DIRECTED PUTAWAY This document introduces the directed putaway function, how to customize the directed putaway logic for your warehouse, and how you use directed putaway on the handheld in the warehouse. The following topics are discussed:
on page 1 “About Directed Putaway” on
•
on page 2 “Directed Putaway Process Overview” on
•
on page 3. 3. “Creating Profiles” on
•
“Assigning Profiles” on on page 13
•
“Directed Putaway Handheld Functions” on on page 16
For installers, a few “Setup Notes” on on page 17 have 17 have been provided. For those considering a customized version, “Additional Profile Options” on on page 18 have 18 have been provided.
ABOUT DIRECTED PUTAWAY PUTAWAY Directed putaway allows receivers, putaway drivers and other warehouse users to search for an appropriate bin for product during receiving, fill bins, and direct move functions. If requested, the directed putaway function on the handheld provides a suggested destination suggested destination bin. However, the handheld user can override the suggested bin and put the product into another suitable bin. Suggestions are provided to the handheld user based on factors such as item velocity, cube, special handling, primary locations, alternate locations and overflow locations to determine the optimal place to locate the goods. The putaway logic is defined in Web Dispatch in a directed putaway profile. profile. Profiles let you customize the way you determine putaway bins in your warehouse. You You can define multiple profiles, which can be assigned to different warehouse operations, or different products. Directed putaway results in better utilization of labor, equipment and maximized utilization of storage locations.
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
1
Directed Putaway Process Overview
DIRECTED PUTAWAY PROCESS OVERVIEW The following is an overview of the high-level steps involved in the directed putaway process. 1
Create a directed putaway profile. Profiles define how to determine the putaway bin. Each profile has a unique name (code). Creating profiles involves the following substeps: a b c
Enter the general information that identifies each profile. Define the logic criteria that determines the destination bin. Since the logic defined to determine de termine the destination may or may not succe ed, you can define multiple logic groups in one profile — each logic group is a called a sequence. sequence. Define additional logic sequences, if necessary to complete the profile.
Test the profile. A Profile Testing Testing tool is provided so you verify the directed putaway profiles before implementing them in the warehouse. Add as may profiles as needed for your various warehouse operations. d
2 3
4
Assign profile to warehouse putaway operations such as receiving, direct move, replenishment, adjusting-in, kitting. During warehouse operations that add product to a bin (receiving, replenishment, adjustin move-in, pull kits), use the F2 Function key on the handheld invoke the directed putaway function and provide a suggested putaway bin. The directed putaway logic is transparent to warehouse users. They will only see the resultant suggested destination for the product they are putting away. However, in Warehouse Warehouse Setup, you do have the option of configuring the ha ndheld to display additional information such as size code, reach code, and formal packsize name.
2
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Creating Profiles Before You Begin
CREATING PROFILES Profiles define the logic that determines the destination bin. A profile contains alternate logic in case the primary logic fails.
Before You Begin In order to create and edit profiles, you must set write permission for the rbprofile.xml file as follows:
Set write permission for all machine machine users
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
3
Creating Profiles The Profile Configuring Screen
The Profile Configuring Screen To display the Profile C onfiguration screen, from the side-menu bar, select Reports, then then Directed Putaway Profile Report. The initial screen displays with the default confguration.
Miscellaneous and
Tip: Multiple users should not edit any profiles any profiles at the same time, even if they are editing different profiles. If concurrent editing occurs, the last update may overwrite previous changes by another user, even if they were not editing the same profile.
4
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Creating Profiles The Profile Configuring Configuring Screen
Profile Properties Profile Code — a unique code that identifies the logic that determines the destination bin of
the products. This code is needed to assign the putaway logic to warehouse operations. Profile Description — Use this field to provide more description of the bin location logic for
example, “High Volume Products”. Location — In a multi-location environment, select the physical location of the destination
bin. If Failed Goto Bin Location — A bin destination that will be used if a matc h is not found after
trying all logic sequences. The choices are: •
An empty empty carto carton n bin - this this is the firs firstt empty empty carton carton bin bin the system system finds finds (firs (firstt according to bin number)
•
Last Last pick pickbi bin n for for the the pro produ duct ct
•
Last Last put putaw away ay bin bin for for the the pro produ duct ct
•
A pre-defined pre-defined bin for for this purpose. purpose. This This bin is specified specified in the Warehouse arehouse Setup. Setup.
Defining the Bin Determination Logic (Sequence) A logic group that determines the destination bin is a call ed a sequence. Y sequence. You ou may define more than one sequence for each profile. If the primary sequence cannot find a bin, a secondary logic sequence will be at attempted. For more informations, see “Adding Logic Sequences” on on page 8. 8. The fields that can used to define the logic sequence include: Handle Code — Use this field to specify if and how the directed putaway logic will consider
handle codes when codes when determining the destination bin for a product. A handle code is a code that defines product groupings according to specific handling requirements, for example, Fragile , Hazmat , Hazmat , Freezer , Freezer , or Heavy or Heavy.. Handle codes are assigned to bins in bin rules , and to products in the PRODMSTR table. The choices for this field are: •
Directe Directed d putawa putawayy shou should ld ignore ignore handle handle codes. codes.
•
Match Match the handl handlee code assign assigned ed to the the produc productt in the PRODM PRODMSTR STR table table.. There There must be an exact match between the handle code for the product and the handle code for the bin.
•
Select a bin with a specific specific handle handle code. code. For For example, example, if the the following following handle codes were specified in the bin rules: rule s: Freezer , Damaged and Heavy , they would appear in the drop down list and you could select one. The directed putaway function would find a bin with the selected handle code, regardless of the handle code (or lack of it) associated with the product in the PRODMSTR table.
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
5
Creating Profiles The Profile Configuring Screen Size Code — Use this field to specify if and how the directed putaway logic will consider size
codes when codes when determining the destination bin for a product. Product sizes codes are determined by product velocity, which defines the activity of a product/packsize/location. The Accellos One Warehouse’s velocity calculations assign each product/packsize/location a size code of ‘A’, ‘B’, or ‘C’ depending on the average CUBE moved. The top 20% of active products are assigned ‘A’, the next 40% are assigned ‘B’, and the remainder are assigned ‘C’. Alternately, size codes can be assigned to products in the PRODMSTR table. Size codes are assigned to bins in bin rules. Specifying size codes in the bin rules, groups bins by size. The purpose of using size codes is to assign, for example, ‘A’ (high-volume) product/ packsizes to the th e ‘A ‘A’ bins, to minimize replenishment. The choices for this field are: •
Dire Directe cted d puta putawa wayy shoul should d ignor ignoree size size codes. codes.
•
Match Match the size size code code assi assigned gned to the the produ product ct in the the PRODM PRODMSTR STR table table (Match Size Codes From Prodmstr ). There must be an exact match between the size code for the product and the size code for the bin.
•
Match Match within within one size, size, the size size code code assign assigned ed to the prod product uct in the the PRODMST PRODMSTR R table table (Match Size Codes From Prodmstr +/- 1 ). The match between the size siz e code for the product and the size code for the bin must be within one size larger or one size smaller.
•
Match Match within within two sizes sizes,, the size size code code assigned assigned to to the produ product ct in the PRODM PRODMSTR STR table (Match Size Codes From Prodmstr +/- 2 ). The match between betwee n the size code for the product and the size code for the bin must be within two sizes larger or two sizes smaller.
•
Match the the size code assigned assigned to the product product via Accellos One Warehou Warehouse’ se’ss velocity velocity calculations (Match Size Codes From Warehouse Statistics ). There must be an exact match between the size code for the product in warehouse statistics and the size code for the bin.
•
Select Select a bin with with a specifi specificc size code code.. For examp example, le, if the the followi following ng size size codes codes were were specified in the bin rules: A , B, C, D, E and F , they would appear in the drop down list and you could select one. The directed putaway function would find a bin with the selected size code, regardless of the sizecode (or lack of it) associated with the product in the in the PRODMSTR table or from the warehouse statistics provided by the velocity calculation.
Reach Code — Use this field to specify if and how the directed putaway logic will consider
reach codes when codes when determining the destination bin for a product. Reach codes define product groupings according to how often the product is picked. Reach code represents how often you stick your hand into a bin for that product/packsize. It is not how many units you pick, but the number of times you visit the bin. Reach codes are assigned to bins in bin rules. Specifying reach codes in the bin rules, groups bins according to convenience. When you setup the bin rules, you assign a ‘better’ (i.e., easy to reach/most accessible) bin to products with more activity.
6
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Creating Profiles The Profile Configuring Configuring Screen
Product reach codes are determined by product velocity, which defines the activity of a product/packsize/location. The Accellos One Warehouse’s velocity calculations assign each product/packsize/location a reach code of ‘A’, ‘A’, ‘B’, or ‘C’ depe nding on the number of pick lines –how many times a picker will stick his hand into a bin for that product/ packsize. The top 20% of active products are assigned ‘A’, the next 40% are assigned ‘B’, and the remainder are assigned ‘C’. Alternately, reach codes can be assigned to products in the PRODMSTR table. The purpose of using reach codes is to t o assign, for example , ‘A ‘A’ (high-frequency) product/ packsizes to the ‘A’ bins, to reduce picker effort and improve productivity. The choices for this field are: •
Dire Directe cted d puta putawa wayy shoul should d ignor ignoree reach reach code codes. s.
•
Match Match the reach reach code code assi assigned gned to the the produc productt in the the PRODMST PRODMSTR R table table (Match Reach Codes From Prodmstr ). There must be an exact match between the reac h code for the product and the reach code for the bin.
•
Match Match within within one one measure measurement ment,, the reach reach code code assigned assigned to to the produ product ct in the PRODMSTR table (Match Reach Codes From Prodmstr +/- 1 ). The match between the reach code for the product and the reach code for the bin must be within one measurement larger or one measurement smaller.
•
Match Match within within two two measure measuremen ments, ts, the the reach reach code assig assigned ned to the the product product in in the PRODMSTR table (Match Reach Codes From Prodmstr +/- 2 ). The match between the reach code for the product and the reach code for the bin must be within two measurements larger or two measurements smaller.
•
Match the the reach reach code assigned to the the product product via via Accellos Accellos One One Warehou Warehouse’ se’ss velocity velocity calculations (Match Reach Codes From Warehouse Statistics ). There must be an exact match between the reach code for the product in warehouse statistics and the reach code for the bin.
•
Select a bin with a specific specific reach code. For example, example, if the following following reach codes were specified in the bin rules: A , B, C, D, E and F , they would appear in the drop down list and you could select one. The directed putaway function would find a bin with the selected reach code, regardless of the reach code (or lack of it) associated with the product in the in the PRODMSTR table or from the warehouse statistics provided by the velocity calculation.
After defining the logic sequence, you can optionally define additional logic sequences for the profile as described next, or if finished defining logic sequences, save the profile as described in “Saving Profiles” on on page 11 , then continue by “Testing Profiles” on on page 11 and 11 and “Assigning on page 13. 13. Profiles” on
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
7
Creating Profiles The Profile Configuring Screen
Adding Logic Sequences Sequences Optionally, you may define additional logic sequences. Since the logic defined to determine the destination bin may or may not succeed, you can define multiple logic groups in one profile. If the primary sequence cannot find a bin, a secondary logic sequence will be at attempted, and so on. For example, a new warehouse may eventually want to use size and reach codes based on warehouse statistics. However, it will take time to a ccumulate those statistics, so until the statistics are available, size and reach code could be taken from the values downloaded in the PRODMST table. In this case you could define a 1st sequence that would take the size and reach code from warehouse statistics and also define a 2nd sequence that would take the size and reach code from PRODMST table. When the directed putaway function is run, it would go to 2nd sequence until warehouse statistics were available. After warehouse statistics were available, it would never need to go to PRODMST table again.
NOTE: Although you can define any number of additional sequences, keep in mind that the more you set, the slower the speed of the putaway recommendation results. Only add sequences if necessary, and add as few as possible. >
To add a new logic sequence: 1
8
Click the Add New Sequence button. A dialog box asks to confirm adding a new sequence.
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Creating Profiles The Profile Configuring Configuring Screen 2
Click OK. A new tab displays with the next sequence number.
3
Define the logic sequence as described in “Defining the Bin Determination Logic (Sequence)” on page 5. 5.
4
Optionally add more sequences (however, ( however, remember that this will affect performance). To To add a new sequence, click on the Sequence #1 tab and then click the Add New Sequence button. Define the logic sequence as described in “Defining the Bin on page 5. 5. Determination Logic (Sequence)” on
5
When you are finished adding logic sequences, save the profile as described de scribed in “Saving on page 11. 11. Profiles” on
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
9
Creating Profiles The Profile Configuring Screen
Deleting Sequences >
To delete a logic sequence from a directed putaway profile: 1
10
From the Profile Configuration screen, click on the Sequence # tab of the sequence you wish to delete.
2
Click the Remove Sequence # button. A dialog box asks to confirm deleting the sequence.
3
Click OK. The sequence is removed from the profile.
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Creating Profiles Testing Profiles
Saving Profiles >
To save a directed putaway profile: 1
2
At the bottom of the Profile Configuration screen, click the Save Profile button. A dialog box asks to confirm saving the profile.
Click OK. The profile is saved.
Testing Profiles The Accellos One Warehouse directed putaway function has a unique verific ation tool that lets you test profiles before assigning them for use i n the warehouse. >
To test a directed putaway profile: 1
From the Profile Configuration screen, click the Test Profile button. The Test Profile dialog box displays.
2
Enter a product code in the Product field.
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
11
Creating Profiles Testing Profiles 3
4
5
12
Select an Operation from the drop-down list, the possible entries are: Receiving , Direct Move , Adjust In , Replenishment , Pull Kit.
All other fields are optional, depending depe nding on the test(s) you wish to run on the profile.
Click the Run Test button. The Result displays the destination bin selected by the directed putaway function, plus relevant information in the Message field.
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Assigning Profiles Testing Profiles
ASSIGNING PROFILES After configuring the directed putaway profile(s), it is important that the directed putaway logic is applied correctly to warehouse activities that recommend putaway bins on the handhelds. The directed putaway suggestions are available for warehouse functions that add products to a bin, such as receiving, direct move, replenishment, kitting. directed putaway profiles is that way you ensure that the correct logic is applied to Assigning directed the desired warehouse function. Profiles can be assigned to specific warehouse operations, or to product groups for specific operations. There are two methods to display the Assign Profiles configuration tool: •
•
From From the the side side-m -men enu u bar bar, sele select ct Reports, then Miscellaneous and then Assign Profile to Operation. Enter the Profile Code and click Go. or From the Profile Profile Configuratio Configuration n screen screen for the profile profile you wish wish to assign, click the the Assign Profile button The Assign Profiles dialog box displays.
There are three different ways to assign profiles, as described in the sections following - By Profile , By Operation and By Product Class. •
By Profile and By Operation are
similar in that you match warehouse operations to directed putaway profiles; the screens are laid out differently and By Operation assigns a single profile to a single operation, while By Profile allows you to assign a single profile to multiple operations.
•
By Product Class
lets you select a warehouse operation and profile to apply to a specific
product group.
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
13
Assigning Profiles Assigning Profiles Profiles By Profile Profile
Assigning Profiles By Profile Assign a directed putaway profile to one or more warehouse operations. >
To assign a profile to specific warehouse operation(s): operation(s) : 1
On the Assign Profiles dialog box, click the By Profile tab.
2
Select the Profile from the drop-down list.
3
Select the check box(es) for the operation(s) to which you want to assign the profile.
4
Click the Save button.
Assigning Profiles By Operation Assign a directed putaway profile to the selecte d warehouse operation. >
14
To assign an operation to a directed putaway profile: 1
On the Assign Profiles dialog box, click the By Operation tab.
2
Select the Operation from the drop-down list.
3
Select the radio button for the profile to which you want to assign the operation.
4
Click the Save button.
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Assigning Profiles Assigning Profiles Profiles By Product Product Class
Assigning Profiles By Product Class Product classes are a way of grouping together products for efficiency and identification. Product classes can be downloaded with product information (in the VA records) from the host system or, they can be defined in the PRODCLAS table in Accellos One Warehouse. When you assign By Product , you assign products belonging to a product class to a single operation and to a specific directed putaway profile. >
To assign a product class to a specific operation and profile: 1
On the Assign Profiles dialog box, click the By Product tab.
2
Type the Product Class in the field.
3
Select the Operation from the drop-down list.
4
Select the Profile from the drop-down list.
5
Click the Save button
Default Profiles and Assignments If you have not defined any profiles or assignments, the default profile is assigned to all operations.
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
15
Directed Putaway Handheld Functions Viewing Assignments
Viewing Assignments Assignments There is a report that allows you to view product class assignments to operations and profiles.From the side-menu bar, select Reports, then Miscellaneous and then Product Class Profile Assignment Report.
DIRECTED PUTAWAY PUTAWAY HANDHELD FUNCTIONS The directed putaway function is available to handh eld users for any warehouse operation that adds product to a bin, including receiving, replenishment, adjust-in, direct move-in and pull kit. When a warehouse user is ready to putaway product, the first bin suggested on the handheld han dheld uses standard putaway logic. To invoke invoke the directed putaway function, the user must press the use the F2 Function key. The F2 directed putaway function provides a provides a suggested destination bin based on the directed putaway profiles and assignments configured in Web Dispatch. However, the handheld user can override the suggested bin and put the product into another suitable bin. original recommended putaway bin
directed putaway bin
About the Handheld Display The actual information that is displayed on the warehouse is determined by the Warehouse Setup. The information and options available are described in “Configuration for the Handheld Display” on on page 17. 17.
16
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Setup Notes Configuration Configuration Switch
SETUP NOTES Configuration Switch DP_OVERFLOW_BIN —Use this switch to define the Pre-Defined Pre-Defined Bin option for the If Failed Goto Bun Location field
in the profile. Lets you define a specific bin destination that will be used if a match is not found after trying all logic sequences associated with the profile. This switch can only be accesses via General Setup>I. Advanced>Administrator>Warehouse Configuration by Name .
Configuration for the Handheld Display Di splay Accessed via General Setup>G. Warehouse Configuration. Click the Advanced tab.
Process Configuration>Stock Locator
Days Of Available Inventory To Show — This
determines the display on directed putaway and letdown function screens for number of days worth of inventory expected to be available (according to the velocity calculation) to fill sales orders. Enter the number of days for which you would like lik e to display available inventory.
Show Reach Code — Reach
code information will be displayed for the product and users can filter their search for empty bins by entering reach codes.
Show Size Code — Size code information will be displayed for the product and users can filter
their search for empty bins by entering size codes. Show Formal Packsize Name — Formal
packsize name will be displayed on the first page of directed putaway. Otherwise, only the packsizes will be displayed.
Need Product / Bin Sticky? — Does
not allow other product even if the bin is empty. This configuration will work if the rules of the bins are sticky. otherwise, it did not work
Verify Pick Bin In Fill Bin Function — In
fill bins, verify check is introduced for all the putaway bins. Otherwise it will not verify for dedicated empty bins.
ACCELLOS ONE W AREHOUSE
DIRECTED PUTAWAY
17
Additional Profile Options Configuration Configuration for the Handheld Display
ADDITIONAL PROFILE OPTIONS The following is a description of the unselectable options in the Profile Configuration. Currently they are unavailable to the administrator. However, they can be activated in the XML file if you wish a customized version.
Use Only Unreserved Bins—Select
this option to indicate that the putaway logic should use only bins that are not reserved (i.e. have not been ‘reserved’ using the Make Unavailable function in the Web Dispatch Bin report. If not selected, the putaway logic will use any bin, regardless of whether it has been reserved or not.
Use Empty Or Filled Bins —Specify
whether the putaway logic should consider if a putaway bin currently has stock in it. The options are:
18
•
Use only nly emp empty bins
•
Use only only bins bins that that currentl currentlyy have some some stoc stock k in them them (partial (partiallyly-fill filled ed bins) bins)
•
Use any any bins, bins, regar regardles dlesss of wheth whether er they they are empt emptyy or have have some some stock stock
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE
Additional Profile Options Configuration Configuration for the Handheld Display Bin Cube Capacity—Specify
to what extend you wish to fill the bin. The options are:
•
Fill Fill to 10% 10% by by cub cubee cap capac acit ity y
•
Fill Fill to 20% 20% by by cub cubee cap capac acit ity y
•
Fill Fill to 30% 30% by by cub cubee cap capac acit ity y
•
Fill Fill to 40% 40% by by cub cubee cap capac acit ityy
•
Fill Fill to 50% 50% by by cub cubee cap capac acit ity y
•
Fill Fill to 60% 60% by by cub cubee cap capac acit ity y
•
Fill Fill to 70% 70% by by cub cubee cap capac acit ityy
•
Fill Fill to 80% 80% by by cub cubee cap capac acit ity y
•
Fill Fill to 90% 90% by by cub cubee cap capac acit ityy
•
Fill Fill to 100% 100% by cube cube capa capaci city ty
•
Ignore Ignore cube cube capacit capacityy (fill (fill as much much or as as little little as as you you have) have)
Pending Orders— This
provides a simplified ‘cross-docking’ functionality that won’t let you putaway products that have sales order that are in HELD SHORT or HELD FORMAT status because they are waiting for the product you are putting away. The choices are:
•
Disabled —
i.e., disregard pending orders; Pickbin Pic kbin is provided to the handheld user
as usual. •
Enable, putaway cannot exceed pending order qty —
the handheld user will not
be provided the pickbin. •
Enable, putaway can exceed pending order qty — the handheld user will be warned, but will be provided the pick bin if they choose to ignore the warning.
Match Current Pickbin To— This option lets you factor in flexibility fle xibility if the desired pickbin
can’t be used. For each character in the bin labels, you can select how close to approximate the final destination bin to the current pickbin. The choices are (for each character in the bin label): •
Ignore —
•
Exact
•
+/- 1 —
•
+/- 2 —
•
+/- 3 —
ACCELLOS ONE W AREHOUSE
do not use this option.
— an exact match between this character in the bin label of the final destination bin and the same character in the bin label of the current pickbin.
The match between the value of this character characte r in the bin label of the final fina l destination bin must be within one larger or one smaller than the same character in the bin label of the current pickbin. The match between the value of this character in the bin label of the final destination bin must be within two larger or two smaller than the same character in the bin label of the current pickbin. The match between the value of this character in the bin label of the final destination bin must be within three larger or three smaller than the same character in the bin label of the current pickbin.
DIRECTED PUTAWAY
19
Additional Profile Options Configuration Configuration for the Handheld Display
20
DIRECTED PUTAWAY
ACCELLOS ONE W AREHOUSE