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Reference - KPI Dashboard & Reporting / Standard Reports / Information Check Information Check [RPT004]

This is a general information check screen where you can query the location of stock or the content of a TrackID or Shipping TrackID. You will also be able to see the available Bins created. You can use the Information Check report on the PC screen and the HTML 5 scanner-based screenscreens.

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If you don’t like reading, you can watch the video.

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https://youtu.be/EUfKJnd3T6Q

fasttrack_PC_INFORMATION_CHECK_Training_Key_screens_QG - v0.3.pdf

Try it!

Information Check (pc-based)

  • Open WMS and browse from the Main Menu to KPI Dashboard & Reporting / Standard Reports / Information Check

  • The Information Check screen will open

  • At the top of the screen, you will notice various filter options to easily generate the report you want

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Note: This report is like your SYSPRO Inventory Query Report. For more information refer to the SYSPRO help documentation.

Find your Purchase Order

  • Type in the Purchase Order number in the Purchase Order field or search for it by selecting the lookup icon

  • Select Refresh on the Information Check screen to load the data grid

  • When doing a PO Receipt All transaction you will notice that it has created one Tracking ID with multiple stock codes, and all received in one receiving bin. For more information, go to Receipting All under Inbound / Purchase Order Receipts

Various filter options

  • At the top you can search by TrackID, Stock Code, Lot Number, or Job Number. You can type the number in the field or use the Lookup icon to locate the record you are looking for

  • You have the option to include or exclude Inactive items by selecting or deselecting the Include INACTIVE TrackIDs check box

  • You can search by a specific Warehouse or view All warehouse information

  • You have the option to search by a specific Purchase Order. Select the Lookup icon to easily locate the Purchase Order

  • You also have the option to search by a specific TrackID Type or by All TrackID Types

  • The TrackID Type will be visible in the TrackID Type column.

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Note: Remember to Refresh your data grid, by selecting the Refresh icon, every time you change the filters. Some columns might also be on the far right-hand side of the screen, so scroll right to find a desired column.

  • Once your data grid has loaded with your required information, you can right-click on a record to open a sub-menu. Select the Copy option to copy the TrackID value to the clipboard

  • If you have some VB scripting knowledge, you can select the VB Scripting option to add custom VB Scripts

  • You have the option to view the TrackID History. Notice that there are more filters to be set in this TrackID History (Information check Redirect) screen. To view History information, you might have to move the Action Date From and Action Date To dates back into the past to view the required historical data

  • The following is only applicable to the premium version of DATASCOPE WMS. When clicking right on a record you can also View TrackID CFFs (CFF = Custom Form Fields) The first option is against the TrackID Header, and the second option (View TrackID Item CFFs) is against the TrackID detail

  • Each column in the data grid can be filtered by selecting the small filter icon at the top of each column

  • Or by selecting the Select Summaries icon

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Note: If you select one of the options on the Select Summary icon the total will appear at the bottom of the data grid for that specific column.

  • To arrange the data in an even more user-friendly view you can make use of the Drag a column header here to group by that column section, by dragging column headers into the grey area provided. This will allow you to view data in a Pivot format

  • To cancel the grouping, you can just drag the column headings back to the data grid

  • Your filtered data can also be exported to either Excel or PDF

  • If you only want to view a few specific TrackIDs, you can type those into the TrackID field, separated by commas, but without any spaces. Select Refresh and only those items will appear in the data grid

Want more?

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View available Bins

  • Open the Information Check Module and select the Lookup Bin Window

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  • In the Lookup Bin Window, you will see the default Bins created.

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Notice that the bins are linked to a specific warehouse as well. You will see the pre-configured bins based on the warehouse you have selected.

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