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Copyright 2005 by SSA Global Technologies, Inc.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way orby any means, including, without limitation, photocopying or recording, without the prior written consent of SSA GlobalTechnologies, Inc.

Important Notices

The material contained in this publication (including any supplementary information) constitutes and contains confidentialand proprietary information of SSA Global Technologies, Inc.

By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation oradaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole propertyof SSA Global Technologies, Inc., and that you shall not gain right, title or interest in the material (including anymodification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right touse the material solely in connection with and the furtherance of your license and use of software made available to yourcompany from SSA Global Technologies, Inc., pursuant to a separate agreement (Purpose).

In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such materialin strict confidence and that your use of such material is limited to the Purpose described above.

Although SSA Global Technologies, Inc., has taken due care to ensure that the material included in this publication isaccurate and complete, SSA Global Technologies, Inc., cannot warrant that the information contained in this publication iscomplete, does not contain typographical or other errors, or will meet your specific requirements. As such, SSA GlobalTechnologies, Inc., does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damageto any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementaryinformation), whether such errors or omissions result from negligence, accident or any other cause.

Trademark Acknowledgements

SSA WAREHOUSE MANAGEMENT 4000 is a Registered Trademark of SSA Global Technologies, Inc., in the UnitedStates and/or other countries.

All other company, product, trade or service names referenced may be registered trademarks or trademarks of theirrespective owners.

Publication Information

Release: SSA

Warehouse Management 4000 Version 3.10

Publication Date: July 2005

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Table of Contents

INTRODUCTION............................................................................................................ 1RF-ASSISTED AND RF-DIRECTED PICKING............................................................. 3

RF-ASSISTED PICKING................................................................................................... 3RF-DIRECTED PICKING .................................................................................................. 3

USING RF-ASSISTED AND RF-DIRECTED PICKING ........................................................ 4COMMON EXAMPLES FOR RF-ASSISTED AND RF-DIRECTED PICKING............................ 4

PICKING AND CASE IDS/PALLET IDS............................................................................... 4PICKING AND INVENTORY BALANCES .............................................................................. 4

PICKING OPTIONS RF-ASSISTED........................................................................... 5RF-ASSISTED PICKING TASKS........................................................................................ 5PICKING TASK SCREENS................................................................................................ 5

CASES/PALLETS (K2)SCREEN................................................................................... 5PIECES/EACHES (K3)SCREEN................................................................................... 5UPDATE PICK (K4)SCREEN ....................................................................................... 6RFSHIP 1SCREEN ................................................................................................... 6QC/CLOSE TOTE (DC01 SCREEN) ............................................................................. 6DYN PICK (DYNAMIC PICK)MENU............................................................................... 6SORTATION SCREEN.................................................................................................. 6

PERFORMING RF-ASSISTED PICK (CASES/PALLETS AND PIECES/EACHES).... 7RF-ASSISTED PICKING METHODS................................................................................... 7

CASES/PALLETS (K2)SCREEN................................................................................... 7PIECES/EACHES (K3)SCREEN................................................................................... 7

PERFORMING A FULL CASE OR PALLET PICK (K2SCREEN) ............................................. 8PERFORMING A SHORT PICK (K2SCREEN)................................................................... 10PERFORMING PICKING BY PIECES/EACHES (K3 SCREEN) .............................................. 12

UPDATING PICK STATUS.......................................................................................... 14UPDATING A PICKED PRODUCT LOCATION .................................................................... 14

PICKING FOR RF SHIPMENT (RF-ASSISTED)......................................................... 15PACK/LOAD/SHIP PROCESS......................................................................................... 15

PACKING AND LOADING FOR SHIPMENT..................................................................... 17PICKING FROM SSA WAREHOUSE MANAGEMENT 4000 WORKSTATION...... 20

CHANGING STATUS TO PICKED .................................................................................... 20RF-DIRECTED PICKING............................................................................................. 22

PERFORMING AN RF-DIRECTED PICK ........................................................................... 23RF-DIRECTED PICK VERIFICATION METHODS...................................................... 27

LOCATION VERIFICATION SAMPLE ................................................................................ 27CHECK DIGIT VERIFICATION SAMPLE............................................................................ 28NO POSITIVE VERIFICATION SAMPLE ............................................................................ 28

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RF-ASSISTED AND RF-DIRECTED PICKING REPORTS......................................... 29RF-ASSISTED AND RF-DIRECTED PICKING EVENTS............................................ 31QUANTITY CONFIRMATION ON PICKING................................................................ 33

USING QUANTITY CONFIRMATION ON PICKING .............................................................. 33QUANTITY CONFIRMATION SETUP......................................................................... 34

PUTAWAY ZONE SETUP ............................................................................................... 34QUANTITY CONFIRMATION FOR FULL CASE OR PALLET PICK.......................................... 35

QUANTITY CONFIRMATION FOR RF-DIRECTED PICKING.................................... 37QUANTITY CONFIRMATION FOR CLUSTER PICKING ........................................... 42RF CLUSTER PICKING VERIFICATION METHODS................................................. 47

LOCATION VERIFICATION SAMPLE ................................................................................ 47C

HECKD

IGITV

ERIFICATIONSAMPLE

............................................................................ 48

NO POSITIVE VERIFICATION SAMPLE ............................................................................ 48CONDITIONAL VALIDATION ON PICKING............................................................... 49

USING CONDITIONAL VALIDATION ON PICKING............................................................... 49COMMON EXAMPLES OF CONDITIONAL VALIDATION ON PICKING................................. 49

CONDITIONAL VALIDATION PROCESS................................................................... 51POST-ALLOCATION ...................................................................................................... 51POST-PICK .................................................................................................................. 51PRE-SHIP.................................................................................................................... 51BASIC PROCESS.......................................................................................................... 51

CONDITIONAL VALIDATION SETUP ........................................................................ 52COMMODITY SETUP..................................................................................................... 52SETUP ON THE CONDITIONAL VALIDATION WINDOW ...................................................... 53

POST-ALLOCATION VALIDATION SETUP ..................................................................... 53POST-PICK VALIDATION SETUP .................................................................................... 55PRE-SHIP VALIDATION SETUP ...................................................................................... 59

DESCRIBING VALIDATION TYPES........................................................................... 62POST-ALLOCATION VALIDATION ................................................................................... 62POST-PICK VALIDATION ............................................................................................... 63RF-DIRECTED PICKING PROCESS................................................................................. 64RF-ASSISTED PICKING PROCESS ................................................................................. 64PRE-SHIP VALIDATION ................................................................................................. 65

CONDITIONAL VALIDATION REPORTS................................................................... 66

CONDITIONAL VALIDATION EVENTS...................................................................... 68SPECIAL INSTRUCTIONS WITH RF PICKS.............................................................. 69

COMMON EXAMPLES USING SPECIAL INSTRUCTIONS..................................................... 69GENERATING SPECIAL INSTRUCTIONS WITH RFPICKS .................................................. 70

SPECIAL INSTRUCTIONS FOR THE COMMODITY .......................................................... 70

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SPECIAL INSTRUCTIONS FOR A PICK TASK .................................................................... 71SPECIAL INSTRUCTIONS FOR RF-ASSISTED PICKING........................................ 73

SPECIAL INSTRUCTIONS FOR FULL CASE OR PALLET PICK (K2SCREEN) ........................ 73SPECIAL INSTRUCTIONS FOR PIECES/EACHES (K3SCREEN) ......................................... 75

SPECIAL INSTRUCTIONS FOR RF-DIRECTED PICKING........................................ 78SPECIAL INSTRUCTIONS FOR CLUSTER PICKING............................................... 83SPECIAL PICKING INSTRUCTIONS REPORTS....................................................... 89SPECIAL PICKING INSTRUCTIONS EVENTS .......................................................... 91

ADDING NEW CASE IDS DURING PICKING ............................................................ 93ADDING NEW CASE IDDURING RFPICKING ................................................................. 93COMMON EXAMPLES OFADDING A NEW TOTE .............................................................. 93

ADDING NEW CASE IDDURING STANDARD AND CLUSTER PICKING................................ 94PROCESS ................................................................................................................... 94ADDING A NEW CASE IDDURING STANDARD PICKING................................................... 94CREATINGADDITIONAL CASE IDS ................................................................................ 97

ADDING A NEW TOTE ID WITH CLUSTER PICKING: ....................................................... 100CREATING ANOTHER CASE ID ................................................................................ 104

SYSTEM-GENERATED CASE IDLABELS....................................................................... 107ADDING NEW CASE ID REPORTS.......................................................................... 110ADDING A NEW CASE ID EVENTS ......................................................................... 112RF MOVE CONTENT BETWEEN TOTES................................................................. 113

COMMON EXAMPLES USING RFMOVE CONTENT BETWEEN TOTES.............................. 113MOVING CONTENTS BETWEEN TOTES ........................................................................ 114MOVING CONTENTS FROM ONE TOTE TOANOTHER .................................................... 114MOVING CONTENTS FROM ONE TOTE TO A NEW TOTE ................................................ 119MOVING PICK DETAIL RECORDS OF CASE ID TO DROP ID........................................... 121

MOVE CONTENTS BETWEEN TOTES REPORTS ................................................. 126MOVE CONTENTS BETWEEN TOTES EVENTS .................................................... 128RF QUALITY CONTROL TOTE CLOSE ................................................................... 129

USING RFQUALITY CONTROL TOTE CLOSE ............................................................... 129COMMON EXAMPLE USING RFQUALITY CONTROL TOTE CLOSE.................................. 129BASIC FLOW ............................................................................................................. 129VIEWING INFORMATION ON THE WORKSTATION........................................................... 130

VIEWING INFORMATION ON THE SHIPMENT ORDER WINDOW........................................ 130VIEWING INFORMATION ON THE DROP IDWINDOW...................................................... 132

CLOSING A TOTE/CASE/DROP ID THROUGH RF................................................. 133RF QC TOTE CLOSE REPORTS.............................................................................. 136RF QC TOTE CLOSE EVENTS................................................................................. 138

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PICK AND DROP (PND)............................................................................................ 139USING PICK AND DROP .......................................................................................... 140

COMMON EXAMPLES USING PICK AND DROP LOCATIONS ............................................ 140ADDITIONAL NOTES ................................................................................................... 141

SETUP AND CONFIGURATION FOR PICK AND DROP......................................... 142

PUTAWAY ZONES AND PICK AND DROP LOCATIONS..................................................... 142TASK MANAGERAREA SETUP .................................................................................... 144EQUIPMENT RESTRICTIONS SETUP............................................................................. 144GENERAL PICK AND DROP LOCATION CALCULATION ................................................... 144TASK MANAGER SELECTIVE MOVES FUNCTIONALITY................................................... 145SHIPPING PALLET MOVES FUNCTIONALITY.................................................................. 146NOTES FOR PICKING WITHOUT PICK AND DROP LOCATIONS......................................... 146SYSTEM EFFECTS WHEN USING PICK AND DROP LOCATIONS....................................... 147SETUP FOR SHIPPING PALLET MOVES WITH PICK AND DROP LOCATIONS ..................... 147

PROCESSING TASKS USING PICK AND DROP LOCATIONS.............................. 149SCENARIO ONE:ONE-STAGE PICK AND DROP MOVES................................................. 149

STEP 1:RF-DIRECTED PUTAWAY TASK USING PICK AND DROP LOCATION ............... 150STEP 2:RF-DIRECTED MOVE ................................................................................. 154

SCENARIO 2:MULTIPLE PICK AND DROP POINTS ........................................................ 157STEP 1:RF-DIRECTED PUTAWAY TASK USING PNDLOCATIONS.............................. 158STEP 2:RF-DIRECTED MOVE FROM PNDLOCATION TO PUTAWAY LOCATION........... 162STEP 3:RF-DIRECTED MOVE FROM P&DLOCATION TO BULK PICK LOCATION ......... 164

SCENARIO 3:REPLENISHMENTS USING PICK AND DROP LOCATIONS............................ 166REPLENISHMENT (RF-DIRECTED AND RF-ASSISTED) ............................................... 166STEP 1:RF-DIRECTED REPLENISHMENT TO P&DLOCATION .................................... 166STEP 2:RF-DIRECTED REPLENISHMENT FROM P&DLOCATION TO PICK LOCATION... 169

SCENARIO 4:PICKING USING PICK AND DROP LOCATIONS .......................................... 170PICK AND DROP LOCATIONS PICK PROCESS ........................................................... 170RF-DIRECTED PICKING/DISPATCH WITH PICK AND DROP POINTS ............................. 171STEP 1:SHIPPING PALLET MOVES.......................................................................... 171STEP 2:SHIPPING PALLET MOVES.......................................................................... 174STEP 3:SHIPPING PALLET MOVES.......................................................................... 176STEP 4:SHIPPING PALLET MOVES.......................................................................... 176

PICK AND DROP REPORTS .................................................................................... 177PICK AND DROP EVENTS ....................................................................................... 179CHERRY PICK REPLENISHMENT........................................................................... 181USING CHERRY PICK REPLENISHMENT .............................................................. 182

COMMON EXAMPLES USING CHERRY PICK REPLENISHMENT ....................................... 182CHERRY PICK REPLENISHMENT OPTIONS ................................................................... 182CHERRY PICK REPLENISHMENT FLOW........................................................................ 183

CHERRY PICK REPLENISHMENT SETUP.............................................................. 184PUTAWAY ZONE ........................................................................................................ 184

PUTAWAY ZONE (TO ZONE)SETUP......................................................................... 184AREA .................................................................................................................... 185

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ID/MOVABLE UNIT ................................................................................................. 186USER PERMISSIONS .................................................................................................. 186

STEPS TO BUILDING A CHERRY PICK REPLENISHMENT PALLET................... 187DETERMINING TASK PRIORITY ................................................................................... 187

PERFORMING A CHERRY PICK REPLENISHMENT.............................................. 190MAIN STEPS.......................................................................................................... 190SAMPLE LAYOUT ................................................................................................... 190

BUILDING THE PALLET ............................................................................................... 191MOVING THE PALLET ............................................................................................. 195

RF-DIRECTED CHERRY PICK VERIFICATION METHODS.................................... 199CHECK DIGIT VERIFICATION SAMPLE.......................................................................... 199NO POSITIVE VERIFICATION SAMPLE .......................................................................... 200

MOVING PRODUCT TO FINAL DESTINATION THROUGH STOCKER PUTAWAYTASKS ....................................................................................................................... 201

OVERRIDING THE SUGGESTED STOCKER PUTAWAY TASK ........................................... 204RF-DIRECTED STOCKER PUTAWAY VERIFICATION METHODS ....................... 205

CHECK DIGIT VERIFICATION SAMPLE.......................................................................... 205NO POSITIVE VERIFICATION SAMPLE .......................................................................... 206

CHERRY PICK REPLENISHMENT REPORTS........................................................ 207CHERRY PICK REPLENISHMENT EVENTS ........................................................... 209CLUSTER PICKING BY ORDER AND TOTE........................................................... 211USING CLUSTER PICKING...................................................................................... 212

COMMON EXAMPLES USING CLUSTER PICKING........................................................... 212ADDITIONAL INFORMATION......................................................................................... 212PERFORMING A CLUSTER PICK............................................................................ 214CLUSTER PICKING REPORTS................................................................................ 220CLUSTER PICKING EVENTS................................................................................... 222COMMENT FORM ..................................................................................................... 223

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Revision History

Date Editor Description of Change

9/24/2003 Jude Duniho Reformat

12/3/2003 Jude Duniho Edited. Decimal support added.

Company address change.

8/19/2004 Jude Duniho Product name change

5/3/2005 Julie White Added pick quantity confirmations

5/31/2005 Jude Duniho Added verification methods

6/9/2005 Jude Duniho Removed Chapter 12

6/30/2005 Stuart Manning Edit

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Chapter

1

Introduction

Introduction

The Picking process allows you to select product for shipment. SSA Warehouse

Management 4000 uses barcode shipping labels to speed the picking process and to

ensure accuracy.

As displayed below, picking is near the end of Order Processing:

R e c e i v e N o t i f i c a t i o n o f O r d e r a t W a r e h o u s e

S e t U p E x p e c t e d O u t b o u n d L o a d

A l l o c a t e I n v e n t o r y a n d S e t U p P i c k T a s k s

G i v e t h e P a p e r w o r k t o t h e W a r e h o u s e

P i c k L o a d a n d U p d a t e P a p e r w o r k

U p d a t e L o a d a n d P o s t I t a s S h i p p e d

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Introduction

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Chapter

2

RF-assisted and RF-directed Picking

RF-assisted and RF-

directed Picking

When picking using the RF terminal, users can choose between two types of picking:

RF-assisted orRF-directed.

RF-assisted PickingRF-assisted picking means that the picker uses the RF terminal to update the status of

the Shipment Order. The picker is in control of the picking order. For this reason, RF-

assisted picking uses either carton labels or RF-assisted pick tickets to provide the

carton ID and Shipment Order information. There are two levels at which RF-assisted

picking can be performed:

At the Carton ID level This would support individually labeled cases, as well

as a single update for a complete tote (eliminating the pickers need to update

picks at the item level)

At the Detailed Pick level This would support the update of individual pickswithin a carton ID or tote.

RF-directed PickingRF-directed picking means that the picker is directed by the system based on the

assigned work area. The system dispenses picking tasks to the pickers based on the

order in which the waves are released. Provision has also been made for the picker to

request specific tasks, allowing management to override normal priority when

necessary. RF-directed picking supports two levels at which tasks can be created:

At the Individual Piece level Each individual pick is recorded (typically used

where serial numbers or individual weight must be captured) At the Commodity level The picker is instructed to pick the entire quantity for

a Commodity in a single task.


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Using RF-assisted and RF-directed PickingThe most obvious benefit of RF-directed picking is that information about picking

activities is realtime. This allows the Warehouse Management System (WMS) to be

informed of events as they happen, instead of waiting for paperwork to be returned.With the introduction of RF-directed picking, many operations have adopted a

paperless approach to picking, which dramatically reduces daily operating expenses.

Common Examples for RF-assisted and RF-directedPicking

Accuracy and efficiency are improved by scanning the serial numbers that are

bar coded on products.

Cycle counting is performed during the picking shift. RF picking ensures that

system counts reflect a realtime balance.

Frequent picking errors require the use of positive verification during thepicking process.

E-business requires constant customer updates when orders have been

picked.

Picking and Case IDs/Pallet IDsPicking is performed by Case ID. Case IDs are created in a successful allocation. A

Case ID is an identifier that represents a box or a pallet. For example, if the system

allocates one pallet, 15 cases, and nine eaches, the 1 pallet would be considered one

pallet ID. Each of the 15 cases would have its own ID. The nine eaches (based on how

they fit into boxes for cartonization) have a Case ID for each box into which they areplaced.

Picking and Inventory BalancesWhen an item is initially allocated, it is given a status ofNormal orAllocated. The

product reservation updates the quantity-allocated field in the inventory balances,

making that quantity unavailable for further allocations.

When an item status is changed from Normal to Picked, the quantity-allocated balance

is reduced, but the quantity-picked balance is increased. The total product available for

further allocation remains the same as it was when the item was first allocated.

Available = On Hand [Picked + Allocated]

When an item status is changed to Shipped, on-hand inventory is reduced by the

quantity that was shipped.

An item can be unallocated (clearing the quantity allocated and quantity picked

columns) up to the point it is shipped.


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Picking Options RF-assisted

This section defines RF-assisted picking and describes the different RF-assisted

options available.

RF-assisted Picking TasksRF-assisted Picking means that the picker uses the RF terminal to update the status of

the Shipment Order. The picker controls the picking order. Refer to RF-assisted and

RF-directed Picking for more information.

PICKING TASKS (K1)

Picking Task ScreensCases/Pallets (K2) Screen

A Detailed Pick method is used when you are required to verify information about the

item being picked. In this method, all information about the pick is captured in the Pick

screen, and a Case ID or Pallet ID for the item is entered. SSA Warehouse

Management 4000 verifies the information and updates the Case ID or Pallet ID to

Picked.

Pieces/Eaches (K3) ScreenThe Quick Pick method is generally used in Pick-and-Pack Operations. The LBL#

(label number/Case ID) is scanned, and all items listed for placement in the Case ID

are updated to Picked.

You can also use the picking process to update the database whenever picked product

is moved.


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Update Pick (K4) ScreenThe Update Pick screen notifies the database when a product is shipped, such as a

loading a vessel.

RF Ship 1 ScreenThe RF Ship 1 screen notifies the SSA Warehouse Management 4000 system when

picked product is closed, packed, loaded, and shipped. Options include the following:

Pack/Load/Ship (F1 screen)

Pack (F12 screen)

Load (F3 screen)

QC/Close Tote (DC01 screen)The QC/Close Tote screen allows you to indicate that a Case ID/Drop ID/Tote ID has

been sealed shut or closed. You can also set the QC Flag and populate various user-

defined fields throughout the process. Refer to RF Quality Control Tote Close for more

information.

Dyn Pick (Dynamic Pick) MenuThe Dynamic Pick Menu provides features and enhancements, such as FIFO/LIFO

capabilities on the Commodity and Order Detail level, Date Code Days, Shelf-life,

Selector Replenishment, and so on. Refer tothe SSA Warehouse Management

4000 Dynamic Allocation User Guide for more information.

Sortation ScreenRefer to the SSA Warehouse Management 4000Batch Picking User Guide.


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Performing RF-assisted Pick (Cases/Pallets and

Pieces/Eaches)

This section describes how to perform a pick task using one of the two following

options:

Cases/Pallets (K2) Detailed Pick screen

Pieces/Eaches (K3) Quick Pick screen

A list of items for picking is created from successful allocation. The items are listed on

pick tickets, which can be released from the Shipment Order screen, or are released to

the task queue. The picker takes the pick ticket and picks the products in the quantity

requested from the designated location. Once picked, the items are updated in SSA

Warehouse Management 4000 as status Picked. If workstation pick tickets are used,

a manual status change is required.

With RF-assisted picking, pick tickets can be consolidated. You can create aconsolidated pick ticket in the Reports module. Refer tothe SSA Warehouse

Management 4000 Reports User Guide for more information.

RF-assisted Picking MethodsSSA Warehouse Management 4000 provides two methods for RF-assisted picking:

Cases/Pallets (K2) ScreenThe Detailed Pick method is used when you are required to verify information about

the item being picked. In this method, all information about the pick is captured in thePick screen, and a Case ID or Pallet ID for the item is entered. SSA Warehouse

Management 4000 verifies the information and updates the Case ID or Pallet ID to

Picked.

Pieces/Eaches (K3) ScreenThe Quick Pick method is generally used in Pick-and-Pack Operations. The LBL#

(label number/Case ID) is scanned, and all items listed for placement in the Case ID

are updated to Picked.

You can also use the picking process to update the database whenever picked product

is moved.

The first Picking option allows you to select full cases or pallets from flow racks or bulk

storage areas. SSA Warehouse Management 4000 generates one shipping label for

each full case or pallet.


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Performing a Full Case or Pallet Pick (K2 Screen)1. From the SSA Warehouse Management 4000 Main Menu, press

Pick/Shipping. The Picking Tasks (K1) screen displays.

Picking Tasks (K1)

2. Press Cases/Pallets . The Cases/Pallets (K2) screen displays.

Cases/Pallets (K2)

3. Populate the following Pick From fields by scanning or by typing them:

STOR - Name of the Storer of the Commodity.

LOT - Identifier for a specific lot (unique Storer/Commodity/10

Lottables combination).

PROD - Commodity code.

ID - Movable Unit ID (MUID) associated with the product.


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QTY -Amount of product to be picked.

Note

The amount cannot exceed what is in the location.

UOM - Unit of measure for the Commodity. Example: case, pallet,

innerpack, or each.

LOC - Location of the product before picking.

4. Populate the following Pick To fields by scanning or by typing them:

LBL# - Label Number or Case ID. It is the identifier for the case or lot,

bar-coded on the case or pallet.

DROP - Drop ID for the Commodity.

Note

If you are picking cases to a Pallet ID, enterDROP as the ID.

Then, pre-assign one pallet ID and pick the cases to that pallet.

This allows you to treat the pallet as one unit for moving and for

status updates.

LOC - New location for the product.

Note

The suggested To location is automatically populated, based onthe Default Pick To Location defined on the Putaway Zone

window. If necessary, this location can be overridden; however,

the location you enter must be a Pick To orStaged location type.

If the location you enter is not a Pick To orStaged location type,

an error message displays.

SHORT -Y orN (Yes or No); identifies whether the pick was shorted

(defaults to N).

Refer to the next topic Performing a Short Pick (K2 Screen)for

additional information.


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Cases/Pallets (K2) Sample Entry

5. When you complete the last field on the screen and press ENTER, the unit

transmits the data to the SSA Warehouse Management 4000 database,

which then displays a blank screen so that you can pick the next item.

6. Repeat steps 3-5 until all pick tasks are complete.

7. Press ESC to return to the screen.

Performing a Short Pick (K2 Screen)If there are not enough items available during picking, a short pick can be performed.

Short picks are only allowed using the Case/Pallets (K2 Screen) option. If you enterY

to indicate a short pick, SSA Warehouse Management 4000 finds the line item within

the same UOM that comes closest without going under the picked value.

For example:

Pack= 1-10-100.

Order Detail has 3 lines: 3 CS, 2 CS, and 5 EA.

User picks 1 CS and sets the SHORT field to Y.

The system selects the line item with 2 CS as one item picked, reason = SHORT.

The 2 remaining order lines stay open.


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Use the following steps to perform a short pick:

1. Follow steps 1-4 in the topic Performing a Full Case or Pallet Pick (K2 screen).

2. EnterY in the SHORT field to indicate a short pick.

Cases/Pallets (K2) Sample Entry

3. Press ENTER. The unit transmits the data to the SSA Warehouse

Management 4000 database, and then displays a blank screen to allow you

to pick the next item.

4. Repeat steps 1-3 until all pick tasks are complete.



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Performing Picking by Pieces/Eaches (K3 screen)The second Picking option allows you to select pieces or inner packs from a partial

pick zone. SSA Warehouse Management 4000 generates one shipping label foreach case.

Note

When performing partial picks, SSA Warehouse Management 4000

assumes you are picking product from the correct pick area, and that all

products assigned to each shipping label are picked and in the case.

To perform a partial pick of pieces or units:

1. From the SSA Warehouse Management 4000 Main Menu, select


Picking Tasks (K1)

2. Press Pieces/Units. The Pieces (K3) screen displays.

Pieces (K3)


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3. Scan or type the following fields:

LBL - Label Number or Case ID. It is the identifier for the case or lot,

bar-coded on the case or pallet.

LOC -To Location for the Commodity.

Note

The suggested To location is automatically populated based on the

Default Pick To Location defined on the Putaway Zone window. If

necessary, this location can be overridden; however, the location

entered must be a Pick To orStaged location type. If the location

entered is not a Pick To orStaged location type, an error message

displays.

4. Press ENTER twice to accept the entry.

5. Repeat steps 3 and 4 until all picks are complete.



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Updating Pick Status

This section describes the RF-assisted method for updating the status of a pick.

If you move product that has already been picked, the third Picking option allows youto update the location or status of the product by scanning its shipping label. You can

also change the Drop ID on this screen.

Updating a Picked Product Location1. From the SSA Warehouse Management 4000 Main Menu, select


2. Press Update Pick. The Pick Update (K4) screen displays.

Pick Update (K4)

3. Populate the following fields by scanning or typing:

LOC - New location of the Commodity.

LBL# - Label number, Tote ID, or Case ID generated when allocation

was performed.

DROP - Drop ID used to consolidate picks. This field is used when

multiple picks are consolidated onto one shipping container. The Drop

ID (in this case) is the ID of the shipping container.

4. After completing the last field on the screen and pressing ENTER, the unit

transmits the data to the SSA Warehouse Management 4000 database, and

then displays a blank screen for the next item.

5. Repeat steps 3 and 4 until all picked product is moved.

6. Press ESC to return to exit the screen.


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Picking for RF Shipment (RF-assisted)

This section describes how to pack product for shipment onto a Drop ID, and then load

the ID onto a truck or other vessel. The shipping portion is not covered; refer to theSSA Warehouse Management 4000Shipping User Guide for more information.

The RF Ship 1 function allows you to notify the SSA Warehouse Management 4000

system of packing, loading and shipping tasks performed. This feature of the system

can only be used when Pick Tasks have been released to the Task Manager.

PACK/LOAD/SHIP (PLS)

Pack/Load/Ship Process1. Pack the product onto a Drop ID. (Options 1 or 2 above)

2. Load the Drop ID onto a truck, train, or other vessel. (Options 1 or 3 above)

3. Ship the vessel. This ships all contents of the Drop ID. (Option 1 above)

Note

You can Pack the product onto a Drop ID located on the departing vessel,

skipping step 2.


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Sample ScenarioStep 1: Pack Case IDs 0000000199 and 0000000200 onto a Drop ID, DROPID01 at

DOCK.

Sample PACK/LOAD/SHIP (F1)

Step 2: Load the Drop ID onto a truck.


Step 3: The last step is to ship the truck. All contents on the Drop ID update to

Shipped. Refer to the SSA Warehouse Management 4000Shipping User Guide for

more information.


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Packing and Loading for Shipment1. Log on to the RF unit.

2. From the SSA Warehouse Management 4000 RF Main Menu, select


3. Select RF Ship 1. The PACK/LOAD/SHIP (PLS) screen displays.

PACK/LOAD/SHIP (PLS)

4. Select Pack/Load/Ship. The PACK/LOAD/SHIP (F1) screen displays.


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PACK/LOAD/SHIP (F1)

Note

You can also select PACK for Packing orLOAD for Loading. The

following screens display:

RF PACK (F12) RF LOAD (F3)

5. Scan or type appropriate information in the following fields:

FROM ID - Current ID of the Commodity. For PACK, the From ID can

be a Case ID or another Drop ID. For LOAD, the Drop ID is used.

FROM LOC - Location from which the Commodity is being moved

(Optional)

TO ID - New Drop ID for the Commodity (PACK); ID of the truck, train,

or other vessel that the product is going to ship on (LOAD)

TO LOC - A location to which the Commodity is being moved. Note

that this location can be part of the system tables or a ghost location.

(Required for PACK; optional for LOAD.)


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ACT - The action being performed: PACK, LOAD,orSHIP.

6. After you complete the last field on the screen and press ENTER, the unit

transmits the data to the SSA Warehouse Management 4000 database and

then displays a blank screen so that you can pick the next item.

NoteAfter pressing ENTER to confirm, the system determines whether the Drop

ID entered already exists. If it does not, the system prompts you to enter the

location of the Drop ID. Scan or type the TOLOC and press ENTER.

PACK Location (F1)

7. Repeat steps 5 and 6 until packing and loading are complete.



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Picking from SSA Warehouse Management 4000

Workstation

This section describes how to update the status of a pick through the workstation (as

opposed to through RF).

A pick line can be updated from normal to picked orshipped from the Show Picks tab

of the Shipment Order window. A drop-down list for each pick line displays the status

of the pick.

Changing Status to Picked1. Navigate to Warehouse Documents Shipment Order. The Shipment

Order - Search window displays.

2. Enter any applicable information about the order. Right-click and selectApplySearch. The Shipment Order window displays in Form View if one record

matches the criteria, and in List View if multiple records match the criteria.

3. Click the blue book in front of a Shipment Order Number. Select a Shipment

Order that successfully allocated. The Detail List tab displays.

4. Right-click the detail line and select Show Picks. The Picks tab displays.

5. Right-click and select Modify Mode, unless already in Modify Mode.

Shipment Order Picks Tab


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6. Click on the Status field drop-down for the item being picked and change the

Status (Printed/Released orNormal) to Picked.

7. Right-click and select Save. The Pick Line and Inventory Balance changes are

updated.

For more information on the Shipment Order window, refer tothe SSA WarehouseManagement 4000Order Processing User Guide, Shipment Orders.


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RF-directed Picking

This section describes how to execute an RF-directed pick.

RF-directed picking means that the picker is directed by the system based on his/herassigned work area. The system dispenses picking tasks to the pickers based on the

order in which the waves were released. Refer to RF-assisted and RF-directed Picking

for more information.

Note

You must have permission to do pick tasks in the Task Manager User

window. Note that you must also be set up for the correct pick type, such as

Pick Piece, Pick Case, and so on. Refer to the SSA Warehouse

Management 4000 User Reference Guide, Chapter 3 Setup, Task

Manager Setup for more information.

Task Manager User


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Performing an RF-directed Pick1. From the SSA Warehouse Management 4000 Main Menu, select the Task

Manageroption. The Task Manager (TMM) screen displays.

Task Manager (TMM)

2. Select Standard. The Task Manager (T1) screen displays.

Task Manager (T1)

3. Scan or type the following fields:

Area1 Scan or type the area or location for the tasks. If this field is

blank, the system accesses tasks for all areas in which you havepermission.

Task Type P to select Picking tasks. PK Pick displays in the field.

If nothing is selected, non-pick tasks are sent.


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4. If applicable, the system sends you the first pick task. The Pick (TPK) screen

displays.

Pick (TPK)

5. Press ENTER to accept the current pick task. (To cancel, press ESC. The

system prompts you to enter a reason code.) A new Pick (TPK) screen

displays.

Note

If there are any special instructions, a separate screen displays with the

instructions. Refer to Special Instructions for RF-directed Picking for more

information.

6. Confirm the following fields by scanning or typing the following information:

Pick (TPK)

PROD - Commodity or product being picked

FROM - Location of the Commodity before picking

MUID - Movable Unit ID (MUID) associated with the product


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TO - The suggested To location is automatically populated, based on

the Default Pick To Location defined on the Putaway Zone window. If

necessary, this location can be overridden; however, the location

entered must be a Pick To orStaged location. If the location entered is

not a Pick To orStaged location type, an error message displays.

ID - New ID associated with the product (optional)

QTY -Amount of product picked

REAS - Reason code, if applicable (Whenever a user short-picks a

task, a reason for doing so must be entered.)

The following fields are populated by the system and do not require

confirmation:

STOR - Name of the Storer of the Commodity

CASE - Case ID or Label number associated with the pick task

PACK - Pack for the Commodity

UOM - Unit of measure for the Commodity. Example: Case, Pallet,

Innerpack, or Each


transmits the data to the SSA Warehouse Management 4000 database. You

are then prompted to press ENTER to accept the next task, orESC to cancel.

Press ENTER

Note

If picking cases to a Pallet ID, you can enterDROP as the ID, and thenpre-assign one pallet ID and pick many cases to that pallet. This allows

you to treat the pallet as one unit for moving and for status updates.

8. Repeat steps 37 until all pick tasks have been completed.


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Note

The N/n New Case ID message refers to your ability to assign a new CaseID to picks remaining after an initial case is full. Refer toAdding a New Case

ID when Picking for more information.


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RF-directed Pick Verification Methods

To determine a verification method, enter a value in the FROM and LPN (License

Plate Number) fields and press ENTER. The system performs a search on task detailusing the LPN and FROM location you entered to find the To Location for the LPN.

Using that location, the system identifies the Putaway Zone and determines the

Positive Verification method for this zone.

If the Positive Verification method is Location, the system must validate the data

entered in the FROM field with the location of the inventory.

If the Positive Verification method is Check Digit, the system must calculate the Check

Digit of the location in which the inventory is located to verify that it matches the Check

Digit entered.

If the Positive Verification method is None, the system assumes that the correct

location was used.

Location Verification SampleThe field label occurrence of MUID has been changed to FLPN (From License Plate

Number); LPN has been changed to TLPN (To License Plate Number).

RF-directed Pick Location Verification Sample


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Check Digit Verification SampleNote that the CKDG (Check Digit) field has been added to the following screen.

RF-directed Pick Check Digit Verification Sample

No Positive Verification SampleNo confirmation fields.

RF-directed Pick No Positive Verification Sample


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RF-assisted and RF-directed Picking Reports

The following table provides a list of all reports associated with RF-assisted and RF-

directed Picking. Refer tothe SSA Warehouse Management 4000Reports UserGuide for additional information on viewing and modifying reports.

Report Name Description

Commercial Invoice Displays invoice information for an order, or group of orders. Thisreport can be generated from the Shipment Order or the Wave.

Commercial Invoice Displays invoice information for an order, or group of orders. Thisreport can be generated from the Shipment Order or the Wave.

Consolidated PickTicket

Combines Commodities from various orders into a single pickticket. Commodities picked from the same location are groupedtogether.

Current Stock Detail-

by Location

Displays system inventory balances (On-hand, Allocated, and so

on) for all Commodities in a location.Current Stock Detail-by Product

Displays system inventory balances (On-hand, Allocated, and soon) for all locations of a Commodity.

Current StockSummary

Displays the total system inventory for Commodities. The report issorted by Storer and Commodity.

Drop ID Contents Displays a listing of Case IDs associated with the selected Drop ID.

Empty LocationReport

Provides a listing of all locations that are not being used.

High-Low Inventory Displays the high and low levels of inventory for a listing ofCommodities within a designated date range.

Labor Detail Report Provides a detail listing of completed tasks by user, and timesassociated with each task.

Labor SummaryReport

Provides a summary listing of completed tasks by user, and timesassociated with each task.

Multiple Commoditiesin Location Report

Displays locations containing multiple Commodities. The report issorted by location, and then by the Commodities in that location.

Multiple LocationsAss igned toCommodity Report

Displays all Commodities that have been assigned to multiplelocations. The report is sorted by Commodity, and then location.

Pack Slip Provides packing information for a particular order or group oforders. This document can be generated from the Shipment Orderor the Wave.

Pack Slip Provides packing information for an order or group of orders. Thisdocument can be generated from the Shipment Order or the Wave.

Pick List Contains all Shipment Order Pick Detail Line information to performthe picking activity in a paper environment.

Pick List Displays picking information for an order or group of orders. Thisreport can be generated from the Shipment Order or the Wave.

Product NearExpiration Report

Displays products that are due to expire within a designatednumber of days from the system date.


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Report Name Description

Re-order Forecast Displays information about the current inventory situation for aCommodity (On-hand and On-order), and the associated reorderpoint for that Commodity.

RF-assisted Pick Li st Contains RF-assisted Picking information for an order. This reportcan be generated from the Wave.

RF-directed Pick Li st Contains RF-directed Picking information for an order, includingbarcode information. This report can be generated from the Wave.

Shipment OrderReports

Stock Movement byCommodity

Provides details of system activity against a Commodity for adesignated period. The transaction types associated with thisactivity also display.

Stockout Report Provides detail on shipment order shortages where there is notsufficient product available to fulfill the requested quantity.

Stockout Summary Provides summary information on shipment order shortages wherethere is not sufficient product available to fulfill the requestedquantity.

Wave Repor ts


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RF-assisted and RF-directed Picking Events

The Events functionality enables the System Administrator to track daily warehouse

activities. The following table provides a list of Events associated with RF-assisted andRF-directed Picking functionality. These Events must be activated. Refer to the SSA

Warehouse Management 4000 Administrators Guide and the SSA Warehouse

Management 4000 Administrators Reference Guide for more information.

Note

Picking Events are not triggered through Dynamic Allocation.

Event Type Description

Commodity Modified An existing Commodity record is updated or modified by the

user.

Inventory Modified Inventory has been updated on modified by a user transaction.

Pick Completed A Pick Detail has been updated or modified to Picked status. InSSA Warehouse Management 4000 there are several ways toupdate a Pick Detail Line to Picked:

Manually update a Shipment Order Pick Detail Line fromNormal to Picked through the Status field.

Completing the RF-directed Pick displayed on your RF unit.

Completing the RF-assisted Pick displayed on your RF unit.

Through RF Loading and Batch Picking

Pick Created A Pick Detail Lines has been created from an allocation

transaction.Pick Detail Created The Allocation process is complete, and pick detail lines are

created.

Pick Detail Picked The Shipment Order Pick Detail Line Status field has beenupdated or modified from Normal orReleased/Printed status toPicked.

Shipment Order Created A Shipment Order has been manually created by a user, orimported.

Shipment Order Deleted A Shipment Order has been manually deleted by a user.

Shipment Order L ineCreated

A Shipment Order Pick Detail Line has been manually created bya user, or imported.

Shipment Order L ineDeleted

A Shipment Order Pick Detail Line has been manually deleted bya user.

Shipment Order L ineModified

A Shipment Order Pick Detail Line has been manually modifiedby the user.

Shipment OrderModified

A Shipment Order has been manually modified by the user.


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Chapter

3

Quantity Confirmation on Picking

Quantity Confirmation on

Picking

SSA Warehouse Management 4000 allows the warehouse to determine whether a

Location Quantity confirmation is performed during the RF picking processes. The

picker validates the quantity in the location based on configuration settings.

Using Quantity Confirmation on PickingPicking errors often are the cause inventory imbalance conditions. Quantity

confirmation allows warehouse management to confirm quantities in the pick location

during the picking process. If the picker confirms the quantity in the location, the

picking process can continue. If the picker reports that the Quantity in the location

does not match the System Quantity, then a Request to Count is created in the

background, allowing the picker to continue the picking process.


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Quantity Confirmation Setup

This section describes how to set up quantity confirmation functionality. The Putaway

Zone setup is a required setup.

Putaway Zone SetupThe Putaway Zone lets you set up whether Quantity Confirmation is allowed in the

zone, and lets you set up the quantity level that triggers the confirmation.

1. Navigate to Support Setup Putaway Zone. The Putaway Zone window Search tab displays.

2. To modify a current record, enter information about the record.

3. Right-click and selectApply Search . The Putaway Zone window - Form tab

displays.Or

To add a new record, right-click and selectAdd New Record . The Putaway

Zone: (New) window displays. Refer to the SSA Warehouse Management

4000 User Reference Guide, Chapter 3 Setup, Setting Up a Putaway Zone

for more information.

4. From the drop-down menu in the Quantity Confirmation during RF Picks

field, select Quantity Confirmation is Allowed. This allows the system to

perform the quantity confirmation based on the quantity set in the When

Location Inventory is l ess than or equal to field.

5. Enter a numeric value in the When Location Inventory is less than or equal

to field. This value triggers the quantity confirmation based on the inventorybalance in the location being picked. The Quantity Confirmation during RF

Picks and When Location Inventory is less than or equal to fields work

together to determine whether a quantity confirmation is to be performed

during the RF Picking process.


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Quantity Confirmation for Full Case or Pallet Pick1. From the SSA Warehouse Management 4000 RF Main Menu, select


Picking Tasks (K1)

2. Select Cases/Pallets . The Cases/Pallets (K2) screen displays.

Cases/Pallets (K2)

3. Populate the following Pick From fields by scanning or typing the information:


LOT - Identifier for a specific lot (unique Storer/Commodity/10

Lottables combination)

PROD - Commodity code

ID - Movable Unit ID (MUID) that the product is on


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QTY -Amount of product in the specified location


innerpack, or each

LOC - Location of the product before picking

4. Scan or type information into the following Pick To fields:

LBL# - Label Number or Case ID. It is the identifier for the case or lot,

bar-coded on the case or pallet

DROP - Drop ID for the Commodity

LOC - New location for the product

SHORT - Y orN (Yes or No); identifies whether the pick was shorted

(defaults to N)


transmits the data to the SSA Warehouse Management 4000 database.

6. If Quantity Confirmation is allowed, the following screen displays.

Sample Cases/Pallets (K2) Quantity Confirmation

7. If the Quantity in the location matches the QTY field on the RF unit, the picker

selects Y (Yes) and then continues with the picking process.

8. If the Quantity in the location does not match the QTY field on the RF unit, the

picker selects N (No) and a Request to Count is created. The picker continues

the picking process.


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Quantity Confirmation for RF-directed Picking

This section describes how to process quantity confirmation for RF-directed picks.

1. From the SSA Warehouse Management 4000 RF Main Menu, select TaskManager. The Task Manager (TMM) screen displays.

Task Manager (TMM)

2. Select Standard. The Task Manager (T1) screen displays.

Task Manager (T1)

3. Scan or type information into the following fields:

Area1 - The area or location for the tasks. If this field is blank, the

system accesses tasks for all areas for which you have permission.

Task - Type P once to select Picking tasks. PK Pick displays in the

field. If nothing is selected, you can receive other tasks.


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4. If applicable, the system sends you the first pick task. The Pick (TPK) screen

displays.

Pick (TPK)

5. Press ENTER to accept the current pick task. (To cancel, press ESC. The

system prompts you to enter a reason code.) Any special instructions

associated with the Commodity or Pick task are displayed.

Sample Special Instruction Screen (RF-directed Pick)

In cases where special instructions have been defined for both the Commodity

and the order detail, both display on the RF unit. Special instructions defined

at the Commodity level display first, followed by those defined at the order

detail level.

6. Use the up and down arrow keys to scroll the messages if necessary.

7. Press ENTER twice to confirm acceptance.


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Pick (TPK)

8. Confirm the following fields by scanning or typing the information:

PROD - Commodity code FROM - Location of the Commodity before picking

MUID - Movable Unit ID (MUID) that the product is on

TO - Location of the Commodity after picking

ID - New ID associated with the product, if any


REAS - Reason code, if applicable (Whenever you short pick a task,

enter a reason for doing so.)


confirmation:


CASE - Case ID or Label number associated with the pick task



innerpack, or each


transmits the data to the SSA Warehouse Management 4000 database.


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13. Repeat steps 3 - 5 until all pick tasks have been completed.


Note

N/n New Case ID refers to your ability to assign a new Case ID to picks

remaining after an initial case is full. Refer toAdd New Case ID During

Picking for more information.


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Quantity Confirmation for Cluster Picking

This section describes how to process quantity confirmation with cluster picking.

1. From the RF Main Menu, select the Task Manageroption. The Task Manager(TMM) screen displays.

Task Manager (TMM)

2. Select option 4 Cluster Picking. The Cluster Pick (TM2) screen displays.

Cluster Pick (TM2)


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3. Select eitherBy Order ID if picking orders, orBy Case ID if picking cases.

(Pressing ESC returns you to the Task Manager screen.)

Pick Order ID (TM3) Pick Case ID (TM4)

4. Scan or type information for theArea field.

5. Press eitherF to perform the pick tasks in forward (ascending) order, orR to

perform the tasks in reverse (descending) order.

6. Press ENTER. SSA Warehouse Management 4000 returns a list of blank

numbered lines.

7. Do one of the following:

For the Enter Orders (TM31) screen, scan or type the Shipment Order

number for each order to be picked, up to 30.

For the Enter Case IDs (TM41) screen, scan or type the Tote/Case

IDs, up to 30.

Enter Orders (TM31) Enter Case IDs (TM41)


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8. Press ENTER twice after entering the last order or Case ID. SSA Warehouse

Management 4000 returns the first pick, based on the selection sequence.

Pick (TPKO) Orders Pick (TPKC) Case IDs

9. Press ENTER to accept the pick.

10. A new Pick (TPKO or TPKC) screen displays. Confirm the following fields by

scanning or typing the information:

Pick (TPKO) Orders Pick (TPKC) Case IDs

PROD - Commodity code

FROM - Location of the Commodity before picking

MUID - Movable Unit ID (MUID) that the product is on (if applicable)

TO:

ID - New ID to be associated with the product, if any


REAS - Reason code, if applicable (Whenever a user short picks a

task, you must enter a reason for doing so.)


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confirmation:


CASE - Case ID or label number associated with the pick task



innerpack, or eaches

Refer to RF-directed, RF-assisted, and Cluster Picking Field Definitions for

more information.

11. When you complete the last field on the screen and press ENTER, you are

prompted to press ENTER again to accept. Pressing ESC cancels the task.

Pick (TPKO) Pick (TPCK)

12. The system transmits the pick information to the server and the pick isconfirmed.

13. If Quantity Confirmation is allowed, the following screen displays.

Sample Quantity Confirmation (RF Cluster Picking)


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14. If the Quantity in the location matches the QTY field on the RF unit, the picker

selects Y (Yes) and continues the picking process.

If the Quantity in the location does not match the QTY field on the RF unit, the

picker selects N (No) and a Request to Count is created. The picker continues

the picking process.15. You are prompted to press ENTER to accept the next task, orESC to cancel.

Press ENTER Message

16. After you press ENTER, the system sends the next pick for the same location.

If there are no picks for same location, the system sends picks for the next

location, following the Forward or Reverse logic.

17. When all of the picks for the tote have been completed, the RF unit returns a

Close Tote message. Refer to the screen shot below. If you have arrived at the

end of a pick path and the RF unit has not returned a Close Tote message for

all totes, this means there are outstanding picks in other work areas. RFpickers assigned in other work areas scan the remaining totes to retrieve any

outstanding tasks.

Close the Tote Message

If there are no more tasks, the system returns the message: Nothing to do.

You can press ESC to enter another series of order numbers or Case IDs.


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RF Cluster Picking Verification Methods

To determine a verification method, enter a value in the FROM and LPN (License

Plate Number) fields and press ENTER. The system performs a search on task detailusing the LPN and FROM location you entered to find the To Location for the LPN.

Using that location, the system identifies the Putaway Zone and determines the

Positive Verification method for this zone.

If the Positive Verification method is Location, the system must validate the data

entered in the FROM field with the location of the inventory.

If the Positive Verification method is Check Digit, the system must calculate the Check

Digit of the location in which the inventory is located to verify that it matches the Check

Digit entered.

If the Positive Verification method is None, the system assumes that the correct

location was used.

Location Verification SampleThe field label occurrence of MUID has been changed to FLPN (From License

Plate Number); LPN has been changed to TLPN (To License Plate Number).

RF Cluster Picking Location Verification Sample


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Check Digit Verification SampleNote that the CKDG (Check Digit) field has been added to the following

screen.

RF Cluster Picking Check Digit Verification Sample

No Positive Verification SampleNo confirmation fields.

RF Cluster Picking No Positive Verification Sample


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Chapter

4

Conditional Validation on Picking

Conditional Validation on

Picking

SSA Warehouse Management 4000 allows the warehouse to determine the specific

validations that the system performs during the RF picking processes. The system

validates data entered by the RF picker based on configuration of these settings. The

following information can be validated:

Location from which product is selected

Product number [or any other product ID (UPC, UCN, and so on)]

Pallet ID number selected

Minimum shelf life requirements versus the date entered by picker

Lot number selected

New lot, location, and ID combination (system verifies against inventory

records for the product selected)

Ship Groups

Using Conditional Validation on PickingThe most common reason for inventory imbalance conditions is picking errors.

Conditional Validation allows warehouse management to target the data that requires

validation. It also eliminates the need for pickers to enter extra data that is not required

for verification.

Common Examples of Conditional Validation on PickingPickers in the warehouse might pick from the wrong locations. Through Conditional

Validation, they could be required to scan a barcode to verify that they are picking fromthe correct location, eliminating many picking errors.

The forklift operators might stock the wrong product in the picking locations. Through

Conditional Validation, the pickers could be required to verify that they are stocking the

correct item.


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Warehouse locations hold two pallets, and it is important that pickers select product

from the correct pallet. Through Conditional Validation, the pickers could be required to

verify that they are picking from the correct pallet.

Company policy mandates that no items leave the warehouse with less than 30 days

of shelf life. With Conditional Validation, the warehouse can meet specific customerrequests, such as shipping product with only 60 days of shelf life or more.


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Conditional Validation Process

This section describes the functions of each of the validation types:

Post-allocation

Post-pick

Pre-ship

It also describes the basic process for Conditional Validation.

Post-allocationWhen Post-allocation Validation is enabled, the system verifies that all detail line

items on an order have been allocated.

Post-pickWhat the system does forPost-pick Validation depends on the routines that have

been enabled. For example, if Shelf Life is enabled, the system does a shelf life

validation when the pick is processed. If Check Lot, Location, and ID are enabled, then

the system is checking the validation of entries in this field when the pick is done.

Pre-shipWhat the system does forPre-ship Validation depends on what routine is enabled.

The difference is that the validation is taking place when you are attempting to ship,rather than attempting to pick.

Basic Process On all allocation, RF picking, and shipping activities, the system reads a list of

validation routines from a table.

The system executes these validation routines to determine whether there are

any errors.

If there are no errors, the allocation, pick, or shipping action can be completed;

otherwise, an error message appears on the workstation or RF user.

This requirement also applies to all RF-directed and RF-assisted picking,

including Cluster Picking and Batch Picking.


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Conditional Validation Setup

This section describes how to set up conditional validation functionality for each of the

following validation types: Post-allocation Validation

Post-pick Validation

Pre-ship Validation

Commodity SetupThe General tab on the Commodity window allows you to set the minimum shelf life for

Picking.

1. Navigate to Support Setup Commodity. The Commodity window Search tab displays.

2. To modify a current record, enter information about the record, then right-click

and selectApply Search. The Commodity window - General tab displays.

Or

To add a new record, right-click and selectAdd New Record . The

Commodity: (New) window displays. Refer to the SSA Warehouse

Management 4000 User Reference Guide, Chapter 3 Setup, Setting Up a

Commodity for more information.

3. If modifying a current record, right-click and select Modify Mode, unless

already in Modify Mode.

4. Click the drop-down menu in the Shelf Life Indicatorfield and select Yes. (Nois the default). This allows the system to perform validations based on shelf life

provided the routines are enabled. The Inbound Shelf Life and Outbound

Shelf Life fields can now be populated.

5. Click the drop-down menu in the Shelf Life Code Type field and select

Expiration Date orManufacturing Date. The system compares the code type

selected (Expiration Date or Manufacturing Date) to the current date to

calculate the shelf life.


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6. Enter the number of days in the Outbound Shelf Life field. The Outbound

Shelf Life is the number of days permitted before the Expiration Date, or the

number of days permitted after the Manufacturing Date.

Commodity: (New) General Tab

Notes

The Minimum Shelf Life field is used only if the Minimum Shelf

Life field is not populated.

The Inbound Shelf Life field does not apply to this functionality.

To view a conditional validation associated with a Commodity, right-

click the Commodity record and select Show Conditional

Validation. Right-click and selectApply Search to view any

validation records.

Setup on the Conditional Validation WindowThis window is used to define the conditions under which Post-allocation, Post-pick,

and Pre-ship validation routines are performed.

Post-allocation Validation Setup1. Navigate to Support Setup Conditional Validation. The Conditional

Validation Search tab displays.

2. To view the default (pre-populated) records, right-click and selectApply

Search. The Conditional Validation window displays in Form View if one

record matches the criteria and in List View if multiple records match the

criteria.


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Note

The only edit allowed to the default Post-Allocation Validation routine is to

enable or disable the validation.

3. To create a new record, click on the Search tab. Right-click and selectAdd

New Record. The Conditional Validation: (New) window displays.

4. When adding a new record, populate the header fields for each validation

type:

Consignee - Party to whom the Commodity is delivered.

Storer - Owner of the Commodity to be validated.

Commodity - Product to be validated.

Note

The Consignee, Storer, and Commodity fields are not required

for the default record. However, all three fields are required when

adding a new record.

Type - Validation type for the record. Click on the drop-down menu

and select Post-Allocation Validation.

Minimum Shelf Life - Minimum number of days a customer allows

between the current date and either the expiration date or the

manufacturing date for an item being shipped. (The Expiration Date

or the Manufacturing Date fields are found on the Commoditywindow.) This number is compared with the calculated number to

determine if the validation passes or fails. This field cannot be edited

for Post-allocation Validation.

Enabled - Determines if the Validation Routine header is validated by

the system. If set to No, the system does not validate this record.

Default - Displays Y for default records created by the system, and N

for any records you create. It is pre-populated.

5. Populate the following detail fields as required:

Validation Routine - Validation routine that the system should follow.

In this case, there is only one choice, Post-Allocation Validation, and it

is already selected.

Enabled - Click on the box to enable the validation routine. Only

enabled routines are considered by the system when processing

validations.


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6. The system populates the following fields:

Validation Key (header) - Gives the validation a unique identifier,

which you can override.

Sequence (detail) - Determines the sequence of the validation

routines that the system should follow.

Conditional Validation: (New) - Post-Allocation Validation

7. Right-click and select Save.

Post-pick Validation Setup1. Navigate to Support Setup Conditional Validation. The Conditional

Validation Search tab displays.

2. To view the default (pre-populated) records, right-click and selectApply

Search. The Conditional Validation window displays in Form View if one

record matches the criteria and in List View if multiple records match the

criteria.

Note

The only edits allowed to the default Post-Pick Validation routine are to

enable or disable the validations.

3. To create a new record, click the Search tab. Right-click and selectAdd NewRecord. The Conditional Validation: (New) window displays.


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4. When adding a new record, populate the header fields for each validation

type:

Consignee - Party to whom the Commodity is delivered.

Storer - Owner of the Commodity to be validated.

Commodity - Product to be validated.

Note

The Consignee, Storer, and Commodity fields are not required

for the default record. However, all three fields are required when

adding a new record.

Type - Validation type for the record. Click the drop-down menu and

select Post-Pick Validation.

Minimum Shelf Life - Minimum number of days the customer allowsbetween the current date, and either the expiration date or the

manufacturing date for the item being shipped. This number is

compared with the calculated number to determine if the validation

passes or fails.

Enabled - Determines if the Validation Routine header is validated by

the system. If set to No, this record is not validated by the system.

Default - Displays Y for default records created by the system, and N

for any records you create. It is pre-populated.

5. Populate the following detail fields:

Validation Routine- Validation routine the system should follow.

Select one of the following: Shelf Life Comparison, Check Lot, Check

Location, Check Commodity, Check ID, and Check New LOT, LOC,

ID. Refer to the following chart for definitions.

Note

When using the Check Lot routine, you must modify thepr ompt s. i ni file to require that the lot be entered on an RF unit.

Enabled - Click the check box to enable the validation routine. Only

enabled routines are considered by the system when processing

validations.

RF-directed Picking- Click the check box to allow consideration of

RF-directed Pick tasks in the validation routine.

RF-assisted Picking- Click the check box to allow consideration of

RF-assisted Pick tasks in the validation routine.


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Note

Of the six routines supplied, Shelf Life Comparison is the only routine that

works with both RF-directed and RF-assisted Picking. The remaining

routines work with RF-directed Picking only.

Validation

Routine

Definition

Shelf LifeComparison

When enabled, the system works through the following process tovalidate Shelf Life Comparison:

Identify the Shelf Life Code Type for the item on theCommodity window (Manufacturing or Expiration Date).

Compare either the Manufacturing or Expiration date to thecurrent date to calculate the shelf life.

If the Shelf Life Code is Expiration Date, the calculated shelflife is compared to the Minimum Shelf Life defined on theConditional Validation window. If not defined on the ConditionalValidation window, the system uses the value on theCommodity record. When the calculated shelf life is less thanthe Minimum Shelf Life, the validation fails. When thecalculated shelf life is greater than the Minimum Shelf Life, thevalidation passes.

If the Shelf Life Code is Manufacturing Date, the calculatedshelf life is compared to the Minimum Shelf Life defined on theConditional Validation window. If not defined on the ConditionalValidation window, the system uses the value on theCommodity record. When the calculated shelf life is less thanthe Minimum Shelf Life, the validation passes. When thecalculated shelf life is greater than the Minimum Shelf Life, thevalidation fails.

Check Lot To use this validation, modify the pr ompt s. i ni file to require thatthe lot be entered. Once entered, the system validates that thecorrect lot was returned if this validation is enabled. This routineworks only with RF-directed Picking.

CheckLocation

If enabled, the system verifies that the location you entered is thesame as the location called for in the pick task or pick detail. Ifdisabled, you can enter any location and the system accepts theentry. This does not cause the system to change anything about thepick task or pick detail; it simply ignores what you entered. Thisroutine works only with RF-directed Picking.

CheckCommodity

If enabled, the system verifies that the Commodity you entered isthe same as the