Dock Calendar

The Dock Calendar allows the scheduling of outbound Sales and Inter-Company Transfers and inbound Purchase Order receipts on available Docks. In addition, both the shipping and receiving requirements can be displayed on the same calendar. The time required to complete the shipping or receiving process is specified on individual orders, with the default time provided from the Sales or Purchase Unit of Measure as defined on a Part's Item Master Units tab. In addition to scheduling orders on the Dock Calendar via the main Deacom application, users may also schedule via the Mobile application. 

General form layout

Once generated via the Calendar Selection pre-filter, the Dock Calendar form has three main sections.

  • Toolbar - Contains buttons to change the view of the calendar, save changes made, print and view schedules, etc. These items are detailed in the Dock Calendar form section below.
  • List of orders available for scheduling - Including Order Number, Transaction Type, Vendor/Bill-to Company, Hours required, and Facility.
    • Orders display according to the "Dock Sort 1-3" pick list selections made in Production Options.
    • Orders may be dragged and dropped to the desired date/time for any Dock that is linked to the same Facility as the order.
    • Double clicking an order in this section will open the detail in view mode.
  • List of Docks, dates and times, and cross section used for scheduling - Docks are listed vertically while dates and times are listed horizontally.
    • The Facility and Facility Group pre-filter selections dictate which Docks are displayed. If no Facility or Facility Group is specified on the pre-filter, then all Docks, across all Facilities will be displayed.
    • Listed under each Dock name are details regarding the hours and number of orders scheduled for the Dock. These values will update depending on the calendar view (for example, if the user clicks "Next Week") and when orders are dropped onto or removed from the calendar.
    • The width of the hours columns may be adjusted via the "Pixels Per Hour" field in Production Options.
    • Orders scheduled on the calendar will block off the time required for the Dock chosen. This "block" displays up to five lines of text, dictated by the "Dock Field 1-5" pick list selections made in Production Options.
    • Double clicking on a scheduled order will open the Calendar Detail form, detailed in the Calendar Detail form section below.

System Navigation

  • Inventory > Dock Calendar

Dock Calendar form

Opened via the "View" button on the Calendar Selection pre-filter when the "Report Type" is set to "Docks". The toolbar of this form is used to move through the Dock schedule and allows users to change the fields that are displayed in the list of orders available for scheduling. The date used as the current date is the displayed on the left side of the calendar.

Button

Description

Previous Week

Moves the view of the Dock Calendar to show the schedule for the previous week. 

Previous Day

Moves the view of the Dock Calendar to show the schedule for the previous day.

Today

Moves the view of the Dock Calendar to show the schedule for the current day.

Go To

Opens a form that allows the user to jump to a particular date on the calendar. The fields are as follows:

  • Type - Option between Date or Transaction to search by.
  • Date - Enabled if Type = Date, user can type in or select on the calendar what date to jump to.
  • Transaction Type - Enabled if Type = Transaction. Can select between Purchase Order and Sales Order, toggles the field below.
  • Purchase Order/Sales Order - Enabled if Type = Transaction, search on the calendar to a particular sales order or job.

Next Day

Moves the view of the Dock Calendar to show the schedule for the next day.

Next Week

Moves the view of the Dock Calendar to show the schedule for the next week.

View

Switches the view of the Dock Calendar between Monthly and Weekly, which allows users to get a picture of all orders scheduled.

Save

Only available once at least one modification has been made to the schedule. If clicked, all modifications made are saved.

Undo

Reverts the previous modification made to the schedule.

  • Only active if a change has been made to the schedule and the "Save" button has not yet been clicked.

Redo

Undoes the reverted action previously performed via the "Undo" button.

  • Only active if clicking the "Undo" button was the last action and the "Save" button has not yet been clicked.

Undo All

Reverts the schedule back to the way it was as of the last save.

Refresh

Refreshes the data shown in the schedule.

Print

Opens the Print Schedule form, which allows users to print the schedule as is for a specified date frame.

  • Users also have the option to include non-scheduled orders or omit them.

Schedule

Opens the Daily Dock Calendar form, which provides additional details regarding the orders displayed and the ability to print.

Daily Dock Calendar form

Opened via the "Schedule" button on the Dock Calendar form or by double clicking an order scheduled for a Dock. This form will display a specific order or a series of orders depending on the selection process indicated in the list below.

  1. The individual order when double clicking on a specific order in the Dock Schedule.
  2. All orders for this day when clicking anywhere in the block for the day, for a specific date on the calendar.
  3. All orders on the calendar, scheduled or unscheduled, when clicking the "Schedule" button on the calendar toolbar.

Button

Description

Modify

Opens the detail for the selected order in modify mode.

View Detail

Opens the detail for the selected order in view mode.

Print Schedule

Opens the Print To form, which allows the user to print the current details.

Edit Data

Opens the Edit Data form, which allows the user to modify some details of the order.

Edit Data form

Opened via the "Edit Data" button on the Daily Dock Calendar form. Users must click the "Save" button before exiting this form for any modifications to take effect.

Field

Description

Order For

Displays the Vendor or Bill-to Company name for the selected order.

Number

Displays the order number for the selected order.

Dock

Displays the Dock to which the order is assigned/scheduled. 

Ship Via

Displays the Ship Via Method as specified on the Misc 1 tab of either the Sales or Purchase Order.

  • If the Ship Via Method is not known at time of ordering, but will be known when orders are scheduled for delivery or pickup, users can enter the correct method in this field to have it populate on the order.
  • Useful if dock employees are responsible for updating the Ship Via Method on an order but should not have access to make other modifications.

Scheduled

The scheduled date for the selected order. 

Time

The scheduled time for the selected order. 

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