The worksheet scoreboard detail window provides an overview of the warehouse worksheet's workflow, displaying tasks, assigned workers, and progress indicators. A warehouse worksheet is a tool used to manage orders, operations, or tasks within the warehouse. The worksheets inquiry scoreboard monitors and logs key information related to the document's status and activities.
Understanding the Scoreboard
Search Here
The Worksheet window provides a Simple Search and Advanced Search ability.
Simple Search: Use the search field box to search by Document Number, Bill To, Participants, or Deliveries.
Advanced Search: Multi-select filters for work type, participants, period, work status and delivery status.
Use the reset filter option to restore the categories to the following default settings:
- Work Type: Picking and Receiving
- Participant: None
- Period: All
- Work Status: Filter by Work Status (All)
- Delivery Status: Filter by Delivery Status (All)
Document
Displays Document #, Document Version & Document Status.
Document versions reflect the revisions made during the creation of the PO.
Document Worksheet
Double-click anywhere on the document line item to view the worksheet.
Bill To
Displays the bill to department name, number and work type (receiving or picking).
Work Status
Display Options:
- Waiting Assignment
- Worker Assigned
- In Progress
- Completed
Participants
Receiving:
- Purchaser, Receiver, Runner
Picking:
- Requestor, Picker, Runner
Viewing User Work Audit
Click on a user icon to view the complete work audit.
Unassign Task
For a task to be unassigned from the current participant, the work status must be either "work assigned" or "runner assigned."
Click on the participant icon, then select “Unassign Task”.
Deliveries
Display Options:
- Awaiting Delivery
- Runner Assigned
- In Transit
- Completed
Progress Percentage
Single click on the deliveries percentage to display the document work history including signature.
