Inventory Putaway DELMIA Apriso 2017 Implementation Guide

Transcription

1 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 2016 Dassault Systèmes. Apriso, 3DEXPERIENCE, the Compass logo and the 3DS logo, CATIA, SOLIDWORKS, ENOVIA, DELMIA, SIMULIA, GEOVIA, EXALEAD, 3D VIA, BIOVIA, NETVIBES, and 3DXCITE are commercial trademarks or registered trademarks of Dassault Systèmes or its subsidiaries in the U.S. and/or other countries. All other trademarks are owned by their respective owners. Use of any Dassault Systèmes or its subsidiaries trademarks is subject to their express written approval.

2 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 2 Contents 1 Introduction Purpose Overview Scope Intended Audience Vocabulary 4 2 Overview Container Warehouse Locations and Classes Putaway Location Determination Putaway Strategy Putaway Strategy Determination Transportation Orders 9 3 Usage Scenarios Scenario 1: Multi-Product Container Putaway Container and Inventory Warehouse Locations and Classes Putaway Location Determination Putaway Strategy Putaway Strategy Determination Inventory Putaway Execution Scenario 2: Homogenous Container Putaway with Transportation Orders Container and Inventory Warehouse Locations and Classes Putaway Location Determination Putaway Strategy Putaway Strategy Determination Transportation Orders Inventory Putaway with Move Orders Execution Scenario 3: The Best Putaway Route for a Set of Containers Containers Warehouse Locations and Classes Containers Locations Advise Putaway Locations for Containers Execution 31 4 Standard Operations 33 5 References 34 Figures Figure 1 Putaway Location Determinations 7 Figure 2 Putaway Strategy 8

3 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 3 Figure 3 Receipt and Putaway Locations in Zones 10 Figure 4 Putaway Business Components flow 12 Figure 5 Inventory 2 Lookup 12 Figure 6 Warehouse Locations 14 Figure 7 Putaway Locations Determination 16 Figure 8 Putaway Strategy 17 Figure 9 Putaway Strategy Determination 18 Figure 10 Inventory Putaway execution 19 Figure 11 Putaway Business Components flow 20 Figure 12 Inventory 2 Lookup 21 Figure 13 Warehouse Locations 22 Figure 14 Putaway Location Determination 23 Figure 15 Putaway Strategy 24 Figure 16 Putaway Strategy Determination 25 Figure 17 Create Move Orders flow 25 Figure 18 Zone configuration 26 Figure 19 Transportation orders 27 Figure 20 Warehouse Location coordinates 28 Figure 21 Containers 29 Figure 22 Warehouse Locations 30 Figure 23 Suggested walk path 32 Tables Table 1 Possible locations for Containers 31 Table 2 Selected locations for Containers 32

4 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 4 1 Introduction 1.1 Purpose This document gives an overview of the Inventory Putaway solution, providing background information, sample scenarios, and an overall description of the Standard Operations in the Inventory Putaway process as well as recommendations on how to use them. 1.2 Overview The Inventory Putaway solution provides configuration screens, Business Components, and Standard Operations that can be used to set the best and most efficient way for inventory to be put in locations that meet a set of preconfigured requirements. These settings can be used in a number of ways, for example, by establishing which locations do not allow mixed inventory, or by finding the shortest and most optimal route for Containers to be distributed in a Warehouse. In case the provided solution is not sufficient, it can be enhanced by modifying the existing Standard Operations or Determinations, which will be a starting point for more specific solutions that will meet the requirements of a complex implementation. 1.3 Scope The scope of this document includes the following core areas: An overview of the Inventory Putaway solution Sample scenario usages of Inventory Putaway Standard Operations used in Inventory Putaway Business Components used in Inventory Putaway 1.4 Intended Audience The intended audience of this document is the personnel responsible for implementing the Inventory Putaway solution in a Warehouse, plant, or factory, preparing Standard Operations responsible for Putaway, and setting other phases of the process. 1.5 Vocabulary Inventory Putaway a process of selecting the best Warehouse Locations where inventory can be put according to a set of provided parameters. Location Determination a configuration used to limit the physical range of Warehouse Locations which are most suitable for inventory with certain parameters to be put away in. Putaway Strategy a set of criteria according to which Warehouse Locations, suggested earlier by the Location Determination, are sorted from the most suitable for the given inventory to the least suitable.

5 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 5 Strategy Determination the configuration used to find a Putaway Strategy which will be used for the inventory of given properties to sort locations suggested by the Location Determination. Inventory Properties a set of parameters describing inventory. Location Properties a set of parameters describing a Warehouse Location.

6 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 6 2 Overview This chapter describes the DELMIA Apriso entities and Business Components that will be incorporated in the Usage Scenarios described below. 2.1 Container A Container in DELMIA Apriso is not equivalent to inventory. A Container can be compared to a box which is being prepared in order to put objects into it later. A Container may hold products or other Containers. Containers can be moved between Warehouse Locations, Facilities, or Warehouses. Since the Container number is a unique number, Sequences in DELMIA Apriso are used to generate consecutive numbers according to the predefined rules (e.g., each number must be eight digits long, or each number must start with a letter). 2.2 Warehouse Locations and Classes A Warehouse Location is an area in a Warehouse where goods are stored. It may be a rack, pallet, cage, etc. Warehouse Locations can be of different types, which can determine their usage (e.g., they can be used for shipping or receiving purposes, or used to store inventory in transit). A Warehouse Location Class is used for the categorization of Warehouse Locations that have the same physical properties or are designated for the same purposes. For example, "bin locations" can be used to store full pallets of homogenous materials, while "open locations" can store mixed materials. Warehouse Location Classes can also be used to define the location selection priority in the Picking and Putaway processes. 2.3 Putaway Location Determination The Putaway Location Determination allows the user to define locations, or the properties of locations, that are designated to store certain inventory in a given Warehouse. It is divided into two sections: Determination Keys and Determination Values. A list of inventory attributes that should be used to find locations can be modified with the use of Determination Keys. A key will specify which inventory attributes must be filled to create a new record with Determination Values. The second section of the screen, Determination Values, is divided in two parts: 1 Input values that are interpreted as inventory attributes. 2 Output values that are interpreted as the attributes of destination locations. In runtime, those outputs will be used as filtering criteria to query the list of Warehouse Locations. The Priority column will dictate which locations should be used first in the Putaway logic.

7 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 7 Determinations can be defined and amended in Determination Manager in Process Builder. Inputs, outputs, and keys can be added, removed or changed. Keys are sets of inputs that will be used during the Determination process. It is possible to select inputs that will be compared during the Determination for each key. If an Input is not selected for a key, then any input value will be treated as matching. The order of the keys will affect the results of the Determination. The values of the Determination Keys are cached in the default configuration of DELMIA Apriso. On development or test environments, the cache may be disabled by changing the appropriate option in DELMIA Apriso Central Configuration. For the purpose of this document, we will use two default Determinations: APR_WH_PUTAWAY_LOCATION and APR_WH_PUTAWAY_STRATEGY. The DeterminePutawayLocation and DeterminePutawayLocationForContainer Business Component methods complement the Putaway Location Determination functionality. These Business Components use the APR_WH.PutawayLocationDetermination Standard Operation to execute Putaway Location Determination, and they prepare a list of all the locations that have attributes matching the values returned by the Determination. The list is generated based on the source inventory properties or the Container properties (product, Product Group, Product Inventory Type, ABC Class, Inventory Status, etc.) and the Target Location Type, Zone, Warehouse, and Facility. Then, if a class is defined for any Warehouse Location from the list, the flags that allow mixing products or lots as well as expiration date differences are checked. The Business Components exclude improper locations from the final output list. For example, if the Determination returns a Zone, then the Business Component returns all of the Warehouse Locations in this Zone. It also excludes locations with content that does not match the criteria defined by the Location Class (e.g., locations with other products when mixing is not allowed). It is possible to add custom business logic to the APR_WH.PutawayLocationDetermination Operation. Figure 1 Putaway Location Determinations

8 Inventory Putaway DELMIA Apriso 2017 Implementation Guide Putaway Strategy Putaway Strategies are used to optimize the storage of goods by allowing you to define sorting criteria in order to find the best Warehouse Locations. To use these settings in runtime, the SortInventory2PutawayLocation or SortPutawayLocationForContainer Business Component methods must be invoked. The Putaway Strategy screen allows the user to define the strategy used to sort a list of locations, taking into consideration the current contents of the Warehouse and the inventory and location properties. The Sorting Criteria section of the screen is used to define location and inventory attributes such as product or lot number that will be used in the sorting logic. Here, the user can also define the sorting direction for the chosen criteria. It is important to note that the order of the items in the selected sorting criteria list will determine the sequence under which the locations will be sorted. This means that the most important sorting criteria should be put at the top of the list. For example, if Group the Same Products is selected, this means that this strategy will sort the input location list by placing the locations that hold the same product we want to put away at the beginning of the sorted output list. Next the system will recommend empty locations and, in the end, locations with other products (if those locations allow for the mixing of products). Figure 2 Putaway Strategy

9 Inventory Putaway DELMIA Apriso 2017 Implementation Guide Putaway Strategy Determination Putaway Strategy Determination works similarly to Putaway Location Determination: for the same inputs, it returns a Putaway Strategy that fits the given inventory properties the most. This allows the user to define the rules against which appropriate sorting criteria are returned for particular inventory items that have specific properties. The sorting criteria is in fact the Putaway Strategy which is used to sort the locations found by the Putaway Location Determination and to organize them in such an order that the best matching locations are at the beginning of the list and the least matching at the end. A list of the possible inventory properties that are used to find the best Putaway Strategy can be modified with the use of Determination Keys. A Determination Key specifies which inventory properties should be provided to find a specific Putaway Strategy for sorting the locations. The Putaway Strategy Determination can be customized to include only those input and output columns that are needed in a particular business case. To use these settings in runtime, the SortInventory2PutawayLocation or SortPutawayLocationForContainer Business Component methods must be invoked. These Business Component methods are typically used after we have designated a list of locations with priorities using the DeterminePutawayLocation or DeterminePutawayLocationForContainer BCs. The BCs execute the APR_WH.PutawayStrategyDetermination Standard Operation to determine the strategy name based on the settings defined in the Strategy Determination. If the strategy uses grouping by product or lot, the BCs retrieve the locations' content and compare it to the inventory that is to be put away. Finally, the locations are sorted by their priorities and then in the order defined in the strategy. In runtime, the whole flow is executed by Business Components. 2.6 Transportation Orders Once the Determinations are configured and it is possible to use Business Components in such a way that we receive a sorted list of the recommended Warehouse Locations, we can configure the system so that it creates orders for the inventory to be moved from its Source Location to the recommended Destination Location. Orders are used to indicate the number of necessary steps during the execution of inventory movement, to assign tasks to individual operators, or to more accurately track the progress of the movement as it is processed. The CreateMoveOrder Business Component method is responsible for creating these orders. It creates the Order Header and related Order Lines with WIP orders to perform an inventory move from one Warehouse Location to another. The transfer WIP orders are also created for intermediate Putaway and Receipt Locations of the Zones of source and the Destination Location of the inventory. The BC optionally writes the transaction history XML and populates the inventory history tables. The BC can create up to three different WIP orders linked together, and it uses Warehouse, Zone, and location configurations to determine how many orders should be created. All of the

10 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 10 created orders will be linked together with the data model through the ORDER_HEADER table. If, for example, the Destination Zone does not have a Receipt Location defined, or this location is the same as the Putaway Location of the Source Zone, then there will only be two stops in the transfer. If the Zone configuration does not have any Receipt or Putaway Locations, then just one WIP order will be created. The number of created orders depends on the configuration of a Zone. A Zone can be configured in such a way that it contains Receipt Locations (Inbound) and Putaway Locations (Outbound). A Receipt Location (Inbound) is used to receive inventory into the Zone. It can be a physical buffer located inside or even outside the Zone. A Putaway Location (Outbound) is used for temporary storage when inventory is taken out from a Zone. It can be inside or outside a given Zone and, in some cases, it can be the same as the Receipt Location. Both of these locations are optional, but when configured, they indicate that they will be used to temporarily store inventory during movements in or out of a Zone. Figure 3 Receipt and Putaway Locations in Zones

11 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 11 3 Usage Scenarios This section describes three example scenarios for the Inventory Putaway usage. The scenarios can be used as a starting point for more complex configurations, or as a source of information on the available settings for the Putaway solution. The configuration sections of each scenario describe the steps to be taken to set up the data and entities necessary for the given scenario. That is why they require creating a given number of entities, linking specific entities with others, or providing specific names. Please remember this is done only in order to maintain consistency in the scenario descriptions. 3.1 Scenario 1: Multi-Product Container Putaway This scenario will describe the configuration that will enable us to perform the Putaway process from one Warehouse to another, for one Container holding more than one product. Scenario assumptions: 1 There is one Container that is expected to be put away in the most appropriate location. 2 The Container holds inventory for three different products. In this scenario, these products are: a Matches b Cigarette Box c Foil 3 Each of the products belongs to a Product Group. In this scenario, the Product Group is called Cigarettes. 4 The Container can be put away in one of three specific Zones (Zone 1, Zone 2, Zone 3) and in a Warehouse Location of the Production type that allows for mixing products. The scenario flow: 1 A Container with inventory of the three different products is prepared. 2 Destination Warehouse Locations and their classes are configured in Zone 1, Zone 2, and Zone 3 where the Container should be put away. 3 A Putaway Location Determination is configured to return a list of recommended Warehouse Locations where the Container can be put away. 4 A Putaway Strategy is configured according to which the locations will be sorted. 5 A Putaway Strategy Determination is configured to determine which strategy should be used to sort the recommended Warehouse Locations. 6 A Standard Operation is created to utilize the Business Components responsible for determining and sorting locations.

12 Inventory Putaway DELMIA Apriso 2017 Implementation Guide Container and Inventory Overview Figure 4 Putaway Business Components flow For the definition and description of the Container entity in DELMIA Apriso, refer to section 2.1 Container. Configuration The Container screen can be navigated to in the DELMIA Apriso Desktop Client. 1 Create a Container, making sure it is located in the appropriate Facility, Warehouse, and Warehouse Location. These values will be used when setting the inputs for Putaway Location Determination later on. 2 Create Inventory for three different products and put it in the Container. These three products should be linked with the same Product Group. To do this, a BPF can be used. For more information, refer to the Create Inventory Business Process Flow documentation. 3 Go to the Inventory 2 Lookup screen to make sure that the new Inventory exists and it is appropriately placed. Figure 5 Inventory 2 Lookup

13 Inventory Putaway DELMIA Apriso 2017 Implementation Guide Warehouse Locations and Classes Overview For the definition and description of the Warehouse Location and Warehouse Location Class entities in DELMIA Apriso, refer to section 2.2 Warehouse Locations and Classes. Configuration The Warehouse Location and Warehouse Location Class screens can be can be navigated to in the DELMIA Apriso Desktop Client. For more information on Warehouse Location configuration, refer to the Warehouse Maintenance Online Help. 1 Create three Warehouse Location Classes that will be used to categorize your Warehouse Locations. 2 These Warehouse Locations should allow for mixed products (the Allow Mixed Products flag should be set to true). 3 Assign Putaway Priorities to your classes. In the case of this scenario, there will be three classes that will allow mixed products. Each class will be assigned to a location in a different Zone (Zone 1, Zone 2, Zone 3). The goal of this scenario is to put away inventory in Zone 2, which will therefore have the highest priority: a Mixed Products Z1 class is priority 2. b Mixed Products Z2 class is priority 1. c Mixed Products Z3 class is priority 3. 4 Create 15 Warehouse Locations, five in each of the three Zones of your Warehouse. 5 Select the Warehouse Location Type in such a way that each Zone holds some locations of the Production type. 6 Link the locations from each Zone with the appropriate Warehouse Location Classes.

14 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 14 Zone 1 Zone 2 Zone 3 WRH Location 1 Mixed Products Z1 Class Putaway Priority 2 WRH Location 6 Mixed Products Z2 Class Putaway Priority 1 WRH Location 11 Mixed Products Z3 Class Putaway Priority 3 WRH Location 2 Mixed Products Z1 Class Putaway Priority 2 WRH Location 3 Mixed Products Z1 Class Putaway Priority 2 WRH Location 4 Mixed Products Z1 Class Putaway Priority 2 WRH Location 5 Mixed Products Z1 Class Putaway Priority 2 WRH Location 7 Mixed Products Z2 Class Putaway Priority 1 WRH Location 8 Mixed Products Z2 Class Putaway Priority 1 WRH Location 9 Mixed Products Z2 Class Putaway Priority 1 WRH Location 10 Mixed Products Z2 Class Putaway Priority 1 WRH Location 11 Mixed Products Z3 Class Putaway Priority 3 WRH Location 11 Mixed Products Z3 Class Putaway Priority 3 WRH Location 11 Mixed Products Z3 Class Putaway Priority 3 WRH Location 11 Mixed Products Z3 Class Putaway Priority 3 Warehouse Facility Figure 6 Warehouse Locations

15 Inventory Putaway DELMIA Apriso 2017 Implementation Guide Putaway Location Determination Overview For the definition and description of Putaway Location Determination in DELMIA Apriso, refer to section 2.3 Putaway Location Determination. Configuration The Putaway Location Determination screen can be can be navigated to in the DELMIA Apriso Desktop Client. For more information on Putaway Location Determination configuration, refer to the Warehouse Maintenance Online Help. What do we want to achieve? If: Then: A Container is in a given Facility, given Warehouse, and given Zone, and there are three different products in the Container. The recommended Warehouse Locations should be in a given facility, given Warehouse, and given Zones, and these locations should be of a specific Location Type and Location Class that allows for mixing products. How to do this? 1 Create a new Determination Key that can be applied to the implementation assumptions. In this scenario, the following inputs are needed: a Facility b Warehouse c Zone d Product no. For more information on Determination Keys, refer to the Process Builder Online Help 2 Create Determination entries by adding input values for the Warehouse and Zone in which the Container is stored as well as the product numbers. 3 Provide output values that will point to the destination locations that were created earlier (pay attention to the Location Type and Location Class).

16 Inventory Putaway DELMIA Apriso 2017 Implementation Guide Putaway Strategy Overview Figure 7 Putaway Locations Determination For the definition and description of Putaway Location Determination in DELMIA Apriso, refer to section 2.4 Putaway Strategy. Configuration The Putaway Strategy screen can be navigated to in the DELMIA Apriso Desktop Client. For more information on Putaway Strategy configuration, refer to the Warehouse Maintenance Online Help. What do we want to achieve? We want the Warehouse Locations suggested by the DeterminePutawayLocation or DeterminePutawayLocationForContainer BC to be sorted by the Putaway Priority of their classes. How to do this? 1 Create a Putaway Strategy. 2 Select criteria that will result in the sorting of locations by the Putaway Priority of the classes assigned to them.

17 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 17 Figure 8 Putaway Strategy Putaway Strategy Determination Overview For the definition and description of Putaway Location Determination in DELMIA Apriso, refer to section 2.5 Putaway Strategy Determination. Configuration The Putaway Strategy Determination screen can be navigated to in the DELMIA Apriso Desktop Client. For more information on Putaway Strategy Determination configuration, refer to the Warehouse Maintenance Online Help. What do we want to achieve? If: Then: Inventory is in a given Facility and Warehouse. A particular strategy should be chosen. How to do this?

18 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 18 1 Create a new Determination Key that can be applied to the implementation assumptions. In this scenario, the following inputs are needed: a Facility b Warehouse c Product Group For more information on Determination Keys, refer to Process Builder Online Help 2 Create a Determination entry that will point to the Warehouse and Facility in which the Container is situated. 3 Set the Product Group to Cigarettes. 4 Select the strategy created in the previous section. Figure 9 Putaway Strategy Determination Inventory Putaway Execution Configuration Create a Standard Operation that will incorporate the DeterminePutawayLocationForContainer and SortPutawayLocationForContainer Business Components mentioned before. You can also use an existing BPF. For more information, refer to the Put Away Inventory Business Process Flow documentation. The outcome of the Operation should be as follows: 1 The recommended Warehouse Locations for the inventory will be suggested. These should be locations with the following properties: a Locations in Zone 1, Zone 2, Zone 3. b Locations of the Production type. c Locations with classes linked that allow for the storing of mixed products. 2 The recommended Locations will be sorted according to the Putaway Strategy settings: a Locations with class of the highest Putaway Priority will be displayed as first on the list. b Locations with class of lower Putaway Priority will follow.

19 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 19 Figure 10 Inventory Putaway execution 3.2 Scenario 2: Homogenous Container Putaway with Transportation Orders This scenario will describe a configuration that will allow us to perform the Putaway process for one Container holding one type of inventory (one product). The scenario assumes that transfer orders will be created with the use of the CreateMoveOrder Business Component method. Scenario assumptions: 1 There is one Container that is expected to be put away in the most appropriate location. 2 The Container holds one type of Inventory Status (Packed). 3 Inventory is created for one product. 4 The Container is currently held in a specific location of the Storage type (in the case of this scenario, this location is called the Source Location), and it needs to be put away in a specific location of the Production type (in the case of this scenario, this location is called the Destination Location). 5 Each of the Warehouse Locations mentioned above (Source Location and Destination Location) are created in two different Zones (which, in the case of this scenario, will be Zone 1 and Zone 2, respectively). 6 The Container can be put away only in the locations of one of the three classes defined in DELMIA Apriso. Each class has its priority: a Single level storage priority 2 b Two-level storage priority 1 c Shipments/Replenishment priority 3 The Warehouse Location Class describes the purpose as well as additional properties and dimensions of a Warehouse Location. By using a Warehouse Location Class, we can distinguish areas designated for storage, initial or final assembly, or shipments.

20 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 20 The scenario flow: 1 A Container with inventory is prepared in a source Warehouse Location in Zone 1. 2 The Destination Warehouse Locations and their classes are configured in Zone 2, where the Container should be put away. 3 A Putaway Location Determination is configured to return a list of recommended Warehouse Locations where the Container can be put away. 4 A Putaway Strategy is configured to sort the Warehouse Locations. 5 A Putaway Strategy Determination is configured to determine which strategy should be used to sort the recommended Warehouse Locations. 6 Zone 1, in which the Source Location exists, and Zone 2, in which the Destination Location exists, are configured to contain the Receipt and Putaway Locations. 7 A Standard Operation is created to utilize the Business Components responsible for determining and sorting locations. 8 A Standard Operation is extended with the CreateMoveOrder Business Component method, which will create three transaction orders responsible for moving the Container from the Source to the Destination Location Container and Inventory Overview Figure 11 Putaway Business Components flow For the definition and description of the Container entity in DELMIA Apriso, refer to section 2.1 Container. Configuration The Container screen can be navigated to in the DELMIA Apriso Desktop Client. It enables the user to create and edit Containers and their classes, check their properties, and change their assignments. 1 Create a Container making sure it is located in the appropriate Facility and Warehouse as well as in the Source Warehouse Location. These values will be used when setting inputs for the Putaway Location Determination later on. 2 Create inventory of the Packed status for one product and put it in the Container. To do this, a BPF can be used. For more information, refer to the Create Inventory Business Process Flow documentation. 3 Go to the Inventory 2 Lookup screen to make sure the inventory exists.

21 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 21 Figure 12 Inventory 2 Lookup Warehouse Locations and Classes Overview For the definition and description of the Warehouse Location and Warehouse Location Class entities in DELMIA Apriso, refer to section 2.2 Warehouse Locations and Classes. Configuration The Warehouse Location and Warehouse Location Class screens can be navigated to in the DELMIA Apriso Desktop Client. For more information on Warehouse Location configuration, refer to the Warehouse Maintenance Online Help. 1 Create three Warehouse Location Classes that will be used to define and categorize the Warehouse Locations. 2 Assign Putaway Priorities to the classes. In the case of this scenario, the Single level storage class is priority 2, the Two-level storage class is priority 1, and the Shipments/Replenishment class is priority 3. 3 Create ten Warehouse Locations from which the Destination Location will be chosen. Assign them to the appropriate Facility and Warehouse and to Zone 2. 4 Select the Warehouse Location Type so that five of them are of the Production type and the remaining are of different types. 5 Link the Warehouse Location Classes that were created with the Destination Warehouse Locations. Make sure that each class is used for the five locations of the Production type.

22 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 22 Figure 13 Warehouse Locations Putaway Location Determination Overview For the definition and description of Putaway Location Determination in DELMIA Apriso, refer to section 2.3 Putaway Location Determination. Configuration The Putaway Location Determination screen can be navigated to in the DELMIA Apriso Desktop Client. For more information on Putaway Location Determination configuration, refer to the Warehouse Maintenance Online Help. What do we want to achieve? If: Then: The Container is in a given Facility, Warehouse, and Zone and the Inventory in this Container is of a particular Inventory Status and of a given ABC Class. The recommended Warehouse Locations should be in a given Facility, Warehouse, and Zone. These Locations should be of a specific Location Type and Location Class. How to do this? 1 Create a new Determination Key that can be applied to the implementation assumptions. In this scenario the following inputs are needed: a Facility b Warehouse c Zone d Inventory Status e ABC Class 2 For more information on the Determination Keys, refer to the Process Builder Online Help

23 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 23 3 Create Determination entries by adding input values for the Facility, Warehouse, and Zone in which the Container is stored. Select the Inventory Status and the ABC Class. 4 Provide the output values that will point to the Destination Locations that were created earlier (pay attention to the Location Type and Location Class) Putaway Strategy Overview Figure 14 Putaway Location Determination For the definition and description of Putaway Location Determination in DELMIA Apriso, refer to section 2.4 Putaway Strategy. Configuration The Putaway Strategy screen can be navigated to in the DELMIA Apriso Desktop Client. For more information on Putaway Strategy configuration, refer to the Warehouse Maintenance Online Help. What do we want to achieve? Warehouse Locations suggested by the DeterminePutawayLocation or DeterminePutawayLocationForContainer BC should be sorted by the Putaway Priority of their Classes. How to do this? 1 Create a Putaway Strategy. 2 Select criteria that will result in the sorting of locations by the Putaway Priority of the classes assigned to them.

24 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 24 Figure 15 Putaway Strategy Putaway Strategy Determination Overview For the definition and description of Putaway Location Determination in DELMIA Apriso, refer to section 2.5 Putaway Strategy Determination. Configuration The Putaway Strategy Determination screen can be navigated to in the DELMIA Apriso Desktop Client. For more information on Putaway Strategy Determination configuration, refer to the Warehouse Maintenance Online Help. What do we want to achieve? If: Then: Inventory is in a given Facility and Warehouse. A particular strategy should be chosen. How to do this?

25 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 25 1 Create a new Determination Key that can be applied to the implementation assumptions. In this scenario the following inputs are needed: a Facility b Warehouse For more information on Determination Keys, refer to the Process Builder Online Help 2 Create a Determination entry that will point to the Warehouse and Facility in which the Container is situated. 3 Select the strategy created in the previous section Transportation Orders Overview Figure 16 Putaway Strategy Determination For the definition and description of Putaway Location Determination in DELMIA Apriso, refer to section 2.6 Transportation Orders. Configuration Figure 17 Create Move Orders flow The Zone screen can be navigated to in the DELMIA Apriso Desktop Client. 1 Create a Putaway Location in the first of the Zones (Zone 1) in which the Container is located. 2 Edit Zone 1 and link the Putaway Location that was just created. 3 Create a Receipt Location in the second of the Zones (Zone 2) in which the destination Location is placed. 4 Edit Zone 2 and link the Receipt Location that was just created.

26 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 26 Figure 18 Zone configuration Inventory Putaway with Move Orders Execution At this point it is possible to determine the best locations in which our Container can be put. Once the locations are found and sorted, transportation orders can be created to move inventory between Zones and locations. To do this, you can create a Standard Operation that will use the DeterminePutawayLocationForContainer, SortPutawayLocationForContainer, and CreateMoveOrder Business Components. You can also use and amend an existing BPF. For more information, refer to the Put Away Inventory Business Process Flow documentation Business Components The DeterminePutawayLocationForContainer Business Component method returns a list of possible Warehouse Locations with priorities for performing the Putaway transaction. The list is generated based on all of the inventory properties in the Container (product, Product Group, Product Inventory Type, ABC Class, Inventory Status, etc.) and the target Warehouse and Facility. If the Container is empty, then properties of the Container will be used (i.e., the Zone and Warehouse Location Type from the linked Warehouse Location will be used). It is also possible to provide a list of product IDs that will be ignored both for the inputted Container and for the location being determined. This can be used, for example, to provide a list of packaging materials to be ignored. If there is no inventory in the Container, the system gets the Container details from the database and then tries to get the Warehouse Location assigned to the Container (if there is no Warehouse Location assigned to the Container, an error is returned). The APR_WH.PutawayLocationDetermination Standard Operation is called by this BC to retrieve the locations or their properties. The destination Warehouse, destination Facility, Zone, and Warehouse Location Type (based on the Container properties) should be provided as inputs. The SortPutawayLocationForContainer Business Component method returns a sorted list of possible Warehouse Locations. The BC uses the APR_WH.PutawayStrategyDetermination Standard Operation to determine the strategy for each inventory in the Container or for the Container itself if it is empty. A common strategy for the entire inventory in the Container is chosen. When the system receives a strategy, it sorts locations according to their priority and then according to the strategy settings.

27 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 27 The CreateMoveOrder Business Component method creates the Order Header and related Order Lines with WIP orders to perform the inventory move from one Warehouse Location to another. The transfer WIP orders are also created for the intermediate Putaway and Receipt Locations of the Zones of the Source and Destination Location of the inventory. Configuration Create a Standard Operation that will incorporate the three Business Components mentioned above. The outcome of the Operation should be as follows: 1 The recommended target Warehouse Locations for the inventory currently held in the Source Location in Zone 1 will be suggested. These should be Destination Locations in Zone 2. 2 The recommended locations will be sorted according to the Putaway Strategy settings. Because the CreateMoveOrder BC accepts one Warehouse Location as an input, only the first location from the list should be provided as an input parameter to the CreateMoveOrder BC. 3 The CreateMoveOrder BC is invoked. It accepts the InventoryID (the inventory in our Container that needs to be moved) and the ID of the Destination Warehouse Location. 4 Transportation orders are created. In the case of this scenario, there will be three orders: a Source Location in Zone 1 to Putaway Location in Zone 1. b Putaway Location in Zone 2 to Receipt Location in Zone 2. c Receipt Location in Zone 2 to Destination Location in Zone 2 (the most recommended location). For more information on order configuration, refer to the Order Cockpit Online Help. Figure 19 Transportation orders

28 Inventory Putaway DELMIA Apriso 2017 Implementation Guide Scenario 3: The Best Putaway Route for a Set of Containers This scenario will describe a configuration enabling us to perform a Putaway process of multiple Containers by suggesting the best path that should be walked through. The scenario will incorporate the AdvisePutawayLocationsForContainers Business Component method. Scenario assumptions: 1 There are five Containers held in one Warehouse Location (the Receiving Location) of a given Zone. These Containers need to be put away in different Warehouse Locations in that Zone. Each Container can be put away in a few locations out of all possible Warehouse Locations. 2 Each Warehouse Location has these coordinates assigned: X coordinate = 1, Y coordinate = 1, Z coordinate = 1. 3 We are looking for the best (i.e., the shortest) path to walk in order to put the Containers in the designated Warehouse Locations. In this scenario, the Containers do not hold any inventory. If the Containers hold inventory, scenario 1 or 2 should be applied for multiple Containers, and the list of suggested and sorted Warehouse Locations should be used as an input to the AdvisePutawayLocationsForContainers BC method. For more information on how to use this option, refer to section Containers Locations. The scenario flow: Figure 20 Warehouse Location coordinates 1 Five Containers are prepared to be distributed in a Zone. These Containers are held in a Receiving Location in this Zone.

29 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 29 2 The coordinates of the Warehouse Locations in this Zone are set. 3 A Standard Operation is prepared to utilize the Business Component responsible for suggesting Warehouse Locations Containers Overview For a definition and description of the Container entity in DELMIA Apriso, refer to section 2.1 Container. Configuration The Container screen can be navigated to in the DELMIA Apriso Desktop Client. It allows the user to create and edit Containers and their classes, check their properties, and change their assignments. 1 Create five Containers, making sure that they are located in the appropriate Facility, Warehouse, and Zone as well as in the Receiving Location. Figure 21 Containers Warehouse Locations and Classes Overview For the definition and description of the Warehouse Location and Warehouse Location Class entities in DELMIA Apriso, refer to section 2.2 Warehouse Locations and Classes. Configuration The Warehouse Location screen can be navigated to in the DELMIA Apriso Desktop Client. For more information on Warehouse Location configuration, refer to the Warehouse Maintenance Online Help. 1 Create 11 Warehouse Locations, from which the Destination Location will be chosen. Assign them to the same Facility, Warehouse, and Zone where the Receiving Location is.

30 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 30 2 Establish the coordinates of the Warehouse Locations. These will be used later in order to find the best path to walk through. For a better understanding of the coordinates used in this scenario, see Figure Containers Locations Business Component Figure 22 Warehouse Locations It is expected that the Containers will be put away in Warehouse Locations according to a path suggested by AdvisePutawayLocationsForContainers. This Business Component method designates the best order in which Warehouse Locations are to be walked to for a list of Containers to be put away. The BC uses the APR_WH.GetWarehouseLocationsDifferences Standard Operation to retrieve the values describing the cost of transition between the Container's target Warehouse Locations. The starting Warehouse Location (from which the optimal route will be calculated) is assumed to be the Warehouse Location to which all of the Containers are assigned. The input list contains the permitted Warehouse Location-Container pairs. These pairs can be inputted in any order, as they all have the same priority. The output list contains the designated Warehouse Location-Container pairs, wherein the first element is the Warehouse Location which is to be visited first, and the last element is the Warehouse Location which ends the path. By default, the APR_WH.GetWarehouseLocationsDifferences Standard Operation calculates the best path based on the coordinates of the Warehouse Locations. Depending on the requirements, this Operation can be amended or rewritten in order to perform calculations based on different settings. In this scenario, we assume the below possible allocation of Containers. This means that each Container can be put in one of the suggested locations (but not in the others). Note that some Containers can be put in the same locations as others (see Table 1). The BC will group these if possible.

31 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 31 The Business Component will advise the user with the most optimal path to walk in order to redistribute the Containers in the Zone. Container Number Possible Locations for Each Container CONT_1 WRH Location 3 WRH Location 10 WRH Location 11 CONT_2 WRH Location 9 WRH Location 11 CONT_3 WRH Location 5 WRH Location 6 CONT_4 WRH Location 3 WRH Location 8 WRH Location 11 CONT_5 WRH Location 7 Table 1 Possible locations for Containers Determining and Sorting Locations before Suggesting the Path In this scenario, we provide a list of possible Warehouse Locations for each Container directly to the BC. However, the locations can be suggested based on the Putaway Location Determination and Putaway Strategy Determination. For more information on these configurations, refer to the previous two scenarios described in sections 3.1 and 3.2. It is important to remember that the SortPutawayLocationForContainer Business Component method is intended only to sort a set of Putaway Locations for one Container in order to limit them to a smaller set. The sorting order of those locations will not be taken into consideration by the AdvisePutawayLocationsForContainers BC, as this BC is used only to find the best walk path for a number of Containers and their target locations. All locations have the same priority. This means that the AdvisePutawayLocationsForContainers BC will suggest the best path according to its own calculations, but the order of the locations returned by the SortPutawayLocationForContainer will not influence that path. To properly suggest the best walk path for a number of Containers, the following implementations are recommended: Implement the solution in such a way that only a limited number of locations returned for one Container by the SortPutawayLocationForContainer BC is taken as the input by the AdvisePutawayLocationsForContainers BC For example, the first two locations from the list are taken for one Container, and a similar process is used for the other Containers When creating a Putaway Strategy, it is also recommended not to use any of the sorting criteria (e.g., location coordinates) used by the APR_WH.GetWarehouseLocationsDifferences Standard Operation, as these criteria will be overridden by the AdvisePutawayLocationsForContainers BC Advise Putaway Locations for Containers Execution At this point it is possible to establish the most optimal path to walk through our Zone in order to distribute the Containers in appropriate locations.

32 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 32 Configuration Create a Standard Operation that will incorporate the AdvisePutawayLocationsForContainers Business Component mentioned above. For the scenario described in this document, the outcome of the Operation should be as pictured in Figure 23 below. The Containers will be distributed in the following way: Container Number Selected Locations for Each Container CONT_1 WRH Location 3 WRH Location 10 WRH Location 11 CONT_2 WRH Location 9 WRH Location 11 CONT_3 WRH Location 5 WRH Location 6 CONT_4 WRH Location 3 WRH Location 8 WRH Location 11 CONT_5 WRH Location 7 Table 2 Selected locations for Containers Figure 23 Suggested walk path

33 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 33 4 Standard Operations The usage of some of the settings and functions required in the Putaway process is based on Standard Operations. This makes it possible to prepare new Standard Operations or use/amend existing ones in order to apply only the settings and functionalities in the implementation process that are based on specific requirements. This section outlines the purpose of these Standard Operations and lists the Business Components and Sub Operations they invoke. For more information on each Operation, review its structure in Process Builder. APR_WH.PutawayLocationDetermination This Standard Operation is invoked by the DeterminePutawayLocation and DeterminePutawayLocationForContainer Business Component methods. It calls the APR_WH_PUTAWAY_LOCATION Determination to return parameters to be used when retrieving all of the possible locations for the Putaway transaction. For example, when a Zone is returned, then all of the locations inside that Zone are valid for the Putaway transaction and will be processed by the mentioned BCs. APR_WH.PutawayStrategyDetermination This Standard Operation is invoked by SortInventory2PutawayLocation and SortPutawayLocationForContainer Business Component methods. It calls the APR_WH_PUTAWAY_STRATEGY Determination to return all of the possible strategies for the Putaway transaction. APR_WH.GetWarehouseLocationsDifferences This Standard Operation is invoked by the AdvisePutawayLocationsForContainers Business Component method. It returns the distances between Warehouse Locations. The default implementation uses the sum of absolute difference between the Warehouse Locations coordinates.

34 Inventory Putaway DELMIA Apriso 2017 Implementation Guide 34 5 References All the documents referenced below are available from the DELMIA Apriso Start page, which can be accessed on your DELMIA Apriso server (<server name>/apriso/start). The newest versions of all the documents are available from the 3DS Support. 1 Dassault Systèmes, Process Builder Online Help This online help provides an overview of DELMIA Apriso Process Builder and information on installing and using the application. It describes the user interface elements, entity maintenance, available Business Controls, and management of Processes, Operations, and Screen Flows. 2 Dassault Systèmes, Order Cockpit Online Help This online help presents details on the Order Cockpit, which allows Shop Floor and Warehouse Supervisors to view and manage detailed information about current orders and operations. 3 Dassault Systèmes, Warehouse Maintenance Online Help This online help describes the Warehouse Maintenance functionality, which is used to establish and maintain Warehouse structures and properties by creating and managing the entities which compose the Warehouse organization. 4 Dassault Systèmes, Create Inventory Business Process Flow This document describes the contents of the GPM package delivered with the sample Standard Operations responsible for creating inventory in DELMIA Apriso. 5 Dassault Systèmes, Put Away Inventory Business Process Flow This document describes the contents of the GPM package delivered with the sample Standard Operations responsible for putting away inventory in DELMIA Apriso. 6 Dassault Systèmes, Database Documentation This documentation enables viewing DELMIA Apriso database (DB) tables (organized into groups), their descriptions, and the relations between them.