Setting Up the Shortage Workbench Concept Setting Up

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 Click the Fulfill Stock Orders menu.

Setting Up the Shortage Workbench Step 3 Click the Fulfillment Rules menu.

Setting Up the Shortage Workbench Step 4 Click the Template Maintenance menu.

Setting Up the Shortage Workbench Step 5 Click the Add a New Value tab.

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 the Template Code field. Enter "SHORT_WRKBENCH".

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 the Template ID field.

Setting Up the Shortage Workbench Step 8 Enter the desired information into the Template ID field. Enter "WHSE".

Setting Up the Shortage Workbench Step 9 Click the Add button.

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.

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

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 the Category field.

Setting Up the Shortage Workbench Step 13 Enter the desired information into the Category field. Enter "ITEMVIEW".

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 the Default option.

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

Setting Up the Shortage Workbench Step 16 Enter the desired information into the Subcategory field. Enter "SEARCH".

Setting Up the Shortage Workbench Step 17 Click the Select All button.

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

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.

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

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

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).

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.