Table of Contents

User Assignment Feature Documentation

Overview

The User Assignment feature in the 3PL system allows you to automatically assign specific tasks to users based on predefined criteria and methods. This feature is particularly useful for cycle counting operations where you want to distribute tasks efficiently among warehouse employees.

What is User Assignment?

User Assignment is a smart distribution system that:

  • Automatically assigns tasks to specific users or groups
  • Uses configurable methods to determine who gets which tasks
  • Supports priority-based assignment
  • Works with various task types (primarily cycle counting tasks)

Key Components

1. Assignment Methods

Assignment methods define the rules for how tasks are distributed. Each method contains:

  • Method Code: A unique identifier for the assignment method
  • Table Number: The type of records being assigned (e.g., Cycle Counting Tasks)
  • Assignment Rules: Criteria that determine task distribution

2. Method Lines

Method lines specify who can receive assignments:

  • All Users: Tasks can be assigned to any user
  • User Group: Tasks assigned to members of a specific user group
  • Individual User: Tasks assigned to a specific user
  • Scan Employee: Tasks assigned based on scan employee settings

3. Detail Lines

Detail lines contain the actual filtering criteria:

  • Priority: Determines the order of assignment (lower numbers = higher priority)
  • Filters: Specific criteria that records must meet
  • Blocking: Allows temporary disabling of assignment rules

How It Works

  1. User Request: A user requests assigned tasks (e.g., through scan function 57)
  2. Method Lookup: The system finds the appropriate assignment method
  3. User Matching: Determines which method lines apply to the current user
  4. Priority Processing: Processes assignment rules by priority order
  5. Task Filtering: Applies filters to find matching tasks
  6. Result Return: Returns the assigned tasks to the user

Scan Function 57: Get Cycle Counting User Assignment

Purpose

This scan function retrieves cycle counting tasks that are assigned to the current user based on the specified assignment method.

Parameters

  • Parameter 1: Method Code (Code[20]) - The assignment method to use for finding tasks

How to Use

Step 1: Configure the Scan Function

In your scan application setup:

  • Add scan function number 57 from Scan Funtion Record

Step 2: Set the Assignment Method

Configure the parameter:

  • Parameter 1: Enter the assignment method code (e.g., "CYCLE-COUNT-METHOD")

Step 3: Use in Your Scan Application

When users scan or select this function:

  • The system automatically finds tasks assigned to the current user
  • Tasks are filtered based on the assignment method rules
  • Results are returned as a list of cycle counting tasks

Step 4: Process the Results

The assigned tasks will be available for:

  • Display in scan screens
  • Processing in handheld devices
  • Integration with other warehouse processes

Practical Example

Scenario

You want to assign cycle counting tasks to warehouse employees based on their zone assignments and priority levels.

Setup

  1. Create Assignment Method:

    • Method Code: ZONE-PRIORITY
    • Description: "Zone-based priority assignment"
    • Table No.: Cycle Counting Task table

  2. Configure Method Lines:

    • Line 1: Type = "User Group", Code = "WAREHOUSE-A"
    • Line 2: Type = "User Group", Code = "WAREHOUSE-B"
    • Line 3: Type = "All Users" (fallback)

  3. Set Detail Lines:

    Priority 1: Zone = "A-ZONE", Status = "Open"
Priority 2: Zone = "B-ZONE", Status = "Open"
Priority 3: Status = "Open" (any remaining tasks)
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