Change a tickler

Select Change for a tickler to advance to the Change Tickler Screen.

Delete a MN tickler

Select Delete for a tickler to delete it.

You can only delete MN (manually created) ticklers.

Display a tickler

Select Display for a tickler to advance to the Display Tickler screen. See the Change Tickler Screen for more information.

Release the order associated with the tickler from hold

Select Release for a tickler to advance to the Release Reason Prompt Pop-Up Window (order header hold), Release Recipient Hold Reason Pop-Up Window (recipient hold), and/or Release Order Payment Method Window (pay type hold).

If you release an order from hold for an HO tickler, the system automatically resolves the tickler. Also, the system evaluates any other ticklers associated with the order to determine if they can be resolved.

If you select Release for a tickler not associated with a held order, an error message indicates: Order not on hold.

If you select Release for a tickler not associated with an order, an error message indicates: Tickler not eligible for this option.

Note: You must have authority to the Release Held Orders (ERHO) menu option to release the order from hold.

Select a tickler to work on

Select In Process for a tickler to change the status of the tickler from open (O) to in process (I).

You can only select to work with a tickler that is in an open status; if you select In process for a tickler that is in an in process (I) or resolved (R) status, an error message indicates: Tickler status cannot be changed - resolved or already in process.

Selecting this option automatically assigns the tickler to the user and creates a tickler history record. If you are on the Workflow Management screen (supervisor view), the tickler is cleared from the screen; you can view the tickler on the Workflow Management screen (all ticklers view) or in the Working with Tickler Users/User Groups (WTIC) menu option.

Enter or review tickler work notes

Select Notes for a tickler to advance to the work notes screen, based on the note type defined for the tickler.

Note type A advances you to the Edit Customer Actions Window.

Note type B advances you to the Work with Bill To Notes Screen.

Note type O advances you to the Work with Order Messages Screen.

Note type S advances you to the Edit Customer Notes Screen.

Note type T advances you to the Work with Tickler Notes Screen.

Review the tickler source

Select Detail for a tickler to advance to the source screen, based on the tickler event associated with the tickler.

BO, CO, HO, NO, OO, SO, UP, VP, and WF ticklers advance you to the Order Inquiry Header Screen.

You cannot view the source for MN ticklers: Requested tickler has no source reference.

Review tickler history

Select History for a tickler to advance to the Work with Tickler History Screen.

Resolve a tickler

Select Resolve for a tickler to advance to the Resolve Tickler Window.

Review procedures for a tickler

Select Procedure for a tickler to advance to the Work with Tickler Event Rule Procedure Screen.

You cannot add or change tickler procedures when you advance from the Work with Tickler screen.

You cannot review procedures for MN ticklers.

Toggle between viewing all ticklers or ticklers for a tickler supervisor group

Select All or Supervisor. The system toggles between displaying:

• all ticklers (the word ALL displays at the top right of the screen).

• ticklers assigned to the user’s tickler supervisor group (the supervisor group ID and description displays at the top of the screen).

If the user is associated with more than one supervisor group, you advance to the Select User Tickler Group Screen.

If the user is not associated with a tickler supervisor group an error message indicates: Current user is not associated with any group.

Create a tickler for the MN (manually created) tickler event

Select Create to advance to the Create Tickler Screen.

Note: To create a MN tickler, you must have authority to the Create Manual Tickler (B13) secured feature and the MN tickler event must be active.

Toggle between displaying ticklers in LIFO sequence (last in, first out; meaning newest to oldest) or FIFO sequence (first in, first out; meaning oldest to newest)

Select LIFO or FIFO. The word LIFO or FIFO displays in the top left corner of the screen, depending on which tickler order you are viewing.

Toggle between displaying ticklers in a current status or future status

Select Current/future. The word CURRENT or FUTURE displays in the top right corner of the screen, depending on which ticklers you are viewing.

Review the number of ticklers in the work queue, based on the selection criteria you have defined

Select Count to advance to the Current Tickler Count Window.

Review ticklers for a selected tickler supervisor group

Select Select Group to advance to the Select User Tickler Group Screen.

This option is available only when you are viewing tickles in a tickler supervisor group work queue.

Toggle between displaying open and in process ticklers or resolved ticklers

Select Open/resolved. The system toggles between displaying:

• ticklers in an open (O) or in process (I) status.

• ticklers in a resolved (R) status.

Reassign ticklers to another user/user group

Select Reassign to advance to the Reassign Tickler window.

Print the Tickler Listing By Current User/Group report

Enter a Supervisor group, User group, or User and select List. The system displays the message Job TKL_LIST submitted to job queue QBATCH and generates the Tickler Listing by Current User/Group report. This report lists the ticklers assigned to the specified user or group.

Note: The error message A user, user group, or supervisor group must be entered first displays if you do not indicate the user or group for which you wish to generate the report.