Exact Globe

Product Update 420: E-WMS serial number registration during fulfillment

Notes:

• This document is only applicable for customers that participate in the controlled release phase for this solution.
  
• Before performning an update to product update 420 it is important that all pending transactions on the scanner are processed or rolled back.
  

For trading companies that do not want to keep a complete serial number registration in all processes, it is now possible to keep a separate serial number registration in the logistics part within E-WMS.

This serial number registration in E-WMS relates to the issue of goods and allows you to register the serial numbers for traceability purposes only for the outgoing flow of goods. The WMS serial number registration has no link to the regular serial number registration in Exact Globe Next and you can indicate per item whether you want to use the regular serial number registration or the WMS serial number registration.

To support the WMS serial number registration, the following has changed:

WMS Sales Order fulfillment settings

At the menu path System ➔ General ➔ Settings ➔ WMS Sales Order fulfillment settings, two new settings have been added that enable you to print the serial numbers when printing delivery notes. For more information, see Product Update 420: New settings for printing serial and SSCC numbers on delivery notes. 

Item maintenance

In the WMS item maintenance screen (accessible via WMS ➔ Setup ➔ Items, and clicking the WMS button), the Serial numbers at fulfillment section has been added.

Under this section, the following fields are available:

• Serial - This setting lets you define that this item is a WMS serial item and can be used in the WMS serial number registration. Keep in mind that an item is either used in the regular Exact Globe Next serial number registration or the WMS serial number registration. This setting cannot be enabled if an item is a regular serial ot batch item.
• Scan and create new - This setting lets you define if serial numbers can automatically be created when scanned. If this setting is disabled, you can only scan serial numbers that have been created beforehand via WMS ➔ Setup ➔ Serial numbers.

General scanner settings

In the general settings screen (accessible via System ➔ E-WMS ➔ Scanners ➔ General scanner settings), the Serial numbers at fulfillment section has been added.

Under this section, the following fields are available:

• Alphanumerical – This check box determines if you allow only digits when scanning a serial number, or also allow alphanumerical characters. 
• Min. number of characters – This refers to the general validation on the length of a scanned serial number to avoid scanning wrong data.
• Max. number of characters – This refers to the general validation on the length of a scanned serial number to avoid scanning wrong data, with a maximum value of “30”.
• Truncate when longer - When enabled, scanned serial numbers are automatically truncated at the length configured at Max. number of characters. When disabled (this is the default setting), you will get an error message when scanning serial numbers that are too long. When truncating serial numbers, the risk of getting serial numbers which are not unique, will become higher.

Scanner settings for sales order fulfillment / Stock transactions / Production issues

In the scanner settings for sales order fulfillment / stock transactions (issues) / production issues (accessible via System ➔ E-WMS ➔ Scanners ➔ Sales order fulfillment settings / Stock transaction settings / Production issues settings), the new setting Serial: Auto issue has been added.

This setting is similar to the auto receive setting for purchase receipts and enables you to automatically generate serial numbers during fulfillment and issue on the hand terminal.

Serial number maintenance

A new menu path, WMS ➔ Setup ➔ Serial Numbers, has been added to create and maintain the serial numbers for the WMS serial number registration.

The serial numbers that are created during the scanning will only be displayed after reading back and processing the fulfillment in the order fulfillment control center.

Per serial number you can define the description, a start- and end date, the status, a lot number, and a supplier code. The overview also shows some additional columns with stock information of the specific serial number:

• Quantity Available - This is the available quantity of this serial number. If created and not fulfilled, this displays “1”. If fulfilled, this displays “0”. If fulfilled and returned, this displays “1”.
• Quantity Reserved In WMS - This column displays the quantity that is reserved on WMS. If the order has been scanned and read back, but not yet processed, the quantity is reserved and it will be displayed in this column.
• Number Of Times Issued - This column displays the number of times the serial number has been issued. When the serial is returned and issued again, this will display “2”.
• Number Of Times Returned - This column displays the number of times the serial number has been returned.

Keep in mind that this has no link to the actual stock in the Exact Globe Next inventory. This applies only to the WMS serial number registration.

WMS serial numbers overview

For tracking purposes, a new serial number overview has been added at the menu path WMS ➔ Reports ➔ Serial numbers.

This overview provides information about the issued and returned serial numbers.

Scan process

The process for scanning orders on the hand terminal has not changed much.

The difference is, when scanning the order lines for WMS serial numbers, the Serial number field is used, while the S/B field is used for the regular serial numbers.

If the Serial: Auto issue setting is enabled, you also have the option to generate multiple serial numbers when scanning.
For this, click the settings icon, select Auto issue and enter the number of serial numbers to create.

WMS: Serial number button in sales order and RMA order screens

The WMS : Serial number button has been added in the sales order and RMA order screens at these respective menu paths, Order ➔ Entries ➔ Sales orders and Order ➔ Entries ➔ RMA orders.

With this button, you can assign a serial number to the order line. This can be used when creating returns if the customer already mentions which serial number he will return.

Keep in mind that you can only select serial numbers that are already created. You can create a new serial number via the New button in the selection screen.

Issuing production orders

When issuing production orders via the scanner, the serial numbers are also created. This is only applicable when scanning the production issue via the hand terminal and not when issuing the production order via the manufacturing module.