Example 13
Type: Advanced Process Workflow
Department: Manufacturing
Learning Objectives
Loop
Loop Groups are defined in the To-Do Group Template, the last To-Do which have been completed controls the continuation of the Loop. When the Loop is rerun, all the To-Dos will open up within the Loop.
File name Template in Document Storage
There is the possible to indicate an exact document name (e.g. Item@No.@) and furthermore, to name the place where the document should be stored (e.g. D:\Itempicture\). If a To-Do is a Document Storage, the system will prove the availability of a document within the specified directory. Once a document is determined by the system, the To-Do will be completed by default. Moreover, a linkage will be created between the document and the To-Do is deposed at the data source facultative.
Manual Completion allowed by
If a To-Do is not a Manual Completion, this is the field where it can be decided who the person will have the authority to complete the To-Do manually.
Business Process “New Production Item”
If the designer has developed a new product, that person will check all the required fields, attaches the product specifications and completes the bill of material. Accordingly, a prototype can be created as well as tested by the Production Team and a Testing Sheet attached. If insecurities concerning the quality are detected, the Production Team can then talk to the designer about the issues. If the product has passed the quality test, the new product can be released for new production.
Aptean Advanced Workflow Setup
Reference Type
No.: 27 (Item)
Editing Form ID: 30 (item Card)
Buffer Time on Function Call Server: 30 Seconds
Automatic Workflows: Yes
Keyword Definitions
Tick All Use Fields
Table ID: 27 (Item)
Keyword Definition Line 1
Field ID: 1 (No.)
Keyword Definition Line 2
Field ID: 3 (Description)
To-Do Template
To-Do Template 1 | Reference Type No: 27 (Item) Code: WF130-TD010 Description: Check Mandatory Fields |
---|---|
WHO | Employee Code: MD Modification allowed by (when not open): Administrator |
WHY | No Activation |
WHEN | Source Type: Workflow Duration Date Calculation: 1D Critical Date Calculation: -1D |
WHAT | Type: Field Examination Condition Code: WF130-C010 |
Condition
Table ID: 27 (Item)
Code: WF130-C010
Description: Check Mandatory Fields
Type: Field Examination
All Condition Lines
Active: Field Examinations
Type: Field
Table ID: 27 (Item)
Editing Page ID: 30 (Item Card)
Condition Line 1
Field ID: 3 (Description)
Filter: <>’’
Condition Line 2
Field ID: 8 (Base Unit of Measure)
Filter: <>’’
Condition Line 3
Field ID: 11 (Inventory Posting Group)
Filter: Finished
Condition Line 4
Field ID: 99 (VAT. Prod. Posting Group)
Filter: VAT16
Condition Line 5
Field ID: 91 (Gen. Prod. Posting Group)
Filter: Retail
Condition Line 6
Field ID: 54 (Blocked)
Filter: Yes
To-Do Template 2 | Reference Type No.: 27 (Item) Code: WF130-TD02 Description: Attach Product Specification |
---|---|
WHO | Employee Code: MD |
WHY | No Activation |
WHEN | Source Type: To-Do Source Code: WF130-TD01 Duration: 2D Urgency: -1D |
WHAT | Type: Document Storage Attach. Doc. Type Code: PRODSPEZ [Table Join by default] Table Join Table ID: 5128007 (Workflow) Table ID to join: 27 (Item) Table Join Line 1 Field ID: 1 (No.) Value Type: Field Value: 26 (Assigned to No.) |
Document Group
Reference Type: 27
Code: ITEM DOCS
Description: Item Document
Directory Path Name: C:\Temp\
Insert Record Link: Yes
File Filter:
Display Order No.: 1
File Filter Code: PDF
File Filter
Code: PDF
Description: PDF
Filter: *.PDF
Document Type
Reference Type: 27 (Item)
Code: PRODSPEZ
Description: Item Specification
Document Group: ITEM DOCS
To-Do Template
To-Do Template 3 | Reference Type No.: 27 (Item) Code: WF130-TD030Description: Complete BOM and Routing |
---|---|
WHO | Employee Code: MD |
WHY | No Activation |
WHEN | Source Type: To-Do Source Code : WF130-TD020 Duration Date Calculation: 2D Critical Date Calculation: -1D |
WHAT | Type: Field Examination Condition Code: WF130-C020 |
Condition
Table ID: 27 (Item)
Code: WF130-C020
Description: Check Manufacturing Fields
Type: Field Examination
All Condition Lines
Active: Yes
Type: Field
Table ID: 27 (Item)
Editing Page ID: 30 (Item Card)
Condition Line 1
Field ID: 99000751 (Production BOM No.)
Filter: <>’’
Condition Line 2
Field ID: 99000750 (Routing No.)
Filter: <>’’
Condition Line 3
Field ID: 24 (Standard Cost)
Filter: >0
To-Do Template 4 | Reference Type No.: 27 (Item) Code: WF130-TD040 Description: Create Prototype |
---|---|
WHO | Team Code: Production |
WHY | No Activation |
WHEN | Source Type: To-Do Source Code: WF130-TD030 Duration Date Calculation: 2W Critical Date Calculation: -10D |
WHAT | Type: Manual Completion |
To-Do Template 5 | Reference Type No.: 27 (Item) Code: WF130-TD050 Description: Quality Test and Attach Test Sheet |
---|---|
WHO | Team Code: Production |
WHY | No Activation |
WHEN | Source Type: To-Do Source Code: WF130-TD040 Duration Date Calculation: 2D Critical Date Calculation: -1D |
WHAT | Type: Document Storage Attach Doc. Type Code: TEST SHEET |
Document Type
Reference Type: 27 (Item)
Code: TEST SHEET
Description: Quality Test Sheet
File Name Default: @@Item%%No.@@_TEST
Document Group: ITEM DOCS
[Table Join by Default]
Table Join
Table ID: 5127903 (Attach Document)
Table ID to join: 27 (Item)
Table Join Line 1
Field ID: 1 (No.)
Value Type: Field
Value: 4 (Reference Code)
To-Do Template 6 | Reference Type No.: 27 (Item) Code: WF130-TD060 Description: Passed Quality Test? |
---|---|
WHO | Employee Code: RL |
WHY | No Activation |
WHEN | Source Type: To-Do Source Code: WF130-TD050 Duration Date Calculation: 2D Critical Date Calculation: -1D |
WHAT | Type: Decision Attach Doc. Type Code: QUALITY PASSED |
Decision Option Set
Code: QUALITY PASSED
Description: Passed Quality Test?
Decision Option Set Line 1:
Value: YES
Description: Yes
Decision Option Set Line 2:
Value: NO
Description: No
Decision Option Set Line 3:
Value: MAYBE
Description: Maybe
To-Do Template 7 | Reference Type No.: 27 (Item) Code: WF130-TD070 Description: Review by QC Supervisor |
---|---|
WHO | Employee Code: MD |
WHY | By Decision Type: 27 (Item) By Decision To-Do Template Code: WF130-TD060 Decision Value Filter: MAYBE |
WHEN | Source Type: To-Do Source Code: WF130-TD060 Duration Date Calculation: 1D |
WHAT | Type: Manual Completion |
To-Do Template 8 | Reference Type No.: 27 (Item) Code: WF130-TD080 Description: Approved for Production |
---|---|
WHO | Employee Code: MD |
WHY | By Decision Type: 27 (Item) By Decision To-Do Template Code: WF130-TD060 Decision Value Filter: YES |
WHEN | Source Type: To-Do Source Code: WF130-TD060 Duration Date Calculation: 1D |
WHAT | Type: Manual Completion |
To-Do Group Template
Reference Type: 27 (Item)
Code: WF130-TDG010
Description: Product Development
[Customize This Page → FastTabs: Show “Loop”]
Loop Group Activate: Yes
Loop Group Start To-Do: WF130-TD020
Loop Group End To-Do: WF130-TD0060
Loop Group Decision Value: No
Loop Group Use Reopen Date: Yes
To-Do Group Line 1
Type: To-Do
Code: WF130-TD020
To-Do Group Line 2
Type: To-Do
Code: WF130-TD030
To-Do Group Line 3
Type: To-Do
Code: WF120-TD040
To-Do Group Line 4
Type: To-Do
Code: WF130-TD050
To-Do Group Line 5
Type: To-Do
Code: WF130-TD060
Workflow Template
Reference Type: 27 (Item)
Code: WF130
Description: New Manufactured Item Workflow
Use Condition: WF130-C030
Condition
Table ID: 27 (Item)
Code: WF130-C030
Description: New Manufactured Item
Type: Workflow Template Use
Condition Line 1
Active: Yes
Type: Field
Table ID: 27 (Item)
Field ID: 5419 (Replenishment System)
Filter: Prod. Order
Workflow Line 1
Type: To-Do
Code: WF130-TD010
Workflow Line 2
Type: To-Do Group
Code: WF130-TG010
Workflow Line 3
Type: To-Do
Code: WF130-TD080
Field Modification
Asynchronous Field Modification Line 1:
Old Status Level Filter: 0..14
New Status Level Filter: <>2
Field ID: 54 (Blocked)
Fixed Value Input: Yes
Asynchronous Field Modification Line 2:
Old Status Level Filter: 0..14
New Status Level Filter: 2
Field ID: 54 (Blocked)
Fixed Value Input: NO