# Order Planning and Tracking
<a name="work-order"></a>

You can use Order Planning and Tracking to view order status, expected time of arrival (ETA) predictions, delivery risk and recommendations for each order. AWS Supply Chain uses real-time data from your ERP system and provides in-depth visibility into each order for better planning. 

**Topics**
+ [

# Configuring Order Planning and Tracking for the first time
](setting-up-work-orders.md)
+ [

# Orders settings
](work-order-settings.md)
+ [

# Orders
](work-order-dashboard.md)
+ [

# Procurement
](configuring-procurement.md)
+ [

# Logistics
](configuring-logistics.md)
+ [

# Troubleshooting
](Troubleshooting.md)

# Configuring Order Planning and Tracking for the first time
<a name="setting-up-work-orders"></a>

As an administrator, you can create multiple processes and milestones to track your orders.

**Note**  
To generate a order insight, in addition to configuring the processes and milestones for your orders, you must ingest the required data entities and columns. For more information on the required data entities, see [Order Planning and Tracking](entities-work-order-insights.md).

1. Open the AWS Supply Chain web application.

1. In the left navigation pane on the AWS Supply Chain dashboard, choose **Order Planning and Tracking**. The **Manage your orders** page appears.   
![\[Managing orders page\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/manage-your-orders.png)

1. Choose **Setup**.

1. On the **Orders Setup** page, under **Getting Started with Orders**, choose **Create Process**.  
![\[Create a order planning and tracking process\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/orders-setup.png)

   The **Edit Process** page appears.  
![\[Create a order planning and tracking process\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/create_process1.png)

1. Under **Please enter the Process ID you expect this configuration to match** – Enter the Process ID. If the *work\$1order\$1plan* data entity is uploaded, the *Process ID* is derived from the *work\$1order\$1plan* data entity or AWS Supply Chain will generate an UUID that you can modify to match the process ID you know will be ingested.

1. Under **Enter Process Name** – Enter a name for the process.

   If you have multiple sites that uses the same process name, choose **Add Site** to add a site with your process. The site value can be determined from any of the entities (process\$1header, process\$1operation, process\$1product, product, site, vendor\$1product) that have a one-to-one relationship with the order line (process\$1product).

1. (Optional) Under **Lead Time Rule** > **What method would you like to use to write the rules for this milestone?**, choose one of the following:
   + *UI Builder* – Select the dataset and the corresponding columns that should be included in the lead time process. Make sure the dataset you select is ingested into data lake.
   + *Manual JSON Upload* – Paste the process and rule definitions in .json format.

1. Under **Forecast Date Options**, you can specify how you want the forecast completion date to be calculated.
   + *If the target date is missed* – Select *Add Lead Time to current day* if you want the forecast completion date to be the next day. Select *Add 1 day to current day* to add one day to the forecast completion target.
   + *Forecasted completion rule* – Select *Work forward from previous process* if you want the forecast calculation to work forward from the previous process completion date plus the duration of the current process. This means that the process is trying to complete as soon as possible. Select *Work backwards from required on site date* for the forecast calculation to subtract the duration from the process target date. This mean the process is trying to complete by the process target date.

1. **Create the milestones for this process** – Select the milestone name and type from the dropdown.

1. Choose **Add Milestone** to add a new milestone.

1. Choose **Continue**.

   The **Milestone Rules** page appears.

   Review the milestone rules you created.

1. Choose **Save and Exit**.

# Orders settings
<a name="work-order-settings"></a>

You can setup orders and track the material status from vendor to delivery using the following procedure.

1. In the left navigation pane on the AWS Supply Chain dashboard, choose the **Settings** icon.

1. Under **Organization**, choose **Orders **.

   The **Order** setting page appears.  
![\[Order Planning and Tracking settings\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/work_order_insights_settings.png)

1. Under the **Process List** tab, you can view all the configured processes or processes that need to be configured. You can delete or create new processes.

1. Choose **Import/Export**. 

1. Under **Import / Export Order Configuration**, choose **Save** to copy the *Milestone Definitions*, *Process Definitions*, and *Default Order Plans* in JSON format. You can use this feature to setup the configuration in one instance (for example, pre-production instance) and then copy the same configuration to another instance (for example, production instance).

1. (Optional) Under the **Default Order Plans** tab, you can setup fallback lead times for processes that don't match the order plan data.

   By default, order planning and tracking uses the lead time information from the *work\$1order\$1plan* dataset. If order tracking can't find the material to process combination in the w*work\$1order\$1plan* dataset, order planning and tracking will use the default order plan configuration for matching lead times. Order plans are segmented by the *reservation\$1type* in the *reservation* dataset. To use the default order configuration, the *reservation* dataset must be ingested. The reservation types are displayed under the order configuration and you can setup the order plan for each reservation type by adding processes and defining lead times for each process.

1. (Optional) Under the **Procurement and Logistics** tab, expand **Procurement** and **Logistics**.  
![\[Order Planning and Tracking settings\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/WOI_settings.png)

1. Under **Procurement** and **Logistics**, choose **Add Process** to add the processes that should be listed on the Procurement and Logistics page.
**Note**  
When there are no processes added under **Procurement** or **Logistics**, the Procurement and Logistics tab will display the details of all the processes.

   

1. On the **Select an existing process** page, select an existing process from the drop-down.

1. Choose **Add**.

1. Choose **Save**.

# Organization Labels
<a name="work-order-labels"></a>

As an administrator, you can customize the order labels.

1. In the left navigation pane on the AWS Supply Chain dashboard, choose the **Settings** icon.

1. Under **Organization**, choose **Organization Labels **.

   The **Organization Labels** page appears.  
![\[Order Planning and Tracking labels\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/organization_labels.png)

1. Under **Change to Label**, enter the preferred name for each **Default Label**.
**Note**  
Changing the default label will update your entire organization with the new label for Orders. For example, you will see the **Orders** table updated when you update the *Order*, *Order Description*, *Main Work Center*, and *Planner Group* labels under **Organization Labels** (see screenshot above).  

![\[Viewing order labels\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/Work_order_custom_labels.png)


1. Choose **Save**.

1. To change the customized labels to the default labels, choose **Reset all to Defaults**.

# Orders
<a name="work-order-dashboard"></a>

You can view all the orders that are at-risk, delivered, early, late, on time, or watch. You can expand the order to view the materials under each order.

In the left navigation pane on the AWS Supply Chain dashboard, choose **Order Planning and Tracking**. The **Order Planning and Tracking** page appears. 

![\[Orders\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/Work_order.png)


Choose **Filters** to filter the orders based on **Country/Location**, **Campaign**, **Revision** , **Main Work Center**, **Process Name**, and **Planner Group**. Once you set your filters, choose **Apply**. You can also choose **Save filter group** to save your filters.

You can also filter the orders by **All**, **On Time/Early**, **Watch**, **At Risk**, **Late**, **Delivered**, and **Site Delivery Forecast** status. For example, if you choose **Late**, you will see all the orders that are currently late or delayed.

You can use the **Search** field to search by order or material number and use the *Sort* option to sort the orders. You can sort them by any of the headers but by default, the orders are sorted first by **Site Delivery Forecast** and second by **Order Priority**.

The **Orders** page, displays the following from your ERP or source system:

[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/work-order-dashboard.html)

## Viewing order materials
<a name="materials"></a>

You can view all the materials related to a order.

1. In the left navigation pane on the AWS Supply Chain dashboard, choose **Order Planning and Tracking**.

   The **Order Planning and Tracking** page appears.

1. Use the expandable **Comments** feature to do the following:
   + Add a comment (under 400 characters).
   + Edit or delete a comment.
   + See other users' comments.  
![\[Comments feature on the Orders page\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/comments-orders.png)

1. Expand the order you would like to view.

   The **Materials in Order** page appears.    
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/work-order-dashboard.html)

1. Choose the **Material** you would like to view in-detail. The **Material Summary** page appears and displays the summary of the material. You can use the same **Comments** feature mentioned in step 2 to add, update, and view comments.  
![\[Order material summary - working forwards process\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/Insights_order.png)  
![\[Order material summary - forecasted completion\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/working_backwards.png)  
![\[Order material summary - working backwards process\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/working_backwards_new.png)  
![\[Comments feature on the Procurement page\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/comments1.PNG)  
![\[Comments feature on the Procurement page\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/comments2.PNG)

   You can view the current milestone for the material and the recommendation AWS Supply Chain provides for each milestone.     
[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/work-order-dashboard.html)

1. Choose **Copy shareable link to clipboard** to share the material summary dashboard.

1. Choose the **Edit** icon to edit the material summary view. Slide the data entity button to view the data field on the material summary page.  
![\[Edit material summary page\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/edit_material_summary.png)

   You can drag and drop the data entities to rearrange the date entity view on the material summary page.

1. Choose **Save Changes**.

1. Slide the **Show Completed Milestones** button to view all the completed milestones for a material.  
![\[Viewing completed milestones\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/completed_milestones.png)

# Procurement
<a name="configuring-procurement"></a>

You can view the procurement details for all the items ordered as part of a order. By default, you can view the supply chain processes for procurement and you can use the filters to view a subset of procurement processes. You can select the **Material Name** to view the corresponding procurement summary.

In the left navigation pane on the AWS Supply Chain dashboard, choose **Order Planning and Tracking**. The **Order Planning and Tracking** page appears. Choose the **Procurement** tab.

![\[Viewing the procurement details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/Procurement.png)


You can choose **Filters** to filter the orders based on **Country/Location**, **Campaign**, **Revision** , **Main Work Center**, **Process Name**, and **Planner Group**. Once you set your filters, choose **Apply**. You can also choose **Save filter group** to save your filters.

You can also filter the orders by **All**, **On Time**, **Delivered**, **Watch**, **At Risk**, and **Late** status. For example, if you choose **Late**, you will see all the orders that are currently late or delayed.

You can use the **Search** field to search for the required orders. You can sort them by any of the headers but by default, the orders are sorted first by **Site Delivery Forecast** and second by **Work Priority**.

You can use the expandable **Comments** feature to do the following:
+ Add a comment (under 400 characters).
+ Edit or delete a comment.
+ See other users' comments.

![\[Comments feature on the Procurement page\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/comments-procurement.PNG)


The **Procurement** page, displays the following from your ERP or source system:

[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/configuring-procurement.html)

# Logistics
<a name="configuring-logistics"></a>

You can view the logistics details for all the items ordered as part of a order. You can select the **Material Name** to view the corresponding material summary for any supply chain process.

In the left navigation pane on the AWS Supply Chain dashboard, choose **Order Planning and Tracking**.

The **Order Planning and Tracking** page appears. Choose the **Logistics** tab.

![\[Viewing the logistics details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/Logistics.png)


You can choose **Filters** to filter the orders based on **Country/Location**, **Campaign**, **Revision** , **Main Work Center**, **Process Name**, and **Planner Group**. Once you set your filters, choose **Apply**. You can also choose **Save filter group** to save your filters.

You can also filter the orders by **All**, **On Time**, **Delivered**, **Watch**, **At Risk**, and **Late** status. For example. if you choose **Late**, you will see all the orders that are currently late or delayed.

You can use the **Search** field to search for the required orders. You can sort them by any of the headers but by default, the orders are sorted first by **Site Delivery Forecast** and second by **Work Priority**.

You can use the expandable **Comments** feature to do the following:
+ Add a comment (under 400 characters).
+ Edit or delete a comment.
+ See other users' comments.

![\[Comments feature on the Logistics page\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/images/comments-logistics.PNG)


The **Logistics** page, displays the following from your ERP or source system:

[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/configuring-logistics.html)

# Troubleshooting
<a name="Troubleshooting"></a>

This section contains information about how to troubleshoot order planning and tracking issues that may occur.


| Issue | Resolution | 
| --- | --- | 
|  Order planning and tracking page is blank  |  [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/Troubleshooting.html)  | 
|  A specific column is not displayed under orders or order lines  |  Hover over on any column name and select the three vertical dots. Choose *Manage columns* and make sure the required column is selected.  | 
|  Column or field values are not displayed under orders or orders insights  |  [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/Troubleshooting.html)  | 
|  A column or field is not displayed under Material Summary  |  [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/aws-supply-chain/latest/userguide/Troubleshooting.html)  |