Case study 4A Warehouse management - PART 3

Exercise #8 Define cycle counting (Bonus)

Objective: Define cycle counting parameters for mobile devices.

Cycle counting is a warehouse process that you can use to audit on-hand inventory items. Typically, This task is performed by a warehouse manager. You will go through this procedure for the USMF company to do the cycle counting setups as well.

You will need to do the following:

• Set the priority of counting work.

• Enable the mobile device.

• Create a counting threshold.

• Create a cycle count plan.

Set the priority of counting work

1. Go to Warehouse management > Setup > Warehouse management parameters.

2. Select the Cycle counting tab.

3. In the Default cycle count work priority field, enter a number. This step changes the priority of cycle counting work compared to other types of work in the warehouse. By entering a number that is lower than the number for other types of work, you raise the priority of the cycle counting work.

4. Select Save.

5. Close the page.

Enable the mobile device

1. Go to Warehouse management > Setup > Mobile device > Mobile device menu items.

2. Select New.

3. In the Menu item name field, enter a value.

4. In the Title field, enter a value.

5. In the Mode field, select Work.

6. Set the Use existing work option to Yes. When you set this option to Yes, the system will look for existing work when the mobile device menu item is used.

7. In the Directed by field, select 'System directed'. When "System directed" is selected, the warehouse worker will be directed to open work that is in defined work classes. (You will create these work classes next.)

8. Expand or collapse the Work classes section.

Next, you will create two work classes that will be used with this mobile device menu item. When the menu item is used, these work classes will be queried, and the work that has the highest priority will be shown to the user.

1. Select New.

2. In the Work class ID field, select a value.

3. Select New.

4. In the Work class ID field, select a value.

5. Select Save.

6. Close the page.

7. Go to Warehouse management > Setup > Mobile device > Mobile device menu.

8. In the tree, select the menu item that you just created.

9. Select Edit.

10. Select the arrow to add the menu item to the menu.

11. Select Save.

Create a counting threshold

1. Go to Warehouse management > Setup > Cycle counting > Cycle count thresholds.

2. Select New.

3. In the Cycle counting threshold ID field, enter a value.

4. Set the Process cycle counting immediately option to Yes.

5. In the Description field, enter a value.

6. Select Save.

7. Select Select locations.

8. In the Criteria field, select a value.

9. Select OK.

10. Close the page.

Create a cycle count plan

1. Go to Warehouse management > Setup > Cycle counting > Cycle count plans.

2. Select New.

3. In the Cycle counting plan ID field, enter a value.

4. In the Description field, enter a value.

5. In the Maximum number of cycle counts field, enter a number.

6. Select Save.

7. Select Select locations.

8. In the Criteria field, select a value.

9. Select OK.

10. In the Days between cycle counting field, enter a number. For example, if the Days between cycle counting field is set to 5, cycle counting work will be created every five days. However, if cycle counting work is processed on day three, the next cycle counting work will be created five days after the last cycle counting was processed, on day 8.

11. Select Save.

12. In the Cycle count plan product selections area, select New.

13. In the Sequence number field, enter a number. The sort is from the smallest number to the largest number. The value must be more than 0 (zero).

14. In the Description field, enter a value.

15. Select Save.

16. Select Define product query.

17. In the Criteria field, enter or select a value.

18. Select OK.

19. Close the page.

Exercise #9 Define a partial location cycle counting process (Bonus)

Objective: Create a work pool, cycle counting work template, and cycle counting plan.

When you use cycle count plans to create counting work, you can guide the actual counting operations by requesting that only specific products and product variants be counted instead of all on-hand inventory at the location.

By filtering on specific products, the warehouse manager can reduce review overhead, help prevent consolidation mistakes, and save time.

Typically, a warehouse manager performs the setup tasks. You will perform this procedure for the USMF company.

You will need to do the following:

• Create a work pool.

• Create a cycle counting work template.

• Create a cycle counting plan.

Create a work pool

1. In USP2, Go to Warehouse Management > Setup > Work > Work pools.

2. Select New.

3. For Work Pool ID, enter WP001.

4. For Description, enter Work pool 001.

5. Select Save.

 Create a cycle counting work template

1. In USMF, go to Warehouse management > Setup > Work > Work templates.

2. In the Work order type field, select 'Cycle counting'.

3. Select New.

4. In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).

5. In the Work template field, enter a value.

6. In the Work template description field, enter a value.

7. In the Work pool ID field, enter or select a value.

8. In the Work priority field, enter a number.

9. Select Save. Ignore any warnings.

10. Under Work Template Details, select New.

11. In the Work type field, select 'Counting'.

12. In the Work class ID field, enter or select a value.

13. Select Save.

14. Select Work line breaks.

15. Select New.

16. In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).

17. Select Save.

18. Close all pages.

Create a cycle counting plan

1. Go to Warehouse management > Setup > Cycle counting > Cycle count plans.

2. Select New.

3. In the Cycle counting plan ID field, enter a value.

4. In the Description field, enter a value.

5. In the Maximum number of cycle counts field, enter a number.

6. In the Work template field, enter or select a value.

7. In the Cycle count plan product selections area, select New.

8. In the Sequence number field, enter a number. The sort order is from the smallest number to the largest number. The value must be more than 0 (zero).

9. In the Description field, enter a value.

10. Select Save.

11. Select Define product query.

12. In the Criteria field, enter or select a value.

13. Select OK.

14. Close the page.

Exercise #10 Transfer orders and replenishments

Objective: Set up a warehouse, create a location directive, and create work templates.

As a functional consultant assisting the warehouse manager assisting during the implementation for USP2, you have been asked to perform setup for transfer orders.

You will need to do the following:

• Create and link transit and production warehouses.

• Set up a location directive.

• Set up work classes.

• Create transfer issues.

• Create transfer receipts.

Create transit and production warehouses

1. Go to entity USP2.

2. Open Warehouse management > Setup > Warehouse > Warehouses.

3. Select New to create a new warehouse.

4. In the Warehouse field, enter 31.

5. In the Name field, enter Site 3 - Transit Warehouse.

6. On the General FastTab, select 3 in the Site field.

7. In the Type field, select Transit.

8. Expand the Warehouse FastTab.

9. Set the Use warehouse management processes slider to Yes.

10. Select Save.

11. Select New to create a new warehouse.

12. In the Warehouse field, enter 32.

13. In the Name field, enter Site 3 - Prod Warehouse.

14. On the General FastTab, select 3 in the Site field.

15. Expand the Warehouse FastTab.

16. Set the Use warehouse management processes slider to Yes.

17. Select Save.

Set up a location directive

1. Open Warehouse management > Setup > Location directives.

2. Select Transfer issue in the Work order type field.

3. Select New in the Location directives FastTab.

4. Enter Transfer Issue in the Name field.

5. On the Location directives FastTab, select Pick in the Work type field.

6. In the Site field, select 3.

7. In the Warehouse field, select 30.

8. Select Save.

9. Select New on the Lines FastTab.

10. Verify that the Sequence number field is 1.

11. Enter 1000 in the To quantity field.

12. Select None in the Locate quantity field.

13. Select Save.

14. Expand the Location Directive Actions FastTab.

15. Select New.

16. Type Bulk in the Name field.

17. Select Save.

18. Select New.

19. Enter Transfer Issue-Put in the Name field.

20. Select Put in the Work type field.

21. In the Site field, select 3.

22. In the Warehouse field, select 31. Select Save.

23. Select New on the Lines FastTab.

24. Verify that the Sequence number field is 1.

25. Enter 1000 in the To quantity field.

26. Select None in the Locate quantity field. Select Save.

27. Expand the Location Directive Actions FastTab.

28. Select New.

29. Type Bulk in the Name field.

30. Select Save.

31. In the left-hand pane, select Transfer Receipt in the Work order type field.

32. Select New in the action pane.

33. Enter Transfer Issue in the Name field.

34. Select Pick in the Work type field.

35. In the Site field, select 3.

36. In the Warehouse field, select 31.

37. Select Save.

38. Select New on the Lines FastTab.

39. Verify that the Sequence number field is 1.

40. Enter 1000 in the To quantity field.

41. Select None in the Locate quantity field.

42. Select Save.

43. Expand the Location Directive Actions FastTab.

44. Select New.

45. Type Bulk in the Name field.

46. Select Save.

47. Select New.

48. Type Transfer Issue-Put in the Name field.

49. Select Put in the Work type field.

50. In the Site field, select 3.

51. In the Warehouse field, select 32.

52. Select Save.

53. Select New in the Lines FastTab.

54. Verify that the Sequence number field is 1.

55. Type 1000 in the To quantity field.

56. Select None in the Locate quantity field.

57. Select Save.

58. Expand the Location Directive Actions FastTab.

59. Select New.

60. Type Bulk in the Name field.

61. Select Save.

Setup Work classes

1. Open Warehouse management > Setup > Work > Work classes.

2. Select New.

3. In the Work class ID field, enter 'Transfer2'.

4. In the Description field, enter 'Transfer'.

5. In the Work order type field, select 'Transfer issue'.

6. Select Save.

7. Close the page.

Set up a work template

Create transfer issues

1. Open Warehouse management > Setup > Work > Work templates.

2. In the Work order type field, select Transfer issue.

3. Select New.

4. Type Transfer Order Issue in the Work template field.

5. Type Transfer Issue in the Work template description field.

6. Select Save.

7. Select New in the Work Template Details area.

8. Select Pick in the Work type field.

9. Select the Mandatory check box.

10. Select Transfer2 in the Work class ID field.

11. Select New in the Work Template Details area.

12. Select Put in the Work type field.

13. Select the Mandatory check box.

14. Select Transfer2 in the Work class ID field.

15. Select Save.

16. Verify that the Valid check box on the Overview tab is now selected.

Create transfer receipts

1. In the Work order type field, select Transfer receipt.

2. Select New in the Action Pane.

3. Type 32 TO Receipt in the Work template field.

4. Type Transfer Receipt in the Work template description field.

5. Select Save.

6. Select New in the Work Template Details area.

7. Select Pick in the Work type field.

8. Select the Mandatory check box.

9. Select Transfer in the Work class ID field.

10. Select New in the Work Template Details area.

11. Select Put in the Work type field.

12. Select the Mandatory check box.

13. Select Transfer in the Work class ID field.

14. Select Save.

15. Verify that the Valid check box is now selected.

16. Close the pages.