DashboardOrders & Products

Orders & Products

A table-focused workspace for monitoring, filtering, and analyzing production orders and products.

Overview

Access: Admin or Page Access orders; never Operator. Roles and access.

Monitor production orders, find work that needs attention, and open an order's details when you need to inspect or change its operations and assignments.

Users open it from the dashboard navigation.

Access

  • Visibility: Protected
  • Primary routes: /orders-products

What You Can See

  • An order table with controls for moving between result pages.
  • Filters for customer, order, product, machine, date range, assignment status, and live production.
  • Summary cards for Total, Planned, In Progress, Completed, Live, and Forecaster.
  • Customer codes, operation sequence numbers, planned cycle times, duration, deviation, and production-performance explanations.
  • Grouped orders with individual assignments.
  • Progress based on either PDA production entries or detected cycle counts.
  • Material scrap, work scrap, and produced totals that include recorded scrap.

What You Can Do

  • Search, filter, and sort across the complete order dataset.
  • Expand grouped orders to review individual assignments.
  • Open a specific order detail page.
  • Start product or order creation flows.
  • Identify orders that need attention because of exceeded durations, degraded cycle times, or overdue dates.
  • Select multiple orders for detailed analysis.
  • Switch the progress source, enable automatic refresh, and save column visibility preferences.

Choose a destination marked Work center when an operation belongs at a workplace without an AVA. Assignment details and selection lists identify work centers so you can distinguish them from machines. See Work Centers for the limits of sensor readings.

Understand the Page

Understand Orders, Work Orders, and Assignments

A production order brings the planned work together. Within it, work orders contain operations, and assignments connect that work to its planned production destination. Expand a grouped order to inspect its individual assignments, or open Order Detail to review the full structure.

Read Totals and Progress

Summary totals count each order once, even when it has several assignments. An expanded table can show several assignment rows for that same order, so the number of detail rows can be greater than the order total.

Use Forecaster to find open orders expected to miss delivery or already past their delivery date. It replaces the broader Needs Attention summary. Review an order’s warnings before deciding what to change.

The progress source determines which production record you are reviewing: PDA entries are quantities recorded in Data Acquisition, while detected cycle counts come from machine cycles. Check the selected source when comparing progress. Material scrap and work scrap are shown separately, and produced totals include recorded scrap.

Find Orders That May Miss Delivery

The Forecaster summary card counts open orders expected to finish after their delivery date, or whose delivery date has already passed. Click the card for details about orders that will miss delivery if nothing changes. Orders with steps that have no machine yet may finish even later than shown.

In the Forecaster column, the top result checks the delivery date and the bottom result checks the planned end. Red means late for delivery. Amber means at risk or past the planned end. Green means on time. The step count tells you how many steps are on a machine; it does not mean those steps are finished.

While the Forecaster's late-order filter is active, you see every late order regardless of date range and status. Order, product, customer, and machine filters still apply. The company-wide count can differ from Assignment Gantt, which shows warnings for the displayed machines from last week to three weeks ahead.

In the card details, choose Late for delivery → Show in table for late orders or Of these, operations not planned → Show in table for late orders with missing steps. The active filter reads Forecaster: late for delivery or Forecaster: late, operations not planned. Date range and status filters are paused for either choice; remove the Forecaster filter to use them again. Partly planned identifies work with steps still not assigned.

Not planned at all → Show list opens Orders that are not planned. These orders have a delivery date but no operation assigned to a machine or hall pool, so they appear on no planning board. Open an order and choose Assign operations to select machines, or Open in planner. Follow the planning workflow.

Read Forecast Assumptions

Hover over the warning icon to read what the expected times assume.

  • On hold for a long time (previously On hold too long): the hold limit has passed. The forecast assumes the step continues in its queue position, so later work still waits for it.
  • Never started: this note appears only with Follow planned dates or Delivery date first under View options → Planning in Assignment Gantt; work planned more than three days ago is forecast to start as soon as its machine is free. With Follow the queue or Follow the queue, not before the planned date, neither this note nor No planned start appears, and the step keeps its place in the queue.
  • No planned start: this note appears only with Follow planned dates or Delivery date first. The forecast places the step after the machine’s dated work.
  • Waits for an earlier operation: that step is not on a machine yet or is still in a hall pool. Expected times may be too optimistic.

These notes explain the expected times. They do not remove the work from the forecast or mean that it is finished.

For a step’s waiting chain and expected end, open its card in Assignment Planner.

Open the Forecaster Help

Click the information icon beside Forecaster on the summary card, in its details, or in the table column heading. You can also select How does the Forecaster work? at the bottom of the card's details. Clicking the card's information icon opens the help directly, without opening the card's details.

The help explains expected times, colours, and missing planning details. The Forecaster never changes your plan by itself. See the full explanation or the planning workflow before deciding how to respond.

Use Company Priority Levels

Priority names, numbers, and colors follow the levels configured by your administrator. The same levels are used in imports and assignment planning. See Priority Levels in the Admin Panel for presets and customization.

When creating an order or editing an operation, choose the operation's priority from the company levels. It is independent of the order priority. New operations and operations without a saved value start at 100. A saved value outside the company levels remains selectable. The dashed OP indicator beside an operation's name shows its priority and company colour. Follow Create a Production Order.

Filters, Refresh, and Summary Counts

All filters combine with AND. When a Customer, Order, Product, or Machine filter is active, the date range is ignored. For example, selecting a customer can show matching orders outside the date window. Sorting covers every order, not just the loaded page. Auto-refresh reloads every 60 seconds.

Summary cards show the company-wide total on top and the number in the current view underneath. Each order counts once. Grouped planned dates span the whole order; each assignment row has its own planned and actual window.

Choose planned or actual dates beside the date pickers to decide which dates the range filter searches. Planned dates describe the scheduled window; actual dates show when production really ran. On a grouped order row, the planned window covers the whole order. Expand it to see each assignment's own window in the same columns.

Status and Delivery Warnings

An order with handed-over work has a neutral Handed over badge in its order name cell. Hover over it to see each affected step, the good parts made on the original machine, and where the remaining quantity is waiting. The original assignment's row also shows Handed over. This does not mean the whole order is finished: after a handover it can show Planned until the next machine starts. See handover details.

English statusGerman labelMeaning
UnplannedUngeplantNo schedule yet.
PlannedGeplantScheduled, not started.
ReleasedFreigegebenApproved to start; the exact transition into this status is unconfirmed.
In ProgressIn BearbeitungWork underway.
HoldIn WartestellungPaused.
CompletedAbgeschlossenFinished.
CancelledStorniertCalled off.

Order status follows its assignments. Live means an interval is running now. The Forecaster delivery count concerns open orders. A warning about a planned end or slow production is not by itself a late-delivery count; read the order’s expected finish against its delivery date.

Quantity and Time Short Forms

PDA Entry / BDE-Eintrag uses operator quantity; Cycle Count uses sensor counts. This choice changes the progress display, not bookings. Mat. / MA and Work / AA are separate scrap categories; Total is input + MA + AA.

Seq / Nr. is operation sequence; Prep. / Vorb. is preparation; Prod. is production; Dev. / Abweichung is actual minus planned time. A negative time deviation means faster than planned. Cycles Per Product / Press per Product defines cycles required for a finished part. For formulas, see calculations.

Main Entities

  • Production Order
  • Product
  • Customer
  • Work Order
  • Assignment

Outcomes and Limits

Common Outcomes

  • Users find an order quickly and drill into it.
  • Users create a new product or order.
  • Users identify planning or production issues across one or more orders.

Limits and Empty States

  • Filters combine with AND; Customer, Order, Product, or Machine filters override the date range.
  • Sorting and filtering apply across the complete order list, not only the currently visible result page.
  • Orders without deeper structure may need the detail page before they can be planned well.