Installation Options - Mobile Inventory

INSTALLATION_MIN

Set Up Financials/Supply Chain, Install, Installation Options

Establish Mobile Delivery installation options.

User Preferences - Mobile Inventory

MIN_USER_TASK_OPT

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Mobile Inventory

Establish Mobile Delivery user preferences options. You can use this page to default all user preferences to those defined in the installation options.

Business Unit Options

BUS_UNIT_TBL_PM2

Set Up Financials/Supply Chain, Business Unit Related, Purchasing, Purchasing Definition, Business Unit Options

Determine if a signature is required from the individual receiving a delivery for the receiving business unit.

See Creating Business Unit Options.

Delivery Feedback

MIN_DLV_FEEDBACK

Set Up Financials/Supply Chain, Product Related, Inventory Mobile, Setup Delivery Feedback

Set up delivery feedback codes and descriptions.

Delivery Signature Required

Select to indicate that the mobile application requires a signature of the person receiving the delivery. When this option is selected, the Perform Delivery page requires a signature.

See Adding a Signature to a Delivery.

Rows Displayed

Enter the maximum number of rows that you want to display in the tables for the Mobile Delivery task flow.

Display Lookups

Select this check box to display the Lookup icon for all the search fields Delivery pages on the mobile device. The Lookup icon enables you to view a list of options and select one.

Display Description

Select to display the item descriptions on the Delivery pages on the mobile device.

Note. The system ignores this setting when an item is a description only item.

Display Filter Related Fields

Select to display the Filter field and Filter and Clear buttons on Mobile Delivery pages. Deselect the check box to remove the filter functionality from the pages.

Display Show/Hide in tables

Select to display the Hide and Show links or icons on delivery pages. You can expand and collapse additional item information sections using the links.

Auto Add Search Results

Select to indicate that when a search is performed for the task flow, then all matching receipt distribution lines are automatically added to the delivery.

Save Delivery Document

Select to indicate that the Delivery Document field is to remain populated after a delivery is saved.

Default Delivered To

Select to indicate that the Mobile Delivery task flow should attempt to provide a default value for the Delivered To field that is based on a hard-coded hierarchy of fields.

If this check box is selected, the system defaults the Delivered To field to:

• The Attention To field, if it is the same across all receipt distribution lines in the delivery, then;

• If the Attention To field value isn't the same across all delivery lines, the system defaults the Delivered To field to the Requester Name field, if the field is the same across all receipt distribution lines in the delivery, then;

• If the Requester Name field isn't the same across all delivery lines, the system defaults the Delivered To field to the Location field, if it is the same across all receipt distribution lines in the delivery, then;

• If none of the three fields are the same, the system does not provide a default value for the Delivered To field. Select how you want to define the ascending order in which items and locations are sorted on the Select Items for Delivery page in the Mobile Delivery task flow.

Select Items Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Select Items for Delivery page in the Mobile Delivery task flow.

Valid values include:

• Item ID: Select to sort items and locations on the Select Items for Delivery page by item ID. This is the default value for the installation options.

• Deliver To: Select to sort items and locations on the Select Items for Delivery page by the requester.

Perform Delivery Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Perform Delivery page in the Mobile Delivery task flow.

Valid values include:

• Item ID: Select to sort the items and locations on the Perform Delivery page by item ID. This is the default value for the installation options.

• Deliver To: Select to sort the items and locations on the Perform Delivery page by the requester.

Filter All Alternate Items

Select to indicate that you want the system to search through all possible alternate items when filtering a table. If an alternate item identifier is entered in the Filter field, the item ID (MASTER_ITEM_TBL) that matches the alternate is shown in the table.

Deselect to indicate that the system should not use alternate item identifiers to filter the table. This can improve system performance for the task flow.

Feedback Code

Enter a feedback code for use with the Mobile Delivery task flow. The field value must be numeric and is limited to three numbers.

Delivery Feedback

Enter a description for the feedback code. When mobile device users make the deliveries, they can select the Delivery Feedback link to view and select the codes and their descriptions that you define on this page.

Delivery

Mobile Inventory, Delivery

Search for items to add to a delivery.

Select Items for Delivery

Mobile Inventory, Delivery, and click the Search button on the Select Items for Delivery page

Select items for delivery.

Select Delivery Option

From the select items for Delivery page, click the Add to Delivery button

Select a delivery option.

Select Items for Delivery: Comments

Mobile Inventory, Delivery. Click the Comments icon from one of these pages:

• Select Items for Delivery

• Perform Delivery

• Delivery: Attempt Feedback

View delivery comments.

Perform Delivery

Mobile Inventory, Delivery. Click the Add to Delivery link on the Select Items for Delivery page, and then click the Perform Delivery link.

Perform delivery of Mobile Inventory items.

Delivery - Delivery Feedback

Click the Delivery Feedback link on the Delivery page

Provide delivery feedback.

Perform Delivery - Signature

Mobile Inventory, Delivery. Click the Add to Delivery link on the Select Items for Delivery page, click the Perform Delivery link, and then click the Signature link.

Add a signature to a delivery.

Perform Delivery - Attempt Feedback

Mobile Inventory, Delivery. Click the Add to Delivery link on the Select Items for Delivery page, and then click the Attempt Delivery link.

Record delivery attempts.

Unit

Displays the user's default business unit. Depending on the search criteria that you entered, the unit could be the receiving or purchasing business unit.

Delivery Document

Enter a delivery document on which to base the search. The document could be, for example, a receipt number, purchase order number, a pro number, such as a tracking number, or a delivery cart number. You can enter a receipt or purchase order without the leading zeros and the system can find the value; for example, to find the receipt number 000000115 you can enter 115.

If the Save Delivery Document check box is selected on the Installation Options - Mobile Inventory page, or the User Preferences - Mobile Inventory page. for the task flow, then this field remains populated after clicking the Save button.

Search

Click to search for items matching the criteria that you enter. The system displays the matching receipt distribution lines Receipts in a Closed or Cancelled status are not included in the returned lines. The Search feature is also initiated when you tab out of the Delivery Document field.

Advanced Search

Click to enter advanced search criteria for receipt lines. For example you can define specific item IDs, receipt dates, and requesters.

See Advanced Search.

Options

Click to expand the Options table where you can define processing display options for receipt delivery searches.

Receipt

Enter a receipt number on which to base a search for receipts. A receipt must exist in order to deliver items. You can enter a receipt without the leading zeros and the system can find the value; for example, to find the receipt number 000000115 you can enter 115.

Delivery Cart

Select a delivery cart on which to base the search. When doing a search for this field, the system displays all active delivery carts for the receiving business unit.

Item

Select a PeopleSoft system item ID on which to base the receipt search. You can use the Lookup icon to locate and select an item ID.

After entering an alternate identifier in this field, the system may change the value depending on the option selected in the Alternate Item Display field on the Options page for the task flow.

See Setting Up Alternative Item Identifiers.

PO Unit (purchase order unit)

Enter a purchase order business unit on which to base a receipt search. The business unit and purchase order business unit must be setup as matching. You can use the Lookup icon to locate and select a business unit.

PO ID (purchase order ID)

Select a purchase order on which to base a search for receipts. The search result will include receipts for the purchase order that you enter. You can enter a purchase order without the leading zeros and the system can find the value; for example, to find the purchase order 000000115 you can enter 115.

A purchase order unit is required for the PO ID Lookup icon to work. You can use the Lookup icon to locate and select a purchase order ID.

Ship To

Select a ship to location to reduce the search to just that location and any other selection criteria that you enter. You can use the Lookup icon to locate and select a ship to location.

Receipt Date

Enter a specific receipt date on which to base the item search. The date must be entered in the correct format. The system only displays the receipts created on or before the date that you enter.

Attention To

Enter the person on which to base your search for items to deliver. The system retrieves the purchase order receipt lines that match the attention to person you enter. You can also use the Lookup icon to locate and select the attention to user

Location

Select the location for which you want to search for receipt lines to deliver. You can use the Lookup icon.

Requester

Select the requester for whom you want to search for receipt lines to deliver. You can use the Lookup icon.

Pro Number (progressive number)

Select the progressive number on which to base the search for receipt lines to deliver. The system provides the receipt line with that progressive number. It's possible to have multiple Pro numbers on a receipt.

If you perform a search based on the Pro number, the Mobile Delivery component retrieves all the receipt distribution lines that have a parent line with that Pro number associated to it.

Rows to Display

Enter the number of rows that you want to display for the current session. When you collapse the Options table, the system saves the information you entered and uses it for this session.

Select Items Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Select Items for Delivery and Advanced Search Results pages in the Mobile Delivery application.

Valid values include:

• Item ID: Select to sort items and locations on the Select Items for Delivery page by item ID. This is the default value for the installation options.

• Deliver To: Select to sort items and locations on the Select Items for Delivery page by the requester.

Perform Delivery Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Perform Delivery page in the Mobile Delivery application.

Valid values include:

• Item ID: Select to sort the items and locations on the Perform Delivery page by item ID. This is the default value for the installation options.

• Deliver To: Select to sort the items and locations on the Perform Delivery page by the value in the Deliver To field.

Default Delivered To

Click to indicate that the Mobile Delivery application should attempt to provide a default value for the Delivered To field that is based on a hard-coded hierarchy of fields.

See Establishing Mobile Delivery Installation Options.

Display Description

Select to display the item description on the Delivery pages for the session.

Display Show/Hide in tables

Select to display the Show and Hide links on the Select Items for Delivery page after you perform the search. These values enable you to expand and collapse additional information sections for items.

Display Filter

Select to display the Filter field and the Filter and Clear buttons on the Select Items for Delivery page after you perform the search and on the Perform Delivery page. Deselect the check box to remove the filter functionality from the Delivery pages.

Display Lookups

Select to show Lookup icons on the Delivery pages.

Auto Add Search Results

Select to indicate that when a search is performed for the task flow, then all matching receipt distribution lines are automatically added to the delivery.

Save Delivery Document

Select to indicate that:

• In the Delivery mobile application, the Delivery Document field is to remain populated after a delivery is saved.

• In the Delivery Cart mobile application, the Delivery Document field is to remain populated after items are added to a delivery cart.

Signature Required

Displays the option selected in the Delivery Signature Required field on the Installation Options – Mobile Inventory or the Business Unit Options page for the Purchasing Business Unit. This field cannot be changed.

Filter All Alternate Items

Displays the option selected on the Installation Options – Mobile Inventory or the User Preferences - Mobile Inventory page. This field cannot be changed.

If this option is selected, then the system searches through all possible alternate item identifiers when filtering a table. If an alternate item identifier is entered in the Filter field, then the item ID that matches the alternate is displayed in the table.

If this option is not selected, then the system does not use alternate item identifiers to filter the table. This can improve system performance for the task flow.

Filter (field)

Enter a value by which to filter receipt distribution lines. You can filter by item ID, manufacturer item ID, vendor item ID, item description, delivery document, deliver to, attention to, or location fields. You can enter a complete or a partial value. The Filter field is not case sensitive.

Filter (button)

Click to filter the list based on the Filter field value.

Clear

Click to remove the effects of the filter. Or, you can delete the filtering criteria from the Filter field and tab out of the field.

Expand (right arrow)

Click the Expand icon to view additional details about a receipt distribution line. The details include the distribution date, requester, due date, stocking UOM, ship to, and specific location information. Click the arrow icon again to hide the additional details.

If the Attention To value from the receipt distribution line is displayed in the Deliver To field, then the Requestor is displayed in the expanded section.

Note. Depending on mobile device view or screen settings, Show and Hide links can appear as right and down arrows.

Collapse (down arrow)

Click the Collapse icon to hide additional details about a receipt distribution line.

Sel (select)

Select to choose an item to add to the delivery. The default value is selected. When you click the Add to Delivery button, the system disables the Sel check box.

Item ID

Displays the item that was returned from the search. If you selected the Display Description check box, the description also appears with the item. If the item is configured, the configuration code is displayed instead of the description.

Also, if the item is a description only item, such as the item does not have an ID, then the description is displayed, regardless of the display description option.

Qty (quantity)

Displays the distribution quantity and the vendor's unit of measure.

Deliver To

Displays the name in which the item should be delivered.

If the Attention To field is populated on the receipt distribution line, then this field is populated with the value in the Attention To field.

If the Attention To field is not populated on the receipt distribution line, then this field is populated with the value in the Requester field.

Comments

Click to view any purchase order or receipt comments associated with the receipt line. Comments exist when the icon appears.

Select All

Click to select all of the items in the list. The system adds all selected items to the delivery when you click the Add to Delivery button.

Deselect All

Click to deselect all of the items in the list.

Add to Delivery

Click to add the selected items to deliver and disable them in the search results. When you add items to the delivery, the system displays the Perform Delivery link, which indicates how many items were added to the delivery, and then resets the Select Items for Delivery page.

If no items were selected when the Add to Delivery button is used, then the system displays a warning message that no items were selected.

To perform the delivery, click the Perform Delivery link and the system provides the Perform Delivery page where you can add delivery feedback and select to deliver the items.

Note. If a receipt distribution line is selected, but it is hidden based on the value in the Filter field, the line is not added to the delivery when you click the Add to Delivery button.

Perform Delivery

Click to access the Perform Delivery page where you can complete the delivery process. The link also indicates how many items have been added to the delivery after you add items to the delivery.

You can return to this page and add more items to the delivery list. The system updates the Perform Delivery link to count the additional items.

See Performing Delivery of Mobile Inventory Items.

Attempt Delivery

Click to access the Attempt Delivery page where you can record a delivery that was not successful. The link also indicates how many items have been added to the delivery attempt after you add items to the delivery.

You can return to this page and add more items to the delivery and attempt delivery list. The system updates the Attempt Delivery link to count the additional items.

See Recording Delivery Attempts.

Delivered To

Enter a value to define an employee name, employee ID, employee initials or a location to which the items are being delivered. You can type this information or scan a bar code, such as an employee badge number or a location bar code.

Note. The system populates the Delivered To field if the Default Delivered To check box is selected and the lines added to the delivery meet the necessary criteria, such as having the same attention to, requester or location.

The description of the Delivered To field is displayed below if it is in the system.

Delivery Feedback

Click to enter feedback about the delivery.

See Providing Delivery Feedback.

Signature

Click to open the signature area where you can capture and record a signature for the delivery.

See Adding a Signature to a Delivery.

Options

Click to access task flow options that were defined on the Installation Options - Mobile Inventory or the User Preferences - Mobile Inventory page. Any changes applied to the Options page are temporary and only for the current session.

Filter (field and button)

Use the Filter feature to limit your existing search results to rows that meet your criteria. This feature reduces the original search results to a smaller number of rows so that you can focus on your area of interest.

Click the Filter button to apply your filter value to the existing search results and display only the rows that match your filter. The filter feature is also initiated when you tab out of the Filter field.

Note. The Filter feature is applied to the existing search results and does not perform another search on data within PeopleSoft.

Save

Click to deliver the items that appear in the list at the bottom of this page. As part of saving the delivery, the current date, time, and user ID of the person performing the delivery are recorded in the delivery transaction history table. When the delivery is complete, the system displays the Delivery Saved page.

Click the OK button to return to the Select Items for Delivery page where you can search for another receipt.

If the Save Delivery Document check box is selected on the Installation Options - Mobile Inventory page, or the User Preferences - Mobile Inventory page for the task flow, then the Delivery Document field remains populated after clicking the Save button.

Return to Select Items

Click to return to the Select Items for Delivery page where you can add more items to the delivery.

Show icon (right arrow)

Click Show icon to view additional details about a receipt distribution line. The details include the due date, specific location information, and the stocking unit of measure.

Hide icon (down arrow)

Click Hide icon to hide additional details about a receipt distribution line.

Item ID

Displays the item that was returned from the search. If you selected the Display Description check box, the description also appears with the item.

If the item is configured, the configuration code is displayed instead of the description. Also, if the item is a description-only item, such as not having an item ID, then the description is displayed, regardless of the display description option.

Qty (quantity)

Displays the distribution quantity and the vendor's unit of measure.

Deliver To

Displays the name in which the item should be delivered.

If the Attention To field is populated on the receipt distribution line, then this field is populated with the value in the Attention To field.

If the Attention To field is not populated on the receipt distribution line, then this field is populated with the value in the Requester field.

Comments

Click to view any purchase order or receipt comments associated with the receipt line. Comments exist when the icon is displayed.

Delete

Click to delete the current item from the delivery.

Delivery Feedback Code

Select a code that automatically updates the Delivery Feedback field. Codes are defined in the PeopleSoft system Delivery Feedback component.

Delivery Feedback

If you selected a feedback code for the delivery, the text appears in this field. You can also enter additional comments that you have related to the delivery of the receipt line items.

After you deliver the item, the comments are recorded in the Delivery Feedback field in the Maintain Delivery Component in the PeopleSoft system. To view the comments, select Purchasing, Receipts, Maintain Delivery Information.

(signature area)

The person accepting the delivery uses this area to enter their signature.

Clear

Click this button to clear a signature.

Code

Select a code that automatically updates the Feedback field. Codes are defined in the PeopleSoft system Delivery Feedback component.

Feedback

If you selected a feedback code for the attempted delivery, the text appears in this field. You can also enter additional comments that you have related to the attempted delivery.

The Code field is not required to enter free-form text into the Feedback field.

Save Attempt

Click to record the attempted delivery. When deliveries attempts are saved, the system displays a message indicating that the attempt is saved. Click the OK button to return to the Select Items for Delivery page.

Delivery attempts are saved to the delivery transaction history table with a transaction type of Delivery Attempted. Delivery attempts can be viewed on the Delivery Life Cycle page.

Delivery Detail

RECV_DEL_INQ_DTL

Purchasing, Receipts, Review Receipt Information, Delivery Inquiry.

Review delivery information for a receipt.

See Reviewing Detailed Delivery Information for a Receipt.

Life Cycle Inquiry

RECV_DEL_INQ_CYCLE

Purchasing, Receipts, Review Receipt Information, Delivery Inquiry. From the Delivery Detail page, click the Delivery Life Cycle link.

View the life cycle of a delivery.

Delivery Location

RECV_DELIVERY1

Purchasing, Receipts, Maintain Delivery Information

Review and maintain delivery information.

See Accessing Delivery Information.

Installation Options - Mobile Inventory

INSTALLATION_MIN

Set Up Financials/Supply Chain, Install, Installation Options, Mobile Inventory. Select the Delivery Cart task flow.

Establish mobile delivery cart installation options.

User Preferences - Mobile Inventory

MIN_USER_TASK_OPT

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Mobile Inventory. Select the Delivery Cart task flow.

Establish mobile delivery cart user preferences.

Setup Delivery Cart

DELIVERY_CART

Set Up Financials/Supply Chain, Product Related, Mobile Inventory, Setup Delivery Cart

Define delivery carts in PeopleSoft.

Delivery Cart: Search

(not applicable)

Mobile Inventory, Delivery Cart.

Search for delivery carts.

Delivery Cart - Options

(not applicable)

Mobile Inventory, Delivery Cart. Click the Options link

Modify delivery cart options.

Delivery Cart

(not applicable)

Mobile Inventory, Delivery Cart

Maintain delivery cart items.

Add Items

(not applicable)

Mobile Inventory, Delivery Cart. On the Delivery Cart: Search page, search for and select a cart. If items exist on the cart, click the Add Items link from the Delivery Cart page. If items do not exist on the cart, the system displays the Add Items page

From the Delivery Cart page, use the Advanced Search, the Delivery Document, or both features to search for items to add to the delivery cart.

From the Add Items page, search for a delivery document that contain the items that you want to add to the delivery cart.

Add items to a delivery cart.

Comments

(not applicable)

Mobile Inventory, Delivery Cart.

From the Add Items page or the Delivery Cart page, click the Comments icon.

View delivery cart comments.

Rows Displayed

Enter the maximum number of rows that you want to display in the tables for the Mobile Delivery Cart task flow.

Display Lookups

Select this check box to display the Lookup icon for all the search fields on Delivery Cart pages on the mobile device. The Lookup icon enables you to view a list of options and select one.

Display Description

Select to display the item descriptions on the Delivery Cart pages on the mobile device.

Note. The system ignores this setting when an item is a description only item.

Display Filter Related Fields

Select to display the Filter field and Filter and Clear buttons on Mobile Delivery Cart pages. Deselect the check box to remove the filter functionality from the pages.

Display Show/Hide in tables

Select to display the Hide and Show links or icons on Delivery Cart pages. You can expand and collapse additional item information sections using the links.

Auto Add Search Results

Select to indicate that when a search is performed for the task flow, then all matching receipt distribution lines are automatically added to the delivery.

Save Delivery Document

Select to indicate that the Delivery Document field is to remain populated after items are added to a delivery cart.

Add Items Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Add to Cart page in the Mobile Delivery Cart task flow.

Valid values include:

• Item ID: Select to sort items and locations by item ID.

• Deliver To: Select to sort items and locations by the value in the Deliver To field.

Delivery Cart Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Delivery Cart page in the Mobile Delivery Cart task flow.

Valid values include:

• Item ID: Select to sort items and locations by item ID.

• Deliver To: Select to sort items and locations by the value in the Deliver To field.

Filter All Alternate Items

Select to indicate that you want the system to search through all possible alternate items when filtering a table. If an alternate item identifier is entered in the Filter field, the item ID that matches the alternate is shown in the table.

Deselect to indicate that only the item ID is to be used for filtering, which also improves system performance.

Status

Select a status of Active or Inactive. Active carts can be used with a mobile device. Inactive carts do not appear on mobile devices.

When setting up a new delivery care, this field automatically defaults to Active.

Cart Owner

Select the User ID of the individual who owns the cart. This field defaults to the user who is signed into the system.

Delivery Cart

Enter an active delivery cart on which to base the search. Then, tab out of the field or click the Search button to display a list of carts that match your search criteria. If you leave this field blank and click the Search button, then the system returns all delivery carts for the business unit.

Search

Click this button to search for active delivery carts that match the criteria that you enter. The system displays the matching carts. The search is also initiated when you tab out of the Delivery Cart field.

Filter All Alternate Items

Displays the option selected on the Installation Options – Mobile Inventory page or the User Preferences – Mobile Inventory page.

If this option is selected, then the system searches through all possible alternate item identifiers when filtering a table. If an alternate item identifier is entered in the Filter field, then the item ID that matches the alternate is displayed in the table.

If this option is not selected, then alternate item identifiers cannot be used to filter the table.

Filter (field)

Enter a value by which to filter items on the cart. You can filter by the Item ID, Manufacturer Item ID, Vendor Item ID, and Delivery To fields. You can enter complete or a partial value. This field is not case sensitive.

Filter (button)

Click to filter the list based on the value entered in the Filter field.

Clear

Click to remove the effects of the filter. Or, you can delete the filtering criteria from the Filter field and tab out of the field.

Comments

Click to view any purchase order or receipt comments associated with the receipt line. Comments exist when the icon appears.

Delete

Click to remove one item from the cart.

Delete All

Click to remove all items from the cart.

Add Items

Click to access the Add Items page where you can add items by delivery document or search for items to add to the cart.

Save

Click to save item modifications to a cart. When item modifications are saved, the system displays a message indicating that the cart is saved. Click the OK button to return to the Delivery Cart: Search page.

After adding items to a cart, you must return to this page and click the Save button to save the items to the cart.

A transaction is written to the delivery transaction history table:

• If items are added to a delivery cart, then the transaction type is Added to Delivery Cart, and can be viewed on the Life Cycle Inquiry page.

• If items are removed from a delivery cart, then the transaction type is Removed from Delivery Cart, and can be viewed on the Life Cycle Inquiry page.

If the Save Delivery Document check box is selected on the Installation Options - Mobile Inventory page, or the User Preferences - Mobile Inventory page. for the task flow, then the Delivery Document field remains populated after items are added to the delivery cart.

Return to Search

Click to access the Delivery Cart: Search page if returning from the cart saved confirmation message, or to access the Delivery Cart: Search Results page if returning from the Delivery Cart page.

Delivery Cart

Displays the cart in which you selected from the Delivery Cart: Search page.

Delivery Document

Enter or scan a bar code for a delivery document on which to base the search. Then tab out of the field or click the Search button.

The document can be a receipt number, purchase order number, or a pro number such as a tracking number. Receipt or purchase order numbers can be entered without leading zeros. For example, to find receipt number 000000115, you can enter 115.

If the Auto Add Search Results check box is selected on the Delivery Cart: Options page, the system adds all receipt distribution lines from receipts that have a status other than Closed or Cancelled, match the selection criteria, and are not assigned to another delivery cart.

If the Save Delivery Document check box is selected on the Installation Options - Mobile Inventory page, or the User Preferences - Mobile Inventory page. for the task flow, then this field remains populated after items are added to the delivery cart.

Advanced Search

Click to enter advanced search criteria for receipt lines. For example, you can define specific item ID's, receipts dates, and requesters. This page works the same as the advanced search feature for Mobile Inventory Deliveries.

See Advanced Search.

Options

Click to access the Delivery Cart: Options page.

See Modifying Delivery Cart Options.

View Cart

Select to view items that exist on a cart. The number in parenthesis indicates the number of items that exist on the cart. This link is not displays if no items exist on the cart.

Return to Search

Click to return to the Delivery Cart: Search page, that displays the Search Results.

Filter (field)

Enter a value by which to filter receipt distribution lines. You can filter by item ID, manufacturer item ID, vendor item ID, item description, delivery document, deliver to, attention to, or location fields. You can enter a complete or a partial value. The Filter field is not case sensitive.

Filter (button)

Click to filter the list based on the Filter field value.

Clear

Click to remove the effects of the filter. Or, you can delete the filtering criteria from the Filter field and tab out of the field.

Expand (right arrow)

Click to display additional item information.

Collapse (down arrow)

Click to close the additional item information.

Sel (select)

Select to choose an item to add to the delivery. The default value is selected. When you click the Add to Cart button, the system disables the Sel check box.

(select all)

Click to select all of the items in the list. The system adds all selected items to the cart when you click the Add to Cart button.

(deselect all)

Click to deselect all of the items in the list.

Add to Cart

Click this button to add selected items to the cart and update the View Cart link to reflect the number of items on the delivery cart.

Important! This does not save the items to the cart.

To save items to a cart, you must click the View Cart link, which displays the Deliver Cart page. On the Delivery Cart page, you must click the Save button to save the items to the cart.

Receipt Delivery

RUN_POY5030

Purchasing, Receipts, Reports, Receipt Delivery

Print a delivery report.