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SSA Warehouse Management 4000

Order Processing Guide

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Copyright 2005 by SSA Global Technologies, Inc.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way orby any means, including, without limitation, photocopying or recording, without the prior written consent of SSA GlobalTechnologies, Inc.

Important Notices

The material contained in this publication (including any supplementary information) constitutes and contains confidentialand proprietary information of SSA Global Technologies, Inc.

By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation oradaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole propertyof SSA Global Technologies, Inc., and that you shall not gain right, title or interest in the material (including anymodification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right touse the material solely in connection with and the furtherance of your license and use of software made available to yourcompany from SSA Global Technologies, Inc., pursuant to a separate agreement (Purpose).

In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such materialin strict confidence and that your use of such material is limited to the Purpose described above.

Although SSA Global Technologies, Inc., has taken due care to ensure that the material included in this publication isaccurate and complete, SSA Global Technologies, Inc., cannot warrant that the information contained in this publication iscomplete, does not contain typographical or other errors, or will meet your specific requirements. As such, SSA GlobalTechnologies, Inc., does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damageto any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementaryinformation), whether such errors or omissions result from negligence, accident or any other cause.

Trademark Acknowledgements

SSA WAREHOUSE MANAGEMENT 4000 is a Registered Trademark of SSA Global Technologies, Inc., in the UnitedStates and/or other countries.

All other company, product, trade or service names referenced may be registered trademarks or trademarks of theirrespective owners.

Publication Information

Release: SSA

Warehouse Management 4000 Version 3.10

Publication Date: July 2005

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Table of Contents

INTRODUCTION............................................................................................................ 1ORDER PROCESSING WORKFLOW .......................................................................... 3

RECEIVE NOTIFICATION OF ORDER AT WAREHOUSE ....................................................... 4CREATE SHIPMENT ORDER............................................................................................ 4

ALLOCATE INVENTORY AND SET UP PICK TASKS............................................................. 4GIVE THE PAPERWORK TO THE WAREHOUSE.................................................................. 4PICK THE ORDER AND UPDATE PAPERWORK .................................................................. 4SHIP THE ORDER .......................................................................................................... 4

PREREQUISITE ORDER PROCESSING SETUP ........................................................ 5SHIPMENT ORDER DATA IMPORT ................................................................................... 5BILLING SERVICES......................................................................................................... 5PICK LOCATIONS........................................................................................................... 5STRATEGIES ................................................................................................................. 5KITTING ........................................................................................................................ 6SUBSTITUTE COMMODITY .............................................................................................. 6ORDER STATUS HISTORY .............................................................................................. 6WAREHOUSE PLANNER ................................................................................................. 6

SHIPMENT ORDERS..................................................................................................... 7CREATING A SHIPMENT ORDER ............................................................................... 8VIEWING ORDER STATUS HISTORY ....................................................................... 11PERSONALIZATION ................................................................................................... 13USING PERSONALIZATION....................................................................................... 15

ALLOCATION.............................................................................................................. 17PRE-ALLOCATION ........................................................................................................ 17

ALLOCATION ............................................................................................................... 17ALLOCATING ORDERS ............................................................................................. 19

PRE-ALLOCATION ........................................................................................................ 19ALLOCATION ............................................................................................................... 19CARTONIZATION.......................................................................................................... 19

ALLOCATING A SINGLE ORDER.............................................................................. 20ORDER SELECTION MODEL..................................................................................... 21

CREATING AN ORDER SELECTION MODEL..................................................................... 22ALLOCATING MULTIPLE ORDERS .......................................................................... 25

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ALLOCATION SUBSTITUTION .................................................................................. 26ALLOCATING SUBSTITUTE ITEMS .................................................................................. 26

UN-ALLOCATING ORDERS....................................................................................... 27UN-ALLOCATING A SHIPMENT ORDER ........................................................................... 28

UN-ALLOCATE PICK DETAIL LINES ................................................................................ 29UN-ALLOCATING ORDER DETAIL LINES ......................................................................... 30

WAREHOUSE PLANNER ALLOCATION................................................................... 33WAREHOUSE PLANNER BATCH CREATION.......................................................... 34

ALLOCATING ORDERS USING WAREHOUSE PLANNER...................................... 36WAVE PLANNING....................................................................................................... 39

PRE-ALLOCATION ........................................................................................................ 40BATCHING................................................................................................................... 40

ALLOCATION ............................................................................................................... 40RELEASE .................................................................................................................... 40CREATING WORK ORDERS .......................................................................................... 40

CREATING AND ALLOCATING A WAVE.................................................................. 41MANPOWER PLANNING FROM THE WAVE ............................................................ 43

DEFINING DEFAULT UNITS PER HOUR FOR MANPOWER PLANNING................................. 44VIEWING MANPOWER/TIME PLANNING ON A WAVE ........................................................ 45

WAVE ORDER CONSOLIDATION ............................................................................. 49CONSOLIDATION PREREQUISITES................................................................................. 49

CONSOLIDATING ORDERS BY WAVE ..................................................................... 50CONSOLIDATION RELEASE PROCESS................................................................... 53

ALLOW COMMODITY CONSOLIDATION UN-CHECKED ...................................................... 53ALLOW COMMODITY CONSOLIDATION CHECKED ........................................................... 53

MASS UPDATING WAVES ......................................................................................... 54WAVE STATUS ........................................................................................................... 56

STATUS TYPES............................................................................................................ 56NOT STARTED ......................................................................................................... 56RELEASED TO TASK MANAGER................................................................................. 56COMPLETED ............................................................................................................ 56

VIEWING WAVE STATUSES........................................................................................... 56ORDER STATUS ......................................................................................................... 57

STATUS TYPES............................................................................................................ 57NOT STARTED ......................................................................................................... 57CREATED EXTERNALLY ............................................................................................ 57CREATED INTERNALLY ............................................................................................. 57CONVERTED ............................................................................................................ 57RELEASED FOR PICKING .......................................................................................... 57

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IN PICKING .............................................................................................................. 58PARTIALLY PICKED .................................................................................................. 58PART PICKED/PART SHIPPED ................................................................................... 58PICKED COMPLETE.................................................................................................. 58PICKED/PART SHIPPED ............................................................................................ 58IN PACKING ............................................................................................................. 58PACK COMPLETE..................................................................................................... 58STAGED .................................................................................................................. 58MANIFESTED ........................................................................................................... 58IN LOADING ............................................................................................................. 58LOADED .................................................................................................................. 58PARTIALLY SHIPPED ................................................................................................ 59SHIPPED COMPLETE ................................................................................................ 59DELIVEREDACCEPTED ............................................................................................ 59DELIVERED REJECTED............................................................................................. 59CANCELLED EXTERNALLY ........................................................................................ 59CANCELLED INTERNALLY.......................................................................................... 59PART PRE-ALLOCATED............................................................................................. 59PARTALLOCATED.................................................................................................... 59PARTALLOCATED/PART PICKED .............................................................................. 59PARTALLOCATED/PICKED ....................................................................................... 59PARTALLOCATED/PART SHIPPED............................................................................. 60

ALLOCATED............................................................................................................. 60ALLOCATED/PART PICKED ....................................................................................... 60ALLOCATED/PART SHIPPED...................................................................................... 60PART PICKED/PART SHIPPED ................................................................................... 60PICKED ................................................................................................................... 60PICKED/PART SHIPPED ............................................................................................ 60SHIPPED ................................................................................................................. 60RELEASED TO WAREHOUSE PLANNER ...................................................................... 60

ERROR CONDITIONS.................................................................................................... 61OUT OF SYNC.......................................................................................................... 61UNKNOWN............................................................................................................... 61

VIEWING ORDER STATUSES.................................................................................... 62WAVE REPORTS ........................................................................................................ 63VIEWING CONTAINER DETAILS ............................................................................... 64ORDER PROCESSING REPORTS............................................................................. 66ORDER PROCESSING EVENTS................................................................................ 68COMMENT FORM ....................................................................................................... 69

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Revision History

Date Editor Description of Change

9/24/2003 Jude Duniho Reformat

12/2/2003 Jude Duniho Edited. Decimal support added.

Company address change.

8/12/2004 Steve Wale Modifications for 3.9 release

8/16/2004 Jude Duniho Edits

Product name change

5/3/2005 Julie White Wave Planning updates

6/9/2005 Jude Duniho Removed Chapter 8

6/30/2005 Stuart Manning Edit

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Chapter

1

Introduction

Introduction

Order Processing is the process in which orders for product in the warehouse are

recorded and then later picked for shipment. The goal of order processing is to

optimize order fulfillment and enhance inventory control.

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Introduction

2 SSA Warehouse Management 4000 Order Processing Guide

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Chapter

2

Order Processing Workflow

Order Processing

Workflow

The typical workflow for processing and shipping orders using SSA Warehouse

Management 4000 is as follows:

Receive Notification of Order at Warehouse

Create Shipment Order

Allocate Inventory and Set Up Pick Tasks

Give the Paperwork to the Warehouse

Pick the Order and Update Paperwork

Ship the Order


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Receive Notification of Order at WarehouseA phone call, fax, EDI transmission, or host interface data download notifies the

warehouse of an order.

Create Shipment OrderUsing SSA Warehouse Management 4000, a data entry operator keys in as much

information as possible about the order and selects, or has the system select, the

locations from which products are to be picked.

Allocate Inventory and Set Up Pick TasksUsing SSA Warehouse Management 4000, a data entry operator allocates inventory

to reserve it in the system so it is not allocated to other orders. The operator then sets

up the pick tasks.

Give the Paperwork to the WarehouseSSA Warehouse Management 4000 prints out Pick Tickets indicating how much of

each Commodity should be picked, and the locations where picking should take place.

The Pick Tickets are sent to the warehouse so the order can be picked for shipment.

Alternatively, the pick tasks are released to the Task Manager, which dispatches the

tasks to RF users.

Pick the Order and Update PaperworkAs products are picked, warehouse personnel check the order against the informationon the Pick Ticket. They note any changes, substitutions, or special services provided,

such as wrapping or stenciling and send the updated documents back to the office.

Picks can also be performed and updated using RF devices.

Ship the OrderUpdate the load and post it as Shipped. Using the updated documents, an office data

entry operator updates the information about the order and posts it as shipped.

Note

These steps can vary from facility to facility. If the facility is utilizing EDI or RF,

most of the paper is eliminated from these steps. However, the information

flow behind the scenes is still the same.

Remember the acronym CAPS: Create,Allocate, Pick, and Ship


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Prerequisite Order Processing Setup

The topics below describe the different data elements that must be set up in order to

create, allocate, and ship orders. These data elements are generally set up during theimplementation phase, when configuring the warehouse processing requirements. If

data is not set up as required, issues can occur during order processing, allocation and

shipping. Refer to the SSA Warehouse Management 4000User Reference Guide,

Chapter 3 Setup for additional information on setting up Billing Services, Pick

Locations, Strategies, Kitting, and Substitute Commodities.

Shipment Order Data ImportTo import and export customer orders through the interface file, the corresponding

parameters must be set up in Electronic Commerce or Data Exchange. Electronic

Commerce provides a set of functions that can be used to exchange information

between the SSA Warehouse Management 4000 client/server product and externalsystems. The data is transmitted as text files.

Billing ServicesIf the warehouse plans to personalize orders by using Value Added Services, such as

engraving, gift-wrap, and so on, the Value Added Services (VAS) must be defined on

the Billing Services window. This window is accessed through Billing SetupBilling Services.

Pick LocationsPick locations are locations in the warehouse from which warehouse workers pick

product for shipment. SSA Warehouse Management 4000 does not allocate a

Commodity unless the Commodity pick location is set up. Before the warehouse can

allocate and pick orders, pick locations must be assigned to the Commodity through

Support Setup Commodity.

StrategiesA strategy is a list of rules related to a Commodity or user. A main strategy consists of

two sub-strategies: allocation and pre-allocation. Based on the requested task, SSA

Warehouse Management 4000 uses the strategies defined at the Commodity anduser level to determine how items should be allocated, how tasks should be

dispatched, and so on. To allocate and release tasks, strategies must be set up for

allocation, pre-allocation, and task dispatch.


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KittingCertain Commodities in the facility are composed of several components that must be

shipped together. For example, a facility can ship computer systems where the single

Commodity is composed of a CPU, monitor, keyboard, and mouse. SSA Warehouse

Management 4000 allows you to kit this type of Commodity by creating a Bill of

Material (BOM). To use Kitted products, a Bill of Material must be set up via Support

Setup Bill of Material.

Substitute CommodityTo use the allocation substitution feature, items must be defined for substitution on the

Support Setup Substitute Commodity window. When a substitute is defined,SSA Warehouse Management 4000 allocates the substitute item if a stock-out

condition occurs for the original Commodity.

Order Status HistoryTo view the status history for orders, the following flags must be enabled in the

System Adminis tration Configure System Settings window:LOGORDERHEADERSTATUS and/orLOGORDERDETAI LSTATUS. These flags determine

whether the system retains order history. For additional information on setting up order

statuses, refer to the SSA Warehouse Management 4000User Reference Guide,

Chapter 3 Setup, Setting Up an Order Status.

Warehouse PlannerTo use the warehouse planner integration feature, The UseWar ehousePl anner flag

must be enabled (ON) in the System Administ ration Configure SystemSettings window. Also, the Bat chI nPr ocessi ngByWP on the System

Administ rat ion Configure System Settings window must be disabled (OFF)for a new batch to process. This field is updated by the system; however, you can

update this field only if the batch was stopped and the flag was not updated.


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Chapter

3

Shipment Orders

Shipment Orders

This section describes the Shipment Order process and how to create a new Shipment

Order. The following topics are covered:

Creating a Shipment Order

Viewing Order Status History

A Shipment Orderis an outbound document in response to a customers request forproduct from the warehouse. It records the quantity of each Commodity ordered, as

well as the destination of each shipment. Shipment Orders can be created manually,

or transmitted electronically through Electronic Commerce or Data Exchange.


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Shipment Orders

Creating a Shipment Order

1. Access Warehouse Documents Shipment Orders. The ShipmentOrder window displays.

2. Right-click and selectAdd a New Record. The Shipment Order: (New)

window displays.

Note

A system-generated Shipment Order number is automatically created in

the SO Numberfield. This number can be changed to a non-sequential

value (for example, add a letter or name). If the number is changed to a

sequential number that has not yet been used by the system, it can later

cause duplication errors, resulting in system termination.

Shipment Order: (New)

3. Type the name of the Seller in the Sellerfield. Or, right-click and select

Lookup Valuesfor Seller, and select the Seller.

4. The Order Type and Order Handling Type fields are pre-populated with

values for a standard Shipment Order. If necessary, these fields can be

changed by selecting another value from the corresponding drop-down list.

Note

The Order Status field is pre-populated and updated by SSA Warehouse

Management 4000. This field cannot be changed.


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Shipment Orders

5. Select the Order Handling Type from the drop-down list in the Order Handling

Type field.

6. If applicable, populate the remaining (optional) Shipment Order header fields.

These fields are not required to save the record, but depend on the warehouse

business operation. Refer to Shipment Order Field Definitions for moreinformation on these fields.

7. In the Detail List, type the Commodity code for the first detail line in the

Commodity field and then press Tab. Or, right-click and select Lookup

Values for Commodit y, and select the Commodity.

8. To modify the pack code that SSA Warehouse Management 4000 displays

for the Commodity, select it from the Packkey list.

9. To use a different UOM, select it from the UOM list.

10. Based on the UOM selected, enter the quantity of the Commodity ordered in

the Open Qty field.

Note

To view the quantities available for the Commodity, right-click and select

View Balances Lot by Loc by Movable Unit.

The following fields are pre-populated based on the Commodity (product) ordered.

These fields can be changed if necessary:

Lottable01-Lottable10 - Applicable lot requirements for the order. If the

ExternalLot field is populatedwhich can only happen through an APIthese

fields cannot be modified.

Tariff - Pricing model assigned to the product that defines the rates andmethod of billing for storage and associated charges.

Rotation - The rotation assigned to the product that defines whether the

Commodity is allocated from FIFO (First in-First out) or LIFO (Last in-First

Out).

Shelf Life - Indicates the amount of shelf life time for the Commodity.

Al low Substitute Commodity - Flag that indicates whether the Commodity

allows Auto Substitution if the original Commodity is not in stock.

Ship Group 1-3 - If set to Yes, it prevents products that fail the validation

parameters set up by the warehouse from being shipped.

1. Enter any special picking instructions related to the order line in the

Picking Instructions field.

2. Enter any special user-defined data in the User Defined 1-5 fields.

3. Enter special notes pertaining to the order in the Notes field.


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Shipment Orders

4. If necessary, in the Carton Break field for each detail line, enter a code to

identify items that must be in a separate carton. For example, if a

Shipment Order with five detail lines has two details with a P1 Carton

Break Code, these products are put in the same carton. If the other three

details lines have a different Carton Break Code, such as P2, those

products are put in a separate carton. If there are no special cartonizationrequirements, leave the field blank.

5. If using the Carton Break functionality, enter a quantity in the Break

Quantity field. Multiples of this number is packed into a single carton until

only leftover quantities remain. For example, if a Shipment Order detail is

for a quantity of 12 each with a break quantity of 5, either 5 or 10 each can

be packed into a single carton (depending on available space) and the

balance of 2 is placed in a separate carton.

6. To enter additional detail lines, right-click the Detail List, selectAdd, and

then repeat steps 4 through 6.

7. Right-click and select Save.


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Shipment Orders

Viewing Order Status History

Order Status history allows you to track and view the status history of Shipment Orders

and Transfer Orders as they move through different stages within the warehouse.1. Access Warehouse Documents Shipment Orders. The Shipment

Order window displays.

2. To narrow the search for Shipment Orders or Transfer Orders, enter the

search criteria into the appropriate fields and selectApply Search . The List

tab displays.

Note

If only one record meets the search criteria, the record displays in Form

view. Right-click and select View Items, to view the order details.

(Continue with step 4).

3. Click the blue book in front of the Shipment Order. The Detail List tab displays.

4. Right-click in either the header or detail list area and select View Status

History. The Status History tab displays.

Order Status History Tab

5. Close the window to return to the Shipment Order view.

Note

For additional information on setting up Order Statuses, refer to the SSA

Warehouse Management 4000 User Reference Guide, Chapter 3

Setup, Setting Up an Order Status.


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Shipment Orders


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Chapter

4

Personalization

Personalization

The topics below provide an overview ofPersonalization, and discuss the steps to

perform Value Added Services (VAS) on Shipment Orders.

Personalization is the process of customizing orders based on customer need. The

term personalization consists of Value Added Services (VAS), as well as the ability to

turn Shipment Order demand into work orders. The following are some examples of

Value Added Services that can be requested by a customer. Each of the serviceslisted below have an instruction indicating the actual text that should be put on the

Commodity.

Engraving

Monogram

Laser

Gift wrap

Personalization allows the warehouses to download up to three VAS processes, along

with support for an 80-character field for each of the three VAS processes. An

unlimited number of VAS processes can be manually input and printed on pick tickets.

The VAS processes and Notes fields are printed from the Shipment Order onto the

pick ticket to ensure that the pickers know where to direct the products once they are

picked. The VAS information displays on the pick tickets or on the workstation window,

but not on the RF window. If a warehouse is supporting VAS processing, pick tickets

are used. Currently, that is the only way SSA Warehouse Management 4000

supports display of this data. The picking process can be done in any manner the

warehouse chooses, but the VAS process support is on the pick list.

The 80-characterNotes field is used to define the details of the service to be

performed. For example, if a gift card was to be included with the Commodity, the VAS

would be GIFTCARD, and the 80-character field would contain your message.

There is also a VAS User-defined field that prints following the Notes, which provides

specific information required by the VAS workers. For example, if an engraving VASneeded to display which typeface should be used, it can be placed in the VAS User-

defined field. The VAS User-defined field name can be changed in thel anguage. i ni file to any name the operations need. If this field is used for multiple

data elements, the name should remain generic, such as VAS TYPE.


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Personalization

To use Personalization, VAS processes must first be defined on the Billing Services

window (accessed through Billing Setup Billing Services), as shown in thefollowing example.

Billing Service

These billing services must be in place because they are utilized during the import

process. They display as a drop-down option (VAS Description) when manually adding

services to a Shipment Order. Currently, SSA Warehouse Management 4000 does

not automatically bill for these services.


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Personalization

Using Personalization

First, you must either import orders with VAS processes attached, or manually create

the Shipment Orders and add the VAS services. Electronic Commerce can be used tohelp define the file layout and then import orders into SSA Warehouse Management

4000. Refer to the SSA Warehouse Management 4000 Integration Guide for

additional information. The steps below describe how to manually add VAS services.

1. Follow Steps 1-9 in Creating Shipment Orders.

2. Right-click and select Show VAS Detail from the drop-down menu.

3. Right-click and selectAdd. The VAS Detail tab displays.

Shipment Order: (New) - VAS Detail

4. Select the VAS description from the drop-down list in the VAS Description

field, and add the VAS text information to be performed on the Commodity in

the VASNotes field.

5. To add information for the VAS, such as which font type to use, colors, and so

on, scroll to the right and enter the information in the VAS User-defined Field.


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Personalization

6. Right-click and select Save.

Notes

The services added to the Billing Services now displays as thedrop-down list. These services only need to be added if you want

them to be performed. This functionality does not alter the way in

which the standard Shipment Order or the standard allocation

processes work.

Once the order is allocated, the pick list displays the data to ensure

the services are performed on the Commodity. It is then up to the

order picker to deliver the order to wherever the order specifies.

The actual picking of Commodities can be done by any method

supported by the SSA Warehouse Management 4000 system.

To generate a pick list, right-click in the Shipment Order header

and choose Generate Pick List. A sample pick list displays below:


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Chapter

5

All ocation

Allocation

The topics in this section describe the allocation process for Shipment Orders, and the

steps to allocate and un-allocate inventory for orders. The following topics are covered:

Allocating Orders

Allocating Multiple Orders

Allocation Substitution

Un-allocating Shipment Orders

Un-allocating Pick Detail Lines

Un-allocating Order Detail Lines

After orders are created, the warehouse must be searched for available product. When

found, the product is reserved for that order. This reservation process is known as

allocation. Allocation consists of two components: pre-allocation (soft) and allocation

(hard).

Pre-allocationSoft hold on inventory, based on lot information. If a user only pre-allocates, the pre-

allocated inventory can still be moved. Pre-allocation is used to check for sufficient

stock to fill an order; however, the product does not need to be in the primary pick

location.

AllocationHard hold on inventory. A hard hold means that allocated product has been reserved

for one order only and cannot be picked for a different order. Inventory is reserved bylocation, lot, and if necessary, an ID.

Orders can be allocated one at a time (from the Shipment Order window) or in groups

using the Order Processing or Wave modules.


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All ocation

Pre-allocation and allocation work together to create candidates and reserve inventory

based on certain criteria, like task dispatch, pre-allocation, and allocation are

somewhat user configurable. The steps used for each are based on the unit of

measure.

Notes

Inventory that has been put on hold cannot be allocated.

It is possible to over-allocate by activating a system setting (System

Administration Configure System Settings.) If theAl l owOver Al l ocat i ons flag is enabled, you can allocate more of

the product than is available in the pick location when using the

standard (STD) allocation strategy. Replenishment tasks are created

to move the inventory to the correct locations for picking. However,

there must still be sufficient product in the warehouse.

SSA Warehouse Management 4000 allocates orders based on location and lottable

combinations for an order. The system looks at each of the ten lottable fields stored on

the Shipment Order, and attempts to find candidate lots with those attributes.

If one candidate lot is found, then that lot is selected for allocation.

If multiple candidate lots are found, the system looks at the Rotate By and

Default Rotation fields on the SKU table, and selects the lot that meets those

requirements.

If the system finds one candidate lot that meets the Rotate By and Default

Rotation requirements, the lot is selected for allocation.

If the system finds multiple candidate lots that meet the Rotate By and

Default Rotation criteria, the lot is allocated based on FIFO.

Refer to the SSA Warehouse Management 4000User Reference GuideChapter 3

SSA Warehouse Management 4000 Setup for additional information on setting up

lottables.


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Allocation

Allocating Orders

SSA Warehouse Management 4000 provides three ways to allocate products to fill

orders. Individual orders can be allocated from the Shipment Order window by right-

clicking and selectingAl locate after entering the Shipment Order.

Multiple orders can be allocated using an Order Selection Model. This

process enables the batch allocation function, which is discussed later in this

section.

Finally, orders can be allocated from the wave window. Refer to Wave

Planning for additional information on creating and allocating waves.

The allocation process is strongly affected by the application configuration upon

installation. In general, SSA Warehouse Management 4000 goes through the

following steps for allocation:

Pre-allocationPre-allocation uses an Order Selection Model to determine the lots from which to

allocate the order, based on the lottable criteria you enter on the Shipment Order

window. Pre-allocation also determines how many pallets, cases, innerpacks, and so

on, are needed.

AllocationAllocation takes the results of pre-allocation and assigns the locations from which to

pick the order.

CartonizationCartonization uses the results of allocation to determine how to package incomplete

pallets, cases, innerpacks, and so on. After an order is allocated, SSA Warehouse

Management 4000 cartonizes the order by assigning case IDs to each line item that

fits in a single carton, based on the carton group assigned to that Commodity.


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All ocation

Allocating a Single Order

1. Access Warehouse Documents Shipment Order. The Shipment Orderwindow displays.

2. To narrow the search, fill in the appropriate fields and then right-click and

selectApply Search. The List tab displays.

Shipment Order - List Tab

3. Click on the blue book for the Shipment Order. The Detail List tab displays.

4. Right-click and select Form View. The Form tab displays.

5. Right-click on the order in the header and selectAl locate. Click Yes to

confirm.

6. After allocation has completed, right-click and select Show Pre-allocated

Picks.

7. Right-click and select Show Picks. Review the allocation and pre-allocation

strategies used to search the warehouse for products.


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Allocation

Order Selection Model

The Order Selection Model allows users to define specific criteria when pre-allocating

and allocating products against orders. These criteria include which orders areaffected, how the inventory is updated, and whether orders are cartonized after

allocation. You can create several different Order Selection Models and apply them as

needed.

Selection parameters refer to a set of user-defined criteria used to group orders within

a wave. SSA Warehouse Management 4000 provides the Order Selection

Parameters window to allow you to keep templates of the most frequently used

records.

To provide maximum flexibility and usability, SSA Warehouse Management 4000

allows you to set up over 20 From and To order selection parameters. This ensures

that the exact set of required orders is retrieved for a wave. Without this functionality,

you would need to remember and enter each of these settings every time a wave is

created. Using the Order Selection parameter window, you provide a name, set theparameters once, and save the record. SSA Warehouse Management 4000 has no

limit to the number of records that can be stored.

Below are some common examples why setting order selection parameters can be

helpful:

If the warehouse manages both small online orders and large retailer orders,

and the online orders must be processed first to ensure overnight delivery,

multiple order selection parameter sets can be created, such as ONLINE,

RETAIL, and so on.

A third party warehouse, which processes orders for multiple Storers at

different times during the day, can create sets for each Storer, such as

STORER1, STORER2, and so on. If the warehouse runs the same routes daily, and releases waves for each of

the routes separately, sets can be created for each route, such as ROUTE1,

ROUTE2, ROUTE3, and so on.


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Creating an Order Selection Model1. Access Order Processing Tasks Order Selection

Parameters/Allocation . The Order Selection window displays.

2. Right-click and selectAdd New Record . The List tab displays.

Order Selection - List Tab

3. Click the Ranges tab. The Ranges tab displays.

Order Selection Window - Ranges Tab

4. Enter the name of the new model in the Parameter Code field.


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Allocation

5. If the new record is the facilitys default Order Selection Model, select the Is

Default? option.

Note

There can only be one parameter code with Is Default? selected. The

system default parameter code (STD) has the check box selected; if

another parameter code is to be used as the default, the Is Default?

option in the STD parameter must be deselected.

6. Define the range of orders affected by the model. Populate the appropriate

fields, placing the lower end of each range in the left column and upper end of

each range in the column on the right. Refer to Order Selection Model Field

Definitions for additional information on these fields.

Note

If a field is left blank, it defaults to all orders affected by that field. For

example, if the Delivery Date Range field is blank, orders with every

delivery date are included.

7. Click the Pick Options tab. The Pick Options tab displays.

Order Selection - Pick Options Tab

8. Select the appropriate option from the Order Picking Procedure list. IfBatch

Picking is selected, populate the additional fields on the window. Refer to the

SSA Warehouse Management 4000Batch Picking User Guide for additional

information.


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9. Click the Picks/Cartonization tab. The Picks/Cartonization tab displays.

Order Selection - Picks/Cartonization Tab

10. Fill in the appropriate fields to specify the models carton and carrier defaults.

11. Click the Pre-allocationOptions tab. The Pre-allocation Options tab displays.

Order Selection - Pre-allocation Options Tab

12. Choose an option from each of the lists on the tab to specify how orders are to

be allocated under this model.

13. Click the Save icon.

Refer to Order Selection Model Field Definitions for additional information.


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Allocation

Allocating Multiple Orders

Once the Order Selection model is created, you can allocate all of the orders affected

by that model in a single operation.1. Access Order Processing Tasks Order Selection

Parameters/Allocation . The Order Selection window displays.

2. Right-click and selectApply Search . The Ranges tab displays.

3. Select the List Tab.

4. Right-click the row containing the Order Selection Model and selectAl locate.

A message displays asking whether to allocate the inventory.

5. Click Yes to confirm.


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Allocation Substitution

Once an order has completed the initial allocation routine, SSA Warehouse

Management 4000 verifies whether a stock out condition exists on an order. A stock-out condition is defined as any point during the allocation routine when inventory is no

longer available. If a stock-out condition exists, the system automatically re-allocates

the order using the substitute items.

The list of acceptable substitutes must include a quantity. For example, a warehouse

operation can use two six-packs of soda as a substitute for one twelve-pack.

Conversely, a warehouse operation can use one twelve-pack as a substitute for two

six-packs.

To use the allocation substitution feature, items must be defined for substitution on the

Support Setup Substitute Commodity window. When a substitute has beendefined, SSA Warehouse Management 4000 allocates the substitute item if a stock-

out condition occurs for the original Commodity. Refer to the SSA Warehouse

Management 4000 User Reference Guide,Chapter 3 Setup, Setting Up aCommodity for additional information on setting up Substitute Commodities.

Allocating Substitute ItemsTheAl low Substi tute field on the Shipment Order Detail window is used to determine

whether a substitute is allowed for the Commodity when a stock-out condition occurs.

Shipment Order - Detail List Tab

If a Substitute Commodity has been defined, theAl low Substi tute check box is

automatically checked. This box can be unchecked, if you do not want to allow the

substitution.

If the field is checked and a stock-out condition exists for the order; the

substitutes are applied against the order line, following the sequence defined

for the substitute until the balance of all allocations are complete, or all

substitutes have been used. If this field is not checked and a stock-out condition occurs, the substitutes are

not applied against the order line, even if substitutes have been defined for

the original Commodity.

When the substitute has been applied to the Shipment Order, a new detail line for

each substitute item is added to the Shipment Order directly under the original

Commodity. Each substitute has the Is Substitute check box selected.


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Allocation

Un-allocating Orders

During picking operations, certain conditions can arise, such as cancellations that

make it necessary to reverse the effects of allocation for an entire shipment order. Theuse ofun-allocation at the order level indicates that no portion of the order is to be

shipped.

Un-allocation removes the systems reservation of stock for a customers order. It also

removes any associated task manager pick tasks. If you need to un-allocate an entire

Shipment Order, Un-allocate Orders should be used.

An order can be un-allocated (clearing the quantity allocated and quantity picked

columns) until it is shipped. Shipping product is the point of no return and orders

cannot be un-allocated at this point.

Below are some common examples why Un-allocate Orders would be required:

Accounts receivable has informed the warehouse that an order, which has

already been released to the floor, must be cancelled due to the customersnon-payment of bills.

A customer has called and cancelled their order, which has been allocated,

and you must remove the entire order from picking.

Certain orders cannot be picked in time for the overnight service. The

warehouse needs to un-allocate the orders today, and re-allocate them

tomorrow.


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Un-allocating a Shipment Order1. Access Order Processing Tasks Un-allocate Shipment Orders. The

Un-allocate Shipment Order window displays.

Un-allocate Shipment Order

2. To narrow the search before retrieving orders, enter information into the

appropriate fields.

3. Right-click and select Retrieve Candidate Orders . The List tab displays with

a list of all Shipment Orders that match the search criteria.

Note

Only orders marked with the un-allocate bitmap can be un-allocated. To

view a key to the status bitmap, right-click the window, select Options,

and then Show Legend.

Un-allocate Shipment Order - List Tab (Show Legend option selected)

4. To un-allocate individual line items from an order, right-click the window, select

Mark/Un-allocate Items for Order, and then click the order to select it. TheDetail List for the selected order displays and all menu controls toggle to the

detail level. To return control to the order level, right-click and select Return to

Marking/Un-allocate Orders.

5. To keep an eligible allocated order or detail line from being unallocated, click

on the status bitmap to mark it. A red not () symbol displays over it, indicating

that it is not un-allocated.


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Allocation

6. After all of the orders or lines have been marked that are not un-allocated,

right-click the window, select Un-allocateOrders, and then click Yes to

confirm.

Un-allocate Pick Detail LinesDuring picking operations, certain conditions might arise such as recalls or

cancellations that make it necessary to reverse the effects of allocation. The use of un-

allocation at the pick detail line level indicates that only a portion of the order is to be

shipped.

Un-allocation removes the systems reservation of stock for a customers order. It also

removes any associated task manager pick tasks. If you need to un-allocate a pick

detail line, but not un-allocate the entire shipment order, un-allocate pick detail lines

should be used.

An item can be un-allocated (clearing the quantity allocated and quantity picked

columns) until the associated order is shipped. Shipping product is the point of noreturn and items cannot be un-allocated at this point.

Below are some common examples why Un-allocate Pick Detail Lines would be

required:

A recall notification has been received and the shipment orders have already

been released to the floor. There is a pick task for the recalled product and

there is no other stock on hand.

A customer has called and cancelled an item on their order, which has been

allocated, and you must remove only that item from their order.

A buyer has called and informed the warehouse to immediately stop shipment

of an item the warehouse no longer carries. Orders have already been

allocated and released, but the pickers have not started picking.

To un-allocate pick detail lines:

1. Navigate to Order Processing Tasks Unallocate Pick Detail Lines.The Un-allocate Pick Detail Line window displays.

2. To narrow the search before retrieving pick detail lines, enter information into

the appropriate fields.


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3. Right-click the window and select Retrieve Candidate Pick L ine Items. The

List tab displays a list of all pick detail lines that match the search criteria.

Each line shows an icon just to the left of the pick detail number indicating the

lines allocation status.

Note

Only lines marked with the Un-allocate bitmap can be un-allocated. To



Un-allocate Pick Detail Lines - List Tab

4. To keep an eligible allocated pick detail line from being un-allocated, click the

status bitmap to mark it. A red not () symbol displays over it, indicating that it

is not to be un-allocated.

5. After all of the lines have been marked that are not to be un-allocated, right-

click the window, choose Un-allocate Pick Line Items, and then click Yes to

confirm.

Un-allocating Order Detail LinesUn-allocate Order Detail Lines is very similar to Un-allocate Pick Detail Lines because

it allows you to partially ship an order. The primary difference is that the entire order

line is un-allocated, whereas with Un-allocate Pick Detail Lines, the pick detail line is

un-allocated.

For example, if an order is placed for ten items; depending upon how the Commodity

is defined, SSA Warehouse Management 4000 can create one order line for a

quantity of ten, or ten pick detail lines with a quantity of one each. Un-allocate Order

Detail Lines allows you to un-allocate at the order line level. This feature can also be

used to un-allocate order detail lines across all orders, or you can specify an order or

detail line to be un-allocated.

Order detail lines can be un-allocated (clearing the quantity allocated and quantity

picked columns) until the associated order is shipped. Shipping product is the point of

no return, and order detail lines cannot be un-allocated at this point.


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Allocation

1. Access Order Processing Tasks Un-allocate Order Detail Lines. TheUn-allocate Order Detail Line window displays.

2. To narrow the search before retrieving order detail lines, enter information into

the appropriate fields.

3. Right-click and select Retrieve Candidate Order Line Items . The List tabdisplays a list of all order detail lines that match the search criteria. Each line

shows an icon to the left of the order detail number indicating the lines

allocation status.

Note

Only lines marked with the Un-allocate bitmap can be un-allocated. To



Un-allocate Order Detail Lines - List Tab

4. To specify which detail lines to un-allocate, right-click and select one of the

following options:

Un-allocate All Orders - This option un-allocates all order lines for all

Shipment Orders.

Un-allocate All Lines for Order # XXXX - This option un-allocates all

order lines for a selected Shipment Order.

Un-allocate Line XXXX for Order XXXX - This option un-allocates a

selected Shipment Order Detail Line.5. Click Yes to confirm the action.


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Chapter

6

Warehouse Planner Allocation

Warehouse Planner

Allocation

The topics in this section describe the allocation process for Shipment Orders, and the

steps to allocate inventory for orders using the Warehouse Planner module. The

following topics are covered:

Warehouse Planner Batch Creation

Allocating Orders Using Warehouse Planner

Warehouse Planneris a specialized module, which runs independently from SSA

Warehouse Management 4000. With this integration, between SSA Warehouse

Management 4000 and Warehouse Planner, customers can allocate product in

Warehouse Planner by passing pre-allocated orders, item master, and inventory

information.

Warehouse Plannercan assign specific resources to complete picks based on the

zones they are working within the facility. The SSA Warehouse Management 4000

Task Manager is used to direct a selector to the next available task, based on the

sequence provided by Warehouse Planner. This allows the operation to takeadvantage of the prioritization and planning logic in Warehouse Planner and the

flexibility of SSA Warehouse Management 4000 to process and pick orders.


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Warehouse Planner Batch Creation

1. Access Task Manager PlanningWarehouse Planner. The WarehousePlanner window displays.

2. Right-click the Search window on the left, and then selectAdd New Record .

The Form tab displays.

3. Only a Description (optional) can be entered. The Batch # and Status is

populated by the system. Right-click and select Save.

4. Right-click and select Set Up WP Order Criteria. The Order Selection Search

tab displays.

5. Right-click on the right side of window, and selectAdd New Record . The

Order Selection Ranges tab displays.

WP Batch WP Batch Parameters Tab

1. Type the name of the Order Selection in the ParameterCode field.

2. If necessary, populate the following field to specify special order selection:

No. of Orders to be Retrieved - Indicates the maximum number of orders to

be assigned to the wave.


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3. Populate the From and To fields to define the parameters for the Warehouse

Planner. Refer to Warehouse Planner Field Definitions for more information on

these fields.

Note

Be careful when setting up parameters. If any through fields are left at the

default setting, the system pulls up all data for that selection parameter

field. For example, ifStorercontains the ZZZZZ default, it pulls up orders

for multiple Storers.

4. Right-click in the record and select Create WP Batch. Click Yes to Save. A

new Planner Order Batch tab is created with all the eligible orders that match

the order selection criteria.

5. Using the right-clickAdd and Delete action, the list of eligible orders can be

modified. To delete an order, highlight the order and right-click Delete. To add

an order, right-click onAdd. The right-clickAdd causes a popup window to

display that contains orders that are eligible to be processed by Warehouse

Planner. You can then select one or more orders to add to the batch.

6. The orders are now ready to be processed by Warehouse Planner. Right-click

the Planner Order Batch tab, and then select Release to Warehouse

Planner.


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Allocating Orders Using Warehouse Planner

1. The allocation of the orders occurs in Warehouse Planner. Once Warehouse

Planner has completed the allocation process, the allocation information issent back to SSA Warehouse Management 4000.

2. Based on the information sent back from Warehouse Planner, new waves are

generated in SSA Warehouse Management 4000 that include the orders that

were sent to Warehouse Planner. Many waves can be created from a single

release to Warehouse Planner. Warehouse Planner determines the number of

waves to be created.

3. The information passed to SSA Warehouse Management 4000 from

Warehouse Planner is used to create picks. SSA Warehouse Management

4000 then cartonizes the order to ensure the most efficient use of multiple

sized shipment containers. The picks have a new sequence number

assigned by a warehouse plannerthat determines how picks are dispatched

to the pickers.

Wave Allocated Pick Details Tab

4. Since only SKUs that use the standard strategy are sent to Warehouse

Planner, detail lines for other allocation strategies must be allocated at this

time.


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5. The wave can now be released to generate the pick tasks. Any picks that were

not allocated by Warehouse Planner have a pick sequence of99999.

Wave Task Details Tab


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Chapter

7Wave PlanningThe topics below describe wave processing and the steps to create, allocate, and view

waves. The following topics are covered:

Creating and Allocating a Wave

Manpower Planning

Wave Order Consolidation

Consolidating Orders

Mass Updating Waves

Viewing Wave Statuses

Viewing Order Processing Statuses

Wave Reports

A wave is simply a group of orders. Orders with the same criteria can be batched into

a wave to simplify the picking process.

Waves are manually released and allocated based on the criteria you select. The wave

window allows the retrieval of a limited number of orders per wave. In addition, thewave window restricts orders to a single wave unless you specifically request

duplication. Wave processing includes the following functionality:


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Pre-allocationPre-allocation is the process used to verify and reserve quantities of products.

BatchingBatching is the process that allows picking Commodities in bulk, followed by sortation

of final customer orders.

AllocationAllocation is the process where SSA Warehouse Management 4000 determines

where and how Shipment Orders should be picked. SSA Warehouse Management

4000 then cartonizes the order to ensure the most efficient use of multiple sized

shipment containers.

ReleaseRelease is the process in which work tasks associated to a wave of Shipment Orders

is released to the warehouse floor.

Creating Work OrdersCreating Work Orders is the process of automatically creating work orders from the

excess demand for Commodities assembled or kitted by the warehouse.

Wave processing saves time. To perform any or all of the functions listed on individual

Shipment Orders would be too time consuming. Wave processing allows you to group

Shipment Orders using different criteria, including: Delivery Date, Order Type, Order

Number Ranges, Carrier, Storer, and so on.

Below are some common examples why warehouses use the wave allocation process:

A warehouse ships both next day air and regular ground packages. The order

handling type is used to segregate, group, and manage the orders separately.

Carriers arrive at different times throughout the day. Using the load IDs, you

can release all orders associated to a delivery at the same time.

To properly support operations, a warehouse must release a certain number oforders at a time. The maximum number of orders in a wave field is used to

accomplish this.

If front dock space is critically small, building waves by stop number from

highest to lowest releases work to the floor the same way trailers are loaded.


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Creating and Allocating a Wave

1. Access Task Manager PlanningWave. The Wave window displays.2. Right-click the Search window on the left, and then selectAdd New Record .

The Form tab displays.

3. Right-click. And then select Set Up Wave Order Criteria. The Order Selection

Search tab displays.

4. Right-click the right side of window, and then selectAdd New Record. The

Order Selection Ranges tab displays.

Wave - Order Selection Ranges Tab

5. Type the name of the wave in the ParameterCode field.

6. If necessary, populate the following fields to indicate special order selection: Include Orders From Existing Wave - If this box is checked, the Wave

planner can place the same order on more than 1 wave.

No. of Orders to be Retrieved - Indicates the maximum number of

orders to be assigned to the wave.


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Status Group - The order Status Group that should be considered for

inclusion on the wave.

Order Handling Type - Order Handling method assigned to orders that

should be considered for inclusion on the wave.

RF ID Orders -A drop-down menu that determines if only RFID ordersshould be included on the wave. The three options are: Include RFID

order, Exclude RFID orders, and Include Both.

7. Populate the From and To fields to define the parameters for the wave. Refer

to Wave Field Definitions for more information on these fields.

Note

Be careful when setting up parameters. If any through fields are left at the

default setting, the system pulls up all data for that selection parameter

field. For example, if Storer is left at the ZZZZZ default, it pulls up orders

for multiple Storers.

8. Right-click in the record and select Build Wave From Order Selection

Criteria. Click Yes to Save.

9. Right-click the detail (Under Wave Orders, lower left), and select Pre-allocate

Orderto see what is available. Click Yes. To ensure the products pre-

allocated,access the Not Fully Pre-allocated Order Details tab.

10. If it is necessary to consolidate orders, right-click and select Consolidate.

Note

Refer to Consolidating Waves for additional information.

11. Right-click and selectAl locate Orders . Click Yes. Multiple detail tabs display.

12. Right-click and select Release Wave. Click Yes. This releases the tasks to

Task Manager and saves the wave.

Note

To delete pick details, click theAllocated Pick Details tab, click the

record, then right-click and select Delete Pick Details by Order #.


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Manpower Planning from the Wave

The topics in this section describe the Manpower planning functionality in a wave. The

following features are available: Display summary of wave information. The Each, Pallet, Cube, Net Weight,

and Gross Weight totals are displayed for each order, as well as a summary ofall orders on the wave.

Allow the user to enter the Each, Case and Pallet units picked per hour andthe number of workers. Based on this information the system calculates anddisplays the number of man-hours spent on the wave.

Allow the user to enter the Each, Case and Pallet units picked per hour andthe number of hours available for the wave. Based on this information, thesystem calculates and displays the number of workers needed to completework on the wave.


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Defining Default Units per Hour for ManpowerPlanningYou can enter default values on the Client Options screen to avoid repeatedly entering

the same rate on the Manpower/Time Planning screen for each Wave.

To specify default units per hour:

1. Navigate to Tools Client Options .2. On the Default tab in the Wave Planning section, enter the following Units per

hour.

Eaches number of Eaches a worker is able to process in an hour.

Cases - number of Cases a worker is able to process in an hour.

Pallets - number of pallets a worker is able to process in an hour.

Tools Client Options Defaults for Units per Hour


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Viewing Manpower/Time Planning on a WaveA Wave feature enhancement displays summary information about the Wave. You can

enter the number of each, case, and pallet units picked per hour, as well as thenumber of available man-hours. The system calculates and displays the man-hour

total required to complete the wave.

NOTE: A wave must be created and allocated before data is available for viewing on

the Manpower and Time Planning screen.

1. Navigate to Task Manager PlanningWave.2. Enter the Wave Number. Right-click and select Apply Search to retrieve the

Wave.

3. Right-click and select Wave Information. From the Wave Information menu,select Manpower/Time Planning.

New menu option for Manpower/Time Planning


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4. When you select Manpower/Time Planning, the following screen displays. Thisscreen displays the Wave Summary as well as the individual summaries of

orders on the wave.

Manpower/Time Planning Screen Wave and Order Detail Summary

The Rate Information is the average number of eaches, cases and pallets that can be

picked in one hour in the warehouse. The Rate Information is required in the

calculations for Workers and Hours. The Rate Information is defaulted from the Tools

Client Options screen, but this information can be edited on the Wave screen.

To Calculate Number of Workers to complete picks for a wave:

1. Enter the data for at least one Each, Case or Pallet Hours field.

2. Right-click and select Calculate Results.

NOTE: The calculations for Number of Workers to complete the picks on aWave is Planning Units / (Planning Hours*Rate of Picking).


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Manpower/Time Planning (Number of Workers)

To Calculate Number of Hours necessary to complete the picks for a wave:

1. Enter the data for at least one Eaches, Cases or Pallets Workers field.

2. Right-click and select Calculate Results.

NOTE: The calculation for the Number of Hours to complete the picks for theWave is Planning Units / (Rate of Picking* Planning Workers).

Manpower/Time Planning (Number of Hours)

To clear the results:

Right-click and select Clear All. This clears all data in the Hours and Workers fields.


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Wave Order Consolidation

Wave order consolidation allows you to consolidate regular orders for commodities

within a wave, manually assign a speed-pick location to the commodity, and createreplenishments from reserve or pick locations to fill it with just enough to satisfy the

wave demand. The choice of which inventory is moved is based on the commoditys

rotation rules and the most efficient UOMs for retrieval. The system then over allocates

all units of measure from the speed-pick location, with the exception of full-pallet picks.

Full-pallet picks are made directly from their reserve locations to the stage locations,

bypassing any other pick process.

The SSA Warehouse Management 4000 allows consolidation for any allocation

strategy except soft allocation (dynamic). Consolidation can only be used for regular

orders on a wave: batched orders are not eligible for conso lidation. This section

defines the steps that occur for the allocation and release processes during wave

processing.

When Consolidate Orders is selected, before allocation, the system determines ifeach commodity is set to allow consolidation. If consolidation is allowed, the system

determines the total wave demand for eligible commodities and compares it to the

minimum quantity allowed. If disallowed, the commodity is not considered for

consolidation.

The consolidation rules are as follows:

If the total wave demand is less than the Minimum Wave Quantity, the system

does not consolidate the commodity.

If the total wave demand is greater than or equal to the Minimum Wave

Quantity, the system consolidates the commodity.

Once a wave has been allocated, you cannot select Consolidate Orders again

for that wave.

Consolidation PrerequisitesTo use the Consolidate Orders feature, the following prerequisites are required:

Eligible commodities must have theAl low Commodity Consol idation check

box activated (checked) on the Commodity General Tab within the Commodity

window (accessed through Support Setup Commodity). For additionalinformation, refer to the SSA Warehouse Management 4000 User Reference

Guide, Chapter 3 Setup, Setting Up a Commodity.

Speed locations must be set up on the Location window. For additionalinformation, refer to the SSA Warehouse Management 4000User Reference

Guide, Chapter 3 Setup, Setting Up a Location.


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Consolidating Orders by Wave

1. Create a Wave.

2. Right-click and select Consolidate Orders. The system determines whichcommodities are consolidated and displays the results for the entry of speed

line locations on the Eligible Consolidated Commodities List tab.

Eligible Consolidated Commodities Tab

Note

The following scenarios disqualify commodities from consolidation:

Soft allocation strategy is used for the commodity.

TheAllow Consolidation option is deselected on the

Commodity Control tab.

The total wave demand is less than the minimum wave quantity.

The Incl option that was originally checked by the system (the

default) is deselected.

The commodity is for a batched order.


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3. Select the Speed Location from the drop-down list in the Consol. Loc field, or

clears the Incl check box to indicate that a commodity should not be included.

Notes

The Eligible Consolidated Commodities List displays even if there are

no commodities to consolidate. Click Exit to abort the wave processing,

orContinue Processing to continue.

If there are missing speed line locations, the system returns the

following error message:

Consolidation Error Message

4. In the Max Loc Qty field, enter the maximum quantity for a commodity that

can be replenished to a speed location at any one time.

Notes

If left blank, the system replenishes the entire wave demand to the

speed location.

If populated, the system respects the total and only replenishes

when the next Replenishment UOM fits. The system uses the Pick-

Case Replenishment UOM if available, and the Pick-Piece UOM if

no case pick is assigned.

5. Click Continue. The following message displays.


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6. Click OK. The Consolidated Commodities List tab displays, indicating which

commodities were consolidated.

Consolidated Commodities List Tab

7. Right-click and selectAl locate Orders . Click Yes to accept. Multiple detail

tabs display.

8. Right-click and select Release Wave. Click Yes.

Notes

The allocation process for consolidated commodities over-allocates

the speed line locations used for regular orders based on the mostefficient UOMs. All picks, regardless of UOM, are over-allocated

from the speed line location.

The system then replenishes the speed locations, respecting the

maximum, with a quantity equal to the demand. The system does

not replenish quantities greater than the wave demand.

You cannot Consolidate Orders more than once per wave. If

Consolidate Orders is selected a second time, an error message is

generated indicating the wave has already been consolidated.


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Consolidation Release Process

The release process supports commodity consolidation and bulk picking by the most

efficient UOM. The system responses differ based on the setting of theAl lowCommodity Consolidation check box.

Allow Commodity Consolidation Un-checkedWhen theAl low Commodity Consol idation check box is un-checked, the system

performs the following steps during release. These steps also apply to commodities

that did not qualify for consolidation even though the box was checked:

Creates full pallet pick tasks for all full pallet picks, including any from batched

orders.

Sorts the remaining bulk-pick details by bulk carton group and then by

sortation station. The system then totals the demand for each commodity andlocation combination, and creates a pick task for each combination.

Uses the commodity bulk carton group first, or the default bulk carton group on

the batch selection criteria screen if no commodity level record is defined.

The cartonization process sorts by carton group for both regular picks and for

the bulk cartons.

Allow Commodity Consolidation CheckedWhen theAl low Commodity Consol idation check box is selected, the system

performs the following steps during release. These steps only apply to commodities

that qualify for consolidation:

Creates full pallet pick tasks for all full pallet picks, including any from batched

orders.

Collects and separates all pick details for consolidated commodities by regular

and batched orders for the wave.

Totals the wave demand for a commodity for regular order types.

Creates replenishment tasks to replenish the speed locations assigned to the

commodity during allocation. These tasks total no more than the wave quantity

and respect the maximum quantity entered during the wave.

The system considers any LPN record stored in reserve as a pallet during this

process. Unlike full pallet picks where the quantity must be equal to a full palletquantity defined on the pack record, these pallets are retrieved in rotational

order regardless of their quantity.


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Mass Updating Waves

The Mass Update Wave option is used to mass update all orders (or individual orders)

on a wave, based on Route, Door, Stop, or Carrier. This feature prevents you fromhaving to update orders individually.

Mass Update Wave allows you to add or change the Route, Stop, Door, or Carrier for

an order, and then apply those changes to all orders on the wave. There is an option

available to update only those orders that have blank data in the changed field (Update

Only Blank), or override existing field data (Update All). Individual orders can also be

updated.

1. Access Task Manager PlanningWave. The Wave window displays.2. Right-click and selectApply Search . The List Tab displays with wave

information.

3. Click the blue book that corresponds with the wave to be updated. Associated

order information displays.

4. Right-click the window and select Wave Information, then Mass Update

Orders. Associated order information displays for the wave.

5. Right-click the window and select Modify Mode, unless already in Modify

Mode. To modify only the selected order record, select Current. To modify all

orders for the wave, selectAl l.

Wave - Mass Update Orders Tab

6. Click the field to be updated (Route, Stop, Door or Carrier) and populate theappropriate information.


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7. Based on the field change, right-click and select the corresponding menu

option (options are Mass Update Route, Stop, Door and Carrier). The

following two options are available:

Update All (Routes, Stops, Doors or Carriers) - This functionality

enables you to select a specific Shipment Order, and have thecorresponding field for all Shipment Orders on the wave updated with

the same information. For example, if you change the route to 101 on

a selected Shipment Order, and select Update All Routes, all orders

on the wave are updated with the same route number.

Update Only Blank (Routes, Stops, Doors or Carriers) - This

functionality allows you to select a specific Shipment Order; and have

the corresponding field for all Shipment Orders, with a blank field,

updated with the same information. For example, if you change the

route to 101 on a selected Shipment Order, and selects Update Only

Blank Routes, only the Shipment Orders with blank (empty) route

information are updated. Any other Shipment Orders with a route

already defined are not updated.8. Right-click and select Save.


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Wave Status

After waves are created, you can view the status of the wave and the associated order

details. The Wave window is used to track the progress of the wave as it goes throughthe picking and shipping process.

The list below describes the different statuses for a wave.

Status TypesNot StartedThe wave has not been allocated and picking has not started.

Released to Task ManagerThe wave has been allocated and released to the floor for picking.

CompletedAll wave tasks have been completed.

Viewing Wave Statuses1. Access Task Manager PlanningWave. The Wave window displays.2. Right-click and selectApply Search . The List tab displays with wave

information, including the associated status.

3. To view further details for the wave, right-click the window, select Wave

Information and then select the menu option.

Refer to Wave Field Definitions for additional information on all wave fields.


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Order Status

The Order Status window provides the status of each Shipment Order within a wave.

This window is vital in helping you to determine the progress that has been made onan order. Management decisions for timing and workflows are made from the data

seen on this window. Operations that use sortation equipment must have clear visibility

to wave statuses to know when to release the next wave.

Below are some common examples why the Order Status window is helpful:

A customers order has been placed in a wave. The customer is requesting

changes to the order. By checking the status of the order, you can determine if

those changes can be made.

The warehouse has scheduled overtime. A status check of the last wave

determines how far the tasks have progressed, so accurate predictions can be

made for the schedule.

The shipping shift is ending and the manager needs to determine that all workhas been completed.

Status TypesNot StartedThe order has been added to the wave but no processing has been done.

Created ExternallyOrder is initially added into the system. The customer order and order details are

created via an interface with an outside application.

Created InternallyOrder is initially added into SSA Warehouse Management 4000. The customer order

and order details are created within the application.

ConvertedOrder has been converted from a Flowthru Order to a Shipment Order.

Released for PickingThe Detail Line has pick tasks created for it.


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In PickingThe Order Detail has some pick details In Process.

Partially PickedSome of the order detail lines for the order have been picked.

Part Picked/Part ShippedSome of the order detail lines have been picked and are ready to be shipped.

Picked CompleteAll detail lines for the order have been picked.

Picked/Part ShippedDetail line has been picked and partially shipped.

In PackingThe order line has at least one detail with a Drop ID assigned to it.

Pack CompleteAll details for the order line have a Drop ID assigned to them.

StagedAll details for the order line are moved to a Location of Type = Staged.

ManifestedThis status is triggered when the order detail has been updated by an interface with an

outside manifesting system.

In LoadingAt least one RF Loading task has been completed.

LoadedAll RF Loading tasks have been completed for an order.

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