Orders
2016 Amtech User Conference
Troubleshooting Tips & Tricks Tina Lampus
Overview • Understanding Common Messages / Troubleshooting • Is it a valid warning message or a program error?
• Data Entry Errors
• Characters to avoid
• Frequently Asked Questions
• Review of common questions with the use of Imaginera
• Support
• Help us help you
Troubleshooting Messages Spec Maintenance • Inactive Fail! • When trying to inactivate a Spec the warning message populates, “There is inventory on hand for this item. Spec cannot be set as inactive!” • Check inventory in all warehouses and all bins. • Do not forget to check the “Shipping” or “Intransit” Bins.
Troubleshooting Messages Order Processing • Warning – An Open Order for this Item Already Exists
This warning will only occur if the flag in the Company > OP screen > “Warn Existing Order” is checked on.
Troubleshooting Messages Order Processing • Warning: Missing Release • This will occur if there was an interruption in connectivity at the time the orders scheduled shipping release was being saved. • User must click OK and go to Scheduled Shipping Release screen and add a release. • Please Note: There are times that when the user opens the orders scheduled shipping release screen a release will be displayed. Make sure the user still updates a field and saves the release to ensure the program saves the missing data in the back ground.
Troubleshooting Messages RGA • Warning when entering an order number in RGA
Troubleshooting Messages PDE • NO Machine Calendars or Invalid Shift • Check that the correct Plant has been selected, in a multi-plant environment. • Check to make sure that a calendar has been setup for the machine in Calendar maintenance. If the flag, ‘Use Mach Calendar in PDE’, has been checked ON in the Company>Job Cost screen there must be a machine calendar setup for each machine. • If this flag is not checked, the system will use the Production/PDE Calendar.
Troubleshooting – Data Entry Errors • Common Data Entry Errors • Invalid characters • Do not use the following in text fields within Imaginera: • Apostrophe ( ‘ ) • This is used in SQL and if found in a text field will potentially interfere with code. It could result in a SQL Error and will close the program resulting in loss of work if not previously saved. • Percent Sign ( % ) • This is used as a wildcard in many search field and if used in a text field could interfere with searching in the system. • Comma ( , ) • There are many different fields used in generating comma delimited files for EDI and if you happen to enter a comma into a field which is then used in a comma delimited EDI file, it will render the file incorrect.
Frequently Asked Questions Order Processing: •
Can a cancelled order be re-opened?
• No, cancelled orders cannot be opened again. • A cancelled order has had significant data deleted. Therefore a new order must be entered to work properly.
Frequently Asked Questions Order Processing • Why do some items show in the Item Ident dropdown and other don’t?
Frequently Asked Questions Grids • Can columns be rearranged?
Frequently Asked Questions Orders • What is the difference between a Completed Order vs a Closed order?
Order Processing = Complete
Job Costing = Closed
Tips & Tricks – Application Shortcuts for entering dates: • Enter the numbers 1 – 31, and the system will assume the current month and current year. Example: This is September 2016, so enter 26 and the system will populate 9/26/2016. • Enter the month and day and the system will assume the current year. Example: Enter 1023 and the system will populate 10/23/2016. • Enter the letter ‘M’ and the system will populate the 1st day of the current ‘M’onth and year. • Enter the letter ‘H’ and the system will populate the last day of the current mont’H’ and year. • Enter the letter ‘Y’ and the system will populate the 1st day of the current ‘Y’ear. • Enter the letter ‘R’ and the system will populate the last day of the current yea’R’. • Enter the letter ‘W’ and the system will populate the Monday of the current ‘W’eek, month and year. • Enter the letter ‘K’ and the system will populate the Sunday of the current wee’K’, month and year. • Once populated the ‘+’ and ‘-’ keys will add and subtract one day at a time, respectively.
SUPPORT – Help Us Help You Submitting Issues
• By Phone – Calls submitted by telephone should be for issues that need immediate attention and are critical. Critical means that the issue has interrupted your ability to perform your daily business functions. • By Email & Web Entry – Issues submitted by email to Remedy should be for standard issues that are a problem, but not interrupting your daily operations.
SUPPORT – Help Us Help You Valuable Information which can be sent with your submitted ticket in order to expedite resolutions • Describe in detail the question or issue. • Provide the data to be analyzed. • • • • • • •
Customer Spec # Order # PO # Inventory Ticket # Deliver Receipt # Invoice #
• Provide the steps in detail the user was following when the issue occurred.
• This includes things like the order in which the steps occurred, whether the user was tabbing across a screen or using a mouse, what were the order the users columns were set in (OP) and were they working in more than one screen at time, if so which?
• Provide screen shots of the screen the user was working on. • Does the issue happen every time or only what appears to be randomly? • Provide copies of the Imaginera reports effected (if applicable).
SUPPORT – Help Us Help You Information to provide when encountering questions on reports • Describe the filters which were set when running the report. • If possible send in a screen shot of the filters with the entries selected/filled in including • Here are some examples of information to include in the filter screen: • • • • • • • •
Customer Item / Spec Date Range Order Number DR Number Invoice Posting Period Any other possible relevant information
SUPPORT – Help Us Help You Common Delivery Questions and Challenges
• Cannot load a unit on the truck. • • • • • • •
Order # Ticket # How was ticket created? MTFG, Loadtags? Truck and Trip# Ship Date Screenshot of the Error Message (If Applicable) Specific steps taken that lead to error
Troubleshooting Tips & Tricks Tina Lampus
Overview • Understanding Common Messages / Troubleshooting • Is it a valid warning message or a program error?
• Data Entry Errors
• Characters to avoid
• Frequently Asked Questions
• Review of common questions with the use of Imaginera
• Support
• Help us help you
Troubleshooting Messages Spec Maintenance • Inactive Fail! • When trying to inactivate a Spec the warning message populates, “There is inventory on hand for this item. Spec cannot be set as inactive!” • Check inventory in all warehouses and all bins. • Do not forget to check the “Shipping” or “Intransit” Bins.
Troubleshooting Messages Order Processing • Warning – An Open Order for this Item Already Exists
This warning will only occur if the flag in the Company > OP screen > “Warn Existing Order” is checked on.
Troubleshooting Messages Order Processing • Warning: Missing Release • This will occur if there was an interruption in connectivity at the time the orders scheduled shipping release was being saved. • User must click OK and go to Scheduled Shipping Release screen and add a release. • Please Note: There are times that when the user opens the orders scheduled shipping release screen a release will be displayed. Make sure the user still updates a field and saves the release to ensure the program saves the missing data in the back ground.
Troubleshooting Messages RGA • Warning when entering an order number in RGA
Troubleshooting Messages PDE • NO Machine Calendars or Invalid Shift • Check that the correct Plant has been selected, in a multi-plant environment. • Check to make sure that a calendar has been setup for the machine in Calendar maintenance. If the flag, ‘Use Mach Calendar in PDE’, has been checked ON in the Company>Job Cost screen there must be a machine calendar setup for each machine. • If this flag is not checked, the system will use the Production/PDE Calendar.
Troubleshooting – Data Entry Errors • Common Data Entry Errors • Invalid characters • Do not use the following in text fields within Imaginera: • Apostrophe ( ‘ ) • This is used in SQL and if found in a text field will potentially interfere with code. It could result in a SQL Error and will close the program resulting in loss of work if not previously saved. • Percent Sign ( % ) • This is used as a wildcard in many search field and if used in a text field could interfere with searching in the system. • Comma ( , ) • There are many different fields used in generating comma delimited files for EDI and if you happen to enter a comma into a field which is then used in a comma delimited EDI file, it will render the file incorrect.
Frequently Asked Questions Order Processing: •
Can a cancelled order be re-opened?
• No, cancelled orders cannot be opened again. • A cancelled order has had significant data deleted. Therefore a new order must be entered to work properly.
Frequently Asked Questions Order Processing • Why do some items show in the Item Ident dropdown and other don’t?
Frequently Asked Questions Grids • Can columns be rearranged?
Frequently Asked Questions Orders • What is the difference between a Completed Order vs a Closed order?
Order Processing = Complete
Job Costing = Closed
Tips & Tricks – Application Shortcuts for entering dates: • Enter the numbers 1 – 31, and the system will assume the current month and current year. Example: This is September 2016, so enter 26 and the system will populate 9/26/2016. • Enter the month and day and the system will assume the current year. Example: Enter 1023 and the system will populate 10/23/2016. • Enter the letter ‘M’ and the system will populate the 1st day of the current ‘M’onth and year. • Enter the letter ‘H’ and the system will populate the last day of the current mont’H’ and year. • Enter the letter ‘Y’ and the system will populate the 1st day of the current ‘Y’ear. • Enter the letter ‘R’ and the system will populate the last day of the current yea’R’. • Enter the letter ‘W’ and the system will populate the Monday of the current ‘W’eek, month and year. • Enter the letter ‘K’ and the system will populate the Sunday of the current wee’K’, month and year. • Once populated the ‘+’ and ‘-’ keys will add and subtract one day at a time, respectively.
SUPPORT – Help Us Help You Submitting Issues
• By Phone – Calls submitted by telephone should be for issues that need immediate attention and are critical. Critical means that the issue has interrupted your ability to perform your daily business functions. • By Email & Web Entry – Issues submitted by email to Remedy should be for standard issues that are a problem, but not interrupting your daily operations.
SUPPORT – Help Us Help You Valuable Information which can be sent with your submitted ticket in order to expedite resolutions • Describe in detail the question or issue. • Provide the data to be analyzed. • • • • • • •
Customer Spec # Order # PO # Inventory Ticket # Deliver Receipt # Invoice #
• Provide the steps in detail the user was following when the issue occurred.
• This includes things like the order in which the steps occurred, whether the user was tabbing across a screen or using a mouse, what were the order the users columns were set in (OP) and were they working in more than one screen at time, if so which?
• Provide screen shots of the screen the user was working on. • Does the issue happen every time or only what appears to be randomly? • Provide copies of the Imaginera reports effected (if applicable).
SUPPORT – Help Us Help You Information to provide when encountering questions on reports • Describe the filters which were set when running the report. • If possible send in a screen shot of the filters with the entries selected/filled in including • Here are some examples of information to include in the filter screen: • • • • • • • •
Customer Item / Spec Date Range Order Number DR Number Invoice Posting Period Any other possible relevant information
SUPPORT – Help Us Help You Common Delivery Questions and Challenges
• Cannot load a unit on the truck. • • • • • • •
Order # Ticket # How was ticket created? MTFG, Loadtags? Truck and Trip# Ship Date Screenshot of the Error Message (If Applicable) Specific steps taken that lead to error
