Infor WMS 学习资料：高级学生指导.pdf

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WM90ADVsg 09/2010 Version 9.1.5 Infor Warehouse Management Advanced Student Guide For Infor Internal Use Only. Do Not Distribute.

WM90ADVsg 09/2007 Copyright © 2007 Infor Global Solutions Technology GmbH and/or its affiliates and subsidiaries All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor Global Solutions Technology GmbH and/or its affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are the property of their respective owners. Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor Global Solutions Technology GmbH. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor Global Solutions Technology GmbH and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non- exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor Global Solutions Technology GmbH pursuant to a separate agreement (―Purpose‖). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor Global Solutions Technology GmbH has taken due care to ensure that the material included in this publication is accurate and complete, Infor Global Solutions Technology GmbH cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor Global Solutions Technology GmbH does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Trademark Acknowledgements IBM, AS/400, OS/400, and iSeries are registered trademarks or trademarks of IBM Corporation in the United States and/or other countries. Java and all Java-based marks are registered trademarks or trademarks of Sun Microsystems, Inc. in the United States and/or other countries. Microsoft, Windows, Windows NT, Windows XP, and the Windows logo are registered trademarks of Microsoft Corporation in the United States and/or other countries. AutoCAD and the AutoCAD logo are registered trademarks of Autodesk, Inc. in the United States and/or other countries. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners. Publication Information Release: Infor W arehouse Management V.9.0 Publication Date: September 2007 For Infor Internal Use Only. Do Not Distribute.

Contents Contents.............................................................................................................. i About this Course ............................................................................................. ix Course Objectives.............................................................................................. x Who Should Attend this Course........................................................................ xi Audience ....................................................................................................... xi Prerequisites ................................................................................................. xi Organization of this Course Material.................................................................xii Lesson Objectives.........................................................................................xii Lesson Materials ...........................................................................................xii Lesson Exercises ..........................................................................................xii Icons Used Within Lessons..........................................................................xiii Course Introduction.......................................................................................... xv Strategies........................................................................................................1-1 Strategies........................................................................................................1-2 How Strategies Work ..................................................................................1-3 Task Dispatch Strategy (TTM) ........................................................................1-4 Creating a Task Dispatch Strategy ..........................................................1-5 Putaway Strategy............................................................................................1-6 More Restrictions for Putaway ....................................................................1-8 Dimension Restrictions .............................................................................1-10 Location State Restrictions .......................................................................1-11 Student Exercise: Creating Putaway Strategies ....................................1-12 Pre-Allocation and Allocation ........................................................................1-14 Pre-Allocation............................................................................................1-14 Creating a Pre-allocation Substrategy ...................................................1-15 For Infor Internal Use Only. Do Not Distribute. i

Infor Warehouse Management Advanced Student Guide Allocation...................................................................................................1-16 Student Exercise: Creating a Master Strategy ......................................1-18 The Rules..................................................................................................1-19 Definitions .................................................................................................1-19 Default Allocation Strategies.........................................................................1-21 STD...............................................................................................................1-22 Scenario 1 .................................................................................................1-22 Scenario 2 .................................................................................................1-26 Scenario 3 .................................................................................................1-28 STD2.............................................................................................................1-31 Scenario 1 .................................................................................................1-31 Tips ...........................................................................................................1-32 Review ..........................................................................................................1-33 Review Questions .........................................................................................1-34 Case Level Receiving .....................................................................................2-1 Introduction and Rules ....................................................................................2-2 Inventory Tracking for Case Level Receiving..............................................2-3 Associating Inventory Tracking – Owner .................................................2-3 Duplicate Case ID Rules .............................................................................2-4 Setting default handling rule for Duplicate Case IDs...................................2-4 Case Level and SSCC Type Receipts ........................................................2-5 Creating a Case Level Receipt Using Advanced Shipment Notice .........2-5 Handling Inventory ......................................................................................2-6 Receiving Using RF ....................................................................................2-9 Performing Single Scan Receiving ........................................................2-10 Performing Case Level Receipts with validation....................................2-11 Review ..........................................................................................................2-13 Review Questions .........................................................................................2-14 Catch Weight / Catch Data .............................................................................3-1 Catch Weight / Catch Data .............................................................................3-2 Need for Catch Weight / Catch Data...........................................................3-2 Catch Weight / Catch Data Processing Prerequisites.................................3-3 Receiving Catch Weight / Catch Data Products Using the RF....................3-8 Receiving catch weight / catch data Products Using the RF ...................3-9 Receiving Catch Weight / Catch Data Products Using the Workstation .......3-13 Picking Catch Weight / Catch Data Products Using the RF......................3-13 Picking Catch Weight / Catch Data Products Using the RF ..................3-14 Picking Catch Weight / Catch Data Products Using the Console .............3-16 Student Exercise: Receiving RF Catch Weight / Catch Data ................3-16 Review ..........................................................................................................3-19 Review Questions .........................................................................................3-20 Wave Planning................................................................................................4-1 Wave Planning................................................................................................4-2 Building Waves Using Query Filters ...............................................................4-3 Graphical Filter............................................................................................4-6 For Infor Internal Use Only. Do Not Distribute. ii

Contents Student Exercise: Building Filters using Query Builder, Graphical Builder and Save Filters.......................................................................................4-7 Create Wave with Query Builder .............................................................4-7 Creating and Managing Waves.......................................................................4-8 Create Waves from Saved Filters ...............................................................4-8 Order Processing through Wave Management...........................................4-9 Wave Screen Information Overview............................................................4-9 Student Exercise: Build Wave using saved Filter(s) ..............................4-18 Working with Process Groups and Scheduled Tasks ...................................4-19 Order Filters ..............................................................................................4-19 Additional Steps ........................................................................................4-21 Scheduled Process Groups ......................................................................4-23 Completed Parameter Details ...................................................................4-26 Adding Multiple Instances .........................................................................4-27 Scheduled Task Groups............................................................................4-27 Starting the Scheduler...............................................................................4-28 Review Questions .........................................................................................4-30 Cluster Picking ................................................................................................5-1 Cluster Picking by Order and Tote..................................................................5-2 Using Cluster Picking ..................................................................................5-2 Additional Information .................................................................................5-3 Prerequisites to Using Cluster Picking ........................................................5-3 Performing Cluster Picks .........................................................................5-3 Cluster Picks ...................................................................................................5-8 Student Exercise: Performing Cluster Picking .........................................5-8 Review ..........................................................................................................5-11 Review Questions .........................................................................................5-12 Batch Picking ..................................................................................................6-1 Batch Picking ..................................................................................................6-2 Using Batch Picking ....................................................................................6-2 Additional Information .....................................................................................6-3 Batch Picking Setup........................................................................................6-5 Setting Up Bulk Carton Types.....................................................................6-5 Adding a Bulk Carton Group....................................................................6-5 Setting Up a Item Bulk Carton Group..........................................................6-6 Setting Up a Item Bulk Carton Group ......................................................6-7 Setting up Sortation Stations ...................................................................6-7 Batch Picking Process ..............................................................................6-10 Creating and Fulfilling Batch Pick Orders .................................................6-11 Phase 3 – Sortation Tasks ........................................................................6-14 Student Exercise: Performing Batch Picking .........................................6-21 Review ..........................................................................................................6-23 Review Questions .........................................................................................6-24 Dynamic Allocation and Picking......................................................................7-1 Dynamic Allocation & Picking .........................................................................7-2 For Infor Internal Use Only. Do Not Distribute. iii

Infor Warehouse Management Advanced Student Guide Dynamic Picking..........................................................................................7-3 Using Dynamic Picking ...............................................................................7-3 Prerequisite Dynamic Allocation and Picking Setup ...................................7-4 Dynamic Picking Functionality ....................................................................7-8 Shelf Life ...................................................................................................7-11 Clean Location ..........................................................................................7-14 Demand Allocation Records......................................................................7-16 Viewing Dynamic Allocation Records ....................................................7-17 Viewing Dynamic Orders and Items Using the RF....................................7-18 Viewing Orders Using the RF ................................................................7-18 RF Item View.............................................................................................7-20 Viewing Items using the RF ...................................................................7-20 Dynamic Picking ...........................................................................................7-22 Performing Dynamic Case Picks ...........................................................7-22 Multiple Pallet Picks ..................................................................................7-25 Performing Pallet picks (Single and Multiple) ........................................7-25 Replenishment and Dynamic Picking........................................................7-27 Performing Replenishment Tasks with Dynamic Picking.......................7-28 Performing Replenishment Tasks without Selector Replenishment .........7-29 Student Exercise: Dynamic Allocation and Picking ...............................7-30 Review ..........................................................................................................7-32 Review Questions .........................................................................................7-33 Packing ...........................................................................................................8 -1 Packing ...........................................................................................................8-2 Using Packing .................................................................................................8-3 Create Packing Validation Template .......................................................8-3 Enabling Packing at Owner Level............................................................8-4 Setting up Item Restrictions.....................................................................8-4 Student Exercise: Shipment Order ..........................................................8-5 Student Exercise: Performing Packing ....................................................8-6 Review ..........................................................................................................8-10 Review Questions .........................................................................................8-11 Opportunistic Crossdock.................................................................................9-1 Pre-Receipt Process .......................................................................................9-2 Order Selection and Eligibility .....................................................................9-2 Order Sequencing .......................................................................................9-4 Opportunistic Crossdock Setup...................................................................9-4 Reviewing the Systems Settings Window for Requirements ...................9-4 Reviewing Owner Setup Window Requirements .....................................9-5 Setting Up Order Sequence Strategy ......................................................9-8 Setting Up an Outbound Lane ...............................................................9-10 Setting up a Item ...................................................................................9-11 Opportunistic Allocation ............................................................................9-12 Viewing Opportunistic Crossdock Records............................................9-12 Using Manual Opportunistic Allocation ..................................................9-12 Student Exercise: Creating an Opportunistic Allocation ........................9-14 For Infor Internal Use Only. Do Not Distribute. iv

Contents Review ..........................................................................................................9-15 Review Questions .........................................................................................9-16 Pick and Drop ...............................................................................................10-1 Pick and Drop ...............................................................................................10-2 Using Pick and Drop .................................................................................10-3 Additional Notes ........................................................................................10-4 Setup and Configuration for Pick and Drop...............................................10-4 Creating P&D location ...........................................................................10-4 Assigning Pick and Drop Locations .......................................................10-5 Task Manager Area Setup ........................................................................10-6 Setting Up Shipping Pallet Moves with Pick and Drop Locations ..........10-9 Processing Tasks using Pick and Drop Locations ..................................10-10 Scenario 2: Multiple Pick and Drop Points ..............................................10-17 Scenario 3: Replenishments using Pick and Drop locations...................10-24 Scenario 4: Picking using Pick and Drop locations .................................10-28 Student Exercise: Performing Pick and Drop ......................................10-34 P&D Put Away Task ............................................................................10-34 Student Exercise: Performing a P&D Replenishment Task.................10-35 Review ........................................................................................................10-37 Review Questions .......................................................................................10-38 Cherry Pick Replenishment ..........................................................................11-1 Performing Cherry Pick Replenishment Tasks .............................................11-2 Using Cherry Pick Replenishment ............................................................11-2 Cherry Pick Replenishment Options .........................................................11-3 Cherry Pick Replenishment Flow ..............................................................11-4 Cherry Pick Replenishment Setup ............................................................11-5 User Permissions ......................................................................................11-7 Performing a Cherry Pick Replenishment ...............................................11-11 Building the Pallet................................................................................11-12 Moving the Product to the Final Destination through Stocker Putaway Tasks ...................................................................................................11-16 Overriding the suggested Stocker Putaway Task................................11-20 Student Exercise: Performing Cherry Pick Replenishment .................11-21 Review ........................................................................................................11-22 Review Questions .......................................................................................11-23 RF Loading ...................................................................................................12-1 RF Directed Loading .....................................................................................12-2 Load Sequences .......................................................................................12-2 Load Patterns............................................................................................12-2 RF Directed Loading .................................................................................12-3 Prerequisite for RF Directed Loading........................................................12-4 Load Scheduling ...........................................................................................12-5 Creating a Load Schedule .....................................................................12-5 Modifying an Existing Load Schedule....................................................12-7 Load Planning ...........................................................................................12-8 For Infor Internal Use Only. Do Not Distribute. v

Infor Warehouse Management Advanced Student Guide Creating or Modifying a Load Plan ........................................................12-9 Load Maintenance...................................................................................12-12 Manually Creating Load IDs ................................................................12-13 Maintaining Existing Load IDs .............................................................12-16 RF Load Tasks........................................................................................12-20 Performing RF Load Tasks..................................................................12-22 Adding Case or Pallet ID to Load ........................................................12-24 View Load Statuses ................................................................................12-25 Viewing a Load Status.........................................................................12-25 Shipping Loaded Orders .........................................................................12-26 Shipping Methods................................................................................12-26 Shipping Loaded Orders from RF........................................................12-27 Student Exercise: Performing RF Loading ..........................................12-28 Review ........................................................................................................12-31 Review Questions .......................................................................................12-32 Productivity Management .............................................................................13-1 Overview .......................................................................................................13-2 Locating Productivity Management Features............................................13-2 Enabling MONITORLABOR ..................................................................13-4 Monitoring Productivity Activity .................................................................13-6 Tracking User Activity – In for Day and Out for Day ..............................13-6 Completing Assignments using the Workstation ...................................13-7 Creating Indirect Activity Types .............................................................13-7 Deleting indirect activities ......................................................................13-8 Entering Indirect Activities .....................................................................13-8 Assigning a User to a Group .................................................................13-9 Viewing activity history ........................................................................13-10 Logging in for the Day in RF ...................................................................13-10 Selecting Options from the Productivity Menu.....................................13-10 Designating an Assignment as Complete............................................13-12 Logging Out .........................................................................................13-12 Managing Planned Assignments.............................................................13-14 Selecting the Create Assignments Option ...........................................13-14 Activating the Zone Break Option........................................................13-15 Setting Zone Rules..................................................................................13-15 Viewing Unassigned Work...................................................................13-17 Assigning a Planned Assignment to an Associate ..............................13-18 Viewing Assigned Work.......................................................................13-19 Transferring Assignments to a Different Associate..............................13-19 Accepting and completing an assignment ...........................................13-21 Student Exercise: Logging In for Day on Workstation .........................13-25 Student Exercise: Logging Out for Day on Workstation ......................13-25 Student Exercise: Create Planned Assignments .................................13-26 Student Exercise: Assign Work to User...............................................13-26 Student Exercise: Logging in for day on RF. .......................................13-26 Student Exercise: Picking Assignments via RF ...............................13-27 Student Exercise: Logging out for day via RF .....................................13-27 For Infor Internal Use Only. Do Not Distribute. vi

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