Reclassify Stock

An overview of a workflow used for reclassifiction of (an) existing Balance ID(s).

Overview

  • Search Balance IDs.

    • Different searching modes.

      • Detail Search - fetches Balance ID(s) through label scanning.

      • Bulk Search - fetches Balance ID(s) through a high-level searching criteria.

    • Use List function.

      • Browse after searched data, like Item Number, Lot Number, etc. to apply a filter before the search.

    • Embedded support for Alias Numbers.

  • Reclassify Balance ID(s).

    • Report New Item.

      • Assign a new item number to a selected Balance ID.

    • Report New Lot.

      • Assign a new lot number, lot reference 1, lot reference 2 and remark to a selected Balance ID.

    • Report New Date.

      • Assign a new Expiration Date, Follow-up Date, Sales Date, Best Before Date and/or Harvested Date to a selected Balance ID.

    • Report New Status.

      • Assign a new status to a selected Balance ID.

    • Report New Quantity

      • Optionally set a new Quantity and/or Catch Weight to newly-assigned item number and/or lot number.

  • Trigger Label Printing

    • Print Putaway Label (MWS450PF) for the selected Balance ID.

      • Report Printer, Number of Labels, Quantity per Label.

  • Automate screens.

    • By-pass Select and Report User Steps to accelerate the process.

Used APIs

Used APIs
  • CRS290MI.LstPrinters

  • EXPORTMI.Select

  • MMS005MI.ListWarehouses

  • MMS010MI.ListLocations

  • MMS060MI.LstBalID

  • MMS060MI.PrtPutAwayLbl

  • MMS200MI.LstItmAltUnitMs

  • MMS850MI.AddRclLotSts

  • MMS850MI.AddReclass

  • MNS150MI.GetUserData

Used Environment Properties

Used Environment Properties

SELECT SEARCH MODE

  • Default Search Mode

SEARCH BALANCE ID (DETAIL)

  • Default Warehouse

  • Default Location

  • Remember Input Data

SEARCH BALANCE ID (BULK)

  • Default Warehouse

  • Additional Input Fields

SELECT BALANCE ID

  • Auto Refresh

  • Automate Select Balance Id screen

SELECT RELATED OPTION

  • Default Related Option

  • Automate Select Related Option screen

REPORT NEW ITEM

  • Additional Input Fields

  • Print Label

  • Set New Quantity

  • Default Reason

REPORT NEW LOT

  • Additional Input Fields

  • Print Label

  • Set New Quantity

  • Default Reason

REPORT NEW DATE

  • Additional Input Fields

  • Print Label

  • Default Reason

REPORT NEW STATUS

  • Additional Input Fields

  • Default Reason

REPORT NEW QUANTITY

  • Additional Input Fields

  • Print Label

  • Default Unit Of Measure

  • Default Reason

REPORT PRINTING

  • Default Printer

  • Default Number of Labels

  • Default Quantity per Label

  • Automate Report Printing screen

CONFIRM

  • Automate Confirm screen

User Steps

Select Search Mode

Use the following User Step to define the Search Mode you wish to work with.

ENVIRONMENT PROPERTIES

INFO/HEADER DATA

  • N/A

INPUT DATA

  • Search Modes

FUNCTIONALITY

  • Tap on Search Modes List Selection Input to select one.

    • Detail allows you to identify Balance ID(s) by scanning the existing barcodes.

    • Bulk allows you to identify Balance ID(s) using searching criteria.

    • Blank is assigned as default and can be changed in the environment properties on a global/user level.

  • Click MENU to get back to the main menu.

  • Click NEXT to continue.

Search Balance ID (Detail)

Use the following User Step to search for existing Balance ID(s) by scanning their barcodes.

ENVIRONMENT PROPERTIES

INFO/HEADER DATA

  • Warehouse

  • Location (if assigned)

  • Item (if assigned)

  • Lot (if assigned)

  • Container (if assigned)

INPUT DATA

  • Add/Remove

  • Added Balance ID(s)

FUNCTIONALITY

  • Select either Add or Remove in Add/Remove Binary Option Input to adjust the behaviour when value is scanned into Added Balance ID(s) List Presentation.

  • Scan inside Added Balance ID(s) List Presentation to instantly retrive or remove the Balance ID(s) to/from the list.

    • The input field is equipped with embedded translation engine which retrives multiple values used in the later reporting process.

    • Refer to Managing Multiple Data Capture section to understand and configure capturing of the barcoded data.

    • When the scanned record refers to more than one hit, the Select Searched Balance ID User Step pops up. Tap one record to add it to the list. Example below shows an item number NC-P-ALOT&CWT been identified in the scanned string. The string, however, does not provide any information about the location nor has it been selected via LIST option. Thus, the Select Searched Balance ID pops up where the correct Balance ID has to be chosen.

Select List

The following User Step browses after data for the List filtering in Search Balance ID User Step.

INFO/HEADER DATA

  • N/A

INPUT DATA

  • Lists

FUNCTIONALITY

  • Click on Warehouse to fetch available warehouses.

    • MMS005MI.LstWarehouses is used to fetch the data.

    • Click on a warehouse to select one and get back to Search Balance ID User Step with a newly selected warehouse.

    • Click BACK to get back to Search Balance ID User Step.

  • Click on Location to fetch all locations in a selected warehouse.

    • MMS060MI.LstBalID is used to fetch the data. Selected Warehouse and any other, optional input fields are used as input.

    • Data is aggregated on a location level.

    • Click on a location to select one and get back to Search Balance ID User Step. The location will be pre-defaulted.

    • Click BACK to get back to Search Balance ID User Step.

  • Click on Item to fetch all items in a selected warehouse.

    • MMS060MI.LstBalID is used to fetch the data. Selected Warehouse and any other, optional input fields are used as input.

    • Data is aggregated on an item level.

    • Balance ID(s) represent(s) number of Balance ID(s) per Item.

    • Click on a location to select one and get back to Search Balance ID User Step. The item will be pre-defaulted.

    • Click BACK to get back to Search Balance ID User Step.

  • Click on Lot to fetch all lot numbers in a selected warehouse.

    • MMS060MI.LstBalID is used to fetch the data. Selected Warehouse and any other, optional input fields are used as input.

    • Data is aggregated on a lot level.

    • Balance ID(s) represent(s) number of Balance ID(s) per Lot Number.

    • Click on a location to select one and get back to Search Balance ID User Step. The lot number will be pre-defaulted.

    • Click BACK to get back to Search Balance ID User Step.

  • Click on Container to fetch all containers in a selected warehouse.

    • MMS060MI.LstBalID is used to fetch the data. Selected Warehouse and any other, optional input fields are used as input.

    • Data is aggregated on a container level.

    • Balance ID(s) represent(s) number of Balance ID(s) per Container Number.

    • Click on a location to select one and get back to Search Balance ID User Step. The container number will be pre-defaulted.

    • Click BACK to get back to Search Balance ID User Step.

  • Click BACK to get back to Search Balance ID User Step.

  • Click CLEAR to clear the already applied values for filtering.

  • Click NEXT to get back to Select Balance ID User Step with selected input fields.

Search Balance ID (Bulk)

Use the following User Step to search for (an) existing Balance ID(s) by using high-level searching criteria.

ENVIRONMENT PROPERTIES

INFO/HEADER DATA

  • Warehouse

INPUT DATA

  • Location

  • Item

  • Lot

  • Container

FUNCTIONALITY

  • Type in/scan the Location inside the Location Text Input.

  • Type in/scan the Item Number inside the Item Text Input.

  • Type in/scan the Lot Number inside the Lot Text Input.

  • Type in/scan the Container/Inhouse Package Number inside the Container Text Input.

  • Click BACK to get back to Select Search Mode User Step.

  • Click LIST to get to Select List User Step.

  • Click NEXT to get to Select Balance ID User Step.

    • MMS060MI.LstBalID is used to fetch the Balance ID(s).

    • All mandatory and additional input fields from that User Step are used as the API's transaction fields in.

Select List

The following User Step browses after data for the input fields in Search Balance ID User Step.

INFO/HEADER DATA

  • N/A

INPUT DATA

  • Lists

FUNCTIONALITY

  • Click on Warehouse to fetch available warehouses.

    • MMS005MI.LstWarehouses is used to fetch the data.

    • Click on a warehouse to select one and get back to Search Balance ID User Step with a newly selected warehouse.

    • Click BACK to get back to Search Balance ID User Step.

  • Click on Location to fetch all locations in a selected warehouse.

    • MMS060MI.LstBalID is used to fetch the data. Selected Warehouse and any other, optional input fields are used as input.

    • Data is aggregated on a location level.

    • Click on a location to select one and get back to Search Balance ID User Step. The location will be pre-defaulted.

    • Click BACK to get back to Search Balance ID User Step.

  • Click on Item to fetch all items in a selected warehouse.

    • MMS060MI.LstBalID is used to fetch the data. Selected Warehouse and any other, optional input fields are used as input.

    • Data is aggregated on an item level.

    • Balance ID(s) represent(s) number of Balance ID(s) per Item.

    • Click on a location to select one and get back to Search Balance ID User Step. The item will be pre-defaulted.

    • Click BACK to get back to Search Balance ID User Step.

  • Click on Lot to fetch all lot numbers in a selected warehouse.

    • MMS060MI.LstBalID is used to fetch the data. Selected Warehouse and any other, optional input fields are used as input.

    • Data is aggregated on a lot level.

    • Balance ID(s) represent(s) number of Balance ID(s) per Lot Number.

    • Click on a location to select one and get back to Search Balance ID User Step. The lot number will be pre-defaulted.

    • Click BACK to get back to Search Balance ID User Step.

  • Click on Container to fetch all containers in a selected warehouse.

    • MMS060MI.LstBalID is used to fetch the data. Selected Warehouse and any other, optional input fields are used as input.

    • Data is aggregated on a container level.

    • Balance ID(s) represent(s) number of Balance ID(s) per Container Number.

    • Click on a location to select one and get back to Search Balance ID User Step. The container number will be pre-defaulted.

    • Click BACK to get back to Search Balance ID User Step.

  • Click BACK to get back to Search Balance ID User Step.

  • Click CLEAR to clear the already applied values for filtering.

  • Click NEXT to get back to Select Balance ID User Step with selected input fields.

Select Balance ID

Use the following User Step to choose the Balance ID(s) You would wish to view the allocation of.

ENVIRONMENT PROPERTIES

INFO/HEADER DATA

  • N/A

INPUT DATA

  • Balance ID(s)

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container/Inhouse Package Number (if applicable)

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure) (if applicable)

    • Scanned Quantity (via Search Balance ID (Detail), if fetched)

    • Scanned Catch Weight (via Search Balance ID (Detail), if fetched)

FUNCTIONALITY

  • List shows the Balance IDs with applied filters (if any) fetched via Search Balance ID (Detail) or Search Balance ID (Bulk) User Steps.

  • Scan into the Balance ID(s) List Multi-Selection Input or Data Grid.

    • The User Step is equipped with embedded translation fragment which retrives multiple values used in the later reporting process.

    • Refer to Managing Multiple Data Capture section to understand and configure capturing of the barcoded data.

    • When a scanned value refers to an unique record in the list, the following User Step pops up with all identified data. When more than one hit is identified, a filter is applied listing only identified records in the list. An extra scan can be used to fetch a uniqe record from the filtered list. Example below shows a lot number 2404271001 has been identified in the scanned string. Only records with that lot number are shown. If YCR location was scanned on top of it, only one record would remain in the list and thus would get a user further to Select Related Option User Step.

  • Tap on (a) record(s) you would wish to proceed with. Use Select All Check Box to select all the records.

  • Click BACK to get back to Search Balance ID User Step (Detail or Bulk).

  • Click NEXT to get to Select Related Option User Step.

Use the following User Step to select the related option you would wish to proceed with.

ENVIRONMENT PROPERTIES

INFO/HEADER DATA

  • Selected Balance ID

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container Number (if applicable)

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure)

    • Scanned Quantity (via Search Balance ID (Detail), if fetched)

    • Scanned Catch Weight (via Search Balance ID (Detail), if fetched)

INPUT DATA

  • Related Options

    • New Item

    • New Lot

    • New Date

    • New Status

FUNCTIONALITY

  • Tap on (a) related option(s) in Related Option(s) List Multi-Selection Input you would wish to proceed with. Use Select All Check Box to select all the records.

  • Click BACK to get back to Select Balance ID User Step.

  • Click NEXT to get to the following Report User Step.

Report New Item

Use the following User Step to calculate a new item number.

INFO/HEADER DATA

  • Selected Balance ID

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container Number (if applicable)

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure)

    • Scanned Quantity (via Search Balance ID (Detail), if fetched)

    • Scanned Catch Weight (via Search Balance ID (Detail), if fetched)

INPUT DATA

  • Print Label

  • Set New Quantity

  • Reason

  • Item * * indicates an input field is mandatory.

FUNCTIONALITY

  • Tap on Print Label Check Box to trigger the Report Printing User Step after the Report New Quantity User Step.

    • Putaway Label (MWS450PF) will be printed as an output.

    • FALSE is assigned as default and can be changed in the environment properties on a global/user level.

  • Tap on Set New Quantity Check Box to trigger the Report New Quantity at the end.

    • FALSE is assigned as default and can be changed in the environment properties on a global/user level.

  • Tap on Reason Menu Selection Input to select a reason code the reclassification will be assigned with.

    • List of reasons comes via EXPORTMI.Select from CSYTAB table.

    • Blank is assigned as default which can be changed in the environment properties on a global/user level.

  • Tap on Item * Menu Selection Input to select a new item the selected Balance ID is to be reclassified into.

    • List of items comes via EXPORTMI.Select from MITBAL table.

  • Click BACK to get back to Select Related Option User Step.

  • Click NEXT to get to the following Report User Step.

Report New Lot

Use the following User Step to calculate a new lot number.

INFO/HEADER DATA

  • Selected Balance ID

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container Number (if applicable)

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure)

    • Scanned Quantity (via Search Balance ID (Detail), if fetched)

    • Scanned Catch Weight (via Search Balance ID (Detail), if fetched) -> indicates the change it will be made after the report.

INPUT DATA

  • Print Label

  • Set New Quantity

  • Reason

  • Lot *

  • Lot Reference 1

  • Lot Reference 2

  • Remark * indicates an input field is mandatory.

FUNCTIONALITY

  • Tap on Print Label Check Box to trigger the Report Printing User Step after the Report New Quantity User Step.

    • Putaway Label (MWS450PF) will be printed as an output.

    • FALSE is assigned as default and can be changed in the environment properties on a global/user level.

  • Tap on Set New Quantity Check Box to trigger the Report New Quantity at the end.

    • FALSE is assigned as default and can be changed in the environment properties on a global/user level.

  • Tap on Reason Menu Selection Input to select a reason code the reclassification will be assigned with.

    • List of reasons comes via EXPORTMI.Select from CSYTAB table.

    • Blank is assigned as default which can be changed in the environment properties on a global/user level.

  • Type in/scan the Lot Number inside the Lot * Text Input.

  • Type in/scan the Lot Reference 1 text inside the Lot Reference 1 Text Input.

  • Type in/scan the Lot Reference 2 text inside the Lot Reference 2 Text Input.

  • Type in/scan the remark text inside the Remark Text Input.

  • Click BACK to get back to previous User Step.

  • Click NEXT to get to the following Report User Step.

Report New Date

Use the following User Step to assign new valid dates.

INFO/HEADER DATA

  • Selected Balance ID

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container Number (if applicable)

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure)

    • Scanned Quantity (via Search Balance ID (Detail), if fetched)

    • Scanned Catch Weight (via Search Balance ID (Detail), if fetched) -> indicates the change it will be made after the report.

INPUT DATA

  • Print Label

  • Reason

  • Expiration Date

  • Follow-up Date

  • Sales Date

  • Best Before Date

  • Harvested Date * indicates an input field is mandatory.

FUNCTIONALITY

  • Tap on Print Label Check Box to trigger the Report Printing User Step after the Report New Quantity User Step.

    • Putaway Label (MWS450PF) will be printed as an output.

    • FALSE is assigned as default and can be changed in the environment properties on a global/user level.

  • Tap on Reason Menu Selection Input to select a reason code the reclassification will be assigned with.

    • List of reasons comes via EXPORTMI.Select from CSYTAB table.

    • Blank is assigned as default which can be changed in the environment properties on a global/user level.

  • Tap to set a new date inside the Expiration Date Date Input.

  • Tap to set a new date inside the Follow-up Date Date Input.

  • Tap to set a new date inside the Sales Date Date Input.

  • Tap to set a new date inside the Best Before Date Date Input.

  • Tap to set a new date inside the Harvested Date Date Input.

  • Click BACK to get back to previous User Step.

  • Click NEXT to get to the following Report User Step.

Report New Status

Use the following User Step to assign a new status.

INFO/HEADER DATA

  • Selected Balance ID

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container Number (if applicable)

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure)

    • Scanned Quantity (via Search Balance ID (Detail), if fetched)

    • Scanned Catch Weight (via Search Balance ID (Detail), if fetched) -> indicates the change it will be made after the report.

INPUT DATA

  • Allocatable

  • Print Label

  • Reason

  • Status * * indicates an input field is mandatory.

FUNCTIONALITY

  • Tap on Allocatable Check Box to set the selected Balance ID to be allocatable.

    • FALSE is assigned as default and can be changed in the environment properties on a global/user level.

  • Tap on Reason Menu Selection Input to select a reason code the reclassification will be assigned with.

    • List of reasons comes via EXPORTMI.Select from CSYTAB table.

    • Blank is assigned as default which can be changed in the environment properties on a global/user level.

  • Tap on Status * Menu Selection Input to set a new status for the selected Balance ID.

  • Click BACK to get back to previous User Step.

  • Click NEXT to get to the following Report User Step.

Report New Quantity

Use the following User Step to assign new quantitative data. That User Step is only applicable if either a new item and/or new lot have been assigned.

INFO/HEADER DATA

  • Selected Balance ID

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container Number (if applicable)

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure)

    • Scanned Quantity (via Search Balance ID (Detail), if fetched)

    • Scanned Catch Weight (via Search Balance ID (Detail), if fetched) -> indicates the change it will be made after the report.

INPUT DATA

  • Print Label

  • Reason

  • Catch Weight * (if applicable)

  • Unit of Measure

  • Quantity * * indicates an input field is mandatory.

FUNCTIONALITY

  • Tap on Print Label Check Box to trigger the Report Printing User Step after the Report New Quantity User Step.

    • Putaway Label (MWS450PF) will be printed as an output.

    • FALSE is assigned as default and can be changed in the environment properties on a global/user level.

  • Tap on Reason Menu Selection Input to select a reason code the reclassification will be assigned with.

    • List of reasons comes via EXPORTMI.Select from CSYTAB table.

    • Blank is assigned as default which can be changed in the environment properties on a global/user level.

  • Tap on Unit of Measure Menu Selection Input to select a unit of measure the quantity will be reported in.

    • A default unit of measure comes from MMS200MI.GetItmBasic which can be changed in the environment properties on a global/user level.

    • Alternative units of measure list comes from MMS200MI.LstItmAltUnitMs.

  • Type in/scan the numeric catch weight value inside the Catch Weight * Numeric Input.

    • Blank is assigned as default and can be changed in the environment properties on a global/user level.

    • When Search Order Line (Detail) is used and quantitative data is part of the scanned strings, these values will override the defaults.

  • Type in/scan the numeric quantity value inside the Quantity * Numeric Input.

    • Blank is assigned as default and can be changed in the environment properties on a global/user level.

    • When Search Order Line (Detail) is used and quantitative data is part of the scanned strings, these values will override the defaults.

  • Click BACK to get back to previous User Step.

  • Click NEXT to get to the following Report User Step.

Report Printing

Use the following User Step to adjust the label printout before reclassifying the Balance ID.

ENVIRONMENT PROPERTIES

INFO/HEADER DATA

  • Selected Balance ID

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container Number (if applicable)

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure)

    • Scanned Quantity (via Search Balance ID (Detail), if fetched)

    • Scanned Catch Weight (via Search Balance ID (Detail), if fetched) -> indicates the change it will be made after the report.

INPUT DATA

  • Printer

  • Number of Labels

  • Quantity per Label

FUNCTIONALITY

  • List of printers is fetched through CRS290MI.LstPrinters.

  • Tap on Printer Menu Selection Input to select a printer.

    • Blank is assigned as default and can be changed in the environment properties on a global/user level.

  • Type in/scan the number of labels number inside the Number of Labels Numeric Input.

    • Blank is assigned as default and can be changed in the environment properties on a global/user level.

  • Type in/scan the quantity per label number inside the Quantity per Label Numeric Input.

    • Blank is assigned as default and can be changed in the environment properties on a global/user level.

Confirm

Use the following User Step to do the final check before reclassifying a Balance ID.

ENVIRONMENT PROPERTIES

INFO/HEADER DATA

  • Balance ID to be reclassified

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Lot Reference 1

    • Lot Reference 2

    • Remark

    • Expiration Date

    • Follow-up Date

    • Sales Date

    • Best Before Date

    • Harvested Date

    • Container Number (if applicable)

    • Status

    • Allocatable

    • Reason

    • On-hand Balance Quantity (Basic Unit of Measure)

    • On-hand Catch Weight (Catch Weight Unit of Measure) -> indicates the change it will be made after the report.

FUNCTIONALITY

  • Click BACK to get back to a previous Report User Step.

  • Click UPDATE to run (a) selected transaction(s).

    • The application comes back with a success message that the Balance ID has been reclassified.

    • If the Print Label Check Box has been ticked, the application comes back with an additional success message that the Label has been printed.

    • You are redirected to the Select Balance ID User Step after the report.

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