Get documents about "RF PickPackShip
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- 9/26/2012
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Document Sample
RF Pick/Pack/Ship
Using Bar Code and Radio Frequency
to Pick & Stage Customer Orders
Jim Simunek, CPIM
Senior Business Consultant
Jim.Simunek@cistech.net
Overview
• Provides the ability to use RF Handheld devices to
pick and stage customer orders for shipment
• Transfers the inventory immediately from the
stock location to a staging location
• Option to print Pack List and Shipping Labels
when order is staged
• Full Inquiry capabilities from the RF device:
– Pick Lists
– Items
– Locations, Batch/Lot and Quantity on hand
Overview
• If the Carrier is UPS, Fed Ex or DHL no further
actions are required, programs will ship the
order, add tracking info and, if applicable, add
shipping charges
• Custom screens to ship CO’s (when Carrier not
UPS, Fed Ex or DHL)
– Uses XA Offline Shipping to create COM shipment
• Optional creation of Bill of Lading and/or
Invoice when order is shipped
Overview
• Will handle stock pick lists and discrete
allocations
– Transfers the discrete allocation from the stock
location to the stage location when the item is
staged
• Can pick using either single order or
consolidated pick lists
• Multiple employees can pick the same order
at the same time (different items)
Overview
• Item Number can be entered/scanned by
Item, Turnaround or UPC numbers
• Will handle ‘Kit Items’
– When RF comes to the Kit item, screen will change
to the Kit Item Pick List
– Must follow all XA rules concerning kits
• Full set of User Exits and API’s to allow for
customization without modification
Overview
• Office functions to:
– Assign pick lists to Employees
– Clear RF flags on items/pick lists
– Status orders being picked
– Status/ship staged orders
• Add Freight Charges
• Add Carrier Information
• Office Functions can be performed in either
Green Screen, Browser (R6) or PowerLink (R7)
Pre-Requisites
• Production Monitoring and Control (PM&C) is
required
– Uses Employee Master file to verify badge number
– Uses TRDATA & U-Jobs to process TW (Inter-
warehouse Transfer) transactions
• R6 (with COM Shipping Workbench) or R7
level of XA code
• Controlled Warehouse (multiple locations) in
IM
Features
• Control file to tailor the application
• Employee Master file to set default values
• Sales Transport Terms file to designate those
Terms codes that specify when freight charges
are billable to the customer
– Used by the automated shipping for UPS, Fed Ex
and DHL interfaces
• Warehouse Master file to designate valid
staging locations and a default stage location
Control File Options
• Containerize shipments? y/n
– If Yes, packs staged orders into containers
• Interface setting to UPS, Fed Ex & DHL
• Assignment of Pick Lists to employees
• Guided picking? y/n
– Guided picking displays the item to be picked
– Non-guided picking asks the employee to
scan/enter the item number to be picked
• Manager approval required for over or under
pick quantity? y/n
Control File Options
• Item or Location rescan/verify? y/n
• Item Substitutions while picking? y/n
• Use Item Balance Default Location? y/n
• Ignore unapproved inventory when displaying
available locations? y/n
• Provide warning or error if location will have a
negative on hand balance after picking the
inventory
• When inquiring, display locations in FIFO date
or on hand balance (ascending) sequence
Control File Options
• Print packing list at order verify? y/n
• Print shipping label at order verify? y/n
– Prompts for number of labels
– Separate feature to re-print labels
– Can be turned off for UPS, Fed Ex and DHL shipments
• Allow Carrier Information to be entered from the
RF Device? y/n
– Can be overridden by Employee
• Print Pack List, BOL and/or Invoice during
shipment? y/n
Control File Overview
• Special Charge code to be used if adding
freight/shipping charges to orders shipped via
UPS, Fed Ex or DHL
– Must be a valid Special Charge Code in XA
PPS Demo
Picking Process
8/09/08 10:46:29 • AfterEntering User ID and
Password, this is the screen that will
1. Pick/Verify be displayed
2. Ship Addr Labels
3. Serial# Maint. • Use Option #1 to begin the picking
process
• Use Option # 2 to Reprint a
9. RF Inv Trans shipping label
99. Signoff • Use Option #3 to review or correct
Option: Serial Numbers
• Use Option #9 to switch to IM
Transaction Entry
Picking Process
8/09/08 10:53:53 8/09/08 10:50:44
Pick Processing Pick Processing
Badge: 1
James Worthington Pick List:
Company: 01 -Or-
Warehouse: 1 Turnaround:
F2=Return F3=Exit
F3=Exit F5=View Pick Lists
Press the F5 key in either Pick List or
Turnaround to see a list of pick lists and select
the list to pick
Select Pick List
Pos to PL#
• Pick lists will display in
1=Select 6=Print sequence:
– Assigned to picker
S PL# Cust
1070 American – Pick list number
Ord 11148 St TX
1071 American
• Use ‘Pos to PL#’ to
Ord 11153 St TX position to a specific
1072 American
Ord 11154 St TX
pick list
1073 American • Key a ‘1’ next to the
Ord 11155 St TX
pick list to be picked
F2=Rtn RollUp/Dwn
Picking Process
View/Select Pick
List Items
8/09/08 11:09:41
Pick List 1078
• Press F5 in the
8/09/08 11:15:19
‘Item’, Pick List 1078
‘Turnaround’ or
Item
‘UPC’ field to Enter "1" to Select
display a list of S Item / Picked
1000
Turnaround items on the .000
Pick List 1001
.000
UPC • If guided 1001
Picking, skips to .000
F2=Rtn F3=Exit ‘Enter Pick
F5=View PL Items Quantities’
Screen F2=Rtn
Picking Process
Pick List 1078 View Available
1000 Item & Desc. displayed Locations
PC, 166 MHZ, D
Staging Loc Available Locations
Enter Pick Quantities –
1000
Items Not Discretely PC, 166 MHZ, D
Reqd: 1.000
Picked: .000 Allocated Enter "1" to Select
Remain: 1.000 Sel Location
• F5 in ‘Location’ will
FG01
display a list of Avail: 367.000
Location
locations for the item BchLt: 1
Btch/Lot
Qty .000 • ‘Batch/Lot’ only
displays if item flagged FG01
for B/L # Avail: 395.000
F2=Rtn F3=Ext F4=Adj
BchLt: 2
F5=Avl F6=Ver • If using Discrete
Allocations, ‘Enter
Pick Quantities-Item F2=Rtn
Discretely Allocated’ RollUp/Dwn
appears. Cannot
change location
Picking Process
Enter Staging Location
8/09/08 11:30:56 • When the quantity for the
Pick List 1078
1000 first item has been
PC, 166 MHZ, D entered or confirmed,
operator is prompted to
Staging Location
SHIP enter staging location
• If a default location was
specified for the
warehouse, it will be
displayed here
F5=View Stg Info
Picking Process
Item Verification
• Once the items have been
Pick List 1078
1000
picked and staged, you will
PC, 166 MHZ, D be returned to the Item
Staging Loc SHIP
screen to verify the item &
Reqd: 1.000 quantity
Picked: 1.000
Remain: .000
• To change quantity or
location, press the F4 key to
Location
Btch/Lot
Adjust pick
Qty .000 • Press the F6 key to verify
F2=Rtn F3=Ext F4=Adj
the item and move on to the
F5=Avl F6=Ver next item
Serial Number
1002
PC, 266 MHZ, D
• If Control File is set for
Picked: 5.000 S/N and Item has S/N =
S# Count: 0
Yes, S/N screen will be
Pos
Warranty Dt: 80908 displayed
S#:
Enter "4" to Remove
• S/N can be entered
individually
(No Serial #s Exist) • Press F6 to add range of
S/N’s
F2=Rtn F6=Add Range
Serial Number
1002 • S/N’s, as they’re entered,
PC, 266 MHZ, D
Picked: 5.000
will be displayed
S# Count: 5 • Cannot have duplicate S/N
Pos for the item (either on this
Warranty Dt: 80908
S#:
pick or on previous picks)
Enter "4" to Remove • Use option #4 next to S/N to
SDF6534SDFGY remove a S/N
14351454543
2345234634
23456324667
F2=Rtn F6=Add Range
RollUp/Dwn
Serial Number Range
1002 • Enter/scan beginning S/N
PC, 266 MHZ, D
Picked: 5.000 • Enter number of S/N’s to
S# Count: 5 generate and number to
increment by
Starting Serial#:
• S/N must be all numeric
characters for Range
Number to Generate:
1
• Will be returned to the
previous screen with the list
Increment: 1 of S/N’s displayed
Warranty Dt: 80908
F2=Rtn
Picking Process - Kits
2/26/07 16:28:11
• If an item on a pick list is a kit, then you
Pick List 323
will be switched to the Kit Component Pick
List to pick the components of the Kit
Kit Component • Use the F5 key to see the unpicked
Item: components of the kit
• When picking components of a kit, the
quantity picked of the first component will
be the base for checking the quantity
picked for the other components (i.e. you
F2=Rtn F3=Exit cannot ship a ‘partial’ kit)
F5=View PL Items
Picking Process - Kits
Pick List 322
1050 • After all kit items have
KIT, ACCESSORI been picked, you will be
Kit 1050 SHIP
returned to the original
pick list and asked to
Reqd: 5.000
Picked: .000 confirm the quantity of
Remain: 5.000 the kit
• Enter the quantity and
press the F6 key to verify
Qty .000 the item & quantity
F2=Rtn F3=Ext F4=Adj
F5=Avail F6=Verify
Picking Process
Verify Pick List
Pick List 326
• Screen appears when all
items are completed on
Enter "1" to Select Pick List
Sel Item • Key a ‘1’ next to an item
AA1455300430 to review/change the pick
Reqd: 1.000 quantity
Picked: 1.000 • Press F6 to complete pick
101SA process for this pick list
Reqd: 1.000 • If Control File set for
Picked: 1.000 printing Pack Lists,
pressing F6 will cause the
packing list to be printed.
– Pack List will say ‘Pro
Forma’ but it will only
display items picked
F3=Exit F6=Verify
Carrier Information
Carrier Information • If Control File and Employee
Pick List 1079 Master was set up to enter
Carrier: Carrier information the screen to
ROADWAY the left will be displayed
ROADWAY
• ‘F4- Prompt’ in Carrier ID field will
ProBill:
display a list a valid carriers
Truck: • Manually enter Pro, Truck and
Trailer numbers
Trailer: • Special Instructions from the
order will be displayed and can
Instr's: be manually entered
Palletize • Press the ‘Enter’ key to continue
to the screen on the next slide
F2=Return F4=Prompt
Carrier Information
Carrier Information • Number of Containers
Pick List 1079
(boxes, pallets, etc.) can be
Ctns: 0 entered
• Calculated weight/volume
Weight: .000
LB 50.000
will be displayed (if weight
and volume was entered in
Volume: .000 the Item Master/Revision)
CF 15.000
• Actual weight/volume can
Pack By: be entered
James Worthington • Employee name (from
Employee Master) will be
F2=Return
displayed
Shipping Label Print
8/09/08 12:38:53
Ship Addr Label Print Labels
Pick List 317 • Upon F6 Verify, labels
Carrier Roadway screen appears (if labels
selected in RF controls).
• Labels can be routed to a
# Labels to Print
specific printer via XA
Report Overrides
1
• Carrier ID from CO will be
displayed
• If Labels were turned off for
UPS, Fed Ex or DHL then
this screen will not be
F2=Return displayed
Print Labels
8/09/08 10:46:29 additional labels are required,
• If
Option #2 will allow labels to be
1. Pick/Verify printed and/or re-printed
2. Ship Addr Labels
3. Serial# Maint. • Use Option # 2 to Reprint a
shipping label
• Use Option #3 to review or correct
9. RF Inv Trans Serial Numbers
99. Signoff
Option: 2
Re-print Shipping Label
8/09/08 14:12:07 • After entering Employee
Ship Addr Label
Pick List 1079
Number and Pick List
Carrier ROADWAY Number the screen to the
left will be displayed
# Labels to Print
• Enter the number of labels
to be printed for the pick list
1
F2=Return
S/N Maintenance
8/09/08 10:46:29 • AfterEntering User ID and
Password, this is the screen that will
1. Pick/Verify be displayed
2. Ship Addr Labels
3. Serial# Maint. • Use Option #1 to begin the picking
process
• Use Option # 2 to Reprint a
9. RF Inv Trans shipping label
99. Signoff • Use Option #3 to review or correct
Option: 3 Serial Numbers
• Use Option #9 to switch to IM
Transaction Entry
S/N Maintenance
1002
PC, 266 MHZ, D
• After entering the
Picked: 5.000 Employee Number, Pick
S# Count: 5 List Number and Item
Pos
Warranty Dt: 80908 Number, the screen on
S#: the left will be displayed
Enter "4" to Remove
SDF6534SDFGY • Number of S/N’s cannot
135143251 exceed the quantity of
14351454543
2345234634 the item picked
F2=Rtn F6=Add Range
• Enter ‘4’ next to any S/N
RollUp/Dwn to delete that number
Picking Process - Summary
• Picking is done by pick list
– Multiple pickers can work on the same pick list at the same time
– Only 1 picker per item
• Settings in the Control File will determine the content of
the screens
– Containerization
– Guided Picking
– Scan to Verify (guided picking only)
• Picking creates a large number of transactions. The COM
Transaction Register (option #12 from the Pick/Pack/Ship
menu) will limit the job logs for the RF devices
• Use PM&C Select & Edit and Process Transactions to clear
the PM&C files
PPS Demo
Office Processing Introduction
• Use Office Processing Screens to:
– Assign pick lists to specific Employees
– Determine status of pick list
– Clear RF flags for pick list (if RF device loses signal)
– Ship Orders (non-containerized)
– See who picked an order
– Determine which orders are ready for shipping
• From the COM, Pick/Pack/Ship Orders menu, option
#20 has been added ‘RF Pick/Pack/Ship Office’
Processing Menu:
Office Processing
Or Use PowerLink…
Assign Pick Lists
• Pick Lists can be assigned to Employees
• Removes the need for printing a ‘hard copy’ of
the pick list
• Multiple Employees can be assigned to the
same pick list
• Priority Code can be assigned to pick so that
pick will appear at the top of the list
• When the Employee presses F5 to display pick
lists (on the RF Gun), lists that have been
assigned to them will be displayed first
Assign Pick Screen
• Key ‘1’ next to the
pick list and press
Enter, window will
appear to assign by
badge number
• Use ‘F17 – Subset’
to limit the number
of lists displayed
• Use ‘F7 – By Badge’
to switch to
Employee Number
sequence and
assign priorities
Assign using PowerLink
Pick Status Review
QPADEV000W RF Pick Status Review Unverified 9/21/06 • Verify Status:
SFCTL01 13:53:25
Company: 01 ABC, COMPANY
– ‘U’ In use at RF
Warehouse: 1 HI-TECH COMPANY - MAIN WHSE Position to Pick List:
Type Selection, Press Enter. 1=Select 4=Remove from RF – ‘C’ Pick Completed but Pick
Opt Pick# Customer Customer Name Order Required Picked Status List not Verified
2604 701 Walmart 12007 108.000 .000
2605 701 Walmart 12008 20.000 .000 – ‘F’ signifies that there are
2606 701 Walmart 12009 30.000 28.000 C
2607 701 Walmart 12010 10.000 9.000 unapplied freight charges
2608 701 Walmart 12011 1500.000 .000
2609 701 Walmart 12012 40.000 .000 that are available to be
applied
• View Item Detail on Pick List
and then from there
Bottom
F3=Exit F5=Refresh F7=Unverified/Verified F12=Previous
Location detail
• Remove Pick List from RF if
not in use & all items have
zero picked
• Use the F7 key to switch
between Verified and Un-
verified pick lists
Review/Ship Order
Pick Status Review
• When you enter a
‘1’ next to a pick list,
the items, their status
and who verified the
pick list details are
displayed
Pick Status Review
• Use ‘L’ next to an
item to see the
location
• Use a ‘C’ next to
a kit to see the
components of the
kit
Create Shipment • Available only if not
containerizing
• Total Quantity picked will
show in red if not a match
to required
• Pick List must still be valid in
XA
• If shipment creation fails in
XA an ‘E’ appears in ‘ERR’
column
• Use ‘F17 – Subset’ to limit
the number of lists
displayed
• Key ‘1’ next to the pick list
If using UPS, Fed Ex or DHL interfaces, there is no need to be invoiced and the
to use this screen for orders shipped on those carriers. following screen will be
Program will ship orders and add freight charges and displayed:
tracking numbers
Create Shipments
• Items on the pick list
are displayed prior to
invoicing
• Use the F7 key to enter
Carrier information:
o Tracking number
o Number of cartons
• Use the F8 key to
manually add a special
charge (freight)
• Use the F9 key to Create
the Shipment
• Options to display
Errors, Locations, Serial
Numbers and Kit Items
Create Shipments
Create Shipment Carrier Information
• Screen is optional, but if used
Carrier must be valid in XA (F4 –
Prompt is available to display
list)
• Pro, Truck & Trailer Number can
be entered
Create Shipment
Add Special Charges:
• If F8 from the
previous screen is
pressed, screen to
the left is displayed
• Can only add 1
special charge to a
shipment
• Special Charge
must exist in the
Special Charge
Master file in XA
• Use F4 Prompt to
display valid codes
Create Shipment
• When order is ready
to be shipped, press
the F9 key to ship
order
• Shipment will be
sent to XA Offline
Shipment files
• SA (Sales Shipment)
transactions in IM
will be created
• If shipment fails, ‘E’
will be displayed in
‘ERR’ column
• If shipment
succeeds, shipment
number will be
displayed
Create Shipment
Clear RF Flags
• If the signal between the
antenna and the RF device is
lost (gun turned off, dead
zone in warehouse, power
outage, etc) the RF flags will
need to cleared so that the
pick list can be used by the
device
• Use this menu option to
enter the pick list number to
clear the RF flags
Clear RF Flags
• Put an ‘X’ next to any
item that needs to have
it’s flags cleared and
press the F7 key to clear
the flags
• Special care should be
taken when using this
menu option, since
unpredictable results will
occur if flags are cleared
when not appropriate.
Authority to this menu
option should be given
only to specific personnel.
Process Unshipped Items
• This menu option is only used if
Containerizing shipments
• Since you cannot pack a zero quantity into a
container, this program is necessary to create
a full backorder for an unshipped item when
other items on the order have been packed &
shipped
• This is required to get a second pick list for the
backordered items
Office Functions Summary
• Use green screen, Browser (R6) or PowerLink
(R7) to:
– Assign Pick Lists to Employees
– Review verified and unverified pick lists
– Ship verified pick lists
• Add carrier information
• Add freight charges
– Clear RF flags
Conclusion
• RF Pick/Pack/Ship is a fully documented, easily
implemented application
• Control file determines functions to be used
which will impact the data fields displayed on
screens
• Use pick lists to see a list of items or use
guided picking if you don’t want a hard copy
document in the picker’s hand
• Use Office Functions to status and ship the
orders
For More Information
• Ben McCormick
– Ben.McCormick@cistech.net
– (704) 841-0016
• Bob Kane
– Bob.Kane@cistech.net
– (856) 985-1331
