Order Dig List

 

Selecting from the main menu- Reports/Orders/Order Dig List will present the user with the window displayed in fig 1.  The object of the Order Dig List report is to reduce the time it takes to assign crews to digging orders.  By reducing dig list preparation time and making sure all orders are assigned your efficiency and order fill rate are increased.  Use the Order Dig List and your Nursery, Field Grown Nursery or Tree Nursery will be more productive.  Before reading this help topic UDS suggests running the Active Play for Order Dig List as it will provide the user with a quick run through of this process.

 

Process

  1. Click on the Crew name that will be assigned to this Dig List from the Crews box.

  2. Typically the user will enter a Ship Date range that will encompass at least those Orders you are interested in filling.

  3. The View Orders button will cause AA to retrieve those Orders into the list box on the lower half of this window.

  4. If the Show Detail check box were checked, the Order detail lines will be displayed and not just the Order Number header information.

  5. Click the check box next to any Order Number in the list box in order to de-select the orders you do not wish to assign to this crew.

  6. All the Order detail lines within a selected Order will appear on the Dig List report.  If an Order is selected it is assumed that all Order detail lines will print.

  7. Notice that totals are provided for each size of Item.  The person preparing the Dig List sees information that relates to the time necessary to dig the listed items.  The Sales Type is also displayed on the report in the event it can be used to identify a ribbon color.

  8. Once your selection is done click the Print Button. You also could click the Print to File button for easy exporting to Excel for further modification.

Your digging personnel see a list arranged in inventory location sequence.  Your crews will be happy because they will know what to dig.  Your salespeople will be happy because there will be fewer order fulfillment mistakes.  Most important is your customers will be happier because they will get what they want.

 

Order Dig List fig. 1

 

Report Options

Allow the customization of the report by allowing the option of including or excluding certain Orders.

  • Beginning Ship Date - Enter the first eligible Order Ship Date for the Orders you would like displayed.

  • Ending Ship Date - Enter the last eligible Order Ship Date for the Orders you would like displayed.

  • Show Detail - Check this box so that the Order detail is displayed in the list box and not just the Order header information.

  • Crews - Enter the Crew Chief's name or some other name that will identify those doing the actual picking and who will need the Dig List report.  Right click in the Crew list box then select 'new' from the pop-up menu to create a new Crew designation to be added to the list.  Right clicking on an existing Crew name will provided the opportunity to edit the Crew name.

 

Print Quantities As

Option allows you to determine what numeric value will be used when printing the quantity.  

  • Item Units will print the number that is available with no other calculation.

  • Shipping Units will take the available item units and divide it by the Pack Quantity for that item.  This could represent the number boxes of a product you have available.

  • Production Units will take the available item units and divide it by the Production Pack for that item.  This could represent the number flats of a product you have available.

 

Buttons on this Window

Print - Print a report reflecting the Items or Locations displayed in the View.

Preview - Preview to screen a report reflecting the Items or Locations displayed in the View.  Print Preview

Print to File - Copy the report to the desired file type, such as .xls or .doc, rather than to paper or screen image.

Close - Exit this report function immediately.

Limit Orders - Will allow the user to further restrict which Item records will be included on the report based on ranges you may set given the fields provided.  This is particularly useful when the user needs to see only a particular set of data.  Limits Grid Box

 

 

 

Pull down Menus

Left clicking on the selections that run along the top of the form activates the pull down menus for the individual form. Once a word is selected a submenu will appear under the word. Select the appropriate option from the submenu by dragging the mouse pointer to that option and left clicking. The options available for the pull down menu on this form are as follows:

 
File:
  • Close - This will deactivate the window for this function.
Options:
  • Save Form Location -  This will save the current location of this form for retrieval the next time this window is displayed. If not saved, the system will not ‘remember’ the current location and will be displayed in the original location. This will change the program’s default location.
  • Save Print Options -  This will save all the print options, margins, check box settings, sequences, and form names currently set in this print window.  This can be a real time saver if settings don't often change because it prevents the program from reverting back to the default options the next time this print window is opened.
  • Report Font Name -  For a detailed description of this function click Report Font Name.
 

This concludes the presentation of the Order Dig List print.