Backlog Tracking Tool

Backlog Tracking Toolhttp://inmum1-app01/backlogtrackingtool/

http://inmum1-app01/backlogtrackingtool/

[File Name or Event]Emerson Confidential27-Jun-01, Slide 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


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


ReportsFor 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 DivisionRDSL – Division Wise Given a Date Range PDSL – Division Wise Given a Date RangeDivision Wise Complete Backlog Download


NavigationHome Page


NavigationSummary DashboardsOption of seeing PD Wise and YTD Bookings, Backlog & Shipment Information just by a ‘Mouse Over’ on Red Circled Area


NavigationAdvanced Search Options

Advanced Search Options Based On:

– Division

– Region

– Emerson PD (Promise date)

– Order Type

– SO Number and Customer Name


NavigationOrders Listing Displays All Orders in Backlog from JDE Order details include:

NavigationColor 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


NavigationDetailed View Options

Click Here to know SO Number Details

Place Your Cursor Here to see

Remarks Pop Up

Click On Numbers for Page Navigation


NavigationDetailed View

There are four sections in detailed view

SO Details

Assign PD

Assign Tasks

View Line Items


Shipment PlanningSO Details

More Fields Related To A Order Can Be Added Here If Required

Shipment PlanningAssign 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


Shipment PlanningAssign 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”


Shipment PlanningAssign 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


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


ExampleAlert Mail Sent Through The Tool


Thank You

Documents

Backlog Tracking Tool