Skip to main content
Skip table of contents

Filling Orders and Transfers via Return/Receive Task of another Order/Transfer

Reference No: 28822

Details

The option to enable a user to fill an Order or Transfer Order via the Receive Task of another Order or Transfer Order has been provided .Also, the ability for a user to choose when to invoke this feature and the required destination Order or Transfer Order has been provided. All other existing exception and history management pertaining to Order and Transfer Order Fill and Receive Tasks has been retained.

The details are explained in the sample workflow given below:

Sample Workflow
Prerequisite:

  1. Select the Maintenance module.

  2. Create a Serial Item [PANA-32D2] in the Site [SANFRANCISCO]. Receive 4 Assets for it as [ASSET-576] through [ASSET-579].

  • No stock is available for the Item [PANA-32D2] in the Site [DETROIT].

Workflow :

  1. Select the Account module.

  2. Create a Rental Reservation Order [ORD-250] in the Site [DETROIT].

  3. Add the Item [PANA-32D2] with the Qty as 2 to the Order [ORD-250]. The Status will be Not Available.

Figure 1.0 Order [ORD-250] in the Site [DETROIT]

  1. Transfer assign the Item [PANA-32D2] from the Site [SANFRANCISCO] with the Return Transfer Order.  The Item [PANA-32D2] in the Order [ORD-250] will be T-Reserved.  The Figures 1.1 and 1.2 show the created Transfer Order [TO-020] and the T-Reserved Item [PANA-32D2] in the Order [ORD-250].

Figure 1.1 Transfer Order [TO-020]

Figure 1.2 T-Reserved Item [PANA-32D2] in the Order [ORD-250]

  1. Save and Exit the Transfer Orders and the Order [ORD-250].  

  2. Log in R2 with the Site [SANFRANCISCO].

  3. Select the Warehouse module.

  4. Open the Prep Task of the Transfer Order [TO-020]. Fill and Ship the Assets [ASSET-576] and [ASSET-577], as shown in Figure 1.3.

Figure 1.3 Transfer Order [TO-020] Assets are Filled and Shipped from the Site [SANFRANCISCO]

  1. Log in R2 with the Site [DETROIT].

  2. Select the Warehouse module.

  3. Open the Receive Task of Transfer Order [TO-020]. Click the Receive Item icon.  In the Transfer Receive window, a new importable field Fill to Order/Transfer has been provided so as  to Tag a Prep Task of an Order/ Transfer to which the Received Assets/Items have to be filled as shown in Figure 1.4.

Figure 1.4 Transfer Order [TO-020] Transfer Receive

  1. Tag the Order [ORD-250]. The Order [ORD-250] is tagged in the Fill to Order/Transfer field of the Transfer Receive window as shown below:

Fill to Order/Transfer field of the Transfer Receive window

  1. Enter the Asset [ASSET-576] in the Asset No. field. The Asset [ASSET-576] is received successfully as shown below:

The Asset [ASSET-576] is received successfully

  1. Similarly, receive the Asset [ASSET-577].

  2. The Assets will be received in the Transfer Order [TO-020] , as shown in the Figure 1.5.

Figure 1.5 Assets received in the Transfer Order [TO-020]

  1. Save and Exit the Transfer Order [TO-016].

  2. Open the Prep Task of  the Order [ORD-250] and verify that the successfully received Assets [ASSET-576] and [ASSET-577] will be simultaneously filled in the Order [ORD-250], as shown in the Figure 1.6.

Figure 1.6 Assets filled in the Order [ORD-250]

  1. Ship the Items in the Order [ORD-250] and Close the [ORD-250] Order Fill window.

  1. Open the Return Task of Order [ORD-250] from the Warehouse module and click the Scan Items button. In the Return Items window, a new importable field Fill to Order/Transfer has been provided so as  to tag a Prep Task of an Order/ Transfer to which the Returned Assets/Items have to be filled as shown in the Figure 1.7.

Figure 1.7 [ORD-250] Return Order window

The Warehouse Tasks window displayed on clicking the importable button of Fill to Order / Transfer field will list all the Open Prep Tasks of Orders and Transfer Orders. The Tasks marked as Done will not be displayed in the Warehouse Tasks window.

  1. Tag the Return Transfer Order [TO-021]. It  will be tagged in the Fill to Order/Transfer field of the Return Items window as shown below:

Fill to Order/Transfer field of the Return Items window

  1. Scan the Asset [ASSET-576]. The Asset [ASSET-576] is returned successfully as shown below:

  1. Similarly scan the [ASSET-577].

  2. The Assets will be returned in the Order [ORD-250], as shown in the Figure 1.8. Simultaneously the Assets will be filled in the Return Transfer Order [TO-021].

Figure 1.8 Assets will be returned in Order [ORD-250]

  1. Close the [ORD-250] Return Order window.

  1. Open the Return Transfer Order [TO-021].  The Assets returned in the Order [ORD-250] are simultaneously filled, as shown in the Figure 1.9.

Figure 1.9 Assets will be Filled in Return Transfer Order [TO-021]

  1. These already filled Assets can be shipped using different methods of shipping on the Transfer Order.

More Scenarios on filling while Return or Receive

The above mentioned work flow is basic workflow for understanding the Fill to Order / Transfer option in Transfer Receive and Return Items window. The behavior of this feature in different scenarios is explained with addition sample work flows in the below sections.

Case 1: Received or Returned Assets are filled when it is present in the selected Prep task else prompts the user to Add and Prep
Workflow :

  1. Create a Rental Reservation Order [ORD-271] from [04-Feb-2017 7:00 AM]  to [05-Feb-2017 7:00AM]. Add an Item [JBLS82M] to the Order [ORD-271]. Ship the Item Asset [ASSET-597], as shown in the Figure 1.10.

Figure 1.10 Order [ORD-271] with Asset [ASSET-597] dispatched

  1. Create another Order [ORD-272] and reserve the Item [JBLS82M] from [06-Feb-2017 7:00 AM]  to [07-Feb-2017 7:00AM]. Reserve another Item [JBLS-DM] from [05-Feb-2017 7:00 AM]  to [07-Feb-2017 7:00AM]. There will be two Prep Tasks created for Order [ORD-272], as shown in Figure 1.11.

Figure 1.11 [ORD-272] with multiple Prep tasks

  1. Open the Return task of the Order [ORD-271]. Open Return Items window and tag Prep task of Order [ORD-272] created for [05-Feb-2017 7:00 AM] as Fill to Order / Transfer and scan the Asset [ASSET-597], as shown in the Figure 1.12.

Figure 1.12 Return Asset  [ASSET-597]

  1. The system displays a Add and Prep message since this Item is not present in the selected prep task of [ORD-272], as shown in the Figure 1.13.

Figure 1.13 Add and Prep prompt

  1. Choosing Yes will return the Asset [ASSET-597] from the Order [ORD-271],  add the Item [JBLS82M] to the Order [ORD-272] with current date and fill the Asset [ASSET-597] with the Status message "Item Not On Order, Added and Filled" and as shown below:

  1. Choosing No will return the Asset [ASSET-597] from the Order [ORD-271] and will not add the item to the Order [ORD-272].

  • The Return operation on Order [ORD-271] will be successful irrespective of option chosen for Add and Prep. To fill these returned/received assets, user has to open the respective Prep Task of the Order/Transfer Order and scan it.

  • At step 3 in the above scenario, if Prep task of Order [ORD-272] which is created for [06-Feb-2017 7:00 AM] is tagged as Fill to Order / Transfer instead and scan Asset [ASSET-597], the system will not prompt for Add and Prep but fills the Item on the product line which is reserved on the Order [ORD-272].

Case 2: Received/Returned Assets are filled into the selected Prep Task in the sequence of Item lines present on the Prep task
Prerequisite:

  1. Select the Maintenance module.

  2. Create a Serial Item [SHURE SCM268-M ] in the Site [DETROIT]. Receive 1 Asset for it as [ASSET-584].

  3. Receive 2 Assets for the Serial Item [SHURE SCM268-M] as [ASSET-585] and [ASSET-586] in the Site [SANFRANCISCO].

Workflow :

  1. Create a Rental Reservation Order [ORD-258] in  the Site [DETROIT].

  2. Add 3 quantities of the Item [SHURE SCM268-M]. 1 quantity will be Reserved and 2 quantity will be Not Available.

  3. Transfer Assign the 2 Not Available quantities from the Site [SANFRANCISCO] with the Return Transfer Order, as shown in Figure 1.14.

Figure 1.14 T-Reserved Item [SHURE SCM268-M]

  1. Select the Site [SANFRANCISCO].

  2. Open the Prep Task of the Main Transfer Order [T0-022] which is created for the T-Reserved line on the Order [ORD-258] and Fill and Ship the Assets [ASSET-585] and [ASSET-586] present in the Site [SANFRANCISCO].

  3. Select the Site [DETROIT].

  4. Open the Receive Task of Main Transfer Order [T0-022]. Open Transfer Receive window and tag the Prep Task of the Order [ORD-258] and scan the Asset [ASSET-585], as shown in Figure 1.15.

Figure 1.15 Scanned Asset [ASSET-585] of Main Transfer Order [T0-022]

  1. The Asset [ASSET-585] is received successfully and fills the first line on the Prep Task of Order [ORD-258] selected , as shown in Figure 1.16.

Figure 1.16 Asset [ASSET-585] received successfully and Fills the first line in the Order task

NOTE: Filling of Received/Returned Items to the selected Order will be performed in the same sequence as it present on the Order Task. This behavior is same as how Items are filled when the Prep Task of the respective order is opened and Items are scanned on the Fill Items window.

Case 3: Received/returned Assets when attempted to fill in selected Order which is Unlocked or In-use
Workflow :

  1. Open Session#1 of R2 and create a Rental Reservation Order [ORD-259] and reserve 1 quantity of the Item [SHUREKEYBOARD] from [1-Feb-2017 7:00 AM] to [3-Feb-2017 7:00 AM].

  2. Fill and ship the Asset [SHUREKEYBOARD-001] in the Order [ORD-259] as shown in Figure 1.17.

Figure 1.17 Item [SHUREKEYBOARD] Out in the Order [ORD-259]

  1. Create a Rental Reservation Order [ORD-260] and reserve 1 quantity of the Item [SHUREKEYBOARD] from [3-Feb-2017 7:00 AM] to [5-Feb-2017 7:00 AM] , as shown in Figure 1.18.

Figure 1.18 Order [ORD-260] with 1 quantity of the Item [SHUREKEYBOARD] reserved

  1. Open the Return Task of [ORD-259] > open Return Items dialog and tag the Order [ORD-260] in the Fill to Order/Transfer field.

  2. Open Session#2 of R2 and unlock the Order [ORD-259] from the Accounts module.

  3. Go back to Session#1 of R2 and Return Items dialog > scan the Asset [SHUREKEYBOARD-001] as shown below:

The Asset [SHUREKEYBOARD-001] is returned successfully on [ORD-259] and displays a message as “Order [ORD-260] is unlocked [SHUREKEYBOARD-001] returned successfully but could not be filled”, as shown in Figure 1.19.

Figure 1.19 Returns successfully but filling fails as Order is in Use

Failed to fill assets further can be filled by opening the respective Prep Task.

Points to Note:

  • The scenarios explained in above sections are applicable for Non-Serial Items/Kits/Packages also.

  • On filling Items to an Order / Transfer Order while receiving / returning will write the Warehouse History / Warehouse Exceptions of the Orders similar to how it writes when it is scanned on the respective order tasks for returning and filling.

  • On attempting to fill Items to an Order / Transfer Order while receiving / returning, due to multiple reasons returning may succeed by filling may fail. Some example scenarios are explained in the above sections. In such cases it should be noted that user can fill such Items to the required order through the respective prep tasks / batch fill.

  • The Fill to Order / Transfer Order selected on the Transfer Receive / Return Items window will be removed on closing the Transfer Receive / Return Items window.

  • The system proceeds to fill scanned Items to selected Order / Transfer Order only on successful Return / Receive of the scanned Item.

  • The Warehouse Tasks window displayed on clicking the importable button of Fill to Order / Transfer field will list all the Open Prep Tasks of Orders and Transfer Orders. The Done Tasks of Orders will not be displayed in the Warehouse Tasks window.   

 

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.

Contact Support Close