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Infor CloudSuite WMS overview
Introduction and Navigation
User Interface Navigation
User interface overview
Workstation user interface
WM module
Application screen views
Application toolbars
Locating information
RF screen user interface
RF device screen
RF layout and navigation
Logging on and using the Infor CloudSuite WMS application
Logging on to a workstation
Logging off of a workstation
Logging on to an RF device
Logging off of an RF device
Selecting a facility
Using the WM module
WM module mechanics
Favorites drop-down list
Adding screens to the Favorites drop-down list
Removing screens from the Favorites drop-down list
Saved views menu
Creating a screen view
Updating an existing screen view
Managing screen views
Screen groups
Using screens
Configuring the Home screen
Application toolbar
Typical screen layout
Screen toolbar
Screen tabs
List view screens
Using the Search feature
Personalizing the list view
Selecting the columns displayed in the list view
Setting the number of rows displayed in the list view
Specifying the number of rows displayed in all list views
Customizing the number of rows displayed in a specific list view
Sorting list view contents
Selecting a record
Displaying details of a record
Working with List view fields
Form view screens
Adding information to Form view fields
Detail screens
Making design changes to detail screens
Editing detail screens
Building a rule for a widget
Creating a rule for a widget
Using rules example
Writing a rule on a Date datatype widget
Understanding use of Date datatype in Rule Builder
Assigning a default value to a widget
Updating an existing rule for a widget
Enabling/disabling an existing rule
Deleting an existing rule for a widget
Displaying rules based on user locale language
Understanding design mode recommendations and guidelines
Viewing list of detail screens with design updates
Search screens
Using a Search screen
Chart screens
Search feature
Displaying a subset of records
Search qualifier (%) or (*)
Lookup feature
Using the Lookup feature
Drop-down lists
Using drop-down lists
Using multi-selection drop-down lists
Calendar feature
Using the Calendar feature
Creating new records
Actions
Performing an action on a record
Excel Import/Export
Excel Export
Exporting records into an Excel spreadsheet
Excel Import
Importing an Excel spreadsheet using the Import feature on a screen
Importing the Excel spreadsheet via the master import feature
Importing inbound and outbound orders
Reviewing the import logs
Working with Shortcut keys
Appointments
Appointments overview
Configuring appointments
Viewing appointments
Creating appointments overview
Creating appointments
Generating recurring appointments
Adding receipts or shipment orders to an appointment
Viewing appointments graphically overview
Viewing appointments graphically
Understanding appointment selection criteria
Selecting graphically displayed appointments and doors
Configuring trailers
Adding a trailer
Viewing trailer status
Yard view
3D Yard View map
Using the map view
Generating a move in the Yard View
Confirming a move in the Yard View
Appointment Calendar view
Creating a new appointment
Changing an appointment
Deleting an appointment
Trailer Move
Generating a trailer move
Canceling a trailer move
Viewing a trailer move
Service Window
Creating a service window
Deleting a service window
Service Calendar View
Changing view date
Creating a service window
Batch Picking
Batch Picking
Batch picking overview
Using batch picking
Common batch picking scenarios
Serial number tracking
Batch picking configuration overview
Batches
Sortation
Batch Picking Configuration
Batch picking configuration overview
Batch carton groups
Adding batch carton groups
Item batch carton group configuration
Configuring an item batch carton group
Sortation stations
Configuring sortation stations
Creating and Fulfilling Batch Picking Orders
Creating waves to batch orders
Phase 1: Create a wave of orders to batch
Phase 2: Batch orders
Unbatching orders
Fulfilling batch picking orders
Phase 3: Sort into outbound containers
Phase 4: Assigning product to outbound containers
Sorting with catch weight/data or end-to-end serial number capture
Sorting without catch weight/data or end-to-end serial number capture but with Packing Quantity Always 1 field selected in Item configuration
Sorting with catch weight/data or end-to-end serial number capture and with Packing Quantity Always 1 field selected in Item configuration
Sorting orders for an item with lottable values
Sort processing
Learning about various options
Creating a new container number
Terminology
Status
Drop ID
Picking notes
End-to-end serial capture, weight or data capture
RF-directed loading
Shipping
Batch Picking to a Grid
Understanding the batch picking to a grid process flow
Configuring the application for batch picking to a grid
Creating and allocating a wave for batch picking to a grid
Picking for batch picking to a grid
Sorting for batch picking to a grid
Moving LPNs to staging location for batch picking to a grid
Third Party Logistics Billing
Overview
Infor WMS Third Party Logistics Billing overview
Functionality
Transactional Billing (Event Monitor)
Recurring Storage Billing
Accessorial Billing
Rating Engine
Invoicing
Data Warehouse Information
Configuration
Configuration Relationships
Configuring a New Facility
New Facility Configuration Checklist
Configuring a New Customer Contract
New Contract Configuration Checklist
New Contract Configuration Checklist Details
Master Data Changes
Contract and Rate Revisions
Configuration Screens
Recurring Rules
Periods
Holidays
Inventory Dates
Rates and Charges Screens
Corporations
Charge Groups
Charge Codes
Charge Account Distributions
Rate Groups
Markups/Discounts
Minimums
Tax Levels
Taxes
Invoice Terms
Cost Screens
Cost Groups
Cost Codes
Masters Configuration Screens
Currency Codes
Facilities
Partner Groups
Carrier Groups
Item Groups
Activities
Remit Address
Customer Send Methods
Location Groups
Measurements
Unit of Measure
UOM Conversions
Contracts
Bill Groups
Billing Events
Special Codes
Contract Records
Security Screens
Users
Profiles
Invoicing Process
Invoicing Process
Editing Charges
Manually Creating New Charges
Placing Charges on Hold
Re-opening Charges
Recalculating Charges
Deleting Charges
Creating an Invoice Batch
Specify Selection Criteria
Create a New Filter
Use a Saved Filter
Review Selected Charges
Editing a Charge
Remove Charges from the Batch
Generate the Batch
Creating a New Batch
Adding Charges to an Existing Batch
Processing the Invoices
Reviewing the Batch
Review the Batch on Screen
Generate the Accrued Billing Report
Deleting a Batch
Printing the Invoices
Resetting a Batch
Create a General Ledger Entries (Editing)
Reviewing Results
Fixing Errors
Resetting a Batch
Post the Invoices
Screen Information
Charge Management screens
Charges Screen
Facility Charges Approval screen
Reviewing and approving facility charges
Invoice Management screens
Charge Filters
Saved Filters
Batches Screen
Documentation and Reports
Overview
Specifying Filter Criteria
Printing the Report
Exporting the Report
To Export the Report Data
To Export the Report
Billing Reports
Contracts
Charge Rates
Accounting Configuration
Accrued Billing
Non-Negotiable Receipt
Rate Group
Event Group
Revenue Reports
Charges by Customer
Charges by Department
Charges by Month/Day
Customer Performance
Customer Ranking All
Customer Ranking Year/State
Profitability by Customer
Invoice Reports
Invoice Summary
Invoice Order by Detail Number
Invoice Detail by Item
Invoice Detail by Charge Code
Non-Negotiable Invoice
Invoice Register
G/L Account Register
Charge Group Summary
Transportation Management Orders
Transportation Management Orders
Configuring TM shipment orders
Processing TM shipment orders
Capture Weight, Serial, and Data
Capture Weight, Serial, and Data
Catch weight overview
Types of capture
Requirements for capture of weight, data, or serial numbers
Prerequisites for weight, data, or serial processing
System settings
Item configuration
Weight/Data tab
Summary Weight Capture tab
Serial tab
Inbound Tab
Viewing catch weight/data information
RF screens used to capture weight, data, and serial numbers
Capture of Weight, Serial, and Data at Receipt
Capturing weight, serial, and data during receipt overview
Capturing serial numbers at receiving with an RF device
Capturing serials and receipt quantity
Lottable validation
Capturing multiple data elements (traditional screen)
Capturing multiple serial numbers on a single screen
Capturing serial numbers using a range
Capturing summary weight at receiving with an RF device
Receiving weight, serial, or data products on the workstation
Using the Duplicate function to create additional serial number records
Capture Weight, Serial, and Data during Picking
Capturing weight, data, and serial numbers during picking overview
Picking weight, serial, or data items using RF devices
Capturing summary weight at picking with an RF device
Picking end-to-end serial tracking items containing other weight or data
Using the workstation to capture outbound weight, serial numbers, or data
Using the Duplicate function to create additional serial number records
Catch weight configuration
Serial Number Inventory Management
Serial number tracking overview
Workstation serial transactions
Inventory moves
Inventory adjustments
Weight adjustments
Performing internal transfers
Cycle counting serialized inventory
Serial number inventory transactions
Serial inventory balances
Serial discrepancy screen
Serial Number Inventory Control on RF
RF serial number overview
RF-supported transactions
RF receiving
Maintaining serial numbers
Adding serial numbers to a new receipt
Adding serial numbers to a completed pick
Resolving serial inventory balance discrepancies
Resolving other serial discrepancies
Updating the catch data or weight for a serial number record
Serial number inquiry
Viewing serial numbers associated with a specific license plate
Putaway
Task directed
RF-assisted
Replenishment
Inventory moves
Task directed
RF-assisted
Using RF to adjust inventory
Modifying serial numbers associated with a license plate in inventory
Cycle counts
Picking
Using RF operator discrepancy notification
Summary Weights
Workstation support for summary weights
RF support for summary weights
Configuration
Infor CloudSuite WMS Configuration
General configuration overview
Configuring Infor CloudSuite WMS
Configuring a Zone
Creating zones
Detail tab
Pick Methods tab
Replenishment Method tab
Assignment Rules tab
Exclude from Zone tab
Configuring a Location
Creating a new location
Configuring cartons and cartonization
Cartonization overview
Other uses for cartons
Shipment order details
Vertical storage
Cartonization configuration
Configuring an Owner
Adding a new owner at the Enterprise level
General Tab
Address Tab
Billing Address Tab
Miscellaneous Tab
Accounts Receivable Tab
Billing Tab
Other Tabs
Modifying Facility Control parameters at the Enterprise level
Defining owner information at the Warehouse level
Crossdock Tab
Task Tab
Labels Tab
Processing Tab
Owner Labels Tab
UDF Labels Tab
Owner Reports Tab
Pallet Exchange Tab
Special Services Tab
Billing Charge Codes Tab
Configuring Ship To Customer
Adding a Ship To Trading Partner at the Enterprise level
General tab
Address tab
Billing Address tab
Miscellaneous tab
Other tabs
Defining Ship To Trading Partner information at the Warehouse level
Labels tab
Owner Labels tab
Owner Reports tab
Processing tab
Pallet Exchange tab
Special Services tab
Configuring a Supplier
Adding a new supplier at the Enterprise level
General Tab
Address Tab
Billing Address Tab
Miscellaneous Tab
Pallet Exchange Tab
Configuring a Carrier
Adding a new carrier at the Enterprise level
General Tab
Address Tab
Billing Address Tab
SPS Parameters Tab
Miscellaneous Tab
Pallet Exchange Tab
Defining Carrier Trading Partner Information at the Warehouse level
Reports tab
Labels tab
Carrier Labels tab
Configuring a Bill To Trading Partner
Adding a new bill to company at the Enterprise level
General Tab
Address Tab
Billing Address Tab
Miscellaneous Tab
Pallet Exchange Tab
Configuring an Owner Bill To Trading Partner
Adding a new owner bill to trading partner at the Enterprise level
General tab
Address tab
Billing Address tab
Billing tab
Miscellaneous tab
Configuring a Freight Bill To Trading Partner
Adding a new freight bill to customer at the Enterprise level
General tab
Address tab
Billing Address tab
Miscellaneous tab
Configuring a Customer
Adding a new customer at the Enterprise level
General tab
Address tab
Billing Address tab
Miscellaneous tab
Processing tab
Configuring Ship From Trading Partner
Adding a new ship from trading partner at the Enterprise level
General tab
Address tab
Billing Address tab
Miscellaneous tab
Defining Ship From Trading Partner information at the Warehouse level
Configuring a Facility
Adding a facility at the Warehouse level
General tab
Address tab
Miscellaneous tab
Billing tab
Labor Management tab
Configuring Pack Codes
Adding a new Pack at the Enterprise level
Pack tab
Dimensions tab
Carton/RFID tab
Modifying a Pack at the Warehouse level
Carton/RFID tab
Creating a Packing Validation Template
Configuring a Cycle Class
Creating cycle classes
Configuring a Cycle Count Discrepancy Rule
Creating a cycle count discrepancy handling template
Configuring sortation stations
Configuring outbound lottable validation
Creating a new outbound lottable validation
Configuring production staging
Configuring a Date Code format
Creating a New Date Format
Configuring Lottable Display/Validation
Lottable validation configuration at Enterprise level
Lot Attribute Masking
Valid Segment Types
Valid Segment Values
Other Masking Examples
Configuring System Codes
Types of codes
Adding codes
Including additional codes
Editing a code
Working with system codes
Configuring a Hazmat code
Configuring a Receipt Validation
Receipt validation configuration
Configuring Shelf Life Validation
Strategies
What is a strategy?
Task dispatch strategy
Creating a task dispatch strategy
Putaway strategy
Creating a putaway strategy
Adding location details
Adding item detail
Adding status and location types
Adding lot attributes
Including additional task types
Auto Move strategy
Creating an Auto Move strategy
Allocation strategy
Creating an allocation strategy
Applying outbound lot control rules during allocation
Classic Allocation and Classic Pre-Allocation Overview
Classic Pre-allocation Pick Codes
Allocation Pick Codes
Classic Pre-allocation strategy
Viewing a classic pre-allocation strategy
Applying outbound lot control rules during classic pre-allocation
Classic allocation strategy
Classic allocation strategy system and configuration settings
Viewing a classic allocation strategy
Creating a classic allocation strategy
Including additional processing steps
Classic Master Allocation strategy
RF Picking strategy
Creating an RF picking strategy
Replenishment strategy
Creating a replenishment strategy
Speed Pick Group strategy
Creating a speed pick group strategy
Configuring an Item
Adding a new item at the Enterprise level
General Tab
Ship Tab
Lottable/Fashion Tab
Weight/Data Tab
Summary Weight Capture Tab
Serial Tab
Billing Tab
Defining item information at the Warehouse level
Inbound Tab
Outbound Tab
Labels tab
Cycle/Cost Tab
Item pick location configuration (Assign Locations tab)
Slotting/Unslotting overview
Slotting Screen
Unslotting Screen
Slotting Group
Slotting Strategies
Configuring an Alternate Item
Creating an alternate item
Creating an alternate item within the Alternate Item screen
Creating an alternate item within the Alternate tab of the item master
Looking up an alternate item
Understanding RF transaction flows using alternate items
Configuring a Substitute Item
Substitute item configuration
Configuring Outbound Conditional Validation
Outbound validation types and functions
Outbound Conditional Validation screen configuration
Post-allocation Validation Configuration
Post-pick validation configuration
Pre-ship validation configuration
Configuring a Bill of Material
Creating a new BOM
Configuring a Multi-facility Environment
Configuring an Order Status
Configuring order status
Viewing order history prerequisites
Enabling the system setting options
Understanding EAN and 2D Barcodes
Understanding Barcode Configuration
Configuring Barcodes
Applying the EAN128 barcode format template
Applying the 2D barcode format template
Configuring Task Manager
Creating a user profile
Configuring payroll group and rates
Creating payroll periods
Defining an area
Defining a warehouse section
Creating equipment profiles
Creating reason codes
Automatic report printing and email notifications
Background printing
Inbound activities
Outbound activities
Specifying the sender's email address
Defining custom report formats
Specific reports for inbound receipts
Specific reports for outbound orders
Specific outbound reports by carrier
Configuring Inbound Activity
Inbound activities linked to specific events
Inbound activities linked to status updates
Inbound Activity screen configuration
Configuring Outbound Activity
Outbound activities linked to specific events
Outbound activities linked to status updates
Outbound Activity screen configuration
System Settings
COOL/Bio-terrorism/GTIN Compliance
Complying with Country of Origin Labeling (COOL)/Bio-terrorism Act overview
Bio-terrorism Act
Rules
Bio-terrorism item, COOL item, or COOL and Bio-terrorism item
Lottable display and validation rules
Item type
Selecting the COOLBIOCHECK system option
Specifying a system option
Creating and receiving a receipt with COOL or Bio-terrorism items
Creating a receipt using ASN/Receipt
Receiving the order
Host download
Receiving using RF devices
Shipment orders with COOL and bio-terrorism items
GTIN overview
RF receiving with GTIN-compliant identifier
Creating an alternate item
Viewing the alternate item
Crossdock
Crossdock
Crossdock overview
Flow Thru
Opportunistic crossdock
Transship
Flow Thru
Flow Thru overview
Critical flow thru configuration
Confirming flow thru inventory
Receiving flow thru inventory
Performing pick-to-belt receiving
Reversing Receipts
Using label reprint
Creating flow thru orders
Flow thru order variations
Allocating flow thru inventory
Picking flow thru inventory
Configuring task crossdock control for the owner
Configuring zone for task creation
Moving flow thru inventory
Shipping flow thru inventory
Viewing flow thru order information
Managing flow thru records
Modifying the sequence of customer orders to be allocated
Changing the process quantity
Automatic Apportionment Rationing
Rule types
Percentage-based rule type
Ascending-order rule type
Descending-order rule type
Preferred customer sequence rule type
Configuring an owner for automatic apportionment
Viewing owner apportionment status
Percentage-based apportionment
Adding information into the Customer column
Converting flow thru orders to shipment orders
Flow Thru receiving without a purchase order
Opportunistic Crossdock
Opportunistic crossdock overview
Opportunistic crossdock configuration
System configuration screen requirements
Order sequence strategy configuration
Owner configuration screen requirements
Item configuration
Opportunistic allocation
Viewing opportunistic crossdock records
Manual opportunistic allocation
Opportunistic process flow
Receipt splitting between opportunistic allocation and putaway
Allocating entire quantity received to multiple orders
Allocating the entire quantity received to a single order
Transship
Receiving transship containers
Verifying transship containers
Creating a transship ASN
Closing a transship ASN
Moving transship containers
Managing transship loads
Retrieving RF-directed load tasks
Shipping transship containers
Managing transship records
Modifying a record's current move task
Additional Operations
Additional operations overview
Consolidating loads
Inquiring about cases
Printing outbound documents
Managing labels
Managing lanes
Modify existing lane records
Generating crossdock reports
Dynamic Allocation
Dynamic Allocation
Dynamic allocation overview
Dynamic Picking
Dynamic picking overview
Prerequisite dynamic allocation and picking configuration
Opening a configuration screen
Enterprise level configuration
Carton
Lottable Validation
Pack
Owner
Item
Warehouse level configuration
Owner screen
Default Dynamic Picking Location Sort
Item screen
Assign Locations tab
Zone screen
Location screen
User screen
System configuration
Dynamic Picking Features
Dynamic picking features
Date code days
Important points about date code days
Shelf life
Important points about shelf life
Clean location
Important points about clean location
Applying outbound lot control rules during dynamic allocation
Demand Allocation Records
Querying demand allocation records
Demand Allocation screen
Viewing demand allocation records
Unallocating dynamic picks
Dynamic Orders and Items
Viewing dynamic picking order information
Viewing dynamic pick orders and items
Viewing dynamic pick orders and containers
Viewing dynamic pick order summary information
Viewing dynamic pick container summary information
Viewing order and container information from RF
Viewing shipment order status information from RF
Dynamic Picking
Performing dynamic picking for case quantities
Dynamic case picks - pick by order
Dynamic case picks - pick by container
Performing dynamic picking for layer quantities
Performing dynamic picking for pallet quantities
Performing pallet picks (single and multiple) – pick by order
Performing pallet picks (single and multiple) – pick by container
Understanding other dynamic pick methods
Understanding dynamic picking by stage location
Understanding consolidated dynamic picking
Understanding dynamic picking of non-standard pallets
Replenishment and Dynamic Picking
Selector replenishment
Performing replenishment tasks with dynamic picking
Performing replenishment tasks without selector replenishment
Dynamic Picking Inventory on Hold
Picking held inventory with dynamic picking
Rules for dynamic picks of held inventory
Inventory Management
Inventory Management
Inventory Management Overview
Inventory Adjustments
Inventory adjustment overview
Adjusting inventory from the workstation
Adding an adjustment
Viewing the result of the transaction
Billing charge information on inventory adjustments
Changing the adjustment transaction date for Billing charges
Adjusting inventory using RF
Granting user permissions
Performing an RF adjustment
Inventory Transfer
Inventory transfer overview
Transferring one license plate at a time
Performing a traditional inventory transfer for one inventory record
Changing the transaction date for billing charges
Viewing the result of the transaction
Transferring multiple license plates at once
Performing a mass inventory transfer
Viewing the result of the transaction
Inventory Move
Moving inventory
Performing workstation moves
Performing a move on the Inventory Moves screen
Using RF-assisted and RF-directed moves
Performing RF-assisted moves
Performing RF-assisted moves
Using the Standard Move RF option
Using the LPN Move RF option
Task assignment during move
Building a rainbow pallet for a move using the RF
Moving held inventory
Performing RF-directed moves
Generating a move task
Performing an RF-directed move
Moving picked inventory
Move using license plate number
Move using equipment ID
Inventory Hold
Inventory hold overview
Using inventory holds
Creating inventory hold reason codes
Creating valid hold reason codes
Placing product on hold during receiving
Putting inventory on hold automatically at receipt
Putting inventory on hold for workstation receipts
Putting inventory on hold during RF receipt
Managing holds using RF
Create lot holds from RF
Create license plate holds from RF
Create location holds from RF
Viewing and removing inventory holds from RF
Verifying the hold
Inventory balances
Hold Maintenance
Creating holds with inventory holds maintenance
Create holds by lot number
Creating holds by location
Creating holds by license plate
Viewing inventory on hold
Removing inventory holds
Release using holds maintenance
Release using held inventory inquiry
Placing inventory on hold using the Location screen
Placing a location on hold
Releasing a hold on a location
Performing Cycle Counts
Cycle count overview
Using cycle counts
Cycle count types
RF-assisted cycle count configuration
Reviewing RF-assisted cycle counts
Performing an RF-assisted cycle count
Performing an assisted cycle count by lot, location, and license plate
Performing an assisted cycle count by item and location
Task Manager/RF-directed cycle count configuration
Configuring value variances
Creating a cycle class
Task Manager (RF-directed) cycle counts
Assigning a cycle class to an item
RF-directed cycle count verification methods
Creating a request to count
Creating a request to count on a workstation
RF-created requests to count
Creating a request to count using an RF device
Modifying a request to count
Deleting a request to count
Releasing Task Manager/RF-directed cycle counts
Releasing cycle counts
Viewing cycle count release history
Verifying Task Manager/RF-directed cycle counts
Modifying a cycle count task
Deleting a cycle count task
Maintaining a cycle count release schedule
Performing Task Manager/RF-directed cycle counts
Performing cycle counts – by lot, location, and LPN
Performing cycle counts – item by location
Inventory changes based on cycle count results
Viewing Task Manager cycle counts
Variance cycle counts
Reviewing pre-populated inventory adjustments
Outside variance cycle counts
Manually posting inventory adjustments
Resolving cycle count errors
Sequence for updating records
Physical Inventory
Physical inventory overview
Using physicals
Physical count process
Entering a physical count
Entering a physical count on a workstation
Entering an RF-assisted physical count
Counting at the lot, location and license plate level
Counting for item and location
Inventory holds and generating RF-directed physical inventory counts
Placing inventory on hold
Removing inventory from hold
Generating physical inventory tasks
Clearing physical inventory
Completing RF-directed physical counts
Exiting the physical inventory task
Sequence for updating records
Entering the corrected count (Team A)
Review and posting final reconciled counts
New Physical Inventory
New physical inventory overview
New physical inventory process flow
Specifying the initial parameters for the physical count
Generating the count records
Creating physical inventory holds
Removing physical inventory holds
Cancelling counts
Entering count information via RF
Entering count information for serial numbers via RF
Creating a new count record via RF
Entering and reviewing counts from the workstation
New Physical Entry screen
New Physical Review Screen
New Physical Entry screen on the workstation
New Physical Review screen on the workstation
Viewing and editing the count information
Creating a new count record from the workstation
Viewing total count information for a physical control record
Validating the count records
Posting the physical inventory
RF Inquiry
RF inquiry overview
Common examples using RF inquiry options
Benefitting from using RF inquiry options
Understanding the general inquiry process
Performing an inventory inquiry
Performing a case contents by pick inquiry
Performing a case contents by item inquiry
Performing a drop ID details inquiry
Performing an order status inquiry
Inventory Balances
Inventory balances overview
Using inventory balance screens
Viewing the Detail Inventory screen
Accessing other inventory screens from the Detail Inventory screen
Selecting hyperlinks within the Detail Inventory screen
Performing inventory actions within the Detail Inventory screen
Viewing the Item and Location inventory screen
Viewing the Lot and Item inventory screen
Viewing the Lot and LPN inventory screen
Viewing the Lot and Location inventory screen
Viewing the Item Summary inventory screen
Viewing the Location Summary inventory screen
Viewing the Inventory On Hold screen
Viewing the Serial Inventory screen
Viewing inventory balances for serial numbers
Viewing lot attributes
Inventory Transactions
Inventory transaction overview
Using inventory transactions
Viewing inventory transactions
Inventory Purge System Options
Automatic inventory purge
Setting inventory purge process system options
Facility Viewer
Visual Inventory Overview
Configuring Visual Inventory
Using Visual Inventory functions
Pallet Exchange
Pallet exchange transactions
Pallet exchange balances
Pallet exchange adjustments
Performing an adjustment
Viewing the result of the transaction
Performing pallet exchanges from RF
Job Scheduler
Job Scheduler overview
Job Scheduler Maintenance
Maintaining job scheduler jobs
Creating Jobs
Deleting Jobs
Scheduling jobs
Running jobs manually
Run jobs automatically
Performing other functions
Viewing Job status and history
Labor Management
Introduction
Introduction to Infor Labor Management
Labor Management module functionality
Labor Standards
Labor Standards overview
Operations Overview
Defining Conditions
Defining the Conditions Header Record
Defining Conditions Details
Using the Association Operations Choosers Tab
Using the Association Operations Tab
Using the Associated Elements Tab
Defining a Sub-Element
Defining a Sub-Element Record
Associated Elements Tab
Defining an Element
Defining the Element Header Record
Assigning Sub-Elements
Assigning Conditions to a Sub-Element
Using the Associated Operations Tab
Defining an Operation
Assigning Elements
Assigning Conditions to an Element
Defining allowance header record
Adding Allowance Details
Viewing Associated Operation Choosers
Defining Operation Chooser records
Assigning Conditions to an Operations Chooser Record
Sections overview
Travel Section Overview
Defining a Travel Section
Defining Equipment Restrictions
Defining Task Restrictions
Defining Boundaries
Defining Access Points
Defining the Aisle Position
Defining Travel Section Detail
Drawing lines overview
Visual Travel Audit Overview
Viewing Facility Information
Transactions overview
Standards History
Reprocessing a standards calculation
Scheduling
Scheduling overview
Facility overview
Shift overview
Defining shift definitions
Defining Breaks
Activity Overview
Defining an activity
Defining Manual Statistics
Defining Shift Distribution
Defining Activity Transactions
User Capabilities
Filter
Weekly schedule definition overview
Defining a weekly schedule
Facility exceptions overview
Defining facility exceptions
User overview
Role overview
Defining activity distribution information for a role
User work schedule overview
Defining a user work schedule header
Defining the schedule details
Deleting a day from a user’s schedule
Planning
Planning overview
Labor planning overview
Defining labor planning
Work adjustment overview
User assignments
Administration
Scheduling overview
Reason Codes
Activity types
Reports
Reports overview
Access standard reports
Enterprise-level planning and forecasting reports
Enterprise productivity report
Enterprise performance report
Enterprise effectiveness report
Enterprise labor costs report
Facility-level planning and forecasting reports
Facility productivity report
Facility performance report
Facility effectiveness report
Facility labor costs report
Facility labor plan report
Facility user activity
Labor standards audit reports
Assignment recap standards audit
Assignment detailed standards audit
Task detail standards audit
Task summary standards audit
Labor configuration audit
Standards transaction history
User and Task performance reports
Task productivity report
User order performance report
User performance summary report
User weekly performance report
Multi-facility
Multi-facility
Multi-facility overview
Multi-facility hierarchy
Company
Division
Distribution center
Warehouse
Multi-facility environment flow
Multi-facility setup
Multi-facility edit
Copying a facility configuration to other facilities
Viewing the Copy Warehouse Log
Viewing multi-facility inventory balances
Viewing multi-facility charts
Warehouse Transfers
Viewing enterprise-level WM Workbench options
Configuring and processing enterprise orders
Performing warehouse transfers
Turning off ERPINTERFACE
Toggling between facilities
Performing a warehouse transfer
Allocating the order to create pick tasks
Viewing inventory transfers between warehouses
Multi-facility inventory charts
Facility Control
Maintaining Owner Facility Control
Update rules for Owner Facility Control
Maintaining Item Facility Control Groups
Sample uses of Item Facility Control Groups
Adding an item group code to the Item Facility Control Group
Updating Enterprise data
Update rules for Enterprise data
Viewing Enterprise Update Log
Order Processing
Order Processing
Order processing overview
Order processing workflow
Prerequisite order processing configuration
Pick locations
Master Allocation Strategies
Kitting
Substitute item
Order status history
Shipment Orders
Shipment orders overview
Creating a shipment order
Using quick data entry to create a shipment order
Using quick data entry to add order detail
Viewing and editing assigned locations from the Item field
Viewing lot inventory and lot attributes
Verifying host application process complete before shipping
Pallet exchange entry on shipment orders
Billing on shipment orders
Adding billing charge information on shipment orders
Changing the shipment transaction date for Billing charges
Modifying the transaction date for a pick detail line
Modifying the transaction date for an order detail line
Modifying the transaction date for an order
RF Miscellaneous Charges
RF Miscellaneous Charges - Header
Additional shipment order screen fields
Printing labels for shipment orders
Printing case/container labels
Printing Drop ID address labels
Printing reports for Shipment Orders
Viewing order status history
Adding an Outbound Lot Control by Ship To entry
Shipment Order Splitting
Searching for split shipments by original order number
Viewing split shipment indicator
Viewing split shipment original order number
Viewing split shipment final shipment indicator
Selecting an SPS API strategy for a shipment order
Generating a Bill of Lading number from the shipment order
Selecting the Packing Validation Template for a shipment order
Adding packing notes to a shipment order
Confirming quantity during packing on an RF device
Packing entire contents on an RF device using the From ID
Packing entire contents on an RF device using the order number
Displaying the pack template on an RF device
Completing the To ID packing process on an RF device
Viewing packing discrepancies on an RF device
Validating LPNs for an order on an RF device
Viewing To ID packed contents on an RF device
Closing a shipment order
Canceling a shipment order
Workstation Packing
Workstation Packing
Packing Configuration
Preparing to Pack
Configuring default packing settings
Choosing the Pack From
Choosing the Pack To Container
Packing from the From Contents tab
Packing from the Scan Pack pop-up window
Using other available functions within the Packing Screen
Personalization
Personalization Overview
Manually Adding VAS Services
Allocation
Allocation overview
Allocation
Classic Allocation
Classic Pre-allocation
Classic Allocation
Understanding Allocation
General allocation process
Scenario #1 - Exact Match, then high to low quantity, no UOM breaks
Scenario #2 - Exact Match, full pallets, high to low quantity
Scenario #3 - Full pallets, remaining quantity match, minimize picks
Understanding Classic Allocation
Allocation using assigned forward pick locations
Inventory situation for all STD scenarios
STD Scenario #1 Settings
Explanation - STD Scenario #1
STD Scenario #2 Settings
Explanation - STD Scenario #2
STD Scenario #3 Settings
Explanation - STD Scenario #3
STD Scenario #4 Settings
Explanation - STD Scenario #4
Allocation with UOM breaks without assigned forward pick locations
UOMB Scenario #1 - Order Quantity is 280 Units
Explanation - UOMB Scenario #1
UOMB Scenario #2 - Order Quantity is 280 Units
Explanation - UOMB Scenario #2 Pre-allocation
Allocation without breaks by unit of measure
STD2 Scenario #1 - Order Quantity is 280 Units
Explanation - STD2 Scenario #1
STD2 Scenario #2 - Order Quantity is 280 Units
Explanation - STD2 Scenario #2
Allocating orders
General classic allocation process
Allocating a single order
Allocating a single order using Allocation Trace
Allocating multiple orders
Allocating multiple orders using Allocation Trace
Manual allocation by adding pick detail
Viewing Allocation Trace results
Viewing pick detail information
Picking orders from the shipment order screen
Allocation substitution
Unallocating orders
Unallocating orders from the shipment order screen
Unallocating pick detail lines
Unallocating order detail lines
Unallocating a shipment order
Viewing container details
Order Suspension
Suspended order overview
Suspending orders
Allow picking of suspended orders
Releasing Suspended Order(s)
Allocation by Hold Code
Hold allocation overview
Hold allocation rules
Configuring hold allocation
Order type configuration
Hold code allocation configuration
Examples of Hold Allocation configurations
Scenario 1
Scenario 2
Scenario 3
Automatic Dock Assignments
Configuring automatic dock assignments
Creating a new static dock set
Creating a new dynamic dock set
Creating a new dock assignment configuration record
Running the automatic dock assignment process
Reviewing and maintaining dock assignments
Production Order Processing
Configuring the application to manage production orders
Performing production order processing RF functions
Understanding the production order process flow
Production orders
ASN/Receipts
Using wave planning
Allocating the wave
Performing a replenishment
Viewing the production line replenishment screen
Performing a regular replenishment on an RF device
Performing a Cherry Pick Multi replenishment on an RF device
Starting dynamic picking
Receiving finished goods
Directed shipping
Closing the production order
Closing the production order without complete data capture
Initiating production cycle count by specifying the location and item
Understanding the production cycle count task flow
Creating a new production cycle count task and count on an existing LPN
Creating a new production cycle count task and count for a new LPN
Performing production order cycle counts
Completing item counts
Performing item recounts
Finalizing the production order close
Performing moves from Production Staging for counts
Generating a production move without a move task created
Adding inventory to production move that system identifies as zero (0)
Returning product to stock
Returning production inventory using RF
Page Overview
Blind Packing
Pick and Drop
Pick and Drop
Pick and Drop overview
Serial number tracking
Labor Management
Using pick and drop
Common examples using pick and drop locations
Special considerations
Pick and Drop
Configuration for pick and drop
Zones and pick and drop locations
Task Manager Area configuration
Equipment restrictions configuration
General pick and drop location calculation
Adding selective moves options
Shipping pallet moves options
Notes for picking without pick and drop locations
Application effects when using pick and drop locations
Processing tasks using pick and drop locations
Scenario 1: One-stage pick and drop moves
Step 1: RF-directed putaway task using pick and drop location
Step 2: RF-directed move
Scenario 2: Multiple pick and drop points
Step 1: RF-directed putaway task using PND locations
Step 2: RF-directed move from PND location to putaway location
Step 3: RF-directed move from PND location to bulk pick location
Scenario 3: Replenishments using pick and drop locations
Replenishment (RF-directed and RF-assisted)
Step 1: RF-directed replenishment to PND location
Scenario 4: Picking using pick and drop locations
Pick and drop locations pick process
RF-directed picking/dispatch with pick and drop points
Step 1: Performing shipping pallet moves
Step 2: Shipping pallet moves
Step 3: Shipping pallet moves
Step 4: Shipping pallet moves
Picking
Picking Process
Picking process overview
RF-assisted and RF-directed Picking
RF Picking Overview
Understanding picking and inventory balances
Pick menu overview
RF Picking Strategy Overview
RF-assisted picking
Performing a case, piece, or pallet pick (OP01A)
Using the Search Picks option (LPK1)
Using Case ID pick (OP02A)
Using RF-directed picking
Understanding RF-directed pick verification methods
Performing a standard task-directed pick
Performing a cluster pick
Performing a cluster pick by wave
Performing a cluster pick by load number
Optimizing cluster assignment picking
Moving picked inventory
Moving a license plate number during picking
Move using equipment ID during picking
Move using license plate number
Move using equipment ID
Printing the container labels and reports
Using RF Cluster Picking to print
Using other RF Picking screens to print
Using the Print Lbl/Rpt RF screen to print
Printing process
RF-packing for shipment
Pack/Load/Ship process
Process packing
Using the Pack screen
Using the Pack/Load/Ship screen
Loading
Load screen
Pack/Load/Ship screen
Picking from the WM workstation
Changing status to picked
Quantity Confirmation on Picking
Quantity confirmation overview
Quantity confirmation configuration
Zone configuration
Quantity confirmation for full case or pallet pick
Quantity confirmation for RF-directed picking
Quantity confirmation for cluster picking
RF cluster picking verification methods
Conditional Validation on Picking
Conditional validation overview
Conditional validation process
Post-allocation
Post-pick
Pre-ship
Basic process
Conditional validation configuration
Item configuration
Configuration on the conditional validation screen
Post-allocation validation configuration
Post-pick validation configuration
Post-pick validation routines
Pre-ship validation configuration
Pre-ship validation routines
Describing validation types
Post-allocation validation
Post-pick validation
RF-directed picking process
RF-assisted picking process
Pre-ship validation
Special Instructions with RF Picks
Picking special instructions overview
Generating special instructions with RF picks
Special instructions for an item
Special instructions for a pick task
Special instructions for RF-assisted picking
Special instructions for full case or pallet pick (OP01A) screen
Special instructions for pieces/eaches (OP01A screen)
Special instructions for RF-directed picking
Special instructions for cluster picking
Adding New Case IDs During Picking
Overview
Adding new case IDs during standard and cluster picking
Adding a new case ID during standard picking
Creating additional case IDs
Adding a new tote ID with cluster picking
Creating another case ID
Application-generated case ID labels
RF Move Content Between Totes
Moving content between totes overview
Moving contents between totes
Moving contents from one tote to another
Moving contents from one tote to a new tote
Viewing the update
Case IDs
Scanning a new Case ID
Application-generated case ID
Viewing updates
Moving pick detail records of a case ID to a drop ID
RF Quality Control Tote Close
Quality control overview
Common example using RF quality control tote close
Viewing information on the workstation
Viewing information on the QC/Packing screen
Viewing information on the Shipment Order screen
Viewing information on the Drop ID screen
Closing a case ID or drop ID through RF device
Consolidated Picking
Consolidated picking overview
Consolidated picking scenarios
Configuring consolidated picking
Configuring items for consolidated picking
Configuring locations for consolidated picking
System settings for consolidated picking
Consolidating orders
Creating a wave of orders to consolidate
Consolidating orders
Un-consolidating orders
Picking consolidated orders
Replenishing the order
Picking the order
RF-assisted picking
Task-directed picking
Dynamic picking
Printing
CloudSuite WMS Reporting
Configuring a custom report
Configuring custom reports for Trading Partners
Printing inbound reports
Printing outbound shipment order reports
Creating outbound load reports
Creating specific report controls
Automatic Report Printing
Activating automatic report printing within SCE
Configuring a report printer for automatic report printing
Adding a system-level report printer for automatic report printing
Specifying report settings for automatic report printing
Configuring reports for automatic report printing
Configuring a printer at the user level for each report
Configuring SCE Labels
Specifying label configuration parameters
Configuring a label printer
Configuring a label
Creating a new label
Configuring labels for trading partners and items
Creating an owner label
Creating an item label override
Configuring case/container label options
Working with the Loftware label manager
Adding a folder to Scanned folders list
Recompiling labels for other printers
Reprinting failed labels
Setting up Samba software
Setting up an FTP server
Installing the FTP service
Configuring the FTP service
Label-to-database mapping
Batch Label
Wave label
Case_ID Label
Cont_addr Label
Receipt Label
Pallet Label
RFID_SGTIN Label
RFID_SGTIN_CONTAINER Label
RFID_SSCC Label
RFID_SSCC_CONTAINER Label
STD_SGTIN Label
STD_SGTIN_CONTAINER Label
STD_SSCC Label
STD_SSCC_Container label
CASE_AHOLD Label
CASE_BLUESTEM Label
CASE_KMART Label
CASE_MACYS Label
CASE_TARGET Label
CASE_TJX Label
CASE_TSA Label
CASE_WALGREENS Label
SPS_ERROR Label
LPN_ID label
Paper_putaway label
GN_PID label
License plate label
Receive label reprint
Crossdock warning label
Transship container label
Split pallet label
Full pallet label
Crossdock case label
Locations label
Case, pallet, and container labels
Productivity
Productivity and Labor Features
Locating productivity and labor management features
Opening a productivity feature screen
Activating the productivity monitor
Enabling Labor System settings
Activating the labor engine
Activating the labor report cutoff time
Locating other productivity options
Planned assignments overview
Productivity and labor monitoring
Identifying productivity monitoring users
Managing Planned Assignments and Labor Standards
Configuring planned assignments
Selecting the Create Assignments option
Activating the Zone Break option
Setting zone rules
Shipment Order screen
Printing labels by assignment - Wave screen
Owner screen
Planned assignments
Viewing unassigned work
Assigning a planned assignment to an associate
Viewing assigned work
Transferring assignments to a different associate
Viewing completed work
Viewing all work
Configuring location for labor standards
Setting location for labor standards
Configuring labor standards
Setting labor standards calculations
Setting Abandon Location for the zone
Configuring equipment checks strategies
Adding an equipment checks strategy
Editing an equipment checks strategy
Deleting an equipment checks strategy
Viewing equipment checks history
Configuring equipment units
Setting equipment units
Releasing equipment units
Monitoring labor standards
Viewing remaining work
Viewing work tracker
Releasing equipment in work tracker
Viewing user and group daily performance
Viewing user order performance
Monitoring Productivity and Labor
Monitoring labor standards
Timesheet logging
Clocking in and out on a timesheet
Entering and updating activities in a timesheet
Adding supervisor-initiated delays
Time clock: in for day and out for day
Logging on for the day
Logging out for the day
Completing picking assignments using the workstation
Activity types
Creating activity types
Using grab quantities to calculate labor reach quantity
Configuring grab quantities and labor reach frequency unit
Viewing reach quantity calculation
Deleting indirect activities
Entering indirect activities
Entering activities using the Time Clock screen
Assigning a user to a group
Payroll processing
Approving payroll
Generating reports
Associate Status report
Open Planned Assignments report
Completed Activity Summary report
User Performance Summary report
User Weekly Performance report
Work Tracker Performance report
User Order Performance report
Timesheet Override report
Using Labor and Productivity Features on RF Devices
RF device features overview
Logging on
Starting and ending work for labor
Changing equipment for labor
Understanding equipment validation checks on an RF device
Answering equipment checks strategy questions on an RF device
Changing owner for labor
Start and end activity for labor
Viewing current performance
Logging off
Assignment picking using RF Task Manager
Accepting and completing assignment picking
Accepting and completing a clustered assignment
Display of standard on RF Task Manager
Standard time on task
Voice Picking
Voice picking configuration
Zone
Area
Configuring voice properties
Activating Labor
Task Manager user
Creating a Task Manager user
Generating pick tasks
Generating pick tasks for voice
Notes
Putaway
Putaway overview
Serial number tracking
Labor Management
Using RF-assisted and RF-directed putaway
Common examples
RF-assisted Putaway
RF-assisted putaway overview
RF-assisted putaway process
Putaway strategy
Completing an RF-assisted putaway for a single ID
Completing an RF-assisted putaway with multiple IDs
Variation to multiple-ID putaway
Completing an RF-assisted putaway by item
Completing an RF-assisted putaway from a different location
RF-directed Putaway
RF-directed putaway overview
RF-directed putaway process
Putaway configuration
Putaway strategy
Auto Move strategy
Auto Move Strategy Scenario 1
Auto Move Strategy Scenario 2
Auto Move Strategy Scenario 3
Auto Move Strategy Scenario 4
Owner screen
Create PA Task on RF Receipt
Calculate putaway location
Default putaway strategy
Creating user permissions
Item screen configuration
Manually generating an RF-directed putaway task
Configuring Task Manager to use PALBLDDONE
Generating a putaway task on the Receiving screen using PALBLDDONE
Completing an RF-directed putaway for a single pallet task putaway
Completing an RF-directed putaway for multiple pallets
RF-directed putaway verification methods
Check digit verification sample
Putaway Trace
Generating a putaway trace report
Paper-based Putaway Tasks
Features
ASN/Receipt paper-based putaway updates
Generating paper-based putaways
Viewing putaways
Printing a putaway report
Confirming putaway completion
Viewing updated tasks
Printing putaway labels
Using productivity features with paper-based picking
Mixed Pallet Putaway
Performing multiple-item putaways
Configuring mixed license plate putaway
Verifying system setting for mixed license plate putaway
Defining valid Putaway Class codes
Configuring item records for mixed pallet putaway
Creating a putaway strategy for mixed item license plates
Configuring owner records for mixed pallet putaway
Receiving process for mixed license plate putaway
Rainbow pallet putaway
Configuring rainbow pallet putaway
Configuring owner records for rainbow pallet putaway
RF-assisted rainbow pallet putaway process flow
RF-directed rainbow pallet putaway flow
Receiving rainbow pallets
Receiving scenario: System flow
Receiving product for rainbow pallet putaway
Putting away rainbow pallets
Putaway scenario: System flow
RF-assisted rainbow pallet putaway
Generating a putaway task for rainbow pallet putaway
Task generation: Process flow
Generating a putaway task
Performing RF-directed rainbow pallet putaways
Receiving
Receiving Overview
Receiving overview
Labor Management
Workflow
Customer scenarios
Receiving methods
Prerequisite configuration for Receiving
Owner
Item and alternate item
Catchweight and catch data
Serial number tracking
ASN status history
PO status history
Lottables (lot attributes)
Lottable validation for an item
Receipt validation for an item
Pack code
Purchase order and ASN/Receipt data import
Configuring Vendor Compliance Strategies
Adding a vendor compliance strategy
Editing a vendor compliance strategy
Deleting a vendor compliance strategy
Viewing vendor compliance history
Purchase Orders
Purchase Orders overview
Manually adding a purchase order
Viewing purchase order status history
Purchase order status types
Closing a purchase order
Reopening a purchase order
Verifying and closing a purchase order
ASN/Receipts
ASN/Receipt overview
Adding an ASN/Receipt
Adding an ASN/Receipt without a PO
Using the Auto Receipt option
Verifying host application process complete before received goods allocated
Viewing and adding lottables
Applying Lot Masking
Adding an ASN/Receipt by using existing PO or POs
Using the Duplicate function for multiple pallet receiving
Viewing and adding catch weight/data (including serial numbers)
Viewing vendor compliance questions and editing answers
Rainbow pallets for ASN receipts
Creating rainbow pallets for an ASN receipt
Using quick data entry to create a receipt
Using quick data entry to add receipt detail
Performing an ASN lookup
Searching for an ASN/Receipt
Reviewing ASN summary records
Viewing ASN status history
ASN status types
Maintaining transportation status
Closing an ASN
Reopening an ASN
Verifying and closing an ASN
Generating receiving labels from ASN
Generating receiving labels from ASN Detail
Pallet exchange entry on ASN orders
Billing on ASN orders
Adding billing charge information on ASN orders
Changing the receipt transaction date for billing charges
Modifying the transaction date for a receipt line
Modifying the transaction date for a receipt header
Workstation Receiving
Workstation receiving overview
Receiving using the workstation
Using the Duplicate function for multiple pallet receiving
Exploding a line into multiple lines
Printing receipt labels using the workstation
Receiving lottable items
Receiving lottable items using the workstation
Receiving catch weight/data (including serial numbers)
Using the Duplicate function to create serial number records
Reversing a receipt using the workstation
RF Receiving
RF receipt overview
RF navigation reminders
Receiving using an RF device
Performing ASN receipts without a purchase order
Performing a license plate receipt with a single item on the license plate
Performing a license plate receipt with multiple items or lots on the license plate
Viewing real-time summary information during receipt
Creating a receipt with an RF device
Associating a trailer with an ASN
Adding trailer details
Updating receipt header fields with an RF device
Printing a label for an ASN/Receipt
Looking up an ASN
Viewing the change to inventory
Verifying the update on the workstation
Validations during receiving
Quantity validation during receiving
Receiving Multiple Lines
Alternate item
Receiving products with lot attributes
Shelf Life Validation on Expiration Date
Shelf Life Validation on Manufacturing Date
Receiving lottables using the RF device
UCC/EAN 128 Receiving
2D Barcode Receiving
RF control files
Processing
Answering vendor compliance questions on an RF device
RF Miscellaneous Charges
RF Miscellaneous Charges - Header
Receipt Reversals
Receipt reversal overview
Performing a receipt reversal
Reversing a receipt using the workstation
Case-level Receiving
Defining inventory tracking for the owner
Associating or creating inventory tracking: owner
Defining duplicate case ID default for owner
Receiving a case level and SSCC type receipt
Creating a case level receipt using an ASN/Receipt
Handling inventory
Entering case level receiving details
Host download
Receiving using RF devices
Single scan receiving (Mode 1 – Auto Receipt is allowed for the ASN)
Receiving (Mode 2 – Case Level receipts with ASN set to not allow Auto Receipt)
Quality Check Process (QC)
Quality check
Setting a default QC location for an owner
Configuring for QC inspections for an item
Performing a quality check (QC)
Performing a quality check using an ASN
Performing a quality check using RF devices
Viewing and updating quality control information
Defining a QC sampling rule
Understanding the QC sampling process
Returns Process
Configuring return locations for owners and items
Configuring putaway restrictions for returns
Creating and receiving a return receipt
Creating return receipts using the ASN/Receipt screen
Working with a return record
Creating a return receipt from a shipment order
Host download
Receiving returns using an RF device
Return scenarios
Adding Returned Lots by Ship To
Putaway processing
RF-directed or RF-assisted putaway
Location selection
Sample Check Digit Computations
Replenishment
Replenishment overview
Serial number tracking
Labor Management
Replenishment
Using RF-assisted and RF-directed replenishments
Common examples of RF-assisted and RF-directed replenishment
Replenishment priorities and severities
Replenishment methods
Replenishment details
Replenishment types
Calculating replenishment priority
Task Manager picking only
Calculating replenishment severity
Moving severity and priority numbers
Replenishment configuration
Over-allocation
Configuration on the Zone screen
Determining the location to replenish from
Assigning pick location maximums and minimums
Viewing replenishments
Executing RF-assisted replenishments
RF-assisted replenishment verification methods
Location verification sample
Check digit verification sample
Executing RF-directed replenishments
Completing an RF-directed replenishment
RF-directed replenishment verification methods
Location verification sample
Paper-based Replenishment Tasks
Paper-based replenishment overview
Reviewing replenishment options
Creating replenishment tasks
Paper-based replenishment usage
Replenishment rule
Generating paper-based replenishment reports
Printing paper-based replenishment tasks
Confirming paper-based replenishment tasks
Adjusting paper-based replenishment tasks
Deleting paper-based replenishment tasks
Cherry Pick Replenishment
Cherry pick replenishment overview
Using cherry pick replenishment
Cherry pick replenishment flow
Cherry pick replenishment configuration
Zone
Zone (To Zone) configuration
Area
License plate number (LPN)
User permissions
Building a cherry pick replenishment pallet
Performing a cherry pick replenishment
Building the pallet
Moving the pallet
RF-directed cherry pick verification methods
Moving items to final destination through stocker putaway tasks
Overriding the suggested stocker putaway task
RF-directed stocker putaway verification methods
Demand replenishment with speed picking
Understanding the demand replenishment with speed picking process flow
Configuring the application for demand replenishment with speed picking
RF Loading
Load Plans
Load plan overview
RF Loading
RF-directed loading overview
Prerequisites for RF task manager loading
System settings
RF-directed loading verification methods
Load Scheduling and Load Planning
Load overview
Load scheduling
Creating a load schedule
Removing a record
Modifying an existing load schedule
Load planning
Creating or modifying a load plan
Removing data rows
Load maintenance
Processing updates
Manually creating load IDs
Maintaining existing load IDs
Generating a Master Bill of Lading number
Adding license plates to a load
Allocating by Load
Viewing a report
Adding a load unit for non-inventory
Adding an inner container ID for non-inventory
RF Load Tasks
RF load tasks overview
Performing load tasks on RF devices
Adding case or pallet ID to loads
Performing live loading
Creating or updating load information on the RF device
Creating a load
Updating load header information
Loading by license plate
Unloading a license plate
Viewing load status
Viewing status on the workstation
Viewing status information from an RF device
Viewing load summary information
Viewing Load Status by Load
Viewing Load Status by Route
Viewing Load Status by Stop
Closing the load from RF
Closing loads using an RF device
Shipping
Shipping methods overview
Shipping load tasks using the Load Maintenance screen
Shipping loads using an RF device
Shipping
Shipping
Shipping overview
Prerequisite shipping configuration
Shipping Orders
Single-order shipments
Shipping a single order
Viewing shipping results
Shipping orders from the shipment order screen
Mass shipping multiple orders
Mass shipping pick detail lines
Retrieving and shipping pick detail lines
Shipping orders using RF devices
Using RF devices to ship orders
Small Parcel Shipping
Overview
Configuring WM to Infor SPS Interface
Enabling Infor SPS
Configuring the owner
Adding and Configuring Carriers
Configuring special services
Configuring SPS Override Strategies
Adding an SPS API Strategy
Duplicating an SPS API Strategy
Duplicating a detail within an SPS API strategy
Deleting an SPS API strategy
Deleting a detail from an SPS API strategy
Labeling and Rating from WM
Printing Labels after Wave Allocation and Release
WM-SPS Touch Point/Interface Matrix
Rating and Labeling a Package on Check Pack Screen
Unpacking the contents to another package
Capture Serial Numbers
RF - Printing label
LTL Package Processing
RF LTL Check Weight Screen
RF LTL Rate Screen
International Shipping
Viewing parcel package transactions in WM
Communication between Infor WMS Warehouse Management module and Infor SPS
Example of API Request and Response
Field mapping
Wave Planning
Wave Workbench
Overview
Wave building - step-by-step instructions
Planning
Query Builder
Query Builder – Wave Limits
Query Builder – Query Filter
Using date and time parameters
Using specific date and time parameters
Using general date and time parameters
Graphical filter
Graphical filter – Graph Display
Other Planning Screens
Query Builder – Save Filter
Saved Filters
Wave Execution
Saved Filters
Saved Filters – Specific filter
Create waves from existing filters
Wave maintenance
Performing a mass update
Actions
Functions
Printing
Background Processing
Saving wave details
Viewing and editing assigned locations from the Item field
Viewing lot inventory and attributes
Wave Summary tab
Removing orders from a wave
Adding orders to a wave
Adding a quick order
Status tab
Planning tab
Orders tab
Order Details tab
Not Allocated tab
Allocated tab
Picked tab
Pre-allocated tab
Demand Allocation tab
Shipped tab
Task Detail tab
Batched Orders tab
Batch Details tab
Assignments tab
Consolidation – Item consolidation and selection of Speed Pick locations
Orders Not on Wave
Adding orders to a wave
Creating a new wave for the selected orders
Work Order
Work Order
Work Order overview
Work Order Process Flow
Work Order process flow
Work Order Configuration
Defining operations
Maintaining work centers
Maintaining the bill of material
Routing
Global preferences
Work Order Management
Work order process overview
Adding a work order
Creating work orders in wave planning
Combining work orders
Pre-allocating work orders
Monitoring work orders
Dynamic BOM/Routing template
Job Management
Job management overview
Releasing work orders
Work Order Functional Processing
RF-device pick overview
Picking components using an RF device
Work order control/update (assembly operations)
Working with exception handling
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