Common Work Queues and Activity Logs

Purpose

Information Displayed

Menu Path

Use the Customer Activity Log to view or edit trackers assigned to a customer.

Archive of customer trackers.

Use a purge utility to delete items.

From the A/R menu, select Customer Activity Log Viewing.

Purpose

Information Displayed

Menu Path

Use the User Activity Log to view or edit all trackers assigned to a user.

Archive of trackers assigned to a user.

Use a purge utility to delete items.

From the System menu, select User Activity Log Viewing.

Purpose

Information Displayed

Menu Path

Use the Vendor Activity Log to view or edit trackers assigned to a vendor.

Archive of vendor trackers.

Use a purge utility to delete items.

From the A/P menu, select  Vendor Activity Log Viewing.

Purpose

Information Displayed

Menu Path

The Product Activity Log records events that affect the quantities and locations of products in your warehouse.

Product activity.

Use a purge utility to delete items.

Use the Log hot key on various product related screens, such as Inventory Inquiry, Inventory History Ledger, or Product Location Maintenance.

Purpose

Information Displayed

Menu Path

Use the Customer Calling Queue to monitor open orders in the system.

For example, use it to monitor those orders where a customer is waiting for a follow-up call (as in the Call When Available or Call When Complete order statuses).

Generation status codes:

• The order is complete.

• A line item is complete.

• An item is available.

• The indicated date has arrived.

From the Orders > Queues menu, select Customer Calling Queue.

Purpose

Information Displayed

Menu Path

Use the Bid Follow Up Queue to view, edit, and follow up on bids.

Orders that you entered in bid mode, with a followup date. The bid appears in this queue on the followup date.

Once you acknowledge it, the system removes the bid from the queue.

From the Orders > Queues menu, select Bid Follow Up Queue.

Purpose

Information Displayed

Menu Path

Use the Open Order Status Review Queue to:

• Verify ticket printing for warehouse personnel.

• Check the status of an order.

• Check which orders are on credit hold and ready to print.

• Printed tickets.

• Order status.

From the Orders > Queues menu, select Open Order Status Review Queue.

Purpose

Information Displayed

Menu Path

Use the Lot Order Status Review Queue to monitor and expedite open lot item orders.

Depending on your selections, one of the following:

• Lot item orders from a customer or vendor perspective based on either a price or cost basis.

• Orders based on a percent complete.

• Orders with no shipments or invoicing activities by date.

• Orders based on complete date, ship date, or followup date.

• Shipments that are on hold for vendor release.

From the Orders > Queues menu, select Lot Order Status Review Queue.

Purpose

Information Displayed

Menu Path

Use the Open Order Work Queue to manage work orders. You can set the work orders with material available in process.

Work orders:

• With enough material to release them.

• Whose start date is before the available date for the material.

• Scheduled to start in the future.

• All open work orders.

From the Order > Queues menu, select Open Work Order Queue.

Purpose

Information Displayed

Menu Path

Use the Detail Product Serial Queue as a tool for checking the accuracy of information for products  with inbound or outbound serial numbers.

By branch and buy line, products where:

• The on-hand quantity does not equal the serial number quantity.

• The serial number quantity does not equal the total number of serial numbers.

From the Orders > Queues menu, select Product Serial Queue.

Purpose

Information Displayed

Menu Path

Use the Remote Order Entry Review Queue to review orders submitted through Remote Order Entry before they enter the system to be processed. You can also review new and changed bids.

• Remote order entries.

• New bids.

• Edited bids.

From the Orders > Queues menu, select Remote Order Entry Review Queue.

Purpose

Information Displayed

Menu Path

Use the Unearned Revenue Review Queue to track orders where the entire amount of the order is billed upon first shipment.

Incomplete single invoice orders.

From the Orders > Queues menu, select Unearned Revenue Review Queue.

Purpose

Information Displayed

Menu Path

Use the Transfer Confirmation Queue to see what items are being requested for procurement and transfer between branches in a multi-branch network.

All branch procurements.

This queue does not include return transfers.

From the Xfers menu, select Transfer Confirmation Queue.

Purpose

Information Displayed

Menu Path

Use the Cycle Count Queue to verify inventory counts for items that you need to check and correct.

• On-hand quantities of less than zero.

• Items that were over-committed during the sales entry process.

From the Physical menu, select Cycle Count Queue.

Purpose

Information Displayed

Menu Path

Use this queue to view orders on a manifest and package types.

• List of the orders to be on a shipment (through company truck or commercial carrier) for delivery.

• Order package types

From the Whse Mgt menu, select Shipping Manifest Queue.

Purpose

Information Displayed

Menu Path

Use this queue to:

• Track items' picking or putting away statuses through radio frequency (RF) counts.

• Catch any mistakes that may occur in picking or putting away processes.

Items' RF counts.

From the Whse Mgt > Warehouse Queues menu, select Tote In Process Queue.

Purpose

Information Displayed

Menu Path

Use this queue to:

• Review tickets or receipts that have been processed before the actual items have been picked or put away.

• Close orders that you know have been picked or received but are still in the queue for some other reason.

Detailed view of products not yet  picked or put away, listed individually on separate lines.

From the Whse Mgt > Warehouse Queues menu, select Warehouse In Process Queue.

Purpose

Information Displayed

Menu Path

Use this queue to:

• Assign an employee picking or putting away duties for an order.

• Monitor the progress of orders that are being picked or put away.

• Open sales orders.

• Purchase orders (normal or returns).

• Transfers (inbound and returns).

• Locations

• Summary view of order generations.

The Warehouse In Process Status program is constantly updated.  The changes may occur on the screen as you are viewing it. Updating appears in the lower right corner of the screen as the system updates information.

Note: If no one indicates order types for your branch, then your screen is

From the Whse Mgt > Warehouse Queues menu, select Warehouse In Process Status.

Purpose

Information Displayed

Menu Path

Use this queue to determine when and how much to buy based on the calculated suggestions.

Buy lines that have fallen below order point. Products can be displayed by:

• Normal

• Emergency

• Overdue P/Os

• Open P/Os

• Select Queues

From the Purch > Queues menu, select Suggested P/O Queue.

Purpose

Information Displayed

Menu Path

Use this queue to view non-stock items that you need to procure from a vendor in order to fill a customer order.

You can edit the order and add it to a suggested P/O.

Purchase orders that need nonstock items that you need to procure.

From the Purch > Queues menu, select Procurement Confirmation Queue.

Purpose

Information Displayed

Menu Path

Use this queue to handle items that have either been returned by a customer or received from a vendor as defective, as an overshipment, or not as ordered.

The queue tracks returned goods until you add an item to a purchase order or dispose of it in some way.

• Returned items from customers.

• Defective Items from vendors.

From the Purch > Queues menu, select Return Goods Queue.

Purpose

Information Displayed

Menu Path

Use this queue to:

• Select and view a list of customers with past due balances.

• View invoices and payments.

• View customer notes.

• Schedule followup actions.

• Edit customer files.

• Change customer credit status.

Customers with past due balances.

From the A/R menu, select A/R Collection Queue.

Purpose

Information Displayed

Menu Path

Use this queue to review invoices or orders before printing them.

After you resolve any questions or problems for the invoice, change the Print Status back to P.

Orders depending upon the status given to the invoice.

The system removes the invoice from the queue after you have printed it and sent it to the customer.

From the Orders > Queues menu, select Invoice Preview Queue.

Purpose

Information Displayed

Menu Path

Use this queue to manage payment approval and timing of payables from A/P Entry.

• You can manage the payment schedule of the listed payables.

• To remove an invoice from a Preview Queue, you must print a check for that invoice.

• Open payable invoices.

• A running total of all approved invoices.

From the A/P menu, select A/P Preview Queue.

Purpose

Information Displayed

Menu Path

Use this queue to view and edit trackers:

• Assigned to you.

• With you on the forwarding list.

Trackers assigned or forwarded to you.

From the System menu, select User Job Queue Viewing.

Purpose

Information Displayed

Menu Path

Use this queue to manage faxes sent through VSI-FAX Gold.

Faxes received.

From the System > Printers menu, select Incoming Fax Status Queue.

Purpose

Information Displayed

Menu Path

Use this queue to schedule faxes to be sent.

Faxes scheduled to be sent

From the System > Printers menu, select Outgoing Fax Status Queue.