Filtering the Workbench - Inventory Exceptions

On the Workbench page, you can apply filters to quickly view the exceptions or tasks that are most important to you. You can also save frequently used filters for future use. Use this article to learn more about utilizing filters in Workbench to narrow down your search for shipment exceptions, order exceptions, inventory exceptions, and tasks.

Note: The exception types available for your tenant may vary.

In this article, you’ll learn more about accessing the Workbench’s inventory exception filter options and find details on each filter option.

See our Filtering the Workbench - Shipment Exceptions and Filtering the Workbench - Order Exceptions articles to learn more about other exception filter options in Workbench. See our Create and manage tasks from Workbench article to learn more about using the Tasks tab in Workbench.

Accessing the Workbench filter options for inventory exceptions

To apply a filter in Workbench:

  1. Access Workbench from the left navigation bar.

  1. When Workbench opens, the toggle at the top will default to Tasks or Exceptions, depending on how you last left it. Click the Exceptions option.

  1. After you select Exceptions, you should see either Order exceptions, Shipment exceptions, and/or Inventory exceptions, depending on how you last left the page. Click the arrow next to the exception type and use the drop-down to select Inventory exceptions, if it is not already displayed.

  1. Once in the inventory exceptions view, check the View by setting in the upper right corner. Use this drop-down to select whether you want to view Open exceptions only, Resolved exceptions only, or All exceptions.

  1. Next, click the Filters icon to expand the filter modal.

  1. Configure your filter for your inventory exceptions.
    1. The available filter options are described in the next two sections, broken down by whether they apply to the item(s) associated with the exception(s) or to specific exception details.
    2. Some options are hidden under the More filters option. Click on More filters, then use the drop-down under Select field to select a filter option. Click More filters again to add another option.
      1. Note: Once all possible options are added, the More filters button disappears.

  1. Click Apply to apply your filter to the Workbench.

Filtering based on the inventory item’s details

When filtering for inventory exceptions, your options include filtering for exceptions where:

  • The inventory item associated with the exception matches your chosen options, and/or;
  • The exception details match your chosen options.

Both kinds of parameters can be used in conjunction with each other. For example, you can filter for all Appointment needed exceptions for shipments that have a delivery location within a certain city.

The subsections below detail the filter options that pertain to the inventory items associated with exceptions.

Account

You can view inventory exceptions based on the account the related item is assigned to by using the Account filter.

Use the text fields to type the name of an account, then select an account from the results shown below. Select all accounts that apply.

Click the X on a selected account to remove it from the filter.

Facility

Use the Facility field to view exceptions for items stored at a specific facility.

Use the provided text fields to type in the name of a facility, then select from matching results shown in the drop-down below. Select all facilities that apply.

Note: All exceptions for items stored in at least one of the named facilities are shown.

Click the X on a selected facility to remove it from the filter.

Item name or Item number

Use the Item name and/or Item number filters to search for exceptions based on the associated items’ name and/or number.

Use the Item name or Item number fields to type in the name or item number of an item and press the Enter key to add it.

Important notes:

  • This field does not show matching results below.
  • The name or number must be an exact match to an existing item.
  • Only one name and/or one number can be entered at a time. If both are used at the same time, only exceptions for items that match both are shown.

Click the X on an entered item name or number to remove it from the filter.

Lot / Pallet Number

Use the Lot # and/or Pallet # filters to find exceptions for items contained in specific lots or pallets.

Use the text field on either field to type in a lot or pallet number (found in your items’ Inventory tab). Matching numbers are shown in the results below. Select all that apply. Exceptions for items within the selected lots or pallets are shown.

Note: Most items will have either a lot number or pallet number. We recommend using only one of these two filters at a time.

Inventory Item Status:

Use this set of fields to filter for exceptions based on the inventory status (or quantity in your inventory) of the item they are connected to. This information can be found in your items’ Inventory tab.

  1. First, use the Status drop-down to select for the status of the item in inventory. Select from:
    1. On hand
    2. Available
    3. Expected
    4. Committed
    5. On hold
    6. Damaged
    7. Original
    8. Current
  2. Next, use the second drop-down to select from Is, is greater than, or is less than.
    1. This indicates the quantity of items of the applied Status is equal to, greater than, or less than the number that you input in the next field.
  3. Type in a Quantity that you are filtering for.
  4. Finally, use the Units drop-down to select the unit of measurement by which the quantity of inventory items on the exception is measure. Select from:
    1. base units
    2. gross weight
    3. net weight
    4. Pallets

Once applied, only inventory exceptions where the item has a matching quantity of units in the applied status are shown.

Filtering by exception details

Exception type and reason

Use the Exception filter to view only those exceptions with a specific type and/or a specific reason code or view all exceptions save for those with the specified type or reason.

  1. Click Is or Is not on the toggle to include or exclude all exceptions of the selected type and/or reason.
  2. Unlike the other exception filters in Workbench, you can use either Exception or Reason.
    1. Use the Exception drop-down to select an exception type. Multiple exception types can be added.
    2. Use the Reason drop-down to select a reason. Only one reason can be selected.
      1. Note: If you entered an exception type, you may need to type in the name of the reason you wish to add to the filter. Available reasons for inventory exceptions can be found in the Exception types and reasons glossary on our Help Center.

The table below outlines the results you can expect based on how you configure these fields.

Fields used Toggle set to Is Toggle set to Is not
Exception only Only inventory exceptions of the selected type(s) are shown. All inventory exceptions are shown except for the selected type(s).
Reason only Inventory exceptions with the selected reason are shown, regardless of their type. All inventory exceptions are shown except for those with the selected reason, regardless of their type.
Both fields Only inventory exceptions of the selected type(s) and reason are shown. All inventory exceptions are shown except for those with either one of the selected types or the selected reason.

Created date / Due date

The Due Date and Created date filters allow you to view exceptions based on the date resolution of the exception is due by and based on the date the exception was created in your tenant, respectively. If the exception’s creation or due dates fall within the selected date range on the filter, the exception appears in the filter’s results.

By default, this field is set to Custom, which allows you to configure a custom date range using the provided calendar tools. Alternatively, you can use the drop-down on either filter to use a pre-selected date range by choosing from Today, Yesterday, This week, Past week, This month, or Past month.

If you apply both filters, then the exception’s Due date and Created date must both fall within the date ranges to appear in the filter’s results.

Assigned to

Use the Assigned to filter to view exceptions based on the individual user or contact that the exception has been assigned to.

Use the text field to type in the name of a user on your tenant or a contact, then select from the matching results shown below. Enter all that apply. Exceptions that are assigned to the selected individuals are shown.

Exception status

Use the Exception status filter to only view exceptions that are in one of the selected statuses.

Click the field and use the drop-down to select from Created, Valid, or Invalid exceptions. Select all that apply.

Use the X next to a selected status to remove it from the filter.

Responsible party

The Responsible party filter allows you to view exceptions based on the party participating in the order-to-shipment lifecycle that was named as responsible for resolving the issue that caused the exception.

Use the drop-down to select the responsible parties’ whose exceptions you wish to view. Select from Carrier, Carrider - driver, Customer, Location - pickup, Location - delivery, Other, or None. Select all that apply.

Click the X on a selected party to remove it from the filter.

Owner

Use the Owner field is the only filter found in the More filters options for inventory exceptions. Use this filter to find exceptions based on the organization that is responsible for providing updates/information on the exception or resolving the exception.

Use the text field to type in the name of an organization, then select from the matching results shown below. Select all that apply.

Click the X on a selected organization to remove it from the filter.

Saving a filter

Do you filter by the same exception criteria regularly? Save filters to quickly apply them when you need to. After filling in all of the applicable fields, click Save as… in the bottom right corner.

Type in a name for your filter, then click the checkmark icon to save. If you change your mind, click the arrow icon to undo the action and not save the filter.

Next time you want to apply your saved filter, click My filters next to the filter icon in the top right corner of the Workbench page. This displays all of your saved filters. Select the one you want to quickly apply to your exceptions.

Note: The Workbench page saves filters for each exception type separately, so they only appear contextually when viewing that exception type.

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View the applied filter

Once a filter is applied, the criteria used to filter the page is displayed at the top of the Workbench’s inventory exceptions view.

Click clear on the right side to remove the filter. To edit the applied filter, click the filter icon to add to or remove the existing criteria.

A filter will remain until it is cleared or edited and reapplied. Even if you sign out and log back in, the last filter you applied to inventory exceptions will remain.

If you cannot find the inventory exception that you are looking for, look at the applied filter and clear or edit the filter to adjust what is being displayed.

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