Held Purchased Tags

The Held Purchase Tags screen allows users to view all Purchased Item Tags in the system that were placed on hold for a Purchased Item.

To view all Held Purchase Tags in the system, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

All Held Purchased Tags in the system will be displayed.

Viewing a Held Purchased Tag

To view a Held Purchased Tag, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

Locate the Held Purchased Tag you wish to view and double-click on the appropriate row. The Purchased Item Tag detail screen will be displayed.

../_images/purchaseditemtagdetailscreen-4.jpg

Changing a Held Purchase Tag Status

To change a Held Purchased Tag Status, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

Locate the Held Purchased Tag you wish to change the Status for and double-click on the appropriate row. The Purchased Item Tag detail screen will be displayed.

../_images/purchaseditemtagdetailscreen-4.jpg

Click on the images/heldpurchasedtags/changestatusbutton-5.jpg button. The Change Status window will appear with the Serial Number and Current Status.

../_images/changestatuswindow-6.jpg

Users must select a New Status, Reason, and Description using the available drop-down menus. Once the selections have been made, click on the images/heldpurchasedtags/okbutton-7.jpg button to complete the Status change.

The Tag Status and Disposition will change to the selections made on the Change Status window. The Held Purchased Tag will also be removed from the Held Purchased Item Tag Lookup screen if the Status was changed to something other than held.

Deleting a Held Purchased Tag

To delete a Held Purchased Tag from the system, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

Locate the Held Purchased Tag you wish to delete and double-click on the appropriate row. The Purchased Item Tag detail screen will be displayed.

../_images/purchaseditemtagdetailscreen-4.jpg

Click on the images/heldpurchasedtags/deletebutton-8.jpg button. The Inventory Adjustment window will appear where users must select a Reason and Reference. Then, click on the images/heldpurchasedtags/okbutton-7.jpg button.

../_images/inventoryadjustmentwindow-9.jpg

The Held Purchased Tag Status will automatically change to Deleted. It will be removed from the Purchased Item Tag Lookup screen.

Note

If users wish to view the Held Purchased Tag again, it will be displayed in the Purchased Item Tag Lookup screen by navigating to the images/heldpurchasedtags/qatab-1.jpg and clicking on the images/heldpurchasedtags/purchaseditemtaglookupicon-10.jpg icon.

Re-activating a Held Purchased Tag

Once a Held Purchased Tag has been deleted, users have the ability to Re-activate it in the system. To do so, navigate to the images/heldpurchasedtags/qatab-1.jpg and click on the images/heldpurchasedtags/purchaseditemtaglookupicon-10.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/purchaseditemtaglookupscreen-11.jpg

Users must use one or more of the various Search options. The system will populate the appropriate Purchased Item Tags. Locate and double-click on the Purchased Item Tag you wish to Re-activate. The Purchased Item Tag detial screen will be diaplayed.

../_images/purchaseditemtagreactivate-12.jpg

Click on the images/heldpurchasedtags/reactivate-13.jpg button. The Inventory Adjustment window will appear where users will need to select a Reason and enter in a Reference. Then, click on the images/heldpurchasedtags/okbutton-7.jpg button.

../_images/inventoryadjustmentwindow-9.jpg

The Purchased Item Tag will default back to its original Status. If the original Status was Held, it will display on the Purchased Item Tag Lookup screen for Held Purchased Tags.

Scrapping a Held Purchased Tag

To scrap a quantity of parts from a Held Purchased Tag from the system, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

Locate the Held Purchased Tag you wish to scrap quantity parts from and double-click on the appropriate row. The Purchased Item Tag detail screen will be displayed.

../_images/purchaseditemtagdetailscreen-4.jpg

Click on the images/heldpurchasedtags/scrap-14.jpg button. A window will appear where users must enter in a Qty. to Scrap, select a Reason, and enter in a Reference. Then, click on the images/heldpurchasedtags/okbutton-7.jpg button.

../_images/scrapwindow-15.jpg

The Quantity on the Held Purchased Tag detail screen will adjust accordingly to the Qty. to Scrap that was set on the window.

Note

If users only scrap a partial tag quantity, the system will maintain the Serial Number for the Held Purchased Tag and adjust the remaining quantity accordingly. The partial scrap quantity will then be listed under the images/heldpurchasedtags/transactionstab-16.jpg tab.

Held Consumer Tags Tab

To view Consumer Tags for a Held Purchased Tag, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

Locate the Held Purchased Tag you wish to view Consumer Tags for and double-click on the appropriate row. The Purchased Item Tag detail screen will be displayed.

../_images/purchaseditemtagdetailscreen-4.jpg

Make sure to select the images/heldpurchasedtags/consumertagstab-17.jpg tab.

All of the Consumer Tags that are related to the Held Purchased Tags.

../_images/consumertags-18.jpg

Users can double-click on a Serial Number row to open the Manufactured Item Tag screen to view the details.

../_images/manufactureditemtagdetailscreen-19.jpg

Users will be able to view the selected Held Purchased Tag under the images/heldpurchasedtags/consumedtagstab-20.jpg tab.

../_images/consumedtags-21.jpg

Held Purchased Tags Transactions Tab

To view Transactions for a Held Purchased Tag, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

Locate the Held Purchased Tag you wish to view Transactions for and double-click on the appropriate row. The Purchased Item Tag detail screen will be displayed.

../_images/purchaseditemtagdetailscreen-4.jpg

Make sure to select the images/heldpurchasedtags/transactionstab-16.jpg tab.

All of the Transactions that are related to the Held Purchased Tag will be displayed.

../_images/transactions-22.jpg

Users will be able to view details including the Trx. Type, Trx. Quantity, Held Trx. Quantity, Tag Quantity, Created On, Created By, Reference, Reason, and Job #.

Held Purchased Tags Heat Tab

To view a Heat for a Held Purchased Tag, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

Locate the Held Purchased Tag you wish to view Transactions for and double-click on the appropriate row. The Purchased Item Tag detail screen will be displayed.

../_images/purchaseditemtagdetailscreen-4.jpg

Make sure to select the images/heldpurchasedtags/heattab-23.jpg tab.

All of the Heats related to the Held Purchased Tag will be displayed.

../_images/heats-24.jpg

Users will be able to view details such as the Material Spec., Status, Property, Description, Type, Min., Max., and Actual Value.

Held Purchased Tags Attributes Tab

To view Attributes for a Held Purchased Tag, navigate to the images/heldpurchasedtags/qatab-1.jpg tab and click on the images/heldpurchasedtags/heldpurchasedtagsicon-2.jpg icon. The Purchased Item Tag Lookup screen will be displayed.

../_images/heldpurchaseditemtaglookupscreen-3.jpg

Locate the Held Purchased Tag you wish to view Attributes for and double-click on the appropriate row. The Purchased Item Tag detail screen will be displayed.

../_images/purchaseditemtagdetailscreen-4.jpg

Make sure to select the images/heldpurchasedtags/attributestab-25.jpg tab.

All of the Attributes related to the Held Purchased Tag will be displayed.

../_images/attributes-26.jpg

Users will be able to view details such as the Attribute, Description, and Value.