Post on 03-Jan-2016
Lesson 14: Incident and Other Issues
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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
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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.
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Issue Details Screen
Draft Order Created
Click on CONFIRM
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Issue Detail Screen-created
Schedule and Release
Status is Created
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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.
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Issue Details Screen-Included in Shipment
Included in Shipment
Click Truck
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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).
Copyright 2002 Sterling Commerce, Inc. All rights reserved.
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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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Outbound Pick Tasks (cont)
– 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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Outbound Pick Tasks (cont)
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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Outbound Pick Tasks (cont)
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?