Settings

The fields of the Settings dialog vary according to whether you access it from: the Production dashboard or a report linked to the Production dashboard.

These are all the fields of the Settings dialog:
Order Completion
Production orders have a Start date and End date. All data is displayed with reference to the specified planned End date.
Accounting Entity and Currency Type
Accounting entities are stored in a hierarchy. You can select, from any level of the hierarchy, the accounting entity for which to view data. That is, you can select an individual accounting entity, an aggregated entity, or a parent entity - one that comprises two or more entities.
Aggregation of accounting entities is enabled only where it is valid. You cannot, for example, aggregate accounting entities which do not share the same currency, For this reason, the Accounting Entity field lists only accounting entities which have the currency type selected in the Currency Type field. Accounting entities for which the selected currency type is unknown are not listed.
Location
You can select the level of the Location hierarchy at which to view data. These are the levels:
  • Location by accounting entity
  • Location by region
  • Locations by parent company
  • Locations by company
Workcenter
You can select the level of the workcenter hierarchy at which to view data. These are the levels:
  • Workcenter by accounting entity
  • Workcenter by region
  • Workcenter by hierarchy
  • Workcenter by logistic company
Order type
For example, Shop Floor orders or Assembly Line.
Unit
The units of measure in which Items are, for example, sold, purchased, or stored. Examples include Kilo, Box, Pallet etc.
Language
The language in which the dashboard and its reports are displayed.
Timescale
In time comparison reports, 'time' can be hours, days, weeks.
Currency scaling
You can specify these scaling options for monetary values:
  • none
  • Hundred
  • Thousand
  • Hundred Thousand
  • Million

Other parameters can be specified in the reports in which they are appropriate.

To display the Settings dialog, click Settings in the toolbar of a dashboard or report. By default, the Settings dialog is also displayed when you log on to a dashboard from the Start page.

Seestart page.

To edit settings:

  1. Select the order completion date.
    By default, the current date is selected.
  2. From the Accounting Entity list, select the part of the organization for which to view the results.
  3. Select the location, order type, and unit.
  4. Optionally, clear the Set current date at log-on option. The most recently selected date will be used in the dashboard and reports.
  5. Optionally, select Do not show this dialog again.
    You can reenable display of the Settings dialog in the Configure Start Page dialog.

    See Configure start page

  6. Click OK.