Brenda Butler, Senior Consultant

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Presentation transcript:

Brenda Butler, Senior Consultant XA R7 Power-Link Workspaces Brenda Butler, Senior Consultant brenda.butler@cistech.net Streamlining processes/lean initiatives by Jim Simunek earlier this year. We all are dealing with working smarter with a lean staff.

Agenda for Today What is a Workspace? How does it help me? Let’s create one!

What is a Workspace? A Workspace is a collection of choices to display and work with information within an Power-Link object. Think “easy reports.” Function is an expansion of choosing preferences. You can have many sets. Workspaces can be placed on the application cards for easy access. Just select with a double click rather than repetitively select different individual views, subsets, sorts for a display of information to perform different and regular analyses or reports

Uses for Workspaces – Task or Report? Procurement Management Expediting workspace Close and purge workspace Order-Based Production Management Specific but alternate planner/exception status for MRP recommendations Review of orders for close at month-end PDM+ or Enterprise Product Data Management Purchased items or manufactured components or ?

Create a Workspace – under Customize

Create a Workspace Create a new workspace with blank page. Give it a name and decide the domain and security. Determine if it will have a presentation scheme. Select LIST tab to select correct view, subset and sort.

Create a Workspace Select LIST tab to choose correct view, subset and sort.

Workspace THE RESULT Workspace name icon

Make Workspace Your Preference Select CUSTOMIZE and PREFERENCES

Make Workspace Your Preference Select correct Workspace and click CONTINUE.

Workspaces on Application Cards Create a custom application card…or add to a default card. Click CUSTOMIZE and CARDS.

Workspaces on Application Cards Highlight the appropriate business object on the left. Click the ADD button in the middle. Make choices in prompt box. Select correct Workspace and click CONTINUE. Select a Workspace from the dropdown. Key in Icon name (defaults to object name). Give the Workspace a title & click CONTINUE.

Workspaces on Application Cards See workspaces listed at the bottom of the application card setup.

Workspaces on Application Cards Note 3 Workspaces on the custom tab Double click to use

A little bit in live XA…

Thanks for joining us today!