Foursite/Viaware. User Guide. Prepared By Yusen Logistics (Americas) IS Quality Assurance Department

Transcription

1 Foursite/Viaware User Guide Prepared By Yusen Logistics (Americas) IS Quality Assurance Department Last Revised on 10/27/2011

2 2011 by Yusen Logistics (Americas) Inc. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means without the written permission of Yusen Logistics (Americas) Inc. While every precaution has been taken in the preparation of this document, Yusen Logistics (Americas) Inc. assumes no responsibility for errors, omissions, or for damages resulting from the use of the information herein. Products or corporate names may be trademarks or registered trademarks of other companies and are used solely for the explanation and to the owner s benefit, without intent to infringe.

3 Revisions List Section Title Page Addition Revision Content December 29, 2010 Initial Issue

4 Table of Contents How to Use This Guide In and Out Flow of the Foursite/Viaware/RF System System Basics OMS LOGIN AND LOGOUT Log In to FourSite Log Out of FourSite WMS WORKSTATION LOGIN AND LOGOUT Log Out of Viaware RF DEVICE LOGIN AND LOGOUT Log In Log Out END OF DAY - RF UNIT SHUTDOWN RF EMULATION AT A WORKSTATION Log In Log Out RF BASIC NAVIGATION TOOLS Basic Receiving Material Into Viaware Inbound Order Entry MANUAL RECEIPT/INBOUND ORDER ENTRY - FULL PROCEDURE UPDATE RECEIPT/INBOUND ORDER Receipt Update Rules Adding a new line Updating an existing line MANUAL RECEIPT/INBOUND ORDER ENTRY - QUICK PROCEDURE

5 Inbound EDI Moving Documents to Production MAINTAIN WORK DOCUMENTS EDIT WORK DOCUMENTS CREATE FOURSITE DOCUMENTS Inbound - Creating New Parts in OMS Creating New Parts Update NMFC Update Dimensions WMS Additional Fields Finding Location Selection Rules in WMS Tie and High Information Ensuring part transferred to WMS Inbound Receiving RECEIVING PREPARATION RECEIVING PROCESS - FULL PROCEDURE COMMON PROBLEMS AND SOLUTIONS Pallet Received Contains Multiple Parts or Lots RECEIVING PROCESS - QUICK PROCEDURE Inbound Putaway AUTOMATED PUTAWAY LOGIC Putaway Rules Putaway (RF201) Putaway Damage PUTAWAY PROCESS - FULL PROCEDURE COMMON PROBLEMS FOR PUTAWAY PUTAWAY QUICK PROCEDURE

6 Outbound Order Entry MANUAL OUTBOUND ORDER ENTRY - FULL PROCEDURE Outbound - Third Party Setup and Shipping SETTING UP THIRD PARTY BILLING IN OMS TO PRINT ON THE BILL OF LADING PRINTING SHIPPING NOTES ON THE BILL OF LADING Outbound - Foursite Order Consolidation Outbound Order Planning WAVE PLANNING - FULL PROCEDURE Wave Planning Rules Wave Building Assign Shipping Lanes Select Orders for the Wave Wave Plan VERIFYING AND RELEASING WAVES - FULL PROCEDURE Wave Summary Verify Status for the wave Verify each order is Filled Release the Wave Verify Successful Release SHORTAGE RECONCILIATION - FULL PROCEDURE Short Order Rules Check for Unavailable Material View Short Order Lines Check for Hold Locations Check Inventory in Hold Locations Check Inventory Levels Cutting an Order

7 Ready to Replan? Replan the Wave ORDER CHANGES Rules for Changing/Canceling an Order Determine if the change can be done in WMS Changing a Carrier Reducing Planned Quantity Order Changes Required in OMS Viaware Auto Probill Generation Setup Outbound Task Management Configuration TASK MANAGEMENT PROFILES Outbound Picking PICKING LOGIC Picking Rules Picking Using Task Management PICKING - FULL PROCEDURE PICKING SHORT PRIORITIZE PICKS FOR A HOT ORDER COMMON PROBLEMS FOR PICKING PICKING - QUICK PROCEDURE Printing UCC128 Labels PRINT REPRINT Generating Address Labels Foursite/Viaware Kit to Stock Process Pioneer Specific Kit to Stock Process NOTIFICATION

8 RESEARCH PIONEER KIT INFO CREATE A DEMAND FOR THE KITS BUILD THE WAVE RELEASE THE WAVE RF PICKING CREATE KITS Outbound Shipping PRINT BOL SHIP COMPLETE Outbound - Update Trailer Warehouse Process - Cycle Counts GENERATING CYCLE COUNTS Triggered Cycle Counts Discrepancy Cycle Counts Demand Cycle Counts Planned Cycle Count Orders RF CYCLE COUNTING / TAG TRACKED - FULL PROCEDURE Tag Tracked Location (901t) Tag Validation Deleted Tag Additional Tags? Misplaced Tag Confirm Quantity Additional Tags? Done at Location Expected Tag Check

9 Expected Tags not Counted Reconcile Lost Inventory CYCLE COUNTING / NON-TAG TRACKED - FULL PROCEDURE Non-Tag Tracked Location (901n) Part Validation Unexpected Part Creating Inventory: Non-tag tracked Tag Validation Quantity Verification Confirm Quantity Done at Location Expected Inventory Check Expected Part not Counted Reconcile Lost Inventory Inventory Created During Cycle Count? Reconcile Excess Tags TAG TRACKED CYCLE COUNT OPTION Warehouse Process - Replenishment GENERATING FORWARD PICK REPLENISHMENTS REPLENISHING - FULL PROCEDURE REPLENISHING SHORT COMMON PROBLEMS WITH REPLENISHMENT Warehouse Process - FP Transition and Setup Warehouse Process - Unpack Unpick Return to Stock UNLOADING PICKED PRODUCT UNPICKING PRODUCT FROM AN ORDER RETURN TO STOCK

10 Warehouse Process - Rewarehousing INVENTORY RELOCATION: TAG TRACKED Existing Task Check INVENTORY RELOCATION: NON-TAG TRACKED CONSOLIDATING PARTIAL TAGS Tag Consolidation Rules Identify Partial Pallets to Merge Move the First Partial Pallet to CONS Move the Next Partial Pallet to Combine Move Merged Tag back to a Storage Location PARTIALS STUCK OUTSIDE FWD PICK Replenishment Logic Check If a Partial Belongs in Fwd Pick Billing - Generating Charges AUTOMATED BILLING MISCELLANEOUS BILLING ENTRY (ACCESSORIAL BILLING) Billing - Validating Charges RECEIPT AND ORDER BILLING VALIDATION NON-DOCUMENT BILLING VALIDATION Billing - Billing Maintenance ADJUSTING ACCRUED CHARGES RESETTING INVOICES Exclude/Reset an Invoice Billing - Invoicing CREATE THE BATCH RUN PROOF PRINT INVOICE

11 POST EDIT POST Inventory Status Change ADJUSTING HOLD CODE, LOT, OR DATES Find the Inventory in WMS Check for Mixed Hold Codes in a Location

12 How to Use This Guide This User Guide details the features and processes of an application. This section explains how the guide is organized. Components Introduction The Introduction provides an overview of the application covered by the guide. Process Flow The process flow a basic description of the organization of the system and important procedures for which the system is designed. Getting Started Section The Getting Started section provides steps required to access the application. Topic Sections The User Guide is separated into topic sections. Sections discuss: Tabs, web pages, and the definitions of their options and displays Important procedures for which the application is designed using these tabs, pages, and options Procedure Sections These sections provide standard procedures for performing primary functions in the application. Best practices at NYK Logistics (Americas), Inc. are incorporated into the proceduures where applicable. Formatting Conventions bold italics underline This typeface represents text, option numbers, and data to be entered and buttons, tabs, and menu options to be clicked. This typeface indicates field names, notes, messages, report names, and page names. This typeface signifies emphasis on important text. i

13 In and Out Flow of the Foursite/ Viaware/RF System In Customer faxes receipt Create receipt (OMS) System downloads Trailer arrives Unload trailer and stage pallets Order receive (RF) System generates tags Apply tags and shipping labels Close any short lines (RF) Store tags (pallets) (RF) System receipt completes System generates charges Print receipt notice (OMS) Fax to customer (OMS) Out Customer faxes order Create and commit order (OMS) System downloads Wave plan/wave release (WMS) Pick to container (RF) Container pick complete (stage pallets) (RF) Generate packing list (WMS) QC Trailer arrives Trailer manage/trailer assign (if applicable) (WMS) Trailer load (if applicable) (RF) Generate BOL (WMS) Ship complete (WMS) System ship completes System generates charges Print withdrawal notice (OMS) Fax to customer (OMS) Foursite/Viaware User Guide In and Out System Flow 1-1

14 System Basics OMS Login and Logout Log In to FourSite 1. Log in to Windows with your personal log in. 2. Double-click the FourSite 4.2 icon. 3. Enter your user name. 4. Enter your password. 5. Click the check mark icon. Foursite/Viaware User Guide System Basics 2-1

15 The OMS Main Menu displays. Log Out of FourSite 1. Click the red box in the upper right hand corner. The window closes. Log out is complete. Foursite/Viaware User Guide System Basics 2-2

16 Common OMS In-Program Functions Icons, Keys and Buttons Green Check Mark Escape Key Stop Sign Enter Key Tab Key Down Arrow Key Up Arrow Key Toggle Buttons Options Button Definition Click to accept input (save) and process Click to accept input (save) and process Cancel the user out of a screen, update or command. Allows the user to get out of an error without saving. Move between fields on the OMS screen. Move between fields on the OMS screen. Move between fields on the OMS screen or Move between lines/records on the OMS screen (for example, move from order line 1 to 2). Move between fields on the OMS screen or Move between lines/records on the OMS screen (for example, move from order line 2 to 1). Toggle between Header and Detail sections in OMS. Opens an Options Menu view Additional Order or Receipt information while in Update or Add mode. Foursite/Viaware User Guide System Basics 2-3

17 Common OMS In-Program Functions Icons, Keys and Buttons Control + O Keys Additonal Info Button Control + V Keys Zoom Button Ellipsis Button Control + Z Keys Control + E Keys Right Click Mouse Control + Delete Keys Opens an Options Menu view Additional Order or Receipt information while in Update or Add mode. Displays Additional Pages. Will only appear when additional pages are available. Displays Additional Pages. Will only appear when additional pages are available. Zoom to display a list of valid inputs for the current field. Only available when zoom is available. Zoom to display a list of valid inputs for the current field. Only available when zoom is available. This button only displays next to lines with zoom available. Zoom to display a list of valid inputs for the current field. Only available when zoom is available. This button only displays next to lines with zoom available. Copy highlighted selection. Allows copy when not in update mode. Copy and Paste menu. Can only copy in update mode. Deleta a table row. Definition Common OMS Menu Bar Functions Button Add Update Find Browse Nxt Prv Definition Create new record (document, part, charge, etc.) Edit an existing Record. Must find first. Find (query) existing Record(s). List View of queried records. Must find first. Display Next Record Display Previous Record Foursite/Viaware User Guide System Basics 2-4

18 Common OMS Menu Bar Functions Button Tab Options Quit Close Definition View Detail without entering Update Mode Display Options available when Not in Update or Add Close current program. Same as Quit, also logs out if clicked on the main window. WMS Workstation Login and Logout Log In to Viaware 1. Log in to Windows with your personal log in. 2. Double-click the Viaware icon. 3. Enter your user name. 4. Enter your password. The Station field should populate with a default Station. If you know that you will be using a Printer other than BASE, use the Down Arrow to locate your Printer. Click on your selection. 5. Click OK. Foursite/Viaware User Guide System Basics 2-5

19 The WMS Main Menu displays. Log Out of Viaware 1. Click the red box in the upper right corner. The window closes. Log out is complete. Common WMS Functions Buttons, Functions, and Keys Q Button E Button Drill Button Definition Query (Find) existing records Query by Example for Advance Queries using logic Query All - Use Sparingly! Foursite/Viaware User Guide System Basics 2-6

20 Common WMS Functions Buttons, Functions, and Keys Split Button Detail Button List View Button Next Button Previous Button Last Button First Button Question Mark Button Double Click A Record Enter Key Tab Key Control + Click Shift + Click Control + C Keys Control + V Keys Right Click Go To Split View Go To Detail View Go To List View Next Record Previous Record Last Record First Record Help Go to Detail View for the selected record Save Move between fields on the WMS screen. Highlight another record Highlight a range of records Copy a field value (highlight first) Paste a field value (click in destination field first) Copy and Paste Menu Definition Common WMS Menu Bar Functions Buttons, Functions, and Keys Definition Edit Remove From List - Removes from queried list without deleting Export Row - When available: Export to flat file which can import into Excel Select All - Highlight all records in list Foursite/Viaware User Guide System Basics 2-7

21 Common WMS Menu Bar Functions Buttons, Functions, and Keys View Action Templates Definition View related screens (for example view detail from list view) Create, Delete, Modify, Release, Adjust, etc. Values available are dependant on dialog and user security Used to create and load data templates for repetitive entries Query Enter Query - Same as Q button Query by Example - Same as E button Query All - Same as Drill button Refresh - Update screen after data has been changed Re-Execute Most Recent - Re-run last query Load Most Recent - Bring up query screen with last data entered Change Query Limit - Allow query to return more than the default 200 records. (Use with caution!) Navigation Dialog Help Move between records (same as arrow buttons) Go To dialogs related to current dialog (for example go to wave summary from wave status) list Help for current dialog Many WMS menus are dialog-sensitive; the list of available menu options depends on the current dialog (program) and user security permissions. RF Device Login and Logout This procedure describes the steps to login and logout of the WMS RF Device. Log In 1. Turn on the RF Device by pressing the red ON button. Wait for the Sign On screen to appear. Foursite/Viaware User Guide System Basics 2-8

22 2. Select display mode for RF device: a. Press H if using a handheld device, or b. Press T if using a forklift mounted device. 3. Press Enter. 4. Enter your Operator ID. 5. Press the Down Arrow key to go to the password field. 6. Enter your Password. 7. Press the Down Arrow key to go to the next field. The Equip and Station fields should populate automatically (see screen, below). 8. Press Enter. Foursite/Viaware User Guide System Basics 2-9

23 The RF Main Menu displays. Log Out 1. Return to the Main Menu. 2. Enter Option Press Enter. You are logged off. The RF Device displays the Sign-on screen. This function is useful when logging in as another user or with other equipment. To shut down at the end of the day, see the next procedure. Foursite/Viaware User Guide System Basics 2-10

24 End of Day - RF Unit Shutdown 1. Select one of the following: a. Enter 99 at any menu screen, then press Enter. b. From the Sign-on Screen, press F3. 2. Press the Blue Button and then the Red Button to turn off the unit. Foursite/Viaware User Guide System Basics 2-11

25 RF Emulation at a Workstation Log In 1. Logon to the Windows 2000 workstation with your personal login. 2. Double click the RF icon. 3. Login to the Telnet Session. 4. At the login prompt, enter rfml1. 5. Press Enter. 6. Follow the same procedure as described in the RF device login. The screens are identical. Log Out 1. Return to the Main Menu (use the F3 key sequence until Main Menu displays at the top of the screen). 2. Enter 99 from any menu and press Enter. 3. Close the RF emulator window (click the red check box in the upper right corner of the window). RF Basic Navigation Tools This section describes basic Navigation techniques for RF Handheld devices. Foursite/Viaware User Guide System Basics 2-12

26 Function Key Sequence Typical Usage F1 Press yellow [F1] key Help: Provides a list of options which can be selected from the current RF screen. F2 F3 F4 F7 F8 F12 F13 Enter Up Arrow Down Arrow Right Arrow Left Arrow Press yellow [F2] key Press yellow [F3] key Press yellow [F4] key Press Blue key then press [C]/[F7] key Press Blue key then press [D]/[F8] key Press Blue key then press [H]/[F12] key Press Blue key then press [I]/[F13] key Press the red Enter key Press the Up Arrow key Press the Down Arrow key Press the Right Arrow key Press the Left Arrow key Go To. Shortcut to another RF screen. Cancel out of a screen, or move up one level in the menu structure. Skip Task Receiving: Close Line Picking: Pick Short Container Pick Complete (from pick task only) Pick List (from pick task only) UOM Conversion Commits a selection the user makes, such as choosing a menu option or completing a Receipt transaction. Move between fields on RF screen. Move between fields on RF screen. Move cursor position fwd on RF screen Move cursor position back on RF screen SP Press the SP key Space to "space-over" a key entry mistake Foursite/Viaware User Guide System Basics 2-13

27 Basic Receiving Material Into Viaware 1. In WMS, Select Inbound. 2. Select Basic Receiving. 3. Enter the Receiving Location. 4. Enter the Part. 5. Enter the Account Code. 6. Enter the Quantity. Unit of measure and Number of Labels auto-fill based on Part Master. 7. Enter the Hold Code (if applicable). 8. Enter the Lot (if applicable). 9. Enter the User Code (if applicable). 10. Enter the Reason Code. 11. Click OK or press Enter. Labels print for this inventory. Foursite/Viaware User Guide Basic Receiving Material Into Viaware 3-1

28 Foursite/Viaware User Guide Basic Receiving Material Into Viaware 3-2

29 Inbound Order Entry Manual Receipt/Inbound Order Entry - Full Procedure 1. In OMS, select Receipt Management. 2. Select Receipts. 3. Click Add. Fields designated with an asterisk are required. Press Tab after each field entry to move to the next tab. Field Process Description Doc # Type Whse Cust Automatically assigned by OMS = Unique Number Automatically assigned by OMS = IR Warehouse, default based on CSR logon Enter or select Customer Code Ord# Enter the Customer's Order # Consignor Table is automatically launched. Foursite/Viaware User Guide Inbound Order Entry 4-1

30 Field Consignor Tab Check Box Carrier Carrier Desc Stage Loc Scheduled Arrived Received Line Item Button Process Description Enter or select the Consignor Code Use the Tab key to fill in Consignor info Use the Green Check Box to save Consignor and return to Receipt Header Enter or select the Carrier Code or Leave blank if unknown (not required for Receipts) Automatically filled in based on Carrier Code Skip - Leave Blank Skip - Leave Blank Skip - Leave Blank Enter date the Receipt is expected to arrive at NYK. Will be updated with actual receipt date when the Receipt is completely received. Select the Line Item button to enter line items Foursite/Viaware User Guide Inbound Order Entry 4-2

31 4. Click Options. 5. Select Document Information. 6. Enter the SMR number, MANSYS number, and the program number. 7. Click the green check mark to save. Foursite/Viaware User Guide Inbound Order Entry 4-3

32 Prod Lot Lot Code Field Check Box Description Description 2 Qty U/M MU MU U/M Options Button, then Line Information Button Process Description Enter or select the Product (Item Number). If the product does not exist in OMS, it cannot be entered now. Write down the new product #; it will be needed at the end of this procedure. LEAVE BLANK and tab Enter Customer's Lot Code (if used) Use the Green Check Box to save and return to the Receipt Line Tab and Accept Default Tab and Accept Default (usually blank) Enter the line qty Enter the line Unit of Measure or Tab to accept default Tab and Accept Default. MU is the Calculated pallet qty, Tab and Accept Default Click the Options button, then the Line Information button to enter a hold code Foursite/Viaware User Guide Inbound Order Entry 4-4

33 8. Click Options. 9. Select Line Information. 10. Enter the BOCY, PASP, and SUBS. Use the Green Check Box to save and return to the receipt line. Repeat the line entry steps for each line on the expected receipt. If there are any new (skipped) products on this receipt, click the toggle buttons icon to return to the receipt header and continue below. 11. Press Control + N, then click Putaway to enter notes. Foursite/Viaware User Guide Inbound Order Entry 4-5

34 12. Enter freeform notes in the lines provided. This will print on the Receiving Report. 13. Enter a warning message and list all new product numbers expected on the receipt. 14. Click the Green Check Box to save Putaway and return to the receipt header. 15. Click the Green Check Box to save the receipt and send to WMS. Update Receipt/Inbound order Receipt Update Rules 1. Everything received into the warehouse must first be entered in an OMS Receipt document (section 1.1. above) 2. The RF operator is allowed to make the following changes. These changes will automatically update the OMS. a. Over-receive an existing Receipt line b. Under-receive an existing Receipt line c. Zero-receive and existing Receipt line d. Receive a quantity as damaged (part or all of an existing Receipt line) 3. The following changes must be done in OMS a. Add a new Receipt line (for a new or unexpected item) Foursite/Viaware User Guide Inbound Order Entry 4-6

35 b. Update the lot, hold code or production date for an existing line This procedure focuses on the Receipt document changes that must be done in OMS. 4. For a New Item, completed Spec Sheets are sent to the CSR. CSR enters the new part in OMS. 5. For an Unexpected Item, warehouse calls the CSR with the unexpected product number. If the product number is not in OMS, CSR requests a Spec Sheet from the warehouse and then enters the new part in OMS. 6. For an Incorrect Lot or Hold code, warehouse calls the CSR with the correct information. CSR makes all changes to the Receipt document in OMS. 7. In OMS, select Receipt Management. 8. Select Receipts. 9. Click Find to find the Receipt. 10. Click the Green Check Box to retrieve the Receipt 11. Click Update to edit the order. 12. Add a new line or update an existing line. Adding a new line 1. If there is a new or unexpected product for the Receipt document, a new line must be added in OMS before the product can be received into the warehouse. a. If the product is new and expected: enter the expected qty shown on the Customer's notice. This may not match the actual qty sent which is OK. b. If the product is unexpected: enter a line qty of 1 regardless of the amount sent so the discrepancy is tracked (cannot enter 0). The warehouse will over-receive as needed. 2. A new line can be added if the Receipt document is still IR (open) or RW (receiving) status. 3. If the document is already RC (receipt complete) status, a new line cannot be added. A new Receipt document must be created in OMS for the missed items. Foursite/Viaware User Guide Inbound Order Entry 4-7

36 Updating an existing line 1. If the expected quantity is wrong: the Receipt document should not be updated. The warehouse will under-receive or overreceive as needed. OMS will track the discrepancy. 2. If the product # is wrong: do not delete the bad line. The warehouse can receive zero qty. Enter a new line for the unexpected item (see step 11) 3. If the lot, hold code or production date is wrong: the line must be updated in OMS. 4. A Receipt line can only be updated if it has no receiving activity (Line status = IR). 5. If the Line status = RW, the warehouse has already received inventory with the bad information. Inventory and billing will be created with the bad information. 6. Select one of the following: a. Adjust out all charges and inventory for the bad line. Then add a new line with the correct information. b. Finish receiving the bad line, then adjust the inventory records in WMS to the correct lot, hold, and production date. Manually note the discrepancies on the Receipt Notice. 7. Click the green check box to save the Receipt and Send the Updates to WMS. Manual Receipt/Inbound Order Entry - Quick Procedure 1. Open the Receipts Program. 2. Click Add. 3. Enter the Warehouse. 4. Enter the Customer. 5. Enter the Order Number (Customer Order). The Consignor window displays. 6. Enter the Consignor Code. 7. Click the green check box. 8. Optional: Enter the Carrier. 9. Enter the Received Date (expected receipt date). Foursite/Viaware User Guide Inbound Order Entry 4-8

37 10. Click the Toggle Buttons icon to enter line items. 11. Enter the Product. 12. Enter the Quantity. 13. Enter the UOM. 14. To enter another line, press the down arrow and repeat the above steps. 15. If there are no new products, click the green check box to save the receipt and send to WMS. 16. If there are any new products: a. Click the Toggle Buttons icon to return to the Receipt Header. b. Press Control + N, then click Putaway. c. Enter a warning message including all new Product numbers. d. Click the green check box to return to the Receipt Header. 17. Click the green check box to save the receipt and send to WMS. Foursite/Viaware User Guide Inbound Order Entry 4-9

38 Inbound EDI Moving Documents to Production Maintain Work Documents 1. In Foursite, select E-com. 2. Select Inbound EDI Processing. 3. Select Maintain Work Documents. 4. Click Find. 5. Enter the EDI batch to search. 6. Make any changes or corrections. 7. Click the green check box to save. Edit Work Documents 1. In Foursite, select E-com. 2. Select Inbound EDI Processing. 3. Select Edit Work Documents. 4. Enter the Batch Number. 5. Enter Y (Yes) in the Print Diagnostic Output field. 6. Enter Y (Yes) in the Allow Duplicate Order#/PO s? field. Foursite/Viaware User Guide Inbound EDI Moving Documents 5-1

39 7. Click the green check box. 8. Click Display to screen. 9. Check the error list for parts that won t download and why. 10. Repair other errors on associated orders. 11. Re-run the process to ensure there are no errors. Once there are no errors, proceed to the next step. Create Foursite Documents 1. In Foursite, select E-com. Foursite/Viaware User Guide Inbound EDI Moving Documents 5-2

40 2. Select Inbound EDI Processing. 3. Select Create Foursite Documents. 4. Enter the Batch Number 5. Enter Y (Yes) in the Print Diagnostic Output field. 6. Enter Y (Yes) in the Allow Database Changes field. 7.Click the green check box. The documents are created.. You can confirm the documents have arrived by looking under Orders in Order Management or Receipts in Receipt Management. Foursite/Viaware User Guide Inbound EDI Moving Documents 5-3

41 Inbound - Creating New Parts in OMS Creating New Parts 1. In OMS, go to Configuration. 2. Select Product Setup. 3. Select Product Definitions. 4. Find a similar part in, ideally, the same account. 5. Click Options. 6. Select Copy Product. 7. Enter the new part number and change account code if necessary. 8. Click the green check box. 9. Click OK. Foursite/Viaware User Guide Inbound - Creating New Parts in OMS 6-1

42 10. Click OK. 11. Change the Description. Update NMFC 1. If necessary, click in the NMFC window. 2. Use the zoom function to choose the proper NMFC for this product. Update Dimensions 1. Click in the Stock window to highlight it. 2. Click Options. 3. Select UOM (Unit of Measure) Conversion. 4. Change the MU Code by either using the MU Code Generator Tool or highlighting and changing the numbers, based on your UOM dimensions. Depth Width Height MU Code Each E Case C Pallet P Press Tab. 6. Click OK. Foursite/Viaware User Guide Inbound - Creating New Parts in OMS 6-2

43 7. Press tab and change dimensions and weights (enter gross and net weights as same number). 8. Click the green check box. 9. Click in the MU window to highlight it. 10. Optional: Change eaches/cases per pallet. 11. Optional: Change pallet MU to reflect pallet dimensions. 12. Press Tab. 13. Click OK. 14. Press Tab to change dimensions. Weight should calculate automatically. 15. Click the green check box. 16. Optional: Click in the B/L window and update dimensions if you have three levels of measure (each, case, pallet). WMS Additional Fields 1. Click Options. 2. Select WMS Additional Fields. Foursite/Viaware User Guide Inbound - Creating New Parts in OMS 6-3

44 If copying a part from the same account, it's best to leave these fields the same; if copying from another account, make sure these fields match with parts in your account: Tag Track (Y or N depending on the account) Lot Entry Option (N= no lots, O= lots optional, R= lots required) Tag Label Format (make sure to use WINE) Loc Select Rule (make sure it matches other parts in account; see below for instructions for how to check in WMS) Tariff Code (type in same number as NMFC) Finding Location Selection Rules in WMS 1. If you're unsure which rule goes with your part, go to Location Selection. 2. Click the Q button. Foursite/Viaware User Guide Inbound - Creating New Parts in OMS 6-4

45 3. Enter the first letter of your account and an asterisk in the Loc Select Rule box. 4. Click OK. Notice the actual name of the rule for the account; this word is to be used in the Loc Select Rule line in WMS Additional Fields. Tie and High Information 1. To change the Tie and High information, click Additional Info three times. 2. Change the Tie and High information. Tie and High always relates to cases, as in cases per pallet. 3. Change the Stack figure to reflect how many pallets of this product can be stacked on one another. 4. Click the green check box. Foursite/Viaware User Guide Inbound - Creating New Parts in OMS 6-5

46 Ensuring part transferred to WMS 1. In WMS, go to Configuration. 2. Select Part. 3. Select Part Master. 4. Click Q. 5. Enter your part in the part field or the account code for the part in the box to the right of Part. The part should display. If not, call Brian Estey to check for Download errors. Foursite/Viaware User Guide Inbound - Creating New Parts in OMS 6-6

47 Inbound Receiving Receiving Preparation 1. Receipt Rules a. Everything received into WMS must have a matching Inbound Order to trigger billing. b. CSR will create an Inbound Order for every expected Receipt Notice sent by the Customer. c. New parts cannot be entered on the Inbound Order until a New Part Spec Sheet is completed. d. Blind or Basic receiving will not be used because it will not generate billing 2. The driver arrives with a BOL. The BOL contains the customer's order number. 3. Unload the trailer and stage the pallets. Leave enough space between pallets such that inventory tags can be applied. 4. If there are new parts: a. New parts must be entered by CSR before prior to receiving in RF b. Complete a New Part Spec Sheet for each new part listed in the section. Foursite/Viaware User Guide Inbound Receiving 7-1

48 c. Send the Receiving Report and the completed Spec Sheets to the CSR 5. Inspect all staged product and verify the following information matches the Receiving Report. a. Part number b. Lot c. Hold code Do not worry about quantities matching at this time. 6. If there are Wrong/unexpected Parts, Wrong Lots or Wrong Hold Codes: a. These errors need to be corrected by the CSR prior to receiving in RF b. Write the error information on the Receiving Report c. Send the marked up Receiving Report to the CSR 7. Inspect the product for damage. Segregate any damaged product from the good product. Receiving Process - Full Procedure 1. Go to RF102, Order Receiving: 2. From the RF Main Menu, press 1, then Enter for Receiving. 3. From the Receiving Menu, press 2, then Enter for Order Receiving. Foursite/Viaware User Guide Inbound Receiving 7-2

49 4. Order: Enter the WMS Order # from the Receiving Report. 5. Optional: Use the down arrow key to move to Line. 6. Optional: Enter the line # to be received from the Receiving Report. 7. Use the down arrow key to move the cursor to Recv Loc. 8. Enter the Receiving Lane where the product is staged. 9. Press the Enter key. 10. One of the following occurs: a. If there is more than one open line found, RF displays screen 102s, Select Line (see below). b. If there is only one matching line, Skip to Step 13. Foursite/Viaware User Guide Inbound Receiving 7-3

50 11. Use the down arrow and up arrow keys to scroll through the matching lines. Verify Part, Lot and Hold match the material to be received. 12. When the correct line is displayed, press the Enter key to select the line. The RF102a screen displays. 13. Damage Check: If there is any damage for this line: a. Count the damage quantity Foursite/Viaware User Guide Inbound Receiving 7-4

51 b. Receive the damage quantity first/separately following the steps below c. Receive this line again and receive the good qty 14. Count the material to be received If there is a discrepancy vs. the expected qty on the Receiving Report, mark the Receiving Report line with the actual amount and circle. 15. Qty: Enter the actual quantity to receive 16. CS: leave default 17. Tag: leave blank 18. Rel: leave default 19. Lot: verify entry is correct 20. UC1: leave blank 21. UC2: leave blank 22. UC1: leave blank 23. To Loc: leave blank 24. Press the Enter key to continue. 25. Over-Receiving Check a. If the entered quantity exceeds the expected quantity, RF will display a warning message. 1. Verify the quantity entered is correct 2. To accept the over-receipt press Y (Yes), then Enter. 3. To cancel and return press N (No), then Enter. b. If the entered quantity does not exceed the expected quantity, no message is displayed. Foursite/Viaware User Guide Inbound Receiving 7-5

52 The Date Entry screen displays. 26. Press the Enter key to complete the receipt. 27. Inventory Tags will automatically print one per pallet received. 28. Match Inventory Tags to the Received Pallets a. Verify match by Part, Lot, Hold and Quantity b. Apply tags on the bottom corner carton as indicated in the example below. 29. If the line has been: Foursite/Viaware User Guide Inbound Receiving 7-6

53 a. Fully received or over-received: 1. The line will be closed in WMS 2. The line is no longer available in RF 3. When the last line is fully received, the entire order is completed in WMS and no longer available in RF b. Partially received: 1. The line will remain open in WMS 2. The line is still available for receiving in RF 3. The line will not close until fully received or manually closed 30. RF returns to the main Receive by Order screen, RF If the order is still open (not fully received): Recv Loc, and Order are defaulted from the first entry. If the line is still open, the line # will also be populated. 32. Repeat the receiving process for all remaining lines on the Inbound Order. 33. When the last line is fully received, the order is automatically closed. Order will be blank. Foursite/Viaware User Guide Inbound Receiving 7-7

54 34. Verify Order is Closed: a. It the order is closed, skip to step 43 b. If all the material is received and the order is still open, follow the procedure below to close short lines. 35. Short Line Rules: a. Any lines that are not fully received must be closed manually in RF b. Make sure all material is received before closing a line - it cannot be reopened c. OMS will track the discrepancy (shortage) on the Receipt Notice sent to the Customer 36. Closing a Short Line: Enter a short line as if receiving it; enter Order, Part and Recv Loc then press Enter 37. If there is more than one short line for the part: RF displays screen 102s, Select Line. Select the line to close and press Enter 38. RF102a screen is displayed (normal receipt screen) 39. Press F7 to Close the Line. 40. RF Displays a warning message Foursite/Viaware User Guide Inbound Receiving 7-8

55 41. Press Y (Yes), then Enter to close the line 42. Repeat the Close Line process for all short lines 43 Sign the completed Receiving Report and send it to the CSR. The completed report informs the CSR that the Receipt is Complete. The CSR will then print a Receipt Notification for the customer. Common Problems and Solutions Pallet Received Contains Multiple Parts or Lots Problem: A receiving pallet contains more than one part. How is Receiving handled in this situation? Or, a receiving pallet has more than one lot or hold code. How is Receiving handled in this situation? Solution: 1. Segregate the mismatched material onto separate pallets. 2. An inventory tag can only have one part, one lot, and one hold. 3. Receive each new/separate pallet individually. 4. One inventory tag will be generated per pallet. If the original mixed pallet had 3 parts, three labels will print. 5. Each of the new pallets created will have a separate store task. Receiving Process - Quick Procedure 1. Open RF102: Order Receiving Foursite/Viaware User Guide Inbound Receiving 7-9

56 2. RF102 Entries a. Order = Enter WMS Order # b. Line = Enter line # (optional) c. Recv Loc: Enter the Receiving Lane d. Press Enter 3. If more than one open line is found, RF102s is displayed: a. Use the up arrow and down arrow keys to find the correct line by part/lot/hold b. Press Enter to select 4. If any Damaged Material exists for the line: a. First Receive Damage quantity separately b. Repeat the receiving process for the line for the good quantity 5. RF102a Entries: a. Quantity: Enter the actual quantity to receive b. Lot: Verify 6. If the entered quantity exceeds the expected quantity: a. RF will display a warning message. b. Verify the entry is correct c. Press Y (Yes) to accept or N (No) to cancel d. Press Enter to continue 7. Inventory Tags are printed for the receipt. 8. Labels: a. Match and apply the correct Inventory Tag to each pallet b. Apply a red Shipping Container label to each pallet 9. Repeat the receiving process for all material that arrived on the order 10. Verify if the Inbound Order is closed (fully received) a. A line will automatically close when fully received b. If there are any open/short lines, they must be closed Foursite/Viaware User Guide Inbound Receiving 7-10

57 c. If all lines are closed, skip to step Closing Short Lines RF102 a. At RF102: enter the short line as if receiving b. At RF102a: Press F7, then Enter to close the line c. At Warning message: Press Y, then Enter d. Repeat for all remaining open/short lines 12. Sign the completed Receiving Report and send it to the CSR Foursite/Viaware User Guide Inbound Receiving 7-11

58 Inbound Putaway Automated Putaway Logic Putaway Rules 1. WMS automatically selects a storage location for all receipts. 2. WMS automatically releases a store task for each tag (pallet). as part of the receiving process. 3. The storage location for a part is determined based on its Location Selection Rule. 4. WMS attempts to consolidate like material in a location before using an empty location. 5. If no available location can be found, a store task will be created with the Destination = the Receiving lane 6. Important: received inventory should be putaway in a timely manner. A pallet with an open store task is not available for WMS order allocation. Putaway (RF201) 1. WMS assigns store tasks to an operator based on the operator's task management profile a. Is Store assigned as a task in the user's profile? b. What priority is Store vs. other tasks types? c. What work zone(s) are assigned to the operator for Store? 2. WMS decides which store task to assign first based on the task priority and storage location a. What priority is a store task vs. other available store tasks? b. Task aging automatically increases priority for older tasks. c. Within the same priority - what is the store sequence (warehouse sequence) for the task 3. WMS also considers equipment when assigning a store task a. A store task is assigned only if the operator's log-on equipment is compatible with the store task. b. If no one logs on with the matching equipment (like Rack), the task will never be assigned by task management Foursite/Viaware User Guide Inbound Putaway 8-1

59 4. WMS always assigns a Receiving location vs. a specific Tag for store tasks. This allows the operator to store the most accessible tag first. Putaway Damage 1. All product received with a damage hold code is automatically routed to the damage area by WMS 2. Damage product must be moved to the damage area, using the same putaway procedure as normal product Putaway Process - Full Procedure Putaway tasks can be performed by Task Management or Operator Directed modes. 1) Operator Directed: a) From the RF Main Menu, press 2, then Enter for Store. b) From the Store Menu, press 1, then Enter for Store. RF201, Store displays. Operator must find the Receiving Location in this mode - RF will not assign. 2. Drive to the Receiving Location and Scan the white Inventory Tag for the first pallet, then press Enter. Each pallet has one tag/license plate. Foursite/Viaware User Guide Inbound Putaway 8-2

60 3. Tag Validation a. If there are no errors, RF displays screen 201a; go to step 4. b. If there is an error, WMS displays a warning message: 1. Your equipment cannot perform the store i. Pallet is scheduled for a location incompatible with your equipment type ii. Press Enter and see the Common Errors procedure 2. Unable to verify container or tag i. Mis-scan or Tag is not in WMS? ii. Press Enter and see the Common Errors procedure 3. Tag is not at this location i. Tag is not the location specified by task mgmt ii. Press Enter and see the Common Errors procedure 4. Tag has not been released for putaway i. No store task exist for the tag ii. Press Enter and see the Common Errors procedure 5. This tag is scheduled for a pick i. All or part of the tag is schedule for a pick ii. Press Enter and see the Common Errors procedure 4. Available Location Check a. If RF displays the Receiving Lane as the To location, WMS was unable to find an available location for the inventory. 1. Task must be completed, skip to step 6 2. See common errors procedure when finished b. If the To location is valid, Load the pallet onto the lift truck. Foursite/Viaware User Guide Inbound Putaway 8-3

61 5. Drive to the To Location specified by RF. 6. Enter the location or check digit, then press Enter. 7. Location Validation a. If the location or check digit matches, RF displays a confirmation b. If RF displays a warning message Invalid Location, the wrong check digit has been entered 1. Verify the location matches the To location 2. Press Enter to continue 3. Re-enter the check digit Foursite/Viaware User Guide Inbound Putaway 8-4

62 The tag is now available for wave planning (orders) in WMS. RF returns to screen 201 for the next tag entry. 8. Repeat the putaway process for the remaining pallets. Common Problems for Putaway 1. Problem: RF displays the following message: Your equipment cannot perform the store. Solution: a. User's login equipment does not match the equipment required for the store task. 1. For example, logging in with floor equipment will not allow access to a rack location. 2. Or, logging in with partials only equipment will not allow access to full pallet store tasks. b. Set the pallet aside and mark it as rack, etc. so it can be easily identified later. c. After all the normal putaways are done: 1. Get the equipment required to putaway the remaining pallets 2. Logout of RF and then log back in with the appropriate equipment to access the remaining pallets Foursite/Viaware User Guide Inbound Putaway 8-5

63 2. Problem: RF displays the following message: Unable to verify container or tag. Solution: a. Common reason is an invalid Tag # has been entered b. Scan the Inventory Tag again, and verify RF displays the correct Tag number 1. If the barcode scans incorrectly, reprint the tag in WMS 2. If the barcode scans correctly, and the same message occurs again, note the Tag # and contact the warehouse lead c. WL queries the Tag in WMS. 1. Select Material Mgmt. 2. Select Inventory. 3. Click Query. 4. Enter the tag number. 5. Click OK. d. If WMS warns Database query returned zero rows, the Tag no longer exists in WMS. 1. Check today's transactions in the Daily Transaction Log for the Tag. 2. Check older transactions in the History Transaction Log for the Tag. 3. Determine how the tag was deleted from the log files 4. Reconcile and adjust in the tag as necessary 3. Problem: RF displays the following message: Tag is not at this location. Solution: a. Common reason is Tag not in the location specified by task management. b. Drive to the location specified by task management and scan a tag. c. If the message still appears: Foursite/Viaware User Guide Inbound Putaway 8-6

64 1. Press F3 to exit. 2. Enter menu option 10 (Query). 3. Enter the Tag #, then Enter. 4. Verify the location of the Tag according to WMS. c. If the tag is misplaced in the wrong Receiving Location: 1. Store the tag using RF Move the tag to the correct Receiving Location. d. If WMS shows the tag is already in a Storage Location: 1. An operator already completed the task without actually moving the pallet. 2. Move the pallet to the storage location. 4. Problem: RF displays the following message: Tag has not been released for putaway. Solution: a. Tag has no store task. Common reasons for this include: 1. Store task has already been completed but the pallet was not moved. 2. Tag failed the automated location selection during receiving and WMS created a task to drop it back to the receiving lane. Once completed the tag remains in receiving with no task. 3. RF operator entered Release = N during Receiving. 4. Release for Putaway flag is configured incorrectly for the part. b. Press F3 to exit to the main menu. c. First query the tag in RF to determine why there is no task: 1. Enter menu option 10 (Query). 2. Enter the Tag #, then press Enter. 3. Verify the location of the Tag according to WMS. d. If WMS shows the tag is already in a Storage Location: 1. An operator already completed the task without actually moving the pallet. Foursite/Viaware User Guide Inbound Putaway 8-7

65 2. Move the pallet to the storage location. e. If the tag is in a Receiving Location: 1. Press F3 to exit to the main menu. 2. Enter option 2 (Putaway), then option 3 (Release for Putaway). 3. Scan the tag. 4. Press F3 to exit. 5. Return to task management or RF201 to store the tag. 5. Problem: RF displays the following message: This tag is scheduled for a pick. Solution: a. All or part of the Tag is allocated to an order for picking. b. The tag cannot be stored until the pick task is completed. c. Set the pallet aside and mark it as so it can be easily identified later. 6. Problem: The To location = the Receiving Location. Solution: a. WMS was unable to find an available location for the pallet. b. Complete the store task to the Receiving Location if it is not already done. c. Note the Tag # and inform the Warehouse Lead. d. WL: Review the Location Selection rule for the part in WMS. e. WL: Review the Tag in WMS inventory for information such as hold code and manufacturing date. f. WL: If there is nothing wrong with the Location Selection Rule or the inventory record, the warehouse is filling up. 1. Look in the warehouse for inefficient use of space - like 1 pallet using an entire floor location. 2. Assign operators to move small quantities to Rack or End Cap locations using RF601 (See the Warehouse Processes/Re-warehousing Procedure). Foursite/Viaware User Guide Inbound Putaway 8-8

66 3. Consolidate locations where possible (See the Warehouse Processes/Re-warehousing Procedure). g. Power User: If space is still tight, consider adding a Flex- Zone to the Location Selection Rule. h. When more space is made available for the pallet, use RF203 to re-release the tag for putaway. 7. Problem: Task Management sends operator to a receiving location where there is no pallet. Solution: a. Press F3 to exit to the main menu. b. Query the location in RF to determine which tags WMS indicates are still there. 1. Go to menu option 10 (Query). 2. Press the down arrow to Loc. 3. Enter the Location, then press Enter. c. If no inventory records are found, the last task was already completed by another operator. 1. Return to task management. 2. The empty location should no longer appear for a store task d. If tags are found in the query: 1. Write down all the missing Tag numbers listed. 2. Check Nearby Receiving Locations for the missing pallets. e. If the missing tags cannot be found inform the Warehouse Lead. f. WL: query the store task in WMS for each missing tag. 1. In Query, select Commands. 2. Click the Query button, then enter the Tag #, then click OK. 3. Review the destination location of the tag g. Check if the pallet is already in the destination location/ moved without completing a RF store task. Foursite/Viaware User Guide Inbound Putaway 8-9

67 1. If it is already physically moved, complete the store task in RF. 2. If the tag is not found in the destination location, perform a warehouse search for the missing pallet. Putaway Quick Procedure 1. Open Task Management or RF201 (Store). 2. Drive to Receiving Location. a. Specified in Task Management. b. Not Specified using RF Tag = scan the tag to store. 4. Press Enter to continue. 5. If there is no error message, load the pallet onto the lift truck. 6. If an error message is displayed, see the Common Errors Procedure. 7. Drive to the To location. 8. If RF displays the Receiving Location as the "To" location, see the Common Errors Procedure 9. Enter the location check digit 10. Press Enter to continue 11. If the check digit matches, RF displays a confirmation 12. If RF displays a warning message "Invalid Location", the wrong check digit has been entered 13. RF returns to screen 201 for the next tag entry 14. Repeat for remaining pallets in the Receiving Location Foursite/Viaware User Guide Inbound Putaway 8-10

68 Foursite/Viaware User Guide Inbound Putaway 8-11

69 Outbound Order Entry Manual Outbound Order Entry - Full Procedure 1. Open the Orders Program: In OMS, select Order Management. 2. Select Orders. 3. Create a new order. All fields marked with an asterisk are required. Tab after each field entry. 4. Doc # is automatically assigned by OMS. 5. Type is automatically assigned by OMS. 6. Warehouse defaults based on CSR logon. 7. Enter Cust or select Customer Code. 8. Skip Status; leave as the default (O). 9. Enter the Customer's order number. The Consignee Table displays. Foursite/Viaware User Guide Outbound Order Entry 9-1

70 10. Enter Consignee or select the Consignee Code. 11. Press Tab to fill in Consignee Info. 12. Click the green check box to save Consignee and return to Order Header. 13. Enter or select the Carrier Code. 14. Carrier Desc is automatically populated based on Carrier Code. 15. Leave Stage Loc blank. 16. Enter or select Freight Terms. 17. Accept the default for the Scheduled Date. Can be used for scheduled pick date (informational only). 18. Accept the default for the Scheduled Time. 19. Leave Deliver blank. Can be used for requested delivery date (informational only). 20. Enter the date the order is expected to ship in the Shipped Date field. This date will be updated with actual shipped date when the Order is ship completed in WMS. 21. Always enter 00:00 for the Shipped Time. 22. Press Control + N to enter shipping notes. Foursite/Viaware User Guide Outbound Order Entry 9-2

71 23. Enter free-form shipping notes in the lines provided. This prints on the BOL. 24. Click the green check box to save Shipping and return to Order Header. 25. Click Options. 26. Select Document Information. 27. Enter the SMR number, MANSYS number, and the program number. Foursite/Viaware User Guide Outbound Order Entry 9-3

72 28. Third Party Billing Only: follow the instructions below. 29. Enter B for the Directory Type. 30. Select or enter code for the third party Directory Code. 31. Enter SD for the Address Type. 32. Enter TPB, then press Tab to populate Third Party Bill address. 33. Click the green check box to save the Third Party Address and return to Order Header. Foursite/Viaware User Guide Outbound Order Entry 9-4

73 34. Enter Consignee PO Number. 35. Accept the default (N) for the Origin Code. 36. Accept the default for the Mode. 37. Click the green check box to save and return to order header. 38. Click the Header/Line Detail icon to enter line items. The Additional Document Information screen displays. 39. Click the green check box to save and continue to order line entry. Foursite/Viaware User Guide Outbound Order Entry 9-5

74 40. Enter or select the Product (Item Number). 41. Enter the Lot number, if applicable. 42. Available Qty is Displayed for the line: a. If the line is short (available quantity is less than requested quantity), recheck the line entry for accuracy b. If the line is still short, go to the Shortage Handling Procedure or continue and reconcile all shortages at the end. Enter the order line quantity. 43. Enter the line Unit of Measure or press Tab to accept default. 44. Press Tab to accept the MU default. MU is the Calculated pallet quantity. 45. Press Tab to accept the MU U/M default. Repeat the line entry steps above for each line on the order. 46. Click Options. 47. Select Line Information. 48. Enter the BOCY, PASP, and SUBS. 49. Click the green check box to complete and save the order. 50. If the commit process is OK: a. A popup confirmation message flashes Foursite/Viaware User Guide Outbound Order Entry 9-6

75 b. The order is sent to WMS 51. If any short lines are found during the commit process: a. A popup warning message is displayed. b. The order is not sent to WMS. c. The order is flagged with BO. d. Each short line displays a short qty. e. Click the green check box to close the warning message. f. See the Shortage Handling procedure to reconcile the order 52. The order changes to: Type = CO (commited) Status = DC (download complete) Foursite/Viaware User Guide Outbound Order Entry 9-7

76 Outbound - Third Party Setup and Shipping Setting up Third Party Billing in OMS to print on the Bill of Lading 1. In OMS, go to Configuration. 2. Select Master Setup. 3. Select Broker Definitions. 4. Click Add. 5. Pick a code for the third party and enter in broker. 6. Enter the address information and save. 7. Go to Configuration. 8. Select Master Setup. 9. Select Contact Directory. 10. Click Add. 11. In Code Type, enter B. 12. In code, enter the code you used in Step Enter the proper warehouse. 14. In Type, enter SD. 15. In Contact, enter the code you used in Step 1. Foursite/Viaware User Guide Outbound - Third Party Setup 10-1

77 16. Leave Title blank, and enter the same address information you used in Step Save. 18. In the order, enter TP (for Third Party) in Freight Terms. 19. Click Options. 20. Select Address Information. 21. In Directory Type, enter B. Foursite/Viaware User Guide Outbound - Third Party Setup 10-2

78 22. In Directory Code, enter the third party code you set in Step In Address Type enter SD. 24. In Contact enter the third party code you set in Step Press Tab. The address information will fill in automatically Save. This will now print in the Third Party section of the Bill of Lading. Printing Shipping on the Bill of Lading Use these instructions to print special instructions or notes to appear on the Bill of Lading. 1. Within the Order Itself, hold the Control button and enter N (for ). 2. Select Shipping. Foursite/Viaware User Guide Outbound - Third Party Setup 10-3

79 A free form notepad will display. 3. Enter the note you want to print on the BOL, then click the green check box. will appear in the Special Instructions box of the BOL. Foursite/Viaware User Guide Outbound - Third Party Setup 10-4

80 Outbound - Foursite Order Consolidation 1. In Foursite, select Order Management. 2. Select Load Tracking. 3. Choose Add. 4. Press Tab and Accept Default (Truck). 5. Change Type to O. 6. Enter the carrier. This changes all orders to this carrier. 7. Enter the lowest doc number in the batch in the Transport ID field. This becomes your shipment ID thoughout viaware. 8. Leave the Wave field blank. 9. Enter the lowest doc number in the batch in the Consol # field. This becomes your shipment ID thoughout viaware. 10. Enter the warehouse number in the Print to Whse field. 11. Click the Header/Line Detail button to enter Trailer line. 12. Enter the unique trailer number in the Trailer # field. Foursite/Viaware User Guide Outbound - Order Consolidation 11-1

81 13. Enter the Document order. 14. Accept the LTL Charge defaults of zero. 15. Repeat steps until all documents are entered. 16. To delete a doc off the trailer: a. Click Update. b. Highlight line by pressing and holding the control key and the Delete key; this deletes the line. 17. To query up orders by a consolidated shipment: a. Select Orders. b. Select Find. c. Select Additional info. d. Enter the Consol #. e. Press Enter. f. Press Enter. All orders that have the same Consol # display. 18. Select Options. 19. Select Group Processing. 20. Select Transfer To. Foursite/Viaware User Guide Outbound - Order Consolidation 11-2

82 21. Select WMS. A popup displays that (x) orders of (x) orders will be sent to WMS. Make sure all orders are sent. Foursite/Viaware User Guide Outbound - Order Consolidation 11-3

83 Outbound Order Planning Wave Planning - Full Procedure Wave Planning Rules 1. All orders in WMS must be wave planned to be picked. 2. A wave is a group of orders released to the warehouse for picking. 3. A recommended wave = all orders for a department (wine, distribution, etc.) scheduled to ship on the same day. 4. All orders must have a Destination (Shipping Lane) which is assigned during wave planning. 5. Wave planning allocates (reserves) inventory to orders. 6. Waves are planned, then verified and then released for picking. 7. Multiple waves may be planned and released at the same time. 8. A wave does not have to be complete for an order to ship. Therefore if there is a delayed order in a wave, it will not prevent the rest of the orders in the wave from shipping. 9. An order cannot be modified while it is wave planned or released. 10. An order can be removed from a wave if necessary while the rest of the wave remains intact. Wave Building 1. From the main WMS menu, select Outbound. 2. Select Wave Building. 3. Click the Query icon to query orders for the wave. The Order Selection Query window displays. Foursite/Viaware User Guide Outbound Order Planning 12-1

84 4. Optional: To query a specific customer vs. an entire department: a. Click on the From Info tab. b. Enter the customer code in the From Cust Number field. 5.Click OK to retrieve the specified orders The Wave Building dialog is populated with queried orders. All orders start with a dummy Destination (ASSIGN) which must be updated to a real shipping lane. If the Destination is not updated, the picks cannot be performed. Assign Shipping Lanes 1. From the Action menu, select Modify. 2. Enter a Shipping Lane for each order in Destination. Foursite/Viaware User Guide Outbound Order Planning 12-2

85 3. Click OK to save lane assignments. Select Orders for the Wave 1. To include orders in the wave: a. Hold down the Ctrl key and click the item to include an order (changes to yellow). b. Click the item again to unselect as needed (changes back to green). 2. To Select all orders: a. From the Edit menu, select Select All Wave Plan 1. From the Action menu, select Plan. The Plan Wave window displays. Foursite/Viaware User Guide Outbound Order Planning 12-3

86 2. Assign a wave ID that indicates the department and scheduled ship date. For example, enter WN for Wine shipping on Click OK to plan the wave. A confirmation message displays if the wave is successful. 4.Click OK. All orders in the wave change to the status of Planned. Inventory is allocated, but picks are not yet released to RF. Verifying and Releasing Waves - Full Procedure Wave Summary 1. From the main WMS menu, select Outbound. 2. Select Wave Status. 3. Select Wave Summary. 4. Click the Query icon to query the wave created during wave planning. The Wave Status Query window displays. Foursite/Viaware User Guide Outbound Order Planning 12-4

87 5. Enter the Wave ID, then click OK to retrieve the wave. The Wave Summary dialog is populated with the queried wave Verify Status for the wave 1. If Status is Planned, continue below. 2. If Status is Sched Plan: a. WMS has not finished processing the wave b. Wait several minutes then query again until Status is Planned. Foursite/Viaware User Guide Outbound Order Planning 12-5

88 Verify each order is Filled 1. If the Filled status is Yes for all orders in the wave, continue below. 2. If the Filled status is No, stop. Do not release the wave until all orders are filled. Release the Wave 1. In the Action menu, select Release. The Release Wave screen displays. 2. Click the Only Release When Filled check box. 3. Click OK to release the wave. The wave release will take time to process: The larger the order, the longer the time. Verify Successful Release 1. In the Query menu, select Re-Execute Most Recent Query. The Wave Summary screen is refreshed. Foursite/Viaware User Guide Outbound Order Planning 12-6

89 2. Verify the Status is now Released. All picks for the wave are now released to RF WMS automatically generates any Forward Pick Replenishments triggered by the orders in the wave Shortage Reconciliation - Full Procedure Short Order Rules 1. All Orders are validated in OMS and cannot be sent short to WMS. 2. If a planned order shows Filled = N, it needs to be reconciled before release. 3. If the order is not filled/short in WMS: a. The inventory is most likely in the warehouse but currently unavailable. b. Or inventory has been adjusted out after OMS downloaded the order to WMS. Check for Unavailable Material 1. From the Wave Status menu, select Dialog. 2. Select Material Unavailable to Order Planning. The Material Unavailable to Order Planning window displays. Foursite/Viaware User Guide Outbound Order Planning 12-7

90 3. If there is more than one order in the wave, click the forward arrow to cycle through orders in the wave and view the short order. 4. If there is unavailable material listed for a short order: a. Matching material has been received but not yet putaway. b. Line indicates the matching short line # from the order. c. Assign a warehouseman to putaway the material. d. If all short items in the wave are now accounted for, skip to the Ready to Replan section below. 5. If there is no listing for a short order, continue below. View Short Order Lines 1. From the Main WMS menu, select Outbound. 2. Select Orders. 3. Select Line Item List. 4. Click the Query icon to query short order lines in the wave. The Outbound Order and Line Item Query window displays. 5. Enter the Wave ID. 6. Click on the Part tab and select Backordered as the Line Status. Foursite/Viaware User Guide Outbound Order Planning 12-8

91 7. Click OK to run the query. WMS displays all backordered (short) order lines for the wave. 8. Click the Header/Line Detail icon to see the detail view. Keep this detail window open for research steps below. Check for Hold Locations 1. From the main WMS menu, select Configuration. 2. Select Physical. 3. Select Location. Foursite/Viaware User Guide Outbound Order Planning 12-9

92 4. Click the Example icon to query by example. The Query By Example window displays. 5. Click Loc Status. 6. Change logic (middle box) to!=. 7. Leave the qualifier (last box) blank. 8. Click Empty. 9. Change logic (middle box) to!=. 10. Enter E as the qualifier (last box). Verify the query screen is identical to the example above. 11. Click OK to run the query. If records are found, WMS displays all locations (if any) where status is nonblank and the location is not empty. If no records found, there is no inventory locked in a hold location. Skip to the Check Inventory Levels section below. Foursite/Viaware User Guide Outbound Order Planning 12-10

93 If a Loc Status is anything other than blank, WMS will ignore all inventory in the location during wave planning Check Inventory in Hold Locations 1. From the main WMS menu, select Material Management. 2. Select Inventory. 3. Click the Query icon to query inventory located in the hold location. The Inventory Detail query window displays. 4. Enter the hold location found in the previous step. 5. Click OK to run the query. Foursite/Viaware User Guide Outbound Order Planning 12-11

94 WMS displays all inventory in the hold location. Keep this window open and continue below. 6. Return to the short Order Line Detail window. 7. Check the Part, Lot & Hold Code for the order line and compare it to Inventory records found in the hold locations (if any). a. Lot matching rules: 1. If Lot = *, WMS will accept any lot for the order. 2. If a Lot is specified, it must match the exact lot in the inventory record. 3. If Lot = blank, it will only accept a blank lot. a. Hold Code value must match exactly, including blank. Foursite/Viaware User Guide Outbound Order Planning 12-12

95 8. Click the forward arrow to advance to the next short line. Compare all short lines against all inventory found in hold locations. 9. If matching inventory is found in a hold location: a) Location hold status must be removed to make the inventory available. b) Return to the Location window. c) Highlight the location to modify by clicking it. d) From the Action, select Modify. e) Delete all text in Loc Status. f) S.ave the change. g) If all short items in the wave are now accounted for, skip to the Ready to Replan section below. If no short inventory found: keep the short Order Line Detail window open and continue below to check inventory levels. Check Inventory Levels 1. From the Main WMS menu, select Material Management. 2. Select Inventory. 3. Click the Query icon to query inventory levels for the short line. The Inventory Detail query window displays. Foursite/Viaware User Guide Outbound Order Planning 12-13

96 4. Enter the Part, Lot & Hold Code exactly as it appears on the short order line. 5. Click OK to run the query. WMS displays all matching inventory records. 6. Click the Type column header to sort by location type. 7. Stretch the window to make it wider, then scroll across until columns Type through Alloc Qty are showing. Foursite/Viaware User Guide Outbound Order Planning 12-14

97 8. Check available quantity for inventory where Location Type = First In First Out, Forward Pick and Bulk: Available Quantity = Total Qty + Intransit Qty - Allocated Qty. 9. Repeat to check inventory for all unexplained short lines. 10. If Available Quantity is not sufficient to fill the order: a. The order must be cut. b. It is likely that the inventory was adjusted down after the order was sent to WMS. c. Continue to Cutting an Order below. 11. If Available Quantity is found, scroll over to the far right and check the Expiration Date on the inventory. a. If the inventory is expired, a configuration error exists. b. Expired inventory will be ignored by wave planning. c. Inform the Super User to fix the issue. Inventory should never expire if configured correctly. d. When the expiration issue is resolved, skip to the Ready to Replan section below. Cutting an Order 1. Return to Wave Summary. 2. Select orders to remove from the wave: a. Hold down the Ctrl key and click the line item to select an order (changes to yellow). b. Click the line item again to unselect as needed (changes back to green). Foursite/Viaware User Guide Outbound Order Planning 12-15

98 3. From the Action menu, select Remove From Wave. WMS displays a confirmation message. 4.Click Yes. Wave status no longer shows the removed order(s). Status for the removed order(s) changes to On Hold. 5. Inform the CSR of the order number and shortage. 6. CSR uncommits the order in OMS to remove it from WMS. 7. CSR will contact the customer and cut the order as needed. The order will show up on the Ready to Wave Plan report when it is fixed. Ready to Replan? 1. Verify all shortages in the wave have been reconciled: a. For material in Receiving: material is now putaway. Foursite/Viaware User Guide Outbound Order Planning 12-16

99 b. For material in a hold location: location hold has been removed. c. For expired material: Expiration date fixed. d. For a true shortage: order has been removed from the wave. Replan the Wave 1. Return to the Wave Summary. 2. From the Action menu, select Replan. 3. Verify and release the Wave. Order Changes Rules for Changing/Canceling an Order 1. All orders are created in OMS and sent to WMS. 2. All order changes must be made in OMS expect: a. Changing the carrier for an order. b. Reducing the planned qty for an existing order line. 3. OMS cannot update an order that is in planned or released status. The order must be removed from the wave in WMS. 4. OMS cannot update an order once any material has been picked for the order. 5. Removing an order from a wave does not unpick material. a. There are labor intensive process to unpick in WMS (see Warehouse Processes - Return to Stock procedure). b. Warning - to allow any update by OMS, the entire order would have to be unpicked and returned to stock. Determine if the change can be done in WMS 1. Changes allowed in WMS: a. Changing a carrier: go to the Changing a Carrier section below. b. Reducing the planned qty for a planned/released order: go to the Reducing Planned Quantity section below. 2. All other order changes must be done in OMS: go to the Order Changes Required in OMS section below. Foursite/Viaware User Guide Outbound Order Planning 12-17

100 Changing a Carrier 1. From the main WMS menu, select Outbound. 2. Select Shipment Maintenance. 3. Click the Query icon to query by order. 4. Enter the order numer, then click OK to retrieve the shipment. Shipment Maintenance displays. If a shipment contains more than one order, all orders are shown. 5. A shipment can only be modified before picking has started or after picking has completed. Check The Eligible column: a. A green check mark indicates the order is ready. b. A red x indicates the order is not available (picking in process). 6. If all the orders in the shipment are ready, select Modify Shipment from the Action menu. The Shipment changes to Update Mode. 7. Select the new carrier for the shipment, then click OK. WMS displays a confirmation message when finished.. Per the confirmation message, any paperwork (Packlist, BOL, etc) generated for the shipment is voided. Foursite/Viaware User Guide Outbound Order Planning 12-18

101 8. Click OK to confirm. The carrier is now updated for all orders in the shipment. Reducing Planned Quantity This procedure is only valid for wave planned orders. 1. From the main WMS menu, select Outbound. 2. Select Wave Status. 3. Select Order Summary. 4. Click the Query icon to query by order. 5. Enter the order number, then click OK to retrieve the order summary. Order Summarydisplays. 6. Check for Picked Qty: Foursite/Viaware User Guide Outbound Order Planning 12-19

102 a. If the line is fully picked, it will have to be unpicked to reduce the order qty (see Warehouse Processes - Return to Stock Procedure) b. If the line is partially picked or not picked, continue below 7. From the Action menu, select Adjust Qty. 8. Enter a new Plan Quantity as requested to reduce/cut the line. a. Cannot change the plan quantity below any picked quantity. b. Cannot change increase the plan quantity above the order quantity. c. Cannot add a new line. 9. Click OK to process changes. 10. Pick tasks are modified or deleted to match the new Plan Quantity. The Packing List will indicate the original Order quantity and a Not Shipped Quantity. Order Changes Required in OMS If order changes are required in OMS, first check the status of the order. 1. From the main WMS menu, select Outbound. 2. Select Orders. 3. Select Order and Line Item Split. 4. Click the Query icon to query by order. 5. Enter the order number, then click OK to run the query. Foursite/Viaware User Guide Outbound Order Planning 12-20

103 Order and Line Item Split displays for the order. 6.Check the order status. 7.Check for picked material: a. Scroll the line detail over to check for picked material. b. If the picked quantity for all lines is zero, no material has been picked. Foursite/Viaware User Guide Outbound Order Planning 12-21

104 8. If status = On Hold and Picked = 0, order is available for changes in OMS. 9. If status = Planned or Released and Picked = 0: a. From the Action menu, select Put Order On Hold. b. Click OK at the popup message to confirm. c. Order is removed from the wave. d. Order is changed to On Hold. e. The order is now available for changes in OMS. 10. If Picked Material exists: a. The entire order must be unpicked in WMS before any changes can be made. This is a labor intensive / last resort option. b. Action menu. c. See the Warehouse Processes - Return to Stock Procedure. d. When the order is completely unpicked, it can be updated in OMS. Foursite/Viaware User Guide Outbound Order Planning 12-22

105 Viaware Auto Probill Generation Setup 1. In Viaware, select Configuration. 2. Select Transport. 3. Select Carrier. 4. Select Action. 5. Select Modify. 6. Click the Probill tab. If setting up a block of numbers, Formula, Prefix, Suffix, and Increment don't need to be filled in, although they can be used if necessary. 7. In the Probill Required field, select Yes. This activates the rest of the boxes below. 8. Enter your range of numbers in the boxes, then click OK. Foursite/Viaware User Guide Auto Probill Setup 13-1

106 The numbers will be assigned when waves are released in Viaware; you can check this by looking in the Ship Complete screen under the Probill column. Foursite/Viaware User Guide Auto Probill Setup 13-2

107 Outbound Task Management Configuration Task Management Profiles 1. Task Management Basics: a. Task Management automatically assigns work to RF operators. b. Each operator is assigned a task management profile - like a prioritized work list. c. Task Management allows a supervisor to set the type of work an operator will perform. d. WMS will continually supply tasks as long as they exist for the profile. e. Task management can only assign tasks compatible with the operator's logon equipment. 1. This prevents an operator in A1 from getting a task in A2. 2. This also prevents an operator logged in with Floor equipment from getting any Rack tasks. 3. If work is not getting completed (for example an order never finishes picking) verify equipment requirements. f. Within a work task (for example Pick By Order): WMS will assign the matching work with the highest priority (for example the highest priority order available) 2. Open Task Management a. Select Configuration. b. Select Rules. s. Select Task Management. 3. Check for user profile; click the Query button to query by user. The Task Management Detail window displays. Foursite/Viaware User Guide Task Management Configuration 14-1

108 4. Select an Operator from the Operator drop-down menu. The Task Management List displays the operator's current profile. If no rows found, a profile needs to be created. 5. Review the profile. WMS assigns work to the operator based on availability and priority. a. The lower the number, the higher the priority b. The highest priority work will be assigned as long as there are matching tasks available to the operator c. If there are no matching tasks, WMS checks the next highest priority work, and so on. d. If no available work is found at any priority, WMS cannot assign work. Foursite/Viaware User Guide Task Management Configuration 14-2

109 e. If higher priority work becomes available, WMS returns to assigning the higher priority as long as the work is available. 6. Update the operator's profile. a. Select Action. b. Select Create to create a new task. OR a. Select Action. b. Select Modify to update an existing task. 7. Select operator when entering a new task 8. Enter a priority relative to other tasks in the user's profile. Enter increments of 10 to allow for changes between tasks. 9. Select one of the following tasks used by NYK: a. Pick By Order b. Replenishment c. Store d. Cycle Count 10. In the Exclusive field, select Yes or No depending on task type: a. Pick By Order: Foursite/Viaware User Guide Task Management Configuration 14-3

110 1. If Yes: operator gets all picks for the order within the zone specified below. Recommended when picking the case zone or all zones. 2. If No: multiple operators can pick the same order. Recommended for bulk zone only. b. Replenishment: recommend always = No c. Store: recommend always = No d. Cycle Count: recommend always = No 11. Select Interleave in the Force/Interleave field. 12. Select the default in the Interleave Sequence field. 13. Assign Work Zone based on task type: a. Pick By Order: 1. 1C01 = pick Case Zone only (Fwd Pick and Mission Bell) 2. 1B01 = pick Bulk Floor Zone only 3. 1R01 = pick Rack Zone only 4. 1* = pick All Zones (entire order) b. Replenishment: recommend leave blank = all c. Store: 1. 1S01 = store from Rvc Lanes 1-14 only 2. 1S02 = store from Rcv Lanes only 3. 1* = store from all Lanes d. Cycle Count: recommend leave blank = all 14. Wave applies to Pick By Order only. The first two characters of a wave can indicate the type of pick task. For example, all waves for kitting start with KW. a. Enter (example KW*) to pick kits. b. Leave Blank to pick any wave in the warehouse 15. Click OK to save. Foursite/Viaware User Guide Task Management Configuration 14-4

111 The new/updated task is now in to the operator's profile and displayed on the list view. Repeat the above steps to add or update additional tasks in the profile. 16. Create a balanced work profile to keep the operator busy. Some Examples: a. If the operator's first priority is picking from the case zone, set up a secondary priority to pick the bulk zone when all case picks are done. b. If the operator's first priority is picking, set up a secondary priority like store in case all picks run out. Then set up another task like replen if there are no more picks or stores. c. Set up some operators who pick as the first priority, and some who store as the first priority. At least one operator should have Replenishment as the first priority. If work in the warehouse is not balanced, come back to tweak the profiles until a balance is reached. Typically, only task priority needs to be tweaked once the work is defined. When configured correctly, task management requires little maintenance and allows the supervisor to concentrate on other issues while WMS assigns a constant work flow. Foursite/Viaware User Guide Task Management Configuration 14-5

112 Outbound Picking Picking Logic Picking Rules 1. WMS generates pick tasks during wave planning. 2. WMS releases pick tasks to RF at wave release. 3. A pick task will only be created if available/matching inventory is found 4. Picks are always displayed to RF in warehouse sequence 5. A pick task suggests a specific Tag # 6. Tag swapping is allowed with the following rules: a. Part must match b. If lot = *, lot can be swapped (RF will not prevent) c. If lot is specified in the order, lot must match d. Hold code must match e. Tag qty must be compatible 7. If a tag is not found in the requested location, it will have to be picked short to continue a. Pick short will trigger a location cycle count b. Pick short will re-allocate the pick to a new location 8. All picks are picked to a shipping container 9. A shipping container must be delivered to the staging lane for the pick to be complete Picking Using Task Management 1.. WMS assigns pick tasks to an operator based on the operator's task management profile a. Is Pick assigned as a task in the user's profile? b. What priority is Pick vs. other tasks types? c. What work zone(s) are assigned to the operator for Pick? 2. WMS decides which pick task to assign first based on the task priority and storage location Foursite/Viaware User Guide Outbound Picking 15-1

113 a. What priority is a pick task vs. other available pick tasks? b. Task aging automatically increases priority for older tasks. c. Within the same priority - what is the command sequence (warehouse sequence) for the task 3. WMS also considers equipment when assigning a store task a. A pick task is assigned only if the operator's log-on equipment is compatible with the pick task. b. If no one logs on with the matching equipment (like Rack), the task will never be assigned by task management 4. WMS also considers order when using Pick by Order (recommended) a. Once the first pick for an order is completed, RF will continue to give the operator picks for that order only b. Skipping tasks F4 will loop within the order until the order is completed Picking - Full Procedure Pick tasks can be performed by Task Management or Operator Directed modes. 1. Task Management: a. From the RF Main Menu, press 11, then Enter for Task Management. 2. Operator Directed: a. From the RF Main Menu, press 3, then Enter for Pick. b. From the Pick Menu, press 2, then Enter for By Order. RF302, Pick By Order is displayed. d. Enter an order number then press Enter Foursite/Viaware User Guide Outbound Picking 15-2

114 3. Optional: View Pick List a. Press F12 to view pick list b. Press up arrow and down arrow keys to cycle through available pick tasks 1. Task Management: i. Pick list first shows available picks for all orders ii. iii. iv. Always start with the order listed on the first task (highest priority order) After the first pick is completed: pick list will only show picks for the current order until the order is complete Picks are listed in warehouse sequence 2. Operator Directed / Pick by Order i. Pick list will only show available picks for the order entered ii. Picks are listed in warehouse sequence c. Press Enter to select the task Pick list is useful to plan out partial pallet pick tasks 4. Drive to the From location. Foursite/Viaware User Guide Outbound Picking 15-3

115 5. Locate a pallet by the Part, Lot and Qty shown on RF The exact tag displayed does not have to be scanned if other pallets with the same attributes exist in the location. 6. Quantity Check: a. If inventory is found: continue below b. If the location does not contain sufficient inventory 1. First look for the exact tag misplaced in a nearby location 2. If matching material is found in another location, but the tag does not match i. Go to RF Query and check the pick location i. Review the list of tags that should be in the location iii. Only pick a tag from this list 3. If a valid tag is not found nearby, go to the Picking Short procedure 7. CP: Confirm Pick: a. Bulk Location: Scan product ID and location b. Press Enter to continue 8. Tag/Check Digit Validation: a. If there are no errors, continue to step 9 b. If there is an error, WMS displays a warning message a) Unable to validate confirm i) Tag or check digit not recognized ii) Press Enter and see the Common Errors procedure b) Tag hold/user codes differ from order i) Hold code on scanned tag does not match the order ii) Press Enter and see the Common Errors procedure Foursite/Viaware User Guide Outbound Picking 15-4

116 c) Tag is allocated to another order i) Tag has already been picked for another order ii) Press Enter and see the Common Errors procedure 9. Cycle Count Displayed? a. If no: 1. RF displays screen 301a 2. Continue to step 10 b. If yes: 1. If location is picked empty, press F5 to confirm 2. If location is not empty, press F4 to skip and inform your supervisor immediately 3. RF displays screen 301a 4. Continue to step 10 WMS will trigger a cycle count every time a location is picked empty. 10. Pick to Container/Confirm a pick container a. Scan the Ship Container label b. Always use one Ship Container per pallet 1. Full Pallet: scan ship container already on the pallet Foursite/Viaware User Guide Outbound Picking 15-5

117 2. Mixed Pallet: apply a ship container label and scan all partial picks for the pallet to the same container c. Press Enter to continue 11. No More Picks for Order message displayed on RF? a. If yes: must complete container now - skip to step 13 b. If no: continue to step Lift Truck full? a. If yes: continue to step 13 b. If no: repeat pick to container (steps 3-10) until full or no more picks for order. 13. Container Pick Complete a. From a pick task: press F8 b. OR from menus: go RF menu option 3 then 10 (RF310) 14. Scan the Ship Container label and press Enter Foursite/Viaware User Guide Outbound Picking 15-6

118 15. Drive to the To Loc (shipping lane) a. If the shipping lane has room: stage in assigned lane b. If the shipping lane is full: stage in adjacent lane 16. Cnfm: Enter the actual shipping lane where the pallet is stage then press Enter. Override if the suggested location did not have room. A confirmation message is displayed. 17. Press Enter to continue. Foursite/Viaware User Guide Outbound Picking 15-7

119 18. Repeat picking process for remaining pick tasks Picking Short If the requested material cannot be found, the pick must be picked short to continue. 1. Short Pick a. Press F7 to change pick Qty RF 301q, Pick Qty Adj is displayed b. Actual Pick Qty: Enter actual qty found (may = 0) c. Press Enter RF 301d, Shortage is displayed d. Reason: Select 3, then press Enter Foursite/Viaware User Guide Outbound Picking 15-8

120 2. RF Returns to screen Enter Tag / Check Digit in CP (even if qty = 0) and press Enter 4. Picking Short automatically triggers a cycle count for the location a. Inform supervisor immediately of the cycle count / shortage b. Press F4 to skip and return to the pick task Important: A cycle count task has been created and will need to be reconciled by the supervisor. Foursite/Viaware User Guide Outbound Picking 15-9

121 5. Complete the pick task using normal procedure. WMS re-allocates shorted pick to a new tag if available. Prioritize Picks for a Hot Order This procedure can be used anytime after the wave is planned. 1. Wave Summary: a. From the main WMS menu, select Outbound. b. Select Wave Status. c. Select Wave Summary. 2. Click Query to query by order. The Wave Status Query window displays. 3. Enter the hot order # then click to retrieve the wave. The Wave Summary dialog is populated with the queried wave Foursite/Viaware User Guide Outbound Picking 15-10

122 4. Select Action. 5. Select Adjust Priority. The Priority column turns white to indicate update mode. 6. Enter a new priority for the hot order (lower number = higher priority). 7. Click OK to save. Avoid using priority 1 because it will not allow flexibility if another order becomes a higher priority All open picks for the order are updated with the new priority - making these picks a higher priority in task management Common Problems for Picking 1. Problem: RF displays the following message: Unable to validate confirm. Solution: a. Verify the correct information is entered at CP (confirm pick) 1. For Bulk pallet locations enter the product and location b. Next verify the correct tag / check digit is entered c. If this does not solve the problem, see the Warehouse Lead d. WL queries the Tag in WMS. Foursite/Viaware User Guide Outbound Picking 15-11

123 1. Select Material Mgmt. 2. Select Inventory. 3. Click the Query button, then enter the Tag number and click OK. e. If WMS warns "Database query returned zero rows", the Tag no longer exists in WMS 1. Check today's transactions for the Tag: i. Select Query. ii. Select Daily Transaction Log. 2. Check older transactions for the Tag: i. Select Query. ii. Select History Transaction Log. 3. Determine how the tag was deleted from the log files 4. Reconcile and adjust in the tag as necessary 2. Problem: RF displays the following message: Tag hold/user codes differ from order. Solution: a. Order specifies a different hold code than the scanned tag b. Re-verify scanning from the correct pick location c. Note the tag number displayed on the pick task d. Go to RF Query 1. Query the tag # specified in the pick task 2. View the hold code for the tag (will match the order) e. Return to the pick task f. View tags in the pick location - mixed hold codes? 1. Find a pallet with matching part, lot and hold code to complete the pick 2. If there are mixed hold codes contact the Warehouse Lead 3. Locations should only contain one hold code Foursite/Viaware User Guide Outbound Picking 15-12

124 4. WL: assign an operator to clean up the location by moving out mixed hold codes 3. Problem: RF displays the following message: Tag is allocated to another order. Solution: a. The tag entered has already been scanned for an order b. Re-scan and verify the correct tag id is entered in RF c. If this does not solve the problem, contact the Warehouse Lead d. Most common issue is an operator picked one tag id in RF, but physically moved a different tag to the shipping lane e. WL queries the Tag in WMS 1. Select Material Mgmt 2. Select Inventory 3. Click the Query button, then enter the Tag number, then click OK. 4. Next query the shipping location for this tag 5. Click the Query button, then enter the location, then click OK. f. Go to the shipping lane and compare the actual contents to the WMS inventory list to find the mis-picked tag 1. If the mis-picked tag has the same attributes and qty as the real tag: i. Leave it in the shipping lane and red mark the tag with the new number. ii. iii. Use the tag number on the mis-picked pallet to complete the pick tasks that found this issue. Red marked the new picked pallet to match the RF transaction 2. If the mis-picked tag does not have the same attributes or qty: i. Query the mis-picked tag to find it's current location according to WMS ii. Move the tag back to where it belongs Foursite/Viaware User Guide Outbound Picking 15-13

125 3. Query the mis-picked tag in the daily and history transaction logs to determine who made the mistake 4. Problem: RF displays the following message: Invalid Container has a different shipment. Solution: a. Attempting to confirm a pick to a container that already contains a different shipment. b. Always start a new container when "No more picks for order is displayed" c. Start a new container for this pick 5. Problem:A pallet in the shipping lane still shows location = TRUCK in WMS. Solution: a. Operator did not Pick Complete the container b. RF310 to complete the task c. Query the container in the daily and history transaction logs to determine who made the mistake 1. Click the Query button to query 2. Click on the Inventory tab 3. Enter container ID in Destination Container 6. Problem: A pallet is picked to the shipping lane with no container. Solution: a. Apply a Container label to the pallet b. Build the container using RF c. From the RF main menu select 7 (Pack), then 1 (Cont Build) (RF701) d. Scan the container in Cont e. Press the Down Arrow to Loc and enter the shipping location for the container f. Press Enter to continue RF701a displays. h. For full pallet: scan the tag # in Tag Foursite/Viaware User Guide Outbound Picking 15-14

126 i. For partial pallet qty: tags are usually not visible, must view the inventory in WMS. 1. From WMS: Select Material Mgmt. 2. Select Inventory. 3. Click the Query button, then enter the shipping location, then OK. 4. From the inventory list, find records where container = blank 5. Match these records to unmarked inventory in shipping 6. Go back to RF and enter the tag # in Tag j. Press Enter to continue k. Repeat for any other qty on the pallet (tag by tag) l. Press F3 when complete Count confirmation is displayed for the new container. n. Press Enter to complete Picking - Quick Procedure 1. Open Task Management or RF302: Pick By Order 2. Pick List Option: F12 to view the pick list / plan partials a. Click Down Arrow and Up Arrow keys to cycle through tasks b. Press Enter. In Task Management, when starting a new order, always select the order from the first task (highest priority). 3. Qty Check a. Drive to the "From" Location b. Check if qty is available for the pick 4. Confirm Pick 1. If qty available: continue below 2. If sufficient qty not available: see the pick short procedure a. Bulk Location: Scan product and location Foursite/Viaware User Guide Outbound Picking 15-15

127 b. Press Enter to continue 5. Validation a. If there is no error message, continue below b. If an error message is displayed, see the Common Errors Procedure 6. Triggered CC?Cycle Count displayed? a. If no: continue to step 7 b. If yes: 7 Cnfm: 1. If location is picked empty; press F5 to confirm 2. If location is not empty; press F4 to skip and inform your supervisor immediately 3. Continue to step 7 a. Scan the Container label 1. Full Pallet: scan ship container already on the pallet 2. Mixed Pallet: apply a ship container label and scan all partial picks on the pallet to the container b. Press Enter to continue 8.Order Complete? No More Picks for Order displayed? a. If yes: complete container now - skip to step 10 b. If no: continue to step 9 9. Full? Lift Truck full? a. If yes: continue to step 10 b. If no: repeat pick to container (steps 2-8) until full or no more picks for order. 10. Cont Pick Complete a. From a pick task: press F8 b. OR from menus: go to RF menu option 3 then 10 (RF310) 11. Cont: scan the Ship Container label and press Enter 12. RF310a Foursite/Viaware User Guide Outbound Picking 15-16

128 a. Drive to the To Loc 1. If the shipping lane has room: stage in assigned lane 2. If the shipping lane is full: stage in adjacent lane b. Cnfm: 1. Enter the actual shipping lane where the pallet is staged 2. Press Enter 3. Override if necessary to confirm the actual location 13. Press Enter at confirmation message to complete 14. Repeat picking process for remaining pick tasks Foursite/Viaware User Guide Outbound Picking 15-17

129 Printing UCC128 Labels After an order has been picked complete into a container (either conventionally or through the RF), UCC128 labels can be printed. Print 1. In RF/Putty, choose 7-Pack, then 5-Label Nested Cartons. 2. Scan or enter the container ID needing UCC128 labels, then press Enter. A brief message will appear while labels are generated; at completion, a message will appear with the quantity of labels printed. 3. Press Enter to continue. Foursite/Viaware User Guide Printing UCC128 Labels 16-1

130 A screen displays asking to print container packing lists or address labels. 4. Press F3 to exit. Reprint 1. In RF/Putty, choose 7-Pack, then 8-Reprint Pick Lbls. Foursite/Viaware User Guide Printing UCC128 Labels 16-2

131 2. Enter the order number or shipment number for the labels you wish to reprint. 3. Press Enter. A message displays asking if you wish to reprint all the labels. 4. Press Enter. The labels reprint. Foursite/Viaware User Guide Printing UCC128 Labels 16-3

132 Generating Address Labels After an order has been pick completed, address labels may be generated. 1. In Putty or RF, choose 7-Pack, then 4-Address Label. 2. Enter the container ID you wish to generate labels for and press Enter. A screen of options appear. 3. Press the down arrow key to access the second line and change the quantity of the number of labels needed. 4. Press Enter. Foursite/Viaware User Guide Generating Address Labels 17-1

133 Labels will print for this container; repeat for all containers in the shipment. Foursite/Viaware User Guide Generating Address Labels 17-2

134 Foursite/Viaware Kit to Stock Process 1. Note the total number of completed kits the orders demand. 2. Create a Kitting>Kit Order and Component Split for the number of completed kits the orders demand. 3. Production ID system generates; enter the master part number, order quantity, and material selection rule. 4. Wave ID will pull from the waving process; make sure Backorder is set to No. 5. Create and release waves through normal waving process in the Kitting>Kit to Stock Wave menu. Make sure wave IDs always start with the letters KW. 6. Wave Build within the Kitting menu using Kitting>Kit to Stock Waves>Wave Building. 7. Query by the system generated Production ID from above step. 8. From the Action menu, select Plan. 9. Accept KW... as the wave ID and click OK. 10. Wave release within the Kitting menu using Wave Summary. 11. Query by the Production ID from above and click OK. 12. From the Action menu, select Release. Foursite/Viaware User Guide Kit to Stock Process 18-1

135 13. From the Main Menu screen, choose Task Management. If the user has been setup with proper rules, picks for the component kit parts will display. 14. Complete as normal pick by order, confirming the tag and then scanning a container. 15. At the end of picking, complete any containers using normal RF310 container completion. 16. Complete the building of kits and make inventory available in Foursite by choosing Create Kit from the Kitting menu. 17. Choose the correct production number from the dropdown, and also the production location from the dropdown. Foursite/Viaware User Guide Kit to Stock Process 18-2

136 18. Click the Gen Tag button. This generates a new tag to be placed on the completed kit. 19. Click Apply. 20. Click OK. This creates the completed kit in inventory. 21. Apply the tag produced to the completed kit. Critical: After applying the tag to the completed kit, relocate the tag to a pickable (non Hold) type location. This prevents the Kit to Order process from kicking off. 22. Commit the kit orders to Viaware as normal process. 23. Wave the orders as normal process. 24. Pick the orders as normal process using RF302 and RF Produce the paperwork and ship complete the order as normal process. Foursite/Viaware User Guide Kit to Stock Process 18-3

137 Pioneer Specific Kit to Stock Process Notification NYK receives confirmation from Pioneer of the number of kits that need to be built. Pioneer provides the quantity in eaches. In the case of Target repacks, remember that the quantity is in eaches, not kits. This is important since target repacks are in quantities of 2 per master. All other kits are 1 to 1. Research 1. Ensure that you have the required number of kit component parts before beginning to build kits in the system. 2. Locate the appropriate kit build sheets on the M drive. Modify the quantity on the build sheet to reflect the quantity required. Print the build sheet. 3. Research the components in VW to ensure you have sufficient stock available for kitting. Do not proceed to create kits until you do. Pioneer Kit Info Once you have the correct kit build sheet, affix a B-tag label to the bottom of the sheet. This will be used as a reference when the kit order is picked on the floor. Create a demand for the kits 1. In VW, select Kitting, then Kit Order and Component Split. 2. Then select Action, then Create Kit Order. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-1

138 3. Fill in the following sections: 4. Production Type is auto selected to Kit to Stock. Do not change. 5. Priority is auto set to 500. Do not change. 6. Kit Part. Type in the Kit part number, then press Tab, and type in PA Order Qty. Tab over and type in the Order Qty. This is the number of eaches you will be building. 8. Matl Select Rule. Tab down and select PAKIT. 9. Backorder KTS. Tab down and select No - Do not backorder. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-2

139 10. Production ID. The Production ID will automatically generate when you click OK. 11. Wave. The Wave will be generated on the next step. 12. VAS Code is left blank. You must ensure that the Matl Select Rule is set to PAKIT, and the Backorder KTS is set to NO before proceeding to the next step. This is what your screen will look like after you click OK. The Production ID will generate, and the component listing will populate showing you the required quantities of components. Note that the Wave and VAS Code fields are still blank at this point. Write down the Production ID number on the kit build sheet. You will need this to build the wave in the next step. Build the wave You must build the wave so you can pick the components required to build the kits. 1. Create and release waves through normal Kit waving process in the Kit to Stock Wave menu. Kit waves will always start with the letters KW. 2. Build Kit wave as follows: a. Select Kitting, then Kit to Stock Waves, then Wave Building. b. Query by the system generated Production ID from the above step. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-3

140 Your wave building screen should look like the screen above. 3. Click on the gray block on the left edge of the row, and the row will turn yellow. This is how you highlight a row in wave building. 4. Select Action, then Plan. 5. Leave the wave ID as KW 6. Write the wave number on the kit build sheet. 7. Click OK. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-4

141 Release the wave 1. Release the wave by selecting Kitting, then Kit to Stock Waves, then Wave Summary. 2. Query by the wave number from above and click OK. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-5

142 3. To release the wave, select Action, then Release. You do not have to highlight the wave to release it. The wave status should change to Scheduled Release. 4. Press F6 and note the status change to Released. The wave status must be released prior to continuing to the next step. The wave is released and is ready for RF Picking. RF Picking Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-6

143 1.Communicate via to CD1 (Order Planner / Shift Manager) that the kit wave is ready to be picked. Follow up with a phone call to the order planner, and ensure you have provided the models being picked. 2.The order planner / shift manager will ensure that the person who will be picking the kit wave is configured correctly in Viaware Task Management. 3.Access the task Management detail screens as follows: a. Select Configuration. b. Select Rules. c. Select Task Management. d. Select Query. e. Select the operator. f. Click OK. If the query returns a zero value, you will need to add the task management detail. If the query shows that the person has task management setup, but not for KW kit waves, then you will have to add the task management detail. If the person has KW kit waves setup in their task management profile, then you can direct the person to select 11 (task Management) in their RF gun. 4. Add a task management detail record as follows: a. Select Configuration. b. Select Rules. c. Select Task Management. d. Select Action. e. Select Create. f. Select the user (Operator). g. Set priority to 1. h. Set task to Pick - By order. i. Set Exclusive to No. j. Set Force/Interleave to Interleave. k. Set Interleave sequence to 1. l. Work Zone is blank. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-7

144 m. Wave is set to: KW*. The picker accesses Task management screen by entering 11 on their RF gun. 5. Complete as normal pick by order, confirming the tag and then scanning a container. 6. At the end of picking, complete any containers using normal RF310 Container Completion. Ensure you get the physical location the completed kits were staged. You will need this information after you have systematically created the kits. Create kits "When all components have been picked and containers closed, the next step is to create the kits. 1. Select Kitting, then Create Kit. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-8

145 2. Select the correct Production ID number (on your build sheet) from the dropdown. 3. Select PAKITBUILD as the Production Location from the dropdown. 4. Review the quantities listed in the VAS Zone column. Ensure that these quantities match the quantities on your build sheet. This review will ensure that you have all required quantities available to actually create the kits. If the VAS Zone quantities do not match the build sheet, then you must research to find out why. The most common reason is a container that was not properly closed out during picking. Perform an inventory query for the location TRUCK, and look for the models that show an insufficient quantity in the VAS Zone. Note the Tag number, and then use RF310 to close out any remaining tags. 5. If you had to close out open tags, then you must close out the kit creation window, then reopen by selecting Kitting, then Create Kit. 6. Select the correct Production ID number (on your build sheet) from the dropdown. 7. Select PAKITBUILD as the Production Location from the dropdown. Review the quantities listed in the VAS Zone column. Ensure that these quantities match the quantities on your build sheet. This review will ensure that you have all required quantities available to actually create the kits. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-9

146 "If you still do not have the required quantities for all components in the VAS Zone, see your manager for assistance. Do not proceed. If you have all the required quantities in the VAS Zone, then you are ready to generate and apply the tags to the kits and place them into inventory. 8. Click the Gen Tag button (this will generate a new tag to be placed on the completed kit). Write down the first tag number on your build sheet, then click Apply. 9. Repeat this step until you have applied a tag to all available quantities in the VAS Zone (except the last tag). When the quantity in the VAS Zone and the Required Qty match, that will be your last tag. Write down the tag number for your last tag on the build sheet, then click OK. This creates the completed kit in inventory; apply the tag produced to the completed kit. After applying the tag to the completed kits, you must relocate the tags to a pickable (non Hold) type location. This prevents the Kit backorder process from kicking off. 10. In Viaware, perform an inventory query for the completed kit part number, and location PAKITBUILD. 11. Relocate the tags to the location provided to you by the order planner/shift manager, where the kits are physically located. 12. Once complete, notify Pioneer that the kits have been built and posted. 13. Ensure you complete the kit tracker log with the information required. 14. File the completed build sheet. Foursite/Viaware User Guide Pioneer Kit to Stock Process 19-10

147 Outbound Shipping Print BOL 1. From the Outbound menu, select Paperwork. 2. Select Bill of Lading. 3. Click the Query icon to query the trailer. The Query for Paperwork window displays. 4. Enter the trailer number to print all BOL's for the trailer. 5. Alternately, enter Order ID or Wave ID. 6. Click OK to retrieve shipments. The Bill of Lading List is populated with the queried shipments. 7. Verify each shipment is ready for printing by reviewing the status for all records. Do not print until all records for the shipment are ready for shipping. If a Shipping container has an issue, review the problem and fix before continuing. For example, if a container shows not loaded, send an operator to find the missed pallet and load it on the trailer. 8. From the Action menu, select Print All Lists. WMS displays a confirmation message showing the Number or BOLs printed. Foursite/Viaware User Guide Outbound Shipping 20-1

148 9. Click OK. 10. WMS prints BOL(s): a. One BOL per Shipment. b. 3 copies printed per BOL (Carrier, Shipper and Customer). c. BOL number = Shipment #. 11. Review each BOL for accuracy. Compare BOL to matching Packing List(s): a. Shipment # (BOL#) is printed on the lower left of the Packing List. b. A BOL may container multiple orders: match by PO or Customer Order. c. Verify quantities match: BOL Order Total = Packing List Total Shipped. 12. Complete the checkoff /signoff area at the bottom of the BOL for all 3 copies. 13. Driver signs all 3 copies. Ship Complete A trailer can be ship completed after trailer loading and BOL. This is a very useful dialog to check at any time in the shipping process to get an overview of progress by order. Query by department (group 2) to see the status off all orders by department. 1. From the Outbound menu, select Ship Complete. 2. Select By Order. 3. Click the Query icon to query the trailer contents. The Order and Line Item Query window displays. Foursite/Viaware User Guide Outbound Shipping 20-2

149 4. Click the Part tab. 5. Enter the trailer number. 6. Click OK to retrieve orders. Ship Complete is populated with all orders in the trailer 7. Verify each order is complete. 8. Entire trailer must be clean before ship completing and releasing the driver. 9. If an order has an issue, review the problem and fix before continuing. For example if an order shows no BOL, generate the BOL first. 10. From the Edit menu, select Select All to select all orders for the trailer 11. From the Action menu, select Ship Complete. Foursite/Viaware User Guide Outbound Shipping 20-3

150 WMS displays a confirmation message. 12. Click OK to acknowledge. 13. WMS removes the trailer from the door. 14. WMS sends ship complete transactions to OMS. 15. Each order in OMS changes to status WP. 16. Outbound billing is automatically generated for the order. 17. Release the Driver. 18. Send the signed BOL(s) to the CSR. Foursite/Viaware User Guide Outbound Shipping 20-4

151 Outbound - Update Trailer 1. Wave and pick the order. 2. At the point of Ship Complete, query by the order or shipment as always. 3. From the Edit menu, select Select All to highlight all lines. 4. With all lines highlighted, select Update Trailer from the Action menu. 5. A popup displays; enter trailer number, probill number, and seal number for this shipment. Click OK when complete. 6. From the Edit menu, select Select All to highlight all lines. 7. From the Action menu, select Ship Complete. Foursite/Viaware User Guide Outbound - Update Trailer 21-1

152 Warehouse Process - Cycle Counts Generating Cycle Counts There are four main types of cycle counts utilized by NYK: 1) Triggered 2) Discrepancy 3) Demand 4) Planned WMS has been configured to ignore auto cycle counts by setting a high number in the work zone cc frequency and the part cc frequency. Triggered Cycle Counts WMS automatically creates a location cycle count every time a storage location is picked to zero quantity during picking or replenishment. Per the Picking and Replenishment Procedures: 1. If the location is empty: a. Operator presses F5 to confirm. b. The cycle count is completed. 2. If the location is not empty: a. Operator presses F4 to skip. b. The skipped task is added to the task list and must be completed by an authorized user. Discrepancy Cycle Counts WMS automatically creates a location level cycle count when a Pick Short - Material Unavailable transaction is performed during picking or replenishment. Per the Picking and Replenishment Procedures: 1. Operator presses F4 to skip. 2. The skipped task is added to the task list and must be completed by an authorized user. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-1

153 Demand Cycle Counts An authorized RF operator can cycle count a location on demand if appears incorrect. Planned Cycle Count Orders Cycle Count Orders may be created in WMS. 1. From the Material Mgmt menu, select Cycle Count. 2. Select Cycle Count List. 3. From the Action menu, select Create. The Cycle Count Detail window displays. 4. Tab through the Order field to allow WMS assignment. 5. Enter a priority (relative to other cycle counts) or accept the default. 6. Select the appropriate type (usually Location or Part). 7. Enter Cycle Count Order criteria (what to cycle count): a. For Location Cycle Count: 1. Start Location: enter first location in a range. 2. End Location: enter last location in a range. b. For Part Cycle Count: 1. Start Part: enter first part # in a range. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-2

154 2. End Part: enter last part # in a range. 3. Package Code: enter customer code. 8. Click OK to create. The Cycle Count List is populated with the new cycle count order. The new order is created with Status = On Hold. 9. From the Action menu, select Release. 10. Select Release by Work Zone Default. Cycle count tasks are generated and added to the task list. RF Cycle Counting / Tag Tracked - Full Procedure Cycle Count tasks are commonly performed by Task Management, System Directed or Demand Count modes. 1. Task Management: a. RF Main Menu: press 11, then Enter for Task Management. b. Cycle Count task is displayed. 2. System Directed: a. RF Main Menu: press 9, then Enter for Cycle Count. b. Press 1, then Enter for System Directed. c. Cycle Count task is displayed. 3. Demand Count: a. RF Main Menu: press 9, then Enter for Cycle Count Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-3

155 b. Press 3, then Enter for Demand Count. c. RF903, Demand Cycle Count is displayed. i. Enter a location. ii. Press Enter to continue. d. Cycle Count task is displayed 4. For Tag Tracked location: a. RF901t is displayed. b. Go to the Tag Tracked Location section, below. 5. For Non-Tag Tracked location: a. RF901n is displayed. b. Go to Cycle Counting / Non-Tag Tracked section, below. Tag Tracked Location (901t) a. Scan the Tag for a pallet in the location. b. If there is no inventory in the location, go to the Done at Location section, below. Tag Validation 1. If RF displays 901a: a. Tag location is accurate. b. Skip to the Cycle Count screen, below. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-4

156 2. If RF warns Tag does not exist, would you like to create it: a. Tag has been deleted from WMS inventory. b. Go to the Deleted Tag section, below. 3. If RF displays RF301ee Select a tag: a. Tag is misplaced (inaccurate location). b. Go to the Misplaced Tag section, below. Deleted Tag 1. RF displays the message Tag does not exist, would you like to create it? 2. Verify the tag ID displayed is correct. a. If correct: 1. Press Y, then Enter. 2. Continue below to create the tag. b. If incorrect: 1. Press N, then Enter. 2. Return to the Tag Tracked Location section (above) and enter the correct tag. The Receive Mat screen displays. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-5

157 3. Enter complete information from the tag. a. Part: enter part # then press the down arrow. b. Pkg: enter customer code then press the down arrow. c. Vcod: leave blank then press the down arrow. d. quantity: enter quantity on the pallet then press the down arrow. e. UOM: leave CS then press the down arrow. f. Hold: enter hold code (if applicable) shown on the tag then press the down arrow. g. Lot: enter the lot (if applicable) then press the down arrow. h. UC1: leave default pallet build info. i. UC2: leave blank. j. UC3: leave blank. k. Press Enter to continue. RF displays RF101e (Date Entry). Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-6

158 l. Manufac: leave default. m. Rec Dte: leave default. n. Delv By: leave default. o. Best By: leave default. p. Exp Dte: leave default. q. Press Enter to continue. RF displays a confirmation message. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-7

159 4.Press Enter to continue. Tag is created in WMS. Total inventory is adjusted up for the part. Additional Tags? 1. If additional tags exist in location, return to the Demand Cycle Counts section to scan the next tag. 2. If no more tags, skip to Done at Location section, below. Misplaced Tag RF displays screen 301ee (Select a Tag). 1.Press Enter. RF displays screen 301e (Select a Tag). Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-8

160 RF displays all known locations for the tag. 2. Press the down arrow and up arrow keys to cycle through locations found for the tag. A tag may be listed in multiple locations if it has been partially picked. For example 10 CS in a shipping lane and 46 CS still in storage. 3. Select the best record by comparing quantity found in the location with the quantity displayed on RF. a. You cannot select a tag quantity already assigned to an order. b. Selecting the first record will always create material in the current location. If selecting this option, go to the Received Material section, above. c. Selecting a tag from another location will relocate the tag to the current location. Note the bad tag location - should be checked next. d. Press Enter to select a record. RF displays screen 901a (Cycle Count). Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-9

161 4. Enter the actual quantity found for the tag, then press Enter. 5. Quantity Verification a. If the quantity matches the expected quantity: 1. No msg displayed. 2. If additional tags exist in location, return to the Tag Tracked Location section to scan the next tag. 3. If no more tags in location, skip to the Done at Location section, below. b. If the quantity does not match the expected quantity, continue below. Confirm Quantity RF displays screen 901b (Confirm). Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-10

162 1. Re-enter the actual quantity found for the tag, then press Enter. WMS adjusts inventory up or down to match actual quantity entered Additional Tags? 1. If additional tags exist in location: return to the Tag Tracked Location section above to scan the next tag. 2. If no more tags, continue below. Done at Location 1. Press F5 when all tags are scanned and you are done counting. Expected Tag Check 1) If all expected tags are counted: a) Location complete. Next cycle count task is displayed. b) End of procedure. 2) If any expected tags are not counted: a) RF displays 901c to warn expected tags have not been counted. b) Continue below. Expected Tags not Counted RF displays 901c (Uncounted Matl). Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-11

163 1. RF displays up to 5 tags at a time; each tag listed is expected in this location. a. Press N, then Enter to see additional expected tags, if any. b. Press P, then Enter to see a previous list of tags. c. Write down all missing tags for research below. d. Press D, then Enter when done reviewing tags. RF displays a Finished/Warning message. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-12

164 Reconcile Lost Inventory 1) Warning: Selecting Y, then Enter will delete all inventory listed as uncounted. a) Only select this option to balance out a known positive adjustment for this part. b) If the missing inventory cannot be found in the warehouse, this is the only way to complete the task. 2) Recommended: First Select N, then Enter to return to the cycle count task. a) From here, additional tags may be entered. b) Search the warehouse for the missing tags/quantitys before removing them from inventory. c) If missing inventory is found perform one of the following: i) Relocate the misplaced inventory to the cycle count location and count them in. ii) Finish the cycle count to delete tags from the original location then cycle count the bad location to re-create the tags (adjustments in match adjustments out). d) If missing inventory not found: i) Finish cycle count task to delete out missing inventory ii) Cycle count the whole part. Cycle Counting / Non-Tag Tracked - Full Procedure If the location in non-tag tracked, RF 901n is displayed. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-13

165 Non-Tag Tracked Location (901n) 1) One part/lot found: a) Enter Part, then press the down arrow. b) Enter Pkg = Cust Code, then press Enter. 2) Mixed parts/lots found: must separate - only one part/lot allowed in the location. 3) No inventory found: skip to the Done at Location section, below.. Part Validation 1) If RF displays 901a: a) Part is expected in this location. b) Skip to Cycle Count screen, below. 2) If RF warns Part does not exist at this location, create it?: a) Part is not expected in the location. b) Continue to the Unexpected Part section, below. Unexpected Part RF displays Part does not exist at this location, create it? Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-14

166 1. Verify part # displayed is correct. 2. If part # is correct: a. Press F3 to cancel the cycle count. Cycle counting a non-tag tracked location will not re-locate misplaced tags and therefore may create excess inventory. c. Go to RF Query. d. Query each tag found in the location. 1. If no record found for a tag, it is missing and needs to be cycled back in. 2. If a matching record is found, write down tag#, quantity and location. It will need to be adjusted out to maintain balances. e. Return to the cycle count task: 1. Re-enter the part. 2. Continue to the next section to create inventory. 3. If part # is incorrect: a. Press N, then Enter. b. Return to the Non-Tag Tracked Location section and enter the correct part Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-15

167 Creating Inventory: Non-tag tracked 1. Forward Pick Location? a. If FP location, verify with Warehouse Lead that the Part and Lot found is correct for the location. b. If part/lot does not match the FP location assignment: 1. Inventory is misplaced and must be moved out. 2. Press N, then Enter. 3. Skip to the Done at Location section, below. 2. If Correct FP part/lot OR Non-FP location : a. Press Y, then Enter. b. Continue below to create the inventory. RF 901d (Receive Mat) is displayed. 3. Enter complete information from a missing tag in the location. a. Tag: enter a tag from any pallet in the location then press the down arrow. b. Quantity: enter total part quantity for the location (all pallets) then press the down arrow. c. UOM: leave CS then press the down arrow. d. Hold: 1. FP Location: always blank. 2. Non-FP Location: enter hold code if shown on tag then press the down arrow. e. Lot: enter the lot then press the down arrow. f. UC1: leave default pallet build info. g. UC2: leave blank. h. UC3: leave blank. i. Press Enter. Tag Validation 1) If no error message, continue below. 2) If error message Tag already exists displays: Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-16

168 a) Tag already exists in WMS - cannot relocate via cycle count. b) Press Enter to continue. c) Enter a missing tag or create a tag number if needed. RF displays RF101e (Date Entry). 3. Manufac: leave default. 4. Rec Dte: leave default. 5. Delv By: leave default. 6. Best By: leave default. 7. Exp Dte: leave default. 8. Press Enter. RF displays a confirmation message. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-17

169 9. Press Enter. 10. Skip to the Confirm Quantity section below to finish. RF displays screen RF901a (Cycle Count). 11. Enter the actual quantity found for the part, then press Enter. Quantity Verification 1. If the quantity matches the expected quantity: a. No msg displayed, next cycle count task is displayed. b. End of procedure. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-18

170 2. If the quantity does not match the expected quantity: continue below. Confirm Quantity RF displays screen 901b (Confirm). 1. Re-enter the actual quantity found for the part, then press Enter. 2. WMS adjusts inventory up or down to match actual quantity entered. Done at Location 1. Press F5 when done counting. Expected Inventory Check 1. If all expected inventory is counted: a. Location complete. Next cycle count task is displayed. b. Skip to the Inventory Created During Cycle Count? section below. 2. If any expected inventory is not counted: a. RF displays 9.01c to warn expected parts have not been counted b. Continue below. Expected Part not Counted RF displays 901c (Uncounted Matl). Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-19

171 1. RF displays up to 5 parts at a time; each part listed is expected in this location. a. Write down all missing parts for research below. b. Press D, then Enter when done reviewing parts. RF displays Finished/Warning message. Reconcile Lost Inventory 1. Recommended: First Select N, then Enter to return to the cycle count task. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-20

172 a. Search the warehouse for the missing part quantity before removing it from inventory. b. If missing inventory is found, select one of the following: 1. Relocate the misplaced inventory to the cycle count location and then count it in. 2. Finish the cycle count to delete inventory, then cycle count the misplaced location to re-create the inventory (adjustments in match adjustments out). c. If missing inventory is not found: 1. Finish cycle count task to delete out missing inventory. d. Cycle count or the whole part, or at least spot check against inventory in WMS. 2. Warning: Selecting Y, then Enter will delete all inventory listed as uncounted. a. Only select this option to balance out a known positive adjustment for this part b. If the missing inventory cannot be found in the warehouse, this is the only way to complete the task. Inventory Created During Cycle Count? 1. If no inventory created by the cycle count: end of procedure. 2. If inventory created by the cycle count: a. From step 6: if any tag quantities adjusted in are also listed in other storage locations, continue to step 28 i. Once a tag is moved to a non-tag tracked location, the tag should no longer exist in any other storage location ii. Non tag-track cycle count will not relocate misplaced tags like a tag track cycle count b. If no excess tags found in step 6: end of procedure Reconcile Excess Tags 1. Open RF1001 (Query). 2. Enter the location of an excess tag, then press Enter. 3. Drive to the location and compare the quantity listed on RF to the actual quantity in the location. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-21

173 4. If more than one record is found, Press Enter to view each record in the location. 5. If the location is innaccurate/overstated due to the excess pallet, select one of the following: a. Cycle Count the location to fix it. b. See the option below to adjust out one tag vs. cycle counting the entire location (report immediately). 6. Optional: Inform Warehouse lead with Tag # and location. a. WL: From the Material Mgmt menu, select Inventory. b. Click the Query icon, then enter tag and location. c. Verify the record shown is not the Non-Tag tracked location. d. From the Action menu, select Inventory Adjustment. e. Enter 0 for the new quantity, CYCLE for the Reason Code, then click OK. 7. Repeat these steps for any other excess tags. Tag Tracked Cycle Count Option 1. Caution: use the following workaround as the exception rather than the rule. There are times when this shortcut makes sense, but it is not reliable as a standard procedure. 2. Cycle Counting a tag tracked location can lead to excessive pallet movements in order to verify every tag # in the location. The procedure below is an optional workaround. Negative: Accuracy is reduced. Positive: Product handling and damage is reduced. 3. This procedure should be used for tag tracked locations only. Non-tag tracked location does not require tag level verification, so this procedure does not save time. 4. Tag Tracked Cycle Count task display on RF screen. 5. RF operator drives to the location and finds many pallets are buried in the location - cannot see all the tags. a. Press F3 to exit the cycle count. b. Press Y, then Enter to confirm leaving the task. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-22

174 6. Go to RF1001 (Query). 7. Enter location, then press Enter. RF lists inventory records for the location, one tag at a time. 8. Write down tag and quantity, then press Enter to see the next tag. 9. Repeat and write down info for all tags found in the location. 10.Compare the written notes against visible inventory in the location. a. If the location is correct or close to the list based on what can be seen, continue below. b. If significant discrepancies are found, the entire location must be pulled and fully cycle counted to guarantee an accurate count. c. If multiple hold codes are listed by RF, the inventory needs to be segregated to prevent future issues. 11.Perform the cycle count in RF following the normal RF Cycle Counting / Tag Tracked procedure. a. Cycle count all visible tags based on actual. b. Cycle count all buried tags per the written notes vs. digging out each tag. Foursite/Viaware User Guide Warehouse Process - Cycle Counts 22-23

175 Warehouse Process - Replenishment Generating Forward Pick Replenishments 1. Automated Replenishment: a. Triggered Forward Pick Replenishments are automatically generated based on Forward Pick location dynamic min/ max levels. b. WMS creates and releases replenishment tasks at wave release when order demand reduces available inventory below the dynamic min level for a Forward Pick location. c. WMS may create and hold a Replenishment task until sufficient space is physically available in the Forward Pick location. d. See the Warehouse Processes Section 2 procedure for Forward Pick Maintenance. 2. Manual Replenishment: a. Replenishments may be manually generated via Batch Replenishment to top-off forward pick locations. b. From the Material Management menu, select Replenishment. 3. From the Action menu, select Replenish Work Zone. The Replenish Work Zone window displays. 4. Select the Work Zone (For Wine = 1C01) and click OK. The Replenishment Assignment window displays. Foursite/Viaware User Guide Warehouse Process - Replenishment 23-1

176 5. Click Workzone Defaults and click OK. 6. WMS generates Replenishment tasks, if needed, based on the batch min/max levels. 7. Replenishment commands can be viewed from the WMS Main Menu Query option, then the Commands option. 8. Optional: Selective Manual Replenishment: a. To Replenish selective locations vs. the entire Forward Pick: 1. From the Material Management menu, select Replenishment. 2. Click the Query icon to query. 3. Enter location or part information, then click OK. 4. From the Action menu, select Replenish Locations. Replenishing - Full Procedure 1. Replenishment tasks can be performed by Task Management or System Directed modes. 2. Task Management: a. From the RF Main Menu, press [11] then [Enter] for Task Management. b. RF501, Replenish FP Location is displayed 3. System Directed: a. From the RF Main Menu, press [5] then [Enter] for Replenish b. From the Replenish Menu, press [1] then [Enter] for System Directed c. RF501, Replenish FP Location is displayed Foursite/Viaware User Guide Warehouse Process - Replenishment 23-2

177 4. Drive to the From location. 5. Locate a pallet by the Part, Lot and Qty shown on RF. The exact tag displayed does not have to be scanned if other pallets with the same attributes exist in the location. 6. Quantity Check: a. If inventory is found, continue below. b. If the location does not contain sufficient inventory: 1. First, look for the exact tag misplaced in a nearby location. 2. If matching material is found in another location, but the tag does not match: i. Go to RF Query and check the pick location. ii. iii. Review the list of tags that should be in the location. Only pick a tag from this list. 7. Confirm: 3. If a valid tag is not found nearby, go to the Replenish Short procedure. a. Scan Tag. Foursite/Viaware User Guide Warehouse Process - Replenishment 23-3

178 b. Press Enter to continue. 8. Tag Validation: a. If there are no errors, continue to step 9. b. If there is an error, WMS displays a warning message: 1. Unable to validate confirm. i. Tag or check digit not recognized. ii. Press Enter and see the Common Errors procedure. 2. Tag has a different lot. i. Attempting to replenish a lot other than the one specified. ii. Press Enter and see the Common Errors procedure. 3. Tag is on hold. i. Attempting to replenish on hold inventory. ii. Press Enter and see the Common Errors procedure. 4. Tag is allocated to another order. i. Tag has already been picked for an order. ii. Enter and see the Common Errors procedure. 9. Cycle Count Displayed? a. If no: 1. RF displays screen 501a. 2. Continue to step 10. b. If yes: 1. If location is picked empty, press F5 to confirm. 2. If location is not empty, press F4 to skip and inform your supervisor immediately. 3. RF displays screen 501a. 4. Continue to step 10. WMS will trigger a cycle count every time a location is picked empty. Foursite/Viaware User Guide Warehouse Process - Replenishment 23-4

179 10. Drive to the To Fwd Pick location. 11. Confirm: a. Enter location check digit. b. Press Enter to continue. 12. Check Digit Validation: a. If there are no errors, continue to step 13. b. If there is an error, WMS displays a warning message: Invalid Location. 1. Check digit does not match the specified location. 2. Drive to the specified location and enter the correct check digit. A Confirmation message displays. Foursite/Viaware User Guide Warehouse Process - Replenishment 23-5

180 13. Press Enter to continue. 14. Repeat replen process for remaining replenishments. Replenishing Short 1. If the requested material cannot be found, the task must be replenished short to continue. 2. Short Replenish: a. Scan the short tag. b. Up arrow to Qty: Enter actual quantity found (may = 0). c. Press Enter. d. RF 301d, Shortage displays. e. Reason: Select 3, then press Enter. Foursite/Viaware User Guide Warehouse Process - Replenishment 23-6

181 3. Material Unavailable automatically triggers a cycle count for the locatio. a. Inform supervisor immediately of the cycle count / shortage. b. Press F4 to skip and return to the pick task. A cycle count task has been created and will need to be reconciled by the supervisor. Foursite/Viaware User Guide Warehouse Process - Replenishment 23-7

182 4. Complete the Replen task using normal procedure. 5. WMS re-allocates shorted replen to a new tag if available. Common Problems with Replenishment 1. Problem: RF displays the following message: Unable to validate confirm. Solution: a. Verify the correct tag is entered (check for mis-scan or entry error). b. If this does not solve the problem, see the Warehouse Lead. c. WL queries the Tag in WMS. 1. From the Material Mgmt menu, select Inventory. 2. Click the Query icon, then enter the Tag number then click OK. d. If WMS warns Database query returned zero rows, the Tag no longer exists in WMS. 1. Check today's transactions for the Tag using the Daily Transaction Log. 2. Check older transactions for the Tag using the History Transaction Log. 3. Determine how the tag was deleted from the log files. Foursite/Viaware User Guide Warehouse Process - Replenishment 23-8

183 4. Reconcile and adjust in the tag as necessary. 2. Problem: RF displays the following message: Tag hold has a different lot or Tag is on hold. Solution: a. Replen specifies a different lot/hold than the scanned tag: 1. Forward Pick is configured to hold and replenish one lot at a time. Cannot replenish a different lot. 2. Cannot replenish any tags with a hold code. b. Find a tag with the matching lot and no hold code c. If the tag on the pallet looks correct, but still not working, continue below. d. Go to RF Query: 1. Query the tag #. 2. View the hold and lot code for the tag. e. If the actual lot/hold does not match the tag, red-mark the pallet tag to correct it. f. Go to RF Query: 1. Query the location. 2. Note the hold code for each tag in the location. 3. If there are mixed hold codes (for example some blank, some RESH) contact the Warehouse Lead. 4. Locations should only contain one hold code. 5. WL: assign an operator to clean up the location by moving out mixed hold codes. 3.Problem: RF displays the following message: Tag is allocated to another order. Solution: a. The tag entered has already been scanned for an order. b. Re-scan and verify the correct tag id is entered in RF. c. If this does not solve the problem, contact the Warehouse Lead. Foursite/Viaware User Guide Warehouse Process - Replenishment 23-9

184 d. Most common issue is an operator picked one tag id in RF, but physically moved a different tag to the shipping lane. e. WL queries the Tag in WMS: 1. From the Material Mgmt menu, select Inventory. 2. Click the Query icon, then enter the Tag number, then click OK. 3. Next query the shipping location for this tag. 4. Click the Query icon, then enter the location, then click OK. f. Go to the shipping lane and compare the actual contents to the WMS inventory list to find the mis-picked tag. 1. If the mis-picked tag has the same attributes and qty as the real tag: i. Leave it in the shipping lane and red mark the tag with the new number. ii. iii. Use the tag number on the mis-picked pallet to complete the replen task that found this issue. Red marked the new pallet to match the RF transaction. 2. If the mis-picked tag does not have the same attributes or qty: i. Query the mis-picked tag to find it's current location according to WMS. ii. Move the tag back to where it belongs. 3. Query the mis-picked tag in the daily and history transaction logs to determine who made the mistake. 4. Problem: No product in the From location for the Replenishment Task. Solution: a. Inventory inaccuracy issue. b. Complete Replenishing Short Procedure. 5. Problem: The Fwd Pick location for the Replenishment Task is full. Solution: Foursite/Viaware User Guide Warehouse Process - Replenishment 23-10

185 a. Inventory inaccuracy issue b. Complete the Replenishment task and inform the Warehouse Lead c. WL: Immediately Cycle Count (RF903) the To location Foursite/Viaware User Guide Warehouse Process - Replenishment 23-11

186 Warehouse Process - FP Transition and Setup 1. Stop Further Replenishment a. From the Configuration menu, select Physical, then select Location. b. Click the Query icon, then enter the Fwd Pick location, then click OK. c. From the Action menu, select Modify. d. Set Batch Trigger to -1. e. Set Dynamic Trigger to -1. f. Click OK to save changes. 2. Check for Open Commands a. From the Query menu, select Commands. b. Check for Replens and Stores. 1. Click the Query icon. 2. Destination: enter Location, then click OK. c. Check for Picks 1. Click the Query icon. 2. Task: select Pick. 3. Location: enter Location, then click OK. Complete all open commands against a Forward Pick location before continuing. 3. Verify Commands are Complete a. From the Material Mgmt menu, select Inventory. b. Click the Query icon, then enter the Fwd Pick location, then click OK. c. If no inventory found, skip to step 6. d. Click the header/line detail icon to view inventory detail. e. Verify Intransit Qty = 0 and Allocated Qty = 0. If not 0, commands still exist! Foursite/Viaware User Guide FP Transition and Setup 24-1

187 4. Empty the Fwd Pick Location a. Assign a lift truck operator to move all material out of the Fwd Pick location to an "End Cap" location. b. See Whse Quick Procedure 3.8: Transition Non-Tag Tracked to Tag Tracked. 5. Verify Location is Empty a. From the Material Mgmt menu, select Inventory. b. Click the Query icon, then enter the Fwd Pick location, then click OK. c. Verify zero rows found (no inventory in location) 6. Assign New Part a. From the Configuration menu, select Physical. b. Select Location. c. Click the Query icon, then enter the Fwd Pick location, then click OK. d. From the Action menu, select Modify. e. Change the part. f. Set the Max Capacity to appropriate level (in handling unit of measure quantity) for the size of the location plus slightly more. g. Set Batch Replen Qty to appropriate level (in handling unit of measure quantity) for the amount of material to be replenished. h. Set Dynamic Replen Qty to appropriate level (in handling unit of measure quantity) for the amount of material to be replenished. i. Set Batch Trigger to appropriate level (in handling unit of measure quantity) for the amount of material left in a location that should trigger a replenishment. j. Set Dynamic Trigger to appropriate level (in handling unit of measure quantity) for the amount of material left in a location that should trigger a replenishment. k. Set Replen UOM and Trigger UOM to to the account's handling unit of measure. l. Click OK to save changes. Foursite/Viaware User Guide FP Transition and Setup 24-2

188 Warehouse Process - Unpack Unpick Return to Stock Unloading Picked Product 1. If product is trailer-loaded in WMS: it must be unloaded prior to unpicking/removing from order. 2. Open RF601, Inventory Relocate. 3. Tag/Cont: Scan the shipping container to unload. 4. Loc: Enter a shipping lane (required). 5. Press Enter to continue. 6. RF displays warning: This inventory is allocated to an order, Do you wish to continue? 7. Press Y then Enter to continue. 8. Move the pallet to the shipping land. 9. Confirm: enter location check digit. 10. RF displays a confirmation message. 11. Press Enter to acknowledge. 12. Important: WMS now considers loading incomplete for the order. a. The order cannot ship complete until the unloaded inventory is either unpicked or reloaded. b. If only part of the shipping container is unpicked, the remaining balance will need to be reloaded. Unpicking Product from an Order 1. If product is picked to a shipping container: it must be unpacked prior to unpicking/removing from order. 2. Open RF1001, Query. 3. Scan the shipping container. 4. Press Enter to continue. Foursite/Viaware User Guide Unpick, Unpack, Return to Stock 25-1

189 5. Write down the Tag, Part and Qty; this will be needed below. 6. Press Enter to view and record any other tags in the container; record all tags listed. 7. Unpack the Container. Open RF703, Cont Merge/Unpack. 8. Scan the shipping container, then click the down arrow. 9. Enter the shipping lane. 10. To remove all container contents: a. Press Enter. b. Skip to Step To remove part of the container: a. Click the down arrow to All Contents, then enter N. b. Continue below. Cont Merge displays. Foursite/Viaware User Guide Unpick, Unpack, Return to Stock 25-2

190 12. For the first part/lot listed, enter the Qty to remove, or leave Click the down arrow to the next part/lo, enter the Qty to remove, or leave Repeat step 14 until removed parts have a qty entered. 15. Press Enter. 16. Segregate the unpacked product onto a new pallet for return stock. 17. RF displays confirmation message(s) with new carton count per tag and container. 18. Press Enter to acknowledge each confirmation. 19. Unpick Inventory. Open RF602, Remove From Order. Foursite/Viaware User Guide Unpick, Unpack, Return to Stock 25-3

191 20. Enter a tag to unpick (from the list created during the container query). 21. Press Enter to continue. 22. RF displays warning: This material will be removed from the order. Continue? 23. Press Y, then Enter to confirm. 24. Repeat RF602 for any other tags in the container that require unpicking. 25. Important: a. WMS automatically voids the Packing List and BOL for a shipment following a remove from order transaction. b. Packing List and BOL must be printed again with the updated quantities before WMS will allow Ship Complete. 26. Print Tags for Partials. If there is no tag sticker on the boxes: a. Reprint the tag in WMS so the inventory can be returned to stock. 1. From the Reports menu, select Print Report. 2. From the Action menu, select Create. 3. Click Reprint Tag. Foursite/Viaware User Guide Unpick, Unpack, Return to Stock 25-4

192 b. Use the tag list created during the container query to identify the correct tag #. c. Apply the tag to the partial qty. Return to Stock 1. If product is unloaded, unpacked and unpicked, it can be returned back to storage. 2. Returning a Full Pallet: Use RF601 to move the pallet back to inventory. a. RF601: Leave the To location blank to let WMS consolidate. b. See Rewarehousing Procedure for details if needed. 3. Returning a Partial Pallet: a. If Hold Code = blank: check if the part/lot is in the Forward Pick (step 4). b. Otherwise, check if the tag still exists in storage (step 5). 4. Check If a Partial Belongs in Fwd Pick: a. Open RF1001, Query. b. Part: enter part #. c. Press Enter to continue. d. If records displayed, check the lot for each location listed. e. If the lot matches: 1. The partial can be moved to the Fwd Pick loc. 2. Use RF601 to move: specify the Fwd Pick loc found. f. If no matching location found, continue below. 5. Check For Tag in Storage: a. Open RF1001, Query. b. Enter Tag. c. Press Enter to continue. d. Press Enter to continue. e. RF returns all locations for the tag; press Enter to view each loc. Foursite/Viaware User Guide Unpick, Unpack, Return to Stock 25-5

193 f. If the tag exists in a storage location: 1. The partial can be merged with the original tag. 2. Use RF601 to move. Specify the storage location found. Foursite/Viaware User Guide Unpick, Unpack, Return to Stock 25-6

194 Warehouse Process - Rewarehousing Inventory Relocation: Tag Tracked 1. RF inventory relocation is operator directed, one tag at a time. Inventory relocate is not available in task management. 2. From the main menu, select Move. 3. From the move menu, select Inventory Reloc. RF601 (Inventory Reloc) displays. 4. Scan a tag to move, then press the down arrow. 5. RF301e popup? If no: tag is not split, skip to step 9, below. If yes: tag is split over multiple locations, continue to step 6, below. RF301e (Select a Tag) displays. Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-1

195 7. RF displays all known locations for the tag. 8. Press the up arrow and down arrow keys to cycle through locations found for the tag. a. Select the matching record by location and quantity. b. Press Enter to select a record. A tag may be listed in multiple locations if it has been partially picked. For example 10 CS in a shipping lane and 46 CS still in storage. 9. To assign a location (override to rack, etc.), enter the location. To let WMS automatically select and consolidate, leave blank. 10. Press Enter. Existing Task Check 1. If a Store, Pick or Replen task already exists for the tag, RF will automatically assign the task. a. Store Task: 1. No Warning. 2. To location will override to = task assignment. 3. Continue to step 2, below. b. Pick Task: 1. RF warns pick task already exists. 2. RF displays the pick task. Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-2

196 3. Complete the task or press F3 to cancel. 4. Move cancelled. Start over. c. Replen Task: 1. RF warns replen task already exists 2. RF displays the replen task 3. Complete the task or press F3 to cancel. 4. Move cancelled. Start over. If there is no existing task, continue to step 2. RF201a (Store Tag) displays. 2. Enter location check digit and press Enter. A confirmation message displays. 3. Press Enter. Inventory Relocation: Non-Tag Tracked 1. Inventory in a non-tag tracked location is treated as one lump qty for the entire location. This procedure is only valid for moving inventory between non-tag tracked locations. 2. Move Non-Tag Tracked to Non-Tag Tracked: a. From the main menu, select Move. Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-3

197 b. From the move menu, select Inventory Reloc. RF601 (Inventory Reloc) displays. 3. Enter part # to move then press the down arrow. 4. Enter Cust code then press the down arrow 5. Enter a from location then press the down arrow 6. Enter a new non-tag track location (do not leave blank). 7. Press Enter. 8. Warning displayed/tag currently allocated message: If no, continue below. If yes, the inventory is scheduled for a pick or replen and cannot be moved now. RF201a (Store Tag) is displayed. Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-4

198 9. Drive to the To location. The Qty displayed is the part qty for the entire location. a. If moving the entire qty: 1. Enter the location check digit. 2. Press Enter. b. If moving less than the full quantity: 1. Enter the actual qty moved. 2. Enter the location check digit. 3. Press Enter. 4. In the pop-up window enter Reason = CYCLE. 5. Press Enter. Any leftover qty remains in its original location. If the move qty exceeds a full pallet, Max Load Exceeded Message displays. Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-5

199 10. Press Y, then Enter to continue. A confirmation message displays. 11. Press Enter. Consolidating Partial Tags Tag Consolidation Rules 1. This procedure is used to merge multiple partial tags with the same part/lot/hold code together on the same tag. 2. This procedure applies to tag tracked inventory only. 3. This process should be performed by one person a time (per customer). 4. Each warehouse has one virtual consolidation location used to merge tags (for example A1CONS). Identify Partial Pallets to Merge 1. Part, lot and hold code must match. 2. Sum of merged qty cannot exceed a full pallet. Move the First Partial Pallet to CONS 1. Open Inventory Relocation (RF601). 2. Scan the first tag, then press the down arrow. 3. Enter consolidation location (example A1CONS) 4. Press Enter. Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-6

200 RF201a displays. 5. Enter the check digit, then press Enter. Move the Next Partial Pallet to Combine 1. Continue at RF Tag/Cont: scan the next tag, then press the down arrow. 3. In the To field, enter consolidation location. 4. Press Enter. RF201a displays. The total combined qty must not exceed 1 full pallet. 5. To merge entire tag qty: a. Enter check digit. b. Press Enter. c. Continue to the next step. 8. If the entire qty is too much, only move the qty needed to make one full pallet. a. Press the up arrow to Qty and enter the actual qty moved. b. Press the down arrow to return to Cnfm and enter check digit. c. Press Enter. d. In the pop-up window enter Reason = CYCLE. e. Press Enter. The leftover partial qty remains in it's original location The merged tag now exists in the consolidation location. Tag # = first tag moved into the location. 9. Repeat the above process to combine additional partials, if applicable. 10. Build the consolidated pallet. Cross out all invalid tags combined into the first tag. Move Merged Tag back to a Storage Location 1. Continue at RF Tag/Cont: scan tag, then press the down arrow. Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-7

201 3. In the To field, enter the storage location. 4. Press Enter. RF201a displays. 5. Enter check digit. 6. Press Enter. 7. Place the merged tag in the storage location. Partials Stuck Outside Fwd Pick Replenishment Logic 1. Forward Pick typically is configured to Replenish full pallets only. a. This prevents WMS from splitting full pallets to satisfy replenishment demand. 2. Forward Pick typically is configured to Replenish one lot at a time. a. This prevents WMS from losing the lot in a non-tag tracked location. 3. WMS will pick FIFO by received date. 4. WMS typically is configured to picks partials from Forward Pick only. 5. Given the above rules, if a part/lot is in the Forward Pick: a. Any partial pallet outside the Forward Pick will not be replenished or picked as long as the same lot is located in the Forward Pick. b. The partial pallet remains stuck outside of the Forward Pick. c. The partial never gets picked in FIFO order. Check If a Partial Belongs in Fwd Pick If a partial pallet appears stuck in a bulk location, check if it can be moved to a Forward Pick. 1. Open RF1001 (Query). 2. Query the partial tag and verify hold code is blank. Do not move any tags with a hold code into the Forward Pick, even if the lot matches. 3. If hold code is blank, continue with RF1001 (Query), below. Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-8

202 4. Enter the part # from stuck partial. 5. Press Enter. 6. If no records found, the part is not in Forward Pick. 7. If records display: a. RF lists matching forward pick location(s) for the part. b. Continue below. 8. If the lot matches: Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-9

203 a. The partial can be moved to the listed Fwd Pick Loc. b. Continue to the next step, below. 9. If the lot does not match: a. The partial cannot be moved to the listed Fwd Pick Loc b. Consider moving the partial to a rack location (RF601). 10. Use the standard Inventory Relocation procedure (RF601) to manually move the partial into Forward Pick Foursite/Viaware User Guide Warehouse Process - Rewarehousing 26-10

204 Billing - Generating Charges Automated Billing 1. Three types of transactions trigger Automated Charges in OMS: a. Receipt Complete (RC) triggers receipt based billing. 1. First Time Storage charge. 2. Handling-In charge. b. Posted Withdrawal (WP) triggers shipment based billing. 1. Handling-Out charge. 2. BOL charge. 3) Anniversary Charges are automatically triggered to run for every SKU in OMS as defined in the SKU's Recurring Rule. 4) Recurring Storage charge. 2. When the last open line for a Receipt is completed in WMS, OMS is automatically updated and changed to Receipt Complete (RC) status. 3. OMS checks for all Billing Events assigned to the Customer with a Transaction = RC. 4. Each Billing Event for Receipts contains: a. Charge Code. Foursite/Provia User Guide Billing - Generating Charges 27-1

205 b. Billing Level (by U/M, document, etc.). c. Split Month Billing Rule (50% after 15th of month). 5. OMS cross-references the charge code to the Customer Rate Table (or the Product Rate if applicable). When used, Product Rates override default Customer Rates. 6. OMS generates automated charges for each Receipt line: Total Charge = [Charge code] * [Rate] * [Qty]. 7. OMS accrues all automated Charges for the Receipt. Foursite/Provia User Guide Billing - Generating Charges 27-2

206 8. The Receipt header is flagged with MB to indicate charges have been generated. 9. When an order is ship completed in WMS, OMS is automatically updated and changed to Posted Withdrawal (WP) status. 10. OMS checks for all Billing Events assigned to the Customer with a Transaction type = WP. 11. Each Billing Event for Posted Orders contains: a. Charge Code. b. Billing Level (by U/M, document, etc.). Foursite/Provia User Guide Billing - Generating Charges 27-3

207 12. OMS cross-references the Customer Rate Table (or the Product Rate if applicable). When used, Product Rates override default Customer Rates. 13. OMS generates automated charges for each Order line: Total Charge = [Charge code] * [Rate] * [Qty]. 14. OMS accrues all automated Charges for the Order. 15. The Order header is flagged with MB to indicate charges have been generated. 16. Every product in OMS has a designated Recur Code. Most products are First of Month. Foursite/Provia User Guide Billing - Generating Charges 27-4

208 17. Every night OMS automatically checks to see if any products are scheduled for Anniversary Charges based on the Recur Code configuration. 18. When a product is due for Anniversary charges, OMS checks for all Billing Events assigned to the Customer with a Transaction type = AN. 19. Each Billing Event for Anniversary contains: Charge Code Billing Level (by U/M, document, etc,) Foursite/Provia User Guide Billing - Generating Charges 27-5

209 20. OMS cross-references the Customer Rate Table (or the Product Rate if applicable). When used, Product Rates override default Customer Rates. 21. OMS generates automated charges for each Product: Total Charge = [Charge code] * [Rate] * [Qty]. 22. OMS accrues all automated Anniversary Charges. Miscellaneous Billing Entry (Accessorial Billing) 1. Many charges cannot be triggered automatically by Receipt, Shipment or Anniversary transactions. These Accessorial Charges must be entered manually into OMS. 2. Open the Miscellaneous Billing program. From the Invoicing menu, select Miscellaneous Billing. 3. Click Add to create a new Charge. All fields marked with an asterisk are required. Tab after each field entry. 4. Charge# is automatically assigned by OMS. 5. Invoice Batch# is automatically assigned by OMS when invoiced. 6. Invoice# is automatically assigned by OMS when invoiced. 7. Status is automatically assigned by OMS. Foursite/Provia User Guide Billing - Generating Charges 27-6

210 8. Accrued Batch# is automatically assigned by OMS. 9. Warehouse defaults based on CSR logon. 10. Enter Customer or select Customer Code. 11. Enter Bill To or select Bill To Customer Code. 12. Optional: Enter the Doc# if this charge is tied to a Receipt or Order (for example the partial pallet charge for an order). 13. Optional: Enter the Line # if this charge is tied to a Receipt or Order line. 14. Optional: Enter product if this charge is tied to a specific Product #. 15. Optional: Enter the Lot if this charge is tied to a specific Lot. 16. Leave Loc blank. 17. Enter date charge occurred or press tab to accept today's date. 18. Enter or select the Charge Code. 19. Enter or select the Charge U/M. 20. Enter the Qty to be charged. 21. Rate automatically populates based on Rate Tables. 22. Optional: Enter SKU Qty if this charge is at the item level. 23. Press Tab to accept calculated pallets. 24. Press Tab to accept calculated weight. 25. Press Tab to accept calculated weight. 26. Enter Y/N in the Tax field. 27. Press Tab in the Internal field to accept default. 28. Enter Y/N for adding comments to the charge If Y is entered, the comment screen displays. 29. Enter free form comments (will print on invoice detail). 30. Click the green check box to save comments and return. Foursite/Provia User Guide Billing - Generating Charges 27-7

211 31. Click the green check box to save the charge. Foursite/Provia User Guide Billing - Generating Charges 27-8

212 Billing - Validating Charges Receipt and Order Billing Validation 1. This procedure works in the Receipts Program and the Orders Program. 2. All charges tied to the document are displayed. This includes Automated Billing and any Accessorial Charges to date. Scroll down as needed to view all charges. 3. Key to Charge Status Code (St): O = Open (Not yet invoiced) - No Invoice #. S = Selected for an Invoice Batch - No Invoice #. P = Printed Invoice - Invoice # shown above the charge total. E = Edited Invoice -Invoice # shown above the charge total. 4. CSR reviews the charges for accuracy. a. If charges are missing, see Billing Procedure "Generating Charges" to create new charges. b. If any charges require adjustments due to operator error, see Billing Procedure "Billing Maintenance" to edit existing charges. Foursite/Viaware User Guide Billing - Validating Charges 28-1

213 c. If any charges appear incorrect due to a system error (for example a rate = 0), check the billing configuration. 5. Click the green check box. Non-Document Billing Validation 1. Many charges are not tied to directly to a Receipt document or Order document. This includes anniversary billing, rework, project labor, space rental, and storage of KD boxes. 2. All charges can be viewed in the Miscellaneous Billing program. From the Invoicing menu, select Miscellaneous Billing. 3. Click Find, and then enter search criteria such as charge code, product#, charge date, etc. For example, to review anniversary charges: enter the charge code = AN and charge date = last day of month. 4. Click the green check box to retrieve the specified Charges. 5. All charges for the specified query are retrieved. If a charge has already been invoiced, the invoice # will be populated. Otherwise the field is blank. 6. Key to Charge Status Code: O = Open (Not yet invoiced) Invoice Batch is blank Invoice # is blank Foursite/Viaware User Guide Billing - Validating Charges 28-2

214 S = Selected for an Invoice Batch Invoice Batch # is shown Invoice # is blank (not yet printed) P = Printed Invoice Invoice Batch # is shown Invoice # is shown E = Edited Invoice Invoice Batch # is shown Invoice # is shown When an invoice is posted (completed), the charges are no longer visble in the Miscellaneous Billing program. 7. CSR reviews the charges for accuracy. a. If charges are missing, see the Generating Charges billing procedure to create new charges. b. If any charges require adjustments due to operator error, see the Billing Maintenance billing procedure to edit existing charges. c. If any charges appear incorrect due to a system error (for example a rate = 0), check the billing configuration. Foursite/Viaware User Guide Billing - Validating Charges 28-3

215 Billing - Billing Maintenance Adjusting Accrued Charges 1. All charges (Automated and Manual) can be viewed in the Miscellaneous Billing program. 2. Click Find, and then enter search criteria such as charge code, product#, charge date, Doc#, etc. 3. Click the green check box to retrieve the specified Charges. 4. All charges for the specified query are retrieved. 5. Review the Status to determine if a charge can be updated: a. O = Open 1. Not yet selected for an Invoice Batch 2. Available to edit: continue procedure b. S = Selected for an Invoice Batch 1. Invoice Batch # is assigned, not yet invoiced 2. Available to Edit: Continue Procedure c. P = Printed Invoice 1. Invoice Batch # and Invoice # are assigned 2. Not Available to Edit 3. Stop: Must reset the Invoice first, see Procedure 3.2 d. E = Post Edited 1. Invoice Batch # and Invoice # are assigned 2. Stop: Must reset the Invoice first, see Procedure 3.2 e. If an invoice is posted (completed), the charges are no longer available in the Miscellaneous Billing program. Foursite/Viaware User Guide Billing -Billing Maintenance 29-1

216 6. There are three options to revising charges: a. Delete a charge: go to step 7. b. Update a charge manually: go to step 10. c. Re-Bill by Document (delete all charges for the document and re-runs auto billing): go to step Delete a Charge:Click Delete to delete the current displayed charge. 8. A warning appears at the bottom of the screen: Erase This Document Y/N. 9.Enter Y to delete. 10. Update a Charge: Click Update to update the current displayed charge. 11. Update the charge information as required. For example the warehouse may have accidentally over-received an Inbound Order in RF. The Charge Qty can be changed to the actual qty received. 12. Click the green check box to save the changes. -End of procedure- 13. Re-Bill Document to re-bill all charges for the current displayed document number. Note: only works if Status = O. If Status = S, see Procedure 3.2. Foursite/Viaware User Guide Billing -Billing Maintenance 29-2

217 Warning: re-bill will delete all Manual/Ascessorial charges entered for this document. Warning: re-bill will recreate any Automated charges that have been previously deleted. 14.A warning displays: Re-bill for doc# shown - all charges will be removed and recreated. Click OK to continue. 15. OMS re-runs automated billing for the entire document. For example, rates changed effective January 1st but the new rates were not entered in OMS until January 5h. All billing between the 1st and 5th has been created with the wrong charge rates. Re-bill by document will reset and rerun an entire document (order or receipt) and apply the updated rates. Resetting Invoices 1. There are two options to reset an invoice: a. Re-Proof an Invoice Batch: 1. Most useful if there is only one invoice in the batch. 2. Deletes all invoices in the batch which may include invoices with no errors. 3. Changes all charges in the batch to Status = S. 4. Must repeat the Print Invoice and Post Edit steps for the entire batch after the charges are corrected. 5. Go to step 2. 2)Exclude/Reset an Invoice: a. Most useful if there are many invoices in the batch. b. Deletes only the invoice specified. c. The remaining invoices in the batch remain intact and can be completed while the problem invoice is fixed. d. Changes all charges in the invoice to Status = O. e. Will need to create a new/separate invoice batch for the excluded invoice after the charges are corrected. f. Go to step Re-Proof the Invoice Batch. Open the Invoice Batch Maintenance program. From the Invoicing menu, select Invoice Batch Maintenance. 3. Find by batch # or invoice # (both are shown on the charge). Foursite/Viaware User Guide Billing -Billing Maintenance 29-3

218 4. Click the green check box to retrieve the batch. 5. A warning displays: Run-Proof will reset your batch and reselect invoices for processing. 6. View the Run Proof output. 7. The batch and all related charges are changed to Status = S. This process resets the entire invoice batch back to Step 1 of the invoice process (Run Proof). The Print Invoice and Post Edit steps will need to be rerun after the charges have been updated. Exclude/Reset an Invoice 1. Open the Exclude/Reset Invoices program. 2. Add the range of invoice numbers to reset. Foursite/Viaware User Guide Billing -Billing Maintenance 29-4

219 3. Beginning Invoice Number = First Number in Range. 4. Ending Invoice Number = Last Number in Range 5. Click the green check box to save. 6.The invoice is reset and a confirmation message is displayed. Click the green check box to continue. This process resets the excluded invoice and removes it from the batch. All charges tied to this invoice are changed to Status = O. Any remaining invoices tied to the original batch are still active and can be completed. After the reset/excluded charges have been corrected, a new batch must be created to invoice them. Foursite/Viaware User Guide Billing -Billing Maintenance 29-5

220 Billing - Invoicing All charges in OMS are accrued. To bill charges, they must be run through the Invoicing Batch process. 1. Open Invoice Batch Maintenance. 2. Select Invoicing. 3. Select Invoice Batch Maintenance. If any known adjustments are required for the accrued charges, see Billing Procedure Billing Maintenance before continuing. Create the Batch 1.Click Add to create a new batch. 2. Batch No is automatically assigned by OMS. 3. Optional: Enter the Batch Sel Group to identify a recurring batch. 4. Batch Status is automatically assigned by OMS. 5. Enter the Select Thru Date to select accrued charges through this date. 6. Enter the Invoice Date. 7. Comments are optional. Foursite/Viaware User Guide Billing - Invoicing 30-1

221 8. Enter Y in the Receipts field to include RC triggered charges or enter N to exclude. 9. Enter Y in the Anniversary field to include Anniversary Storage charges. or enter N to exclude. For example, to keep annivesary storage separate, enter an N. Then create a new invoice batch where Anniverasary = Y, and Receipt = N and Misc = N. 10. Enter Y in the Miscellaneous field to include WP triggered and Misc/assecorial charges or enter N to exclude. 11. Leave Process Invoices Over as the default. 12. Optional: Enter the Invoice Group if invoice groups are defined. 13. You can leave the Select Document# field blank to select all or enter a doc# to only invoice the document. 14. You can leave the Charge# field blank to select all or enter a charge number to only invoice the charge. 15. You can leave the Select Charge Codes field blank to select all or enter a charge code to only invoice the charge code. 16. Enter N in the All Warehouses field and then specify which warehouse(s) to invoice. 17. Specify which customer(s) to invoice. 18. Leave the Recurring Batch field as the default. 19. Leave the Auto Batch field as the default. 20. Click the green check box to save the batch. Run Proof 1. Click Options, then click Run Proof. The Print Options screen displays. 2. Select Display to Screen. OMS checks for errors such as invalid rates and zero charges. Foursite/Viaware User Guide Billing - Invoicing 30-2

222 3. If there are no errors found, OMS prints a confirmation message No errors detected for proof list. 4. If there are errors, an error report prints to WordPad. a. Review the errors and make corrections as needed. b. Repeat the steps to run the proof again. 5. Batch Status now = S (Selected). 6. Charges are now tied to the Batch #. Foursite/Viaware User Guide Billing - Invoicing 30-3

223 Print Invoice 1. Click Options, then click Print Both to print the Invoice and Invoice Detail in one step. Print Options screen displays for the invoice. 2. Select the print output option. The Invoice form is custom for NYK and will not print to screen. 3. OMS groups charges to invoices. One invoice generated per customer and batch. The invoice is printed. The Print Options screen displays for the invoice detail. 4. Select the print output option. The invoice detail is printed. Foursite/Viaware User Guide Billing - Invoicing 30-4

224 5. Batch Status now = P (Printed). 6. Charges are now tied to an Invoice #. 7. Invoice #s are shown on the Invoice Batch screen. 8. Account managers review the invoices for accuracy. If adjustments are required, see the Billing Maintenance billing procedure. Post Edit 1. Click Options, then Post Edit to verify account numbers (required step). Foursite/Viaware User Guide Billing - Invoicing 30-5

225 Print Options screen displays for the Invoice Register. 2. Select the Print Output option The Invoice Register is printed. Print Options Screen displays for the G/L Account Register. 3. Select Print Output option. The G/L Account Register is printed. Foursite/Viaware User Guide Billing - Invoicing 30-6

226 4. Verify there are no errors on the G/L Account Register. If there are errors, fix the billing configuration then follow the procedure to Post Edit again. 5. Batch Status is now = E (Edited). Post 1. Click Options, then Post to send all invoices in the batch to RealWorld. 2. Batch Status now = C (Complete). 3. Invoice files are automatically sent to RealWorld 4. Charges are no longer visible in Miscellaneous Billing 5. Invoices are now available in the Invoice Inquiry program Foursite/Viaware User Guide Billing - Invoicing 30-7

227 Foursite/Viaware User Guide Billing - Invoicing 30-8

228 Inventory Status Change Adjusting Hold Code, Lot, or Dates Change Status allows adjustments to the hold code, lot or manufacturing date for existing inventory. Common examples include: Customer request: changing inventory to reserve. Changing the hold code to identify damaged material (described in the Damage procedure) Removing unfinished hold from rework (described in the Rework Procedure) A receiving, cycle count or key entry error is caught and the inventory needs updating. This procedure is based on a customer requested status change - changing the hold code for a block of inventory. The same basic process is used for any status change once the correct material is queried and selected in WMS. Find the Inventory in WMS 1. In Material Mgmt, select Inventory. 2. Click the E button to query by example. The Query By Example window displays. 3. Click Part. 4. Enter the part number in the qualifier (last box). Foursite/Viaware User Guide Inventory Status Change 31-1

229 5. Click Order. 6. Leave the qualifier blank (last box). 7. Click Hold Code. 8. Enter the Hold Code (or leave blank to find blank). 9. Optional: Click Lot. 10. Optional: Enter the Lot. 11. Click OK to run the query. WMS displays all inventory for the part/hold code not picked to an order. 12. Click on the Location column to sort by location. 13. Stretch the window and scroll across so the columns Location through Alloc Qty are visible. 14. From the list, find the best candidates for adjustment: a. Do not add a hold code to any inventory in Forward Pick Foursite/Viaware User Guide Inventory Status Change 31-2

230 b. WMS will not allow a status change if an Allocated Qty exists c. Always avoid mixing hold codes in a location. Select a location that will require the least number of moves to segregate the inventory. d. If possible, visually verify the location to see which pallets are most accessible. 15. Click to select a record(s). Holding down Shift and clicking allows selection of multiple records. 16. From the Action menu, select Status Change. Inventory Status Change displays. 17. Select the appropriate Reason Code: Foursite/Viaware User Guide Inventory Status Change 31-3

231 a. CADJ = Customer Requested Adjustment b. CADJ = Internal Adjustment c. CYCLE = Cycle Count 18. Click to select the inventory attribute to change (for example, Hold). 19. Enter the new attribute (for example, new Hold Code). Hold Code Values: Bonded = blank Bonded Reserve = RESH Tax Paid = TPH Tax Paid Reserve = TPRH 20. Click OK to adjust selected records. Rows to be changed equal the number of inventory records selected during step 15. WMS upates the inventory and sends the updates to OMS. If the status change results in a changed hold code, continue below. 21. If the tax status was changed (for example blank to TPH): a. Reprint changed tags in WMS so the inventory is visually correct. 1. From the Reports menu, select Print Report. 2. From the Action menu, select Create. 3. Click Reprint Tag. b. Alternately, you can mark up existing tags. If the printed tag does match the WMS inventory record: it may later be cyclecounted/adjusted in based on incorrect tag information. Check for Mixed Hold Codes in a Location 1. From the Inventory List, click the Q button to query by location. 2. Enter the location with the new hold code. WMS displays the location contents. Foursite/Viaware User Guide Inventory Status Change 31-4

232 Scroll over to check if there are now mixed hold codes in the location If there are mixed hold codes, the inventory should be segregated. Continue below. 3. Review the inventory list and determine which pallets to relocate. a. Write down the location and tag numbers to move b. Give the list to a lift truck operator to re-locate c. Provide new tags or instructions to markup existing tags 4. Use RF601 to relocate the inventory. 5. Apply new tags or markup tags with the new hold code, if applicable. Foursite/Viaware User Guide Inventory Status Change 31-5