Open Items
The Open Items section in the Pick and Pack module allows users to manage and process orders that have not yet been fulfilled. It includes buttons for actions, filters to narrow down the data, and a table to display and interact with the relevant order information.
Buttons
- Clear: Resets all filters and clears the loaded data from the table.
- Reload: Refreshes the current data displayed in the table.
- Load Data: After setting filters, this button loads the relevant data according to the selected criteria (e.g., type, due date, etc.). Once data is loaded, additional buttons become active:
- Release: Marks the selected items as ready for further processing.
- Add to Pack List: Allows adding selected items to an existing or newly created pack list.
- Close Rows: Appears when a row is selected; allows closing the selected items from the table, marking them as processed.
Filters
- Type Filter: Allows selecting the type of orders to display. Options include:
- All
- Sales Orders
- Inventory Transfer Requests
- Reserved Invoices
- Due Date / Doc Date: Filters data by the selected date criteria. Once selected, the user clicks "Load Data" to retrieve items that match the filters.
Table
The loaded data is presented in a table with the following columns, each offering specific functionality:
- Checkbox: Enables selection of rows for further actions (e.g., release or adding to a pack list).
- Customer Name: Displays the name of the customer associated with the ordered items.
- Item: Lists the specific item that is part of the order.
- Due Date: Shows the date the item is expected to be fulfilled or delivered.
- Ordered Quantity: Displays the quantity of items initially ordered.
- Open Quantity: Shows the quantity of items that have yet to be picked or processed.
- To Pick (Qty): Contains an input field where users can specify the quantity to pick for the order. There is also a select UoM popup that allows the user to choose the Unit of Measure (UOM). The popup includes:
- Target UOM: The desired unit of measure for picking.
- Target Entry: The actual quantity to be picked, adjusted for the selected UOM.
- Warehouse: Displays the current warehouse assigned to the item. It includes an Edit button, which opens a popup where the user can choose a different warehouse from a list. The list also shows the available quantity in each warehouse.
- Delivery Address: Displays the address where the item will be delivered.
- Comment Icon: Allows users to add comments for each item via a popup window.
Additional Actions
- Release: Marks the selected items as ready for picking.
- Add to Pack List: After selecting an item, this button opens a popup allowing the user to either select an existing pack list or create a new one to add the item.
- Close Rows: Once an item is selected, this button appears, enabling the user to close the selected rows, indicating that these items have been processed.
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