Processing Deliveries Using the PeopleSoft Fluid User Interface on Mobile Devices

Delivery - Fluid Search Page

our repository Search for items to add to a delivery.

Delivery - Fluid Add Item to Delivery Page

Search for and add more Items for delivery.

Delivery - Fluid Perform Delivery Page

Perform or attempt delivery of items.

Business 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.

Advanced Search

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

Receipt Number

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. On searching, the system displays all active delivery carts for the receiving business unit.

Item ID

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 Number

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 Number Lookup icon to work. You can use the Lookup icon to locate and select a purchase order number.

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.

Received 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.

Delivery Done?

Set this toggle button to Yes or No to search for items by their delivery status.

If Delivery Done? is yes, the search result displays the items that were delivered. If No is selected, the search result displays the items that were not delivered.

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.

Click to deselect all of the items in the list.

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 View Delivery button with the number of items added to the delivery, and then resets the Delivery page.

View Delivery

Click to open the Delivery — Fluid Perform Delivery page.

Exit

Click to discard changes and exit to the Delivery — Fluid Search page.

Find

Enter data to filter by.

Action

Use the toggle the switch to modify the option. The available actions are :

1. Delivery

2. Attempt Delivery

Delivered To

Enter the employee name. The employee information needs to be entered manually, since the MIN_ATTN_TO table searches for only the Employee ID and Badge details.

You can also scan a bar code, such as an employee badge number or a location bar code. If you change this value all lines in the delivery change accordingly.

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.

Signature

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

Comments & Attachments

Click this link to enter delivery comments and upload attachments. For more details, see Delivery Comments & Attachments - Fluid Page.

Add Item

Click to add one or more items to the delivery.

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.

Exit

Click to discard changes and exit to the Delivery search page.