Managing Pallets on Delivery Location—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Inventory Locations

Purpose: The purpose of this exercise is to show you how to set up the basic data that is required for the pallet functionality.

Windows:
Inventory Part

  1. Open the Inventory Locations window.
  2. Create inventory locations of the following types: Arrival, Quality Assurance, Picking, Pallet Delivery, and Pallet Buffer.

General exercise for Entering Inventory Locations

Inventory Part

Purpose: The purpose of this exercise is to show you how to set up the basic data that is required for the pallet functionality.

Windows:
Inventory Part

  1. Open the Inventory Part window.
  2. Create Inventory Part XX–58–401.

General exercise for Inventory Part

Enabling Pallet Handling for Inventory Part

Purpose: The purpose of this exercise is to show you how to set up the basic data required for running this particular functionality.

Windows:
Inventory Part

  1. Open the Inventory Part window, and query for part XX–58–401.
  2. Click the Misc Part Info tab.
  3. Select the Pallet Handled check box and enter a standard putaway quantity.
  4. Save your changes.

General exercise for Pallet Handling

Main Exercises

Purpose: The purpose of this lesson is to show you how to manage pallets in inventory.

Windows:
Receive Inventory Part
Inventory Part
Handle Pallets on Delivery Location
Transport Task

Creating Pallets

  1. Open the Receive Inventory Part window, and query for your part.
  2. Receive a quantity that is 3.5 times the standard quantity per pallet as set up on the Inventory Part/Pallets tab.
  3. Receive the parts into the pallet delivery location.
  4. Open the Handle Pallets on Delivery Location window, and search for your part at the pallet delivery location. Are there any pallets?
  5. Return to the Receive Inventory Part window, and receive a quantity less than the standard quantity per pallet.

Modifying Pallets

  1. In the Handle Pallets on Delivery Location window, query for your part at the pallet delivery location.
  2. Some of the pallets that were created do not contain the standard quantity. Try to create as many full pallets as possible by indicating the quantity to move in the Moved Quantity field for the pallet from which you want to move.
  3. In the To Pallet ID field, specify the pallet to which the parts will be moved
  4. Save your changes.

Note: Empty pallets will be deleted.

  1. In the table portion of the window, right-click and then click Create New Pallet.
  2. Move all parts from a full pallet to the pallet that was created in the previous step.
  3. Save your changes.

Note: Empty pallets will be deleted.

Moving Pallets

  1. Select all lines, right-click, then click Perform Putaway to create transport tasks to move the pallets to a normal stocking location.
  2. Click OK on the displayed message. The transport task is now created, and the ID is displayed in the Transport Task ID field.
  3. Right-click and then click Transport Task. The Transport Task window appears.
  4. Review the information on the Compiled View and Pallet tabs. Which are the From and To locations?
  5. Right-click and then click Execute to report that the pallets are moved.
  6. Click OK on the displayed message. The pallets are now registered at the new location.