Follow and fix lines
After you submit, each line moves from posting to posted, or waits for something. This page shows where to read that, and how to retry, withdraw or reverse a line. Everything starts from Production › DPR (hover over it to see Daily Production Report).
Video coming soon: Tour of the Daily Production Report screensThe tabs
Four tabs sit along the top, next to the Add DPR button. You need View on Daily Production Report to open them. Without it you see a no-access page. The tabs stay open when the business unit's switch is off, so production already reported is never lost.
| Tab | Shows |
|---|---|
| View | Every report, newest work day first by default. |
| Needs you | Every line that is waiting or needs attention. |
| Station week | Seven days, stations down the side. |
| Before closing books | Unposted lines to decide before a period closes. Admins only. |
View
Each row is one report: a station, a work day and a shift. You see DPR no., Station, Work day, Shift, Reported by and Lines, which counts the report's lines by state, such as "3 posted", "1 waiting" or "1 needs you". You can sort by DPR no. and Work day. With nothing to show you see "No daily production reports yet.", or "No report matches these filters" when a filter hides everything.
Click a row, or the View button on it, to open the report. The list narrows to a column on the left and the report opens beside it with its number, station, day and shift, and one card for each line. Click the cross to close it.
Search and filter
The filter bar above the list starts folded. Click the filter toggle in the table header to open it. You can filter by Station and by a Work day range. Each filter shows as a chip above the list that you can clear on its own, or clear all together. To find a report by number, type it, such as DPR-0001, in the search box at the top of the page. Search works on the View tab only; on the other tabs the search box does nothing.
Import and export
There is no bulk import and no spreadsheet export for this report, because reports are made by entering a shift, not typed in as a list. There is also no print, PDF or email for a report. Read it on screen.
The report side view
The side view has one list: the report's lines, in the order they were entered, with the time each was entered. A line card shows:
- The product's name and code, with a green N good tag and, if any, a red N rejected tag.
- The state tag and a one-line reason, for example "Short 40 of Wire 4 mm at Main Store" or "Posted to 2 work orders". A waiting line also shows "waiting since" a date. The date turns amber after a day and red after three.
- For a posted line, Posted to with the job cards it created. The link opens only if your role can open job cards.
- Lots you chose and Lots used, where lots were chosen or tracked and your role has access to production costing.
- What happens next, which opens to show when the line will post by itself and its history: each change of state with the date and the reason.
An empty report says "No lines in this report yet". While a line is still posting, the card refreshes by itself for a couple of minutes.
Needs you
A to-do list of every line that is waiting or needs attention. Lines that need you come first; each group is oldest first. When it is empty you see "Nothing is waiting. Every submitted line has posted." It is the quickest way to start a shift.
Columns are Item, Reason, Good, Rejected, DPR Id, Station, Work day and Waiting since. You can sort by Item, DPR Id, Station, Work day and Waiting since. There is no filter on this tab, and the list is paged. Click the arrow at the start of a row to open its Details tab: What's wrong, How to fix, Posts by itself, Lots you chose and History.
Station week
Seven days with stations down the side. Use Previous week and Next week to move, and Back to this week to return. Next week is greyed on the current week. Each cell shows the report number and how many lines are posted, waiting or needs you, coloured red, amber or green by the worst of them. Click it to open that report on the View tab. A day nobody reported shows Not reported; if you can enter reports, it is a link, Add this day's report, that opens Add DPR for that station and day.
The chips All stations and Needs action narrow the grid to stations with a line that needs you or a day not reported this week. A small red number beside a station says how many lines need you this week.
Fix a line
Depending on its state, a line offers some of these buttons. You need Edit on Daily Production Report to see them. If your role only lets you see your own records, you can change only the lines you entered ("Only the person who entered this line can change it").
Retry
Retry sends a line that is waiting for material or for a work order, or that needs you, to be posted again. It posts by itself when it can, so retry only if you have fixed the cause. Shown on View and on Needs you.
Withdraw
Withdraw cancels a line that has not posted. Nothing is posted and nothing reaches stock. Enter the pieces again if you still need them. For a line waiting because the books are closed, only a tenant admin can withdraw it, and the button is greyed with "An admin decides this line".
Pick automatically instead
If you chose input lots and they are the problem, Pick automatically instead drops your choice and lets Bizconnekt pick the lots.
Submit and Remove
A line that was saved but not sent shows Submit and Remove on the View tab. Remove deletes the saved line.
Reverse
Reverse takes back a posted line, in full or in part.
- Click Reverse on the posted line.
- Enter the Quantity to reverse (up to N). It opens on everything that can still be reversed.
- Read the preview for each work order and job card. It says what will go back.
- Click Reverse, then confirm.
If a posting cannot be reversed, for example because what was made has already been used, the preview says so and suggests reversing that first, or counting the store. Afterwards the line shows "Reversed", or stays Posted with "2 of 10 reversed". A reversal is posted as a new entry dated today. The original stays as it was.
Before closing books
Only a tenant admin or root admin sees this tab. You cannot close a period while a submitted line dated in it is still waiting or needs attention, so decide each one first.
- Pick the Closing date and click Show lines. Every unposted line on or before that date is listed, with its report number, product, work day, station, good and bad pieces and state.
- For each line choose Post on the first open day or Withdraw. The first keeps the production and dates it the day after the closing date, so the closed period is not changed. The second cancels the line. Apply to all sets one choice for every line, and Clear choice or Clear all undoes it. A counter shows "N of M decided". Lines you leave undecided stay waiting.
- Click Preview to see how many will be withdrawn and how many will post.
- Click Decide. You see "N lines decided."
Decide is greyed until you have previewed the current choices. Change a choice and you preview again. If no line is waiting you see "Nothing is waiting on or before this date."
On mobile
The mobile Daily Production Report screen has the same four tabs: View, Needs you, Station week and Before closing books (admins only). View has a search box for the report number and a Filters sheet with Station, From and To, shown as chips you can remove. Tap a report to see its lines, with Withdraw, Retry and Reverse where the line allows them. These need a connection; they are not kept on the phone to send later. The phone has no print, PDF or export.
On the phone a line waiting because the books are closed reads Waiting: accountant decides.
Same on iPhone and Android. The Android app is on Google Play. The iPhone app is coming soon to the App Store.
States
See Line states on the overview.
Problems and fixes
A line says "Waiting for material". Do I need to do anything?
Usually not. It posts by itself when material arrives, when the station before this one posts, or when stock is freed, and it is checked again at least every night. If you would rather not wait, withdraw it.
A line says "Needs you"
Open its details. What's wrong says why and How to fix says what to do. Most often you withdraw it and enter what is left on the started work orders, or retry once a planner has started a work order.
Withdraw is greyed out
The line is waiting because the books are closed, and only a tenant admin can decide it. Or your role is below Edit, or the line was entered by someone else and your role only sees its own records.
Reverse is missing
It is offered only on a posted line that still has something left to reverse, and only with Edit. A reversed or withdrawn line has no buttons.
A job card made by a line says it was reversed from the report
A card posted from a daily production report is reversed from its report line, not from the job card. See View and manage job cards.