Pallet Tracking – How to set up Pallet Prompts

The Coreflex Pallet Tracking Module allows you to:

1) Customize the prompt names of the data collected for pallets.

2) Select fields to automatically generate a sequential number (Receiving Lot, etc)

If you customize any prompts, use the Pallet Prompts Worksheet to record prompt names.

Below is the Pallet Tracking Pre-Receive screen.

Changes made to the prompts will appear on the Pre-Receive screen and other screens. For example if you change Inbound Carrier (A3) to Container, Container will display on all screens that previously displayed Inbound Carrier.

Prompts that can be renamed are indicated below with the corresponding system setting. All prompt names MUST BE UNIQUE. For example if you are not using 2 of the prompts they can not both be named "NA". You could name them "NA1" and NA2". Change the system setting to rename the prompt.

Pre-Receive Column	Default Prompt Name	System Setting
A1	Account	None
A2	Vendor #	Pallet Tracking: Vendor Name
A3	Inbound Carrier	Pallet Tracking: Inbound Carrier Name
A4	Size	Pallet Tracking: Size Name
A5	Ref	Pallet Tracking: Inbound Reference Name
A6	Ship Instructions	Pallet Tracking: Shipping instruction Name
A7	Product ID	None
A8	Weight	Pallet Tracking: Pallet Weight Name
A9	Location	None
B1	PCS	Pallet Tracking: Pieces Name
B2	Cube	None
B3	Pallet ID	Pallet Tracking: Customer Pallet Id Name
B4	Lot	Pallet Tracking: Pallet Lot Name
B4-a	Exp Date
B5	Pallet Field 8	Pallet Tracking: Pallet Field 8
B6	Pallet Field 9	Pallet Tracking: Pallet Field 9 Pallet Tracking: Physical PalletID Name Pallet Tracking: Physical PalletID Field
B7	Description	None
B8	Hold Code	Pallet Tracking: Pallet Field 10
C1	Next Ref	Pallet Tracking: Pallet Entry Next Button 1 Field Pallet Tracking: Pallet Entry Next Button 1 Name Pallet Tracking: Pallet Entry Next Button 1 Date Prefix Pallet Tracking: Pallet Entry Next Button 1 Precision Pallet Tracking: Pallet Entry Next Button 1 Prefix
C2	Next Vendor	Pallet Tracking: Pallet Entry Next Button 2 Field Pallet Tracking: Pallet Entry Next Button 2 Name Pallet Tracking: Pallet Entry Next Button 2 Date Prefix Pallet Tracking: Pallet Entry Next Button 2 Precision Pallet Tracking: Pallet Entry Next Button 2 Prefix
C3	Next Lot	Pallet Tracking: Pallet Entry Next Button 3 Field Pallet Tracking: Pallet Entry Next Button 3 Name Pallet Tracking: Pallet Entry Next Button 3 Date Prefix Pallet Tracking: Pallet Entry Next Button 3 Precision Pallet Tracking: Pallet Entry Next Button 3 Prefix
n/a	Status	None
n/a	Count Status	None
n/a	Pallet Field 6	Pallet Tracking: Pallet Field 6
n/a	Pallet Field 7	Pallet Tracking: Pallet Field 7

To rename a prompt:

1) Go to Menu Setup – System

2) Scroll to the appropriate system setting for the prompt. (See table above)

3) Click on the setting to select it.

4) Enter the new value in the New Value field.

5) Click Change.

Note:

You will need to stop and Start Coreflex before the changes will appear. You can change multiple entries and then stop and start once.

These settings are local profiles settings. Changes must be applied to each Install of Coreflex. If a server or network license is being used, the change will only have to be applied to the server.

Any unused prompts may be renamed to Not Used or something similar. However you may not duplicate a prompt name. You must use Not Used 1, Not Used 2, or something similar.

Next Buttons:

The Next buttons (C1 thru C3) automatically generate a sequential number with a prefix. (For example FTZ1000, FTZ1001, etc....) These have additional system settings to assign the number to a specific data entry field on the screen. See the DB Field column in the Database Field Name Table below.

To assign a Next button to a specific field:

1) Go to Menu Setup – System

2) Scroll to the appropriate system setting for the prompt. (See table above)

3) Click on the setting to select it.

4) Enter the new value in the New Value field.

a. If you are changing the field for which the next button will be used, choose the corresponding database field from the New Value drop down list.

5) Click Change.

Note:

You will need to stop and Start Coreflex before the changes will appear. You can change multiple entries and then stop and start once.

These settings are local profiles settings. Changes must be applied to each Install of Coreflex. If a server or network license is being used, the change will only have to be applied to the server.

Database Field Name Table:

Note: Importing Pallets - When Importing Pallet Information, the DB Field name below must be used in the pallet import file header record, not he Prompt Name. Do not include the table name. For example to import A5 (Ref), enter USER_DEFINED4 in the import file header record.

Pre-Receive Column	Default Prompt Name	DB Field	Comment
A1	Account	cartonheader.customerno	Next #
A2	Vendor #	cartonheader.vendorno	Next #
A3	Inbound Carrier	cartonheader.user_defined2	Next # This field will show throughout the system (history, billing, es, etc.) Can also be roled up (summarized) into a single line on a storage bill for minimum billing)
A4	Size	cartonheader.user_defined3
A5	Ref	cartonheader.user_defined4	Next # Use as the main reference that will show throughout the system (history, billing, queries, inventory totals screen, etc.) Can also be roled up (summarized) into a single line on a storage bill for minimum billing) use as date code if using suggested pick sheet for pallets (mm-dd-yy)
A6	Ship Instructions	cartonheader.ship_inst	Next # Roll Tracking Width / size
A7	Product ID	cartonitems.productid
A8	Weight	cartonheader.weight_actual
A9	Location	cartonitems.area (.shelf)
B1	PCS	cartonheader.user_defined5
B2	Cube	cartonitems.cube
B3	Pallet ID	cartonheader.user_defined1	Next # Will be populated with the Pallet # upon receipt
B4	Lot	cartonitems.lotno	Next # use as date code if allocate by fifo and ensure alpha sort (yyyy-mm-dd)
B4-a	Exp Date
B5	Pallet Field 8	cartonheader.user_defined8	Next # Roll Tracking Color
B6	Pallet Field 9	cartonheader.user_defined9	Next # Typically used for Physical Pallet Id
B7	Description	cartonitems.description
B8	Hold Code	cartonheader.user_defined10	Any value in this field will put the pallet in a hold status when received based on a system setting.
C1	Next Ref		Automatically generates a sequence number. Can be assigned to fields identified with a use of "Next #".
C2	Next Vendor		Automatically generates a sequence number. Can be assigned to fields identified with a use of "Next #".
C3	Next Lot		Automatically generates a sequence number. Can be assigned to fields identified with a use of "Next #".
n/a	Status	cartonheadeer.status
n/a	Count Status	TDB (research)
n/a	Pallet Field 6	cartonheader.user_defined6	Next # OB order number / PT number
n/a	Pallet Field 7	cartonheader.user_defined7	Next # Customer PO or PT number