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implementation:wms:pervasive_dashboards

6. Designing Pervasive Dashboards using PMX predefined views

6.1.Design a Pervasive Dashboard

First add the PMX query to the list of the user defined queries. Create a custom query: Tools > Queries > Query Generator.

Add the view name to the ‘From’ clause in the ‘Query generator’ window. Produmex provides predefined views (e.g. PMX_KPI_PACKING, PMX_KPI_PICKING), but it is possible to add custom made views as well. To expand a predefined view, create a custom view which refers to the PMX view in question.

Execute, then save the query.

Then create a new dashboard. Click on the ‘Pervasive Analytics’ button in the toolbar.

Click on the ‘New Dashboard’ button.

Click on the ‘Select Base Data Source’ button to select the data source of the report. Predefined queries and user-defined queries will be listed after clicking. Select the previously created query and click on the ‘Ok’ button.

Adjust the settings and parameters of the dashboard then save.

To pin the dashboard to the welcome screen, click on the ‘Settings’ button and select the ‘Settings’ option from the dropdown menu. In the ‘Select Dashboard’ window, select the dashboard and set the ‘Display’ option to true.

6.2. Predefined Produmex views

KPI picking

The view provides a list of all item quantities picked per user and per pick list. It contains the following columns:

Internal number
The internal number of the user.

User code
The code of the user.

PickListNumber
The pick list number.

WaveKey
The wave key of the pick list.

CreateDate
The date when the picking was performed.

CreateTime
The time (hour, minute) when the picking was performed.

Item code
The item code of the picked item. Different batches are displayed in separate lines.

ItemDescription
The description of the picked item.

Quantity
The picked quantity from the batch in the uom applied in the sales order that was the base of the pick list.

Quantity per uom
The conversion rate between the base uom of the item and the uom applied in the sales order.

Inventory quantity
The picked quantity in the base uom.

Quantity uom2
The quantity for the second uom.

KPI packing

The view provides a list of all item quantities packed per user and per pick list. It contains the following columns:

Internal number
The internal number of the user.

User code
The code of the user.

PickListNumber
The pick list number.

WaveKey
The wave key of the pick list.

CreateDate
The date when the picking was performed.

CreateTime
The time (hour, minute) when the picking was performed.

Item code
The item code of the picked item. Different batches are displayed in separate lines.

ItemDescription
The description of the picked item.

Quantity
The picked quantity from the batch in the uom applied in the sales order that was the base of the pick list.

Quantity per uom
The conversion rate between the base uom of the item and the uom applied in the sales order.

Inventory quantity
The picked quantity in the base uom.

Quantity uom2
The quantity for the second uom.

implementation/wms/pervasive_dashboards.txt · Last modified: 2017/09/08 08:15 by csuhaa