Grouping

The site at which work in progress is to be displayed.

The site defined on the user record is displayed by default but can be amended.

Operator in charge of performing the production planning or product ordering.

Filter for results within a range of product codes. For a single product, enter the same product code in the From/start product and To/end product fields.

Filter for results within a range of Business partners (BPs). For a single Business partner (customer/supplier), enter the same BP code in the From/start BP and To/end BP fields.

Filter for results within a range of requirement dates. For a single requirement date, enter the same date in the From requirement end date and To requirement end date fields.

Observe loading times.

Select the container that you want to use. It can simply be a "freight container" type.

The choice of the container determines the maximum weight and volume you can ship.

This field displays the total weight capacity of the selected freight container(s). If a container is not selected, you can enter a weight without having to manage containers.

Use this field to specify how many freight containers you want to use.

This field displays the total volume capacity of the selected freight container(s). If a container is not selected, you can enter a volume without having to manage containers.

This field represents the total weight multiplied by the quantity ordered.

This field represents the total quantity ordered multiplied by the total volume.

This is field displays the available weight for a container when the total weight of selected lines in the workbench do not equal zero.

The weight unit.

This is field displays the available volume for a container when the total volume of selected lines in the workbench do not equal zero.

This non-modifiable field displays the volume unit defined for the freight container.

Filter for results within a range of order values. For the lowest order value, expressed in the folder currency, enter the tax exclusive amount in the Minimum order field.

Filter for results within a range of order values. For the maximum order amount, expressed in the folder currency, enter the tax exclusive amount in the Maximum order field.

This is the folder currency.

This field represents the cost multiplied by the ordered quantity.

Amount expressed in the selected transaction currency.

Select this check box to select this line.

This field displays the current status (work in progress) of the order. The status might be Suggested, Planned or Firm.

This field displays the type of order that is currently work in progress.

This field displays as a 3-character code, the type of order that is currently work in progress plus the current status of the order.

The first two characters = the order type; the third character (S (Suggested), P (Planned) or F (Firm)) = the status of the order. For example, POP means ‘Purchase Order Planned’, SOF means ‘Sales Order Firm’.

'In progress' events display a greater than ('>') symbol after the code; Intersite events display '~' after the code. For example, a firm purchase order (POF) that has been partially received is shown as: 'POF>'.

The document type, the document number and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

This field displays the reason for the order or the resulting order type.

Reference of the product for which the transaction needs to be carried out. It must be defined for the selected site.

The site associated with the work in progress order.

This field identifies the associated order date or planned production start date for the order.

This field identifies the associated end or required completion date for the order. Where an order only has a single order date, this date is the same as the order date.

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc.

This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

This field is not populated if the product code defined in the Product field is not version managed.

This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not populated if the product code defined in the Product field is not version managed.

This field displays a change request ID if this product, or the specific version or revision of this product is associated with an 'active' change request. An active change request is a change request at the planning or implementation stage of the processing cycle. A warning icon is displayed adjacent this field.

If a warning icon is displayed you should consider delaying this work in progress transaction for this product until the change request identified is closed. At that point a change to this product will have either been seen through to its conclusion and the change delivered, or the change request rejected. You will not, however, be prevented from progressing a transaction should you decide to do so.

This field displays the remaining (outstanding) quantity required to complete the order.

The quantity entered in this field is a linking value between the sales orders and the purchase orders (or work orders).

Selected quantity, expressed in physical stock units.

Code of the site issuing the order (request for quote, purchase request, order, subcontract order etc.).

This field is mandatory. It is initialized by default by the purchase site associated with your function profile.

You can modify this code by selecting a code from the list of authorized sites.

Code identifying the supplier.

For suggestions in the results table generated for purchase order suggestions and subcontract order suggestions by an MRP processing run (FUNMRP/FUNMRPG), MRP will have used a product-supplier selection hierarchy to determine the preferred (default) supplier by site. You can change this default supplier manually. Where MRP failed to nominate a supplier you must select the supplier manually.

When selecting a supplier manually by clicking either the selection icon, or the Actions icon in the Supplier field (BPSNUM):

• If the ITMBPSFCY - Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product-site record that are not currently "blocked".
  A Product-site suppliers action is available from the Actions icon; the Product suppliers action is not available for selection.
• If the ITMBPS - Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, you can only select from the list of suppliers defined for the product record that are not currently "blocked".
• If both ITMBPSFCY and ITMBPS are set to Optional or Not used, you can select from the complete list of suppliers in the Suppliers table (BPSUPPLIER).

Before you can transfer a purchase order suggestion to a firm purchase order you must allocate a supplier manually if the MRP processing run fails to allocate the default supplier.

The system generates a replanning message based on the requirement calculation.

End date of the order, calculated during an analysis with rescheduling.

Quantity calculated during an analysis with rescheduling.

This field contains the quantity of the product to be released, expressed in the stock unit.

This field displays the quantity allocated to the order line.

If there is not enough stock to complete the order line, this field displays the shortage quantity.

This field displays the total completed quantity, including the rejected quantity, expressed in the operation unit.

This is the description entered on the product record. This description is transferred from the sales invoice to the purchase invoice in case of inter-company invoicing. When the invoice stems from another document, the standard description is inherited from the source line.

This field displays the original order site.

This field displays the associated project code. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

This field displays the code of the Business partner (customer/supplier) associated with the order.

This field displays the delivery priority (Normal, Urgent, Very urgent) for the order.

This field indicates how the goods required for the order line will be managed.

• Normal. As a normal order, from stock.
• With a back-to-back order:

Direct back-to-back order. A purchase order is generated. The supplier will deliver the product directly to the customer.

Receipt direct order. A purchase order is generated. The purchasing department receives the goods and delivers the product to the customer.

Work order. A work order is generated. The product will be manufactured specifically for the customer. The customer code will be copied to the work order release line.

This field identifies the reason for the order.

This field identifies the number of the source document or order.

This field identifies the associated line on the source document or order.

This field identifies the sequence number of this component in the source parent product.

This field displays the original product code. This product code describes what is referred to as a 'Bill of Materials' or a 'BOM'. A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product.

Multiple bills of materials (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products this includes restriction of the BOM to a specific site and to specific areas of functionality (for costing or for capacity planning).

The components can be linked to a particular operations in a production route, according to the manufacturing requirements.

Operator in charge of performing the production planning or product ordering.

Enter or select the code of the operator responsible for reordering the product on the selected site. This code is referenced in several scripts, such as the buyer’s plan, the supplier order entry, etc.

This field displays the Net price for this order. Select the order from the Actions icon to view the order details.

This field corresponds to the currency of the order, delivery or invoice.

This field displays the requirement (demand) date.

This is the purchase unit defined for the product-supplier combination, or for products that do not exist in the product-supplier record.

This product has two purchase units:

• Purchase unit defined on the product record.
• Purchase unit linked to the supplier.

This purchase unit cannot be modified. It is used as the default value when entering an order, subcontract order or receipt. The supplier purchase unit is suggested by default when the product-supplier record exists.

The purchase units are accessible depending on the type of category assigned.

 Upon invoicing a product, the product purchase unit is used.

Selected quantity, expressed in physical stock units.

Conversion factor used to calculate the quantity in stock units from a quantity entered in purchase units: Quantity in STK = Qty in PUR * conversion factor.

This conversion factor can be accessed if the Purchase unit field (PUU) has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists.

This field identifies the origin of the order.

This field displays the unit of measure (volume or mass) of the product on the associated order.

This field represents the total weight multiplied by the quantity ordered.

The weight unit.

This field represents the total quantity ordered multiplied by the total volume.

Code of the unit in which the package volume is given.

This unit has already been defined in the Units table.

This field displays the order line amount excluding tax, expressed in the transaction currency.

Click Popup view from the Actions icon to view the information for this event using the standard screen display mode.

Click Include/Exclude from the Actions icon to select (include) or clear (exclude) this order line.

Click Split from the Actions icon to apportion an order line across multiple suppliers. This action is only available for purchase suggestions.

By default, the system distributes the order equally between all suppliers of the product. You can amend the proposed suppliers and quantities, as required.

Click Stock from the Actions icon to view the inventory levels for the selected product, by site.

Click Management data from the Actions icon to view the management data and reorder rules for this product.

Click Products by supplier from the Actions icon for a purchase order to view other products assigned to the same supplier. The list of products includes any product with the supplier that is not already displayed in the workbench as well as any records in the ORDERS table that did not fall within the original selection criteria (for example, End date).

The amounts entered in the On order field are written as a purchase order suggestion (POS) to the ORDERS table and immediately display when returning to the Enterprise planning or Grouping workbench function. This includes records that do not meet the original selection criteria. You can also select and specify quantities to add to the existing workbench suggestions.

Click Product usage from the Actions icon to view a three-year history of product usage by month, where the current month is determined by the system date. The following product movement elements display based on total consumption and do not necessarily represent sales history.

• Freight container
• Weight
• Volume
• Load
• Minimum order
• Maximum order
• Free freight threshold

You can use these elements as references and controls. The totals are updated based on elements you select in the workbench.

Click the Search action to load the table (grid) with the orders to be processed, according to the entered selection criteria.

You can delete selected lines (click Delete from the Actions icon) and add new lines to the grid. The maximum number of lines available is defined in the selected entry transaction.

You use a memo code to save the criteria applied to an entry screen. Use this field to find out if a memo code has already been saved for the current screen values.

Use the following buttons to manage memos:

Recall: Recall a previously defined and saved memo.

Memo: Save the current values of the screen in a memo file with a code to be specified.

Del. Memo: Delete a previously saved memo.

If a memo named STD (standard) is associated with the screen, it is loaded when opening the function.

Enter, select, or build a format calculation expression using the formula editor.

This formula, created using sections of the WIP, product and product/site tables, is applied within the framework of the search in addition to the entered selections.

A warning message is displayed if a reference is made to tables not used in the context or to unknown variables.

Filter for results within a range of product codes. For a single product, enter the same product code in the From/start product and To/end product fields.

Filter for results within a range of Business partners (BPs). For a single Business partner (customer/supplier), enter the same BP code in the From/start BP and To/end BP fields.

Filter for results within a range of requirement dates. For a single requirement date, enter the same date in the From requirement end date and To requirement end date fields.

Observe loading times.

Filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields.

If the value of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

Filter for results within a range of document numbers. For a single document, enter the same document number in the From/start entry and To/end entry fields.

Filter for results within a range of source documents. For a single source document, enter the same document reference in the from/start Original document and to/end Original document fields.

Filter for results within a range of dates. For a single day, enter the same date in the Start date and End date fields. You can leave the Start date field blank to search all records to date.

Filter for results within a range of categories. For a single category, enter the same category in the Start/from category and To/end category fields.

Filter for results within a range of statistical groups. For a single statistical group, enter the same group code in the Start/from group n and To/end group n (where n is a number) fields.

Filter for results within purchase suggestions.

This flag is used to filter the suggestions based on their origin.

Filter for results within planned purchase orders.

Filter for results within customer orders.

Filter for results within firm subcontract orders.

Filter for results within reserved materials.

Filter for results within firm intersite requests.

Select the sort criteria to be applied to the display.

Click Include all to select all valid order lines.

Click Exclude all to clear all selected order lines.

Click Generate to generate an order from the selected orders. The System log provides details of the generated order number and products processed.

Click the Transaction action to view the format of this entry transaction.