Order Fill

Content was last updated in 06.01.17-00

The Order Fill dialog is used to record how each item on an order is filled - including item exchanges and additions. The buttons located along the left side of the Order Fill dialog provide access to the order fill functions. Toolbar icons at the top of the window are shortcuts to miscellaneous functions. Below the toolbar are fields that display the order and customer information. Items on the order are listed in the grid below the order and customer information.

How to access Order Fill

Warehouse > View > Order Fill > Search for Orders > Double click on Warehouse Prep task.
Fill Orders button > Search for orders > Edit.
Warehouse > Search Orders > search for the order > click on Fill Orders icon.

Icon Information

Icons	Description
	The Find icon opens the Find window from which you can conduct a search for items within the order being filled.
	The Pick List icon opens the Pick List window from where items on the order can be printed.
	The Refresh icon updates t he data shown within the Order Fill dialog to reflect changes made since the dialog was opened.
	The Comments icon lets you enter and save comments for the highlighted order line For more information see order comments
	The Filter By icon opens the Filter By window from where you can filter the unfilled items by setting various filters.
	The Zoom In / Out icon hides the header information area so that you can get a larger view of the data grid.
	The Print Sub-Tag icon prints information for sub-rented items on the open order.
	The Print Ship Tag icon prints the Order ID, Delivery and Pick Up dates and times, event Location, Client name and event Booth #.
	The Print Filled icon prints a list of all filled items on the open order.
	The Print Order icon displays the Form Type Options window from where the fill order can be printed.
	The Print Exception icon prints a list of unusual actions performed while filling an order - such as item additions, deletions and exchanges or returning items from another order.
	The View Kit Details icon opens the Kit Details window where the details of the items in serial (locked) kits can be viewed.
	Use the Expand/Collapse icon helps us to view the status of all the assets for a particular order. This feature allows you to view the child items of a Kit which are marked as Ship mandatory.
	The View Kit Mandatory Details displays all the mandatory items belonging to the kit.
	Clicking on the Ship Filled icon will dispatch the item on the order. The item line will disappear from the window and will be displayed only when the Filled And Out checkbox is selected and Refresh icon clicked.
	Clicking on the Dispatch and Transfer Items From Order icon will open the Order search window
	You can view the changes made to the items in the order in the Warehouse by clicking on the Warehouse Order History.
	You can click on the View Exceptions icon to view and print the exceptions that are generated for Fill Order, Return Order, Transfer Order and Ship Orders. By default the Fill checkbox will be selected in the Exception Detail window.

Field Information

Field Name	Description
Contract Number	Displays the unique identification number of the order.
Description	Displays the description of the order.
Customer	Displays the customer for whom the order is being created.
Address	Address of the customer.
Prep	The prep date in the order header.
Ship	The ship date in the order header.
Return	The return date in the order header.
Assigned To	Displays the employee's name to whom the order is assigned.
Sales person	Displays the salesperson's name for the order.
Location	The location that is defined in the Shipping tab of the order
Comments	Pick list and delivery comments given for the order can be viewed here. You can also give comments by clicking on the importable button which will display an Comments dialog box where you can refresh, add and edit Comments.

Filter By Options

Field Name	Description
Date and Apply Date	When opened from the Fill Order window, the dates field will be blank. On selecting Apply Date check box, the order prep and return dates and time will be displayed in the fields. You can select a date range in the drop down calendars. Depending on the selection, all the items that have the prep dates within the selected date range will be displayed. If the Order Fill window is opened by clicking on the Prep schedule line in the Warehouse main window, then the order prep date and the time will be displayed. If the Apply Check box is de-selected, then the date and time fields will be disabled.
Deleted	Selecting this check box and then clicking the Refresh button will filter the deleted items on the order.
Filled & Out	Selecting this check box and then clicking on the Refresh button will filter the items of the order which have already been filled and shipped.
View	As on Order: Displays the lines in the same order as they have been added on the order Group by Items: Same Items will be grouped together and displayed in Return Order

Button Information

Button Name	Function
Fill Items	The Fill Items button opens the Fill Items dialog Scan the item's bar code or enter the item's asset ID manually.
Receive Fill	Use this function to fill an item that does not yet exist in inventory but for which there is an existing Product Id. The Receive Fill button access the Receive Inventory dialog where you can enter new assets for serial items needed to fill this order. This option is available only for Serial items having not available or reserved status. For example, your order requires three of a particular monitor, but only two are available in inventory. To fill the third monitor, you need to receive it first. This function lets you receive the monitor into inventory without exiting the Order Fill dialog.
Un Fill	The Un Fill function lets you correct fill mistakes. To use, highlight the incorrectly filled item line and click on Un Fill.
Add items	This button opens the standard Items search dialog from which you can search for and select Items, sub-category items and Kits and add them to the order in the Order Fill Window.
Exchange	The Exchange button allows to exchange an not available item with another available item. Clicking this button opens an Item dialog box where we can select the item from the displayed item list with which you want to exchange the item of the order. The exchange can be done only when the items in the Order is in the Not Available status and it works only if the selected item is assigned to an Exchange Group. Note: You can only select same type of items i.e If an item is serial, for exchange we can only select serial items and vise versa.
S-Fill	Use this button to fill Sub-rented items. To S-Fill an item, highlight the item line and click on S-Fill.
Delete	Use this button to delete items added during this Order Fill session. To do this, highlight the item, then click on Delete. Note: You can only delete items from the Ship Order window if that item was added during the current session. You cannot delete items that were added through the order window.
Assets	This function button lets you view the details of Serial Assets for a product. To do this, highlight the item line then click on Assets. The Assets dialog will appear.
Fill All	Use this function to fill all the items on the Order, in a single step.. Note: You may use the Fill All/ return All option in Configuration module to remove the Fill All button from the Order Fill dialog. You may also use Security to limit employee access to this option. See Order Fill Window.
Fill Filtered	Use this function to fill Only the filtered items. See Order Fill Window
Read Data	Use this function to read data from a batch scanner such as the Symbol PDT3100 or Symbol P360. To use this feature, place the scanner in its cradle and click on the Read Data function button. This opens the Read Data dialog where you select a Port , Status and configure, then click on Read Data.
Read File	Use this function to import information previously scanned from a batch scanner and stored as an electronic file. Know more?
Sort	The Sort button opens the Sort window where you can define how R2 will list the search results. The first field of the Sort section lists the field types. The second field allows you to choose either the ascending or descending option or no particular order at all. You can set priorities for sorting by dragging the Fields. Ascending sorts the records from lowest value to highest value. Example: A, B, C, D. . . Descending sorts the records from highest value to lowest value. Example: Z, Y, X, W, If None is selected then no particular sorting order will be applied at all.
Pick Assets	Clicking this button displays the Assign window where the assets of an item can be filled. The Pick Assets button only when the status of the item is Reserved.
Swap	Serial Items in Return order can be exchanged with other assets using the Swap functionality.
Expand All	Use the Expand All button to view and hide items included in a kit. More...
Parts	This button opens the standard Parts search dialog from which you can search and select parts to the order.
View PO	You can select a P-Assigned line and click View PO to open the purchase order that was created for the item.
Close	Click on the Close button to exit from the window after saving all the changes made.

Columns in Order Fill

Column Name	Description
C	If any comment is defined for an order then you will view a check mark for this column.
Status	Status of the item.
Action	The action defined for the item.
Product ID	The unique identification number of the product.
Asset ID	The unique identification number of the asset.
Description	The description of the product.
Ordered	The number of items that are ordered.
Filled	The number of items that are filled.
Container ID	The unique identification number of a container.
PO/Transfer ID	The unique identification number of the Purchase Order or Transfer order.
Vendor/Site	Displays the vendor name for Sub-rental and Purchase order items,and site name for the Transfer Order items.