Updates to Customer Service
Picking, Packing, and Shipping
We removed the need for you to have to enter the Inventory tab on the Pick Workbench form to create a pick list.
We have enhanced the pick, pack, ship process to allow for consistency when picking inventory and non-inventory items. The Allow on Pick Workbench check box was added to these forms: Items, Multi-Site Items, Non-Inventory Items, Customer Order Lines, Customer Order Blanket Lines, Customer Order Blanket Releases, and Customer Orders Quick Entry. The field allows you to allow or not allow specific items to be included during the pick workbench process. Non-inventory items are now displayed in the Item field on the Shipment Master form. Non-inventory items can now be removed from the process on the existing Unpick Inventory and Unpack Inventory forms.
We have enhanced the Pack Workbench so that users can generate shipments for unpicked items. Picked items and unpicked items can be shipped on the same shipment. We have added a Credit Hold check box for the Order/Customer on Pick Workbench form. The Ref Type, Order, Line, and Release read-only fields have been added to the Shipment Master form.
Customer 360 Form
- To increase the amount of data viewable, form height has been increased, and a vertical scroll bar has been introduced.
- A new credit status field specifies either Good or Credit Hold for each customer.
- Service Orders, Incidents, Service Contracts, and Units form pages have been added.
- The button label is now .