Pick & Put Tasks

In this sub process, Creation of worker record with available resources for pick and put operations, is discussed

For this sub process, some setup is needed as follows

• Creation of Work Calendar and time off
  • Navigate to -> Admin -> Customizations -> Business Calendar.
  • Redirects to list page of Business Calendar.
  • Click on -> Create button.
  • Add Name
  • Set type as Work Time
  • Add Start Date and End Date
  • Add Start Time
  • Add Hours Per Day
  • Click on -> Save button
  • Navigate to -> Time off tab, Click on -> Create button
  • Set type
  • Set from date and to date (if selected type is Specific Period)
  • Select days of week (if selected type is Specific Days)
  • Set time period
  • Set start time and end time
  • Add Name
  • Click on -> Save and Close button
  • Redirects to Business Calendar's details page
  • Set Status as Final
  • Click on -> Save or Save and Close button
• Create personnel record for creating user type resource.
  • Navigate to -> Menu Category.
  • Select Job Set Up menu category.
  • Navigate to -> Job Set Up
  • Navigate to -> Job Title -> Click on -> Create button
  • Add -> Basic details and save and close the record
  • Navigate to -> Job setup -> Department
  • Click on -> Create button
  • Add -> Basic details and save and close the record
  • Navigate to -> Personnel -> Personnel
  • Click on -> Create button
  • Add -> First Name, Last Name, Type, Employee code, Joining Date, Employment type, Employment status in Basic Section
  • Add -> Personnel Details
  • Select -> Job Title and Department
  • Click on -> Save and close button
• Create Resource and bind resource calendar to resource.
  • Navigate to -> Menu Category.
  • Select Project menu category.
  • Navigate to Project -> Resource
  • Displays list page of Resources. click on -> Create button
  • Redirects to create page on “Details” tab -> Type Name
  • Select -> Type of resource – User, Equipment or Vendor
  • Based on type selection select the user or vendor
  • Add the Capacity and Hourly Host of resource and save the record
  • Navigate to -> Availability tab.
  • Add Resource Time Off
  • Navigate to -> Competence tab
  • Add Work Calendar

After completing setup and to create resource job please refer steps given below

• Navigate to -> Menu Category.
• Select Inventory menu category.
• Navigate to -> Inventory, click on -> Worker 
• Redirects to list page of warehouse worker, click on -> Create button
• Redirects to create page of worker, select -> Warehouse (for which worker is required)
• Select -> Worker (resource)
• Click on -> Save or Save & Close button