Order Number/Document/TransferEnter a Sales Order > Add a Take-With line item > Save the order
Via the Complete the Delivery/Service/Transfer Processes.
Use this screen to specify the pieces that were actually completed or not completed during the process of completing sales orders, transfers, or service orders. Some of the fields shown here do not appear on all detail screens; fields specific to order, transfer, or service details are indicated in the field descriptions.
Order Number/Document/Transfer
The document number and type of document (sales/delivery, transfer, service/in-home, etc.) display from the previous screen and cannot be edited.
For order and service completion detail screens, the customer or account name displays and cannot be edited.
These display-only fields are only shown on the Transfer Completion Detail screen. The location from where the transfer originates and the destination location are displayed.
Use the Complete and Not Complete buttons to toggle the status of all lines. Each button is active only when there are lines in the grid whose status does not match the status displayed on the button. For example, when you initially access this screen all lines default as Complete. Therefore, only the Not Complete button is active.
To indicate that all lines listed are complete, click this button. If lines were previously "not complete", any information related to those lines is removed, including:
Return to Storage Location
Not Completed Comment
Add to As-Is Reason Code
Release Piece not Completed
Re-selecting the Not
Complete button does not restore the information that was lost.
To indicate that all lines listed are not complete, click this button. The return-to storage location for all lines is set to the default return-to storage location indicated in the Return Pickup field on the Inventory & Logistics tab of the Warehouse/Store Location Settings. If no default is designated, the return-to storage location defaults to the location where the piece was originally picked.
Use the Complete and Not Complete buttons to toggle the status of all lines. Each button is active only when there are lines in the grid whose status does not match the status displayed on the button. For example, when you initially access this screen all lines default as Complete. Therefore, only the Not Complete button is active.
For transfers, only merchandise received via the WMS import can be completed. The Not Complete button is grayed if any merchandise on the transfer is received this way. A back order is created for any merchandise that has not been received.
To indicate that all lines listed are complete, click this button. If lines were previously "not complete", any information related to those lines is removed, including:
Return to Storage Location
Not Completed Comment
Add to As-Is Reason Code
Release Piece not Completed
Re-selecting the Not
Complete button does not restore the information that was lost.
For transfers, this button is active if transfer merchandise has been
received via WMS
import.
To indicate that all lines listed are not complete, click this button. The return-to storage location for all lines is set to the default return-to storage location indicated in the Return Pickup field on the Inventory & Logistics tab of the Warehouse/Store Location Settings. If no default is designated, the return-to storage location defaults to the location where the piece was originally picked.
For transfers, only merchandise received via the WMS import can be completed; therefore, this button is grayed out if any transfer merchandise is received via the WMS Ship Received Import.
When you use the Details button at this field, information entered applies to all lines that are Not Complete.
If you have pieces with a current status of Not Complete, this button is active. You can click the button to access the Pieces Not Completed Detail screen, where you record information for pieces not completed, such as the "return to" storage location.
This field appears only on the transfer details screen. If pieces were flagged Not Complete, items not transferred must be rescheduled. Click the calendar icon and select a new transfer date.
This field appears only on the Service Order Detail screen. If pieces were flagged Not Complete, items not completed must be rescheduled for servicing. Click the calendar icon and select a new service date.
This field appears only on the Order Completion Details screen and is active when at least one item is flagged Not Complete. Click the Arrow button to select from a list of existing delivery dates for this document. If you are not rescheduling for an existing date, select None from the drop-down list and then select a date at the Rescheduled Date field.
If multiple delivery dates exist, and you do not reschedule, the quantity not completed becomes unscheduled. If you reschedule, the system schedules the quantity not completed for the new date.
If only a single delivery date exists, and you do not reschedule, the system retains the original delivery date and changes the delivery status to EST. If you reschedule, the system schedules the quantity not completed for the new date and retains the delivery status of scheduled.
If Available
to Promise (ATP) is active and you do not designate a reschedule
date, the lines on the order are considered and the furthest ATP date
on the lines is used.
This field appears only on the Order Completion Details screen and is active when at least one item is flagged Not Complete. Use this field to apply a new delivery date to items flagged as not completed. Click the Calendar icon to specify a new delivery date. To access the Override Route Capacity screen, click the Action button at this field. Once a date is selected, the program moves your entry to the "Reschedule for" field as the current option. However, in this process you can specify only one new delivery date. Once specified, both controls inactivate and are unavailable for change.
This field is affected if Available
to Promise (ATP) is active. If you do not designate a reschedule
date, the lines on the order are considered and the furthest ATP date
on the lines is used.
The following are the columns of information that appear in the grid. Not all of the columns listed appear in all grids.
Ref. No. - This display only column shows each piece's line ID from the order/service/transfer.
Product ID - The product code displays in this column.
Status - This column displays whether the line item is Complete or Not Complete.
Complete
- Click the Complete
button to indicate that the status of the line item is Complete.
If the line was previously marked "not complete", any
information related to that line is removed, including Return to
Storage Location, Not Completed Comment,
Add
to As-Is Reason Code, Release Piece not Completed.
Re-selecting the Not
Complete button does not restore the information that was lost.
For transfers, merchandise can only be completed if received via the
WMS
import.
Not
Complete - Click
the Not Complete button to indicate that the status of the line
item is Not Complete. The Return
to Storage Location is set to the default return to storage location
for that line.
For transfers, when any transfer merchandise has been received
via the WMS
import, all options to set merchandise to Not Complete are
disabled. A backorder is created for any merchandise that has
not been received.
Details
- Click the Details button to set the
exception information for the not completed line. The Pieces
Not Completed Detail screen appears, where you can specify
information for the piece.
Notes - This column displays text indicating the type of line item or other data pertaining to the line item such as the following:
Service
Kit Master
Released
Labor
Charges
As-Is
Confirm (for serial tracked on the way OUT)
Required (for serial tracked on the way IN where pieces have no serial#)
As-Is Reason Code (for piece that is Not Complete and has the Release Pieces Not Completed setting checked)
Serial Reference Number - This column displays the following:
For pieces that are serial tracked on the way IN Also known as full serial tracking. Requires Serial Number Tracking in Inventory Control Settings to be enabled. Each piece of serial tracked product must be assigned a serial number when added to inventory. Piece is referenced and tracked by that serial number for all inventory movement., the serial number is displayed. If no serial number was assigned and the piece is serial tracked, the word Required displays in the Notes column. The Action button in this column is accessible only for serial tracked pieces that are serial tracked on the way IN. If no pieces qualify, the Action button is inactive. If any pieces qualify, the button is active on all rows, but displays an error if you click the button for an invalid piece. When you click the Action button for a serial tracked piece, the Inventory Selection Screen appears, where you can change the piece.
For pieces that are serial tracked on the way OUT Requires that Serial Number Tracking in Inventory Control Settings is NOT enabled. For serial tracked products, each piece is assigned a serial number only when a sale is completed. Serial tracked products are treated as general stock while moving through the inventory; there is no inventory tracking by piece., the serial number is displayed once it has been confirmed. If no serial number confirmation has occurred, the word Confirm is displayed in the Notes column.
For Special Order and As-Is pieces, the reference number is displayed.
Receiving Storage Location - This column displays in grid of the Transfer Completion Details screen. If you click the Action button in this column, the Pieces Not Completed Detail screen displays, where you can indicate the transfer receiving storage location.
Pick From Storage Location - This column displays in the grid of the Order Completion Details and Service Order Detail screens. It is active for one-time order Document is completed directly via order entry process, without the creation of a manifest. documents and for pieces that are general stock, bulk, or serial tracked on the way OUT. When you indicate the storage location, the system verifies that stock exists in that location. Click the Action button to access the Inventory Selection Screen, where you can change the storage location. If no pieces in the grid are applicable, the column is inactive. If any are applicable, the column is active. If you attempt to change location of a piece that is serial tracked on the way IN, an error message is displayed.
Return to Storage Location - This column displays in the grid of the Order Completion Details and Service Order Detail screens. It is active when the status of the line is Not Complete. You can indicate any valid storage location as the return-to location. If you click the Action button in this column, the Pieces Not Completed Detail screen displays, where you can indicate a return-to storage location.
When you click the Actions button, a menu with some or all of these options appears. Not all options listed here appear on all Actions menus on the Service, Transfer, and Order completion/details screens.
Exchange Pickup/Delivery - Use this option to toggle the display between the return and the sales order (replacement) portions of the exchange.
Default All Storage - If set up for storage location tracking, use this option to change the storage location to the default location for all line items.
Confirm All Serial Numbers - If at least one of the serial/reference numbers on an individual order can be changed, use this option to confirm (or change) numbers.
Access Service Order - When completing the service order details, you can use this option to access the Enter a Service Order screen.
Any item on a manifest is capable of creating a manifest exception (for
example, an item not completed or a customer return not picked up). If
your system is tracking manifest completion exceptions (via the Route Exception Retention
PeriodEnter the number of months you want the system
to retain route exception A condition or irregularity recorded by the system. Exceptions can appear in reports, for example, items on a delivery manifest that were not delivered. data (for example,
delivery manifest items not delivered to customers) before purging. The
system purges the data during end-of-month processing. If you enter zero
here, the system does not retain route exception data.
field of the Point
of Sale Control Settings), the system adds each exception to the Route
Exception file, which you can use in the Report
Builder to generate reports about manifest completion exceptions.
For examples of common types of completion exceptions, click
here.