The material queue is the process by which warehouse employees reserve a material queue item. This locks the transaction to their user id and cannot be accessed or viewed by other employees.   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

Process by ID is used when there is no requirement to apportion the work across multiple employees. Using the Material queue ID to ‘Process Material Queue’

• The user can search and select from a list of existing material queue items.

• After a valid ID is selected the Process Issue form loads for the selected record

• The user then follows “Process Material Queue” process discussed later

Secondary Actions Menu:

Different Process Types will have different Action Items available

Secondary Actions Menu

Material Queue

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:

• 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”.

• 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: See Settings section on Material Queue Editor

• Select Mtl Query: Change the query/results list

Secondary Actions Menu

My Material Queue

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.

Processing Steps:

• Selecting a record will open the Process tab for the user to complete the details.

• 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:

My Material Queue

• Mtl Queue Editor: See Settings section on Material Queue Editor

• Select Mtl Query: Change the query/results list

Process

• Different Process Types will have different Action Items available.  Example; STK-SHP - Generate PCID

Secondary Actions Menu

Outbound Orders

Outbound Orders allows the user to view and select all material queue records that are associated with a sales order number.

Processing Steps:

• First select an order

• The material queue items associated to that order are loaded and displayed in a list.

• Users can then click specific items or select all.

• Individual lines can be inspected for more detail by swiping left/right on an item.

• Click VIEW to quickly navigate to view the lines selected in My Outbound Orders.

My Outbound Orders

My Outbound Orders allows the user to process material queue records that are associated with sales order number.

Processing Steps:

• First select an order

• Only the material queue items that have been selected by the active user will display.

• Selecting a record will open the Process tab for the user to complete the details.

• When all items of the selected order are processed and the list is empty the application will prompt the user to view in picked orders.

• Click VIEW PICKED

Secondary Actions Menu:

Process

• Different Process Types will have different Action Items available.  Example; STK-SHP - Generate PCID

Secondary Actions Menu

Auto Select Transaction

Select the next transaction that needs to be completed in the warehouse for the logged in user.

Processing Steps:

• Select a task to process by selecting within the lines.

• A selected line will take you to the Process tab for completion

• Click SAVE

Secondary Actions Menu:

Process

• Different Process Types will have different Action Items available.  Example; STK-SHP - Generate PCID

Secondary Actions Menu

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.