Feature - WMS Pick To Order Enhancement

Release Date: 4/21/21

Version 8.5 and Above

Staging verification currently allows users to verify groups of orders as one batch, which then must be processed in Shipment Verification to assign serial numbers, quantities, create box data and perform order billing and invoicing. The Pick To Order enhancement combines data entry and creation performed by Shipment Verification into the Staging Verification process. This change allows the user to stage and verify individual orders and shipping batches while performing staging verification, removing additional processing steps and increasing efficiency.

Global Setup Changes


A new Global Setup flag has been added to enable this enhancement. Global Setup-> Add-On-> Warehouse Management System-> field 36. Use Pick To Order In Staging Verification has been added.



36. Use Pick To Order In Staging Verification – Default is N. If set to Y, users will have the option to process staging batches in Staging Verification using the PTO changes.


Staging Verification Changes

Staging verification has been redesigned to accommodate the new PTO functionality. Once the PTO function is turned on, it is the default method used by Staging Verification unless overridden by the user. 



This is indicated by the PTO Enabled label on the Staging Verification batch selection screen. Users have the option to disable PTO by pressing the F2 key.

Once the user presses the F3 key to start the verification process and PTO is enabled, the user is presented with a list of orders on the staging batch.


 
Once the abort key is pressed, the equipment selection screen is shown and the user is prompted for the equipment and a new Pick To Order prompt. 



If PTO is enabled, this field will default to Y. Otherwise it will default to N. The user will have the ability to override this value. If a staging batch is assigned to a user and the equipment is assigned during staging batch creation, the user will be presented with the equipment selection screen but they will only be able to change the value in the Pick To Order field.

When using PTO the Staging Verification screen no longer consolidates like items to be picked together. Items will be presented on an order-by-order basis. 

When an item/serial number/mfg model number is scanned, Staging Verification will prompt the user for an equipment bin. This is  predefined and is based on the equipment bin where the inventory will reside. The purpose is to place the inventory for the same order in the same area on the cart. A cart can be sectioned off into multiple bins. The bin information does not need to be defined in Bin Maintenance in Inventory Management. If this is the first scan for an order, the application will prompt the user to scan the equipment bin where the inventory will be placed.




If items on other bins have been scanned for this batch, the user will not be able to place the items for a different order in the same equipment bin. The user will be presented with an error message stating they need to place the item in the order equipment bin.



If an item is scanned for a different order, the user must enter a new bin for the order. If they attempt to place it in a previously scanned equipment bin, the user will be presented with an error message.



This process continues until all items on the Staging Batch are verified. All rules currently enforced for staging batch completion will continue to be enforced. Elliott now has all serial number data and item accessory quantities assigned to specific orders. Upon successfully completing staging verification on a staging batch, the system will automatically:
  • Create all box data for all orders and shipping batches assigned to the staging batch that is normally created during shipment verification
  • All items will be entered as being in BOX 1
  • All required serial number reference information normally assigned during Shipment Verification will be created


Shipment Verification Changes


The user chooses the first order to verify from the staging batch.
- If Elliott detects that the staging batch used the PTO process, it then retrieves and populates all information in Shipment Verification and the processes outlined below take place
- If Elliott detects that this staging batch did NOT use the PTO process, Shipment Verification is performed as normal

Quantity/Packaging Code Screen


If the staging batch used the PTO process, then the following screen is automatically displayed to the user:



The user will be required to enter the total quantity in the box.
 
  • If the user presses the Escape key from the total quantity field, processing will cease and the user will return to the regular Shipping Verification screen to the Order# field.
  • If the quantity matches the total quantity for the order, the user will be prompted to enter the packaging code. The F7 key is supported to search for the packaging code if necessary. A valid packaging code must be entered. If the user presses the Escape key from the packaging code field, the user will return to the Total Quantity field.
  • If the quantity entered is greater than the total quantity on the order, this is an error condition and the user is given an error message stating that the quantity is greater than the order quantity and they should reenter the quantity. The user is returned to the total quantity field.
  • If the quantity entered is less than the total quantity for the order, the user will be prompted to enter the packaging code. The F7 key is supported to search for the packaging code if necessary. A valid packaging code must be entered. If the user presses the Escape key from the packaging code field, the user is returned to the Total Quantity field. Once a valid packaging code is entered and the user presses the Enter key, they are taken to the item/mfg code/serial number entry screen to scan the items that need to go into a separate box.
If a packaging code is not required:
The user is required to enter the total quantity in the box.
  • If the user presses the Escape key from the quantity field, processing will cease and the user will return to the regular Shipping Verification screen to the Order# field.
  • If the quantity matches the total quantity for the order, it is assumed that all of the items are in Box 1 and the normal Shipping Verification procedure will continue using the data collected during Staging Verification.
  • If the quantity entered is greater than the total quantity on the order, this is an error condition and the user will be given an error message stating that the quantity is greater than the order quantity and they should reenter the quantity. The user will be returned to the total quantity field.
  • If the quantity entered is less than the total quantity for the order, the user will be taken to the item/mfg code/serial number entry screen to scan the items that need to go into another box.

Item/MFG Code/Serial Number Screen



If a packaging code is required:
Box 2 Processing:
If the total quantity entered plus the quantity scanned is equal to the total quantity on the order, processing is automatically complete and the user will be prompted for the packaging code for the box.
If the user presses the F1 Key and no items have been scanned, this is an error condition. The user is presented with an error message and the application will prompt for the entry of the Serial Number/UPC/Model.
If the user presses the F1 key and items have been scanned, the user will be prompted for the packaging code for the box and returned to the Serial Number/UPC/Model screen to scan more items for Box 3.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and no items have been scanned, the user will be returned to the packaging code screen to the quantity field where they can reenter the total quantity or abort the process by pressing the Escape key.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and items have been scanned, the user will be presented with a message stating that they have not finished scanning all items remaining and ask if they wish to abort box 2. Default is No. If Yes, box 2 scans will be moved back to box 1. If No, application will prompt for the entry of the Serial Number/UPC/Model.



Box 3 and Up Processing:
If the total quantity entered plus the total quantity scanned is equal to the total quantity on the order, processing is automatically complete and the user will be prompted for the packaging code for the box.
If the user presses the F1 Key and no items have been scanned, this is an error condition. The user will be presented with an error message and the application will prompt for the entry of the Serial Number/UPC/Model.
If the user presses the F1 key and items have been scanned, the user will be prompted for the packaging code for the box and returned to the Serial Number/UPC/Model screen to scan more items for the next box.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and no items have been scanned, the user is presented with a prompt asking if they wish to adjust the quantity in box 2. If the user answers No, they are returned to the Serial Number/UPC/Model prompt for box 3. If they answer Yes, the user will be returned to the Serial Number/UPC/Model screen to add more items to the previous box.


 
If the user presses the Escape key from the Item/MFG Code/Serial Number field and items have been scanned, the user will be presented with a message stating that they have not finished scanning all items remaining and ask if they wish to abort. Default is No. If Yes, box 3 scans will be moved back to box 1 and they are returned to the Serial Number/UPC/Model prompt for box 2. If No, application will prompt for the entry of the Serial Number/UPC/Model.


If a packaging code is not required:
Box 2 Processing:
If the total quantity entered plus the quantity scanned is equal to the total quantity on the order, processing is automatically complete.
If the user presses the F1 Key and no items have been scanned, this is an error condition. The user will be presented with an error message and the application will prompt for the entry of the Serial Number/UPC/Model.
If the user presses the F1 key and items have been scanned, the box number will be incremented and the user will be returned to the Serial Number/UPC/Model screen to scan more items for Box 3.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and no items have been scanned, the user will be returned to the quantity screen to the quantity field where they can reenter the total quantity or abort the process by pressing the Escape key.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and items have been scanned, the user will be presented with a message stating that they have not finished scanning all items remaining and ask if they wish to abort box 2. Default is No. If Yes, box 2 scans will be moved back to box 1. If No, application will prompt for the entry of the Serial Number/UPC/Model.

Box 3 and Up Processing:
If the total quantity entered plus the total quantity scanned is equal to the total quantity on the order, processing is automatically complete.
If the user presses the F1 Key and no items have been scanned, this is an error condition. The user will be presented with an error message and the application will prompt for the entry of the Serial Number/UPC/Model.
If the user presses the F1 key and items have been scanned, the box number will be incremented and the user will be returned to the Serial Number/UPC/Model screen to scan more items for the next box.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and no items have been scanned, the user is presented with a prompt asking if they wish to adjust the quantity in box 2. If the user answers No, they are returned to the Serial Number/UPC/Model prompt for box 3. If they answer Yes, the user will be returned to the Serial Number/UPC/Model screen to add more items to the previous box.
If the user presses the Escape key from the Item/MFG Code/Serial Number field and items have been scanned, the user will be presented with a message stating that they have not finished scanning all items remaining and ask if they wish to abort box 2. Default is No. If Yes, box 3 scans will be moved back to box 1 and they are returned to the Serial Number/UPC/Model prompt for box 2. If No, application will prompt for the entry of the Serial Number/UPC/Model.

All required data is now on file and Shipment Verification is complete. Any processes that usually run after shipment verification is completed now take place optimally without user input, such as invoice printing, ASN labels, custom label files and the integrated shipping manifest process.

Order Inquiry
The equipment and PTO bin number are now displayed as on the Order Inquiry screen for orders that are processed as a Pick To Order staging batch.



Staging Batch Detail

The PTO bin has been added to the Staging Batch Detail Order, Item, and Serial number screens.







Programs Modified: NSCTLFIL.FD, NSCTLFIL.W37, NSCTLINI, NSCTLMNV, CPBATSUM, CPBATVEB, CPBATDTL, CPSHPVER, CPCNLPIC, CPWMSUPD, CP0400, CPORDINQ

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