Material Queues (Mtl Queues)

The material queue is the process by which warehouse employees reserve a material queue item. This locks the transaction to their User ID and cannot be accessed or viewed by other employees. This allows users to process items in their queue, select additional items from the available queue or return items to the available queue. This process is bypassed when either Warehouse Manager assigns material queue items to employees or the warehouse process preferred is to print the material queue list and then process by the Request ID number. Access via the Mtl Queues > Mtl Q item and List menu items.

Process by ID

️ Process by ID is used when there is no requirement to apportion the work across multiple employees. Using the Material queue ID to Process Material Queue.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Material Queue and select Process by ID.

  2. In the Queue ID field, enter or search for a Queue ID.

    1. Alternatively, tap on the list icon beside the Queue ID field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Queue ID.

  1. The user then follows “Process Material Queue” process discussed later.

Secondary Actions Menu:

  • Different Process Types will have different Action Items available

Material Queue

️ This page is used select and lock material queue items to the currently user. Material queue items are generated in response to movements, purchases and sales. They dictate the flow of materials around the warehouse.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Material Queue and select Material Queue.

  1. Selecting an Item will assign this item to the current user, No other employee can see a selected item. Selecting an Item adds the item to “My Material Queue”.

️ Be aware 'Printed' material queue items will turn up in both material queue / my material queue without selection, as Epicor applies an employee 'Printed' when a pick list is printed.

Secondary Actions Menu:

  • Mtl Query Editor

    • Allows user to add new query and view/edit existing queries' definitions

  • Select Mtl Query

    • Allows the user to apply the query in order to return result list based on the selected query

My Material Queue

️ This page is used to process items assigned to the current user. My Material Queue lists material movements that are committed to be undertaken by the logged in Employee. They could be self-selected using the material queue or assigned to them by a manager through the Epicor material queue manager.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Material Queue and select My Material Queue.

  2. Selecting a record will open the Process tab for the user to complete the details.

️ Be aware 'Printed' material queue items will turn up in both material queue / my material queue without selection, as Epicor applies an employee 'Printed' when a pick list is printed.

Secondary Actions Menus:

  • Mtl Queue Editor

    • Allows user to add new query and view/edit existing queries' definitions

  • Select Mtl Query

    • Allows the user to apply the query in order to return result list based on the selected query

  • Basic View

    • Only basic item information is shown

  • Generate PCID

    • Allows user to generate a new PCID to use in To PCID field

  • Add Part Picture

    • Allows user to capture the part image with the device and save it against the part definition

Depending on the Transaction Type

  • Generate PCID

Secondary Action Menu item may not be available (e.g. PLT-STK, PUR-STK)

Outbound Orders

️ Outbound Orders allow the user to view and select and process all material queue records that are associated with a sales order number.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Material Queue and select Outbound Orders.

  2. In the Order Number field, enter or search for a Order Number .

    1. Alternatively, tap on the list icon beside the Order Number field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Order Number .

  1. The material queue items associated with that order are loaded and displayed in a list.

  2. Users can click a specific item to select it, or use SELECT ALL button to select all items in the list.

  3. Click VIEW to view the lines selected in My Outbound Orders.

Secondary Actions Menu:

  • Cross Dock

    • Displies list of Cross Dock items in this order

  • Basic View

    • Allows user to view only basic information in the Lines list

My Outbound Orders

️ My Outbound Orders allows the user to process material queue records that are associated with a sales order.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Material Queue and select My Outbound Orders.

  2. In the Order Number field, enter or search for an Order Number.

    1. Alternatively, tap on the list icon beside the Order Number field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Order Number.

  1. Selecting a record will open the Process tab to complete the details.

  2. When all items of the selected order are processed and the list is empty, a prompt will show up to navigate to Picked Orders or not.

Yes

screen will proceed to picked orders

No

screen will remain in the Lines screen

  1. In the same screen, the tap on VIEW PICKED and the items will show up in the Picked Order Items screen.

  1. Click on the Information icon to see the Order Information screen.

Clicking on the Picked Orders button will bring you to the Picked Orders screen under Shipping.

Secondary Actions Menu:

  • Generate PCID

    • Allows user to generate a new PCID to use in To PCID field

  • Add Part Picture

    • Allows user to capture the part image with the device and save it against the part definition

Auto Select Transaction

️ Select the next transaction that needs to be completed in the warehouse for the logged in user.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Material Queue and select Auto Select Trans.

  2. Select a task to process by selecting within the lines.

A selected line will take you to the Process tab for completion.

  1. Click SAVE.

Secondary Actions Menu:

  • Generate PCID

    • Allows user to generate a new PCID to use in To PCID field

  • Add Part Picture

    • Allows user to capture the part image with the device and save it against the part definition

Depending on the Transaction Type

  • Generate PCID

Secondary Action Menu item may not be available (e.g. PLT-STK, PUR-STK)

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