There will most likely be scenarios when a JIT transaction will need to be viewed or edited. To view or edit a JIT Transaction, follow the steps below.

To display JIT Transactions, select JIT from the Transaction Type drop-down and then enter a date range by populating the Start Date and End Date fields. Then click the View Transactions button.

      JIT Selection JIT Selection

JIT Grid

The JIT Grid has the following fields and functionality.

  • Export Csv: This is the button located at the top left of the JIT Transactions Grid. Clicking this button will export all viewable transactions to a .csv file. This can be helpful when doing analysis or importing to an external system.

  • Search: This is the text box located at the top right of the JIT Transactions Grid. Entering text into this text box will filter the fields with every key stroke. When the grid is filtered, the export button above will only export the items that have met the filter criteria.

  • Fields: The JIT Transactions Grid contains the following fields.

    • Edit: This is the line edit button. Clicking this button will open a modal window and allow editing the transaction. Transaction Editing must be enabled in the Manufacturing Hub Settings in order to edit a transaction.

    • Employee Number: This is the Employee Number for the employee.

    • Employee Name: This is the first and last name of the employee.

    • Shift: This is the Shift for the employee who created the JIT transaction.

    • Date & Time: This is the Date and Time the JIT transaction was completed.

    • Warehouse: This is the Warehouse the JIT item was completed to.

    • Location: This is the Location in the Warehouse the JIT item was completed to.

    • Item: This is the Item the JIT transaction was run for.

    • Quantity: This is Quantity the JIT transaction was completed for.

    • Lot: This is Lot number captured for the JIT transaction if the JIT item was lot tracked.

      JIT Grid JIT Grid

Edit Fields

To edit a JIT Transaction, click the Edit icon in the left of the grid for the line to edit. After clicking the icon, a new window will open displaying information for the transaction.

The JIT Edit window will contain the fields and buttons below.

  • Employee Number: This is the Employee Number for the employee. This field is read only and for informational purposes only.

  • Employee Name: This is the first and last name of the employee. This field is read only and for informational purposes only.

  • Shift: This is the Shift associated with the JIT Transaction was created for. This field is read only and for informational purposes only.

  • Warehouse: This is the Warehouse the JIT item was completed to. This field is read only and for informational purposes only.

  • Location: This is the Location in the Warehouse the JIT item was completed to. This field is read only and for informational purposes only.

  • Item: This is the Item the JIT transaction was run for. This field is read only and for informational purposes only.

  • Quantity: This is the quantity the JIT transaction was processed for.

  • Reverse Transaction: Selecting this option will completely reverse the transaction in the ERP system. This will also disable the quantity change option.

  • Cancel Button: Clicking the Cancel button will cancel the edit and close the editing window.

  • Save Button: Clicking the Save button will save the changes made to the transaction.

      JIT Transaction Edit JIT Transaction Edit

Editing A JIT Transaction

To edit a JIT transaction, either enter a quantity or check the Reverse Transaction checkbox. Negative quantities are not allowed. If the quantity is less than the original transaction quantity, then the system will automatically calculate the offset. The same is also true when entering a quantity that is greater than the original transaction quantity.

Note: Saving will post an offsetting transaction to ERP.

      Save JIT Transaction Save JIT Transaction