Overview
The 'Common Data' area merges Material Flow and Workspace in such a way that boxes/containers, part data and shelves can be used across both modules.
Common data planning states can be created, viewed and managed both in the portal and in the clients. For this, open a project. Once the project has been opened, the Common Data button appears in the bar on the left-hand side of the screen:
The Common Data section is divided into three sections. The first is “Boxes”, the second is “Racks” and the third is “Part data”:
Boxes
Boxes contains load carriers and loading units. These can be created, imported, managed and edited here.
Racks
Contains racks. These can be created, imported, managed and edited here.
Part data
Part data contains parts - similar to the logistics quantity structure. These can be created, imported, managed and edited here.
Creating a planning state
A planning state (“default”) is always available initially. Others can be created using the corresponding button. As can be seen in the screenshot, a name, a description and a validity period can be defined:
Editing planning states
Before Version 4.5.2:
For “default” and all other planning states, a single left-click can be used to copy the name, adjust the title, description and validity period or delete the planning status:
After Version 4.5.2:
1 | “+ Create new planning state” creates a new rack planning state. After creation, it will appear in the list below. |
2 | A new filter can be added via “Add filter”. More on this in the article below. |
3 | Select the upper checkbox to select all planning states. Individual planning states can be selected and deselected by clicking on the corresponding checkbox. |
4 | Drag a column header / attribute (e.g. “Creator”, “Description”...) here to organize the table according to these attributes. This creates groups of items that have the same value for the respective attribute. |
5 | Column headers can be moved to adjust the arrangement of the table. Clicking on the arrow next to a column header arranges the column alphabetically in ascending or descending order. Clicking on the “three dots” symbol opens further options. |
6 | Right-click on a row to open the options for the corresponding planning state. Here you can copy the path to the planning state to the clipboard, copy the name of the planning state to the clipboard, edit or delete the planning state. |
7 | All columns that are available for the table view are listed under “Columns”. You can show and hide entire columns here. |
Filter
To create a filter, first select an attribute from the list on the left-hand side. Then select the filter criterion - this can be “Contains”, “Is equal to”, “Starts with...”, “Ends with...”, “Greater than...”, “Greater than or equal to”, “Less than...” or “Less than or equal to”. Finally, enter a filter value to filter by.
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