Orders

Production orders are created and managed under Order Management > Orders , using three tabs:

The Lines tab
Shows all lines included in the Order Management module. Production orders can be edited for these lines in the Orders tab.
The Orders tab
Shows the created production orders of the selected line and their editing status ( Planned , Released or Active ).
The Finished orders tab
Shows all production orders from the last 24 hours that have been finished or canceled.

Lines tab

Under Order Management > Orders , the Lines tab is selected to view the line for which orders are to be displayed or edited.

Element	Description
	Filter by lines. Enter the complete line name or part of it.
	Refresh the line display.
	Click on the line which you want to view the orders for in the *Orders* tab.

Element

Description

Filter by lines.

Enter the complete line name or part of it.

refresh

Refresh the line display.

om_orders_lines_line_tile

Click on the line which you want to view the orders for in the Orders tab.

Orders tab

Under Order Management > Orders , the production orders are planned, released for production and enabled in the Orders tab. However, an order can also be rescheduled, paused, canceled or deleted. The status and progress of the orders are visible.

Orders are located in the following three areas:

Planned : The order has been created but has yet to be set up or released.
Approved : The order is released for production and is waiting to be executed.
Active : The order is being executed.

Header

Element	Description
*Search*	Filter by orders. Enter the complete order number or part of it.
*<Search Line>*	Select the line.
*Edit*	Enable or disable orders for editing and for changing the status. Editing an Order Changing the Order Editing Status
	Create a new order. Create order

Element

Description

Search

Filter by orders.

Enter the complete order number or part of it.

<Search Line>

Select the line.

edit Edit

Enable or disable orders for editing and for changing the status.

Editing an Order

Changing the Order Editing Status

add_border

Create a new order.

Create order

Order

Element

Description

<nnnnn>

Order number

The order number is automatically generated when a new order is created.

<n> in the gray field

Order prioritization

Highest priority = 1

Changing the Order Editing Status

drag-handle-blue

Positioner

To change the order status or production sequence, drag and drop the order on the positioner in the columns and move in between columns.

Changing the Order Editing Status

options

Options menu

Contains the menus to view or edit the production orders.

Menus when editing is disabled:

Show order
Viewing Order Details
Show individual Parts
View individual parts of an order

Menus for orders under the Planned status when editing is active:

Edit order
Editing an Order
Show individual Parts
View individual parts of an order
Delete order…
Delete order

Menus for orders under the Released status when editing is active:

Edit order
Viewing Order Details
Show individual Parts
View individual parts of an order
Pause order
Pause order
Delete order…
Delete order

Menus for orders under the Active status when editing is active:

Show order
Viewing Order Details
Show individual parts
View individual parts of an order
Pause order
Pause order
Cancel order…
Canceling an Order

alert_success_black

Indicates that the order is in the Released or Active areas

om_orders_orders_order_card_details_30

Quantity with quantity unit (default value, NAR = number of articles) to be produced and percentage of parts already produced

Order details and station counter

Under Order Management > Orders , orders details can be viewed and edited in the Orders tab. The Options menu options can be used to access all the sections in the tab.

General Tab

Element

Description

Quantity

Quantity to be produced.

Quantity Unit

Quantity unit (e.g. Number of articles, Meter, Gram etc.).

Cycle Time in Seconds

Describes time required to produce a single part. This value, multiplied by the order quantity, determines the total order duration.

Part Type

Describes the part type (serial, repair, calibration etc.).

Line Number

Production line number

Destination PSA

Describes the destination PSA (Production Supply Area) for the order.

Customer

Describes the customer name.

Description

Production or planning-related comments (maximum of 80 characters).

Type Number

Describes the part type number.

Revsion Level / Explosion Number

Describes the revision number for the bill of materials.

Explosion Date (UTC)

Date and time of the BOM revision.

BOM Hash

Bill of materials assignment

Production Version

Describes the production version used to query BOM from the PSM.

Production Version ID

Production version identification number

Packaging Instruction

Describes the packaging instruction for the packaging setup associated with the order

Type Variant

Describes the variant of the type number.

Family

Product type family

Setup

Describes the name of the setup required for production.

Sublevels

Describes the number of production setup sublevel configured in the order (maximum of 200 sublevels).

Packaging Setup BOM Hash

Describes the packaging setup hash for the order.

This value is set only when a PSM service is triggered upon order release, specifically for BOM Types PSM - Product Setup - Trigger Explosion and PSM - Product Setup - Trigger Explosion & Verify Packaging.

Details Tab

Element

Description

Created On

Date of order creation

Scheduled Production Start

Planned production start date

Line

Describes the line name.

Scheduled Production End

Planned production end date

Production Start

Date of actual production start

Production End

Date of actual production end

User

Order Management user

Priority

Enter the order priority.

Values: 0 … 1000, default value: 500

The priority of an order can be changed while it is in the Planned state.

The order priority does not affect the sequence in which the orders are processed in the Order Management module.

Side

For insertion machine lines only: Enter the side of the printed circuit board to be tooled (bottom or top).

ERP ID

ERP order ID

This is entered via the ERP system.

ERP Created On

Date on which the order was created in ERP

Position

Reference to the order position in the ERP collective order

This is entered via the ERP system.

Delivery Note Number

Describes the delivery note number for the order.

Batch

Batch assigment for the order

This is entered via the ERP Connectivity interface.

Segment

For insertion machine lines only: Enter segment (top or bottom segment).

Note

Enter a comment about the order (maximum of 399 characters).

This is entered via the ERP Connectivity interface.

Station Counter Tab

The columns can be sorted in ascending or descending order by clicking on an entry in the header.

Element	Description
*Station*	Name of station
IO	Number of good parts reported by the station
*OK Confirmed*	Number of good parts reported to the ERP system
*NOK*	Number of bad parts reported by the station
*NOK Confirmed*	Number of bad parts reported to the ERP system
*Rework*	Number of repaired bad parts reported by the station
*Rework Confirmed*	Number of repaired bad parts reported to the ERP system

Element

Description

Station

Name of station

Number of good parts reported by the station

OK Confirmed

Number of good parts reported to the ERP system

NOK

Number of bad parts reported by the station

NOK Confirmed

Number of bad parts reported to the ERP system

Rework

Number of repaired bad parts reported by the station

Rework Confirmed

Number of repaired bad parts reported to the ERP system

Individual parts of an order

Under Order Management > Orders , the individual parts of an order can be found in the Orders tab via the Options menu options .

Individual Parts Counter

Element	Description
*New*	Number of parts in the first station
*Active*	Number of parts in the line
*Paused*	The number of parts for which production has been paused
*Finished*	The number of parts for which production has finished
*Scrapped*	Number of rejects
*Sum*	Sum of the parts that are or have been edited

Element

Description

New

Number of parts in the first station

Active

Number of parts in the line

Paused

The number of parts for which production has been paused

Finished

The number of parts for which production has finished

Scrapped

Number of rejects

Sum

Sum of the parts that are or have been edited

Table

The columns can be sorted in ascending or descending order by clicking on an entry in the header.

Element	Description
*Search ID*	Filter by individual parts. Enter the complete identification number or part of it.
ID	Identification number of the individual part.
*Status*	Status of the individual part (status as described under individual parts counter).
*Type Number*	Individual part type number.
*Confirmed*	The status of the part reported to the ERP system.
*BOM Hash*	Bill of materials designation
*Created*	Date and time at which production of the individual part started.
*Finished*	The date and time at which the individual part was finished.

Element

Description

Search ID

Filter by individual parts.

Enter the complete identification number or part of it.

Identification number of the individual part.

Status

Status of the individual part (status as described under individual parts counter).

Type Number

Individual part type number.

Confirmed

The status of the part reported to the ERP system.

BOM Hash

Bill of materials designation

Created

Date and time at which production of the individual part started.

Finished

The date and time at which the individual part was finished.

Finding and selecting a line

Open the Order Management > Orders menu enty.

The Lines tab opens.
To find a line, enter the Line Number into the Search field.
Click on the line.

The Orders tab opens and shows the orders for the selected line.

Alternatively, select a line in the Order Management > Orders > Orders tab in the <Liniennummer> selection list.

Viewing order details

Select a Line.
To find a specific order, enter the order number into the Search field at the top of the orders list.
Click on on the order and select Show Order.

The dialog window.

A description of the entries can be found under Order Details and Station Counter.

Viewing production setup levels

Select a Line.
To find a specific order, enter the order number into the Search field at the top of the orders list.
Click on on the order and select Show Order.

The dialog window opens.
Click on to display the configured setup levels.

The Production Setup Levels dialog window opens and displays the configured production setup levels of the order.

Element

Description

Collapse All

Collapse all production setup levels.

Expand All

Expands all production setup levels.

Collapse

Collapses the selected production setup level up in the list.

Expand

Expands the selected production setup level down in the list.

Type Number

Type number of the production setup level.

Revision Level / Explosion Number

Revision number of the BOM corresponding to the production setup level.

Explosion Date (UTC)

Date and time of the BOM revision corresponding to the production setup level.

This value is required to release an order, specifically for BOM Types PSM - Product Setup - Trigger Explosion and PSM - Product Setup - Trigger Explosion & Verify Packaging.

Production Version

Production version of the production setup level.

BOM Hash

BOM assignment for the production setup level.

This value is set after the order is released, specifically for BOM Types PSM - Product Setup - Trigger Explosion and PSM - Product Setup - Trigger Explosion & Verify Packaging.

Editing production setup levels

To begin, select the production line containing the order for which production setup levels are to be viewed. Finding and Selecting a Line
Enter the Order Number (or part of it) into the search field at the top of the order list to locate the specific order.
Click the edit button in the Orders window to enable editing.
Locate the desired order. Click the options menu icon on the order and select Edit Order to open its detailed view.
Within the order’s detailed view, click the button to enable editing of the production setup levels.

Element	Description
	Collapses all production setup levels.
	Expands all production setup levels.
	Collapses the selected production setup level up in the list.
	Expands the selected production setup level down in the list.
	Adds a new the production setup level
	Opens the *Edit Sublevel* dialog to edit the selected production setup level.
	Deletes the selected production setup level.
	Opens the options menu for the selected production setup level.

Element

Description

Collapse All

Collapses all production setup levels.

Expand All

Expands all production setup levels.

Collapse

Collapses the selected production setup level up in the list.

Expand

Expands the selected production setup level down in the list.

Add Sublevel

Adds a new the production setup level

Edit Sublevel

Opens the Edit Sublevel dialog to edit the selected production setup level.

Delete Sublevel

Deletes the selected production setup level.

Options Sublevel

Opens the options menu for the selected production setup level.

Once editing is enabled, it is possible to add, edit, or delete production setup levels.

Adding production setup levels

Select the production setup level to which you want to add a sublevel.
Click the Add Sublevel button located directly beside the root level (if the selected production setup level is the root level) or from the options menu of the selected production setup level.
Fill in the required fields for the new level.
Click Add and then Apply to apply all changes.
click Save on the Edit Production Setup Levels dialog to save all changes.

The new production setup level is now added to the order.

The first production setup level represents the main production setup level in the order and subsequently, this level cannot be deleted.

Editing production setup levels

To edit an existing production setup level, click the Edit button directly beside the root level (if the selected production setup level is the root level) or from the options menu of the selected production setup level.
Make the necessary changes.
Click Apply on the Edit Sublevel dialog and on the Edit Production Setup Levels dialog to save all changes.

Deleting production setup levels

Select the production setup level you want to delete.
To delete, click the Delete Sublevel button from the options menu of the selected production setup level.
Confirm the deletion when prompted.
Click Apply on the Edit Production Setup Levels dialog to save all changes.

Viewing the station counter

Select the line.
Finding and Selecting a Line
To find the order, enter the order number or parts of the order number in the text box in the header.
In the order, open the Options menu by clicking on and select View order.
Switch to the Station counter tab.

In the Orders window, the Station counter tab shows the number of good and bad parts and the number of reworked parts.

A description of the entries can be found under Order Details and Station Counter.

View individual parts of an order

Select the line.
Finding and Selecting a Line
To find the order, enter the order number or parts of the order number in the text box in the header.
In the order, open the Options menu by clicking on and select Show Individual Parts.

The Individual parts of <Order number> window displays information about the parts produced.

A description of the entries can be found under Individual Parts of an Order.

View finished orders

Go to the Order Management > Orders > Finished orders tab.
Filter by line and time ranges, if necessary.
Where necessary, refresh the data using in the header.

The finished orders are displayed according to the selected filter criteria. Finished orders are black and canceled orders are red.

Changing the order editing status

In the Order Management module, the status of an order corresponds to the processing status. To change the status of an order, the order is moved to the desired column: Planned , Released or Active. Within each column, an order’s position defines its processing priority, where the topmost order receives the highest priority.

Released orders do not have to be moved to the Active column. The topmost order in the Released column is automatically moved to the Active column after the currently active order has been processed.

Orders can be planned, released, rescheduled, paused, activated or canceled and deleted.

Select the line that belongs to the order.
Finding and Selecting a Line
To find the order, enter the order number or parts of the order number of the required order in the text box in the header.
Activate processing in the header with Process.
To change the editing status, go to in the order and drag and drop the order into the required column.

Or:

To change the processing status, open the options menu in the order with and select the desired status.

The options menu depends on the status of the order.
Orders Tab
To prioritize the order within a column, go to in the order and hold down the mouse button to drag the order upward.

The order is in the selected column at the selected location.

To delete an order, continue to Delete order.
To pause an active order, continue to Pause order.
To cancel an active order, continue to Canceling an Order.

Create an order

Select the line that belongs to the order.
Finding and Selecting a Line
In the header, click on to add an order.
In the Create new order window, go to the Details 1 , Details 2 and Detail 3 tabs to add the required entries.

The priority can only be entered when the order is created.

A description of the entries can be found under Order Details and Station Counter.
Click on Save to create the order.

The order appears in the Planned column at the bottom.

To release the order, continue to Changing the Order Editing Status.
To edit the order, continue to Editing an Order.

Editing an order

Select the line that belongs to the order.
Finding and Selecting a Line
To find the order, enter the order number or parts of the order number in the text box in the header.
Enable editing by clicking on Edit in the header.
If the order is not in the Planned or Released column, drag the order to this column.
Changing the Order Editing Status
In the order, open the Options menu by clicking on and select Edit order.
You can amend the required entries in the General , Details tabs.

Some information is entered by connected systems and cannot be edited.

A description of the entries can be found under Order Details and Station Counter.
Apply changes with Save.

The changes are applied to the order.

Releasing an order

To release an order means to move it from a Planned status to Released, making it ready for production on the shop floor.

Select a Line.
To find a specific order, enter the order number into the Search field at the top of the orders list.
Click on Edit.

Editing the table is enabled.
In the Planned column, select the order to be released.
Drag the selected order from the Planned column and drop it into the Released column.
If the BOM Type is set to PSM - Product Setup - Trigger Explosion & Verify Packaging, dragging the order to the Released column will open a dialog window. Use this dialog to select the required packaging instruction before proceeding to release the order.

The order is in the Released column and is continued according to the prioritization.

BOM Type disabled: no BOM is obtained for the release of the order.
BOM Type PSM - Product Setup - Trigger Explosion: A BOM Hash is set for all configured production setup levels.
BOM Type PSM - Product Setup - Trigger Explosion & Verify Packaging: A BOM Hash is set for all configured production setup levels and a Packaging Setup BOM Hash is set for the order.

Rescheduling an active order

Select the line that belongs to the order.
Finding and Selecting a Line
Enable editing by clicking on Edit in the header.
In the Active column, change the status of the active order first to Released , then to Planned.
Changing the Order Editing Status
Edit the order as required.
Editing an Order

The changes are applied to the order.

To release the order, continue to Changing the Order Editing Status.

Pause an order

Prerequisite

The order is in the Released or Active column.

Procedure

Select the line that belongs to the order.
Finding and Selecting a Line
To find the order, enter the order number or parts of the order number in the text box in the header.
Activate processing in the header with Process.
In the order, open the Options menu by clicking on and select Pause order.

This option is only available if the Allow pausing of orders setting is active.

The order is removed from the Released or Active column and is displayed in the Planned column with a gray line.

To continue production, continue to Stopping an Order Pause.
To delete the order, continue to Delete order.

Stopping a paused order

Prerequisite

The order is paused, i.e., the order is in the Planned column and is highlighted with a gray line.

Procedure

Select the line that belongs to the order.
Finding and Selecting a Line
To find the order, enter the order number or parts of the order number in the text box in the header.
Activate processing in the header with Process.
In the paused order, go to and drag and drop the order into the Released column.

The order is in the Released column and is continued according to the prioritization.

Canceling an order

Canceled orders can no longer be edited and produced.

Prerequisite

The order is being executed, i.e., the order is in the Active column.

Procedure

Select the line that belongs to the order.
Finding and Selecting a Line
Activate processing in the header with Process.
In the Active column, click on to open the options menu in the order and select Cancel order ….
To permanently cancel the order, click on Yes in the dialog window.

The order is removed from the Orders tab and is displayed in the Finished orders tab.

Delete an Order

Prerequisites

Role PowerUser OrderManagement or Admin OrderManagement
The production order is in the Planned or Released columns.

Procedure

Select the line that belongs to the order.
Finding and Selecting a Line
To find the order, enter the order number or parts of the order number in the text box in the header.
Enable editing by clicking on Edit in the header.
In the order, open the Options menu by clicking on and select Delete order.
To permanently delete the order, click on Yes in the dialog window.

The order is removed from the Orders tab and is displayed in the Finished orders tab.