Information Check [RPT004]

This screen is a general information screen where you can query the location of stock or the content of a TrackID. The Information Check Report on the PC and HTML5 scanner-based screens can be used. This screen has various filter options to generate the report you want quickly.

  • To locate a specific purchase order, type the number in the Purchase Order field or search for it by selecting the lookup icon.

  • Various filter options exist:

    • 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 can 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 locate the Purchase Order.

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

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

  • Once your data grid has loaded with your required information, you can right-click on a record to open a sub-menu.

  • The following options are available on right-click:

    • 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 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

  • 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. Select the Export to PDF or Export to Excel buttons

  • 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

SPECIAL FEATURES

  • There are four different TrackID Types in the DATASCOPE PREMIUM WMS system, the type is visible in the TrackID Type column in the data grid.

TECHNICAL

  • None

SYSPRO REQUIREMENTS & Business objects used

  • None

REFERENCE

RPT004

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