Warehouse Setup / TrackID Maintenance / TrackID Creation Advanced - WHS044
This module is used to identify any stock that is in SYSPRO, but not in DATASCOPE WMS.
You would typically use this when doing Customer Credit. For more information, refer to Customer Credits (Simple return)
If you don’t like reading, you can watch the video.
Try it!
· Browse to Warehouse Setup / TrackID Maintenance / TrackID Creation Advanced
Figure 16 - Browse to TrackID Creation Advanced on Main Menu
· The TrackID Creation Advanced screen will open
Figure 17 - TrackID Creation Advance screen
· Start by selecting your warehouse from the Warehouse drop-down menu
· Next, you can select a single Bin Location, by using the lookup icon or you can import a range of bin locations, from SYSPRO, by selecting the Import button next to the Bin Location field
Note: These Bin Locations must exist in both SYSPRO and FASTTRACK WMS already. If you enter SYSPRO bins that don’t exist in FASTTRACK WMS, you will get a warning message and will first need to create the bin record in FASTTRACK WMS. For more information on how to create bins refer to Create Bins
· Notice that you can click on the Information icon, next to the Import button, and a sample file will be available for you to use. You must first populate your range of bin locations in a comma-separated list in the file before you can import it. If you hover over the icon, you will also see an explanation
Figure 18 - Example file for Bulk import
· Save As the file in a folder of your choice
· Update the Sample file with the correct Bins that you want to Import into the TrackID Creation Advanced screen
· Select the Import button and browse to the location on your pc where you saved the file
· A pop-up message will appear asking you whether you want to load the data from SYSPRO
· Select Yes
Figure 19 - Pop-up message
· The TrackID Advanced module will query all the bins in SYSPRO and populate the data grid with the stock codes, quantities, and lots on hand in SYSPRO, but not in FASTTRACK WMS
Figure 20 - Populated data grid
· Next, we can use the data in the data grid to create FASTTRACK WMS TrackIDs for SYSPRO stock
· Notice the Qty To Distribute column in the data grid. This shows the total quantity for that stock code in that bin in SYSPRO
Figure 21 - Qty to Distribute
· Next, you must check the tick box in the Select column to select the record you want to work with. The Receipt Quantity column will change to an editable column
· You can now edit this quantity to the quantity you want to display on the TrackID
· Right-click on the line and select Allocate Selected Line To New TrackID. The software will now create a new TrackID for this quantity and show this in the right-hand column
Figure 22 - Select Allocate Selected Lines To New Track ID
· You will get a pop-up, stating FASTTRACK WMS Batch Create if you used the Import function. Select Create. This will create a new bin in FASTTRACK WMS – the software will validate if the Bin already exists or not and create a bin accordingly and then only a new TrackID for the stock code will be created
· You will get a second pop-up, stating the TrackID is created. Select OK
Figure 23 - New TrackID is displayed on the right-hand side
Note: If you want to create multiple stock code TrackIDs for the same bin, you can mark both in the Select column and edit the quantities for both lines. Right-click and select Allocate Selected Lines To New TrackID. Both stock codes will then be added to the same TrackID. IMPORTANT – this will only work if the bin is the same for both stock codes, as TrackIDs can only ever live in one bin location at a time.
Note: To add multiple stock codes to the same TrackID, we need to update a Warehouse setting for that specific Warehouse. On the Ribbon Bar go to Settings / Warehouse Settings and select the applicable Warehouse.
Figure 4 - Select applicable Warehouse
Select the Refresh icon to load the data grid.
Search, or use the Filter icon, for GENERAL in the SystemName column.
Figure 5 - Search for GENERAL
Search, or use the Filter icon, for MULTIPLE_STOCK_ITEMS_ALLOWED in the SystemValue column.
Figure 6 - Search for MULTIPLE_STOCK_ITEM_ALLOWED
This must be set to Y. If this remains N, and you try to add multiple stock codes to one TrackID then you get a pop-up stating The warehouse setting MULTIPLE_STOCK_ITEMS_ALLOWED is set to N, only 1 stock code is allowed on a TrackID
Figure 7 - The SettingValue must be Y
Warehouse Setup / TrackID Maintenance / TrackID Creation Advanced - TrackID Creation Advanced [WHS044]
The TrackID Creation Advanced module within DATASCOPE WMS is used to identify any stock in SYSPRO, but not in DATASCOPE WMS, and to print TrackID labels for that stock.
This module is typically used for the following:
to ensure all stock is labeled with DATASCOPE WMS labels before going live
to label customer-returned stock that has been returned using the RMA module in SYSPRO
After a Credit Note was processed within SYSPROs RMA module, the returned stock must be placed back into DATASCOPE WMS, and SYSPRO and DATASCOPE WMS must be balanced.
This module only displays SYSPRO stock and NOT Datascope WMS stock. Stock must still be moved back into DATASCOPE WMS to regain the balance of SYSPRO and DATASCOPE WMS.
If you don’t like reading, you can watch the video.
Try it!
From the Main Menu, you can browse to Warehouse Setup / TrackID Maintenance / TrackID Creation Advanced
The TrackID Creation Advanced screen will open.
Start by selecting the warehouse from the Warehouse drop-down menu
Next, you can select a single Bin Location, by using the lookup icon or you can import a range of bin locations, from SYSPRO, by selecting the Import button next to the Bin Location field
Notice that you can click on the Information icon, next to the Import button, and a sample file will be available for you to use. SAVE AS the sample file to populate your range of bins.
You must populate your range of bin locations in a comma-separated list in the file before you can import it. If you hover over the icon, you will also see an explanation
To use the sample file:
Save As the file in a folder of your choice
Update the Sample file with the correct Bins that you want to Import into the TrackID Creation Advanced screen
Select the Import button and browse to the location on your pc where you saved the file
A pop-up message will appear asking you whether you want to load the data from SYSPRO
Select Yes
Note: If you did a SYSPROProcess a RMA for an existing invoice (within SYSPRO)RMA Credit note, ensure the warehouse and the bin location for the returned goods are the same in both SYSPRO and DATASCOPE WMS.
Note: The warehouse and the bin location you have selected in SYSPRO, must already exist in DATASCOPE WMS as well. If a SYSPRO bin is entered that has not been created in DATASCOPE WMS, you will get an error message and you will have to create the Bin first, before you can continue. For more information, refer to Create Single Bins and Create Multiple Bins
Select the Refresh button to refresh the data grid.
All stock codes that sit in the RETURNS bin in SYSPRO will display in the data grid.
Note: The data grid only displays SYSPRO stock and NOT DATASCOPE WMS stock.
The column Qty To Distribute contain the total quantity of the stock code in this (RETURNS) SYSPRO bin.
Next, you must check the tick box in the Select column to select the record you want to work with. The Receipt Quantity column will change to an editable column
You can now edit this quantity to the quantity you want to display on the TrackID
There are various ways to create these TrackIDs:
- Create a TrackID for the full Qty in the Bin
- Create a Multi stock code TrackID
- Create a TrackID based on SYSPROs Pallet Quantity
- Add Receipt Quantity on an existing TrackID
More on TrackID Creation is available at - Labeling all Inventory in preparation for your Go Live
Want more?
<previous Link>
<next link>