Confirming Tasks
Warehouse staff use the RF to inform the system that tasks are complete. This process is called movement confirmation.
Task Confirmation Setup
Warehouse staff can confirm that tasks are completed through the RF. To confirm tasks, ensure the steps listed in
Confirmation Setup are completed.
Confirmation Setup
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Description
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Program
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Ensure tasks are defined.
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Task Maintenance (4.11.1.1)
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Ensure the RF user is defined as a user.
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User Maintenance (36.3.1; 36.3.18 before eB2.1)
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Ensure the RF user is defined as a warehouse user.
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User Warehouse Data Maintenance (4.11.3.1)
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Set the System Code field to RF.
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Internal Routing Maintenance (4.2.5)
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Ensure tasks are assigned to the user.
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Task Assignment Maintenance (4.11.1.9)
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You use Task Assignment Maintenance (4.11.1.9) to define tasks for the warehouse staff. You define the queue; the tasks within a queue; the sequence number of the task within the queue; and whether confirmation of the task is automatic, manual, or timed.
When you set
Confirmation Mode to AUTO, the system updates inventory, quantities on hand, detail allocations, and so on, immediately after warehouse staff confirm the task. The RF may pause until it completes the update and warehouse staff cannot control the RF during the pause. If warehouse staff want to control the RF at all times, set the Confirmation Mode to MANUAL. The system completes the remaining updates when you manually instruct the engine processor to do so in the Engine Menu (4.7).
Note: You can set the engine processor to process records within fractions of a second so that records are updated immediately, even if done manually, or you can delay updating until a predefined time by setting the Repeat Every field in the engine processor options (4.7.9 through 4.7.11) within the Engine Menu. See
Engine Processing.
RF Next Task Option
Users confirm movement on the RF through the Next Task option in the WORK menu.
RF Work Menu
Confirmation Options
Some warehouse maintenance programs, such as Internal Routing Maintenance (4.2.5), contain confirmation option fields. Confirmation options define which values can be changed during confirmation and the action resulting from any permitted change. For example, you can specify confirmation options that let a user enter a different location when a task instructs the user to go to a specific location and whether the user receives a warning when he enters the location change or must confirm the location change. In most cases, you set the options so that RF users cannot make changes during confirmation.
Some of the options provide a static outcome; for example, always blank the reference. These options are calculated and performed when the transaction is created. This improves performance and stability since the correct inventory is referenced throughout the life cycle of the transaction.
Task Switching with Confirmation Options
The Allow Task Switching field in Work Location Group Maintenance (4.3.9) plays an important role when you set confirmation option fields. If you set this field to Yes, you allow RF users to switch to another task when they enter confirmation option values that are different than the expected one.
Example: You set Allow Task Switching to Yes, then set task confirmation options to allow a different value for reference or lot/serial number. When the user enters a different reference, the system checks for another task for the reference and the user can switch to the other task.
If you set Allow Task Switching to No, the user cannot switch to another task. This can cause problems if the task is a requirement to satisfy an order. Each pick task is linked to a specific order and each order is associated with a specific detail allocation. If users change a value, the system assumes that the changed value is for the current task and confirms the task. This affects the detail allocation and picked quantities available for an order and can cause errors.
Confirming in Staged Locations
Providing a stage for a location means that a task must be confirmed more than once before it is considered closed. A staged location is one that is not directly accessed. Instead, inventory coming in or going out of the location is placed on a temporary stage prior to the inventory movement. This type of environment is frequently used when fork-lift hand-offs must be performed, or when inventory is being taken out of, or placed into, an automated storage area.
The Stage In and Stage Out fields in Warehouse Location Maintenance (4.3.13) identify whether a location is staged. If both fields are blank, the location is not staged.
Example: If a location has a value populated in the Stage Out field, stock is taken from the location, moved to its stage, and then on to the task’s destination. This requires that the transaction be confirmed twice:
1 From the location to its stage
2 From stage to the final destination
Similarly, a location with a must have tasks moving stock into it confirmed twice:
1 Onto the stage
2 From the stage to the location
If a transaction moves inventory from a location with a Stage Out to a location with a Stage In, the task has to be confirmed three times:
1 From the source location to its stage
2 Between the source location’s stage and the destination location’s stage
3 From the destination location’s stage into the destination location
Confirmation Transaction Status
As a task is being confirmed, the system updates the status. This is largely invisible to the RF user but is included here as technical information. The status flow is listed in
Transaction Status Flow.
Transaction Status Flow
Status | Meaning |
OPEN (Task is not locked) | Task has been created and is awaiting confirmation. |
ACTIVE (Task is not locked) | Task has been selected by a user but has not reached the point where the user has confirmed completion. The task is soft assigned to the user so that no other user is offered it as the next task, but a user can manually select it. |
OPEN (Task is locked) | The user has identified that the task is started. Physically, this indicates that the user has picked up the identified inventory. Because the record is locked, no other user can access this task. The status is put back to a status of OPEN so that if a software, hardware, or communications failure occurs after the transaction is locked, the task is not left in a state that cannot be accessed. If such a failure occurs, the task is soft assigned to the user who had started it, but still OPEN so other users can select it, if necessary. |
PROCESS | A transaction is at a status of PROCESS only when a confirmation mode of MANUAL is in effect. It indicates that the transaction has been confirmed by a user but that it has not yet been processed by the engine processor. |
CLOSED (Lock is released) | The confirmation of the task is complete and the transaction is deleted from the task queue and placed into transaction history. |