Enhancements

Excel export downloads

Previously, when you clicked Export on a page, the selected data was automatically downloaded to the Download location in your Browser as an Excel file. These exports required additional UI service memory consumption, and sometimes required the UI service to be restarted for large or multiple exports.

Now, when you click Export, the data is exported as a background process to an Excel file. You must then go to Tools > Excel Export Downloads to select the file and then export to your computer or laptop. With this new export process, you can run export as a background job without having to wait in the same screen for the export to complete and download the file after the export is complete. With this feature, you can download multiple Excel files without experiencing UI slowness.

Extensibility Toolkit

Infor WMS now contains an Extensibility Toolkit solution where users can tailor and extend the base application functionality according to their business scenarios. You can use the toolkit to modify application functionality and flows executed from the web UI, Web RF, Meta RF, Voice, and API. The Extensibility Toolkit provides access control capabilities at these different levels:
  • Tenant
  • Enterprise
  • Facility
  • Admin role
  • User role
The toolkit is comprised of these components:
  • UI Personalization
  • Label Configuration
  • Form Based UI configuration (Form Designer)
  • Mobile Personalization
  • Extensible Business Rules (EBR)

You can use the EBR feature for low level manipulation of business objects and logic. The rules created using the EBR designer are interjected and evaluated during runtime.

Load staging

Facilities can now dynamically assign multiple small stage locations to orders based on the number of expected pallets for each order and the pallet capacity of each stage location. One or more stage locations can be assigned to each load and stop.

Use the new Load Staging page located under WMS > Outbound > Dock Assignments > Load Staging to configure and manage the staging location assignments. On this page, you can maintain the list of staging locations and remove the assigned load from a staging location. Stage locations are released from the load when the load is closed or shipped.

On the Wave and Load pages, these processes have been added to handle load staging:
  • Ability to calculate the number of estimated pallets for each order, stop, and load
  • Select a group of consecutive stage locations with sufficient capacity to handle the total estimated pallets for the load
  • Reserve the locations for the load and stops
In addition to the Load Staging page, these enhancements have been made for the load staging functionality:
  • Load Staging Pallet Conversion field added to the Cartonization page under WMS > Configuration > Cartons
  • Max Pallets Per Stage field added to the Configuration page under WMS > Outbound > Dock Assignments > Configuration
  • Assign Load Staging and Clear Load Staging options added to the Actions menu on the Wave Maintenance Detail page
  • Assign Load Staging and Clear Load Staging options added to the Actions menu on the Load Maintenance Detail page
  • Load Staging First and Load Staging Last columns added as hidden columns to these list views:
    • Load on the Load Maintenance page
    • Dock on the Dock Maintenance page
    • Shipment Order on the Shipment Order page
  • Load Staging First, Load Staging Last, and Load Staging Range fields can be added through user customization to these RF screens:
    • Task Picking
    • Task Assignment Picking
    • Move Picked ID
    • Trip to Dock

System directed lot swapping during picking

During the picking process, picking is often disrupted when the picker has the inventory to pick, but the inventory is in a different lot than the one allocated for the pick. With the lot swapping functionality, you can continue the picking process when the lot allocated to an order does not exist in the location but sufficient inventory of the item exists.

The system directed lot swap only occurs if the lot and LPN on the pick detail does not exist in the location. If the lot and LPN exists as expected, then the picker completes the pick. If the lot and LPN does not exist, then the lots and LPN allocated are traded in the system for the current pick with one or more other pick details. The pick details must reference the lot and LPN currently residing in the system inventory at the time of the pick.

These fields have been added to support the lot swapping functionality:
  • Pick Started: This field is located on the Pick Detail page and is hidden. Use the List View Preferences dialog to make the Pick Started field viewable.
  • Default Lot Swapping: This field is located on the Task tab of the Owner detail page.
  • Lot Swapping Allowed: This field is located on the Outbound tab of the Item detail page.

New versioning standard

Infor WMS has adopted the new Infor standard version number format. The full version of an update has three segments:
  • YYYY. = the year where the release will first deploy to production, followed by a dot
  • MM. = the month where the release will first deploy to production, followed by a dot
  • NN = the sequence number of the supplementary update to the YYYY.MM version

In preparation for the October update, the version number is 2021.10.00. Depending upon the number of supplementary updates that occur before the October update is deployed, the third segment of this number might change, for example, 2021.10.NN.

The versioning standard for documentation will be 2021.x.

This new versioning standard replaces the previous version number format for Infor WMS, which was 2021.MM.

New RF lot attribute validation

On the RF Lot Attribute Validation page, you can determine which lot attributes are visible or captured during RF transactions at the facility level. If you select the Required check box for a lottable, then the Visible check box is automatically selected and cannot be cleared. When the Visible check box is selected for a lottable, the lot attribute is displayed on the RF screen. When the Required check box is selected for a lottable, then you must specify those lot attributes on the RF screen.

These RF screens have been modified to allow the display and validation of the lot attributes:
  • RF Directed Putaway Task
  • RF Directed Replenishment Task
  • Directed Cherry Pick Replenishment & Multi Cherry Pick Task
  • RF Directed Move Task
  • RF Directed Cycle Count Task - Including Supervisor Counts
  • Cluster Picking (all options)
  • RF Directed Assignment Picking - Including user entered Assignment Picking
  • RF Directed Pick Task - Includes by Order and by Wave

The RF Lot Attribute Validation field has been added to the Outbound tab on the Item page. Select STD to assign RF validation to the item.

New Fkey options for RF Outbound QC process

When using RF devices to add accepted and rejected quantities to the outbound QC inspections, you can now delete or reset inspection quantities from the RF screens. The F3 option on the DC01 screen can be used to delete all QC data for the container. The F3 option on the DC02 screen can be used to reset all QC data for a specific item within the container. The F4 option on the DC02 screen can be used to close the container.

You can use the new AutoCloseQCContainer system setting to prevent the container from automatically being closed when all details have been fully inspected. If AutoCloseQCContainer is set to ON or if the setting does not exist in the table, then the container closes automatically. If set to OFF, then the container close process is not performed. The default is ON.

Voice load by LPN

You can now use voice equipment to load shipping containers by license plate number (LPN). The supported voice equipment is Honeywell A700 and A700x. Loaders using voice equipment, can use the Load by LPN function to load an LPN, case ID, or drop ID that has been picked and does not have a load task created for the task load. The shipment order must have route, stop, carrier, and trailer information populated. The shipment order must have a door populated that is not associated with another load.

The loader is prompted for the function number by the voice load by LPN. After providing the function number, the loader is asked for the container number, door number, and stop. These additional commands are available to the loader at various points during the voice commands by saying Talkman Help:
  • Take a break
  • Change function
  • Sign off

Receiving using voice equipment

Functionality has been added to Infor WMS for using voice equipment to receive ASNs, purchase orders (POs), and transfers. During receiving, ASNs, POs, and transfers are all referred to as a receipt number or receipt # in voice receiving. The voice receiver asks the user for the receipt number to be received. If possible, the receipt number may be scanned.

LPNs and labels are not required for voice receiving. Voice checks the new Prompt for Receiving Label Printer check box on the Voice Properties tab for receiving printer prompt. A task package level setting determines these things:
  • Whether labels are used during voice receiving. If they are not used, voice receiving is finished with labels.
  • The type of label, System Generated or User Provided, when labels are used.

To enable putaway of the last item just received without having to change to a different voice function, inline putaway functionality has been added. After the inline putaway is complete, the voice dialog can pick back up where it left off in receiving.

Voice task loading

The use of voice equipment to complete directed load tasks has been added to Infor WMS. Voice loaders using the Task Load function can complete loading tasks that have been created on the Load Creation or Load Maintenance pages. When needed, loaders can switch between the different loads or routes to reduce idle time.

Voice task unloading

The use of voice equipment to unload shipping containers from a trailer and put them back into a staging location has been added to Infor WMS. Unload Container is Voice function number 23. Unload Container can be used to unload loads from both Load Tasks or Load by Container.

Item language activation at the Enterprise or facility level

The Language Activation option has been added to the Enterprise > Administration > Facility Management menu specify which language records for item description translation should be used when creating new SKUs,importing SKUs, or importing item description. Use this option to enable or disable language for enterprise or facilities.

On the Language Activation page, click the Detail button for a language to enable or disable the language for the facilities listed. You can enable or disable the language individually by facility, or you can use the Actions menu to enable or disable the language for all facilities and Enterprise. If one of the facilities is set to Yes under Enabled, then Enterprise must be set to Yes.

Each piece scanning enabled in RF New Physical Count

In the RF New Physical Count screen, you can scan each unit of an item based on owner and item level configuration. With this enhancement, you can scan item or alternate item for each unit of quantity against a location and LPN ID. To use this enhancement, you must first select these new options:
  • Each Piece Scan for New Physical Count on the Process tab under WMS > Configuration > Trading Partner > Owner
  • Each Piece Scan for New Physical Count on the Cycle/Costs tab under WMS > Configuration > Item

Use the New Each Piece Scan option to create new records through enhanced RF New Physical screens. If an item is configured to capture lottables, then you are prompted for lottables at the beginning of the each piece scanning process.

With this enhancement, you can scan select lots, if the LPN in that location has multiple lots for an item that is configured for each piece scanning.

Each piece scanning enabled in RF Picking

In the RF Cluster Pick by Order screen, you can scan the item or alternate item number for each quantity of a configured Barcode UOM based on owner and item configuration. To use this enhancement, you must first select these new options:
  • Default Barcode UOM flag on the Task tab under WMS > Configuration > Trading Partner > Owner
  • Barcode UOM flag on the Outbound tab under WMS > Configuration > Item

You can configure and scan the barcode of an alternate item. If you scan an alternate item with different Barcode UOM, then the pack key is used for the Barcode UOM that is associated to that alternate item to calculate the quantity picked. The scanned quantity field is increased based on the quantity from the pack for that alternate item.

With this enhancement, you can perform over picking and short picking.

Each piece scanning enabled in RF Receiving

In the RF Receiving screen, you can scan an item or alternate item number for each quantity against an ASN and LPN or box ID. To use this enhancement, you must first select these new options:
  • LPN not on ASN for Each Piece Scanning on WMS > Configuration > Validation Rules > Receipt
  • Capture Lottables with Each Piece Scan on WMS > Configuration > Validation Rules > Lottables

The new RF receiving > Each Piece Receiving option can be used to scan each unit of an item into predefined LPN or a generic LPN.

You can scan one or more items for a scanned LPN. You have the option to restrict the LPN not attached to an ASN detail through receipt validation. You can control the restriction of receiving these:
  • Different items into the same LPN
  • Different LOTs into a single LPN or box ID
You can capture this information:
  • Lottables for each piece of an item
  • Lottables for an item only once for all units of scan for a particular item
  • Lottables for each unit scanned

Visual Inventory Cycle Count

The Cycle Count button on the Visual Inventory page has been moved to the inventory records results header.

Rainbow pallet put away

RF users can now modify or scan a different quantity or override the To location when using the Rainbow Pallet putaway option. In Infor WMS, you can now view the rainbow pallet ID on the Inventory Transactions and the ASN/Receipt Detail page list views . By default, the Rainbow Pallet ID field is hidden.

On the RF Rainbow Putaway (PA04) screen, you can now view the location, in the Loc field, where the inventory is going to be putaway. On the Putaway Confirm (PA02A) screen, additional fields have been added for rainbow pallet putaway. If the feature flag is enabled and the putaway is a rainbow pallet, then these fields are visible:
  • Item or Alternate Item: If the item or alternate item scanned does not match the sku or altsku for the selected task, then the message, Incorrect item scanned, is displayed.
  • To Location: You can use this location or override the location by scanning the new location where the product is to be placed in the Confirm Loc field. If the location scanned is not correct, then a message is displayed.
  • Quantity: The quantity can be validated for the putaway. Although the entire quantity that is received is not meant to be split between two locations, you can enter a lower quantity in the Qty field.

Print pack list based on order type

The RF Print Lbl/Rpt (PAL2) screen can now print a pack list report on demand based on the order type.

Outbound LPN consolidation validation

This enhancement adds rules to control the content of license plates (LPNs) at picking or packing based on criteria such as ship to, ship to group, carrier, and carrier group. Note that the new functionality only works with Pack or Load RF functions, options 0 and 1 from Pack/Load/Ship. They do not work with Option 3 - Pack/Load/Ship.

Previously, data updates performed nesting when IDs that contain multiple items are moved to a different outbound license plate. Since the IDs are nested into an LPN, they cannot be moved, which can cause an issue if an item on that ID needs to be moved separately to a different license plate prior to shipping. This enhancement introduces a merge function so that contents of an LPN can be moved to another LPN without nesting them together. Therefore, a case or ID picked to a license plate can be moved or repacked to a different LPN.

These new fields have been added to the Labels tab on the Owner page under the headers LPN Format Validation for Picking and LPN Format Validation at Packing:
  • Length
  • Masking Format
  • LPN Prefix
These fields have been added to the Processing tab on the Owner page:
  • To LPN Consolidation Validation at Picking
  • To LPN Consolidation Validation at Packing

When selected, these fields help to ensure that during picking, the license plate scanned during the pick meets specific length and type requirements.

On the Carrier > General tab, use the Carrier Commingle Group at Pick/Pack to identify carrier groups used for validation during picking, packing, and loading to ensure the license plates contain only material that should be shipped together.

A new RF pack process has been created to meet customer requirements. The Merge IDs option has been added to the Pack/Load/Ship (PLS) menu.

Waves for single item line orders

This enhancement includes the ability to create waves for single item line orders where the total number of orders for a single item is higher than the defined percentage of the total orders. This feature is meant for e-commerce, high volume warehouses so that the items can be batched together. More than one item can be defined for the wave if all the items meet the defined percentage.

A new field, Minimum Percent for Single Item (1 line orders only), has been added to these pages:
  • Query Builder
  • Graphical Filter
  • Saved Filters

Decimal Precision

This enhancement to Decimal Precision configuration settings limits the number of zeros that can come after the zero (0). Open ended decimal places can no longer be used for certain currency and quantity fields. You can now only define 4 (1.0000) or 5 (1.00000) decimal places for zero (0). Note that this enhancement only effects new users.

Drillback Mapping ION

You can now set up and use drillbacks through Infor Ming.le® alerts. Drillbacks are a link that you can select through Infor Ming.le to go directly to a location in Infor WMS. For example, when a shipment order is shipped an alert is sent to the configured user; that user can go into the alert's details and select the drillback option. You are then navigated to the shipment order page from Infor Ming.le and the details of the specified shipment order are displayed.

Outbound quality control by unit of measure

With this enhancement, you can break down a unit of measure (UOM) into smaller units. If the USEPACKUOMONRF system setting is set to On, then you can perform QC inspections using the same UOM that was picked or any UOM that is valid for the item and pack.

These new fields along with a Delete button have been added to the QC Packout detail record on the QC/Packing page for this enhancement:
  • Pack
  • UOM
  • UOM Qty Picked
  • UOM Qty Accepted
  • UOM Qty Rejected
These RF screens have been enhanced:
  • DC02 - QC Inspection Results / Scan Item: Added the PICK Pieces, ACPT Pieces, and RJCT Pieces fields.
  • DC02A - QC Inspection Results / Entry: Added the Item Description and UOM fields, and added the Pack Details Fkey to see pack breakdown.
  • QCOVR - QC Inspection Discrepancies screen: Added the RJCT Qty, PICK Pieces, ACPT Pieces, and RJCT Pieces fields, and added the Pack Details Fkey to see pack breakdown.
These new screens have been added to the RF application:
  • DC02SEL - QC Inspection Selector screen: Use this screen to choose the Lot+PackKey to be used during quality control inspection when an Item is scanned on the DC02 screen and Packout detail records exist with multiple Lot+PackKey combinations.
  • QCDETAILS - QC Pack Details screen: Use this screen to view the pack breakdown and the picked and inspected quantities by UOM level.

Report printing by zone

New report options have been added to Order and Wave pages that enable you to print a pick list or order sheet to a specified zone printer for orders that have picks in that zone only.

New extensibility business information objects added

A new set of Business Information Objects (BIOs) and a set of UDF fields for the corresponding screens have been added to the Extensible Business Rule Designer page. This list contains the new BIOs added to the existing list of BIOs:
  • Transship ASN
  • Transship ASN Detail
  • Transship
  • Transship Detail
  • Wave
  • Wave Detail

Item manual setup required

The Manual Setup Required field has been added to the Item list page. The field may now be maintained from the list to improve efficiency. The Receiving screen flows have been modified to check the Manual Setup Required field at the beginning of the process rather than at the end. This enhancement was made to improve the user experience and reduce errors while receiving new items.

Expose user columns on the Extensibility Business Rule designer

The Extensibility Business Rule designer has been enhanced to expose these user columns as selectable attributes when setting up new rules:
  • Date Updated
  • Date Created
  • Created By
  • Updated By

ShowInventoryBalanceList AP

For more control when using the ShowInventoryBalanceList API, owner and SKU parameters have been added.

Cell formatting of Excel export

The Excel Exports functionality has been enhanced to format fields, such as Order Qty, Received Qty, Expected Qty, and Open Qty, from text to numeric for easier document manipulation.

Additional Business Information Objects for Extensibility

This enhancement provides you with the ability to create extensible business rules for Business Information Objects (BIOs) related to Hold Transaction and Demand Allocation. With this enhancement, the introduction of read-only for BIOs and BIO attributes to differentiate the read only BIOs and attributes from other BIOs and attributes. When using Assign BIO Attribute on the Extensible Business Rule Builder page, if you select the BIOs that are read only, then the message
Assign BIO attribute action on this BIO is not allowed
is displayed. Similarly, for any attribute that you set as read only, if you select the attribute using Assign BIO attribute, then the message
Assign BIO attribute action for this BIO attribute is not allowed
is displayed.

When using Hold Transaction or Demand Allocation, except for the added UDFs, the rest of the attributes should be set as read only.

UI Save event added in Extensible Business Rule Designer

With this enhancement, the UI Saveoption has been added in the Event field on the Extensible Business Rule header to execute business rules against a business object when the user clicks Save on a WMS page. The UI Save event executes rules against all business objects that are being saved before they are actually saved. With this event, any validation errors that occur as a result of the business rules execution prevent either the header or detail record from being inserted or updated. The UI Save event is only executed when Save is clicked.

List Name added to Form Designer

With this enhancement, you can use the existing code list and associate the list to one or more Code List Type UDF fields on a different page using the Form Designer editor. Use the new List Name field on the Form Designer to associate an existing code list to desired Code List datatype widgets. This field can only be used for the newly added UDFs with Code List Datatype. The list name property can be viewed and edited for both List View forms and Detail View forms. You can associate an existing valid code list to a Code List datatype widget in Detail View forms and List View forms.

Ignore zero counts - cycle counts

This enhancement adds the Ignore Zero Counts when regenerating CC Tasks field to the Processing tab on the Owner page. If selected, the creation of new cycle count tasks is stoped when inventory balances are zero. A new set of cycle count tasks are generated when cycle counts in the RF do not match.

Inventory REST API enhancement

For the Inventory REST API that uses lot, location, and ID data parameters to get information out of the system, all the Extensibility related UDF fields are now part of the returned data.

Additional business information object for Extensibility

This enhancement provides you with the ability to create extensible business rules for some Business Information Objects (BIOs) related to Drop ID Detail and Drop ID Detail view.

EXT UDFs added for Query Builder, Graphical, and Wave maintenance pages

This enhancement adds EXT UDFs related to Query Builder, Graphical, and Wave maintenance pages to provide a way to run the extensible business rule operations for related business information objects.

These screens now include EXT UDFs:

  • Query Builder
  • Graphical
  • Orders Not on Wave
  • Wave Maintenance- Orders
  • Wave Maintenance- Order Details
  • Wave maintenance- Pick Details
  • Wave maintenance- Task Details
  • Wave maintenance- Allocated
  • Wave maintenance- Not-allocated
  • Wave maintenance- Add Orders

Aggregate and count functions with Lookup added in Extensibility

This enhancement provides you with the ability to get the aggregate values of a look-up result and retain them in a desired context parameter.

These aggregate functions are now available with a Lookup:

  • Sum
  • Count
  • Average
  • Minimum
  • Maximum
  • Median

When you create a Lookup, a new icon for the Add Function is displayed in addition to the Add Condition. Click the Add Function icon and a new row with LHS, Expression Operator and RHS is displayed. Select the Business object attribute on which to use the aggregate function and then select the required aggregate function from the Expression operator drop-down list. In RHS you must specify Parameter name (Alias name) to retain the aggregate value, which can be used as context parameter in subsequent expressions and actions.

Each Piece Scan option for Cycle Count

An Each Piece Scan option has been added to the RF Cycle Count menu. You can use this option to perform these tasks.
  • Scan each unit of an item into predefined LPN/Box IDs
  • Scan EAN number for each quantity against a Location and LPN/Box ID
  • Scan one or more items for a scanned LPN/Box ID
  • Receive new inventory into warehouse using blind no ASN option from this menu
  • Trigger a system move if the scanned LPN exists in a different location than what you scanned for the cycle count
  • Click F4 (Complete Scan) to close the location count
  • View the summary of scanned items during the capture of cycle count

You cannot scan each piece for a cycle count of an item if the piece is configured for serials capture, catch weights, or summary weights. If the cycle count discrepancy rule is configured for the item, then the discrepancy rule works as specified.

If the cycle count task exists for location, item and LPN, and LOT, then after each piece scan is performed, the corresponding task is updated.

If you scan an alternate item, the barcode UOM associated to it and the quantity of the article picked increase by master units count configured to the Barcode UOM. For each subsequent scan, the scanned quantity is increased by UOM units. To support this functionality, the Barcode UOM for Each Piece CC scan field has been added to these pages:
  • Item page on the Alternate tab
  • Alternate Item page

EXT UDF fields added to the SPS API Override Strategy page

These extensible (EXT) user defined fields have been added to the Data Field field on the Conditions and API Data Override tabs on the SPS API Override Strategy page:
  • Order
  • Carrier
  • Ship From
  • Ship To
  • Bill To
  • Facility
  • Owner

You can use these fields for reference purposes in the conditions and overrides in the strategy.

Import and Export by format in Form Designer

With this enhancement, you can export or import a single or multiple form designer changes at the form level instead of module level. Modules and forms are no longer displayed separately in the Design List page; instead, a list of the changed forms is displayed. You can export a modified form from the source environment that is in any status, such as Released, Saved, Design, or Publish. When the same form is imported, the form status is imported in the status of Saved or Released in the destination environment based on the existing changes.

Widget properties added to Form Designer list view

With this enhancement, you can change the Form properties of the widget on the list view at the enterprise level. In addition to the List Name field, these property fields are available within the Properties section on the Form Designer page:
  • Hidden

    When set to True, the widget is no longer visible in the list of the screen.

  • Read Only

    When set to True, the application user cannot edit the values of the widget.

  • List Personalization

    When set to False, the widget is no longer visible on the List Personalization page .

These properties are disabled for the widgets that are out-of-the-box mandatory for the list view form, which means fields that are not available in List Personalization page.

Ownership control of extensible business rules

With this enhancement, an authorized user can take ownership of the business rule, or the user can allow other users to take ownership of the business rule. A Release option has been added to the Rule Maintenance page. By default, this option is disabled and an admin user must enable the option through action level permission for the Rule Maintenance page.

Before using this option, you must select at least one rule that is in the Created or Saved status from the list. Release only works for the rules that are in Created or Saved status. After selecting the rule, click Release. If the rule is locked by another user, then the corresponding business rule status is changed to Released. You can open and save the rule in the Extensible Business Rule Designer page to acquire ownership of the rule.

Extensible business rule step re-sequencing

With this enhancement, you can re-sequence the existing steps in an extensible business rule and duplicate the existing expressions and actions of a step to use as a template to define a new step. This table shows the new buttons that have been added to the Extensible Business Rule Designer screen for re-sequencing and duplicating.
Button Description
Duplicate Click to duplicate an exiting row. A new step with the same Expressions and Actions same as existing step is created. You can modify the duplicated expressions and actions.
Up Click to move a step up in the list of steps to change the step sequence.
Down Click to move a step down in the list of steps to change the step sequence.

You must click Save after duplicating a step or re-sequencing a step in the list.

Update OpenQty for production orders

With this enhancement, the Shipment API and ProcessShipment BOD have been enhanced to support OpenQty increases for shipments with production orders. You can now use the API or BOD to increase the OpenQty for a shipment identified as a production order type until the shipment status is Shipped Complete.

Cherry picking replenishment

This enhancement includes these improvements to cherry picking replenishment:

  • Short pick a task and recreate a replenishment from another location, which ensures that the intended quantity of product to be replenished to a location is realized
  • Automatically taken to the Move screen during the Cherry Pick Multiple process instead of having to click F2
  • Link replenishment strategy to the cherry pick replenishment and the cherry pick multiple processes

User directed lot swapping during picking

During the picking process, picking is often disrupted when you, as the picker, have the inventory to pick, but the inventory is in a different lot than the one allocated for the pick. With the lot swapping functionality, you can continue the picking process by choosing to swap the inventory by lot, LPN, or lot attribute.

You can use user directed lot swapping with these pick options:

  • Assignment picking
  • Task directed picking
  • Cluster picking, all options

These fields and values have been added to support the lot swapping functionality:

  • User Directed By Lot: This value has been added to the Default Lot Swapping field list on the Task tab of the Owner detail page and the Lot Swapping Allowed field on the Outbound tab of the Item detail page
  • User Directed by LPN: This value has been added to the Default Lot Swapping field list on the Task tab of the Owner detail page and the Lot Swapping Allowed field on the Outbound tab of the Item detail page
  • User Directed by Lot Attribute: This value has been added to the Default Lot Swapping field list on the Task tab of the Owner detail page and the Lot Swapping Allowed field on the Outbound tab of the Item detail page
  • RF Lot Attribute Validation: This field has been added to theOutbound tab of the Item detail page
  • LOTSWAPPINGLOGS system setting: This option has been added to the On/Off tab of the System Settings page

You cannot use lot swapping for shipment order with hold allocation and pick details that are in-process.

If a lot cannot be found or fails the validations, then the swap cannot be performed and you will receive an error message. If inventory is found, then the swap is completed by updating the pick details, task details, and inventory records. If enough inventory is not found for the swap, then the pick details are split into a pick detail for the quantity of the swapped inventory and a pick detail for the remaining quantity of the original inventory.

Enhanced production order consolidation and allocation

Before this enhancement, a WMS limitation waving production orders with a defined Stage Location in the Shipment header existed. Waving Production Orders representing only a Single Stage Location would correctly consolidate inventory to speedline locations. With this enhancement waving multiple Production Orders representing multiple unique Stage Locations will correctly consolidate inventory to the correct speedline location.

Additionally, this enhancement corrects the way speedline locations are assigned when using the Production Staging Location field at the Shipment detail. Before the enhancement WMS limited selection of Production Staging Location to Pick locations only. This configuration was intended for Production Orders so the enhancement corrected the selection to Speed Pick locations only.

Packing method pass-thru

With this enhancement, data from the ERP is stored as it relates to Shipment Orders and the data is sent back to the ERP through the SyncShipment BOD. This data is used by the ERP to determine how the order will be processed.

Change assignment picking

The assignment picking sequence has been changed so that picks are completed first by wave, and then by assignment number. This enhancement keeps a picker in the same wave to complete all the assignments before moving on.

Opportunistic crossdock

The new option, No Inventory = 3, has been added to the OPPORTUNISTICCROSSDOCK system setting under Values. When you use No Inventory = 3, Opportunistic Crossdock only runs when there is zero inventory in the system for an item that is flagged to allow Opportunistic Crossdock.

Hide Next Task Screen Between Picks option added

This enhancement adds the Hide Next Task Screen Between Picks option on the RF Picking Strategy page to all cluster pick options and assignment picking.

When a cluster pick by case ID is performed, a new cluster pick complete message is displayed when all the picks for a case ID are complete.

Hold Assignment Pick Tasks

This enhancement adds the HOLDPKTASKS system setting flag. When the HOLDPKTASKS flag is selected then all pick tasks are held until all assignments are created. This enhancement eliminated the ability to pick a wave as it is being allocated. You can also hold tasks until the entire process is complete including assignment creation if the assignments are going to be used. When the HOLDPKTASKS flag is selected, tasks are created with a status of Awaiting Sequence.

Extensibility Business Object Information added for cartonization, task manager reason, and cycle count requests

This enhancement provides you with the ability to write extensible business rules for business object information (BIOs) related to cartonization, task manager reason, and cycle count request.

List view preferences for the extensibility UDFs have been added for the Cartonization, Reason, and Request to Count List View Preferences pages.

Duplication of extensible business rules added

With this enhancement, you can use the Duplicate button to duplicate existing extensible business rules, modify the expression and actions, and save the rule with a new rule name and description. Only one rule can be duplicated at a time.

When you duplicate a rule, you can only modify the name, description, event, and scope of the rule on the Extensible Business Rule Designer page. For execute by name type of rule, you can change the parameter count.

Date data-type BIO attributes enabled for lookup in extensible business rules

With this enhancement, you can choose to use only date data-type attributes in a lookup condition or use multiple conditions with date and non-date data-type business object information together in a lookup. When using a lookup condition, you can specify special values such as Today, Now, and Hour in the right-hand side of an expression.

Add SKU or item when missing from orders

This enhancement adds the Auto Create Missing Sku on Order Import check box to the Misc tab on the Owner page at the Enterprise level. When the check box is selected, any shipment order created or updated through BODs, imports, APIs, etc. with a SKU that does not exist in Infor WMS will be added to the order. The SKU is also added into the system for the specified owner.

TM status translation

With this enhancement, the TM Status field on the Load tab is updated for a shipment order (SO) if the SO is passed into the system through a BOD or API. This field uses the current code translations to update the system and sends the TM status out through BODs or APIs for those looking for that information.

Order disposition rules added

This enhancement adds configuration rules to determine outbound processes that must be completed on orders before the next step of the process can begin. For example, do not allow packing or loading if the entire order has not been picked. You can define the configuration for the order rules by owner and ship to customer based on unique outbound processes.

The new Shipment Order Processing Rules menu option has been added to the Outbound > Outbound Control menu.

This example shows how the order configuration rules may be used:

  1. Create shipment order processing rules.
  2. Assign rules to Owner or Ship To, or both.
  3. Create a shipment order.
    • If the Ship To has a rule, then that rule is assigned to the shipment order
    • If Ship To does not have a rule, but the Owner does, then the rule is assigned to the shipment order
    • Or, assign a rule to the shipment order
  4. Allocate and release the order.
  5. Depending on the rules assigned to the shipment order, you must perform certain actions so the order processing flow can continue. Actions include allocate before picking, pick before ship, or load before ship.

Expiration date validation added

In Infor WMS, you can validate outbound shelf-life using expiration and manufacturing date based on the choice on the enterprise item. Date limits can be set on item, conditional validation, lot control by ship to, and order detail. With this enhancement, you can validate the expiration date even if rotating by manufacturing date to prevent expired product from being allocated.

This table shows the new fields added along with the page and tab on which they are located.

Field Page Tab
Default Validate Expired Inventory during allocation Owner Task
Default Validate Expired Inventory during allocation Ship To Processing
Validate Expired Inventory during allocation Shipment Order Ship

New Case ID generation added for Voice Picking

A picker using Voice Picking can now create a new case ID in the middle of picking a current assignment. They can also print a new container label for remaining picks of the current case ID. Additionally, the voice picker can now hear the remaining picks, cube, and weight for the case ID currently being picked.

The picker can continue to keep picking an assignment whenever the current case ID container has become full, but still has picks remaining. Creating the new case ID does not require supervisor intervention.

Ownership control changes to Form Designer

This enhancement adds a Release button on the Form Designer List page. An authorized user can click Release to take ownership of a locked form with the status of Design or Saved. The user can then open the form and save it to acquire ownership. Any user with Form Designer permissions can open a form with a status of Released and click Edit to acquire ownership of the form.

Additional string functions added for Extensibility rules

This enhancement adds the new string functions, String Left and String Right, that can be used in the expression or actions blocks of an extensible business rule. Use the String Left option to extract the string value from the left side of the string. Use the String Right option to extract string value from the right side. You must specify the number of characters to be extracted from dynamic values in substring functions. Substring functions include but are not limited to BIO attribute, constant, values from context, or lookup result attributes.

Note that String Left and String Right as look-up attributes in the left-hand side of an expression is not supported. Lookup result can be used as a source value in these enhanced substring functions.

Billing import and export functionality

This enhancement adds import and export functionality to 3PL Billing so that configuration data can be migrated between test and production environments. The configuration data is exported as a single file .json or .zip file and includes base data that is non-customer specific and customer specific data for the list of selected customers. A comparison page shows the imported file data. The page shows new records being added with the import, new primary keys and modified records, same primary key but different non-key data.

Package Number added for ASN Detail and RF Receiving

This enhancement adds the Package Number field to the ASN Detail page and the RF Receiving page. The value in the Package Number field integrates Infor M3 and Infor WMS by identifying which receipt detail is being received in Infor WMS.

When the Package Number on ASN Detail page is not NULL, the Package Number field is displayed as a required field in RF Receiving. After entering the LPN for the item received, the user must specify the package number from the container label sent from the supplier. If the Package Number on ASN Detail page is NULL, then the Package Number field is not displayed on the RF Receiving page.

Enhanced process inventory hold logic

This enhancement improves the ProcessingInventoryHold logic to include releasing ID Hold by RECEIVINGNUM. The Receiving Number column has been added to the Held Inventory page and is available through the List View Preferences page. When added to the Held Inventory list, you can validate hold releases when using receiving number.

Freight Bill tab added

The new Freight Bill tab on the Shipment Order details page shows the billing information for freight charges. The name and address fields on the Freight Bill tab are populated by the BOD from an enterprise resource planning (ERP) or transportation management system (TMS) application. This enhancement adds the FreightChargesBillToParty element to the Shipment BODs.

On Demand Replenishment added to RF menu

The On Demand Rpln option has been added to the RF Replen & Move menu. You can use this option to generate on-demand replenishments by location or by owner and item. After you specify the location or owner and item information on the On Demand screen, and press Enter, then the associated replenishment is displayed.

Build Location and Merge Rainbow Pallet added for the RF System

This enhancement adds the option to build the rainbow pallet by location to the Build RB Pallet screen. The rainbow pallet is built to receive or move multiple LPNs on to a single pallet. The user builds the rainbow pallet from a mix of LPNs that contains many child IDs in the FROM LOC.

This enhancement also adds the option to merge rainbow pallets or move a child ID into another rainbow pallet to the Merge RB Pallets screen. From one rainbow pallet, the user scans a single LPN and then merges all the associated child IDs with another rainbow pallet. The user can scan that one LPN to start the putaway process for all the child IDs.

Additionally, any child ID in a rainbow pallet can be moved to another rainbow pallet ID (Drop ID). The rainbow pallet ID can be viewed on the Drop ID column that has been added to the Inventory Balances page. This column is hidden by default.

Enhanced scheduling functionality

The scheduling functionality has been enhanced to improve the appointment and dock scheduling features. The new facility-level Scheduling menu replaces these pages and combines their functionality:

  • Appointment List
  • Appointment Calendar View
  • Service Calendar View

You can access the Scheduling page to schedule an appointment from any of these launch points:

  • Load Maintenance > Actions > Scheduling
  • Shipment Order > Actions > Scheduling
  • Wave > Maintain Wave > Scheduling
  • Visual Work Viewer > Wave Control Tower > Scheduling >

On the Scheduling page, you can view appointments in a list or timeline view by appointment list and by dock scheduling. In the Dock Scheduling view, you can create appointments based on dock availability. You can select a particular day and view the timeline to see what appointments are taking place at each dock door. Recurring appointments are supported for weekly or monthly recurring periods.

You can use the Service Windows page to limit concurrent appointments to be serviced at one time. Use this page to setup a collection of doors and availability times. You can further define tags which provide constraints or capabilities required for each window.

The Yard View page now includes a Dock View tab that is a color-coded timeline view of all the dock doors. When you select a colored bar on the timeline you can view the service time, the appointment, and the carrier. Click the Generate Move button to move trailers up to the dock or to other tasks.

Wave assignment, equipment profile, and equipment unit business object information added for Extensibility

This enhancement provides you with the ability to create extensible business rules for business object information (BIOs) related to wave assignment, equipment profile, and equipment unit.

List view preferences for the extensibility UDFs have been added for the Wave Assignment, Equipment, and Equipment Unit pages.

Excel Plugin Multi-tenant file processing for the Infor WMS Admin Console

This enhancement improves the file process for the Excel plugin based on tenant equality in the Infor WMS Admin Console. Previously, Excel processed a single tenant’s file, up to 4 files, before moving onto the next tenant. The remaining tenants are left waiting for the process to complete.

With this enhancement, a file from one tenant is processed, then a file from the second tenant is processed. A file from each tenant is processed first before returning to the first tenant to process the next file. Each node parameter can process a maximum of 64 files at a time in parallel.

The nodes are divided into three file sizes:

  • Small node: processes files less than or equal to the file size given in the Current Value field
  • Medium node: processes files sized above and equal to the file size given in the Current Value field
  • Large node: processes all the files greater than the size in the medium node

Export action-level permissions

Previously, export capability for action-level permissions did not exist for the screens assigned in the roles. Thus, users have been manually assigning permissions at the action level after importing the roles into the warehouse. With this enhancement, you can select and export multiple roles along with action-level permissions.

When you export roles with action-level permissions, a new ACTION LEVEL PERMISSION tab is created in the Excel file. Selecting multiple role screens and action level permissions for export is limited based on the system capability. You can make changes in the Excel export sheet and use the template for additional imports. When importing the Excel file, you can enable or disable the action-level permissions or roles screen.

Auto create missing SKU API

This enhancement supports creating a SKU in Infor WMS from a purchase order, ASN, or shipment order. Configuration for auto creating missing SKUs is set at the Enterprise level on the Owner Misc tab:

  • Auto Create Missing Sku on Order Import
  • Auto Create Missing Sku on ASN Import
  • Auto Create Missing Sku on PO Import

Check digit matrix

With this enhancement, the check digit tables are now available on the UI so that administrators can manage the check digit cross reference matrix. Included in this enhancement is the ability to export the existing check digit data and import updates back into the system. The Voice Check Digit menu option is now available under the Configuration menu at the facility level. Under Voice Check Digit menu, select the Voice Check Digit Two menu or the Voice Check Digit Three menu for check digit cross references.

Hide zero inventory alert

This enhancement improves the current picking process for customers that assign multiple items to a single speed pick location. When the new HIDENOINVALERT system setting is set, an alert is not be sent for items that have zero inventory. When set, only items with available inventory is displayed during the picking process.

Printing ASN LPNs in sequence

This enhancement improves the current Print Generic LPN Labels process so that individual labels per pallet on an ASN are no longer printed. By setting the LABELPRINTLIMIT system setting to On, one label with all pallets listed pints.

Inventory discrepancy batching

This enhancement adds the Resolve Inventory Discrepancies process to the Background Job Status.

Infor WMS and Infor M3 integration performance is enhanced

Infor WMS has enhanced the receiving data by including DeliveryNote, DeliveryNoteDate, and ReceivingNum in the WMS tables.

SOHO environment

The application design is changed based on SOHO version 4.32.1 specifications. The default theme for the application is VIBRANT, which is in a light variant with default (light blue) color.

Mobile Designer is enhanced

The Mobile Designer has been enhanced to include these changes:

  • Screen Revisioning: A revision number is now assigned to all standard Infor screens.
  • Screen Updates: The customized screens are flagged after an update, when the related standard Infor screen is modified.
  • Screen Comparison: A graphical screen comparison tool is added.
  • Import/Export Restrictions
  • Editable DEFAULT profile

Event status added to SyncShipment BOD

The integration between Infor WMS and Infor M3 is enhanced. The SyncShipment BOD now includes an event status for WMS ORDERPICKED, CUSTOMERORDERPACKED, and CUSTOMERORDERSTAGED.

Adding BIOs to Extensibility

You can now use these BIOs in the Extensibility.

  • Load order detail
  • Load Unit detail
  • Load Stop Seal
  • Trailer
  • Appointments List
  • Appointment details
  • Inventory Transactions
  • Integration Logs
  • Load Stop
  • Item Summary
  • Location Summary
  • Transship ASN
  • Transship ASN Detail
  • Transship
  • Transship Detail
  • Wave
  • Wave Detail

DeliveryNote added to AdvanceShipNoticeUnit

Infor WMS has enhanced receiving data by adding DeliveryNote and DeliveryNoteDate in the AdvanceShipNoticeUnit of the BOD received from Infor M3.

Convert decimal size on outbound

Infor WMS is now limiting the use of the BaseUOMPrecision element in the ItemMaster BOD to facilitate WMS integration with Infor M3.

Infor WMS provides an Outbound BOD check for a new SKU Table column in the SyncReceiveDelivery BOD to facilitate M3 PO receiving triggered by WMS receipts. This enhancement reduces errors when large volume quantities are received.

Serial numbers in Inventory Hold

To facilitate WMS integration with CloudSuite Industrial, the SyncInventoryHold output is enhanced to include serial numbers.

Sending an email and reports from Extensible Business Rule

You can now send an email with user defined content or generate report that can be printed or sent as an email notification using the Extensible Business Rule.

New Operators in Extensible Business Rule

In extensible business rule, you can now verify if the parameter or bio attribute contains empty characters as a value using these operators:

  • Is Blank
  • Is Not Blank
  • Is Updated
  • Is Not Updated

You can execute the rule when the value of a field, used in an expression, has changed from previous value.

SMTP by Tenant

The SMTP by Tenant functionality allows a tenant to configure a customized SMTP server instead of the default server, which is used by all tenants.

Batch Process Throttling introduced

This enhancement allows the system to processes each row individually after submitting the selected rows to a temporary table.

New mapping added for TM Status Update

A new mapping is added in the ProcessShipment BOD UserArea, that enables WMS to update the TM status in the WMS Shipment Header, in anticipation of WMS integration with a new Infor TM application.

New option for user deletion added in IFS

In User management, an option is added to select user deletion method when deleting users at the IFS level. These options are available to delete users:

  • Soft Delete
  • Hard Delete

Outbound REST API calls now supported

Infor WMS server now supports REST API calls using a new application procedure. This can be used by an RF screen or an extensible business rule.

A new label printing type is added, which uses a REST API to deliver the label payload to an external endpoint server.

Message added in Cluster Pick by Case

The new ‘Cluster Picks Complete’ message is added when all picks are completed for Case Ids.

Excel Plugin introduced for load based changes

This enhancement increases the excel import process in cloud, where the system processes the files based on Tenant Equality and file size. Infor One excel services container is split into multiple nodes to increase the import files capacity.

The excel nodes process files within the defined size per node. The definition of file size is configurable for each node types. These are the types of nodes:

  • Small Excel node
  • Medium Excel node
  • Large Excel node

Resequencing of Expressions

In a business rule, you can now rearrange the Expression or Expression Block. You can also duplicate the existing Expression Block and use the duplicate Expression Block as template to create the next Expression Block in the same Step of a business rule.