Load order pull confirmation

 

Allows the Order/Shipping department to assign Order detail that exists on a particular Load to specific Inventory Locations, i.e. Coolers, Loading Docks, and the like.  At the same time the user may apportion the On Order quantities to numbered boxes (containers).  This container information is placed in the line item "Comment Field" on the Order and is carried forward to the eventual Invoice.  This container information will print on the Packing Slip in order that the crews will know which containers are assigned to which orders.  The critical function this program performs is that of allowing the manager to know what is left in the cooler to ship and what box numbers got assigned to the Order.

Select from the main menu- Reports/Shipping/Load Order Pull Confirmation to begin using this program.  The window similar to that displayed in fig 1 will be displayed just after a Load Number is keyed in.

Load Order Pull Confirm fig 1

 

A brief explanation of the above is all that need be required for understanding what you are viewing in fig 1 above.  Note:  If your Order fulfillment process assigns Inventory Locations to your Items on Order detail lines immediately, you may skip to Step 8 below.  If on the other hand you use 'dated Inventory Locations' you don't want to skip Steps 1 through 7.

  1. First, a Load Number is dropped or keyed into the field and tabbed off of.  The Orders existing on that Load are then displayed in the list box just below that.

  2. Next, the first Order on the list has been selected.  This directs the system to display in the lower list box the line items (Order detail) that correspond to the selected Order.

  3. Notice that the 1st line is white because it will be filled from a Purchase Order rather than a Location, and the 3rd line is also white because it is a Comment line and requires no Items to be filled from a Location either.

  4. The 4th and 5th lines, as well as the 2nd line (if not being highlighted), have Red colored backgrounds because they are not yet filled from a Location.

  5. Item E064 is then selected as our first Item to be pulled from a Location by clicking directly on it.  The system then presents the Location Selection window show below in fig 4.  Note in the title it mentions 1000 are ordered and none have been pulled from the locations listed, as yet.

Load Order Pull Confirm fig 4

 

  1. Left clicking on Location Z FIELD 020816 will cause the numeric pad displayed in fig 5 to appear so that the user has a convenient means of entering numbers.  The system knows there are 1000 On Order for this Item and the Amount shown defaults to that requested quantity.  As inventory is pulled from Locations, the Amount showing on the numeric pad will adjust automatically to the remaining quantity yet to be pulled.

  2. Accept the default quantity or enter a smaller quantity, then select OK.  In any case, the system will not allow the user to Continue/Complete beyond fig 4 until the all of the 'requested' quantity on the Order for that Item has been pulled from the desired Locations.  Therefore this process allows the user the ability to 'loop' back to step 6 in order to select another Location if the previous Location doesn't satisfy the entire requested quantity.

Load Order Pull Confirm fig 5

  1. When the entire requested quantity for this Item has been assigned to Locations to pull from, the system will present a window resembling that shown in fig 2 so that the specific container i.e., box, package, etc..., may be selected for use.  In this example we have selected a container number 1.  This container is designated as reusable but it would make no difference to the system whether it was or wasn't reusable since the meaning or intent of the term "reusable" is left up to the user to enforce.

Load Order Pull Confirm fig 2

 

  1. As Container 1 is selected the familiar numeric pad appears so that quantities may be keyed in with the minimum of effort.  The window is identified for your convenience as "Quantity to Place in Container" and the default is again the original requested quantity on the Order.  However, it should be noted that multiple containers can be selected and the user's desired quantity added into each of those containers.  At the time this documentation is being written, this report doesn't try to keep track of the quantities the user enters.  Selecting OK on this window completes the assignment of the desired Amount to the previously selected Container.  This process allows the user to 'loop' back to fig 2  in order to select another Container Number in which to 'pack' this Item.  This completes the basic process of Load Order Pull Confirmation.

Load Order Pull Confirm fig 6

 

The Load Order Pull Confirmation report also provides the necessary ability to create, update or even delete packages, boxes, and containers.  This function is performed in the window displayed in fig 2.  

  1. The user can access this window directly from the original window titled "Load Order Pull Confirmation" as shown in fig 1 by clicking on File, then Define Containers in the drop down menu that appears.

  2. Right clicking in the list box of this window will cause the pop-up window to appear with the options to Add, Update, or Delete (Container).  Selecting Add New Container will cause the window represented in fig 3 to appear.

  3. Selecting Record will add a Container to the list box with the designated number you have entered.  If the user then right clicks on the newly created Container, the pop-up window will again appear, however, the update container and delete container will be selectable.

Load Order Pull Confirm fig 3

 

 Buttons on this Window

OK - Begin the process and/or accept the settings and save.

Cancel - Quit the current process without saving any changes.  May appear as if a step back has been taken in the process and ready to begin anew.

Continue/Complete - Similar to OK button.  Usually means this step or phase is acceptable and the user is ready to continue on with the process at large.

Record - Saves entries the user has entered using the report function, and the system makes any updates or postings expected of the completed process.

Pull down Menus

Left clicking on the selections that run along the top of the form activates the pull down menus for the individual form. Once a word is selected a submenu will appear under the word. Select the appropriate option from the submenu by dragging the mouse pointer to that option and left clicking. The options available for the pull down menu on this form are as follows:

 
File:
bulletClose - This will deactivate the window for this function.
bulletDefine Containers - Presents the Shipping Container Definitions window allowing the Adding, Updating, or Deleting of Containers.
Options:
bulletSave Form Location -  This will save the current location of this form for retrieval the next time this window is displayed. If not saved, the system will not ‘remember’ the current location and will be displayed in the original location. This will change the program’s default location.
bulletSave Print Options -  This will save all the print options, margins, check box settings, sequences, and form names currently set in this print window.  This can be a real time saver if settings don't often change because it prevents the program from reverting back to the default options the next time this print window is opened.

 
This completes the discussion of Load Order Pull Confirmation report function.