Sage Accpac WMS Overview - … · KIT PACK RECV. ABOUT OPTIONAL SOFTWARE MODULES VII ... 3 OVERVIEW OF SAGE ACCPAC WMS Among the many Sage Accpac WMS features you may use to automate

Overview-TTL.doc, printed on 9/28/2005, at 3:07:00 PM.SAGE ACCPAC SAGE PRO

Warehouse Management System

Overview of Sage Accpac WMS

ACCPAC International, Inc. Confidential

Upd TTL.doc, printed on 9/28/2005, at 3:04:34 PM. Last saved on 9/28/2005 3:04:00 PM.
©2005 Sage Accpac International, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service names are registered trademarks or trademarks of Sage Accpac International, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. Sage Accpac International, Inc. Publisher No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without written consent of Sage Accpac International, Inc. Use of the software programs described herein and this documentation is subject to the
ACCPAC International, Inc. Confidential

Sage Software License Agreement enclosed in the software package.

O V E R V I E W O F S A G E A C C P A C W M S

TABLE OF CONTENTS

ABOUT THIS DOCUMENTAudience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vAbout Optional Software Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viGetting Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiiDocument Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

CHAPTER 1INTRODUCTION TO SAGE ACCPAC WMSWhat is Sage Accpac WMS? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Sage Accpac WMS User Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Integration with External Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Understanding the System Interaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Network Layout, Users and Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

CHAPTER 2UNDERSTANDING SAGE ACCPAC WMS CONCEPTSKey Warehouse Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Key Warehouse Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

CHAPTER 3UNDERSTANDING SAGE ACCPAC WMS PROCESSES The Warehouse Process Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Warehouse Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Receiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

I I I


Putaway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Replenishment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Re-Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Kitting & Packaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Waving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Picking & Packing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Label and Document Printing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Warehouse/Site Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Inventory Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Warehouse & Product Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

CHAPTER 4GLOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

I V


ABOUT THIS DOCUMENT

This manual provides conceptual information for Sage Accpac WMS applications, including RF handheld and Web Dispatch functions. It describes the different warehouse processes that are accomplished by each application, and how they are related. This manual provides the background information necessary for using the other procedural manuals in the Sage Accpac WMS documentation set.

AUDIENCE

This document is intended for the following readers:

• Sage Accpac partners and resellers, and warehouse system administrators or IT managers, who need to understand Sage Accpac WMS functions for the purposes of system installation, setup, and ongoing configuration.

• Warehouse supervisors or managers, who need to understand Sage Accpac WMS functions for the purposes of administering the warehouse, or for training handheld users on warehouse-specific procedures.

This manual assumes some familiarity with basic warehousing concepts, but not necessarily with concepts or terminology that are specific to warehouse management systems (WMS) or to Sage Accpac WMS.

A U D I E N C E V


ABOUT OPTIONAL SOFTWARE MODULES

Sage Accpac WMS is shipped and licensed as a modular product. This means that the version of Sage Accpac WMS that you are using may not include all of the features described in this document. The Sage Accpac WMS documentation set is based on the core modules, plus the Order Management and Web Dispatch modules. Wherever optional features are discussed that are not included in the core, Order Management, or Web Dispatch modules of Sage Accpac WMS, an icon indicates the relevant module which you must purchase to be able to use this feature. If your system does not include that module, you can easily skip over the material that does not apply to your implementation. The following table lists the optional modules that are documented, and the icons that represent each module.

Icon Module

Multi-Location/Site Transfer

Multi-Zone

Multi-Company/Third-Party Logistics

Lots/Serials/Expiry

Kitting

Packaging

Container Receiving

LOC

ZONE

3PL

ATT

KIT

PACK

RECV

V I C H A P T E R A B O U T T H I S D O C U M E N T


Putaway/Slotting/Cube/Weight

Advance/Min-Max Replenishment

Web Order Entry

Integrated Shipping/End-of-Line Settings

Returned Materials Authorizations

Demand Forecasting

Vendor Portal and Cross Docking

RFID

Carousel/Conveyor

Icon Module

PUT

REPLEN

O/E

SHIP

RMA

FCAST

VPCD

RFID

CA/CO

A B O U T O P T I O N A L S O F T W A R E M O D U L E S V I I


GETTING ADDITIONAL INFORMATION

The following manuals contain additional information about Sage Accpac WMS components:

Using Web Dispatch

Using Sage Accpac WMS Handheld Functions

V I I I C H A P T E R A B O U T T H I S D O C U M E N T


DOCUMENT CONVENTIONS

The following formatting conventions are used throughout this document:

Convention Explanation

Initial Caps Indicates the name of a Sage Accpac WMS function.

Example:

The cartons are sent to the shipping area and, optionally, weighed and scanned with the Carton Shipping function.

ALL CAPS Indicates a Sage Accpac WMS system name, such as a bin location or an order or carton status.

Example:

The order is in the status of SUSPENDED and cannot be processed further until it is released.

italics Indicates a newly introduced term, emphasis, or a manual title.

Example:

It cannot be further processed until the dispatcher unsuspends it.

> Indicates the start of a procedure.

Example:

> To start picking an order:

D O C U M E N T C O N V E N T I O N S I X


X C H A P T E R A B O U T T H I S D O C U M E N T


1 INTRODUCTION TO SAGE ACCPAC WMS

This chapter provides an overview of the entire Sage Accpac WMS system, its place within an integrated inventory management system, its different user interfaces, and the warehouse roles and functions it helps to automate within your organization.

WHAT IS SAGE ACCPAC WMS?

Sage Accpac WMS is a software application that tracks the flow of goods through your distribution centre and automates the in-warehouse segment of the order-fulfillment process. By integrating PC, Internet, barcode, and radio frequency (RF) technologies, Sage Accpac WMS maintains up-to-the-minute warehouse inventory records, and reports on the real-time status of orders, products, and processes, to any member of the organization with access to a PC and a Web browser.

Sage Accpac WMS provides the inventory-control component of a fully automated warehouse management system (WMS), which normally includes order-entry, accounting, customer relationship, and supply chain management functionality delivered by a separate packaged application. Sage Accpac WMS also acts as the intermediary between the financial system and a third-party shipping system that manages shipping processes and interactions with external logistics partners, such as couriers, postal systems, trucking providers, or other carriers.

W H A T I S S A G E A C C P A C W M S ? 1


Using RF handheld devices equipped with barcode scanners, warehouse staff record each movement of stock through the warehouse, from the moment the products arrive on the receiving dock from a supplier, to the moment they leave the shipping dock to travel to their final customer destination.

Finally, Sage Accpac WMS can integrate with various types of hardware used in the warehouse to assist in materials handling, such as scales, cubing machines, keyboard scanners, barcode label printers, laser printers, touch screens, conveyor belts, carousels, and so on.

Order data

FinancialSystem

IntegratedShippingSystem

Shipment data

Order Entry Warehouse processing

Shipping

Shipping costs,carriers, and

shipment data

Receipt & pickconfirmations,

inventoryadjustments

Customers & Suppliers

Shipping carriers

Shipping cartonsReceiving/Putaway

PackagingBulk storage Pick binsReplenishment/Transit

PRODUCT

PRODUCT

PRODUCT

PRODUCT

PRODUCT

PRODUCT

2 C H A P T E R 1 I N T R O D U C T I O N T O S A G E A C C P A C W M S


Among the many Sage Accpac WMS features you may use to automate your warehouse activities, here is a brief list of some of the major, day-to-day tasks that Sage Accpac WMS helps you perform more efficiently:

Locating specific products in the warehouse at any time—Every time you move stock to a new location in the warehouse, or even to a different warehouse site within the WMS — whether it’s a receiving dock, a forklift, a storage bin, a shipping container, or even if the item is in transit to another site — you record its current whereabouts in Sage Accpac WMS, so products are always easily traceable.

Selecting orders to process by priority—A warehouse manager or supervisor uses Sage Accpac WMS’s Web-based tool for automatically sorting, filtering, and selecting high-priority orders according to pre-defined business criteria — without the need to examine the details of the orders themselves.

Managing workloads and staff assignments—Using Sage Accpac WMS’s Web-based tools to release orders to the warehouse floor for processing, a warehouse manager can easily group together orders for the most efficient processing — taking into account the warehouse’s layout and staff available — by selecting the picking zones, and the number of orders, lines, and units to be processed in each batch.

Receiving and picking products for several orders at the same time—Sage Accpac WMS knows exactly which products are on which purchase orders and sales orders, so a single user can accurately process inventory for many vendors or customers at the same time, without the need for several trips around the warehouse for each order.

Sharing receiving and picking duties for a single order among several staff members— Sage Accpac WMS knows exactly which lines have already been processed for sales and purchase orders, so different staff members can restart the same receiving or picking process from the exact point where it was left off, or even simultaneously process order lines in distant areas in the warehouse.

W H A T I S S A G E A C C P A C W M S ? 3


Rotating stock at exactly the right time—You only need to receive or replenish stock when Sage Accpac WMS tells you that products are running short or are needed immediately to fill sales orders. In this way, the volumes of stock stored in pick bins are maintained at optimal levels: not too low to prevent current orders from being filled, nor too high to cause physical overflow.

Printing labels and other documents automatically—Sage Accpac WMS can be configured to print labels and other documents at specific points in a given process, so you don’t have to ask for them manually.

Processing shipments automatically—Sage Accpac WMS can be fully integrated with an automated shipping system, so that shipment costs and details are automatically reported to the accounting system, with no need for manual intervention.

Gathering historical and statistical data—Managers can use Sage Accpac WMS’s reporting facilities to monitor and analyze current and historical capacity trends in the warehouse, and to plan more efficient inventory and storage retrieval strategies for the future.



SYSTEM OVERVIEW

This section discusses the different elements of Sage Accpac WMS, the external applications with which it interacts, and the network environment in which Sage Accpac WMS and its users operate.

SAGE ACCPAC WMS USER INTERFACES

From the user’s perspective, the Sage Accpac WMS user interface consists of the following elements:

• “RF Terminals” on page 6.

• “Barcode Printers” on page 7

• “Web Dispatch” on page 8

• “Sage Accpac WMS (RFBase) Console” on page 9.

Note: The actual menus, options, and functions that are available in the handheld and Web Dispatch interfaces will vary from warehouse to warehouse, according to the configuration for each implementation, and from user to user, according to the permissions granted to each user.

S Y S T E M O V E R V I E W 5


RF TERMINALS

Radio Frequency (RF) provides highly accurate, paperless, real-time operations, which run via Telnet sessions on RF handheld devices or on PCs. RF terminals are used by warehouse staff for all warehousing operations such as receiving, picking, printing labels and so on.

Sage Accpac WMS on a Windows PC running Telnet client

Sage Accpac WMS Web Workstation running in a web browser

Sage Accpac WMS on an Intermec RF handheld device.



For more information about RF/Telnet functions, see the companion manual “Using Sage Accpac WMS Handheld Functions”.

BARCODE PRINTERS

Sage Accpac WMS supports up to 24 barcode printers, facilitating bin, product and license plate labelling, shipping labels and pickslips.



WEB DISPATCH

This is the Web-based user interface for Sage Accpac WMS, accessed with Internet Explorer from any client PC. It is typically used by a warehouse manager to control order processing in the warehouse, to monitor daily warehouse operations in real time, and to generate historical reports. In addition, Web-Dispatch provides access to the administrative functions, which are used to configure and troubleshoot Sage Accpac WMS.

Web Dispatch may also be used by sales or customer service agents who want to check the status of orders or inventory.

For more information about Web Dispatch, see the companion manual “Using Web Dispatch”.



SAGE ACCPAC WMS (RFBASE) CONSOLE

The Sage Accpac WMS Console is the user interface for the RFBase executable program that is installed on a network server and controls Sage Accpac WMS functions. The console is typically used by an IT manager or system administrator for maintenance and troubleshooting functions.

RFBase also provides access to the Setup program, which is used to configure the system initially. After the warehouse has gone into production, if any changes to the system need to be made, such as adding new hardware, new users, and so on, this can also be done through the console (as an alternative to using other tools in the web-based interface to make these changes).



Finally, the console also provides an interface that can be used as a virtual RF handheld for performing and monitoring warehouse functions in real time.

INTEGRATION WITH EXTERNAL SYSTEMS

Sage Accpac WMS also interfaces with the following applications in a fully integrated automated warehouse management system:

• An accounting/inventory management application, such as SAP® Business One, ACCPAC®, Microsoft® Great Plains, Axapta, Navision, Solomon, or Best MAS 90/200/500, etc., and, for some of these systems, third-party interface software that provides seam-less integration with Sage Accpac WMS. These host systems are used to enter purchase, sales, and kitting work orders. The order data is downloaded to Sage Accpac WMS, which takes over all in-warehouse automation. When processing is complete in the warehouse, data is uploaded back to the host system, so that its inventory is updated accordingly.

• A shipping application, such as vSync vShip, ClipperShip®, UPS Worldship, FedEx, Starship, etc. When sales orders are picked, one of these applications reads package information from the Sage Accpac WMS database, and rates and manifests shipments. Track-trace numbers, consolidation numbers, final shipping costs, and carriers — if rate “shopping” is enabled — are written to the Sage Accpac WMS database, and this information is uploaded to the host system.

• Crystal Reports®. Sage Accpac WMS interfaces with Crystal Reports template files to automatically print paper documents, such as pick tickets, packing slips, invoices, bills of lading, customer manifests, and other shipping documentation. Crystal Reports is also used to generate special, customized reports viewable from Web Dispatch Report screens.

• Carousels and other automated material handling systems, from manufacturers such as Rimstar and White.

Sage Accpac WMS on the RFBase Console.

1 0 C H A P T E R 1 I N T R O D U C T I O N T O S A G E A C C P A C W M S


UNDERSTANDING THE SYSTEM INTERACTIONFor advanced users that need a greater understanding of Sage Accpac WMS, the following figure summarizes the interactions between Sage Accpac WMS, the host system, and an integrated shipping system. Each process is described below the figure and includes a description of the type of records transferred between the various systems.

Product Data UpdatesVendor Availability (VA) records

1

Host System -Accounting/

Inventory/SCM/ERP etc.

IntegratedShippingSystem

MiscellaneousAdjustment (MT) record

Physical InventoryControl

Purchase Order Issue

Receipt Confirmation (RC) record

Receiving

Pick Confirmation (PC) record

Sales Order Issue

Kit Assembly

Inventory AdjustmentComputer Adjustment (CA) record

Work Order IssuePick Work (PW) record

Pick Head (PH) and PickDetail (PD) records

Addressee, cartontrack & trace data

Rate Shopping,Cost Calculation

Shipping, carrier, and cost data

Receive Head (RH) andReceive Detail (RD) records

Stock Count (SC) recordFull Physical

Inventory Count

Miscellaneous Adjustment (MT) record

Picking &Packing

2

3

4

6

7

8

Pick Confirmation (PC) record

MiscellaneousAdjustment (MT) record

PackagingAssembly

5

S Y S T E M O V E R V I E W 1 1


1. Product, customer, and vendor data are downloaded from the host system to Sage Accpac WMS in Vendor Availability (VA) records.

2. Purchase orders are entered through the host system and downloaded to Sage Accpac WMS in Receive Head (RH) and Receive Detail (RD) records. When products are fully received and the purchase orders ‘closed’, Receipt Confirmation (RC) records are uploaded to the host. The host system’s inventory is increased accordingly. Note that some warehouses may also allow inventory for which there is no purchase order to be received. In these cases, a PO may be created on-the-fly by Sage Accpac WMS and uploaded to the host system as a Miscellaneous Adjustment (MT) record. The purchase order process flow is described in “Receiving” on page 41.

3. When full inventory counts are performed in Sage Accpac WMS on a periodic basis (normally once a year), Stock Count (SC) records are uploaded to the host system and the accounting system’s inventory is updated accordingly. Inventory counting in Sage Accpac WMS is described in “Inventory Control” on page 87.

4. When physical inventory is updated in the warehouse in Sage Accpac WMS, through cycle counting, returned merchandise, or other physical inventory management functions, Miscellaneous Adjustment (MT) records are uploaded to the host system.The host system’s inventory is increased or decreased accordingly. Inventory control processes in Sage Accpac WMS are described in “Inventory Control” on page 87.

5. For warehouses that use Sage Accpac WMS’s packaging functionality, when a packaging order is completed, Miscellaneous Adjustment (MT) records are uploaded to the host system, which deplete the inventory of the items in their original packsizes and increase the inventory of the items in their new packsizes. Packaging processes are described in “Kitting & Packaging” on page 58.

6. Occasionally, the accounting system may need to update Sage Accpac WMS’s inventory. In this case, Computer Adjustment (CA) records are downloaded from the host to increase or decrease Sage Accpac WMS’s inventory.

PACK



7. For warehouses that build kits, work orders are entered in the host system and are downloaded to Sage Accpac WMS in Pick Work (PW) records. Alternatively, work orders may be created on the handheld. Explode-on-download (also called kit-on-the-fly) orders are automatically converted to sales orders. Build-to-order orders are automatically split into a work order and corresponding sales order.

When build-to-stock orders are completed, Sage Accpac WMS uploads Miscellaneous Adjustment (MT) records that deplete the inventory of the items used to build the kits and increase the inventory of the items built.

When build-to-order orders are complete, Pick Confirmation (PC) records are uploaded, confirming the quantities picked and shipped. Order types and kitting processes are described in “Kit” on page 26 and “Kitting & Packaging” on page 58.

8. Sales orders are entered through the host system and downloaded to Sage Accpac WMS in Pick Head (PH) and Pick Detail (PD) records. Pick Confirmation (PC) records are uploaded from Sage Accpac WMS to the host system.The upload can occur at various points in the picking/packing/shipping processes in the warehouse, depending on the shipping system and carrier required for the order, and the Sage Accpac WMS configuration. The sales order process flow is described in various sections of “The Warehouse Process Cycle” in Chapter 3, “Understanding Sage Accpac WMS Processes”.

For detailed information on Sage Accpac WMS and host system data interchanges, see the document Host Interchange Transactions available at http://002.radiobeacon.com/resources/Documents and Files//Host/Accounting System Connectivity/host_interchange_transactions.pdf.

NETWORK LAYOUT, USERS AND FUNCTIONS

The diagram that follows provides an overview of the entire Sage Accpac WMS network, locating the hardware and software user interfaces and their users in physical terms in a simplified warehouse layout. Following the diagram is a description of the different user roles and the functions they typically perform with the different user interfaces.

KIT



Laser Printer

Label Printer

Label Printer

Label Printer

Label Printer

W eb D ispatch

RFBase, Console

W eb D ispatch

Label Printer

Receiving areaShipping areaCom puter room

Custom er Service Office Kitting or packaging work areaDispatch station

Shipping System

Storage area

Host system

Scale

1

2 3

4

6

5

7

8

RF Access Point

RF Access Point

RF Access Point

RF Access Point

Laser Printer

RADIO BEACON W M SServer



1. The Sage Accpac WMS server may be either physically present in the warehouse or, in a multi-building implementation, off-site. They typically reside in a computer room, where installers, network administrators, or IT managers access RFBase for ongoing warehouse maintenance functions, such as adding new users, running full inventory counts, and so on.

2. In a corporate office, customer service representatives may access Web Dispatch through the Internet Explorer Web browser to get up-to-the-minute status reports on orders.

3. A warehouse manager accesses the Web Dispatch interface through Internet Explorer, to manage orders, distribute picking assignments to warehouse employees, monitor and report on current or historical warehouse performance, print picking/shipping labels on a label printer, and perform other functions. The warehouse manager may also need access to the Sage Accpac WMS servers for system startup and shutdown, monitoring handheld usage in the warehouse, and even using the RFBase console to perform handheld functions.

4. In the receiving area, receivers and putaway drivers use handhelds to perform their respective functions, and to print product labels on a label printer.

5. In warehouses that assemble kits or repackage products, kitters use handhelds when moving materials from storage areas to work areas, building kits or repackaging items, and returning unused materials to storage.

6. In the storage area, pickers, packers, replenishers, and cycle counters use handhelds to perform their respective functions, and to print bin, product, and picking/shipping labels on a label printer. Sage Accpac WMS’s Crystal Reports server may automatically print Crystal Reports paper packslips, invoices or other paper documents on laser printers located in picking and packing areas.

KIT



7. In the shipping area, shippers use handhelds, or possibly a PC or touchscreen device running the RF/Telnet console, to weigh cartons, assign cartons to pallets, and to print shipping labels on a label printer. Sage Accpac WMS’s shipping server may pass weights and carton information to an integrated shipping system, which then returns rating and cost information. Alternatively, shippers weigh and check in shipments with the shipping system, and then manually record the information in Sage Accpac WMS. Depending on the system configuration, Sage Accpac WMS’s Crystal Reports server may automatically print Crystal Reports paper packslips, invoices or other paper documents on laser printers located in the shipping area.

8. A warehouse manager, supervisor, or lead operator may use a handheld to access warehouse and product maintenance handheld functions, such as deleting bins, entering sales or kit orders, and modifying product information.



2 UNDERSTANDING SAGE ACCPAC WMS CONCEPTS

This chapter introduces important warehouse concepts and terms that are specific to Sage Accpac WMS. These concepts underlie all of the topics and procedures described in the other user manuals in the Sage Accpac WMS documentation set.

KEY WAREHOUSE CONCEPTS

This section defines concepts and terms that pertain to the physical or logical setup of your warehouse, and that affect the processes you use in your Sage Accpac WMS implementation.

LOCATION

A location is a physical building or depot, usually identified by its geographical area. For example, one company may have three distribution centres, one in New Jersey, one in California, and one in Texas; if a single Sage Accpac WMS instance controls the hardware and processes of all the sites, each site is configured as a different location. Storage bins (see “Bin/Bin Type” on page 22) are assigned to each of the locations, and orders are picked and shipped according to location.

LOC

K E Y W A R E H O U S E C O N C E P T S 1 7


Handheld and Web Dispatch users may be associated with locations as follows:

• A user may be associated with no specific location, which means s/he can view and handle products and orders for all locations. Typically users who can manage multiple locations are warehouse supervisors or managers.

• A user may be associated with a single location only, which means s/he can only view and handle products for the location to which s/he is assigned. Most warehouse staff are assigned to a single location.

If your operation is multi-company or third-party logistics, companies/clients may also be associated with specific locations (see “Client/Company” on page 19).

A location is identified by a user-defined name.

Note: The term “location” is also used throughout Sage Accpac WMS in a non-specific way, to refer to any physical area in a warehouse, such as a storage bin, or a virtual system-defined area (see “Bin/Bin Type” on page 22).

WAREHOUSE

A warehouse is a logical entity used by some accounting/inventory systems to represent a location from which goods may be picked and shipped. A warehouse may or may not correspond to a physical location, and may even be a virtual entity. In these systems, storage bins may be assigned to different warehouses according to whether goods may actually be allocated and picked from those bins.

A warehouse is identified by a one- or two-digit code defined by the accounting system.

Sage Accpac WMS provides warehouse transfer functionality, which lets you request that product(s) be transferred from one warehouse site to another warehouse site, via a transit warehouse. See “Warehouse/Site Transfer” on page 28.

3PL

LOC

1 8 C H A P T E R 2 S A G E A C C P A C W M S C O N C E P T S


ZONE

A zone is an area within a physical location where inventory is stored. A zone serves to organize stock and warehouse staff workloads. A zone can consist of physical bins where stock is stored until it is moved out of the warehouse; or it can be a staging area, such as a receiving area, where stock is placed temporarily until it can be moved to appropriate longer-term storage bins, or a cross-docking area where stock is received and immediately shipped out to fulfill waiting orders, without the need for storage.

A location must consist of at least one, and, if your system supports multiple zones, up to 26 zones. A single zone may be spread across several locations; that is, you may have a zone C in your Texas location and a zone C in your Arizona location. Each zone is identified by a letter of the alphabet, from A to Z, or by a number from 0 to 9. The required zone defaults to A.

Label printers may be assigned to zones, and although handheld users are not formally assigned to zones in the system, they may be procedurally assigned to working in specific zones by warehouse policy, since many warehouse functions are actually performed according to zones. If your operation is multi-company or third-party logistics, companies/clients may also be associated with specific bin zones (see “Client/Company” below).

CLIENT/COMPANY

Client and company are interchangeable concepts, and choosing one term over another simply depends on the kind of environment in which you are operating; that is, whether your distribution centre is a single company, multi-company, or third-party logistics (3PL) provider. In all cases, a client or company is defined as the owner of products.

In a multi-company or 3PL environment, locations and bins may be assigned to different clients, so that their products are stored in separate areas. Web Dispatch users may be associated with clients/companies as follows:

• A user is associated with no specific client, which means s/he can view and manage orders and reports for all clients/companies, or can select the client/company whose data s/he wants to view.

• A user is associated with a single client/company only, which means s/he can only view and manage orders and reports for the client to which s/he is assigned.

LOC

ZONE

3PL

3PL



By contrast, handheld users can handle products for all clients/companies, and are prompted in various functions to specify the client whose stock they want to process.

A client/company is identified by name or number and, optionally, by a seven-digit manufacturing ID.

CUSTOMER/VENDOR

To refer to the consumer of products, we use the term customer. To refer to the supplier of products, we use the term vendor.

Customers and vendors are identified by name and number.

STORE

While a location represents a building or depot that belongs to your company, a store refers to a particular physical location belonging to a customer. You may ship orders to multiple stores for a single customer, such as a retail chain with more than one outlet. In the Web Dispatch, the store to which an order is to be shipped is indicated in the Mark For area of the Packslip (see Chapter 1, “Understanding Sage ACCPAC WMS Concepts” in the manual Using Web Dispatch).

PACKSIZE

Note: A packsize is defined as the number of counting units in a saleable/shippable package. Sage Accpac WMS supports up to five different default or formal packsizes, as well as an infinite number of additional packsizes. The default sizes are defined by the accounting system when product records are downloaded to Sage Accpac WMS, or by a supervisor via the handheld (see “Warehouse & Product Maintenance” on page 87). If a product uses serial numbers, the system will always assume a packsize of 1 for it, regardless of how packsizes are configured.

In some warehouses, where small products may be grouped into multiple levels of packaging, complex packsizes may also be defined. In these scenarios, a packsize consists of its quantity in inner, middle, and outer packs.

ATT



Packsizes are assigned to bin types, and are used in all warehouse functions. Customers may or may not order products in particular packsizes as well.

Tip: You may also see the following terms in Sage Accpac WMS to refer to a packsize: carton, Q per P, pack quantity.

ATTRIBUTE

An attribute is an additional characteristic used to differentiate between different versions of the same product, but which is not significant enough to warrant the product being identified with a different product number. For example, “colour” or “size” might be appropriate attributes to add to articles of clothing.

Attributes may be unique or non-unique. A non-unique attribute identifies a group of products, such as a lot number. A unique attribute identifies a single article of a given type of product, such as a serial number. In fact, lots and serial numbers are the most common uses of attributes in Sage Accpac WMS warehouses. For more information on attribute number formats, see “Product Numbers” on page 31.

Products with attributes are known as extended products.

Sage Accpac WMS can be configured to require warehouse staff to identify the attribute value of a product, such as a lot or serial number, as follows:

• “Receive only” — only during the addition of product into the warehouse, by any means (receiving, adjusting, or cycle counting).

• “Pick only” — only during the removal of product from the warehouse, by any means (picking, adjusting, or cycle counting).

• “Receive and pick” — during the addition of product into the warehouse and removal of product from the warehouse.

ATT



• “Receive and track in warehouse” — during the addition of product into the warehouse, and during in-warehouse handling, by any means (moving, replenishing, and other functions).

• “Receive, Pick, and Track In Warehouse” — during the addition of product into the warehouse, removal of product from the warehouse, and in-warehouse handling.

Sage Accpac WMS’s license plate functionality provides an efficient ways of tracking serialized or lot-controlled products in the warehouse. Attributes are captured as part of the creation of the license plates, providing an easy way to follow those products throughout the warehouse process.

BIN/BIN TYPE

A bin can be any of the following:

• A physical unit in which a product or group of products are stored prior to being moved out of the warehouse. Physical bins are usually defined by some kind of racking or shelving system, and are numbered and barcode-labelled sequentially, according to their spatial placement into rows or aisles. Their sequence determines the path used in guided picking processes.

Physical bins are identified by a combination of letters and digits, such as A101, up to eight characters in length.

• A virtual unit, such as a staging area, where products are temporarily stored before being moved to a more permanent home.

Virtual bins are typically given a name according to the function they serve, such as WRK, for a work area, RECV, for a receiving area, or CART, for a returned materials area.

2 2 C H A P T E R 2 U N D E R S T A N D I N G S A G E A C C P A C W M S C O N -


• A system-defined virtual unit, used for program logic. By default, these are REPLENIS (used for replenishment functions, described in “Replenishment” on page 53), TRANSIT (used for the Direct Move function, described in “Putaway” on page 44), and BATCHPCK (used for the batch picking and repack functions, described in “Picking & Packing” on page 62). Your warehouse may use additional, custom-defined system bins.

If multiple warehouses are used, each system unit is appended with the code representing the warehouse; for example, REPLENIS01.

Each bin is identified by its unique bin label in Sage Accpac WMS. Even when there are several warehouses in different geographical areas, the same bin number cannot be reused. The bin label is a maximum of eight characters.

All bins are defined as different types according to the variety of different products and packsizes they can store. The six different types of bins are:

• D — Dedicated bins, which contain one product in a single packsize. These are pickable bins.

• N — Non-dedicated bins, which contain multiple products, each in a single packsize. These are pickable bins. Work areas are typically defined as non-dedicated bins.

• R — Random bins, which contain multiple products in multiple packsizes. These are pickable bins.

• C — Carton bins, which contain multiple products in multiple packsizes. These are usually non-pickable bins for bulk product stored in cartons or pallets, but may be configured to be pickable as well. Receiving areas are typically defined as carton bins, as are “cart” locations, which are used as temporary receiving areas for returned stock which will be returned to storage bins. System-defined bins are treated as C-type bins.

• F — Pushback overstock bins are like C-type bins, but they track the order in which stock was moved into the bins. Pushback bins are used where the most recently putaway item is the first to be used for replenishment (and picking, if picking is not restricted to D, N, and R bins).

• S — System bins, are used by the Sage Accpac WMS software for special purposes, such as warehouse transfer. They contain multiple products in multiple packsizes. These are non-pickable bins.



D-, N-, and R-type bins may also be defined as homes, as described in “Home” on page 25. Furthermore, bins may only be associated with certain products according to warehouse-defined codes. These codes can be used to categorize products as follows:

• Reach code — Identifies the height of bins in relation to pickers, so that fast-moving, popular products are stored in easier-to-reach bins than slower-moving products. The reach code of a product is determined by the average number of lines picked per day. Each product and packsize is assigned a code of “A” for fast-moving products, “B” for medium-selling products, or “C” for slow-moving products. (Reach codes are assigned to products by the Calculate Demand Requirements function, which is run automatically on a nightly basis in RFBase.)

• Size code — Identifies the average cubage of the product stored in a bin, based on the estimated cube recorded in the database and the average number of lines picked per day. Each product and packsize is assigned a code of “A” for large cubages, “B” for medium cubages, or “C” for small cubages. (Reach codes are assigned to products by the Calculate Demand Requirements function, which is run from RFBase.)

• Handle code — Identifies handling requirements of a product, such as hazardous materials, heavy materials requiring special equipment to lift, or perishable products requiring refrigeration or freezing. (Handle codes are assigned to products by the host accounting system.)

Bins are configured to have certain characteristic or behaviors, for example:

• Sticky — A product is associated with the pick bin even when there are zero quantities of the item(s) in the bin. If ‘non-sticky’, a product is associated with a pick bin only while the required items in the bin. For more information, see “Home” on page 25.

• Consolidate FIFO/Consolidate Purchase Order Date — Bins with these characteristics allow the consolidation of dates used in stock rotation. Described in “Stock Consolidation” on page 26.

• Skip Count — Exclude the bin from cycle counting.

For a complete list of characteristics that can be set for bins, see Understanding and Defining Warehouse Rules, available at http://002.radiobeacon.com/resources/Documents and Files/Configuration/WarehouseRules.pdf.

PUT

PUT



Ranges of physical and non-system virtual bins are assigned to zones, and, optionally, to locations (in multi-location environments), warehouses (in a multi-logical-warehouse environment), and/or companies/clients (in multi-company or 3PL environments). At the same time, these ranges of bins are assigned specific characteristics. Each bin must be unique across the entire system; so, if you have a single zone spread across multiple locations, each bin within that zone can only be associated with a single location.

The way in which bin types are configured in your system has a crucial impact on all warehouse processes and functions. For more detailed information on bin layout, see the document Understanding and Defining Warehouse Rules, available at http://002.radiobeacon.com/resources/Documents and Files/Configuration/WarehouseRules.pdf.

Note: You will also see the following terms in Sage Accpac WMS to refer to a bin: pickbin, slot, pickslot, location, shelf.

HOME

Sage Accpac WMS refers to different types of homes, according to:

• The number of pickable bins in which a product may be stored:

• Single homes. In this scenario, a product can only reside in a single pickable bin per location at a given point in time. However, this single bin may not be the same one over time, as bins are emptied and may be refilled with any other products.

• Multiple homes. In this scenario, a product can reside in more than one pickable bin in a location at any point in time.

• The manner in which products are assigned to pick bins over time:

• Sticky homes. In this scenario, whether single or multiple homes are used, a product remains assigned to a bin even after there is no longer any inventory of the product(s) in the bin. When more inventory of the product is received, the bin is still shown as the home, or one of the homes, for the product.

• Dynamic homes. In this scenario (often called random slotting or pick-to-empty), whether single or multiple homes are used, a product is not assigned to a bin once that product is no longer in the bin. When more inventory of the product is received, the bin is not shown as a home for the product.



Homes are not necessarily configured according to zones, but individual bins may be designated as “sticky” or not. Single homes may be differently configured for different companies/clients in multi-company/3PL environments. In any case, the type of homes that you define in your implementation has a crucial impact on how product may be put away and moved within the warehouse.

STOCK CONSOLIDATION

Your warehouse may be configured to allow or disallow consolidation of stock in the same bins according to the following criteria:

• FIFO (first-in-first-out) — Stock received (“created”) on different dates.

• PO — Stock received on different purchase orders.

• Expiry date — Stock with different expiry dates.

• Extended—Stock with different attribute values (e.g. different lot or serial numbers).

The way stock consolidation is configured in your warehouse also has an impact on how product may be put away and moved within the warehouse.

Note Consolidation is also used to refer to the process of consolidating orders to be picked, packed and/or shipped together. For more information, see “Waving” on page 60.

KIT

A kit is a unique product made up of several component products. Kits are built in the warehouse in a work area, when a work order is issued to Sage Accpac WMS. Kits may be composed of components, which are products stored in inventory; and, optionally, of service items, which typically represent labour or other non-tangibles. In some cases, building kits may produce a primary product and a secondary, or co-product. When co-products are produced, the number of finished goods may actually exceed the number of components; for example, in the case where a raw material is split up into several smaller pieces for multiple finished products.

ATT

KIT



Kits may be of two types: build-to-stock, and build-to-order. Build-to-stock kits are typically large-volume sellers which the warehouse expects to market to many different customers. After they are built, they are returned to inventory, to be picked when sales orders are issued for them.

Build-to-order kits are typically low-volume, customized goods built on-demand for a specific customer. After they are built, they are never returned to inventory, but are immediately picked and shipped to the end customer.

A third type of kit order, called explode-on-download, or kit-on-the-fly, is simply treated as a sales order, in which all components of kits are picked as though they were separate items.

The following terms are used interchangeably with “kit”: assembly, finished good.

There is also a reverse kitting function that supports disassembling kits built using Sage Accpac WMS. Reverse kitting is useful if, for example, too many kits were built or final products were returned, and you would rather keep component items in stock, instead of assembled kits. The warehouse staff disassembles the final products into its components items and quantities, as described in Chapter 5, “Kitting and Packaging” of Using Sage Accpac WMS Handheld Functions.

For more information about kits, see “Kitting & Packaging” on page 58.

PACKAGING ITEM

A packaging item is a product that is repackaged from single units into different packsizes for distribution to customers, based on the formal packsizes defined for each product. The process of building packaging items is similar to kitting, but the finished good is not a new product. Packaging orders are created uniquely in Web Dispatch, and can be based on projected demand requirements, as determined by the RFBase Calculate Demand Requirements function, which is automatically run on a nightly basis in RFBase.

For more information about packaging, see “Kitting & Packaging” on page 58.

PACK



WAVE

A wave is a set of purchase or sales orders that are grouped together in the system for receiving or picking. Waves of purchase orders are created by receivers during the receiving process, so that they can receive products from multiple orders simultaneously. Waves of sales orders are created by the system, by the dispatcher, or by pickers when orders are released to the warehouse floor, so that pickers can pick products for multiple orders simultaneously (see “Waving” on page 60).

WAREHOUSE/SITE TRANSFER

Your warehouse can be configured to transfer products from one warehouse site to another warehouse site, via a transit site. Sage Accpac WMS tracks the movement of goods out of the from warehouse, en route via a transit warehouse, arriving in the to warehouse. The transit warehouse can be another warehouse (logical or corresponding to a physical site) defined in Sage Accpac WMS, or it can be a non-Sage Accpac WMS-controlled site, for example, a ship, rail car or truck. The goods are ‘picked’ in the From warehouse and ‘received’ into the To warehouse. Actual stock levels in inventory are not affected, only inventory locations are affected.

The warehouse transfer function can also be used to support products sent out on consignment, and transfers to or from non-Sage Accpac WMS-controlled warehouses.

LOC



KEY WAREHOUSE TERMINOLOGY

This section provides definitions of important Sage Accpac WMS terminology that you will encounter. You may also wish to consult the “Glossary” on page 89 for other unfamiliar terms.

OVERSTOCK

In its generic sense, overstock refers to an area in a warehouse in which bulk product is stored, in pallets or cases. It is called “over” stock not because it is surplus, but because this stock is normally stored in area that is out of, or “over”, the reach of a standing person, and requires special equipment, such as a forklift, to be accessed.

In Sage Accpac WMS, overstock is used to refer to bins in which such product is stored, as well as to the labels that are affixed to the packages containing such products, normally printed during receiving. Overstock is also used in the handheld main menu to refer to a set of functions that typically involve this type of stock.

Note: You will also see the following terms used synonymously for overstock: carton, bulk.

CARTON

A carton is a generic term that refers to any cardboard, disposable box that can contain products, as distinct from a pallet, or a plastic tote. It can refer both to the case in which inventory is received and stored in the warehouse, and the container into which orders are picked and shipped. It may also refer to product stored in bulk, rather than as individual units.

Note: The following terms are also used in some functions interchangeably with “carton”: pack, package.

K E Y W A R E H O U S E T E R M I N O L O G Y 2 9


PALLET

A pallet in Sage Accpac WMS may or may not correspond to a physical pallet, and is used in two specific contexts. In the context of moving inventory, pallet moving simply refers to multiple products that are being moved from bin to bin at the same time.

In the context of order shipments or transfers from other locations, a pallet designates a container which may contain multiple shipping cartons, and may correspond to a physical pallet, a bin location, or a carton (see also “Order and Shipment Numbers” on page 32).

LICENSE PLATE

A license plate is a unique number from 9-20 characters, which is associated with specific products in a specific bin. License plates provide an effective way of grouping together products, and identifying and tracking those products in the warehouse.

License plates are created in Sage Accpac WMS with any process that adds stock into a bin, such as receiving, adjustments that add stock to the warehouse and moves within the warehouse from one bin into another bin. Once the license plate is created, you can add and remove products from the license plate, move and assign the license plate to new bin, pick the license plate to fulfill a sales order, etc. Many warehousing functions can be performed as usual by the user, while the license plate information is preserved by Sage Accpac WMS, without the need for manual intervention.

PACKSLIP

The term packslip is used in several different ways in Sage Accpac WMS. In one sense, it refers to a concrete item, namely the packing slip that ships with an order, as described in “Label and Document Printing” on page 69. Most commonly, however, it refers to a sales order, or sales order number.



PRODUCT NUMBERS

Your warehouse may use several different numbers for referring to products. Because of the possibility for confusion between these, here is a brief description of the types of product identifiers you may see in different contexts in Sage Accpac WMS:

• Warehouse product number — This is the SKU or part number used by your warehouse. This number can be any number defined in your distribution centre and may consist of up to 20 digits. This is the number you will see referenced throughout the Sage Accpac WMS user interface.

In multi-company or 3PL environments, where products are owned by different clients, the client number or name will appear after the product number, separated by a character delimiter such as a slash (/).

If your products use attributes, such as lot numbers, serial numbers, and so on, these will appear after the product number (and after any client number/name), separated by character delimiters such as a slash (/).

• Vendor product number — This is the SKU or part number used by a vendor. This number may be associated with your product number in the Sage Accpac WMS database, and can be supplied through the Product Xref function on the handheld (see “Warehouse & Product Maintenance” on page 87). If a cross-reference is defined for the vendor SKU, this number can also be used in all handheld functions that prompt for a product number.

• Customer product number — This is the SKU or part number used by a customer. You will be prompted to enter a customer SKU when printing product labels from the handheld.

• UPC (Universal Product Code) — This is a 12-digit, standard product code used in product manufacturing, consisting of the supplier’s manufacturing ID, plus additional digits. You will only be prompted for this code when creating a new product in the handheld or Web Dispatch (see “Warehouse & Product Maintenance” on page 87).

• SCC-14 (Shipping Container Code) — This is a 14-digit, standard product code similar to the UPC, except that it is applied to the packages containing the products. You will only be prompted for this number when printing SCC-14 labels from the handheld.

3PL

ATT



ORDER AND SHIPMENT NUMBERS

When sales orders are picked and shipped, various numbers are used to identify the order, the cartons in the order, groups of orders that are picked together, and groups of orders that are shipped together. Because of the possibility for confusion between these, here is a brief description of the types of numbers you will see referenced throughout the Sage Accpac WMS user interface:

• Order/Packslip number — This is the number assigned by the accounting system to identify a sales order, for downloaded orders. The packslip number that you see referenced throughout Sage Accpac WMS contains the order number plus, in some cases, the back order number, logical warehouse, customer number, store number and/or department number.

• Customer PO number — This is the customer’s purchase order number for a sales order, which is assigned by the accounting system for downloaded orders.

• Wave number — This is a number, starting from 1000, that identifies a group of sales orders that are grouped together for picking in the same batch. This number is not printed on any documentation, but is used for in-warehouse purposes only. This number is generated for orders by Sage Accpac WMS when they are waved (see “Waving” on page 60).

• Big number — This is a number from 1 to 99 that is printed in large text on the picking/shipping labels used in the picking process, to help pickers identify cartons belonging to the same order. This number is only used for in-house identification of cartons during picking, and is not used for shipping identification purposes. The same big number is generated for all cartons in an order by Sage Accpac WMS when the order is waved.

• Carton number — This is a unique shipping container code for each individual carton in an order. It is printed and barcoded on picking/shipping labels and is used to track cartons in the warehouse. The format is a 9-digit number beginning with 1000... (for example: 100000078). It is also referred to in Sage Accpac WMS as a “tote label”, or a “carton label”. This number is generated for cartons by Sage Accpac WMS whenever a picking/shipping label is printed, such as when an order is waved.



• Track-trace (SSCC-18) number — This is a unique serial shipping container code for each individual carton in an order. It is printed and barcoded on picking/shipping labels and is used to track cartons after they have been picked and shipped.

The format may be a standard 18-digit number with a two-digit prefix, beginning with 0, continuing with your manufacturing ID (or 9999999 if you don’t use one), continuing with the carton number described above, and ending with another digit; or it may be a carrier-specific package number, such as the UPS 1Z... number. This number is generated for cartons by Sage Accpac WMS whenever a picking/shipping label is generated, such as when an order is waved.

Big number

Order/packslip number

Order/packslip number

Customer PO number

Track-trace number

Your company’s manufacturing ID

Carton number (00) 0 3846358 100000094 9

T O/A: SWT444 REF:201

Sweet Tho ughts500 G arden Ave.To ro nto , O NM 4J 1E2

PO : 622189145

FROM/DE:

T he Candy Warehouse4556 Pepperm int WayT oronto, O NM 4V 9M 7

23201



• ASN Track-Trace (SSCC-18) numbers—Your suppliers/vendors can print compliant shipping labels, using a web-based tool called the Sage Accpac WMS Vendor Portal. Your vendors can create unique shipping labels for each inbound carton, with an SSCC-18 track-trace number that specifies product, quantity, carton packsize (total number of items in the carton), purchase order number and purchase order line number. When SSCC-18 labels are generated through the Sage Accpac WMS Vendor Portal, your Sage Accpac WMS database captures all the required information for each carton, providing your Sage Accpac WMS with an electronic notification of the inbound shipments and its contents, similar to receiving an ASN EDI.

Labels created by the Sage Accpac WMS Vendor Portal facilitate one-scan ASN receiving of cartons into the warehouse.

• Pallet number — A pallet number can be of two types in Sage Accpac WMS. The first type is similar to a carton track-trace number, and usually consists of a unique customer-compliant shipping serial number, where the format is the same as a track-trace number, with the initial digit being 1 (corresponding to a pallet addressed to a single or multiple stores) or 2 (corresponding to a pallet containing a single product). This number is generated for customer-compliant picking/shipping labels whenever the labels are produced.

The second type of pallet number corresponds to a “bin” in the warehouse, since a pallet of products may often be stored in a single bin.

• Pickup/BOL/Manifest number — This number identifies a group of orders to be shipped to the same destination, and shipped on the same truck or picked up at the same time by one carrier. This number is applied to all cartons in an order. The number may be applied by the dispatcher before an order is waved, by an external shipping system, or by a shipper when recording the shipping information (see “Shipping” on page 64). Depending on your configuration, the number may be a simple sequential number beginning with 1, for the first BOL in the system; or it may be a UCC-standard 18-digit number that includes your manufacturing ID. The number is printed on bills of lading or manifests generated by Sage Accpac WMS.

VPCD



• Ship-Consolidation number — This number identifies a group of orders that are shipped to the same address at the same time by one carrier, and are treated as a single shipment. This number is generated by the accounting system when an order is issued, or by the dispatcher before an order is waved. This number does not appear on any printed documentation, but groups of orders that are assigned the same consolidation number are picked and shipped together.

• Shipment number — This number is assigned to all cartons shipped together in one shipment (such as all the cartons in one order), and is printed on bills of lading and manifests. This number is assigned by an integrated shipping system, by Sage Accpac WMS when all shipping processes are complete, or by a shipper or dispatcher when marking an order as shipped (see “Shipping” on page 64). Depending on your configuration, the number may be a simple sequential number beginning with 1, or it may be a UCC-standard 18-digit number that includes your manufacturing ID. In LTL shipments, the number is often the Pro number. In single-carton shipments, the shipment number is often the same as the track-trace number for the carton.

PACKLANE

A packlane is simply a number used to identify a laser printer on which Crystal Reports or other paper documents are printed. This number may or may not correspond to a physical shipping lane. For more information, see “Label and Document Printing” on page 69.

VENDOR PORTAL

The Sage Accpac WMS Vendor Portal is a web-based tool for your vendors/suppliers to create compliant labels through your Sage Accpac WMS system. Using the vendor portal, your vendors can print unique shipping labels for the cartons they send to your warehouse. The vendor portal labels are based on the purchase orders your company sends to the vendor. Each inbound carton from the vendor will have an SSCC-18 track-trace number that specifies product, quantity, carton packsize (total number of items in the carton), purchase order number and purchase order line number.

When SSCC-18 labels are generated through the Sage Accpac WMS Vendor Portal, your Sage Accpac WMS database captures all the required information for each carton, providing your Sage Accpac WMS with an electronic notification of the inbound shipments and it contents, similar to receiving an ASN EDI. Your receivers can check-in the entire carton simply by scanning the track-trace number on the cartons labels.

VPCD





3 UNDERSTANDING SAGE ACCPAC WMS PROCESSES

This chapter discusses the Sage Accpac WMS warehouse process cycle, provides an overview of all of the major handheld and Web Dispatch functions, and situates these functions within the larger context of the entire Sage Accpac WMS application.

THE WAREHOUSE PROCESS CYCLE

The following figure provides an overview of a typical warehouse process cycle using Sage Accpac WMS. Note that once your warehouse is operational, many of these processes are actually happening simultaneously, rather than in sequence; the figure simply tries to show how data might typically flow through the system from the time products are received in the warehouse until sales orders are completely fulfilled. Label printing and warehouse/product maintenance functions are depicted in the centre of the cycle, because they may be performed during any or every step of the process. Each process is described in more detail in the following sections.

T H E W A R E H O U S E P R O C E S S C Y C L E 3 7


When purchase orders, sales orders, work orders, and packaging orders are issued to and processed in the Sage Accpac WMS, they pass through several process steps (or “procsteps”) before data is uploaded to the accounting system. These steps are displayed in sales, work, packaging and purchase orders throughout Web Dispatch, and indicate the status of an order. In the following sections, for each step in the processing cycle, the corresponding status is also noted.

Shipping

Warehouse &Product

MaintenancePicking

Cycle-Counting &InventoryControl

Replenishment

OrderAllocation

WarehouseSetup

Put-Away

OrderWaving

Kitting &Packaging

Receiving

Packing

LabelPrinting

PurchaseOrder Issue

Sales, Work& PackagingOrder Issue

OrderRe-allocation

3 8 C H A P T E R 3 S A G E A C C P A C W M S P R O C E S S E S


WAREHOUSE SETUP

The warehouse setup process is summarized in the following figure:

1: SYSTEM SETUP AND CONFIGURATION

During the warehouse setup and testing phase, the warehouse manager, installers, and network administrators work together to set up hardware; define warehouse rules and system users; configure shipping systems, if they are used; configure handheld and/or Web Dispatch options; and populate the Sage Accpac WMS database with product information.

2: WAREHOUSE AND PRODUCT LABELING

Once the system is set up, there are several warehouse tasks that need to be performed. First, bins and existing products must be barcode labelled. Generating the labels for bins actually “creates” the bins in Sage Accpac WMS. Labels are described in more detail in “Label and Document Printing” on page 69. Procedures for labelling bins and products are provided in Chapter 9, “Printing Labels” in “Using Sage Accpac WMS Handheld Functions”.

Sage Accpac WMS is installed and configured

Bins and products are barcode-labeled

Inventory is set up in Sage Accpac WMS

2

3

1

W A R E H O U S E S E T U P 3 9


3: INVENTORY SETUP

Next, in existing warehouses, the physical inventory of existing products needs to be identified to Sage Accpac WMS and the accounting system. This is usually accomplished in one of two ways:

• through an inventory control process, such as a full or cycle (partial) count or miscellaneous adjustment,or,

• through non-PO receiving

In a brand new warehouse with no inventory, products can simply begin to be received. Receiving processes are described below; inventory control processes are described in “Inventory Control” on page 87.



RECEIVING

The receiving process is summarized in the following figure:

1: ORDER ENTRY

Purchase orders are entered into Sage Accpac WMS in a number of ways:

• Downloaded from the accounting system.

• As a back order created automatically by the system according to criteria that may be defined in your configuration.

• Entered through Web Dispatch. Web order entry is used by warehouses that do not have a host system, or by third-party logistics providers that do not use a single host system. Web order entry is described in Chapter 9, “Entering Orders” in the manual “Using Web Dispatch”.

Purchase order is issued and downloaded to WMS

Action Order Status

Receiver receives product and puts it away

NOT RECEIVED

BEING RECEIVED

Receiver or dispatcher closes purchase order

READY TO UPLOAD

2

3

1

O/E

R E C E I V I N G 4 1


When a purchase order is created in Web Dispatch its initial status may be APPROVED, and the dispatcher must release the orders before they can be available for receipt into the warehouse (for information, see Chapter 5, “Processing Purchase Orders and Returns” of “Using Web Dispatch”). Once released, they, and purchase orders downloaded from the host system, are placed into the status NOT RECEIVED.

2: ORDER RECEIPT

When product arrives at the warehouse, receivers can receive the inventory by these different methods:

• By purchase order — If the shipment arrives with products sorted by purchase order, the user receives the stock according to a printed PO that accompanies the delivery, or an electronic PO stored in the system.

• By product —When products or groups of products arrive randomly, rather than being sorted by purchase order, the user can receive the products against any open purchase order.

• By container — In some warehouses that regularly receive large shipments by container in which products on many POs may be mixed, receivers can receive stock against a manifest. The container reference number may be included in the downloaded purchase order, or the Web dispatcher may create one. (Procedures for creating a container are provided in Chapter 5, “Processing Purchase Orders and Returns” of “Using Web Dispatch”.) In the first case, the container number may correspond to an actual waybill or manifest that accompanies the shipment.

The user can container receive stock using regular receiving, according to each line on the container manifest individually. Alternately, they can use quick container receiving, to receive all the products in the container into inventory at one time, without individually checking-in each product listed on the manifest.

• By RMA — In warehouses that use returned material authorizations, inventory is received according to purchase orders on which the returned items appear. For information on creating RMAs in Web Dispatch, see Chapter 5, “Processing Purchase Orders and Returns” of “Using Web Dispatch”.

RECV

RMA



• By ASN — Using Sage Accpac WMS’s Vendor Portal, your suppliers/vendors can create compliant ASN shipping labels from purchase orders sent to the vendor. When labels are created this way, your Sage Accpac WMS database captures all the required information to receive the stock into inventory simply by reading the track-trace number on cartons shipped from your vendors.

For products that arrive without purchase orders, there are several methods for handling these:

• As miscellaneous adjustments, described in “Inventory Control” on page 87.

• As unordered items, during the normal PO receiving process.

• Via non-PO receiving (often used for initial setup), if Sage Accpac WMS is configured to allow this process.

In any case, once a receiver opens a PO, its process step in the Web Dispatch is BEING RECEIVED.

Receivers may be required to record additional information for received products, such as the weight or cube; expiry dates for time-sensitive products; or UPC inspection codes. Most warehouses also have procedures for dealing with short-shipped or over-shipped products.

Once products are received, receivers normally print labels and barcode the received products, cartons and pallets before they are put away.

For warehouses that use license plates, products can be received to new or existing license plates, and license plates labels can be printed. However, license plating does not need to occur at receiving time, as there are other stages in the warehouse cycle during which license plates can be created or stock can be added to existing license plates.

Finally, receivers can either put away the products immediately to real bins, or put them away to virtual bins for later putaway, which will consist of a separate step, as described in “Putaway” on page 44.

VPCD

R E C E I V I N G 4 3


3: ORDER CLOSURE

When all items are received and checked in, the receiver closes the PO, and a receipt confirmation is uploaded to the accounting system.

Alternatively, the Web dispatcher can close purchase orders in a batch process at the end of the day (see Chapter 5, “Processing Purchase Orders and Returns” in “Using Web Dispatch”).

In warehouses that use a manual upload procedure, the purchase order is marked as READY TO UPLOAD; in most implementations, you will never see this process step, as the upload step will happen automatically.

Note: The dispatcher can close or cancel a PO at any time, before or after products have been received. For more information, see Chapter 5, “Processing Purchase Orders and Returns” in “Using Web Dispatch”.

Handheld receiving functions are described in Chapter 2, “Receiving Inventory” in “Using Sage Accpac WMS Handheld Functions”.

PUTAWAY

In many warehouses, putaway is accomplished as a process separate from receiving. In this case, warehouses typically define a staging area where received products are temporarily stored for pickup by putaway drivers, who use the Direct Move function to move single products or entire pallets of multiple products (called a pallet move) within the warehouse from one bin to another.

For warehouse that use license plates, you have the ability to move an entire license plate to a new bin during the putaway process.



The general Direct Move process is summarized in the following figure:

1: MOVE OUT

Putaway drivers move single or multiple products, or an entire license plate out of their current location into a temporary system location (called TRANSIT). If a one-step method is used, the products can be immediately moved into bins. If a two-step method is used, a separate move-in step is required.

2: MOVE IN (OPTIONAL)

If two-step Direct Move is used, a second move-in procedure moves the products from the temporary system location into their new homes. If the destinations are pick bins, Sage Accpac WMS can provide suggested directed putaway suggestions, that is, bin recommendations based on criteria such as previous home, product velocity, size, or reach of available (empty) bins.

For warehouses that receive large volumes of returns, putaway drivers can use the Restock function to return the goods to storage bins.

The Move In, Move Out, one-step Direct Move, and restocking functions are described in Chapter 3, “Moving/Putting Away Inventory” of “Using Sage Accpac WMS Handheld Functions”.

Product is moved out of bins or temporary locations

1

Product is moved into storage or pick bins

2

PUT

P U T A W A Y 4 5


ALLOCATION

Allocation is the process of assigning stock to orders, identifying the bins from which the stock is to be picked, and adjusting the physical inventory accordingly. Sales orders kit, and packaging orders all need to be allocated before they can be picked.

Transferring products from one site to another is implemented using transfer sales orders. These are treated as regular sales orders in the warehouse, as they go through the same allocation to assign stock to the transfer order and identifying the bins from which the stock is to be picked; however, in the case of transfer sales orders, the physical inventory quantities are not adjusted, since the inventory is not being removed from the warehouse inventory, it is just being moved.

The allocation process for sales orders is summarized, in a simplified fashion, in the following figure:

LOC

Sales order is downloaded/created in WMS

Action Order Status

Dispatcher or system allocates order

UNALLOCATED

HELDSUSPENDEDUNALLOCATED

1

2

READY TO WAVE

Integrated shipping system pre-rates order

WAIT PRE-RATE3

WAITING - SWOG



The allocation process for kit orders is summarized in the following figure:

The allocation process for packaging orders is summarized in the following figure:

KIT

Work order is created/ downloaded in WMS

Action Order Status

Dispatcher or system allocates order

ASSEMBLY - UNALLOCATED

ASSEMBLY - SHORT

1

2

ASSEMBLY - WAIT REPLEN

ASSEMBLY - READY

PACK

Packaging order is created in WMS

Action Order Status

Kitters print assembly labels

PKG - READY TO PRINT

1

PKG - WAITING LETDOWN

System allocates order

2

A L L O C A T I O N 4 7


1: ORDER ENTRY

Sales orders may be entered into Sage Accpac WMS in a number of ways:


• As a back order created automatically by the system according to criteria that may be defined in your configuration.

• Entered through the handheld Sales Order by Walking function for front-counter orders. Note that this type of order does not need to be allocated, as the user must manually retrieve the products from a bin known to have available stock. For more information, see Chapter 6, “Picking and Packing Orders” in “Using Sage Accpac WMS Handheld Functions”.

• Entered through Web Dispatch. Web order entry is used by warehouses that do not have a host system, or by third-party logistics providers that do not use a single host system. Web order entry is described in Chapter 9, “Entering Orders” in “Using Web Dispatch”

• Automatically created when a build-to-order kit order is issued to Sage Accpac WMS. A sales order for the finished goods to be shipped to the appropriate customer is issued at the same time as the kit order.

Work orders may be entered into Sage Accpac WMS in a number of ways:


• Entered through the handheld Build Kits function (for build-to-stock orders only). For more information, see Chapter 5, “Kitting and Packaging” in “Using Sage Accpac WMS Handheld Functions”.

Packaging orders are always entered into Sage Accpac WMS through Web Dispatch. For more information, see Chapter 4, “Processing Packaging Orders” in “Using Web Dispatch”.

O/E

KIT

KIT

PACK



Transfer Sales orders may be entered into Sage Accpac WMS as follows:


• Entered through Web Dispatch. Web order entry Web order entry is described in Chapter 9, “Entering Orders” in “Using Web Dispatch”.

2: ORDER ALLOCATION

Once an order is issued to Sage Accpac WMS, it can be allocated in the following ways:

• For sales and/or work orders, manually by the Web dispatcher, through the Allocate function in the Web Dispatch. If background (automatic) allocation is not enabled in your configuration, when a sales order is first downloaded or created in Sage Accpac WMS, its process step is UNALLOCATED; a work order’s process step in this case is ASSEMBLY-UNALLOCATED.

• Automatically, for sales and/or work orders. If background allocation is enabled for your system, Sage Accpac WMS attempts to continually allocate unallocated orders on a cyclical basis, in addition to any manual allocations that may be performed by the dispatcher. The system may be further configured to allocate immediately when orders are downloaded or created, in which case the UNALLOCATED or ASSEMBLY-UNALLOCATED process steps are bypassed.

Note: Sales orders entered through the handheld do not follow the normal allocation-waving-picking-shipping process of other sales orders. Instead, they are manually picked, and are marked with the status specified in your configuration as soon as they are saved from the handheld (by default, this is READY TO UPLOAD).

LOC

O/E



• Automatically, for packaging orders. Packaging orders can only be created when the required stock is available; when a packaging order is successfully created, it is automatically allocated, and replenishment requests are generated for the required inventory to be let down from overstock and moved into work areas. Depending on how the order is created, assembly labels may be automatically printed and the order placed immediately into PKG-WAITING LETDOWN status; or the order may be placed into an intermediate status, PKG-READY TO PRINT, requiring that a handheld user manually print the assembly labels before the order moves into PKG-WAITING LETDOWN status.

Whether the allocation method is automatic or manual, Sage Accpac WMS can be configured to allocate stock according to several different criteria (e.g. FIFO/LIFO, packsizes etc.); to allocate stock from specific zones, if multiple zones are used; to manage expiry dates and lots, if they are used; and to handle short orders (those with lines that cannot be filled entirely) in different ways.

In addition, when orders are allocated manually in Web Dispatch, the dispatcher can choose the sequence in which to allocate orders according to business rules such as the customer’s requirements, the value, size, or priority of the order, or other criteria.The allocation process is described in Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”.

If all stock is successfully allocated to a sales order, or a short order is marked for shipment anyway, its status is READY TO WAVE (see “Waving” on page 60).

If all stock is successfully allocated to a work order, it may be placed into one of two statuses. If all the required stock is already in the correct work area, the order is placed into ASSEMBLY-READY, assembly labels are automatically printed and given to kitters and they can begin building the kits (see “Kitting & Packaging” on page 58). If all the required stock is not already in the correct work area, the order is placed into ASSEMBLY-WAIT REPLEN status, and replenishment requests are issued for the required components. Replenishers must use the handheld to move the stock from the appropriate bins to the work area (see “Replenishment” on page 53).

PACK

KIT



If a sales order cannot be fully successfully allocated, it will be held until some remedial action is taken, and then must be re-allocated (see “Re-Allocation” on page 56). Reasons that sales orders may not be successfully allocated include:

• Product is not available in pick bins for some lines, but is available in overstock bins, and the system is pre-configured, or the dispatcher has opted, to hold the order for replenishment. In this case, the fillable lines are allocated and stock is reserved for them, while the order status is HELD FOR REPLENISHMENT. A replenishment request is issued, and replenishers must replenish the stock before the order can be re-allocated successfully (see “Replenishment” on page 53).

• Product is not available in the warehouse for some lines, and the system is pre-configured, or the dispatcher has opted, to hold the order short. In this case, the fillable lines are allocated and stock is reserved for them, while the order status is HELD SHORT. New stock must be received before the order can be allocated successfully.

• Product is not available in the warehouse for some lines, and the system is pre-configured, or the dispatcher has opted, to require 100% fill. In this case, stock is not reserved for any lines, and the order returns to UNALLOCATED status. New stock must be received before the order can be allocated successfully.

• Product is available in the warehouse, but there is a problem with the packsize, zones, or stock specified in the allocation. The order status is HELD FORMAT. The problem must be addressed before the order can be allocated successfully.

• Product is available for all lines, but the order has been marked to be shipped with other goods. In this case, the fillable lines are allocated and stock is reserved for them, but the order is held from waving, with the status is WAITING - SWOG. Other orders for this customer and shipping address must be allocated before the order can be released for waving.

The reason a work order is not successfully allocated is that some components are not available in the warehouse to build the kits. In this case, the available components are allocated from overstock, if they are not in the work area already, and new stock must be received before the order can be allocated successfully. A work order in this state is ASSEMBLY-SHORT.

Chapter 2, “Processing Sales Orders”, in “Using Web Dispatch” discusses various strategies for handling sales orders that could not be allocated the first time.

KIT



3: ORDER PRE-RATING (OPTIONAL)

For warehouses that use a fully integrated shipping system and have order pre-rating enabled, product quantities and weights, as well as addressee, carrier, and service information, are automatically sent to the shipping system. (Alternatively, the dispatcher can request pre-rating manually from Web Dispatch.) The shipping system information can calculate estimated costs, and select the appropriate carrier, if rate “shopping” is enabled — that is, the shipping system is instructed to find the cheapest carrier and service for the shipment. At this point the order is placed into WAIT PRE-RATE status. If any errors are encountered by the shipping system, such as unrecorded weights or incorrect postal codes, these are reported, and warehouse staff must take appropriate action before the orders can be successfully allocated. When the pre-rating is successful and complete, the orders are moved into READY TO WAVE status.

SHIP



REPLENISHMENT

Replenishment is the process of replacing stock depleted from pick bins with stock from bulk, or overstock, bins, and breaking down bulk packages into pickable packsizes defined for the warehouse. The replenishment process is summarized in the following figure:

1: REPLENISHMENT REQUEST GENERATION

In your warehouse, replenishment will undoubtedly be a routine task that you perform according to a defined procedure. Replenishment may also be performed in response to a replenishment request.

Letdown request is issued

1

Replenisher lets down stock from overstock

2

Replenisher fills pick bins with let down product

3Fill-bin request is issued

ASSEMBLY - READY

Action Order Status

PKG - BEING BUILT

ASSEMBLY - READY

R E P L E N I S H M E N T 5 3


Letdown replenishment requests may be generated by Sage Accpac WMS in the following ways:

• Automatically by the system. This occurs when a sales order cannot be fully allocated because some lines do not have enough inventory in the pick bins, and the order is marked to be held for replenishment (by default or by the dispatcher). This type of replenishment is called hot replenishment. The dispatcher can also create groups of replenishment requests, which group together orders with similar characteristics, such as their priority, customer, date, and so on.

• Automatically by the system when a kit work order or packaging order is allocated.

• Manually by a handheld user through the Request Replenishment function, as described in Chapter 4, “Replenishing Pick Bins” of “Using Sage Accpac WMS Handheld Functions”.

• Manually by the Web dispatcher through the Advance Replenishment function. This function serves to replenish inventory before it is actually required to fill sales or work orders, based on the amount of stock currently available in pick bins. Your system will be configured to perform advance replenishment according to one of the following criteria:

• Minimum levels of products in bins. These are set for a given product by the host system, or by a warehouse supervisor through a handheld function (see “Warehouse & Product Maintenance” on page 87). When the dispatcher runs the min/max advance replenishment function, requests are issued for any bins in which the product levels have fallen below the defined minimum.

• The number of days on hand for each product. This figure is estimated based on the velocity of a given product. Velocity is calculated as the average number of picks per day for a given product for the previous month. (This calculation is done through the Calculate Demand Requirements function in RFBase, which is run nightly.) The dispatcher specifies the number of days’ worth of product that must be in a selected group of bins, and replenishment requests are issued for any bins in which the product levels are expected to be exhausted within the number of days specified.

Advance replenishment is described in Chapter 10, “Using Advance Replenishment” in “Using Web Dispatch”, and in Chapter 12, “Warehouse And Product Maintenance” in “Using Sage Accpac WMS Handheld Functions”.

KIT

REPLEN



2: STOCK LETDOWN

When letdown replenishment requests are issued, letdown tickets may be automatically printed and distributed, if configured. Forklift drivers use the Letdown Stock function to let down the required products from overstock bins, and break the packs down into the appropriate packsizes required for picking.

If a one-step method is used, the stock may be immediately moved to the pick bins or work areas, replenishment requests are cleared, and sales orders may be re-allocated.

Work orders are automatically placed into the status of ASSEMBLY-READY, and packaging orders are automatically placed into the status of PKG-BEING BUILT.

If a two-step method is used (for sales and work orders only) the let-down stock is moved to a temporary system location (called REPLENIS), and fill-bin replenishment requests are automatically issued.

3: PICK BIN FILLING (OPTIONAL)

Once products have been let down from overstock and fill-bin requests have been issued, putaway drivers put away the products to the appropriate pick bins or work orders with the Fill Bins function. When the bins are filled or components moved to work areas, the replenishment requests are cleared, and sales orders may be re-allocated. Work orders are automatically placed into the status of ASSEMBLY-READY, and packaging orders are automatically placed into the status of PKG-BEING BUILT.

The Letdown Stock, Fill Bins, one-step, and kit replenishment functions are described in Chapter 4, “Replenishing Pick Bins” on page 117 of “Using Sage Accpac WMS Handheld Functions”.

If your system is configured to allow it, replenishers can also use the Direct Move function, described in “Putaway” on page 44, to fulfill replenishment requests.

R E P L E N I S H M E N T 5 5


RE-ALLOCATION

For sales orders that were not immediately marked as ready to wave, or assembly orders that were held short, they need to be re-allocated. The re-allocation process is summarized in the following figure.

1: SHORT ORDER OR ERROR HANDLING

The dispatcher has several options for handling orders that could not be fully allocated the first time. For orders held for replenishment — that is, for which stock is not available in pick bins — normally products are simply replenished and the orders are re-allocated.

Orders held short — that is, for which stock is not available anywhere in the warehouse — may simply be held and re-allocated when the missing stock is received; re-allocated after other orders are unallocated to free up stock; or shorted, that is, re-allocated without the missing products.

For orders held format — that is, for which stock is available somewhere in the warehouse, but not in the requested packsize or zone — or for orders showing an error status, the cause of the problem must be identified and corrected. (Troubleshooting these errors is discussed in Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”.)

Action Order Status

Stock is received, replenished etc.

1

Dispatcher or System re-allocates order

READY TO WAVE2

ASSEMBLY - WAIT REPLEN



2: ORDER RE-ALLOCATION

Once an initial allocation problem is addressed, re-allocation can be performed in the following ways:

• Manual re-allocation. If background allocation is not enabled, the dispatcher must re-allo-cate the orders manually. The dispatcher can re-allocate orders in the following ways:

• Running various reports to determine the availability of stock for outstanding held orders, and running the Allocate function again.

• Skipping the re-allocation step altogether for unallocated or held orders and marking them to be packed and held, during the waving process. (See “Waving” on page 60).

• Automatic re-allocation. If background allocation is enabled, Sage Accpac WMS automati-cally attempts to re-allocate held orders on a cyclical basis. The system will continually attempt to re-allocate a sales order until it is successful and marked READY TO WAVE and a work order until it is successful and marked ASSEMBLY-WAIT REPLEN.

For information on re-allocating orders in Web Dispatch, see Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”.

R E - A L L O C A T I O N 5 7


KITTING & PACKAGING

The kitting and packaging processes are summarized in the following figure.

Kitting and packaging functions are described in Chapter 5, “Kitting and Packaging” of “Using Sage Accpac WMS Handheld Functions”.

Action Order Status

Kitters begin to build kits or repackage items

1

2

ASSEMBLY - BEING BUILT

Build-to-stock kits and packaging items are moved into storage bins

Leftover sub-components are moved to storage bins

3

Kitter finishes last kit/packaging items

4

Kitter completes order and picks build-to-order kits into shipping cartons

SHIPPED & UPLOADED

5

PKG - BEING BUILT

ASSEMBLY - COMPLETE



1: KIT/PACKAGING ITEM BUILDING

When the required items are moved to the work area, kitters gather the assembly labels, and begin to build the kits or repackaged items. No processing in Sage Accpac WMS is required at this point.

2: KIT/PACKAGING ITEM PULLING (OPTIONAL)

If partial quantities of items are moved initially (because, for example, there is not enough room to store all the items required to build the kits/packaging items), or if some of the finished goods or packaging items need to be removed from the work area before all kits/packaging items are complete, a kitter can use the Pull Kitting function to record that some of the components have been consumed and some of the finished goods/repackaged items built. The status of a work order becomes ASSEMBLY-BEING BUILT. If a kitter uses the Pull Kitting function to pull the complete number kits required for the order, but does not finish off the order, the status of a work order becomes ASSEMBLY-COMPLETE. Normally, however, if a full quantity of items is moved initially, and the full quantity of kits/packaging items built, this step may be skipped, and the kitter can finish the kits/packaging items immediately.

3: KIT/PACKAGING ITEM COMPLETION AND KIT PICKING

After kits or packaging items are finished being built, a kitter uses the Pull Kitting or Finish Kits function to mark the kits/packaging items as complete, and print product labels to affix to the finished goods. Packaging items and build-to-stock kits are automatically moved to a temporary system location (by default, this is TRANS_FK), and the orders are automatically marked as SHIPPED & UPLOADED. When kitters finish build-to-order kits, they immediately print picking/shipping labels and pick the finished kits into shipping cartons. (These orders will continue to be processed as regular sales orders according to their end-of-line settings; for more information, see “Shipping” on page 64.)

4: KIT/PACKAGING ITEM PUTAWAY

Warehouse staff must use the Direct Move or Restock function (described in “Putaway” on page 44) to move build-to-stock kits and packaging items from the temporary system location to the appropriate bins.

KIT

K I T T I N G & P A C K A G I N G 5 9


5: COMPONENT PUTAWAY (OPTIONAL)

If there are any leftover products that were initially let down but were not used in the finished goods or new packages, these will remain in the work area after the kits/packaging items are finished. In many cases, the warehouse will choose to leave these items in the work area for re-use in other kits/packaging items. In other cases, they are direct-moved back into the appropriate bins.

REVERSE KITTING FUNCTION

There is a reverse kitting function that supports disassembling final products built from kits in the warehouse. Reverse kitting is useful if, for example, too many kits were built or if final products were returned, and you would rather keep component items in stock, instead of assembled kits. The warehouse staff disassembles the final products into the components items and quantities, and then they staff can move the products back into overstock or pickbin locations in the warehouse. Adjustments to inventory are made so that the assembled kits are moved out and the components are moved in. Described in Chapter 5, “Kitting and Packaging” of “Using Sage Accpac WMS Handheld Functions”.

WAVING

Waving is the process of grouping allocated sales orders (including transfer sales orders) together and releasing them to the warehouse floor to be picked. The waving process is summarized in the following figure:

Action Order Status

WAVED

PACK & HOLD

System or dispatcher or picker waves order

1

Pickers collect picking/shipping labels and shipping cartons

2



1: ORDER WAVING

Waving can be done in one of several ways:

• Automatically by the system. This method is only used in warehouses that are also using automatic allocation, and do not have a dispatcher.

• Manually by the Web dispatcher, through the Wave function, for all picking styles. This is the most common method, in which the dispatcher groups together orders for picking, according to various criteria, such as picker workload, picking styles used, order character-istics, etc. The dispatcher can also modify shipping options; assign orders to bills of lading and/or manifests; consolidate orders together that must be shipped in the same shipment, where appropriate; select various labels to be printed; and require various end-of-line pro-cesses to be performed automatically during picking and shipping, such as the printing of documentation. For more information on waving orders in Web Dispatch, see Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”.

• Through the handheld for normal wave picking (see “Picking & Packing” on page 62), only in warehouses that have been configured to allow picker waving. In this case, when a picker waves an order, s/he selects a specific order, or selects each order according to a pre-defined sequence, determined by characteristics of the order downloaded from the host sys-tem (for example, “hot” picks, priority level, date and time required, etc.) Procedures for waving through the handheld are provided in Chapter 6, “Picking and Packing Orders” of “Using Sage Accpac WMS Handheld Functions”.

When an order is waved, it may be placed into the following statuses:

• If the order is ready to pick and ship immediately, its status is marked as WAVED.

• For dispatcher- or system-waved orders only, if configured, if the order is ready to be partially picked and packed but held for remaining short lines, its status is PACK & HOLD.

When orders are waved, a wave number is assigned to the group of orders, and a carton/track-trace number is assigned to each shipping carton in each order, based on the number of cartons estimated to be required for the order. Picking/shipping labels are automatically printed for the orders.

SHIP

W A V I N G 6 1


2: SHIPPING LABEL AND CARTON COLLECTION

Pickers collect the picking/shipping labels from printers assigned to them, or from the dispatch station, where the dispatcher distributes the labels according to the picking styles used in the warehouse. If pickers are using a picking style that allows them to pack products into cartons during the picking process (see “Picking & Packing” on page 62), they also collect the appropriate number of shipping cartons required for the products and orders in the wave they will be picking, based on the number of labels or label types printed. For more information on picking/shipping labels, see “Label and Document Printing” on page 69.

Note: The dispatcher can unwave, cancel, or suspend a sales order at any time after it has been waved. For more information, see Chapter 2, “Processing Sales Orders” of “Using Web Dispatch”.

PICKING & PACKING

The picking and packing process is summarized in the following figure:

Picker begins picking order or batch

Action Order Status

BEING PICKED1

2Packer begins repacking cartons

BEING REPACKED

Picker picks last item in order, or packer packs last item in order

READY TO SHIP/RATING/READY TO UPLOAD

3



1: ORDER PICKING

Depending on the picking styles used in the warehouse, picking and packing are often done simultaneously. In fact, the regular picking style used in Sage Accpac WMS (called wave or progressive picking), consists of picking items directly into the cartons in which the products are to be shipped. In other picking styles, items are picked onto a cart or into totes (batch picking), and are packed in a separate step (see “Order repacking (optional)” on page 63). In any case, when the picker begins to pick an order or batch, the status of the sales order is BEING PICKED. During picking, pickers may also perform other functions, such as moving inventory, printing additional labels, and so on.

Most warehouses have procedures for dealing with the case that a picker encounters missing products for lines in an order s/he is picking. In some cases, the picker may simply skip or short the pick, continue to pick the rest of the order, and allow the order to be shipped without the missing items.

More typically, an order in this condition is suspended. The system may be configured to suspend the order automatically when the pickers shorts a pick, or this may be a manual process, whereby the picker alerts the dispatcher, who suspends the order in Web Dispatch. When the shortage is resolved and the picker is ready to resume picking the order, the dispatcher unsuspends the order so it can be re-released to the picking floor for completion, and it returns to the status of BEING PICKED.

Picking functions are described in Chapter 6, “Picking and Packing Orders” of “Using Sage Accpac WMS Handheld Functions”.

2: ORDER REPACKING (OPTIONAL)

Although Sage Accpac WMS favours a picking style that does not require a separate packing or repacking step, in some cases it may be more efficient to use a two-step system in which the picking and packing steps are split into separate processes. In these cases, a separate repacking step is used which consists of product picking items already collected (through batch picking) from carts or totes into final shipping cartons. If this step is used, when a packer product picks the first item into a shipping package, the order’s status reverts to BEING PICKED, or if configured by an end-of-line option (see “End-of-line processes” on page 64), BEING REPACKED.

P I C K I N G & P A C K I N G 6 3


In other cases, already-packed orders may need to be repacked for various reasons, such as damage to cartons, poor space utilization in the cartons, and so on. These re-packing functions are described in Chapter 7, “Repacking Orders” of “Using Sage Accpac WMS Handheld Functions”.

3: END-OF-LINE PROCESSES

Once an order is completely picked (and packed), various additional actions may be performed automatically, such as the printing of carton contents labels, packslips, and other documents, and even the rating/manifesting of the order by an integrated shipping system (see “Order rating, error correction, and re-rating (optional)” on page 67). These processes are determined by an end-of-line configuration that is applied to the order, based on the method used to ship the order.

Orders are now put into the status of READY TO SHIP or RATING, if any shipping processes need to be performed, or READY TO UPLOAD if no shipping processes are necessary (for example, for a pick-up order).

SHIPPING

Shipping processes will vary from warehouse to warehouse, and even from order to order, depending largely on two factors:

• the type of automated shipping system used in the warehouse, and the level of integration with Sage Accpac WMS, if any;

• the type of carrier that will be used to ship a given order, and the options configured for that carrier.

SHIP



Regardless of the contributing factors, the shipping process is generalized and summarized in the following figure.

Action Order Status

Shipper begins scanning cartons and/or recording shipment data

1

3

EXTERNAL

RATING Shipping system begins to rate/manifest cartons

An external process is executed and shipper marks it complete

READY TO UPLOAD

4

Shipper adds cartons to pallets

RECORD SHIPMENT

Manual and automatic shipping processes are completed WAITING

FOR BOL#

Dispatcher generates BOL for shipment

5

2

S H I P P I N G 6 5


1: CARTON SCANNING AND/OR SHIPMENT RECORDING (OPTIONAL)

After orders are completely picked, the cartons are sent to the shipping area, where they are weighed and scanned with the Carton Shipping function; and/or processed on a non-integrated shipping system; and/or processed in Sage Accpac WMS with the Record Shipment function. The Carton Shipping function is used to:

• Confirm that all cartons for the order have arrived in the shipping area.

• Weigh the cartons, and trigger rating and manifesting of the cartons by a shipping system, if one is used.

• Trigger other end-of-line processes, such as the printing of packslips, and so on.

• Perform a full-case pick from a zone where a label is printed for each case to be picked.

The Record Shipment function is used to:

• Manually record shipment information that has been collected from an external, non-integrated shipping system, or via a manual process.

• Trigger other end-of-line processes, such as the printing of packslips, and so on.

Both of these steps are optional if an integrated shipping system is used, weights have already been loaded for all products in an order, and your system is configured to automatically trigger the rating process directly after the order has been picked. If weights are not recorded for products, the Carton Shipping function is obligatory. The Carton Shipping function is described in Chapter 8, “Shipping Orders” of “Using Sage Accpac WMS Handheld Functions”.

SHIP



If a fully integrated shipping system is not being used, warehouse staff may or may not use the Carton Shipping function to weigh cartons, but will usually use the Record Shipment function to record order shipment details so that these can be uploaded to the host system. If a fully integrated shipping system is used, some warehouses still need to use the Record Shipment function to record shipment details of orders that cannot be processed by the shipping system. The settings for your implementation, as well as warehouse policy, will determine whether the Record Shipment step is required for all orders, some orders, or none at all. The Record Shipment function is described in Chapter 8, “Shipping Orders” of “Using Sage Accpac WMS Handheld Functions”.

While cartons are being scanned, or shipment information is being recorded, orders are placed into the status of RECORD SHIPMENT. Once cartons are scanned, the orders are placed in the status of RATING, if an integrated shipping system is rating the cartons; WAITING BOL#, if a bill of lading number is required for the order; EXTERNAL, if an external process is required for the order; or READY TO UPLOAD, if no additional processes are required (this status will not normally appear if your system is configured to automatically upload picking confirmations to the host system).

2: ORDER RATING, ERROR CORRECTION, AND RE-RATING (OPTIONAL)

For warehouses that use a fully integrated shipping system, product quantities and weights, as well as addressee, carrier, and service information, are automatically sent to the shipping system when the cartons are scanned in the Carton Shipping functions. (Orders may also be configured by an end-of-line process to be sent to the shipping system automatically after picking is complete, with no need for carton scanning.) The shipping system information calculates the actual costs for the cartons, selects the appropriate carrier, if rate shopping is enabled, and adds the order to a manifest. At this point the order is placed into RATING status.

SHIP

S H I P P I N G 6 7


If any errors are encountered by the shipping system either before or after cartons are scanned, warehouse staff must take appropriate action before the orders can be shipped. In some cases, this may simply involve the dispatcher correcting the errors in the order, or clearing the errors through Web Dispatch. In other cases, such as missing weights, shippers must use the Carton Shipping function to weigh the cartons, clear the errors, or re-rate the cartons. These additional carton shipping functions are described in Chapter 8, “Shipping Orders” of “Using Sage Accpac WMS Handheld Functions”. When the rating is successful, the order is marked as WAITING BOL#, if a bill of lading number is required for the order; EXTERNAL, if an external process is required for the order; or READY TO UPLOAD, if no additional processes are required.

Note The dispatcher can override, skip and even perform shipping processes from Web Dispatch. For more information, see Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”.

3: PALLET SHIPPING (OPTIONAL)

As many carriers, customers, host systems, or EDI systems only process shipments by pallet, warehouse staff may need to add cartons to pallets for final shipping, whether the pallets are actual physical pallets, or other containers identified by “virtual” pallet numbers. To do so, shippers use the Add to Pallet function to print pallet contents labels and associate cartons with pallets. This function is described in Chapter 8, “Shipping Orders” of “Using Sage Accpac WMS Handheld Functions”. End-of-line processes may also be configured to be triggered when cartons are added to pallets (see “End-of-line processes” on page 64).

SHIP



4: BILL OF LADING GENERATION (OPTIONAL)

If an order is being shipped by an LTL carrier, and requires a bill of lading to accompany it, the dispatcher must assign a bill of lading number to the order (this is done through the Ship action); or print a bill of lading and/or manifest in Web Dispatch (for information on these functions, see Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”). When the order has been assigned a BOL number, the status of the order is EXTERNAL, if an external process is required for the order; or READY TO UPLOAD, if no additional processes are required. End-of-line processes may also be configured to be triggered when a bill of lading is generated for an order (see “End-of-line processes” on page 64).

5: EXTERNAL PROCESSING (OPTIONAL)

If an external process is required for an order, such as a quality assurance inspection, the end-of-line configuration will require that the order be marked as having undergone this process before it can be shipped. To confirm that an external process has been performed, warehouse staff use the Mark External function, as described in Chapter 8, “Shipping Orders” of “Using Sage Accpac WMS Handheld Functions”. Once this function has been run, the order is placed in the status of READY TO UPLOAD. End-of-line processes may also be configured to be triggered when an external process is marked complete (see “End-of-line processes” on page 64).

LABEL AND DOCUMENT PRINTING

Sage Accpac WMS prints many different standard label types, at all points during the warehouse process cycle. For each label type, a format is also associated with it, which can be customized for each warehouse environment. Labels may be printed automatically according to your Sage Accpac WMS configuration, or manually through handheld printing functions. These handheld printing functions are described in Chapter 9, “Printing Labels” of “Using Sage Accpac WMS Handheld Functions”. Furthermore, many handheld functions, such as receiving, kitting, and putaway, automatically prompt the user to select labels to print, at the appropriate step of the process.

SHIP

L A B E L A N D D O C U M E N T P R I N T I N G 6 9


Sage Accpac WMS also interfaces with the Crystal Reports application to print paper packslips, invoices, and other documentation. Sage Accpac WMS also prints other file types, such as .RTF and .PRN, for invoices. Paper documents are always printed automatically on laser printers, at the process step determined by the end-of-line configuration used for the order.

The following table lists the label types and their variants, the point in the process cycle at which they are printed, and the method by which they are usually generated.

Label/Document Type

Description When produced... How generated...

Bin Small label containing human-readable bin number and barcode. Affixed to physical bins.

During initial warehouse setup or at any other time.

Manually from the handheld. See “Printing Bin Labels” in “Using Sage Accpac WMS Handheld Functions”.

Product/UPC (product unit)

Small (typically 1 x 1¼ inch) label with barcode and product or UPC/EAN number and description. Affixed to product units.

During receiving, kitting, and miscellaneous adjustment functions.

Manually, when prompted from the handheld.

During initial warehouse setup or at any other time.

Manually from the handheld. See “Printing Product (Unit) Labels” in “Using Sage Accpac WMS Handheld Functions”.

License Plate Generic label with barcode and license plate number. Affixed to license plates consisting of multiple units and/or multiple items.

During receiving, overstock and miscellaneous adjustment functions.

Manually from the handheld.



Price ticket Same as product label, plus customer-specific information such as selling price, comparison prices, etc. Affixed to product units or to cartons containing multiple units of product.

During picking. Automatically, if a specific product/price label is required for the order.

Overstock (case of product)

Generic label (typically 2 x 4 inch) with barcode, product description and quantity in package. Affixed to cartons containing multiple units of product.

During receiving, kitting, and miscellaneous adjustment functions.

Manually, when prompted from the handheld.

During initial warehouse setup, or at any other time.

Manually from the handheld. See “Printing Overstock (Case) Labels” in “Using Sage Accpac WMS Handheld Functions”.

Baggie Same as overstock label. Affixed to order shipment bags or containers containing multiple units of products too small to be labelled.

When order is picked. Automatically, if configured or manually from the handheld.

SCC-14 UCC-standard 2 x 4-inch label with barcode, product description and packsize (quantity in case). Affixed to cartons containing multiple units of product.

At any time. Manually from the handheld. See “Printing SCC-14 Barcode Labels” in “Using Sage Accpac WMS Handheld Functions”.

Label/Document Type




Putaway 2 x 4-inch label with product description, bin information and barcodes.

During any putaway functions (Direct Move In, Fill Bin, Receiving).

Manually, when prompted during the directed putaway function.

Letdown 2 x 4-inch label with overstock and pick bin locations for replenishment.

When a replenishment request is generated, by any means.

Automatically, if configured.

Assembly/Packaging 6 x 4-inch label listing all of the items/components in a kit/packaging item, plus the work order number, work area, and finished product number.

When work order or packaging order created in Web Order Entry are allocated.

Automatically.

When packaging order created from the Packaging Report is allocated.

Manually from the handheld. See “Reprinting ASN SSCC-18 Format Labels” in “Using Sage Accpac WMS Handheld Functions”.

Label/Document Type




Picking/Shipping A generic or UCC-standard 6 x 4-inch label with Ship From/To information, track-trace number, optional big number, and other optional information. Used to direct pickers, and affixed to shipping cartons for orders. Can be printed for cartons, pallets, or truckloads.

When order is waved Automatically, if configured, or manually, in Web Dispatch. See “Understanding and Modifying Wave Label Printing Options” in “Using Sage Accpac WMS Handheld Functions”.

For reprints only, at any time after an order is waved, or during Picking, Repacking, and Add to Pallet functions, according to the end-of-line configuration for the order.

Automatically, if used.

For reprints only, during Picking, Repacking, Carton Shipping, Add to Pallet functions, or at end of shipping process.

Manually from the handheld. See “Relabeling Cartons”, and “Reprinting Picking/Shipping Labels” in “Using Sage Accpac WMS Handheld Functions”.

Carrier-compliant picking/shipping

(SCCC-18 format)

Same as picking/shipping label above, with additional shipping information, such as the carrier, service, and account number.

See picking/shipping label above.


Label/Document Type




Customer-compliant picking/shipping

(SCCC-18 format)

Same as picking/shipping label above, but formatted according to customer standards. Also used as the basis of pallet labels, described below.



During Picking, Repacking, and Add to Pallet functions.

Manually, from the handheld. See “Adding Cartons to Pallets” in “Using Sage Accpac WMS Handheld Functions”.

Batch pick A list of items and quantities to pick for all orders in a wave. The picker manually writes in the quantities picked. Used to guide pickers in batch picking.

When order is waved. Automatically, if configured, or manually, in Web Dispatch. See “Understanding and Modifying Wave Label Printing Options” in “Using Sage Accpac WMS Handheld Functions”.

Pre-packslip List of items ordered, quantities picked, and prices for an order. Can be used as a packslip if no items are shorted by the picker.


Label/Document Type




Packing planner Shows the number of units and cube totals for each product class in the order. Used to help pickers select carton sizes for order shipments. This is especially useful for companies that have mixed types of products, where carton selection needs more information than cube. For example, if a company sells flags and flagpoles, shipping carton selection would need to consider dimensions as well as cube.

These labels are only populated if product classes are defined in the system configuration.


Pick ticket A list of products, quantities, and bin locations for each order in a wave. The picker manually writes in the quantity picked for each item. Used to help pickers make the transition to electronic picking.


Label/Document Type




Crystal pick ticket Crystal Reports template, with a list of products, quantities, and bin locations for each order in a wave. Used for scanner picking styles.


Packslip List of items ordered, quantities picked, and prices for an order. Affixed to or placed inside order shipping cartons.

During Picking, Repacking, Carton Shipping, Add to Pallet functions, or at end of shipping process, according to the end-of-line configuration for the order.


Paper packslip Crystal Reports template. Affixed to or placed inside order shipping cartons.

During Picking, Repacking, Carton Shipping, Add to Pallet functions, or at end of shipping process, according to an end-of-line configuration.


During the Carton Shipping function.

Manually, from the handheld.

At any time after an order is picked.

Manually from the handheld. See “Reprinting Paper Packslips” in “Using Sage Accpac WMS Handheld Functions”.

Label/Document Type




Carton contents List of items and quantities in the carton. Affixed to order shipment cartons.



At any time after order is picked.

Manually, from the handheld. See “Printing Single Carton Contents Labels” in “Using Sage Accpac WMS Handheld Functions”.

Numbered carton contents

List of items and quantities in the carton, barcode with container serial number, and number of cartons among total cartons. Affixed to order shipment cartons.




Manually from the handheld. See “Printing Numbered Carton Contents Labels” in “Using Sage Accpac WMS Handheld Functions”.

Label/Document Type




Carton summary List of cartons, lines, and units in an order.


Manually from the handheld. See “Printing Summary Labels” in “Using Sage Accpac WMS Handheld Functions”.

Pallet (store) Same as picking/shipping label but with different barcode number, which indicates it is a pallet instead of a carton. Used for a shipment addressed to a single store.



Pallet (mixed) Same as picking/shipping label but with different barcode number, which indicates it is a pallet instead of a carton. Used for a shipment addressed to multiple stores.



Pallet (truckload) Same as picking/shipping label but with different barcode number, which indicates it is a pallet instead of a carton. Used for a shipment containing a truckload of the same product.



Label/Document Type




Placard Numbered labels identifying pallets in a an order, with customer information.


Manually from the handheld. See “Printing Placard Labels” in “Using Sage Accpac WMS Handheld Functions”.

RMA Same as picking/shipping label but with RMA codes. Can be used by customers if they need to return part of the order.

When cartons are scanned in Carton Shipping.


Invoice, Customs documents, Shipping worksheet

Crystal Reports template or other print file.

During Picking, Repacking, Carton Shipping, Add to Pallet functions, or at end of shipping process, according to an end-of-line configuration.


Bill of lading Crystal Reports template or other print file. Lists the products and quantities, and customer PO numbers for all orders in a shipment. Used for orders handled by LTL carriers, or for orders destined to large retailers who require this documentation for receiving purposes.

After all shipping processes are completed.

Manually from Web Dispatch. See “Generating Bills of Lading and Manifests” in “Using Sage Accpac WMS Handheld Functions”.

Label/Document Type




Customer manifest Crystal Reports template or other print file. Lists the products and quantities, and customer PO numbers for all orders in a shipment. Used for orders handled by LTL carriers, or for orders destined for large retailers who require this documentation for receiving purposes.

After all shipping processes are completed.

Manually from Web Dispatch. See “Generating Bills of Lading and Manifests” in “Using Sage Accpac WMS Handheld Functions”.

ASN SSCC-18 Vendor created SSCC-18 shipping labels for cartons that your warehouse receives from this vendor. Each carton label is unique. When these labels are created, the carton information is captured in your Sage Accpac WMS database so that the labels can be read in your warehouse when the cartons arrive.

By vendor when preparing the cartons for outbound shipment

Can be reprinted during receiving in your warehouse.

Manually from the Sage Accpac WMS Vendor Portal.

Manually from the handheld during receiving in your warehouse.

Label/Document Type




The physical printers on which Sage Accpac WMS labels and paper documents are printed are determined by Sage Accpac WMS logical printers. While physical printers are identified by a number that is assigned during setup to each printer (label printers are numbered from 1 to 24; laser printers are numbered from 1 to 20), logical printers are defined according to the function they perform; that is, the types of labels or files they print. The following table lists Sage Accpac WMS’s logical printers and indicates the labels that each printer handles.

Logical Printer Labels Printed

Bin labels Bin labels

License plates

Product/UPC Product/UPC labels

Price tickets

Replenishment Letdown tickets

Receiving Overstock labels

SCC-14 labels

Putaway labels

Baggie labels

ASN SSCC-18 (reprint only)

Packing All Crystal Reports or other document files, including Crystal pick tickets, paper packslips, pallet placard labels, bills of lading, and manifests.



In the system configuration, logical printers are mapped to physical printers as global defaults or according to user ID, so that the printers to which print jobs are sent are determined by the users currently logged on.

However, dispatchers and handheld users can also change the pre-set mappings on-the-fly when printing specific labels. For information on printer reassignment from the handheld, see Chapter 9, “Printing Labels” of “Using Sage Accpac WMS Handheld Functions”. For information on printer assignment from Web Dispatch, see “Understanding and Modifying Wave Label Printing Options” and “Understanding and Modifying the Assembly Label Printing Option” of “Using Web Dispatch”.

Picking Assembly labels

Picking/shipping labels

Carrier-compliant picking/shipping labels

Customer-compliant picking/shipping labels

Pallet labels

Batch pick labels

Pre-packslip labels

Packing planner labels

Pick tickets

Baggie labels

Shipping Packslip labels

Carton contents labels

Numbered (N/M) contents labels

Carton summary labels

Order placard labels

RMA labels

Picking/shipping labels (reprint only)

Carrier-compliant picking/shipping labels (reprint only)

Logical Printer Labels Printed



WAREHOUSE/SITE TRANSFER

The warehouse transfer function lets you request the transfer of products from one warehouse site to another warehouse site, via a transit site. Sage Accpac WMS tracks the movement of goods out of the from warehouse, en route through a transit warehouse (for example, on the ‘water’, on the ‘road’, or in a temporary location), arriving at the to warehouse. The warehouse transfer function can also be used to support products sent out on consignment; for example, products are transferred from site A to another site on consignment, expecting the goods to be returned to site A. In this case, site A is both the ‘to’ and ‘from’ warehouse and the consignment site is the transit warehouse.

The warehouse transfer functionality uses transfer sales orders followed by transfer purchase orders to request and track the transfer of products from one site to another. This two-step transfer function mirrors the physical process of transferring product out of one warehouse and into another warehouse.

LOC

W A R E H O U S E / S I T E T R A N S F E R 8 3


The warehouse transfer process is summarized as follows:



1: TRANSFER SALES ORDER

Transfer sales orders initiate the warehouse transfer. They can be downloaded from the host system or they can be entered in Web Dispatch:

• Transfer orders that are downloaded from the host are sales orders with “sales order type” = “transfer”, and fields containing the from, to and transit warehouse information.

• You can create transfer orders using the Order Entry function in Web Dispatch.

The transfer sales order is used to pick and pack the items that will be shipped out of the ‘from’ warehouse. Transfer sales orders are processed similar to regular sales orders, except that when the transfer sales order is shipped out (to the transit warehouse), MT/SM (stock move miscellaneous transactions) or ST records are uploaded to the host. PC (pick confirmation) records are not uploaded to the host when a transfer sales order is completed.

2: TRANSFER PURCHASE ORDER

Your system can create a transfer purchase order automatically, or you can create a transfer purchase order manually:

• If configured to create a transfer purchase order automatically, when the transfer sales orders is shipped out of the ‘from’ warehouse (to the transit warehouse) and uploaded to the host, Sage Accpac WMS automatically creates a transfer purchase order with the same number as the transfer sales order. The transfer purchase order created results in ‘destruction’ of the transfer sales order, so that only one document for the transfer can exist at any one time.

• If configured to create a transfer purchase order manually, you can use the Create Transfer PO function on the handheld.

The transfer purchase order is used to receive the goods into the ‘to’ warehouse. Transfer purchase orders are processed similar to regular purchase orders, except that when the transfer purchase order is received (from the transit warehouse), MT/SM (stock move miscellaneous transactions) or ST records are uploaded to the host. RC (receipt confirmation) records are not uploaded to the host when a transfer purchase order is completed.

O/E

W A R E H O U S E / S I T E T R A N S F E R 8 5


NON-INTEGRATED (NON-SAGE ACCPAC WMS) WAREHOUSE SUPPORT

There are occasions when transfers are made to/from non-Sage Accpac WMS-controlled warehouses, or the non-Sage Accpac WMS-controlled warehouse is the transit warehouse (for example, a ship, rail car or truck). Warehouse transfers to/from non-Sage Accpac WMS-controlled warehouses are created and downloaded the same as transfers between Sage Accpac WMS warehouses. However, processing the transfers in Sage Accpac WMS is as follows:

• When a transfer is made from a non-Sage Accpac WMS warehouse, Sage Accpac WMS creates an auto-pick and then auto-uploads a MT/SM (or ST) record to update the inventory.

• When a transfer is made to a non-Sage Accpac WMS warehouse, Sage Accpac WMS creates an auto-receive and then auto-uploads a MT/SM (or ST) record to update the inventory.

TRANSFER CONFIRMATION RECORDS

To control the timing of uploading transfer orders to the host, a transfer confirmation (XC) record is sent when the last MT/SM (or ST) record has been written for the transfer order.

For a two-step transfer, there is an XC record when the picking side is complete and another XC record when the receiving side is complete. The XC records for the transfers remain in queue until manually posted, so the timing of posting to the host can be controlled. This is especially useful when involving non-Sage Accpac WMS-controlled warehouses in the transfer operation.

The transfer order number is contained in the MT/SM (or ST) records and is used for grouping inventory transactions related to a single transfer order.



INVENTORY CONTROL

Inventory control tasks include the following:

• Counting inventory

Counting inventory can consist of a full stock count, usually performed at initial setup and then on a perennial basis; or of cycle counts of sections of the warehouse, which are performed on a continuous basis. Cycle and full inventory counting functions are described in Chapter 10, “Counting Inventory”of “Using Sage Accpac WMS Handheld Functions”.

• Adjusting inventory

If your system is configured to use miscellaneous transactions, warehouse staff can use the Miscellaneous Adjustments function to account for changes to physical inventory that are not initiated by the host system, such as damage to goods, front counter sales, unforeseen item returns, and so on. The Miscellaneous Adjustments function is described in Chapter 11, “Adjusting Inventory” of “Using Sage Accpac WMS Handheld Functions”.

WAREHOUSE & PRODUCT MAINTENANCE

Warehouse and product maintenance functions may be performed at any point in the process cycle, by a supervisor or lead warehouse operator on the handheld, and, in some cases, by the dispatcher in Web Dispatch. These functions include the following:

• Adding, modifying, and deleting products from the system. This can be done through the Product Maintenance handheld function, or in Web Dispatch.

• Adding, modifying, and deleting kits from the system. This is done through Web Dispatch.

• Adding, modifying, and deleting packaging items from the system. This is done through Web Dispatch.

KIT

PACK

I N V E N T O R Y C O N T R O L 8 7


• For warehouses that use sticky homes, assigning or re-assigning products to pick bins, if necessary, through the Pickslots function on the handheld.

• Modifying default packsizes. This can be done through the Product Maintenance or Formal Packsizes handheld functions, or in Web Dispatch.

• For warehouses that use the min/max advance replenishment method (see “Replenishment” on page 53), setting minimum and maximum replenishment levels, through the Replenish Levels or Pickslots handheld functions.

• Creating product cross-references, through the Product Xref handheld function.

All handheld maintenance functions are described in Chapter 12, “Warehouse And Product Maintenance” of “Using Sage Accpac WMS Handheld Functions”. Web Dispatch maintenance functions are described in Chapter 10, “Editing Orders and Warehouse Data” in “Using Web Dispatch”.

REPLEN



4 GLOSSARY

A

ABC CODE

A code that specifies the total sales value of a product, calculated as the average number of units picked per day, times the unit cost. A, B, and C correspond to high-, medium-, and low-value product groupings, respectively. The code is calculated by the Calculate Demand Requirements function in RFBase on a nightly basis, and assigned to all products, according to location. See also reach code.

ABC COUNTING

The process of cycle counting products according to their A, B, or C groupings (see above).

ADJUSTMENT

A change (increase or decrease) in inventory, made as a result of a process other than receiving or picking. Adjustments can be made in two directions: as computer adjustments from the host system to Sage Accpac WMS, and as miscellaneous adjustments from Sage Accpac WMS to the host system. See also miscellaneous adjustment.

ADD TO PALLET

A handheld function that associates a shipping carton or cartons with a real or virtual pallet.

8 9


ADVANCE REPLENISHMENT

The process of requesting that inventory be replenished from overstock bins to pick bins before the products are actually required to fill sales orders. (Compare with hot replenishment). Warehouses will be configured to use of one two types of advance replenishment: min/max, or days on hand. Min/max replenishment is based on a predefined minimum quantity of product that must be in pick bins. Days on hand replenishment is based on a defined minimum number of days that the product must be available in pick bins. When a dispatcher runs the Advance Replenishment function in Web Dispatch, the system issues replenishment requests for any bins that are found to be below this minimum. Advance replenishment may be based on the minimum quantities of a product that should be stored in a bin, or by the minimum number of days that a product should be on hand in a bin. Advance replenishment may be based on the minimum quantities of a product that should be stored in a bin, or by the minimum number of days that a product should be on hand in a bin.

ALERT

A way of restricting the display of orders in the main tables of the Orders and Receiving modules in Web Dispatch, so that only orders of an urgent nature are shown. Alerts are custom-configured for your warehouse.

ALLOCATION

The process of assigning quantities of stock from pick bins to fill sales orders. In Sage Accpac WMS, orders are allocated automatically when sales orders are received from an accounting system, or when a dispatcher runs the Allocate function in Web Dispatch.

ASN

Advance Ship Notice. An EDI (electronic data interchange) transaction sent to a recipient in advance of a shipment, which lists the shipment’s contents and delivery information.

9 0 C H A P T E R 4


ASN RECEIVING

ASN receiving is an efficient way of receiving and checking-in goods by simply scanning the track-trace numbers on the cartons. ASN receiving requires shipping labels created using the Sage Accpac WMS Vendor Portal. Since these are labels created by the Vendor Portal, Sage Accpac WMS can identify the all the information about the contents of the carton from the track-trace number.

ASN SSCC-18

ASN Track-Trace (SSCC-18) numbers/labels printed by your suppliers/vendors using Sage Accpac WMS Vendor Portal. When SSCC-18 labels are generated through the Sage Accpac WMS Vendor Portal, your Sage Accpac WMS database captures all the required information for each carton, providing your Sage Accpac WMS with an electronic notification of the inbound shipments and it contents, similar to receiving an ASN EDI.

ASSEMBLY

See kit.

ASSEMBLY LABEL

A label listing the products, quantities, and work area for kits to be built. Assembly labels are automatically printed when kit orders are allocated.

ASSIGN PICKBINS

A handheld function that assigns products to sticky homes. This function is also known as Pickslots.

9 1


ATTRIBUTE

A characteristic of a product that differentiates it from other products of the same type. Most commonly used attributes include the lot number, serial number, color, size, and so on. A non-unique attribute is an attribute that can apply to multiple units of the same product, such as a lot number. A unique attribute is an attribute that is different for each unit of a product, such as a serial number. The attribute number appears in a field after the main product number, separated by a character delimiter such as a slash (/).

B

BACK ORDER

An additional order generated for products that are missing on purchase or sales orders.

BATCHPCK

A temporary virtual bin used by Sage Accpac WMS to identify stock that has been batch picked and is waiting to be packed into cartons. See also system location.

BATCH PICKING

A process in which pickers pick all the products required for multiple orders before packing the products into shipping cartons. Often used in conjunction with product picking; see product picking.

BIG NUMBER

A number from 1 to 99 printed in large type on picking/shipping labels, to help identify multiple cartons in an order during picking.

9 2 C H A P T E R 4


BIN

A bar-coded location in a warehouse where a product is stored. Also referred to as a pickbin, slot, or pickslot.

BIN LABEL

A barcoded label attached to a storage bin, with a human-readable number also printed on it.

BIN TYPE

A designation applied to groups of bins, which determines the kinds of products that can be stored in them. The bin types are: dedicated (D), which can store only a single product in a single packsize; non-dedicated (N), which can store multiple products, each in a single packsize; random (R), which can store a single product in multiple packsizes, and carton (C), which can store multiple products in multiple packsizes. D, N, and R bins are used for picking, while C bins are used for storing bulk quantities of product.

BOL

Bill of Lading. A document containing an itemized list of goods contained in a shipment, provided by a carrier on behalf of a supplier and used to acknowledge receipt by a recipient. Web Dispatch can create a bill of lading, which is printed as a Crystal Report file.

BOOK QUANTITY

The amount of product the system expects to find in a bin. Compare with count quantity.

BUILD-TO-ORDER

A type of kit order in which the finished goods — typically, special-order or customized goods — are shipped to a customer as soon as the kits are built. When the inventory is updated, the kit items are shown as picked products.

9 3


BUILD-TO-STOCK

A type of kit order in which the kits are returned to inventory as new products when they are built. When the inventory is updated for build-to-stock kit orders, the kit items are shown as miscellaneous adjustments.

BUILD KITS

A handheld function that creates a build-to-stock work order.

BULK

See overstock.

C

CALCULATE DEMAND REQUIREMENTS

A function in RFBase that calculates the velocity of every product in every location, based on the number of picks uploaded during the previous month. The function calculates days on hand values used in directed putaway and advance replenishment (number of units picked); reach codes (number of lines picked); size codes (number of lines picked times cube); and ABC codes (number of units picked times unit cost). See also ABC code, advance replenishment, reach code, size code.

CARRIER

An external commercial party that transports a shipment.

CARTON

A container (typically a cardboard box) in which products may be received, or into which an order is packed.

9 4 C H A P T E R 4


CARTON BIN

A bin normally used to store bulk quantities of products. Picking is not normally performed from carton bins.

CARTON NUMBER

A 9-digit number used to identify a shipping carton in an order, and printed and barcoded on picking/shipping labels. This number is part of a SSCC-18 track-trace number, and begins with 1000…See also track-trace number.

CARTON PICKING

The process of picking full caseloads of products from overstock bins for shipment to customers. Carton picking is usually accomplished without the handheld, but with the help of a printed ticket listing the products required, and their bin locations.

CARTON RECEIVING

The process of receiving products into the warehouse by full caseloads rather than by units.

CARTON SHIPPING

A handheld function that weighs shipping cartons, exchanges data with an integrated shipping system, displays any special messages to the user, and reports the cartons’ shipping status. It is also used to record full-case picks performed without a handheld.

CLIENT

In a third-party logistics or multi-company operation, the owner of the products. The client name (or number) is identified in the first attribute field of the product number.

9 5


COMPLIANCE LABEL

A type of picking/shipping label that conforms to major retailers' standards for format, size, and barcode length/type.

CONSOLE

A character-based user interface used by computers and other electronic hardware. In Sage Accpac WMS, it is the RFBase interface that administrators can use on a PC to access Sage Accpac WMS warehousing functions.

CONSOLIDATION

Stock consolidation allows stock with different receipt dates, from different purchase orders, or with other different attributes, to be stored in the same bin together. Order consolidation allows picked orders for the same customer and shipping address to be combined into a single shipment to take advantage of reduced shipping rates.

CONSOLIDATION NUMBER

A unique number applied to several orders that have been consolidated into a single shipment by a shipping system. This number can also be applied to orders in the Web Dispatch. See also track-trace number.

CONTAINER RECEIVING

The process of receiving products into the warehouse according to the container in which multiple purchase orders from the same vendor have been shipped together. Compare with PO receiving.

CONTENTS LABEL

A shipping label attached to a shipping carton, listing the products contained within.

9 6 C H A P T E R 4


COUNT QUANTITY

The actual number of products in a bin. Compare with book quantity.

COURIER MANIFEST

See manifest.

CROSS DOCKING

Cross docking is a process whereby products arriving at the warehouse are unloaded and immediately sent out to fulfill waiting sales orders. Cross-docking operations may require a staging areas where inbound products are sorted, but otherwise the need for warehouse processing and storage is eliminated.

CROSS-REFERENCE

An alternate number, usually a barcode, that can be used to identify a product in Sage Accpac WMS handheld functions. A cross-reference is usually the SKU used by the vendor of the product.

CUBE

The measurement of a product, based on the three dimensions of a product: height, width, and depth. Sage Accpac WMS records products’ cubes to help the warehouse estimate the space required in storage bins, shipping cartons, and delivery trucks. The cube can be pre-loaded (for example from data provided by the manufacturer) or it can be added at receiving the first time the item is received. Sage Accpac WMS keeps cube for a packsize of 1, and multiplies up for larger pack sizes. The unit of measure is arbitrary but must be the same for all items in the inventory. Most companies use cubic feet as that is what the carriers are expecting.

The cube of an order is the sum of the values in the cube field for each item (times the quantity) on the order.

9 7


CUSTOMER MANIFEST

See manifest.

CYCLE COUNT

The process of counting inventory in bins on a regular basis, such as weekly. Cycle counting is usually performed on selected ranges of bins at a time, and may be done concurrently with other warehousing activities. Compare with full count.

D

DAYS ON HAND

The number of days the system expects a product to be available in the warehouse, based on the product’s velocity calculation. See also velocity.

DAYS ON HAND REPLENISHMENT

See advance replenishment.

DEDICATED BIN

A pick bin in which only one product, in one packsize, may be stored.

DIRECT MOVE

A handheld function for moving inventory within the warehouse. Direct Move usually consists of two separate steps to move products out of one bin and into another.

9 8 C H A P T E R 4


DIRECTED PUTAWAY

A feature that allows a putaway driver to search for an appropriate bin to which to move a product during Receiving, Fill Bins, and Direct Move functions. Suggestions provided to the user are based on empty bins, or current bin locations.

D-N-R BINS

Dedicated, non-dedicated, or random bins. These bins are usually designated as pick bins, as opposed to carton (C) bins, which are used for storage of bulk product only.

DOWNLOAD

The transfer of information from the host system to Sage Accpac WMS.

E

EAN

European Article Number. A Europe-based organization that maintains international barcoding standards, in cooperation with the UCC. See also UCC™.

EDI

Electronic Data Interchange. A system for transmitting information between trading partners over private computer networks.

END-OF-LINE

A set of automatic processes that are to be executed once a sales order is picked, including the printing of labels or other documents, the triggering of integrated shipping system processes, and other functions.

9 9


EXTENDED PRODUCT

A product that uses attributes, such as lot numbers. See also attribute.

F

FIFO

First-in-first-out. A method of stock rotation, in which the first items to be received are the first ones to be picked/shipped. Compare with LIFO.

FILL BINS

A handheld replenishment function that moves products let down from overstock bins into pick bins. See also Letdown Stock.

EXTENDED PRODUCT

A product with attribute modifiers. For example, product LF60011/A1101 is a product with lot numbers, where A1101 is the lot number.

FILTER

A way of restricting the display of orders in the main tables of the Orders and Receiving modules in Web Dispatch, so that only orders of an urgent nature are shown. Filters must be custom-configured for your warehouse.

FULL COUNT

The process of physically counting all bins in a warehouse. Full counts are usually performed on a yearly basis, and require that the system be shut down. Compare with cycle count.

1 0 0 C H A P T E R 4


FULL-SIDE LABELING

See labeling patterns.

H

HANDLE

A name applied to an order or group of orders to help a user more easily identify and search for them in Web Dispatch.

HANDLE CODE

A code that specifies how a product is to be handled. For example, a common handle code is “hazmat” for hazardous materials. Handle codes may be defined for bins in the RULES table to ensure that products are stored in the appropriate bins.

HOST SYSTEM

The computer accounting/financial/order-entry system that exchanges data with Sage Accpac WMS. Examples of host systems are ACCPAC, Microsoft Great Plains, Best MAS 90/200/500.

HOT PICK

An order marked to be picked before all of the other orders in the system.

HOT REPLENISHMENT

A process of requesting that inventory be replenished to pick bins to meet current sales order requirements. Hot replenishment requests are issued automatically when a sales order is allocated and held for replenishment. Compare with advance replenishment.

1 0 1


I

INTERFACE

A software that allows information to be transferred between a host system and Sage Accpac WMS.

K

KIT

A product composed of a number of other products, sold as a single unit. Also known as an assembly.

KIT-ON-THE-FLY

A work order created on the host system that is automatically exploded into component parts when it is downloaded into Sage Accpac WMS. The component parts are then picked as in a regular sales order, and no kitting processes are required. Also known as “explode-on-download”.

KITTING

The process of collecting and assembling individual products together to create a new, saleable product unit.

1 0 2 C H A P T E R 4


L

LABELING PATTERNS

A method of labeling bins in the warehouse that determines the alpha/numeric sequence of the bins. The two common labeling patterns are: full side, in which bins are labeled sequentially lengthwise down the side of an aisle, and continue on the other side of the aisle; and serpentine, in which bins are labeled sequentially widthwise from side to side in an aisle, in a zigzag fashion. Labeling patterns have a great impact on how picking is performed in the warehouse.

LETDOWN STOCK

The handheld replenishment function that removes stock from overstock bins, eventually to be moved to pick bins. See also Fill Bins.

LIFO

Last-in-first-out. A method of stock rotation, in which the last items to be received are the first ones to be picked/shipped. Compare with FIFO.

LICENSE PLATE

A license plate is a unique number from 9-20 characters, which is associated with specific products in a specific bin. License plates provide an effective way of grouping together products, and identifying and tracking those products in the warehouse.

LOCATION

A physical building, such as a depot or warehouse, in your distribution centre. A single Sage Accpac WMS installation may be used to manage multiple locations. Compare with warehouse.

1 0 3


LOGICAL PRINTER

A printer identified by its function, that is, the types of labels it prints. The logical printers in Sage Accpac WMS are Product/UPC, Receiving, Bin Labels, Picking, Packing, and Shipping.

LTL

Less-than-truckload. A small shipment that does not fill the truck, or a shipment of sufficient weight to qualify for a truckload quantity discount.

M

MANIFEST

A document that lists in detail all the bills of lading issued by a carrier for a specific voyage, with a detailed summary of the total cargo of a vessel. A courier manifest lists all the cartons picked up by a carrier. A trailing, customer, or store manifest lists all the cartons being shipped to a customer, and the purchase orders with which they are associated.

MANIFESTING

The process of adding orders/shipments to a carrier or customer manifest.

MARK EXTERNAL

A handheld function that marks a shipment as having completed an external process, and ready to go out the door. The external process is usually a manual process, such as a quality assurance inspection.

MEMO

See miscellaneous adjustment.

1 0 4 C H A P T E R 4


MIN/MAX LEVELS

See replenishment levels.

MIN/MAX REPLENISHMENT

See advance replenishment.

MISCELLANEOUS ADJUSTMENT

A change made to the inventory to reflect additions or removals of stock from the warehouse for various reasons other than picking or receiving. In Sage Accpac WMS there are several categories of adjustments, which may or may not update the inventory of the host system as well.

MISCELLANEOUS TRANSACTION (MT) RECORD

The data that is uploaded to the host system whenever a miscellaneous adjustment, cycle count, non-PO receipt, memo or other miscellaneous transaction that is configured to notify the host system, is performed in the warehouse. For transactions that affect the inventory count, a negative or positive quantity is noted for the relevant product(s).

MIXED PALLET

See pallet.

N

NON-DEDICATED BIN

A pick bin which can store multiple products, but each product must only be stored in a single packsize.

1 0 5


NON-PO RECEIVING

The process of receiving products into the warehouse that do not appear on a purchase order. Compare with PO receiving.

NUKE

A Web Dispatch action that removes a sales order from the normal processing sequence, by either marking it complete, or deleting it from the system.

O

ONE-STEP DIRECT MOVE

A handheld function that allows warehouse staff to move stock out of one bin and into another in a single step.

ONE-SCAN PICKING

An “extreme” method of picking in which pickers only need to scan a single carton in an order, without scanning products or identifying quantities picked. The single scan marks the order as picked.

ONE-STEP PUTAWAY

See One-Step Direct Move.

ONE-STEP REPLENISHMENT

A handheld function that allows warehouse staff to let down stock and fill bins in a single step.

1 0 6 C H A P T E R 4


ORDER PICKING

A picking method in which pickers pick all of the products for one order at a time, rather than for all orders in a wave simultaneously.

OVERSTOCK

An area in the warehouse in which products in bulk quantities are stored. See also carton bin.

OVERSTOCK LABEL

A barcoded label affixed to a bulk case of products, listing the product and quantities contained within. Used for identification within the warehouse.

P

PACK AND HOLD

A Web Dispatch operation that releases a partially-allocated order to allow the available items to be picked, while waiting for the missing items to become available.

PACKAGING

The process of repackaging units into larger packsizes for sale to customers, according to the calculated velocity of each formal packsize. The packaging handheld processes are the same as those used for kitting. See also velocity, packsize.

PACKAGING ITEM

A product defined in the Sage Accpac WMS database that can be a candidate for packaging orders.

1 0 7


PACKAGING ORDER

An order that specifies the packsizes and quantities to build of a packaging item. Packaging orders are created in Web Dispatch.

PACKING

The process of putting products into cartons or totes for shipping.

PACKLANE

The number given to a laser printer used by Sage Accpac WMS to print Crystal Report files. The number may or may not correspond to an actual packing lane in the warehouse.

PACKSIZE

The number of product units in a saleable package. Sage Accpac WMS supports up to five default or formal packsizes, plus an infinite number of additional sizes. Also known as Q per P.

PACKSLIP

A paper list that itemizes, by carton, the products that have been picked and packed for an order. Also used in Sage Accpac WMS to refer to a sales order.

PALLET

A wood or plastic platform on which products are stored, and which normally has slots in which the forks of a forklift can be inserted. In Sage Accpac WMS, a pallet may or may not correspond to a physical pallet, but may simply refer to a collection of multiple products or cartons of products. Sage Accpac WMS distinguishes between three types of pallets used for shipping purposes: store, addressed to a single customer location; mixed, addressed to multiple locations for the same customer; and truckload, containing a truckload quantity of a single product.

1 0 8 C H A P T E R 4


PALLET MOVE

A handheld function that moves multiple products simultaneously within the warehouse.

PERMISSION

The ability to access a particular handheld or Web Dispatch function, as defined by configuration rules. There are over forty different permissions in Sage Accpac WMS that control access to various functions. See also privilege level.

PICK

A single line on a sales order.

PICK BIN

A bin from which products may be picked to fill sales orders. Also referred to as a D-N-R location. Compare with carton bin.

PICK CONFIRMATION (PC) RECORD

The data that is uploaded from Sage Accpac WMS to the host system once a sales or kit order has been completely picked and shipped. Besides picking quantities, the record contains any shipping information that has been obtained for the order.

PICKING

The process of removing products from bins to fill sales orders. In Sage Accpac WMS, products are normally picked and packed into shipping cartons simultaneously. The basic process consists of being directed to the bin to pick a product, scanning the product’s barcode label, scanning the picking/shipping label of the carton into which the product was packed, and entering a quantity picked. Many variations of this process are supported as different picking styles.

1 0 9


PICK TICKET

A label or paper document that itemizes the products to be picked and packed for an order.

PICKING/SHIPPING LABEL

A barcoded label generated by Sage Accpac WMS to be affixed to shipping cartons in an order. Picking/shipping labels are normally generated for each carton in an order, and are scanned during the picking process and various other handheld functions. Picking/shipping labels may also be carrier- or customer-compliant, or follow the SSCC-18 standard.

PICKSLOT

See pick bin.

PICKSLOTS

See Assign Pickbins.

PICKUP NUMBER

See shipment number.

PIVOT

A way of organizing the data displayed in the main orders tables of the Orders and Receiving modules in Web Dispatch, according to various criteria.

PLACARD LABEL

A shipping label or paper document attached to pallet-load shipments, listing the products and quantities contained on the pallet.

1 1 0 C H A P T E R 4


PO RECEIVING

The process of receiving products into the warehouse according to the purchase orders on which they appear. Compare with non-PO receiving.

PRICE TICKET

A label affixed to a product unit during picking that includes the item’s retail price.

PRINT REDIRECT

A handheld function that allows users to send print jobs to another label printer or laser printer in the warehouse for as long as they are logged on to Sage Accpac WMS. See also logical printer.

PRIORITY

A number from 1 to 9 assigned to sales or work orders, to indicate the sequence in which they should be processed. Nine is the highest priority; zero is the lowest.

PRIVILEGE LEVEL

A set of permissions assigned to a user to control the handheld or Web Dispatch functions that s/he can access. Up to nine different privilege levels may be configured for your system.

PROCESS FLAG

A step required to be performed for a sales order according to an end-of-line configuration. See also end-of-line.

PROCESS STEP

The status of a sales, kit, or purchase order, as it is processed through the warehouse.

1 1 1


PRODUCT LABEL

A barcoded label affixed to a product unit, usually including its number or SKU, and UPC.

PRODUCT MAINTENANCE

A handheld function that allows products to be added, modified, and deleted.

PRODUCT PICKING

A picking method in which the picker tells the system which product s/he wants to pick, and then enters the carton number and quantity for the product. Often used in conjunction with batch picking; see batch picking.

PULL KITTING

A handheld function that identifies the quantities of kits built and may close out a kit order for upload to the host system.

PUTAWAY

The process of moving received or returned goods to a storage area.

PUTAWAY TICKET

A printed label that identifies products, quantities and the bin locations to which they should be put away. This label can be printed during directed putaway in the Receiving, Fill Bins, and Direct Move functions on the handheld.

1 1 2 C H A P T E R 4


Q

Q PER P

Quantity per pack. See packsize.

QUICK CONTAINER RECEIVING

Quick container receiving is a efficient way of receiving containers into the warehouse. The receiver can check in an entire container or purchase order with one scan, rather than going through all the products in the shipment.

R

RANDOM BIN

A pick bin that stores a single product in multiple packsizes.

RANDOM RECEIVING

When products, or groups of products, arrive at the warehouse, you can receive the products against any open purchase order.

RANDOM SLOTTING

A stock rotation method in which products do not need to be stored in the same bins over time. Instead, the system determines the best bin for products according to various criteria. Also known as pick-to-empty.

1 1 3


RATE SHOPPING

A feature offered by integrated shipping systems, which determines the carrier and service level for a shipment by searching for the lowest rate among all carriers defined in the system.

RATING

The process of applying the shipping cost to a carton. If an integrated shipping system is used, it automatically determines the cost of each carton in an order. Otherwise the rate must be entered into Sage Accpac WMS manually.

REACH CODE

A code that specifies the height of bins, with codes of A, B, and C designating easily-reachable bins used for faster-selling products, medium-accessibility bins for medium-selling products, and more difficult-to-reach bins used for slower-selling products, respectively. Reach code is calculated as the average number of lines picked per day for each packsize of a product for the previous month, by the Calculate Demand Requirements function in RFBase. A code of A, B, or C is assigned to each product/packsize in each location. (Note that the reach code for a given product may be different from its size code and ABC code.) Reach codes may be defined for bins in the RULES table to ensure that products are stored in the appropriate bins. See also velocity, ABC code, size code.

RECEIPT CONFIRMATION (RC) RECORD

The data that is uploaded from Sage Accpac WMS to the host system once a purchase order has been received and closed. The record contains the products and quantities that were actually received.

RECORD SHIPMENT

A handheld function that allows the user to manually record various details pertaining to order shipments. This information may or may not be obtained from a non-integrated shipping system.

1 1 4 C H A P T E R 4


RECOUNT

The process of recounting specific bins that showed discrepancies between the quantity of product reported by a user during a full count, and the quantity the system expected to find in the bin. See also full count.

REPACKING

The process of moving part, or all, of the contents of a packed carton into a different or additional cartons for shipping.

REPLENIS

A temporary virtual bin used by Sage Accpac WMS to identify stock that has been let down from overstock and is ready to be moved into pick bins. See also system location.

REPLENISHMENT

The process of moving stock from bulk storage to pick bins, to ensure that sufficient stock is available to fill sales orders. Replenishment normally consists of two separate steps to let down products from overstock and fill pick bins. See also advance replenishment and hot replenishment.

REPLENISHMENT GROUP

A set of replenishment requests that have been grouped together by the Web dispatcher during allocation, and that are identified by the name assigned to the group. The groups are displayed in the Letdown Stock by Bulk Location function on the handheld. By default, advance replenishment requests are assigned to the group ADVANCE, and replenishment requests for kit orders are assigned to a group identified by the work order number.

1 1 5


REPLENISHMENT LEVELS

Minimum and maximum quantities defined for each product for specific pick bins, or for all pick bins in the warehouse. These levels determine whether the bins need to be replenished when the Advance Replenishment function is run in Web Dispatch, and the amount of stock that needs to be replenished. Replenishment levels are set by the Replenish Levels or Assign Pickbins handheld functions.

REPLENISHMENT REQUEST

A system-issued request for stock to be let down from overstock and moved to pick bins. Replenishment requests are always generated electronically in the following circumstances: when allocation is run in Web Dispatch and sales orders require product from overstock; when work orders are allocated; when the advance replenishment function is run in Web Dispatch; and when a user creates a replenishment request from the handheld. When a replenishment request is generated, letdown tickets, which list the products, quantities, and overstock bins from which the stock is to be moved, may also be printed automatically.

RESERVING STOCK

The process of marking stock as unavailable to be allocated to sales orders. Reserving stock can only be done through the handheld by a user with privileges.

REVERSE KITTING

Reverse kitting is a function that lets you disassemble kits that were built previously using Sage Accpac WMS kitting.

REVERSE PICKING

A picking process that begins at the bin with the highest bin number and ends at the bin with the lowest bin number.

1 1 6 C H A P T E R 4


RFBASE

The server application that controls all Sage Accpac WMS functions, as well as the server-based Console user interface, which simulates an RF handheld. RFBase is only accessible from server machines, and is used by system administrators to perform system setup or exceptional functions.

RMA

Returned Materials Authorization. A code that allows customers to return products to the warehouse. The RMA number is associated with a purchase order that is generated in the warehouse for the goods to be returned.

S

SALES ORDER BY WALKING AROUND (SOBWA)

A sales order that is entered through the handheld, usually for a customer who is picking up the goods in person at the distribution centre.

SCANNER PICKING

A picking method that requires you scan each product unit individually before packing it. This method is typically (although not required to be) used in conjunction with batch picking, as it allows you to select the products from a previously-picked collection of items, and then scan each product/packsize (quantity of one unit per scan) as you put them in the carton: see batch picking.

Scanner picking is also referred to as supermarket picking because it is similar to a supermarket check-out line, where each individual product in the order is scanned separately.

SEQUENTIAL ZONE PICKING

See zone picking.

1 1 7


SERPENTINE LABELING

See labeling patterns.

SCC-14

Shipping Container Code. A UCC/EAN-standard 14-digit barcode assigned to a particular product, and printed on labels affixed to the packages or cartons in which the products are shipped. All identical products in the same package quantity are assigned the same number. The SCC-14 number can be printed as soon as the product is manufactured, is not associated with a particular destination or purchase order, but is used mainly for inventory control purposes. Compare with SSCC-18.

SHIP CODE

A code used by a shipping system to designate carriers and service types.

SHIP VIA

The carrier or service used to ship picked sales orders.

SHIPMENT NUMBER

A unique number assigned to a shipment. The same number is typically used for all items/cartons in a shipment, in order to identify them as part of that shipment. Also known as a Pro number, waybill number, or manifest number.

SHIPPING SYSTEM

A computer-based system that processes shipments to be handled by an outside carrier. Sage Accpac WMS supports several shipping systems, at differing levels of integration, including UPS Worldship, ClipperShip, and others.

1 1 8 C H A P T E R 4


SHORT

A line item on a sales order for which there is not enough stock in the warehouse to fill the order.

SHORTING

The process by which a picker or dispatcher allows an order to be shipped even though there is not enough stock to complete a pick and the order cannot be filled in its entirety.

SIMULTANEOUS ZONE PICKING

See zone picking.

SINGLE HOMES

An inventory method in which one product can only be stored in one pick bin in the warehouse at a time.

SITE TRANSFER

See warehouse transfer.

SIZE CODE

A code that specifies the dimensions (cube) of a product, with codes of A, B, and C designating large-cube products, medium-cube products, and small-cube products, respectively. Size code is calculated as the average number of lines picked per day for each packsize for the previous month, by the Calculate Demand Requirements function in RFBase, which then applies an A, B, or C value to each product/packsize in each location. (Note that the size code for a given product may be different from its reach code and ABC code.) Size codes may be defined for bins in the RULES table to ensure that products are stored in the appropriate bins. See also velocity, ABC code, reach code.

1 1 9


SKU

Stock-keeping unit. The identification of a product by number. In Sage Accpac WMS, SKU usually refers to the product identifier used by a customer.

SSCC-18

Serial Shipping Container Code. A UCC/EAN-standard 18-digit code, barcoded in labels affixed to shipping cartons or containers. The SSCC-18 is different for each carton and is used to track cartons containing custom quantities of mixed products. Compare with SCC-14 and ASN SSCC-18.

STICKY HOMES

An inventory method in which a bin is always associated with a product and packsize that has been stored in it. The system remembers the bin-product association, and reports on it during various handheld functions.

STORE

A physical location, such as a retail outlet or depot, to which you ship orders for a specific customer. A single customer may have several stores to which orders are shipped.

STORE PALLET

See pallet.

SUSPEND

A Web Dispatch action that puts an order on hold, so that it cannot be processed any further in Sage Accpac WMS.

1 2 0 C H A P T E R 4


SUBSTITUTE

An item chosen to replace another item that was requested on order but is not in stock. Using a substitute will allow you to complete an order, and save your customer from having to wait to receive products.

SYSTEM BINS

System bins, are used by the Sage Accpac WMS software for special purposes such as warehouse transfer. They contain multiple products in multiple packsizes. These are non-pickable bins.

SYSTEM LOCATION

A temporary virtual bin used by Sage Accpac WMS to identify stock that is in transit in the warehouse. The default system locations used are BATCHPCK, where products are located once they have been batch picked and are waiting to be packed into shipping cartons; REPLENIS, where products are located once they have been let down and are waiting to be moved to pick bins; and TRANSIT, where products are located once they have been direct-moved out of a bin and are waiting to be moved into another bin. Other custom system locations may also be defined for your warehouse.

T

TELNET

A protocol that allows for communication between remote computers over the Internet. In Sage Accpac WMS, Telnet is used by handhelds or PCs to communicate with the central RFBase program that controls all Sage Accpac WMS operations.

1 2 1


THIRD-PARTY LOGISTICS

The process of outsourcing most, or all, of a company's logistics operations to a specialized company. Also known as 3PL.

TL

Full truckloads.

TOTE

A plastic, permanent container into which products may be picked and shipped.

TRACK-TRACE NUMBER

A unique number that is printed and barcoded on picking/shipping labels for every carton or pallet in an order. It can be a standard 18-digit number consisting of a shipper’s manufacturing ID, a 9-digit container number, and additional digits (see SSCC-18); or a carrier-specific tracking number.

TRAILING MANIFEST

See manifest.

TRANSIT

A temporary virtual bin used by Sage Accpac WMS to identify stock that has been moved out of pick bins and is ready to be moved into other pick bins. See also system location.

TRUCKLOAD PALLET

See pallet.

1 2 2 C H A P T E R 4


U

UCC™

Uniform Code Council. A U.S.-based organization that maintains international barcoding standards, including the Universal Product Code (UPC), and many others.

UNALLOCATE

A Web Dispatch action that removes product reservations from sales orders.

UNSUSPEND

A Web Dispatch action that restores suspended orders to normal processing by Sage Accpac WMS.

UNWAVE

A Web Dispatch action that removes sales orders from existing waves.

UPC

Universal Product Code. A UCC/EAN-standard 12-digit barcode assigned to a particular product, and printed on labels affixed to the product itself. The UPC number is printed during manufacturing, and is not normally used for inventory control purposes. Compare with SCC-14.

UPLOAD

The transfer of information from the Sage Accpac WMS to the host system.

1 2 3


V

VENDOR PORTAL

The SAGE ACCPAC WMS Vendor Portal is a web-based tool for your vendors/suppliers to create compliant labels through your SAGE ACCPAC WMS system. Using the vendor portal, your vendors can print unique shipping labels for the cartons they send to your warehouse.

VELOCITY

The rate at which a product is sold. This may be calculated as the number of lines of a product picked per day, or as the number of units picked per day, over a specific period of time. A product’s velocity can be categorized as high (A), medium (B), or low (C). The Calculate Demand Requirements function in RFBase calculates the velocity of all products in all locations for the previous month. See also ABC code, reach code, size code.

W

WAREHOUSE

A virtual location in a distribution centre, used by the accounting system to identify where inventory may be stored and picked.

WAREHOUSE TRANSFER

The warehouse transfer function, also referred to as site transfer, lets you request that products be transferred from one warehouse site to another warehouse site, via a transit site. Sage Accpac WMS tracks the movement of goods out of the from warehouse, en route (for example on the ‘water’, on the ‘road’, or in a temporary location) in a transit warehouse, arriving in the to warehouse. The warehouse transfer function can also be used to support products sent out on consignment.

1 2 4 C H A P T E R 4


WAVE

A group of sales orders or purchase orders. A wave can consist of just one order from a single customer or several orders from a variety of customers. Waves help to pick or receive orders more efficiently, as multiple orders may be processed at the same time. Also the name of the Web Dispatch function that creates waves.

WAVE NUMBER

A number, from 1000 to 999,999, applied to all the orders in the same wave.

WAVING

The process of grouping sales orders and releasing them to pickers to be picked. Waving orders may be done from Web Dispatch, or from the handheld, if the system is configured to allow pickers to do so.

WEB DISPATCH

The graphical, browser-based Sage Accpac WMS application used by warehouse managers or supervisors to manage warehouse processes and personnel.

WEB WORKSTATION

An application that lets warehouse users access warehouse handheld functions from a web browser on PC.

WMS

Warehouse Management System. Computer software that manages the movement and storage of materials throughout the warehouse.

WORK AREA

An area in the warehouse used for building kits.

1 2 5


WORK ORDER

An order for a kit to be built and, optionally, shipped to a customer. See also build-to-order and build-to-stock.

WRITE ORDERS

A handheld function that creates sales or work orders from the handheld.

X

XREF

See cross-reference.

Z

ZONE

An area in the warehouse in which different activities are typically performed. These zones may be actual physical areas, such as a ground floor and mezzanine, or may be logical separations of bins, such as pick bins versus bulk bins. Depending on the version of Sage Accpac WMS you are using, you may have multiple zones or only a single zone.

ZONE PICKING

A method of picking that assigns different pickers to different zones to pick products for the same order. In sequential zone picking, the pickers work in one zone at a time, in succession, and then pass the partially filled cartons from zone to zone. In simultaneous zone picking, the pickers pick lines in the order in multiple zones at the same time, and then consolidate the cartons after all picking is complete.

1 2 6 C H A P T E R 4


INDEX

AABC 24ABC counting 89accounting systems 10Add to Pallet function 89adding

barcodes 88cross-references 88products 87

adjustment 89advance replenishment 54, 90

days on hand 54defined 54min/max 88

alert 90allocating orders 46ASN 90ASN number 34, 91ASN receiving 43, 91ASN SSCC-18 label 80assembling kits 58assembly 26assembly label 72ASSEMBLY-BEING BUILT status 58, 59ASSEMBLY-COMPLETE status 58, 59ASSEMBLY-READY status 47, 53, 55ASSEMBLY-SHORT status 47, 51ASSEMBLY-UNALLOCATED status 47, 49ASSEMBLY-WAIT REPLEN status 47, 50, 56, 57

1 2 7


Assign Pickbins function 88, 91attribute 21, 26, 31, 92, 100

Bback order 92baggie label 71barcode 88batch pick label 74BATCHPCK location 23BEING PICKED status 62, 63BEING RECEIVED status 41, 43BEING REPACKED status 62, 63big number 32bill of lading 79, 93bill of lading number 34bin 22, 93

assigning products to 88carton, defined 23dedicated, defined 23non-dedicated, defined 23overstock, defined 23pushback, defined 23random, defined 23sticky 24system, defined 23types 22

bin label 70, 93BOL 34, 93book quantity 93Build Kits function 94building kits 58build-to-order 26, 93build-to-stock 26, 94

CCA records 12

1 2 8 C H A P T E R


Calculate Demand Requirements function 24, 27, 54, 94carrier-compliant label 73carton bin, defined 23carton contents label 77Carton Defaults function 88carton number 32, 95carton picking 95carton receiving 95Carton Shipping function 66, 67carton summary label 78case picking 95changing

barcodes 87, 88cross-references 87, 88min/max levels 88packsizes 88

client, defined 19company, defined 19compliance label 73, 74, 96Computer Adjustment records 12Console 9, 15, 96consolidation number 35, 96consolidation, stock 26container receiving 96count quantity 97creating

cross-references 88products 87

cross docking 97cross-reference 88, 97Crystal Reports 10, 70

bill of lading 79manifest 80packslip 76pick ticket 76shipping documents 79

customer PO number 32customer, defined 20customer-compliant label 74

1 2 9


customs document 79

Ddays on hand replenishment 54dedicated bin 23, 98Direct Move function 44, 98directed putaway 99D-N-R locations 23, 99download 99

EEAN 99EDI 99end-of-line 64, 99error, shipping 67extended 21, 26, 31, 92, 100EXTERNAL status 65, 67, 68, 69

FFIFO 100Fill Bins function 100filter 100financial systems 10full count 100full-case picking 95

Hhandle code 24, 101HELD FOR REPLENISHMENT status 51HELD FORMAT status 51HELD SHORT status 51homes

single 25sticky 25, 88

1 3 0 C H A P T E R


host system 10, 101hot pick 101hot replenishment 54, 101

Iintegrated shipping system 67interface 102inventory consolidation, defined 26invoice 79

Kkit 102

build-to-order 93build-to-stock 94defined 26disassemble 27, 60, 116kitting process 58reverse 27, 60, 116

kit-on-the-fly 102

Llabel 69

ASN SSCC-18 80assembly 72baggie 71batch pick 74bin 70, 93carrier-compliant 73carton contents 77carton summary 78customer-compliant 74letdown ticket 72license plate 70N/M 77numbered carton contents 77

1 3 1


order placard 79overstock 71packing planner 75packslip 76pallet 78pallet, truckload 78pick ticket 75picking/shipping 73pre-packslip 74price ticket 71product/UPC 70putaway ticket 72RMA 79SCC-14 71summary 78

Letdown Stock function 55letdown ticket 55, 72letting down stock 55license plate 30, 103license plate label 70LIFO 103location 17, 103locations, system 23logical printer 81, 104LTL 104

Mmaintaining products 87manifest 80, 104manifest number 34manifesting 104Mark External function 104min/max advance replenishment 54, 88min/max levels, setting 88miscellaneous adjustment 105Miscellaneous Adjustment records 12mixed pallet label 78modifying

1 3 2 C H A P T E R


barcodes 87cross-references 87min/max levels 88packsizes 88products 87

MT records 12

NN/M label 77non-dedicated bin 105

defined 23non-PO receiving 106NOT RECEIVED status 41numbered carton contents label 77

Oone-scan picking 106order entry systems 10order number 32order picking 107order placard label 79overstock 29, 107overstock bin 23overstock label 71, 107

PPACK & HOLD status 60, 61packaging 58packaging item 27packaging order

allocation 47ASSEMBLY-BEING BUILT status 58PKG-BEING BUILT status 53, 55, 58PKG-READY TO PRINT status 47, 50PKG-WAITING LETDOWN status 47, 50

1 3 3


SHIPPED & UPLOADED status 58, 59packing 108packing planner 75packlane 35, 108packsize 20, 108

setting or modifying 88packslip 30, 108

Crystal 76label 76paper 76

packslip number 32pallet 30pallet label 78

mixed 78store 78truckload 78

Pallet Move 109pallet number 34paper packslip 76PD records 13permission 109PH records 13physical printers 81pick bin, defined 23Pick Detail records 13Pick Head records 13pick ticket 75, 110Pick Work records 13picking & packing 62picking/shipping label 73, 110Pickslots function 88pickup number 34PKG-BEING BUILT status 53, 55, 58PKG-READY TO PRINT status 47, 50PKG-WAITING LETDOWN status 47, 50placard label 79, 110PO number, customer 32PO receiving 111pre-packslip label 74

1 3 4 C H A P T E R


price ticket 71, 111Print Redirect function 111printers

logical 81physical 81

printing labels 69priority 111privilege 111Pro number 35process step 38, 111

ASSEMBLY-BEING BUILT 58, 59ASSEMBLY-COMPLETE 58, 59ASSEMBLY-READY 47, 53, 55ASSEMBLY-SHORT 47, 51ASSEMBLY-UNALLOCATED 47, 49ASSEMBLY-WAIT REPLEN 47, 50, 56, 57BEING PICKED 62, 63BEING RECEIVED 41, 43BEING REPACKED 62, 63EXTERNAL 65, 67, 68, 69HELD FOR REPLENISHMENT 51HELD FORMAT 51HELD SHORT 51NOT RECEIVED 41PACK & HOLD 60, 61PKG-BEING BUILT 53, 55, 58PKG-READY TO PRINT 47, 50PKG-WAITING LETDOWN 47, 50RATING 62, 64, 65, 67READY TO SHIP 62, 64READY TO UPLOAD 41, 44, 49, 62, 64, 65, 67, 68, 69READY TO WAVE 46, 50, 52, 56, 57RECORD SHIPMENT 65, 67SHIPPED & UPLOADED 58, 59SUSPENDED 46UNALLOCATED 46, 49, 51WAIT PRE-RATE 46, 52WAITING - SWOG 46, 51WAITING BOL# 65, 67, 68

1 3 5


procstep 38product

adding 87attribute 21, 26, 31, 92, 100creating 87extended 21, 26, 31, 92, 100maintaining 87modifying 87modifying cross-references 88updating 87velocity 54, 94

product label 70, 112Product Maintenance function 87, 88, 112Product XRef function 88Pull Kitting function 112purchase order

BEING RECEIVED status 41, 43NOT RECEIVED status 41READY TO UPLOAD status 41

Purge 112pushback bin, defined 23putaway 44putaway ticket 72, 112PW records 13

QQ per P 20, 113

Rrandom bin 23, 113random receiving 113random slotting 113rate shopping 114rating 114RATING status 62, 64, 65, 67RC records 12

1 3 6 C H A P T E R


RD records 12reach code 24READY TO SHIP status 62, 64READY TO UPLOAD status 41, 44, 49, 62, 64, 65, 67, 68, 69READY TO WAVE status 46, 50, 52, 56, 57re-allocating sales/work orders 56Receipt Confirmation records 12Receive Detail records 12Receive Head records 12receiving

ASN 43, 91by case 95by PO 111by product (random) 113container 96non-PO 106

Record Shipment function 66, 114RECORD SHIPMENT status 65, 67recounting inventory 115repackaging items 58repacking 63, 115REPLENIS location 23Replenish Levels function 88replenishment 53, 115

advance 54advance, defined 54days on hand, defined 54hot 54min/max, defined 54

replenishment group 115replenishment levels 116replenishment request 53, 116reserving inventory 116reverse kitting 27, 60, 116reverse picking 116RFBase 9, 15, 117RH records 12RMA 117

label 79

1 3 7


Ssales order

allocation 46BEING PICKED status 62, 63BEING REPACKED status 62, 63correcting shipping errors 67EXTERNAL status 65, 67, 68, 69HELD FOR REPLENISHMENT status 51HELD FORMAT status 51HELD SHORT status 51PACK & HOLD status 60, 61picking & packing 62RATING status 62, 64, 65, 67READY TO SHIP status 62, 64READY TO UPLOAD status 44, 49, 62, 64, 65, 67, 68, 69READY TO WAVE status 46, 50, 52, 56, 57re-allocation 56RECORD SHIPMENT status 65, 67repacking 63re-rating 67SUSPENDED status 46UNALLOCATED status 46, 49, 51WAIT PRE-RATE status 46, 52WAITING - SWOG status 46, 51WAITING BOL# status 65, 67, 68WAVED status 60waving 60

sales order number 32SC records 12scanner picking 117SCC-14 118SCC-14 label 71setting min/max levels 88ship code 118ship via 118shipment number 35, 118SHIPPED & UPLOADED status 58, 59shipping 64

1 3 8 C H A P T E R


correcting errors 67re-rating orders 67systems 10

shipping label 73shipping worksheet 79shorting 119simultaneous zone picking 119single homes 25site transfer 28, 83, 119size code 24SKU 120SSCC-18 120SSCC-18 (ASN) number 34, 91SSCC-18 number

track-trace 33status 38

ASSEMBLY-BEING BUILT 59ASSEMBLY-COMPLETE 58, 59ASSEMBLY-READY 47, 53, 55ASSEMBLY-SHORT 47, 51ASSEMBLY-UNALLOCATED 47, 49ASSEMBLY-WAIT REPLEN 47, 50, 56, 57BEING PICKED 62, 63BEING RECEIVED 41, 43BEING REPACKED 62, 63EXTERNAL 65, 67, 68, 69HELD FOR REPLENISHMENT 51HELD FORMAT 51HELD SHORT 51NOT RECEIVED 41PACK & HOLD 60, 61PKG-BEING BUILT 53, 55, 58PKG-READY TO PRINT 47, 50PKG-WAITING LETDOWN 47, 50RATING 62, 64, 65, 67READY TO SHIP 62, 64READY TO UPLOAD 41, 44, 49, 62, 64, 65, 67, 68, 69READY TO WAVE 46, 50, 52, 56, 57RECORD SHIPMENT 65, 67

1 3 9


SHIPPED & UPLOADED 58, 59SUSPENDED 46UNALLOCATED 46, 49, 51WAIT PRE-RATE 46, 52WAITING - SWOG 46, 51WAITING BOL# 65, 67, 68

sticky bin 24sticky homes 25, 88stock consolidation, defined 26Stock Count records 12store 20, 120store pallet label 78summary label 78SUSPENDED status 46system bin, defined 23system locations 23, 121

TTelnet 121tote label 32track-trace number 33, 34, 91, 122transfer purchase order 85transfer sales order 85TRANSIT location 23truckload pallet label 78

UUCC 123UNALLOCATED status 46, 49, 51UPC 123updating

barcodes 88cross-references 88min/max levels 88packsizes 88products 87

1 4 0 C H A P T E R


upload 123

VVA records 12velocity 54, 94Vendor Availability records 12Vendor Portal 35, 124vendor, defined 20

WWAIT PRE-RATE status 46, 52WAITING - SWOG status 46, 51WAITING BOL# status 65, 67, 68warehouse 18, 23warehouse transfer 28, 83, 124wave 28, 125wave number 125WAVED status 60waving 60, 125Web Dispatch 8Web Workstation 125WMS 125work area 125work order 126

allocation 47ASSEMBLY- BEING BUILT status 59ASSEMBLY- SHORT status 47, 51ASSEMBLY-BEING BUILT status 58ASSEMBLY-COMPLETE status 58, 59ASSEMBLY-READY status 47, 53, 55ASSEMBLY-UNALLOCATED status 47, 49ASSEMBLY-WAIT REPLEN status 47, 50, 56, 57re-allocation 56SHIPPED & UPLOADED 58, 59

Write Orders function 126

1 4 1


Z

1 4 2 C H A P T E R