Stock Movement Screen WHS0700

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INTRODUCTION

This document describes the screens that are required to perform a Pallet or Stock Movement on the WMS.

This is a generic guide based on the version of the SCE system at the time of writing.

Note that fields marked ‘**’ are mandatory and are needed to ensure correct use of the system.

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STOCK MOVEMENTS – WHS0700

A manual pallet or stock movement consists of 3 stages, which all must be completed within the same screen:

• Request

• Driver Ticket Print

• Confirmation

The request can be generated in a number of ways dependent on functionality being used within the warehouse. They include: -

• Manual request

• Request generated via RF

• Manual Bulk to Pick Replenishment

• Replenishment from allocation

Field Name	Description	Options
Pallet / Stock	To select whether the movement is a full pallet movement or a stock movement	Pallet or Stock Movement
Audit Number	Unique audit number	System Generated if in entry mode, if running the screen for a enquiry an audit number can be entered directly or selected from a LOV
Status	Current status of the movement header	Status of the movement, Requested, Accepted, Printed or Confirmed
Driver	Warehouse code of the person who has moved the stock	Can entered directly if known or selected from a LOV
Checker	Warehouse code of the person who has checked the stock or pallet movement	Can entered directly if known or selected from a LOV
Date/Time	The system date and time upon confirmation of the movement audit	Will default in current system date and time

Buttons	Description	Options
Serial Numbers	Calls the serial number entry screen if valid
Confirm	To update the status
Print	To call the Print options for the movement	To print Pallet Labels and Movement notes
View Log	To call the log file upon confirmation of the audit
Multiple Print	To allow the user to print documentation for multiple audits

Field Name	Description	Options
Owner Code	The owner code of the stock being moved, the field will not be displayed if Owner Prompt is disabled	LOV of valid owner codes
Pallet id	The pallet identifier that is to be moved or have stock moved from it	Can entered directly if known or selected from a LOV
Stock Code	The stock code that the pallet id belongs to	Can entered directly if known or selected from a LOV
Description	Description of the stock code	System populated
From Location	The current location of the stock within the warehouse	System populated
To Location	The location the stock is to be moved to, only valid locations can be selected. i.e. validation will take place to ensure that the locations settings will allow for the pallet to moved	Can entered directly if known or selected from a LOV
Text Option Box	Option to capture audit text if relevant or required. Can be displayed in Oracle Data Extract reports or within WMS enquiries
Rotation	Display field showing the system rotation of the pallet if populated	System populated
Customer Rotation	Display field showing the system rotation of the pallet if populated	System populated

Buttons	Description	Options
Line Confirm	To confirm individual audit lines
Pallet Exchange	Enables the pallet exchange functionality if parameters have been enabled	If applicable will allow a pallet exchange, a list of valid pallets can be called in a LOV

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Pallet Movement Request

Status is showing as requested as details are still being entered.

If a specific instruction or detail is required and if the Text box is ticked, a sub-screen will appear which will allow the user to type up to 3 lines of instructions, each line up to 40 characters long. The first line of these instructions can be retrieved in Stock Movement Enquiry at Pallet level or from the Oracle Data Extract. If no instructions are required, just leave the Text box empty and move onto the next line if required.

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Pallet Movement Print

Once the line details have been entered select the Accept/Confirm Button, the status of the audit number will be updated to ‘Print’. The movement transaction will now be displayed in the standard enquiry screens for the pallet being moved.

Select the ‘Print’ option and the Print option dialogue box will be called.

Field Name	Description	Options
Pallet/Stock	Defaulted in by the system dependent on the type of movement
Audit No From:	Defaulted in by the system
Audit No To:	Defaulted in by the system
Pallet Labels:	Whether pallet labels are required for the movement	Yes/No
Print Format:	Default label format	Will be decided during implementation
Print Driver Summary:	Whether a Movement document is required	Yes/No
Print Format:	Default print format	Will be decided during implementation
Priority	Priority the task is to be sent to the WCS (RF application)	2 through to 9

Buttons	Description	Options
OK	To confirm the settings and to print the required documentation
Cancel	To cancel the print option

Example of a standard pallet movement print:

Example of the standard pallet label (Size A4):

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Pallet Movement Re Print

If required, it is possible to reprint the driver ticket. However, this can only be done prior to the pallet move confirmation. Enter the audit number range, and click the ‘Reprint’ button.

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Pallet Movement Confirmation

Once the pallet movement has been completed physically, it is necessary to confirm the movement on the system. The relevant audit number should be found, and the lines confirmed: this may be done individually using ‘Line Confirm’ or all at the same time using ‘Confirm’.

For the confirmation process to run the following fields must have been populated: -

Driver Checker Date/Time Check Digits (If required)

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Stock Movement Request

A stock movement consists of 3 stages, which all must be completed. This allows the entry of quantity movements instead of an entire pallet.

If the stock to be moved is serial number controlled the user must enter the relevant serials before the status will be updated (See Serial/Medical Numbers User Guide)

Field Name	Description	Options
Share an Existing Pallet – Same Stock	When selected the LOV within the ‘To Location’ field will show a list of available pallets for the same stock code for the quantity to be moved on to
Share an Existing Pallet – Mixed Stock	When selected the LOV within the ‘To Location’ field will show a list of all pallets for the warehouse/owner
Not be stored on a Pallet	Stock will be stored in a non-palletised location
Generate a pallet without suggesting a location	Will generate a new pallet number for the moved stock but will not suggest a location, this must be manually entered
Generate a pallet and suggest a location	Will generate a new pallet number for the moved stock and suggest an alternative location dependent on the stocks putaway algorithm	It is also possible to over ride the suggested location and manually enter another slot

Buttons	Description	Options
Confirm	Confirm selection

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Stock Movement Print

Once the line details have been entered select the Accept/Confirm Button, the status of the audit number will be updated to ‘Print’. The movement transaction will now be displayed in the standard enquiry screens for the pallet being moved.

Select the ‘Print’ option and the Print option dialogue box will be called.

Field Name	Description	Options
Pallet/Stock	Defaulted in by the system dependent on the type of movement
Audit No From :	Defaulted in by the system
Audit No To :	Defaulted in by the system
Pallet Labels:	Whether pallet labels are required for the movement	Yes/No
Print Format:	Default label format	Will be decided during implementation
Print Driver Summary:	Whether a Movement document is required	Yes/No
Print Format:	Default label format	Will be decided during implementation
Priority	Priority the task is to be sent to the WCS (RF application)	2 through to 9

Buttons	Description	Options
OK	To confirm the settings and to print the required documentation
Cancel	To cancel the print option

Example of a standard Stock Movement Print

Example of a Standard Pallet Label for the moved stock quantity

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Stock Movement Re-Print

If required, it is possible to reprint the driver ticket. However, this can only be done prior to the pallet move confirmation. Enter the audit number range, and click the ‘Reprint’ button.

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Stock Movement Confirmation

Once the pallet movement has been completed physically, it is necessary to confirm the movement on the system. The relevant audit number should be found, and the lines confirmed: this may be done individually using ‘Line Confirm’ or all at the same time using ‘Confirm’.

For the confirmation process to run the following fields must have been populated: -

Driver Checker Date/Time Check Digits (If required)

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Stock Move Request – Held Stock

If the pallet or any part of the pallet is on hold then the system will notify the user.

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Movement of Held Stock Screen

For a pallet with multiple hold codes or a mixture of free stock and held, then upon completion of the individual line a sub screen will be called that will allow the user to specify the quantity of stock to be moved against a particular hold reason code.

Upon completion of entering the move quantity details then select the ‘Done’ button and complete the movement as for a standard stock movement.

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BULK TO PICK REPLENISHMENT

It is possible to generate a number of pallet or stock movement requests by running the Bulk to Pick Replenishment functionality. In the example below it will check all stock codes for the owner ‘XXA’, by looking at the stock holdings in their pick face and comparing them against the replenish at level, if the stock level is lower than the replenishment level then it will instigate either a stock move or a pallet movement dependent on the replenish by quantity. (Settings held in Stock/Stock Warehouse/Unbonded Stock Locations STKSTOC01B).

Field Name	Description	Options
Owner	Owner of the Stock
Stock Audit	Defaulted in by the system dependent on the type of movement
Stock Code ‘From’,Stock Code ‘To’	Stock Code to be moved	Can be entered directly or use LOV
Option	Defaulted in by the system dependent on the type of movement
Order Type	Defaulted in by the system dependent on the type of movement

Buttons	Description	Options
Confirm	Confirm the Move
Abandon	To abandon the move
Log	To view system actions