Backlog Tracking Tool
- 1. Backlog Tracking Tool http://inmum1-app01/backlogtrackingtool/
- 2. Index Objectives & Purpose Reports Navigation Bookings, Backlog & Physical Shipment Summary Advanced Search Options Orders Listing Color Schemes for Order Differentiation Detailed View Options Shipment Planning SO Details Assign PD – Single & Multi Division Order Assign Tasks – MRO Assign Tasks – Projects ‘ Line Item’ Wise Planning
- 3. Objectives & Purpose Complete Orders Visibility from JDE Shipment Planning Improving Productivity with Individual, Divisional & Organizational Workflows Improving Communication by Eliminating Redundant E-mail Tracking Easy Identification of Key Parameters through Advanced Search Improved Order/Project Execution by Automatically Creating & Assigning Tasks and Activities Set Alerts for Key Events during the Order Execution to take Proactive Measures
- 4. Reports For Reports, Click on Reports On the Home Page Following Reports Are Available SO Wise Shipment Plan based on PD and Division ‘ Line Item’ Wise Shipment Plan based on PD and Division RDSL – Division Wise Given a Date Range PDSL – Division Wise Given a Date Range Division Wise Complete Backlog Download
- 6. Navigation Summary Dashboards Option of seeing PD Wise and YTD Bookings, Backlog & Shipment Information just by a ‘Mouse Over’ on Red Circled Area
- 7. Navigation Advanced Search Options Advanced Search Options Based On: Division Region Emerson PD (Promise date) Order Type SO Number and Customer Name
- 8. Navigation Orders Listing Displays All Orders in Backlog from JDE Order details include:
- 9. Navigation Color Schemes for Order Differentiation Indicates Orders Which Are Already in LD Indicates ‘Orders With Remarks’; Remarks Displayed By A ‘Mouse Over’ On This Image Indicates PO needs to be placed either on the Divisions Or the Vendors
- 10. Navigation Detailed View Options Click Here to know SO Number Details Place Your Cursor Here to see Remarks Pop Up Click On Numbers for Page Navigation
- 11. Navigation Detailed View There are four sections in detailed view SO Details Assign PD Assign Tasks View Line Items
- 12. Shipment Planning SO Details More Fields Related To A Order Can Be Added Here If Required
- 13. Shipment Planning Assign PD – Division Wise By Default, Each And Every Order's PD Gets Assigned As Per Promise Date in JDE You Can Re-assign PD For The Whole Order For Each Division If There Are Any Changes In The Shipment Plan You Can Also Enter Remarks For The Changes You Have Made (eg For LD Reasons) Single Division Order Multi Division Order
- 14. Shipment Planning Assign Tasks - MRO Choose Order Type - MRO Assign Tasks By Selecting Expected Date of Completion, Action Items And Assigned To. Click On “Add” Button To Save. Similarly, You Can Create Any Number Of Tasks For An MRO Order Once The Task Is Completed, Assignee Should Change The Status To “Closed” By Clicking on “Edit”
- 15. Shipment Planning Assign Tasks - Projects Choose Order Type- Projects Assign Project Engineer Responsible for Project Execution 10 Standard Execution Tasks/Steps Appear By Default under Status Assign Target Date For Completion Of Each Task to Project Engineer Fill the Actual Completion Date and Related Remarks System will Keep Alerting the Project Engineer much before the Target Date Project Manager Project Engineer
- 16. Shipment Planning ‘Line Items’ Wise Displays Complete Line Items for an Order. You May Choose to Re-Assign PD for Each & Every Line Item Enter Remarks, If Any
- 17. Example Alert Mail Sent Through The Tool
- 18. Thank You