Wireless Warehouse User Guide. version 12.11

Transcription

1 version 12.11

2 This manual contains information about software products from Epicor Software Corporation. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Epicor Software Corporation. From time to time, Epicor Software Corporation makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2012, Epicor Software Corporation. All rights reserved. Epicor and the Epicor logo are registered trademarks and Epicor Prophet 21 is a trademark of the Epicor Software Corporation. All other company or product names are the trademarks or registered trademarks of their respective companies. Epicor Software Corporation 7683 Southfront Road Livermore, CA Version Publication Date: 5/30/

3 Revision History Date Description of Update Page 08/18/11 Beta release - 3 -

4 The following is a list of new features that have been added to this manual in the latest version. Container Receipts Feature: Show All Items in a Physical Count Page: Receiving Containers on page 54 Preparing a Count on page

5 Table of Contents 1 Introduction 12 How to Use This Book 13 Requirements 14 Implementation and Training 15 2 Prophet 21 Setup 16 System Settings 17 Lot Use 17 Bin Use 17 Lot/Bin Integration 19 Pick Tickets 20 Approvals 20 Wireless Warehouse 22 Customer Defaults Maintenance 27 Customer Maintenance 28 Location Maintenance 30 Wireless Warehouse Options Tab 30 Wireless Warehouse Session Defaults 31 Lot Attribute Group Maintenance 34 Wireless Warehouse Module 35 Data Identifiers Maintenance 35 Data Identifier Group Maintenance 35 Company Maintenance 36 Wireless Terminal Maintenance 37 Tips for Scanner Use 39 Function Key Commands 39 Barcode Learning 40 Login Defaults 41 Item Notes in Wireless Warehouse 42 Wireless Warehouse Display Areas 42 Wireless Warehouse Notes 43 WWMS System Info 43 3 Receiving 45 Walkthroughs 46 Receiving Purchase Orders

6 Receiving EDI 856 Receipts 49 Receiving Transfers 52 Receiving by Pallet (Prophet 21) 54 Receiving Containers 54 Receiving RMAs 57 Quick Steps 58 Receiving a PO Line 58 Assigning Tags During PO Receipt 58 Completing a Purchase Order Receipt 58 Receiving an 856 Receipt 58 Receiving a Transfer 59 Receiving an RMA 59 Setup 60 Setting Receipt Session Defaults on a Scanner 60 4 Putaway 65 Concepts 66 Ranking Inventory 66 Bin Suggestion Logic 67 Walkthroughs 70 Putting Away Items 70 Putting Away Items (Group Putaway) 74 Viewing System Logic 79 Quick Steps 83 Putting Away an Item 83 Putting Away a Tag 83 Creating a Putaway List 83 Putting Away a List 84 Setup 85 Creating Putaway Ranks 85 Creating Putaway Attributes 89 Creating Warehouse Zones 90 Creating Warehouse Zone Lists 91 Setting Maximum Items Per Bin 93 5 Inventory Maintenance 95 Concepts

7 Allocations and Physical Counts 96 Bin Replenishment 96 Walkthroughs 98 Examining Bin Contents (by Item) 98 Examining Bin Contents (by Transaction) 100 Examining Items 101 Preparing a Count 104 Performing a Count 104 Tracking Out of Place Items 108 Adjusting Inventory Quantities 109 Beginning a Bin Replenishment (Scanner) 110 Replenishing a Lot/Bin Item (Scanner) 112 Replenishing a Serialized or Tagged Item (Scanner) 114 Replenishing a Bin (Workbench) 117 Replenishing a Bin (Report) 117 Reviewing Bin Replenishment Activity 117 Quick Steps 119 Preparing a Count 119 Performing a Count 119 Performing a Count (Lot Items) 119 Performing a Count (Serial Items) 119 Adjusting Inventory Quantities 120 Replenishing a Bin (Lot/Bin) 120 Replenishing a Bin (Serial/Tag) 120 Setup 121 Bin Replenishment System Settings 121 Setting Up Replenishment Bins 122 Authorizing Transaction De-Allocation Inventory Movement 127 Concepts 128 Picked Order Movement 128 Walkthroughs 129 Moving a Full Quantity 129 Moving a Partial Quantity 131 Moving Picked Quantities by Transaction

8 Moving Picked Quantities by Bin 140 Quick Steps 145 Moving a Full Quantity 145 Moving a Partial Quantity (Bin/Item) 145 Moving a Partial Quantity (Tag) 145 Moving Picked Quantities by Transaction 145 Moving Picked Quantities by Bin Pallets 147 Concepts 148 Serial Numbers and Pallets 148 Moving Pallet Material 148 Walkthroughs 150 Moving Pallets 150 Consolidating Pallets 151 Splitting Pallets 152 Removing Material from a Pallet 153 Quick Steps 156 Moving Pallets 156 Splitting Pallets 156 Removing Material From a Pallet 156 Setup 157 Setting Up Pallets 157 Additional Reading Picking 161 Concepts 162 Soft Allocation 162 Prophet 21Picking Integration 162 Group Order Picking 164 Workbench 165 Cross Dock 168 Pull to Pick 169 Pallet Deposits 171 Walkthroughs 172 Order Picking (Bin/Item) 172 Adjusting Bin Quantities On the Fly

9 Order Picking (Tags) 179 Adjusting Tag Quantities On the Fly 181 Picking Production Orders and Secondary Process Orders 183 Overpicking Secondary Processing and Production Orders 184 Creating a Group Pick Ticket (Group Pick Ticket Maintenance) 184 Creating a Group Pick Ticket (Transfer Pick Ticket Maintenance) 185 Creating a Group Pick Ticket (Print Pick Tickets) 186 Creating a Group Pick Ticket (Print Transfer Forms) 187 Creating a Group Pick Ticket (WWMS) 187 Picking a Group Pick Ticket 189 Activating a Workbench 192 Scanning for Tickets 192 Assigning Pick Tickets 195 Reassigning Pick Tickets 196 Accessing a Workbench from a Scanner 196 Picking a Priority Pick 198 Performing a Cross Dock Pick 198 Creating a Pull List (Pull List Maintenance) 201 Creating a Pull List (Pick Ticket Report) 202 Creating a Pull List (WWMS) 203 Pulling Orders 204 Picking from Pulled Inventory 207 Consolidating Pulled Picks 208 Quick Steps 210 Picking a Bin/Item Order 210 Adjusting Bin Quantities On the Fly 210 Picking an Order with Tags 210 Adjusting Tag Quantities On the Fly 210 Creating a Group Pick Ticket 211 Picking a Group Pick Ticket 212 Activating a Workbench 213 Scanning for Tickets 213 Assigning Pick Tickets 213 Reassigning Pick Tickets 214 Accessing a Workbench from a Scanner

10 Performing a Cross Dock Pick 215 Creating a Pull List 215 Pulling Orders 216 Picking from Pulled Inventory 216 Consolidating Pulled Picks 216 Setup 217 Creating a Consolidation Bin 217 Setting Up a Workbench 218 Creating Workbench Queries 221 Creating Priority Codes 224 Assigning Priority Codes 227 Setting Up Pull to Pick 228 Setting Up Pallets Transfer Scheduling 232 Concepts 233 Transfer Schedule 233 Staging Bins 233 Door Bins 233 Bin Validation for Scheduled Transfers 234 Walkthroughs 236 Creating a Transfer Schedule 236 Creating a Scheduled Exception 237 Viewing Transfer Schedules 239 Quick Steps 241 Creating a Transfer Schedule 241 Creating a Scheduled Exception 241 Setup 242 Activating the Feature 242 Creating Door and Staging Bins 243 Other Options Printing 247 Walkthroughs 248 Printing a Label 248 Reprinting a Label 250 The Item Label

11 The Pallet Label 250 The Shipping Label 251 Setup 252 Enabling Wireless Printing 252 Defining Default Printers by User 252 Defining Labels Reports 255 Learned Barcodes Report 256 Wireless Device Audit Report 257 Wireless Performance Report 258 Wireless Tag Audit Report 259 Wireless Transactions Report 260 Transfer Pallet Report Slabs 262 Concepts 263 All or Nothing Transfers 263 Banning Slabs from Bins 263 Banning Slabs from Inventory Counts 264 Banning Slabs from Pallets 264 Banning Slabs from the Workbench 264 Separating Pick Tickets 264 Slabs on Material Receipts

12 1 Introduction The wireless warehouse is a method of complete warehouse management that uses bar codes and hand held scanners. These codes and scanners replace many functions that previously had to be performed by hand. When you receive material, you scan it into the system, rather than enter it manually. When material moves throughout your warehouse, you scan this information using a combination of bar codes. When you pick material, you scan it. You can perform all of the basic warehousing functions of receiving, picking, put-away, cycle counting, and inventory adjustments using scanners, and each of these tasks can be performed using lots, bins, integrated lot/bins, serial numbers, or tags. This makes managing inventory faster and more accurate, reducing operational costs and improving customer service. The scanners themselves serve as miniature computer terminals, allowing you to process transactions with them both on site and in real time. For example, when receiving a shipment, you can scan all the received packages, enter their contents, and save it to your business system, all without leaving the receiving area or stepping away to access a computer terminal

13 How to Use This Book How to Use This Book This manual breaks down the various functions offered by WWMS into broad categories and presents them in separate chapters. Chapters may contain any of the following sections: Summary - a list very similar to this one that provides an overview of the chapter contents, including page references. Concepts - this section describes any behind the scenes activity and business logic necessary to understanding how WWMS works and why it behaves the way it does. Walkthrough - these are fully illustrated tours of WWMS functions. Walkthroughs show you each scanner screen that is involved in a process, describes them, and tells you how to use them. Quick Steps - the walkthroughs provide a lot of detail, but sometimes you just want to know what to do to complete a particular task. That's what quick steps are for. These lists of procedure steps tell you what to do to complete a given process without the illustrations and explanations found in the walkthroughs, making them ideal for brushing up. Setup - Some tasks require additional setup steps not covered in the Setup chapter (see page 16 Important! WWMS is a complementary feature for use with Epicor s Prophet 21system. This book, however, is concerned only with the wireless warehouse. You will not find any instructions on performing transactions within Prophet 21 itself, nor will you find windows and fields defined here unless they deal specifically with WWMS. For Prophet 21 help, please see the application help files

14 Requirements Requirements Activant only supports the SYMBOL MC9090 handheld device for use with WWMS. All handheld devices must use the Windows CE or higher operating system over a wireless LAN utilizing the wireless standard of g or b (also known as Wi-Fi) running a terminal services or session. Your implementation consultant will assist you through the site survey with a third party vendor to determine the number and installation points of the wireless access points in your warehouse(s). For all wireless printing, Activant suggests the Zebra QL420 Mobile Printer (Part# - Q3A-LUNBV000-00) with the following details: 203dpi, 2.9in print width, 4in. ips print speed, 1MB SRAM, 1MB Flash, LCD, b and Linered/Linerless Platen). Please note that this printer comes in a 1mb and 2mb version. You must use the 2mb version to load the proper software

15 Implementation and Training Implementation and Training Your implementation consultant will assist you through the steps of implementing the solution. This will include, but not limited to: Creating a project plan Reviewing the business analysis on the warehouse solution Consulting you through setting up the warehouse solution Advising and scheduling the training needed for the warehouse solution Assisting you through the technical site survey Procuring the hardware Processing the go-live

16 Implementation and Training 2 Prophet 21 Setup Before you can begin using the wireless warehouse, you must enable certain functions in Prophet 21 and provide the system with some information it will use for the process

17 System Settings System Settings In order to use wireless warehouse functionality, you must first enable the following system settings. Lot Use Navigation Path: Setup > System Setup > System > System Settings > Inventory Management > Serials lots and Bins Defaults If you use lots, in addition to activating the Use Lots system setting, you must also activate the system setting that automatically allocates lots. Bin Use Navigation Path: Setup > System Setup > System > System Settings > Inventory Management > Serials Lots and Bins Important! Because of the way the wireless warehouse works, you must use bins. If you do not enable bin functionality in Prophet 21, you cannot use the wireless warehouse scanner integration. Once you ve installed Prophet 21 and WWMS, the system begins capturing each inventory movement. For example, if a skid is moved from a trailer/dock door to a warehouse bin, the system captures both the source (the trailer/dock door) and the destination (the warehouse bin). The system also tracks the

18 System Settings movement of inventory that is in-progress, meaning that it tracks inventory that has been picked up, but not yet delivered. In order to track inventory in-progress, the system treats the remote scanner as a warehouse bin, no different from a storage bin, a dock door bin, or a staging bin. For example, when moving a skid from a trailer to a warehouse bin, Prophet 21 captures two inventory movements. The first is the movement of the skid from the trailer to the forklift that picks it up. The second is the deposit of the skid from the forklift to the designated warehouse storage bin. While in transit, Prophet 21 considers the skid in bin RF######. In the event that the device crashes, you could scan the tag and the system would know it is on the forklift.prophet 21 does not differentiate between different kinds of vehicles; all bins associated with scanners are the same as far as the system is concerned. However, these scanner bins will not appear in any inventory inquiry because they are not available for any manual processes. Important! Though you must use bins to use the wireless warehouse, you must not enable any of the system settings that assign bins for certain transactions, as shown below: These settings cause inventory quantities to be hard allocated to the assigned bin when the transaction completes, and this prevents you from moving inventory quantities later. In addition, you must activate the Advanced Bin Tracking system setting

19 System Settings Advanced Bin Tracking is described in the Prophet New Features Guide and application help files. Lot/Bin Integration Navigation Path: Setup > System Setup > System > System Settings > Inventory Management > Serials Lots and Bins If you use both lots and bins, you must use lot/bin integration if you intend to use the Wireless Warehouse

20 System Settings Pick Tickets Navigation Path: Setup > System Setup > System > System Settings > Order Processing > Forms Printing Pick Tickets must not be set to print when an order is saved, because this locks the inventory quantity and prevents it from moving, which interferes with wireless warehouse functions. Approvals Navigation Path: Setup > System Setup > System > System Settings > System Setup > Approvals The way the system processes inventory receipts using the wireless warehouse creates unapproved records. Because of this, you must use approvals when using the functionality described in this manual. Specifically you must use approvals for transfer receipts, purchase order receipts, and inventory adjustments. These approvals can default to yes or no, it is only important that they be used

21 System Settings Important! While these options can be set to yes or no, if you receive material using the Wireless Warehouse, the system always sets the approvals to no for purchase order receipts, transfer receipts and RMA receipts regardless of the setting for these options in System Settings. For example: you have the PO Receipts approvals set to ON Default to Yes. When you receive purchase orders without using the Wireless Warehouse system, the system automatically approves the receipt. However, when you receive a purchase order using the Wireless Warehouse, the system marks the receipt as unapproved. You must approve it using the main Prophet 21 system

22 System Settings Wireless Warehouse Navigation Path: Setup > System Setup > System > System Settings > Wireless Warehouse > General After enabling bins and approvals in your system, you must enable Prophet 21 to use scanners. The main switch for this is a checkbox found in System Settings. In System Settings, open the Wireless Warehouse folder and click the General focus. Field: Wireless Warehouse Enabled Key Description: The Wireless Warehouse Enabled checkbox is the on/off switch for scanner functionality in Prophet 21. No other scanner settings will be available unless you activate this checkbox. The product key to activate wireless functionality once you ve purchased the package

23 System Settings Field: Use System Generated Tags for Wireless Warehouse Use Wireless Bin Replenishment Create Based on Quantity Available Use Pull to Pick Second Scan for Single Item Bins Description: Activating this setting causes the system to automatically populate any tag field with a system-generated tag number. You can override the system-generated tag by entering or scanning a different tag, or you can accept it by pressing Enter. This happens each time you encounter a tag field, so if you are receiving a series of 10 items, each of which has a tag, the system will automatically generate a tag for each one of them, and you can override or accept each tag on an individual basis. When activated, the system sends an automated notification to a warehouse employee in an appropriate section of the warehouse that notes the bin and its stock requirements. A full description of the bin replenishment functions is found in Inventory Maintenance on page 95. When activated, the system generates bin replenishment requests based on the quantity available instead of the on hand bin quantity, meaning that transaction allocations factor into generating a replenishment request. A full description of the bin replenishment functions is found in Inventory Maintenance on page 95. Allows access to the Pull to Pick function described on page 169. Without activating this setting, the Pull to Pick menu option is not available. If you activate this setting, you cannot activate the Allocate Bins setting in the Bins node. When active, the system requires you to scan an item after you've scanned a bin, even if the bin is only supposed to contain one item. The system will not allow you to continue with the picking process until you ve scanned or entered an item. When this setting is deactivated, the system automatically defaults the item ID of the item if you scan a bin that only contains a single item; additional confirmation is not required. Note: This setting does not affect items that are tagged. Scanning an item tag confirms the item ID automatically. Approve PO Receipts Enabling this setting allows you to approve a purchase order receipt straight from the wireless device, without the need to use a terminal to access the system. The system does not automatically approve the receipt; you must still manually approve the receipt, but you do not have to use a terminal to do so

24 System Settings Field: Approve Transfer Receipts Use Wireless Label Printing Wireless Warehouse Transfer Undership Default Disposition Display Update was Successful Message Enter as Save and Next Keystroke in Receipts Putaway Strategy Description: Enabling this setting allows you to approve a transfer receipt straight from the wireless device, without the need to use a terminal to access the system. The system does not automatically approve the receipt; you must still manually approve the receipt, but you do not have to use a terminal to do so. This setting allows you to print tags and labels to a label printer designed for use with the Wireless Warehouse scanner. A full description of the printing functions available in WWMS is found in Printing on page 247. This setting determines the default disposition for transfer receipts that come in with less than the requested quantity. Cancel - Once you accept the transfer, the system considers the transfer complete and cancels the outstanding requested quantity. Backorder - Once you accept the transfer, the system puts the remaining quantity on a transfer backorder. When this setting is activated, the system displays a popup whenever you successfully save a transaction. Without activating this setting, the system does not display this message. When this setting is activated, you can use the Enter key to receive a line on a PO receipt instead of the F5 key. This setting determines what method the system uses to suggest bins when putting inventory away. Primary Bin/Algorithm - When suggesting a putaway bin, the system always suggests the item's primary bin unless that bin is not available (because it is full, put locked, frozen, or some similar reason). If the primary bin is not available, the system runs the putaway algorithm. Putaway Algorithm - When suggesting a putaway bin, the system only suggests the item's primary bin if that bin resides in the same zone as the one in the putaway list. If the bin sits in a different zone from the list zone, the system does not suggest the primary bin, even if it is available. For more information on these putaway strategies, see Putaway on page

25 System Settings Field: Empty Bins Strategy Group Pick Sequence Description: Determines when the system recommends empty bins during system directed putaway. During a normal putaway process, the system reviews a list of putaway zones and tries to match a zone to the item in your putaway list. Within each zone, the system looks for the item s primary bin. If it can t find that, it looks for a bin holding just that item. Failing that, it looks for a bin holding the item plus other items. If it can t find any of these, the system comes to empty bins. This system setting determines how empty bins factor into the recommended bin equation. Empty Bins in Zone - After exhausting all the options in the highest ranked zone, the system scans that zone for empty bins before analyzing any other putaway zone. Empty Bins Last - After exhausting all the options in the highest ranked zone, the system repeats the analysis in all other putaway zones, searching for bins with content to recommend. Only after it exhausts all possibilities in all putaway zones does it return to the top of the putaway zone list and begin searching for empty bins. No Empty Bins - The system does not consider empty bins when recommending putaway bins. Determines the order in which the system displays line items when performing a group pick. Bin Pick Sequence - The system orders the pick by bin sequence number. It does not use warehouse zones in this determination. Warehouse Sequence Ascending - The system orders the pick by bin sequence within zone, ordering the warehouse pick zones in ascending order. Warehouse Sequence Descending - The system orders the pick by bin sequence within zone, ordering the warehouse pick zones in descending order

26 System Settings Field: Single Pick Sequence Prompt for Serials During PO Receipts when Tracking Outbound Serials Only Clear Suggested Deposit Bin Between Receipts Enable Workbench Prompt Picker at the End of Each Transaction Specify Warehouse Pick Zone First Require Lot Scan in Picking Description: Determines the order in which the system displays line items when performing a pick for a single transaction. Bin Sequence - The system orders the pick by bin sequence number. It does not use warehouse zones in this determination. Line Item Number Sequence - The system orders the pick by item line number as it appears on the transaction. Paper - The system orders the pick in the same order the line items printed on the pick ticket. Primary Bin - The system orders the pick by the pick sequence of each item s primary bin. Warehouse Sequence Ascending - The system orders the pick by bin sequence within zone, ordering the warehouse pick zones in ascending order. Warehouse Sequence Descending - The system orders the pick by bin sequence within zone, ordering the warehouse pick zones in descending order. When enabled, the system asks for serial numbers when you receive serialized inventory via the wireless warehouse system even if you only track outgoing serial numbers. If disabled, the system does not require you to assign serial numbers to inventory handled through the wireless warehouse until you pick it for shipping. If you enable this setting, the system clears the Suggested Bin field after you deposit material. This setting activates the wireless workbench. For more information in this functionality, see Workbench on page 165. When you activate this setting, any picker assigned tickets from a workbench will receive a popup message notifying him that he has completed a pick ticket before the scanner presents the next ticket in the queue. When you enable this setting, you must first enter the zone in which you'll be picking before searching for pick tickets. The system will only display pick tickets with lines within your specified pick zone. When you enable this setting, the system will not default lots for picked items. You must still scan the lot for any picked item in order to complete the pick

27 Customer Defaults Maintenance Customer Defaults Maintenance Navigation Path: Accounting > Accounts Receivable > System > Customer Defaults Maintenance The system uses the Default Disposition setting on the Default Disposition tab in the Customer Defaults Maintenance window when deciding how to treat undershipped lines that are processed through the wireless warehouse system. The disposition selected here (e.g., Backorder, Direct Ship, etc.) is automatically assigned to items ordered by a specific customer when the order cannot be filled. Option: Result: Example: Backorder Direct Ship A requirement is generated to purchase the item. Upon receipt of the material against the purchase, the stock can be allocated to open backorders or allocated to free stock. The item is shipped directly to the customer from your supplier. A purchase order is generated to purchase the item. Note: Direct ships directly link a customer with a purchase order. Ten fixtures are ordered, but only six are in stock. The six fixtures are allocated to the order and the other four are given the Backorder disposition. A purchase order is generated for those fixtures. When they are received, they are allocated to the existing order. Two out of stock fixtures are ordered. Since the customer is in a hurry, the fixtures are given the Direct Ship disposition. A direct ship purchase order is generated for the fixtures. The fixtures are never received, but are delivered to the customer by the supplier

28 Customer Defaults Maintenance Option: Result: Example: Special Order The item is purchased and delivered ASAP, or it may be an item that you do not normally stock. The requirement generated to purchase the item is considered a "rush." Tip! Special orders directly link a customer order with a purchase order. Five out of stock fixtures are ordered and the customer needs them as soon as possible. The fixtures are given the Special Order disposition. A special order purchase order is generated to rushorder and receive the fixtures. They are then rushed to the customer. Cancel Hold The item is deleted from the order. Tip! Once an item is canceled on an order, you cannot undo the cancellation. The item is placed on hold. A decision regarding the item s disposition can be made at a later time. Eight fixtures are ordered, but only seven are in stock. The customer takes the seven fixtures, but can t wait for the eighth. That fixture is given the Cancel disposition. Four fixtures are ordered, but only one is in stock. You allocate the fixture on hand to the order and the other three are given the Hold disposition. This order will show up on a Hold Order Report where upon review, the disposition can be changed to Backorder, Cancel, Direct Ship, Special Order, or Transfer. The Default Disposition is set in each customer record, but can be edited for individual orders. When Default Disposition is set to None, there is no default disposition for the customer and you are prompted for a disposition if there is not enough of an item in stock to fill an order. Customer Maintenance Navigation Path: Accounting > Accounts Receivable > Maintenance > Customer Maintenance While the system setting noted above applies to all customers in your system, you can make changes to this default on a customer-by-customer basis in Customer Maintenance

29 Customer Defaults Maintenance This setting is identical to the one found in Customer Defaults Maintenance, but only applies to a single customer. It defaults to whatever setting you ve established in Customer Defaults Maintenance. If you change it, the system uses your new setting for this customer only, and the setting in Customer Defaults Maintenance for all other customers

30 Location Maintenance Location Maintenance Navigation Path: Setup > System Setup > System > Location Maintenance After establishing the settings for your company as a whole, you must address several settings for each location within your company that you want to use the Wireless Warehouse. Wireless Warehouse Options Tab The Wireless Warehouse Options tab in Location Maintenance allows you to specify what locations use the wireless warehouse, and if the system warns you of possible terminal/scanner overlaps. Activating by Location Unless you activate the Enable Wireless Warehouse at this Location, wireless functionality remains unavailable at this location. Even if it is available to the company, it will not function at this specific location. Terminal/Scanner Overlap Warning The Enable Wireless Warehouse Warning Message in Transfer and Order Shipping checkbox toggles a warning message that warns people of possible overlaps between console entered transactions and those handled with hand held scanners. If you activate this setting, whenever you use a console to enter a shipping or transfer ship that involves items in bin locations designated for use with the wireless warehouse, the system displays a warning message that states the warehouse zone is marked for use by the wireless warehouse, and asks if you'd like to continue. Transfer and order shipping transactions are two step processes in the Wireless Warehouse. This message serves as a warning when in between steps in case someone tries to double pick an order (once using the hand held scanner and once at a Prophet 21 console). Note: This checkbox automatically enables itself the first time you activate the Enable Wireless Warehouse at this Location setting. However, this only happens the first time. Should you later deactivate and reactivate the Enable Wireless Warehouse at this Location setting, this checkbox will remain unchecked until you manually activate it

31 Location Maintenance Keep Allocations on an Underpick This tab also contains an option that keeps material allocated to an order even if you underpick the quantity. If you activate this option and you underpick an order quantity, the system asks you if you are undershipping the order. If you answer yes, the system asks a second question: do you want to leave the unpicked material allocated to the customer order? Answering yes leaves the material on the order, meaning you can pick the order again for the remaining quantity. Answering no returns the unpicked quantity to the default disposition. Wireless Warehouse Session Defaults If you activate the wireless warehouse for a location, the Wireless Warehouse Session Defaults tab becomes available. This tab allows you to set the default behavior for the location when accepting purchase order and transfer receipts. This tab only establishes the defaults; you may change the system s action on a case-by-case basis as needed

32 Location Maintenance Field: Transaction Type Approved Allocate Automatically/ Receive Only Complete* Exclude From Lead Time* Description: Determines what kind of transaction the settings apply to. You can choose between purchase order receipts and transfer receipts. If you enable this checkbox, receipts performed with a scanning device are considered approved, meaning your general ledger and inventory records update upon a successful save. If not enabled, you must first use the PO Receipts window in the Prophet 21 system to approve receipts performed with a scanner before any of your records reflect the receipt. When set to Allocate Automatically, the system allocates material of an approved receipt to the oldest existing backorder first, and continues to allocate to open backorders until all backorders are filled or all received material is allocated. When set to Receive Only, the system makes no allocations for the received material; you must manually allocate the material yourself. When enabled, the system considers all lines on the receipt complete and closes all lines. You cannot receive further inventory against a closed line. When enabled, the time from purchase order to purchase order receipt is not factored into the system s calculations when determining average lead time for this supplier and item

33 Location Maintenance Field: Enter Lot Attributes Via Wireless Device* Description: If enabled, the wireless device provides a new screen (see page 34.) that allow you to define lot attributes used as traceable factors. In order to enable this setting, you must have a default value for every required lot attribute in all company locations (as defined in Lot Attribute Maintenance). If you do not have defaults assigned to all required attributes, the system will not allow you to enable this setting. In addition, you must activate the Always Prompt for Lot Attributes system setting, found in Setup > System Setup > System Settings > Inventory Management > Serials, Lots, & Bins Defaults, to use this option. Item Label Defaults 1 Label Per Unit of Measure - Upon completing a receipt, the system prints one label for each sale unit of measure. 1 Label Per SKU - Upon completing a receipt, the system prints one label for each purchase unit of measure. Number of Labels - Upon completing a receipt, the system prints the number of labels defined in this field. *Only available for Purchase Order Receipts. Important! You can also set these defaults up per scanning device, giving each one a different set of defaults. You can access these options with the Receipt Session Defaults screen in the System Info menu. See Setting Receipt Session Defaults on a Scanner on page 60 for more details

34 Lot Attribute Group Maintenance Lot Attribute Group Maintenance Navigation Path: Inventory > Inventory > Maintenance > Lot Attribute Group Maintenance If you choose to approve receipts through wireless devices, but not to enter lot attributes through them (meaning you enable the Approved setting, but not the Enter Lot Attributes Via Wireless Device setting in Location Maintenance, see page Wireless Warehouse Session Defaults on page 31), you must enter lot attributes using the main system. However, you cannot approve a receipt without entering values for all required lot attributes. For this purpose, the system includes the Lot/Attribute Defaults tab in Lot Attribute Group Maintenance. This tab allows you to define default values for your lot attributes. When you accept a receipt, the system automatically inserts the default value for the lot attribute, allowing you to approve the receipt straight from the wireless device without defining the attributes with the device. If you need to adjust the attributes from their default values, you can do this from the main system at a later time. This tab includes all the lot attributes associated with a given lot. The lot attribute and description appear in information only fields. The last field, Default Value, is the value the system automatically assigns to the given lot attribute when you accept an inventory receipt. You can change these values from their default later if you choose to

35 Wireless Warehouse Module Wireless Warehouse Module Once you ve enabled the wireless functionality in Prophet 21, you have access to the Wireless Warehouse module. This module is where you enter information the system needs to communicate with the handheld scanners. Data Identifiers Maintenance Navigation Path: Setup > Wireless Warehouse > System > Data Identifiers > Data Identifiers Maintenance The Data Identifiers Maintenance window is used to create, edit, and delete sets of data IDs. A data ID translates a barcode prefix to a field name, allowing the scanner to identify the information it is scanning. For example, if you scan a barcode with the item ID data ID, the scanner moves its focus to the Item ID field and enters the remainder of the scanned barcode into the Item ID field. The Query and List View tabs function exactly as they do elsewhere in the system. The Data Identifiers tab is where you can create, edit, and delete Data IDs. Select a field type from the Data Reference field, enter a short code that will represent it on a barcode in the Data ID field, and add a brief text description in the Description field if necessary. You can delete any existing data ID by changing the Row Status from Active to Delete. Data Identifier Group Maintenance Navigation Path: Setup > Wireless Warehouse > System > Data Identifiers > Data Identifiers Group Maintenance The Data Identifier Group Maintenance allows you to pull existing data IDs together into one group. This group becomes a profile you can assign to a company, and determines what set of data IDs that company will use to interpret barcode information. You cannot create new data IDs in this window; you can only group existing IDs together under a heading

36 Wireless Warehouse Module The Data Identifier Group tab is where you establish the header of a data ID group. Enter the data group ID in the Data Identifier Group ID field, and provide a description of this group in the Description field if necessary. You can delete any existing data ID group by setting the Row Status field to Delete. Once you ve created the header for the data ID group, you need to specify what individual data IDs are in this group. That is what the Data Identifiers tab is for. Enter the data ID you want to include in this group in the Data ID field. The Data Reference Type and Description fields populate automatically once you do. Though you only start with one line, each time you press Enter, the system provides another line, allowing you to enter any number of data IDs to a group. You can remove a data ID from a group by setting its row status to Delete in this tab. Company Maintenance Navigation Path: Setup > System Setup > System > Company Maintenance After you ve created a data ID group, you need to assign it to your company. Enter the appropriate data identifier group ID in the Inventory Tab in Company Maintenance. For more information on setting up the data identifier group ID, see Data Identifier Maintenance above

37 Wireless Warehouse Module Wireless Terminal Maintenance Navigation Path: Setup > Wireless Warehouse > Maintenance > Wireless Terminal Maintenance This window identifies each of the scanners and gives a brief summary of their recent activity. The first time someone logs into a scanner, it creates a record that is displayed here. This lets you know who is logged into each scanner, and when they began. The Wireless Terminal Form View tab displays a list of scanner logins. Each login appears on its own line and lists the following information: Company ID Wireless IP Address Location ID Location Description Current User ID Last Login Date Last Task Bin ID Login Status

38 Wireless Warehouse Module By default the tab only displays active connections, but you can view all recent connections by right clicking in the tab and selecting the Show Inactive option. You can reverse this by right clicking again and selecting Hide Inactive. You can also terminate an active connection by right clicking the line and selecting Set Inactive. This automatically logs the person out and terminates their session with the scanner. This function is useful in cases where a scanner crashes and its bin is still registered as in use by the system. Since a bin is released when someone logs out of the scanner, this feature frees the bin

39 Tips for Scanner Use Tips for Scanner Use The following tips are not essential to using the scanners with the Wireless Warehouse. However, these shortcuts can save you time when performing functions and make use easier. Function Key Commands Throughout the various screen of the scanner, the function keys perform a wide range of tasks. The same key likely performs different functions depending on what screen you are viewing, however, several function keys always perform the same tasks no matter where you are in the scanner system. Key: Command: Description: F1 Exit/Back Up Pressing this key brings you back one screen, or exits the program if you are on the first screen. Shift + F1 Clear Clears all fields in the screen. F2 Lookup Pressing this key gives you a popup search window similar to the ones found throughout Prophet 21. Shift + F2 F Key Help This brings up a screen that gives you a brief definition of what all the function keys do in the window you currently occupy. F7 Print If you are in a screen that supports printing (Printing on page 247), this function key will prompt the system to print an item or tag label. These keys perform the same functions throughout the system. In addition, there is a small group of other keys that, while not universal, appear in a number of places throughout WWMS. Key: Command: Description: Shift + F5 Shift + F6 Barcode Learning Additional Item Information This function receives its own section which appears below. Opens a window that provides additional information on the item, specifically the item description and extended description

40 Tips for Scanner Use Other F keys perform tasks as well, but their functions vary by window. Chapters that describe specific areas of the system also detail the commands of the function keys there. Barcode Learning Barcode learning is a way to adjust the barcode and UPC information for items on the fly. Do this by pressing Shift + F5. When you press this function key, a confirmation message pops up, asking if you want to create an alternate code or UPC. Answering No cancels the process; answering Yes brings a popup window: Field: Scanned Item Scan Item ID/UPC Description: The item ID for which you want to assign a UPC or create an alternate code. The system takes this information from the item ID entered in the prior screen; you cannot edit this entry. The UPC or alternate code you want to assign to the scanned item ID. You may enter a value in this field in three ways: Scan the new item Use the F2 lookup and select the appropriate item Enter the value manually Assigning a UPC If the item you re scanning doesn t already have a UPC associated with the supplier listed on the transaction, you have the option of assigning a UPC to the item. When you scan a barcode after pressing Shift + F5, the system checks to see if the value is 12 or 15 digits in length. If it is, and the item/supplier combination has no UPC assigned to it, the system allows you to assign the scanned value as the new UPC. This applies only to the supplier listed on the transaction. If the item is also associated with other suppliers, and they do not have UPCs assigned, the system does not assign the new UPC to them as well. Each item/supplier combination can only have one UPC. If the item/supplier combination on the transaction already has a UPC, you cannot use this function to assign a new one

41 Tips for Scanner Use Assigning an Alternate Code Alternate codes do not have the same restrictions that UPCs have. Upon creating one, the system asks if you d like to create another. If you answer No, the system closes the popup window and returns you to the transaction screen. However, if you answer Yes, the system clears the Scan Item ID field in the popup and allows you to enter another value. Login Defaults The login screen has several fields that default their entries based on the last time someone logged into the scanner. Company and Location ID The Wireless Warehouse system logs the last company and location used by a particular user ID. When you log in again, the system defaults the company and location fields in all screens to these saved values. You can change these manually, and the system will update the default IDs based on the values in these fields when you log out. Because these values are associated with individual user IDs, each user ID can have a different company and location ID default. Bin ID The system also logs the last bin ID for a particular gun, and defaults to this ID when you log in again. Unlike User ID and Company ID, the Bin ID field is optional; you do not need to enter a value here. You re also free to change the defaulted value to something else if you prefer. This field appears on the login screen to prevent errors during scanner use. By default, Prophet 21 ties the bin to the scanner through the IP address. However, if it cannot obtain an IP address for a scanner for any reason, Prophet 21 automatically assigns an IP address of It does this with every device, meaning that two scanners could have the same IP address, and thus the same bin ID. These two would then use the same data in their transactions, resulting in bad data and errors. By manually assigning a bin ID at login, you guarantee each device has a unique bin ID regardless of IP address. Though the Bin ID field is optional most times, it becomes a required field if the IP address of the scanner is If this is so, the system will not log you on until you enter an acceptable bin ID. The system saves the bin entered in the login and defaults to it during the next login

42 Item Notes in Wireless Warehouse Item Notes in Wireless Warehouse The scanners used in the Wireless Warehouse application don t normally display notes. However, there are times when you might attach information in a note that is important for your workers that use scanners to see. To accommodate this, the Wireless Warehouse system can display notes on scanner screens. Wireless Warehouse Display Areas To create a note that appears on scanner screens, you must set the note display location in one of the notepad maintenance windows. Wireless warehouse locations have been added to the list of display areas for notes: WWMS Picking, WWMS Pull to Pick, and WWMS Receiving. Notes: These three display areas only appear if the Wireless Warehouse is active in that location, and not all windows contain all areas. Also note that any note you place in the WWMS Pull to Pick area displays both when you pull the tag from the shelves, and then again when you pick from the pulled inventory. Therefore, if you insert a note in the WWMS Pull to Pick area, you do not need to set that note to also display in the WWMS Picking area; it does so automatically. Important! While you can give any note a WWMS display area, the scanners only display mandatory notes. The following list shows the wireless warehouse display areas each window contains: Item Notepad Maintenance WWMS Picking WWMS Pull to Pick WWMS Receiving Customer Part Number Notepad Maintenance

43 Item Notes in Wireless Warehouse WWMS Picking WWMS Pull to Pick Order Line Notepad Entry WWMS Picking WWMS Pull to Pick Wireless Warehouse Notes Whenever you enter the item, customer part number, or order line in the appropriate area, the system displays all mandatory notes. Note: If you trigger more than one note (for example, both the item and the order line have notes) the system displays the next note once you dismiss the current one. F-Key Functionality Pressing Shift + F4 in any screen that displayed a note calls that note back, allowing you to view it again after you dismiss it. WWMS System Info Once up and running on WWMS, you may need to reference information about a particular session. That is what the System Info screens are for. They contain technical and setup information about a scanner session. Most of what appears here is for informational purposes only; you cannot change most of the fields in these windows, but they can help you when you need basic information about the system you re running. Login Information Navigation Path: Transaction > System Info > Login Information The Login Information screen contains the basic technical details about the session currently running on the wireless device. All information in this screen is for informational purposes only; you can edit nothing here

44 Item Notes in Wireless Warehouse About Navigation Path: Transaction > System Info > About The About screen provides information about the WWMS software you are running on a wireless device. Like the Login Information screen, all information in this screen is for informational purposes only; you can edit nothing here

45 Item Notes in Wireless Warehouse 3 Receiving Processing inventory in a wireless warehouse begins with the receipt of goods into your warehouse, and wireless receiving makes your receiving process more efficient and allows for the application of tags or bar codes. This makes for better tracking of a package s movement throughout its life cycle. This chapter discusses the following: Scanner-Level Receipt Defaults (page 60- While you can set default behavior during inventory receipts at the system level (as described in Location Maintenance on page 30), you can also set defaults for individual scanners that take precedence, creating individual exceptions. Purchase Order Receipts (page 46 - Receiving inventory shipments against purchase orders using WWMS is a similar process to how it is done with Prophet 21 alone. However, the addition of scanners allows you to compare the receipt to an order record on the spot without the need to consult a terminal. EDI 856 Receipts (page 49 - These transactions receive material against an existing, unapproved receipt already in your system; all you need do is match the incoming material against the record. Transfer and RMA Receipts (page 52- Transfer and RMA receipts both accept incoming material that your company has already handled. Thus the receipt process does not need to be as rigorous, as you will already have much of the necessary information in your system already

46 Walkthroughs Walkthroughs This section shows you how to accomplish tasks, and provides explanations of the various areas of the system involved. Receiving Purchase Orders Receiving purchase orders via wireless device is similar to doing so with a terminal. The only difference is that much of the data entry is handled through scanning instead of keying in information. Enter PO Number The first step of receiving a purchase order is defining what order you are receiving. Define Receiving Line Once you ve identified the order being received, the scanner prompts you for information on which item from the order you are receiving. To receive an item, scan it. The system will display the item ID and verify that it is part of the order being received. If the item does not have a tag to scan, enter the item s purchase order line number in the PO Line field above. Once you identify which item you are receiving, the screen displays the ordered quantity for the item on this order, and the remaining quantity if there were any prior receipts

47 Walkthroughs Define Lots and Serial Numbers If you are receiving an item assigned a lot or serial number, the scanner now brings you to this screen. The Lot Receiving Screen is where you verify lot and serial information for a specific line. Thus, if you are receiving multiple serialized items or an order that contains more than one lot, you could find yourself back at this screen several times for a single receipt, each time for a different order line. Create Tags This screen is only available if you use tagging. Using this screen, you create tags for packages, or containers depending on your inventory management procedures. The screen shows you which tag you are currently creating, and how many more there are to go for this receipt, allowing you to better manage and track the tags you generate during the receiving process. Once you create a tag, you cannot exist the screen without first depositing the information to the system. However, you may exit normally if you have not created any tags. Once you establish all the values in this screen, the system brings you to the second tag creation screen

48 Walkthroughs This screen contains much of the same information you entered previously, though this time you cannot edit any of those fields. In addition, the system has two additional fields. The New Tag Number needs to be a value from a preprinted roll of tags or that exists in the system in the receipt location, while the Tag field shows the tag being created and the number to still create. Deposit Receipt Depositing determines where the material you receive will go to be stored in your warehouse. The screens up to this point track and confirm what s coming in; this screen tells the system where that material is going to go. If you do not use tagging to track your inventory, you ll see the following screen: If you do use tagging, the screen will look like this:

49 Walkthroughs Note: In both cases, the deposit bin shown is the default deposit bin; you do not have to deposit the inventory there. Function Keys The function keys perform the following tasks in the Purchase Order Receipts window: Key: Command: Description: F3 Accept Accepts the entries for lot and serial fields. F4 F5 Shift + F5 Toggle Tag/Pack Receive Current Receipt Line Barcode Learning In the Receiving Tag Creation Screen (see page 47), pressing this key toggles the system between requesting a number of tags and a number of packs. See the Create Tag section for more details. Saves the receipt line you have entered, but keeps the transaction open, allowing you to receive another line. Pressing Enter does the same thing if you activate the Enter as Save and Next Keystroke in Receipts system setting (see Wireless Warehouse on page 22). This is described in Barcode Learning on page 40. F6 Lot Number This button prompts the system to provide you with a lot number. Scan the Traceable Factor. If a match is found for the Day/Item/Vendor, the system supplies the appropriate lot number. If not, it generates a new one. Shift + F6 Shift + F7 F8 Additional Item Information Serial Number Create New Tag This is described in Tips for Scanner Use on page 39. This button prompts the system to provide you with a serial number. Scan the Traceable Factor. If a match is found for the Day/Item/Vendor, the system supplies the appropriate serial number. If not, it generates a new one. This button prompts the system to provide you with a tag number. Scan the Traceable Factor. If a match is found for the Day/Item/Vendor, the system supplies the appropriate tag number. If not, it generates a new one. F9 Save Saves the purchase order receipt. Receiving EDI 856 Receipts An 856 receipt is one in which you receive material from a purchase order that has an unapproved receipt already in the system (see the Prophet 21 help files for information on the Autoreceive from

50 Walkthroughs feature for more information). In many ways, this process is similar to a standard purchase order receipt. The difference is that with an 856 receipt, there is already a receipt record in your system; you just need to verify that the material you are receiving matches the existing record, and then approve it. Enter Transaction Number The first screen of this process is where you identify what purchase order or shipment you are receiving. This is almost identical to the standard purchase order receipts screen, but the 856 EDI receipt process allows you to identify the shipment by purchase order number or shipment number. Both of these fields are searchable, and only one is required. This is because upon entering a value in either one, the system immediately searches its records to find all unapproved receipts associated with the purchase order or shipment you entered. If it finds none, the system informs you there are no unapproved receipts on file and clears the screen. Select Receipt If the system finds one or more unapproved receipts, it brings you to the Receipt Selection screen. This screen displays a list of all unapproved receipts tied to the purchase order and allows you to choose one. Note that you can only see unapproved receipts that are tied to shipment ID numbers. Unapproved receipts created manually and without a tie to a supplier-sent shipment number do not appear here. To confirm a receipt, check the Approved checkbox and save the record. When you do this, the purchase order receipt becomes confirmed, and the system updates your inventory quantities accordingly. Find Additional Information The above steps complete an 856 receipt. However, you have additional tools available to view details of the unapproved receipts in your system. Receipt Drill Down The Receipt Drill Down screen is an information only screen that isn t used in the receipt process, but exists to give you further detail on any selected unapproved receipt. This screen appears when you

51 Walkthroughs select an unapproved receipt and press F3. This screen displays a list of all items that appear on the chosen receipt. If the item traces lots, serial numbers, or tags, an asterisk * appears in the Traceable field. You can see more information about an item by selecting the line and pressing F3 again. Item Drill Down The Item Drill Down screen provides additional details about a selected item and allows you to edit details about it, such as assign lots, serial numbers, and tags. This screen appears when you select an item from the Receipt Drill Down screen and press F3. It is the same as the PO Receiving screen. If you enter this screen and assign all required lots, serial numbers, and tags for an item, the system automatically marks that line as approved when you back out to the Receipt Selection screen. You can toggle this setting with F7 as normal. Function Keys The F-keys perform the same tasks in these windows that they do in the Purchase Order Receipt windows. However, there is one special case: In the Receipt Selection screen, the F7 and F8 keys have a different function than they do for the other screens in this series. Key: Command: Description: F7 Approve/Clear Pressing this key toggles the Approved checkbox setting for the highlighted line. You cannot approve a line that tracks lots, serial numbers, or tags without first assigning these things

52 Walkthroughs Key: Command: Description: F8 Approve All/ Clear All Pressing this key toggles the Approved checkbox setting for all lines on the receipt. If you press this key and the receipt contains line items that track lots, serial numbers, or tags that have not been assigned, the system gives you a warning message and does not approve these lines, but does approve the rest. In both cases, you must assign a receipt bin for the received items. The system provides a list of bins when you press either key, but you can exit out of that popup if you choose. Exiting without selecting a bin cancels the approval. Receiving Transfers Receiving a transfer is little different from receiving a purchase order. However, since you are receiving material from yourself, the process is more compact. Enter Transfer Number The first screen in this process is nearly identical to the PO Number screen. Enter the transfer number in this screen to begin the receipt process. Transfer Line Receipt Screen Once you have entered a transfer number, the scanner displays the transfer line receipt screen. This screen is very similar to the Purchase Order Line Receipt screen, but it includes a bit more information. Like the Purchase Order Receipt screen, this screen displays the transaction number, and once you enter an item ID it also displays the quantity of item ordered, and the quantity left to receive. Also like receiving purchase orders, this second screen is where you indicate the receipt quantity and unit of measure. Define Lots and Serial Numbers Transfers do not have a separate screen for assigning lots and bins to items; you perform that function in this screen. As soon as you enter an item that tracks lots or serial numbers, these fields become active, allowing you to enter that information here

53 Walkthroughs Deposit Receipt This screen too is virtually identical to its purchase order receipt equivalent. In this screen, indicate what bin where you are placing the item once it is received. Function Keys The function keys perform the following tasks in the transfer receipt windows: F3 F5 Key: Command: Description: Shift + F5 Shift + F6 Shift + F7 Deposit/Enter Tag Info Receive Current Receipt Line Barcode Learning Additional Item Information Enter Serial Numbers Saves the tag number displayed on screen. Some shipments have multiple items with the same item ID, but different tags. In this case, you must enter a series of tag numbers. Press this key after each one to accept the tag number and move to the next one. Saves the receipt line you have entered, but keeps the transaction open, allowing you to receive another line. Pressing Enter does the same thing. This function is described fully Barcode Learning on page 40. This function is described fully on page 39. Saves the serial number displayed on screen. Some shipments have multiple items with the same item ID, but different serial numbers. In this case, you must enter a different serial number for each individual item. Press this key after each one to accept the serial number and move to the next one. F9 Save Completes the receipt and saves the changes

54 Walkthroughs Receiving by Pallet (Prophet 21) Navigation Path: Inventory > Inventory Management > Transaction > Transfer Pallet Receiving Receiving by pallet subset of transfer receipts in which you receive a single pallet loaded with multiple transfer line items. It is a quick process that requires minimal system interaction. For more information on pallets, see Pallets on page 147. Identify Pallet Begin by entering the pallet ID you are receiving. The system retrieves and displays the pallet's information. Once you've identified the pallet, select the allocation method you want applied to the incoming material and save the record. Line Item Detail All line items loaded on the pallet display on the Pallet Detail tab, which shows not only the number and quantity, but what specific transaction it is a part of. Note: Information in this tab is informational only. You cannot adjust item information during pallet receipts. None of these fields are editable. Receiving Containers Navigation Path: Transaction > Receiving > Container Receipts The process of receiving containers is similar to receiving a standard PO, except that in this case you first scan the containers before getting to line items

55 Walkthroughs Select Container The first step in the container receipt process is to indicate the container you are receiving. Most times you will scan the container you are receiving, but you can also enter the vessel receipt number if you have it. You only need one of these, however, to begin the process. Note that if you are continuing an existing but incomplete receipt, you can enter the receipt number here to pick up the receipt where it was left as well. Receive Line Items With the container identified, you now move to receiving the container contents into inventory. Do this by either identifying the PO Number and line, or, more easily, scanning an item. Once you identify the item, enter the quantity of the receipt. Note: You can flag any line as a wrong part by adjusting the Wrong Part Received Flag. Press Enter or F3 to proceed. Define Lots and Serial Numbers If you are receiving an item assigned a lot or serial number, the scanner now brings you to the Lot Receiving Screen, where you verify lot and serial information for a specific line. Thus, if you are

56 Walkthroughs receiving multiple serialized items or an order that contains more than one lot, you could find yourself back at this screen several times for a single receipt, each time for a different order line. This is the same screen as the one used during standard inventory receipts, described on page 47. Create Tags The process of creating and depositing material from containers to tags is identical to the process of creating and depositing to tags for a standard inventory receipt, as described on page 47. Deposit Line Upon receiving a line to your scanner bin, the system brings you to a deposit screen where you specify the inventory bin to which you will deposit the material. Scan the deposit bin and press either F5 or F9 to deposit the material. Important! Container receipts performed through WWMS are unapproved. You must access Prophet 21 through a terminal and approve the receipt there to complete the process. Function Keys Key: Command: Description: F3 Deposit Pressing this key in the line item screen brings you to the deposit screen for you to identify the deposit bin. Shift + F4 View Notes Pressing this key displays any notes attached to this container or PO in a popup window. F5 Shift + F5 Shift + F6 Save and Receive Next Barcode Learning View Additional Info Pressing this key in the deposit screen completes the deposit of the line and returns you to the line screen to scan the next item in the container. This is described fully in Barcode Learning on page 40 This is described fully in 39. F9 Save This saves the current receipt

57 Walkthroughs Receiving RMAs The RMA receipts process and screens are virtually identical to the transfer receipts process and screens. The only difference is the kind of inventory and transactions you are receiving, customer returns instead of internal transfers. All screens and definitions shown in the transfers section apply here. Function Keys The function keys perform the following tasks in this series of windows: F3 F5 Key: Command: Description: Shift + F6 Shift + F7 Deposit/Enter Tag Info Receive Current Receipt Line Additional Item Information Enter Serial Numbers Saves the tag number displayed on screen. Some shipments have multiple items with the same item ID, but different tags. In this case, you must enter a series of tag numbers. Press this key after each one to accept the tag number and move to the next one. Saves the receipt line you have entered, but keeps the transaction open, allowing you to receive another line. Pressing Enter does the same thing. This function is described on page 39. Saves the serial number displayed on screen. Some shipments have multiple items with the same item ID, but different serial numbers. In this case, you must enter a different serial number for each individual item. Press this key after each one to accept the serial number and move to the next one. F9 Save Completes the receipt and saves the changes

58 Quick Steps Quick Steps This section contains stripped down instructions for the various tasks discussed in the Walkthroughs segment. Receiving a PO Line Start In: Transaction > Receiving > Purchase Order Receipts Enter the purchase order number, then press Enter Enter the item ID or PO line number of the item you want to receive Enter the quantity you are receiving, then press Enter Enter any lots or serial numbers Enter the deposit bin, then press F5 This process saves a receipt line but does not close or complete the receipt process. Go To: Completing a Purchase Order Receipt Assigning Tags During PO Receipt Start In: The Tag Entry screen, which appears after you define lots and serials on a PO receipt Enter the package information, then press Enter Apply tags to the packages and record their numbers; press Enter after each Enter the deposit tag/bin, then press F5 This process saves a receipt line but does not close or complete the receipt process. Go To: Completing a Purchase Order Receipt Completing a Purchase Order Receipt Start In: Purchase Order Receipts after receiving all lines Press F9 instead of F5 when you deposit the last line Review and save the receipt in Prophet 21 Only after the receipt is saved in Prophet 21 is the material available for use and listed as on hand. Receiving an 856 Receipt Start In: Transaction > Receiving > EDI 856 Receipts

59 Quick Steps Enter the purchase order or shipment number, then press Enter Select the unauthorized receipts you are receiving, then press F9 Receiving a Transfer The process of receiving transfers using scanners is almost completely the same as receiving a purchase order receipt. The only key differences are: Start in Transaction > Receiving > Transfer Receipts Lots and serial numbers are entered on the Line Receipt screen If you use tagging, there should already be tags on the material you are receiving, allowing you to scan them and thus automatically enter most information Receiving an RMA The process of receiving RMA using scanners is almost completely the same as receiving a purchase order receipt. The only key differences are: Start in Transaction > Receiving > RMA Receipts Lots and serial numbers are entered on the Line Receipt screen Unlike transfer receipts, you can t guarantee that customer returns will include tags, and even if they do, you may need to verify the contents and condition of the material returned. Thus you will rarely be able to enter the bulk of information with the scan of a tag

60 Setup Setup The following tasks set up the system specifically for use with the functions described in this section. Setting Receipt Session Defaults on a Scanner WWMS provides the ability to set default system behavior when receiving inventory, as described in Location Maintenance on page 30. However, certain situations may require different default behavior for particular users. In these cases, you can create a sub-set of inventory receiving default behaviors that reside on individual scanners that override the system-wide defaults. The parameters for establishing scanner-level defaults are identical to those for the system-wide settings, however, because these behaviors only apply to an individual scanner you must set them on the scanner itself, not in Prophet 21. The screens in this area of the system are identical to those described in Wireless Warehouse Session Defaults on page 31Location Maintenance on page 30Defaults established on a wireless device override those established on the main system, but apply only to that individual scanner. Select Defaults Navigation Path: System Info > Receipt Session Defaults The opening screen in this section is where you set what kind of transaction the default settings cover. This screen is a compact version of the Wireless Warehouse Sessions Defaults tab in Location Maintenance, and contains many of the same options, all of which function just as they do on the tab. Enter Lot Attributes If you ve enabled the Enter Lot Attributes Via Wireless Device setting either in the scanner screen described above or in Location Maintenance (see page 31), the system prompts you with the Lot Attribute screen once you define a lot

61 Setup This screen has a field for each lot attribute set up in your system. It requires you enter a value for each attribute you marked Mandatory in Lot Attribute Maintenance. Once you ve entered the lot attributes, press F4 to accept the entries. If there are more attributes than fit on a single screen, the wireless device displays the next batch of attributes after you press F4. Enter System Dates Once you ve entered and accepted all the lot attributes for a given lot, the system displays the Lot Attributes System Dates screen. Field: Certified Recertified Expiration Number of Lots Supplier Certified Supplier Recertified Quality Code User Defined Description: The date you certify the lot as sellable. The date you reaffirm the lot as still sellable. The date on which your sellable certification for this lot expires. The number of lots covered in this certification. The date your supplier certifies the lot as sellable. The date your supplier reaffirms the lot as still sellable. A numerical rating that indicates the quality of the lot. The lower this number, the better the quality, making 1 the best quality available. If you ve created any additional tracking dates, they appear here. Once you ve entered all the dates in this screen, press F4 to accept the entries

62 Setup Enter Comments After you enter and accept the lot attribute dates, the system displays a freeform screen that allows you to enter any comments for the lot. Review Over/Under Receipts Once you ve received your inventory and identified all lots and lot attributes, you can review all under and overreceipts by pressing Shift + F9. This brings up the Posting Receipts screen, which provides information on all receipts that don t match the expected quantities. This screen is available for both PO and transfer receipts. Note: When judging if a line meets the expected quantity, the system looks at the total cumulative quantity, not just the quantity received in this shipment. If the total received quantity across all receipts to date meets the order amount, the system closes the line and marks it complete. Also, if you didn t receive anything against a particular line, the system ignores that line. It only evaluates lines against which you received something

63 Setup Field: Transfer/PO Number Transfer/PO Line Number Item ID Item Description UOM Transfer/PO Open Quantity Transfer/PO Received Quantity Remaining Quantity Complete Description: The transaction number against which you are receiving material. The line number of the transfer or PO that doesn t match the ordered quantity. The item ID of the item that doesn t match the ordered quantity. A brief text description of the item that doesn t match the ordered quantity. The order UOM of the item. The amount of item still not received. The cumulative amount of item received from all receipts to date, including this one. The quantity of item still open on this transaction. If you re overreceiving a line, this field displays a negative number. If the PO Received Quantity matches the order quantity, the system automatically checks this box and closes the line. If this box is checked, it denotes that the line is completely received and no further action is required on it. Enter Freight The Freight Screen allows you to enter freight charges at the time of inventory receipt, rolling these charges into the base cost of the item. You can access this screen by pressing Shift + F9 after you ve entered and accepted receipt quantities, lots, and lot attributes. Field: Receipt Freight Description: The amount of freight you paid to have the inventory shipped to you. The value you enter here is added to the cost of the item

64 Setup Currency ID Field: Currency Type Description: This information only field displays the currency used to pay the freight charge. This setting allows you to toggle between the currency used for the purchase order, and your company s home currency. The Receipt Freight field changes its value to match the selected currency, using the exchange rate in effect on the date you created the PO. Enter Exception The Posting Exception screen provides you the opportunity to save a receipt with different settings than the default in terms of how the receipt impacts your inventory levels and general ledger. If you press Shift + F9 after receiving the inventory, identifying its lot and all its lot attributes, and resolving any under and overshipped lines, the following screen appears: These options are identical to those described on page 31, but apply to this receipt only. Any changes you make to the default setting in this screen do not change the default setting for the wireless device or the main system. Note: This screen is available for transfer receipts as well, but only gives you the Approved checkbox and the allocation options

65 Setup 4 Putaway Once product has been received into the warehouse, you need to put it into a bin. Using the wireless warehouse makes the putaway process much easier because it directs you to bins with available space, while also allowing you to put product into a bin of your own choice. It also makes the putaway process more accurate by warning you if you are about to put an item in a full or unusable bin, or in a zone not defined for the item. This chapter discusses the following: Ranking Inventory (page 66- Sales ranking may provide good metrics for measuring stock levels, but they provide no guidance on how to arrange inventory in your warehouse. WWMS provides tools to rank inventory based on pick frequency, as well as a method to arrange your warehouse into zones to group similarly ranked items. Putaway (pages 1/70) - Putting away an item can be as simple as recording the bin where you place it. However, making use of item, bin, and warehouse details, the system can make suggestions to optimize your inventory placement during the putaway process. Group Putaway (page 74 - This is a variant on system-guided putaway that starts with creating a list of items you want to put away. The system runs its calculations to determine the best place for each item, and then prompts you to put each item away in turn. However, by taking into account warehouse layout it not only offers optimum placement of each individual item, but also guides you from bin to bin in the most efficient order. View System Logic (page 79- You can "peek under the hood" of the system-guided putaway process to see the calculations Prophet 21 uses when generating deposit bin suggestions for items using this tool

66 Concepts Concepts The following segments explain the business logic and internal processes Prophet 21 uses. While none of these sections will tell you how to perform tasks, they will deepen your understanding of system behavior. Ranking Inventory When recommending a deposit bin during inventory putaway, Prophet 21 works through a logical process described in Bin Suggestion Logic on next page Bin Suggestion Logic on next page Important! The system ignores any item loaded on a pallet when running putaway evaluations. Warehouse Zones WWMS maps your warehouse into specific zones and uses these to determine what bins the system should recommend when putting away inventory. You can use these zones yourself for determining where best to place inventory as well. Once you ve created zones in your system, you can assign them, in descending order of preference, to particular items or classifications. For example, a distributor has items with sales class rankings A E, and has warehouse zones A E, and Bulk A E. He wants to set up the putaway zones for the each ranking so that product ideally goes in a matching zone, but at worst remains close by. He creates the following list for items ranked A: Zone A Zone B Zone C Zone Bulk A Zone Bulk B When looking for putaway bins for items in sales class A, it looks through all the bins in Zone A, then B, then C. If it still hasn t found a suitable deposit bin, the system then goes to the bulk location for the A ranked items, and then finally the B ranked items. Inventory Putaway Rank While Prophet 21 already allowed you to rank your inventory by class, this criteria for these ranks were sales dollars and units sold. To better measure an item's physical movement, Prophet 21 uses a ranking based on how often an item is picked for a transaction, regardless of quantity or cancelation. A higher putaway rank means that the item is accessed more frequently and needs to be in an easily accessible

67 Concepts area, while an item with a low putaway rank is seldom picked for an order and can afford to be stored in a distant area of your warehouse. Putaway ranks are similar to ABC ranks, but have nothing to do with profit and instead deal more with how often the items are picked. Note: You can use the same labels for putaway ranks that you do for ABC ranks (A, B, C, D, etc.). Rank names need only be unique within their own category. For example, you could have a putaway rank of A and an ABC class of A, but you could not have two putaway ranks both called A. However, Epicorstrongly recommends you use a different naming pattern for your ABC and putaway ranks, because if you don't you cannot assign them different percentage thresholds, and since the two are used in completely different ways this can make updating your inventory ranks more difficult. As an alternative, you might consider using the A, B, C, D schema for one set of ranks, and AA, BB, CC, DD for the other. Thus putaway ranks are determined by the number of times an item is put in demand. This means all sales orders, transfer orders, secondary processes, and production orders that has this item as a line item. Quantities for these transactions are not important; what matters is the number of times the item has been picked. Canceled orders count toward this calculation as well. Putaway Attributes In addition to creating putaway classes based on an item s pick frequency, you can also assign putaway attributes to items at individual locations. These attributes allow you to include factors outside of pick frequency that should be taken into account when placing items in your warehouse. Example attributes include customer, product size (quarter inch nuts), finish (zinc plated parts), or hazardousness. By creating a putaway attribute, you can organize items by these characteristics and the system can take them into account when generating putaway lists and suggesting putaway bins. For example, if you keep a certain quantity of item on reserve for an important customer and store that quantity away from other like items, you could enter that customer s ID as a putaway attribute so that the system would take this into account. Important! If an item has both a putaway rank and a putaway attribute, the system always makes recommendations based on the putaway rank first. Thus, if you want the system to make putaway recommendations based on an item s putaway attribute, you should not assign that item a putaway rank. Bin Suggestion Logic System directed putaway is when Prophet 21 recommends a bin for you to place inventory quantities. You can choose your own bin and override the system recommendation, but there is a reasoning the system follows every time it offers a bin. What reasoning the system uses depends on the Putaway Strategy system setting described on page

68 Concepts Primary Bin/Algorithm When suggesting a putaway bin, the system always suggests the item's primary bin unless that bin is not available (because it is full, put locked, frozen, or some similar reason). If the primary bin is not available, the system runs the putaway algorithm described in the Putaway Algorithm section. When using this method, the system generates putaway lists based on the primary bins for the listed items using the following hierarchy to order the bins: putaway sequence, then warehouse sequence, then bin ID in alphanumeric order. Putaway Algorithm When you scan an item or tag, the system accesses several pieces of information about it: Sales Rank ABC Class Package Weight Package Volume Number of Packages Item Weight Item Quantity Item Putaway Attribute Using this information, the system automatically performs the following process to determine what bin it should recommend: 1. The system checks the rank of the items. If this is a tag that contains multiple items with different ranks, the system uses the highest rank for this process. 2. It then determines the volume and weight of the packages. If there are multiple packages on this tag (such as multiple boxes on a palate), the system multiplies the weight of a single package by the number of packages on the tag. If the package weights are not available, the system approximates package weight by taking the weight and volume for the item in the package and multiplying them by the quantity per package. If there are multiple packages, the system then multiplies this number by the total number of packages to estimate package weight and volume. Important! Because of the way Prophet 21 makes its bin recommendations, maintaining accurate and complete weight and volume records for items and packages is very important. 3. Prophet 21 looks through all existing putaway zone lists to see if there is an existing list that matches the items you are putting away. If you are putting away tags, and an individual tag has more than one item on it, the system uses the highest ranked item to determine where it should go. If you are putting away a tag with multiple items on it and some of those items use putaway attributes, the system tries to match a putaway list to the tag s attributes in the following hierarchy: a. Putaway Rank & Putaway Attribute & Pack Type b. Putaway Rank & Putaway Attribute

69 Concepts c. Putaway Rank & Pack Type d. Putaway Attribute & Pack Type e. Putaway Rank f. Putaway Attribute g. Pack Type 4. Prophet 21 now scans the warehouse, looking for bins in the warehouse zone that matches the item rank. It looks for bins that contain the same item and bins designated as primary bins for the scanned item. Once it has this list, it begins to check several factors: a. Prophet 21 checks the maximum number of item IDs allowed in the bin. If the bin doesn t already contain a quantity of the item ID you re putting away and doesn t have room for more, the system skips this bin. Otherwise it moves on to the next step. Note: If you are putting away tagged inventory, the system considers each item ID on a tag unique, and thus may skip a bin because it cannot accommodate all the item IDs on a single tag. b. The system searches for the bin with the smallest available open space that the item or package would fit in. c. It then checks the available weight and space limit of the bin against the weight and volume of the item or package to be deposited to ensure it can fit. 5. If the system does locate a viable deposit bin, it displays the bin on the scanner. 6. If none of the partially filled bins can accommodate the deposit, the system cannot find any appropriate bins in the designated zones. At this point, the system returns a recommended result of anywhere, and you must find a bin for the putaway quantity yourself. You can prompt for another bin, which will send the system through the process again, but this time it will ignore all prior recommendations. The system will mix items in a bin only as a last resort. Additionally, if the item or tag tracks lots, the system first checks to see if all the lot attributes have been entered. If the lot is missing information for assigned lot attributes, the system will display an error message and not allow the item to be put away until the lot attributes are entered. Note: When using the Putaway Algorithm setting, Prophet 21 places no special emphasis on the primary bin. It is considered a bin like any other for the purposes of the recommended putaway list. Thus the primary bin may be suggested in this process if it is determined to be the best fit, but not because it is an item's primary bin

70 Walkthroughs Walkthroughs This section shows you how to accomplish tasks, and provides explanations of the various areas of the system involved. Putting Away Items Inventory putaway is divided along two different lines: system vs. self directed and tag vs. non-tag. System directed putaway means that the system automatically suggests a bin for your item. You are free to ignore the system recommendation and place the item wherever you think is best appropriate, but every item put away with this function comes accompanied by a bin suggestion. Self directed putaway is much the same as system directed putaway, except that the system makes no deposit bin recommendations. WWMS has separate modules for system and self directed putaway for tag and non-tag items. Putaway for Non-Tag Items Navigation Paths: Transaction > Inventory Operations > System Directed Item Putaway Transaction > Inventory Operations > Self Directed Item Putaway Identify the Where and What The first step in putting away items is establishing the basics: what's the item, how much are you moving, and where is it currently? You can accomplish most of this with a scan of the bin and item respectively. Information appears on the screen as you enter it

71 Walkthroughs If the item you are moving tracks lots, traceable factors, or serial numbers, you need to specify these as well. Also before you're ready to move to the next step, you need to indicate the putaway quantity. This not only helps the system maintain accurate inventory records, but factors into the calculations for suggesting a deposit bin. Note: The Quantity Available to Move field shows you the maximum quantity of item available in the bin. It is not the total quantity in the bin, but the total unallocated quantity. You cannot enter a quantity to move larger than the value listed in this field. Review Suggested Bin (System Directed Only) If using system-guided putaway, once you enter a quantity to move and press Enter, the system suggests a bin. From here you have several options: Deposit the item in the suggested bin (press F9) Deposit the item in a bin of your choosing (scan your choice, then press F9) Ask for an empty bin (press F4) Ask for another bin suggestion (press F5) Lock the suggested bin (press F6) Deposit the Item Whatever bin you select, deposit the material by scanning the bin and pressing F9. If you deposit material to a bin other than the item s primary bin, you may set the deposit bin as the item s new primary bin by activating the Change to Primary checkbox. If this checkbox is active when you save the deposit, the bin in which you deposit the material becomes the primary bin for that item. Putaway for Tag Items Navigation Paths: Transaction > Inventory Operations > System Directed Tag Putaway Transaction > Inventory Operations > Self Directed Tag Putaway

72 Walkthroughs Identify the Where and What Putting away tag items is similar to the process described above. However, because a tag record stores more information than an item ID, you enter much of the identifying information all at once by scanning the tag. As soon as you scan the tag, the system automatically knows its current bin; you need only scan the tag. Note: Unlike non-tag putaway, WWMS does not ask for a quantity as part of the putaway process because it assumes you are putting the entire tag away. You cannot split tags as part of this process. If you need to split the tags, do so first, then begin this procedure. Review Suggested Bin (System Directed Only) If using system-guided putaway, once you enter a quantity to move and press Enter, the system suggests a bin. You have the same options here as described in the non-tag procedure above. Deposit the Tag You can deposit the tag to any bin, including the suggested bin, by scanning it and pressing F9. However, tags provide you with additional detail that can impact the putaway process, as tags can be placed in containers and on platforms that might have tags of their own

73 Walkthroughs Scanning a deposit tag automatically populates any other location information. For example, scanning a container tag automatically tells the system the platform and bin. The Change to Primary checkbox makes the deposit bin the primary bin for all items on the tag. Function Keys The scanner function keys perform the following actions in this window: F4 Key: Command: Description: Shift + F4 F5 Suggest Empty Bin Change to Primary Suggest Different Bin Prompts the system to run through its selection process again, this time only considering empty bins. However, the system first asks you to enter a reason why you don t want to use the suggested bin. Pressing this function key when your cursor is in the Deposit Bin field marks the deposit bin as the new primary bin for the item you are depositing. This allows you to change an item s primary bin on the fly. Prompts the system to run through its selection process again, this time ignoring any bin it s already suggested. However, the system first asks you to enter a reason why you don t want to use the suggested bin. F6 Put Error Places a put lock on the suggested bin, meaning that the system will not suggest this bin for any other putaway process, and will not allow inventory to be deposited here until the lock is removed. Shift + F6 Additional Item Information For example, while performing a putaway, the system suggests a bin you find has been damaged by water, and thus shouldn t be used by anyone until the area is repaired. Pressing F6 locks the bin, preventing the system from suggesting it and anyone else from depositing material there until someone manually clears the Put Lock checkbox in Location/Bin Maintenance. This function is described in Function Key Commands on page 39 F9 Save Saves the record and closes the window

74 Walkthroughs Putting Away Items (Group Putaway) Navigation Path: Transaction > Inventory Operations > Group Putaway Group putaway is simply a version of system-directed putaway (see page 70) that allows you to load a queue of items onto your scanner. The system then runs the putaway algorithm described on page 67 and generates a list of suggested bins. Because the system generates a list of suggested bins instead of suggesting them one by one, however, it can then present them a more efficient order. This cuts down on trips back and forth across the warehouse, making each hop from bin to bin as direct as possible. Select Item Type Group putaway lists are transaction specific in a broad sense. You can pick up items allocated to transfers, or you can pick up items allocated to any other transaction type, but you cannot create a putaway list that includes transfer and non-transfer items. Make that selection before doing anything else. Add Items to Putaway Queue Group putaway starts in a similar way to single-item putaway: identify the item and quantity to be put away. Just like in single item putaway, you must establish what the item is, what quantity you're putting away, and where it currently resides. If an item tracks lots, serial numbers, or traceable factors, they must be specified in this step as well. If you scan a tag, the system takes all of the other identifying information required from the tag. Also like single-item putaway, Prophet 21 takes the entire quantity of every item on the tag when you scan it; it does not allow you to split quantities as part of the putaway process

75 Walkthroughs However, this initial scan doesn't immediately launch you into the putaway process. Instead, once you identify an item and quantity, you add it to the putaway queue by pressing F3. This clears the screen, at which point you can scan another item or tag and add it to the queue also. You can view the size of your total list at the bottom of the screen. Note: Tags are treated as a single item for the purpose of the putaway list; group putaway will not split a tag. Build List Scanning items in the opening screen adds them to your queue, but the system doesn't build an ordered list of suggested bins until you prompt it to do so. Until then, WWMS adds everything you scan to the putaway queue

76 Walkthroughs The first part of turning your queue into a putaway list is selecting what kind of list you'd like. You have two options: Item and All. Field: Item All Description: The system treats each item on the putaway list independently. It generates a separate bin recommendation for each one and requires you to make a separate deposit scan for each item or tag, even if two or more are going to the same bin. The system treats the entire putaway list as one collective unit. It generates a bin recommendation for the items based on the highest ranked item in the list, allowing you to deposit the entire list to the suggested bin. You can still split up items in the list during the putaway process, however, allowing you to deposit them item-by-item in different bins. Once you've fully loaded your queue and selected what kind of list you want the system to create, press F4 to create the list and begin the putaway process. Confirm Item/Tag Before you deposit an item or tag, the system first makes you verify that the item you are about to deposit is the one it currently has as next in the queue. It does this with the Item/Tag Confirmation Screen

77 Walkthroughs This step is largely the same as the initial scan that placed the item on the list; you're performing it a second time to ensure that the item you're about to put away is the same one that the system selected. Review Suggested Bin/Deposit Item Once you ve confirmed the item or tag, the system displays the Deposit Screen. This screen is identical in appearance and function to the single tag putaway screens. From here you have several options: Deposit the item in the suggested bin (press F3) Deposit the entire putaway list in the suggested bin (press Shift + F3) Deposit the item in a bin of your choosing (scan your choice, then press F3) Ask for another bin suggestion (press F5) Ask for an empty bin (press Shift + F5) Lock the suggested bin (press F6) Once you deposit the item, the system displays the next item in the queue, asks you to verify it, and then shows you the suggested deposit bin. It continues this cycle until every item on the list is put away. Function Keys The scanner function keys perform the following actions in this window:

78 Walkthroughs F3 Key: Command: Description: Accept Item Deposit Adds the scanned item to the putaway list. Deposits the item currently on displayed from your putaway list. Shift + F3 Deposit All Deposits all items/tags in your queue to the bin with a single scan. F4 F5 Shift + F5 Start Group Putaway Suggest Different Bin Suggest Empty Bin The first screen in the group putaway process is where you build your putaway list. Until you move past this screen, every bin and tag you scan is added to the putaway list. Pressing this key tells the system you are done adding items and causes it to create its list of recommended bins. Causes the system to rerun the putaway algorithm for that item and suggest a different bin. Note that if you ask for a different bin, the system may reorder the items in the putaway list. For example, if you ask for a new bin and the system s next recommendation is farther away than another bin already on the putaway list, the system will push the item you were about to put away down on the putaway list and display the nearer item and bin. Causes the system to rerun the putaway algorithm for that item and suggest a bin with no material in it. Like the Suggest Different Bin function described above, asking for an empty bin might cause the system to reorder the items in the putaway list. F6 Put Error Pressing this button marks the deposit bin as unusable. The system quarantines the bin and does not allow its use until someone manually removes the quarantine setting. In the meantime, the system runs the putaway algorithm again and suggests a different bin

79 Walkthroughs Key: Command: Description: F8 What s Left Brings up a list of what items and tags remain on your putaway list. Using this screen, you can see everything on your putaway list. If you haven t begun the putaway process by pressing F7, you can remove any of the lines in this screen by highlighting the line and pressing Backspace. However, once you ve begun the process, you can only deposit the items. Viewing System Logic Navigation Path: Setup > Wireless Warehouse Management > Inquire > View Putaway Trace You can check the process that Prophet 21 uses to recommend putaway bins using the View Putaway Trace window. This window lets you specify an item or tag, and then displays the process used to determine the suggested bin. By showing you the process the system uses in determining what bin to offer, this function gives you the opportunity to troubleshoot for any errors. Enter Putaway Criteria The Criteria tab is where you enter all the information about the process you want to review. Since the View Putaway Trace window emulates what happens during the wireless warehouse putaway process, you need to provide the system with the information normally entered via scanner

80 Walkthroughs Enter where and what you are putting away. You can designate putaway items by ID or by tag. Note that if you elect to put away a tag, Prophet 21 assumes you are putting away the entire tag, meaning you cannot specify a putaway quantity. Select Detail Level Because this process emulates a function performed partially with scanners, the system creates a scanner session when running a putaway trace. Most of the fields in this area of the window auto-populate with system-generated values and thus require no input from you. However, the Trace Level menu does require your attention. This setting determines the level at which the trace should run. You have the following options: Option: Statistics Only Putaway Rules Logic and Results Error Messages Result: The system only displays the results of its computations. The system displays all the steps of its algorithm as well as the results of its computations. The system displays any error messages that appear during the process

81 Walkthroughs Option: Other Logic Messages Begin/End Messages Variables and Parameters Result: The system displays messages associated with computing the algorithm. For example, Zone A searched. The system displays the start and stop messages for each step of the computation. The system displays all the variables and parameters it used while computing the algorithm. Note: Each of these options is cumulative with the one above it. For example, if you select Error Messages, the system will also display all results for Putaway Rules Logic and Results and Statistics Only. Start the Process Press the Suggested Bins button to begin the process. View Suggested Bins The Suggested Bins tab displays the bins the system would recommend during a system guided putaway process or when prompted. While Prophet 21 only recommends a single bin at a time, you can run the routine multiple times. Each time you repeat the scan without changing the criteria, the system ignores all previously recommended bins and suggests another. It displays this new bin at the top of the tab and pushes all prior bin recommendations down one line

82 Walkthroughs View All Bins In reviewing the putaway scan, you can also have a look at all the bins in the putaway location and their contents. This information displays in the All Warehouse Bins tab, which, true to its name, provides a list of every bin in the selected location. Along with the bin ID, the tab shows every single item ID currently residing in the bin, the item quantity, and the UOM. In addition, the tab shows how much space remains in the bin, both in terms of volume and weight (see XX for more information on bin limits), allowing you to see every single bin's remaining capacity. View Logic The Trace Messages tab shows the details of this process. What specific details display here depend on what you selected in the Trace Level field. Each piece of data appears on its own line and displays the following information: Date/Time the date/time the system performed this portion of the algorithm Trace Level the kind of data displayed on this line. This field displays a numerical code that corresponds with one of the options available in the Trace Level drop down menu. Stored Procedure the procedure that the system ran in this line Trace Message a text explanation of what this step in the process was

83 Quick Steps Quick Steps This section contains stripped down instructions for the various tasks discussed in the Walkthroughs segment. Putting Away an Item Start In: Transaction > Inventory Operations > System Directed Item Putaway OR Self Directed Item Putaway Scan the item you want to put away Enter all additional required tracking information Scan deposit bin, then press F9 Putting Away a Tag Start In: Transaction > Inventory Operations > System Directed Tag Putaway OR Self Directed Tag Putaway Scan the tag you want to put away Scan deposit tag/bin, then press F9 Creating a Putaway List This process has two portions. Add Items to Queue Start In: Transaction > Inventory Operations > Group Putaway Scan item or tag to add If Not Tag: Enter all additional required tracking information Press F3 to add item to list Repeat until all items are added Create List from Queue Select the kind of list to make (Item/All). Press Shift + F7 to create list. Go To: Putting Away a List

84 Quick Steps Putting Away a List Start In: Item Verification Screen, which appears after you create a putaway list Scan item or tag shown on the screen If Not Tag: Enter all additional required tracking information Scan deposit tag/bin, then press F3 to deposit item Repeat this process until all items are put away

85 Setup Setup The following tasks set up the system specifically for use with the functions described in this section. Creating Putaway Ranks Navigation Path: Inventory > Inventory > Transaction > Inventory Ranking Classification Inventory Ranking Classification handles inventory rank creation for both inventory putaway ranking. The Criteria Form View tab contains several fields and options designed specifically for creating putaway ranks. Important! Update putaway ranks the same way you do ABC ranks. See the topic Inventory Ranking Reclassification in the Prophet 21 help files for step-by-step instructions on how to do this. Select Rank Method The first step in creating a putaway rank is to identify it as a putaway rank. Make the appropriate selection at the top of the tab

86 Setup Identify Rank An inventory rank, like all other records in Prophet 21, requires an ID and a description. Enter them here. Notes: You can use the same labels for putaway ranks that you do for ABC ranks (A, B, C, D, etc.). Rank names need only be unique within their own category. For example, you could have a putaway rank of A and an ABC class of A, but you could not have two putaway ranks both called A. However, Epicorstrongly recommends you use a different naming pattern for your ABC and putaway ranks, because if you don't you cannot assign them different percentage thresholds, and since the two are used in completely different ways this can make updating your inventory ranks more difficult. As an alternative, you might consider using the A, B, C, D schema for one set of ranks, and AA, BB, CC, DD for the other. Assign Rank Ranks need to be assigned to companies, locations, and items. While you can only assign a rank to a single company, you can apply it across multiple locations and items within that company

87 Setup Note: While you can assign a rank to a range of items in this window, you can also assign putaway ranks to items individually. See Assign Rank to Items on next page for details. Set Period Tracking Putaway ranks track only one thing: hits. A hit is the number of times an item is picked, regardless of quantity or order cancellation. This is because a putaway rank is concerned with how often an item is accessed, not sold

88 Setup In order to give a putaway rank a value, however, Prophet 21 needs a timeframe over which to measure hits against it. In this case, that timeframe is measured in periods, and the system considers the number you specify when generating hits and ranks. This prevents seasonal highs and lows from distorting where the items are placed in the warehouse. Assign Rank to Items Navigation Path: Inventory > Inventory > Maintenance > Item Maintenance Note: This is an optional step in the process. You can automatically assign an inventory rank to a range of items as described above. Use this step only if you wish to assign the rank to an item outside of the established range. Assign a putaway rank to an item in the Replenishment tab of Item Maintenance

89 Setup Important! If an item has both a putaway rank and a putaway attribute, the system always makes recommendations based on the putaway rank first. Thus, if you want the system to make putaway recommendations based on an item s putaway attribute, you should not assign that item a putaway rank. Creating Putaway Attributes Putaway attributes are bits of extra data that can be used to further refine what putaway zone list the system uses when determining inventory placement. Name the Attribute Navigation Path: Inventory > Inventory > Maintenance > Item Attribute Putaway Maintenance Because the attribute itself tracks nothing, it need only exist to be used. Therefore, setup only requires that you name it. Enter the ID and description and save the record. Assign the Attribute Navigation Path: Inventory > Inventory > Maintenance > Item Maintenance Assign a putaway attribute to an item in the Replenishment tab of Item Maintenance

90 Setup Note: Each item can only have a single putaway attribute. Creating Warehouse Zones Navigation Path: Setup > Inventory > Maintenance > Putaway Zone Maintenance Creating warehouse zones require you to fill out a single tab. Field: Company ID Location ID Putaway Zone Description: The company at which you are creating the zone. The location at which you are creating the zone. Enter the zone ID and a brief description to help identify it

91 Setup Field: Sequence Status Zone Replenishment User Description: The system uses this sequence during the inventory put away process to determine which items should be put away first. Zones with a lower sequence number receive higher priority during the put away process than those with a higher one. Setting this field to Delete and saving deletes this zone. The Dedicated Bin Replenishment User identifies the employee you want notified when a dedicated bin requires replenishment. Enter that person s user ID in this field. If you use the Inventory Operations replenishment source, that person receives a message in his wireless device. Creating Warehouse Zone Lists Navigation Path: Setup > Wireless Warehouse Management > Maintenance > Putaway Zone List Maintenance Once you ve created warehouse zones, you can assign them, in descending order of preference, to particular items or classifications. Create List Basics Like many records, warehouse zone lists require some basic identifying information. Define the company and location this list will pertain to, and give it an ID and description that will identify it

92 Setup Define Item Criteria While you cannot define specific lists of items to which Prophet 21 applies a particular putaway zone list, you can set criteria that dictate more broadly which lists are used for which items. If you enter a putaway attribute, this list will only apply to items with that attribute. The Putaway Rank, Package Type, and Putaway Attribute fields all serve as criteria fields. When making a deposit bin suggestion, the system first compares the item record to the criteria of putaway zone lists and chooses the one that fits. Note: Epicor suggests that you create only one putaway list for each attribute in each location. This forces the system to choose the putaway list based on putaway attribute instead of putaway rank and ensures putaway recommendations are based on the attributes you enter. Create Zone List Once you ve entered a putaway ID, the Available Putaway Zones area fills with all putaway zones that you can assign to this ID. Select as many as you like, and click Select to move them to the Assigned Putaway Zones

93 Setup You can change the order of zones listed in the Assigned Putaway Zones by clicking and dragging them to the desired position in the list. Remember, order is important, since the system will start at the top of this zone list and work down when scanning the warehouse for bin recommendations. Setting Maximum Items Per Bin Navigation Path: Inventory > Inventory > System > Location/Bin Maintenance You can set a maximum number of item IDs that can be placed in each bin in your warehouse. Do this by entering a value in the Max Unique Items Allows field in Bin Form View Tab of Location/Bin Maintenance

94 Setup The number you enter in this field is the maximum number of item IDs the bin can hold. When a bin hits this limit, the system automatically skips it when making putaway recommendations; it will not appear in putaway lists for additional item IDs, nor will the system suggest it as a destination bin. Note that this field has nothing to do with the number of units per item ID, and the system will still suggest and include this bin in putaway lists for item IDs already present in the bin. If you attempt to place a new item ID in a bin that already meets this limit, the system will display a warning, but still allow you to make the deposit. Placing a value of 0 in this field means the bin has no limit on the number of unique item IDs it can hold

95 Setup 5 Inventory Maintenance Shelved inventory, and the records used to track it, still requires maintenance. This chapter details the tools WWMS provides to track and manage inventory in your warehouse. This chapter discusses the following: Inventory Adjustments - Using a scanner, you can make inventory adjustments easily, allowing you to make instant changes to inventory quantities without having to record counts to paper and entering compiled results into the system later. This feature allows you to scan a bin or tag and update the inventory quantity right where you stand. Bin Replenishment - High traffic items are commonly stocked in dedicated bins laid out in a specific order to speed the picking process. Because of their high use, these bins have a tendency to stock out. This feature helps maintain the proper inventory levels of a dedicated bin. To use this feature, you dedicate a bin to a particular item. In so doing, you establish not only what item is wedded to this bin, but the minimum acceptable stock levels, and the stock replenishment method. When the inventory levels of this bin fall below your specified minimum levels, the system does one of two things: 1. Notify a warehouse employee with the details of the bin s replenishment requirements. This employee is someone you designated as responsible for replenishing the bin, and he receives notification through his scanning device. The system then waits for a period of time you also specify. If the bin isn t marked as replenished, or in the process of being replenished in that time, or if the person the system is supposed to notify isn t logged into a scanner at the time, the system generates an alert (as per Alert Maintenance) and sends it to all active scanning devices. 2. Create an alert for a particular transaction type (purchase order, transfer, production order, or secondary process) that you specify. The system will only issue a single alert for a particular bin in a day, but if conditions cause it to issue another alert on a subsequent day, the system re-issues the alert with the updated information

96 Concepts Concepts The following segments explain the business logic and internal processes Prophet 21 uses. While none of these sections will tell you how to perform tasks, they will deepen your understanding of system behavior. Allocations and Physical Counts If, during the process of a physical count, you reduce the quantity of an item below the quantity available, the system must then remove allocated material from transactions in order to register the new, reduced quantity. Before beginning this procedure, it asks you if you'd like to proceed, and will only begin removing allocations from transactions if you answer yes. When selecting which transactions must lose allocated material, Prophet 21 uses two hierarchies: transaction type and order date. Prophet 21 removes allocated quantities from transactions in the following order: 1. Secondary Processes 2. Production Orders 3. Transfers 4. Sales Orders Within each transaction type, the system takes material from the newest transaction first, and works toward the oldest. Notes: Unlike in the base Prophet 21 application, which only reverses transaction allocations after you approve and save an entire count, WWMS deallocates quantities from transactions as soon as you process the quantity of an item in a bin. If the system cannot properly remove enough material from open transactions to match the quantity reduction, the count fails. This function must be activated in System Settings before becoming available. See Setup on page 121 for more information. Bin Replenishment High traffic items are commonly stocked in dedicated bins laid out in a specific order to speed the picking process. Because of their high use, these bins have a tendency to stock out. This feature helps maintain the proper inventory levels of a dedicated bin

97 Concepts To use this feature, you dedicate a bin to a particular item. In so doing, you establish not only what item is wedded to this bin, but the minimum acceptable stock level and the stock replenishment method. When the inventory levels of this bin fall below your specified minimum levels, the system does one of two things: 1. Notify a warehouse employee with the details of the bin s replenishment requirements. This employee is someone you designated as responsible for replenishing the bin, and he receives notification through his scanning device. The system then waits for a period of time you also specify. If the bin isn t marked as replenished, or if the person the system is supposed to notify isn t logged into a scanner at the time, the system generates an alert (as per Alert Maintenance) and sends it to the appropriate people. Should there be no alert set up in the system for this circumstance, the system instead submits a replenishment request to all active scanning devices. 2. Create an alert for a particular transaction type (purchase order, transfer, production order, or secondary process) that you specify. The system will only issue a single alert for a particular bin in a day, but if conditions cause it to issue another alert on a subsequent day, the system re-issues the alert with the updated information. Once you've been alerted to the low inventory levels, you can enter the Bin Replenishment screen in the scanner. This screen comes automatically populated with all the information based on system information, showing the bin and item that need replenishment, and the quantity required. Assuming there is sufficient inventory, the system also suggests a bin from which to pick the required inventory. None of these fields are editable; you are viewing an order that s already been created. However, like all system suggestions, you are not required to pick material from the suggested bin. Notes: You can set up a workbench to pick up bin replenishment requests just as if they were standard pick tickets. See Picking on page 161 for more information. The system judges bin inventory levels using on hand quantities by default. However, you can adjust this to use available quantities instead, meaning that allocated material is treated as already gone from the bin when the system judges when to create a replenishment request. See Bin Replenishment System Settings on page 121 for more information. In all cases, the system still runs under a "pick to clean" logic thread, suggesting bins with the minimum stock levels that meet the replenishment requirements

98 Walkthroughs Walkthroughs This section shows you how to accomplish tasks, and provides explanations of the various areas of the system involved. Examining Bin Contents (by Item) Bin Content by Item grants you access to the item quantities within a bin as well as information on the open transactions involving those quantities. Enter Criteria The first screen of the Bin Content by Item inquiry is the Criteria Screen. This is where you define the bin you want to investigate. View Bin Contents Once you identify the bin in which you want to look, the scanner lists the contents of that bin. If there are more items than can fit on the screen, it provides a scroll bar. The quantity shown here is the sum of the free and allocated quantities for the item, but only for this one bin. You might have additional quantities of the item in other bins that are not shown here

99 Walkthroughs If the checkbox in the > column is checked, you can drill into this line for more information by pressing F3. If the box is clear, it means there are no further details available for this item. View Lot/Serial Details If an item tracks lots, pressing the F3 key brings you to this screen. The Lot Information screen shows all of an item s lots present in the selected bin. Header information identifies the item being viewed, and all lots appear below. If there are multiple lots of the item in the bin, they appear in a list. As in the Bin Contents screen, quantities shown in this screen are for this bin only; you may have additional lot quantities in other bins. If any of the lots are involved in transactions, pressing F3 allows you to view those details as well. View Transaction Details If the item you view does not track lots, pressing F3 from the Bin Contents screen brings you here to see details on the transactions to which the item is allocated. You can also arrive here by pressing F3 from the Lot/Serial Details screen. The Transaction Detail screen lists all the transactions to which item or lot quantities held in this bin are allocated. Header information identifies the bin, item, tag, and lot, while the transactions display in list format below

100 Walkthroughs Function Keys Key: Command: Description: F3 Shift + F6 Drill Into Detail Additional Item Information You can view lot details for any item with the > field is checked. If you place your focus on one of these lines, you can press F3 to move to the next screen and see details about its lots. Otherwise, F3 takes you to the Transaction Detail screen. This function is described in the section Function Key Commands on page 39 Examining Bin Contents (by Transaction) Bin Content by Transaction grants you access to the item quantities within a bin as well as information on the open transactions involving those quantities. Enter Criteria The first screen of the Bin Content by Transaction inquiry is the Criteria Screen. This is where you define the bin you want to investigate. View Transaction List Once you establish what bin you want to investigate, the scanner lists all of the transactions that have allocated quantities that reside in that bin. If there are more transactions than can fit on the screen, it provides a scroll bar

101 Walkthroughs Press F3 to view the details of any of the transactions listed. View Transaction Details The Transaction Detail screen shows you the specific amount of item from this bin that s been allocated to the selected transaction, as well as the where to find it on the transaction record. The header information identifies the transaction, while all allocated items and quantities appear below. If the > checkbox is checked, this item tracks lots or serial numbers, and you can press F3 to view those details. This takes you to a screen identical to the one described in View Lot/Serial Details on page 99. Examining Items Where the prior two inquiry tools focused on bin contents, the Item Inquiry instead provides item-centric information, showing you quantities across multiple bins. Enter Criteria The first screen of the Item Inquiry is the Criteria Screen. This is where you define what item you want to investigate

102 Walkthroughs You can enter any part of the item ID or description in this screen. The system provides a popup window that displays all items in your database that match the information you enter here. Once you select the item ID you want, you return to this screen with the Item ID and Description fields populated. Proceed by pressing F3. Confirm Item Once you enter an item ID in the Criteria Screen and press F3, the system brings you to the Item Confirmation Screen, which displays the item ID and description you selected. If this is the item you want to look at, press F3 again to proceed. Otherwise, pressing F1 returns you to the Criteria Screen where you can enter a different item. View Bins and Quantities The Item Display Screen shows you bin and quantity information about the selected item. From here, you have two options if you want more information: To view the lot quantities in a specific bin, press F3. To view the lot quantities across your entire warehouse, press F5. View Specific Lot Quantities in One Bin You come to the Specific Bin Lot Quantities Screen by pressing F3 in the Item Display Screen. Here you can see the specific lot breakdown of the item quantity held in the bin you selected

103 Walkthroughs View Item Lot Quantities in All Bins You come to the Item Lot Quantities Screen by pressing F5 in the Item Display Screen.Here you can see the lot breakdown of your on hand inventory for your chosen item. Unlike the Specific Bin Lot Quantities Screen, this screen shows lot quantities stored throughout your warehouse; it doesn t confine its results to a single bin. From here, you can view the quantities of a chosen lot throughout your warehouse by pressing F3. View Specific Lot Quantities You come to the Specific Lot Bin Quantities Screen by pressing F3 in the Item Lot Quantities Screen. Here you can see what bins contain the lot you selected, and in what quantities. Function Keys Key: Command: Description: F3 Shift + F6 Drill Into Detail Additional Item Information In almost any Item Inquiry screen, the F3 key provides additional detail on the selected line. See the screen descriptions above for what detail is available on what screen. This function is described in the section Function Key Commands on page

104 Walkthroughs Preparing a Count Navigation Path: Inventory > Inventory > Transaction > Physical Count A physical count with wireless scanners starts the same way as a normal physical count does, and uses the same window. That is, it beings in Prophet 21, not on the scanner. The major difference between setting up a count using an inventory card and using scanners is exactly that: you need to tell the system that this count will be performed with scanners. Mark the Count Paperless After you establish the criteria for the count, mark it wireless by activating the Paperless Count checkbox. Once you enable the Paperless Count checkbox, Prophet 21 takes control of the Paperless Count in Process checkbox. The system automatically toggles this checkbox setting based on activity the wireless scanner; you cannot adjust it manually. When activated, the physical count freezes. For as long as the scanner associated with this count is active, you cannot edit or delete this count. It will remain frozen until the scanner uploads its data back to the system. Multiple people can use WWMS to perform the same count simultaneously. As soon as the system suggests a bin to count, it locks all other scanners out of that bin, and other counters will receive a different bin to count. This prevents multiple people from duplicating work and overwriting data. If you activate the Show All Items in WWMS checkbox, all items appear in WWMS for this count, even if they have no quantity on hand. Performing a Count Navigation Path: Transaction > Inventory Operations > Inventory Count Once you've created the physical count in Prophet 21, you can access it via wireless device and perform the bulk of the count with system guidance and immediate data entry

105 Walkthroughs Enter Count Number This is the first scanner screen in the counting process. Here you enter the count number of your count, and proceed through the fields and a series of popup windows to conduct your count. The count must be set up in Prophet 21 before you can use the scanner for a physical or cycle count. Thus, you cannot generate a new count number (the adjustment number found Prophet 21 Physical Count window) from the scanner. Once you ve entered a valid count number into the scanner, the system downloads the list of bins and items included on this count and then locks this count in the system. As long as you have the scanner open with this program, no one else will be able to edit this count record on the system. This prevents someone from changing or deleting the information you are working with while you count. Scan Bin After entering a count number, the system displays the first item for you to count and the bin in which it is stored. If you've set up a warehouse layout, WWMS places these bins in an order that minimizes the amount of walking to and from warehouse areas you must do. Otherwise the system presents the bins in alphanumerical order. You can skip a bin by pressing the F6 key. This puts the bin at the bottom of the list. When you ve completed counting all the other bins, the scanner returns to the skipped bins and cycles through them until they are counted as well. Find the bin and scan it to verify your correct location. Scan Item Now that you're at the correct bin, you need to identify the item you're going to count. If you re counting a bin that contains only one item, then the system automatically displays it. But if the bin contains more than one item, you must tell the scanner which item you d like to begin counting. How you do this depends on how you track material in your warehouse: If you use tagging, you can scan the item tag, and the scanner will automatically populate the item ID, lot, and serial number information based on the tag

106 Walkthroughs If you do not use tagging, you must scan the item you wish to count. You must also scan the lot of the item if there is more than one lot for this item (if there is only one lot, the scanner will automatically populate the Lot Number field). Note: If you scan an item that shouldn t be in this bin according to Prophet 21 records, the scanner prompts you with an error message that asks the item be rescanned. If the rescan gives the same item information, the system flags it and it will appear on the Found Items Report (see page. Upon accepting this message, the scanner moves to the next item in the bin. Count Items Now that you've established the bin and the item, it's time to perform your count. Count the item in the bin and enter the result in the New Quantity field. After entering your count, press F3 to move on. If there are more items in this bin, you can scan the next one and count it as well. Otherwise, the system will display the next bin in the count, or if this is your last item, will conclude the count. Count Lots If a bin or tag contains multiple lots for the item that you're counting, the system asks you to specify which lot you are counting with a popup window

107 Walkthroughs Counting lots is similar to counting items, except that you must enter quantities for each item lot separately. Scan a lot, count it, enter the quantity, and press Enter to move to a new line. When you have counted all the lots for an item, press F8 to complete the item's count and move to the next one. Note: If you scan a lot that shouldn t be in this bin according to Prophet 21 records, the scanner prompts you with an error message that asks the item be rescanned. If the rescan gives the same lot information, you are prompted to remove the entire lot form the bin. Count Serial Numbers You count serialized items in a slightly different fashion than inventory or lot items. When you scan an item that tracks serial numbers, WWMS provides you with a popup to record all the serial numbers for that item in the bin. Counting serialized numbers consists of entering each individual serial number on a line. The scanner does not provide you with a count of how many serialized items the system believes are in the bin, nor can you look up which serial numbers are supposed to be there; the count is a verification of serial numbers as well as base quantity. After entering a serial number, press Enter to create a new line. When you have entered all the serial numbers present in the bin, press Enter on a blank line to conclude the count for this item. Notes: If you scan a serial number that shouldn t be in this bin according to Prophet 21 records, the scanner warns you that saving this information will add the serial number to this bin. If you scan multiple serial numbers, but some or all do not match the system serials, but do match the quantity, the scanner warns they will be added to this bin. Because each serial number should receive its own tag, this screen does not appear if you use the tagging system. Conclude the Count When you have counted the last item in the last bin of the count, WWMS notifies you that there are no more items left to count. To conclude the count, you must verify and confirm the information you entered via scanner in Prophet 21. This process is exactly the same as if you'd performed a count with inventory cards. Please see the application help files for information on how to perform this procedure

108 Walkthroughs Function Keys The scanner function keys perform the following actions during a physical count: Key: Command: Description: F3 Enter Data Pressing this key accepts the count for a particular item, lot, serial number, or bin, logs the result and prompts the system for the next item in the list. Shift + F5 F6 Shift + F6 F7 F8 Barcode Learning Go to Next Bin Additional Item Information Show Previously Scanned Tags Enter Lot/Bins This function is described in Barcode Learning on page 40. Pressing this key puts the selected bin at the bottom of the list and skips to the next one. When you ve completed all other bins on the list, the skipped bins return. For example, in your count you must count three bins, bins 1,2, and 3. The scanner prompts you to start counting bin 1. But you are closer to bin 2. You press F6 and skip bin 1. The scanner prompts you to count the next bin in the list, which is bin 2. After counting bin 2, the scanner then prompts you to count bin 3. Once you ve completed counting bin 3, the scanner prompts you to count bin 1, since you sent this bin to the bottom of the list. This function is described in Function Key Commands on page 39 Displays information on the tags you ve already counted, giving you a better idea of where you are in the process. The information displayed with this button is not editable. Press this button after you ve entered a count for a particular lot or bin. The system saves this information and moves on to the next lot or bin that needs counting. Note: This is the same as pressing Enter. F9 Exit/Save Pressing this key before your counting session is complete exits the count, but saves all the data you have entered before exiting. Tracking Out of Place Items Navigation Path: Setup > Wireless Warehouse Management > Reports > Found Items Report There may be times during an inventory count that you scan an item or tag and the system says it doesn t exist. Your only options would be to write down on a piece of paper where the product was found and either leave it there or carry it with you for the rest of the count

109 Walkthroughs The Found Items report gives you a better option. During the scanning process, if you scan an item the system does not think belongs in the bin you are scanning, it will ask you to rescan the item for verification. If that second scan comes up with the same item information, the scanner flags that entry, and you can leave the item in where you found it and continue with your count. When you confirm the results of your count, all items flagged this way can be viewed on a Found Items report. Criteria in this report allow you to select a single count or a range of counts to view. The actual physical report displays the item ID and description, tag (if used), quantity, serial number (if used) and the user ID of the person that found it. Adjusting Inventory Quantities Navigation Path: Transaction > Inventory Operations > Inventory Adjustment Enter Bin and Item The first step in performing an inventory adjustment is identifying the what and where. This means either scanning an inventory tag, or a bin and item, along with all other identifying information such as lots and serial numbers. Provide Adjustment Reason Having specified the item you're adjusting, you must now record why you're adjusting the inventory level

110 Walkthroughs This field only accepts certain values, and are the same as those available for normal physical counts using printed forms; they are taken from your Prophet 21 system. Enter New Quantity Finally, enter the item's new quantity on hand. You can adjust inventory quantities up or down, but you can only adjust free quantities. Inventory allocated for an order or transfer or any other transaction cannot be adjusted; their quantities are frozen in the system and you will receive an error message if you attempt to change them. Once you've updated the quantity, save the record by pressing F9. The system updates its records immediately upon a successful save. Beginning a Bin Replenishment (Scanner) Navigation Path: Transaction > Bin Replenishment As soon as a dedicated bin s stock dips below its established minimum levels, the system responds according to your specifications. If you set it to generate an alert , it sends one according to the

111 Walkthroughs parameters you established. Aside from the new trigger and tokens this alert might use, this is identical to all the other alert s generated by the system. However, if you set it to notify someone logged into a wireless device, the system takes some unique actions. The wireless device display notifies you in two ways that there s a bin replenishment order that needs your attention. The first is a new option on the main menu, called Bin Replenishment, that only appears when there is a pending replenishment order. The second is a new icon that appears at the head of the wireless device screen no matter what window you re in. This icon, a B, remains until you return to the main menu, select Bin Replenishment, and deal with the request. Note: If you are working with a workbench queue, the system notifies you as soon as a bin replenishment request enters your queue. However, you do not need to click the [B] in order to access it. It will appear in normal queue sequence as any other pick ticket. You can, at any time, access it out of order by clicking the [B], however. What happens next depends on the kind of inventory that the replenishment request contains; the process is different for tagged or serialized items than it is for material that doesn't track these details. Accessing System Guided Replenishment The above process will get you started on any replenishment request. However, there is an additional option that you can use to perform a bin replenishment even if the system has not sent you a request. You can only do this for items that do not track tags or serial numbers, as described in Replenishing a Lot/Bin Item (Scanner) on next page. This menu option appears under the Inventory Operations sub-menu, and unlike the two options described above, this option is always available

112 Walkthroughs Replenishing a Lot/Bin Item (Scanner) Replenishing lot/bin items is similar to picking inventory. Once you select the request you want to fill, the system guides you to inventory bins for both picking and deposit. Note: This process assumes you've already started the bin replenishment process as described in Beginning a Bin Replenishment (Scanner) on page 110. Select Replenishment Request Upon responding to a replenishment request, WWMS presents you with a popup that lists all of the outstanding bin replenishment requests in your zone. Each replenishment request appears on its own line with the following information: Order Number Replenishment Bin Item ID Quantity Select a replenishment request from the list to continue. Scan Bin Once you select a replenishment request, the system displays a bin, item, and quantity for you to pick. Go to the displayed bin and scan it. If you want to pick from a different bin, press F5. The system displays another lot and/or bin in the same pick zone that contains the item you need

113 Walkthroughs Pick Inventory Now at the appropriate bin, pick and scan the requested item. You can pick a quantity other than the one specified by the system. If you underpick, the system accepts the quantity, and then direct you to pick the remaining replenishment request. This may send you to the same bin if it thinks there is quantity left. Remember, you can select a new pick bin by pressing F5. If you overpick, the system accepts the quantity. In the deposit phase, it directs you to deposit your picked quantity in the replenishment bin, not just the requested amount. Deposit Replenishment Quantities Once you've picked the required amount of inventory, the system prompts you to deposit it in the replenishment bin. Scan the bin, place the picked inventory in it, and the process is complete

114 Walkthroughs Unlike the picking screen, you cannot select a new bin for the deposit. You must use the deposit bin displayed. Function Keys The function keys perform the following tasks in the Bin Replenishment window: Key: Command: Description: Shift + F3 Change UOM Pressing this key gives you access to the picking UOM so that you can pick in a unit of measure other than the one the system displays. F5 Skip Pick Pressing this key causes the system to suggest a new lot and/or bin to pick material for the replenishment. Note that if the same bin has multiple lots of the same item, the system may recommend you pick from the same bin, but from a different lot. Replenishing a Serialized or Tagged Item (Scanner) Tagged or serialized items follow a slightly different process with less system oversight than the lot/bin process. Note: This process assumes you've already started the bin replenishment process as described in Beginning a Bin Replenishment (Scanner) on page

115 Walkthroughs Find Replenishment Requirements The first step of replenishing a bin is to gather the necessary information: what bin/item needs replenishment and in what quantity. WWMS presents all of this information when you first respond to a replenishment request. In addition to providing you with stock level information on the bin, WWMS also provides a suggested bin where you can find the necessary inventory. This is the bin found in the putaway zone that has the smallest item quantity that still meets the requirement. Move Inventory Go to another bin (the suggested one or another of your choice) and move the required inventory amount from there to the dedicated bin. To do this, you'll need to leave this window and perform whatever inventory movement is most appropriate (described in Inventory Movement on page 127). However, because this is an internal process, you do not need to specify a pick ticket (there isn't one). Instead, the system automatically loads the picking windows with the information required to pick this bin replenishment request

116 Walkthroughs However, if you exit this screen to perform the pick move, WWMS won't know the replenishment request is being addressed. Thus, before you switch to another screen, enable the Started option at the bottom of the screen and press F9. This tells the system that the replenishment request is in progress so that it will not send out a duplicate notification, which might lead to multiple people responding and thus overstocking the dedicated bin. Deposit Replenishment Quantities Depositing material for a replenishment request is the same as depositing material for a normal pick, with one exception: the suggested deposit bin is the replenishment bin, and therefore you must deposit the replenishment material into this bin; the system will not allow you to pick another deposit bin. Complete Replenishment Request After depositing the required amount in the dedicated bin, switch the setting at the bottom of the screen to Completed and press F9. Function Keys The function keys perform the following tasks in the Bin Replenishment window: Key: Command: Description: Shift + F3 Change UOM Pressing this key gives you access to the picking UOM so that you can pick in a unit of measure other than the one the system displays. F5 Skip Pick Pressing this key causes the system to suggest a new lot and/or bin to pick material for the replenishment. Note that if the same bin has multiple lots of the same item, the system may recommend you pick from the same bin, but from a different lot

117 Walkthroughs Replenishing a Bin (Workbench) Bin replenishment requests are treated like pick tickets on a workbench. However, because replenishment requests are not pick tickets for orders, they do not have a customer or ship to associated with them. Prophet 21 does not consider a replenishment request started when it resides on a workbench unassigned. Once it becomes the active ticket in a picker's queue it's status changes to Started and the system will not notify anyone else to begin this pick. If a picker is in the middle of a pick when a replenishment request arrives in his queue, the system displays the [B] icon, but does not require the picker to stop what he is doing. The replenishment request will appear in the picker's screen in normal queue order. He can access it out of order by clicking the [B]. Replenishing a Bin (Report) Navigation Path: Setup > Wireless Warehouse > Reports > Bin Replenishment Report In addition to the wireless notification, Prophet 21 offers a report that displays the bins that require replenishment and the quantities required to replenish them. Unlike the wireless notification system, this report shows all outstanding replenishment needs for dedicated bins that fall within the report s parameters. The results are grouped by item, with bins as a sub-category. This allows you to see the total replenishment demands of a single item across multiple bins, so you can pick the total quantity at once and deposit the appropriate quantities into each dedicated bin. When you run this report, the system treats the replenishment requests as received. This means that it will not send further alerts about outstanding replenishment requests included on this report, and it removes those requests from any wireless devices. Reviewing Bin Replenishment Activity Navigation Path: Setup > Wireless Warehouse > Reports > Bin Replenishment History Report In addition to handling bin replenishment requests, the system provides you with a tool called the Bin Replenishment History Report. This report displays dedicated bins and the number of times they've been replenished within a given period of time. Using this information, you can gauge how well the replenishment methods and quantities are working for your dedicated bins

118 Walkthroughs

119 Quick Steps Quick Steps This section contains stripped down instructions for the various tasks discussed in the Walkthroughs segment. Preparing a Count Start In: Inventory > Inventory > Transaction > Physical Count Establish all criteria as you would a normal inventory count Activate the Paperless Count checkbox in the Adjustment tab Save the count Once marked paperless, you can access the count via scanner. Performing a Count Start In: Transaction > Inventory Operations > Inventory Count Enter the count number The system prompts you with a bin. Scan it Pick an item to count and scan it Count the item, enter the quantity, and press F3 Repeat until the system tells you the count is done Note: This concludes the count on the scanner, but you must verify the results in Prophet 21 before the count is 100% complete. Performing a Count (Lot Items) Start In: Transaction > Inventory Operations > Inventory Count after scanning an item that tracks lots Count one item lot, enter the quantity, and press F3 Repeat until you've entered quantities for all lots of the counted item Press F3 when complete Performing a Count (Serial Items) Start In: Transaction > Inventory Operations > Inventory Count, after scanning an item that tracks serial numbers Enter a serial number and press Enter Repeat until you've entered all serial numbers for the counted item Press Enter on a blank line

120 Quick Steps Adjusting Inventory Quantities Start In: Transaction > Inventory Operations > Inventory Adjustment Scan tag or bin/item Select reason code Enter new quantity on hand Press F9 Replenishing a Bin (Lot/Bin) Start In: Transactions > Bin Replenishment Optional: Click the [B] icon when it appears Select the bin replenishment request from the popup Find the bin the system displays, scan it, and press Enter Find the item the system displays, scan it, and press Enter Enter the pick quantity and press Enter Scan the deposit bin and press Enter Return to picking your other tickets Replenishing a Bin (Serial/Tag) Start In: Transactions > Bin Replenishment Optional: Click the [B] icon when it appears Select the Started option and press F9 Return to the main menu and use whatever inventory movement procedure is appropriate (content move, or split) to restock the bin Return to the Bin Replenishment screen Select the Complete option and press F

121 Setup Setup The following tasks set up the system specifically for use with the functions described in this section. Bin Replenishment System Settings Navigation Path: Setup > System Setup > System > System Settings > Wireless Warehouse > General Before using bin replenishments with WWMS, you just address several specific system settings. Activate Wireless Bin Replenishments In order to use bin replenishments with WWMS, you must activate this option. Set Replenishment Trigger By default, the system generates replenishment requests based on the on hand quantity of the dedicated bin. However, you can change this to trigger on the available quantity instead. This means that allocated quantities don't count toward the stock level of the dedicated bin when determining if a bin replenishment needed. To make this switch, activate the appropriate system setting

122 Setup Setting Up Replenishment Bins The setup process for using bin replenishment (described on page 1) is a multi-stage process that occurs in several areas throughout Prophet 21. Activate System Setting Navigation Path: Setup > System Setup > System > System Settings >Wireless Warehouse > General Bin replenishment has a system setting of its own that must be activated before you can use the feature

123 Setup Set Replenishment Details Navigation Path: Inventory > Inventory > System > Location Bin Maintenance You can make any bin into a replenishment bin by establishing certain criteria for it. These settings are found in the Replenishment Form View tab. Much of this information comes from the bin information already in the system. Described below are the fields specific to the replenishment settings, and what you should do with them. Field: Item Package Type Qty Per UOM Description: A replenishment bin stored only one item. Define that item here. This is the package type that should be used to restock this bin. You only need this field if your chosen item uses tags. This is the number of individual item units contained within the replenishment package type. The unit of measure for the package type, or item if no package is used

124 Setup Field: Replenishment Source Replenishment Method Replenished From Zone Minimum Qty Maximum Qty Replenishment Qty Description: This defines what type of order the system uses to replenish the bin. This field is a drop down that offers you the following choices: Inventory Operations - When bin stock levels reach the inventory trigger, the system sends a replenishment order to another employee in the warehouse. This is the default setting. Purchase Order - When bin stock levels reach the inventory trigger, the system creates an alert to a purchasing agent that contains the item and requested purchase amount. Secondary Processing - When bin stock levels reach the inventory trigger, the system creates an alert to a shop employee that contains the item and process amount. Production Order - When bin stock levels reach the inventory trigger, the system creates an alert to a shop employee that contains the item and requested production amount. Transfer - When bin stock levels reach the inventory trigger, the system creates an alert to an employee that contains the item and requested transfer amount. This field determines the method by which the system determines what quantity to request when generating a replenishment order. This is a drop down field with the following options: Min - The system generates a request for the minimum amount of the bin. Replenish Quantity - The system generates a request for the amount specified in the Replenishment Quantity field. Up to Max - The system subtracts the bin s current quantity from the bin s maximum quantity and generates a request for this amount. The putaway zone the system recommends when looking for replenishment quantities for the bin. This is not a required field, so if no zone is enterd here, the system does not recommend a zone. Whenever stock levels fall below the value listed here, the system generates a replenishment request. The system evaluates the bin s available quantity whenever a transaction takes place that reduces the stock level of the bin. This includes picking, inventory adjustments, and order allocations. This is the maximum quantity of item the bin will hold. This field becomes required if you use the Up to Max replenishment method, since the value in this field is integral in determining the replenishment quantity. The value in this field must be greater than the value in the Minimum Quantity field. This field is only required if you select the Replenish Quantity replenishment method. In that case, whenever the system generates a replenishment request, it requests a quantity equal to the value entered in this field

125 Setup Create Automated Alert Text Navigation Path: Setup > System Administration > Maintenance > Alert Maintenance Automated bin replenishment requests use the alert system in System Administration. Here you create the content of the automated message. For more information on Alert Maintenance and how to set up automated alerts, please see the Prophet 21 help files. Set Follow Up Increment Navigation Path: Inventory > Inventory > Maintenance > Pick Zone Maintenance Replenishment requests have a time window. If no action is taken on a bin replenishment request within the amount of time specified, the system sends another to a different recipient. Define Recipient Navigation Path: Inventory > Inventory > Maintenance > Putaway Zone Maintenance Define who should receive the automated bin replenishment request in Putaway Zone Maintenance

126 Setup Enter that person s user ID in the field shown. If you use the Inventory Operations replenishment source, that person receives a message in his wireless device. If 24 hours pass and the request is still open, WWMS sends the request to all users logged into the system. If you don't designate a specific recipient, the system broadcasts the request to all users both for the initial and follow up messages. Authorizing Transaction De-Allocation Navigation Path: Setup > System Setup > System > System Settings > Inventory Management > General In order to have the option of adjusting inventory levels below allocated quantities on a physical count, you need to activate a system setting. The functionality this setting activates is described in Allocations and Physical Counts on page

127 Setup 6 Inventory Movement Inventory movements rearrange inventory inside your warehouse without changing the total quantity. Examples include repackaging an inventory quantity, splitting it into two or more separate quantities, or moving it to another bin in your warehouse. This chapter discusses the following: Content Move (page 129) - When you perform a content move, you take the full quantity of an item from one bin and put it in another. If you use tagging, you take the entire tag and deposit it in a different bin. Split and Move (page 131) - This procedure takes a partial quantity from one bin and deposits in another. If you use tagging, you remove a partial quantity from an existing tag, create a new tag, and deposit the new tag it in a different bin. Picked Order Movement (pages 128 and 133) - Unlike the other two inventory movement procedures, this one isn't concerned about whether you move complete or partial bin or tag quantities. Instead, it locates items already picked and allocated to an order and move them to another location, for consolidation, for example. Note: The procedures described in this chapter only apply to items in bins, not those residing on pallets. For information on moving material on pallets, see Pallets on page

128 Concepts Concepts The following segments explain the business logic and internal processes Prophet 21 uses. While none of these sections will tell you how to perform tasks, they will deepen your understanding of system behavior. Picked Order Movement Picked order movement allows you to locate and move completely or partially picked orders from one area of your warehouse to another. Because this function allows you to move whole orders or multiple lines order lines, you can move different items that share the same order all at once, and the ability to move partial orders makes consolidating partially picked orders easier. This function also allows you to find orders similar to the one you are moving, and lump them into the inventory movement as well. You can also search a given bin for all its picked (partial and completed) orders and move them together. This lets you more easily move and consolidate inventory that s been picked for a single order or customer. You may approach this process from two different starting points: by transaction or by bin. By Transaction The opening screen of this process allows you to enter a transaction number or a bin ID. If you are looking for a particular transaction, you can enter its number in this opening screen and the system will tell you what bin the order currently resides in. From here, you can pick up the order into the virtual bin of your scanner, and deposit it into any other bin. Function keys allow you to review other similar orders residing in that same bin, or in other bins in your warehouse, pick those up into your virtual bin, and deposit them all at once to the same destination. By Bin The opening screen of this process allows you to enter a transaction number or a bin ID. Entering a bin ID gives you a list of all the picked orders residing in that bin. You may choose one, pick it up into the virtual bin of your scanner, and deposit it into any other bin. Function keys allow you to review other similar orders residing in that same bin, or in other bins in your warehouse, pick those up into your virtual bin, and deposit them all at once to the same destination. Note: The system does not include quantities loaded on pallets in either method

129 Walkthroughs Walkthroughs This section shows you how to accomplish tasks, and provides explanations of the various areas of the system involved. Moving a Full Quantity Navigation Path: Transaction > Inventory Operations > Content Move When you move a full quantity, you identify a tag and take all items attached to it to another bin somewhere else in your warehouse. Note: This function is only available for tagged inventory. Define What to Move The first step of performing a partial move is defining what tag you are moving. Verify Move Quantity Enter the quantity you want to move in the field shown

130 Walkthroughs Note: Because content move assumes you are moving the entire contents of the tab, this step serves more to verify that the tag contents match the system records. The move quantity should match the quantity displayed, and should only differ if the system records are in error. Place on New Tag (Optional) You have the option of placing this in another tagged container. Scan the tag when this screen appears to place your moved tag within this one. If the destination tag can't accept your inventory for whatever reason (bin is full, frozen, etc.) the system flashes a warning, but you may ignore it and continue anyway if you desire. Note: The destination tag of this screen is not necessarily the same as the final deposit tag/bin shown in the next step. This step could just as easily be used to consolidate tags from multiple bins into a single package which then gets deposited itself, making the final deposit location a parent tag of the tag scanned in this step

131 Walkthroughs Deposit Inventory Scan the bin or tag in which you want to deposit your moved quantities. Press F9 to finalize the move and complete the process. Function Keys The function keys perform the following tasks in this window: Key: Command: Description: F3 Deposit In most cases, after you define a move quantity the system presents you with the Deposit Screen. If, for whatever reason, it instead remains on the initial pick screen, you can press this function key to force a deposit, which will bring you to the Deposit screen. F9 Save Saves the move and closes the window. Moving a Partial Quantity Navigation Path: Transaction > Inventory Operations > Split and Move Moving a partial quantity means that you remove some of the quantity in the original tag, place it on a new tag, and deposit that new tag in a new bin. This procedure is similar to a content move, save that some of the item will remain in the original bin. Note: This function is only available for tagged inventory. Define What to Move The first step of performing a partial move is defining what tag you are moving

132 Walkthroughs Scanning a tag auto-populates the rest of the information. Define Move Quantity Once you select a tag, the system displays the bin's available quantity for the first item. Enter the item quantity you want to move, up to the available quantity. Note: A bin may hold more than the available quantity, but quantities that have been allocated to transactions may not be moved. Create New Tags Because you are moving tagged inventory, but leaving the original tag in place, you must create a new tag for the moved quantity before it can move. You can place the entire move quantity on a single tag, or break the move quantity across multiple tags as appropriate

133 Walkthroughs Enter the number of new tags you want to create. The system automatically divides the split quantity equally across the new tags, though you can adjust the quantities of individual tags as needed. Scan each new tag to assign the displayed quantity to a tag. Deposit Inventory Once you've picked up the inventory to move and assigned it to new tags, you must identify where you're placing the material. In the Deposit Screen, scan the tag or bin in which you want to place the moved material. If you created multiple tags, you must deposit each individually. Press F3 after each deposit to move to the next, and F9 when you've deposited all tags to save the move. Function Keys The function keys for this window function identically to those described on page 131. Moving Picked Quantities by Transaction Navigation Path: Inventory Operations > Picked Order Movement Select Transaction to Move The first step in moving picked quantities is to identify the transaction to which items have been allocated. You can enter the transaction number or search for it using the standard F2 search popup

134 Walkthroughs You can also specify the type of transaction you want to look for first by selecting it from the Transaction Type menu. You can choose between Pick Ticket (sales order), Production Pick Ticket, and Transfer. This menu sets itself if you enter a transaction number, but you can set this menu first and then search the Transaction Number field, limiting the results in the popup to the kind of transactions specified here. The other fields automatically populate after you select a transaction. Field: Description: % Picked How much of the order has been picked. Group Number Pull List Number If this transaction was part of a group pick ticket, that ticket s number appears here. If this transaction was part of a pull list, that pull list s number appears here

135 Walkthroughs Review Bins Upon selecting a transaction, the system displays a list of bins that contain inventory that is allocated to it. If multiple bins contain quantities allocated to your transaction, they all appear in this screen. In addition to showing the bin ID, the list identifies a bin as a consolidation bin or weight station. From this list, you have several different options. You can create a pick list from the bins displayed, which includes either a single bin or the entire bin list, view similar transactions, and deposit picked material to one of the selected bins. See the function key table for this screen for a full list of options. Enter Key: Command: Description: Accept and Go To Pickup Phase The system flags the material for this transaction that is stored in the selected bin (the one with the arrow next to it) for pick up. The system then moves to the Picked Bin List screen to begin the picking process. F3 Deposit Places the first picked line stored in your scanner bin into this bin. Shift + F3 Deposit All Places all picked lines stored in your scanner bin into this bin. F4 Go To Pickup Phase The system flags all the material for the displayed transaction from all the bins shown for pick up. The system then moves you to the Picked Bin List screen to begin the picking process

136 Walkthroughs Key: Command: Description: F5 Accept and Show Similar Transactions The scanner flags the material for this transaction that is stored in the selected bin (the one with the arrow next to it) for pick up and then displays the Similar Transaction List screen. F6 Reject and Show Similar Transactions This screen provides a list of other transactions stored in the same bin that you may want to pick as well. The system defines similar by criteria set in the Similar Transactions Defaults screen (see F7 below). The system does not flag the material in the selected bin for pick up, but runs a query and provides a list of other, similar transactions you may want to pick up instead. See the entry in the row above for information on the Similar Transaction List screen

137 Walkthroughs Key: Command: Description: F7 Change Similar Transaction Defaults This brings up the Similar Transaction Defaults screen, where you define what a transaction must have in common with the transaction you are viewing in order to be considered similar and appear on the Similar Transaction List screen (see F5 above). Note: The criteria in this screen use an AND operand. This means that a transaction must meet all the selected criteria in order to be considered similar. For example, using the settings in the image above, a sales order must share the same ship to, and carrier, and route with the selected transaction in order to be considered similar. If any one of these is different, the transaction will not appear on the Similar Transaction List screen. Review Bin Pick List Once you select lines for picking, the system displays a list of all the bins that contain the material you chose. Like transaction selection, when viewing the list of bins, you have a number of options. See the function key table below for a full list

138 Walkthroughs Key: Command: Description: Enter Select Bin Pressing Enter selects the bin with the arrow next to it as the one you want to pick from. The system accesses the appropriate items stored in the selected bin and displays them in the Bin Verification screen. F3 Deposit Places the first picked line stored in your scanner bin into this bin. Shift + F3 Deposit All Places all picked lines stored in your scanner bin into this bin. F6 Skip Bin Removes the selected bin (the one with the arrow next to it) from the list of bins. Verify Bin for Picking Once you've selected the first bin form which you want to pick material, the system brings you to the Bin Verification screen, where you confirm the bin from which you want to pick and select the items you want to pick from it. You can do this with a function key or by scanning the bin. The top portion of this screen shows bin and transaction information. Underneath this is a list of the line items for the transaction shown in the screen header. This item information does not show unallocated, free-floating inventory items, but items that have already been picked for the order. Because of this, none of the line information is editable in this screen; you have the option of taking a picked line en total or not at all, but you may not adjust the details of the line. As with many of the other screens in this process, you can pick or deposit from this screen. See the function key table below for a full list of options. Key: Command: Description: Enter Select Bin Pressing Enter selects the line with the arrow next to it as the one you want to pick. The system accesses the line information and moves to the Line Verification screen. F3 Deposit Places the first picked line stored in your scanner bin into this bin. Shift + F3 Deposit All Places all picked lines stored in your scanner bin into this bin. F6 Skip Transaction Removes the selected line (the one with the arrow next to it) from the list of transaction lines

139 Walkthroughs Verify Line for Picking With the bin selected and verified, you now move to the item you want to pick from it. Like when selecting a bin, when you select an item for picking, you must verify it with a function key or scan. Most of the information presented in the Line Verification screen is uneditable; this screen simply serves as an additional check to ensure you are taking the picked line chosen from the Bin Verification screen. Like the Bin Verification screen, you can only take the line as it has already been picked. Item, lot, quantity, and all other details of picking are set and cannot be altered; you can only take the line as is or leave system it. Because of this, picking an allocated line involves much less work. Verify the item and the lot (both taken care of in a single scan), and his Enter. Because the quantity must match the allocated quantity stored in this bin, there is nothing further to specify. You do, however, have some additional actions you can take in this screen. See the function key table below for a full list. Key: Command: Description: Enter Select Line Pressing Enter selects the line with the arrow next to it as the one you want to pick. F3 Deposit Places the first picked line stored in your scanner bin into this bin. Shift + F3 Deposit All Places all picked lines stored in your scanner bin into this bin. F6 Skip Transaction Removes the selected line (the one on screen) from the list of transaction lines. Deposit Material Upon picking the last line from the last bin in your pick list, the system displays the Deposit screen, where you indicate the bin to which you deposit the picked material

140 Walkthroughs Like picking, you must deposit picked quantities together; you cannot split them. Thus, all you need to do for each line is scan the deposit bin. See the function key table below for a full list of options. Key: Command: Description: Enter Deposit Line Pressing Enter after entering a bin ID or scanning a bin deposits the selected line to the specified bin. F3 Deposit All Deposits all picked lines to the specified bin. Function Keys F-key functions vary from screen to screen in this process. See the individual screen descriptions for specific F-key functions. Note: Some screens in this process have no additional F-key options beyond the ones available in all areas of the wireless warehouse system. In these cases, no additional F-key information appears. Moving Picked Quantities by Bin Navigation Path: Inventory Operations > Picked Order Movement Select Bin Selecting a bin is as simple as scanning it or entering it's ID. You need do nothing else

141 Walkthroughs Select Transaction Once you identify a bin, the system displays a list of transactions with allocated quantities that reside in this bin. From here you have a number of options. See the function key table below for a full list of possible actions. Key: Command: Description: Enter Select Line The selected line (the one with the arrow next to it) is flagged for pickup. The system moves to the Transaction/Bin List screen, where you can view all the bins that contain portions of this transaction. F3 Deposit Places the first picked line stored in your scanner bin into this bin. Shift + F3 Deposit All Places all picked lines stored in your scanner bin into this bin. F4 Select All Lines All lines are flagged for pickup. The system moves to the Picked Bin List screen to begin the pickup process. Review Bin Pick List Once you select lines for picking, the system displays a list of all the bins that contain the material you chose

142 Walkthroughs Like transaction selection, when viewing the list of bins, you have a number of options. See the function key table below for a full list. Key: Command: Description: Enter Select Bin Pressing Enter selects the bin with the arrow next to it as the one you want to pick from. The system accesses the appropriate items stored in the selected bin and displays them in the Bin Verification screen. F3 Deposit Places the first picked line stored in your scanner bin into this bin. Shift + F3 Deposit All Places all picked lines stored in your scanner bin into this bin. F6 Skip Bin Removes the selected bin (the one with the arrow next to it) from the list of bins. Verify Bin for Picking Once you've selected the first bin form which you want to pick material, the system brings you to the Bin Verification screen, where you confirm the bin from which you want to pick and select the items you want to pick from it. You can do this with a function key or by scanning the bin. The top portion of this screen shows bin and transaction information. Underneath this is a list of the line items for the transaction shown in the screen header. This item information does not show unallocated, free-floating inventory items, but items that have already been picked for the order. Because of this, none of the line information is editable in this screen; you have the option of taking a picked line en total or not at all, but you may not adjust the details of the line. As with many of the other screens in this process, you can pick or deposit from this screen. See the function key table below for a full list of options

143 Walkthroughs Key: Command: Description: Enter Select Bin Pressing Enter selects the line with the arrow next to it as the one you want to pick. The system accesses the line information and moves to the Line Verification screen. F3 Deposit Places the first picked line stored in your scanner bin into this bin. Shift + F3 Deposit All Places all picked lines stored in your scanner bin into this bin. F6 Skip Transaction Removes the selected line (the one with the arrow next to it) from the list of transaction lines. Verify Line for Picking With the bin selected and verified, you now move to the item you want to pick from it. Like when selecting a bin, when you select an item for picking, you must verify it with a function key or scan. Most of the information presented in the Line Verification screen is uneditable; this screen simply serves as an additional check to ensure you are taking the picked line chosen from the Bin Verification screen. Like the Bin Verification screen, you can only take the line as it has already been picked. Item, lot, quantity, and all other details of picking are set and cannot be altered; you can only take the line as is or leave system it. Because of this, picking an allocated line involves much less work. Verify the item and the lot (both taken care of in a single scan), and his Enter. Because the quantity must match the allocated quantity stored in this bin, there is nothing further to specify. You do, however, have some additional actions you can take in this screen. See the function key table below for a full list. Key: Command: Description: Enter Select Line Pressing Enter selects the line with the arrow next to it as the one you want to pick. F3 Deposit Places the first picked line stored in your scanner bin into this bin

144 Walkthroughs Key: Command: Description: Shift + F3 Deposit All Places all picked lines stored in your scanner bin into this bin. F6 Skip Transaction Removes the selected line (the one on screen) from the list of transaction lines. Deposit Material Upon picking the last line from the last bin in your pick list, the system displays the Deposit screen, where you indicate the bin to which you deposit the picked material. Like picking, you must deposit picked quantities together; you cannot split them. Thus, all you need to do for each line is scan the deposit bin. See the function key table below for a full list of options. Key: Command: Description: Enter Deposit Line Pressing Enter after entering a bin ID or scanning a bin deposits the selected line to the specified bin. F3 Deposit All Deposits all picked lines to the specified bin. Function Keys F-key functions vary from screen to screen in this process. See the individual screen descriptions for specific F-key functions. Note: Some screens in this process have no additional F-key options beyond the ones available in all areas of the wireless warehouse system. In these cases, no additional F-key information appears

145 Quick Steps Quick Steps This section contains stripped down instructions for the various tasks discussed in the Walkthroughs segment. Moving a Full Quantity Start In: Transaction > Inventory Operations > Content Move Scan the bin/item you want to move Enter the quantity to move and press Enter Scan the deposit bin and press F9 Moving a Partial Quantity (Bin/Item) Start In: Transaction > Inventory Operations > Split and Move Scan the bin/item you want to move Enter the quantity to move and press Enter Scan the deposit bin Press F9 Moving a Partial Quantity (Tag) Start In: Transaction > Inventory Operations > Split and Move Scan the tag you want to move Enter the quantity to move and press Enter Enter the number of tags you want to create and press Enter Scan each new tag and enter its quantity Scan the deposit tag and bin and press F3 Repeat for each new tag, then press F9 to complete the move Moving Picked Quantities by Transaction Start In: Inventory Operations > Picked Order Movement Select the transaction that contains material you want to move Select the bin holding transaction quantities that you want to move Scan the bin shown on the screen

146 Quick Steps Scan the item shown on the screen Repeat these two steps until you've picked all the transaction lines on your list Scan the deposit bin Moving Picked Quantities by Bin Start In: Inventory Operations > Picked Order Movement Select the bin that contains material you want to move Select the transaction lines contained within the bin that you want to move Scan the bin shown on the screen Scan the item shown on the screen Repeat these two steps until you've picked all the transaction lines on your list Scan the deposit bin

147 Quick Steps 7 Pallets Pallet tracking in WWMS serves to create an additional level of inventory tracking and manipulation. Anything you do to the pallet automatically applies to any item placed on it. This means that if you load several different items onto a pallet, you can move them all at once by moving the pallet. However, unlike bins, pallets can be shipped, meaning that you can load multiple items into a truck by moving the pallet. You can use pallets as something of a mobile staging area when depositing material all bound for the same place. This makes pallets most useful when making large quantity shipments to a single location, such as a material transfer, and less useful when making multiple, smaller shipments to a number of locations, such as sales order shipping. Because of this, you can set pallet use on a location-by-location basis, using it in places that do a large number of transfers, like a regional distribution center, while not activating the feature at sales locations. Note: Pallets are incompatible with tagging. If you have tagging enabled in any location in your company, you cannot activate pallets in any other location, even those that do not use tagging. This applies the other way as well: if you use pallets in any location in your company, you may not activate tagging anywhere within your company. This chapter discusses the following: Pallet Move - (page 150) Just as you can ship material at the pallet level, you can move it about your warehouse in the same manner. Pallet Split - (page 152) In addition to moving pallets from one place to another within your warehouse, you can take individual lines and partial quantities off a pallet and move them to other pallets. Remove from Pallet - (page 153) This is nearly identical to splitting a pallet, but the removed material is deposited to a bin instead of a pallet. Moved material is canceled from the transfer

148 Concepts Concepts The following segments explain the business logic and internal processes Prophet 21 uses. While none of these sections will tell you how to perform tasks, they will deepen your understanding of system behavior. Serial Numbers and Pallets There is no restriction against loading serialized items onto pallets. However, when picking for an order in a location that uses pallets, the procedure for assigning a serial number changes. When entering a transfer at a location that uses pallets, you do not specify what serial numbers are part of the transfer. The system locks the Serial tab in Transfer Entry and does not allow you to open it. In the case of order based transfers, the system prevents you from setting s serial number's status to Reserved. The reason for this is to put the decision of assigning serial numbers in the hands of warehouse personnel. Thus, instead of assigning serial numbers at the time of order creation, you specify them at the time of picking. Once you deposit a serialized item onto a pallet Prophet 21 unlocks the Serial tab, which displays all serial numbers picked for the order. Moving Pallet Material Pallets provide their own version of the procedures described in the Inventory Movement chapter. They are conceptually similar to the content move and split and move functions. Pallet Move - A pallet move takes the entire pallet,ad all inventory quantities loaded onto it, and moves it to another area of your warehouse. This becomes necessary when moving a pallet from a staging area to a door bin (i.e. the truck), or if you need to move the pallet to another location because it doesn't fit on the truck. Pallet content moves are similar in concept to tagging content moves in that all material deposited to the pallet is automatically updated with the new location while you only need to handle the pallet in the system. Pallet Split - A pallet split removes a portion of the material loaded on a pallet and places it on another pallet, but leaves some inventory on the original pallet and keeps it in the same place. Because the moved inventory is not part of the original pallet, it carries none of the qualities of that pallet. Thus the moved quantity does not carry with it a specific destination location and may be placed on any pallet. This is similar to a split and move function

149 Concepts Remove From Pallet - Removing material from a pallet is nearly identical to splitting a pallet. The difference is that instead of depositing the split material to another pallet, you are placing it in a bin. You can even put it in the bin that holds the pallet, regardless of normal transfer location restrictions. This lets you pull multiple pieces from the pallet, deposit them next to the pallet, and then move them all together using an inventory move operation. Note: Removing material from a pallet cancels the removed quantity from the transfer, but leaves the requirement for it in place. Thus if this transfer was generated because of a customer order at another location, when you next run transfer requirements, the removed amount will be picked up again. If you want to remove the requirement as well, you must adjust the transaction records. For example, if a customer order was creating the requirement, you must first cancel that quantity from the customer order

150 Walkthroughs Walkthroughs This section shows you how to accomplish tasks, and provides explanations of the various areas of the system involved. Note: Not covered in this section is the creation of a pallet. Create new pallets as part of a transfer pick. You can find the function key command for this on page 174. Moving Pallets Navigation Path: Inventory Operations > Pallet Move Moving a pallet takes the pallet and everything on it and moves it to another location. This can be a different bin, such as moving from a staging bin to a door bin for shipping. But you can also load one pallet onto another, if desired. Select Pallet The first step in moving a pallet is selecting the one to move. Scan the pallet's label to indicate your selection.the system displays information about the pallet that may be important when deciding where to place it. Field: Pallet ID Source Location Destination Location Type Bin Description: This is the pallet you scanned for movement. The location that provided the stock loaded on the pallet. The location where this pallet is headed. Shows whether this pallet contains material ordered for an order based transfer or a stock transfer. If the pallet contains a mix of both, the system calls the pallet a stock transfer pallet. The bin in which the pallet currently resides

151 Walkthroughs Field: Movement Type Description: This shows the kind of inventory movement you are performing: all of the items, or an item by item move. Because a content move moves the entire pallet, this field defaults to "All" and cannot be altered. Select Deposit Once you have the pallet, you need only scan its deposit location to move it. You can place the pallet on another pallet or in a bin, such as a door bin. For more on depositing one pallet to another, see Consolidating Pallets below. Notes: When moving to a staging bin or door bin, the system does not allow you to deposit to a bin associated with a destination location that does not match the pallet's destination. If the staging area or door bin is not assigned to any destination location via the transfer schedule, the system displays a warning message, but allows the deposit. You can deposit a pallet to a non-staging area/non-door bin. This will be necessary if the pallet doesn't fit on a truck, and must be put aside to wait for the next truck. You can only move pallets using this procedure. For items residing in bins, see Inventory Movement on page 127. Consolidating Pallets Consolidate pallets by moving the contents of one pallet to another. The process of performing a pallet move is described in Moving Pallets on previous page. This section discusses the special considerations made when consolidating pallets. Only One Remains When you deposit one pallet to another, Prophet 21 deletes the moved pallet upon successful deposit. Only the pallet that received the material remains after a consolidation. Pallets Must Match You cannot deposit material from one pallet to another unless they are both bound for the same location. They do not, however, need to reside in the same staging bin to be consolidated. As long as they share a destination location, their bin assignments at the beginning of the process are irrelevant

152 Walkthroughs Similarly, if you've set your pallets to not allow transaction type mixing, this restriction carries through to consolidating them as well. In this case pallets with material for order based transfers cannot be consolidated with pallets containing material for stock transfer orders. Splitting Pallets Navigation Path: Transactions > Inventory Operations > Pallet Inventory Move Splitting pallets takes a partial quantity of a pallet's inventory and moves it to another pallet or bin. Note: Using this process, you can only pick material from a single pallet and deposit it to a single pallet or bin. You may not deposit split material to multiple locations. Scan Pallet The first step in splitting pallet quantities is to scan the pallet from which you want to take material. Scan Item Enter the line item and quantity that you want to take from the pallet. You do not have to remove a line's entire quantity, but you are restricted to the items and quantities present on this pallet

153 Walkthroughs If the item you scan appears on multiple transactions, the system provides a popup from which you can select the transaction allocation you want to move. Scan Deposit Scan the deposit location, and specify the quantity of material you are depositing. You may deposit split quantities to another pallet or a bin. The system does not restrict your choice of deposit pallet by door or staging bin. Note: The system does not automatically bring you here. You must press F3 after splitting material from the original pallet to come to this screen. Function Keys The scanner function keys perform the following actions in this window: Key: Command: Description: F3 Deposit Unless you pick everything available from a pallet, the system will return you to the first screen in this sequence after you scan an item and enter the quantity. Move to the deposit screen by pressing F3. At this point, the system prompts you with the deposit screen and allows you to begin placing the picked material in its new location. F5 Create Pallet As part of the deposit process, you can create a new pallet onto which you place the split inventory quantity. Specify the bin in which this pallet resides, and the system automatically generates a pallet ID and deposits the material to it. Removing Material from a Pallet Navigation Path: Inventory Operations > Remove from Pallet Removing material from a pallet pulls the quantity from the pallet and deposits it to a bin. This action also cancels the moved quantity from the transfer

154 Walkthroughs Identify Pallet The first step in this process is identifying the pallet from which you are pulling inventory. You can scan the pallet or enter it's ID manually. Identify Item Once you have the pallet, scan the item you want to remove. You can only move one item at a time. If the item scanned is part of more than one order, of there are multiple lots or serial numbers for this item on the pallet, the system provides a popup so that you can select which one you want to remove. Enter Quantity Once you have the item to move, enter the amount you want to pull from the pallet

155 Walkthroughs Since this process treats each lot, serial, and order separately, the amount available to move is limited to the specific lot/bin/order you selected in the prior step, which may be less than the total quantity of item loaded on this pallet. Identify Deposit Bin Scan the bin into which you are depositing the removed material. Note: When making a deposit, this process waives the normal transfer location restrictions that are in place if using a transfer schedule. This lets you pull multiple pieces from the pallet, deposit them next to the pallet, and then move them all together using an inventory move operation

156 Quick Steps Quick Steps This section contains stripped down instructions for the various tasks discussed in the Walkthroughs segment. Moving Pallets Start In: Inventory Operations > Pallet Move Scan the pallet you want to move Move the pallet to its destination Scan the deposit pallet or bin Splitting Pallets Start Here: Transactions > Inventory Operations > Pallet Inventory Move Scan the pallet from which you want to take material Scan the line item you want to move Enter the quantity you want to take Continue to scan items and enter quantities until you have removed all the inventory you wish to relocate Press F3 Scan the deposit pallet or bin Removing Material From a Pallet Start In: Inventory Operations > Remove from Pallet Scan the pallet from which you want to remove inventory Scan the item you want to remove and specify the order from which you're taking, if necessary Enter the quantity you are removing Scan the deposit bin

157 Setup Setup The following tasks set up the system specifically for use with the functions described in this section. Setting Up Pallets Perform the following steps in order to prepare Prophet 21 to use pallets. Activate System Setting Navigation Path: Setup > System Setup > System > System Settings > Inventory Management > General Before doing anything else, you must activate pallets in your system. Remember that after activating the feature, you must log out and log back in to Prophet 21 for the changes to take effect

158 Setup Activate the Feature at the Location Level Navigation Path: Inventory > Inventory Management > System > Location Maintenance > Wireless Warehouse Options Much of the setup and maintenance of pallets can be done on the fly, but before you can do that, you must activate the feature in the system. Because pallet tracking is a location-specific function, its switch is found in Location Maintenance, and because it is only available in locations that use WWMS, it is found on the Wireless Warehouse Options tab

159 Setup Specify Pallet Type You can use pallets to group items in several ways. The first is destination location, which is their basic function. The second way, transaction type, is optional. The Require Separate Pallets by Transfer Type setting determines if a pallet accepts material for both internal and customer-based transfers, or if it only allows one type of transfer to be deposited onto it. If you enable this setting, all pallets function under this rule. However, pallets themselves are not assigned an internal/customer-based status. You can deposit material from either sort of transfer to an empty pallet. As soon as material resides on a pallet,however, all subsequent deposits must be for the same sort of transaction

160 Additional Reading Additional Reading This chapter contains the majority of pallet information found within this manual. However, pallets are involved in several different processes. You can find information on how pallets integrate with these procedures in the following areas: Pallet Sheet - The pallet sheet is a report designed for use with receiving a pallet. Because pallets are only available through the use of WWMS, it is a wireless warehouse report. Unlike all the other reports found in Reports on page 255, it does not deal with the WWMS package specifically. Instead, it is a tool to assist pallet inventory receipts. It is included in this chapter for completeness sake, but can also be found in the Reports chapter cited above. Picking - Pallets are only involved in the picking process at the very end, during the deposit phase. At this point, if you use pallets at your location, you have the option of depositing picked material to a pallet instead of a bin. See Order Picking (Bin/Item) on page

161 Additional Reading 8 Picking Picking is the process of pulling inventory from your shelves for the purpose of fulfilling a transaction. While the concept is simple, WWMS offers you a number of different ways to perform this action, based on your needs at the time. This chapter discusses the following: Soft Allocation (page 162) - This method of allocation does not assign specific lot or bin quantities to an order until you generate a pick ticket. Only when you are ready to pick an order does the system perform a warehouse scan and make specific bin allocations, basing its recommendations on the most efficient pick possible. Note, however, that the system still checks the quantity available at the time of order entry, and counts an unpicked order quantity as allocated, it just doesn't assign that allocation to any specific bin until picking time. Prophet 21 Integration (page 1) - The continual shift of electronic pick tickets from you system to scanners and back can make handling information more complicated. The tools described in this section help organize and process the data. Order Picking (page 172) - Order picking is a system guided process that is highly customizable. When you specify an order, the system leads you from bin to bin in the most efficient route, minimizing the amount of walking back and forth required to fill the order. In addition, you can restrict your pick to a specific pick zone. Group Picking (page 164/184) - You don't have to pick orders one at a time. Using group picking, the system assembles a single pick ticket from a number of different orders and assembles it into one list based on your warehouse layout. You pick all the items, and then split them into their individual orders at the time of deposit. Workbench (page 165/192) - The workbench is a dynamic list of transactions ready to pick that can be sorted, grouped, and distributed to individual pickers by a manager sitting in oversight. It provides a way of keeping abreast of incoming pick tickets while arranging for their picking in an order appropriate to the order's importance. Cross Dock (page 168/198) - Cross docking is a process in which you pick material for sales orders from inventory you ve just received before engaging in the putaway process. This means you can take inventory still sitting in receipt bins and send it directly to customers without first investing the time in putting it on your shelves, allowing you to put it to use immediately and reducing the amount of material involved in the putaway process later. Pull to Pick (page 169) - This method of group picking has you pull whole bins from your shelves, deposit them in a specified area, and then directs you to pick quantities for multiple tickets from the accumulated quantities. Anything remaining is returned to the shelves. Pallet Deposits (page 171) - Pallets serve as a mobile bins. You can deposit multiple picks to a single pallet, and then move all the accumulated inventory by moving the pallet, instead of moving each individual picked quantity

162 Concepts Concepts The following segments explain the business logic and internal processes Prophet 21 uses. While none of these sections will tell you how to perform tasks, they will deepen your understanding of system behavior. Soft Allocation Prophet 21 uses a series of algorithms collectively known as soft allocation for the picking processes. Soft allocation analyzes all the bins in your warehouse and tries to find the smallest quantity that matches the allocation in the most logical bin sequence. For example, an order calls for you to pick 1,235 units of an item. The item is packed in cases of 1000, and boxes of 100. The system first determines that you should pick 1 case, 2 boxes and 35 units. It then scans your bins, starting with the item s primary bin, to find any boxes that have already been used for partial quantities, and thus have less than 100 units in them. If it finds any, it recommends that box and bin. The system then scans all your bins to find the bin with the least quantity in it that still has 2 full boxes, and then performs another sweep to find the emptiest bin that contains a full case. It recommends these bins and quantities as well. Note: The system recommends picks based on FIFO and always attempts to pick to clean, meaning that it attempts to recommend quantities that clear out a bin, rather than leave small quantities of items scattered throughout multiple bins in the warehouse. Orders are not assigned bins until you generate a pick ticket. The system will still check for available inventory quantities when you enter the order, but will not assign a bin to the order until you create the pick ticket. Thus even if days pass between when you enter an order and when you pick it, you will almost certainly have sufficient quantities in the bins assigned to the order when it comes time to pick it. If there are no bins with sufficient quantity to complete the pick when the pick ticket is generated, the system prompts you with an error message and will not create the pick ticket. Prophet 21Picking Integration Picking in WWMS involves the constant shift of pick tickets from Prophet 21 to handheld scanners and back, all electronically. Because this can be tricky to track, when you activate WWMS at a location, Prophet 21 produces a number of tools that help manage pick tickets. These tools allow you to perform the following management tasks: Filter Out Partially Picked Tickets With pick tickets constantly being downloaded to scanner guns and uploaded back to the system, keeping track of pick tickets can be difficult. To help with this, the Find Pick Ticket search window in Shipping has a checkbox that appears if the shipping location uses WWMS

163 Concepts Activating this checkbox causes the Find Pick Ticket popup window to display only those pick tickets that are fully picked and ready to ship. The system excludes all other pick tickets from the list. View Deposit Bins The Order Bins tab appears in the header of the Shipping window. It displays a list of bins. These bins hold the items that were picked for the pick ticket selected in the Shipment tab. The tab does not show what items are in which bins; it only displays the bins to which the items were deposited. View Pick Ticket Progress The Warehouse Activity Tab in Order Entry shows you information on any pick tickets generated for the order you selected in the Order tab. Field: Pick Ticket Number Printing Date Description: The system-generated number assigned to the pick ticket. The date the pick ticket was generated for picking. The printing date might also refer to the date the pick ticket was transferred to a wireless scanner for picking; it does not have to exist in paper form to qualify as printed

164 Concepts Pick Status Field: Description: This field shows what stage the pick ticket is currently in. Printed the pick ticket has been generated for printing. As above, this might not mean it was printed. Picking the pick ticket is in the process of being picked. Deposited the order has been placed in a deposit bin. Shipped the pick ticket has shipped. % Picked This field shows how much of the pick ticket has been picked, expressed as a percentage. This field calculates the percent complete by how many lines of a pick ticket are completely picked. For example, if a pick ticket has 10 lines and 5 of them are picked, the ticket is 50% picked. The system disregards partially picked lines for purposes of this calculation. Important! Because the system treats partially picked lines as unpicked for this calculation, pick tickets for undershipped orders will appear incomplete in this field. Picked to Bin Pull List Number Status The bin in which material on the pick ticket was deposited. This field doesn't show what items are in the bin, just what bin the items were placed in after they were picked. If this pick ticket is part of a pull to pick order (see page XX), this field shows the pull list on which this pick ticket resides. Indicates if the ticket is canceled or completed. This field remains blank until someone takes action on the pick ticket. Group Order Picking Group order picking is a way of picking inventory to fulfill multiple orders at the same time. To do this, you create a group pick ticket, which is a combination of several pick tickets for different orders. These individual pick tickets are pulled apart into their individual lines, and then put together into a single whole. When the system puts together a group pick ticket, it assembles the lines in ways that make sense for your warehouse zone layout and pick sequence. So it lists all items from all pick tickets in pick zone A together, then all items from all pick tickets in pick zone B, and so on

165 Concepts Notes: You can create a group pick ticket for sales or transfer orders, but a group ticket must be all of one kind; you cannot merge sales and transaction orders on one group pick ticket. Also, you cannot create group pick tickets using secondary process or production orders. Those transactions must be picked individually. Prophet 21 provides a number of different methods and tools for creating pick tickets, depending on how you'd like to do it. You can find instructions on each method in the Walkthroughs and Quick Steps sections of this chapter. In terms of procedure, picking a group pick ticket is the same as picking a single order pick ticket except for how you close the process. When you are ready to deposit the picked items, you need to separate the picked inventory into the items and quantities for each individual order. You do this using consolidation bins. A consolidation bin is a bin into which you deposit the picked quantities for only one of the orders that was a part of your group pick. You cannot share consolidation bins with other orders on the same pick ticket, thus you must have one consolidation bin for every transaction that made up your group pick ticket. Workbench The workbench is a warehouse management/supervisor tool to dynamically manage the flow of transactions to be picked and pushed to the scanners. With priorities and workloads constantly changing within the warehouse environment a control and direct capability is something every warehouse manager needs. The workbench itself is a dynamic list of transactions ready to pick that can be sorted, grouped and moved about in an ad hoc manner. Transactions at the top of the list can be immediately pushed to an available scanner. Counter sales go immediately to the list. Other warehouse tasks are also displayed and sorted by a user-defined hierarchy and can be pushed to the devices in the warehouse accordingly. The warehouse manager has the capability of dynamically creating group pick tickets, and has information such as individual picker workload or performance so far readily at hand. How It Works Using customized SQL query statements, the workbench scans the system s pick tickets, looking for those that meet the following conditions: Meet the query criteria Have not begun the picking process Have not been assigned to another workbench It grabs any that match these criteria and moves them to the workbench. There, the bench creates a list of the retrieved tickets, ordering them in a way that matches the priorities you ve assigned (see Order Priority below for more information). You can view the list of retrieved tickets and give them to any picker that is assigned to your workbench, pushing them onto the picker s scanner. By repeating ticket scans, you can continually pick up new tickets that meet your criteria and assign them to pickers through

166 Concepts out the warehouse, adding to their queue as they continue to work. Several load bearing tools help keep the pick lists balanced so no one picker becomes overwhelmed. Options allow you to automate certain aspects of this process, such as assigning tickets to pickers, sorting the tickets according to predefined priorities, and setting the workbench to scan for new tickets at regular increments. Example: The warehouse manager arrives in the morning and opens the workbench to show several orders left over from yesterday are still to be picked. He immediately assigns these transactions to specific pickers to pick. Later in the morning sales people start arriving and taking orders, both regular and counter sales orders. Because this company places greater weight on front counter orders, front counter pick tickets sort to the top of the workbench. A different manager on a different workbench runs a query for major requirements within a one-week window and another query for all other orders within a narrow timer window of yesterday through tomorrow. The warehouse manager creates a sort sequence that ensures the major customer orders get picked first. Hours later all the major customer orders have been picked and regular orders are starting to flow to the scanners. The warehouse manager defines pick ticket groups of up to 4 orders with less than 10 lines to be picked. Later, only the larger orders remain. He sets the workbench to sequence the orders by size, largest first. Towards the end of the day a review of the workbench indicates only a few orders remain, so the manager uses the automatic sort option to ensure all orders have been picked by the end of the day. Order Priority The workbench weighs the importance of each pick ticket using a measurement called Order Priority. The higher the priority, the more important the order. Order priority becomes especially important when you automate the process of assigning pick tickets to When auto-assigning pick tickets to scanners, the system orders tickets by their priority, pushing those with the highest scores to the top of the list. A ticket s priority score comes from a series of components: Customer / Ship to Carrier Order Type Order Threshold You assign each of these components a priority score. The system then adds up the scores of these components to come to the ticket s total priority, and places it in the proper place on its list. Because you define the weights of these aspects, you have great flexibility in determining how the system evaluates the importance of pick tickets and orders relative to one another. For example, if you consider rush orders from a selection of valued customers a priority, you would place the greatest weight on customer rank and order type. In this case you might not assign any weight to order threshold at all. On the other hand, if you place greater importance on the size of an order, you would place the highest weight on the order threshold, meaning large orders would be more likely to be picked first, regardless of order type or customer

167 Concepts Note: Priority is not the only sort method available when using the workbench, and it is possible to use this feature without ever using priority. It is, however, a method which allows you to sort the open pick tickets using metrics important to and tailored to your business. Example: The system has the following weights defined: Customer / Ship to Carrier Order Type Order Threshold Grade A 1024 Grade B 520 Next Day Air 512 2nd Day 128 Expedite 1024 Standard 512 $1, $5, You generate pick tickets for two orders: Order 1 Customer Crossroads Auto (Grade A) Carrier 2nd Day Order Type Standard Order Threshold $5,000 Order 2 Customer Allied Supplies (Grade B) Carrier Next Day Air Order Type Expedite Order Threshold $1,000 Using the criteria established above, the system calculates their weights as follows: Order 1 Customer = Carrier = Order Type = Order Threshold = 500 Total Priority = 2194 Order 2 Customer = Carrier = Order Type = Order Threshold = 100 Total Priority = 2156 The system would thus put the pick ticket for order 1 ahead of the pick ticket for order 2, even though order 2 is expedited and requests faster shipping. This is because order 1 is a larger order and comes from a more highly valued customer. These two factors combine to make it more important to the business, as defined by the weights shown above. Bin Replenishment and the Workbench The way bin replenishment normally works, when a bin dips below a set inventory level, the system sends notification to a picker assigned to that bin s zone. The picker can then access the information and move inventory in the warehouse to replenish the bin. See Beginning a Bin Replenishment (Scanner) on page 110 for more information. The introduction of the wireless workbench gives you another way to handle bin replenishment. You can elect to let it run as described above, or you can use the bench to parcel out this task like it does pick tickets

168 Concepts In order to use the workbench with bin replenishment, you must create and run a query that includes bin replenishment transactions. See Creating Workbench Queries on page 221 for information on how to do this. If the workbench retrieves a bin replenishment request, it treats this as a pick ticket and places it at the bottom of the unassigned pick tickets list. Note: Bin replenishment requests immediately go to the bottom of the list because they are considered low priority picks that should be done when there is no other transactional picking required. From here, the bin replenishment requests are assigned to pickers just as any other pick ticket. When a picker receives a bin replenishment request, the scanner displays the [B] icon at the top of the screen as normal, and deals with it in the manner described on page 110. Note: When set to Up to Max and used in conjunction with a workbench, the system factors in current order quantities in a workbench queue when generating the replenishment amount. Thus the replenishment quantity equals the amount required to restore the bin to its maximum quantity plus the pick quantity of all pick tickets currently in a bench queue. Cross Dock Cross docking is a process in which you pick material for sales orders from inventory you ve just received before engaging in the putaway process. This means you can take inventory still sitting in receipt bins and send it directly to customers without first investing the time in putting it on your shelves, allowing you to put it to use immediately and reducing the amount of material involved in the putaway process later. Note: This process only applies to sales orders. You cannot use cross docking to pick for transfer orders, MSPs, or any other kind of transaction. Selecting Cross Dock from the main menu gives you the option to choose between bins or receipts. You then enter a series of bin IDs or receipt numbers that the system reviews and creates a list of items. Important! This list of bin IDs or receipt numbers is a list, not a range. If you only specify two bins, the system will analyze those two bins, not all bins between them in alphanumeric sort order. You must include every bin ID or receipt number you want the system to look at. Once the system has this item list, you are prompted to enter sales order information. Here, you specify orders through a series of range fields. The system looks through all the open orders matching your criteria and compares their open lines to the item list it compiled earlier, weeding out any orders that have no lines in common with the available items in the bins/receipts. Once it has this list of matching orders and items, it orders the list by how much of the order may be filled from the material in the bins/receipts. The more of the order that can be filled by the material available from the specified bins/receipts, the higher on the list it appears. When calculating this list, the system factors in concerns such as packing basis and lot allocation. From here, you can elect to pick each order individually, in which case the system generates a pick ticket for each order, or you can pick for all the orders at once through group picking. The system directs you to standard inventory bins for any quantities that cannot be filled from the receipt material

169 Concepts Important! Because of the way this process works, you should not set the system to automatically assign bins at order entry (found in Setup > System Setup > System > System Settings > Inventory Management > System Settings > Serials Lots and Bins) if you want to use this feature. This setting causes the system to automatically allocate inventory quantities contained in specific bins and thus does not allow you to fill the order with newly received material in the receiving area without the additional work of reallocation. If you are concerned about filling an order with a specific lot, have the system automatically assign the lot instead of the bin, since lot allocation is a consideration in the cross docking process. Pull to Pick Note: This function is designed to work with tagging only. The pull to pick options offer you a different way to handle picking items for customer orders. Standard picking procedure sends a person through your warehouse, picking items from various bins as per the pick tickets he has. If this person has multiple pick tickets that call for the same item, he might visit the same bin multiple times in his picking rounds to satisfy all the line items. Pull to pick is similar to group order picking in that it combines several different pick tickets, but it differs in how you pick these tickets. Instead of consolidating the line items of the various pick tickets and sending you throughout the warehouse picking all the lines individually, the Pull to Pick process combines the item quantities for all items in common on the pick tickets and directs you to pull that total amount. This is called a pull list. You bring this combined amount to a central weighing station, and from there, pick the quantities required for individual orders. This allows you to consolidate all the items on your pick tickets in a single location, making the pick process much faster, and bringing them to a weighing station makes pre-shipping weighing more convenient as well. Once you ve completed your picks, you return the unused quantities to their places in the warehouse using group putaway; you might not be able to return the product to the bins you originally took it from because of the need to break packages, or there might be different bulk quantities package types once you complete the picks. For example: You receive five different sales orders that have the following lines: Order Line Items Quantity 1 Line 1: A Line 2: B 2 Line 1: A Line 2: B Line 1: 10 Line 2: 10 Line 1: 20 Line 2: 5 3 Line 1: A Line 1: 15 4 Line 1: C Line 1: 5 5 Line 1: C Line 1:

170 Concepts When the system creates the pull lists, it totals the quantities of all like items from the lines on the orders. So in this example, the system s pull list would direct you to pull 45 units of item A (sum of the first line from orders one and two, plus order three), 15 units of item B (sum of the second line in orders one and two), and 20 units of item C (sum of orders four and five). The system then directs you to pull these totaled quantities from the warehouse racks and deposit them at a weigh station. If you use tagging, you pull items by tag, pulling whole tags until you ve pulled enough to fulfill the pull list quantities. From here, you pick the appropriate quantities from the amassed product. So once you ve deposited the pulled product at the weigh station, which includes 45 units of item A, you pick 10 for order one, 20 for order two, and 15 for order three, repeating a similar process for items B and C. If there is any product left over after you ve completed your picks (which is possible if you had to pull tags with more quantity than you needed), you scan the product or tag, update the quantity remaining, and move it to the system-recommended bin, placing the items back in the warehouse according to system direction. In the meantime, the picked product moves to a consolidation area. Orders three, four, and five move immediately to a shipping area since they have only one line each and require no further processing. Orders one and two, however, remain in the consolidation area until all their order lines are picked and deposited here. Once all the picked lines appear here, they are packaged together and moved to shipping. A single tag might appear on multiple pull lists. For example, a tag containing three different items might be allocated to three different orders, and wind up on three different pull lists. In order to prevent duplicate product pulls, the system marks that tag as pulled and removes it from all other pull lists as soon as someone pulls that tag. Important! If the same item appears on multiple pull lists, you might find some bins aren t being picked to clean. If you create pull lists in a sequence, the system allocates the un-allocated quantity of the product already pulled to the weigh station. The system relies, for sequencing pulls and putaway, on basic bin setup of sequences and weight and volume values for all bins. In order for the system to direct pull lists by zone, you need to make sure you enter zones for all your inventory bins. Also, it is important you put the pulled product back as soon as possible after you ve completed your picks to minimize other people breaking packages to satisfy different picks. Hard Allocation Typically, Prophet 21 uses a process called soft allocation when allocating inventory to orders. See Soft Allocation on page 162 for a full explanation of how this works. Because of the way pull to pick works, Prophet 21 needs to resort to hard allocation when using this process. When you pull to pick, you take quantities from their warehouse bins and deposit them to a staging area for picking. However, soft allocation assigns inventory to orders based on bin, and since pulling to pick moves inventory from one bin to another without actually fulfilling any orders, this could cause problems within the system

171 Concepts The way Prophet 21 deals with this is through hard allocation. Unlike soft allocation, hard allocation attaches the inventory allocation to the tag or package you pull. In other words, the allocation assignment moves from the bin to the tag. This makes the quantity s location irrelevant, as it is that specific tag assigned to the order instead of any matching quantity in a bin. The system changes all allocated quantities on a pulled tag to hard allocations. When a tag returns to the warehouse, any allocations that remain on it become soft once more. Pallet Deposits Pallet tracking in WWMS serves to create an additional level of inventory tracking and manipulation. Anything you do to the pallet automatically applies to any item placed on it. This means that if you load several different items onto a pallet, you can move them all at once by moving the pallet. However, unlike bins, pallets can be shipped, meaning that you can load multiple items into a truck by moving the pallet. This chapter contains information on depositing picket material onto pallets. For information on shipping pallets, see Pallets on page

172 Walkthroughs Walkthroughs This section shows you how to accomplish tasks, and provides explanations of the various areas of the system involved. Order Picking (Bin/Item) Navigation Paths: Transaction > Picking > Sales Order Picking Transaction > Picking > Transfer Order Picking Select Order to Pick The first step in the picking process is identifying what order or pick ticket you want to pick. If you are picking a sales order, you need to identify both an order number and pick ticket. However, if the order has only one pick ticket, that information defaults automatically once you enter the order number. If you are picking for a transfer, you need only enter the transfer number; transfers do not have pick tickets. If you use pick zones in your warehouse, you can also enter a zone here. This prompts the system to provide information on the items for this transaction that reside in the chosen zone only. Using this method, you could assign different portions of the pick to multiple pickers at the same time, and consolidate the individual picks when they are all complete. Alternately, you could enter a pick zone first, and then browse for available pick tickets. The system will only display pick tickets with items in the entered pick zone. Defining zones is optional. You do not have to enter a value here even if you use pick zones. Confirm Bin Once you ve entered a transaction, the scanner begins to guide you through the warehouse to perform your pick by displaying a screen that shows you the first item and quantity to pick, and the bin where it

173 Walkthroughs resides. All of this is for information only, allowing you to verify that what you need is where the system says it is. You cannot edit information in this screen; the only thing you can do in this screen is confirm you are at the correct bin. Scan the bin to proceed to the next step. You must match the bin selected by the system in order to proceed, though Shift + F3 overrides this requirement. Picking Material Once you ve verified you re at the correct bin, the scanner shows you the item and quantity to pick. Pick the material and scan it. Like verifying the bin, you must verify the item and quantity displayed, and all identifying characteristics (ID, lot, serial number, etc.) must match what the system displays, though Shift + F3 overrides this requirement. When you've picked the last item, press F3 to save and complete the pick. Deposit Pick Once you've picked all the items for an order, you deposit them somewhere, such as a staging area where they can be packaged for shipping

174 Walkthroughs The system suggests a bin, but unlike prior steps in the picking process, this bin is only a suggestion; you can select another if you like and the system will accept the entry. The suggested bin is always the last deposit bin used for this scanner, even if it was for a different transaction. Notes: If picking by zone, this field does not default to the last bin used unless you ve already made a deposit for this order. When picking by zone, this bin must be a consolidation bin. If using pallets, you can deposit picked items to a pallet instead of a bin. Because each pallet is associated with a door bin, and thus a destination location, the system validates that the deposit pallet is for the same destination location to which the picket item is headed. If not, it provides an error message. All lines of a transfer must be deposited to bins or pallets; you cannot deposit some lines to a bin and others to a pallet. You can, however, deposit them to different bins and pallets. When depositing a pick ticket, you do not have to place all picked items in the same bin. The process allows you to deposit each line individually, and you can define a different deposit bin each time. However, by pressing F4, you can place all remaining items into a single deposit bin with a single scan. Function Keys The function keys perform the following tasks in the Picking window:

175 Walkthroughs Key: Command: Description: F2 Lookup Pressing this key gives you a popup search window similar to the ones found throughout WWMS. When looking up pick tickets in the picking screens, the lookup window gives you a few more options. In addition to showing you the order number, order date, and pick ticket number, the window displays the route code, if one was entered, and if the order is a front counter or will call order. Since you can sort the columns by clicking on them, you can arrange the pick tickets in an appropriate order and pick the highest priority pick tickets, such as those with the oldest order date or those that are front counter orders, first. F3 Deposit You may choose to deposit the pick-to container tags at any time by pressing F3. The system does not require you to deposit any picks until the pick ticket is complete, or until you attempt to leave the Picking window or change pick tickets

176 Walkthroughs Key: Command: Description: Shift + F3 Pick Any This function key allows you to pick something other than what was allocated to the order, substituting a different tag or lot for the one suggested by the system. Normally, the system requires you pick the tag or lot it displays, and will not allow you to continue picking the item until you confirm you have selected what it has selected. When you select the Pick Any option, the system displays a popup window of tags (for tagged items) or lots (for lot/bin items) that contain the item you are currently picking. In addition to displaying the tag number/lot ID, the popup shows you the bin where the item resides, the quantity of item on hand, and the free quantity (the on hand quantity minus allocations) of the item. Tag popup Lot popup These new options must all meet a few prerequisites: 1. If a tag, it must contain the same item as the tag suggested by the system. 2. The tag/lot must have unallocated quantities of the item available for picking. If you attempt to pick allocated quantities from a tag or lot, the system will display an error message telling you the items are allocated already. 3. The tag/lot cannot be in a pick locked or quarantined bin. If you use this function and completely pick the required quantity, the system considers the line complete and moves you to the next one. If you pick a partial quantity using this function, the system returns to the originally recommended tag/lot, but reduces the quantity to pick by the amount you took from the alternate source. If you wish to pick from a tag or lot other than the one suggested by the system, you must press Shift + F3 again

177 Walkthroughs Key: Command: Description: F4 Deposit All When on the Deposit Screen, F4 sets the system to deposit all lines and tags in a receipt to a single bin all at once. When you press this key on the deposit screen, the Line Number and Item to Deposit (or Tag to be Moved, if you re using tags) fields display All, and the system will deposit all lines or tags on the receipt to the same bin or tag that you specify. Pressing this key a second time changes the deposit method back to the line-by-line method, meaning you must specify the destination tag and bin for each line or tag in the order, even if they are all going to the same place. Shift + F4 View Notes Pressing this function key causes any mandatory notes to pop up again. F5 Skip Pick By pressing F5, you can skip an item that may not be sensible to be put in the container or palette at that point of the picking. This could be because the next item to pick is heavy and may damage this item, or it could be smaller than the next, meaning it would not pack correctly. This function causes picking to skip the current allocation and continue picking with the next allocation. Picking returns to the skipped allocation after all other picks are completed. F5 Create Pallet The F5 key serves a different function in the deposit screen. Here, there's no need to skip a pick, since you're no longer picking material but depositing it in bins for staging and shipping. When you press F5 during a deposit, the system provides a popup used to create a pallet on the fly. Shift + F5 Barcode Learning This function is described fully on page

178 Walkthroughs F6 Key: Command: Description: Shift + F6 Pick Exception Additional Item Information By pressing F6, you can skip an item during picking. This is similar to the Skip Pick function, but with Pick Exception you are telling the system that you do not want to return later to pick the item. You might use this function for cases when you get to a bin and the stock is not there or is damaged, for example. This function pick marks the bin as unpickable, cancels the allocation for all orders for that bin, and automatically reallocates all transactions so they don t use that bin. The system then suggests a different bin for the same item and you can continue picking as normal. This function is described fully on page 39. F8 What's Left Pressing F8 tells you what s left to pick on an order. This can be used, for example, if your box is getting full and you want to see what's left to pick so that you can tell if you can fit it all or want to start a new container. When you select this function, the Pick Status screen opens, with the lines still available for picking displayed. When leaving this screen (F1 - Exit), you return to the order you were picking. Adjusting Bin Quantities On the Fly In the midst of picking an order, you may discover that the item quantity in the bin does not match the item quantity displayed by the scanner, and it may not meet your pick needs. In this case, you can adjust the bin quantity on the spot, updating warehouse records and prompting the system to adjust its pick recommendations accordingly. These instructions assume that you perform all the standard picking procedures such as making a confirmation scan of the bin, item, and lot you are directed to pick. This process begins only after you discover that there is a different quantity in the bin than the amount available according to the system. Establish Adjustment When you enter a quantity to pick that differs from the pick quantity, the system asks if you want to adjust the bin quantity. Answer yes. Note: If you perform an on the fly reduction of bin quantity, the system automatically reduces the bin's quantity on hand to 0, since it assumes you picked the reduced amount and left nothing. Adjust Pick/Ship Quantities You're now asked if you want to over/undership the order. Your answer determines the rest of the process:

179 Walkthroughs Yes - the system marks the line over/undershipped, adjusts the bin contents accordingly, and returns to the rest of the pick, changing nothing else. No - the system adjusts the bin contents and then attempts to adjust the pick to meet its original quantities. Thus, if you adjusted a bin's contents down, it tries to find additional quantities elsewhere to make up the shortfall. If you adjusted a bin's contents up, it reduces the pick amounts from other bins. When adjusting pick quantities because of a bin adjustment, the system uses the following algorithm: 1. Are there items with the same lot in other bins that have available inventory? 2. Is there a different lot in the same bin with available inventory? 3. Is there a different lot in different bins that have available inventory? 4. If all three of the above options fail to produce pick quantities that can be reduced, the system marks the line under/overshipped and moves to the next required item/bin/lot pick. Order Picking (Tags) Navigation Paths: Transaction > Picking > Sales Order Picking Transaction > Picking > Transfer Order Picking Select Order to Pick The first step in the picking process is identifying what order or pick ticket you want to pick. The screen, procedure, and rules are the same as described in the Bin/Item section above. Select Tag to Pick After you ve established what transaction you re picking, the scanner begins to guide you through the warehouse to perform your pick. However, you are not directed to pick a specific tag. Instead, you are given all the item information necessary for the pick and left to choose the appropriate tag

180 Walkthroughs Your next step depends on the tag you enter: If your selected tag contains a quantity equal to or smaller than the pick quantity, the system assumes you want to take the whole tag and treats the pick like a content move. Go to the Confirm Move step. If your selected tag contains a quantity greater than the pick quantity, the system assumes you want to split the tag, and treats the pick as a partial move. Go to the Split Tag step. Important! Though the system makes assumptions regarding the kind of pick you are performing based on the available quantities of the selected tag, you can manually shift between pick types by pressing F4 on the tag screens. Confirm Move If you select a tag that contains an item quantity equal to or less than your pick quantity, the system assumes you want to take the whole tag. The only thing you have to do for this step is confirm the pick. The system defaults all the other information from prior screens or the pick ticket. Split Tag If you select a tag with a greater quantity than your pick quantity, the assumes you want to take a quantity of item off an existing tag and move it to another one you generate for this pick. There are a few more variables with this kind of pick, and thus the system can default less information. Define the package type and item quantity for the tags you are creating; your pick quantity is automatically set to the remaining open pick quantity for the order. Once you define the parameters for the new tags, the system asks you to enter the tags (presumably as you apply the newly printed tags to the split quantities)

181 Walkthroughs You must scan each new tag created in this step. Split and Consolidate Tag Rather than splitting a tag and moving the quantity to a new tag, you can move the split quantity to an existing tag that contains other product. For example, this existing tag could be a crate going to the customer that has boxes of different product. Note: Unlike the Confirm Move and Split Tag steps described above, WWMS does not present this option by default. You must manually select it by pressing F4 after scanning a tag. Performing a split and consolidate pick is similar to performing a split pick. The difference is that instead of printing, applying, and scanning new tags after splitting inventory from the original, you need only scan the consolidation tag. Deposit Pick Depositing tagged picks is the same as depositing lot/bin picks. However, in addition to scanning a deposit bin, you can also define deposit containers and platforms as well. Adjusting Tag Quantities On the Fly This procedure is used in the same situations as those described in the Bin/Item section above, except it deals with adjusting tag quantities instead of bin quantities. These instructions assume that you perform all the standard picking procedures such as making a confirmation scan of the tag you are directed to pick. This process begins only after you discover that there is a different quantity on the tag than the amount available according to the system. Adjust Parent Tag If performing a split or content pick, you must perform this additional step. If performing a move pick, skip this section. Before performing a split or content pick with an inventory adjustment, you must adjust the parent tag. To do this, press Shift + F4 in the split or consolidation pick screen. This brings up an adjustment screen

182 Walkthroughs Enter the new tag quantity on hand, then proceed with the instructions listed below. Establish Adjustment When you enter a quantity to pick that differs from the pick quantity, the system asks if you want to adjust the tag quantity. Yes - the system reduces the quantity available on the tag the amount you picked and treats the pick as a content move. No - the system leaves the quantity on hand for the tag alone and treats the pick as a split pick. Notes: This option does not perform a tag adjustment. If you select this option after entering a pick quantity that's greater than the listed available quantity, you're given an error message that states the tag quantity does not meet your entered pick quantity and will not let you proceed. Adjust Pick/Ship Quantities You're now asked if you want to over/undership the order. Your answer determines the rest of the process: Yes - the system marks the line as under/overshipped, adjusts the tag quantity, and changes nothing else. No - the system adjusts the tag quantity and then attempts to adjust the pick to meet its original quantities. Thus, if you adjusted a tag's contents down, it tries to find additional quantities elsewhere to make up the shortfall. If you adjusted a tag's contents up, it reduces the pick amounts from other tags. i. Are there tags with the same item and lot in the same bin that have

183 Walkthroughs available inventory? ii. Are there tags with the same items and same lot in other bins that have available inventory? iii. Are there tags with the same item but different lots in the same bin with available inventory? iv. Are there tags with the same item but different lots in different bins that have available inventory? v. If all of the above options fail to produce further pick quantities, the system marks the line under/overshipped and moves to the next required item/bin/lot pick. Note: Because the system might suggest picking items of different lots in order to make up for short picks, it does not give an error message if a single line has multiple lots in it. Picking Production Orders and Secondary Process Orders Navigation Paths: Transaction > Picking > Production Order Picking Transaction > Picking > Secondary Process Picking As far as the picking process is concerned, picking material for these kinds of transactions is no different from picking for sales orders and transfers. While you do different things with the inventory once you collect it, the act of taking the required material from the shelves is identical. For example, in a production order, the system directs you to pick all the components for the order according to the production order pick ticket. Just like a sales order, you're guided to the appropriate bins and shown what lots, serial numbers, or tags to take. However, in this case, your deposit bin is a work station instead of a shipping staging area. From here, someone collects the components and uses them to complete the production order. In the case of a secondary process, you receive instructions to collect raw material from specific bins in the warehouse according to the pick ticket. Like the production order, the deposit bin is a work station from which the material is collected and processed. After processing, the material can re-enter the system either as stock to be returned to the shelf or as something to be picked for a sales order. Either function can be handled through WWMS, using putaway or picking functions, respectively. Please see the sections on picking a bin/item and tag order for information on the screens, function keys, and workflows of this process

184 Walkthroughs Overpicking Secondary Processing and Production Orders Overpicking for secondary processing and production orders have ramifications in later parts of these transactions that don't occur for sales and transfer orders. They are described below. Production Orders When you overpick a line on a production order, the system uses the increased pick quantity as the quantity requested, picked, and confirmed. However, it does not automatically increase the production amount, meaning that unless you manually increase the quantity used in the Used Components tab in Production Order Processing, the system cancels the overage from the production order when the process is complete. Secondary Process Orders Unlike production orders, when you overpick a line on a secondary process, the system does increase the order quantity to match the new, increased pick quantity. This means that it will not cancel the overage, but process it. Creating a Group Pick Ticket (Group Pick Ticket Maintenance) Navigation Path: Setup > Wireless Warehouse Management > Maintenance > Group Picking List Maintenance The Group Pick Ticket Maintenance window provides the most control in creating your group pick ticket. This method automates none of the process, making it the most involved way to do it, but the trade off is that you can manage the group pick ticket's contents to the greatest degree this way. Create Ticket Header The first step to creating a group ticket is to make the frame into which you'll slot order pick tickets. To do this, define the company and location where you'll perform the pick. The system will automatically generate a number for the group pick ticket when you save the record, so you only need to provide one if you want to edit an existing group pick ticket

185 Walkthroughs Add Pick Tickets Once you've created the header data for a group pick ticket, you must add the pick tickets. Do this in the Group Pick Ticket Detail tab, found in the window footer. Here, enter the pick ticket number of a pick ticket you want to add. As soon as you enter a valid number and press Enter the system displays transaction information linked to the ticket. The Pick Ticket Number field is searchable, meaning that you can browse a popup that displays all currently open pick tickets and choose to add them from this list. You can press Enter until you create a new, blank line where you can enter another pick ticket number. There is no limit to the number of pick tickets that can be in a group pick ticket. If you add a ticket in error and want to remove it, open the RMB menu on the line in question and select Delete. A pick ticket can only belong to one group pick ticket at a time. If you attempt to add a pick ticket that s already part of a group ticket to another group ticket, the system warns you the pick ticket already resides on a group ticket and refuses to add it to the new ticket. When you have added all the tickets required, save the record. Upon a successful save, the system will create the group pick ticket. Creating a Group Pick Ticket (Transfer Pick Ticket Maintenance) Navigation Path: Setup > Wireless Warehouse Management > Maintenance > Group Transfer List Maintenance What Group Pick Ticket Maintenance does for sales order group pick tickets, Transfer Pick Ticket Maintenance does for transfer order group pick tickets, complete with all the hands-on handling of the process and the control over contents that this manual process offers

186 Walkthroughs The steps are the same in this process as they are in creating a sales order group pick ticket; the only difference is that you perform the process in a different window. See Creating a Group Pick Ticket (Group Pick Ticket Maintenance) on page 184. Creating a Group Pick Ticket (Print Pick Tickets) Navigation Path: Orders > Order Processing > Reports > Pick Tickets You can create a group pick ticket from the Print Ticket Report window. Enter the criteria just as you would if printing a batch of pick tickets, but enable the Create Group PT checkbox before saving the window. This prompts the system to create a group pick ticket from all of the pick tickets that meet the specified criteria

187 Walkthroughs Creating a Group Pick Ticket (Print Transfer Forms) Navigation Path: Inventory > Inventory > Reports > Transfers Creating a group pick ticket in this window is a largely automated process that is very similar to printing reports. Enter the criteria as if you were printing a range of transfer forms, then activate the Create Group Transfer checkbox. When you save the window, the system creates a group pick ticket out of all the transfer orders that fall within your specified criteria. Creating a Group Pick Ticket (WWMS) Creating a group pick ticket directly from the scanning device is a quick process that takes place all on one screen. You enter (or search for) the pick tickets you want to combine, enter them on a list, and save the screen. The system creates the group pick ticket on a successful save and makes the resulting group pick ticket available for picking immediately. The processes and function keys are the same for creating a sales order or transfer order group pick ticket, but each transaction type has its own screen

188 Walkthroughs Sales Orders Navigation Path: Transaction > Picking > Group Pick Ticket Maintenance Transfer Orders Navigation Path: Transaction > Picking > Group Transfer Maintenance Function Keys Function keys are the same for both sales order and transfer order windows. Field: Command Description: F3 F8 Delete Current Pick Ticket From Group Delete Entire Pick Ticket Group Removes the pick ticket you have the focus on from the pick ticket group. Clears the entire list of pick ticket

189 Walkthroughs Field: Command Description: F9 Save Saves the group pick ticket. All pick tickets in this group are broken down and reassembled line-by-line into an organized list, and the system assigns this compiled pick list its own group pick ticket number. Picking a Group Pick Ticket Navigation Path: Transaction > Picking > Group Pick Ticket Picking Transaction > Picking > Group Transfer Picking Select Group Pick Ticket Once you ve created the group pick ticket, you can use it to begin picking the orders or transfers. Picking a group pick ticket is very similar to picking a regular pick ticket. Instead of entering a pick ticket or order number, you enter the group pick ticket or group transfer number. This loads the compiled list of pick lines into the scanner. You can limit the pick by zone, and thus split the pick list among multiple pickers. Important! If you do not enter a pick zone, one person must pick the entire group pick ticket, or that person must logout of the ticket in order for someone else to begin. The system does not allow two people to pick the same group pick ticket simultaneously unless the pick is divided into zones. Once the pick ticket is assigned, the scanner leads you through your zone, directing you to pick items according to your established pick sequence. As you pick items, you place them in the picking bin, and when you are through picking all items go to consolidations bins, broken down by order. If you are picking both tagged and untagged items, you must deposit tagged items into this consolidation bin first. Note: In cases where you have multiple orders with the same item in the same bin, the scanner will direct you to pick each line individually. At this time, the scanner does not sum together these item lines and direct you to pick the entire quantity at once. For example, if you have two different pick lines for Drill381 from bin A 100, one for 10 and one for 5, you must pick 10 for the first line, enter it in the scanner, and then pick another 5 when the scanner presents the second line. You cannot pick 15 in one shot and enter this quantity to satisfy both lines

190 Walkthroughs When depositing picked items to a consolidation bin, the system suggests and requests confirmation of that bin just like a normal pick or putaway process. Each order must have its own consolidation bin, and you will be required to scan each bin when prompted. Once the last item for each order is deposited, the scanner prompts you with a message telling you the pick is complete and deletes the group pick ticket. Define Picking Tag (Tags Only) When you pick a tagged item, you place that item on your picking tag. Each order on the group pick ticket must be assigned its own picking tag that it shares with no other order. By the end of the picking session, your picking tags contains all the tagged items you ve picked, already assigned to their proper orders. A picking tag can be either a preprinted tag, or one that you create for the pick. Define Picking Bin (Bin/Item Only) Once you have completed your first pick for an order, you must define the bin you are picking the product to. This picking bin is where you place all the picked items for this group pick ticket, and is often a tote bag or other portable container that you can take with you as you move through the racks Once you define this bin, subsequent lines on the pick ticket suggest the same bin. Note: This screen does not appear if all items on a group pick use tags

191 Walkthroughs Pick Items At this point, the process becomes identical to picking a single order pick ticket. The system displays an item and asks you to verify that you're at the right bin. You select an item or tag, scan it, pick the specified quantity, and move to the next item. Deposit Items in Consolidation Bins When you have completed your pick, you must deposit the inventory into bins. Do this the same as you would for a single order pick, however, each order on the group pick ticket must receive its own deposit bin that it does not share with any of the other transaction on the ticket. Once you make a deposit to a consolidation bin, the system will recommend that same bin for all other items on the same order. You are free to designate another bin, however. For example, the first consolidation bin might fill up, requiring you to use another. If you picked both tagged and non-tagged items, you must deposit all tagged items first. Deposit Items onto Pallet The other option you have when depositing material from a group pick is to place it on a pallet. In this case, you can put the material in the same place; you do not need to specify a separate consolidation bin for each pick ticket in the group ticket. However, material can only share a pallet if it is all headed for the same location. Additionally, some pallets only allow material from one kind of transaction. See Pallets on page 147 for more information. Function Keys The F-Key commands are identical to those found in the regular pick process; see Function Keys on page 174. However, the F8 What s Left command brings up a different screen

192 Walkthroughs This screen still shows you what remains in your pick, but is tailored to a group pick ticket instead. Activating a Workbench Navigation Path: Setup > Wireless Warehouse > Maintenance > Workbench When you first call up a workbench, it is inactive. Before you can begin using it, you must activate it. Do this by setting the Row Status Flag drop down menu to Active. Once activated, the workbench immediately runs its assigned query and displays all the pick tickets it picks up in the Bench tab. Scanning for Tickets Navigation Path: Setup > Wireless Warehouse > Maintenance > Workbench The workbench scans the system database once upon being activated, and displays all the tickets it picked up on the Bench tab

193 Walkthroughs Tickets are automatically sorted according to their weight (see Order Priority on page 166 for more information on ticket weight). You may then assign the tickets to your pickers, or have the system do that for you (see Assigning Pick Tickets on page 195). The workbench does not automatically pick up new tickets that enter the system; it only does so when it scans the database by running its assigned query, and it is not continually running this query. In order to update your list of pick tickets, you must periodically repeat the scan. It is important to note, however, that there are two aspects to a scan: updating the database and updating the screen. These two do not happen in concert. This means that while the workbench might update its pick ticket list, the list displayed on screen will not update to match until you prompt it to do so. This prevents automatic updates from altering the data on screen while you are in the middle of managing the displayed pick tickets. What does automatically update are the two fields at the top of the Bench tab: New Ticket Count and New Priority Ticket Count. These two fields show the number of new tickets picked up by the bench since you last refreshed the screen. Note: When you rescan the system, the workbench inserts any new pick tickets picked up into the current list according to priority. Thus a front counter order picked up on your third scan would be placed close to the top of the list, even though you already have a list of pick tickets from prior scans. If two pick tickets have equal weight, the one picked up earlier goes first. Perform a Manual Scan Prompting the workbench to run its query is as simple as using the RMB. Selecting the option Refresh Workbench causes the workbench to run the query again

194 Walkthroughs Important! Prompting the query in this manner also refreshes the screen; all new pick tickets picked up in this scan will appear on your list. Perform an Automatic Scan You can also set the workbench to automatically run its query at regular intervals. Do this in the Criteria tab. The bench will automatically run its query after every interval of time you enter in the Workbench Refresh field. Screen Refresh As stated above, when the system automatically scans for new pick tickets, it will assign tickets to a bench, but these new tickets will not automatically appear on your screen. To do that, you need to refresh your screen. Do this by pressing the Refresh button in the Bench tab. To help you keep track of when you last refreshed your workbench screen, the Bench tab displays the time and date stamp of the last scan, letting you know at a glance how long it s been since you refreshed your screen. Remember, the Refresh button does not prompt the system to scan for pick tickets. Its purpose is to resynch the screen with the database

195 Walkthroughs Assigning Pick Tickets Navigation Path: Setup > Wireless Warehouse > Maintenance > Workbench You can push pick tickets from the bench to individual pickers manually, or set the bench to do so automatically. Manual Assignment To move a ticket from the workbench to a picker, you need only drag and drop a ticket from the unassigned list to the picker s name. Reordering Picker Ticket Queue When you manually assign a pick ticket to a picker, the workbench adds the new ticket to the bottom of the picker s queue. However, you can manually adjust this as well by clicking the picker s name. This lets you see the picker s queue in the bottom pane of the window. From there, you can drag and drop the listed pick tickets into the desired order. These changes apply instantly to the picker s queue; there is no need to save. Note: You cannot move a ticket that has begun picking. Auto Assignment You can set a workbench to function autonomously. As a general rule, those with the fewest pick tickets in queue get new tickets first, but for more information on the specific parameters you can establish for this function, see Set Auto-Assign Transactions Parameters on page 219. When a Picker Logs Off When a picker logs off your bench, the system highlights his line to let you know he s become inactive. The bench maintains the picker s queue unless you reassign his tickets. If you keep them in the inactive picker s queue, they will be there when he logs back onto the bench, at which point the bench will immediately begin feeding him the tickets again

196 Walkthroughs Reassigning Pick Tickets Navigation Path: Setup > System Setup > System > System Settings > Wireless Warehouse > General Re-assigning a pick ticket is the act of taking a pick ticket from one workbench and placing it onto another. This is different from dropping a ticket, which places it back into the pool of unassigned tickets. Dropping the ticket doesn t guarantee that it will be picked up by a different bench, and in fact you may wind up picking up the ticket again when you run a query against the pool. Requirements You can only move a ticket if it: Resides on your workbench Is in the unassigned batch OR is assigned to a picker but is not currently being picked Move the Ticket Select the ticket to move and open the RMB menu and select Re-assign. If you try to move tickets to an inactive workbench, the system displays a warning that tells you no ticket you assign to this bench will be worked on until it goes active. You can, however, continue the process after acknowledging the message. Note: Assigning tickets to an inactive bench is a good way to transition shifts, clearing your bench and setting up the bench for the person about to come on. Reassigned tickets are treated like any other once they arrive at their new workbench; the new bench automatically assigns them based on order priority and sort sequence when you refresh your ticket list. Tickets can only be pushed from one bench to another. You cannot take a ticket from another bench; it must be given to you by the bench in possession of the ticket. Accessing a Workbench from a Scanner Navigation Path: Transaction > Picking > Wireless Workbench If you are not assigned to a workbench, you have access to any printed pick ticket not already being picked. You need only log into the appropriate picking window and enter a pick ticket number in order to access it. Using this method, however, you can only pick one kind of pick ticket at a time. This changes when you are assigned to a workbench. Rather than searching out pick tickets yourself, the workbench provides you with a queue of tickets for you to pick, and unlike non-bench picking, this queue might contain all kinds of pick tickets. In working through your queue you might pick a sales order, a transfer, and two production orders

197 Walkthroughs The picking process remains unchanged. The system still directs you from line to line on the pick ticket and asks you to verify the bin, item, and quantity you pick as described in Order Picking (Bin/Item) on page 172 or Order Picking (Tags) on page 179. Log on to a Bench In order to receive pick tickets from a workbench, you must be logged onto the bench. Note: In order to log into a bench, you must first be assigned to it. The workbench manager is responsible for assigning pickers to the workbench. See Assign Pickers on page 221 for more information. When you first login, the system briefly displays the queue of tickets assigned to you before bringing up the first one to pick. View the Queue While you remain logged into a workbench, it will continue to feed you pick tickets from your queue. As soon as you complete one, the next appears. However, if at any time you want to see a list of the tickets in your queue, you can press F1 in order to back out of your current pick and see the queue. The queue displays all the pick tickets assigned to you in the order that they should be picked. For each line, the scanner displays the pick ticket number and the type of pick ticket (order, transfer, etc.). Press [Enter] to return to your pick. Note: The queue summary is an informational tool only; you cannot use it to select which pick ticket to pick next. The workbench prioritizes and assigns tickets using specific criteria, meaning that the order in which tickets appear in your queue is deliberate. You can use this tool to get a sense of what s left, but you cannot use it to reorder the tickets. Log off a Bench Your pick ticket queue does not need to be empty in order to log out of a workbench. In order to leave the bench, either for a break or for the end of the day, all you need to do is press F1 while in the queue summary. In other words, pressing F1 twice in a row logs you out of the workbench

198 Walkthroughs Logging off of a workbench does not clear your queue. If the workbench manager does not reassign your tickets before you log back into the bench, they will be there waiting for you. Picking a Priority Pick Navigation Path: Transaction > Picking > Wireless Workbench A priority pick is one that needs to be completed immediately. These are pick tickets for front counter and will call orders. As soon as you are assigned a priority pick, the scanner notifies you with a beep and an icon at the top of the screen. Clicking this icon opens up a separate pick screen that already contains the priority pick ticket s information. Your current pick is placed on hold; you then pick the priority ticket just as you would a normal one. If you receive another priority ticket while already picking one, the scanner will beep again, but allow you to complete the first priority pick. Once it is done, the system displays the next priority pick in the same window. Once all priority picks are complete and deposited, the scanner closes the priority pick window and returns you to the pick ticket on pause. Performing a Cross Dock Pick Navigation Path: Transaction > Receiving > Cross Dock Set Selection Method The selection method determines how the system to analyzes recent receipts for material matching pick tickets. You can choose to run the scan by receipt transaction or by receipt bin. Once you ve made your selection, press either Enter or F

199 Walkthroughs Select Receipts If you assemble an available item list from receipt records, you need to specify what receipts you want to analyze. First select a transaction type (PO or transfer), and then enter the transaction number of the receipt. Note: You must specify the transaction type before entering a number here, since a purchase order receipt and a transfer receipt might share the same transaction number. You can enter more than one receipt here. Create new lines by pressing Enter and repeating the process described above until you've included all the receipts you want analyzed. Remember, this is a list, not a range, so every transaction you want the system to use must appear here. Once you ve entered all the receipts you want to use, F3 to move to the next screen. Select Bin If you assemble an available item list from receipt bins, you need to specify what bins you want to analyze. Enter the bin IDs, pressing Enter after each one to get a new line. Remember, this is a list, not a range, so every bin you want the system to use must appear here. Once you ve entered all the bins you want to use, press F3. Select Pick Orders Once you've established where the system should search for inventory, it's time to create a list of orders you want to fill. Unlike defining scan lists for receipts or bins, you define pick orders using ranges

200 Walkthroughs Once you ve entered all the criteria you want to use, press Enter or F3 to initiate the search. Create Pick Tickets Before picking any inventory, you must create pick tickets. Pick tickets created as part of a cross dock pick may not completely fill an order or a line item, and will only direct you to pick from bins or receipt quantities included in the first part of this process. You have several options available to determine how the system arranges the pick lists into tickets, including if they are bundled into group pick tickets (see Group Order Picking on page 164 for more information) and if so how large they will be, as well as several sort options and if to include will call orders. Once you ve set all the criteria for the pick tickets, press Enter or F3 to generate the pick tickets. From here, you pick the material like any other order. See Order Picking (Bin/Item) on page 172 and Picking a Group Pick Ticket on page 189 for more information on picking. Function Keys In addition to the F-keys shared by all areas of WWMS, you may use the F3 key as the Enter key, accepting the entered values and advancing to the next screen

201 Walkthroughs Creating a Pull List (Pull List Maintenance) Navigation Path: Setup > Wireless Warehouse Management > Maintenance > Pull List Maintenance Creating a pull list in Pull List Maintenance is the most work intensive way to create a list, but it also provides the most fine control of the list's contents. Create List Header The first step to creating a pull list is to make the frame into which you'll slot pick tickets. To do this, define the company and location where you'll perform the pick. The system will automatically generate a number for the pull list when you save the record, so you only need to provide one if you want to edit an existing group pull list. Add Pick Tickets Once you've created the header data for a pull list, you must add the pick tickets. Do this in the Pull List Detail tab, found in the window footer. Here, enter the pick ticket number of a pick ticket you want to add. As soon as you enter a valid number and press Enter the system displays transaction information linked to the ticket. The Pick Ticket Number field is searchable, meaning that you can browse a popup that displays all currently open pick tickets and choose to add them from this list. You can press Enter until you create a new, blank line where you can enter another pick ticket number. There is no limit to the number of pick tickets that can be in a pull list. If you add a ticket in error and want to remove it, open the RMB menu on the line in question and select Delete

202 Walkthroughs A pick ticket can only belong to one pull list at a time. If you attempt to add a pick ticket that s already part of a pull list to another pull list, the system warns you the pick ticket already resides on a pull list and refuses to add it to the new list. When you have added all the tickets required, save the record. Upon a successful save, the system will create the pull list. Creating a Pull List (Pick Ticket Report) Navigation Path: Orders > Order Entry > Reports > Pick Tickets You can also generate pull lists with the Pick Ticket Report. When you activate the Pull to Pick List checkbox, the report compiles all the pick tickets in the range you specify into a single pull list, summing the line item quantities as described above. One option you have when generating pull lists this way, as opposed to using the handheld unit, is searching for pick tickets based on route code. For example, you could search for pick tickets tied to orders that all use the UPS RED route code, and combine them into a single pull list. You can access the resulting pull list from handheld devices, and it is ready to be used the moment it is created. However, you can also edit the pull list, adding or removing pick tickets, until the pull process actually begins

203 Walkthroughs Important! You must allow the system time to compile a pull list. Multiple pick tickets with several lines apiece could take a short while to process, and if you rush the process you ll wind up with one pull list for each pick ticket, effectively negating the benefits of this process. Creating a Pull List (WWMS) Navigation Path: Transaction > Pull to Pick > Pull List Maintenance Creating a pull list directly from the scanning device is a quick process that takes place all on one screen. You enter (or search for) the pick tickets you want to combine, enter them on a list, and save the screen. The system creates the pull list on a successful save and makes the resulting list available for picking immediately upon processing it. Function Keys The function keys perform the following tasks in this window: Key: Command: Description: F3 Exit Pressing this key exits the current pull list. When you exit with this key the system assigns a number to the pull list, allowing you to return to it later. Though the system saves the list, it does not treat the list as accepted, meaning you can edit it further, but cannot use it in any transactions. F4 Accept This key saves the pull list and makes it available for use. You cannot edit a pull list after you accept it, but you may still delete it. F5 F8 Delete Current Pick Ticket Delete Pull List If you have your curser in a pick ticket field when you press this key, the system removes that pick ticket from the pull list. Deletes the entire pull list

204 Walkthroughs Pulling Orders Navigation Path: Transaction > Pull to Pick > Pull Orders Pulling orders puts pull lists to use. The process works very much like picking, with the system guiding you through the warehouse racks, directing you to pull item quantities or tags, and ultimately showing you where to deposit them. Like in picking, the system specifies the particular tag, or item/lot combo to pick, as well as the bin from which you should pick and to which to deposit. However, unlike picking, you never break packages or split tags when pulling inventory for pull lists. You take the entire thing to the weigh station and worry about splitting quantities there. Define Pull List The first step in the pull to pick process is identifying what pull list you want to use. If you use pick zones in your warehouse, you can also enter a zone here. This prompts the system to provide information on the items for this list that reside in the chosen zone only. Using this method, you could assign different portions of the pull list to multiple pickers at the same time, and consolidate the individual portions at the weigh station. Defining zones is optional. You do not have to enter a value here even if you use pick zones. Pull Items The system now sends you out into the warehouse to pull quantities for the pull list. This is very similar to picking pick tickets, in that the system arranges the order of the list to make the most sense for the warehouse layout and allows you to update quantities on the fly if you find an inventory level discrepancy. However, because you are not actually picking for orders when you pull quantities, but are gathering inventory for a pick, you handle packages differently. If you cannot pull the exact quantity without breaking packages, you should pull a number of packages required to satisfy the pull; extra quantities can be returned to the warehouse after the orders are picked

205 Walkthroughs Deposit Pulled Inventory You reach this step when one of two things happen: 1. You press the F3 key while on the Pull Orders screen. 2. You pull the last line on a pull list. In this case, the system automatically brings you to this screen without the need to press any keys. Note: If you are pulling by zone, the system brings you to the Deposit screen as soon as you ve pulled all items in your assigned zone, even if there are items remaining on the pull list in other zones. Depositing pulled inventory is nearly identical to depositing picked inventory. The difference lies not in the process, but in the destination. When depositing pulled quantities, you must deposit them at weigh stations; the system will not accept any other kind of bin. Scanning a deposit bin accepts the deposit and automatically brings you to the next item or tag on the list. Scanning a bin for the last item completes the deposit automatically and brings you back to a blank Pull Orders screen. Function Keys The function keys perform the following tasks in this window: Key: Command: Description: F3 Deposit You may choose to deposit the currently pulled quantities at any time by pressing F3. The system does not require you to deposit any pulled items or tags until the pull list is complete, or until you attempt to leave the Pull Orders window or change pull lists

206 Walkthroughs Key: Command: Description: Shift + F3 Pull Any Tag This function key allows you to pull something other than what was allocated to the orders, substituting a different tag for the one suggested by the system. Normally, the system requires you pull the tag it displays, and will not allow you to continue pulling the item until you confirm you have selected the tag it has selected. However, if you press this function key, you can scan any other tag at your location and pull it instead of the one suggested by the system. This new tag can be anything in your warehouse, provided it meets a few prerequisites: 1. The tag must contain the same item as the tag suggested by the system. If you attempt to pull a tag that does not contain the same item as the one you are pulling, the system will display an error message telling you the items do not match. 2. The tag must have unallocated quantities of the item available for pulling. If you attempt to pull a tag that s already fully allocated, the system will display an error message telling you the items are allocated already. 3. The tag cannot be in a pick locked or quarantined bin. If you attempt to pull from a pick locked or quarantined bin, the system will display an error message telling you no items may be pulled from this bin. If you use this function and completely pull the required quantity, the system considers the line complete and moves you to the next one. If you pull a partial quantity using this function, the system returns to the originally recommended tag, but reduces the quantity to pull by the amount you took from the alternate tag. If you wish to pull a tag other than the one suggested by the system, you must press Shift + F3 again. Shift + F4 Deposit All When on the Deposit screen, Shift + F4 sets the system to deposit all lines and tags in a receipt to a single bin all at once. When you press this key on the Deposit screen, the Item ID and Item Description (or Tag Number, if you re using tags) fields display All, and the system will deposit all lines or tags on the pull list to the same bin. Pressing this key a second time changes the deposit method back to the line-by-line method, meaning you must confirm the destination bin for each line or tag in the pull list, even if they are all going to the same place

207 Walkthroughs Key: Command: Description: F5 Skip By pressing F5, you can skip an item that may not be sensible to pull at that point of the process. This could be because the next item to pull is heavy and may damage this item, or it could just be farther away than another item on the list. F6 Pull Exception This function skips the current line item, pushing it to the bottom of the list, and continue pulling with the next allocation. The system returns to the skipped allocation after all other pulls are completed. By pressing F6, you can skip an item during pulling. This is similar to the Skip Pull function, but with Pull Exception you are telling the system that you do not want to return later to pull the item. You might use this function for cases when you get to a bin and the stock is not there or is damaged, for example. This function pick marks the bin as unpickable, cancels the allocation for all orders for that bin, and automatically reallocates all transactions so they don t use that bin. The system then suggests a different bin for the same item and you can continue pulling as normal. F8 What s Left Pressing F8 tells you what s left to pull on a pull list. This can be used, for example, if your box is getting full and you want to see what's left to pick so that you can tell if you can fit it all or want to start a new container. When you select this function, the Pull Status screen opens, with the remaining lines displayed. When leaving this screen (F1 - Exit), you return to the pull list. Picking from Pulled Inventory Navigation Path: Transaction > Pull to Pick > Pick Orders Once you ve assembled the pulled material at a weigh station, you fulfill the individual orders that made up the pull list. This process is almost identical to the normal picking process, and uses most of the same screens as well. However, instead of moving through the warehouse racks, you pick from the accumulated material at the weigh station, taking everything you need directly from this area. Verify Tag The one major difference between picking from pulled inventory and pulling from warehouse racks is in the very beginning of the pick process. Normal picking begins with moving to a particular bin where the inventory is held, and the system often asks for confirmation that you are at the correct bin. But when pulling to pick, allocations shift from the bin to the item or tag (see Hard Allocation on page 170). Thus, when you begin the pick process you don t need to confirm the bin, but the tag. You do this in the Tag screen

208 Walkthroughs Scan the tag you want to pick. Should you scan a tag that has no order allocations associated with it, the system advises you of this, tells you to scan a different tag, and clears this field. Pick Orders The rest of the picking process goes exactly as described in Order Picking (Tags) on page 179, including what the function keys do. There are only a few differences between picking from pulled inventory and regular picking: You must use a split pick when picking inventory. The system does not allow you to perform any other sort of pick. You must deposit each picked item immediately upon picking it. Picked items can only be placed in bins marked as consolidation bins. Consolidating Pulled Picks Navigation Path: Transaction > Pull to Pick > Consolidation As part of the pick process for pulled orders, you deposit picked quantities into consolidation bins. However, because you can divide pull lists into warehouse zones, it is possible that the line items for an order lie in several deposit bins at the end of the pick process. This is where consolidation comes in. Consolidation gathers all the individually picked items and places them together with other items on the same order for packaging and shipping. Select Tag The first step in consolidating an order is to select a tag. Once you scan a tag, the system automatically accesses the order information associated with it, including the other line items that make up the order

209 Walkthroughs Deposit Tag Like picking from pulled inventory, once you have an item, you must deposit it. Scan a consolidation bin and press F3. If this is the first tag you've picked as part of the consolidation process, the system makes no bin recommendation. Once you deposit the first item, however, the system automatically displays the next line item on the order, and prompts you to deposit it in the same bin as the first. This process continues until you've picked and deposited all the order's lines. When you scan the last item on the order, the system informs you there are no more lines, and displays the bin where you placed the other items, but allows you to make the final deposit in any bin. This bin does not have to be a consolidation bin. The idea is that you can gather the items you consolidated and place them in whatever bin is most appropriate for shipping. When you've made the last deposit, press F9. Return Pulled Inventory When you have completed all picks and have no further need for the pulled inventory, you may return it to the warehouse racks by using the group tag putaway procedure described in Putting Away Items (Group Putaway) on page 74. Note: You may not be able to simply return the pulled inventory to the place from which you took it because you are returning a different quantity than the one you took. Because the group tag putaway procedure makes placement suggestions that maximize your use of available space, the system might find a better place for this reduced quantity than its original location

210 Quick Steps Quick Steps This section contains stripped down instructions for the various tasks discussed in the Walkthroughs segment. Picking a Bin/Item Order Start In: Transaction > Picking > Sales Order Picking OR Transfer Order Picking Enter order and pick ticket number and press Enter Find the bin the system displays, scan it, and press Enter Find the item the system displays, scan it, and press Enter Enter the pick quantity and press Enter After you pick the last item, press F3 Scan the deposit bin and press F3 to deposit one item, or F4 to deposit them all Adjusting Bin Quantities On the Fly Start In: The picking procedure step in which you define a pick quantity different from the one recommended by the system Enter the pick quantity and press Enter Answer Yes when asked if you want to adjust the bin quantity Decide if you want to under/overship the item Go To: Picking a Bin/Item Order, picking up on the next item in the pick list Picking an Order with Tags Start In: Transaction > Picking > Sales Order Picking OR Transfer Order Picking Enter order and pick ticket number and press Enter Find the bin the system displays Pick a tag that contains the item shown, scan it, and press Enter Content Move: Confirm the tag by pressing Enter Split Pick: Enter the pick quantity and create the new tags Split and Consolidate Pick: Enter the pick quantity, scan the consolidation tag, and press Enter Press F3 after picking the last item Scan the deposit tag/bin and press F3 to deposit one item, or F4 to deposit them all Adjusting Tag Quantities On the Fly This procedure has two possible steps. The first is for split and consolidation picks only

211 Quick Steps Adjust Parent Tag Start In: Split or Consolidation Pick screen Press Shift + F4 Enter a new quantity on hand for the parent tag and press Enter Go To: Adjusting Tag Quantities Adjusting Tag Quantities Start In: The picking procedure step in which you define a pick quantity different from the one recommended by the system Enter the pick quantity and press Enter Answer Yes when asked if you want to adjust the tag quantity Decide if you want to under/overship the item Go To: Picking an Order with Tags, picking up on the next item in the pick list Creating a Group Pick Ticket There are a number of ways and places to create group pick tickets. Each appears in its own section below. Group Pick Ticket Maintenance Start In: Setup > Wireless Warehouse Management > Maintenance > Group Picking List Maintenance Enter company and location of the pick Enter a sales order pick ticket number and press Enter Repeat until all tickets are added Save the ticket Go To: Picking a Group Pick Ticket on next page Transfer Pick Ticket Maintenance Start In: Setup > Wireless Warehouse Management > Maintenance > Group Transfer List Maintenance Enter company and location of the pick Enter a transfer order number and press Enter Repeat until all transfers are added Save the ticket Go To: Picking a Group Pick Ticket on next page

212 Quick Steps Print Pick Tickets Start In: Orders > Order Processing > Reports > Pick Tickets Enter all of the criteria of the print job to create the batch of included tickets Enable the Create Group PT checkbox Save the report The system creates a single group pick ticket of all sales order pick tickets that fall within the specified criteria. Go To: Picking a Group Pick Ticket below Print Transfer Forms Start In: Inventory > Inventory > Reports > Transfers Enter all of the criteria of the print job to create the batch of included transfers Enable the Create Group Transfer checkbox Save the report The system creates a single group pick ticket of all transfer orders that fall within the specified criteria. Go To: Picking a Group Pick Ticket below WWMS Start In: Transaction > Picking > Group Pick Ticket Maintenance OR Group Transfer Maintenance Enter a pick ticket or transfer order number and press Enter Repeat until all pick tickets/transfers are added Press F9 to create and save the group ticket Go To: Picking a Group Pick Ticket below Picking a Group Pick Ticket Start In: Transaction > Picking > Group Pick Ticket Picking OR Group Transfer Picking Enter the group pick ticket number and press Enter Tags: Enter the pick tag and press Enter Bin/Item: Enter the pick bin and press Enter Pick all items as per a normal pick When you've picked the last item, press F9 Scan the deposit bin for the first item and press F3 Repeat until all items are deposited; you must have at least one unique deposit bin for each transaction on the group ticket

213 Quick Steps Activating a Workbench Start In: Setup > Wireless Warehouse > Maintenance > Workbench Set the Row Status Flag to Active Go To: Assigning Pick Tickets Scanning for Tickets Manual Scan Start In: Setup > Wireless Warehouse > Maintenance > Workbench after the workbench is activated Open the RMB menu and select Refresh Workbench This retrieves new tickets and refreshes the ticket queue displayed. Go To: Assigning Pick Tickets Automatic Scan Start In: Setup > Wireless Warehouse > Maintenance > Workbench Enter a time interval in the Workbench Refresh field The bench automatically runs its query as often as specified here, but will not update the ticket queue displayed. Go To: Refresh Ticket Queue or Assigning Pick Tickets Refresh Ticket Queue Start In: Setup > Wireless Warehouse > Maintenance > Workbench after the workbench has performed an automatic scan Click the Refresh button The bench updates the queue displayed to match the most current ticket list. It does not scan on a refresh. Go To: Assigning Pick Tickets Assigning Pick Tickets Start In: Setup > Wireless Warehouse > Maintenance > Workbench You can push pick tickets from the bench to individual pickers manually, or set the bench to do so automatically. Auto assignment workbench settings are discussed in Set Auto-Assign Transactions

214 Quick Steps Parameters on page 219. Manual Assignment Drag a pick ticket from the unassigned list to a picker's name Manually Adjusting Picker Queues Click the picker's name Drag and drop the pick tickets in his queue to the order you want Reassigning Pick Tickets Start In: Setup > System Setup > System > System Settings > Wireless Warehouse > General Right-click on the ticket you want to move and select Re-assign. Select a workbench to receive the ticket Press Enter Accessing a Workbench from a Scanner There are several different tasks associated with accessing a workbench from a scanning device. Logging In Start In: Transaction > Picking > Wireless Workbench Enter the workbench ID Press Enter Viewing Your Queue Start In: Transaction > Picking > Wireless Workbench after you have logged in and the bench has assigned you picks Press F1 Press [Enter] to return to your pick Logging Off Start In: Transaction > Picking > Wireless Workbench after logging into a workbench Press F1 twice (or once if already in the queue summary)

215 Quick Steps Performing a Cross Dock Pick Start In: Transaction > Receiving > Cross Dock Choose to scan receipts or bins, then press Enter/F3 If Receipt: Select transaction type, enter transaction number, then press Enter If Bin: Enter bin ID, then press Enter Repeat until transaction or bin list is complete, then press F3 Enter criteria to search for sales orders ready to be picked, then press Enter/F3 Enter criteria for pick ticket creation, then press Enter/F3 Go To: Picking a Bin/Item Order on page 210, Picking an Order with Tags on page 210, or Picking a Group Pick Ticket on page 212 Creating a Pull List There are a number of ways and places to create pull lists. Each appears in its own section below. Pull List Maintenance Start In: Setup > Wireless Warehouse Management > Maintenance > Pull List Maintenance Enter company and location of the pull Enter a pick ticket number and press Enter Repeat until all tickets are added Save the list Go To: Pulling Orders on next page Pick Ticket Report Start In: Orders > Order Entry > Reports > Pick Tickets Enter all of the criteria of the print job to create the batch of included tickets Enable the Pick Ticket List checkbox Save the report The system creates a single pull list of all sales order pick tickets that fall within the specified criteria. Picking from Pulled Inventory on next page WWMS Start In: Transaction > Pull to Pick > Pull List Maintenance Enter a pick ticket number and press Enter Repeat until all pick tickets/transfers are added Press F9 to create and save the pull list

216 Quick Steps Picking from Pulled Inventory below Pulling Orders Start In: Transaction > Pull to Pick > Pull Orders Enter a pull list number and press Enter Find the bin specified and pull the tags necessary to fill the pull quantity; overpicking is okay Repeat until you pull the last item Scan the weigh station where you will deposit the tag shown and press F3 Repeat until all lines are deposited Go To: Picking from Pulled Inventory below Picking from Pulled Inventory Start In: Transaction > Pull to Pick > Pick Orders Enter the tag ID and press Enter Enter the pick quantity and create the new tags Press F3 after picking the last item Scan the deposit tag/bin and press F3 to deposit one item, or F4 to deposit them all Go To: Consolidating Pulled Picks below Consolidating Pulled Picks Start In: Transaction > Pull to Pick > Consolidation Scan a tag and press Enter Scan the tag/container/deposit bin and press F3 Repeat the process for the next displayed item When you deposit the last item, press F9 Go To: Putting Away a List on page

217 Setup Setup The following tasks set up the system specifically for use with the functions described in this section. Creating a Consolidation Bin Note: This procedure is only necessary for group order picking (see Group Order Picking on page 164). You can pick individual sales and transfer orders without this setup. Navigation Path: Inventory > Inventory > System > Location/Bin Maintenance You can only use a bin as a consolidation bin if it s been specifically marked as such in Prophet 21. The Bin Form View tab in Location/Bin Maintenance includes a checkbox for this. Enabling the Consolidation Bin checkbox allows you to deposit the items you pick as part of a group order pick in this bin. Remember, you will need one consolidation bin for each order on the group pick ticket. Items in a consolidation bin can be moved out of the bin using the inventory move process (see Inventory Movement on page 127), but you cannot allocate them. Consolidation bins may not be primary bins. You can only activate this checkbox in locations that have the WWMS functionality turned on

218 Setup Setting Up a Workbench Setting up a workbench is a multi-stage process that takes you to several different areas of the system. In addition to the procedures described below, you will also need to reference Creating Workbench Queries on page 221. Also, while not required, you can use order priorities to help automate the ordering of pick tickets on the bench; find that setup information in the sections Creating Priority Codes on page 224 and Assigning Priority Codes on page 227. Activate System Setting Navigation Path: Setup > System Setup > System > System Settings > Wireless Warehouse > General Before you can use the workbench, it must be enabled in your system. The master switch to this functionality appears in System Settings. In addition, if you enable the Prompt Picker at the End of Each Transaction setting, any picker assigned tickets from a workbench will receive a popup message notifying him that he has completed a pick ticket before the scanner presents the next ticket in the queue. Create Workbench Navigation Path: Setup > Wireless Warehouse > Maintenance > Workbench The basics of creating a workbench are the same as many other records in the system. You need to name it and place it within a company and location

219 Setup You must also assign a query to the workbench, which is the criteria it uses when scanning for pick tickets to pick up. For setup information on queries, see Creating Workbench Queries on page 221. When you save the record, Prophet 21 assigns an ID to it. All the other settings refine the bench's behavior, and are described in later steps. Set Auto-Assign Transactions Parameters When set to auto-assign transactions, the workbench regularly scans for new pick tickets, and then assigns them to its pickers, all without user intervention. In addition to deciding if the workbench should do this at all, you can set certain behavioral guidelines Auto Assign Setting: Max Orders Per User Description: This checkbox is the on/off switch for auto-assign. The bench will not assign any of its pickers more pick tickets than the number entered here. A picker might still have more pick tickets in queue than this (if he manually retrieves some on his own, for example), but as long as he has this number or more in queue, the bench will not automatically assign more to him

220 Setup Setting: Max Lines Per User Re-sort Picker Queue Description: The bench will not assign any of its pickers more line items than the number entered here. This helps balance the workload among the bench s pickers with an extra level of granularity. Thus even though a picker might only have a few pick tickets in his queue, and thus have room for more as per the Max Orders Per User setting, if those tickets all have long lists of line items the bench might still assign new tickets to other pickers. By default, the bench adds new tickets to the bottom of a picker s queue. However, if you enable this setting the bench re-sorts the entire pick ticket queue whenever it assigns more pick tickets. It performs this sort by whatever criteria you ve selected in the bottom pane of the Bench tab (see below). For example, a picker has three pick tickets in queue: two front counter orders and one UPS shipment. The bench assigns two more tickets: one front counter and one UPS shipment. By default, the two new tickets go to the bottom of the list. However, with this setting activated, the new front counter order is placed third (behind the two other front counter orders, since they are older), and the new UPS shipment goes to the bottom (again, because the other is older). Note: The workbench does not reshuffle pick tickets that are actively being picked. These always remains at the top of the list, since they are in use. Only those in queue are reordered. Set Group Picking Parameters When a workbench scans and picks up pick tickets, it ignores group pick tickets. However, you can set the workbench to create group pick tickets from the pick tickets it does pick up. You have less control over the contents of a group pick ticket this way, as the workbench will merge all unassigned tickets of the same type automatically, though the settings allow you to define limits to the workbench in creating these group tickets. Field: Create Groups Description: When you activate this setting, the workbench automatically merges every line from new pick tickets into a single group pick ticket, subject to the limits imposed by the following two fields

221 Setup Field: Max Orders Per Group Max Lines Per Group Description: No group pick ticket will contain more individual tickets than the number specified here. No group pick ticket will contain more lines than the number specified here. Important! This is the only way you can use group pick tickets with the workbench. A query ignores all group pick tickets created outside the workbench, and you cannot add them in any way. For more information on group pick tickets, see Group Order Picking on page 164. Assign Pickers Navigation Path: Setup > Wireless Warehouse > Maintenance > Workbench Once you ve created your workbench, you need to assign pickers to it. Do this in the Bench tab. The upper pane of this tab displays all the pickers assigned to the bench, as well as a line for unassigned pick tickets. To add a picker to your bench, press Enter until you create a new line. Enter the user name of the picker in this new field and save the bench. Note: A picker may be assigned to multiple benches, but can only be logged into one bench at a time. Removing a Picker To remove a picker from your workbench, right-click on the picker s row in the Bench tab and select Remove Warehouse User. Your workbench must be active in order to remove pickers. Creating Workbench Queries Navigation Path: Setup > Wireless Warehouse > Maintenance > Workbench Query Maintenance To pull a pick ticket onto a workbench, you run a query. The system scans all available pick tickets and moves any that meet the query s criteria to the bench. However, by assigning different queries to different workbenches, you can run multiple benches at once, each dedicated to a different span of criteria

222 Setup Name the Query Like many other records in the system, queries carry IDs and descriptions. You must give the query a name and at least a brief description, though the system also provides a field to list a more lengthy query description as well. Select Searched Transactions Queries can apply to multiple kinds of transactions, or be specific to just one. The first criteria you set for a query is which types of pick tickets it scans. Select them from the bank of checkboxes provided in the Form View tab in Workbench Query Maintenance. No matter what other criteria you assign to the query statement, it will only scan pick tickets from those transactions you enable here. By default, the system checks all checkboxes, keeping the scan wide. Assign Transaction Criteria By default, a workbench scans for all tickets of an enabled transaction type. However, you can limit this search to certain values. Workbench Query Maintenance has one footer tab for each kind of transaction that generates pick tickets. Each tab is a query table, where you specify the criteria the query uses. Since each tab is a table, you can add as many lines of criteria as you need, and since each tab is its own table, you can create a query that uses different criteria for different transaction types

223 Setup Notes: If you leave all the fields for a tab blank, as shown above, the system takes all pick tickets for that transaction. Thus, leaving all the transaction tabs blank creates a query that will move all available pick tickets to the workbench. Even if you enter values in a tab, the system will not include that transaction type in the query unless the appropriate checkbox is enabled in the Form View tab. Transaction Query Columns Orders Customer ID Order Number Customer PO Number Packing Basis Order Priority ID Corporate ID Order Date Carrier ID Number of Lines Order Priority Value Ship To ID Print Date Shipping Route Will Call Pick Ticket Number Required Date Zip Code Front Counter Transfers Destination Location ID Carrier ID Planned Receipt Date Number of Lines Transfer Number Shipping Route Printed Date Production Orders Pick Ticket Number Order Date Expected Completion Date Production Order Number Required Date Secondary Processes Transaction Number Order Date Expected Date Finished Item ID Route Code Begin Date Raw Item ID Bin Replenishment Bin ID Item ID Replenishment Date View the Query Once you ve entered and saved your criteria, you can view the query as an SQL statement in the SQL Statement tab

224 Setup This tab shows the SQL statement of one transaction type query, selected from the Query Selection drop down. You can view statements for all the transaction types of a query, but only one at a time. Changing the Query Selection setting immediately changes the SQL statement displayed. Note: If you make any changes to the query in the transaction tabs, the SQL statement displayed here will not reflect those changes until you click the Refresh button. Test the Query You can test a query in the Query Preview tab. Opening this tab causes the system to run the query as if it were assigned to a workbench, scanning the database for available pick tickets and displaying which ones it would select. The system runs the query the moment you open this tab, and displays the results. In order to run the query again, you must click the Refresh button, just like running the workbench proper. As with the SQL Statement tab, you can only view the test results one transaction type at a time, but changing the Query Selection setting updates the results immediately. Note: This tab is a test only, and its actions do not impact your database. All pick tickets that display here still remain open and available for actual workbench scans. Creating Priority Codes Priority codes are weighted values used by the workbench to assess the importance of a pick ticket in relation to others, and thus order them appropriately

225 Setup Notes: This setup procedure is only used in conjunction with the workbench (Workbench on page 165). Even then, you can use the workbench without using priorities, thus this portion of the setup is optional. Epicoroffers no hard rules for assigning weights to various priority aspects because each business operates under a different set of values. The only suggested guideline is to place the largest priority values in the aspect you value most, the next largest values in the next most valued aspect, etc. Navigation Path: Orders > Order Entry > System > Order Priority Maintenance Creating an order priority requires you define a small number of values

226 Setup Field: Order Priority Type/ Order Priority ID Description: The setting of the first field determines the content and definition of the second. Carrier - Enter a specific carrier ID in this field to assign it a weight. You can assign different weights to different carriers. Customer / Ship to - Rather than enter a specific customer or ship to ID here, create a rank that can be applied to your customers. These ranks can be anything you want (Class A, Class B, Local, Regular, Preferred, etc.), and you can assign different weights to each. Order Type - Rather than enter a transaction number here, create a label that can be applied to your orders during order entry. These labels can be anything you want (Expedite, Rush, Low Priority, etc.), and you can assign different weights to each. Order Threshold - This option opens up the Order Threshold tab, where you set up a series of order values and priority values. Set these up similarly to price breaks, with ever increasing values on each line. The Order Value in this tab refers to the extended price of an order. Important! You must have one more priority line than you do order value in order to account for orders that exceed your established limits. Order Priority This is the weight the system places on the order aspect you defined in the prior two fields. This can be any value between 1 and 9999, with 1 being the lowest and 9999 the highest. The system tallies up the order priority values of all aspects of an order to arrive at a total for the order, and uses this total to determine the importance of one pick ticket in comparison to others

227 Setup Assigning Priority Codes As described in Order Priority on page 166, the priority of an order comes from the sum of the priority codes assigned to its different facets. Thus, to make use of priority codes you must assign them to several different kinds of records. Assign Priority to Carriers Navigation Path: Orders > Order Entry > System > Carrier Maintenance Assign carriers a priority rank in the Form View tab in Carrier Maintenance. Assign Priority to Customers and Ship Tos Navigation Paths: Accounting > Accounts Receivable > Maintenance > Customer Maintenance Accounting > Accounts Receivable > Maintenance > Ship To Maintenance Assign customers a priority rank in the OE Options tab in Customer Maintenance

228 Setup Order priorities assigned at the customer level are automatically assigned to all the customer s ship to locations as well. However, you can override the priority of a specific ship to in the OE Options tab in Ship To Maintenance. Any value entered here that differs from the one defined at the customer level overrides the customer setting. Assign Priority to Orders Navigation Paths: Orders > Order Entry > Transaction > Order Entry Orders > Order Entry > Transaction > Front Counter Order Entry Assign orders a priority rank at the time of order creation in the Order tab of Order Entry or Front Counter Order Entry. Setting Up Pull to Pick There are two parts to readying your system to use pull to pick

229 Setup Activate System Setting Navigation Path: Setup > System Setup > System > System Settings > Wireless Warehouse > General Create Weigh Stations Navigation Path: Inventory > Inventory > Maintenance > Bin Type Maintenance Weigh stations are the places where you deposit pulled inventory, and from where you pick your tickets. The system needs weigh stations so it can properly track the location of inventory quantities throughout the process. Create a bin and mark it as a weigh station/picking area. Bins marked as weigh stations automatically become pickable and putable, and cannot be quarantined. The system ignores all quantities in these bins when allocating quantities for orders, but you may pick from quantities in these bins in order fulfill pick tickets

230 Setup Setting Up Pallets Perform the following steps in order to prepare Prophet 21 to use pallets. Activate System Setting Navigation Path: Setup > System Setup > System > System Settings > Inventory Management > General Before doing anything else, you must activate pallets in your system. Remember that after activating the feature, you must log out and log back in to Prophet 21 for the changes to take effect

231 Setup Activate the Feature at the Location Level Navigation Path: Inventory > Inventory Management > System > Location Maintenance > Wireless Warehouse Options Much of the setup and maintenance of pallets can be done on the fly, but before you can do that, you must activate the feature in the system. Because pallet tracking is a location-specific function, its switch is found in Location Maintenance, and because it is only available in locations that use WWMS, it is found on the Wireless Warehouse Options tab. Specify Pallet Type You can use pallets to group items in several ways. The first is destination location, which is their basic function. The second way, transaction type, is optional. The Require Separate Pallets by Transfer Type setting determines if a pallet accepts material for both internal and customer-based transfers, or if it only allows one type of transfer to be deposited onto it. If you enable this setting, all pallets function under this rule. However, pallets themselves are not assigned an internal/customer-based status. You can deposit material from either sort of transfer to an empty pallet. As soon as material resides on a pallet,however, all subsequent deposits must be for the same sort of transaction

232 Setup 9 Transfer Scheduling This function was released as a baseline feature for Prophet 21 version 12.6, and you can find information about it in the system help file. However, when used in conjunction with WWMS, there is a suite of expanded functionality that becomes available. That is what this chapter deals discusses. Included here are sections on: Staging and Door Bins (pages 233 and 233) - When using WWMS with transfer schedules, two new kinds of bins become available. Door bins are the warehouse doors trough which trucks headed for specific location are loaded. Staging bins are deposit areas tied to specific door bins. This provides your pickers with a specific place to deposit material bound for a particular location, which the system can validate as part of the picking process. Door Bins and Transfer Destination (page 236) - Door bins are tied to specific transfer destination locations. However, by tying them to your transfer schedule, you can assign the same door bin to multiple locations on a rotating basis. While a door bin can only be linked to a single location on any given day, it can change its destination location day to day, and by linking it to a transfer schedule, this becomes automatic

233 Concepts Concepts The following segments explain the business logic and internal processes Prophet 21 uses. While none of these sections will tell you how to perform tasks, they will deepen your understanding of system behavior. Transfer Schedule The transfer schedule is a regular, repeating link between a source location and a destination location. For example, you can create a schedule that says every Monday and Thursday you ship material from Philadelphia to Yardley. Creating a transfer schedule allows you to create transfers between locations in advance, but leave the material on the shelves until the time of a regular shipment. Prophet 21 does not print any of the paperwork, such as pick tickets, for a transfer between locations on a schedule until the next scheduled transfer day. To continue the above example, you enter a transfer from your Philadelphia location to Yardley on Friday. Prophet 21 stores that transaction, but does not print the pick ticket for it until Monday, which is the next scheduled transfer day between these locations. Staging Bins A staging bin is the place you deposit material in preparation for a transfer. Typically this is an area to which material is moved before being loaded onto a truck. A staging bin is always tied to a door bin, meaning that material deposited to a particular staging bin will always be moved to the same warehouse door at shipping. Unlike door bins, which change destination locations on a rotting basis as per your transfer schedule, staging bins remain constant. If you tie staging bin A to door bin A, material deposited to staging bin A will always move to door bin A, regardless of where trucks loading at door A are headed. Door Bins Door bins are deposit bins for transfer picks that are actually warehouse doors and the trucks that load through them. By treating each truck as a separate bin, the system designates and organizes scheduled transfer deposits according to shipping destination. This final stage before shipping is now a process that can be tracked. Prophet 21 also verifies that your deposit is made to the correct truck, since it requires bin verification before committing to the material deposit. Door bins have flexibility that standard bins do not. Just because material shipped from door 3 is going to Yardley on Monday does not mean that it's going to Yardley on Tuesday, and the system does not require this permanent assignment either. Instead, you can tie your door bin destinations to your transfer schedule, automatically creating a rotation of destinations for a single door. Thus, material shipped from door 3 might go to Yardley on Mondays, Philadelphia on Wednesdays, and Bethlehem on Fridays

234 Concepts Because these destinations are linked to a transfer schedule, the system makes these assignments automatically; you do not need to manually adjust the destination location for each day. Bin Validation for Scheduled Transfers Schedules ensure that transfer material is only picked on a day that it will ship, and that it has a designated deposit location once picked. However, by treating both staging areas and doors as bins, this process adds another layer of automated oversight. When depositing material in WWMS, the system requires you to scan the deposit bin. Whenever you deposit material to a staging bin, the system checks to see that the destination location for the transfer is the same as the destination location assigned to the door bin that day. Unless they match, the system does not allow the deposit. This reduces the likelihood of placing material on the wrong truck. Notes: The system actually performs this validation twice: once when you deposit picked material to the staging bin and again when you move it from the staging bin to the door bin (i.e., load it on the truck). This provides extra safeguards against erroneous loading. Because the system only permits you to deposit material going to the destination location associated with the door bin, it prevents the deposit of material picked for any transaction other than transfers (since transfers are the only transactions appearing on the schedule, and thus only your own locations will ever be associated with door bins). These restrictions remain in place no matter what kind of picking method you use, be it single pick tickets, group pick tickets, the workbench, etc. In order to clarify this process, the system displays the transfer destination location attached to the deposit staging bin. If there are multiple bins available, it lists them all. Group Putaway for Allocated Transfer Quantities Normal group putaway procedures let you pick multiple line items at once, then carry them together to a new deposit location. However, because transfer line items may only be deposited to bins tied to the same destination location as their order, the system only allows you to pick line items that share a common destination location when performing this procedure with items allocated to transfers. Otherwise, the combined pick would fail every validation. To this end, when you add an item or lot to a group putaway list, the system identifies the destination location. If there are multiple quantities of the item or lot destined for different locations, the system provides a popup that displays the different destination locations and quantities. Pick a line from this list, and the system adjusts the quantity on hand to match the quantity destined for the chosen location. From here, the group putaway procedure behaves normally

235 Concepts Transfer Schedules and Non-Transfer Inventory Movement Prophet 21 validates that material on a transfer order is only deposited to a staging and door bin tied to the correct destination location, however, it doesn't restrict this validation to material on a transfer order. It also makes this check whenever you move inventory from one place to another in your warehouse, be it inventory putaway, moving material internally, or performing tag movement procedures. Because material that's not part of a transfer order doesn't have a destination location, this means that it will always fail validation. In short, you cannot deposit material, no matter the transaction type, to a staging or door bin unless it is being transferred to the destination location associated with that bin. Transfer Schedules and Consolidation Bins Staging bins can be consolidation bins, and their function as one does not interfere with their function as the other. If you pick a transfer schedule order by zone and then deposit it to a staging bin that is also a consolidation bin, the system still checks that the transfer is headed for the same location as the one tied to the staging bin. However, the standard message that displays when depositing material into a consolidation bin does not display for staging bins

236 Walkthroughs Walkthroughs This section shows you how to accomplish tasks, and provides explanations of the various areas of the system involved. Creating a Transfer Schedule Navigation Path: Inventory > Inventory Management > System > Transfer Days Maintenance A transfer schedule establishes what days you will regularly ship material from one company location to another. This is done by days of the week instead of specific dates because scheduled transfers are assumed to be repeating events. Establish Source and Destination Locations Begin by entering the source and destination location for your schedule in the Form View tab. The source location established here must be one that uses WWMS and that has staging and door bins created. The destination location does not need to meet these requirements. Select Days of the Week The Transfer Schedule tab contains a row of checkboxes, one for each day of the week. Mark which days of the week you will perform this transfer

237 Walkthroughs Link Door Bins to Destinations The tab also has a row for creating a link between a door bin and destination location. Select the day of the week from the drop down menu and enter the door bin in the appropriate field. There is no need to specify a destination location; the system uses the destination location entered in the Form View tab. Notes: Though a single door bin can be assigned multiple destination locations throughout the week, you can assign only a single location to a door bin on any given day. Door bins are the only bins you can assign in a transfer schedule, and they are the only ones that will appear in search results for that field. Creating a Scheduled Exception Navigation Path: Inventory > Inventory Management > System > Transfer Days Maintenance > Transfer Schedule Exceptions You can schedule breaks in the routine of regular transfers established via transfer scheduling. Exceptions can be entered ahead of time, effectively becoming part of your schedule. When the scheduled exception comes, the system makes all the appropriate adjustments automatically without any further action required on your part. Enter Exception Date Exceptions are noted by date, since they are assumed to be unique events. If they are recurring and regular, it makes more sense to adjust your schedule as a whole instead of scheduling a large number of exceptions

238 Walkthroughs Upon specifying a date, the system references its calendar and displays what day of the week this is. This gives you an easy reference to see what transfer schedules will be affected by this exception. Select Exception Type You can schedule two different kinds of transfer exceptions: a cancellation of scheduled transfer, or a different transfer schedule. The Do Not Transfer option shuts down the scheduled transfer for that date. This applies to all transfers between these locations for the date. If you have multiple doors assigned to the transfers, the exception shuts them all down

239 Walkthroughs The Transfer option creates a transfer between the source and destination location. You can use this in two ways: If you create an exception for a day that is not normally part of the schedule, this creates an additional transfer day between the locations. For example, you transfer from Philadelphia to Yardley on Mondays and Thursdays. By entering a transfer exception that lands on a Tuesday, you create an additional transfer day for that on week. If you create an exception for a day that is already part of the schedule, you can use the exception to designate a different set of doors that will serve the transfer. See the next step for details. Select Doors If adding transfers through the use of exceptions, you need to specify what staging and door bins these additional transfers use. Note: The system will not change the destination location associated with a door bin if it already has material in it. A bin must be empty for a scheduled exception to change its destination location. This prevents exceptions from sending material that is properly deposited to a wrong location because the bin definition changes after deposit. Viewing Transfer Schedules Once you've scheduled recurring transfers, you can view them in several places in the system. In addition, scheduled transfers impact many of your order transaction windows as well. Please see the Prophet 21 help files for information about how the system as a whole is impacted. This section deals with WWMS-specific system areas and their interaction with scheduled transfers

240 Walkthroughs Workbench When a workbench picks up a pick ticket for a scheduled transfer, it does not mark it in any special way. Scheduled transfers are not called out or given any special priority. However, just as the system adds time to the transfer's promise date based on its next scheduled shipment, the Required Date on the workbench is likewise modified to take shipping days into account. This means that the Required Date for any pick ticket belonging to a scheduled transfer order is not jut the order date plus the transit time, but also the number of days until the next scheduled shipment. For example, a transfer order shipping from Philadelphia to Allentown normally takes 1 day. However, you have a transfer schedule that ships along this route on Mondays and Thursdays. If you enter the order on Tuesday, the system adds 2 days to the promise and expected delivery dates, since the order won't ship until two days after you entered the order. That is the date that appears on the workbench. Transfer Schedule The Transfer Schedule window functions exactly as described in the Prophet 21 help file. However, when used in conjunction with WWMS, each scheduled transfer also lists the door bin associated with that transfer

241 Quick Steps Quick Steps This section contains stripped down instructions for the various tasks discussed in the Walkthroughs segment. Creating a Transfer Schedule Start In: Inventory > Inventory Management > System > Transfer Days Maintenance Enter the source and destination locations Open the Transfer Schedule tab Enable the checkbox for each day of the week this transfer should occur Save Creating a Scheduled Exception Start In: Inventory > Inventory Management > System > Transfer Days Maintenance Call up an existing transfer schedule Open the Transfer Schedule Exceptions tab Enter the date on which the exception occurs Mark the exception as an additional transfer (Transfer) or a cancellation of the schedule for that day (Non-Transfer) Assign door bins to the exception

242 Setup Setup The following tasks set up the system specifically for use with the functions described in this section. Activating the Feature Activating this feature is a two tiered process. Activate System-Wide Navigation Path: Setup > System Setup > System > System Settings > Inventory Management > Transfers The first step in activating this feature is to turn it on in your overall system. Activate by Location Navigation Path: Inventory > Inventory Management > System > Location Maintenance > Wireless Warehouse Options Tab Once you've activated the feature for your system as a whole, you must activate its tie to the expanded bin functionality at each location at which you want to use it. Like overall wireless warehouse functionality, this switch is located in the Wireless Warehouse Options tab

243 Setup Creating Door and Staging Bins Navigation Path: Inventory > Inventory Management > Maintenance > Location/Bin Maintenance Creating door and staging bins is a process that has a small number of steps. You will not need to perform every step each time you create a door or staging bin, but the initial stages are shown for completeness's sake. Create Bin Types Navigation Path: Inventory > Inventory Management > Maintenance > Bin Type Maintenance Before creating a door or staging bin, you need to create the appropriate bin types in your system. Both door and staging bins must be putable, but not pickable. Create Door Bin Navigation Path: Inventory > Inventory Management > Maintenance > Location/Bin Maintenance Door bins must be putable, since you are depositing inventory to a door bin as the final step in the transfer shipping process. However, you cannot pick from a door bin, nor can you quarantine it. Prophet 21 will not consider the contents of any door bin when making transaction allocations

244 Setup Create Staging Bin Navigation Path: Inventory > Inventory Management > Maintenance > Location/Bin Maintenance Creating a staging bin is identical to creating a door bin. They must be putable, but not pickable, nor can you quarantine a staging bin. Prophet 21 does not allocate quantities placed in staging bins to orders of any sort. Note: You can still move material placed in a staging bin. Otherwise you'd never be able to put it in the door bin and ship it. In order to move material in a staging bin, use a content move procedure. See Inventory Movement on page 127 for more information. There is one additional step to creating a staging bin that is not required in creating a door bin: every staging bin must be tied to a door bin. This is why Epicor advises creating your door bins first. Enter the door bin ID in the field shown to create this link

245 Setup Important! If you use zone picking at this location, you must make all of your staging bins consolidation bins. Otherwise you will not be able to deposit the zone picks for your transfer orders to these staging bins. You may still deposit picks for regular transfer orders to these staging bins. Other Options Once you activate the feature and create the necessary bins, you've completed all the mandatory work required to get up and running with transfer scheduling. However, there are some other options that let you further refine the system's behavior when using this functionality. They are described below. Always Print Customer-Based Transfers Navigation Path: Inventory > Inventory Management > Reports > Transfers > Criteria Tab Every time you generate transfer forms, you have the option to override the established transfer schedule and generate transfer papers for those transfers generated by a customer sales order

246 Setup Bypass Schedule for Customer Based Transfers - Activating this checkbox causes the system to print transfer paperwork for any transfer that was generated by a customer sales order. It prints this even if the transfer schedule would normally put this transfer in the future and delay the printing and processing of the order. Thus, enabling this checkbox means that any customer-based transfer will be dealt with immediately, just as if you did not use transfer scheduling. This also means that order based transfers will be dealt with as soon as the information hits your system. Notes: When this setting is activated, the system prints all lines of a transfer order that includes order based transfer quantities. This means, however, that if a transfer contains both order-based and non-order-based lines, all lines print. The system does not consider multi-stage process or production orders as customer orders when determining whether to override the transfer schedule. Transfers generated from these order types are considered standard transfers, and obey the transfer schedule normally

247 Setup 10 Printing You can print from a number of different areas in WWMS, for a number of different reasons. However, the basic setup and functionality is nearly the same no matter where or what you print

248 Walkthroughs Walkthroughs This section shows you how to accomplish tasks, and provides explanations of the various areas of the system involved. Printing a Label Navigation Path: Printing is available in the following areas in WWMS PO Receipts Container Receipts RMA Receipts Transfer Receipts Sales Order Picking Group Order Picking Transfer Picking Self Directed Putaway System Directed Putaway Adjustments Counts When to Print WWMS begins the printing process whenever it receives the information necessary to print a complete label. Because this varies by transaction, labels print at different times depending on what function you are performing. For lot/bin items, printing becomes available once you specify lot, bin, serial number, and quantity. In the case of shipping items, the bin you specify is the consolidation or deposit bin, while when receiving it is the putaway bin. In the case of tags, the system prints a tag, or prompts for printing confirmation, as soon as you create a new tag. This is true of all functions; once you create a tag, the system makes tag printing for that tag available. Likewise, upon creating a new pallet, the system prints a label for it. You can also manually begin the printing process by pressing F7 in any area that supports printing. However, in these cases you may need to manually provide some of the information for the print job, as the system does not have a complete transaction from which to draw it. Important! If you exit a tag window without saving or if you experience an error while working in a tag window, the printed tag label may contain errors. Always double-check the tag label against system information in these cases

249 Walkthroughs Verify/Supply Label Information The printing process begins with a verification. The specific screen you see in this step depends on the kind of label you are printing. Though they look different and verify different information, however, they function identically. If you are printing inventory labels, WWMS asks you to verify the following information: Tagging Note: When dealing with tags, the system prints a tag label for the highest level tag in the inventory structure. For example, if you have a tagged crate with 27 packages, the system prints one tag label for the crate. If you choose to print labels for the packages in the crate, the system generates 27 additional labels, all of them identical to the crate label. You cannot print item labels without tag information. If you are printing shipping labels, WWMS asks you to verify the following information: Tagging Note: Regardless of the value you enter in the Number of Labels field, the system prints one shipping label for each tag. If you enter a number other than 1 in the Number of Labels field, that number indicates the number of duplicate shipping labels that print for each tag. If you came to this step as part of a transaction, most of this information will be populated already from the transaction record. If you began this process by pressing F7, you must manually provide any information the system does not have. Print Labels Begin the physical printing process by populating the Number of Labels field and pressing Enter

250 Walkthroughs Reprinting a Label Navigation Path: Inventory Operations > Print Item Labels Inventory Operations > Print Pallet Labels The reprinting process is identical to the original printing process. The only difference is that instead of keying off a transaction, reprinting calls a label already created and produces it again. Either of the windows listed above bring you to printing screens that look and function the same as described in the prior section, and you may search these screens for existing labels to print. The Item Label Item labels printed by WWMS are designed to fit on 3 x 5 label stock. Note that any fields that are not populated will show as blank (for example, if you do not use tagging, the Tag bar code and the Tag Number fields will be blank). Important! When printing using direct transfer, as opposed to using ink ribbons, labels may fade with exposure. Labels printed with this method have a shelf life of about 18 to 24 months, depending on the label stock quality. While this should present no problems for shipping labels, as they are used very shortly after creation and then not referenced after delivery, this may present some issues for inventory labels, where longevity is more of an issue. The Pallet Label Pallet labels printed from the Wireless Warehouse system are designed to fit on the LD-R6AD5W - Direct 2000: x inch label stock

251 Walkthroughs The Shipping Label Shipping labels printed from the Wireless Warehouse system are designed to fit on the LD-R6AD5W - Direct 2000: x inch label stock

252 Setup Setup The following tasks set up the system specifically for use with the functions described in this section. Enabling Wireless Printing Navigation Path: Setup > System Setup > System > System Settings > Wireless Warehouse > General The first step to using printing through WWMS is turning on the general functionality. To do this, activate the system setting. Defining Default Printers by User Navigation Path: System > System Setup > System > User Maintenance Anyone using the Wireless Warehouse system can be set up with a default wireless printer. Enter the printer path of the selected default printer in User Maintenance. Once established, the system will default that printer to the user whenever he logs into a wireless device. However, he may change printers after logging in if he needs to

253 Setup The system sends all the user s print jobs generated within WWMS to this printer unless the printer assignment is changed. Important! Printers for WWMS are very different from those used with a typical computer. The Wireless Warehouse is designed for use with label printers. By necessity they are smaller, so the labels that print from WWMS are designed to fit on this smaller output. Because of this, you must make sure that the printer assigned here is a label printer, not a standard paper printer; the system does not check this for you. Creating Temporary Exceptions to Default Printer Assignments Navigation Path: Transaction > System Info > Printer Admin The Printer Admin screen displays information about the person logged into the wireless device and that person s current session. However, you can also change the default printer assigned to this scanning device through this screen. Default scanners are defined through the user record, so the printer associated with a scanner comes from the user logged into it. To change that assignment, enter a new printer in this screen and the system will send all print jobs generated from this wireless device to this new printer instead of the default printer. However, because this edit only affects the scanner and not your user record, it changes the printer assignment for this session only. When you log off and log back in again, the system again assigns you the printer specified in your user record