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  •     QAD Glossary

  • Release Notes for Version 2.3b
    Advanced Inventory Management Version: 2.3b
    MFG/PRO compatibility for 2.3b: eB, initial release through Service Pack 5
    eB2, initial release through Service Pack 5, Service Pack 7,
    Service Pack 8, and Service Pack 9
    Supported languages: US English, Castilian Spanish, Dutch, French, German, Italian, Polish, and Portuguese
    Date: May 20, 2005
    Installation Guide: Advanced Inventory Management item 78-0628B
    User Guide: Advanced Inventory Management item 78-0591B
    New Features Overview
    This release adds features to batch picking introduced in the 2.3a release. See Batch Picking for a description of this enhancement. The following list describes the most significant changes and fixes introduced with this version of AIM.
    1
    The Close Option in Batch Picking Control (80.15.24) no longer presents the choices to release an order and close the pick. It now presents choices to close containers. See Closing a Container or Box.
    2
    A new Release Orders Option was added to Batch Picking Control (80.15.24). The new Release Orders Option offers the choices previously presented by the Close Option field. See Releasing an Order after Closing a Box.
    3
    Staff can now drop off boxes at consolidation areas or shipping lanes before they complete batch picking for an order when all completed pick tasks have the same destination location. This lets them avoid scanning each box and the destination location for confirmation. See Dropping All or Some Boxes.
    4
    AIM now lets you define a user location as a cart location to temporarily store the stock until staff move stock to the shipping location. See Specifying a User Location as a Cart.
    5
    Two new local exit routines were added to Local Exit Routine Control (80.24.23). See New Local Exit Routines.
    Closing a Container or Box
    The Close Option in Batch Picking Control (80.15.24) now lets you indicate actions for closing a container or box, not releasing the order. Batch Picking Control, Close Option shows the Close Option in Batch Picking Control.
    Batch Picking Control, Close Option
    Close Option
    Indicate the action to be performed when staff scan a container other than the one the system defaults in the batch-picking process.
    When staff select a container for a given order, the system defaults that container for additional order lines to pick for the same order. If the container is full, staff can scan another container—new box or tote—and the system prompts to close the previous box.
    If staff specify Yes to close the box, the system determines the action required for the remaining order lines through options you set in Release Orders Option. See Releasing an Order after Closing a Box.
    0: Never close container. The system confirms the pick and leaves the previous container open. For the next pick on the same order, staff can use either an old or new container.
    1: Always close container. The default container is closed. Because carts can hold only a certain number of boxes or totes, specify this option if it is not practical to open more boxes on the cart. The system determines whether it should continue proposing additional lines by options you set in Release Orders Option.
    2: Prompt to close container. The system prompts to close the container and order. The system considers the option you set in Release Orders Option depending upon the response to this prompt.
    Releasing an Order after Closing a Box
    A new Release Orders Option was added to Batch Picking Control (80.15.24). Batch Picking Control, Release Orders Option shows the Release Orders Option in Batch Picking Control.
    Batch Picking Control, Release Orders Option
    Release Orders Option
    Indicate whether to release the order after staff close a box. Use this field in conjunction with the Close Option field. See Closing a Container or Box.
    0: Never Release Order: When staff close a box, they can continue picking for the next order lines and open additional boxes for the order.
    1: Always Release Order: Staff cannot open additional boxes and the picking process for the order is complete. You should unallocate all remaining picking tasks for the same order so that the system does not present remaining tasks to the picker assigned. You can assign remaining tasks to other pickers.
    2: Prompt for Releasing Order. The system prompts to release the order and execute the appropriate action.
    Dropping All or Some Boxes
    The orders for which staff pick can be very large. Occasionally, staff need to drop off boxes at consolidation areas or shipping lanes before they complete batch picking for an order. This is especially useful if staff are picking at locations that are close to the shipping lanes or consolidation areas.
    When all completed pick tasks have the same destination location, warehouse staff can optionally drop off all items they finished picking. This lets them avoid scanning each box and the destination location for confirmation.
    If one completed pick task is for a different destination location, staff can still drop off completed boxes, but they must drop off the boxes one by one, scanning the box number, then the location in which they drop off boxes, such as the shipping lane.
    If all picked boxes are going to the same destination, for example, the same shipping lane, warehouse staff can press F6 on the RF during picking tasks to display the following prompt:
    Drop All?
    Staff should specify Yes to drop off all boxes for which they completed picking tasks if the destination location is the same for all boxes.
    If one or more boxes are going to a different destination, then staff must scan each box and destination location each time they drop off a single box.
    When the drop-off or drop-all is complete, the user can continue the batch-picking process for the remaining allocated tasks.
    Picking for Multi-Boxes
    Batch picking sets the total quantity to pick based on the item, order, or location. However, the actual quantity to pick does not always equate to:
    The total quantity
    The number of items in full boxes
    For example, warehouse staff can enter 67 each of an item as the total quantity to pick, but boxes are set to hold 20 each of the item. This means staff can pick three full boxes but cannot complete the pick without the remaining seven items.
    Batch picking functionality lets staff pick complete boxes and create additional boxes that have less than the full amount. The system prompts warehouse staff to use another scan method. This lets staff print and paste a preprinted label on both the full boxes and the newly created box with the remainder of the items.
    Batch picking functionality works with settings in Warehouse Maintenance (80.1.1) so that staff can complete picking when the quantity at a location is lower than the task quantity.
    Setting Location Maintenance Options
    Occasionally, the quantity available in a location is lower than the task quantity; for instance, because of an inventory error.
    You can set options in Warehouse Maintenance (80.1.1) so that the RF displays any or all of the following options when the quantity to pick is less than the total quantity:
    Repick option
    Complete option
    Fail option
    If the user is picking for multi-boxes, when the user enters a quantity that is less than the total quantity but greater than 0 (zero), the system displays the following prompt:
    Other scan?
    If the user specifies No because the quantity at the location is less than the quantity needed for the actual pick, any or all of the options display, depending on settings in Warehouse Maintenance. If the user specifies 0 (zero) or if not picking for multi-boxes, the RF does not prompt for another scan and displays options to complete, fail, or repick the picking tasks. Warehouse Maintenance, Complete/Fail/Repick Options illustrates the fields to set in Warehouse Maintenance to display the options. The paragraphs following the figure describe the options.
    Warehouse Maintenance, Complete/Fail/Repick Options
    Complete Option
    Enter one of the following completion options:
    0 (the default): Always complete.
    1: Default to complete.
    2: Default to not complete.
    3: Never complete.
    Fail Option
    Enter a fail option for failing a task:
    0 (the default): Always fail.
    1: Default to fail.
    2: Default to not fail.
    3: Never fail.
    Note: If you set Count on Fail to Yes in the Cycle Count Defaults frame of Warehouse Maintenance, the system creates a recount task for warehouse staff assigned this task.
    Repick Option
    Enter one of the following repick options:
    0 (the default): Always repick.
    1: Default to repick.
    2: Default to not repick.
    3: Never repick.
    RF Multi-Box Procedure
    Use the following RF procedure to use multi-box picking to complete your picking tasks:
    1
    Select batch picking tasks as usual and enter the actual quantity you need to pick in the Qty field.
    The system displays the following prompt:
    Other Scan?
    2
    Specify Yes.
    Note: To use logical format on the RF, set Logical Format in Batch Picking Control.
    3
    Scan full boxes and the box with the remaining items that make up the total you need to pick.
    At each scan, the system displays the remaining quantity to pick and prompts you again to scan others until the quantity required is picked.
    4
    Print labels for full boxes and the box with the remainder of the items.
    Use the following procedure if the quantity available in the location is lower than the task quantity:
    1
    When the system prompts to Other Scan?, specify No.
    The system prompts you to complete.
    2
    If the system prompts you to complete the picking tasks, choose one of the following:
    a
    Specify Yes.
    The system confirms the task with the actual quantity.
    b
    Specify No.
    The system confirms the task with the actual quantity and writes the task into history records. However, the task remains open with the remaining quantity to pick.
    3
    If the system prompts you to repick, choose one of the following:
    a
    Specify Yes.
    The system starts an on-line repick to locate missing quantities from the same location or another location.
    In batch picking, you can only see a new task once the picking process is complete. If the system selected an order because it has the highest priority, when you complete the current batch picking, the system displays the newly created repick task for the order on top of the RF selection list. The repick displays on top of the selection list because the repick is for the same high-priority order.
    b
    Specify No.
    You cannot repick for the order.
    4
    If the system prompts to fail the picking task, choose one of the following:
    a
    Specify Yes.
    The system fails the task and determines which fail option to present at the WLG level.
    The system changes the status of the source inventory to Fail. The Fail status is typically a non-available inventory status; therefore, the system no longer considers this specific inventory for picking.
    If Count on Fail is Yes, the system creates a recount task to recount stock in this location and assigns the task to the appropriate warehouse staff.
    b
    Specify No.
    The system does not fail the task and does not display fail options for the pick.
    Specifying a User Location as a Cart
    Use Location Maintenance (80.3.13.1) to define a user location to temporarily store the stock on a cart until staff move stock to the shipping location. The user location represents the cart, which temporarily stores stock that staff have picked from the picking location. Before you can define a user location as a cart location, you must define the user in User Maintenance (80.11.13).
    When staff pick an item and place it on a cart, the stock moves from the picking location to the user location. To reflect stock movement, AIM reduces the quantity in the picking location and increases the quantity in the user location. When staff confirm the batch pick, AIM:
    Moves the stock from the user location to the shipping location
    Reduces the quantity in the user location
    Increases the quantity in the shipping location
    When a batch pick is not confirmed, the system returns stock from the user location back to the stocking location, thereby reducing user location quantities and increasing location quantities. Location Maintenance (80.3.13.1) shows which fields to set in Location Maintenance.
    Location Maintenance (80.3.13.1)
    Location
    Specify the user ID of the picker you want to use as the cart location.
    New Local Exit Routines
    Two new local exit routines were added to Local Exit Routine Control (80.24.23):
    Batch-picking order selection
    Batch-picking task sort
    The batch-picking-order-selection exit routine lets users manipulate selected orders; for example, they can remove orders. The batch-picking-task-sort routine provides additional sort capabilities; for example, they can sort by weight.
    Fixes
    1
    The system now updates the container weight when items are added to the container. Previously, during batch picking, the system did not update the container weight.
    2
    If the system crashes or an RF user ends a session by pressing Ctrl+c, when the user logs in, the RF correctly displays the user’s assigned tasks. This is applicable when the RF user works on a task in any of the following RF options:
    Batch Pick-SO
    Batch Pick-All
    Work/Next Task
    Work/Select Task
    3
    The system no longer displays a Progress error in the RF screen during batch picking when RF users choose the Select Task option with 0 (zero) priority tasks.
    4
    The system now validates reference data the RF user enters in the Reference field when batch picking. Previously, the system did not validate user entries in this field.