Overview windows

Overview windows display a list of records together with the most important attributes. For example, the Products overview window displays all products and key attributes. You can select alternative overview windows for orders and process batches.

Note: The same scheduling functions are applicable on selections in the overview window as on selections in the planning board.

You can re-size the overview windows for process batches, tank batches and orders. The next time you open one of these overview windows, the window is displayed based on the size you have previously defined.

You can access up to 40 Process Batches, Tank Batches, and Orders overview windows:

  • To open a new window with a selection of batches, select batches in the planning board, press the Ctrl + I keys or select the Process Batches, Tank Batches, or Orders menu item.
  • To open a new window with a selection of batches or orders, you must select batches or orders in an overview window of batches or orders. Press the Ctrl + I or Ctrl + O keys or select the Process Batches, Tank Batches, or Orders menu item.
  • You can bring to the front a window that is already open without modifying the contents. If no window is displayed, you can open a new window without any selection. Click in a free area in the planning board to undo the previous selection. Press the Ctrl + I or Ctrl + O keys or select the Process Batches, Tank Batches, or Orders menu item.
  • To open a new window, select the Process Batches, Tank Batches, or Orders menu item while pressing and holding the Shift key.

In the Process Batches and Orders overview windows, the total quantity and duration for the selected batches or orders are displayed. If no batch or order is selected, then the total quantity and duration are displayed for all the batches or orders.

This table shows the options displayed on overview windows:

Option Description
The Delete option is used to delete records. A confirmation message is displayed and a check is performed whether the deletion affects other parts of the model. For example, in the case of resource groups, a check is performed to ensure whether it is required by a process step.
The New option is used to create a new record. You are required to specify a unique code or name. The relevant entry window is displayed and you can specify the rest of the data. Once the code is created, you cannot change the code. You can duplicate the original record and delete the original.
The Duplicate option is used to duplicate an existing record and modify the duplication. This saves you from specifying similar data again.
The Rename option is used to modify the code of the record, if this option is available in an overview window.
The Layout option enables you to customize the overview window.
The Search option is used to search for a set of records in the overview. If records are selected in the overview window, press and hold the Alt key while selecting the Search option as this reduces the list of displayed records to the selected records. To view all records, press and hold the Ctrl and Shift key while pressing the Search option; alternatively, select ALL from the Search list.

This table shows the options that are in specific overview windows:

Option Description
The Group option on the Products overview window enables you to add a product to an existing product group or a new product group.
The Run option, if available on the overview window, adds a macro to the macro execution list to be executed immediately or runs an interface if on the interface overview window.
The Replenish and Deplete options, on the Inventory Points overview window, is used to access the Deplete and Replenish windows after you have selected a batch.
The Planning Board option displays the selection in the planning board. The Planning Board option is available in the process batches, tank batches, orders and inventory points overview windows.
The Outflow and Inflow options appear on the Stages and Process Steps overview window. After selecting stages or process steps, click the Inflow or Outflow option to view inflow and outflow for the selection.
The Print option on the Transition Matrices window allows you to print. The Print option on the Process Steps window allows you to select the process step characteristics that you require to print.
The Rebuild option on the Routing Constraints window allows you to rebuild the routing constraints from the existing process steps.
The Reactivate option on the Macro Execution window allows you to activate a macro that had been cancelled. After being reactivated, this macro runs immediately.
The Create Inflow and Delete Inflow options on the Orders overview window enable you to create and delete inflow. The Create Inflow option is used to access the Create Inflow window. The Delete Inflow option deletes batches for selected orders. A confirmation is displayed for deleting the inflow.

This table shows the options displayed on the planning board:

Option Description
The Show All option is used to highlight the inflow and outflow batches. Option
The Show Inflow option is used to highlight only the inflow batches.
The Show Outflow option is used to highlight only the outflow batches.
The Quick Select option enables quick inventory point selection whereby only the graphs of the selected inventory points are automatically displayed. You must double-click an inventory point to display or hide an inventory graph when this option is not selected.