Understanding how the various components of the solution work to support business needs around setting, managing and filtering Orders based on their status can be confusing. We are sorry about that, it's evolved that way because customers have various needs that we've adapted the solution to cater for and SAP has some limitations around the precision of Order status control at a user level. What follows is an explanation of all the elements together so you can understand how it all works.
SAP User Status for Orders
The SAP User Status for Orders is not the status for a specific user, it is a user defined status of an Order. In reality many users can be at different stages in their handling of a single Order, some may be finished, others working through their tasks and still others waiting to do their bit. That's why we created the BlueWorx Order Status.
SAP System Status for Orders
SAP System Status for Orders is not a status for a specific user. System status are used by SAP to denote the state of the order, an SAP System Status cannot be manually set. Examples of SAP System Status that we will refer to in the document are TECO - the order is technically complete, and CNF, all operations of the order have been marked with final completion via a confirmation.
BlueWorx Order Status
The BlueWorx Order Status has been created to allow more precise control over the general processing of an order and / or specific user processing.
The BlueWorx Order Status can optionally set or remove a SAP User Status that's referenced by User Profile Filters, but the 'BlueWorx Order Status' that the user sets it for them only.
Example: Set up a status of 'Return to Planner' for use on Orders with insufficient details or planning. Have that set a SAP User Status of 'RTP' you have configured in SAP. Have all BlueWorx Profile filters remove all Orders with a RTP SAP User Status. Conversely, if your planners do get out and about, have them have a BlueWorx profile that includes the RTP SAP User Status, so they can see what Orders need their action. After maintenance, they can change the status to one that removes the RTP SAP User Status (or do this in standard SAP GUI) and the Order, subject to other profile criteria, will again be visible to the users.
The BlueWorx Order Status can also be used to change the BlueWorx Order Operation Status (see next section). For example: if you have several Operations for an Order with an Operation Status of 'In Progress', on setting a the BlueWorx Order Status to 'Pause' you can change those Operations from their 'In Progress' Operation status to 'Pause'.
The BlueWorx User Status is not visible in standard SAP, there being no such concept as having a status unique to a user on an order. But if configured and set; it changes the SAP User Status that is visible in SAP.
There are two settings within the status that have particular relevancy:
- ‘Is Complete’ - marks the Order as complete for the User. May, based on other settings, do other actions. Will check to see that all required Inspections are complete
- 'Complete' - is a optional drop down setting, available when 'Is Complete' is checked, allowing the values of 'TECHO Order' and 'Do Not Techo Order'. This setting is only available as of SP5
The use of these settings is explained below.
BlueWorx Order Operation Status
Like the BlueWorx Order Status this status is about recording the status for a single users progression of an operation. In basic content this might be 'In Progress' 'Pause', 'Complete'. Timer functions can be associated with the settings to record time between start and pause and start and complete events.
User Profile Filters
User profiles control what Orders, Notifications, Technical Objects, etc the user sees. One of the filters is SAP User Status, which can be used to include or exclude Orders from Users.
System Status Settings > Orders
From the Orders sub-tab in Status Settings there are several switches that relate to the Order Status.
- 'TECHO Order on Complete’. This switch can be used to TECHO any Order whose status is set to one with the flag ‘Is Complete’ ON. For more precise control use the new setting Order Status ‘Complete’ to control TECHO (available as of SP5).
- ‘Remove CNF Orders’. This switch can be used to remove all CNF Orders from all users, regardless of their Profile Settings – i.e. use this as a blanket switch, if you want more finite control, then use Profile Filters.
The following is a logic statement about these settings:
IF Order Status ‘Is Complete’ = True THEN
CASE: Order Status ‘Complete’
Order Status ‘Complete’ = TECHO THEN
The Order will be Techo’ed in SAP (subject to SAP Auths)
On next Sync by users this Order will be removed from their device
Order Status ‘Complete’ = DO NOT TECHO THEN
The Order will not be Techo’ed in SAP
IF 'Remove BlueWorx Complete' = TRUE
On next Sync by user this Order will be removed from their device
Order Status ‘Complete’ = EMPTY THEN
IF Settings > Order ‘Remove BlueWorx Completed Orders’ = True THEN
On next Sync the Order will be removed from the device for that User only
On next Sync the Order will be not be removed from the device for that User, unless for other reasons
IF an Order Confirmation sets the SAP System Status for the Order to CNF THEN
IF the System Status Setting 'Remove CNF Orders' - True THEN
On next Sync the Order will be removed from the device for all Users
IF the User Profile excludes CNF Orders THEN
On next Sync the Order will be removed from the device for that Users with that Profile