Viewing owner apportionment status

To view the apportionment status for an owner:

  1. From the Facility drop-down list at the top of the WM Workbench, select a warehouse.
  2. Select Crossdock > Flow Thru Apportionment.
  3. To display a list, use the Search feature.
  4. Click the Detail icon for the owner you want to view. The Flow Thru Apportionment Detail screen is displayed.
  5. The Flow Thru Apportionment screen displays the owner and apportionment rule previously configured in the Owner Control tab.
  6. If the Percentage Based option is selected at the enterprise level, and it is necessary to configure maximum percentage or sequence, click New on the Flow Thru Apportionment Detail screen.
  7. In the Customer field, specify the name of the customer.
  8. In the Sequence field, specify the sequence that corresponds with that customer.
  9. Click Save.
    Note: The application is configured to provide numerically sequential values in the Preferred Sequence field, such as 1, 2, 3, 4, 5, and 6. Values of different numeric patterns, such as 1, 3, 5, 7, and 9 are automatically re-sequenced with values 1, 2, 3, 4, and 5.

    A customer can be listed only once for any owner. If duplicate records are found, an error message indicates that a customer can only be listed once for an owner.

Resetting preferred customer sequence

  1. To select a customer, click the check box next to the customer you want to view.
  2. Click Actions and select Resequence. The Resequence screen is displayed.
  3. In The New Sequence for This Record Is field, specify the new sequence number. To confirm the new sequence, click OK.
  4. Click Save.