View Stock Allocation

An overview of a workflow used for displaying allocation survey of (a) selected Balance ID(s).

Overview

  • Different Search Modes (allows a user to choose a way of searching for available Balance IDs).

    • Search Bulk - gives an overall, high-level searching criteria.

    • Search Detail - focuses on already labelled products. Powered by GS1 standard, one might instantly fetch the Balance IDs.

  • View allocations of selected Balance ID(s).

  • Support for Alias Numbers.

  • Automate screens.

    • By-pass report screens to accelerate the User Steps.

Used APIs

Used APIs
  • EXPORTMI.Select

  • MNS150MI.GetUserData

  • MMS010MI.ListLocations

  • MMS060MI.LstBalID

  • MMS025MI.LstItem

  • MMS005MI.LstWarehouses

Used Environment Properties

Used Environment Properties

SELECT SEARCH MODE

  • Default Search Mode

SEARCH BALANCE ID (DETAIL)

  • Default Warehouse

  • Default Location

SEARCH BALANCE ID (BULK)

  • Default Warehouse

  • Additional Input Fields

SELECT BALANCE ID

  • Select All

  • Automate Select Order Line screen

User Steps

Select Search Mode

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

ENVIRONMENT PROPERTIES

Property NameProperty ValueDetails

Default Search Mode

DETAIL = Detail Search mode is activated. BULK = Bulk Search Mode is activated. Default: Blank

Automates the Select Search Mode user step. When either DETAIL or BULK is chosen, the Select Search Mode screen is automated and by-passed.

INFO/HEADER DATA

  • N/A

INPUT DATA

  • Search Modes

FUNCTIONALITY

  • Tap on Options List Selection Input to select a search mode.

    • 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

Property NameProperty ValueDetails

Default Warehouse

Any alphanumeric value. Default: Blank

Auto-populates and defaults Warehouse value. If the property is left empty, warehouse via MNS150MI.GetUserData is selected by default.

Default Location

Any alphanumeric value. Default: Blank

Defaults the Location used as filter in Balance ID search.

Remember Input Data

1 = Quantity. 2 = Catch Weight. 3 = Lot. 4 = Container/Package. 5 = Production Date. Default: 1;2

Remembers string values fetched while scanning. These values are later populated in dedicated input fields in Report User Steps.

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

Property NameProperty ValueDetails

Default Warehouse

Any alphanumeric value. Default: Blank

Auto-populates and defaults Warehouse value. If the property is left empty, warehouse via MNS150MI.GetUserData is selected by default.

Remember Input Data

1 = Quantity. 2 = Catch Weight. 3 = Lot. 4 = Container/Package. 5 = Production Date. Default: 1;2

Remembers string values fetched while scanning. These values are later populated in dedicated input fields in Report User Steps.

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

Property NameProperty ValueDetails

Select All

FALSE = Function is not active/not ticked. TRUE = Function is active/auto-ticked. Default: FALSE

Automatically selects all the records in the Select Balance ID User Step.

Automate Select Balance ID screen

FALSE = Screen it not automated. TRUE = Screen is automated. Default: FALSE

Automates/by-passes the Select Balance ID User Step. If more than one record is listed, user is forwarded to View Allocation Survey User Step with the first record from the top.

INFO/HEADER DATA

  • N/A

INPUT DATA

  • Balance ID(s)

    • Location

    • Item Number

    • Lot Number (if applicable)

    • Container/Inhouse Package Number (if applicable)

    • Status

    • 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 been identified in the scanned string. Only records with that lot number are shown. If YGR location was scanned on top of it, only one record would remain in the list and thus would get a user further to View Allocation Survey 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 View Allocation Survey User Step.

    • EXPORTMI.Select from MITALO is used to fetch the Allocation(s).

    • If more than one record is selected, allocation for all selected records will be shown.

    • If Location input field was used as filter in Search Balance ID and Select All was selected, the API is run only once for selected location.

View Allocation Survey

Use the following User Step to identify allocation of selected Balance ID(s).

ENVIRONMENT PROPERTIES

Property NameProperty ValueDetails

Additional Functions

1 = PICK. Default: Blank

Shows additional, no-mandatory functions in the sequence. PICK gets a user to Select Pick List Line User Step of Pick Delivery workflow. (feature to be developed)

INFO/HEADER DATA

  • Order Number / Order Line (Order Category)

  • Delivery Number / Picking List Suffix (if exists)

  • Location

  • Item Number

  • Lot Number (if applicable)

  • Container/Inhouse Package Number (if applicable)

  • Allocated Quantity in Basic Unit of Measure

  • Allocated Catch Weight in 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)

INPUT DATA

  • Allocation(s)

FUNCTIONALITY

  • List shows the hard-allocated quantities against different outbound orders.

    • Green dot (or shade) of the row indicates the Balance ID is also released for picking.

  • 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 Select Balance ID User Step.

  • Click MENU to get back to the main Menu.

  • Click PICK to get to Select Pick List Line User Step of Pick Delivery workflow. (feature to be developed)

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