FS 291258 SCR-290107-5 RF and Manual Receipt and Putaway Depalletise

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Nightfreight Pacemaker

RF and Manual Receipt and Putaway Depalletise


CALIDUS 3PL

18th August 2011 - 1.0
Reference: FS 291258 SCR-290107-5












































Functional Overview

Client Requirement

It is necessary to confirm that the Calidus WMS Goods Receipt Putaway Confirmation process can successfully suggest these non-palletised locations, and that the required de-palletising occurs correctly through this mix of RF and manual receipt and putaway.

Solution Overview

Loose Wood Putaway

Loose wood is currently stored in Z60A01 and Z60A02.

The intention is to ensure that the putaway of loose wood can be done through the Calidus WMS Goods Receipt Putaway Confirmation process, rather than scanning each individual product into the locations.


There are two ways to configure the system to do this.


Process 1

Change the configuration of the two loose wood locations into one location on the system, for example Z60A01. Each of the loose wood products will be configured to automatically suggest this location on receipt. The user will then use the Calidus WMS Goods Receipt Putaway Confirmation process to confirm that all of the product is located in this location.


Process 2

The products will be separated on the system to either being received into location Z60A01 or Z60A02. The decision as to which products will be located in which area will be made by the operation. The receipt process will then automatically suggest this location for those products. The user will then use the Calidus WMS Goods Receipt Putaway Confirmation process to confirm that all of the product is located in this location.


It is necessary to confirm that the Calidus WMS Goods Receipt Putaway Confirmation process can successfully suggest these non-palletised locations, and that the required de-palletising occurs correctly through this mix of RF and manual receipt and putaway.

Rolled up Mattresses Goods In Process

The process is much like the loose wood process, but in this case the users are not able to see the labels, as they are positioned in the middle of the rolls.


Instead, the suppliers should labels the mats at the end of the roll, so that the warehouse can actually see them. Then the process followed will be as loose wood above.


Note: If this supplier labelling issue cannot be resolved, rolled up Mats will not be RF received.

Scope

The changes will be made in version 7.70 of the CALIDUS WMS product.


Set-up

Pre-requisites

A valid CALIDUS Mobile system must be available.

Menu Structure

Data

WMS

FREE_LOCATIONS must be created for the default location suggestion to work. In order to achieve this:

  • Create a palletised location type (or amend an existing non-palletised location type to be palletised) and add the valid pallet types.
  • Create the locations of this type - this will create the Free Locations records. Alternatively, enter all the locations then run Free Locations Generation to generate the records.
  • Change the location type back to non-palletised.

The Owner must be set to not strip pallet details when non-palletising stock (Remove Stock ID set to "N"). This can be found on the Owner Maintenance screen, Sales Order tab.

The Owner must be set up to require Customer's Pallet IDs. This can be found on the Owner Maintenance Screen, Goods Rec'd tab.

The Default Warehouse Location (Build Up Location 3 of WARE_PARAMS/OWNER_WARE_PARAMS) must be set up as a valid location.

Each Stock code requiring a specific default location must have a bulk anchor point set up as this location. This is done through the Stock Maintenance Screen, Stock Warehouse tab, Unbonded Stock Locations button.

The Owner rule RIAR (Remove Pallet ID when receipt to non-pallet loc) must be set up and enabled for this functionality to work.


Functional Description

WHS0155

The RF Receipt and Manual Putaway process have been extensively tested.

  • The WMS putaway update process does not work as expected - the process depalletises the pallet upon confirmation. However, the process removes all traceability from the stock received, including the Customer Batch.

This screen will be modified to correctly depalletise the stock when putaway.

The process should always remove the pallet ID, if the destination location chosen is a non-palletised location.

If the Owner has chosen to Remove Stock ID, the Rotation and Customer Batch will also be blanked (i.e. set to '+'). If not, these fields must be left as they were on the pallet during receipt.

The process will then check to see if there is any other stock in this location with the new pallet, rotation and customer batch, for the company, warehouse, owner and stock code specified. If there is, the putaway quantity will be added to this record.

Developer Note: The modifications required to this screen and package code contained within it are similar to those specified in SCR FS 291257 SCR-290107-4 RF Receipt and Putaway Depalletise, referenced as item 2 in Appendix B.


Appendix A: TEST PLAN

Test Script / Scenario ReferenceRF and Manual Receipt and Putaway DepalletiseCall Number(s): 291258 SCR-290107-5
Test Script / Scenario DescriptionTest the RF receipt and manual putaway processes where pallets are received into a non-palletised location.PASS / ISSUES / FAIL
Menu AccessRF Main Menu, Putaway module 
Pre-requisitesSee the Setup section for detailsTested By:
 
Test ObjectiveTo test that: Manual Putaway of pallets received through RF are correctly depalletised if the location chosen is a non-palletised location.Date:
 



Step Action Result Remarks P/F
1 Manual Putaway      
  Ensure that preadvices of stocked and MTO stock codes are created. Ensure that the stock codes are set up as required, with a default location of a non-palletised location. Receive all of the stock through RF. Ensure all locations used in this test start as empty.      
1.10 Put away a Stocked pallet into the suggested location where no stock exists. The pallet should have the Pallet ID set to zero.    
1.20 Put away another pallet of that stock into the same location. The stock on the second pallet should be merged with the first pallet.    
1.30 Put away an MTO pallet (with batch 1) into the suggested location where no stock exists The pallet should have the Pallet ID set to zero. The Batch code should be maintained.    
1.40 Put away another pallet of that stock and batch into the same location. The stock on the second pallet should be merged with the first pallet.    
1.50 Put away another pallet of that stock with a different batch into the same location. The pallet should have the Pallet ID set to zero. The Batch code should be maintained. The stock should not be merged with the first two pallets.    


Appendix B: Quote & Document References

Cost Details
Activity Estimate
No. of Days
No. of Days Rate per Day (£) Cost (£ Exc. VAT)
Requirements 0.00 0.00 600 £0.00
Change Request Evaluation 0.00 0.00 600 £0.00
Functional Specification 0.50 0.50 600 £300.00
Technical Specification 0.00 0.00 600 £0.00
Development 1.50 1.50 600 £900.00
Testing and Release 1.00 1.00 600 £600.00
Implementation 0.00 0.00 600 £0.00
Project Management First argument to "number_format" must be a number. First argument to "number_format" must be a number. 600 £First argument to "number_format" must be a number.
 
TOTAL First argument to "number_format" must be a number. First argument to "number_format" must be a number.   £First argument to "number_format" must be a number.
Estimate excludes training, release to live and go live support.

B.1 References

Ref NoDocument Title & IDVersionDate
1REQ 290107 Nightfreight RF Requirements1.015/07/2011
2FS 291257 SCR-290107-4 RF Receipt and Putaway Depalletise0.117/08/2011


B.2 Glossary

Term or Acronym Meaning
Ad Hoc A task instigated on the device (spec. Ad Hoc Pallet Move), rather than a task instigated from the WMS and Stock Control.
Advice Note Number An external reference linked to a Goods Receipt.
Aisle A component of a location; usually a space through rows of racking or storage locations; a collection of locations;
Anchor Point A starting location for a search for a suitable storage location; auto-putaway location suggestion start point.
Area A collection of aisles; an area in the warehouse for a particular purpose.
Batch A production batch of a product; a quantity of product that is considered to have the same characteristics;
Bay (Warehouse) A physical loading or unloading point for the warehouse.
Bay A component of a location; usually a space between uprights in racking, comprising several levels (horizontal beams).
Block Stack A stable stack of pallets.
Bulk Bulk storage; Usually full-pallet storage areas, racked or stacked.
Cancellation The facility to cancel a task due to some problem, identified by the user when performing the task.
Check Digit A short code, usually randomly generated and stored against a location, used to help identify that a user is at the right location before they proceed with a warehouse task.
CSV Character-separated values; a text file with multiple rows and values, usually separated with commas.
C-WCS CALIDUS WCS, the name of the OBS Logistics Warehouse Control system
C-WMS CALIDUS WMS, the name of the OBS Logistics Warehouse Management system
Dead Leg A movement of a truck without a pallet; wasted resource.
Despatch The final physical stage of an order; handover of goods to the haulier.
Drive-In A drive-in location, typically multi-level, multi-deep location.
Dual Cycling Processes utilizing P&D locations for interleaving tasks in and out of specific areas, reducing dead leg movements.
Exchange Specifically Pick Exchange or Task Exchange. The process of allowing a user to select a different pallet in a multi-pallet location and exchanging the expected pallet for this one. If the pallet is planned for another task, task exchange will complete this task instead of the expected one first. If the pallet is not planned, pallet exchange will swap the pallet (if suitable).
GR; GRN Goods Receipt; Goods Receipt Number or Note
High Bay Typically tall (greater than 5 level) racking, usually full pallet storage, usually Narrow Aisle.
JIT Just In Time; processes designed to trigger at the last instant.
KPI Key Performance Indicator.
Level A component of a location; usually the vertical compartments of an area, delineated by horizontal beams.
Loading The act of loading pallets onto a vehicle.
Location A uniquely identified space in the warehouse for storage of product. There are many types, most commonly Floor locations (for example, Marshalling, Inbound), Racking or Bulk Storage Locations and Pick faces.
Manifest The contents of a vehicle or container.
Marshalling The act of bringing pallets for an order or load together; an area to do so.
Multi-deep A location with 2 or more pallets stored sequentially i.e. only one can be accessed at a time.
NA Narrow Aisle; usually any area in the warehouse that is restricted access due to space limitations, Narrow Aisles have associate P&D locations.
P&D Pick-up and Drop-off locations; locations used to control the handover of pallets between distinct areas, for example between chambers and the wider area of the warehouse.
PI; Perpetual Inventory The act of continuously checking locations in a warehouse, identifying and correcting product quantity issues. Usually used in Bulk environments rather than Pick Faces. In pick faces, this process is called is called Residual Stock Balance and usually takes place after picking from a pick face.
Pick Face A location designed for picking part of a pallet of stock. Usually a low- or ground-level location.
Pick List (order) The instructions to pick pallets or cases from locations; the paper report associated to this; the stage of preparing these instructions; the sending of these instructions to WCS.
PO Purchase Order.
Pre-advice; Goods Receipt Pre-advice An advanced notification of what is being received. Part of a manifest. Pre-advices can be stock and quantity, or individual pallet level.
Putaway The physical move of a pallet to a storage location as a result of receiving it into the warehouse.
RAG Acronym for Red/Amber/Green, a traffic light colouration system depicting (in sequence) Errors, Warnings or Informational messages. Usually used in operational monitoring to effectively display when certain processes are not working as expected.
RDT Radio Data Terminal.
Replen; Replenishment The act of moving product (usually a pallet) from bulk storage to a pick face.
Reposition The facility to change the location of a movement or putaway when at the final destination, sue to some issue discovered when performing the task.
RF Radio Frequency; An RF device is an RDT, typically used by CALIDUS WCS for executing warehouse tasks.
SCR; CR Software Change Request.
Short Pick The process of not fulfilling an order due to failure to identify sufficient product when picking. May also be used as a term to indicate Short Allocation.
SO Sales Order.
Truck Types Plants, Mechanical Handling Equipment. For example, Reach trucks, Counter-balance trucks, pallet riders, etc.
UOM Unit of Measure.
WA Wide Area; usually any area in the warehouse that is not restricted access due to space limitations, for example, floor areas, not Narrow Aisle.
WCS Warehouse Control System
WMS Warehouse Management System


B.3 Authorised By


Julie Scott

OBS Logistics Manager
_____________________________

Jonathan Davies

Client Representative
_____________________________