Accellos - Guide - V60WebDispatch.pdf

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Accellos One Warehouse

Using Web Dispatch

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October 200 October 20088

All rights reservedved

This manual is reserved for licensed users of Accellos One

This manual is reserved for licensed users of Accellos One WWarehouse. If you are not a licensed user ofarehouse. If you are not a licensed user of Accellos One W

Accellos One Warehouse, no pararehouse, no part of this publication may t of this publication may be reproduced, be reproduced, stored in a retriestored in a retrieval system orval system or transmitted in any form or by

transmitted in any form or by any means electronic, mechanical, recording or otherwise, without theany means electronic, mechanical, recording or otherwise, without the prior written consent of Accellos, Inc.

prior written consent of Accellos, Inc. The information in this manual is

The information in this manual is furnished for informational use only, is subject to change withoutfurnished for informational use only, is subject to change without notice and should not be construed as

notice and should not be construed as a commitment of Accellos, Inc. Accellos, Inc. a commitment of Accellos, Inc. Accellos, Inc. assumes no respon-assumes no respon-sibility or liability for any errors or inaccuracies that may appear in this

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ABOUT THIS DOCUMENT

Audience

Audience . . . viivii Accellos One Warehouse Product Structure

Accellos One Warehouse Product Structure . . . vi. . . . viiiii Getting Additional Information. . . viii Getting Additional Information. . . viii

Docum

Document Conventient Conventions ons . . . ixix Contacting Accellos Inc WMS Customer Support

Contacting Accellos Inc WMS Customer Support . . . ix. . . ix

CHAPTER 1

USING THE WEB DISPATCH INTERFACE

Starting Web Dispatch

Starting Web Dispatch . . . 22 Navigating Accellos One Warehouse

Navigating Accellos One Warehouse . . . 44 About the Reports Menu

About the Reports Menu . . . 44 Using the Sales Orders Purchase Orders Summary Screens

Using the Sales Orders Purchase Orders Summary Screens . . . 66 Using the O

Using the Order Detrder Details Screails Screens ens . . . 1313 Using Rep

Using Report Screort Screens ens . . . 1616 Configuring Screen Displays

Configuring Screen Displays . . . 1717 Grid Configuration Dialog Box

Grid Configuration Dialog Box . . . 1919 Filtering Data on Report/Display Screens . . . Filtering Data on Report/Display Screens . . . 2222 Clearing F

Clearing Filtersilters . . . 2424 Processing Orders

Processing Orders . . . 2525 Selecting Orders

Selecting Orders. . . 2525 Processing Orders from Report Screens

Processing Orders from Report Screens . . . 2727 Using the Right-Click Menu

Using the Right-Click Menu . . . 2727 Exiting W

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Accessing Purchase Orders in Web Dispa

Accessing Purchase Orders in Web Dispa tch tch . . . 3232 Understanding Purchase Order Actions and Statuses

Understanding Purchase Order Actions and Statuses . . . 3535 Under

Understanding tstanding the Purchashe Purchase Order Repoe Order Report Screen. . . rt Screen. . . 3737 Assigning Purchase Orders to Receiv

Assigning Purchase Orders to Receivers ers . . . 3838 Closin

Closing Purchase Org Purchase Ordersders . . . 4141 Cancelli

Cancelling Purchang Purchase Orders se Orders . . . 4242 ‘Receivi

‘Receiving’ a Purchang’ a Purchase Order in Web Dse Order in Web Dispatch ispatch . . . 4343 Non-PO

Non-PO Receipts Receipts . . . 4444

CHAPTER 3

PROCESSING SALES ORDERS

About Processing Sales Orders

About Processing Sales Orders . . . 4545 Accessing Sales Orders in We

Accessing Sales Orders in Web Dispatch. b Dispatch. . . 4646 Understanding Sales Order Actions and Statuses. . . Understanding Sales Order Actions and Statuses. . . 5050 Unders

Understanding the Ptanding the Packslip Repackslip Report Screeort Screenn . . . 5656 Assigning Sales Orders to Pickers

Assigning Sales Orders to Pickers . . . 6060 Moving Th

Moving Through the Salrough the Sales Order Cycles Order Cycle e . . . 6262 Allocating and Re-allocat

Allocating and Re-allocating Sales Orders. . . . ing Sales Orders. . . 6262 Unallo

Unallocating Sales Ocating Sales Ordersrders . . . 6969 Understanding Web Dispatch Shipping Options . . . Understanding Web Dispatch Shipping Options . . . 7070 Waving and Re-waving Orders

Waving and Re-waving Orders . . . 7474 Unwavin

Unwaving Ordersg Orders. . . 7676 Performing Immediate Shipping Actions. . .

Performing Immediate Shipping Actions. . . 7777 Suspend

Suspending Ordering Orders s . . . 7777 Unsus

Unsuspending Orpending Orders . . ders . . . 7878 Cancelli

Cancelling Sales Ordng Sales Orders. . . ers. . . 7979 ‘Pickin

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EDITING ORDERS AND WAREHOUSE DATA

Editing Sal

Editing Sales Orders . . . es Orders . . . 8686 Editing Sa

Editing Sales Order Infles Order Informatiormation. . . on. . . 8686 Editing Sa

Editing Sales Order Liles Order Line Details. . . ne Details. . . 8787 Editing Pu

Editing Purchase Ordrchase Orders. . ers. . . 8888 Editing Pu

Editing Purchase Orrchase Order Inforder Information . . mation . . . 8989 Editing Pu

Editing Purchase Orrchase Order Line Detader Line Details . ils . . . 9090 Maintain

Maintaining Produing Products . . . cts . . . 9191 Modif

Modifying Prodying Product Inforuct Information . . mation . . . 9191 Adding a New Product

Adding a New Product . . . 9393 Editing Cus

Editing Customer Inftomer Informatiormationon . . . 9494 Modif

Modifying Custoying Customer Informer Information. . . mation. . . 9494 Editing Ve

Editing Vendor Infondor Informatiormationn . . . 9696 Modif

Modifying Vendoying Vendor Informr Information. . . ation. . . 9696

CHAPTER 5

TROUBLESHOOTING

Using the

Using the Log RepoLog Reports rts . . . 9999 Generati

Generating the Log Long the Log Lookup Repookup Reportrt . . . 100100 Generati

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A B O U T T H I S D O C U M E N T

This manual provides conceptual information and

This manual provides conceptual information and operational procedures for the Accellosoperational procedures for the Accellos One Warehouse W

One Warehouse Web Dispatch eb Dispatch application.application.

It is highly recommended that you read the introductory companion manual,

It is highly recommended that you read the introductory companion manual, Overview ofOverview of Accellos One W

Accellos One Warehousearehouse before working with the procedures contained in this manual. before working with the procedures contained in this manual.

AUDIENCE

This document is intended for the following readers: This document is intended for the following readers:

•• WWarehoarehouse supuse supervisoervisors or rs or managermanagers, who s, who use the Ause the Accellos ccellos One WOne Warehoarehouse Wuse Webeb Dispatch application for daily warehouse operations and management.

Dispatch application for daily warehouse operations and management.

•• AccelloAccellos, Ins, Inc. parc. partners tners and rand resellersesellers, and , and warehwarehouse ouse system system adminisadministratotrators ors or ITr IT managers, who need to understand Accellos One Warehouse functions for the managers, who need to understand Accellos One Warehouse functions for the purposes of system installation, setup, and ongoing configuration.

purposes of system installation, setup, and ongoing configuration.

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

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ACCELLOS ONE W

AREHOUSE PRO

DUCT STRUCT

URE

The Accellos One

The Accellos One WWarehouse product line is structarehouse product line is structured as follows:ured as follows:

Collect Edition—

Collect Edition—The 'basic' or 'easy' edition of Accellos One Warehouse. Collect is designedThe '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 to be a true entry-level product. It offers simplified user processes and implementation, while still providing a robust WMS solution.

still providing a robust WMS solution.

Manage Edition—

Manage Edition—This is essentially the Collect Edition with theThis is essentially the Collect Edition with theadad_{dition of the Kitting and}_{dition of the Kitting and}

Multi-Zone modules. It maintains the simplicity of the entry-level Collect Edition, while 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’ 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 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.

or if they define their warehouse layout using different zones.

The Manage Edition also allows you to optionally purchase additional modules, as required. The Manage Edition also allows you to optionally purchase additional modules, as required.

FulFill Edition—

FulFill Edition—Builds on the features and functiBuilds on the features and functions of the Collect Edition by adding some ons of the Collect Edition by adding some ofof the most commonly used advanced features. Fulfill addresses the desire for the most

the most commonly used advanced features. Fulfill addresses the desire for the most

frequently requested enhancements, without requiring customers to buy specialized features 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 they don't need. Growing businesses will find that the upgrades in the Fulfill package provide additional functionality for current and future needs.

additional functionality for current and future needs.

Optional Module and Toolkits—

Optional Module and Toolkits—Since many businesses have specialized needs, Accellos OneSince many businesses have specialized needs, Accellos One W

Warehouse offers numerous modules/toolkits that can be purchased individually. Accellosarehouse 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 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 they don't have the infrastructure to support. Therefore, the product structure allows you to pinpoint and purchase only the modules/toolkits you require.

pinpoint and purchase only the modules/toolkits you require.

•• Modules aModules are a stanre a standardard set of fud set of functnctionions that do nos that do not requt require anire any addiy additiotionalnal development to implement.

development to implement.

•• TToolkitoolkits are uses are used by oud by our Profr Professionessional Serval Services Devices Developmeelopment Tnt Team to bueam to build cusild customtom solutions for customers. For example, we have the ability to control carousels and solutions for customers. For example, we have the ability to control carousels and conveyors, but each site requires some level of customization.

conveyors, but each site requires some level of customization. The customer would beThe customer would be required to purchase the Warehouse Automation T

required to purchase the Warehouse Automation Toolkit and then oolkit and then a number of daysa number of days of custom development at our standard PS rates in order to implement a complete of custom development at our standard PS rates in order to implement a complete solution.

solution.

GETTING ADDITIONAL INFORMATION

The documentation set is intended to provide a targeted approach information as follows: The documentation set is intended to provide a targeted approach information as follows: •• Collect Collect and Mand Manage uanage users sers need dneed documentocuments des designated signated for for Collect Collect EditioEdition or n or have have nono

designated edition. designated edition.

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Document Conventions Document Conventions

Document Conventions

The following formatting conventions

The following formatting conventions are used in Acceare used in Accellos One Warehouse documentation:llos One Warehouse documentation: Co

Convnvenentition on ExExplplananatatioionn Ini

Inititial Cal Capsaps InIndidicatcates tes the nhe namame of e of a Aca Accelcellolos Ons One We Wararehehououse fse fununctctioion.n. Example:

Example:

The cartons are sent to the shipping area and, optionally, weighed and The cartons are sent to the shipping area and, optionally, weighed and scanned with the Carton Shipping function.

scanned with the Carton Shipping function. ALL CAPS

ALL CAPS Indicates a Accellos One Indicates a Accellos One WWarehouse system name, such as a arehouse system name, such as a bin loca-bin loca-tion or an order or carton status.

tion or an order or carton status. Example:

Example:

The order is in the status of SUSPENDED and cannot be processed The order is in the status of SUSPENDED and cannot be processed further until it is released.

further until it is released.

Bold text

Bold text _{Indicates text that appears in screen options such as buttons, menus,}_{Indicates text that appears in screen options such as buttons, menus,}

text boxes, and so on. text boxes, and so on. In the

In theProductProduct field, enter the product number. field, enter the product number.

monospace monospace text

text

Indicates text that you must enter exactly as shown. Indicates text that you must enter exactly as shown. Example:

Example:

Enter the IP address or machine name of the server running the Web Enter the IP address or machine name of the server running the Web Dispatch thread, or enter

Dispatch thread, or enterlocalhostlocalhost if you are running Internet if you are running Internet Explorer on the server machine.

Explorer on the server machine. italics

italics Indicates a newly introduced term, emphasis, or a manual title.Indicates a newly introduced term, emphasis, or a manual title. Example:

Example:

It cannot be further processed until the dispatcher

It cannot be further processed until the dispatcher unsuspendsunsuspends it.it.

>

> Indicates the start of a procedure.Indicates the start of a procedure.

Example: Example:

>

> TTo o start start picking picking an an order:order:

CONTACTING ACCELLOS INC WMS CUSTOMER SUPPORT

Y

You can contact Accellos Support bou can contact Accellos Support by telephone or e-mail. Be sure to y telephone or e-mail. Be sure to have ready your comhave ready your companypany name, the version of Accellos One Warehouse you are using and a concise description of the name, the version of Accellos One Warehouse you are using and a concise description of the problem you are experiencing

problem you are experiencing T

Telephone: elephone: 1-800-668-77001-800-668-7700 905-695-9999

905-695-9999 or or 905-337-7190905-337-7190 E-mail:

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1

1 U S I N G T H E W E B D I S P A T C H I N T E R F A C E

U S I N G T H E W E B D I S P A T C H I N T E R F A C E

This chapter provides a detailed description of the Web Dispatch application, including

This chapter provides a detailed description of the Web Dispatch application, including how to starhow to start Webt Web Dispatch, and how to navigate and customize the Web Dispatch interface. It also provides an overview of 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: the dispatcher functions that are implemented in Web Dispatch. The following topics are discussed: •• “Starting Web Dispatch” “Starting Web Dispatch” on page 2 on page 2

•• “Navigating Accellos “Navigating Accellos One Warehouse” One Warehouse” on page 4 on page 4 •• “Configuring Screen Displays” “Configuring Screen Displays” on page 17 on page 17 •• “Processing Orders” “Processing Orders” on page 25 on page 25

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STARTING WEB DISPATCH

>

> To log on to Web Dispatch:To log on to Web Dispatch:

1

1 _{Start Internet Explorer.}_{Start Internet E}_xplorer.

2

2 _{If during installation,}_{If during installation,}_{Accellos Warehouse One Dispatch}_{Accellos Warehouse One Dispatch}_{was added your browser’s}_{was added your browser’s}

Favorites menu, simply click it. Favorites menu, simply click it.

Or, Or,

In the address bar, enter

In the address bar, enter the url of the the url of the Accellos WAccellos Warehouse One Web Dispatch using thearehouse One Web Dispatch using the following format:

following format:

http://<

http://<server IP address or Nameserver IP address or Name_{>/RbDispatch/}_{>/RbDispatch/}

where: where:

<

<server IP address or Nameserver IP address or Name_>_>_is_is

the IP address or machine name of the server running the Accellos Warehouse One the IP address or machine name of the server running the Accellos Warehouse One W

Web Dispatch componenteb Dispatch component or,

or, enter

enterlocalhostlocalhost if you are running Internet Explorer on the same machine that you if you are running Internet Explorer on the same machine that you

installed the

installed the WWeb Dispatch component.eb Dispatch component. For example, For example, http://10.142.154.13/RbDispatch/ http://10.142.154.13/RbDispatch/ http://localhost/RbDispatch/ http://localhost/RbDispatch/

The Accellos One

The Accellos One WWarehouse login screen is arehouse login screen is displayed.displayed.

3

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4

4 _{In the}_{In the}_Password_Password_{field, enter your password.}_{field, enter your password.}

If you have no data of your own, you can initially use the following default User Names If you have no data of your own, you can initially use the following default User Names and Passw

and Passwords, which are installed ords, which are installed with Accellos One with Accellos One WWarehouse, until a arehouse, until a username andusername and password has been defined for you.

password has been defined for you. Us

User er NaName me PaPasssswowordrd H

HHH ((nnoonnee)) W

Webeb (none)(none) iinntteerr iinntteerr rrbbsshhiipp rrbbwwmmss9999 There is also a default

There is also a defaultsasa_{user name that is used to log on to the administrative functions}_{user name that is used to log on to the administrative functions}

on Web Dispatch. The administrative functions are not discussed in this manual. on Web Dispatch. The administrative functions are not discussed in this manual. 5

5 _{Optionally, in the}_{Optionally, in the}_Language_Language_{field, select the language you want the interface to display.}_{field, select the language you want the interface to display.}

6

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NAVIGATING ACCELLOS ONE WAREHOUSE

The main navigational elements in Accellos One Warehouse are: The main navigational elements in Accellos One Warehouse are:

•• ThThe sie sidede-b-bar Rar Repepororts ts memenunu. Se. Seee “About the Reports Menu” “About the Reports Menu” on page 4 on page 4.. •• ThThe te toooolblbar ar bubuttttonons.s.

•• Linked Linked fields fields — On — On many many reporreports, yts, you can ou can click click on an on an underliunderlined vaned value (e.elue (e.e., a nu., a number mber oror words) to drill down or link to other reports.

words) to drill down or link to other reports. NOTE:

NOTE: The screens you can view and the functions you can perform willThe screens you can view and the functions you can perform will depend on your permissions. Y

depend on your permissions. You may or may not have acceou may or may not have access to all the screensss to all the screens and functions described here.

and functions described here.

About the Reports Me

nu

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

Expand

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About the Reports Menu About the Reports Menu

Expand the

Expand theReportsReportssection section by by clicking clicking the the expand expand icon icon ..

The

TheReportsReports section includes the following selections: section includes the following selections: Sales Orders

Sales Orders — Displays the — Displays the Sales Order summary screen. Sales Order summary screen. From here you can view, processFrom here you can view, process

and manage sale

and manage sales orders in Accellos One s orders in Accellos One WWarehouse.arehouse.

Purchase Orders

Purchase Orders — Displays the Purchase Order summary screen. From here you can view, — Displays the Purchase Order summary screen. From here you can view, process and manage

process and manage purchase orders in Accellos purchase orders in Accellos One WOne Warehouse.arehouse.

Inventory

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

and productivity; inventory, customer, vendor and troubleshooting report.

Custom

Custom — This folder contains custom reports; — This folder contains custom reports; Accellos One WAccellos One Warehouse lets each installationarehouse lets each installation

create their own custom-defined reports that allow you to query the entire database to search 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 Sales Or

ders Purchase

Orders Summary

Screens

When you first link to the Sales Orders /Purchase

When you first link to the Sales Orders /Purchase Orders Summary screen from the ReportsOrders Summary screen from the Reports side-bar menu, the following summary screen is displayed (the example is from the Sales side-bar menu, the following summary screen is displayed (the example is from the Sales Orders summary screen).

Orders summary screen).

List of recently viewed pages. Described in

List of recently viewed pages. Described in“Using the Recent Drop-Down Box” “Using the Recent Drop-Down Box” on page 10 on page 10..

T

Table layout criteria. able layout criteria. Described inDescribed in

“Understanding and Using Pivots” “Understanding and Using Pivots” on page 7

on page 7.. Order display criteria. Described in

Order display criteria. Described in“Under- “Under-standing and Using Filters”

standing and Using Filters” on page 8 on page 8..

NOTE:

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

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Using the Sales Orders Purchase Orders Summary Screens Using the Sales Orders Purchase Orders Summary Screens

Understanding and Us

ing Pivots

Pivots

Pivots are ways of displaying orders by controlling the horizontal/column or the vertical/row 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 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 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.

columns corresponding to the province or state to which the orders are being shipped.

T

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

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

Y

You configure whether to display horizontal pivots, vertical pivots, ou configure whether to display horizontal pivots, vertical pivots, both or none, as describedboth or none, as described in

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Understanding and Using

Filters

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

using following types of filters: •• ffiilltteer r ((ccuussttoomm))

•• aalleerrt t ((ccuussttoomm)) •• pprroodduucctt •• wwaarreehhoouussee •• hhaannddllee

Each of these is described in the sections following. Note that you can

Each of these is described in the sections following. Note that you can combine multiple filterscombine multiple filters to restrict your displayed data set even more. In addition, you can filter data by configuring to restrict your displayed data set even more. In addition, you can filter data by configuring screen as described in

screen as described in “Configurin“Configuring g Screen Displays” Screen Displays” on page 17 on page 17..

Database query statement for all active filters are displayed in the filter status bar. 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 To clear all the active filters, including alerts, and re-display all orders in the system, click the Clear

Clear All All Active Active Filters Filters button button ..

Filter (Custom)

A

A filter filter is a way of filtering (i.e., restricting) the display of orders according to a predefined 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 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, 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 in the figure below, selecting a filter of “UPS Orders” will display only orders that are to be shipped by UPS.

shipped by UPS.

A default of “

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

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Alert (Cus

Alert (Custom)

tom)

An

An alertalert , like a filter, is a way of filtering the display of orders in according to a predefined , 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 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 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 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

priority customer, or a priority order. They only appear if there are orders in the system for thatsystem for that alert. The total number of orders for each alert is shown to the left of that alert.

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” 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

will only show records that have been marked by the host sy stem as being urgent, or ordersstem as being urgent, or orders with only one line.

with only one line.

T

Total number of open orders otal number of open orders for this alert.for this alert.

T

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

process-intensive than filters, and therefore should not be overused.

Product

T

To display only orders with a particular product on theo display only orders with a particular product on the m, you can use them, you can use theProductProduct filter. In the filter. In the example below, only orders with product number LF211 will

example below, only orders with product number LF211 will be displayed.be displayed.

T

To activate a o activate a product filter, type the product number iproduct filter, type the product number in then theProductProduct field, and click anywhere field, and click anywhere

outside the field, or press the

outside the field, or press theTTABAB key. key.

W

arehouse

T

To display only orders that o display only orders that belong to a particulbelong to a particular warehouse, you can use ar warehouse, you can use thetheWarehouseWarehouse

filter. The warehouse is a one- or two-digit code that identifies a physical or logical site from 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.

which you may allocate and pick products.

T

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Understanding and Using H

andles

A

A handlehandle is a name, consisting of any alphanumeric text, that is used to identify an order or 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 group of orders. A handle may be specified in the downloaded orders themselves, or you may add a handle

add a handle to an order or group of orders in Web Dispatch when you perform ato an order or group of orders in Web Dispatch when you perform a ny action onny action on them, such as allocating or waving. Handles help you follow orders throughout processing in 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 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.

system and it is difficult to distinguish clearly between them. The

TheHandleHandle field on the order summary screen lets you enter a handle so that only orders to field on the order summary screen lets you enter a handle so that only orders to

which you have applied that handle

which you have applied that handle are displayed. For example, in the following figure, theare displayed. For example, in the following figure, the handle “unallocaug22” was applied to a group of orders to indicate that they had to be handle “unallocaug22” was applied to a group of orders to indicate that they had to be rewaved because of an earlier problem. Entering

rewaved because of an earlier problem. EnteringUNALLOCAUG22UNALLOCAUG22 in thein theHandleHandle field here field here will display only those orders.

will display only those orders.

T

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

Using the Recent Dr

op-Down Box

The

TheRecentRecent drop-down box in both Sales Orders and Purchase Orders summary screens lists drop-down box in both Sales Orders and Purchase Orders summary screens lists the most recently

the most recently accessed sales accessed sales order, purchase orderorder, purchase order, customer, vendor, and/or product, customer, vendor, and/or product reports.

reports.

T

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

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Configuring the Orders Summary Screens

Y

You can customize the display of the Saleou can customize the display of the Sales Orders and/or Purchase Orders summary screenss Orders and/or Purchase Orders summary screens to suit your needs. The configuration of the Sales Orders /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.

are each controlled by a single grid control form. T

To configure the Sales o configure the Sales Orders or Purchase Orders summary screen:Orders or Purchase Orders summary screen: 1

1 _{Click the}_Click_{the configuration}_{configuration icon}_icon _on_{on the}_{the title}_{title bar.}_{bar. The}_{The Form}_{Form Configuration}_{Configuration window}_{window dis-}

dis-plays. plays.

Form Configuration for Sales Orders summary

Form Configuration for Sales Orders summary _{Form Configuration for Purchase Orders summary}_{Form Configuration for Purchase Orders summary}

2

2 _{Click the link under the}_{Click the link under the}_controlid_controlid_{heading (}_{heading (}_sopivot_sopivot_{for sales orders or}_{for sales orders or}_popivot_popivot_for_for

purchase orders). The Pivot Grid Configuration window displays. purchase orders). The Pivot Grid Configuration window displays.

Y

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

follows:

•• IIn n tthhee Visibility Visibility section, under section, underPivotsPivots , select/clear the , select/clear the HorizontalHorizontal and/or and/orVerticalVertical check- check-boxes to the enable/disable the display of horizontal and/or vertical pivots. If enabled, the boxes to the enable/disable the display of horizontal and/or vertical pivots. If enabled, the following should also be set:

following should also be set:

•• IIn n tthhee Visibility Visibility section, under section, underPivots selectionPivots selection , select/clear the , select/clear theHorizontalHorizontal and/or and/or Vertical

Vertical checkboxes to enable/disable row and/or column select buttons that allow checkboxes to enable/disable row and/or column select buttons that allow

the Web Dispatch user to filter orders by the

the Web Dispatch user to filter orders by the summary table column and/or row.summary table column and/or row. Described in

Described in “Using Pivot Selection” “Using Pivot Selection” on page 12 on page 12..

•• IIn n tthheePivotsPivots section, select from the from the drop-down lists the section, select from the from the drop-down lists the DefaultDefault Horizontal pivot

Horizontal pivot and/or and/orDefault Horizontal pivotDefault Horizontal pivot. These are the default pivots that. These are the default pivots that

display when the Sales Orders/Purchase Orders summary screen first displays. display when the Sales Orders/Purchase Orders summary screen first displays.

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•• IIn n tthhee Visibility Visibility section, select/clear the section, select/clear theAlertsAlerts and/or and/orFiltersFilters checkboxes to enable or dis- checkboxes to enable or dis-able the display of alerts, filter selection boxes. Described in

able the display of alerts, filter selection boxes. Described in “Alert (Custom)” “Alert (Custom)” on page 9 on page 9 and

and “Filter (Custom)” “Filter (Custom)” on page 8 on page 8..

•• IIn n tthheeFiltersFilters section, specify default values that should display for the product and ware- section, specify default values that should display for the product and ware-house filters, and for handles. Described in

house filters, and for handles. Described in “Product” “Product” on page 9 on page 9 , , “Warehouse” “Warehouse” on page 9 on page 9 , , and

and “Understanding and Using Handles” “Understanding and Using Handles” on page 10 on page 10..

Using Piv

ot Selection

The

TheHorizontalHorizontal and andVertical Pivot SelectionsVertical Pivot Selections options in the Form Configuration window let options in the Form Configuration window let you display horizontal and vertical

you display horizontal and vertical selectsselects. This is another method of filtering orders, this time. This is another method of filtering orders, this time using buttons that appear in pivot columns and rows. These buttons allow the Web Dispatch 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 user to restrict the display of orders to only those meeting the criterion represented by a particular summary table column

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Using the Order Details Screens Using the Order Details Screens

Linking to the Order Details Screens

T

To view additional detao view additional deta ils for groups of orders, from the Sails for groups of orders, from the Sales Orders /Purchase Ordersles Orders /Purchase Orders summary screen, click on any underlined number in either the

summary screen, click on any underlined number in either the# Orders# Orders or in the rows or in the rows represented by the vertical pivot (Process Steps in this case).

represented by the vertical pivot (Process Steps in this case).

Click to display these orders. Click to display these orders.

Using the Order D

etails Screens

When you click on

When you click on a number of ora number of orders in the Sales Orders in the Sales Orders/Purchase Orders summary ders/Purchase Orders summary screens,screens, you link to the order details screen, as illustrated below (

you link to the order details screen, as illustrated below ( this example shows the Sales Orderthis example shows the Sales Order details screen from the Sales Orders summary screens):

details screen from the Sales Orders summary screens):

Detail headings Detail headings

Right-click menu Right-click menu Selection check boxes

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

EElleemmeennt t EExxppllaannaattiioonn Selection

Selection check boxes check boxes

Click a checkbox to select an order or group of orders for processing. Click a checkbox to select an order or group of orders for processing. See

See “Selecting Orders” “Selecting Orders” on page 25 on page 25.. Detail

Detail head-ings

ings

Click on a column heading to sort orders in the sequence of the Click on a column heading to sort orders in the sequence of the selected heading. For example, click on the

selected heading. For example, click on theDateDate RequiredRequired heading toheading to

sort

sort orders orders by by date date required. required. The The arrow arrow icon icon indicates indicates whether whether it it isis ascending or descending order (depending on whether the arrow ascending or descending order (depending on whether the arrow p

pooiinntts s uup p oor r ddoowwn n ))..

The headings displayed depend on the fields that are populated in the The headings displayed depend on the fields that are populated in the orders. orders. Right-click Right-click menu menu

Serves two purposes: Serves two purposes:

See

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

Linking to Reports Screens

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

customers.

Viewi

Viewing Order Det

ng Order Details

ails

T

To view additional deo view additional de tails for an order, from the Sales tails for an order, from the Sales Orders/Purchase Orders details screen,Orders/Purchase Orders details screen, click on an underlined number under the

click on an underlined number under thePackslipPackslip or orPOPO columns. columns.

Click here to view this

Click here to view this sales order.sales order.

•• to sto selecelect ant and dd deseleselect ect checcheckbokboxes xes next next to to ordordersers •• to pto pererfoform rm actactioions ons on sen seleclected ted orordedersrs..

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Using the Order Details Screens Using the Order Details Screens

View

Viewing Custome

ing Customer Details

r Details

T

To view additional detailo view additional detail s for a customer, from the Sales s for a customer, from the Sales Order details screen, clicOrder details screen, click on ank on an underlined number under the

underlined number under theCustomer NumberCustomer Number column. column.

Click here to view

Click here to view information for this customer.information for this customer.

The Customer Report screen for the selected customer is displayed. The Customer Report screen for the selected customer is displayed.

View

Viewing V

ing V

endor Details

T

To view additional detaio view additional detai ls for a vendor, from the Purchase ls for a vendor, from the Purchase Orders details screen module, Orders details screen module, clickclick on an underlined number under the

on an underlined number under theVENDOR NUMBER VENDOR NUMBER column. column.

Click here to view information

Click here to view information for this vendor.for this vendor.

The V

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Using Report Screens

When you click on an order number in the sa

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

example of a sales order.es order.

Log Log button button

General order information General order information

Line information Line information

Detailed order information Detailed order information

Edit Edit button button

Right-click menu Right-click menu Shipping and carton Information

Shipping and carton Information

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

EElleemmeennt t EExxppllaannaattiioon n DDeessccrriibbeed d iinn...

Edit

Edit button button

(only available if you have (only available if you have the appropriate the appropriate permis-sions)

sions)

Click to edit the order.

Click to edit the order. “Editing Sales Orders” “Editing Sales Orders” on page 86 on page 86 and

and “Editing Purchase Order“Editing Purchase Order Information”

Information” on page 89 on page 89..

Log

Log button button

(only available if you have (only available if you have the appropriate the appropriate

permis-Click to display the log Click to display the log report for the

report for the order.order.

Chapter 5,

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

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Using Report Screens Using Report Screens

P

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

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 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 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.

important to you and your warehouse staff. Any toolbar that has the configuration icon

Any toolbar that has the configuration icon on the left side, can be on the left side, can be customized to meetcustomized to meet your requir

your requirements. The configuration ements. The configuration settings that display arsettings that display are different for e different for each type of each type of screen.screen. Consider the following example

Consider the following example of the sales orders of the sales orders details screen for REdetails screen for READY TO WADY TO WAVEAVE orders:

orders: L

Liinne e ddeettaaiillss SShhoow w tthhe e ssttaattuus s oof f pprroodduucctt,, and bins from which the and bins from which the product has been allocated. product has been allocated. Y

You can also ou can also edit order edit order lineslines by clicking the

by clicking theEditEdit link link under the

under theEditEditheading heading forfor the line, if you have the the line, if you have the appropriate permissions. appropriate permissions.

“Understanding Sales Order Line “Understanding Sales Order Line Statuses”

Statuses” on page 57 on page 57 and and “Under- “Under-standing the Purchase Order standing the Purchase Order Report Screen”

Report Screen” on page 37 on page 37.. “Editing Sales Order Line

“Editing Sales Order Line Details” Details” on page 87

on page 87 and and “Editing Purchase“Editing Purchase Order Line Details”

Order Line Details” on page 90 on page 90.. R

Riigghhtt--cclliicck mk meennuu PPeerrffoorrmms s aaccttiioonns s oon n tthhee current order.

current order.

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

page 27.. Shipping/carton

Shipping/carton informa-tion (Packslip Report tion (Packslip Report screens only)

screens only)

Displays carton serial Displays carton serial num-bers, track-trace numnum-bers, bers, track-trace numbers, statuses, and statistics. statuses, and statistics.

“Understanding Shipping Statuses” “Understanding Shipping Statuses” on page 58

on page 58.. EElleemmeennt t EExxppllaannaattiioon n DDeessccrriibbeed d iinn...

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>

> TTo configure o configure the screen:the screen:

1

1 _Click_{Click the}_{the configure}_{configure icon}_icon _{. . The}_{The Form}_{Form Configuration}_{Configuration window}_{window dispays.}_dispays.

NOTE:

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

Customer Report belowbelow..

2

2 _{Click the}_{Click the}_{open so}_{open so}_{link to display the Grid Configuration window for sales orders.}_{link to display the Grid Configuration window for sales orders.}

3

3 _{The Grid Configuration dialog box is described}_{The Grid Configuration dialog box is described below}_{below. Modify the settings as}_{. Modify the settings as required and}_{required and}

click

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Grid Configuration Dialog Box Grid Configuration Dialog Box

Grid Configuration Dialog Box

Grid Properties Section Grid Properties Section

Show if Empty—

Show if Empty—Forces the grid to appear. Normally a grid that has only ‘eForces the grid to appear. Normally a grid that has only ‘e mpty’ values wouldmpty’ values would be hidden.

be hidden.Show if EmptyShow if Emptyis only useful if you have multiple grids on a page.is only useful if you have multiple grids on a page.

Always H

Always Hide—ide—This grid does not display, regardless of whether or not is populated.This grid does not display, regardless of whether or not is populated.AlwaysAlways Hide

Hide is only useful if you have multiple grids on a page. is only useful if you have multiple grids on a page.

Minimize on Activation —

Minimize on Activation — When the screen appears, When the screen appears, the grid will display by default asthe grid will display by default as minimized. For example, i

minimized. For example, in the sales order n the sales order (P(Packslip Report) shown ackslip Report) shown belowbelow, the, thePackslipPackslip Details

Details grid is minimized grid is minimized

This section is minimized This section is minimized

T

To o expand expand a a minimized minimized section, section, click click the the Expand Expand icon, icon, in in the the header header of of thethe minimized section.

minimized section.

This section is now expanded. This section is now expanded.

Minimize on Activation

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Rows Per Page —

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

control tool displays so you can navigate through the pages:

Provides a ‘Page 1 of

Provides a ‘Page 1 of 14’ Control 14’ Control

If blank, or less or equal to zero is entered in the

If blank, or less or equal to zero is entered in theRows Per PageRows Per Page field, the number of field, the number of rows per page is the default that is specified in the configuration for you installation. rows per page is the default that is specified in the configuration for you installation.

Visible Rows —

Visible Rows —Lets you limit the vertical size of the grid. For example, here we are limitingLets 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:

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

Only 10 rows display at Only 10 rows display at one time.

one time.

If blank, or less/equal to zero is entered in the

If blank, or less/equal to zero is entered in theVisible RowsVisible Rows field, the number of rows is field, the number of rows is

the default that is specified in the configuration for you installation. the default that is specified in the configuration for you installation.

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Grid Configuration Dialog Box Grid Configuration Dialog Box Default Sort—

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

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

values in that column.

Column Properties Section Column Properties Section

Each column corresponds to a field in the sales/pur

Each column corresponds to a field in the sales/purchase order. Ychase order. You can specou can specify how andify how and whether the information in the should display.

whether the information in the should display.

Is Visible—

Is Visible—Displays if populated.Displays if populated.

Show if Empty —

Show if Empty —Forces the column to appear even if it completely empty. Normally a columnForces the column to appear even if it completely empty. Normally a column that had only ‘empty’ values, would be hidden.

that had only ‘empty’ values, would be hidden.

Sticky—

Sticky—Sticky columns always display on the left. For exampleSticky columns always display on the left. For exampleProcess StepProcess Step and andPackslipPackslip

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

non-sticky columns.

This line distinguishes the sticky columns from the non-sticky columns This line distinguishes the sticky columns from the non-sticky columns Column Order—

Column Order—Specifies the order the Specifies the order the columns display, from left to right the screen. columns display, from left to right the screen. YYou canou can change the order by renumbering them. Remember that ‘sticky’ columns will always 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 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

‘sticky’ part of the table, the position of columns is determined byColumn OrderColumn Order..

Similarly, Within the ‘non-sticky’ part of the table, the position of columns is determined Similarly, Within the ‘non-sticky’ part of the table, the position of columns is determined by

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Summarize—

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

values. Not that you cannot ‘summarize’ sticky columns.

Filtering Data on

Report/Displa

y Screens

Y

You can apply filters to tables/grids or cou can apply filters to tables/grids or columns displaying the grid filter icon olumns displaying the grid filter icon (for tables/(for tables/ grids)

grids) or or the the column column filter filter icon icon (for (for columns). columns). FiltersFilters restrictrestrict the data displayed according the data displayed according to a specific criterion.

to a specific criterion.

>

> TTo filter information for a o filter information for a table in the table in the window display:window display:

1

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Filtering Data on Report/Display Screens Filtering Data on Report/Display Screens

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

2

2 _{Enter a qualifier for one of more columns. The qualifier could be equal to, or > (greater}_{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. than), or < (less than), or >= (equal or greater than), or < =(equal or less than) a value. 3

3 _Click_Click_Submit_Submit_{. The filter entered displays in the column heading.}_{. The filter entered displays in the column heading.}

For example, to display only those orders assigned to user HH, enter

For example, to display only those orders assigned to user HH, enterHHHHas theas thefilterfilter for for

the

theAssigned To columnAssigned To column::

The column heading displays the filter. The column heading displays the filter.

Another example: T

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

Lines # column:

The column heading displays the filter. The column heading displays the filter.

T

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>

> TTo filter information for a o filter information for a specific column in tspecific column in t he display:he display:

1

1 _Click_{Click the}_{the column}_{column filter}_{filter icon}_icon _for_{for the}_{the column:}_column:

2

2 _{The Column Filter window displays. The window that displays depends on the type of}_{The Column Filter window displays. The window that displays depends on the type of}

column being filtered. column being filtered.

Example 1: Example 1:

Column filter that displays for Column filter that displays for

the thePack-

Pack-Example 1: Example 1:

Column filter that displays for Column filter that displays for

the thePack-

Pack-Example 2: Example 2:

Column filter that displays for Column filter that displays for the

the#Lines#Lines column column

3

3 _{Select on of the filter types and enter a value if needed. Click}_{Select on of the filter types and enter a value if needed. Click}_Submit_Submit_..

In the Example 1 above, we use a wildcard to look for packslips that begin with “107”. 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”.

In the Example 2 above, we are looking for orders with less than 5 lines”.

Clearing Filters

Clicking the

Clicking theClear FiltersClear Filtersbutton button clears clears the the filters filters that that were were applied applied to to a a table table or or column.column. For example, clicking the

For example, clicking theClear FiltersClear Filtersbutton button clears clears the the filter filter applied applied to to thethePackslipPackslip

column. column.

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Selecting Orders Selecting Orders

PROCESSING ORDERS

Y

You can process a single order from a Packslip or Purchase Order Report or you can processou 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

sales/purchase orders by selecting individual orders or groups of orders, and applying actionsactions to them. The available actions are accessed from the right-click menu of the selected order(s). to them. The available actions are accessed from the right-click menu of the selected order(s).

Selecting Orders

T

To process sales/purchase order, you must select o process sales/purchase order, you must select an order or groups of an order or groups of orders to which you willorders to which you will apply an action.

apply an action. YYou can select ou can select orders from:orders from:

•• The Reports The Reports Folder Folder of tof the Rephe Reports orts side-bside-bar mear menu. Fnu. From rom the sithe side-bar de-bar menu, menu, select:select:

Reports

Reports>>PickingPicking>>Sales Order ReportSales Order Report

•• ReportsReports>>ReceivingReceiving > >Purchase Order ReportPurchase Order Report

•• The Sales/PurThe Sales/Purchase Ochase Orders rders details details screenscreens. Fos. For examr example, thple, this is is is the Puthe Purchase rchase OrderOrderss details screen and as you see, it shows the POs and has checkboxes to select them. details screen and as you see, it shows the POs and has checkboxes to select them.

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•• ThThe Cue Custstomomerer, Bi, Bin, an, and Pnd Proroduduct rct repeporortt

Customer Reports shows open sales orders for a given customer; Customer Reports shows open sales orders for a given customer; Product Report shows open sales orders for a given product Product Report shows open sales orders for a given product Bin Detail Report shows open sales orders for a given pick bin. Bin Detail Report shows open sales orders for a given pick bin. For example, open sales orders in the Customer Report

For example, open sales orders in the Customer Report

By default, when you access the details screens that display open sales/purchase orders, or 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 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

actions you apply to them, by invoking the righ t-click menu, will apply to alt-click menu, will apply to all orders (as shownl orders (as shown above).

above). T

To deselect or reseleo deselect or reselect specific orders, use ct specific orders, use the following procedures.the following procedures.

>

> TTo select/deseleco select/deselect an order:t an order:

Click a check box next to an order to enable or disable it. Click a check box next to an order to enable or disable it.

>

> TTo select/deselect o select/deselect all orders:all orders:

1

1 _{Right-click anywhere on the details screen (or Customer/Bin/Product Report for sales}_{Right-click anywhere on the details screen (or Customer/Bin/Product Report for sales}

orders). orders). 2

2 _{From the right-click menu that appears, choose}_{From the right-click menu that appears, choose}_On/Off_On/Off_{to toggle between enabling or}_{to toggle between enabling or}

disabling all check boxes. disabling all check boxes.

>

> TTo select/deselect o select/deselect a contiguous group of orders:a contiguous group of orders:

1

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Processing Orders from Report Scre Processing Orders from Report Screensens

Processing Orders from Report Screens

Y

You can process a single order from a Packslip or Purchase Order Report screen by right-ou can process a single order from a Packslip or Purchase Order Report screen by right-clicking anywhere on the screen to invoke the pop-up menu, and selecting an action. The clicking 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 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 screens (see above), and apply an action to the selected group of orders, as in the following example (taken from a Product Report screen):

example (taken from a Product Report screen):

Y

You can select these sou can select these s ales orders.ales orders.

Using the Right-Click Me

nu

T

To process orders once you have o process orders once you have selected them, you selected them, you right-click anywhere on right-click anywhere on the screen tothe screen to invoke the right-click menu, and select an action.

invoke the right-click menu, and select an action.

•• AcActiotions fns for sor saleales ors orderders ars are dese descricribebed ind in “Actions That Can be Performed on Sales Orders” “Actions That Can be Performed on Sales Orders” on on page 54

page 54..

•• Actions Actions for for purpurchaschase oe orderders rs are are descdescribribed ed inin “Actions That Can be Performed on Purchase“Actions That Can be Performed on Purchase Orders”

Orders” on page 36 on page 36.. NOTE:

NOTE: The actual set of actions available on your pop-up menus will dependThe actual set of actions available on your pop-up menus will depend on the permissions configured for your user ID