Embedded Files
Frequently Asked Questions
Q: How do I manage the notifications associated with late internal due dates?
A: Internal due date notifications go out automatically once the internal due date has passed.They are delivered, as iMails only, to the Customer Salesperson and Account Manager. There is no way to change the notification deliveries, other than removing the user from the Salesperson or Account Manager assignments.
Q: I just added a new customer, however I need to add a new country. How do I do this?
A: To add Country go to system setting 602
Q: Is there any way to pull up the work order back log and have it populate by work order due dates?
A: There are two possible Open orders report. The Work Order back log report is an older report that to do any filtering would require a report change. There is also available if you do not already have it an Open order by Customer report. This report is a grid based report which would allow you to filter on the columns. Once again if the filter for the report need to be change it would require the report to be modified.
Q: How does the field "Alloy Form" used to pre-populate entries? How does it work with part numbers?
A: Alloy Form is a free text field available at the Customer part and work order part level. If it is populated at the customer part level it should flow to the work order.
Q: I am trying to access Production Pathway with my computer and I get a message stating "To authorize this computer to access Production Pathway, enter the authorization key. " Where do I get that key?
A: You can find that under System setting 626
Q: How does BlueStreak handle split lots?
A: In tracking you track the load quantity, So if you track only part of an order through an operation the remaining part are still available. Then all data questions and load information is logged to each load.
Q: I would like to print a pictures on the job cards. I know how to put a pic in the media but not on the job card.
A: Media attachments: If media (jpg) is attached to the work order part it should print on the bottom of the job card.
Q: On notification for example "work order on hold for x days", where do I determine what x number of days is?
A: Via system setting #22
Q: I'm trying to add a trucking company to our ship via options -- I've added them to the carrier list, is there another step I need to do to have it show up as an option?
A: If you want to use it as a ship via it need to be added under setup - List -Types - Type: Shipping Sub-type - Via. Item added under Carrier relate to the Bill of Lading.
Q: How do I edit/ delete the certification statement?
A: Click on link to access a document that answers your question:
Q: Once created shipment, it says shipment completed. Then customer comes to collect, so we click on 'set delivered status' ; but when looking at the list of all work orders, we cannot tell which have been collected and which haven't yet...where do we see that/how can we tell the difference?
A: Your shipper document identifies what hasn't been picked up.
Q: Can you add parts with different finishes/process to one work order?
A: A work order has a single process on it and all parts follow that process. Parts with different processes go on different.
Q: How to add another container type to the drop down list?
A: Setup / System Types
In Type category, select Order
In Sub-Type category, select Container
Click on Add to build out your full container list
Q: We have a user that has all of the SystemManagerOperationPricing and most of the WorkOrder permissions, but cannot add operational pricing to an individual work order Order Operation Pricing. What permissions do they need for this?
A: You will find 2 new roles: WorkOrderOperationPricing_Edit and WorkOrderOperationPricing_Read. These will control the pricing link and editing for Order Operation Pricing on the Order Process page. This should eliminate the previous confusion and allow better control of this feature. Anyone in the previous roles will be automatically added to the new roles.
Q: We just noticed that work order numbers jumped suddenly from 94518 to 95516 (a thousands numbers) with no reason. We need to know why this happened and how we can avoid this happening again ?
A: The skipping of "identity" values, which are used for Work Order numbers, is a known occasional behavior of Microsoft SQL Server and can happen when the server is restarted. Typically it is a skip of 1000 numbers because it is caching 1000 values in memory and they become "used" if the cache is not cleared completely when the server is rebooted or SQL Server is restarted. Our servers get regular security updates which usually require a reboot, and occasionally this number skip will occur. There is nothing we can do to completely prevent this. If you are concerned about an auditor's reaction if they "see" this number skip, simply make note of my explanation and they will be satisfied, if not have them contact us.
Q: We do not ship our internal work orders. So, how do I clear the work order from having the status "Open" under the customers open work orders?
A: If you do not want to account for the rework order, Invoice it. You can do this from the general page of the order and set the date out. You will probably want to update the order status as well. But setting the date out will remove it from open order reports.
Q: How do I stop equipment that is selected during tracking from flowing down to the cert?
A: Please look at system setting #657, that should be the correction you are looking for.
Q: How do we close off (mark as cancelled) an order that has been booked in but cancelled by customer or by us (if could not do)?
A: On the General page of the work order, under status, choose 'cancelled'.
Q: When creating a certification, I clicked "email cert" . The cert was not approved. A window popped up that said I was trying to email a non-approved cert and that a note was being made. Where does this note live?
A: The note would be save as a note to the certification. The note does not generate till you click the send of the email.
Q: We were getting rid of one of our blast operations and I went into references and changed all the items it was linked to. Then someone asked why, and what happens if we don't do that.
Would the inactive operation still show up in the process on the work order?
A: If the operation is already part of a process, quote or CAPA, there is several more orders. it would still show. The active or in-active only prevents you from being able to add it to anything new.
Q: Is there a way we can stop the job from being able to track through a certain operation (such as Hardness Testing or EC Testing) if there are not enough inspection results entered?
A: Yes, at a control plan characteristic you can now specify at which operation, limit it to only that operation and even limit the number of results that can be entered.
Q: How do we keep the weight from showing up on invoices for Thermocouples?
A: By pricing the T/C as an each price you are causing the calculation. Try pricing them as a Lot charge the same way you do a certification.
Q: Is there a way to batch add media to multiple work order numbers?
A: The only option we have for attaching media to multiple orders at the same time, Would be to attach the media at the operation - Load, An example would be you have to take a load photo and when you attach that media to the operation - Load on any of the orders, It attaches to all orders in that load.
Q: In the customer shipping address area. When you have multiple shipping addresses, and you have (1) marked as the primary, shouldn't that address automatically populate a BOL or be noted on the BOL as the primary ship to address? Currently it does not.
A: What it does is based off of the first shipper added to the BOL it will get that shipping address. It does not seem logical if you have multiple shipping address that you would put them on the same BOL.
If the Shipping address needs to be edited on the BOL, it can be by selecting from the drop down list of customer shipping address or by manually typing in the address
Q:Could you please remind me where I go in Blue to view the LLS that I added?
A: SETUP / SYSTEM / COMPANY
Q: We're having an issue with our Order Entry personnel who don't seem to be generating work orders in a timely manner. I was wondering if there's a report or another way I can verify an employee's activity...for example when they print a work order.
A: This is the report available " order count by user" Orders enter in a time frame count. If the OE person is doing tracking there is also Employee, Daily Operation Load Counts for who tracked what. Additionally, if you look under the event/error log it will show when someone has logged in; instead of under the users were it only shows the last login. Lastly, you as an admin in the system can go under recent item, you can pick any active user on your site and see recent activity.
Q: Can you somehow close out any order older than December 2018 that are waiting for the Shipping operation? When I search the Shipping operation or work center report it shows around 31,000 orders waiting.
A: PP clean out. Please go to Setup - Data Tools - Report Exchange find and download. Remove Production Pathway Orders that are Invoiced (Grid)
This report is designed to remove any order that has been invoiced from Production Pathway.
Q: When we create an order and the delivery performance date is not completed (when we use the "copy to new" feature, when we have new customers that do not have a "default delivery date", etc.) there is not due date show on production pathway.When we go back in and add a due date to Delivery Performance Date, the orders sort in production pathway according to the due date, but the date itself does not show up. The date does show up if entered in Promised or Requested. Is it possible to have the date show up when entered in Delivery Performance?
A: If you go to Setup - Data Tools - Data defaults - Location - Production Pathway Group - General. Under that you will find fields that can be made active, One of them is for Delivery performance. Once it is active, if populated it will show in Production Pathway. Is that what you are looking for?
Q: Why are some status's green and some red on the Work Order Backlog Report?
A: Both are Production Pathway status. Green Status will be active loads should also be show the piece of equipment used. Red Status will be available at an operation.
Q: When a purchase order number is added to the work order after the work order has been generated, the purchase order number does NOT flow to the BOL. It does flow to the invoice, but does not flow to the BOL.
A: The PO number for the BOL probably comes from the Shipper, and if you add a WO PO after a shipper is added it will not be on the shipper. As long as the PO number is added prior to the shipper being added, it does flow to the BOL. If the shipper has already been added, you will either need to delete and re-add the shipper after the correction is made or you will have to manually add the P.O. to the shipper to get it to flow to the BOL.
Q: I have a certification that was created only allowing only 3 line items on it. I have 4 line items under my quality data in which I need to show on certification. Again, it was carried over to the certification upon creation.
A: The only thing that would prevent a characteristic not to flow to the cert is if the characteristic was mark as exclude from certification.
Q: How do you setup fiscal period calendar? When I go to setup it is not highlighted as an option. I tried to batch invoice and it gave me an option. After clicking on it putting in the dates nothing happens.
A: If the fiscal calendar info is not highlighted, then you most likely do not have the role/rights to do that.
Q:Can I set up by customer how many copies needed of shippers etc. when printed, or does every customer have to be the same?
A: No, it is a system wide setting. It can be found under Setup - Data Defaults - Order - Shipments
Q: I noticed 2 Data Defaults under Order, OrderPart called SerialNumberTemplate and AdvancedSerialNumbers.
Please explain the functionality behind both of these fields.
A: These are new functionality geared towards manufacturing, Serial Number Templates, the ability to have an auto generated serial number for every part on a work order based off of a controlled naming convention and specific serial number rules. Advanced Serial Numbers is the Module name and also the field to show advisability on pages.
Q: When I run a plant activity report it looks like most the work I did today registered as work done yesterday.
A: At the Invoice Rapid add page, are you sure you didn't change the invoice date to yesterday, by accident. That is a sticky date. Meaning if you change the date it will remember it for Invoice Rapid add as long as you are logged in the system. I did look at your invoices and everything you added today does have yesterdays day.
Q: Some 'active' jobs are not showing up in the 'active' tab of the work center in production pathway, only in the 'all' tab.
A: The reason that WO does not show in the "Active" list is there is no active load running for that WO. Having some labor being tracked does not cause it to be in the Active list. Typically, when there is labor being tracked, there is also a running (active) load.
Q: Can I pick which readings will show on a cert without deleting them?
A: Yes, on the certification quality page there are check boxes available to hide individual characteristics.
Q: Is it possible to attach media directly to a Customer Purchase Order? I am only seeing the Customer Parts as an option for attach points. In the case I'm looking at, a single PO covers multiple parts (in some cases 20+ different parts) and I'd rather be able to attach the image of the PO to the PO directly rather than having to attach it to each part separately.
A: If you are referring to a blanket P.O. for a customer. Yes it could be added under the customer P.O. section and then attach the media to it there. Then every time it is used on an order, the media would copy forward. If you are referring to a P.O. that comes in and you are going to us it for a single or perhaps several different order, ( but never use it again after that) I would attach the P.O. as Order media to each related order.
Q: We have a statement on a 3 page document (terms and conditions) that we would like to have attached to the P.O. Can you attach a multi-page document to the P.O.
A: Yes you can.
Q: Where in the User Guide does it explain how to add Sales Tax to an invoice??
A: First, System Setting 8 defines the default sales tax for all customers. Second, on the Customer Settings page, you can change the sales tax for a single customer. Third, On Setup>Operations, you must specify which operations are taxable. After that, a sales tax line will show up automatically on the invoice details of a shipper added to an invoice, that includes all taxable operations.
Q: Regarding Work Order# 288 in our system, do you know how the Inspect Op (Op 2) may have been bypassed in tracking? I will interview the operator this afternoon to see if he remembers anything unusual about this job, but the "Tracking Optional" box is not selected for this Op.
A: The operation was not marked "trackable" so the parts skipped over the operation. You can see that clearly in the WIP, the row for step 2 is greyed out, indicating it is not a trackable step.
Q: How come part image doesn't show up under parts? Part image is selected in columns. It shows in media that it was added.
A: Adding media to a Part and having a "part image" are two different things, otherwise every media doc you add to a part would be included as it's "part image". When you add media to a part, you have the option to make it the "part image", otherwise it is not. If you want to take existing media and make it the "part image", then open the part media, select the row you want, then click "Set as Part Image".
Q: I'm finding that load status' are not always being started and stopped as the should be. Is there a system setting that I can use that will prevent Final Quality Inspection Data from being put in UNTIL the load has been both started and stopped? If not, what is your suggestion?
A: You can require that a quality characteristic is completed before a operation is completed (load end) - in the near future there will be a feature that a characteristic can only be entered when parts are at a selected operation. You can require parts to be available at a selected operation before a shipper can be added. You can prevent a shipper until a certification has been added. You can prevent a shipper or Certification until enough characteristics are entered.
Q: We are getting an error message on our packing slip. This is a COD customer with a nonconformance. Something with that?
A: There is malformed HTML in the concession grated note. If you open the note and do a minor change and save it should fix itself.
Q: When I do rapid add invoice after creating and closing the invoice, system kicks me out of the rapid add window. This is unique to my login.
A: There is a checkbox on the page: (Open Invoice(s) in new window). If this is checked, a new window is opened to show the invoices, otherwise, the rapid add is replaced. This is a user preference, meaning it will be remembered between sessions. However, there was a bug in a previous version of Bluestreak that prevented new values from being saved. Please check the box and verify things are working correctly between sessions.
Q: Is there a way to change the time we are receiving NO ORDER ACTIVITY notifications? We are receiving them around 830am and we need these before 530am EST. This would also be true for Concerns, No Maintenance Order Activity and all other notifications.
A: There are 2 system settings (100005 and 100007) that specify the time and days to run the notification routines. There is one each for weekdays and weekends. Previously, this was done using a Sql Job in the database. That change recently to use the application itself. The settings are currently not user editable. That was not intended to be the case. With the June (2018) release, you will be able to adjust the time.
Q: I believe you guys said you (Bluestreak software) were ISO compliant. Is that true?
A: Bluestreak is not ISO Certified. However, we are a software of choice to be used by organizations that are going for or being audited by the various certification organizations.
Q: I was curious, is it possible to have our system automatically email the customer a copy of the shipper and cert (if applicable) when the order is invoiced?
A: The shipper and cert can be automatically emailed, but not as the result of an Invoice action. These two notifications may be used to send a cert or shipper:
- Order: Certification Approved; Upon Approved Cert.Order:
- Shipment Delivered; When a shipper is marked as delivered.
Q: When splitting an order, through Pathway, if only part of the order is in the shipping operation and a shipper is generated, the shipper is for a complete order. Can we make it so that when a shipper is generated, it is only for the quantity that is in the shipping operation?
A: At this point, we can only prevent the shipper from being created if a single part of the order is not available at an operation marked auto shipping tracking. I do not think what you are asking for is unreasonable. It has been our users that have not wanted that type of control.
Q: I have noticed recently when working on process masters, the edit toolbar is not available. It is available once the operations are on a work order.
A: The editor is present when you click-in the operation to be edited. One thing we have found. If your screen zoom is set at anything other than 100% the edit bar can and will float about the page. If you are not seeing it, my quess is the toolbar is opening below what you have on screen.
Q: I have a question regarding cert amendments. There's a cert that needed corrected quality data, but there's no way to correct (that I can see) it without deleting the original cert. Is there a way around it?
A: Just add an amended cert, make the changes and re-approve it.
Q: Would you be able to tell me how I would go about to change the email address our certs and shippers and container labels go to for a customer of ours?
A: Change (update) the email address on the Customers general page, specifically in the address for 'Billing'...this will change future certs, shippers, etc., but would not change existing certs, shippers, etc.
Q: If an order has multiple line items where each line item has a control plan, and the process is changed, I find that the control plan is removed from the second line. Why is that?
A: System is trying to rebuild the control plans as it should. As a result, you'll have to re-do the second line control plan.
Q: When doing a purchase order, is it possible to add a negative number for like using a discount amount?
A: No, PO's do not support a negative number to reflect a credit or discount. I would suggest a detail line with actual price, and a mention of the discount under the description field.
Q: My text editor doesn't open on the page like it use to? Drop down menus are being affected as well?
A: Watch this short video on 'Floating Text Editor'.
Q: How do I pay my Invoice online?
A: Q: Watch this short video on 'How To Pay Your Bluestreak Invoice Online'.
Q: How do I get help?
A: If you have a question, concern or find a problem, submit a Help Request. This will create a Concern in our Bluestreak site (yes, we use our own software).
Q: I deleted an Order. Can I get it back?
A: Yes. Selected items may be restored after they are deleted. See Recycle Bin.
Q: What is the Delivery Performance Date and how is it populated on the Work Order-General screen?
A: The Delivery Performance Date is derived from one of two places. If there is a "Default Delivery Days" assigned for the Process, it will be used to ADD that number of days to the Order Date to create the Delivery Performance Date. If it is not defined on the Process, then the Customer-General screen "Default Delivery Days" is used for the calculation. If neither Process or Customer "Default Delivery Days" is defined, the Delivery Performance date will NOT be automatically defined. It is typically used to determine the on-time delivery performance if there is not a defined "Promised Date" on the Work Order.
Q: I would like to delete a priced operation from a quote, however I get a database error when I try to. How do I get rid of the priced operation on the quote?
A: The quoted operation is already connected to one or more work orders and therefore cannot be deleted. You can either find all of the work orders that have the priced operation and remove it, then delete the operation from the Quote, or just copy the quote to a new quote, expire the current quote and remove any quoted operations you want on the new customer quote.
Q: How do I prevent some people from printing a report?
A: First you need to determine a Role that the person(s) do not have. Look at Setup>Users>roles , when you have determined a role that the person does not have that you want to use, then go to Report Definitions and look for the report(s) you want to limit access to. Edit those and copy the full name of the Role into the "Read Permission" and click Ok to save. That report will now require a user to have that Role to run the report and therefore print it.
You can also assign a Role to a category or group of Reports, by going to "Setup>Report Categories" and assigning a "Read Permission" to the category. Then every report within that category will automatically require the user to have that Role in order to run the report.
Q: What are the steps to create a new process in Bluestreak?
A: Review the basic 'Process' video. See Video.
Q: How do I get media to print at the end of a work order? I have .jpg or .jpeg in my notes. I want the pictures attached to a work order to print.
A: Media (jpg or jpeg) needs to be attached to the order parts to print on the bottom of the work order, limited to 6 pictures
Q: Getting an error message (invalid printer specified) when trying to print a certification from Bluestreak.
A: Based on the error, someone either renamed or deleted the printer (driver) that was being used by Bluestreak on the server. The printer was named "Bluestreak".
Q: Is there any way to get just one notification that a quote is expiring, instead of getting it sent every day?
A: The notification is set to remind you until you do something with an expiring quote. There is not an option for one notification only.
Q: A previous update of Bluestreak stripped away the formatting when exporting to excel from a gridview in work order search. Is there a way to get the formatting back when exporting?
A: The old exporting was actually exporting HTML into a excel sheet, which caused problems for many people. We changed it so it actually exports just the data into a excel sheet. We'll see if we can get that variation back in a future release.
Q: I am trying to change the "remit to" address on the Invoices that we mail out. Where is that info located?
A: Under Setup>Company.
Q: On a quote, I would like to uncheck "End date" so it is not required, however the system will not let me. We would like to not have an expiration date on quotes.
A: End date is required and cannot be left empty. If you want a quote to last for a long time, then put a date way out in the future. You can set a default end date based on the start date, make it 10 years later or something.
Q: I get a general database error when I go in to try to change/add the process. Also when I try to quick print it. Or do anything to it.
A: The customer on that work order has an incomplete shipping address.
Q: Get an error sometimes when selecting a process in rapid add... not always this process... So far, I've been able to just click OK and proceed without a problem.
A: It is related to the characters you are typing in. If you use HTML or Java Script reserved characters it could cause a problem. For instance using $ < > ' " and others *may* throw an error like this.
Q: All workstations but one, can not print. Print preview in the past popped up and then the print would begin. Screen blinks and then goes back to previous screen with no print.
A: Look for popup blockers on the browser.
Q: We have been having issues with our Bluestreak being extremely slow.
A: Would recommend to work with your Internet Service Provider (ISP) and resolve the issue. This is a symptom associated with a customer ISP rather than a Bluestreak issue.
Q: Is it possible to omit a line on the work order without deleting it? I know we can omit at the pack slip level and was curious if there was a way to do so at the work order level as well.
A: If you mean order information that you would not want to show on the printed report, yes
Q: Is there any way to price by the number of containers on an order? Example: we charge by the container/box when we use our truck to pick up & deliver parts. Is there any way to get the number of containers to follow through to the invoice? This would not be for every invoice, just the ones we pick up and deliver to.
A: We do have a feature for Shipping rates, It does take interaction with the shipper after it is set up to get charges to flow to the invoice. Contact Bluestreak for further information on feature.
Q: I have a customer who is having trouble finding their PO's on the Customer Portal. Is there a help guide or anything I can send on how to search with the filters?
A: Just have them view this quick video on filtering. https://drive.google.com/file/d/0Bx4vvVfZ6EAAZmo4RHpYOHBJOG8/
Q: Is there already a way to have Bluestreak print two copies of a Certification, the same way that you can have it print two copies of the Shipper?
A: This can be done, but we would need to setup a new data default for the print copies, modify the report and add at least one stored procedure to do this. This is billable work to customize. Contact Bluestreak for further detail.
Q: I'm trying to add our holiday schedule on quotes footer but I'm not able to have it show up on quote.
A: Setup>System Settings>at Settings Name type in "Quote" and click on Search> at drop down, choose ID 400 or 403 to modify text on 'Footer' or 'Header'
Q: When I add a work order I get this in front of all customers - [c]. Can you tell me what this means.
A: The designation [c] means 'customer'. The designation [p] means 'prospect'. These designations were introduced so it would be a quick identifier of a company's status - customer or prospect
Q: What does the customer see with regards to the customer connector and what do they see in the reports.
A: You can see whatever your customer sees on Customer Connector by logging into it.
Q: Is there any way to copy a quote to a new customer?
A: No. You can copy a customer part to another customer. You can copy a quote then change the customer PROVIDED you do not have any customer specific parts on the quote. So the answer is no, you will have to rebuild the quote for the new customer. The database will not allow that by design.
Q: Is it possible I can turn off email notifications on the CAPA’S?
A: You can manage the CAPA notifications under the notification tab of a CAPA. Each one will have to be managed individually as we do not have a setting to shut them off on the system level. Also notifications of a CAPA do get turned off after you close the CAPA.
Q: I tried to delete a quote that I copied. There was a note on it about removing media. I could not delete this note (got an error about specification), therefore could not delete the quote. I have since gone in and changed everything. Just wondering why it wouldn't let me delete the note.
A: The note can not be deleted because it is a specification type note. Generated when media was deleted from the quote.
Q: When I enter an order at rapid add I am having to enter the entire first name of the customer before it will pull the customer up. In the past, I could just type in the first three letters and it would pull all the customers up with those same three letters.
A: We did not change that feature. It still works the same way as before. Your site has been recently updated so you may want to clear your browser history. Close all pages and try again.
Q: When sending Invoices to a specific customer they are receiving 4x copies of the same invoice?
A: It looks like it could be a bad email address. If you have multiple email addresses listed and one is bad, the system will keep trying to resend 5 times. To all addresses. Please correct/remove the wrong email address and try again.
Q: Having an issue with Rapid Add Invoice and the customer field getting stuck "loading" since last update. I've cleaned cookies etc.. still an issue. We noticed a decrease in productivity and an increase in time being spent with invoices when I have to add a few more clicks just to get the area to reset to move to the next customer.
A: It's possible your server my need to have updates done or at least a restart. Also, check with other Bluestreak users in your company - are others having the same issue?
Q: I can't print from BS. When I click on email or quick print, the screens don't pop up. Other people in the office printing capabilities are working fine, but mine isn't.
A: Please make sure you are allowing popups to the site.
Q: I noticed 2 days ago I am no longer receiving the emails when new work orders are entered. Now we have Customers calling saying they are not receiving the quotes that are being emailed out of Bluestreak. Please advise how this can be fixed.
A: Something has changed on your end regarding your email server, so please check with whomever manages that for you. We can assist your IT person if he wants, but our time is billable for this type of support.
Q: An employee was starting a quote and noticed that the customer he was looking for wasn't showing up in the customer drop down when he searched for it by name. (The first step in generating a quote). Then we realized that there is a (c) appearing before some of the customer names so the search field isn't working properly.
A: If you start with a "blank" search text and begin typing the search text it works as expected. The "[c]" is there to differentiate Customers from Prospects.
Q: We recently had an update to our system and I am unable to enter a customer name when adding payments. When I type in the name and hit enter the name of the company is not saved so that I can continue with the payment information as it was received.
A: If when adding a payment you type the customer name until it is the only selection available and hit enter it will select that customer, If there is more than one to choose from, it will not select any customer.
Since you have been recently updated. Please clear your browser cache/history/temporary internet files/etc., completely close all browser sessions then try logging into Bluestreak again and re-test.
Q: We have some jobs that have been shipped out of the system in the past showing back up in the work order backlog. We are not sure what is causing this.
A: If an order has been shipped complete it should come off the report. All of this is controlled from the date out on the general page of the order. So if the order has been shipped complete but the date out has not been set, the order will still show on the back log report.
Q: When adjusting the column headings in Bluestreak under part information the system remembers the settings and i do not need to reset them every time i look at part number data. In Production Pathway if i reset the part number columns the way i need them the system forgets the setting and goes back to the default settings the next time i load an order and look at the part numbers.
A: In Production Pathway, we have not built in the ability to save user preferences. It may be something we could add in the future.
Q: How do I add a payment term?
A: Under Setup>Financial>Payment terms.
Q: When assigning roles how do I allow supervisors to see reports but not allow them access to any sales or invoicing reports?
A: You would first need to make sure that reports you do not want people to see are in a report category that is controlled by a role, Accounting report read as an example. Then if you do not allow a user to have that role they should not be able to get to any reports in that category.
Q: I’m creating a quote and when I enter the name and email, the name isn’t saving. It shows up blank on the actual quote.
A: We have not supported free texting a contact onto a quote, and having it save. You should be adding the contact if they are not already in system. This can be done via the contact link.
Q: Is there any way to e-mail out statements automatically? Can that be done for all customers?
A: You can set up under report, to schedule a report to run and be emailed to a customer, but there is no function that would email a customer statement out to all customers on a given date.
Q: COD fee is not listed on customer master anymore so COD customers are not automatically getting COD fee added to invoice.
A: The COD Fee which used to be on the general page of the customer has been moved to the settings page of a customer. This is also where you can control customer level subject lines for emailing.
Q: We have been slowly pushing the Customer Connector and have been asking for feedback. We had one customer ask us if it is possible to alert her that there is a new invoice to be down loaded when she logs on.
A: I would do this through a notification, so she can get a notification when there is a new Invoice that had it's status changed to "Approved".
Q: On the work order form I don't see a place to state what spec (if any) we are heat treating our jobs to...On our current form we have a space designated specifically for this and its labeled "Specification"...Here we state whether we are processing to a specific spec, or purchase order, or blueprint requirements. This feature would need to carry over to certification as well.. Let me know if this feature is possible.
A: We have a module that does all this called Specification Library. However, on the Certification page of an order there is a 'specification' field you can populate to achieve your desired results.
Q: When I entered a Payment, I entered the date of 12/19/19, rather than 12/19/16. This period isn't open yet, so I can't change it. What do I do?
A: Add the Fiscal Calendar year for 2019, and then you will be able to fix the payment.
Q: The due dates we enter will be tracked by system...(i.e. default 7 days)....If the due date gets pushed back (due to new customer arrangements or events out of our control), how do we update due date in the system so these jobs will no longer show late?? Currently we just update and we get something in writing that the customer is ok with change, but how does this system get updated?
A: All work order delivery dates can be managed from the work order general page. In order of priority - Promised, Requested and then Delivery performance. To document changes I would suggest you add an internal note to the work order.
Q: Cross section thickness is a very important feature on our work orders...It tells the heat treater how to proceed with job based on not only thickness of load but also thickness of part. Does this feature exist??? If so, how do I turn on?
A: Yes, we have a part information field called cross section. Can be enabled under customer and work order parts, Data defaults. Contact Bluestreak for further assistance.
Q: When certifying a job....Sometimes we report in two different scales due to conversion required. (I.e. 79.0-80.0 HRA (56-58 HRC)...How do I report these results using this program?...I'm under the impression that it's either one or the other.
A: With the basic modules it would need to be one or the other. We do have under our Advanced Quality module the capabilities for converted valves, rounding rules, sampling plans and SPC options.
Q: I see a date that is self populating itself...Sometimes it populates before or after promised and requested date...It's the performance delivery date.. What does this do?
A: There are 5 Dates on the general page of an order.
Date In. The day the order was added.
Date Out: Day that the shipper was added, Complete shipper.
Requested Date: Is being set by a data default. can be user edited.
Promised Data: Is being set by a data default. can be user edited.
Delivery Performance Date: Being set by default deliver days for a process or customer. Whichever is greater.
Q: How do I enter multiple parts numbers on one work order? Is this feature supported?
A: From the Rapid Add order page you add the first part line to the order. Once saved, you would go to the parts page of the work order and add the extra part lines there.
Q: When using Advanced Spec Library, I cannot get it to save the Last Renewal Date and in turn, it will not show up on the User page when the Last Renewal Date was.
A: By design, you cannot have a Last Renewal Date without some sort of expiration setting. If you are not going to expire a User, then just use the added date as the approval date.
Q: Is there a report that shows all of the rework performed over a time period?
A: There are a couple of ways to find rework orders. We have a management report specifically for rework; not a lot of detail, just totals. Another option, you can search work orders, by a date range and different order attributes (internal or external rework) which may give you some additional useful data.
Q: How can I change a quote into a work order?
A: In Bluestreak we do not change quotes to work orders. Quotes are used for pricing of the work order only and cannot be converted.
Q: I deleted a user the other day and it has deleted everything he has done in Bluestreak history. Is there a way I can get him back and mark him inactive instead of delete?
A: First, please define "everything"; what are you looking for that's not there anymore? Data could be brought back from a backup, but to "surgically" restore specific data will be time consuming and expensive. Contact Bluestreak to discuss details!
Q: How do we change the order of the links in the modules menu? I just installed a few updates and the menu has changed with the addition of the vendor module. I need to know how to rearrange them so that the links are where they were for so long.
A: The order of the menu items is fixed (in alphabetical order). This is not likely to change. For now, our priority is core functionality. We will be adding a shortcut key to our list of items as a future consideration. For now, you can easily add selected menu items to the "Links" menu. These are system and personal link options. This can be your short list of frequently used actions.
Q: Certain invoices are set up thru operations, under certs as a zero charge, yet the invoices have been coming thru as $15 charge for the cert which is the default price. I had already deleted the cert charges from the invoices. Can you tell me what we are doing wrong so I can stop the cert charges from coming thru?
A: The issue is that you have multiple operations in your system, all with the same name and description. Even though a couple of the certify operations are inactive, they still attached to active processes or quotes. These connections need to be cleaned up otherwise you will continue to have pricing problems. An inactive operation, which cannot be connected to anything new, still is an active connection!
Q: How does the inactivity days per WO notifications work? Can we setup those notifications to go to specific people or email address?
A: System setting 21 drives the default for a new WO "Notify Tracking Inactivity Days". Everytime something is tracked in PP, the "Last Tracking Activity Date" is updated in the WO. The "No Open Order Activity for x Days" Orders" notification is generated every morning based on the time the stored procedure is scheduled to run. If the WO has not been tracked within the days specified, it is sent as a notification. This notification works like all other notifications to allow specified people to receive it via an iMail, eMail, text message, or any combination of those.
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