In the Shop Floor overview, you can define fixed filters for each user that control what they see in the operation lines, the capacity lines, and the order lines. A fixed filter is locked, so the user cannot change or remove it themselves. This lets you permanently hide data that should never appear in a user’s view, such as subcontracting work centers or production orders within a specific number series.
You set up fixed filters from the Shop Floor Setup, where you choose between fixed operation filters, production filters, and work center filters. After deleting a fixed filter, you have to leave the Shop Floor overview and re-enter it before the change takes effect.
What fixed filters do in the Shop Floor overview
If there is data you always want to filter out, a fixed filter handles it automatically every time you run the overview. A typical case is a number series for a specific currency in production orders, or operations you never want to display. Instead of filtering manually each time, you define the rule once and it applies every time the view updates.
Because the filter is locked, the user has no way to change it. If you want certain data completely out of a user’s perspective, this is the way to do it. You can define separate fixed filters for operations, production, and work centers.
Setting up a fixed operation filter
Take an example where you want to see only operations with a manual priority of 20 or higher, and you want to exclude work center number 300 because it is a subcontracting work center that you do not handle yourself.
Go into the Shop Floor Setup and select Set Fixed Operation Filter. The same approach applies to production filters and work center filters. In the operation filter, do the following:
- Find the field Manual Priority and filter for everything up to 19, so those records are removed.
- Find the field Work Center No. and set it to different from 300, so the subcontracting work center is excluded.
This is now a fixed filter. When you update your operations, the data is filtered out of your view, and the user cannot change it.
Deleting a fixed filter
To remove a fixed filter, go back into the setup, open the fixed operation filters, and delete the entries. Be aware that the change does not apply immediately. You have to leave the Shop Floor overview and enter it again, then update operations. After that, the view returns to how it was before the filter was applied.
Q&A
Can a user change or remove a fixed filter in the Shop Floor overview?
No. A fixed filter is locked. The user cannot change it. If you want certain data completely out of a user’s view, a fixed filter is the way to enforce it.
Which fixed filters can you define in the Shop Floor Setup?
You can define fixed operation filters, production filters, and work center filters. Each controls what the user sees in the corresponding lines of the Shop Floor overview.
Why doesn’t my fixed filter change take effect after I delete it?
The change does not apply while you are still in the Shop Floor overview. You have to leave the overview and re-enter it, then update operations, before the change works.
How do I exclude a subcontracting work center from the operation view?
In the fixed operation filter, find the Work Center No. field and set it to different from the work center number you want to exclude, for example 300. The work center is then filtered out every time the view updates.