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XA R7 Power-Link Workspaces Brenda Butler, Senior Consultant brenda.butler@cistech

XA R7 Power-Link Workspaces Brenda Butler, Senior Consultant brenda.butler@cistech.net. Agenda for Today. What is a Workspace? How does it help me? Let’s create one!. What is a Workspace?.

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XA R7 Power-Link Workspaces Brenda Butler, Senior Consultant brenda.butler@cistech

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  1. XA R7 Power-Link Workspaces Brenda Butler, Senior Consultant brenda.butler@cistech.net

  2. Agenda for Today • What is a Workspace? • How does it help me? • Let’s create one!

  3. What is a Workspace? • A Workspace is a collection of choices to display and work with information within an Power-Link object. Think “easy reports.” • Function is an expansion of choosing preferences. You can have many sets. • 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

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

  5. Create a Workspace – under Customize

  6. 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.

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

  8. Workspace THE RESULT Workspace name icon

  9. Make Workspace Your Preference • Select CUSTOMIZE and PREFERENCES

  10. Make Workspace Your Preference • Select correct Workspace and click CONTINUE.

  11. Workspaces on Application Cards • Create a custom application card…or add to a default card. • Click CUSTOMIZE and CARDS.

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

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

  14. Workspaces on Application Cards • Note 3 Workspaces on the custom tab • Double click to use

  15. A little bit in live XA…

  16. Thanks for joining us today!

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