Following up of Warehousing Tasks—Exercises

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

1. Open the Inventory Locations window and create inventory locations of the following 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

1. 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.

1. Open the Receive Inventory Part window, and search for your part.
2. 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.

1. Create several customer orders with varying quantities per line, as well as varying delivery dates.
2. 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.

1. Open the Warehouse Manager Task Planning window to plan and release tasks.

General exercise for Planning Warehousing Tasks

Executing Warehouse Tasks

Purpose: The purpose of this exercise is to set up the basic data required for running the warehousing functionality.

1. Open the My Warehouse Task window to start, print, and report tasks

General exercise for Executing Warehouse Tasks

Main Exercise

Purpose: The purpose of this lesson is to show you how to follow up  warehouse tasks.

Windows:
Calculate Actual Task Type Time Share
Calculate Actual Task Type Efficiency Rate
Calculate Actual Location Group Time Share
Calculate Actual Time Needed Per Warehouse Task Line
Warehouse Task Basic Data/Warehouse Task Type Setup

As the person responsible for warehouse planning, you want to verify that the data used for planning warehouse tasks corresponds to actual data. After calculating warehousing efficiency you compare the actual results with the default values. Corrective actions such as changing the default values to more accurate values, or train warehouse workers to perform better.

Calculate Warehouse Efficiency

1. Open the Calculate Actual Task Type Time Share dialog box and click OK.
2. View the result in the Actual Time Share field in the Worker's Performance per Task Type window.
3. Open the Calculate Actual Task Type Efficiency Rate dialog box, and click OK.
4. View the result in the Actual Efficiency Rate field on the Worker's Performance per Task Type window.
5. Open the Calculate Actual Location Group Time Share dialog box, and click OK.
6. View the result in the Actual Time Share field on the Worker's Performance per Location Group window.
7. Open the Calculate Actual Time Needed Per Warehouse Task Line dialog box, and click OK.
8. View the result in Warehouse Task Basic Data/Warehouse Task Type Setup window.

Note: You can schedule the tasks using schedule option in all the calculation windows.