Desktop Client for Order Management

The desktop client for the Order Management module is used to manage production orders and materials for lines. The desktop client is installed on a PC and connected to the OrderManagement database.

Two desktop clients with different layouts are available:

ProClient
Default settings are optimized for order management
SRSClient
Default settings are optimized for material consumption calculations

Both desktop clients have the same functionality. Their layout can be customized.

Installing the desktop client

The desktop client for Order Management is installed and configured using the MES Installer.

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Note

When installed with the MES Installer, obsolete Install.bat files may be saved along with current files. This causes errors during installation. Therefore, during installation, pay attention to the following:

Do not interrupt the automatic installation routine.
Do not run the Install.bat files.

Uninstallation
The desktop client cannot be uninstalled using the MES Installer.

ClickOnce clients

ClickOnce clients can be configured and published using the MES Installer.

Open and exit the desktop client

Start the desktop client by double-clicking on the icon.

Or:

Find and open the desktop client using the Windows search feature.
Proceed as follows to change the language:
- Open the Select language… menu in the bottom right.
- Select the required language from the drop-down list.
- Click OK to change the language.

Enter user name and password.
Click Login to open the desktop client.

The menu that was open when the desktop client was last shut down is displayed.

To load a layout, go to Loading a default layout.

Overview of the user interface

	Menu
	Panel/window
	Window title
	Toolbar
	Table header
	Hidden windows
	Status bar

Image number 2

Panel/window

Image number 3

Window title

Image number 4

Toolbar

Image number 5

Table header

Image number 6

Hidden windows

Image number 7

Status bar

Menu

In the menu, the menu options are used to open the functions that are displayed on the main screen.

The menu can be maximized with list-view-mobile and minimized with .

The following menu options are displayed:

Menu option	Description
*with job overview*	Create and manage orders Graphical Order Display menu
*Graphical Order Display*	View the orders in the calendar, for a quick overview of the status of the orders Graphical Order Display menu
*Cart Management*	Create and manage setup facilities Cart Management menu
*Splice Prediction*	Display splicing information, for example information about material, line and station, splicing reserve, estimated time to next splicing Splice Prediction menu
*Material Orders*	View and manage material orders for lines Material Orders menu
*Material Handling*	View and manage material replenishment for lines Material Handling menu
*Admin settings*	Configure the desktop client Admin Settings menu
*admin*	Log on as an administrator.
*Select Language…*	Select the language for the desktop client.
*About…*	Information about the desktop client, for example display version, manufacturer, and contact information.
*Exit*	Exit the desktop client. Open and exit the desktop client

Menu option

Description

with job overview

Create and manage orders

Graphical Order Display menu

Graphical Order Display

View the orders in the calendar, for a quick overview of the status of the orders

Graphical Order Display menu

Cart Management

Create and manage setup facilities

Cart Management menu

Splice Prediction

Display splicing information, for example information about material, line and station, splicing reserve, estimated time to next splicing

Splice Prediction menu

Material Orders

View and manage material orders for lines

Material Orders menu

Material Handling

View and manage material replenishment for lines

Material Handling menu

Admin settings

Configure the desktop client

Admin Settings menu

admin

Log on as an administrator.

Select Language…

Select the language for the desktop client.

About…

Information about the desktop client, for example display version, manufacturer, and contact information.

Exit

Exit the desktop client.

Open and exit the desktop client

Panel

The main screen is made up of panels. They are outlined with a thin gray line. One or more windows are assigned to a panel. Only one window is displayed at a time. The title of windows that are not displayed is shown at the bottom of the panel. Click on the window title to open the window.

Panels can be fixed, in other words always displayed or hidden. The title of hidden panels is displayed on the right side of the menu. Hidden panels can be opened by clicking on the title.

Right-clicking on the window title opens a context menu, which can be used to arrange panels as required. The customized layout can be saved.

Basic operation: Layout of the main screen

Window

The menu-specific contents are displayed and edited in windows. A window has a title and a toolbar. The contents are displayed in the form of tables or graphs.

Basic operation: Setting up tables

Toolbar

Each window has a toolbar with buttons for operation. Additional buttons can be added using the small triangle in the lower right corner of an icon.

Basic operation: Setting up the toolbar

The following symbols are often used:

Symbol

Description

add_black

Add an item to the window.

save

Save all changes in the window.

mdm_edit_icon

Enable editing.

If editing is enabled, changes can be made in the window (e.g. Lines window: Switch the selected line to maintenance mode).

om_dc_icon_refresh

Update the data in the window.

The tooltip shows the time of the last update.

The downward triangle next to the icon opens a pop-up window to enable the automatic update.

The automatic update is activated with the switch and the activation interval (hh:mm:ss) is adjusted using the keyboard or using , and down .

alert_success_black

Check the saved settings for contradictions. The results are displayed in a separate message window. If there are conflicting settings, they are sorted by line.

delete

Delete the selected item in the window.

Items can only be deleted if editing is enabled with mdm_edit_icon .

filter-delete

Remove all filter criteria applied in the window.

A dialog box for entering the filter criteria can be opened using the context menu of the table header.
Filtering a table

Open the print preview for the window.

Basic operation: Printing or exporting in PDF format

pin-classic

Automatically hide or always display the panel/window.

The title of a window that is automatically hidden appears on the edge and can be displayed by moving the mouse over it.

Arranging panels and windows

Close the panel/window.

The title of the panel/window appears at the edge of the panels. A closed panel/window can be displayed again by clicking on the title.

Arranging panels and windows

Table header

The table header displays the column titles of a table. Right-clicking on the table header opens a context menu that can be used to adapt the table (e.g. displayed columns and sorting).

Basic operation: Setting up tables

Status bar

The status bar shows the status of the connection to the database and scanner.

Scanners can also be set up using the status line.

Setting up a scanner

Lines window

The Lines window is available in every menu except in the Cart Management menu and shows all production lines available in the Order Management desktop client for order and material management. The functions displayed on the main screen are applied to a line selected in the Lines window.

Toolbar

The toolbar in the Admin Settings menu has additional buttons for configuring the lines:

Symbol	Description
	Export lines to an XML format file. You can choose whether line-specific settings, locations and location-specific settings should be exported. It is not possible to export only the location-specific settings.
	Import one or more lines from a file in XML format.
	Create a line in the desktop client. Creating a line
	Add location to the selected line. Adding a location to a line

Symbol

Description

om_dc_icon_export

Export lines to an XML format file.

You can choose whether line-specific settings, locations and location-specific settings should be exported. It is not possible to export only the location-specific settings.

om_client_icon_import

Import one or more lines from a file in XML format.

add_black

Create a line in the desktop client.

Creating a line

add-frame

Add location to the selected line.

Adding a location to a line

Table

Columns with icons can be displayed in the table.

Showing and hiding columns in a table

If the icons are black (and not grayed out), there is a warning about the line. The tooltip of the icon shows a description of the warning.

Column titles in the Lines window:

Element/icon

Description

line

Line name

Line number

Number of the line

Group

Name of the line number group

SrS enabled

Smart Replenishment Service (SrS) indicator enabled or disabled

The SrS calculates the material consumption based on planned orders.

The SrS is enabled in the Admin Settings menu in the SrS settings.
Parameter Type: Global
Parametertyp Linie

Maintenance Mode

Maintenance mode display enabled or disabled

When maintenance mode is enabled, the line is highlighted in red.

problem-frame

"Missing Material " warning

The status of the material is queried for each material calculation. This warning indicates that there is not enough material on the line to complete the order.

summary

"Not enough orders found" warning

The status of orders is queried for each material calculation. This warning indicates that there are not enough released orders on the line to fulfill the forecast period.

If there are configuration rules that extend the forecast period for certain materials, the longest forecast period is used to evaluate the warning.
Creating configuration rules

om_dc_icon_cart

"Cart Management Configuration Error " warning

The status of cart management is queried for each material calculation. This warning indicates that there are differences between the configured and the actual changeover cart for the first order on the line.

shoppingcart-remove

"Order maximum reached " warning

The status of the material order is queried for each material calculation. This warning indicates that the maximum order threshold configured for the line is exceeded by the number of materials required for a single facility.

The order maximum is adjusted in the Admin settings in the Parameter Type: Line in the SrS settings.
Parametertyp Linie

shield-stop

"No order found to activate " warning

The status of the released orders is queried each time an order is activated. This warning indicates that a new order is to be activated on the line, but no matching order has been found.

change

"The line produces a different product than specified in the production schedule" warning

The status of the production schedule is queried each time an order is activated. This warning indicates that the order to be activated is not the first released order on the line.

speedometer-speed-high

"Quantity produced exceeds target quantity " warning

The status of the produced quantity is queried cyclically. This warning indicates that the counter of the first station on the line has exceeded the planned quantity of the order

om_dc_icon_calculator

"Material calculation (partially) failed " warning

This warning indicates that the material calculation for the line failed.

Context menu

If editing is enabled with mdm_edit_icon in the Lines window, a context menu can be opened up in the line row.

The menu options in the context menu depend on the selected menu:

with job overview
- Switch maintenance mode
  Enables or disables maintenance mode for the selected line.
- Display splice prediction
  Switches to the Splice Prediction menu.
Graphical Order Display , Splice Prediction , Material Orders and Material Handling
- Switch maintenance mode
  Enables or disables maintenance mode for the selected line.
Admin settings
- Switch maintenance mode
  Enables or disables maintenance mode for the selected line.
- Delete the selected lines
  Multiple lines can be selected using [CTRL].
- Add location to selected line
  Adding a location to a line
- Duplicate
  Creating a line

Basic operation: Setting up the toolbar

Buttons can be displayed and hidden in the toolbar. The available buttons depend on the contents of the window.

Description of the most common buttons:

Overview of the user interface

The buttons are grouped together, separated by a vertical gray line (e.g. the General group contains the Save and Edit buttons).

Open the window.
To show or hide a group, right-click an icon in the toolbar to open the context menu and select the group name.
Proceed as follows to customize a group:
- In the toolbar, right-click to open the context menu and select Customize….
  
  Or:
  
  Use the triangle at the bottom left to select Customize > Customize…..
- To move a button to another group, drag and drop the button into the group.
- Open the context menu by right-clicking the icon.
- To move the button to a new group, select Begin a group.
- To hide the button, select Visible.
To display tooltips, in the Options tab, check the checkboxes in Tooltips.
Accept the changes using Close.

The toolbar is displayed as set up.

To save the changes, continue with Saving a layout.

Basic operation: Printing or exporting in PDF format

The displayed contents of windows can be printed or exported in PDF format.

Open the window.
If necessary, set up the table or graphical display.

Basic operation: Setting up tables
Click to open the print preview.
If necessary,adjust the paper size using Page Setup….
To print the document, open the print menu using Print… , make any necessary settings and print by clicking OK.

Or:

To save the document in PDF format, click PDF File to open the Export Document… dialog box, select the location and export by clicking OK.

The document is printed or stored in the selected directory.

Graphical Order Display menu

The Graphical Order Display menu shows the progress of the order management in a table. Completed orders can be viewed on a timeline. Various filters and settings can be used to adjust the display.

Clicking on an order displays the order details in the Order window. You can filter the lines you want to display by clicking the Options window.

Context menu

Specific icons and toolbar items:

Element/icon	Description
Today	View orders for the current date.
Go to Date…	Display orders from a specific date.
*Timescale >*	Select the timescale of the display.
*Show timescale >*	Select whether the current timescale is displayed in the table header.

Element/icon

Description

Today

View orders for the current date.

Go to Date…

Display orders from a specific date.

Timescale >

Select the timescale of the display.

Show timescale >

Select whether the current timescale is displayed in the table header.

Splice Prediction menu

Splicing is the joining of two materials, usually in the form of rolls, tapes or cords.

Materials can only be spliced if one or both materials have a minimum length. The total length of the material after splicing must be taken into account during the production process.

The Splice Prediction menu has two windows:

Line
The line for which the splice prediction is to be displayed can be selected.
Splice Prediction
The splice prediction data for the selected line is displayed in a tree structure sorted by line group.

Overview of the user interface

Specific icons and elements in the Splice Prediction window:

Icon/element

Description

down

Open the line grouping in the tree structure.

Close the line grouping in the tree structure.

topology-filter-default

Slider for the Displayed Time Interval

Filters the Calculated latest Splice Time column on the basis of the last calculation.

Only splice prediction data for the selected time interval is displayed.

Location

Location where the material is spliced

Line

Track of the line to be spliced

Material No.

Material number of the material being spliced

Calculated latest Splice Time

Difference between the last possible splice time and the last calculation time. If the time has elapsed, it may not be possible to successfully splice the material because the material length is inadequate.

Predicted Line Stop Time

The time when the production line must be interrupted due to a lack of material

Component Pitch

Distance between two materials being spliced in millimeters

The gap is relevant if the materials available for the production line, e.g. EPROMs, exist in the form of rolls.

Latest Splice Time in

Displays the time remaining until the next splicing operation.

line

The line selected in the Lines window for which the splice prediction data is displayed

Line Group

Name of the group to which a line belongs

Production lines are grouped according to specific production criteria.