Warehousing Fundamentals Change Summary
About This Course
QAD Web Resources
Logging in to Training Success Web Site
Setting Up the Environment
Logging into QAD Enterprise Edition
Troubleshooting the Training Environment
Using the RF for Exercises
Logging In to Unix Character Session and Starting RF Software
Logging into RF as User A or User B
Shortcut to Enabling and Executing the RF Software
Introduction to Warehousing
Overview
Objectives
QAD Versions
QAD- Where?
QAD Warehousing- 100 Sites
Functional Fit
QAD + QAD Warehousing
QAD Warehousing Manages Tasks
Task Prioritization
Task Directed
Task Concepts
QAD Warehousing Optimizes Space
QAD Warehousing - Labor Productivity
QAD Setup
QAD Warehousing Main Concepts
Set Up a Site and Warehouse
Set Up Your Environment
Exercise - Set up Inventory Detail Inquiry
Set Up Areas
Exercise - What Areas are Set Up in the Warehouse?
An Area Can Have Multiple Zones
Zone Example
Exercise - Which Zones are Set Up in the Warehouse?
WLGs Defined by Work Practices and Printers
Exercise - Which Work Locations are Set Up?
Warehouse Locations - Different from QAD Locations
Location Examples
Locations are Site Specific
Locations Belong to a Zone and WLG
Exercise - Location Capacity
Main Concepts - Process Flow Setup
Internal Routing (Product Flows)
Example - Map the Internal Routings?
Example - Map the Internal Routings -Answer
Transaction Types
Setting Up Warehouse Specific Tasks
Exercise - Which Tasks are Setup for Warehouse 01?
Which Routings Do You Use and When?
What are the Transaction Types Associated to the IRs?
What are the Transaction Types with the IR - Answer
Define Selection and Drop Rules
Example - Which Algorithms are Assigned to Flows?
Example - Which Algorithms are Assigned - Answer
What are the General Receiving Put-Away Rules
Dependencies that Help Set Up the Warehouse
Enable QAD Warehousing
Many Control Features are Managed in a Warehouse
Control Scan Options
Traditional Warehouse Tasks
Control Scan Parameters
Defaults Can Be Altered
Exercise Aid
Exercise - Set Up Warehouses
Setting Up Areas
Exercise - Set Up Areas
Setting Up Zones
Exercise - Set Up Zones
Set Up Work Sections
Exercise - Define Work Sections
Set Up Locations
Location - Caution
Set Up Locations - Warehouse Location Maintenance
Manage Location Capacities
Manage Location Capacities (Continued)
Location - Alert
Setting Up Many Same Type Locations
Setting Up Many of the Same Type of Location (Continued)
Setting Up Many of the Same Type of Location (Continued)
Locations Setup - Implementation Alert
Exercise - Set Up Locations
QMI Units of Measure
Know Your Units of Measure
Items Currently Assigned to a Site
Other Item Characteristics
User Setup
Implementation Consideration - Define User Parameters
Assign the User to a Work Location Group
Assign Tasks to Users
Exercise - What Task Types are Available to QMI?
Traditional Warehouse Tasks
Bonus Question
Bonus Question
Exercise - Enable Users
Implementation Consideration
Verbosity Reporting is a Troubleshooting Tool
Set Verbosity level to Zero to Go Live
Simulation - What is Available
Example: Simulate Put-Away
Example: Simulate Receipt
Example: Review Simulation Results
Example: Review Verbosity Report
Example: What About the Extra Pallet?
Implementation Hint
Bonus Coverage: LPN Creations
Bonus Coverage: LPN Creations (continued)
Exercise - Set Up a License Plate Number
QAD Warehousing - Key Learning Points
Questions
Answers
Notes
Receiving
Overview
QAD Warehousing Receiving Objectives
Functional Fit - What Warehousing Does Not Do
Functional Fit Continued
Receipt Types
QAD Warehousing Main Concepts
Exercise - Receive - Navigate
Exercise - Receive - Navigate (Continued)
Exercise - Receive - Navigate (Continued)
Exercise - Receive - Navigate (Continued)
Exercise - Receive - Navigate (Continued)
Exercise - Receive - Navigate (Continued)
Implementation Consideration
Item Configuration
Item Master Considerations
Item Configuration- Step 1
Item Configuration- Step 2
Item Configuration- Step 3
Exercise - Item Setup
Exercise - Item Setup (Continued)
Exercise - Item Setup (Continued)
Implementation Consideration
Create New UM Groups
UM Groups Help During Implementation
Assign New UM Group to Item
Run UM Conversion Generation
Exercise- Add a New UM Group
Exercise- Add a New UM Group (Continued)
Exercise - Add More Items and Create UM Groups
Define Inventory Flow Paths
Define Receiving and Storage Areas and Zones
Define Routes
Auto, Manual, or Timed Processing
Exercise - Set up an Internal Routing
Exercise - Which Routings Do You Use and When
Exercise - Which Routings Do You Use and When (Continued)
Exercise - Which Routings Do You Use and When (Continued)
Exercise - Set up an Internal Routing Assignment
Algorithms (Rules)
Algorithms - Define Rules
Algorithms- Rule Categories are Available for Put-Away
Algorithms- Rule Categories are Available for Put-Away (Continued)
Implementation Consideration - Use Auto-Directed Put Away
Example - Receive Two Pallets to Locations with Existing Inventory
Example - Receive Two Pallets (Continued)
Example - Allow Mixed Item Storage
Put-Away Rules
Exercise - Define Put-Away Rules
Exercise - Receive Items
Bonus Coverage: Three-Step Sequence
Bonus Coverage: Location Stage In/Stage Out
Bonus Coverage - Stage In/Stage Out
Implementation Consideration - Not all Locations are Created Equal
Locations Have Many Attributes
Popularity Code
Location Popularity
Example - Assign Location Popularity
Example - Assign Location Popularity
Example - Change the Receipt Put-Away Rules
Example - Storage by Popularity
Example- Receipt One
Example - Receipt Two
Example - Receipt Three
Location Popularity Ranking and Put Away Selection
Bonus: Cross-Docking
Cross-Docking - Cross-Dock Setup
Cross-Docking: Cross-Dock Setup (continued)
Cross-Docking: Cross-Dock Setup (Continued)
Exercise - Cross-Docking
Key Learning Points
Questions
Answers
Notes
Replenishment
Overview
Objectives
Functional Fit: What We Don’t Do So Well
Optimize Space and Material Handling
Reserve Storage and Forward Pick is a Best Practice
Replenishment is Used for Restocking Automated Equipment
Auto-Replenish Flags Set in Two Places
Overpick Replenishment
Dependencies that Help with Replenishment Setup
Which Locations Get Replenished
Which Locations Get Replenished - IR Maintenance
Which Locations Get Replenished - IR Assignment Maintenance
Which Locations Get Replenished - Warehouse Location Maintenance
Where Does Replenishment Inventory Originate?
How is Replenishment Inventory Managed?
Which Items and Capacities Get Replenished?
Replenish Random Locations in a Zone
Example
Manual Replenishment
Replenishment Request Triggers a Product Move
Replenishment Via the RF
Replenishment Complete
Implementation Consideration
Example - Reducing Replenishment Product Touches
Example - Consider Filling Forward Pick Locations
Key Learning Points
Exercises - Set Up and Execute Replenishment
Exercise - Confirm Forward Pick Location Setup
Exercise - Set Up Replenishment Routing
Exercise - Assign a Transaction to the Replenishment Routing
Exercise - Define Zones for Replenishment Inventory
Exercise - Define Replenishment Picking Rules
Exercise - Set Up Replenishment Parameters for Forward Pick Locations
Exercise - Generate Replenishment Tasks
Bonus Coverage: Line Slide Replenishment
Line Slide Replenishment (Continued)
Line Slide Replenishment (Continued)
Questions
Answers
Notes
Picking
Overview
Objectives
Functional Fit: Picking
QAD Inventory Control Versus QAD Warehousing
Discrete, Bulk, and Batch
Can You Split Unit Loads?
Can You Overpick?
Picking Levels Define Pick Zones
Discrete Picking
Discrete Picking - One Order at a Time
Set Up Storage and Picking Area
Set Up Different Zones by Material Handling Type
Set Up Locations in Each Zone
Define Which Zones are Available for Picking
Assign Picking Levels to Zones
Define Product Flow Path for Picks
Assign Flow Paths to Picking Transactions
Define Product Movement Rules to Use for Transaction
Example - Set Up and Execute a Discrete Pick
Example - Discrete Picking
Example - Discrete Picking, Zones
Example - Discrete Picking, Release Order
Example - Discrete Picking, Review Pick Activity
Bonus Coverage
Bonus Coverage - Pick Strategies
Example - Discrete Picking, User Picking Pallet
Example - Discrete Picking, Test=Success
Discrete Picking Learning Points
Example - Reduce Wasted Time Driving and Dropping
Example - Reduce Travel
Example - Test=Success
Batch Picking
Batch Picking Defined
Batch Picking Process
Example - Batch Picking Setup and Execution
Example 1- Assign Users to a WLG
Example 2- Specify Users as a Location
Example 3 - Set Batch Picking Control Parameters
Example 4 - Set Up and Release Multiple Sales Orders
Example 5 - Select Order Using RF
Example 5A - Select Order Using RF
Benefits of Batch Picking
Batch Pick Function Keys
Bulk Picking
Bulk Picking Defined
Bulk Picking Control
Bulk Pick Setup
Bulk Pick Order Selection Inquiry
Wave Planning
Bulk and Wave - What is the Difference?
Bonus Coverage - Engine Processing and 3-Step Routing
Example - Engine Processing
Engine Processing - Three-Step Routing Setup
Modify the Pick Routing
Enable User A to Process a Transfer Task
Release and Pick an Order
Validate an Order in Packaging
Activate Engine Processing
Process the Move from Packaging to Shipping
Key Learning Points
Exercises - Picking Setup and Execution
Exercise - Set Up Warehouse, Area, and Zone
Exercise - Set Up Pick Routing
Exercise - Assign Pick Routing
Exercise - Set Up Pick Rules
Exercise - Set Up Drop Pick Rules
Exercise - Set Up Discrete Pick Items
Questions
Answers
Notes
Shipping
Overview
Objectives
Functional Fit: What We Don’t Do So Well
Concepts
Shipping Configuration
Define Shipping and Zone Area
Locations Can Have Many Attributes
Typical Flow Direct to Shipping
When to Use Pick Routing
Look for a General Spot in Shipping
Any User Performs Manual Moves
Truck Shipping
Ship Truck
Set Up Ship Truck
QAD Warehousing Shipping - RF Ship Truck
Example - Ship Truck
Example - Ship Truck (RF 3.5)
Optional - Container Move
Container Move
Container Move Configuration
Set Up at Least One Truck Location
Define a Product Flow to Move to Truck Locations
Link a Transaction Path to the Product Flow Type
Look for a General Stage/Truck Location
Example - Container Move
Example - Container Move (RF 3.4)
Optional - Trucks as Temporary Storage
Truck Area, Zone, and Location Configuration
Set Up a Truck Area
Set Up a Truck Zone
Set Up at Truck Locations
Define Product Flow
Link a Transaction Type to the Product Flow Path
Look for a General Truck Location
Example - Move Container/Load to a Truck
Example - Use Trucks as Locations (RF 3.4)
Control Truck Load Building Sequence
Optional - Containerization
Containerization
QAD Warehousing Shipping - Containerization
Viewer Discretion Advised
Containerization Setup
QAD Warehousing Shipping - Containerization (RF 3.3)
View Containerization Progress Via RF 3.3
Remove Boxes from a Container Via RF 3.3
Remove Boxes Between Containers Via RF 3.3
Monitor the Order Status Via RF 3.3
Example - Pre-Shipper/Shipper Inquiry
Example - Pre-Shipper/Shipper Inquiry
Example - RF 3.3 Container Build
Bonus Coverage: Assign Carriers to Shipping Lanes
Parcel Manifest
Parcel Manifest Setup and Execute
Set Up Print Paperwork Controls
Assign a Form Printer to Shipping
Optionally Set Up a TMS Messaging Interface
Print Pre-Shipper/Shipper
Key Learning Points
Exercises - Shipping Setup and Execution
Warehouse, Area, and Zone Setup
Exercise - Ship Location Setup
Exercise - Review Pick Routing and Drop Rules
Exercise - Ship the Order
Exercise - Move Load to an Alternate Shipping Location/Lane
Exercise- Move Load to an Alternate Shipping Location/Lane (cont’d)
Exercise - Move Load to an Alternate Shipping Location/Lane (cont’d)
Exercise - Move Load to an Alternate Shipping Location/Lane (cont’d)
Exercise - Move Load to an Alternate Shipping Location/Lane (cont’d)
Exercise - Move Load to an Alternate Shipping Location/Lane (cont’d)
Exercise - Move Load to an Alternate Shipping Location/Lane (cont’d)
Exercise - Move Load to an Alternate Shipping Location/Lane (cont’d)
Questions
Answers
Notes
Inspection
Objectives
What We Do Not Do Well
Inspection Product Flow
Inspection Flags Set in Multiple Places
Dependencies
Define Inventory Status - Optional
Activate Inspection Control
Set Up Inspection and QA Hold Area, Zone, and Location
Define Inventory Status Code Changes
New Product Flows = New Routings
Determine Product Flow through Inspection
Confirm Check Inspection to Trigger QA Rules
A Receipt Triggers Various Product Moves
New Rules Required for New Routings
Define Item-Warehouse Level Inspection Parameters
Example - Receive Item with Inspection Requirement
Example - Confirm Inspection Results
Example - Add Inspection Comments/Change Quantity
Example - Add Inspection Comments/Change Quantity (Cont’d)
Example - Success
Bonus Coverage: Example - Inspect Partial Pallet
Bonus Coverage - Example Inspect Partial Pallet (Continued)
Bonus Coverage: Example - Inspect Partial Pallet (Continued)
Bonus Coverage - Example - Success
Bonus Coverage: Define Inspection Parameters by Supplier
Bonus Coverage: Inspection Fail Processing
Bonus Coverage: Move Product to QA Hold
Key Learning Points
Exercises - Inspection Setup and Execution
Exercise - Set up an Area, Zone, and Location
Exercise - Set Up Inspection Product Flows and Rules
Exercise - Create Routings
Exercise - Assign Routing
Exercise - Use Put-Away Rules
Exercise - Define Inspection Parameters
Exercise - Activate Inspection
Exercise - Receive and Inspect an Item
Exercise - Receive and Inspect a Split Load
Questions
Answers
Notes
Labor Management
Overview
Objectives
Functional Fit: Labor Management
What is Labor Management (continued)
What is Labor Management? (Continued)
Implementation Planning
Labor Management Control
Implementation Planning - User Parameters
User Setup: Define Work Sections
Assign the User to a Work Location Group
Traditional Warehouse Tasks
Assign Task Types to Users
Example - Set Up a New User QMI
Exercise: Assign User QMI to All Location Groups
Exercise: Assign User QMI to All Work Location Groups
Example - Change Task Priority and Assignment
Example - Change Task Priorities
Example - Change Task Assignments
Question
Steps: Setting Up Labor Tracking
Assign Tasks to Routing
Define Tasks Best Suited for the User
Executing Labor Tracking
Executing Labor Tracking (continued)
Executing Labor Tracking (continued)
Executing Labor Tracking (continued)
Executing Labor Tracking (continued)
Labor Reporting
Key Learning Points
Questions
Answers
Notes
Cycle Count
Overview
Objectives
Functional Fit: What We Don’t Do
Types of Cycle Count
Cycle Count Configuration
Setting Up Cycle Counting
Item Level CC Parameters
Warehouse Level Parameters
Zone Level Parameters
Work Location Group Parameters
Cycle Count Task Assignment
Cycle Count Processing
Cycle Count Execution
Cycle Count Simulation or Creation
Cycle Count Tasks
Cycle Count Execution - Done on RF
Non-RF Cycle Count Activity
Avoid Mixing
Bonus Coverage - Opportunity Counts
Cycle Count White Paper
Bonus Coverage - Opportunity Count Configuration
Bonus Coverage - Opportunity Counts
Bonus Coverage - Opportunity Count, Set OPC Threshold
Bonus Coverage - Confirm Opportunity Counts by Zone
Bonus Coverage - Opportunity Counts, Define OPC Frequency
Bonus Coverage - Opportunity Counts, Assign Cycle Count Tasks
Bonus Coverage - Example
Bonus Coverage - Example Test = Success
Bonus Coverage - Physical Inventory Process
Implementation Consideration- Using Location Audit
Current Inventory Positions
Use RF Location Audit to Change Inventory Positions
Use RF Location Audit to Change Inventory Positions (Continued)
Key Learning Points
Questions
Answers
Notes
Printing
Overview
QAD Warehouse Printing
Print Setup
Warehouse Control Print Options
Warehouse Maintenance Print Frames
Print Templates
Internal Routing Maintenance Print Options
Work Location Group Maintenance Print Frames
User Work Location Group Maintenance
Multi-Level Item Maintenance
Print Request Maintenance
Objectives
Example - Warehouse Setup
Exercise - IR Setup
Questions
Answers
Notes
Warehousing Fundamentals Change Summary
Notes