Introduction

This document describes the functionality of 'Collect advice per item', as available in E-WMS per release 410.

Description

This document contains following sections:

1. General description
2. Functional application
3. Prerequisites
4. Rules and limitations
5. Settings
6. Sample scenarios

General description

In release 410, E-WMS introduces 'collect advice per item', where item quantities can be summarized per order or over several orders, to be picked as one total.

E-WMS already offered an option to 'collect' orders (in 'Send to scanner' settings), but that type of collection does not summarize quantities for the same item. Instead, several orders are presented in one virtual order on the scanner, so when visiting a warehouse location, items for all orders can be picked at the same time. This old method of collection can still be used in combination with the new 'collect advice per item'.

'Collect advice per item' offers following advantages:

• more efficient order picking: pick 1x100 instead of 10x10
• since this collection is done before generating the picking advice, the location advice will be optimized for these collected quantities
• a SKU advice can now be: pick 1 full SKU of 100, instead of picking 10 x 10 units from one or more SKUs
   
  

Functional application

You can benefit from advice collection, when you encounter one or more of following scenarios:

• you allocated sales order lines to free stock, or to purchase orders or production orders, resulting in split sales order lines. Without collection, these split lines are offered on the scanner to be picked separately, but it is much more efficient to pick this item as one total.
  
• due to the same reason (split lines due to allocation in Exact Globe Next), the SKU picking advice is divided into partial picks from several SKUs, while it would be possible and much more efficient to pick a single full SKU.
  
• the sales orders from your customer are imported as Exact Globe Next sales orders, where the process of your customer results in the same item being ordered multiple times in the same sales order, but you want to pick this as one total quantity per item
  
• you have several sales orders for different delivery debtors (or addresses) of the same order debtor, but these orders are to be shipped from your warehouse as a single shipment to a distribution node of your customer. You want to pick these orders as 'collected' as possible.
  
• You regularly have backorders for specific items, and these items are ordered later again additionally by the same debtor. Using advice collection, these items can be picked as one total for all sales orders for that customer.
   
  

Prerequisites

To be able to work with advice collection, following is required:

• License SE1380 E-WMS I
• Communication method 'ASP'
• Fulfilment setting 'Picking advice' is enabled
• Fulfilment Advice settings 'Allow partial delivery' and 'Allow partial delivery of line' must be enabled
• Sales order 'partial delivery' is allowed (when collecting over multiple orders)

Rules and conditions

These are the rules and conditions when working with 'advice collection'.

• Advice collection cannot be combined with 'Real-time replenishment' or with 'Bulk Pick&Pack', due to the different advice logic in Advice collection.
  • Setting 'Scenario' in WMS Sales order fulfilment settings is not set to scenario 1 ('Real-time Replenishment')
  • Setting 'Pick and pack: Type' in WMS Sales order fulfilment settings is not set to 'Bulk', while setting 'Replenishment order' is enabled

• In addition to the configured collection criteria, item quantities are still always split (not collected) per different:
  • order line warehouse code
  • order line instruction text (only when WMS setting 'Send to scanner/Instruction lines' is enabled)
  • has Exact Globe Next allocations (yes or no)
  • has WMS allocations (yes or no)
  • recipe ID (for materials of an explode/make item)
     
    
• 'Explode - fulfilment' items are supported, however materials of an explode item are always collected by 'recipe ID' (so by make item). If a material is used in two different make items and the orders for these make items are collected, then these materials are picked separately.
   
  
• Order lines containing items where the WMS item setting 'Order picking' is set to other than 'Default, send picking' are not collected but sent separately to be picked. This includes 'indirect' items like materials for an explode item. When collecting 'explode items', it would be best practice to set 'Order picking' to 'Default, send picking' for the make item and all materials to be picked.
    
• Sales orders not allowing partial delivery, are not collected when advice collection is set to 'Multiple selection'. Collection 'per order' is however possible.
   
  
• Sales orders for which a cross dock picking advice is generated, are excluded from advice collection.
    
• In status 'Advice', 'Advice error' and 'Picking', collected orders are visible as one order (one line in control center), showing the order number of the first selected order when 'advice' was started, and a collection number as identification
   
  
• When the advice setting 'Advice collection' is enabled, all advised sales orders are indicated as 'collected' in the control center and on scanner, even when there is only 1 sales order in that collection
    
  
• When generating an advice, orders are never added to an existing collection. If you want to add additional orders to an existing collection, you have to rollback the existing collection and generate a new advice for all orders selected together.
     
• When picking a collected order on the scanner, the real order number is not visible since the quantity picked is the total for several orders. Instead the first selected order number (when creating the advice) is shown.
   
• Rolling back a collected order always roll back all single order parts of this collection
   
• On read back of the picked order, the collected order is split again back to the original sales orders
   
• On read back of picked SKUs, scanunit will change from 'outer SKU' (or 'Inner SKU') to 'Sales units', because parts of the SKU will be assigned to different order lines. When also using Pick&Pack 'Order' or 'Transfer', a transfer is next generated from the picked (part of the) SKU. Because the scanunit is 'sales unit' at that time, as a consequence the SKU number is removed from the transferred order line.
  
  This means when you are using 'Advice collection' in combination with 'Pick&Pack' type 'Order' or 'Transfer', the SKU numbers will be removed for the picked lines, after the transfer is processed.
     
• When picking less than advised, on reading back the picked quantities will first be assigned by allocation (S/B in order line, WMS Allocations), then by sales order 'urgency', then by oldest planned delivery date.
     
• When 'freight data' (packages and weight) was entered on the scanner for a collected order, this freight data will be updated with these entered numbers to all sales orders within the picked collected order.

Changes

Following visible functional changes have been made related to 'advice collection'.

• New setting: Fulfilment advice setting 'Collect advice per item'. Please read the linked document for details.
  With this setting, collection is enabled, per order or over several orders.
   
  
• Control center Sales order fulfilment will show a new column 'Collection no.' (collection number) when 'advice collection' (multiple selection) is enabled.
   
  
• The fulfilment advice report has been modified. Sample scenario 3 shows a sample of the advice report when using advice collection.
  • In general the report has been changed technically, to support showing collected advices
  • When advice collection is enabled, collected orders are shown grouped by collection number, showing the ordered items per order, and one total advice for the total of these quantities. This 'collected' part is ordered by item code.
  • Collected orders consisting of just one order, are still shown as before without collection number, but without order line numbers since the advice can be a total for multiple order lines
  • One order number could be part of more than one collection, due to differences within the order lines (allocations, instruction text), or generating advices on different times
  • When part of an order is advised and collected, and another part is not advised due to insufficient stock or other reasons, then the part not advised is shown separately in the report, since it is not part of the collection.
    
  • Repeated line numbers, item codes and item descriptions are now suppressed, when the picking advice is divided over more than one warehouse location:
    
    

Technical changes

• Existing table csPickitOrsrgEx is used to contain collected advice records (next to 'additional' picked items), in combination with new table csPickitPreCollection.
• When 'Advice collection' is set to 'Multiple selection' then for order lines in status Advice (status code 1), field orsrg.csPickitState is not yet updated (is still status code 0 or NULL). Instead, order lines are blocked in Exact Globe Next order entry by additionally checking for existence of collection records in table csPickitOrsrgEx (orsrg.CSPickITOrsrgExGUID = csPickitOrsrgEx.sysguid). From status 'picking' (status code 3), orsrg.csPickitState is updated as usual.
• The advice report WMSFulfillmentAdvice.rpt has been changed and is also using new SQL view exeaOrsrgAdviceView.

Sample scenarios

This document contains sample scenarios.

Related documents

• Collecting sales- and production orders when sending to scanner
• E-WMS scanner settings - Sales order fulfilment
• E-WMS settings - WMS Fulfillment advice
• Product Update 410: E-WMS - more efficient order picking with 'Collect advice per item'
   
• E-WMS start page