Executing Warehousing Tasks—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 set up
the basic data required for using the warehouse functionality.
Windows:
Inventory Locations
- Open the
Inventory Locations
window and create inventory
locations of these types: Arrival, Quality Assurance, and Picking.
General exercise for Entering
Inventory Locations
Purchase/Inventory/Sales Part
Purpose: The purpose of this exercise is to create part
data entries necessary when using the warehousing functionality.
Windows:
New Part Assistant
- Create XX-58-401 as a purchased, inventory, and sales part by using the
New Part Assistant. Use supplier 5000.
General exercise for Purchased
Inventory Part
General exercise for Stored Sales
Part
Required Data
Receiving Parts
Purpose: The purpose of this exercise is to set
up the basic data required for running the warehousing functionality.
- Open the
Receive Inventory Part window, and search for your
part.
- Receive a sufficient quantity to the picking location.
General exercise for Receive
Inventory Part
Creating Warehouse Tasks
Purpose: The purpose of this exercise is to set
up the basic data required for running the warehousing functionality.
Note: An alternative to using
Quick Order Flow
Handling to create warehouse tasks is to create an order type that is
set up to stop after the Create Pick List step. Using priority reservations will speed up
the process even further.
- Create several customer orders with varying quantities per line, as well
as varying delivery dates.
- Process your orders until your pick lists are created.
General exercise for Customer Order
Planning and Releasing Warehouse Tasks
Purpose: The purpose of this exercise is to set
up the basic data required for running the warehousing functionality.
- Open the Warehouse Manager Task Planning window to plan and
release tasks.
General exercise for Planning
Warehousing Tasks
Main Exercises
Purpose: The purpose of this lesson is to learn how to
execute warehouse tasks.
Windows:
My Warehouse Task
Warehouse Task
Archived Reports
The warehouse manager has made the load planning, and released the first batch
of tasks.
Your job is to start, execute, and report tasks using the
My Warehouse Task window.
Execute Tasks from My
Warehouse Task window
- Open the
My Warehouse Task window.
Query for your worker ID. Upper table shows all the tasks assigned to you.
Once you select a task, you can see a short description on the bottom table.
- Click Start Next Task.
Start task appears on the top line.
- After the physical picking, report your task as
completed.
- Click Complete Task. This
option will report the picking of the complete order. Completed tasks will
disappear from the window.
- Once you have completed all the assigned tasks,
the New
Task option gets enabled.
- Click New Task. It will
assign a new task to you.
Note: When a worker use this window to
execute a warehouse task It is not possible to do any changes in the picking
quantity or
the picking location.
Execute Tasks from
Warehouse Task window
- Open the
Warehouse Task window.
Right-click and then click Start New
Warehouse Task.
- Start a new task for site your site, and your worker ID.
- With the cursor in the header part of the
Customer
Order Pick List tab, right-click and click Print Pick List.
- Open the
Archived
Reports
window. Print the pick list that would be used by a warehouse worker when they physically pick the items listed.
- After the physical picking, report your findings.
- Right-click, then click Report Picking. This option will report the picking
of the complete order.
- To pick-report individual order lines, select the line and select the
appropriate right mouse button option, as described in the next steps.
- The Report picking from selected locations option will report the
selected line only. Change the quantity to reflect the quantity actually
picked.
- The Create reservations on another location option is the method to
report that you have picked from a location other than what is stated on the pick
list.
- Once you have reported all lines, you can start the next task in line.