1. Implementation and Configuration Guide
  2. Set Up Picking Tasks Template

Set Up Picking Tasks Template

Picking Tasks can be created to pick allocated inventory following configured rules. Picking tasks rules can be set up for the creation of tasks when a wave is run for orders. Picking tasks will specify how tasks will be broken (i.e. One task per aisle, location area, etc…).

  1. In a Task Template, tasks types to be used will be specified and prioritized. Task types will represent the types or methods of picking (i.e. Full LPN Replenishment, Cases/Packs/Units Replenishment). Task Types will create tasks based on the UOMs defined in the Allocation Mode. The task type's UOM will match the Allocation UOM.
  2. Each task type will specify an 'Ordering Criteria' to specify how tasks are to be broken (i.e. by aisle, by area, by item, etc...)
  3. Each task type can also specify a 'Selection Criteria' to restrict the created task’s rules to specified criteria. Task types can also be prioritized using the selection criteria (i.e. Tasks are to be created for specific zones first, etc...)
Note: The task type selected in the following steps can be the WMS default task type or a new configured task type in the previous section.

Set Up Task Template

Task Description WMS Module Overview/Comments Task Details
Create Picking Task Template Task Creation
  1. Login at the correct company level. In 'Task Creation' UI Module create a new task template by entering a template name or description then save the template
  2. Access the details to add task rules

Non-Cubed Picking

Picking Tasks will match the Allocation Type (UOM and Location Type) set up in the wave template.

Task Description WMS Module Overview/Comments Task Details
Unit Picking - Select Task Types Task Creation - Details Task Types: - Non Cubed Active Picking: This task type is used when units are allocated from Active Locations - Reserve Units: This task type is used when Units are allocated for Reserve Locations
  1. In 'Task Creation' UI Module, in task template details add task types that will be used based on allocation UOMs
  2. Enter a sequence number for the order of task creation and select a task type from the task type drop-down. Task type configured will be visible in the drop-down.
Packs Picking - Select Task Types Task Creation - Details Task Type: - Reserve Inner Packs: This task type is used when Packs are allocated
  1. In 'Task Creation' UI Module, in task template's details, add task types that will be used based on allocation UOMs
  2. Enter a sequence number for the order of task creation and select the default or a configured task type for Reserve Inner Packs
Cases Picking - Select Task Types Task Creation - Details Task Type: - Reserve Cases: This task type is used when Inner Cases are allocated
  1. In 'Task Creation' UI Module, in task template's details, add task types that will be used based on allocation UOMs
  2. Enter a sequence number for the order of task creation and select the default or a configured task type for Reserve Cases
Full Pallet Picking - Select Task Types Task Creation - Details Task Types: - Plt Move Auto-Pack: This task type is used to pick a full pallet when all LPNs on a pallet are allocated.
  1. In 'Task Creation' UI Module, in task template's details, add task types that will be used based on allocation UOMs
  2. Enter a sequence number for the order of task creation and select the default or a configured task type for Plt Move Auto Pack.
Full LPN Picking - Select Task Types Task Creation - Details Task Types: - Full LPN Pull: This task type is used when Full LPNs are allocated
  1. In the 'Task Creation' UI Module, in task template's details, add task types that will be used based on allocation UOMs
  2. Enter a sequence number for the order of task creation and select the default or a configured task type for Full LPN Pull
Add Rules in Task Template Task Creation - Details Break By Quantity: Do not use Create_held_flg: When this parameter is checked, tasks will be created in 'HELD' Status and will not be available for picking until released Priority: The priority in which tasks will be displayed on RF Screen Destination Zone: The destination zone (task zone created with location master) - This will be the drop zone to which the task will be directed after completion. User will have to scan a matching drop location.
  1. In the details, after selecting task types: Enter the 'Break by Quantity' if required
  2. Check the 'create_held_flg' if required
  3. Enter a priority for each task type. The default for all task types will be 20 if not specified.
  4. Save changes for the task type added
Set Up an Ordering Criteria (Optional) Task Creation - Details Link - Ordering Criteria The ordering criteria will specify rules on how tasks are to be created and broken (i.e. If tasks will be broken by aisle, area, as well as if they will follow a pick sequence…) Break By Count: The break by count will specify the number by which tasks will be broken (i.e. Criteria to break aisle by 2 = Tasks will be created for every 2 aisles. For the pick sequence to be followed the break by count will be set to 0)
  1. In the details, after adding task types in task template, select specific task type and access the 'Ordering Criteria'
  2. In 'Ordering Criteria' add a sequence number for the criteria
  3. Add criteria for task rules and enter the break by count Note: The sequence number has to be set up properly (i.e. If a pick sequence needs to be followed, the criteria for pick sequence will have sequence number set to 1)
Set Up a Selection Criteria (Optional) Task Creation - Details Link - Ordering Criteria The Selection Criteria is used to restrict the created task’s rules to specified criteria. Task types can also be prioritized using the selection criteria (i.e. Tasks are to be created for specific zones with specific criteria: 1. Task Type - FULL LPN broken by aisled & restricted to Zone 1 2. Task Type - FULL LPN broken by area & restricted to Zone 2)
  1. In the details, after adding task types in task template, select specific task type and access the 'Selection Criteria'
  2. In 'Selection Criteria' select the sql operator for the folder (i.e. Use AND if one or multiple conditions need to be true - Use OR if one of multiple conditions need to be true for the task type)
  3. Click on 'Insert Basic Operation' to add condition(s) or click on 'Insert Complex Operation' to add a sub-folder of conditions
  4. After adding a condition, click on the appropriate folder to add more conditions or click Save to save to complete the setup

Distribution to Store Picking

Picking Tasks for distribution will be used when a distrubution mode is set up in the allocation template for Inventory Distribution To store.

Task Description WMS Module Overview/Comments Task Details
Consolidate and Distri+C88:G92bute - Select Task Type Task Creation - Details If the Distribution Mode set up in the wave template is 'Consolidate and Distribute' for Active Units, Reserve Units, Packs and Case, the task type to be set up is: - Internal Picking Task: This task type is used when Distributin Mode = 'Consolidate and Distibute'. This is used to bulk pick and consolidate allocated units, packs and cases from Active and Reserve into an LPN. This LPN will be dropped at a drop zone and will then be distributed to stores with a separate RF Transaction.
  1. In 'Task Creation' UI Module, in task template details, add task type
  2. Enter a sequence number for the order of task creation and select a task type = 'Internal Picking Task'
Distribution No Consolidation - Select Task Type Task Creation - Details If the Distribution Mode set up in the wave template is 'Distribution No Residuals' or 'Distribution Residuals OK' for Reserve Units, Packs and Case, the task type to be set up is: - Distribute LPN: This task type is used when Distributin Mode = 'Distribution No Residuals' or 'Distribution Residuals OK'. This is used to bulk pick LPNs from Reserve for allocated units, packs and cases. Inventory will then be distributed from picked LPNs.
  1. In 'Task Creation' UI Module, in task template details, add task type
  2. Enter a sequence number for the order of task creation and select a task type = 'Distribute LPN'
Add Rules in Replenishment Task Template Task Creation - Details Break By Quantity: Do not use Create_held_flg: When this parameter is checked, tasks will be created in 'HELD' Status and will not be available for picking until released Priority: The priority in which tasks will be displayed on RF Screen Destination Zone: The destination zone (task zone created with location master) - This will be the drop zone to which the task will be directed after completion. User will have to scan a matching drop location.
  1. In the details, after selecting task types: Enter the 'Break by Quantity' if required
  2. Check the 'create_held_flg' if required
  3. Enter a priority for each task type. The default for all task types will be 20 if not specified.
  4. Save changes for the task type added
Set Up an Ordering Criteria (Optional) Task Creation - Details Link - Ordering Criteria The ordering criteria will specify rules on how tasks are to be created and broken (i.e. If tasks will be broken by aisle, area, as well as if they will follow a pick sequence…) Break By Count: The break by count will specify the number by which tasks will be broken (i.e. Criteria to break aisle by 2 = Tasks will be created for every 2 aisles. For the pick sequence to be followed the break by count will be set to 0)
  1. In the details, after adding task types in task template, select specific task type and access the 'Ordering Criteria'
  2. In 'Ordering Criteria' add a sequence number for the criteria
  3. Add criteria for task rules and enter the break by count
    Note: Note: The sequence number has to be set up properly (i.e. If a pick sequence needs to be followed, the criteria for pick sequence will have sequence number set to 1)
Set Up a Selection Criteria (Optional) Task Creation - Details Link - Ordering Criteria The Selection Criteria is used to restrict the created task’s rules to specified criteria. Task types can also be prioritized using the selection criteria (i.e. Tasks are to be created for specific zones with specific criteria: 1. Task Type - FULL LPN broken by aisled & restricted to Zone 1 2. Task Type - FULL LPN broken by area & restricted to Zone 2)
  1. In the details, after adding task types in task template, select specific task type and access the 'Selection Criteria'
  2. In 'Selection Criteria' select the sql operator for the folder (i.e. Use AND if one or multiple conditions need to be true - Use OR if one of multiple conditions need to be true for the task type)
  3. Click on 'Insert Basic Operation' to add condition(s) or click on 'Insert Complex Operation' to add a sub-folder of conditions
  4. After adding a condition, click on the appropriate folder to add more conditions or click Save to save to complete the setup

Cubed Picking and Pick Cart

Picking for cubed allocation can be done as follows:

  1. Using the Pick Cart functionality - The pick cart functionality will be used when the outbound containers are created with the wave. Picking using the 'pick cart' functionality will not require setting up the task template. Proceed to next section for pick cart configuration.
  2. By Bulk Picking Inventory into a tote/LPN and then repacking inventory into the final calculated containers. Option 2 will most likely be used for E-Commerce flows as the repacking process is done at the Unit Level with a SKU Scan. This option will require setting task types equivalent to non-cubed picking.
Task Description WMS Module Overview/Comments Task Details
Unit Picking - Select Task Types Task Creation - Details Task Types: - Non Cubed Active Picking: This task type is used when units are allocated from Active Locations - Reserve Units: This task type is used when Units are allocated for Reserve Locations
  1. In the 'Task Creation' UI Module, in task template details add task types that will be used based on allocation UOMs
  2. Enter a sequence number for the order of task creation and select a task type from the task type drop-down
Packs Picking - Select Task Types Task Creation - Details Task Type: - Reserve Inner Packs: This task type is used when Packs are allocated
  1. In the 'Task Creation' UI Module, in task template's details, add task types that will be used based on allocation UOMs
  2. Enter a sequence number for the order of task creation and select the default or a configured task type for Reserve Inner Packs
Cases Picking - Select Task Types Task Creation - Details Task Type: - Reserve Cases: This task type is used when Inner Cases are allocated
  1. In the 'Task Creation' UI Module, in task template's details, add task types that will be used based on allocation UOMs
  2. Enter a sequence number for the order of task creation and select the default or configured task type for Reserve Cases
Add Rules in Task Template Task Creation - Details Break By Quantity: Do not use Create_held_flg: When this parameter is checked, tasks will be created in 'HELD' Status and will not be available for picking until released Priority: The priority in which tasks will be displayed on RF Screen Destination Zone: The destination zone (task zone created with location master) - This will be the drop zone to which the task will be directed after completion. User will have to scan a matching drop location.
  1. In the details, after selecting task types: Enter the 'Break by Quantity' if required
  2. Check the 'create_held_flg' if required
  3. Enter a priority for each task type. The default for all task types will be 20 if not specified.
  4. Save changes for the task type added
Set Up an Ordering Criteria (Optional) Task Creation - Details Link - Ordering Criteria The ordering criteria will specify rules on how tasks are to be created and broken (i.e. If tasks will be broken by aisle, area, as well as if they will follow a pick sequence…) Break By Count: The break by count will specify the number by which tasks will be broken (i.e. Criteria to break aisle by 2 = Tasks will be created for every 2 aisles. For the pick sequence to be followed the break by count will be set to 0)
  1. In the details, after adding task types in task template, select specific task type and access the 'Ordering Criteria'
  2. In 'Ordering Criteria' add a sequence number for the criteria
  3. Add criteria for task rules and enter the break by count
    Note: The sequence number has to be set up properly (i.e. If a pick sequence needs to be followed, the criteria for pick sequence will have sequence number set to 1)
Set Up a Selection Criteria (Optional) Task Creation - Details Link - Ordering Criteria The Selection Criteria is used to restrict the created task’s rules to specified criteria. Task types can also be prioritized using the selection criteria (i.e. Tasks are to be created for specific zones with specific criteria: 1. Task Type - FULL LPN broken by aisled & restricted to Zone 1 2. Task Type - FULL LPN broken by area & restricted to Zone 2)
  1. In the details, after adding task types in task template, select specific task type and access the 'Selection Criteria'
  2. In 'Selection Criteria' select the sql operator for the folder (i.e. Use AND if one or multiple conditions need to be true - Use OR if one of multiple conditions need to be true for the task type)
  3. Click on 'Insert Basic Operation' to add condition(s) or click on 'Insert Complex Operation' to add a sub-folder of conditions
  4. After adding a condition, click on the appropriate folder to add more conditions or click Save to save to complete the setup