Sage Accpac WMS Overview

SAGE ACCPAC SAGE PRO
Overview-TTL.doc, printed on 9/28/2005, at 3:07:00 PM.
Warehouse Management System
Overview of Sage Accpac WMS
ACCPAC International, Inc. Confidential
Upd TTL.doc, printed on 9/28/2005, at 3:04:34 PM. Last saved on 9/28/2005 3:04:00 PM.
©2005 Sage Accpac International, Inc. All rights reserved.
Sage Software, Sage Software logos, and all Sage Accpac product and service names are
registered trademarks or trademarks of Sage Accpac International, Inc., or its affiliated
entities. All other trademarks are the property of their respective owners.
Sage Accpac International, Inc.
Publisher
No part of this documentation may be copied, photocopied, reproduced, translated,
microfilmed, or otherwise duplicated on any medium without written consent of Sage
Accpac International, Inc.
Use of the software programs described herein and this documentation is subject to the
Sage Software License Agreement enclosed in the software package.
ACCPAC International, Inc. Confidential
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TABLE OF CONTENTS
ABOUT THIS DOCUMENT
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
About Optional Software Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Getting Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
CHAPTER 1
INTRODUCTION TO
SAGE ACCPAC WMS
What is Sage Accpac WMS? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Sage Accpac WMS User Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Integration with External Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Understanding the System Interaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Network Layout, Users and Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
CHAPTER 2
UNDERSTANDING SAGE
ACCPAC WMS CONCEPTS
Key Warehouse Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Key Warehouse Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
CHAPTER 3
UNDERSTANDING SAGE
ACCPAC WMS PROCESSES
The Warehouse Process Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Warehouse Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Receiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
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Putaway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Replenishment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Re-Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Kitting & Packaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Waving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Picking & Packing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Shipping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Label and Document Printing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Warehouse/Site Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Inventory Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Warehouse & Product Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
44
46
53
56
58
60
62
64
69
83
87
87
CHAPTER 4
GLOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
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ABOUT THIS DOCUMENT
This manual provides conceptual information for Sage Accpac WMS applications, including
RF handheld and Web Dispatch functions. It describes the different warehouse processes that
are accomplished by each application, and how they are related. This manual provides the
background information necessary for using the other procedural manuals in the Sage Accpac
WMS documentation set.
AUDIENCE
This document is intended for the following readers:
•
Sage Accpac partners and resellers, and warehouse system administrators or IT managers,
who need to understand Sage Accpac WMS functions for the purposes of system
installation, setup, and ongoing configuration.
•
Warehouse supervisors or managers, who need to understand Sage Accpac WMS
functions for the purposes of administering the warehouse, or for training handheld users
on warehouse-specific procedures.
This manual assumes some familiarity with basic warehousing concepts, but not necessarily
with concepts or terminology that are specific to warehouse management systems (WMS) or to
Sage Accpac WMS.
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ABOUT OPTIONAL SOFTWARE MODULES
Sage Accpac WMS is shipped and licensed as a modular product. This means that the version
of Sage Accpac WMS that you are using may not include all of the features described in this
document. The Sage Accpac WMS documentation set is based on the core modules, plus the
Order Management and Web Dispatch modules. Wherever optional features are discussed that
are not included in the core, Order Management, or Web Dispatch modules of Sage Accpac
WMS, an icon indicates the relevant module which you must purchase to be able to use this
feature. If your system does not include that module, you can easily skip over the material that
does not apply to your implementation. The following table lists the optional modules that are
documented, and the icons that represent each module.
Icon
Module
Multi-Location/Site Transfer
LOC
Multi-Zone
ZONE
Multi-Company/Third-Party Logistics
3PL
Lots/Serials/Expiry
ATT
Kitting
KIT
Packaging
PACK
Container Receiving
RECV
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Module
Putaway/Slotting/Cube/Weight
PUT
Advance/Min-Max Replenishment
REPLEN
Web Order Entry
O/E
Integrated Shipping/End-of-Line Settings
SHIP
Returned Materials Authorizations
RMA
Demand Forecasting
FCAST
Vendor Portal and Cross Docking
VPCD
RFID
RFID
Carousel/Conveyor
CA/CO
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GETTING ADDITIONAL INFORMATION
The following manuals contain additional information about Sage Accpac WMS components:
Using Web Dispatch
Using Sage Accpac WMS Handheld Functions
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DOCUMENT CONVENTIONS
The following formatting conventions are used throughout this document:
Convention
Explanation
Initial Caps
Indicates the name of a Sage Accpac WMS function.
Example:
The cartons are sent to the shipping area and, optionally, weighed and
scanned with the Carton Shipping function.
ALL CAPS
Indicates a Sage Accpac WMS system name, such as a bin location or an
order or carton status.
Example:
The order is in the status of SUSPENDED and cannot be processed further
until it is released.
italics
Indicates a newly introduced term, emphasis, or a manual title.
Example:
It cannot be further processed until the dispatcher unsuspends it.
>
Indicates the start of a procedure.
Example:
>
To start picking an order:
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INTRODUCTION TO
SAGE ACCPAC WMS
This chapter provides an overview of the entire Sage Accpac WMS system, its place within an
integrated inventory management system, its different user interfaces, and the warehouse roles
and functions it helps to automate within your organization.
WHAT IS SAGE ACCPAC WMS?
Sage Accpac WMS is a software application that tracks the flow of goods through your
distribution centre and automates the in-warehouse segment of the order-fulfillment process.
By integrating PC, Internet, barcode, and radio frequency (RF) technologies, Sage Accpac
WMS maintains up-to-the-minute warehouse inventory records, and reports on the real-time
status of orders, products, and processes, to any member of the organization with access to a
PC and a Web browser.
Sage Accpac WMS provides the inventory-control component of a fully automated warehouse
management system (WMS), which normally includes order-entry, accounting, customer
relationship, and supply chain management functionality delivered by a separate packaged
application. Sage Accpac WMS also acts as the intermediary between the financial system and
a third-party shipping system that manages shipping processes and interactions with external
logistics partners, such as couriers, postal systems, trucking providers, or other carriers.
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Integrated
Shipping
System
Financial
System
Shipping
carriers
Shipment data
Order data
Customers &
Suppliers
W arehouse
processing
Order Entry
Shipping
Receipt & pick
confirmations,
inventory
adjustments
Shipping costs,
carriers, and
shipment data
Using RF handheld devices equipped with barcode scanners, warehouse staff record each
movement of stock through the warehouse, from the moment the products arrive on the
receiving dock from a supplier, to the moment they leave the shipping dock to travel to their
final customer destination.
O
PR
DU
CT
Receiving/
Putaway
O
PR
DU
CT
Bulk storage
O
PR
DU
CT
Replenishment
/Transit
O
PR
DU
CT
Pick bins
O
PR
DU
CT
Packaging
O
PR
DU
CT
Shippingcartons
Finally, Sage Accpac WMS can integrate with various types of hardware used in the
warehouse to assist in materials handling, such as scales, cubing machines, keyboard scanners,
barcode label printers, laser printers, touch screens, conveyor belts, carousels, and so on.
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Among the many Sage Accpac WMS features you may use to automate your warehouse
activities, here is a brief list of some of the major, day-to-day tasks that Sage Accpac WMS
helps you perform more efficiently:
Locating specific products in the warehouse at any time—Every time you move stock to a
new location in the warehouse, or even to a different warehouse site within the WMS —
whether it’s a receiving dock, a forklift, a storage bin, a shipping container, or even if the
item is in transit to another site — you record its current whereabouts in Sage Accpac
WMS, so products are always easily traceable.
Selecting orders to process by priority—A warehouse manager or supervisor uses Sage
Accpac WMS’s Web-based tool for automatically sorting, filtering, and selecting highpriority orders according to pre-defined business criteria — without the need to examine
the details of the orders themselves.
Managing workloads and staff assignments—Using Sage Accpac WMS’s Web-based tools
to release orders to the warehouse floor for processing, a warehouse manager can easily
group together orders for the most efficient processing — taking into account the
warehouse’s layout and staff available — by selecting the picking zones, and the number
of orders, lines, and units to be processed in each batch.
Receiving and picking products for several orders at the same time—Sage Accpac WMS
knows exactly which products are on which purchase orders and sales orders, so a single
user can accurately process inventory for many vendors or customers at the same time,
without the need for several trips around the warehouse for each order.
Sharing receiving and picking duties for a single order among several staff members—
Sage Accpac WMS knows exactly which lines have already been processed for sales and
purchase orders, so different staff members can restart the same receiving or picking
process from the exact point where it was left off, or even simultaneously process order
lines in distant areas in the warehouse.
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Rotating stock at exactly the right time—You only need to receive or replenish stock when
Sage Accpac WMS tells you that products are running short or are needed immediately to
fill sales orders. In this way, the volumes of stock stored in pick bins are maintained at
optimal levels: not too low to prevent current orders from being filled, nor too high to
cause physical overflow.
Printing labels and other documents automatically—Sage Accpac WMS can be configured
to print labels and other documents at specific points in a given process, so you don’t have
to ask for them manually.
Processing shipments automatically—Sage Accpac WMS can be fully integrated with an
automated shipping system, so that shipment costs and details are automatically reported
to the accounting system, with no need for manual intervention.
Gathering historical and statistical data—Managers can use Sage Accpac WMS’s reporting
facilities to monitor and analyze current and historical capacity trends in the warehouse,
and to plan more efficient inventory and storage retrieval strategies for the future.
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SYSTEM OVERVIEW
This section discusses the different elements of Sage Accpac WMS, the external applications
with which it interacts, and the network environment in which Sage Accpac WMS and its
users operate.
SAGE ACCPAC WMS USER INTERFACES
From the user’s perspective, the Sage Accpac WMS user interface consists of the following
elements:
•
“RF Terminals” on page 6.
•
“Barcode Printers” on page 7
•
“Web Dispatch” on page 8
•
“Sage Accpac WMS (RFBase) Console” on page 9.
Note:
The actual menus, options, and functions that are available in the handheld and Web
Dispatch interfaces will vary from warehouse to warehouse, according to the
configuration for each implementation, and from user to user, according to the
permissions granted to each user.
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RF TERMINALS
Radio Frequency (RF) provides highly accurate, paperless, real-time operations, which run via
Telnet sessions on RF handheld devices or on PCs. RF terminals are used by warehouse staff
for all warehousing operations such as receiving, picking, printing labels and so on.
Sage Accpac WMS on an Intermec
RF handheld device.
Sage Accpac WMS on a
Windows PC running Telnet client
Sage Accpac WMS
Web Workstation running
in a web browser
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For more information about RF/Telnet functions, see the companion manual “Using Sage
Accpac WMS Handheld Functions”.
BARCODE PRINTERS
Sage Accpac WMS supports up to 24 barcode printers, facilitating bin, product and license
plate labelling, shipping labels and pickslips.
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WEB DISPATCH
This is the Web-based user interface for Sage Accpac WMS, accessed with Internet Explorer
from any client PC. It is typically used by a warehouse manager to control order processing in
the warehouse, to monitor daily warehouse operations in real time, and to generate historical
reports. In addition, Web-Dispatch provides access to the administrative functions, which are
used to configure and troubleshoot Sage Accpac WMS.
Web Dispatch may also be used by sales or customer service agents who want to check the
status of orders or inventory.
For more information about Web Dispatch, see the companion manual “Using Web Dispatch”.
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SAGE ACCPAC WMS (RFBASE) CONSOLE
The Sage Accpac WMS Console is the user interface for the RFBase executable program that
is installed on a network server and controls Sage Accpac WMS functions. The console is
typically used by an IT manager or system administrator for maintenance and troubleshooting
functions.
RFBase also provides access to the Setup program, which is used to configure the system
initially. After the warehouse has gone into production, if any changes to the system need to be
made, such as adding new hardware, new users, and so on, this can also be done through the
console (as an alternative to using other tools in the web-based interface to make these
changes).
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Finally, the console also provides an interface that can be used as a virtual RF handheld for
performing and monitoring warehouse functions in real time.
Sage Accpac WMS on the
RFBase Console.
INTEGRATION WITH EXTERNAL SYSTEMS
Sage Accpac WMS also interfaces with the following applications in a fully integrated
automated warehouse management system:
1 0
•
An accounting/inventory management application, such as SAP® Business One,
ACCPAC®, Microsoft® Great Plains, Axapta, Navision, Solomon, or Best MAS 90/200/
500, etc., and, for some of these systems, third-party interface software that provides seamless integration with Sage Accpac WMS. These host systems are used to enter purchase,
sales, and kitting work orders. The order data is downloaded to Sage Accpac WMS, which
takes over all in-warehouse automation. When processing is complete in the warehouse,
data is uploaded back to the host system, so that its inventory is updated accordingly.
•
A shipping application, such as vSync vShip, ClipperShip®, UPS Worldship, FedEx,
Starship, etc. When sales orders are picked, one of these applications reads package
information from the Sage Accpac WMS database, and rates and manifests shipments.
Track-trace numbers, consolidation numbers, final shipping costs, and carriers — if rate
“shopping” is enabled — are written to the Sage Accpac WMS database, and this
information is uploaded to the host system.
•
Crystal Reports®. Sage Accpac WMS interfaces with Crystal Reports template files to
automatically print paper documents, such as pick tickets, packing slips, invoices, bills of
lading, customer manifests, and other shipping documentation. Crystal Reports is also
used to generate special, customized reports viewable from Web Dispatch Report screens.
•
Carousels and other automated material handling systems, from manufacturers such as
Rimstar and White.
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UNDERSTANDING THE SYSTEM INTERACTION
For advanced users that need a greater understanding of Sage Accpac WMS, the following
figure summarizes the interactions between Sage Accpac WMS, the host system, and an
integrated shipping system. Each process is described below the figure and includes a
description of the type of records transferred between the various systems.
Host System Accounting/
Inventory/SCM/
ERP etc.
1
2
Product Data Updates
Purchase Order Issue
Integrated
Shipping
System
Vendor Availability (VA) records
Receive Head (RH) and
Receive Detail (RD) records
Receiving
Receipt Confirmation (RC) record
Stock Count (SC) record
Miscellaneous
Adjustment (MT) record
Full Physical
Inventory Count
3
Physical Inventory
Control
4
Packaging
Assembly
5
Miscellaneous
Adjustment (MT) record
6
Inventory Adjustment
7
Work Order Issue
Computer Adjustment (CA) record
Pick Work (PW) record
Kit Assembly
Miscellaneous Adjustment (MT) record
Pick Confirmation (PC) record
8
Sales Order Issue
Pick Head (PH) and Pick
Detail (PD) records
Pick Confirmation (PC) record
Picking &
Packing
Addressee, carton
track & trace data
Rate Shopping,
Cost Calculation
Shipping, carrier, and cost data
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1.
Product, customer, and vendor data are downloaded from the host system to Sage Accpac
WMS in Vendor Availability (VA) records.
2.
Purchase orders are entered through the host system and downloaded to Sage Accpac
WMS in Receive Head (RH) and Receive Detail (RD) records. When products are fully
received and the purchase orders ‘closed’, Receipt Confirmation (RC) records are
uploaded to the host. The host system’s inventory is increased accordingly. Note that some
warehouses may also allow inventory for which there is no purchase order to be received.
In these cases, a PO may be created on-the-fly by Sage Accpac WMS and uploaded to the
host system as a Miscellaneous Adjustment (MT) record. The purchase order process flow
is described in “Receiving” on page 41.
3.
When full inventory counts are performed in Sage Accpac WMS on a periodic basis
(normally once a year), Stock Count (SC) records are uploaded to the host system and the
accounting system’s inventory is updated accordingly. Inventory counting in Sage Accpac
WMS is described in “Inventory Control” on page 87.
4.
When physical inventory is updated in the warehouse in Sage Accpac WMS, through
cycle counting, returned merchandise, or other physical inventory management functions,
Miscellaneous Adjustment (MT) records are uploaded to the host system.The host
system’s inventory is increased or decreased accordingly. Inventory control processes in
Sage Accpac WMS are described in “Inventory Control” on page 87.
5.
For warehouses that use Sage Accpac WMS’s packaging functionality, when a packaging
order is completed, Miscellaneous Adjustment (MT) records are uploaded to the host
system, which deplete the inventory of the items in their original packsizes and increase
the inventory of the items in their new packsizes. Packaging processes are described in
“Kitting & Packaging” on page 58.
6.
Occasionally, the accounting system may need to update Sage Accpac WMS’s inventory.
In this case, Computer Adjustment (CA) records are downloaded from the host to increase
or decrease Sage Accpac WMS’s inventory.
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KIT
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For warehouses that build kits, work orders are entered in the host system and are
downloaded to Sage Accpac WMS in Pick Work (PW) records. Alternatively, work orders
may be created on the handheld. Explode-on-download (also called kit-on-the-fly) orders
are automatically converted to sales orders. Build-to-order orders are automatically split
into a work order and corresponding sales order.
When build-to-stock orders are completed, Sage Accpac WMS uploads Miscellaneous
Adjustment (MT) records that deplete the inventory of the items used to build the kits and
increase the inventory of the items built.
When build-to-order orders are complete, Pick Confirmation (PC) records are uploaded,
confirming the quantities picked and shipped. Order types and kitting processes are
described in “Kit” on page 26 and “Kitting & Packaging” on page 58.
8.
Sales orders are entered through the host system and downloaded to Sage Accpac WMS in
Pick Head (PH) and Pick Detail (PD) records. Pick Confirmation (PC) records are
uploaded from Sage Accpac WMS to the host system.The upload can occur at various
points in the picking/packing/shipping processes in the warehouse, depending on the
shipping system and carrier required for the order, and the Sage Accpac WMS
configuration. The sales order process flow is described in various sections of “The
Warehouse Process Cycle” in Chapter 3, “Understanding Sage Accpac WMS Processes”.
For detailed information on Sage Accpac WMS and host system data interchanges, see the
document Host Interchange Transactions available at http://002.radiobeacon.com/resources/
Documents and Files//Host/Accounting System Connectivity/
host_interchange_transactions.pdf.
NETWORK LAYOUT, USERS AND FUNCTIONS
The diagram that follows provides an overview of the entire Sage Accpac WMS network,
locating the hardware and software user interfaces and their users in physical terms in a
simplified warehouse layout. Following the diagram is a description of the different user roles
and the functions they typically perform with the different user interfaces.
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Label P rinter
H ost syste m
Label P rinter
Laser P rinter
R F B ase,
C onsole
R A D IO B E A C O N W M S
S erver
S cale
S hipping S ystem
C om puter room
S hipping area
R eceiving area
7
1
La bel P rinte r
W eb
D ispatch
W eb
D ispatch
C ustom er S ervice O ffice
K itting or pa ckaging w ork area
D ispatch station
3
2
4
R F A ccess P oint
5
R F A ccess P oint
Laser P rinter
R F A ccess P oint
6
La bel P rinte r
8
Label P rinter
R F A ccess P oint
S torage area
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1.
The Sage Accpac WMS server may be either physically present in the warehouse or, in a
multi-building implementation, off-site. They typically reside in a computer room, where
installers, network administrators, or IT managers access RFBase for ongoing warehouse
maintenance functions, such as adding new users, running full inventory counts, and so
on.
2.
In a corporate office, customer service representatives may access Web Dispatch through
the Internet Explorer Web browser to get up-to-the-minute status reports on orders.
3.
A warehouse manager accesses the Web Dispatch interface through Internet Explorer, to
manage orders, distribute picking assignments to warehouse employees, monitor and
report on current or historical warehouse performance, print picking/shipping labels on a
label printer, and perform other functions. The warehouse manager may also need access
to the Sage Accpac WMS servers for system startup and shutdown, monitoring handheld
usage in the warehouse, and even using the RFBase console to perform handheld
functions.
4.
In the receiving area, receivers and putaway drivers use handhelds to perform their
respective functions, and to print product labels on a label printer.
5.
In warehouses that assemble kits or repackage products, kitters use handhelds when
moving materials from storage areas to work areas, building kits or repackaging items,
and returning unused materials to storage.
6.
In the storage area, pickers, packers, replenishers, and cycle counters use handhelds to
perform their respective functions, and to print bin, product, and picking/shipping labels
on a label printer. Sage Accpac WMS’s Crystal Reports server may automatically print
Crystal Reports paper packslips, invoices or other paper documents on laser printers
located in picking and packing areas.
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7.
In the shipping area, shippers use handhelds, or possibly a PC or touchscreen device
running the RF/Telnet console, to weigh cartons, assign cartons to pallets, and to print
shipping labels on a label printer. Sage Accpac WMS’s shipping server may pass weights
and carton information to an integrated shipping system, which then returns rating and
cost information. Alternatively, shippers weigh and check in shipments with the shipping
system, and then manually record the information in Sage Accpac WMS. Depending on
the system configuration, Sage Accpac WMS’s Crystal Reports server may automatically
print Crystal Reports paper packslips, invoices or other paper documents on laser printers
located in the shipping area.
8.
A warehouse manager, supervisor, or lead operator may use a handheld to access
warehouse and product maintenance handheld functions, such as deleting bins, entering
sales or kit orders, and modifying product information.
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UNDERSTANDING SAGE
ACCPAC WMS CONCEPTS
This chapter introduces important warehouse concepts and terms that are specific to Sage
Accpac WMS. These concepts underlie all of the topics and procedures described in the other
user manuals in the Sage Accpac WMS documentation set.
KEY WAREHOUSE CONCEPTS
This section defines concepts and terms that pertain to the physical or logical setup of your
warehouse, and that affect the processes you use in your Sage Accpac WMS implementation.
LOCATION
LOC
A location is a physical building or depot, usually identified by its geographical area. For
example, one company may have three distribution centres, one in New Jersey, one in
California, and one in Texas; if a single Sage Accpac WMS instance controls the hardware and
processes of all the sites, each site is configured as a different location. Storage bins (see “Bin/
Bin Type” on page 22) are assigned to each of the locations, and orders are picked and shipped
according to location.
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Handheld and Web Dispatch users may be associated with locations as follows:
3PL
•
A user may be associated with no specific location, which means s/he can view and handle
products and orders for all locations. Typically users who can manage multiple locations
are warehouse supervisors or managers.
•
A user may be associated with a single location only, which means s/he can only view and
handle products for the location to which s/he is assigned. Most warehouse staff are
assigned to a single location.
If your operation is multi-company or third-party logistics, companies/clients may also be
associated with specific locations (see “Client/Company” on page 19).
A location is identified by a user-defined name.
Note:
The term “location” is also used throughout Sage Accpac WMS in a non-specific
way, to refer to any physical area in a warehouse, such as a storage bin, or a virtual
system-defined area (see “Bin/Bin Type” on page 22).
WAREHOUSE
A warehouse is a logical entity used by some accounting/inventory systems to represent a
location from which goods may be picked and shipped. A warehouse may or may not
correspond to a physical location, and may even be a virtual entity. In these systems, storage
bins may be assigned to different warehouses according to whether goods may actually be
allocated and picked from those bins.
A warehouse is identified by a one- or two-digit code defined by the accounting system.
LOC
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Sage Accpac WMS provides warehouse transfer functionality, which lets you request that
product(s) be transferred from one warehouse site to another warehouse site, via a transit
warehouse. See “Warehouse/Site Transfer” on page 28.
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ZONE
A zone is an area within a physical location where inventory is stored. A zone serves to
organize stock and warehouse staff workloads. A zone can consist of physical bins where stock
is stored until it is moved out of the warehouse; or it can be a staging area, such as a receiving
area, where stock is placed temporarily until it can be moved to appropriate longer-term
storage bins, or a cross-docking area where stock is received and immediately shipped out to
fulfill waiting orders, without the need for storage.
LOC
ZONE
3PL
A location must consist of at least one, and, if your system supports multiple zones, up to 26
zones. A single zone may be spread across several locations; that is, you may have a zone C in
your Texas location and a zone C in your Arizona location. Each zone is identified by a letter
of the alphabet, from A to Z, or by a number from 0 to 9. The required zone defaults to A.
Label printers may be assigned to zones, and although handheld users are not formally
assigned to zones in the system, they may be procedurally assigned to working in specific
zones by warehouse policy, since many warehouse functions are actually performed according
to zones. If your operation is multi-company or third-party logistics, companies/clients may
also be associated with specific bin zones (see “Client/Company” below).
CLIENT/COMPANY
3PL
Client and company are interchangeable concepts, and choosing one term over another simply
depends on the kind of environment in which you are operating; that is, whether your
distribution centre is a single company, multi-company, or third-party logistics (3PL) provider.
In all cases, a client or company is defined as the owner of products.
In a multi-company or 3PL environment, locations and bins may be assigned to different
clients, so that their products are stored in separate areas. Web Dispatch users may be
associated with clients/companies as follows:
•
A user is associated with no specific client, which means s/he can view and manage orders
and reports for all clients/companies, or can select the client/company whose data s/he
wants to view.
•
A user is associated with a single client/company only, which means s/he can only view
and manage orders and reports for the client to which s/he is assigned.
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By contrast, handheld users can handle products for all clients/companies, and are prompted in
various functions to specify the client whose stock they want to process.
A client/company is identified by name or number and, optionally, by a seven-digit
manufacturing ID.
CUSTOMER/VENDOR
To refer to the consumer of products, we use the term customer. To refer to the supplier of
products, we use the term vendor.
Customers and vendors are identified by name and number.
STORE
While a location represents a building or depot that belongs to your company, a store refers to
a particular physical location belonging to a customer. You may ship orders to multiple stores
for a single customer, such as a retail chain with more than one outlet. In the Web Dispatch, the
store to which an order is to be shipped is indicated in the Mark For area of the Packslip (see
Chapter 1, “Understanding Sage ACCPAC WMS Concepts” in the manual Using Web
Dispatch).
PACKSIZE
Note:
ATT
A packsize is defined as the number of counting units in a saleable/shippable
package. Sage Accpac WMS supports up to five different default or formal packsizes,
as well as an infinite number of additional packsizes. The default sizes are defined by
the accounting system when product records are downloaded to Sage Accpac WMS,
or by a supervisor via the handheld (see “Warehouse & Product Maintenance” on
page 87). If a product uses serial numbers, the system will always assume a packsize
of 1 for it, regardless of how packsizes are configured.
In some warehouses, where small products may be grouped into multiple levels of packaging,
complex packsizes may also be defined. In these scenarios, a packsize consists of its quantity
in inner, middle, and outer packs.
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Packsizes are assigned to bin types, and are used in all warehouse functions. Customers may or
may not order products in particular packsizes as well.
You may also see the following terms in Sage Accpac WMS to refer to a packsize:
carton, Q per P, pack quantity.
Tip:
ATTRIBUTE
ATT
An attribute is an additional characteristic used to differentiate between different versions of
the same product, but which is not significant enough to warrant the product being identified
with a different product number. For example, “colour” or “size” might be appropriate
attributes to add to articles of clothing.
Attributes may be unique or non-unique. A non-unique attribute identifies a group of products,
such as a lot number. A unique attribute identifies a single article of a given type of product,
such as a serial number. In fact, lots and serial numbers are the most common uses of attributes
in Sage Accpac WMS warehouses. For more information on attribute number formats, see
“Product Numbers” on page 31.
Products with attributes are known as extended products.
Sage Accpac WMS can be configured to require warehouse staff to identify the attribute value
of a product, such as a lot or serial number, as follows:
•
“Receive only” — only during the addition of product into the warehouse, by any means
(receiving, adjusting, or cycle counting).
•
“Pick only” — only during the removal of product from the warehouse, by any means
(picking, adjusting, or cycle counting).
•
“Receive and pick” — during the addition of product into the warehouse and removal of
product from the warehouse.
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•
“Receive and track in warehouse” — during the addition of product into the warehouse,
and during in-warehouse handling, by any means (moving, replenishing, and other
functions).
•
“Receive, Pick, and Track In Warehouse” — during the addition of product into the
warehouse, removal of product from the warehouse, and in-warehouse handling.
Sage Accpac WMS’s license plate functionality provides an efficient ways of tracking
serialized or lot-controlled products in the warehouse. Attributes are captured as part of the
creation of the license plates, providing an easy way to follow those products throughout the
warehouse process.
BIN/BIN TYPE
A bin can be any of the following:
•
A physical unit in which a product or group of products are stored prior to being moved
out of the warehouse. Physical bins are usually defined by some kind of racking or
shelving system, and are numbered and barcode-labelled sequentially, according to their
spatial placement into rows or aisles. Their sequence determines the path used in guided
picking processes.
Physical bins are identified by a combination of letters and digits, such as A101, up to
eight characters in length.
•
A virtual unit, such as a staging area, where products are temporarily stored before being
moved to a more permanent home.
Virtual bins are typically given a name according to the function they serve, such as
WRK, for a work area, RECV, for a receiving area, or CART, for a returned materials area.
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A system-defined virtual unit, used for program logic. By default, these are REPLENIS
(used for replenishment functions, described in “Replenishment” on page 53), TRANSIT
(used for the Direct Move function, described in “Putaway” on page 44), and
BATCHPCK (used for the batch picking and repack functions, described in “Picking &
Packing” on page 62). Your warehouse may use additional, custom-defined system bins.
If multiple warehouses are used, each system unit is appended with the code representing
the warehouse; for example, REPLENIS01.
Each bin is identified by its unique bin label in Sage Accpac WMS. Even when there are
several warehouses in different geographical areas, the same bin number cannot be reused. The
bin label is a maximum of eight characters.
All bins are defined as different types according to the variety of different products and
packsizes they can store. The six different types of bins are:
•
D — Dedicated bins, which contain one product in a single packsize. These are pickable
bins.
•
N — Non-dedicated bins, which contain multiple products, each in a single packsize.
These are pickable bins. Work areas are typically defined as non-dedicated bins.
•
R — Random bins, which contain multiple products in multiple packsizes. These are
pickable bins.
•
C — Carton bins, which contain multiple products in multiple packsizes. These are
usually non-pickable bins for bulk product stored in cartons or pallets, but may be
configured to be pickable as well. Receiving areas are typically defined as carton bins, as
are “cart” locations, which are used as temporary receiving areas for returned stock which
will be returned to storage bins. System-defined bins are treated as C-type bins.
•
F — Pushback overstock bins are like C-type bins, but they track the order in which stock
was moved into the bins. Pushback bins are used where the most recently putaway item is
the first to be used for replenishment (and picking, if picking is not restricted to D, N, and
R bins).
•
S — System bins, are used by the Sage Accpac WMS software for special purposes, such
as warehouse transfer. They contain multiple products in multiple packsizes. These are
non-pickable bins.
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D-, N-, and R-type bins may also be defined as homes, as described in “Home” on page 25.
Furthermore, bins may only be associated with certain products according to warehousedefined codes. These codes can be used to categorize products as follows:
PUT
PUT
•
Reach code — Identifies the height of bins in relation to pickers, so that fast-moving,
popular products are stored in easier-to-reach bins than slower-moving products. The
reach code of a product is determined by the average number of lines picked per day. Each
product and packsize is assigned a code of “A” for fast-moving products, “B” for
medium-selling products, or “C” for slow-moving products. (Reach codes are assigned to
products by the Calculate Demand Requirements function, which is run automatically on
a nightly basis in RFBase.)
•
Size code — Identifies the average cubage of the product stored in a bin, based on the
estimated cube recorded in the database and the average number of lines picked per day.
Each product and packsize is assigned a code of “A” for large cubages, “B” for medium
cubages, or “C” for small cubages. (Reach codes are assigned to products by the Calculate
Demand Requirements function, which is run from RFBase.)
•
Handle code — Identifies handling requirements of a product, such as hazardous
materials, heavy materials requiring special equipment to lift, or perishable products
requiring refrigeration or freezing. (Handle codes are assigned to products by the host
accounting system.)
Bins are configured to have certain characteristic or behaviors, for example:
•
Sticky — A product is associated with the pick bin even when there are zero quantities of
the item(s) in the bin. If ‘non-sticky’, a product is associated with a pick bin only while the
required items in the bin. For more information, see “Home” on page 25.
•
Consolidate FIFO/Consolidate Purchase Order Date — Bins with these characteristics
allow the consolidation of dates used in stock rotation. Described in “Stock
Consolidation” on page 26.
•
Skip Count — Exclude the bin from cycle counting.
For a complete list of characteristics that can be set for bins, see Understanding and Defining
Warehouse Rules, available at http://002.radiobeacon.com/resources/Documents and Files/
Configuration/WarehouseRules.pdf.
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Ranges of physical and non-system virtual bins are assigned to zones, and, optionally, to
locations (in multi-location environments), warehouses (in a multi-logical-warehouse
environment), and/or companies/clients (in multi-company or 3PL environments). At the same
time, these ranges of bins are assigned specific characteristics. Each bin must be unique across
the entire system; so, if you have a single zone spread across multiple locations, each bin
within that zone can only be associated with a single location.
The way in which bin types are configured in your system has a crucial impact on all
warehouse processes and functions. For more detailed information on bin layout, see the
document Understanding and Defining Warehouse Rules, available at http://
002.radiobeacon.com/resources/Documents and Files/Configuration/WarehouseRules.pdf.
Note:
You will also see the following terms in Sage Accpac WMS to refer to a bin: pickbin,
slot, pickslot, location, shelf.
HOME
Sage Accpac WMS refers to different types of homes, according to:
•
•
The number of pickable bins in which a product may be stored:
•
Single homes. In this scenario, a product can only reside in a single pickable bin per
location at a given point in time. However, this single bin may not be the same one
over time, as bins are emptied and may be refilled with any other products.
•
Multiple homes. In this scenario, a product can reside in more than one pickable bin
in a location at any point in time.
The manner in which products are assigned to pick bins over time:
•
Sticky homes. In this scenario, whether single or multiple homes are used, a product
remains assigned to a bin even after there is no longer any inventory of the product(s)
in the bin. When more inventory of the product is received, the bin is still shown as
the home, or one of the homes, for the product.
•
Dynamic homes. In this scenario (often called random slotting or pick-to-empty),
whether single or multiple homes are used, a product is not assigned to a bin once that
product is no longer in the bin. When more inventory of the product is received, the
bin is not shown as a home for the product.
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Homes are not necessarily configured according to zones, but individual bins may be
designated as “sticky” or not. Single homes may be differently configured for different
companies/clients in multi-company/3PL environments. In any case, the type of homes that
you define in your implementation has a crucial impact on how product may be put away and
moved within the warehouse.
STOCK CONSOLIDATION
Your warehouse may be configured to allow or disallow consolidation of stock in the same
bins according to the following criteria:
ATT
•
FIFO (first-in-first-out) — Stock received (“created”) on different dates.
•
PO — Stock received on different purchase orders.
•
Expiry date — Stock with different expiry dates.
•
Extended—Stock with different attribute values (e.g. different lot or serial numbers).
The way stock consolidation is configured in your warehouse also has an impact on how
product may be put away and moved within the warehouse.
Note
Consolidation is also used to refer to the process of consolidating orders to be picked,
packed and/or shipped together. For more information, see “Waving” on page 60.
KIT
KIT
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A kit is a unique product made up of several component products. Kits are built in the
warehouse in a work area, when a work order is issued to Sage Accpac WMS. Kits may be
composed of components, which are products stored in inventory; and, optionally, of service
items, which typically represent labour or other non-tangibles. In some cases, building kits
may produce a primary product and a secondary, or co-product. When co-products are
produced, the number of finished goods may actually exceed the number of components; for
example, in the case where a raw material is split up into several smaller pieces for multiple
finished products.
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Kits may be of two types: build-to-stock, and build-to-order. Build-to-stock kits are typically
large-volume sellers which the warehouse expects to market to many different customers.
After they are built, they are returned to inventory, to be picked when sales orders are issued
for them.
Build-to-order kits are typically low-volume, customized goods built on-demand for a specific
customer. After they are built, they are never returned to inventory, but are immediately picked
and shipped to the end customer.
A third type of kit order, called explode-on-download, or kit-on-the-fly, is simply treated as a
sales order, in which all components of kits are picked as though they were separate items.
The following terms are used interchangeably with “kit”: assembly, finished good.
There is also a reverse kitting function that supports disassembling kits built using Sage
Accpac WMS. Reverse kitting is useful if, for example, too many kits were built or final
products were returned, and you would rather keep component items in stock, instead of
assembled kits. The warehouse staff disassembles the final products into its components items
and quantities, as described in Chapter 5, “Kitting and Packaging” of Using Sage Accpac WMS
Handheld Functions.
For more information about kits, see “Kitting & Packaging” on page 58.
PACKAGING ITEM
PACK
A packaging item is a product that is repackaged from single units into different packsizes for
distribution to customers, based on the formal packsizes defined for each product. The process
of building packaging items is similar to kitting, but the finished good is not a new product.
Packaging orders are created uniquely in Web Dispatch, and can be based on projected demand
requirements, as determined by the RFBase Calculate Demand Requirements function, which
is automatically run on a nightly basis in RFBase.
For more information about packaging, see “Kitting & Packaging” on page 58.
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WAVE
A wave is a set of purchase or sales orders that are grouped together in the system for receiving
or picking. Waves of purchase orders are created by receivers during the receiving process, so
that they can receive products from multiple orders simultaneously. Waves of sales orders are
created by the system, by the dispatcher, or by pickers when orders are released to the
warehouse floor, so that pickers can pick products for multiple orders simultaneously (see
“Waving” on page 60).
WAREHOUSE/SITE TRANSFER
LOC
Your warehouse can be configured to transfer products from one warehouse site to another
warehouse site, via a transit site. Sage Accpac WMS tracks the movement of goods out of the
from warehouse, en route via a transit warehouse, arriving in the to warehouse. The transit
warehouse can be another warehouse (logical or corresponding to a physical site) defined in
Sage Accpac WMS, or it can be a non-Sage Accpac WMS-controlled site, for example, a ship,
rail car or truck. The goods are ‘picked’ in the From warehouse and ‘received’ into the To
warehouse. Actual stock levels in inventory are not affected, only inventory locations are
affected.
The warehouse transfer function can also be used to support products sent out on consignment,
and transfers to or from non-Sage Accpac WMS-controlled warehouses.
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KEY WAREHOUSE TERMINOLOGY
This section provides definitions of important Sage Accpac WMS terminology that you will
encounter. You may also wish to consult the “Glossary” on page 89 for other unfamiliar terms.
OVERSTOCK
In its generic sense, overstock refers to an area in a warehouse in which bulk product is stored,
in pallets or cases. It is called “over” stock not because it is surplus, but because this stock is
normally stored in area that is out of, or “over”, the reach of a standing person, and requires
special equipment, such as a forklift, to be accessed.
In Sage Accpac WMS, overstock is used to refer to bins in which such product is stored, as
well as to the labels that are affixed to the packages containing such products, normally printed
during receiving. Overstock is also used in the handheld main menu to refer to a set of
functions that typically involve this type of stock.
Note:
You will also see the following terms used synonymously for overstock: carton, bulk.
CARTON
A carton is a generic term that refers to any cardboard, disposable box that can contain
products, as distinct from a pallet, or a plastic tote. It can refer both to the case in which
inventory is received and stored in the warehouse, and the container into which orders are
picked and shipped. It may also refer to product stored in bulk, rather than as individual units.
Note:
The following terms are also used in some functions interchangeably with “carton”:
pack, package.
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PALLET
A pallet in Sage Accpac WMS may or may not correspond to a physical pallet, and is used in
two specific contexts. In the context of moving inventory, pallet moving simply refers to
multiple products that are being moved from bin to bin at the same time.
In the context of order shipments or transfers from other locations, a pallet designates a
container which may contain multiple shipping cartons, and may correspond to a physical
pallet, a bin location, or a carton (see also “Order and Shipment Numbers” on page 32).
LICENSE PLATE
A license plate is a unique number from 9-20 characters, which is associated with specific
products in a specific bin. License plates provide an effective way of grouping together
products, and identifying and tracking those products in the warehouse.
License plates are created in Sage Accpac WMS with any process that adds stock into a bin,
such as receiving, adjustments that add stock to the warehouse and moves within the
warehouse from one bin into another bin. Once the license plate is created, you can add and
remove products from the license plate, move and assign the license plate to new bin, pick the
license plate to fulfill a sales order, etc. Many warehousing functions can be performed as
usual by the user, while the license plate information is preserved by Sage Accpac WMS,
without the need for manual intervention.
PACKSLIP
The term packslip is used in several different ways in Sage Accpac WMS. In one sense, it
refers to a concrete item, namely the packing slip that ships with an order, as described in
“Label and Document Printing” on page 69. Most commonly, however, it refers to a sales
order, or sales order number.
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PRODUCT NUMBERS
Your warehouse may use several different numbers for referring to products. Because of the
possibility for confusion between these, here is a brief description of the types of product
identifiers you may see in different contexts in Sage Accpac WMS:
•
Warehouse product number — This is the SKU or part number used by your warehouse.
This number can be any number defined in your distribution centre and may consist of up
to 20 digits. This is the number you will see referenced throughout the Sage Accpac WMS
user interface.
3PL
In multi-company or 3PL environments, where products are owned by different clients,
the client number or name will appear after the product number, separated by a character
delimiter such as a slash (/).
ATT
If your products use attributes, such as lot numbers, serial numbers, and so on, these will
appear after the product number (and after any client number/name), separated by
character delimiters such as a slash (/).
•
Vendor product number — This is the SKU or part number used by a vendor. This number
may be associated with your product number in the Sage Accpac WMS database, and can
be supplied through the Product Xref function on the handheld (see “Warehouse &
Product Maintenance” on page 87). If a cross-reference is defined for the vendor SKU,
this number can also be used in all handheld functions that prompt for a product number.
•
Customer product number — This is the SKU or part number used by a customer. You
will be prompted to enter a customer SKU when printing product labels from the
handheld.
•
UPC (Universal Product Code) — This is a 12-digit, standard product code used in
product manufacturing, consisting of the supplier’s manufacturing ID, plus additional
digits. You will only be prompted for this code when creating a new product in the
handheld or Web Dispatch (see “Warehouse & Product Maintenance” on page 87).
•
SCC-14 (Shipping Container Code) — This is a 14-digit, standard product code similar to
the UPC, except that it is applied to the packages containing the products. You will only
be prompted for this number when printing SCC-14 labels from the handheld.
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ORDER AND SHIPMENT NUMBERS
When sales orders are picked and shipped, various numbers are used to identify the order, the
cartons in the order, groups of orders that are picked together, and groups of orders that are
shipped together. Because of the possibility for confusion between these, here is a brief
description of the types of numbers you will see referenced throughout the Sage Accpac WMS
user interface:
3 2
•
Order/Packslip number — This is the number assigned by the accounting system to
identify a sales order, for downloaded orders. The packslip number that you see
referenced throughout Sage Accpac WMS contains the order number plus, in some cases,
the back order number, logical warehouse, customer number, store number and/or
department number.
•
Customer PO number — This is the customer’s purchase order number for a sales order,
which is assigned by the accounting system for downloaded orders.
•
Wave number — This is a number, starting from 1000, that identifies a group of sales
orders that are grouped together for picking in the same batch. This number is not printed
on any documentation, but is used for in-warehouse purposes only. This number is
generated for orders by Sage Accpac WMS when they are waved (see “Waving” on
page 60).
•
Big number — This is a number from 1 to 99 that is printed in large text on the picking/
shipping labels used in the picking process, to help pickers identify cartons belonging to
the same order. This number is only used for in-house identification of cartons during
picking, and is not used for shipping identification purposes. The same big number is
generated for all cartons in an order by Sage Accpac WMS when the order is waved.
•
Carton number — This is a unique shipping container code for each individual carton in
an order. It is printed and barcoded on picking/shipping labels and is used to track cartons
in the warehouse. The format is a 9-digit number beginning with 1000... (for example:
100000078). It is also referred to in Sage Accpac WMS as a “tote label”, or a “carton
label”. This number is generated for cartons by Sage Accpac WMS whenever a picking/
shipping label is printed, such as when an order is waved.
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Track-trace (SSCC-18) number — This is a unique serial shipping container code for each
individual carton in an order. It is printed and barcoded on picking/shipping labels and is
used to track cartons after they have been picked and shipped.
The format may be a standard 18-digit number with a two-digit prefix, beginning with 0,
continuing with your manufacturing ID (or 9999999 if you don’t use one), continuing
with the carton number described above, and ending with another digit; or it may be a
carrier-specific package number, such as the UPS 1Z... number. This number is generated
for cartons by Sage Accpac WMS whenever a picking/shipping label is generated, such as
when an order is waved.
Order/packslip
number
FROM/DE:
23
201
T he C andy Warehouse
4556 Pepperm int Way
T oronto, O N
M 4V 9M 7
Big number
Order/packslip
number
T O/A:
SWT444
S w eet Tho ughts
500 G arden Ave.
To ro nto , O N
M 4J 1E 2
REF:201
P O : 622189145
(00) 0 3846358 100000094 9
Customer PO
number
Track-trace number
Carton number
Your company’s
manufacturing ID
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ASN Track-Trace (SSCC-18) numbers—Your suppliers/vendors can print compliant
shipping labels, using a web-based tool called the Sage Accpac WMS Vendor Portal. Your
vendors can create unique shipping labels for each inbound carton, with an SSCC-18
track-trace number that specifies product, quantity, carton packsize (total number of items
in the carton), purchase order number and purchase order line number. When SSCC-18
labels are generated through the Sage Accpac WMS Vendor Portal, your Sage Accpac
WMS database captures all the required information for each carton, providing your Sage
Accpac WMS with an electronic notification of the inbound shipments and its contents,
similar to receiving an ASN EDI.
Labels created by the Sage Accpac WMS Vendor Portal facilitate one-scan ASN receiving
of cartons into the warehouse.
•
Pallet number — A pallet number can be of two types in Sage Accpac WMS. The first
type is similar to a carton track-trace number, and usually consists of a unique customercompliant shipping serial number, where the format is the same as a track-trace number,
with the initial digit being 1 (corresponding to a pallet addressed to a single or multiple
stores) or 2 (corresponding to a pallet containing a single product). This number is
generated for customer-compliant picking/shipping labels whenever the labels are
produced.
The second type of pallet number corresponds to a “bin” in the warehouse, since a pallet
of products may often be stored in a single bin.
•
3 4
Pickup/BOL/Manifest number — This number identifies a group of orders to be shipped
to the same destination, and shipped on the same truck or picked up at the same time by
one carrier. This number is applied to all cartons in an order. The number may be applied
by the dispatcher before an order is waved, by an external shipping system, or by a shipper
when recording the shipping information (see “Shipping” on page 64). Depending on your
configuration, the number may be a simple sequential number beginning with 1, for the
first BOL in the system; or it may be a UCC-standard 18-digit number that includes your
manufacturing ID. The number is printed on bills of lading or manifests generated by Sage
Accpac WMS.
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•
Ship-Consolidation number — This number identifies a group of orders that are shipped
to the same address at the same time by one carrier, and are treated as a single shipment.
This number is generated by the accounting system when an order is issued, or by the
dispatcher before an order is waved. This number does not appear on any printed
documentation, but groups of orders that are assigned the same consolidation number are
picked and shipped together.
•
Shipment number — This number is assigned to all cartons shipped together in one
shipment (such as all the cartons in one order), and is printed on bills of lading and
manifests. This number is assigned by an integrated shipping system, by Sage Accpac
WMS when all shipping processes are complete, or by a shipper or dispatcher when
marking an order as shipped (see “Shipping” on page 64). Depending on your
configuration, the number may be a simple sequential number beginning with 1, or it may
be a UCC-standard 18-digit number that includes your manufacturing ID. In LTL
shipments, the number is often the Pro number. In single-carton shipments, the shipment
number is often the same as the track-trace number for the carton.
PACKLANE
A packlane is simply a number used to identify a laser printer on which Crystal Reports or
other paper documents are printed. This number may or may not correspond to a physical
shipping lane. For more information, see “Label and Document Printing” on page 69.
VENDOR PORTAL
VPCD
The Sage Accpac WMS Vendor Portal is a web-based tool for your vendors/suppliers to create
compliant labels through your Sage Accpac WMS system. Using the vendor portal, your
vendors can print unique shipping labels for the cartons they send to your warehouse. The
vendor portal labels are based on the purchase orders your company sends to the vendor. Each
inbound carton from the vendor will have an SSCC-18 track-trace number that specifies
product, quantity, carton packsize (total number of items in the carton), purchase order number
and purchase order line number.
When SSCC-18 labels are generated through the Sage Accpac WMS Vendor Portal, your Sage
Accpac WMS database captures all the required information for each carton, providing your
Sage Accpac WMS with an electronic notification of the inbound shipments and it contents,
similar to receiving an ASN EDI. Your receivers can check-in the entire carton simply by
scanning the track-trace number on the cartons labels.
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UNDERSTANDING SAGE
ACCPAC WMS PROCESSES
This chapter discusses the Sage Accpac WMS warehouse process cycle, provides an overview
of all of the major handheld and Web Dispatch functions, and situates these functions within
the larger context of the entire Sage Accpac WMS application.
THE WAREHOUSE PROCESS CYCLE
The following figure provides an overview of a typical warehouse process cycle using Sage
Accpac WMS. Note that once your warehouse is operational, many of these processes are
actually happening simultaneously, rather than in sequence; the figure simply tries to show
how data might typically flow through the system from the time products are received in the
warehouse until sales orders are completely fulfilled. Label printing and warehouse/product
maintenance functions are depicted in the centre of the cycle, because they may be performed
during any or every step of the process. Each process is described in more detail in the
following sections.
T H E
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C Y C L E
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Warehouse
Setup
Purchase
Order Issue
Shipping
CycleCounting &
Inventory
Control
Receiving
Put-Away
Packing
Warehouse &
Product
Maintenance
Label
Printing
Picking
Order
Allocation
Sales, Work
& Packaging
Order Issue
Replenishment
Order
Waving
Kitting &
Packaging
Order
Re-allocation
When purchase orders, sales orders, work orders, and packaging orders are issued to and
processed in the Sage Accpac WMS, they pass through several process steps (or “procsteps”)
before data is uploaded to the accounting system. These steps are displayed in sales, work,
packaging and purchase orders throughout Web Dispatch, and indicate the status of an order.
In the following sections, for each step in the processing cycle, the corresponding status is also
noted.
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WAREHOUSE SETUP
The warehouse setup process is summarized in the following figure:
1
Sage Accpac WMS is
installed and configured
2
Bins and products are
barcode-labeled
3
Inventory is set up in
Sage Accpac WMS
1: SYSTEM SETUP AND CONFIGURATION
During the warehouse setup and testing phase, the warehouse manager, installers, and network
administrators work together to set up hardware; define warehouse rules and system users;
configure shipping systems, if they are used; configure handheld and/or Web Dispatch options;
and populate the Sage Accpac WMS database with product information.
2: WAREHOUSE AND PRODUCT LABELING
Once the system is set up, there are several warehouse tasks that need to be performed. First,
bins and existing products must be barcode labelled. Generating the labels for bins actually
“creates” the bins in Sage Accpac WMS. Labels are described in more detail in “Label and
Document Printing” on page 69. Procedures for labelling bins and products are provided in
Chapter 9, “Printing Labels” in “Using Sage Accpac WMS Handheld Functions”.
W AR E H O U S E
S E T U P
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3: INVENTORY SETUP
Next, in existing warehouses, the physical inventory of existing products needs to be identified
to Sage Accpac WMS and the accounting system. This is usually accomplished in one of two
ways:
•
•
through an inventory control process, such as a full or cycle (partial) count or
miscellaneous adjustment,
or,
through non-PO receiving
In a brand new warehouse with no inventory, products can simply begin to be received.
Receiving processes are described below; inventory control processes are described in
“Inventory Control” on page 87.
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RECEIVING
The receiving process is summarized in the following figure:
Action
1
2
3
Purchase order
is issued and
downloaded to
WMS
Order Status
NOT RECEIVED
Receiver receives
product and puts it
away
BEING
RECEIVED
Receiver or
dispatcher closes
purchase order
READY TO
UPLOAD
1: ORDER ENTRY
Purchase orders are entered into Sage Accpac WMS in a number of ways:
O/E
•
Downloaded from the accounting system.
•
As a back order created automatically by the system according to criteria that may be
defined in your configuration.
•
Entered through Web Dispatch. Web order entry is used by warehouses that do not have a
host system, or by third-party logistics providers that do not use a single host system. Web
order entry is described in Chapter 9, “Entering Orders” in the manual “Using Web
Dispatch”.
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When a purchase order is created in Web Dispatch its initial status may be APPROVED,
and the dispatcher must release the orders before they can be available for receipt into the
warehouse (for information, see Chapter 5, “Processing Purchase Orders and Returns” of
“Using Web Dispatch”). Once released, they, and purchase orders downloaded from the
host system, are placed into the status NOT RECEIVED.
2: ORDER RECEIPT
When product arrives at the warehouse, receivers can receive the inventory by these different
methods:
RECV
•
By purchase order — If the shipment arrives with products sorted by purchase order, the
user receives the stock according to a printed PO that accompanies the delivery, or an
electronic PO stored in the system.
•
By product —When products or groups of products arrive randomly, rather than being
sorted by purchase order, the user can receive the products against any open purchase
order.
•
By container — In some warehouses that regularly receive large shipments by container in
which products on many POs may be mixed, receivers can receive stock against a
manifest. The container reference number may be included in the downloaded purchase
order, or the Web dispatcher may create one. (Procedures for creating a container are
provided in Chapter 5, “Processing Purchase Orders and Returns” of “Using Web
Dispatch”.) In the first case, the container number may correspond to an actual waybill or
manifest that accompanies the shipment.
The user can container receive stock using regular receiving, according to each line on the
container manifest individually. Alternately, they can use quick container receiving, to
receive all the products in the container into inventory at one time, without individually
checking-in each product listed on the manifest.
RMA
4 2
•
By RMA — In warehouses that use returned material authorizations, inventory is received
according to purchase orders on which the returned items appear. For information on
creating RMAs in Web Dispatch, see Chapter 5, “Processing Purchase Orders and
Returns” of “Using Web Dispatch”.
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A C C P A C
W M S
P R O C E S S E S
O V E R V I E W
•
VPCD
O F
S A G E
A C C P A C
W M S
By ASN — Using Sage Accpac WMS’s Vendor Portal, your suppliers/vendors can create
compliant ASN shipping labels from purchase orders sent to the vendor. When labels are
created this way, your Sage Accpac WMS database captures all the required information
to receive the stock into inventory simply by reading the track-trace number on cartons
shipped from your vendors.
For products that arrive without purchase orders, there are several methods for handling these:
•
As miscellaneous adjustments, described in “Inventory Control” on page 87.
•
As unordered items, during the normal PO receiving process.
•
Via non-PO receiving (often used for initial setup), if Sage Accpac WMS is configured to
allow this process.
In any case, once a receiver opens a PO, its process step in the Web Dispatch is BEING
RECEIVED.
Receivers may be required to record additional information for received products, such as the
weight or cube; expiry dates for time-sensitive products; or UPC inspection codes. Most
warehouses also have procedures for dealing with short-shipped or over-shipped products.
Once products are received, receivers normally print labels and barcode the received products,
cartons and pallets before they are put away.
For warehouses that use license plates, products can be received to new or existing license
plates, and license plates labels can be printed. However, license plating does not need to occur
at receiving time, as there are other stages in the warehouse cycle during which license plates
can be created or stock can be added to existing license plates.
Finally, receivers can either put away the products immediately to real bins, or put them away
to virtual bins for later putaway, which will consist of a separate step, as described in
“Putaway” on page 44.
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3: ORDER CLOSURE
When all items are received and checked in, the receiver closes the PO, and a receipt
confirmation is uploaded to the accounting system.
Alternatively, the Web dispatcher can close purchase orders in a batch process at the end of the
day (see Chapter 5, “Processing Purchase Orders and Returns” in “Using Web Dispatch”).
In warehouses that use a manual upload procedure, the purchase order is marked as READY
TO UPLOAD; in most implementations, you will never see this process step, as the upload
step will happen automatically.
Note:
The dispatcher can close or cancel a PO at any time, before or after products have
been received. For more information, see Chapter 5, “Processing Purchase Orders and
Returns” in “Using Web Dispatch”.
Handheld receiving functions are described in Chapter 2, “Receiving Inventory” in “Using
Sage Accpac WMS Handheld Functions”.
PUTAWAY
In many warehouses, putaway is accomplished as a process separate from receiving. In this
case, warehouses typically define a staging area where received products are temporarily
stored for pickup by putaway drivers, who use the Direct Move function to move single
products or entire pallets of multiple products (called a pallet move) within the warehouse
from one bin to another.
For warehouse that use license plates, you have the ability to move an entire license plate to a
new bin during the putaway process.
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The general Direct Move process is summarized in the following figure:
1
Product is moved
out of bins or
temporary
locations
2
Product is moved
into storage or
pick bins
1: MOVE OUT
Putaway drivers move single or multiple products, or an entire license plate out of their current
location into a temporary system location (called TRANSIT). If a one-step method is used, the
products can be immediately moved into bins. If a two-step method is used, a separate move-in
step is required.
2: MOVE IN (OPTIONAL)
PUT
If two-step Direct Move is used, a second move-in procedure moves the products from the
temporary system location into their new homes. If the destinations are pick bins, Sage Accpac
WMS can provide suggested directed putaway suggestions, that is, bin recommendations
based on criteria such as previous home, product velocity, size, or reach of available (empty)
bins.
For warehouses that receive large volumes of returns, putaway drivers can use the Restock
function to return the goods to storage bins.
The Move In, Move Out, one-step Direct Move, and restocking functions are described in
Chapter 3, “Moving/Putting Away Inventory” of “Using Sage Accpac WMS Handheld
Functions”.
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ALLOCATION
Allocation is the process of assigning stock to orders, identifying the bins from which the stock
is to be picked, and adjusting the physical inventory accordingly. Sales orders kit, and
packaging orders all need to be allocated before they can be picked.
LOC
Transferring products from one site to another is implemented using transfer sales orders.
These are treated as regular sales orders in the warehouse, as they go through the same
allocation to assign stock to the transfer order and identifying the bins from which the stock is
to be picked; however, in the case of transfer sales orders, the physical inventory quantities are
not adjusted, since the inventory is not being removed from the warehouse inventory, it is just
being moved.
The allocation process for sales orders is summarized, in a simplified fashion, in the following
figure:
Action
Order Status
1
Sales order is
downloaded/
created in WMS
2
Dispatcher or
system allocates
order
UNALLOCATED
READY TO
WAVE
HELD
SUSPENDED
UNALLOCATED
WAITING SWOG
3
4 6
Integrated
shipping system
pre-rates order
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WAIT PRE-RATE
A C C P A C
W M S
P R O C E S S E S
O V E R V I E W
O F
S A G E
A C C P A C
W M S
The allocation process for kit orders is summarized in the following figure:
KIT
Action
1
2
Work order is
created/
downloaded in
WMS
Dispatcher or
system allocates
order
Order Status
ASSEMBLY UNALLOCATED
ASSEMBLY READY
ASSEMBLY WAIT REPLEN
ASSEMBLY SHORT
The allocation process for packaging orders is summarized in the following figure:
PACK
Action
1
Packaging order
is created in
WMS
2
System allocates
order
Order Status
PKG - READY
TO PRINT
PKG - WAITING
LETDOWN
Kitters print
assembly labels
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1: ORDER ENTRY
Sales orders may be entered into Sage Accpac WMS in a number of ways:
•
Downloaded from the accounting system.
•
As a back order created automatically by the system according to criteria that may be
defined in your configuration.
•
Entered through the handheld Sales Order by Walking function for front-counter orders.
Note that this type of order does not need to be allocated, as the user must manually
retrieve the products from a bin known to have available stock. For more information, see
Chapter 6, “Picking and Packing Orders” in “Using Sage Accpac WMS Handheld
Functions”.
O/E
•
Entered through Web Dispatch. Web order entry is used by warehouses that do not have a
host system, or by third-party logistics providers that do not use a single host system. Web
order entry is described in Chapter 9, “Entering Orders” in “Using Web Dispatch”
KIT
•
Automatically created when a build-to-order kit order is issued to Sage Accpac WMS. A
sales order for the finished goods to be shipped to the appropriate customer is issued at the
same time as the kit order.
KIT
PACK
4 8
Work orders may be entered into Sage Accpac WMS in a number of ways:
•
Downloaded from the accounting system.
•
Entered through the handheld Build Kits function (for build-to-stock orders only). For
more information, see Chapter 5, “Kitting and Packaging” in “Using Sage Accpac WMS
Handheld Functions”.
Packaging orders are always entered into Sage Accpac WMS through Web Dispatch. For more
information, see Chapter 4, “Processing Packaging Orders” in “Using Web Dispatch”.
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Transfer Sales orders may be entered into Sage Accpac WMS as follows:
LOC
O/E
•
Downloaded from the accounting system.
•
Entered through Web Dispatch. Web order entry Web order entry is described in Chapter
9, “Entering Orders” in “Using Web Dispatch”.
2: ORDER ALLOCATION
Once an order is issued to Sage Accpac WMS, it can be allocated in the following ways:
•
For sales and/or work orders, manually by the Web dispatcher, through the Allocate
function in the Web Dispatch. If background (automatic) allocation is not enabled in your
configuration, when a sales order is first downloaded or created in Sage Accpac WMS, its
process step is UNALLOCATED; a work order’s process step in this case is ASSEMBLYUNALLOCATED.
•
Automatically, for sales and/or work orders. If background allocation is enabled for your
system, Sage Accpac WMS attempts to continually allocate unallocated orders on a
cyclical basis, in addition to any manual allocations that may be performed by the
dispatcher. The system may be further configured to allocate immediately when orders are
downloaded or created, in which case the UNALLOCATED or ASSEMBLYUNALLOCATED process steps are bypassed.
Note:
Sales orders entered through the handheld do not follow the normal allocationwaving-picking-shipping process of other sales orders. Instead, they are manually
picked, and are marked with the status specified in your configuration as soon as they
are saved from the handheld (by default, this is READY TO UPLOAD).
A L L O C A T I O N
4 9
O V E R V I EW
•
PACK
O F
S AG E
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Automatically, for packaging orders. Packaging orders can only be created when the
required stock is available; when a packaging order is successfully created, it is
automatically allocated, and replenishment requests are generated for the required
inventory to be let down from overstock and moved into work areas. Depending on how
the order is created, assembly labels may be automatically printed and the order placed
immediately into PKG-WAITING LETDOWN status; or the order may be placed into an
intermediate status, PKG-READY TO PRINT, requiring that a handheld user manually
print the assembly labels before the order moves into PKG-WAITING LETDOWN status.
Whether the allocation method is automatic or manual, Sage Accpac WMS can be configured
to allocate stock according to several different criteria (e.g. FIFO/LIFO, packsizes etc.); to
allocate stock from specific zones, if multiple zones are used; to manage expiry dates and lots,
if they are used; and to handle short orders (those with lines that cannot be filled entirely) in
different ways.
In addition, when orders are allocated manually in Web Dispatch, the dispatcher can choose
the sequence in which to allocate orders according to business rules such as the customer’s
requirements, the value, size, or priority of the order, or other criteria.The allocation process is
described in Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”.
If all stock is successfully allocated to a sales order, or a short order is marked for shipment
anyway, its status is READY TO WAVE (see “Waving” on page 60).
KIT
5 0
If all stock is successfully allocated to a work order, it may be placed into one of two statuses.
If all the required stock is already in the correct work area, the order is placed into
ASSEMBLY-READY, assembly labels are automatically printed and given to kitters and they
can begin building the kits (see “Kitting & Packaging” on page 58). If all the required stock is
not already in the correct work area, the order is placed into ASSEMBLY-WAIT REPLEN
status, and replenishment requests are issued for the required components. Replenishers must
use the handheld to move the stock from the appropriate bins to the work area (see
“Replenishment” on page 53).
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If a sales order cannot be fully successfully allocated, it will be held until some remedial action
is taken, and then must be re-allocated (see “Re-Allocation” on page 56). Reasons that sales
orders may not be successfully allocated include:
KIT
•
Product is not available in pick bins for some lines, but is available in overstock bins, and
the system is pre-configured, or the dispatcher has opted, to hold the order for
replenishment. In this case, the fillable lines are allocated and stock is reserved for them,
while the order status is HELD FOR REPLENISHMENT. A replenishment request is
issued, and replenishers must replenish the stock before the order can be re-allocated
successfully (see “Replenishment” on page 53).
•
Product is not available in the warehouse for some lines, and the system is pre-configured,
or the dispatcher has opted, to hold the order short. In this case, the fillable lines are
allocated and stock is reserved for them, while the order status is HELD SHORT. New
stock must be received before the order can be allocated successfully.
•
Product is not available in the warehouse for some lines, and the system is pre-configured,
or the dispatcher has opted, to require 100% fill. In this case, stock is not reserved for any
lines, and the order returns to UNALLOCATED status. New stock must be received
before the order can be allocated successfully.
•
Product is available in the warehouse, but there is a problem with the packsize, zones, or
stock specified in the allocation. The order status is HELD FORMAT. The problem must
be addressed before the order can be allocated successfully.
•
Product is available for all lines, but the order has been marked to be shipped with other
goods. In this case, the fillable lines are allocated and stock is reserved for them, but the
order is held from waving, with the status is WAITING - SWOG. Other orders for this
customer and shipping address must be allocated before the order can be released for
waving.
The reason a work order is not successfully allocated is that some components are not
available in the warehouse to build the kits. In this case, the available components are allocated
from overstock, if they are not in the work area already, and new stock must be received before
the order can be allocated successfully. A work order in this state is ASSEMBLY-SHORT.
Chapter 2, “Processing Sales Orders”, in “Using Web Dispatch” discusses various strategies
for handling sales orders that could not be allocated the first time.
A L L O C A T I O N
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3: ORDER PRE-RATING (OPTIONAL)
SHIP
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For warehouses that use a fully integrated shipping system and have order pre-rating enabled,
product quantities and weights, as well as addressee, carrier, and service information, are
automatically sent to the shipping system. (Alternatively, the dispatcher can request pre-rating
manually from Web Dispatch.) The shipping system information can calculate estimated costs,
and select the appropriate carrier, if rate “shopping” is enabled — that is, the shipping system
is instructed to find the cheapest carrier and service for the shipment. At this point the order is
placed into WAIT PRE-RATE status. If any errors are encountered by the shipping system,
such as unrecorded weights or incorrect postal codes, these are reported, and warehouse staff
must take appropriate action before the orders can be successfully allocated. When the prerating is successful and complete, the orders are moved into READY TO WAVE status.
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REPLENISHMENT
Replenishment is the process of replacing stock depleted from pick bins with stock from bulk,
or overstock, bins, and breaking down bulk packages into pickable packsizes defined for the
warehouse. The replenishment process is summarized in the following figure:
Action
1
2
Order Status
Letdown
request is
issued
Replenisher lets
down stock
from overstock
PKG - BEING
BUILT
ASSEMBLY READY
3
Fill-bin
request is
issued
Replenisher fills
pick bins with let
down product
ASSEMBLY READY
1: REPLENISHMENT REQUEST GENERATION
In your warehouse, replenishment will undoubtedly be a routine task that you perform
according to a defined procedure. Replenishment may also be performed in response to a
replenishment request.
R EP L E N I SH M E NT
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Letdown replenishment requests may be generated by Sage Accpac WMS in the following
ways:
•
Automatically by the system. This occurs when a sales order cannot be fully allocated
because some lines do not have enough inventory in the pick bins, and the order is marked
to be held for replenishment (by default or by the dispatcher). This type of replenishment
is called hot replenishment. The dispatcher can also create groups of replenishment
requests, which group together orders with similar characteristics, such as their priority,
customer, date, and so on.
•
Automatically by the system when a kit work order or packaging order is allocated.
•
Manually by a handheld user through the Request Replenishment function, as described in
Chapter 4, “Replenishing Pick Bins” of “Using Sage Accpac WMS Handheld Functions”.
•
Manually by the Web dispatcher through the Advance Replenishment function. This
function serves to replenish inventory before it is actually required to fill sales or work
orders, based on the amount of stock currently available in pick bins. Your system will be
configured to perform advance replenishment according to one of the following criteria:
KIT
REPLEN
•
Minimum levels of products in bins. These are set for a given product by the host
system, or by a warehouse supervisor through a handheld function (see “Warehouse
& Product Maintenance” on page 87). When the dispatcher runs the min/max
advance replenishment function, requests are issued for any bins in which the product
levels have fallen below the defined minimum.
•
The number of days on hand for each product. This figure is estimated based on the
velocity of a given product. Velocity is calculated as the average number of picks per
day for a given product for the previous month. (This calculation is done through the
Calculate Demand Requirements function in RFBase, which is run nightly.) The
dispatcher specifies the number of days’ worth of product that must be in a selected
group of bins, and replenishment requests are issued for any bins in which the product
levels are expected to be exhausted within the number of days specified.
Advance replenishment is described in Chapter 10, “Using Advance Replenishment” in
“Using Web Dispatch”, and in Chapter 12, “Warehouse And Product Maintenance” in
“Using Sage Accpac WMS Handheld Functions”.
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2: STOCK LETDOWN
When letdown replenishment requests are issued, letdown tickets may be automatically
printed and distributed, if configured. Forklift drivers use the Letdown Stock function to let
down the required products from overstock bins, and break the packs down into the
appropriate packsizes required for picking.
If a one-step method is used, the stock may be immediately moved to the pick bins or work
areas, replenishment requests are cleared, and sales orders may be re-allocated.
Work orders are automatically placed into the status of ASSEMBLY-READY, and packaging
orders are automatically placed into the status of PKG-BEING BUILT.
If a two-step method is used (for sales and work orders only) the let-down stock is moved to a
temporary system location (called REPLENIS), and fill-bin replenishment requests are
automatically issued.
3: PICK BIN FILLING (OPTIONAL)
Once products have been let down from overstock and fill-bin requests have been issued,
putaway drivers put away the products to the appropriate pick bins or work orders with the Fill
Bins function. When the bins are filled or components moved to work areas, the replenishment
requests are cleared, and sales orders may be re-allocated. Work orders are automatically
placed into the status of ASSEMBLY-READY, and packaging orders are automatically placed
into the status of PKG-BEING BUILT.
The Letdown Stock, Fill Bins, one-step, and kit replenishment functions are described in
Chapter 4, “Replenishing Pick Bins” on page 117 of “Using Sage Accpac WMS Handheld
Functions”.
If your system is configured to allow it, replenishers can also use the Direct Move function,
described in “Putaway” on page 44, to fulfill replenishment requests.
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RE-ALLOCATION
For sales orders that were not immediately marked as ready to wave, or assembly orders that
were held short, they need to be re-allocated. The re-allocation process is summarized in the
following figure.
Action
1
2
Order Status
Stock is received,
replenished etc.
Dispatcher or
System reallocates order
READY TO WAVE
ASSEMBLY WAIT REPLEN
1: SHORT ORDER OR ERROR HANDLING
The dispatcher has several options for handling orders that could not be fully allocated the first
time. For orders held for replenishment — that is, for which stock is not available in pick bins
— normally products are simply replenished and the orders are re-allocated.
Orders held short — that is, for which stock is not available anywhere in the warehouse —
may simply be held and re-allocated when the missing stock is received; re-allocated after
other orders are unallocated to free up stock; or shorted, that is, re-allocated without the
missing products.
For orders held format — that is, for which stock is available somewhere in the warehouse, but
not in the requested packsize or zone — or for orders showing an error status, the cause of the
problem must be identified and corrected. (Troubleshooting these errors is discussed in
Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”.)
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2: ORDER RE-ALLOCATION
Once an initial allocation problem is addressed, re-allocation can be performed in the
following ways:
•
•
Manual re-allocation. If background allocation is not enabled, the dispatcher must re-allocate the orders manually. The dispatcher can re-allocate orders in the following ways:
•
Running various reports to determine the availability of stock for outstanding held
orders, and running the Allocate function again.
•
Skipping the re-allocation step altogether for unallocated or held orders and marking
them to be packed and held, during the waving process. (See “Waving” on page 60).
Automatic re-allocation. If background allocation is enabled, Sage Accpac WMS automatically attempts to re-allocate held orders on a cyclical basis. The system will continually
attempt to re-allocate a sales order until it is successful and marked READY TO WAVE
and a work order until it is successful and marked ASSEMBLY-WAIT REPLEN.
For information on re-allocating orders in Web Dispatch, see Chapter 2, “Processing Sales
Orders” in “Using Web Dispatch”.
R E - A L L O C A T I O N
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KITTING & PACKAGING
The kitting and packaging processes are summarized in the following figure.
Action
Kitters begin to
build kits or
repackage items
1
Order Status
ASSEMBLY BEING BUILT
PKG - BEING
BUILT
Kitter finishes last
kit/packaging
items
2
3
Kitter completes
order and picks
build-to-order kits
into shipping
cartons
4
5
ASSEMBLY COMPLETE
SHIPPED &
UPLOADED
Build-to-stock kits
and packaging
items are moved
into storage bins
Leftover subcomponents are
moved to storage
bins
Kitting and packaging functions are described in Chapter 5, “Kitting and Packaging” of
“Using Sage Accpac WMS Handheld Functions”.
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O F
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1: KIT/PACKAGING ITEM BUILDING
When the required items are moved to the work area, kitters gather the assembly labels, and
begin to build the kits or repackaged items. No processing in Sage Accpac WMS is required at
this point.
2: KIT/PACKAGING ITEM PULLING (OPTIONAL)
If partial quantities of items are moved initially (because, for example, there is not enough
room to store all the items required to build the kits/packaging items), or if some of the
finished goods or packaging items need to be removed from the work area before all kits/
packaging items are complete, a kitter can use the Pull Kitting function to record that some of
the components have been consumed and some of the finished goods/repackaged items built.
The status of a work order becomes ASSEMBLY-BEING BUILT. If a kitter uses the Pull
Kitting function to pull the complete number kits required for the order, but does not finish off
the order, the status of a work order becomes ASSEMBLY-COMPLETE. Normally, however,
if a full quantity of items is moved initially, and the full quantity of kits/packaging items built,
this step may be skipped, and the kitter can finish the kits/packaging items immediately.
3: KIT/PACKAGING ITEM COMPLETION AND KIT PICKING
After kits or packaging items are finished being built, a kitter uses the Pull Kitting or Finish
Kits function to mark the kits/packaging items as complete, and print product labels to affix to
the finished goods. Packaging items and build-to-stock kits are automatically moved to a
temporary system location (by default, this is TRANS_FK), and the orders are automatically
marked as SHIPPED & UPLOADED. When kitters finish build-to-order kits, they
immediately print picking/shipping labels and pick the finished kits into shipping cartons.
(These orders will continue to be processed as regular sales orders according to their end-ofline settings; for more information, see “Shipping” on page 64.)
4: KIT/PACKAGING ITEM PUTAWAY
Warehouse staff must use the Direct Move or Restock function (described in “Putaway” on
page 44) to move build-to-stock kits and packaging items from the temporary system location
to the appropriate bins.
K I T T I N G
&
P A C K A G I N G
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5: COMPONENT PUTAWAY (OPTIONAL)
If there are any leftover products that were initially let down but were not used in the finished
goods or new packages, these will remain in the work area after the kits/packaging items are
finished. In many cases, the warehouse will choose to leave these items in the work area for reuse in other kits/packaging items. In other cases, they are direct-moved back into the
appropriate bins.
REVERSE KITTING FUNCTION
There is a reverse kitting function that supports disassembling final products built from kits in
the warehouse. Reverse kitting is useful if, for example, too many kits were built or if final
products were returned, and you would rather keep component items in stock, instead of
assembled kits. The warehouse staff disassembles the final products into the components items
and quantities, and then they staff can move the products back into overstock or pickbin
locations in the warehouse. Adjustments to inventory are made so that the assembled kits are
moved out and the components are moved in. Described in Chapter 5, “Kitting and
Packaging” of “Using Sage Accpac WMS Handheld Functions”.
WAVING
Waving is the process of grouping allocated sales orders (including transfer sales orders)
together and releasing them to the warehouse floor to be picked. The waving process is
summarized in the following figure:
Action
1
2
6 0
Order Status
System or
dispatcher or
picker waves
order
WAVED
PACK & HOLD
Pickers collect
picking/shipping
labels and
shipping cartons
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1: ORDER WAVING
Waving can be done in one of several ways:
•
Automatically by the system. This method is only used in warehouses that are also using
automatic allocation, and do not have a dispatcher.
•
Manually by the Web dispatcher, through the Wave function, for all picking styles. This is
the most common method, in which the dispatcher groups together orders for picking,
according to various criteria, such as picker workload, picking styles used, order characteristics, etc. The dispatcher can also modify shipping options; assign orders to bills of lading
and/or manifests; consolidate orders together that must be shipped in the same shipment,
where appropriate; select various labels to be printed; and require various end-of-line processes to be performed automatically during picking and shipping, such as the printing of
documentation. For more information on waving orders in Web Dispatch, see Chapter 2,
“Processing Sales Orders” in “Using Web Dispatch”.
•
Through the handheld for normal wave picking (see “Picking & Packing” on page 62),
only in warehouses that have been configured to allow picker waving. In this case, when a
picker waves an order, s/he selects a specific order, or selects each order according to a predefined sequence, determined by characteristics of the order downloaded from the host system (for example, “hot” picks, priority level, date and time required, etc.) Procedures for
waving through the handheld are provided in Chapter 6, “Picking and Packing Orders” of
“Using Sage Accpac WMS Handheld Functions”.
SHIP
When an order is waved, it may be placed into the following statuses:
•
If the order is ready to pick and ship immediately, its status is marked as WAVED.
•
For dispatcher- or system-waved orders only, if configured, if the order is ready to be
partially picked and packed but held for remaining short lines, its status is PACK &
HOLD.
When orders are waved, a wave number is assigned to the group of orders, and a carton/tracktrace number is assigned to each shipping carton in each order, based on the number of cartons
estimated to be required for the order. Picking/shipping labels are automatically printed for the
orders.
W AV I N G
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2: SHIPPING LABEL AND CARTON COLLECTION
Pickers collect the picking/shipping labels from printers assigned to them, or from the dispatch
station, where the dispatcher distributes the labels according to the picking styles used in the
warehouse. If pickers are using a picking style that allows them to pack products into cartons
during the picking process (see “Picking & Packing” on page 62), they also collect the
appropriate number of shipping cartons required for the products and orders in the wave they
will be picking, based on the number of labels or label types printed. For more information on
picking/shipping labels, see “Label and Document Printing” on page 69.
Note:
The dispatcher can unwave, cancel, or suspend a sales order at any time after it has
been waved. For more information, see Chapter 2, “Processing Sales Orders” of
“Using Web Dispatch”.
PICKING & PACKING
The picking and packing process is summarized in the following figure:
Action
Picker begins
picking order
or batch
1
BEING
REPACKED
Picker picks last
item in order, or
packer packs
last item in order
3
CHAPTER
BEING PICKED
Packer begins
repacking
cartons
2
6 2
Order Status
3
S A G E
READY TO SHIP/
RATING/
READY TO UPLOAD
A C C P A C
W M S
P R O C E S S E S
O V E R V I E W
O F
S A G E
A C C P A C
W M S
1: ORDER PICKING
Depending on the picking styles used in the warehouse, picking and packing are often done
simultaneously. In fact, the regular picking style used in Sage Accpac WMS (called wave or
progressive picking), consists of picking items directly into the cartons in which the products
are to be shipped. In other picking styles, items are picked onto a cart or into totes (batch
picking), and are packed in a separate step (see “Order repacking (optional)” on page 63). In
any case, when the picker begins to pick an order or batch, the status of the sales order is
BEING PICKED. During picking, pickers may also perform other functions, such as moving
inventory, printing additional labels, and so on.
Most warehouses have procedures for dealing with the case that a picker encounters missing
products for lines in an order s/he is picking. In some cases, the picker may simply skip or
short the pick, continue to pick the rest of the order, and allow the order to be shipped without
the missing items.
More typically, an order in this condition is suspended. The system may be configured to
suspend the order automatically when the pickers shorts a pick, or this may be a manual
process, whereby the picker alerts the dispatcher, who suspends the order in Web Dispatch.
When the shortage is resolved and the picker is ready to resume picking the order, the
dispatcher unsuspends the order so it can be re-released to the picking floor for completion,
and it returns to the status of BEING PICKED.
Picking functions are described in Chapter 6, “Picking and Packing Orders” of “Using Sage
Accpac WMS Handheld Functions”.
2: ORDER REPACKING (OPTIONAL)
Although Sage Accpac WMS favours a picking style that does not require a separate packing
or repacking step, in some cases it may be more efficient to use a two-step system in which the
picking and packing steps are split into separate processes. In these cases, a separate repacking
step is used which consists of product picking items already collected (through batch picking)
from carts or totes into final shipping cartons. If this step is used, when a packer product picks
the first item into a shipping package, the order’s status reverts to BEING PICKED, or if
configured by an end-of-line option (see “End-of-line processes” on page 64), BEING
REPACKED.
P I C K I N G
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P A C K I N G
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In other cases, already-packed orders may need to be repacked for various reasons, such as
damage to cartons, poor space utilization in the cartons, and so on. These re-packing functions
are described in Chapter 7, “Repacking Orders” of “Using Sage Accpac WMS Handheld
Functions”.
3: END-OF-LINE PROCESSES
SHIP
Once an order is completely picked (and packed), various additional actions may be performed
automatically, such as the printing of carton contents labels, packslips, and other documents,
and even the rating/manifesting of the order by an integrated shipping system (see “Order
rating, error correction, and re-rating (optional)” on page 67). These processes are determined
by an end-of-line configuration that is applied to the order, based on the method used to ship
the order.
Orders are now put into the status of READY TO SHIP or RATING, if any shipping processes
need to be performed, or READY TO UPLOAD if no shipping processes are necessary (for
example, for a pick-up order).
SHIPPING
Shipping processes will vary from warehouse to warehouse, and even from order to order,
depending largely on two factors:
6 4
•
the type of automated shipping system used in the warehouse, and the level of integration
with Sage Accpac WMS, if any;
•
the type of carrier that will be used to ship a given order, and the options configured for
that carrier.
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Regardless of the contributing factors, the shipping process is generalized and summarized in
the following figure.
Action
1
2
Shipper begins
scanning cartons
and/or recording
shipment data
RECORD
SHIPMENT
Shipping system
begins to rate/
manifest cartons
RATING
Manual and
automatic shipping
processes are
completed
3
4
5
Order Status
Shipper adds
cartons to
pallets
READY TO
UPLOAD
WAITING
FOR BOL#
EXTERNAL
Dispatcher
generates BOL
for shipment
An external process
is executed and
shipper marks it
complete
S H I P P I N G
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1: CARTON SCANNING AND/OR SHIPMENT RECORDING
(OPTIONAL)
After orders are completely picked, the cartons are sent to the shipping area, where they are
weighed and scanned with the Carton Shipping function; and/or processed on a non-integrated
shipping system; and/or processed in Sage Accpac WMS with the Record Shipment function.
The Carton Shipping function is used to:
•
Confirm that all cartons for the order have arrived in the shipping area.
•
Weigh the cartons, and trigger rating and manifesting of the cartons by a shipping system,
if one is used.
•
Trigger other end-of-line processes, such as the printing of packslips, and so on.
•
Perform a full-case pick from a zone where a label is printed for each case to be picked.
The Record Shipment function is used to:
SHIP
6 6
•
Manually record shipment information that has been collected from an external, nonintegrated shipping system, or via a manual process.
•
Trigger other end-of-line processes, such as the printing of packslips, and so on.
Both of these steps are optional if an integrated shipping system is used, weights have already
been loaded for all products in an order, and your system is configured to automatically trigger
the rating process directly after the order has been picked. If weights are not recorded for
products, the Carton Shipping function is obligatory. The Carton Shipping function is
described in Chapter 8, “Shipping Orders” of “Using Sage Accpac WMS Handheld
Functions”.
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If a fully integrated shipping system is not being used, warehouse staff may or may not use the
Carton Shipping function to weigh cartons, but will usually use the Record Shipment function
to record order shipment details so that these can be uploaded to the host system. If a fully
integrated shipping system is used, some warehouses still need to use the Record Shipment
function to record shipment details of orders that cannot be processed by the shipping system.
The settings for your implementation, as well as warehouse policy, will determine whether the
Record Shipment step is required for all orders, some orders, or none at all. The Record
Shipment function is described in Chapter 8, “Shipping Orders” of “Using Sage Accpac WMS
Handheld Functions”.
While cartons are being scanned, or shipment information is being recorded, orders are placed
into the status of RECORD SHIPMENT. Once cartons are scanned, the orders are placed in the
status of RATING, if an integrated shipping system is rating the cartons; WAITING BOL#, if a
bill of lading number is required for the order; EXTERNAL, if an external process is required
for the order; or READY TO UPLOAD, if no additional processes are required (this status will
not normally appear if your system is configured to automatically upload picking
confirmations to the host system).
2: ORDER RATING, ERROR CORRECTION, AND RE-RATING
(OPTIONAL)
SHIP
For warehouses that use a fully integrated shipping system, product quantities and weights, as
well as addressee, carrier, and service information, are automatically sent to the shipping
system when the cartons are scanned in the Carton Shipping functions. (Orders may also be
configured by an end-of-line process to be sent to the shipping system automatically after
picking is complete, with no need for carton scanning.) The shipping system information
calculates the actual costs for the cartons, selects the appropriate carrier, if rate shopping is
enabled, and adds the order to a manifest. At this point the order is placed into RATING status.
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If any errors are encountered by the shipping system either before or after cartons are scanned,
warehouse staff must take appropriate action before the orders can be shipped. In some cases,
this may simply involve the dispatcher correcting the errors in the order, or clearing the errors
through Web Dispatch. In other cases, such as missing weights, shippers must use the Carton
Shipping function to weigh the cartons, clear the errors, or re-rate the cartons. These additional
carton shipping functions are described in Chapter 8, “Shipping Orders” of “Using Sage
Accpac WMS Handheld Functions”. When the rating is successful, the order is marked as
WAITING BOL#, if a bill of lading number is required for the order; EXTERNAL, if an
external process is required for the order; or READY TO UPLOAD, if no additional processes
are required.
Note
The dispatcher can override, skip and even perform shipping processes from Web
Dispatch. For more information, see Chapter 2, “Processing Sales Orders” in “Using
Web Dispatch”.
3: PALLET SHIPPING (OPTIONAL)
SHIP
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As many carriers, customers, host systems, or EDI systems only process shipments by pallet,
warehouse staff may need to add cartons to pallets for final shipping, whether the pallets are
actual physical pallets, or other containers identified by “virtual” pallet numbers. To do so,
shippers use the Add to Pallet function to print pallet contents labels and associate cartons with
pallets. This function is described in Chapter 8, “Shipping Orders” of “Using Sage Accpac
WMS Handheld Functions”. End-of-line processes may also be configured to be triggered
when cartons are added to pallets (see “End-of-line processes” on page 64).
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4: BILL OF LADING GENERATION (OPTIONAL)
SHIP
If an order is being shipped by an LTL carrier, and requires a bill of lading to accompany it, the
dispatcher must assign a bill of lading number to the order (this is done through the Ship
action); or print a bill of lading and/or manifest in Web Dispatch (for information on these
functions, see Chapter 2, “Processing Sales Orders” in “Using Web Dispatch”). When the
order has been assigned a BOL number, the status of the order is EXTERNAL, if an external
process is required for the order; or READY TO UPLOAD, if no additional processes are
required. End-of-line processes may also be configured to be triggered when a bill of lading is
generated for an order (see “End-of-line processes” on page 64).
5: EXTERNAL PROCESSING (OPTIONAL)
If an external process is required for an order, such as a quality assurance inspection, the endof-line configuration will require that the order be marked as having undergone this process
before it can be shipped. To confirm that an external process has been performed, warehouse
staff use the Mark External function, as described in Chapter 8, “Shipping Orders” of “Using
Sage Accpac WMS Handheld Functions”. Once this function has been run, the order is placed
in the status of READY TO UPLOAD. End-of-line processes may also be configured to be
triggered when an external process is marked complete (see “End-of-line processes” on
page 64).
LABEL AND DOCUMENT PRINTING
Sage Accpac WMS prints many different standard label types, at all points during the
warehouse process cycle. For each label type, a format is also associated with it, which can be
customized for each warehouse environment. Labels may be printed automatically according
to your Sage Accpac WMS configuration, or manually through handheld printing functions.
These handheld printing functions are described in Chapter 9, “Printing Labels” of “Using
Sage Accpac WMS Handheld Functions”. Furthermore, many handheld functions, such as
receiving, kitting, and putaway, automatically prompt the user to select labels to print, at the
appropriate step of the process.
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Sage Accpac WMS also interfaces with the Crystal Reports application to print paper
packslips, invoices, and other documentation. Sage Accpac WMS also prints other file types,
such as .RTF and .PRN, for invoices. Paper documents are always printed automatically on
laser printers, at the process step determined by the end-of-line configuration used for the
order.
The following table lists the label types and their variants, the point in the process cycle at
which they are printed, and the method by which they are usually generated.
Label/Document
Type
Description
When produced...
How generated...
Bin
Small label containing
human-readable bin
number and barcode.
Affixed to physical bins.
During initial
warehouse setup or at
any other time.
Manually from the
handheld. See
“Printing Bin Labels”
in “Using Sage
Accpac WMS
Handheld Functions”.
Product/UPC
(product unit)
Small (typically 1 x 1¼
inch) label with barcode
and product or UPC/EAN
number and description.
Affixed to product units.
During receiving,
kitting, and
miscellaneous
adjustment functions.
Manually, when
prompted from the
handheld.
During initial
warehouse setup or at
any other time.
Manually from the
handheld. See
“Printing Product
(Unit) Labels” in
“Using Sage Accpac
WMS Handheld
Functions”.
Generic label with barcode
and license plate number.
Affixed to license plates
consisting of multiple units
and/or multiple items.
During receiving,
overstock and
miscellaneous
adjustment functions.
Manually from the
handheld.
License Plate
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Label/Document
Type
Description
When produced...
How generated...
Price ticket
Same as product label, plus
customer-specific
information such as selling
price, comparison prices,
etc. Affixed to product
units or to cartons
containing multiple units
of product.
During picking.
Automatically, if a
specific product/price
label is required for
the order.
Overstock (case of
product)
Generic label (typically 2 x
4 inch) with barcode,
product description and
quantity in package.
Affixed to cartons
containing multiple units
of product.
During receiving,
kitting, and
miscellaneous
adjustment functions.
Manually, when
prompted from the
handheld.
During initial
warehouse setup, or at
any other time.
Manually from the
handheld. See
“Printing Overstock
(Case) Labels” in
“Using Sage Accpac
WMS Handheld
Functions”.
Baggie
Same as overstock label.
Affixed to order shipment
bags or containers
containing multiple units
of products too small to be
labelled.
When order is picked.
Automatically, if
configured or
manually from the
handheld.
SCC-14
UCC-standard 2 x 4-inch
label with barcode, product
description and packsize
(quantity in case). Affixed
to cartons containing
multiple units of product.
At any time.
Manually from the
handheld. See
“Printing SCC-14
Barcode Labels” in
“Using Sage Accpac
WMS Handheld
Functions”.
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Label/Document
Type
Description
When produced...
How generated...
Putaway
2 x 4-inch label with
product description, bin
information and barcodes.
During any putaway
functions (Direct Move
In, Fill Bin, Receiving).
Manually, when
prompted during the
directed putaway
function.
Letdown
2 x 4-inch label with
overstock and pick bin
locations for
replenishment.
When a replenishment
request is generated, by
any means.
Automatically, if
configured.
Assembly/Packaging
6 x 4-inch label listing all
of the items/components in
a kit/packaging item, plus
the work order number,
work area, and finished
product number.
When work order or
packaging order created
in Web Order Entry are
allocated.
Automatically.
When packaging order
created from the
Packaging Report is
allocated.
Manually from the
handheld. See
“Reprinting ASN
SSCC-18 Format
Labels” in “Using
Sage Accpac WMS
Handheld Functions”.
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Label/Document
Type
Description
When produced...
How generated...
Picking/Shipping
A generic or UCCstandard 6 x 4-inch label
with Ship From/To
information, track-trace
number, optional big
number, and other optional
information. Used to direct
pickers, and affixed to
shipping cartons for orders.
Can be printed for cartons,
pallets, or truckloads.
When order is waved
Automatically, if
configured, or
manually, in Web
Dispatch. See
“Understanding and
Modifying Wave
Label Printing
Options” in “Using
Sage Accpac WMS
Handheld Functions”.
For reprints only, at any
time after an order is
waved, or during
Picking, Repacking,
and Add to Pallet
functions, according to
the end-of-line
configuration for the
order.
Automatically, if used.
For reprints only,
during Picking,
Repacking, Carton
Shipping, Add to Pallet
functions, or at end of
shipping process.
Manually from the
handheld. See
“Relabeling Cartons”,
and “Reprinting
Picking/Shipping
Labels” in “Using
Sage Accpac WMS
Handheld Functions”.
See picking/shipping
label above.
See picking/shipping
label above.
Carrier-compliant
picking/shipping
(SCCC-18 format)
Same as picking/shipping
label above, with
additional shipping
information, such as the
carrier, service, and
account number.
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Label/Document
Type
Description
When produced...
How generated...
Customer-compliant
picking/shipping
Same as picking/shipping
label above, but formatted
according to customer
standards. Also used as the
basis of pallet labels,
described below.
See picking/shipping
label above.
See picking/shipping
label above.
During Picking,
Repacking, and Add to
Pallet functions.
Manually, from the
handheld. See
“Adding Cartons to
Pallets” in “Using
Sage Accpac WMS
Handheld Functions”.
Batch pick
A list of items and
quantities to pick for all
orders in a wave. The
picker manually writes in
the quantities picked. Used
to guide pickers in batch
picking.
When order is waved.
Automatically, if
configured, or
manually, in Web
Dispatch. See
“Understanding and
Modifying Wave
Label Printing
Options” in “Using
Sage Accpac WMS
Handheld Functions”.
Pre-packslip
List of items ordered,
quantities picked, and
prices for an order. Can be
used as a packslip if no
items are shorted by the
picker.
When order is waved.
Automatically, if
configured, or
manually, in Web
Dispatch. See
“Understanding and
Modifying Wave
Label Printing
Options” in “Using
Sage Accpac WMS
Handheld Functions”.
(SCCC-18 format)
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Label/Document
Type
Description
When produced...
How generated...
Packing planner
Shows the number of units
and cube totals for each
product class in the order.
Used to help pickers select
carton sizes for order
shipments. This is
especially useful for
companies that have mixed
types of products, where
carton selection needs
more information than
cube. For example, if a
company sells flags and
flagpoles, shipping carton
selection would need to
consider dimensions as
well as cube.
When order is waved.
Automatically, if
configured, or
manually, in Web
Dispatch. See
“Understanding and
Modifying Wave
Label Printing
Options” in “Using
Sage Accpac WMS
Handheld Functions”.
When order is waved.
Automatically, if
configured, or
manually, in Web
Dispatch. See
“Understanding and
Modifying Wave
Label Printing
Options” in “Using
Sage Accpac WMS
Handheld Functions”.
These labels are only
populated if product
classes are defined in the
system configuration.
Pick ticket
A list of products,
quantities, and bin
locations for each order in
a wave. The picker
manually writes in the
quantity picked for each
item. Used to help pickers
make the transition to
electronic picking.
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Label/Document
Type
Description
When produced...
How generated...
Crystal pick ticket
Crystal Reports template,
with a list of products,
quantities, and bin
locations for each order in
a wave. Used for scanner
picking styles.
When order is waved.
Automatically, if
configured, or
manually, in Web
Dispatch. See
“Understanding and
Modifying Wave
Label Printing
Options” in “Using
Sage Accpac WMS
Handheld Functions”.
Packslip
List of items ordered,
quantities picked, and
prices for an order. Affixed
to or placed inside order
shipping cartons.
During Picking,
Repacking, Carton
Shipping, Add to Pallet
functions, or at end of
shipping process,
according to the end-ofline configuration for
the order.
Automatically, if used.
Paper packslip
Crystal Reports template.
Affixed to or placed inside
order shipping cartons.
During Picking,
Repacking, Carton
Shipping, Add to Pallet
functions, or at end of
shipping process,
according to an end-ofline configuration.
Automatically, if used.
During the Carton
Shipping function.
Manually, from the
handheld.
At any time after an
order is picked.
Manually from the
handheld. See
“Reprinting Paper
Packslips” in “Using
Sage Accpac WMS
Handheld Functions”.
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Label/Document
Type
Description
When produced...
How generated...
Carton contents
List of items and quantities
in the carton. Affixed to
order shipment cartons.
During Picking,
Repacking, Carton
Shipping, Add to Pallet
functions, or at end of
shipping process,
according to the end-ofline configuration for
the order.
Automatically, if used.
At any time after order
is picked.
Manually, from the
handheld. See
“Printing Single
Carton Contents
Labels” in “Using
Sage Accpac WMS
Handheld Functions”.
During Picking,
Repacking, Carton
Shipping, Add to Pallet
functions, or at end of
shipping process,
according to the end-ofline configuration for
the order.
Automatically, if used.
At any time after order
is picked.
Manually from the
handheld. See
“Printing Numbered
Carton Contents
Labels” in “Using
Sage Accpac WMS
Handheld Functions”.
Numbered carton
contents
List of items and quantities
in the carton, barcode with
container serial number,
and number of cartons
among total cartons.
Affixed to order shipment
cartons.
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Label/Document
Type
Description
When produced...
How generated...
Carton summary
List of cartons, lines, and
units in an order.
At any time after order
is picked.
Manually from the
handheld. See
“Printing Summary
Labels” in “Using
Sage Accpac WMS
Handheld Functions”.
Pallet (store)
Same as picking/shipping
label but with different
barcode number, which
indicates it is a pallet
instead of a carton. Used
for a shipment addressed to
a single store.
During Picking,
Repacking, and Add to
Pallet functions.
Manually, from the
handheld. See
“Adding Cartons to
Pallets” in “Using
Sage Accpac WMS
Handheld Functions”.
Pallet (mixed)
Same as picking/shipping
label but with different
barcode number, which
indicates it is a pallet
instead of a carton. Used
for a shipment addressed to
multiple stores.
During Picking,
Repacking, and Add to
Pallet functions.
Manually, from the
handheld. See
“Adding Cartons to
Pallets” in “Using
Sage Accpac WMS
Handheld Functions”.
Pallet (truckload)
Same as picking/shipping
label but with different
barcode number, which
indicates it is a pallet
instead of a carton. Used
for a shipment containing a
truckload of the same
product.
During Picking,
Repacking, and Add to
Pallet functions.
Manually, from the
handheld. See
“Adding Cartons to
Pallets” in “Using
Sage Accpac WMS
Handheld Functions”.
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Label/Document
Type
Description
When produced...
How generated...
Placard
Numbered labels
identifying pallets in a an
order, with customer
information.
At any time after order
is picked.
Manually from the
handheld. See
“Printing Placard
Labels” in “Using
Sage Accpac WMS
Handheld Functions”.
RMA
Same as picking/shipping
label but with RMA codes.
Can be used by customers
if they need to return part
of the order.
When cartons are
scanned in Carton
Shipping.
Automatically, if used.
Invoice, Customs
documents, Shipping
worksheet
Crystal Reports template
or other print file.
During Picking,
Repacking, Carton
Shipping, Add to Pallet
functions, or at end of
shipping process,
according to an end-ofline configuration.
Automatically, if used.
Bill of lading
Crystal Reports template
or other print file. Lists the
products and quantities,
and customer PO numbers
for all orders in a shipment.
Used for orders handled by
LTL carriers, or for orders
destined to large retailers
who require this
documentation for
receiving purposes.
After all shipping
processes are
completed.
Manually from Web
Dispatch. See
“Generating Bills of
Lading and
Manifests” in “Using
Sage Accpac WMS
Handheld Functions”.
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Label/Document
Type
Description
When produced...
How generated...
Customer manifest
Crystal Reports template
or other print file. Lists the
products and quantities,
and customer PO numbers
for all orders in a shipment.
Used for orders handled by
LTL carriers, or for orders
destined for large retailers
who require this
documentation for
receiving purposes.
After all shipping
processes are
completed.
Manually from Web
Dispatch. See
“Generating Bills of
Lading and
Manifests” in “Using
Sage Accpac WMS
Handheld Functions”.
ASN SSCC-18
Vendor created SSCC-18
shipping labels for cartons
that your warehouse
receives from this vendor.
Each carton label is
unique. When these labels
are created, the carton
information is captured in
your Sage Accpac WMS
database so that the labels
can be read in your
warehouse when the
cartons arrive.
By vendor when
preparing the cartons
for outbound shipment
Manually from the
Sage Accpac WMS
Vendor Portal.
Can be reprinted during
receiving in your
warehouse.
Manually from the
handheld during
receiving in your
warehouse.
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The physical printers on which Sage Accpac WMS labels and paper documents are printed are
determined by Sage Accpac WMS logical printers. While physical printers are identified by a
number that is assigned during setup to each printer (label printers are numbered from 1 to 24;
laser printers are numbered from 1 to 20), logical printers are defined according to the function
they perform; that is, the types of labels or files they print. The following table lists Sage
Accpac WMS’s logical printers and indicates the labels that each printer handles.
Logical Printer
Labels Printed
Bin labels
Bin labels
License plates
Product/UPC
Product/UPC labels
Price tickets
Replenishment
Letdown tickets
Receiving
Overstock labels
SCC-14 labels
Putaway labels
Baggie labels
ASN SSCC-18 (reprint only)
Packing
All Crystal Reports or other document files, including
Crystal pick tickets, paper packslips, pallet placard labels,
bills of lading, and manifests.
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Logical Printer
Labels Printed
Picking
Assembly labels
Picking/shipping labels
Carrier-compliant picking/shipping labels
Customer-compliant picking/shipping labels
Pallet labels
Batch pick labels
Pre-packslip labels
Packing planner labels
Pick tickets
Baggie labels
Shipping
Packslip labels
Carton contents labels
Numbered (N/M) contents labels
Carton summary labels
Order placard labels
RMA labels
Picking/shipping labels (reprint only)
Carrier-compliant picking/shipping labels (reprint only)
In the system configuration, logical printers are mapped to physical printers as global defaults
or according to user ID, so that the printers to which print jobs are sent are determined by the
users currently logged on.
However, dispatchers and handheld users can also change the pre-set mappings on-the-fly
when printing specific labels. For information on printer reassignment from the handheld, see
Chapter 9, “Printing Labels” of “Using Sage Accpac WMS Handheld Functions”. For
information on printer assignment from Web Dispatch, see “Understanding and Modifying
Wave Label Printing Options” and “Understanding and Modifying the Assembly Label
Printing Option” of “Using Web Dispatch”.
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WAREHOUSE/SITE TRANSFER
LOC
The warehouse transfer function lets you request the transfer of products from one warehouse
site to another warehouse site, via a transit site. Sage Accpac WMS tracks the movement of
goods out of the from warehouse, en route through a transit warehouse (for example, on the
‘water’, on the ‘road’, or in a temporary location), arriving at the to warehouse. The warehouse
transfer function can also be used to support products sent out on consignment; for example,
products are transferred from site A to another site on consignment, expecting the goods to be
returned to site A. In this case, site A is both the ‘to’ and ‘from’ warehouse and the
consignment site is the transit warehouse.
The warehouse transfer functionality uses transfer sales orders followed by transfer purchase
orders to request and track the transfer of products from one site to another. This two-step
transfer function mirrors the physical process of transferring product out of one warehouse and
into another warehouse.
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The warehouse transfer process is summarized as follows:
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1: TRANSFER SALES ORDER
Transfer sales orders initiate the warehouse transfer. They can be downloaded from the host
system or they can be entered in Web Dispatch:
O/E
•
Transfer orders that are downloaded from the host are sales orders with
“sales order type” = “transfer”, and fields containing the from, to and transit warehouse
information.
•
You can create transfer orders using the Order Entry function in Web Dispatch.
The transfer sales order is used to pick and pack the items that will be shipped out of the ‘from’
warehouse. Transfer sales orders are processed similar to regular sales orders, except that
when the transfer sales order is shipped out (to the transit warehouse), MT/SM (stock move
miscellaneous transactions) or ST records are uploaded to the host. PC (pick confirmation)
records are not uploaded to the host when a transfer sales order is completed.
2: TRANSFER PURCHASE ORDER
Your system can create a transfer purchase order automatically, or you can create a transfer
purchase order manually:
•
If configured to create a transfer purchase order automatically, when the transfer sales
orders is shipped out of the ‘from’ warehouse (to the transit warehouse) and uploaded to
the host, Sage Accpac WMS automatically creates a transfer purchase order with the same
number as the transfer sales order. The transfer purchase order created results in
‘destruction’ of the transfer sales order, so that only one document for the transfer can
exist at any one time.
•
If configured to create a transfer purchase order manually, you can use the Create Transfer
PO function on the handheld.
The transfer purchase order is used to receive the goods into the ‘to’ warehouse. Transfer
purchase orders are processed similar to regular purchase orders, except that when the transfer
purchase order is received (from the transit warehouse), MT/SM (stock move miscellaneous
transactions) or ST records are uploaded to the host. RC (receipt confirmation) records are not
uploaded to the host when a transfer purchase order is completed.
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NON-INTEGRATED (NON-SAGE ACCPAC WMS)
WAREHOUSE SUPPORT
There are occasions when transfers are made to/from non-Sage Accpac WMS-controlled
warehouses, or the non-Sage Accpac WMS-controlled warehouse is the transit warehouse (for
example, a ship, rail car or truck). Warehouse transfers to/from non-Sage Accpac WMScontrolled warehouses are created and downloaded the same as transfers between Sage Accpac
WMS warehouses. However, processing the transfers in Sage Accpac WMS is as follows:
•
When a transfer is made from a non-Sage Accpac WMS warehouse, Sage Accpac WMS
creates an auto-pick and then auto-uploads a MT/SM (or ST) record to update the
inventory.
•
When a transfer is made to a non-Sage Accpac WMS warehouse, Sage Accpac WMS
creates an auto-receive and then auto-uploads a MT/SM (or ST) record to update the
inventory.
TRANSFER CONFIRMATION RECORDS
To control the timing of uploading transfer orders to the host, a transfer confirmation (XC)
record is sent when the last MT/SM (or ST) record has been written for the transfer order.
For a two-step transfer, there is an XC record when the picking side is complete and another
XC record when the receiving side is complete. The XC records for the transfers remain in
queue until manually posted, so the timing of posting to the host can be controlled. This is
especially useful when involving non-Sage Accpac WMS-controlled warehouses in the
transfer operation.
The transfer order number is contained in the MT/SM (or ST) records and is used for grouping
inventory transactions related to a single transfer order.
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INVENTORY CONTROL
Inventory control tasks include the following:
•
Counting inventory
Counting inventory can consist of a full stock count, usually performed at initial setup and
then on a perennial basis; or of cycle counts of sections of the warehouse, which are
performed on a continuous basis. Cycle and full inventory counting functions are
described in Chapter 10, “Counting Inventory”of “Using Sage Accpac WMS Handheld
Functions”.
•
Adjusting inventory
If your system is configured to use miscellaneous transactions, warehouse staff can use
the Miscellaneous Adjustments function to account for changes to physical inventory that
are not initiated by the host system, such as damage to goods, front counter sales,
unforeseen item returns, and so on. The Miscellaneous Adjustments function is described
in Chapter 11, “Adjusting Inventory” of “Using Sage Accpac WMS Handheld Functions”.
WAREHOUSE & PRODUCT MAINTENANCE
Warehouse and product maintenance functions may be performed at any point in the process
cycle, by a supervisor or lead warehouse operator on the handheld, and, in some cases, by the
dispatcher in Web Dispatch. These functions include the following:
•
Adding, modifying, and deleting products from the system. This can be done through the
Product Maintenance handheld function, or in Web Dispatch.
KIT
•
Adding, modifying, and deleting kits from the system. This is done through Web
Dispatch.
PACK
•
Adding, modifying, and deleting packaging items from the system. This is done through
Web Dispatch.
I N V EN T O R Y
C O N T R O L
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•
For warehouses that use sticky homes, assigning or re-assigning products to pick bins, if
necessary, through the Pickslots function on the handheld.
•
Modifying default packsizes. This can be done through the Product Maintenance or
Formal Packsizes handheld functions, or in Web Dispatch.
•
For warehouses that use the min/max advance replenishment method (see
“Replenishment” on page 53), setting minimum and maximum replenishment levels,
through the Replenish Levels or Pickslots handheld functions.
•
Creating product cross-references, through the Product Xref handheld function.
All handheld maintenance functions are described in Chapter 12, “Warehouse And Product
Maintenance” of “Using Sage Accpac WMS Handheld Functions”. Web Dispatch
maintenance functions are described in Chapter 10, “Editing Orders and Warehouse Data” in
“Using Web Dispatch”.
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GLOSSARY
A
ABC CODE
A code that specifies the total sales value of a product, calculated as the average number of
units picked per day, times the unit cost. A, B, and C correspond to high-, medium-, and lowvalue product groupings, respectively. The code is calculated by the Calculate Demand
Requirements function in RFBase on a nightly basis, and assigned to all products, according to
location. See also reach code.
ABC COUNTING
The process of cycle counting products according to their A, B, or C groupings (see above).
ADJUSTMENT
A change (increase or decrease) in inventory, made as a result of a process other than receiving
or picking. Adjustments can be made in two directions: as computer adjustments from the host
system to Sage Accpac WMS, and as miscellaneous adjustments from Sage Accpac WMS to
the host system. See also miscellaneous adjustment.
ADD TO PALLET
A handheld function that associates a shipping carton or cartons with a real or virtual pallet.
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ADVANCE REPLENISHMENT
The process of requesting that inventory be replenished from overstock bins to pick bins
before the products are actually required to fill sales orders. (Compare with hot
replenishment). Warehouses will be configured to use of one two types of advance
replenishment: min/max, or days on hand. Min/max replenishment is based on a predefined
minimum quantity of product that must be in pick bins. Days on hand replenishment is based
on a defined minimum number of days that the product must be available in pick bins. When a
dispatcher runs the Advance Replenishment function in Web Dispatch, the system issues
replenishment requests for any bins that are found to be below this minimum. Advance
replenishment may be based on the minimum quantities of a product that should be stored in a
bin, or by the minimum number of days that a product should be on hand in a bin. Advance
replenishment may be based on the minimum quantities of a product that should be stored in a
bin, or by the minimum number of days that a product should be on hand in a bin.
ALERT
A way of restricting the display of orders in the main tables of the Orders and Receiving
modules in Web Dispatch, so that only orders of an urgent nature are shown. Alerts are
custom-configured for your warehouse.
ALLOCATION
The process of assigning quantities of stock from pick bins to fill sales orders. In Sage Accpac
WMS, orders are allocated automatically when sales orders are received from an accounting
system, or when a dispatcher runs the Allocate function in Web Dispatch.
ASN
Advance Ship Notice. An EDI (electronic data interchange) transaction sent to a recipient in
advance of a shipment, which lists the shipment’s contents and delivery information.
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ASN RECEIVING
ASN receiving is an efficient way of receiving and checking-in goods by simply scanning the
track-trace numbers on the cartons. ASN receiving requires shipping labels created using the
Sage Accpac WMS Vendor Portal. Since these are labels created by the Vendor Portal, Sage
Accpac WMS can identify the all the information about the contents of the carton from the
track-trace number.
ASN SSCC-18
ASN Track-Trace (SSCC-18) numbers/labels printed by your suppliers/vendors using Sage
Accpac WMS Vendor Portal. When SSCC-18 labels are generated through the Sage Accpac
WMS Vendor Portal, your Sage Accpac WMS database captures all the required information
for each carton, providing your Sage Accpac WMS with an electronic notification of the
inbound shipments and it contents, similar to receiving an ASN EDI.
ASSEMBLY
See kit.
ASSEMBLY LABEL
A label listing the products, quantities, and work area for kits to be built. Assembly labels are
automatically printed when kit orders are allocated.
ASSIGN PICKBINS
A handheld function that assigns products to sticky homes. This function is also known as
Pickslots.
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ATTRIBUTE
A characteristic of a product that differentiates it from other products of the same type. Most
commonly used attributes include the lot number, serial number, color, size, and so on. A nonunique attribute is an attribute that can apply to multiple units of the same product, such as a
lot number. A unique attribute is an attribute that is different for each unit of a product, such as
a serial number. The attribute number appears in a field after the main product number,
separated by a character delimiter such as a slash (/).
B
BACK ORDER
An additional order generated for products that are missing on purchase or sales orders.
BATCHPCK
A temporary virtual bin used by Sage Accpac WMS to identify stock that has been batch
picked and is waiting to be packed into cartons. See also system location.
BATCH PICKING
A process in which pickers pick all the products required for multiple orders before packing
the products into shipping cartons. Often used in conjunction with product picking; see
product picking.
BIG NUMBER
A number from 1 to 99 printed in large type on picking/shipping labels, to help identify
multiple cartons in an order during picking.
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BIN
A bar-coded location in a warehouse where a product is stored. Also referred to as a pickbin,
slot, or pickslot.
BIN LABEL
A barcoded label attached to a storage bin, with a human-readable number also printed on it.
BIN TYPE
A designation applied to groups of bins, which determines the kinds of products that can be
stored in them. The bin types are: dedicated (D), which can store only a single product in a
single packsize; non-dedicated (N), which can store multiple products, each in a single
packsize; random (R), which can store a single product in multiple packsizes, and carton (C),
which can store multiple products in multiple packsizes. D, N, and R bins are used for picking,
while C bins are used for storing bulk quantities of product.
BOL
Bill of Lading. A document containing an itemized list of goods contained in a shipment,
provided by a carrier on behalf of a supplier and used to acknowledge receipt by a recipient.
Web Dispatch can create a bill of lading, which is printed as a Crystal Report file.
BOOK QUANTITY
The amount of product the system expects to find in a bin. Compare with count quantity.
BUILD-TO-ORDER
A type of kit order in which the finished goods — typically, special-order or customized goods
— are shipped to a customer as soon as the kits are built. When the inventory is updated, the
kit items are shown as picked products.
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BUILD-TO-STOCK
A type of kit order in which the kits are returned to inventory as new products when they are
built. When the inventory is updated for build-to-stock kit orders, the kit items are shown as
miscellaneous adjustments.
BUILD KITS
A handheld function that creates a build-to-stock work order.
BULK
See overstock.
C
CALCULATE DEMAND REQUIREMENTS
A function in RFBase that calculates the velocity of every product in every location, based on
the number of picks uploaded during the previous month. The function calculates days on hand
values used in directed putaway and advance replenishment (number of units picked); reach
codes (number of lines picked); size codes (number of lines picked times cube); and ABC
codes (number of units picked times unit cost). See also ABC code, advance replenishment,
reach code, size code.
CARRIER
An external commercial party that transports a shipment.
CARTON
A container (typically a cardboard box) in which products may be received, or into which an
order is packed.
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CARTON BIN
A bin normally used to store bulk quantities of products. Picking is not normally performed
from carton bins.
CARTON NUMBER
A 9-digit number used to identify a shipping carton in an order, and printed and barcoded on
picking/shipping labels. This number is part of a SSCC-18 track-trace number, and begins with
1000…See also track-trace number.
CARTON PICKING
The process of picking full caseloads of products from overstock bins for shipment to
customers. Carton picking is usually accomplished without the handheld, but with the help of a
printed ticket listing the products required, and their bin locations.
CARTON RECEIVING
The process of receiving products into the warehouse by full caseloads rather than by units.
CARTON SHIPPING
A handheld function that weighs shipping cartons, exchanges data with an integrated shipping
system, displays any special messages to the user, and reports the cartons’ shipping status. It is
also used to record full-case picks performed without a handheld.
CLIENT
In a third-party logistics or multi-company operation, the owner of the products. The client
name (or number) is identified in the first attribute field of the product number.
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COMPLIANCE LABEL
A type of picking/shipping label that conforms to major retailers' standards for format, size,
and barcode length/type.
CONSOLE
A character-based user interface used by computers and other electronic hardware. In Sage
Accpac WMS, it is the RFBase interface that administrators can use on a PC to access Sage
Accpac WMS warehousing functions.
CONSOLIDATION
Stock consolidation allows stock with different receipt dates, from different purchase orders, or
with other different attributes, to be stored in the same bin together. Order consolidation allows
picked orders for the same customer and shipping address to be combined into a single
shipment to take advantage of reduced shipping rates.
CONSOLIDATION NUMBER
A unique number applied to several orders that have been consolidated into a single shipment
by a shipping system. This number can also be applied to orders in the Web Dispatch. See also
track-trace number.
CONTAINER RECEIVING
The process of receiving products into the warehouse according to the container in which
multiple purchase orders from the same vendor have been shipped together. Compare with PO
receiving.
CONTENTS LABEL
A shipping label attached to a shipping carton, listing the products contained within.
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COUNT QUANTITY
The actual number of products in a bin. Compare with book quantity.
COURIER MANIFEST
See manifest.
CROSS DOCKING
Cross docking is a process whereby products arriving at the warehouse are unloaded and
immediately sent out to fulfill waiting sales orders. Cross-docking operations may require a
staging areas where inbound products are sorted, but otherwise the need for warehouse
processing and storage is eliminated.
CROSS-REFERENCE
An alternate number, usually a barcode, that can be used to identify a product in Sage Accpac
WMS handheld functions. A cross-reference is usually the SKU used by the vendor of the
product.
CUBE
The measurement of a product, based on the three dimensions of a product: height, width, and
depth. Sage Accpac WMS records products’ cubes to help the warehouse estimate the space
required in storage bins, shipping cartons, and delivery trucks. The cube can be pre-loaded (for
example from data provided by the manufacturer) or it can be added at receiving the first time
the item is received. Sage Accpac WMS keeps cube for a packsize of 1, and multiplies up for
larger pack sizes. The unit of measure is arbitrary but must be the same for all items in the
inventory. Most companies use cubic feet as that is what the carriers are expecting.
The cube of an order is the sum of the values in the cube field for each item (times the
quantity) on the order.
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CUSTOMER MANIFEST
See manifest.
CYCLE COUNT
The process of counting inventory in bins on a regular basis, such as weekly. Cycle counting is
usually performed on selected ranges of bins at a time, and may be done concurrently with
other warehousing activities. Compare with full count.
D
DAYS ON HAND
The number of days the system expects a product to be available in the warehouse, based on
the product’s velocity calculation. See also velocity.
DAYS ON HAND REPLENISHMENT
See advance replenishment.
DEDICATED BIN
A pick bin in which only one product, in one packsize, may be stored.
DIRECT MOVE
A handheld function for moving inventory within the warehouse. Direct Move usually consists
of two separate steps to move products out of one bin and into another.
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DIRECTED PUTAWAY
A feature that allows a putaway driver to search for an appropriate bin to which to move a
product during Receiving, Fill Bins, and Direct Move functions. Suggestions provided to the
user are based on empty bins, or current bin locations.
D-N-R BINS
Dedicated, non-dedicated, or random bins. These bins are usually designated as pick bins, as
opposed to carton (C) bins, which are used for storage of bulk product only.
DOWNLOAD
The transfer of information from the host system to Sage Accpac WMS.
E
EAN
European Article Number. A Europe-based organization that maintains international barcoding
standards, in cooperation with the UCC. See also UCC™.
EDI
Electronic Data Interchange. A system for transmitting information between trading partners
over private computer networks.
END-OF-LINE
A set of automatic processes that are to be executed once a sales order is picked, including the
printing of labels or other documents, the triggering of integrated shipping system processes,
and other functions.
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EXTENDED PRODUCT
A product that uses attributes, such as lot numbers. See also attribute.
F
FIFO
First-in-first-out. A method of stock rotation, in which the first items to be received are the first
ones to be picked/shipped. Compare with LIFO.
FILL BINS
A handheld replenishment function that moves products let down from overstock bins into
pick bins. See also Letdown Stock.
EXTENDED PRODUCT
A product with attribute modifiers. For example, product LF60011/A1101 is a product with lot
numbers, where A1101 is the lot number.
FILTER
A way of restricting the display of orders in the main tables of the Orders and Receiving
modules in Web Dispatch, so that only orders of an urgent nature are shown. Filters must be
custom-configured for your warehouse.
FULL COUNT
The process of physically counting all bins in a warehouse. Full counts are usually performed
on a yearly basis, and require that the system be shut down. Compare with cycle count.
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FULL-SIDE LABELING
See labeling patterns.
H
HANDLE
A name applied to an order or group of orders to help a user more easily identify and search for
them in Web Dispatch.
HANDLE CODE
A code that specifies how a product is to be handled. For example, a common handle code is
“hazmat” for hazardous materials. Handle codes may be defined for bins in the RULES table
to ensure that products are stored in the appropriate bins.
HOST SYSTEM
The computer accounting/financial/order-entry system that exchanges data with Sage Accpac
WMS. Examples of host systems are ACCPAC, Microsoft Great Plains, Best MAS 90/200/
500.
HOT PICK
An order marked to be picked before all of the other orders in the system.
HOT REPLENISHMENT
A process of requesting that inventory be replenished to pick bins to meet current sales order
requirements. Hot replenishment requests are issued automatically when a sales order is
allocated and held for replenishment. Compare with advance replenishment.
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I
INTERFACE
A software that allows information to be transferred between a host system and Sage Accpac
WMS.
K
KIT
A product composed of a number of other products, sold as a single unit. Also known as an
assembly.
KIT-ON-THE-FLY
A work order created on the host system that is automatically exploded into component parts
when it is downloaded into Sage Accpac WMS. The component parts are then picked as in a
regular sales order, and no kitting processes are required. Also known as “explode-ondownload”.
KITTING
The process of collecting and assembling individual products together to create a new, saleable
product unit.
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L
LABELING PATTERNS
A method of labeling bins in the warehouse that determines the alpha/numeric sequence of the
bins. The two common labeling patterns are: full side, in which bins are labeled sequentially
lengthwise down the side of an aisle, and continue on the other side of the aisle; and
serpentine, in which bins are labeled sequentially widthwise from side to side in an aisle, in a
zigzag fashion. Labeling patterns have a great impact on how picking is performed in the
warehouse.
LETDOWN STOCK
The handheld replenishment function that removes stock from overstock bins, eventually to be
moved to pick bins. See also Fill Bins.
LIFO
Last-in-first-out. A method of stock rotation, in which the last items to be received are the first
ones to be picked/shipped. Compare with FIFO.
LICENSE PLATE
A license plate is a unique number from 9-20 characters, which is associated with specific
products in a specific bin. License plates provide an effective way of grouping together
products, and identifying and tracking those products in the warehouse.
LOCATION
A physical building, such as a depot or warehouse, in your distribution centre. A single Sage
Accpac WMS installation may be used to manage multiple locations. Compare with
warehouse.
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LOGICAL PRINTER
A printer identified by its function, that is, the types of labels it prints. The logical printers in
Sage Accpac WMS are Product/UPC, Receiving, Bin Labels, Picking, Packing, and Shipping.
LTL
Less-than-truckload. A small shipment that does not fill the truck, or a shipment of sufficient
weight to qualify for a truckload quantity discount.
M
MANIFEST
A document that lists in detail all the bills of lading issued by a carrier for a specific voyage,
with a detailed summary of the total cargo of a vessel. A courier manifest lists all the cartons
picked up by a carrier. A trailing, customer, or store manifest lists all the cartons being shipped
to a customer, and the purchase orders with which they are associated.
MANIFESTING
The process of adding orders/shipments to a carrier or customer manifest.
MARK EXTERNAL
A handheld function that marks a shipment as having completed an external process, and ready
to go out the door. The external process is usually a manual process, such as a quality
assurance inspection.
MEMO
See miscellaneous adjustment.
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MIN/MAX LEVELS
See replenishment levels.
MIN/MAX REPLENISHMENT
See advance replenishment.
MISCELLANEOUS ADJUSTMENT
A change made to the inventory to reflect additions or removals of stock from the warehouse
for various reasons other than picking or receiving. In Sage Accpac WMS there are several
categories of adjustments, which may or may not update the inventory of the host system as
well.
MISCELLANEOUS TRANSACTION (MT) RECORD
The data that is uploaded to the host system whenever a miscellaneous adjustment, cycle
count, non-PO receipt, memo or other miscellaneous transaction that is configured to notify
the host system, is performed in the warehouse. For transactions that affect the inventory
count, a negative or positive quantity is noted for the relevant product(s).
MIXED PALLET
See pallet.
N
NON-DEDICATED BIN
A pick bin which can store multiple products, but each product must only be stored in a single
packsize.
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NON-PO RECEIVING
The process of receiving products into the warehouse that do not appear on a purchase order.
Compare with PO receiving.
NUKE
A Web Dispatch action that removes a sales order from the normal processing sequence, by
either marking it complete, or deleting it from the system.
O
ONE-STEP DIRECT MOVE
A handheld function that allows warehouse staff to move stock out of one bin and into another
in a single step.
ONE-SCAN PICKING
An “extreme” method of picking in which pickers only need to scan a single carton in an order,
without scanning products or identifying quantities picked. The single scan marks the order as
picked.
ONE-STEP PUTAWAY
See One-Step Direct Move.
ONE-STEP REPLENISHMENT
A handheld function that allows warehouse staff to let down stock and fill bins in a single step.
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ORDER PICKING
A picking method in which pickers pick all of the products for one order at a time, rather than
for all orders in a wave simultaneously.
OVERSTOCK
An area in the warehouse in which products in bulk quantities are stored. See also carton bin.
OVERSTOCK LABEL
A barcoded label affixed to a bulk case of products, listing the product and quantities
contained within. Used for identification within the warehouse.
P
PACK AND HOLD
A Web Dispatch operation that releases a partially-allocated order to allow the available items
to be picked, while waiting for the missing items to become available.
PACKAGING
The process of repackaging units into larger packsizes for sale to customers, according to the
calculated velocity of each formal packsize. The packaging handheld processes are the same as
those used for kitting. See also velocity, packsize.
PACKAGING ITEM
A product defined in the Sage Accpac WMS database that can be a candidate for packaging
orders.
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PACKAGING ORDER
An order that specifies the packsizes and quantities to build of a packaging item. Packaging
orders are created in Web Dispatch.
PACKING
The process of putting products into cartons or totes for shipping.
PACKLANE
The number given to a laser printer used by Sage Accpac WMS to print Crystal Report files.
The number may or may not correspond to an actual packing lane in the warehouse.
PACKSIZE
The number of product units in a saleable package. Sage Accpac WMS supports up to five
default or formal packsizes, plus an infinite number of additional sizes. Also known as Q per
P.
PACKSLIP
A paper list that itemizes, by carton, the products that have been picked and packed for an
order. Also used in Sage Accpac WMS to refer to a sales order.
PALLET
A wood or plastic platform on which products are stored, and which normally has slots in
which the forks of a forklift can be inserted. In Sage Accpac WMS, a pallet may or may not
correspond to a physical pallet, but may simply refer to a collection of multiple products or
cartons of products. Sage Accpac WMS distinguishes between three types of pallets used for
shipping purposes: store, addressed to a single customer location; mixed, addressed to multiple
locations for the same customer; and truckload, containing a truckload quantity of a single
product.
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PALLET MOVE
A handheld function that moves multiple products simultaneously within the warehouse.
PERMISSION
The ability to access a particular handheld or Web Dispatch function, as defined by
configuration rules. There are over forty different permissions in Sage Accpac WMS that
control access to various functions. See also privilege level.
PICK
A single line on a sales order.
PICK BIN
A bin from which products may be picked to fill sales orders. Also referred to as a D-N-R
location. Compare with carton bin.
PICK CONFIRMATION (PC) RECORD
The data that is uploaded from Sage Accpac WMS to the host system once a sales or kit order
has been completely picked and shipped. Besides picking quantities, the record contains any
shipping information that has been obtained for the order.
PICKING
The process of removing products from bins to fill sales orders. In Sage Accpac WMS,
products are normally picked and packed into shipping cartons simultaneously. The basic
process consists of being directed to the bin to pick a product, scanning the product’s barcode
label, scanning the picking/shipping label of the carton into which the product was packed, and
entering a quantity picked. Many variations of this process are supported as different picking
styles.
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PICK TICKET
A label or paper document that itemizes the products to be picked and packed for an order.
PICKING/SHIPPING LABEL
A barcoded label generated by Sage Accpac WMS to be affixed to shipping cartons in an
order. Picking/shipping labels are normally generated for each carton in an order, and are
scanned during the picking process and various other handheld functions. Picking/shipping
labels may also be carrier- or customer-compliant, or follow the SSCC-18 standard.
PICKSLOT
See pick bin.
PICKSLOTS
See Assign Pickbins.
PICKUP NUMBER
See shipment number.
PIVOT
A way of organizing the data displayed in the main orders tables of the Orders and Receiving
modules in Web Dispatch, according to various criteria.
PLACARD LABEL
A shipping label or paper document attached to pallet-load shipments, listing the products and
quantities contained on the pallet.
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PO RECEIVING
The process of receiving products into the warehouse according to the purchase orders on
which they appear. Compare with non-PO receiving.
PRICE TICKET
A label affixed to a product unit during picking that includes the item’s retail price.
PRINT REDIRECT
A handheld function that allows users to send print jobs to another label printer or laser printer
in the warehouse for as long as they are logged on to Sage Accpac WMS. See also logical
printer.
PRIORITY
A number from 1 to 9 assigned to sales or work orders, to indicate the sequence in which they
should be processed. Nine is the highest priority; zero is the lowest.
PRIVILEGE LEVEL
A set of permissions assigned to a user to control the handheld or Web Dispatch functions that
s/he can access. Up to nine different privilege levels may be configured for your system.
PROCESS FLAG
A step required to be performed for a sales order according to an end-of-line configuration.
See also end-of-line.
PROCESS STEP
The status of a sales, kit, or purchase order, as it is processed through the warehouse.
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PRODUCT LABEL
A barcoded label affixed to a product unit, usually including its number or SKU, and UPC.
PRODUCT MAINTENANCE
A handheld function that allows products to be added, modified, and deleted.
PRODUCT PICKING
A picking method in which the picker tells the system which product s/he wants to pick, and
then enters the carton number and quantity for the product. Often used in conjunction with
batch picking; see batch picking.
PULL KITTING
A handheld function that identifies the quantities of kits built and may close out a kit order for
upload to the host system.
PUTAWAY
The process of moving received or returned goods to a storage area.
PUTAWAY TICKET
A printed label that identifies products, quantities and the bin locations to which they should
be put away. This label can be printed during directed putaway in the Receiving, Fill Bins, and
Direct Move functions on the handheld.
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Q
Q PER P
Quantity per pack. See packsize.
QUICK CONTAINER RECEIVING
Quick container receiving is a efficient way of receiving containers into the warehouse. The
receiver can check in an entire container or purchase order with one scan, rather than going
through all the products in the shipment.
R
RANDOM BIN
A pick bin that stores a single product in multiple packsizes.
RANDOM RECEIVING
When products, or groups of products, arrive at the warehouse, you can receive the products
against any open purchase order.
RANDOM SLOTTING
A stock rotation method in which products do not need to be stored in the same bins over time.
Instead, the system determines the best bin for products according to various criteria. Also
known as pick-to-empty.
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RATE SHOPPING
A feature offered by integrated shipping systems, which determines the carrier and service
level for a shipment by searching for the lowest rate among all carriers defined in the system.
RATING
The process of applying the shipping cost to a carton. If an integrated shipping system is used,
it automatically determines the cost of each carton in an order. Otherwise the rate must be
entered into Sage Accpac WMS manually.
REACH CODE
A code that specifies the height of bins, with codes of A, B, and C designating easily-reachable
bins used for faster-selling products, medium-accessibility bins for medium-selling products,
and more difficult-to-reach bins used for slower-selling products, respectively. Reach code is
calculated as the average number of lines picked per day for each packsize of a product for the
previous month, by the Calculate Demand Requirements function in RFBase. A code of A, B,
or C is assigned to each product/packsize in each location. (Note that the reach code for a
given product may be different from its size code and ABC code.) Reach codes may be defined
for bins in the RULES table to ensure that products are stored in the appropriate bins. See also
velocity, ABC code, size code.
RECEIPT CONFIRMATION (RC) RECORD
The data that is uploaded from Sage Accpac WMS to the host system once a purchase order
has been received and closed. The record contains the products and quantities that were
actually received.
RECORD SHIPMENT
A handheld function that allows the user to manually record various details pertaining to order
shipments. This information may or may not be obtained from a non-integrated shipping
system.
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RECOUNT
The process of recounting specific bins that showed discrepancies between the quantity of
product reported by a user during a full count, and the quantity the system expected to find in
the bin. See also full count.
REPACKING
The process of moving part, or all, of the contents of a packed carton into a different or
additional cartons for shipping.
REPLENIS
A temporary virtual bin used by Sage Accpac WMS to identify stock that has been let down
from overstock and is ready to be moved into pick bins. See also system location.
REPLENISHMENT
The process of moving stock from bulk storage to pick bins, to ensure that sufficient stock is
available to fill sales orders. Replenishment normally consists of two separate steps to let
down products from overstock and fill pick bins. See also advance replenishment and hot
replenishment.
REPLENISHMENT GROUP
A set of replenishment requests that have been grouped together by the Web dispatcher during
allocation, and that are identified by the name assigned to the group. The groups are displayed
in the Letdown Stock by Bulk Location function on the handheld. By default, advance
replenishment requests are assigned to the group ADVANCE, and replenishment requests for
kit orders are assigned to a group identified by the work order number.
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REPLENISHMENT LEVELS
Minimum and maximum quantities defined for each product for specific pick bins, or for all
pick bins in the warehouse. These levels determine whether the bins need to be replenished
when the Advance Replenishment function is run in Web Dispatch, and the amount of stock
that needs to be replenished. Replenishment levels are set by the Replenish Levels or Assign
Pickbins handheld functions.
REPLENISHMENT REQUEST
A system-issued request for stock to be let down from overstock and moved to pick bins.
Replenishment requests are always generated electronically in the following circumstances:
when allocation is run in Web Dispatch and sales orders require product from overstock; when
work orders are allocated; when the advance replenishment function is run in Web Dispatch;
and when a user creates a replenishment request from the handheld. When a replenishment
request is generated, letdown tickets, which list the products, quantities, and overstock bins
from which the stock is to be moved, may also be printed automatically.
RESERVING STOCK
The process of marking stock as unavailable to be allocated to sales orders. Reserving stock
can only be done through the handheld by a user with privileges.
REVERSE KITTING
Reverse kitting is a function that lets you disassemble kits that were built previously using
Sage Accpac WMS kitting.
REVERSE PICKING
A picking process that begins at the bin with the highest bin number and ends at the bin with
the lowest bin number.
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RFBASE
The server application that controls all Sage Accpac WMS functions, as well as the serverbased Console user interface, which simulates an RF handheld. RFBase is only accessible
from server machines, and is used by system administrators to perform system setup or
exceptional functions.
RMA
Returned Materials Authorization. A code that allows customers to return products to the
warehouse. The RMA number is associated with a purchase order that is generated in the
warehouse for the goods to be returned.
S
SALES ORDER BY WALKING AROUND (SOBWA)
A sales order that is entered through the handheld, usually for a customer who is picking up the
goods in person at the distribution centre.
SCANNER PICKING
A picking method that requires you scan each product unit individually before packing it. This
method is typically (although not required to be) used in conjunction with batch picking, as it
allows you to select the products from a previously-picked collection of items, and then scan
each product/packsize (quantity of one unit per scan) as you put them in the carton: see batch
picking.
Scanner picking is also referred to as supermarket picking because it is similar to a
supermarket check-out line, where each individual product in the order is scanned separately.
SEQUENTIAL ZONE PICKING
See zone picking.
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SERPENTINE LABELING
See labeling patterns.
SCC-14
Shipping Container Code. A UCC/EAN-standard 14-digit barcode assigned to a particular
product, and printed on labels affixed to the packages or cartons in which the products are
shipped. All identical products in the same package quantity are assigned the same number.
The SCC-14 number can be printed as soon as the product is manufactured, is not associated
with a particular destination or purchase order, but is used mainly for inventory control
purposes. Compare with SSCC-18.
SHIP CODE
A code used by a shipping system to designate carriers and service types.
SHIP VIA
The carrier or service used to ship picked sales orders.
SHIPMENT NUMBER
A unique number assigned to a shipment. The same number is typically used for all items/
cartons in a shipment, in order to identify them as part of that shipment. Also known as a Pro
number, waybill number, or manifest number.
SHIPPING SYSTEM
A computer-based system that processes shipments to be handled by an outside carrier. Sage
Accpac WMS supports several shipping systems, at differing levels of integration, including
UPS Worldship, ClipperShip, and others.
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SHORT
A line item on a sales order for which there is not enough stock in the warehouse to fill the
order.
SHORTING
The process by which a picker or dispatcher allows an order to be shipped even though there is
not enough stock to complete a pick and the order cannot be filled in its entirety.
SIMULTANEOUS ZONE PICKING
See zone picking.
SINGLE HOMES
An inventory method in which one product can only be stored in one pick bin in the warehouse
at a time.
SITE TRANSFER
See warehouse transfer.
SIZE CODE
A code that specifies the dimensions (cube) of a product, with codes of A, B, and C
designating large-cube products, medium-cube products, and small-cube products,
respectively. Size code is calculated as the average number of lines picked per day for each
packsize for the previous month, by the Calculate Demand Requirements function in RFBase,
which then applies an A, B, or C value to each product/packsize in each location. (Note that
the size code for a given product may be different from its reach code and ABC code.) Size
codes may be defined for bins in the RULES table to ensure that products are stored in the
appropriate bins. See also velocity, ABC code, reach code.
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SKU
Stock-keeping unit. The identification of a product by number. In Sage Accpac WMS, SKU
usually refers to the product identifier used by a customer.
SSCC-18
Serial Shipping Container Code. A UCC/EAN-standard 18-digit code, barcoded in labels
affixed to shipping cartons or containers. The SSCC-18 is different for each carton and is used
to track cartons containing custom quantities of mixed products. Compare with SCC-14 and
ASN SSCC-18.
STICKY HOMES
An inventory method in which a bin is always associated with a product and packsize that has
been stored in it. The system remembers the bin-product association, and reports on it during
various handheld functions.
STORE
A physical location, such as a retail outlet or depot, to which you ship orders for a specific
customer. A single customer may have several stores to which orders are shipped.
STORE PALLET
See pallet.
SUSPEND
A Web Dispatch action that puts an order on hold, so that it cannot be processed any further in
Sage Accpac WMS.
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SUBSTITUTE
An item chosen to replace another item that was requested on order but is not in stock. Using a
substitute will allow you to complete an order, and save your customer from having to wait to
receive products.
SYSTEM BINS
System bins, are used by the Sage Accpac WMS software for special purposes such as
warehouse transfer. They contain multiple products in multiple packsizes. These are nonpickable bins.
SYSTEM LOCATION
A temporary virtual bin used by Sage Accpac WMS to identify stock that is in transit in the
warehouse. The default system locations used are BATCHPCK, where products are located
once they have been batch picked and are waiting to be packed into shipping cartons;
REPLENIS, where products are located once they have been let down and are waiting to be
moved to pick bins; and TRANSIT, where products are located once they have been directmoved out of a bin and are waiting to be moved into another bin. Other custom system
locations may also be defined for your warehouse.
T
TELNET
A protocol that allows for communication between remote computers over the Internet. In
Sage Accpac WMS, Telnet is used by handhelds or PCs to communicate with the central
RFBase program that controls all Sage Accpac WMS operations.
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THIRD-PARTY LOGISTICS
The process of outsourcing most, or all, of a company's logistics operations to a specialized
company. Also known as 3PL.
TL
Full truckloads.
TOTE
A plastic, permanent container into which products may be picked and shipped.
TRACK-TRACE NUMBER
A unique number that is printed and barcoded on picking/shipping labels for every carton or
pallet in an order. It can be a standard 18-digit number consisting of a shipper’s manufacturing
ID, a 9-digit container number, and additional digits (see SSCC-18); or a carrier-specific
tracking number.
TRAILING MANIFEST
See manifest.
TRANSIT
A temporary virtual bin used by Sage Accpac WMS to identify stock that has been moved out
of pick bins and is ready to be moved into other pick bins. See also system location.
TRUCKLOAD PALLET
See pallet.
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U
UCC™
Uniform Code Council. A U.S.-based organization that maintains international barcoding
standards, including the Universal Product Code (UPC), and many others.
UNALLOCATE
A Web Dispatch action that removes product reservations from sales orders.
UNSUSPEND
A Web Dispatch action that restores suspended orders to normal processing by Sage Accpac
WMS.
UNWAVE
A Web Dispatch action that removes sales orders from existing waves.
UPC
Universal Product Code. A UCC/EAN-standard 12-digit barcode assigned to a particular
product, and printed on labels affixed to the product itself. The UPC number is printed during
manufacturing, and is not normally used for inventory control purposes. Compare with SCC14.
UPLOAD
The transfer of information from the Sage Accpac WMS to the host system.
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V
VENDOR PORTAL
The SAGE ACCPAC WMS Vendor Portal is a web-based tool for your vendors/suppliers to
create compliant labels through your SAGE ACCPAC WMS system. Using the vendor portal,
your vendors can print unique shipping labels for the cartons they send to your warehouse.
VELOCITY
The rate at which a product is sold. This may be calculated as the number of lines of a product
picked per day, or as the number of units picked per day, over a specific period of time. A
product’s velocity can be categorized as high (A), medium (B), or low (C). The Calculate
Demand Requirements function in RFBase calculates the velocity of all products in all
locations for the previous month. See also ABC code, reach code, size code.
W
WAREHOUSE
A virtual location in a distribution centre, used by the accounting system to identify where
inventory may be stored and picked.
WAREHOUSE TRANSFER
The warehouse transfer function, also referred to as site transfer, lets you request that products
be transferred from one warehouse site to another warehouse site, via a transit site. Sage
Accpac WMS tracks the movement of goods out of the from warehouse, en route (for example
on the ‘water’, on the ‘road’, or in a temporary location) in a transit warehouse, arriving in the
to warehouse. The warehouse transfer function can also be used to support products sent out
on consignment.
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WAVE
A group of sales orders or purchase orders. A wave can consist of just one order from a single
customer or several orders from a variety of customers. Waves help to pick or receive orders
more efficiently, as multiple orders may be processed at the same time. Also the name of the
Web Dispatch function that creates waves.
WAVE NUMBER
A number, from 1000 to 999,999, applied to all the orders in the same wave.
WAVING
The process of grouping sales orders and releasing them to pickers to be picked. Waving orders
may be done from Web Dispatch, or from the handheld, if the system is configured to allow
pickers to do so.
WEB DISPATCH
The graphical, browser-based Sage Accpac WMS application used by warehouse managers or
supervisors to manage warehouse processes and personnel.
WEB WORKSTATION
An application that lets warehouse users access warehouse handheld functions from a web
browser on PC.
WMS
Warehouse Management System. Computer software that manages the movement and storage
of materials throughout the warehouse.
WORK AREA
An area in the warehouse used for building kits.
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WORK ORDER
An order for a kit to be built and, optionally, shipped to a customer. See also build-to-order and
build-to-stock.
WRITE ORDERS
A handheld function that creates sales or work orders from the handheld.
X
XREF
See cross-reference.
Z
ZONE
An area in the warehouse in which different activities are typically performed. These zones
may be actual physical areas, such as a ground floor and mezzanine, or may be logical
separations of bins, such as pick bins versus bulk bins. Depending on the version of Sage
Accpac WMS you are using, you may have multiple zones or only a single zone.
ZONE PICKING
A method of picking that assigns different pickers to different zones to pick products for the
same order. In sequential zone picking, the pickers work in one zone at a time, in succession,
and then pass the partially filled cartons from zone to zone. In simultaneous zone picking, the
pickers pick lines in the order in multiple zones at the same time, and then consolidate the
cartons after all picking is complete.
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INDEX
A
ABC 24
ABC counting 89
accounting systems 10
Add to Pallet function 89
adding
barcodes 88
cross-references 88
products 87
adjustment 89
advance replenishment 54, 90
days on hand 54
defined 54
min/max 88
alert 90
allocating orders 46
ASN 90
ASN number 34, 91
ASN receiving 43, 91
ASN SSCC-18 label 80
assembling kits 58
assembly 26
assembly label 72
ASSEMBLY-BEING BUILT status 58, 59
ASSEMBLY-COMPLETE status 58, 59
ASSEMBLY-READY status 47, 53, 55
ASSEMBLY-SHORT status 47, 51
ASSEMBLY-UNALLOCATED status 47, 49
ASSEMBLY-WAIT REPLEN status 47, 50, 56,
57
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Assign Pickbins function 88, 91
attribute 21, 26, 31, 92, 100
B
back order 92
baggie label 71
barcode 88
batch pick label 74
BATCHPCK location 23
BEING PICKED status 62, 63
BEING RECEIVED status 41, 43
BEING REPACKED status 62, 63
big number 32
bill of lading 79, 93
bill of lading number 34
bin 22, 93
assigning products to 88
carton, defined 23
dedicated, defined 23
non-dedicated, defined 23
overstock, defined 23
pushback, defined 23
random, defined 23
sticky 24
system, defined 23
types 22
bin label 70, 93
BOL 34, 93
book quantity 93
Build Kits function 94
building kits 58
build-to-order 26, 93
build-to-stock 26, 94
C
CA records
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Calculate Demand Requirements function
carrier-compliant label 73
carton bin, defined 23
carton contents label 77
Carton Defaults function 88
carton number 32, 95
carton picking 95
carton receiving 95
Carton Shipping function 66, 67
carton summary label 78
case picking 95
changing
barcodes 87, 88
cross-references 87, 88
min/max levels 88
packsizes 88
client, defined 19
company, defined 19
compliance label 73, 74, 96
Computer Adjustment records 12
Console 9, 15, 96
consolidation number 35, 96
consolidation, stock 26
container receiving 96
count quantity 97
creating
cross-references 88
products 87
cross docking 97
cross-reference 88, 97
Crystal Reports 10, 70
bill of lading 79
manifest 80
packslip 76
pick ticket 76
shipping documents 79
customer PO number 32
customer, defined 20
customer-compliant label 74
O F
S A G E
A C C P A C
W M S
24, 27, 54, 94
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customs document
S AG E
A C C P AC
79
D
days on hand replenishment 54
dedicated bin 23, 98
Direct Move function 44, 98
directed putaway 99
D-N-R locations 23, 99
download 99
E
EAN 99
EDI 99
end-of-line 64, 99
error, shipping 67
extended 21, 26, 31, 92, 100
EXTERNAL status 65, 67, 68,
69
F
FIFO 100
Fill Bins function 100
filter 100
financial systems 10
full count 100
full-case picking 95
H
handle code 24, 101
HELD FOR REPLENISHMENT status 51
HELD FORMAT status 51
HELD SHORT status 51
homes
single 25
sticky 25, 88
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host system 10, 101
hot pick 101
hot replenishment 54,
O F
S A G E
A C C P A C
W M S
101
I
integrated shipping system 67
interface 102
inventory consolidation, defined 26
invoice 79
K
kit
102
build-to-order 93
build-to-stock 94
defined 26
disassemble 27, 60, 116
kitting process 58
reverse 27, 60, 116
kit-on-the-fly 102
L
label 69
ASN SSCC-18 80
assembly 72
baggie 71
batch pick 74
bin 70, 93
carrier-compliant 73
carton contents 77
carton summary 78
customer-compliant 74
letdown ticket 72
license plate 70
N/M 77
numbered carton contents
77
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order placard 79
overstock 71
packing planner 75
packslip 76
pallet 78
pallet, truckload 78
pick ticket 75
picking/shipping 73
pre-packslip 74
price ticket 71
product/UPC 70
putaway ticket 72
RMA 79
SCC-14 71
summary 78
Letdown Stock function 55
letdown ticket 55, 72
letting down stock 55
license plate 30, 103
license plate label 70
LIFO 103
location 17, 103
locations, system 23
logical printer 81, 104
LTL 104
M
maintaining products 87
manifest 80, 104
manifest number 34
manifesting 104
Mark External function 104
min/max advance replenishment 54, 88
min/max levels, setting 88
miscellaneous adjustment 105
Miscellaneous Adjustment records 12
mixed pallet label 78
modifying
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barcodes 87
cross-references 87
min/max levels 88
packsizes 88
products 87
MT records 12
N
N/M label 77
non-dedicated bin 105
defined 23
non-PO receiving 106
NOT RECEIVED status 41
numbered carton contents label
77
O
one-scan picking 106
order entry systems 10
order number 32
order picking 107
order placard label 79
overstock 29, 107
overstock bin 23
overstock label 71, 107
P
PACK & HOLD status 60, 61
packaging 58
packaging item 27
packaging order
allocation 47
ASSEMBLY-BEING BUILT status 58
PKG-BEING BUILT status 53, 55, 58
PKG-READY TO PRINT status 47, 50
PKG-WAITING LETDOWN status 47, 50
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SHIPPED & UPLOADED status 58, 59
packing 108
packing planner 75
packlane 35, 108
packsize 20, 108
setting or modifying 88
packslip 30, 108
Crystal 76
label 76
paper 76
packslip number 32
pallet 30
pallet label 78
mixed 78
store 78
truckload 78
Pallet Move 109
pallet number 34
paper packslip 76
PD records 13
permission 109
PH records 13
physical printers 81
pick bin, defined 23
Pick Detail records 13
Pick Head records 13
pick ticket 75, 110
Pick Work records 13
picking & packing 62
picking/shipping label 73, 110
Pickslots function 88
pickup number 34
PKG-BEING BUILT status 53, 55, 58
PKG-READY TO PRINT status 47, 50
PKG-WAITING LETDOWN status 47, 50
placard label 79, 110
PO number, customer 32
PO receiving 111
pre-packslip label 74
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O V E R V I E W
price ticket 71, 111
Print Redirect function 111
printers
logical 81
physical 81
printing labels 69
priority 111
privilege 111
Pro number 35
process step 38, 111
ASSEMBLY-BEING BUILT 58, 59
ASSEMBLY-COMPLETE 58, 59
ASSEMBLY-READY 47, 53, 55
ASSEMBLY-SHORT 47, 51
ASSEMBLY-UNALLOCATED 47, 49
ASSEMBLY-WAIT REPLEN 47, 50, 56, 57
BEING PICKED 62, 63
BEING RECEIVED 41, 43
BEING REPACKED 62, 63
EXTERNAL 65, 67, 68, 69
HELD FOR REPLENISHMENT 51
HELD FORMAT 51
HELD SHORT 51
NOT RECEIVED 41
PACK & HOLD 60, 61
PKG-BEING BUILT 53, 55, 58
PKG-READY TO PRINT 47, 50
PKG-WAITING LETDOWN 47, 50
RATING 62, 64, 65, 67
READY TO SHIP 62, 64
READY TO UPLOAD 41, 44, 49, 62, 64, 65,
READY TO WAVE 46, 50, 52, 56, 57
RECORD SHIPMENT 65, 67
SHIPPED & UPLOADED 58, 59
SUSPENDED 46
UNALLOCATED 46, 49, 51
WAIT PRE-RATE 46, 52
WAITING - SWOG 46, 51
WAITING BOL# 65, 67, 68
O F
S A G E
A C C P A C
W M S
67, 68, 69
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procstep 38
product
adding 87
attribute 21, 26, 31, 92, 100
creating 87
extended 21, 26, 31, 92, 100
maintaining 87
modifying 87
modifying cross-references 88
updating 87
velocity 54, 94
product label 70, 112
Product Maintenance function 87, 88, 112
Product XRef function 88
Pull Kitting function 112
purchase order
BEING RECEIVED status 41, 43
NOT RECEIVED status 41
READY TO UPLOAD status 41
Purge 112
pushback bin, defined 23
putaway 44
putaway ticket 72, 112
PW records 13
Q
Q per P 20,
113
R
random bin 23, 113
random receiving 113
random slotting 113
rate shopping 114
rating 114
RATING status 62, 64,
RC records 12
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RD records 12
reach code 24
READY TO SHIP status 62, 64
READY TO UPLOAD status 41, 44, 49, 62, 64,
READY TO WAVE status 46, 50, 52, 56, 57
re-allocating sales/work orders 56
Receipt Confirmation records 12
Receive Detail records 12
Receive Head records 12
receiving
ASN 43, 91
by case 95
by PO 111
by product (random) 113
container 96
non-PO 106
Record Shipment function 66, 114
RECORD SHIPMENT status 65, 67
recounting inventory 115
repackaging items 58
repacking 63, 115
REPLENIS location 23
Replenish Levels function 88
replenishment 53, 115
advance 54
advance, defined 54
days on hand, defined 54
hot 54
min/max, defined 54
replenishment group 115
replenishment levels 116
replenishment request 53, 116
reserving inventory 116
reverse kitting 27, 60, 116
reverse picking 116
RFBase 9, 15, 117
RH records 12
RMA 117
label 79
O F
S A G E
A C C P A C
W M S
65, 67, 68, 69
1 3 7
O V E R V I EW
O F
S AG E
A C C P AC
W M S
S
sales order
allocation 46
BEING PICKED status 62, 63
BEING REPACKED status 62, 63
correcting shipping errors 67
EXTERNAL status 65, 67, 68, 69
HELD FOR REPLENISHMENT status 51
HELD FORMAT status 51
HELD SHORT status 51
PACK & HOLD status 60, 61
picking & packing 62
RATING status 62, 64, 65, 67
READY TO SHIP status 62, 64
READY TO UPLOAD status 44, 49, 62, 64, 65,
READY TO WAVE status 46, 50, 52, 56, 57
re-allocation 56
RECORD SHIPMENT status 65, 67
repacking 63
re-rating 67
SUSPENDED status 46
UNALLOCATED status 46, 49, 51
WAIT PRE-RATE status 46, 52
WAITING - SWOG status 46, 51
WAITING BOL# status 65, 67, 68
WAVED status 60
waving 60
sales order number 32
SC records 12
scanner picking 117
SCC-14 118
SCC-14 label 71
setting min/max levels 88
ship code 118
ship via 118
shipment number 35, 118
SHIPPED & UPLOADED status 58, 59
shipping 64
1 3 8
CHAPTER
67, 68, 69
O V E R V I E W
correcting errors 67
re-rating orders 67
systems 10
shipping label 73
shipping worksheet 79
shorting 119
simultaneous zone picking 119
single homes 25
site transfer 28, 83, 119
size code 24
SKU 120
SSCC-18 120
SSCC-18 (ASN) number 34, 91
SSCC-18 number
track-trace 33
status 38
ASSEMBLY-BEING BUILT 59
ASSEMBLY-COMPLETE 58, 59
ASSEMBLY-READY 47, 53, 55
ASSEMBLY-SHORT 47, 51
ASSEMBLY-UNALLOCATED 47, 49
ASSEMBLY-WAIT REPLEN 47, 50, 56, 57
BEING PICKED 62, 63
BEING RECEIVED 41, 43
BEING REPACKED 62, 63
EXTERNAL 65, 67, 68, 69
HELD FOR REPLENISHMENT 51
HELD FORMAT 51
HELD SHORT 51
NOT RECEIVED 41
PACK & HOLD 60, 61
PKG-BEING BUILT 53, 55, 58
PKG-READY TO PRINT 47, 50
PKG-WAITING LETDOWN 47, 50
RATING 62, 64, 65, 67
READY TO SHIP 62, 64
READY TO UPLOAD 41, 44, 49, 62, 64, 65,
READY TO WAVE 46, 50, 52, 56, 57
RECORD SHIPMENT 65, 67
O F
S A G E
A C C P A C
W M S
67, 68, 69
1 3 9
O V E R V I EW
O F
S AG E
A C C P AC
SHIPPED & UPLOADED 58, 59
SUSPENDED 46
UNALLOCATED 46, 49, 51
WAIT PRE-RATE 46, 52
WAITING - SWOG 46, 51
WAITING BOL# 65, 67, 68
sticky bin 24
sticky homes 25, 88
stock consolidation, defined 26
Stock Count records 12
store 20, 120
store pallet label 78
summary label 78
SUSPENDED status 46
system bin, defined 23
system locations 23, 121
T
Telnet 121
tote label 32
track-trace number 33, 34,
transfer purchase order 85
transfer sales order 85
TRANSIT location 23
truckload pallet label 78
91, 122
U
UCC 123
UNALLOCATED status 46,
UPC 123
updating
barcodes 88
cross-references 88
min/max levels 88
packsizes 88
products 87
1 4 0
CHAPTER
49, 51
W M S
O V E R V I E W
upload
O F
S A G E
A C C P A C
W M S
123
V
VA records 12
velocity 54, 94
Vendor Availability records
Vendor Portal 35, 124
vendor, defined 20
12
W
WAIT PRE-RATE status 46, 52
WAITING - SWOG status 46, 51
WAITING BOL# status 65, 67, 68
warehouse 18, 23
warehouse transfer 28, 83, 124
wave 28, 125
wave number 125
WAVED status 60
waving 60, 125
Web Dispatch 8
Web Workstation 125
WMS 125
work area 125
work order 126
allocation 47
ASSEMBLY- BEING BUILT status 59
ASSEMBLY- SHORT status 47, 51
ASSEMBLY-BEING BUILT status 58
ASSEMBLY-COMPLETE status 58, 59
ASSEMBLY-READY status 47, 53, 55
ASSEMBLY-UNALLOCATED status 47, 49
ASSEMBLY-WAIT REPLEN status 47, 50, 56, 57
re-allocation 56
SHIPPED & UPLOADED 58, 59
Write Orders function 126
1 4 1
O V E R V I EW
O F
S AG E
Z
1 4 2
CHAPTER
A C C P AC
W M S