Edit Order Viewer

Select a row to edit an order. The Details form can be edited only if:

  • The current user is authorized to edit the scenario, or the user is a part of the share.
  • The user has security access to edit Orders.

You can save changes to the worksheet using the Save Changes option. The data in the form is validated before saving the worksheet. If validation is failed for any field, a notification is sent to the user, and no changes are saved. These validations are performed:

  • Any required fields for which data is not populated is displayed as ‘Required’.
  • If the source location is not as base level (only applicable for transactional data of type Transfer not part of the engine), this error message is displayed:

    Source Location must be at base level

  • If the destination location is not as base level (only applicable for transactional data of type Transfer not part of the engine), this error message is displayed:

    Destination Location must be at base level

  • If the Delivery/Receipt/End Date is outside the cycle period horizon, this error message is displayed:

    Delivery/Receipt/End date must fall within the Cycle Period horizon

  • If the Ship/Start Date is after the Delivery/Receipt/End Date, this error message is displayed:

    Ship/Start date must be on or before the Delivery/Receipt/End date

Note: The Need Date is editable. However, when editing the date for planned orders, you must note that this date is derived from the replenishment Engine.

Validations are performed when saving the order to ensure that the business key of the order remains unique based on transactional data, item, location, ship/start date, and reference. If a duplicate business key is identified, the order will not be saved and the following error message issued to the user:

Unable to Add/Edit the Order. Duplicate Order with business key ({Item}, {Location}, {Date}, {Transactional Data}, {Reference}) already exists. Note: the reference field can be used to differentiate records with the same combination of (Item, Location, Date and Transactional Data).

This process is not saving the scenario, but for applying Order changes to the editable scenario. Unsaved edits can be discarded using the ‘Refresh’ icon.

Order Viewer Details

Field Name Description

Order

The Order definition display name.

Source Measure

The Source measure description of the Order definition record.

Destination Measure

The target destination measure description where the Order data is based.

Quantity

Indicates the value of the Order data record entered by the user. Validated for numerical entry.

Reference

A text reference for the Order data record. For example, to indicate a unique reference in an external system. Allows for NULL value.

Critical Flag

Read only field, set to a value of 'None'.

Note

A large text note for the Order data record. Allows for NULL value.

Custom Field 1

A custom text reference for the Order data record. For example, indicate a unique reference in an external system.

Field is displayed only if Order data definition is configured to display this custom field. Field label populates the display name else displays the custom field name.

Custom Field 2

A custom text reference for the Order data record. For example, indicate a unique reference in an external system.

Field is displayed only if Order data definition is configured to display this custom field. Field label populates the display name else displays the custom field name.

Custom Field 3

A custom text reference for the Order data record. For example, indicate a unique reference in an external system.

Field is displayed only if Order data definition is configured to display this custom field. Field label populates the display name else displays the custom field name.

Custom Field 4

A custom text reference for the Order data. For example, indicate a unique reference in an external system.

Field is displayed only if Order data definition is configured to display this custom field. Field label populates the display name else displays the custom field name.

Custom Field 5

A custom text reference for the Order data. For example, indicate a unique reference in an external system.

Field is displayed only if Order data definition is configured to display this custom field. Field label populates the display name else displays the custom field name.

ERP Order Number

Populated with the ERP order number on imported transactional data.

ERP Line Number

Populated with the ERP Line number on imported transactional data.

ERP Sub Line Number

Populated with the ERP Sub Line number on imported transactional data.

ERP Scheduled Line Number

Populated with the ERP Scheduled Line number on imported transactional data.

ERP Order Status

Populated with the ERP order Status on imported transactional data.

SCP Order Number

Populated with the SCP order number on imported transactional data.

SCP Sequence Number

Populated with the SCP Sequence number on imported transactional data.

SCP Order Status

Populated with the SCP order Status on imported transactional data.

Location/Date and Item Fields specific to Type = Transfer

Field Name Description

Source

Selected from a list of base level locations in the current context derived using the Transfer In Source location Attribute in the Engines Supply Allocation Mapping.

Destination

Selected from a list of base level locations in the current context derived using the Transfer In Destination location Attribute in the Engines Supply Allocation Mapping.

Transport Method

List of Transportation methods. Selected from a list of Transport methods in the current context derived using the Transfer In Transfer Method Attribute in the Engines Supply Allocation Mapping. The List is filtered based on the Source and Destination defined.

Item

Displays Item for Order.

Item field is not editable.

Ship Date

Indicates the Ship date of the transactional data record.

When Transactional data Enable Lead Time = On

If modified, the Receipt Date is updated based on Ship Date + Lead Time.

When Transactional data Enable Lead Time = Off

There is no link between Ship Date and Receipt date, and consequently the Receipt Date is not updated.

Receipt Date

When Transactional data Enable Lead Time = On

If modified, the Ship Date is updated based on Receipt Date - Lead Time.

When Transactional data Enable Lead Time = Off or Transactional data is of type Sum

There is no link between Ship Date and Receipt date, and consequently the Ship Date is not updated.

Need Date

Need Date of item.

Location/Date and Item Fields specific to Type = Purchase

Field Name Description

Location

Selected from a list of base level Locations in the current context derived using the Purchase row Location Attribute in the Engines Supply Allocation Mapping. If the context is the base Location then the field is pre-populated.

Supplier

A list of Supplier (attribute) defined in the location hierarchies for the cycle within the current context. Filtered list based on the value in the Location field.

Select from the ‘Purchase’ row of Supply Allocation Mapping for Supplier Attribute.

Item

Indicates the item of the Purchase Order.

Selected from a list of base level items in the current context derived using the Purchase Item Attribute in the Engines Supply Allocation Mapping.

If the context is the base Item then the field is pre-populated.

Ship Date

Indicates the Ship date of the transactional data record.

When Transactional data Enable Lead Time = On

If modified, the Delivery Date is updated based on Ship Date + Lead Time.

When Transactional data Enable Lead Time = Off

There is no link between Ship Date and Delivery date, and consequently the Delivery Date is not updated.

Delivery Date

When Transactional data Enable Lead Time = On

If modified, the Ship Date is updated based on Delivery Date - Lead Time.

When Transactional data Enable Lead Time = Off or Transactional data is of type Sum

There is no link between Ship Date and Delivery date, and consequently the Ship Date is not updated.

Need Date

Need Date of item

Location/Date and Item Fields specific to Type = Production

Field Name Description

Process Item

Selected from a list of Process Items in the current context derived using the Processes Process Item Attribute in the Engines Supply Allocation Mapping. If the context is at a valid Process Item then the field is pre populated.

Process Location

Selected from a list of Process Locations in the current context derived using the Processes Location Attribute in the Engines Supply Allocation Mapping. If the context is the base Location then the field is pre-populated. If Process Item is not defined, then the Process Location drop down is empty.

Process Version

List of Process Versions applicable for the Process Item@Process Location selected. If Process Location and Process Item are not defined, the list is empty.

Select from Processes Process Version attribute in the Engines Supply Allocation Mapping.

Item

Not displayed for Transactional data of type Production. Set ICONST and disabled/hidden.

Start Date

Indicates the Start date of the production process.

If Transactional data Enable Lead Time = On

If modified, the End Date is updated based on Start Date + Lead Time.

If Transactional data Enable Lead Time = Off

If edited, there is no link between Start Date and End date, and consequently the End Date is not updated.

End Date

Indicates the End date of the production process.

When Transactional data Enable Lead Time = On

If modified, the Start Date is updated based on End Date - Lead Time.

When Transactional data Enable Lead Time = Off or Transactional data is of type Sum

There is no link between Start Date and End date, and consequently the Start Date is not updated if the End Date is modified.

Need Date

Need Date.

Location/Date and Item fields specific to Transactional Data not assigned to Engine and is of type Transfer

Field Name Description

Source Location

Displays the base Location for the transactional data. Upon editing the standard location hierarchy selector is presented and a base location must be selected.

Destination Location

Displays the base Location for the transactional data. Upon editing the standard location hierarchy selector is presented and a base location must be selected.

Item

Displays the base Item for the transactional data.

Ship Date

Indicates the Ship date of the transactional data record.

When Transactional data Enable Lead Time = On

If modified, the Delivery Date is updated based on Ship Date + Lead Time.

When Transactional data Enable Lead Time = Off

If edited, there is no link between Ship Date and Delivery date, and consequently the Delivery Date is not updated.

Delivery Date

Indicates the delivery date for the transactional data

When Transactional data Enable Lead Time = On

If modified, the Ship Date is updated based on Delivery Date - Lead Time.

When Transactional data Enable Lead Time = Off or Transactional data is of type Sum

There is no link between Ship Date and Delivery date, and therefore the ship Date is not updated when the delivery date is edited.

Need Date

Need Date of item.

Fields specific to Transactional Data not assigned to Engine and is of type Sum

Field Name Description

Name

Pre-populated based on the Transactional Data measure selected.

Measure

Derived from the transactional data name. For type Sum it is the measure the transaction data is based.

Item

Displays the base Item for the transactional data.

Location

Displays the base Location for the transactional data. On editing the standard location hierarchy selector will be presented and a base location must be selected.

Date

Date for the Sum Transaction.