Lesson 14: Incident and Other Issues. Copyright 2002 Sterling Commerce, Inc. All rights reserved. 2 Create Incident Issue

Lesson 14: Incident and Other Issues

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

2

Create Incident Issue


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Header Details Screen


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Issue Details Screen

Select service from the drop down menu. This is the shipping method for the order.

Issue number is system generated


5

Item Details

Enter request number and item ID – tab and the item information will auto fill. Enter the issue quantity for each item.

Click on save when all items have been entered.


6

Issue Details Screen

Draft Order Created

Click on CONFIRM


7

Issue Detail Screen-created

Schedule and Release

Status is Created


8

Schedule and Release Screen

Click OK

This will create move tasks for all the items on the issue from the storage location to the Shipping zone. An issue batch sheet will print automatically.


9

Issue Details Screen-Included in Shipment

Included in Shipment

Click Truck


10

Order Screen

If the move tasks will be completed on the console – click on the shipment hyperlink


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Shipment Details – Tasks

Click on view tasks or complete tasks.


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Task List Screen

Options -

Click on the Batch No hyperlink or

Put a check in the box next to the lines and click on view details.

We will be looking at Batch No hyperlink.


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Batch Detail and Complete Screens

Click on Complete

Make any necessary source location changes and click on SAVE. Click the close button twice.


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Confirming Shipment Details

Click on Confirm Shipment. Status will be updated to SHIPPED.


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Shipment Details

Enter appropriate shipment details i.e. driver name, tracking numbers, Bill of Lading etc. Click on SAVE when finished.


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Printing Issue and Shipping Status Report

After shipment details are entered and saved – click on PRINT.


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Print Prompt Screen

Select appropriate issue report from drop down, printer name and number of copies

Select Shipping Status Report from drop down, printer name and number of copies.


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Finishing the issue.

Click on Close

Updated issue status to Shipped


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Outbound Pick Tasks-scan device

The outbound pick tasks are for outbound shipments for incident/other issues.

The outbound pick tasks will be automatically generated when a shipment is created for the incident/other issue.

On the AIT mobile device, the pick tasks will be split as two separate tasks – one for doing the actual pickup of the item from the pick location and another for doing the deposit (locating to a shipping area).


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Outbound Pick Tasks(cont)

The following steps illustrate the processing of pick tasks for incident/other issues:

– Log into the mobile terminal– Choose the “Task Controller” menu option on the resulting

screen.– Enter/scan the reference “Start Location” on the mobile

terminal.


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Outbound Pick Tasks (cont)

– In the resulting screen, scan the pick location for the pick task.

The system automatically suggests the pick location from where to pick.

Hit the “Go” button– On the next screen, scan the suggested item and quantity

and hit the “Go” button.


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– If all the pick tasks have been completed, the system suggests the next deposit task.

– Scan the deposit location and item on the deposit screen and hit “Go” button. This will deposit the item into the shipping location

This will complete the pick task cycle.


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The outbound pick task screen would need to display the following customized fields (not currently shown on the mock-up screens that follow):

Issue Number – This should be displayed on the retrieval screen, along with item information, for all tasks associated with incident issues.

Incident Number – This should be displayed on the retrieval screen, along with item information, for all tasks associated with incident issues.


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Incident Name – This, too, should be displayed on the retrieval screen, along with item information.

A button will be added, called “Issue Info” which will present the user with key information for the Issue such as Ship-To address and Account Numbers

Because of the limited “footprint” of the mobile terminal screen, not all information on a full-sized issue screen will appear (e.g. If an issue has split account codes, there’s not enough room to show the additional codes)


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The following screen shots illustrate the pick cycle

for outbound shipments


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(A) Figure 5.1.1 Outbound Pick – Reference Location Scan(B) Figure 5.1.2 Outbound Pick – Pick Location Scan

(A) (B)


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(C) Figure 5.1.3 Outbound Pick – Item & Qty Scan (scan or manually enter Quantity)(D) Figure 5.1.4 Outbound Pick – Deposit Location Scan

(C) (D)


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(E) Figure 5.1.5 Outbound Pick – Deposit to Ship Location(F) Figure 5.1.6 Outbound Pick – All Tasks Completed

(E) (F)


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Create Other Issue Screen


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Other Issue Header Details Screen

Enter the other order number or use the spyglass to look up the order. Tab out


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Other Order Entry Screen

On tab out order information will populate


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Issue Details Screen-other order

Enter the request number if applicable, Item ID, requested quantity and issue quantity. Click on SAVE


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Other Issue

From this point forward the steps to create an Other Issue are exactly the same as when creating an Incident Issue.


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Lesson 14: Summary

In this lesson you should have learned:

-The necessary steps to create an Incident Issue and an Other Order Issue

-How to complete the Incident Issue and Other Order Issue on the console and the scan device


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Questions?

Documents

Lesson 14: Incident and Other Issues. Copyright 2002 Sterling Commerce, Inc. All rights reserved. 2 Create Incident Issue