO Date and To WO Date fields in the window header, the person responsible enters the period from May to June 2022, as the WOs were created in this period. This is done by clicking the 
button in fields and selecting the dates on the calendar.
Clicking the Filter button filters the display.
In the Status Bar, the person responsible selects Planned to display WOs with status P – Planned.
2.1. Additional Filters
The person responsible wants to view only Work Orders released for items categorized as the final product.
This is done by opening an additional window of filters by clicking the 
(Show/hide filter controls) button on the Additional filters tab on the far right of the window. Additional filters appeared.
In the Item Types section, the person responsible unchecks all checkboxes marked by default by right-clicking and selecting Deselect All. Then, the person responsible checks the checkbox for 300 – P – Own Product.
Clicking the Filter button re-filters the display.
The program displays three Work Orders for own products.
3. Saving the Filter
Filters can be saved and named.
The person responsible wants to save the filter that shows all WOs for product LARA3 created after 1.01.2022.
Into the Product field, the person responsible enters LARA3.
Into the From WO Date, the person responsible enters the date 1.01.2022.
Into the Filter field, the person responsible enters the desired filter name – LARA3-2022.
Clicking the 
(Save) button saves the filter settings.
4. Setting a Default Filter
Any filter can be set as default, this way the Work Orders are displayed whenever the Process Work Orders form is opened.
In the Filter field, the person responsible selects the filter LARA3-2022.
On the right side of the Filter field, the person responsible clicks the wheel and filter icon (
) and selects Reset.
From now on, the selected filter will be automatically used whenever the form is opened.
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HINT
By selecting the Copy filter option, you can send the saved filter settings in the WO to other PANTHEON users in your company.
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5. Reviewing the WO Data
In the table displaying the filtered WOs, data about individual Work Orders are visible in llines.
The person responsible wants to review details of a LARA3 WO. In the column of the table, the person responsible finds product LARA3 and selects it by clicking. When the line is selected, the following symbol appears in the far left corner: 
.
To view details of a Work Order, the person responsible clicks the 
(Click to show work order details) button in the right corner, on the Work order details tab. A window displaying data opens.
Clicking the 
button opens an individual Work order details window for easier overview and processing.
Data about customer and recipient are empty, as the WO was created from the Schedule, as also seen in the Parameters field.
In the Order field, the plan number 22-HP10-000002 that was the basis for creating the Work Order is visible.
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HINT
Data that are automatically filled in and refreshed in Work order details originate from linked registers and document types. Details about an item from the Items register, about the customer from Sales Order documents, about planned quantities and times from Plans and details about processing from receiving and issue documents from the WO warehouse.
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