Most reports in the Directline system export to a spreadsheet and they can be found in the All Modules window. Choose a Report Reports are broken up by module. Click the plus sign next to a module to see the reports available for that module. Canned reports are noted with…
When creating reports in the Report Definition Wizard you need to choose what table to take the info from. Below is a list of the common tables and examples of what reports can be taken from them.
Requisitions are used as a point to generate a purchase order. Requisitions can be created from the Inventory Automatic Reorder process, from a Request for Quotation, or from the Requisition Entry screen. This article will focus only on the Requisition Entry screen.
Here is a list of Requisition statuses and what they mean.
The Inventory Auto-Reorder is a tool used to simplify the process of ordering items to keep the warehouse stocked at or above minimum levels.
The Issue Entry screen is used to issue parts to a work order. this screen would most often be used by a parts crib attendant who is issuing parts without accessing the Work Order screens.
A PMC is a PM procedure type that combines tasks on multiple frequencies into one entry. Example: a vehicle that requires an oil change every 3 months, a tire rotation every six months and a transmission fluid change annually. Setup Note: When adding frequencies each must be divisible by the…
The Work Planning screen is used to edit work orders during the planning phase of the work order process, but can also be used to create new work orders. This article looks at the screen from a planners point of view. Navigation Screen Preview Work Planning Process The work order…
The Selection Criteria window is how you choose what data will be displayed on the console so it is essential to know how to use this window to get the desired results. The selection criteria is user specific so each user can set their console up to show what they need, and they can change it anytime.
The Work Order Console is a tool that can perform many tasks and be configured for users of many different roles.