This feature provides a chronological record of significant events and actions associated with a particular order (outside of the already existing status flow), offering a detailed and transparent view of its lifecycle.
It may be used to record user actions, inventory movements, delivery attempts, etc. You may define schedules related to a specific checkpoint as well as an actual execution timestamp. Here's how checkpoint work:
Manage checkpoint master data
Manage checkpoint master data
Within the Admin > Masterdata dropdown menu, you can now access a new table to define the checkpoints available for your account. You can set for which order category the checkpoint will be used for (e.g. Material, Sales or Transport orders).
Setup checkpoint user roles
Setup checkpoint user roles
Within the Admin > Rights management dropdown menu, you can define which master data role has access to the checkpoint table.
Within the Admin > Rights management dropdown menu, you can define which user role has access to editing order checkpoints and receiving alert events related to it.
View order checkpoint data grid columns
View order checkpoint data grid columns
New data columns are also available in the order data grids, so that the user can display the last related checkpoint data with actuals. You may display code & name, schedule from, schedule to and actual of an order checkpoint. For transport order data grid, you may also add columns related to the linked material orders' checkpoints.
When you click on one cell of these columns you will open the dialog to edit the associated order checkpoints.
Create/update/delete order checkpoints
Create/update/delete order checkpoints
You may add new checkpoint using the below dialog window. You can also select and update the existing checkpoints.
Get order checkpoint configurable alerts
Get order checkpoint configurable alerts
Within the Admin > Settings dropdown menu, you may configure configurable alerts for order checkpoints.
Schedule automatically material order checkpoint
Schedule automatically material order checkpoint
Within the Admin > Settings dropdown menu, you may configure checkpoints to be automatically added and scheduled for material orders.
