Warehouse Task Management

Menu Path: Warehouse Management $Images\bluerarw.gif$ Wireless Warehouse $Images\bluerarw.gif$ Warehouse Task Management

Purpose

Provide warehouse managers with the ability to control and manage tasks within the warehouse.

Overview

Use Warehouse Task Management to dynamically manage the work load of your warehouse if you are a warehouse manager. This window acts as the control panel for all warehouse activities.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Warehouse Task Management window.
Show Data	Click this button to display task data on the Data tab, based on the criteria selected on the Main tab.
Create	Click this button to display Message and Putaway Task Maintenance, which allows you to create and edit message and putaway tasks.
Cancel	Click this button to delete a selected task. You cannot delete a task if it is assigned. When you click this button to cancel a picking task, the Question dialog box appears, and asks you if you want to also cancel the pick demand(s) related to the task. If you click the Yes button, both the task and the pick demand(s) are cancelled. If you click the No button, only the task is cancelled. If you click the Cancel button, nothing is cancelled.
Release	Click this button to release the selected task.
Hold	Click this button to put the selected task on hold. When you click this button, the Information dialog box appears, and asks you to confirm you want to put the selected task on hold. Click the Yes button to put the task on hold.
Merge	Click this button to merge multiple selected tasks. Before you click this button, use the Ctrl or Shift key to select multiple tasks. Note You can only merge tasks assigned to a user if the user is allowed to access the warehouse areas for all the tasks you are merging.
Merge All Picking Tasks	Click this button to merge all the picking tasks in the grid. The picking tasks get merged based on the settings in Zone Task Options. After merging, a report is outputted which displays how the tasks have been merged.
Release All	Click this button to release all displayed tasks that are on hold. This button is only available if the Data tab is displayed.
Hold All	Click this button to put all displayed tasks on hold. This button is only available if the Data tab is displayed.
Group Assign	Click this button to display Assigned User Selection, which allows you to assign multiple tasks to a user. Before you click this button, you can use the Ctrl or Shift key to select multiple tasks.
Create Cycle Count Task	Click this button to display Create Cycle Count Tasks, which allows you to create cycle count tasks.
Pick Demand Confirm	Click this button to display Pick Confirm Inquiry, which allows you to view detailed pick demand information for a selected picking task if it was picked outside of Wireless Warehouse.
Print Labels	Click this button to display Picking Task Label Print, which allows you to print shipping labels or summary labels or both for the highlighted picking tasks in the warehouse task data grid.

Main Tab Fields and Buttons

Field or Button	Description
Location	Enter a shipping location prefix for which to display task data, or click the Lookup button to select a shipping location prefix. This defaults to the default shipping location for your user ID.
Name	Enter a shipping location name for which to display task data, or click the Lookup button to select a shipping location name. This defaults to the default shipping location for your user ID.
All (Zones)	Select this check box to display task data for all zones. This check box is selected by default.
Zone	Enter a zone for which to display task data, or click the Lookup button to select a zone. This field is only enabled if you clear the All check box.
All (Task Types)	Select this check box to display task data for all task types. This check box is selected by default.
Task Type	Enter a task type for which to display task data, or click the Lookup button to display Task Types, which allows you to select multiple task types. This field is only enabled if you clear the All check box.
All (Assigned Users)	Select this check box to display task data assigned to all user IDs. This check box is selected by default, and is only enabled if you do not select the Unassigned radio button.
Assigned User	Enter a user ID to display task data assigned to that user, or click the Lookup button to select a user ID. This field is only enabled if you clear the All check box.
All (Pick Batches)	Select this check box to display task data for all pick batches. This check box is selected by default.
Pick Batch	Enter a pick batch for which to display task data, or click the Lookup button to select a pick batch. This field is only enabled if you clear the All check box. To select an existing pick batch quickly, you can type the location prefix, followed by a period, then the number. Example To access pick batch CH000000056, type ch.56. The full pick batch number appears when you press the Tab key.
All (Bill of Lading Numbers)	Select this check box to display task data for all bill of lading numbers. This check box is selected by default.
BOL Number	Enter a bill of lading number for which to display task data, or click the Lookup button to select a bill of lading number. This field is only enabled if you clear the All check box.
All (Shippers)	Select this check box to display task data for all shippers. This check box is selected by default.
Shipper ID	Enter a shipper ID for which to display task data, or click the Lookup button to select a shipper ID. This field is only enabled if you clear the All check box.
All (Order Numbers)	Select this check box to display task data for all order numbers. This check box is selected by default.
Order Num	Enter an order number for which to display task data, or click the Lookup button to select an order number. This field is only enabled if you clear the All check box.
All (Completed Dates)	This check box is selected if the you select the Open radio button, and cleared if you select the Closed or Both radio button.
From	Enter or select the first date in the range of dates for which you want to display task data. This defaults to the current date. This field is only enabled if you select the Closed or Both radio button.
To	Enter or select the last date in the range of dates for which you want to display task data. This defaults to the current date. This field is only enabled if you select the Closed or Both radio button.
Tasks	Select one of the following options: Open - Display only tasks that have not been completed. Closed - Display only tasks that have been completed. Both - Display tasks that have and have not been completed. Open is selected by default.
Status	Select the current assignment status for which you want to display task data. Select one of the following options: Multiple - Display only tasks in the specified statuses. If you select this option, select the appropriate status check boxes. All - Display tasks in all statuses. All is selected by default.
Assigned	Select this check box to display tasks with a status of Assigned. This check box is only enabled if you select the Multiple radio button.
In Process	Select this check box to display tasks with a status of In Process. This check box is only enabled if you select the Multiple radio button.
Suspended	Select this check box to display tasks with a status of Suspended. This check box is only enabled if you select the Multiple radio button.
On Hold	Select this check box to display tasks with a status of On Hold. This check box is only enabled if you select the Multiple radio button.
Open	Select this check box to display tasks with a status of Open. This check box is only enabled if you select the Multiple radio button.
Pending Hold	Select this check box to display tasks with a status of Pending Hold. This check box is only enabled if you select the Multiple radio button.
Filter Date	Select whether to filter tasks by assigned, completed, or created date. Completed is selected by default.

Data Tab Fields and Buttons

Field or Button	Description
Auto Refresh	Select this check box to automatically refresh the tasks displayed in the Warehouse Tasks grid after the number of minutes specified in the Minutes field.
Minutes	Enter the number of minutes after which to refresh tasks in the Warehouse Tasks grid. This field is only enabled if the Auto Refresh check box is selected.
Warehouse Tasks	This grid displays task data for the criteria selected on the Main tab. Double-click a task to display Warehouse Task Detail Management. This grid includes the following columns: Batch Number - This column displays the pick batch number for each task. Task ID - This column displays the unique number assigned to each task. Elapsed Minutes - This column displays the amount of time between when each task was started and completed. Zone - This column displays the zone of each task. Ship To Name - This column displays the ship-to address name for the order if appropriate for each task. Task Type - This column displays the type of each task (Picking, Order Staging, etc.). Status - This column displays the current status of each task, as follows: Open - The task has not been worked on. Assigned - The task has been assigned to a specific user. In Process - The task is currently being worked on. Suspended - The task was in process and it was suspended by the assigned user before completion. You can change the assigned user to change the task status back to Assigned. Closed - The task has been worked on and is closed. On Hold - The task is on hold. Pending Hold - The task will be on hold as soon as the in process line is completed. Priority - This column displays the priority of each task. The lowest numbers have the highest priority. You can change the priority unless the task status is In Process. Assigned User - This column displays the user ID assigned to each task; if blank, the task has not yet been assigned to a user. Enter a user ID to assign a user to a task. If a user is not currently working on a task, you can assign the task to another user or clear this field to unassign the task. If a picking task is partially completed, you must put the task on hold before you can change the assigned user. You cannot change the assigned user if the task status is Pending Hold or In Process. # of Lines - This column displays the number of lines for each task. Line % Complete - This column displays the line completion percentage for each task. Unit % Complete - This column displays the unit completion percentage for each task. Volume % Complete - This column displays the volume completion percentage for each task. Weight % Complete - This column displays the weight completion percentage for each task. From Bin - This column displays the bin from which products are moved for each task that moves a product from one bin to another. Customer Code - This column displays the customer code for customers related to tasks. Reference # - This column displays the reference number related to each task. Order Number - This column displays the sales order number if picking an order. Weight U/M - This column displays the weight unit of measure for each task. Weight - This column displays the weight for each task. Volume U/M - This column displays the volume unit of measure for each task. Volume - This column displays the volume for each task. Assigned Date - This column displays the date that each task was assigned. Assigned Time - This column displays the time that each task was assigned. Assigned By - This column displays the person by which each task was assigned. Completed Date - This column displays the date that each task was completed Completed Time - This column displays the time that each task was completed Updated Date - This column displays the date each task was last updated. Updated Time - This column displays the time each task was last updated. Updated By - This column displays the user ID of the person that last updated each task. Ship To Address - This column displays the ship-to address for the order if appropriate for each task. Ship to City - This column displays the ship-to address city for the order if appropriate for each task. Ship to State - This column displays the ship-to address state for the order if appropriate for each task. Ship To Zip - This column displays the ship-to address postal code for the order if appropriate for each task. Bill to Name - This column displays the bill-to address name for the order if appropriate for each task. Bill to Address - This column displays the bill-to address for the order if appropriate for each task. Bill To City - This column displays the bill-to address city for the order if appropriate for each task. Bill To State - This column displays the bill-to address state for the order if appropriate for each task. Bill to Zip - This column displays the bill-to address postal code for the order if appropriate for each task. BOL Number - This column displays the bill of lading number if appropriate for each task. Master BOL Number - This column displays the master bill of lading number if appropriate for each task. Truck Number - This column displays the truck number if appropriate for each task. Shipper ID - This column displays the shipper for each task. Created Date - This column displays the date that each task was created. To Bin - This column displays the bin to which products are being moved (if applicable). Created Time - This column displays the time that each task was created. Alternate Lookup - This column displays the alternate lookup for each task. Customer PO - This column displays the customer purchase order number for each task. Open/Closed - This column displays the open or closed status of each task. Cancelled - This column displays Cancelled for tasks that were cancelled. Status Note - Enter additional information for each warehouse task. Container Name - This column displays the container name for each receiving count task. Product Code - This column displays the product code associated with each task, or displays Multiple if a task is associated with multiple product codes.
Tasks	This field displays the number of tasks displayed in the Warehouse Tasks grid.
# of Lines	This field displays the number of detail lines associated with the tasks displayed in the Warehouse Tasks grid.
Weight	This field displays the weight of products for tasks displayed in the Warehouse Tasks grid.
U/M	This field displays the unit of measure for the weight displayed in the Weight field.
Volume	This field displays the volume of products for tasks displayed in the Warehouse Tasks grid.
U/M	This field displays the unit of measure for the volume displayed in the Volume field.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.