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12 posts tagged with "engage"

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Teams chat update and mail-links now available

· One min read

We’ve made it even easier to stay connected and get in touch from both Engage and Move!

You might have noticed the familiar Teams chat button in Engage before. Now we’ve made some handy improvements:

  • New: A convenient mail button is now available next to the Teams chat button.
  • Update: The Teams chat button has been upgraded to automatically fill in a pre-written message, so you always have the right context when you start a chat.
  • New in Move: Both icons now appear in the booking details of the Driver interface.

teams_mail_1
The speech bubble opens a Teams chat, and the envelope launches a new email.

Easier access to ended orders in Engage

· One min read

A long-awaited update: You can now find Completed orders in Engage for 6 months after completion!

After 6 months, any orders older than that will only be available in D365, where they are listed as Ended.

engage_6months Orders with status "Completed" stay visible in Engage for 6 months.

All existing orders in Engage have been updated, so this rule applies to both previous and new orders, starting today.

note

The date we rely on is called Delivery date in D365.

If you have any questions or need help, reach out. We’re happy to help!

New filter → "Reference"

· One min read

We’ve added a new filter in Engage named Reference!

Now you can filter the schedule by Sales order. This is especially useful when batch-selecting and processing several jobs within the same sales order.

Just add a Reference filter for a specific sales order or multiple sales orders at once, and select all relevant operations in a few clicks. You can easily combine this with other filters, such as part number, to further refine your search.

As described in the original post, just press F to open the filter menu or use the Filters button:

reference-filter

Engage - ECO

· One min read

Operation and order details now include a link to engineering change orders for the part being produced. To show the information, use the ECO action button if it is displayed:

engage_eco

The information shown includes the description, actions and other information about the change order:

engage_eco_details

If the part has more than one engineering change order, use the < and > buttons at the bottom to scroll through them.

Setup reporting

· One min read

We have now enabled setup reporting in Engage!

If an operation includes planned setup time, it will appear as "(Setup)" in the Operation column.

engage_setup_kjoreplan From the machine schedule

engage_setup_ordre From the order itself

Reported setup time will also be displayed in the Activities log.

Print button for material pick list and material list (BOM)

· One min read

We have added a convenient print button to the material pick list and the material list (BOM) in Engage. This new feature allows users to easily generate a physical copy of the pick list or the BOM for reference or documentation purposes.

print_button

Production schedule multi selection

· One min read

Possibility to select all when production schedule is filtered

When the production schedule is filtered, it is now possible to select all operation with one click.

select_all_operations

Start operation history

An activities button gives an overview over when and who has worked on the operation.

activities_button

activities_dialog

Department information

Department information is added when hovering resource throughout the app.

department_tooltip

Engage updates March 22, 2024

· One min read

Display warehouse location zone

Both the route table and the expanded view in the production schedule now includes zone for the delivery location of the order.

warehouse_location_zone_route

Include closed nonconformances

We are now including closed nonconformances in Engage. The status of the nonconformance is visible in lower left corner.

closed_nonconformance

Start operations from the production order details route view

It is now possible to start an operation directly from the production order details page by selecting a row in the route table.

start_from_route

Planned start date tooltip

If you hover over the planned start date of an operation you will see a tooltip with the actual start and end dates (if any).

planned_start_tooltip

Report progress landing page

If there are no operations left in the "my active" page after reporting progress, you will automatically be redirected back to the production schedule.

Stopped work in my active

· One min read

The latest update to the app's "My Active" page now includes stopped work in addition to ongoing work. This enhancement allows users to conveniently view and resume their work in progress, providing a comprehensive overview of their tasks and improving productivity.

my stopped operations