Warehouse Mobility for LN An Overview (Day 2)

1. Warehouse Mobility for LN An Overview (Day 2) Swaroop Patnaik, Infor

2. Warehouse Mobility – Managing Handling Units

3. Handling Units Management Transactions • Create HU • “Packs” inventory at a selected stock point • Close HU • “Unpacks” inventory at a selected stock point • Link HU • Attaches a selected Handling Unit to an existing/new Parent Handling Unit • Unlink HU • Detaches a selected Handling Unit to an existing/new Parent Handling Unit • HU Inquiry • Displays the contents of a selected Handling Unit • Split HU • Splits the contents of a selected Handling Unit • The split quantity can be put into a new/existing (empty) Handling Unit or left as anonymous stock.

4. Handling Unit Split - Process Comparison In LN In Warehouse Mobility HU1 HU1 HU1 HU2 HU1 HU2 HU3

5. Warehouse Mobility – Outbound Transactions

6. Outbound Transactions Allocate Release Generate Outbound Advice Release Outbound Advice Generate Picking List (Confirm) Picking List Freeze/Confirm Shipments/Loads Print Shipping Document(s) Picking Packing Release Outbound Picking Super Shipping Ship By Order

7. Allocate Release - Snapshot • Any outbound Order Line with an active “Generate Outbound Step” step can be processed • Outbound Advice Lines will be created • All outbound Order Origins are supported • Transaction can be configured by Order Origin • Release Outbound Advice step can also be executed within the transaction scope • Serialization (4.xx Versions only) • Serials: Multiple serials can be linked to an outbound advice line in the same transaction instance • Lots – not in inventory: Multiple lot quantities can be linked to an outbound advice line in the same transaction instance • Handling Units (4.xx Versions only) • A user can now allocate • an entire Handling Unit Structure (single item); • a sub-structure; or • an individual Handling Unit at bottom level • Splitting is allowed while allocating a bottom level Handling Unit

8. Picking - Snapshot • Any outbound Order Line with an active Outbound Advice or Pick List can be processed • Outbound Advice Line or Pick List Line will be marked as “Picked” • All outbound Order Origins are supported • Transaction can be configured by Order Origin • Valid Lines can be selected by Order Number, Outbound Run Number or Pick Mission • The subsequent step (Release Outbound Advice or Confirm Pick list) can also be executed within the transaction scope • Serialization (4.xx Versions only) • Serials: Multiple serials can be picked in the same transaction instance • Lots – not in inventory: Multiple lot quantities can be picked in the same transaction instance • Handling Units (4.xx Versions only) • A user can now pick • an entire Handling Unit Structure (single item); • a sub-structure; or • an individual Handling Unit at bottom level • Splitting is allowed while picking a bottom level Handling Unit

9. Picking – Special Scenarios • Partial Pick • A selected line can be picked “partially” • The current line will be split and the quantity on the original line will be changed to the picked quantity • The remaining quantity will be moved to a new line on the same run and mission (if applicable) • The original line will be marked as “Picked” • Lost Material • User is forced to pick a selected line “partially” due to missing stock at the source stock point • The current line will be split and the quantity on the original line will be changed to the picked quantity • The remaining (missing) quantity will be transferred to a hold location • The original line will be marked as “Picked” • A new advice/pick list line will be generated from another available stock point • “Cart” Location Usage • Each cart used for picking will be designated as a location in the warehouse • The picked quantity will be moved to the cart location while still retaining the current allocation • The selected advice/pick list line will show the cart location as the source stock point.

10. Cross-Docking – Goods Movement Receipt Location Generate Inbound Advice Put Away Inbound Advice Generate Outbound Advice Release Outbound Advice Generate Inbound Advice Put Away Inbound Advice Temp. Cross dock Location Stage Location Inspection Location

11. Crossdocking • Crossdocking can be invoked from : • Receipts; • Approvals; or • Report Production. • Serialization (4.xx only) • Serials: Multiple serials can be cross-docked in the same transaction instance • Lots – not in inventory: Multiple lot quantities can be cross-docked • Handling Units (4.xx only) • The availability of this feature is dependent on the context of the inbound (receipt/approval) line and also the outbound line. • A user can now crossdock • an entire Handling Unit Structure (single item); • a sub-structure; or • an individual Handling Unit at bottom level • Splitting is allowed while crossdocking from a bottom level Handling Unit

12. Packing Module Transactions Sealed Box/ Pallet Sealed Box/ Pallet Packed Box/ Pallet Shipped Box/ Pallet Confirm Shipment Packing Seal Box Pack Items Seal Pallet Ship by Package Unseal Box Unpack Unseal Pallet

13. Packing - Snapshot • Any active “Picked” line can be processed • The “Picked” line will be packed in a Box/Pallet” • All outbound Order Origins with Shipment steps are supported • Transaction can be configured by Order Origin • Valid Lines can be selected by Order Number, Outbound Run Number or Pick Mission • The subsequent step (Release Outbound Advice or Confirm Pick list) is executed only at the end of the packing process • Currently Serialization is not supported • Currently the module is not integrated with Handling Units function

14. Additional Outbound Transactions • Release Outbound by Order • Executes a single step – Release Outbound Advice • Can be used as a follow up transaction to Allocate Release or Picking (advice only) • Super Shipping • The “Picked” lines can be shipped with this transaction • Executes multiple steps – Release Outbound Advice/Confirm Pick List, Confirm Shipment, Print Shipping document(s) • Transaction can be configured by Order Origin • Valid Lines can be selected by Order Number, Outbound Run Number or Pick Mission • Ship Confirm By Order • The staged lines can be shipped with this transaction • Executes multiple steps – Confirm Shipment, Print Shipping document(s) • Transaction can be configured by Order Origin

15. Inventory Transfer • Transfer Inventory within same warehouse • Option 1: Move Inventory without generating a Transfer Order • Option 2: Generate a Transfer order and execute Outbound steps • Transfer Inventory between warehouses • Generate a transfer order using the predefined transfer order type in “WM - General parameters” • Execute the order steps in sequence • Serialization (4.xx only) • Serials: Multiple serials can be transferred in the same transaction instance • Lots – not in inventory: Multiple lot quantities can be transferred in the same transaction instance • Handling Units (4.xx only) • A user can now transfer • an entire Handling Unit Structure; • a sub-structure; or • an individual Handling Unit at bottom level • Splitting is allowed while transferring a bottom level Handling Unit • Reference ID • Transferring by Handling Unit (as mentioned above) • Transferring an individual Serial (Serial-in inventory only)

16. Remaining Transactions