UG 352167 C-WMS Pick Confirmation Alternate Pallet Guide
Aptean
C-WMS Pick Confirmation Alternate Pallet Guide
CALIDUS WMS
30th April 2025 - 2.0
Reference: FS UG 352167
Confirming an Alternate Pallet at Pick Confirmation
INTRODUCTION
Due to circumstances such as stock being damaged or inaccessible for whatever reason there will be a requirement to either short the order is send an alternative pallet out in its place.
PROCESS
To change the original pallet and to amend on an alternative -
- 1. The order must first be called up in Pick Confirmation WHS1714
- 2. Drill down into the line details to find the pallet that requires removing from the order
- 3. Zero the original pallet
- 4. Amend a new pallet in its place
- 5. Either adjust the original pallet off the system or place on hold to stop it being allocated to another order
Example - The order allocated against pallet 38893, but that pallet has been damaged. We need to use pallet 38894 in its place. How do we handle this in the Calidus-WMS system?
Find the order in the pick confirmation screen, enter the picker and checker info, then press Options button
Select the Detail Screen option
There was no pallet 38893 in location A0/01/2, so we set the pick quantity to 0, the pick quantity originally matched the allocated quantity.
Enter a reason code. A pop-up list of values is available.
Click on the next line, the line number and stockist code auto-populate.
Enter the stock code, and the pallet id which was actually picked. The location/rotation/etc should default in for you.
Enter the picked quantity for this pallet, normally the same as the allocated figure on the zeroed line.
Again you will need to enter a reason code.
Once all the lines in the detail screen are correct, press Confirm.
You will be returned to the main screen. If all the detail pages are confirmed now, the whole order will be marked as pick confirmed.
The pick confirmation screen has done the following:
- Confirmed zero cases from pallet 38893, so it is no longer used on this order
- Allocated 10 cases from pallet 38894 so it cannot be used by a different order.
- Pick confirmed the order ready for despatch.
Now you need to go into the stock adjustment screen and zero the original pallet:
Stock Adjustment Screen
To prevent the problem pallet being allocated to another order the stock must either be placed on hold or adjusted off the system.
Run the Stock adjustments screen
Enter the stock code and your employee code and press Find. This will show you all the pallets for this stock code in the warehouse:
Scroll to the pallet you want to change.
This pallet is listed as having 10 cases. To zero it, type -10 in the top left box. This will reduce the quantity by 10 cases.
Click on the reason code field and enter the appropriate reason code. A pop-up list is available.
Now save the record. A pop-up window will allow you to enter some notes about why the pallet quantities are being changed. Save any comment and exit this screen.
The pallet is now zeroed, meaning it cannot be allocated to future orders.
Holding Stock
If operationally the stock should not be adjusted and removed from the system the alternative is to place the pallet on hold with an applicable reason code, this will prevent the pallet and stock being allocated to the next order that is placed.
Appendix A: Document History
A.1 References
| Ref No | Document Title & ID | Version | Date |
|---|---|---|---|
| 1 | |||
| 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 |
A.3 Document History
| Version | Date | Status | Reason | By |
|---|---|---|---|---|
| 1.0 | 08/03/2011 | Issue | Initial Version | LBW |
| 2.0 | 30/04/2025 | Issue | Updated version for formatting | ANW |
A.4 Authorised By
Matt Tipping | Aptean Project Manager | _____________________________ |
Tony Walker | Aptean Consultant | _____________________________ |
