Warehouse Management System Staging Verification
WAREHOUSE MANAGER
A new menu option under COP-> Processing-> Print Pick/Pack Tickets & Ship Labels-> Shipping-> Pick Order Processing is available. This application will show a list of all orders available for processing through the warehouse. Orders are created in the warehouse when picking tickets are printed. This includes picking tickets for both "I" and "O" type orders. Orders are removed from the warehouse when a picking ticket is cancelled or when the invoice is posted to Accounts Receivable.
WH = Virtual Warehouse summary of valid orders that fall into any of the displayed categories
Open = Number of Open Orders in Virtual Warehouse (picked but not staged)
Staged = Number of orders assigned to Staging Batches in Virtual Warehouse (includes Staging Batches In Process and Partial)
Verification = Number of orders in Staging Batches that have been assigned Verification status
Complete = Number of orders in Staging Batches that have been processed in Shipping Verification AND any other orders processed through Shipping Verification for that warehouse
$ Total = total dollar amount of all orders in process for Virtual Warehouse
Total = Summary total of all above columns
Functions:
ENTER = Show all picked orders in the location and the status of that order.
F1 = Staging - Go to the Order Selection screen where open orders in warehouse selected can be selected to create Staging Batches.
F2 = Summary - Go to the Staging Batch Summary screen to display batches created for the selected warehouse.
F3 = View History - Go to the Staging Batch History screen to display staging batches that are closed. This option will not be available if the user type is set to "W" for warehouse user in Password Setup and Global Setup-> Warehouse Management System-> Field 35. Allow Warehouse User To Access Staging History is set to N.
F4 = Assign - Go to the Staging Batch Assignment screen where users can be assigned to a staging batch.
F5 = Refresh - Refresh data in Warehouse Manager screen.
STAGING BATCH CREATION
Data displayed on this screen comes from the Warehouse Management System Orders table. Only orders that have previously had a Pick Ticket printed and have not been previously assigned to a staging batch will be displayed in this screen.
S Column Values: X = Selected
TP = Order Type
Order = Order Number
Cust# = Customer Number
Shpto= Order Ship To Number
Name= Customer Name
SLM = Salesman Number
Via = Ship Via Code
Total Qty = Total qty shipping on order
Weight = Total shipping weight of order
Ser = If order contains serialized items then Y, else N
Total Line Values = Running count of orders not processed, running count of selected orders, selected order total qty and weight selected for batch
Functions:
F1=Create - Creates batch using selected orders (orders with "X" value in the "S" Column)
F2=Sort - Allow the user to sort the display by Ship Via/Serialized Flag/Total Qty, Ship Via/Cust No/Ship To, or Order Type/Ship Via/Total Qty.
F2=Sort - Allow the user to sort the display by Ship Via/Serialized Flag/Total Qty, Ship Via/Cust No/Ship To, or Order Type/Ship Via/Total Qty.
F4=Detail - View Order detail in Order Inquiry
F5=Refresh - Refresh data shown on screen
Process:
1. User selects orders to create batch by scrolling through orders and using Enter key to mark order with X status (hitting Enter again deselects order).
a. Highlighting an order and hitting F4 will view Order Inquiry Detail of order.
b. As orders are selected/deselected, the total line totals are updated.
2. When finished selecting orders, user hits F1 to create Staging Batch.
3. When an order is selected for a staging batch, the process will update the staging batch number field in the WMS Order and Detail tables for the batch ID created. This will also allow the user to drill down to the order in the Staging Batch Summary screen.
4. After batch is created, the total line is updated and the staged orders are removed from the screen.
5. Repeat process until all orders are selected and Staging Batches created –OR-- escape screen to revisit remaining open orders later.
After pressing the F1 key to create a staging batch using the orders selected, the user will be presented with a pop-up window.
Assign To Which User = User can press the F7 key to search for users in the System Operator File. If an operator is entered in this field, it must be on file in the operator file. An entry of spaces is allowed. Assignment can be done at a later time or if the warehouse personnel are allowed to select from unassigned batches, the unassigned batches are available immediately for selection through the staging verification application. Assignment will occur when the warehouse personnel chooses the unassigned batch.
Assign To Equipment = If the user was assigned, the equipment can also be assigned. User can press F7 to search for equipment. If an equipment ID is entered in this field, it must be on file in the equipment file. It also cannot be assigned to another operator.
Description = A short description of the batch. An entry of spaces is allowed.
Priority = User can assign a priority to the batch – (1-9) 1 = high, 5 = medium and 9 = low. The field defaults to 5.
STAGING BATCH SUMMARY
The Staging Batch Summary screen displays all of the staging batches that are open and have not been moved to history. This includes all batched for orders that have been invoiced but have not been posted to Accounts Receivable.
Batch = Staging Batch ID
T= Order Type (O = “O” type, I = “I” type)
P = Priority
Date = Date Staging Batch created
Time = Time Staging Batch created
WH = Warehouse Location
Orders = Total number of orders in Staging Batch
Total Qty = Total quantity in Staging Batch
Status Values:
Open = Not yet assigned to user and Cart ID to process through Staging Verification
In Proc = Currently being processed in Staging Verification, items have already been scanned
Partial = Staging Verification was started, but exited and not completed for some reason
Stg Ver = Staging Verification of batch is complete and batch is ready to be verified in Shipping Verification
Billing = Some of the orders on the batch have been through Order Billing or the billed through Shipping Verification
In ShpV = Order is currently being processed through Shipping Verification
Bin Sel = If running Multi-bin and the order has been processed through Bin Selection By Batch
Shp Ver = Staging & Shipping Verification completely performed on batch
User = User associated with Staging Batch
Equip ID = Cart id assigned to Staging Batch
Total Line = Total count of batches open, in process, verified, or complete
Functions:
Enter=Detail - Display list of all orders in batch -> drill down on a selected order to view in Order Inquiry.
Del=Delete - Delete Selected Batch. Orders in deleted staging batch will be returned to open status in Staging Batch Creation Screen. Only Open status Staging Batches can be deleted. Once a batch has started processing Staging Verification, the batch cannot be deleted unless the user quits the batch, erases the batch, or restarts the batch.
F1=Staging Slip - This allows the user to print a paper copy of the staging slip in summary format by Bin/Item if needed. The staging slip printed will be for all orders in the highlighted staging batch.
F2=Assign - Allows the user to assign the batch to an operator. A pop-up window will ask for the operator ID and the equipment ID. Only batches with a status of Open or Partial can be assigned. Partial batches can be reassigned to another operator.
F5=Go To - Go to a specific staging batch. A pop up window will prompt the user for the staging batch number.
F5=Go To - Go to a specific staging batch. A pop up window will prompt the user for the staging batch number.
STAGING BATCH HISTORY
Once all orders on a staging batch have been invoiced and posted to Accounts Receivable, the staging batch is moved to history. Staging Batch History will display all Staging Batches for the selected warehouse location that have been fully processed through the Warehouse Manager and have been posted to Accounts Receivable.
First the user must enter the date range for the staging batches.
Once the range is entered, a list of Staging Batches is displayed. Data is displayed in reverse date/time order for the date range selected.
By Batch:
Batch = Staging Batch ID
Date = Date Staging Batch completed
Time = Time Staging Batch completed
WH = Warehouse Location
Orders = Total number of orders in Staging Batch
Total Qty = Total qty in Staging Batch
User = User associated with Staging Batch
Equip ID = cart id assigned to Staging Batch
Functions:
Enter=Detail = Display list of all orders in batch.
F1=Toggle Batch/User = This will switch the view from a list of batches to a list of users who processed batches during the time period.
By User:
User = User associated with Staging Batches.
Batches = Number of batches processed for the date range selected.
Orders = Number of orders processed for the date range selected.
Total Time = Total amount of time spent processed the batches for the date range selected.
Avg Time Per Batch = Average amount of time to process a batch for date range selected.
Avg Time Per Order = Average amount of time to process an order for the date range selected.
Avg Time Per Item = Average amount of time to process one item for the date range selected.
STAGING VERIFICATION
This application is available from Customer Order Processing-> Processing-> Staging Verification. When the warehouse personnel chooses the Staging Verification application, they are presented with a list of batches from all locations that are either assigned to them to work on or are not assigned to anyone (if the WMS Global Setup flag is set up to allow the user to process unassigned staging batches). The batches are sorted in priority order.
Batch = Staging Batch ID
T = Order Type
P = Priority
Date = Date Staging Batch created
Time = Time Staging Batch created
WH = Warehouse Location
Orders = Total # of orders in Staging Batch
Total Qty = Total qty in Staging Batch
Status Values:
Open = not yet assigned to user and Cart ID to process through Staging Verification
In Proc = currently being processed in Staging Verification, items have already been scanned
Partial = Staging Verification was started, but exited and not completed for some reason
Stg Ver = Staging Verification of batch is complete and batch is ready to be verified in Shipping Verification
Billing = Some of the orders on the batch have been through Order Billing or the billed through Shipping Verification
In ShpV = Order is currently being processed through Shipping Verification
Bin Sel = If running Multi-bin and the order has been processed through Bin Selection By Batch
Shp Ver = Staging & Shipping Verification completely performed on batch
User = User associated with Staging Batch
Equip ID = Cart id assigned to Staging Batch
Functions:
Enter = Detail - Display list of all orders in batch.
F3=Verify – Start the staging verification process.
F4=Toggle Verified – Pressing this key will toggle the display of batches that were previously verified.
Once the user selects a batch to process, he or she will need to choose or verify the equipment ID that will be used to process the staging batch.
Batch ID – Batch ID that was chosen for staging verification
Assign To Which User – Operator ID assigned to this batch
Assign To Equipment – User will select the equipment to be used for processing this batch
Functions:
F7 will perform a search against the equipment file. Equipment ID entered must be on file and must not be in use by another user.
After selecting the equipment to use for the staging batch, the user will be presented with the Staging Verification screen.
Batch = Staging Batch ID
Location = Staging Batch warehouse location
Equip ID = Equipment ID used when processing batch
Bin No. - Bin number for item
To Pick = Total qty to verify in Staging Verification
UM = unit of measure
Item Desc. = Item description
Item No. = Item number
Qty Confirm = Total quantity entered/scanned into Staging Verification for item
Bin No. (entry field) - Bin number for item highlighted in the list
Item/Ser#/Bin = Entry field for scanning. User can scan the bin number to change the current bin they are working from.
Bin No. (entry field) - Bin number for item highlighted in the list
Item/Ser#/Bin = Entry field for scanning. User can scan the bin number to change the current bin they are working from.
Last Input = Last entered serial / UPC number
Total = Total quantity to be entered for Staging Batch and total quantity confirmed for Staging Batch.
Note:
The contents of the Item Desc. field is configured based on two WMS Global Setup values. Options:
9. Staging/Bin Replenishment Field Option 1
10. Staging/Bin Replenishment Field Option 2
These options will allow the user to choose the fields that are shown in the Item Desc. space on the Staging Verification screen in Elliott. The choices include Item Desc (option 1 only – if chosen, option 2 will be used to accommodate the size of the item description field), User Def 1, User Def 2, User Def 3, User Def4, User Def 5, Prod Cat Desc, Volume, Weight, Ext Volume, and Ext Weight.
If processing an “I” type order batch and the batch contains serialized items, the serial number(s) that need to be scanned will be show on the screen. The placement of the serial number on the screen depends on a setting in the WMS Global Setup. Option:
21. Staging Ver Serial Display Area For I Type
can be set to a 1 for the User Defined Field 1 area, 2 for the User Defined Field 2 area, or 3 for the item number. If the item on the I type order staging batch is serialized, the field chosen will be replaced with the serial number.
The contents of the Item Desc. field is configured based on two WMS Global Setup values. Options:
9. Staging/Bin Replenishment Field Option 1
10. Staging/Bin Replenishment Field Option 2
These options will allow the user to choose the fields that are shown in the Item Desc. space on the Staging Verification screen in Elliott. The choices include Item Desc (option 1 only – if chosen, option 2 will be used to accommodate the size of the item description field), User Def 1, User Def 2, User Def 3, User Def4, User Def 5, Prod Cat Desc, Volume, Weight, Ext Volume, and Ext Weight.
If processing an “I” type order batch and the batch contains serialized items, the serial number(s) that need to be scanned will be show on the screen. The placement of the serial number on the screen depends on a setting in the WMS Global Setup. Option:
21. Staging Ver Serial Display Area For I Type
can be set to a 1 for the User Defined Field 1 area, 2 for the User Defined Field 2 area, or 3 for the item number. If the item on the I type order staging batch is serialized, the field chosen will be replaced with the serial number.
Functions:
F1=Restart – Used to restart the batch. All work performed on the staging batch is reversed and the batch is set to an “open” status.
F3=Add Item – Used to advance the qty confirm by one for the line highlighted.
F4=Adv Options - Presents the user with a pop up window with options.
F4=Adv Options - Presents the user with a pop up window with options.
Advanced Qty - Used to enter quantities for non-serialized items - similar to Shipping Verification F3 Qty Enter screen.
Change Pick Bin - Used to access and change quantities on the PICKBIN attribute associated with the item highlighted.
Show Bin Quantities - User to show the bins where the item highlighted is stocked.
Show Serial Numbers - Shows serial numbers scanned for the item highlighted.
F8=Assign Bins - Used to assign bins to the staging batch based on quantity availability by priority bin order.
Process:
When the Staging Verification screen is first opened, the user will need to choose a Staging Batch from a list of Open and Partial Staging Batches.
After valid Staging Batch is selected, user must assign the following to begin verifying. User will begin scanning bins and serial numbers or UPC bar codes.
- All Serial #'s scanned will be associated with the Staging Batch and cannot allocated to another staging batch unless the batch is deleted.
During scanning, system will:
- Validate all serial numbers are already in system, not allocated to an order, and exists in the warehouse location being processed
- Validate all non-serialized items exist in the bin chosen
- Items will be transferred from the stocking bin scanned to the equipment bin associated with the equipment assigned to the staging batch
Once all items have been entered for a Staging Batch, Staging Verification can be escaped from successfully.
- System will check for confirmed quantity = total quantity
- Present user with message "Staging Batch Completed!"
- Assign a status of Verified to completed Staging Batch
- Clear Staging Verification screen to enter or select another Staging Batch ID
If the user under or over picks, he or she will be prompted with a question asking if this is OK.
If the answer is No, the user will be returned to the Bin/Itm/Ser# entry field. If the answer is Yes, the user will be prompted with a question asking if he or she has finished processing the batch.
Note: 5) Two WMS Global Setup options:
5. Allow Staging Batches to be Marked as Verified if Partially Selected? (N=No, A=Allowed with warning, P=Allowed with Password)
6. Verified Order Access Password
affect how this scenario will be handled. If a user exits when processing a staging batch and the batch is not fully verified, the following will happen based on the setting 5:
N – The batch will be marked as partially verified with no further human interaction.
A – The user will be presented with a warning screen asking if the user is finished processing the batch. If the user answers Y, the batch will be marked as verified but also flagged as under verified in the database. If the user answers N, the batch will be marked as partially verified and the user can continue processing the batch at a later time.
P – The user will be presented with the same warning screen as the A setting but if the user answers Yes, he or she will be asked to enter a password to proceed.
If the user answers No to the "Are You Finished Processing The Batch" prompt, and the "Allow Staging Batches to be Marked as Verified if Partially Selected" setting is set to P, the batch will be marked as Partially Verified.