Backlog Tracking Tool http://inmum1-app01/backlogtrackingtool/
Index <ul><li>Objectives & Purpose </li></ul><ul><li>Reports </li></ul><ul><li>Navigation  </li></ul><ul><ul><li>Bookings,...
Objectives & Purpose <ul><li>Complete  Orders Visibility  from JDE </li></ul><ul><li>Shipment Planning </li></ul><ul><li>I...
Reports <ul><li>For Reports, Click on Reports On the Home Page </li></ul><ul><li>Following Reports Are Available  </li></u...
Navigation Home Page
Navigation Summary Dashboards Option of seeing PD Wise and YTD  Bookings, Backlog & Shipment  Information just by a ‘Mouse...
Navigation Advanced Search Options <ul><li>Advanced Search Options Based On: </li></ul><ul><ul><li>Division </li></ul></ul...
Navigation Orders Listing <ul><li>Displays  All Orders in Backlog  from JDE </li></ul><ul><li>Order details include: </li>...
Navigation Color Schemes for Order Differentiation Indicates Orders Which Are Already in LD Indicates ‘Orders With Remarks...
Navigation Detailed View Options Click Here to know SO Number Details Place Your Cursor Here to see Remarks Pop Up Click O...
Navigation Detailed View <ul><li>There are four sections in detailed view </li></ul>SO Details Assign PD Assign Tasks View...
Shipment Planning SO Details More Fields Related To A Order Can Be Added Here If Required
Shipment Planning Assign PD – Division Wise <ul><li>By Default, Each And Every Order's PD Gets Assigned As Per Promise Dat...
Shipment Planning Assign Tasks - MRO <ul><li>Choose Order Type - MRO </li></ul><ul><li>Assign Tasks By Selecting Expected ...
Shipment Planning Assign Tasks - Projects <ul><li>Choose Order Type- Projects </li></ul><ul><li>Assign Project Engineer Re...
Shipment Planning ‘Line Items’ Wise <ul><li>Displays Complete Line Items for an Order. </li></ul><ul><li>You May Choose to...
Example Alert Mail Sent Through The Tool
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Backlog Tracking Tool

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Backlog Tracking Tool

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

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