Move Shipment Reservations with Transport Task

Explanation

This activity is used to to move shipment reservations from one location in the warehouse to another. This is a way of moving reservations from locations where it is impossible to pick parts of a handling unit to a location where it is more efficent to pick.

In the Parameters area, you can specify the selection criteria for the location to move from, i.e., all reservations on those locations will be contenders for the move.

The Advanced feature enables you to specify additional selection criteria for the records to be included on the transport task. What to move can be defined both from a Reservation and a Handling Unit perspective.

The Reservation criterias are similar to those in the Create Consolidated Pick List, this is so you can run the whole process of reserving, moving and creating pick list for the same reservations. For example, RouteID, forward agent, deliver-to-customer number, etc. Entry can be made using special symbols like the ones used in the search dialog boxes. For example, ;, %.You can use the wildcard character percent (%) for selecting every possible value for that field. E.g., entering % in the Order No field will include all order lines. Entering A% will include all order lines with an order ID beginning with the letter A. 

The Handling Unit criterias makes it possible to include or exclude from a Handling Unit perspective.

The Include Full Qty of Top Handling Unit checkbox includes all stock packed in the same top handling unit structure, on the transport task. For instance even if only parts of a handling unit is reserved, anyway include all stock packed in the top handling unit structure regardless of part number. This will enable to do the picking in two steps. First move the whole handling unit down to a place where is it more efficient to pick and then do the actual picking.

Exclude Stock Attached to Handling Unit, this checkbox indicates that all stock packed into a handling unit is excluded from the transport task.

Exclude Stock Not Attached to Handling Unit, this checkbox indicates that all stock not packed into a handling unit is excluded from the transport task.

Exclude Handling Units to be Picked in One Step, If this check box is selected, you will exclude all the top level handling units that can be picked in one step. With one step we mean that the full quantity of the top handling unit is reserved by one demand line. If that is the case you can instead chose to include it in the consolidated pick list by selecting the check box with the same name there.

Default settings can be used by selecting the Default feature. Default settings are derived from the Database Tasks window set by the administrator.  

Prerequisites

System Effects

Window

Move Shipment Reservations with Transport Task

Related Window Descriptions

Move Shipment Reservations with Transport Task 
Move Shipment Reservations with Transport Task - Additional Parameters 

Procedure

You can either move shipment reservations directly (procedure A) or schedule the task as a background job (procedure B).

A. To perform the move shipment with transport task directly:

  1. Open the Move Shipment Reservations with Transport Task dialog box. 
  2. A value in the Site field is required. You can enter a value or click List to select one from the List of Values. Only reservations in this site will be contendants for the move. You can specify the from location in more detail on Warehouse, Bay, Row, Tier, Bin and Storage Zone
  3. A value in the To Location is also mandatory. This will become the destination of the transport task.
  4. Click OK to create the transport task

To specify additional selection criteria, Reservation and Handling Unit:

  1. In the Move Shipment Reservations with Transport Task dialog box, click Advanced.
  2. You can choose additional selection criteria both from a reservation perspective and a handling unit perspective. You can either enter values or wildcard expression (%) in the respective fields or click List to select from the List of Values. See the explanation text at the beginning of this document for detail information on how to use wildcards.
    • The value in the Until Planned Due Date field must be specified in date format. Orders with a pick date prior to the value entered in the Until Planned Due Date field will be included in the selection.
    • The value in the Until Planned Ship Date field must be specified in date format. Shipments with a ship date prior to the value entered in the Until Planned Ship Date field will be included in the selection.
  3. The Include Full Qty of Top Handling Unit checkbox includes all stock packed in the same top handling unit structure, on the transport task. This makes it possible to move entire top level handling units to the To-Location.

Note: Click Default if you want to use the default settings. 

B. To schedule the create consolidated pick list task as a background job:

  1. Click Schedule and select how you want to schedule the task.