Tracking Sales and Transfer Orders Through the Warehouse

Use the Warehouse Picking Confirmation Queue to track sales orders and transfer orders and their products through the warehouse as the order is being picked. From the Warehouse Picking Confirmation Queue you can also do the following:

• Confirm order in-process statuses.

• Assign tracking numbers to packages.

• Print separate pick and ship tickets.

To print ship tickets for orders that contain open serial numbers, you must be assigned the SERIAL.OVRDauthorization key to complete the printing process.

• Enter order staging locations.

• Indicate packaging used for the order.

• Print packaging labels.

• Add an order to an existing manifest or create a new manifest for the order.

• Add heat numbers for Mill Test Reports.

This topic contains information about how to complete the following tasks:

• Track orders through the warehouse.

• Assign packages in an order a tracking number.

For information about picking and shipping different order types, such as transfers and COD orders, see Picking and Shipping Different Order Types in a Manual Warehouse.

To use the Warehouse Picking Confirmation Queue, the Enable Picking Confirmationcontrol maintenance record must be set to Yes for your branch. The Warehouse Picking Confirmation Queue is available for orders being shipped using a ship via that has valid in-process statuses defined. For more information, see Ship Via Maintenance Overview.

Tracking Orders Through the Warehouse

Use the Warehouse Picking Confirmation Queue to track an order and its products through the warehouse as an order is being picked using the valid in-process statuses defined for the ship via assigned to the order.

If you are using RF and close an RF-picked order from the Warehouse In Process Queues, you can use the Warehouse Confirmation Queue to complete processing for the order. When you display the order in the Warehouse Confirmation Queue, the system assigns it to the correct status based on the order's ship via.

To track an order through the warehouse:

1. From the Warehouse Management > Warehouse Queues menu, select Warehouse Confirmation Queue to display the Warehouse Picking Confirmation window.

2. In the Order # field, enter the transaction number for the order you want to update or scan the ticket's bar code.

The system populates the following fields:

Note: If the Status To Require Heat Numbers In Warehouse Confirmation Queue control maintenance record is set, the system may prompt you to enter heat numbers before moving to the next process status.

3. In the Current User ID field, edit the user ID as necessary to match the in-process status.

4. From the File menu, select Confirm to confirm the in-process status displayed in the Review Queue Status field.

• The system enters the first status, and with each status confirmation, it progresses to the next in-process status defined in Branch and Ship Via Maintenance. The system enters the next status in the Next Status field, accordingly.

• Whenever a status's first four characters are Pick and that status is confirmed, the system updates the ledger record by entering the user ID of the current user as the picker.

• If you have Signature defined as an in-process status for the ship via, and have the Eclipse Signature Capture companion product installed with a signature capture device, the device and application activate when the Signature status is the next status. The signature capture device remains active independent of the picking process. If you have Signature defined as an in-process status and do not have the Eclipse Signature Capture companion product installed, you receive an error message when the status is set to Signature.

• If you confirm an invoice to the Staging status (when it is followed by Manifest), the system checks the Auto Manifest Load field for the ship via in Ship Via Maintenance before confirming the status of Manifest. One of the following occurs:

• If the Auto Manifest Load field is un-checked, the system does not confirm the status of Manifest. Manually add the order to the manifest. When you manually add an invoiced order to a manifest, the status in the Warehouse Picking Confirmation window changes to Manifest.

• If the Auto Manifest Load field is checked, the system confirms the Staging status and then confirms the Manifest status.

• If thePrint MTRscheck box is selected at the sales order or line item level, the system automatically displays the Enter Heat Numbers window. Enter the heat numbers for each product and continue.

5. Complete the confirmation and update the following columns:

At the confirmation of the last step defined for your company's process, the system displays the Do you want to print a ship ticket now? dialog box.

6. In the dialog box, click Yes to print a ship ticket for the order.

7. Save your changes and exit the window after you complete updating and confirming the order's in-process status.

Assigning Packages a Tracking Number

Depending on how the Warehouse Picking Confirmation Queue is set up for you, you may need to enter a tracking number for packages in an order, or the system may assign a tracking number to a package for you.

If the Use Whse Confirmation Queue With Tracking Numbercontrol maintenance record is set to Yes, the Warehouse Picking Confirmation Queue displays two additional columns to store quantities and tracking numbers. If your system is set up to automatically assign tracking numbers, the Set Starting Warehouse Confirmation Tracker ID Numbercontrol maintenance record determines the starting tracker number. Each time the system assigns a number, the tracking number increases by one.

To manually assign a tracking number:

1. Use the Warehouse Picking Confirmation Queue as described in Tracking Orders Through the Picking Process.

2. In the Quantity column, enter the number of items packed in the line item.

For example, if you have two boxes in staging location S-01 that each contain five items, enter 10 in the Quantity column for that line.

Note: Depending on the settings in the Warehouse Tracking Column Titlescontrol maintenance record, the Quantity column may have a different name. Use the field after the last package type field to enter quantities.

3. In the Tracking# column, enter the tracking number for the package.

If you want to assign a different tracking number to each package in the order, for example, each box and each bag, enter each package on a separate line so each staging location has only one item.

Note: Depending on the settings in the Warehouse Tracking Column Titlescontrol maintenance record, the Tracking# column may have a different name. Use the last field on the right of the screen to enter tracking numbers.

4. Save your changes and exit the window.

More Options from the Warehouse Picking Confirmation Queue

The Warehouse Picking Confirmation Queue also offers these options.

See Also:

Picking and Shipping Different Order Types in a Manual Warehouse

Shipping Manifest Queue Overview

Picking and Shipping Orders in a Manual Warehouse Overview