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