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
Worksheets Scoreboard
The Worksheets scoreboard displays the total number of worksheets in the system based on the selected parameters applied.
This number may vary depending on the combination of filters applied.
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:
Use multi-select filters to refine your results for work type, participants, period, work status and/or delivery status.
Use the reset filter option to restore the categories to the following default settings:
Filter By Work Type
The Work Type filter allows you to narrow the grid results by Picking and/or Receiving.
By default, the scoreboard displays results for All Types. After a filter option is selected, the system saves your preference and automatically applies it the next time you access the scoreboard.
Filter By Participants
Use the Participant filter to display grid results for selected participants included on the worksheet.
By default, the filter is set to Blank. When you choose a participant, the system saves your filter and automatically applies it the next time you access the scoreboard.
Filter By Period
Use the Period filter dropdown to view worksheets by All, Today, Yesterday, Tomorrow, This Week, Next Week, This Month, Next Month or Past Due.
By default, the scoreboard displays results for All Periods. Once you choose a filter option, the system saves your preference and automatically applies it the next time you access the scoreboard.
Filter By Work Status
The Work Status filter allows you to narrow the grid results by the following status options: Waiting Assignment, Shipment Arrived, Worker Assigned, In Progress, Completed and/or Cancelled.
By default, the scoreboard displays results for All Statuses. After you choose a filter option, the system saves your preference and automatically applies it the next time you access the scoreboard.
Filter By Delivery Status
The Delivery Status filter allows you to narrow the grid results by the following status options: Awaiting Delivery, Runner Assigned, In Transit, Starting Acceptance, Completed, Deleted or Cancelled.
By default, the scoreboard displays results for All Statuses. After you choose a filter option, the system saves your preference and automatically applies it the next time you access the scoreboard.
Search Status and Reset Icon
The Search Bar includes a Reset icon that clears only the simple search results, while the Reset All button in the panel restores all filters to their default settings.
Search criteria are preserved as you navigate between scoreboards and dashboards, returning to a scoreboard will display results based on the active search.
Details
The Worksheet grid includes:
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Document #
- Source # with Status
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Bill To
- Bill to Department Code and Name
- Work Type Badge
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Work Status
- Status Badges Color Coded: Waiting Assignment, Worker Assigned, In Progress, Completed or Deleted
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Participants: Displays participants involved in the worksheet with Popover Details
- Receiving participant titles: Purchaser, Receiver and Runner
- Picking participant titles: Requestor, Picker and Runner
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Deliveries
- Status Badges Color Coded: Awaiting Delivery, Runner Assigned, In Transit, Completed, or Deleted.
- Progress Percentage: More details below.
Hidden by Default:
- Receipt #
- The receipt status will remain open until payment is completed.
- Internal Reference #
- Property
- Entity
- Requested On
- Work Completed On
- Required Date
- Document Totals
Column Customization
- Click the three dots in the detail window.
- Select ‘Columns.’
- Choose the desired metrics you want to display.
- Click 'Apply.'
Participant Popover Details
Single click on the participant badge to view additional details in the popover.
Unassign Task
To unassign a task from the current participant, the work status must be set to either “Work Assigned” or “Runner Assigned.”
Select the participant icon, then choose “Unassign Task.”
Receiving/Picking Work Types
Delivery Work Type
Deliveries Progress Percentage
Single click on the deliveries percentage to display the document work history including signature.
Worksheet Access
Viewing the Worksheet
Double clicking a worksheet row opens the Worksheet Document tab, where the worksheet is displayed in read-only mode. From there, you can review the full process in one place and use scoreboards to view key stages. The worksheet offers a clear, visual overview of each step, making it easy to track progress and see the document’s current status within the workflow.