Plan Warehouse Tasks

Explanation

Once the initial setup of the Warehousing application is done, there is no absolute need for any manager to be involved in the prioritization and assignment of every single warehouse task. If the setup is done correctly, meaning that the manager has wisely distributed task types and location groups among the workers, the system will perform the correct prioritization of the best possible task to start next for every worker, as long as the work load remains constant in volume and characteristics. Problems occur if the characteristic of the work load changes, if the resource availability situation changes (e.g., sick leave or vacations), or if a change of strategy concerning prioritization of task type has been decided. If something happens that changes the conditions, then there is an immediate need to make the correct adaptations.

The planner might need ways of looking at the current and future work load and resource availability balance, as well as ways of making quick changes to the system in order to regain a convenient work load or resource availability balance. This includes both very radical mass changes and small ad hoc changes to both basic data and the current set of open warehouse tasks.

Prerequisites

• The warehouse workers must have been entered with the correct setup of task types, location groups, and efficiency rates in Warehouse Worker.
• Warehouse tasks for the current site must not have been generated, closed, or cancelled.

System Effects

If the planner makes any changes to the warehouse work or to the warehouse task, this will affect the work load in some way. He might change the time that a worker spends on a specific task type so that the available resources increase for this task type. He could change the requested date finished for a task in order to replan it in time.

The changes that affect the work load or resource situation are displayed in Workload per Location Group or in Workload per Location Group Graph.

Window

Warehouse Tasks
Warehouse per Location Group Graph
Work Load per Location Group
Warehouse Task Type Setup
Warehouse Worker
Worker's Performance per Task Type

Related Window Descriptions

Warehouse Tasks
Warehouse per Location Group Graph
Workload per Location Group
Warehouse Task Type Setup
Warehouse Worker
Warehouse Task Basic Data
Warehouse Task Basic Data/Warehouse Worker/Task Type
Warehouse Task Basic Data/Warehouse Worker/Location Group
Worker's Performances per Task Type

Procedure

If you want to see the current work load and resource situation:

1. Open the Workload per Location Group or Workload per Location Group Graph window if you want to see the information graphically.
2. Select the site, warehouse task type, and location group that you want to see in the upper part of the window. In the lower part of the window, you will now see the tasks that are waiting to be executed, together with the work resources.

If you want to change any data concerning the warehouse task:

1. Open the Warehouse Tasks window.
2. Select the warehouse tasks that you want to change.
3. Make the changes and save.
4. If you want to change the status of the task, use the Operation menu to select the status you want to change and then save the record.

If you want to make changes to the warehouse worker:

1. Open the Warehouse Task Basic Data/Warehouse Worker window.
2. Select the warehouse worker that you want to change.
3. If you want to make changes concerning the task types, make the changes in Warehouse Task Basic Data/Warehouse Worker/Task Type and save.
4. If you want to make changes concerning the location groups, make the changes in Warehouse Task Basic Data/Warehouse Worker/Location Group and save.

If you want to make changes to the warehouse task type setup:

1. Open the Warehouse Task Basic Data/Warehouse Task Type Setup tab.
2. Select the site and warehouse type that you want to change.
3. Make the changes and save.