Warehouse Manager Workspace

The warehouse manager uses the workspace to maximize the comprehensive overview of warehouse activities, allowing users to quickly assess key metrics and operations. The workspace features intuitive dashboards that highlight incoming purchase orders and outgoing customer deliveries.

Users can easily drill down into specific data points for detailed insights, enabling them to manage processes, address issues, and streamline workflows effectively. This dual-layered approach empowers warehouse managers to decide while maintaining operational efficiency.

This workspace contains these widgets:
Widget Description
My Day Displays the current date, greeting message, and the user's icon and first name.
PO Monitor Presents the total count of purchase orders and the respective top 15 buyers specific to a preconfigured period, for example, past 180 days to the current date.

Hover over a bar line to show the total value of purchase orders and the name of the buyer in a tooltip. You can click a bar line to drill down. On the records page, right-click a record and select Open to perform a drillback to M3.

See M3 Information Viewer.
CO's deliver today + 2 days Displays a doughnut chart of customer orders (CO) that are scheduled for delivery using the current date and in the next two days.

Hover over a chart section to show the confirmed delivery date and total count of order lines in a tooltip. Click a section from the chart to perform a drill down. On the records page, right-click a record and select Open to perform a drillback to M3.

See M3 Information Viewer.
On Your Radar Focuses on managing priority tasks.

This widget contains matrices that open card tasks in the Required Actions widget:

  • Purchase orders to be delivered: Displays all purchase orders for which the preconfigured delivery dates are set for the next 10 days from the current date. The number of purchase orders is divided between those that require confirmation and orders that are expected to be delivered.
  • Purchase claims: Displays the number of purchase claims that require to be reviewed, require processing, and those that have already processed.
  • Lots: Displays the number of lots that are divided between lots that require inspection, lots with rejected status, lots that are about to expire within the next 5 days, and lots that have already expired.
  • Manufacturing orders: Displays the number of manufacturing orders that are divided between orders to start and orders that are started but not completed.
For every card task, click Review to view a breakdown of records and identify tasks to address. Optionally, you may hide a card task by clicking the bell icon. When you review the available records, you may access these additional functionality through clicking Review or View All:
  • Select all or any records to export. Click Export to CSV.
  • Drill back into an M3 program by clicking a record with a working link.
  • Search for a particular record.

On the Required Actions widget, clicking View All provides you a single view of all records in tabular format. Whereas, clicking View snooze list enables you to show the list of hidden card tasks. From the list, you can return a hidden card task on the main widget display by clicking Unsnooze.
Quick Actions Displays all tasks that you perform frequently.

This widget shows these default tasks:

  • Move to Location: Use this option to move products from one location to another within the same warehouse.

    See Move to Location.

  • Receive Purchase Order: Use this option to create goods receipt for a specific purchase order.

    See Receive Purchase Order.

  • Supplier List Information: Displays a list of supplier contact information that you can use to connect to an active supplier.

    See Supplier List.

  • Where am I working: Use this option to check in at the current location where you are working. The checked in location is updated in the user profile in 'User. Open' (MNS150).

    See Where am I working.
Important Links Provides direct access to preconfigured programs in the Infor M3 application. This widget shows default links that drill back to M3 where you can view more details.

See menu widget in the Infor OS User and Administration Documentation Library.
Item Details Use this widget to list down all items in M3.

See Item Details.
Unit of Measure Conversion Use this widget to perform a conversion between Units Of Measure (UOM) and its available alternatives.

See Unit of Measure Conversion.

APIs used in the workspace widgets

This table shows the APIs used in varying widgets for this workspace:
Widget Program Transaction
Customer orders deliver today + 2 days OIS100MI SearchLine
On Your Radar

Manufacturing Orders - To Start

 PPS100MI SearchMO
On Your Radar

Manufacturing Orders - Orders started not completed

 PPS100MI SearchMO
On Your Radar

Orders not confirmed and due soon

 PPS200MI SearchHead
On Your Radar

Expected PO Lines

 MWSLWMMI LstPOLine
On Your Radar

New Claims

 EXPORTMI Search
On Your Radar

Approved Claims to be processed

 EXPORTMI Search
On Your Radar

In Process Claims

 EXPORTMI Search
On Your Radar

Lots Under inspection

 MMS060MI SearchItemLoc
On Your Radar

Lots rejected

 MMS060MI SearchItemLoc
On Your Radar

Lots Expire within next 5 days

 MMS060MI SearchItemLoc
On Your Radar

Lots Expire within next 5 days

 MMS060MI SearchItemLoc
Quick Actions

Move to Location

 MMS005MI LstWarehouses
Quick Actions

Move to Location

 CMS100MI Lst_WD_MOV2LOC
Quick Actions

Move to Location

 MMS060MI LstViaItem
Quick Actions

Move to Location

 MMS175MI Update
Quick Actions

Move to Location

 MMS060MI SearchItemLoc
Quick Actions

Receive Purchase Order

 MMS200MI Get
Quick Actions

Receive Purchase Order

 CRS620MI SearchSupplier
Quick Actions

Receive Purchase Order

 MMS005MI LstWarehouses
Quick Actions

Receive Purchase Order

 MMS005MI GetWarehouse
Quick Actions

Receive Purchase Order

 MNS150MI GetUserData
Quick Actions

Receive Purchase Order

 PPS200MI LstReceiptsByPO
Quick Actions

Receive Purchase Order

 PPS001MI Receipt
Quick Actions

Receive Purchase Order

 MNS150MI LstUserData
Quick Actions

Receive Purchase Order

 CMS100MI Lst_WD_LNESBYPO
Quick Actions

Receive Purchase Order

 MMS010MI ListLocations
Quick Actions

Receive Purchase Order

 PPS200MI GetLine
Quick Actions

Receive Purchase Order

 PPS345MI Get
Quick Actions

Supplier List

 CMS100MI Lst_WD_SuppList
Quick Actions

Supplier List

 CMS100MI Lst_WD_AllSuppl
Quick Actions

Supplier List

 MMS200MI SearchItem
Quick Actions

Where am I Working

 CMS250MI CheckIn
Quick Actions

Where am I Working

 CMS100MI Lst_WD_WHAMWI
Quick Actions

Where am I Working

 MNS150MI GetUserData
Item Details CMS100MI Lst_WD_ITMDTLS
Item Details EXPORTMI Select
Item Details CRS025MI LstItemGroup
Item Details MRS001MI LstTransactions
Item Details CMS015MI LstCustomMI
Item Details MRS001MI LstFields
Unit of Measure Conversion CRS050MI List
Unit of Measure Conversion CRS175MI GetItemFreeFlds
Unit of Measure Conversion MMS200MI Get
Unit of Measure Conversion MMS015MI Lst
Unit of Measure Conversion OIS100MI GetLine

Programs and sorting orders used in the workspace

The drillback functionality in some of the workspace widgets require specific configuration for filtering the correct data in Infor M3. When you perform a drillback to any program, check for the Function Search query. If the Function Search is disabled, you must create a record by specifying a combination of program, sorting order, and table for the search on 'Standard Search. Open' (CMS021/B).

This table shows the programs with their corresponding sorting order and table information all of which should be in active status:
Program Sorting order Table
OIS301 1 OOLINE
PPS200 1 MPHEAD
PPS220 72 MPHEAD
PPS390 1 MPCLAH
MMS060 1 MITLOC
PMS100 71 MWOHED