• Receiving Entry

    Use this screen to receive items on a Purchase Order. This is also where POs will be marked as complete. Navigation Locating A PO To locate a PO to receive, type the PO number in the PO # box Or click the drop-down and choose from the list of open…

  • Physical Counts – Update OHQ from Count Data

    Once counts have been entered, either from the Directline Mobile or the Batch Entry, On Hand Quantity can be updated from those counts from the Update screen. Navigation Updating Inventory OHQ Select the count from the list of available counts. Records ready to be processed – This is the number…

  • Physical Counts – Recording Counts in Batch Entry

    Once inventory has been selected for counting the counts can be recorded in 2 ways. One is with Directline Mobile, and the other would be by printing the list as a spreadsheet and writing the counts on it. Once all items are counted, go to Physical Count Batch Entry to…

  • PM Forecast Report

    The PM Forecast report is used to forecast PM work for a future day before the work orders have been created. for example, to look at the number of hours that will be spent on PM during summer vacation season, or look at the materials that will be required so…

  • Physical Counts – Select Inventory to be Counted

    The Physical Count Management module is designed to make cycle counting easy and effective. Navigation Selection Criteria Choose first which warehouse the parts will be selected from.   Parts can only be selected from one warehouse at a time.  Next decide on the function and selection method using the five radio…

  • Physical Counts – Recording Counts with Directline Mobile

    Choose the count from the list. Here the full list of parts in the count is displayed.  Use the next and Previous buttons at the bottom of the screen to scroll through the list if there is more than one page. To begin entering counted quantities, click on a line. …

  • Citrix Workspace version 2511 login issue

    Issue We are currently seeing problems with Citrix Workspace App version 2511, which was released on December 23. Affected users are presented with a frozen screen, rendering the system unusable and preventing any interaction. Recommended actions

  • Mobile Searches

    The search function has been updated in Directline Mobile Version 5 for the Maintenance, Equipment, and Inventory Modules. This article explains how the search works. Screen Layout The search screen has a number of important features Noted By the arrows Blue – Type four characters to search within the displayed…

  • Performing Searches

    The search function has been updated in Directline Version 5 for the Maintenance, Equipment, and Inventory Modules. This article explains how the search works. Screen Layout The search screen has a number of important features Noted By the arrows Blue – Type Key Words to search for within the selected…

  • Work Order Processing

    The work order processing is designed to allow processing the WO from creation to completion. This screen has two modes, Planning and Completion. Planning mode allows you to create the work order and enter planning information such as Issue to, estimate hours, planned materials etc. Completion mode allows you to…