Planning Warehousing Tasks—Exercises

Basic Data Setup

Inventory Locations

Purpose: The purpose of this exercise is to set up the basic data required for using the warehouse functionality.

Windows:
Inventory Locations

1. Open the Inventory Locations window and create inventory locations of the following types: Arrival, Quality Assurance, and Picking.

General exercise for Entering Inventory Locations

Purchase/Inventory/Sales Part

Purpose: The purpose of this exercise is to create part data entries necessary when using the warehousing functionality.

Windows:
New Part Assistant

1. Create XX-58-401 as a purchased, inventory, and sales part by using the New Part Assistant. Use supplier 5000.

General exercise for Purchased Inventory Part
General exercise for Stored Sales Part

Required Data

Receiving Parts

Purpose: The purpose of this exercise is to set up the basic data required for running the warehousing functionality.

1. Open the Receive Inventory Part window, and search for your part.
2. Receive a sufficient quantity to the picking location.

General exercise for Receive Inventory Part

Creating Warehouse Tasks

Purpose: The purpose of this exercise is to set up the basic data required for running the warehousing functionality.

Note: An alternative to using Quick Order Flow Handling to create warehouse tasks is to create an order type that is set up to stop after the Create Pick List step. Using priority reservations will speed up the process even further.

1. Create several customer orders with varying quantities per line, as well as varying delivery dates.
2. Process your orders until your pick lists are created.

General exercise for Customer Order

Creating Transport Tasks for Single Handled Part Within the Site

1. Open the Transport Task window and create a new record.
2. On the Single tab, create a new line for the part you wish to move.
3. Specify a from location, using the List of Values.
4. Select a pallet delivery location for the to location, using the List of Values.
5. Specify the quantity to be moved.
6. If needed, add additional information on the new line.
7. Save the record.

General exercise for Transport Task

Main Exercise

Purpose: The purpose of this lesson is to learn how to plan warehouse tasks.

Windows:
Warehouse Manager Task Planning
Work Load per Location Group
Work Load per Worker

Today's (i.e., as per the system date) customer order pick lists and transport tasks have been created. The warehouse manager plan and release tasks are to be completed by the warehouse workers.

Once the warehouse workers have reported a number of tasks, the follow-up process can be performed.

Perform Warehouse Task Planning

1. Populate the Work Load per Location Group window. Look at the Accumulated Planned Time Needed field. See how it varies with time.
2. Open the Warehouse Manager Task Planning window and populate. Now you can see all the user-connected sites with location groups. Select your site and the location group that the transport task is picked from. 
3. From the selection criteria retrieve data for single, customer order pick list and transport task.
4. Select the transport task record created, right-click and click Assign/Reassign Worker. Assign this task to one of your workers.
5. Release the task.
6. Select same task, right-click and click Prioritize. This will assign a priority number to the task.
7. Open the Work Load per Worker window and query for the above assigned worker. From this window you can get an idea about the current work load of workers.

Copying forbidden: The material in this manual is protected by copyright law, and may not be copied entirely or in part, without the prior permission of Industrial & Financial Systems AB. © 2012 Industrial & Financial Systems AB