Version 8.5 and Above

Staging verification currently allows users to verify groups of orders as one batch, which then must be processed in Shipment Verification to assign serial numbers, quantities, create box data and perform order billing and invoicing. The Pick To Order enhancement combines data entry and creation performed by Shipment Verification into the Staging Verification process. This change allows the user to stage and verify individual orders and shipping batches while performing staging verification, removing additional processing steps and increasing efficiency.

A new Global Setup flag has been added to enable this enhancement. Global Setup-> Add-On-> Warehouse Management System-> field 36. Use Pick To Order In Staging Verification has been added.

36. Use Pick To Order In Staging Verification – Default is N. If set to Y, users will have the option to process staging batches in Staging Verification using the PTO changes.

37. Use PTO Window in Shipping Verification - This field is available if field 36 is set to Y. Default is Y. If set to Y, users will process PTO orders in Shipping Verification using the PTO screen versus the standard Shipping Verification interface. If set to N, users will process PTO orders using the standard Shipping Verification interface. Also, if set to N, a popup window will ask the user if they should be warned if there is a serial number mismatch. A scan is considered a mismatch when the serial number scanned belongs to the staging batch but was scanned to a different order in Staging Verification.

 
Warn User If Serial Scan Mismatch with PTO Order?       The default is N. If set to N, the serial number scanned must belong to the staging batch the order was assigned to. If set to Y, the user must scan serial numbers that were assigned to an order during Staging Verification.                                       

Staging verification has been redesigned to accommodate the new PTO functionality. Once the PTO function is turned on, it is the default method used by Staging Verification unless overridden by the user. 

This is indicated by the PTO Enabled label on the Staging Verification batch selection screen. Users have the option to disable PTO by pressing the F2 key.

Once the user presses the F3 key to start the verification process and PTO is enabled, the user is presented with a list of orders on the staging batch.

 
Once the abort key is pressed, the equipment selection screen is shown and the user is prompted for the equipment and a new Pick To Order prompt. 

If PTO is enabled, this field will default to Y. Otherwise it will default to N. The user will have the ability to override this value. If a staging batch is assigned to a user and the equipment is assigned during staging batch creation, the user will be presented with the equipment selection screen but they will only be able to change the value in the Pick To Order field.

When using PTO the Staging Verification screen no longer consolidates like items to be picked together. Items will be presented on an order-by-order basis. 

When an item/serial number/mfg model number is scanned, Staging Verification will prompt the user for an equipment bin. This is  predefined and is based on the equipment bin where the inventory will reside. The purpose is to place the inventory for the same order in the same area on the cart. A cart can be sectioned off into multiple bins. The bin information does not need to be defined in Bin Maintenance in Inventory Management. If this is the first scan for an order, the application will prompt the user to scan the equipment bin where the inventory will be placed.

If items on other bins have been scanned for this batch, the user will not be able to place the items for a different order in the same equipment bin. The user will be presented with an error message stating they need to place the item in the order equipment bin.

If an item is scanned for a different order, the user must enter a new bin for the order. If they attempt to place it in a previously scanned equipment bin, the user will be presented with an error message.

This process continues until all items on the Staging Batch are verified. All rules currently enforced for staging batch completion will continue to be enforced. Elliott now has all serial number data and item accessory quantities assigned to specific orders. 

If WMS Global Setup option 37. Use PTO Window in Shipping Verification is set to Y, upon successfully completing staging verification on a staging batch, the system will automatically:

• Create all box data for all orders and shipping batches assigned to the staging batch that is normally created during shipment verification
• All items will be entered as being in BOX 1
• All required serial number reference information normally assigned during Shipment Verification will be created



Shipment Verification Changes

The user chooses the first order to verify from the staging batch.
- If Elliott detects that the staging batch used the PTO process, it then retrieves and populates all information in Shipment Verification and the processes outlined below take place
- If Elliott detects that this staging batch did NOT use the PTO process or if the WMS Global Setup option 37. Use PTO Window in Shipping Verification is set to N, Shipment Verification is performed as normal

If processing a PTO staging batch, WMS Global Setup option 37. Use PTO Window in Shipping Verification is set to N, and  Warn User If Serial Scan Mismatch with PTO Order is set to Y, Shipping Verification will verify that each serial number scanned was scanned for the order in Staging Verification. The Shipping Verification screen has been changed to display the correct Equipment Bin location where the items should reside. 

 The user will be presented with an error message if there is a mismatch:

 

Shipping Verification Global Setup field 51. Show Warning Window for Wrong Item/Overship controls what happens next.

  

- If set to N, the scan will be rejected and the use must scan the correct serial number for the order. 

- If set to Y, the DONE window will be presented to the user and they must type DONE to continue.  The scan will be rejected and the use must scan the correct serial number for the order. 

- If set to P, the user or their supervisor must enter the override password to continue. Once the correct password is entered  the scan will be rejected and the use must scan the correct serial number for the order. If the user aborts from the password entry, they will be presented with the following message:

When Elliott detects that the staging batch used the PTO process and 37. Use PTO Window in Shipping Verification is set to Y, a pre-scan verification screen is displayed.  This pre-scan will take place before the current PTO Shipment Verification process can continue. This pre-scan will verify against the Box Shipment data created during Staging Verification and will to validate items or serial numbers.

Orders without any Serialized Items
If the order being processed in Shipment Verification has no serial numbers assigned to it, an item number, UPC code, or manufacturer's model number must be entered for validation. If the input matches an item on the order, the user can proceed processing using the current PTO process.

If the input does not match, the user is prompted again to enter data.

Order with Quantity of One
If the order has a quantity of one, the user still scans either the serial number or the item / UPC code/ manufacture's model number following the rules above. If successfully matched, the prompt is removed and the qty of 1 is automatically populated for the user. The user then only needs to enter the packaging code if the packaging code feature is turned on. If the packaging code is not required, the order can proceed straight to billing and completion without any additional prompts or input from the user before the print dialog box.

If the user presses the ESC key while presented with the serial number / item number / manufacturer's model number / UPC code prompt, the application returns to the Shipping Verification base screen and the user must select an order to be processed from the staging batch.

If the staging batch used the PTO process, then the following screen is automatically displayed to the user:



The user will be required to enter the total quantity in the box.

 

• If the user presses the Escape key from the total quantity field, processing will cease and the user will return to the regular Shipping Verification screen to the Order# field.
• If the quantity matches the total quantity for the order, the user will be prompted to enter the packaging code. The F7 key is supported to search for the packaging code if necessary. A valid packaging code must be entered. If the user presses the Escape key from the packaging code field, the user will return to the Total Quantity field.
• If the quantity entered is greater than the total quantity on the order, this is an error condition and the user is given an error message stating that the quantity is greater than the order quantity and they should reenter the quantity. The user is returned to the total quantity field.
• If the quantity entered is less than the total quantity for the order, the user will be prompted to enter the packaging code. The F7 key is supported to search for the packaging code if necessary. A valid packaging code must be entered. If the user presses the Escape key from the packaging code field, the user is returned to the Total Quantity field. Once a valid packaging code is entered and the user presses the Enter key, they are taken to the item/mfg code/serial number entry screen to scan the items that need to go into a separate box.

If a packaging code is not required:
The user is required to enter the total quantity in the box.

• If the user presses the Escape key from the quantity field, processing will cease and the user will return to the regular Shipping Verification screen to the Order# field.
• If the quantity matches the total quantity for the order, it is assumed that all of the items are in Box 1 and the normal Shipping Verification procedure will continue using the data collected during Staging Verification.
• If the quantity entered is greater than the total quantity on the order, this is an error condition and the user will be given an error message stating that the quantity is greater than the order quantity and they should reenter the quantity. The user will be returned to the total quantity field.
• If the quantity entered is less than the total quantity for the order, the user will be taken to the item/mfg code/serial number entry screen to scan the items that need to go into another box.

Item/MFG Code/Serial Number Screen



If a packaging code is required:
Box 2 Processing:
If the total quantity entered plus the quantity scanned is equal to the total quantity on the order, processing is automatically complete and the user will be prompted for the packaging code for the box.
If the user presses the F1 Key and no items have been scanned, this is an error condition. The user is presented with an error message and the application will prompt for the entry of the Serial Number/UPC/Model.
If the user presses the F1 key and items have been scanned, the user will be prompted for the packaging code for the box and returned to the Serial Number/UPC/Model screen to scan more items for Box 3.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and no items have been scanned, the user will be returned to the packaging code screen to the quantity field where they can reenter the total quantity or abort the process by pressing the Escape key.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and items have been scanned, the user will be presented with a message stating that they have not finished scanning all items remaining and ask if they wish to abort box 2. Default is No. If Yes, box 2 scans will be moved back to box 1. If No, application will prompt for the entry of the Serial Number/UPC/Model.

Box 3 and Up Processing:
If the total quantity entered plus the total quantity scanned is equal to the total quantity on the order, processing is automatically complete and the user will be prompted for the packaging code for the box.
If the user presses the F1 Key and no items have been scanned, this is an error condition. The user will be presented with an error message and the application will prompt for the entry of the Serial Number/UPC/Model.
If the user presses the F1 key and items have been scanned, the user will be prompted for the packaging code for the box and returned to the Serial Number/UPC/Model screen to scan more items for the next box.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and no items have been scanned, the user is presented with a prompt asking if they wish to adjust the quantity in box 2. If the user answers No, they are returned to the Serial Number/UPC/Model prompt for box 3. If they answer Yes, the user will be returned to the Serial Number/UPC/Model screen to add more items to the previous box.

 
If the user presses the Escape key from the Item/MFG Code/Serial Number field and items have been scanned, the user will be presented with a message stating that they have not finished scanning all items remaining and ask if they wish to abort. Default is No. If Yes, box 3 scans will be moved back to box 1 and they are returned to the Serial Number/UPC/Model prompt for box 2. If No, application will prompt for the entry of the Serial Number/UPC/Model.

If a packaging code is not required:
Box 2 Processing:
If the total quantity entered plus the quantity scanned is equal to the total quantity on the order, processing is automatically complete.
If the user presses the F1 Key and no items have been scanned, this is an error condition. The user will be presented with an error message and the application will prompt for the entry of the Serial Number/UPC/Model.
If the user presses the F1 key and items have been scanned, the box number will be incremented and the user will be returned to the Serial Number/UPC/Model screen to scan more items for Box 3.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and no items have been scanned, the user will be returned to the quantity screen to the quantity field where they can reenter the total quantity or abort the process by pressing the Escape key.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and items have been scanned, the user will be presented with a message stating that they have not finished scanning all items remaining and ask if they wish to abort box 2. Default is No. If Yes, box 2 scans will be moved back to box 1. If No, application will prompt for the entry of the Serial Number/UPC/Model.

Box 3 and Up Processing:
If the total quantity entered plus the total quantity scanned is equal to the total quantity on the order, processing is automatically complete.
If the user presses the F1 Key and no items have been scanned, this is an error condition. The user will be presented with an error message and the application will prompt for the entry of the Serial Number/UPC/Model.
If the user presses the F1 key and items have been scanned, the box number will be incremented and the user will be returned to the Serial Number/UPC/Model screen to scan more items for the next box.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and no items have been scanned, the user is presented with a prompt asking if they wish to adjust the quantity in box 2. If the user answers No, they are returned to the Serial Number/UPC/Model prompt for box 3. If they answer Yes, the user will be returned to the Serial Number/UPC/Model screen to add more items to the previous box.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and items have been scanned, the user will be presented with a message stating that they have not finished scanning all items remaining and ask if they wish to abort box 2. Default is No. If Yes, box 3 scans will be moved back to box 1 and they are returned to the Serial Number/UPC/Model prompt for box 2. If No, application will prompt for the entry of the Serial Number/UPC/Model.

All required data is now on file and Shipment Verification is complete. Any processes that usually run after shipment verification is completed now take place optimally without user input, such as invoice printing, ASN labels, custom label files and the integrated shipping manifest process.

The equipment and PTO bin number are now displayed as on the Order Inquiry screen for orders that are processed as a Pick To Order staging batch.

The PTO bin has been added to the Staging Batch Detail Order, Item, and Serial number screens.

Programs Modified: NSCTLFIL.FD, NSCTLFIL.W37, NSCTLFIL.W38, NSCTLINI, NSCTLMNV, CPBATSUM, CPBATVEB, CPBATDTL, CPSHPVER, CPCNLPIC, CPWMSUPD, CP0400, CPORDINQ, CPBATGEN, EQSTGGEN