View/Edit Piece Marks

Modified on Thu, Apr 9 at 6:13 PM

Overview

The View/Edit Production Piece Marks Screen:

displays all piece mark information for a specific job
exports piece mark information to Excel
allows for piece marks to be added to a job

Accessing the View/Edit Production Piece Marks Screen

Navigate to Engineering > View/Edit Production Pieces from the main menu (Figure 1).

Figure 1

Figure 2

View/Edit Production Piece Marks Screen Layout

The list below corresponds to the numbered labels on Figure 2 and provides a detailed description of the View/Edit Production Piece Marks screen functions.

Number	Page Item	Item Function
1	Job Dropdown Menu	Search for desired job.
2	Filter Tab	Open filter menu. Further refines the list of pieces shown for selected job.
3	Export Button	Export list of pieces to Excel.
4	Add Piece Button	Add a piece to job via the Add Piece Mark screen.
5	Add from Template Button	Add a piece to job based on a pre-defined template.
6	Edit Piece Mark Icon	Edit a piece, depending on your screen permissions and/or the piece status.
7	New Mark Number Icon	Assign a new mark number, along with any associated materials and quantities.
8	Delete Icon	Delete a piece from a job as long as all quantities are still in backlog status.

Adding a Piece to a Job

Adding pieces to a specific job can be accessed through the View/Edit Production Piece Marks screen.

Select a Job from the dropdown menu (#1 in Figure 2).
Click on the Add Piece button (#4 on Figure 2) to view the Edit Production Pieces screen (Figure 3).
Fill out required fields.
Click the Save or Save & Close button (Green box, Figure 3) to save the piece mark and return to the View/Edit Production Piece Marks screen.

Figure 3

Adding a Piece from a Template to a Job

New pieces based on a pre-defined template can be added through the View/Edit Production Piece Marks screen.

The “Add from Template” button will open up the dialog shown below, and allow you to create a new piece mark based on a pre-defined template.

Select a Job from the dropdown menu (#1 in Figure 2).
Click on the Add from Template button (#5 on Figure 2).
In the pop-up window (Figure 4), select the desired piece information from the available dropdowns and complete all required fields.
Click the Add button (Figure 4).

Figure 4

Export Piece Mark Information

The Export button exports the list of pieces shown on the screen to Excel.

Select a job from the dropdown menu (#1 in Figure 2).
If needed, use the Filter tab to refine the list of pieces (#2 in Figure 2).
Click the Export button (#3 in Figure 2).
Select the column titles in the pop-up window (Figure 5) to include/exclude for the export.
Select Export button (Green box, Figure 5)

Figure 5