Skip the Prompts while Filling an Asset in ‘QC’ Status in the Rental Reservation 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 in QC Status in an Order from the Fill Order window.
Sample Workflow
Select the Configuration module > General tab > click the Authorize Action Setup button. The Authorize Action Setup window is displayed. Select the Employees [KMASTER] and [FRANK] in the Authorize Employees To Fill Qc Assets on Order Action (do not select check-box for All or Admin) > click the OK button, as shown in Figure 1.0.
Figure 1.0 Authorize Action Setup in the Configuration Module
Select the Warehouse tab > select the check boxes Validate QC/Service on Return and Validate QC/Service on Fill, shown in Figure 1.1.
Save and exit the Configuration module.
Figure 1.1 Configuration setting for Validating QC/Service on Return and Fill
Login to R2 application as Employee [JAMES] who is not the authorized to fill QC Assets on Orders.
Create a serial Item [CRANE#J].
Tag Maintenance Group [PERIODIC90DAYS] with Maintenance Schedule Periodic 90Days to Item [CRANE#J] as shown in Figure 1.2.
Figure 1.2 Item Edit window
Receive the Assets [CRANE#J01] and [CRANE#J02] for [CRANE#J] on the Date [15-Jan-2019]. Based on Maintenance setup, the Asset is on QC on [15-April- 2019].
On the Date [15-April- 2019], open Service module and click Generate Needs Service button. The Assets [CRANE#J01] and [CRANE#J02]'s Status will be set as QC.
Reserve two quantity of [CRANE#J] on [ORD-1314] from [15-April- 2019] to [25-April- 2019].
On the Date [15-April- 2019] open the Prep Task of [ORD-1314] and scan the Asset [CRANE#J01] that is in QC Status to fill it. The system displays the message, “R2_10533:This Item is in QC. Do you want to Fill?” with "Apply this setting to all future scans in this session" check box, as shown in the Figure 1.3.
Figure 1.3 System Prompts the Message for the Item in QC Status
Select Yes option to fill and provide authorized Employee’s credentials to Fill.
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 system displays the Approve Fill dialog box.
Enter the mandatory User ID or Employee name eligible to Fill the QC Asset, optional Password, and mandatory Remarks, as shown in the Figure 1.4.
Figure 1.4 Approve Fill Dialog box
When Close button is clicked, the system does not perform any operation in the Approve Fill dialog until the User ID,
Password and Remarks are entered.
Click OK. The Asset [CRANE#J01] is filled on the Order [ORD-1314] displaying the Fill Items dialog box Status bar message "ITEM WAS IN QC. Item is Filled."
In the Fill Order window > Fill Items dialog box, scan the Asset [CRANE#J02] that is in QC Status to fill it.
The system does not display any prompts with messages, as the "Apply this setting to all future scans in this session" check box was selected during the scan of the Asset [CRANE#J01]. Hence, while scanning the Asset [CRANE#J02] in the same session, the system displays the Fill Items dialog box Status bar message "ITEM WAS IN QC. Item is Filled," as shown in Figure 1.5.
Figure 1.5 Fill Items window displaying the message in the Status bar for the Asset [CRANE#J02] scan in the same session
Close the Fill Items dialog box.
Close the Fill Order window. The system displays the ViewExceptions prompt with the message "R2_00491:Exceptions found during scanning. Do you want to view it now?" with Yes and No buttons.
Click Yes. The Search Exceptions window is displayed, as shown in Figure 1.6
Figure 1.6 ViewExceptions prompt > Search Exceptions window
Click Print. The Exceptions are printed and displayed in MS Word format, as shown in Figure 1.7.
Figure 1.7 Exceptions in MS Word format
Ship the Assets [CRANE#J01] and [CRANE#J02]. The Status of the Assets [CRANE#J01] and [CRANE#J02] will be modified to Out.