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Release Notes for September 2008.1 Release
QAD Warehousing Version: QAD Warehousing for QAD 2008.1 Enterprise Edition
Release Date: September 2008
Supported languages: US English, Castilian Spanish, Latin Spanish, Dutch, French, German, Italian, Japanese, Polish, Portuguese (Brazilian), Simplified Chinese, and Traditional Chinese
User Guide: QAD Warehousing, item 78-0746B
Installation/Conversion Guide: QAD Warehousing installation information can be found in the installation documentation for QAD Enterprise Application 2008.1 Enterprise Edition.
Note: The QAD Warehousing installation process differs from the Advanced Inventory Management (AIM) installation process. Please review the installation and conversion guide before you begin installation or conversion.
New Features Overview
In this release of QAD Warehousing, new features and functions let you:
Pick for Different Lot/Serial/Reference
Interface with Transportation Management Systems
Create general allocations for orders and set defaults for allocations through new programs in the Order Management Menu (4.13)
The following topics discuss the new features.
Picking for Different Lot/Serial or References
When warehouse staff pick for orders, QAD Warehousing typically allocates specific pallets to be picked as specified by the appropriate algorithm selected; however, many warehouses have multiple pallets containing the same item that are housed in the same warehouse location. For more efficient picking, staff can now pick pallets with different lot/serial or reference numbers than those assigned to be picked by the system. By adding the flexibility to pick other pallets for the same item, warehouse staff can ship and complete the order expeditiously.
You set fields in QAD Warehousing so that warehouse users who access the following can switch location, lot/serial, or reference numbers to substitute pallets when confirming tasks on the RF:
RF Next Task (1.1) option
RF Select Task (1.2) option
Batch Pick SO/DO (3.1) or Batch Pick All (3.2)
Note: Batch picking does not support picking for different lot/serial or reference numbers.
You specify a substitute pallet or reference in the same location or another location by setting existing fields in the Transaction Confirmation Defaults frame of Warehouse Control (4.1.24). A new Expire Date (Days) field was added to the Transaction Confirmation Defaults frame that works with the From Location Option, From Lot/Serial Option, and From Reference Option fields when specifying different lot/serial/reference numbers.
Use the Expire Date (Days) field to specify the maximum number of days (0 to 9999) that the expiration date of the new pallet can differ from the expiration date of the original pallet. For example, if you enter 5, and the expiration date of the original pallet is 12/1/2008, then the expiration date of the new pallet must fall between 12/1/2008 and 12/6/2008. The default value for this field is 0, which means that the expiration date of the original pallet must match the expiration date of the new pallet.
Interfacing with Transportation Management Systems
A new Wave Transportation Menu (4.15.2) was added to the Wave Menu (4.15). Use the programs in the menu to add Transportation Management System load optimization functions to QAD Warehousing functions. QAD Warehousing works with a TMS to provide the following:
Check carrier rates and routing guide for best cost, lead time, or delivery window
Perform order consolidation, route optimization, and drop-off sequencing
Perform compliance checks, if defined
Produce native carrier or packing labels
The following topics discuss features in QAD Warehousing that were updated to interface with a TMS.
Wave Planning, Replenishment, and Release
When using QAD Warehousing wave planning functions, the system relies on workload capacity constraints for planning warehouse picking, packing, and shipping activities. The system uses a TMS to consider load consolidation and optimizationduring wave planning. The TMS factors in different modes of available shipping such as parcel shipping, less than truckload (LTL), and full truck load (FTL) when selecting orders for a wave.
During wave replenishment and release, the system creates picking tasks and groups them for pre-shippers per ship-to address. Load optimization functions within wave planning let you:
Import TMS load optimization information to produce more efficient task groups for pre-shippers
Organize task groups to optimize picking, packing, and shipping of loads by similar means of transport.
Execute checking against wave lines and quantities
Drive the replenishment and release processes
Order Selection and Export
As a step to using a wave planning flow with a TMS, the system flags order lines to either follow a load optimization flow or follow the original wave planning flow. The system selects orders flagged for load optimization and exports them to a TMS before making them eligible for selection in a wave. You can export all or a subset of the selected sales or distribution order lines for TMS processing.
QAD Warehousing exports a detailed list to a TMS of sales/distribution order lines, quantities, weights, and volumes that you want to optimize and consolidate to streamline shipping. The TMS performs calculations to optimize the load, then sends the optimized information back to QAD Warehousing.
You can set up load optimization parameters in Load Optimization Set Up Maint (
Batch Picking and RF Options
Batch picking and other RF options are linked to the TMS. Although task confirmation and related activities are the same, the system enhances task orders that display on the RF to take advantage of load optimization.
Warehouse staff can no longer mix items belonging to different loads into the same container (tote, box, or pallet) when picking.
When building containers through the RF, the system ensures the containers cannot contain items from different loads in the same container.
Load Verify
QAD Warehousing performs load verification functions when it:
Converts a pre-shipper to a shipper
Prints the shipper and shipping labels
Verifies all tasks for a given load have been completed
Print Paperwork, Container Move and Pallet Explosion
Container Move functionality uses TMS drop-off sequencing information to stage pallets in the right order, inverse to the drop-off sequence linked to each pre-shipper. That is, when loading containers that belong to a load, the system verifies that the containers belonging to pre-shippers with the last stop sequence are loaded first.
QAD Warehousing also sends packing information to the TMS so that the TMS can produce the appropriate shipping labels. During print paperwork functions, QAD Warehousing exports packing information to the TMS; the TMS, in turn, returns shipping labeling information or prints shipping labels.
The system produces all necessary documentation for individual shipments (manifesting), including cross-border transactions within governmental and customs regulations.
When exploding pallets on the RF, the system ensures containers that are built per load.
Ship Truck
During ship truck activities, QAD Warehousing sends shipping information to the TMS so that the TMS can calculate shipment freight charges, track information, and send this information back to QAD Warehousing.
During ship truck activities, the system validates that a shipper has been sent to the TMS before it sends an end of day (EOD) message to the TMS.
Specifying Load Optimization in Orders
When you set up loads in the new Load Optimization Setup Maint (, the system sets a new Load Optimization field to Yes for sales orders in SO Warehouse Data Maintenance (4.13.3) and for distribution orders in DO Warehouse Data Maintenance (4.13.6). You can overwrite the Load Optimization field, though, in the orders. When Load Optimization is Yes in any of the order data maintenance programs, the system makes the order line eligible for load optimization through a TMS.
New Exit Routines for TMS Communication
New exit routines in Local Exit Routines Setup (4.23.10) support necessary communication between QAD Warehousing and the TMS:
Batch Order Export (whttraxbx.p)
Order Batch Export/Load Import ( uses this routine to send and receive export messages with the TMS. Order Batch Export/Load Import lets you export the order batch selections created in Order Batch Selection ( It uses this routine to create the batch shipment message, send the message to the TMS, receive a reply, and create loads.
Ship Shipment (whtraxsx.p)
RF Print Paperwork (3.8) uses this routine to send and process ship shipment messages with the TMS. QAD Warehousing sends the final contents of shippers, including containerization information, to the TMS. It then receives the shipping labels, freight charges, and tracking or PRO numbers that it stores in header records of the shipment.
Cancel Shipment (whtraxcx.p)
The RF Cancel Shipment (3.9) uses this routine to send a void shipment message to the TMS should you need to cancel a shipment. QAD Warehousing first validates that this shipment was sent to TMS using the ship shipment routine message and RF Print Paperwork functions. Once validated, it sends a message to the TMS to cancel the shipment and receives a cancellation reply.
Truck Shipment (whtraxtx.p)
The RF Ship Truck (3.5) uses this routine to process the EOD message. This message lets the system recalculate final freight charges and prorate truck level charges over individual shipments. Depending on the additional freight charges, the charges can be prorated over individual sales orders and loaded in its corresponding trailer charge when confirming orders.
For shipments belonging to a load, the system verifies that when users attempt to confirm a shipment, all other shipments for that same load are selected in the same transaction. If not selected, warnings or errors display, depending on Warehouse Transportation Control ( settings. When communication problems occur, the system displays messages.
New RF Programs for TMS Interfacing
A new Cancel Shipment (3.9) option was added to the RF menu. Warehouse staff can use the new option to send a void shipment message to the TMS and cancel the shipment; see New Exit Routines for TMS Communication.
New Wave Transportation Programs
Programs in the new Wave Transportation Menu (4.15.2) let you set up load optimization, create selections for the load, create/edit the load, export/import data for the load to/from the TMS, and report on load optimization.

Wave Transportation Menu (4.15.2)
Menu Label
Program Name
Load Optimization Setup
Load Optimization Inquiry
Load Optimization Setup Report
Order Batch Selection
Order Batch Export/Load Import
Order Batch Inquiry
Order Batch Report
Reports Menu...
Load Shipments by Order Report
Load Shipments by Item Report
Load Shipments by Ship-To Report
Load Detail Status Inquiry
Transmission Log Inquiry
Shipper Charges Report
Shipper/Container Tracking Inq
Carrier Tracking Numbers Inquiry
Transmission Log Delete/Archive
Charges/Tracking Delete/Archive
Carrier/Service Assignment Maint
Carrier/Service Assignment Inq
Carrier/Service Assignment Rpt
Load Maintenance
Load Inquiry
Load Report
Load Priority Boost
Order Batch Delete/Archive
Load Delete/Archive
Wave Transportation Control
Creating General Allocations and Setting Defaults for Orders
Two new programs were added to the Order Data Maintenance Menu:
Order Management Control (4.13.24)
Order Warehouse Allocations (4.13.17)
Use Order Management Control to specify parameters for allocating items for sales, distribution, and work orders. You can specify:
The number of calendar days from the sales order due date by which the system allocates work order line item
Calculations for allocations
Which sequence the system allocates order lines gets allocated
Use Order Warehouse Allocations to generate general allocations for selected sales, work, and distribution orders. Allocations reserve inventory for shipment on confirmed orders, so it is not available for other orders in the system.
General allocations reserve only the quantity needed at a particular site.
Detail allocations set aside specific quantities by location, lot/serial, or reference numbers. Detail allocations are created automatically when picking.
Allocations also control shipment quantities when you cannot fill all orders. You can choose to ship the quantity allocated or the quantity picked.