Access to the application and what the application can do is controlled by the ZSOC Role and additional roles the within the application

Prompt for Warehouse

The first screen shown contains a list of warehouses where sales orders/pick slips exist. Orders have the following statuses:

• 11 Backorder
• 25 Transfer Backorder
• 30 Ready for Picking 
• 35 Transfer Ready for Picking 
• 40 Picking Slip Printed
• 45 Transfer Picking Slip Printed

• Select - Selects the warehouse that the cursor is positioned on
• Tag - Tags the row the cursor is positioned on. The row will change to green, and the Tagged total counter will increment. This mode toggles the tag on a given row
• Tag Class - Tags all rows with the same class as the row the cursor is positioned on
• Z Tag Reset - Removes all tags
• Proceed - Selects the tagged warehouses for inquiry
• All Whse - Executes the inquiry for all warehouses on the list
• Escape - Exits the application 

Proceed 

Executes the inquiry for the warehouses and critirea chosen

Correct

Prompts for inquiry criteria, each of the from/to has it's own help screen

Then use the check boxes to filter order status, inventory items to include and if order line tagging is required

The top of the screen shows total order lines, tagged and unchanged. Items with no available stock are shown in orange

• Order Line Maint 
  • Executes core sales order line edit for the order that the cursor is positioned on
  • Note that using this mode will cause the inquiry datagrid to reset since all order lines must be reassessed after order line maintenance has occurred
  • A refresh removes all tag and change markers and resets tag & change totals
• Filter Whse
  • Returns to the warehouse prompting screen. This will refresh the line inquiry based on any changes
• Filter Item & Order
  • Returns to the item & Order Criteria screen. The line inquiry screen will be refreshed based on any changes made
• Drill Down
  •  Calls a detailed inquiry for the item, order, order line, order audit or customer for the row that the cursor is positioned on

• Tag
  • Tags the row for Line Allocation. Mode toggles
  • When a row is tagged, a sequence number is assigned. When Line Allocation is performed, it will be in the sequence that lines were tagged

Z Tag Reset

Resets all tags

Escape, exits the application. 

If rows are tagged, the dialogue below appears

Line Allocation

Mode is selected after lines are Tagged or if the checkbox for tagging is unchecked.

All changes made in here will appear on the SO audit screen

The Line is shown in detail. Note that this example if for a serialized item

Modes on screen are also shown as Options(buttons) within the screen itself

Arrows drill down to whatever they are shown against

Help is displayed when the mouse pointer hovers over the arrow

Status

Orders that are 40 Picking Slip Printed or 45 Transfer Picking Slip Printed must have their statuses changed back to 30 Ready for Picking and 35 Transfer Ready for Picking respectively 

This option performs that function 

Order Delivery

Prompts for the order delivery date change

Maintain

Calls a screen to maintain serial numbers allocated to the order line

View

Calls an inquiry screen showing serial numbers allocated to the order line

Remove

Removes the serial number allocated to the order line, after confirmation

Proceed

Do nothing. Return to the calling line allocation screen

Deallocate

Typically used with the radio button in the Make Available position

This will reset the Shipped (and any Backorder) quantity and increase the stock available

The line is marked as changed

Any serial number removed, the shipped and backorder quantities reset

Allocate

A line that is back ordered or has shipped/back order can be allocated to with one click 

The radio-button can only be in the ship position

Line is now shipped

Allocate a serial number

Serial is allocated 

The Picking Slip can now be processed and the serial installed.