Schedule Material
PMs can monitor the status of site kits and have the ability to view materials that are scheduled for pick-up.
Order Management
Navigate to Scheduled Material
- 1. Expand ‘Monitor’ category.
- 2. Click on “Scheduled Material” from the navigation on the left hand side of the screen.
- 3. Select the dropdown to switch between markets.
- 4. Select SAP Code to view packing slip details page.
- 1. Expand ‘Monitor’ category.
- 2. Click on “Scheduled Material” from the navigation on the left hand side of the screen.
- 3. Select the dropdown to switch between markets.
- 4. Select SAP Code to view packing slip details page.
- 5. Direct Ship Generators cannot be cancelled.
View material packing slip details
Packing slip details include a pick information summary at the top, followed by a digital view of the packing slip. Details include:
- SAP code
- Quantity
- Description
- Asset Tag Codes
- Users have the ability to export site kit details to a PDF document.
- Asset tags are identified and listed when applicable.
Choose material to cancel
- Select this box to select all material in the table view.
- To select material individually, select the checkbox.
- The ‘Cancel’ button will activate when at least one item is selected. Pick-Ups can only be cancelled if there is an Auth# associated with that pick (All items with the same Auth# will be selected for cancellation).
Cancel a Pick-Up
- Use dropdown to select the reason for cancelling the pick-up.
- Material will be grouped by Authorization number, showing the company assigned and the material associated.
Confirm Cancellation
After selecting the appropriate reason for cancelling a pick-up, confirm cancellation by selecting the ‘yes’ or ‘no’ button.
Cancel a Pick-Up
After you have cancelled a pick-up, you will be taken back to the ‘In-Stock’ table. A green confirmation banner will appear to acknowledge successful assignment.
