PowerLink Workbenches The New Face of MAPICS PowerLink Workbenches What do they do and how can they help me? John Grindley John.Grindley@cistech.net

Agenda for Today Power Link Workbench What is it, what does it do. Considerations in developing a workbench Preference Setting Broadcast vs. Receive Steps in creating a workbench Browser gives COMPLETE DATA VIEW!!

Workbench LINKS MULTIPLE WINDOWS TOGETHER TO PERFORM A SET TASK SIMULTANEOUS INQUIRY OF INFORMATION ACROSS MULTIPLE APPLICATIONS QUICK AND EASY ACCESS TO INFORMATION STANDARDIZATION OF WORK Browser gives COMPLETE DATA VIEW!!

WORKBENCH – 4 Windows linked together Item Revision/Indented BOM/Item Warehouse/Routing All screens change at the same time to the new Item Number when click on the next item from the Broadcast window. Receive Broadcast Here’s a view in Item Revisions, the EPDM item master record. This view was created for a presentation. Receive Receive

Workbench with Card File Make item Card Cards on right Broadcast Receive Add in Item Warehouse Card for Maintenance Add in Item warehouse card for additional Maintenance option Purchase item Card NEEDED FIELDS If not using revision control in item revisions in EPDM, take it off the view. If not using value class in item warehouse, take it off the view. If using XA informational fields for something else, rename heading. Packing code in the item revision is a popular one. Department is a good 4-character field. Our customer number in Procurement can be used for vendor category, that is large, small, woman-owned, disadvantaged, etc. if your company must track that. (FYI-With Integrator I can rename the field so no matter where that attribute is viewed in the system all are clear that this field is used for this purpose.) User fields in Browser are fantastic for tracking information that is “near and dear” to my company but there’s no special field for that info…but rename in views and cards. ORDER – most important toward left of view so easily viewable. Less important ones in scroll area to the right.. You can temporarily drag and drop a field for a different view, but it is temporary and will return when you exit the object. CODE ID’S & DESCRIPTIONS – New users may need both. More experienced may want only codes to conserve space Casual users may need just description DECIMAL PLACES Purchasing needs 4 to buy those tiny hardware items. Accounting may want to see all 8. We know how our “bean counters” love those numbers. Most of us can deal with 2 for $ fields and possible whole numbers for units mfg’d or purchased components. TOTAL COLUMNS Where appropriate. Outstanding PO items due this month. Sales for today. $ value of scrap transactions this month. Cards on Bottom to save Space Receive Cards on Bottom to save Space

Workbench Function For all of the windows in a workbench, the workbench function retains: The size and position of each window on your desktop. The selected card in the card file, for any windows that contain card files. The view, subset, and sort applied to a list, for any windows that contain list windows. Browser gives COMPLETE DATA VIEW!!

Considerations in Developing Workbench What Task is to be accomplished What Data needs to be viewed What Objects need to be linked Do Views or Cards have to be Changed to provide correct information. Private or Public Security

Receiving Workbench – Link Scheduled Receipts to Transaction History Receive the item to stock from the BROADCAST screen ( Scheduled Receipts) and see the results below on the RECEIVE screen ( Transaction History). Broadcast Receive

Workbench – Customer order Inquiry List of Customer Orders Receive Broadcast Inventory status of the Item in each Warehouse MRP Requirements - Status Receive Receive

SETTING PREFERENCES- Steps in Developing Workbenches 1) Remove Check box to Broadcast objects: Triggers Activation 2) Move Objects to Broadcast Side

Steps in Developing Workbench 3) Identify the Primary Subset and View to Broadcast From 4) Set the Length & Width on Terminal screen

Steps in Developing Workbench 5) Highlight a line item on screen and From the DISPLAY options select the next Window to link to,( Routing Operations.)

Steps in Developing a Workbench 6) After Selection of Routing Operations the window appears. The user needs to arrange screens in the physical location and dimension they want it displayed. Name all public customization clearly and concisely. Group your private customization at the top by beginning with a period (favorites in R7). 7) Repeat the steps selecting additional options from the Display drop down and physically adding the windows to the same screen.

Steps in Developing a Workbench Click on Satellite to Activate Receive selection 8) Selection of Indented BOM is added as the 3rd linked Window. Item number from The first screen remains Highlighted at all times. Name all public customization clearly and concisely. Group your private customization at the top by beginning with a period (favorites in R7). Click on Satellite to Activate Receive selection Click on Antennae to Activate Broadcast selection

Steps in Saving a Workbench 9) Need to save The workbench Once completed When activated Satellite is Red New dialog box appears when Click on “ Add Workbench”. Changes the subset selection for the broadcast window Name all public customization clearly and concisely. Group your private customization at the top by beginning with a period (favorites in R7). When activated Satellite is Red When activated Antennae is Red

Steps to Save a Workbench 11) Use a recognizable Name to “Title” the Workbench 12)Workbench can be saved as a Public Or Private workbench Name all public customization clearly and concisely. Group your private customization at the top by beginning with a period (favorites in R7). 13)Check off “Global Broadcast” And “Global Receive”

Steps to Close a Workbench 14) Close a Workbench click on any of the RED X, and Dialog Box appears. 15) User has option to close entire workbench or “One” window at a time.

Steps to Launch a Workbench 16) Click on “Navigation” on Menu Bar; Workbenches.

Steps to Launch a Workbench 17) List of Workbenches appears which can be launched 18 ) Double Click To launch Workbench Private Workbench

Let’s create a Workbench!

Did We Cover the Agenda? Powerlink Workbenches What are they? Workbench considerations Preference Setting Broadcast vs. Receive Steps in creating a workbench

Thanks for attending today!