| Oracle® Retail Warehouse Management System UI User Guide Release 14.1 E58327-01 |
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| Oracle® Retail Warehouse Management System UI User Guide Release 14.1 E58327-01 |
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Task Management is the process of managing all work (activities) in the warehouse. This includes managing both direct activities that are created by the system and indirect activities that are assigned outside the system. Task Management makes use of permission, priority, and proximity in conjunction to assign the most productive task to each employee at that specific moment in time.
The next best activity for an employee is assigned based on the permission of the worker, priority of the work to be done, and the physical proximity of a worker to task locations. Task Management specially increases the productivity in large warehouses as there are more tasks in such facilities. In many cases, productivity is further increased by changing the layout and flow of the warehouse.
Permission
Some workers are not trained to perform certain activities, not permitted in certain areas of a warehouse, or not allowed to operate specific types of equipment. The system checks if the worker has the necessary permissions to perform the activity before assigning the activity.
Priority
Priority indicates the importance of an activity. A default priority is set when an activity is created in the system. At regular intervals (either automatically or manually), a new routine is run to re-evaluate each activity based on a predetermined set of rules. If any rule is true, the priority of that activity is updated.
For example, a replenishment activity has a default priority of 10 at creation, but upon re-evaluation, the system determines that the forward pick face has reached its reorder point. The priority of this activity is then changed to 1 for immediate assignment.
Proximity
In situations where more than one task is at the same priority level, the system breaks the tie by looking for the next task closest to their current location in the warehouse. The system utilizes X, Y, Z coordinates to determine the actual distance to each task.
Business Process
To enable Task Management, configure the following editors:
Define Working Days
Define the working days and appointment intervals for your facility using the Working Days Editor found in Setup Administration in Chapter 4 Support Functions.
Define Work Shifts
Define the operational work shifts for the distribution center. Each shift is identified by a Shift ID, Description, Start Time, and End Time. Each shift can be associated with one or more breaks for the shift. Each break is identified by a Break ID, Description, Start Time, End Time, and Break Type. The Shift Definition Editor is found in Setup DC in Chapter 4 Support Functions.
Define Locations
Create all the locations in your facility. Define the X, Y, Z coordinates to use both priority and proximity during task assignment. To use only priority, do not define the X, Y, Z coordinates. Configure the following editors in Chapter 4 Setup Locations: Location Type Editor, Location Editor, Reference Point Editor and Reference Point Map Editor.
Define Equipment/Zones
Define the equipment classes used in your facility. Include both vehicles (like forklifts, turret trucks, etc) and devices (like RF handheld, RF wrist, etc) during this stage.
Identify and define the characteristics of each vehicle and device. The characteristics downloaded from the Equipment Class Editor window can be edited so they reflect the actual characteristics of the vehicle or device.
Create all the specific zones in your facility using the Zone Editor.
Configure the following editors in Chapter 4 Setup Equipment/Zone: Equipment Class Editor, Equipment Editor, Zone Editor, and Equipment Zone Restriction Editor.
Define Activities
Configure the activities that will be task managed and then identify the equipment that can be used for each activity. To enable interleaving, create Activity Groups.
Configure the following editors in Chapter 4 Setup Activity: Activity Editor, Activity Equipment Editor, and Activity Group Editor.
Create Users
Create all the users in your facility. Indicate the default shift, privilege, language, and so on using the User Editor.
Configure the following editors in Chapter 4 Setup User: User Editor, User Equipment Class Editor, and User Activity Group Editor.
This chapter contains the following topics:
The Task Command Queue allows you to view all outstanding activities that are task enabled and reassign their assigned user and or priority if desired. The command queue shows activities not started and in progress at the time the query is executed. All completed activities are removed from the task queue when the query is re-executed.
From the main menu, select Task Management > Task Command Queue. The Task Command Queue window opens.
Display all Tasks (outstanding Activities)
Click the Search button.
Display Specific Information
Click the Query button.
Enter or select from List of Values from any of the selection criterion fields.
Click the Search button. The tasks that match the search criteria displays.
Update a Task
On the Task Command Queue window, place a check next to the tasks that you want to update. You can place a check next to task records in the following ways:
Click on each individual box next to the task record and then press mass update.
Click Select All which will place a check need to each record displayed and then press mass update.
If you have selected the wrong tasks and want to deselect all simply press the Deselect All and all of the check marks will be removed. If you want to only deselect some records click on the box next to the record and the check mark will be removed.
Press Mass Update and the Mass Update window opens.
In the User ID field, enter or select the User ID you want to assign to the task that is not started (activity). If you want to remove an assigned User ID from a task that is not started, place a check in the Remove User ID box.
In the Priority field, enter Priority you want to assign to the task that is not started (activity). If you want to remove the Priority from a task that is not started, place a check in the Remove Priority box. When a Priority is assigned in this screen, it overrides the both the default and rules priority.
Press Save to make updates.
Viewing Totals
The Totals link allows a user to view summary data of the tasks (activities) selected in the Task Command Queue. If you enter the Task Command Queue and immediately press search the queue will show you all tasks that are not started and tasks that are in progress in your facility for activities that are task managed. If you then press the totals link it will provide summary data on those tasks selected. If you use any of the filtering criteria the totals will reflect only summary data related to the filters applied.
Run Rules
The Run Rules link when pressed runs a background procedure that checks to see if any of the rules applied to the activities in the Activity Priority Rules Editor are true and if so changes the Default Priority to the Priority defined within the actual rule.
Exit the Task Command Queue Window
Click the exit button to close the window.
The Task Dashboards provide at-a-glance views of Key Performance Indicators (KPIs) relevant to a specific warehouse process (Receiving, Transport, Cycle count, Replenishment, Picking, and Shipping). They graphically present the current status (snapshot) and historical trends of the KPIs, so Warehouse Management can make informed decisions quickly. The dashboards provide an easy-to-read, real-time interface into tasks that are Not Started, In Progress, or Completed.
This section contains the following topics:
The following functionality is described:
Navigation to the Task Dashboards
To navigate to the WMS Task Dashboards:
Log in to the RWMS system. The Main Menu appears.
On the Main Menu, select Task Management.
Select Task Dashboards. The dashboard appears.
Screen Expansion and Compression
There are four arrows on the screen that enable you to expand or compress the view based on your current need. The views dynamically resize based on which arrow is pressed. Figure 10-6 shows the location of each arrow.
Export Panel Controls
This section describes the buttons available when exporting data to Excel.
The following list describes each button illustrated in Figure 10-7:
The View (A) drop-down enables the user to: Add, remove, and order the columns displayed by the enclosed table. The Columns option shows a child menu that lists each column with a tick that represents the visibility of the column.
The Export (B) button performs an export operation of the displayed results to an Excel file. The user is presented with a Save As dialog that is native to the GUI for the underlying OS.
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Note: If you use Internet Explorer, the security setting must be modified to export the files. To modify the security setting, go to Tools -> Internet Options. On the Security tab and click Custom Level button. To turn off the Information bar for file downloads, scroll to the Downloads section of the list, and then, under Automatic prompting for file downloads, click Enable. |
The Fetch All (C) button executes the underlying query and fetches all the data that is associated with the drill down table. This means that all the summary data in this example is populated into the drill down which can then be exported by pressing the Export function. This feature allows all the rows of the specific grouped category to be presented in the table because the graph or table selections only provide a subset of this data.
The Print (D) button pops up the entire table as a separate printer friendly HTML screen.
The Refresh (E) button refreshes the details for the last selected item in the graph (or Fetch All selection) with data updates from the last poll event.
The Query By Example (F) button displays a blank record with a space for each field. You can then enter conditions for each field that you want to be included in the query.
The Detach (G) button detaches the entire component and presents it in a new modal dialog window that fills the entire Dashboard portion of the application screen.
The pie charts summarize the different tasks within each operational area by status.
The pie charts provide the RWMS Supervisors with a summary of all the daily tasks in the four operational areas (Inbound, Transport, Cycle Count, and Picks/Replenishments). They enable the Supervisors to see how many tasks are Not Started, Printed, In Progress, or Completed at any specific time of the day.
Dashboard Statuses
Following are the statuses that are used:
Not Started means that a user has not started the task yet. The one exception to this rule is the Inbound Dashboards where Not Started equals Scheduled.
Printed means that the user has printed labels for the Inbound Appointment. This status is only used on the Inbound Daily Status Tab and only for PO and ASN appointment types.
In Progress means that a user has started the task but has not finished the task. The one exception to this rule is the Inbound Dashboards where In Progress equals Open.
Completed means that a user has started and finished the task. The one exception to this rule is the Inbound Dashboards where Completed equals Received. The Completed status only reports tasks completed from now minus 24 hours
Inbound Pie Chart
The Inbound pie chart shows the total number of appointments across all appointment types (PO, ASN, NSC, FPR with Details, FPR without Details, and Blind) in the four statuses (Not Started, Printed, In Progress, and Completed) for that current day. The current day for this Pie Chart includes any past or current day Not Started, Printed, and In Progress appointments and any Completed appointments in last 24 hours (now minus 24 hours).
Transport Pie Chart
The Transport pie chart shows the total number of transports for putaways and moves in the three statuses (Not Started, In Progress, and Completed) for that current day. The current day for this Pie Chart includes any past or current day Not Started, Printed, and In Progress transports and any Completed transports in last 24 hours (now minus 24 hours).
Cycle Count Pie Chart
The Cycle Count pie chart shows the total number of cycle counts for system generated, manual marked, and audit count in the three statuses (Not Started, In Progress, and Completed) for that current day. The current day for this Pie Chart includes any past or current day Not Started, Printed, and In Progress cycle counts and any Completed cycle counts in last 24 hours (now minus 24 hours).
Pick Pie Chart
The Pick (includes Replenishments) pie chart shows the total number of Picks and Replenishments (Bulk Picks, Case Picks, Forward Case Picks, Unit Picks) in the three statuses (Not Started, In Progress, and Completed) for that current day. The current day for this Pie Chart includes any past or current day Not Started, Printed, and In Progress picks and any Completed picks in last 24 hours (now minus 24 hours).
This tab provides the following views:
Daily Status View
The Daily Status view enables Supervisors to see how many appointments across appointment types are in the different statuses for the current day, so they can gauge the flow of the receiving operation.
The Daily Status view shows all appointment types (ASN, PO, Blind, NSC, FPR with Details, and FPR without details) and all statuses in both a Bar Chart and Pie Chart view for the current day plus any in the past that have not been Completed.
The Bar Chart shows the number of appointments in each status. The Printed status only applies to PO and ASN appointment types.
The Pie Chart shows the percentage in each status for each appointment type with case and unit totals. The case and unit totals for Not Started, Printed, and In Progress are based on appointed quantities while the Completed totals are based on actual received quantities.
The Not Started status includes appointments not started in past plus any scheduled for next 24 hours (now plus 24 hours).
The Completed status includes any appointments received in last 24 hours (now minus 24 hours).
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. To refresh the export data, you must re-click a bar.
Scheduled Appointment View
The Scheduled Appointment view enables the Supervisor to see the number of appointments scheduled by day and appointment type, so the number of resources needed to get the job done can be determined
The Scheduled Appointment view shows how many appointments by appointment type are in Scheduled (Not Started) status in the past and for the next 30 days into the future.
Each Appointment Type is a unique color and displayed in a Stacked Bar Chart.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. Note that the export data is designed to export at the item level, so the appointment number repeats for each item in the Purchase Order. To refresh the export data, you must re-click a bar.
Unscheduled Purchase Orders View
The Unscheduled Purchase Order view shows purchase orders due in the near future that still do not have any scheduled appointments created. The Receiving Team can call the Vendors for these purchase orders to determine the current status of these inbound shipments.
The Unscheduled Purchase Order tab shows any unscheduled purchase orders for the next four weeks into the future. If any line item in the PO is scheduled, the PO does not appear in this tab.
The Unscheduled Purchase Orders are displayed in the bar chart based on their Deliver Not Before date. If a purchase order has not been scheduled and its delivery is not before a date in the past, that purchase order is displayed in the first date (bar) in the bar chart. This means the first bar includes unscheduled POs in the past and any with a delivery date not before the current date.
The right-hand view displays, for each date, the number of Purchase Orders unscheduled with the actual number of items and units ordered in those POs.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. Note that the export data is designed to export at the item level, so the purchase order number repeats for each item. To refresh the export data, you must re-click a bar.
Count History View
The Count History view enables the Warehouse Management team to see the volume of appointment types being received and arrange their resources in the future accordingly.
The Count History view shows how many appointments by appointment type are in Received (Completed) status from the current date/time back to the purge date.
Each Appointment Type is a unique color and displayed in a Stacked Bar Chart.
The user can specify a From and To date range to populate the Bar Chart.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. The following export capabilities are supported:
Date Range–When you click on any bar, you get all the data across the entire date range.
Date–When you click on any bar, you get only the data related to that bar.
Activity–When you click on a section of a bar, you get only the data related to that section of the bar.
The Transport tab enables the Transport Supervisor, often called Putaway Supervisor, to track the progress of all move and putaway tasks to determine if more or less resources need to be deployed. The Transport tab has two sub-tabs enabling the separate tracking of Moves and Putaways. The views for both Moves and Putaway are named the same, with exactly the same functionality, and both track at the case and pallet levels.
This tab provides the following views:
Summary View
The Summary views shows case and pallet tasks separately and reports how many of each type is in each status (Not Started, In Progress, and Completed).
The Summary view shows any Not Started and In Progress moves from the past and current day plus completed tasks for the last 24 hours (now minus 24 hours).
The Pie Chart shows the percentage in each status with pallet and carton totals. The pallet and carton totals for all statuses are based on actual receipts.
When the RF Build Container option is used, individual case tasks are reduced and pallet tasks are increased.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. To refresh the export data, you must re-click a bar.
Store/Internal Location/Zone View
The Transport Location view enables the Supervisor to see the volume of tasks assigned to specific internal locations or storage zones. Based on the volume to specific areas, the supervisor may choose to reallocate resources from one area of the warehouse to another area.
The Store/Internal/Zone view shows the number of case or pallet tasks destined for a store (Crossdock), an internal destination (flowthrough or internal pick systems), or a storage zone.
The Move Store/Internal Location and Putaway Zone view shows the actual number of pallets, cartons, and units in Not Started and In Progress status from the past and the current day plus Completed status for last 24 hours (now minus 24 hours).
The Putaway Zone view determines the Not Started and In Progress zone by looking at the first zone defined in the Putaway Plan Editor. The Completed zone is the actual zone for the putaway location.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. To refresh the export data, you must re-click a bar.
Count History View
The Transport Count History view enables the Warehouse Management team to see the volume of transport tasks (move and putaway) being completed by day and determine if resources are deployed correctly.
The Count History view shows the Completed Moves and Putaways from the current day/time back to the purge date.
The Stacked Bar Chart displays the number of pallet tasks versus the number of case tasks completed by day.
The user can specify a From and To date range to populate the Bar Chart.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. The following export capabilities are supported:
Date Range–When you click on any bar, you get all the data across the entire date range.
Date–When you click on any bar, you get only the data related to that bar.
Activity–When you click a section of a bar, you get only the data related to that section of the bar.
Closure Time View
The Transport Closure Time view enables the Supervisor to see how long it has taken to complete a transport and if the amount of time taken is under or equal to established standards.
The Closure Time view shows how long it took to complete a move or putaway by type (case or pallet) from the time it was received on the dock until the task was actually confirmed in its final location.
This view displays all completed moves and putaways from the current day/time back to the purge date and summarizes how many were completed in specific time (hours) buckets.
For example, the view would show that over the last 60 days (purge setting) that 500 moves were done in under 1 hour, 400 done between 1 hour and 2 hours, 800 done between 2 hours and 3 hours, and 200 done in over one day.
This tab provides the following views:
Summary View
The Cycle Count Summary view enables the Inventory Supervisor to track the progress of all cycle count tasks to determine if more or less resources need to be deployed.
The Cycle Count Summary view shows the three cycle count types (System, Manually Marked, and Audit) and reports how many of each type is in each status (Not Started, In Progress, and Completed).
The Summary view shows any Not Started and In Progress cycle counts that are from the past and current day plus completed cycle counts for the last 24 hours (now minus 24 hours).
The Pie Chart shows the percentage in each status with pallet and carton totals. The pallet and carton totals for all statuses are based on actual cycle counts.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. To refresh the export data, you must re-click a bar.
Zone View
The Cycle Count Zone view enables the Supervisor to see the volume of cycle counts assigned to specific zones. Based on the volume in specific zones, the supervisor may choose to reallocate resources from one area of the warehouse to another area.
The Cycle Count Zone tab shows the number of cycle counts by zone by status (Not Started, In Progress, and Completed).
The Cycle Count Zone tab shows the actual number of pallets, cartons, and units in Not Started and In Progress status from the past and the current day plus Completed status for last 24 hours (now minus 24 hours).
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. To refresh the export data, you must re-click a bar.
Count History View
The Cycle Count History view enables the Warehouse Management team to see the volume of cycle count tasks being completed by day and determine if resources are deployed correctly.
The Count History view shows the Completed Cycle Counts from the current day/time back to the purge date.
The Stacked Bar Chart displays the number of cycle counts completed by day.
The user can specify a From and To date range to populate the Bar Chart.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. The following export capabilities are supported:
Date Range–When you click on any bar, you get all the data across the entire date range.
Date– When you click on any bar, you get only the data related to that bar.
Activity–When you click a section of a bar, you get only the data related to that section of the bar.
Closure Time View
The Cycle Count Closure Time view enables the Supervisor to see how long it has taken to complete a cycle count and if the amount of time taken is under or equal to established standards.
The Closure Time view shows how long it took to complete a cycle count from the time it was created until the count was actually completed.
This view displays all completed cycle counts from the current day/time back to the purge date and summarizes how many were completed in specific time (hours) buckets.
For example, the view would show that over the last 60 days (purge setting) that 500 cycle count were done in under 1 hour, 400 done between 1 hour and 2 hours, 800 done between 2 hours and 3 hours, and 200 done in over one day.
The Picking Tab enables the Picking/Replenishment Supervisor to track the progress of all bulk pick and replenishment tasks to determine if more or less resources need to be deployed. This tab provides the following views:
Bulk (Pallet) Summary View
The Bulk Pick Summary view shows the eight types of bulk picks/replenishments (B, BD, BP, BR, BT, PR, PL, PT) and reports how many of each type is in each status (Not Started, In Progress, and Completed).
The Summary view shows any Not Started and In Progress bulk picks/replenishments that are from the past and current day plus Completed for the last 24 hours (now minus 24 hours).
The Pie Chart shows the percentage in each status with pallet, carton, and unit totals. The pallet and carton totals for all statuses are based on actual bulk picks.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. To refresh the export data, you must re-click a bar.
Bulk Wave View
The Bulk Wave view enables the Supervisor to see the volume of pallet picks and pallet replenishments assigned to specific waves and zones. Based on the volume in specific zones, the supervisor may choose to reallocate resources from one area of the warehouse to another area.
The Bulk Wave view shows the number of bulk picks/replenishments by wave number by status (Not Started, In Progress, and Completed).
The Bulk Wave tab shows the actual number of pallets, cartons, and units in Not Started and In Progress status from the past and the current day plus Completed status for last 24 hours (now minus 24 hours).
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. To refresh the export data, you must re-click a bar.
Bulk Count History View
The Bulk Count History view enables the Warehouse Management team to see the volume of Bulk Pick and Replenishment tasks being completed by day and determine if resources are deployed correctly.
The Bulk Count History view shows the Completed bulk picks/replenishments from the current day/time back to the purge date.
The Stacked Bar Chart displays the number of bulk picks/replenishments completed by day.
The user can specify a From and To date range to populate the Bar Chart.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. The following export capabilities are supported:
Date Range–When you click on any bar, you get all the data across the entire date range.
Date–When you click on any bar, you get only the data related to that bar.
Activity–When you click a section of a bar, you get only the data related to that section of the bar.
Bulk Closure Time View
The Bulk Closure Time view enables the Supervisor to see how long it has taken to complete a Bulk Picks and Replenishments and to see if the amount of time taken is under or equal to established standards.
The Bulk Closure Time view shows how long it took to complete a bulk pick/replenishment from the time it was created until it was actually completed.
This view displays all completed bulk picks/replenishments from the current day/time back to the purge date and summarizes how many were completed in specific time (hours) buckets.
For example, the view would show that over the last 60 days (purge setting) that 500 bulk picks were done in under 1 hour, 400 done between 1 hour and 2 hours, 800 done between 2 hours and 3 hours, and 200 done in over one day.
Case Pick, Forward Case Pick, and Unit Pick Views
These views have the same exact views with the same functionality as the Bulk Pick tab.
The Case Pick view displays data related to the following case pick/replenishment types: Case Picks, CD Replen, CP Replen, CR Replen, CT Replen, and Case PTS.
The Forward Case Pick view displays data related to the following pick/replenishment types: CF Picks, CB Picks, CE Replen, CL Replen, CO Replen, CS Replen, CT Replen, and C3 Replen.
The Unit Pick view displays data related to the following unit pick/replenishment types: Less Than Case, UP Replen, and Unit PTS.
This tab provides the following views:
Open Trailer View
The Open Trailer view shows the Available Containers to load and the Loaded Containers for each trailer currently in Open status.
A trailer can be opened for a specific destination (store) or by Carrier/Service/Route (multiple destinations).
The Available Containers include crossdock cartons, bulk outbound picks, case outbound picks, less than case cartons in the In-transit location, unit put to store cartons with a close date, and case put to store cartons with a close date.
The Available Containers is a list of containers that can be loaded on the trailer but it does not mean they have to be loaded. Any unloaded Available Containers will be available for the next open trailer to that destination.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. To refresh the export data, you must re-click a bar.
ASN History View
The ASN History view shows the number of Outbound ASNs created each day.
Outbound ASNs are generated for each specific store that ships so one outbound trailer can create multiple Outbound ASNs if the trailer was opened using carrier/service/route.
The user can specify a From and To date range to populate the Bar Chart.
If the user clicks on any bar within the chart, the system displays the data contained in the bar and provides the ability to export that to an Excel spreadsheet. The following export capabilities are supported:
Date Range–When you click on any bar, you get all the data across the entire date range.
Date–When you click on any bar, you get only the data related to that bar.
Activity–When you click a section of a bar, you get only the data related to that section of the bar.
The Task History by User screen provides management with the ability to view all of the tasks completed by a user over a specified range of dates. The online report captures the user logon time, breaks, lunch, all direct activities, all indirect tasks, idle time, and logoff time. In order to generate the online report, the system requires the entry of a From Date, To Date, and a User ID. The online report can be printed to paper by pressing the Print link and specifying your printer.
From the main menu, select Task Management > Task History by User. The Task History by User window opens.
Create an Online Report
Click the Query button.
Enter or select from the List of Values from any of the selection criterion fields. The user must include a From Date, To Date, and User ID to generate an online report.
Click the Search button. The tasks that match the search criteria displays.
Exit the Task History by User Window
Click the Exit button to close the window.
