Create task type

About this task

Sterling Selling and Fulfillment Foundation provides a Task Type Wizard that enables you to plan work flow activities.

The Task Type Wizard displays configuration choices that are tailored to the Activity Group for which you are configuring a Task Type. As you make decisions, the wizard displays information in two panels. The left panel displays decision points for you to take action on and the right panel displays the results of the decisions you have made.

To create a task type:

Procedure

  1. From the tree in the application rules side panel, choose Task Management > Task Types. The Task Types window displays.
  2. Select the Activity Group within which you want to create a task type.
  3. Choose the Create New icon. The Task Type Wizard displays.
  4. For Task Type, enter an identifier.
  5. For Description, enter a description of the Task Type. This description displays in the Task Types tree later.
  6. From the Activity drop-down, choose an Activity. The items that appear on this list correspond with the Activity Group for which you are configuring a task type.
  7. Choose Next. This begins the flow of logic as illustrated in "Understanding Task Type Logic Flows". Enter information in the applicable fields and choose Next to continue until all applicable decision points have been answered.
  8. Choose the Save icon.
    Note: When outbound pick tasks are run using printed tickets or other devices, the system automatically completes pick tasks that are open when performing pack operations.

Task assignment sort order

About this task

Task Types are prioritized based on the User Task Type priority (user skillsets) and Task Type priority (importance accorded to the task type).

When there is a conflict between the priority accorded to any said Task Type (where two task types have the same priority), any one of the task types are sorted and suggested for completion based on availability.