Support To Open Production Plan For Selected Order In Accounts Main Window
Reference No: R2-15276
Version No: 06.01.05-00
Details
Support has been provided in the Accounts Module to open the Production Plan. The feature is used via a Menu option in the Accounts Main window.
A keyboard shortcut – Ctrl + Shift + P, has also been enabled for direct access to the Production Plan Window.
Figure 1.0: ‘Production Plan’ option in View Menu on the Accounts Module
The option is not visible if Production Plan is not enabled in configuration.
This feature creates or opens the Production Plan Window for the respective order selected in the following tabs:
Customer > Orders.
Event > Orders.
Project > Orders.
Figure 2.0: Tabs under Accounts Module from where ‘Production Plan’ is accessible
Functionality Covered
If a Production Plan already exists for the selected order, R2Core will open it.
Else, system prompts the user whether to proceed with creating a Production Plan or not.
This feature works exactly same as it does in Order Search > Production Plan button.
Figure 3.0: Alert message which appears while creating a new 'Production Plan' from scratch
The icon works only for the type/status of the Orders for which it is supported.
Similar to Order Search, the option in Accounts opens Production Plan window either the read-only or a read-write windows based on the conditions like Order Cancelled or Order In Use etc .
If you selects multiple orders under any Company / Event or Project, and they try to open a Production Plan, system will display an Information message as in Figure 4.0
Figure 4.0: Alert message which appears while multiple Orders are selected while opening a Production Plan
There are a few scenarios where R2Core does not allow the action to create a Production Plan. In such cases, when the user selects these Orders, the system displays an error either in the status bar of the Accounts Window or prompts an Error Message on the Window.
Table 1.0: Scenarios Where System Will Not Allow Creating/Opening the Production Plan
Create/Open From | Order Type |
Customer Tab | Billing Order |
Customer Tab | Invoiced Order |
Customer Tab | Quote |
Event Tab | Invoiced Order |
Event Tab | Quote |
Event Tab | Canceled Order |
Event_tab | Billing Order |
Project Tab | Billing Order |
Project Tab | Quote |
If the user selects a ‘Billing Order’ for any Company / Event or Project, and they try to open a Production Plan, system will prompt an error message in the Status Bar of the Window.
Figure 5.0: Alert message which appears while the user selects a ‘Billing Order’ while opening a Production Plan
If the user selects any order with a ‘Read-Only’ status for any Company / Event or Project, and tries to open a Production Plan, system Opens it in Read-Only mode.
Figure 6.0: Alert message which appears while the user selects an Order With ‘Read-Only Status’ while opening a Production Plan