Creating an auto drop rule

  1. Select TWL Outbound > Auto Drop > Auto Drop Rule.
  2. In the Search pane, select the TWL warehouse, and click Search.
  3. Click New.
  4. In Rule Code, specify a descriptive name for the rule.
  5. Click Save.
  6. In the General section, build the Criteria.
    1. In Field Name, click the lookup icon to select valid fields from the order header database table (ORDHDR). For example, Carrier. When you select a field, that field populates the Criteria text box with “carrier =”.
    2. After the equal sign, specify a valid carrier set up in TWL Outbound-Shipping-Carrier Master; for example, upsg (UPS Ground).
    3. In Field Name, click the lookup icon to select and add a criteria; for example, order_status. When you add this field name, the logical operator “and’ is added by the system in front of the field name.
    4. After the field name, specify a valid order status; for example, Open.
    5. Your query statement should resemble this example: carrier = UPSG and order_status = Open
  7. In the Criteria section, decide whether to Immediately Drop or to set up a scheduled drop. If you select Immediately Drop, the order drops as soon as it is printed, if it meets associated criteria. When you select this option, the scheduling fields become unavailable. In Printer, specify a printer for print labels or pick tickets. Be aware of your settings for parameter 25, Pick Ticket/Label Program, and parameter 2025, Pick Ticket/Label Print. Optionally, in Priority, specify a priority number for your rule.
  8. If you chose to schedule a drop, further specify this schedule information in the Criteria section, as appropriate for your rule:
    1. In the Action Time section, select one or more options; such as, Monday and Friday.
    2. In Execute Every, specify a number based on the unit in the Option field; such as Hours or Minutes.
    3. In Start Time, select a start time.
    4. In Stop Time, select a stop time.
      Note: Optionally, you can use the options in the Specific section, instead of the Execute Every, Start Time, and Stop Time values.
    5. In Priority, specify a value between zero and 999. The priority determines the sequence the rules are processed and prioritizes the drop processing when multiple rules are scheduled to run simultaneously.
    6. In the toolbar, select Assign Employees.
    7. From the Available column, select an employee and use the arrow key to move that employee to the Selected column.
    8. Click Save.

    When a rule is saved, the query statement is tested by the system to determine if the query can be executed. If executed without errors, the Auto Drop Rule Test Results window is displayed. The results show the Number of Orders Found That Match Rule, and the actual query logic that was run [Rule Query]. Click OK.

    If the query could not be executed, and your rule contains invalid criteria, an error message is displayed: Cannot Create Auto Drop Rule Due to Invalid Criteria. Click OK to return to the build page, where you can revise the criteria or cancel the rule. If the query could not be executed, any changes that are made to the rule are not saved. The criteria must result in a valid query before the rule can be saved.

    Optionally, you can click the TEST RULE button. Results are displayed similar to when the statement was saved. The TEST RULE button is only available when not in edit mode.

  9. Ensure your query is functional before activating the auto drop. Select the Active option in the General section to activate the auto drop.