If authorized, you can close an order from both the Warehouse In Process Queue and Warehouse In Process Status Queue. For example, you can close an order that was entered by the counter personnel, but then who picked it without using RF or close an order if the items need to be backordered but you need to ship the items you have on-hand. Use caution when closing orders from queues. If done without monitoring and correcting inventory, as necessary, inventory can become inaccurate in the system.
Note: You must be assigned the WHSE.INPROCESS.CLOSE authorization key in order to close items from the Warehouse InProcess Queue.
You can also print tickets before closing orders from the Warehouse In Process Status Queue. For special circumstances when you don't want to close the order from an in process queue, close orders through the Sales Order Entry window.
After closing RF-picked orders from the Warehouse In Process queues, you can display the order in the Warehouse Confirmation Queue to complete order processing. When you display the order in the Warehouse Confirmation Queue, the system assigns it the correct status based upon the order's ship via. Process the order as appropriate.
Note: If you are managing cut products, see Handling Cut Products Using RF in the Product Cutting documentation.
To close an order from the Warehouse In Process Queue:
From the Warehouse Management > Warehouse Queues menu, select Warehouse In Process Queue to display the Warehouse In Process Queue window.
In the Branch field, enter ALL or select the branch you want to view.
In the Operation field, select the type of task for the order you want to close, such as Picking for a manifest.
Select the order to close.
From the File menu, select Close Item to remove the order from the queue and process items into or out of inventory, as appropriate.
Note: Close orders in the queue only after you research and confirm this is the best course of action. If done inappropriately, this action could cause inventory inaccuracies. Do not close an item if the Location field is blank. Enter a location first.
To close an order from the Warehouse In Process Status Queue:
From the Warehouse Management > Warehouse Queues menu, select Warehouse In Process Status to display the Warehouse In Process Status Queue window.
In the Branch field, enter the branch to which the order belongs.
In the Operation field, select the type of task for the order you want to close, such as Picking for a manifest.
Select the order to close.
Print a ticket for the order, if needed.
From the File menu, select Close Order to close the order.
Note: If you use the e-mail print option for closing an order, the system sends the information without prices.
In the dialog box Close All Inprocess Items, click the OK button to close the order.
Note: Use caution when closing orders from queues. If done without monitoring and correcting inventory, as necessary, inventory can become inaccurate in the system.
To print an order ticket after you have closed the order:
From the Warehouse Management > Warehouse Queues menu, select Warehouse In Process Status to display the Warehouse In Process Status Queue window.
In the Branch field, enter the branch to which the order belongs.
In the Operation field, enter Picking to display all current picks.
Select the order for which to print the ticket.
From the File menu, select View Order to display the Sales Order Entry window.
Click the Status tab to display the order's status information.
From the Print menu, select Options to display the Order Reprinting Options window.
In the Print Style field, select the type of pricing to display on the ticket.
Note: If you use the e-mail print option for closing an order, the system sends the information without prices.
In the Order Status field, select the status for picking.
In the Number of Copies field, enter the number of tickets you want to print.
From the File menu, select Print Order to print the ticket.
Save the updates and exit the window to return to the Warehouse In Process Status Queue window.
Close the order, as needed.
To close an order that does not display in the RF system:
From the Orders menu, select Sales Order Entry to display the Sales Order Entry window.
Display the order to close.
Click the Status tab to display the order's status information.
From the Print menu, select Options to display the Order Reprinting Options window.
Note: If you use the e-mail print option for closing an order, the system sends the information without prices.
In the Print Style field, select the type of pricing to display on the ticket.
In the Order Status field, select the status for picking.
In the Number of Copies field, enter the number of tickets you want to print.
In the Review Queue Status field, enter Close to close the order.
From the File menu, select Print Order to print the ticket.
See Also:
Using the Warehouse In Process Queue
Using the Warehouse In Process Status Queue