WMS Import Management

Menu Path: Warehouse Management $Images\bluerarw.gif$ External Warehouse Management System $Images\bluerarw.gif$ WMS Import Management

Purpose

View data imported from a third-party WMS.
Reprocess imported data from a WMS.

Overview

Use WMS Import Management to view data that was imported from a third-party WMS in WMS Import. If there were errors during an import, the data can be manually changed and reprocessed.

Reprocessing Imported WMS Data

To reprocess imported WMS data:

Select filter options for the imported data you want to review.
Click the Show Data button in the ribbon. The Results tab displays imported WMS data.
Double-click a transaction you want to reprocess. WMS Import Detail appears, and allows you to update the data.
Click the Update button in the ribbon.
Manually change the imported data as necessary.
Click the OK button in the ribbon. The transaction is reprocessed.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the WMS Import Management window.
Show Data	Click this button to display data that was imported from the WMS based on the selected criteria.
Reprocess	Click this button to reprocess imported WMS data. This button is only available if the Results tab is displayed.

Main Tab Fields and Buttons

Field or Button	Description
All Locations	Select this check box to display imported data for all locations. This check box is selected by default.
Prefix	Enter a location prefix for which to display imported data, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box.
All Process Dates	Select this check box to display imported data for all process dates. This check box is selected by default.
From (Process Date)	Enter the first process date in a range of process dates for which to display imported data, or click the drop-down arrow to select a process date. This field is only enabled if you clear the All Process Dates check box.
To (Process Date)	Enter the last process date in a range of process dates for which to display imported data, or click the drop-down arrow to select a process date. This field is only enabled if you clear the All Process Dates check box.
All WMS Transaction Dates	Select this check box to display imported data for all WMS transaction dates. This check box is selected by default.
From (WMS Transaction Date)	Enter the first WMS transaction date in a range of WMS transaction dates for which to display imported data, or click the drop-down arrow to select a WMS transaction date. This field is only enabled if you clear the All WMS Transaction Dates check box.
To (WMS Transaction Date)	Enter the first WMS transaction date in a range of WMS transaction dates for which to display imported data, or click the drop-down arrow to select a WMS transaction date. This field is only enabled if you clear the All WMS Transaction Dates check box.
All Transaction Keys	Select this check box to display imported data for all transaction keys. This check box is selected by default.
From (Transaction Key)	Enter the first transaction key in a range of transaction keys for which to display imported data. This field is only enabled if you clear the All Transaction Keys check box.
To (Transaction Key)	Enter the last transaction key in a range of transaction keys for which to display imported data. This field is only enabled if you clear the All Transaction Keys check box.
All WMS Import Keys	Select this check box to display imported data for all WMS import keys. The WMS import key is a unique value assigned to each WMS transaction. This check box is selected by default.
From (WMS Import Key)	Enter the first WMS import key in a range of WMS import keys for which to display imported data. This field is only enabled if you clear the All WMS Import Keys check box.
To (WMS Import Key)	Enter the last WMS import key in a range of WMS import keys for which to display imported data. This field is only enabled if you clear the All WMS Import Keys check box.
Error Flag	Select whether to display imported data that had errors, did not have errors, or both did and did not have errors.
Reviewed	Select whether to display imported data that was reviewed, was not reviewed, or both was reviewed and was not reviewed.
Include Unprocessed Transactions	Select this check box to display transactions that were not processed because the transactions had an invalid record type, location prefix, or format.
Include Pick Demand Transactions	Select this check box to display imported data for pick demand transactions. This check box is selected by default.
Include Status Update	Select this check box to display pick demand status updates. This check box is selected by default, and is only enabled if the Include Pick Demand Transactions check box is selected.
Include Package Import	Select this check box to display package import transactions. This check box is selected by default, and is only enabled if the Include Pick Demand Transactions check box is selected.
All Apprise Pick Demands	Select this check box to display imported data for all Apprise pick demands. This check box is selected by default, and is only enabled if the Include Pick Demand Transactions check box is selected.
From (Pick Demand)	Enter the first pick demand in a range of pick demands for which to display imported data, or click the Lookup button to select a pick demand. This field is only enabled if you clear the All Apprise Pick Demands check box.
To (Pick Demand)	Enter the last pick demand in a range of pick demands for which to display imported data, or click the Lookup button to select a pick demand. This field is only enabled if you clear the All Apprise Pick Demands check box.
All Orders	Select this check box to display imported data for all orders. This check box is selected by default, and is only enabled if the Include Pick Demand Transactions check box is selected.
From (Order)	Enter the first order in a range of orders for which to display imported data, or click the Lookup button to select an order. This field is only enabled if you clear the All Orders check box.
To (Order)	Enter the last order in a range of orders for which to display imported data, or click the Lookup button to select an order. This field is only enabled if you clear the All Orders check box.
All WMS Pick Tickets	Select this check box to display imported data for all WMS pick tickets. This check box is selected by default, and is only enabled if the Include Pick Demand Transactions check box is selected.
From (WMS Pick Ticket)	Enter the first WMS pick ticket in a range of WMS pick tickets for which to display imported data. This field is only enabled if you clear the All WMS Pick Tickets check box.
To (WMS Pick Ticket)	Enter the last WMS pick ticket in a range of WMS pick tickets for which to display imported data. This field is only enabled if you clear the All WMS Pick Tickets check box.
Include Receipt Transactions	Select this check box to display imported data for receipt transactions. This check box is selected by default.
Receipt Type	Select the types of receipt transactions to display. This radio set is only enabled if the Include Receipt Transactions check box is selected.
All Receipt Transactions/POs/Containers/Return Orders	Select this check box to display imported data for all receipt transactions, purchase orders, containers, or return orders. This check box is selected by default, and is only enabled if an option other than All is selected for the Receipt Type radio set.
From (Receipt Transaction/Purchase Order/Container/Return Order)	Enter the first purchase order, container, or return order in a range of purchase orders, containers, or return orders, or click the Lookup button to select a purchase order, container, or return order. This field is only enabled if you clear the check box to the left of it.
To (Receipt Transaction/Purchase Order/Container/Return Order)	Enter the last purchase order, container, or return order in a range of purchase orders, containers, or return orders, or click the Lookup button to select a purchase order, container, or return order. This field is only enabled if you clear the check box to the left of it.
Include MFG Transactions	Select this check box to display imported data for manufacturing transactions. This check box is selected by default.
All Work Orders	Select this check box to display imported data for all work orders. This check box is selected by default, and is only enabled if the Include MFG Transactions check box is selected.
From (Work Order)	Enter the first work order in a range of work orders for which to display imported data, or click the Lookup button to select a work order. This field is only enabled if you clear the All Work Orders check box.
To (Work Order)	Enter the last work order in a range of work orders for which to display imported data, or click the Lookup button to select a work order. This field is only enabled if you clear the All Work Orders check box.
Include Other Transactions	Select this check box to display imported data for other transactions. This check box is selected by default.
Include Inventory Adjustment	Select this check box to display imported data for inventory adjustments. This check box is selected by default, and is only enabled if the Include Other Transactions check box is selected.
Include Bin Move	Select this check box to display imported data for inventory bin moves. This check box is selected by default, and is only enabled if the Include Other Transactions check box is selected.
Include One Step Location Transfer	Select this check box to display imported data for one-step location transfers. This check box is selected by default, and is only enabled if the Include Other Transactions check box is selected.
Include QOH Comparison	Select this check box to display imported data for quantity-on-hand comparisons. This check box is selected by default, and is only enabled if the Include Other Transactions check box is selected.
All Product Codes	Select this check box to display imported data for all products. This check box is selected by default.
From (Product Code)	Enter the first product code in a range of product codes for which to display imported data, or click the Lookup button to select a product code. This field is only enabled if you clear the All Product Codes check box.
To (Product Code)	Enter the last product code in a range of product codes for which to display imported data, or click the Lookup button to select a product code. This field is only enabled if you clear the All Product Codes check box.
Include Confirm	Select this check box to display imported data for WMS confirmations.
Confirm Type	Select the WMS confirmations for which to display imported data. This radio set is only enabled if the Include Confirm check box is selected.
All Transactions/Pick Demands/POs/Containers/WOs/Return Orders/Products	Select this check box to display imported data for all transactions, pick demands, purchase orders, containers, work orders, return orders, or products. This check box is selected by default, and is only enabled if an option other than All is selected for the Confirm Type radio set.
From (Transaction/Pick Demand/Purchase Order/Container/Work Order/Return Order/Product)	Enter the first pick demand, purchase order, container, work order, return order, or product in a range of pick demands, purchase orders, containers, work orders, return orders, or products, or click the Lookup button to select a pick demand, purchase order, container, work order, return order, or product. This field is only enabled if you clear the check box to the left of it.
To (Transaction/Pick Demand/Purchase Order/Container/Work Order/Return Order/Product)	Enter the last pick demand, purchase order, container, work order, return order, or product in a range of pick demands, purchase orders, containers, work orders, return orders, or products, or click the Lookup button to select a pick demand, purchase order, container, work order, return order, or product. This field is only enabled if you clear the check box to the left of it.

Results Tab Fields and Buttons

Field or Button

Description

Transactions

This grid displays imported data based on the criteria selected on the Main tab after you click the Show Data button in the ribbon.

In the Reviewed column, you can mark a transaction as reviewed. You can also enter notes in the Reviewed Notes column.

If you want to reprocess an error transaction that was previously processed, select the check box in the Reprocess column, and click the Reprocess button in the ribbon.

Double-click a transaction to display WMS Import Detail, which allows you to view detail for imported data, and manually update imported data if errors occurred during the import process.

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.