Viewing or Changing the Status of a Transfer Docket

You are here: 1. Distribution System > 1.4. SALES Menu: Sales Order Processing > 1.4.16. Sales - Scheduler > 1.4.16.3. Warehouse Scheduler - Transfer Dockets > Viewing or Changing the Status of a Transfer Docket

Viewing or Changing the Status of a Transfer Docket

Every transfer docket in Micronet has a status which tells you how far the docket has progressed. The status of a docket changes automatically when it is downloaded to a PDA and then completed and posted back to Micronet.

You can view and change the status of a transfer docket using the Warehouse Scheduler - Transfer Dockets tab. You can also use this tab to manually change the status of a docket.

Warning

Under no circumstance should you ever need to validate data to change the status of paperless transfer dockets.

Transfer dockets can have the following statuses:

Paperless – the transfer docket is ready for downloading to a PDA
Paperless Linked – the transfer docket has been linked with others to form a single transfer. For more information on linked transfers, see "Combining Transfer Dockets by Linking (v2.8)".
On PDA – the transfer docket is currently loaded onto a PDA and is being completed
Completed Paperless – the transfer docket has been completed and posted back to Micronet, and is currently waiting to be posted
Completed Created – the transfer docket was created on a PDA and has been posted back to Micronet where it is currently waiting to be posted.

Technical Tip

2.8 Feature

If any lines on a transfer docket that has been posted back to Micronet could not be picked or were underpicked, those lines are split onto a new transfer retaining the original date.

To view or change the status of a transfer docket:

Open the Warehouse Scheduler screen.

Refer to "Displaying the Warehouse Scheduler".

Select the 2. Transfer Dockets tab.

Micronet displays the Warehouse Scheduler - Transfer Dockets tab.

2.8 Feature

In the Warehouse View field, select the transfer dockets you want to view. The options are:

Default Warehouse – view transfer dockets for your default warehouse only
All Warehouse – view transfer dockets for all warehouses
All Invoices – view all invoiced transfer dockets in order to build a courier manifest (by default, these are not displayed in the Warehouse Scheduler)
a specific warehouse – view transfer dockets for that warehouse only.

Select FILE | REFRESH or press F2 to display the selected transfer dockets.

This tab displays the following information:

	Field	Value
	Action	Any action performed on a transfer docket through the Warehouse Scheduler that has not yet been processed, e.g. a change to the docket status. When you process the action by following the steps below, this reverts to No Action.
	Type	The type of transfer docket which may be one of the following: Paperless – the transfer docket was created via an automatic method (i.e. Data.Connect, Web.Connect or Sales Force), or created in Micronet as posted paperless Slip – the transfer docket was created in Micronet and requires printing out and manual picking.
	Status	The current status of the transfer docket as listed above.
	Tran From	The warehouse the stock is being transferred from.
	Tran To	The warehouse the stock is being transferred to.
	Date	The date on which the transfer docket was created.
	Held No	The transfer docket number.

Technical Tip

This screen is not automatically updated. It is a good idea to select FILE | REFRESH every now and then to ensure you are viewing the most recent data.

2.8 Feature

You can copy and paste the list of transfer dockets to an Excel spreadsheet using the standard copy and paste functions (Ctrl+C and Ctrl+V) – see "Copying and Pasting from Micronet to Excel (v2.8)".

If required, you can reset the status of a docket back to the paperless queue awaiting assignment to a PDA. For example, say a docket has been sent to a PDA but that PDA is run over by a forklift and can't be used to send the transfer docket back to Micronet. This allows you to download the docket to another PDA for processing.

If you want to change the status of:

a single transfer docket, select that docket
more than one transfer docket, use the Shift key to select several dockets in a row, or use the Ctrl key to select several dockets that are not sequential.

Select EDIT SCHEDULE | SET SELECTED TO PAPERLESS QUEUE.

Note that the Action field has now changed to Paperless Queue.

To process the status change(s), select FILE | PROCESS.

Micronet processes your changes and then redisplays the Warehouse Scheduler - Transfer Dockets tab. Note that the Action field now displays No Action again and that the Status field has been updated.