Warehouse Task Detail Management

Menu Path: None

To use Warehouse Task Detail Management, double-click a wireless warehouse task in Warehouse Task Management.

Purpose

View wireless warehouse task details.

Overview

Use Warehouse Task Detail Management to view detailed information for wireless warehouse tasks. You can also select a line in a task and create a new task for the line, which is assigned a selected user ID and priority.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Warehouse Task Detail Management window.

Show Data

Click this button to refresh data in the Task Detail grid.

Re-sort

Click this button to re-sort the task lines based on the Pick Demand Primary Line Sort and Pick Demand Secondary Line Sort options.

Print Deallocation Report

Click this button to print and review the deallocation report for Cycle Count, Self Directed Move, and Manual Putaway tasks.  This button is only available for Cycle Count, Self Directed Move, and Manual Putaway tasks.

Inquiry Tab Fields and Buttons

Field or Button

Description

Task Id

This field displays the task ID number.

Task Type

This field displays the type of task.

Zone

This field displays the zone for the task.

Status

This field displays the status of the task.

Assigned User

This field displays the user ID of the user assigned to the task.

Assigned User (Split/Unsplit Task)

Enter a user ID of a user to which to assign the selected line in the Task Detail grid, or click the Lookup button to select the user ID.

Priority

Enter a priority for the split line.

Split Task

Click this button to split the selected line in the Task Detail grid to a new task. You can also split pick demand tasks.

Note You cannot split assigned tasks.

Pick Demand Primary Line Sort

Click the Lookup button to select a primary sort sequence of line items on the picking task. Select one of the following options:

  • Bin Sequence - Sort line items by bin sequence, then by bin name, and then by product. If this is selected and bin sequences are not set up (or are the same for all bins), line items are sorted by bin name.

  • Pick Sequence - Sort line items by pick sequence, then by product or bin sequence.

  • Product Name - Sort line items by product name, then bin sequence.

This defaults to Bin Sequence.

Pick Demand Secondary Line Sort

Click the Lookup button to select a secondary sort sequence of line items on the picking task. Select one of the following options:

  • Bin Sequence - If this is selected and bin sequences are not set up (or are the same for all bins), line items are sorted by bin name.

  • Product Code

  • Product Name

Note If you select Product Name for the Pick Demand Primary Line Sort field, you can only select Bin Sequence. If you select Bin Sequence for the Pick Demand Primary Line Sort field, you can only select Product Code or Product Name.

This defaults to Product Code.

Task Detail

This grid displays detailed information for the task. This grid includes the following columns:

  • Line # - This column displays the detail line number of this task.

  • Reference # - This column displays the reference number related to the task.

  • Order Number - This column displays the order number if picking an order.

  • Customer Code - This column displays the customer code if a customer is related to this task.

  • Product Code - This column displays the product code.

  • Product Name - This column displays the product name.

  • Qty - This column displays the quantity related to the task.

  • U/M Code - This column displays the unit of measure related to the quantity of the task.

  • From Bin - This column displays the bin where the product is being removed for bin moves.

  • To Bin - This column displays the bin where the product is being placed for bin moves.

  • Current Bin - This column displays the current bin for bin moves.

  • Lot - This column displays the lot number for the selected task.

  • Serial - This column displays the serial number for the selected task.

  • Task Type - This column displays the task type.

  • Assigned User - This column displays the user assigned to this task.

  • Status - This column displays the current status of the task.

    • 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 before completion.

    • Closed - The task has been worked on and is closed.

  • Volume - This column displays the volume of products associated with this task.

  • Volume U/M - This column displays the volume unit of measure.

  • Weight - This column displays the weight of products associated with this task.

  • Weight U/M - This column displays the weight unit of measure.

  • Start Date - This column displays the date that this task was started.

  • Start Time - This column displays the time that this task was started.

  • Elapsed Minutes - This column displays the amount of time between when the task was started and when it was completed.

  • Completed Date - This column displays the date that this task was completed.

  • Completed Time - This column displays the time that this task was completed.

  • Shipper ID - This column displays the shipper.

  • Truck Number - This column displays the truck number.

  • Master BOL Number - This column displays the master bill of lading number.

  • BOL Number - This column displays the bill of lading number.

  • Sales Track # - This column displays the serial number for products using sales serial tracking.

  • Package Number - This column displays the package number for picking tasks.

  • Pallet ID - This column displays the pallet ID for picking tasks.

  • PO / Container Number - This column displays the purchase order or container number associated with this task.

  • Receipt Number - This column displays the receipt number associated with this task.

  • Tote ID - This column displays the tote ID associated with this task.

  • On Tote - This column displays whether the item of this picking task line is on tote or not.

  • First Carton Code - This column displays only the first carton code, although a task line can have multiple carton codes.

  • Deallocation - This column displays whether any order deallocation is made or not.

Note This grid will not display detailed information for directed putaway tasks because the details for the task are not created until the product is put in a bin.

Double-click a bin count task to display Bin Count Details, which allows you to view products for the task.

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.