Chapter 99: Working with Tickler User Groups (WTUG) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 101: Working with Tickler Resolution Reasons (WTRR) |
Chapter 100: Working with Tickler Category (WTCT)
Purpose: Use this menu option to create, change, or delete a tickler category.
Tickler categories allow you to group ticklers by the event or event rule associated with the tickler. When you define settings for a tickler event or event rule, you can define the tickler category to assign to the ticklers created for the event/rule. You can scan for ticklers by tickler category at the Work with Tickler Screen (user/group view) (tickler users) and Workflow Management Screen (tickler supervisors).
Example: To view only ticklers created for a specific HO rule, create a tickler category for each HO rule you create. This way you can view all ticklers created for HO rule 1 (pay type hold reason is AT) versus ticklers created for HO rule 2 (order hold reason is SF). In this example, tickler category for rule 1 may be HAT and tickler category for rule 2 may be HSF.
In this chapter:
• Work with Tickler Category Screen
• Create Tickler Category Screen
• Change Tickler Category Screen
For more information:
• Workflow Management Overview and Setup.
• Working with Tickler Events (WTEV)
Work with Tickler Category Screen
Purpose: Use this screen to create, change, or delete a tickler category.
How to display this screen: Enter WTCT in the Fast path field or select Work with Tickler Category from a menu.
MSR1306 DISPLAY Work with Tickler Category 7/11/02 9:16:44 KAB Co.
Opt Cat Description
Type options, press Enter. 2=Change 4=Delete
HAT HELD ORDERS: DECLINED CREDIT CARD HAV HELD ORDERS: AVS ORDER HOLD HBD HELD ORDERS: BALANCE DUE HCF HELD ORDERS: CREDIT CARD FRAUD HDH HELD ORDERS: DOLLAR HOLD HO HELD ORDERS UDS UNCONFIRMED PICKS: DROP SHIP UP UNCONFIRMED PICKS URG UNCONFIRMED PICKS: REGULAR USH UNCONFIRMED PICKS: SPECIAL HANDLING
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
Field |
Description |
Cat (Category) |
A code for a tickler category, used to group ticklers. Alphanumeric, 3 positions; optional. |
Description |
The description of the tickler category. Alphanumeric, 40 positions; optional. |
Screen Option |
Procedure |
Create a tickler category |
Press F6 to advance to the Create Tickler Category Screen. |
Change a tickler category |
Enter 2 next to a tickler category to advance to the Change Tickler Category Screen. |
Delete a tickler category |
Enter 4 next to a tickler category to delete it. Note: The system allows you to delete a tickler category that is currently assigned to a tickler event, event rule, or open or in process tickler. |
Create Tickler Category Screen
Purpose: Use this screen to create a tickler category.
How to display this screen: Press F6 at the Work with Tickler Category Screen.
MSR1307 ENTER Create Tickler Category 7/11/02 9:22:22 KAB Co.
Category . . . . . . Description . . . . .
F3=Exit F12=Cancel |
Field |
Description |
Category |
A code for a tickler category, used to group ticklers. You cannot create a duplicate tickler category: Tickler Category already exists. The system considers a tickler category a duplicate if the category code is used for another tickler category. Alphanumeric, 3 positions. Create screen: required. Change screen: display-only. |
Description |
A description of a tickler category. Alphanumeric, 40 positions; required. |
Change Tickler Category Screen
To change: Enter 2 next to a tickler category at the Work with Tickler Category Screen to advance to the Change Tickler Category screen. You can change the description. See Create Tickler Category Screen for field descriptions.
Chapter 99: Working with Tickler User Groups (WTUG) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 101: Working with Tickler Resolution Reasons (WTRR) |
SO12_03 CWDirect 18.0 August 2015 OTN