Create a critical number

Create a critical number

Part 1: Explore the Critical Numbers Setup form
1. Open the Critical Numbers Setup form. 
2. Click Filter in Place. 
3. Confirm there are more than 125 active Critical Numbers records. 
Note: This is displayed at the lower-left part of the form. 
4. Press Ctrl+2. The grid view opens.
5. Double-click the Description header. The Description column sorts alphabetically. 
6. Press Ctrl+2. The grid view closes.
Part 2: Create a critical number and add it to the Purchase Order Lines form
1. Open the Purchase Order Lines form.
2. Select Planned from the Status drop-down list next to the Line field. 
3. Click Filter in Place. 
Make a note of the number of records displayed.
Part 3: Create “Planned Purchase Order Line Value” Critical Number
1. Open the Critical Numbers Setup form.
2. Click Filter in Place. 
3. Click Create a new record in the current collection. 
4. Type Planned Purchase Order Line Value in the Description field. 
5. Type Plan PO Line Value in the Short Desc field. 
6. Select IDO from the Source Type drop-down list. 
7. Type SLPOItems in the Source Name field. 
8. Type Sum of the value for all purchase order lines in a planned status in the Calculation 
Definition field. 
9. Click Save. 
Part 4: Verify the newly added Critical Number
1. Click Source Name. The Critical Number IDO Source Setup (Modal) form opens.
2. Select Sum from the Function drop-down list. 
3. Select DerExtItemCostConv from the of drop-down list. 
Note: The Der abbreviation indicates this is a derived value. 
4. Click Filter. The Critical Number/Drilldown IDO Filter Setup (Modal) form opens. 
v10 Using the Workbench Suite and DataViews Training Workbook (v10.18) 81
© 2018 Infor Education. All rights reserved. No part of this Training Workbook may be reproduced or transmitted in any form, without written permission.
5. Select Stat from the Property Name drop-down list. 
6. Select is equal to (=) from the operand drop-down list. 
7. Type P in the text box on the far right of the form. 
Note: P stands for Planned in the database. 
8. Click Add. The syntax for the formula appears in thefield. 
9. Select PoType from the Property Name drop-down list. 
10. Select is equal to (=) from the operand drop-down list. 
11. Type R in the text box at the far right of the form. 
Note: R stands for Regular in the database. 
12. Click Add. The formula is added in the text box. 
13. Click OK. The Critical Number/Drilldown IDO Filter Setup (Modal) form closes.
14. Click OK. The Critical Numbers IDO Source Setup (Modal) form closes. 
15. Click Save.
16. Click the Categories tab.
17. Click in the field under the Category heading to activate the drop-down list.
18. Select Purchasing from the drop-down list.
19. Save the record.
20. Open the Critical Numbers form.
21. Click the All folder on the Critical Numbers form to expand it. 
22. Click the Purchasing folder to expand it and verify that the newly added critical number is shown 
on the list.
Notes: 
• You may need to scroll to find this record.
• Verify the value in the Actual field. There is no highlighting on the row because goals and 
alerts have not been set. 
• Verify that there are no drilldowns associated with this critical number.
23. Click the minus sign (-) for the Purchasing folder. The folder closes.

    • Related Articles

    • Setup serial number definition

      1. Click the Open icon on the toolbar. 2. Type inventory par in the Filter field. 3. Click the Inventory Parameters list item. 4. Click the OK button. The Inventory Parameters form opens. 5. Click the Control menu option. 6. Click the S/N Definition ...

    • Create a drilldown

      Part 1: Create a drilldown 1. Open the Drilldowns Setup form. 2. Click Filter in Place. 3. Click Create a new object in the current collection. 4. Type Planned PO Line Detail in the Description field. 5. Select IDO from the Source Type drop-down ...

    • Create a Current BOM

      Part 1: Create current BOM for kit item 1. Click the Open icon on the toolbar. 2. Type current operations in the Filter field. 3. Click the Current Operations list item. 4. Click the OK button. The Current Operations (Filter in Place) form opens. 5. ...

    • Create a Standard BOM

      Click the Open icon on the toolbar. 2. Type current bom cost roll up in the Filter field. 3. Click the Current BOM Cost Roll Up list item 4. Click the OK button. The Current BOM Cost Roll UP form opens. 5. Click Process. A dialog box with the ...

    • Create a kit item

      1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type items in the Filter field. 3. Click the Items list item. 4. Click the OK button. The Items (Filter in Place) form opens. 5. Click the Filter in Place icon. 6. Click the ...