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Oracle® Retail Warehouse Management System UI User Guide
Release 15.0
E66766-01
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5 Appointments

An appointment is an arrangement to receive merchandise into the distribution center at a specified time and place. A valid appointment consists of the following details: date, time, and receiving door. Advanced Shipment Notices (ASN) or Purchase Orders with items and unit quantities are associated with appointments.

The receiving window (of opportunity), for an appointment is based on the Deliver Not Before and Deliver Not After dates found on a purchase order. Only one trailer may be assigned to an appointment, but one trailer may contain merchandise from multiple purchase orders or some of the merchandise from one purchase order.

RWMS tracks the status of an appointment from the moment it is entered into the system. The status may be:

Business Process

An appointment may be entered into RWMS with minimal information. If the date, time, and receiving door are entered, the appointment appears on the calendar. Otherwise, it is held in RWMS as an unscheduled appointment.

The details of an appointment are entered from purchase orders or ASNs. Purchase orders and items are received from the host system. Purchase orders may also be created automatically in RWMS via store to DC transfers. ASNs may be received from an external source or entered manually.

Several types of appointments may be entered into RWMS:

As you set up an appointment, you can indicate whether quality assurance or vendor audit checks should be made on the merchandise when it is received. In such cases, you can indicate the sampling percentages and number of containers at the style level.

Unscheduled appointments (those without a date, time, or receiving door) can be scheduled when the missing details are known. You can access schedules for receiving doors in order to:

You can look up appointments, ASNs, and purchase orders in the Appointments module.

This chapter contains the following topics:

Appointed PO Inquiry

The Appointed PO Inquiry Editor allows you to view purchase orders that have an existing appointment against them. You can access the PO Detail window in order to view the items on a purchase order.

From the main menu, select Appointments > Appointed PO Inquiry. The Appointed PO Inquiry editor opens.

Figure 5-1 Appointed PO Inquiry Editor Window

Surrounding text describes Figure 5-1 .

Display all Appointments

In Appointment PO Inquiry editor, click Search to view all appointments.

Display a Subset of the Appointments

  1. If any appointments are currently displayed, click Clear.

  2. Click Query. An LOV button displays next to all the available fields such as PO, Vendor, Item, Department, PO Type, Subclass, and Class.

  3. In one or more of the fields, enter the desired criteria.

  4. Click Search. The appointments that match the criteria are displayed.

View the Details of an Appointment

  1. On the Appointment PO Inquiry tab, select the appointment that you want to view in detail.

  2. Click Details. The details appear in the Appointment Detail editor.

    Figure 5-2 Appointment Detail Editor Window

    Surrounding text describes Figure 5-2 .
  3. Click Exit to close the Appointment Detail editor and return to the Appointed PO Inquiry editor.

View a Door Schedule

  1. On the Appointment PO Inquiry tab, select the appointment that you want to view the door schedule for.

  2. Click the Door Schedule link. The details are displayed in the Door Schedule Screen editor.

  3. Click Exit to close the Door Schedule editor and return to the Appointed PO Inquiry editor.

    Figure 5-3 Door Schedule Editor Window

    Surrounding text describes Figure 5-3 .

Exit the Appointed PO Inquiry Window

Click Exit to close the window.

Appointment ASN

The Appointment ASN Editor allows you to maintain the advanced shipment notices (ASN) that are associated with an ASN type of appointment. You can add or delete ASNs on appointments which have a status of Unscheduled (Unsc) or Scheduled (Schd).

You can access the ASN Detail Inquiry window in order to view the details of an ASN. You can also access the Door Schedule window in order to view and maintain scheduling at the receiving doors

From the main menu, select Appointments > Appointment ASN. The Appointment ASN editor opens.


Note:

You can access the Appointment ASN window from the Appointment Schedule, Appointment ASN, and PO Inquiry windows. You can also choose Appointments > Appointment ASN from the main menu.

Figure 5-4 Appointment ASN Window

Surrounding text describes Figure 5-4 .

Display Appointment ASN

  1. If any ASNs are currently displayed, click Clear.

  2. Click Query. An LOV button displays next to the Appt Nbr field.

  3. Select a number from the Appt Nbr LOV button or search for an appointment that has an ASN and the NSC check box cleared.

  4. Click Search. The ASNs that match the criteria appear.

Add an ASN to an Appointment


Note:

Only Container type ASNs may be added.

  1. Search for an unscheduled appointment by entering a number in the Appt Nbr field. The ASN that match the criteria displays.

  2. Click the Create Record link. The Create Record window opens.

  3. Enter an ASN number in the ASN field or select an ASN from the LOV button.

    Figure 5-5 Create Record Window

    Surrounding text describes Figure 5-5 .
  4. Click Save. A new ASN record is created and displayed in the table.

View the Details of an ASN

The ASN Detail Inquiry Editor allows you to view the details of an advanced shipment notice (ASN). You can access the Style Detail window in order to view sampling percentages by style for quality assurance and vendor audits.

  1. On the Appointment ASN editor, select the ASN that you want to view.

  2. Click the ASN Detail link. The ASN Detail Inquiry editor opens with details.

    Figure 5-6 ASN Detail Window

    Surrounding text describes Figure 5-6 .

    Note:

    To view a style associated with the ASN, click the Style Detail link in the ASN Detail Inquiry editor. The Style Detail link is enabled only for appointments where the VA or QA check boxes are selected.

  3. Click Exit to close the ASN Detail Inquiry editor.

Add a Standing Appointment

  1. On the Appointment ASN editor, select the ASN that you want to add.

  2. Click the Standing Appt link. The Door Slot/Time Selection editor opens.

    Figure 5-7 Standing Appointment Window

    Surrounding text describes Figure 5-7 .
  3. Select a door.

  4. Click Save to save the changes.

  5. Click Exit to close the Door Slot/Time Selection editor.

Receive a Door Recommendation

  1. On the Appointment ASN editor, select the ASN that you want to receive.

  2. Click Door Recommendation. The Door Slot/Time Selection editor opens.

  3. Select a door.

    Figure 5-8 Door Recommendation Window

    Surrounding text describes Figure 5-8 .
  4. Click Save to save the changes.

  5. Click Exit to close the Door Slot/Time Selection editor.

Sort Appointment Criteria

  1. On the Appointment ASN window, select the ASN that you want to sort.

  2. Click Sort Criteria. The Appointment Sort editor opens.

    Figure 5-9 Appointment Sort Window

    Surrounding text describes Figure 5-9 .
  3. To assign processes:

    1. Select the check box next to the desired processes on the Available Sort Criteria table.

    2. Click Assign. The selected processes are moved to the Assigned Sort Criteria table.

  4. To remove assigned processes:

    1. Select the check box next to the desired processes on the Assigned Sort Criteria table.

    2. Click Unassign. The selected processes are moved to the Available Sort Criteria table.

  5. To resequence the assigned criteria:

    1. Select the criteria to be moved.

    2. To move the criteria closer to the top of the list, click Move Up.

    3. To move the criteria closer to the bottom of the list, click Move Down.

  6. Click Save to save the changes.

  7. Click Exit to close the Appointment Sort editor.

Set a Manual Override

  1. On the Appointment ASN editor, select the ASN that you want to set.

  2. Click Manual Override. The Manual Override editor opens.

    Figure 5-10 Manual Override Window

    Surrounding text describes Figure 5-10 .
  3. Select a time or a door.

  4. Click Save to save the changes.

  5. Click Exit to close the Manual Override editor.

Delete an ASN from an Appointment

  1. On the Appointment ASN editor, select the ASN that you want to delete.

  2. Click Delete Record.

  3. When prompted to delete the record, click Yes.

Exit the Appointment ASN Window

Click Exit to close the editor.

Appointment Calendar

The Appointment Calendar provides a convenient method for the receiving staff to view appointments in varying statuses by time and door slot. The following statuses are displayed on the Calendar:

  • Scheduled – Appointment details have been entered and door/time slot selected

  • Pending – Appointment Labels have been printed

  • Open – Appointment has been opened using the RF devices.

  • Received – Appointment has been physically received in Warehouse.

  • Standing - A specific door /time slot has been reserved over a period of time.

  • Late – The scheduled appointment has not been opened by the specified time.

  • Block – The receiving door has been blocked from use for some reason.

  • Available – The date/time slot and door do not have any appointments assigned thus they are available for assignment.

Filters

You can further customize the Appointment Calendar view by utilizing the data filters at the top of the window singularly or in combination. The following filters are provided to customize the view:

  • Date

  • Appointment Status

  • Appointment Number

  • Carrier

  • Vendor

  • Door

  • Purchase Order Number

  • Item

Views

The Appointment Calendar provides two distinct views based on your needs:

  • All Doors across a range of time

  • One Door across a range of time.

Search

The Appointment Calendar can also be used to search for available time/door slots by setting the Appointment Status to Available and then setting the Date, Load Type, Total Cases, and/or Total Pallets filters if this information is available.

If this information is not available you can simply set the Appointment Status to Available, specify a Date, and then enter a time amount in the Duration field.

Access

To access the Appointment Calendar, navigate to Appointments then select Appointment Calendar. The Appointment Calendar window opens displaying the current date and time in the All Doors view.

Figure 5-11 Appointment Calendar - All Doors View

Surrounding text describes Figure 5-11 .

Figure 5-12 Appointment Calendar - Single Door View

Surrounding text describes Figure 5-12 .

Appointment Calendar Functions

The Appointment Calendar opens in the All Doors view displaying the current date and time. The following sections describe the use and functionality of the Appointment Calendar.

Legend

The Appointment Status legend is located in the bottom right of the window and displays each status in a distinct color. To hide the legend, click the Hide/Show Legend icon that is located directly to the right of the View icon.

Time Scale

To change the Time Scale, click the View icon and then select Time Scale. You can modify the Major Axis to display in days or hours and the Minor Axis to display in hour, 30 minute, or 15 minute intervals. It is recommended to leave the default setting for the Major Axis at days.

Header Details

To view the header details of an Appointment either pause over that bar with your mouse or select the bar which populates the details in the bottom left hand side of the window.

View Change

To switch between the All Doors view and the Single Door view, click Door Calendar.

Carrier to Vendor Display

Each color-coded Appointment Bar displays the name of the carrier. To view the name of the vendor, select the Display Vendor check box. To view the name of the carrier, clear the Display Vendor check box.

Customized Display Using Filters

To customize the information displayed within the Appointment Calendar enter information in any or all of these data filters at the top of the window. These Filters function for all appointment statuses with the exception of Available.

Search for Available Door Slots

There are two ways to find Available Door Slots for a new Appointment Perform the following steps for your desired search.

Search Using Cases and Pallets:

  1. Modify the Date field as desired.

  2. Modify the Appointment Status field to Available. RWMS enables fields used to find the available locations.

  3. Select the desired Load Type (this step is optional).

  4. Enter the estimated number of Cases on the appointment (can be used singularly or in conjunction with number of pallets).

  5. Enter the estimated number of Pallets on the appointment (can be used singularly or in conjunction with number of cases).

  6. Click Search. RWMS displays available Doors and time slots that fit your criteria.

Search Using Time:

  1. Modify the Date field as desired.

  2. Modify the Appointment Status field to Available. RWMS enables fields used to find the available locations.

  3. Enter the desired Duration in Minutes of the time slot.

  4. Click Search. RWMS displays available Doors and time slots that fit your criteria.

Exit

Click Exit to close the window.

Appointment Details

The Appointment Detail Editor allows you to view, add, or delete appointment details for PO and FPR with Details type of appointments. Once the appointment details have been added to the appointment, the Schedule Door link allows you to select a door and time slot for the appointment and the appointment moves to scheduled status.

From the main menu, select Appointments > Appointment Detail. The Appointment Detail editor opens.

Figure 5-13 Appointment Detail Window

Surrounding text describes Figure 5-13 .

Note:

You can access the Appointment Detail window from the Appointment Schedule, Appointment ASN, and PO Inquiry windows. You can also choose Appointments > Appointment Detail from the main menu.

Edit a PO/Line Item on an Appointment

  1. On the Appointment Detail window, double-click the PO/line item that you want to edit. You can only edit a Not Scheduled PO/Line Item. The Modify window opens.

    Figure 5-14 Modify Window

    Surrounding text describes Figure 5-14 .
  2. Edit the enabled fields as necessary.

  3. Click Save to save any changes and close the Modify window.

Add a PO List to an Appointment

The Add by PO List window allows you to specify a PO number and then display all line items on that PO. At that time, you can select all or select specific line items.

  1. On the Appointment Detail editor, click Add by PO List. The Add by PO List window opens.


    Note:

    In the Brazil localized environment, on the Appointment Detail editor, Add by PO List and Add by PO links are not available for PO and NSC appointments.

    Figure 5-15 Add by PO List Window

    Surrounding text describes Figure 5-15 .
  2. Click Query. An LOV button displays next to the PO Nbr field.

  3. In the PO Nbr field, enter the purchase order number, or click the LOV button and select the purchase order.

  4. Click Select All. All the rows under the Select column are selected. In addition the Cases column is populated with the current values in the Open Cases Quantity for all the rows that were not previously selected. This option is applied only to the rows that are not selected. Any rows that were already selected before clicking this button are not affected. This is to preserve any value entered by the user in the Cases field.


    Note:

    Open Cases Quantity is determined by OPEN UNITS/CASEPACK. The Open Units = PO ordered units minus (PO detail received units + all open appointment unreceived units).


    Note:

    If an Open Cases Quantity calculation results in a non-whole number of cases, the default quantity is always corrected to a lower number. For example, if the calculation for open cases quantity yields 23.8, the default quantity that displays would be 23. When this happens, the number displays in blue font on the window.

  5. If the user-entered value in the Cases column (overrides the default) exceeds the open cases quantity plus the allowable tolerance, an error message displays. The warning is either a hard stop or soft warning and depends on the SCP.recv_tolerance_unit parameter. If it is a soft warning, the entered quantity displays in red font. The amount of tolerance is configured on the Item Supplier table (tolerance_pct column). In case, the user-entered quantity in the Cases column (overrides the default) exceeds the open cases quantity, an error message displays and the quantity displays in red font.

  6. Click Deselect All to set the values in the Cases column to Null. Also the Casepack column is reset to its original value (PO_DETAIL.ordered_casepack).

  7. Select the Select check box to change/enter the value for the items in the Cases column.

  8. The only fields that can be edited are: Select, Casepack, Cases, Ti, Hi, and Bulk flag. If the items are to be received as the bulk pallets, select the Bulk check box.

  9. Click Apply to include the item/items in the appointment. Click Apply to add the items to the appointment for the current PO before adding another PO to the appointment.

Add a PO/Line Item to an Appointment

  1. On the Appointment Detail window, click Create Record. The Create Record window opens.

  2. In the PO field, enter the purchase order number, or click the LOV button and select the purchase order.

  3. In the Item ID field, enter the ID of the item, or click the LOV button and select the item.

  4. In the Casepack field, enter the number of units per container.

  5. In the Cntr Qty field, enter the container quantity.

  6. If the item is received on bulk pallets, select the Bulk check box.

  7. Click Save to save the changes and close the Create Record window.

    Figure 5-16 Create Record Window

    Surrounding text describes Figure 5-16 .

Add a Purchase Order to an Appointment

  1. On the Appointment Detail window, click Add by PO. The Add by PO window opens.

    Figure 5-17 Add by PO Window

    Surrounding text describes Figure 5-17 .
  2. In the PO field, enter the purchase order number, or click the LOV button and select the purchase order.

  3. If the items are received on bulk pallets, select the Bulk check box.

  4. Click Save to save the changes and close the Add by PO window.

Delete a PO/Line Item from an Appointment

  1. On the Appointment Detail window, select the PO/line item that you want to delete.

  2. Click Delete Record.

  3. When prompted to delete the record, click Yes.

Add Lot Numbers to an Appointment

  1. On the Appointment Detail window, select the PO/line item that you want to edit.

  2. Click Lot Detail. The Appointment Detail Lot editor opens.

    Figure 5-18 Appointment Detail Lot Window

    Surrounding text describes Figure 5-18 .
  3. Click Create Record. The Create Record window opens.

    Figure 5-19 Create Record Window

    Surrounding text describes Figure 5-19 .
  4. In the Lot Number field, enter the lot number.

  5. In the Cntr Qty field, enter the number of containers that you want to associate the lot number with.

  6. Click Save to save the changes and close the Create Record window.

  7. Click Exit to close the Appointment Detail Lot window.

Edit a Lot Number on an Appointment

  1. On the Appointment Detail window, select the PO/Line item that you want to edit.

  2. Click Lot Detail. The Appointment Detail Lot window opens.

  3. Double-click the lot number that you want to edit. The Modify window opens.

    Figure 5-20 Modify Window

    Surrounding text describes Figure 5-20 .
  4. Edit the container quantity as necessary.

  5. Click Save to save any changes and close the Modify window.

  6. Click Exit to close the Appointment Detail Lot window.

Delete a Lot Number from an Appointment

  1. On the Appointment Detail editor, select the PO/line item that you want to edit.

  2. Click Lot Detail. The Appointment Detail Lot editor opens.

  3. Select the lot number that you want to edit.

  4. Click Delete Record.

  5. When prompted to delete the record, click Yes.

  6. Click Exit to close the Appointment Detail Lot editor.

Exit the Appointment Detail Window

Click Exit to close the editor.

Add a Standing Appointment

  1. On the Appointment Detail editor, select the PO/line item that you want to add.

  2. Click Standing Appt. The Door Slot/Time Selection editor opens.

    Figure 5-21 Door Slot/ Time Selection Editor Window

    Surrounding text describes Figure 5-21 .
  3. Select a door.

  4. Click Save to save the changes and close the Door Time Slot Selection window.

Receive a Door Recommendation

  1. On the Appointment Detail editor, select the PO/line item that you want to receive.

  2. Click Door Recommendation. The Door Slot/Time Selection editor opens.

    Figure 5-22 Door Slot/ Time Selection Editor Window

    Surrounding text describes Figure 5-22 .
  3. Select a door.

  4. Click Save to save the changes and close the Door Slot/Time Selection editor.

Set a Manual Override

  1. On the Appointment Detail editor, select the PO/line item that you want to set.

  2. Click Manual Override. The Manual Override editor opens.

    Figure 5-23 Manual Override Window

    Surrounding text describes Figure 5-23 .
  3. Enter the Start and End time.

  4. Select a door.

  5. Click Save to save the changes and close the Door Slot/Time Selection editor.

Sort Appointment Criteria

  1. On the Appointment Detail window, select the PO/line item that you want to sort.

  2. Click Sort Criteria. The Appt Sort window opens.

    Figure 5-24 Appointment Sort Editor Window

    Surrounding text describes Figure 5-24 .
  3. To assign processes:

    1. Select the check box next to the desired processes on the Available Sort Criteria table.

    2. Click Assign. The selected processes are moved to the Assigned Sort Criteria table.

  4. To remove assigned processes:

    1. Select the check box next to the desired processes on the Assigned Sort Criteria table.

    2. Click Unassign. The selected processes are moved to the Available Sort Criteria table.

  5. To resequence the assigned criteria:

    1. Select the criteria to be moved.

    2. To move the criteria closer to the top of the list, click Move Up.

    3. To move the criteria closer to the bottom of the list, click Move Down.

  6. Click Save to save the changes and close the Appointment Detail Sort Criteria window.

Exit the Appointment Detail Window

Click Exit to close the window.

Style Detail

The Style Detail window allows you to maintain the sampling percentages and quantities by style for quality assurance and vendor audits.

This window is accessible from appointment detail windows if an appointment is marked for quality assurance and vendor audits.

Appointment Schedule

The Appointment Schedule Editor allows you to schedule inbound trailers for all appointment types (ASN, PO, NSC, FPR with Details, and FPR without Details).

Depending on the type of appointment, you can access one of the following windows in order to maintain appointment details:

  • Appointment ASN: Enter details from ASNs. Casepack quantities are known.

  • Appointment Detail: Enter details from purchase orders. Casepack quantities are known.

  • NSC Appointment Detail: Enter details from ASNs and/or purchase orders. Casepack quantities are not known for PO type ASNs.

  • FPR PO Details: Enter the details from FPR without Details. The PO line items and casepacks are not specified in this window, only the valid Purchase orders for the appointment.


Note:

For Brazil installations, RWMS requires a schedule number to process an appointment. The schedule numbers are downloaded from the Oracle Retail Fiscal Management (ORFM) system.

RWMS can create an appointment without a schedule number and the details of the appointment are uploaded to ORFM. The Distribution Center, however, cannot open any appointment or print any labels unless it has a schedule number included in the record. When ORFM downloads the Schedule Number, the Appointment is updated with the Schedule Number and the existing appointment details are deleted and replaced with the details attached to the Schedule number. The Appointment now can be opened.


From the main menu, select Appointments > Appointment Schedule. The appointments for the current date appear in the Appointment Schedule editor.

Figure 5-25 Appointment Schedule Window

Surrounding text describes Figure 5-25 .

Display Appointments by Date

  1. If any appointments are currently displayed, click Clear.

  2. Click Query. An LOV button displays next to all the fields.

  3. In the Appt. Date field, enter a date or click the Calendar icon and select the date. The appointments for the selected date appear.

Add an Appointment

  1. On the Appointment Schedule window, click Create Record. The Create Record window opens.

    Figure 5-26 Create Record Window

    Surrounding text describes Figure 5-26 .
  2. In the Start field, edit the default date and time as necessary.


    Note:

    If you do not enter a receiving door, the appointment is saved as an unscheduled appointment.

  3. In the Carrier field, enter the carrier code, or click the LOV button and select the carrier.

  4. In the Trailer ID field, enter the ID of the trailer, or click the LOV button and select the trailer.


    Note:

    If you enter a new trailer ID, it is automatically added to RWMS.

  5. In the Mode field, enter the ID of the receiving door, or click the LOV button and select the door.

  6. In the Load Type field, enter the load type for the trailer from the drop-down list.

  7. In the Schd Nbr field, select the schedule number from the drop-down list. This field is enabled only if recv_schedule_nbr is set to Y.

  8. In the Appt Type field, select the appointment type from the drop down list. You can select one of the following types of appointments:

    • FPR with details: To create appointments with PO/Item details using the Flexible Pallet Receiving workflow.

    • FPR without details: To create appointments using only the PO numbers using the Flexible Pallet Receiving workflow.


      Note:

      The FPR without details option is not supported in a Brazilian installation.

    • PO: To create a PO based appointment.

    • ASN: To create an ASN based appointment.

    • NSC: To create an appointment for non-specified casepacks.

    • ASN/NSC: To create an ASN based appointment for non-specified casepacks.

  9. Select the RF User Can Add Details, Scan Case Label and Bypass Apportionment check boxes as necessary.

    • RF User Can Add Details - When this attribute is applied to the FPR process and user the system allows the RF user to receive items on the Purchase Order being received which are not included in the appointment details. This attribute only applies to FPR with Detail appointments.

    • Scan Case Label - When this attribute is applied to the FPR process it checks the Scan Case Label flag on the create appointment header window. You have the ability to toggle the flag for each appointment. When selected, RWMS requests the RF user to scan each individual container (Case) during the receiving process.

    • Bypass Apportionment - When this attribute is applied to the FPR process the Bypass Apportionment flag is automatically set to yes in the create FPR appointment header window. You have the ability to toggle the flag for each appointment. This flag must be selected when receiving merchandise from trusted vendors who deliver complete shipments. When selected, the number of sub-pallets created by pre-distribution is significantly reduced saving labor.


    Note:

    For FPR without details type of appointment, the RF User Can Add Details check box is selected by default and you cannot update it.

  10. If quality assurance or vendor audit checks are to be performed on the appointment at the style level, select the QA and VA check boxes.


    Note:

    You can enter the sampling percentages when you edit the details of an appointment. If the check boxes are not selected, the vendor's default sampling percentages are used by RWMS.

  11. In the Labeled field, select the check box.

  12. From the Asset Confirm field, select Start, During, or End.

  13. Click Save to save the changes and close the Create Record window.

Edit an Appointment


Note:

You cannot edit an appointment which is in Received status.

  1. On the Appointment Schedule window, double-click the appointment that you want to edit. The Modify window opens.

    Figure 5-27 Modify Window

    Surrounding text describes Figure 5-27 .
  2. Edit the enabled fields as necessary.


    Note:

    You can add a schedule number to an existing ASN appointment. RWMS compares the total units for each PO/line item from ASN details to the total units for each PO/line item on the schedule number. If they do not match, you must delete the ASN appointment and create a Non ASN appointment.

  3. Click Save to save any changes and close the Modify window.

Enter Appointment Weight Details

The Appointment Weight Detail Editor allows you to view the weight of specific containers on received shipments.


Note:

This window can also be accessed from the main menu, select Appointments > Appointment Weight Detail.

  1. On the Appointment Schedule window, select the appointment that you want to weight details for.

  2. Click Weight Details. The Appointment Weight Detail window opens.

    Figure 5-28 Appointment Weight Detail Window

    Surrounding text describes Figure 5-28 .
  3. Double click the record you want to update. The Modify window opens.

  4. In the Receipt Weight field, enter the weight of the item.

  5. Click Save to save the changes and close the window.

  6. Click Exit to close the window.

View Door Schedules

Please refer to the section on Maintaining Door Schedules.

View Standing Appointment Editor

Please refer to the section on Maintaining Standing Appointment Editor.

Delete an Appointment

An appointment may be deleted, if the labels have not been printed or the merchandise has been received and reconciled for the appointment.

When the system control parameter recv_schedule_nbr is enabled, when you try to delete an appointment on which nothing has been received, the appointment is deleted and the schedule number is available to create another appointment. You cannot delete the appointment on which items have been received.

  1. On the Appointment Schedule window, select the appointment that you want to delete.

  2. Click Delete Record.

  3. When prompted to delete the record, click Yes.

Exit the Appointment Schedule Window

Click Exit to close the window.

Door Schedule Screen

The Door Schedule Screen allows you to schedule and maintain appointments at receiving doors. Enough time should be allotted to unload the trailer that is assigned to the door. A warning opens if the time period is too short, but you can override the warning.

The window is divided into the following areas:

  • Depending on how the window is accessed, the top part of the window may display details for a scheduled or unscheduled appointment. You can access the Modify window in order to edit the schedule.

  • The bottom part of the window displays the door ID, number of containers, and utilization percentages for the selected date. You can access the Appointments for Door window in order to view the day's activity for a specific door.

You can block out a period of time at a door. This block is viewed by RWMS as a scheduled hold. Appointments cannot be scheduled and merchandise cannot be received during the blocked out time period.

You can display a bar graph of the day's utilization percentages by door.

From the main menu, select Appointments > Door Schedule Screen. The Door Schedule editor opens.

Figure 5-29 Door Schedule Editor Window

Surrounding text describes Figure 5-29 .

Note:

You can also access this window from the following windows: Appointed PO Inquiry, Appointment Detail, Appointment ASN, NSC Appointment Detail, Appointment Schedule, and Unscheduled Appointment Inquiry.

Display Doors by Date

  1. If any doors are currently displayed, click Clear.

  2. In the Date field, enter a date or click the Calendar icon and select the date.

  3. Click Query. The door activity for the specified date displays.

View the Appointments Assigned to a Door

  1. On the Door Schedule tab, click Next Block to move the cursor to the bottom part of the window.

  2. Select the door that you want to view.

  3. Click Details. The day's appointments for the selected door appear in the Appointments for Door window.

    Figure 5-30 Appointments For Door Window

    Surrounding text describes Figure 5-30 .
  4. Click Exit to close the Appointments for Door window.

Edit a Door Schedule


Note:

You can edit the schedule if the fields in the top part of the window are filled in. Whether data appears in that area depends on how you access the window.

  1. On the Door Schedule tab, click Next Block to move the cursor to the top part of the window.

  2. Double-click the Date Time field. The Modify window opens.

  3. Edit the enabled fields as necessary.

  4. Click Save to save any changes and close the Modify window.

Block a Door

  1. On the Door Schedule tab, click Block. The Block window opens.

    Figure 5-31 Block Window

    Surrounding text describes Figure 5-31 .
  2. In the Door field, enter the ID of the door, or click the LOV button and select the door.

  3. In the Start field, enter start date (DD-MON-YYYY) and time (HH:MM:SS) for the block.

  4. In the End field, enter the end date (DD-MON-YYYY) and time (HH:MM:SS) for the block.

  5. Click Save to save the changes or click Exit to close the Block window.

Remove a Block

  1. On the Door Schedule tab, click Next Block to move the cursor to the bottom part of the window.

  2. Select the door that you want to edit.

  3. Click Details. The day's appointments for the selected door appear in the Appointments for Door window.

  4. Select a record where the type is B (Blocked).

  5. Click Delete Appt.

  6. When prompted to delete the record, click Yes.

  7. Click Exit to close the Appointments for Door window.

Delete an Appointment from the Door Schedule

  1. On the Door Schedule tab, click Next Block to move the cursor to the bottom part of the window.

  2. Select the door that you want to edit.

  3. Click Details. The day's appointments for the selected door appear in the Appointments for Door window.

  4. Select the appointment that you want to delete from the door schedule.

  5. Click Delete Appt.

  6. When prompted to delete the record, click Yes.

  7. Click Exit to close the Appointments for Door window.

Exit the Door Schedule Tab

Click Exit to close the window.

FPR PO Assign

The FPR PO Assign editor is used to assign POs to FPR Without Details appointment types. For this appointment type, the vendor has only communicated the POs included on the appointment but has not indicated the items on the shipment. The items are identified during the actual receiving process.

From the main menu, select Appointments > FPR PO Assign.

Figure 5-32 FPR PO Assign Window

Surrounding text describes Figure 5-32 .

Display Open Purchase Orders

  1. If any appointments are currently displayed, click Clear.

  2. Click Query. An LOV button displays next to all the fields.

  3. Use all of the fields (Appt Nbr, Vendor Nbr, PO Nbr, item ID, and so on) to populate the window with the POs on the inbound trailer.

Adding Purchase Orders to Appointment

  1. Use the Query criteria to populate the window with the desired POs for this appointment.

  2. If all of the purchase orders on the window are included on the inbound trailer, click Select All. To clear all of the selected records, click Deselect All .

  3. If you want to select specific POs from the list, you can accomplish this in two ways:

    1. Click Select All and then clear individual POs by selecting the check box in the Select column for that PO.

    2. Select the check box in the Select column for the desired POs.

  4. When the desired POs are selected, click Apply to assign these POs to the appointment.


Note:

Brazil Specific Notes:

The FPR without Details Appointment type is not supported in a Brazilian installation since details are always provided within a Schedule.


Exit the FPR PO Assign Editor

Click Exit to close the window.

NSC Appointment Details

The NSC Appointment Detail allows you to view, add, and delete Purchase Order and item details for NSC (non-specified casepack) type appointments.

From the main menu, select Appointments > NSC Appointment Detail.

Figure 5-33 NSC Appointment Detail Editor Window

Surrounding text describes Figure 5-33 .

Note:

You can access the NSC Appointment Detail window from the Appointment Schedule, PO Inquiry, and Appointment Details windows. Alternatively, you can access NSC Appointment Detail window from the main menu. Select Appointments > NSC Appointment detail.

Add an ASN to NSC Appointment


Note:

ASNs may be added to an appointment that is marked as an NSC type appointment.

  1. On the NSC Appointment Detail window, click Create Record. The Create Record window opens.

    Figure 5-34 Create Record Window

    Surrounding text describes Figure 5-34 .
  2. In the ASN field, enter the ASN number, or click the LOV button and select the ASN.

  3. Click Save to save the changes and close the Create Record window.

View Container Details on an Appointment

  1. On the NSC Appointment Detail window, select the ASN that you want to view in detail.

  2. Click Details. The details of the selected ASN appear in the Details window.

    Figure 5-35 Details Window

    Surrounding text describes Figure 5-35 .
  3. Click Exit/Cancel to close the Details window.

Delete an ASN from an Appointment


Note:

Several records may refer to the same ASN. If you select and delete any one of the ASN records, all the records containing the same ASN are deleted.

  1. On the NSC Appointment Detail window, select the ASN that you want to delete.

  2. Click Delete Record.

  3. When prompted to delete the record, click Yes.

Add a PO/Line Item to an Appointment

  1. On the NSC Appointment Detail window, click Create Record. The Create Record window opens.

  2. In the PO field, enter the PO number, or click the LOV button and select the PO.

  3. In the Item ID field, enter the ID of the item, or click the LOV button and select the item.

  4. In the Unit Qty field, enter the number of units.

  5. Click Save to save the changes and close the Create Record window.

Add a Purchase Order to an Appointment

  1. On the NSC Appointment Detail window, click Add by PO. The Add by PO window opens.

    Figure 5-36 Add by PO Window

    Surrounding text describes Figure 5-36 .
  2. In the PO field, enter the PO number, or click the LOV button and select the PO.

  3. Click Save to save the changes and close the Add by PO window.

Edit a PO/Line Item on an Appointment

  1. On the NSC Appointment Detail window, double-click the PO/line item that you want to edit. The Modify window opens.

  2. Edit the unit quantity as necessary.

  3. Click Save to save the changes and close the Modify window.

Delete a PO/Line Item from an Appointment

  1. On the NSC Appointment Detail window, select the PO/line item that you want to delete.

  2. Click Delete Record.

  3. When prompted to delete the record, click Yes.

Sort Appointment Criteria

  1. On the NSC Appointment Detail window, select the Appt Nbr.

  2. Select the ASN line that you want to sort.

  3. Click Sort Criteria. The Appt Sort window opens.

    Figure 5-37 Appt Sort Window

    Surrounding text describes Figure 5-37 .
  4. To assign processes:

    1. Select the check box next to the desired processes on the Available Sort Criteria table.

    2. Click Assign. The selected processes are moved to the Assigned Sort Criteria table.

  5. To remove assigned processes:

    1. Select the check box next to the desired processes on the Assigned Sort Criteria table.

    2. Click Unassign. The selected processes are moved to the Available Sort Criteria table.

  6. To resequence the assigned criteria:

    1. Select the criteria to be moved.

    2. To move the criteria closer to the top of the list, click Move Up.

    3. To move the criteria closer to the bottom of the list, click Move Down.

  7. Click Save to save the changes and close the Appt Sort window.

Exit the NSC Appointment Detail Window

Click Exit/Cancel to close the window.

Purchase Order Inquiry

The PO Inquiry allows you to view all downloaded purchase orders. You can access the PO Detail window in order to view the items on a purchase order. You can also access the Appointed PO Inquiry window in order to view any appointments that are associated with a purchase order.

From the main menu, select Appointments > PO Inquiry. The PO Inquiry tab opens.

Figure 5-38 PO Inquiry Editor Window

Surrounding text describes Figure 5-38 .

Display one Purchase Order

  1. If any purchase orders are currently displayed, click Clear

  2. Click Query. An LOV button displays next to the PO field.

  3. In the PO field, enter a purchase order number, or click the LOV button and select the purchase order.

  4. Click Search. The selected purchase order opens.

Display all Purchase Orders

Click Search.

View the Details of a Purchase Order

  1. On the PO Inquiry window, select the purchase order that you want to view in detail.

  2. Click Details. The items appear in the Detail window

    Figure 5-39 Details Window

    Surrounding text describes Figure 5-39 .
  3. To view the items on the purchase order:

    1. Click Details. The Stock Order Inquiry editor opens.

      Figure 5-40 Stock Order Inquiry Window

      Surrounding text describes Figure 5-40 .
    2. Click Exit to close the Stock Order Inquiry tab and Details window.

  4. To view appointments that are associated with the purchase order:

    1. Click Appointment. The appointments appear in the Appointed PO Inquiry editor.

      Figure 5-41 Appointed PO Inquiry Editor Window

      Surrounding text describes Figure 5-41 .
    2. Click Exit to close the Appointed PO Inquiry tab.

Exit the PO Inquiry Window

Click Exit to close the window.

Standing Appointment Editor

The Standing Appointment editor allows you to define and view standing appointments. These are appointments created for the future that occur on a routine basis at the same day and same time.

  • The start and end dates specify the length of time that the standing appointment is used.

  • The start and end times specify the expected duration of these appointments.

  • The check boxes for day of the week specify which days are used for these weekly appointments. (Multiple days may apply, for example, Monday, Wednesday, and Friday every week from noon until 1 p.m.)

  • Vendor is a required field and must be selected.

  • Carrier is optional; but if specified, the standing appointment is available only for that vendor/carrier combination.

  • New standing appointments created are always active, but this field can be used to deactivate them prior to expiration.

From the main menu, select Appointments > Standing Appointment Editor. The Standing Appointment Editor opens.

Figure 5-42 Standing Appointment Editor Window

Surrounding text describes Figure 5-42 .

Display All Item Fields

Click Query.

Display a Standing Appointment

  1. If any item fields are currently displayed, click Clear.

  2. Click Query. An LOV button displays next to each field, respectively.

  3. Enter the search criteria.

  4. Click Search. The appointment that matches the search criterion opens.

Create a Record

To create a standing appointment:

  1. On the Standing Appointment Editor window, click Create Record button. The Create Record window opens.

    Figure 5-43 Create Record Window

    Surrounding text describes Figure 5-43 .
  2. Enter required fields.

  3. Click Save.

Delete a Record

To delete a standing appointment:

  1. On the Standing Appointment Editor window, select the item that you want to delete.

  2. Click Delete Record.

  3. When prompted to delete the record, click Yes.

Exit the Standing Appointment Editor Window

Click Exit to close the window.

Unscheduled Appointment Inquiry

The Unscheduled Appointment Inquiry allow you to view unscheduled appointments and then make the determination to schedule or delete them. An unscheduled appointment is an appointment that was entered into RWMS without one or more of the following details: date, time, or receiving door.

From the main menu, select Appointments > Unschedule Appointments Inquiry. All unscheduled appointments appear in the Unschedule Appointments Inquiry tab.

Figure 5-44 Unschedule Appointments Inquiry Window

Surrounding text describes Figure 5-44 .

Edit the Details of an Appointment

  1. On the Unschedule Appointments Inquiry tab, select the appointment that you want to edit.

  2. Click Details. If an ASN is associated with the appointment, the Appointment ASN tab opens; else, the Appointment Detail tab opens.

    Figure 5-45 Appointment Detail Window

    Surrounding text describes Figure 5-45 .

    Figure 5-46 Appointment ASN Window

    Surrounding text describes Figure 5-46 .
  3. Edit the details as necessary.

  4. Click Exit to close the detail window.

Schedule an Appointment

  1. On the Unschedule Appointments Inquiry window, select the appointment that you want to schedule.

  2. Click Door Schedule. The Door Schedule Screen tab opens.

    Figure 5-47 Door Schedule Tab Window

    Surrounding text describes Figure 5-47 .
  3. Click Next Block, if necessary, to move the cursor to the top part of the window.

  4. Double-click the Date Time field. The Modify window opens.

    Figure 5-48 Modify Window

    Surrounding text describes Figure 5-48 .
  5. Enter the missing details as necessary.

  6. Click Save to save the changes and close the Modify window.

  7. Click Exit to close the Door Schedule window.

Delete an Appointment

  1. On the Unscheduled Appointment Inquiry window, select the appointment that you want to delete.

  2. Click Delete Record.

  3. When prompted to delete the record, click Yes.

Exit the Unscheduled Appointment Inquiry Window

Click Exit to close the window.