Creating a work queue

In the Administration application, you can add a work queue. A work queue is a group of items that are filtered with conditions.

Procedure

  1. In the Administration module, click Work queue settings (Work queue icon).
  2. On the Work queue settings grid, click the Add Add button.
  3. On the Add work queue window, Enter the Title of the new work queue.
    Note: You can add translations for supported languages as needed.
  4. Enter the Priority that determines where the work queue is displayed in the grid view. Lower numbers indicate a higher priority, and 0 is the highest priority. Multiple work queues can have the same priority.
  5. Select the checkbox Display difference totals on grid if the queue involves calculated inventory improvements and displaying the difference totals is relevant.
    Note:
    • Deselect the checkbox Display difference totals on grid if the queue (for example, D and E errors, new items) does not have calculated values.
    • By default, the checkbox is selected when creating a new work queue.
  6. The Status can be Inactive or Active. When the Status is set to Inactive, it doesn't appear on the WORK QUEUES page in Inventory module. When the Status is set to Active, it appears on the WORK QUEUES page in Inventory module.
  7. In the Applies to field, there are two options available that determines which datasets the work queue is applied to. Sets are groups of data that is determined by the business during implementation, typically based on geographical location or areas of responsibility.
    The following two options are available.
    All Sets
    The work queue criteria are applied to all data sets.
    Some sets
    The work queue criteria are applied to selected sets.
  8. In the Sort field, define the field on which sort is applied when you view the items within the work queue.
  9. In the Note field, you can enter any information. The information is displayed in the Inventory module, when you view the WORK QUEUES.
  10. In the Frequency field, select the frequency. Frequency and Review field are used to combine with last data refresh date together to form an extra criteria.
    The following options available.
    • Monthly (last data refreshes date minus 0)
    • Quarterly (last data refreshes date minus 3 month)
    • Half yearly (last data refreshes date minus 6 months)
    • Annually (last data refreshes date minus 12 month)
    • N/A
  11. In the Review field, select the options that are given in the drop-down list.
    Note: The Review field references the Frequency when applied.
  12. In the Note field, enter descriptive information about the work queue.
  13. In the Criteria condition field, you can define the condition to filter out the base item.
  14. Click Save.