FS 295993 MY-8QPDRH Location and CD Scanning

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DHL

Location and CD Scanning

CALIDUS Mobile

15th March 2012 - 1.0
Reference: FS 295993 MY-8QPDRH











































Functional Overview

Client Requirement

Change Request Summary:

Location & Check Digit scanning functionality required in WCS

Change Request Details:

At present the system will not recognise the location code and check digit if the barcode contains both. The requirement is to be able to recognise barcodes containing both the location code and the check digits as well as what it’s currently setup as.

Operations are ideally after an option that would let us to ALL the following

  1. Scan the location OR
  2. Manually enter the check digits OR
  3. Scan the location AND check digit combined.

Benefits identified as a result of the change:

To help with the load scanning functionality.

Additional functionality was requested to be added to this change, by Mo Yasin of the Coventry site, as follows:

Add support for "Pick By Quantity".

Solution Overview

A new value will be added to the drop-down list for the "Bespoke Site Rule" rule on CALIDUS Mobile. The new value will allow the RDT/WCS to recognise the location code when a barcode is scanned that contains both the location and check digit values combined. The new "Bespoke Site Rule" value will work in all scanning of locations and check digits, regardless of the setting of the Owner/Warehouse "Check Digits?" rule.

Currently when the "Check Digits?" rule is set to "Combo Check", the user can either scan the location code or manually enter the check digits.

At present, if the user scans a barcode containing both the location code and check digits then the RDT/WCS will not recognise the location code.

If the "Bespoke Site Rule" is set to the new value then the system will be changed to extract the first x characters from the barcode where x is equal to the "Aisle Length", "Bay Length" and "Level length" values added together, i.e. the length of the location code values.

Note Note: It is assumed that the barcode values containing the combined location code and check digit values do not contain any location delimiters, e.g. "/", "\", "-", ":", etc.

At present, the site have the "Bespoke Site Rule" set to "DHL EXEL Whitwood" in order to utilise functionality to remove the leading "00" from SSCC values where the SSCC value is in a UCC-128 barcode format but the barcode itself is not a UCC-128 barcode.

The new "Bespoke Site Rule" value will remove the two leading zeros ("00" or "(00)") from the SSCC value (Customer Pallet) when the barcode format is not UCC-128.

Note Note: If the barcode format is not UCC-128 but the SSCC value does not contain two leading zeros at the start of the value then nothing will be removed from the SSCC value. Also, the two leading zeros will only be removed if the user scans the SSCC value. If the user manually enters a SSCC value with two leading zeros, e.g. "001234567890123456", then this will value be accepted and the leading zeros will not be removed.

The bespoke functionality to remove the two leading zeros from the SSCC value will be utilised whenever the RDT prompts the user to enter a customer pallet value including:

  • Goods Receipt
  • Putaway
  • Part Picking
  • Picking
  • Pallet Moves
  • Replenishments
  • Stock Moves
  • Select Move
  • Stock Transfer
  • Ad Hoc Pallet Moves
  • Stock Take
  • Bulk PI
  • Pallet Enquiry
  • Move Enquiry

The operation want picks to be assigned to users in descending order of quantity to be picked. The existing rule "Picks by Quantity" currently orders the picks in "Picked Quantity" sequence. This will be modified to order the picks in "Picked Quantity" then "To Pick Quantity" sequence, both descending. This will ensure that the incomplete picks are always passed to the user in "To Pick Quantity" sequence, as the Picked Quantity for these incomplete picks (in the way that the operation's system is configured) will always be zero.

Note Note: This affects only Pick Allocation By Order Page.

Scope

  • This change will be made to version 4.14 of the CALIDUS Mobile system only.

Note Note: There is existing functionality controlled by the Bespoke Site Rule when set to the Whitwood site as follows:

  • Location and Check Digit functionality:
    • to control Barcode Type
    • to extract the CD and location from the same barcode content
  • SSCC (Customer Pallet) scanning in all modules:
    • to ensure that CODE-128 barcodes are used as well as UCC-128 barcodes
    • to remove extraneous parentheses ("(" and ")") from the barcode
    • to validate that these barcodes always begin with "00"
  • Multi-field scanning in Receipt
    • Changing the title of the scanning box displayed
    • giving an error given when scanning the wrong barcode types
    • allowing CODE-128 and UCC-128 barcode types instead of UCC-128 only
  • Check Receipt SSCC scanning functionality, forcing blind quantity entry
  • Stock Barcode types (limiting UCC Stock barcodes to AI type 24 only)
  • Login Password (forcing only entry of I2of5 barcode types only)

Mo Yasin of the Coventry operation confirmed that only the following functionality was required:

  • Location and Check Digit functionality:
    • to control Barcode Type
    • to extract the CD and location from the same barcode content
  • SSCC (Customer Pallet) scanning in all modules:
    • to ensure that CODE-128 barcodes are used as well as UCC-128 barcodes
    • to remove extraneous parentheses ("(" and ")") from the barcode
    • to validate that these barcodes always begin with "00"

All other functionality would not be used, although it has been noted that certain owners and warehouses set up their operation already use:

  • Check Receipt
  • Multi-field scanning.

None of the Whitwood bespoke functionality other than that required by the operation will be added to the new Coventry Bespoke Site rule.


Set-up

Pre-requisites

A valid and connected CALIDUS Mobile system.

Menu Structure

N/A

Data

  • The Warehouse or Owner "Bespoke" Rule "Bespoke Site Rule" set to the new value of "DHL Coventry".
  • The Warehouse or Owner "Bespoke" Rule "Pick By Quantity" set to "Enabled".
  • The Warehouse or Owner "General" Rule "Check Digits?" set to "Combo Check".
  • The Warehouse or Owner "General" Rules "Aisle Length", "Bay Length" and "Level Length" set to the correct values for the operation.
  • The Warehouse or Owner "Pick" Rule "Pick Page Allocation" set to "By Order Page".

Note Note: These rules should be set against all Warehouses in the system and all Owners that have been set up as restricted Owners (i.e. the owners that have their own rule set).

Functional Description

Database

A new value will be added to the rule category associated to the Bespoke rule "Bespoke Site Rule". This will be set to value "COV" and will have the human-readable text "DHL Coventry".

WCS Server Changes

The operation want picks to be assigned to users in descending order of quantity to be picked. The existing rule "Picks by Quantity" currently orders the picks in "Picked Quantity" sequence. This will be modified to order the picks in "Picked Quantity" then "To Pick Quantity" sequence, both descending.

The existing function PickSelect in module RDT_Pick will be modified. The flag "FLAG_PICKS_BY_QUANTITY" controls the existing functionality, which sorts the data as follows:

  • Picking.[User Order] ASC,
  • Picking.[order number] ASC,
  • Picking.[Picked Qty] DESC,
  • picking.[page number] ASC,
  • picking.[seq number] ASC

This will be modified to:

  • Picking.[User Order] ASC,
  • Picking.[order number] ASC,
  • Picking.[Picked Qty] DESC,
  • Picking.[To Pick Qty] DESC,
  • picking.[page number] ASC,
  • picking.[seq number] ASC

Note Note: The sorting under rule setting "Regroup Order by Stock" should also be amended in this way.

RDTMenu1 Changes

The procedure InputProcessor_SetValue in module InputProcessorModRDT_Fields will be modified.

For Customer Pallet fields (FIELD_PALLET_CUST), a new section will be added for bespoke site rule "COV". This will act as follows:

If the entry has been scanned in any barcode type, the process will:

  • Check for a leading "00" or "(00)".
    • If there is, remove these leading 2 or 4 characters, then extract the following 18 characters as the Customer Pallet data.
    • If there is not, accept the data scanned without modification.

If the entry has not been scanned (i.e. keyed), the data entered will be accepted without modification.

For Check Digit fields (FIELD_CD), a new section will be added for bespoke site rule "COV". This will act as follows:

If the entry has been scanned in any barcode type, the process will perform the following:

  • The values of the Aisle, Bay and Level Length rules active for that Warehouse and Owner will be retrieved and added together, to give a location length.
  • The first characters (up to the location length calculated) will be removed from the entered data, and the remaining returned as the Check Digit.

If the entry has not been scanned (i.e. keyed), the data entered will be accepted without modification.

For Location fields (FIELD_LOCATION, FIELD_LOCATION_CONFIRMATION), a new section will be added for bespoke site rule "COV". This will act as follows:

The process will perform the following:

  • The values of the Aisle, Bay and Level Length rules active for that Warehouse and Owner will be retrieved and added together, to give a location length.
  • For FIELD_LOCATION, or if the data has been scanned, the first characters (up to the location length calculated) will be extracted from the entered data and returned.
  • For non-scan entry (i.e. keyed) of type FIELD_LOCATION_CONFIRMATION, the first characters (up to the location length calculated) will be removed from the entered data, and the remaining returned.

As this is completed at an Input level rather than at the process level, this change will be active in any process that requires:

  • Location Entry
  • Check Digit Entry
  • Location Confirmation by Combo Check.
  • Cust Pallet Entry


Appendix A: TEST PLAN

Test Script / Scenario ReferenceLocation and CD ScanningCall Number(s): 295993 MY-8QPDRH
Test Script / Scenario DescriptionTo test the functionality created herePASS / ISSUES / FAIL
Menu AccessMain menu 
Pre-requisitesSet up as in the Set-up sectionTested By:
 
Test ObjectiveTo test: allocating picks by Quantity; Location/CD entry and confirmation and; Customer Pallet Entry.Date:
 



Step Action Result Remarks P/F
1 WCS Maintenance      
       
1.01 Check that the Warehouse "Bespoke" rule "Bespoke Site Rule" can be set to the value "DHL Coventry" and saved. The data can be changed and saved.    
1.02 Check that the Owner "Bespoke" rule "Bespoke Site Rule" can be set to the value "DHL Coventry" and saved. The data can be changed and saved.    


Step Action Result Remarks P/F
2 Allocate Picks by Quantity      
  Set up CALIDUS Mobile as specified and allocated and pick list an order with several part picks across several stock codes, ensuring all have different pick quantities.      
2.01 Start part picking and complete the order to pick. The picks will be allocated to the user in descending pick amount.    


Step Action Result Remarks P/F
3 Customer Pallet and Location/CD Entry      
  Set up CALIDUS Mobile as specified and ensure that you have multiple tasks of the following types available:
  • Goods Receipt
  • Putaway
  • Part Picking
  • Picking (Full Pallet)
  • Pallet Moves
  • Replenishments
  • Stock Moves
  • Select Move
  • Stock Take
Note Note: As the changes have been completed at an input rather than process level, it is necessary to test only one example of data input of Cust Pallet, Location, Check Digit and Location Confirmation.		      
3.01 Start a putaway and scan a pallet barcode with no leading zeroes. The data is accepted as-is    
3.02 Scan a pallet barcode with leading "00" or "(00)" The leading zeroes are removed    
3.03 Enter (key) a barcode with no leading zeroes. The data is accepted as-is    
3.04 Key a pallet barcode with leading "00" or "(00)" The data is accepted as-is    
3.05 Scan a location barcode with the location only in it The location should be accepted    
3.06 Scan a location barcode with the location and check digit in it The location should be accepted    
3.07 Scan a location barcode with the check digit only in it The system should display an error (location invalid).    
3.08 Scan a location barcode with a different location and check digit in it The system should display an error (location invalid).    
3.09 Enter (key) an invalid check digit. The system should display an error (check digit invalid).    
3.10 Enter (key) any location code, valid or invalid. The system should display an error (check digit invalid).    
3.11 Enter (key) the valid check digit. The check digit should be accepted.    
3.12 Reposition a putaway and scan a location barcode containing only a location. The system should prompt for a check digit.    
3.13 Backout and scan a location barcode containing only a check digit or invalid location The system should display an error (location invalid).    
3.14 Enter (key) an invalid location. The system should display an error (location invalid).    
3.15 Enter (key) a valid location. The system should prompt for a check digit.    
3.16 Scan a location barcode containing only a location The system should display an error (check digit invalid).    
3.17 Enter an invalid check digit The system should display an error (check digit invalid).    
3.18 Scan a location barcode containing a valid location and check digit. The system should accept the check digit.    
3.19 Reposition another putaway. Enter a valid location. Enter (key) a valid check digit. The system should accept the check digit.    
3.20 As the changes have been completed at an input rather than process level, it is necessary to test only one example of data input of Cust Pallet, Location, Check Digit and Location Confirmation. However, the following areas and functionality may also be tested:
  • Goods Receipt
    • Blind Receipt
    • Check Receipt
  • Putaway
  • Part Picking
  • Picking (Full Pallet)
  • Pallet Moves
    • Reposition
  • Replenishments
  • Stock Moves
  • Select Move
  • Ad Hoc Pallet Moves
  • Stock Take
  • Bulk PI
  • Pallet Enquiry
  • Move Enquiry
  • Location Enquiry
 As Expected    


Appendix B: Quote & Document References

Cost Details
Activity Estimate
No. of Days		 No. of Days Rate per Day (£) Cost (£ Exc. VAT)
Requirements 0.00 0.00 525 £0.00
Change Request Evaluation 1.00 1.00 525 £525.00
Functional Specification 1.25 1.25 525 £656.25
Technical Specification 0.00 0.00 525 £0.00
Development 3.25 3.25 500 £1,625.00
Testing and Release 1.75 1.75 500 £875.00
Implementation 0.00 0.00 500 £0.00
Project Management First argument to "number_format" must be a number. First argument to "number_format" must be a number. 500 £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
1EST 295993 MY-8QPDRH Location & CD Scanning v1.0.doc1.031/01/2012


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


Phil Harding
OBS Project Manager		_____________________________

Mo Yasin
Client Representative		_____________________________
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