Work line details

Article
08/01/2022

The Work line details page shows a comprehensive, sortable, and filterable list of the individual work lines in your system. It provides a complete overview of work that is being planned and executed in the warehouse. You can easily switch between viewing all work lines and viewing only open work lines. Details that are provided for each line include the work status, item number, location, work quantity, load ID, and shipment ID.

Turn on the work line details feature

As of Supply Chain Management version 10.0.21, this feature is turned on by default. Administrators can use the Feature management page to check the feature status and enable or disable it if needed. Here, the feature is listed as:

Module: Warehouse management
Feature name: Work line details

Open and use the Work line details page

To view the list of work line details, go to Warehouse management > Work > Work line details. From here, you can perform the following actions:

Use the Filter field to search for lines that have a specific value for any available parameter. (Available parameters include many parameters that aren't shown as columns in the grid.)
Use the Show closed check box to show or hide closed lines.
Select Display dimensions to open the Dimensions display dialog box, where you can choose to show or hide various dimension columns in the grid.
Select any column heading to open a menu where you can choose to sort or filter the list by values in that column.
Select a work line, and then select Change location to open a dialog box where you can change the location for that work line. The location that you specify will override the setup of the location directive.
Select a work line, and then select Cancel work line to open a dialog box where you can partially or fully reduce the quantity of that work line.
Adjust quantities.
View the transactions behind any work line.

Try out the feature

This section provides a three-part demo that shows how to work with work line details.

Make sample data available

To work through this demo by using the sample records and values that are specified here, you must be on a system where the standard demo data is installed. Additionally, you must select the USMF legal entity before you begin.

You can also use this demo as guidance when you work on a production system. However, you must substitute your own values, and you might be missing some types of required records that the standard demo data provides.

Verify that the scenario setup includes enough available inventory

If you're working with the USMF demo data, you should first make sure that your system is set up so that enough inventory is available at each relevant pick location. For this demo, the expectation is that you have the following inventory available:

Item M9200: 45 ea. (or more)
Item M9202: 10 ea. (or more)

Follow these steps to verify that enough inventory is available and to make any adjustments that are required.

Go to Warehouse management > Setup > Location directives, and determine which picking locations are used for sales order picking at warehouse 51. (For more information, see Control warehouse work by using work templates and location directives.)
Check the inventory levels at the relevant locations.
Adjust inventory as required. You can create manual movements, use replenishment, or apply any other flow to adjust the inventory.

Part 1: Create picking work

Before you start to create work, make sure that your warehouse is set up to respond to work requests in the expected manner.

Follow these steps to create some picking work.

Go to Sales and marketing > Sales orders > All sales orders.
Select New to open the Create sales order dialog box.
In the Create sales order dialog box, set the following values:
- On the Customer FastTab, set the Customer account field to US-001.
- On the General FastTab, set the Warehouse field to 51.
Select OK to create the sales order and close the dialog box.
Your new sales order is opened. It includes a new, empty row in the Sales order lines grid. On this order line, set the following values:
- Item number: M9200
- Quantity: 20
- Unit: ea
Select the new order line, and then, on the Inventory menu, select Reservation to open the Reservation page.
On the Reservation page, select Reserve lot to reserve the selected line's full quantity in the warehouse.
Close the Reservation page to return to the sales order.
On the Action Pane, on the Warehouse tab, select Release to warehouse. The system creates a shipment, adds it to a new load, and creates the required work.
Create a second sales order for the same customer account and warehouse that you used for the first order. Add the following two order lines to this order:
- Line 1: Set the Item number field to M9200, the Quantity field to 25, and the Unit field to ea.
- Line 2: Set the Item number field to M9202, the Quantity field to 10, and the Unit field to ea.
Repeat steps 6 through 8 to reserve the inventory for each order line (one at a time), and then repeat step 9 to release the order to the warehouse.

Part 2: Change the location for a work line

Go to Warehouse management > Work > Work line details.
Find and select one of the work lines that you created for this demo.
Select Change location to open the Select new location dialog box.
In the Select new location dialog box, in the Location field, select a new location for the work line.
Select OK to apply your change and close the dialog box.

Important

You can submit location changes only if the new location has enough inventory available (for a pick), or if it passes location-type validation (for a put).

Part 3: Change the quantity of a work line or cancel a work line

Go to Warehouse management > Work > Work line details.
Find and select one of the work lines that you created for this demo. Note that you can cancel or change quantities only for work lines where the work type is pick.
Select Cancel work line to open the Quantity to cancel dialog box.
In the Quantity to cancel dialog box, change the value in the Quantity field to specify the quantity that should be subtracted from the quantity that is currently specified for the line. By default, the Quantity field shows the full quantity.
- If you cancel the full quantity, the Work status value will be changed to Canceled, but the Work quantity field will still show the original value.
- If you cancel just part of the quantity, the Work quantity field will be updated to show the new value, but the Work status value won't change.
Select OK to apply your change and close the dialog box.