Setting Up Warehouse Management

This chapter provides an overview of warehouse management setup and discusses how to:

• Set up locations.

• Set up fixed locations and zones.

• Set up random requirements.

• Set up item warehouse information.

• Set up inclusion rules.

• Set up order groups.

• Set up unit of measure groups.

• Set up storage containers.

• Set up container bill of materials.

• Set up shipping cartons.

• Set up locations for carton recommendation.

• Set up carton recommendation methods for items.

• Set up carton fill percentages for items.

• Work with standard pack carton recommendations.

• Set up UCC 128 processing.

• Work with label information.

• Set up license plate information

Understanding Warehouse Setup

This section discusses:

• Setup considerations.

• Locations.

• Fixed and random locations.

• Item warehouse information.

Setup Considerations

To set up the warehouse and items, you must consider:

• The physical layout and characteristics of the warehouse.

• The dimensions and capacities of all storage areas, racks, and locations.

You also must determine:

• Whether to group items based on similarities, dimensions, or units of measure.

• Which factor is most important in managing the warehouse (you can change these at any time to suit the needs of the business).

• Maximizing storage capacity.

• Maximizing productivity by reducing the number of trips that employees make for putaway, picking, or replenishment of stock.

• Using other criteria that you define.

When you define the warehouse and its contents to the JD Edwards EnterpriseOne Warehouse Management system, you construct a model of the warehouse and all of the items it contains.

Locations

Three types of locations exist in the JD Edwards EnterpriseOne Warehouse Management system:

• Logical locations, which the system uses for reporting on particular transactions. A logical location does not physically exist in the warehouse, although it does exist as a record in the JD Edwards EnterpriseOne Warehouse Management system. An example of a logical location is the variance location, which is the location that the system uses when you are confirming a smaller quantity than the suggested quantity during putaway confirmation. The system stores the remaining (leftover) quantity in the variance location. Then the system can record the variations in quantity during movement confirmation. Another example of a logical location is the primary location.

• Physical locations, which are locations that physically exist in the warehouse or are zones that are considered to be a part of the warehouse. An example of a physical location is an aisle or bin.

• Staging locations, which are locations for temporarily holding items. Staging locations can be logical or physical locations. Examples of staging locations are a variance location (a logical location) and a receiving/shipping dock (a physical location). When you define a staging location in the Location Profile program (P46020), you do not specify any dimension or weight capacity information. The system assumes that staging locations have unlimited capacity.

When you set up locations, you first must assign attributes to each warehouse location within the Location Master table (F4100). Attributes are characteristics that describe the purpose and physical position of each location in the warehouse. To assign attributes to warehouse locations, you use the Location Profile program. The system uses the attributes during inventory movement to select locations for putaway, picking, and replenishment.

The Allow Putaway, Allow Picking, and Allow Replenishment options enable you to define which movement (putaway, picking, or replenishment) you want to allow in each location. By defining movements for locations, you can use each location for different purposes.

Before you select the options for allowing putaway, picking, and replenishment, you should verify that you have defined zones for putaway, picking, and replenishment in the Location Master program (P4100).

These are examples of locations that you use for different purposes and the options that you should use for allowing putaway, picking, and replenishment:

• Storage location. For a location in a storage area, you typically select all three options. By selecting the Allow Putaway option, you can store inventory in the location. By selecting Allow Picking, you enable warehouse personnel to pick items in pallets from the location. By selecting the Allow Replenishment option, you enable warehouse personnel to use the items that they pick from the storage location to replenish another location.

• Picking location. For a picking location, you select the Allow Picking option and do not select the Allow Putaway and Allow Replenishment options. Although you pick from this location and, therefore, need to replenish inventory to it, you do not want to use the picking location to replenish another location. You also do not want to use the picking location for putaway because you want inventory to continue circulating throughout the warehouse so that sales orders are filled promptly.

• Dormant location. For locations that you are temporarily not using, you do not select the Allow Putaway, Allow Picking, or Allow Replenishment options. For example, you might need to leave a location empty because you are planning to remodel the location.

• Multipurpose location. For staging locations, overflow locations, holding locations, receiving locations, and shipping locations, you should select all three options-Allow Putaway, Allow Picking, and Allow Replenishment. However, for a variance location, you might select the Allow Putaway and Allow Picking options and not select the Allow Replenishment option. The variance location temporarily holds remaining quantity when you have confirmed a smaller quantity than the suggested quantity during putaway confirmation.

You also must enter sequence codes for locations. Sequence codes are numbers that the system typically uses for two purposes:

• To identify the order of locations in which warehouse personnel work

• To identify the order in which the system prints move documents

After you enter sequence codes for locations, you can build a tiebreaker table that the system uses to select between locations when the system has suggested multiple locations for putaway, picking, or replenishment. The system uses the sequence codes that you specified to select between equally suitable locations.

You also can use sequence codes to specify the order in which move documents, such as move tags, are printed. By printing move tags in the order in which locations appear in the warehouse, you can maximize the efficiency of warehouse operations.

There are several different types of picking that you define by entering sequence codes:

• Right-hand picking

• Alternate picking

Right-hand picking means that locations are sequenced so that warehouse personnel pick inventory from the right side of an aisle. When the employee reaches the end of the aisle, the employee turns around and follows the location sequence, continuing to pick from the right side of the aisle.

Although right-hand picking is usually productive, the disadvantage is that the employee has to travel through the aisle twice (one trip to the end of the aisle and one trip back to the beginning). Right-hand picking is most productive under these circumstances:

• The aisle ends at a wall.

• A conveyor belt runs in the middle of the aisle.

The aisle contains a large quantity of inventory that must be picked, thus offsetting the time that the employee spends traveling up and down the aisle.

Alternate picking means that locations are sequenced so that warehouse personnel begin picking inventory from the first location on the right side of the aisle, followed by the first location on the left side of the aisle. Then the employee returns to the right side of the aisle, picks from the second location, crosses to the left side of the aisle, and picks from the second location. The employee repeats the progression of picking from the right side followed by the left side until the employee reaches the end of the aisle.

Alternate picking is most productive when warehouse personnel use machinery such as forklifts to pick pallets in an aisle that does not end with a wall. The machinery might be too large to turn around in the aisle, although diagonal, forward movements enable warehouse personnel to pick inventory efficiently.

Alternate picking in U-shaped format means that warehouse personnel pick from multiple locations on the right side of the aisle first, and then make a U-turn to pick from the locations on the left side. Assuming that the employee is driving a piece of equipment to load the picked items, the employee stops the equipment in the middle of the aisle in a place that is central to all picking locations, completes the picking, and moves forward to repeat the same procedure.

Alternate picking in a U-shaped format is most productive under these circumstances:

• Warehouse personnel use equipment that is compact enough to turn 360 degrees in an aisle.

• The right-hand side contains a greater quantity of items to be picked so that the U-turn and picking from the left side does not impede efficiency.

Some advantages to alternate picking in U-shaped format are:

• Warehouse personnel travel only once through the aisle.

• The number of stops is reduced, provided that the employee stops the equipment in a central location from which multiple locations can be picked.

Finally, you can define latitude, longitude, and height, which are measurements that consist of location coordinates in the warehouse. The system uses these coordinates to calculate the distance between locations. The system uses the coordinates as tiebreakers in the Movement Instructions table (F46095) and in conjunction with the base picking and putaway locations that are defined in the Item Profile Revisions program (P46010).

After you specify information about latitude, longitude, and height, you can build a tiebreaker table that the system uses to select between locations when the system has suggested multiple locations for putaway, picking, or replenishment. The system uses the latitude, longitude, and height information that you specify to select between equally suitable locations.

If you have already specified sequence codes and want to build a tiebreaker table, you do not need to specify latitude, longitude, and height information, although doing so will augment the location information that you have already entered.

Fixed and Random Locations

Depending on the type of items that you store in the warehouse, you might use fixed or random locations or both.

In a warehouse where you store items in the same locations for the same movements (putaway, picking, or replenishment), you typically set up fixed locations for each type of movement.

In a warehouse where it is advantageous to store items in varied, multiple locations, you set up random rules. Random rules are sets of criteria that each location must meet to qualify as a location for an item. For example, assume that you have an order consisting of items that require refrigeration. After you create a random rule that requires that a location be refrigerated, you create a random locations table, which is a list of all the random locations that meet the requirements of the random rule. Assuming that you already have created the tiebreaker table, which stores information about each location such as sequence number, available space, and proximity, the system suggests a series of random locations for putaway, picking, or replenishment.

You might use fixed locations in these circumstances:

• After you have received perishable foods (such as poultry or dairy products) that are not stored in the warehouse, using fixed locations enables you to move the items directly from the receiving dock to the locations from which the items are picked.

• When you routinely receive items that require specific storage conditions, such as temperature, lighting, and humidity, using fixed locations enables you to use the same locations repeatedly for the same purpose.

You might use random locations when you receive pallets. For example, random locations enable you to store the pallets in many different locations in the warehouse. Typically, pallets share the same dimensions and characteristics, which enables flexibility for where the pallets can be put away and picked in the warehouse.

Item Warehouse Information

The JD Edwards EnterpriseOne Warehouse Management system and the Inventory Management system are closely integrated. By using Inventory Management, you create information about items and branch/plants that provides basic information for the JD Edwards EnterpriseOne Warehouse Management system.

Item Classification Codes

An item classification code represents a group to which you must assign an item. The system uses these codes to select the movement instruction tables (for putaway, picking, or replenishment) that determine location selection. The two types of item classification codes are:

• Item dimension group, which the system can use optionally to categorize items with identical or similar dimensions. For example, if you distribute compact discs, you probably have many item numbers for all of the compact discs, and all the compact discs share the same dimensions. By defining an item dimension group called CD, you can assign all of the item numbers to this group. By defining information about size and movement for the group, you do not have to define the information for each item individually.

• Warehouse process group, which the system must use to indicate how certain items are to be handled in the warehouse. For example, if you receive refrigerated products, you might create a warehouse process group called COLD to indicate to warehouse personnel that all items within the group are to be put away, picked, and replenished in a particular zone in the warehouse.

Item Profile Information

You must create an item profile for every item in the JD Edwards EnterpriseOne Warehouse Management system. The item profile contains basic information, such as:

• Whether you can store items of different types or ages in the same location.

• Whether to use one-phase or two-phase movement confirmation for putaway, picking, and replenishment.

• The default locations of the item.

One-phase movement confirmation enables you to confirm inventory movement in one step after you move the items out of the From location and into the To location.

Two-phase movement confirmation enables you to confirm inventory movement in two steps: first, when you move the items out of a From location into a temporary staging location, and second, when you move the items from the staging location to the To location.

Setting Up Locations

This section provides an overview of locations, lists a prerequisite, and discusses how to:

• Create the warehouse.

• Define warehouse specifications.

• Enter locations interactively.

• Define zones.

• Define the level of detail for locations.

• Set processing options for Location Master.

• Define location dimensions.

• Define location characteristics.

• Define location profile information for a single location.

• Define location profile information for multiple locations.

• Define location capacity.

Understanding Locations

A location is a place that you use to put away (store), pick (retrieve), or replenish (refill) items that you stock in the warehouse. The warehouse might consist of many locations, each with its own characteristics, such as:

• Length

• Width

• Height

• Weight capacity

• Proximity to other locations

Setting up locations is a major step in defining the warehouse. By setting up locations, you can match stock items to the locations based on this criteria:

• Item size and weight

• Maximum quantity by location

• Location characteristics

• Storage in an item's existing location

• Storage in an empty location

When you enter locations, the system stores them in the F4100. You select the naming convention (a combination of numbers, letters, or both, such as A/3/4 or 6/B/2/A), and you use the format that you specified on Branch/Plant Constants (a separator character such as / or . to name locations A/3/4 or 3.C.9). Enter locations interactively if you have only a few locations to create or if you do not want to use the batch process.

Warehouse Specifications

You define warehouse specifications to:

• Define the format in which the system displays a location, such as 1.A.1 or C/3/5

• Specify the inclusion rule that defines the order types and statuses for which you want the JD Edwards EnterpriseOne Warehouse Management system to create requests

• Define the default units of measure for dimensions, weight, and volume

• Define the default locations for receiving and shipping

Zones

You use zones to group similar locations. After you define a zone, you can use it to make inquiries without having to access each location contained in the zone. The three most common zones in a warehouse are for putaway, picking, and replenishment. For one location, you can have a putaway zone, a picking zone, and a replenishment zone. This situation enables you to use one location for different purposes.

You can also use zones to set up areas for items that require special storage conditions, such as explosion safeguards, refrigeration, low humidity, and low light.

Defining zones is optional. However, by defining zones, you can save processing time and help structure employees' movement patterns through the warehouse.

Level of Detail for Locations

You use levels of detail to control how the system displays storage areas for picking and replenishment, their capacities, and available space. You define what each level of detail represents (aisles, racks, bins, and so on). For example, if you use the Location Utilization inquiry program (P46220) to view the contents of the warehouse using a level of detail of 1 (warehouse level), the system displays one location (the warehouse). If you use a level of detail of 4 (rack level), for example, the system displays zones, aisles, and racks, and displays the capacities and available space for each rack.

You can create a blank location, such as / /, and assign it to a level of detail of 1. Then you can use level 1 to review the contents of the entire warehouse for reporting purposes or specify a logical warehouse named warehouse.

Location Dimensions

You define the dimensions of each location to maximize the use of warehouse space. After you specify the dimensions of a location, the system can determine which items fit best into the location with a minimum of wasted space. You can define:

• Gross and usable dimensions (width, depth, and height)

• Gross and usable volume, which the system calculates from the dimensions

• Maximum weight that a location can hold

If you do not specify a maximum storage weight, the system assumes that the location has an unlimited capacity for weight.

The system can use the location dimensions that you define to verify that the location has enough space for the item to fit. You can define a capacity method to provide the best match of an item to a location. You can use volume checking (capacity method 1), layering (capacity method 2), or quantity capacity checking (capacity method 3) when you set up item information using the Item Unit of Measure Definition program (P46011).

• In volume checking, the system compares the volume of the item that you are putting away to the available volume of space in the location. This method is most effective for items that are cubical in shape.

• In layering, in addition to performing volume checking, the system compares the length, width, and height of the item to the length, width, and height of the available space in the location. The system also can rotate the placement of the items during putaway.

• In quantity capacity checking, the system compares the quantity of the item to store to the quantity that you can still fit into the location.

If you use random locations for putaway, you must rebuild the tiebreaker table whenever you define or change the dimensions of a random location.

Location Characteristics

A characteristic is anything that makes a location (or a location group) unique. For example, you might stock items that must be kept cold to prevent spoilage, so you need to identify locations, such as a refrigerator, with characteristics that include Cold. You can assign an unlimited number of characteristics to each location in the warehouse.

Important! If you want the system to select locations randomly for putaway, picking, or replenishment (instead of using fixed locations), you must define location characteristics. If you use random locations for putaway, picking, or replenishment and you change characteristics for any of those random locations, you must regenerate the Random Locations table (F46821) to ensure that the system uses a current table when it searches for random locations.

If you use random locations for putaway, you must rebuild the tiebreaker table whenever you change the characteristics of a random location.

You can select a predefined characteristic from the Select User Define Code form. If the predefined characteristics do not meet the needs of the business, you can define the new characteristic and then reference that characteristic on the Work with Location Characteristics form.

Use location characteristic groups to reduce the number of locations for which you need to define characteristics by grouping them all together.

Location Profile Information

You define location profile information to attach specific attributes to each location. These attributes specify the location's purpose, and its physical position in the warehouse. The system can use these attributes during inventory movement to select locations for putaway, picking, or replenishment, as well as to determine what location is the best fit for the item, based on the attributes. You define attributes such as:

• Location sequences, which can form the routes that warehouse employees follow for putaway, picking, and replenishment

• Relative coordinates for each location in the warehouse, which the system uses to calculate the distance between two locations

• The maximum number of items you can have in the location

• A location dimension group for the location

• A characteristic group for the location (optional)

• Whether you can mix container types, or old and new items in the location

• Whether the location is used for putaway, picking, replenishment, or for staging inventory during two-phase movement

If you use random locations for putaway, you must rebuild the tiebreaker table whenever you change the putaway sequence or proximity (latitude, longitude, or height) of a random location.

Location Capacity

Each location has a finite capacity to hold items (except staging locations). You can define location capacity by location dimension group, such as bin, flow rack, pallet, or bulk (according to the size of the locations). Alternatively, you can define location capacity individually by quantity. You then specify how many items will fit in each location dimension group by an item's unit of measure.

You can define location capacity methods by setting up items to use one of these capacity checking methods:

• Volume. The system compares the item's cubic dimensions with the available cubic dimensions in the location.

• Layering. The system performs volume checking and compares the item's length, width, and height to the length, width, and height of the available space in the location. You must also specify whether the item's unit of measure definition enables the system to rotate the item during putaway.

• Quantity. The system compares the quantity of the item to store to the quantity that you can still fit into the location.

A location dimension group only defines the volume of each location in the group. If you define an item's unit of measure to use quantity when you verify a location's capacity, you must use Location Capacity Definition (P46024) to define the quantity of the item that will fit into a location. The system enables you to toggle between item and item dimension group format. If you use the quantity capacity checking method, defining quantities by item dimension group is faster because you do not have to define quantities and capacities for every item that you stock.

Prerequisite

Before you complete the tasks in this section, verify that you have identified the characteristics, dimensions, and physical position of each location in the warehouse.

Forms Used to Set Up Locations

Creating the Warehouse

Access the Branch/Plant Constants form.

Branch/Plant	Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant. You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department. Business unit security might prevent you from viewing information about business units for which you have no authority.
Address Number	Enter a number that identifies an entry in the JD Edwards EnterpriseOne Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location.
Location Control (Y/N)	Select to indicate that the system uses only locations that are defined in the Location Master table. When Warehouse Control is selected, the Location Control option must also be selected.
Warehouse Control (Y/N)	Select to indicate the system creates warehouse transactions for the branch/plant.

See Also

Setting Up Constants

Defining Warehouse Specifications

Access the Branch Location Definition form.

Separator Character	Enter a character that divides the elements of the location. For example, you might use a / as a separator character to divide elements such as aisle, bin, and shelf in a location code. Companies commonly use a . as the separator character. Separators are not stored in the tables, but are used to edit a location on a form or report. If you do not want to use separators, leave this field blank.
Aisle	Enter a number, 1 through 8, that identifies the number of characters to represent the tank (or aisle for packaged stock). Specify whether the system should use left or right justification for the aisle format.
Bin	Enter a number, 1 through 8, that identifies the number of characters to represent the owner for commingled bulk stock (or bin for packaged stock). Specify whether the system should use left or right justification for the bin format.
Code 3	Enter the number of characters to represent Code 3 in the location format specification. Specify whether the system should use left or right justification.

Access Warehouse Control

Entering Locations Interactively

Access the Enter Location Information form.

Location

Enter the area in the warehouse where you receive inventory. The format of the location is user-defined and you enter the location format for each branch/plant. A location format comprises elements and, optionally, a separator character. Elements represent more specific locations in a branch/plant. The total length of all elements in this field, including separators, cannot exceed 20 characters. If you leave this field blank and do not use a separator character, the system displays the location as an asterisk. If you use a separator character, the system displays the location with the correct number of spaces for each element, followed by the separator character. The location for a single tank can contain up to the number of characters identified in the Length of Tank/Aisle field on Branch/Plant Constants - Page 2. If the tank contains commingled stock, include the separator character defined on Branch/Plant Constants - Page 2 and identify the owner. The owner ID can contain up to the number of characters identified in the Length of Owner/Bin field on Branch/Plant Constants - Page 2.

Defining Zones

Access the Enter Location Information form.

Defining the Level of Detail for Locations

Access the Enter Location Information form.

Setting Processing Options for Location Master (P4100)

Processing options enable you to specify the default processing for programs and reports.

Display

Use this processing option to specify how the system displays information.

Defining Location Dimensions

Access the Location Dimension Revisions form.

Loc. Dimension Group (location dimension group)

Enter a code (46/LD) that identifies a group of locations that share the same dimensions. A location dimension group defines the dimensions for all locations that belong to the group. After you set up a location dimension group, you can assign locations to the group through Location Profile Revisions (P46020). You must define location dimensions if you plan to use volume-based putaway.

Access the Usable Cubic Dimensions section:

Note. If maximum weight is left blank, the system will allow unlimited weight for the location.

See Also

Defining Warehouse Specifications

Defining Location Characteristics

Access the Location Characteristics Revisions form.

Location Characteristic	Enter a code (46/DF) defines a characteristic for a location or location group. You can define unlimited characteristics (such as Cold, Dark, Dry, Heavy, and Secure) for any location or location group.
Characteristic Group	Enter a code (46/LC) that identifies a group of locations that share the same characteristics. A location characteristics group defines the characteristics for all locations that belong to the group. After you set up a location characteristics group, you can assign locations to the group through Location Characteristics (P46021).

See Also

Setting Up Random Requirements

Defining Location Profile Information for a Single Location

Access the Location Profile Revisions form.

Level of Detail	Enter a code that summarizes or classifies locations and provides a hierarchy of locations for review purposes. For example, you can assign aisles to level 2, and individual bins within the aisle as level 3.
Freeze Rule	Enter a code (H46/HR) that indicates what putaway restrictions you want to place on a location during the pick process. Values are: Leave blank and the system does not perform any automatic restrictions. Enter 1: to freeze when empty. Do not put away to this location after you pick the location empty. Enter 2: to freeze when picked (auto reset). Do not put away to this location after picking. When you pick the location empty, the system automatically resets the putaway flag to allow putaway to this location. Enter 3: to freeze when picked (manual reset). Do not put away to this location after picking. When you pick the location empty, you must manually reset the putaway flag to allow putaway to this location.
Maximum Items	Enter a number from 1 to 99 that specifies the maximum number of different items that can be stored in this location at one time. If you leave the field blank or enter 0, the system does not limit the number of different items in the location.
Tax Code	Enter a code (46/LT) that indicates whether the location contains tax-paid inventory (in-bond vs. duty paid). If an item has an assigned tax code, the system puts the item away only in locations with the same tax code. You assign tax codes to items through Item Profile (P46010).
Minimum Put % (minimum putaway percentage)	Enter the minimum percentage of the total location capacity that you want the system to use during putaway. You specify a minimum putaway percentage when you want an item to fill at least this percentage of an empty putaway location.
Minimum Pick % (minimum pick percentage)	Enter the minimum percentage of the total location capacity that you want the system to use during picking. If you use this minimum percentage, the system first determines how many of the items fit in the location. It divides the quantity of the item being picked by the maximum quantity that will fit in the location and compares the result to the minimum pick percentage. The system performs this check only if you defined the pick movement instructions to have the system do so.
Verification Code	Enter a two-character code that uniquely identifies a location. The Movement Confirmations program uses the code that you enter to verify that the system used the correct location during putaway or picking.
Container Code	Enter a code (46/EQ) that identifies a storage container or a shipping carton. A storage container can be an open container where items are stored on the container (for example, a pallet), or a closed container where items are stored in the container (for example, a box). You use the Container and Carton Codes program (P46091) to define storage containers.
Dimension Group	Enter a code (46/LD) that identifies a group of locations that share the same dimensions. A location dimension group defines the dimensions for all locations that belong to the group. After you set up a location dimension group, you can assign locations to the group through Location Profile Revisions (P46020). You must define location dimensions if you plan to use volume-based putaway.
Characteristics Group	Enter a code (46/LC) that identifies a group of locations that share the same characteristics. A location characteristics group defines the characteristics for all locations that belong to the group. After you set up a location characteristics group, you can assign locations to the group through Location Characteristics (P46021).
Staging Locn (staging location)	Select to indicate the location is a staging location, where you hold items temporarily before moving them somewhere else. Staging locations (such as the receiving and shipping docks) do not require a group definition for dimensions, volume, or weight, because they have unlimited capacity. Clear to indicate this location is not a staging location.
Recommend Crtn (recommend cartons)	Select to have the system recommend shipping cartons when picking from this location. The system recommends a carton only if you have set up the Carton Recommendation Method for the item. Clear and the system does not make carton recommendations when picking from this location.
Mix Containers	Select to indicate you want to allow more than one type of storage container for an item to be stored in the location. Clear to indicate you do not allow more than one type of container in this location You can also set up the item profile to allow mixing of containers. You use Allowed Containers (P46026) to define which containers are allowed in the location.
Mix Dates	Select to indicate you want the system to store items with different receipt dates in the same location. Clear to indicate you do not store items with different receipt dates in the same location. You must set up the location profile and the item profile in the JD Edwards EnterpriseOne Warehouse Management system to allow the mixing of dates.
Allow Putaway	Select to indicate the location is valid for putaway selection. Clear to indicate the location is not valid for putaway.
Allow Pick	Select to indicate this location is valid for picking. Clear to indicate this location is not valid for picking.
Allow Replenish	Select to indicate you allow replenishment from a location. Clear to indicate that you do not allow replenishment from a location.

Defining Location Profile Information for Multiple Locations

Access the Enter Location Profile Information form.

Putaway Sequence	Enter a number that you assign to a location to determine its place in the putaway sequence. Putaway is the movement of inventory to storage after receipt. A sequence of locations describes the path that warehouse employees follow through the warehouse during movement tasks. You can specify in the Movement Instructions (P46095) whether the system uses the putaway sequence as a tiebreaker when there is more than one location selected for putaway. For example, you can establish sequencing for the most efficient putaway routing.
Picking Sequence	Enter a number that you assign to a location to determine its place in the picking sequence. Picking is the movement of inventory from storage to satisfy an order. A sequence of locations describes the path that warehouse employees follow through the warehouse during movement tasks. You can specify in the Movement Instructions (P46095) whether the system uses the picking sequence as a tiebreaker when there is more than one location selected to pick from. For example, you can establish sequencing for the most efficient pick routing.
Replenish Sequence	Enter a number that you assign to a location to determine its place in the replenishment sequence. Replenishment is the movement of inventory from storage locations to picking locations. A sequence of locations describes the path that warehouse employees follow through the warehouse during movement tasks. You can specify in the Movement Instructions (P46095) whether the system uses the replenishment sequence as a tiebreaker when there is more than one location selected to replenish from. For example, you can establish sequencing for the most efficient replenishment routing.
Distance Latitude	Enter a value for the X or latitude coordinate of a location in the warehouse. The system can use latitude, longitude, and height as a tiebreaker when suggesting locations for putaway and picking.
Distance Longitude	Enter a value for the Y or longitude coordinate of a location in the warehouse. The system can use latitude, longitude, and height as a tiebreaker when suggesting locations for putaway and picking.
Maximum Items	Enter a number from 1 to 99 that specifies the maximum number of different items that can be stored in this location at one time. Enter a number. If you leave the field blank (or zero), the system does not limit the number of different items in the location.

Defining Location Capacity

Access the Location Capacity Revisions form.

Loc. Dimension Group (location dimension group)	Enter a code (46/LD) that identifies a group of locations that share the same dimensions. A location dimension group defines the dimensions for all locations that belong to the group. After you set up a location dimension group, you can assign locations to the group through Location Profile Revisions (P46020). You must define location dimensions if you plan to use volume-based putaway.
Item Dim Grp (item dimension group)	Enter a code (41/01) that identifies a group of items that share the same dimensions. An item dimension group defines the dimensions for all items that belong to the group. After you set up an item dimension group, you can assign items to the group through Classification Codes (41011).
UOM (unit of measure)	Enter a UDC (00/UM) that indicates the quantity in which to express an inventory item, for example, CS (case) or BX (box).
Container Code	Enter a code (46/EQ) that identifies a storage container or a shipping carton. A storage container can be an open container where items are stored on the container (for example, a pallet), or a closed container where items are stored in the container (for example, a box). You use the Container and Carton Codes program (P46091) to define storage containers.
Maximum Capacity	Enter the maximum of an item or item dimension group that can fit in the specified location dimension group. You can also define a storage container to limit the quantity.

Setting Up Fixed Locations and Zones

This section provides an overview of fixed locations and zones, lists a prerequisite, and discusses how to:

• Set up fixed putaway locations.

• Set up fixed picking locations.

• Set up fixed replenishment zones.

Understanding Fixed Locations and Zones

A fixed location is a place that you use for the same purpose, such as putaway, picking, and replenishment for a given item. A zone is a group of locations that you use for a particular purpose. For example, a flow rack near the shipping dock always holds the same item for picking, and a bulk location near the receiving dock always holds pallets of the same item. You use a fixed zone as one large location from which to replenish fixed picking locations.

Fixed Putaway Locations

You set up fixed putaway locations to use the same locations consistently for storing a given item. This consistency enables you to segregate putaway locations for certain items from other locations, or to keep putaway locations near their picking and replenishment locations. Often, the fixed putaway locations are the same as the fixed picking locations.

Fixed Picking Locations

You set up fixed picking locations to use the same locations consistently for picking a given item. This consistency enables you to segregate picking locations from other locations, or to keep certain items' picking locations near their putaway and replenishment locations. Often, the fixed picking locations are the same as the fixed putaway locations.

You might not want to create replenishment suggestions with a quantity that exceeds the quantity that a location can hold. Before you set up a fixed picking location, verify that the sum of each picking location's normal replenishment quantity and maximum replenishment quantity do not exceed the location's maximum capacity quantity. If they do exceed the location's maximum capacity quantity, the system prints movement documents to replenish a greater quantity than the location can hold because the system does not perform any capacity checking. You might not be able to store all of the items in the picking location.

You must set up fixed picking locations if you intend to use replenishment. Replenishment is the process by which the system refills picking locations in which items are depleted.

Fixed Replenishment Zones

You set up one or more fixed replenishment zones to connect replenishment locations with picking locations. The replenishment locations then refill the same picking locations consistently. This process enables you to segregate replenishment zones from other locations or to keep the replenishment locations for certain items near their picking locations.

If you have not set up a fixed replenishment zone for a picking location, the system searches for a replenishment zone that is attached to a picking zone. If you have not set up a picking zone, the system displays an error.

Prerequisite

Before you complete the tasks in this section, verify that the appropriate movement instruction table can access fixed locations.

Forms Used to Set Up Fixed Locations and Zones

Setting Up Fixed Putaway Locations

Access the Fixed Putaway Location Revisions form.

Location

Enter the area in the warehouse where you receive inventory. The format of the location is user-defined and you enter the location format for each branch/plant.

Setting Up Fixed Picking Locations

Access the Fixed Picking Location Revisions form.

Maximum Pick Quantity	Enter a number to indicate the maximum quantity to be picked for an item in a specific unit of measure at a location. The system will not suggest this location if the quantity to be picked exceeds the maximum pick quantity you define in this field.
Max Replenishment Quantity	Enter a number to specify the maximum quantity to be replenished to a fixed picking location. You must enter a quantity in this field if you will be doing economic replenishment. You specify in the processing options for the Location Selection Driver program (P46171) for automatic, or online, replenishment and in the processing options for the Batch Replenishment program (P461601) that you want to perform economic replenishment
Normal Replenishment Point	Enter a number to indicate the normal level of inventory at a fixed picking location that the system uses during batch replenishments to generate replenishment requests. You can have the system perform replenishment when the quantity in a fixed picking location reaches either the normal replenishment point or the minimum replenishment point. During automatic, or online, replenishment, the system uses the minimum replenishment point. For batch replenishment, you specify in the processing options of the Batch Replenishment program (P461601) which replenishment point you want the system to use
Min Replenishment Point	Enter a number to indicate the minimum quantity of inventory at a fixed picking location that the system uses to generate an online replenishment request. You can have the system perform replenishment when the quantity in a fixed picking location reaches either the normal replenishment point or the minimum replenishment point. During automatic, or online, replenishment, the system uses the minimum replenishment point. For batch replenishment, you specify in the processing options of the Batch Replenishment program (P461601) which replenishment point you want the system to use

Setting Up Fixed Replenishment Zones

Access the Fixed Replenishment Zone Revisions form.

Replenishment Zone

A code (46/ZN) that identifies replenishment zones, which are areas in the warehouse from which items are retrieved to replenish or refill picking locations. You assign zones to locations using Location Master (P4100).

Setting Up Random Requirements

This section provides an overview of random requirements and discusses how to:

• Define location characteristics by location or group.

• Assign characteristic groups to locations.

• Set up random rules.

• Create the Random Locations table.

• Build the tiebreaker table.

Understanding Random Requirements

A random requirement is a set of instructions that determine how the system builds random locations in the warehouse. Random requirements allow you to use warehouse space more efficiently because the system selects locations randomly. By creating this flexibility in storage, you enable the process of location selection to operate in a more efficient manner.

Location Characteristics

You define location characteristics to create random requirements. The system uses the random requirements to create random locations, which are groups of locations that correspond to a random rule. The random rule then can be assigned to the movement instructions.

For example, assume that you have an order that consists of items that require refrigeration and are stored in liquid form. Two of the characteristics that you would define might be cold and wet.

Characteristic Groups

You can assign characteristic groups to locations to create random rule requirements. You may also assign characteristics to a location using the Location Characteristics program (P46021).

For example, assume that you have created a characteristic group for an order that consists of refrigerated items that are stored in liquid form. You must specify locations in the warehouse that are suitable in temperature and space for storing the items.

Random Rules

You use random rules to make location selection more efficient by randomly distributing items throughout the warehouse instead of using fixed locations for putaway, picking, and replenishment. You create a random rule using random requirements that are based on location characteristics.

After you set up a random rule, you can include that random rule in a putaway, picking, or replenishment instruction table.

After you add or change a random rule or a location characteristic, you must build the Random Locations table using the Build Random Location Table program (R46821). If you do not run the Build Random Location Table program, the first putaway request that attempts to use the random rule will cause the system to automatically rebuild the F46821 table. The rebuild might result in slower processing of the movement request.

Random Locations Table

The F46821 table contains a list of all the random locations for a rule. You run the Build Random Location Table program after you change the random rule requirements or after you change the characteristics of random locations.

When you run the Build Random Location Table program, the system matches location characteristics with random rule characteristics and updates the Random Locations table.

Tiebreaker Table

Whenever you move inventory, the system uses information from the F46095 table to suggest locations for picking, putaway, or replenishment. If several locations meet the criteria, the system uses the information stored in a tiebreaker table to select the optimum location. To determine tiebreaker information for putaway to random locations, you must create a tiebreaker table that stores this information about every location in the warehouse:

• Sequence number

• Available space

• Proximity to a base location

You build a tiebreaker table using a program that selects locations and calculates their proximity and available space. You can use the generic program to build a tiebreaker table for all locations in the warehouse, or you can modify the program to create a table with fewer locations.

You must rebuild the tiebreaker table whenever you change any of this data:

• Putaway, Picking, or Replenishment Sequence Codes

• Location characteristics

• Location dimensions

• Location proximity (latitude, longitude, or height)

Forms Used to Set Up Random Requirements

Defining Location Characteristics by Location or Group

Access the Location Characteristics Revisions form.

Assigning Characteristic Groups to Locations

Access the Profile Revisions form.

Setting Up Random Rules

Access the Random Requirements Revisions form.

Random Rule	Enter a code (46/SR) that identifies a random requirements table. If you use Random, Empty or Existing locations for the movement method, you can enter a random rule code to consider only locations whose characteristics match the random rule. You can leave Random Rule blank to have the system consider all locations for each movement method.
Sequence	Enter a number that ranks optional characteristics in a random rule. During random putaway, picking, and replenishment, the system selects locations with characteristics that match the random rule's characteristics, according to the random characteristic sequence. If a characteristic is required, the system does not use the random sequence.
Rel. (relationship)	Enter a code ((H46/PU) that indicates what location characteristics should be included or excluded when choosing locations with a random rule. Each characteristic specified on a random rule must have a relationship code. You assign relationships on Random Tables (P46822). Values are: Enter EQ: to search for locations with characteristics that equal the random rule characteristics Enter NE: to search for locations with characteristics that do not equal the random rule characteristics
R O (required or optional)	Enter a code (H46/RQ) that indicates whether a location characteristic is required or optional for a random rule to select the location. The random rule selects locations that have characteristics matching the random rule's required characteristics. The random rule does not necessarily select locations matching the random rule's optional characteristics. Values are: Enter R: to use only locations that have this required characteristic Enter O: to use locations that have this optional characteristic, if possible
Characteristic	A code (46/DF) defines a characteristic for a location or location group. You can define unlimited characteristics (such as Cold, Dark, Dry, Heavy, and Secure) for any location or location group.

Creating the Random Locations Table

Select Advanced & Technical Ops (G4631), Build Random Location Table.

Building the Tiebreaker Table

Select Advanced & Technical Ops (G4631), Build Tiebreaker Information.

Setting Up Item Warehouse Information

This section provides an overview of item warehouse information, and discusses how to:

• Define unit of measure structures.

• Set processing options for Item Master (P4101).

• Define item classification codes.

• Set up item profiles.

• Set up item unit of measure and capacity definitions.

• Set processing options for Item Unit of Measure Definition.

Understanding Item Warehouse Information

You must provide warehouse information about each item before the system can process items. For example, you can classify items by their size or the demand for them. You must set up units of measure, such as eaches and boxes, and define a unit of measure structure that describes the relationship of each unit of measure to the other units of measure. You also need to specify default locations for items and whether items can mix with different items in the same locations.

Unit of Measure Structures

You must define a unit of measure structure to process an item in the JD Edwards EnterpriseOne Warehouse Management system. A unit of measure structure describes the relationship between the smallest unit of measure and larger units of measure, such as eaches to boxes, boxes to cases, and cases to pallets. For example, if you lack bulk floor space and you receive a pallet of 500 items, the unit of measure structure enables you to convert pallets to eaches automatically and to store the items in smaller locations. The system uses the unit of measure structure to select the most efficient unit of measure for picking, putaway, and replenishment.

You can define an unlimited number of unit of measure conversions for an item. For example, you can define conversions such as 24 items per case, 16 cases per pallet, and so on. However, the system limits the structure to 5 unit of measure levels. You assign a code (1 through 5) to each unit of measure level in the structure.

Each item must have a primary unit of measure. The primary unit of measure is the smallest unit of measure that the system can track. You should assign a structure code of 1 to the largest unit of measure, such as a pallet. The system automatically assigns the highest numerical structure code for an item (up to five unit of measure levels) to the primary (smallest) unit of measure.

The system uses the unit of measure conversions based on how you set the unit of measure conversion in System Constants. You can use conversions that were defined for the item in a specific branch/plant, or you can define conversions for an item that apply to all branch/plants. If you do not set the unit of measure conversion, the system searches for the item's conversion in the Item Master table.

The system overrides the Unit of Measure structures for each item that is tracked in the system by a serial number. For these items, the primary unit of measure will always be in level one, with a quantity of one. The system tracks serial numbers using one record for each serial number. You cannot merge these records.

Item Classification Codes

An item classification code is a group to which you assign an item. During inventory movement (putaway, picking, and replenishment), the system uses these codes to select the movement tables that determine location selection. You use two types of item classification codes for the warehouse:

• Item dimension group

• Warehouse process groups

For example, you can assign a compact disc to the item dimension group DISK and to the warehouse process group FAST because it is a popular item and does not remain in stock very long.

Item Profiles

Every item that you process through the warehouse must have an item profile. The item profile contains basic information such as:

• Whether you can store items of different types or ages in the same location.

• Whether to use one or two-phase movement for putaway, picking, and replenishment.

• The item's various default locations.

For example, you can set up a profile for item Compact Disc to:

• Allow mixing with other items.

• Use two-phase putaway, picking, and replenishment.

• Use location V/ / as its default variance location.

Item Unit of Measure and Capacity Definitions

You define information about each item's units of measure, such as eaches, boxes, and cases, to allow the system to perform putaway, picking, and replenishment of that item. You define the item's units of measure when you create the Item Master record for the item.

Each item's unit of measure definition includes information such as:

• The default storage container.

• A switch that controls license plate tracking for that unit of measure when license plates are activated.

• The dimensions that the system uses to calculate volume.

A unit of measure structure describes the relationship of eaches to boxes, boxes to cases, cases to pallets, and so on. If you use a unit of measure structure, you define each unit of measure in the structure during the creation of the basic Item Master record for the item. If you do not use a unit of measure structure, you must define the primary unit of measure for the item.

You use the Work With Item Unit of Measure Definition form to define the unit of measure's dimensions and how the system processes each unit of measure for an item's structure. You can define units of measure by item or item dimension group, and the system enables you to specify whether to display item or item dimension group information.

You select an item dimension group from UDCs. If the predefined item dimension groups do not meet the needs of the business, you can define a new item dimension group on the User Defined Codes form and then reference that group on Unit of Measure Group Revisions.

If you set up an item unit of measure definition, it always overrides an item group unit of measure definition. The item unit of measure is specific to that item, whereas you use the item group unit of measure to supply the unit of measure information for all items in the group during inventory movement. You can set up an item dimension group and then set up item unit of measure definitions for items that vary from the normal dimensions of the group.

Forms Used to Set Up Item Warehouse Information

Setting Processing Options for Item Master (P4101)

Processing options enable you to specify the default processing for programs and reports.

Defaults

These processing options define the default information that the system uses, such as unit of measure.

Process

These processing options enable you to specify the effective from and thru dates that the system uses in the Item Notes table and whether the system displays certain forms when you add or change information on the Item Master Revisions form.

Global Update

This processing option enables you to update changes made to the second or third item numbers to records in selected tables.

Versions

These processing options enable you to specify the versions for various programs that you access from the Item Master program. Versions control how the system processes and displays information. Therefore, you might need to set the processing options to meet the specific needs of the business.

Interop

These processing options allow you to specify whether the system performs outbound interoperability processing and whether the system creates a record of a transaction prior to changes to the transaction.

Defining Unit of Measure Structures

Access the Item Unit of Measure Conversions form.

Defining Item Classification Codes

Access the Category Codes form.

See Also

Defining Process Selection

Setting Up Item Profiles

Access the Item Profile Revisions form.

Setting Processing Options for Item Unit of Measure Definition (P46011)

Processing options enable you to specify the default processing for programs and reports.

Display

Use these processing options to specify how the system displays information.

Setting Up Item Unit of Measure and Capacity Definitions

Access the U/M Definition by Item Revisions form.

Process Rules

Select Process Rules.

Capacity Requirements

Select Capacity Requirements.

Setting Up Inclusion Rules

This section provides an overview of inclusion rules, and discusses how to:

• Define inclusion rules.

• Set processing options for Supply/Demand Inclusion Rules (P34004).

Understanding Inclusion Rules

An inclusion rule specifies which order type, line type, and status combinations that you process through the warehouse. The inclusion rules therefore determine the steps at which the system creates putaway requests (during purchase order receipts entry) or picking requests (during sales order processing).

You must define the inclusion rule and include the order type, next status, and line type for the order for which you want to create a putaway or picking request.

Forms Used to Set Up Inclusion Rules

Setting Processing Options for Supply/Demand Inclusion Rules (P34004)

Processing options enable you to specify the default processing for programs and reports.

WO Types

Use this processing option to indicate which line of the data dictionary column title the system uses for the text description of this data item.

Defining Inclusion Rules

Access the Work With Supply/Demand Inclusion Rules form.

Setting Up Order Groups

This section provides an overview of order groups, and discusses how to set up order groups.

Understanding Order Groups

An order group is a set of document types, such as purchase orders or sales orders, that you use as a group to select movement instructions for putaway, picking, and replenishment. You define the order group to identify which putaway, picking, or replenishment instruction table to select during process selection.

You can use a blank name for the most commonly used order group.

You must assign each order type that you use to an order group. For replenishment, you must assign document type IQ to each order group that you use. Additionally, you must set up order groups if you want to perform online replenishment.

Forms Used to Set Up Order Groups

Setting Up Order Groups

Access the Order Group Revisions form.

Order Group	Enter a UDC (46/DT) that identifies a group of order types that you want to process as one for putaway, picking, and replenishment transactions. You set up order group codes on the User Defined Codes form, then add order types to the code on Order Groups (P46092). You specify an order group on Picking Instructions (P46095) to limit the order types that trigger replenishment after picking.
Order Type	A code (00/DT) that identifies the type of document, such as an order or an invoice.

Setting Up Unit of Measure Groups

This section provides an overview of unit of measure groups, and discusses how to set up unit of measure groups.

Understanding Unit of Measure Groups

A unit of measure group is a set of units of measure that you want the system to process in the same way during putaway, picking, and replenishment. This method saves you time during warehouse setup. You can use unit of measure groups by assigning the groups to movement instruction tables to control inventory movement.

You can assign a unit of measure to only one unit of measure group.

Forms Used to Set Up Unit of Measure Groups

Setting Up Unit of Measure Groups

Access the Unit of Measure Group Revisions form.

Unit of Measure Group

Enter a UDC (46/UG) that identifies a group of units of measure that you want to process as one for putaway, picking, and replenishment transactions. You use unit of measure groups to set up movement instructions for putaway, picking, or replenishment.

Setting Up Mixed Sequence Packing Groups

This section provides an overview of mixed sequence packing groups and discusses how to setup mixed sequence packing groups.

Understanding Mixed Sequence Packing Groups

A mixed sequence packing group is a group of items that you want the system to process in the same container for use with a standard pack rule.

Forms Used to Set Up Mixed Sequence Packing Groups

Setting Up Mixed Sequence Packing Groups

Access the Mixed Item Packing Group Revisions form.

Mixed Package Group

Enter a UDC (46/MP) value that identifies a group of item numbers that can be packaged together in a mixed sequenced standard pack.

Setting Up Storage Containers

This section provides an overview of storage containers, and discusses how to:

• Define storage containers.

• Set up allowed containers for each location.

• Set up item standard packs.

• Set up processing options for Item Standard Packs (P460131).

• Set up pallet standard packs.

Understanding Storage Containers

You can use storage containers, such as boxes, canisters, or pallets, to store items while they are in the warehouse. You set up storage containers to specify how much space that the container requires in the storage location. You can also specify which containers are allowed in a particular location. The system uses this information to select locations during putaway.

Two types of storage containers are available:

• Open or pallet-type containers, which you can overfill to exceed the container's dimensions to create storage space on top of the container

• Closed or box-type containers, which you cannot overfill

You define the dimensions, weight, capacity, and purpose (for example, whether a storage container is shippable) of each container that you want to use in the warehouse. You can also define container pieces and enter Advance Ship Notice information about a shipping container. The system uses this information when choosing locations for putaway and also for transactions that involve other JD Edwards EnterpriseOne systems.

The system contains predefined container codes that identify various storage containers or shipping cartons, such as codes for packaging, pieces, or expendable containers. If the container codes do not meet the needs of the business, you can add codes on the User Defined Codes form.

The system enables you to put any type of container in a location. However, you can restrict the container types allowed in a location. You can enter a single container code, or you can define a list of allowed containers.

To calculate the space that you need for a storage container, you must define whether the item's container is pallet-type (open) or box-type (closed) on the Item U/M Definition - Capacity Requirements form.

Item Standard Packs

The required quantity of items is called the item standard pack. You can set up the quantity of items in a carton, based on the customer and the item's unit of measure. Using the Item Standard Packs application, you can set up item standard pack information by specifying the highest or largest item unit of measure that the system places in the first shipping container to be tracked.

You can also set up item standard packs for a group of similar items by using the mixed item packaging group. You use the Select Item Group processing option on the Process tab to specify the default display. When locating records on the Work With Item Standard Packs form (W460131A), you can also select whether to view item numbers or the item dimension group and packing groups.

Note. You specify an item's dimension group on the Category Codes form (W4101B) in the Item Master or Item Branch (P41026) applications.

The system uses standard pack information to create the carton detail that is used for the Advance Ship Notice. Because a standard pack can vary by Sold To and Ship To values, you can set up item standard packs by Sold To and Ship To values, or both.

You can also enter a recommendation sequence for alternate cartons, which is informational only. If you print labels for a shipment, the system generates a label for each layer that is set up.

The system uses the Standard Pack Recommendation Rules table (F460131) to process standard pack information.

Pallet Standard Packs

You can use the Pallet Standard Packs application (P460132) to specify standard pack quantities for other types of packaging, such as the number of cartons on a pallet. Because a standard pack can vary by Sold To and Ship To values, you can set up pallet standard packs by Sold To and Ship To values, or both.

The system uses the Standard Pack Recommendation Rules table to process standard pack information.

Forms Used to Set Up Storage Containers

Defining Storage Containers

Access the Container and Carton Codes Revisions form.

Container Code	Enter a UDC (46/EQ) that identifies a storage container or a shipping carton. A storage container can be an open container where items are stored on the container (for example, a pallet), or a closed container where items are stored in the container (for example, a box). You use the Container and Carton Codes program (P46091) to define storage containers.
Dimensionless Container	Select to specify that the carton dimensions will not be used when calculating the size of the piece. For the calculations of the size of the piece, the Item/UOM Dimensions will be used. This enables you to set up the carton as a dimensionless carton. You can create cartons such as own or shrink wrap. Clear and the system uses the carton to determine the size of the piece.
Width	Enter the gross width of the location as defined within the: Location dimension group. Unit Of Measure Definition form (by item or group). Gross width of a storage container or shipping container. The unit of measure can be defined on the Branch/Plant Constants - Location Definition form.
Depth	Enter the gross depth of the location as defined within the: Location dimension group. Unit Of Measure Definition form (by item or group). Storage container or shipping container. The unit of measure can be defined in Branch/Plant Constants - Location Definition.
Height	Enter the gross height of the location as defined within the: Location dimension group. Unit Of Measure Definition form (by item or group). Storage container or shipping container. The unit of measure can be defined on the Branch/Plant Constants - Location Definition form.
Cubes	Enter the gross cubic dimensions of the locations defined within the: Location dimension group. Unit Of Measure Definition form (by item or group). Storage or shipping container. The unit of measure is defined in Branch/Plant Constants - Page 2 (P410012).
Dimension UM	Enter a UDC (00/UM) that identifies the unit of measure that the system uses to display dimensions for the warehouse. The system provides the ability to establish inches, centimeters, meters, and so forth, as a measuring standard.
Cubes UM	Enter a UDC (00/UM) that identifies the unit of measure that the system uses to display volume for this branch/plant. The system inputs a value in this field from Branch/Plant Constants - Page 2 (P410012). You can override this default value.
Weight	Enter the gross weight of one unit of the item in this unit of measure, or the weight of an empty storage container or shipping carton. The system enters these as the default values in the F4602 and uses the values in maximum weight calculations for specified locations during putaway.
Weight UM	Enter a UDC (00/UM) that identifies the unit of measure that the system uses to indicate weight for this item. You can specify ounces, grams, kilograms, and so on, as weight standards. The system uses this unit of measure for the item or overrides it for an individual item or container.
Maximum Weight	Enter the maximum weight of a carton, including the weight of the carton itself and its contents. You define the maximum weight in the Container and Carton Codes program (P46091). The system uses the defined maximum weight during warehouse cartonization. In addition, the system gives you a warning during the Carton Reorganization process (P4620) if a carton exceeds its maximum weight.

Cartonization

Select Cartonization.

Ship Notice

Select Ship Notice.

License Plate

Select License Plate.

Associated Item

Setting Up Allowed Containers for Each Location

Access the Allowed Containers by Location - Revisions form.

Setting Processing Options for Item Standard Packs (P460131)

Processing options enable you to specify the default processing for programs and reports.

Display

Use this processing option to display an item dimension group.

Versions

Specify the version of Item Unit of Measure Definitions.

Setting Up Item Standard Packs

Access the Work With Item Standard Packs form (W460131A).

Display Item Number	Select this button to display Item Number information.
Display Item Dimension Group	Select this button to display Item Dimension Group information.
Display Mixed Package Group	Select this button to display Mixed Package Group information.

On this form you can launch several programs from the Row menu to process standard pack information.

Access the Item Standard Pack Revisions form.

Item Number	A number that the system assigns to an item. It can be in short, long, or third item number format.
Item Dimension Group	A code (system 41/type 01) that identifies a group of items that share the same dimensions. An item dimension group defines the dimensions for all items that belong to the group. After you setup an item dimension group, you can assign items to the group through Classification Codes (41011).
Mixed Package Group	The unique identifier for a group of item numbers that can be packaged together in a mixed sequenced standard pack.
Container Code	Enter a UDC (46/EQ) that identifies a storage container or a shipping carton. A storage container can be an open container where items are stored on the container (for example, a pallet), or a closed container where items are stored in the container (for example, a box). You use the Container and Carton Codes program (P46091) to define storage containers.
Customer Carton ID	Enter a code that the customer uses to represent a carton in the system.
Standard Pack	Enter a number that indicates the standard quantity within a container.
Recommendation Sequence	Enter a number that indicates the order in which a carton is chosen by the system. The system selects the carton with the lowest recommendation sequence first.

Note. The Item Number, Item Dimension Group, and Mixed Package Group fields are not displayed on this form at the same time. The field displayed is based upon the respective radio button selected on the Work With Item Standard Packs form.

See Also

Setting Up Item Warehouse Information

Defining Location Capacity

Setting Up Pallet Standard Packs

Access the Pallet Standard Pack Revisions form.

Inner Carton	Enter a code that identifies the container the item is stored on or in when in a location in the warehouse. If an item is stored on or in a container when it is picked, you must update this field for the system to be able to make recommendations for shipping cartons.
Outer Carton	Enter a UDC (46/EQ) that identifies a storage container or a shipping carton. A storage container can be an open container where items are stored on the container (for example, a pallet), or a closed container where items are stored in the container (for example, a box). You use the Container and Carton Codes program (P46091) to define storage containers.
Customer Carton	Enter a code that the customer uses to represent a carton in the system.

Setting Up Container Bill of Materials

This section provides an overview of container bill of materials, and discusses how to set up container bill of materials.

Understanding Container Bill of Materials

A container bill of material makes up the pieces of a container, such as drawers, shelves, dividers, and so on. These pieces may also be parent pieces that contain child pieces. For example, a tote may contain drawers, and each drawer may have dividers.

You set up a container bill of material by the branch/plant and container. If the pieces differ by a customer or Ship To value, you must set up separate container codes for each configuration. The system uses the container pieces when processing the Advance Ship Notice.

The Work With Container Bill of Material form (W46098C) displays the container bill of material in a tree structure. The container is the first node, and expanding the node displays the pieces for a container. Because a piece can be made up of one of more pieces, you can continue expanding the tree until the last piece is displayed.

The detail area provides this type of information about the container piece:

• Container description

• Container code for the piece

• Piece description

• Quantity

• Branch/Plant

You can delete the child pieces of a container, but if you delete the top node, the system deletes the entire bill of material for the container. Deleting a child piece that contains associated child pieces does not delete those associations. Deleting the container or piece for the bill of material will not delete it from container and carton codes.

The system uses the Container Bill of Material table (F46098) to process information.

Forms Used to Set Up Container Bill of Materials

Setting Up Container Bill of Materials

Access the Container Bill of Material Revisions form.

Container Code	Enter a (46/EQ) that identifies a storage container or a shipping carton. A storage container can be an open container where items are stored on the container (for example, a pallet), or a closed container where items are stored in the container (for example, a box). You use the Container and Carton Codes program (P46091) to define storage containers.
Container Piece Code	Enter a code that identifies a piece in a parent container.

Setting Up Shipping Cartons

This section provides an overview of shipping cartons, and discusses how to set up shipping cartons.

Understanding Shipping Cartons

You set up shipping cartons to define what cartons exist, which cartons are available, and the percentage of space in the carton that an item can fill. The system uses this information to recommend shipping cartons during picking.

After you have set up a carton and after the carton has been picked, you have the option of reorganizing its contents and its placement within a shipment prior to shipping. The Carton Reorganization program (P4620) not only enables you to reorganize a carton's contents, but also enables you to create and organize new cartons.

Forms Used to Set Up Shipping Cartons

Setting Up Shipping Cartons

Access the Container and Carton Codes Revisions form.

Maximum Weight

Enter a number that indicates the maximum weight of a carton, including the weight of the carton itself and its contents. The system uses the defined maximum weight during warehouse cartonization. In addition, the system gives you a warning during the Carton Reorganization process (P4620) if a carton exceeds its maximum weight.

See Working with Standard Pack Carton Recommendations.

Setting Up Locations for Carton Recommendation

This section discusses how to set up locations for carton recommendations.

Forms Used to Set Up Locations for Carton Recommendations

Setting Up Locations for Carton Recommendations

Access the Location Profile Revisions form.

See Working with Standard Pack Carton Recommendations.

Setting Up Carton Recommendation Methods for Items

This section lists a prerequisite, and discusses how to set up carton recommendation methods for items.

You must set up each item's carton recommendation method in that item's unit of measure definition. You can recommend cartons by item volume or by the percentage of the carton that the item fills.

Prerequisite

Before you complete the tasks in this section, verify that you have set the processing option in the Task and Trip Creation program (R46471).

Forms Used to Set Up Carton Recommendation Methods for Items

Setting Up Carton Recommendation Methods for Items

Access the U/M Definition by Item Revisions form.

See Working with Standard Pack Carton Recommendations.

Setting Up Carton Fill Percentages for Items

This section provides an overview of carton fill percentages for items, lists a prerequisite, and discusses how to set up carton fill percentages for items.

Understanding Carton Fill Percentages for Items

Each item can fill a portion of each available shipping carton. If you select cartons according to the percentage of the carton that an item occupies, you must define how much of each carton's space that a particular item can fill.

If you store the item in a container, you must specify each valid container. The fill percentage that you enter should take into account the dimensions of the item's container.

Prerequisite

Before you complete the tasks in this section, verify that you have set the processing option for carton recommendation in the Task and Trip Creation program.

Forms Used to Set Up Carton Fill Percentages for Items

Setting Up Carton Fill Percentages for Items

Access the Item/Carton Recommendation Rules Revisions form.

Working with Standard Pack Carton Recommendations

This section provides overviews of standard pack carton recommendations and carton charges for expendable containers, lists prerequisites, and discusses how to:

• Activate standard pack recommendations.

• Revise standard pack carton recommendations.

• Revise carton quantities.

• Calculate round to standard pack.

• Set processing options for Standard Pack Carton Recommendations (P4615).

• Add cartons to a shipment.

• Reorganize cartons and items in a shipment.

• Review carton detail information.

• Set processing options for Carton Reorganization (P4620).

• Run the Carton Recommendations report (R46151).

• Set up carton charges for expendable containers.

Understanding Standard Pack Carton Recommendations

You can use the Standard Pack Carton Recommendations application to generate carton detail when you set the Version of Carton Reorganization processing option. A carton recommendation summarizes the number and weight of pallets or cartons, and can make carton and pallet recommendations.

If an item is packed in two different types of cartons there will be two separate lines for the item on the Work With Carton Recommendations form. This form summarizes on each detail row the shipment number, item, and the innermost and outermost carton. The row for the outer most carton will have a blank outer carton.

For example, a carton recommendation would list this information on the Carton Hierarchy form:

• Shipment number

• Type of cartons

• Total number of cartons and pallets needed

• Weight of items and cartons

• Customer carton ID

You can manually change the recommendations when an expendable or alternate packaging is used. You can manually change recommendations using Standard Pack Carton Recommendations as long as carton detail has not been created for the shipment. No automatic changes can occur to carton recommendations after you have manually changed a carton recommendation.

Packaging is based on the rules for standard pack. Recommendations will be across all sales orders on a shipment, meaning, a carton can hold the same item number from multiple sales orders and a pallet can hold cartons from multiple sales orders.

The system will not recommend mixed cartons. Unless mixed packed groups are used, only parts with the same item number will be put in an innermost carton. If the system does not find standard pack information for an item, the system adds the item as a loose piece on the shipment (based on the transaction unit of measure). If an inventory storage container is set up for the item in the warehouse management module, it will be the default container for the loose piece but it will not have a customer carton number.

Note. Carton recommendations impact the Transportation Management, Sales Order Management, and Demand Scheduling systems. The system creates carton recommendations during the shipment creation process and updates recommendations automatically when a shipment changes.

The JD Edwards EnterpriseOne Warehouse Management system does not recognize the carton recommendations created for standard packs, and you can process standard packs with the JD Edwards EnterpriseOne Warehouse Management system on or off. To ensure that sales orders remain out of the JD Edwards EnterpriseOne Warehouse Management system, you can set up a separate status flow for the order types that use standard pack recommendations. You should exclude the order type status from the inclusion rules used to create warehouse requests.

The system generates the recommendation when creating shipments, based on the type of order established in the Document Type Master table (F40039) and whether you have activated carton recommendation processing for the document type in the Document Type Maintenance application (P40040). When you activate carton recommendations, you can:

• Select standard pack recommendations. The system recommends the innermost carton and any additional packaging layers that are set up in standard pack rules.

• Specify the Carton Creation Status. This is the status for recommendations created by the system.

• Specify the Carton Change Status. The status for recommendations that have been manually changed or Carton Detail has been created. Once the carton is at this status, the system will not automatically re-calculate packaging recommendations if the sales order quantity is changed for an item.

• Specify shipment sequencing. The system indicates that the document type will enable manual entry of production sequencing fields Job Number (PSJOBNO) and Job Sequence (JOBSQ).

The system also uses these tables for processing carton recommendations:

• Carton Recommendations (F4615)

• Carton Detail Information (F4620)

• Container and Carton Codes (F46091)

• Shipment Header (F4215)

• Shipment Detail (F4942)

• Document Type Master (F40039)

• Standard Pack Recommendation Rules (F460131)

• Mixed Sequenced Packing Groups (F460151)

Partial Cartons and Pallets

You can use partial cartons when you are not using standard pack rounding for demand scheduling. Cartons may contain smaller cartons or items, but you cannot mix items in the same immediate carton unless you are using mixed sequence standard packs.

The system considers pallets as any packaging that is in addition to the innermost carton. If you create carton detail using carton recommendations, you can set the Allow Partial Pallets for Carton Detail processing option on the Process tab to prohibit the creation of partial pallets. If you do not allow partial pallets, the system does not create a pallet if there are not enough cartons to make a full pallet. In this case, the system creates cartons as loose pieces on the shipment. The pieces can be put on a pallet later during staging using the Carton Reorganization application. This option is useful when loose pieces will be built onto a mixed pallet. However, this option should not be used with mixed sequence pallets.

These scenarios are examples of partial pallet processing when you do not allow partial pallets:

• If there are ten cartons per pallet but only five cartons are being shipped, the system uses carton detail to create five loose cartons, and the pallet would not be written to carton detail.

• If there are two boxes per carton and ten cartons per pallet, but only nineteen boxes are being shipped, the system creates nine cartons with two boxes per carton, for a total of eighteen boxes and one loose box. The system does not write the pallet to carton detail because there are not enough cartons to make a full pallet. A carton was not created to hold the loose box because it would have been a partial carton.

Carton Hierarchy

You can review in a tree structure the contents of a carton for a shipment. The first line represents the carton type you entered. If the carton type has a plus sign, you can navigate to the next container, and do so until the lowest container is displayed. The form displays additional information about the container on the selected line, such as:

• Standard pack

• Inner carton code

• Inner carton quantity

• Item number

• Item description

• Item quantity

• Unit of measure

• Customer carton ID

• Branch plant

• Mixed Packaged Group

Round to Standard Pack

You can use the Standard Pack Calculator form (W4615E) to display standard pack information for items or cartons and change their quantities. You can override the values for the standard pack and produce useful planning calculations to review how the system will build standard packs and how pallets are affected when you change quantities.

You calculate the number of cartons and pallets that will be needed based on these values:

• Sold To

• Ship To

• Item

• Unit of measure

• Quantity

Carton Detail

You can expand a carton recommendation and revise the details when you set the Version of Carton Reorganization processing option of Standard Pack Carton Recommendations program. For example, suppliers use expendable containers when they run out of returnable containers. Typically the cost is charged to the customer. You can add additional packaging costs to a sales order and override carton detail with the changed information. The container information (including any expendables) must be reported on the ASN.

Carton detail includes information such as the label serial number, shipment number, carton type, standard pack quantity, and sales order lines that make up the carton. The detail also describes the relationship between shipping cartons, such as which cartons are on a specific pallet.

After you make changes to carton detail, the system displays the number of cartons that you added at the bottom of the shipment's list of contents.

When you add cartons, the cartons that you add are empty. You must reorganize the other cartons or items within the shipment so that the new cartons have contents. Otherwise, when you confirm the reorganization, the system automatically deletes any empty cartons from the shipment.

When you create carton detail, the system expands the carton recommendation and builds detail records for each carton. The system allocates items to sales order lines and links the data to the transportation tables.

Sales Order

This table is an example of a sales order:

Standard Pack Carton Recommendations (P4615, F4615)

This table is an example of carton detail:

Carton Reorganization (P4620) (Carton Detail Information (F4620))

This table continues the example:

You can create carton detail using these methods:

Note. Changes you make in this application affect carton detail, not sales detail. You should not create carton detail until after running the Print Pick Slips program (R42520). Pick slips may split the sales order line, and the system does not update line splits to the sales order information in carton detail from this process.

The system uses information from carton detail to generate the Demand Scheduling Bill of Lading (R49116), label data and ASN information. The system uses these tables to process carton detail:

• Carton Detail Information (F4620)

• Carton Recommendations (F4615)

• Sales Order Detail File (F4211)

• Shipment Header (F4215)

• Sales Order Detail – Tag File (F49211)

Reorganization

After you have set up a carton and after the carton has been picked, you have the option of reorganizing its contents and its placement within a shipment prior to shipping. The Carton Reorganization program not only enables you to reorganize a carton's contents, but also enables you to create and organize new cartons, as well as allocate carton quantities to sales orders.

When you are working with cartons, you might need to reorganize the cartons in many ways, including:

• Adding new cartons to a shipment

• Consolidating one carton into another carton

• Splitting the contents of one carton into two cartons

• Changing the level of one carton to another carton level (for example, you might change a box to a pallet)

• Updating the carton status reconciliation

When you are working with the contents of a carton, you might need to reorganize items in one of these ways:

• Move items from one existing carton to another within a shipment (for example, you might move a group of items onto a pallet)

• Move an entire quantity, in a particular unit of measure, to another carton (for example, you might move one case of canned goods from one carton to another)

• Move a partial quantity, in a particular unit of measure, to another carton (for example, you might move half of a case of canned goods from one carton to another)

• Move items from an existing carton to a new carton (for example, you might remove four tires from a pallet and place them inside a carton)

• Remove a carton from a parent carton and designate the removed carton as another parent-level carton

• Remove an item from a carton, leaving the item outside of any cartons

The system automatically calculates weight limit information when you reorganize a carton. If you set the appropriate processing option, the system displays a warning if the carton that you have reorganized exceeds its weight limit.

When you are moving items within a shipment, you can set the appropriate processing option in the Carton Reorganization program to allow you to specify the quantity of the item that you are moving. If you leave the processing option blank, the system assumes that you want to move the entire quantity of the item.

It is recommended that you set the appropriate processing options in the Carton Reorganization program to create or update these tables:

• F4620

• SO Pack Confirm Detail (F4216)

• Shipment Pieces (F4943)

• Shipment Reference Numbers (F4217)

These tables contain detailed information about cartons, their contents, and the shipping and tracking information that needs to be created or updated every time you create or reorganize a carton. For example, by setting the appropriate processing options, you ensure that you are maintaining current UCC 128 compliance information in the system and can provide customers with ASNs (advance ship notices) and bar-coded shipping container labels. ASNs communicate the contents of a shipment to a customer. When the customer receives the shipment, the customer scans the bar-coded container labels on the contents of the shipment and matches the contents to the ASN as part of an automated receipts process.

After you create or reorganize cartons in a shipment, you also might want to review carton detail information. The Carton Detail Inquiry program (P4621) enables you to review this type of carton detail information:

• Carton identification information

• Item information

• Weight and dimension information

• Related sales order information

• UCC 128 information

When you revise carton details, the system calculates accurate weight values and updates the carton detail status. Use the processing options on the Status tab in the Carton Reorganization to specify how the system processes the statuses.

You can use the Form menu on Carton Reorganization to confirm sales order lines. This enables you to correct carton data if the line level reconciliation fails or a change is made to quantity shipped during confirmation.

If you want to send an ASN to the customer, first add the appropriate statuses to the order activity rules for order type S4S in the Order Activity Rules program (P40204).

Note. Changes you make in this application affect carton detail, not sales detail.

Carton Recommendations Report

You can run the Carton Recommendations Report to analyze and review carton recommendations and specific shipment information. The system displays separate pages with header information for each shipment number when processing multiple shipment numbers.

You can run this report either during the pack pick slip process or as a standalone batch application. The system uses the F4615 or F4620 table for processing this report.

See Also

Confirming Shipment

Setting up Label Information

Setting Up UCC 128 Compliance

Understanding Carton Charges for Expendable Containers

You can set up billable charges for expendable cartons and track the cartons as inventory, similar to tracking a stock item. At shipment confirmation, the system creates a sales order line for each line on the order that has an item packed in a carton with the Create Sales Order Charge (CSOC) field set to 1. You assign this field value to a carton type in the Container and Carton Codes application. The system carries this value forward to the carton detail.

You can base the charge on either the item quantity or the number of expendable containers used. This table describes how the system processes carton-based and item-based charges.

The system records the charge lines in the Related Order Cross Reference table (F4080) to provide a link between the carton charge sales order lines and the item's sales order line. This link enables the system to roll up charges for the ASN. The system includes the charge on the Advanced Ship Notice (ASN), but does not extract the charge to the ASN when running the EDI Advanced Ship Notice Extraction program (R47032). The system receives this number on the inbound 850 document for purchase orders.

You must set up these versions for Sales Order Entry (P4210) in order to process expendable containers.

The system uses these tables for processing carton charge information:

• F4620

• F46091

• F4080

Example: Carton Charges Based on Carton Quantity

This table displays the F4211 table after the system creates carton charges at shipment confirmation when the charge is based on carton quantity. The outer carton does not contain sales order information, and therefore the system retrieves this information from the sales order information found on the first inner carton.

The CA (Carton) line type indicates that the line type is identical to the stock line type. This line type enables you to relieve the carton as inventory at sales update and to exclude the charge from the EDI Advanced Ship Notice Extraction. The system writes these lines using the sales order entry version for carton-based quantities.

After the system writes the sales order lines, the lines and parent lines are added to the F4080 table when you run the EDI Advanced Ship Notice Extraction program.

In this example, the Related Order Cross Reference table would appear as follows:

Example: Carton Charges Based on Item Quantity

This table displays the F4211 table after the system creates carton charges at shipment confirmation when the charge is based on item quantity.

The CI (Carton Inventory) line type (a user-defined value) indicates that the carton is identical to the stock line type. A CI line type enables you to relieve the carton as inventory at sales update and to exclude the charge from the EDI Advanced Ship Notice Extraction process. The system writes these lines using the inventory-relief sales order version for carton-based quantities.

For the non-stock lines containing the carton charge, the system writes the lines using the inventory-relief sales order version for item-based quantities. After the system writes the sales order lines, the lines and parent lines are added to the F4080 table when you run the EDI Advanced Ship Notice Extraction program.

In this example, the Related Order Cross Reference table would appear as follows:

See Also

Confirming Shipment

Prerequisites

Before you complete the tasks in this section:

• Ensure that you have set up the UDC Carton Status (46/RS).

• Activate the Enable Creation of Sales Order Lines for Carton Charge processing option on the Process tab of the confirmation source, such as:

• Transportation Shipment Confirmation (P49645)

• Batch Transportation Shipment Confirmation (R49500)

• Transportation Load Confirmation (P49640)

Forms Used to Use Standard Pack Carton Recommendations

Activating Standard Pack Recommendations

Access Shipment on the Document Type Revisions form.

Carton Creation Status	Enter a UDC (46/RS) that specifies which status the system uses when creating cartons in the Carton Recommendations table (F4615).
Carton Change Status	Enter a UDC (46/RS) that specifies which status the system uses when changing cartons in the Carton Recommendations table (F4615). If a recommendation has been changed, the system does not automatically re-calculate recommendations when a sales order is changed.
Recommend Standard Packs	Select to activate carton recommendations for standard packs at the order type level.

See Also

Setting Up Document Type Information

Revising Standard Pack Carton Recommendations

Access the Standard Pack Recommendation Revisions form.

Qty Of Cartons (quantity of cartons)	Enter the number of pieces, pallets, containers, and so forth which make up a shipment. For shipments that do not have piece information defined in the Pieces table (F4943), the system calculates the estimated piece count by converting the quantity in the transaction unit of measure to the shipping unit of measure. To obtain the whole piece number, the system rounds the unit of measure down. The weight and volume of the leftover quantities from all detail lines are added and the sum total is divided by the maximum piece weight and volume. The system rounds the resulting piece weight or volume up to the next whole number. This number is added to the whole piece number to obtain the piece count.
Carton Type	Enter a code (46/EQ) that identifies a storage container or a shipping carton. A storage container can be an open container where items are stored on the container (for example, a pallet), or a closed container where items are stored in the container (for example, a box). You use the Container and Carton Codes program (P46091) to define storage containers.
Standard Pack Qty (standard pack quantity)	Enter a number that indicates the standard quantity within a container.
Inner Carton Quantity	Enter the total quantity in primary unit of measure for this location detail.
Inner Carton	Enter a code that indicates whether a carton is located inside a larger carton.
Item Quantity	Enter the total quantity in primary unit of measure for this location detail.
UM (unit of measure)	Enter a UDC (00/UM) that indicates the quantity in which to express an inventory item, for example, CS (case) or BX (box).
Item Number	Enter a number that the system assigns to an item. It can be in short, long, or third item number format.
Net Weight	Enter the weight of goods currently in a location. The system calculates this amount from the weight from the item/unit of measure profile and the weight of the container if the level 1 unit of measure for this location detail has a storage container.
Tare Weight	Enter the gross weight of one unit of the item in this unit of measure, or the weight of an empty storage container or shipping carton. The system enters these as the default values in the F4602 and uses the values in maximum weight calculations for specified locations during putaway.
Gross Weight	Enter the gross weight of one unit of the item in this unit of measure, or the weight of an empty storage container or shipping carton. The system enters these as the default values in the F4602 and uses the values in maximum weight calculations for specified locations during putaway.
Wt UOM (weight unit of measure)	Enter a UDC (00/UM) that identifies the unit of measure that the system uses to indicate weight for this item. You can specify ounces, grams, kilograms, and so on, as weight standards. The system uses this unit of measure for the item or overrides it for an individual item or container.
Customer Carton	Enter a code that the customer uses to represent a carton in the system.
Carton Item Number	Enter a number that identifies a carton as an item. When you specify an item number, the system creates a relationship between the item number and the carton code for tracking and pricing purposes.
Rec Status (recommendation status)	Enter a UDC (46/RS) that indicates the status of standard pack recommendations.
Branch Plant	Enter a code that identifies a separate entity within a business for which you want to track items and costs. This entity might be a warehouse location, job, project, work center, or branch/plant. The Branch/Plant field is alphanumeric.

Revising Carton Quantities

Access the Carton Recommendation Fix/Inspect form.

Calculating Round to Standard Pack

Access the Standard Pack Calculator form.

UM (unit of measure)	Enter a UDC (00/UM) that indicates the quantity in which to express an inventory item, for example, CA (case) or BX (box).
Item Quantity	Enter the total quantity in primary unit of measure for this location detail.
Item	Select to view calculated packaging based on the item information.
Carton	Select to view calculated packaging based on the type of carton.

Setting Processing Options for Standard Pack Carton Recommendations (P4615)

Processing options enable you to specify the default processing for programs and reports.

Process

Specify whether to allow partial pallets when creating carton detail.

Versions

Specify the version for Carton Reorganization (P4620).

Display

Use these processing options to specify whether to display the shipment status.

Adding Cartons to a Shipment

Access the Carton Detail Add/Update form.

Access the Carton Detail Add/Update form.

To add cartons to a shipment:

1. Enter values in these fields:

   • Carton Code

   • Number of Cartons

2. To manually assign a pack number, select Serial Number and enter a value in the Serial Number field.

3. To have the system automatically assign tare and pack numbers, select either or both of these options:

   • Generate Tare SSCC

   • Generate Pack SSCC

4. To manually assign an EPC, select Type in an EPC and enter a value in the EPC field.

5. To have the system automatically assign an EPC, select Generate EPC.

6. Click OK.

7. On Carton Reorganization, review the cartons that you added.

   Carton Code	Enter a UDC (46/EQ) that identifies a storage container or a shipping carton. A storage container can be an open container where items are stored on the container (for example, a pallet), or a closed container where items are stored in the container (for example, a box). You use the Container and Carton Codes program (P46091) to define storage containers.
   Number of Cartons	Enter the number of units that the system applies to the transaction.
   Serial Number	Select this option and enter a value in the Serial Number field for the system to apply to the carton.
   Generate Tare SSCC	Select this option and the system generates a new Pack SSCC number to apply to the carton.
   Generate Pack SSCC	Select this option and the system generates a new Pack SSCC number to apply to the carton.
   Generate Label Next Number	Select this option and the system generates a new Label Next Number to apply to the carton.
   Type in an EPC	Select this option and enter a value in the EPC field for the system to apply to the carton.
   Generate EPC	Select this option and the system generates a new EPC number to apply to the carton.

Setting Processing Options for Carton Reorganization (P4620)

Processing options enable you to specify the default processing for programs and reports.

Processing

Use these processing options to create transportation information.

Defaults

Use these processing options to select default information.

Status

Use these processing options to select status information

Serial Number

Reorganizing Cartons and Items in a Shipment

Access the Carton Reorganization form.

Note. If the system generates an EPC number, this form also displays an EPC Column.

To reorganize cartons and items in a shipment:

1. Perform any of these tasks:

   • To place a carton or item inside another carton, click the carton you want to move. Drag and drop the carton on top of the parent carton. Click the plus sign next to the parent carton to review its contents.

   • To remove a carton or item from one carton and place it in another carton, click the plus sign next to the parent carton, click the carton or item to remove, and drag and drop the carton or item on top of the new parent carton. If you are moving an item and have set the Allow Partial Quantity Item Moves processing option on the Defaults tab of Carton Reorganization to allow movement of partial quantities of an item, you must specify the quantity of the item you want to move on the Item Move Quantity form. If this processing option is left blank, the system assumes that you want to move the entire quantity and does not display the Item Move Quantity form.

   • To remove a carton or item from a parent carton and place the carton or item at a parent level, drag and drop the carton or item on top of the shipment button at the top of the shipment contents list. The system places the carton or item at the bottom of the shipment contents list. If you are moving an item and have set the Allow Partial Quantity Item Moves processing option on the Defaults tab of Carton Reorganization to allow movement of partial quantities of an item, you must specify the quantity of the item to be moved on the Item Move Quantity form. If this processing option is left blank, the system assumes that you want to move the entire quantity and does not display the Item Move Quantity form.

2. To update a carton, shipment, or item, select the item and click Select.

3. On Carton Detail Add/Update, enter a value in the Carton Code field.

4. Select the Type in a Serial Number option and enter a value in the Serial Number field.

5. select one of these options and click OK:

   • Generate Tare SSCC

   • Generate Pack SSCC

   • Generate Label Next Number

6. select one of these options and click OK:

   • Type in an EPCenter a value in the EPC field.

   • Generate EPC Number

7. Click Confirm.

On Carton Reorganization, the system displays the updated information. The packing structure is only modified when the user saves changes.

Reviewing Carton Detail Information

Access the Carton Detail form.

Setting Processing Options for Generate Sequenced Cartons (R46474)

Processing options enable you to specify the default processing for programs and reports.

Process

Versions

Generating Sequenced Cartons (R46474)

Select Warehouse Movement Documents (G4621), Generate Sequenced Cartons.

Setting Processing Options for Carton Recommendations Report (R46151)

Processing options enable you to specify the default processing for programs and reports.

Process

Use this processing option to determine whether or not to generate packing instructions.

Version

Use this processing option to indicate which version of the Carton Reorganization program the system will use.

Running the Carton Recommendations Report (R46151)

Select Shipping and Packaging Management (G4615), Carton Recommendations Report.

If you are creating a large number of F4620 records you can use this report instead of processing them through the Work With Shipments process.

Setting Up Carton Charges for Expendable Containers

Access the Carton Charge Reference Setup Revisions form.

Customer Purchase Order	Enter an alphanumeric value used as a cross-reference or secondary reference number. Typically, this is the customer number, supplier number, or job number.
Charge Reference	Enter a number that identifies the charge amount.
Carton Quantity	Select to indicate the system calculates the carton charges using the number of cartons that are shipped.
Item Quantity	Select to indicate the system calculates the carton charges using the number of items that are shipped inside the cartons.

See Also

Defining Storage Containers

Setting Processing Options for Sales Order Entry (P4210)

Setting Up UCC 128 Processing

This section provides an overview of UCC 128 processing, lists prerequisites, and discusses how to:

• Set up hierarchical configurations.

• Set up ship notice/manifest requirements.

• Set up item information.

Understanding UCC Identification Codes

Each company can assign product identification codes. The Uniform Code Council (UCC), the Electronic Commerce Council of Canada (ECCC), and the EAN (outside of Canada and the United States) assign member companies the company identification. In the company identification codes, the first digit is the region code. For North America, the region code is 0. Therefore, the company identification can be seven digits if you include the first digit 0. Because each UCC code contains the company number, all numbers are unique.

Universal Product Code (UPC)

Each company can assign the Universal Product Code (identified as UPC in North America and EAN-13 outside of North America) to both a consumer unit and the lowest saleable unit for a specific product. For example, a can of soda would have the UPC identification on the can because it can be sold individually. The UPC code is a fixed code that identifies one unit of a specific product.

This graphic illustrates the structure of UPC code:

UPC/EAN-13 Code Structure

The UPC code is made up of a:

• Single-digit check character.

• 5-digit Product ID assigned by the company.

• 7-digit company (or manufacturer) ID that is assigned by the UCC/EAN. For North American companies, the company ID is represented by only 6 characters, since the leading 7th digit is always 0 and can be left off the code.

Typically, a company will maintain its own product identification codes for internal use but will cross-reference the internal product identification codes to the UPC code.

Shipping Container Code (SCC)

Companies assign the SCC (identified as the SCC-14 in North America and EAN-14 outside of North America) to an intermediate pack for a specific product. For example, cans of soda are sold in various configurations. One possible configuration is four six-packs in each case. Therefore, the case would have an intermediate pack identifier (SCC-14) on it.

The SCC, like the UPC, is a fixed code that identifies the specific number of consumer packs of a specific product. The SCC code on the case of soda represents four consumer packs, each with six sodas or a total of 24 sodas.

The SCC-14 code is made up of a:

• Single-digit check character.

• 5-digit Product ID assigned by the company.

• 7-digit company (or manufacturer) ID assigned by the UCC/EAN.

• Single-digit Packaging Indicator that identifies the packaging. This identifier is assigned by the company and may vary from product to product. This identifier is fixed and has these values:

  • 0 indicates that the Product ID on the SCC is not the same as the product identification on the UPC codes contained within the package.

  • 1 - 8 indicates company-defined packaging. For example, for soda, a 1 might mean a case containing six packs and a 2 might mean a case containing 12-pack boxes. When you set up item information, you can enter UPCs and SCCs with product identifiers 1-8.

  • 9 indicates that the amount of product inside the package varies from package to package even though there is the same product identification in the UPC codes of the consumer pack contained within the package.

In the system, an SCC code is equivalent to an item code for a specific unit of measure. For any item, there would be one UPC code but several SCC codes.

Serial Shipping Container Code (SSCC)

SSCC (SSCC-18) is a unique serial number that is assigned to cartons or shipping containers, including entire truckloads or shipments.

The SSCC code is a variable code that can be a hierarchical structure of SCCs and UPCs. The code is a key to a database record. For example, an SSCC may be put on a pallet that has 10 cases of soda and 10 cases of juice.

This graphic illustrates the structure of SSCC-18 code:

SSCC-18 Code Structure

The SSCC-18 code is made up of a:

• Single-digit check character.

• 9-digit serial number that identifies the shipping method that is assigned by the company.

• 7-digit company (or manufacturer) ID that is assigned by UCC/EAN.

• Single-digit packaging type. This identifier is fixed and has these values:

  • 0 indicates the shipping container is a case or carton.

  • 2 indicates that shipping container is a pallet (larger than a case).

  • 3 indicates the shipping container is undefined.

  • 4 indicates the shipping container that is used internally for intra-company use.

  • 5 - 9 are reserved for future use.

To process orders that comply to UCC 128 specifications, you must set up customer and item information. For example, you can define customer preferences for transmitted information and standard identification codes for products.

Customer Information

You must set up customer specifications that are maintained for UCC 128 Compliance. These specifications might include the customer-specific format for transmitted information and additional UCC 128 processing information, such as transportation equipment, routing, and reference numbers.

Hierarchical Configurations for Customer Information

When you transmit order information, you can establish a format that relays the information about the shipment, the orders within the shipment, and the items within the order. You define hierarchical configurations to transmit information that meets customers' needs.

You can set up any structure based on the needs of the business. These are examples of hierarchical structures:

Within the configurations, you can define hierarchies based on the customer preferences. These are examples of configuration levels:

One customer may need shipment, order, item information, in that order, while another may prefer shipment, order, tare, pack, item information, in that order. You define hierarchical configurations to transmit information that meet customer's needs.

This diagram illustrates the hierarchical configurations for pick and pack structures:

Hierarchical Configurations/Pick and Pack Structure

Item Information

You must provide the system with information about the items that you stock. When you enter item master information, you provide the system with details such as:

• Item identifiers

• Item descriptions

For UCC 128 processing, the item identifiers can be the UPC or SCC codes that you assign to the product unit and intermediate packs.

Using Package Indicators

If you are setting up the SCC, use these Packaging Indicators to identify the type of packaging:

• 0 indicates that the Product ID on the SCC is not the same as the product identification on the UPC contained within the package. You can use this product identifier for kits.

• 1-8 indicates company-defined packaging. For example, for soda, a 1 might mean a case containing six packs and a 2 might mean a case containing 12-pack boxes.

• 9 indicates that the amount of product inside the package varies from package to package even though there is the same product identification in the UPC of the consumer pack contained within the package. The system does not support variable unit of measures.

Setting Up Aggregate SCCs

You can set up aggregate SCCs to represent kits with non-inventory components. A kit is a collection of inventory items, called components, that are associated with a description name, called a parent item. The aggregate SCC represents the parent item. You can access the Item Cross-Reference Revisions form to assign component UPCs to the aggregate SCC for the kit. You only enter cross-reference information for non-inventory items. For example, you do not stock bandages, an item for which you do not record inventory or UPCs. You do sell first aid kits, which include bandages. Depending on customer requirements, you can enter the aggregate SCC for the first aid kit and item cross-reference information for the components, such as bandages, that make up the first aid kit.

If the components are inventory items, you do not have to enter cross-references. When you enter an order for a kit, the system retrieves the kit information, which includes the component UPCs, from the Item Master table (F4101).

To set up identification for kits with non inventory items, you can set up an SCC with a product identifier equal to 0, which indicates that the SCC is not the same as the product identification on the UPCs it contains. To assign the UPCs to the aggregate, you can enter information in the Item Cross-Reference field.

On Item Cross Reference, you must enter the cross-reference type, UP, to indicate UPCs. The cross-reference item number is the UPC code and the cross-reference description is the unit of measure.

Prerequisites

Before you complete the tasks in this section:

• Set up the UCC-assigned vendor number in UDC (41/UC).

• Verify that you have set up the shipping document types in UDC (49/SD).

See Also

Planning Transportation Shipments

Setting Up UCC 128 Compliance

Setting Up Item Cross-References

Forms Used to Set Up UCC 128 Processing

Setting Up Hierarchical Configurations

Access the Hierarchical Configuration Definition Revisions form.

Setting Up Ship Notice/Manifest Requirements

Access the Customer Master Revision form.

Setting Up Item Information

Access the Storage/Shipping form.

Setting up Label Information

This section provides an overview of label information, lists prerequisites, and discusses how to:

• Set up additional outbound label information.

• Set up label next numbers.

Understanding Label Information

The system and third parties can exchange detailed carton information that describes the physical shipment. Third parties must send inbound label information describing the physical shipment such as label serial number, relationship of packaging (such as cartons on a pallet), and carton type.

You generate outbound label data from system tables to a third-party for formatting and printing. The outbound label information includes the Ship To address, EDI data and demand scheduling data, such as the supplier or plant code (Party Type 1 and 2).

You can produce label output as follows:

• From demand scheduling by using CUM Maintenance (P40R12)

• From Carton Detail Inquiry if the carton detail has been created from carton recommendations or other methods

• From Sales Order Entry if you are not using demand scheduling

  Note. If you specify output for a carton or sales detail, the label data is for the entire shipment.

Then the third-party labels, stages or builds pallets, assigns labels to shipments and performs tasks such as label verification during scanning.

The third-party sends data generated from the label process back to the JD Edwards EnterpriseOne system. The system stores the label data in the F4620 table. This table must be updated with accurate information from the physical shipment, because the system uses this information to create packaging information on the ASN and the Bill of Lading.

Through shipment carton reconciliation you can use scanning to verify that the shipment item quantity matches the carton detail item quantity, and then correct discrepancies.

You can add or update label serial numbers that are unusable because of errors or damages in packaging. The system uses the Unusable Label Numbers table (F4622) to process unusable label information.

What If the Scanned Carton Quantity is Less Than the Sales Order Quantity?

Changes to carton detail are not reflected in the sales detail and vice versa.

To pass reconciliation, you can:

• Decrease the sales quantity by changing demand

• Decrease sales quantity in shipment confirmation

• Add cartons to carton detail

What If the Scanned Carton Quantity is Greater Than the Sales Order Quantity?

To pass reconciliation, you can:

• Increase sales quantity by changing Demand

• Increase sales quantity in ship confirm

• Remove cartons from carton detail

The system uses these tables for processing label information:

• Additional Demand Label Data (F40R31)

• F4622

• Label Next Numbers (F4625)

• Demand Detail (F40R11)

• F4211

• F4215

• F4620

Outbound and Label Processing

For outbound label information, the system provides label information for the GM1724 label standard. You can specify whether to generate label serial numbers from label next numbers, or they can be generated externally. You set up label next numbers by branch/plant or use a default branch/plant value. The system sends the label number in the outbound label data but does not store this information in the system until after third-party scanning, when the carton detail is created. The third-party stores and validates the label serial number.

The system does not format data for a label, print the label or create the barcode that is printed on the label. It is up to the third parties to determine if that data describes what is physically on the pallet and whether to use that information on the label. Third parties are responsible for carton counts on labels, label format, printing, barcode, pallet staging, and label verification.

You can use the Additional Label Data application (P40R31) to set up additional data for the outbound label message. This data includes the branch/plant, Sold To and Ship To values, the column name and table name that contains the column to use for the label, as well as supplemental data for categorizing values such as approval steps or requisition requirements.

Prerequisites

Before you complete the tasks in this section:

• Set up the UDCs for Additional Label Tables (40R/TN) and Additional Label Supplemental DB Codes (46/AL).

  Note. The display mode for the supplemental data type must be C.

• Set up UDC Unusable Label Reason Code (46/UL).

Forms Used to Set Up Label Information

Setting Up Additional Outbound Label Information

Access the Additional Label Data Revision form.

Table Name	Enter a UDC (40R/TN) that represents the name of the table containing the column that the system uses for a label.
Column Name	Enter a descriptive remark for the label.
SDB Code (supplemental database code)	Enter a UDC (00/SD) that sets up databases for groups of related supplemental data types. This code differentiates the supplemental data types for various systems. For example, the Employee (E) supplemental database contains data types that you use to track additional employee information, such as education and job skills. If you specified that the Supplemental Data table (F00092) is a table name for UDC 40R/TN, complete this field; otherwise this field must remain blank.
Ty Dt (type data)	Enter a code that you assign to supplemental data so that you can group data by categories. Values include: A: Approval steps B: Requisition requirements C: Interview process N: Requisition notes
SDB Code Name (supplemental database name code)	Displays a SDB code name.

Setting Up Label Next Numbers

Access the Label Next Number Revision form.

Setting Up License Plate Processing

This section provides an overview of license plate processing and discusses how to:

• Activate license plate processing for a UOM and item dimension group.

• Activate license plate processing for a UOM and item.

• Set up license plate numbering constants.

• Set up segment definitions for license plate numbers (LPN).

Understanding License Plate Setup

You can track large units of measure, such as a pallet, by assigning an LPN when you create a movement request. For example, you can assign an LPN to a pallet of stereo equipment to locate it easily.

If you use license plate tracking for a particular item or unit of measure combination, the system generates one tracking number for each unit of measure of that item. You should use license plate tracking only for an item's Level 1 unit of measure, the largest in the unit of measure structure, such as a pallet.

You can assign LPNs at the branch/plant level by item, unit of measure or both. For example, a pallet of item ABC may influence a license plate, but a case of item ABC may not. License plates supports mixed lots of both single and mixed items. The system checks item compatibility if items are mixed on a single license plate. You can set up multilevel parent/child license plate nesting structures, such as a license plate within a license plate after the items are on hand in the branch/plant. You can add items to a license plate manually at any time, including after purchase order receipts and manufacturing completions processes.

Note. You can activate license plates for a Branch/Plant only if there are no F4602 records in the table for that Branch/Plant. To do this, convert or upgrade by running R46L820.

You use these JD Edwards EnterpriseOne applications to set up license plate processing:

Item Unit of Measure Definition

You can activate license plate functionality for creating LPN automatically for a UOM and item dimension group relationship (or definition), or for a UOM and item relationship (or definition). You can set up several UOMs in the structure with automatic LPN generation.

Note. Automatic License Plate creation can only occur if you are not using manual numbering and the item is not a Dual UOM item. It only occurs in certain applications (Adjustments, To Side of Transfers, PO Receipts (Inbound ASN and Receipt Routing included), and WO Completions) and can be turned off for each of these applications, even if the item UOM definition has it turned on.

License Plate Numbering Constants (P46L001)

You activate license plate functionality and set up constants for processing, such as default container code and the generation method for numbering.

Note. Storage unit numbers are no longer known as license plate numbers in this version of the JD Edwards EnterpriseOne Warehouse Management system and can no longer be created.

License Plate Segment Definition (P46L010)

You can set up segment definitions for LPNs. Segment details include the sequence and the length, which combined, make up the license plate number. You also specify which segment types appear and in which order. Segment types include hard coded values, look up types such as container codes, next numbers, or check digits.

You can set up complicated formulas or simple formulas. Formulas are made up of segments. An example of a simple segment would be using Next Numbers. Or, you can set up any combination of hard coded, Next Number, look-up types, container-based UDC, and check digit segments, up to a length of 40. An example might be to set up a hard-code value to identify the branch/plant followed by a next number range.

Container and Carton Codes

You can set up default License Plate container type processing groups and associate the default License Plate unit of measure to a container type, such as a case or box, dimensions, weight, and maximum weight. All of these groups are important to license plates and their default values.

See Defining Storage Containers.

Tables Used for License Plate Processing

The system can use these tables for license plate processing:

• License Plate Numbering Constants (F46L001)

• License Plate Segments (F46L010)

• License Plate Next Numbers (F46L011)

• LPN Supplier Inbound ASN Levels (F46L060)

  For future use.

• LPN Supplier Cross Reference (F46L070)

  For future use.

• License Plate Master (F46L10)

• License Plate Item Detail (F46L11)

• License Plate Commitment (F46L12)

• License Plate Cross Reference (F46L20)

• Location Capacity (F46L30)

• License Plate Cycle and Tag Count (F46L42)

• License Plate History (F46L99)

You must set up these UDCs for license plate processing:

• 46L/SC (License Plate Status Code)

• 46L/RC (License Plate Reason Code)

• 46L/CR (Cross Reference Type)

• 46L/CT (Commitment Type)

• 46L/LG LP (Generation Method)

• 46L/LT LP (Lookup Type)

• 46L/TT (Transaction type)

• 46L/ST (Segment Type)

• 46L/LS (Location Capacity Status)

• 46L/IA (Inbound ASN DD Column)

Prerequisites

Before you complete the tasks in this section ensure that you convert or remove existing data before activating license plates.

See Converting Existing Data.

Forms Used to Set Up License Plate Processing

Activating License Plate Processing for a UOM and Item Dimension Group or UOM and Item

Access the U/M Definition by Item Revisions form.

Setting Up License Plate Numbering Constants

Access the License Plate Numbering Constants form.

Note. This numbering method is the default value. You can override this number at any time when creating the license plate and during certain transactions, such as PO Receipts, work order completion, PO receipt routing, inventory adjustments, and inventory transfers. Also, data collections can also scan or read the LPNs and send them into the system to create the license plates.

LPN Master Settings

Set Up Segment Definitions for LPNs

Access the License Plate Segment Revisions form.

LP Segment Sequence	Enter a number that specifies what sequence this segment is to appear in the license plate number. For example, if the sequence is 1, then the segment will appear first when the license plate number is constructed.
Segment Length	Enter the number that specifies the length of this segment of the license plate. A single segment must be from 1 to 40 characters long. The total length of all segments for a branch/plant numbering formula cannot exceed 40 characters.
Segment Type	Select an option to specify the type of license plate segment. Hard Coded Value Lookup Type Container Code Based UDC Next Number Check Digit (segment length must be 1 character) User Defined Function (must be the only segment for the branch/plant numbering formula)
Product Code	Enter a UDC (98/SY) defined for license plate segments. The values should match the segment type selected. The system retrieves a UDC value based on the segment type and uses the UDC description as the value for the segment. If the segment is defined with a length of 10, then the first ten characters of the UDC description will be used to populate the segment.
User Defined Code	Enter a UDC (98/SY) defined for license plate segments. The values should match the segment type selected. The system retrieves a UDC value based on the segment type and uses the UDC description as the value for the segment. If the segment is defined with a length of 10, then the first ten characters of the UDC description will be used to populate the segment.