Monitoring Team Assignment

Exit

Click this button to close the Monitoring Team Assignment window.

Show Data

Click this button to display tasks on the View tab based on criteria selected on the Selection tab.

Assign Tasks

Click this button to assign teams to each task for which the check box is selected in the Workflow Selected column in the Tasks grid.

Auto Assign

Click this button to automatically assign supplier production monitoring teams to tasks based on task settings and team rules set up in Monitoring Rule Maintenance. Tasks that are already assigned teams are not automatically assigned teams.

Assignment Status

Select whether to display tasks for which a team is assigned, not assigned, or both.

All (Workflow Types)

Select this check box to display tasks for all workflow types. This check box is selected by default.

Workflow Type

Enter a workflow type for which to display tasks, or click the Lookup button to select a workflow type. This field is only enabled if you clear the All (Workflow Types) check box.

List (Workflow Types)

Click this button to display Monitoring Rule Value List Selection, which allows you to select workflow types for which to display tasks. After you select workflow types, the check box to the right of this button is selected. This button is only enabled if you clear the All (Workflow Types) check box.

All (Workflow Levels)

Select this check box to display tasks for all workflow levels. This check box is selected by default, and only enabled if you clear the All (Workflow Types) check box.

Workflow Level

Enter a workflow level for which to display tasks, or click the Lookup button to select a workflow level. This field is only enabled if you clear the All (Workflow Levels) check box.

List (Workflow Levels)

Click this button to display Monitoring Rule Value List Selection, which allows you to select workflow levels for which to display tasks. After you select workflow levels, the check box to the right of this button is selected. This button is only enabled if you clear the All (Workflow Levels) check box.

All (Reference Numbers)

Select this check box to display tasks for all reference numbers (purchase order numbers, product codes, etc.). This check box is selected by default, and only enabled if you clear the All (Workflow Types) check box.

Reference Number

Enter a reference number (purchase order number, product code, etc.) for which to display tasks, or click the Lookup button to select a reference number. This field is only enabled if you clear the All (Reference Numbers) check box.

List (Reference Numbers)

Click this button to display Monitoring Rule Value List Selection, which allows you to select reference numbers for which to display tasks. After you select reference numbers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Reference Numbers) check box.

All (Assigned to Teams)

Select this check box to display tasks assigned to all supplier production monitoring teams. This check box is selected by default.

Assigned to Team

Enter a supplier production monitoring team to display tasks assigned to the team, or click the Lookup button to select a supplier production monitoring team. This field is only enabled if you clear the All (Assigned to Teams) check box.

List (Assigned to Teams)

Click this button to display Monitoring Rule Value List Selection, which allows you to select supplier production monitoring teams for which to display assigned tasks. After you select supplier production monitoring teams, the check box to the right of this button is selected. This button is only enabled if you clear the All (Assigned to Teams) check box.

All (Assigned Users)

Select this check box to display tasks assigned to all users. This check box is selected by default.

Assigned User

Enter a user to display tasks assigned to the user, or click the Lookup button to select a user. This field is only enabled if you clear the All (Assigned Users) check box.

List (Assigned Users)

Click this button to display Monitoring Rule Value List Selection, which allows you to select users for which to display assigned tasks. After you select users, the check box to the right of this button is selected. This button is only enabled if you clear the All (Assigned Users) check box.

All (Dates)

Select this check box to display tasks for all dates. This check box is selected by default.

Start Date

Enter the first date in a range of dates for which to display tasks, or click the drop-down arrow to select a date from a calendar. This field is only enabled if you clear the All (Dates) check box.

End Date

Enter the last date in a range of dates for which to display tasks, or click the drop-down arrow to select a date from a calendar. This field is only enabled if you clear the All (Dates) check box.

All (Customers)

Select this check box to display tasks for all customers. This check box is selected by default, and only available for applicable workflow levels.

Customer Code

Enter a customer code for which to display tasks, or click the Lookup button to select a customer code. This field is only enabled if you clear the All (Customers) check box.

Customer Name

Enter a customer name for which to display tasks, or click the Lookup button to select a customer name. This field is only enabled if you clear the All (Customers) check box.

List (Customers)

Click this button to display Monitoring Rule Value List Selection, which allows you to select customers for which to display tasks. After you select customers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Customers) check box.

All (Suppliers)

Select this check box to display tasks for all suppliers. This check box is selected by default, and only available for applicable workflow levels.

Supplier Code

Enter a supplier code for which to display tasks, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All (Suppliers) check box.

Supplier Name

Enter a supplier name for which to display tasks, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All (Suppliers) check box.

List (Suppliers)

Click this button to display Monitoring Rule Value List Selection, which allows you to select suppliers for which to display tasks. After you select suppliers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Suppliers) check box.

All (Sales Representatives)

Select this check box to display tasks for all sales representatives. This check box is selected by default, and only available for applicable workflow levels.

Sales Representative ID

Enter a sales representative for which to display tasks, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All (Sales Representatives) check box.

List (Sales Representatives)

Click this button to display Monitoring Rule Value List Selection, which allows you to select sales representatives for which to display tasks. After you select sales representatives, the check box to the right of this button is selected. This button is only enabled if you clear the All (Sales Representatives) check box.

All (Harmonization Codes)

Select this check box to display tasks for all harmonization codes. This check box is selected by default, and only available for applicable workflow levels.

Harmonization Code

Enter a harmonization code for which to display tasks, or click the Lookup button to select a harmonization code. This field is only enabled if you clear the All (Harmonization Codes) check box.

List (Harmonization Codes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select harmonization codes for which to display tasks. After you select harmonization codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Harmonization Codes) check box.

All (Currencies)

Select this check box to display tasks for all currencies. This check box is selected by default, and only available for applicable workflow levels.

Currency

Enter a currency for which to display tasks, or click the Lookup button to select a currency. This field is only enabled if you clear the All (Currencies) check box.

List (Currencies)

Click this button to display Monitoring Rule Value List Selection, which allows you to select currencies for which to display tasks. After you select currencies, the check box to the right of this button is selected. This button is only enabled if you clear the All (Currencies) check box.

All (Product Categories)

Select this check box to display tasks for all product categories. This check box is selected by default, and only available for applicable workflow levels.

Category

Enter a product category for which to display tasks, or click the Lookup button to select a product category. This field is only enabled if you clear the All (Product Categories) check box.

List (Product Categories)

Click this button to display Monitoring Rule Value List Selection, which allows you to select product categories for which to display tasks. After you select product categories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Categories) check box.

All (Product Subcategories)

Select this check box to display tasks for all product subcategories. This check box is selected by default, and only available for applicable workflow levels.

Subcategory

Enter a product subcategory for which to display tasks, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All (Product Subcategories) check box.

List (Product Subcategories)

Click this button to display Monitoring Rule Value List Selection, which allows you to select product subcategories for which to display tasks. After you select product subcategories, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Subcategories) check box.

All (Locations)

Select this check box to display tasks for all locations. This check box is selected by default, and only available for applicable workflow levels.

Location Prefix

Enter a location prefix for which to display tasks, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All (Locations) check box.

Location Name

Enter a location name for which to display tasks, or click the Lookup button to select a location name. This field is only enabled if you clear the All (Locations) check box.

List (Locations)

Click this button to display Monitoring Rule Value List Selection, which allows you to select locations for which to display tasks. After you select locations, the check box to the right of this button is selected. This button is only enabled if you clear the All (Locations) check box.

All (Freight On Board Codes)

Select this check box to display tasks for all freight on board codes. This check box is selected by default, and only available for applicable workflow levels.

FOB Code

Enter a freight on board code for which to display tasks, or click the Lookup button to select a freight on board code. This field is only enabled if you clear the All (Freight On Board Codes) check box.

FOB Name

Enter a freight on board name for which to display tasks, or click the Lookup button to select a freight on board name. This field is only enabled if you clear the All (Freight On Board Codes) check box.

List (Freight On Board Codes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select freight on board codes for which to display tasks. After you select freight on board codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Freight On Board Codes) check box.

All (Payment Terms)

Select this check box to display tasks for all payment terms. This check box is selected by default, and only available for applicable workflow levels.

Payment Terms

Enter payment terms for which to display tasks, or click the Lookup button to select payment terms. This field is only enabled if you clear the All (Payment Terms) check box.

List (Payment Terms)

Click this button to display Monitoring Rule Value List Selection, which allows you to select payment terms for which to display tasks. After you select payment terms, the check box to the right of this button is selected. This button is only enabled if you clear the All (Payment Terms) check box.

All (Products)

Select this check box to display tasks for all products. This check box is selected by default, and only available for applicable workflow levels.

Product Code

Enter a product code for which to display tasks, or click the Lookup button to select a product code. This field is only enabled if you clear the All (Products) check box.

Product Name

Enter a product name for which to display tasks, or click the Lookup button to select a product name. This field is only enabled if you clear the All (Products) check box.

List (Products)

Click this button to display Monitoring Rule Value List Selection, which allows you to select products for which to display tasks. After you select products, the check box to the right of this button is selected. This button is only enabled if you clear the All (Products) check box.

All (Purchase Classes)

Select this check box to display tasks for all purchase classes. This check box is selected by default, and only available for applicable workflow levels.

PO Class

Enter a purchase class ID for which to display tasks, or click the Lookup button to select a purchase class ID. This field is only enabled if you clear the All (Purchase Classes) check box.

Class Name

Enter a purchase class name for which to display tasks, or click the Lookup button to select a purchase class name. This field is only enabled if you clear the All (Purchase Classes) check box.

List (Purchase Classes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select purchase classes for which to display tasks. After you select purchase classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Purchase Classes) check box.

All (Purchase Dates)

Select this check box to display tasks for all purchase dates. This check box is selected by default, and only available for applicable workflow levels.

Purchase Date

Enter a purchase date for which to display tasks, or click the drop-down arrow to select a purchase date. This field is only enabled if you clear the All (Purchase Dates) check box.

All (Supplier Production Monitoring Classes)

Select this check box to display tasks for all supplier production monitoring classes. This check box is selected by default, and only available for applicable workflow levels.

Monitoring Class

Enter a supplier production monitoring class for which to display tasks, or click the Lookup button to select a supplier production monitoring class. This field is only enabled if you clear the All (Supplier Production Monitoring Classes) check box.

List (Supplier Production Monitoring Classes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select supplier production monitoring classes for which to display tasks. After you select supplier production monitoring classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Supplier Production Monitoring Classes) check box.

All (Billing Customers)

Select this check box to display tasks for all billing customers. This check box is selected by default, and only available for applicable workflow levels.

Billing Customer

Enter a customer code of a billing customer for which to display tasks, or click the Lookup button to select a customer code. This field is only enabled if you clear the All (Billing Customers) check box.

Billing Cust Name

Enter a customer name of a billing customer for which to display tasks, or click the Lookup button to select a customer name. This field is only enabled if you clear the All (Billing Customers) check box.

List (Billing Customers)

Click this button to display Monitoring Rule Value List Selection, which allows you to select billing customers for which to display tasks. After you select billing customers, the check box to the right of this button is selected. This button is only enabled if you clear the All (Billing Customers) check box.

All (Product Lines)

Select this check box to display tasks for all product lines. This check box is selected by default, and only available for applicable workflow levels.

Product Line Code

Enter a product line code for which to display tasks, or click the Lookup button to select a product line code. This field is only enabled if you clear the All (Product Lines) check box.

Product Line Name

Enter a product line name for which to display tasks, or click the Lookup button to select a product line name. This field is only enabled if you clear the All (Product Lines) check box.

List (Product Lines)

Click this button to display Monitoring Rule Value List Selection, which allows you to select product lines for which to display tasks. After you select product lines, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Lines) check box.

All (Product Styles)

Select this check box to display tasks for all product styles. This check box is selected by default, and only available for applicable workflow levels.

Product Style

Enter a product style for which to display tasks, or click the Lookup button to select a product style. This field is only enabled if you clear the All (Product Styles) check box.

List (Product Styles)

Click this button to display Monitoring Rule Value List Selection, which allows you to select product styles for which to display tasks. After you select product styles, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Styles) check box.

All (Colors)

Select this check box to display tasks for all product colors. This check box is selected by default, and only available for applicable workflow levels.

Color Code

Enter a color code for which to display tasks, or click the Lookup button to select a color code. This field is only enabled if you clear the All (Colors) check box.

Color Name

Enter a color name for which to display tasks, or click the Lookup button to select a color name. This field is only enabled if you clear the All (Colors) check box.

List (Colors)

Click this button to display Monitoring Rule Value List Selection, which allows you to select product colors for which to display tasks. After you select product colors, the check box to the right of this button is selected. This button is only enabled if you clear the All (Colors) check box.

All (Sizes)

Select this check box to display tasks for all product sizes. This check box is selected by default, and only available for applicable workflow levels.

Size Code

Enter a size code for which to display tasks, or click the Lookup button to select a size code. This field is only enabled if you clear the All (Sizes) check box.

Size Name

Enter a size name for which to display tasks, or click the Lookup button to select a size name. This field is only enabled if you clear the All (Sizes) check box.

List (Sizes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select product sizes for which to display tasks. After you select product sizes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Product Sizes) check box.

All (Price Classes)

Select this check box to display tasks for all price classes. This check box is selected by default, and only available for applicable workflow levels.

Price Class

Enter a price class for which to display tasks, or click the Lookup button to select a price class. This field is only enabled if you clear the All (Price Classes) check box.

List (Price Classes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select price classes for which to display tasks. After you select price classes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Price Classes) check box.

All (Family Price Codes)

Select this check box to display tasks for all family price codes. This check box is selected by default, and only available for applicable workflow levels.

Family Price Code

Enter a family price code for which to display tasks, or click the Lookup button to select a family price code. This field is only enabled if you clear the All (Family Price Codes) check box.

List (Family Price Codes)

Click this button to display Monitoring Rule Value List Selection, which allows you to select family price codes for which to display tasks. After you select family price codes, the check box to the right of this button is selected. This button is only enabled if you clear the All (Family Price Codes) check box.

Tasks

This grid displays tasks that meet the criteria on the Selection tab after you click the Show Data button in the ribbon. You can enter a supplier production monitoring team in the Assigned to Team column or a user in the Assigned User column for each task.

This grid includes the following columns:

• Workflow Selected - The check box in this column is selected for each task for which a team is entered in the Assigned to Team column or a user is entered in the Assigned User column.

• Workflow Type - This column displays the workflow type for each task.

• Workflow Level - This column displays the workflow level for each task.

• Reference Number - This column displays the associated reference number for the workflow for each task. The meaning of this number depends on the workflow type. For a Product type workflow, this is the product code. For a Purchase Order type workflow, this is the purchase order number.

• Workflow ID - This column displays the workflow ID assigned for the workflow for each task.

• Assigned Workflow - This column displays the workflow definition assigned to the workflow for each task.

• Task - This column displays the code for each task.

• Sequence - This column displays the task sequence number for each task.

• Assigned to Team - Enter a supplier production maintenance team to assign to each task, or double-click this column for a task to select a team. The teams in this column may default based on task settings or team rules.

• Assigned User - Enter a user to assign to each task, or double-click this column for a task to select a user.

• User Type - This grid column displays the type of user (Supplier Portal or Apprise) that is assigned to each task.

Additional columns may appear if you selected a specific workflow level and workflow type on the Selection tab.