Skip the Prompts for an Asset with expired Periodic Schedule in the Linked Transfer Order
Content was last updated in 06.01.17-00
Revision History
Version No. | Reference No. | Changes |
06.01.17-00 | R2-17740 and R2-17895 | Change in Design how PAT Testing is executed. |
06.00.04-00 | R2-3520 | Prompts displayed during PAT validation. |
NA | R2-23 | Configuring 'Effective Date' for Maintenance Schedules |
NA | NA | Content ported from previous release pertaining to same topic. |
Support has been provided to skip the prompt displayed while scanning the Asset with the expired Periodic Schedule of 90 Days from the Linked Transfer Order.
Sample Workflow
Select the Configuration module > Warehouse tab > select the check boxes Validate QC/Service on Return and Validate QC/Service on Fill, shown in Figure 5.0.
Save and exit the Configuration module.
Figure 5.0 Configuration setting for Validating QC/Service on Return and Fill
Login to R2 application as Employee [JAMES].
Select the Site [SANFRANCISCO].
Create a serial Item [CRANE#M].
Tag Maintenance Group [PERIODIC90DAYS] with Maintenance Schedule Periodic 90Days to Item [CRANE#M] as shown in Figure 5.1.
Figure 5.1 Item Edit window
Receive the Assets [CRANE#M03] and [CRANE#M04] for [CRANE#M] on the Date [15-Jan-2019]. Based on Maintenance setup, the Asset is on QC on [15-April- 2019].
Create Order [ORD-1316] from [15-Jan- 2019] to [30-April- 2019].
Search and Add the Serial Item [CRANE#M] in 2 Qty. The Item Status is displayed as Not Available.
Select the Serial Item [CRANE#M] line > right-click > Assign > Assign dialog box > Transfer In radio button > Transfer Assign dialog box > User Assign radio button > Transfer Order dialog box > Create new Transfer Order radio button > OK.
Create a Linked Transfer Order [TO-205], as shown in Figure 5.2.
Figure 5.2 Linked Transfer Order [TO-205]
Select the Shipping tab and select the Drop Ship check box. Save and Exit the Linked Transfer Order [TO-205] and Order [ORD-1316].
In the Site [SANFRANCISCO]. Search and open the Linked Transfer Order [TO-205].
Click the Fill Items button. The Transfer Fill window is displayed.
Scan the Asset [CRANE#M03] to fill it. The system displays the message, “R2_10554:CRANE#M03 Asset's next Service is Due on 04/15/2019 and this falls before the Return Date. Do you want to continue filling?” with "Apply this setting to all future scans in this session" check box and Yes and No buttons, as shown in the Figure 5.3.
Figure 5.3 System Prompts the Message for the Item
Select Yes option to Fill the Asset.
Select No option to ignore the scan.
Select the "Apply this setting to all future scans in this session" check box to apply the same settings during all the future scans in this session.
Select the "Apply this setting to all future scans in this session" check box and click the Yes button. The Asset [CRANE#M03] is filled displaying the Transfer Fill dialog box Status bar message "Item filled successfully."
In the Transfer Fill window, scan the Asset [CRANE#M04].
The system does not display any prompt with message, as the "Apply this setting to all future scans in this session" check box was selected during the scan of the Asset [CRANE#M03]. Hence, while scanning the Asset [CRANE#M04] in the same session, the system displays the Transfer Fill dialog box Status bar message"Item filled successfully" as shown in Figure 5.4.
Figure 5.4 Transfer Fill dialog box displaying the Status bar message "Item filled successfully"
Close the Transfer Fill dialog box. The system displays the Print Exception prompt with the message "R2_00134:Exceptions found during scanning. Do you want to view it now?" with Yes and No buttons.
Click Yes. The Print Type dialog box is displayed with the Exception and FullPrint radio buttons.
Click the Exception radio button and click OK. The Exceptions are printed and displayed in MS Word format, as shown in Figure 5.5.
Figure 5.5 Exceptions in MS Word format
The Status of the Item [CRANE#M] is modified to Filled in the Linked Transfer Order [TO-205] and the Status of the Assets [CRANE#M03] and [CRANE#M04] will be modified to In Transfer.
Click Ship All to Ship all the Assets [CRANE#M03] and [CRANE#M04].