Configure Rules for Order Prioritization during Cross-Docking
In RF Receiving, RF Putaway, and RF distribute LPN, for scenarios where there are multiple orders eligible for cross-dock, we’ve added a a configurable rule where users can configure and filter the eligible orders to be selected based on a certain sequence for multiple orders. This sequence-based option improves efficiency, optimizes resources, and allows businesses to scale and adapt their operations to changing demands and seasons.
NEW CROSS-DOCK FLOWTHROUGH RULES UI
When there are multiple orders, having configurable rules will help in determining which orders need to be sequenced first for trying to allocate orders during cross dock. We’ve added a new UI Cross-dock Flowthrough Inventory Order Selection Rule UI, which allows you to create and save cross-dock flowthrough rules. You can also search for existing cross-dock flowthrough rules.
From this UI, you can click on the Order Selection Criteria and Order Sequence Rule buttons to configure and view Order Selection Criteria and Order Sequence Rules. Currently, this enhancement is supported only during cross-dock.
INVENTORY SELECTION CRITERIA
From the Cross-dock Flowthrough Inventory Order Selection Rule UI, you can click the Details button to view the Inventory Selection Criteria UI. From this UI, you can click the Selection Criteria button to configure Inventory Selection Criteria. After you click Selection Criteria, you will see SQL operator, Column name and Column value options You can insert Basic and Complex operations and save operations for the selected rules. Selection Criteria options include Item, Inventory, Container, and Shipment selections.
ORDER SELECTION CRITERIA ACTION BUTTON
From the Cross-dock Flowthrough Inventory Order Selection UI, you can now click the Order Selection Criteria button to create and save Order Selection Criteria Rules. You can search using the description and enabled flag. You can perform Create/Copy/Edit/Delete actions and also Import/Export Configurations from one facility to another facility.
Order Selection Criteria
ORDER SEQUENCE RULE ACTION BUTTON
So that you can configure the orders to be selected based on a certain sequence, we’ve added an Order Sequence Rule Action Button in the Cross-dock Flowthrough Inventory Order Selection Rule UI. This is useful for you to manage the sequence and more easily manage multiple eligible orders. You can also click the Details button to view the details of each Order Sequence Rule you create.
Order Sequence Rule
EXAMPLE
Refer to the following example of an Order Sequence Rule:
Crossdock Flowthrough Rules:
| Rule Name | Inventory Selection Criteria | Order Selection Criteria | Order Sequence Rule |
|---|---|---|---|
| Rule-1 | Item = SKU-A | Order Hdr Priority = 1 | Order Hdr Nbr = Descending |
Order:
| Order Nbr | Item | Qty | Priority |
|---|---|---|---|
|
ORD-01 |
SKU-A |
10 |
1 |
|
ORD-02 |
SKU-A |
10 |
1 |
|
ORD-03 |
SKU-B |
10 |
1 |
|
ORD-04 |
SKU-A |
10 |
2 |
Shipment:
| Shipment Nbr | Item | Shipped Qty |
|---|---|---|
|
SHPMNT-01 |
SKU-A |
10 |
|
SHPMNT-02 |
SKU-A |
10 |
- In this scenario based on the Crossdock Flowthrough Rules,
- When SHPMNT-01 is received it should get Xdock to ORD-2.
- When SHPMNT-02 is received it should get Xdock to ORD-1.
NOTE: There is no change in the default crossdock functionality. This enhancement allows user to configure crossdock rules based on their requirement and then perform operation. If the order has required serial number passed then, the system will not perform cross dock for those orders even though those orders are eligible based on rules.
Group Permission
We’ve added the following permissions in the Group Permission UI:
- Cross-dock Flowthrough Rules/Can create Cross-dock Flowthrough Rule
- Cross-dock Flowthrough Rules/Can edit Cross-dock Flowthrough Rule
- Cross-dock Flowthrough Rules/Can delete Cross-dock Flowthrough Rule
- Cross-dock Flowthrough Rules/Can configure selection criteria rules (This controls access to Detail button - Inventory Selection Criteria, Order Selection Criteria, Order Sequence Rule buttons)
Users with these permissions will have the associated buttons enabled and should be able to Create/Edit/Copy/Delete/Configure Crossdock Flowthrough Rules.
NOTE: By default Roles with users with role ADMINISTRATOR or APP-ADMIN will have this access.
XDOCK BASED ON ORDER, INVENTORY, AND SEQUENCING SELECTION
We’ve added a new screen parameter, 'inventory-orderselection-rule', which allows you to configure Cross-dock Flowthrough Rules based on Order Selection, Inventory Selection, and Order Sequencing criteria.
The following table describes the different ways that you can configure Cross-dock Flowthrough Rules when the 'inventory-orderselection-rule' parameter is enabled:
| Selection Criteria Option | Description |
|---|---|
|
Order Selection Criteria |
Selection of an order that is eligible for Xdock. |
|
Order Sequence Rule |
When the Xdock Orders get selected, this rule determines the sequence the Xdock should happen to the selected Orders. |
|
Inventory Selection Criteria |
This criteria decides which incoming inventories are eligible for Xdock and which inventories should not get Xdock / get received. If the inventory selection matches, then the system will perform Xdock if there are any eligible orders. |
You can now configure Crossdock Flowthrough rules for the following RF transactions:
- Receive by Shipment
- Putaway
- Receive by Load
- Receive by Shipment
- Putaway
- Receive by Load
RECEIVING API XDOCK BASED ON INVENTORY/ORDER SELECTION AND SEQUENCING
We’ve added a new field, 'inventory-orderselection-rule' in the Receiving API. When the Receiving API is configured with the 'inventory-orderselection-rule' and 'xdock_mode', then the inventory order selection rule will be taken into consideration.
- When the API is not configured with 'inventory-orderselection-rule' then default Xdock functionality will happen, if configured with 'xdock_mode'.
You can configure Cross-dock Flowthrough Rules using the following:
-
- Order Selection Criteria - Selection of Order which is eligible for Xdock.
- Order Sequence Rule - When the Xdock Orders gets selected, the order sequence rule determines which sequence Xdock happens to the selected Orders.
- Inventory Selection Criteria - When you perform receiving, this selection criteria determines which inventory needs to get Xdock and which inventory is received without performing Xdock.
-
Steps to Enable
To Create, Edit, Copy, Delete, and Configure Crossdock Flowthrough Rules, enable the following permissions in the Group Permission UI:
- Crossdock Flowthrough Rules/Can create Crossdock Flowthrough Rule
- Crossdock Flowthrough Rules/Can edit Crossdock Flowthrough Rule
- Crossdock Flowthrough Rules/Can delete Crossdock Flowthrough Rule
- Crossdock Flowthrough Rules/Can configure selection criteria rules (This controls access to Detail button - Inventory Selection Criteria, Order Selection Criteria, Order Sequence Rule buttons)