Designer

The Designer tab is used to manage the Components and Characteristics linked to the Standard Operating Procedure. The content of the Designer tab is only visible for the existing SOPs, otherwise it is empty. The Designer screen is divided into two panes:

Pane 1

This grid displays the Process, all of the Operations, and the Steps that are linked to either Consumption Points, Specification Points, or Inspection Points. There are three action icons at the top of this pane:

Icon Action Description
Refresh Recipe Refreshes the SOP in the following way:
  • Removes the Characteristics and Components that were unlinked from the Process (Operation) Steps after the SOP was created
  • Adds the Characteristics and Components that were linked to the Process (Operation) Steps after the SOP was created
  • Does not affect the Characteristics and Components added directly to the SOP after it was created
  • Updates only the Ref columns of Characteristics of the Variable type
  • Updates the GradeID, ExplodeProcess, EffectiveDate, DiscontinueDate, IncludeInBatchWeight, IncludeInBatchWeight, EcoID, Quantity, MinimimQuantity, MaximumQuantity, ReferenceQuantity, StdScrapPercent, Facility, Company, Warehouse, WarehouseLocationID, and CoProductCostPercent columns of the Components
  • Adds new Attributes to the Characteristics if they were linked to the Process (but does not affect the existing Attributes)
Move Component Down Moves the Component down to change the sequence in which it will be consumed.
Move Component Up Moves the Component up to change the sequence in which it will be consumed.

There are four color icons at the top of this pane that can be used to change the status of the SOP:

Icon Description
(Green) SOP is Active.
(Blue) SOP is In Design.
(Gray) SOP is Inactive.
(Red) SOP is On Hold.

If the status is changed from In Design to Active while the Component Integration Method was not provided, a pop-up window will appear with the following message: "Integration method for ComponentID: <componentid> cannot be empty."

Pane 2

This grid displays the product’s Bill of Materials (BOM) and version. The "Show fully consumed items" check box hides the items for which the entire quantity has been assigned to Consumption Points when it is unchecked.

The entities visible on the Designer screen reflect the structure of the Process that is linked to the displayed SOP. For more information on the entities below, please refer to the Process Builder Help.

Icon Entity Description
Process A Process is the top level entity in the Process model (the color of the icon depends on the status of the Process: yellow for Prototype, green for Active, blue for In design).
Operation A Process Operation is a child entity of a Process (the color of the icon depends on the status of the Process: yellow for Prototype, green for Active, blue for In design).
Step A Step is a child entity of a Process Operation or Standard Operation (the color of the icon depends on the status of the Process: yellow for Prototype, green for Active, blue for In design).
Consumption Consumption is a group of Components.
Specification Specification is a group of Characteristics that collectively define the acceptable product, Process, Operation, or Step. Specification may be linked to a Process, Standard Operation, or Process Operation.
Inspection Inspection is a group of Characteristics used in quality control. Inspection may be linked to a Process, Standard Operation, or Process Operation.

If you right click anywhere in the Designer screen, a right-click menu will appear with the following options:

Action Description
Hide Empty Steps Hides all of the Steps that do not have Components or Characteristics assigned.
Show All Steps Shows all of the Steps that were previously hidden because they do not have Components or Characteristics assigned.
Expand All Expands all of the Steps and Attributes.
Collapse All Collapses all of the Steps and Attributes.