Pre-Staging

The concept of staging is to provide a two-step method of issuing materials to Jobs or Sales Orders, as an alternate to directly issuing materials to a single Job or individual Sales Order. Pre-staging is the first step in the process, which allows for the moving of large quantities of raw materials from regular Inventory to Staging, which is a separate inventory segment, similar to WIP and QC Testing. In pre-staging, the user selects a list of the Jobs or Sales Orders that need to have materials pulled from inventory, usually based on the planned starting date of the Job or due to ship date for Sales Orders. The system combines the requirements for all the selected Jobs or Sales Orders, and sends the scanner user out to pull each material from inventory once, for all the Jobs or Sales Orders, rather than making individual trips for each one.

Upon entering filters and clicking the "View" button, the system will display a mover form titled Select Job(s)/Sales Order(s) to Stage. If there is not enough inventory on hand for the orders moved to the right-hand side of the form when "Continue" is clicked, the Short Inventory form will appear listing the Parts and associated quantities that are short. Otherwise, the Inventory to Stage form will appear, allowing the user to review all Parts to be staged as well as on hand and required quantities. Clicking "Continue" will open the Copies to Print form, allowing the user to print the pick list for the Parts on the selected orders.

Notes:

In 15.05.038, the "Short Inventory" field allows users to determine how to proceed in situations when inventory is short for the selected orders.
Beginning in version 16.04.033, the "Direct Staging" field on the MRP pre-filter allows users to exclude staged inventory (pre-staged or final staged) from the +Onhand bucket and have staged inventory display in the +Reserved or +Issued buckets respectively.
Prior to version 16.04.033, staged material will display in the +Onhand bucket in MRP.
Version 16.07.046 introduces error handling when pre-staging.In situations where data errors occur, the system will now continue with the pre-staging process and alert users at the end with the folllowing prompt: "One or more records could not be transacted and have been recorded in the system error log. Review the log to address any issues". The error log is available via System > History/Performance (Type: "System", Report Type: "Errors").

System Navigation

Inventory > Pre-Staging

Pre-Staging Pre-Filter

Field/Flag	Description
Transaction Type	Pick list used to select whether inventory that is pre-staged will be used to fulfill Job or Sales Order requirements.
Order Type	Options include: Inter-Company Transfer, Sales Order, or All. Users have the ability to manage reservations of ICT and Sales Orders together or separately.
Type	Pick list used to determine how and where inventory will be staged. Options are Location, Staging, and WIP when "Transaction Type" is set to "Jobs" and options are Location, Reserved, Staging, and Un-Reserve when "Transaction Type" is set to "Sales Orders". The security setting, "Production - change issue type" controls access to this field, both in the WMS and Main applications. If the "Transaction Type" is set to "Jobs", the options in this field are: Location - A selection must be made in the "Location" field. The system will calculate (1) the Job/Sales Order requirements, then (2) the inventory currently in the selected Location, then (3) subtract the requirements from what is currently in the Location. This is useful in situations where inventory for multiple Sales Orders needs to be reserved to a specific truck or mobile retail location. Staging-Specific (name changed from "Staging" beginning in version 17.02.004. No change in functionality) - The inventory will be moved into the Staging inventory segment. Inventory will remain in the current Location unless a new one is specified in the "Location" field. Staging -General (added in version 17.02.004) - All lots will be moved into staging without breaking them up by the sales order requirements, meaning lots will not linked to sales orders. In this scenario, the splitting/assigning of material lots by sales orders will happen in the Final Staging process. The option was added to allow the scanning and moving of material in a lot and location at one time for ease and efficiency. Note: when using 'Staging - General' and printing lot labels, the system will show 1 label to print for each part, location, system lot combination in the labels form. WIP - The functionality that currently applies to Sales Orders to move directly into Reserved will apply, for either Sales Orders or Jobs. Inventory will remain in the current Location unless a new one is specified in the "Location" field. If the "Transaction Type" is set to "Sales Orders", the options in this field are: Location - A selection must be made in the "Location" field. The system will calculate (1) the Job/Sales Order requirements, then (2) the inventory currently in the selected Location, then (3) subtract the requirements from what is currently in the Location. This is useful in situations where inventory for multiple Sales Orders needs to be reserved to a specific truck or mobile retail location Reserved - The functionality that currently applies to Sales Orders to move directly into Reserved will apply, for either Sales Orders or Jobs. Inventory will remain in the current Location unless a new one is specified in the "Location" field. Also, the mover form will only show orders that have inventory left to reserve. Orders that are fully reserved will not be displayed. Staging-Specific - (name changed from "Staging" beginning in version 17.02.004. No change in functionality) - The inventory will be moved into the Staging inventory segment. Inventory will remain in the current Location unless a new one is specified in the "Location" field. Staging-General (added in version 17.02.004) - All lots will be moved into staging without breaking them up by the sales order requirements, meaning lots will not linked to sales orders. In this scenario, the splitting/assigning of material lots by sales orders will happen in the Final Staging process. The option was added to allow the scanning and moving of material in a lot and location at one time for ease and efficiency. Note: when using 'Staging - General' and printing lot labels, the system will show 1 label to print for each part, location, system lot combination in the labels form. Un-Reserve - only sales orders that have inventory currently reserved against them but have not yet been shipped will display. By clicking Continue on the mover form, all inventory currently reserved to the orders on the right side of the mover form will be un-reserved, while retaining the current location of the lots.
Transaction Date	Date the system will use to move the inventory to the Staging segment. Defaults to the current date.
Date Based On	Pick list used to order the results. Options are Created, Due, Job Date 1-5 (as defined using Captions), Planned Start, and Started when "Transaction Type" is set to "Jobs" and options are Order Date and Sales Date 1-4 (as defined using Captions) when "Transaction Type" is set to "Sales Orders".
Start Date	Used in conjunction with the "Date Based On" selection to begin generating the list of orders and requirements.
End Date	Used in conjunction with the "Date Based On" selection to finish generating the list of orders and requirements.
Facility	Search field used to filter by Facility, as selected on the Job or Sales Order.
Job Category	Only available when "Transaction Type" is set to "Jobs". Search field used to filter by Job Category as selected on the Job.
Shop Area	Only available when "Transaction Type" is set to "Jobs". Search field used to filter by Shop Area as selected on the Job.
Location Type	Search field used to select the Location Type where inventory will be staged.
Location	Search field used to select the Location where inventory will be staged.
Source Zone	Search field used to select the Zone where the material that will be moved currently resides.
Source Location Type	Search field used to select the Location Type where the material that will be moved currently resides.
Source Location	Search field used to select the Location where the material that will be moved currently resides.
Prev Grouped SOs	Combobox enabled only when "Transaction Type" is set to "Sales Orders" and "Type" set to anything other than "Location". Options are: Include Exclude
Inventory	Only available when "Type" is set to "Staging" and the user has the "Inventory -- Stage inventory across facilities" security set to "Yes". Pick list used to determine which lots are available to pre-stage. Supports the Staging Across Facilities feature in Deacom. Options are: All - Displays all lots. Facility - Displays lots in the same Facility as selected on the Job/Sales Order. This is the default selection. Facility Group - Displays lots in the same Facility Group as the Facility selected on the Job/Sales Order.
Use Entire	Pick list used to dictate if the entire System Lot, or Container Unit should be used. Options are: None System Lot Container
Short Inventory	Disabled when the form type is set to "Jobs". This field provides three possible options: Continue - If any inventory is short for the selected orders, a summary of the shortages will not be shown. The system will then continue to reserve orders based on the Requirements filter. Prompt / Cancel - If any inventory is short for the selected orders, a summary of the shortages will be shown. The system will then stop, and not reserve any inventory to orders. Prompt / Continue - If any inventory is short for the selected orders, a summary of the shortages will be shown. The system will then continue to reserve orders based on the Requirements filter.
Requirements	Only available when "Transaction Type" is set to "Sales Orders". Used in conjunction with a Short Inventory filter of Continue or Prompt / Continue: Defaults to "Short", which will Pre-Stage or Reserve all available inventory to orders. Some orders may only be partially Pre-Staged or Reserved. When set to "Full", only orders with enough inventory available to meet the entire order demand will be Pre-Staged or Reserved
Bill-to Company	Only available when "Transaction Type" is set to "Sales Orders". Search field used to filter by Bill-to Company as selected on the Sales Order.
Ship-to Company	Only available when "Transaction Type" is set to "Sales Orders". Search field used to filter by Ship-to Company as selected on the Sales Order.
Project	Only available when "Transaction Type" is set to "Sales Orders". Search field used to filter by Project as selected on the Sales Order.
Progress Billing	Only available when "Transaction Type" is set to "Sales Orders". Search field used to filter by Progress Billing order as selected on the Sales Order.
Sales User 1-5	Only available when "Transaction Type" is set to "Sales Orders". Search fields used to filter by Sales User 1-5 options as selected on the Sales Order.
Ship Via	Only available when "Transaction Type" is set to "Sales Orders". Search field used to filter by Ship Via as selected on the Sales Order.
Group Number	Searchbox used to re-print documents for a single group. Orders in each group are assigned the same Group Number.
Group Quantity	Numeric textbox, cannot be a negative number. Enabled only when "Transaction Type" is set to "Sales Orders" and "Type" set to anything other than "Location".
Print Pre-Staging Pick Lists	If checked, pre-staging pick lists will be printed for the orders selected.
Print Final Staging Pick Lists	If checked, final staging pick lists will be printed for the orders selected.
Print Individual Pick Lists	If checked, individual pick lists will be printed for the orders selected.
Print Lot/SO Labels	Displays as "Print Lot Labels" when "Transaction Type" is set to "Jobs" and displays as "Print SO Labels" when "Transaction Type" is set to "Sales Orders". If checked, labels will be printed with order number, part, quantity, and lot information.
Docs Only - Do Not Stage	If checked, the selected pick lists or labels will be printed, but materials will not be staged.
Group / Sort	If checked, allows the user to create many groupings of orders to be picked together, without having to re-run the inventory pre-staging process many times for each group. Enabled only when "Transaction Type" is set to "Sales Orders" and "Type" set to anything other than "Location".

Custom Criteria

A Custom Criteria form has been added to the Pre-Staging pre-filter. More information about Custom Criteria can be found at Basic Objects and User Interface > Custom Criteria.

The majority of pre-filters throughout the system contain a custom criteria option. In classic versions, the custom criteria section is displayed as a series of search boxes at the bottom of the pre-filter. In web versions, the custom criteria section is displayed once users click the "+" sign at the bottom of the pre-filter.

Custom criteria allows users to search using fields not normally found on the pre-filter form. For example, when using the Sales > Order Reporting pre-filter, the custom criteria section can be used to search fields contained on the Bill-to or Ship-to records.

Edit Custom Criteria form

Field	Description
Logical	Options are "And" and "Or". Allows users to filter based on resulting criteria. "And" indicates all criteria must be meet in order to return results on the report. If set to "Or", indicates it is optional that the data be returned.
Table	Select from a list a applicable tables. The table presented depend on the pre-filter being used. For example, if using a Sales > Order Reporting pre-filter typical tables to choose from would include Bill to companies, Ship to companies, Sales order header, and sales order lines.
Field	Options depend on the Table chosen above. Example: If a user input the field "Unit Weight" then "<" as the Operator and "25" as the Value, the search will yield results with a Unit Weight less than 25.
Not	Works in connection with the Operator field below and, if checked, will not include the criteria specified in the value field.
Operator	Defines what operator the system will use when filtering results. Options are: <, <+, <>, =, >, > =, Contains, Is Empty.
Value	Defines the value that will be filtered on when the search is performed. Will use units applicable to the selected Field.