The New Face of MAPICS Power Link Workspaces

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The New Face of MAPICS Power Link Workspaces Tailoring XA to meet your needs

The New Face of MAPICS Power Link Workspaces Tailoring XA to meet your needs David Kemp David. Kemp@cistech. net The New Face of MAPICS

Agenda for Today • • • What is a Workspace? How does it help

Agenda for Today • • • What is a Workspace? How does it help me? Let’s create one! The New Face of MAPICS

What is a Workspace? o A Workspace is a collection of choices to display

What is a Workspace? o A Workspace is a collection of choices to display and work with information within a Power-Link object. Think “easy reports. ” o Function is an expansion of choosing preferences. You can have many sets. o Workspaces can be placed on the application cards for easy access. Just select with a double click rather than repetitively select different individual views, subsets, sorts for a display of information to perform different and regular analyses or reports The New Face of MAPICS

Uses for Workspaces – Task or Report? o Procurement Management o Expediting workspace o

Uses for Workspaces – Task or Report? o Procurement Management o Expediting workspace o Close and purge workspace o Order-Based Production Management o Specific but alternate planner/exception status for MRP recommendations o Review of orders for close at month-end o PDM+ or Enterprise Product Data Management o Purchased items or manufactured components or ? The New Face of MAPICS

Create a Workspace – under Customize The New Face of MAPICS

Create a Workspace – under Customize The New Face of MAPICS

Create a Workspace • Create a new workspace with blank page. • Give it

Create a Workspace • Create a new workspace with blank page. • Give it a name and decide the domain and security. • Determine if it will have a presentation scheme. • Select LIST tab to select correct view, subset and sort. The New Face of MAPICS

Create a Workspace • Select LIST tab to choose correct view, subset and sort.

Create a Workspace • Select LIST tab to choose correct view, subset and sort. The New Face of MAPICS

Workspace THE RESULT Workspace name icon The New Face of MAPICS

Workspace THE RESULT Workspace name icon The New Face of MAPICS

Make Workspace Your Preference • Select CUSTOMIZE and PREFERENCES The New Face of MAPICS

Make Workspace Your Preference • Select CUSTOMIZE and PREFERENCES The New Face of MAPICS

Make Workspace Your Preference • Select correct Workspace and click CONTINUE. The New Face

Make Workspace Your Preference • Select correct Workspace and click CONTINUE. The New Face of MAPICS

Workspaces on Application Cards • Create a custom application card…or add to a default

Workspaces on Application Cards • Create a custom application card…or add to a default card. • Click CUSTOMIZE and CARDS. The New Face of MAPICS

Workspaces on Application Cards Highlight the. Workspace appropriate object • Select correct andbusiness click

Workspaces on Application Cards Highlight the. Workspace appropriate object • Select correct andbusiness click CONTINUE. on the left. Click the ADD button in the middle. Make choices in prompt box. Select a Workspace from the dropdown. Key in Icon name (defaults to object The New Face of MAPICS name). Give the Workspace a title & click

Workspaces on Application Cards See workspaces listed at the bottom of the application card

Workspaces on Application Cards See workspaces listed at the bottom of the application card setup. The New Face of MAPICS

Workspaces on Application Cards • Note 3 Workspaces on the custom tab • Double

Workspaces on Application Cards • Note 3 Workspaces on the custom tab • Double click to use The New Face of MAPICS

Example Workspace A little bit in live XA… The New Face of MAPICS

Example Workspace A little bit in live XA… The New Face of MAPICS

Thanks for joining us today! The New Face of MAPICS

Thanks for joining us today! The New Face of MAPICS