Menu Path: Supplier Production Monitoring Processing Monitoring Workflow Management
Manage supplier production monitoring workflows.
Use Monitoring Workflow Management to manage supplier production monitoring workflows and to optionally perform data entry for workflows.
You can select to view tabs, sections, or tasks. If you want to enter data for date tasks, you can also select to use the Calendar view and select time buckets for the view. You can select to view tabs, sections, or tasks based on status. You can also filter by workflow type, workflow level, supplier production monitoring team, and user ID. Additionally, you can filter by criteria specific to a selected workflow type and workflow level.
To manage supplier production monitoring workflows:
Select whether to display tabs, sections, or tasks.
If you want to view/enter date data by calendar, select the Calendar radio button.
Select the status of tabs, sections, or tasks to display.
Enter a workflow type for which to display tabs, sections, or tasks in the Workflow Type field.
Enter a workflow level for which to display tabs, sections, or tasks in the Workflow Level field.
Select filter criteria for the tabs, sections, or tasks you want to display.
Click the Display Options tab.
Clear the check box for any columns of data you do not want to display on the View tab.
Click the Show Data button in the ribbon. The View tab displays the tabs, sections, or tasks that meet the criteria you selected in steps 1 to 6.
You can double-click tabs, sections, or tasks to perform data entry in Monitoring Data Entry. If you are displaying tasks, you can also click the Update button in the ribbon, enter data, and click the OK button in the ribbon to save the data.
Button |
Description |
Exit |
Click this button to close the Monitoring Workflow Management window. |
Show Data |
Click this button to display workflow information on the View tab based on the criteria selected on the Selection tab and the grid columns selected on the Display Options tab. |
Update |
Click this button to enter task data for workflows on the View tab. This button is only available if you select the Task radio button on the Selection tab. |
OK |
Click this button to save changes to updated workflow data. This button is only available after you click the Update button in the ribbon. |
Cancel |
Click this button to cancel any changes you have made to workflow data. This button is only available after you click the Update button in the ribbon. |
Field or Button |
Description |
Select a level for displaying workflows. |
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Select one of the following view options for displaying workflows:
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Select whether to view summary or detail information for duplicate dates. These radio buttons are only available if you select the Calendar radio button. |
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Select whether to display open, closed, or both open and closed workflows. Note A workflow is assigned a status of closed when all tasks for the workflow are marked as completed. |
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Enter a workflow type for which to display workflows, or click the Lookup button to select a workflow type. |
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Enter a workflow level for which to display workflows, or click the Lookup button to select a workflow level. |
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Select this check box to display workflows assigned to all supplier production monitoring teams. This check box is selected by default. |
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Enter a supplier production monitoring team to display workflows assigned to the team, or click the Lookup button to select a team. This field is only enabled if you clear the All (Supplier Production Monitoring Teams) check box. |
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Select this check box to display workflows assigned to all users. This check box is selected by default. |
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Enter a user ID to display workflows assigned to the user, or click the Lookup button to select a user ID. This field is only enabled if you clear the All (Users) check box. |
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Select this check box to only display workflows for pending alerts. |
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Select this check box to only displays workflows for past due alerts. |
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Select a time bucket for columns in the calendar view. These radio buttons are only available if you select the Calendar radio button. |
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Enter the first date in a range of dates for which to display workflows, or click the drop-down arrow to select a date from a calendar. This field is only available if you select the Calendar radio button. |
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Enter the last date in a range of dates for which to display workflows, or click the drop-down arrow to select a date from a calendar. This field is only available if you select the Calendar radio button. |
Note The available options on this tab depend on the settings you select on the Selection tab.
Field or Button |
Description |
Select this check box to display tasks for all customers. This check box is selected by default, and only available for applicable workflow levels. |
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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. |
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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. |
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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. |
Select this check box to display tasks for all suppliers. This check box is selected by default, and only available for applicable workflow levels. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
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. |
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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. |
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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. |
Select this check box to display tasks for all currencies. This check box is selected by default, and only available for applicable workflow levels. |
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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. |
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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. |
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. |
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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. |
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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. |
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. |
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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. |
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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. |
Select this check box to display tasks for all locations. This check box is selected by default, and only available for applicable workflow levels. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
Select this check box to display tasks for all products. This check box is selected by default, and only available for applicable workflow levels. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
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. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
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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. |
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. |
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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. |
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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. |
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. |
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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. |
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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. |
Note The available options on this tab depend on the settings you select on the Selection tab.
Field or Button |
Description |
Select this check box to include the Alerts Pending column in the Workflows grid on the View tab. This check box is selected by default. |
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Select this check box to include the Assigned User column in the Workflows grid on the View tab. This check box is selected by default. |
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Select this check box to include the Category column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Class Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Color Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Color Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Currency column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Customer Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Customer Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Family Price Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the FOB Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the FOB Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Harmonization Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Location Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Location Prefix column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Monitoring Class column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Payment Terms column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the PO Class column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Price Class column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Product Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Product Line Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Product Line Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Product Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Product Style column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Purchase Date column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Sales Agent column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Size Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Size Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Status column in the Workflows grid on the View tab. This check box is selected by default. |
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Select this check box to include the Subcategory column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Supplier Code column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Supplier Name column in the Workflows grid on the View tab. This check box is selected by default, and only available for applicable workflow levels. |
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Select this check box to include the Team column in the Workflows grid on the View tab. This check box is selected by default. |
Field or Button |
Description |
This grid displays workflow information after you click the Show Data button in the ribbon based on criteria selected on the Selection and Display Options tabs. Double-click a workflow to display Monitoring Data Entry, which allows you to enter data for the workflow. You can also click the Update button in the ribbon to allow you to update the task data directly in the grid. For grid tasks, the column displays a value of Grid. You can double-click the cell for a grid task to display Monitoring Task Completion, which enables you to enter values for the grid. If you are using the Calendar view, this grid also displays the task schedule in a calendar using task reminder dates. Reminder dates are assigned when all prior tasks are completed. However, the calendar also displays tasks after extrapolating future dates. Example Task A is a prior task of Task B. Task B is set up to occur 7 days after task A. Task A has a reminder date of 05/01. The reminder date is calculated as 05/08 for the calendar. If you are using the Calendar view, you can double-click a specific task in a date column to display Reminder Date Update, which allows you to change the reminder date for the task. |