Find and Replace

An exciting new feature within the Work Order module will now be available to users to better allow them to identify a particular job order, or series of jobs, and update or modify those jobs. The all new “Find and Replace” utility will show as an additional action button within the right-hand pane of the Work Order module.

This unique and flexible tool follows the functionality and design that was released into Farm Planning earlier this year, and will provide much needed batch editing functionality to existing jobs by allowing users to search for desired jobs based on a series of key job attributes and core information. Users will then have the ability to either add products to those selected jobs or modify them by replacing a previously listed product with a new replacement.

Getting Started

Begin by navigating to the Work Order module and then selecting the “Find and Replace” action button.

Once selected, the system will update and open the new “Find and Replace” interactive display modal. Within this display, the user will be able to enter and identify several key job attributes to better allow the system to search for and find any/all matching Work Order jobs. For instances of required inputs, the system will clearly display the “*required” text label. Other inputs will show as “Optional”.

Search Criteria Setup

Work Order Type (Required)

-       The Find and Replace tool is currently limited to only Chemical or Fertilizer application job types. Select the appropriate type to begin the process

Location (Required)

-       Select from the available dropdown list or via typed input entry the needed location in which the search criteria will be limited by.

Inventory Site (Optional)

-       This optional input will enable users working with jobs underneath connected ERP locations to limit and refine the search by the current assigned inventory site.

Status (Optional)

-       The job status feature will allow users to select multiple status levels for a single search setup. Only jobs currently in those status levels will be returned or checked against.

Crop (Optional)

-       The crop limitation feature will also be used as a method to only return jobs assigned to the listed crop commodity from the user’s selection.

Grower (Optional)

-       The final search option will allow users to select a specific grower via text input to limit the job search exposure. Only jobs assigned to the listed grower will return.

Product Search

Next, users will navigate to the “Find” section of the modal. Here, users will be able to enter in products, rates and units that will be used to help identify job orders.

As part of the Product search feature, the users will be able to input the following criteria.

Product

-       Users will be able to type in the product name they are searching for. The system will then show a display list of all matching products based on the typed in value.

Application Rate

-       Users will provide an application rate value and corresponding unit of measure. This will then allow the system to use this directly within its search parameters.

Comparison

-      There will be (4) selection options presented to users. Each one has a distinct action/role in how it will then interact with the previously supplied Application Rate and Unit of Measure, and ultimately what is returned for the search results:

Getting Results

Once all product items have been filled out, select the “Search” action button found on the far right-center portion of the screen. The system will search against all available jobs using the supplied limiting factors to then expose any jobs matching the criteria defined.

If the desired outcome does not match your requirements, you can update your product inputs used for the search results. To do so, simply select the “Reset” button found in the lower-right corner of the results window.

Replace or Add Action Feature

With job results now showing, the final step within the tool is to determine how you want to interact with the listed jobs.

The first item that is needed is to select which jobs from the display list you will be performing an update action on. Use the “Select Job” action slider to activate any needed job row to the blue highlighted “Yes” display. This then will activate those jobs for the following update actions.

Next, you must decide if the update action taken on the jobs will be to “Replace” the current product with a new one, or “Add” an additional product to the selected jobs. To assist users, a click-able information dialog button will show next to the action slider.

Ensure the action slider is set to the correct needed type and then select the “Add Product” button found beneath it. Here, the user will be able to type in the desired product for this action as well as identify the product application rate and unit of measure. Users will also be able to mark if the product “Is Blended” or if the product will be the primary carrier (liquid jobs). Finalize the process by selecting the “Submit” button. This will then update all selected jobs to either Add or Replace the filtered product used above with the newly supplied product in those jobs.

Once the “Submit” action button is selected, the system will provide a final “Confirm Changes” display window. This will provide a detailed summary of the products identified as well as the action (Replace/Add) step required against those.

The full job list will also show, indicating which work order jobs will have these actions placed against them. Click the “Confirm” button to finalize the action.

Change Confirmation Display Window

Users will then receive a final notice letting them know that the request has been sent to the background to process. This will then allow the users to continue working in the program while the system makes the requested job order updates.