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Sterling Selling and Fulfillment Foundation

Warehouse Management System User
Guide
Release 9.1

Sterling Selling and Fulfillment Foundation

Warehouse Management System User
Guide
Release 9.1

Note
Before using this information and the product it supports, read the information in “Notices” on page 409.

Copyright
This edition applies to the 9.1 Version of IBM Sterling Selling and Fulfillment Foundation and to all subsequent
releases and modifications until otherwise indicated in new editions.
© Copyright IBM Corporation 1999, 2011.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.

Contents
Chapter 1. Warehouse Management
System Overview. . . . . . . . . . . 1
About Warehouse Management System . . . .
Understanding Sterling Warehouse Management
System User Interface Icons . . . . . . . .

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Chapter 2. Accessing Multiple Nodes . . 7
About Accessing Multiple Nodes
Access Multiple Nodes . . . .

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Chapter 3. Performing Inbound Tasks . . 9
About Performing Inbound Tasks . . . . . .
Create a Purchase Order . . . . . . . . .
Add Items to a Draft Purchase Order . . . . .
Confirm a Draft Purchase Order . . . . . . .
About Creating an Advance Ship Notice. . . .
Create an Advance Ship Notice . . . . . .
Set Up Shipment Supervisory Overrides . . .
Searching for Inbound Order Shipments . . . .
About Searching for Inbound Order Shipments
View the Audit Trail for Shipment Modifications .
About Creating a Load . . . . . . . . .
Create a Load . . . . . . . . . . .
Print Documents or Labels . . . . . . . .
Receiving Inventory . . . . . . . . . .
Receiving Inventory using High Speed Data
Entry Screens . . . . . . . . . . . .
Receiving Inventory Using Paper and Recording
on System Later . . . . . . . . . . .
Inspecting Receipts in Multiple Steps . . . . .
Inspect a Receipt . . . . . . . . . .
Inspect Receipt Lines . . . . . . . . .
Close a Receipt . . . . . . . . . . . .
Adjust a Receipt . . . . . . . . . . . .
Manage Discrepancies in Receiving an Inbound
Order's Shipment . . . . . . . . . . .

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Chapter 4. Managing Inventory . . . . 23
About Managing Inventory . . . . . . . . .
Searching for Inventory . . . . . . . . . .
To navigate to the search screens to Search for an
Inventory . . . . . . . . . . . . . .
View an Inventory Audit Trail . . . . . . . .
Managing Count . . . . . . . . . . . .
Put an Item or Item Category on Count . . . . .
Manage Count Requests . . . . . . . . . .
Invoke Count Service . . . . . . . . . . .
Manage Count Tasks . . . . . . . . . . .
Put Tasks on Hold . . . . . . . . . . . .
Report Count Task Completion . . . . . . . .
Creating Move Requests . . . . . . . . . .
Create Move Requests For Moving Inventory to a
Specified Location . . . . . . . . . . .
Create Move Requests For Moving Inventory that
Exists in a Location . . . . . . . . . . .
© Copyright IBM Corp. 1999, 2011

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Adjusting Inventory . . . . . . . . . . .
Adjust Inventory for a New Product . . . . .
Adjust Inventory for an Existing Product . . .
Changing Inventory Attributes . . . . . . . .
Find Specific Inventory to Change an Inventory
Attribute . . . . . . . . . . . . . .
Change Attributes Across Locations to Change an
Inventory Attributes . . . . . . . . . .
Clean Out Accounting Bin . . . . . . . . .
Print Stock Keeping Unit Labels . . . . . . .
Hazmat SKU Label . . . . . . . . . . .
About Reset Zone Pend-In Quantities . . . . .
Run the Reset Zone Pend-In Quantities . . . .

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Chapter 5. Performing Value-Added
Services . . . . . . . . . . . . . . 33
About Performing Value-Added Services . . .
Create a Work Order for a Value-Added Service .
Searching for Work Orders in Value-Added Service
To navigate to the search screens for a
Value-Added Service: . . . . . . . . .
View Work Order Details . . . . . . . .
View Work Order Tasks . . . . . . . .
View Move Requests . . . . . . . . .
Confirm Work Orders . . . . . . . . .
Cancel Work Orders . . . . . . . . .
Confirm Activities Included in the Work Order .
Capture the Extended Attributes of Multiple
Serial-Tracked and Serialized Kits in a VAS
Station . . . . . . . . . . . . . .

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Chapter 6. Performing Outbound Tasks 39
About Performing Outbound Tasks . . . . .
Managing Outbound Shipment Tasks . . . . .
Create an Outbound Shipment . . . . . .
Searching for Outbound Shipments . . . .
To navigate to the search screens for Outbound
Shipments . . . . . . . . . . . . .
Modify an Outbound Shipment. . . . . .
Add Holds to an Outbound Shipment . . .
Outbound Execution . . . . . . . . . .
Pick Planning. . . . . . . . . . . .
Picking . . . . . . . . . . . . . .
Packing and Unpacking Containers . . . .
Managing Manifests . . . . . . . . . .
Navigate to the Add to Manifest screen . . .
Convert an Inventory Container into an
Outbound Container . . . . . . . . .
Add Containers to a Manifest . . . . . .
View the Container’s Contents . . . . . .
Remove Containers from a Manifest . . . .
Close a Manifest. . . . . . . . . . .
Record the Weight of Containers in a Manifest
Navigate to the Weigh Station Screen . . . . .

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Record the Container’s Weight from a Weigh
Station Screen . . . . . . . . . . . .
Capture the Item’s Serial Number for a
Serial-Tracked Item . . . . . . . . . . .
Convert an Inventory Container into an
Outbound Container . . . . . . . . . .
Create a Load for Outbound Containers . . . .
Search for Loads using the Load Console Screen
Add Holds to a Load for Outbound Containers
Add Shipments to a Load for Outbound
Containers. . . . . . . . . . . . . .
Scheduling Dock Appointments . . . . . . .
Search for a Dock Appointment . . . . . .
Viewing Dock Schedule Details . . . . . . .
Take a New Dock Appointment . . . . . .
Modify a Dock Appointment . . . . . . .
Cancel a Dock Appointment . . . . . . . .
Manage Docks . . . . . . . . . . . .
Remove a Dock Group Constraint . . . . . .
Planning Resources for Outbound Tasks . . . . .
Define Standard Capacity. . . . . . . . .
View Capacity Details for Various Resource Pools
View Demand Details for a Resource . . . . .
Confirm a Plan . . . . . . . . . . . .

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Chapter 7. Managing Tasks . . . . . . 69
About Managing Tasks . . . . . . . . . .
Searching for Tasks . . . . . . . . . . . .
To navigate to the Search Screens for Searching
Tasks . . . . . . . . . . . . . . .
View Task Details using the Task Detail Screen
Assign Tasks to a User using the Assign to User
Screen . . . . . . . . . . . . . . .
Reprioritize Tasks Using the Reprioritize Screen
Put Tasks on Hold using the Hold Reason Screen
Release a Task that is Put on Hold. . . . . .
Cancel a Task using the Task List Screen. . . .
Confirm a Batch after Completing the Paper-Based
Tasks . . . . . . . . . . . . . . . .
Record Count using the Recording Count Results
Screen . . . . . . . . . . . . . . . .
Manual Logging of Productivity for a Completed
Task . . . . . . . . . . . . . . . . .
Search for Productivity Logs using the Productivity
Search by Productivity Type . . . . . . . . .
View Productivity Log Records using the
Productivity Details Screen . . . . . . . .
Delete a Productivity Log using the Productivity
List Screen. . . . . . . . . . . . . .
Deriving Labor Standards . . . . . . . . .
Activities Search by Date Range . . . . . .
View Productivity Summary using the
Productivity List Screen . . . . . . . . .
Derive Labor Standards for a Productivity Type
View User Time Sheet using the Time Sheet Screen

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Chapter 8. Inbound Shipment Console
Screens . . . . . . . . . . . . . . 75
Inbound Order Shipment Search By Status .
Inbound Order Shipment Search By Date .

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Inbound Order Shipment Search By Carrier . . . 76
Inbound Order Shipment Search By Item . . . . 77
Inbound Order Shipment List . . . . . . . . 78
Inbound Order Shipment Details . . . . . . . 79
Modify Address . . . . . . . . . . . . . 83
Charges for Inbound Shipment Console Screens . . 83
Shipment Line Details . . . . . . . . . . . 84
Loads for Inbound Shipment Console Screens . . . 85
Ship Node Detail . . . . . . . . . . . . 86
Organization Details for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . . 87
Organization Primary Contact Address Details for
Inbound Shipment Console Screens . . . . . . 87
Organization Corporate Address Details for Inbound
Shipment Console Screens . . . . . . . . . 88
Containers for Inbound Shipment Console Screens
89
Inbound Order Shipment Instructions . . . . . 90
Shipment Status Audits for Inbound Shipment
Console Screens . . . . . . . . . . . . . 91
Shipment Audits for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . . 92
Shipment Dates for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . . 93
Shipment Alerts for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . . 94
Additional Attributes for Inbound Shipment
Console Screens . . . . . . . . . . . . . 95
Shipment Receipt Discrepancy for Inbound
Shipment Console Screens . . . . . . . . . 96
Manage Receiving Discrepancies for Inbound
Shipment Console Screens . . . . . . . . . 96
Receipts for Inbound Shipment Console Screens . . 97
Receipt Summary for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . . 98
Receipt Details for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . . 99
Receipt Line Details for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . 101
Receipt Instructions for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . 102
Receipt Status Audits for Inbound Shipment
Console Screens . . . . . . . . . . . . 102
Receipt Container for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . 102
Inspect Inbound Receipt for Inbound Shipment
Console Screens . . . . . . . . . . . . 102
Activity Demand for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . 103
Record Container Details for Inbound Shipment
Console Screens . . . . . . . . . . . . 104
Start Receipt for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . 105
Receive Screen for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . 106
Print for Inbound Shipment Console Screens . . . 106
Create Picklist for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . 106
Create Alerts for Inbound Shipment Console
Screens . . . . . . . . . . . . . . . 106
Receive (Report or Record Receipt) for Inbound
Shipment Console Screens . . . . . . . . . 106

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Add Delivery Plan for Inbound Shipment Console
Screens . . . . . . . . . . . . . . .
Inbound Order Container Search By All Attributes
for Inbound Shipment Console Screens . . . . .
Inbound Order Container List for Inbound
Shipment Console Screens . . . . . . . . .
Container Details for Inbound Shipment Console
Screens . . . . . . . . . . . . . . .
Container Serial Details for Inbound Shipment
Console Screens . . . . . . . . . . . .
Container Status Audits for Inbound Shipment
Console Screens . . . . . . . . . . . .
Pack or Unpack for Inbound Shipment Console
Screens . . . . . . . . . . . . . . .
Delete Container for Inbound Shipment Console
Screens . . . . . . . . . . . . . . .
Dock Appointment Search By All Attributes for
Inbound Shipment Console Screens . . . . . .
Dock Schedule Details for Inbound Shipment
Console Screens . . . . . . . . . . . .
Dock Appointment for Inbound Shipment Console
Screens . . . . . . . . . . . . . . .
Dock Group Details for Inbound Shipment Console
Screens . . . . . . . . . . . . . . .
View Holds for Inbound Shipment Console Screens
Add Holds for Inbound Shipment Console Screens
View History for Inbound Shipment Console
Screens . . . . . . . . . . . . . . .

Chapter 9. Receipt Console Screens
About Receipt Console Screens
Receipt Search By Receipt . .
Receipt Search By Item . . .
Receipt Search By Container .
Receipt List . . . . . . .
Return Order Receipt Summary
Receipt Line Details . . . .
Order Receipt Container. . .
Receipt Line Details (Container)
Receipt Instructions . . . .
Receipt Status Audits. . . .
Receipt Details . . . . . .
Receive . . . . . . . .

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Chapter 12. Inspect Inbound Receipts
Screens . . . . . . . . . . . . . . 139
About Inspect Inbound Receipt Screens.

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Chapter 13. Inspect Return Receipts
Screens . . . . . . . . . . . . . . 141
About Inspect Return Receipts Screens .
Inspect Receipt . . . . . . . . .
Inspect Return Receipt Details . . . .

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Chapter 14. Create Move Request
Screens . . . . . . . . . . . . . . 145
Create Move Request .

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Chapter 15. Create Count Request
Screens . . . . . . . . . . . . . . 149
Create Count Request using the Create Count
Request Screen . . . . . . . . . . .
Access Count Request Details Screen . .
Create Count Requests for Location Group .
Access Location List Details . . . . .

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Chapter 16. Count Console Screens

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About the Count Console Screens . . . . . .
Count Request Search By Count Request Attributes
Count Request Search By Count Criteria . . . .
Count Request Search By Location Range . . . .
Count Request List . . . . . . . . . . .
Count Request Details . . . . . . . . . .
Count Result List . . . . . . . . . . . .
Acceptance Variance Reason . . . . . . . .
Create Count Request using the Count Console
Screen . . . . . . . . . . . . . . . .
Cancellation Reason for Count Console Screen . .
Record Count Result Details . . . . . . . .
Count Result Search By Variance . . . . . . .
Count Result Details . . . . . . . . . . .
Invoke Count Service using the Count Console
Screens . . . . . . . . . . . . . . .

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Chapter 17. Create Physical Count
Screens . . . . . . . . . . . . . . 167

Chapter 10. Create Inbound Shipment
Screens . . . . . . . . . . . . . . 133

About Create Physical Count Screens .
Create Physical Count Plan . . . . .

About Create Inbound Shipment Screens . . .
Shipment Entry to Create an Inbound Shipment
Shipment Supervisory Overrides for an Inbound
Shipment . . . . . . . . . . . . . .

Chapter 18. Physical Count Console
Screens . . . . . . . . . . . . . . 169

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Chapter 11. Receive Console Screens

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About Receive Console Screens . . . . . .
Receive Details . . . . . . . . . . . .
Serial Entry for Receive Console Screens . . .
Tag Entry for Receive Console Screens . . . .
Expiration Date Entry for Receive Console Screens

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Physical Count Plan Search.
Physical Count Plan List. .
Physical Count Plan Details

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Chapter 19. Move Request Console
Screens . . . . . . . . . . . . . . 173
About Move Request Console Screens
Move Request Search By Item . . .
Move Request Search By Location .
Move Request Search By Date . . .
Move Request Search By References .

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Contents

Move Request Search By Tag Attributes .
Move Request List. . . . . . . . .
Move Request Details . . . . . . .
Move Request Alerts . . . . . . . .
Status Audit Details . . . . . . . .
Cancellation Reason for Cancelling a Move
Move Request Line Details . . . . . .
Move Request Line Activi ty Demand . .
Activity Demand for a Selected Location .

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Request
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Chapter 20. Location Inventory
Console Screens . . . . . . . . . . 185
About Location Inventory Console Screens . . .
Location Inventory Search By Item . . . . . .
Location Inventory Search By Container . . . .
Location Inventory Search By Additional Attributes
Location Inventory Search By Segment . . . . .
Location Inventory Search By Tag Attributes . . .
Location Inventory List . . . . . . . . . .
Location Inventory Details Screen . . . . . .
Location Inventory Serial Details . . . . . . .
Location Details . . . . . . . . . . . .
Location SKU Dedications . . . . . . . . .
Item Details . . . . . . . . . . . . . .
Location Inventory Tag Details . . . . . . .
Change Location Inventory Attributes Criteria . .
Change Location Inventory Attributes . . . . .
Node Level Inventory . . . . . . . . . .
Container Details for Location Inventory Console
Screens . . . . . . . . . . . . . . .
Container Serial Details for Location Inventory
Console Screens . . . . . . . . . . . .
Create Count Request for Location Inventory
Console Screens . . . . . . . . . . . .
Create Move Request for Location Inventory
Console Screens . . . . . . . . . . . .
Break License Plate Number . . . . . . . .

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Item List . . . .
Print SKU Labels .

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Chapter 25. Receipt Adjustment
Screens . . . . . . . . . . . . . . 215
Receipt Adjustment
Adjust Receipt . .
Modification Reason
Screens . . . .

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for Receipt Adjustment
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Chapter 26. Create Work Order
Screens . . . . . . . . . . . . . . 219
About Create Work Order Screens
Create Work Order . . . . .
Additional Item Details . . . .
Work Order Details Screen . . .

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Chapter 27. Work Order Console
Screens . . . . . . . . . . . . . . 225
About Work Order Console Screens . . . .
Work Order Search By Item . . . . . .
Work Order Search By Container . . . . .
Work Order Search By Date . . . . . .
Work Order Search By Activity . . . . .
Work Order Search By Components . . . .
Work Order List . . . . . . . . . .
Work Order Details for Work Order Console
Screens . . . . . . . . . . . . .
Work Order Status Audits . . . . . . .
Work Order Activity Demand . . . . . .
Work Order Holds . . . . . . . . .
Add Holds for Work Order Console Screens .
View History for Work Order Console Screens
Cancellation Reason for Work Order Console
Screens . . . . . . . . . . . . .
Appointment Details . . . . . . . . .

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Chapter 21. Adjust Location Inventory
Screens . . . . . . . . . . . . . . 205

Chapter 28. Value-Added Services
Station Screens . . . . . . . . . . 237

Adjust Location Inventory Criteria .
Adjust Location Inventory Details .
Adjustment Cost Details. . . . .

VAS Station . . . . . . . . . . . . .
Serial Entry for VAS Station Console Screens . .
Expiration Date Entry for VAS Station Console
Screens . . . . . . . . . . . . . .

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Chapter 22. Accounting Bin
Adjustment Screens . . . . . . . . 209
Accounting Bin Adjustment Details Criteria . .
Accounting Bin Adjustment Details . . . . .
Location Inventory Details for Accounting Bin
Adjustment Screens . . . . . . . . .
Accounting Bin Adjustment Reasons . . .

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Chapter 23. Transfer Inventory
Ownership. . . . . . . . . . . . . 211
Transfer Inventory Ownership Attributes .

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Chapter 24. Print Stock Keeping Unit
Labels Screens . . . . . . . . . . 213
Print Stock Keeping Unit Search By Item .

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Chapter 29. Outbound Shipment
Console Screens . . . . . . . . . . 241
About Outbound Shipment Console Screens . . .
Outbound Shipment Search By Status . . . . .
Outbound Shipment Search By Date. . . . . .
Outbound Shipment Search By Carrier . . . . .
Outbound Shipment Search By Item . . . . . .
Outbound Shipment Search By Wave . . . . .
Outbound Shipment Search By Profiling . . . .
Shipment List . . . . . . . . . . . . .
Shipment Details for Outbound Shipment Console
Screens . . . . . . . . . . . . . . .
Special Services List . . . . . . . . . . .
Modify Shipment for Outbound Shipment Console
Screens . . . . . . . . . . . . . . .

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

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Address Details for Outbound Shipment Console
Screens . . . . . . . . . . . . . . .
Charges for Outbound Shipment Console Screens
Shipment Loads . . . . . . . . . . . .
Shipment Containers . . . . . . . . . . .
Shipment Instructions for Outbound Shipments
Shipment Status Audits for Outbound Shipments
Shipment Dates for Outbound Shipments . . . .
Alerts for Outbound Shipments . . . . . . .
Additional Attributes for Outbound Shipment . .
Shipment Activity Demand for Outbound
Shipment . . . . . . . . . . . . . . .
Shipment Audits for Outbound Shipment . . . .
Logical Kits for Outbound Shipment . . . . .
Pack Containers for Outbound Shipment . . . .
Packing a Container for Outbound Shipment . . .
Print for an Outbound Shipment . . . . . . .
Cancel Selected Outbound Shipments . . . . .
Split Outbound Shipment . . . . . . . . .
Split Shipment Lines . . . . . . . . . . .
Create Alerts for the Selected Outbound Shipments
Ship Node Detail for Outbound Shipment . . . .
Organization Details for Outbound Shipment
Console Screens . . . . . . . . . . . .
Select Delivery Plan for an Outbound Shipment
Shipment Line Details for Outbound Shipment . .
Add Release. . . . . . . . . . . . . .
Create Wave for Selected Shipment Group. . . .
Containers for Outbound Shipment . . . . . .
Container Search By All Attributes . . . . . .
Container Search By Status . . . . . . . . .
Container List for Outbound Shipment . . . . .
Container Details for Outbound Shipment . . . .
Container Return Tracking Numbers . . . . .
Serial Details for Outbound Shipment Console
Screens . . . . . . . . . . . . . . .
Container Status Audits for Outbound Shipment
Console Screens . . . . . . . . . . . .
Container Activity List . . . . . . . . . .
Pack or Unpack for Outbound Shipment Console
Screens . . . . . . . . . . . . . . .
Delete Selected Containers . . . . . . . . .
Modify Containerization. . . . . . . . . .
Resolve Short Picked Containers . . . . . . .
Dock Appointment Sea rch By All Attributes for
Outbound Shipment . . . . . . . . . . .
Dock Schedule Details for Outbound Shipment . .
Dock Appointment for Outbound Shipment . . .
Dock Group Details for Outbound Shipment . . .
View Holds for Outbound Shipment . . . . .
Add Holds for Outbound Shipment . . . . . .
View History for Outbound Shipment . . . . .

Chapter 31. Wave Console Screens
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Chapter 30. Create Outbound
Shipment Screens . . . . . . . . . 289
About Create Outbound Shipment Screens . .
Shipment Entry for Outbound Shipment . . .
Shipment Supervisory Overrides for Outbound
Shipment . . . . . . . . . . . . . .

. 289
. 289

About Wave Console Screens .
Wave Search Screen . . . .
Wave List Screen . . . . .
Release Wave Screen . . . .
Cancel Wave . . . . . .
Wave Summary . . . . .
Shipment Profile Summary . .
Shipment Summary . . . .
Batch Summary . . . . .
Work Order Summary . . .
Item Task Summary . . . .
Shipping Containers Summary
Prioritize Wave . . . . . .
Print Wave . . . . . . .
Alert List . . . . . . . .
Wave Audit . . . . . . .

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Chapter 32. Create Wave Screens. . . 299
Create Wave Screen for a Shipment Group

Chapter 33. Pack Station Screens

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About Pack Station Screens . . . . . . .
Pack Details Screen . . . . . . . . .
Container Contents for Pack Station Console
Screens . . . . . . . . . . . . .
Select SKU for Pack Station Console Screens .
Serial Entry for Pack Station Console Screens .

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Chapter 34. Manifest Console Screens 309
Manifest Search By All Attributes.
Manifest List . . . . . . .
Manifest Details . . . . . .
Summary By Carrier Service . .
Print a Manifest Using the Console
Open Manifest . . . . . . .
Close Manifest . . . . . . .

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Chapter 35. Create Load Screens . . . 313
Create Load Screens .

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Chapter 36. Load Console Screens
About Load Console Screens .

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Chapter 37. Add To Manifest Screens
Add To Manifest . . . . . . . .
Container Contents for Packaged Items.

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Chapter 38. Remove From Manifest
Screens . . . . . . . . . . . . . . 321
About Remove from Manifest Screens . . . .
Remove From Manifest . . . . . . . . .
Container Contents for Remove from Manifest
Console Screens . . . . . . . . . . .

Chapter 39. Weigh Station Screens
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About Weigh Station Screens .
Weigh Station Screen . . . .

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Contents

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vii

Serial Entry Screen for Weigh Station Console
Screens . . . . . . . . . . . . .
Container Contents Screen for Weigh Station
Console Screens . . . . . . . . . .

Chapter 43. Record Count Screens
.

. 327

Chapter 40. Location Inventory Audit
Console Screens . . . . . . . . . . 329
Location Inventory Audit Search By Item . . .
Location Inventory Audit Search By Container .
Location Inventory Audit Search By Transaction
References . . . . . . . . . . . . .
Location Inventory Audit Search By Inventory
Attributes . . . . . . . . . . . . .
Performing a Location Inventory Audit Search By
Count Reference . . . . . . . . . . .
Location Inventory Audit List . . . . . . .
Location Inventory Audit Details for Items . .
Location Inventory Audit Details for Containers

Chapter 41. Task Console Screens

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About Task Console Screens . . . . . . . .
Task Search By Task Type . . . . . . . . .
Task Summary . . . . . . . . . . . . .
Task Summary By Zone . . . . . . . . . .
Open Task Summary . . . . . . . . . . .
User List (selection) . . . . . . . . . . .
Task Search By Zone . . . . . . . . . . .
Task Search By Inventory . . . . . . . . .
Task Search By Reference . . . . . . . . .
Task Search By Exception . . . . . . . . .
Task Search By Date . . . . . . . . . . .
Task Search By At Risk Tasks . . . . . . . .
Task List for Task Management Console Screens
Task Detail . . . . . . . . . . . . . .
Complete Task . . . . . . . . . . . . .
Modification Reason for Task Management Console
Screens . . . . . . . . . . . . . . .
Summary Task Detail. . . . . . . . . . .
Task Status Details . . . . . . . . . . .
Task Status Audits. . . . . . . . . . . .
Assign to User . . . . . . . . . . . . .
User Search By All Attributes . . . . . . . .
User List Selection. . . . . . . . . . . .
Reprioritize . . . . . . . . . . . . . .
Hold Reason . . . . . . . . . . . . .
Cancel Task Reason . . . . . . . . . . .
User Detail . . . . . . . . . . . . . .
Batch Search By All Attributes . . . . . . . .
Batch List . . . . . . . . . . . . . .
Batch Detail . . . . . . . . . . . . . .
Complete Batch for Task Management Console
Screens . . . . . . . . . . . . . . .
Print Batch . . . . . . . . . . . . . .

Chapter 42. Confirm Batch Screens

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Confirm Batch Screen. . . . . . . . . . .
Access Complete Batch Screen . . . . . . . .
Complete Batch for Confirm Batch Console Screens
Modification Reason for Confirm Batch Console
Screens . . . . . . . . . . . . . . .

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About Record Count Screens .
Recording Count Results . .

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Chapter 44. Log Productivity Screens

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About the Log Productivity Screens .
Log Productivity Screen . . . . .

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Chapter 45. Productivity Console
Screens . . . . . . . . . . . . . . 363
Productivity Search By Productivity Type .
Productivity List . . . . . . . . .
Productivity Details . . . . . . . .

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Chapter 46. Derive Labor Standards
Screens . . . . . . . . . . . . . . 367
About Derive Labor Standards Screens .
Activities Search By Date Range . . .
Productivity Type List . . . . . .
Productivity Summary . . . . . .
Derive Labor Standards Screen . . .

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Chapter 47. User Time Sheet Screens

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About User Time Sheet Screens .
User Time Sheet Search By User .
Time Sheet . . . . . . . .

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Chapter 48. Resource Planning
Screens . . . . . . . . . . . . . . 373
About Resource Planning Screens . . .
Defining Standard Capacity . . . . .
Resource Pool Current Standard Capacity
Details . . . . . . . . . . .
Planning Resources . . . . . . . .
Resource Planning Capacity Search . .
Resource Planning Screen . . . . .
Capacity Details . . . . . . . .
Demand Details for Resource Pool . .
Planning Summary . . . . . . .

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Chapter 49. Sterling Warehouse
Management System Prints . . . . . 381
About Sterling WMS Prints. . . . . . . . .
Packing Slip . . . . . . . . . . . . . .
UCC-128 Container Shipping Label . . . . . .
Container Label Single SKU . . . . . . .
Container Label Multi SKU. . . . . . . .
Task List for Printing . . . . . . . . . . .
Item Pick Task List Simple . . . . . . . .
Cart Manifest Task List (Requires Sorting of
Inventory During Pick) . . . . . . . . .
Bill Of Lading . . . . . . . . . . . . .
VICS Bill Of Lading for Shipment . . . . .
VICS Bill Of Lading for Load . . . . . . .
Hazmat Bill Of Lading . . . . . . . . .
LTL Manifest Label . . . . . . . . . . .
Shipper's Certification For Hazardous Materials
FedEx Carrier Label . . . . . . . . . . .

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

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FedEx Shipping Label . . .
FedEx Return Shipping Label .
Reprint Carrier Label . . . . .
Count Sheet . . . . . . . .
Wave Release for Prints . . . .
Hazmat Stock Keeping Unit Labels

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Tab Ordering . . . . . . .
Automatic Pop-Ups for Additional
Hot Keys . . . . . . . . .
Field Level Validations . . . .
Populating Fields . . . . . .
Barcode Handling Capabilities. .

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Data Capture
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Chapter 50. Understanding the
Execution Console Framework . . . . 407

Notices . . . . . . . . . . . . . . 409

About Understanding the Execution Console
Framework . . . . . . . . . . . .

Index . . . . . . . . . . . . . . . 413
.

. 407

Contents

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 1. Warehouse Management System Overview
About Warehouse Management System
The IBM® Sterling Warehouse Management System enables you to manage
inventory and processes in your warehouse. The Sterling Selling and Fulfillment
Foundation: Warehouse Management System Concepts Guide provides an overview of
various processes in a warehouse for diverse enterprises.
This manual explains how to use the Sterling Warehouse Management System
consoles that contains the following components:
v Execution Console Framework - enables you to capture data on the screen by
entering the data using the keyboard and pressing the Tab key, or by scanning
the barcode using a wedge scanner. The various features of the execution
console framework are explained in the Appendix, "Understanding the
Execution Console Framework".
v Inbound Shipment Console - enables you to view information about inbound
order shipments and shipment containers. The screen level information is
explained in the chapter, "Inbound Shipment Console Screens".
v Receipt Console - enables you to view receipt details. The screen level
information is explained in the chapter, "Receipt Console Screens".
v Create Inbound Shipment - enables you to manually create inbound shipments
from fax, e-mail messages, or telephone conversations, as well as for trailers that
arrive with no prior notice. The screen level information is explained in the
chapter, "Create Inbound Shipment Screens".
v Receive Inventory - enables you to receive an expected container, build cases or
pallets, receive blind receipts, and receive over-receipt quantity. This console is
designed to support scanning of information utilizing available barcodes. The
screen level information is explained in the chapter, "Receive Console Screens".
v Receipt Adjustments - enables you to adjust errors in the receipt quantity
caused during receiving. The screen level information is explained in the
chapter, "Receipt Adjustment Screens".
v Inspect Inbound Receipts - enables you to inspect inbound receipts. The
procedure for inspecting an inbound receipt is similar to inspecting a return
receipt. See the chapter, "Inspect Inbound Receipts Screens".
v Inspect Return Receipts - enables you to record inspection details and provides
visibility to item level inspection details for a receipt. The screen level
information is explained in the chapter, "Inspect Return Receipts Screens".
v Location Inventory - enables you to manage inventory in a warehouse and
provides comprehensive visibility to inventory at both enterprise and node
levels. The screen level information is explained in the chapter, "Location
Inventory Console Screens".
v Create Count Request - enables you to create count requests. A count process in
a warehouse allows you to verify the system's inventory against the actual
inventory that is available in a specific location. The screen level information is
explained in the chapter, "Create Count Request Screens".
v Count Console - provides comprehensive visibility to the count request status
and the count results that are recorded. The screen level information is explained
in the chapter, "Count Console Screens".

v Create Move Request - enables you to create ad hoc move requests. The screen
level information is explained in the chapter, "Create Move Request Screens".
v Move Request Console - enables you to manage all processes for a move
request, including the abilities to view and modify move requests. The screen
level information is explained in the chapter, "Move Request Console Screens".
v Adjust Location Inventory - enables you to adjust inventory in the system for a
location to reflect the physical inventory. The screen level information is
explained in the chapter, "Adjust Location Inventory Screens".
v Print SKU Labels - enables you to print the SKU labels. The screen level
information is explained in the chapter, "Print Stock Keeping Unit Labels
Screens".
v Create Work Order - enables you to create work orders. The screen level
information is explained in the chapter, "Create Work Order Screens".
v Work Order Console - provides work order visibility at both enterprise and
node levels. The screen level information is explained in the chapter, "Work
Order Console Screens".
v VAS Station - enables you to scan an outbound container number or a work
order number to identify the work order. This component also provides the
ability to confirm the work order at an activity level. The screen level
information is explained in the chapter, "Value-Added Services Station Screens".
v Outbound Shipment Console - enables you to modify the outbound shipment
instruction. This component also provides visibility to discrepancies found in the
outbound shipments. The screen level information is explained in the chapter,
"Outbound Shipment Console Screens".
v Create Outbound Shipment - enables you to manually create outbound
shipments from fax, e-mail messages, or telephone conversations, as well as for
trailers that arrive with no prior notice. The screen level information is explained
in the chapter, "Create Outbound Shipment Screens".
v Wave Console - enables you to match all shipments with the appropriate
shipment groups and create waves for those groups. The screen level
information is explained in the chapter, "Wave Console Screens".
v Create Wave - enables you to manually create waves. The screen level
information is explained in the chapter, "Create Wave Screens".
v Pack Station - enables you to pack containers for system defined and user
defined containerization processes. The screen level information is explained in
the chapter, "Pack Station Screens".
v Manifest Console - enables you to view manifest details. You can also open a
new manifest, close a manifest, and print a manifest. The screen level
information is explained in the chapter, "Manifest Console Screens".
v Add To Manifest - enables you to add containers to a manifest. The screen level
information is explained in the chapter, "Add To Manifest Screens".
v Remove From Manifest - enables you to remove containers from a trailer or
manifest before closing the manifest. The screen level information is explained in
the chapter, "Remove From Manifest Screens".
v Weigh Station - enables you to record a container's weight that belongs to a TL,
LTL, or parcel shipment. The screen level information is explained in the
chapter, "Weigh Station Screens".
v Location Inventory Audit Console - enables you to view an item's or a
container's inventory audit details. The screen level information is explained in
the chapter, "Location Inventory Audit Console Screens".
v Task Console - enables you to optimize warehouse throughput and maximize
worker efficiency. You can:

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

–
–
–
–
–

assign tasks
reprioritize tasks
modify task location and quantity
complete a task
cancel certain types of tasks

– view summary level information across all tasks for a node.
The screen level information is explained in the chapter, "Task Console
Screens".
v Confirm Batch - enables you to confirm a batch or confirm a batch with
exceptions, if applicable. The screen level information is explained in the chapter,
"Confirm Batch Screens".
v Record Count - enables you to record count task results to indicate the
completion of the count task that was assigned. The screen level information is
explained in the chapter, "Record Count Screens".
v Log Productivity - enables you to record additional productivity information.
The screen level information is explained in the chapter, "Log Productivity
Screens".
v Productivity Console - provides visibility to activities performed at a process
level. Allows you to modify the productivity details. The screen level
information is explained in the chapter, "Productivity Console Screens".
v Prints - provides documents that are printed daily in a warehouse, as and when
requested, or when initiated by the occurrence of specific events. The documents
that can be printed are explained in Appendix A, "Sterling WMS Prints".

Understanding Sterling Warehouse Management System User Interface
Icons
The following table describes the icons used in the Sterling Warehouse
Management System user interface.
Table 1. Sterling Warehouse Management System User Interface Icons
Icon

Name

Description

Activity Demand

Enables you to view the activity demand for a
shipment, container and so on.

Add

Enables you to add an instruction line,
charges, and so on.

Additional
Attributes

Enables you to specify additional attributes
for identification, shipping and so on.

Address Details

Enables you to view, modify, or add an
address.

Alert

Enables you to view the alerts for a move
request, shipment and so on.

Appointment

Enables you to view appointment details, or
plan an appointment for a work order of a
provided service item group.

Audit

Enables you to view the list of audits for the
container, wave and so on.

Calendar

Enables you to select a date from the calendar.

Chapter 1. Warehouse Management System Overview

Table 1. Sterling Warehouse Management System User Interface Icons (continued)
Capacity

Indicates the capacity in the Resource
Planning screen.

Charges and Taxes

Enables you to view, add, or modify the
charges and discounts for a container,
shipment and so on.

Containers

Enables you to view all packed containers
included in the shipment.

Demand

Indicates the demand in the Resource
Planning screen.

Instructions

Enables you to view, modify, or add
instructions for a service request, shipment
and so on.

Kit Components

Enables you to view the kit components for
the shipment line.

Load

Enables you to view the loads that are
carrying the shipment.

Lookup

Enables you to search for shipments, wave
number and so on.

Move Shipments

Enables you to push demands to the
appropriate date.

Plus

Enables you to alternatively view and hide
details about the selected object, such as tag
details or count details.

Return Receipt

Enables you to view information about
receipts.

Return Receipt
History

Enables you to view the details of the receipt
and manage discrepancies for receipts.

Select Node

Enables you to select a node.

Save

Enables you to save the settings in the screen.

Serial

Enables you to view serial details for location
inventory or containers.

Shipment Data
Types

Enables you to view, add, or modify shipment
dates and delivery dates.

Shipments

Enables you to view the shipment or
container details.

Summary Task

Indicates summary tasks for all types of
searches.

Toggle

Enables you to enter the serial range of the
items for pack containers.

View History

Enables you to view the history of the
selected hold.

Work Order Hold

Enables you to view holds applied to the
work order, shipment and so on.

The following table describes the color icons used in the Dock Appointment
Calendar.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 2. Color Icons in the Dock Appointment Calendar
Icon

Name

Description

Blue

Indicates an appointment for the searched
criteria.
Click a slot to modify an existing
appointment.

Cyan

Indicates appointments that do not match the
searched criteria.
Click a slot to modify an existing
appointment.

Gray

Indicates free slots for which new
appointments can be taken.
Click a slot to create a new dock appointment.

Black

Indicates the unavailable slots due to the
calendar constraints.

The following table describes the color icons used in the Time Sheet screen.
Table 3. Color Icons in the Time Sheet screen.
Icon

Name

Description

Black

Indicates unavailable time slots.

Green

Indicates time slots for put away.

Yellow

Indicates time slots for replenishment.

Blue

Indicates time slots for retrieval.

Orange

Indicates time slots for picking.

Cyan

Indicates time slots for receipt.

Pink

Indicates time slots for count.

Light Pink

Indicates time slots for VAS.

Peach

Indicates time slots for packing.

Purple

Indicates time slots for outbound inventory
container build.

Aqua

Indicates time slots for shipping container
build.

Red

Indicates time slots for shipping.

Chapter 1. Warehouse Management System Overview

Table 3. Color Icons in the Time Sheet screen. (continued)
Icon

Name

Description

Gray

Indicates time slots for inspection.

Off-White

Indicates time slots for transportation.

Indicates time slots for login.

White

Indicates idle time slots.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 2. Accessing Multiple Nodes
About Accessing Multiple Nodes
A warehouse user can work in the context of one node. However, the user may
have to switch between warehouses and access multiple nodes. The Sterling
Warehouse Management System enables the user to access multiple nodes and
perform various warehouse operations. After the user switches to a different node,
all the transactional data displayed and recorded will be in the context of the node
the user is working on.
Permission to access multiple nodes is based on the teams assigned to the users in
the Applications Manager. For more information about defining teams, refer to the
Sterling Selling and Fulfillment Foundation: Application Platform Configuration Guide.

Access Multiple Nodes
About this task
Perform the following steps to switch between multiple nodes:

Procedure
1. Log in to the Application Console. From the navigation bar, select
Configuration > Select Node.
2. The Select Node window is displayed. Select the node from the Select Node
drop-down list or Lookup icon. Depending on the configuration, one of the
following is displayed for Select Node:
v Select Node drop-down list - This list displays all the nodes you have access
to, based on the team configured for you. Select the appropriate node from
the list.
v Select Node lookup icon - Click the Lookup icon to display the Node lookup
screen, and click Search. The nodes that are accessible to you are displayed
in the Node List dialog box. Click the Select Node icon adjacent to the node
you want to access. The selected node will be displayed in the Select Node
window.
3. Click OK. For all subsequent warehouse operations, the node you have selected
will be used as the default node.

Results
In order to access a different node, repeat Step 1 through Step 3. If you do not
want to select any node, either select the blank option in the Select Node
drop-down list or delete the current node displayed in the Select Node field.
v If you log in to the Application Console without selecting a node, and attempt to
view any of the Details screens such as Create Move Request, Create Count
Request, and so on, in which it is mandatory to enter a value in the Node field,
the Select Node dialog box is displayed. After you select a node from the Select
Node drop-down list in this dialog box, the relevant screen is displayed.
v You must select a node before performing the pack operations and manifest
operations.

v If you log in to the Application Console without selecting a node, and attempt to
view any of the Search screen such as the Location Inventory Console, in the
Search Console screen, the Node drop-down list automatically displays all the
nodes that you have permission to access. If you select a node from this
drop-down list, the resultant values for the new node will be reflected only for
that particular search. It will not change the default node of the user.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 3. Performing Inbound Tasks
About Performing Inbound Tasks
The Inbound Shipment Console provides information on inbound shipments and
containers. This console provides sellers, node users, and carriers with information
necessary to coordinate and ensure on-time delivery of shipments.
You can either include a purchase order release into an existing inbound shipment
or create an inbound shipment for a set of orders.
An inbound shipment as an entity can be used in a delivery plan by attaching it to
a load. For more information about configuring delivery plans and loads, see the
Sterling Selling and Fulfillment Foundation: Logistics Management Configuration Guide.

Create a Purchase Order
Procedure
1. From the navigation bar, choose Supply > Create Inbound Order. The Inbound
Order Entry screen displays. For more information about the Inbound Order
Entry screen, see the Sterling Selling and Fulfillment Foundation: Supply
Collaboration User Guide.
2.
3.
4.
5.
6.

In Document Type, select Purchase Order.
In Enterprise, select the enterprise that handle the inbound order
In Buyer, enter the buyer placing the inbound order.
In Seller, enter the seller that the inbound order is being placed from.
Enter other information in the applicable fields.

7. Click Create Order. The Inbound Order Detail screen displays. For more
information about the Inbound Order Detail screen, see the Sterling Selling and
Fulfillment Foundation: Supply Collaboration User Guide.

Add Items to a Draft Purchase Order
About this task
Changes can be made to a Purchase Order at any time while it is in Draft status. A
Draft Purchase Order does not enter the Created status until it is confirmed.
To add items to a Draft Purchase Order, in the Inbound Order Detail screen:

Procedure
1. Enter details in the Order Lines panel.
2. Click Save. You can now confirm the order.

Confirm a Draft Purchase Order
About this task
To confirm a Purchase Order:

Procedure
1. Search for, or create, an open Purchase Order in the Draft status.
2. From the Inbound Order action bar, click Confirm. The Inbound Order now
displays in Created status.
Note: The Bill To address and order lines must be entered before a draft order
can be confirmed.

About Creating an Advance Ship Notice
Shipments (ASNs) are transmitted to warehouses through EDI downloads, fax, or
e-mail, and also when a trailer arrives with no prior notice.
The shipment entry console lets you manually create shipments from fax, e-mail or
telephone conversations. ASNs can also be created for those trailers that arrive
with no prior notice.

Create an Advance Ship Notice
About this task
To create an inbound shipment:

Procedure
1. From the navigation bar, choose Inbound > Create Inbound Shipment. The
Shipment Entry screen displays.
2. In Document Type, select the document type associated with the shipment you
are creating. Valid values are 'Purchase Order' or 'Transfer Order'.
3. In Ship Node, enter the shipping node associated with the shipment. This
represents the seller's ship node.
4. In Buyer, enter the buyer associated with the shipment you want to create, if
applicable.
5. In Seller, enter the seller associated with the shipment you want to create.
6. In Order #, enter the purchase order number associated with the shipment.
7. Enter other information in the applicable fields.
8. Click Create Shipment to create the Advance Ship Notice.

Set Up Shipment Supervisory Overrides
About this task
To set the supervisory overrides, in the Shipment Entry screen:

Procedure
1. From the action bar, click Supervisory Overrides. The Shipment Supervisory
Overrides screen displays.
2. Select the check boxes of the applicable overrides.
3. Click OK.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Searching for Inbound Order Shipments
About Searching for Inbound Order Shipments
The following Inbound Shipment Search screens let you search for shipments to
receive based on different criteria:
v Inbound Order Shipment Search By Status screen
v Inbound Order Shipment Search By Date screen
v Inbound Order Shipment Search By Carrier screen
v Inbound Order Shipment Search By Item screen

To navigate to the Search Screens in the Inbound Order
Shipments
Procedure
1. From the navigation bar, choose Inbound > Inbound Shipment Console.
Initially, the Inbound Order Shipment Search By Status screen displays. Select
the applicable search view from the Views drop-down list.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Inbound Order Shipment List
screen.

View the Audit Trail for Shipment Modifications
About this task
In addition to shipment status audits, you can view the audit trail for
modifications made to an inbound shipment, shipment lines, or both. This section
provides instructions for viewing shipment modifications, such as modifying a
carrier or service, ship-to address, adding or removing a shipment from a load, or
adding or deleting shipment instructions.
To view a shipment audit trail:

Procedure
1. From the navigation bar, click Inbound > Inbound Shipment Console. The
Inbound Order Shipment Search By Status screen displays.
2. Enter the applicable search parameters, and click Search. The Shipment List
screen displays.
3. Select the shipment number for which you want to view details.
4. From the action bar, click View Details. The Inbound Order Shipment Details
screen displays.
5. From the Shipment action bar, click the Audit icon. The Shipment Audits
screen displays, which provides complete visibility to modifications made to an
inbound shipment, shipment lines, or both.

About Creating a Load
IBM Sterling Selling and Fulfillment Foundation enables you to create a load
containing one or more complete shipments. The load must have a set origin and
destination, but it can have multiple intermediate stops. Shipments can be added
to a load at its origin or at any intermediate stop. The shipments contained in the
load can be delivered to any stop between the origin and destination and can
belong to multiple Enterprises. Partial shipments cannot be included in a load.
Chapter 3. Performing Inbound Tasks

Create a Load
About this task
To create a load:

Procedure
1. From the navigation bar, choose Inbound > Create Load. The Create Load
Screens screen displays.
2. Enter information in the applicable fields.
3. Click Save. The Load Details screen displays. For more information about the
Load Details screen, see the Sterling Selling and Fulfillment Foundation: Logistics
Management User Guide.

Print Documents or Labels
About this task
To print a document or label:

Procedure
1. Search for the applicable shipments or containers. For more information about
searching for inbound order shipments, see Searching for Inbound Order
Shipments.
2. From the inbound shipment list or inbound container list, select the check
boxes of the applicable shipment or container.
3. Do any of the following:
v From the action bar, click Print. The Print screen displays.
v From the action bar, click View Details. The Inbound Order Shipment Details
or Container Details screen displays. From the action bar, click Print. The
Print screen displays.

Receiving Inventory
The Sterling Warehouse Management System lets you control the receipt process in
a warehouse. It supports the least automated warehouse through paper-based
processes. It also supports the most automated warehouses that use MHEs for
receipts. A warehouse can configure its own receiving preferences to characterize
the flow of inventory from the receiving dock to other departments and zones of a
warehouse.
A receipt in the Sterling Warehouse Management System is made against a
purchase order or shipment. The Sterling Warehouse Management System tracks
cases or pallets with contents at a shipment level, if available. It also supports
blind receipts. A warehouse may use any or all of these methods to receive its
inventory. The Sterling Warehouse Management System places constraints for each
of these methods.

Receiving Inventory using High Speed Data Entry Screens
This section explains how to receive inventory in the Sterling Warehouse
Management System using the Receive HSDE.
The following use-cases are explained in detail:
v Navigating to the Receive Details Screen

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

v
v
v
v
v

Receiving Expected Containers
Building Cases or Pallets
Receiving Blind Receipts
Over-Receiving
Capturing an Item’s Extended Attributes

Navigate to the Receive Details Screen For Receiving Inventory
Using High Speed Data Entry Screens
About this task
To access the Receive Details screen, from the navigation bar of the Warehouse
Management System module, click Inbound > Receive. The Receive Details screen
displays.

Receive Expected Containers For Receiving Inventory Using
High Speed Data Entry Screens
About this task
To receive expected containers:

Procedure
1. Open the Receive Details screen. For more information about navigating to the
Receive Details screen, see the section, "Navigate to the Receive Details Screen
For Receiving Inventory Using High Speed Data Entry Screens".
2. In Shipment #, enter or scan the shipment number.
3. In Pallet ID/Case ID, enter the pallet SCM or case SCM. If the Do Not Verify
Case Contents option is disabled, and in the Applications Manager, under
Receiving Preferences, if the "Force Case Content entry" option is selected,
verification of the contents packaged into the case is forced. For more
information, see the Sterling Selling and Fulfillment Foundation: Warehouse
Management System Configuration Guide.
4. Enter other information in the applicable fields.
5. Do any of the following:
v Click Close Pallet or press Alt+P.
v Click Close Case or press Alt+C.

Build Cases or Pallets For Receiving Inventory Using High Speed
Data Entry Screens
About this task
To build cases or pallets out of loose SKUs that are available in the shipment:

Receive Blind Receipts For Receiving Inventory Using High
Speed Data Entry Screens
About this task
When you receive loose items in a warehouse for a shipment which has no order
and shipment line, you are receiving a blind receipt.
To receive a blind receipt:

Procedure
1. Create an inbound shipment with no shipment lines. For more information
about creating an inbound shipment, see the section, "About Creating an
Advance Ship Notice".
2. Open the Receive Details screen. For more information about navigating to the
Receive Details screen, see the section, "Navigate to the Receive Details Screen
For Receiving Inventory Using High Speed Data Entry Screens".
3. In Shipment #, enter or scan the shipment number.
4. Enter other information in the applicable fields.
5. Do any of the following:
v Click Close Pallet or press Alt+P.
v Click Close Case or press Alt+C.

Over-Receive For Receiving Inventory Using High Speed Data
Entry Screens
About this task
The process of receiving excess quantity is based on the shipment attributes. For a
list of defined over-receipt quantity attributes, see the table, "List of defined
over-receipt quantity attributes."
To over-receive:

List of defined over-receipt quantity attributes
Table 4. Over-Receipt Quantity Attributes

Order Exists
on the
System

If Manual
Shipment

Does
Shipment
have Lines

Is Suppress
Overage
Check set

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Over-Receipt Quantity
Receive any quantity for the
existing shipment lines.

Table 4. Over-Receipt Quantity Attributes (continued)
Order Exists
on the
System

If Manual
Shipment

Does
Shipment
have Lines

Is Suppress
Overage
Check set

Receive up to receiving
preference overage limit
against the shipment line.

Receive any quantity for the
existing order lines.

Receive any item, any
quantity.

Over-Receipt Quantity
Receive up to receiving
preference overage limit
against the order line.

Capture an Item’s Extended Attributes For Receiving Inventory
Using High Speed Data Entry Screens
About this task
Note: You can capture the tag and serial attributes only if the node that is
receiving inventory is configured to capture tags and has serial tracking enabled,
when receiving inventory, or when performing all operations within the node. For
more information about capturing the tag and serial attributes, see the Sterling
Selling and Fulfillment Foundation: Application Platform Configuration Guide.
To capture the extended attributes for an item:

Procedure
1. Open the Receive Details screen. For more information about navigating to the
Receive Details screen, see the section, "Navigate to the Receive Details Screen
For Receiving Inventory Using High Speed Data Entry Screens".
2. In the Item ID field, scan an item. If the item is serial-tracked, tag-tracked, or
time sensitive, then capture the item’s extended attributes.
For more information about capturing the extended attributes, see the section,
"Capturing an Item’s Extended Attributes".

Receiving Inventory Using Paper and Recording on System
Later
This section explains how to receive inventory in the Sterling Warehouse
Management System using paper, and record the receipt on the system later.
The following use-cases are explained in detail:
v Navigate to the Inbound Order Shipment Details Screen for Receiving Inventory
Using Paper and Recording on System Later
v Start a Receiptfor Receiving Inventory Using Paper and Recording on System
Later
Chapter 3. Performing Inbound Tasks

v Record Paper-Based Receipts for Receiving Inventory Using Paper and
Recording on System Later
v Receive Expected Containers for Receiving Inventory Using Paper and
Recording on System Later
v Build Cases or Pallets for Receiving Inventory Using Paper and Recording on
System Later
v Over-Receive for Receiving Inventory Using Paper and Recording on System
Later
v Capture an Item’s Extended Attributes for Receiving Inventory Using Paper and
Recording on System Later

Navigate to the Inbound Order Shipment Details Screen for
Receiving Inventory Using Paper and Recording on System Later
About this task
To navigate to the Inbound Order Shipment Details screen:

Procedure
1. Search for the required inbound order shipments. For more information about
identifying the inbound order shipment, see the section, "Searching for Inbound
Order Shipments".
2. From the shipment list, select the check boxes of the applicable shipments.
3. From the action bar, click View Details. The Inbound Order Shipment Details
screen displays.

Start a Receipt for Receiving Inventory Using Paper and
Recording on System Later
About this task
To start a receipt:

Procedure
1. Navigate to the Inbound Order Shipment Details screen for the applicable
shipments. For more information about navigating to the Inbound Order
Shipment Details screen, see the section, "Navigate to the Inbound Order
Shipment Details Screen for Receiving Inventory Using Paper and Recording on
System Later".
2. From the action bar, click Start Receipt. The Start a Receipt for Receiving
Inventory Using Paper and Recording on System Later screen displayed.
3. Enter information in the applicable fields.
4. Click Save.

Record Paper-Based Receipts for Receiving Inventory Using
Paper and Recording on System Later
About this task
To record paper-based receipt details:

Procedure
1. Navigate to the Inbound Order Shipment Details screen for the applicable
shipments. For more information about navigating to the Inbound Order

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Shipment Details screen, see the section, "Navigate to the Inbound Order
Shipment Details Screen for Receiving Inventory Using Paper and Recording on
System Later".
2. From the action bar, click Report/Record receipt. The Receive screen displays.
v If receipts are not available, the Start a Receipt for Receiving Inventory Using
Paper and Recording on System Later screen displays. For more information
about starting a receipt, see section, "Start a Receiptfor Receiving Inventory
Using Paper and Recording on System Later".
v If multiple receipts are available, the Receive screen displays. Select the check
boxes of the applicable receipts you want to receive and click Proceed. The
Receive screen displays.
3. In the Lines to Receive table, enter the quantity you want to receive against
each shipment line.
4. Click Save.

Receive Expected Containers for Receiving Inventory Using
Paper and Recording on System Later
About this task
To receive expected containers:

Procedure
1. Open the Receive screen. For more information about navigating to the Receive
screen, see the section, "Record Paper-Based Receipts for Receiving Inventory
Using Paper and Recording on System Later".
2. To receive expected pallets, in the Lines To Receive area, click Pallet ID and
enter the pallet SCM.
To receive expected cases, in the Lines To Receive area, click Case ID and enter
the case SCM.
Note: If the Do Not Verify Case Contents box is checked, and in the
Applications Manager, under Receiving Preferences, if the Force Case Content
entry box is checked, verification of the contents packaged into the case is not
necessary. For more information, see the Sterling Selling and Fulfillment
Foundation: Warehouse Management System Configuration GuideSterling Warehouse
Management System: Configuration Guide. Also, you need not enter other
information to receive the container, after scanning the case or pallet.
3. Enter other information in the applicable fields.
4. If receiving a pallet, check Pallet Completely Received to close the pallet.
If receiving a case, check Case Completely Received to close the case.

Build Cases or Pallets for Receiving Inventory Using Paper and
Recording on System Later
About this task
To build cases or pallets out of loose SKUs that are available in the shipment:

3. Enter other information in the applicable fields.
4. If building a pallet, check Pallet Completely Received to close the pallet.
If building a case, check Case Completely Received to close the case.

Over-Receive for Receiving Inventory Using Paper and
Recording on System Later
About this task
The process of receiving excess quantity is based on the shipment attributes. For a
list of defined over-receipt quantity attributes, see the table, "Over-Receipt Quantity
Attributes".
To over-receive:

Procedure
1. Open the Receive screen. For more information about navigating to the Receive
screen, see the section, "Record Paper-Based Receipts for Receiving Inventory
Using Paper and Recording on System Later".
2. Enter other information in the applicable fields.
3. If receiving a pallet, check Pallet Completely Received to close the pallet.
If receiving a case, check Case Completely Received to close the case.

Capture an Item’s Extended Attributes for Receiving Inventory
Using Paper and Recording on System Later
About this task
To capture the extended attributes for an item:

Procedure
1. Open the Receive screen. For more information about navigating to the Receive
screen, see the section, "Record Paper-Based Receipts for Receiving Inventory
Using Paper and Recording on System Later".
2. In the Lines To Receive area > Shipment Line list search for the appropriate
Item ID. If the item is serial-tracked, tag-tracked, or time sensitive, then enter
the item’s extended attributes.

Inspecting Receipts in Multiple Steps
Once inventory is received, it is inspected. Inspecting receipts involves:
v Recording inspection details
v Viewing next disposition suggestions based on the current disposition status
v Entering appropriate inspection comments while inspecting an item
v Viewing item inspection details for a receipt
v Searching for receipts by disposition code
v Inspecting receipts from receipt summary screen
Note: The screens mentioned in these section appear while inspecting return
receipts. However, since the steps required for inspecting receipts are the same
for both Inbound Orders and Returns, the fields in the screen are the same.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Inspect a Receipt
About this task
To inspect a receipt:

Procedure
1. From the navigation bar, select Inbound> Inspect Receipt to inspect inbound
receipts and Returns > Inspect Receipt to inspect return receipts. The Inspect
Receipt screen displays.
2. Enter information in the applicable fields.
3. Click Proceed. The Inspect Return Receipt Details screen displays.

Inspect Receipt Lines
About this task
You can view the receipt item details and receipt lines that are already inspected
and also enter the inspection details for receipts that are not inspected.
To inspect a receipt line:

Procedure
1. In the Inspect Receipt screen, click Proceed. The Inspect Return Receipt Details
screen displays.
2. In New Disposition, select the disposition code from the list.
3. In Disposition Qty, enter the disposition quantity.
4. Click Save.
5. Click Close.
v To inspect an item, receive the item with non-final disposition code. For more
information about creating disposition codes, see the Sterling Selling and
Fulfillment Foundation: Warehouse Management System Configuration Guide.
v You can inspect receipts that are closed.

Close a Receipt
About this task
To close an inbound order's shipment receipt:

Procedure
1. Search for the applicable shipments. For more information about searching for
inbound order shipments, see Searching for Inbound Order Shipments.
2. From the list, select the check boxes of the applicable shipments.
3. From the action bar, click View Details. The Inbound Order Shipment Details
screen displays.
4. From the Shipment action bar, click the Return Receipt icon. The Receipts
window displays.
5. From the list, select the check boxes of the applicable receipts.
6. Click Close Receipt.

Chapter 3. Performing Inbound Tasks

Adjust a Receipt
About this task
To make adjustments to shipment receipts:

Procedure
1. From the navigation bar, select Inbound > UnReceive. The Receipt Adjustment
screen displays.
2. Enter information in the applicable fields.
3. Click Proceed. The Adjust Receipt screen displays, which enables you to
validate the criteria you entered in the Receipt Adjustment screen against the
receipt number, for filtering the results.
4. In the Adjust Receipt screen, click Adjust. The Modification Reason screen
displays, which enables you to enter appropriate reasons for adjusting the
received quantity.
5. In the Modification Reason screen, click OK.
Note: The unreceive option can also be used to unreceive a complete case or
pallet and loose SKUs.

Manage Discrepancies in Receiving an Inbound Order's Shipment
About this task
You can manage discrepancies found while receiving inbound shipments.
To manage the receiving discrepancies of an inbound shipment:

Procedure
1. Search for the applicable shipments. For more information about searching for
inbound order shipments, see Searching for Inbound Order Shipments.
2. From the shipment list, select the check boxes of the applicable inbound
shipments.
3. From the action bar, click View Details. The Inbound Order Shipment Details
screen displays.
4. From the action bar, click the Return Receipt History icon. The Shipment
Receipt Discrepancy screen displays.
5. Click Manage Receiving Discrepancies. The Manage Receiving Discrepancies
screen displays.
6. If the Discrepancy Reason and Reason Quantity fields are greyed out, click
Reopen Reason Entry to enable you to make changes as needed.
7. Adjust Discrepancy Reason and Reason Quantity so that the sum of the
Discrepancy Reasons and Reason Quantities add up to the Discrepancy
Quantity.
8. When you have finished the adjustments, click Save.
9. Click Reason Entry Complete. If your adjustments add up correctly, then the
fields are grayed out. If the adjustments do not add up correctly but you need
to close the window, you can finish working with the receiving discrepancies
later.
You can mark the reason entry as complete only after entering the discrepancy
reason for the entire discrepancy quantity.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

10.

Click Close.
Note: Use the recordReceivingDiscrepancy API to record discrepancies while
receiving an inbound shipment. For more information about the
recordReceivingDiscrepancy API, see the Sterling Selling and Fulfillment
Foundation: Javadocs.

Chapter 3. Performing Inbound Tasks

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 4. Managing Inventory
About Managing Inventory
Operations in a warehouse are broken into different processes such as receiving,
picking, packing, VAS, and returns. It is critical to capture and track inventory at
granular levels for these processes. Visibility is required at a granular level to
provide comprehensive management of inventory in a warehouse. Various reports
are generated to track inventory movement across an enterprise.
The Sterling Warehouse Management System provides comprehensive functionality
to track, monitor, and maintain inventory in a warehouse. Inventory visibility is
provided through the Location Inventory Details screen to provide granular
information, such as:
v Comprehensive visibility of inventory at both enterprise and node level.
v Extensive search capabilities using granular level information such as serial
number or lot number at a warehouse location.
v The ability to alter inventory at a location.
v The ability to modify granular inventory attributes at a location.
v Visibility of audits of inventory changes at the location level.
This chapter explains in detail the following use cases:
v Searching for Inventory
v Managing Count
v Adjusting Inventory
v Changing Inventory Attributes
v Clean Out Accounting Bin
v Creating Move Requests
v View an Inventory Audit Trail
v Print Stock Keeping Unit Labels

Searching for Inventory
Using the inventory search screens, you can perform:
v Location Inventory Search By Item
v Location Inventory Search By Container
v Location Inventory Search By Additional Attributes
v Location Inventory Search By Segment
v Location Inventory Search By Tag Attributes

To navigate to the search screens to Search for an Inventory
Procedure
1. From the navigation bar, select Inventory > Location Inventory Console.
Initially, the Location Inventory Search By Item screen displays. Select the
applicable search view from the Views drop-down list.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Location Inventory screen.
© Copyright IBM Corp. 1999, 2011

View an Inventory Audit Trail
About this task
A comprehensive inventory audit trail is provided to view item or container audit
details that occur in a warehouse. Audits are written for each transaction along
with the appropriate reference values and item attributes for tracking purposes. To
view inventory audits:

Procedure
1. From the navigation bar, select Inventory > Location Inventory Console.
2. From the Entities menu, select Location Inventory Audit. The Location
Inventory Audit Search By Item screen displays.
3. Enter information in the applicable fields and click Search. The Location
Inventory Audit List screen displays.
4. From the Location Inventory Audit List, Item Information or Location
Inventory Audit List, Container Information panel, select the checkboxes of the
items or containers whose audit trail you want to view.
5. Click View Details. The Location Inventory Audit Details screen displays.

Managing Count
Products or product categories may be counted on a regular or on an ad hoc basis
to validate the accuracy of the product inventory.
The following use cases are explained in detail here:
v Put an Item or Item Category on Count
v
v
v
v
v

Manage Count Requests
Invoke Count Service
Manage Count Tasks
Put Tasks on Hold
Report Count Task Completion

Put an Item or Item Category on Count
About this task
To put an Item or Item Category on Count from the Create Count Request screen:

Procedure
1. From the navigation bar, choose Inventory > Create Count Request. The Create
Count Request screen displays.
2. Enter the information in the applicable fields.
Note: An item or item classification may be put on count only if an enterprise
has been specified.
3. Choose the item or item category that you want to put on count:
v To put an item on count: Choose By Item, and enter relevant item
information.
v To put an item classification on count: Choose By Item Classification, and
enter relevant item classification information.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

4. Choose Create Count Request. The new count request displays in the Count
Request Details screen.

Manage Count Requests
About this task
To manage the existing count requests from the Count Request List screen:

Procedure
1. From the navigation bar, choose Inventory > Count Console.
2. Navigate to the Count Request Search By Count Request Attributes screen OR
the Count Request Search By Count Criteria screen.
3. Enter the applicable search parameters, and choose Search. The Count Request
List screen displays.
4. Select the relevant Count Requests and choose the appropriate action:
v Choose View Details to view the details of the selected Count Requests. The
Count Request Details screen displays. From this screen, you can Accept
Variance in the inventory.
v Choose Cancel to cancel the selected Count Requests. The Cancellation
Reason screen displays to capture the reason for cancelling the request.

Invoke Count Service
About this task
You can use the Invoke Count Service screen to create additional count requests.
To create additional count requests:

Procedure
1. From the navigation bar, choose Inventory > Invoke Count Service. The Invoke
Count Service screen displays.
2. Enter information in the applicable fields.
3. Click Proceed.

Manage Count Tasks
About this task
To manage existing count tasks from the Task List or Task Detail screen.

Procedure
1. From the navigation bar, choose Tasks > Task Console.
2. You can search for Tasks by:
a.
b.
c.
d.
e.

Zone (See Task Search By Zone screen)
Inventory attributes (See Task Search By Inventory screen)
References (See Task Search By Reference screen)
Exception (See Task Search By Exception screen)
Date (See Task Search By Date screen)

Chapter 4. Managing Inventory

3. Enter the applicable search parameters, and choose Search. The Task List screen
displays.
4. Alternatively, you can navigate to the Task List screen by choosing View Count
Tasks from the Count Request Details screen.
5. Select the relevant Count Tasks and choose the appropriate action:
v Choose View Details to view the details of the selected Count Tasks. The
Task Detail screen displays. From this screen, you can Hold, Release, Cancel,
or Complete count tasks.
v Choose Assign To User to assign the selected count tasks to a user. The
Assign to User screen displays.
v Choose Reprioritize to update the priority of the selected count tasks. The
Reprioritize screen displays.
v Choose Hold to put the selected count tasks on hold. The Hold Reason screen
displays.
v Choose Release to release the selected a count tasks, which had been put on
hold.
v Choose Cancel to cancel the selected count tasks. The Cancel Task Reason
screen displays.

Put Tasks on Hold
About this task
To put a count task on hold or release a count task that has been on hold from the
Task List OR the Task Detail screen:

Procedure
1. From the navigation bar, choose Tasks > Task Console.
2. You can search for Tasks by:
a. Zone (See Task Search By Zone screen)
b. Inventory attributes (See Task Search By Inventory screen)
c. References (See Task Search By Reference screen)
d. Exception (See Task Search By Exception screen)
e. Date (See Task Search By Date screen)
3. Enter the applicable search parameters, and choose Search. The Task List screen
displays.
4. Alternatively, you can navigate to the Task List screen by choosing View Count
Tasks from the Count Request Details screen.
5. Select the relevant Count Tasks and choose the appropriate action:
v Choose View Details to view the details of the selected Count Task. The Task
Detail screen displays. From this screen, you can Hold, Release, Cancel, or
Complete a count task.
v Choose Hold to put a count task on hold. The Hold Reason screen displays.
v Choose Release to release a count task that has been put on hold.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Report Count Task Completion
About this task
You can report the completion of a count task either though the console or the
mobile terminal. In the console, you can mark a count task as complete from the
Task Detail screen:

Procedure
1. From the navigation bar, choose Tasks > Task Console.
2. You can search for Tasks by:
a. Zone (See Task Search By Zone screen)
b. Inventory attributes (See Task Search By Inventory screen)
c. References (See Task Search By Reference screen)
d. Exception (See Task Search By Exception screen)
e. Date (See Task Search By Date screen)
3. Enter the applicable search parameters, and choose Search. The Task List screen
displays.
4. Alternatively, you can navigate to the Task List screen by choosing View Count
Tasks from the Count Request Details screen.
5. Select the relevant count task and choose View Details. The Task Detail screen
displays.
6. Choose Complete to record the completion of the count task. The Record Count
Result Details screen displays.

Creating Move Requests
Move requests can be automated or created manually. Whenever there is a demand
for a certain product or quantity, move requests are created and released to the
appropriate department. When released, tasks are generated for the move requests.
For example, when a customer requests shipments with serial numbers, move
requests are created for those shipments and released to the pack station. Move
requests can be created:
v Create Move Requests For Moving Inventory to a Specified Location
v Create Move Requests For Moving Inventory that Exists in a Location

Create Move Requests For Moving Inventory to a Specified
Location
About this task
To create a move request to move inventory to a specific location:

Procedure
1. From the navigation bar, select Inventory > Create Move Request. The Create
Move Request screen displays.
2. On the Create Move Request screen, Create Move Request, Move Request Items
panel, enter the item and quantity that you want to move.
3. Click Save.

Chapter 4. Managing Inventory

Create Move Requests For Moving Inventory that Exists in a
Location
About this task
To create a move request for inventory existing in a location:

Procedure
1. Search for inventory. For more information about performing an inventory
search, see the section, "Searching for Inventory".
2. Select checkboxes of the applicable locations. The Location Inventory Details
screen displays.
3. In the Location Inventory Details screen, select the checkboxes for the inventory
you want to move.
4. Click Create Move Request. The Create Move Request screen displays.
5. Enter information in the applicable fields.
6. Click OK.

Adjusting Inventory
From time-to-time, it may be necessary to adjust inventory. For example, a spot
location count (separate from scheduled inventory counts) may reveal shrinkage. In
this case, the easiest method for correcting inventory at that location is to perform
an inventory adjustment. You can adjust the item quantity at the location level or
on a license plate. You can adjust inventory:
v Adjust Inventory for a New Product
v Adjust Inventory for an Existing Product

Adjust Inventory for a New Product
About this task
To create inventory for a new product at a specific location and adjust the quantity:

Procedure
1. From the navigation bar, select Inventory > Adjust Location Inventory. The
Adjust Location Inventory Criteria screen displays.
2. Enter information in the applicable fields.
3. Click Proceed. The Adjust Location Inventory Details screen displays.
4. Adjust the item quantity as needed.

Adjust Inventory for an Existing Product
About this task
To adjust the quantity for an existing product:

Procedure
1. Search for inventory. For more information about performing an inventory
search, see the section, "Searching for Inventory".
2. Select the checkboxes for the applicable locations. The Location Inventory
Details screen displays.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

3. In the Location Inventory Details screen, select the checkboxes for the inventory
you want to adjust.
4. Click Adjust Location Inventory. The Adjust Location Inventory Details screen
displays.
5. In the Quantity panel, enter the new quantity for the item.
6. In the Modification Reasons panel, enter the applicable adjustment reason code.
7. Click Save.

Changing Inventory Attributes
You can change an item's inventory attributes, such as product class, inventory
status, country or region of origin, ship by date, FIFO number, or tag number
without changing the on hand quantity. To change inventory attributes for an item,
you:
v Find Specific Inventory to Change an Inventory Attribute
v Change Attributes Across Locations to Change an Inventory Attributes

Find Specific Inventory to Change an Inventory Attribute
About this task
To find specific inventory for an item:

Procedure
1. From the navigation bar, select Inventory > Change Location Inventory
Attributes. The Change Location Inventory Attributes (Criteria) screen displays.
2. Enter information in the applicable fields and click Proceed. The Change
Location Inventory Attributes screen displays.
3. In the Change Location Inventory Attributes, Location Inventory Attributes
panel, enter the new attributes.
4. In the Change Location Inventory Attributes, Audit Reason panel, enter the
reasons why the inventory was adjusted.
5. Click Save.

Change Attributes Across Locations to Change an Inventory
Attributes
About this task
To change an item's inventory attributes across locations:

Procedure
1. Search for inventory. The Location Inventory screen displays.
For more information about performing an inventory search, see the section,
"Searching for Inventory".
2. Do any of the following:
a. Select a checkbox for which you want to enter the new attributes. Click
Change Inventory Attributes. The Change Location Inventory Attributes
screen displays.
b. Select checkboxes of the applicable locations.
c. Click View Details. The Location Inventory Details screen displays.

Chapter 4. Managing Inventory

d. In the Location Inventory Details, Location Inventory Details panel, select
checkboxes of the applicable inventory for which you want to change
attributes.
e. Click Change Inventory Attributes. The Change Location Inventory
Attributes screen displays.
3. In the Change Location Inventory Attributes, Location Inventory Attributes
panel, enter the new attributes.
4. In the Change Location Inventory Attributes, Audit Reason panel, enter
modification reasons for adjusting the inventory.
5. Click Save.

Clean Out Accounting Bin
About this task
Warehouses clean out the inventory in accounting bin locations at the end of a
physical or cycle count process.
Note: Before cleaning the inventory at an accounting bin location, you need to
understand the functionality of the ZEROOUT_LOCATION_INV transaction. For more
information about this transaction, see the Sterling Selling and Fulfillment Foundation:
Warehouse Management System Configuration Guide.
To clean out the inventory at an accounting bin location:

Procedure
1. From the navigation bar, select Inventory > Accounting Bin Adjustment. The
Accounting Bin Adjustment Details Criteria screen displays.
2. Enter information in the applicable fields.
3. Click Proceed. The Accounting Bin Adjustment Details screen displays.
4. In the Accounting Bin Adjustment Reasons panel, enter the applicable
adjustment reason code.
5. Click Save.

Print Stock Keeping Unit Labels
About this task
The SKU labels are applied on hazardous items.
To print SKU labels:

Procedure
1. From the navigation bar, select Inventory > Print SKU Labels.
2. The Print Stock Keeping Unit Search By Item screen displays.
3. Enter information in the applicable fields and click Search. The Item List screen
displays.
4. Select the checkbox of an item for which you want to print the SKU label.
5. Click Print. The Print SKU Labels screen displays.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Hazmat SKU Label
Table 5. Hazmat SKU Label
Fields
DOT SHIPPING NAME

The proper shipping name.

ITEM

The item identifier.

HAZARD CLASS

The item's hazard class.

IDENTIFICATION
NUMBER

The four-digit number that identifies the hazardous items
(such as explosives and poisonous materials) of commercial
importance. This is widely used in international commerce,
such as when labelling the contents of the shipment
containers.

PACKING GROUP

Indicates the degree of danger of a hazardous item within its
hazard class or division and the type of packaging required
for the item. The valid values are: Packing Group I - high
danger, Packing Group II - medium danger, Packing Group
III - Low danger.

DOT LABEL CODE

Indicates the label code of the hazardous item.

About Reset Zone Pend-In Quantities
There may exist incorrect pend-in quantities against tasks in some locations that
must corrected. An ANT-based script, ResetZonePendInQuantities.xml is provided
that allows you to fix the incorrect pend-in quantities.
The ResetZonePendInQuantities.xml script takes EnterpriseCode, Node, ZoneId,
and Action as input that are read from the input file,
inputForClearPendInLocationInventory.xml. The valid values for Action attribute
are 'Info' or 'Update'. If no value is passed for Action, it is defaulted as 'Info'. If the
value passed for Action is 'Info', the script will provide the incorrect quantities for
location inventory and LPN pend-move. If this script is run with Action set to
'Update', incorrect quantities of Location inventory and LPN pend-move will be
corrected.
In case of a multi-schema deployment, set up connection parameters in the
ConnectionInfo Element for each Task Element in the
inputForClearPendInLocationInventory.xml input file. For example, to correct
pend-in quantities for a location that exists in a non-default colony, you must
provide ColonyId in the ConnectionInfo element.

Run the Reset Zone Pend-In Quantities
About this task
To run the ResetZonePendInQuantities.xml script, perform the following steps:

Procedure
1. Prepare the input file inputForClearPendInLocationInventory.xml that is located
at /bin, by providing the details of EnterpriseCode, Node,
ZoneId and Action, and so on. Incase of multi-schema deployment, specify the
connection information.
2. Go to /bin.
3. Set the YFS_HOME variable to .
Chapter 4. Managing Inventory

4. Run any one of the following commands as needed:
On Windows
sci_ant.cmd -f ResetZonePendInQuantities.xml

On Unix
./sci_ant.sh -f ResetZonePendInQuantities.xml

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 5. Performing Value-Added Services
About Performing Value-Added Services
The Sterling Warehouse Management System supports VAS operations, which
include creating work orders for services.
A work order captures activities and the completion status of each activity that is
required to perform services such as:
v Kitting–assembling components for a kit item.
v De Kitting–disassembling a kit item. This may be done to acquire an individual
component to complete another order.
v Compliance–value-added service that is performed to supply an item to a
specific buyer for made-to-customer orders.
v Inventory Change–converting inventory from one UOM to another.
v Provided Service–service performed at a customer site.
v Delivery Service–service performed for a product delivery to the customer site.
You can include one or more service activities such as assembling components,
applying logos, or packing components in a work order. You can assign a sequence
number to indicate the order in which you want to perform the activities.
This chapter explains the various VAS processes and how you can perform them. It
covers the following use cases:
v Create a Work Order for a Value-Added Service
v Searching for Work Orders in Value-Added Service
v Confirm Activities Included in the Work Order

Create a Work Order for a Value-Added Service
About this task
You can create a work order for a service.
To create a work order:

Procedure
1. From the navigation bar, choose VAS > Create Work Order. The Create Work
Order screen displays.
2. In Service Item Group, select the appropriate service item group associated
with the work order.
3. In Service Item ID, enter the identifier of the service item.
4. In Item ID, enter the identifier of the parent item or kit item.
5. In Unit Of Measure, select the appropriate UOM.
6. In Product Class, select the appropriate product class.
7. In Requested Quantity, enter the quantity of parent items required.
8. Enter other information in the applicable fields.
9. Click Proceed. The Create Work Order screen displays.
© Copyright IBM Corp. 1999, 2011

10. Enter information in the applicable fields.
11. Click Save. The Work Order Details screen displays.

Searching for Work Orders in Value-Added Service
The following Work Order Search screens let you search for work orders based on
different criteria:
v Work Order Search By Item screen
v Work Order Search By Container screen
v Work Order Search By Date screen
v Work Order Search By Activity screen
v Work Order Search By Components screen

To navigate to the search screens for a Value-Added Service:
Procedure
1. From the navigation bar, choose VAS > Work Order Console. Initially, the Work
Order Search By Item screen displays. Select the applicable search view from
the Views drop-down list.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Work Order List screen.

View Work Order Details
About this task
You can view the details of the work order you created in the Work Order Details
screen.
To view the details of a work order:

Procedure
1. From the Work Order List screen, select the check boxes of the applicable work
orders.
2. From the action bar, click View Details. The Work Order Details screen
displays.

View Work Order Tasks
About this task
You can view the tasks associated with a work order in the Work Order Details
screen.
To view the tasks associated with a work order:

Procedure
1. From the Work Order List screen, select the check boxes of the applicable work
orders.
2. From the action bar, click View Tasks. The Task List screen displays.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

View Move Requests
About this task
You can view the move requests associated with a work order in the Move Request
List screen.
To view the move requests associated with a work order:

Procedure
1. From the Work Order List screen, select the check boxes of the applicable work
orders.
2. From the action bar, click View Move Requests. The Move Request List screen
displays.

Confirm Work Orders
About this task
To confirm a work order, you must confirm all service activities included in the
work order.
To confirm a work order:

Procedure
1. From the Work Order List screen, select the check boxes of the applicable work
orders.
2. From the action bar, click Confirm. The VAS Station screen displays.
For more information about confirming activities included in a work order, see
Section 5.4, "Confirm Activities Included in the Work Order".

Cancel Work Orders
About this task
You can cancel a work order.
To cancel a work order:

Procedure
1. From the Work Order List screen, select the check boxes of the applicable work
orders.
2. From the action bar, click Cancel. The Cancellation Reason screen displays.
3. In Cancellation Reason Code, enter the applicable cancellation reason code.
4. Click Ok.

Confirm Activities Included in the Work Order
About this task
To confirm or complete the work order, you must confirm all activities included in
the work order.
To confirm activities included in a work order:

Chapter 5. Performing Value-Added Services

Procedure
1. From the navigation bar, click VAS > VAS Station. The VAS Station screen
displays.
2. In Scan, enter or scan the work order number or container number.
3. In Location, select the VAS station where you want to perform the activity.
4. In Activities panel, the activities associated with the service displays. Select the
activity that you want to confirm.
5. In Qty To Process, provided in the Quantity panel, enter the item quantity you
want to process.
6. Click Save.
If the item or any of its components is serial-tracked, tag-tracked, or time
sensitive, capture the extended attributes of the item. For more information
about capturing an the extended attributes of the item, see the appropriate
section in this guide.
Note: You can capture the tag attributes for a tag-controlled item only if the
node confirming the work order is configured to capture the tag attributes in
all operations performed within the node. For more information about
capturing the tag attributes, refer to the Sterling Selling and Fulfillment
Foundation: Application Platform Configuration Guide.
7. To confirm or complete the work order, repeat Step 4 through Step 6 until the
item's quantity to be confirmed for all activities equals to zero.

Capture the Extended Attributes of Multiple Serial-Tracked and
Serialized Kits in a VAS Station
About this task
You can confirm or complete a work order that includes more than one kit at a
time if all the kits are serial-tracked and the components are serial-tracked,
tag-tracked, or normal items.
The procedure to capture the extended attributes of multiple quantities of
serial-tracked kits with serial-tracked, tag-tracked, or normal components is as
follows:

Procedure
1. In the Qty To Process field provided in the Quantity panel in the VAS Station
screen, enter the number of serial-tracked kits you want to process.
For more information about performing activities in the VAS Station screen, see
Section 5.4, "Confirm Activities Included in the Work Order".
2. Click Save.
3. In the Serial Entry screen that is displayed, enter the serial number of the first
serial-tracked kit in the Serial # field.
4. If a tag-tracked or tag-controlled item is present, the Tag Entry screen is
displayed. Enter the Batch #, Lot #, and so on as applicable, and click Close.
Note: You can capture the tag attributes for a tag-controlled item only if the
node confirming the work order is configured to capture the tag attributes in
all the operations performed within the node. For more information about
capturing the tag attributes, refer to the Sterling Selling and Fulfillment
Foundation: Application Platform Configuration Guide.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

5. In the Serial Entry screen that is displayed, you can either enter the serial
numbers of the components of the first serial-tracked kit one after the other in
the Serial # field, or click the Enter Serial Range button to enter the serial
numbers of the start and end components.
Note: For a serial-tracked or serialized item, if secondary serials are defined,
but secondary information is not provided, the Enter Serial Range button is not
displayed.
For more information about the fields available in the Serial Entry screen, see
Section 6.3.3.6, "Capturing an Item’s Extended Attributes", and Section 35.2,
"Serial Entry".
Note: If the first serial-tracked kit contains different types of components,
perform step 5 for all the components.
6. To confirm or complete the work order, repeat steps 3-6 for the remaining
serial-tracked kits until the value in the Qty Completed field in the Quantity
panel in the VAS Station screen equals the number of serial-tracked kits entered
in step 1.
Note: The Enter Serial Range button is available only for the serial-tracked
items in a serial-tracked kit, and not for the serial-tracked kit.

Chapter 5. Performing Value-Added Services

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 6. Performing Outbound Tasks
About Performing Outbound Tasks
The Outbound Shipment Console provides information about outbound shipments
and shipment containers. This console provides details about sellers, node users,
and carriers necessary to coordinate and ensure on-time delivery of shipments.
You can either include a sales order release into an existing outbound shipment or
create an outbound shipment for a set of orders.
An outbound shipment can be included in a delivery plan by attaching it to a load.
For more information about managing delivery plans and loads, see the Yantra 7x
Logistics Management User Guide.
This chapter explains the various outbound tasks and how you can perform them.
It covers the following use cases:
v Managing Outbound Shipment Tasks
v Outbound Execution
v Managing Manifests
v Scheduling Dock Appointments
v Planning Resources for Outbound Tasks

Managing Outbound Shipment Tasks
This section provides instructions to complete the following tasks using the
Application Console:
v
v
v
v

Create an Outbound Shipment
Searching for Outbound Shipments
Modify an Outbound Shipment
Add Holds to an Outbound Shipment

Create an Outbound Shipment
About this task
You can use the Shipment Entry screen to manually create an outbound shipment
for a sales order or transfer order.
To create an outbound shipment:

Procedure
1. From the navigation bar, choose Outbound > Create Outbound Shipment. The
Shipment Entry screen displays.
2. In Enterprise, select the enterprise associated with the shipment.
3. In Shipment #, enter a number to identify the shipment, if applicable.
If you do not specify the number, the system generates a unique shipment
number.
4. In Buyer, enter the buyer associated with the shipment you are creating, if
applicable.
© Copyright IBM Corp. 1999, 2011

In Seller, enter the seller associated with the shipment you are creating.
Enter other information in the applicable fields.
Click Create Shipment. The Shipment Details screen displays.
In the Shipment Lines panel, enter the details of the items you want to add as
part of the shipment.
9. Enter other information if applicable.
10. Click Save.
5.
6.
7.
8.

Set Up Shipment Supervisory Overrides for Outbound Shipment
About this task
You can set up supervisory overrides for a shipment.
To set up supervisory overrides for a shipment, in the Shipment Entry screen:

Procedure
1. From the action bar, click Supervisory Overrides.
2. Check the Allow Overage box of the applicable overrides.
3. Click OK.

Searching for Outbound Shipments
The following Outbound Shipment Search screens let you search for outbound
shipments based on different criteria:
v
v
v
v
v

Outbound
Outbound
Outbound
Outbound
Outbound

Shipment
Shipment
Shipment
Shipment
Shipment

Search
Search
Search
Search
Search

By
By
By
By
By

Status
Date
Carrier
Item
Wave

To navigate to the search screens for Outbound Shipments
Procedure
1. From the navigation bar, choose Outbound > Outbound Shipment Console.
Initially, the Outbound Shipment Search By Status screen displays. Select the
applicable search view from the Views drop-down list.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Shipment List screen.

Modify an Outbound Shipment
About this task
You can modify certain attributes of a shipment. For example, you can modify the
carrier service for any shipment that has not been shipped.
To modify an outbound shipment:

Procedure
1. Search for an outbound shipment. The Shipment List screen displays.
For more information about searching for shipments, see the section, "Searching
for Outbound Shipments".
2. Select the check box of the shipment that you want to modify.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

3. From the action bar, click Modify Shipment. The Modify Shipment screen
displays.
4. Enter information in the applicable fields.
5. Click OK to save the changes.

Add Holds to an Outbound Shipment
About this task
You can add holds to a shipment to prevent it from being processed by
transactions or to prevent certain modifications on it.
To add holds to a shipment:

Procedure
1. Search for an outbound shipment. The Shipment List screen displays.
For more information about shipment search, see the section, "Searching for
Outbound Shipments".
2. Select the check boxes of the applicable shipments.
3. From the action bar, click View Holds. The View Holds screen displays.
4. From the Shipment Holds inner panel, click Add Holds. The Add Holds screen
displays.
5. In Hold Type, select the appropriate hold type that you want to add to the
shipment.
6. Click Save.

Outbound Execution
This section provides instructions to complete the following tasks using the
Application Console:
v
v
v
v
v

Pick Planning
Picking
Packing and Unpacking Containers
Create a Load for Outbound Containers
Add Holds to a Load for Outbound Containers

v Add Shipments to a Load for Outbound Containers

Pick Planning
You can create waves to pick inventory for a shipment, specify a pick strategy for
each wave to determine the best process and locations to use to pick inventory,
thus optimizing the labor cost. For more information about configuring a pick
strategy, see the Sterling Selling and Fulfillment Foundation: Warehouse Management
System Configuration Guide.

Create a Wave in Pick Planning
About this task
You can create a wave either manually or automatically by the system. When
waves are created, the system determines the shipments to be picked. The
shipments picked are assigned to a particular shipment group such as parcel, LTL,
and TL shipments. After you assign a shipment group to each shipment, you can
create waves for those groups.
Chapter 6. Performing Outbound Tasks

To create a wave:

Procedure
1. From the navigation bar choose Outbound > Outbound Shipment Console.
2. The Shipment Search By Status screen displays. For more information about
shipment search, see the section, "Searching for Outbound Shipments".
3. Enter information in the applicable fields.
4. Click Search. The search results display in the Shipment List screen.
5. Select the check boxes of the applicable shipments for which you want to create
a wave.
6. From the action bar, click Create Wave. The Create Wave for Selected Shipment
Group screen displays.
7. Click Create New Wave With Shipment Group and select the applicable
shipment group from the drop-down list.
8. Click Save.

Auditing a Wave in Pick Planning
About this task
When you create a wave, the system allows you to audit the created wave.
To audit a wave:

Procedure
1. From the Navigation bar, choose Outbound > Wave Console. The Wave Search
By Status screen displays
2.
3.
4.
5.

Enter information in the applicable fields.
Click Search. The search results are displayed in the Wave List Screen screen.
Click the wave number hyperlink. The Wave Summary screen is displayed.
From the Action bar, click the Audit icon. The Wave Audit screen is displayed.

Accepting a Wave
Warehouses can choose to monitor waves that are created and decide to manually
release them. This manual decision is called "accepting a wave".
Shipments that are not accepted can be included in new waves. You can accept a
wave manually or configure to automatically accept it.
To manually accept a wave, in the Wave Summary screen, click Accept from the
action bar.
Note: An accepted wave has to be assigned a lane based on the destination or
carrier before releasing it. To assign a lane to the wave, run the ASSIGN_LANE
agent on the trigger agent.

Releasing a Wave
About this task
A warehouse specifies the release time for waves. Shipments that do not have
sufficient inventory are removed from the wave.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

You can define a schedule to release waves for picking in a warehouse for a given
day. The release schedule considers waves that are accepted and ready for release.
You can define different times and days to release a wave that belong to a
particular shipment group.
To release a wave, in the Wave Summary screen, click Release from the action bar.

Cancel a Wave
About this task
When you cancel a wave, the pick tasks associated with the wave get cancelled.
To cancel a wave:

Procedure
1. In the Wave Summary screen, click Cancel from the action bar. The Cancel
Wave screen displays.
2. Select the Cancellation Code Reason associated with the wave.
3. Enter appropriate reasons for canceling the wave.
4. Click Save.

Picking
You can pick inventory using the Mobile Application. For more information about
picking, see the Sterling Selling and Fulfillment Foundation: Mobile Application User
Guide.

Packing and Unpacking Containers
Packing operations are performed after completing picking or VAS operations.
Certain pick methods including "sort while pick" and "pick and pack" combine
packing activities along with picking.
This section describes the packing process to be followed at the pack station.
The pack station is designed for a high-speed operation through a web browser
with minimal mouse usage. This can also be used for data entry operations where
barcodes are not readable or available.
The Pack Station console supports packing of shipment containers for both
system-defined and user-defined containers. For a system-defined containers, the
system automatically closes the shipment or container after packing the items.
However, in a user-defined packing process, the user has to manually close the
shipment or container.
Note: When the shipment is packed, a
"ON_SHIPMENT_PACK_PROCESS_COMPLETE" event that is associated with the
"ADD_TO_CONTAINER" transaction is raised (if enabled). You can use this event
to print shipping labels, container labels, or both. Similarly, when the container is
packed, a "ON_CONTAINER_PACK_PROCESS_COMPLETE" event that is
associated with the "ADD_TO_CONTAINER" transaction is raised (if enabled). You
can use this event to print container labels.
For more information about the Execution Console Framework, see Appendix B,
"Understanding the Execution Console Framework".

Chapter 6. Performing Outbound Tasks

You can pack cartons, pallets, or both after picking the items. The packing process
can either be system-defined or user-defined.
Note: The Pack HSDE menu provided out of the box in Sterling Selling and
Fulfillment Foundation does not prompt for COO (Country or Region Of Origin)
during packing. In order to record COO on packing from Pack HSDE console,
create a new a resource from the resource corresponding to the Pack HSDE
resource, set CaptureCOO=Y in the JSP parameter, and use the new resource for
packing.
For more information about the pack planning process, see the Sterling Selling and
Fulfillment Foundation: Warehouse Management System Configuration Guide.
This chapter explains in detail the following use cases:
v Navigate to the Pack Details Screen for Packing Containers
v Pack System-Suggested Containers
v
v
v
v
v

Pack User-Defined Containers
Pack a Container with Unknown Contents
Pack Single Item Shipments
Capturing an Item's Extended Attributes
Add Items into a Container

v Remove Items from a Container
v Add Inner Packs for an Item
v Remove Inner Packs for an Item
v Pack Containers for a Shipment
v Unpack Containers for a Shipment

Navigate to the Pack Details Screen for Packing Containers
About this task
To access the Pack Details Screen screen, do one of the following:

Procedure
1. From the navigation bar, click Outbound > Pack Station.
2. From the Container Details screen, click Pack/Unpack.
3. From the Shipment Details screen, click Pack Container.

Pack System-Suggested Containers
About this task
In this process, the system suggests the container to use to pack the items. The
Pack Details, Items panel provides a clear snapshot of items that you need to pack
into the container.
To pack system-suggested containers:

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

4. Scan the item you want to pack. If the item is serial tracked, the Serial Entry
screen displays where you enter the item’s serial number. See the section,
"Capturing an Item’s Extended Attributes".
5. In the Add Quantity field, enter or scan the item quantity you want add to the
container:
a. If the item is tag tracked, the Tag Entry screen displays where you enter the
item’s tag attributes. See the section, "Capturing an Item’s Extended
Attributes".
b. If the item is time sensitive, the Expiration Date Entry screen displays
where you enter the item’s expiration date. See the section, "Capturing an
Item’s Extended Attributes".
6. Click Weigh or press Alt+W. The container’s weight displays in the Actual
Weight field. You can modify the weight, if necessary.
Note: You cannot convert an inventory LPN into an outbound container.
Note: If an inventory LPN is picked into a system-suggested outbound
container, the LPN ID is not retained as the child container of the outbound
container. Only SKU and quantity are updated.

Pack User-Defined Containers
About this task
This process allows you to select the container to pack the items.
To pack the items into the selected container:

Procedure
1. Open the Pack Details Screen screen. See the section, "Navigate to the Pack
Details Screen for Packing Containers".
2. Select the pack location where you are performing the pack operation.
3. Scan the container SCM or select New Case or New Pallet.
4. Scan the item you want to pack. If the item is serial tracked, the Serial Entry
screen displays where you capture the item's serial number. See the section,
"Capturing an Item's Extended Attributes".
5. Scan the number of items you want to add to the container:
a. If the item is tag tracked, the Tag Entry screen displays where you capture
the item's tag attributes. See the section, "Capturing an Item's Extended
Attributes".
b. If the item is time sensitive, the Expiration Date Entry screen displays
where you enter the item's expiration date. See the section, "Capturing an
Item's Extended Attributes".
6. Click Weigh or press Alt+W. The container's weight displays in the Actual
Weight field. You can modify the weight, if necessary.
7. After you finish packing the container, click Close Container or press Alt+C.
You can scan the next container, if available.
Note: Before you scan the next container, clear the display information on the
Pack Details screen by clicking Reset or pressing Alt+R.
v If the inventory LPN is picked into a user-suggested outbound container, the
LPN ID is retained as a child container of the outbound container.

Chapter 6. Performing Outbound Tasks

v After you finish packing for a shipment, click Reset or press Alt+R to clear
the information before you start packing for the next shipment.
v In the Pack Station, you cannot convert an inventory LPN into an outbound
container.
v If an empty row displays between line items, it indicates that you cannot mix
attributes. For more information about mixing attributes, see the section
Defining Pack Planning in the chapter Configuring Packing in the Sterling
Selling and Fulfillment Foundation: Warehouse Management System Configuration
Guide.
Note: Problem: You cannot pack or unpack shipments.
Cause:
The Shipment Modification Rules for the Pack Shipment
and Unpack Shipment modification types are not set to
"Allow Modification".
Resolution:
Ensure that the Shipment Modification Rules for the Pack
Shipment and Unpack Shipment modification types are set
to "Allow Modification".
For more information about modification rule types, see
the Order Document Modification Types table in the Order
Modification Types appendix of the
Sterling Selling and Fulfillment Foundation:
Distributed Order Management Configuration Guide.
Note: Problem: You cannot print packing slips when packing cartons.
v The "ON_SHIPMENT_PACK_COMPLETE" event check box is not selected.
v The printer may not be connected, the printer power or green light may not
be on, or the printer that you want to print to is incorrectly selected.
Resolution:
v Select the "ON_SHIPMENT_PACK_COMPLETE" event check box.
v Make sure your printer is connected, the printer power or green light is on,
and select the correct printer that you want to use.
v Ensure that custom services that are used on the event to print the labels are
correctly implemented and configured.

Pack a Container with Unknown Contents
About this task
You can pack a container with unknown contents.
To pack a container with unknown contents:

Procedure
1. Open the Pack Details Screen screen. See the section, "Navigate to the Pack
Details Screen for Packing Containers".
2. On the Pack Details, Scan panel, in the Scan Identifier field:
a. Enter or scan the shipment number.
b. Enter or scan the container SCM you want to add to the shipment. The
container you scanned is automatically closed.
3. Click Save.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

4. After you finish scanning all containers that you want to add to the shipment,
click Close Shipment or press Alt+S.

Pack Single Item Shipments
About this task
Using the Pack HSDE screen, you can perform item-driven pack process and pack
shipments that have a single item.
In the Pack Details screen, when you scan a barcode in the Scan Identifier field, the
system identifies the shipment to pack based on the following sequence:

Procedure
1.
2.
3.
4.

Shipment Number, Batch Number, or Outbound Container
Serial number (derives the identifier of the item)
Identifier of the item
Inventory LPN
a. Single SKU LPN
b. Multi-SKU LPN
Note: When you scan the identifier of an item, the system considers only
loose SKUs present at the pack station. When you scan an inventory LPN,
the system suggests shipments whose total quantity is less than or equal to
inventory LPN quantity.

Pack Containers for Single Item Shipments
About this task
Based on the information scanned in the Scan Identifier field, the system first
searches for shipments that have a single item and suggests the shipment with the
earliest ship date that can be fulfilled. However, if multiple shipments are found
with the same criteria, the system suggests the shipment that has the highest
quantity. Later, the system suggests the container in which to pack the items.
The Pack Details, Items panel provides a clear snapshot of items that you need to
pack into the container.
To pack containers for single item shipments:

Procedure
1. Open the Pack Details Screen screen. For more information about opening the
Pack Details Screen screen, see the section, "Navigate to the Pack Details Screen
for Packing Containers".
2. Select the pack station from the drop-down list where you want to pack the
items.
3. In Scan Identifier, enter or scan the shipment number, serial number, inventory
LPN, or identifier of the item, as applicable. The system suggests the shipment
to pack.
Note:
Problem: When you scan the identifier of a pallet or item in the Scan Identifier
field, an "Task type for Pack process is not configured" error message displays.

Chapter 6. Performing Outbound Tasks

Cause: A task type is not configured under the "Packing" activity group.
Resolution: Configure at least one task type under the "Packing" activity group.
Note: When you scan the serial number, inventory LPN (single level
container), or item identifier, the item details display in the Products panel, and
the focus is in the Quantity field.
If you scan an inventory LPN, the Select SKU screen displays. Select the item
you want to pack. For more information about selecting the items to pack, see
the section, "Capture Item Details from an Inventory LPN".
4. Scan the item you want to pack. If the item is serial tracked, the Serial Entry
screen displays where you capture the item's serial number. For more
information about capturing an item's serial number, see the section, "Capturing
an Item's Extended Attributes".
5. Scan the number of items you want to add to the container:
a. If the item is tag tracked, the Tag Entry screen displays where you capture
the item's tag attributes. For more information about capturing an item's tag
attributes, see the section, "Capturing an Item's Extended Attributes".
b. If the item is time sensitive, the Expiration Date Entry screen displays
where you enter the item's expiration date. For more information about
capturing an item's expiration date, see the section, "Capturing an Item's
Extended Attributes".
6. Click Weigh or press Alt+W. The weight of the container displays in the Actual
Weight field. You can modify the weight, if necessary.

Capturing an Item’s Extended Attributes
You can capture the extended attributes for serial tracked, tag tracked, and time
sensitive items.
Capture an Item’s Serial Numbers:
About this task
To capture an item’s serial number:
Procedure
1. In the Remaining Serials field, the remaining number of serials to be scanned is
displayed.
2. In the Scanned Serials field, the total number of serials scanned is displayed.
3. The Item ID, Unit of Measure, and Requested Serial Number for the item are
automatically populated by the system in the corresponding fields.
4. In the Serial # field, enter the primary and secondary serial numbers of the
item.
5. In the From Serial # and To Serial # fields, enter the serial range of the item.
Note: The fields displayed in the Serial Entry window vary depending on the
item scanned.
Capturing an Item’s Tag Attributes:
Note: You can enter the tag details for an item:
v If the node is configured to capture the tag attributes in all operations within the
node, or,
v If the buyer on a shipment mandates it as a part of the inbound compliance.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

For more information about capturing tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Enter the item’s tag attributes, such as Lot number, Batch number, and Revision
number associated with a tag-tracked item.
Note: The fields displayed in the Tag Entry window vary depending on the item
scanned.
Note: If the item scanned has inventory information such as tag number, serial
number, expiration date, or quantity from the barcode translation, you are not
prompted to capture the inventory information.
For example, if a tag-tracked item with lot number "L" has tag information from
the barcode translation that the item belongs to lot "L", the Tag Entry screen does
not display.
Capturing an Item’s Expiration Date:
About this task
Enter the item’s expiration date. To change this date, choose the Calendar lookup
and specify a new expiration date or press Alt+L.
Capture Item Details from an Inventory LPN:
About this task
You can capture the item details from an inventory LPN.
To capture the item details from an inventory LPN:
Procedure
1. In Item ID, enter the identifier of the item to pack, or select the item identifier
from the list.
2. Click OK.
Note: By default this flag is set to "Y". If you set this flag to "N", the Select
SKU screen displays when you scan a Multi-SKU LPN.

Add Items into a Container
About this task
You can add items into a container.
To add items into a container:

Procedure
1. Open the Pack Details Screen screen. See the section, "Navigate to the Pack
Details Screen for Packing Containers".
2. In Add Quantity, enter the item quantity you want to add to the container.
a. If the item you want to pack already exists in the location in one or more
inventory containers (case or pallet), the Select Inventory Container screen
displays. Enter or select the Pallet or Case LPN from the list. The Location
Id is automatically populated by the system.

Chapter 6. Performing Outbound Tasks

b. If the item is tag tracked, the Tag Entry screen displays, where you capture
the item's tag attributes. See the section, "Capturing an Item's Extended
Attributes".
c. If the item is time sensitive, the Expiration Date Entry screen displays,
where you enter the item's expiration date. See the section, "Capturing an
Item's Extended Attributes".
d. Click Close Container or press Alt+C to indicate that the pack operation is
complete.
Note:
Problem: You cannot print packing slips on packing cartons.
Cause:
v The "ON_SHIPMENT_PACK_COMPLETE" event check box is not
selected.
v The printer may not be connected, the printer power or green light may
not be on, or the printer that you want to print to is incorrectly selected.
Resolution:
v Select the "ON_SHIPMENT_PACK_COMPLETE" event check box.
v Make sure your printer is connected, the printer power or green light is
on, and select the correct printer that you want to use.
v Ensure custom services that are used on the event to print the labels are
correctly implemented and configured.

Remove Items from a Container
About this task
You can remove items from a container.
To remove the items from a container:

Procedure
1. Open the Pack Details Screen screen. See the section, "Navigate to the Pack
Details Screen for Packing Containers".
2. In Remove Qty, enter the item quantity you want to remove from the container.
a. If the item is tag tracked, the Tag Entry screen displays, where you enter the
item’s tag attributes. See the section, "Capturing an Item’s Extended
Attributes".
b. If the item is time sensitive, the Expiration Date Entry screen displays,
where you enter the item’s expiration date. See the section, "Capturing an
Item’s Extended Attributes".

Add Inner Packs for an Item
About this task
To add inner packs for an item:

Procedure
1. Open the Pack Details Screen screen. See the section, "Navigate to the Pack
Details Screen for Packing Containers".

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

2. In the Location field, select the location where you are performing the pack
operation.
3. In the Scan Identifier field, enter or scan the container SCM.
4. In the Pack Details, Items panel, select the item for which you want to record
the inner packs and click INNER PACKS.
5. In the Selected Container Details, Quantity Breakup panel, enter the inner pack
quantity and number of inner packs.

Remove Inner Packs for an Item
About this task
To remove inner packs for an item:

Procedure
1. Open the Pack Details Screen screen. See the section, "Navigate to the Pack
Details Screen for Packing Containers".
2. On the Pack Details, Container Properties panel, click Unpack Container.
3. In the Container Contents panel, select the item for which you want to remove
inner packs.
4. In the Selected Container Details, Quantity Breakup panel, in Remove Inner
Packs field, enter the number of inner packs you want to remove. Depending
on this, the value in the Remove Quantity field is automatically populated.
5. Click Save.

Pack Containers for a Shipment
About this task
Once you create a shipment, you can pack all the items in a container for the
shipment.
To pack a container:

Procedure
1. Search for an outbound shipment. The Shipment List screen displays. For
more information about shipment search, see the section, "Searching for
Outbound Shipments".
2. Check the box of the shipment number for which you want to pack
containers.
3. From the action bar, click View Details. The Shipment Details screen displays.
4. From the action bar, select Pack Container. The Pack Details Screen screen
displays.
5. Select the appropriate pack station from the drop-down list.
6. Click New Case. The item ID and corresponding details get filled
automatically.
7. In SKU, enter or scan the item identifier and press Tab.
The item’s unit of measure and the inventory status display automatically.
8. In Add Quantity, enter the item quantity to be packed in one container.
9. Enter other information in the applicable fields.
10. Click Save.

Chapter 6. Performing Outbound Tasks

Unpack Containers for a Shipment
About this task
You can unpack any packed container to remove inventory from a container.
To unpack a container:

Procedure
1. Search for an outbound shipment. The Shipment List screen displays. For
more information about shipment search, see the section, "Searching for
Outbound Shipments".
2. Check the box of the shipment number for which you want to unpack the
containers.
3. From the action bar, click View Details. The Shipment Details screen displays.
4. From the action bar, click the Containers icon. The Shipment Containers
screen displays.
5. Check the boxes of the applicable containers you want to unpack.
6. Click View Details. The Container Contents screen displays.
7. From the action bar, click Pack/Unpack. The Pack Details Screen screen
displays.
8. In the Container Properties panel, click Unpack Container. The Container
Contents screen displays.
9. Enter the quantity you want to remove from the container.
10. Click Save.

Managing Manifests
This section explains in detail the following use cases:
v Navigate to the Add to Manifest screen
v Convert an Inventory Container into an Outbound Container
v Add Containers to a Manifest
v View the Container’s Contents
v Record the Weight of Containers in a Manifest
v Remove Containers from a Manifest
v Close a Manifest

Navigate to the Add to Manifest screen
About this task
To access the Add To Manifest screen, from the navigation bar, click Outbound >
Add To Manifest.

Convert an Inventory Container into an Outbound Container
About this task
Note: LPNs picked for shipments with requested serials cannot be converted into
an outbound container.
You can use the manifest station to convert an inventory container to an outbound
container.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

To convert an inventory container into an outbound container:

Procedure
1. Open the Add To Manifest screen. See the section, "Navigate to the Add to
Manifest screen".
2. In Station, select the station from the drop-down list where you are manifesting
the containers.
3. In Scan Identifier:
a. Enter or scan the shipment number.
b. Enter or scan the inventory container.
If the item is serial-tracked and the serial number is not captured during the
pick or pack process, capture the item’s serial number. For more
information about capturing the item’s serial number, see the section,
"Capturing the Item’s Serial Number". Click Close.
The system automatically converts the inventory container into an outbound
container.
Note: Do not scan the shipment number if you use the Sterling Warehouse
Management System Task Framework to move the inventory container.

Add Containers to a Manifest
About this task
You can add containers to an existing manifest or add to a new manifest after
packing it.
To add containers to a manifest:

Procedure
1. From the navigation bar, select Outbound > Add to Manifest. The Add To
Manifest screen is displayed.
2. In Station, select the station from the drop-down list where you are manifesting
the containers.
3. In Scan Identifier, enter or scan the container SCM that you want to add to the
manifest.
If the item is serial-tracked or if the serial number is not captured during the
pick or pack process, capture the item's serial number. For more information
about capturing the serial number, See the section, "Capturing the Item's Serial
Number".
4. Enter other information in the applicable fields.
5. Click Add to Manifest.
Note: Save the container's information and packing notes entered (if any)
before manifesting.
Note: You can customize the manifest station to perform generic status changes
on a container.
To customize the manifest station:

Chapter 6. Performing Outbound Tasks

v Define the custom pipeline by extending the default pipeline associated with
a transaction ID. For more information about configuring process models, see
the Sterling Selling and Fulfillment Foundation: Application Platform
Configuration Guide.
v Extend the existing resource and modify the JSP to contain
JSP=/wms/wmsmanifest/detail/exuimanifest_detail_anchor.
jsp?TransactionId=. For more information about defining or
extending resources, see the Sterling Selling and Fulfillment Foundation:
Application Platform Configuration Guide.
v Create a Menu Entry for the newly created resource and use the new screen
to perform a generic status change. For more information about defining
menus, see the Sterling Selling and Fulfillment Foundation: Application Platform
Configuration Guide.
Note: The Tracking Number and Freight Charges are not getting generated
while manifesting
Problem
The system does not automatically generate the tracking number and freight
charges for a manifested container.
Cause
No records are found for parcel carrier preferences pertaining to the node.
Resolution
In the Applications Manager, add parcel carrier preferences to a node, and also
enter the node's shipping account number associated with the carrier. For more
information about parcel carrier preferences, see the Defining a Node's Parcel
Carrier Preferences in the Sterling Selling and Fulfillment Foundation: Application
Platform Configuration Guide.
Note: An error message, "YDM00166 - No record found in
YFS_FREIGHT_TERMS table" pops up
Problem
An error message, "No record found in YFS_FREIGHT_TERMS table" occurs.
Cause
The freight term is not configured for your Enterprise.
Resolution
Configure the freight terms for the Enterprise. For more information about
configuring freight terms, see the section Creating a Freight Term in the Sterling
Selling and Fulfillment Foundation: Logistics Management Configuration Guide.
Note: Problem
You cannot add containers to a manifest that is in "Closed" or "Requested for
Closure" status.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Cause
The system does not allow to add containers to a manifest that is in "Closed" or
"Requested for Closure" status.
Resolution
Add containers to a manifest that is in "Closure Failed" or "Open" status.
Note: An error message "YCS00006 - NMFC data is not set up for the item"
pops up
Problem
An error message, "NMFC data is not set up for the item" occurs.
Cause
The NMFC code does not exist for the item.
Resolution
Enter the item's NMFC code. For more information about defining product
item's classifications, see the Defining a Product Item's Classifications in the
Catalog Management: Configuration Guide.
Note: An error message, "YDM00171 - Shipping Account No not set up for the
carrier" pops up
Problem
An error message, "Shipping Account No not set up for the carrier" occurs.
Cause
A. The Shipping Account number is not configured for the Parcel Carrier of the
shipping node, OR
B. The Shipping Account number is not configured for the Carrier of the Buyer.
Resolution
A. If the Freight Terms on the shipment is Prepaid, configure the Shipping
Account number for the Parcel Carrier of the shipping node. For more
information about defining the parcel carrier preferences of the node, see the
section Defining a Node's Parcel Carrier Preferences in the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
B. If the Freight Terms on the shipment is Collect, configure the Billing Account
number for the Carrier of the Buyer. For more information about defining the
carrier preferences of the buyer, see the section Defining Carrier Preferences
Parameters in the Sterling Selling and Fulfillment Foundation: Application Platform
Configuration Guide.
Note: An error message, "Class not found exception" pops up

Chapter 6. Performing Outbound Tasks

Problem
An error message, "Class not found exception" occurs.
Cause
The ycsbe.jar file is not included in the classpath environment variable.
Resolution
Include the ycsbe.jar file in the classpath and restart the Application Server.
Note: Capturing Weight using the Weighing Scale
Problem
Using a weighing scale you cannot capture the package's weight.
Cause
The weighing scale is not integrated with the system, the weighing scale's
power is off, or the weighing scale is configured incorrectly.
Resolution
Make sure that the weighing scale is integrated with the system, the weighing
scale's power is on, and the weighing scale is configured correctly.
Note: Problem
You cannot print a FedEx label for a package that is manifested.
Cause
The printer may not be connected, the printer power or green light may not be
on, or the printer that you want to print to is selected incorrectly.
Resolution
Make sure your printer is connected, the printer power or green light is on, and
select the correct printer that you want to use.
Note: Error while Manifesting
Problem
While scanning a package to manifest, an error message pops up.
Cause
The problem is related to FedEx Powership limitations.
Resolution
See the FedEx Powership guide for a list of error codes and their descriptions.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Capturing the Item’s Serial Number for a Serial-Tracked Item
About this task
To capture a serial number for a serial-tracked item, enter or scan the item’s serial
number and component serial numbers. Click Close or press Alt+O to return to the
Add To Manifest screen.
Note: The fields displayed in the Serial Entry window vary depending on the item
scanned.

View the Container’s Contents
About this task
You can view the details of all items packed in a container. On the Container
Contents for Packaged Items screen you can view the item’s product class, unit of
measure, quantity to be packed, and the actual quantity packed in the container.

Procedure
1. Open the Add To Manifest screen. For more information about navigating to
the Add to Manifest screen, see the section, "Navigate to the Add to Manifest
screen".
2. In Station, select the station from the drop-down list where you are manifesting
the containers.
3. In Scan Identifier, enter or scan the container SCM to view the contents packed
in the container.
4. Click View Contents. The Container Contents for Packaged Items screen
displays.

Remove Containers from a Manifest
About this task
You can remove packed containers from a manifest before closing the manifest.
To remove packed containers from a manifest:

Procedure
1. From the navigation bar, select Outbound > Remove from Manifest. The
Remove From Manifest screen is displayed.
2. In Station, select the station from where you want to remove the container from
the manifest.
3. In Scan Identifier, enter or scan the container SCM of the container you want to
remove from the manifest.
4. Enter other information in the applicable fields.
5. Click Remove from Manifest.

Close a Manifest
About this task
After all the containers are added to a manifest, you can close the manifest.
To close a manifest:

Chapter 6. Performing Outbound Tasks

Procedure
1. From the navigation bar, select Outbound > Manifest Console. The Manifest
search window is displayed.
2. Enter information in the applicable fields and click Search. The Manifest List
screen is displayed.
3. Select the check box adjacent the manifest you want to close.
4. Click Close Manifest. The Close Manifest screen is displayed.
5. Enter information in the applicable fields.
6. Click OK.
Note: If a trailer number is not already associated with a manifest, the Close
Manifest dialog box is displayed. A user can use this to associate a trailer with
a manifest before closing the manifest. Otherwise, the manifest is closed
automatically.

Record the Weight of Containers in a Manifest
About this task
You can record the weight of a container.
To record the weight of a container:

Procedure
1. Open the Add To Manifest screen. For more information about navigating to
the Add to Manifest screen, see the section, "Navigate to the Add to Manifest
screen".
2. In Station, select the station from the drop-down list where you are manifesting
the containers.
3. In Scan Identifier, enter or scan the container SCM.
4. Click Weigh. The Weigh Station Screen screen displays where you can record
the container’s weight.

Navigate to the Weigh Station Screen
About this task
To access the Weigh Station Screen screen, from the navigation bar, click Outbound
> Weigh Station.

Record the Container’s Weight from a Weigh Station Screen
About this task
To record the container’s weight:

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

4. Enter other information in the applicable fields.
5. Click Weigh or press Alt+W. The container’s weight is recorded.

Capture the Item’s Serial Number for a Serial-Tracked Item
About this task
To capture the serial number for a serial-tracked item, enter or scan the item’s
serial number and component serial numbers. Click Close or press Alt+O to return
to the Weigh Station Screen screen.
Note: The fields displayed in the Serial Entry window vary depending on the item
scanned.

Convert an Inventory Container into an Outbound Container
About this task
Note: LPNs picked for shipments with requested serial numbers cannot be
converted into an outbound container.
To convert an inventory container into an outbound container:

Procedure
1. Open the Weigh Station Screen screen. See the section, "Navigate to the Weigh
Station Screen".
2. In the Location ID field, select the manifest location.
3. In the Scan Identifier field:
a. Enter or scan the shipment number.
b. Enter or scan the inventory container.
If the item is serial tracked, and the serial number is not captured during
the pick or pack process, capture the item’s serial number. See the section,
"Capture the Item’s Serial Number for a Serial-Tracked Item". Click Close.
The system automatically converts the inventory container into an outbound
container.
Note: Do not scan the shipment number if you use the Sterling Warehouse
Management System Task Framework to move inventory LPN.

Create a Load for Outbound Containers
About this task
You can create a load.
To create a load:

Procedure
1. From the navigation bar, choose Outbound > Create Load. The Create Load
Screens screen displays.
2. Enter information in the applicable fields.
3. Click Save.

Chapter 6. Performing Outbound Tasks

Search for Loads using the Load Console Screen
About this task
You can search for loads using the Load Console screen. For more information
about load search, see the Yantra 7x Logistics Management User Guide.

Add Holds to a Load for Outbound Containers
About this task
You can add holds to a load to prevent it from being processed by transactions or
to prevent certain modifications to be applied to it.
To add holds to a load:

Procedure
1. From the navigation bar, choose Outbound > Load Console. The Load Search
by Summary screen displays. For more information about load search, see the
Yantra 7x Logistics Management User Guide. Select the applicable search view
from the Views drop-down list.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Load Console Summary screen.
For more information about the Load Console Summary screen, see the Yantra
7x Logistics Management User Guide.
4. Check the boxes of the applicable shipment mode and click View Details. The
Load List screen displays. For more information about the Load List screen, see
the Yantra 7x Logistics Management User Guide.
5. Check the boxes of the applicable load number for which you want to view the
details.
6. From the action bar, click View Holds. The View Holds screen displays. For
more information about the View Holds screen, see the Yantra 7x Logistics
Management User Guide.
7. From the Load Holds inner panel, click Add Holds. The Add Holds screen
displays. For more information about the View Holds screen, see the Yantra 7x
Logistics Management User Guide.
8. Click Save.

Add Shipments to a Load for Outbound Containers
About this task
You can add shipments to an existing load that are shipped to the same delivery
address.
To add shipments to a load:

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

3. Click Search. The search results display in the Load Console Summary screen.
For more information about the Load Console Summary screen, see the Yantra
7x Logistics Management User Guide.
4. Check the boxes of the applicable shipment mode and click View Details. The
Load List screen displays. For more information about the Load List screen,
see the Yantra 7x Logistics Management User Guide.
5. Check the boxes of the applicable load number for which you want to view
the details.
6. From the action bar, click View Details. The Load Details screen displays. For
more information about the Load Details screen, see the Yantra 7x Logistics
Management User Guide.
7. From the action bar, click Add Shipments. The Outbound Shipment Search By
Status screen displays. For more information about shipment search, see the
section, "Searching for Outbound Shipments".
8. Enter the applicable search parameters and click Search. The Shipment
Lookup List screen displays. For more information about the Shipment
Lookup List screen, see the Yantra 7x Logistics Management User Guide.
9. Select the check boxes of the applicable shipments that you want to add to the
load.
10. From the action bar, click Add to Load.

Scheduling Dock Appointments
The dock scheduling functionality allows you to manage appointments for
locations in a warehouse to receive inbound shipments and ship outbound
shipments. The dock scheduling rules enable you to specify number of days in
advance to take a dock appointment. Scheduling of docks is based on the
warehouse calendar associated with the dock and takes into consideration the
working days, holidays, and shifts that are valid for receiving or shipping
operations. Each dock can have its own calendar and specify the shifts when it is
available.
For more information about dock appointments, see the Sterling Selling and
Fulfillment Foundation: Warehouse Management System Concepts Guide.
Scheduling dock appointments may involve a combination of any of the following
tasks which are explained in detail in this section:
v Search for a Dock Appointment
v
v
v
v
v
v

Viewing Dock Schedule Details
Take a New Dock Appointment
Modify a Dock Appointment
Cancel a Dock Appointment
Manage Docks
Remove a Dock Group Constraint

Search for a Dock Appointment
About this task
You can search for a dock appointment.
To search for a dock appointment:

Chapter 6. Performing Outbound Tasks

Procedure
1. From the navigation bar, select Inbound > Dock Delivery Appointments or,
select Outbound > Dock Pickup Appointments. The Dock Appointment Search
By All Attributes screen displays.
2. Enter the search criteria for the dock appointment as applicable. For more
information about the search criteria, see the table, "Dock Appointment Search
By All Attributes."
3. Click Search. The Dock Schedule Details screen displays where you can view
the dock appointments for each dock that meets your search criteria.

Viewing Dock Schedule Details
About this task
To view dock schedule details, perform a search for the docks meeting your
desired criteria. See the section, "Search for a Dock Appointment" for information
about conducting this search. The Dock Schedule Details screen displays, which
provides visibility to the dock appointment calendar. This screen displays the
inbound, outbound, and both inbound and outbound docks with their:
v Available time slots for creating new appointments.
v Unavailable time slots due to calendar constraints.
v Unavailable time slots due to appointments already taken.
For more information about the Dock Schedule Details screen, see the table, "Dock
Schedule Details, Dock Availability".

Take a New Dock Appointment
About this task
You can take a new dock appointment.
To take a new dock appointment:

Modify a Dock Appointment
About this task
You can modify a dock appointment.
To modify a dock appointment:

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Procedure
1. Perform a search for the docks meeting your desired criteria. See the section,
"Search for a Dock Appointment" for information about conducting this search.
2. In the Dock Schedule Details screen, Dock Availability panel, select the time
slot of the appointment you want to modify which is indicated by clicking one
of these two shaded blocks: the Cyan icon or the Blue icon.
3. Enter the appointment details in the Appointment Details panel.
4. Click Save.
For specific information about the field requirements when modifying a dock
appointment, see the table, "Dock Appointment, Appointment Details".
Note: In the Selling and Fulfillment Foundation Applications Manager when
performing the task of Defining the Node's Attributes, if the Dock Schedules
are Managed By field is set to Sterling TMS, the Dock Schedule Details Screen
is non-editable. For more information about Dock Schedule, see the Sterling
Selling and Fulfillment Foundation: Application Platform Configuration Guide.

Cancel a Dock Appointment
About this task
You can cancel a dock appointment.
To cancel a dock appointment:

Manage Docks
About this task
You can enter additional constraints for the maximum number of appointments
that can be taken for a group of docks in the Dock Group Details screen.
To enter additional constraints for a group of docks:

Procedure
1. Perform a search for the docks meeting your desired criteria. See the section,
"Search for a Dock Appointment" for information about conducting this search.
2. In the Dock Schedule Details screen, Dock Availability panel, select Manage
Dock Groups action. The Dock Group Details screen displays.
3. Enter the details in the Dock Group Max No. of Appointments.
4. Click Save to save the maximum number of dock group appointment
constraints.
For more information about the field requirements for managing docks, see the
table, "Dock Group Details, Dock Group Max No. of Appointments".

Chapter 6. Performing Outbound Tasks

Remove a Dock Group Constraint
About this task
You can remove a dock appointment constraint.
To remove a dock appointment constraint:

Procedure
1. Perform a search for the docks meeting your desired criteria. See the section,
"Search for a Dock Appointment" for information about conducting this search.
2. In the Dock Schedule Details screen, Dock Availability panel, select Manage
Dock Group action. The Dock Group Details screen displays.
3. Check the boxes of the dock appointment constraints you want to remove.
4. From the Dock Group Max No. of Appointments action bar, click Remove.

Planning Resources for Outbound Tasks
The Resource Planning tool provides warehouses with the ability to plan for
expected workload and determine the number of resources required to complete
the activity. Having visibility to expected resources enables a warehouse to
accurately plan for overtime, temporary staffing, and so forth, thus optimizing the
resource costs.
For more information about resource planning, see the Sterling Selling and
Fulfillment Foundation: Warehouse Management System Concepts Guide.
Resource Planning may involve a combination of the following tasks which are
explained in detail in this section:
v Define Standard Capacity
v View Capacity Details for Various Resource Pools
– Transfer Resources Temporarily using the Capacity Details Screen
– Assign Shifts within their Resource Pools
v View Demand Details for a Resource
– Perform a Demand Search using the Demand Details Screen
– Move Shipments to an Appropriate Date
v Confirm a Plan

Define Standard Capacity
About this task
You can define the standard capacity for each resource pool.
To define the standard capacity for resource pools:

Procedure
1. From the navigation bar, choose Outbound > Define Standard Capacity. The
Defining Standard Capacity screen displays.
2. Select the appropriate resource pool and click Standard Capacity. The Resource
Pool Current Standard Capacity Details screen displays.
3. Enter information in the applicable fields.
4. Click Save.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

View Capacity Details for Various Resource Pools
About this task
You can view the capacity details for various resource pools.
To view the capacity details for various resource pools:

Procedure
1. From the navigation bar, choose Outbound > Resource Planning. The Resource
Planning Capacity Search screen displays.
2. In the start date field, enter the date for which you want to begin planning
resources.
3. In the #of days field, enter the total number of days for which you want to
plan resources.
4. Next to the Show Demand and Capacity Data in field, choose the unit of
measure in which you want the capacity and demand to be displayed.
5. Check the box "Consider Pending Task", if you want to consider the pending
tasks to be completed as a backlog for the chosen date.
6. Click Search. The Resource Planning Screen displays.
7. Within the Plan Resources Panel, when a capacity is chosen for a resource pool
on a specific date, the Capacity Details screen displays.

Transfer Resources Temporarily using the Capacity Details
Screen
About this task
Use the Capacity Details screen to move resources between various resource pools.
To move resources between resource pools:

Procedure
1. Open the Capacity Details screen. For more information about navigating to the
Capacity Details screen, see the section, "View Capacity Details for Various
Resource Pools".
2. Within the Other Resource Pools panel, choose the resources you want to move
and click Pull Resources. The Transfer Resources Screen displays.
3. Enter information in the applicable fields.
4. Click Save.

Assign Shifts within their Resource Pools
About this task
You can assign shifts to resources within their resource pools.
To assign shifts to resources within resource pools:

Procedure
1. Open the Capacity Details screen. For more information about navigating to the
Capacity Details screen, see the section, "View Capacity Details for Various
Resource Pools".
2. Within the Member Resources panel, choose the resource you want to assign to
the shifts and click Assign Shifts. The Assign Shift Screen displays.
Chapter 6. Performing Outbound Tasks

3. Click the Add icon to add new shifts and enter information in the applicable
fields.
4. Click Save.

View Demand Details for a Resource
About this task
You can view the resource demand details.
To view the resource demand details:

Procedure
1. From the navigation bar, choose Outbound > Resource Planning. The Resource
Planning Capacity Search screen displays.
2. In the start date field, enter the date for which you want to begin planning
resources.
3. In the # of days field, enter the total number of days for which you want to
plan resources.
4. Next to the Show Demand and Capacity Data in field, choose the unit of
measure in which you want the capacity and demand to be displayed.
5. Check the box "Consider Pending Task", if you want to consider the pending
task to be completed as a backlog for the chosen date.
6. Click Search. The Resource Planning Screen displays.
7. Choose the demand for a selected date against an appropriate resource pool,
the Demand Details for Resource Pool screen displays.

Perform a Demand Search using the Demand Details Screen
About this task
You can search for demands based on the specified criteria.
To search for demand restricted to a constraint:

Procedure
1. Open the Demand Details for Resource Pool screen. For more information
about navigating to the Demand Details screen, see the section, "View Demand
Details for a Resource".
2. Within the Demand panel, enter information in the appropriate fields to restrict
the search.
3. Click Search. The demand break-up by the appropriate choice of fields displays.

Move Shipments to an Appropriate Date
About this task
You can move shipments to an appropriate date.
To move shipments to a later date:

Procedure
1. Click the Move Shipments icon against the appropriate date. The Move
Shipments screen displays.
2. Enter information in the applicable fields.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

3. Click Move.

Confirm a Plan
About this task
You can confirm a plan for resources.
To confirm the plan:

Procedure
1. From the navigation bar, choose Outbound > Resource Planning. The Resource
Planning Capacity Search screen displays.
2. In the start date field, enter the date for which you want to begin planning
resources.
3. In the # of days field, enter the total number of days for which you want to
plan resources.
4. Next to the Show Demand and Capacity Data in field, choose the unit of
measure in which you want the capacity and demand to be displayed.
5. Check the box "Consider Pending Task", if you want to consider the pending
tasks to be completed as a backlog for the chosen date.
6. Click Search. The Resource Planning Screen displays.
7. Click on the View Details action. The Planning Summary screen displays.
8. Click Confirm Plan.

Chapter 6. Performing Outbound Tasks

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 7. Managing Tasks
About Managing Tasks
You can use the Task Console to manage paper-based tasks such as pick and count.
The Task Console provides task-related information to node users.
This chapter explains the various task-related activities and how you can perform
them. It covers the following use cases:
v Searching for Tasks
v Confirm a Batch after Completing the Paper-Based Tasks
v Record Count using the Recording Count Results Screen
v Manual Logging of Productivity for a Completed Task
v Search for Productivity Logs using the Productivity Search by Productivity Type
v Deriving Labor Standards
v View User Time Sheet using the Time Sheet Screen

Searching for Tasks
The following Task Search screens let you search for tasks based on different
criteria:
v
v
v
v
v

Task
Task
Task
Task
Task

Search
Search
Search
Search
Search

By
By
By
By
By

Task Type screen
Zone screen
Inventory screen
Reference screen
Exception screen

v Task Search By Date screen
v Task Search By At Risk Tasks screen

To navigate to the Search Screens for Searching Tasks
Procedure
1. From the navigation bar, choose Task > Task Console. Initially, the Task Search
By Task Type screen displays. Select the applicable search view from the Views
drop-down list.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Task List screen.

View Task Details using the Task Detail Screen
About this task
You can view task details using the Task Detail screen.
To view task details:

Procedure
1. From the Task List screen, select the check boxes of the applicable tasks.
2. From the action bar, click View Details. The Task Detail screen displays.
© Copyright IBM Corp. 1999, 2011

Assign Tasks to a User using the Assign to User Screen
About this task
You can manually assign tasks to a user using the Assign to User screen.
To assign tasks to a user:

Procedure
1. From the Task List screen, select the check boxes of the applicable tasks.
2. From the action bar, click Assign To User. The Assign to User screen displays.
3. In Assign To User, enter the identifier of the user to whom you want to assign
the tasks.
4. Click Ok.

Reprioritize Tasks Using the Reprioritize Screen
About this task
You can manually reprioritize tasks using the Reprioritize screen.
To reprioritize tasks:

Procedure
1. From the Task List screen, select the check boxes of the applicable tasks.
2. From the action bar, click Reprioritize. The Reprioritize screen displays.
3. Select the appropriate value from the Task Priority drop-down list.
4. Click Ok.

Put Tasks on Hold using the Hold Reason Screen
About this task
You can manually put tasks on hold using the Hold Reason screen.
To put tasks on hold:

Procedure
1. From the Task List screen, select the check boxes of the applicable tasks.
2. From the action bar, click Hold. The Hold Reason screen displays.
3. Enter information in the applicable fields.
4. Click Ok.

Release a Task that is Put on Hold
About this task
You can manually release tasks that are put on hold.
To release a task that is put on hold:

Procedure
1. From the Task List screen, select the check boxes of the applicable tasks.
2. From the action bar, click Release.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Cancel a Task using the Task List Screen
About this task
You can cancel tasks using the Cancel action in the Task List screen. You can use
the Cancel Task Reason screen to enter a reason for cancelling a task.
To cancel a task:

Procedure
1.
2.
3.
4.

From the Task List screen, select the check boxes of the applicable tasks.
From the action bar, click Cancel. The Cancel Task Reason screen displays.
Enter information in the applicable fields.
Click Ok.

Confirm a Batch after Completing the Paper-Based Tasks
About this task
You can confirm a batch after completing the paper-based tasks.
To confirm a batch:

Procedure
1. From the navigation bar, choose Task > Confirm Batch. The Confirm Batch
screen displays.
2. In Batch #, enter the batch number associated with the task you want to
complete.
3. In Total Minutes Taken to Complete Tasks, enter the total time taken to
complete the task.
4. Enter other information in the applicable fields.
5. Click Confirm to complete the paper-based task.
6. Click Confirm with Details to complete the task with more detailed
information. The Complete Batch screen displays.
7. Enter other information in the applicable fields.
8. Click Save to confirm the batch.

Record Count using the Recording Count Results Screen
About this task
You can record the results of paper-based count using the Recording Count Results
screen.
To record count results:

Procedure
1. From the navigation bar, choose Task > Record Count. The Recording Count
Results screen displays.
2. In Task ID, enter the identifier of the task associated with the count task you
want to complete.
3. In Location, enter the location where you performed the count.
Chapter 7. Managing Tasks

4.
5.
6.
7.

Click Proceed. The Record Count Result Details screen displays.
In the Items panel, enter the quantity of inventory you counted.
Enter other information in the applicable fields.
Click Save.

Manual Logging of Productivity for a Completed Task
About this task
You can manually log productivity for a completed task that is associated with a
productivity type.
To manually log productivity:

Procedure
1. From the navigation bar, choose Task > Log Productivity. The Log Productivity
Screen screen displays.
2. In Productivity Type, enter the productivity type against which you want to log
productivity.
You cannot manually log productivity for productivity types that are associated
with certain task types. Such task types are associated with tasks and are
suggested to a user. For example, putaway, retrieval, and outbound picking.
3. In User, enter the node user’s identifier.
4. Enter other information as applicable.
5. Click Create Productivity. The Productivity Details screen displays.
6. In Productivity Metrics panel, enter the number of cases.
7. Enter other information in the applicable fields.
8. Click Save.

Search for Productivity Logs using the Productivity Search by
Productivity Type
About this task
The Productivity Search By Productivity Type screen lets you search for
productivity logs.
To navigate to the search screen:

Procedure
1. From the navigation bar, choose Task > Productivity Console. The Productivity
Search By Productivity Type screen displays.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Productivity List screen.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

View Productivity Log Records using the Productivity Details
Screen
About this task
You can view productivity type details using the Productivity Details screen.
To view productivity type details:

Procedure
1. From the Productivity List screen, select the check boxes of the applicable
productivity log records.
2. From the action bar, click View Details. The Productivity Details screen
displays. For more information about logging productivity details, see the
section, "Manual Logging of Productivity for a Completed Task".

Delete a Productivity Log using the Productivity List Screen
About this task
To manually delete a productivity type:

Procedure
1. From the Productivity List screen, select the check boxes of the productivity
types you want to delete.
2. From the action bar, click Delete.

Deriving Labor Standards
Sterling Selling and Fulfillment Foundation provides the ability to automatically
derive labor standards or Standard Allowable Minutes (SAM) based on the
historical data of tasks or activities performed by warehouse users over a period of
time. The Derive Labor Standards console allows you to derive labor standards for
one activity at a specified time. You can identify this activity by productivity
characteristics defined for a productivity type associated with the task.
This chapter provides the navigation path to the Derive Labor Standards screens.
Deriving Labor Standards involves the following tasks:
v Activities Search by Date Range
v View Productivity Summary using the Productivity List Screen
v Derive Labor Standards for a Productivity Type

Activities Search by Date Range
About this task
You can search for activities performed during the selected date range.
To search for activities:

Procedure
1. From the navigation bar, choose Task > Derive Labor Standards. The Activities
Search By Date Range screen displays.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Productivity Type List screen.
Chapter 7. Managing Tasks

View Productivity Summary using the Productivity List Screen
About this task
You can view productivity summary.
To view productivity summary:

Procedure
1. From the navigation bar, choose Task > Derive Labor Standards. The Activities
Search By Date Range screen displays.
2. Enter information in the applicable fields.
3. Click Search. The Productivity Type List screen displays.
4. Select the appropriate productivity type from the list and click View Summary.
The Productivity Summary screen displays.

Derive Labor Standards for a Productivity Type
About this task
You can derive labor standards for a productivity type.
To derive labor standards:

Procedure
1. From the Productivity Summary screen, choose the appropriate user name and
click Compute SAM. The Derive Labor Standards screen displays.
2. Enter SAM values in the applicable fields.
3. Click Save.

View User Time Sheet using the Time Sheet Screen
About this task
The Time Sheet screen allows you to view activities performed by node users, and
utilization for a node user, based on a date range.
To view the User Time Sheet:

Procedure
1. From the navigation bar, choose Task > User Time Sheet. The User Time Sheet
Search By User screen displays.
2. Enter information in the applicable fields.
3. Click Search. The search results display in the Time Sheet screen.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 8. Inbound Shipment Console Screens
Inbound Order Shipment Search By Status
Use this screen to search for inbound order shipments that fall under a specified
status.
Table 6. Inbound Order Shipment Search By Status
Fields

Description

Document Type

Select the appropriate document type for which you want to
search.

Enterprise

Select the enterprise for which you want to search.

Across Enterprises

Select this option to search across all enterprises.

Shipment #

Enter the shipment number for which you want to search, if
applicable.

PO #

Enter the purchase order number for which you want to
search, if applicable.

Customer PO#

Enter the customer's purchase order number for which you
want to search, if applicable.

Plan #

Enter the plan number of the inbound shipment for which
you are searching, if applicable.

Origin Node

Enter the origin node under which you want to search for
inbound shipments, if applicable.

Destination Node

Enter the destination node under which you want to search
for inbound shipments, if applicable.

Status

Select the status range of the inbound shipments for which
you want to search, if applicable.

Include Closed Shipments

Select this if you want to search for inbound shipments that
have been closed, as well as those that are open.

Held Shipments

Check this box if you want to search for inbound shipments
that are held.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
The Inbound Order Shipment List screen displays as a result of your inbound
shipment search by status.

Inbound Order Shipment Search By Date
Use this screen to search for inbound order shipments that fall within a particular
date range.
Table 7. Inbound Order Shipment Search By Date
Fields

Description

Document Type

Select the appropriate document type for which you want to
search.

Enterprise

Select the enterprise for which you want to search.

Across Enterprises

Select this option to search across all enterprises.

Carrier/Service

Select the carrier or service for which you are searching, if
applicable.

Status

Select the shipment status for which you are searching, if
applicable

Enter Shipment Dates

Select this check box to enter the shipment date range for
which you want to search.

Enter Delivery Dates

Select this check box to enter the delivery date range for
which you want to search.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Inbound Order Shipment Search By Carrier
Use this screen to search for inbound order shipments that belong to a specific
carrier.
Table 8. Inbound Order Shipment Search By Carrier

Fields

Description

Document Type

Select the appropriate document type for which you want to
search.

Enterprise

Select the enterprise for which you want to search.

Across Enterprises

Select this option to search across all enterprises.

Shipment Mode

Select the shipment mode of transportation for which you
want to search, if applicable

Carrier/Service

Select the carrier or service for which you want to search, if
applicable.

BOL #

Enter the bill of lading number for which you want to search,
if applicable.

Pro #

Enter the Pro number for which you want to search, if
applicable.

Trailer #

Enter the trailer number for which you want to search, if
applicable.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 8. Inbound Order Shipment Search By Carrier (continued)
Fields

Description

Status

Select the shipment status for which you want to search, if
applicable.

Requires Routing

Select this check box if the shipment requires dynamic
routing.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Inbound Order Shipment Search By Item
Use this screen to search for inbound order shipments based on the item
information such as product class, unit of measure, item ID and so on.
Table 9. Inbound Order Shipment Search By Item
Fields

Description

Document Type

Select the appropriate document type for which you want to
search.

Enterprise

Select the enterprise for which you want to search.

Across Enterprises

Select this option to search across all enterprises.

Item ID

Enter the item ID of the item for which you want to search, if
applicable.
Click the Lookup icon to find the specific item you want to
use.

Product Class

Select the item's product class for which you want to search,
if applicable.

Unit Of Measure

Select the item's unit of measure for which you want to
search, if applicable.

Buyer

Enter the buyer of the shipment for which you want to
search, if applicable.
Click the Lookup icon to find the specific buyer you want to
use.

Seller

Enter the seller of the shipment for which you want to search,
if applicable.
Click the Lookup icon to find the specific seller you want to
use.

Status

Select the shipment status for which you want to search, if
applicable.

Include Closed Shipments

Select this check box to search for closed shipments, if
applicable.

Has Hazardous Items

Select check box to search for inbound shipments that contain
hazardous items.

Chapter 8. Inbound Shipment Console Screens

Table 9. Inbound Order Shipment Search By Item (continued)
Fields

Description

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Inbound Order Shipment List
The Inbound Order Shipment List window displays the results of an inbound
order shipment search. You can perform actions on a single shipment or multiple
shipments by selecting the check boxes next to the shipments you want to perform
an action on and then choosing the applicable action from the action bar.
Table 10. Inbound Order Shipment List
Actions

Description

View Details

This action takes you to the Inbound Order Shipment Details
screen where you can view the shipment details.

Start Receipt

This action takes you to the Start Receipt screen where you
can create a receipt to receive the shipment.

Receive

This action takes you to the Receive in a Warehouse screen
where you can enter the items that you received in to a
warehouse, such as a pallet, case, or SKU.

This action takes you to the Print Capabilities screen where
you can print the shipment's documents or labels.

Delete Shipment

This action allows you to delete the selected shipments.

Add To Delivery Plan

This action takes you to the Add Delivery Plan screen where
you can add shipments to a delivery plan.

Create Pick List

This action takes you to the Create Picklist screen where you
can create a picklist for the selected shipments, if applicable.

Report/Record receipt

This action takes you to the Receive (Report or Record
Receipt) screen where you can record paper-based receipt
details.

View Holds

This action takes you to the View Holds for Selected
Shipments screen where you can view the holds applied to
the shipment.

Fields

Shipment #

The shipment number. Click this link to go to the Inbound
Order Shipment Details screen. Click this link to view the
shipment details.

Status

The current status of the shipment.

Expected Ship Date

The date the shipment is expected to ship.

Actual Ship Date

The actual date of shipment.

Expected Delivery Date

The date the shipment is expected to be delivered.

Actual Delivery Date

The actual date the shipment was delivered.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 10. Inbound Order Shipment List (continued)
Actions

Description

Origin

The shipment's origin node.

Destination

The shipment's destination node.

Mode

The mode of transportation used to ship the shipment.

Inbound Order Shipment Details
The Inbound Order Shipment Details screen provides various information about a
single shipment. The actions that can be performed in the Inbound Order
Shipment Details screen are explained in the following tables.
Table 11. Inbound Order Shipment Details
View Icons

Description

Load

Loads - This icon takes you to the Loads screen where
you can view the loads that are carrying the shipment.

Containers

Containers - This icon takes you to the “Containers for
Inbound Shipment Console Screens” on page 89 screen
where you can view all packed containers included in
the shipment.

Instructions

Instructions - This icon takes you to the Inbound Order
Shipment Instructions screen where you can view
special instructions pertaining to an inbound shipment,
such as handling instructions.

Audit

Shipment Audits - This icon takes you to the Shipment
Audits screen where you can view audit trail for
shipment modifications.

Shipment Data Types

Shipment Dates - This icon takes you to the Shipment
Dates screen where you can modify inbound shipment
dates and delivery dates for the selected shipment.

Alert

Alerts - This icon takes you to the Shipment Alerts
screen where you can view the alerts for the selected
shipments.

Return Receipt History

Receiving Discrepancies - This icon takes you to the
Shipment Receipt Discrepancy screen where you can
view discrepancies, if any, for the received shipment.
Valid values include Over Receipt, Under Receipt, and
Damaged Receipt.

Return Receipt

Receipts - This icon takes you to the Receipts screen
where you can view a list of shipment receipts.

Activity Demand

Activity Demand - This icon takes you to the Activity
Demand screen where you can view the shipment's
activity demand.

Additional Attributes

Additional Attributes - This icon takes you to the
Additional Attributes for a Shipment screen where you
can view additional attributes for a shipment.

Actions

Description

Record Container Details

This action takes you to the Record Container Details
screen where you can record container details for a
container that is to be received.

Chapter 8. Inbound Shipment Console Screens

Table 11. Inbound Order Shipment Details (continued)
View Icons

Description

Confirm Shipment

This action allows you to confirm the selected
shipment.

Start Receipt

This action takes you to the Start Receipt screen where
you can create a receipt to receive the shipment.

Receive

This action takes you to the Receive in a Warehouse
screen where you can enter the items that you received
in a warehouse, such as a pallet, case, or SKU.

This action takes you to the Print Capabilities screen
where you can print the shipment's documents or
labels.

Create Pick List

This action takes you to the Create Picklist screen where
you can create a picklist for the selected shipments, if
applicable.

Create Alert

This action takes you to the Create Alerts screen where
you can alerts for the selected shipment.

Report/Record Receipt

This action takes you to the Receive (Report or Record
Receipt) screen where you can record paper-based
receipt details.

View Holds

This action takes you to the View Holds for Selected
Shipments screen where you can view the holds
applied to the shipment.

Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The number of the delivery plan with which the
inbound shipment is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier.

Seller

The Seller's identifier.

Ship Node

The node from which the inbound shipment ships.

Receiving Node

The node that is receiving the shipment.

Status

The inbound shipment status. Click this link to go to
the Shipment Status Audits screen and view the
shipment's status audits. Click the Work Order Hold
icon to go to the View Holds for Selected Shipments
screen where you can view holds that are applied to the
inbound shipment.

PO #

The purchase order number associated with the
shipment.

Has Hazardous Items

Indicates if the shipment contains any hazardous item.

Break Bulk Node

This field displays only if the shipment belongs to a
break bulk load.
The break bulk node that is receiving the break bulk
load displays.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 12. Inbound Order Shipment Details Screen, Ship From
Description
The address from which the shipment is shipped.
Click the Address Details to go to the Modify Address screen where you can change the
ship from address.
Table 13. Inbound Order Shipment Details Screen, Ship To
Description
The address to which the shipment is shipped.
Click the Address Details icon to go to the Modify Address screen where you can change
the ship to address.
Table 14. Inbound Order Shipment Details Screen, Totals
Fields

Description

Weight

The total weight of the inbound shipment. This field can be
modified.

Volume

The total volume of the inbound shipment. This field can be
modified.

No. of Containers

The number of packed containers in an inbound shipment.

Table 15. Inbound Order Shipment Details, Carrier Info
Fields

Description

Delivery Method

The delivery method for the shipment.

Ship Mode

Select the mode of transportation for the shipment. Values
include 'LTL', 'TL', and 'PARCEL'.

Carrier/Service

Select the carrier service for the outbound shipment.

Trailer #

Enter the outbound shipment's trailer number.

BOL #

Enter the outbound shipment's bill of lading number.

Seal #

Enter the outbound shipment's seal number.

Pro #

Enter the PRO number assigned by the carrier to track the
shipment.

Routing Source

Indicates if routing was pre-assigned by the system or
specified through an external system.

Load #

The outbound shipment's load number.

Routing Error Code

The routing error code automatically displays by the system,
if applicable.

Requested Carrier Service

The requested carrier service for the outbound shipment.

Table 16. Inbound Order Shipment Details, Charges
View Icon

Description

Charges and Taxes

Charges - This icon takes you to the Charges screen where
you can enter or modify additional charges imposed to the
shipment or container.

Fields
Carrier Account #

Indicates the carrier account number for the shipment.

Chapter 8. Inbound Shipment Console Screens

Table 16. Inbound Order Shipment Details, Charges (continued)
View Icon

Description

Freight Terms

Indicates the freight terms used for the shipment. Valid
values include COLLECT, PREPAID, TP-COLLECT, and
TP-PREPAID.

COD Pay Method

Select the COD payment type for the carrier.

Estimated Shipment
Charges

The estimated charge for shipping the outbound shipment.

Actual Shipment Charges

The actual charge for shipping the outbound shipment.

Freight Charge

The charge applied by the carrier for shipping the outbound
shipment.

Table 17. Shipment Details, Shipment Lines
Actions

Description

View Details

This action takes you to the Inbound Order Shipment Details
screen where you can view the shipment line attributes for
the selected shipments.

Add Release

This action allows you to add an order release to the
shipment. For more information, see the Sterling Selling and
Fulfillment Foundation: Distributed Order Management User
Guide.

Remove Line

This action enables you to remove the selected shipment lines
from the shipment.

Fields
Shipment Line #

Enter the outbound shipment line number.
Click this link to go to the “Shipment Line Details” on page
84 screen and view the shipment line attributes for the
selected shipment line number.

PO #

The purchase order number to which the inbound shipment
line belongs.

Line #

The inbound shipment line number.

Release #

The order release number to which the inbound shipment
line belongs.

Item ID

The inbound shipment line item's item identifier.

Description

The inbound shipment line item's description.

The inbound shipment line item's product class.

UOM

The inbound shipment line item's unit of measure.

Expected Serial #

The expected serial number for the order.
Editable if the order is not available on the system.

Mark For

The mark for address associated with the item.

Quantity

The shipment line's expected quantity.
If a receipt is made against the order, quantity is displayed as
0.

Received Quantity

Indicates the quantity received for the item in this shipment.
If the receipt is against an order, it indicates the quantity
received for the order.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Note: To receive inventory for a Level 1 node, choose the Report/Record Receipt
button.

Modify Address
Use this screen to modify the address.
Table 18. Shipment Address Details
Field

Description

First Name

The first name of the person receiving the shipment.

Middle Name

The middle name of the person receiving the shipment.

Last Name

The surname of the person receiving the shipment.

Company

The name of the company where the shipment is sent.

Day Time Phone

The daytime phone number for the person receiving the
shipment.

Evening Phone

The evening phone number for the person receiving the
shipment.

Mobile Phone

The mobile phone number for the person receiving the
shipment.

Fax

The facsimile number for the person receiving the shipment.

E-Mail

The electronic mailing address for the person receiving the
shipment.

Address Line 1

The first line of the mailing address for the shipment.

Address Line 2

The second line of the mailing address for the shipment.

Address Line 3

The third line of the mailing address for the shipment.

Address Line 4

The fourth line of the mailing address for the shipment.

Address Line 5

The fifth line of the mailing address for the shipment.

Address Line 6

The sixth line of the mailing address for the shipment.

City

The city of the mailing address for the shipment.

State

The state of the mailing address for the shipment.

Postal Code

The postal code of the mailing address for the shipment.

Country/Region

The country or region of the mailing address for the
shipment.

Charges for Inbound Shipment Console Screens
This screen provides visibility to any additional charges pertaining to the inbound
shipment.
Table 19. Charges Screen, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The number of the delivery plan with which the inbound
shipment is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier.

Chapter 8. Inbound Shipment Console Screens

Table 19. Charges Screen, Shipment (continued)
Fields
Seller

The Seller's identifier.

Ship Node

The node from which the inbound shipment ships.

Destination

The inbound order's shipment destination.

Status

The inbound shipment status.

Order #

The order associated with the shipment.

Table 20. Charges Screen, Shipment Charges
Fields
Charge Category/Charge
Name

The name of the additional inbound shipment charge.

Estimated Charge

The estimated additional charge for the inbound shipment.

Actual Charge

The actual additional inbound shipment charge.

Table 21. Charges, Container Charges
Fields
Container #

The container number.

Actual Freight Charge

The carrier's freight charge for shipping the container.

Shipment Line Details
This screen provides visibility to the shipment line details for the selected
shipment line number.
Table 22. Shipment Line Details Screen, Shipment Line

Fields

Description

Shipment Line #

The shipment line number.

Shipment #

The inbound shipment number.

Enterprise

The Enterprise associated with the shipment.

PO #

The purchase order number to which the inbound shipment
line belongs.

Order Line #

The order line number to which the inbound shipment line
belongs.

Release #

The order release number to which the inbound shipment
line belongs.

Item ID

The inbound shipment line item's item ID.

Description

Description of the item.

Is Hazardous Item

Displays 'Y' if the item is a hazardous item, or 'N' if it is not a
hazardous item.

Product Class

The inbound shipment line item's product class.

Unit of Measure

The inbound shipment line item's unit of measure.

Expected Serial #

The serial number expected on the order.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 22. Shipment Line Details Screen, Shipment Line (continued)
Fields

Description

Quantity

The shipment line's expected quantity.
If a receipt is made against an order, quantity is displayed as
0.

Received Quantity

Indicates the quantity received for the item in this shipment.
If the receipt is against an order, it indicates the quantity
received for the order.

Original Qty

Indicates the original quantity on the order for the item.

Table 23. Shipment Line Details Screen, Line Attributes
Fields

Description

Segment Type

The segment type of the item. A segment type indicates an
inventory category. Typical values are MTC (Made To
Customer) or MTO (Made To Order).

Segment

The segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

COO

The country or region of origin.

FIFO #

FIFO number is a date-based inventory attribute that helps
understand the order for which stock arrived at the node.
This is used to send items in the same order in which they
were received into the warehouse (First In - First Out).

Net Weight

The net weight of the item.

Net Weight UOM

The unit of measure used for the net weight.

Wave #

The wave number.

Customer PO #

The customer purchase order number.

Department Code

The department code associated with the shipment line.

Loads for Inbound Shipment Console Screens
This screen helps you view loads carrying the shipments.
Table 24. Loads Screen, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from which the inbound shipment ships. Click this
link to go to the Ship Node Detail screen where you can view
the node details for the shipment.
Chapter 8. Inbound Shipment Console Screens

Table 24. Loads Screen, Shipment (continued)
Fields
Destination

The inbound order's shipment destination.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

PO #

The inbound shipment purchase order number.

Table 25. Loads Screen, Loads
Actions
View Details

This action allows you to view the details of the load. For
more information, see the Sterling Selling and Fulfillment
Foundation: Logistics Management User Guide.

Fields
Load #

The load number to which the inbound shipment belongs.

Load Type

The load type as defined by your business practices.

Carrier/Service

The Carrier or Carrier service that is transporting the load.

Origin

The location of the load's origin.

Destination

The location of the load's destination.

Status

The load status.

Ship Node Detail
This screen provides visibility to the ship node details for the shipment.
Table 26. Ship Node Detail Screen, Ship Node
Fields

Description

Ship Node

The ship node associated with the shipment.

Description

A brief description of the ship node.

Interface

The interface that the node uses to communicate with the
IBM Sterling Warehouse Management System.

Parent Organization

The identifier of the organization that owns the ship node.

Parent Organization Name

The name of the organization that owns the ship node.

Identified By Parent As

The node identifier as it is seen by the parent organization.

GLN

The Global Location Number used to identify the ship node
as a legal entity.

Table 27. Ship Node Detail Screen, Ship Node Address
Description
The street address of the ship node sending the shipment.
Table 28. Ship Node Detail Screen, Contact Address
Description
The street address for the contact person at the ship node.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Organization Details for Inbound Shipment Console Screens
This screen provides visibility to an organization's details.
Table 29. Organization Details
Field

Description

Organization Information
Organization Code

The code that identifies the organization.

Organization Name

The name of the organization.

DUNS Number

The unique nine-digit sequence recognized as the universal
standard for identifying and keeping track of over 92 million
businesses worldwide. The Dun and Bradstreet (D&B) unique
nine-digit identification sequence used to identify and keep
track of single business entity. The Sterling Warehouse
Management System does not associate any logic with the
DUNS number.

Account Number With Hub If the organization is not the Hub, this is the account number
that the organization has with the Hub organization.
Primary Enterprise

The primary enterprise of the organization.

Primary URL

Enter the URL of the organization's Internet address, if
applicable.

Primary Contact Address
This inner panel displays the current street address for the primary contact for this
organization. Click the Address Details icon to view the Primary Contact Address Details.
For more information about the Primary Contact Address Details window, see
Organization Primary Contact Address Details.
Corporate Address
This inner panel displays the current corporate street address for this organization. Click
the Address Details icon to view the Corporate Address Details. For more information
about the Corporate Address Details window, see Organization Corporate Address Details.

Organization Primary Contact Address Details for Inbound Shipment
Console Screens
This screen provides visibility to the address details for an organization's primary
contact.
Table 30. Primary Contact Address Details
Field

Description

First Name

The first name of the organization's primary contact.

Middle Name

The middle name of the organization's primary contact.

Last Name

The surname of the organization's primary contact.

Company

The name of the company where the organization's primary
contact can be reached.

Day Time Phone

The phone number where the organization's primary contact
can be reached.

Evening Phone

The phone number where the organization's primary contact
can be reached in the evening.

Mobile Phone

The mobile phone number for the organization's primary
contact
Chapter 8. Inbound Shipment Console Screens

Table 30. Primary Contact Address Details (continued)
Field

Description

Fax

The facsimile number for the organization's primary contact.

E-Mail

The electronic mailing address for the organization's primary
contact.

Address Line 1

The first line of the street address for the organization's
primary contact.

Address Line 2

The second line of the street address for the organization's
primary contact.

Address Line 3

The third line of the street address for the organization's
primary contact.

Address Line 4

The fourth line of the street address for the organization's
primary contact.

Address Line 5

The fifth line of the street address for the organization's
primary contact.

Address Line 6

The sixth line of the street address for the organization's
primary contact.

City

The city for the street address for the organization's primary
contact.

State

The state for the street address for the organization's primary
contact.

Postal Code

The postal code for the street address for the organization's
primary contact.

Country/Region

The country or region for the street address for the
organization's primary contact.

Organization Corporate Address Details for Inbound Shipment Console
Screens
This screen provides visibility to the corporate address details for an organization.
Table 31. Corporate Address Details

Field

Description

First Name

The first name of the person you are addressing at the
organization's corporate site.

Middle Name

The middle name of the person you are addressing at the
organization's corporate site.

Last Name

The surname name of the person you are addressing at the
organization's corporate site.

Company

The organization's corporate name.

Day Time Phone

The day-time phone number for the person you are
contacting at the organization's corporate site.

Evening Phone

The evening phone number for the person you are contacting
at the organization's corporate site.

Mobile Phone

The mobile phone number for the person you are contacting
at the organization's corporate site.

Fax

The facsimile number for the person you are contacting at the
organization's corporate site.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 31. Corporate Address Details (continued)
Field

Description

E-Mail

The electronic mailing address for the person you are
contacting at the organization's corporate site.

Address Line 1

The first line of the organization's corporate street address.

Address Line 2

The second line of the organization's corporate street address.

Address Line 3

The third line of the organization's corporate street address.

Address Line 4

The fourth line of the organization's corporate street address.

Address Line 5

The fifth line of the organization's corporate street address.

Address Line 6

The sixth line of the organization's corporate street address.

City

The city of the of the organization's corporate street address.

State

The state of the of the organization's corporate street address.

Postal Code

The postal code of the of the organization's corporate street
address.

Country/Region

The country or region of the of the organization's corporate
street address.

Containers for Inbound Shipment Console Screens
This screen provides visibility to packed containers included in an inbound
shipment.
Table 32. Shipment Containers Screen, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Destination

The inbound order's shipment destination.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

PO #

The inbound shipment purchase order number.

Table 33. Shipment Containers Screen, Containers
Actions
View Details

This action takes you to the Container Details screen where
you can view the container details.

Chapter 8. Inbound Shipment Console Screens

Table 33. Shipment Containers Screen, Containers (continued)
Delete Containers

This action takes you to the Delete Container screen where
you can remove the container from the shipment.

Fields
Container #

The container number.

Tracking #

The container's tracking number used to track the status and
location of the container.

Container SCM

The shipment container marking.

Net Weight

The weight of the container's content.

Net Weight UOM

The net weight unit of measure associated with the shipment.

Gross Weight

The weight of the container plus its contents.

Gross Weight UOM

The unit of measure used for the gross weight.

Freight Charge

The charge applied by the Carrier for shipping the container.

Received

Indicates whether the shipment was received.

Inbound Order Shipment Instructions
This screen provides visibility to special instructions for an inbound shipment,
such as handling instructions.
Table 34. Inbound Order Shipment Instructions Screen, Shipment
Fields

Description

Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Receiving Node

The node where the inbound shipment is received. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

Has Hazardous Items

Indicates whether or not the shipment contains hazardous
items.

Table 35. Inbound Order Shipment Instructions Screen, Instructions

Actions

Description

Delete Instruction

This action allows you to delete the selected instructions.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 35. Inbound Order Shipment Instructions Screen, Instructions (continued)
Actions

Description

Fields
Instruction Type

The type of instruction, such as Gift, Pick, Pack, Ship, or
Other. This field can be modified.

Text

The specific instructions to be performed on the order line.
This field can be modified.

Shipment Status Audits for Inbound Shipment Console Screens
This screen provides visibility to status modification details performed against an
inbound shipment.
Table 36. Shipment Status Audits, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Receiving Node

The node where the inbound shipment is received. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Status

The inbound shipment status. Click this link to go to view
the shipment's status audits.

Has Hazardous Items

Indicates whether or not the shipment contains hazardous
items.

Table 37. Shipment Status Audits, Shipment Status Audits
Fields
Modified By

The user who performed the modification.

Old Status

The inbound shipment status before the status modification.

Old Status Date

The date the inbound shipment entered the old status.

New Status

The inbound shipment status after the status modification.

New Status Date

The date the status modification was made.

Reason Code

The assigned code for the modification reason.

Reason Text

Additional information as to why the modification was made.

Chapter 8. Inbound Shipment Console Screens

Shipment Audits for Inbound Shipment Console Screens
This screen provides visibility to status modification details performed against an
inbound shipment.
Table 38. Shipment Audits, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is shipped. Click
this link to go to the Ship Node Detail screen and view the
node details for the shipment.

Receiving Node

The node where the inbound shipment is received. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

Has Hazardous Items

Indicates whether or not the shipment contains hazardous
items.

Table 39. Shipment Audits, Shipment Audits
Fields
Date

The date and time on which the shipment was modified.

Modified By

The user who performed the modification.

Context

The modifications carried out against the shipment.

Modification

The attribute that was modified for the shipment.

Old Value

The attribute value before making the modifications.

New Value

The attribute value after it was modified.

Reason Code

The reason for the modification.

Reason Text

Additional information as to why the modification was made.

Table 40. Shipment Audits, Shipment Line Audits
Fields

Date

The date and time on which the shipment line was modified.

Modified By

The user who performed the modification.

Context

The modifications carried out against the shipment line.

Line #

The shipment line number that was modified.

Modification

The attribute that was modified for the shipment line.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 40. Shipment Audits, Shipment Line Audits (continued)
Fields
Old Value

The attribute value before making the modifications.

New Value

The attribute value after it was modified.

Reason Code

The reason for the modification.

Reason Text

Additional information as to why the modification was made.

Shipment Dates for Inbound Shipment Console Screens
This screen allows you to modify inbound shipment dates and delivery dates for
the selected shipment.
Table 41. Shipment Dates Screen, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Destination

The inbound order's shipment destination.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

PO #

The inbound shipment purchase order number.

Table 42. Shipment Dates Screen, System Dates
Fields
Requested Shipment Date

The requested shipment date associated with the shipment.

Expected Shipment Date

The expected shipment date associated with the shipment.

Actual Shipment Date

The actual shipment date associated with the shipment.

Requested Delivery Date

The requested delivery date associated with the shipment.

Expected Delivery Date

The expected delivery date associated with the shipment.

Actual Delivery Date

The actual delivery date associated with the shipment.

Table 43. Shipment Dates Screen, New Dates
Fields
Date Type

The date type. For example, Shipment or Delivery.

Chapter 8. Inbound Shipment Console Screens

Table 43. Shipment Dates Screen, New Dates (continued)
Fields
Requested

The Buyer requested date for the specified date type. This
field can be modified.

Expected

The expected date for the specified date type. This field can
be modified.

Actual

The actual date for the specified date type. This field can be
modified.

Shipment Alerts for Inbound Shipment Console Screens
This screen provides visibility to alerts for the selected shipments.
Table 44. Alert List Screen, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Destination

The inbound order's shipment destination.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

PO #

The inbound shipment purchase order number.

Table 45. Alert List Screen, Alert List
Actions
View Details

This action allows you to view alert details. For more
information about alerts, see the Sterling Selling and Fulfillment
Foundation: Application Platform User Guide.

Fields

Alert ID

The alert identifier.

Type

The type of alert raised. For example, ON_FAILURE or
FAILED_AUTH. For more information about alerts, see the
Sterling Selling and Fulfillment Foundation: Application Platform
User Guide.

Description

A brief description of the alert.

Queue

The message queue to which the alert has been assigned to.

Priority

The priority of the alert.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 45. Alert List Screen, Alert List (continued)
Owner

The user who is handling the alert.

Raised On

The date the alert was raised.

Additional Attributes for Inbound Shipment Console Screens
This screen provides visibility to additional attributes for a shipment.
Table 46. Additional Attributes Screen, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Receiving Node

Indicates the node that is receiving the inbound shipment.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

Has Hazardous Items

Indicates if the inbound shipment contains hazardous items.

Table 47. Additional Attributes Screen, Additional Attributes
Fields
Overage Allowed

Indicates whether a shipment overage is allowed.
For outbound shipments, overage means shipping more than
was initially intended in a shipment.
For inbound shipments, overage means receiving more than
the expected quantity in a shipment.

Manually Entered

Indicates whether the shipment was manually entered, or
generated automatically.

Order Available On System Indicates whether the order that is associated with the
shipment is available in Sterling Selling and Fulfillment
Foundation, or if it only exists in an external system.
Case Content Verification
Not Required

Indicates whether the case content verification is required for
this shipment.

Pallet Content Verification
Not Required

Indicates whether the pallet content verification is required
for this shipment.

Shipment Entry Overridden Indicates whether the shipment entry override is allowed.
Gift

Indicates if the shipment has gift items.

Chapter 8. Inbound Shipment Console Screens

Shipment Receipt Discrepancy for Inbound Shipment Console Screens
This screen provides visibility to view discrepancies for the received shipment.
Table 48. Shipment Receipt Discrepancy Screen, Shipment
Actions
Manage Receiving
Discrepancies

This action takes you to the Manage Receiving Discrepancies
screen where you can manage any discrepancies found in the
shipments.

Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Destination

The inbound order's shipment destination.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

PO #

The inbound shipment purchase order number.

Table 49. Shipment Receipt Discrepancy Screen, Receipt Discrepancy
Fields
PO #

The purchase order number.

Line

The purchase order's line number.

Item ID

The item identifier.

Product Class

The product class of the item.

Unit of Measure

The unit of measure in which the item is measured.

Discrepancy Type

The type of discrepancy.

Discrepancy Quantity

The quantity of discrepancy.

Manage Receiving Discrepancies for Inbound Shipment Console
Screens
This screen provides management functionality for any discrepancies found in the
inbound shipments.
Table 50. Manage Receiving Discrepancies Screen, Shipment
Actions

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 50. Manage Receiving Discrepancies Screen, Shipment (continued)
Reason Entry Complete

Click this action to adjust the Discrepancy Reason and Reason
Quantity, if the fields are grayed out. The sum of the
Discrepancy Reasons and Reason Quantities add up to the
Discrepancy Quantity.

Reopen Reason Entry

Click this action if your adjustments add up correctly, then
the fields get grayed out. If the adjustments do not add up
correctly but you need to close the window, you can finish
working with the receiving discrepancies later.

Fields
PO #

The purchase order number.

Line

The purchase order's line number.

Item ID

The item identifier.

Product Class

The product class of the item.

Unit of Measure

The unit of measure in which the item is measured.

Discrepancy Type

The type of discrepancy.

Discrepancy Quantity

The quantity of discrepancy.

Discrepancy Reason

The reason for the discrepancy.

Reason Quantity

The reason for the discrepancy quantity.

Receipts for Inbound Shipment Console Screens
This screen provides visibility to receipt details for the selected shipment.
Table 51. Inbound Order Receipt List Screen, List
Actions
View Summary

This action takes you to the Receipt Summary screen where
you can view the receipt's summary details.

View Details

This action takes you to the Receipt Details screen where you
can view the receipt details.

Receive

This action allows you to view containers that are expected to
be received in the Receipt Details screen.

Close Prereceipt

This action allows you to close prereceipts.

Close Receipt

This action allows you to close receipts.

Report/Record Receipt

This action takes you to the Receive (Report or Record
Receipt) screen where you can record paper-based receipt
details.

Fields
Receipt #

The receipt number.

Shipment #

The shipment number associated with the receipt.

Order #

The order number associated with the receipt.

Enterprise

The Enterprise associated with the receipt.

Buyer

The Buyer associated with the receipt.

Seller

The Seller associated with the receipt.

Receipt Start Date

The receipt start date.

Receiving Node

The receiving node associated with the receipt.

Chapter 8. Inbound Shipment Console Screens

Table 51. Inbound Order Receipt List Screen, List (continued)
Receipt Open

Indicates if the receipt is open.

Receipt Status

The receipt status.

Receipt Summary for Inbound Shipment Console Screens
This screen provides visibility to the receipt's summary for the selected receipts.
Table 52. Receipt Summary
View Icons

Description

Additional Attributes

Details - This icon takes you to the Receipt Details screen
where you can view receipt details for the shipment.

Instructions

Instructions - This icon takes you to the Receipt Instructions
screen where you can view special instructions for an
inbound shipment, such as handling instructions.

Audit

Status Audits - This icon takes you to the Receipt Status
Audits screen where you can view a list of status audits for
the selected receipt.

Actions
Inventory View

Click this action to go to the location inventory screen and
view inventory details at a location in the warehouse. For
more information about this screen, see the Sterling Selling and
Fulfillment Foundation: Warehouse Management System User
Guide.

Close Prereceipt

This action allows you to close prereceipts that you selected.

Close Receipt

This action allows you to close receipts that you selected.

Receive

This action allows you to view containers that are expected to
be received in the Receipt Details screen.

Report/Record Receipt

This action takes you to the Receive (Report or Record
Receipt) screen where you can record paper-based receipt
details.

Fields

Receipt #

The identifying number of the receipt.

Shipment #

The identifying number of the shipment.

Enterprise

The Enterprise associated with the order.

Buyer

The buyer organization that placed the order. Click this link
to go to the Organization Details screen where you can view
the seller organization details.

Seller

The seller organization that placed the order. Click this link to
go to the Organization Details screen and view the seller
organization details.

Receipt Start Date

The receipt start date.

Receiving Node

The receiving node. This takes you to the Ship Node Detail
screen where you can view the ship node details.

Receiving Dock

The dock location that received the receipt.

Receipt Status

The current status of the receipt. Click this link to go to the
Shipment Status Audits screen and view a list of status audits
for the selected receipt.

Receipt Open

Indicates whether the receipt is open or not.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 52. Receipt Summary (continued)
No Of Expected Pallets

The number of pallets expected to receive.

No Of Expected Cartons

The number of cartons expected to receive.

Table 53. Receipt Summary Screen, Items
Actions
View Containers

Click this action to go to the Order Receipt Container screen
and view the receipt's container details. For more
information, see the appropriate section in this guide.

Adjust Receipt

Click this action to go to the Adjusting a Receipt screen and
adjust a receipt. For more information, see the appropriate
section in this guide.

Inspect

Click this link to go to the Inspect Inbound Receipts screens
and inspect items you received. For more information, see the
appropriate section in this guide.

Fields
Item ID

The item identifier.

Item Description

The item's description.

The product classification such as first quality, second quality,
or finished good.

UOM

The line item's unit of measure.

Disposition Code

The disposition code to determine the product classification
and inventory status.

Order #

The return associated with the inbound order.

Line #

The inbound shipment order line number.

Release #

The release number to which the inbound shipment line
belongs.

Tag

This column displays only if the item is tag-controlled, and if
the receiving node is configured to capture tags when
receiving inventory into a warehouse or in all operations
performed within the node. For more information about
capturing the tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Click this link to go to the Container Serial Details and view
a container's serial details.

Net Weight

The item's net weight.

Net Weight UOM

The unit of measure used for the net weight.

Quantity

The number of items.

Receipt Details for Inbound Shipment Console Screens
This screen provides visibility to receipt details for the inbound shipment.
Table 54. Inbound Order Receipt Details Screen, Receipt
Fields
Receipt #

The identifying number for the receipt.

Shipment #

The identifying number for the shipment.

Chapter 8. Inbound Shipment Console Screens

Table 54. Inbound Order Receipt Details Screen, Receipt (continued)
Fields
Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer organization that placed the order.

Seller

The Seller organization that is handling the order.

Receipt Start Date

The start date of the receipt.

Receiving Node

The node that received the order.

Receiving Dock

The location where the order was received.

Receipt Status

The status of the receipt.

Receipt Open

Indicates if the receipt is still open.

No Of Pallets

Indicates the number of pallets.

No Of Cartons

Indicates the number of cartons.

Table 55. Inbound Order Receipt Details Screen, Receipt Lines
Fields
Item ID

The inbound shipment line item identifier.

Item Description

The description of the receipt line item.

The inbound shipment line item's product class.

UOM

The inbound shipment line item's unit of measure.

Disposition Code

The disposition code to determine the product classification
and inventory status.

Order #

The order number to which the inbound shipment line
belongs.

Line #

The inbound order shipment line number.

Release #

The release number to which the inbound shipment line
belongs.

Ship By Date

The date by which the inbound shipment line must ship by.

COO

The container's country or region of origin.

Serial #

The container's serial number.

Tag

Quantity

100

The number of items received.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Receipt Line Details for Inbound Shipment Console Screens
This screen provides visibility to inbound order's shipment receipt line details.
Table 56. Receipt Line Details Screen, Container
Fields
Receipt #

The inbound order receipt number associated with the
receipt.

Shipment #

The inbound order shipment number associated with the
receipt.

Order #

The inbound order number associated with the receipt.

Enterprise

The enterprise that received the receipt.

Receiving Node

The node that received the receipt.

Receiving Dock

The dock location that received the receipt.

Receipt Status

The status of the receipt that was received.

Case ID

Case LPN that was received.

Pallet ID

Pallet LPN that was received.

Table 57. Receipt Line Details Screen, Container Details
Fields
Item ID

The item identifier of the line item packaged in the container.

Item Description

The description of the item received.

The product classification of the line item packaged in the
container such as first quality, second quality, or finished
good.

UOM

The unit of measure of the line item packaged in the
container.

Disposition Code

The disposition code to determine the product classification
and inventory status.

Order #

The order number to which the line item packaged in the
container belongs.

Line #

The order line number to which the line item packaged in the
container belongs to.

Release #

The order release number to which the line item packaged in
the container belongs.

Ship By Date

The date by which the container must be shipped.

COO

Country or region of origin associated with the item.

Serial #

The serial number associated with the item.

Tag

Quantity

The quantity of the line item packaged in the container.

Chapter 8. Inbound Shipment Console Screens

101

Receipt Instructions for Inbound Shipment Console Screens
This screen provides visibility to special instructions for an inbound shipment,
such as handling instructions. For more information, see the appropriate section in
this guide.

Receipt Status Audits for Inbound Shipment Console Screens
This screen provides visibility to a list of status audits for the selected receipt. For
more information, see the appropriate section in this guide.

Receipt Container for Inbound Shipment Console Screens
This screen provides visibility to items packaged in an inbound order shipment
receipt's container. For more information, see the appropriate section in this guide.

Inspect Inbound Receipt for Inbound Shipment Console Screens
This screen provides visibility to inspect inbound receipts.
Table 58. Inspect Inbound Receipt
Fields
Node

Select the node where the receipt has been received.

Enterprise

Select the enterprise associated with the inbound receipt.

Location

Enter the location where the receipt has been received.
Choose lookup option to find the specific Location you want
to search for.

Pallet ID

Enter the pallet LPN associated with the container.

Case ID

Enter the case LPN associated with the container.

Item ID

Enter the item ID you want to inspect associated with the
receipt.
Choose lookup option to find the specific Item ID you want
to search for.

Product Class

Select the product class. Product class indicates the item’s
inventory categorization.
Orders are placed for an item and product class.

Unit Of Measure

Select the unit of measure you want to inspect.

Receipt #

Enter the inbound receipt number you want to inspect.
Choose lookup option to find the specific Receipt Number
you want to search for.

Serial #

Enter the item’s serial number you want to inspect, if
applicable.

Inventory Status

Select the inventory status of the receipt you want to inspect.

Click Proceed to view the Inspect Inbound Receipt Details screen.

102

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Activity Demand for Inbound Shipment Console Screens
This screen provides visibility to the shipment's activity demand.
Table 59. Shipment Activity Demand Screen, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Destination

The inbound order's shipment destination.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

Table 60. Shipment Activity Demand Screen, Activity Demand List
Actions
Delete

This action allows you to delete the selected activity
demands.

Fields
Shipment Line #

The outbound shipment line number.

Location ID

The item location in the node.

Activity Code

The activity to be performed on items belonging to the work
order.

Pallet Id

The pallet LPN that belong to the work order.

Case Id

The case LPN that belong to the work order.

Item ID

The items that belong to the work order.

Priority

Indicates the priority of the demand.

Demand Quantity

The quantity of the order that was demanded.

Satisfied Quantity

The extent to which the demand is satisfied.

Demand Satisfied

Indicates whether the demand is satisfied or not.

Chapter 8. Inbound Shipment Console Screens

103

Record Container Details for Inbound Shipment Console Screens
This screen provides the ability to record container details for a container that is to
be received.
Table 61. Pack Container Screen, Shipment
Fields
Shipment #

The inbound shipment number.

Shipper's Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number with which the inbound shipment
is associated, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The Buyer's identifier. Click this link to go to the
Organization Details screen and view the buyer organization
details.

Seller

The Seller's identifier. Click this link to go to the Organization
Details screen and view the seller organization details.

Ship Node

The node from where the inbound shipment is sent. Click this
link to go to the Ship Node Detail screen and view the node
details for the shipment.

Destination

The inbound order's shipment destination.

Status

The inbound shipment status. Click this link to go to the
Shipment Status Audits screen and view the shipment's status
audits.

Table 62. Pack Container Screen, Ship To
The address to where the container is shipped.
Table 63. Pack Container Screen, Inbound Order Container Details
Fields

104

Container Type

Select whether the container is a pallet or a case.

Container SCM

Enter the shipment container marking number of the pallet or
carton.

Tracking #

Enter the container's tracking number used to track the
container's status and location.

Declared Value

Enter the value used to calculate customs charges. This field
is only applicable for international shipments.

Gross Weight

Enter the weight of the container plus its contents.

Net Weight

Enter the weight of the container's contents.

Height

Enter the height of the container.

Width

Enter the width of the container.

Length

Enter the length of the container.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 64. Pack Container Screen, Unpacked Items
Fields
Tag Details

PO #

The purchase order number associated with the unpacked
items.

Line #

The order line number to which the line item packaged in the
container belongs.

Release #

The order release number to which the unpacked line item
belongs.

Item ID

The item identifier of the unpacked line item.

The product classification of the unpacked line item.

UOM

The unit of measure of the unpacked line item.

Quantity

The quantity associated with the unpacked items.

Pack Quantity

The quantity of the line item that remains unpacked.

Start Receipt for Inbound Shipment Console Screens
This screen provides the ability to create a new receipt to receive a shipment.
Table 65. Start Receipt
Fields
Receipt #

Enter the inbound shipment receipt number associated with
the receipt.

Receiving Dock

The dock location that received the receipt.

Receipt Date

The date you create a receipt.
To change this date, you can use the Calendar lookup.

Shipment #

The inbound order shipment number.

Enterprise

The Enterprise associated with the shipment.

Expected Delivery Date

The date the shipment is estimated to arrive.

Receiving Node

The node that received the shipment.

Buyer

The buyer associated with the receipt.

Seller

The seller associated with the receipt.

No Of Expected Pallets

The number of pallets in the receipt.

No Of Expected Cartons

The number of cartons in the receipt.

Click Save to save the receipt information.

Chapter 8. Inbound Shipment Console Screens

105

Receive Screen for Inbound Shipment Console Screens
This Receipt Details (Execution Console Framework) screen provides the ability to
enter items that you received in a warehouse, such as pallet, case, and SKU.
For more information about Execution Console Framework, see the appropriate
section in this guide.

Print for Inbound Shipment Console Screens
This screen provides print capabilities.
Table 66. Print
Fields
Print Service Name

Choose the applicable document or label you want to print.

Printer Name

Choose the printer from which you want to print the
document or label.

No. of Copies

Enter the total number of copies of the document or label you
want to print.

Create Picklist for Inbound Shipment Console Screens
This screen provides the ability to create picklist for the selected shipments. When
you create a picklist, the status changes to "Shipment Being Picked". For more
information, see the Inbound Order Shipment Details screen.
Note: You can create a picklist only if the PRINT_PICK_LIST transaction is valid
for the shipment at its current status in the shipment pipeline. For more
information about transaction details, see the Sterling Selling and Fulfillment
Foundation: Warehouse Management System Configuration Guide.

Create Alerts for Inbound Shipment Console Screens
This screen provides the ability to create alerts for the selected shipment in this
screen. For field value descriptions, see the appropriate section in this guide.

Receive (Report or Record Receipt) for Inbound Shipment Console
Screens
This screen provides the ability to record paper-based receipt details.
Table 67. Receive, Receipt
Field

106

Receipt #

The receipt number associated with the receipt.

Shipment #

The shipment number associated with the receipt.

Enterprise

The enterprise associated with the receipt.

Buyer

The buyer associated with the receipt.

Seller

The seller associated with the receipt.

Receipt Start Date

The receipt start date.

Receiving Node

The node that received the shipment.

Receipt Status

The receipt status.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 67. Receive, Receipt (continued)
Field
Receipt Open

Indicates if the receipt is open.

No Of Pallets

The number of pallets.

No Of Cartons

The number of cartons.

Table 68. Receive, Lines to Receive
Field
Pallet ID

This field is displayed only if you are using the Sterling
Warehouse Management System.
Click this option button to enter the Pallet ID.
v Pallet ID - Enter the Pallet ID.
v Pallet Completely Received - Select this check box if the
pallet is completely received.

Case ID

This field is displayed only if you are using the Sterling
Warehouse Management System.
Click this option button to enter the Case ID.
v Case ID - Enter the Case ID.
v Case Completely Received - Select this check box if the
case is completely received.

None

This field is displayed only if you are using the Sterling
Warehouse Management System.
Click this option button if neither a pallet nor a case is
received.

Shipment Line #

The shipment line number.
Click the Add icon to add unexpected items in the shipment.

PO #

The purchase order number to which the shipment belongs
to.

Release #

The order release number to which the shipment belongs.

Item ID

The item you are receiving is displayed.

Unit Of Measure

The item's unit of measure.

Product Class

The shipment line item's product class.

Total Quantity

The total quantity contained in the shipment line or order
line.

Received Quantity

The quantity that has been received in the shipment line or
order line.

Quantity To Be Received

The total quantity to be received in the shipment line, or the
quantity of released items in the order line.

Disposition Code

The disposition code is automatically populated by the
system from the receiving rules. Modify the disposition code,
if applicable.

Receiving Quantity

Enter the quantity being received in the shipment line.

Note: If the item is tag-controlled, additional fields are displayed, depending
upon the item's tag attributes. If the item is serial-controlled, an additional field is
displayed to let you enter the serial number.
Chapter 8. Inbound Shipment Console Screens

107

Table 69. Receive, Serial Range
Field

Description

Serial #

Enter the serial number of the item.
Click the Add icon to add a new serial number.
Click the Toggle icon to go to the serial range panel, where
you can enter the serial range of the items.

From Serial #

Enter the start serial number.

To Serial #

Enter the end serial number.
Click the Add icon to add a new serial range.

Add Delivery Plan for Inbound Shipment Console Screens
This screen provides the ability to add shipments to a delivery plan.
Table 70. Select Delivery Plan Screen, Delivery Plan
Fields
Enterprise

The Enterprise associated with the shipment.

Plan #

Enter the delivery plan number to which you want to add the
inbound shipment.
Choose the field and lookup option to find the specific plan
number you want to use.

Plan Name

Enter the delivery plan name to which you want to add the
inbound shipment.

Plan Date

Enter the delivery plan date and time through which the
delivery plan you are adding the inbound shipment to is
valid.

Inbound Order Container Search By All Attributes for Inbound
Shipment Console Screens
This screen helps you search inbound containers by all attributes.
Table 71. Inbound Order Container Search by All Attributes
Fields

108

Document Type

Select the appropriate document type for which you want to
search.

PO #

Enter the purchase order number for which you are
searching, if applicable.

Shipment #

Enter the inbound shipment number for which you are
searching, if applicable.

Container #

Enter the container number for which you are searching, if
applicable.

Container Type

Enter the type of containers for which you are searching, if
applicable.

Tracking #

Enter the tracking number under which you want to search
for containers, if applicable.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 71. Inbound Order Container Search by All Attributes (continued)
Fields
Item ID

Enter the item ID included in the containers for which you
are searching, if applicable.

Container SCM

Enter the container SCM for which you are searching, if
applicable.

Containers With Logical
Kits Only

Select the check box to search for containers only with logical
kits, if applicable.

Max Records

Enter the maximum number of inbound shipments you want
returned from your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.

Inbound Order Container List for Inbound Shipment Console Screens
The Container List window displays the results of a container search. You can
perform actions on a single container or multiple containers by selecting the check
boxes of the containers you want to perform an action on and choosing the
applicable action from the action bar.
Table 72. Inbound Order Container List
Actions
View Details

This action takes you to the Container Details screen where
you can view the container details.

Pack/Unpack

This action takes you to the Pack or Unpack screen where
you can pack or unpack a container.

This action takes you to the Print screen where you can print
the container's documents or labels.

Delete

This action takes you to the Delete Container screen where
you can delete an inbound container.

Fields
Container #

The container number.

Shipment #

The inbound shipment to which the container belongs.

Status

The container status.

Manifested

Indicates if the container was manifested.

Container Type

The type of container used. For example, Carton or Pallet.

Tracking #

The container's tracking number used to track the container's
status and location.

Container SCM

The shipment container marking.

Ship Date

The date by which the container must ship.

Received

Indicates whether the shipment has been received.

Chapter 8. Inbound Shipment Console Screens

109

Container Details for Inbound Shipment Console Screens
The Container Detail screen provides various information about an inbound
container. The actions that can be performed in the Container Detail screen are
explained in the following tables.
Table 73. Inbound Order Container Details Screen, Container
View Icon

Description

Audit

Status Audits - This icon takes you to the Container Status
Audits screen where you can view a list of status audits that
you modified for an inbound container.

Actions
Print

This action takes you to the Print screen where you can print
the container's documents or labels.

Fields
Container #

The container number.

Shipment #

The inbound shipment to which the container belongs.

Container Type

The type of container used. For example, Carton or Pallet.

Ship Date

The date by which the container must ship.

Container Group

The container group to which the container belongs. Valid
values are: SHIPMENT, LOAD, or INVENTORY.

Received

Indicates whether the shipment has been received.

Ship To

The address to where the container is shipped.

Table 74. Inbound Order Container Details Screen, Ship To
The address to where the shipment is shipped.
Click the Address Details icon to go to the Modify Address screen and change the ship to
address.
Table 75. Inbound Order Container Details Screen, Container Info
Fields

110

Carrier/Service

The Carrier or Carrier service shipping the container.

Tracking #

The container's tracking number used to track the container's
status and location.

Pallet/Carton SCM

The shipment container marking number of the pallet or
carton.

Declared Value

The value used to calculate customs charges. This field is
only applicable for international shipments.

Gross Weight

The weight of the container plus the contents.

Actual Weight

The weight of just the container.

Size

The size of the container.

Length

The length of the container.

Width

The width of the container.

Height

The height of the container.

Net Weight

The weight of the container's content.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 76. Inbound Order Container Details Screen, Container Line Details
Fields
Tag Details

Order #

The order number to which the line item packaged in the
container belongs.

Line #

The order line number to which the line item packaged in the
container belongs.

Release #

The order release number to which the line item packaged in
the container belongs.

Item ID

The item identifier of the line item packaged in the container.

The product classification of the line item packaged in the
container.

UOM

The unit of measure of the line item packaged in the
container.

Description

The description of the item.

Ship By Date

The date by which the container line must be shipped by.

Quantity

The quantity of the line item packaged in the container.

Table 77. Inbound Order container Details Screen, Child Containers
Fields
Container #

The container number.

Status

The container status.

Container Type

The type of container used. For example, Carton or Pallet.

Tracking #

The container's tracking number used to track the container's
status and location.

Container SCM

The shipment container marking.

Container Serial Details for Inbound Shipment Console Screens
You can view a container's serial details with the help of this screen.
Table 78. Serial Details
Fields
Node

Node associated with the item.

Location

Location associated with the item.

Case ID

Case LPN associated with the container.

Pallet ID

Pallet LPN associated with the container.

Serial #

The serial number associated with the container items.

Chapter 8. Inbound Shipment Console Screens

111

Table 79. Serial Details Screen, Child Serials
Fields
Secondary Serial #1

Component serial number of the item.

Secondary Serial #2

Component serial number of the item.

Secondary Serial #3

Component serial number of the item.

Secondary Serial #4

Component serial number of the item.

Secondary Serial #5

Component serial number of the item.

Secondary Serial #6

Component serial number of the item.

Secondary Serial #7

Component serial number of the item.

Secondary Serial #8

Component serial number of the item.

Secondary Serial #9

Component serial number of the item.

Container Status Audits for Inbound Shipment Console Screens
This screen provides visibility to a list of status audits that you modified for a
inbound container.
Table 80. Container Status Audits Screen, Container
Fields
Container #

The inbound container number.

Shipment #

The inbound shipment number.

Container Type

The inbound container type.

Ship Date

The date by which the container must ship.

Container Group

The container group to which the container belongs. Valid
values are: SHIPMENT, LOAD, or INVENTORY.

Table 81. Container Status Audits Screen, Container Status Audits
Fields
Modified By

The user who performed the modification.

Old Status

The inbound shipment status before the status modification.

Old Status Date

The date the inbound shipment entered the old status.

New Status

The inbound container status after the status modification.

New Status Date

The date the status modification was made.

Reason Code

The reason for the modification.

Reason Text

Additional information as to why the modification was made.

Pack or Unpack for Inbound Shipment Console Screens
This Pack Details (Execution Console Framework) screen provides the ability to
pack or unpack containers.
For more information about the Execution Console Framework, see the appropriate
section in this guide.

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Delete Container for Inbound Shipment Console Screens
This screen provides the ability to delete an inbound container.
Table 82. Delete Container
Fields
Remove quantity from
shipment line

Choose this option to remove the quantity from the shipment
line.

Backorder removed
quantity

Choose this option to backorder the removed quantity.

Click OK.

Dock Appointment Search By All Attributes for Inbound Shipment
Console Screens
Use this screen to search for dock appointments by all attributes.
Table 83. Dock Appointment Search By All Attributes
Fields
Node

The node associated with the docks displays.

Start Date

The start date is defaulted to the current date.
Enter the start date of the appointment for which you are
searching, if applicable.
Choose the calendar lookup to change the date.

Number of Days To
Display

Enter the maximum number of days to be displayed on the
dock schedule calendar as a result of your search, if
applicable. By default, the value displayed is 5.

Location

Enter the dock location, if applicable.
Choose the lookup option to search for dock locations.

Inbound Delivery

Check this checkbox to search for inbound docks, if
applicable.

Outbound Pickup

Check this checkbox to search for outbound docks, if
applicable.

Appointment #

Enter the appointment number for which you are searching,
if applicable.

Shipment #

Enter the shipment number for which you are searching for
the dock appointment, if applicable.

Order #

Enter the order number for which you are searching for the
dock appointment, if applicable.

Load #

Enter the load number for which you are searching for the
dock appointment, if applicable.

Carrier

Enter the carrier for which you are searching for the dock
appointment, if applicable.

BOL #

Enter the bill of lading number for which you are searching
for the dock appointment, if applicable.

Chapter 8. Inbound Shipment Console Screens

113

The Dock Schedule Details screen displays as a result of your dock appointment
search by all attributes.

Dock Schedule Details for Inbound Shipment Console Screens
This screen provides visibility to the dock appointment calendar. It displays the
inbound, outbound, and both inbound and outbound docks with their:
v Available time slots for creating new appointments.
v Unavailable time slots due to calendar constraints.
v Unavailable time slots due to appointments already taken.
Table 84. Dock Schedule Details, Dock Availability
Actions
Manage Dock Group

This action button takes you to the Dock Group Details
screen.

Zoom In

Click this action button to view more definitive details of the
appointment calendar. Two levels of Zoom In are supported.

Zoom Out

Click this action button to view a larger area of the
appointment calendar. Two levels of Zoom Out are
supported.

Displays the dock locations for the nodes that are of the dock type INBOUND,
OUTBOUND, and BOTH.
Table 85. Dock Schedule Details, Legend
Blue

Indicates an appointment for the searched criteria.
Click a slot to modify an existing appointment. The Dock
Appointment screen displays.

Cyan

Indicates appointments that do not match the searched
criteria.
Click a slot to modify an existing appointment. The Dock
Appointment screen displays.

Gray

Indicates free slots for which new appointments can be taken.
Click a slot to create a new dock appointment. The Dock
Appointment screen displays.

Black

Indicates the unavailable slots due to the calendar constraints.

Dock Appointment for Inbound Shipment Console Screens
You can create new appointments or modify existing appointments with the help
of this screen.
Table 86. Dock Appointment, Appointment Details
Actions
Cancel

Click this action button to cancel an appointment.

Fields

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Table 86. Dock Appointment, Appointment Details (continued)
Appointment #

The appointment number associated with the dock displays,
if applicable.
The appointment number displays only for existing
appointments.

Location

The dock location for which you chose to take an
appointment displays here.

Appointment Type

By default, the Outbound Pickup appointment type is
selected for outbound dock locations, and Inbound Delivery
for inbound and both inbound and outbound dock locations.

Start Date

This start date is defaulted with the date of the selected slot.
Enter the start date on which you want to take an
appointment or choose the calendar lookup to change the
date.

Start Time

This start time is defaulted with the time of the selected slot.
Enter the start time of the appointment or choose the time
lookup to change the time.

Shipment #

Enter the shipment number you want to associate with the
dock appointment, if applicable.
Choose the Lookup icon to search for shipments. The
shipment's weight, volume, number of cases and number of
pallets automatically displays.

Load #

Enter the load number you want to associate with the dock
appointment, if applicable.
Choose the Lookup icon to search for loads. The number of
cases and number of pallets associated with the load
automatically displays.

Order #

Enter the order number you want to associate with the dock
appointment, if applicable.

BOL #

Enter the bill of lading number you want to associate with
the dock appointment, if applicable.

PRO #

Enter the PRO number you want to associate with the dock
appointment, if applicable.

Carrier

Select the carrier for which you want to take an appointment,
if applicable.

Notes

Enter any additional information associated with the dock
appointment, if applicable.

Weight

Enter the weight of the shipment, if applicable.

Volume

Enter the volume of the shipment, if applicable.

No Of Cases

Enter the number of cases contained in the shipment or load,
if applicable.

No Of Pallets

Enter the number of pallets contained in the shipment or
load, if applicable.

Estimate End Time

Click this button to calculate and display the estimated end
time in the End Time field.
The estimated end time is calculated based on SAM defined
in the productivity type, which is associated with the task
type for trailer loading and unloading activities.
Chapter 8. Inbound Shipment Console Screens

115

Table 86. Dock Appointment, Appointment Details (continued)
End Time

To specify a pre-determined end time, enter the end time.
Choose the time lookup to change the time.

Click Save to save the dock appointment.

Dock Group Details for Inbound Shipment Console Screens
You can enter constraints on the maximum number of appointments that can be
taken for the group of docks associated with a node.
Table 87. Dock Group Details, Dock Group
Fields
Node

The node associated with the docks displays.

Table 88. Dock Group Details, Dock Group Max No. of Appointments
Action
Remove

Click this action button to remove the selected appointment
constraints.

Fields
Start Time

Indicates the start time of the time slot for which the
maximum number of appointment constraint needs to be
created.
Click the Add icon to create an appointment constraint.

End Time

Indicates the end time of the time slot for which the
maximum number of appointment constraint needs to be
created.

Sunday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Monday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Tuesday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Wednesday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Thursday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Friday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Saturday

Enter the maximum number of appointments you can take on
this day in the time window.

Click Save to save the maximum number of dock group appointment constraints.

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View Holds for Inbound Shipment Console Screens
You can view holds that are applied to the selected shipments in this screen.
Table 89. View Holds, Inbound Order Shipment
Fields
Shipment #

The inbound shipment number.

Shipper’s Ref. #

The inbound shipment reference number.

Plan #

The delivery plan number the inbound shipment is associated
with.

Enterprise

The enterprise associated with the inbound shipment.

Buyer

The identifier for the buyer.

Seller

The identifier for the seller.

Ship Node

The node from where the inbound shipment is shipped.

Receiving Node

The node that is receiving the inbound shipment.

Status

The inbound shipment status.

Release #

The order release number to which the inbound shipment
line belongs.

Has Hazardous Items

Indicates if the inbound shipment contains hazardous items.

Merge Node

If you have order lines coming from multiple nodes and want
to consolidate them into one load, enter a node at which you
want all of the dependent order lines to be consolidated with
the parent order line.
Note: Merge Node is only relevant in a Deliver Together
dependency.

Table 90. View Holds, Shipment Holds
Actions
Add Holds

This action takes you to the Add Holds screen where you can
add holds to the selected inbound shipment.

Fields
Hold Description

A brief description of the hold.

Hold Status

The current status of the hold.

Hold Comment

Any additional comments for the hold.

Action

Select the action that you want to apply to the hold from the
drop-down list.

Reason

Enter the reason for the hold.

Table 91. View Holds, Resolved Holds
Fields
Hold Description

A brief description of the hold.

Reason

The reason for changing this hold to resolved status.

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117

Add Holds for Inbound Shipment Console Screens
You can add holds to the inbound shipment on this screen.
Table 92. Add Holds, Shipment Holds
Fields
Hold Type

Select the hold type associated with the inbound shipment
from the drop-down list.

Reason

Enter the reason for the hold.

View History for Inbound Shipment Console Screens
Every time the status of an order hold changes, useful information regarding the
status change is recorded in Sterling Selling and Fulfillment Foundation. In this
screen, you can view the history of an order hold.
Table 93. View History, Primary Information
Fields

118

Shipment#

The outbound shipment number.

Shipper's Ref. #

The outbound shipper's reference number.

Plan #

The outbound shipment's plan number

Enterprise

The Enterprise associated with the shipment

Buyer

The Buyer's identifier.

Seller

The Seller's identifier.

Ship Node

The node from which the outbound shipment ships.

Receiving Node

The node which receives the outbound shipment

Status

The status of the outbound shipment.

Has Hazardous Items

Indicates if the shipment contains any hazardous item.

Merge Node

The node that has multiple order lines and is consolidated
into one shipment.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 9. Receipt Console Screens
About Receipt Console Screens
The Receipt Console provides:
v Extensive search capabilities using granular level information such as order
number, shipment number.
v Visibility to receipt summary.
v Visibility to receipt details and receipt line details.
v Closure of receipts and prereceipts.
This chapter provides screen and field descriptions for the Receipt Console.

Receipt Search By Receipt
The Receipt Search By Receipt screen lets you perform a receipt search by receipt.
Table 94. Receipt Search By Receipt
Fields

Description

Document Type

Select the document type associated with the receipt you
want to search for.

Enterprise

Select the enterprise you are searching for.

Across Enterprises

Select this option if you are searching across all enterprises.

Receiving Node

The node associated with the receipt displays.

Receiving Dock

Enter the receiving dock associated with the receipt you are
searching for, if applicable.

Receipt #

Enter the receipt number associated with the receipt you are
searching for, if applicable.

Buyer

Enter the buyer associated with the receipt you want to
search for, if applicable.

Seller

Enter the seller associated with the receipt you want to search
for, if applicable.

Order #

Enter the order number associated with the receipt you are
searching for, if applicable.

Shipment #

Enter the shipment number associated with the receipt you
are searching for, if applicable.

Receipt Date

Enter the date range through which you want to search for
the receipts, if applicable.

Receipt Status

Select the status of the receipt you want to search for, if
applicable.

Closed Receipts Only

Select Closed Receipts Only if the search is applicable only
for the closed receipts.

Max Records

Enter the maximum number of records you want listed as a
result of the search.

Choosing Search displays the search results in the Receipt List screen.

119

Note: It is recommended that you do not use spaces before or after any text you
enter in the search fields, as this may result in inconsistent or inaccurate results.

Receipt Search By Item
The Receipt Search By Item screen lets you perform a receipt search by item.
Table 95. Receipt Search By Item
Fields

Description

Document Type

Select the document type associated with the receipt you
want to search for.

Enterprise

Select the enterprise you are searching for.

Across Enterprises

Select this option if you are searching across all enterprises.

Receiving Node

The node associated with the receipt displays.

Item ID

Enter the item ID of the item you want to search for, if
applicable.

Product Class

Select the product class of the item you are searching for if
applicable.

Unit Of Measure

Select the unit of measure of the item you are searching for, if
applicable.

Serial #

Enter the serial number you are searching for, if applicable.

Disposition Code

Select the disposition code you are searching for, if applicable.

Inspection Pending

Select this option if you are searching for inspection pending
receipts.

Max Records

Enter the maximum number of records you want listed as a
result of your search.

Choosing Search displays the search results in the Receipt List screen.
Note: It is recommended that you do not use spaces before or after any text you
enter in the search fields, as this may result in inconsistent or inaccurate results.

Receipt Search By Container
The Receipt Search By Container screen lets you perform a receipt search by
container.
Table 96. Receipt Search By Container

120

Fields

Description

Document Type

Select the document type associated with the receipt you
want to search for.

Enterprise

Select the enterprise you are searching for.

Across Enterprises

Select this option if you are searching across all enterprises.

Receiving Node

The node associated with the receipt displays.

Pallet ID

Enter the pallet LPN you are searching for.

Case ID

Enter the case LPN you are searching for.

Max Records

Enter the maximum number of records you want listed as a
result of your search.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Receipt List
The Receipt List screen displays the result of a receipt search. You can perform
actions on a single receipt or on multiple receipts by selecting the check boxes of
the relevant receipts and choosing the applicable action from the action bar.
The fields in the Receipt List screen are always the same, irrespective of whether
you are searching for a Receipt in the Inbound Order Console (using the Supply
Collaboration module), the Inbound Receipt Console or the Return Receipt Console
(using the Warehouse Management System module), or in the Return Console
(using the Reverse Logistics module).
This chapter describes the screens in terms of the Return Receipt Console.
However, the field descriptions hold true in all similar scenarios, across all
consoles mentioned above.
Table 97. Return Receipt List
Actions
View Summary

This action takes you to the Return Order Receipt Summary
screen, which lets you view a receipt summary.

View Details

This action takes you to the Receipt Details screen, which lets
you view the return receipt details.

Close Prereceipt

This action closes a prereceipt.

Close Receipt

This action closes a receipt.

Report/Record receipt.

This action takes you to the Receive screen, which lets you
record paper based receipt details.

Fields
Receipt #

Receipt number associated with the receipt. Click this link to
view the receipt details.

Shipment #

Shipment number associated with the receipt.

Order #

Order Number associated with receipt.

Enterprise

Enterprise associated with the receipt.

Buyer

Buyer associated with the receipt.

Seller

Seller associated with the receipt

Receipt Start Date

The start date of the receipt.

Receiving Node

The node where inventory was received.

Receipt Open

Indicates if the receipt is open. If open, you can receive the
receipts.

Receipt Status

Status of the receipt.

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121

Return Order Receipt Summary
The Return Order Receipt Summary screen provides visibility of a receipt's
summary.
Table 98. Return Order Receipt Summary, Return Receipt
Return Receipt
This panel contains basic information about a receipt.
Note: You can choose receipt actions by selecting the view icon in the title bar.
View Icons

Description

Additional Attributes

Details - This icon takes you to the Receipt Details screen,
which lets you view receipt details.

Instructions

Instructions - This icon takes you to the Receipt Instructions
screen, which lets you view a receipt's summary instruction

Audit

Status Audits - This icon takes you to the Receipt Status
Audits screen, which lets you view a receipt's summary
status audit list.

Return Receipt History

Expected Receipt - This icon takes you to the Expected
Receipt screen, which lets you view the details of the
expected receipt.

Actions
Inventory View

This action takes you to the Location Inventory screen, which
lets you view location inventory details for a receipt. For
more information about the Location Inventory screen, see
the Sterling Selling and Fulfillment Foundation: Warehouse
Management System User Guide.

Close Prereceipt

This action closes a prereceipt.

Close Receipt

This action closes a receipt.

Receive

This action takes you to the Receive Details screen, which lets
you record receipt details. For more information about the
Receive Details screen, see the Sterling Selling and Fulfillment
Foundation: Warehouse Management System User Guide.

Report/Record Receipt

This action takes you to the Receive screen, which lets you
record paper based receipt details.

Fields
Receipt #

The receipt number associated with the receipt.

Shipment #

The shipment number associated with the receipt.
Choose the Shipment # link to view the shipment detail for
the particular shipment.

122

Order #

The order number associated with the receipt.

Enterprise

The enterprise associated with the receipt.

Buyer

The buyer associated with the receipt. Click this link to view
buyer details.

Seller

The seller associated with the receipt. Click this link to view
seller details.

Receipt Start Date

The start date of the receipt.

Receiving Node

The node where inventory was received. Click this link to
view the receiving node details.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 98. Return Order Receipt Summary, Return Receipt (continued)
Receiving Dock

The dock location that received the receipt.
Important: You can receive receipts into multiple locations.

Receipt Open

Indicates if the receipt is open. If open, you can receive the
receipts.

Receipt Status

The status of the receipt.
Click this link to view the status audits for a receipt.

No Of Expected Pallets

The number of expected pallets in the receipt.

No Of Expected Cartons

The number of expected cartons in the receipt.

Table 99. Return Order Receipt Summary, Items
Actions
View Details

This action takes you to the Receipt Line Details screen,
which lets you view a receipt's item line details.

Adjust Receipt

This action takes you to the Adjust Receipt screen, which lets
you adjust the receipt of an item. For more information about
the Adjust Receipt screen, see the Sterling Selling and
Fulfillment Foundation: Warehouse Management System User
Guide.

Inspect

This action takes you to the Inspect Return Receipt Details
screen, which lets you view the return receipt items and the
receipts that are already inspected. For more information
about how to inspect return receipts, see the appropriate
section in this guide or the Sterling Selling and Fulfillment
Foundation: Reverse Logistics User Guide.

Fields
Item ID

The item ID.

Description

A brief description of the item.

Product Class: Indicates the item's inventory categorization.
Orders are placed for an item and product class. Typical
examples are IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Disposition Code

The disposition of the item.

Order #

The order number associated with the receipt.

Release #

The release number associated with the receipt.

Tag #

The tag number.
Clicking this link lets you view the tag details for an item.

Quantity

The number of units in UOM on the receipt.

Table 100. Return Order Receipt Summary, Containers
Actions
View Details

This action takes you to the Receipt Line Details (Container)
screen, which lets you view a receipt's container line details.

Chapter 9. Receipt Console Screens

123

Table 100. Return Order Receipt Summary, Containers (continued)
Adjust Receipt

UnReceive Container

This action lets you unreceive the selected containers.

Fields
Pallet ID

The pallet LPN associated with the container.

Case ID

The case LPN associated with the container.

Receipt Line Details
This screen provides visibility to inbound order's shipment receipt line details.
Table 101. Receipt Line Details Screen, Container
Fields

Description

Receipt #

The inbound order receipt number associated with the
receipt.

Shipment #

The inbound order shipment number associated with the
receipt.

Order #

The inbound order number associated with the receipt.

Enterprise

The enterprise that received the receipt.

Receiving Node

The node that received the receipt.

Receiving Dock

The dock location that received the receipt.

Receipt Status

The status of the receipt that was received.

Case ID

Case LPN that was received.

Pallet ID

Pallet LPN that was received.

Table 102. Receipt Line Details Screen, Container Details

124

Fields

Description

Item ID

The item identifier of the line item packaged in the container.

Item Description

The description of the item received.

The product classification of the line item packaged in the
container such as first quality, second quality, or finished
good.

UOM

The unit of measure of the line item packaged in the
container.

Disposition Code

The disposition code to determine the product classification
and inventory status.

Order #

The order number to which the line item packaged in the
container belongs.

Line #

The order line number to which the line item packaged in the
container belongs to.

Release #

The order release number to which the line item packaged in
the container belongs.

Ship By Date

The date by which the container must be shipped.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 102. Receipt Line Details Screen, Container Details (continued)
Fields

Description

COO

Country or region of origin associated with the item.

Serial #

The serial number associated with the item.

Tag

Quantity

The quantity of the line item packaged in the container.

Order Receipt Container
The Order Receipt Container screen lets you view an order receipt’s container
details.
Table 103. Order Receipt Container, Item Header
Fields

Description

Receipt #

Receipt number associated with the receipt.

Shipment #

Shipment number associated with the receipt.

Enterprise

Enterprise associated with the receipt.

Receiving Node

The node where inventory was received.

Receiving Dock

Location where the shipment is received.

Receipt Status

The status of the receipt.

Item ID

The item ID.

Item Description

A brief description of the item.

Product Class: Indicates the item's inventory categorization.
Orders are placed for an item and product class. Typical
examples are IRREGULAR, FD (Factory Defects).

UOM

The item’s unit of measure.

Order #

The order number associated with the receipt.

Line #

The order line number associated with the receipt.

Release #

The release number associated with the receipt.

Table 104. Order Receipt Container, Item Containers
Fields

Description

Pallet ID

The pallet LPN associated with the container.

Case ID

The case LPN associated with the container.

Segment Type

The segment type associated with the receipt.
Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Chapter 9. Receipt Console Screens

125

Table 104. Order Receipt Container, Item Containers (continued)
Fields

Description

Segment #

The segment number associated with the receipt.
Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

Serial

The serial number associated with the receipt.

Quantity

The number of units in UOM on the receipt.

Receipt Line Details (Container)
The Receipt Line Details (Container) screen lets you view a receipt's container
details.
Table 105. Receipt Line Details (Container), Container
Fields

Description

Receipt #

The receipt number associated with the receipt.

Shipment #

The shipment number associated with the receipt.

Order #

The order number associated with the receipt.

Enterprise

The enterprise associated with the receipt.

Receiving Node

The node associated with the receipt.

Receiving Dock

The location where the shipment is being received.

Receipt Status

The status of the receipt.

Case ID

The case LPN associated with the container.

Pallet ID

The pallet LPN associated with the container.

Table 106. Receipt Line Details (Container), Container Details

126

Fields

Description

Item ID

The item ID.

Item Description

Description of the item.

Product Class: Indicates the item's inventory categorization.
Orders are placed for an item and product class. Typical
examples are IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Disposition Code

The item's disposition code.

Order #

The order number associated with the receipt.

Release #

The release number associated with the receipt.

Segment Type

The segment type associated with the receipt.
Note: A segment type indicates an inventory category.
Typical values are MTC - Made To Customer or MTO - Made
to Order.

Segment #

The segment number associated with the receipt.
Note: A segment holds either the specific buyer or specific
order number that requires dedication.

Ship By Date

The date reflecting the time sensitivity of the inventory.

COO

The country or region of origin associated with the receipt.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 106. Receipt Line Details (Container), Container Details (continued)
Fields

Description

Serial #

The serial number associated with the receipt.

Tag #

The tag number associated with the receipt.

Quantity

The number of units in UOM on the receipt.

Receipt Instructions
The Receipt Instructions screen lets you view a receipt's summary instruction.
Table 107. Receipt
Fields

Description

Receipt #

The receipt number associated with the
receipt.

Shipment #

The shipment number associated with the
receipt. Click this link to view shipment
details.

Order #

The order number associated with the
receipt.

Enterprise

The enterprise associated with the receipt.

Buyer

The buyer associated with the receipt. Click
this link to view buyer details.

Seller

The seller associated with the receipt. Click
this link to view seller details.

Receipt Start Date

The start date of the receipt process.

Receiving Node

The node where inventory was received.
Click this link to view the receiving node
details.

Receiving Dock

The location where the shipment was
received.

Receipt Open

Indicates if the receipt is open. If open, you
can receive the receipts.

Receipt Status

The status of the receipt. Click this link to
view a receipt's status audits.

No Of Expected Pallets

The number of expected pallets associated
with the receipt.

No Of Expected Cartons

The number of expected cartons associated
with the receipt.

Table 108. Receipt Summary Instructions, Instructions
Actions
Delete Instruction

This action deletes the selected instruction

Fields
Instruction Type

Select the type of instruction.

Text

Enter the Instruction text.

Click the Add icon to add a new instruction.
Chapter 9. Receipt Console Screens

127

Receipt Status Audits
The Receipt Status Audits screen lets you view a receipt's summary status audit
list.
Table 109. Receipt
Fields

Description

Receipt #

The receipt number associated with the
receipt.

Shipment #

The shipment number associated with the
receipt. Click this link to view shipment
details.

Order #

The order number associated with the
receipt.

Enterprise

The enterprise associated with the receipt.

Buyer

The buyer associated with the receipt. Click
this link to view buyer details.

Seller

The seller associated with the receipt. Click
this link to view seller details.

Receipt Start Date

The start date of the receipt process.

Receiving Node

The node where inventory was received.
Click this link to view the receiving node
details.

Receiving Dock

The location where the shipment was
received.

Receipt Open

Indicates if the receipt is open. If open, you
can receive the receipts.

Receipt Status

The status of the receipt. Click this link to
view a receipt's status audits.

No Of Expected Pallets

The number of expected pallets associated
with the receipt.

No Of Expected Cartons

The number of expected cartons associated
with the receipt.

Table 110. Receipt Summary Status Audits, Status Audit List

128

Fields

Description

Modified By

The user associated with the modification of
the record.

Old Status

The receipt status before the status
modification.

Old Status Date

The date the receipt entered the old status.

New Status

The status of the receipt after the status
change.

New Status Date

The status date recorded on the receipt at
the most recent status change.

Reason Code

The reason code indicating the reason for
the status change.

Reason Text

The text reason entered against audit.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Receipt Details
The Receipt Details screen lets you view receipt details.
Table 111. Receipt
Fields

Description

Receipt #

The receipt number associated with the
receipt.

Shipment #

The shipment number associated with the
receipt. Click this link to view shipment
details.

Order #

The order number associated with the
receipt.

Enterprise

The enterprise associated with the receipt.

Buyer

The buyer associated with the receipt. Click
this link to view buyer details.

Seller

The seller associated with the receipt. Click
this link to view seller details.

Receipt Start Date

The start date of the receipt process.

Receiving Node

The node where inventory was received.
Click this link to view the receiving node
details.

Receiving Dock

The location where the shipment was
received.

Receipt Open

Indicates if the receipt is open. If open, you
can receive the receipts.

Receipt Status

The status of the receipt. Click this link to
view a receipt's status audits.

No Of Expected Pallets

The number of expected pallets associated
with the receipt.

No Of Expected Cartons

The number of expected cartons associated
with the receipt.

Table 112. Receipt Details, Receipt Lines
Action
Adjust Receipt

This action takes you to the Adjust Receipt
screen, which lets you adjust the receipt of
an item. For more information about the
Adjust Receipt screen, see the Sterling
Warehouse Management System: User
Guide.

Fields
Item ID

The item ID.

Description

A brief description of the item.

Product Class: Indicates the item's inventory
categorization. Orders are placed for an item
and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Disposition Code

The disposition of the item.
Chapter 9. Receipt Console Screens

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Table 112. Receipt Details, Receipt Lines (continued)
Action
Case ID

The case LPN associated with the container.

Pallet ID

The pallet LPN associated with the
container.

Order #

The order number associated with the
receipt.

Line #

The line number associated with the receipt.

Note: Problem: An error message, "There is no inventory for put away at the
SourceLocation" occurs. Cause: When multiple inbound shipments are received
into the same location, and the inventory being received is not an LPN. Resolution:
To resolve this issue, do one of the following: Manually create move requests for
receipts that you already received. For more information about creating move
requests, see Create Move Request. For receipts that are expected to be received,
ensure that the inventory is license plated and that you don't receive inbound
shipments and inventory for put away into the same location.

Receive
The Receive screen lets you record paper-based receipt details.
Table 113. Receive, Receipt
Fields

Description

Receipt #

The receipt number associated with the receipt.

Shipment #

The shipment number associated with the receipt.

Enterprise

The enterprise associated with the receipt.

Buyer

The buyer associated with the receipt.

Seller

The seller associated with the receipt.

Receipt Start Date

The receipt start date.

Receiving Node

The node that received the shipment.

Receipt Status

The receipt status.

Receipt Open

Indicates if the receipt is open.

No Of Pallets

The number of pallets.

No Of Cartons

The number of cartons.

Table 114. Receive, Lines to Receive
Fields

Description

Pallet ID

Select this to receive an expected pallet and enter the pallet
identifier.
Check the Pallet Completely Received box to close the pallet.

Case ID

Select this to receive an expected case and enter the case
identifier.
Check the Case Completely Received box to close the case.

None

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Select this to receive loose inventory.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 114. Receive, Lines to Receive (continued)
Fields

Description

Tag Details

Click on the Plus icon, to view and hide tag details.
The lot number associated with the tag displays, if applicable.

Shipment Line #

The shipment line number.

Order #

The order number to which the shipment belongs.

Release #

The order release number to which the shipment belongs.

Item ID

The item you are receiving displays.

UOM

The item's unit of measure.

The item's product class.

Total Quantity

The total quantity contained in the shipment line.

Received Quantity

The total quantity received in the shipment line.

Quantity To Be Received

The quantity available for receiving in the shipment line.

Disposition Code

The disposition code is automatically populated by the
system from the receiving rules. Modify the disposition code,
if applicable.

Receiving Quantity

Enter the quantity you want to receive in the shipment line.

Tag Identifiers

Enter the identifier for the tag, such as, Lot #, Batch #, etc.

Chapter 9. Receipt Console Screens

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Chapter 10. Create Inbound Shipment Screens
About Create Inbound Shipment Screens
Shipments (ASN) are transmitted to warehouses through EDI downloads, fax, or
e-mail, and also when a trailer arrives with no prior notice.
The shipment entry console enables you to manually create shipments from fax,
e-mail or telephone conversations, and also for those trailers that arrive with no
prior notice.
The Shipment Entry screen enables you to create an inbound shipment.

Shipment Entry to Create an Inbound Shipment
Use this screen to create an inbound shipment.
Table 115. Shipment Entry
Actions
Supervisory Overrides

This action takes you to the Shipment Supervisory Overrides
screen where you can set up supervisory overrides for an
inbound shipment.

Fields
Document Type

Select the document type associated with the shipment you
are creating for.
Valid values are 'Purchase Order' or 'Transfer Order'. For an
outbound shipment, valid value is 'Sales Order'

Receiving Node

The receiving node where the receipt is being performed.
This is automatically populated by the system based on the
user profile.

Enterprise

Select the enterprise associated with the shipment you are
creating for, if applicable.

Shipment #

Enter the shipment number for the shipment you are creating,
if applicable. A unique number is automatically generated by
the system, if number is not specified.

Ship Node

Enter the shipping node associated with the shipment. This
represents the seller's ship node.

Buyer

Enter the buyer associated with the shipment you want to
create, if applicable.

Seller

Enter the seller associated with the shipment you want to
create.

PO #

Enter the purchase order number associated with the
shipment.

Release#

Enter the release number of the order against which the
shipment is being created, if applicable.

Pro#

Enter the PRO number assigned by the carrier to track the
shipment you are creating, if applicable.

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Table 115. Shipment Entry (continued)
Carrier/Service

Select the carrier service availed for transporting the
shipment, if applicable.

BOL#

Enter the bill of lading number of the shipment you are
creating, if applicable.

Trailer#

Enter the trailer number of the shipment you are creating, if
applicable.

Click Create Shipment to create an inbound order shipment. For more information,
see the appropriate section in this guide.

Shipment Supervisory Overrides for an Inbound Shipment
Use this screen to set up supervisory overrides for an inbound shipment.
Table 116. Shipment Supervisory Overrides
Fields
Override Shipment Entry

Select this check box to override shipment entry.

Do not verify Pallet
Content

Select this check box to skip pallet content verification for the
shipment.

Do not verify Case Content Select this check box to skip case content verification for the
shipment.
Suppress Overage Check

Select this check box to suppress overage check.

Allow receiving unexpected Select this check box to allow receiving of unexpected items
Items on Shipment
in the shipment.

Click OK.

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Chapter 11. Receive Console Screens
About Receive Console Screens
The Receive console enables you to receive expected containers, build cases or
pallets, receive blind receipts, and receive over-receipt quantity. This console is
designed to support scanning of information, utilizing the available barcodes. You
can also enter information manually.
This chapter provides screen and field descriptions for the Receive Console.

Receive Details
The Receive Details screen provides a detailed information about a receipt.
Table 117. Receive Details, Receive
Actions
Close Pallet

This action closes the pallets received. Alternatively, press
Alt+P.

Close Case

This action closes the pallets received. Alternatively, press
Alt+C.

Save

This action saves the information entered.

Reset

This action clears the information entered. Alternatively, press
Alt+P.

Fields
Shipment #

Enter the shipment number associated with the receipt.
Choose the field and Lookup icon or press Alt+L to find the
specific shipment number you want to use.

Receipt #

Enter the receipt number for the shipment associated with the
receipt.
Choose the field and Lookup icon or press Alt+L to find the
specific receipt number you want to use.

Enterprise

The enterprise is automatically populated by the system.

Order #

The order number is automatically populated by the system,
if applicable.
For shipments received without order, the order number is
not available.

Seller

This value is automatically populated by the system.

Ship Node

The ship node is automatically populated by the system.

Pallet ID/Case ID

Enter the pallet or case LPN, if applicable.
This value is required only if pallets or case LPNs are being
associated to inventory during receipt or for a Pallet LPN
pre-associated with the shipment. For case LPNs
pre-associated with the shipment, use the 'Item ID/Case ID'
field.

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Table 117. Receive Details, Receive (continued)
Location

Enter the location where inventory is being received.
Choose the field and Lookup icon or press Alt+L to find the
specific location you want to use.
If an open receipt exists for a shipment, the location
corresponding to the receipt's receiving location automatically
displays.

Item ID/Case ID

Enter the item ID or case LPN.
The case LPN, if entered, could be an existing LPN or a new
pre-printed LPN. Once the receipt of the case LPN is
completed, scan the next item or case LPN, if applicable.

Case ID

The case LPN corresponding to the last item scanned
displays.

Disposition Code

The disposition code is automatically populated by the
system from the receiving rules. Modify the disposition code,
if necessary.
Choose the field and Lookup icon or press Alt+L to find the
specific disposition code you want to use.

Item ID

The item ID corresponding to the last item scanned displays,
if applicable.
v If the item is serial tracked, the Serial Entry screen
displays, which lets you capture the serial number.
v If the item is tag tracked, the Tag Entry screen displays,
which lets you capture the tag details.
v If the item is time sensitive, the Expiration Date Entry
screen displays, which lets you capture the expiration date.
v If the item is serial-tracked and if you are performing
Returns Receiving, the Serial Entry screen displays, which
lets you capture the serial number.

COO

The country or region of origin associated with the item is
automatically populated by the system.
Choose the field and Lookup icon or press Alt+L to find the
specific country or region of origin you want to use.

Description

The item's description.

Quantity

Enter the quantity received in the UOM, if applicable. The
quantity for a UPC Code, UPC Case Code or valid Case LPN
scanned is automatically recognized by the system.

UOM

Select the UOM corresponding to the quantity.

UOM Quantity

The UOM quantity is automatically populated by the system.

Total Quantity

The total quantity is automatically populated by the system.

Inspection Comments

Enter any additional comments, if applicable.

Note: If you select "Do Not Verify Pallet Contents" or "Do Not Verify Case
Contents" check-boxes, you need not enter or scan the item details.
Table 118. Receive Details, Receive Instructions
The item's receiving instructions code and text displays, if available.

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Table 119. Receive Details, Activity Demand Instruction
Activity Demand Instruction
The activity demand instructions for the inventory received displays, if available.
Fields
Activity Code

The activity to be performed on items belonging to the receipt.
Examples of activities during a receipt include Cross-Dock, QC,
VAS for repacking.

Demand Quantity

The current demand for the item.

Demand Satisfied

Indicates whether the demand is satisfied.

Is Infinite Demand

Indicates whether the demand is infinite.

Table 120. Receive Barcode Types
Fields
Pallet/Case ID

ShippingOrInventoryContainer

Location

Item ID/Case ID

ItemOrShippingContainer

Item ID

Item

Serial Entry for Receive Console Screens
The Serial Entry screen enables you enter or scan the item’s serial number.
The Serial Entry screen also enables you enter the serial number range of an item.
Table 121. Serial Entry
Field
Count

The total count of items scanned is automatically populated
by the system.

Serial #

The component serial number of the item.

Note: The fields displayed in the Serial Entry window vary depending on the item
scanned.
Table 122. Serial Entry, Serial Range
Field
Count

The total count of items scanned is automatically populated
by the system.

From Serial #

The start serial number of the item.

To Serial #

The end serial number of the item.

Note: For a serial tracked or serialized item, if secondary serials are defined and
secondary information is not provided, then in such scenario the 'Entry Serial
Range’ button is not provided in the screen.

Chapter 11. Receive Console Screens

137

Tag Entry for Receive Console Screens
Note: You can enter the item’s tag attributes when receiving inventory in a
warehouse that is configured to capture the tag details, or when performing
operations within the node. For more information about capturing the tag
attributes, see the Sterling Selling and Fulfillment Foundation: Application Platform
Configuration Guide.
The Tag Entry screen enables you capture the tag numbers, such as, Lot# and
Batch#, associated with the tag tracked SKU.
Table 123. Tag Entry
Field
Batch #

Enter the batch number associated with the tag.

Note: The fields displayed in the Tag Entry window vary depending on the item
scanned.

Expiration Date Entry for Receive Console Screens
The Expiration Date Entry screen enables you capture the expiration date.
Table 124. Expiration Date Entry
Field
Expiration Date

138

The item’s expiration date. To change this date, choose the Calendar
lookup or press Alt+L.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 12. Inspect Inbound Receipts Screens
About Inspect Inbound Receipt Screens
The Inspect Inbound Receipt Console lets you inspect inbound receipts. The
procedure for inspecting an inbound receipt is similar to inspecting a return
receipt. For more information about screen and field description, see the chapter,
"Inspect Return Receipts Screens".

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Chapter 13. Inspect Return Receipts Screens
About Inspect Return Receipts Screens
The Inspect Return Receipt console enables you to:
v Record inspection details
v View next disposition suggestions based on the current disposition status
v Enter appropriate inspection comments while inspecting an item
v View item inspection details for a receipt
v Search for receipts by disposition code
v Inspect receipts from receipt summary screen

Inspect Receipt
You can enter the return receipt criteria in this screen.
Table 125. Inspect Receipt
Fields
Node

Select the node where the receipt has been received.

Location

Enter the location where the receipt has been received.
Choose lookup option to find the specific Location you want
to search for.

Item ID

Enter the item ID you want to inspect associated with the
receipt.
Choose lookup option to find the specific Item ID you want
to search for.

Receipt #

Enter the return receipt number you want to inspect.
Choose lookup option to find the specific Receipt Number
you want to search for.

Enterprise

Select the enterprise associated with the return receipt.

Pallet ID

Enter the pallet LPN associated with the container.

Product Class

Select the product class. Product class indicates the item's
inventory categorization.
Orders are placed for an item and product class. Typical
examples are Irregular, FD (Factory Defects).

Serial #

Enter the item's serial number you want to inspect, if
applicable.

Case ID

Enter the case LPN associated with the container.

Unit Of Measure

Select the unit of measure you want to inspect.

Inventory Status

Select the inventory status of the receipt you want to inspect.

Click Proceed. The Inspect Return Receipt Details screen is displayed and you can
view the return receipt's item details.

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Inspect Return Receipt Details
This screen provides visibility to return receipt item details and receipt lines that
are already inspected. You can also inspect receipts that are not inspected.
Table 126. Inspect Return Receipt Details, Return Receipt Item
Fields
Receipt #

The return receipt number associated with the item.

Shipment #

The shipment number associated with the return receipt.

Return #

The return order number.

Item ID

The item ID.

Product Class

The product class indicating the item's inventory
categorization.
Orders are placed for an item and product class. Typical
examples are Irregular, FD (Factory Defects).

Unit Of Measure

The item's unit of measure.

Receipt Status

The status of the receipt.

Receiving Node

The receiving node.

Receiving Dock

The dock location that received the receipt.

Location

The location.

Inventory Status

The inventory status of the receipt.

Location Quantity

The return receipt quantity currently available in the location.

Table 127. Inspect Return Receipt Details, Receipt Lines to be Inspected
Fields
Line

The receipt line number.

Serial #

The item's serial number.

Pallet ID

The pallet LPN associated with the container.

Case ID

The case LPN associated with the container.

Ship By Date

The date by which the inventory must be shipped.

Disposition

The disposition entered while accepting the return against the
quantity.

Remaining Qty

The quantity against the disposition.

Comments

Enter any additional comments, if necessary.

New Disposition

Select the new disposition receipt details.

Disposition Qty

Enter the disposition quantity for the receipt.

Disposition Comments

Enter any additional comments for the disposition.

Table 128. Inspect Return Receipt Details, Receipt Lines Already Inspected
Fields

142

Line

The receipt line number that has already been inspected.

Serial #

The receipt serial number that has already been inspected.

Ship By Date

The date by which the inventory must be shipped.

Quantity

The receipt quantity that has already been inspected.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 128. Inspect Return Receipt Details, Receipt Lines Already Inspected (continued)
Fields
Disposition Code

The disposition code associated with the receipt quantity.

Inspection Date

The inspection date when the receipt was inspected.

User

The user that inspected the receipt.

Comments

The inspection comments for the receipt, if available.

Chapter 13. Inspect Return Receipts Screens

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Chapter 14. Create Move Request Screens
Create Move Request
The Create Move Request console enables you to create ad-hoc move requests.
You can create a move request with the help of this screen. For more information
about Move Request Console screens, see Move Request Console Screens.
Table 129. Create Move Request, Move Request Header
Fields
Node

Select the node associated with move request.

Enterprise

Select the enterprise you are creating the request for.

Activity Group

Select the activity group for the move request you are
creating.
This is a mandatory field and corresponds to a group that
performs work at a station.

For Activity Code

Select the activity code associated with the activity group.

Move Request #

Enter the move request number you want to move.

Source Location

Enter the source location for the move request you want to
create. A source location is typically given when creating
move requests for putaway.
This field is mandatory if Target Location is not given.

Target Location

Enter the target location for the move request you want to
create. A target location is typically given, when creating
move requests for retrieval.
This field is mandatory if Source Location is not given.

Requested By

Enter the user who requested the move.

Receipt #

Enter the receipt number for the move request you want to
create, if applicable.
The receipt number is used to limit the move request to a
specific inbound shipment.

Segment Type

Select the segment type for the move request you want to
create, if applicable.
The segment type is used to limit the move request to specific
inventory.

Segment #

Enter the segment number for the move request you want to
create, if applicable.

Start No Earlier Than

Enter the start date and time of the tasks for the move
requests, if applicable.
The system defaults the values to the current date and time.

Finish No Later Than

Enter the date and time by which the task is expected to be
completed, if applicable.
The start and finish times provides resource planning
capabilities by determining the shift that performs the tasks.

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Table 129. Create Move Request, Move Request Header (continued)
Fields
Priority

Select the priority for the move request you are creating.
Valid values are Urgent, High, Normal, Low. This is used to
group and sequence tasks for users. A task with 'Urgent'
priority is assigned to the next available user. The default
value is 'Normal'.

Lookup iconRelease
Immediately

Select the check box if the move request is to be released
immediately.

Table 130. Create Work Order, Move Request References
Lookup icon/Fields
Shipment #

Enter the shipment number associated with the move request,
if applicable
Choose the Lookup icon to find the specific shipment number
you want to use.

Wave #

Enter the wave number associated with the move request you
want to search for, if applicable.
Choose the Lookup icon to find the specific wave number
you want to use.

Work Order #

Enter the work order associated with the move request you
want to search for, if applicable.
Choose the Lookup icon to find the specific work order
number you want to use.

Table 131. Create Move Request, Move Request Items
Fields
Item ID

Enter the item you want to move.
This is required if target location is specified and none of
Receipt #, Segment Type and Segment# is specified.
Click on the Add icon to add item details.

Product Class

Select the product class of the item you want to move.

UOM

Select the unit of measure of the item you want to move.

Inventory Status

Select the inventory status of the item you want to move.

Quantity

Enter the quantity of the item you want to move.
This is mandatory if item is specified.

Table 132. Create Move Request, Move Request Containers
Fields
Pallet ID

Enter the pallet LPN of the container you want to move.
Click on the Add icon to add container details.

Case ID

146

Enter the case LPN of the container you want to move.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Note: The move request criteria entered can be provided in part or complete. The
following examples provides a better understanding of such combinations.
v Example 1: To putaway inventory at a location, specify only the Source Location.
v Example 2: To retrieve inventory to a location, specify the Target Location along
with Item or Quantity, or a receipt number, segment type and number.
v Example 3: To putaway inventory at a container level, specify only the pallet
and/or case LPN.
Note: Problem: Not able to release Move Request created for a Pallet containing
Multi-SKU or Multi-level Containers with the ‘Putaway each SKU separately for
Multi-SKU' check box selected in ‘Putaway Preference For Multi-level Containers'.
Cause: The Putaway each SKU separately for Multi-SKU check box is selected.
Resolution: Define the Putaway Strategy Rule from the Source Zone to a blank
Target Zone. For more information about the Shipment Selector Details screen, see
the section Setting Up Activity Constraints for Multi-Level Container in the chapter
Configuring Quality Control in the Sterling Selling and Fulfillment Foundation:
Warehouse Management System Configuration Guide.

Chapter 14. Create Move Request Screens

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Chapter 15. Create Count Request Screens
The Create Count Request screen enables you to create count requests.

Create Count Request using the Create Count Request Screen
The Create Count Request screen enables you to create count requests.
Use the Create Count Request screen to create a count request. For more
information about Count Console, see Count Console Screens.
Table 133. Create Count Request, Primary Information Panel
Field
Node

Select the node associated with the count request.

Enterprise

Select the enterprise you are creating the count request for.

Across Enterprises

Choose this option if you are creating the count request
across enterprises.

Count Request #

Enter the count request number associated with the count
request you are creating, if applicable.
The system generates a unique request number, if a value is
not specified.

Request Type

Select the request type associated with the count request, if
applicable.
For more information about setting a request type, see the
Sterling Selling and Fulfillment Foundation: Warehouse
Management System Configuration Guide.

Table 134. Create Count Request, Count Request Criteria
Actions
Get Number Of Locations

This action takes you to the Number Of Locations screen
where you can view the total number of locations for count
within the specified range.

Fields
Zone

Enter the zone associated with the count request you want to
create, if applicable.
When all locations in a zone are to be counted, only zone is
entered.

Pallet ID

Enter the container’s pallet LPN associated with the count
request you are creating, if applicable.

Receipt #

Enter the specific receipt number associated with the count
request you want to create, if applicable.

Location

Enter the specific location identifier associated with the count
request you want to create, if applicable.

Case ID

Enter the container’s case LPN associated with the count
request you are creating, if applicable.
Either Case or Pallet LPN can be entered.

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Table 134. Create Count Request, Count Request Criteria (continued)
Product Class

Select the product class of the item associated with the count
request you are creating, if applicable.

From Location

Enter the start location, if you are counting a range of
locations.

To Location

Enter the end location, if you are counting a range of
locations.

Aisle Number

Enter the number of the aisle at the location.

Bay Number

Enter the number of the bay at the location.

Level Number

Enter the number of the level at the location.

By Item

Choose this option if you are creating the count request for
an item.

By Item Classification

Choose this option if you are creating the count request for
an item classification.

Item ID

Enter the item ID of the item associated with count request
you are creating, if applicable. This is applicable only when
count request is created for items.

Unit Of Measure

Select the unit of measure of the item associated with the
count request you are creating, if applicable. This is
applicable only when count request is created for items.

Item Classification

Enter the classification of the item associated with count
request you are creating, if applicable. This is applicable only
when count request is created for item classification.
Note: A maximum of three item classifications displays based
on the count classifications configurations.

Table 135. Create Count Request, Count Request Information
Fields
Priority

Select the priority for the count request you are creating, if
applicable.
Valid values are Urgent, High, Normal, Low. This is used to
group and sequence tasks for users. A task with 'Urgent'
priority is assigned to the next available user.
The default value is 'Normal'.

Requesting User ID

The current user id is automatically populated by the system.
Enter the requesting user ID associated with the count
request, if applicable.

Start No Earlier Than

The current system date is automatically populated.
Enter a different start date and time for the count request, if
applicable.

Finish No Later Than

Enter the end date and time for the count request, if
applicable.

Access Count Request Details Screen
Procedure
1. After entering the relevant information in the above fields, the count request is
created upon clicking the Create Count Request button.

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2. The Count Request Details screen displays.

Create Count Requests for Location Group
Use the Create Count Requests for Location Group to create a count request based
on location level. For more information about Count Console, see Count Console
Screens.
Table 136. Create Count Requests for Location Group, Count Request Criteria
Field

Description

Node

Select the node associated with the count request.

Enterprise

Select the enterprise you are creating the count request for.

Across Enterprises

Choose this option if you are creating the count request
across enterprises.

Request Type

From Location

Enter the start location, if you are counting a range of
locations.

To Location

Enter the end location, if you are counting a range of
locations.

Priority

Requesting User ID

The current user id is automatically populated by the system.
Enter the requesting user ID associated with the count
request, if applicable.

Start No Earlier Than

The current system date is automatically populated.
Enter a different start date and time for the count request, if
applicable.

Finish No Later Than

Enter the end date and time for the count request, if
applicable.

Zone

Enter the zone name.
When creating the count request, the Zone field's value can
be combined with the values of either the By Location option
or the By Aisle/Bay/Level option.
However, if a value is provided for only Zone, and values are
not specified for either the By Location radio button or the By
Aisle/Bay/Level radio button, the count request will be
created for all the locations under the specified zone.

Chapter 15. Create Count Request Screens

151

Table 136. Create Count Requests for Location Group, Count Request Criteria (continued)
Field

Description

By Location

Select this option to create the count request for all the
locations in the location range specified.
If you select this option, the From Location field and the To
Location field are enabled.
From Location - Enter the start location of the location range.
To Location - Enter the end location of the location range.

By Aisle/Bay/Level

Select this option to create the count request for all the
locations in an aisle, bay, or level, or a combination of these.
If you select this option, the Aisle Number, Bay Number, and
Level Number fields are enabled.
Aisle Number - Enter the aisle number. The count request
will be created for all the locations that have the specified
Aisle number.
Bay Number - Enter the bay number.The count request will
be created for all the locations that have the specified Bay
number.
Level Number - Enter the level number. The count request
will be created for all the locations that have the specified
Level number.

Access Location List Details
Procedure
1. After entering the relevant information in the above fields, the count request is
created upon clicking the Create Count Request button.
2. Click Get Number Of Locations In Range, the Location List Detail screen is
displayed.
Note: When you select Aisle/Bay/Level option to create the count request for
all the locations in an aisle, bay, or level and when you click Get Number Of
Locations In Range, it calculates the number of locations within a selected
Aisle/Bay/Level.
When a From Location and To Location range is specified, the Location List
Detail screen displays all the locations starting with the From Location ID, but
within the numerical range specified. If, for example, the From Location is L1
and the To Location is L2, all the locations starting with L1*(where * is any
numeric value) are displayed.

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Chapter 16. Count Console Screens
About the Count Console Screens
The Count Console provides:
v Comprehensive visibility into count request status and count results that are
recorded.
v Extensive search capabilities using granular level information.

Count Request Search By Count Request Attributes
You can search for count requests by count request attributes with the help of this
screen.
Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
Table 137. Count Request Search By Count Request Attributes
Fields
Node

Select the node associated with the count request.

Enterprise

Select the enterprise associated with the count request.

Across Enterprise

Choose this option if you are searching for the count requests
across enterprises.

Request Type

Select the request type associated with the count request you
want to search for, if applicable.

Count Request #

Enter the count request number you are searching for, if
applicable.

Requesting User ID

Enter the requesting user ID associated with the count
request, if applicable.

Priority

Select the priority associated with the count request you are
searching for, if applicable

Start No Earlier Than

Enter the start date and time range for the count request, if
applicable.

Finish No Later Than

Enter the date and time range by which the count request is
expected to be complete, if applicable.

Status

Select the status range of the count request you are searching
for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

The Count Request List screen displays as a result of this search.

Count Request Search By Count Criteria
You can search for count requests by count criteria with the help of this screen.

153

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
Table 138. Count Request Search By Count Criteria
Fields
Node

Select the node associated with the count request.

Enterprise

Select the enterprise associated with the count request.

Across Enterprises

Choose this option if you are searching for count requests
across enterprises.

Request Type

Select the request type associated with the count request you
want to search for, if applicable.

Count Request #

Enter the count request number you are searching for, if
applicable.

Count Program Name

Enter the count program name you are searching for, if
applicable.

Zone

Enter the zone associated with the count request you are
searching for, if applicable.

Location

Enter the location associated with the count request you want
to search for, if applicable.

From Location

Enter the start location associated with the count request you
want to search for, if applicable.

To Location

Enter the end location associated with the count request you
want to search for, if applicable.

Aisle Number

Enter the aisle number, if you are counting a range of
locations for the specified aisle number.

Bay Number

Enter the bay number, if you are counting a range of
locations for the specified bay number.

Level Number

Enter the level number, if you are counting a range of
locations for the specified level number.

Pallet ID

Enter the container’s pallet LPN associated with the count
request you are searching for.

Case ID

Enter the container’s case LPN associated with the count
request you are searching for.
Note: Either the Case ID or Pallet ID may be specified.

154

Receipt #

Enter the receipt number associated with the count request
you are searching for, if applicable.

Item ID

Enter the item’s item ID associated with the count you want
to search for, if applicable.

Product Class

Select the item’s product class associated with the count
request you are searching for if applicable.

Unit Of Measure

Select the item’s unit of measure associated with the count
request you are searching for, if applicable.

Physical Count Plan

Enter the particular physical count plan name you are
searching for, if applicable.

Status

Select the status range of the count request you are searching
for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

The Count Request List screen displays as a result of this search.

Count Request Search By Location Range
You can search for Count Requests for Location Range with the help of this screen.
Table 139. Count Request Search By Location Range
Field

Description

Node

Select the node associated with the count request.

Enterprise

Select the enterprise associated with the count request.

Across Enterprises

Choose this option if you are searching for count requests
across enterprises.

Request Type

Select the request type associated with the count request you
want to search for, if applicable.

From Location

Enter the start location, if you are counting a range of
locations.

To Location

Enter the end location, if you are counting a range of
locations.

Status

Select the status range of the count request you are searching
for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Count Request List
The Count Request List window displays the results of a count request search. You
can perform actions on a single count request or multiple count requests by
selecting the check boxes of the count requests you want to perform an action on
and choosing the applicable action from the action bar.
Table 140. Count Request List
Actions
View Details

This action takes you to the Count Request Details screen
where you can view count request details for the selected
count requests.

Cancel

This action takes you to the Cancellation Reason screen where
you can enter appropriate reasons for cancelling the select
count requests.

Fields
Count Request #

The count request number associated with the count request.
Click this link to view count request details.

Count Program Name

Enter the count program name you are searching for, if
applicable.

Location

The location identifier.

Enterprise

The enterprise associated with the count request.

Item ID

The Item ID associated with the count request.

Description

The item's description.

Priority

The count request priority.

Start No Earlier Than

The date and time after which the count task is suggested.

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155

Table 140. Count Request List (continued)
Requesting User

The user who placed the count request.

Status

The count request status.

Count Request Details
You can view count request details with the help of this screen.
Table 141. Count Request Details, Primary Information
Actions
Cancel

This action takes you to the Cancellation Reason screen where
you can enter appropriate reasons for cancelling the select
count requests.

Fields
Node

The node associated with the count request.

Enterprise

The enterprise associated with count request.

Count Request #

The count request number associated with the count request.

Count Program Name

Enter the count program name you are searching for, if
applicable.

Request Type

The request type associated with the count request.

Pipeline ID

The pipeline identifier that the count request goes through.

Status

The count request status.

Table 142. Count Request Details, Count Request Criteria
Fields
Zone

The zone associated with the count request.

Pallet ID

The container's Pallet LPN associated with the count request.

Receipt #

The receipt Number associated with the count request.

Location

The location Identifier associated with the count request.

Case ID

The container's Case LPN associated with the count request.

Product Class

The item's product class.
Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

Item ID

The Item ID associated with the count request.

Description

The item's description.

Unit Of Measure

The item's unit of measure.

Table 143. Count Request Details, Count Request Information
Fields

156

Priority

The count request priority.

Requesting User

The user for whom the count request is placed.

Start No Earlier Than

The date and time after which the count task is suggested.

Finish No Later Than

The date and time before which the count task is expected to
be complete.

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Table 144. Count Request Details, Count Result Summary
Actions
Accept Variance

This action takes you to the Acceptance Variance Reason
where you can enter appropriate reasons for accepting the
variance.

Fields
# of count results

The number of count results associated with the count
iteration.

# of variances

Number of variances associated with the count iteration.
This link is enabled only if the number of count variances is
less than the maximum records displayed. Click this link to
go to the Count Result List screen where you can view a list
of count results for which you want to accept variance.

Count Accuracy

The percentage of the count result accuracy.

Count Result List
You can view a list of count results with the help of this screen.
Table 145. Count Result List, Count Request Results
Actions
Accept Variance

This action takes you to the Acceptance Variance Reason
where you can enter appropriate reasons for accepting the
variance.

View Audit

This action enables you to view the audits for all the
inventory adjustments relating to this count request. For more
information, see the Location Inventory Audit Console
Screens.

Fields
Count Request #

The count request number associated with the count result.

Count Iteration

The number of times a count request has undergone
iterations.

# Of Locations In Variance

The number of locations in variance associated with the count
iteration.

# Of Items In Variance

The number of items in variance associated with the count
iteration.

Item ID

The item ID associated with the count iteration.

Net Variance Quantity

The net quantity in variance associated with the count
iteration.

Net Variance Value

The net value associated with the net quantity in variance.
This is computed as the VARIANCE_QUANTITY *
UNIT_COST where the variance quantity is for the Inventory
UOM.

Currency

The currency code associated with the net variance value.

Table 146. Count Result List, Item Details
Actions
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Table 146. Count Result List, Item Details (continued)
Create Count Request

This action takes you to the Create Count Request screen
where you can create count requests.

Fields
Details

Click on the Plus icon to alternatively hide and display the
count result details.

Organization

The organization associated with the count request.

Location

The location identifier.

Original Location

The location where the LPN or serial-tracked item was
present before the count is performed.

Parent Case ID

The case LPN that contains child LPNs, which were counted.

Pallet ID

The container's pallet LPN associated with the count request.

Case ID

The container's case LPN associated with the count request.

Item ID

The item ID associated with the count request.

Description

The item's description.

The item's product class.
Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Net Variance Quantity

The net quantity in variance associated with the count
iteration.

Net Variance Value

The net value associated with the net quantity in variance.
This is computed as the VARIANCE_QUANTITY *
UNIT_COST where the variance quantity is for the Inventory
UOM.

Currency

The currency code associated with the net variance value.

Inventory Status

The item's inventory status.
An inventory status indicates an inventory sub-classification.
Typical values are ONHAND or HELD.

Tag #

The item's tag number.
You can view the tag number, if the node being counted is
configured to capture the tag attributes in all operations
performed within the node. For more information about
capturing the tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.

Segment Type

The item's segment type.
A segment type indicates an inventory category. Typical
values are MTC - Made To Customer or MTO - Made to
Order.

Segment

The item's segment number.
A segment number indicates either the specific buyer or
specific order number that requires dedication.

158

Ship By Date

The date the item must be shipped by.

Serial #

The item's serial number.

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Table 146. Count Result List, Item Details (continued)
System Quantity

The system reported quantity for the count criteria.

Count Quantity

The quantity counted physically for the count criteria.

Variance Quantity

The difference of Count quantity and System quantity.

Variance Value

The value associated with the quantity in variance.
This is computed as VARIANCE_QUANTITY * UNIT_COST
where the variance quantity is for the Inventory UOM.

Currency

The currency code associated with the variance value.

Last Variance Quantity

The variance quantity prior to the present variance quantity.

Last But One Variance
Quantity

The variance quantity prior to the previous variance quantity.

Variance Type

The variance type can be:
v 'New' if new inventory (not on system) is counted at the
location.
v 'Missing' if inventory expected at the location by the
system is not counted.
v 'No Variance' if there is no discrepancy.

Variance Accepted

Indicates if the variances was accepted.

Note: The information contained in the Item Details panel in the Count Result
Details Screen cannot be sorted because it has a cascaded table structure, that is, a
table within another table.
Table 147. Count Result List, Container Details
Fields
Location

The location identifier associated with the count request.

Organization

The organization associated with the count request.

Parent Case ID

The case LPN that contains child LPNs, which were counted.

Pallet ID

The container's Pallet LPN associated with the count request.

Case ID

The container's Case LPN associated with the count request.

Variance Type

Acceptance Variance Reason
Use this screen to enter appropriate reasons for accepting the variance.
Table 148. Acceptance Variance Reason
Fields
Reason Code

Enter the reason code to associate with the variance being
accepted.

Reason Text

Enter text to associate with the variance being accepted.

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159

Click OK to accept variance at the selected location. The variance quantity is
deposited into a bin for verification, if the adjustment reason code is associated
with a virtual bin location during warehouse configuration. For more information
about variance acceptance, see the Sterling Selling and Fulfillment Foundation:
Warehouse Management System Configuration Guide.

Create Count Request using the Count Console Screen
You can create count requests with the help of this screen. For more information
about creating count requests, see Create Count Request Screens.
Table 149. Create Count Request, Count Request Information
Fields
Count Request #

Enter the count request number for the count request you are
creating.

Priority

Requesting User ID

The current user id is automatically populated by the system.
Enter the requesting user ID associated with the count
request, if applicable.

Start No Earlier Than

The current system date is automatically populated.
Enter a different start date and time for the count request, if
applicable.

Finish No Later Than

Enter the end date and time for the count request, if
applicable

Click OK. A new count request is initiated for the entered criteria.

Cancellation Reason for Count Console Screen
You can cancel a count request with the help of this screen.
Table 150. Cancellation Reason
Fields

160

Cancellation Reason Code

Select the reason code for cancellation of the count request.

Reason Text

Enter the reason for the count request cancellation.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Record Count Result Details
Use this screen to record count results to indicate the completion of a count task
operation.
Table 151. Record Count Result Details, Count Request Details
Fields
Task ID

The task's ID. Click this link to go to the Summary Task
Detail where you can view summary task details.

Task Type

The name of a task type.

Count Iteration

The number of iterations performed in executing the count
request.

Node

The node where count is performed.

Enterprise

The enterprise whose product is counted.

Count Request #

The count request number against which the count result is
recorded.

Zone

The zone where count is performed.

Location

The location that is counted.

User

The user performing the count.

Case ID

The case LPN.

Pallet ID

The pallet LPN.

Receipt #

The receipt number to which the inventory being counted
belongs.

User

The user associated with the count.

Item ID

The Item ID associated with the count.

UOM

The item's unit of measure.

Product Class

The item's product class.
Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

Item Classification

The classification of the item associated with count request
you are creating, if applicable. This is applicable only when
count request is created for item classification.
Note: A maximum of three item classifications displays based
on the count classifications configurations.

Status

The count request status.

Table 152. Record Count Result Details, Items
Fields
Click on the Add icon to add a new item details.
Tag/Serial

Click the Plus icon to enter the tag or serial details.
You can view the tag details, if the node being counted is
configured to capture the tag attributes in all operations
performed within the node. For more information about
capturing the tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.

Serial #

Enter the serial number of the item.
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161

Table 152. Record Count Result Details, Items (continued)
Fields
Count Quantity

Enter the count quantity for an item tag.

Enterprise

The enterprise associated with the item.

Parent Case ID

The case LPN that contains child LPNs, which were counted.

Pallet ID

The container's pallet LPN containing the item or case LPN.

Case ID

The container's case LPN containing the item.

Item ID

The item's ID.

Product Class: Indicates the item's inventory categorization.
Typical examples are IRREGULAR, FD (Factory Defects).

UOM

The unit of measure: The item's unit of measure.

Inventory Status

The item's inventory status.
An inventory status indicates an inventory sub-classification.
Typical values are ONHAND or HELD.

System Quantity

The system quantity for the count criteria.

Count Quantity

Enter the count quantity for the item.

Serial #
From_Serial_#

The start serial number of the serial range.

End_serial_#

The end serial number of the serial range.

Table 153. Record Count Result Details, Serial
Field

Description

Serial #

Enter the serial number of the item.

Count Quantity

Enter the count quantity for the item.

Click the Add icon to add a new serial number.
Click the Toggle icon to go to the serial range panel where you can enter the serial range
of the items.
From Serial #

Enter the start serial number.

To Serial #

Enter the end serial number.

Click the Add icon to add a new serial number.

162

Enterprise

The enterprise associated with the container.

Parent Case ID

The case LPN that contains child LPNs, which were counted.

Pallet ID

The pallet LPN associated with the container.

Case ID

The case LPN associated with the container.

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Table 154. Record Count Result Details, Containers (continued)
Fields
Variance Type

Click Save to record the count results.

Count Result Search By Variance
The count requests result in task creation, which can be completed through RF or
batch sheets. You can view the count request results in the Count Result Console.
The Count Result Search window provides extensive search capabilities using
granular level information such as variance value, variance quantity and provides
a list of count results having variances.
You can search for count results by variance with the help of this screen.
Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
Table 155. Count Result Search By Variance
Fields
Node

Select the node associated with the count result.

Enterprise

Select the enterprise whose count result you are searching for.

Across Enterprises

Select this option if you are searching across all enterprises.

Count Request #

Enter the count request number associated with the count
result you are searching for.

Item ID

Enter the item ID you want to search for, if applicable.

Product Class

Select the product class of the item you are searching for if
applicable.

Unit Of Measure

Select the unit of measure of the item you are searching for, if
applicable.

Variance Quantity

Enter the variance quantity of the count result you are
searching for, if applicable.
This limits the search to count results that comply with the
variance quantity. For example, show all count results for
variance quantity greater than 10 for the UOM specified.

Variance Value

Enter the variance value of the count result you are searching
for, if applicable.
This limits the search to count results that comply with the
variance value. For example, show all count results for
variance value greater than 100.

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163

Table 155. Count Result Search By Variance (continued)
Fields
Latest summary Task

Check this option to limit the results to the last summary task
for the criteria entered. Summary task represents the grouped
tasks by reference value. For example, by count request
number.

Variance Value

Choose either 'Negative', 'Positive' or 'Any' to limit results
based on the variance value.
'Negative' - limits result to all variances, which has reduced
inventory.
'Positive' - limits results to all variances, which has
incremented inventory.
'Any' - shows results for all variances

Max Records

Enter the maximum number of records to be listed as a result
of your search.

The Count Result Details screen displays as a result of this search.

Count Result Details
You can view the count result details with the help of this screen.
Table 156. Count Result Details, Item Details
Fields
Details

Click on the Plus icon, to alternatively view and hide the
count result details.

Count Request #

The count request number associated with the count result.

Count Iteration

The number of iterations performed in executing the count
request.

Organization

The organization associated with the count request.

Location

The location identifier.

Item ID

The Item ID.

Description

The item's description.

Product Class

The item's product class
Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Net Variance Quantity

The net quantity in variance associated with the count
iteration.

Net Variance Value

The net value associated with the net quantity in variance.
This is computed as the VARIANCE_QUANTITY *
UNIT_COST where the variance quantity is for the Inventory
UOM.

Currency

164

The currency code associated with the net variance value.

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Table 157. Count Result Details, Container Details
Fields
Count Request #

The count request number associated with the count result.

Count Iteration

The number of iterations performed in executing the count
request.

Location

The location identifier associated with the count request.

Organization

The organization associated with the count request.

Pallet ID

The container's Pallet LPN associated with the count request.

Case ID

The container's Case LPN associated with the count request.

Variance Type

Invoke Count Service using the Count Console Screens
You can create count requests with the help of this screen.
Table 158. Invoke Count Service, Invoke Service
Fields
Document Type

The count document type displays.

Node

The node for which additional count requests are created
displays.

Agent Criteria

Enter the agent criteria to invoke the create count request
service. Use the Lookup icon to choose the agent criteria from
the Agent Criteria List screen.

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Chapter 17. Create Physical Count Screens
About Create Physical Count Screens
Physical count in a warehouse is the process of counting all items in storage at
once to verify the accuracy of inventory records. All warehouse operations are shut
down until the operation is complete.
The Create Physical Count Plan screen enables you to create a physical count plan.
The activities of the following activity groups should be stopped before starting a
physical count:
v Putaway
v Replenishment
v Retrieval
v Outbound Picking
v Receipt
v Count
v
v
v
v
v

Value-Added Service
Packing
Outbound Inventory Container Build
Shipping Container Build
Shipping

v Inspection
After the physical count is completed, all the activities should be enabled again.

Create Physical Count Plan
The Create Physical Count Plan screen is used to create a plan for the physical
count.
Table 159. Create Physical Count Plan
Fields
Node

The node for which you want to create the physical count.

Enterprise

Select the enterprise for which you want create the physical
count.

Plan Name

Enter the plan name for which you want create the physical
count.

Plan Date

Enter the date and time on which to create the physical
count.

Duration

Select the duration of the physical count (you can select the
appropriate number of days from the drop- down list).

Click Create Plan, to go to the Plan for Physical Count Details screen. For more
information about the screen, see the section, "Physical Count Plan Details" in the
chapter, "Physical Count Console Screens".

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Chapter 18. Physical Count Console Screens
Physical Count Plan Search
The Physical Count Console provides the capability to view the physical count
plans.
The Physical Count Details screen displays all the categories that are available in
the YFS_PHY_CNT_CATEGORY table. The 12 categories that are provided out of
the box and available in the YFS_PHY_CNT_CATEGORY table have the same
name as that of activities.These categories can be stopped before starting a physical
count. You can group the activities, and provide each group with a logical name.
After the grouping, the YFS_PHY_ CNT_CATEGORY table will contain only a
single entry, which is the logical name you provided to the grouping you created,
instead of individual entries for each of the activities.
Let us consider an example. If you want to group PUTAWAY, RECEIPT, and
RETREIVAL into a logical group name, and you call this group
InWarehouseMovements, the YFS_PHY_CNT_CATEGORY table will have a single
entry, that is, InWarehouseMovements, instead of individual entries for PUTAWAY,
RECEIPT, and RETREIVAL.
However, the YFS_PHY_CNT_CAT_ACT_GRP table will contain three entries
corresponding to InWarehouseMovements against each of the three activities
grouped under it, for example, InWarehouseMovements is the category name and
PUTAWAY is the activity name, InWarehouseMovements is the category name and
RECEIPT is the activity name, and InWarehouseMovements is the category name
and RETREIVAL is the activity name.
In the Physical Count Details screen, when you hover the mouse over the logical
name, in this case, InWarehouseMovements, the list of activities under that group
is displayed.
To stop an activity that is available in the YFS_ACTIVITY table, the activity should
be present in the YFS_PHY_CNT_CAT_ACT_GRP table, and you should have a
corresponding relationship with the YFS_PHY_CNT_CAT_ACT_GRP table and
YFS_PHY_CNT_CATEGORY table. Henceforth, the name to which the activity has
been mapped in the YFS_PHY_CNT_CATEGORY table will be shown in the
Physical Count Plan Details screen.
You can search for a planned physical count, based on the enterprise, plan name,
status, and date range.
Table 160. Physical Count Plan Search
Fields
Enterprise

The enterprise for which you want to search.

Across Enterprise

Select this option if you are searching across all enterprises.

Plan Name

Enter the plan name you are searching.

169

Table 160. Physical Count Plan Search (continued)
Fields
Plan Date

Enter the start date and time associated with the plan name
you are searching.
To - Enter the end date and time associated with the plan
name you are searching.

Status

The status associated with the plan name you are searching.

Max Records

Enter the maximum number of records that you want listed
as search result.

The Physical Count Plan List screen displays the search results.

Physical Count Plan List
The Physical Count Plan List screen displays the search results, based on the plan
name search.
Table 161. Physical Count Plan List
Actions
View Details

This takes you to the Physical Count Plan Details screen,
where you can view the details of the physical count plan
and perform various actions on the physical count plan.

Start

This takes you to the beginning of the plan.

End

This changes the status of the physical count plan to
’Completed’. This can be used only when the physical count
status is ’In Progress’.

Cancel

This displays a Cancellation Reason screen for cancelling a
selected plan.

Delete

This action deletes the physical count plan.

Fields
Plan Name

The plan name of the physical count plan.

Start Date

The start date associated with the plan name.

Duration

The duration of the physical count plan.

Duration UOM

The Unit Of Measure for the duration of the physical count
plan.

Plan Status

The status of the plan.

Note: When the user clicks the 'Start' button, the system overrides the date and
time in the 'Start Date' field with the current date and time.

Physical Count Plan Details
You can view the physical count plan details with the help of this screen.
Table 162. Physical Count Plan Details
Fields

170

Node

The node for which the physical count was created.

Enterprise

The enterprise for which the physical count was created.

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Table 162. Physical Count Plan Details (continued)
Fields
Plan Name

The plan name for which the physical count was created.

Start

Enter the date and time for which the physical count was
created.

Duration

The duration for physical count.

Status

The status of the physical count plan.

Enter the duration before which the following activities need to be stopped
Putaway

Enter the appropriate duration to stop putting an item (pallet,
case, single) into storage.

Replenishment

Enter the appropriate duration to stop replenishing.

Retrieval

Enter the appropriate duration to stop retrieving.

Outbound Picking

Enter the appropriate duration to stop outbound picking.

Receipt

Enter the appropriate duration to stop receiving.

Count

Enter the appropriate duration to stop cycle count.

Value Added Services

Enter the appropriate duration to stop confirmation of value
added service.

Packing

Enter the appropriate duration to stop packing.

Outbound Inventory
Container Build

Enter the appropriate duration to stop the outbound
inventory container build.

Shipping Container Build

Enter the appropriate duration to stop the shipping container
build.

Shipping

Enter the appropriate duration to stop shipping.

Inspection

Enter the appropriate duration to stop inspection of received
items.

Note: At the time of configuration if you check the 'Allow other inventory
operations during Physical count' box at the node level, then in such scenario none
of the activities can be stopped before creating the physical count. In such case, if
you create the Physical Count the 'Inventory Operations are allowed during
Physical Count Planning cannot be done at activity group level' message displays
in the Physical Count Plan Details screen.
Note: If you want to remove the duration of an activity that you have entered in
the Physical Count Plan Details screen, in such scenario you need to enter the
duration as 0 days/hours.
Note: You can cancel a physical count plan, thereby canceling the tasks associated
with that physical count plan. However, when you cancel only the individual tasks
associated with a physical count plan, the individual tasks get canceled, but the
corresponding physical count plan does not get canceled.
Note: When the user clicks the 'Start' button, the system overrides the date and
time in the 'Start' field with the current date and time.

Chapter 18. Physical Count Console Screens

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Chapter 19. Move Request Console Screens
About Move Request Console Screens
The Move Request Console is used to manage all processes for a move request,
including the abilities to view and modify the move requests.
The Move Request Console provides:
v Comprehensive visibility of move request details in addition to move request
line details.
v Extensive search capabilities using granular level information.

Move Request Search By Item
You can search for move requests based on the item information such as product
class, unit of measure, item ID and so on.
Table 163. Move Request Search By Item
Fields
Node

Select the node associated with move request.

Enterprise

Select the enterprise you are searching for.

Across Enterprise

Choose this option if you are searching across enterprise.

Activity Group

Select the activity group you are searching for, if applicable.

For Activity Code

Select the activity code associated with the activity group you
are searching for, if applicable.

Move Request #

Enter the move request number you are searching for, if
applicable.

Item ID

Enter the item ID you want to search for, if applicable.

Priority

Select the move request priority you are searching for. Valid
values are Urgent, High, Normal, Low. This is used to group
and sequence tasks for users. A task with 'Urgent' priority is
assigned to the next available user. The default value is
'Normal'.

Segment Type

Enter the segment type you are searching for, if applicable.

Segment #

Enter the segment number you are searching for, if
applicable.

Receipt #

Enter the receipt number you want to search for, if applicable.

Move Request Status

Enter the move request status you are searching for, if
applicable.

Has Exceptions

Choose Has Exceptions, if you want to search for move
requests that have exceptions.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
The Move Request List screen displays as a result of move request search by item.
© Copyright IBM Corp. 1999, 2011

173

Move Request Search By Location
You can search for move requests based on the location in this screen.
Table 164. Move Request Search By Location
Fields
Node

Select the node associated with move request.

Enterprise

Select the enterprise you are searching for.

Across Enterprise

Choose this option if you are searching across enterprise.

Activity Group

Select the activity group you are searching for, if applicable.

For Activity Code

Select the activity code associated with the activity group you
are searching for, if applicable.

Source Location

Enter the source location associated with the move request
you are searching for, if applicable.

Target Location

Enter the target location associated with the move request
you are searching for, if applicable.

Pallet ID

Enter the pallet LPN associated with the container, you are
searching for.

Case ID

Enter the case LPN associated with the container you are
searching for.

Move Request Status

Enter the move request status you are searching for, if
applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Move Request Search By Date
You can search for move requests based on the dates in this screen.
Table 165. Move Request Search By Date
Fields
Node

Select the node associated with move request.

Enterprise

Select the enterprise you are searching for.

Across Enterprise

Choose this option if you are searching across enterprise.

Activity Group

Select the activity group you are searching for, if applicable.

For Activity Code

Select the activity code associated with the activity group you
are searching for, if applicable.

Requesting User ID

The current user id is automatically populated by the system.
Choose the field and Lookup icon to find the specific
Requesting User ID associated with the move request you
want to use.

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Table 165. Move Request Search By Date (continued)
Fields
Start No Earlier Than

The current system date and time is automatically populated.
Enter different start date and time for the move request, if
applicable.

Finish No Later Than

The current system date and time is automatically populated.
Enter the different finish date and time for the move request
you are searching for, if applicable.

Priority

Select the priority associated with the request you are
searching for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Move Request Search By References
You can search for move requests based on the references in this screen.
Table 166. Move Request Search By References
Fields
Node

Select the node associated with move request.

Enterprise

Select the enterprise you are searching for.

Across Enterprise

Choose this option if you are searching across enterprise.

Activity Group

Select the activity group you are searching for, if applicable.

For Activity Code

Select the activity code associated with the activity group you
are searching for, if applicable.

Requesting User ID

Choose the field and Lookup icon to find specific Requesting
User ID associated with the move request you want to use.

Wave #

Enter the wave number associated with the move request you
want to search for, if applicable.

Shipment #

Enter the shipment number associated with the move request
you want to search for, if applicable.

Work Order #

Enter the work order number associated with the move
request you want to search for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Chapter 19. Move Request Console Screens

175

Move Request Search By Tag Attributes
You can search for move request based on tag attributes in this screen.
Table 167. Move Request Search By Tag Attributes
Fields
Node

Select the node associated with move request.

Enterprise

Select the enterprise you are searching for.

Across Enterprise

Choose this option if you are searching across enterprise.

Activity Group

Select the activity group you are searching for, if applicable.

For Activity Code

Select the activity code associated with the activity group you
are searching for, if applicable.

Item ID

Enter the item ID you want to search for, if applicable.

Product Class

Select the product class of the item you are searching for if
applicable.

Unit Of Measure

Select the unit of measure of the item you are searching for, if
applicable.

Tag #

Enter tag number corresponding to item.

Serial #

Enter the serial number you are searching for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Move Request List
The Move Request List window displays the results of a move request console
search. You can perform actions on a single move request or multiple move
requests by selecting the check boxes of the move requests you want to perform an
action on and choosing the applicable action from the action bar.
Table 168. Move Request List
Actions
View All Lines

This action takes you to the Move Request Details screen
where you can view move request details for all lines.

Release

This action lets to release a move request. On releasing a
move request, tasks get created.

View T asks

This action takes you to the Task List screen where you view
a list of tasks associated with the move request.

Cancel

This action takes you to the Cancellation Reason screen where
you can enter appropriate reasons for cancelling the move
request.

View Lines With Exceptions This action takes you to the Move Request Details screen
where you can view move request details for lines with
exceptions.
Fields

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Table 168. Move Request List (continued)
Move Request #

Move request number associated with the move request.
Click this link to go to the Move Request Details screen to
view lines having exceptions for the selected move request.

Activity Group

The requesting department. Valid values include RECEIPT,
SHIPPING, VAS, PACKING and QC.

For Activity Code

The activity code associated with the activity group.

Priority

The priority of the move request.

Requesting User ID

The user who requested the move.

Has Exceptions

Indicates if exceptions are found while releasing a move
request.
You can view exceptions associated with a move request in
the Alert Detail window. For more information, see the
Sterling Selling and Fulfillment Foundation: Application Platform
User Guide.

Start No Earlier Than

Enter the earliest date and time a task should be started.

Status

The current status of the move request.

Move Request Details
You can view move request details in this screen.
Table 169. Move Request Details, Move Request
View Icons

Description

Alert

Alerts - This icon takes you to the Move Request Alerts
screen where you can view alerts for the move request.

Audit

Status Audits - This icon takes you to the Status Audit
Details where you can view a list of status audits for the
move request.

Actions
Release

This action lets to release a move request. On releasing a
move request, tasks get created.

View Tasks

This action takes you to the Task List screen where you view
a list of tasks associated with the move request.

Cancel

This action takes you to the Cancellation Reason screen where
you can enter appropriate reasons for cancelling the move
request.

Fields
Activity Group

The requesting department. Valid values include RECEIPT,
VAS, PACKING and QC.

For Activity Code

The activity code associated with the activity group.

Node

Node associated with the move request.

Move Request #

Move request number associated with the move request.

Requested By

The user who requested the move

Status

Indicates status of the move request.

Chapter 19. Move Request Console Screens

177

Table 169. Move Request Details, Move Request (continued)
Has Exceptions

Priority

The priority of the move request.

Table 170. Move Request Details, Task References
Fields
Shipment #

Shipment number associated with the request.

Wave #

Wave number to which a request belongs

Work Order #

Work order number associated with the request.

Start No Earlier Than

Enter the earliest date and time a task should be started.

Finish No Later Than

Enter the latest date and time a task should be completed.

Table 171. Move Request Details, Move Request Items
Actions

178

View Details

This action takes you to the Move Request Line Details screen
where you can view move request line details.

View Tasks

This action takes you to the Task List screen where you view
a list of tasks associated with the move request.

Cancel

This action takes you to the Cancellation Reason screen where
you can enter appropriate reasons for cancelling the move
request.

Source Location

Location where the task starts.

Target Location

Location where the task ends.

Enterprise

Enterprise associated with the request.

Pallet ID

Pallet LPN associated with the container.

Case ID

Case LPN associated with the container.

Item Id

The Item ID

Product Class

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Inventory Status

Refers to an inventory sub classification based on the results
of the inventory control processes within the warehouse.

Requested Quantity

Quantity in the Item's unit of measure that is required to be
moved.

Released Quantity

Quantity in the Item's unit of measure for which tasks have
been created.

Released

Indicates whether a line is fully tasked.

Is Cancelled

Indicates whether the request has been cancelled.

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Table 171. Move Request Details, Move Request Items (continued)
Tag #

The tag number associated with a tag-controlled item.
Note: The tag number displays only when the node
performing the move request is configured to capture the tag
attributes in all operations within the node. For more
information about capturing the tag attributes, see the Sterling
Selling and Fulfillment Foundation: Application Platform
Configuration Guide.

Table 172. Move Request Details, Move Request Containers
Actions
View Details

This action takes you to the Move Request Line Details screen
where you can view move request line details.

View Tasks

This action takes you to the Task List screen where you view
a list of tasks associated with the move request.

Cancel

This action takes you to the Cancellation Reason screen where
you can enter appropriate reasons for cancelling the move
request.

Fields
Source Location

Location where the task starts.

Target Location

Location where the task ends.

Enterprise

Enterprise associated with the request.

Pallet ID

Pallet LPN associated with the container.

Case ID

Case LPN associated with the container.

Receipt #

The receipt number associated with the request.

Released

Indicates whether a line is fully tasked.

Is Cancelled

Indicates whether the request is cancelled.

Move Request Alerts
You can view alters for the move request in this screen.
Table 173. Move Request Alerts, Move Request
Fields
Activity Group

The requesting department. Valid values include RECEIPT,
VAS, PACKING and QC.

Node

Node associated with the move request.

Move Request #

Move request number associated with the move request.

Priority

Priority of the move request.

Requested By

User who requested the move

Status

Indicates status of the move request.

Has Exceptions

Indicates if exceptions were found while releasing a move
request.
You can view exceptions associated with a move request in
the Alert Detail window. For more information, see the
Sterling Selling and Fulfillment Foundation: Application Platform
User Guide.

Chapter 19. Move Request Console Screens

179

Table 174. Move Request Alerts, Alerts
Actions
View Details

This action provides visibility to alert details. For more
information, see the Sterling Selling and Fulfillment Foundation:
Application Platform User Guide.

Fields
Alert ID

The alert identifier associated with the alert.

Type

Indicates the alert type.

Description

A brief description of the alert.

Queue

The queue associated with the alert.

Priority

Indicates the priority of the alert.

Status

The alert status.

Owner

The user who raised the alert.

Raised On

The date and time the alert was raised.

Status Audit Details
You can view a list of status audit for the move request in this screen.
Table 175. Status Audit Details, Move Request
Fields
Activity Group

The requesting department. Valid values include RECEIPT,
VAS, PACKING and QC.

For Activity Code

The activity code associated with the activity group.

Node

Node associated with the move request.

Move Request #

Move request number associated with the move request.

Requested By

User who requested the move.

Status

Indicates status of the move request.

Has Exceptions

Priority

Priority of the move request.

Table 176. Status Audit Details, Status Audit List
Fields

180

Old Status

Old status of the move request.

Old Status Date

Previous date on which status of the move request was
changed.

New Status

New status of the move request.

New Status Date

Date on which move request was changed to new status.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Cancellation Reason for Cancelling a Move Request
You can enter appropriate reason for cancelling a move request in this screen.
Table 177. Cancellation Reason
Fields
Reason Code

Select the applicable reason for the cancellation.

Reason Text

Enter any additional comments for the cancellation.

Move Request Line Details
You can view move request line details for items or containers in this screen.
Table 178. Move Request Line Details, Move Request Line Header
View Icon

Description

Activity Demand

This action takes you to the Move Request Line Activity
Demand where you can view a list of activity demands for
the move request line.

Fields
Move Request #

Move request number associated with the move request.

Target Location

Location where the task ends.

Source Location

Location where the task starts.

Enterprise

Enterprise associated with the request.

Requested Quantity

Quantity in the Item's unit of measure that is required to be
moved.

Is Cancelled

Indicates whether the request is cancelled.

Released Quantity

Quantity in the Item's unit of measure for which tasks have
been created.

Released

Indicates whether a line is fully tasked.

Has Exceptions

Table 179. Move Request Line Details, Move Request Line Details
Fields
Item Id

The Item ID

Product Class

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Pallet ID

Pallet LPN associated with the container.

Case ID

Case LPN associated with the container.

Ship By Date

The date by which the item must be shipped so that it is
usable.

Chapter 19. Move Request Console Screens

181

Table 179. Move Request Line Details, Move Request Line Details (continued)
Fields
Inventory Status

Refers to an inventory sub classification based on the results
of the inventory control processes within the warehouse.

Segment Type

A segment type indicates an inventory category. Typical
values are MTC – Made to Customer, and MTO - Made to
Order.

Segment

A segment holds either the specific buyer or specific order
number.

Country/Region Of Origin

The manufacturing country or region code.

Receipt #

The receipt number associated with the request.

Serial #

The serial number associated with the request.

Target Location

The location where the task ends.

Move Request Line Activi ty Demand
You can view a list of activity demand for the move request line in this screen.
Table 180. Move Request Line Activity Demand, Move Request Line Header
Fields
Move Request #

Move request number associated with the move request.

Target Location

Location where the task ends.

Source Location

Location where the task starts.

Enterprise

Enterprise associated with the request.

Requested Quantity

Quantity in the Item's unit of measure that is required to be
moved.

Is Cancelled

Indicates whether the request is cancelled.

Released Quantity

Quantity in the Item's unit of measure for which tasks have
been created.

Released

Indicates whether a line is fully tasked.

Has Exceptions

Table 181. Move Request Line Activity Demand, Activity Demand List
Actions
Delete

This action allows you to delete the selected activity
demands.

Fields

182

Location ID

The item location in the node. Click this link to go to the
Activity Demand screen where you can view the activity
demand details for the selected location.

Activity Code

The activity to be performed on items belonging to the work
order.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 181. Move Request Line Activity Demand, Activity Demand List (continued)
Pallet Id

The pallet LPN that belong to the work order.

Case Id

The case LPN that belong to the work order.

Item ID

The items that belong to the work order.

Demand Quantity

The current demand for the item.

Satisfied Quantity

The extent to which the demand is satisfied.

Demand Satisfied

Indicates whether the demand is satisfied or not.

Activity Demand for a Selected Location
You can view the activity demand details for the selected location in this screen.
Table 182. Activity Demand, Activity Demand
Fields
From Activity Group

The requesting department. Valid values include RECEIPT,
SHIPPING, VAS, PACKING and QC.

From Activity Code

The activity code associated with the activity group.

Node

The node associated with the activity demand.

Enterprise

The Enterprise associated with the activity demand.

Priority

The priority of the demand.

Is Infinite Demand

Indicates if the demand is infinite.

Demand Quantity

The current demand for the item.

Satisfied Quantity

The extent to which the demand is satisfied.

Demand Satisfied

Indicates whether the demand is satisfied or not.

Table 183. Activity Demand, Activity Demand Details
Fields
Demand Location Id

The location where demand exists.
Choose the Lookup icon to find the specific location you
want to use.

Pallet Id

The pallet LPN associated with the container.

Case Id

The case LPN associated with the container.

Item ID

The items associated with the activity demand.

Product Class

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

Unit Of Measure

The item's unit of measure.

Inventory Status

Refers to an inventory sub classification based on the results
of the inventory control processes within the warehouse.

Segment Type

The segment type associated with the activity demand.

Segment

The segment number associated with the activity demand.

Chapter 19. Move Request Console Screens

183

Table 184. Activity Demand, Activity Demand References
Fields

184

From Shipment No

Indicates inventory associated with the shipment.

For Shipment No

The shipment number associated with the shipment line.

For Shipment Line No

The shipment line number for which the demand exists.

From Work Order #

The work order number associated with the activity demand.

For Work Order #

The work order number for which the demand was placed.

Move Request #

The move request number associated with the activity
demand.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 20. Location Inventory Console Screens
About Location Inventory Console Screens
The operations in a warehouse are broken into different processes such as
receiving, picking, packing, VAS, returns. It is critical to capture and track
inventory at granular levels for these processes. Visibility is required at the
granular level to provide comprehensive management of inventory in a warehouse.
Location Inventory Console provides:
v Comprehensive visibility to inventory at an enterprise and node level.
v Extensive search capabilities using granular level information such as serial
number, lot number at a warehouse location.
v Ability to alter inventory at a location level.
v Ability to modify granular inventory attributes at a location.
v Visibility to audits of inventory changes at a location level.

Location Inventory Search By Item
You can search for location inventory for a particular item with the help of this
screen.
Table 185. Location Inventory Search By Item
Fields
Node

Select the node associated with the Item you want to search
for.

Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Item ID

Enter the item ID of the item you want to search for, if
applicable.

Product Class

Select the product class of the item you are searching for if
applicable.

Unit Of Measure

Select the item’s unit of measure you are searching for, if
applicable.

Inventory Status

Select the inventory status of the item you are searching for, if
applicable.

Zone

Enter the zone you want to search for, if applicable.

Location

Enter the location ID you want to search for, if applicable.

Locations Frozen

Select the appropriate check boxes to search for locations that
are frozen for pick, and/or due to count variance, if
applicable.

Show Inventory From
Consumable Organizations

Select to include a consumable organization’s inventory as
part of the search.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

185

Note: When Inventory Organizations, say E1, V1 and V2 have items with the same
GTIN but different Item ID in different catalogs, then the following needs to be
selected as a search criteria to search for an inventory by item:
v
v
v
v

Consuming inventory organization (E1) should be specified as an Enterprise
Item Id
UOM
Select Show Inventory From Consumable Organizations.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
Note: If you want to view the entire inventory of an item across enterprises with
the same GTIN for different catalogs, select the Show Inventory From Consumable
Organizations box, enter the UOM, Enterprise associated with the item, and the
Item ID.
The Location Inventory screen displays as a result of location inventory search by
item.

Location Inventory Search By Container
You can search for location inventory for a particular container with the help of
this screen.
Table 186. Location Inventory Search By Container
Fields
Node

Select the node associated with the Item you want to search
for.

Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Pallet ID

Enter the pallet LPN associated with the container.

Case ID

Enter the case LPN associated with the container.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
The Location Inventory screen displays as a result of location inventory search by
container.

Location Inventory Search By Additional Attributes
You can search for location inventory by additional attributes with the help of this
screen.
Table 187. Location Inventory Search By Additional Attributes
Fields

186

Field

Description

Node

Select the node associated with the Item you want to search
for.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 187. Location Inventory Search By Additional Attributes (continued)
Fields
Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Item ID

Enter the item ID of the item you want to search for, if
applicable.

Serial #

Enter the serial number associated with the item you are
searching for, if applicable.

Country/Region Of Origin

Enter the manufacturing country or region code, if applicable.

Ship By Date

Enter the date by which the item must be shipped, if
applicable.

Receipt #

Enter the receipt number, if applicable.

Inventory Age (days)

Enter the number of days that inventory has been in the
node, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Location Inventory Search By Segment
You can search for location inventory that fall within a particular segment with the
help of this screen.
Table 188. Location Inventory Search By Segment
Fields
Field

Description

Node

Select the node associated with the Item you want to search
for.

Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Item ID

Enter the item ID of the item you want to search for, if
applicable.

Segment Type

Select the segment type of the item you are searching for, if
applicable.

Segment #

Enter the segment number of the item you are searching for,
if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.

Chapter 20. Location Inventory Console Screens

187

The Location Inventory screen displays as a result of location inventory search by
segment.

Location Inventory Search By Tag Attributes
You can search for location inventory by tag attributes with the help of this screen.
Table 189. Location Inventory Search By Tag Attributes
Fields
Field

Description

Node

Select the node associated with the Item you want to search
for.

Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Item ID

Enter the item ID of the item you want to search for, if
applicable.

Product Class

Select the product class of the item you are searching for if
applicable.

Unit Of Measure

Select the item’s unit of measure you are searching for, if
applicable.

Tag #

Select the tag number associated with the tag-controlled item.
The tag number displays only when the node that is tracking
inventory is configured to capture the tag attributes in all
operations performed within the node. For more information
about capturing the tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Location Inventory List
The Location Inventory list window displays the results of a location inventory
search. You can perform actions at a single location or multiple locations by
selecting the check boxes of the locations you want to perform an action on and
choosing the applicable action from the action bar.
Table 190. Location Inventory, Items
Actions

188

View Details

This action takes you to the Location Inventory Details screen
where you can view location inventory details for the selected
items.

Change Inventory
Attributes

This action takes you to the Change Location Inventory
Attributes (Criteria) screen where you can modify inventory
attributes for an item.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 190. Location Inventory, Items (continued)
Node Level Inventory

This action takes you to the Node Level Inventory screen
where you can view item's inventory at a node level.

Create Count Request

This action takes you to the Create Count Request screen
where you can create count requests for the selected items.

Create Move Request

This action takes you to the Create Move Request screen
where you can create a move request for the selected
containers.
Note: If you have multiple inventories at a location, you
cannot create a move request. Instead, go to the Location
Inventory Details screen to create a move request.

Fields
Location

The location associated with the item. Click this link to go to
the Location Details screen where you can view location
details.

Enterprise

The enterprise associated with the item.

Item ID

The item ID.

Product Class: Indicates the item's inventory categorization.
Orders are placed for an item and product class. Typical
examples are IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Description

A brief description of the item.

Status

Inventory Status: Refers to an inventory sub classification
based on the results of the inventory control processes within
the warehouse.

Quantity

The item quantity that exists in the location.

Table 191. Location Inventory, Containers
A case or pallet with LPNs that are directly associated with the criteria displays. Given
an LPN as a criteria, the next level of LPNs associated with the criteria LPN displays.
Actions
View Details

This action takes you to the Container Details screen where
you can view container details.

Create Count Request

This action takes you to the Create Count Request screen
where you can create a count request for the selected
containers.

Create Move Requests

This action takes you to the Create Move Request screen
where you can create a move request for the selected
containers.

Break LPN

This action takes you to the Break License Plate Number
screen where you can break an LPN to remove contents from
the LPN.

Fields
Location

The location associated with the container. Click this link to
go to the Location Details screen where you can view location
details.

Enterprise

The enterprise associated with the container.

Pallet ID

Pallet LPN associated with the container.

Case ID

Case LPN associated with the container.

Chapter 20. Location Inventory Console Screens

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Table 191. Location Inventory, Containers (continued)
Receipt #

The number used to identify all stock attached to a receipt.

Is Outbound Container

Displays 'Y' if the container is an outbound container.

Location Inventory Details Screen
This screen provides visibility to item inventory details at a location.
Table 192. Location Inventory Details, Location Inventory
View Icons

Description

Audit

Audit - This icon provides visibility to location inventory
audits at a node. For more information, see the Location
Inventory Audit List.

Serial

Serials - This icon takes you to the Location Inventory Serial
Details screen where you can view location inventory serial
details at a node.

Fields
Node

The node associated with the item.

Location

The location associated with the item. Click this link to go to
the Location Details screen where you can view location
details.

Enterprise

The enterprise associated with the item.

Item ID

The item ID. Click this link to go to the Item Details screen
where you can view item details.

Item Description

Description of the item.

Product Class

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

Unit Of Measure

The item's unit of measure.

On Hand Quantity

Number of units of the item this location.

Pend In Quantity

Number of units of the item having open tasks to move into
the location.

Pend Out Quantity

Number of units of this item having open tasks to move out
of the location.

Net Quantity

Total number of units of the item available, calculated as
OnHand Qty + PendIn Qty - PendOut Qty.

Table 193. Location Inventory Details, Location Inventory Details
Actions

190

Adjust Location Inventory

This action allows you to adjust inventory at a location. For
more information, see the Adjust Location Inventory Details
screen.

Transfer Inventory
Ownership

The actions takes you to the Transfer Inventory Ownership
screen.

Change Inventory
Attributes

This action takes you to the Change Location Inventory
Attributes (Criteria) screen where you can modify inventory
attributes for an item.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 193. Location Inventory Details, Location Inventory Details (continued)
Create Move Requests

This action takes you to the Create Move Request screen
where you can create a move request for the selected
containers.

Fields
Status

Inventory Status: Refers to an inventory sub classification
based on the results of the inventory control processes within
the warehouse.

Pallet ID

Pallet LPN associated with the criteria.

Case ID

Case LPN associated with the criteria.

Quantity

Number of units of the item on-hand at the location

Pend Out Quantity

Number of units of this item waiting to move out of the
location.

Pend In Quantity

Number of units of this item waiting to move into the
location.

Segment Type

Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Segment #

Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

COO

Country or Region of Origin: Manufacturing country or
region code

Ship By Date

Date by which the item must be shipped so that it is usable.

FIFO #

FIFO number is a date based inventory attribute that helps
understand the order in which stock arrived at the node. This
is used to send out items that arrived first than the ones that
arrived later.

Receipt #

The number used to identify all inventory attached to a
receipt.

Tag #

The tag number associated with the serial number.
The tag number displays only when the node that is tracking
inventory is configured to capture the tag attributes in all
operations performed within the node. For more information
about capturing the tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Go to the Location Inventory Tag Details screen where you
can location inventory tag details.

Location Inventory Serial Details
You can view location inventory serial details for the selected item with the help of
this screen.
Table 194. Item Serial Details, Item
Fields
Node

The node associated with the item.

Location

Location Identifier.

Enterprise

The enterprise associated with the item.
Chapter 20. Location Inventory Console Screens

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Table 194. Item Serial Details, Item (continued)
Fields
Item ID

The item ID.

Product Class

Product Class: Indicates the item's inventory categorization.
Orders are placed for an item and product class. Typical
examples are IRREGULAR, FD (Factory Defects).

Unit Of Measure

The item's unit of measure

Item Description

Description of the item

On Hand Quantity

Number of units of the item on-hand at this location.

Pend In Quantity

Number of units of the item having open tasks to move into
the location.

Pend Out Quantity

Number of units of this item having open tasks to move out
of the location.

Net Quantity

Total number of units of the item available, calculated as On
Hand Quantity + Pend In Quantity - Pend Out Quantity.

Table 195. Location Inventory Serial Details, Serial List
Actions
Create Move Requests

This action takes you to the Create Move Request screen
where you can create a move request for the selected
containers.

Fields
Serial #

Serial number of the item.

Secondary Serial # 1

Component serial numbers of the item.

Secondary Serial # 2

Component serial numbers of the item.

Secondary Serial # 3

Component serial numbers of the item.

Location Details
You can view location details at a node with the help of this screen.
Table 196. Location Details, Location Information
Actions
Dedications

This action takes you to the Location SKU Dedications screen
where you can view location SKU dedications at node.

Fields
Location

Location Identifier.

Location Type

Type of location in the warehouse. Valid values are
INTRANSIT (Mobile locations), STAGING (drop-off, sorting),
VIRTUAL, REGULAR and DOCK.

Zone

Zone to which the location belongs.

Velocity Code

Velocity code associated to the location.
The velocity code associates the location to a SKUs
throughput. Typically, fast moving items are stored in the
lower level locations, or locations reachable by hand, in the
bulk zone.

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Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 196. Location Details, Location Information (continued)
Freeze Move In

Displays 'Y' if the location is frozen for putaway, else displays
'N'.

Freeze Move Out

Displays ’Y’ if the location is frozen for pick, else displays 'N'.

Storage Code

Storage code associated with the location.
Location storage code allows the warehouse to store items
that match the storage profile of a location. For example,
hazardous inflammable items need locations close to fire
extinguishers.

In Staging Location

Displays the staging location for inventory being putaway to
the location.

Out Staging Location

Displays the staging location for inventory being retrieved
from the location

Dedicated Location

Displays 'Y', if location is dedicated to a SKU. Displays 'N', if
location is not dedicated to any SKU.

Table 197. Location Details, Location Size Information
Fields
Location Size Code

Defines the capacity of a location.

Infinite Capacity

Display a checked box, if the size code is marked as
INFINITE

Maximum Weight

The maximum weight that a location can hold in the UOM.
The weight UOM is populated automatically from the node's
locale.

Length

The length measurement of the location in the UOM.
The length UOM is populated automatically from the node’s
locale.

Width

The width measurement of the location in the UOM.
The width UOM is populated automatically from the node’s
locale.

Height

The height measure of the location in the UOM.
The height UOM is populated automatically from the node’s
locale.

Table 198. Location Details, Location Transactional Attributes
Fields
Freeze On Variance

Indicates if the location is frozen due to count variance.

Fill Code

Fill code indicates if the location is Empty, Partially Full or
Full. These values are automatically updated during
inventory updates at the location.

Available Volume

Available volume indicates unoccupied physical volume of
the location.

Available Weight

Available weight indicates the additional physical weight the
location can hold.

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193

Location SKU Dedications
You can view location SKU Dedications at a node with the help of this screen.
Table 199. Location SKU Dedications, Locations
Fields
Location

Location Identifier.

Location Type

Type of location in the warehouse. Valid values are
INTRANSIT (Mobile locations), STAGING (drop-off, sorting),
VIRTUAL, REGULAR and DOCK.

Zone

Zone to which the location belongs

Velocity Code

Freeze Move In

Displays 'Y' if the location is frozen for putaway, else displays
'N'.

Freeze Move Out

Displays ’Y’ if the location is frozen for pick, else displays 'N'.

Storage Code

In Staging Location

Displays the staging location for inventory being putaway to
the location.

Out Staging Location

Displays the staging location for inventory being retrieved
from the location

Dedicated Location

If 'Y' if the location is dedicated to a SKU. If 'N', if the
location is not dedicated to a SKU.

Table 200. Location SKU Dedications, SKU Dedications
Fields
Enterprise

The enterprise associated with the item.

Item ID

The item ID.

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

UOM

The item’s unit of measure

Status

The current inventory status.
Refers to an inventory sub classification based on the results
of the inventory control processes within the warehouse.

194

Segment Type

Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Segment #

Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 200. Location SKU Dedications, SKU Dedications (continued)
Fields
Minimum Quantity

The minimum SKU quantity that should be maintained in the
location.
The inventory monitor uses this value to trigger
replenishments from the bulk area.

Maximum Quantity

Enter the maximum SKU quantity that the location can hold.
The inventory monitor uses this value to estimate the
quantity to be replenished from the bulk area. The quantity
replenished is the difference between the maximum quantity
and the minimum quantity, considering the demand at the
location and inventory UOM for the SKU.

Item Details
You can view location inventory item details at a node with the help of this screen.
Table 201. Item Details, Item Attributes
Fields
Item ID

The item ID.

Organization

The organization code associated with the Item.

Unit Of Measure

The item's unit of measure.

Unit Cost

The cost of one unit of the item.

GTIN

The item's Global Trade Item Number.

Is Hazardous Item

Displays 'Y' if the item is a hazardous item, or 'N' if it is not a
hazardous item.

Item Description

A brief description of the item.

Table 202. Item Details, Inventory Tracking Attributes
Fields
Serial Tracked

Displays 'Y' if the item is serial-tracked, else displays 'N'.

Tag Tracked

Displays 'Y' if the item is tagged, else displays 'N'.

Time Sensitive

Displays 'Y' if the item is time sensitive, else displays 'N'.

Table 203. Item Details, Standard Quantities
Fields
Alternate UOM

The item's alternate unit of measure.

Units

Units of the item for the alternate UOM.

Table 204. Item Details, Hazmat Information
Fields
Proper Shipping Name

The proper shipping name or description of the hazardous
item.

Hazard Class

The item's hazard class.

Chapter 20. Location Inventory Console Screens

195

Table 204. Item Details, Hazmat Information (continued)
Fields
UN Number

The four-digit number that identifies the hazardous items
(such as explosives and poisonous materials) of commercial
importance. This is widely used in international commerce.
For example, the contents packaged in the shipping
containers.

Packing Group

Indicates the degree of danger of a hazardous item within its
hazard class or division, and the type of packaging required
for the item. The valid values are: Packing Group I - high
danger, Packing Group II - medium danger, Packing Group
III - Low danger.

Label Code

The label code of the hazardous item.

Special Provisions

Special provisions to be provided for shipping the hazardous
item.

Symbol

Indicates the hazmat symbol of the hazardous item.

Sort Order

A unique number assigned to identify a hazardous item.

Exception

The packing exception for shipping the hazardous item.

Packing Instructions
NonBulk

Indicates additional requirements for non-bulk packaging.

Bulk

Indicates additional requirements for bulk packaging.

Passenger Air

Indicates the maximum quantity that can be shipped when
shipping on a passenger aircraft or rail.

Cargo Air

Indicates the maximum quantity that can be shipped when
shipping on a cargo aircraft.

Vessel

The vessel stowage location code used to identify where the
cargo is stowed on a vessel.

Vessel SP

The other vessel stowage plans.

Location Inventory Tag Details
You can view location inventory tag details at a node with the help of this screen.
Table 205. Location Inventory Tag Details, Location Inventory
Fields

196

Node

The node associated with the item.

Location

Location Identifier.

Enterprise

The enterprise associated with the item.

Item ID

The item ID.

Item Description

Description of the item.

Product Class

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

Unit of Measure

The item’s unit of measure.

Inventory Status

inventory Status: Refers to an inventory sub classification
based on the results of the inventory control processes within
the warehouse.

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Table 205. Location Inventory Tag Details, Location Inventory (continued)
Fields
Tag Details

The tag details are restricted to a container level or at an item
level at the location based on the appropriate action chosen.

Table 206. Location Inventory Tag Details, Tag Details
Fields
The item’s tag information displays only when the node that is tracking inventory is
configured to capture the tag attributes in all operations performed within the node. For
more information about capturing the tag attributes, see the Sterling Selling and Fulfillment
Foundation: Application Platform Configuration Guide.
Revision #

Revision number associated with the tag.

Lot #

Lot number associated with the tag.

Batch #

Batch number associated with the tag.

Table 207. Location Inventory Tag Details, Tag Attributes
Fields
Manufacturing Date

Lot manufacturing date

Lot Attribute 1

Other lot attribute

Lot Attribute 2

Other lot attribute

Lot Attribute 3

Other lot attribute

Lot Key Reference

Stores reference information for the lot number.

Lot Expiration Date

Expiry date of Lot associated with the tag.

Change Location Inventory Attributes Criteria
You can enter the criteria to modify location inventory attributes for an item with
the help of this screen.
Table 208. Change Location Inventory Attributes, Location Inventory
Fields
Node

The node associated with the item.

Enterprise

The enterprise associated with the item.

Location

Location Identifier.

Pallet ID

Pallet LPN associated with the criteria.

Case ID

Case LPN associated with the criteria, if applicable

Item ID

The item ID.

Unit of Measure

The item’s unit of measure.

Click Proceed. The Change Location Inventory Attributes screen displays.

Chapter 20. Location Inventory Console Screens

197

Change Location Inventory Attributes
You can modify location inventory attributes for an item with the help of this
screen.
Table 209. Change Location Inventory Attributes, Location Inventory
Fields
Node

The node associated with the item.

Location

Location Identifier.

Pallet ID

Pallet LPN associated with the criteria.

Case ID

Case LPN associated with the criteria, if applicable

Enterprise

The enterprise associated with the item.

Item ID

The item ID.

Unit of Measure

The item's unit of measure.

Item Description

A brief description of the item.

Table 210. Change Location Inventory Attributes, Location Inventory Attributes
Fields
Product Class

Select the product class of the item.

Inventory Status

Select the inventory status of the item.

Country/Region Of Origin

Select the manufacturing country or region code

Ship By Date

Enter the date by which the item must be shipped.

Segment Type

Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Segment #

Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

Serial #

The item's serial number displays if there is only one quantity
at the location.

Receipt #

The number used to identify all stock attached to a receipt.

FIFO #

Enter the FIFO number.

Revision #

Revision Number

Lot #

The lot number of the line item packaged in the container.

Quantity

Number of units of the item on-hand at this location.

Table 211. Change Location Inventory Attributes, Audit Reason
Fields
Adjustment Reason Code

Reason for the inventory transaction. Filled in typically when
user does an inventory adjustment.

Reason Text

Description of the adjustment status.

Table 212. Change Location Inventory Attributes, References
Fields

198

Reference#1

Generic references.

Reference#2

Generic references.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 212. Change Location Inventory Attributes, References (continued)
Fields
Reference#3

Generic references.

Reference#4

Generic references.

Reference#5

Generic references.

Node Level Inventory
You can view node level inventory for an item with the help of this screen.
Table 213. Node Level Inventory, Item Information
Fields
Node

The node associated with the item.

Enterprise

The enterprise associated with the item.

Item ID

The item ID.

Product Class

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

Unit Of Measure

The item's unit of measure.

Description

A brief description of the item.

Table 214. Node Level Inventory, Supply
Fields
Supply Type

Indicates the supply type associated with the inventory
status. The supply type indicates classification of the
inventory. This value is populated automatically by the
Sterling Warehouse Management System from the inventory
status configuration. Typical values include ONHAND,
INTRANSIT.

Quantity

The total quantity for the supply type against an item at the
node.

On Hand Supply

Number of units of the item on-hand at this location.

Table 215. Node Level Inventory, Demand
Fields
Demand Type

Indicates the type of demand against the inventory. A
demand type is associated with events against an order
including order create, order release and the supply type for
available inventory. Typical values include ALLOCATED,
FORECAST.

Quantity

The total quantity for the demand type against an item at the
node.

Promised Demand

Displays 'Y', if the demand is a promised demand, else
displays 'N'. A demand is promised if placed against an
outbound order or work order

Allocated Demand

Displays 'Y', if the demand is an allocated demand, else
displays 'N'. A demand is allocated upon release against an
outbound order or work order.

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199

Container Details for Location Inventory Console Screens
You can view container details at a location with the help of this screen.
Table 216. Container Details, Container
View Icons

Description

Audit

Audit - This icon provides visibility to location inventory
audits at a node. For more information, see the Location
Inventory Audit List.

Serial

Serials - This icon takes you to the Container Serial Details
screen where you can view container's serial details at a node.

Fields
Pallet ID

Pallet LPN associated with the criteria, if applicable.

Case ID

Case LPN associated with the criteria, if applicable.

Enterprise

The enterprise associated with the Container.

Node

The node associate with the container.

Location

The location associated with the container. Click this link to
go to the Location Details screen where you can view location
details.

Receipt #

The number used to identify all stock attached to a receipt.

Parent Container ID

The parent container ID of the case LPN displays, if
applicable.

Outer Most Case ID

The outermost case LPN of the case LPN displays, if
applicable

Is Outbound Container

Indicates whether the container is an outbound container.

Table 217. Container Details, Container Details
Actions
View Item Details

This action takes you to the Item Details screen where you
can view the item details.

Adjust Container Inventory This action allows you to adjust inventory at a location. For
more information, see the Adjust Location Inventory Details
screen.
Change Inventory
Attributes

This action takes you to the Change Location Inventory
Attributes (Criteria) screen where you can modify inventory
attributes for an item.

Create Move Requests

This action takes you to the Create Move Request screen
where you can create a move request for the selected
containers.

Fields

200

Case Id

Case LPN associated with the criteria.

Item ID

The item ID.

Product Class: Indicates the item's inventory categorization.
Orders are placed for an item and product class. Typical
examples are IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Description

A brief description of the item.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 217. Container Details, Container Details (continued)
Status

Inventory Status: Refers to an inventory sub classification
based on the results of the inventory control processes within
the warehouse.

Quantity

Number of units of the item on-hand at this location.

Pend Out Quantity

Number of units of this item having open tasks to move out
of the location.

Segment Type

Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Segment #

Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

COO

Country or Region of Origin: Manufacturing country or
region code.

Ship By Date

Date by which the item must be shipped so that it is usable.

FIFO #

FIFO number is a date based inventory attribute that helps
understand the order in which stock arrived at the node. This
is used to send out items that arrived first than the ones that
arrived later.

Receipt #

The number used to identify all stock attached to a receipt.

Tag #

Tag associated with the serial number.
The tag number displays only when the node that is tracking
inventory is configured to capture the tag attributes in all
operations performed within the node. For more information
about capturing the tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Go to the Location Inventory Tag Details where you can view
the tag details.

Container Serial Details for Location Inventory Console Screens
You can view container's serial details at a node with the help of this screen.
Table 218. Container Serial Details, Container
Fields
Pallet ID

The pallet LPN associated with the container.

Case ID

The case LPN associated with the container.

Enterprise

The enterprise associated with the container.

Node

The node associated with the item.

Location

The location associated with the item.

Receipt #

The receipt number associated with the container items.

Table 219. Container Serial Details, Serial List
Actions
Create Move Requests

This action takes you to the Create Move Request screen
where you can create a move request for the selected
containers.

Chapter 20. Location Inventory Console Screens

201

Table 219. Container Serial Details, Serial List (continued)
Fields
Serial #

The item's serial number.

Item ID

The items' item ID.

The product class of the item.

UOM

The item's unit of measure.

Description

A brief description of the item.

Create Count Request for Location Inventory Console Screens
You can create a count request for the selected items or containers in this screen.
Table 220. Create Count Request, Count Request Information
Fields
Priority

Requesting User ID

The current user id is automatically populated by the system.
Enter the requesting user ID associated with the count
request, if applicable.

Start No Earlier Than

The current system date is automatically populated.
Enter a different start date and time for the count request, if
applicable.

Finish No Later Than

Enter the end date and time for the count request, if
applicable.

Click OK.

Create Move Request for Location Inventory Console Screens
You can create a move request for the selected items or containers in this screen.
Table 221. Create Move Request, Move Request Header
Fields
Activity Group

Select the activity group for the move request you are
creating.

For Activity Code

Select the activity code associated with the activity group.

Move Request #

Enter a move request number, if applicable.
The system generates a unique request number automatically,
if you do not enter any value.

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Table 221. Create Move Request, Move Request Header (continued)
Fields
Priority

Target Location

Enter the target location for the move request you want to
create. A target location is typically entered when creating
move requests for retrieval.
This field becomes mandatory if you do not specify the
Source Location.

Requested By

Enter the user that requested for move request creation.
The system automatically displays the current user.

Start No Earlier Than

Enter the start date and time of the tasks for the move
requests, if applicable.
The system automatically displays the current date and time.

Finish No Later Than

Release immediately

Check the check box if you want to immediately release the
move request being created.

Click OK.

Break License Plate Number
When you break an LPN, all contents from the LPN are removed and placed
directly into the current location. On breaking an LPN, the LPN is deleted from
inventory. Use this screen to enter appropriate reasons for breaking an LPN.
Note: You cannot remove contents from LPNs for an outbound containers.
Table 222. Break LPN Reason, Break LPN Reason Code
Fields
Reason Code

Enter the applicable reason for breaking LPN or search for
the reason code.
Click the Lookup icon to select the adjust reason code from
the list.
All reason codes not associated with the bin location are
displayed.

Reason Text

Enter additional information as to why the LPN was broken.

Click OK. The system places all the contents of the LPN into the location and
removes the LPN from inventory. On removing the LPN from inventory, the LPN
cannot be built again.
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Chapter 21. Adjust Location Inventory Screens
Adjust Location Inventory Criteria
This chapter provides the field descriptions for the Adjust Location Inventory
screens.
You can enter the adjust location inventory criteria in this screen.
Table 223. Adjust Location Inventory, Adjust Location Inventory
Fields
Node

Select the node associated with the Item, if applicable.

Enterprise

Select the enterprise you are adjusting the inventory for, if
applicable.

Location

Enter the location ID you want to adjust inventory for.

Pallet ID

Enter the pallet LPN you are adjusting inventory for.
Note: You can also enter a non-existing pallet LPN.

Case ID

Enter the case LPN you are adjusting inventory for.
Note: You can also enter a non-existing case LPN.

Item ID

Enter the item ID for which you want to adjust the quantity.
This field is mandatory.

Product Class

Select the product class for the item you are adjusting for.
This field is mandatory.

Unit Of Measure

Select the unit of measure of the item you are adjusting for.

Inventory Status

Select the inventory status of the item you are adjusting for.

This field is mandatory.

Click Proceed. The Adjust Location Inventory Details screen displays where you
can view location inventory details and adjust the quantity appropriately.
Note: Location ID is mandatory if case ID or pallet ID is not entered.

Adjust Location Inventory Details
You can view the location's inventory details and adjust the quantity appropriately
in this screen.
Table 224. Adjust Location Inventory Details, Adjust Location Inventory
Fields
Node

The node associated with the item.

Enterprise

The enterprise associated with the item.

Location

Location identifier.

Pallet ID

Pallet LPN to be adjusted.

Case ID

Case LPN to be adjusted.

205

Table 224. Adjust Location Inventory Details, Adjust Location Inventory (continued)
Item ID

The item ID.

Product Class

Product Class: Indicates the item's inventory categorization.
Orders are placed for an item and product class. Typical
examples are IRREGULAR, FD (Factory Defects).

Unit Of Measure

The item's unit of measure.

Item Description

A brief description of the item.

Inventory Status

Refers to an inventory sub classification based on the results
of the inventory control processes within the warehouse.

Table 225. Adjust Location Inventory Details, Additional Inventory Attributes
Fields
Receipt #

Enter the receipt number for the inventory, if applicable.
The number used to identify all inventory attached to a
receipt.

FIFO #

Enter the FIFO number to associate with the inventory, if
applicable.
FIFO number is a date based inventory attribute that helps
understand the order in which inventory arrived at the node.
This is used to send out inventory that arrived first than the
ones that arrived later.

Country/Region Of Origin

Enter the manufacturing country or region code to associate
with the inventory.

Segment Type

Enter the segment type to associate with the inventory.
A segment type indicates an inventory category. Typical
values are MTC - Made To Customer or MTO - Made to
Order.

Segment #

Enter the segment number to associate with the inventory.
Typically, a segment holds either the specific buyer or specific
order number that requires dedication.

Ship By Date

Enter date by which the item must be shipped, if applicable.
Used for products with shelf life or perishables.

Table 226. Adjust Location Inventory Details, Add Serials
Fields
Serial #

Enter the serial number of the items.

Click the Toggle icon to go to the serial range panel, where you can enter the serial range
of the items.
From Serial #

Enter the start serial number.

To Serial #

Enter the end serial number.

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Table 227. Adjust Location Inventory Details, Quantity
Actions
Adjustment Cost

This action takes you to the Adjustment Cost Details where
you can view an item's adjustment cost details.

Fields
Current Quantity

Number of units of the item on-hand at the location.

Adjust Quantity

Enter the quantity you want to adjust.
Use '-' sign before entering quantity to reduce inventory.

Table 228. Adjust Location Inventory Details, Modification Reason
Fields
Reason Code

This field is mandatory.
Select the reason code associated with adjustment.
This is used for tracking and reporting purposes.

Reason Text

Enter text to indicate the reason for the adjustment.

Table 229. Adjust Location Inventory Details, References
Fields
Reference #1

Enter any other references to be used.
Typical values are order #, count request #.

Reference #2

Enter any other references to be used.
Typical values are order #, count request #.

Reference #3

Enter any other references to be used.
Typical values are order #, count request #.

Reference #4

Enter any other references to be used.
Typical values are order #, count request #.

Reference #5

Enter any other references to be used.
Typical values are order #, count request #.

Adjustment Cost Details
You can view the adjustment cost details for an item in this screen.
Table 230. Adjustment Cost Details, Adjustment Cost
Fields
Item ID

The item ID.

Item Description

Description of the item.

Current Quantity

Number of units of the item on-hand at the location.

Adjustment Quantity

Number of adjusting units of the item at the location.

Quantity After Adjustment

Number of units of the item on-hand after making the
adjustments.

Unit Cost

The unit cost of an item.
Chapter 21. Adjust Location Inventory Screens

207

Table 230. Adjustment Cost Details, Adjustment Cost (continued)
Fields
Adjustment Cost

208

The adjustment cost for an item.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 22. Accounting Bin Adjustment Screens
Accounting Bin Adjustment Details Criteria
You can enter the accounting bin adjustment details criteria in this screen.
Table 231. Accounting Bin Adjustment Details, Accounting Bin Adjustment Details
Fields
Node

The node to which you need to empty the accounting bin.

Enterprise

Select the enterprise for which you want to empty the
accounting bin from the drop-down list, if applicable.

Location

Enter the identifier of the location to which you want to
empty the accounting bin.

Click Proceed. The Accounting Bin Adjustment Details screen displays.

Accounting Bin Adjustment Details
You can view the inventory details for a location and empty the accounting bin
appropriately.
Table 232. Accounting Bin Adjustment Details, Accounting Bin Adjustment Details
Fields
Node

The node to which you need to empty the accounting bin.

Enterprise

The enterprise for which the accounting bin needs to be
emptied.

Location

The identifier of the location to which the accounting bin
needs to be emptied.

Location Inventory Details for Accounting Bin Adjustment
Screens
You can view the inventory details for a particular location.
Table 233. Accounting Bin Adjustment Details, Location Inventory Details
Fields
# of Inventory Items

Displays number of inventory items in the accounting bin.

Total Value

Displays the total cost of all items in the accounting bin.

Note: Depending on the adjustments made in the count location, the inventory in
the bin location may be positive or negative. The total number of units and the
total value of all items in the accounting bin depends on the positive or negative
inventory that is present in the bin location. For example, if the bin location has:
ITEM01 = +10 units
ITEM02 = -15 units

209

The total number of units present in the bin location is -5 units and not +25 units.

Accounting Bin Adjustment Reasons
You can select the reason for cleaning out the accounting bin.
Table 234. Accounting Bin Adjustment Details, Accounting Bin Adjustment Reasons
Fields
Reason Code

Select the appropriate reason code for cleaning out the
accounting bin.
This field is used for tracking and reporting purposes.
This field is mandatory.

Reason Text

Enter the reason for cleaning out the accounting bin, if
applicable.

Note: When you click the Save button, the system raises the
ZEROOUT_LOC_IS_INITIATED event on the ZEROOUT_LOCATION_INV
transaction, which is triggered externally. For more information about externally
triggered transactions, see the Sterling Selling and Fulfillment Foundation: Warehouse
Management System Configuration Guide.

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Chapter 23. Transfer Inventory Ownership
Transfer Inventory Ownership Attributes
You can transfer the inventory ownership for an item at a particular location with
the help of the Transfer Inventory Ownership screen.
Table 235. Transfer Inventory Ownership Attributes, Inventory
Field

Description

Node

The node associated with the item.

Location

Location identifier.

Pallet ID

Pallet LPN associated with the criteria.

Case ID

Case LPN associated with the criteria, if applicable

Enterprise

The enterprise associated with the item.

Item ID

The item ID.

Unit of Measure

The item's unit of measure.

Item Description

A brief description of the item.

Table 236. Transfer Inventory Ownership Attributes, Inventory Detail
Field

Description

Product Class

The product class of the item.

Inventory Status

The inventory status of the item.

Country/Region Of Origin

The manufacturing country or region code.

Ship By Date

The date by which the item must be shipped.

Segment Type

Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Segment #

Segment number of the item. A segment holds either the
specific buyer number or specific order number that requires
dedication.

Serial #

The item's serial number is displayed if there is only one
quantity at the location.

Receipt #

The number used to identify all the stock attached to a
receipt.

FIFO #

The FIFO number.

Table 237. Transfer Inventory Ownership Attributes, Transfer Detail
Field

Description

Inventory Organization
Code

Organization code of the consumable inventory organization.

Quantity

Number of units of the item on-hand at this location.

211

Table 238. Transfer Inventory Ownership Attributes, Audit Reason
Field

Description

Reason Code

Reason for the inventory transaction. Filled in typically when
a user carries out an inventory adjustment.

Reason Text

Description of the adjustment status.

Table 239. Transfer Inventory Ownership Attributes, References

212

Field

Description

Reference#1

Generic references.

Reference#2

Generic references.

Reference#3

Generic references.

Reference#4

Generic references.

Reference#5

Generic references.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 24. Print Stock Keeping Unit Labels Screens
Print Stock Keeping Unit Search By Item
Use this screen to search items for which you want to print the SKU labels.
Table 240. Print SKU Labels Search By Item
Fields
Enterprise

Select the enterprise for which you want to search, if
applicable.
Choose Across Enterprises to search across all enterprises in
the system.

Item ID

Enter the item identifier for which you want to search.

Default Product Class

Select the item’s product class for which you want to search,
if applicable.

Unit Of Measure

Select the item’s unit of measure for which you want to
search, if applicable.

Short Description

Select the item’s short description for which you want to
search, if applicable.

Master Catalog ID

Select the item’s identifier in the master catalog for which
you want to search, if applicable.

GTIN

Select the item’s Global Trade Item Number for which you
want to search, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
The Item List screen displays as a result of your print SKU label search by item.

Item List
The Item List window displays the results of an item search. You can perform an
action on a single item by selecting the checkbox corresponding to the item you
want to print the label and choosing the Print action from the action bar.
Table 241. Item List
Action
Print

This action takes you to the Print SKU Labels screen where
you can print the item's documents or labels.

Fields
Item ID

The item identifier.

Default PC

The item's default product class.

UOM

The item's unit of measure.

Short Description

A brief description of the item.

Master Catalog ID

The item's identifier in the catalog it belongs to.

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Table 241. Item List (continued)
Action
Catalog Organization

The organization that owns the catalog containing the item.

Print SKU Labels
You can print the SKU labels for hazardous items with the help of this screen.
Table 242. Print
Fields

214

Print Service Name

Choose the applicable label you want to print.

Printer Name

Choose the printer to print the label from.

No. of Copies

Enter the total number of copies of the label you want to
print.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 25. Receipt Adjustment Screens
Receipt Adjustment
Use the Receipt Adjustment screen to adjust the receipt quantity for inventory that
you have already received.
Use this screen to enter the inventory adjustment criteria.
Table 243. Receipt Adjustment
Fields
Document Type

Select the appropriate document type.
Valid values include Purchase Order and Transfer Order.

Node

Select the node associated with the receipt.
The node automatically populates based on the user.

Enterprise

Select the enterprise associated with the receipt you are
adjusting.

Receipt #

Enter the receipt number to adjusting receipt against.
Choose the field and lookup option to find the specific
Receipt you want to use.

Pallet ID

Enter the LPN corresponding to the pallet that you want to
adjust receipt of, if applicable.
This filters the receipt details in the Adjust Receipt window.
For more information, see the Adjust Receipt screen.

Case ID

Enter the LPN corresponding to the case that you want to
adjust receipt of, if applicable.
This filters the receipt details in the Adjust Receipt window.
For more information, see the Adjust Receipt screen.

Item ID

Enter the item associated with the receipt that you are
adjusting receipt of, if applicable.
This filters the receipt details in the Adjust Receipt window.
For more information, see the Adjust Receipt screen.
Choose the field and lookup option to find the specific Item
you want to use.

Product Class

Select the product class associated with the receipt, if
applicable.
This filters the receipt details in the adjustment details panel.

Unit of Measure

Select the UOM associated with the receipt, if applicable.
This filters the receipt details in the Adjust Receipt window.
For more information, see the Adjust Receipt screen.

Serial #

Enter the serial number associated with the receipt, if
applicable.
This filters the receipt details in the Adjust Receipt window.
For more information, see the Adjust Receipt screen.

215

Click Proceed. The Adjust Receipt screen is displayed where you can validate the
criteria you entered against the receipt number for filtering the results.

Adjust Receipt
This screen enables you to validate the criteria you entered in the Receipt
Adjustment screen against the receipt number for filtering the results.
Table 244. Adjust Receipt, Receipt
Fields
Enterprise Code

The enterprise you are adjusting for is displayed.

Node

The node you are adjusting for is displayed.

Receipt #

The receipt number you are adjusting for is displayed.

Location

The dock location.
Choose the field and lookup option to find the specific
location you want to use.

Pallet ID

The LPN corresponding to the pallet you are adjusting for is
displayed, if applicable.

Case ID

The LPN corresponding to the case you are adjusting for is
displayed, if applicable.

Item ID

The item you are adjusting for is displayed, if applicable.

Product Class

The product class of the item you are adjusting for is
displayed, if applicable.

Unit of Measure

The UOM of the item you are adjusting for is displayed, if
applicable.

Table 245. Adjust Receipt, Receipt Lines
Fields
Item ID

The item you are adjusting for is displayed, if applicable.

Product Class

The product class of the item you are adjusting for is
displayed, if applicable.

Unit of Measure

The UOM of the item you are adjusting for is displayed, if
applicable.

Serial #

The serial number of the item that you are adjusting for is
displayed, if applicable.

Inventory Status

Select the inventory status that you are adjusting for.

Quantity

The quantity received for the item, product class and UOM
for the receipt is displayed.

UnReceive Quantity

Enter the quantity that you are removing from the receipt for
the item, product, class, UOM and inventory status.

Click Adjust. The Modification Reason screen is displayed where you enter
appropriate reasons for adjusting the received quantity.

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Modification Reason for Receipt Adjustment Screens
You can enter appropriate reasons for adjusting the received quantity.
Table 246. Modification Reason
Fields
Reason Code

Select the applicable reason for the modification.

Reason Text

Enter any additional comments for the modification.

Click OK.

Chapter 25. Receipt Adjustment Screens

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Chapter 26. Create Work Order Screens
About Create Work Order Screens
Work orders are generated in a warehouse to support VAS activities. These work
orders may be generated automatically from an order, based on min/max levels
configured for an item (using events) or created manually.
The Create Work Order console allows you to create work orders for the selected
service.

Create Work Order
You can create a work order for VAS related activities with the help of this screen.
Table 247. Create Work Order Screen, Primary Information
Fields

Description

Node

Select the node associated with the work order you are
creating.
The node is automatically populated based on the user.

Enterprise

Select the enterprise associated with the work order you are
creating.

Work Order #

Enter the work order number for the work order you are
creating.
The system automatically generates a unique number if a
value is not entered.

Service Item Group

Select the appropriate service item group for the work order
you are creating.
Valid values are KITTING, DEKITTING, INVENTORY
CHANGES, INVENTORY COMPLIANCE.
Note: You can create work orders for the "KITTING" service
item group without specifying the components.

Purpose

Select the purpose associated with the work order you are
creating.
Valid values are Order, Stock, Ship.

Priority

Select the priority for the work order you are creating, if
applicable. Appropriate priority Is assigned to all tasks for the
work order.
Valid values are Urgent, High, Normal, Low.

Start No Earlier Than

Enter the start date and time for the work order, if applicable.

Finish No Later Than

Enter the end date and time for the work order, if applicable

Service Item ID

Enter the service item ID associated with the item you want
to create.
If not entered the service associated with the parent item in
the catalog based on service item group chosen is populated.

Ignore Run Quantity

Select this check box to ignore the run quantity.

219

Table 247. Create Work Order Screen, Primary Information (continued)
Fields

Description

Release Immediately

Select this check box if work order is released immediately on
completion of allocation process.

Table 248. Create Work Order Screen, Work Order Item Data
Fields
Item ID

Enter the item created as a result of the work order. Also
referred to as 'Kit Item' or 'Parent Item'.
This is mandatory for service item groups of
KITTING,DE-KITTING, INVENTORY CHANGE,
INVENTORY COMPLIANCE.

Unit Of Measure

Select the unit of measure of the item associated with the
work order you are creating.

Product Class

Select the product class of the item associated with the work
order you are creating

Segment Type

Select the segment type of the item associated with the work
order you are creating, if applicable.
Typical values include 'MTO' - Made to Order or 'MTC' Made To Customer.

Segment

Enter the specific order number or customer number
associated with the work order you are creating.
This is applicable only if Segment Type is chosen.

Requested Quantity

Enter the quantity of the item being created on the work
order.

After entering the relevant information in the above fields, the work order is
created upon clicking the Proceed button. The Work Order Details screen displays.

Additional Item Details
You can enter additional tag details pertaining to the item selected for the work
order in the Work Order Details screen.
Table 249. Additional Item Details Screen, Tag Details
Fields

Description

Tag Identifiers

Enter the unique tag identifiers you have specified for the
item. For example, Lot #.
v Lot # - Enter the Lot number associated with this tag
identifier.
v Batch # - Enter the Batch number associated with this tag
identifier.
v Revision # - Enter the Revision number associated with this
tag identifier.

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Table 249. Additional Item Details Screen, Tag Details (continued)
Fields

Description

Tag Attributes

Enter any descriptive identifiers specified for the item. For
example, Manufacture Date.
v Lot Key Reference - Enter the Lot key reference associated
with this tag attribute.
v Manufacturing Date - Enter the manufacturing date for this
tag attribute.
v Lot Attribute 1 - Enter the lot attribute 1 with this tag
attribute.

Click OK to return to the Work Order Details screen.

Work Order Details Screen
This screen lets you enter some more information related to the work order
creation process such as Component Items, Activities and Additional Item Data.
Table 250. Work Order Details Screen, Primary Information
Fields
Node

The node associated with the work order displays.

Enterprise

The enterprise associated with the work order displays.

Work Order #

The work order number for the work order displays.

Service Item Group

The service item group associated with the work order is
automatically populated.

Status

The of the work order displays.

Service Item ID

The identifier of the service item displays.

Purpose

The purpose associated with the work order displays.

Table 251. Work Order Details Screen, Work Order Item Data
Actions
Additional Item Details

This action takes you to the Additional Item Details screen to
enter tag details for the item.
You can enter the tag details only when the node fulfilling
the work order is configured to capture the tag attributes in
all operations performed within the node. For more
information about capturing tag attributes, see the Sterling
Selling and Fulfillment Foundation: Application Platform
Configuration Guide.

Fields
Item ID

The item created as a result of the work order. Also referred
to as 'Kit Item' or 'Parent Item'.
This is mandatory for service item groups of
KITTING,DE-KITTING, INVENTORY CHANGE,
INVENTORY COMPLIANCE.

Unit Of Measure

The unit of measure of the item associated with the work
order you created displays.

Product Class

The product class of the item associated with the work order
you are creating displays.
Chapter 26. Create Work Order Screens

221

Table 251. Work Order Details Screen, Work Order Item Data (continued)
Description

The description of the item displays.

Segment Type

The segment type of the item associated with the work order
you created displays.
Typical values include 'MTO' - Made to Order or 'MTC' Made To Customer.

Segment

The specific order number or customer number associated
with the work order you created displays.
This is applicable only if Segment Type is chosen.

Requested Quantity

The quantity of the item being created on the work order.

Table 252. Work Order Details Screen, Quantity
Fields
Requested

The requested quantity of items displays.

Confirmed

The confirmed quantity of items displays.

Allocated

The allocated quantity of items displays.

Cancelled

The cancelled quantity of items displays.

Released

The released quantity of items displays.

The container details appear only for the Dekitting service item group.
Table 253. Work Order Details Screen, Container Details
Fields
Pallet ID

Enter the pallet LPN associated with the container.

Case ID

Enter the case LPN associated with the container.

Serial #

Enter the serial number.

Table 254. Work Order Details Screen, Component Items
Actions
Delete

This action allows you to delete the selected tag details.

Fields

222

Tag Details

You can view the tag details only when the node fulfilling the
work order is configured to capture the tag attributes in all
operations performed within the node. For more information
about capturing tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.

Item ID

The component item details display.

Product Class

The product class associated with component item displays.

Unit Of Measure

The unit of measure of the item associated with the work
order displays.

Description

The component item's description displays.

Qty Per Kit

The component item quantity required for the parent item
displays.

Segment Type

The segment type for the component inventory displays, if
applicable.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 254. Work Order Details Screen, Component Items (continued)
Segment

The order number or customer name for the component
inventory displays, if applicable.

Activities are populated from the service item associated with the work order or
the item. All activities to be associated with the item being created are specified for
the component quantity.
Table 255. Work Order Details Screen, Activities
Actions
Delete

This action allows you to delete the selected tag details.

Fields
Instructions

Enter any additional instructions for the activity.

Location Details

The location where the activity is performed displays.
Click on the Plus icon, to view and hide location details.
v Preferred Location: Click on the Add icon to add new
location.
v Requested Quantity: Enter the quantity you want to move
into the location.

Inv Upd Activity

Inventory updated for the activity.

Seq #

Enter a sequence for the activity being performed.

Activity Code

Select the activity code to associate with the location and
quantity.
Choose the field and Lookup icon to find the specific activity
code you want to use.

The following note is essential if you want to view the inventory compliance for an
item.
Note: The screen that displays when you select Inventory Compliance as the
service group code, depends on the Service Involves Segment Change field
configuration. For more information about configuring the Service Involves
Segment Change field, see the Sterling Selling and Fulfillment Foundation: Warehouse
Management System Configuration Guide.

Chapter 26. Create Work Order Screens

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Chapter 27. Work Order Console Screens
About Work Order Console Screens
Work Order Console provides:
v Extensive search capabilities using granular level information such as work
order number, segment type, segment number.
v Comprehensive visibility at an enterprise and node level.

Work Order Search By Item
You can perform work order search by a service item or a product item ID.
Table 256. Work Order Search By Item
Fields

Description

Node

Select the node for which you want to search.

Enterprise

Select the enterprise for which you want to search.

Across Enterprise

Select this option if you are searching across all enterprises.

Allocated

Select the appropriate allocation level for the work order you
are searching.

Released

Select the appropriate released level for the work order you
are searching for.

Service Item Group

Select the appropriate service item group for the work order
you are searching.
Valid values are KITTING, DEKITTING,PROVIDED
SERVICE,INVENTORY CHANGE,INVENTORY
COMPLIANCE.

Service Item ID

Select the appropriate service item ID for the work order for
which you want to search.

Work Order Status Range

Select the status range associated with the work order you are
searching of, if applicable.

Held Work Orders With
Hold Type

Select the check box and select the hold type from the list
that you want to search for work orders with that hold type,
if applicable.

Work Order #

Enter the work order number associated with the work order
you are searching for, if applicable.

Segment Type

Select the segment type associated with the work order you
are searching for, if applicable.

Segment #

Enter the segment number associated with the work order
you are searching for, if applicable.

Priority

Select the priority associated with the work order you are
searching for, if applicable.

Item ID

Enter the item ID associated with work order you want to
search for, if applicable.

Max Records

Enter the maximum number of records you want listed as a
result of your search.

225

The Work Order List screen displays the search results.

Work Order Search By Container
You can perform work order search by the pallet or case IDs or the serial number
of the container.
Table 257. Work Order Search By Container
Fields

Description

Node

Select the node for which you want to search.

Enterprise

Select the enterprise for which you want to search.

Across Enterprise

Select this option if you are searching across all enterprises.

Allocated

Select the appropriate allocation level for the work order you
are searching.

Released

Select the appropriate released level for the work order you
are searching for.

Service Item Group

Select the appropriate service item group for the work order
you are searching.
Valid values are KITTING, DEKITTING,PROVIDED
SERVICE,INVENTORY CHANGE,INVENTORY
COMPLIANCE.

Status Range

Select the status range associated with the item you are
searching of, if applicable.

Work Order #

Enter the work order number associated with the work order
you are searching for, if applicable.

Segment Type

Select the segment type associated with the work order you
are searching for, if applicable.

Segment #

Enter the segment number associated with the work order
you are searching for, if applicable.

Priority

Select the priority associated with the work order you are
searching for, if applicable.

Pallet ID

Enter the pallet LPN associated with the container, if
applicable.

Case ID

Enter the case LPN associated with the container, if
applicable.

Serial #

Enter the serial number associated with the container you are
searching for, if applicable

Max Records

Enter the maximum number of records you want listed as a
result of your search.

The Work Order List screen displays the search results.

Work Order Search By Date
You can perform work order search by the start and finish dates of the work order.
Table 258. Work Order Search By Date

226

Fields

Description

Node

Select the node for which you want to search.

Enterprise

Select the enterprise for which you want to search.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 258. Work Order Search By Date (continued)
Fields

Description

Across Enterprise

Select this option if you are searching across all enterprises.

Allocated

Select the appropriate allocation level for the work order you
are searching.

Released

Select the appropriate released level for the work order you
are searching for.

Service Item Group

Select the appropriate service item group for the work order
you are searching.
Valid values are KITTING, DEKITTING,PROVIDED
SERVICE,INVENTORY CHANGE,INVENTORY
COMPLIANCE.

Service Item ID

Select the appropriate service item ID for the work order for
which you want to search.

Status Range

Select the status range associated with the work order you are
searching for, if applicable.

Priority

Select the priority associated with the work order you are
searching for, if applicable.

Start No Earlier Than

By default, the system displays Start No Earlier Than date
and time.
Enter the Start No Earlier Than date and time associated with
the work order for which you want to search.

Finish No Later Than

By default, the system displays Finish No Later Than date
and time.
Enter the Finish No Later Than date and time associated with
the work order for which you want to search.

Max Records

Enter the maximum number of records you want listed as a
result of your search.

The Work Order List screen displays the search results.

Work Order Search By Activity
You can perform work order search by an activity code.
Table 259. Work Order Search By Activity
Fields

Description

Node

Select the node for which you want to search.

Enterprise

Select the enterprise for which you want to search.

Across Enterprise

Select this option if you are searching across all enterprises.

Allocated

Select the appropriate allocation level for the work order you
are searching.

Released

Select the appropriate released level for the work order you
are searching for.

Chapter 27. Work Order Console Screens

227

Table 259. Work Order Search By Activity (continued)
Fields

Description

Service Item Group

Select the appropriate service item group for the work order
you are searching.
Valid values are KITTING, DEKITTING,PROVIDED
SERVICE,INVENTORY CHANGE,INVENTORY
COMPLIANCE.

Item ID

Enter the service item ID associated with the work order you
want to search for, if applicable.

Status Range

Select the status range associated with the work order you are
searching for, if applicable.

Activity Code

Enter the activity code associated with the work order for
which you want to search.

Activity location

Enter the activity location associated with the work order for
which you want to search.

Is Complete

Select this option if you are searching for only completed
work orders.

Max Records

Enter the maximum number of records you want listed as a
result of your search.

The Work Order List screen displays the search results.

Work Order Search By Components
You can perform work order search by an component item ID.
Table 260. Work Order Search By Components
Fields

Description

Node

Select the node for which you want to search.

Enterprise

Select the enterprise for which you want to search.

Across Enterprise

Select this option if you are searching across all enterprises.

Allocated

Select the appropriate allocation level for the work order you
are searching.

Released

Select the appropriate released level for the work order you
are searching for.

Product Class

Select the product class of the item you are searching for, if
applicable.

Status Range

Select the status range associated with the work order you are
searching for, if applicable.

Component Item ID

Enter the component item ID associated with the work order
you want to search for, if applicable.

Max Records

Enter the maximum number of records you want listed as a
result of your search.

The Work Order List screen displays the search results.

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Work Order List
The Work Order List window displays the results of an work order search. You can
perform actions on a single work order line or multiple work order lines by
selecting the check boxes of the work order lines you want to perform an action on
and choosing the applicable action from the action bar.
Table 261. Work Order List
Actions
View Details

This action takes you to the Work Order Details screen where
you can view the details of the work order and perform
various actions on the work order.

View Tasks

This action takes you to the task search screen. For more
information about viewing the tasks, see the Sterling Selling
and Fulfillment Foundation: Warehouse Management System User
Guide.
Note: You can view tasks only for a single work order at a
time.

View Move Request

This action takes you to the move request search screen. For
more information about viewing the move requests, see the
Sterling Selling and Fulfillment Foundation: Warehouse
Management System User Guide.
Note: You can view tasks only for a single work order at a
time.

Confirm

This action lets you confirm the work order by taking you to
the VAS station. For more information about viewing VAS
stations, see the Sterling Selling and Fulfillment Foundation:
Warehouse Management System User Guide.

Cancel

This action pops up a Cancellation Reason screen for
cancelling the selected work orders.

Fields
Work Order #

The work order number associated with the work order. Click
this link to view the work order details.

Enterprise

The Enterprise associated with the work order.

Service Item Group

The service item group associated with the work order.

Item ID

The Item ID of the item associated with the work order.

UOM

The UOM code of the item associated with the work order.

Priority

The work order priority.

Segment Type

Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Segment #

Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

Order #

The order number of the item.

Status

The work order status.
This Work Order Hold icon displays only if the work order is
put on hold.

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229

Work Order Details for Work Order Console Screens
The work order detail screen enables you to perform certain actions such as
confirm, cancel or allocate a work order. You can also view the status audits and
outbound shipments from this screen.
Table 262. Work Order Details Screen, Primary Information
View Icons

Description

Shipments

This icon takes you to the shipments screen where you can
view the outbound shipment details.

Audit

This icon takes you to the Work Order Status Audits screen
which displays audit activity information pertaining to the
specific work order.

Activity Demand

Activity Demand - This icon takes you to the Work Order
Activity Demand screen where you can view the work order's
activity demand.

Actions
Confirm

Allocate

This action enables you allocate a work order.

Release

This action enables you to release a work order.
Note: You cannot create retrieval move requests when
releasing work orders for the "KITTING" service item group
that does not have components.

Cancel

This action pops up a Cancellation Reason screen where you
can cancel the selected work orders.

View Holds

This action takes you to the Work Order Holds screen where
you can view holds that are applied to the work order.

Fields
Node

The node associated with the work order.

Enterprise

The enterprise associated with the work order.

Work Order #

The work order number associated with the work order.

Service Item Group

The service item group associated with the work order.

Status

The work order status.
Click on the Work Order Hold to go to the Work Order
Holds where you can view various holds that are applied to
the work order.

Priority

Select the priority for the work order you are creating, if
applicable. Appropriate priority is assigned to all tasks for the
work order.
Valid values are Urgent, High, Normal, Low.

230

Start No Earlier Than

Work order date to start no earlier than.

Finish No Later Than

Work date to finish no later than.

Service Item ID

The service item ID associated with the item.

Purpose

The purpose associated with the work order.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 263. Work Order Details Screen, Work Order Item Data
Action
Additional Item Details

This action takes you to the Additional Item Details screen to
enter tag details for the item.
You can enter the tag details, if you have selected the option,
When performing any node operation during the ship node
tag capture configuration. For more information about
capturing tag attributes, see the Sterling Selling and Fulfillment
Foundation: Application Platform Configuration Guide.

Fields
Item ID

Enter the item created as a result of the work order. Also
referred to as 'Kit Item' or 'Parent Item'.
This is mandatory for service item groups of KITTING,
DE-KITTING, INVENTORY CHANGE, INVENTORY
COMPLIANCE.

Unit Of Measure

Select the unit of measure of the item associated with the
work order you are creating.

Product Class

Select the product class of the item associated with the work
order you are creating

Segment Type

Select the segment type of the item associated with the work
order you are creating, if applicable.
Typical values include 'MTO' - Made to Order or 'MTC' Made To Customer.

Segment

Enter the specific order number or customer number
associated with the work order you are creating.
This is applicable only if Segment Type is chosen.

Requested Quantity

Enter the quantity of the item being created on the work
order.

Table 264. Work Order Details Screen, Quantity
Fields
Requested

Quantity requested by the work order.

Confirmed

Quantity confirmed by the work order.

Allocated

Quantity allocated to the work order.

Cancelled

Quantity cancelled from the work order.

Released

Quantity released by the work order.

Table 265. Work Order Details Screen, Container Details
Fields
Pallet ID

Enter the pallet LPN associated with the container.

Case ID

Enter the case LPN associated with the container.

Serial #

Enter the serial number.

Table 266. Work Order Details Screen, Component Items
Action
Delete

This action deletes the selected tag details.
Chapter 27. Work Order Console Screens

231

Table 266. Work Order Details Screen, Component Items (continued)
Fields
Tag Details

Click on the Add icon to view the tag details.
You can view the tag details only if the inventory tag
attributes are captured in all operations performed within the
node. For more information about capturing the tag
attributes, see the Sterling Selling and Fulfillment Foundation:
Application Platform Configuration Guide.

Item ID

Enter the component associated with parent item you want to
create.
Click on the Add icon to add component item details.

Select the product class associated with component item.

UOM

Select the unit of measure of the item associated with the
work order you are creating.

Qty Per Kit

Enter the component item quantity required for the parent
item.

Segment Type

Select segment type for the component inventory, if
applicable.

Segment

Enter order number or customer name for the component
inventory, if applicable.

Activities are populated from the service item associated with the work order or
the item. All activities to be associated with the item being created are specified for
the component quantity.
Table 267. Work Order Details Screen, Activities
Action
Delete

This action deletes activities that you have selected.

Fields
Instructions

Enter any additional instructions for the activity.

Location Details

Inv Upd Activity

Inventory updated for the activity.

Seq #

Enter a sequence for the activity being performed.

Activity Code

Select the activity code to associate with the location and
quantity.
Choose the field and Lookup icon to find the specific activity
code you want to use.

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Work Order Status Audits
You can view any status modifications performed against a work order.
Table 268. Work Order Status Audits Screen, Primary Information
Fields
Node

The node associated with the work order.

Enterprise

The enterprise associated with the work order.

Work Order #

The work order number associated with the work order.

Service Item Group

The service item group associated with the work order.

Status

The work order status.

Start No Earlier Than

Work order date to start no earlier than.

Finish No Later Than

Work date to finish no later than.

Service Item ID

The service item ID associated with the item.

Work Order Activity Demand
This screen provides visibility to the work order's activity demand.
Table 269. Work Order Activity Demand, Primary Information
Fields

Description

Node

The node associated with the work order.

Enterprise

The enterprise associated with the work order.

Work Order #

The work order number associated with the work order.

Service Item Group

The service item group associated with the work order.

Status

The work order status.
Click on the Work Order Hold icon to go to the Work Order
Holds where you can view holds that are applied to the work
order.

Priority

Select the priority for the work order you are creating, if
applicable. Appropriate priority is assigned to all tasks for the
work order.
Valid values are Urgent, High, Normal, Low.

Start No Earlier Than

Work order date to start no earlier than.

Finish No Later Than

Work date to finish no later than.

Service Item ID

The service item ID associated with the item.

Purpose

The purpose associated with the work order.

Table 270. Work Order Activity Demand, Activity Demand List
Action

Description

Delete

This action allows you to delete the selected activity
demands.

Fields
Location ID

The item location in the node.

Activity Code

The activity to be performed on items belonging to the work
order.
Chapter 27. Work Order Console Screens

233

Table 270. Work Order Activity Demand, Activity Demand List (continued)
Action

Description

Pallet Id

The pallet LPN that belong to the work order.

Case Id

The case LPN that belong to the work order.

Item ID

The items that belong to the work order.

Demand Quantity

Indicates whether the demand is satisfied or not.

Satisfied Quantity

The extent to which the demand is satisfied.

Demand Satisfied

Indicates whether the demand is satisfied or not.

Work Order Holds
You can view the various types of holds that are applied to the work order.
Table 271. Work Order Holds Screen, Primary Information
Fields

Description

Node

The node associated with the work order.

Enterprise

The enterprise associated with the work order.

Work Order #

The work order number associated with the work order.

Service Item Group

The service item group associated with the work order.

Status

The work order status.

Start No Earlier Than

Work order date to start no earlier than.

Finish No Later Than

Work date to finish no later than.

Service Item ID

The service item ID associated with the item.

Table 272. Work Order Holds Screen, Work Order Holds
Actions

Description

Add Holds

This action takes you to the Add Holds screen where you can
add holds for the selected work order.

Fields/Icons
View History

Click this icon to go to the View History screen where you can
view the hold history for the selected hold.

Hold Description

A brief description of the hold.

Hold Status

The current status of the hold.

Hold Comment

Any additional comments for the hold.

Action

Select the action from the list that you want to apply for the
hold.

Reason

Enter the reason for the hold.

Table 273. Work Order Holds Screen, Approved Holds

234

Fields/Icons

Description

View History

Click this icon to go to the View History screen where you
can view the hold history for the selected hold.

Hold Description

A brief description of the hold.

Reason

The reason for the hold.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Add Holds for Work Order Console Screens
You can add holds for the work order with the help of this screen.
Table 274. Add Holds Screen, Work Order Holds
Fields
Hold Type

Select the work order hold type from the list.

Reason

Enter the reason for the hold.

View History for Work Order Console Screens
In this screen you can view the hold history for the selected hold.
Table 275. View History Screen, Primary Information
Fields
Node

The node associated with the work order.

Enterprise

The enterprise associated with the work order.

Work Order #

The work order number associated with the work order.

Service Item Group

The service item group associated with the work order.

Status

The work order status.

Start No Earlier Than

Work order date to start no earlier than.

Finish No Later Than

Work date to finish no later than.

Service Item ID

The service item ID associated with the item.

Table 276. View History Screen, Work Order Holds
Fields
Hold Type

The hold type.

Date/Time

The date and time at which the hold was created.

User ID

The user who created the hold.

Status

The current status of the hold.

Comment

Any additional comments for the hold.

Hold Transaction

The hold transaction.

Cancellation Reason for Work Order Console Screens
You can cancel a work order from the Work Order List screen by selecting the
appropriate work orders or from the Work Order Details screen for cancelling a
particular work order.
Table 277. Cancellation Reason
Fields
Cancellation Reason Code

Select the reason code associated with cancellation. This field
is mandatory.

Reason Text

Enter any additional comments for the cancellation.

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235

Appointment Details
You can plan an appointment for a work order of provided service item group. In
Appointment, click on the Appointment icon. The Plan Appointment window
displays.
Table 278. Appointment Details

236

Fields

Description

Currently Chosen
Appointment Slot

Appointment Slot chosen for the work order.

Start Date

The start date of the work order. Click on the Calender to
view the calendar.

Delay Window

The days to be delayed for the work order.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 28. Value-Added Services Station Screens
VAS Station
VAS activities are performed in their appropriate locations. For example,
monogramming is done in a different location from packaging. Each individual
location is a VAS Station.
This screen provides:
v The ability to scan outbound container number or work order number to
identify work order.
v The ability to confirm at an activity level in the appropriate station.
Table 279. VAS Station, Work Order
Actions
Save

This action confirms that a certain activity specified in the
Activities panel is complete for the quantity specified.
Clicking Save after the completion of the last activity
confirms the work order.

Reset

This action clears all the entries in the Work Order Panel.

Scan

Enter or scan container number or work order number.
Container number represents an outbound container for
which the work order is created.
Serial number may also be scanned to determine the work
order, if the work order was created for a specific serial
number.
If the work order is being completed into a pallet or case
with LPN, the LPN to be associated with is scanned here for
an activity. For all subsequent activities the LPN may be
scanned here as well.

Location

Select the location associated with the station.

Work Order #

The work order number associated with the work order.

Enterprise

The enterprise associated with the work order.

Service Item Group

The item service group associated with the work order.

Note: To be able to confirm a Work Order you should have an Inventory Status
Transition Rule setup for the Zone that the VAS location belongs. This Inventory
Status Transition Rule should be defined from Blank to an Inventory Status that
is associated with an ONHAND Supply Type.
Table 280. VAS Station, Work Order Item Data
Fields
Item ID

The item on the work order displays, if applicable.

Unit Of Measure

The unit of measure on the work order displays, if applicable.

Product Class

The product class on the work order displays, if applicable.

Service Item ID

The service item identifier on the work order displays.

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Table 280. VAS Station, Work Order Item Data (continued)
Segment Type

The segment type for the item on the work order displays, if
applicable. Typical values are MTO - Made To Order, MTC Made To Customer.

Segment

The segment number for the item on the work order displays,
if applicable. Typical values are the order number or the
customer number corresponding to the Segment Type.

Table 281. VAS Station, Container/Serial #
Fields
Pallet ID

The pallet LPN into which the work order quantity being
built displays.

Case ID

The case LPN into which the work order quantity being built
displays.

Serial #

The serial number displays.

Table 282. VAS Station, Activities
Displays the activities corresponding to the service item.
Table 283. VAS Station, Quantity
Fields
Qty Completed

Quantity completed on the work order displays.

Qty Remaining

Quantity remaining to be completed on the work order
displays.

Qty To Process

Enter the quantity to process for the corresponding activity.

Start Time Stamp

By default, the system's date and time displays.
Enter the work order activity's start date and time, if
applicable.

End Time Stamp

By default, the system's date and time displays.
Enter the work order activity's end date and time, if
applicable.

Table 284. VAS Station, Activity Instructions
Fields
Instruction Text

Instruction corresponding to the activity selected displays.

Instruction Usage

Instruction Usage corresponding to the activity selected
displays.

Table 285. VAS Station, Component Items
Fields

238

Item

The component item for the work order, if applicable.

Description

The component item description.

Quantity

Number of units of the item in inventory UOM.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Serial Entry for VAS Station Console Screens
The Serial Entry screen lets you capture the item's serial number.
Table 286. Serial Entry
Action
Close

This action closes the Serial Entry screen.

Fields
Count

The total count of items scanned is automatically populated
by the system.

Item ID

The item's item ID is automatically populated by the system.

Unit Of Measure

The item's unit of measure is automatically populated by the
system.

Requested Serial #

The serial number requested in the work order.

Serial #

The serial number of the item.

Secondary Serial #1

The component serial number of the item.

Secondary Serial #2

The component serial number of the item.

Secondary Serial #3

The component serial number of the item.

Note: The fields displayed in the Serial Entry screen vary depending on the item
scanned.
Note: In the Serial Entry screen when you click on Toggle Serial Range button, you
can enter the serial range.
Table 287. Serial Entry, Serial Range
Fields
Count

The total count of items scanned is automatically populated
by the system.

Item ID

The item's identifier is automatically populated by the
system.

Unit Of Measure

The item's unit of measure is automatically populated by the
system.

Requested Serial #

The serial number requested in the work order.

From Serial #

The start serial number of the item.

To Serial #

The end serial number of the item.

Note: For a serial tracked or serialized item, if secondary serials are defined and
secondary information is not provided, then in such scenario the 'Entry Serial
Range' button is not provided in the screen.
Note: You can enter the tag attributes only when the node that is confirming the
work order is configured to capture the tag attributes in all operations performed
within the node. For more information about capturing the tag attributes, see the
Sterling Selling and Fulfillment Foundation: Application Platform Configuration Guide.
The Tag Entry screen lets you capture the tag numbers associated with the tag
tracked SKU. You can use the Tag Entry screen to track Lot#, Batch#, and so on.

Chapter 28. Value-Added Services Station Screens

239

Table 288. Tag Entry
Action
Close

This action closes the Tag Entry screen.

Fields
Item ID

The item ID of the item.

Unit Of Measure

The unit of measure of the item.

Batch #

Enter the batch number associated with the tag.

Revision #

Enter the revision number.

Note: The fields displayed in the Tag Entry screen vary depending on the item
scanned.

Expiration Date Entry for VAS Station Console Screens
The Expiration Date Entry screen lets you capture the expiration date.
Table 289. Expiration Date Entry
Action
Close

This action closes the Expiration Date Entry screen.

Fields
Item ID

The item ID of the item.

Expiration Date

Enter the item's expiration date.
Choose the field and Lookup icon to find the specific
expiration date you want to use.

Note: The fields displayed in the Expiration Date Entry screen vary depending on
the item scanned.

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Chapter 29. Outbound Shipment Console Screens
About Outbound Shipment Console Screens
The Outbound Shipment Console provides:
v Extensive search capabilities using granular level information such as plan #,
customer PO#.
v Ability to modify outbound shipment instruction.
v Ability to view discrepancies found in the outbound shipments.

Outbound Shipment Search By Status
You can search for shipments that fall under a particular status with the help of
this screen.
Table 290. Shipment Search By Status
Fields

Description

Document Type

Select the appropriate document type to search for, if
applicable.

Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use.
Choose Across Enterprises to search across all Enterprises in
the system.
Note: If you belong to a team, the system only searches
across the Enterprises allowed by that group. For more
information about teams, see the section Defining Teams in
the chapter Configuring User Security of the Sterling Selling
and Fulfillment Foundation: Application Platform Configuration
Guide.

Shipment #

Enter the shipment number to search for, if applicable.

Order #

Enter the order number you are searching for, if applicable.

Customer PO #

Enter the number of the customer's purchase order number
you are searching for, if applicable.

Plan #

Enter the plan number the outbound shipment you are
searching for belongs to, if applicable.

Origin Node

Enter the origin node you want to search for outbound
shipments under, if applicable.

Destination Node

Enter the destination node you want to search for outbound
shipments under, if applicable.

Status

Select the status range of the outbound shipments you want
to search for, if applicable.

Include Closed Shipments

Select this if you want to search for outbound shipments that
have been closed, as well as those that are open, if applicable.

Pack And Hold Shipment

Select this if you want to search for outbound shipments that
are packed and kept on hold, if applicable.

Held Shipments

Check this box if you want to search for outbound shipments
that are held.

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Table 290. Shipment Search By Status (continued)
Fields

Description

Max Records

Enter the maximum number of outbound shipments you
want returned from your search.

Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
The “Shipment List” on page 246 screen displays as a result of outbound shipment
search by status.

Outbound Shipment Search By Date
You can search for shipments that fall within a particular date range with the help
of this screen.
Table 291. Shipment Search By Date
Fields

Description

Document Type

Select the appropriate document type to search for, if
applicable.

Enterprise

Carrier/Service

Choose the Carrier/Service you want to search for outbound
shipments under, if applicable.

Status

Choose the shipment status you are searching for, if
applicable.

Enter Shipment Dates

Enter the requested ship date range, expected ship date
range, actual ship date range you want to search for
outbound shipments through, if applicable.

Enter Delivery Dates

Enter the requested delivery date range, expected delivery
date range, actual delivery date range you want to search for
outbound shipments through, if applicable.

Max Records

Enter the maximum number of outbound shipments you
want returned from your search.

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Outbound Shipment Search By Carrier
You can search for shipments that belong to a particular carrier with the help of
this screen.
Table 292. Shipment Search By Carrier
Fields

Description

Document Type

Select the appropriate document type to search for, if
applicable.

Enterprise

Shipment Mode

Select the shipment mode, if applicable

Carrier/Service

The Carrier/Service you want to search for outbound
shipments under, if applicable.

BOL #

The bill of lading number of the outbound shipments you are
searching for, if applicable.

PRO #

The PRO number of the outbound shipments you are
searching for, if applicable.

Trailer #

The trailer number of the outbound shipments you are
looking for, if applicable.

Status

Select the shipment status you are searching for, if applicable.

Requires Routing

Choose this option if the shipment requires dynamic routing.

Max Records

The maximum number of outbound shipments you want
returned from your search.

Outbound Shipment Search By Item
You can search for shipments based on the item information such as product class,
unit of measure, item ID and so on.
Table 293. Shipment Search By Item
Fields

Description

Document Type

Select the appropriate document type to search for, if
applicable.

Chapter 29. Outbound Shipment Console Screens

243

Table 293. Shipment Search By Item (continued)
Fields

Description

Enterprise

Item ID

The item ID.

Product Class

The item's product class.

Unit of Measure

The item's unit of measure.

Buyer

The identifier for the Buyer.

Seller

The identifier for the Seller.

Status

Select the shipment status you are searching for, if applicable.

Include Closed Shipments

Select this if you want to search for outbound shipments that
have been closed, as well as those that are open, if applicable.

Has Hazardous Items

Select this check box to search for outbound shipments that
contain hazardous items, if applicable.

Max Records

The maximum number of outbound shipments you want
returned from your search.

Outbound Shipment Search By Wave
You can search for outbound shipment that fall within a particular wave in this
screen.
Table 294. Shipment Search By Wave

244

Fields

Description

Document Type

Select the document type to you want to search for, if
applicable.

Enterprise

Select the enterprise for which you are searching.

Across Enterprise

Select this option if you are searching across all enterprises.

Shipment #

Enter the shipment number you are searching for, if
applicable.

Wave #

Enter the wave number you are searching for, if applicable.

Load #

Enter the load number you are searching for, if applicable.

Carrier/Service

Select the carrier/service you are searching for, if applicable.

Buyer

Enter the buyer associated with the shipment you want to
search for, if applicable.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 294. Shipment Search By Wave (continued)
Fields

Description

Status

Select the shipment status you are searching for, if applicable.

Shipment In Wave

Choose this option if you are searching for the shipments in
wave.

Shipment Not In Wave

Choose this option if you are searching for the shipments not
in wave.

Ignore Cancelled Shipment
Lines

Select this check box if you are considering only Shipment
Lines with quantity greater than zero. This check box displays
only when "Shipment Not In Wave" is selected.

All

Choose this option if you are searching for all the shipments.

Has Shortage

Choose this option

Enter Shipment Dates

Choose to enter shipment date range you want to search for
outbound shipments, if applicable.

Enter Delivery Dates

Choose to enter delivery date range you want to search for
outbound shipments, if applicable.

Max Record

Enter the maximum number of records you want listed as a
result of your search.

Outbound Shipment Search By Profiling
The warehouse supervisor can choose the pick strategy based on the profile
identifier density of the shipments. Usually, large shipments are picked
individually and small shipments are group together and picked together, and
sorted later.
You can search for shipments based on their profile identifiers.
Table 295. Shipment By Profile Search
Fields

Description

Enterprise

Select the enterprise.

Profile ID

Select the profile ID from the drop down list.
You can also click the Lookup icon to select the Profile ID.

Consider Profiles

Select this to view the shipment's state There are three
options:
Already In Wave - Select this to view the shipments that are
in wave.
Not In Wave - Select this to view the shipments that are not
in wave.
All - Select this to view all the shipments.

Chapter 29. Outbound Shipment Console Screens

245

Table 295. Shipment By Profile Search (continued)
Fields

Description

Show Profiles

Select to view the More number of Shipment First and Less
number of Shipment First. There are two options:
More number of Shipment First - Select this to view highdensity profile ID shipments first.
Less number of Shipment First - Select this to view
low-density profile ID shipments first.

Max Records

Enter the number to display the maximum records.

You can view the shipment profile list based on the profile identifiers.
Table 296. Shipment Profile List
Actions

Description

Create Wave

This takes you to the Create Wave screen, where you can
create a wave for the selected shipment group.

Fields
ProfileId

The identifier of a shipment.

No of shipments

The number of shipments.

No of shipments in the
wave

The number of waved shipments.

No of shipments not in the
wave

The number of shipments that are not waved.

Shipment List
The Shipment List window displays the results of a shipment search. You can
perform actions on a single shipment or multiple shipments by selecting the check
boxes of the shipments you want to perform an action on and choosing the
applicable action from the action bar.
Table 297. Shipment List

246

Actions

Description

View Details

This action takes you to the Shipment Details screen where
you can view the shipment details.

Modify Shipment

This action takes you to the Modify Shipment screen where
you can modify a shipment.

This action takes you to the Print screen where you can print
the shipment's documents or labels.

Cancel

This action takes you to the Cancel Selected Shipments screen
where you can cancel an outbound shipment.

Create Wave

This action takes you to the Create Wave screen where you
can create wave for the selected shipment group.

Add To Delivery Plan

This action takes you to the Select Delivery Plan screen where
you can add shipment to a delivery plan.

Delete Shipment

This action allows you to delete the selected shipments.

Remove From Wave

This action allows you to remove the selected shipments from
a wave.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 297. Shipment List (continued)
Actions

Description

View Holds

This action takes you to the View Holds screen where you
can view the holds applied to the outbound shipment.

Fields
Shipment #

The shipment number.

Status

The shipment status.

Buyer

The identifier for the buyer.

Carrier/Service

The Carrier and Carrier service use to ship the outbound
shipments.

Expected Ship Date

The date the shipment is estimated to ship on.

Origin

The shipment's origin node.

Destination

The shipment's destination node.

Total Weight

The total weight of the outbound shipment.

Total Volume

The total volume of the outbound shipment.

Tag/Serial Requested

Indicates if tag or serial details exist for the outbound
shipment.
Note: The tag details for a tag-controlled item displays, if the
ship node is configured to capture tags in all operations
performed within the node, or if the buyer on a shipment
mandates it as a part of their inbound compliance. For more
information about capturing tag attributes, see the Sterling
Selling and Fulfillment Foundation: Application Platform
Configuration Guide.

Shipment Details for Outbound Shipment Console Screens
The Shipment Details screen provides shipment information for the selected
shipments. The actions that you can perform in the Shipment Details screen are
explained in the following tables.
Table 298. Shipment Details, Shipment
View Icons

Description

Load

Loads - This icon takes you to the Shipment Loads screen
where you can view any load carrying an outbound
shipment.

Containers

Containers - This icon takes you to the Shipment Containers
screen where you can view all packed containers included in
the outbound shipment.

Instructions

Instructions - This icon takes you to the Shipment
Instructions screen where you can add, modify or delete the
instructions for a shipment.

Audit

Shipment Audits - This icon takes you to the Shipment
Audits screen where you can view audit trail for shipment
modifications.

Shipment Data Types

Shipment Dates - This icon takes you to the Shipment Dates
screen where you can view and modify outbound shipment
dates and delivery dates.

Alert

Alerts - This icon takes you to the Alerts screen where you
can view the alerts for an outbound shipment.
Chapter 29. Outbound Shipment Console Screens

247

Table 298. Shipment Details, Shipment (continued)
Additional Attributes

Additional Attributes - This icon takes you to the Additional
Attributes screen where you can view additional attributes for
the selected shipment.

Activity Demand

Activity Demand - This icon takes you to the Shipment
Activity Demand screen where you can view the shipment's
activity demand.

Actions
Confirm Shipment

This action allows you to manually confirm an outbound
shipment, if the shipment is not automatically confirmed.

Pack Containers

This action takes you to the Pack Containers screen where
you can pack any unpacked items into containers for
shipping.

This action takes you to the Print for an Outbound Shipment
screen where you can print the shipping documents or labels.

Cancel

This action takes you to the Cancel Selected Outbound
Shipments screen where you can cancel an outbound
shipment.

Create Pick List

This action enables you to create a picklist for the selected
shipments, if applicable.

Split Shipment

This action takes you to the Split Outbound Shipment screen
where you can split an outbound shipment.

Create Alert

This action takes you to the Create Alerts for the Selected
Outbound Shipments screen where you can create an alert for
the shipment.

Release From ESP Hold

This action allows you to release a shipment from the ESP
Hold.

Remove From Wave

This action allows you to remove the shipment from a wave.

View Holds

This action takes you to the View Holds screen where you
can view the holds applied to the outbound shipment.

Fields

248

Shipment #

The outbound shipment number.

Shipper's Ref. #

Enter the outbound shipment reference number.

Plan #

The delivery plan number the outbound shipment is
associated with, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

Indicates the buyer associated with the shipment. Click this
link to go to the Organization Details to view the buyer
organization details.

Seller

Indicates the seller associated with the shipment. Click this
link to go to the Organization Details to view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen to view the
node details for the shipment.

Receiving Node

Indicates the node that is receiving the outbound shipment.
Click this link to go to the Ship Node Detail screen to view
the shipment's receiving node details.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 298. Shipment Details, Shipment (continued)
Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits to view shipment status audits. Click
the Work Order Hold icon to go to the View Holds screen
where you can view holds that are applied to the outbound
shipment.

Has Hazardous Items

Indicates if the outbound shipment contains hazardous items.

Break Bulk Node

This field displays only if the shipment belongs to a break
bulk load.
The break bulk node that is receiving the break bulk load
displays.

Table 299. Shipment Details, Execution Attributes
Actions
View Tasks

This action takes you to the Task List screen where you can
view a list of tasks associated with the shipment. For more
information about this, see the section, "Task List".

Fields
Execution Status

The status of wave corresponding to the shipment.

Pack And Hold

Select the check box to pack and hold the outbound
shipment, if applicable.

Shipment Sort Lane

The lane where containers are sorted by shipment, when 'Sort
by Shipment' option is chosen.

Carrier Sort Lane

The lane where containers are sorted by carrier, when 'Sort by
Carrier' option is chosen.

Wave #

The wave number to which the outbound shipment belongs
to.

Has Shortage

Indicates if the outbound shipment has inventory shortage
when included in the wave.

Packed Quantity

Indicates the total quantity packed.

Table 300. Shipment Details, Ship To
View Icon
Address Details

Address Details - Choose this icon to view or modify the
Ship To addresses. For more information about the screen, see
Address Details.

The name and address of the person or organization where the shipment is shipped.
Table 301. Shipment Details, Totals
Fields
Weight

Enter the total weight associated to the shipment in the
appropriate UOM.

Volume

Enter the total volume associated to the shipment in the
appropriate UOM.

No. of Containers

Displays the total number of containers available in the
shipment.

Chapter 29. Outbound Shipment Console Screens

249

Table 302. Shipment Details, Carrier Info
Actions
Manage Special Services

This action takes you to the Special Services List screen where
you can select special services for the carrier.

Fields
Delivery Method

The delivery method for the shipment.

Ship Mode

Select the shipment mode for the shipment. Values include
'LTL', 'TL', 'PARCEL'

Carrier/Service

Select the carrier service for the outbound shipment.

Trailer #

Enter the outbound shipment's trailer number.

BOL #

Enter the outbound shipment's bill of lading number.

Seal #

Enter the outbound shipment's seal number.

Pro #

Enter the PRO number assigned by the carrier to track the
shipment.

Routing Source

Indicates if the routing was either pre-assigned, by the system
or through an external system.

Load #

The outbound shipment's load number.

Routing Error Code

The system automatically displays the routing error code, if
applicable.

Requested Carrier Service

The requested carrier service for the outbound shipment.

Airway Bill #

Indicates the airway bill number for tracking the shipment.
The airway bill is a document of carriage which is issued by
airlines to shippers of cargo. The airway bill number:
v Is an evidence of a contract of carriage.
v Proves receipt of goods for shipment.
v Is a freight bill.

Is Revised

Indicates whether the Ship To address has changed since the
creation of the outbound shipment.

Return Carrier Service

Select the carrier service for the return shipment from the
drop-down list.
Note: If you do not select the carrier service for the return
shipment from the drop-down list, the carrier service used for
an outbound shipment is used for the return shipment.

Table 303. Shipment Details, Charges
View Icon
Charges and Taxes

Charges - This icon takes you to the Charges screen where
you can enter or modify additional charges imposed to the
shipment and/or container.

Fields

250

Carrier Account #

Indicates the carrier account # for the shipment.

Freight Terms

Indicates the freight terms used for the shipment. Valid
values include COLLECT, PREPAID, TP-COLLECT and
TP-PREPAID.

COD Pay Method

Select the COD payment type for the carrier.

Estimated Shipment
Charges

The estimated charge for shipping the outbound shipment.

Actual Shipment Charges

The actual charge for shipping the outbound shipment.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 303. Shipment Details, Charges (continued)
Freight Charge

The charge applied by the carrier for shipping the outbound
shipment.

Table 304. Shipment Details, Shipment Lines
Actions
View Details

This action takes you to the Shipment Line Details for
Outbound Shipment screen where you can view the shipment
line attributes for the selected shipments.

Add Release

This action takes you to the Add Release screen where you
can add an order release line to include in the shipment.

Remove Line

This action allows you remove the selected shipment lines
from the shipment.

Fields
Shipment Line #

Enter the outbound shipment line number.
Click this link to go to the Shipment Line Details for
Outbound Shipment screen to view the shipment line
attributes for the a shipment.
Kit Components icon - This icon takes you to the Logical
Kits screen where you can view the item kit components for
the shipment line.

Order #

Enter the order number being received on the shipment, if
applicable.

Line #

Enter the order line number being received on the shipment,
if applicable.

Release #

Enter the release number, if applicable

Item ID

Enter the item ID for the SKU.

Description

The item's description

Select the product class for the item.

UOM

Select the unit of measure for the item.

Requested Serial #

The serial number requested in the order.
Editable if the order is not available on the system.

Mark For

The mark for address associated with the item.

Quantity

Number of requested units of the item included in the
shipment.

Over Ship Quantity

Indicates quantity of an item over shipped.

Shortage Qty

Indicates the shortage quantity on the order for the item.

Original Qty

Indicates the original quantity on the order for the item.

Chapter 29. Outbound Shipment Console Screens

251

Special Services List
You can select the applicable special services for a carrier.
Table 305. Special Services List
Fields

Description

Special Services

Check the applicable special services for the carrier and click
Save. Valid values are:
v Declared Value Insurance
v Ship Notification
v Adult Signature Required
v Delivery Confirmation
v Saturday Delivery
v Signature Required
v Saturday Pickup
v Tagless COD
v Return Shipping Label Required

Modify Shipment for Outbound Shipment Console Screens
You can modify a shipment in this screen.
Table 306. Modify Shipment
Fields
Carrier/Service

Select the carrier and carrier service used to ship the
outbound shipment.

Expected Ship Date

The date the shipment is estimated to ship on.

Shipment Sort Lane

The lane where containers are sorted by shipment, when 'Sort
by Shipment' option is chosen.

Carrier Sort Lane

The lane where containers are sorted by carrier, when 'Sort by
Carrier' option is chosen.

Address Details for Outbound Shipment Console Screens
You can modify an outbound shipment or container ship to address in this screen.
Table 307. Address Details
Fields

252

Address Line 1

The first address line.

Address Line 2

The second address line, if applicable.

Address Line 3

The third address line, if applicable.

Address Line 4

The fourth address line, if applicable.

Address Line 5

The fifth address line, if applicable.

Address Line 6

The sixth address line, if applicable.

City

The city.

State

The state.

Postal Code

The postal code.

Country/Region

The country or region.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 307. Address Details (continued)
Fields
First Name

The first name.

Middle Name

The middle name.

Last Name

The surname.

Company

The company.

Day Time Phone

The day time phone number.

Evening Phone

The evening phone number.

Mobile Phone

The mobile phone number.

Fax

The fax number.

E-Mail

The e-mail address.

Charges for Outbound Shipment Console Screens
You can modify additional charges imposed to the shipment and/or container in
this screen.
Table 308. Charges, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

The delivery plan number the outbound shipment is
associated with, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer.

Seller

The identifier for the Seller.

Ship Node

The node from where the outbound shipment ships.

Receiving Node

Indicates the node that is receiving the outbound shipment.
Click this link to go to the Ship Node Detail screen to view
the shipment's receiving node details.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits to view shipment status audits.

Has Hazardous Items

Indicates if the outbound shipment contains hazardous items.

Table 309. Charges, Shipment Charges
Fields
Charge Category/Charge
Name

The name of the additional outbound shipment charge.

Estimated Charge

The estimated additional charge for the outbound shipment.

Actual Charge

The actual additional outbound shipment charge.

Table 310. Charges, Container Charges
Fields
Container #

The container number.

Actual Freight Charge

The Carrier's freight charge for shipping the container.

Chapter 29. Outbound Shipment Console Screens

253

Shipment Loads
You can view any load carrying an outbound shipment with the help of this
screen.
Table 311. Loads, Shipment
Fields

Description

Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

The delivery plan number the outbound shipment is
associated with, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer.

Seller

The identifier for the Seller.

Ship Node

The node from where the outbound shipment ships.

Receiving Node

The node that is receiving the outbound shipment.

Status

The outbound shipment status.

Has Hazardous Items

Indicates if the outbound shipment contains any hazardous
item.

Table 312. Loads, Loads
Actions

Description

View Details

The actions lets you view the load details.

Fields
Load #

The load number the outbound shipment belongs to.

Load Type

The load type as per your business practices.

Carrier/Service

The Carrier and Carrier service transporting the load.

Origin

The load's origin location.

Destination

The load's destination location.

Status

The load status.

Shipment Containers
You can view the packed containers included in an outbound shipment in this
screen.
Table 313. Shipment Containers, Shipment

254

Fields

Description

Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

The delivery plan number the outbound shipment is
associated with, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer.

Seller

The identifier for the Seller.

Ship Node

The node from where the outbound shipment ships.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 313. Shipment Containers, Shipment (continued)
Fields

Description

Receiving Node

The node that is receiving the outbound shipment.

Status

The outbound shipment status.

Has Hazardous Items

Indicates if the outbound shipment contains any hazardous
item.

Table 314. Shipment Containers, Containers
Actions

Description

View Details

This action takes you to the Container Details screen where
you can view the container details.

Delete Containers

This action takes you to the Delete Selected Containers where
you can delete the selected containers from the shipment.

Modify Containerization

This action takes you to the Modify Containerization screen.

Fields
Container #

The container number.

Tracking #

The container's tracking number used to track the status and
location of the container.

Container SCM

The shipment container marking.

Net Weight

The net weight.

Gross Weight

The container's total weight (including packaging).

Freight Charge

The charge applied by the Carrier for shipping the container.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment's status audits.

Manifested

Indicates whether the container is manifested.

Shipment Instructions for Outbound Shipments
You can view special instructions pertaining to an outbound shipment, such as
handling instructions in this screen.
Table 315. Shipment Instructions, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

The delivery plan number the outbound shipment is
associated with, if applicable.

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer.

Seller

The identifier for the Seller.

Ship Node

The node from where the outbound shipment ships.

Receiving Node

Indicates the node that is receiving the outbound shipment.
Click this link to go to the Ship Node Detail screen to view
the shipment's receiving node details.

Chapter 29. Outbound Shipment Console Screens

255

Table 315. Shipment Instructions, Shipment (continued)
Fields
Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits to view shipment status audits.

Has Hazardous Items

Indicates if the outbound shipment contains hazardous items.

Table 316. Shipment Instructions, Instructions
Actions
Delete Instruction

This actions lets you delete the selected shipment instructions.

Fields
Instruction Type

The type of instruction, such as Gift, Pick, Pack, Ship, or
Other. This field can be modified.

Text

The specific instructions to be performed on the order line.
This field can be modified.

Shipment Status Audits for Outbound Shipments
You can view any status modifications performed against an outbound shipment
status in this screen.
Table 317. Shipment Status Audits, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

The delivery plan number the outbound shipment is
associated with, if applicable. Click this link to go to the
Select Delivery Plan for an Outbound Shipment screen where
you can add an outbound shipment to a delivery plan.

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer. Click this link to go to the
Organization Details screen where you can view the buyer
organization details.

Seller

The identifier for the Seller. Click this link to go to the
Organization Details screen where you can view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen where you can
view the node details for the shipment.

Destination

The outbound shipment's destination.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment's status audits.

Table 318. Shipment Status Audits, Shipment Status Audits
Fields

256

Modified By

The user who performed the modification.

Old Status

The outbound shipment status before the status modification.

Old Status Date

The date the outbound shipment entered the old status.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 318. Shipment Status Audits, Shipment Status Audits (continued)
Fields
New Status

The outbound shipment status after the status modification.

New Status Date

The date the status modification was made.

Reason Code

The reason for the modification.

Reason Text

Additional information as to why the modification was made.

Shipment Dates for Outbound Shipments
You can change dates pertaining to the outbound shipment, such as shipment
dates and delivery dates in this screen.
Table 319. Shipment Dates, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer. Click this link to go to the
Organization Details screen where you can view the buyer
organization details.

Seller

The identifier for the Seller. Click this link to go to the
Organization Details screen where you can view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen where you can
view the node details for the shipment.

Receiving Node

The node that is receiving the outbound shipment.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment's status audits.

Has Hazardous Items

Indicates if the outbound shipment contains any hazardous
item.

Table 320. Shipment Dates, System Dates
Fields
Requested Shipment Date

The requested shipment date.

Expected Shipment Date

The expected shipment date.

Actual Shipment Date

The actual shipment date.

Requested Delivery Date

The requested delivery date.

Expected Delivery Date

The expected delivery date.

Actual Delivery Date

The actual delivery date.

Chapter 29. Outbound Shipment Console Screens

257

Table 321. Shipment Dates, New Dates
Fields
Date Type

The date type. For example, Shipment or Delivery.

Requested

The Buyer requested date for the date type. This field can be
modified.

Expected

The expected date for the date type. This field can be
modified.

Actual

The actual date for the date type. This field can be modified.

Alerts for Outbound Shipments
You can view shipment alerts in this screen.
Table 322. Shipment Alerts, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer. Click this link to go to the
Organization Details screen where you can view the buyer
organization details.

Seller

The identifier for the Seller. Click this link to go to the
Organization Details screen where you can view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen where you can
view the node details for the shipment.

Receiving Node

The node that is receiving the outbound shipment.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment's status audits.

Has Hazardous Items

Indicates if the outbound shipment contains any hazardous
item.

Table 323. Shipment Alerts, Alert List
Actions
View Details

This action allows you to view alert details. For more
information about alerts, see the Sterling Selling and Fulfillment
Foundation: Application Platform User Guide.

Fields

258

Alert ID

The alert ID.

Type

The type of alert raised. For example, ON_FAILURE or
FAILED_AUTH. For more information about alerts, see the
Sterling Selling and Fulfillment Foundation: Application Platform
User Guide.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 323. Shipment Alerts, Alert List (continued)
Description

A brief description of the alert.

Queue

The queue the alert has been assigned to.

Priority

The alert priority.

Owner

The user who is handling the alert.

Raised On

The date the alert was raised.

Additional Attributes for Outbound Shipment
You can view shipment additional attributes in this screen.
Table 324. Additional Attributes, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer. Click this link to go to the
Organization Details screen where you can view the buyer
organization details.

Seller

The identifier for the Seller. Click this link to go to the
Organization Details screen where you can view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen where you can
view the node details for the shipment.

Receiving Node

Indicates the node that is receiving the outbound shipment.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment's status audits.

Has Hazardous Items

Indicates if the outbound shipment contains hazardous items.

Table 325. Additional Attributes, Additional Attributes
Fields
Overage Allowed

Indicates whether the overage is allowed.
For outbound shipments, overage means shipping more than
was initially intended in a shipment.
For inbound shipments, overage means receiving more than
the expected quantity in a shipment.

Manually Entered

Indicates whether the shipment was manually entered, or
generated automatically.

Order Available On System Indicates whether the order that is associated with the
shipment is available in Sterling Selling and Fulfillment
Foundation, or if it only exists in an external system.

Chapter 29. Outbound Shipment Console Screens

259

Table 325. Additional Attributes, Additional Attributes (continued)
Fields
Case Content Verification
Not Required

Indicates whether the case content verification is required for
this shipment.

Pallet Content Verification
Not Required

Indicates whether the pallet content verification is required
for this shipment.

Shipment Entry Overridden Indicates whether the shipment entry is allowed.
Gift

Indicates whether the shipment line is a gift.

Shipment Activity Demand for Outbound Shipment
You can view activity demand for the selected outbound shipments in this screen.
Table 326. Shipment Activity Demand
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer. Click this link to go to the
Organization Details screen where you can view the buyer
organization details.

Seller

The identifier for the Seller. Click this link to go to the
Organization Details screen where you can view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen where you can
view the node details for the shipment.

Receiving Node

Indicates the node that is receiving the outbound shipment.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment's status audits.

Has Hazardous Items

Indicates if the outbound shipment contains hazardous items.

Table 327. Shipment Activity Demand, Activity Demand List
Actions

260

Delete

This action allows you to delete the selected activity
demands.

Shipment Line #

The outbound shipment line number.

Location ID

The item location in the node.

Activity Code

The activity to be performed on items belonging to the work
order.

Pallet Id

The pallet LPN that belong to the work order.

Case Id

The case LPN that belong to the work order.

Item ID

The items that belong to the work order.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 327. Shipment Activity Demand, Activity Demand List (continued)
Priority

Indicates the priority of the demand.

Demand Quantity

Indicates whether the demand is satisfied or not.

Satisfied Quantity

The extent to which the demand is satisfied.

Demand Satisfied

Indicates whether the demand is satisfied or not.

Shipment Audits for Outbound Shipment
You can view any modifications performed by the user through the Application
Console against an outbound shipment in this screen.
Table 328. Shipment Audits, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

The delivery plan number with which the outbound
shipment is associated, if applicable. Click this link to go to
the Select Delivery Plan for an Outbound Shipment screen
where you can add an outbound shipment to a delivery plan.

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer. Click this link to go to the
Organization Details screen where you can view the buyer
organization details.

Seller

The identifier for the Seller. Click this link to go to the
Organization Details screen where you can view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen where you can
view the node details for the shipment.

Receiving Node

The node that is receiving the outbound shipment.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment's status audits.

Has Hazardous Item

Indicates if the shipment has any hazardous item.

Table 329. Shipment Audits, Shipment Audits
Fields
Date

The date and time on which the shipment was modified.

Modified By

The user who performed the modification.

Context

The modifications carried out against the shipment.

Modification

The attribute that was modified for the shipment.

Old Value

The attribute value before making the modifications.

New Value

The attribute value after it was modified.

Reason Code

The reason for the modification.

Reason Text

Additional information as to why the modification was made.

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Table 330. Shipment, Shipment Line Audits
Fields
Date

The date and time on which the shipment line was modified.

Modified By

The user who performed the modification.

Context

The modifications carried out against the shipment line.

Line #

The shipment line number that was modified.

Modification

The attribute that was modified for the shipment line.

Old Value

The attribute value before making the modifications.

New Value

The attribute value after it was modified.

Reason Code

The reason for the modification.

Reason Text

Additional information as to why the modification was made.

Logical Kits for Outbound Shipment
You can view the kit components for a logical kit in this screen.
Table 331. Shipment Line Details, Shipment Line
Fields
Shipment Line #

The shipment line number.

Shipment #

The outbound shipment number.

Enterprise

The Enterprise associated with the shipment.

Order #

The order number to which the outbound shipment line
belongs.

Order Line #

The order line number to which the outbound shipment line
belongs.

Release #

The order release number to which the outbound shipment
line belongs.

Item ID

The outbound shipment line item's item ID.

Description

The item's description.

Is Hazardous Item

Displays 'Y' if the item is a hazardous item, or 'N' if it is not a
hazardous item.

Product Class

The outbound shipment line item's product class.

Unit of Measure

The outbound shipment line item's unit of measure.

Requested Serial #

The serial number requested in the order.

Quantity

Number of requested units of the item included in the
shipment.

Over Ship Quantity

Indicates quantity of an item over shipped.

Original Qty

Indicates the original quantity on the order for the item.

Table 332. Shipment Line Details, Line Attributes
Fields
Segment Type

262

Segment type of the item. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 332. Shipment Line Details, Line Attributes (continued)
Fields
Segment #

Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

COO

The country or region of origin.

FIFO #

FIFO number is a date based inventory attribute that helps
understand the order in which stock arrived at the node. This
is used to send out items that arrived first than the ones that
arrived later.

Net Weight

The net weight.

Net Weight UOM

The net weight unit of measure.

Wave #

The wave number.

Customer PO #

The customer's purchase order number.

Table 333. Shipment Line Details, Kit Components
Actions
View Details

This action takes you to the Shipment Line Details for
Outbound Shipment screen where you can view the shipment
line details.

Fields
Item ID

The item ID for the SKU.

Description

Description of the item.

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

UOM

The item's unit of measure.

Qty Per Kit

Number of units of the item included in the kit.

Wave #

The wave number associated with the shipment line.

Quantity

Number of units of the item included in the shipment.

Pack Containers for Outbound Shipment
(Applicable only for IBM Sterling Distributed Order Management, IBM Sterling
Supply Collaboration, and IBM Sterling Reverse Logistics)
You can pack any unpacked items into containers for shipping in this screen.
Table 334. Pack Container, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

Enterprise

The Enterprise associated with the shipment.

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Table 334. Pack Container, Shipment (continued)
Fields
Buyer

The identifier for the Buyer. Click this link to go to the
Organization Details screen where you can view the buyer
organization details.

Seller

The identifier for the Seller. Click this link to go to the
Organization Details screen where you can view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen where you can
view the node details for the shipment.

Destination

The outbound shipment's destination.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment's status audits.

Table 335. Pack Container, Ship To
The address the shipment is shipped to.
Click the Address Details icon to go to the Address Details screen where you can modify
the ship to address.
Table 336. Pack Container, Container Details
Fields

264

Container Type

Select whether the container is a case or pallet.

Container SCM

Enter the shipment container marking number of the case or
pallet.

Tracking #

Enter the container's tracking number used to track the
container's status and location.

Declared Value

Enter the declared value used to calculate customs charges.
This field is only applicable to international shipments.

Gross Weight

Enter the weight of the container plus its contents.

Net Weight

Enter the net weight of the container.

Height

Enter the height of the container.

Width

Enter the width of the container.

Length

Enter the length of the container.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 337. Pack Container, Unpacked Items
Fields
Tag/Serial

This column displays only if the item is tag-controlled or
serial tracked. The column label that displays is the name of
the unique identifier you have defined (for example, Lot #). If
you have defined more than one unique identifier, the label
that displays is Tag #. To view the details associated with the
container line, click the hypertext link.
The tag details for a tag-controlled item displays, if the ship
node is configured to capture tags in all operations performed
within the node, or if the buyer on a shipment mandates it as
a part of their inbound compliance. For more information
about capturing tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.

Order #

The order number associated with the unpacked items.

Line #

The order line number to which the line item packaged in the
container belongs to.

Release #

The order release number to which the unpacked line item
belongs.

Item ID

The item ID of the unpacked line item.

The product class of the unpacked line item.

UOM

The unit of measure of the unpacked line item.

Quantity

The quantity associated with the unpacked items.

Pack Quantity

Enter the item quantity you can pack in the container.

If the item is serial-controlled, an additional field is displayed to let you enter the
serial number.
Table 338. Pack Container, Serial Range
Field

Description

Serial #

Enter the serial number of the item.
Click the Add icon to add a new serial number.
Click the Toggle icon to go to the serial range panel, where
you can enter the serial range of the items.

From Serial #

Enter the start serial number.

To Serial #

Enter the end serial number.
Click the Add icon to add a new serial range.

Note: While packing whenever there is requested serial defined in shipment lines
of the outbound shipment, the 'Enter serial range' button is not displayed in the
screen.
Note: For a serial tracked or serialized item, if secondary serials are defined and
secondary information is not provided, then in such scenario the 'Entry Serial
Range' button is not provided in the screen.

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265

Packing a Container for Outbound Shipment
You can pack any unpacked items into containers for shipping in this screen. For
more information on this, see the section "Pack or Unpack".

Print for an Outbound Shipment
You can print documents or labels and apply to an outbound shipment with the
help of this screen.
Table 339. Print
Fields
Print Service Name

Choose the applicable document or label you want to print.

Printer Name

Choose the printer to print the document or label from.

No. of Copies

Enter the total number of copies of the document or label to
print.

Cancel Selected Outbound Shipments
This screen allows you to cancel the selected outbound shipments.
Table 340. Cancel Selected Shipments
Fields
Backorder cancelled
quantity

Select if the quantity that was cancelled from a shipment
must be backordered.

Cancellation Reason Code

Select the applicable reason code for cancellation.

Reason Text

Enter reason for cancellation of the outbound shipment.

Split Outbound Shipment
Use this screen to split an outbound shipment.
Table 341. Split Shipment, Shipment
Fields

266

Shipment #

The outbound shipment number.

Shipper’s Ref. #

The outbound shipment reference number.

Plan #

Enterprise

The Enterprise associated with the shipment.

Buyer

The identifier for the Buyer. Click this link to go to the
Organization Details screen where you can view the buyer
organization details.

Seller

The identifier for the Seller. Click this link to go to the
Organization Details screen where you can view the seller
organization details.

Ship Node

The node from where the outbound shipment ships. Click
this link to go to the Ship Node Detail screen where you can
view the node details for the shipment.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 341. Split Shipment, Shipment (continued)
Fields
Destination

The outbound shipment’s destination.

Status

The outbound shipment status. Click this link to go to the
Shipment Status Audits screen where you can view the
shipment’s status audits.

Table 342. Split Shipment, Shipment Lines
Actions
Split Lines

This action takes you to the Split Shipment Lines where you
can split the selected shipment line or container lines.

Fields
Shipment Line #

The line number on the shipment for the item.

Order #

The order number to which the shipment line belongs

Line #

The line number to which the shipment line belongs.

Release #

The order release number to which the shipment line belongs.

Item ID

The item ID for the SKU.

Description

The item’s description.

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

UOM

The item’s unit of measure.

Mark For

The net weight of item expected

Quantity

Number of units of the item included in the shipment.

Split Qty

Enter the number of units of the item to be split.

Table 343. Split Shipment, Shipment Containers
Actions
Split Containers

This action takes you to the Split Shipment Lines where you
can split the selected shipment line or container lines.

Fields
Container #

The container number.

Tracking #

The tracking number used to track a container during the
shipment process.

Container SCM

The shipment container marking.

Net Weight

The container’s net weight.

Gross Weight

The container’s total weight (including packaging).

Freight Charge

The charge applied by the Carrier for shipping the container.

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267

Split Shipment Lines
Use this screen to split a shipment or container lines in this screen.
Table 344. Split Shipment, Shipment
Fields

Description

Shipment #

The shipment number associated with the outbound
shipment is automatically generated and populated by the
system.
Enter the outbound shipment number, if applicable.

Create Alerts for the Selected Outbound Shipments
You can create alerts for the selected outbound shipments in this screen. For field
value descriptions, see the Shipment Alerts, Shipment and Shipment Alerts, Alert
List tables.

Ship Node Detail for Outbound Shipment
You can view the ship node details for an inbound shipment in this screen.
Table 345. Ship Node Details, Ship Node
Fields
Ship Node

The node from where the outbound shipment ships.

Description

A brief description of the ship node.

Interface

The interface the node uses to communicate with the system.

Parent Organization

The organization that owns the ship node.

Parent Organization Name

The name of the parent organization.

Identified By Parent As

The node ID as it is seen by the parent organization.

GLN

The GLN number.

Table 346. Ship Node Detail, Ship Node Address
The ship node's address.
Table 347. Ship Node Detail, Contact Address
The contact address for the ship node.

Organization Details for Outbound Shipment Console Screens
You can view an organization's details in this screen.
Table 348. Organization Details
Field

Description

Organization Information

268

Organization Code

The code that identifies the organization.

Organization Name

The name of the organization.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 348. Organization Details (continued)
Field

Description

DUNS Number

The unique nine-digit identification sequence which provides
unique identifiers of single business entities. Sterling Selling
and Fulfillment Foundation does not associate any logic with
the DUNS number.

Account Number With Hub If the organization is not the Hub, the account number that
the organization has with the Hub.
Primary Enterprise

The primary enterprise of the organization.

Primary URL

Enter the URL of the organization's Internet address, if
applicable.

Primary Contact Address
This inner panel displays the current primary contact address for this organization. Click
the Address Details icon to view the Primary Contact Address Details. For more
information about the Primary Contact Address Details window, see Address Details.
Corporate Address
This inner panel displays the current corporate address for this organization. Click Address
Details icon to view the Corporate Address Details. For more information about the
Corporate Address Details window, see Address Details.

Select Delivery Plan for an Outbound Shipment
You can add an outbound shipment to a delivery plan in this screen.
Table 349. Select Delivery Plan
Fields
Plan #

Enter the plan number of the delivery plan you want to add
the outbound shipment to.

Plan Name

Enter the name of the delivery plan you want to add the
outbound shipment to.

Plan Date

Enter the date range through which the delivery plan you are
adding the outbound shipment to is valid.

Shipment Line Details for Outbound Shipment
You can view an outbound shipment line details in this screen.
Table 350. Shipment Line Details, Shipment Line
Fields
Shipment Line #

The shipment line number.

Shipment #

The outbound shipment number.

Enterprise

The Enterprise associated with the shipment.

Order #

The order number to which the outbound shipment line
belongs.

Order Line #

The order line number to which the outbound shipment line
belongs.

Release #

The order release number to which the outbound shipment
line belongs.

Item ID

The outbound shipment line item's item ID.
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269

Table 350. Shipment Line Details, Shipment Line (continued)
Fields
Description

The item's description.

Is Hazardous Item

Displays 'Y' if the item is a hazardous item, or 'N' if it is not a
hazardous item.

Product Class

The outbound shipment line item's product class.

Unit of Measure

The outbound shipment line item's unit of measure.

Requested Serial #

The serial number requested in the order.

Quantity

Number of requested units of the item included in the
shipment.

Over Ship Quantity

Indicates quantity of an item over shipped.

Original Qty

Indicates the original quantity on the order for the item.

Table 351. Shipment Line Details, Line Attributes
Fields
Segment Type

The item's segment type. A segment type indicates an
inventory category. Typical values are MTC - Made To
Customer or MTO - Made to Order.

Segment

The item's segment number. A segment holds either the
specific buyer or specific order number that requires
dedication.

COO

The country or region of origin.

FIFO #

The FIFO number is a date based inventory attribute that
helps understand the order in which stock arrived at the
node. This is used to send out items that arrived first than
the ones that arrived later.

Net Weight

The net weight.

Net Weight UOM

The net weight unit of measure.

Wave #

The wave number.

Customer PO #

The customer's purchase order number.

Table 352. Shipment Line Details, Requested Tag
Fields
Tag Identifiers

The requested tag identifiers for this shipment line.

Tag Attributes

The requested tag attributes for this shipment line.

Table 353. Shipment Line Details, Actual Tag
Actions
Delete

This action deletes the specified tag quantity from the
shipment line.

Fields
The attributes shown here depend on the tag identifiers and attributes configured.
Quantity

270

Indicates the quantity on the order with this tag criteria.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Add Release
You can add an order release line to be included in an outbound shipment in this
screen. For more information, see the Sterling Selling and Fulfillment Foundation:
Distributed Order Management User Guide.

Create Wave for Selected Shipment Group
You can create wave for the selected shipment group in this screen.
Table 354. Create Wave
Fields
Node

Node associated with the wave.

Create New Wave With
Shipment Group

Select the shipment group for the wave.

Add To Wave #

Choose this option to add shipment to an existing wave
number.
You can also click the Lookup icon to select a wave number.

Consider

Select one of the following options:
All Eligible Shipments - Choose this to select all the
shipments.
First Shipments based on Expected Ship Date - Choose this to
select the first shipments based on the expected ship date.

Containers for Outbound Shipment
A container is the physical packaging of outbound shipment line items included in
a shipment. Cartons and pallets are examples of containers. You can use the
Outbound Shipment Console to search for individual containers and view details
such as container dimensions and line items packed in the container.

Container Search By All Attributes
You can search for containers by all attributes with the help of this screen.
Table 355. Container Search By All Attributes
Fields

Description

Document Type

Select the appropriate document type to search for, if
applicable

Order #

Enter the order number you are searching for, if applicable.

Shipment #

Enter the outbound shipment number you are searching for,
if applicable.

Container #

Enter the container number you are searching for, if
applicable.

Container Type

Enter the type of containers you are searching for, if
applicable.

Tracking #

Enter the tracking number you want to search for containers
under, if applicable.

Item ID

Enter the item ID included in the containers you are
searching for, if applicable.
Chapter 29. Outbound Shipment Console Screens

271

Table 355. Container Search By All Attributes (continued)
Fields

Description

Container SCM

Enter the container SCM number you are searching for, if
applicable.

Has Hazardous Items

Select this check box to search for containers containing
hazardous items, if applicable.

Containers With Logical
Kits Only

Select this if you want to search for containers only with
logical kits, if applicable.

Max Records

Enter the maximum number of outbound shipments you
want returned from your search.

Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.
The Container List screen displays as a result of outbound container search by all
attributes.

Container Search By Status
You can search for containers that fall within a particular status with the help of
this screen.
Table 356. Container Search By Status
Fields

Description

Document Type

Select the appropriate document type to search for, if
applicable.

Node

Select the node for which you want to search.

Shipment #

Enter the outbound shipment number you are searching for,
if applicable.

Container #

Enter the container number you are searching for, if
applicable.

Container Type

Enter the type of containers you are searching for, if
applicable.

Container Contains

Select the container quantity you are searching for, if
applicable.

Status

Select the status range of the container you want to search
for, if applicable.

Carrier/Service

Select the carrier/service you are searching for, if applicable.

Container Group

Select the container group you are searching for, if applicable.

Wave #

Enter the wave number you are searching for, if applicable.

Outermost Containers Only Select check box to search for outermost containers only, if
applicable.
Unmanifested Containers
Only

Select check box to search for unmanifested containers only, if
applicable.

Max Records

Enter the maximum number of outbound shipments you
want returned from your search.

Do not use spaces before or after any text you enter in the search fields, as this
may result in inconsistent or inaccurate results.

272

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

The Container List screen displays as a result of outbound container search by
status.

Container List for Outbound Shipment
The Container List window displays the results of a container search. You can
perform actions on a single container or multiple containers by selecting the check
boxes of the containers you want to perform an action on and choosing the
applicable action from the action bar.
Table 357. Container List
Actions
View Details

This action takes you to the Container Details screen where
you can view the container details.

Pack/Unpack

This action takes you to the Pack or Unpack screen where
you can pack or unpack a container.

This action takes you to the Print for an Outbound Shipment
screen where you can print the container's documents or
labels.

Delete

This action lets you delete an inbound container.

Void Tracking#

This action lets you void a container's tracking number.

Fields
Container #

The container number.

Shipment #

The shipment number of the shipment the container belongs
to.

Status

The container status.

Manifested

Indicates whether the container is manifested.

Container Type

Indicates whether it is a Pallet or Carton.

Tracking #

The tracking number used to track a container during the
shipment process.

Container SCM

The shipment container marking.

Ship Date

The date the container ships on.

Container Details for Outbound Shipment
The Container Details screen provides container information associated with the
shipment. The actions that can be performed in the Container Details screen are
explained in the following tables.
Table 358. Container Details, Container
View Icon

Description

Audit

Status Audits - This icon takes you to the Container Status
Audits where you can view the container's status audits.

Activity Demand

Container Activity List - This icon takes you to the Container
Activity List where you can view activities performed against
an outbound container.

Actions
Pack/Unpack

This action takes you to the Pack or Unpack screen where
you can pack or unpack a container.

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273

Table 358. Container Details, Container (continued)
Print

This action takes you to the Print for an Outbound Shipment
screen where you can print the shipping documents or labels.

Void Tracking #

This action takes lets you void a container's tracking number.

View Return Tracking
Numbers

This action takes you to the Container Return Tracking
Numbers screen where you can view the list of return
tracking numbers associated to a container.

Fields
Container #

The container number.

Container Type

The type of container used. For example, Carton or Pallet.

Container Group

The container group to which the container belongs to. Valid
values are: SHIPMENT, LOAD, or INVENTORY.

Parent Container #

The parent container #. This field displays only if the
container is a child container.

Parent Container Type #

The type of parent container used. For example, Carton or
Pallet. This field displays only if the container is a child
container.

Parent Container Group #

The container group to which the container belongs to. Valid
values are: SHIPMENT, LOAD, or INVENTORY. This field
displays only if the container is a child container.

Container SCM

The shipment container marking number of the case or pallet.

Shipment #

The outbound shipment number.

Load #

The load number associated with the container. This field
displays only if the container belongs to a load.
Click this link to go to the Load Details screen to view the
load details associated with the container. For more
information, see the Sterling Selling and Fulfillment Foundation:
Logistics Management User Guide.

Table 359. Container Details, Execution Details
Fields
Container Location

Indicates the location where the container is available.

Container Status

Indicates the current status of the container.

Is Manifested

Indicates whether the container is manifested.

Table 360. Container Details, Container Info
Fields

274

Carrier/Service

The Carrier and Carrier service shipping the container.

Tracking #

The container's tracking number used to track the container's
status and location.

Gross Weight

The weight of the container plus its contents.

COD Pay Method

The COD payment type.

Return Tracking #

The return tracking number associated with the container.

Net Weight

The container's content's weight.

COD Amount

The COD amount.

Size

The size of the container.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 360. Container Details, Container Info (continued)
Fields
Actual Weight

The actual weight of the container.

Actual Freight Charge

The actual freight charges for the carrier or service

Length

The length of the container.

Billed Weight

The billed weight.

Special Services Surcharges

The special services surcharges.

Width

The width of the container.

Has Hazardous Items

Indicates if the container contains hazardous items.

Declared Insurance Value

The value used to calculate customs charges. This field is
only applicable to international shipments.

Height

The height of the container.

Table 361. Container Details, Container Line Details
Fields
Tag Details

This column displays only if the item is tag-controlled or
serial tracked. The column label that displays is the name of
the unique identifier you have defined (for example, Lot #). If
you have defined more than one unique identifier, the label
that displays is Tag #.
The tag details for a tag-controlled item displays, if the ship
node is configured to capture tags in all operations performed
within the node, or if the buyer on a shipment mandates it as
a part of their inbound compliance. For more information
about capturing tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
Click this link to go to the Serial Details screen to the serial
details for the container line.

Order #

The order number to which the line item packaged in the
container belongs.

Line #

The order line number of the line item packaged in the
container.

Release #

The order release number to which the line item packaged in
the container belongs.

Item ID

The item ID of the line item packaged in the container.

The product class of the line item packaged in the container.

UOM

The unit of measure of the line item packaged in the
container.

Description

The item's description.

Quantity

The quantity of the line item to be packaged into the
container.

Packed Quantity

The actual quantity of the line item packaged into the
container.

Chapter 29. Outbound Shipment Console Screens

275

Table 362. Container Details, Inner Pack Details
Fields
Tag Details

Click the Plus icon to view and hide tag information of an
inner pack.
The tag details for a tag-controlled item displays, if the ship
node is configured to capture tags in all operations performed
within the node, or if the buyer on a shipment mandates it as
a part of their inbound compliance. For more information
about capturing tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.

Item ID

The item's item ID.

The item's product class.

UOM

The item's unit of measure.

Description

A brief description of the item.

Inner Pack Quantity

The item quantity contained in each inner pack.

No Of Inner Packs

The total number of inner packs packaged into the container.

Table 363. Container Details, Child Containers
Fields
Container #

The container number.

Status

The container status.

Container Type

The type of container used. For example, Carton or Pallet.

Tracking #

The container's tracking number used to track the status and
location of the container.

Container SCM

The shipment container marking.

Container Return Tracking Numbers
You can view the outbound container return tracking nu
Table 364. Container Return Tracking Numbers, Container

276

Fields

Description

Container #

The container number.

Container Type

The type of container used. For example, Carton or Pallet.

Container Group

The container group to which the container belongs to. Valid
values are: SHIPMENT, LOAD, or INVENTORY.

Container SCM

The shipment container marking number of the case or pallet.

Shipment #

The outbound shipment number.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 365. Container Return Tracking Numbers, Container Return Tracking Numbers
Actions

Description

This action takes you to the Print screen where you can print
the return labels corresponding to the return tracking
numbers.
You must select the Return Tracking Number and click Print.
If you select the ReprintCarrierLabel service, the return label
will be reprinted.
Note: You must select the Return Tracking Numbers one at a
time.

Fields
Return Tracking Number

Displays the outbound container return tracking numbers.

Serial Details for Outbound Shipment Console Screens
You can view an outbound container serial details in this screen.
Table 366. Serial Details, Serial Information
Fields
Node

Node associated with the item.

Location

Location associated with the item.

Case ID

Case LPN associated with the container.

Pallet ID

Pallet LPN associated with the container.

Serial #

The serial number associated with the container items.

Table 367. Serial Details, Child Serials
Fields
Secondary Serial #1

Component serial number of the item.

Secondary Serial #2

Component serial number of the item.

Secondary Serial #3

Component serial number of the item.

Secondary Serial #4

Component serial number of the item.

Secondary Serial #5

Component serial number of the item.

Secondary Serial #6

Component serial number of the item.

Secondary Serial #7

Component serial number of the item.

Secondary Serial #8

Component serial number of the item.

Secondary Serial #9

Component serial number of the item.

Container Status Audits for Outbound Shipment Console Screens
You can view any status modifications performed against an outbound container
status in this screen.
Table 368. Container Status Audits, Container
Fields
Container #

The outbound container number.

Container Type

The outbound container type. Valid values are: Pallet or Case.

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Table 368. Container Status Audits, Container (continued)
Fields
Container Group

The container group to which the container belongs to. Valid
values are: SHIPMENT, LOAD, or INVENTORY.

Parent Container #

The parent container number.
This field displays only if the container is a child container.

Parent Container Type

The type of parent container used. For example, Case or
Pallet.
This field displays only if the container is a child container.

Parent Container Group

The container group to which the container belongs. Valid
values are: SHIPMENT, LOAD, or INVENTORY.
This field displays only if the container is a child container.

Container SCM

The shipment container marking number of the case or pallet.

Shipment #

The outbound shipment number.
Click this link to go to the Shipment Details screen and view
the outbound shipment details.

Table 369. Container Status Audits, Container Status Audits
Fields
Modified By

The user who performed the modification.

Old Status

The outbound shipment status before the status modification.

Old Status Date

The date the outbound shipment entered the old status.

New Status

The outbound shipment status after the status modification.

New Status Date

The date the status modification was made.

Reason Code

The reason for the modification.

Reason Text

Additional information as to why the modification was made.

Container Activity List
You can view details about the outbound container activities in this screen.
Table 370. Container Activity List, Container
Fields

Description

Container #

The outbound container number.

Container Type

The outbound container type. Valid values are: Pallet or Case.

Container Group

The group to which the container belongs. Valid values are:
SHIPMENT, LOAD, or INVENTORY.

Parent Container #

The parent container number.
This field displays only if the container is a child container.

Parent Container Type

The type of parent container used. For example, Case or
Pallet.
This field displays only if the container is a child container.

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Table 370. Container Activity List, Container (continued)
Fields

Description

Parent Container Group

The group to which the parent container belongs. Valid
values are: SHIPMENT, LOAD, or INVENTORY.
This field displays only if the container is a child container.

Container SCM

The shipment container marking number of the case or pallet.

Shipment #

The outbound shipment number identifying the shipment to
which this container belongs.
Click this link to go to the Shipment Details screen and view
the details about this outbound shipment.

Table 371. Container Activity List, Container Activities
Fields

Description

Date

The date and time when the activity was performed for this
container.

Recorded By

The user who performed the activity.

Activity Code

Identifies the activity that was performed.

Location ID

Indicates the location where the activity was performed in the
node.

Node

Indicates the node where the activity was performed.

Address

Indicates the address where the activity was performed.

Is An Exception

Indicates if the activity recorded is an exception to typically
performed activities.

Notes

Any additional information about the activity execution.

Pack or Unpack for Outbound Shipment Console Screens
You can pack or unpack a container in this screen. For more information about
packing a container, see the section, "Pack or Unpack".

Delete Selected Containers
You can delete selected container from the shipment in this screen.
Table 372. Delete Selected Containers, Delete
Fields

Description

Remove quantity from
shipment line

Select the check box to remove the quantity from shipment
line.

Backorder removed
quantity

Select the check box to remove backorder quantity.

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Modify Containerization
You can modify the containerized quantity in this screen.
Table 373. Modify Containerization, Container
View Icon

Description

Audit

This icon takes you to the Container Status Audits screen
where you can view a list of status audits that you modified
for an outbound container.

Fields
Container #

The container number.

Shipment #

The outbound shipment the container belongs to.

Container Type

The type of container used. For example, Carton or Pallet.

Ship Date

The date by which the container must ship.

Container Group

The container group to which the container belongs to. Valid
values are: SHIPMENT, LOAD, or INVENTORY.

Manifested

Indicates whether the container is manifested.

Remove quantity from
shipment line

Select check box to remove quantity from the shipment line.

Ship To

The address the container is shipped to.

Table 374. Modify Containerization, Ship To
Description
The address the shipment is shipped to.
Click the Address Details icon to go to the Address Details screen where you can modify
the ship to address.
Table 375. Modify Containerization, Container Info

280

Fields

Description

Carrier/Service

The Carrier and Carrier service used to ship the container.

Tracking #

The container's tracking number used to track the container's
status and location.

Pallet/Carton SCM

The shipment container marking number of the pallet or
carton.

Declared Value

The value used to calculate customs charges. This field is
only applicable to international shipments as it is insured.

Gross Weight

The gross weight of the container.

Actual Weight

The actual weight of the container.

Size

The size of the container.

Length

The length of the container.

Width

The width of the container.

Height

The height of the container.

Net Weight

The net weight of the container.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 376. Modify Containerization, Container Line Details
Fields

Description

Tag Details

Order #

The order number to which the line item packaged in the
container belongs.

Line #

The container line number and the order line number of the
line item packaged in the container.

Release #

The order release number to which the line item packaged in
the container belongs.

Item ID

The item ID of the line item packaged in the container.

The product class of the line item packaged in the container.

UOM

The unit of measure of the line item packaged in the
container.

Description

Description of the item.

Ship By Date

The date by which the container line must be shipped.

Containerized Quantity

Enter or modify the containerized quantity. If containers are
short picked, you can resolve short pick by modifying the
containerized quantity. For more information, see the Resolve
Short Picked Containers screen.

Packed Quantity

The quantity of the line item packaged in the container.

Table 377. Modify Containerization, Execution Details
Fields

Description

Location

The outbound container present in location.

Status

The outbound container execution status.

Table 378. Modify Containerization, Child Containers
Fields

Description

Container #

The container number.

Status

The container status.

Container Type

The type of container used. For example, Carton or Pallet.

Tracking #

The container's tracking number used to track the status and
location of the container.

Container SCM

The shipment container marking.

The Modify Container action is only available when that container belongs to a
Sterling Warehouse Management System Node.
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281

Resolve Short Picked Containers
About this task
Short picked containers can be resolved manually by requesting the system to pack
additional inventory into the containers or modifying the containerization quantity
on the container and backordering due to inadequate inventory.

Procedure
1. Click Short Picked link in the Container Details screen.
2. Modify the Containerized Quantity.
3. Click Save. The status changes to Short Pick Resolved.

Dock Appointment Sea rch By All Attributes for Outbound Shipment
Use this screen to search for dock appointments by all attributes.
Table 379. Dock Appointment Search By All Attributes
Fields
Node

The node associated with the docks displays.

Start Date

The start date is defaulted to the current date.
Enter the start date of the appointment for which you are
searching, if applicable.
Choose the calendar lookup to change the date.

Number of Days To
Display

Enter the maximum number of days to be displayed on the
dock schedule calendar as a result of your search, if
applicable. By default, the value displayed is 5.

Location

Enter the dock location, if applicable.
Choose the lookup option to search for dock locations.

Inbound Delivery

Check this checkbox to search for inbound docks, if
applicable.

Outbound Pickup

Check this checkbox to search for outbound docks, if
applicable.

Appointment #

Enter the appointment number for which you are searching,
if applicable.

Shipment #

Enter the shipment number for which you are searching for
the dock appointment, if applicable.

Order #

Enter the order number for which you are searching for the
dock appointment, if applicable.

Load #

Enter the load number for which you are searching for the
dock appointment, if applicable.

Carrier

Enter the carrier for which you are searching for the dock
appointment, if applicable.

BOL #

Enter the bill of lading number for which you are searching
for the dock appointment, if applicable.

The Dock Schedule Details screen displays as a result of your dock appointment
search by all attributes.

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Dock Schedule Details for Outbound Shipment
This screen provides visibility to the dock appointment calendar, and displays
inbound, outbound, and both inbound and outbound docks with their:
v Available time slots for creating new appointments.
v Unavailable time slots due to calendar constraints.
v Unavailable time slots due to appointments already taken.
Table 380. Dock Schedule Details, Dock Availability
Actions
Manage Dock Group

This action button takes you to the Dock Group Details
screen.

Zoom In

Click this action button to view more definitive details of the
appointment calendar. Two levels of Zoom In are supported.

Zoom Out

Click this action button to view a larger area of the
appointment calendar. Two levels of Zoom Out are
supported.

Displays the dock locations for nodes that are of the dock type INBOUND, OUTBOUND,
and BOTH.
Table 381. Dock Schedule Details, Legend
Blue

Indicates an appointment for the searched criteria.
Click a slot to modify an existing appointment. The Dock
Appointment screen displays.

Cyan

Indicates appointments that do not match the searched
criteria.
Click a slot to modify an existing appointment. The Dock
Appointment screen displays.

Gray

Indicates free slots for which new appointments can be taken.
Click a slot to create a new dock appointment. The Dock
Appointment screen displays.

Black

Indicates the unavailable slots due to the calendar constraints.

Dock Appointment for Outbound Shipment
You can create new appointments or modify existing appointments with the help
of this screen.
Table 382. Dock Appointment, Appointment Details
Actions
Cancel

Click this action button to cancel an appointment.

Fields
Appointment #

The appointment number associated with the dock displays,
if applicable.
The appointment number displays only for the existing
appointments.

Location

The dock location for which you chose to take an
appointment displays here.
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Table 382. Dock Appointment, Appointment Details (continued)
Appointment Type

By default, the Outbound Pickup appointment type is
selected for outbound dock locations, and Inbound Delivery
for inbound and both inbound and outbound dock locations.

Start Date

This start date is defaulted with the date of the selected slot.
Enter the start date on which you want to take an
appointment or choose the calendar lookup to change the
date.

Start Time

This start time is defaulted with the time of the selected slot.
Enter the start time of the appointment or choose the time
lookup to change the time.

Shipment #

Load #

Enter the load number you want to associate with the dock
appointment, if applicable.
Choose the lookup icon to search for loads. The number of
cases and number of pallets associated with the load
automatically displays.

Order #

Enter the order number you want to associate with the dock
appointment, if applicable.

BOL #

Enter the bill of lading number you want to associate with
the dock appointment, if applicable.

PRO #

Enter the PRO number you want to associate with the dock
appointment, if applicable.

Carrier

Select the carrier for which you want to take an appointment,
if applicable.

Notes

Enter any additional information associated with the dock
appointment, if applicable.

Weight

Enter the weight of the shipment, if applicable.

Volume

Enter the volume of the shipment, if applicable.

No Of Cases

Enter the number of cases contained in the shipment or load,
if applicable.

No Of Pallets

Enter the number of pallets contained in the shipment or
load, if applicable.

Estimate End Time

Click this button to calculate and display the estimated end
time in the End Time field. The estimated end time is
calculated based on SAM definition for the productivity type,
LOADING/UNLOADING

End Time

To specify a pre-determined end time, enter the end time.
Choose the time lookup to change the time.

Click Save to save the dock appointment.

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Dock Group Details for Outbound Shipment
You can enter constraints on the maximum number of appointments that can be
taken for the group of docks associated with a node.
Table 383. Dock Group Details, Dock Group
Fields
Node

The node associated with the docks displays.

Table 384. Dock Group Details, Dock Group Max No. of Appointments
Action
Remove

Click this action button to remove the selected appointment
constraints.

Fields
Start Time

Indicates the start time of the time slot for which the
maximum number of appointment constraint needs to be
created.
Click the Add icon to create an appointment constraint.

End Time

Indicates the end time of the time slot for which the
maximum number of appointment constraint needs to be
created.

Sunday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Monday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Tuesday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Wednesday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Thursday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Friday

Enter the maximum number of appointments you can take on
this day in the time window across dock locations.

Saturday

Enter the maximum number of appointments you can take on
this day in the time window.

Click Save to save the maximum number of dock group appointment constraints.

View Holds for Outbound Shipment
You can view holds that are applied to the selected outbound shipments in this
screen.
Table 385. View Holds, Shipment
Fields
Shipment #

The outbound shipment number.

Shipper's Ref. #

The outbound shipment reference number.

Plan #

The delivery plan number the outbound shipment is
associated with.

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285

Table 385. View Holds, Shipment (continued)
Fields
Enterprise

The enterprise associated with the outbound shipment.

Buyer

The identifier for the buyer.

Seller

The identifier for the seller.

Ship Node

The node from where the outbound shipment is shipped.

Receiving Node

The node that is receiving the outbound shipment.

Status

The outbound shipment status.

Release #

The shipment release number to which the outbound
shipment line belongs.

Has Hazardous Items

Indicates if the outbound shipment contains hazardous items.

Merge Node

If you have shipment lines coming from multiple nodes and
want to consolidate them into one load, enter a node at
which you want all dependent shipment lines to be
consolidated with the parent shipment line.
Note: Merge Node is only relevant in a Deliver Together
dependency.

Table 386. View Holds, Shipment Holds
Actions
Add Holds

This action takes you to the Add Holds screen where you can
add holds to the selected outbound shipment.

Fields
Hold Description

A brief description of the hold.
Choose the View History icon to View History of the
shipments that are held.

Hold Status

The current status of the hold.

Hold Comment

Any additional comments for the hold.

Action

Select the action that you want to apply to the hold from the
drop-down list.

Reason

Enter the reason for the hold.

Table 387. View Holds, Resolved Holds
Fields
Hold Description

A brief description of the hold.

Reason

The reason for changing this hold to resolved status.

Add Holds for Outbound Shipment
You can add holds to the outbound shipment on this screen.
Table 388. Add Holds, Shipment Holds
Fields

286

Hold Type

Select the hold type associated with the outbound shipment
from the drop-down list.

Reason

Enter the reason for the hold.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

View History for Outbound Shipment
Whenever the status of a shipment hold changes, the information regarding the
status change is recorded in Sterling Selling and Fulfillment Foundation. In this
screen, you can view the history of a shipment hold.
Table 389. View History, Primary Information
Fields
Shipment#

The outbound shipment number.

Shipper's Ref. #

The outbound shipper's reference number.

Plan #

The outbound shipment's plan number

Enterprise

The Enterprise associated with the shipment

Buyer

The Buyer's identifier.

Seller

The Seller's identifier.

Ship Node

The node from which the outbound shipment ships.

Receiving Node

The node which receives the outbound shipment

Status

The status of the outbound shipment.

Has Hazardous Items

Indicates if the shipment contains any hazardous item.

Merge Node

The node that has multiple shipment lines and is
consolidated into one shipment.

Table 390. View History, Shipment Holds
Fields
Hold Type

The hold type that is associated with the outbound shipment.

Date/Time

The date and time at which the status was changed for the
selected hold type.

User ID

The ID of the user who was responsible for changing the
status.

Status

The changed status for the selected hold type.

Comment

The comment added by the user who changed the status for
the selected hold type.

Hold Transaction

The transaction that changed the status for the selected hold
type.

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Chapter 30. Create Outbound Shipment Screens
About Create Outbound Shipment Screens
Shipments (ASN) are transmitted to warehouses through EDI downloads, fax, or
e-mail, and also when a trailer arrives with no prior notice.
The shipment entry console enables you to manually create shipments from fax,
e-mail or telephone conversations, and also for those trailers that arrive with no
prior notice.

Shipment Entry for Outbound Shipment
You can create outbound shipments for a sales or transfer order in this screen.
Table 391. Shipment Entry
Action
Supervisory Overrides

This action takes you to the Shipment Supervisory Overrides
screen where you can specify whether the shipment can have
overages.

Fields
Document Type

Select the document type associated with the shipment you
are creating.
Valid values are 'Sales Order' or 'Transfer Order'. For an
outbound shipment, valid value is 'Sales Order'

Ship Node

The shipping node associated with the shipment. This
represents the seller's ship node.

Enterprise

Select the enterprise associated with the shipment you are
creating for, if applicable.

Shipment #

Enter the shipment number for the shipment you are creating,
if applicable. A unique number is automatically generated by
the system, if number is not specified.

Receiving Node

Select node where the receipt is being performed.

Buyer

Enter the buyer associated with the shipment you want to
create, if applicable.

Seller

Enter the seller associated with the shipment you want to
create.

Order #

Enter the order number, if there is only order on the
shipment.

Release#

Enter the release number of the order against which the
shipment is being created, if applicable.

Pro#

Enter the PRO number assigned by the carrier to track the
shipment you are creating, if applicable.

Carrier/Service

Select the carrier service availed for transporting the
shipment, if applicable.

BOL#

Enter the bill of lading number of the shipment you are
creating, if applicable.

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Table 391. Shipment Entry (continued)
Trailer#

Enter the trailer number of the shipment you are creating, if
applicable.

After entering the relevant information in the fields a shipment is created and you
are taken to the Shipment Details screen.

Shipment Supervisory Overrides for Outbound Shipment
This screen allows you to create overages for the shipment being created.
Table 392. Shipment Supervisory Overrides

290

Field

Description

Allow Overage

Select to allow overage for the outbound shipment.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 31. Wave Console Screens
About Wave Console Screens
During the normal course of the day, the system automatically generates waves
based on parameters defined by the system administrator. The waves are generated
based on shipment groups that have been given a sequence and a defined set of
selector criteria. When waves are created, the system analyzes the shipments in
need of picking and evaluates them against a shipment group's selector criteria
based on the group's sequence. If the shipment does not match up with the group's
selector criteria, the shipment is then evaluated by the next shipment group in the
sequence, until a match has been found. The shipment is then added to that
shipment group. Once all shipments have been matched up with the appropriate
shipment groups, waves are created for those groups.
This chapter provides screen and field descriptions for the Wave Console.

Wave Search Screen
The Wave Search screen lets you enter the criteria to search for waves.
Table 393. Wave Search
Fields

Description

Node

Select the node you want to search for waves in.

Shipment #

Enter the shipment number of the shipment that belongs to
the wave you are searching for, if applicable.

Wave #

Enter the wave number of the wave you are searching for, if
applicable.

Wave Status

Select the status of the waves you are searching for.

Shipment Group

Enter the shipment group that the waves you are searching
belong to.

Release No Earlier Than

Enter the Release No Earlier Than date range that you want
to search for waves in. Only waves with a Release No Earlier
Than date that falls within the range you specify considered.

Release No Later Than

Enter the Release No Later Than date range that you want to
search for waves in. Only waves with a Release No Later
Than date that falls within the range you specify considered.

Max Records

Enter the maximum number of waves you want returned
from your search.

Click Search to view the search results in the Wave List Screen screen.

Wave List Screen
The Wave List screen displays the result of a wave search. This screen lets you
perform actions on a single wave or on multiple waves by selecting the check
boxes of the relevant waves and choosing the applicable action from the action bar.
Table 394. Wave List
Actions
© Copyright IBM Corp. 1999, 2011

291

Table 394. Wave List (continued)
Accept

This action button moves the wave to the accepted status.

Release

This action button takes you to the Release Wave Screen
screen.

Cancel

This action button takes you to the Cancel Wave screen.

View Summary

This action button takes you to the Wave Summary screen.

Print Wave

This action button takes you to the Print Wave screen.

View Alerts

This action button takes you to the Alert List screen.

Fields
Wave #

The wave number.

Shipment Group

The shipment group that the wave belongs to.

Status

The status of the wave is in.

Sequence #

The sequence number associated with the wave.

Release No Earlier Than

The wave is not released for picking before this date.

Release No Later Than

The wave is not release for picking after this date.

Note:
Problem: The shipment is getting excluded from the wave, and therefore cannot
ship the shipment.
Cause: The Shipment Selector Details are defined incorrectly, or shipments are not
serialized, or the pick strategy to pick inventory is not defined for a wave.
Resolution: Make sure that the Shipment Selector Details are defined correctly,
shipments are serialized, and the pick strategy to pick inventory is defined for a
wave. For more information about Shipment Selector Details screen, see the section
Defining Shipment Selectors in the chapter Configuring Picking chapter in the
Sterling Selling and Fulfillment Foundation: Warehouse Management System
Configuration Guide.

Release Wave Screen
The Release Wave screen lets you request the release of a wave for picking.
Table 395. Release Wave
Field

Description

Override Concurrent Wave
Constraint

Select Override Concurrent Wave Constraint to override any
existing wave constraints that may keep the wave from being
released, if applicable.

Cancel Wave
Table 396. Cancel Wave

292

Field

Description

Cancellation Reason Code

The code of the reason for cancelling the wave.

Reason Text

The description of the reason for cancelling the wave

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Wave Summary
The Wave Summary screen lets you view the details associated with a wave.
Table 397. Wave Summary, Wave
Actions
View Task Summary

This action button takes you to the Task Summary screen.

This action button moves the wave to the accepted status.

Release

This action button takes you to the Release Wave Screen
screen.

Cancel

This action button takes you to the Cancel Wave screen.

Fields
Wave #

The wave number.

Shipment Group

The shipment group to which the wave belongs.

Status

The current status of the wave.

Priority

The wave's priority.

Release No Earlier Than

The wave is not released for picking before this date.

Release No Later Than

The wave is not release for picking after this date.

Table 398. Wave Summary, Overall Summary
Fields

Description

# Shipments

The number of shipments included in the wave.
Click this link to view the Shipment Summary screen.

# Shipment Lines

The number of shipment lines included in the wave.

# Batches

The number of batches included in the wave.
Click this link to view the Batch Summary screen.

# Work Orders

The number of work orders included in the wave.
Click this link to view the Work Order Summary screen.

# SKUs

The number of individual SKUs included in the wave.
Click this link to view the Item Task Summary screen.

# Shipment Profiles

The number of shipment profiles included in the wave.
Click this link to view the Shipment Profile Summary screen.

Volume

The total volume of the shipments in the wave.

Case Type

The types of cases included in the wave.

Quantity

The quantity that the case type holds.

Estimated Cases

The estimated number of cases for the case type needed to
fulfill the wave.
Click this link to view the Shipping Containers Summary
screen.

Table 399. Wave Summary, Task Types
Fields

Description

Task Type

The task type name performed during the wave.
Chapter 31. Wave Console Screens

293

Table 399. Wave Summary, Task Types (continued)
Fields

Description

A brief description of the task type.

Open quantity

The task quantity that are currently open for a task type.

Held quantity

The task quantity that are held.

Suggested quantity

The task suggested quantity that have been assigned but not
accepted.

In Progress quantity

The task quantity that are currently in progress.

Complete quantity

The task quantity that have been completed.

Cancelled quantity

The task quantity that have been cancelled.

Total quantity

The total task quantity that were generated for the wave for a
task type.

Shipment Profile Summary
The Shipment Profile Summary screen enables you to view a wave's shipment
profile summary based on the profile identifier.
Table 400. Shipment Profile Summary
Fields

Description

Profile Id

The profile identifier for a shipment.

Status

The shipment status.

# Shipments in Wave # Wave
Number

The number of shipments included in the wave for a
profile identifier.
Click this link to view the shipments list.

Total

The total number of shipments in a wave.

Shipment Summary
The Shipment Summary screen enables you to view a wave's shipment summary.
Table 401. Shipment Summary
Fields

Description

Carrier

The carrier code for the shipment displays.

Status

The shipment status.

# Shipments in Wave # 1

The number of shipments included in the wave.
Click this link to view the shipment list.

Total

The total number of shipments.

Batch Summary
The Batch Summary screen enables you to view the summary of batches created
for a wave.
Table 402. Batch Summary, Batch List
Actions

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Table 402. Batch Summary, Batch List (continued)
View Details

This action button takes you to the Batch Detail screen.

Fields
Batch #

The number associated with a task batch.

Task Type

The task type associated with a task batch.

Batch Status

The status associated with a task batch.

Equipment Type

The equipment type associated with a task batch.

No. of Items

The number of items included in a task batch.

No. of Containers

The number of containers included in a task batch.

First Pick Location

The first pick location for a task batch.

Last Pick Location

The last pick location for a task batch.

No. Of Locations

The number of pick locations in a task batch.

Total Quantity

The total quantity associated with a task batch.

Work Order Summary
You view the work order summary for a wave.
Table 403. Work Order Summary
Field
Activity

The activity performed on items belonging to the work order.

Pending Work Orders

Total work orders still pending for the activity.

Completed Work Orders

Total work orders completed for the activity.

Item Task Summary
You view a summary of tasks created for an item and each task type from a
location for the wave.
Table 404. Item Task Summary, Item Task List
Fields

Description

Item Id

The identifier of the item associated with a task type.
Click this link to view the Task List screen.

Item Description

A brief description of the item.

Task Type

The name of the task type.

Source Location

The origin location of the task.

Open quantity

The task quantity that is currently open for an item for a
specific task type in the source location.

Held quantity

The task quantity that is held for an item for a specific task
type in the source location.

Completed quantity

The task quantity that is completed for an item for a specific
task type in the source location.

Total Quantity

The total task quantity for an item for a specific task type in
the source location.

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295

Shipping Containers Summary
The Shipping Containers Summary screen lets you view a summary of the wave's
shipping containers.
Table 405. Shipping Containers Summary
Fields

Description

Status

The shipment status.

Wave #

The wave number associated with the shipment.

# Cases

The number of cases in the shipment.

# Pallets

The number of pallets in the shipment.
Click this link to view the container list.

Prioritize Wave
The Prioritiz e Wave screen lets you prioritize a wave.
Table 406. Prioritize Wave
Fields

Description

Priority

The priority to be applied to the wave.

Release No Earlier Than

The time and date before which the wave cannot be released.

Release No Later

The time and date after which the wave cannot be released.

Print Wave
The Print Wave screen lets you print wave information. This can be used by the
pickers.
Table 407. Print Wave
Fields

Description

Print Service Name

Choose the print service name you want to print.

Printer Name

Select the printer name you want to print from.

No. of Copies

Enter the total number of copies of waves you want to print.

Note:
Problem: After releasing a wave, you cannot print batch sheets and shipping labels.
Cause: The printer may not be connected, printer power or green light may not be
on, and/or printer that you want to print to is not selected.
Resolution: Make sure your printer is connected, printer power or green light is on,
and/or select the correct printer that you want to use. Problem

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Alert List
The Alert List screen lets you view a wave's alerts.
Table 408. Alert List, Wave
Fields

Description

Wave #

The wave number.

Description

A brief description of the wave.

Shipment Group

The shipment group that the wave belongs to.

Status

The status the wave is in.

Priority

The wave's priority.

Release No Earlier Than

The wave is not released for picking before this date.

Release No Later Than

The wave is not released for picking after this date.

Table 409. Alert List, Alert List
Action
View Details

This action button displays the details of the selected alerts.
For more information about alert details, see the "Viewing
Alert Details" chapter of the Sterling Selling and Fulfillment
Foundation: Application Platform User Guide.

Fields
Alert ID

The alert ID.
Choose this link to view alert details. For more information
about alert details, see the "Viewing Alert Details" of the
Sterling Selling and Fulfillment Foundation: Application Platform
User Guide.

Type

The type of alert raised. For example, ON_FAILURE or
FAILED_AUTH. For more information about alerts, see the
Sterling Selling and Fulfillment Foundation: Application Platform
User Guide.

Description

A brief description of the alert.

Queue

The queue the alert has been assigned to.

Priority

The alert priority.

Status

Indicates if the alert is open or closed.

Owner

The user who is handling the alert.

Raised On

The date the alert was raised.

Wave Audit
The Wave Audits screen allows you to audit the details of a wave.
Table 410. Wave Audits Screen
Action

Description

Audit

Click this action to go to the Wave Audit screen, where you
can view the wave audits.

Fields
Wave

Chapter 31. Wave Console Screens

297

Table 410. Wave Audits Screen (continued)
Wave #

The wave number.

Shipment Group

The shipment group to which the wave belongs.

Status

The current status of the wave.

Ship Node

The node from which the wave was created.

Wave Audit
Date

The date on which the wave was modified.

Modified By

The name of the user who modified the wave.

Modification

The old and new statuses of the wave.

Reason Code

The reason code associated with the wave modification.

Reason Text

Additional information about why the wave was modified.

No of Shipments in Wave

The total number of shipments included in the wave.

Exception Audits
Exception Audit Details

Click this hyperlink to view the exception audit details.

Modification

Indicates the reasons for exception.
There are two types of modification, Removed from Wave
and Split in Shipment.

Exception Audits Detail
Date

The date on which the exception occurred.

Modified By

The name of the user who modified the wave.

Reason Code

The reason code associated with the wave modification.

Reason Text

Additional information about why the wave was modified.

Old Shipment No

The old shipment number of the shipment that is split from
the shipment.
This field is populated if the Modification Type is Split in
Shipment.

New Shipment No

The new shipment number of the shipment that is created
after splitting the shipment.
This field is populated if the Modification Type is Split in
Shipment.

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Chapter 32. Create Wave Screens
Create Wave Screen for a Shipment Group
You can request for a wave creation for a shipment group in this screen.
Table 411. Create Wave, Create Wave
Field

Description

Shipment Group

Select the shipment group for which you want to request for
a wave creation.

Click Create Wave to request for a wave creation.

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Chapter 33. Pack Station Screens
About Pack Station Screens
The Pack Station screen enables you to pack cartons and/or pallets after picking
the items.
For more information about Execution Console Framework, see the chapter,
"Understanding the Execution Console Framework".

Pack Details Screen
This screen enables you to pack cartons and/or pallets after picking the items. The
inner pack quantity breakup for the selected item also displays. You can add or
modify the inner pack quantity and the inner packs packaged into the container.
Note: To extend the Pack HSDE functionality in the Applications Manager, under
HSDE_Pack (exuipack) in the application rules side panel, right-click Pack_Details
resource, and select the Save As option. In the Resource Details: Pack Details
dialog box that is displayed, enter a prefix in the Resource Prefix field, and click
the Save icon. In the Resource Details: Pack Details window, in the Detail View
panel, the following attribute is displayed in the Java™ Server Page field:
exuipack_pack_container.jsp?AutoDetectInventoryAttributes=

v If you set the value of this attribute to "N", in the Pack HSDE screen of the
Console, a dialog box is displayed depending on the type of item you are
packing. Enter the appropriate inventory attributes in the corresponding fields.
v If you set the value of this attribute to “Y”, the inventory attributes are
automatically copied based on the location inventory information available with
the Sterling Warehouse Management System.
For more information about setting the attributes, refer to the information provided
in the table, "Pack Details, Attributes."
Table 412. Pack Details, Scan
Actions
Close Shipment

This action allows you to manually close the shipment after
the packing process is complete. You can also press Alt+S to
close the shipment.

Close Container

This action allows you to manually close the container after
the packing process is complete. You can also press Alt+C to
close the container.

Weigh

This action enables you to enter the actual weight of the
container. You can also press Alt+W to record the container's
weight.

Fields
Location

Select the pack location.
The pack station uniquely identifies devices including
printers and weighing scales attached.

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Table 412. Pack Details, Scan (continued)
Scan Identifier

Enter or scan the container SCM, shipment number, batch
number, LPN identifier, serial number, or item identifier. In
the Instructions panel, shipment or container level
instructions displays. For more information, see the
Instructions table.
In situations where containerization is performed by the
system during wave release, scanning of the container SCM
identifies the shipment.
During post-pick containerization, the shipment number and
the container SCM identifying the container must be scanned.
The information entered above is used to populate the Items
panel to indicate item and quantities to be packed into the
container.

New Case

Click this button to generate a new container SCM for the
case, if applicable.

New Pallet

Click this button to generate a new container SCM for the
pallet, if applicable.

Table 413. Pack Details, Products
Fields
SKU

Enter or scan barcode that identifies the item to be packed
into the container for the shipment. In the Instructions panel,
item level instructions displays. For more information, see the
Instructions table.
The "Last Scanned Item Id" field populates with the item ID.

Scan Quantity

The item quantity scanned during the pack process is
automatically populated by the system.

UOM

Select the appropriate item's unit of measure, if applicable.
This value is automatically populated when UPC code, UPC
Case Code, case with LPN is scanned in the SKU field.

Add Quantity

Enter the quantity to add to the container, if applicable.
In the SKU field, when you scan the UPC Code, UPC Case
Code or a case LPN, the system automatically populates the
"Add Quantity" value, which is editable.

Inventory Status

Select the appropriate inventory status.

Remove Quantity

Enter the quantity to remove from the container.
This field is used to correct errors, if any, during the packing
process.

Last Scanned Item Id

The item's Id that was last packed is automatically populated.

UOM

The item's unit of measure corresponding to the item Id is
automatically populated.

Quantity

The item quantity that was last packed is automatically
populated.

Table 414. Pack Details, Container Properties
Actions

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Table 414. Pack Details, Container Properties (continued)
View Details

This action takes you to the Container Details screen where
you can view the inner pack details.

Unpack Container

This action takes you to the Container Contents screen where
you can remove contents for the selected item from the
shipment container.

Fields
Shipment #

The shipment number is automatically populated by the
system from the values scanned into the scan identifier field.

Container #

The container number is automatically populated by the
system from the values scanned into the scan identifier field.
This number uniquely identifies a container in a warehouse.
Typically, this is different from the SCM number.

Enterprise

The enterprise associated with the shipment.

Ship Mode

The shipment mode for the shipment. Values include 'LTL',
'TL', 'PARCEL'

Container SCM

The container SCM is automatically populated by the system
from the values scanned into the scan identifier field.
SCM is an industry standard which identifies the container
and the enterprise.

Container Size

Select the size to be associated with the container.
This value is automatically populated, if containerization is
performed by the system

Computed Weight

The computed weight is automatically populated by the
system, if containerization is performed by the system.

Actual Weight

Click on the Weigh button or press Alt+W to capture the
actual weight of the container.
Select the unit of measure from the list.

Table 415. Pack Details, Items
Fields
Show Items Containing

Enter search criteria to search for specific items, if applicable.

Item ID

The item to be packaged in the container.

Description

The item description.

Product Class

The product class of the line item packaged in the container.

UOM

The unit of measure of the line item packaged in the
container.

Inventory Status

The item quantity that is currently available.

Quantity To Pack

The quantity to be packed into the container.

Pack Quantity

Enter the actual quantity that can be packed into the
container.

Chapter 33. Pack Station Screens

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Table 415. Pack Details, Items (continued)
Fields
Requested Tag

The item's tag details, such as lot number or batch number
associated with the tag displays.
You can view the tag details only if the node that is
performing the pack operations is configured to capture the
tag attributes in all operations performed within the node, or
if the buyer on the shipment mandates it as a part of the
inbound compliance. For more information about capturing
the tag attributes, see the Sterling Selling and Fulfillment
Foundation: Application Platform Configuration Guide.

Table 416. Instructions
This panel displays the shipment, container, or item level instructions.
Table 417. Packing Notes
Actions
Delete

This action allows you to delete selected packing notes that
you captured during the packing process.

Fields
Notes

Displays additional notes being captured during the packing
process.

Table 418. Container Routing Information
Fields
Activity

The next activity associated with the container packed is
automatically populated by the system.
For example, special packaging done for the container as a
VAS activity.

Description

The activity description is automatically populated by the
system.

Table 419. Pack Details, Barcode Types
Fields
Scan Identifier

Pack Scan Initiation

SKU

Pack SKU Initiation

Table 420. Pack Details, Attributes
AutoDetectInventory
Attributes

304

Behavior

Inventory attributes will be automatically copied based on the
location inventory information available with the Sterling
Warehouse Management System.

Inventory attributes must be entered during packing.

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Container Contents for Pack Station Console Screens
You can view all items packaged into the container. You can also remove inner
packs from the shipment container, if necessary.
Table 421. Container Contents
Fields
Item ID

The item’s item ID.

Description

A brief description of the item.

Product Class

The item’s product class.

UOM

The item’s unit of measure.

Packed Quantity

The quantity packed into the container.

Remove Quantity

Enter the inner pack quantity that you want to remove from
the container.

Requested Tag

The item’s tag information, such as lot number or batch
number associated with the tag displays.
You can view the tag details only if the node that is
performing the pack operations has configured to capture the
tag attributes if the buyer on a shipment mandates it as a
part of the inbound compliance. For more information about
capturing the tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.

Click Save.
Table 422. Container Contents, Selected Container Details
Fields
Item ID

The item ID that you selected for which you want to remove
the inner packs.

UOM

The item’s unit of measure.

Product Class

The item’s product class.

Requested Tag

The item’s tag details.
You can view the tag details only if the node that is
performing the pack operations has configured to capture the
tag attributes if the buyer on a shipment mandates it as a
part of the inbound compliance. For more information about
capturing the tag attributes, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.

Table 423. Selected Container Details, Quantity Breakup
Fields
Inner Pack Quantity

The item quantity contained in each inner pack.

No Of Inner Packs

The item’s identifier displays.

Unit Of Measure

The item’s primary unit of measure displays.

Product Class

The product class of the item displays.

Total

The total quantity contained in the container.

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305

Select SKU for Pack Station Console Screens
You can select the items to pack into a container.
Table 424. Container Contents
Fields
LPN #

Displays the identifier of the LPN.

Item ID

Enter the identifier of the item.

Item ID

Displays the identifier of the item.

Unit Of Measure

Displays the unit of measure of the item.

Product Class

Displays the product class of the item.

Inventory Status

Displays the status of inventory in the LPN.

System Quantity

Displays the system-reported quantity of items available in
the LPN.

Actual Quantity

Enter the actual quantity of items available in the LPN.
Note: Adjusting the Actual Quantity can be performed only
for items that are not tag controlled, time sensitive, or serial
tracked.

Reason Code

Mandatory. Enter the reason code for the corresponding
inventory transaction.

Serial Entry for Pack Station Console Screens
The Serial Entry screen enables you enter or scan the item’s serial number.
The Serial Entry screen also enables you enter the serial number range for an item.
Table 425. Serial Entry
Field
Count

The total count of items scanned is automatically populated
by the system.

Item ID

The identifier of the item.

Unit Of Measure

The unit of measure of the item.

Serial #

The component serial number of the item.

Table 426. Serial Entry, Serial Range
Field
Item ID

The identifier of the item.

Unit Of Measure

The unit of measure of the item.

From Serial #

The start serial number of the item.

To Serial #

The end serial number of the item.

Table 427. Serial Number BarCode Type
Fields
Serial #

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PickedSerialCapture.

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Chapter 33. Pack Station Screens

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Chapter 34. Manifest Console Screens
Manifest Search By All Attributes
The Manifest Console provides field value descriptions for all the Manifest Console
screens.
You can search for manifests by all attributes.
Table 428. Manifest Search By All Attributes
Fields
Node

The node associated with the manifest.

Carrier

Select the carrier associated with the manifest you are
searching for.

Manifest #

Enter the manifest number associated with the manifest you
are searching for.

Manifest Date

By default, the system date and time displays. Enter the date
range associated with the manifest you are searching for, if
applicable.

Manifest Status

Select the status of the manifest.
Valid values are: Open, Closure Requested, Closure Failed,
and Closed.

Has Hazardous Items

Select this checkbox to search for manifests that contain
hazardous items.

Max Records

Enter the maximum number of records you want listed as a
result of your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.

Manifest List
The manifest list window displays the results of a manifest search. You can
perform actions on a single manifest or multiple manifests by selecting the
checkboxes of the manifests you want to perform an action on and choosing the
action from the action bar.
Table 429. Manifest List
Actions
View Details

This action takes you to the Manifest Details screen where
you can view the details for the selected manifests.

This action takes you to the Print a Manifest Using the
Console Screens screen where you can print a manifest.

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Table 429. Manifest List (continued)
Close Manifest

This action takes you to the Close Manifest screen where you
can close a manifest.
Note: If a trailer number is not already associated with a
manifest, the Close Manifest dialog box is displayed. A user
can use this to associate a trailer with a manifest before
closing the manifest. Otherwise, the manifest is closed
automatically.

Fields
Manifest #

The manifest number associated with the manifest. Click this
link to view manifest details.

Manifest Date

The date on which the manifest was created.

Carrier

The carrier service availed to transport the load.

Trailer #

The trailer number associated with the manifest.

Manifest Closed

Indicates that the manifest has been closed. All shipments
included in the shipment are confirmed, and you cannot add
any new shipments to this manifest.

Manifest Status

Indicates the current status of the Manifest.

Table 430. Manifest List, Carrier Summary
Actions
Open Manifest

This action takes you to the Open Manifest screen where you
can open a new manifest.

Fields
Carrier

The carrier service availed to transport the load.

Description

A brief description of the carrier.

Date

The date associated with the open manifests.

Open Manifests

Total number of manifests open.

Total Packages to be
Manifested

Total number of packages associated with the manifest.

Manifest Details
The Manifest Details screen provides manifest information for the selected
manifests. The actions that you can perform in the Manifest Details screen are
explained in the following tables.
Table 431. Manifest Details, Details
Fields
Manifest #

The manifest number associated with the manifest.

Manifest Date

The manifest date on which the manifest was created.

Carrier

The carrier associated with the manifest.

Manifest Status

The current status of the manifest.
Valid values are: 'Open' or 'Closed'.

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Trailer #

The manifest's trailer number.

Has Hazardous Items

Indicates if the manifest contains hazardous items.

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Table 431. Manifest Details, Details (continued)
Fields
Summary

Only when the manifesting process is configured at the
Container level will the field "Total Packages Manifested" be
displayed.

Summary By Carrier Service
This screen provides the total number of packages manifested for the used carrier
service.
Table 432. Summary By Carrier Service
Fields
Carrier/Service

The carrier service associated with the container.

Total Packages

The total number of packages manifested for the carrier
service.

Print a Manifest Using the Console Screens
Use this screen to print a manifest.
Table 433. Print
Fields
Print Service Name

Choose the manifest print service name you want to print.

Printer Name

Select the printer name you want to print from.

No. of Copies

Enter the total number of copies of manifests you want to
print.

Open Manifest
Use this screen to open a new manifest.
Table 434. Open Manifest
Fields
Node

Node associated with the manifest.

Manifest #

Enter the manifest number you want to open.

Manifest Date

Enter the date on which the manifest was created.

Trailer #

Enter the trailer number associated with the manifest.

Enterprise

Select the enterprise for which you want to open the
manifest.

Shipper Account # For The
Selected Enterprise

The shipper's account number for the selected enterprise
displays.

Chapter 34. Manifest Console Screens

311

Close Manifest
Use this screen to close a manifest.
Table 435. Close Manifest
Fields
Trailer #

312

Enter the trailer number associated with the
manifest.

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Chapter 35. Create Load Screens
Create Load Screens
Use the Create Load screen to create loads.
Table 436. Create Load, Load
Fields
Load #

Enter the load number.

Enterprise

Select the enterprise which maintains the ownership of the
load during the delivery process.

Load Type

Select the load type.
You can customize this filed as per your business practices.

Shipment Mode

Select the shipment mode for the shipment. Values include
'LTL', 'TL', 'PARCEL'

Carrier Service Code

Select the Carrier service you want to use to transport the
load.

Table 437. Create Load, Additional Info
Fields
BOL #

Enter the load's bill of lading number.

Seal #

Enter the load's seal number.

PRO #

Enter the load's PRO number, if applicable.
This value is populated automatically by Sterling Warehouse
Management System based on the PRO Number Generation
settings. For more information about PRO number generation
settings, see the Sterling Selling and Fulfillment Foundation:
Warehouse Management System Configuration Guide.

Trailer #

Enter the trailer number of the vehicle used to carry the load.

POD #

Enter the Proof Of Delivery (POD) number to indicate the
date on which the load was delivered.

Table 438. Create Load, Origin
Fields
At Shipment Origin

Select At Shipment Origin to designate the load's origin node
to be same as the shipment contained in the load.

At Node

Select At Node and enter the applicable node to designate
this node as the load's origin.

At Address

Select At Address and enter the address to designate this
address as the load's origin.
Choose the Address Details icon to add the address. For
more information, see the Sterling Selling and Fulfillment
Foundation: Logistics Management User Guide.

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Table 439. Create Load, Destination
Fields
At Shipment Destination

Select At Shipment Destination to designate the load's
destination node to be same as the shipment contained in the
load.

At Node

Select At Node and enter the applicable node to designate
this node as the load's destination.

At Address

Select At Address and enter the address to designate this
address as the load's destination.
Choose the Address Details icon to add the address. For
more information, see the Sterling Selling and Fulfillment
Foundation: Logistics Management User Guide.

Click the Save button. This takes you to the Load Details screen. For more
information, see the Sterling Selling and Fulfillment Foundation: Logistics Management
User Guide.

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Chapter 36. Load Console Screens
About Load Console Screens
The Load Console screens lets you:
v Search using granular level information such as Shipment Mode, Destination,
etc.
v Modify granular load attributes at a location.
The Load Console screens also lets you search for loads in various ways, such as:
v Search by summary
v Search by status
v Search by location
For more information about loads, see the Sterling Selling and Fulfillment Foundation:
Logistics Management User Guide.

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Chapter 37. Add To Manifest Screens
Add To Manifest
The Add To Manifest screen can be used to add containers to a manifest. The
following table provides field level descriptions of the add to manifest screen.
Table 440. Add To Manifest, Scan
Actions
Add To Manifest

This action allows you to add container to a manifest.
Note: If the container has shipment level integration with
FedEx, a message "m of n package(s) manifested" displays.
Here, "m" indicates the number of containers manifested and
"n" indicates the total number of containers present in the
shipment or load.

View Contents

This action takes you to the Container Contents for Packaged
Items to view all items packaged into the container.

Save

This action allows you to save the container details that you
entered.

Weigh

This action takes you to the Weigh Station Screens where you
can record the container's weight belonging to TL, LTL, or
parcel shipments.

Reset

This action clears all container information that you entered.

Fields
Station

The manifest station identifier.

Scan Identifier

The container SCM, shipment, or LPN identifier.
If you scan a load container, the Load # displays in the Add
To Manifest, Container Attributes panel instead of the
Shipment #.

Manifest #

Select the manifest number.
Displays any manifest that is open for the carrier.

Table 441. Add To Manifest, Container Attributes
Fields
Shipment #

The shipment number displays.

Container #

The container number displays.

Container SCM

The shipment container marking number displays.

Container Size

Enter the size of the container.
This is automatically populated when containerization is
performed by the system or when the size is associated
during the pack process.

Computed Weight

The computed weight is automatically populated by the
system if containerization is performed by the system.

Actual Weight

Enter the actual weight of the container

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Table 442. Add To Manifest, Carrier Information
Fields
Carrier/Service

The carrier service associated with the container displays.

Billed Weight

Enter the container's billed weight.

Tracking #

The tracking number associated to the container displays.
Enter or scan the tracking number, if association is at the
manifest station.

Special Service Surcharge

Enter the special service surcharges associated with the
container, if applicable.

Return Tracking #

Enter the return tracking number of the container.

Actual Freight Charge

Enter the total cost of shipping the manifested package.

Table 443. Special Services
Fields
Special Services

This panel displays the carrier special services for shipping
the container.

Table 444. Instructions
This panel displays manifest instructions and the items being packed.
Table 445. Packing Notes
Actions
Delete

This action allows you to delete selected packing notes that
you captured during the packing process.

Fields
Notes

Displays additional notes being captured during the packing
process.

Table 446. Container Routing Information
Fields
Activity

The next activity associated with the container packed is
automatically populated by the system.
For example, special packaging done for the container as a
VAS activity.

Description

The activity description is automatically populated by the
system.

Table 447. Add To Manifest, Barcode Types
Fields
Container

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Container Contents for Packaged Items
You can view all items packaged into the container.
Table 448. Add To Manifest, Container Contents
Fields
Child Container SCM

The child container marking number.

Item ID

The item identifier.

Description

A brief description of the item.

Product Class

The item’s product class.

UOM

The item’s unit of measure.

Quantity

The item quantity is automatically populated by the system.

Packed Quantity

The quantity packed in the container.

Chapter 37. Add To Manifest Screens

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Chapter 38. Remove From Manifest Screens
About Remove from Manifest Screens
The Remove From Manifest screen enables you to remove containers from the
trailer, or manifest the container before closing the manifest.
For more information about Execution Console Framework, see the chapter,
"Understanding the Execution Console Framework".

Remove From Manifest
You can remove packed containers from manifest in this screen.
Table 449. Remove From Manifest, Scan
Actions
Remove From Manifest

This action allows you to remove a container from the
manifest.
Note: When you remove any container from the manifest, a
confirmation message displays only if the container is
manifested using shipment level integration, and all
containers in the shipment or load are manifested. On
clicking the OK button, all containers included in the
shipment or load are removed.

View Contents

This action takes you to the Container Contents to view all
items packaged into the container.

Save

This action allows you to save the container details that you
entered.

Weigh

This action takes you to the Weigh Station Screens to record
the container's weight belonging to TL, LTL, or parcel
shipments.

Reset

This action clears all container information that you entered.

Fields
Station

The manifest station identifier.

Scan Identifier

The container, shipment, or LPN identifier.

Manifest #

Select the manifest number.
Any manifest that are open for the carrier displays.

Note: If the container is manifested using shipment level integration, and all
containers on the shipment or load are manifested, if you attempt to remove any
container from the manifest, a confirmation message displays. On clicking the OK
button, all containers included in the shipment or load are removed.
Table 450. Remove From Manifest, Container Attributes
Fields
Shipment #

The shipment number displays.

Container #

The container number displays.

Container SCM

The shipment container marking number displays.

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Table 450. Remove From Manifest, Container Attributes (continued)
Fields
Container Size

Enter the size of the container.
This is automatically populated when containerization is
performed by the system or when the size is associated
during the pack process.

Computed Weight

The computed weight is automatically populated by the
system, if containerization is performed by the system.

Actual Weight

The actual weight of the container is either automatically
populated by the system from the weighing scale attached
upon closure of container or when Weigh action is selected.
Enter the actual weight of the container, if necessary.
Select the unit of measure for the weight, if different from the
value displayed.
The system checks whether the difference between actual
weight and computed weight is greater than the tolerance.

Ship To Address

The address the container is shipped to.

Table 451. Remove From Manifest, Ship To
The address the container is shipped to.
Table 452. Remove From Manifest, Carrier Information
Fields
Carrier/Service

The carrier service associated with the container displays.

Billed Weight

Enter the container's billed weight.

Tracking #

The tracking number associated to the container displays
Enter or scan the tracking number, if association is at the
manifest station.

Special Service Surcharge

Enter the special service surcharges associated with the
container, if applicable.

Return Tracking #

Enter the return tracking number of the container.

Table 453. Special Services
Fields
Actual Freight Charge

Enter the actual freight charges for shipping the container.

Table 454. Instructions
This panel displays the instructions and items being packed.
Table 455. Packing Notes
Actions
Delete

This action allows you to delete selected packing notes that
you captured while packing the container.

Fields

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Table 455. Packing Notes (continued)
Notes

Displays additional notes, if captured while packing the
container.

Table 456. Container Routing Information
Fields
Activity

The next activity associated with the container packed is
automatically populated by the system.
For example, special packaging done for the container as a
VAS activity.

Description

The activity description is automatically populated by the
system.

Container Contents for Remove from Manifest Console Screens
You can view all items packaged into the container.
Table 457. Remove From Manifest, Container Contents
Fields
Child Container SCM

The child container marking number.

Item ID

The item ID.

Description

The item’s description.

Product Class

The item’s product class.

UOM

The item’s unit of measure.

Quantity

The item quantity is automatically populated by the system.

Packed Quantity

The quantity packed in the container.

Chapter 38. Remove From Manifest Screens

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Chapter 39. Weigh Station Screens
About Weigh Station Screens
The Weigh Station console lets you record the weight of a container that belongs to
TL, LTL, or parcel shipments.
This chapter provides screen and field descriptions for the Weigh Station console.
Note: To perform generic status change in the Weigh Station:
v Define the custom pipeline by extending the default pipeline associated with a
transaction ID. For more information about configuring process models, see the
Sterling Selling and Fulfillment Foundation: Application Platform Configuration Guide.
v Extend the existing resource and modify JSP to contain JSP=/wms/wmsmanifest/
detail/exuimanifest_detail_anchor. jsp?TransactionId=. For more
information about defining or extending resources, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
v Create a Menu Entry for the newly created resource and use the new screen to
perform generic status change. For more information about defining menus, see
the Sterling Selling and Fulfillment Foundation: Application Platform Configuration
Guide.

Weigh Station Screen
The Weigh Station screen lets you record a container's weight.
Table 458. Weigh Station, Scan
Actions
View contents

This action button takes you to the Container Contents Screen
screen.

Save

This action button saves the details entered.

Weigh

If a weighing scale is connected, this action button captures
the weight on the weighing scale.

Reset

This action button resets the screen. It clears all the details
entered into the screen.

Fields
Location Id

The manifest location Id.

Scan Identifier

The container SCM, shipment, or LPN identifier.

Manifest #

Select the manifest number.
Any manifest that are open for the carrier displays.

Table 459. Weigh Station, Container Attributes
Fields
Shipment #

The shipment number displays.

Container #

The container number displays.

Container SCM

The shipment container marking number displays.

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Table 459. Weigh Station, Container Attributes (continued)
Fields
Container Size

Enter the size of the container.
This is automatically populated when containerization is
performed by the system or when the size is associated during
the pack process.

Computed Weight

The computed weight is automatically populated by the system,
if containerization is performed by the system.

Actual Weight

The actual weight of the container is either automatically
populated by the system from the weighing scale attached upon
closure of container or when Weigh action is selected.
Enter the actual weight of the container, if necessary.
Select the unit of measure for the weight, if different from the
value displayed.
The system checks whether the difference between actual weight
and computed weight is greater than the tolerance.

Ship To Address

The address the container is shipped to.

Table 460. Weigh Station, Carrier Information
Fields
Carrier

The carrier associated with the container displays.

Carrier/Service

The carrier service associated with the container displays.

Tracking#

The tracking number associated to the container displays.
Enter or scan the tracking number, if association is at the
manifest station.

Special Services

This panel shows carrier special services associated with the
container.

Table 461. Weigh Station, Packing Instructions
Fields
Displays instructions for the shipment and the specific item being packed.
Instruction Code

The type of instruction, such as Gift, Pick, Pack, Ship, or Other.

Instruction Text

The specific instructions to be performed corresponding to the
text.

Table 462. Weigh Station, Packing Notes
Actions
Delete

This action button deletes the selected packing note.

Fields
Notes

Additional notes captured during the packing process
displays.
Click the Delete button to delete notes, if applicable.

Container Routing

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Table 462. Weigh Station, Packing Notes (continued)
Activity

The next activity associated with the container packed is
automatically populated by the system.
For example, special packaging for container done as a VAS
activity.

Description

The description of the activity is automatically populated by
the system.

Table 463. Weigh Station Barcode Type
Field
Container

ManifestContainer

Serial Entry Screen for Weigh Station Console Screens
The Serial Entry screen lets you capture the serial number for a serial-tracked item.
Table 464. Serial Entry
Fields
Item ID

The item Id is automatically populated by the system.

Unit Of Measure

The unit of measure associated with the item is
automatically populated by the system.

Serial #

Enter or scan the item’s serial number.

Secondary Serial #1

Enter or scan the component serial number of the item.

Secondary Serial #2

Enter or scan the component serial number of the item.

Secondary Serial #3

Enter or scan the component serial number of the item.

Note: The fields displayed in the Serial Entry window vary depending on the item
scanned.

Container Contents Screen for Weigh Station Console Screens
The Container Contents screen provides visibility to all items packaged into the
container.
Table 465. Container Contents
Fields
Child Container SCM

The child container marking number.

Item ID

The item’s ID.

Description

The item’s description.

Product Class

The item’s product class.

UOM

The item’s unit of measure.

Quantity

The quantity is automatically populated by the system.

Packed Quantity

The quantity packed in the container.

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Chapter 40. Location Inventory Audit Console Screens
Location Inventory Audit Search By Item
Location Inventory Audit console enables you to view item’s and/or container’s
inventory audit details. You can search for location inventory audits by item with
the help of this screen.
Table 466. Location Inventory Audit Search By Item
Fields
Field

Description

Node

Select the node associated with the Item you want to search
for.

Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Item ID

Enter the item ID of the item you want to search for, if
applicable.

Product Class

Select the product class of the item you are searching for if
applicable.

Unit Of Measure

Select the unit of measure of the item you are searching for, if
applicable.

Location

Enter the location ID you want to search for, if applicable.

Audit Type

Select the audit type, if applicable.

Task Type

Select the task type if applicable.

User ID

Enter the user ID.

Activity Date

Enter the date range through which you want to search for if
applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
The Location Inventory Audit List screen displays as a result of location inventory
audit search by item.

Location Inventory Audit Search By Container
You can search for location inventory audits by container with the help of this
screen.
Table 467. Location Inventory Audit Search By Container
Fields
Field

Description

Node

Select the node associated with the Item you want to search
for.

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Table 467. Location Inventory Audit Search By Container (continued)
Fields
Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Pallet ID

Enter the pallet LPN you are searching for.

Case ID

Enter the case LPN you are searching for.

Activity Date

Enter the date range you are searching for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Location Inventory Audit Search By Transaction References
You can search for location inventory audits by transaction references with the help
of this screen.
Table 468. Location Inventory Audit Search By Transaction References
Fields
Node

The node associated with the Item you want to search for.

Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Order #

Enter the order number you are searching for, if applicable.

Order Line #

Enter the order line number you are searching for, if
applicable.

Shipment #

Enter the shipment number you are searching for, if
applicable.

Container #

Enter the container number you are searching for, if
applicable.

Reference

Enter the reference you are searching for, if applicable.

Adjustment Reason Code

Select the reason code associated with the adjustment.

Activity Date

Enter the date range you are searching for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

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Location Inventory Audit Search By Inventory Attributes
You can search for location inventory audits by inventory attributes with the help
of this screen.
Table 469. Location Inventory Audit Search By Inventory Attributes
Fields
Node

Select the node associated with the Item you want to search
for.

Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Inventory Status

Select the inventory status of the item want to search for, if
applicable.

Receipt #

Enter the receipt number you are searching for, if applicable.

Tag #

Enter the tag number you are searching for, if applicable.

Serial #

Enter the serial number you are searching for, if applicable.

Ship By Date

Enter the date by which the item must be shipped you are
searching for, if applicable.

In Activity Date

Enter the date range you are searching for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Performing a Location Inventory Audit Search By Count Reference
You can search for location inventory audits by count reference with the help of
this screen.
Table 470. Location Inventory Audit Search By Count Reference
Fields
Document Type

The system automatically displays the document type.

Node

Select the node you want to search for.

Enterprise

Select the enterprise associated with the item you want to
search for.

Across Enterprise

Choose this option if you are searching across enterprise.

Count Request #

Enter the count request you are searching for, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.

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331

The Location Inventory Audit List screen displays as a result of location inventory
audit search by count reference.

Location Inventory Audit List
The Location Inventory Audit List window displays the results of a location
inventory audit search. You can perform actions on a single item or on multiple
items by selecting the check boxes of the required audits and choosing the action
from the action bar.
Table 471. Location Inventory Audit List, Item Information
Actions
View Details

This action button takes you to the Location Inventory Audit
Details for the selected inventory items.

Fields
Activity Date

The date on which any activity was performed on the
inventory. Click this link to view Location Inventory Audit
Detail.

Location

The location identifier.

Enterprise

The enterprise associated with the audit.

Item ID

The item ID.

The item's product class. Indicates the item's inventory
categorization. Orders are placed for an item and product
class. Typical examples are IRREGULAR, FD (Factory
Defects).

UOM

The item's unit of measure.

Description

Description of the item

Status

Refers to an inventory sub classification based on the results
of the inventory control processes within the warehouse.

Adjustment Type

The type of adjustment for the audit. Valid values are:
RECEIPT, ADJUSTMENT, SHIPMENT, RETURN.

Reason Code

The reason identifier for the adjustment.

User ID

The identifier of the user who performed the adjustments.

Quantity

Quantity incremented (+) or decremented (-) in this
transaction

Table 472. Location Inventory Audit List, Container Information
Actions
View Details

This action button takes you to the Location Inventory Audit
Details for the selected inventory containers.

Fields

332

Activity Date

The date on which any activity was performed on the
inventory. Click this link to view Location Inventory Audit
Detail.

Enterprise

The enterprise associated with the container.

Pallet ID

Pallet LPN associated with the container.

Case ID

Case LPN associated with the container.

Location

The location identifier.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 472. Location Inventory Audit List, Container Information (continued)
Parent Pallet ID

The parent pallet LPN of the container.

Parent Case ID

The parent case LPN of the container.

Adjustment Type

The type of adjustment for the audit. Valid values are:
RECEIPT, ADJUSTMENT, SHIPMENT, RETURN.

Reason Code

The reason identifier for the adjustment.

User ID

The identifier of the user who performed the adjustments.

Audit Type

Indicates the type of audit. The Audit Type is either "In" or
"Out". The Audit Type "In" indicates that the LPN was
created in or moved into a location. Audit Type "Out"
indicates that the LPN was removed from or moved out of a
location.

Location Inventory Audit Details for Items
The item level Location Inventory Audit Details screen lets you view item
inventory audit details.
Table 473. Location Inventory Audit Detail, Item Information
Fields
Enterprise

The enterprise associated with the item.

Item ID

The item ID. Click this link to view item details.

Product Class

Indicates the item's inventory categorization. Orders are
placed for an item and product class. Typical examples are
IRREGULAR, FD (Factory Defects).

Unit Of Measure

The item's unit of measure.

Item Description

Description of the item.

Quantity

Number of units of the item at this location.

Table 474. Location Inventory Audit Detail, Audit Information
Fields
Location

The location identifier. Click this link to view location details.

Date

The date on which the audit was performed.

User ID

The user associated with the audit.

Task Type

The task type associated with the audit.

Pallet ID

Pallet LPN associated with the container.

Case ID

Case LPN associated with the container.

Adjustment Type

The type of adjustment for the audit. Valid values are:
RECEIPT, ADJUSTMENT, SHIPMENT, RETURN.

Table 475. Location Inventory Audit Detail, Transaction Reference
Fields
Order #

The order number associated with the audit.

Release #

The order release number associated with the audit.

Order Line #

The order line number associated with the audit.

Shipment #

The shipment number associated with the audit.
Chapter 40. Location Inventory Audit Console Screens

333

Table 475. Location Inventory Audit Detail, Transaction Reference (continued)
Fields
Container #

The container number associated with the audit.

Program ID

The identifier of the program that created the audit.

Adjustment Reason Code

The reason code associated with the adjustment.

Reason Text

Additional information as to why the adjustment was made.

Table 476. Location Inventory Audit Detail, Additional Inventory Attributes
Fields
Serial #

The serial number associated with the audit.

FIFO #

The FIFO number associated with the audit.
FIFO number is a date based inventory attribute that helps
understand the order in which stock arrived at the node. This
is used to send out items that arrived first than the ones that
arrived later.

Segment #

The segment number associated with the audit.
Segment number of the item. A segment holds either the
specific buyer or specific order number that requires
dedication.

Segment Type

The segment type associated with the audit.
Segment type of the item. A segment type indicates an
inventory category. Typical values are: MTC - Made To
Customer or MTO - Made to Order.

Ship By Date

The ship by date associated with the audit.

Receipt #

The receipt number associated with the audit.

Inventory Status

The inventory status associated with the audit.
Refers to an inventory sub classification based on the results
of the inventory control processes within the warehouse

Country/Region Of Origin

The manufacturing country or region code associated with
the audit.

Table 477. Location Inventory Audit Detail, Other References
Fields

334

Reference #1

Reference values captured for the audit

Reference #2

Reference values captured for the audit

Reference #3

Reference values captured for the audit

Reference #4

Reference values captured for the audit

Reference #5

Reference values captured for the audit

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Location Inventory Audit Details for Containers
The container level Location Inventory Audit Details screen lets you view container
inventory audit details.
Table 478. Location Inventory Audit Details, Container Information
Fields
Enterprise

The enterprise associated with the container.

Pallet ID

The pallet LPN associated with the container.

Case ID

The case LPN associated with the container.

Audit Type

The type of audit. The Audit Type is either "In" or "Out". The
Audit Type "In" indicates that the LPN was created in or
moved into a location. Audit Type "Out" indicates that the
LPN was removed from or moved out of a location.

Table 479. Location Inventory Audit Details, Audit Information
Fields
Location

The location identifier. Click this link to view location details.

Date

The date on which the audit was performed.

User ID

The user id associated with the audit.

Task Type

The task type associated with the audit.

Parent Pallet ID

The parent pallet LPN of the container.

Parent Case ID

The parent case LPN of the container.

Adjustment Type

The type of adjustment for the audit. Valid values are:
RECEIPT, ADJUSTMENT, SHIPMENT, RETURN.

Table 480. Location Inventory Audit Details, Transaction Reference
Fields
Order #

The order number associated with the audit.

Release #

The order release number associated with the audit.

Order Line #

The order line number associated with the audit.

Shipment #

The shipment number associated with the audit.

Container #

The container number associated with the audit.

Program ID

The identifier of the program that created the audit.

Adjustment Reason Code

The reason code associated with the adjustment.

Reason Text

Additional information as to why the adjustment was made.

Table 481. Location Inventory Audit Details, Other References
Fields
Reference #1

Reference values captured for the audit.

Reference #2

Reference values captured for the audit.

Reference #3

Reference values captured for the audit.

Reference #4

Reference values captured for the audit.

Reference #5

Reference values captured for the audit.

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Chapter 41. Task Console Screens
About Task Console Screens
The Task Console lets you to optimize warehouse throughput and maximize
worker efficiency. It enables you to perform the following task management tasks:
v Assign tasks
v Reprioritize tasks
v Modify task location and quantity
v Complete a task
v Cancel certain types of tasks
v View summary level information across all tasks for a node
This chapter provides screen and field descriptions for the Task Console.

Task Search By Task Type
The Task Search By Task Type screen lets you enter the criteria for the search.
Table 482. Task Search By Task Type
Fields
Node

Displays the node you are logged in as.

Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use. Or choose Across Enterprises to
use of all the Enterprises.

Task Type

Choose one or more task types to search for. This is
mandatory.

Start No Earlier Than

Enter a time range to search for tasks that should be started
within the time range specified, if applicable.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
Click Search to view the search results in the Task Summary screen.

Task Summary
The Tasks Summary screen displays the tasks that are to be completed within a
specific time frame, which is typically the current day, or the time selected in your
search criteria. If there are tasks that are not yet complete, these tasks also display.
This screen enables you to quickly determine what work is being done and which
tasks are at risk. The details display as data within a graph and also within a table
as more granular details.

337

Table 483. Task Summary
Task Summary
The Task Summary graph displays a summary of all the available tasks. The graph
displays the following information:
v Completed - The number of tasks completed. Completed tasks display as gray boxes in
the graph.
v Open To InProgress - The number of tasks that are either open or in progress. These
tasks display as green boxes in the graph.
v # Tasks at Risk of Delay - The number of tasks that are at a risk of getting delayed.
These tasks display as red boxes in the graph.

Fields
# Of Users Logged In

The number of users currently logged in. Click this link to
view the User List, which displays a list of available users.

Current Time

The current time.

End Of Day

Midnight of the present day.

Task Type

The task type. Click this link to view the Task Summary By
Zone screen.

Name

The name of a task type.

Open Tasks

The number of tasks that are open, which includes the
following states:
v Open
v Held
v Suggested
v In Progress
Click this link to view the Task Summary By Zone screen,
which displays a breakdown of open task summaries.

# Tasks At Risk Of Delay

338

The number of tasks at risk of delay. This is estimated based
on finish time of tasks, the number of users working on the
task type, standard rate, and current time.

Standard Rate

The standard rate of work, or the number of tasks per hour.

Effort (Hrs)

The amount of effort in hours. Effort equals the Open Tasks
divided by the Standard Rate.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 483. Task Summary (continued)
# Logged In / Available
Users

The number of people logged in who possess the skills
required to perform the task at hand. The first number
indicates how many people are currently performing the task.
The second number indicates the total number of people
capable of performing the task, including those who are
currently performing the task.
For example, 3/5 indicates that five people are capable of
performing a specific task type; three of those five people are
currently performing that task type. Click this link to view
the User List screen, which displays a list of available users.

Past Due

The number of tasks that should have been completed but are
still open.

# Batches

The number of batches open for this task type.

Completed Tasks

The number of completed tasks.

Task Summary By Zone
The Task Summary By Zone screen lets you view task summaries by zone. Tasks
are grouped by type and listed with information about the zones where a specific
task is performed.
Table 484. Task Summary By Zone
Fields
Zone

The name of the zone where a specific task is performed.

# Of Tasks Originating
Here

The number of tasks that originate in the zone specified.

# Of Tasks Terminating
Here

The number of tasks that end in the zone specified.

Open Task Summary
The Open Task Summary screen lets you view an open task summary breakdown.
Tasks are grouped by type and listed with information about the users performing
a task, tasks open, tasks at risk, and estimated time length to perform those tasks.
Table 485. Open Task Summary
Fields
Task Type

The name of the zone that has a specific task.

# Of Users Logged In
Performing This Task

The number of users logged in who are performing the task
specified.

Scheduled Start Time

The time at which a specific task is scheduled to begin.

Scheduled End Time

The time at which a specific task is scheduled to finish.

Open Tasks

The number of tasks specified that are currently open.

# Of Tasks At Risk Of
Delay

The number of tasks specified that are currently at risk of
being delayed.

Estimated Start Time

The time at which a specific task is estimated to begin.

Estimated End Time

The time at which a scheduled task is estimated to finish.

Chapter 41. Task Console Screens

339

User List (selection)
The User List screen lets you view a list of available users.
Table 486. User List
Fields
Node

The node to which the user belongs.

User ID

The ID of the person to perform tasks within the node.

User Name

The name of the person that corresponds with a specific User
ID.

Logged In

An icon displays to show that the user is logged in.

Most Recent Task

The most recent task a user has worked on.

Activity Date

The date and time of the activity.

Task Search By Zone
The Task Search By Zone screen lets you perform a task search by zone.
Table 487. Task Search By Zone
Fields
Node

Select the appropriate node to search for. This is mandatory.

Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use. Or choose Across Enterprises to
use of all the Enterprises.

Activity Group

Select an activity group to search for, if applicable.

Task Type

Choose one task type to search for. The search results are
populated based on Activity Group, if applicable.

Task Status

Select a task status range to search for, if applicable.

Task ID

Enter a task ID to search for, if applicable.

Start Task After

Enter a time range to search for tasks that should be started
after the time range specified, if applicable.

Assigned To User

Enter a user name to search for, if applicable. Or choose the
Lookup icon to find the user name you want to search for, if
applicable.

Only Unassigned Tasks

Choose this to search for only tasks that are not assigned to a
user.

Show Hierarchy

Choose this to show a hierarchical list of results, if applicable.
This option is most appropriate when you are searching for
both Summary Tasks and Detail Tasks at the same time, but
not individually.

Search History

Choose this to search history records, if applicable. If selected,
only history records are shown.

Show Only

Choose Summary Tasks to list only task summaries, if
applicable.
Choose Detail Tasks to show a list of detail tasks, if
applicable.
Choose All Tasks to show both summaries and details, if
applicable.

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Table 487. Task Search By Zone (continued)
Fields
Source Zone

Enter the source zone to search for, if applicable.

Source Location

Enter the source location to search for, if applicable.

Target Zone

Enter the target zone to search for, if applicable.

Target Location

Enter the target location to search for, if applicable.

Max Records

Enter the maximum number of tasks you want returned from
your search.

Task Search By Inventory
The Task Search By Inventory screen lets you perform a task search by inventory.
Table 488. Task Search by Inventory
Fields
Node

Select the appropriate node to search for. This is mandatory.

Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use. Or choose Across Enterprises to
use of all the Enterprises.

Activity Group

Select an activity group to search for, if applicable. This
search criteria displays the activity group specified and any
task types that belong to it.

Task Type

Choose one task type to search for. The search results are
populated based on Activity Group, if applicable.

Task Status

Select a task status range to search for, if applicable.

Start Task After

Enter a time range to search for tasks that should be started
after the time range specified, if applicable.

Show Only

Choose Summary Tasks to list only task summaries, if
applicable.
Choose Detail Tasks to show a list of task details, if
applicable.
Choose All Tasks to show both summaries and details, if
applicable.

Item ID

Enter an item ID to search for or choose the Lookup icon to
find an item ID to search for, if applicable.

Product Class

Select a product class to search for, if applicable.

UOM

Select a unit of measure to search for, if applicable.

Item Classification

Enter the item classification to search for, if applicable.
Note: A maximum of three item classifications displays based
on the Count Classifications configurations. This displays
only when the Activity Group is ‘Count'.

Inventory Status

Select an inventory status to search for, if applicable.

Chapter 41. Task Console Screens

341

Table 488. Task Search by Inventory (continued)
Fields
Max Records

Enter the maximum number of tasks you want returned from
your search.

Task Search By Reference
The Task Search By Reference screen lets you perform a task search by reference.
Table 489. Task Search By Reference
Fields
Node

Select the appropriate node to search for. This is mandatory.

Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use. Or choose Across Enterprises to
use of all the Enterprises.

Activity Group

Select an activity group to search for, if applicable.

Task Type

Choose one task type to search for. The search results are
populated based on Activity Group, if applicable.

Task Status

Select a task status range to search for, if applicable.

Start Task After

Enter a time range to search for tasks that should be started
after the time range specified, if applicable.

Show Only

Choose Summary Tasks to list only task summaries, if
applicable.
Choose Detail Tasks to show a list of task details, if
applicable.
Choose All Tasks to show both summaries and details, if
applicable.

Batch #

Enter the batch number to search for, if applicable.

Wave #

Enter the wave number to search for, if applicable.

Shipment #

Enter the shipment number to search for, if applicable.

Container #

Enter the container number to search for, if applicable.

Order #

Enter the order number to search for, if applicable.

Carrier

Enter the carrier to search for, if applicable.

Load #

Enter the load number to search for, if applicable.

Move Request #

Enter the move request number to search for, if applicable.

Count Request #

Enter the count number to search for, if applicable.

Work Order #

Enter the work order number to search for, if applicable.

Max Records

Enter the maximum number of tasks you want returned from
your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.

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Click Search to view the search results in the Task List screen.

Task Search By Exception
The Task Search By Exception screen lets you perform a task search by exception.
Table 490. Task Search By Exception
Fields
Node

Select the appropriate node to search for. This is mandatory.

Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use. Or choose Across Enterprises to
use of all the Enterprises.

Activity Group

Select an activity group to search for, if applicable.

Task Type

Choose one task type to search for. The search results are
populated based on Activity Group, if applicable.

Task Status

Select a task status range to search for, if applicable.

Start Task After

Enter a time range to search for tasks that should be started
after the time range specified, if applicable.

Tasks With All Following
Holds

Choose one or more of the following check boxes, as
applicable:
v Exception - to search for all tasks on hold due to an
exception.
v Dependency - to search for all tasks on hold because a
prerequisite task has not yet been completed.
v Batch - to search for all tasks that are on hold because they
have not yet been added to a batch.

Hold Reason

If you have chosen to search only tasks marked "Held", select
the hold reason, if applicable.

Show Only

Choose one of the following types of tasks to display:
v Summary Tasks - to list only task summaries, if applicable.
v Choose Detail Tasks - to show a list of task details, if
applicable.
v Choose All Tasks - to show both summaries and details, if
applicable.

Max Records

Enter the maximum number of tasks you want returned from
your search.

Task Search By Date
The Task Search By Date screen lets you perform a task search by date.
Table 491. Task Search By Date
Fields
Node

Select the appropriate node to search for. This is mandatory.

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Table 491. Task Search By Date (continued)
Fields
Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use. Or choose Across Enterprises to
use of all the Enterprises.

Activity Group

Select an activity group to search for, if applicable.

Task Type

Choose one task type to search for. The search results are
populated based on Activity Group, if applicable.

Task Status

Select a task status range to search for, if applicable.

Start Task After

Enter a time range to search for tasks that should be started
after the time range specified, if applicable.

Finish Task Before

Enter a task completion time range to search within, if
applicable.

Max Records

Enter the maximum number of tasks you want returned from
your search.

Task Search By At Risk Tasks
The Task Search By At Risk Tasks screen lets you perform a task search by at risk
tasks.
Table 492. Task Search By At Risk Tasks
Fields
Node

Select the appropriate node to search for, if applicable. This is
mandatory.

Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use. Or choose Across Enterprises to
use of all the Enterprises.

Activity Group

Select an activity group to search for, if applicable.

Task Type

Choose one task type to search for. The search results are
populated based on Activity Group, if applicable.

Task Status

Select a task status range to search for, if applicable.

Start Task After

Enter a time range to search for tasks that should be started
after the time range specified, if applicable.

Tasks With All Following
Holds

Exception—choose this to only search for tasks marked
"Held" due an exception, if applicable.
Dependency—choose this to only search for tasks marked
"Held" due to a dependency, if applicable.
Batch—choose this to only search for tasks marked "Held"
due to batching, if applicable.

Max Records

344

Enter the maximum number of tasks you want returned from
your search.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Task List for Task Management Console Screens
The Task List screen displays the results of a task search. This screen lets you
perform actions on a single task or on multiple tasks by selecting the check boxes
adjacent to the relevant tasks and choosing the applicable action from the action
bar.
Table 493. Task List
Actions
View Details

This action button takes you to the Task Detail screen.

Task Assign to User

This action button takes you to the Assign to User screen.

Reprioritize

This action button takes you to the Reprioritize screen.

Hold

This action button takes you to the Hold Reason screen.

Release

This action button releases the specified tasks.
To specify tasks for release, select the check boxes adjacent to
the relevant tasks.

Cancel

This action button takes you to the Cancel Task Reason
screen.

Fields
Task ID

The task ID.
For all types of searches, Summary tasks are indicated by a
Summary Task icon. If you select the Show Hierarchy check
box in the search window, Summary tasks displays as bold
text.

Task Type

The task type.

Priority

The priority assigned to a task type.

Item Classification

The item classification of a task.
Note: A maximum of three item classifications displays based
on the Count Classifications configurations. This displays
only when the Activity Group is ‘Count'.

Task Status

The status of a task.

Source Location

The origin location of a task.

Target Location

The destination location of a task.

Primary Reference

The primary reference of a task.

Predecessor Task

Link to the task that must be completed before the task that
is displayed can be started.

Assigned To User

Link to the user profile.

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345

Task Detail
The Task Detail screen lets you view task summary details.
Table 494. Task Detail, Task
Actions
Hold

This action button takes you to the Hold Reason screen.

Release

This action button releases the task.

Cancel

This action button takes you to the Cancel Task Reason
screen.

Complete

This action button takes you to the Record Count Result
Details screen.

Fields
Node

The node where a task takes place.

Enterprise

The Enterprise that owns a task.

Task Type

The name of a task type.

Task ID

The task's ID.

Task Status

The status of a task.

Task Priority

The priority of task.

Parent Task ID

The task ID of the task's parent.

Created On

The date the task request was created.

Pick For Enterprise

Perform a picking operation for the enterprise.

Table 495. Task Detail, Inventory
Fields
Item ID

The item ID of an item in inventory associated with a task.

Product Class

The product class of an item in inventory associated with a
task.

UOM

The unit of measure of an item in inventory associated with a
task.

Quantity

The quantity of an item in inventory associated with a task.

Serial #

The serial number of an item in inventory associated with a
task.

Ship By Date

The date to ship an item in inventory associated with a task.

Segment

The segment an item in inventory belongs to that is
associated with a task.

Segment Type

The segment type of an item in inventory associated with a
task.

Inventory Status

The condition of an item in inventory associated with a task.

Case ID

The case ID.

Pallet ID

The pallet ID.

Item Classification

The item classification of a task.
Note: A maximum of three item classifications displays based
on the Count Classifications configurations. This displays
only when the Activity Group is ‘Count'.

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Table 496. Task Detail, Location
Fields
These columns list information that pertains to the Source (or origin) and the Target (or
destination) locations.
Zone

The zone within the location associated with a task.

Aisle

The aisle within the location associated with a task.

Location

The identifier of the location associated with a task.

Sort Sequence

The sorting sequence within the location associated with a
task.

Shipment #

The shipment number associated with a task, if applicable.

Wave #

The wave number associate with a task, if applicable.

Table 497. Task Detail, More Attributes
Fields
Start No Earlier Than

The earliest date and time a task should be started.

Finish No Later Than

The latest date and time a task should be completed.

Assigned To User ID

The identifier of the user assigned to complete a task.

Predecessor Task ID

The identifier of a task that must be completed before the
task that is displayed can be started.

Equipment ID

The identifier of the equipment associated with a task.

Table 498. Task Detail, References
Fields
The references that are displayed vary according to the Activity Group utilized.
Batch #

The batch number associated with a task, if applicable.

Container #

The container number associated with a task, if applicable.

Shipment #

The shipment number associated with a task, if applicable.

Wave #

The wave number associate with a task, if applicable.

Complete Task
The Complete Task screen lets you mark a task as completed.
Table 499. Complete Task, Task
Fields
Node

The node where a task takes place.

Enterprise

The Enterprise that owns a task.

Task Type

The name of a task type.

Completed By

The name of the user who completed the task.
Choose the field and Lookup icon to find the user name that
you want to use.

Table 500. Complete Task, Task List
Fields

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Table 500. Complete Task, Task List (continued)
Source Location

Enter the source location where a task originates.

Target Location

Enter the target location where a task originates.

Item ID

The item ID associated with a specific task.

Product Class

The item's product class.

UOM

The item's unit of measure.

Item Description

The description of the item.

Quantity

Enter the quantity of inventory associated with a task.

Serial No

For serial-controlled items, enter the serial number.

From Serial #

The start serial number for the serial range.

To Serial #

The end serial number for the serial range.

Note: You can enter the tag details for a tag-tracked item only if the node that is
performing the task is configured to capture the tag attributes in all operation performed
within the node or if the buyer on a shipment mandates it as a part of the inbound
compliance. For more information about capturing the tag attributes, see the Sterling Selling
and Fulfillment Foundation: Application Platform Configuration Guide.
Lot #

For tag-controlled items, enter the lot number.

Batch #

For tag-controlled items, enter the batch number.

Revision #

For tag-controlled items, enter the revision number.

Quantity

For tag-controlled items, enter the quantity of inventory
associated with the task.

Inventory Status

Select the condition of the inventory associated with a specific
task.

Source Pallet Id

Enter the source pallet ID associated with a specific task.

Source Case Id

Enter the source case ID associated with a specific task.

Target Pallet Id

Enter the target pallet ID associated with a specific task.

Click Save to record the exception reason. Clicking Save after modifying the Target
Location and Quantity fields displays the Modification Reason screen.
Note: In the Serial Entry screen when you click on Toggle Serial Range button, you
can enter the serial range.

Modification Reason for Task Management Console Screens
The Modification Reason screen lets you enter the modification reason code and
reason text.
Table 501. Complete Task Fields
Fields

348

Reason Code

The code of the reason for modification.

Reason Text

The description of the reason for modification.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Summary Task Detail
The Summary Task Detail screen displays task summary details.
Table 502. Summary Task Detail, Summary Task
Actions
Hold

This action button takes you to the Hold Reason screen.

Release

This action button releases the task.

Cancel

This action button takes you to the Cancel Task Reason
screen.

Complete

This action button takes you to the Record Count Result
Details screen.

Update Count

This action button takes you to the Record Count Result
Details screen where you can modify the count result.

Fields
Node

The node where a task takes place.

Enterprise

The Enterprise that owns a task.

Task Type

The name of a task type.

Task ID

The task's ID.

Task Status

The status of a task.

Task Priority

The priority of task.

Parent Task ID

The task ID of the task's parent.

Created On

The date the task request was created.

Table 503. Summary Task Detail, Inventory
Fields
Case ID

The case ID.

Pallet ID

The pallet ID.

Table 504. Summary Task Detail, Location
Fields
These columns list information that pertains to the Source (or origin) and the Target (or
destination) locations.
Zone

The zone within the location associated with a task.

Aisle

The aisle within the location associated with a task.

Location

The identifier of the location associated with a task.

Sort Sequence

The sorting sequence within the location associated with a
task.

Table 505. Summary Task Detail, More Attributes
Fields
Start No Earlier Than

The earliest date and time a task should be started.

Finish No Later Than

The latest date and time a task should be completed.

Assigned To User ID

The identifier of the user assigned to complete a task.

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349

Table 505. Summary Task Detail, More Attributes (continued)
Fields
Predecessor Task ID

The identifier of a task that must be completed before the
task that is displayed can be started.

Equipment ID

The identifier of the equipment associated with a task.

Task Status Details
The Task Status Details screen lets you view the status of a task on hold.
Table 506. Task Status Details
Fields
Exception Hold

Indicates that a task is on hold due to an exception.

Dependency Hold

Indicates that a task is on hold due to a prior dependency
that must be completed.

Batch Hold

Indicates that a task is on hold due to batching reasons.

Hold Reason Code

Displays the code associated with putting a task on hold, if
applicable.

Hold Reason Text

Displays the description of why a task is on hold, if
applicable.

Task Status Audits
The Task Status Audits screen lets you view the status audit trail of a task.
Table 507. Task Status Audits, Task
Fields
Node

The node where a task takes place.

Enterprise

The Enterprise that owns a task.

Task Type

The name of a task type.

Task ID

The task's ID.

Task Status

The status of a task.

Task Priority

The priority of task.

Parent Task ID

The ID of the parent task.

Created On

The date a task request was created.

Table 508. Task Status Audits, Task Status Audit
Fields

350

Modified On

The date and time a task status changed.

User ID

The ID of the user who changed a task status.

Old Status

The status of a task before it was changed.

New Status

The status a task was changed to.

Reason Code

The reason code associated with the status change.

Reason Text

The reason text associated with the status change.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Assign to User
The Assign to User screen lets you assign a task to a user.
Table 509. Task Status Audits, Task Status Audit
Field
Assign To

Enter the identifier of the user to whom the task is assigned.

User Search By All Attributes
The User Search By All Attributes lets you find a task user.
Table 510. User Search By All Attributes
Fields
Node

Choose a node to search for, if applicable.

Task Type

Choose a task type to search for, if applicable.

User ID

Enter a user ID to search for, if applicable.

User Name

Enter a user name to search for, if applicable.

Only Logged In Users

Check this if you want to narrow your search to display only
users that are currently logged in, if applicable.

Zone

Enter a zone to search for, if applicable.

Aisle

Enter an aisle to search for, if applicable.

Source / Target / Either

For the zone and aisle you are searching for, choose Source to
specify an originating point, choose Target to specify a
destination point, or choose Either to specify that they are
either the source or target (or both).

Max Records

Enter the maximum number of users you want returned from
your search.

User List Selection
This User List screen lets you select a user to whom a task is assigned.
Table 511. User List (selection)
Fields
Node

The node to which the user belongs.

User ID

The ID of the person to perform tasks within the node.

User Name

The name of the person that corresponds with a specific User
ID.

An icon displays if the user is logged in.

Reprioritize
The Reprioritize screen lets you reprioritize a task.
Table 512. Reprioritize
Fields
Priority

Enter the new priority of the task.

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351

Hold Reason
The Hold Reason screen lets you put a task on hold.
Table 513. Hold Reason
Fields
Hold Reason Code

Enter the code of the reason for putting the task on hold.

Hold Reason Text

Enter the reason for putting the task on hold.

Cancel Task Reason
The Cancel Task Reason screen lets you cancel a task.
Table 514. Cancel Task Reason
Fields
Reason Code

Enter the code of the reason for cancelling the task.

Hold Reason Text

Enter the reason for cancelling the task.

User Detail
The user Detail screen lets you view the tasks assigned to a user.
Table 515. User Detail, User
Fields
Organization

The organization to which a user belongs.

User ID

The ID of a person who performs tasks within the node.

User Name

The name of the person that corresponds with a specific User
ID.

The login status of a user.

Table 516. User Detail, User Task Types
Fields
Activity Group

The activity groups to which a user belongs.

Task Type

The task types associated with a user.

Priority

The priority of tasks associated with a user.

Table 517. User Detail, User Zones
Fields
Zone

The zones associated with a user.

Aisle

The aisle associated with a user.

Type

The type associated with a user.

Note:
Problem: While performing replenishment, if minimum and/or maximum
replenishment tasks are not available.

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Cause: The Inventory Below Min and Inventory Below Current Demand alerts are
not selected. Also, all dedicated locations are below minimum and non-dedicated
locations are below current demand.
Resolution: Ensure that the Inventory Below Min and Inventory Below Current
Demand alerts are selected. Additionally, all dedicated locations should be above
minimum and non-dedicated locations above current demand.

Batch Search By All Attributes
The Batch Search By All Attributes screen lets you perform a batch search.
Table 518. Batch Search By All Attributes
Fields
Node

Select the appropriate node to search for. This is mandatory.

Enterprise

Choose the field and lookup option to find the specific
Enterprise you want to use. Or choose Across Enterprises to
use of all the Enterprises.

Activity Group

Choose an activity group to search for, if applicable.

Task Type

Choose the task type to search for, if applicable.

Batch #

Enter the batch number to search for, if applicable.

Batch Status

Choose a batch status to search for, if applicable.

Equipment Type

Enter an equipment type to search for, if applicable.

Request #

Enter a request number to search for, if applicable.

Wave #

Enter a wave number to search for, if applicable.

Shipment #

Enter a shipment number to search for, if applicable.

Search History

Select this to search only history tasks, if applicable.

Max Records

Enter the maximum number of task batches you want
returned from your search.

Batch List
The Batch List screen displays the results of a task batch search.
Table 519. Batch List
Actions
View Details

This action button takes you to the Batch Detail screen.

This action button takes you to the Print Batch screen.

Fields
Batch #

The number associated with the batch.

Task Type

The task type associated with the batch.

Batch Status

The completion status of the batch.

Equipment Type

The equipment associated with the batch.

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353

Batch Detail
The Batch Detail screen lets you view batch details.
Table 520. Batch Detail, Batch
Actions
Complete

This action button takes you to the Complete Batch screen.

This action button takes you to the Print Batch screen.

Fields
Node

The node associated with a task batch.

Task Type

The task type associated with a task batch.

Batch #

The number associated with a task batch.

Batch Status

The status associated with a task batch.

Equipment Type

The equipment type associated with a task batch.

Created On

The date a batch was created.

User ID

The ID of the person who created the batch.

Table 521. Batch Detail, Task List
Actions
View Details

This action button takes you to the Task Detail screen.

Fields
Task ID

The task ID of a specific task.

Task Type

The task type of a specific task.

Task Status

The current status of a task

Source Location

The origin location of a specific task.

Target Location

The destination location of a specific task.

Primary Reference

The primary reference of a task.

Item ID

The item ID associated with a specific task.

Product Class

The item's product class.

UOM

The item's unit of measure.

Quantity

The item quantity associated with a specific task.

Complete Batch for Task Management Console Screens
The Complete Batch screen lets you mark a batch as completed.
Table 522. Complete Batch
Fields

354

Source Location

Enter the source location where a task originates.

Target Location

Enter the target location where a task originates.

Item ID

The item ID associated with a specific task.

Product Class

The item’s product class.

UOM

The item’s unit of measure.

Item Description

The description of the item.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 522. Complete Batch (continued)
Fields
Quantity

Enter the quantity of inventory associated with a task.

Serial No

For serial-controlled items, enter the serial number.

From Serial #

The start serial number for the serial range.

To Serial #

The end serial number for the serial range.

You can enter the tag details for a tag-tracked item only if the node that is performing the
task is configured to capture the tag attributes in all operation performed within the node
or if the buyer on a shipment mandates it as a part of the inbound compliance. For more
information about capturing the tag attributes, see the Sterling Selling and Fulfillment
Foundation: Application Platform Configuration Guide.
Lot #

For tag-controlled items, enter the lot number.

Batch #

For tag-controlled items, enter the batch number.

Revision #

For tag-controlled items, enter the revision number.

Quantity

For tag-controlled items, enter the quantity of inventory
associated with the task.

Inventory Status

Select the condition of the inventory associated with a specific
task.

Source Pallet Id

While picking a pallet, enter the pallet ID of the pallet that is
picked.
While picking an item enter the pallet ID of the pallet from
which the item is picked.

Source Case Id

While picking a case, enter the case ID of the case that is
picked.
While picking an item enter the case ID of the case from
which the item is picked.

Target Pallet Id

Enter the pallet ID of the pallet into which the item is
deposited.

Note: In the Serial Entry screen when you click on Toggle Serial Range button, you
can enter the serial range.

Print Batch
The Print Batch screen lets you print batch details.
Table 523. Print Batch
Fields
Print Service Name

Choose the print service name you want to print.

Printer Name

Select the printer name you want to print from.

No. of Copies

Enter the number of copies of batch list you want to print.

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Chapter 42. Confirm Batch Screens
Confirm Batch Screen
You can confirm a batch with the help of this screen.
Table 524. Confirm Batch
Fields
Batch #

Enter the batch number associated with the batch you are
confirming.

Target Location

Enter the location where the batch is dropped off. Choose the
field and lookup option to find the specific target location
you want to use.

Target LPN No

Enter the LPN number if the batch has been picked onto an
LPN.

User ID

Enter the user ID associated with the batch you are
confirming.
This is automatically populated to the current user by the
system.

Start No Earlier Than

The current system date and time is automatically populated.
Enter different start date and time when the batch was
started, if applicable.

Finish No Later Than

The current system date and time is automatically populated.
Enter different finish date and time when the batch was
finished, if applicable.

Access Complete Batch Screen
Procedure
1. Click the Confirm button to confirm the batch.
2. Click the Confirm with Details button to complete a batch with details. This
takes you to the Complete Batch screen.

Complete Batch for Confirm Batch Console Screens
The Complete Batch screen allows you to complete a batch that is confirmed with
details.
Table 525. Complete Batch
Fields
Source Location

Enter the source location where a task originates.

Target Location

Enter the target location where a task originates.

Item ID

The item ID associated with a specific task.

Product Class

The item's product class.

UOM

The item's unit of measure.

Item Description

The description of the item.

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Table 525. Complete Batch (continued)
Fields
Quantity

Enter the quantity of inventory associated with a task.

Serial No

For serial-controlled items, enter the serial number.

You can enter the tag details for a tag-controlled item, if the node that is confirming a
batch is configured to capture the tag attributes in all operations performed within the
node, or if the buyer on a shipment mandates it as a part of the inbound compliance. For
more information about capturing the tag attributes, see the Sterling Selling and Fulfillment
Foundation: Application Platform Configuration Guide.
Lot #

For tag-controlled items, enter the lot number.

Batch #

For tag-controlled items, enter the batch number.

Revision #

For tag-controlled items, enter the revision number.

Quantity

For tag-controlled items, enter the quantity of inventory
associated with the task.

Inventory Status

Select the condition of the inventory associated with a specific
task.

Source Pallet Id

While picking a pallet, enter the pallet ID of the pallet that is
picked.
While picking an item enter the pallet ID of the pallet from
which the item is picked.

Source Case Id

While picking a case, enter the case ID of the case that is
picked.
While picking an item enter the case ID of the case from
which the item is picked.

Target Case Id

Enter the Case ID of the case into which the item is
deposited.

Target Pallet Id

Enter the pallet ID of the pallet into which the item is
deposited.

Click the Save button to enter appropriate reasons for adjusting the quantity. This
takes you to the Modification Reason screen.

Modification Reason for Confirm Batch Console Screens
Enter the appropriate reasons for adjusting the quantity.
Table 526. Modification Reason
Fields

358

Reason Code

Select the applicable exception reason code for the
modification.

Reason Text

Enter any additional comments for the modification.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 43. Record Count Screens
About Record Count Screens
A warehouse operator records count task results to indicate the completion of the
count task that was assigned. During the process of recording the count task
results, the system automatically computes and records the count variance.
The Record Count Results screen provides information about recording the count
results.

Recording Count Results
You can record count results to indicate the completion of a count task operation
with the help of this screen.
Table 527. Record Count Results
Fields
Task ID

The count task ID.

Location

The location where the count was performed.

Click Proceed. The Record Count Result Details screen displays where you can
record the count task results.

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Chapter 44. Log Productivity Screens
About the Log Productivity Screens
The Sterling Warehouse Management System provides the ability to record
additional productivity information. The manual entry of productivity is done for
activities that are done outside of the system but reflect the work done by the user.
Examples include stacking of shipping cartons, checking for consolidation
opportunities and physical check of aisles and locations for cleanliness.
The Log Productivity screen enables you to create productivity.

Log Productivity Screen
Use this screen to create productivity.
Table 528. Log Productivity
Fields
Node

Node associated with the productivity.

Enterprise

Enter or select the enterprise associated with the productivity.

Productivity Type

Enter the productivity type associated with the productivity.
Choose the field and Lookup icon to go search for the
productivity type. For more information, see the Sterling
Selling and Fulfillment Foundation: Application Platform User
Guide.

User

Enter the user ID associated with the productivity

Execution Date

Enter the date on which the tasks were performed.

Click Create Productivity to create productivity. The Productivity Details screen
displays. For more information about productivity details, see the section,
"Productivity Details".

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Chapter 45. Productivity Console Screens
Productivity Search By Productivity Type
You can search for productivity that fall within a particular productivity type with
the help of this screen.
Table 529. Productivity Search By Productivity Type
Fields
Node

The node associated with productivity.

Enterprise

Select the enterprise you are searching for.

Across Enterprises

Select this option if you are searching across all enterprises.

Productivity Type

Enter the productivity type you want to search for, if
applicable.

User ID

Enter the user ID associated with the productivity you want
to search for, if applicable.

Date of Execution

Enter the date range of productivity execution, if applicable.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
The Productivity List screen displays as a result of this search.

Productivity List
The Productivity List window displays the results of a productivity search. You can
perform actions on a single productivity type or multiple productivity types by
selecting the check boxes of the productivity types you want to perform an action
on and choosing the applicable action from the action bar.
Table 530. Productivity List
Actions
View Details

This action takes you to the Productivity Details screen where
you can modify the productivity details.

Delete

This action allows you to delete the selected productivity.

Fields
Productivity Type

The productivity type associated with the productivity.

Description

A brief description of the productivity type.

User ID

The user associated with the productivity.

Enterprise

The enterprise associated with the productivity.

Execution Date

The date on which the tasks were performed.

Start Time

The start time of the task included in the productivity batch.

End Time

The end time of the task included in the productivity batch.

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Table 530. Productivity List (continued)
Credited Time

Time credited to the user to perform the task.
This value is based on the calculations from the Standard
Allowable Minutes (SAM) details for the productivity type.

Productivity Details
You can modify the productivity details with the help of this screen.
Table 531. Productivity Details, Productivity
Fields
Node

The node associated with the productivity.

Enterprise Code

The enterprise associated with the productivity.

Productivity Type

The productivity type associated with the productivity.

User ID

The user who performed the tasks.

Execution Date

The date on which the tasks were performed.

Credited Time

The time credited to the user to perform the tasks.

Table 532. Productivity Details, Productivity Metrics
Fields
No. of Pallets

Number of pallets handled by the user.

No. of Cases

Number of cases handled by the user.

No. of Items

Number of items handled by the user.

No. of Units

Number of units handled by the user.

No. of Tasks

Number of tasks handled by the user.

No. of Source Aisles Visited Number of source aisles visited by the user.
No. of Target Aisles Visited Number of target aisles visited by the user.
No. of Source Location
Visited

Number of source locations visited by the user.

No. of Target Location
Visited

Number of target locations visited by the user.

Start Time

The start time of the task included in the productivity batch.

End Time

The end time of the task included in the productivity batch.

Table 533. Productivity Details, Productivity References
Fields

364

Request #

The request number associated with the productivity
reference.

Order #

The order number associated with the productivity reference.

Receipt #

The receipt number associated with the productivity
reference.

Shipment #

The shipment number associated with the productivity
reference.

Batch #

The batch number associated with the productivity reference.

Carrier

The carrier code associated with the productivity reference.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 533. Productivity Details, Productivity References (continued)
Fields
Load #

The load number associated with the productivity reference.

Bol #

The bill of lading number associated with the productivity
reference.

Trailer #

The trailer number associated with the productivity reference.

Manifest #

The manifest number associated with the productivity
reference.

Item Classification code

The classification code associated with the productivity
reference.

Release #

The release number associated with the productivity
reference.

Prime Line #

The order line number associated with the productivity
reference.

Sub Line #

The order-sub-line number associated with the productivity
reference. For example, kit components have the same prime
line number, but different sub line numbers for each of the
components.

Wave #

The wave number associated with productivity reference.

Wave Date

The date on which the wave was released.

Container #

The container number associated with the productivity
reference.

Note: The field values displayed vary depending on the productivity type
selected.

Chapter 45. Productivity Console Screens

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Chapter 46. Derive Labor Standards Screens
About Derive Labor Standards Screens
Sterling Selling and Fulfillment Foundation provides the ability to automatically
derive labor standards or Standard Allowable Minutes (SAM) based on the
historical data of tasks or activities performed by warehouse users over a period of
time. The Derive Labor Standards console enables you to derive labor standards
for a productivity type at a specified time.
Some of the parameters taken into account when deriving the labor standards are:
v Time spent by the user to complete the task
v
v
v
v
v
v

Number of tasks completed in the given period of time
Distance covered by the user when executing the task
Number of source and/or target locations visited by the user
The weight borne by the user when executing the task
Number of cases or pallets picked
Number of items picked

This chapter provides the screen and field descriptions for the Derive Labor
Standards screens.

Activities Search By Date Range
You can search for activities that fall within a particular productivity type on this
screen.
Table 534. Activities Search By Date Range
Fields

Description

Node

The node associated with the productivity.

Productivity Type

Enter the productivity type for which you want to search, if
applicable.

Start Date

Enter the start date for the time period to be considered for
calculating the productivity.
This field is mandatory.

End Date

Enter the end date for the time period to be considered for
calculating the productivity.
This field is mandatory.

Max Records

Enter the maximum number of records to be listed as a result
of your search.

Note: Do not use spaces before or after any text you enter in the search fields as
this may result in inconsistent or inaccurate results.
The Productivity Type List screen displays as a result of this search.

367

Productivity Type List
The Productivity Type List window provides visibility to productivity types
associated with the activity.
Table 535. Productivity Type List
Actions
View Summary

This action takes you to the Productivity Summary screen
where you can view the productivity details.

Fields
Productivity Type

The productivity type.
Click the Plus icon to view the productivity types associated
with this equipment type.

SAM Defined On

The date and time when SAM was last modified.

SAM Defined By

The user who last modified SAM.

Equipment Type

The equipment type associated with the productivity type.

Description

A brief description of the productivity type.

SAM Defined On

The date and time when the SAM for the productivity type
was last modified.

SAM Defined By

The user who last modified the SAM for the productivity
type.

Productivity Summary
You can view the productivity details on this screen.
Table 536. Productivity Summary, Productivity Type
Actions
Compute SAM

This action takes you to the Derive Labor Standards,
Compute SAM Action screen, which enables you to compute
the SAM for the productivity type.

Fields
Node

The node associated with the productivity.

Productivity Type

The productivity type.

Description

A brief description of the productivity type.

Equipment Type

The equipment type associated with the productivity type.

Start Date

The start date for the time period to be considered for
calculating the productivity.

End Date

The end date for the time period to be considered for
calculating the productivity.

Table 537. Productivity Summary, User List

368

Fields

Description

User Name

The identifier of the user who performed the tasks.

Credited Minutes

The time (in minutes) credited to the user.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 537. Productivity Summary, User List (continued)
Fields

Description

Efficiency %

The percentage of the user's efficiency. The user efficiency is
calculated by dividing the time (in minutes) credited to the
user by the total time (in minutes) taken to complete the task.
The credited time is computed based on the old SAM values.

Estimated Efficiency %

The percentage of the user's estimated efficiency. The user
efficiency is calculated by dividing the time (in minutes)
credited to the user by the total time (in minutes) taken to
complete the task. The credited time is computed based on
derived SAM values.

Table 538. Productivity Summary, Execution SAM Estimates
Fields

Description

SAM

Indicates the standard allowable minutes associated with the
productivity type.

Current Value

The current SAM value of the productivity type.

Estimated Value

The estimated SAM value of the productivity type.

Table 539. Productivity Summary, Planning SAM Estimates
Fields

Description

SAM

Indicates the standard allowable minutes associated with the
productivity type.

Current Value

The current SAM value of the productivity type.

Estimated Value

The estimated SAM value of the productivity type.

Derive Labor Standards Screen
This screen aids you in deriving the labor standards.
Table 540. Derive Labor Standards, Compute SAM Action
Fields

Description

Derive Execution Standards Check this box to derive execution standards.
Derive Planning Standards

Check this box to derive planning standards.

Consider Selected User(s)
% Efficient

Enter the values of efficiency percentages for the selected
users.

Chapter 46. Derive Labor Standards Screens

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Chapter 47. User Time Sheet Screens
About User Time Sheet Screens
Sterling Selling and Fulfillment Foundation provides the ability to view
productivity information based on the amount of time spent by users on the
various tasks they performed during a given period of time.
This chapter provides the screen and field descriptions for the User Time Sheet
screens.

User Time Sheet Search By User
The User Time Sheet Search By User screen lets you enter the criteria to search for
a specific user’s time sheet.
Table 541. User Time Sheet Search By User
Field

Description

Node

The node to which the user belongs.

User ID

Enter the identifier of the user.
Note: If you do not enter the user ID, the time sheet displays
all users for the selected date.

Date

Enter the date for which you want to calculate the time sheet.

Enter Date Range

Click to enter the date range for which you want to view the
user time sheet.

Date of Execution

Enter the date range for which you want to complete the time
sheet, if applicable.

Max Records

Enter the maximum number of records to be listed as as a
result of your search.

Note: Do not use spaces before or after any text you enter in the search fields, as
this may result in inconsistent or inaccurate results.
The Time Sheet screen displays as a result of your search.

Time Sheet
The Time Sheet screen provides visibility to the time spent by users to perform
various tasks during the selected date range. This screen displays the time slot in
colored boxes in a table based on the activity group to which the task belongs.
Table 542. Time Sheet,
Field

Description

User

Displays the identifier of the user associated with the time
sheet.

Date (s)

The date for which the time sheet is calculated.

371

Table 542. Time Sheet, (continued)
Field

Description

Utilization %

The percentage of the user's utilization. This is calculated as:
Utilization% = The amount of time spent by the user
performing the tasks/ the number of hours defined per day *
100.

Table 543. Time Sheet, Legend

372

Black

Indicates unavailable time slots.

Green

Indicates time slots for put away.

Yellow

Indicates time slots for replenishment.

Blue

Indicates time slots for retrieval.

Orange

Indicates time slots for picking.

Cyan

Indicates time slots for receipt.

Pink

Indicates time slots for count.

Light Pink

Indicates time slots for VAS.

Peach

Indicates time slots for packing.

Purple

Indicates time slots for outbound inventory container build.

Aqua

Indicates time slots for shipping container build.

Red

Indicates time slots for shipping.

Gray

Indicates time slots for inspection.

Off-White

Indicates time slots for transportation.

Indicates time slots for login.

White

Indicates idle time slots.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 48. Resource Planning Screens
About Resource Planning Screens
The Resource Planning tool provides a warehouse with the ability to plan for
expected workload and determine the number of resources that is required to
complete all activities. Having provided visibility to the expected resources,
warehouse personnel can accurately plan for overtime, temporary staffing, and so
forth thus optimizing the resource costs.
Resource planning console provides:
v Comprehensive visibility to standard capacities.
v Ability to foresee demand and capacity.
v Ability to recognize the availability of resources on selected dates.
v Ability to move resources between various resource pools depending on the
viability.
v Ability to assign extended shifts to various resources based on demand.
v Ability to push demands to a further date depending on resources and
requested ship dates.

Defining Standard Capacity
You can define a standard capacity for different resource pools based on the
effective start and end dates, units of measure, and so forth.
Table 544. Defining Standard Capacity
Fields
Resource Pool

Select the resource pool from the drop-down list for which
you want to define the standard capacity.

Resource Pool Current Standard Capacity Details
You can view and override the standard capacity details.
Table 545. Resource Pool Current Standard Capacity Details, Resource Pool
Fields
Resource Pool

The resource pool for which the standard capacity is defined.

Resource Pool Description

The description of the resource pool.

Node

The ship node associated with the resource pool.

Capacity Organization

The capacity organization defined for the selected resource
pool.

Supervisor ID

The identifier of the supervisor.

Table 546. Resource Pool Current Standard Capacity Details, Current Standard Capacity
Fields
Effective Start Date

Enter the start date for which you want to define the
standard capacity.

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Table 546. Resource Pool Current Standard Capacity Details, Current Standard
Capacity (continued)
Fields
Effective End Date

Enter the end date for which you want to define the standard
capacity.

Slot

The name of the slots available in a warehouse.

Start Time

The time at which the slot begins.

End Time

The time at which the slot ends.

Copy From

Enter the value of capacities you want to copy to the selected
days of the week.

Days of the Week

The capacity of each slot on all days of the week.

Table 547. Resource Pool Current Standard Capacity Details, Standard Capacity Periods
Actions
View Standard Capacity

This action takes you to the Resource Pool Standard Capacity
Details.

Create New

This action takes you to the Resource Pool Standard Capacity
Period.

Delete

This action deletes the selected standard capacity periods.

Fields
Start Date

Enter the date on which you want to begin the period for
standard capacity.

End Date

Enter the date on which you want to end the period for
standard capacity.

Resource Pool Standard Capacity Details
You can view the standard capacity details.
Table 548. Resource Pool Standard Capacity Details, Resource Pool
Fields
Resource Pool

The resource pool for which the standard capacity is defined.

Resource Pool Description

The description of the resource pool.

Node

The node associated with the resource pool.

Capacity Organization

The capacity organization defined for the selected resource
pool.

Supervisor ID

The identifier of the supervisor of the resource pool.

Table 549. Resource Pool Standard Capacity Details, Standard Capacities
Actions
Copy Capacity

This action copies the capacity entered in the "copy from"
field to the selected days of the week.

Fields

374

Effective Start Date

Enter the date on which you want to begin the standard
capacity period.

Effective End Date

Enter the date on which you want to end the standard
capacity period.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Resource Pool Standard Capacity Period
You can view the standard capacity period details.
Table 550. Resource Pool Standard Capacity Period, Resource Pool
Fields
Resource Pool

The resource pool for which the standard capacity is defined.

Resource Pool Description

The description of the resource pool.

Node

The node associated with the resource pool.

Capacity Organization

The capacity organization defined for the selected resource
pool.

Supervisor ID

The identifier of the supervisor.

Table 551. Resource Pool Standard Capacity Period, Standard Capacity Period
Fields
Effective Start Date

Enter the date on which you want to begin the standard
capacity period.

Effective End Date

Enter the date on which you want to end the standard
capacity period.

Planning Resources
You can use the screens described in the following sections to view and deploy
resources optimally to meet the demand.

Resource Planning Capacity Search
You can search for resource demand and capacity and view an overview by date.
Table 552. Capacity Search
Fields
Node

Enter the ship node.

Start Date

Enter the date for which you want to view the capacity.

# of Days

Displays the number of days for which you can view the
capacity details based on the start date.
By default, the system displays 7 days.

Show Demand and
Capacity Data in

Choose the appropriate unit of measure in which you want
the demand and capacity details to display.
Based on the configuration, the default unit of measure
displays.

Work Hours

The unit of measure of the capacity in hours.

Work Day

The unit of measure of the capacity in days.

Consider Pending Task

Check this box if you want to consider all pending tasks to be
completed and included as backlog demands for the selected
day.

Resource Planning Screen
You can view the details of capacity and demand for various resource pools.

Chapter 48. Resource Planning Screens

375

Figure 1. Capacity vs Demand
Table 553. Resource Planning, Capacity vs Demand
Action
View Details

This action takes you to the Planning Summary screen where
you can view the overridden default deployment of the
resources and confirm your plan.

Fields
HR

Displays the capacity and demand in hours for the selected
date.

Resource Pools

Displays the capacity and demand of different resource pools
for the selected date.

Capacity

The capacity is displayed in this color.

Demand

The demand is displayed in this color.

Table 554. Resource Planning, Plan Resources
Action
Standard Capacity

This action takes you to the Resource Pool Current Standard
Capacity Details screen when you choose the appropriate
resource pool for which you want to define the standard
capacity.

Fields
Resource Pool

The list of different resource pools for a node.

Measure

The measure of demand and capacity.
When you select the capacity for a day, the capacity details
screen displays for the selected day.
When you select the demand for a day, the demand details
screen displays for the selected day.

Days of the Week

The demand and capacity measures for the selected days of
the week.
Note: The selected days of the week are highlighted.

Capacity Details
You can view the capacity details for the selected date. You can also move
resources from other resource pools depending on the capacity.

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Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 555. Capacity Details Screen, Resource Pool Details
Fields
Resource Pool

The resource pool for which you want to view the capacity
details.

Date

The date on which you want to view the capacity details.

Demand

The demand for a selected resource pool on a chosen date.

Planned Capacity

The capacity planned for a selected resource pool.

Allocated Capacity

The sum of capacities for resources within a resource pool.

Table 556. Capacity Detail Screen, Capacity Distribution
Fields
Shift

The name of the shift defined for the warehouse.

Planned Capacity

The capacity planned for a selected resource pool during a
particular shift.

Allocated Capacity

The sum of capacities for resources within a resource pool
during a particular shift.

Excess

The excess capacity when the allocated capacity is higher
than the planned capacity.

Shortage

The capacity shortage when the allocated capacity is lower
than the planned capacity.

Table 557. Capacity Detail Screen, Other Resource Pools
Action
Pull Resources

This action takes you to Transfer Resources Screen that
displays the source and target resource pools for the selected
resources.
You can transfer resources from the current resource pool to
the target resource pool.

Fields
Pool Name

The name of the resource pool from where you want to pull
the resources.

Allocated Capacity

The allocated capacity of resources within the selected
resource pool.

Planned Capacity
(Demand)

The planned capacity and the existing demand for the
resource pool on the selected date.

Excess Capacity

The capacity in excess within the resource pool on the
selected date.

Table 558. Capacity Detail Screen, Member Resources
Action
Assign Shift

This action takes you to Assign Shift Screen where you can
assign shifts to each resource.

Fields
Resource

The list of resources within the current resource pool.

Start Time

The time when the resource begins the work.

End Time

The time when the resource ends the work.

Chapter 48. Resource Planning Screens

377

Table 558. Capacity Detail Screen, Member Resources (continued)
Total Hours

The total hours of the resource capacity within the resource
pool.

Transfer Resources Screen
This screen enables you to move resources between various resource pools.
Table 559. Capacity Detail Screen, Pull Resources Action, Transfer Resources
Fields
Current Resource Pool

The resource pool from where you want to move resources.

Target Resource Pool

The resource pool to where you want to move resources.

Override Shifts

Check this box if you want to override the time range for a
shift.

Table 560. Capacity Detail Screen, Transfer Resources, Assign Shift
Fields
Shift

Displays the shift to which the user belongs.

Start Time

The time when the shift begins.

End Time

The time when the shift ends.

Assigned

Check this box to assign shifts to resources.

Assign Shift Screen
This screen enables you to assign shifts to resources.
Table 561. Capacity Detail Screen, Assign Shift Action
Fields
Shift

Displays the capacity for each shift.

Start Time

The time when the shift begins.

End Time

The time when the shift ends.

Assigned

Check this box to assign shifts to resources.

Demand Details for Resource Pool
You can view demands for each resource pool. You can also move demands to
further dates based on the resource and requested ship date.
Table 562. Demand Details Screen, Resource Pool Details
Fields
Resource Pool

The resource pool for which you want to view the demand
details.

Date

The date chosen to view the demand details.

Planned Capacity

The standard capacity defined for a resource pool.

Allocated Capacity

The sum of capacities of the resources within a resource pool.

Today's Demand Details

378

#Shipments

The number of shipments.

#Shipments Lines

The number of shipment lines.

Total Hours

The total effort required in hours.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 562. Demand Details Screen, Resource Pool Details (continued)
Fields
Total Days

The total effort required in days.

Demand Search Panel
You can search for demand based on your required constraints.
Table 563. Resource Availability, Hours vs Days
Fields
Hours

The availability of a resource in hours.

Days

The availability of a resource on various days.

Table 564. Demand Search Screen
Fields
Document Type

Select the appropriate document type.
Valid values include: Sales Order and Transfer Order.

Node

The node associated with the resource pool.

Enterprise

Select the enterprise to which you want to move demands
from the drop-down list.

Buyer

Enter the organization of the buyer.

Ship Mode

Select the mode of shipment from the drop-down list.

$Value

The cost of the shipment in dollars.

Service

The service used to ship the shipment.

Pack and Hold Only

Check this box to search for demands considering only pack
and hold shipments.

Requested Delivery Date

Enter the requested delivery date for which you want search
the demands.

Enter the requested delivery date on which you want to end
the search for demand.

Status

Select the from status of the task for demand search from the
drop-down list.

Select the to status of the task for performing a demand
search from the drop-down list.

Held Shipments With Hold Check this box to view demands for shipments that are held
Type
with hold type.
Order Type

The type of the order.
You can customize this field, if applicable.

Only Planned Shipments

Choose this option to search for demands considering only
planned shipments.

Only Unplanned Shipments Choose this option to search for demands considering only
unplanned shipments.
All Shipments

Choose this option to search for demands considering all
shipments.

Chapter 48. Resource Planning Screens

379

Table 565. Demand Search Screen, Demand Break-up by Requested Ship Date
Fields
Measure

The different measures across requested ship dates.

Total

The total demand across requested ship dates.

Backlog

The demand that was not fulfilled on the previous date and
is carried over.

High Date

Because the date for the demand is not determined, this field
is used to indicate an unspecified date in the future.

Days of the week

The demand across each day of the week.

Move Shipments

This icon takes you to the Move Shipments screen. You can
push demands to appropriate date.

Move Shipments
This screen enables you to move the shipments on a chosen date.
Table 566. Move Shipments
Fields
For Shipments with
Requested Ship Date

This displays the date chosen to move the demands.

Move

Choose the appropriate task you want to move.
v Pick Tasks: Choose this option to move pick tasks on the
selected date.
v Ship Tasks: Choose this option to move ship tasks on the
selected date.
v All Tasks: Choose this option to move all tasks on the
selected date.

amounting to...

Enter the number of hours or shipments that is to be moved
to a chosen date.

To Date

Enter the date to which you want to move the shipments.

Planning Summary
This screen aids in confirming your plan after viewing the edits that are made to
the resources.
Table 567. Planning Summary Screen
Action
Confirm Plan

This action enables you to confirm a plan.

Field
Show Only Overridden
Resources

Check this box if you want to see the resources that are
overridden.
v Resource Pool: The resource pool that is overridden.
v Shift: The shift that is overridden.
v Resource: The resource that is overridden.
v Total Working Hours: The total working hours that are
overridden.
Note: The overridden fields are highlighted.

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Chapter 49. Sterling Warehouse Management System Prints
About Sterling WMS Prints
This appendix describes the various documents (labels or reports) that are printed
daily in a warehouse as and when requested or when initiated by the occurrence
of specific events. For more information about prints, see the Sterling Selling and
Fulfillment Foundation: Warehouse Management System Configuration Guide.
The Sterling Warehouse Management System provides the following prints:
v Packing Slip
v UCC-128 Container Shipping Label
v Task List
v Bill Of Lading
v FedEx Carrier Label
v Reprint Carrier Label
v Count Sheet
v Wave Release
v Hazmat Stock Keeping Unit Labels
Note: Problem
– When you configure Sterling Selling and Fulfillment Foundation to print on
Loftware in TCP/IP sockets - WAIT mode, the following error message
displays: An unexpected error has occurred on the LPS: The maximum
allowable clients have been exceeded! Rejecting login!
– When you configure Sterling Selling and Fulfillment Foundation to print on
Loftware in TCP/IP sockets - NOWAIT mode, the screen from which you
requested for a print hangs.
Cause: Loftware Client Licenses have exceeded.
Resolution: Restart the Loftware Print Server ensuring that the Loftware Print
Server client licenses are not exceeded. Note that every instance of Sterling
Selling and Fulfillment Foundation communicating with the Loftware Print
Server consumes one Loftware Client License.

Packing Slip
A Packing Slip displays packed shipment lines that are ready to be shipped. On
packing the last carton, the system automatically prints the packing slip.
On selecting the "PrintPackList" service, you can print the packing slip from
Outbound Shipment Console.
The default packing slip that the Sterling Warehouse Management System print
displays here:

381

The Sterling Warehouse Management System allows the configuration of the
Packing Slip custom label format for an Enterprise, Seller Organization, and Buyer
Organization. For more information about print preferences, see the section
Defining Participant Print Preferences in the Sterling Selling and Fulfillment
Foundation: Warehouse Management System Configuration Guide.
Table 568. Packing Slip
Fields

382

SHIP FROM

The ship from address.

Date

The ship by date.

SHIPPER #

The barcode associated with the shipment number is printed.

Mark For

The mark for address associated with the shipment.

SHIP TO

The address to which the shipment is to be shipped to.

BILL TO

The address to which the shipment is to be billed to.

CARRIER

The carrier used to ship the containers.

FREIGHT TERMS

The freight terms used for the shipment. Valid values include
TPB-Third Party Billing, COL-Collect and PRE-Prepaid.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 568. Packing Slip (continued)
Fields
Special Instructions

Special instructions associated with the SHIP type is printed,
if any.

Picking Instructions

Picking instructions specify the cart location and batch
number for a shipment that is not containerized. The
shipment is directly loaded onto a cart.
Cart Location: The location assigned to a shipment in the cart.
Batch No: The batch number to which the shipment belongs.

Table 569. Packing Slip, SHIPPING INFORMATION
Fields
Line

The item's line number.

Cust PO#

The customer's purchase order number.

Product No

The item ID.

Cust Item No

The customer's item ID.

Description

The item's description.

UOM

The item's unit of measure.

Qty Ord

The ordered quantity.

Qty Ship

The shipped quantity.

Qty B/O

The backordered quantity.

UCC-128 Container Shipping Label
The UCC-128 Container Shipping Label provides visibility into the container
contents and enables to track the container status.
The UCC-128 Container Shipping Label is printed during:
v Packing
v Wave Release
On selecting the "PrintShippingLabel" service, you can request for a UCC-128
Container Shipping Label print from:
v Outbound Shipment Console
v Outbound Container Console
Using Sterling Warehouse Management System you can print container labels for a
single and multiple SKU containers.
The Sterling Warehouse Management System allows the configuration of the
UCC-128 Container Shipping custom label format for a Buyer Organization. For
more information about print preferences, see the section Defining Participant Print
Preferences in the Sterling Selling and Fulfillment Foundation: Warehouse Management
System Configuration Guide.

Container Label Single SKU
The default UCC-128 Container Label format for a single SKU container is
displayed below:
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Table 570. Container Label Single SKU
Fields

384

FROM

The ship from address.

The ship to address.

SHIP TO POST

The carrier routing bar code.

CARRIER

The carrier used to ship the container.

SHIPMENT #

The shipment number to which the container belongs.

TRACKING

The tracking number assigned to the container to track the
container status and location of the container.
Note: The tracking number is used for Parcel Shipments.

BATCH

The batch number to which the container belongs.

Slot No

The slot in which the container is placed.

The purchase order number to which the shipment belongs.

DEPT

The department code associated with the shipment, if any.

ITEM

The item ID.

CUST SKU

The customer's ID for the item.

QTY

The item quantity contained in the container.

FOR

The FOR - Barcode associated with any sorting done at or for
the destination address. Typically, this has the store number
when the ship-to address is a merge point for the customer.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 570. Container Label Single SKU (continued)
Fields
MARK FOR

This is in human readable format indicating the sort
performed for or at the destination address. Typically, store
number, or name of the person, or department is printed.

SSCC

The Serial Shipping Container Code (SSCC) bar code used to
track the container and its contents.
The SSCC is a 20 digit code comprising of the sellers
EAN/UCC number and a sequence number. It is a
mandatory field for UCC/EAN compliance.

Note: Depending on the carrier used, the TRACKING, PRO and TRAILER field
values are printed on the shipping label.

Container Label Multi SKU
The default Container Label format for multiple SKU containers is displayed
below:

Table 571. Container Label Multi SKU
Fields
FROM

The ship from address.

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Table 571. Container Label Multi SKU (continued)
Fields
TO

The ship to address.

SHIP TO POST

The carrier routing bar code.

CARRIER

The carrier used to ship the container.

SHIPMENT #

The shipment number to which the container belongs.

BATCH

The batch number to which the container belong.

Slot No

The slot in which the container is placed.

The purchase order number to which the shipment belongs
to.

DEPT

The department code associated with the shipment, if any.

ITEM

The item ID.

CUST SKU

The customer's ID for the item.

QTY

The item quantity contained in the container.

FOR

The FOR - Barcode associated with any sorting done at or for
the destination address. Typically, this has the store number
when the ship-to address is a merge point for the customer.

MARK FOR

This is in human readable format indicating the sort
performed for or at the destination address. Typically, store
number, or name of the person, or department is printed.

SSCC

Note: Depending on the carrier used, the TRACKING, PRO and TRAILER field
values get printed in the shipping label.

Task List for Printing
The Task List provides a list of tasks that the user needs to complete in one trip.
The Sterling Warehouse Management System can be configured to automatically
print the Task List during putaway, replenishment and batch pick. You can print
the Task List from the Batch Console.
The Sterling Warehouse Management System has two types of task list formats
pre-packaged:
v Item Pick Task List (Simple)
v Cart Manifest Task List (Requires Sorting of Inventory During Pick)
The Sterling Warehouse Management System allows the configuration of the Task
List custom label format for an Equipment Type. For more information about print
preferences, see the section Defining Print Format Preferences in the Sterling Selling
and Fulfillment Foundation: Warehouse Management System Configuration Guide.

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Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Item Pick Task List Simple
The default Item Pick Task List label format is displayed below:

Table 572. Item Pick Task List
Fields
WHSE

The warehouse where tasks were performed.

BATCH #

The batch number associated with the task.

Wave #

The wave number associated with the task.
The wave number gets printed if the batch is associated with
a wave.

Shipment #

The shipment number associated with the task.
The shipment number gets printed if the batch belongs to a
single shipment.

Request #

The move request number.
The request number gets printed if the batch is associated
with a move request.

Pallet ID

The pallet LPN from which the item is picked.

From Location/ From LPN

The location or LPN from where the item is picked.

Item/Serial No

The item's item ID or serial number.

UOM

The item's unit of measure.

Item Description

The item's description.

Qty

The total item quantity to be picked.

To Location

The location where the items should be deposited.

Tag Details

The item's tag details, such as lot number, batch number, and
revision number.

Picked By

The user who performed the tasks.

Checked By

The user who inspected the items.
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Table 572. Item Pick Task List (continued)
Fields
Confirmed By

The user who confirmed the tasks.

Cart Manifest Task List (Requires Sorting of Inventory During
Pick)
The Cart Manifest Task List is printed if the equipment type associated with the
batch contains multiple locations.
The default Cart Manifest Task List label format is displayed below:

Note: If the cart locations are less than or equal to eight slots, configure two slots
for each location. Otherwise, configure one slot per location.
Table 573. Cart Manifest Task List
Fields
WHSE

The warehouse where tasks were performed.

BATCH #

The batch number associated with the cart manifest batch
sheet.

Wave #

The wave number associated with the cart manifest batch.

Shipment #

The shipment number associated with the cart manifest batch.
The shipment number gets printed if the batch belongs to a
single shipment.

388

Cart Location

The slot in which the item should be placed.

Carton Size

The size of the carton in the current slot.

Location

The pick location from where the items have to be picked.

Item

The item's description.

UOM

The item's unit of measure.

QTY

The total item quantity to be picked.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 573. Cart Manifest Task List (continued)
Fields
Picked By

The user who performed the tasks.

Checked By

The user who inspected the items.

Confirmed By

The user who confirmed the tasks.

Bill Of Lading
The Bill Of Lading (BOL) provides inventory processing information through
supply chain to a shipper, carrier and customer.
The Sterling Warehouse Management System allows the configuration of the BOL
custom label format for a carrier, shipper and consignee. By default, the system
prints 3 copies of BOL labels every time you print the label. If the copy is meant
for the carrier, Carrier Copy is printed on the label. Similarly, for shipper, Shipper
Copy is printed, and for a consignee, Consignee Copy is printed.
For more information about print preferences, see the Defining Participant Print
Preferences section in the chapter Configuring System Administration in the
Sterling Selling and Fulfillment Foundation: Warehouse Management System
Configuration Guide.
Using the Sterling Warehouse Management System you can print:
v VICS Bill Of Lading for Shipment and/or Hazmat Bill Of Lading
v VICS Bill Of Lading for Load and/or Hazmat Bill Of Lading
The VICS Standard Bill Of Lading document can be found at:
www.vics.org

VICS Bill Of Lading for Shipment
On selecting the "PrintShipmentBOL" service, you can print the VICS BOL for
Shipment from the Outbound Shipment Console.
For example, the default carrier copy of VICS BOL for Shipment label format is as
follows:

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Table 574. VICS Bill Of Lading for Shipment, SHIP FROM
Fields
Name

The company that is shipping the product.

Address

The shipper's street address.

City/State/ZIP

The shipper's city, state, and zip code.

SID#

The shipment ID number applied by the shipper to this
shipment.

FOB

Indicates the FOB freight term used for the shipment.

Bill of Lading Number

The bill of lading number created by the shipper to identify
the shipment.

Table 575. VICS Bill Of Lading for Shipment, SHIP TO
Fields

390

Location #

The location number assigned to the consignee's ship to
address.

Name

The company where the product has to be shipped to.

Address

The company's address.

City/State/ZIP

The company's city, state, and zip code.

CID#

The consignee ID number applied by the consignee to this
shipment.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 575. VICS Bill Of Lading for Shipment, SHIP TO (continued)
Fields
FOB

Indicates the FOB freight term used for the shipment.

CARRIER NAME

The carrier picking up the shipment.

Trailer number

The shipment's trailer number.
The trailer number is used if the truckload carrier hauls the
shipment.

Seal numbers

The shipment's seal number.
The seal number is used if the shipment is full truckloaded
from the origin to destination.

SCAC

The Standard Carrier Alpha Code (SCAC) assigned to
identify the carrier.

Pro number

The Pro number assigned by the carrier to track the
shipment.
The pro number is used if a LTL carrier hauls the shipment.

Table 576. VICS Bill Of Lading for Shipment, THIRD PARTY FREIGHT CHARGES BILL TO
Fields
Name

The third party to whom the charges are billed to, if
applicable.

Address

The third party's address.

City/State/ZIP

The third party's city, state, and zip code.

SPECIAL INSTRUCTIONS

Special instructions associated with the carrier. For example,
appointment number, date and delivery instructions.
Note: Only four underlying BOL numbers are printed.

Freight Charge Terms

Indicates which third party is invoiced and is responsible for
payment of the freight invoice.

Prepaid

The prepaid charges for the freight paid by the shipper from
origin to the consignee's dock.

Collect

The charges collected for the freight from the consignee from
origin to the consignee's dock.

3rd Party

The freight charges paid by the third party from origin to the
consignee's dock.

Master Bill of Lading

Indicates if BOL is attached.

Table 577. VICS Bill Of Lading for Shipment, CUSTOMER ORDER INFORMATION
Fields
CUSTOMER ORDER
NUMBER

The number generated by the customer to identify the order.

CUST# PKGS

The number of individual packages or cartons on the
shipment that has quantity associated with the customer
order.

WEIGHT

The weight associated with the CUST# PKGS.

PALLET

Indicates if the product is palletized for the customer order.

ADDITIONAL SHIPPER
INFO

Any additional information, if any, associated with the
customer order.

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Table 577. VICS Bill Of Lading for Shipment, CUSTOMER ORDER
INFORMATION (continued)
Fields
GRAND TOTAL

The grand total and weight across all customer orders.

Table 578. VICS Bill Of Lading for Shipment, CARRIER INFORMATION
Fields
HANDLING UNIT
QTY

The quantity associated with the type of package being
handled. This refers to the pallet or carton being shipped.

TYPE

The type of handling unit. For example, pallets or cartons.

PACKAGE
QTY

The number of packages in the handling unit. This refers to
number of cartons in a pallet (handling unit) or number of
units in a carton (handling unit).

TYPE

The unit type associated with the package. For example,
cartons in a pallet or units (EACH) in a carton.

WEIGHT

The weight associated with the package quantity.

H.M (X)

Indicates if there is any hazardous material (HM) in the
package.

LTL ONLY
NMFC #

The National Motor Freight Classification (NMFC) number
associated with the commodity classification.

CLASS

The freight class associated with the commodity classification.

COD Amount

The amount to be collected when shipment is delivered,
referred to as COD - Collect (Cash) on Delivery.

Fee Terms

The fee terms associated with the shipment. For example,
collect or prepaid.

Customer check acceptable

Indicates if checks are accepted for collect or COD shipments.

VICS Bill Of Lading for Load
On selecting the "PrintLoadBOL" service, you can print the VICS BOL for Load
from the Outbound Shipment Console.
For example, the default carrier copy of VICS BOL for Shipment label format is as
follows:

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Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 579. VICS Bill Of Lading for Shipment, SHIP FROM
Fields
Name

The company that is shipping the product.

Address

The shipper's street address.

City/State/ZIP

The shipper's city, state, and zip code.

SID#

The shipment ID number applied by the shipper to this load.

FOB

Indicates the FOB freight term used for the shipment.

Bill of Lading Number

The bill of lading number created by the shipper to identify
the load.

Table 580. VICS Bill Of Lading for Shipment, SHIP TO
Fields
Location #

The location number assigned to the consignee's ship to
address.

Name

The company where the product has to be shipped to.

Address

The company's address.

City/State/ZIP

The company's city, state, and zip code.

CID#

The consignee ID number applied by the consignee to this
load.

FOB

Indicates the FOB freight term used for the load.

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Table 580. VICS Bill Of Lading for Shipment, SHIP TO (continued)
Fields
CARRIER NAME

The carrier picking up the load.

Trailer number

The load's trailer number.
The trailer number is used if the truckload carrier hauls the
load.

Seal numbers

The load's seal number.
The seal number is used if the load is full truckloaded from
the origin to destination.

SCAC

The Standard Carrier Alpha Code (SCAC) assigned to
identify the carrier.

Pro number

The Pro number assigned by the carrier to track the
shipment.
The pro number is used if an LTL carrier hauls the load.

Table 581. VICS Bill Of Lading for Shipment, THIRD PARTY FREIGHT CHARGES BILL TO
Fields
Name

The third party to whom the charges are billed to, if
applicable.

Address

The third party's address.

City/State/ZIP

The third party's city, state, and zip code.

SPECIAL INSTRUCTIONS

Special instructions associated with the carrier. For example,
appointment number, date and delivery instructions.
Note: Only four underlying BOL numbers are printed.

Freight Charge Terms

Indicates which third party is invoiced and is responsible for
payment of the freight invoice.

Prepaid

The prepaid charges for the freight paid by the shipper from
origin to the consignee's dock.

Collect

The charges collected for the freight from the consignee from
origin to the consignee's dock.

3rd Party

The freight charges paid by the third party from origin to the
consignee's dock.

Master Bill of Lading

Indicates if BOL is attached.

Table 582. VICS Bill Of Lading for Shipment, CUSTOMER ORDER INFORMATION
Fields

394

CUSTOMER ORDER
NUMBER

The number generated by the customer to identify the order.

CUST# PKGS

The number of individual packages or cartons on the
shipment that has quantity associated with the customer
order.

WEIGHT

The weight associated with the CUST# PKGS.

PALLET

Indicates if the product is palletized for the customer order.

ADDITIONAL SHIPPER
INFO

Any additional information, if any, associated with the
customer order.

GRAND TOTAL

The grand total and weight across all customer orders.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 583. VICS Bill Of Lading for Shipment, CARRIER INFORMATION
Fields
HANDLING UNIT
QTY

The quantity associated with the type of package being
handled. This refers to the pallet or carton being shipped.

TYPE

The type of handling unit. For example, pallets or cartons.

PACKAGE
QTY

The number of packages in the handling unit. This refers to
number of cartons in a pallet (handling unit) or number of
units in a carton (handling unit).

TYPE

The unit type associated with the package. For example,
cartons in a pallet or units (EACH) in a carton.

WEIGHT

The weight associated with the package quantity.

H.M (X)

Indicates if there is any hazardous material (HM) in the
package.

LTL ONLY
NMFC #

The National Motor Freight Classification (NMFC) number
associated with the commodity classification.

CLASS

The freight class associated with the commodity classification.

COD Amount

The amount to be collected when shipment is delivered,
referred to as COD - Collect (Cash) on Delivery.

Fee Terms

The fee terms associated with the shipment. For example,
collect or prepaid.

Customer check acceptable

Indicates if checks are accepted for collect or COD shipments.

Hazmat Bill Of Lading
On selecting the "PrintShipmentBOL" service, you can print the VICS BOL for
Shipment from the Outbound Shipment Console.
In addition to printing the Shipment or Load BOL, the Hazmat Bill of Lading is
always printed when shipping hazardous items. The Hazmat BOL provides
information about the hazardous materials being shipped.
The default Hazmat BOL label format is shown below:

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395

Table 584. Hazmat Bill Of Lading
Fields
Carrier

The Standard Carrier Alpha Code (SCAC) assigned to
identify the carrier that is used to ship the hazardous
material.

Trailer

The trailer number associated with the carrier.

Shipped

The date on which the shipment was shipped.

BOL No

The bill of lading number created by the shipper to identify
the shipment or load.

PRO No

The PRO number assigned by the carrier to track the load.
The PRO number is used if an LTL carrier hauls the load.

396

From

The address the shipment or load is shipped from.

Ship To

The address the shipment or load is shipped to.

Pcs

The total number of containers that contains the hazardous
material.

Pkg

Indicates the carton type.

Indicates that the material packaged into the container is a
hazardous material (HM).

Description

A brief description of the hazardous material information,
such as the proper shipping name, hazard class, identification
number, packing group, and label code.

Qty and UnitVol

The item's unit of measure.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 584. Hazmat Bill Of Lading (continued)
Fields
Class

The item's hazardous material class.

Weight

The total weight of the containers that contain the hazardous
material.

Total Pieces

The total number of containers.

Total Weight

The total weight of all containers.

For Emergency Contact
The shipper's contact details for you to contact in case of any emergency.
Shipper Signature

The shipper's signature.

Date

The date on which the shipper signed the document.

Driver Signature

The driver's signature.

Date

The date on which the driver signed the document.

LTL Manifest Label
Note: If a single carrier provides both LTL and Parcel services, create two different
organizations to separately handle LTL and Parcel services.
On selecting the "PrintLTLManifest" service, you can print the manifest label for
LTLs from the Manifest Console.
The default LTL Manifest label format is shown below:

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397

Table 585. LTL Manifest
Fields
Manifest #

The manifest number associated with the LTL.

Carrier

The carrier (such as UPS, and FedEx) picking up the LTL.

Manifest Date

The date on which the manifest was created.

Trailer #

The trailer number associated with the LTL manifest.

Shipping Warehouse

The address from which the LTL manifest is shipped to.

BOL #

The BOL number associated with the load.

PRO #

The PRO number associated with the load.

Customer

The customer name to whom the package is shipped to.

Address

The customer's address where the package is to be shipped.

Total Weight

The total weight of all packages.

# of Cartons

The total number of cartons shipped to the customer.

# of Pallets

The total number of pallets shipped to the customer.

TOTAL

The total weight of the packages, cartons and pallets
associated with LTL manifest.

Shipper's Certification For Hazardous Materials
In addition to printing the LTL Manifest label, when a manifest has hazardous
items, a shipper's certification is also required where the shipper provides
information about all the hazardous materials being shipped.
When you print the LTL Manifest label, the Sterling Warehouse Management
System also provides the ability to print the Shipper's Certification if the manifest
contains hazardous materials. The default Shipper's Certification For Hazardous
Materials label format is shown below:

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Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 586. Shipper's Certification For Hazardous Materials
Fields
EMERGENCY CONTACT PHONE NUMBER
The shipper's contact details for you to contact in case of any emergency.
FROM

The address the manifest is shipped from.

DESCRIPTION OF
MATERIAL

The proper shipping name of the hazardous material.

HAZARD CLASS

The item's hazard class.

PACKING GROUP

I.D. NO

The four-digit number that identifies hazardous items (such
as explosives and poisonous materials) of commercial
importance.
This numbering scheme is widely used in international
commerce. For instance, to label the contents of the shipping
containers.

DOT LABEL CODE

Indicates the label code of the hazardous item.

WT. /VOL

The item's unit of measure.

PRO #

The PRO number associated with the load.

RECEIVER'S NAME

The receiver's name, address, and city where the package is
shipped.

DESTINATION - CITY
STATE

The state to where the package is shipped.

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399

Table 586. Shipper's Certification For Hazardous Materials (continued)
Fields
Shipper's Signature

The shipper's signature.

Date

The date on which the shipper signed the document.

FedEx Carrier Label
The FedEx Carrier Label is a container label shipped by the FedEx carrier. The
FedEx Carrier Label is printed when the container is manifested for FedEx carrier.
For International FedEx shipments, the FedEx server automatically prints
international shipment specific labels and commercial invoice.
The Sterling Warehouse Management System automatically prints the FedEx
Carrier Label after adding a container to the manifest.
Note: To print FedEx Carrier Label, ensure to set the Eltron printer as the default
printer.
Using the Sterling Warehouse Management System, you can print:
v FedEx Shipping Label
v FedEx Return Shipping Label

FedEx Shipping Label
The FedEx Shipping Label format may be different for different services. For more
information about defining label formats, see the Sterling Selling and Fulfillment
Foundation: Application Platform Configuration Guide.
The FedEx Shipping Label format for FedEx Express® is shown below:

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Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 587. FedEx Shipping Label
Field
SHIP DATE

The date on which the container should be shipped.

ACTUAL WGT

The actual weight of the container.

The ship to address.

REF

The container's shipment reference number.

TRK#

The tracking number assigned to the container to track the
container's status and location.

FedEx Return Shipping Label
The FedEx Return Shipping Label format may be different for different services.
For more information about defining label formats, see the Sterling Selling and
Fulfillment Foundation: Application Platform Configuration Guide.
The following is the default FedEx Return Shipping Label format for FedEx
Ground:

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401

Table 588. FedEx Return Shipping Label (FedEx Ground)
Field
From

The address from where the shipment is shipped.

Delivery Address

The address to where the shipment needs to be shipped.

RETURN MGR

The tracking number assigned to the container to track the
status and location of the container.

Reprint Carrier Label
On selecting the Reprint Carrier Label service for FedEx and UPS carriers you can
reprint a carrier label from the Container List and Container Details screens.

Count Sheet
A count sheet displays all locations and items that are to be included for the cycle
count. On selecting the "PrintTaskList" service, you can print the Count Sheet from
the Batch Console for batches associated with the "Count" activity group.

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Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 589. Count Sheet
Fields
Batch #

The batch number associated with the cycle count.

WHSE

The warehouse where the count tasks were performed.

Counted By

The user who performed the count.

Location

The location where the items were counted.

Item

The items that were counted.

Product Class

The item's product class.

Count Qty

Enter the item quantity counted at the location.

Checked By

The user who inspected the items.

Confirmed By

The user who confirmed the task.

Wave Release for Prints
During the Wave Release process, the Sterling Warehouse Management System
prints the following documents:
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403

v Batch sheets (Task List) for each batch in the wave. For more information about
batch sheets, see the section, "Task List".
v UCC-128 Container Shipping labels for each container in the batch. For more
information about container shipping labels, see the section, "UCC-128 Container
Shipping Label".
v Packing Slip for each shipment in the wave. Initially, the packing slip prints to a
file and later sent to the printer after packing all containers. For more
information packing slip, see the section, "Packing Slip".
On selecting the "PrintWave" service, you can print the Wave Release document
from the Wave Console.
By customizing prints, you can print additional documents as a part of Wave
Release. For more information about customizing prints, see the Sterling Selling and
Fulfillment Foundation: Integration Guide.

Hazmat Stock Keeping Unit Labels
The Hazmat SKU labels are applied on hazardous items.
On selecting the "PrintHazmatSKULabel" service, you can print the Hazmat SKU
label. For more information about printing the SKU labels, see the section, "Print
Stock Keeping Unit Labels".
The default Hazmat SKU label format is shown below:

Table 590. Hazmat SKU Labels
Fields

404

DOT SHIPPING NAME

The proper shipping name.

ITEM

The item identifier.

HAZARD CLASS

The item's hazard class.

IDENTIFICATION
NUMBER

The four-digit number that identifies the hazardous items
(such as explosives and poisonous materials) of commercial
importance. This is widely used in international commerce.
For example, the contents packaged in the shipping
containers.

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Table 590. Hazmat SKU Labels (continued)
Fields
PACKING GROUP

DOT LABEL CODE

Indicates the label code of the hazardous item.

Note: Hazmat SKU labels are printed on 2" X 4" sheet.

Chapter 49. Sterling Warehouse Management System Prints

405

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Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Chapter 50. Understanding the Execution Console Framework
About Understanding the Execution Console Framework
The Execution Console Framework in the Sterling Warehouse Management System
supports the execution of high-speed data entry oriented transactions. The
framework presents execution specific functionality through web-based consoles.
The transactions are designed to be performed using only the keyboard and a
wedge scanner.
You can capture data on to the screen by typing it using a keyboard and pressing
the Tab key, or by scanning the barcode using a wedge scanner.
Note: You CANNOT extend the Execution Console Framework screens.
The features of Execution Console Framework include:
v Tab Ordering
v Automatic Pop-Ups for Additional Data Capture
v Hot Keys
v Field Level Validations
v Populating Fields
v Barcode Handling Capabilities

Tab Ordering
When scanning data the related values are populated in the current field and the
cursor is redirected to the next appropriate field for scanning. The next appropriate
field to be scanned is determined by the system based on the process you are
following.

Automatic Pop-Ups for Additional Data Capture
Certain data values are dynamically requested by the system based on item
properties. These values include the serial number for serial-tracked items or for
items that require outbound tracking by serial number. Tag controlled items in
inventory also require tag values to be specified.

Hot Keys
Hot keys are keyboard shortcuts to help you work more efficiently. For example,
the hotkey sequence for Save is Alt+A and for Reset it is Alt-R.

Field Level Validations
Data is validated at an individual field level against the form level. Information
based fields like notes are not validated. Errors are reported during scanning or
manual entry, after pressing the Tab key.

407

Populating Fields
Scanning a barcode or identifier populates related fields in the console. For
example, shipment and container attributes (including item and carrier, if
applicable) are automatically populated when you scan a shipment or container in
the pack station. Another common example is the item description being
automatically populated when any barcode identifying the item is scanned.
The web-based consoles supported by the Execution Framework include:
v Receive Purchase Order
v
v
v
v

Receive Return Order
VAS Station
Pack Station
Manifest Station

Barcode Handling Capabilities
Field level validation for Mobile Terminal use includes the ability to translate
barcode information and transfer it to the appropriate data field. Fields are tied
into Bar Code Types that are used to validate against the appropriate sources. For
example, a location field validates against the Location ID and a unique barcode.
An item field can have the Item ID, UPC Code, LPN, or UPC Case Code scanned.
For more information about bar code types, see the Sterling Selling and Fulfillment
Foundation: Warehouse Management System Configuration Guide.

408

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Notices
This information was developed for products and services offered in the U.S.A.
IBM may not offer the products, services, or features discussed in this document in
other countries. Consult your local IBM representative for information on the
products and services currently available in your area. Any reference to an IBM
product, program, or service is not intended to state or imply that only that IBM
product, program, or service may be used. Any functionally equivalent product,
program, or service that does not infringe any IBM intellectual property right may
be used instead. However, it is the user's responsibility to evaluate and verify the
operation of any non-IBM product, program, or service.
IBM may have patents or pending patent applications covering subject matter
described in this document. The furnishing of this document does not grant you
any license to these patents. You can send license inquiries, in writing, to:
IBM Director of Licensing
IBM Corporation
North Castle Drive
Armonk, NY 10504-1785
U.S.A.
For license inquiries regarding double-byte character set (DBCS) information,
contact the IBM Intellectual Property Department in your country or send
inquiries, in writing, to:
Intellectual Property Licensing
Legal and Intellectual Property Law
IBM Japan Ltd.
19-21, Nihonbashi-Hakozakicho, Chuo-ku
Tokyo 103-8510, Japan
The following paragraph does not apply to the United Kingdom or any other
country where such provisions are inconsistent with local law:
INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS
PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER
EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED
WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS
FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or
implied warranties in certain transactions, therefore, this statement may not apply
to you.
This information could include technical inaccuracies or typographical errors.
Changes are periodically made to the information herein; these changes will be
© Copyright IBM Corp. 1999, 2011

409

incorporated in new editions of the publication. IBM may make improvements
and/or changes in the product(s) and/or the program(s) described in this
publication at any time without notice.
Any references in this information to non-IBM Web sites are provided for
convenience only and do not in any manner serve as an endorsement of those Web
sites. The materials at those Web sites are not part of the materials for this IBM
product and use of those Web sites is at your own risk.
IBM may use or distribute any of the information you supply in any way it
believes appropriate without incurring any obligation to you.
Licensees of this program who wish to have information about it for the purpose
of enabling: (i) the exchange of information between independently created
programs and other programs (including this one) and (ii) the mutual use of the
information which has been exchanged, should contact:
IBM Corporation
J46A/G4
555 Bailey Avenue
San Jose, CA 95141-1003
U.S.A.
Such information may be available, subject to appropriate terms and conditions,
including in some cases, payment of a fee.
The licensed program described in this document and all licensed material
available for it are provided by IBM under terms of the IBM Customer Agreement,
IBM International Program License Agreement or any equivalent agreement
between us.
Any performance data contained herein was determined in a controlled
environment. Therefore, the results obtained in other operating environments may
vary significantly. Some measurements may have been made on development-level
systems and there is no guarantee that these measurements will be the same on
generally available systems. Furthermore, some measurements may have been
estimated through extrapolation. Actual results may vary. Users of this document
should verify the applicable data for their specific environment.
Information concerning non-IBM products was obtained from the suppliers of
those products, their published announcements or other publicly available sources.
IBM has not tested those products and cannot confirm the accuracy of
performance, compatibility or any other claims related to non-IBM products.
Questions on the capabilities of non-IBM products should be addressed to the
suppliers of those products.
All statements regarding IBM's future direction or intent are subject to change or
withdrawal without notice, and represent goals and objectives only.
All IBM prices shown are IBM's suggested retail prices, are current and are subject
to change without notice. Dealer prices may vary.

410

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

This information is for planning purposes only. The information herein is subject to
change before the products described become available.
This information contains examples of data and reports used in daily business
operations. To illustrate them as completely as possible, the examples include the
names of individuals, companies, brands, and products. All of these names are
fictitious and any similarity to the names and addresses used by an actual business
enterprise is entirely coincidental.
COPYRIGHT LICENSE:
This information contains sample application programs in source language, which
illustrate programming techniques on various operating platforms. You may copy,
modify, and distribute these sample programs in any form without payment to
IBM, for the purposes of developing, using, marketing or distributing application
programs conforming to the application programming interface for the operating
platform for which the sample programs are written. These examples have not
been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or
imply reliability, serviceability, or function of these programs. The sample
programs are provided "AS IS", without warranty of any kind. IBM shall not be
liable for any damages arising out of your use of the sample programs.
Each copy or any portion of these sample programs or any derivative work, must
include a copyright notice as follows:
© IBM 2013. Portions of this code are derived from IBM Corp. Sample Programs. ©
Copyright IBM Corp. 2013.
If you are viewing this information softcopy, the photographs and color
illustrations may not appear.

Trademarks
IBM, the IBM logo, and ibm.com® are trademarks or registered trademarks of
International Business Machines Corp., registered in many jurisdictions worldwide.
Other product and service names might be trademarks of IBM or other companies.
A current list of IBM trademarks is available on the Web at “Copyright and
trademark information” at http://www.ibm.com/legal/copytrade.shtml.
Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered
trademarks or trademarks of Adobe Systems Incorporated in the United States,
and/or other countries.
IT Infrastructure Library is a registered trademark of the Central Computer and
Telecommunications Agency which is now part of the Office of Government
Commerce.
Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo,
Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or
registered trademarks of Intel Corporation or its subsidiaries in the United States
and other countries.
Linux is a registered trademark of Linus Torvalds in the United States, other
countries, or both.

Notices

411

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of
Microsoft Corporation in the United States, other countries, or both.
ITIL is a registered trademark, and a registered community trademark of the Office
of Government Commerce, and is registered in the U.S. Patent and Trademark
Office.
UNIX is a registered trademark of The Open Group in the United States and other
countries.
Java and all Java-based trademarks and logos are trademarks or registered
trademarks of Oracle and/or its affiliates.
Cell Broadband Engine is a trademark of Sony Computer Entertainment, Inc. in the
United States, other countries, or both and is used under license therefrom.
Linear Tape-Open, LTO, the LTO Logo, Ultrium and the Ultrium Logo are
trademarks of HP, IBM Corp. and Quantum in the U.S. and other countries.
Connect Control Center®, Connect:Direct®, Connect:Enterprise®, Gentran®,
Gentran®:Basic®, Gentran:Control®, Gentran:Director®, Gentran:Plus®,
Gentran:Realtime®, Gentran:Server®, Gentran:Viewpoint®, Sterling Commerce™,
Sterling Information Broker®, and Sterling Integrator® are trademarks or registered
trademarks of Sterling Commerce®, Inc., an IBM Company.
Other company, product, and service names may be trademarks or service marks
of others.

412

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Index
Special characters
$
#
#
#
#
#
#
#
#
#
#

Value field 379
Batches field 339
Logged In / Available Users field 339
Of count results field 157
Of Days field 375
Of Items In Variance field 157
Of Locations In Variance field 157
Of Tasks At Risk Of Delay field 339
Of Tasks Originating Here field 339
Of Tasks Terminating Here field 339
Of Users Logged In Performing This
Task field 339
# of variances field 157
# Shipments in Wave # 1 field 294
# Tasks At Risk Of Delay field 338

A
Accept Variance action. See also
Managing Count Requests 157
Accept Wave action 293
Activity Code field 137
Activity Date field 340
activity demand 260
Activity field 318
Actual Weight field 322, 326
Add To Manifest action. See also Adding
Containers To a Manifest. 317
Additional Item Details action 221, 231
addresses 252
Adjust Cost action 207
Adjust Location Inventory 205
Adjust Receipt action 123
Adjusting Inventory 28
Existing Product 28
New Product 28
adjusting the quantity 358
Adjustment Cost Details 207
Adjustment Type field 332
Aisle field 347
Alert ID field 180
alerts
creating 268
shipments 258
All Shipments field 379
Allocated Capacity field 377, 378
Allocated Demand field 199
Allow Overage action 290
Allow Receipt of Unexpected Items on
Shipment field 134
Appointment Type field 115, 284
appointments
planning 236
assign a task to a user 351
Assign Shift field 377
Assigned field 378
Assigned To User ID field 347
At Address field 313
At Node field 313
© Copyright IBM Corp. 1999, 2011

At Shipment Destination field 314
At Shipment Origin field 313
Audit Type field 329, 333
audits 256
Automatically populating field
values 408

B
Backlog field 380
barcode translation 408
Batch # field 347, 357
batch search
screen 353
Bill Of Lading
definition 389
Break LPN 203
Break LPN action 189
Buyer field 379

C
Cancel
Count Request 25
cancel a task
screen 352
Cancel action 155
Capacity Organization field 374, 375
Capturing item's expiration date 138
Capturing item's serial number 137
Capturing item's tag number 138
Carrier Service Code field 313
Carrier Sort Lane field 249
Carrier/Service field 326
Cart Manifest Task List
definition 388
Case Content Verification Not Required
field 260
Case Type field 293
Catalog Organization field 214
Change Inventory Attributes action 188
Changing Inventory Attributes 29
Across Locations 29
charges 253
Checked By field 389
CID# field 390
Close Case action 135
Close Pallet action 135
Close Prereceipt action 122
COD Amount field 392
Collect field 391
Comment field 287
Complete Batch 357
Complete quantity field 294
Completed Tasks field 339
Completed Work Orders field 295
Computed Weight field 326
Confirm Batch. 357
Confirmed By field 389

Confirming Activities Performed for the
Work Order 35
Consider Pending Task field 375
container
viewing details 57
Container barcode type 318
container routing 326
Container SCM field 321
containers 254
packing 263, 266
recording weight 58
unpacking 113
COO (Country/Region Of Origin) 126
Copy Capacity field 374
Count 153
putting an item category on count 24
putting an item classification on
count 24
putting an item on count 24
record count results 359
Count Accuracy field 157
Count Iteration field 157, 165
Count Quantity field 159
count request
searching 153
Count Request 149
Count Request for Location Range 151
Count Request Search By Location
Range 155
Count Requests
managing 25
count result
searching 163
Count sheet
definition 402
Count Sheet 381
Count Task
Assign Count Tasks to a User 26
Cancel Count Task 26
Complete 27
Put a Count Task on Hold 26
Put Count Tasks on Hold 26
putting a count task on hold 26
Release a Count Task Put on
Hold 26
Release Count Tasks Put on Hold 26
releasing a count task put on hold 26
reporting completion 27
Reprioritize Count Tasks 26
View Count Task Details 26
Count Tasks
managing 25
country/region of origin. See COO 126
Create Count Request 149
creating 160
Create Count Request action 158
Create Count Request action. See also
Managing Count 189
Create Count Request button. 150
Create Load 313
Create move request 145

413

Create Move Request 27, 145
Create Move Requests action. See also
Managing Inventory 189
Create New field 374
create outbound shipments 289
Create Wave button 299
Create Work Order 219
Credited Time field 364
Current Resource Pool field 378
Currently Chosen Appointment Slot
field 236
Cust Item No field 383
CUST# PKGS field 391
Customer check acceptable field 392

D
Date field 378
Date/Time field 287
dates 257
Days of the week field 380
Days of the Week field 376
Dedicated Location field 193
Dedications action 192
Delay Window field 236
Delete action 222, 318
Delete field 374
delivery dates 242
demand details
viewing 66
Demand field 377
Demand Location Id field 183
Demand Quantity field 183
Demand Satisfied field 183
Dependency Hold field 350
display task summary details
screen 349
display tasks to be completed within a
specific time frame
screen 337
Disposition Qty field 142
Do not verify Case Content field 134
Do not verify Pallet Content field 134
Dock Appointment Scheduling
managing docks 116, 285
searching for an appointment 113,
282
taking a new appointment 114, 283
viewing dock schedule details 114,
283
dock appointments
additional constraints
adding 63
canceling 63
constraints
removing 64
modifying 62
scheduling 61
searching 61
dock schedule
details
viewing 62
Document Type field 133, 379

414

E
Effective End Date field 375
Effective Start Date field 375
Effort (Hrs) field 338
End Time Stamp field 238
enter the criteria for the search
screen 337
entering the modification reasons 20,
216
Enterprise 205, 209, 213
Enterprise field 337, 379
Estimate End Time field 115, 284
Estimated Cases field 293
Estimated End Time field 339
Estimated Start Time field 339
Exception Hold field 350
Excess Capacity field 377
Excess field 377
Execution Console Framework 407
hot keys 407
Execution Status field 249

F
FedEx Carrier label
definition 400
FIFO # field 206
Fill Code field 193
Finish No Later Than field 347, 357
FOB field 390
For Activity Code field 173
FOR field 384
For Shipments with Requested Ship Date
field 380
Freeze Move In field 193, 194
Freeze Move Out field 193, 194
Freeze On Variance field 193
Freight Charge Terms field 391
FRIEGHT TERMS field 382
From Activity Code field 183
From Activity Group field 183
From Location/ From LPN field 387

G
Global Trade Item Number. See
GTIN 195
GTIN (Global Trade Item Number)

195

H
H.M (X) field 392
HANDLING UNIT fields 392
Has Exceptions field 173
Has Hazardous Item(s) field 77
Has Shortage field 249
Hazard Class field 399
HAZMAT BOL
definition 395
Hazmat SKU Labels
definition 404
Hazmat Stock Keeping Unit Labels
Held Shipments With Hold Type
field 379
High Date 380

381

Hold Reason Code field 350
Hold Reason task search field 343
Hold Reason Text field 350
Hold Transaction field 235, 287
Hold Type field 235
Hold Type marker 287
holds
adding 235
Holds
viewing 285

I
I.D. No field 399
IDENTIFICATION NUMBER field 31,
404
Ignore Run Quantity field 219
In Progress quantity field 294
In Staging Location field 193
inbound shipments
creating 133
Infinite Capacity field 193
Inspect action 123
Inspect Return Receipt 141
Instructions 318
Inv Upd Activity field 232
Inventory Age (days) field 187
Inventory Audit Trail 24
Inventory Status field 206, 358
Inventory View action 122
Is Infinite Demand field 137, 183
Is Outbound Container field 200
Item Classification task list field 345
Item Classification task search field 341
Item ID field 213
Item Pick Task List
definition 387

L
Last But One Variance Quantity
field 159
Last Variance Quantity field 159
Latest summary Task field 164
load
creating 59
holds
adding 60
shipments
adding 60
loads 254
Location Inventory
searching 185
Location Inventory Audit
searching 329
Location Size Code field 193
Location SKU Dedications 194
Logged In field 340
logical kits 262
See Also kit components 262
Lot Key Reference field 197
LTL manifest document
definition 397

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

M
Manage Dock Group field 114, 283
Managing Count Requests 25
managing count tasks 25
manifest
closing 57
containers
adding 53
removing 57
searching 309
Manifest
carrier service summary 311
opening manifests 311
printing manifest 311
remove packed containers screen. See
also removing containers from a
manifest 321
Manifest # field 317, 321, 365
manifest status field 309
mark a batch as completed
screen 354
mark a task as completed
screen 347
Mark For field 382
MARK FOR field 385
Master Bill of Lading field 391
Master Catalog ID field 213
Max Records 330
Measure field 376, 380
Modified On field 350
Most Recent Task field 340
Move field 380
move request
searching 173
Move Request 173
alerts 179
Move Request Line
Activity Demand 182
Multiple SKU containers label
definition 385

N
Name field 338
Net Variance Quantity field 157
Net Variance Value field 157
New Disposition field 142
New Status field 350
NMFC # 395
NMFC # field 392
No. of Source Aisles Visited field 364
No. of Source Location Visited field 364
No. of Target Aisles Visited field 364
No. of Target Location Visited field 364
Node field 337, 340, 375, 379
Node Level Inventory 199
Node Level Inventory action 189
nodes 268
Number of Days To Display field 113,
282

O
Old Status field 350
On Hand Quantity field

192

Only Logged In Users user search
field 351
Only Planned Shipments field 379
Only Unassigned Tasks task search
field 340
Only Unplanned Shipments field 379
Open Manifest action 310
Open Tasks field 338, 339
Order Available On System field 259
Order Type field 379
organizations 268
Out Staging Location field 193
outbound shipments
creating 39
holds
adding 41
modifying 40
Outer Most Case ID field 200
Over Ship Quantity field 251
Overage Allowed field 259
overages 134
Override Shifts field 378
Override Shipment Entry field 134

P
Pack And Hold flag 249
Pack and Hold Only field 379
Pack Container action 263
Packed Quantity field 249, 319
packing
adding items 49
removing inner packs 51
removing items 50
system-suggested containers 44, 47
unknown contents 46
user-defined containers 45
packing adding inner packs 50
Packing Group field 399
Packing Slip 381
definition 381
Pallet ID field 156
Parent Task ID field 349
Past Due field 339
Pend In Quantity field 191
Pend Out Quantity field 191
Pending Work Orders field 295
Performing VAS activities 237
Picked By field 389
Pipeline ID field 156
Planned Capacity field 377, 378
plans
selecting 269
POD # field 313
Pool Name field 377
Predecessor Task task list field 345
Prepaid field 391
Primary Reference task list field 345
Prime Line # field 365
printing 266
printing SKU labels 30
Priority task list field 345
Pro number field 391
Product Class field 213
Product No field 383
productivity 361
searching 363

Productivity Type field 363
Promised Demand field 199
Pull Resources field 377
put an item classification on count
put an item on count 24
putting a task on hold
screen 352

Q
Qty and UnitVol field 396
Qty Completed field 238
Qty Per Kit field 232
Qty Remaining field 238
Qty To Process field 238
Quantity After Adjustment field 207
Quantity field 319, 348, 355, 358
Queue field 180
queues 94

R
Reason Code field 350, 358
Reason Text field 350, 358
receipt
searching 119
Receipt 206
Receipt Adjustment
entering receipt adjustment
criteria 215
validating receipt adjustment
criteria 20, 216
Receive action 122
Receive Details console 135
Receive Inventory
build cases or pallets 13
expected containers 13
paper-based
adjusting a receipt 20
build cases or pallets 17
expected containers 17
receiving excess 18
receive loose items 14
receiving excess 14
Receiving Dock field 123
Reference 335
Release action 176, 293
Release From ESP Hold action 248
Release Wave
screen 292
Released Quantity field 178
releases
adding 271
Remove From Manifest action 321
Removing shipments from wave 246
Reprint Carrier Label 381, 402
reprioritize a task
screen 351
Request Type field 153
Requested Delivery Date field 379
Requested Quantity field 178
Requesting User ID 150
Reset action 237
reset zone pend-in quantities 31
resource demands
searching 66
Index

415

resource demands (continued)
shipments
moving 66
Resource field 377
Resource Pool Description field 374, 375
Resource Pool field 376, 377, 378
resource pools
assigning shifts 65
capacity details
viewing 65
resources
moving 65
standard capacity
defining 64
Routing Error Code field 250

S
SAM (Standard Allowable Minutes) 364
Satisfied Quantity field 183
Save action 237, 317
SCAC (Standard Carrier Alpha
Code) 391
Scan field 237
Scan Identifier field 317
Scheduled End Time field 339
Scheduled Start Time field 339
Search History task search field 340
Segment field 158
Segment Type field 125, 158
serial number
capturing 57
serial shipping container code. See
SSCC 385
Service field 379
Service Item Group field 219, 227, 237
Service Item ID field 219, 227
Shift field 378
Ship By Date 206
Ship By Date field 158
Ship Mode field 379
SHIP TO POST field 384
Shipment 335
shipment audits 261
Shipment Audits 89, 92
shipment dates 242
Shipment Sort Lane field 249
shipments 133, 247
cancelling 266
deleting 246
modifying 252
outbound 241
searching 241
splitting 266
splitting lines 268
supervisory overrides 290
Shipper's Certification For Hazardous
Materials 398
shipper's certification for shipping
hazardous materials 398
Short Description field 213
Shortage field 377
Show Demand and Capacity Data in
field 375
Show Hierarchy task search field 340
Show Only Overridden Resources
field 380

416

Show Only task search field 340, 341,
342
SID# field 390, 393
Slot No field 386
Sort Sequence field 347
Source Case Id 348, 358
Source Location task search field 341
Source Pallet Id 358
Source Pallet Id field 348
Source Zone task search field 341
Special Service Surcharge field 318, 322
special services 252
Special Services 326
SSCC (Serial Shipping Container
Code) 385
standard allowable minutes. See
SAM 364
Standard Capacity field 376
Standard Carrier Alpha Code. See
SCAC 391
Standard Rate field 338
Start Date field 375
Start No Earlier Than field 337, 347, 357
Start Task After task search field 341,
343
Start Time Stamp field 238
Status field 287, 379
Storage Code field 193
Sub Line # field 365
Supervisor ID field 374, 375
supervisory overrides 290
Supervisory Overrides action 133, 289
Suppress Overage Check field 134

T
Target Location task search field 341
Target Pallet Id 348, 358
Target Resource Pool field 378
Target Zone task search field 341
Task
searching 337
Task ID field 345
Task List 381, 386
definition 386
task list screen 345
task search
by risk 344
task search by date
screen 343
task search by exception
screen 343
task search by inventory
screen 341
task search by reference
screen 342
task search by zone
screen 340
Task Status task list field 345
Task Summary field 338
Task Type field 338, 339
Tasks With All Following Holds
field 343
To field 379
Today's Demand Details field 378
Total field 380
Total Hours field 378

TRACKING field 384
Trailer # field 365

U
UCC-128 container label
definition 383
UCC-128 container shipping label
definition 383
UCC-128 Container Shipping Label 381
unit of measure 99
unit of measurement. See UOM 237, 357
UnReceive Quantity field 216
UOM (Unit Of Measure) 237, 357
UOM field 213
User ID field 287, 340
User Name field 340
User Time Sheet
user
searching 371

V
Variance Type field 159
Variance Value field 164
VAS
work order
creating 33
VAS Station
Performing Value-Added Services
operations. See Also Confirming
Activities Performed for the Work
Order 237
Velocity Code field 192
VICS Bill Of Lading 381
VICS BOL for load
definition 392
VICS BOL for shipment
definition 389, 395
View
Count Request Details 25
View All Lines action 176
View Audit action 157
view batch details
screen 354
View Contents action 321
View Contents action. See also Viewing
the Container's Contents. 317
View Details action 155
View Details field 376
View Lines With Exceptions action 176
View Move Request action 229
View Standard Capacity field 374
view task summaries by zone
screen 339
View Task Summary action 293
view task summary details
screen 346
View Tasks action 229
view the results of a task batch search
screen 353
view the status audit trail of a task 350
view the status of a task on hold
screen 350
view the tasks assigned to a user
screen 352

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

viewing a list of available users 340
viewing an open task summary
breakdown 339
Viewing Hold History 235

W
Wave # field 249
Wave Date field 365
Wave Release 381
definition 403
Wave Summary
screen 293
waves 244
accepting 42
canceling 43
creating 42, 271
releasing 43
viewing batch summary 294
Waves
release 292
searching 291
Weigh action. See also Recording the
Container's Weight 317
Weigh Station
converting inventory container into an
outbound container 59
recording container's weight 325
WHSE field 387
Work Order
searching 167, 225
Work Order Cancellation 235

Z
Zone field

339

Index

417

418

Sterling Selling and Fulfillment Foundation: Warehouse Management System User Guide

Printed in USA

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