CHANGE WFM TRANSPORT - BEFORE AND AFTER SLOT BOOKING

Description

• Changes are to be made to the WFM transport, i.e.,
  • objects are to be removed from the transport OR
  • objects are to be added to the transport OR
  • delivery quantities are to be adjusted.
• To make changes, the transport must be in the "OPEN" or "REOPEN" status.

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Variants in regard to the current status of the WFM-Transport:

1. Current status is "OPEN" or REOPENED" - go to Step 2

2. Current status is "READY TO BOOK" - go to Step 1

3. Current status is "BOOKED" - go to Step 1

• This option allows you to adjust the WFM transport even if a slot has already been booked
• The slot booking will remain

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ggf. STEP 0: Show Process Steps (if hidden)

If the process steps on the right side are hidden- please see HERE

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STEP 1: "Reopen" Transport  

• Please carry out process step "Reopen":

• Result: WFM-Transport gets status "REOPENDED" and can be changed
• Please go to STEP 2 (see below)

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STEP 2: Change Transport 

OPTION 1: Add Objects

• Select objects to be added  under "Raw Data"
• Carry out "Create Transport" 
• In the window on the right, select "Add to case":

• Select the "Available Cases" dropdown and select the desired transport (important: this must be in the "OPEN" or "REOPENED" status)
• Select the "Update" button
• You will be redirected to the overview of the created transports

FURTHER OPTIONS:

• Remove Objects - please see OPTION 2 
• Change delivery quantities - please see OPTION 3
• Complete transport / process:
  • If using at least one purchase order: 
    • please carry out process step "Quantity confirm" confirm delivery quantities and confirm process step ("Done")
    • If the transport initially was in the status "BOOKED", this will be reached again. Otherwise please make the booking by using "Click for slot"
  • If using only delivery notes: 
    • click process step "Ready to book" 
    • If the transport initially was in the status "BOOKED", this will be reached again. Otherwise please make the booking by using "Click for slot"

OPTION 2: Remove Objects

• Usage of the "recycle bin":

• Object disappears 
• NOTE: if symbol is not visible, widen column "ACTIONS" (with mouse pointer on column edge)

FURTHER OPTIONS:

• Add Objects - please see OPTION 2
• Change delivery quantities - please see OPTION 3
• Complete transport / process:
  • If using at least one purchase order: 
    • please carry out process step "Quantity confirm" confirm delivery quantities and confirm process step ("Done")
    • If the transport initially was in the status "BOOKED", this will be reached again. Otherwise please make the booking by using "Click for slot"
  • If using only delivery notes: 
    • click process step "Ready to book" 
    • If the transport initially was in the status "BOOKED", this will be reached again. Otherwise please make the booking by using "Click for slot"
      

OPTION 3: Change Delivery Quantities (only for Purchase Orders)

• Click "Quantity confirm":

• Result: Status WFM-Transport is "In Process"

  
  

• Re-enter quantities and confirm with “Done”:
  

  

• Result:

  • If the transport initially was in the status "BOOKED", this will be reached again. The process is finished.

  • Otherwise the status "READY TO BOOK" will be reached

FURTHER OPTIONS:

• Remove / add objects - see STEP 1
• Completion of booking (when status is "READY TO BOOK") by using "Click for slot"