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Setting Up the Shortage Workbench Concept

Setting Up the Shortage Workbench Concept. Setting Up the Shortage Workbench. Setting Up the Shortage Workbench. Step 1. Begin by navigating to the Template Maintenance - Definition page. Click the Inventory menu. Setting Up the Shortage Workbench. Step 2.

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Setting Up the Shortage Workbench Concept

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  1. Setting Up the Shortage WorkbenchConcept

  2. Setting Up the Shortage Workbench

  3. Setting Up the Shortage Workbench Step 1 Begin by navigating to the Template Maintenance - Definition page. Click theInventorymenu.

  4. Setting Up the Shortage Workbench Step 2 Click theFulfill Stock Ordersmenu.

  5. Setting Up the Shortage Workbench Step 3 Click theFulfillment Rulesmenu.

  6. Setting Up the Shortage Workbench Step 4 Click theTemplate Maintenancemenu.

  7. Setting Up the Shortage Workbench Step 5 Click theAdd a New Valuetab.

  8. Setting Up the Shortage Workbench Step 6 The Template Code defines the template for the Shortage Workbench (SHORT_WRKBENCH). When a template is first created, it is populated with all the categories, subcategories, and fields defined for the template code. Enter the desired information into theTemplate Codefield. Enter"SHORT_WRKBENCH".

  9. Setting Up the Shortage Workbench Step 7 Enter the unique identifier for this template. Different templates are defined for different user groups to limit users to the appropriate fields. Click in theTemplate IDfield.

  10. Setting Up the Shortage Workbench Step 8 Enter the desired information into theTemplate IDfield. Enter"WHSE".

  11. Setting Up the Shortage Workbench Step 9 Click theAddbutton.

  12. Setting Up the Shortage Workbench Step 10 Use the Template Maintenance - Definition page to create or modify a template. Templates define what actions and fields appear to the user when using the Shortage Workbench.

  13. Setting Up the Shortage Workbench Step 11 Use the Description field to enter a description of the template ID. Enter the desired information into theDescriptionfield. Enter"Short Wrkbench template".

  14. Setting Up the Shortage Workbench Step 12 Use the Category field to define the pages that a user can access on the Shortage Workbench. Click in theCategoryfield.

  15. Setting Up the Shortage Workbench Step 13 Enter the desired information into theCategoryfield. Enter"ITEMVIEW".

  16. Setting Up the Shortage Workbench Step 14 Select the Default option. You must select one category to be the default category. When a user enters the Shortage Workbench using this template ID, this category is the default view in the View By field. Click theDefaultoption.

  17. Setting Up the Shortage Workbench Step 15 For the Shortage Workbench, the only value available in the Subcategory field is SEARCH. Click in theSubcategoryfield.

  18. Setting Up the Shortage Workbench Step 16 Enter the desired information into theSubcategoryfield. Enter"SEARCH".

  19. Setting Up the Shortage Workbench Step 17 Click theSelect Allbutton.

  20. Setting Up the Shortage Workbench Step 18 The Seq Nbr field identifies the order of the field names that appears on the Workbench.

  21. Setting Up the Shortage Workbench Step 19 Select the Required option to define a field as required to display on the Workbench. The template code defines certain fields as required. You can choose to make additional fields required. For a required field, the Delete Fields button is disabled.

  22. Setting Up the Shortage Workbench Step 20 Choose to display selected fields in the first or second column in the Workbench layout.

  23. Setting Up the Shortage Workbench Step 21 Use Display Mode to define the conditions for this search criteria field:   •  Display: This field appears display-only on the Workbench.   •  Edittable: A value can be entered in this field on the Workbench.   •  Hide: This field is hidden on the Workbench.

  24. Setting Up the Shortage Workbench Step 22 Use the Default From field to enter a default value to display on the Workbench. For fields defined to display as a check box, you can select to default the check box value to yes (selected) or no (unselected).

  25. Setting Up the Shortage Workbench Step 23 If you want a range to display, use the Default From and Default To fields together. The range selects all values in the date range or alphanumeric sequence. The range option is valid only for specific fields based on the template code and cannot be used with check box type fields.

  26. Setting Up the Shortage Workbench Step 24 Click theverticalscrollbar.

  27. Setting Up the Shortage Workbench Step 25 Click theSavebutton.

  28. Setting Up the Shortage Workbench Step 26 You have successfully set up the shortage workbench. End of Procedure.

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