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Support to Enter Container ID in the Check Out Section and Transfer Out Section of the Asset Manager App

Reference No: R2-957

Details

Support to Enter Container ID is provided in the Check Out screen and the Transfer Out screen of the Asset Manager App, as shown in Figure 1.0 and 1.1.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/CheckOutContainerIDR2957.png
Figure 1.0 Enter Container option in the Check Out screen

 

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TransferOutR2957.png
Figure 1.1 Enter Container option in the Transfer Out screen

Scenario A - Container in the Check Out Screen

The below Sample Workflow explains the above functionality:  

Sample Workflow

Prerequisites

  1. Select the Maintenance module > Items tab.

  2. Create a Serial Item [JBL EVEREST] with 3 Assets [JBL EVEREST#01], [JBL EVEREST#02] and [JBL EVEREST#03].

  3. Save and Exit the Maintenance module.

Scenario A-I Check Out - Fill Only

  1. Select the Account module.

  2. Create an Order [ORD#002].

  3. Add an Item [JBL EVEREST], as shown in Figure 2.0.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/ORD002R2957.png
Figure 2.0 Order [ORD#002] with Item [JBL EVEREST]

  1. Save and Exit the Order [ORD#002].

  2. Login to Asset Manager app.

  3. Select the CHECK OUT button > Fill Only option. The following screen appears, as shown in Figure 2.1.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/CheckOutContainerIDR2957.png
Figure 2.1 Fill Only window in the Asset Manager

  1. In the Enter Order Number field, enter the Order ID [ORD-002], as shown in Figure 2.2.

  2. In the Enter Container field, enter the Container ID [JBL#1], as shown in Figure 2.2.

  3. In the RF/ Scan Assets / Enter Asset ID field, enter the Asset ID [JBL EVEREST#01], as shown in Figure 2.2.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/CheckOutContainerIDDetailsFilledR2957.png
Figure 2.2 Entering the Order Details, Container ID and Asset ID

  1. Scan the Asset by clicking the  button from the mobile. The count is displayed as [1], as shown in Figure 2.3.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/CheckOutContainerIDDetailsFilledCompleteR2957.png
Figure 2.3 Updated Order Details, Container ID and Asset ID

  1. Click the SUBMIT button.

  2. Click on the generated batch Log to view the generated  Batch Details, as shown in Figure 2.4.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/BatchDetailsScreenCheckOutFillOnlyAssetManagerAppR2957.png
Figure 2.4 Batch Details window displaying the status of the Action

  1. Exit the Asset Manager App.

  2. Open the Order [ORD-002]. The Status of Item [JBL EVEREST] is modified to Filled, as shown in Figure 2.5.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/ORD002FilledR2957.png
Figure 2.5 Order [ORD-002] with the Item [JBL EVEREST] Status modified to Filled

  1. Select the View menu > Fill Order option. The Fill Order window is displayed with the Asset [JBL EVERESTE#01] in Filled Status and with the Container ID [JBL#1], as shown in Figure 2.6.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/ORD002OrderFillWindowR2957.png
Figure 2.6 Fill Order [ORD-002] with the Item [JBL EVEREST] Status modified to Filled and Container ID [JBL#1]

  1. Exit the Fill Order window.

Scenario A-II Check Out - Fill And Ship Item

  1. Select the Account module.

  2. Create an Order [ORD-159].

  3. Add an Item [JBL EVEREST], as shown in Figure 3.0.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/ORD007R2957.png
Figure 3.0 Order [ORD#159] with Item [JBL EVEREST]

  1. Save and Exit the Order [ORD-159].

  2. Login to Asset Manager app.

  3. Select the CHECK OUT button. Click the Fill And Ship option. The following screen appears, as shown in Figure 3.1.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/CheckOutContainerFillAndShipOptionIDR2957.png
Figure 3.1 Fill Only window in the Asset Manager

  1. In the Enter Order Number field, enter the Order ID [ORD-159], as shown in Figure 3.2.

  2. In the Enter Container field, enter the Container ID [JBL#1], as shown in Figure 3.2.

  3. In the RF/ Scan Assets / Enter Asset ID field, enter the Asset ID [JBL EVEREST#03], as shown in Figure 3.2.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/CheckOutContainerIDFillAndShiOptionDetailsFilledR2957.png
Figure 3.2 Entering the Order Details, Container ID and Asset ID

  1. Scan the Asset by clicking the  button from the mobile. The count is displayed as [1], as shown in Figure 3.3.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/OK_ButtonR2666.png
https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/CheckOutContainerIDFillAndShipOptionDetailsFilledCompleteR2957.png
Figure 3.3 Updated Order Details, Container ID and Asset ID

  1. Click the SUBMIT button.

  2. Click on the generated batch log to view generated Batch Details, as shown in Figure 3.4.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/BatchDetailsScreenCheckOutFillOnlyAssetManagerApp2R2957.png
Figure 3.4 Batch Details window displaying the status of the Action

  1. Exit the Asset Manager App.

  2. Open the Order [ORD-159]. The Status of Item [JBL EVEREST] is modified to Out, as shown in Figure 3.5.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/ORD007ItemJBLEVERESTInOutStatusR2957.png
Figure 3.5 Order [ORD-159] with the Item [JBL EVEREST] Status modified to Out

  1. Select the View menu > Fill Order option. The Fill Order window is displayed with the Asset [JBL EVERESTE#02] in Out Status and with the Container ID [JBL#1], as shown in Figure 3.6.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/ORD159OrderFillWindowR2957.png
Figure 3.6 Fill Order [ORD-159] with the Item [JBL EVEREST] Status modified to Out and Container ID [JBL#1]

  1. Exit the Fill Order window.

Scenario B - Container in the Transfer Out Screen

The below Sample Workflow explains the above functionality:  

Sample Workflow

Prerequisites

  1. Select the Maintenance module.

  2. Create two Sites [SANFRANCISCO] and [CALIFORNIA].

  3. Select the Site [SANFRANCISCO].

  4. Select the Maintenance module > Items tab.

  5. Create a Serial Item [JBL ENDURANCE] with 2 Assets [JBL ENDURANCE#01] and [JBL ENDURANCE#02].

  6. Save and Exit the Maintenance module.

Scenario B-I Transfer Out - Fill Only

  1. Select the Account module.

  2. Create a Transfer Out Order [TO-01] from the Site [SANFRANCISCO] to Site [CALIFORNIA].

  3. Add a Serial Item [JBL ENDURANCE], as shown in Figure 4.0.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TO01R2957.png
Figure 4.0 Transfer Order  [TO-01] with the Serial Item [JBL ENDURANCE]

  1. Save and Exit the Order.

  2. Login to Asset Manager app.

  3. Select the TRANSFER OUT button > Fill Only option. The following screen appears, as shown in Figure 4.1.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TransferOutR2957.png
Figure 4.1 Transfer Out > Fill Only window in the Asset Manager

  1. In the Enter Order Number field, enter the Order ID [TO-01], as shown in Figure 4.2.

  2. In the Enter Container field, enter the Container ID [JBL#1], as shown in Figure 4.2.

  3. In the RF/ Scan Assets / Enter Asset ID field, enter the Asset ID [JBL ENDURANCE#01], as shown in Figure 4.2.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/JBLEnduranceContainerIDR2957.png
Figure 4.2 Entering Order Details and Asset ID

  1. Scan the Asset by clicking the  button from the mobile. The count is displayed as [1].

  2. Click the SUBMIT button.

  3. Click on the generated batch log  to view generated Batch Details, as shown in Figure 4.3.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/screenshot_20180502-132.png
https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/OK_ButtonR2666.png
https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/JBLEnduranceBatchDetailsR2957.png
Figure 4.3 Batch Details window displaying the status of the Action

  1. Exit the Asset Manager App.

  2. Open the Transfer Out Order [TO-01] > the Status of Item [JBL ENDURANCE] gets modified to Filled, as shown in Figure 4.4.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TO01FilledR2957.png
Figure 4.4 Transfer Out Order [TO-01] with modified Item Status to Filled

  1. Click the Transfer Detail icon. The Container ID [JBL#1] gets updated, as shown in Figure 4.4.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TO01FilledTransferDetailWindowR2957.png
Figure 4.5 Transfer Detail window displaying the Container ID [JBL#1]

Scenario B-II Transfer Out - Fill And Ship

  1. Select the Account module.

  2. Create a Transfer Out Order [TO-02] from the Site [SANFRANCISCO] to Site [CALIFORNIA].

  3. Add a Serial Item [JBL ENDURANCE], as shown in Figure 5.0.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TO02R2957.png
Figure 5.0 Transfer Order  [TO-02] with the Serial Item [JBL ENDURANCE]

  1. Save and Exit the Order.

  2. Login to Asset Manager app.

  3. Select the TRANSFER OUT button > Fill And Ship option. The following screen appears, as shown in Figure 5.1.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TransferOutFillAndShipR2957.png
Figure 5.1 Transfer Out > Fill And Ship window in the Asset Manager

  1. In the Enter Order Number field, enter the Order ID [TO-02], as shown in Figure 5.2.

  2. In the Enter Container field, enter the Container ID [JBL#1], as shown in Figure 5.2.

  3. In the RF/ Scan Assets / Enter Asset ID field, enter the Asset ID [JBL ENDURANCE#02], as shown in Figure 5.2.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/JBLEnduranceContainerFillAndShipIDR2957.png
Figure 5.2 Entering Order Details and Asset ID

  1. Scan the Asset by clicking the  button from the mobile. The count is displayed as [1].

  2. Click the SUBMIT button.

  3. Click the batch log   to view generated Batch Details, as shown in Figure 5.3.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/screenshot_20180502-132.png
https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/OK_ButtonR2666.png
https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/JBLEnduranceFillAndShipBatchDetailsR2957.png
Figure 5.3 Batch Details window displaying the status of the Action

  1. Exit the Asset Manager App.

  2. Open the Transfer Out Order [TO-02] > the Status of Item [JBL ENDURANCE] gets modified to Shipped, as shown in Figure 5.4.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TO02FilledR2957.png
Figure 5.4 Transfer Out Order [TO-02] with modified Item Status to Shipped

  1. Click the Transfer Detail icon. The Container ID [JBL#1] gets updated, as shown in Figure 5.5.

https://documentation.r2help.com/mergedProjects/Warehouse/topics/images/TO02FilledTransferDetailWindowR2957.png
Figure 5.5 Transfer Detail window displaying the Container ID [JBL#1]

Updating different Container ID with different Asset ID is not supported from the Asset Manager App as it is supported in the R2 application. The Asset Manager App will update the last scanned Container ID to all the Assets.