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E-WMS settings - Production Issues

WMS documentation

 

Introduction

This documents describes the settings available for E-WMS Production Issues  in Exact Globe Next menu System, General, Settings, WMS Production Issues, as available per product update 413.

 

Description

The settings tab 'WMS Production Issues' contains settings specific for the production material issuing process in E-WMS. Besides these module settings, also hand terminal settings have to be configured. These settings are applied in the control centers for Manufacturing issues (menu WMS, To be processed, Manufacturing issues) and some settings also on the hand terminal.

You can jump directly to a specific settings section:


Section General   

Communication
This setting determines the default method of reading transactions from the mobile devices. This document provides more information on E-WMS communication methods.

Ask user
When enabled, at each '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).

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
Production orders linked to this specific selection code will always show on top, in the E-WMS control center, and in the production 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 issues' (picking list), 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 the picked material list in general.

When disabled, the 'add' button is disabled on the 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 'allow additions' decides if additions are allowed or not, and after reading back additions are not default regarded as 'picking error'.


Section Auto queue   

Auto queue was added as new functionality in product update 403.

Enable Auto queue
Enabled: Auto queue is enabled, production material lines can be sent automatically to the picking queue when the WMS Auto queue service is running. The setting 'send/export orders' in section 'Send to scanner' also has to be enabled.
Disabled: Material lines will not automatically be sent picking by the Auto queue service.

Allow partial issue / Allow partial issue of line
It is possible to limit Auto queue to only production orders that can be issued in full. Default, only orders that could be picked in full, are sent picking. To include production orders that may be picked partially, enable the settings 'Allow partial delivery' and 'Allow partial delivery of line'.

'Allow partial delivery' means: allow sending 2 out of 5 material lines
'Allow partial delivery of line' means: allow sending quantity 10 (which would be on stock) of planned quantity 100 (quantity per line).

These 'partial delivery' settings are only applied when the setting 'picking advice' for that specific process is enabled. Without picking advice, stock is not checked when sending order lines to be picked, and all lines will always be sent picking.

Days in advance
By default, only material lines to be fulfilled until 'today' will be queued. You can increase this a number of days, by using this setting. All material lines still to be issued and with a planned start date before or equal to 'today' + 'Days in advance', will be sent picking.

Section Picking advice

The available settings depend on wheter SKU Management is used or not.

These setting apply to how stock is pre-selected before sending picking. The order of the setting also determines the priority of selecting stock (batch end date before location policy, for example). Not all settings may be available or visible, depending on your license.

Picking advice
This setting determines if you want a calculated picking advice based on your available stock, or a batch item picking advice based on the batch end date.

When enabled, the 'Advice' button will be visible in the control center. When advising production materials, E-WMS will generate a picking advice from available stock and apply your picking advice preferences. These advised quantities are also immediately reserved within E-WMS.

When disabled, the 'Advice' button is not visible in the control center. When sending production materials picking, there is no stock check done at this time. All lines matching (date) selection are sent picking, and the item default location will be advised to pick from (even if there is no stock on that location). These quantities are not reserved within E-WMS, until these are picked on the hand terminal.
 
Changing the setting (either to 'enabled' or to 'disabled') has impact on E-WMS stock reservations. Please read this document (section 'Changing the 'Picking advice' setting').

For following E-WMS functionality it is mandatory to have 'picking advice' enabled:

  • When using SKU Management, and generating a picking advice for SKU material items
  • When you require a serial/batch end date (expiration date) advice
  • When a check on available stock is required before sending picking


Serial/batch advice
This setting determines if E-WMS will calculate a picking advice based on serial/batch end date (or start date), and also if a picking advice includes specific serial- or batch numbers.

When enabled, E-WMS will apply the preference as configured in setting 'SB advice policy' for serial- and batch items. The picking advice will include specific serial- or batch numbers. A serial/batch advice has priority over a location advice policy. The location advice policy will be applied on the subset of already advised serial/batch numbers.

When disabled, E-WMS disregards serial-/batch dates and numbers, and will just advice locations with available stock in general. The serial/batch number advice is left empty, but these will still have to be scanned during picking.


SB advice policy
Since this setting is available in several E-WMS modules, this setting is generally explained in this document.


SKU FIFO policy
This setting is only available when your license contains E-WMS II (SE1381) and when SKU Management is enabled. When advising non-serial/batch items, you can still apply FIFO (First In First Out) or LIFO (Last In First Out) advising, based on the receipt date of a SKU. You have following choices:

  • No check: the SKU receipt date is not checked
  • FIFO: older SKUs will be advised first for picking
  • LIFO: younger SKUs will be advised first for picking


Assign SKU numbers

This setting is not a setting to determine what stock to advise, but how to advise SKU stock. In case multiple SKUs are stored on one location it can be more efficient to pick 'any' SKU from that location, instead of searching for a specific SKU number.

  • Always assign: SKU numbers are always assigned to a picking advice (working as in product update 404 and earlier, default value for this setting)
  • Serial/batch advice: SKU numbers are only assigned when serial-/batch items are advised and 'Serial/batch advice' is enabled
  • Serial number assigned: SKU numbers are only assigned for serial number items and when 'Serial/batch advice' is enabled

Please note that not assigning SKU numbers can lead to unexpected situations when picking stock, especially when your SKU quantities are not consistent per item per SKU, or when having to pick parts of (from) a SKU. The picking advice will not contain specific SKU numbers, but the (partial SKU) quantities and picking unit (outer SKU or sales units) are still based on the original SKU numbers. In general, it is advised to set this setting to 'Always assign'.


Full SKU first from bulk location

This setting  the possibility to overrule the location advice policy. When enabled, and at least one full SKU could be advised for a material line, this SKU will be advised from 'bulk' type locations. This way you don't have to break into the (sales units) stock on picking locations, if you would maintain picking - and bulk locations for material items.

Location advice policy until Bulk locations: SKU policy
Since these settings are used in several WMS processes, please see document Picking advice: location policy and SKU policy


Allow partial issue

If this setting is disabled, partial issue is not allowed. The production order will not be picked at all when there is insufficient stock for any of the materials. If enabled, partial issue is allowed on order level: pick itemA even when itemB can not be picked yet.

Allow partial issue of line
When disabled, it is not allowed to pick only part of a material line. When enabled, it is allowed to pick only part of a material line.

Reports setting
See document WMS reports.

Immediate picking
When enabled, an advice is send to the scanners directly after being generated. When disabled, the calculated advice is send to status "advice" where it can be viewed or edited, this advice has to be send manually to the scanners.

 


Section Send to scanner

Send/export orders
This setting determines if you will work with 'guided' production issues: sending material lines to the scanners to be picked. The alternate way is to use 'free issues' which is started by a different menu on the hand terminal.  This document offers more information on the differences of working with guided or free issues. When enabled, the buttons 'Send to scanner' and 'Roll back' are available in the control center. When disabled, these buttons are not available. This setting needs to be enabled when you want to use Auto queue to send production orders picking automatically.


File name
see document WMS 'file name' settings


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


Picking method
This setting determines the sort order of the lines sent to the scanner, in combination with 'Picking method 2' and 'Picking method 3'.

'Picking method' determines the primary sort order for the lines to be picked. Possible choices are:

  • By order line: The lines to be picked are sorted the same way as in the production order
  • By location: Picking lines are primary sorted by warehouse location;
    when 'picking advice' was enabled
    : the advised location containing stock; when 'picking advice' was disabled: the planned location in the production order or else the item main location in the planned warehouse (even when there is no or insufficient stock present on that main location)
  • By item code: Picking lines are primary sorted by item code
  • By item classification: Picking lines are primary sorted by the item picking classification, as configured in item maintenance, WMS button (available from product update 406)
  • By item group: Picking lines are primary sorted by the item's item group as configured in item maintenance, 'Financial' tab  (available from product update 406)


Picking method 2
and Picking method 3
These settings are available from product update 406. These settings offer additional sorting options to 'Picking method', and are default set to '(none)'. In case your picking location contain more than item code per location, you could add an additional sorting level, per location: for example by item code, or by item classification.
 

Collect
Decides if production orders are to be collected or not, when sending to the scanner. You can read more about order collection in document collecting orders when sending to scanner.


Report settings
see document WMS reports


Backflush lines

This setting determines if material lines which are 'backflushed', are to be included or excluded in the picking list. Backflush lines will be issued automatically when processing a receipt on a production order so under normal circumstances these materials will not be picked (no registration of actual issued quantities). It is however possible to pick these with E-WMS and process these as material issues on the production order.


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 RF service.

File name
See document WMS 'file name' settings.

Report settings
See document WMS reports.

Immediate validation
When enabled, the 'validation' process will automatically start after reading back and the fulfilment 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 transaction is opened.


Section Automatic validation

These settings apply to the status "validating", so during automatic validation by the RF service, or after pressing the button "Validate" in the Control Center, or when opening (editing) an order from status 'Picked'.

Report settings
See document WMS reports.

Immediate processing
When enabled, the issues will also be processed after validation. When disabled, the validated lines stay in status "validated" until the button 'Process' is used. When using the RF service for production issues this settings needs to be enabled to allow for automatic processing.

Allow issuing less
When enabled, picking less results automatically in splitting lines in the production order, without notice. When disabled, picking less results in status "picking error", someone has to approve these 'less' issues. This gives an active signal of 'picking less' in the form of 'picking error' but requires more manual intervention. During this handling of picking errors, the user can still decide to put differences in backorder or to drop differences, depending on the settings in section 'Manual validation'.

Allow issuing more
When enabled and when picking more than expected, this is processed without active signal; the extra issue will be processed as a new line. When disabled, picking more than expected results in "picking error" after validation, so someone has to approve this.

Allow quantity 0
This setting is a variation of "Allow issuing less": not picked at all. When enabled and when picking zero, the material line is set back to status 'new' without further notice. When disabled, picking zero results in "picking error", and someone has to approve this (and then set the material line back to status 'new').


Section Manual validation

    These settings apply to the available functions when opening a picked production order order after reading back, 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 where putting to back order, dropping differences and picking more would be allowed.

When opening an issue from 'picking error' after picking less or more, and when picking less or more was allowed in 'Manual validation', then the picking error is already resolved by just opening the transaction. The status will change from 'Picking error' to 'Validated', indicated by the changed status and colour ('Validated' in blue).


Allow issuing less
Determines whether it is allowed to put lines for which was insufficient stock available, to back order. This would be done by not checking the '=' (set equal to) column in the opened transaction.

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 material line). Clicking on this column and setting the green checkmark means: change the ordered quantity in the order line to the 'picked' quantity, so the remainder would be dropped.

If the setting 'difference in backorder' is enabled, you are allowed to process this production order 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 production order while this column was 'unchecked'. You cannot put the remainder to backorder.

Allow issuing more
When enabled, you are allowed to process the production order while issuing more than planned. When disabled, you are not allowed to process while issuing more than planned.

 


Section Process

Report settings
See document WMS reports.

 

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 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 20.062.431
 Assortment:  Date: 17-12-2020
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