Warehouse document list

On the POS workstation, it is possible to handle warehouse movements (WM-). The application enables the following actions:

  • Taking receipt of a delivery – it allows receiving resources from another warehouse
  • Releasing items – it allows creating WM- documents for movements between the headquarters’ warehouse and subsidiary warehouses

Note
In order to receive and release items, the user needs to have relevant permissions granted in the ERP system:

  • To the modification of warehouse movement documents
  • In the case of delivery receipts, to the creation of receiving and delivery reports

[Warehouse Documents] tile
To open the list of warehouse documents, it is necessary to select the tile [Warehouse Documents] in the main menu.

Warehouse document list

The upper part of the window contains the text filter field and the drop-down filters:

  • Document Status – it includes the following categories:
    • Received – it refers to confirmed documents associated with a confirmed WM+ document, issued for a target warehouse assigned to a center to which a given POS workstation belongs
    • Released – it refers to confirmed documents with no associated documents, issued for a source warehouse assigned to a center to which a given POS workstation belongs
    • To Receive – it refers to confirmed documents with no associated documents or associated with unconfirmed or canceled documents, issued for a target warehouse assigned to a center to which a given POS workstation belongs
    • To Release – it refers to unconfirmed documents with no associated documents, issued for a source warehouse assigned to a center to which a given POS workstation belongs
  • Type
  • Date
  • Status
  • Source Warehouse
  • Target Warehouse

Note
Depending on the setting of the parameter Method of Searching For Documents available in the configuration of the POS workstation in the ERP system, documents can be searched:

  • Locally in the POS workstation’s database
  • Both locally and in the ERP system

The list presents the following columns:

  • Unnamed – it displays appropriate icons:
    • [↓] (down arrow) – it is used to indicate confirmed WM- documents processing delivery receipts
    • [V] (confirmation symbol) – it is used to indicate correctly generated receiving and delivery reports
    • [!] (exclamation mark) – it is used to indicate receiving and delivery reports related to discrepancies between system WM- documents and received deliveries
Note
If the operator has insufficient permissions to read WM- documents, the confirmation symbol and exclamation mark will not be presented.
  • Number
  • Status – available values include Canceled, Confirmed, Unconfirmed
  • Source Warehouse
  • Target Warehouse
  • Date of Issue
  • Associated Documents – the numbers of documents associated with a given document on the list. For instance, a row presenting a WM- document may present the numbers of a receiving and delivery report and of a WM+ document generated from the WM-.
  • Handled By (hidden by default)

On the list of warehouse documents, it is possible to:

  • Add a new WM- document with the use of the button [Add]
  • Display the preview of a WM-/RDR document
  • Take receipt of a delivery with the use of the button [Take Receipt]
  • Open the list of unconfirmed WM- documents with the use of the button [P]
  • Cancel a receiving and delivery report with the use of the button [Cancel]

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