E-WMS

E-WMS settings: WMS Receipt Registration

Introduction

This documents describes the settings available for the E-WMS receipt registration process in menu path System, General, Settings, WMS Receipt Registration, as available per product update 413.

Description

The settings tab 'WMS Receipt registration' contains settings specific for the receipt registration process of E-WMS. Besides these module settings, also hand terminal settings have to be configured.

You can jump directly to a specific section:

General
Crossdocking
- crossdocking sales orders
- crossdocking production materials
Auto queue
Send to scanner
Read from scanner
Automatic validation
Manual validation
Process receipts

Section: General

Communication
This setting determines the default method of sending transactions to, or reading transactions from the mobile devices. This document provides more information on E-WMS communication methods. When in Exact Globe Next maintenance of warehouses (WMS button) a specific communication type was configured, than that communication type will be used, instead of this one.

Ask user
When enabled, at each 'send' or 'read-back' in the control center, the user is able to choose the communication method through a pop-up window. Under normal circumstances this option should be disabled. In practice this option will be used when you are communicating with different types of hand terminals - for example wireless ASP hand terminals, and also with CAB Activesync hand terminals (it is not recommended to use several communication methods in the same database). It also possible to predefine a communication type per warehouse, in maintenance of 'warehouses'.

Scan code
Determines how an item is identified after scanning an item- or scan code in the 'item' field. This document provides more information.

Selection code urgent orders
Purchase orders with this specific selection will always shop on top in WMS Receipts control center and in the order select screen on the hand terminal. It is advisable to create a new selection code for this purpose. This setting is mandatory.

Printer
This is the default printer used when printing E-WMS reports; this document provides more information.

Allow additions
When working with guided receipts (send expected order lines to the scanners prior to scanning the receipts), it is possible to add items which were not ordered. For these 'additions', E-WMS offers general module settings and hand terminal settings. This setting determines if it is allowed to add extra items to a receipt in general. When disabled, the 'add' button is disabled on any hand terminal, regardless of the hand terminal setting 'allow additions'. When reading back any additions (made before this setting was disabled) they will be regarded as 'picking error'. When enabled, the hand terminal setting decides if additions are allowed or not, and after reading back additions are not regarded as 'picking error'.

Quantity: Purchase units
When this setting is enabled, you are able to scan receipts in the ordered purchase unit of an item. In 'free' receipts and when not scanning a purchase order, the default purchase unit for this item will be used.
When this setting is disabled, received quantities are expected in the standard sales unit of an item.
This functionality is available from product update 404, please refer to this document for more details.

Section: Crossdocking sales orders

For explanation of the crossdocking process in general, please see document E-WMS Crossdocking explained.

Enable crossdocking
This setting enables crossdocking functionality for sales orders in following processes:

in guided receipts registration on the hand terminal, E-WMS will scan for orders requiring this item. When found, a new receipt advice line is created (split from the original receipt line sent to the scanner) containing the generic crossdock location and the quantity required for the sales order line.
when generating a picking advice for sales orders, E-WMS will first advise stock put aside on the crossdock location

Partial delivery validation
This setting determines if you want to limit crossdocking only for sales orders which allow 'partial delivery'. Orders not allowing partial delivery will probably only be picked as a whole from the warehouse. Since a crossdock advice is generated on the scanner before entering the actually received quantity, crossdocking cannot determine if the receipt would allow partial or complete fulfillment.

When enabled, only orders where 'partial delivery allowed' is enabled, are considered for crossdocking (limiting the order selection).
When disabled, the order setting 'partial delivery allowed' is ignored.

Location
This setting determines the general crossdock location, used as receipt location when a crossdocking advice line is generated on the hand terminal. This location is not validated here, nor a browser on available locations is provided here, because this location could exist in any (and in more than one) warehouse. Besides this generic crossdocking location, you are also able to configure a specific crossdock location per item (from 407).

Days in advance
This setting determines for how many days in advance you want received stock to be crossdocked. This day factor is added to 'today' and matched with the planned delivery date in the sales order line, when scanning a receipt on the scanner. When set to '0' (zero), only sales orders to be fulfilled until today will then be candidate for crossdocking requirements.

Order status
This setting is available from product update 407 and gives you the possibility to configure what sales order status should be regarded, to start crossdocking in receipts registration. Following choices are available:

Entered: orders are regarded for crossdocking as soon as they are entered (this is the default value, and this choice was applied in crossdocking in release 406 and earlier)
Authorized: sales orders have to be authorized before regarded in crossdocking (only applies when you enabled 'authorizing' sales orders as process step)
Confirmed: sales orders have to be confirmed before regarded in crossdocking (only applies when a sales order confirmation was mandatory to print)

When searching for sales orders for which received stock could be 'crossdocked', during the receipt scan process, E-WMS does not validate debtor credit limit or prepayment status. Therefore, status 'authorized' or 'confirmed' could be used to exclude these orders.

Section: Crossdocking production materials

All settings in this section are available from product update 407, with the introduction of 'Crossdocking of production materials'.

Enable crossdocking
This setting enables crossdocking functionality for production orders in following processes:

in guided receipts registration on the hand terminal, E-WMS will scan for production orders requiring the scanned material item. When found, new receipt advice lines are created (split from the original receipt line sent to the scanner) containing the crossdock location and the quantity required per production order.
when generating a picking advice for production materials, E-WMS will first advise stock put aside on the crossdock location

Location
This setting determines the general crossdock location, used as receipt location when a crossdocking advice line is generated on the hand terminal. This location is not validated here, nor a browser on available locations is provided here, because this location could exist in any (and in more than one) warehouse. Besides this generic crossdocking location, you are also able to configure a specific crossdock location per item (from 407).

Days in advance
This setting determines for how many days in advance you want received stock to be crossdocked. This day factor is added to 'today' and matched with the planned start date in the production material line, when scanning a receipt on the scanner. When set to '0' (zero), only production orders to be started until today will then be candidate for crossdocking requirements.

Production order status
This setting is available from product update 407 and gives you the possibility to configure what production order status should be regarded, to start crossdocking in receipts registration. Following choices are available:

Entered: the status of a production order is ignored in crossdocking. All 'open' production orders are candidate for crossdocking (this is the default value)
Authorized: the production order has to be at least 'authorized' to be regarded for crossdocking (only applies when production order 'Use authorize' is enabled)
Released: the production order has to be at least 'released' to be regarded for crossdocking (only applies when production order 'Release: required' is enabled)
Printed: the production order has to be 'printed' to be regarded for crossdocking (only applies when production order 'Print: required' is enabled)

Priority
This setting is only available when crossdocking is enabled for both sales orders and production orders, and allows you to define the priority when the received item would be required in both sales orders and production orders. You have following choices:

Planned issue date, sales orders first: the planned issue date in the (production) order line decides for what requirements crossdocking advices will be generated first. In case of equal delivery date and production start date, sales orders will have priority. The sales order line delivery date and the material line production start date are regarded.
Planned issue date, production orders first: the planned issue date in the (production) order line decides for what requirements crossdocking advices will be generated first. In case of equal delivery date and production start date, production orders will have priority. The sales order line delivery date and the material line production start date are regarded.
Sales orders always first: crossdock advice lines will always be first generated for sales orders, then for production orders.
Production orders always first: crossdock advice lines will always be first generated for production orders, then for sales orders

This priority is visible in the sort order by which generated crossdock advice lines are presented during the receipt scan. Advice lines are always generated for all requirements, since the quantity received is not known yet
at the moment these crossdock advice lines are generated. When 10 crossdock advice lines would be generated (for example for 2 production order and 8 sales orders), you could notice on scanning advice line 6, that the receipt is not enough for the remaining crossdock lines. In that case, you would already have put aside (crossdocked) stock for the higher priority orders.

When you are receiving a purchase order previously allocated to a sales order or production order, this allocation always has highest priority, over the above mentioned priority rules, and also regardless of this setting.

Section: Auto queue

WMS Auto queue is available from product update 403, offering the possibility to automatically send purchase order lines 'picking', without the need of having to start the Control Center and select and handle order lines manually. The setting 'Send/export orders' in section 'Send to scanner' has to be enabled before the Auto queue settings are enabled. For more information on Auto queue, see document E-WMS Auto Queue.

Enable Auto queue
When enabled: when the E-WMS Autoqueue service is running, purchase orders ready to be sent picking, are send picking automatically by the service. When disabled: the E-WMS Autoqueue service will not send purchase orders picking

Days in advance
By default, only order lines to be received until 'today' will be sent picking (0 days). You can increase this a number of days, by using this setting. All order lines still to be received and with a planned receipt date before or equal to 'today' + 'Days in advance', will be sent picking.

Section: Send to scanner

These settings apply to the step of sending purchase orders to the scanner or to a file.

Send/export orders
This setting determines if the button 'Send to scanner' will be available in the Control Center, or not; and whether Auto queue will send orders picking automatically. When enabled, you can send purchase orders to the scanners prior to scanning the receipts ('guided receipts'), providing more validations on the hand terminal. It is possible to use both 'guided' and 'free' receipts, but not at the same time for the same orders. When disabled, you will only use 'free' receipts, then the receipt process starts on the scanner, offering somewhat less validations (for example: matching received quantity with ordered quantity) on the hand terminal. The other settings in this section do not apply when this setting is disabled. You can read more about free receipts in document WMS receipts: guided and non-guided (free receipts).

File name
See document WMS 'file name' settings.

Reports setting
See document WMS reports.

Filter order lines
When enabled, an extra pop-up will show when sending orders to the scanners, which gives the possibility to split one or more purchase orders to different scanners. See document WMS setting "Filter order lines".

Instruction lines
When enabled, the instruction text entered in the Exact Globe Next order line, will be shown on the mobile device when the specific order line is selected. Instruction lines are shown only once, but can be viewed again using the OPTIONS/Instruction button.

Back order lines
When enabled, all order lines of selected purchase orders are send to the scanners, regardless the planned delivery date on line level. When disabled, only orders lines which meet the selected delivery date are sent. You can read more in document E-WMS - how the setting 'back order lines' works.

Return lines
When enabled, lines with negative quantities ('returns') are sent to the device. When disabled, these return lines are disregarded. Please note that E-WMS does not support RTV but only 'standard' purchase orders. This setting gives the possibility to still confirm returns on the mobile devices.

Assign specific scanner
See document WMS setting "assign specific scanner".

Section: Read from scanner

These settings apply to the step "read from scanner', either manually in the Control Center or automatically by the WMS RF Receipts service.

File name
See document WMS 'file name' settings.

Reports setting
See document WMS reports.

Immediate validation
When enabled, the 'validation' process will automatically start after reading back and the receipt lines will go to status "validated" or "picking error". When disabled, transactions stay in status "picked" until the button "Validate" is used, or until the receipt is opened in the control center.

Unplanned items: Create PO
It is possible to automatically create purchase orders for received items which were not ordered.

When this setting is enabled, a new purchase order will be automatically created when reading back an item which was not ordered. This item will then be received on this new order, and this receipt will be treated as other E-WMS receipts (validated and processed according to WMS settings).

These are the preconditions for automatic creation of a purchase order:

the receipt was scanned using WMS Free Receipts;
on the scanner, no specific purchase order number but just the supplier was entered;
the received item was not ordered for this supplier;
the WMS receipt setting 'Allow additions' is enabled;
the WMS receipt scanner setting 'Allow additions' is enabled;
and this setting 'Unplanned items: create PO' is enabled.

Section: Automatic validation

These settings apply to the status "validating", so during automatic validation by the RF Receipts service, or after pressing the button "Validate" in the control center.

File name
See document WMS 'file name' settings.

Report settings
See document WMS reports.

Immediate processing
When enabled, validated receipts will automatically be processed. When disabled, the validated lines stay in status "validated" until the button 'Process' is used. When using the RF service for receipts, this option should be enabled unless you want to process receipts manually.

Difference in backorder
Enabled: receiving less results automatically in splitting lines in the order, without notice. The planned receipt date for these new lines depend on the setting "days in backorder". Disabled: receiving less results in status "picking error", so someone has to approve these receipts. This gives an active signal of deviations in the form of 'picking error' but also requires more manual intervention. It would also prevent the receipt from being processed automatically in the background and allowing a transfer of that stock (unless you are using Real-time transfers).

Receive more than ordered
Enabled: when receiving more than expected, this is allowed and processed without active signal.
Disabled: receiving more than expected results in "picking error" after validation, so someone has to approve this.
For instance when receiving bulk goods, this setting could be enabled to allow processing of some deviations without manual intervention.

Accept existing batch number
When enabled, there is no validation on unique batch numbers during automatic validation. A batch number which already exists , can be received again. When disabled, a receipt of batch number which already exists, results in 'picking error', to be approved manually. When you are working with E-WMS Serial/Batch generation, this setting needs to be 'on'.

Allow blocked batches
When enabled, it is allowed to process (additional) receipts on blocked batches. This can be required when the Exact Globe Next Purchase setting 'Block batch numbers automatically' is enabled and when scanning and processing more than one receipt on the same batch.
When disabled, a receipt on a blocked batch will move to 'picking error' after reading back and validation.
This setting is available from release 413.

Section: Manual validation

These settings apply to the available functions when opening a receipt transaction in the control center, typically from status 'picking error'.
It is advisable to enable all non-restricting options, since this handling would normally be done by a 'manager' role.

Difference in backorder
Allows putting differences to backorder in the control center while handling picking errors. This would be done by unchecking the '=' (set equal to) column in the opened receipt.

Clicking on this column and removing the green checkmark means: do not change the original ordered quantity, the remainder will be put to backorder (split into new order line). Clicking on this column and setting the green checkmark means: change the ordered quantity in the order line to the received quantity, so the remainder would be dropped.

If the setting 'difference in backorder' is enabled, you are allowed to process this receipt while this column was 'unchecked'. The remainder will then be put to backorder. If the setting 'difference in backorder' is disabled, you are not allowed to process this receipt while this column was 'unchecked'. You cannot put the remainder to backorder.

Drop differences
This setting determines whether you are allowed to drop remaining quantities to be received, the same way as for above setting 'Difference in backorder'. When enabled, you are allowed to process the receipt while the '=' (set equal to) column was checked. The ordered quantity will be changed to the received quantity. When disabled, you are not allowed to process the receipt while the '=' column was checked. You cannot drop differences due to 'less received' quantities.

Receive more than ordered
Enabled: allows processing receipts with received quantities more than ordered.
Disabled: it is not possible to process 'more' receipts

Accept existing batch number
When enabled (default), processing of a receipt for an existing batch number is allowed (the line will already be validated as 'ok' when opening the transaction). When disabled, it is not possible to process the receipt for an already existing batch number. When you are working with E-WMS Serial/Batch generation, this setting needs to be 'on'.

Allow blocked batches
When enabled, it is possible to process receipts on blocked batches. This can be required when the Exact Globe Next Purchase setting 'Block batch numbers automatically' is enabled and when scanning and processing more than one receipt on the same batch.
When disabled, it is not possible to process a receipt on a blocked batch, and this setting is also applied when scanning receipts: a receipt scan of a blocked batch will show a warning message: "Serial/batch number: Blocked. Continue anyway?" with choices Yes or No.
This setting is available from release 413.

Section: Process

These settings apply to the processing of receipts, after successful validation. E-WMS receipts processing does not print a receipt slip (see: E-WMS known issues)

Report settings
See document WMS reports.

Days in backorder
This setting is used when putting purchase order lines to backorder, after receiving less than expected (depending on the settings above how to handle 'less' receipts). This number of days is added to 'today' to define the new planned delivery date.

Split receipts per scanner
Enabled: receipts are processed separately per purchase order per scanner. Disabled: receipts are processed per purchase order (default).

Generate WMS allocations
Available from release 410 for E-WMS I (ASP) and only visible when usage of 'WMS allocations' is enabled. When this setting is enabled, SKU receipts and serial/batch receipts on purchase orders linked to sales orders, are processed using WMS allocations. If disabled, the processed stock is not allocated in E-WMS (but may still be in Exact Globe Next allocations).

E-WMS settings: WMS Receipt Registration

Introduction

Description

Related documents