1. Implementation and Configuration Guide
  2. Set Up Replenishment Tasks

Set Up Replenishment Tasks

You can set up Replenishment Tasks rules for the creation of tasks when a wave is run for replenishment. Replenishment tasks specify how tasks are broken up (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/replenishment (i.e. Full LPN Replenishment, Cases/Packs/Units Replenishment). Task Types will create tasks based on the UOMs defined in the Replenishment Rules for Allocation. 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...)
Task Description WMS Module Overview/Comments Task Details
Create Replenishment Task Template Task Creation
  1. Login at the correct company level.
  2. In 'Task Creation' UI Module create a new Replenishment template by entering a template name or description then save the template
Select Task Types in Replenishment Task Template Task Creation - Details Task Types: - Full LPN Replenishment: This task type is used when Full LPNs are allocated for replenishement - Cases Replenishment: This task type is used when Unit/Packs/Cases are allocated for replenishement - Consolidate Replenish: used when the 'consolidate and replenish' flag is checked in the replenishment rules. Units&Cases allocated will all picked into a temporary LPN and then replenished/distributed
  1. In the 'Task Creation' UI Module, select the replenishment task template created and access the template's details
  2. In the details, add task types that will be used based on allocation UOMs
  3. Enter a sequence number for the order of task creation and select a task type from the task type drop-down
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
  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.
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