7Appendix
Definitions
- WMS: Computer System utilized to manage inventory within a Distribution Center, managing Receipt through Shipment of goods.
- ASN (Advanced Shipment Notice): A notification of pending deliveries, similar to a packing list, sent in an electronic format or uploaded manually. Usually represents the entire contents of an inbound trailer.
- License Plate Number (LPN): Unique barcode assigned to trailers so that they can be traced in WMS.
- Inbound LPN: A unique LPN is required for each inbound receipt (Trailer) and for outbound shipments.
- SKU: A Stock Keeping Unit (Item)
- Reserve Location: Systematic locations used to track IBLPNs in the warehouse.
- Drop Zone: An intermediary location. Orders cannot be allocated to Drop Zones.
- Wave: Waves are records that match open Orders with allocatable inventory in the warehouse. When an allocation is created, WMS also creates a Picking Task.
- Allocation: The process of matching an Outbound Order with LPNs available in the inventory.
- Outbound LPN (OBLPN): An LPN that is packed for shipping. For Full LPN allocations, the IBLPN equals the OBLPN.
Description of Statuses
See these topics for a description of various statuses in WMS:
IBLPN Statuses
- Quality Check: LPN pending Quality Check.
- In Receiving: LPN is in the process of receiving at the Receiving Station. Only applies to flows using the “Sort and Receive” RF module.
- Received: This status defines an LPN received with no location specified (i.e. LPN not received at a dock).
- Located: LPN is located to a WMS location (Dock, Reserve, Drop, etc.).
- Reserved: IBLPN is pending distribution (only applies to IBLPNs in Put To Store flows).
- Partly Allocated: Part of the LPN’s contents are allocated to orders.
- Allocated: LPN is allocated to orders.
- Consumed: This status defines an LPN received and located to an active location
- Lost: LPN is lost during cycle counting.
OBLPN Statuses
- Outbound Created: OBLPN is created from a wave (either through Full LPN or cubed allocation).
- In Picking: OBLPN is in the process of being picked (only applies when LPN has an intermediate “Picked” status).
- Picked: OBLPN is picked.
- In Packing: OBLPN is in the process of being packed.
- Packed: OBLPN is packed.
- Loaded: OBLPN is currently loaded into an Outbound Load.
- Shipped: OBLPN is shipped.
- Delivered: OLBPN is delivered to its destination facility (another warehouse).
- Cancelled: OBLPN is cancelled (when a packed OBLPN is converted back to an IBLPN).
Task Statuses
- Ready: Task is generated in “Ready” status when the “Create Held Flg” in the Task Template is disabled. This Task appears in the RF’s Task List.
- HELD: Task is generated in “HELD” status when the “Create Held Flg” in the Task Template is enabled. This Task does NOT show up in the RF’s Task List.
- Processing Started: User started the Task (at least one LPN is scanned).
- Completed: User ended the Task (all OBLPNs are placed in the drop location).
- Cancelled: User cancels the Task from the UI (Tasks screen).
Cycle Count Adjustment screen Statuses
- In Progress: This status only applies to counts performed in non-active locations. This status is triggered when you scan the first LPN in a location.
- No Variance: When a Cycle Count is complete and the count did not have ANY inventory discrepancies, the record is updated to ‘No Variance’ status.
- Approved: Record in ‘Pending’ status changes to ‘Approved’ status after approving a record by clicking the ‘Approve’ button, provided that all validations are passed. Note that inventory adjustments and Inventory History records are posted at this point.
- Rejected: Record in ‘Pending’ status changes to ‘Rejected’ status after rejecting a record by clicking the ‘Reject/Recount’ button, provided that all validations are passed. Rejecting a record triggers another CC task.
- Cancelled: Record in ‘Pending’ status changes to ‘Cancelled’ status after rejecting a record by clicking the ‘Cancel’ button. Cancelling a record does not trigger a CC task.
Roles and Permissions
Refer to the following sections (by Role) for more details about permissions.
Administrator Permissions
| Permissions for role: ADMINISTRATOR | |||||
|---|---|---|---|---|---|
| 1 | Add company | 11 | Change facility | 21 | Modify view columns |
| 2 | Delete company | 12 | Delete facility | 22 | Reorder view columns |
| 3 | Change company | 13 | Modify view columns | 23 | Save group view |
| 4 | Add user | 14 | Reorder view columns | 24 | Save user view |
| 5 | Delete user | 15 | Save company view | 25 | Modify menus |
| 6 | Change user | 16 | Save group view | 26 | Save company menu |
| 7 | Add group | 17 | Save user view | 27 | Save group menu. |
| 8 | Delete group | 18 | Modify menus | ||
| 9 | Change group | 19 | Save company menu | ||
| 10 | Add facility | 20 | Save group menu | ||
Note: By default, Administrators have access to all companies that the facility is eligible for.
Management Permissions
| Permissions for role: MANAGEMENT | |||
|---|---|---|---|
| 1 | Change user | 11 | Save group menu |
| 2 | Add user | 12 | Modify view columns |
| 3 | Add facility | 13 | Reorder view columns |
| 4 | Change facility | 14 | Save group view |
| 5 | Delete facility | 15 | Save user view |
| 6 | Modify view columns | 16 | Modify menus |
| 7 | Reorder view columns | 17 | Save group menu. |
| 8 | Save group view | ||
| 9 | Save user view | ||
| 10 | Modify menus | ||
Supervisor Permissions
| Permissions for role: SUPERVISOR | |
|---|---|
| 1 | Change user |
| 2 | Change facility |
| 3 | Modify view column |
| 4 | Reorder view columns |
| 5 | Save group view |
| 6 | Save user view |
| 7 | Modify menus |
| 8 | Save group menu. |
Guard Permissions
| Permissions for role: GUARD | |
|---|---|
| 1 | Read-only access; users cannot create, copy, edit or delete. |
Employee Permissions
| Permissions for role: EMPLOYEE | |
|---|---|
| 1 | Read-only access; users cannot create, copy, edit or delete. |
Inbound Sorting Criteria
| Inbound Sorting Criteria | Description |
|---|---|
| Destination Area | Directed Putaway Area |
| Destination Aisle | Directed Putaway Aisle |
| Destination Allocation Zone | Directed Putaway Allocation Zone |
| Location Size Type | Directed Putaway Location Size Type |
Task Template Type: Regular
Selection Criteria Fields
| Item Fields | Location Fields | Inventory (LPN) Fields | Order Fields |
|---|---|---|---|
| Putaway Type | To Task Zone | IB LPN Nbr | Shipto Facility Code |
| Item External Style | From Active Task Zone | LPN is Pallet | Dest Company Code |
| Item Sortable Flag | From Reserve Task Zone | Pallet Number | Dest Facility Code |
| Item Conveyable Flag | From Active Aisle | Customer Address | |
| Item Custom Attribute 1 | From Active Area | Customer Number | |
| Item Hierarchy Code 1 | From Inventory Item Code | Customer Name | |
| Item Hierarchy Code 2 | From Reserve Aisle | Order Nbr | |
| Item Hierarchy Code 3 | From Reserve Area | Order Type | |
| Item Hierarchy Code 4 | From Reserve Level | Cust PO Nbr | |
| Item Hierarchy Code 5 | Location Pick Sequence | Cust Field 1 | |
| VAS Group Code | From Location Barcode | ||
| Location Alloc Zone | |||
Ordering Criteria Fields
| Item Fields | Location Fields | Inventory (LPN) Fields | Order Fields |
|---|---|---|---|
| Putaway Type | To Task Zone | IB LPN Nbr | Shipto Facility Code |
| Item External Style | From Active Task Zone | LPN is Pallet | Dest Company Code |
| Item Sortable Flag | From Reserve Task Zone | Pallet Number | Dest Facility Code |
| Item Conveyable Flag | From Active Aisle | Customer Address | |
| Item Custom Attribute 1 | From Active Area | Customer Number | |
| Item Hierarchy Code 1 | From Inventory Item Code | Customer Name | |
| Item Hierarchy Code 2 | From Reserve Aisle | Order Nbr | |
| Item Hierarchy Code 3 | From Reserve Area | Order Type | |
| Item Hierarchy Code 4 | From Reserve Level | Cust PO Nbr | |
| Item Hierarchy Code 5 | Location Pick Sequence | Cust Field 1 | |
| VAS Group Code | From Location Barcode | ||
| Location Alloc Zone |
Task Template Type - CC
Selection Criteria Fields
| Location Fields | Item Fields | Inventory (LPN) Fields |
|---|---|---|
| Dedicated company | Calculated code | Batch |
| Area | Alternate code | Expiry Date |
| Aisle | Description | |
| Bay | Barcode | |
| Level | Unit cost | |
| Position | Hazmat | |
| Type | Create Timestamp | |
| Barcode | Mod Timestamp | |
| To be counted flag | Mod User | |
| Create Timestamp | Part a | |
| Mod Timestamp | Part b | |
| Lock Code | Part c | |
| Last Count Timestamp | Part d | |
| Last Count User | Part e | |
| Size Type | Part f | |
| Allow Reserve Partial Pick Flag | External Style | |
| Alloc Zone | VAS Group Code | |
| Lock for Putaway Flag | Pre Pack Code | |
| Pick Zone | Short Description | |
| Replenishment Zone | Putaway Type | |
| Task Zone | Is Parent Flag | |
| Cust field 1 | Product life | |
| Cust field 2 | Velocity Code | |
| Cust field 3 | Season Code | |
| Cust field 4 | Brand Code | |
| Cust field 5 | Hierarchy 1 Code | |
| Pick Sequence | Hierarchy 2 Code | |
| Putaway Sequence | Hierarchy 3 Code | |
| Hierarchy 4 Code | ||
| Hierarchy 5 Code | ||
| Require Batch flag | ||
| Conveyable Flag | ||
| Sortable Flag |
Ordering Criteria Fields
| Location Fields | |
|---|---|
| Dedicated company | Pick Zone |
| Area | Replenishment Zone |
| Aisle | Task Zone |
| Bay | Cust field 1 |
| Level | Cust field 2 |
| Position | Cust field 3 |
| Type | Cust field 4 |
| Barcode | Cust field 5 |
| To be counted flag | Pick Sequence |
| Create Timestamp | Putaway Sequence |
| Mod Timestamp | |
| Lock Code | |
| Last Count Timestamp | |
| Last Count User | |
| Size Type | |
| Allow Reserve Partial Pick Flag | |
| Alloc Zone | |
| Lock for Putaway Flag | |
Serial Number Transactions
The following is a list of RF transactions that support Serial Number validation:
Inbound Transactions
- Receive Shipment
- Receive Load
- Create LPN and Create LPN Location
- Split Inbound LPN
- Modification of Inbound LPN
- Putaway to Active/Reserve Location
- Distribute LPN
- Cycle Counting
- RF Audit Inbound LPN
Outbound Transactions
- Pack OB LPN
- Pick Cart
- Pack NC Active LPN
- Pick from Reserve
- Bulk Pick from Reserve/Active
- Distribute LPN
- RF-Repack OBLPN
- Split Combine OBLPN
- RF Loading
- Modify/Cancel OB LPN
- RF Audit OBLPN