Accellos - Guide - V60WebDispatch.pdf

Accellos One Warehouse Using Web Dispatch Collect Edition

 Accellos Inc. 125 Commerce Valley Drive West, Suite 700 Markham, Ontario, Canada L3T 7W4

October 2008

Copyright © Accellos, Inc.  All rights reserved reserved

This manual is reserved for licensed users of Accellos One Warehouse. If you are not a licensed user of  Accellos One Warehouse, Warehouse, no part part of this publication may be reproduced, stored in a retrieval retrieval system or transmitted in any form or by any means electronic, mechanical, recording or otherwise, without the prior written consent of Accellos, Inc. The information in this manual is furnished for informational use only, is subject to change without notice and should not be construed as a commitment of Accellos, Inc. Accellos, Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual.

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ABOUT THIS DOCUMENT

 Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii  Accellos One Warehouse Product Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii vi ii Getting Additional Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii Document Document Conventions Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Contacting Accellos Inc WMS Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix CHAPTER 1 USING THE WEB DISPATCH INTERFACE

Starting Web Dispatch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Navigating Accellos One Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4  About the Reports Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Using the Sales Orders Purchase Orders Summary Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Using the Order Order Details Details Screens Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Using Report Report Screens Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Configuring Screen Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Grid Configuration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Filtering Data on Report/Display Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Clearing Filters Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Processing Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Selecting Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Processing Orders from Report Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Using the Right-Click Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Exiting Web Web Dispatch Dispatch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

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CHAPTER 2 PROCESSING PURCHASE ORDERS

 About Processing Purchase Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31  Accessing Purchase Orders in Web Dispa tch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Understanding Purchase Order Actions and Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Understanding Understanding the the Purchase Purchase Order Report Report Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37  Assigning Purchase Orders to Receivers Receiv ers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Closing Closing Purchase Orders Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Cancelling Cancelling Purchase Purchase Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 ‘Receiving’ ‘Receiving’ a Purchase Purchase Order in Web Dispatch Dispatch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Non-PO Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 CHAPTER 3 PROCESSING SALES ORDERS

 About Processing Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45  Accessing Sales Orders in Web We b Dispatch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Understanding Sales Order Actions and Statuses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Understanding Understanding the Packslip Packslip Report Report Screen Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56  Assigning Sales Orders to Pickers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Moving Through Through the Sales Sales Order Cycle Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62  Allocating and Re-allocating Re-allocat ing Sales Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Unallocating Unallocating Sales Orders Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Understanding Web Dispatch Shipping Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70  Waving and Re-waving Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Unwaving Unwaving Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Performing Immediate Shipping Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Suspending Suspending Orders Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Unsuspending Unsuspending Orders Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Cancelling Cancelling Sales Orders. Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 ‘Picking’ ‘Picking’ a Sales Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

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CHAPTER 4 EDITING ORDERS AND WAREHOUSE DATA

Editing Sales Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Sales Sales Order Informati Information. on. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Sales Sales Order Line Line Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Purchase Purchase Orders. Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Purchase Purchase Order Order Information Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Purchase Purchase Order Order Line Details Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Maintaining Maintaining Products Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Modifying Modifying Product Product Information Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Adding a New Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Customer Customer Informati Information on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Modifying Modifying Customer Customer Information. Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Editing Vendor Vendor Informatio Information n. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Modifying Modifying Vendor Vendor Information. Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

86 86 87 88 89 90 91 91 93 94 94 96 96

CHAPTER 5 TROUBLESHOOTING

Using the Log Reports Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Generating Generating the Log Lookup Lookup Report Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Generating Generating the Log Reports Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

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ABOUT THIS DOCUMENT This manual provides conceptual information and operational procedures for the Accellos One Warehouse Web Web Dispatch application. It is highly recommended that you read the introductory companion manual, Overview of  Accellos One Warehouse Warehouse before  before working with the procedures contained in this manual.

 AUDIENCE This document is intended for the following readers: •

Warehouse arehouse superviso supervisors rs or managers, managers, who use the Accellos Accellos One Wareho Warehouse use Web Web Dispatch application for daily warehouse operations and management.

•

Accellos, Accellos, Inc. Inc. partners partners and resellers resellers,, and warehouse warehouse system administrato administrators rs or or IT managers, who need to understand Accellos One Warehouse functions for the purposes of system installation, setup, and ongoing configuration.

This manual assumes some familiarity with basic warehousing concepts, but not necessarily with concepts or terminology that are specific to warehouse management systems (WMS) or to Accellos One Warehouse.

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 About This Document  Accellos One Warehouse Product Structure

 ACCELLOS ONE WAREHOUSE WAREHOUSE PRODUCT PRODUCT STRUCTURE STRUCTURE The Accellos One Warehouse product line is structured struct ured as follows: Collect Edition—The 'basic' or 'easy' edition of Accellos One Warehouse. Collect is designed

to be a true entry-level product. It offers simplified user processes and implementation, while still providing a robust WMS solution. Manage Edition—This is essentially the Collect Edition with the addition of the Kitting and

Multi-Zone modules. It maintains the simplicity of the entry-level Collect Edition, while providing ‘Kitting' for sites that need some sort of production facility and ‘Multi-zone’ functionality for sites that need to use zones for specific purposes such as hazmat or freezers or if they define their warehouse layout using different zones. The Manage Edition also allows you to optionally purchase additional modules, as required.

functi ons of the Collect Edition by adding some of FulFill Edition—Builds on the features and functions the most commonly used advanced features. Fulfill addresses the desire for the most frequently requested enhancements, without requiring customers to buy specialized features they don't need. Growing businesses will find that the upgrades in the Fulfill package provide additional functionality for current and future needs. Optional Module and Toolkits— Since many businesses have specialized needs, Accellos One

 Warehouse  Warehouse offers numerous modules/toolkits that can be purchased individually. Accellos understands that businesses don't want to buy functionality that they will never use or that they don't have the infrastructure to support. Therefore, the product structure allows you to pinpoint and purchase only the modules/toolkits you require. •

Modules Modules are are a standar standard d set of funct function ionss that do not not require require any any additio additional nal development to implement.

•

Toolkits oolkits are used used by our our Profession Professional al Services Services Developme Development nt Team Team to build build custom custom solutions for customers. For example, we have the ability to control carousels and conveyors, but each site requires some level of customization. The customer would be required to purchase the Warehouse Automation Toolkit Toolkit and then a number of days of custom development at our standard PS rates in order to implement a complete solution.

GETTING ADDITIONAL INFORMATION The documentation set is intended to provide a targeted approach information as follows: •

Collect and Manage Manage users users need document documentss designated designated for Collect Edition Edition or have no designated edition.

•

Fulfill Fulfill Users Users and purchaser purchaser of of optional optional modules modules and toolkits toolkits need need documents documents designated designated for the Fulfill Edition, the Collect Edition or have no designated edition.

Depending on your role and the products purchased, you may want to reference some of the following documents:

VIII

•

Overview of Accellos One Warehouse Warehouse

•

 Accellos One Warehouse Warehouse Handheld Handheld Functions

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 About This Document Document Conventions

Document Conventions The following formatting conventions are used in Accellos Acce llos One Warehouse documentation: Conv Conven enti tion on

Expl Explan anat atio ion n

Initi Initial al Caps Caps

Indi Indicat cates es the the nam namee of a Accel Accello loss One One War Wareh ehou ouse se fun funct ctio ion. n. Example: The cartons are sent to the shipping area and, optionally, weighed and scanned with the Carton Shipping function.

 ALL CAPS

Indicates a Accellos One Warehouse system name, such as a bin location or an order or carton status. Example: The order is in the status of SUSPENDED and cannot be processed further until it is released.

Bold text

Indicates text that appears in screen options such as buttons, menus, text boxes, and so on. In the Product field, enter the product number.

monospace text

Indicates text that you must enter exactly as shown. Example: Enter the IP address or machine name of the server running the Web Dispatch thread, or enter localhost if you are running Internet Explorer on the server machine.

italics

Indicates a newly introduced term, emphasis, or a manual title. Example: It cannot be further processed until the dispatcher unsuspends it.

>

Indicates the start of a procedure. Example: To start picking an order: >

CONTACTING ACCELLOS INC WMS CUSTOMER SUPPORT  You  You can contact Accellos Support by by telephone or e-mail. Be sure to have ready your company company name, the version of Accellos One Warehouse you are using and a concise description of the problem you are experiencing  Telephone: 1-800-668-7700 905-695-9999 or 905-337-7190 E-mail: [email protected]

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 About This Document Contacting Accellos Inc WMS Customer Support

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1

USING THE WEB DISPATCH INTERFACE This chapter provides a detailed description of the Web Dispatch application, including how including how to start star t Web Dispatch, and how to navigate and customize the Web Dispatch interface. It also provides an overview of the dispatcher functions that are implemented in Web Dispatch. The following topics are discussed: •

“Starting Web Dispatch”  on  on page 2

•

 on page 4 “Navigating Accellos One Warehouse”  on

•

 on page 17 “Configuring Screen Displays”  on

•

“Processing Orders”  on  on page 25

•

 on page 29 “Exiting Web Dispatch”  on

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Using the Web Dispatch Interface Starting Web Dispatch

STARTING WEB DISPATCH >

To log on to Web Dispatch: 1

Start Internet Explorer. E xplorer.

2

If during installation, Accellos Warehouse One Dispatch was added your browser’s Favorites menu, simply click it. Or, In the address bar, enter the url of the Accellos Warehouse Warehouse One Web Dispatch using the following format: http:///RbDispatch/

 where:  is

the IP address or machine name of the server running the Accellos Warehouse One  Web  Web Dispatch component or, enter localhost if you are running Internet Explorer on the same machine that you installed the Web Dispatch component. For example, http://10.142.154.13/RbDispatch/ http://localhost/RbDispatch/

The Accellos One Warehouse login screen is displayed.

3

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In the User field, enter your user ID.

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Using the Web Dispatch Interface

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In the Password field, enter your password. If you have no data of your own, you can initially use the following default User Names and Passwords, Passwords, which are installed with Accellos One Warehouse, until a username and password has been defined for you. User User Name Name

Pass Passwo word rd

HH

(none)

 Web  Web

(none)

inter

inter

rbship

rbwms99

There is also a default sa user name that is used to log on to the administrative functions on Web Dispatch. The administrative functions are not discussed in this manual. 5

Optionally, in the Language field, select the language you want the interface to display.

6

Click Log In. The Accellos One Web Dispatch home page is displayed.

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Using the Web Dispatch Interface  Navigating Accellos One Warehouse

NAVIGATING ACCELLOS ONE WAREHOUSE The main navigational elements in Accellos One Warehouse are: •

The The side side-b -bar ar Rep Repor orts ts menu menu.. See See “About the Reports Menu”  on  on page 4. 4.

•

The The too toolb lbar ar butt button ons. s.

•

Linked fields — On many reports, reports, you you can click on an underlined underlined value value (e.e., (e.e., a number number or  words) to drill down or link to other reports. NOTE: The screens you can view and the functions you can perform will depend on your permissions. You You may or may not have access acce ss to all the screens and functions described here.

 About the Reports Menu Menu  When you log on initially, the Reports menu is collapsed

Expand the Reports menu, by clicking the expanding arrow icon

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ACCELLOS ONE W AREHOUSE

Using the Web Dispatch Interface  About the Reports Menu

Expand the Reports section by clicking the expand icon

.

The Reports  section includes the following selections: Sales Orders — Displays the

Sales Order summary screen. From here you can view, process and manage sales sale s orders in Accellos One Warehouse. Purchase Orders — Displays the Purchase Order summary screen. From here you can view, process and manage purchase orders in Accellos One Warehouse. Warehouse. Inventory , Miscellaneous , Performance , Picking , Receiving , Shipping —

These folders contain the Accellos One standard reports that include various real-time and historical reports that document warehouse functions and activities; reports that monitor warehouse processes and productivity; inventory, customer, vendor and troubleshooting report.

Custom —

This folder contains custom reports; Accellos One Warehouse Warehouse lets each installation create their own custom-defined reports that allow you to query the entire database to search for specific data.

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Using the Web Dispatch Interface  Navigating Accellos One Warehouse

 Using the Sales Orders Orders Purchase Orders Summary Screens  When you first link to the Sales Orders /Purchase Orders Summary screen from the Reports side-bar menu, the following summary screen is displayed (the example is from the Sales Orders summary screen). List of recently viewed pages. Described in

 on page 10. “Using the Recent Drop-Down Box”  on

“Under on page 8. standing and Using Filters”  on Order display criteria. Described in

Table layout criteria. Described in

“Understanding and Using Pivots”  on page 7.

NOTE: Depending on your configuration and permissions, your display may contain different or fewer elements.

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Using the Web Dispatch Interface Using the Sales Orders Purchase Orders Summary Screens

 Understanding and Using Using Pivots  Pivots are  Pivots are ways of displaying orders by controlling the horizontal/column or the vertical/row organization of records, so that the data is organized according to the selected criterion. For example, selecting a “State” horizontal pivot from the drop-down list would display orders in columns corresponding to the province or state to which the orders are being shipped.

To activate a horizontal pivot, select an item from the following drop-down box:

The vertical pivots can be activated by selecting an item from the following drop-down box:

 You  You configure whether to display horizontal pivots, vertical pivots, both or none, as described in “Configuring the Orders Summary Screens”  on  on page 11. 11.

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Using the Web Dispatch Interface  Navigating Accellos One Warehouse

 Understanding and Using Filters The order summary screen allows you to filter the data displayed in the orders table, by the using following types of filters: •

filter (custom)

•

alert (custom)

•

product

•

warehouse

•

handle

Each of these is described in the sections following. Note that you can combine multiple filters to restrict your displayed data set even more. In addition, you can filter data by configuring screen as described in “Configuring “Configuring Screen Displays”  on  on page 17. 17. Database query statement for all active filters are displayed in the filter status bar.

To clear all the active filters, including alerts, and re-display all orders in the system, click the Clear All Active Filters button .

Filter (Custom)  A filter   A filter  is  is a way of filtering (i.e., restricting) the display of orders according to a predefined criterion, so that only orders that meet that criterion are displayed. Filters must be configured for your system, and are determined by the information provided in the orders. For example, in the figure below, selecting a filter of “UPS Orders” will display only orders that are to be shipped by UPS.

 A default of “All “All Orders” is usually used, unless otherwise configured. To activate a filter, select an item from the Filters drop-down box.

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Using the Web Dispatch Interface Using the Sales Orders Purchase Orders Summary Screens

 Alert (Custom) (Custom)  An alert , , like a filter, is a way of filtering the display of orders in according to a predefined criterion, so that only orders that meet that criterion are displayed. Alerts must be configured for your system, and are determined by the information contained the orders. The difference between alerts and filters is that alerts are intended to be used for urgent criteria, such as a priority customer, or a priority order. They only appear if there are orders in the system for that alert. The total number of orders for each alert is shown to the left of that alert. For example, in the figure below, selecting an alert of “single-line orders” or “urgent orders”  will only show records that have been marked by the host sy stem as being urgent, or orders  with only one line.

Total number of open orders for this alert.

To activate an alert, simply click on the desired alert. Note, however, that alerts al erts are much more process-intensive than filters, and therefore should not be overused.

Product To display only orders with a particular product on the m, you can use the Product  filter. In the example below, only orders with product number LF211 will be displayed.

To activate a product filter, type the product number i n the Product  field, and click anywhere outside the field, or press the TAB key.

 Warehouse  W arehouse To display only orders that belong to a particul ar warehouse, you can use the Warehouse filter. The warehouse is a one- or two-digit code that identifies a physical or logical site from  which you may allocate and pick products.

To activate a warehouse filter, select a warehouse from the drop-down box.

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Using the Web Dispatch Interface  Navigating Accellos One Warehouse

 Understanding and Using Handles Handles  A handle is handle is a name, consisting of any alphanumeric text, that is used to identify an order or group of orders. A handle may be specified in the downloaded orders themselves, or you may add a handle to an order or group of orders in Web Dispatch when you perform a ny action on them, such as allocating or waving. Handles help you follow orders throughout processing in the warehouse, and are especially useful when there are a large number of orders in the system and it is difficult to distinguish clearly between them. The Handle field on the order summary screen lets you enter a handle so that only orders to  which you have applied that handle are displayed. For example, in the following figure, the handle “unallocaug22” was applied to a group of orders to indicate that they had to be rewaved because of an earlier problem. Entering UNALLOCAUG22 in the Handle field here  will display only those orders.

To display orders by handle, select a handle ha ndle from the drop-down box.

 Using the Recent Drop-Down Drop-Down Box The Recent  drop-down box in both Sales Orders and Purchase Orders summary screens lists the most recently accessed sales order, purchase order, order, customer, vendor, and/or product reports.

To link directly to the report you want to view, select the packsli p, PO, customer, vendor, or product number from the list.

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Using the Web Dispatch Interface Using the Sales Orders Purchase Orders Summary Screens

Configuring the Orders Summary Screens  You  You can customize the display of the Sale s Orders and/or Purchase Orders summary screens to suit your needs. The configuration of the Sales Orders /Purchase Orders summary screens are each controlled by a single grid control form. To configure the Sales Orders or Purchase Orders summary screen: 1

Click the configuration icon plays.

Form Configuration for Sales Orders summary 

2

on the title bar. The Form Configuration window disForm Configuration for Purchase Orders summary 

Click the link under the controlid heading (sopivot for sales orders or popivot for purchase orders). The Pivot Grid Configuration window displays.

 You  You can modify the configuration of the Sales Orders /Purchase Orders summary screens as follows: •

In the Visibility section, under Pivots , select/clear the Horizontal and/or Vertical  checkboxes to the enable/disable the display of horizontal and/or vertical pivots. If enabled, the following should also be set: •

•

In the Visibility section, under Pivots selection , select/clear the Horizontal and/or Vertical  checkboxes to enable/disable row and/or column select buttons that allow the Web Dispatch user to filter orders by the summary table column and/or row. Described in “Using Pivot Selection”  on  on page 12. 12. In the Pivots section, select from the from the drop-down lists the Default These are the default pivots that display when the Sales Orders/Purchase Orders summary screen first displays.

Horizontal pivot and/or Default Horizontal pivot.

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Using the Web Dispatch Interface  Navigating Accellos One Warehouse

•

In the Visibility section, select/clear the Alerts and/or Filters checkboxes to enable or disable the display of alerts, filter selection boxes. Described in “Alert (Custom)”  on  on page 9 and “Filter (Custom)”  on  on page 8. 8.

•

In the Filters section, specify default values that should display for the product and warehouse filters, and for handles. Described in “Product”  on  on page 9 , “Warehouse”  on  on page 9 , and “Understanding and Using Handles”  on Handles”  on page 10. 10.

 Using Pivot Pivot Selection The Horizontal and Vertical Pivot Selections options in the Form Configuration window let  you display horizontal and vertical selects. selects. This is another method of filtering orders, this time using buttons that appear in pivot columns and rows. These buttons allow the Web Dispatch user to restrict the display of orders to only those meeting the criterion represented by a particular summary table column or row. row.

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Using the Web Dispatch Interface Using the Order Details Screens

Linking to the Order Details Screens To view additional deta ils for groups of orders, from the Sales Sa les Orders /Purchase Orders summary screen, click on any underlined number in either the # Orders or in the rows represented by the vertical pivot (Process Steps in this case). Click to display these orders.

 Using the Order Details Details Screens  When you click on a number of orders orders in the Sales Orders/Purchase Orders/Purchase Orders summary screens,  you link to the order details screen, as illustrated below ( this example shows the Sales Order details screen from the Sales Orders summary screens): Selection check boxes

Detail headings

Right-click menu

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Using the Web Dispatch Interface  Navigating Accellos One Warehouse

The Sales Orders/Purchase Orders details screens contain the following elements: Element

Explanation

Selection check boxes

Click a checkbox to select an order or group of orders for processing. See “Selecting Orders”  on  on page 25. 25.

Detail headings

Click on a column heading to sort orders in the sequence of the selected heading. For example, click on the Date Required heading to sort orders by date required. The arrow icon indicates whether it is ascending or descending order (depending on whether the arrow points up or down ). The headings displayed depend on the fields that are populated in the orders.

Right-click menu

Serves two purposes: • to selec selectt and and desel deselect ect checkbo checkboxes xes next to orders orders • to per perfo form rm actio actions ns on on selec selected ted orde orders rs.. See “Using the Right-Click Menu”  on  on page 27. 27.

Linking to Reports Screens From the details screens, you can link to detailed reports screens for orders, vendors and customers.

 Viewing  Viewi ng Order Details Details To view additional de tails for an order, from the Sales Orders/Purchase Orders details screen, click on an underlined number under the Packslip or PO columns. Click here to view this sales order.

The Report screen for screen for the selected order is displayed, as described in “Using Report Screens”  on  on page 16. 16.

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Using the Web Dispatch Interface Using the Order Details Screens

 Viewing  View ing Customer Customer Details To view additional detail s for a customer, from the Sales Order details screen, click clic k on an underlined number under the Customer Number column. Click here to view information for this customer.

The Customer Report screen for the selected customer is displayed.

 Viewing  View ing Vendor Vendor Details To view additional detai ls for a vendor, from the Purchase Orders details screen module, click on an underlined number under the VENDOR NUMBER  column.  column. Click here to view information for this vendor.

The Vendor Vendor Report screen for the t he selected vendor ve ndor is displayed.

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Using the Web Dispatch Interface  Navigating Accellos One Warehouse

 Using Report Screens  When you click on an order number in the sa les/work or purchase orders details screens, you link to the Packslip (Sales Order) or Purchase Order Report screens. The following is an example of a sales sal es order. Edit button

Log button

General order information

Line information

Shipping and carton Information Detailed order information Right-click menu

Packslip (sales order) and Purchase Order Report screens contain the following elements: Element

Explanation

Edit button

Click to edit the order.

 on page 86 “Editing Sales Orders”  on and “Editing Purchase Order  Information”  on  on page 89. 89.

Click to display the log report for the order.

Chapter 5, “Troubleshooting”  on “Troubleshooting”  on page 99. 99.

(only available if you have the appropriate permissions) Log button

(only available if you have the appropriate permissions) General General orde orderr inform informatio ation n

16

Described in...

Displa Displays ys genera generall inform informaation, such as customer/vendor data, status, and so on.

WEB DISPATCH FUNCTIONS

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Using the Web Dispatch Interface Using Report Screens

Element

Explanation

Described in...

Line details

Show the status of product, and bins from which the product has been allocated.  You  You can also edit order lines by clicking the Edit link under the Edit heading for heading for the line, if you have the appropriate permissions.

“Understanding Sales Order Line  on page 57 and 57 and “UnderStatuses”  on standing the Purchase Order  Report Screen”  on  on page 37. 37. “Editing Sales Order Line Details”  on page 87 and 87 and “Editing Purchase  on page 90. 90. Order Line Details”  on

Right-click me menu

Performs actions on the current order.

 on “Using the Right-Click Menu”  on page 27. 27.

Shipping/carton information (Packslip Report screens only)

Displays carton serial num- “Understanding Shipping Statuses”  bers, track-trace numbers, on page 58. 58. statuses, and statistics.

Packslip and Purchase Order Report screens also allow you to access report screens for  vendors, customers, products as described previously.

CONFIGURING SCREEN DISPLAYS Most Web Dispatch screens let you configure the type of information you want to display and the way you want it presented. This is a powerful tool that lets you focus on the data that is important to you and your warehouse staff.  Any toolbar that has the configuration icon on the left side, can be customized to meet  your requirements. requirements. The configuration settings that display are are different for each type of screen. Consider the following example of the sales orders details screen for RE ADY TO WAVE WAVE orders:

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Using the Web Dispatch Interface Configuring Screen Displays

>

To configure the screen: 1

Click the configure icon

. The Form Configuration window dispays.

NOTE: This example above has only one control for a single grid. Some screens have multiple controls for multiple grids on a page, such as the Customer Report below. below.

18

2

Click the open so link to display the Grid Configuration window for sales orders.

3

The Grid Configuration dialog box is described below. below. Modify the settings as required and click Submit.

WEB DISPATCH FUNCTIONS

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Using the Web Dispatch Interface Grid Configuration Dialog Box 

Grid Configuration Dialog Box Grid Properties Section Show if Empty—Forces the grid to appear. Normally a grid that has only ‘e mpty’ values would

be hidden. Show if Empty is only useful if you have multiple grids on a page.  Always Hide— Hide—This grid does not display, regardless of whether or not is populated. Always Hide is

only useful if you have multiple grids on a page.

Minimize on Activation — When the screen appears, the grid will display by default as

minimized. For example, in i n the sales order (Packslip (Packslip Report) shown below, below, the Packslip Details grid is minimized This section is minimized 

To expand a minimized section, click the Expand icon, minimized section.

in the header of the

This section is now expanded.

Minimize on Activation is

 ACCELLOS ONE W AREHOUSE

only useful if you have multiple grids on a page.

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Using the Web Dispatch Interface Configuring Screen Displays

 You can break up a long display into manageable pages. For example, if you Rows Per Page — You had 140 orders, you set the rows to 10 per page you would get 14 pages and a page control tool displays so you can navigate through the pages:

Provides a ‘Page 1 of 14’ Control 

If blank, or less or equal to zero is entered in the Rows Per Page field, the number of rows per page is the default that is specified in the configuration for you installation.  Visible Rows —Lets you limit the vertical size of the grid. For example, here we are limiting

the visible rows to 10, instead of allowing a long page:

Only 10 rows display at one time.

If blank, or less/equal to zero is entered in the Visible Rows field, the number of rows is the default that is specified in the configuration for you installation.

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Using the Web Dispatch Interface Grid Configuration Dialog Box 

Default Sort— Specifies how to sort orders in the table, according to the column selec ted from

this drop-down list. When a column is selected, the arrow icon displays beside the column heading, indicating that the table is sorted in ascending order according to the  values in that column.

Column Properties Section Each column corresponds to a field in the sales/purchase sales/purchase order. You You can specify spec ify how and  whether the information in the should display. Is Visible—Displays if populated. Show if Empty — Forces the column to appear even if it completely empty. Normally a column

that had only ‘empty’ values, would be hidden. Sticky—Sticky columns always display on the left. For example Process Step and Packslip

are sticky. Note that a thicker line distinguishes the sticky columns of the table from the non-sticky columns.

This line distinguishes the sticky columns from the non-sticky columns

Column Order—Specifies the order the columns display, from left to right the screen. You can

change the order by renumbering them. Remember that ‘sticky’ columns will always appear the left of non-sticky columns regardless of their column number. Within the ‘sticky’ part of the table, the position of columns is determined by Column Order. Similarly, Within the ‘non-sticky’ part of the table, the position of columns is determined by Column Order.

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Using the Web Dispatch Interface Configuring Screen Displays

You can sum or count the Summarize— The Summarize values control the footer of the grid. You  values. Not that you cannot ‘summarize’ sticky columns.

Filtering Data on Report/Displa Report/Display y Screens  You  You can apply filters to tables/grids or c olumns displaying the grid filter icon grids) or the column filter icon to a specific criterion. >

(for columns). Filters restrict the restrict the data displayed according

To filter information for a table in the window display: 1

22

(for tables/

Click the grid fifilter icon

on th the ta tab:

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Using the Web Dispatch Interface  Filtering Data on Report/Display Screens

 The Grid Filter window displays The columns correspond to fields in the orders.

2

Enter a qualifier for one of more columns. The qualifier could be equal to, or > (greater than), or < (less than), or >= (equal or greater than), or < =(equal or less than) a value.

3

Click Submit. The filter entered displays in the column heading. For example, to display only those orders assigned to user HH, enter HH as the filter for the Assigned To column: The column heading displays the filter.

 Another example: To To display orders with 5 or more lines, enter >=5 as the filter for the Lines # column:

The column heading displays the filter.

To get rid of the filters, see “Clearing Filters”  on  on page 24. 24.

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Using the Web Dispatch Interface Configuring Screen Displays

>

To filter information for a specific column in t he display: 1

Click the column filter icon

for the column:

2

The Column Filter window displays. The window that displays depends on the type of column being filtered. Example 2: Column filter that displays for the #Lines column

Example 1: Column filter that displays for the Pack-

3

Select on of the filter types and enter a value if needed. Click Submit. In the Example 1 above, we use a wildcard to look for packslips that begin with “107”. In the Example 2 above, we are looking for orders with less than 5 lines”.

Clearing Filters Clicking the Clear Filters button

clears the filters that were applied to a table or column.

For example, clicking the Clear Filters button column.

24

WEB DISPATCH FUNCTIONS

clears the filter applied to the Packslip

ACCELLOS ONE W AREHOUSE

Using the Web Dispatch Interface Selecting Orders

PROCESSING ORDERS  You  You can process a single order from a Packslip or Purchase Order Report or you can process sales/purchase orders by selecting individual orders or groups of orders, and applying actions to them. The available actions are accessed from the right-click menu of the selected order(s).

Selecting Orders To process sales/purchase order, you must select an order or groups of orders to which you will apply an action. You can select orders from: • • •

 ACCELLOS ONE W AREHOUSE

The Reports Reports Folder of the the Reports Reports side-bar side-bar menu. menu. From From the side-bar side-bar menu, select: Reports > Picking> Sales Order Report Reports > Receiving > Purchase Order Report

The Sales/Pur Sales/Purchase chase Orders Orders details screens. screens. For For example, example, this this is the Purchase Purchase Orders Orders details screen and as you see, it shows the POs and has checkboxes to select them.

WEB DISPATCH FUNCTIONS

25

Using the Web Dispatch Interface  Processing Orders

•

The The Cust Custom omer er,, Bin, Bin, and and Pro Produ duct ct rep repor ortt Customer Reports shows open sales orders for a given customer; Product Report shows open sales orders for a given product Bin Detail Report shows open sales orders for a given pick bin. For example, open sales orders in the Customer Report

By default, when you access the details screens that display open sales/purchase orders, or other screens that display open sales order, all the orders are selected. This means that any actions you apply to them, by invoking the righ t-click menu, will apply to all al l orders (as shown above). To deselect or resele ct specific orders, use the following procedures. >

To select/deselect select/deselec t an order: Click a check box next to an order to enable or disable it.

>

>

To select/deselect all orders: 1

Right-click anywhere on the details screen (or Customer/Bin/Product Report for sales orders).

2

From the right-click menu that appears, choose On/Off  to  to toggle between enabling or disabling all check boxes.

To select/deselect a contiguous group of orders: 1

On the details screen (or Customer/Bin/Product Report for sales orders), click a c heck box next to the first order of the group to enable or disable it.

2

Click a check box next to the last order of the group to enable or disable it.

3

Right-click anywhere on the screen and from the right-click menu that appears, choose Between .

 All orders between the first and last are selected/deselected.

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Using the Web Dispatch Interface  Processing Orders from Report Screens Screens

Processing Orders from Report Screens  You  You can process a single order from a Packslip or Purchase Order Report screen by rightclicking anywhere on the screen to invoke the pop-up menu, and selecting an action. The Customer, Bin, and Product reports also allow you to select orders as in the order details screens (see above), and apply an action to the selected group of orders, as in the following example (taken from a Product Report screen):

You can select these s ales orders.

 Using the Right-Click Menu Menu To process orders once you have selected them, you right-click anywhere on the screen to invoke the right-click menu, and select an action. •

Actio Actions ns for for sale saless order orderss are are descri describe bed d in “Actions That Can be Performed on Sales Orders”  on  on page 54. 54.

•

Actions Actions for purchas purchasee orde orders rs are describ described ed in “Actions That Can be Performed on Purchase  on page 36. 36. Orders”  on NOTE: The actual set of actions available on your pop-up menus will depend on the permissions configured for your user ID

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27

Using the Web Dispatch Interface  Processing Orders

>

To process orders by applying actions a ctions to them: 1

Select an order or group of orders to be processed, by doing one of the following:

2

Right-click anywhere on the screen, and from the right-click menu, select the action you  want to perform. The Settings window for the selecte d action is displayed.

3

Optionally, modify settings for this order or group of orders. Settings for each action are described in Chapter 3, “Processing Sales Orders”  on  on page 45 or 45 or Chapter 2, “Processing  Purchase Orders”  on  on page 31. 31.

4

Optionally, in the Handle  field, enter an identifier for the order or group of orders being processed. Tip: It is a good practice to use a common naming convention, including your initials, the date, and the reason for the handle. For example, a handle you might apply to a group of orders that you are allocating  would  would be KMJune6Alloc1.

5

 When done, click Submit (or click Close to cancel).

Refreshing Screens The Web Dispatch screens do not necessarily automatically refresh when you perform some of the actions, commands c ommands or functions available in Web Dispatch. You You will need to click the regularly to update the data. Refresh button Click the Refresh button as many times as necessary to completely update the order display. It may take several seconds, or even minutes, for all jobs to complete processing. When all orders have been processed, they should be updated with the appropriate settings and/or statuses, as described in Chapter 3, “Processing Sales Orders”  on  on page 45 or 45 or Chapter 2,  on page 31. 31. “Processing Purchase Orders”  on

Editing Default Settings The options in the Settings Windows of any of the actions from the right-clic k menu for sales/ purchase orders are populated with wit h defaults defined in your Accellos One Warehouse configuration. You You can to edit e dit these settings setting s on-the-fly for speci fic orders, as necessary.  You  You can also edit the default defa ult settings for your user ID only, so that the settings you choose always appear by default whenever whe never you log on to Web Dispatch.

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Using the Web Dispatch Interface Using the Right-Click Menu

>

To edit default action settings: 1

Go to the action you want to set. For example, here we will set allocation options.

2

Select or enter the values you wish to display as the defaults for this action

3

 When done, click Save as Default. The defaults you have specified are now displayed on as the defaults whenever this screen is accessed.

EXITING WEB DISPATCH  When you are finished a Web Dispatch session, you should log off. >

To log off Web Dispatch: 1

From the navigation bar, click Exit. The logon screen is displayed.

2

Optionally, close your Internet Explorer win dow. dow.

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Using the Web Dispatch Interface Exiting Web Dispatch

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2

PROCESSING PURCHASE ORDERS

 ABOUT PROCESSING PROCESSING PURCHASE PURCHASE ORDERS Processing purchase orders involves the following functions: •

Purchase Purchase Orders Orders details details and report report screens allow you to view view and process process purchase purchase orders that are received in the warehouse, as described in the following subsections: •

 on page 32 “Accessing Purchase Orders in Web Dispatch”  on

•

“Understanding Purchase Order Actions and Statuses”  on Statuses”  on page 35. 35.

•

 on page 37. 37. “Understanding the Purchase Order Report Screen”  on

•

 on page 38 “Assigning Purchase Orders to Receivers”  on

•

“Closing Purchase Orders”  on  on page 41

•

 on page 42 “Cancelling Purchase Orders”  on

•

In addition addition to receiving receiving purchase purchase orders orders on on the handheld, handheld, there there is a special special purchase purchase orders processing function in Web Dispatch that lets you ‘receive’ purchase orders in  Web  Web Dispatch rather than using the handheld. For information, see “‘Receiving’ a  on page 43. 43.  Purchase Order Order in Web Dispatch”  on

•

Some users will have permission permission to edit edit existing existing purchase purchase orders orders.. Described Described in  on page 88. 88. “Editing Purchase Orders”  on

•

A variety variety of of Receiving Receiving Reports Reports allow you to to monitor monitor and track track current current and historic historical al receiving process in the warehouse. From the side-bar menu, select Reports , then select Receiving.

•

In some some cases cases it may be necess necessary ary to trou trouble blesho shoot ot the recei receiving ving proc process ess.. SeeChapter See Chapter 5, “Troubleshooting”  on  on page 99. 99.

•

Sometim Sometimes es stock stock that arriv arrives es at the wareh warehous ousee without without a purchas purchasee order order,, or unordered items arrive with a purchase order. Depending on the policy of the  warehouse, these items may be receive into inventory anyway. See“Non-PO See “Non-PO Receipts”  on page 44. 44.

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31

Processing Purchase Orders  About Processing Purchase Orders

 Accessing Purchase Purchase Orders in Web Web Dispatch  You  You can access the Purchase Orders Summary screen in one of two ways: •

Click Click the Purchas Purchasee Orders Orders icon icon

on the toolba toolbar. r.

Or •

Expand the Reports  menu (if collapsed), then expand the Reports  folder and select The Purchase Order summary screen displays.

Purchase Orders .

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Processing Purchase Orders  Accessing Purchase Orders in Web Dispatch

 Understanding the Purchase Purchase Orders Summary Screen The Purchase Orders summary screen is populated based on information contained in purchase orders that have been downloaded from the host system. Purchase orders in  Accellos One Warehouse Warehouse are displayed according to the criteria you select from the various drop-down boxes on the left of the screen. Horizontal Pivot Headings Orders statistics

Currently selected  pivots Process steps

PIVOT, V-PIVOTS

The vertical and horizontal pivots are selected from the PIVOTS and V-PIVOTS  drop-down lists on the left side of the summary screen. Examples of some pivots: Date Create — the date the orders were downloaded to Accellos Acce llos One Warehouse; Warehouse; Assigned To  — User IDs of the receivers to whom the orders are assign ed; Process Step , Vendor Number , Vendor Name , etc. See “Understanding and Using Pivots”  on  on page 7. 7.

RECENT, PRODUCT WAREHOUSE, HANDLE

Data selection criteria, see “Understanding and Using Filters”  on  on page 8 , “Understanding and Using Handles”  on  on page 10 , and “Using  on page 10. 10. the Recent Drop-Down Box”  on

Horizontal Pivot headings (columns)

The values for the selected pivot, according according to data contained in the purchase order records. By default, the first column shows all orders in the system, regardless of any filters used.

# Orders ro  row

Disp Displa lays ys the the tota totall numb number er of orde orders rs per per colu colum mn. To view view deta detail ilss for for orders, click on the underlined number corresponding to the group of orders you want to select, or click on the number in the All column to view all orders.

# Lines ro  row

Displays the total number of lines in all orders per column.

Nunits ro  row

Displays the total number of units in all orders per column.

Proc Proces esss Step Step row rowss

Disp Displa layy orde orders rs acco accord rdin ing g to all all pro proce cess ss step stepss curr current ently ly app applie lied d to the orders in each column. An overview of the process steps is provided in “Process Steps (Statuses) For Purchase Orders”  on  on page 35. 35. To view details for orders, click on the underlined number corresponding to the group of orders you want to select, or click on the number in the All column to view all orders.

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33

Processing Purchase Orders  About Processing Purchase Orders

 Understanding the Purchase Purchase Orders Detail Screen From the Purchase Orders summary screen you can link to view additional details for groups of purchase orders.

Click to display these orders.

Click on an underlined value to drill down to the Purchase Orders details screen for the selected group of orders.

The details screen shows:

34

•

Purchas Purchasee orders orders issued issued by by the host host system system and downlo downloaded aded into into Accell Accellos os One  Warehouse.  Warehouse.

•

Back orders orders automatically automatically created by the host host system. system. These follow follow the numbering numbering convention determined by your host system.

•

In rare rare instances, instances, your configuratio configuration n may may allow allow back orders orders to be automati automatically cally created created by by  Accellos One Warehouse Warehouse on upload for previous purchase orders that were received short. These are numbered in the same way as the original orders from which they are generated, with the extension -n where n indicates the number of the back order (e.g. 1, 2, etc.).

WEB DISPATCH FUNCTIONS

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Processing Purchase Orders Understanding Purchase Order Actions and Statuses

 Understanding Purchase Purchase Order Actions and Statuses The receiving process is summarized in the following figure:  Action

1

2

3

Purchase order is issued and downloaded to Accellos One Warehouse

Receiver receives product and puts it away 

Receiver or dispatcher closes purchase order 

Order Status

NOT RECEIVED

BEING RECEIVED

READY TO UPLOAD

Process Steps (Statuses) For Purchase Orders Process Step ECEIVED  NOT R ECEIVED

Explanation The purchase order is waiting for product to be received in the  warehouse.

BEING R ECEIVED ECEIVED

 A warehouse receiver has opened the purchase order, and is beginning to receive stock.

EADY TO UPLOAD R EADY

 A warehouse receiver has closed the purchase order and the receipt confirmation is ready to be uploaded to the host system. Normally, your system will be configured to automatically upload completed purchase orders, and this status will not be displayed.

UPLOADED

 ACCELLOS ONE W AREHOUSE

The order has been received, and the receipt confirmation uploaded to the host system. You You can only view v iew orders in this status from the Reporting function. From the side-bar menu, select Reports > Receiving > Purchase Order Report , enter the PO number and click GO.

WEB DISPATCH FUNCTIONS

35

Processing Purchase Orders  About Processing Purchase Orders

 Actions That Can Can be Performed Performed on Purchase Orders The actions that appear on the right-click menu in the Purchase Orders details and report screens are used to process purchase orders and move them through the warehouse cycle. These include: •

Delete PO

•

Complete PO

•

Assign Receiver NOTE: The actions that are actually available to you will depend on your permissions.

The following table provides an overview of the actions that you can apply to purchase orders, including the stage in the processing cycle at which you normally perform them.

 Action Assign Receiver

 Apply to orders in this status...

Use to...  Assign purchase orders to a specific warehouse user. Only that user can receive the order on the handheld in the  warehouse.

ECEIVED, BEING  NOT R ECEIVED ECEIVED R ECEIVED

Described in... “Assigning Purchase Orders to  on page 38  Receivers”  on

Complete PO

ECEIVED BEING R ECEIVED Completes and close purchase orders and upload the receipt confirmations to the host system.

“Closing Purchase Orders”  on  on page 41. 41.

Delete PO

Cancel a purchase order and delete it from the database.

“Cancelling Purchase Orders”  on page 42. 42.

36

any 

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Processing Purchase Orders Understanding the Purchase Order Report Screen

 Understanding the Purchase Purchase Order Report Report Screen The PO/Manifest Report screen provides all the details about an order, and is helpful for monitoring and troubleshooting a purchase order from the moment it is downloaded, to the time when the dispatcher or a receiver needs to close it. purchase order status in the warehouse

Edit button

Log button

Line information

If you have the appropriate permissions, you can a lso directly add, delete, and edit some of the fields in the purchase order using the Edit button, if changes need to be made to the order since it was downloaded. For information on editing purchase orders, see“Editing see“Editing Purchase  on page 88. 88. Orders”  on  Also, with the appropriate permissions, you can view the log for the order, using the LOG button. For more information, Chapter 5, “Troubleshooting”  on  on page 99

Purchase Order Line Details Details of the lines on purchase orders are also marked with statuses, which are displayed on PO Report screens once the orders begin to be processed. If you are closing purchase orders in  Web  Web Dispatch, you will want to view the line results, results, so that you can see if the purchase orders have been completely received or not. Line number 

 ACCELLOS ONE W AREHOUSE

Product ordered for that line

Line status

WEB DISPATCH FUNCTIONS

Indicates that there are sales orders Held until this product is received into the warehouse.

37

Processing Purchase Orders  About Processing Purchase Orders

Line statuses are marked with the following codes: Stat Status us Indic Indicat ator or

Expl Explan anat atio ion n

none

The line has not yet been received.

S

The line has been received complete.

B

The line has been received short and the short-shipped items are flagged as backordered.

If you have the appropriate permissions, you can also directly add, delete, and edit an order line from this screen, if changes need to be made to the order since it was downloaded. For 90. information, see “Editing Purchase Order Line Details”  on  on pag e 90.

 Assigning Purchase Orders Orders to Receivers Receivers The dispatcher can assign purchase orders assign to specific warehouse users for receiving.  When users log onto the handheld for the first time, they will see the total tota l number of sales orders and/or purchase orders that have been assigned to them.

The receiver also has a function key on the handheld that lets them select from a list of purchase orders specifically assigned to them.  When a purchase order is assigned to a specific user, other handheld users will not be able to receive that order. To To make an order available to other users, the t he order would need to be unassigned as described in “Unassigning or Reassigning Receivers”  on  on page 41. 41. Note that assignment to a specific user is a warehouse limitation only; it will not affect any Dispatch functions such as Web Purchase Order Completion.

38

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Processing Purchase Orders  Assigning Purchase Orders to Receivers Receivers

>

To assign purchase orders to receivers: 1

Select the order(s) you order(s) you want to assign. For procedures for selecting orders, see “Selecting Orders”  on  on page 25. 25.

2

From the right-click menu, select Assign Receiver. The Assign Receivers window is displayed.

3

From the Assign to Receiver field, select a user from the drop-down list.

4

Optionally, in the Handle field, enter an identifier for the order or group of orders being assigned.

5

 ACCELLOS ONE W AREHOUSE

 When done, click Submit.

WEB DISPATCH FUNCTIONS

39

Processing Purchase Orders  About Processing Purchase Orders

 Viewing Assignments Assignments  You  You can use an Assigned To pivot on the Purchase Orders summary to see the results.

The Purchase Orders details and reports screens can also include a column to display the assignment.

40

WEB DISPATCH FUNCTIONS

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Processing Purchase Orders Closing Purchase Orders

 Unassigning or Reassigning Reassigning Receivers  When an order is assigned to a receiver, it means that no other handheld user can receive the purchase order in the warehouse. You You may need to remove an assignment from a specific receiver because that receiver may be absent or unavailable to receive the purchase order; instead, you would like the order to be received by any available handheld user in the  warehouse. You You may also opt to reassign the purchase order to a different user. >

To unassign or reassign the current receivers: 1

Select the order(s) you order(s) you want to unassign or reassign. For procedures for selecting orders, see “Selecting Orders”  on  on page 25. 25.

2

From the right-click menu, select Assign Receiver. The Assign Receivers window is displayed.

3

To unassign the currently c urrently assigned user, select the Clear Assigned Receiver checkbox, or, To reassign to a different user, from the Assign to Receiver field, select a user from the drop-down list.

4

Optionally, in the Handle field, enter an identifier for the order or group of orders being unassigned/reassigned.

5

 When done, click Submit.

Closing Purchase Orders  Your  Your warehouse will have a policy regarding who should close purchase orders once they have been received: the dispatcher dispatche r or the receivers. In many warehouses, receivers will simply c lose purchase orders as they receive them. In other warehouses, it may be the dispatcher’s job to close all the purchase orders in a batch at the end of the day.  When you close purchase orders, the following occurs: •

Receipt Receipt confir confirmat mation ionss are are uploa uploaded ded to the the host host system system..

•

The orders orders are are made unava unavailab ilable le to wareho warehouse use staff staff for for further further proce processi ssing. ng. NOTE: Be sure that all lines on a purchase order with the status BEING RECEIVED have been received before closing it. To verify the receipt of all line items, simply view the report screen for the purchase order, and be sure that all lines have a status recorded for them (see “Understanding the Purchase Order  on page 37 ).  Report Screen”  on

 ACCELLOS ONE W AREHOUSE

WEB DISPATCH FUNCTIONS

41

Processing Purchase Orders  About Processing Purchase Orders

>

To close purchase orders: 1

Select the order(s) you order(s) you want to close. For procedures for selecting orders, see “Selecting Orders”  on  on page 25. 25.

2

From the right-click menu, select Complete displayed.

3

Optionally, in the Handle  field, enter an identifier for the order or group of orders being processed.

4

PO.

The Complete PO Settings window is

 When done, click Submit.

 When all orders have been processed, they should be removed from the display (or marked  with the status READY READY TO UPLOAD, UPLOAD, if your your system is not configured configured to automatically upload receipts to the host).

Cancelling Purchase Orders  a purchase order is an exceptional way of handling a purchase order in Web Dispatch Deleting  a at any point. Delete actually expedites the purchase order by bypassing all of the normal  Accellos One Warehouse Warehouse process steps, and reporting the quantity of product received to the host system. You You may want to use this option to process rush or urgent items for immediate outbound shipment, or to handle any purchase orders manually rather than by having them pass through the normal receiving steps. >

To cancel a purchase order: 1

Select the order(s) you order(s) you want to cancel. For procedures for selecting orders, see “Selecting  on page 25. 25. Orders”  on

2

Right-click anywhere on the screen you are using, and from the right-click menu, select Delete PO. The Delete PO Settings window is displayed.

3

Optionally, in the Handle  field, enter an identifier for the order or group of orders being processed.

4

 When done, click Submit.

Purchase orders will either be marked READY TO UPLOAD, UPLOAD, or in most implementations, implementat ions, this status is not displayed, as receipt confirmations a re automatically uploaded to the host system, and removed from the Web Dispatch Purchase Order summary screen. Unreceived items are marked as backordered.

42

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Processing Purchase Orders Cancelling Purchase Orders

‘RECEIVING’ A PURCHASE ORDER IN WEB DISPATCH The Web Purchase Order Completion function allows you to ‘receive’ products on a purchase order from Web Dispatch, rather than using the handheld. This may be useful in situations  where handhelds are not available. After the purchase order is received manually, use Web Web Purchase Order Completion to record the bins to which the products and quantities were received. Each line in the purchase order must be received to a single bin, i.e., you can’t split the quantity received into different bins using Web Purchase Order Completion.  You  You can complete purchase orders that are in NOT R ECEIVED ECEIVED or BEING R ECEIVED ECEIVED status. >

To receive a purchase order in Web Dispatch: 1

From the side-bar menu, select Reports , then Receiving and then Web Purchase Order Completion.

2

In the PO field, enter the purchase order number and click GO. The Web Purchase Order Completion screen for the order is displayed, with default values.

3

The default Packsize is displayed in the Packsize field, but you can edit this to reflect the actual packsize in which the product arrived.

 ACCELLOS ONE W AREHOUSE

WEB DISPATCH FUNCTIONS

43

Processing Purchase Orders  Non-PO Receipts 4

In the Qty Received field, enter the actual quantity you want to receive n ow. ow. You You can receive a partial quantity or over-receive a quantity greater than the ordered quantity.

5

In the Bin Label field, enter the actual bin into which the product was received or you can leave the default receiving bin that is displayed.

6

7

If you have the appropriate permissions, you can optionally edit the purchase orders by clicking the Edit button . For more information, see “Editing Purchase Order  Information”  on  on page 89. 89. If you have the appropriate permissions, you can optionally view a log of the entries and activities for this purchase order, by clicking the Log button Chapter 5, “Troubleshooting”  on “Troubleshooting”  on page 99. 99.

8

. For more information, see

Click Confirm when you are satisfied that the information you entered is correct.

 When you click Confirm , the purchase order is completed. Receipt Re ceipt confirmations are uploaded to the host system, and the order is unavailable to warehouse staff for further processing. The purchase order is removed from the display (or marked with the status READY TO UPLOAD, if your system is not configured to automatically upload receipts to the host).

NON-PO RECEIPTS Stock that arrives at the warehouse without a purchase order may be handled as a miscellaneous adjustment on the handheld in the warehouse. Non-PO warehouse. Non-PO receipts is receipts is a type of miscellaneous adjustments pre-configured in Accellos One Warehouse. The log reports for products will show the miscellaneous adjustments that were created for each product received, as this is how these receipts are actually processed. Each adjustment is identified  with the code “RV” indicating that it was a non-PO receipt.

44

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3

P R O C E S S I NG NG S A L E S O R D E R S

 ABOUT PROCESSING PROCESSING SALES ORDERS ORDERS The following topics are discussed in this chapter: •

Before Before moving moving throug through h the sales orders orders processing processing cycle, it is important important to get an overview of the sales order summary, detail and report screens, and sales order actions and statuses, all of which are described in the following subsections: •

“Accessing Sales Orders in Web Dispatch”  on  on page 46

•

 on page 50. 50. “Understanding Sales Order Actions and Statuses”  on

•

“Understanding the Packslip Report Screen”  on Screen”  on page 56. 56.

•

“Assigning Sales Orders to Pickers”  on  on page 60

•

In order order to pick a sales order and move move it throug through h the wareho warehouse, use, as well as to handle handle  various exceptional circumstances, it is necessary perform various actions on the sales order. For details of Web Web Dispatch actions that are applied to sales orders, see, “Moving Through the Sales Order Cycle”  on Cycle”  on page 62

•

In addition addition to picking picking sales sales orders orders on the handheld, handheld, there there is a special special sales sales orders orders processing function in Web Dispatch that lets you ‘pick’ sales orders in Web Dispatch rather than using the handheld. For information, see “‘Picking’ a Sales Order”  on  on page 81. 81.

•

Some Some users users will have have permiss permission ion to edit edit existi existing ng sales sales orders orders.. Describ Described ed in “Editing  Purchase Orders”  Orders”  on  on page 88 of 88 of Chapter 4, “Editing Orders and Warehouse Data” .

•

A variety variety or or Picking Picking Reports Reports allow you to monitor monitor and track track current current and historical historical sales order/picking processes in the warehouse. From the side-bar menu, select Reports , then select Picking.

•

In some some cases it may may be necessar necessaryy to troub troubleshoo leshoott the sales sales order/pic order/picking king process process.. See Chapter 5, “Troubleshooting”  on  on page 99. 99.

 ACCELLOS ONE W AREHOUSE

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45

Processing Sales Orders  About Processing Sales Orders

 Accessing Sales Orders Orders in Web Web Dispatch  You  You can access the Sa les Orders Summary screen in one of two ways: •

Click Click the Sale Saless Orde Orders rs icon icon

on the tool toolba barr.

or •

46

Expand the Reports  menu (if collapsed), then expand the Reports  folder and select Sales Orders.

WEB DISPATCH FUNCTIONS

ACCELLOS ONE W AREHOUSE

Processing Sales Orders  Accessing Sales Orders in Web Dispatch Dispatch

 Understanding the Sales Orders Summary Summary Screen The Sales Orders summary screen is populated based on information contained in sales orders that have been downloaded from the host system. It displays all sales orders in the system, according to the criteria you select from the various drop-down boxes on the left of the screen. Horizontal Pivot Headings

Quick Launch reports

Orders Statistics

Currently Selected Pivots

Process Steps

PIVOT, V-PIVOTS

The vertical and horizontal pivots are selected from the PIVOTS and V-PIVOTS  drop-down lists on the left side of the summary screen. Examples of some pivots: Date Create  — the date the orders were downloaded to  Accellos One Warehouse; Warehouse; Assigned To — User IDs of the pickers to whom the orders are assigned; Ship Via —The carrier specified for the orders; Process Step , Customer Number , etc. See “Understanding and Using Pivots”  on  on page 7. 7.

RECENT, PRODUCT WAREHOUSE, HANDLE

Data selection criteria, see “Understanding and Using  on page 8 , “Understanding and Using Handles”  on  on  Filters”  on page 10 , and “Using the Recent Drop-Down Box”  on  on page 10. 10.

Horizontal Pivot headings (columns)

 ACCELLOS ONE W AREHOUSE

The values available for the selected pivot, according to data contained in the sales order records. By default, the first column shows all orders in the system, regardless of any filters used.

WEB DISPATCH FUNCTIONS

47

Processing Sales Orders  About Processing Sales Orders

# Orders ro  row

Displays the total number of orders per column. To view details for orders, click on the underlined number corresponding to the group of orders you want to select, or click on the number in the All column to view all orders.

 row # Lines ro

Displays the total number of lines in all orders per column.

# Allocated Lines

row

 row Nunits ro Value Gross

Displays the total number of units in all orders per column. row

Displays the total dollar value of all orders per column. Only displayed if dollar amounts are available in product records in the database.

Value Fill row

Estimated Weight

Process ess Ste Step p ro rows

48

Displays the total number of lines that have been allocated in all orders per column.

Displays the total dollar value of all fillable lines in all orders per column. Only displayed if dollar amounts are available in product records in the database. row

Displays the total weight of all orders per column. Only displayed if weights are available in the product records in the database. Display or orders ac accor cording to to al all pr process ess ste step ps cu currentl ntly applied the orders in each column. An overview of process steps used for sales orders is provided in “Process Steps (Statuses) For Sales Orders”  on  on page 53. 53. To view details for orders, click on the underlined number corresponding to the group of orders you want to select, or click on the number in the All column to view all orders.

WEB DISPATCH FUNCTIONS

ACCELLOS ONE W AREHOUSE

Processing Sales Orders  Accessing Sales Orders in Web Dispatch Dispatch

 Understanding the Sales Orders Detail Screen Screen From the Sales Orders summary screen you can link to view additional details for groups of sales orders. Click to display these orders.

Click on an underlined value to drill down to the Sales Orders details screen for the selected group of orders.

The details screen shows: •

Sales orders orders issued issued by by the host system system and downloaded downloaded into Accellos Accellos One Warehouse. arehouse.

•

Back orders orders automatically automatically created by the host host system. system. These follow follow the numbering numbering convention determined by your host system.

 ACCELLOS ONE W AREHOUSE

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49

Processing Sales Orders  About Processing Sales Orders

•

In rare rare instances, instances, your configuratio configuration n may may allow allow back orders orders to be automati automatically cally created created by by  Accellos One Warehouse Warehouse on upload for previous sales orders that were picked/shipped short. These are numbered in the same way as the original orders from which they are generated, with the extension -n where n indicates the number of the back order (e.g. 1, 2, etc.)

 Understanding Sales Order Order Actions and Statuses Statuses The sales orders processing cycle is summarizes as follows:

Order Upload

 Account ing System (Host)

Shipping

Order Download

Packing Order  Allocati on Picking Replenishment

Label Printing Order “Waving”

Order  Re-allocation

Once an order is downloaded from the host system to Accellos One Warehouse, the main steps in the sales order process that are as follows:  Allocation — Allocating cause s Accellos One Warehouse to search t he warehouse’s inventory

and match it against the items (products) on the sales order. If there is enough stock in

50

WEB DISPATCH FUNCTIONS

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Processing Sales Orders Understanding Sales Order Actions and Statuses

inventory to fulfill the order, it will be reserved for that order. The allocation process for sales orders is summarized in the following figure:

1

 Action

Order Status

Sales order is downloaded to  Accellos One Warehouse

UNALLOCATED

READY TO 2

Dispatcher or system allocates order 

HELD REPLEISH HELD SHORT  HELD FORMAT  SUSPENDED

Replenishment —  This is a process performed in the warehouse, whereby stock depleted from

pick bins is replaced with stock from bulk or overstock  bins,  bins, and/or bulk packages are broken down into pickable packsizes defined for the orders. An order is marked to be held for replenishment in Web Dispatch. The dispatcher can also create groups of replenishment requests, which group together orders with similar characteristics, such as their priority, customer, date, and so on. The stock must be replenished before an order can be re-allocated successfully. Re-allocation — For sales orders that were not immediately marked as ready to wave, they

need to be re-allocated. The re-allocation process is summarized in the following figure.  Action

1

2

Order Status

Stock is received, replenished etc.

Dispatcher or System reallocates order 

 ACCELLOS ONE W AREHOUSE

READY TO WAVE

WEB DISPATCH FUNCTIONS

51

Processing Sales Orders  About Processing Sales Orders

 Waving  Waving — Waving is the process of grouping allocated sales orders together and releasing

them to the warehouse floor to be picked. When orders are waved, a wave number is assigne d to the group of orders, and a carton/track-trace number is assigned to each shipping carton in each order, based on the number of cartons estimated to be required for the order. Picking/ shipping labels can be printed for the orders. The waving process is summarized in the following figure:  Action

Order Status

1

System or dispatcher or picker waves

2

Pickers collect picking/shipping labels and

WAVED

Picking/Packing/Shipping— In the warehouse, pickers can use a variety of styles to pick and

pack orders. Regardless of the style of picking used, when the picker begins to pick an order or batch, the status of the sales order is BEING PICKED. Once an order is completely picked (and packed), printing a label and/or paper packslip may be performed automatically either when the last pick of an order is completed or when the entire order is confirmed as shipped. These processes are determined by an end-of-line configuration that is applied to the order, based on the method used to ship the order. Orders are put into the status of RATING if any shipping processes need to be performed (shipping confirmed), or READY TO UPLOAD if no actions are nec essary. The process is summarized in the following figure:  Action

1

2

3

52

Order Status

Picker begins picking order or batch

BEING PICKED

Picker/packer packs/repacks cartons

Picker picks last item in order, or packer packs last

RATING/  READY TO UPLOAD

WEB DISPATCH FUNCTIONS

ACCELLOS ONE W AREHOUSE

Processing Sales Orders Understanding Sales Order Actions and Statuses

Process Steps (Statuses) For Sales Orders Process Step

Explanation

U NALLOCATED

The order has not yet been allocated. If your system is configured to automatically allocate sales orders on download, this status will be skipped.

HELD SHORT

Some or all lines in the order require stock that is not available, and the order was configured to be held until new stock is received.

EPLENISHMENT HELD FOR  R   R EPLENISHMENT

Some or all lines in the order require stock that is not available in pickable bins, and the order was configured to be held until stock in pick bins is replenished.

HELD FORMAT

There is inventory in the warehouse to fill this order, but it cannot be allocated to the order because of an incompatibility with the product required for the order. Examples of wrong formats are wrong packsizes, or wrong attribute data.

R EADY EADY TO WAVE

The order has been fully allocated and it is ready to be released to the warehouse floor.

WAVED

The order has been assigned to a picking wave and it is ready to be picked.

BEING PICKED

The order has been opened by a picker and stock is being picked.

ATING R ATING

The order has been completely picked and is being processed by an external shipping system. This status is only displayed if an end-of-line configuration is applied to the order that requires an external process is executed (Ship Confirmed).

WAITING FOR  C  CRYSTAL

 A Crystal Reports packslip is required as part of the e nd-ofline processes, and has not yet been printed.

SUSPENDED

The order has been suspended by the dispatcher, or by a problem during allocation. An error message normally appears indicating the nature of the problem for this status.

EADY TO UPLOAD R EADY

The order has been shipped, and the pick confirmation is ready to be uploaded to the host system. Normally, your system will be configured to automatically upload completed sales orders, and this status will not be displayed.

SHIPPED A ND UPLOADED

The order has been shipped, and the pick confirmation has been uploaded to the host system. You You can only view orders in this status from the Reporting function. From the side-bar menu, select Reports > Shipping > Uploaded Shipments.

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53

Processing Sales Orders  About Processing Sales Orders

 Actions That Can Can be Performed Performed on Sales Orders Orders The actions that appear on the right-click menu in the Sales Orders details and Packslip, Customer, Bin Detail, and Product report screens are used to process orders and move them through the warehouse cycle:. These include: •

Allocate

•

Unallocate

•

Ship

•

Wave

•

Unwave

•

Suspend

•

Unsuspend

•

Nuke

•

Assign Picker NOTE: The actions that are actually available to you will depend on your permissions

The following table provides an overview of the actions that you can apply to sales orders, including the stage in the processing cycle at which you normally perform them.

 Action

 Apply to orders in this status...

Use to...

Allocate

 Allocate stock to sales orders that have not yet been allocated.

Allocate

Re-allocate orders that were not allocated successfully, or have been only partially allocated.

 Unallocate

Unallocate previously allocated R EADY EADY TO WAVE EPLENISHMENT HELD FOR  R   R EPLENISHMENT sales to free up stock that was allocated to those orders. HELD SHORT

U NALLOCATED

EPLENISHMENT HELD FOR  R   R EPLENISHMENT HELD SHORT HELD FORMAT

Described in... “Allocating and Reallocating Sales Orders”  on page 62. 62. “Allocating and Reallocating Sales Orders”  on page 62. 62. “Unallocating Sales Orders”  on  on page 69. 69.

HELD FORMAT Ship

Ship

54

Modify various shipping options for orders.

any, but preferably

Bypass or perform order shipping functions.

ATING BEING PICKED, R ATING

EADY TO WAVE R EADY

WEB DISPATCH FUNCTIONS

“Understanding Web Dispatch Shipping  on page 70. 70. Options”  on “Performing “Performing Immediate  on Shipping Actions”  on page 77. 77.

ACCELLOS ONE W AREHOUSE

Processing Sales Orders Understanding Sales Order Actions and Statuses

 Action

Use to...

 Apply to orders in this status...

Described in...

Wave

Release allocated orders to the  warehouse floor, making them available to pickers.

UnWave

Pull an order back from picking WAVED, BEING PICKED on the warehouse floor.

 on “Unwaving Orders”  on page 76. 76.

Suspend

Remove sales from processing.

any 

“Performing “Performing Immediate Shipping Actions”  on  on page 77. 77.

Unsuspend

Return suspended sales orders to normal processing.

SUSPENDED

“Unsuspending Orders”  on page 78. 78.

 Nuke

Cancel an order

any 

“Cancelling Sales Orders”  on  on page 79. 79.

Assign Picker

EADY TO WAVE R EADY

 Assign sales orders to a specific any   warehouse user. Only that user can pick the order on the handheld in the warehouse.

 ACCELLOS ONE W AREHOUSE

WEB DISPATCH FUNCTIONS

“Waving and Re-waving  on page 74. 74. Orders”  on

“Assigning Sales Orders to Pickers”  on  on page 60

55

Processing Sales Orders  About Processing Sales Orders

 Understanding the Packslip Packslip Report Screen The Packslip Packslip Report provides a detailed information and the history of the activ ities performed on a single sales order. It is useful for monitoring and troubleshooting a sales order throughout all stages of the warehouse cycle, from initial allocation, to shipping and uploading to the host system. sales order status in the warehouse

Edit button

Log button

Line information

If you have the appropriate permissions, you can a lso directly add, delete, and edit some of the fields in the sales order using the Edit button, if changes need to be made to the order since it  was downloaded. For information on editing orders, see “Editing Sales Order Information”  on  on page 86. 86.  Also, with the appropriate permissions, you can view the log for the order, using the LOG button. For more information, Chapter 5, “Troubleshooting”  on “Troubleshooting”  on page 99

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Processing Sales Orders Understanding the Packslip Report Screen

 Understanding Sales Order Order Line Statuses In addition to order  statuses,  statuses, the lines on sales orders are also marked with statuses, which are displayed on Packslip Packslip Report screens. It may be helpful for troubleshooting purposes to view the line results, so that you can see the product(s) that may be holding up an order. In the example below, the order has been held in HELD FORMAT because of the product ordered in the fourth line. Product ordered for that

Line number 

Line status

Line statuses are marked and color-coded as follows: Status Indicator

Color

Explanation

Not Alloc

Grey

The line has not been allocated.

Bin label(s)

Green

The line has been allocated from the pick bins indicated.

Bin label(s)

Blue

Product for this line is not available in pick bins, but is available in the overstock bins indicated. The line requires that product be replenished to pick bins.

Short

Red

Product for this line is not available anywhere in the  warehouse. The line requires that product be received and replenished to pick bins.

 Wrong Format

Red

Product for this line is available in the warehouse, but cannot be allocated to this order due to an incompatibility.  Additional information regarding the cause of the problem is also indicated (for more information, see “Handling Held  Format Orders”  on  on page 68 ).

Batch atch Picked

Bro Brown

The line has been een batch pick icked, ed, but needs eds to be packed ked to be completed.

Picked

Black

The line has been picked.

Shorted

Black

The line has been shorted by the dispatcher during allocation, or by a pic ker.

 When you hover the cursor over a line status, a box displays the system processes that determined the line status. In the second example below, the order has been HELD SHORT

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Processing Sales Orders  About Processing Sales Orders

because of the products ordered in the first line; the hover-over explains the why the line is short.

Hover cursor for line status reasons.

 As orders are allocated and picked, the line statuses are updated accordingly:

If you have the appropriate permissions, you can also directly edit or delete an order line from line from this screen, if you need to make changes to the order since it was downloaded, or if editing the order is necessary for successful allocation. For information on editing orders, see “Editing  on page 87. 87. Sales Order Line Details”  on

 Understanding Shipping Statuses  When an order is waved, carton information for the order appea rs at the bottom of the Packslip Report Re port screen: Carton status

Carton number 

Track-trace number 

 As orders are picked, the carton display is updated with additional information, and carton statuses are updated according to the processes required by the order’s end-of-line configuration:

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Click the totelabel and/or the tracktrace links for more information

The following table explains the meaning of the carton statuses. Status

Explanation

PICKING

The order has been opened for picking, but the carton has not yet been used.

EMPTY

The order has been waved and not yet picked, so the carton is still empty, or the order has was picked but the carton was not used at all.

SCAN/SHIP

The order has been picked, and the end-of-line configuration has determined that shipping confirmation is required. The order status is ATING and the Mark as Shipped option needs to be applied to the R ATING order.

SHIPPED

 All shipping processes have been completed for the cart on.

U NSHIPPED

The order has been picked but the carton was not required to undergo any shipping processes.

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 Assigning Sales Orders to Pickers The dispatcher can assign sales orders assign to specific warehouse users for picking. When users log onto the handheld for the first time, they will see the number of total number of sales orders and/or purchase orders that have been assigned to them.

The picker also has a function key on the handheld that lets them select from a list of sales orders specifically assigned to them. This list includes all sales orders assigned to them, which have been allocated, but not yet waved.  When a sales order is assigned to a specific user, other handheld users will not be able to pick that order. To To make an order available to other users, the order would need t o be unassigned as described in “Unassigning or Reassigning Pickers”  on  on page 62. 62. Note that assignment to a specific user is a warehouse limitation only; it will not affect any Dispatch functions such as Web Sales Order Completion. >

60

To assign sales sa les orders to pickers: 1

Select the order(s) you order(s) you want to assign. For procedures for selecting orders, see “Selecting Orders”  on  on page 25. 25.

2

From the right-click menu, select Assign Picker. The Assign Pickers window is displayed.

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Processing Sales Orders  Assigning Sales Orders to Pickers 3

From the Assign to Picker field, select a user from the drop-down list.

4

Optionally, in the Handle field, enter an identifier for the order or group of orders being assigned.

5

 When done, click Submit.

 Viewing Assignments Assignments  You  You can use an Assigned To pivot on the Sales orders summary to see the results.

The Sales Orders details and reports screens can also include a column to display the assignment.

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 Unassigning or Reassigning Pickers Pickers  When an order is assigned to a picker, it means means that no other handheld user can pick the sales order in the warehouse. You may need to remove an assignment from a specific picker because that picker may be absent or unavailable to pick the sales order; instead, you would like the order to be picked by any available handheld user in the warehouse. You You may also opt to reassign the sales order to a different user. >

To unassign or reassign the current pickers: 1

Select the order(s) you order(s) you want to unassign or reassign. For procedures for selecting orders, see “Selecting Orders”  on  on page 25. 25.

2

From the right-click menu, select Assign Picker. The Assign Pickers window is displayed.

3

To unassign the currently assigned user, select the Clear Assigned Picker checkbox, or, To reassign to a different user, use r, from the Assign to Picker field, select a user from the drop-down list.

4

Optionally, in the Handle  field, enter an identifier for the order or group of orders being unassigned/reassigned.

5

 When done, click Submit.

MOVING THROUGH THE SALES ORDER CYCLE This section describes in detail the actions that are performed in Web Dispatch to move sales order through the warehouse. You You may want to review the high-level summary of the sales orders cycled described in “Understanding Sales Order Actions and Statuses”  on  on page 50. 50.

 Allocating and Re-allocating Sales Orders  You  You must allocate any sales orders displayed with the status U NALLOCATED. You may have business rules in your warehouse that determine when orders should be allocated, and in  what sequence, such as orders that belong to an “Alert” “Alert” category, orders for a particular customer, date required, etc. Or, you may simply allocate orders as soon as they are downloaded and displayed in Web Dispatch. If background allocation is not used in your implementation, you will need to manually reallocate orders that are in any of the following statuses: HELD FOR  R  EPLENISHMENT, HELD  R EPLENISHMENT SHORT, HELD FORMAT.

If your system is configured for background allocation, you may not have to run the initial allocation or an y re-allocation. However, you may need to handle orders that cannot be successfully allocated automatically. If this is the case, see “Understanding Sales Order  on page 66 and 66 and “Handling Unsuccessfully Allocated Sales Orders”  on  on page 67. 67.  Allocation Results”  on

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 You  You will also need to manually re-allocate re-allocate any orders for which you want to change the default allocation options, or assign new replenishment groups.  When a sales order is allocated, the th e following occurs: •

Stock is reserved reserved from pick bins bins for for the required required produ products cts (if they are are availab available). le).

•

Order Order and and line line statuse statusess are are updat updated, ed, as descr describe ibed d in“Understanding in “Understanding Sales Order Allocation  on   on page 66. 66 .  Results” 

•

If the system is configured configured to print print letdown letdown tickets, tickets, they are are printed printed for products products on on orders orders held for replenishment.

 Allocation Procedure >

To allocate sales orders: 1

Select the order(s) you order(s) you want to (re-)allocate. For procedures for selecting orders, see  on page 25. 25. “Selecting Orders”  on

2

Right-click anywhere on the screen you are using, and from the right-click menu, select Allocate. The Allocation Settings window is displayed.

3

Optionally, modify allocation options for options for the order(s) you are (re-)allocating. Information about these options is provided in:

4

5 6

7

•

“Understanding and Modifying Replenishment Options”  on Options”  on page 64. 64.

•

65. “Understanding and Modifying Short Options”  on Options”  on page 65.

Optionally, in the Handle field, enter an identifier for the order or group of orders being processed.  When done, click Submit. Click the Refresh button as many times as necessary to completely update the order display. When all orders have been processed, they should be updated with the appropriate settings and/or statuses, as described in“Process in“Process Steps (Statuses) For Sales  on page 53. 53. Orders”  on Check the results of results of the (re-)allocation, as described in “Understanding Sales Order  Allocation Results”  on  on page 66. 66.

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Processing Sales Orders  Moving Through the Sales Order Cycle 8

For orders that are not moved into R EADY EADY TO WAVE status, identify an appropriate method for handling them, as described in “Handling Unsuccessfully Allocated Sales Orders”  on page 67. 67.

9

If necessary, unallocate previously unallocate previously allocated orders. For procedures, see “Unallocating Sales Orders”  on  on page 69. 69.

10

 When orders that have not been successfully allocated have been processes as required, EADY TO re-allocate the orders as many times as is necessary to place them into the R EADY WAVE status.

 Understanding and Modifying Modifying Replenishment Replenishment Options  When Accellos One Warehouse attempts to allocate a sales order, it will reserve the stock for as many lines on the order as possible. If all lines cannot be filled because the necessary stock is not in pick bins in the requested packsizes, but product is available elsewhere in the  warehouse to fill these lines, you can sele ct one of two ways of handling these orders:

64

Option

Use to...

Hold for Replenishment

Reserve stock for fillable lines, and hold the order until missing stock is replenished to the appropriate pick bins, in the a ppropriate packsizes. • Fill Fillab able le lines lines will will be alloc allocat ated ed.. • The The ord order er will will be plac placed ed into into HELD FOR  R  EPLENISHMENT status.  R EPLENISHMENT • A replen replenish ishmen mentt reques requestt will will be issue issued d for the requ require ired d stock. stock. • If your your system system is is configu configured red to print print letd letdown own ticke tickets, ts, they they will will automatically be printed.

Short if not Ready

Release the order for picking and shipping, without the items that could have been replenished. • Fillab Fillable le lines lines will will be be alloca allocated ted and and non-f non-fill illabl ablee lines lines will will be shorted. • The The ord order er will will be plac placed ed into into R EADY EADY TO WAVE status. • Picker Pickerss will will not not be be direc directed ted to pick pick missin missing g produ products. cts. NOTE: If you select this option, you must also select the Auto Short or Assume Infinite Stock option for short orders (see “Understanding and Modifying Short Options”  following). Options”  following). Other Shorts options are incompatible and will cause the order to be Held Format.

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Processing Sales Orders  Allocating and Re-allocating Sales Orders

 Understanding and Modifying Short Options If all lines in a sales order or group of sales orders cannot be filled because the necessary stock is unavailable anywhere in the warehouse — that is, the orders are short — short — you can select one of several ways of handling these orders: Option

Use to...

Hold for Shorts

Reserve stock for fillable lines, and hold the order until missing items are received and moved into bins in the warehouse. • Stock Stock will will be be allo allocat cated ed for for fil filla labl blee lines lines.. • The The ord order er will will be given given the statu statuss HELD SHORT.

Auto Short

Release the order for picking and shipping, w ithout the missing items. • Stock Stock will will be be allo allocat cated ed for for fil filla labl blee lines lines.. • NonNon-fi fill llab able le line liness w wil illl be be shorted. shorted. • The The ord order er will will be given given the statu statuss R EADY EADY TO WAVE. • Pickers Pickers will will not not be directe directed d to pick short short pro produc ducts. ts. • Dependi Depending ng on your your confi configur guratio ation, n, your your host host syste system m will will automatically issue a back order for missing items, or your host system will cancel the short lines in the order will be cancelled. On rare occasions, Accellos One Warehouse Warehouse will be configured to automatically issue a back order for shorted lines on the order. NOTE:  You  You cannot “short” orders that are designated by the host to Ship Complete. Complete .

Assume Infinite Stock

Release the order for picking and shipping, and allow the pickers to short picks if nece ssary. • Stock Stock will will be be alloca allocated ted from from pick pick bins bins for for fillab fillable le lines lines • Short Short stock stock will be alloc allocated ated from from the the system system locatio location n I NFINITE. R   T  W The order will be given the status EADY EADY O AVE. Pickers will not be directed to pick the products allocated from the I NFINITE location, but will have to manually handle those line items. NOTE: Only use this option if Accellos One Warehouse is not managing your inventory. inventory.

100% Fill

Leave the order unallocated. The order will remain in U NALLOCATED status and no stock will be reserved for fillable lines.

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Processing Sales Orders  Moving Through the Sales Order Cycle

 Understanding Sales Order Order Allocation Results The following table summarizes the possible allocation results for sales orders. Status

66

Explanation

EADY TO WAVE R EADY

The order(s) have either been completely filled from product in pickable bins, or have been allowed to be shipped short. They are now ready to be waved in Web Dispatch (or by pickers if allowed, from the handheld); for procedures for  waving in Web Web Dispatch, see “Waving “Waving and Re-waving Orders”  on page 74. 74.

EPLENISHMENT HELD FOR  R   R EPLENISHMENT

The order(s) contain lines that require products that are not available in pick bins in the packsizes required. Lines that can be filled are allocated and stock is rese rved for them; however, for lines that require product from elsewhere in the  warehouse, staff must first replenish the required products, products, or  you must take alternative measures for the th e order(s). If your system is configured to do so, letdown tickets are automatically printed. For more information on handling orders in this status, see “Handling Held Orders”  on  on page 67. 67.

HELD SHORT

The order(s) contain lines that require products that are currently unavailable. Lines that can be filled a re allocated and stock is reserved for them; however, for lines that require unavailable product, stock must be received into inventory, or  you must take alternate measures. For more information on handling orders in this status, see “Handling Held Orders”  on  on page 67. 67.

U NALLOCATED

The order(s) contain lines that require products that are currently unavailable, and 100% fill was selected during the allocation. No lines are allocated and no stock is reserved for the order(s). For lines that require unavailable product, stock must be received into inventory before the order(s) can be successfully allocated.

SUSPENDED

There is some problem in the order(s) that needs further investigation. For more information on handling orders in this status, see “Handling Orders with Errors”  on  on page 68. 68.

HELD FORMAT

The order(s) contain lines that require products available in the warehouse; however, the product could not be allocated correctly due to an incompatibility with the order, allocation, or replenishment options. For more information on handling orders in this status, see “Handling Held Format Orders”  on  on page 68. 68.

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Handling Unsuccessfully Allocated Sales Orders If an order or group of orders is allocated succ essfully, the orders appear in Web Dispatch with the status of R EADY EADY TO WAVE , and can be released for picking. If an order appears with any other status, the allocation has not been successful, and you and/or other warehouse staff need to rectify the situation in a way that will allow the order to be re-allocated successfully. The following sections discuss how to handle the different types of orders that cannot be fully allocated: •

 on page 67. 67. “Handling Held Orders”  on

•

 on page 68. 68. “Handling Orders with Errors”  on

•

“Handling Held Format Orders”  on  on page 68. 68.

Handling Held Orders For orders that are held because some lines contain unavailable products — orders in EPLENISHMENT, HELD SHORT, HELD FORMAT — there are several U NALLOCATED, HELD FOR  R   R EPLENISHMENT options for handling these: •

Wait unti untill produc products ts have have been been reple replenis nished hed or or receive received. d. •

For orders HELD FOR  R  EPLENISHMENt, this is probably the most efficient method for  R EPLENISHMEN handling these orders, as replenishing can often be performed, and the products made available for picking in the same day.

•

For orders HELD SHORT that are not urgent or of high priority, and you know that new stock is to arrive shortly, this is also a reasonable approach.

If you need to manually re-allocate such orders, you may wish to run various inventory or receiving reports to check for inventory updates that affect these orders. For held for replenishment orders, you can run the Replenishment Report (from the side-bar menu, select Reports >Inventory>Replenishment Report ) that shows all outstanding replenishment requests; once these have been cleared, you will know that the products for the held orders have been replenished. For held short orders, the Product Report (Reports >Inventory>Product Report ) and Short Products Reports (Reports>Inventory>Short Products Report ) may be useful. •

Release stock stock by by unallocating unallocating other orders. orders. For orders orders held short short that that are urgent, you may may  wish to free up stock from lower priority orders by unallocating  them.  them. For more information on unallocating orders, see “Unallocating Sales Orders”  on  on page 69. 69.

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Processing Sales Orders  Moving Through the Sales Order Cycle

•

For orders orders held short and held held for replenishmen replenishment, t, release release the order(s) order(s) without without the missing missing products or components, if this thi s is an acceptable acce ptable option for your customers. To do this, manually re-allocate the order(s), and select the Short if Not Ready option for orders held for replenishment, and the Auto Short option for orders held short. This will ‘preshort’ the missing lines, and place the order(s) in R EADY EADY TO WAVE status. When the orders are waved, pickers will simply not be directed to pick the missing lines. Depending on your configuration, back orders may automatically be generated for the missing products. NOTE: Y NOTE:  You ou cannot short orders that are designated by the host to Ship Complete. Complete.

•

For orders orders held short short only, only, if Accellos Accellos One Warehou Warehouse se is not not tracking tracking the the inventory inventory,, release the order to pickers, and allow the pickers to manually find the missing stock in the warehouse, or use another manual procedure for handling h andling the order. To To do this, manually re-allocate the order, and select the Short if Not Ready and Assume Infinite Stock options. This will allocate the short lines from a virtual location called  INFINITE and place the order in R EADY EADY TO WAVE status. When the order is waved, pickers will simply not be directed to pick the missing lines.You may also want to print pick tickets  when waving such orders, so that pickers will know which items have been allocated from the INFINITE location.

Handling Orders with Errors  An order marked SUSPENDED indicates that there is something up with t he order itself, such as a negative quantity ordered. The error that caused the order to be suspended is often noted in the Packslip Report. To To handle these orders, you must first edit the t he field(s) in the order that caused the problem (for information, see “Editing Sales Orders”  on  on page 86 ), unsuspend them (for more information, see “Unsuspending Orders”  on  on page 78 ), and if necessary, re-allocate them manually.

Handling Held Format Orders The status of HELD FORMAT indicates that the re is stock somewhere in the system for products required for the order, but that the stock cannot be allocated, for various reasons, including: •

The on-hand on-hand stock stock is is in a packsize packsize that does not match match the packsize specified specified in the order order..

•

The on-hand on-hand stock stock is in the process process of being moved or replenis replenished hed and is in a temporar temporaryy system location, such as TRANSIT or REPLENIS , where it cannot be accessed until it is put away to pick bins.

•

If you you handle handle expiry-dated expiry-dated product, product, the on-hand stock will expire expire sooner than allowed allowed by by the order(s).

•

If you you handle handle products products with attribut attributes es such such as lot or or serial serial numbers, numbers, the the on-hand on-hand stock stock uses attributes that do not match the attributes required in the order.

Once you have identified the nature of the problem, you can do any of the following before the order is re-allocated:

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Processing Sales Orders Unallocating Sales Orders

•

Wait until until products products have have been replenished replenished or put away away to their their final final pick bin homes. homes. If you you need to manually re-allocate such orders, you may wish to run various inventory reports to check for inventory updates that affect these orders. You can run the Product Report (from the side-bar menu, select Reports >Inventory>Product Report ) which shows all current locations for the product, including TRANSIT, R EPLENIS EPLENIS , and other temporary locations; once the product has been cleared from those locations and moved to pick bins, the order may be re-allocated.

•

Release stock by unalloca unallocating ting other other orders orders.. For orders orders held format that are are urgent, urgent, you you may wish to free up stock from lower priority orders, or other orders that were not fully allocated, by unallocating them. For more information on unallocating orders, see “Unallocating Sales Orders”  on  on page 69. 69.

 Unallocating Sales Orders Orders  You  You typically use the Unallocate action to free up stock from allocated or held orders so that it can be re-allocated to higher priority orders that were held because of missing stock. You may also need to unallocate an order if a customer requests changes to the order since it was allocated, especially if those changes include cancelling some line items.  You  You may also unallocate held orders if you need to edit t he orders themselves before reallocation, or to re-allocate with different options. Although this step is not necessary before re-allocation of such orders, if you need to re-allocate multiple orders, and want to be sure to optimize the re-allocation, unallocating all of them first may produce better results.  You  You can unallocate orders in any of the following statuses: R EADY EADY TO WAVE, HELD FOR  EPLENISHMENT, HELD SHORT, HELD FORMAT. R EPLENISHMENT

 When you unallocate orders, the following occurs: •

Stoc Stock k that that was was rese reserv rved ed is is unre unrese serv rved ed..

•

Order Orderss and and lines lines are are upda updated ted with with the the stat status us U NALLOCATED. NOTE: Unallocating orders that belong to replenishment groups does not clear the replenishment groups for those orders. If you want to change the replenishment group for orders, you must apply a new group name to them  when you re-allocate. NOTE: Orders with the status of SUSPENDED cannot be unallocated. They must be unsuspended before they can be processed further; for more information, see “Unsuspending Orders”  on  on page 78. 78.

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>

To unallocate an order or group of sales orders: 1

Select the order(s) you order(s) you want to unallocate. For procedures for selecting orders, see “Selecting Orders”  on  on page 25. 25.

2

Right-click anywhere on the screen you are using, and from the right-click menu, select Unallocate. The Unallocate Settings window is displayed.

3

Optionally enter a Handle , and click Submit.

 When all orders have been processed, they should be updat ed with the status of U NALLOCATED. Re-allocate the orders when appropriate, by following the instructions in

“Allocating and Re-allocating Sales Orders”  on  on page 62. 62.

 Understanding Web Web Dispatch Shipping Options The shipping options available using the Ship action in Web Dispatch include: •

Option Optionss to set/chan set/change ge shippin shipping g data and pro process cesses es pre-def pre-defined ined for for the order orderbefore before they are picked and processed in shipping. These include method of shipping and end-of-line configuration in the Settings section; label printing in the Customer Label section.

•

For For order orderss that that are are ready ready to to ship ship after after being being picked, picked, the Immediate Actions for Orders section options in the Ship Settings window allow you to manually apply an action to orders. These include:

•

70

•

Markin Marking g the order order as ship shipped ped once once you you finish finish the the shipping shipping step stepss that need need to be be done

•

Providing Providing the relevan relevantt informati information on for for the the shipment, shipment, such as cost, cost, shipment shipment #,  weight.

•

You can also also release release an order to upload, upload, once once finished finished or to expedite expedite an order. order.

The field elds in the the Shipping Controls section let you enter additional information for shipped and uploaded orders.

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Processing Sales Orders Understanding Web Dispatch Shipping Options

Modifying Shipping Options Regardless of when you apply the Ship action (for example, before/after waving, or picking), the general procedure remains the same. >

To modify shipping options for an order or group of orders: 1

2

Select the order(s) you order(s) you want to modify. For procedures for selecting orders, see “Selecting Orders”  on  on page 25. 25. Right-click anywhere on the screen you are using, and from the right-click menu, select The Ship Settings window is displayed.

Ship.

3

Modify any of the following settings: •

To modif modifyy gener general al ship shippi ping ng sett setting ings, s, see see “Understanding and Modifying Shipping  Method Options”  Options”  on  on page 72. 72.

•

To modi modify fy lab label el for forma mats ts,, see see “Understanding and Modifying Label Printing Options”  on  on page 73. 73.

•

For orders orders that are read readyy to ship ship after after being being picked picked,, see“Perfo see “Performing rming Immediate  on page 77. 77. Shipping Actions”  on

4

Optionally, in the Handle field, enter an identifier for the order or group of orders being processed.

5

Click Submit. The order(s) will be updated with the settings you specified.

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Processing Sales Orders  Moving Through the Sales Order Cycle

 Understanding and Modifying Shipping Method Method Options  You  You can change the general g eneral shipping settings for orders at any time. Option

Use to...

Carrier Service

Specify or change the carrier or carrier service by which the order will be shipped. The options available in the drop-down list are determined by your configuration.

Ship Options

End of Line

72

Specify or change the shipment option used for the order. The options available in the drop-down list are determined by  your configuration.

The end-of-line configuration is applied to the carrier for the order, or to the order itself. Each end-of-line configuration configuration determines: • if no no acti action onss are are requ requir ired ed at at end-o end-off line. line. • whether whether a label label packs packslip lip or or a cryst crystal al packs packslip lip shou should ld be be printed once one of the following has occurred: • The The fina finall pick pick in an an ord order er is is comp comple leted ted.. • Ship Shippi ping ng has has been been conf confir irme med. d. There are six end-of-line configuration ‘templates’, as follows: Default (0) — This is the end-of-line configuration tha t is applied to all orders by default, if no other is specified. There are six end-of-line configuration ‘templates’, as follows Default(0) , One (1) , Two(2) , Three(3) , Four(4) , Five(5).

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Processing Sales Orders Understanding Web Dispatch Shipping Options

 Understanding and Modifying Modifying Label Printing Options Picking/shipping and carton contents label formats are normally specified in the settings for the order’s carrier or in the order itself. However, you can override which format for picking/ shipping labels, carrier/customer-compliant picking/shipping labels, or carton contents labels are to be printed for an order or group of orders, by using the following options: Option

Use to...

Customer Label

 Assign the format of the customer-compliant picking/ shipping label(s) to be printed for the orders during waving (listed as the Customer Label on the Wave Settings window; see “Waving and Re-waving Orders”  on  on page 74 ). Select the appropriate format from the drop-down list. The options available are determined by your configuration. NOTE: Note: Note: Be sure to set this option before waving the order(s).

Carton Contents Label

 Assign the format of the carton content s label(s) printed for the orders after picking. Select the appropriate format from the drop-down list. The options available are determined by  your configuration. NOTE: Note: Be sure to set this option before waving the order(s).

Often, orders that are to be shipped to the same destination by the same carrier at the same time can be sent in a single shipment, to take advantage of reduced shipping costs. An integrated shipping system may assign BOL/manifest or shipment numbers to such orders.  Alternatively, your host system may apply these numbers to the orders when th ey are downloaded to Accel los One Warehouse. However, you can also use Web Dispatch to assign BOL/manifest and shipment numbers to to orders, by using the Shipping Controls options in the Ship Settings window. These display on the packslip for informational purposes. NOTE: Be sure to apply these options only to orders with the same ship-to address.

Option

Use to...

BOL/Manifest Number

 Assign a bill of lading (BOL)/manifest (pi ckup) number to orders, by specifying the number. If you apply this option to multiple orders, each will be assigned the same number.

Probill/Shipment Number

 Assign a probill/shipment number to orders, by specifying specifying the number. If you apply this option to multiple orders, each will be assigned the same number.

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 Waving  W aving and Re-wav Re-waving ing Orders EADY TO WAVE. When orders are waved, the following  You  You can wave orders with the status R EADY normally occurs:

•

Orders Orders waved waved together together are assigned assigned a wave wave number number (a four-digit four-digit number starting at 1000). NOTE: W NOTE: Waving aving a group of orders together does not necessarily assign them all to the same wave.

>

•

Picking/shipp Picking/shipping ing labels labels are are printed printed for for the orders, orders, based based on the default default label rules rules set set in the configuration, or by the options you select during waving. The number of cartons required to pack each order is estimated, and a unique carton number (or “totelabel”) and track-trace number is generated for each carton.

•

A “big number” number” is assigned assigned to all cartons cartons in an order order (a (a one- or or two-digit two-digit number from 1 to 99), and printed on picking/shipping labels.

•

Orde Orders rs shou should ld be be upda update ted d with with WAVED status.

To wave an order or group of orders: 1

2

Select the order(s) you order(s) you want to wave. For procedures for selecting orders, see “Selecting 25. Orders” on Orders” on page 25. Right-click anywhere on the screen you are using, and from the right-click menu, select Wave. The Wave Settings window is displayed.

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Processing Sales Orders Waving and Re-waving Orders

Option

Use to...

Customer Label

 Assign the format of customer picking/shipping labels, if they are to be printed (see below). Note that this setting overrides any options specified in the Ship Settings window (see “Understanding and Modifying Label Printing Options”  on Options”  on page 73 ).

Label Pick Ticket

Print a label that lists all items for an order, and allows pickers to  write in the quantities picked for each product, for each order in the wave. This label is usually used to help train pickers learning to use Accellos Acce llos One Warehouse.

Labels Customer Label

Print a customer picking/shipping label for each order in the  wave. Depending on your system configuration, this may print carrier-specific picking/shipping labels, customer-specific picking/ shipping labels, or both. You You can also select sel ect the format of the labels, by Customer Label option described above.

Labels Per Order

Print the following number of picking/shipping labels: Use Calculated Qty — Print the number of labels defined by the label rules in your system configuration. conf iguration. (You (You may need to consult  your system administrator to determine what these are.) are.) If you are  waving orders that are to be full case-picked, be sure to select this option. Start with N Label — Print n label(s) for each order in the wave,  where n is defined in the Number of Labels field. More labels can be produced during the picking process as required.

Number of Labels

Defines the number of labels to print per order when you select the Start with N labels option. If the value is not between 1 and 99, then 1 will be used.

Printer# (99-Scatter)

Specify a printer on which picking/shipping labels and other requested labels are to be printed. Either enter the number of a single physical printer on which all labels are to be printed, or enter 99 to scatter the printing. Note that batch pick labels cannot be scattered, as only one label  will print per wave; if you enter 99 in this field, the batch pick label will print to printer #1.

3

Optionally, in the Handle field, enter an identifier for the order or group of orders being  waved.

4

 When done, click Submit.

 When all orders have have been processed, they should be updated with WAVED status. This means the order(s) are ready to be picked, and will proceed through the normal process steps until they are shipped. Wave numbers, big numbers and carton numbers are assigned to orders. Picking/shipping and other additional labels, if requested, are automatically printed.

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Processing Sales Orders  Moving Through the Sales Order Cycle

 Unwaving  Unwa ving Orders  You  You may need to unwave orders orders if you need to change shipping options for the orders, or print additional types of labels. You You can unwave orders that are in WAVED , or BEING PICKED status, or in R EADY EADY TO WAVE status with a wave number of 990???.  When an order is waved, carton numbers are generated for ea ch carton estimated to be required for the order. When you unwave an order, you have the option of deleting or saving the carton labels that were already generated for the order previously. If you delete these carton labels, the carton numbers may be assigned to cartons in subsequently waved orders. If  you do not delete the carton labels, the carton numbers will not be assigned to other cartons but will remain reserved for the original order(s).  When you unwave an order, the following occurs:

>

•

Orders Orders are are returned returned to to the status status they they occupi occupied ed befor beforee being being unwaved. unwaved.

•

The wave wave numbe numberr and carto carton n number numberss assigned assigned to to the order order may may be discar discarded ded..

To unwave an order or group of orders: 1

2

Select the order(s) you order(s) you want to unwave. For procedures for selecting orders, se e “Selecting Orders”  on  on page 25. 25. Right-click anywhere on the screen you are using, and from the right-click menu, select The Unwave Settings window is displayed.

Unwave. 3

Select the Delete Unused Labels option to delete the carton numbers originally assigned to the order(s), so that the label numbers may be used again for other cartons/orders. Otherwise, the carton numbers will not be assigned to other cartons but will remain reserved for the original order(s).

4

Optionally, in the Handle  field, enter an identifier for the order or group of orders being unwaved.

5

 When done, click Submit.

 When all orders have been processed, they should be updat ed with the status which they t hey held prior to being unwaved. Re-wave the orders when appropriate, by following the instructions in “Waving and Re-waving Orders”  on  on page 74. 74.

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Processing Sales Orders  Performing Immediate Shipping Actions

Performing Immediate Shipping Actions If your end-of-line is set to Confirm Shipping , when your order has been picked and i s ATING status, the Mark as Shipped or Release to Upload options in the Immediate Actions R ATING

section allow you to manually apply these actions to the selected orders. You can use these options to apply an action that was not originally defined for the order, to override a process that may be holding up an order, or to skip a shipping function to expedite the order. These options will force the cartons in the order to be marked as shipped, whether or not the order has undergone any shipping processes. Option

Use to...

Mark as Shipped

 You  You can only apply this option to orders orders that have already been been picked and ATING status. This action will cause the status of the cartons to be are in R ATING updated to SHIPPED , the order will be uploaded or R EADY EADY TO UPLOAD (if this status is used).

Shipment Number

If you select the Mark as Shipped option above, manually record the shipment number for the order.

Cost of Shipping

If you select the Mark as Shipped option above, manually record the cost of shipping for the order.

Date Shipped

If you select the Mark as Shipped option above, manually record the date the order was shipped.

Release for Upload

If the order has been successfully marked as shipped, or if you select the above, this option completes the function, and releases the order for upload.

Mark as Shipped option

Suspending Orders  While sometimes an order may automatically be suspended by the system due to a problem  with the order, you may also choose to suspend orders from time to time. Suspending an order leaves it visible in Web Dispatch at whatever point in the process it was in, and holds it so that no further processing may be applied to it, until you unsuspend it unsuspend it (see “Unsuspending Orders”  on  on page 78 ).  You  You may need to manually suspend orders for a number of reasons, including a front-office request that the order be held in the warehouse until an appropriate shipping date; cases  where pickers find that products that the syst em thought were available are actually missing from bins; or any other orders that require some manual intervention or customer approval before they can be completed. c ompleted. You You can suspend orders in any status.  When orders are suspended, the following occurs: •

The order orderss are are place placed d into into the statu statuss SUSPENDED.

•

The order orderss are are assign assigned ed to to a wave wave numb number er of of 999. 999.

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Processing Sales Orders  Moving Through the Sales Order Cycle

>

To suspend an a n order or group of orders: 1

Select the order(s) you order(s) you want to suspend. For procedures for selecting orders, see “Selecting Orders”  on  on page 25. 25.

2

Right-click anywhere on the screen you are using, and from the right-click menu, select Suspend. The Suspend Settings window is displayed.

3

In the Error Message field, enter a comment that indicates the reason you are suspending the order(s). This message is displayed in the details and Packslip Report screens for the order(s).

4

Optionally, in the Handle  field, enter an identifier for the order or group of orders being suspended.

5

Click Submit.

 When all orders have been processed, they should be updated with the status of SUSPENDED. Unsuspend the orders when appropriate, by following the instructions below in “Unsuspending Orders” .

 Unsuspending Orders  You  You must unsuspend any orders that are in SUSPENDED status before any further action can be performed on them. You You will typically unsuspend an order when it is ready for further processing because, for example, front-office approval for the order(s) has been received.  When you unsuspend orders, the following occurs:

>

•

Orders Orders that were were waved waved but not yet yet picke picked d are are placed placed into R EADY EADY TO WAVE status.

•

Orde Orders rs that that were were pick picked ed are are place placed d into into BEING PICKED status.

•

The The 999 999 wav wavee numb number er is is clea cleare red. d.

To unsuspend an a n order or group of orders: 1

2

Select the order(s) you order(s) you want to unsuspend. For procedures for selecting orders, see  on page 25. 25. “Selecting Orders”  on Right-click anywhere on the screen you are using, and from the right-click menu, select The Unsuspend Settings window is displayed.

Unsuspend. 3

Optionally, in the Handle  field, enter an identifier for the order or group of orders being unsuspended.

4

Click Submit.

 When all orders have been processed, they should be updated wit h the status they held prior to being suspended, with the exceptions listed above.

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Processing Sales Orders Cancelling Sales Orders

Cancelling Sales Orders  Nuking  a  a sales order is an exceptional way of handling sales orders in Web Dispatch at any point. Nuking performs a Nuke a Nuke and Upload function, Upload  function, which in some cases actually expedites the sales order by bypassing all a ll of the normal Accellos One Warehouse process steps and reporting the quantity of product picked to the host system. You You may want to use this action to process a rush order for a customer; to process orders that have been allocated assuming infinite stock; or to expedite any other orders that has some picked items and still needs to be cancelled.  When you nuke orders, the following occurs:

>

•

Any end-of-l end-of-line ine processes processes that were were configured configured for the order order,, such as automatic automatic document printing, are cancelled.

•

The orde orderr is assig assigne ned d a wav wavee numb number er of of 997. 997.

•

The The ord order er is is ship shippe ped d and and mar marke ked d R EADY EADY TO UPLOAD (in most implementations, this status is not displayed, as pick confirmations are automatically uploaded to the host system).

•

A pick conf confirm irmatio ation n is upload uploaded ed to the the host syst system em for for picked picked item(s item(s). ).

•

Any outs outstand tanding ing quanti quantitie tiess (shorted (shorted item items) s) on the the order order are are cancelle cancelled. d.

To nuke an order or group of orders: 1

Select the order(s) you order(s) you want to cancel. For procedures for selecting orders, see “Selecting  on page 25. 25. Orders”  on

2

Right-click anywhere on the screen you are using, and from the right-click menu, select Nuke. The Nuke Settings window is displayed.

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Processing Sales Orders  Moving Through the Sales Order Cycle 3

Select one of the Already Picked Goods options to determine how the order(s) are to be handled. If you want to completely cancel the order(s), you will normally want to return any already-picked goods to stock. If you are expediting the order(s), you will normally  want to mark the already-picked goods as shipped. Option

Use to...

Ship

Mark already-picked goods as shipped. The quantity of goods picked will be uploaded to the host system.

Return to Stock

Return already-picked goods to the bins from which they originated. The warehouse staff will need to manually move the stock back into the appropriate pick bins. The upload to the host will show the products as shorted.

Return to TRANSIT

Return already-picked goods to the TRANSIT location. The  warehouse staff will need to use the Direct Move In function function to move the stock back into the pick bins of their choice. The upload to the host will show the products as shorted.

Return To BIN

Return already-picked goods to the bin that you specify. Enter the label of Return bin in the field provided. Later, the  warehouse staff will need to move the stock out of the Re turn bin and back into the appropriate pick bins. The upload to the host will show the products as shorted.

4

Optionally, in the Reason field, enter an explanation or comment regarding the nukin g of the order(s).

5

Optionally, in the Handle  field, enter an identifier for the order or group of orders being nuked.

6

 When done, click Submit.

Sales orders will either be marked R EADY EADY  TO UPLOAD , or in most implementations, this status is not displayed, as pick confirmations are automatically uploaded to the host system. Unpicked items are marked as backordered.

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Processing Sales Orders Cancelling Sales Orders

‘PICKING’ A SALES ORDER  The Web Sales Order Completion function allows you to “pick” the products for a waved order with Web Dispatch rather than from the handheld. This may be useful in situations  where handhelds are not available. After the order is pic ked manually, you use Quick Order Completion to record the products and quantities that were picked. You can also select the numbers of the cartons into which the products were packed.  You  You can complete orders in the status of WAVED or BEING PICKED only. >

To pick a sales order in Web Dispatch: 1

From the side-bar menu, select Reports , then Picking and then Web Sales Order Completion.

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Processing Sales Orders ‘Picking’ a Sales Order  2

In the Packslip field, enter the sales order number and click GO. The Web Sales Order Completion screen for the order is displayed.

 Any lines that were already picked on the ha ndheld or shorted will appear as uneditable. une ditable. NOTE: Attributes NOTE:  Attributes cannot be entered through Web Sales Order Completion. If attributes are required, you must use Handheld functions. 3

Optionally, edit the following fields: •

Picker — you may want the user name of the picker on the warehouse floor to be used, rather than the Web Dispatch operator that is running the Web Sales Order Completion report.

•

Ship Via— you

may want use a different carrier (ship_via field from the CARRIER 

table). •

82

Ship Labels— you

may want use a different shipping label.

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Processing Sales Orders Cancelling Sales Orders 4

In the QTY Picked field, enter the actual quantity picked. You can enter a quantity less than the required quantity and that amount of the product will be shorted. For example, if  you entered 1 as the quantity picked, picke d, instead of the required 2, the picked sa les order  would show that 1 was shorted.

5

From the Carton drop-list, select one of the cartons created fro the order.

6

If you have the appropriate permissions, you can optionally edit the sales orders by clicking the Edit button. For more information, see “Editing Sales Order Information”  on  on page 86. 86.

7

If you have the appropriate permissions, you can optionally view a log of the entries and activities for this sales order, by clicking the Log button. For more information, see Chapter 5, “Troubleshooting”  on  on page 99. 99.

8

Click Confirm when you are satisfied that the information you entered is correct.  When you click Confirm , the order is marked as picked and a nd moves into the next process step determined for the order.

9

In the Qty Received field, enter the actual quantity you want to receive receiv e now. You You can receive a partial quantity or over-receive a quantity greater than the ordered quantity.

10

Click Confirm when you are satisfied that the information you entered is correct.

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Processing Sales Orders ‘Picking’ a Sales Order 

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4

EDITING ORDERS AND WAREHOUSE DATA This chapter describes how users, with the appropriate permissions, can update certain elements in the Accellos One Warehouse database directly from Web Dispatch, including: •

 on page 86. 86. “Editing Sales Orders”  on

•

“Editing Purchase Orders”  on  on page 88. 88.

•

“Maintaining “Maintaining Products” on Products” on page 91. 91.

•

 on page 94. 94. “Editing Customer Information”  on

•

“Editing Vendor Information”  on  on page 96. 96. NOTE: Any NOTE:  Any changes you make in Web Dispatch do not update your host system. Therefore, you should only edit data in Web Dispatch in exceptional circumstances.

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Editing Orders and Warehouse Data Editing Sales Orders

EDITING SALES ORDERS If you have the appropriate permissions, you can directly edit a sales order in Web Dispatch. There are two different screens to edit sales orders: •

The first first screen screen contains contains general general order order informati information, on, including including the order order descripti description, on, and shipping information. This represents data contained in the PICKHEAD database table.

•

The second second screen contains contains order order line line detail detail informatio information n (represent (representing ing data data contained contained in in the PICKDETL database table).

The following limitations apply: •

You can can only edit an an order order as long as as it is ‘open’, ‘open’, that that is, is, in any any status status except except R EADY EADY TO UPLOAD. Once it has been marked as shipped and ready to upload, it can no longer be modified.

•

You can only edit edit a limited limited number number of of fields; fields; fields fields that may not not be edited edited are are greyed greyed out. out.

To edit general information in a sales order, follow the instructions in “Editing Sales Order  Information”  on  on page 86. 86. To edit a line lin e in a sales sale s order, follow the instructions in “Editing Sales Order Line Details”  on Details”  on page 87. 87.

Editing Sales Order Information >

To edit general g eneral sales order information: 1

Display the Packslip Report for the desired order, using any method.

2

Click the Edit button

3

Edit any of the fields for which you want to update information. Click the tabs to access additional fields to edit.

4

86

. The SO Editor screen is displayed

 When done, click Submit to save your changes, or Close to cancel. You are returned to the Packslip Report screen.

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Editing Orders and Warehouse Data Editing Sales Order Line Details

Editing Sales Order Line Details If you want to edit line details for a sales order, you must open the SO Details screen for each line you want to edit. >

To edit a line in an existing sales order: 1

Display the Packslip Report for the desired sal es order, using any method.

2

In the Packslip Details section, under the Edit Column column heading, click the Edit link next to the line you wish to edit. The SO detail screen is displayed.

3

Edit any of the fields. Click the tabs to access additional fields to edit.

4

5

 When done, click Submit to save your changes, or Close to cancel. cance l. You You are returned to t o the Packslip Order Report screen. Repeat the procedure for all lines you want to edit for this order.

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Editing Orders and Warehouse Data Editing Purchase Orders

EDITING PURCHASE ORDERS If you have the appropriate permissions, you can directly edit a purchase order in Web Dispatch. There are two different screens to edit purchase orders: •

The first first screen contains contains general general purchase purchase order order information, information, including including the the purchase purchase order description, and shipping instructions. This represents data contained in the RECVHEAD  database table.

•

The second second screen contains contains purchase purchase order order line detail detail inform information. ation. This repres represents ents data data contained in the RECVDETL  database table.

The following limitations apply: •

You can only edit edit a purchase purchase order order as long as it is ‘open’, ‘open’, that that is, in in the statuses statuses of of NOT R ECEIVED ECEIVED or BEING R ECEIVED ECEIVED. Once a purchase has been marked as closed and ready to upload, it can no longer be modified.

•

You can only edit edit a limited limited number number of of fields; fields; fields fields that may not not be edited edited are are greyed greyed out. out.

If you want to edit general information in a purchase order, follow the instructions in “Editing  Purchase Order Information”  on  on page 89. 89. If you need to add, edit or delete a line in a purchase order, follow the instructions in “Editing  on page 90. 90.  Purchase Order Line Details”  on

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Editing Orders and Warehouse Data Editing Purchase Order Information

Editing Purchase Order Information >

To edit general gene ral purchase order information: 1

Display the Purchase Order Report for the desired purchase order, using any method.

2

Click the Edit PO Info button

3

Edit any of the fields for which you want to update information.

4

. The PO Editor screen is displayed.

 When done, click Submit to save your changes, or Close to cancel. cance l. You You are returned to t o the Purchase Order Report screen.

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Editing Orders and Warehouse Data Editing Purchase Orders

Editing Purchase Order Line Details If you want to edit line details for a purchase order, you must open the PO Detail Information screen for each line you want to edit. >

To edit a line in a purchase order: 1

Display the Purchase Order Report for the desired purchase order, using any method.

2

Under the PO Line Edit column heading, click the Edit link next to the line you wish to edit. The PO Detail screen is displayed.

3

Edit any of the relevant fields.

4

5

90

 When done, click Submit to save your changes, or Close to cancel. You are returned to the Purchase Order Report screen. Repeat the procedure for all lines you want to edit in this purchase order.

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Editing Orders and Warehouse Data  Modifying Product Information

MAINTAINING PRODUCTS If you need to update product information in formation in Web Dispatch, you can modify existing products, or even add new products to the system, provided you have the a ppropriate permissions to do so. To modify existing product information, follow the instructions in “Modifying Product Information” below. Information” below. To create a new product, follow the instructions in “Adding a New Product”  on  on page 93. 93.

Modifying Product Information >

To edit product information: 1

Display the Product Report screen for the desired product, by using any method.

2

Click the Edit button

 ACCELLOS ONE W AREHOUSE

. The Product Editor screen is displayed.

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Editing Orders and Warehouse Data  Maintaining Products 3

Click the Additional tab to see additional product fields.

4

Edit any of the fields on either of these tabs for which you want to update information.

5

92

 When done, click Submit to save your changes, or Close to cancel. You are returned to the Product Report screen.

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Editing Orders and Warehouse Data  Adding a New Product

 Adding a New Product Product If your system is configured to allow you to add new products from Web Web Dispatch, you can ca n do so from the Reports Folder in the Reports menu. >

To create a product: 1

From the side-bar menu, select Reports , then Inventory and then Product

2

Next to the Product selection, in the Product  field, enter a number for the new product, and click Go.

3

The Product Editor screen is displayed, with the new product number. All other field are blank.

Report.

4

Enter information in any other relevant fields on either tab, as described in “Modifying  on page 91. 91.  Product Information”  on

5

 When done, click Submit to create the product.

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Editing Orders and Warehouse Data Editing Customer Information

EDITING CUSTOMER INFORMATION If you need to update customer information in Web Dispatch, you can modify existing customer data, provided you have the appropriate permissions.

Modifying Customer Information >

To edit customer information: 1

Display the Customer Report screen for the desired customer by one for the following methods: •

Clicking Clicking a hyper hyperlink link in anoth another er report report such such as the Sale Sale Order Order Details Details scre screen, en, the Packslip Report, Product Report, etc.

•

Search for a specific specific customer customer based on any any one of a several several criterion criterion as follows: follows:

a

From the side-bar menu, select Reports , then Picking and then Customer

b

 From the Search By drop down list, select the criterion by which you want to search for the customer.

c

In the Value field type an entry to match the customer for whom you are searching.

Report.

Regardless of how you search, the Customer Report displays.

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Editing Orders and Warehouse Data  Modifying Customer Information

2

From the Customer report, click the Edit Customer Info button Editor screen is displayed.

3

Edit any of the fields for which you want to update information.

4

. The Customer

 When done, click Submit to save your changes, or Close to cancel.

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Editing Orders and Warehouse Data Editing Vendor Information

EDITING VENDOR INFORMATION If you need to update vendor information in Web Dispatch, you can modify existing vendor data, provided you have the appropriate permissions.

Modifying Vendor Information >

To edit vendor information: 1

Display the Vendor Report screen for the desired ve ndor, by one for the following methods: •

Clicking a hyperlink hyperlink in another another report report such as the Purchase Purchase Order Details screen, screen, the Purchase report, Product Report, etc.

•

Searc Search h for for a ven vendo dorr repo report rt as as foll follow ow::

a

From the side-bar menu, select Reports , then Receiving and then Vendor Report .

b

In the Vendor field enter the vendor code.

Regardless the method used, the Vendor Report displays.

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Editing Orders and Warehouse Data  Modifying Vendor Information

2

From the Vendor report, click the Edit Vendor Info button Information screen is displayed.

3

Edit any of the fields for which you want to update information.

4

. The Vendor

 When done, click Submit to save your changes, or Close to cancel.

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Editing Orders and Warehouse Data Editing Vendor Information

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TROUBLESHOOTING  Web  Web Dispatch provides Log Reports for troubleshooting warehouse processes in Accellos One Warehouse. Warehouse. Log reports can help h elp you or Accellos s upport staff trace the history of a problem you may be encountering.

 USING THE LOG REPORTS REPORTS Log reports are of two types: Log Lookup Report —  Shows all log entries on a selected date sorted by users, activities,

bins, orders, or products. This report is only available from the Reports module. Log report for a selected product, bin, sales order, or purchase order —  Shows

cumulative entries since the last time the database was purged (this is determined by  your system configuration). These reports are only accessi ble with the Log button on the Product, Bin, Packslip, and Purchase Order Report screens, for users with the appropriate permissions.

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Troubleshooting  Using the Log Reports

Generating the Log Lookup Report This report shows all log entries for a selected date, sorted by user ID, action, bin, product, sales, work, or purchase order. Each report shows the action that was performed, the result, and any error messages, if applicable. NOTE: The dates available for selection are determined by your configuration. The default is within the last 6 months. If you would like to view an extended, historical log report for a product, bin, sales, purchase order, or bin, see “Generating the Log Reports”  on  on page 102. 102.

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Troubleshooting  Generating the Log Lookup Report

>

To generate a log lookup report: 1

From the side-bar menu, select Reports , then Miscellaneous and then Log Lookup

2

In the Date field, enter the date for which you want to view data, or leave the field blank to select today’s date.

3

From the Action drop-down box, select any of the following:

User ID —Sorts the report according

to user ID.

Extended —Sorts the report according to

extended product number.

t o bin number. Binlabel—Sorts the report according to Action —Sorts

the report according to the type of action that was performed, such as move in, move out, replenishment, allocation, and so on.

Packslip—Sorts

the report according to order number (sales or purchase orders are

included). 4

 When ready to display the report, click Go.

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Troubleshooting  Using the Log Reports

Generating the Log Reports Log reports show all log entries for the previous number of months specified in your configuration. (The default is six months.) The number of records displayed is also determined by your configuration. You You can also filter the t he reports to show only the log entries for a select ed product, order, or bin, or any combination thereof. Each report shows the action that was performed, the result, the result, and any error messages, if applicable. These reports are helpful for troubleshooting problems with orders, debugging allocation failures due to wrong formats, and so on. If you have permission, you can view a log report for reports that display the Log Info button in the toolbar of the report. >

To generate a log report for a selected sele cted product, bin, or order: In the Product, Packslip, Purchase Order or Bin Detail report screens, click the Log button.

Examples of Log Reports The example shown below is the log report for sales order.

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