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Watch Tower Filters
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Visible information can be filtered and reported on easily by using the many filter options on the Watch Tower Dashboard.
Click the arrow next to "Filters" and click on the Filter you'd like to apply.
This will bring up a dialog box where you can fill in your desired information.
Once created, filters can be saved for easy use later on. Production or Inventory Reports run against active filters. These filters will show as tabs for each saved filter at the top of the screen:
See video tutorial for these filters.
Part Number & Part Number Group Filters
- Use this filter to see only specific Part Numbers or Part Number Groups
Work Order Filters
- Use this filter to see only specific Work Orders
Sales Order Filters
- Use this filter to see only specific Sales Orders
- The Watch Tower also includes a dedicated tab that shows Part Locations by Sales Order
- Click to toggle between Part Location view and Sales Orders view
- Click to toggle between Part Location view and Sales Orders view
Customer Filters
- Use this filter to see only specific Customers are people or companies that purchases products or services from your company
- They can place many Recieved orders, so we have a special filter for everything they purchase from the plant
Process Filters
- Use this filter to see only Part Numbers that are undergoing specific Processes
Treatment & Treatment Group Filters
- Use this filter to see only Part Numbers receiving specific Treatments or Treatment Groups
Label Filters
- Use this filter to see only Part Numbers that have a been given a specific Label
Part Group Labels are added within the Work Order
- Easily add labels to a Part Group from a Work Order part details section, or a Work Parts page
- Part Group labels are organized from Part Number labels in Watch Tower, Workboards, and Work Orders
Product Filters
- Use this filter to see only Part Numbers that are being categorized under a specific Products
Quote Filters
- Use this filter to see only Part Numbers that are on a specific Quote
Location Filters
- Use this filter to see only Part Numbers that are at a specific Location
Users may search for parts with empty/blank location in Watch Tower
- In Watch Tower - click Filters and check the No Location checkbox
Inventory Item & Inventory Type Filters
- Use this filter to see only Part Numbers being treated with a specific Inventory Item or Inventory Type
Station Filters
- Use this filter to see only Part Numbers at a specific Station
Received Batch Filters
- Use this filter to see only Part Numbers that are part of a specific batch
Packing Slip Filters
- Use this filter to see only Part Numbers that are on a specific Packing Slip
- Packing Slips are the receipts that are included with every shipment
Invoice Filters
- Use this filter to see only Part Numbers that are on a specific Invoice
There is not a way to filter by Date Signed at this time.
- One workaround is to go to the Watch Tower and create a new View
- Select the Not Invoiced box
- See all Work Orders that are between Shipping Packed and Shipping Shipped
Something that may guard against charges that slip through at Invoicing is to have a custom input that pops up when creating a sales order.
- This would ask "Verify the following charges are brought to Invoicing:" or other similar wording
- Then the person creating the Sales Order in Steelhead would type in any specific charges, for example Cert fees that are needed in Invoicing
Process Node Filters
- Use this filter to see only Part Numbers that are at, or between, specific Process Nodes. This is useful for tracking parts at certain steps, or seeing how many parts are actively being worked on in specific areas of your plant.
To enable Process Node Filters by Individual Nodes:
- Click on the "Filter Process Nodes" button
- Toggle on "Individually" next to the "Select Nodes" option
- Select a process to choose nodes
- If nodes are shared, nodes form more than one process may be included
- Check the "Filter by Process [process name]?" checkbox to select only nodes from the shown process; leave the box blank to select shared nodes from multiple processes
To enable Process Node Filters by Start / End:
Click on the "Filter Process Nodes" button
Toggle on "Start / End" next to the "Select Nodes" option
- Select a single process and set the "Start" and "End" nodes to capture parts in production on for single process
- Select a single process and set the "Start" and "End" nodes to capture parts in production on for single process
Select "Start" and "End" nodes by type to capture ALL nodes between those node types on ALL processes; the example below shows a filter for all parts that have been received and have not yet been shipped
- Check the "Filter By Process [proces name]?" checkbox to select only the shown process; leave the box blank to select all processes
Deadline Filters
- Use the "Before Deadline" filter to see only Part Numbers that have not yet exceeded their deadline
- Use the "After Deadline" filter to see only Part Numbers that have exceeded their deadline
- Only one deadline filter may be active at a time
Invoiced / Not Invoiced Filters
- Use the "Not Invoiced" filter to see only Part Numbers that have not yet been invoiced
- Use the "Invoiced" filter to see only active Part Numbers that have been invoiced
- Only one "Invoiced" or "Not Invoiced" filter may be active at a time
- With time, you may find use of the filter "Invoicing Status" to verify the invoice is getting created
- This way, every time a packing slip is signed, someone is making sure the "Complete Shipping and Move Parts" button is clicked to move the job forward
- Then the Status button in the invoicing node can be used to see Ready for Invoice orders
- Some also have a Report page, which shows Completed work orders that did not get invoiced, to verify nothing slipped through
Overall it just depends on the user and how you prefer to track jobs.
Work Order Type Filters
- This filtering option is also available on the work orders list
- Use it to filter search results by types like:
- REWORK
- MAKE_TO_ORDER
- MAKE_FROM_STOCK
- FULFILL_FROM_STOCK