Pick Demand Zone Preview Inquiry

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Purpose

Preview expected picks by zone based on sales orders

Overview

Use Pick Demand Zone Preview Inquiry to preview projected pick activities by zone based on a selection of sales orders.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Pick Demand Zone Preview Inquiry window.

Show Data

Click this button to display pick activity, based on the criteria selected.

Print

Click this button to output the Demand Inventory On Hand By Bin Report based on the options selected in the Bin Report Options section. This button is only available if you select the Product radio button.

Select Tab Fields and Buttons

Field or Button

Description

Prefix

Enter a location prefix for which to display pick activity, or click the Lookup button to select a location prefix.

Name

Enter a location name for which to display pick activity, or click the Lookup button to select a name.

Query by

Select one of the following options:

  • Product - Display product-specific pick activity information.

  • Order - Display order-specific pick activity information.

All Waves

Select this check box to display pick activity for all waves. This check box is selected by default.

From (Wave)

Enter the first wave in a range of waves for which to display pick activity. This field is only enabled if you clear the All Waves check box.

To (Wave)

Enter the last wave in a range of waves for which to display pick activity. This field is only enabled if you clear the All Waves check box.

All Routes

Select this check box to display pick activity for all routes. This check box is selected by default.

From (Route)

Enter the first route in a range of routes for which to display pick activity. This field is only enabled if you clear the All Routes check box.

To (Route)

Enter the last route in a range of routes for which to display pick activity. This field is only enabled if you clear the All Routes check box.

Base Demand on

Select one of the following options:

  • Ordered - Use the sales order quantity ordered for picking quantities.

  • Allocated - Use the sales order quantity allocated for picking quantities.

All Required Dates

Select this check box to display pick activity for all required dates. This check box is cleared by default.

From (Required Date)

Enter the first required date in a range of required dates for which to display pick activity. This field is only enabled if you clear the All Required Dates check box.

To (Required Date)

Enter the last required date in a range of required dates for which to display pick activity. This field is only enabled if you clear the All Required Dates check box.

All Shippers

Select this check box to display pick activity for all shippers. This check box is selected by default.

ID

Enter a shipper ID for which to display pick activity. This field is only enabled if you clear the All Shippers check box.

All Product Pick Groups

Select this check box to display pick activity for all pick groups. This check box is selected by default.

Group

Enter a pick group for which to display pick activity. This field is only enabled if you clear the All Product Pick Groups check box.

Drop Ships

Select this check box to include drop ship orders in the displayed pick activity.

Credit Hold

Select this check box to include orders on credit hold in the displayed pick activity.

Margin Hold

Select this check box to include orders on margin hold in the displayed pick activity.

All Zones

Select this check box to display pick activity for all zones. This check box is selected by default.

Zone

Enter a zone for which to display pick activity. This field is only enabled if you clear the All Zones check box.

Product/Order

This grid displays pick activity by product order based on whether you select the Product or Order radio button.

Total Pick Line Count

This field displays the total number of projected pick lines for which information is displayed.

Total Weight

This field displays the total weight of orders for which information is displayed.

Total Order Count

This field displays the total number of orders for which information is displayed.

Total Volume

This field displays the total volume of orders for which information is displayed.

All/Selected

Select whether to output the report for all products or only selected products. These radio buttons are only available if you select the Product radio button.

Show Products with ZERO on Hand

Select this check box to include products with zero quantity on hand on the report. This check box is only available if you select the Product radio button.

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.

Task Occurs

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 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.