Warehouse Settings File - WM2 1

If this setting is activated, anytime the prompt is displayed on a RF screen to validate a location, the field is in a non-display mode. This means the operator cannot see the actual value of the field as it is entered or scanned.

The value of the entry is then cross referenced to the Extended Location field of the IWMS Location Master to use the Location ID field of the IWMS Location Master as the validated location.

To optimally use this feature, the values in the IWMS Location Master for Location ID and Extended Location should not be the same value. The value of the Location ID would be the 4 character human readable text, while the value of the Extended Location would be up to an 8 character value which is what is encoded into the actual barcode of the location racking.

Crossdock opportunities allow you to unload material off a truck and take it directly to a shipping dock to fill a back order that needs the inventory.

Enter the number of days you want the system to check for cross dock opportunities. The ship date on the back order must be within this number of days for cross docking to work.

The putaway labels print in a landscape format on a 4x6 label.

• option 1 - The 4x6 label is used for label stock that does not have a perforated tear off, the barcodes will use the entire 4x6 width of the label
• option 2 - The 4x5 label is available for customers who use our 4x6 label with the 1 inch tear-off at the bottom. This feature is available so that the barcode does not extend across the label perforation.
• option 3 - The put away label relates the purchase order with customer order details and shipping warehouse to facilitate staging the special order receipt.

When receiving on the RF, the application will process several different screen flows. Setting this flag determines the screen flow for the receiving putaway process. If this flag is a 'Y' the putaway process generally takes three screens, if it is a N, the putaway process generally takes two screens.

• The initial screen is always the prompt for the Receipt Line, Serial#, UPC#, Item Number, or Suppliers Item number.
• The 2nd screen is always the prompt for the putaway location.
• The 3rd screen only displays if this field is set to a Y. This screen will then display the quantity of the receipt line and allow the operator to either press Enter to accept or change the quantity to split the line.

Even if this screen is set to N the operator can perform a split because the 2nd screen has an F3 available which show the quantity screen.

Setting this flag to Y prompts the operator when they are not receiving against the same manifest as the previous line they received.

They may select the option to acknowledge that they are aware of this and continue on with their receiving process, or back out and receive a new line.

When the directed putaway process suggests a location, the operator is directed to take the receipt to that location. If this flag is set to a Y, and the operator scans a location different than the suggested location, a confirmation screen will appear, requiring them to answer Y to continue.

The suggested location and actual putaway location are stored in the IWMS Task History log, regardless of the setting of this flag.

When a receipt line is split on the RF unit, you have the choice of setting the screen you wish to return to once the split putaway is complete.

When you split a receipt line, the quantity put away is added to the end of the receipt, while the quantity remaining is left on the original receipt line.

• If set to 1: the RF will return to the same order line and allow you to scan the next quantity for that order line you are putting away. It assumes you are putting the entire quantity for the order line into the same location. It will cycle through all lines that were split until you receive all of the material into the same location.
• If set to 2: the RF will return to the location screen after each quantity for the split on the order line and require you to scan the location for each quantity split. This option assumes the entire quantity for the order line may not be getting put away in the same location.

Activating this field directs the system to require an inventory pre-check against the receipt before actually putting the inventory into a location.

Pre-receipt checks are performed via option 1 on the IWMS RF menu (WM5).

This setting prevents posting inventory into your system if no location was scanned or entered when the inventory was stored in your warehouse.

This can help keep track of your inventory by ensuring that all inventory has a system recognized location.

Enter a Y to stop the receiving process if a line needs to be split to pallet level.

This logic determines if bulk putaway should be used.

If a number is entered into this setting, IWMS looks for locations that can store all the pallets together.

For example, if this field to 10:

• a receipt of 5 pallets is treated as individual pallets.
• a receipt of 12 pallets, of the same item and serial, the program tries to find a location to hold the 12 pallets together.

This setting is intended for IWMS customers who manufacture their own products and then move it into one of their own warehouses.

This adjustment code is assigned to inventory that is moved out of a location in the manufacturing plant to one in the warehouse.

Reports can be run against this adjustment code to see the value of manufactured inventory that is stored in the warehouse.

When scanning to validate that the correct item is being picked, the operator can scan the DES Item number or a UPC code, suppliers item number, or a receipt line number. The application will use cross references to match back and determine the DES Item number that the operator scanned. If it matches the order line, the pick may continue.

Setting this flag to a Y triggers the picking application to also record the actual barcode value of the scan inside the order notepad for every pick, so if the operator scanned a UPC code, the cross reference will verify the correct DES Item number is picked, and the value of the UPC code will be logged in the notepad.

This flag is used to determine if a label which contains a large barcode with the order and line number barcoded should print with the pick label.

Valid Codes are:

• *blank = Do not print a label
• 1 = Print Order/Line Roll LPN with cuts and balances only.
• 2 = Print Order/Line Roll LPN with full roll order lines only.
• 3 = Print Order/Line Roll LPN with cuts and balances and full rolls.

These labels can be used for inventory movement of rolls within the IWMS application. The order and line number create a unique LPN.

These labels can also be configured to print on the Cut Station defaults and generated at the time of the actual cut instead.

The Order/Line Roll LPN print in a landscape format on a 4x6 or 4x5 label.

• Option 1 - A 4x6 label used for label stock that does not have a perforated tear off, the barcodes use the entire 4x6 width of the label.
• Option 2 - A 4x5 label for customers who use our 4x6 label with the 1 inch tear-off at the bottom. This feature is available so that the barcode does not extend across the label perforation.
• Option 3 - This LPN Label is designed specifically for rolled goods.
• Option 4 - This 4x5 label is similiar to the label produced using option 2 but it includes the warehouse, order and line number printed vertically down the side of the label. The warehouse is only included if the order is a transfer.

The License Plate Number (LPN) is used to group multiple order lines onto a single pallet, and assign that pallet a unique number. That LPN can be used to move the multiple order lines throughout the IWMS application by scanning the single LPN.

When the Build-A-Pallet process is started, the operator must first designate the LPN they are going to add the lines onto. Setting this flag to a Y forces the application to validate the LPN against the labels which have been generated using the IWMS function to print LPN's. LPN's are printed in IWMS by going to the warehouse menu, and using Option 9 Print Warehouse Labels. Then select option 8, Print a LPN Label.

LPNs which are created from an outside label vendor or outside of the IWMS application cannot be validated.

If set to Y, during the pick confirm process, you are required to scan the location as the fork-lift, to indicate the material is now located on that fork-lift.

If set to N the material you have loaded on the fork-lift will appear to reside in the location you picked it from until it is moved from the fork-lift to the next location.

Setting this option to an A for the advanced move, does the following:

• Create an inventory adjustment
• Update the order status to an X, or status of the forklift
• Write an order notepad entry for the action.

If set to Y, this setting uses the truck route information from the order and validates it against the truck routes you have assigned to the dock door that is receiving the material.

Example: If the order for the material you are moving to Dock Door 01 is assigned to be shipped on Truck Route A, Dock Door 01 must have Truck Route A assigned as a valid route for shipments being loaded and transported from that Dock Door 01 location.

Note: See Menu WM1 Option 8 for Dock Door Assignments.

If set to Y, once you have picked the items for an order, the last pick confirm will trigger the allocation for all items picked on the order.

If set to N (the default), the allocations are not made until the orders are posted.

Activating this option splits order lines that contain multiple pallets into an order line for each pallet. For example, if an order contains five pallets when it is assigned to someone to be picked the system creates four new order lines which relate to four new pallets.

This ensures that each pallet gets a label and also helps to validate that each pallet was picked.

Activating this option to an A works with Bulk Logic and splitting of multipallet order lines into single pallet picks in the work queue. Using option A enhances the process more if a single order line is for multiple pallets plus a quantity less than a pallet. An order line is for 2 pallets and 10 pcs could be used as an example. When you are in directed picking and this task is assigned to an operator the system splits the order into 3 lines, 2 lines for each pallet and the 3rd line for the 10 pcs. When the splitting occurs, the system recognizes that the 10 pcs are less than a pallet so Flexible Allocation runs and allocates the 10 pcs to a pickface. Now have the 2 pallet lines allocated to bulk and the line that is less than a pallet allocated to a pickface. This prevents you from having to break a full pallet in a bulk location to pick 10 pcs.

If this setting is activated, the Close-A-Truck function, accessed in the core system via option 8 on the Warehouse (WAR) menu, cannot be completed until all lines on a manifest are at an S status.

An S status indicates that the items are on the truck and ready to ship.

By placing a hard stop on the Close-A-Truck process, you can confirm order shipment and be assured that all the items on the manifest were included.

Activate this field to utilize IWMS' hub/spoke inventory transfer features such as:

Transfers can be cross docked at an unlimited number of intermediary warehouses between the originating and destination warehouses.

By scanning a transferred pallet and a location in the intermediary warehouse, the inventory is moved to that location, and all related orders are updated accordingly.

Customer service representatives can see exactly where every order is as it travels between warehouses.

The A option allows a hub warehouse to also be a delivering warehouse. It also allows customers to check order and inventory status of material in transit regardless of the warehouse entered on the order.

Option A also allows for the update of transfer order lines, both customer and stock to stock, from the user control panel regardless of the order entry warehouse.

This option adds the flexibility to clear or not clear the barcode value on dockdoor assignments when clearing the assignments to the dock door via WM1 8 - Dock Door Outbound Assignment.

If this setting is activated, when the C option is used to clear the dock door assignments on WM1 8, it also clears the trailer ID. If you are scanning the inside of a trailer as the last step in shipping you probably want to activate this setting.

If you have the actual dock doors barcoded, and they do not change, you should probably not activate this field (this is the default). Not activating this setting keeps the trailer ID and dock door values intact on the Dock Door Outbound Assignments screen even when the assignments are cleared.

These codes are selected from the Order Status Code Selection screen and are placed on orders when assigned or dropped within Directed Picking.

Blanks are a valid code.

If there are values in these fields, then the order status is assigned when the order is assigned to a picker or when the picker drops the task.

This setting allows you to use order line ship dates. Prior to the introduction of this setting in 2016, the order header request date was used for shipping purposes.

Using the order line ship date provides warehouse personnel more control over what gets shipped and when.

Activate the option to start using the order line level ship date throughout IWMS.

Behind the scenes and inside the code, there are two date fields in the Bar Code Label Print Pool (BCLPOOL). One of them, which is used for a lot of the shipping calculations, is BQSHDT (order header request date). If the new setting Use line level ship date for warehouse processing is activated the order line ship date replaces the order header request date in the BQSHDT field.

The following parts of the system can be affected:

• Production Date Adjustment Maintenance (menu option WM8 51) - Prior to this enhancement, the cutoff times were based on the Order Header Dates. The dates can now be based on the order level line ship dates.
• Shipping Reports - The shipping reports generated via menu option WAR 8 will use the line level ship date. These reports include: Load Sheets, All Aboard Reports, Manifest, Bill of Lading, Open Order Worksheet, Packing List and Close-a-Truck.
• Transfer Order Lines - Transfer orders initially use order header date on the order when they are transferred to the header warehouse. If the setting Use line level ship date for warehouse processing is activated the order header date is replaced by the line level ship date.

IWMS Browser - The Task Queue Manager and Dock Door Graph, when run by production date, will use the line level ship date. If the Dock Door Graph is run by ship date, the order header date is used.

The status code entered here is default serial# status code assigned when the serial# or all the serial#'s in a location are flagged using the RF function to perform the that task. A single serial# or all the serial#'s in a location can be flagged by press F9 twice from any RF application screen.

This value may be overridden by the operator at the time of updating the serial# status.

Enter a dollar amount that is to be analyzed on all IWMS Inventory Adjustments. If the value of the adjustment is larger than the value entered here, an email will be sent to the configured email addresses.

The email address for this event trigger are configured using menu WM8 option 20.

The status code entered here is default serial# adjustment code assigned the inventory adjustment is made using the RF Inventory Adjustment function.

This value may be overridden by the operator at the time of performing the inventory adjustment.

This setting applies to Inventory Adjustments. Enter a Y to direct the system to ask for the difference in what it shows is on hand as opposed to what is actually in a location. For example, if the system is showing a quantity of 10 in a location, but there is really only a quantity 8, the user would enter 2 (the variance).

Entering a N, directs the system to prompt for the actual quantity in the location. Using the example above, the user would enter 8.

Activating this setting directs the system to automatically assign a cycle count batch to an operator. The cycle count batches are assigned in numerical order (i.e. batch 100 is assigned before batch 200).

If N is entered in this setting, operators can pick and choose the batches they want to work with.

Activating this setting ensures that both the Item number and serial number must be entered for all inventory except ROLL goods.

For roll goods (items with an R component code in the Item File (FIL 2)) only the serial number is required; even if this setting is activated.

Enter a special character in this field to designate a RF only control station. The core system does not recognize special characters such as @. Using special characters allows you to bypass an operators regular workstation settings.

For example, if an operator is loading a truck, he can use Option 50 - Assign Job on his RF device to select the job control panel @Loading. This control panel, used only by RF devices, can have its printer set up to print packing labels at the shipping dock.

Using this feature also allows an operator to perform several jobs without having to sign off and then sign on based on the job.

Control Panels are created/updated via Menu option Set 1 on the System Administration Menu.

This allows you to use all the labels included in the Warehouse Print Label File (option 9 on menu WAR). Keep in mind, that all the options on the Warehouse Print Label File do not appear on the RF menu. If you plan on using this feature, you should know which label option you want to use.

If you enter an N, the only label that appears on the RF device is the LPN Manifest Label.

If set to Y you are required to scan the location as the forklift, to indicate the material is now located on that forklift.

If set to N the material you have loaded on the forklift appears to reside in the location you moved it from until it is moved from the forklift to the next location.

Enter a Y to require the user to scan the equipment ID (usually a forklift) when moving inventory via RF menu options:

• 11 - ChgLoc by Loc
• 12 - ChgLoc by Serial

Enter a Y to allow inventory on credit held orders to be moved via RF option 7 - Move / Sts Chg.

Enter a Y to activate Flexible Allocation from these parts of the system.

The paths to these parts of the system are shown below:

• Order Inquiry - CUS 10, F10 to print, F1 or F4 to print a pick list.
• Order Change - CUS 11 or F6 from CUS 10 (Open Order File Inquiry/Search), F7 to access the Orders / Print Selection Screen, F1 or F4 to print pick list.
• Print Pick Label - WAR 11 (Pick Pool)

Enter shipvia or status codes to include or omit for flexible allocation consideration.

In the example shown below, only orders with will call (WC) shipvia codes are considered for this new flexible allocation functionality. Furthermore, order lines that are picked or cut (X), staged or assembled (A), and shipped (S) are omitted.

If the option Change Status to L if Line is Eligible for Flex Allocation is on, and the item is eligible for Flexible Allocation, then update the line status to L (released).

If the option Change Status to L if Line is on P/L but not Flex Allocated is on, and the item appears on the pick list, but was NOT reallocated by Flexible Allocation, then still update the line status to L. This is the recommended option.

These settings allow you to choose whether L serves to highlight what was flex allocated, or whether L simply indicates released for picking.

The L status code is normally associated with releasing picks from the pick pool, either via option WAR 11 or via RF picking. These options enable you to consistently mark the status of released orders as L, even when released outside of the IWMS and pick label pool systems.

If this setting is activated, the Flexible Allocation ship date settings made within the Warehouse Settings File (WM2 1) are ignored.

A warehouse's flexible allocation settings are accessed by entering an F in the Opt field for a warehouse on the initial screen when WM2 1 is selected. An example of these settings is shown below.

In this example, if this field were not activated, flexible allocation would not include cash or COD orders and on orders ten days out from shipping.

By activating this setting, you allow flexible allocation to ignore the number of days setting. This is essential in a will call situation, when the customer's initial ship date is just an estimate, or when ship dates such as 2/22/22 are used.

Order priority points work like THE Inventory Selection Optimizer (ISO) for sorting pick tasks and labels. Points are assigned to categories (e.g., branches, accounts, item class) and totaled. When labels are put into the label pool, it looks at each of the categories in the Order Priority screen and adds up the points assigned to the value that matches the category. The labels that have the highest point total are assigned or printed first.

The system supports the Voluntary Interindustry Commerce Standards (VICS) for Bills of Lading (BOLs). The objective of standardizing the Bill of Lading is to ensure that the shipper, the carrier, and the customer (the consignee) are all receiving the information they need for the processing of the goods through the supply chain. The standard VICS BOL is intended for U.S. Less Than Truck Load (LTL) and Truck Load (TL) ground transport. Included with the standard Bill of Lading form is a standard Bill of Lading number. The standard Bill of Lading form and number ensure that all key data elements are present and documented in a uniform manner.

Use of this standard Bill of Lading will result in:

• An established uniform format for accurate shipment documentation across the supply chain.
• Ease of tracking shipment information with the use of the standard Bill of Lading number.
• A means of bar coding the critical data within the Bill of Lading form for ease of capturing the data.
• Reduced carrier and office administrator time used to process the information from the Bills of Lading.
• Cost reduction through the elimination of redundant forms.

2 - When the selected format is 2 the VICS BOL prints the carrier information as follows.

• Group the orders selected for the BOL by LPN.
• Write one line for LPN.
• Handling Unit quantity is the number of LPNs in the group.
• Type is LPN.
• Package quantity is the total quantity of the order lines that are assigned to an LPN.
• Write one line to represent order lines that are not assigned an LPN.
• Handling Unit quantity is the number of order lines with no LPN.
• Type is blank.
• Package quantity is the total quantity of the order lines that are not assigned to an LPN.
• Sum the Handling Unit quantities and write the total at the bottom.

This setting modifies the VICS Bill to allow items from different freight classes to be combined onto a single pallet (LPN). The designation for the combined pallet will show on the VICS Bill of Lading under the freight class of the first item found on the pallet.

This functionality gives the warehouse personnel complete control of how the BOLs list contents, based on how they palletize the goods.

It also corrects a situation where multiple rolls of pad or carpet were combined on a LPN, but were listed as individual rolls on the Bill of Lading.

If the setting is not activated, single rolls print individually as single units on the Bill of Lading.

Activate this setting to ensure pallet and piece quantities are inlcuded on the VICS BOL.

This setting allows you to scan a PRO number on demand.

If activated and the ship via being used for the order is listed here, then the PRO number is mandatory.

If the setting is set to N, a message displays letting the user know that the PRO number is not required.

Entering an N in this field directs the system to remove order lines from the bar code pool as soon as they are printed.

Enter a Y to keep the order lines in the bar code pool until they are invoiced. This enables you to access information and construct searches for order lines that have been picked but not invoiced via IWMS's Task Queue panel.

System directed picking only looks at orders where the production (picking day) has been manually overridden. This setting is for customers wo prefer to manually assign orders to be assigned via directed picking.

If you flag this as N, system directed picking will only process orders that have the current production date (today's date).

When flagged to Y, system directed picking only processes orders that have been manually overridden.

Links the Shipped bar on the web based portion of the Dock Door Graph to any status code changes made via WM1 8 (Dock Door Outbound Assignments).

This helps to keep the shipping information current.

Zero Picking is an option on the RF menu that allows an operator to flag an order line as not being able to be filled at the specified location.

The status entered in this field is the status assigned to an order line where a pick cannot be replaced.

Zero picks occur when inventory is not present in a location and the pick cannot be completed.

Flagging this setting to Y directs ISO to only use the same serial number when the inventory is assigned for picking again.

Entering an N allows ISO to use any serial number assigned to the item number.

Does this warehouse use a 12MM Zebra barcode printer

• If set to Y the print format for your barcode labels will be formatted to print on the 12MM Zebra barcode printer.
• If set to N or blank, the default for this setting, the print format for your barcode labels will be formatted to print on a standard 8MM Zebra printer.

Associated Files

• Maintain Label Printer Formats - SET 37 - The settings made here override the IWMS warehouse settings for individual printers.

Jobs can be stamped in three ways: in real time, as a batch job, or on demand.

Real time stamping is the standard and does not require any additional set-up; whenever the RF gun is used, the job code is stamped and information such as start and stop times are recorded.

Batch stamping can be run for historical stamping or to update records to a new standard.

This flag controls whether log records for this warehouse are updated during batch stamping.

Enter the number of days you want records to remain in the Task History Log.

Any task history log files older than the specified number of days are automatically deleted.

IWMS records almost all functions (i.e., changing locations, changing quantities, receiving orders) onto a tack history log. This provides you with a history of your warehouse activities.

Notes about this feature:

• It is inactive until an entry is made.
• The minimum number of days that can be entered is 90.
• The first time this is run, it could add additional time to night jobs (perhaps 20-30 minutes) depending on how many records exist.

This option ensures that when a cut station operator scans their badge at the cut station the user ID at the cut station is changed to match the badge ID. This helps to produce accurate Productivity Analysis records for each operator's time.

If this option is not activated a generic user ID (EX. Carpet#1) is used. Most users would just use the sign on of whoever was logged in at the time. It is time consuming to log in and out all day. However, problems can result when different people make cuts during the day, but all of the cuts are logged under a generic ID, such as Carpet#1, instead of the actual user making the cut.

By recording time by badge ID, time is accurately recorded against the operator making the cut.

Associated File

• Workstation Control Panel File (Set 1) - The setting BadgeID at the bottom of screen 3 needs to be activated to require bar code scanning of an operator's ID badge.