Lesson 14: Incident and Other Issues

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 2 Create Incident Issue

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 3 Header Details Screen

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 4 Issue Details Screen Select service from the drop down menu. This is the shipping method for the order. Issue number is system generated

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 5 Item Details Enter request number and item ID – tab and the item information will auto fill. Enter the issue quantity for each item. Click on save when all items have been entered.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 6 Issue Details Screen Draft Order Created Click on CONFIRM

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 7 Issue Detail Screen-created Schedule and Release Status is Created

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 8 Schedule and Release Screen Click OK This will create move tasks for all the items on the issue from the storage location to the Shipping zone. An issue batch sheet will print automatically.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 9 Issue Details Screen-Included in Shipment Included in Shipment Click Truck

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 10 Order Screen If the move tasks will be completed on the console – click on the shipment hyperlink

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 11 Shipment Details – Tasks Click on view tasks or complete tasks.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 12 Task List Screen Options - Click on the Batch No hyperlink or Put a check in the box next to the lines and click on view details. We will be looking at Batch No hyperlink.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 13 Batch Detail and Complete Screens Click on Complete Make any necessary source location changes and click on SAVE. Click the close button twice.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 14 Confirming Shipment Details Click on Confirm Shipment. Status will be updated to SHIPPED.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 15 Shipment Details Enter appropriate shipment details i.e. driver name, tracking numbers, Bill of Lading etc. Click on SAVE when finished.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 16 Printing Issue and Shipping Status Report After shipment details are entered and saved – click on PRINT.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 17 Print Prompt Screen Select appropriate issue report from drop down, printer name and number of copies Select Shipping Status Report from drop down, printer name and number of copies.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 18 Finishing the issue. Click on Close Updated issue status to Shipped

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 19 Outbound Pick Tasks-scan device The outbound pick tasks are for outbound shipments for incident/other issues. The outbound pick tasks will be automatically generated when a shipment is created for the incident/other issue. On the AIT mobile device, the pick tasks will be split as two separate tasks – one for doing the actual pickup of the item from the pick location and another for doing the deposit (locating to a shipping area).

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 20 Outbound Pick Tasks (cont) The following steps illustrate the processing of pick tasks for incident/other issues: –Log into the mobile terminal –Choose the “Task Controller” menu option on the resulting screen. –Enter/scan the reference “Start Location” on the mobile terminal.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 21 Outbound Pick Tasks (cont) –In the resulting screen, scan the pick location for the pick task. The system automatically suggests the pick location from where to pick. Hit the “Go” button –On the next screen, scan the suggested item and quantity and hit the “Go” button.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 22 Outbound Pick Tasks (cont) –If all the pick tasks have been completed, the system suggests the next deposit task. –Scan the deposit location and item on the deposit screen and hit “Go” button. This will deposit the item into the shipping location This will complete the pick task cycle.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 23 Outbound Pick Tasks (cont) The outbound pick task screen would need to display the following customized fields (not currently shown on the mock- up screens that follow): Issue Number – This should be displayed on the retrieval screen, along with item information, for all tasks associated with incident issues. Incident Number – This should be displayed on the retrieval screen, along with item information, for all tasks associated with incident issues.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 24 Outbound Pick Tasks (cont) Incident Name – This, too, should be displayed on the retrieval screen, along with item information. A button will be added, called “Issue Info” which will present the user with key information for the Issue such as Ship-To address and Account Numbers Because of the limited “footprint” of the mobile terminal screen, not all information on a full-sized issue screen will appear (e.g. If an issue has split account codes, there’s not enough room to show the additional codes)

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 25 The following screen shots illustrate the pick cycle for outbound shipments

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 26 (A) Figure Outbound Pick – Reference Location Scan (B) Figure Outbound Pick – Pick Location Scan (A)(B)

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 27 (C) Figure Outbound Pick – Item & Qty Scan (scan or manually enter Quantity) (D) Figure Outbound Pick – Deposit Location Scan (C) (D)

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 28 (E) Figure Outbound Pick – Deposit to Ship Location (F) Figure Outbound Pick – All Tasks Completed (E) (F)

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 29 Create Other Issue Screen

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 30 Other Issue Header Details Screen Enter the other order number or use the spyglass to look up the order. Tab out

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 31 Other Order Entry Screen On tab out order information will populate

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 32 Issue Details Screen-other order Enter the request number if applicable, Item ID, requested quantity and issue quantity. Click on SAVE

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 33 Other Issue From this point forward the steps to create an Other Issue are exactly the same as when creating an Incident Issue.

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 34 Lesson 14: Summary In this lesson you should have learned: -The necessary steps to create an Incident Issue and an Other Order Issue -How to complete the Incident Issue and Other Order Issue on the console and the scan device

Copyright 2002 Sterling Commerce, Inc. All rights reserved. 35 Questions?