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(06.24.01-00) Open the Asset Projection View from Search Inventory Window

Reference No: R2-664

Details

Support for Asset Projection View icon is provided in the Search Inventory module > Search Inventory window, as shown in Figure 1.0.

Figure 1.0 Search Inventory module > Asset Projection View icon > Asset Projection View window

The below Sample Workflow explains the above functionality:  

Sample Workflow I - Support for Asset Projection View without Equipment Pool

Prerequisites

  1. Select the Maintenance module > Employee tab > Site tab.

  2. Create the Sites [MELBOURNE], [SYDNEY], [CANBERRA], and [BRISBANE].

  3. Tag the Sub-Region [AUS-RENTAL] for all the above created Sites.

  4. Exit the Maintenance module.

Scenario I

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [JBL REFLECT] and receive the stock in various Sites as follows:

  • Site [MELBOURNE]: 5 Qty with the Assets [JBL REFLECT#01], [JBL REFLECT#02], [JBL REFLECT#03], [JBL REFLECT#04], and [JBL REFLECT#05].

  • Site  [SYDNEY]: 3 Qty with the Assets [JBL REFLECT#06], [JBL REFLECT#07], and [JBL REFLECT#08].

  1. Exit the Maintenance module.

  2. Select the Account module. The Account window is displayed.

  3. In the Site [MELBOURNE], tag the Company [JBL] and create an Order [ORD-23] for [28 Days] duration with the Start Date [01-Feb-2019] Time [9.00 AM] and End Date [01-March-2019] Time [9.00 AM].

  4. Search and add the Item [JBL REFLECT] with 1 Qty with the Unit Price as [100.00].

  5. Click the Fill And Ship All icon to fill and ship the Serial Item [JBL REFLECT] with the Asset [JBL REFLECT#01], as shown in Figure 1.0.

Figure 1.0 Order [ORD-23] with the Serial Item [JBL REFLECT] Asset [JBL REFLECT#01] in Out Status

  1. Exit the Order [ORD-23].

  2. Create another Order [ORD-24] for [14 Days] duration with the Start Date [01-Feb-2019] Time [9.00 AM] and End Date [15-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL REFLECT] with 1 Qty with the Unit Price as [100.00].

  4. Click the Fill And Ship All icon to fill and ship the Serial Item [JBL REFLECT] with the Asset [JBL REFLECT#02], as shown in Figure 1.1.

Figure 1.1 Order [ORD-24] with the Serial Item [JBL REFLECT] Asset [JBL REFLECT#02] in Out Status

  1. Exit the Order [ORD-24].

  2. Create another Order [ORD-25] for [10 Days] duration with the Start Date [18-Feb-2019] Time [9.00 AM] and End Date [28-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL REFLECT] with 1 Qty with the Unit Price as [100.00] in the Status [Reserved], as shown in Figure 1.2.

Figure 1.2 Order [ORD-25] with the Serial Item [JBL REFLECT] in Reserved Status

  1. Exit the Order [ORD-25].

  2. Create a Quote Order [ORD-26] for [13 Days] duration with the Start Date [02-March-2019] Time [9.00 AM] and End Date [15-March-2019] Time [9.00 AM].

  3. Search and add the Item [JBL REFLECT] with 1 Qty with the Unit Price as [100.00], as shown in Figure 1.3.

Figure 1.3 Quote Order [ORD-26] with the Serial Item [JBL REFLECT]

  1. Exit the Quote Order [ORD-26].

  2. Create another Order [ORD-27] for [15 Days] duration with the Start Date [10-Feb-2019] Time [9.00 AM] and End Date [25-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL REFLECT] with 1 Qty with the Unit Price as [100.00], as shown in Figure 1.4.

Figure 1.4 Order [ORD-27] with the Serial Item [JBL REFLECT] in Reserved Status

 

  1. Exit the Quote Order [ORD-27].

  2. Create another Order [ORD-31] for [7 Days] duration with the Start Date [18-Feb-2019] Time [9.00 AM] and End Date [25-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL REFLECT] with 1 Qty with the Unit Price as [100.00].

  4. Select the Item [JBL REFLECT] line > right-click > Hold option. The Status of the Item [JBL REFLECT] line is displayed as Hold, as shown in Figure 1.5.

Figure 1.5 Order [ORD-31] with the Serial Item [JBL REFLECT] in Hold Status

  1. Exit the Order [ORD-31].

  2. Create another Order [ORD-32] for [10 Days] duration with the Start Date [10-Feb-2019] Time [9.00 AM] and End Date [20-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL REFLECT] with 2 Qty with the Unit Price as [100.00].

  4. The Status of the Item [JBL REFLECT] line is displayed as Reserved and Not Available, as shown in Figure 1.6.

Figure 1.6 Order [ORD-32] with the Serial Item [JBL REFLECT] in Reserved and Not Available Status

  1. Exit the Order [ORD-32].

  2. Select the Search Inventory module. The Search Inventory window is displayed.

  3. Search and tag the Serial Item [JBL REFLECT] and click the Asset Projection View icon, as shown in Figure 1.7.

Figure 1.7 Search Inventory window > tag the Serial Item [JBL REFLECT] > click the Asset Projection View icon

  1. The Asset Projection View window is displayed.

  2. Select the Sub-Region drop-down as AUS-RENTAL > click Refresh icon. The Asset Projection View window displays the Asset Projection for the Serial Item [JBL REFLECT] with various color graphical bars for the Statuses such as, Out, Reserved, Hold, Not Available, and Short, as shown in Figure 1.8.

Figure 1.8 Asset Projection View for the Serial Item [JBL REFLECT]

Scenario II - Line Status Weightage

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [JBL LIVE] and receive 15 Qty in the Site [MELBOURNE] with the Assets [JBL LIVE#01] to [JBL LIVE#15].

  3. Select the Site [CANBERRA] and receive 1 Qty of the Serial Item [JBL LIVE] with the Asset [JBL LIVE#16].

  4. Exit the Maintenance module.

  5. Select the Account module. The Account window is displayed.

  6. In the Site [MELBOURNE], tag the Company [JBL] and create an Order [ORD-33] for [13 Days] duration with the Start Date [15-Feb-2019] Time [9.00 AM] and End Date [28-Feb-2019] Time [9.00 AM].

  7. Search and add the Item [JBL LIVE] with 7 Qty with the Unit Price as [100.00]. The Item Status is displayed as Reserved.

  8. Modify the Status of six Item [JBL LIVE] lines to Filled, Out,  Returned, Missing, Lost, and Sold. Let one of the Item line's Status be retained as Reserved, as shown in Figure 2.0.

Figure 2.0 Order [ORD-33] with the Serial Item [JBL LIVE] in various Statuses

  1. Exit the Order [ORD-33].

  2. Create a Transfer IN [ID308563] from the Site [SYDNEY] to the Site [MELBOURNE].

  3. Search and add the Serial Item [JBL LIVE] with 1 Qty retaining it in Reserved Status.

  4. Save and Exit the Transfer Order [ID308563].

  5. Select the Search Inventory module. The Search Inventory window is displayed.

  6. Search and tag the Serial Item [JBL LIVE] and click the Asset Projection View icon. The Asset Projection View window is displayed.

  7. Select the Sub-Region drop-down as AUS-RENTAL > click Refresh icon. The Asset Projection View window displays the Asset Projection for the Serial Item [JBL LIVE] with various color graphical bars for the Statuses such as, Reserved, T-Reserved, Damaged, Filled, Out,  Returned, Missing, Lost, In Transfer, Transfer, and Sold, as shown in Figure 2.1.

Figure 2.1 Asset Projection View for the Serial Item [JBL LIVE]

  1. Click on the graphical bar to view the Tooltip for the Reserved Item, as shown in Figure 2.2.

Figure 2.2 Tooltip for the Serial Item [JBL LIVE] Reserved

  1. Exit the Asset Projection View window.

Scenario III - Linked One-Way Transfer

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [JBL ENDURANCE] and receive 1 Qty in the Site [CANBERRA] with the Assets [JBL ENDURANCE#01].

  3. Select the Site [CANBERRA] and receive 1 Qty of the Serial Item [JBL ENDURANCE] with the Asset [JBL ENDURANCE#01].

  4. Exit the Maintenance module.

  5. Select the Account module. The Account window is displayed.

  6. In the Site [MELBOURNE], tag the Company [JBL] and create an Order [ORD-34] for [10 Days] duration with the Start Date [15-Feb-2019] Time [9.00 AM] and End Date [28-Feb-2019] Time [9.00 AM].

  7. Search and add the Item [JBL ENDURANCE] with 1 Qty with the Unit Price as [100.00]. The Item Status is displayed as Not Available.

  8. Select the Item [JBL ENDURANCE] > right-click > Assign > Transfer In > Transfer Assign window > Assign Mode - User Assign > Transfer Order window > Create a New Transfer Order > Transfer Order Information dialog box.

  9. Create a Transfer Order [ID307708] from the Site [CANBERRA] to the Site [MELBOURNE].

  10. Save and Exit the Transfer Order [ID307708].

  11. The Status of Item [JBL ENDURANCE] in the Order [ORD-34] is modified to T-Reserved, as shown in Figure 3.0.

Figure 3.0 Order [ORD-34] with the Serial Item [JBL ENDURANCE] in Status [T-Reserved]

  1. Exit the Order [ORD-34].

  2. Select the Search Inventory module. The Search Inventory window is displayed.

  3. Search and tag the Serial Item [JBL ENDURANCE] and click the Asset Projection View icon. The Asset Projection View window is displayed.

  4. Select the Sub-Region drop-down as AUS-RENTAL > click Refresh icon. The Asset Projection View window displays the Asset Projection for the Serial Item [JBL ENDURANCE] with the color graphical bars for the Statuses such as, In-Transfer and T-Reserved, as shown in Figure 3.1.

  5. The Asset [JBL ENDURANCE#01] is represented as Asset [JBL ENDURANCE#01*] in the Site [MELBOURNE], indicating the Asset's In-Transfer from the Site [CANBERRA] to [MELBOURNE], as shown in Figure 3.1.

Figure 3.1 Asset Projection View for the Serial Item [JBL ENDURANCE]

  1. Click on the graphical bar to view the Tooltip for the T-Reserved. The Order Information and the Transfer Information is displayed in the Tooltip, as shown in Figure 3.2.

Figure 3.2 Tooltip for the Serial Item [JBL GO] T-Reserved

  1. Exit the Asset Projection View window.

  • The Transfer Order is displayed as black graphical bars for the Unavailable duration.

  • The Asset [JBL ENDURANCE#01*] in the Site [MELBOURNE] indicates the Asset's In-Transfer from the Site [CANBERRA] to [MELBOURNE].

Scenario IV - Independent One-Way Transfer

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [JBL GO] and receive 1 Qty in the Site [MELBOURNE] with the Assets [JBL GO#1].

  3. Exit the Maintenance module.

  4. Select the Account module. The Account window is displayed.

  5. In the Site [MELBOURNE], select the File menu > New sub-menu > Transfer Order sub-menu > Transfer Out option.

  6. Create a T-Out Order with the From Site [MELBOURNE] and the To Site [CANBERRA].

  7. Select the Ship Date [08-FEB-2019]. Do not select the Return Order check box and click OK. The Transfer Order [ID309152] is created.

  8. Search and add the Item [JBL GO]. The Item Status is displayed as Reserved, as shown in Figure 4.0.

Figure 4.0 Transfer Order [ID309152]

  1. Save and Exit the Transfer Order [ID309152].

  2. Select the Search Inventory module. The Search Inventory window is displayed.

  3. Search and tag the Serial Item [JBL GO] and click the Asset Projection View icon. The Asset Projection View window is displayed.

  4. Select the Sub-Region drop-down as AUS-RENTAL > click Refresh icon. The Asset Projection View window displays the Asset Projection for the Serial Item [JBL GO] with the color graphical bars for the Statuses such as, Transfer (NA), as shown in Figure 4.1.

  5. The Asset [JBL GO#01] is represented as Asset [JBL GO#01*] in the Site [MELBOURNE], indicating the Asset's Transfer from the Site [MELBOURNE] to [CANBERRA], as shown in Figure 4.1.

Figure 4.1 Asset Projection View for the Serial Item [JBL GO]

  1. Click on the graphical bar to view the Tooltip for the Transfer Out, as shown in Figure 4.2.

Figure 4.2 Tooltip for the Serial Item [JBL GO] Transfer Out

  1. Exit the Asset Projection View window.

Scenario V - Independent Two-Way Transfer

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [JBL CLUBPRO] and receive 5 Qty in the Site [CANBERRA] with the Assets [JBL CLUBPRO#01],  [JBL CLUBPRO#02],  [JBL CLUBPRO#03],  [JBL CLUBPRO#04], and  [JBL CLUBPRO#05].

  3. Exit the Maintenance module.

  4. Select the Account module. The Account window is displayed.

  5. In the Site [MELBOURNE], select the File menu > New sub-menu > Transfer Order sub-menu > Transfer In option.

  6. Create a T-In Order with the From Site [CANBERRA] and the To Site [MELBOURNE]. Select the Return Order check box.

  7. Select the Ship Date [10-FEB-2019] in the Ship tab and the Ship Date [15-FEB-2019] in the Return tab.

  8. Click OK. The Transfer Order [ID309328] is created.

  9. Search and add the Item [JBL CLUBPRO]. The Item Status is displayed as Reserved, as shown in Figure 5.0.

Figure 5.0 Transfer Order [ID309328]

  1. Save and Exit the Transfer Order [ID309328].

  2. Select the Search Inventory module. The Search Inventory window is displayed.

  3. Search and tag the Serial Item [JBL CLUBPRO] and click the Asset Projection View icon. The Asset Projection View window is displayed.

  4. Select the Sub-Region drop-down as AUS-RENTAL > click Refresh icon. The Asset Projection View window displays the Asset Projection for the Serial Item [JBL CLUBPRO] with the color graphical bars for the Status such as, Transfer (NA), as shown in Figure 5.1.

  5. The Asset [JBL CLUBPRO#01] is represented as Asset [JBL CLUBPRO#01*] in the Site [MELBOURNE], indicating the Asset's Transfer from the Site [CANBERRA] to [MELBOURNE], as shown in Figure 5.1.

Figure 5.1 Asset Projection View for the Serial Item [JBL CLUBPRO]

  1. Click on the graphical bar to view the Tooltip for the Transfer In, as shown in Figure 5.2.

Figure 5.2 Tooltip for the Serial Item [JBL CLUBPRO] Transfer In

  1. Exit the Asset Projection View window.

Scenario IV - Switching from Asset Projection View to Equipment Usage View

You can switch from the Asset Projection View to Equipment Usage View by clicking the Equipment Usage View icon, as shown in the Figure 6.0.

Figure 6.0 Equipment Usage View icon in the Asset Projection View window

Clicking the Equipment Usage View icon, closes the existing Asset Projection View window and opens the Equipment Usage View window from which you can navigate to the Asset Usage View and back to Asset Projection View by clicking the respective icons, as shown in Figure 6.1.

Figure 6.1 Equipment Usage View window

Clicking the Asset Usage View icon, closes the existing Equipment Usage View window and opens the Asset Usage View window from which you can navigate to the Equipment Usage View and back to Asset Projection View by clicking the respective icons, as shown in Figure 6.2.

Figure 6.2 Asset Usage View window

Scenario VII - Early Prep and Longer Duration

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [JBL BASSPRO] and receive 5 Qty in the Site [MELBOURNE] with the Assets [JBL BASSPRO#01],  [JBL BASSPRO#02],  [JBL BASSPRO#03],  [JBL BASSPRO#04], and  [JBL BASSPRO#05].

  3. Exit the Maintenance module.

  4. Select the Account module. The Account window is displayed.

  5. In the Site [MELBOURNE], tag the Company [JBL] and create an Order [ORD-35] for [9 Days] duration with the Start Date [01-Feb-2019] Time [9.00 AM] and End Date [10-Feb-2019] Time [9.00 AM].

  6. Search and add the Item [JBL BASSPRO] with 1 Qty with the Unit Price as [100.00], as shown in Figure 7.0.

Figure 7.0 Order [ORD-35] with the Item [JBL BASSPRO]  for 9 Days duration

  1. Save and Exit the Order [ORD-35].

  2. Create another Order [ORD-36] for [5 Days] duration with the Start Date [15-Feb-2019] Time [9.00 AM] and End Date [20-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL BASSPRO] with 1 Qty with the Unit Price as [100.00], as shown in Figure 7.1.

Figure 7.1 Order [ORD-36] with the Item [JBL BASSPRO]  for 5 Days duration

  1. Save and Exit the Order [ORD-36].

  2. Create another Order [ORD-37] for [10 Days] duration with the Start Date [15-Feb-2019] Time [9.00 AM] and End Date [25-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL BASSPRO] with 1 Qty with the Unit Price as [100.00], as shown in Figure 7.2.

Figure 7.2 Order [ORD-37] with the Item [JBL BASSPRO]  for 10 Days duration

  1. Save and Exit the Order [ORD-37].

  2. Create another Order [ORD-38] for [2 Days] duration with the Start Date [12-Feb-2019] Time [9.00 AM] and End Date [14-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL BASSPRO] with 1 Qty with the Unit Price as [100.00], as shown in Figure 7.3.

Figure 7.3 Order [ORD-38] with the Item [JBL BASSPRO]  for 2 Days duration

  1. Save and Exit the Order [ORD-38].

  2. Select the Search Inventory module. The Search Inventory window is displayed.

  3. Search and tag the Serial Item [JBL BASSPRO] and click the Asset Projection View icon. The Asset Projection View window is displayed.

  4. Select the Sub-Region drop-down as AUS-RENTAL > click Refresh icon. The Asset Projection View window displays the Asset Projection for the Serial Item [JBL BASSPRO] with the color graphical bars for the Status such as, Reserved in various durations in different Orders for longer period, as shown in Figure 7.4.

Figure 7.4 Asset Projection View for the Serial Item [JBL BASSPRO]

 

  1. Click on the graphical bar to view the Tooltip for the Reserved, as shown in Figure 7.5.

Figure 7.5 Tooltip for the Serial Item [JBL BASSPRO] Reserved

  1. Exit the Asset Projection View window.

Scenario VIII - Overdue

  1. Select the Maintenance module > Items tab.

  2. On [10-Feb-2010] create a Serial Item [JBL JRX] and receive 1 Qty in the Site [MELBOURNE] with the Assets [JBL JRX#01].

  3. Exit the Maintenance module.

  4. Select the Account module. The Account window is displayed.

  5. In the Site [MELBOURNE], tag the Company [JBL] and create an Order [ORD-51] for [10 Days] duration with the Start Date [10-Feb-2019] Time [9.00 AM] and End Date [20-Feb-2019] Time [9.00 AM].

  6. Search and add the Item [JBL JRX] with 1 Qty with the Unit Price as [100.00].

  7. On [10-Feb-2019] click the Fill And Ship All icon to fill and ship the Item [JBL STEALTH], as shown in Figure 8.0.

Figure 8.0 Order [ORD-51] with the Item [JBL JRX]  in Out Status

  1. Save and Exit the Order [ORD-51].

  2. On [23-Feb-2019] create another Order [ORD-52] for [4 Days] duration with the Start Date [23-Feb-2019] Time [9.00 AM] and End Date [27-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL JRX] with 1 Qty with the Unit Price as [100.00], as shown in Figure 8.1.

Figure 8.1 Order [ORD-52] with the Item [JBL JRX] for 4 Days duration

  1. Save and Exit the Order [ORD-52].

  2. Select the Search Inventory module. The Search Inventory window is displayed.

  3. On [23-Feb-2019], search and tag the Serial Item [JBL JRX] and click the Asset Projection View icon. The Asset Projection View window is displayed.

  4. Modify the From Date [10-March-2019] and select the Sub-Region drop-down as AUS-RENTAL > click Refresh icon. The Asset Projection View window displays the Asset Projection for the Serial Item [JBL JRX] with the color graphical bars for the Status such as, Overdue, UnAssigned and Short in various durations in different Orders is displayed, as shown in Figure 8.2.

Figure 8.2 Asset Projection View for the Serial Item [JBL JRX]

Since the Asset [JBL JRX#01] is in Out Status from [10-March-2019] to [20-March-2019] and has not returned to the Inventory on the expected date, the Order [ORD-51] displays the Overdue bar till eternal after the Order duration.

  1. Exit the Asset Projection View window.

Scenario IX - Conflicts

  1. Select the Maintenance module > Items tab.

  2. On [10-Feb-2010] create a Serial Item [JBL EXTREME] and receive 1 Qty in the Site [MELBOURNE] with the Assets [JBL STEALTH#01].

  3. Exit the Maintenance module.

  4. Select the Account module. The Account window is displayed.

  5. In the Site [MELBOURNE], tag the Company [JBL] and create an Order [ORD-43] for [15 Days] duration with the Start Date [10-Feb-2019] Time [9.00 AM] and End Date [25-Feb-2019] Time [9.00 AM].

  6. Search and add the Item [JBL EXTREME] with 1 Qty with the Unit Price as [100.00], as shown in Figure 9.0.

Figure 9.0 Order [ORD-43] with the Item [JBL EXTREME]  in Out Status

  1. Save and Exit the Order [ORD-43].

  2. On [23-Feb-2019] create another Order [ORD-45] for [4 Days] duration with the Start Date [23-Feb-2019] Time [9.00 AM] and End Date [27-Feb-2019] Time [9.00 AM].

  3. Search and add the Item [JBL EXTREME] with 1 Qty with the Unit Price as [100.00], as shown in Figure 8.1.

Figure 9.1 Order [ORD-45] with the Item [JBL EXTREME]  for 4 Days duration

  1. Save and Exit the Order [ORD-45].

  2. Select the Search Inventory module. The Search Inventory window is displayed.

  3. On [22-Feb-2019], search and tag the Serial Item [JBL EXTREME] and click the Asset Projection View icon. The Asset Projection View window is displayed.

  4. Select the Sub-Region drop-down as AUS-RENTAL > click Refresh icon. The Asset Projection View window displays the Asset Projection for the Serial Item [JBL EXTREME] with the color graphical bars for the Status such as, Reserved, UnAssigned - Short, and Not Available in various durations in different Orders is displayed, as shown in Figure 9.2.

Figure 9.2 Asset Projection View for the Serial Item [JBL EXTREME]

  1. Exit the Asset Projection View window.

The Conflicts are generated in the Asset Projection View window on opening the Asset Projection View window without affecting the Order line.

  1. The respective Order is displayed, when double-clicked on the bars from the Asset Projection View window.

  2. The Orders from the Asset Projection View window can be opened by performing a double-click on the graphical bars only if  the Asset is projected from the Search Inventory window.

Sample Workflow II - Support for Asset Projection View with Equipment Pool

Support for Asset Projection View for the Equipment Pool or E-Pool is provided.

Prerequisites

  1. Select the Configuration module > Warehouse tab > select the Equipment Pooling check box.

  2. Save and Exit the Configuration module.

  3. Relaunch the R2 application.

The Equipment Pooling check box in the Configuration module and the Maintenance module cannot be unselected once any E-Pool actions are performed.

  1. Select the Maintenance module > Employee tab > Site tab.

  2. Create four Sites [BERLIN], [BUDAPEST], [COLOGNE] and [MUNICH] and tag the Sub-Region [DE RENTAL] for all the Sites.  

  3. Enable the E-Pool from the Sub-Region level of the Maintenance module by editing the Site [BERLIN] > clicking the Sub-Region importable button > Sub-Region [DE RENTAL] > Cutoff time in days [1], as shown in Figure 1.0.

 Figure 1.0 Maintenance module > Employee tab > Site tab > Site [BERLIN] > Sub-Region [DE RENTAL]

  1. Click OK.

  2. Exit the Maintenance module.

Scenario I

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [SONY MDR] and receive the stock in various Sites as follows:

  • Site [BERLIN]: 3 Qty with the Assets [SONY MDR#01], [SONY MDR#02], and [SONY MDR#03].

  • Site [BUDAPEST]: 5 Qty with the Assets [SONY MDR#04], [SONY MDR#05], [SONY MDR#06], [SONY MDR#07], and [SONY MDR#08].

  • Site [COLOGNE]:  2 Qty with the Assets [SONY MDR#09] and [SONY MDR#10].

  1. Exit the Maintenance module.

  2. Select the Account module. The Account window is displayed.

  3. On the Date [02-March-2019], in the Site [BERLIN], tag the Company [SONY EUROPE LTD] and create an Order [ORD-46] for [10 Days] duration with the Start Date [05-March-2019] Time [9.00 AM] and End Date [15-March-2019] Time [9.00 AM].

  4. Search and add the Item [SONY MDR] with 10 Qty and the Unit Price as [100.00].

  5. The Status of the Serial Item [SONY MDR] is displayed as Pool with the Shipping Site [DE-RENTAL] and Returning Site [DE-RENTAL], as shown in Figure 2.0.
    The Shipping Site and the Returning Site is displayed as [DE-RENTAL] which is the Sub-Region ID, due to the Cutoff time in days [1] in the Sub-Region window.

Figure 2.0 The Status of the Serial Item [SONY MDR] is displayed as Pool

  1. Select the Item line [SONY MDR] > right-click > Asset Projection View option, as shown in Figure 2.1.

Figure 2.1 Order [ORD-46] > Item line [SONY MDR] > right-click > Asset Projection View option

  1. The Asset Projection View window for the Serial Item [SONY MDR] in green color graphical bars for the Pool Status is displayed under different Sites where the Asset is Available within the Pool, as it is Pool Reserved, as shown in Figure 2.2.

Figure 2.2 Asset Projection View of the Serial Item [SONY MDR] in Pool Status

  1. Exit the Asset Projection View window.

  2. In the Order [ORD-46], select the Item line [SONY MDR] > right-click > Hold option. The Item line [SONY MDR] Status is modified to Hold (Pool), as shown in Figure 2.3.

Figure 2.3 Item Line [SONY MDR] in Hold (Pool) Status

  1. Select the Item line [SONY MDR] > right-click > Asset Projection View option.

  2. The Asset Projection View window for the Serial Item [SONY MDR]  with green color graphical bars for the Hold (Pool) Status is displayed, as shown in Figure 2.4.

Figure 2.4 Asset Projection View of the Serial Item [SONY MDR] in Hold (Pool) Status

  1. Exit the Asset Projection View window.

  2. In the Order [ORD-46], select the Item line [SONY MDR] > right-click > Reserve option. The Item line [SONY MDR] Status is modified to Pool.

  3. Select the Pool menu > Resolve option. The system displays a prompt with the message "R2_01584: This will Resolve all the Items to Site level. Do you want to continue?" with the "Consider First child as Main Item" check box and Yes and No buttons, as shown in Figure 2.5.

Figure 2.5 Order [ORD-46] > Pool menu > Resolve option > Prompt displayed

  1. Click Yes.

  2. The Item [SONY MDR] gets resolved based on the defined Order Header level Site Preference in the E-Pool Site Preference window. The Order [ORD-46] displays the Item [SONY MDR] distribution, as shown in the Figure 2.6.

Figure 2.6 Order [ORD-46] displaying the Resolved Sites based on the Order Header level Site Preference in the E-Pool Site Preference window

  1. In the Order [ORD-46] the Serial Item [SONY MDR] with 10 Qty is assigned and distributed at different Site levels, as shown in the below Table 2.0.

Table 2.0 Sub-Region window displaying the E-Pool Configuration fields

Shipping Site

Quantity

Status

COLOGNE

2

Reserved

BERLIN

5

Reserved

BUDAPEST

3

Reserved

 

  1. From the above Figure 2.6 and Table 2.0, it is noticed that from the 10 Item Qty is assigned to various Sites modifying the Status to Reserved.

  2. Select the Item line [SONY MDR] > right-click > Asset Projection View option.

  3. The Asset Projection View window for the Serial Item [SONY MDR]  with green color graphical bars for the various Sites in Reserved Status is displayed, as shown in Figure 2.7.

Figure 2.7 Asset Projection View for the Serial Item [SONY MDR]

  1. Exit the Asset Projection View window.

  2. Exit the Order [ORD-46].

Scenario II

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [SONY XPERIA] and receive the stock in various Sites as follows:

  • Site [BERLIN]: 2 Qty with the Assets [SONY XPERIA#01] and [SONY XPERIA#02].

  • Site [BUDAPEST]: 3 Qty with the Assets [SONY XPERIA#03], [SONY XPERIA#04], and [SONY MDR#05].

  • Site [COLOGNE]:  3 Qty with the Assets [SONY XPERIA#06], [SONY XPERIA#07] and [SONY XPERIA#08].

  1. Exit the Maintenance module.

  2. Select the Account module. The Account window is displayed.

  3. On the Date [02-March-2019], in the Site [BERLIN], tag the Company [SONY EUROPE LTD] and create an Order [ORD-48] for [10 Days] duration with the Start Date [05-March-2019] Time [9.00 AM] and End Date [15-March-2019] Time [9.00 AM].

  4. Search and add the Item [SONY XPERIA] with 4 Qty and the Unit Price as [100.00].

  5. The Status of the Serial Item [SONY XPERIA] is displayed as Pool with the Shipping Site [DE-RENTAL] and Returning Site [DE-RENTAL], as shown in Figure 3.0.
    The Shipping Site and the Returning Site is displayed as [DE-RENTAL] which is the Sub-Region ID, due to the Cutoff time in days [1] in the Sub-Region window.

Figure 3.0 The Status of the Serial Item [SONY XPERIA] is displayed as Pool

  1. Select the Pool menu > Site Preference option. The E-Pool Site Preference window is displayed displaying the Order level Site Preference, as shown in Figure 3.1.

Figure 3.1 Pool menu > Site Preference option > E-Pool Site Preference window

  1. Exit the E-Pool Site Preference window.

  2. Select the Item line [SONY XPERIA] > right-click > Asset Projection View option.

  3. The Asset Projection View window for the Serial Item [SONY XPERIA] with the green color graphical bars in two quantity each displayed for the Pool Status in the Sites [BERLIN] and [BUDAPEST] as per the Order level Site Preference, as shown in Figure 3.2.

Figure 3.2 Asset Projection View of the Serial Item [SONY XPERIA] in Pool Status in the Sites [BERLIN] and [BUDAPEST]

  1. Exit the Asset Projection View window.

NOTE:  

  1. The Asset Projection for the Pool Reserved line is displayed based on the Order Site Preference.

  2. The Assets are projected based on the Order Site Preference only for the Assets with the Statuses [Pool Reserved] and [Hold (Pool)].

  3. Select the Pool menu > Resolve option.

  4. The system displays a prompt with the message "R2_01584: This will Resolve all the Items to Site level. Do you want to continue?" with the "Consider First child as Main Item" check box and Yes and No buttons.

  5. Click Yes.

  6. The Item [SONY XPERIA] gets resolved based on the defined Order Header level Site Preference in the E-Pool Site Preference window. The Order [ORD-48] displays the Item [SONY XPERIA] distribution, as shown in the Figure 3.3.

Figure 3.3 Order [ORD-48] displaying the Resolved Sites based on the Order Header level Site Preference in the E-Pool Site Preference window

  1. Select both the Item lines and select the Pool menu > Change Returning Site option. The Sites window is displayed. Select the Site [MUNICH], as shown in the Figure 3.4.

Figure 3.4 Pool menu > Change Returning Site option > Sites window > Site [MUNICH]

  1. Double-click the Site [MUNICH] to tag the Returning Site to both the Item lines. The modified Returning Site is applied displayed in the Order [ORD-48], as shown in Figure  3.5.

Figure 3.5 Order [ORD-48] displaying the modified Returning Site [MUNICH]

  1. Save and Exit the Order [ORD-48].

  2. In the Account window, select the Site [MUNICH], tag the Company [SONY EUROPE LTD] and create an Order [ORD-49] for [10 Days] duration with the Start Date [17-March-2019] Time [9.00 AM] and End Date [27-March-2019] Time [9.00 AM].

  3. Search and add the Item [SONY XPERIA] with 4 Qty and the Unit Price as [100.00]. The Status of the Serial Item [SONY XPERIA] is displayed as Pool with the Shipping Site [DE-RENTAL] and Returning Site [DE-RENTAL].

  4. Select the Pool menu > Resolve option. The system displays a prompt with the message "R2_01584: This will Resolve all the Items to Site level. Do you want to continue?" with the "Consider First child as Main Item" check box and Yes and No buttons.

  5. Click Yes.

  6. The Item [SONY XPERIA] gets resolved to the Site [MUNICH], as shown in the Figure 3.6.

Figure 3.6 Order [ORD-49] with Item [SONY XPERIA] gets resolved to the Site [MUNICH]

  1. Select the Item line [SONY XPERIA] > right-click > Asset Projection View option. The Asset Projection View window for the Serial Item [SONY XPERIA] is displayed.

  2. Modify the From Date [01-March-2019] and click the Refresh button.

  3. All the 4 Item Qty of the Item [SONY XPERIA] that are Reserved to Order [ORD-49] for the Site [MUNICH] is projected for the Site [BERLIN] as 2 Item Qty and Site [BUDAPEST] as 2 Item Qty as green color graphical bars with Assets under the respective Sites, as shown in Figure 3.7.

Figure 3.7 Asset Projection View of the Serial Item [SONY XPERIA]

  1. Modify the Site drop-down to MUNICH and the From Date [17-March-2019],  and click the Refresh button.

  2. All the 4 Item Qty that is Reserved in Order [ORD-49] in the Site [MUNICH] is projected as Unassigned Assets under the Site [MUNICH], as shown in Figure 3.8.

Figure 3.8 Assets in Site [MUNICH] projected as Unassigned Assets

  1. Exit the Asset Projection View window.

Although the Order [ORD-49] is created in the Site [MUNICH] fulfilling the Shipping Site [MUNICH], the Assets that are coming as 2 Item Qty from the Site [BERLIN] and as 2 Item Qty from the Site [BUDAPEST] from the Order [ORD-48].

In the Asset Projection View window, the MUNICH Site Order [ORD-49] bars are displayed as 2 Item Qty under the Site [BERLIN] and as 2 Item Qty under the Site [BUDAPEST], as the Assets are not received to the Site [MUNICH] from the Sites [BERLIN] and [BUDAPEST] from the Order [ORD-48].

Scenario III

The Asset Projection View in the Operation Order can be generated by following the below steps:

Prerequisites

  1. Select the Maintenance module > Customer tab > Company tab.

  2. Click the Site Importable button within the Maintenance window and create an Intra-Company for each of the Site [BERLIN].

Sample Workflow

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [SONY SRS] and receive the stock in various Sites as follows:

  • Site [BERLIN]: 3 Qty with the Assets [SONY SRS#01], [SONY SRS#02], and [SONY SRS#03].

  • Site  [BUDAPEST]: 3 Qty with the Assets [SONY SRS#04], [SONY SRS#05], and [SONY SRS#06]

  • Site [COLOGNE]:  3 Qty with the Assets [SONY SRS#07], [SONY SRS#08], and [SONY MDR#09].

  1. Exit the Maintenance module.

  2. Login to the R2 application with the Site [BERLIN].

  3. Select the Account module. The Account window is displayed.

  4. Tag a Company [SONY EUROPE LTD ].

  5. On the Date [02-March-2019], create a Rental Reservation Order [ORD-50] for 10 days duration with the Start Date [05-March-2019], Start Time [09:00 AM] and End Date [15-March-2019]  End Time [09:00 AM].

  6. Search and add the Serial Item [SONY SRS] with 9 Qty and the Unit Price [100.00]. The Status of the Serial Item [SONY SRS] is displayed as Pool with both the Shipping Site and Returning Site as Sub-Region [DE-RENTAL].

  7. Select the Pool menu > Resolve option. The system displays a prompt with the message "R2_01584: This will Resolve all the Items to Site level. Do you want to continue?" with the "Consider First child as Main Item" check box and Yes and No buttons.

  8. Click Yes.

  9. The Serial Item [SONY SRS] is Reserved and distributed to the Sites [COLOGNE], [BUDAPEST], and [BERLIN] with the Returning Site as the Order Site [BERLIN], as shown in Figure 4.0.

Figure 4.0 ORD-50 with Serial Item [SONY SRS] Reserved and to the Sites [COLOGNE], [BUDAPEST], and [BERLIN] and Returning Site [BERLIN]

  1. Select the Item lines in the Shipping Sites [COLOGNE] and [BUDAPEST] > right-click > Generate Ops Order option, as shown in Figure 4.1.

  2. The system displays a prompt with the message "R2_01580:Do you want to generate Operation Order?" with Yes and No buttons, as shown in Figure 4.1.

  3. Click Yes, the Operation Order [CO311731] is generated as shown in Figure 4.1.

Figure 4.1 Generate Ops Order for the Item lines comprising of the Shipping Sites [COLOGNE] and [BUDAPEST]

  1. The Item lines with the Shipping Sites [BUDAPEST] and [COLOGNE] merged to a single Item line with the Qty [6] and the Status [Reserved*] comprising of the Shipping Sites [BERLIN] and Returning Site [BERLIN], as the Site [BERLIN] is the Order Site, as shown in Figure 4.2.

Figure 4.2 Order [ORD-50] displaying the Shipping Sites [BUDAPEST] and [COLOGNE] merged to a single Item line with the Qty [6] and the Status [Reserved*]

  1. Select the Pool menu > View Ops Order option, as shown in Figure 4.3.

Figure 4.3 Pool menu > View Ops Order

  1. The Operation Order [CO311731 Reservation (Operation Order)] window linked to the Rental Reservation Order [ORD-50] is displayed, as shown in Figure 4.4.

  2. The Operation Order [CO311731] window displays two Item lines. One Item line displaying the Shipping Site [COLOGNE] and Returning Site [BERLIN] and another Item line displaying the Shipping Site [BUDAPEST] and Returning Site [BERLIN], as shown in Figure 4.4.

Figure 4.4 Operation Order [CO311731 Reservation (Operation Order)] window

You can generate only One Operation Order for a Rental Reservation Order.

  1. Exit the Operation Order [CO311731 Reservation (Operation Order)] and Order [ORD-50].

  2. Select the Warehouse module. Modify the Site to COLOGNE.

  3. Search for the Operation Order [CO311731]. The Prep Task and the Ship Task for the Operation Order [CO311731] is displayed.

  4. Open the Operation Order [CO311731] Prep Task. The [CO311731 Order Fill] window is displayed.

  5. Fill all the three Items [SONY SRS], as shown in Figure 4.5.

Figure 4.5 CO311731 Order Fill Window in Site COLOGNE

  1. Close the [CO311731 Order Fill] window.

  2. In the Warehouse window. Modify the Site to BUDAPEST.

  3. Search for the Operation Order [CO311731]. The Prep Task and the Ship Task for the Operation Order [CO311731] is displayed.

  4. Open the Operation Order [CO311731] Prep Task. The [CO311731 Order Fill] window is displayed.

  5. Fill all the three Items [SONY SRS], as shown in Figure 4.6.

Figure 4.6 CO311731 Order Fill Window in Site BUDAPEST

  1. Close the [CO311731 Order Fill] window.

  2. Exit the Warehouse window.

  3. In the Order [ORD-50], select the Item line [SONY SRS] > right-click > Asset Projection View option. The Asset Projection View window for the Serial Item [SONY SRS] is displayed.

  4. Modify the From Date [01-March-2019] and click the Refresh button.

  5. The Item [SONY SRS] with 3 Qty is Filled in Site [BUDAPEST] and 3 Qty is Filled in Site [COLOGNE] displaying in Blue graphical bars, as shown in Figure 3.7.

Figure 4.7 Asset Projection View of the Serial Item [SONY SRS]

  1. Click the Blue graphical bar to view the Tooltip displayed for the Operation Order [CO311731], as shown in Figure 4.8.

Figure 4.8 Operation Order [CO311731] Tooltip

  1. Click the Green graphical bar to view the Tooltip displayed for the Order [ORD-50], as shown in Figure 4.9.

Figure 4.9 Order [ORD-50] Tooltip

  1. Exit the Asset Projection View window and the Order [ORD-50].

 

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