UG 352167 C-WMS Allocation Rules Guide
Aptean
C-WMS Allocation Rules Guide
CALIDUS WMS
4th July 2025 - 1.00
Reference: UG 352167
Allocation Rules Guide
The intention of this guide is to give an overview of how the different primary allocation rules (rule 1, 2 and 3) interact with each other when attempting to pick stock for an order.
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 0 | 0,1,2 | 0 | · In sequence, allocate pallets from bulk until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Replenish from bulk to pick in sequence and allocate from defined pick · Allocate pallets in sequence from the rest of warehouse |
| 1 | · Allocate part bulk pallets in sequence
· Allocate full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value · Allocate stock in sequence from defined pick · Replenish from bulk to pick using part pallets then full pallets and allocate from defined pick · Allocate part pallets in sequence from the rest of the warehouse · Allocate full pallets in sequence from the rest of the warehouse | ||
| 2 | · Allocate full bulk pallets in sequence
· Allocate part bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value · Allocate stock in sequence from defined pick · Replenish from bulk to pick using full pallets then part pallets and allocate from defined pick · Allocate full pallets in sequence from the rest of the warehouse · Allocate part pallets in sequence from the rest of the warehouse | ||
| 3 | · In sequence, allocate pallets from bulk, moving part pallets into defined pick until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Replenish from bulk to pick in sequence and allocate from defined pick · Allocate pallets in sequence from the rest of warehouse moving part pallets into defined pick | ||
| 4 | · Allocate part bulk pallets in sequence, moving part pallets into defined pick
· Allocate full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value · Allocate stock in sequence from defined pick · Replenish from bulk to pick using part pallets then full pallets and allocate from defined pick · Allocate part pallets in sequence from the rest of the warehouse moving into defined pick · Allocate full pallets in sequence from the rest of the warehouse | ||
| 5 | · Allocate full bulk pallets in sequence
· Allocate part bulk pallets in sequence, moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value · Allocate stock in sequence from defined pick · Replenish from bulk to pick using full pallets then part pallets and allocate from defined pick · Allocate full pallets in sequence from the rest of the warehouse · Allocate part pallets in sequence from the rest of the warehouse moving into defined pick |
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 0 | 3 | 0 | · In sequence, allocate pallets from bulk until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Allocate pallets in sequence from rest of warehouse · Replenishments will not occur |
| 1 | · Allocate part bulk pallets in sequence
· Allocate full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value · Allocate stock in sequence from defined pick · Allocate part pallets in sequence from the rest of the warehouse · Allocate full pallets in sequence from the rest of the warehouse · Replenishments will not occur | ||
| 2 | · Allocate full bulk pallets in sequence
· Allocate part bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value · Allocate stock in sequence from defined pick · Allocate full pallets in sequence from the rest of the warehouse · Allocate part pallets in sequence from the rest of the warehouse · Replenishments will not occur | ||
| 3 | · In sequence, allocate pallets from bulk, moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Allocate pallets in sequence from the rest of the warehouse moving part pallets into defined pick · Replenishments will not occur | ||
| 4 | · Allocate part bulk pallets in sequence, moving part pallets into defined pick
· Allocate full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value · Allocate stock in sequence from defined pick · Allocate part pallets in sequence from the rest of the warehouse moving into defined pick · Allocate full pallets in sequence from the rest of the warehouse · Replenishments will not occur | ||
| 5 | · Allocate full bulk pallets in sequence
· Allocate part bulk pallets in sequence, moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value · Allocate stock in sequence from defined pick · Allocate full pallets in sequence from the rest of the warehouse · Allocate part pallets in sequence from the rest of the warehouse moving into defined pick · Replenishments will not occur |
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 1 | 0,1,2 | 0 | · Allocate stock in sequence from defined pick
· Replenish from bulk to pick in sequence and allocate from defined pick · Allocate pallets in sequence from picks in the rest of the warehouse · Allocate pallets in sequence from the rest of the warehouse |
| 1 | · Allocate stock in sequence from defined pick
· Replenish part pallets then full pallets from bulk to pick and allocate from defined pick · Allocate part pallets then full pallets in sequence from pick in the rest of the warehouse · Allocate part pallets then full pallets in sequence from the rest of the warehouse | ||
| 2 | · Allocate stock in sequence from defined pick
· Replenish full pallets then part pallets from bulk to pick and allocate from defined pick · Allocate full pallets then part pallets in sequence from pick in the rest of the warehouse · Allocate full pallets then part pallets in sequence from the rest of the warehouse | ||
| 3 | · Allocate stock in sequence from defined pick
· Replenish from bulk to pick in sequence and allocate from defined pick · Allocate pallets in sequence from picks in the rest of the warehouse · Allocate pallets in sequence from the rest of the warehouse, moving part pallets into defined pick | ||
| 4 | · Allocate stock in sequence from defined pick
· Replenish part pallets then full pallets from bulk to pick and allocate from defined pick · Allocate part pallets then full pallets in sequence from pick in the rest of the warehouse · Allocate part pallets then full pallets in sequence from the rest of the warehouse, moving part pallets into defined pick | ||
| 5 | · Allocate stock in sequence from defined pick
· Replenish full pallets then part pallets from bulk to pick and allocate from defined pick · Allocate full pallets then part pallets in sequence from pick in the rest of the warehouse · Allocate full pallets then part pallets in sequence from the rest of the warehouse, moving part pallets into defined pick | ||
| 3 | 0 | · Allocate stock in sequence from defined pick
· Allocate pallets in sequence from picks in the rest of the warehouse · Allocate pallets in sequence from the rest of the warehouse · Replenishments will not occur | |
| 1 | · Allocate stock in sequence from defined pick
· Allocate part pallets then full pallets in sequence from pick in the rest of the warehouse · Allocate part pallets then full pallets in sequence from the rest of the warehouse · Replenishments will not occur | ||
| 2 | · Allocate stock in sequence from defined pick
· Allocate full pallets then part pallets in sequence from pick in the rest of the warehouse · Allocate full pallets then part pallets in sequence from the rest of the warehouse · Replenishments will not occur | ||
| 3 | · Allocate stock in sequence from defined pick
· Allocate pallets in sequence from pick in the rest of the warehouse · Allocate pallets in sequence from the rest of the warehouse, moving part pallets into defined pick · Replenishments will not occur | ||
| 4 | · Allocate stock in sequence from defined pick
· Allocate part pallets then full pallets in sequence from pick in the rest of the warehouse · Allocate part pallets then full pallets in sequence from the rest of the warehouse, moving part pallets into defined pick · Replenishments will not occur | ||
| 5 | · Allocate stock in sequence from defined pick
· Allocate full pallets then part pallets in sequence from pick in the rest of the warehouse · Allocate full pallets then part pallets in sequence from the rest of the warehouse, moving part pallets into defined pick · Replenishments will not occur |
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 2 | 0,1,2 | 0 | · In sequence, allocate pallets from bulk until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Replenish from bulk to pick in sequence and allocate from defined pick · Allocate pallets in sequence from bulk in the rest of warehouse · Allocate pallets in sequence from the rest of the warehouse |
| 1 | · Allocate part bulk pallets in sequence then full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Replenish from bulk to pick using part pallets then full pallets and allocate from defined pick · Allocate part pallets then full pallets in sequence from bulk in the rest of warehouse · Allocate part pallets then full pallets in sequence from the rest of the warehouse | ||
| 2 | · Allocate full bulk pallets in sequence then part bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Replenish from bulk to pick using full pallets then part pallets and allocate from defined pick · Allocate full pallets then part pallets in sequence from bulk in the rest of warehouse · Allocate full pallets then part pallets in sequence from the rest of the warehouse | ||
| 3 | · In sequence, allocate pallets from bulk moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Replenish from bulk to pick in sequence and allocate from defined pick · Allocate pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Allocate pallets in sequence from the rest of the warehouse, moving part pallets into defined pick | ||
| 4 | · Allocate part bulk pallets in sequence moving part pallets into defined pick, then full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Replenish from bulk to pick using part pallets then full pallets and allocate from defined pick · Allocate part pallets then full pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Allocate part pallets then full pallets in sequence from the rest of the warehouse, moving part pallets into defined pick | ||
| 5 | · Allocate full bulk pallets in sequence then part bulk pallets in sequence moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Replenish from bulk to pick using full pallets then part pallets and allocate from defined pick · Allocate full pallets then part pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Allocate full pallets then part pallets in sequence from the rest of the warehouse, moving part pallets into defined pick |
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 2 | 3 | 0 | · In sequence, allocate pallets from bulk until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Allocate pallets in sequence from bulk in the rest of warehouse · Allocate pallets in sequence from the rest of the warehouse · Replenishment will not occur. |
| 1 | · Allocate part bulk pallets in sequence then full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Allocate part pallets then full pallets in sequence from bulk in the rest of warehouse · Allocate part pallets then full pallets in sequence from the rest of the warehouse · Replenishment will not occur. | ||
| 2 | · Allocate full bulk pallets in sequence then part bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Allocate full pallets then part pallets in sequence from bulk in the rest of warehouse · Allocate full pallets then part pallets in sequence from the rest of the warehouse · Replenishment will not occur. | ||
| 3 | · In sequence, allocate pallets from bulk, moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Allocate pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Allocate pallets in sequence from the rest of the warehouse, moving part pallets into defined pick · Replenishment will not occur. | ||
| 4 | · Allocate part bulk pallets in sequence, moving part pallets into defined pick, then full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Allocate part pallets then full pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Allocate part pallets then full pallets in sequence from the rest of the warehouse, moving part pallets into defined pick · Replenishment will not occur. | ||
| 5 | · Allocate full bulk pallets in sequence then part bulk pallets in sequence, moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate stock in sequence from defined pick · Allocate full pallets then part pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Allocate full pallets then part pallets in sequence from the rest of the warehouse, moving part pallets into defined pick · Replenishment will not occur |
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 3 | 0,1,2 | 0 | · Allocate stock in sequence from defined pick
· Replenish from bulk to pick in sequence and allocate from defined pick · Allocate pallets in sequence from pick in the rest of the warehouse |
| 1 | · Allocate stock from defined pick in sequence
· Replenish part pallets then full pallets from bulk to pick and allocate from defined pick · Allocate part pallets then full pallets in sequence from pick in the rest of the warehouse | ||
| 2 | · Allocate stock from defined pick in sequence
· Replenish full pallets then part pallets from bulk to pick and allocate from defined pick · Allocate full pallets then part pallets in sequence from pick in the rest of the warehouse | ||
| 3 | · Allocate stock from defined pick in sequence
· Replenish from bulk to pick in sequence and allocate from defined pick · Allocate pallets in sequence from pick in the rest of the warehouse | ||
| 4 | · Allocate stock from defined pick in sequence
· Replenish part pallets then full pallets from bulk to pick and allocate from defined pick · Allocate part pallets then full pallets in sequence from pick in the rest of the warehouse | ||
| 5 | · Allocate stock from defined pick in sequence
· Replenish full pallets then part pallets from bulk to pick and allocate from defined pick · Allocate full pallets then part pallets in sequence from pick in the rest of the warehouse | ||
| 3 | 0 | · Allocate stock from defined pick in sequence
· Allocate pallets in sequence from pick in the rest of the warehouse · Replenishments will not occur | |
| 1 | · Allocate stock from defined pick in sequence
· Allocate part pallets then full pallets in sequence from pick in the rest of the warehouse · Replenishments will not occur | ||
| 2 | · Allocate stock from defined pick in sequence
· Allocate full pallets then part pallets in sequence from pick in the rest of the warehouse · Replenishments will not occur | ||
| 3 | · Allocate stock from defined pick in sequence
· Allocate pallets in sequence from pick in the rest of the warehouse · Replenishments will not occur | ||
| 4 | · Allocate stock from defined pick in sequence
· Allocate part pallets then full pallets in sequence from pick in the rest of the warehouse · Replenishments will not occur | ||
| 5 | · Allocate stock from defined pick in sequence
· Allocate full pallets then part pallets in sequence from pick in the rest of the warehouse · Replenishments will not occur |
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 4 | 0,1,2 | 0 | · In sequence, allocate pallets from bulk until the quantity remaining on the order is less than the order threshold value
· Allocate pallets in sequence from bulk in the rest of warehouse |
| 1 | · Allocate part bulk pallets in sequence then full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate part pallets then full pallets in sequence from bulk in the rest of warehouse | ||
| 2 | · Allocate full bulk pallets in sequence then part bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate full pallets then part pallets in sequence from bulk in the rest of warehouse | ||
| 3 | · In sequence, allocate pallets from bulk moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick | ||
| 4 | · Allocate part bulk pallets in sequence moving part pallets into defined pick, then full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate part pallets then full pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick | ||
| 5 | · Allocate full bulk pallets in sequence then part bulk pallets in sequence moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate full pallets then part pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick | ||
| 3 | 0 | · In sequence, allocate pallets from bulk until the quantity remaining on the order is less than the order threshold value
· Allocate pallets in sequence from bulk in the rest of warehouse · Replenishment will not occur. | |
| 1 | · Allocate part bulk pallets in sequence then full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate part pallets then full pallets in sequence from bulk in the rest of warehouse · Replenishment will not occur. | ||
| 2 | · Allocate full bulk pallets in sequence then part bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate full pallets then part pallets in sequence from bulk in the rest of warehouse · Replenishment will not occur. | ||
| 3 | · In sequence, allocate pallets from bulk, moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Replenishment will not occur. | ||
| 4 | · Allocate part bulk pallets in sequence, moving part pallets into defined pick, then full bulk pallets in sequence until the quantity remaining on the order is less than the order threshold value
· Allocate part pallets then full pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Replenishment will not occur. | ||
| 5 | · Allocate full bulk pallets in sequence then part bulk pallets in sequence, moving part pallets into defined pick, until the quantity remaining on the order is less than the order threshold value
· Allocate full pallets then part pallets in sequence from bulk in the rest of warehouse, moving part pallets into defined pick · Replenishment will not occur |
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 6 | 0,1,2 | 0 | · Allocate pallets in sequence from the warehouse |
| 1 | · Allocate part pallets in sequence from the warehouse
· Allocate full pallets in sequence from the warehouse | ||
| 2 | · Allocate full pallets in sequence from the warehouse
· Allocate part pallets in sequence from the warehouse | ||
| 3 | · Allocate pallets in sequence from the warehouse | ||
| 4 | · Allocate part pallets in sequence from the warehouse moving pallets into defined pick
· Allocate full pallets in sequence from the warehouse | ||
| 5 | · Allocate full pallets in sequence from the warehouse
· Allocate part pallets in sequence from the warehouse moving pallets into defined pick | ||
| 3 | 0 | · Allocate pallets in sequence from the warehouse
· No Replenishment can occur | |
| 1 | · Allocate part pallets in sequence from the warehouse
· Allocate full pallets in sequence from the warehouse · No Replenishment can occur | ||
| 2 | · Allocate full pallets in sequence from the warehouse
· Allocate part pallets in sequence from the warehouse · No Replenishment can occur | ||
| 3 | · Allocate pallets in sequence from the warehouse
· No Replenishment can occur | ||
| 4 | · Allocate part pallets in sequence from the warehouse moving pallets into defined pick
· Allocate full pallets in sequence from the warehouse · No Replenishment can occur | ||
| 5 | · Allocate full pallets in sequence from the warehouse
· Allocate part pallets in sequence from the warehouse moving pallets into defined pick · No Replenishment can occur |
| Rule 1 | Rule 2 | Rule 3 | What it should do |
|---|---|---|---|
| 7 | 0,1,2 | 0 | · Allocate pallets in sequence from the warehouse |
| 1 | · Allocate part pallets then full pallets in sequence from the warehouse, until the quantity remaining is less than the order threshold
· Allocate full pallets then part pallets in sequence from the warehouse | ||
| 2 | · Allocate full pallets then part pallets in sequence from the warehouse, until the quantity remaining is less than the order threshold
· Allocate part pallets then full pallets in sequence from the warehouse | ||
| 3 | · Allocate pallets in sequence from the warehouse | ||
| 4 | · Allocate part pallets then full pallets in sequence from the warehouse moving part pallets into defined pick, until the quantity remaining is less than the order threshold
· Allocate full pallets then part pallets in sequence from the warehouse moving part pallets into defined pick | ||
| 5 | · Allocate full pallets then part pallets in sequence from the warehouse moving part pallets into defined pick, until the quantity remaining is less than the order threshold
· Allocate part pallets then full pallets in sequence from the warehouse moving part pallets into defined pick | ||
| 3 | 0 | · Allocate pallets in sequence from the warehouse
· No Replenishment can occur | |
| 1 | · Allocate part pallets then full pallets in sequence from the warehouse, until the quantity remaining is less than the order threshold
· Allocate full pallets then part pallets in sequence from the warehouse · No Replenishment can occur | ||
| 2 | · Allocate full pallets then part pallets in sequence from the warehouse, until the quantity remaining is less than the order threshold
· Allocate part pallets then full pallets in sequence from the warehouse · No Replenishment can occur | ||
| 3 | · Allocate pallets in sequence from the warehouse
· No Replenishment can occur | ||
| 4 | · Allocate part pallets then full pallets in sequence from the warehouse moving part pallets into defined pick, until the quantity remaining is less than the order threshold
· Allocate full pallets then part pallets in sequence from the warehouse moving part pallets into defined pick · No Replenishment can occur | ||
| 5 | · Allocate full pallets then part pallets in sequence from the warehouse moving part pallets into defined pick, until the quantity remaining is less than the order threshold
· Allocate part pallets then full pallets in sequence from the warehouse moving part pallets into defined pick · No Replenishment can occur |
Appendix A: Document History
A.1 References
| Ref No | Document Title & ID | Version | Date |
|---|---|---|---|
| 1 | UG 352167 C-WMS Standing Data Set-up Guide | v2.0 | 13/11/2018 |
| 2 | |||
| 3 |
A.2 Glossary
| Term or Acronym | Meaning |
|---|---|
| Ad Hoc (WCS) | 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 (WMS) | A component of a location; usually a space through rows of racking or storage locations; a collection of locations; |
| Allocation (order) | The systemic act of identifying and ring-fencing product matching the order requirements, following proscribed warehouse rules. |
| Anchor Point (WMS) | A starting location for a search for a suitable storage location; auto-putaway location suggestion start point. |
| Area (WMS) | A collection of aisles; an area in the warehouse for a particular purpose. |
| Batch (WMS) | 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 (WMS) | A component of a location; usually a space between uprights in racking, comprising several levels (horizontal beams). |
| Bay Diary | The mechanism for booking hauliers inbound/outbound and assigning bays. The OBS Logistics system is CALIDUS Bay Diary. |
| Block Stack | A stable stack of pallets. |
| Booking | A time slot for a bay, booked with a Carrier/Haulier. |
| Bulk (WMS) | Bulk storage; Usually full-pallet storage areas, racked or stacked. |
| Cancellation (WCS) | The facility to cancel a task due to some problem, identified by the user when performing the task. |
| Carrier; Haulier | The transport company (by road or sea). |
| Check Digit (WMS) | 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. |
| Container | The actual physical container, identified uniquely by the Container Number. The Container will be identified as a Container Type. |
| Container Type | Descriptive of the use and capability and physical characteristics of a container. Container types are 40ft End Loader, Reefer, etc. |
| Container Yard | The storage areas for full and empty locations in the facility. The OBS Logistics system to manage this area is CALIDUS Container Yard. |
| 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 (WCS) | A movement of a truck without a pallet; wasted resource. |
| Despatch | The final physical stage of an order; handover of goods to the haulier. |
| De-stuffing | The act of emptying a container and storing the contents in the warehouse. |
| Drive-In | A drive-in location, typically multi-level, multi-deep location. |
| Dry Van | Any type of non-refrigerated container. |
| Dual Cycling | Processes utilizing P&D locations for interleaving tasks in and out of specific areas, reducing dead leg movements. |
| EDI | Electronic Data Interchange; any form of automatically or semi-automatically uploading or downloading information from a computer system without manually re-keying the information. |
| ERP | Enterprise Resource Planning; a system for this. |
| Exchange (WCS) | 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. |
| Inbound (Booking) | A booking linked to a Goods Receipt. |
| JIT | Just In Time; processes designed to trigger at the last instant. |
| KPI | Key Performance Indicator. |
| Level (WMS) | 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 (WMS) | 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 (WCS) | Narrow Aisle; usually any area in the warehouse that is restricted access due to space limitations, Narrow Aisles have associate P&D locations. |
| Outbound (Booking) | A booking linked to a Sales Order. |
| 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. |
| Reefers | Refrigerated Containers. |
| Replen; Replenishment | The act of moving product (usually a pallet) from bulk storage to a pick face. |
| Reposition (WCS) | 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 Allocate | The process of not fulfilling an order due to failure to identify sufficient product at Allocation. |
| 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 (WCS) | 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 |
Oracle App Terms
| Term or Acronym | Description |
|---|---|
| DDL | Drop-down list of values, usually denoted by a down-arrow to the right of the field. |
| LOV; Lookup | List of Values. A Lookup of values from data maintained in the system (rather than fixed data that a DDL may be used for), |
| Form; Window; Screen | Alternative terms for each displayed window within the application. |
| Tab | A tab on a form, which contains its own panel of data to be viewed or entered. Denoted in this guide as italics. |
| Panel | A panel on a form contains data to be viewed or entered. |
| Button | A clickable button. Denoted in this guide as bold. |
| Field | Data that can be displayed or entered is referred to as a field. This is the core of where you will view or enter information within Forms. Fields are described by Labels and usually come as a pair. These (and labels) are denoted in this guide as italics. |
| Table | When there are multiple data to be shown in a group, those records are usually displayed in a table. Tables allow showing multiple fields in columns, are scrollable vertically and sometimes horizontally, will have buttons for title labels if the columns are sortable and may allow configuration, usually through a Configure button, which will take you to WHS0909. |
| Label | A label is the annotation of the field being displayed and typically tells you what it is. CWMS supports multi-lingual labels in a lot of forms. |
| Click; Select | Clicking the left mouse mutton on a field, table or button using your mouse. |
| Right-click | Clicking the right mouse mutton on a field, table or button using your mouse. |
| Viewport | The viewport is the means by which you are viewing the forms within the application. Within a browser, this may be the size of the browser window, or just a fixed portion. When running the app browserless, this is the size of the window displayed on your desktop. |
| DPI | Dots per Inch. This may be used to adjust the resolution of the application within the viewport. |
| Menu | The menu where all forms are selected, as opposed to the Oracle standard query menu. In CWMS, this is the Explorer window. (FXMEXPLR). Menu items are sometimes denoted in this guide in bold/italics. Slashes typically indicate a sub-menu. for example, Warehousing/Goods Receipt/Goods Received Advice denotes the top-level Warehousing menu, then the Goods Receipt sub-menu, and then the Goods Received Advice screen. As menus in CWMS are pretty much completely user configurable, this may have less meaning than you would like in your system, and we generally refer to these on what we call the standard menu structure. |
| Control Bar; Format bar | The control bar for searching, inserting and pretty much doing anything within the selected Oracle form. See System_Navigation_Guide#Format_Toolbar for more information. |
| Key; Function Key; Shortcut Key | Alternative terms for a keypress on your keyboard. In this guide, these are denoted with fixed width text in a box e.g. F4
|
| Multi-Modal | A term denoting whether the forms can be open and active at the same time. CWMS is not multi-modal. |
| Scroll | The act of moving a fixed window vertically or horizontally to show more information. Typically you will see and use these on tables. |
| Check box | A simple notation of whether something is enabled or disabled (or Yes or No, True or False, etc) is typically displayed as a checkbox. If the box is checked, then this means Yes/True/Enabled, the functionality depending on the label of the checkbox. |
| Option Select; Radio Buttons | When a field has a limited number of options, sometimes this is displayed with bulleted options, all visible n the screen. This is called an Option Select or Radio button. The option that is selected will have the button filled in. |
A.3 Document History
| Version | Date | Status | Reason | By |
|---|---|---|---|---|
| 1.00 | 04/07/2025 | Issue | Initial Version | ANW |
A.4 Authorised By
Matt Tipping | Aptean Project Manager | _____________________________ |
Tony Walker | Aptean Consultant | _____________________________ |
