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The material queue is the process by which warehouse employees reserve a material queue item. This locks the transaction to their |
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User ID and cannot be accessed or viewed by other employees. |
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The user can search and select from a list of existing material queue items.
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After a valid ID is selected the Process Issue form loads for the selected record
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
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Process by ID is used when there is no requirement to apportion the work across multiple employees. Using the Material queue ID to |
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Secondary Actions Menu
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Process Material Queue. |
1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under the Main Menu, tap on Material Queue and select Process by ID.
3. In the Queue ID field, enter or search for a Queue ID.
a. Alternatively, tap on the list icon beside the Queue ID fieldto select from a list, or tap on the filter icon to filter the list, and select the appropriate Queue ID.
4. The user then follows “Process Material Queue” process discussed later.
Secondary Actions Menu:
1. Different Process Types will have different Action Items available
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Material Queue
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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. |
Processing Steps:
1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under the Main Menu, tap on Material Queue and select Material Queue.
3. Selecting an Item will lock this item to the current user, No other employee can see a selected item. Selecting an Item adds the item to “My Material Queue”.
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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:
Material Queue
Mtl Queue Editor
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- Allows user to see the Settings section on Material Queue Editor
Select Mtl Query
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- Allows the user to change the query/results list
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My Material Queue
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This page is used to process items locked by the current user. My Material Queue is a step of movements that you are committed to undertake. They could be self-selected using the material queue or assigned to them by a manager through the Epicor material queue manager. |
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Processing Steps:
Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under the Main Menu, tap on Material Queue and select My Material Queue.
3. Selecting a record will open the Process tab for the user to complete the details.
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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:
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Mtl Queue Editor
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- Allows user to see the Settings section on Material Queue Editor
Select Mtl Query
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- Allows the user to change the query/results list
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Different Process Types will have different Action Items available.
Example
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STK-SHP - Generate PCID
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Secondary Actions Menu
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Outbound Orders
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Outbound Orders allows the user to view and select all material queue records that are associated with a sales order number |
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Processing Steps:
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First select an order
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1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under the Main Menu, tap on Material Queue and select Outbound Orders.
3. In the Order Number field, enter or search for a Order Number .
a. Alternatively, tap on the list icon beside the Order Number fieldto select from a list, or tap on the filter icon to filter the list, and select the appropriate Order Number .
4. The material queue items associated to that order are loaded and displayed in a list.
5. Users can
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click a specific items or select all.
a. Individual lines can be inspected for more detail by swiping left/right on an item.
6. Click VIEW
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to view the lines selected in My Outbound Orders.
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My Outbound Orders
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My Outbound Orders allows the user to process material queue records that are associated with sales order number |
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Processing Steps:
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First select an order
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Only the material queue items that have been selected by the active user will display.
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1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.
2. Under the Main Menu, tap on Material Queue and select My Outbound Orders.
3. In the Order Number field, enter or search for a Order Number .
a. Alternatively, tap on the list icon beside the Order Number fieldto select from a list, or tap on the filter icon to filter the list, and select the appropriate Order Number .
4. Selecting a record will open the Process tab
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to complete the details.
5. When all items of the selected order are processed and the list is empty
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Click VIEW PICKED
Secondary Actions Menu:
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, a prompt will show up to navigate to Picked Orders or not.
a. Yes - screen will proceed to picked orders.
b. No - screen will remain in the Lines screen.
6. In the same screen, the tap on VIEW PICKED and the items will show up in the Picked Order Items screen.
7. 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:
Different Process Types will have different Action Items available.
Example
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Secondary Actions Menu
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STK-SHP - Generate PCID
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Auto Select Transaction
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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.
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Processing Steps:
2. Under the Main Menu, tap on Material Queue and select Auto Select Trans.
3. Select a task to process by selecting within the lines.
a. A selected line will take you to the Process tab for completion.
4. Click SAVE.
Secondary Actions Menu:
Process
Different Process Types will have different Action Items available.
Example
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:
STK-SHP - Generate PCID
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Secondary Actions Menu
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Custom Material Queues (Custom Mtl Queues)
Default Query
The custom Material queries list the custom view created in the Settings > Mtl Query setup. A Default Query provides unfiltered view of all Material Queue records with definable sort order.
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