Manage Warehouse Tasks Planning
Explanation
This activity is used to manage and plan a warehouse task by using
multiple filtrations and also to assign or reassign a worker
or a worker group.
It is also possible for the planner to look 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.
The manager can prioritize the
warehouse tasks as he wish by setting an operative priority.
Prerequisites
- The warehouse workers and worker groups must have been entered with the correct
setup of task types, location groups, and efficiency rates in
Warehouse Task Basic Data/Warehouse Worker tab.
- Warehouse tasks for the current site must not have been generated,
closed, or canceled.
- Stock should not be frozen for counting.
System Effects
As a result of this activity:
- Desired information will be retrieved as per
selected filter criteria.
- A warehouse worker or worker group will be assigned or re-assigned.
- 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 re-plan 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 Manager Task Planning
Assign/Reassign Worker
Assign/Reassign Worker Group
Warehouse
Tasks
Workload per
Location Group Graph
Workload per
Location Group
Related Window Descriptions
Warehouse Manager Task Planning
Assign/Reassign
Worker
Assign/Reassign
Worker Group
Warehouse Tasks
Workload per Location
Group Graph
Workload per Location Group
Procedure
- Open the Warehouse Manager Task Planning
window.
- Populate or query for the required site in the
Site field.
- If you need to filter the required data for the
site use the options in the Task Type Parameters area and the
Assignment area and click Retrieve. If you select the
Assigned option in the Assignment area, the Worker ID
and Worker Group fields will be enabled and you can enter the required ID of the worker
or the worker group. If
you wish to filter by the location group, enter the required location group
using the List of Values in the Location Group filed in the header
area and then click Retrieve.
- If you need to change the status of a retrieved
tasks: Select the required task ID, right click and then click either
Plan, Release, Start, Complete, Park
or Restart options according to your
requirement.
- If you need more information about a warehouse
task, right-click and then click Warehouse Task option.
- If you need to prioritize a warehouse task, you
can select the required warehouse task(s), right-click and then click
Prioritize option.
- If you need to assign or reassign a worker group to a
specific task, select the required task(s), right-click and then click
Assign/Reassign Worker Group option.
- If you need to assign or reassign a worker to a
specific task, select the required task(s), right-click and then click
Assign/Reassign Worker option.
If you want to see the current work load and resource
situation:
- Open the Workload per Location Group or
the
Workload per Location Group Graph window you want to see the information
graphically.
- 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 the status of the warehouse task:
- Open the Warehouse Tasks
window.
- Select the warehouse tasks that you want to change
the status, right-click and then click the required status.
- Save the record.