Create a drilldown

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 list.
6. Type SLPOItems in the Source Name field. 
7. Click Save. 
8. Write down the number of the drilldown you created: __________. 
Part 2: Assign the Drilldown to a Critical Number
1. Click Source Name. The Drilldowns IDO Setup (Modal) form opens. 
2. Click Filter. The Critical Number/Drilldown IDO Filter Setup (Modal) form opens. 
3. Select Stat from the Property Name drop-down list. 
4. Select is equal to (=) from the operand drop-down list. 
5. Type P in the text box on the far right of the form. Note: P stands for Planned in the database. 
6. Click Add. 
7. Select PoType from the Property Name drop-down list. 
8. Select is equal to (=) from the operand drop-down list. 
9. Type R in the text box at the far right. Note: R stands for Regular in the database.
10. Click Add. The formula is added in the text box. 
11. Click OK. The Drilldown IDO Filter Setup (Modal) form closes.
12. Click OK again. The Critical Number/Drilldown IDO Filter Setup (Modal) form closes. 
13. Click Save. 
Part 3: Create Properties to display on the Drilldown
1. Click the Output Columns tab. 
2. Type PoLine in the Property Name field in row 1. Note: You may have to click in the field to 
activate. 
3. Press Tab. 
4. Type Item in the Property Name field in row 2. 
5. Press Tab. 
6. Type ItemCostConv in the Property Name field in row 3. 
7. Press Tab. 
8. Type PoNum in the Property Name field in row 4. 
9. Press Tab. 
10. Type PoRelease in the Property Name field in row 5. 
11. Press Tab. 
12. Click in the Sequence field for Row 1.
13. Type 1 in the Sequence field for the PoNum record. 
14. Change the sequence numbers for the other records using the information in the following table:
Sequence
Record
2
POLine
3
 PORelease
4
Item
5
ItemCostConv

 15. Click Save. 
16. Open the Critical Numbers Setup form.
17. Select the Planned Purchase Order Line Value Critical Number you just created. 
18. Click the Drilldowns tab in the form. 
19. Select Planned PO Line Detail drilldown from the Drilldown drop-down list. 
20. Click Save.
Part 4: Verify the drilldown appears in the Critical Numbers form
1. Click the Critical Numbers form. 
2. Press Ctrl+U.
3. Click the plus sign (+) for the Purchasing folder. 
Note: If the Purchasing folder is already open, click another folder and then reopen the 
Purchasing folder to clear the cache. 
4. Select Planned Purchase Order Line Value.
5. Select Planned PO Line Detail from the Drilldowns panel. The Drilldowns (Modal) tab opens.
Note: There will be nine records. 
6. Close the Drilldowns (Modal) form.
Part 5: Add a goal and alert values to the critical number 
1. Open the Critical Numbers Setup form. 
2. Click Filter in Place.
3. Select the Planned Purchase Order Line Value Critical Number.
4. Click the General tab. 
5. Select greater than (>) from the Alert Operator drop-down list. 
6. Type 4000 in the Alert Value field. 
7. Select less than (<) from the Goal Operator drop-down list. 
8. Type 3000 in the Goal Value field. 
9. Click Save. 

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