accellosone wms - flyers energy

AccellosOneWMS Workspace User’s Manual

Accellos, a HighJump Product 90 South Cascade Avenue, Suite 1200

Colorado Springs, CO 80903 www.accellos.com

Version: 65.02 Date: May 2015

Copyright © HighJump Software, Inc.

All rights reserved.

The information contained in this document is confidential and is intended only for the persons to whom it is transmitted. Any reproduction of this document in whole or in part, or divulgence of any of its contents without prior written consent of HighJump Software, Inc. is prohibited.

AccellosOne WMS Workspace User’s Manual 3

CONTENTS

About This Documentation .................................................................................................................5 Audience .................................................................................................................................................................... 5 Navigating this PDF .................................................................................................................................................... 5

Bookmarks ............................................................................................................................................................ 5 Cross-References / Hyperlinks .............................................................................................................................. 5 Zoom ..................................................................................................................................................................... 5

Document Conventions ............................................................................................................................................. 6 Additional Information and Support ......................................................................................................................... 6

1. Introduction ...................................................................................................................................7 About Workspace ...................................................................................................................................................... 7 WMS Application Components ................................................................................................................................. 8 Companion Applications ........................................................................................................................................... 9 AccellosOne Essentials .............................................................................................................................................. 9

2. Exploring Workspace .................................................................................................................... 10 System Requirements ............................................................................................................................................. 11

Client System Configuration................................................................................................................................ 11 Screen Resolution ............................................................................................................................................... 12

Logging In / Logging Out .......................................................................................................................................... 12 Launching Workspace ......................................................................................................................................... 12 Resetting Your Password .................................................................................................................................... 14 Logging Off .......................................................................................................................................................... 16

Workspace Layout ................................................................................................................................................... 17 Quick Access Toolbar .......................................................................................................................................... 18 Ribbon Line ......................................................................................................................................................... 18 Navigation Pane .................................................................................................................................................. 19 Work Display Pane .............................................................................................................................................. 20

Customizing the User Interface ............................................................................................................................... 21 Workspace Layout Options ................................................................................................................................. 21 Hiding the Ribbon Line ........................................................................................................................................ 26 Resizing the Pane Width ..................................................................................................................................... 26 Creating My Applications .................................................................................................................................... 27 Application Layout Options ................................................................................................................................. 34

Working with Grid Data ........................................................................................................................................... 41 Grid Tools and Navigation ................................................................................................................................... 41 Sorting Rows by Column ..................................................................................................................................... 43 Resizing / Rearranging Columns .......................................................................................................................... 43 Showing / Hiding Columns .................................................................................................................................. 44 Anchoring Columns ............................................................................................................................................. 45 Showing / Hiding Rows (Filtering) ....................................................................................................................... 45 Grouping Rows .................................................................................................................................................... 51 Selecting and Highlighting Rows ......................................................................................................................... 52 Editing Grid Data ................................................................................................................................................. 53 Copying / Exporting Grid Data ............................................................................................................................ 53

Saving Your Settings ................................................................................................................................................ 55 Save Layout (Workspace) .................................................................................................................................... 55 Dock Layout (Application Window)..................................................................................................................... 55

Contents


My Applications (Custom Menus) ....................................................................................................................... 56 Save Configuration (Grid Columns) ..................................................................................................................... 56 Save Filters (Grid Rows/Records) ........................................................................................................................ 56

Video Help and Training Courses ............................................................................................................................ 57 Video Center ....................................................................................................................................................... 57 Video Help ........................................................................................................................................................... 58 Training Courses .................................................................................................................................................. 59

3. Application Components .............................................................................................................. 62 Warehouse Menu .................................................................................................................................................... 62

Folders and Menu Items ..................................................................................................................................... 62 Launching an Application .................................................................................................................................... 63

About WMS Workcenters ....................................................................................................................................... 64 Order Workcenter ................................................................................................................................................... 65

Ribbon Controls................................................................................................................................................... 66 Right-Mouse Click Controls ................................................................................................................................. 67 Auxiliary Panels ................................................................................................................................................... 75

Receipt Workcenter ................................................................................................................................................ 81 Ribbon Controls................................................................................................................................................... 82 Right-Mouse Click Controls ................................................................................................................................. 83 Auxiliary Panels ................................................................................................................................................... 83

Inventory Workcenter ............................................................................................................................................. 87 Ribbon Controls................................................................................................................................................... 88 Auxiliary Panels ................................................................................................................................................... 89

Task Management ................................................................................................................................................... 91 Product Workcenter ................................................................................................................................................ 92

Auxiliary Panels ................................................................................................................................................... 92 Assembly Workcenter ............................................................................................................................................. 94

Adding New Recipes ............................................................................................................................................ 95 Cycle Count Workcenter ......................................................................................................................................... 97

Ribbon Controls................................................................................................................................................... 97 Creating a New Full Count................................................................................................................................... 98 Recount ............................................................................................................................................................... 98 Mark All ............................................................................................................................................................... 98 Creating a New Cycle Count ................................................................................................................................ 99 Uploading to Host ............................................................................................................................................... 99

Customer Workcenter ............................................................................................................................................. 99 Vendor Workcenter ............................................................................................................................................... 100 Uploaded Orders / Uploaded Receipts.................................................................................................................. 100

Appendix A .................................................................................................................................... 101


ABOUT THIS DOCUMENTATION

This manual provides conceptual information and operational procedures for use of the AccellosOne Warehouse Management System in AccellosOne Workspace. It is highly recommended that you read the introductory companion manual, AccellosOne WMS Overview, before working with the procedures contained in this manual.

Please note that in some places in this documentation, the brand name AccellosOne may be abbreviated to A1, especially when referring to other AccellosOne products. Also, the full product name for AccellosOne Warehouse Management System may be shortened to WMS; AccellosOne Workspace may be shortened to Workspace.

AUDIENCE

This documentation is intended for the following readers:

Warehouse managers or dispatchers who use the AccellosOne WMS for conducting and overseeing daily warehouse operations.

HighJump partners and resellers, and warehouse system administrators or IT managers, who need to understand AccellosOne WMS functions for the purposes of system installation, setup, and ongoing configuration.

It is assumed that the reader has some familiarity with basic warehousing concepts, but not necessarily with terminology specific to AccellosOne WMS (or warehouse management systems in general).

NAVIGATING THIS PDF

This document is designed for onscreen viewing with built-in search and navigation capabilities. Use Acrobat® Reader as your PDF viewer to take full advantage of these interactive features:

Bookmarks

The list of bookmarks serves as a hyperlinked table of contents that is instantly available to you from any page in the document. Activate the bookmarks feature on the left side of the Acrobat Reader window.

Cross-References / Hyperlinks

Blue hyperlinks appear throughout this document wherever one topic references another. They also appear in generated lists, such as the Table of Contents. If you are viewing in Acrobat Reader, use the Alt + Left Arrow shortcut to return back to previous hyperlink locations.

Zoom

Use the zoom feature to enlarge text, screen shots and diagram details. Hold down the Ctrl key and use the scroll wheel (on your mouse) to zoom in or out of articles in the documentation.

About This Documentation Document Conventions


DOCUMENT CONVENTIONS

The following formatting conventions are used in this documentation:

ADDITIONAL INFORMATION AND SUPPORT

You can contact AccellosOne WMS Support at HighJump by telephone or email. Be sure to have ready your company name, the version of AccellosOne WMS you are using and a concise description of the problem that you are experiencing.

Telephone: 877-805-8388 905-695-9999

Email: [email protected]

Convention Explanation

bold Indicates keys and buttons that appear on the keyboard or functions that appear on a touch screen.

Example: In the Product field, enter the product number.

monospaced Indicates system messages or text that must be entered exactly as shown.

Example: Enter the IP address or machine name of the server running AccellosOne

WMS, or enter localhost if you are running Internet Explorer on the server machine.

Grey Indicates text that represents syntax or user-specific elements within sample code.

Example: Enter your fully qualified domain name (FQDN) in this field: such as,

http://servername.domain.com:30000.

italics Indicates a newly introduced term, emphasis, or a referenced manual title.

Example: It cannot be further processed until the dispatcher unsuspends it.

mailto:[email protected]


1. INTRODUCTION

The AccellosOne Warehouse Management System (WMS) is designed specifically for managing the movement and storage of products in your company’s warehouses and distribution centers. It tracks the flow of goods through a distribution center and automates the in-warehouse segment of the order-fulfillment process, integrating the various technologies used to maintain real-time warehouse inventory records and report on the status of orders, products, and processes.

• About Workspace, below • WMS Application Components, page 8 • Companion Applications, page 9 • AccellosOne Essentials, page 9

There are two methods in which AccellosOne WMS users can view and interact with their warehouse data:

• Handheld Device. Once the WMS is set up and fully functional, the majority of warehouse operations are initiated and carried out automatically via the WMS Handheld interface. For more on handhelds, see the AccellosOne WMS Handheld User’s Manual.

• Desk / Notebook Computer. Dispatch and other administrative tasks in the WMS application are conducted using the browser-based user interface in AccellosOne Workspace. This manual covers the WMS from the management perspective.

For an introduction to the general concepts and functionality of the AccellosOne Warehouse Management System, refer to the companion manual, the AccellosOne WMS Overview.

ABOUT WORKSPACE

Workspace is the common platform and user interface for accessing all the applications installed with the

AccellosOne WMS suite. When launched from Workspace, the WMS delivers all critical operational and

management data in a comprehensive browser-based “control center”.

1. Introduction WMS Application Components


In Workspace, the core WMS is represented by a set of grid-like windows and consoles designed to manage different aspects of your on-going warehouse operations. These serve as the central launch point for retrieving up-to-date warehouse data and performing your work. Warehouse-related tools are usually installed and working alongside other AccellosOne applications in Workspace that are designed for handling functions such as printing, report writing, user assistance, etc.

Documentation about the Workspace environment itself (including startup and basic user instructions) is provided in Chapter 2. Exploring Workspace, page 10. The remaining sections of this manual concentrate on the WMS-specific functionality of this product.

WMS APPLICATION COMPONENTS

In Workspace, most WMS related tasks are accomplished using Workcenters, spreadsheet-style application components for viewing, organizing, analyzing, and manipulating large quantities of warehouse data. Each of which:

• Provide specific details about your on-going operations

• Can be tailored to display only the data needed for performing your work at any given time

• Serves as a central launch point for performing multiple tasks in the system

• Eliminates the need to generate day-to-day listings and reports

• Refresh automatically with the latest information directly from handheld and other data sources.

Workcenters deliver updated results from multiple warehouse activities in a common data repository for instant viewing and assessment. Grids are organized according to the source of the data and the tasks they accomplish. For example, the Order Workcenter (below) represents the actions, resources, and demands in play relating to all the sales orders that are currently being processed.

1. Introduction Companion Applications


For further details on WMS Workcenters, see About WMS Workcenters in Chapter 3.

Depending on your role or permission level, your configuration settings may allow access to other menu items. Unlike Workcenters, these toolsets are not used for everyday tasks but may be called upon for occasional maintenance or administrative purposes. Note that these options might be disabled and/or removed based on your WMS configuration settings.

Of these menu items, the File Maintenance and Administration tools are not

accessible to the typical WMS user. Order Entry options are provided only if

this level of functionality cannot be handled via ERP system. Web Dispatch

represents a set of legacy tools that were once included with the

application but have been replaced by new functionality.

COMPANION APPLICATIONS

As mentioned earlier, the AccellosOne WMS is purpose-built for warehouse-only tasks. All other functionality is handled outside the WMS by other AccellosOne applications. The modular approach in Workspace maintains certain common functionality as separate autonomous applications. These “companion applications” are installed (and fully integrated) with the core WMS, but are managed under their own development and upgrade cycles.

The standard WMS product suite is installed in Workspace with some basic applications including:

AccellosOne Report

A powerful reporting application based in Microsoft SSRS that hosts reports for all other AccellosOne applications in one location and provides advanced scheduling and email capabilities.

AccellosOne Print Manager

A graphical label and report designer with a powerful print engine that is leveraged by all AccellosOne applications in Workspace.

AccellosOne e-Learning and Video Center

A library of user assistance material and video distribution capabilities.

ACCELLOSONE ESSENTIALS

In addition to the default applications described in the previous section, the following AccellosOne Essentials applications can be installed to integrate and streamline your Warehouse operations.

A1 Pulse Real time analytics & dashboards

A1 Ship Integrated multi-carrier shipping

A1 Inspection Automate inspection processes

A1 Schedule Dock door scheduling

A1 Image Manage business documents

A1 Screen Designer Customize handheld screens

2. Exploring Workspace AccellosOne Essentials


2. EXPLORING WORKSPACE

All AccellosOne products run in Workspace, the common platform in which application functionality and operational data is accessed by the user. Workspace serves as the principal login and user interface for the deployment of multiple integrated applications. This powerful tool set is consistent across all AccellosOne applications and is fully customizable, allowing users to tailor application menus and lock in various display settings to suit their work preferences.

The topics in this chapter are designed to help users become familiar with Workspace-specific functionality so they can acquire the knowledge to effectively work with AccellosOne applications in a live environment.

• System Requirements, page 11 • Logging In / Logging Out, page 12 • Workspace Layout, page 16 • Customizing the User Interface, page 21 • Working with Grid Data, page 41 • Saving Your Settings, page 55 • Video Help and Training Courses, page 57.

Applications in Workspace are easily accessible via menus on the Navigation Pane or Ribbon Line, page 18. You can launch and work with multiple application components in the Work Display Pane, page 20.

2. Exploring Workspace System Requirements


SYSTEM REQUIREMENTS

This section discusses the minimum requirements for individual users to run AccellosOne Workspace 3.0 on their personal computers. These requirements do not pertain to the server (the machine on which the AccellosOne software is installed) as server requirements are the responsibilities of your system administrator. For additional AccellosOne Workspace application licensing, setup, configuration, and maintenance instructions (both server and client system deployment), please refer to the following companion documents:

• AccellosOne Workspace/Platform Administrator Guide

• Accellos One Workspace/Platform Installation Guide

Also, ensure that you consult the documentation for your other licensed AccellosOne products (A1 WMS, Ship, Report, etc.) for additional hardware and software requirements (if any).

Client System Configuration

These settings are specific to each end-user machine, and are applied on an individual basis. Usually your system administrator verifies client specifications at installation time; however, you should also be aware of the basic settings to ensure smooth operation.

Supported Operating System • Windows 8 (Enterprise) x32 or x64 • Windows 7 (Professional, Ultimate) x32 or x64

Required Software • Silverlight 5

• Silverlight Compatible Browser

Required/Supported Platform Frameworks

• Internet Explorer (IE) • Firefox • Chrome Refer to http://en.wikipedia.org/wiki/Microsoft_Silverlight#Compatibility for an updated list of browser versions that currently support Microsoft Silverlight 5.

NOTE: For server-related configuration and system requirements, please refer to the AccellosOne

Workspace/Platform Administrator Guide and/or the Accellos One Workspace/Platform Installation

Guide.

2. Exploring Workspace Logging In / Logging Out


Screen Resolution

Ensure that your monitor settings meet AccellosOne Workspace requirements. The following is a minimum resolution supported by AccellosOne Workspace. Your monitor setting should be at least 1280 x 1024.

LOGGING IN / LOGGING OUT

In order to access your AccellosOne application, you must first launch Workspace in your browser via the common login page/prompt. This section provides basic instructions for Launching Workspace (described below) Resetting Your Password (page 14) and Logging Off (page 16).

Launching Workspace

1. Open your browser.

2. Workspace may already be added to the browser’s Favorites menu. If so, simply click it. If not, enter your FQDN in the address bar; e.g., http://servername.domain.com:30000.

NOTE: If the IIS port entered during AccellosOne Platform Runtime installation was not the default

(30000) then enter that port number in the format:

http://servername:<port_number> or your fully qualified domain name,

http://servername.domain.com:<port_number>

If you installed Platform with SSL, use https instead of http in your fully qualified domain name.

https://servername:<port_number> or your fully qualified domain name,

https://servername.domain.com:<port_number>

Otherwise, consult your system administrator to obtain the correct Workspace domain credentials.



3. The Workspace login screen is displayed. Enter your login information, as explained below.

To login, you need to be an authorized AccellosOne WMS user. If you do not have an account, or do not know your login information, please contact your system administrator. Your administrator will set up a user profile for you, with access to the required applications and functionality in AccellosOne Workspace.

4. From the Authentication drop-down list, select how your user login will be validated. This

information is provided to you by your system administrator.

If you selected Windows authentication:

This method uses your Windows user and

password to automatically log you into

Workspace without entering credentials. No

further username or pass-word information is

required. Proceed to the next step.

If you selected Workspace authentication:

Key in your Workspace user name and

password.



5. Enter the appropriate Tenant, if applicable. This is a rarely used option, so if required, your administrator should provide you with the correct information. After login with tenant, users will be able to view only the applications they have and are authorized to view, not everything installed on the hosted server. This option is described briefly in the AccellosOne Workspace Administrators Guide.

6. If required, select the Language in which you want the interface to display.

The languages available in the drop-down list will depend on translations that have been set up in your system by the administrator. Selecting Default will load the language selected in the previous workspace session. If languages have not been set up in your system, this field is blank.

The selected language may not appear across the entire user interface. Only screens/labels/items that have been specifically translated by the administrator, using the Localization function, display in the selected language.

7. When all your credentials are correctly filled in, click the Login button to launch AccellosOne Workspace in your browser. After successful logon, you will have access to all permitted Workspace functionality. This also loads all of the AccellosOne products that are currently installed for your site. For further information, see Workspace Layout, page 17.

Resetting Your Password

If you are an existing user, you can reset your password directly from the Login screen. This function may also be used when you forget your password. Administrator are able to force a user to reset their password for the next login.

NOTE: The reset password feature is a configurable option that may not exist for every site. Password

reset is only available for Workspace authenticated users. Users using Active Directory will require the

standard Active Directory password reset procedure.

Password changes can also be implemented by the user in Change Password section in Configure

User under the File tab of the Ribbon line.



To reset a password or recover a lost password:

1. Launch the AccellosOne Workspace login screen.

2. Click Forgot your Password?

3. Enter your email address and click Reset Password.

4. You will be asked a ‘secret question’ that you must have previously set up in Configure User under

the File tab.

5. Click Reset Password. You will receive a message to check your email for the password

information.

6. Click Back to login, then check your email for the new password information.



Logging Off

When you log out of AccellosOne Workspace, you will be prompted to save your workspace layout upon closing. If you elect to save your workspace layout, any programs that were open when you logged off will launch automatically the next time you log in to AccellosOne Workspace.

CAUTION: There is only one way of exiting AccellosOne Workspace correctly. Click Logout via

the File tab. If you exit in any other manner — for example, you close your browser or power off

your computer — you may be trapped in a ‘logged in’ state and will not be able to log on again..

To log out of Workspace:

1. Click Logout via the File tab.

The Logout prompt is displayed.

2. When you are ready to exit, the Save & Close option only saves the layout of currently open

workspace applications; it does not save your data. You still need to separately save any particular data you may have been working with.

If you wish save any changes to your workspace layout, click

If you do not wish to save changes to your workspace layout, just click

2. Exploring Workspace Workspace Layout


WORKSPACE LAYOUT

After successful logon, the AccellosOne Workspace user interface is displayed. From here you are able to access all permitted operations and data associated with the applications installed on your system.

Workspace is patterned after the MS Office environment, which maintains a consistent display and ribbon menu system across all applications. The user interface comprises four basic compartments for accessing quick controls, navigation, application functionality, and data. These are described as follows:

• Quick Access Toolbar, page 18 • Ribbon Line, page 18 • Navigation Pane, page 19 • Work Display Pane, page 20

Invoking Applications in Workspace

Most user accounts are set up with applications already preloaded into one or more of the Saved

Workspaces listed at the bottom of the Work Display Pane, page 20. If they are not set up, you can

select and invoke all the application components you need using My Applications or Applications menus

on the Navigation Pane, page 19.

For more information on customizing how uses can launch and work with multiple applications in

Workspace, see Workspace Layout Options, page 21.

NOTE: Your application components may not be exactly the same as those depicted in the documentation.

The menu items available to you are determined by your permission level and configuration settings.

Ribbon Line

Work Display Pane

Navigation Pane

Quick Access Toolbar

Saved Workspaces



Quick Access Toolbar

The set of small icons on the upper left corner of the Workspace window provide access to some often-used controls. The icons displayed will depend on your user role or permission level.

Courses. Launches a window in the Work Display Pane to view training material (if installed) for the

AccellosOne products licensed in Workspace. See Video Help and Training Courses, page 57.

Web Clients. Provides a drop-down list for accessing external sites (social networking, news feeds, etc.)

that may be configured for use in Workspace.

Save Layout. Captures the current layout for Saved Workspaces, page 25. This has the same effect as

selecting the Save & Close option when Logging Off. See also Saving Your Settings, page 55.

Run. Opens a command field to search and run Workspace controls by keyword.

Minimize Ribbon. Serves as a toggle for Hiding the Ribbon Line (page 25) to provide more real estate for

viewing application data in the Work Display Pane, page 20.

Ribbon Line

The Ribbon is a multipurpose console in Workspace that provides quick access to a wide range of control elements. Clicking on a tab invokes a different set of menus horizontally along the Ribbon line.

Each tab represent a different grouping of the control elements that are currently available to users based on permissions, configurations settings, and application components. The Ribbon can include the following:

• Workspace functionality that remains constant regardless of the application; e.g., the File tab.

• Control elements that serve a specific AccellosOne application in Workspace; e.g., under the

Warehouse, Report, or Pulse tabs.

• Controls that pertain to the application component that is currently visible (and in use) in the Work Display Pane, page 20.

The Minimize Ribbon button can be used for Hiding the Ribbon Line, page 25.

Ribbon tabs

Web Clients Run

Minimize Ribbon

Courses Save Layout



Navigation Pane

The Navigation Pane on the left side of Workspace serves as the primary console for launching application components in the Work Display Pane, page 20. It provides instant access to application menus, each of which are organized by tree view hierarchy under different Navigation Tabs, described below.

For applications with long menus, use the keyword search field to quickly locate menu items based on the criteria provided. The criteria may be as simple as a single word (or even a partial word).

Navigation Tabs

The tabs along the left side of the Navigation Pane are organized as follows, depending on your assigned role and/or permission settings:

• My Applications contains menus defined by the user. Clicking a menu item will invoke the

associated functionality in the Work Display Pane, page 20. This tab starts out with the same menus

as the Applications tab (below) but it is easily customized by the user. For more information, see

Creating My Applications, page 27.

TIP: Clicking on a Navigation Tab works like a toggle to expand or collapse the Navigation

Pane; i.e., to create more room for viewing the contents of the Work Display Pane.

Application or folder currently selected

Upper menu containing menu items associated with the menu heading or application selected in the lower menu

Application or folder currently selected

Navigation Tabs (Applications tab is selected in this example)

Keyword Search Field

Lower menu listing menu headings or applications that (when selected) determine the contents of the upper menu



• Applications lists the default menus associated with all available applications. Select an application

from the lower menu to open the available menu items in the upper menu. Clicking a menu item

will invoke the associated functionality in the Work Display Pane (described below).

• Configuration allows changes to settings associated with all available applications. Select an

application from the lower menu to open its configuration menu items in the upper menu.

• Alerts accesses AccellosOne Event, which is a universal delivery mechanism designed to

proactively notify users of various business activities inside AccellosOne Workspace. Alerts may

not be available at some sites.

• Lync (if available) provides Workspace integration to Microsoft Lync. Lync integration may not be

available at some sites.

Work Display Pane

This is the area in Workspace where you access your data and any operational controls associated with

the different components in an application (WMS Workcenters, Pulse KPI Views, etc.). Application

components are loaded into the Work Display Pane using My Applications or Applications menus on the

Navigation Pane, page 19.

Workspace allows you to load multiple application components, view and manipulate data, and perform different tasks based on the data selected. Changes to the layout in the Work Display Pane may be recorded in one or more Saved Workspaces, page 25. For more information on customizing how you display and work with multiple applications in Workspace, see Workspace Layout Options, page 21.

Tabs indicate which components are loaded and/or currently visible as windows in the work display area

Ribbon line tabs and controls change to reflect the window currently displayed

Saved workspaces record application components and window layout

Navigation tab menus for loading application components

2. Exploring Workspace Customizing the User Interface


CUSTOMIZING THE USER INTERFACE

Workspace includes many useful features for configuring the interface to meet your individual requirements and preferences. This section lists some of the ways these features can be used to help improve how you work with applications and view your data:

• Workspace Layout Options, below • Hiding the Ribbon Line, page 23 • Resizing the Pane Width, page 26 • Creating My Applications, page 27 • Application Layout Options, page 34 • See also Working with Grid Data on page 41 and Saving Your Settings on page 55.

Workspace Layout Options

To load applications into the Work Display area, use the My Applications or Applications menus on the

Navigation Pane, page 19. Multiple application components may be opened and active at the same time,

comprising one or more saved workspace layouts, in different tab and/or tile formations. Options for

configuring the layout of application components in Workspace are as follows:

• Tab Formation, below • Vertical Tile or Horizontal Tile Formation, page 22 • Adjusting the Window Size, page 23 • Consolidating Tabs, page 24 • Saved Workspaces, page 25

If you want to preserve your current configuration, remember to save your workspace layout before exiting; see Saved Workspaces, page 25. Note that panels within the application window itself can be configured and saved as a layout; see Application Layout Options, page 34.

Tab Formation

In tab formation, each tab opens an application component in full view on top of the other applications in the window. To switch to another application component, simply click on another tab.

Drag component tabs to rearrange their order in the Work Display Pane.



Vertical Tile

With the vertical tiling feature, multiple component windows can be displayed vertically above/below each other in the Work Display Pane. See also Horizontal Tile on page 23.

If you need more room to view component windows in Workspace, see Adjusting the Window Size on

page 24, or Hiding the Ribbon Line and/or Resizing the Pane Width on page 26.

Click and hold the tab for the component window you want to move. Slowly drag the mouse pointer to highlight the target location for the window.

Release the mouse button to move the selected component window above or below another window.



Horizontal Tile

Component windows can also be displayed horizontally side-by-side in the Work Display Pane. See also Vertical Tile on page 22.

If you need more room to view component windows in Workspace, see Adjusting the Window Size on

page 24 or Hiding the Ribbon Line and/or Resizing the Pane Width on page 26.

Click and hold the tab for the component window you want to move. Slowly drag the mouse pointer to highlight the target location for the window.

Release the mouse button to move the selected component window to the left or right of another window.



Adjusting the Window Size

When in tile formation, any of the component windows that are opened inside the Work Display Pane can be resized on the fly by width and/or by height. See also Resizing the Pane Width on page 26.

Consolidating Tabs

Component tabs may be consolidated from their separately tiled states and back into a shared window. Consolidating all application components into a shared window will return the entire Work Display Pane to Tab Formation, page 21.

CAUTION: Remember to save your layout before exiting if you want to keep your configuration

settings for the next time you log in to Workspace. Refer to Saving Your Settings, page 55.

Click and slowly drag the border line up, down, left and right between any tiled windows.

To consolidate, slowly drag one tab over another tab until the target window is completely highlighted, then release the mouse button.



Saved Workspaces

You have the option to save different layouts in the Work Display Pane, page 20. These layouts (workspaces) can contain any combination of windows from different applications and application components. Once saved as a workspace, each layout may then be reapplied at any time by selecting its workspace name listed at the bottom of the Work Display Pane.

Adding / Removing Workspaces

To create a new workspace, select the File tab on the Ribbon Line, then select Workspaces from the

dropdown. This opens an editor for adding or removing workspaces. Click the Add button to enter

the name, description and icon for the new workspace.

Once the new workspace is saved, return to the Work Display Pane. Select the newly-created

workspace, which starts out showing nothing but the AccellosOne splash screen, then start loading

application components using menu items on the Navigation Pane, page 19. To save workspace layout

changes remember to click the Save Layout control on the Quick Access Toolbar, page 18.

Selecting a workspace name reapplies that layout.

“Warehouse” is currently selected “Warehouse” is currently selected Workspace name “Warehouse” currently selected

Enter workspace name

Select File then Workspaces Select File, Workspaces, then Add

Existing workspaces

Enter description

Select icon from dropdown

Select File, Workspaces, then Add

Save new name to workspaces list



Hiding the Ribbon Line

To create more room for application components in the Work Display Area, select the Minimize Ribbon

control on the Quick Access Toolbar, page 18. This collapses all of the menu items in the Ribbon Line

(except for their tabs); i.e., you can still select the Ribbon tabs to access menu items. Use the Minimize

Ribbon control again to reinstate the Ribbon Line.

Resizing the Pane Width

If required, you can adjust the size of either side by selecting and moving the center line between the Navigation Pane and Work Display Pane. To collapse the Navigation Pane completely, click on the Navigation Tab that is currently selected. See also Adjusting the Window Size on page 24.

Click the Minimize Ribbon control on the Quick Access Toolbar to collapse the Ribbon Line

To resize, drag the center line to the left or right.

To collapse, click on the opened Navigation Tab.



Creating My Applications

User-Defined Menus. The My Applications tab is a highly flexible feature on the Workspace

Navigation Pane (page 19) that can be used to build custom menus by consolidating functionality from

any installed AccellosOne application or even from selected external sources.

Mix and match components from different applications, omit what you don’t need, and reorganize what

you decide to keep in any order you please. Menu items can be placed in the same order as a user’s

workflow or grouped according to task (rather than source application). Instructions for using My

Applications are provided below.

• Using My Applications, below • User Menu Editor, page 28 • Adding Menu Items, Reorganizing Menus, page 29 • Deleting Menu Items, page 30 • Editing Menu Properties, page 30 • Adding a Folder, page 31 • Link to External Site, page 31

Using My Applications

Once defined, the menus in My Applications are implemented in much the same way as any other menus

on the Navigation Pane, page 19. Select a menu heading from the lower menu box to view available

menu items in the upper menu box. Clicking a menu item in the upper menu invokes the associated

functionality or application component in the Work Display Pane, page 20.

NOTE: Until it is customized by the user, My Applications contains the same menu items as the

Applications tab. Default menus can be easily changed, replaced or removed via the User Menu Editor.

Launches User Menu Editor

Menu that is currently selected

Upper menu containing menu items associated with the menu heading selected in the lower menu

Lower menu listing menu folder headings that (when selected) determine the contents of the upper menu



User Menu Editor

Selecting the icon at the top of the My Applications tab launches the User Menu Editor popup for

creating and customizing menus. This utility allows you to add, edit or remove entire menus, specific

menu items, and any of the icons associated with them.

The right panel of the User Menu Editor lists the default menu items, identical to the Applications tab on

the Navigation Pane, page 19. The left panel lists the custom menus that will appear My Applications.

Editing Controls Bar

The menu editing controls on top of the left pane are for changing or deleting selected menus.

Tree view of custom menus currently defined for My Applications

Tree view of source menu items from applications currently installed

Menu editing controls

Delete

Edit Node Properties

Add Folder

Link to External Site



Adding Menu Items

Menu items can be added to custom menus by dragging and dropping from a menu on the right pane to

a location on the left pane in the User Menu Editor, page 28. Expand nodes in the tree view if you need

to insert menu items above or below any of the menus that are currently listed.

Reorganizing Menus

To change the menu order, simply drag and drop selected menu items up or down into new positions

within the menus on the left pane in the User Menu Editor, page 28. Expand nodes in the tree view if

you need to insert menu items above or below any of the menus that are currently listed.



Deleting Menu Items

Use the button on the Editing Controls Bar (page 28) to delete a selected

menu item from My Applications. To remove several at once, hold down the

shift key and select multiple items before deleting. Click OK to confirm.

Editing Menu Properties

You can select a menu item and customize different properties by clicking

the button on the Editing Controls Bar, page 28. This opens the menu node properties, where each

field represent a feature that can be changed by the user for the menu item selected, as described

below.

All of these fields can be changed, including the default menu item labels. You can define the keywords that will be used to assist with filtering via the Keyword Search Field on the Navigation Pane, page 19.

The small and large icon fields contain the file name of the icons to be used alongside the

menu item labels in My Applications. Available icons are selected from the drop-down list

to the right of the field, as depicted.

The last field displays the AccellosOne application associated with the menu item. If you wish to select a different application, the drop-down list is populated with licensed AccellosOne applications.

All changes to menu items and folders will appear in the My Applications tab when you

select Save and exit the User Menu Editor, page 28.

Label used in selected folder heading or menu item

Keywords used to assist with filtering via the Keyword Search Field

File name of small icon to be used alongside menu label

File name of large icon to be used alongside menu label

Licensed AccellosOne application associated with the menu item



Adding a Folder

To create a new folder in My Applications, use the button on the Editing Controls Bar, page 28. This

opens the menu node properties that can be defined before the folder is created, similar to Editing

Menu Properties, page 30.

Enter a name for the new folder. You can also change or remove the default folder icons. Available icons are selected from the drop-down list to the right of the field, as depicted.


Once a folder is created, you will be able to change these fields later via Editing Menu Properties, page 30. Place menu items into the new folder using the techniques described under Adding Menu Items and Reorganizing Menus, page 29.

The new menu folders will appear in the lower menu of the My Applications tab when you

select Save and exit the User Menu Editor, page 28.

Link to External Site

To create a menu item that links to an external web page, use the button on the Editing Controls Bar,

page 28. This opens menu node properties, which are assigned under the following tabs:

• General, page 31 • Web Application, page • Claim Parameters, page 33.

General

Each field under the General tab for defining a link to a web application represents the same features

listed under Editing Menu Properties, page 30.

Label used for selected menu folder heading or menu item.

Licensed AccellosOne application associated with the folder

File name of small icon to be used alongside folder label

File name of large icon to be used alongside folder label



Enter the name for the new linked menu item. You can also change or remove the default folder icons. Available icons are selected from the drop-down list to the right of the field, as depicted.


Once the new menu item is created, you will be able to change these fields via the Editing

Menu Properties, page 30.

Web Application

Use these fields to establish the URL and encryption method (if required) for the linked web application.

Label used for new menu item

Keywords used to assist with filtering via the Keyword Search Field

Licensed AccellosOne application associated with the menu item

URL for web application

Encryption method (select options from drop-down)

File name of small icon to be used alongside menu label

File name of large icon to be used alongside menu label



Claim Parameters

Claims-based authentication is a mechanism which defines how web applications acquire identity

information about users.



Application Layout Options

Application components loaded into the Work Display Pane may comprise multiple panels to display

auxiliary functions and/or further details associated with data elements in the primary window.

You can configure how these panels are displayed within each opened window. You can select which

auxiliary panels to display, drag and drop panels into fixed tab or tile formation, minimize them along the

margin, and save layouts for later use. The following mechanisms are available to help organize and configure

auxiliary panels within an application component window:

• Dock Layout Controls, page 31 • Minimizing Panel Tabs, page 36 • Pinned vs Docked, page 36 • Panel Options, page 37

Note that the multi-panel behavior described below is in addition to the window layouts described under Workspace Layout Options, page 21. For example, it is entirely possible to have tiled panels within tiled application windows depending on the task or data in view.

CAUTION: If you want to save your layout, remember to do so before you close your application window.

Otherwise, all changes to your configuration will be lost. See Dock Layout Controls, page 31.

Auxiliary panel

Dock Layout (controls for selecting and saving panel layout)

Minimized panel tabs

Auxiliary panels



Dock Layout Controls

The Dock Layout controls for an application window are used to hide/show panels, save the current layout,

and select from a list of saved layouts to invoke a different configuration.

With these controls, applications in the Work Display Pane can be customized for different purposes. Selecting a named layout will instantly change the associated application component to the configuration defined for that layout. Use the reset button to revert back to the last saved layout.

Adding / Removing Panels

The user is able to select or hide panels at any time on the fly.

Saved Panel Layouts

To create a new layout using a “snapshot” of the current panel configuration, enter a name in the text box

and click the Save Layout option. Use the adjacent Save Layout as option to change an existing layout.

Current layout name

Drop-down for selecting panels

Click to select / hide a panel

Reset layout

Save / Save As Delete layout

Click drop-down list



Minimizing Panel Tabs

Hovering over a minimized panel tab instantly maximizes the panel to open from the margin.

Pinned vs Docked

When an auxiliary panel is maximized (by hovering on the minimized panel tab) it can be unpinned from the margin using the tiny “pin” icon on the top right corner of the panel’s title bar.

When unpinned, the panel switches to its Dockable state, which allows it to be dragged and then docked

anywhere in the application window, as described on page 37. Clicking the pin icon again will minimize

the auxiliary panel and pin it against the closest margin. Note that the same panel behavior is achieved

by toggling the Auto hide option, described on page 40 below.

TIP: The changes you make using these options can be saved as a reusable layout under Dock

Layout Controls, described on page 35. See also Saving Your Settings, page 55.

Minimized Pinned to the screen

Maximized auxiliary panel

Fixed tabs

Minimized

Unpinned



Panel Options

Right-clicking on the panel’s tab/title bar (or clicking the tiny inverted triangle) opens a drop-down menu of

panel options that allow you to change the location of the panel in the application window. Most options will

be grayed out until the panel is switched to the Dockable state by toggling the Auto hide option.

TIP: The changes you make using these options can be saved as a reusable layout under Dock Layout

Controls, described on page 35. See also Saving Your Settings, page 55.

Floating

The Floating option, available with specific application component windows, allows you to keep a panel

floating as a window in Workspace.

Dockable

When checked, this option indicates that the panel was toggled from the Auto hide state, described on

page 40. In the Dockable state, the auxiliary panel remains maximized and can be dragged and “docked”

anywhere in the application component window.

To move a panel, click and hold the panel tab/title bar, then slowly drag the mouse pointer over to one of four margin targets, or the center target location.

Target location arrows

Center target

Target location arrows Target location arrows Margin target locations

Panel options drop-down

Click and hold to move a panel



Margin Targets. Dragging panels over one of the four margin targets will dock them in tile formation against the selected margin.

When the location is highlighted, release the mouse pointer to dock the panel (shown next).

Statistics panel is now docked against the left margin



Center Target. Dragging panels over the center target consolidates multiple panels in tab formation:

When the location is highlighted, release the mouse pointer.

Statistics panel is now consolidated in tab formation with Pivot Grid and Sales Orders.

Center target location



Tabbed Document

Selecting this option while a panel is Dockable will automatically convert it from tile to tab formation and

consolidate it with tabs of the left most panel. This has the same effect as dragging the panel into position

over the center target (described in the previous section) but it happens instantly. Tabs can be dragged back

into tile formation at any time.

Auto hide

Selecting this option will minimize the auxiliary panel and pin it against the margin (as a tab). If the panel

is already pinned, clicking Auto hide again will maximize the auxiliary panel, which switches it to

Dockable. Note that the same panel behavior is achieved by toggling the tiny pin icon, described under

Pinned vs Docked, page 36.

2. Exploring Workspace Working with Grid Data


WORKING WITH GRID DATA

Whenever possible, AccellosOne application data is displayed in a familiar table or grid format. Like an

interactive spreadsheet, the grid format in Workspace is designed to help you quickly find and organize data

so that your most important information is always visible and easily accessible.

There are several ways to move around the grid to locate and work with your data. For basic navigation,

use the arrow keys, the scroll bars, or the mouse wheel. To simplify access to your data, you can customize

how the grid is displayed — you have complete control over which data to show or hide, and the order in

which it is presented. You can also save those settings for future use. For documentation on the various

methods for navigating and manipulating data on the grid, refer to the following topics:

• Grid Tools and Navigation, below • Sorting Rows by Column, page 45 • Resizing / Rearranging Columns, page 43 • Showing / Hiding Columns, page 44 • Anchoring Columns, page 45 • Showing / Hiding Rows (Filtering), page 45 • Grouping Rows, page 51 • Selecting and Highlighting Rows, page 52 • Editing Grid Data, page 53 • Copying / Exporting Grid Data page 53.

Grid Tools and Navigation

Column or Row Navigation

To bring different columns into view, use your mouse pointer to drag the horizontal scrollbar slider (along the bottom) or use your left/right arrow keys. To move up or down the rows (records) currently

Grid Columns = Data Fields

Grid Rows = Data Records Grid Rows = Data Records

Grid Columns = Data Fields

Record Count Pagination Bar

Horizontal Scrollbar

Vertical Scrollbar

Refresh Tool Bar

Pagination Bar



displayed, use your mouse pointer to drag the vertical scrollbar slider (along the right margin) or use your up/down arrow keys. Your mouse wheel has the same effect as the vertical scrollbar.

Page Views

For extremely long lists of records, scrolling can be an inefficient way to view records on the grid. However, you have the option to set the number of records into smaller page views for more effective scrolling. Use the controls on the pagination bar to select pages and change page size:

You can set the grid to one large page or several smaller pages. Page size can be set to any number of records; however, reducing the page size might be faster for reloading records from the database when refreshing the grid. You can decide which page size is right for the best system performance.

NOTE: Filtering provides another more powerful way for you to organize the number of records

displayed on the grid. For more information, see Showing / Hiding Rows (Filtering), page 45.

Grid Toolbar

Application data components in Workspace will include a toolbar on top of the grid for users to manage and interact with their data more effectively.

Refresh. To the far left of the toolbar. Refreshes the data currently displayed on the grid to reflect any additions or deletions at the source database.

Edit. Enables editing of selected data elements (cells) in the grid. Available editing options are documented in the section Editing Grid Data on page 53

Custom Filter. Enables non-standard filtering expressions to be defined and saved. For more information, see Custom Filtering, page 51.

Configuration. Drop-down menu options for saving column settings, resetting the display, and grouping data based on user-defined criteria. For more information, see Grouping Rows, page 51.

Export. Drop-down options for exporting data to Excel, Word or CSV. For more information, see Copying / Exporting Grid Data page 53.

Refresh

Edit

Custom Filter

Configuration

Export

Sets number of records per page Total records

Controls to page forward / back



Sorting Rows by Column

Click once on a column heading to sort all rows in the grid based on the contents of that column. Click again to toggle between ascending and descending sort order.

Multi-Column Sort. Add more columns to refine or “sort within a sort”; e.g., first by Customer Number, then Ship Via, Packslip, etc. Hold down the Shift key for each subsequent column. A similar method for sorting multiple columns can be achieved by Grouping Rows, page 51.

Resizing / Rearranging Columns

To change the width of a column, simply click and hold the border line on the right side of the column heading, then drag to resize.

Tiny up arrow indicates ascending order

Sorted first Sorted second



To rearrange, simply click and hold column headings to instantly drag and drop columns into a different order horizontally on the grid.

You can lock in this setting for each time that you access the grid. Select the Save Configuration

option via the Configuration drop-down menu on the Grid Toolbar, page 42.

Showing / Hiding Columns

Right-click on any column heading to open the master columns list, a menu-assisted dialog for adjusting the number of columns on the grid. Only the selected columns are displayed.

You can lock in this setting for each time that you access the grid. Select the Save Configuration

option via the Configuration drop-down menu on the Grid Toolbar, page 42.

To change the display of rows on the grid, see Showing / Hiding Rows (Filtering), page 45.

Click to show / hide a column



Anchoring Columns

Use the anchor line to keep certain columns visible while you scroll to other areas in the grid. All the columns to the left of the anchor line will remain in place no matter where you move the scroll bar. To add more anchored columns, click and hold the anchor line then drag it to the right of selected columns.

If the anchor line is not visible, then it might have been dragged all the way to the far right or left margin of the grid. Simply click and hold the anchor line (at the margin) to drag it back into view

Showing / Hiding Rows (Filtering)

Filtering helps you focus on the information you need by hiding everything else on the grid. If hundreds (possibly thousands) of records are loaded into your grid, it might be difficult to locate specific data using navigation methods such as scroll bars and arrow keys. There are many ways to organize your data; however, the quickest and most effective way to work with big data is to reduce the number of records displayed. Use a filter to show records based on certain dates, customers, products, locations, etc.

NOTE: When filters are applied, only the rows that match your filter criteria will be displayed on the grid.

The filtering process does not change records or remove anything from the source database.

Filtering can be achieved based on the contents of a single column or multiple columns. You can choose from

a list of presets or save your own filters. There are three different methods for filtering in Workspace:

• Column Filters, below • Search Panel / Saved Filters page 48 • Custom Filtering, page 51

Anchor line

Drag to move columns to the anchored side of the grid

Column Filter

Search Panel

Custom Filter

Currently filtered

Saved Filters



Column Filters

The small filter button to the right of a column heading invokes a drop-down menu for setting a filter based on data in that column.

This is the most common method of filtering. It can be applied to multiple columns and allows you to set criteria via Checklist or Advanced Filtering options.

Each new filter does not replace, but is applied on top of, any filters that were previously set (including filters imposed via the Search Panel / Saved Filters feature).

Checklist

Use the checklist on the upper menu to apply a quick filter

based on selected column data elements:

• Checklist will only include column data from records that appear on the current page; i.e., if the page contains only a few records, there will be fewer data elements in the checklist to select from.

• Filtering applies immediately once data elements are selected

• Only the records that contain the selected data elements will be displayed on the grid

• To reset checklist filtering, click the Select All check box to deselect all other checkboxes

• Checklist filtering can be applied on its own or in addition to other filters, including the Advanced Filtering options, described next.

Advanced Filtering

Options on the lower menu let you refine the column filter by setting more advanced criteria:

• Filter is based on two sets of rules and column values (data elements) which together complete the filtering statement Show rows with value that described on the next page

• Column values can be from any records on the grid; i.e., not just from the current page

• Once your criteria is in place, click the Filter button to apply the filter

• To reset the column filter, click the Clear Filter button

• Advanced filtering can be applied on its own or in addition to the Checklist filtering criteria, described in the previous section.

Checklist

Advanced Filtering



Show rows with value that

These words start off the compound “filtering statement” that will be completed by entering advanced rules and values on the lower menu of the column filter drop-down.

First Rule. Click and select a rule for the first value. See Column Filtering Rules, described below.

First Value. Enter a number, word, (or even a partial word). Click the aA button to impose case sensitivity. Dates are selected by drop-down box.

Operator. Insert an AND or OR between the First and Second rule/value fields.

Second Rule. Click and select a rule for the second value. See Column Filtering Rules, described below.

Second Value. Enter a number, word, (or even a partial word). Click the aA button to impose case sensitivity. Dates are selected by drop-down box.

Filter. Click the Filter button to apply your advanced filter criteria.

Clear Filter. Click the Clear Filter button to clear all values and reset the advanced filter criteria.

Removing a Column Filter

To remove both the checklist and the advanced

filtering from a column, select the Clear Filter

option. Note that the Clear Filters control can

also be used to clear all filters on the grid. See

also Custom Filtering, page 51.

Column Filtering Rules There are several different rules available for defining how values are interpreted and used in the statement. Rules are generally self-explanatory. For example, the rules above complete the filtering statement …

“Show rows with value that Is equal to 3M Or Starts with a “

… to retrieve all records where the Customer Number matches the value “3M” or starts with an “a”.



Both the first and second sets of rules are optional. You can complete a statement using just one or a

combination of both (as in the previous example). Note that there will be different rules available

depending on if the columns contain alpha-numeric, numeric or date values. Also, some filtering rules

do not require a value to complete a statement. These are all listed in the table below:

Alpha-Numeric Rules Numeric or Date Rules

Is equal to

Is not equal to

Starts with

Ends with

Contains

Does not contain

Is contained in

Is not contained in

Is empty†

Is not empty†

Is less than

Is less than or equal to

is greater than

Is greater than or equal to

Is null†

Is not null†

Is equal to

Is not equal to

Is less than

Is less than or equal to

is greater than

Is greater than or equal to

Is null†

Is not null†

† Does not require a value to complete the filter statement.

Search Panel / Saved Filters

Use the search panel on the left margin of the grid to apply filters to multiple columns simultaneously in

a single action. This feature also includes the ability to save and reuse filter settings. Click the Search

button to maximize the search panel menu.



Using the search panel, you can define filters for most columns on the grid. Filtering rules are represented by an operator symbol to the left of each value. To change the rule for a specific column value, click the symbol, then select a different option from the rules list. There are different rules available depending on if the columns contain alpha-numeric, numeric or date values.

Once rules and value settings are in place, click the Search option to apply the filter. Use the New

Search option if you need to clear all settings and reset the filter.

Saved Filters

To record the current filter settings for future use, click Save. When the Filters Set Name dialog

appears, enter a name for your saved filter and click OK.

TIP: The search controls can also be placed up on the Ribbon Line for quick access to saved

filters without the need for the full search panel, See Search Controls, below.

Rules list drop-down

Preset filters drop-down

Search Controls: Search, New Search, Save, and Delete

Saved filters dropdown

Value entry box



To select from the list of previously saved filters, click the drop-down button above the search controls.

Clicking a filter name on the list will instantly apply those settings to the grid. Use the New Search

option to clear all settings and reset the filter. To remove a saved filter, select it from the drop-down list

and click Delete.

Preset Filters Some grids may include a list of preset filters. These work the same way as Saved Filters but are built into the system by default and cannot be changed by the user. For example, the list of presets

shown on the right are available under the Filters drop-down of the

WMS Order Work Center search panel.

With presets (as with other filter settings) you can use the New

Search option to clear all settings and reset the filter.

Search Controls

Grid-based applications that include the search panel allow you to

copy the search controls up to the Ribbon Line, page 18. This

provides quick access to saved filters and the New Search option.

Click and hold the search controls, then drag them up to the Ribbon Line Click X to remove

from Ribbon Line



Custom Filtering

Custom filtering is an advanced option that is used by some system administrators to define non-standard filter criteria. This

feature is activated by clicking the Custom Filtering option on

the Grid Toolbar, page 42.

The custom filtering window may be used to build a filter “expression” using various functions, operators, constants and fields. It also requires specialized knowledge of the database. Once defined, the custom filters can be saved to be reused. Most users would only need to select from the list of custom filters (if defined) rather than create their own. The preferred approach would be to use the Column Filters or the Search Panel / Saved Filters, described earlier in this section.

Grouping Rows

Grouping provides a way to break up a large grid into smaller collections of records based exclusively on

the data elements they have in common. To use this feature, select the Group Panel option via the

Configuration drop-down menu on the Grid Toolbar, page 42.

When the Group Panel is displayed and active at the top of the grid:

• Groups may be created by dragging and dropping column headers onto the blue Group Panel.

• The grid will be reorganized into collections of records that have the same data elements in the columns referenced for grouping.

• The order in which column headings are placed on the panel determines grouping levels when the grid is reorganized into groups. You can change the sort order by dragging the referenced columns left or right on the panel. Multiple groups may be applied (if practical); however, the more columns referenced, the more fractional your results may be.



The following example is Grouped By the contents of the three columns that have been added to the

blue panel. The initial group collects all the records that have the same Customer Number. The

subsequent groupings in this example are based on Status and then finally Date Created.

Grouped rows may be expanded or collapsed by clicking on the tiny drop-down button to the left of the data element used for grouping. You can continue to expand groupings down through each level until you reach rows that have no further drop-downs. The grouped rows will have the same appearance as the original grid format.

Removing Groups

To remove a group, click the X button in the column referenced on the blue Group Panel. If no columns

are referenced, then grouping reverts back to the original grid format. To remove the blue panel,

deselect the Group Panel option via the Configuration drop-down. Note that removing the panel does

not remove group formatting if columns are still being referenced.

Selecting and Highlighting Rows

Depending on the application, you may need to select records for editing, exporting, or processing. Following are the standard methods for selecting and highlighting records in the grid.

Columns referenced

First, second, and third level of grouping

Dropdown expands / collapses each grouping

First, second, and third level of grouping First, second, and third level of grouping



Use the following techniques to select one or more records on the grid.

Editing Grid Data

Many of the data elements in Workspace can be changed directly where they appear on the grid. The quickest method for editing the grid can be achieved by double-clicking on the date, numeric, or alpha-numeric data element itself.

Another method for editing data on the grid is to highlight the data element and then select the Editing tool on the Grid Toolbar, page 42.

Copying / Exporting Grid Data

Occasionally, you may want to copy data from the grid into another application or to share as a file. For small amounts of data you can simply copy and paste it as raw text using the Windows clipboard. To retain headings and table formatting, use the export feature to transfer selected data to an external file.

Copy to Clipboard (Unformatted)

To copy selected rows from the grid into the Windows clipboard, click Ctrl - C. This copies the selected rows as unformatted text, tab delimited and without column headings. The current filtering and column order will determine the order of the output when it is pasted into another application. Once exported, the data can be formatted, incorporated into a report, printed and/or distributed via email.

For information on how to select data to be copied, see Selecting and Highlighting Rows, page 52. See also Showing / Hiding Columns or Showing / Hiding Rows (Filtering) starting on page 44.

Exporting to File (Formatted)

The Export feature in Workspace copies rows into a file, in table format and including the original column headings. Once exported, the data can be further formatted, incorporated into a report, printed and/or distributed via email.

Selection Description

One Row Click on any row to highlight that row.

Range of Rows To select a range of rows, highlight the first row, hold down the Shift key, and then click on the last row.

Multiple Rows To select multiple (but not consecutive) rows hold down the Ctrl key while clicking on various rows in the grid.

All Rows To select all of the rows on the page, click anywhere on the page, then press Crtl - A

De-Select Rows To de-select rows that are currently selected (highlighted), hold down the Ctrl key while clicking on the selected rows.



To export data to an external file, click the Export tool on the Grid Toolbar, page 42. The resulting drop down lets you select from Excel, Word, and CSV file formats for the output table. The current filtering and column order will determine the order of data in the table when it is exported.

Following is an example showing how grid data exports to Excel:

Selecting Columns to Export You can choose which columns to show in the exported table by adjusting the number of columns on the grid prior to clicking the Export tool. Select or de-select column headings via the master columns list, as explained under Showing / Hiding Columns, on page 44.

Highlighting Rows to Export You can choose specific records for export by selecting and highlighting rows on the grid prior to clicking the Export tool. See Selecting and Highlighting Rows, page 52.

Exporting all Rows on the Page To export all the data on a page, click Export without highlighting any rows. Simply change the page size to increase the number of records being exported; e.g., increase the number of rows from 20 to 999 per page. For more on resizing the page, see Page Views on page 42.

Filter settings are reflected in the output when you select records for export. Therefore, if you want a specific date, customer, product, etc., you will need to apply that filter prior to Export. Refer to the options explained under Showing / Hiding Rows (Filtering), page 45.

Also, for recurring exports, remember that you can always save your layouts and filters

Export drop-down

The same data in Excel

Workspace

2. Exploring Workspace Saving Your Settings


SAVING YOUR SETTINGS

There are several ways for users to save and reapply configuration settings in Workspace. This section revisits some topics from preceding sections that describe how custom workspaces, application windows, menus, and grid display settings may be saved and recalled for future use.

• Save Layout (Workspace), below • Dock Layout (Application Window) page 55 • My Applications (Custom Menus), page 56 • Save Configuration (Grid Columns), page 56 • Save Filters (Grid Rows/Records) page 56

Save Layout (Workspace)

Save Layout control on the Quick Access Toolbar, page 18. This preserves which applications were

loaded and how they were arranged in the Work Display Pane, page 20. A saved layout may then be re-

applied instantly by selecting its saved workspace name from the list at the bottom of the Work Display

Pane. This has the same effect as selecting the Save & Close option when Logging Off, page 16.

Saved Settings: • Applications currently loaded into the Work Display Pane • Application window size • Tab order of loaded application components • Placement of windows when in vertical/horizontal tile formation.

For further information on these configuration settings, see Workspace Layout Options, page 21. For information on creating and applying multiple workspaces, see Saved Workspaces, page 25.

Dock Layout (Application Window)

Dock Layout Controls on the Ribbon Line for saving panel layouts within a specific application window.

Not to be confused with the Save Layout option for all of Workspace

(described earlier) Dock Layout settings are associated with only one

application window at a time.

An application that contains multiple panels can be configured in any

number of ways. Each configuration can be saved as a different named

layout (in that application only). Selecting the named layout from the

drop-down instantly reapplies that layout in the application.

Saved Settings: • Name of layout • Panels currently displayed/hidden in the application window • Tabbed, pinned, or docked state of panels showing • Tab order of panels showing • Panel size • Placement of panels when in vertical/horizontal tile formation.

For further information on these configuration settings, see Application Layout Options, page 34.

2. Exploring Workspace Saving Your Settings


My Applications (Custom Menus)

My Applications tab on the Navigation Pane, page 19. This feature allows users to define and

assemble their own menus of applications to run in Workspace. Menu items can be in any order and

point to any application in which the user has access, including from external websites. Create a menu

of only those application components that are relevant to your work. Mix and match menu items from

different application components and place them in the same order as your workflow.

Saved Settings: • Name of menu folder • Name (or rename) of application functions / components • URL of external website / application • Icon associated with menu item or folder

For further information on user-defined menus, see Creating My Applications, page 27.

Save Configuration (Grid Columns)

Save Configuration option via the Configuration drop-down menu on the Grid Toolbar, page 42.

This saves a “snapshot” of the grid’s columns to be reapplied the next time the application is opened.

Use this feature to preserve which columns are showing and how they are arranged on the grid.

Saved Settings: • Resized columns • Re-arranged columns • Columns currently displayed/hidden in the grid

For further information on these grid settings, see Resizing / Rearranging Columns and Showing / Hiding Columns under Working with Grid Data, page 41.

Save Filters (Grid Rows/Records)

Search Panel / Saved Filters feature via the Search button for creating / invoking saved filters.

Workspace offers a few methods for Showing / Hiding Rows (Filtering),

page 45. With the Search Panel method, users also have the ability to save

criteria as named filters, which can be selected and re-invoked at any

time (within that grid application).

When selected from the Search Controls drop-down, a saved filter will

instantly retrieve only those records that match the criteria in that filter.

Saved Settings: • Name of saved filter • One or more columns • Alpha-numeric, numeric or date values (per column) • Rules (operators) imposed on each column/value

For more on filtering, see Search Panel / Saved Filters under Working with Grid Data, page 41.

2. Exploring Workspace Video Help and Training Courses


VIDEO HELP AND TRAINING COURSES

Workspace includes various eLearning and instructional videos to help familiarize users with their AccellosOne licensed products. When launched in Workspace, the AccellosOne videos and training courses run in the Work Display Pane, page 20. They cover everything you need to know about major features and the tasks that can be performed in an application. This section discusses how to locate and access this material in Workspace:

• Video Center, below

• Video Help, page 58

• Training Courses, page 59

Video Center

The Video Center is a library of short instructional videos that describe specific aspects and features of the AccellosOne products you have installed in Workspace.

All of the help videos can be accessed (for currently

installed products) by selecting Video Center via the

Applications tab on the Navigation Pane, page 19.

Locate the videos you want to watch by clicking on the

associated menu items (grouped by AccellosOne product

name) in the upper menu of the Navigation Pane. Clicking a

video title from the list launches the associated video in the

Work Display Pane. See Launching a Video, next.

Note that many of these videos may also be launched via

the Video Help icon as they pertain, in context, to a specific

application.

Video Help button

Training Courses button

List of Videos

Video Center App



Launching a Video

When a video title is selected, the video player will launch in the Work Display Pane, as shown below:

Video player controls on the bottom of the window allows users to start, stop, adjust the volume, and maximize the video to full screen.

Video Help

The Video Help feature in Workspace is accessed by clicking an icon on the Ribbon Line, page 18. This link

invokes only those videos from the Video Center that are specific to the application currently

showing in the Work Display Pane. Associated video titles appear in a drop-down menu below the icon.

Selecting a video title from the drop-down menu automatically launches the video player in the Work Display Pane, as shown in the preceding Video Center example.

Video launched in the Work Display Pane

Video player controls

Clicking the Video Help icon …

… drops down to show menu of help videos



Training Courses

Online training (eLearning) provides slightly different content than the Video Center, page 57. These are multi-step tutorials that guide you through various functionality to complete certain tasks in the application, usually closing with a quiz to test your knowledge of the subject matter that was presented.

Users can access eLearning at anytime from anywhere in Workspace by selecting the easel button on the

far left corner of the Quick Access Toolbar, page 18. This launches the Courses window, as shown below.

The Courses window is divided vertically into two menus. The upper My Courses menu lists all of the

courses you have either completed or are in the process of completing. The lower All Courses menu lists

all of the courses associated with the product name selected on the left side of the panel.

Launching a Course

To launch a course (from either menu) click the play button at the bottom of the course title box. This will open the course in its own window. The first lecture starts automatically.

The course window is divided horizontally into two panels (with the course title across the top). Lectures and quizzes are displayed on the left. The curriculum appears on the right, listing one or more Lectures followed by one or more Quizzes in sequence. Refer to the sections that follow.

Courses icon launches course window

Courses completed or in progress

List of products

Course titles available for the selected product



Lectures

When you hover your mouse over the lecture panel, video player controls will come into view to let you start, stop, adjust the volume, and maximize to full screen.

Once a lecture is completed, you can advance to the next one in sequence by clicking the green button

on top of the lecture panel. Workspace remembers which lectures have been completed. These are

indicated by green dots on the curriculum list. Click the Revisit buttons alongside the curriculum list to

replay any of the lectures you have already completed; e.g., you may choose to revisit earlier lectures

before or after attempting any of the course Quizzes, page 61.

NOTE: Course lectures are sequential and must be watched in the order they are presented. The user

has the option to revisit completed lectures, but they cannot “skip ahead” to new lectures.

TIP: While lectures automatically run inside the left panel of the course window by default, these

videos are best viewed in full screen mode.

Completed lectures

Click to replay lecture Click to advance to next lecture or quiz



Quizzes

Quizzes at the end of the curriculum test the user on information presented in the lectures they have completed. Like lectures, each quiz is displayed in sequence in the left panel of the course window, as shown below.

Depending on the course, you will not be able to proceed past a quiz until you answer a certain percentage of the questions correctly. Each quiz may have different pass/fail percentage requirements. As mentioned in the previous section, users have the option to revisit completed lectures at any time to refresh their knowledge of the subject matter.


3. APPLICATION COMPONENTS

All the WMS functions and data elements that you need to work with in Workspace are launched as distinct components within the Work Display Pane, page 20. You can choose to have multiple application components open and ready at the same time, or select them from the menu only as you need them. Most users keep one or two application components (such as the Order Workcenter or Inventory Workcenter) opened for their day-to-day operations, then access other components as they need them. Data elements in one grid may link (drill down) to details in other WMS components (or to companion products installed in Workspace).

• About WMS Workcenters, page 64 • Order Workcenter, page 65 • Receipt Workcenter, page 79 • Inventory Workcenter, page 87 • Task Management, page 91 • Product Workcenter, page 92 • Assembly Workcenter, page 94 • Cycle Count Workcenter, page 97 • Customer Workcenter, page 99 • Vendor Workcenter page 100 • Uploaded Orders / Uploaded Receipts, page 100

WAREHOUSE MENU

If you have experience with most other AccellosOne products, then you will be familiar with the basic layout and navigation scheme in Workspace. Those who are new to AccellosOne products should review Chapter 2. Exploring Workspace to better understand how to access and use application components in Workspace.

Once you log into Workspace, the WMS application menu

may be invoked (depending on your role or user permissions) by

selecting Warehouse via the Applications tab on the Navigation

Pane, page 19. Warehouse application components in the WMS are listed in

the upper menu of the Navigation Pane.

Note that the applications, folders and menu items listed in the Navigation Pane will depend on your user profile in Workspace; i.e., you may not have permission to access certain application components or functionality described in this documentation

Folders and Menu Items

For ease of use, the Warehouse menu is divided by function into folders. The complete set of menu

items is listed in the table that follows. Note that each menu item is assigned a Search Keyword that can

be used for quick look up when typed into the Keyword Search Field of the Navigation Pane.

Warehouse App

Warehouse Menu

3. Application Components Warehouse Menu


WMS Folder Menu Item Search Keyword

File Maintenance Client

Locations

Carriers

Product Classes

Transaction Types

Hold Types

Hold Codes

Cartons

CLNT

LOCS

CARR

CLSS

TRAN

HTYP

HCOD

CART

Order Entry Order Entry

Receipt Entry

OENT

RENT

Work Centers Order Workcenter

Receipt Workcenter

Inventory Workcenter

Task Management

Product Workcenter

Assembly Workcenter

Customer Workcenter

Vendor Workcenter

Uploaded Orders

Uploaded Receipts

Cycle Count Workcenter

OWCT

RWCT

IWCT

TASK

PWCT

ASMW

CWCT

VWCT

UOWC

URWC

PIWC

Administration Advance Replenishment

Pending Updates

Directed Move Manager

Container Management

Create Delivery

Downloads

Uploads

Incident Manager

Screen Designer

ADVR

PUMG

DMMG

CONM

CRTD

DOWN

UPLD

INCM

SDSG

Some users may have access to Web Dispatch (mostly legacy) folders and menu items under

Warehouse in the Applications tab. These are listed in a separate table (for completeness) in Appendix A,

page 101.

Launching an Application

Once selected and launched from the Warehouse Menu, the application component opens as a tab in the Work Display Pane, page 20. Refer to the example on the following page.

3. Application Components About WMS Workcenters


ABOUT WMS WORKCENTERS

At the core of the WMS application are the grid-based Workcenters. Contrary to initial appearance, these are not your typical spreadsheet or static report. They are in essence “living reports” that allow you to track, analyze and act on your warehouse activities immediately as they unfold.

The Workcenters documented in the next few sections are organized according to the source of the data and the activities associated with them.

Warehouse App

Launches Order Workcenter

Order Workcenter Window

Order Workcenter Tab

3. Application Components Order Workcenter


ORDER WORKCENTER

Warehouse dispatchers perform most of their work from the Order Workcenter. From this application component in the WMS, dispatchers can perform all tasks related to the processing of sales orders.

If the Order Workcenter is not already loaded into the Work Display Pane, you can open it directly via

the Navigation Pane, page 19. To do so, click the Applications navigation tab, select Warehouse,

select Workcenters from the upper menu, then click Order Workcenter.

Once selected, the Order Workcenter launches as a tab in the Work Display Pane, as shown below:

The grid data displayed in the Order Workcenter is populated based on sales order information that has been downloaded from your host accounting system. Users have complete control over the number of records displayed on a page, which details to show or hide, and the order in which it is all presented. For instructions on navigating and manipulating data on the grid, review to the section Working with Grid Data, page 41.

NOTE: Depending on configuration settings or user permissions, the panel layout and the options

available may be different on your system than what is depicted in the example above.

Highlighting an order from the primary data grid provides further information on and/or summaries of the data such as Pick Line details, Order Header content, addresses, extra and user defined fields, special instructions and detailed Log entries. This information is outlined in the various Auxiliary Panels, described on page 75. The different controls and data elements associated with the Order Workcenter are described in the sections that follow.

Sales Orders (primary data grid)

Pivot Grid

Statistics

Shipment Details

Ribbon Controls

Sales Order Lines

Special Instructions Logs



Ribbon Controls

The Ribbon tab associated with the Order Workcenter allows you to save

and select panel layouts and provides controls for performing actions on

selected records. For more on saved panel layouts, see Dock Layout

Controls, page 35. Note that the Search Controls for the Order

Workcenter can also be placed on the Ribbon Line for quick access.

Job Action

Selecting the Jobs action (shown on left) provides a dropdown menu of data-specific commands, each of which can be used perform an action on the currently-selected records (orders). Go to Sales Order Jobs, page 67. Note that these are also available via Right-Mouse Click Controls, page 67.

Report Action

The Reports action (shown on right) provides a dropdown menu of preset controls for producing instant reports using data in the Orders Workcenter.

For example, the Packslip and BoL report controls launch an A1 Report window to display reports based on a record (order) selected from the Order Workcenter. Below is a Packslip Report for order number BB1000042 generated using this feature.



Complete Order

The Complete action allows the user to complete orders selected from the Sales Orders grid. This opens the following wizard, which includes functionality to support lot-tracked items, splitting picks into multiple cartons, and over picking for completing an order.

Fill in the required fields or adjust the defaults as required. To generate another carton label, select Request New Carton. To split a line into multiple cartons, highlight the record in the Unpicked Lines grid and click the Split button to enter the new quantity. Note that this function does not support serialized items. In the event that the list of unpicked lines displayed in the Order Completion window is too long to locate specific records by scrolling, select Product Lookup from the Ribbon Line.

Right-Mouse Click Controls

As mentioned earlier, the list of actions available from the Ribbon

Controls can also be invoked via right-mouse click after highlighting

and selecting records (orders) on the grid. Details on these data-

specific commands is provided in the next section.

Sales Order Jobs

The following controls are available for processing sales orders and moving them through the warehouse cycle:

• Allocate / Unallocate, page 68

• Wave / Unwave, page 70

• Suspend / Unsuspend, page 72

• Assign Picker, page 72

• Ship, page 73

• Copy Cell to Clipboard, page 74

• Delete, page 74

Right-Mouse Controls

Change to different carton

Split the line selected



Allocate

Allocation (Sales Order Jobs, 67) is the process of assigning stock to orders, identifying the bins from which the stock is to be picked, and adjusting the physical inventory accordingly. Sales orders need to be allocated before they can be picked.

To allocate orders, use your mouse to highlight the records on the Sales Orders grid that you want

processed. Select the Allocate control, either from the Jobs action on the Ribbon or via right-mouse click.

The options on the resulting job panel allow you to modify the default settings for particular orders or

groups of orders, if necessary:

Sales Order Allocation Options

General. Leverage saved allocation plans, include/exclude zones and set location options.

Replenishment. Specify replenishment zones, action, group name or choose to bypass replenishment and short products

Stock Method. Select FIFO (default) or LIFO

Shorts. Determine handling for shorted products from various options whether to ship with or without the product.

Attribute and Expiry. Specify how products with attribute numbers or specific expiry dates should be handled

Optimize. Advanced options to select order of allocation, access smaller packsize sized inventory, or define which cartons each item will go into as part of the allocation algorithm runs

Allocate To. Specify the quantity to allocate based on the amount that the customer ordered or the quantity that the host system has specified.

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Allocating Sales Orders The action of allocating causes the WMS to search the warehouse’s inventory and match it against the items (products) on the order. When a sales order is allocated, the following occurs:

• Stock is reserved from pick bins for the required products (if they are available).

• Order and line statuses are updated

• If the system is configured to print these, letdown tickets are printed for products on orders held for replenishment.

• If a fully integrated shipping system is used, and pre-rating is configured for your implementation, orders are pre-rated and shipping costs, and selected carrier information (if rate shopping is enabled for the order), are passed back to RADIO BEACON WMS.

By default, products are allocated in the following sequence:

1. In order of packsize, from largest to smallest

2. In order of date received, from oldest to most recent (FIFO)

3. From zone to zone in ascending alphabetical order (if multiple zones are used)

4. From bin to bin in ascending alphanumerical sequence.

However, your system may be configured to use a different default method of allocation, such as strict receipt dates (packsizes are ignored), or strict packsizes (receipt dates are ignored). Finally, your system will be configured to use FIFO or LIFO by default, and to allocate larger or smaller packsizes first; however, you can override the latter defaults for individual orders.

If your warehouse uses expiry dates, lots, or other non-unique attributes, sales orders may specify how products with attribute numbers, or specific expiry dates, should be handled. If the orders do not specify this information, or if you want to override the settings included in the orders, modify the allocation options described in the Sales Order Allocation Options, page 68.

If an order or group of orders is allocated successfully, the orders appear in the Sales Orders grid with

the status of READY TO WAVE, and can be released for picking. If an order appears with any other

status, the allocation has not been successful, and you will need to rectify the situation in a way that will

allow the order to be re-allocated successfully (regardless of whether you perform the re-allocation

manually or the system does it automatically).

Unallocate

Use the Unallocate action to free up stock from allocated or held orders

so that it can be re-allocated to higher priority orders that were held

because of missing stock. You may also need to unallocate an order if a

customer requests changes to the order since it was allocated,

especially if those changes include cancelling some line items.



Wave

A Wave (Sales Order Jobs, 67) is the process of grouping allocated sales orders together and releasing them to the warehouse floor to be picked. You can wave orders with the status READY TO WAVE. You can wave orders with the Pack & Hold option for orders with the status of HELD FOR REPLENISHMENT, HELD SHORT. You can also use the wave process to combine the line items from multiple orders into a single order so that the all line items can be shipped as a single shipment.

To wave orders, use your mouse to highlight the records on the Sales Orders grid that you want to wave

and/or consolidate. Select the Wave control, either from the Jobs action on the Ribbon or via right-

mouse click. The options on the resulting job panel allow you to modify any of the default settings for

particular orders or groups of orders, if necessary:

Wave Options

Optimize Packing. Leverage saved wave plans, change the workflow via end of line selection and default carton or pallet

Customer Label. Print a customer picking/shipping label for each order in the wave.

Release Options. Select from advanced logic to group orders via consolidation, link orders or send to the floor early

Labels. Select from different label options to help with order visibility or define operational requirements

Sort Slapper Labels. Specify how you want carton labels to be sorted when they print:

Labels Per Order. Provide advanced automated calculations and distribution of labels to many printers, manually input how many and where to print

By Zone. Specify zones in which orders must have picks for them to be waved (or zones in which orders are excluded from the wave).

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When you group orders together for waving, you may wish to create predetermined waves of orders

that will be distributed to individual pickers for picking, depending on the picking styles used in your

warehouse and particular picker characteristics, such as the volume they can typically handle in a

specific time period. Therefore, you can use the Wave Options describe on page 70 to control the

workload of a given wave.

When Orders are Waved

• They are assigned a wave number (a four-digit number starting at 1000).

• Picking/shipping labels are printed for the orders, based on the default label rules set in the configuration, or by the options you select during waving.

• The number of cartons required to pack each order is estimated, and a unique carton number (or “totelabel”) and track-trace number is generated for each carton.

• A “big number” is assigned to all cartons in an order (a one- or two-digit number from 1 to 99), and printed on picking/shipping labels.

• If you have chosen to consolidate orders, all orders in the wave, except one, are removed from the system, and the lines from those orders are moved into a single order.

• They are updated with the appropriate status.

After completing the wave action, when you return to the Sales Orders grid, the orders you have attempted to wave will show their new status. The following table summarizes the possible wave results for sales orders.

WAVED The order(s) are ready to be picked, and will proceed through the normal process steps until they are shipped. Wave numbers, big numbers and carton numbers are assigned to orders. Picking/shipping and other additional labels, if requested, are automatically printed.

READY TO WAVE The order(s) were marked to be shipped together (consolidated) with other orders that have not yet been successfully allocated. Orders with this status are assigned a temporary wave number of 990. You can only wave these orders by first applying the Unwave action to them (for information, see below), and then re-waving them.

PACK & HOLD The order(s) are ready to be picked, but will remain in the BEING PICKED status until you take further action for the order(s). Wave numbers, big numbers and carton numbers are assigned to orders. Picking/shipping and other additional labels, if requested, are automatically printed.

Unwave

Use the Unwave action if you need to change shipping options for

the orders, print additional types of labels, or consolidate orders.

You can unwave orders that are in WAVED, PACK & HOLD or

BEING PICKED status, or in READY TO WAVE status with a wave

number of 990.



Suspend

Use the Suspend action (Sales Order Jobs, 67) to Hold a released

order from further processing until a manual procedure has been

performed. While sometimes an order may automatically be

suspended by the system due to a problem with the order, you may

choose to suspend orders from time to time. This leaves it visible in

the Sales Orders grid at whatever point in the process it was in, and

holds it so that no further processing may be applied to it, until you

unsuspend it.

You may wish to manually suspend orders for a number of reasons,

including a front-office request that the order be held in the warehouse until an appropriate shipping

date; a pack & hold or other type of order that has been picked for all available lines but is waiting for

stock for other lines to arrive at the warehouse; cases where pickers find that products that the system

thought were available are actually missing from bins; or any other orders that require some manual

intervention or customer approval before they can be completed.

Unsuspend

You must Unsuspend any orders that are in SUSPENDED status

before any further action can be performed on them. You will typically unsuspend an order when it is ready for further processing because, for example, missing stock has arrived to fill remaining lines.

When all orders have been unsuspended, they will be updated with the status they held prior to being suspended: Orders that were waved but not yet picked are placed into READY TO WAVE status, orders that were picked are placed into BEING PICKED status, and the 999 wave number is cleared.

Assign Picker

You have the option to assign specific pickers to selected

orders. To assign work, use your mouse to highlight the

records you want picked from the Sales Orders grid.

Select the Assign Picker control, either from the Jobs

action on the Ribbon or via right-mouse click. Use the

Assign To dropdown to assign the order from the pickers

listed.

Note that this can also be accomplished via the Task

Management workcenter described on page 91. It

includes panels that list all of the work that has been

assigned and to whom.



Ship

The ship method (Sales Order Jobs, 67) varies depending on the warehouse, the type of automated

shipping system in place, and carrier. To modify shipping options for orders, use your mouse to highlight

the records on the Sales Orders grid that you want changed. Select the Ship control, either from the Jobs

action on the Ribbon or via right-mouse click. The options on the resulting job panel allow you to modify

any of the default settings for particular orders or groups of orders, if necessary:

Shipping Options

Settings. Update general shipping settings such as such carrier service, payment terms, different shipping process and labels, truck route, etc.

Immediate Actions. Apply actions for triggering integrated shipping system processes such as re-rating, clearing rating errors, and performing WMS carton scanning and shipment recording functions.

Notify ShipSys. Pass carton and shipment information to an integrated shipping system for rating/manifesting, in the same way as the Carton Shipping function from the handheld.

Shipment Details. Input LTL shipping information such as BOL, consolidation and shipment number along with trailer and master BOL number, cost of shipping, date of shipment, etc

The shipping options that you can modify include method of shipping, label printing, truck routes, order consolidation, and carton check-in options defined for orders. If you want to modify these options, you can do so at any point in an order’s life cycle, although making changes before the orders are waved out will require fewer additional changes or processes. When you modify these options, an order is updated with the values you have specified, but the process step for the order does not change unless you specify a different end-of-line configuration, or a different carrier with a different end-of-line configuration defined for it. You can apply particular actions to orders that were not originally defined, to override a process that may be holding up an order, or to skip a handheld shipping function to expedite the order.

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Copy Cell to Clipboard

Along with the standard order controls, the right-mouse-click menu includes Copy Cell to Clipboard which allows you to select text from the grid to be copied via the Windows clipboard. The clipped text can be copied and pasted for use in an email, document or spreadsheet, or as filter criteria in another WMS application component.

Delete

Use the delete option (Sales Order Jobs, 67) to remove records based on certain defined criteria. To delete orders, use your mouse to highlight the records on the Sales Orders grid that you want cancelled.

Select the Delete control, either from the Jobs action on the Ribbon or via right-mouse click. The options

on the resulting job panel allow you to define how the delete will be accomplished:

Delete Options

Already Picked Goods. Select from a list of actions to determine how orders are to be handled when they are deleted. To cancel orders, you will normally want to return already-picked goods to stock, and cancel and unallocate unpicked goods. If you are expediting orders, you will normally want to mark the already-picked goods as shipped, and pick and relieve the unpicked goods.

Packing Slip. Either hold the order (for manual processing) or cancel/ship the order without a packing slip (without manual processing).

Report to Host. Determine how orders will be uploaded to the host system. If you completely cancel the orders, you will normally want to delete and cancel any missing items. If you expedite orders, you will normally want to upload a pick confirmation to the host system, and create a back order for any items not picked.

After completing the delete action, when you return to the Sales Orders grid, the orders you have removed will either have disappeared from the display, or will show their new status.

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Auxiliary Panels

The Order Workcenter is typically configured to display the Sales Orders grid as the panel in the forefront. This is the primary data grid for performing all dispatch-related tasks. From here you can view, edit and process all the sales orders in your warehouse operation.

NOTE: Depending on the installation and user/role configuration, not all users will have the same

variety of panels available to them.

Several auxiliary panels are available to supplement and/or provide alternate views of your sales order data. They can be set up to be displayed in various tab or tile formations and/or minimized along the margin of the Sales Orders grid to suit your preferences.

You also have the option to show or hide panels using the panels list on the Dock Layout. See Adding / Removing Panels under Application Layout Options, page 34.

Remember: When you make changes to panels and their positions, always save your layout before exiting. If you choose not to, your configuration will automatically reset to the previous layout the next time you launch the application. For more information, see Saving Your Settings, page 55.

The purpose and functionality of most auxiliary panels are self-evident, and they can be invoked without changing the source data. The following sections highlight some of the more common panels used for viewing Order Workcenter data.

• Pivot Grid, page 76 • Statistics, page 77 • Header Summary, page 78 • Special Instructions, page 78 • Order Lines, page 79 • Shipment Details, page 79 • Logs, 80.

NOTE: Some generic panels (Header Summary, Instructions, Logs, and Statistics) have the same

format and basically serve the same purpose as those in other Workcenters. They are documented

here under Sales Orders, but will be referred to in other sections of the manual.

Panels List



Pivot Grid

Summarizes information in the Sales Order grid based on parameters defined by the user. The pivot mechanism gives you alternate views of your data by controlling the horizontal/column or the vertical/row organization of the grid. To use this feature, select a column or row (or an individual cell) on the Sales Order grid, move into or display the Pivot Grid panel, then select a predefined pivot chart from the dropdown menu.

The resulting pivot chart instantly summarizes the data, providing a graphical heat map feature to identify values by color intensity. Heat mapping is extremely useful for helping to quickly identify highs and lows and other patterns in your data.

Pre-configured pivot charts

High values identified by co

High values identified by color



Items on the Pivot Chart can then be used to control the display of data on the primary Sales Order grid.

Creating Pivots. Users with the appropriate administration-level credentials have the ability to define or

customize pivot charts for their site. To access this functionality, click the Configurations navigation tab,

select Warehouse, then select Pivot Charts from the upper menu.

Statistics

Provides overall statistics of data elements currently displayed on the Sales Order grid, such as number of orders and estimated total weight.

Selecting a pivot item …

… instantly changes the display on the Sales Orders data based on that criteria



Header Summary

Summarizes the main header information (column headings) for the sales order record selected.

Special Instructions

Lists all of the special instructions (if any) that may be in place for the selected sales order.



Order Lines

Shows the line numbers to be picked on a sales order as directed from the accounting system, order entry, EDI, etc.

Selecting the expanded view (plus sign) opens up further details, such as pick status, allocation, etc. In the example above, the expanded view of Line 1 breaks it down into what was picked (and where it was picked from) and what was shorted.

Shipment Details

Lists all of the shipment details, carton-level information for the selected packslip. The expanded view (plus sign) provides details for every item on a carton/tote.



Logs

Provides a granular explanation of events and items associated with current and past sales orders.

3. Application Components Receipt Workcenter


RECEIPT WORKCENTER

From this application component in the WMS, users can perform all tasks related to the processing of purchase orders. They can view and manage aggregated receipt information in real-time on a single screen without having to drill down.

If the Receipt Workcenter is not already loaded into the Work Display Pane, you can open it directly via


select Workcenters from the upper menu, then click Receipt Workcenter.

Once selected, the Receipt Workcenter launches as a tab in the Work Display Pane, as shown below:

The grid data displayed in the Receipt Workcenter is populated based on purchase order information that has been downloaded from your host ERP system. Users have complete control over the number of records displayed on a page, which details to show or hide, and the order in which it is all presented. For instructions on navigating and manipulating data on the grid, review to the section Working with Grid Data, page 41.



Highlighting a receipt from the primary data grid provides further information on and/or summaries of the data such as Receipt Line details, Order Header content, extra and user defined fields, special instructions and detailed Log entries. This information is outlined in the various Auxiliary Panels, described on page 83. The different controls and data elements associated with the Receipts Workcenter are described in the sections that follow.

Receipt Lines

Purchase Orders (primary data grid)

Receipts Ribbon Menu

Pivot Grid



Ribbon Controls

The Ribbon tab associated with the Receipts Workcenter allows you to

save and select panel layouts and provides controls for performing

actions on selected records. For more on saved panel layouts, see Dock

Layout Controls, page 35. Note that the Search Controls for the Order

Workcenter can also be placed on the Ribbon Line for quick access.

Job Action

Selecting the Jobs action (shown on left) provides a dropdown menu of data-specific commands, each of which can be used perform an action on the currently-selected records (receipts). Go to Purchase Order Jobs documented on page 83. Note that these are also available via Right-Mouse Click Controls, page 83.

Receive PO / Complete Receipt

The Receive PO action allows the user to complete receipts selected from the Purchase Orders grid. This opens the following wizard, which includes functionality to support lot-tracked items, splitting receipts into multiple bins, and over receiving prior for completing an order.

Fill in the required fields or adjust the defaults as required. To split a line into multiple receipts, highlight the record in the Receipt Lines grid and click the Split button to enter the new quantity. Note that this function does not support serialized items.

In the event that the list of receipt lines displayed in the Receipt Completion window is too long to locate specific records by scrolling, select Product Lookup from the Ribbon Line.

Split the line selected



Right-Mouse Click Controls

As mentioned earlier, the list of Jobs from the Ribbon

Controls can also be invoked via right-mouse click after

highlighting and selecting records (receipts) on the grid.

Purchase Order Jobs

The following controls are available for processing receipts and moving them through the warehouse cycle:

• Delete, page 83

• Complete, page 84

• Release, page 84

• Suspend / Unsuspend, page 84

• Assign Receiver, page 85

Delete

Use the Delete action to remove PO records based on certain

defined criteria. To delete orders, use your mouse to highlight the

records on the Purchase Orders grid that you want cancelled. Select

the Delete control, either from the Jobs action on the Ribbon or via

right-mouse click.

The Action field provides two options for handling the selected

purchase orders.

Delete Completely removes order without reporting anything to the host system. Use this in the

case where it is too late or inefficient to cancel it from the host system.

Upload Reports quantity of product received to the host system. Use this to process rush or urgent items for immediate outbound shipment, or to handle any purchase orders manually rather than by having them pass through normal receiving steps.

Select options for the Unreceived Goods field to determine how unreceived items on the orders are to

be handled. If you want to completely cancel orders, you will normally want to simply mark all goods as

complete. If you are expediting the orders, you will normally want to mark the unreceived goods

according to the appropriate handling method used by your warehouse.

When all orders have been processed, they should be removed from the display (or marked with the

status READY TO UPLOAD, if your system is not configured to automatically upload receipts to the host).

Right-Mouse Controls



Complete

Use the Complete action (Purchase Order Jobs, 83) to close

purchase orders from Workspace. This will upload receipt

confirmations to the system and make purchase orders unavailable

to warehouse staff for further processing. This allows for the

dispatcher to close POs instead of the receiver (via handheld).

Release

Use the Release action (Purchase Order Jobs, 83) to change

the status of selected purchase orders from NOT APPROVED. This will place the orders into the status of NOT RECEIVED and make them available to warehouse staff for receipt. Optionally, you can enable the option to print a report of the purchase order.

Suspend

Use the Suspend action (Purchase Order Jobs, 83) to Hold a released

PO from further processing until a manual procedure has been

performed. While sometimes an order may automatically be

suspended by the system due to a problem with the order, you may

choose to suspend orders from time to time. This leaves it visible in

the Purchase Orders grid at whatever point in the process it was in,

and holds it so that no further processing may be applied to it, until

you unsuspend it.

Unsuspend

You must Unsuspend any POs that are in SUSPENDED status

before any further action can be performed on them. When all orders have been unsuspended, they will be updated with the status they held prior to being suspended.



Assign Receiver

You have the option to assign specific receivers to selected

purchase orders. To assign work, use your mouse to highlight

the records you want received from the Purchase Orders grid.

Select the Assign Receiver control, either from the Jobs action

on the Ribbon or via right-mouse click. Use the Assign To

dropdown to assign the order from the receivers listed.

Note that this can also be accomplished via the Task

Management workcenter described on page 91. It includes

panels that list all of the work that has been assigned and to

whom.

Auxiliary Panels

The Receipt Workcenter is typically configured to display the Purchase Orders grid as the panel in the forefront. From here you can view, edit and process all the purchase orders in your warehouse operation.

Several auxiliary panels are available to supplement and/or provide alternate views of your receipt data. They can be set up to be displayed in various tab or tile formations and/or minimized along the margin of the Purchase Orders grid to suit your preferences.


Remember: When you make changes to panels and their positions, always save your Workcenter layout before exiting. For more information, see Saving Your Settings, page 55.



The purpose and functionality of most auxiliary panels are self-evident, and they can be invoked without changing the source data. Some of the more generic panels (Header Summary, Instructions, Logs, and Statistics) have the same format and serve the same purpose in the Receipt Workcenter as those documented for the Order Workcenter under Auxiliary Panels on page 75. The following panels provide information that is unique to the Receipt Workcenter:

• Pivot Grid, page 86 • Receipt Lines, page 86

Panels List



Pivot Grid

Summarizes information in the Purchase Order grid based on parameters defined by the user. Although the data and the pivot charts are unique the Receipt Workcenter, the functionality in this panel is identical to the Sales Order Pivot Grid documented on page 76.

Receipt Lines

Represents the lines on a selected purchase order or container, showing information like each bin number and the quantity received.

Selecting the expanded view (plus sign) opens up further details, displaying information such as specific quantities, times and bins of the lines received.

Higher values identified by color

3. Application Components Inventory Workcenter


INVENTORY WORKCENTER

The Inventory grid provides an aggregated view of all products currently in the warehouse, listing their quantities and in which bins they are located. Users have the ability to set hold codes and make adjustments to selected stock records.

If the Inventory Workcenter is not already loaded into the Work Display Pane, you can open it directly

via the Navigation Pane, page 19. To do so, click the Applications navigation tab, select Warehouse,

select Workcenters from the upper menu, then click Inventory Workcenter.

Once selected, the Inventory Workcenter launches as a tab in the Work Display Pane, as shown below:

The grid data displayed in the Inventory Workcenter is populated based on the results of transactions conducted via handheld device or maintained in the Receipt Workcenter and/or Order Workcenter. Users have complete control over the number of records displayed on a page, which details to show or hide, and the order in which it is all presented. For instructions on navigating and manipulating data on the grid, review to the section Working with Grid Data, page 41.



Further details and/or summaries of the data displayed on the primary Inventory grid are outlined in various Auxiliary Panels, described on page 89. The different controls and data elements associated with the Inventory Workcenter are described in the sections that follow.

Inventory (primary data grid)

Closed Receipts Closed Orders

Allocated Lines

Open Purchase Orders

Logs

Inventory Ribbon Menu



Ribbon Controls

The Ribbon tab associated with the Inventory Workcenter allows

you to save and select panel layouts and provides controls for

performing actions on selected records. For more on saved panel

layouts, see Dock Layout Controls, page 35. Note that the Search

Controls for the Order Workcenter can also be placed on the

Ribbon Line for quick access.

Update Holdcode

Selecting the Update Holdcode action opens a popup window (shown on the left) for updating hold code status for the selected inventory records. The user has the option to fill in the Comment field to further explain why that status was chosen.

Note that that Update Holdcode is also available as a right-mouse click control from the Inventory grid. Hold codes can also be set directly from the Handheld device.

Adjustment / Move Inventory

The Adjust action (shown below) provides a dropdown list of options for the selected record. Select the option from the dropdown menu, fill in the required fields in the associated wizard, and then click Next to complete the action and return to the Inventory grid.

NOTE: If you are performing an Adjust-Out or a Move, you cannot override the Product Code, Bin, or

Quantity Per Pack defaults.



Product Lookup

Like filtering, Product Lookup can be used in the event that the number of records displayed on the Inventory grid is too large to locate specific products via scrollbars alone. The following example shows the results of a lookup for Doublement Gum, product code PA01R006.

Auxiliary Panels

The Inventory Workcenter is typically configured to display the Inventory grid as the panel in the forefront. From here you can view, set hold code, and make adjustments to selected stock records.

Several auxiliary panels are available to supplement and/or provide alternate views of your inventory data. They can be set up to be displayed in various tab or tile formations and/or minimized along the margin of the Inventory grid to suit your preferences.


Remember: When you make changes to panels and their positions, always save your Workcenter layout before exiting. For more information, see Saving Your Settings, page 55.



The purpose and functionality of most auxiliary panels are self-evident, and they can be invoked without changing the source data. The following panels provide information that is unique to the Inventory Workcenter.

Panels List



Allocated Lines

Provides a drill down of a selected product showing the allocation status for every sales order with that product on it.

Open Purchase Orders

Provides a drill down of a selected product showing the status for every sales order with that product on it.

3. Application Components Task Management


TASK MANAGEMENT

From this application component in the WMS, dispatchers can monitor and balance workloads by assigning orders, receipts, and moves to specific users via drag and drop from one panel to another.

If the Task Management grid is not already loaded into the Work Display Pane, you can open it directly


select Workcenters from the upper menu, then click Task Management. Once selected, the Task

Management panels launch in the Work Display Pane, similar to the example below.

To assign work, simply drag selected items over from the Unassigned Picks, Unassigned Receipts, or Unassigned Moves panels and then drop them on top of the available user names listed in the Users panel. You can also Assign or Unassign work via Task Assignment on the Ribbon Menu.

In the example above, the Waved packslip 301I011000005 is being dragged over from the Unassigned Picks (Orders) grid to be assigned to user A01HH. The number of picks assigned to that user is then immediately reflected in that user’s handheld device.

Work can be reassigned by highlighting Assigned Work records and then dragging them onto a different user in the Users panel.

Move tasks include reslotting tasks that are created through the Incremental Slotting report, directed putaway tasks (created when items are received) and replenishment requests.

Assigned Work

Users

Task Assignment Ribbon Menu

Unassigned Picks

Unassigned Receipts

Unassigned Moves

3. Application Components Product Workcenter


PRODUCT WORKCENTER

With the Product Workcenter, users can view aggregated details on selected products, such as any opened or closed order / receipt lines, CubiScan data, etc.

If the Product Workcenter is not already loaded into the Work Display Pane, you can open it directly via


select Workcenters from the upper menu, then click Product Workcenter. Once selected, the Product

Details grid launches as a tab in the Work Display Pane, as shown below:

The primary grid summarizes the product definition itself, showing product specific details such as sizes, attributes (lots, serials) and weights (specific to product and packsize). Be aware that quantities listed on this grid are based on single-line calculated summaries only. For actual quantities, open the Inventory panel or refer to the Inventory Workcenter, page 87.

Filtering and Product Lookup functionality can be used in the event that the number of records displayed on the Inventory grid is too large to locate specific products via scrollbars alone.

Auxiliary Panels

The Products Workcenter is typically configured to display the Products grid as the panel in the forefront. The purpose and functionality of most auxiliary panels are self-evident, and they can be invoked without changing the source data. The following panels provide information that is unique to the Product Workcenter.

Products Details (primary data grid)

CubiScan Data

Open Order Lines & Receipt Lines Inventory

Closed Order Lines & Receipt Lines

3. Application Components Product Workcenter


Inventory / CubiScan

As mentioned earlier, the Inventory panel in the product Workcenter displays the inventory records as they relate to a selected product. The CubiScan panel lets you view the cube / weight of selected products, but it also allows for this information to be updated directly (within the grid itself) if it is inaccurate or was not previously captured upon receipt.

Serials

This panel allows you to see all the all serials (as defined on Attribute 2 in the product record) showing information associated with the selected products and their current state.

3. Application Components Assembly Workcenter


ASSEMBLY WORKCENTER

From this application component in the WMS, users are able to view and manage assembly recipes and create new Build to Stock orders (linked to kitting module).

If the Assembly Workcenter is not already loaded into the Work Display Pane, you can open it directly


select Workcenters from the upper menu, then click Assembly Workcenter. Once selected, the Assembly

Workcenter launches as a tab in the Work Display Pane, as shown below:

Several recipe types are supported for collecting and assembling products together into a work order. To create Build to Stock Orders, select Generate Work Order on the Ribbon Bar. This opens the Generate New Work Order wizard for entering the following information:

Field Description

Assembly The name of the assembly being built. This will be defaulted to the item that was selected when you initiated the function.

Client Name 3PL Only. The client name associated with this work order.

Location Multi-location Only. The location in which to build this work order.

Quantity to Build The number of assemblies to build.

Order # The work order number. If you don’t fill this in, the system will use an auto-incrementing numeric order number.

Available to Build

Recipe Details

Assemblies (primary data grid)

Generate Work Order Control

Add Button



Fill in the required fields, and then click Submit to create the Build to Stock order. For example, the work order generated in the wizard below …

… shows up in the Orders Workcenter as follows:

Adding New Recipes

To create a new finished Item, select the Add

option from the menu at the top of the Recipes panel. This opens the Create / Edit Assembly screen.

The only required information is on the initial General tab. The rest of the information is optional.

Enter in the required fields as described in the table on the following page.



Field Description

Assembly Name / # The unique name of the assembly being built.

Finished Good The product number of the assembly being built. This should be the same as the Assembly Name/#.

Yield The quantity of finished goods that will be produced by this recipe. This should always be 1.

Client Name 3PL Only. The client name associated with this assembly

Once the Assembly information record is saved you can add components. Select the Add option from

the menu at the top of the Recipe Details panel. This inserts a new row for in-line data entry.

The number of fields displayed here will depend on your Recipe Details grid configuration; however, the following information must be added (at minimum) to create the new recipe:

Field Description

Product Code The product code of the subcomponent.

Quantity Needed This is the quantity of the subcomponent required to build the finished good.

Client Name 3PL Only. The client name associated with this assembly.

After you’ve entered the Assembly Detail information, press Enter to save the record.

3. Application Components Cycle Count Workcenter


CYCLE COUNT WORKCENTER

The Cycle Count Workcenter can be used for creating and scheduling cycle counts and performing full physical inventory counts. It shows the status of the active counts currently available and in use.

If the Cycle Count Workcenter is not already loaded into the Work Display Pane, you can open it directly


select Workcenters from the upper menu, then click Cycle Count Workcenter.

Once selected, the Cycle Count Workcenter launches as a tab in the Work Display Pane, as shown below:

Note that the count details may be exported to Excel if you need to share this information in other formats for auditing purposes. This feature is helpful should further analysis be required before you formally decide to upload / commit counts to your accounting system. For more information, see Copying / Exporting Grid Data, page 53.

Ribbon Controls

The Ribbon tab associated with the Count Workcenter provides controls for creating a new full or cycle count, starting a recount, uploading, or removing any of the counts that are currently listed.

Also, controls may not be available and will be “grayed out” depending on the count records selected from the list. Count controls are mostly self-explanatory, but they will launch a wizard to assist you should multiple steps be required. Key count functionality is outlined in the sections on the following page.

Count Detail

Count

Ribbon Controls

3. Application Components Cycle Count Workcenter


Creating a New Full Count

To create a new full count, select the New Count control from the Full Count Ribbon menu. This opens

the first screen of the Inventory Count wizard. This information is used in conjunction with the Full

Count functions on the handheld to perform a full inventory count. If your site supports multiple clients

or locations, you can count each of these separately or count them all simultaneously.

The minimum information required is the Count Name field. The rest is optional. However, if your count criteria is too general, the WMS may warn you that the new count cannot be created until you further qualify those parameters using the fields provided.

Recount

The Start Recount control from the Cycle Count Ribbon

menu lets you enter updated count values after the initial count has resulted in an unresolved variance.

Before starting the recount, this launches a wizard for setting attribute variances based on quantity, cost price, and sell price. You can choose from three options for the variance calculation method and tolerance, where:

Product Determines variance based on the total quantity of each product. If the total quantity for a product has a discrepancy greater than the specified tolerance, all bins containing that product will be selected.

Product/Bin Determines variance based on the total quantity for each product to each bin. If the total quantity for a product in a bin has a discrepancy greater than the specified tolerance, that specific bin will be selected.

Product/Bin/Size Determines variance based on the quantity for each product and packsize in each bin. If the quantity for a product and packsize in a bin has a discrepancy greater than the specified tolerance, that specific bin will be selected.

The last wizard step before starting the recount will display a grid that shows you which bins were selected for recount based on the variance formula specified.

Mark All

This control is used to reset any bins that have been counted during a full count or recount so that users will be directed to count the bins again; i.e., if you want to count your entire warehouse multiple times before analyzing the results for discrepancies. After counting all of the bins, you can select the Mark All control to direct the cycle counter to every bin a second (third, fourth …) time.

3. Application Components Customer Workcenter


Creating a New Cycle Count

To create a new cycle count, select the New Count

control from the Cycle Count Ribbon menu. This

opens the first screen of the Cycle Count wizard. This

information is used in conjunction with the Cycle

Count functions on the handheld to perform the

count.

Uploading to Host

Once you are satisfied with the results of the full count, you can select the Upload to Host control

from the Ribbon menu. This will upload / commit counts to your accounting system.

CUSTOMER WORKCENTER

The Customer Workcenter provides aggregated customer information as provided by the ERP including opened and completed orders. 3PL only - any customer maintenance through this application component requires the 3PL module.

3. Application Components Vendor Workcenter


VENDOR WORKCENTER

The Vendor Workcenter provides aggregated vendor information as provided by the ERP including opened and closed receipts. 3PL only - any vendor maintenance through this application component requires the 3PL module.

UPLOADED ORDERS / UPLOADED RECEIPTS

Links to closed orders will be directed to records in the Uploaded Orders Workcenter shown below.

Similarily, links to closed receipts will be directed to records in the Uploaded Receipts Workcenter.


APPENDIX A

Web Dispatch Menu Items

Following is the list of (mostly legacy) Web Dispatch menu items. Note that most day-to-day work takes place in one of the Workcenters, especially the Order Workcenter, described under Folders and Menu Items on page 62.

Web Dispatch Folder Menu Item

Web Handheld

Custom TOTMASTR Records ready to Background Ship …

Ad Hoc SQL Reports

SQL Custom Reports Manager

Reports Orders

Receipts

Reports > Inventory Product Report

Pending Updates

Net Inventory Report

Reserved Stock Report

License Plate Report

Bin Detail Report

Inventory Status

Bin Inventory Report

Putaway Status

Empty Bins Report

Increment Slotting Report

Hot Replenishment Report

Advance Replenishment Report

Slotting Requests

Reports > Miscellaneous Versions and Branch Info

Incidents

Directed Putaway Profile Report…

Assign Profile To Operation…

Assemblies Manager

BOL Report…

Shipping Errors Report

Adjustments Reports

Missing CubiScan Report

Appendix A Uploaded Orders / Uploaded Receipts



Packaging Manager

Product Class Profile Assignment Report

Open Warehouse Transits

Daily Receipts Report…

Log Lookup…

Order History…

Upload Error Report…

Suspended Order…

Failed to Upload Orders…

Reports > Performance Cycle Count Report…

Cycle Count Accuracy Report…

Activity Monitor Report…

Activity Report…

Employee Performance…

Employee Statistics Report…

Labor Comparison…

Velocity By Bin Report…

Top 100

Employee Activity Report…

Open Picks…

Open Cartons…

Reports > Picking Orders

Packslip Report…

Web Sales Order Completion…

Customer Report…

Order Consolidation Opportunities

Manifest Report

Create a Delivery

TotLabel Report

Cartonize Log

Check Carton

Reports > Receiving Receipts

Purchase Order Report…

Web Purchase Order Completion…

Vendor Report…

Uploaded Receipts…

ASN Detailed Report




Daily Receiving Report…

Create a Container

View Container…

Container Lookup…

Create ASN

RMA Issued Report…

SSCC-18 Lookup…

Reports > Shipping Uploaded Shipments…

Short Products Report…

Truck Route…

Consolidated BOL Lines

Shipment Lookup…

Shipment Consolidation Report…

Daily Shipping Report…

Track Trace Report…

General Setup > A. Warehouse Layout Configuration

Bin Rules

General Setup > B. Host Interface Configuration

Communication and Files

Download to AccellosOne Warehouse

Upload from AccellosOne Warehouse

Host Settings

General Setup > C. Address Configuration

Address and Manufacturing ID

General Setup > D. User Configuration

User Manager

Permissions Management

Web Permissions Management

General Setup > E. Hardware Configuration

Define Physical Barcode Printers

Assign Logical Barcode Printers

Define Report Printers

Serial Device and Port Configuration

Weigh Scales

General Setup > E. Hardware Configuration > Automation




Carousels & Pick-Lights

Conveyor Controls

Edit DIVERT Table

Edit SHIP_DIVERT Table

RFID Portals

General Setup > F. Attributes Configuration (Lots and Serials)

Attributes Configuration

General Setup > G. Warehouse Process Configuration

Handheld and Web General Settings

Product Configuration

Label Format and Workflow Configuration

Stock Locator Configuration

Receiving Configuration

Allocation Rules

Waving Configuration

Picking Configuration

End-Of-Line Configuration

Paper Packslip and Report Configuration

3PL Configuration

Adjustments

Labor Standards

Kitting and Repackaging

Setup Incidents

CubiScan Interface Configuration

Voice Picking Configuration

Sales Order By Walking Around

Labels Printing Rules

Labels Estimate Rules

External Engines

Wave and Allocation Planning

General Setup > G. Warehouse Process Configuration > Cartonization

Edit Cartons Table

Edit Cubiscan Table

Cubiscan Interface Settings

Carton Splitting Settings

General Setup > G. Warehouse Process Configuration > Shipping




Shipping Process

Couriers & RMA Labels

BOL Configuration

Cross Dock

General Setup > H. Right-Click Jobs Default Settings

Allocation

Wave

Unwave

Delete Order

Ship

Delete Receipt

Package

Release Receipt

General Setup > I. Advanced

EDI Configuration

EDI Documents Manager

E-Mail Notifications

User Defined Screens

Edit RMA Reasons Table

Edit TransactionsType Table

Edit Locations Table

Edit Location Printers Table

Edit Carriers Table

Edit ROUTE_CODES Table

Edit Shipping Table

Edit Third Party Freight Address Table

Edit BOL Carrier Information Table

Barcode Parsing

Edit Alerts & Filters

Edit Special Products Table

Edit Product Classes Table

General Setup > I. Advanced > Administrator

Warehouse Configuration by Name

General Setup > I. Advanced > Administrator > Services

Service Status

Job Server Manager




Schedule Server Manager

Labels Server Manager

External Jobs Manager

Labels Jobs Manager

Synchronization Server Manager

General Setup > I. Advanced > Administrator > System Configuration

General System Config

Debugging & Logging Settings

Database Connection Manager

Setup License Server connection

Setup Common Components Server Connection

General Setup > I. Advanced > Tools

Generate Test Orders

Schedule Cycle Counts

Clear Serial Reservations

Clear Replenishment

Clear Directed Putaway Reserved Flag

Backup Logs

Remove Unused Products

Legacy Language Translation

Remove Unused Products Versions

Bartender Labels

Failed Uploads Report

SDK Show the SQL Triggers List

Backup/Restore Scripts

Search in Scripts

System Queries Viewer

SQL Custom Reports Manager

SDK Client Tools

SDK > Scripts Manager

Unsigned Scripts Manager

User Scripts Manager

Scripts Manager

SDK > Utilities

Tables Difference

XSD Generator