PCKUG

SSA Warehouse Management 4000
Picking User Guide
Copyright 2005 by SSA Global Technologies, Inc.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way or by any means, including, without limitation, photocopying or recording, without the prior written consent of SSA Global Technologies, Inc.
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The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of SSA Global Technologies, Inc. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of SSA Global Technologies, Inc., and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from SSA Global Technologies, Inc., pursuant to a separate agreement (Purpose). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although SSA Global Technologies, Inc., has taken due care to ensure that the material included in this publication is accurate and complete, SSA Global Technologies, Inc., cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, SSA Global Technologies, Inc., does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause.
Trademark Acknowledgements
SSA WAREHOUSE MANAGEMENT 4000 is a Registered Trademark of SSA Global Technologies, Inc., in the United States and/or other countries. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners.
Publication Information
Release: SSA Warehouse Management 4000 Version 3.10 Publication Date: July 2005
Table of Contents
INTRODUCTION ............................................................................................................ 1 RF-ASSISTED AND RF-DIRECTED PICKING ............................................................. 3 RF-ASSISTED PICKING................................................................................................... 3 RF-DIRECTED PICKING .................................................................................................. 3 USING RF-ASSISTED AND RF-DIRECTED PICKING ........................................................ 4 COMMON EXAMPLES FOR RF-ASSISTED AND RF-DIRECTED PICKING ............................ 4 PICKING AND CASE IDS/PALLET IDS............................................................................... 4 PICKING AND INVENTORY BALANCES .............................................................................. 4 PICKING OPTIONS RF-ASSISTED ........................................................................... 5 RF-ASSISTED PICKING TASKS ........................................................................................ 5 PICKING TASK SCREENS................................................................................................ 5 CASES/PALLETS (K2) SCREEN ................................................................................... 5 PIECES/EACHES (K3) SCREEN ................................................................................... 5 UPDATE PICK (K4) SCREEN ....................................................................................... 6 RF SHIP 1 SCREEN ................................................................................................... 6 QC/CLOSE TOTE (DC01 SCREEN) ............................................................................. 6 DYN PICK (DYNAMIC PICK) MENU ............................................................................... 6 SORTATION SCREEN .................................................................................................. 6 PERFORMING RF-ASSISTED PICK (CASES/PALLETS AND PIECES/EACHES).... 7 RF-ASSISTED PICKING METHODS ................................................................................... 7 CASES/PALLETS (K2) SCREEN ................................................................................... 7 PIECES/EACHES (K3) SCREEN ................................................................................... 7 PERFORMING A FULL CASE OR PALLET PICK (K2 SCREEN) ............................................. 8 PERFORMING A SHORT PICK (K2 SCREEN)................................................................... 10 PERFORMING PICKING BY PIECES/EACHES (K3 SCREEN) .............................................. 12 UPDATING PICK STATUS.......................................................................................... 14 UPDATING A PICKED PRODUCT LOCATION .................................................................... 14 PICKING FOR RF SHIPMENT (RF-ASSISTED)......................................................... 15 PACK/LOAD/SHIP PROCESS ......................................................................................... 15 PACKING AND LOADING FOR SHIPMENT..................................................................... 17 PICKING FROM SSA WAREHOUSE MANAGEMENT 4000 WORKSTATION...... 20 CHANGING STATUS TO PICKED .................................................................................... 20 RF-DIRECTED PICKING ............................................................................................. 22 PERFORMING AN RF-DIRECTED PICK ........................................................................... 23 RF-DIRECTED PICK VERIFICATION METHODS...................................................... 27 LOCATION VERIFICATION SAMPLE ................................................................................ 27 CHECK DIGIT VERIFICATION SAMPLE ............................................................................ 28 NO POSITIVE VERIFICATION SAMPLE ............................................................................ 28
SSA Warehouse Management - 4000 Picking User Guide
RF-ASSISTED AND RF-DIRECTED PICKING REPORTS......................................... 29 RF-ASSISTED AND RF-DIRECTED PICKING EVENTS............................................ 31 QUANTITY CONFIRMATION ON PICKING................................................................ 33 USING QUANTITY CONFIRMATION ON PICKING .............................................................. 33 QUANTITY CONFIRMATION SETUP ......................................................................... 34 PUTAWAY ZONE SETUP ............................................................................................... 34 QUANTITY CONFIRMATION FOR FULL CASE OR PALLET PICK.......................................... 35 QUANTITY CONFIRMATION FOR RF-DIRECTED PICKING.................................... 37 QUANTITY CONFIRMATION FOR CLUSTER PICKING ........................................... 42 RF CLUSTER PICKING VERIFICATION METHODS ................................................. 47 LOCATION VERIFICATION SAMPLE ................................................................................ 47 CHECK DIGIT VERIFICATION SAMPLE ............................................................................ 48 NO POSITIVE VERIFICATION SAMPLE ............................................................................ 48 CONDITIONAL VALIDATION ON PICKING ............................................................... 49 USING CONDITIONAL VALIDATION ON PICKING............................................................... 49 COMMON EXAMPLES OF CONDITIONAL VALIDATION ON PICKING ................................. 49 CONDITIONAL VALIDATION PROCESS................................................................... 51 POST-ALLOCATION ...................................................................................................... 51 POST-PICK .................................................................................................................. 51 PRE-SHIP .................................................................................................................... 51 BASIC PROCESS.......................................................................................................... 51 CONDITIONAL VALIDATION SETUP ........................................................................ 52 COMMODITY SETUP ..................................................................................................... 52 SETUP ON THE CONDITIONAL VALIDATION WINDOW ...................................................... 53 POST-ALLOCATION VALIDATION SETUP ..................................................................... 53 POST-PICK VALIDATION SETUP .................................................................................... 55 PRE-SHIP VALIDATION SETUP ...................................................................................... 59 DESCRIBING VALIDATION TYPES ........................................................................... 62 POST-ALLOCATION VALIDATION ................................................................................... 62 POST-PICK VALIDATION ............................................................................................... 63 RF-DIRECTED PICKING PROCESS ................................................................................. 64 RF-ASSISTED PICKING PROCESS ................................................................................. 64 PRE-SHIP VALIDATION ................................................................................................. 65 CONDITIONAL VALIDATION REPORTS ................................................................... 66 CONDITIONAL VALIDATION EVENTS ...................................................................... 68 SPECIAL INSTRUCTIONS WITH RF PICKS.............................................................. 69 COMMON EXAMPLES USING SPECIAL INSTRUCTIONS..................................................... 69 GENERATING SPECIAL INSTRUCTIONS WITH RF PICKS .................................................. 70 SPECIAL INSTRUCTIONS FOR THE COMMODITY .......................................................... 70
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SPECIAL INSTRUCTIONS FOR A PICK TASK .................................................................... 71 SPECIAL INSTRUCTIONS FOR RF-ASSISTED PICKING ........................................ 73 SPECIAL INSTRUCTIONS FOR FULL CASE OR PALLET PICK (K2 SCREEN)........................ 73 SPECIAL INSTRUCTIONS FOR PIECES/EACHES (K3 SCREEN) ......................................... 75 SPECIAL INSTRUCTIONS FOR RF-DIRECTED PICKING........................................ 78 SPECIAL INSTRUCTIONS FOR CLUSTER PICKING ............................................... 83 SPECIAL PICKING INSTRUCTIONS REPORTS ....................................................... 89 SPECIAL PICKING INSTRUCTIONS EVENTS .......................................................... 91 ADDING NEW CASE IDS DURING PICKING ............................................................ 93 ADDING NEW CASE ID DURING RF PICKING ................................................................. 93 COMMON EXAMPLES OF ADDING A NEW TOTE .............................................................. 93 ADDING NEW CASE ID DURING STANDARD AND CLUSTER PICKING ................................ 94 PROCESS ................................................................................................................... 94 ADDING A NEW CASE ID DURING STANDARD PICKING ................................................... 94 CREATING ADDITIONAL CASE IDS ................................................................................ 97 ADDING A NEW TOTE ID WITH CLUSTER PICKING:....................................................... 100 CREATING ANOTHER CASE ID ................................................................................ 104 SYSTEM-GENERATED CASE ID LABELS ....................................................................... 107 ADDING NEW CASE ID REPORTS.......................................................................... 110 ADDING A NEW CASE ID EVENTS ......................................................................... 112 RF MOVE CONTENT BETWEEN TOTES................................................................. 113 COMMON EXAMPLES USING RF MOVE CONTENT BETWEEN TOTES .............................. 113 MOVING CONTENTS BETWEEN TOTES ........................................................................ 114 MOVING CONTENTS FROM ONE TOTE TO ANOTHER .................................................... 114 MOVING CONTENTS FROM ONE TOTE TO A NEW TOTE ................................................ 119 MOVING PICK DETAIL RECORDS OF CASE ID TO DROP ID ........................................... 121 MOVE CONTENTS BETWEEN TOTES REPORTS ................................................. 126 MOVE CONTENTS BETWEEN TOTES EVENTS .................................................... 128 RF QUALITY CONTROL TOTE CLOSE ................................................................... 129 USING RF QUALITY CONTROL TOTE CLOSE ............................................................... 129 COMMON EXAMPLE USING RF QUALITY CONTROL TOTE CLOSE.................................. 129 BASIC FLOW ............................................................................................................. 129 VIEWING INFORMATION ON THE WORKSTATION ........................................................... 130 VIEWING INFORMATION ON THE SHIPMENT ORDER WINDOW ........................................ 130 VIEWING INFORMATION ON THE DROP ID WINDOW ...................................................... 132 CLOSING A TOTE/CASE/DROP ID THROUGH RF................................................. 133 RF QC TOTE CLOSE REPORTS.............................................................................. 136 RF QC TOTE CLOSE EVENTS................................................................................. 138
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PICK AND DROP (PND)............................................................................................ 139 USING PICK AND DROP .......................................................................................... 140 COMMON EXAMPLES USING PICK AND DROP LOCATIONS ............................................ 140 ADDITIONAL NOTES ................................................................................................... 141 SETUP AND CONFIGURATION FOR PICK AND DROP......................................... 142 PUTAWAY ZONES AND PICK AND DROP LOCATIONS ..................................................... 142 TASK MANAGER AREA SETUP .................................................................................... 144 EQUIPMENT RESTRICTIONS SETUP ............................................................................. 144 GENERAL PICK AND DROP LOCATION CALCULATION ................................................... 144 TASK MANAGER SELECTIVE MOVES FUNCTIONALITY ................................................... 145 SHIPPING PALLET MOVES FUNCTIONALITY .................................................................. 146 NOTES FOR PICKING WITHOUT PICK AND DROP LOCATIONS ......................................... 146 SYSTEM EFFECTS WHEN USING PICK AND DROP LOCATIONS....................................... 147 SETUP FOR SHIPPING PALLET MOVES WITH PICK AND DROP LOCATIONS ..................... 147 PROCESSING TASKS USING PICK AND DROP LOCATIONS.............................. 149 SCENARIO ONE: ONE-STAGE PICK AND DROP MOVES ................................................. 149 STEP 1: RF-DIRECTED PUTAWAY TASK USING PICK AND DROP LOCATION ............... 150 STEP 2: RF-DIRECTED MOVE ................................................................................. 154 SCENARIO 2: MULTIPLE PICK AND DROP POINTS ........................................................ 157 STEP 1: RF-DIRECTED PUTAWAY TASK USING PND LOCATIONS .............................. 158 STEP 2: RF-DIRECTED MOVE FROM PND LOCATION TO PUTAWAY LOCATION ........... 162 STEP 3: RF-DIRECTED MOVE FROM P&D LOCATION TO BULK PICK LOCATION ......... 164 SCENARIO 3: REPLENISHMENTS USING PICK AND DROP LOCATIONS ............................ 166 REPLENISHMENT (RF-DIRECTED AND RF-ASSISTED) ............................................... 166 STEP 1: RF-DIRECTED REPLENISHMENT TO P&D LOCATION .................................... 166 STEP 2: RF-DIRECTED REPLENISHMENT FROM P&D LOCATION TO PICK LOCATION... 169 SCENARIO 4: PICKING USING PICK AND DROP LOCATIONS .......................................... 170 PICK AND DROP LOCATIONS PICK PROCESS ........................................................... 170 RF-DIRECTED PICKING/DISPATCH WITH PICK AND DROP POINTS ............................. 171 STEP 1: SHIPPING PALLET MOVES .......................................................................... 171 STEP 2: SHIPPING PALLET MOVES .......................................................................... 174 STEP 3: SHIPPING PALLET MOVES .......................................................................... 176 STEP 4: SHIPPING PALLET MOVES .......................................................................... 176 PICK AND DROP REPORTS .................................................................................... 177 PICK AND DROP EVENTS ....................................................................................... 179 CHERRY PICK REPLENISHMENT........................................................................... 181 USING CHERRY PICK REPLENISHMENT .............................................................. 182 COMMON EXAMPLES USING CHERRY PICK REPLENISHMENT ....................................... 182 CHERRY PICK REPLENISHMENT OPTIONS ................................................................... 182 CHERRY PICK REPLENISHMENT FLOW ........................................................................ 183 CHERRY PICK REPLENISHMENT SETUP.............................................................. 184 PUTAWAY ZONE ........................................................................................................ 184 PUTAWAY ZONE (TO ZONE) SETUP......................................................................... 184 AREA .................................................................................................................... 185
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ID/MOVABLE UNIT ................................................................................................. 186 USER PERMISSIONS .................................................................................................. 186 STEPS TO BUILDING A CHERRY PICK REPLENISHMENT PALLET................... 187 DETERMINING TASK PRIORITY ................................................................................... 187 PERFORMING A CHERRY PICK REPLENISHMENT.............................................. 190 MAIN STEPS .......................................................................................................... 190 SAMPLE LAYOUT ................................................................................................... 190 BUILDING THE PALLET ............................................................................................... 191 MOVING THE PALLET ............................................................................................. 195 RF-DIRECTED CHERRY PICK VERIFICATION METHODS.................................... 199 CHECK DIGIT VERIFICATION SAMPLE .......................................................................... 199 NO POSITIVE VERIFICATION SAMPLE .......................................................................... 200 MOVING PRODUCT TO FINAL DESTINATION THROUGH STOCKER PUTAWAY TASKS ....................................................................................................................... 201 OVERRIDING THE SUGGESTED STOCKER PUTAWAY TASK ........................................... 204 RF-DIRECTED STOCKER PUTAWAY VERIFICATION METHODS ....................... 205 CHECK DIGIT VERIFICATION SAMPLE .......................................................................... 205 NO POSITIVE VERIFICATION SAMPLE .......................................................................... 206 CHERRY PICK REPLENISHMENT REPORTS ........................................................ 207 CHERRY PICK REPLENISHMENT EVENTS ........................................................... 209 CLUSTER PICKING BY ORDER AND TOTE........................................................... 211 USING CLUSTER PICKING ...................................................................................... 212 COMMON EXAMPLES USING CLUSTER PICKING........................................................... 212 ADDITIONAL INFORMATION ......................................................................................... 212 PERFORMING A CLUSTER PICK............................................................................ 214 CLUSTER PICKING REPORTS ................................................................................ 220 CLUSTER PICKING EVENTS ................................................................................... 222 COMMENT FORM ..................................................................................................... 223
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Revision History
Date 9/24/2003 12/3/2003 8/19/2004 5/3/2005 5/31/2005 6/9/2005 6/30/2005 Editor Jude Duniho Jude Duniho Jude Duniho Julie White Jude Duniho Jude Duniho Stuart Manning Description of Change Reformat Edited. Decimal support added. Company address change.
Product name change Added pick quantity confirmations Added verification methods Removed Chapter 12 Edit
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Introduction
1
E x p e c te d O u tb o u n d L o a d S e t U p P ic k T a s k s
Chapter
Introduction
The Picking process allows you to select product for shipment. SSA Warehouse Management 4000 uses barcode shipping labels to speed the picking process and to ensure accuracy. As displayed below, picking is near the end of Order Processing:
R e c e iv e N o t if ic a t io n o f O r d e r a t W a r e h o u s e
S e t U p
A llo c a t e In v e n to r y a n d
G iv e th e P a p e r w o r k to
th e W a re h o u s e
P ic k L o a d
a n d
U p d a te P a p e rw o rk
U p d a te L o a d
a n d P o s t It a s S h ip p e d
Introduction
RF-assisted and RF-directed Picking
Chapter
RF-assisted and RFdirected Picking

When picking using the RF terminal, users can choose between two types of picking: RF-assisted or RF-directed.
RF-assisted Picking
RF-assisted picking means that the picker uses the RF terminal to update the status of the Shipment Order. The picker is in control of the picking order. For this reason, RFassisted picking uses either carton labels or RF-assisted pick tickets to provide the carton ID and Shipment Order information. There are two levels at which RF-assisted picking can be performed: At the Carton ID level This would support individually labeled cases, as well as a single update for a complete tote (eliminating the pickers need to update picks at the item level) At the Detailed Pick level This would support the update of individual picks within a carton ID or tote.
RF-directed Picking
RF-directed picking means that the picker is directed by the system based on the assigned work area. The system dispenses picking tasks to the pickers based on the order in which the waves are released. Provision has also been made for the picker to request specific tasks, allowing management to override normal priority when necessary. RF-directed picking supports two levels at which tasks can be created: At the Individual Piece level Each individual pick is recorded (typically used where serial numbers or individual weight must be captured) At the Commodity level The picker is instructed to pick the entire quantity for a Commodity in a single task.
Using RF-assisted and RF-directed Picking

The most obvious benefit of RF-directed picking is that information about picking activities is realtime. This allows the Warehouse Management System (WMS) to be informed of events as they happen, instead of waiting for paperwork to be returned. With the introduction of RF-directed picking, many operations have adopted a paperless approach to picking, which dramatically reduces daily operating expenses.
Common Examples for RF-assisted and RF-directed Picking

Accuracy and efficiency are improved by scanning the serial numbers that are bar coded on products. Cycle counting is performed during the picking shift. RF picking ensures that system counts reflect a realtime balance. Frequent picking errors require the use of positive verification during the picking process. E-business requires constant customer updates when orders have been picked.
Picking and Case IDs/Pallet IDs

Picking is performed by Case ID. Case IDs are created in a successful allocation. A Case ID is an identifier that represents a box or a pallet. For example, if the system allocates one pallet, 15 cases, and nine eaches, the 1 pallet would be considered one pallet ID. Each of the 15 cases would have its own ID. The nine eaches (based on how they fit into boxes for cartonization) have a Case ID for each box into which they are placed.
Picking and Inventory Balances

When an item is initially allocated, it is given a status of Normal or Allocated. The product reservation updates the quantity-allocated field in the inventory balances, making that quantity unavailable for further allocations. When an item status is changed from Normal to Picked, the quantity-allocated balance is reduced, but the quantity-picked balance is increased. The total product available for further allocation remains the same as it was when the item was first allocated. Available = On Hand [Picked + Allocated] When an item status is changed to Shipped, on-hand inventory is reduced by the quantity that was shipped. An item can be unallocated (clearing the quantity allocated and quantity picked columns) up to the point it is shipped.
Picking Options RF-assisted

This section defines RF-assisted picking and describes the different RF-assisted options available.
RF-assisted Picking Tasks

RF-assisted Picking means that the picker uses the RF terminal to update the status of the Shipment Order. The picker controls the picking order. Refer to RF-assisted and RF-directed Picking for more information.
PICKING TASKS (K1)
Picking Task Screens

Cases/Pallets (K2) Screen
A Detailed Pick method is used when you are required to verify information about the item being picked. In this method, all information about the pick is captured in the Pick screen, and a Case ID or Pallet ID for the item is entered. SSA Warehouse Management 4000 verifies the information and updates the Case ID or Pallet ID to Picked.
Pieces/Eaches (K3) Screen

The Quick Pick method is generally used in Pick-and-Pack Operations. The LBL# (label number/Case ID) is scanned, and all items listed for placement in the Case ID are updated to Picked. You can also use the picking process to update the database whenever picked product is moved.
Update Pick (K4) Screen

The Update Pick screen notifies the database when a product is shipped, such as a loading a vessel.
RF Ship 1 Screen
The RF Ship 1 screen notifies the SSA Warehouse Management 4000 system when picked product is closed, packed, loaded, and shipped. Options include the following: Pack/Load/Ship (F1 screen) Pack (F12 screen) Load (F3 screen)
QC/Close Tote (DC01 screen)

The QC/Close Tote screen allows you to indicate that a Case ID/Drop ID/Tote ID has been sealed shut or closed. You can also set the QC Flag and populate various userdefined fields throughout the process. Refer to RF Quality Control Tote Close for more information.
Dyn Pick (Dynamic Pick) Menu

The Dynamic Pick Menu provides features and enhancements, such as FIFO/LIFO capabilities on the Commodity and Order Detail level, Date Code Days, Shelf-life, Selector Replenishment, and so on. Refer to the SSA Warehouse Management 4000 Dynamic Allocation User Guide for more information.
Sortation Screen
Refer to the SSA Warehouse Management 4000 Batch Picking User Guide.
Performing RF-assisted Pick (Cases/Pallets and Pieces/Eaches)

This section describes how to perform a pick task using one of the two following options: Cases/Pallets (K2) Detailed Pick screen Pieces/Eaches (K3) Quick Pick screen
A list of items for picking is created from successful allocation. The items are listed on pick tickets, which can be released from the Shipment Order screen, or are released to the task queue. The picker takes the pick ticket and picks the products in the quantity requested from the designated location. Once picked, the items are updated in SSA Warehouse Management 4000 as status Picked. If workstation pick tickets are used, a manual status change is required. With RF-assisted picking, pick tickets can be consolidated. You can create a consolidated pick ticket in the Reports module. Refer to the SSA Warehouse Management 4000 Reports User Guide for more information.
RF-assisted Picking Methods

SSA Warehouse Management 4000 provides two methods for RF-assisted picking:
Cases/Pallets (K2) Screen

The Detailed Pick method is used when you are required to verify information about the item being picked. In this method, all information about the pick is captured in the Pick screen, and a Case ID or Pallet ID for the item is entered. SSA Warehouse Management 4000 verifies the information and updates the Case ID or Pallet ID to Picked.
Pieces/Eaches (K3) Screen

The Quick Pick method is generally used in Pick-and-Pack Operations. The LBL# (label number/Case ID) is scanned, and all items listed for placement in the Case ID are updated to Picked. You can also use the picking process to update the database whenever picked product is moved. The first Picking option allows you to select full cases or pallets from flow racks or bulk storage areas. SSA Warehouse Management 4000 generates one shipping label for each full case or pallet.
Performing a Full Case or Pallet Pick (K2 Screen)

1. From the SSA Warehouse Management 4000 Main Menu, press Pick/Shipping. The Picking Tasks (K1) screen displays.
Picking Tasks (K1)
2. Press Cases/Pallets. The Cases/Pallets (K2) screen displays.
Cases/Pallets (K2)
3. Populate the following Pick From fields by scanning or by typing them: STOR - Name of the Storer of the Commodity. LOT - Identifier for a specific lot (unique Storer/Commodity/10 Lottables combination). PROD - Commodity code. ID - Movable Unit ID (MUID) associated with the product.
QTY - Amount of product to be picked.
Note
The amount cannot exceed what is in the location.
UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or each. LOC - Location of the product before picking. LBL# - Label Number or Case ID. It is the identifier for the case or lot, bar-coded on the case or pallet. DROP - Drop ID for the Commodity.
4. Populate the following Pick To fields by scanning or by typing them:
Note
If you are picking cases to a Pallet ID, enter DROP as the ID. Then, pre-assign one pallet ID and pick the cases to that pallet. This allows you to treat the pallet as one unit for moving and for status updates.
LOC - New location for the product.
Note
The suggested To location is automatically populated, based on the Default Pick To Location defined on the Putaway Zone window. If necessary, this location can be overridden; however, the location you enter must be a Pick To or Staged location type. If the location you enter is not a Pick To or Staged location type, an error message displays.
SHORT - Y or N (Yes or No); identifies whether the pick was shorted (defaults to N). Refer to the next topic Performing a Short Pick (K2 Screen) for additional information.
Cases/Pallets (K2) Sample Entry
5. When you complete the last field on the screen and press ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database, which then displays a blank screen so that you can pick the next item. 6. Repeat steps 3-5 until all pick tasks are complete. 7. Press ESC to return to the screen.
Performing a Short Pick (K2 Screen)

If there are not enough items available during picking, a short pick can be performed. Short picks are only allowed using the Case/Pallets (K2 Screen) option. If you enter Y to indicate a short pick, SSA Warehouse Management 4000 finds the line item within the same UOM that comes closest without going under the picked value. For example: Pack= 1-10-100. Order Detail has 3 lines: 3 CS, 2 CS, and 5 EA. User picks 1 CS and sets the SHORT field to Y. The system selects the line item with 2 CS as one item picked, reason = SHORT. The 2 remaining order lines stay open.
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Use the following steps to perform a short pick: 1. Follow steps 1-4 in the topic Performing a Full Case or Pallet Pick (K2 screen). 2. Enter Y in the SHORT field to indicate a short pick.
Cases/Pallets (K2) Sample Entry
3. Press ENTER. The unit transmits the data to the SSA Warehouse Management 4000 database, and then displays a blank screen to allow you to pick the next item. 4. Repeat steps 1-3 until all pick tasks are complete. 5. Press ESC to return to the screen.
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Performing Picking by Pieces/Eaches (K3 screen)

The second Picking option allows you to select pieces or inner packs from a partial pick zone. SSA Warehouse Management 4000 generates one shipping label for each case.
Note
When performing partial picks, SSA Warehouse Management 4000 assumes you are picking product from the correct pick area, and that all products assigned to each shipping label are picked and in the case. To perform a partial pick of pieces or units: 1. From the SSA Warehouse Management 4000 Main Menu, select Pick/Shipping. The Picking Tasks (K1) screen displays.
Picking Tasks (K1)
2. Press Pieces/Units. The Pieces (K3) screen displays.
Pieces (K3)
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3. Scan or type the following fields: LBL - Label Number or Case ID. It is the identifier for the case or lot, bar-coded on the case or pallet. LOC - To Location for the Commodity.
Note
The suggested To location is automatically populated based on the Default Pick To Location defined on the Putaway Zone window. If necessary, this location can be overridden; however, the location entered must be a Pick To or Staged location type. If the location entered is not a Pick To or Staged location type, an error message displays.
4. Press ENTER twice to accept the entry. 5. Repeat steps 3 and 4 until all picks are complete. 6. Press ESC to return to the screen.
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Updating Pick Status

This section describes the RF-assisted method for updating the status of a pick. If you move product that has already been picked, the third Picking option allows you to update the location or status of the product by scanning its shipping label. You can also change the Drop ID on this screen.
Updating a Picked Product Location

1. From the SSA Warehouse Management 4000 Main Menu, select Pick/Shipping. The Picking Tasks (K1) screen displays. 2. Press Update Pick. The Pick Update (K4) screen displays.
Pick Update (K4)
3. Populate the following fields by scanning or typing: LOC - New location of the Commodity. LBL# - Label number, Tote ID, or Case ID generated when allocation was performed. DROP - Drop ID used to consolidate picks. This field is used when multiple picks are consolidated onto one shipping container. The Drop ID (in this case) is the ID of the shipping container.
4. After completing the last field on the screen and pressing ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database, and then displays a blank screen for the next item. 5. Repeat steps 3 and 4 until all picked product is moved. 6. Press ESC to return to exit the screen.
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Picking for RF Shipment (RF-assisted)

This section describes how to pack product for shipment onto a Drop ID, and then load the ID onto a truck or other vessel. The shipping portion is not covered; refer to the SSA Warehouse Management 4000 Shipping User Guide for more information. The RF Ship 1 function allows you to notify the SSA Warehouse Management 4000 system of packing, loading and shipping tasks performed. This feature of the system can only be used when Pick Tasks have been released to the Task Manager.
PACK/LOAD/SHIP (PLS)
Pack/Load/Ship Process
1. Pack the product onto a Drop ID. (Options 1 or 2 above) 2. Load the Drop ID onto a truck, train, or other vessel. (Options 1 or 3 above) 3. Ship the vessel. This ships all contents of the Drop ID. (Option 1 above)
Note
You can Pack the product onto a Drop ID located on the departing vessel, skipping step 2.
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Sample Scenario Step 1: Pack Case IDs 0000000199 and 0000000200 onto a Drop ID, DROPID01 at DOCK.
Sample PACK/LOAD/SHIP (F1)
Step 2: Load the Drop ID onto a truck.
Step 3: The last step is to ship the truck. All contents on the Drop ID update to Shipped. Refer to the SSA Warehouse Management 4000 Shipping User Guide for more information.
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Packing and Loading for Shipment

1. Log on to the RF unit. 2. From the SSA Warehouse Management 4000 RF Main Menu, select Pick/Shipping. The Picking Tasks (K1) screen displays. 3. Select RF Ship 1. The PACK/LOAD/SHIP (PLS) screen displays.
4. Select Pack/Load/Ship. The PACK/LOAD/SHIP (F1) screen displays.
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PACK/LOAD/SHIP (F1)
Note
You can also select PACK for Packing or LOAD for Loading. The following screens display:
RF PACK (F12)
RF LOAD (F3)
5. Scan or type appropriate information in the following fields: FROM ID - Current ID of the Commodity. For PACK, the From ID can be a Case ID or another Drop ID. For LOAD, the Drop ID is used. FROM LOC - Location from which the Commodity is being moved (Optional) TO ID - New Drop ID for the Commodity (PACK); ID of the truck, train, or other vessel that the product is going to ship on (LOAD) TO LOC - A location to which the Commodity is being moved. Note that this location can be part of the system tables or a ghost location. (Required for PACK; optional for LOAD.)
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ACT - The action being performed: PACK, LOAD, or SHIP.
6. After you complete the last field on the screen and press ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database and then displays a blank screen so that you can pick the next item.
Note
After pressing ENTER to confirm, the system determines whether the Drop ID entered already exists. If it does not, the system prompts you to enter the location of the Drop ID. Scan or type the TO LOC and press ENTER.
PACK Location (F1)
7. Repeat steps 5 and 6 until packing and loading are complete. 8. Press ESC to return to the screen.
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Picking from SSA Warehouse Management 4000 Workstation

This section describes how to update the status of a pick through the workstation (as opposed to through RF). A pick line can be updated from normal to picked or shipped from the Show Picks tab of the Shipment Order window. A drop-down list for each pick line displays the status of the pick.
Changing Status to Picked

1. Navigate to Warehouse Documents Shipment Order. The Shipment Order - Search window displays. 2. Enter any applicable information about the order. Right-click and select Apply Search. The Shipment Order window displays in Form View if one record matches the criteria, and in List View if multiple records match the criteria. 3. Click the blue book in front of a Shipment Order Number. Select a Shipment Order that successfully allocated. The Detail List tab displays. 4. Right-click the detail line and select Show Picks. The Picks tab displays. 5. Right-click and select Modify Mode, unless already in Modify Mode.
Shipment Order Picks Tab
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6. Click on the Status field drop-down for the item being picked and change the Status (Printed/Released or Normal) to Picked. 7. Right-click and select Save. The Pick Line and Inventory Balance changes are updated. For more information on the Shipment Order window, refer to the SSA Warehouse Management 4000 Order Processing User Guide, Shipment Orders.
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RF-directed Picking
This section describes how to execute an RF-directed pick. RF-directed picking means that the picker is directed by the system based on his/her assigned work area. The system dispenses picking tasks to the pickers based on the order in which the waves were released. Refer to RF-assisted and RF-directed Picking for more information.
Note
You must have permission to do pick tasks in the Task Manager User window. Note that you must also be set up for the correct pick type, such as Pick Piece, Pick Case, and so on. Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Task Manager Setup for more information.
Task Manager User
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Performing an RF-directed Pick

1. From the SSA Warehouse Management 4000 Main Menu, select the Task Manager option. The Task Manager (TMM) screen displays.
Task Manager (TMM)
2. Select Standard. The Task Manager (T1) screen displays.
Task Manager (T1)
3. Scan or type the following fields: Area1 Scan or type the area or location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task Type P to select Picking tasks. PK Pick displays in the field. If nothing is selected, non-pick tasks are sent.
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4. If applicable, the system sends you the first pick task. The Pick (TPK) screen displays.
Pick (TPK)
5. Press ENTER to accept the current pick task. (To cancel, press ESC. The system prompts you to enter a reason code.) A new Pick (TPK) screen displays.
Note
If there are any special instructions, a separate screen displays with the instructions. Refer to Special Instructions for RF-directed Picking for more information.
6. Confirm the following fields by scanning or typing the following information:
Pick (TPK)
PROD - Commodity or product being picked FROM - Location of the Commodity before picking MUID - Movable Unit ID (MUID) associated with the product
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TO - The suggested To location is automatically populated, based on the Default Pick To Location defined on the Putaway Zone window. If necessary, this location can be overridden; however, the location entered must be a Pick To or Staged location. If the location entered is not a Pick To or Staged location type, an error message displays. ID - New ID associated with the product (optional) QTY - Amount of product picked REAS - Reason code, if applicable (Whenever a user short-picks a task, a reason for doing so must be entered.)
The following fields are populated by the system and do not require confirmation: STOR - Name of the Storer of the Commodity CASE - Case ID or Label number associated with the pick task PACK - Pack for the Commodity UOM - Unit of measure for the Commodity. Example: Case, Pallet, Innerpack, or Each
7. When you complete the last field on the screen and press ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database. You are then prompted to press ENTER to accept the next task, or ESC to cancel.
Press ENTER
Note
If picking cases to a Pallet ID, you can enter DROP as the ID, and then pre-assign one pallet ID and pick many cases to that pallet. This allows you to treat the pallet as one unit for moving and for status updates.
8. Repeat steps 37 until all pick tasks have been completed.
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9. Press ESC to return to the screen.
Note
The N/n New Case ID message refers to your ability to assign a new Case ID to picks remaining after an initial case is full. Refer to Adding a New Case ID when Picking for more information.
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RF-directed Pick Verification Methods

To determine a verification method, enter a value in the FROM and LPN (License Plate Number) fields and press ENTER. The system performs a search on task detail using the LPN and FROM location you entered to find the To Location for the LPN. Using that location, the system identifies the Putaway Zone and determines the Positive Verification method for this zone. If the Positive Verification method is Location, the system must validate the data entered in the FROM field with the location of the inventory. If the Positive Verification method is Check Digit, the system must calculate the Check Digit of the location in which the inventory is located to verify that it matches the Check Digit entered. If the Positive Verification method is None, the system assumes that the correct location was used.
Location Verification Sample

The field label occurrence of MUID has been changed to FLPN (From License Plate Number); LPN has been changed to TLPN (To License Plate Number).
RF-directed Pick Location Verification Sample
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Check Digit Verification Sample

Note that the CKDG (Check Digit) field has been added to the following screen.
RF-directed Pick Check Digit Verification Sample
No Positive Verification Sample

No confirmation fields.
RF-directed Pick No Positive Verification Sample
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RF-assisted and RF-directed Picking Reports

The following table provides a list of all reports associated with RF-assisted and RFdirected Picking. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Commercial Invoice Consolidated Pick Ticket Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodities in Location Report Multiple Locations Assigned to Commodity Report Pack Slip Description Displays invoice information for an order, or group of orders. This report can be generated from the Shipment Order or the Wave. Displays invoice information for an order, or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) for all Commodities in a location. Displays system inventory balances (On-hand, Allocated, and so on) for all locations of a Commodity. Displays the total system inventory for Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities within a designated date range. Provides a detail listing of completed tasks by user, and times associated with each task. Provides a summary listing of completed tasks by user, and times associated with each task. Displays locations containing multiple Commodities. The report is sorted by location, and then by the Commodities in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity, and then location. Provides packing information for a particular order or group of orders. This document can be generated from the Shipment Order or the Wave. Provides packing information for an order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information to perform the picking activity in a paper environment. Displays picking information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Displays products that are due to expire within a designated number of days from the system date.
Pack Slip Pick List Pick List Product Near Expiration Report
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Report Name Re-order Forecast
Description Displays information about the current inventory situation for a Commodity (On-hand and On-order), and the associated reorder point for that Commodity. Contains RF-assisted Picking information for an order. This report can be generated from the Wave. Contains RF-directed Picking information for an order, including barcode information. This report can be generated from the Wave.
RF-assisted Pick List RF-directed Pick List Shipment Order Reports Stock Movement by Commodity Stockout Report Stockout Summary
Provides details of system activity against a Commodity for a designated period. The transaction types associated with this activity also display. Provides detail on shipment order shortages where there is not sufficient product available to fulfill the requested quantity. Provides summary information on shipment order shortages where there is not sufficient product available to fulfill the requested quantity.
Wave Reports
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RF-assisted and RF-directed Picking Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with RF-assisted and RF-directed Picking functionality. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Note
Picking Events are not triggered through Dynamic Allocation.
Event Type Commodity Modified Inventory Modified Pick Completed
Description An existing Commodity record is updated or modified by the user. Inventory has been updated on modified by a user transaction. A Pick Detail has been updated or modified to Picked status. In SSA Warehouse Management 4000 there are several ways to update a Pick Detail Line to Picked: Manually update a Shipment Order Pick Detail Line from Normal to Picked through the Status field. Completing the RF-directed Pick displayed on your RF unit. Completing the RF-assisted Pick displayed on your RF unit. Through RF Loading and Batch Picking
Pick Created Pick Detail Created Pick Detail Picked
A Pick Detail Lines has been created from an allocation transaction. The Allocation process is complete, and pick detail lines are created. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked. A Shipment Order has been manually created by a user, or imported. A Shipment Order has been manually deleted by a user. A Shipment Order Pick Detail Line has been manually created by a user, or imported. A Shipment Order Pick Detail Line has been manually deleted by a user. A Shipment Order Pick Detail Line has been manually modified by the user. A Shipment Order has been manually modified by the user.
Shipment Order Created Shipment Order Deleted Shipment Order Line Created Shipment Order Line Deleted Shipment Order Line Modified Shipment Order Modified
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Quantity Confirmation on Picking
Chapter

SSA Warehouse Management 4000 allows the warehouse to determine whether a Location Quantity confirmation is performed during the RF picking processes. The picker validates the quantity in the location based on configuration settings.
Using Quantity Confirmation on Picking

Picking errors often are the cause inventory imbalance conditions. Quantity confirmation allows warehouse management to confirm quantities in the pick location during the picking process. If the picker confirms the quantity in the location, the picking process can continue. If the picker reports that the Quantity in the location does not match the System Quantity, then a Request to Count is created in the background, allowing the picker to continue the picking process.
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Quantity Confirmation Setup

This section describes how to set up quantity confirmation functionality. The Putaway Zone setup is a required setup.
Putaway Zone Setup

The Putaway Zone lets you set up whether Quantity Confirmation is allowed in the zone, and lets you set up the quantity level that triggers the confirmation. 1. Navigate to Support Setup Putaway Zone. The Putaway Zone window Search tab displays. 2. To modify a current record, enter information about the record. 3. Right-click and select Apply Search. The Putaway Zone window - Form tab displays. Or To add a new record, right-click and select Add New Record. The Putaway Zone: (New) window displays. Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Setting Up a Putaway Zone for more information. 4. From the drop-down menu in the Quantity Confirmation during RF Picks field, select Quantity Confirmation is Allowed. This allows the system to perform the quantity confirmation based on the quantity set in the When Location Inventory is less than or equal to field. 5. Enter a numeric value in the When Location Inventory is less than or equal to field. This value triggers the quantity confirmation based on the inventory balance in the location being picked. The Quantity Confirmation during RF Picks and When Location Inventory is less than or equal to fields work together to determine whether a quantity confirmation is to be performed during the RF Picking process.
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Quantity Confirmation for Full Case or Pallet Pick

1. From the SSA Warehouse Management 4000 RF Main Menu, select Pick/Shipping. The Picking Tasks (K1) screen displays.
Picking Tasks (K1)
2. Select Cases/Pallets. The Cases/Pallets (K2) screen displays.
Cases/Pallets (K2)
3. Populate the following Pick From fields by scanning or typing the information: STOR - Name of the Storer of the Commodity LOT - Identifier for a specific lot (unique Storer/Commodity/10 Lottables combination) PROD - Commodity code ID - Movable Unit ID (MUID) that the product is on
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QTY - Amount of product in the specified location UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or each LOC - Location of the product before picking LBL# - Label Number or Case ID. It is the identifier for the case or lot, bar-coded on the case or pallet DROP - Drop ID for the Commodity LOC - New location for the product SHORT - Y or N (Yes or No); identifies whether the pick was shorted (defaults to N)
4. Scan or type information into the following Pick To fields:
5. When you complete the last field on the screen and press ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database. 6. If Quantity Confirmation is allowed, the following screen displays.
Sample Cases/Pallets (K2) Quantity Confirmation
7. If the Quantity in the location matches the QTY field on the RF unit, the picker selects Y (Yes) and then continues with the picking process. 8. If the Quantity in the location does not match the QTY field on the RF unit, the picker selects N (No) and a Request to Count is created. The picker continues the picking process.
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Quantity Confirmation for RF-directed Picking

This section describes how to process quantity confirmation for RF-directed picks. 1. From the SSA Warehouse Management 4000 RF Main Menu, select Task Manager. The Task Manager (TMM) screen displays.
Task Manager (TMM)
Task Manager (T1)
3. Scan or type information into the following fields: Area1 - The area or location for the tasks. If this field is blank, the system accesses tasks for all areas for which you have permission. Task - Type P once to select Picking tasks. PK Pick displays in the field. If nothing is selected, you can receive other tasks.
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Pick (TPK)
5. Press ENTER to accept the current pick task. (To cancel, press ESC. The system prompts you to enter a reason code.) Any special instructions associated with the Commodity or Pick task are displayed.
Sample Special Instruction Screen (RF-directed Pick)
In cases where special instructions have been defined for both the Commodity and the order detail, both display on the RF unit. Special instructions defined at the Commodity level display first, followed by those defined at the order detail level. 6. Use the up and down arrow keys to scroll the messages if necessary. 7. Press ENTER twice to confirm acceptance.
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Pick (TPK)
8. Confirm the following fields by scanning or typing the information: PROD - Commodity code FROM - Location of the Commodity before picking MUID - Movable Unit ID (MUID) that the product is on TO - Location of the Commodity after picking ID - New ID associated with the product, if any QTY - Amount of product in the specified location REAS - Reason code, if applicable (Whenever you short pick a task, enter a reason for doing so.)
The following fields are populated by the system and do not require confirmation: STOR - Name of the Storer of the Commodity CASE - Case ID or Label number associated with the pick task PACK - Pack for the Commodity UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or each
9. When you complete the last field on the screen and press ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database.
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10. If Quantity Confirmation is allowed, the following screen displays:
Sample Quantity Confirmation (RF-directed Picking)
11. If the Quantity in the location matches the QTY field on the RF unit, the picker selects Y (Yes) and continues the picking process. If the Quantity in the location does not match the QTY field on the RF unit, the picker selects N (No) and a Request to Count is created. The picker continues the picking process. 12. You are prompted to press ENTER to accept the next task, or ESC to cancel.
Pick (TPK)
Note
If picking cases to a Pallet ID, you can enter DROP as the ID. You can then pre-assign one pallet ID and pick many cases to that pallet. This allows you to treat the pallet as one unit for moving and for status updates.
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13. Repeat steps 3 - 5 until all pick tasks have been completed. 14. Press ESC to return to the screen.
Note
N/n New Case ID refers to your ability to assign a new Case ID to picks remaining after an initial case is full. Refer to Add New Case ID During Picking for more information.
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Quantity Confirmation for Cluster Picking

This section describes how to process quantity confirmation with cluster picking. 1. From the RF Main Menu, select the Task Manager option. The Task Manager (TMM) screen displays.
Task Manager (TMM)
2. Select option 4 Cluster Picking. The Cluster Pick (TM2) screen displays.
Cluster Pick (TM2)
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3. Select either By Order ID if picking orders, or By Case ID if picking cases. (Pressing ESC returns you to the Task Manager screen.)
Pick Order ID (TM3)
Pick Case ID (TM4)
4. Scan or type information for the Area field. 5. Press either F to perform the pick tasks in forward (ascending) order, or R to perform the tasks in reverse (descending) order. 6. Press ENTER. SSA Warehouse Management 4000 returns a list of blank numbered lines. 7. Do one of the following: For the Enter Orders (TM31) screen, scan or type the Shipment Order number for each order to be picked, up to 30. For the Enter Case IDs (TM41) screen, scan or type the Tote/Case IDs, up to 30.
Enter Orders (TM31)
Enter Case IDs (TM41)
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8. Press ENTER twice after entering the last order or Case ID. SSA Warehouse Management 4000 returns the first pick, based on the selection sequence.
Pick (TPKO) Orders
Pick (TPKC) Case IDs
9. Press ENTER to accept the pick. 10. A new Pick (TPKO or TPKC) screen displays. Confirm the following fields by scanning or typing the information:
Pick (TPKO) Orders
TO:
PROD - Commodity code FROM - Location of the Commodity before picking MUID - Movable Unit ID (MUID) that the product is on (if applicable) ID - New ID to be associated with the product, if any QTY - Amount of product in the specified location REAS - Reason code, if applicable (Whenever a user short picks a task, you must enter a reason for doing so.)
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The following fields are populated by the system and do not require confirmation: STOR - Name of the Storer of the Commodity CASE - Case ID or label number associated with the pick task PACK - Pack for the Commodity UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or eaches
Refer to RF-directed, RF-assisted, and Cluster Picking Field Definitions for more information. 11. When you complete the last field on the screen and press ENTER, you are prompted to press ENTER again to accept. Pressing ESC cancels the task.
Pick (TPKO)
Pick (TPCK)
12. The system transmits the pick information to the server and the pick is confirmed. 13. If Quantity Confirmation is allowed, the following screen displays.
Sample Quantity Confirmation (RF Cluster Picking)
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14. If the Quantity in the location matches the QTY field on the RF unit, the picker selects Y (Yes) and continues the picking process. If the Quantity in the location does not match the QTY field on the RF unit, the picker selects N (No) and a Request to Count is created. The picker continues the picking process. 15. You are prompted to press ENTER to accept the next task, or ESC to cancel.
Press ENTER Message
16. After you press ENTER, the system sends the next pick for the same location. If there are no picks for same location, the system sends picks for the next location, following the Forward or Reverse logic. 17. When all of the picks for the tote have been completed, the RF unit returns a Close Tote message. Refer to the screen shot below. If you have arrived at the end of a pick path and the RF unit has not returned a Close Tote message for all totes, this means there are outstanding picks in other work areas. RF pickers assigned in other work areas scan the remaining totes to retrieve any outstanding tasks.
Close the Tote Message
If there are no more tasks, the system returns the message: Nothing to do. You can press ESC to enter another series of order numbers or Case IDs.
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RF Cluster Picking Verification Methods

Location Verification Sample

The field label occurrence of MUID has been changed to FLPN (From License Plate Number); LPN has been changed to TLPN (To License Plate Number).
RF Cluster Picking Location Verification Sample
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RF Cluster Picking Check Digit Verification Sample

RF Cluster Picking No Positive Verification Sample
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Conditional Validation on Picking
Chapter

SSA Warehouse Management 4000 allows the warehouse to determine the specific validations that the system performs during the RF picking processes. The system validates data entered by the RF picker based on configuration of these settings. The following information can be validated: Location from which product is selected Product number [or any other product ID (UPC, UCN, and so on)] Pallet ID number selected Minimum shelf life requirements versus the date entered by picker Lot number selected New lot, location, and ID combination (system verifies against inventory records for the product selected) Ship Groups
Using Conditional Validation on Picking

The most common reason for inventory imbalance conditions is picking errors. Conditional Validation allows warehouse management to target the data that requires validation. It also eliminates the need for pickers to enter extra data that is not required for verification.
Common Examples of Conditional Validation on Picking

Pickers in the warehouse might pick from the wrong locations. Through Conditional Validation, they could be required to scan a barcode to verify that they are picking from the correct location, eliminating many picking errors. The forklift operators might stock the wrong product in the picking locations. Through Conditional Validation, the pickers could be required to verify that they are stocking the correct item.
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Warehouse locations hold two pallets, and it is important that pickers select product from the correct pallet. Through Conditional Validation, the pickers could be required to verify that they are picking from the correct pallet. Company policy mandates that no items leave the warehouse with less than 30 days of shelf life. With Conditional Validation, the warehouse can meet specific customer requests, such as shipping product with only 60 days of shelf life or more.
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Conditional Validation Process

This section describes the functions of each of the validation types: Post-allocation Post-pick Pre-ship
It also describes the basic process for Conditional Validation.
Post-allocation
When Post-allocation Validation is enabled, the system verifies that all detail line items on an order have been allocated.
Post-pick
What the system does for Post-pick Validation depends on the routines that have been enabled. For example, if Shelf Life is enabled, the system does a shelf life validation when the pick is processed. If Check Lot, Location, and ID are enabled, then the system is checking the validation of entries in this field when the pick is done.
Pre-ship
What the system does for Pre-ship Validation depends on what routine is enabled. The difference is that the validation is taking place when you are attempting to ship, rather than attempting to pick.
Basic Process
On all allocation, RF picking, and shipping activities, the system reads a list of validation routines from a table. The system executes these validation routines to determine whether there are any errors. If there are no errors, the allocation, pick, or shipping action can be completed; otherwise, an error message appears on the workstation or RF user. This requirement also applies to all RF-directed and RF-assisted picking, including Cluster Picking and Batch Picking.
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Conditional Validation Setup

This section describes how to set up conditional validation functionality for each of the following validation types: Post-allocation Validation Post-pick Validation Pre-ship Validation
Commodity Setup
The General tab on the Commodity window allows you to set the minimum shelf life for Picking. 1. Navigate to Support Setup Commodity. The Commodity window Search tab displays. 2. To modify a current record, enter information about the record, then right-click and select Apply Search. The Commodity window - General tab displays. Or To add a new record, right-click and select Add New Record. The Commodity: (New) window displays. Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Setting Up a Commodity for more information. 3. If modifying a current record, right-click and select Modify Mode, unless already in Modify Mode. 4. Click the drop-down menu in the Shelf Life Indicator field and select Yes. (No is the default). This allows the system to perform validations based on shelf life provided the routines are enabled. The Inbound Shelf Life and Outbound Shelf Life fields can now be populated. 5. Click the drop-down menu in the Shelf Life Code Type field and select Expiration Date or Manufacturing Date. The system compares the code type selected (Expiration Date or Manufacturing Date) to the current date to calculate the shelf life.
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6. Enter the number of days in the Outbound Shelf Life field. The Outbound Shelf Life is the number of days permitted before the Expiration Date, or the number of days permitted after the Manufacturing Date.
Commodity: (New) General Tab
Notes
The Minimum Shelf Life field is used only if the Minimum Shelf Life field is not populated. The Inbound Shelf Life field does not apply to this functionality. To view a conditional validation associated with a Commodity, rightclick the Commodity record and select Show Conditional Validation. Right-click and select Apply Search to view any validation records.
Setup on the Conditional Validation Window

This window is used to define the conditions under which Post-allocation, Post-pick, and Pre-ship validation routines are performed.
Post-allocation Validation Setup

1. Navigate to Support Setup Conditional Validation. The Conditional Validation Search tab displays. 2. To view the default (pre-populated) records, right-click and select Apply Search. The Conditional Validation window displays in Form View if one record matches the criteria and in List View if multiple records match the criteria.
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Note
The only edit allowed to the default Post-Allocation Validation routine is to enable or disable the validation.
3. To create a new record, click on the Search tab. Right-click and select Add New Record. The Conditional Validation: (New) window displays. 4. When adding a new record, populate the header fields for each validation type: Consignee - Party to whom the Commodity is delivered. Storer - Owner of the Commodity to be validated. Commodity - Product to be validated.
Note
The Consignee, Storer, and Commodity fields are not required for the default record. However, all three fields are required when adding a new record.
Type - Validation type for the record. Click on the drop-down menu and select Post-Allocation Validation. Minimum Shelf Life - Minimum number of days a customer allows between the current date and either the expiration date or the manufacturing date for an item being shipped. (The Expiration Date or the Manufacturing Date fields are found on the Commodity window.) This number is compared with the calculated number to determine if the validation passes or fails. This field cannot be edited for Post-allocation Validation. Enabled - Determines if the Validation Routine header is validated by the system. If set to No, the system does not validate this record. Default - Displays Y for default records created by the system, and N for any records you create. It is pre-populated. Validation Routine - Validation routine that the system should follow. In this case, there is only one choice, Post-Allocation Validation, and it is already selected. Enabled - Click on the box to enable the validation routine. Only enabled routines are considered by the system when processing validations.
5. Populate the following detail fields as required:
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6. The system populates the following fields: Validation Key (header) - Gives the validation a unique identifier, which you can override. Sequence (detail) - Determines the sequence of the validation routines that the system should follow.
Conditional Validation: (New) - Post-Allocation Validation
7. Right-click and select Save.
Post-pick Validation Setup

Note
The only edits allowed to the default Post-Pick Validation routine are to enable or disable the validations.
3. To create a new record, click the Search tab. Right-click and select Add New Record. The Conditional Validation: (New) window displays.
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4. When adding a new record, populate the header fields for each validation type: Consignee - Party to whom the Commodity is delivered. Storer - Owner of the Commodity to be validated. Commodity - Product to be validated.
Note
Type - Validation type for the record. Click the drop-down menu and select Post-Pick Validation. Minimum Shelf Life - Minimum number of days the customer allows between the current date, and either the expiration date or the manufacturing date for the item being shipped. This number is compared with the calculated number to determine if the validation passes or fails. Enabled - Determines if the Validation Routine header is validated by the system. If set to No, this record is not validated by the system. Default - Displays Y for default records created by the system, and N for any records you create. It is pre-populated. Validation Routine - Validation routine the system should follow. Select one of the following: Shelf Life Comparison, Check Lot, Check Location, Check Commodity, Check ID, and Check New LOT, LOC, ID. Refer to the following chart for definitions.
5. Populate the following detail fields:
Note
When using the Check Lot routine, you must modify the prompts.ini file to require that the lot be entered on an RF unit.
Enabled - Click the check box to enable the validation routine. Only enabled routines are considered by the system when processing validations. RF-directed Picking- Click the check box to allow consideration of RF-directed Pick tasks in the validation routine. RF-assisted Picking- Click the check box to allow consideration of RF-assisted Pick tasks in the validation routine.
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Note
Of the six routines supplied, Shelf Life Comparison is the only routine that works with both RF-directed and RF-assisted Picking. The remaining routines work with RF-directed Picking only.
Validation Routine Shelf Life Comparison
Definition When enabled, the system works through the following process to validate Shelf Life Comparison: Identify the Shelf Life Code Type for the item on the Commodity window (Manufacturing or Expiration Date). Compare either the Manufacturing or Expiration date to the current date to calculate the shelf life. If the Shelf Life Code is Expiration Date, the calculated shelf life is compared to the Minimum Shelf Life defined on the Conditional Validation window. If not defined on the Conditional Validation window, the system uses the value on the Commodity record. When the calculated shelf life is less than the Minimum Shelf Life, the validation fails. When the calculated shelf life is greater than the Minimum Shelf Life, the validation passes. If the Shelf Life Code is Manufacturing Date, the calculated shelf life is compared to the Minimum Shelf Life defined on the Conditional Validation window. If not defined on the Conditional Validation window, the system uses the value on the Commodity record. When the calculated shelf life is less than the Minimum Shelf Life, the validation passes. When the calculated shelf life is greater than the Minimum Shelf Life, the validation fails.
Check Lot
To use this validation, modify the prompts.ini file to require that the lot be entered. Once entered, the system validates that the correct lot was returned if this validation is enabled. This routine works only with RF-directed Picking. If enabled, the system verifies that the location you entered is the same as the location called for in the pick task or pick detail. If disabled, you can enter any location and the system accepts the entry. This does not cause the system to change anything about the pick task or pick detail; it simply ignores what you entered. This routine works only with RF-directed Picking. If enabled, the system verifies that the Commodity you entered is the same as the Commodity called for in the pick task or pick detail. If disabled, you can enter any Commodity and the system accepts the entry. This does not cause the system to change anything about the pick task or pick detail; it simply ignores what you entered. This routine works only with RF-directed Picking.
Check Location
Check Commodity
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Validation Routine Check ID
Definition If the system is set to keep the Movable Unit ID in the pick slot (Lose ID is not set for this location and over-allocation is OFF), enabling this flag causes the system to check the entered ID versus the ID used on the pick or task detail to ensure you entered the correct ID. If disabled, you can enter any MUID and the system accepts the entry. This does not cause the system to change anything about the pick task or pick detail; it simply ignores what you entered. Only Movable Unit IDs are validated. This routine works only with RF-directed Picking. If enabled, you can enter a new lot, location, and ID for the pick task or pick detail. The system then verifies that there is available quantity for this change (the stock is not allocated on another order) and updates the pick detail with the newly entered information. If disabled, the system simply checks the lot, location, and ID based on the above mentioned settings. It should be noted that if this routine is enabled, the Check Lot, Check Location, and Check ID routines should not be activated. They are mutually exclusive.
Update New LOT, LOC, ID
Validation Routines - Definitions
6. The system populates the following fields: Validation Key (header) - Gives the validation a unique identifier, which you can override. Sequence (detail) - Determines the sequence of the validation routines that the system should follow. The sequence starts with one (1) and cannot be edited.
Conditional Validation - Post-Pick Validation
7. To add another detail record, right-click the detail and select Add. 8. Populate the fields as described in step 4 above, and select a new Validation Routine. 9. Right-click and select Save.
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Pre-ship Validation Setup

Note
The only edits allowed to the default Pre-ship Validation routine are to enable or disable the validations.
3. To create a new record, click the Search tab. Right-click and select Add New Record. The Conditional Validation: (New) window displays. 4. When adding a new record, populate the header fields for each validation type: Consignee - Party to whom the Commodity is delivered. Storer - Owner of the Commodity to be validated. Commodity - Product to be validated.
Note
Type - Validation type for the record. Click the drop-down menu and select Pre-Ship Validation. Minimum Shelf Life - Minimum number of days the customer allows between the current date and either the expiration date or the manufacturing date for the item being shipped. This number is compared with the calculated number to determine if the validation passes or fails. Enabled - Determines if the Validation Routine header is validated by the system. If set to No, this record is not validated by the system. Default - Displays Y for default records created by the system and N for any records you create. It is pre-populated. Validation Routine - Validation routine that the system should follow. Select from Ship Group Validation and Shelf Life Comparison. Refer to the chart below for definitions.
5. Populate the following detail fields as required:
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Enabled - Click the check box to enable the validation routine. Only enabled routines are considered by the system when processing validations.
Definition When enabled the system checks to ensure that all items for matching Ship Groups have been fully allocated. If the system finds that items with a matching Ship Group were not fully allocated, the system provides an error message and does not allow the shipment of the order. The error message displays when shipping is attempted from the Shipment Order, Wave, or through Mass Ship of either orders or pick details. If disabled this check is not performed. Ship Groups are defined at the Shipment Order Detail Level. There are three Ship Groups: 01, 02, and 03. The Ship Together flag at the Shipment Order header takes precedence over the Ship Group Validation. If the Ship Together flag is set at the Shipment Order header, all lines must be fully allocated for the order to ship. The default value for the Ship Together Flag is No. Valid entries for this field are Y =Yes and N =No
Validation Routine Ship Group Validation
Shelf Life Comparison
When enabled, the system works through the following process to validate Shelf Life Comparison: Identify the Shelf Life Code for the item on the Commodity window (Manufacturing or Expiration Date). Compare either the Manufacturing or Expiration date to the current date to calculate the shelf life. If the Shelf Life Code is Expiration Date, the calculated shelf life is compared to the Minimum Shelf Life defined on the Conditional Validation window. If not defined on the Conditional Validation window, the system uses the value on the Commodity record. When the calculated shelf life is less than the Minimum Shelf Life, the validation fails. When the calculated shelf life is greater than the Minimum Shelf Life, the validation passes. An entry of zero (0) in the Minimum Shelf Life field assumes no shelf life validation. If the Shelf Life Code is Manufacturing Date, the calculated shelf life is compared to the Minimum Shelf Life defined on the Conditional Validation window. If not defined on the Conditional Validation window, the system uses the value on the Commodity record. When the calculated shelf life is less than the Minimum Shelf Life, the validation passes. When the calculated shelf life is greater than the Minimum Shelf Life, the validation fails.
Validation Routines - Definitions
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6. The system populates the following fields: Validation Key (header) - Gives the validation an identifier, which you can override. Sequence (detail) - Determines the sequence of the validation routines the system should follow. The sequence starts with one (1) and cannot be edited.
Conditional Validation: (New) - Pre-Ship Validation
7. Right-click and select Save.
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Describing Validation Types

This section describes how each of the following validation types works to verify the validation routines in the system: Post-allocation Post-pick Pre-ship
Post-Allocation Validation
If the validation has been enabled, the system works through the steps below to identify and process the appropriate validations. All of these steps are complete after allocation has taken place to ensure that all lines are allocated. First the system looks for any routines to be run in which the Consignee, Storer, and Commodity are all populated (not blank). If the routine is defined and enabled, the system runs the validation and completes the process. If the above search was unsuccessful, the system searches for any routines to be run in which the Consignee, Storer and Commodity are all blank. If the routine is defined and is enabled, the system runs the validation and completes the process. If the validation fails (all detail line items on the order have not allocated), a Validation Failed message appears on either the workstation or RF unit. Refer to the example below. Any allocations that have been completed are reversed, with the pick details deleted, and the inventory records updated.
Sample Post-Allocation Error Message - Generated at Validation
If the above searches are unsuccessful, there are no Postallocation validations.
Notes
Post-allocation Validation runs after any substitution checks for the detail order line. The only edit allowed to the default Post-allocation Validation routine is to enable or disable the validation.
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Shelf Life validations do not take place with Post-Allocation Validation.
Post-pick Validation
If the validation has been enabled, the system works through the steps below to identify and process the appropriate validations. All of these steps are complete before the system finalizes the RF pick confirmation. First the system looks for any routines to be run in which the Consignee, Storer, and Commodity are all populated (not blank). If the routine is defined and is enabled, the system runs the validation and completes the process. If the above search was unsuccessful, the system searches for any routines to be run in which the Consignee, Storer, and Commodity are all blank. If the routine is defined and is enabled, the system runs the validation and completes the process. In each of the above steps, it is possible to find more than one Post-Pick Validation process. The system executes the validations based on the sequence number until they have all been processed or an error is encountered. If the above searches are unsuccessful, there are no Post-pick Validations to be done. If the validation routine fails, a Validation Failed message appears on either the workstation or RF unit being used. The pick is not confirmed. The system ships with six default Post-pick Validation detail routines: Shelf Life Comparison Check Lot Check Location Check Commodity Check ID Check New LOT, LOC, ID
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RF-directed Picking Process

To perform RF-directed picks: 1. The Picker receives the Pick Task on the RF Unit. 2. The Picker confirms the Pick Task and sends the transaction to be processed. 3. The system follows the above steps to determine if any Post-pick Validations must be executed. 4. If any of the validations fail, a Validation Failed error message appears. There is no other indication on the screen that the system is going through a validation routine. 5. Upon fail, the status of the pick task is In-Process.
RF-assisted Picking Process

To perform RF-assisted picks: 1. The Picker scans the key to the Pick Task to be processed. 2. The Picker enters the data for the Pick Task. 3. The system follows the above steps to determine if any Post-pick Validations must be executed. 4. If any of the validations fail, a Validation Failed error message appears. There is no other indication on the screen that the system is going through a validation routine. Refer to the following example in which Check Commodity is enabled and the wrong Commodity was entered at the time it was picked.
Sample Error Message from Post-pick Validation
The next example uses the Check ID Validation Routine for the Consignee/Storer/Commodity combination in which the wrong ID is entered:
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Sample Error Message from Post-Pick Validation
Pre-ship Validation
If the validation has been enabled, the system works through the steps below to identify and process the appropriate validations. All of these steps are completed before the system finalizes the shipment confirmation. First the system looks for any routines to be run in which the Consignee, Storer, and Commodity are all populated (not blank). If the routine is defined and is enabled, the system runs the validation and completes the process. If the above search was unsuccessful, the system searches for any routines to be run in which the Consignee, Storer, and Commodity are all blank. If the routine is defined and enabled, the system runs the validation and completes the process. If the above search was unsuccessful, there are no Pre-shipment Validations to be done. If the validation fails, a Validation Failed message appears on either the workstation or RF unit. The status of the order remains as it was prior to the attempt to ship.
Sample Error Message from Pre-Ship Validation
If no errors are encountered, the shipment is updated and the order status is set to 9. The system ships with two Pre-shipment Validation routines: Ship Group Validation or Shelf Life Comparison. The settings for Consignee, Storer, and Commodity for both are blank. The validation routines default to Disabled.
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Conditional Validation Reports

The following table provides a list of all reports associated with Conditional Validation. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodities in Location Report Multiple Locations Assigned to Commodity Report Pack Slip Pick List Pick List Product Near Expiration Report Re-order Forecast Description Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities to be picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) for all Commodities in a location. Displays system inventory balances (On-hand, Allocated, and so on) for all locations for a Commodity. Displays the total system inventory for Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a detailed listing of completed tasks by user and times associated with each task. Provides a summary listing of completed tasks by user and times associated with each task. Displays locations containing multiple Commodities. The report is sorted by location, and then by the Commodities in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity and then by location. Provides packing information for an order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information necessary to perform picking in a paper environment. Displays picking information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Displays products that are due to expire within a designated number of days from the system date. Displays information about the current inventory situation for a given Commodity (On-hand and On-order) and the associated reorder point for that Commodity. Contains RF-assisted Picking information for an order. This report can be generated from the Wave.
RF-assisted Pick List
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Report Name RF-directed Pick List Shipment Order Reports Stock Movement by Commodity Stockout Report Stockout Summary
Description Contains RF-directed Picking information for an order, including barcode information. This report can be generated from the Wave.
Wave Reports
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Conditional Validation Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with Conditional Validation functionality. There are no events specific to Conditional Validation alone, but the following events that apply to RF-assisted and RF-directed Picking also apply to Conditional Validation. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Commodity Modified Inventory Modified Pick Completed Description An existing Commodity record is updated or modified by the user. Inventory has been updated or modified by a user transaction. A Pick Detail has been updated or modified to Picked status. In SSA Warehouse Management 4000 there are several ways to update a Pick Detail Line to Picked: Pick Created Pick Detail Created Pick Detail Picked Manually update a Shipment Order Pick Detail Line from Normal to Picked through the Status field. Completing the RF-directed Pick displayed on your RF unit. Completing the RF-assisted Pick displayed on your RF unit. Through RF Loading and Batch Picking
A Pick Detail Line has been created from an allocation transaction. The Allocation process is complete, and pick detail lines are created. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked. A Shipment Order has been manually created by a user, or imported. A Shipment Order has been manually deleted by a user. A Shipment Order Pick Detail Line has been manually created by a user, or imported. A Shipment Order Pick Detail Line has been manually deleted by a user. A Shipment Order Pick Detail Line has been manually modified by the user. A Shipment Order has been manually modified by the user.
Shipment Order Created Shipment Order Deleted Shipment Order Line Created Shipment Order Line Deleted Shipment Order Line Modified Shipment Order Modified
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Special Instructions with RF Picks
Chapter

The SSA Warehouse Management 4000 system now allows special instructions to be sent to the RF picker. These instructions can either be sent each time a Commodity is picked, or only for a special need dictated by a customers order. The instruction screen only displays if there are special instructions sent. Pickers may need to be reminded or informed of details regarding a Commodity, or the special needs of a particular customer. The proper management of these instructions ensures that the picker is made aware of these instructions. Instructions entered at the Commodity level display for the picker every time the Commodity is picked. Instructions downloaded with the customer order, or keyed in by warehouse personnel only display when the Commodity is selected for that customers order. With this, provision is made at both the macro and micro levels, ensuring that accurate information is available.
Common Examples Using Special Instructions

A warehouse needs to remind the picker to Always Bubble Wrap a highly breakable item. A picker needs to be reminded to always Tighten the Lid on a Commodity, since lids become loose as the item cools. A customer requested that the warehouse Box this Item Separately but Send It With the Rest of the Order, since the customer has a rush order. A store has requested that the warehouse Send Extra Green bananas to it, since it is very remote and the bananas have been arriving overripe.
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Generating Special Instructions with RF Picks

This section describes how to use Special Instructions with RF Picks. Specific topics include how to set up the following: Special Instructions for a Commodity Special Instructions for a Pick Task
Some warehouse operations require that special instructions associated with specific orders or Commodities be transmitted to the RF unit of the warehouse picker. With this feature, users can create special instructions for RF picking that display at the Commodity level, or at the Shipment Order detail level.
Special Instructions for the Commodity

1. Navigate to Support Setup Commodity. The Commodity window Search tab displays. 2. In the appropriate fields, type information about the Commodity to add special instructions. Right-click and select Apply Search. The Commodity window displays in Form View if one record matches the criteria and in List View if multiple records match the criteria.
Notes
This feature can also be used when creating a new Commodity. For more information about the Commodity window, refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Setting Up a Commodity.
3. Right-click and select Extended View. The User-defined tab and other tabs display. 4. Click on the Notes tab.
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5. Right-click and select Modify Mode, unless already in Modify Mode.
Commodity Notes Tab
6. Click in the Picking Instructions field. Any instructions entered here display when RF picking is performed. Type any special picking instructions to be associated with the Commodity. 7. Right-click and select Save.
Special Instructions for a Pick Task

1. Navigate to Warehouse Documents Shipment Order. The Shipment Order window Search tab displays. 2. Type information about a Shipment Order to be modified in the appropriate field, such as the Seller. Right-click and select Apply Search. The Shipment Order window displays in Form View if one record matches the criteria and in List View if multiple records match the criteria.
Notes
This feature can also be used when creating a new Shipment Order. For more information about the Shipment Order window, refer to the SSA Warehouse Management 4000 Order Processing User Guide, Shipment Orders.
3. Click the blue book. The Detail List for that Shipment Order displays.
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4. Right-click and select Modify Mode, unless already in Modify Mode.
Shipment Order Detail List Tab
5. Scroll to the right to the Picking Instructions field in the detail. Any instructions entered here display when RF picking is performed. Click in the field and type any special picking instructions associated with the order line. 6. Right-click the detail and select Save.
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Special Instructions for RF-assisted Picking

This section describes how to accept and process special instructions with RFassisted picks using the following picking menu options: Cases/Pallets (K2) Pieces/Units (K3)
Special Instructions for Full Case or Pallet Pick (K2 Screen)

Notes
Picking notes only display if they have been entered at either the Commodity or Shipment Order detail level. Refer to the previous section for details. Picking notes display after the RF user enters all required data on the RF and presses ENTER for the first time. This is prior to the system committing the transaction to the database. Picking notes fields display whatever has been entered, up to a maximum of 255 characters.
1. From the SSA Warehouse Management 4000 Main Menu, select Pick/Shipping. The Picking Tasks (K1) screen displays.
Picking Tasks (K1)
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2. Select Cases/Pallets. The Cases/Pallets (K2) screen displays.
Cases/Pallets (K2)
3. Populate the following Pick From fields by scanning or typing them: STOR - Name of the Storer of the Commodity LOT - Identifier for a specific lot (unique Storer/Commodity/10 Lottables combination) PROD - Commodity code ID - Movable Unit ID (MUID) that the product is on QTY - Amount of product in the specified location UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or each LOC - Location of the product before picking LBL# - Label Number or Case ID. It is the identifier for the case or lot, bar-coded on the case or pallet DROP - Drop ID for the Commodity LOC - New location for the product SHORT - Y or N (Yes or No); identifies whether the pick was shorted (defaults to N)
4. Populate the following Pick To fields by scanning or by typing them:
5. When you complete the last field on the screen and press ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database.
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6. If there are any special instructions associated with the Shipment Order or the Commodity, they display at this time. In those instances in which special instructions have been defined for both the Commodity and the Shipment Order detail, both display on the RF unit. Special instructions defined at the Commodity level display first (NTS1), followed by those defined at the Shipment Order detail level (NTS2). Refer to the example below.
Sample Cases/Pallets (K2) Special Instruction
7. Press the up and down arrow keys to scroll through any messages. 8. Press ENTER several times to confirm acceptance. A blank Cases/Pallets (K2) screen displays, ready for the next pick task. 9. Repeat steps 3 - 8 until all pick tasks are complete. 10. Press ESC to return to the screen.
Special Instructions for Pieces/Eaches (K3 Screen)

The second Picking option allows you to select pieces or inner packs from a partial pick zone. SSA Warehouse Management 4000 generates one shipping label for each case.
Notes
Picking notes only display if they have been entered at either the Commodity or Shipment Order detail level. Refer to the previous section for details. Picking notes display after the RF user enters all required data on the RF unit and presses ENTER for the first time. This is prior to the system committing the transaction to the database.
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Pick notes fields display whatever has been entered in the appropriate fields, up to a maximum of 255 characters.
1. From the SSA Warehouse Management 4000 Main Menu, select Pick/Shipping. The Picking Tasks (K1) screen displays.
Picking Tasks (K1)
2. Select Pieces/Units. The Pieces (K3) screen displays.
Pieces (K3)
3. Scan or type the following fields: LBL - Label Number or Case ID. It is the identifier for the case or lot, bar-coded on the case or pallet. LOC - Location for the goods.
4. Press ENTER twice to accept the entry. 5. When you complete the last field on the screen and press ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database.
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If there are any special instructions associated with the Shipment Order and the Commodity, they display at this time. In those instances in which special instructions have been defined for both the Commodity and the Shipment Order detail, both display on the RF unit. Special instructions defined at the Commodity level display first (NTS1), followed by those defined at the Shipment Order detail level (NTS2). Refer to the example below.
Sample Pieces (K3) Special Instruction
6. Repeat steps 3 5 until all picks are complete. 7. Press ESC to return to exit the screen.
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Special Instructions for RF-directed Picking

This section describes how to accept and process special instructions for RF-directed picks.
Notes
Picking notes only display if they have been entered at either the Commodity or Shipment Order detail level. Refer to Generating Special Instructions for RF Picks for more information. Picking notes display after the RF user enters all required data on the RF unit and presses ENTER for the first time. This is prior to the system committing the transaction to the database. Pick notes fields display whatever has been entered in the appropriate fields, up to a maximum of 255 characters.
1. From the SSA Warehouse Management 4000 Main Menu, select Task Manager. The Task Manager (TMM) screen displays.
Task Manager (TMM)
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Task Manager (T1)
3. Scan or type the following fields: Area1 - Scan or type the area or location for the tasks. If this field is blank, the system access tasks for all areas in which you have permission. Task - Type P once to select Picking tasks. PK Pick displays in the field. If nothing is selected, non-pick tasks are sent.
Pick (TPK)
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5. Press ENTER to accept the current pick task. (To cancel, press ESC. The system prompts you to enter a reason code.) If there are any special instructions associated with the Commodity or Pick task, they display at this time.
Sample Special Instruction Screen (RF-directed Pick)
In those instances where special instructions have been defined for both the Commodity and the order detail, both display on the RF unit. Special instructions defined at the Commodity level display first, followed by those defined at the order detail level. 6. Use the up and down arrow keys to scroll through the messages if necessary. 7. Press ENTER twice to confirm acceptance.
Pick (TPK)
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8. Confirm the following fields by scanning or typing the information: PROD - Commodity code FROM - Location of the Commodity before picking MUID - Movable Unit ID (MUID) that the product is on TO - Location of the Commodity after picking ID - New ID associated with the product, if any QTY - Amount of product in the specified location REAS - Reason code, if applicable. Whenever you short pick a task, enter a reason for doing so
The following fields are populated by the system and do not require confirmation: STOR - Name of the Storer of the Commodity CASE - Case ID or Label number associated with the pick task PACK - Pack for the Commodity UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or eaches
Pick (TPK)
Note
If picking cases to a Pallet ID, you can enter DROP as the ID. You can then pre-assign one pallet ID and pick many cases to that pallet. This allows you to treat the pallet as one unit for moving, and for status updates.
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10. Repeat steps 3 - 5 until all pick tasks have been completed. 11. Press ESC to return to the screen.
Note
N/n New Case ID refers to your ability to assign a new Case ID to picks remaining after an initial case is full. Refer to Add New Case ID During Picking for more information.
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Special Instructions for Cluster Picking

This section describes how to accept and process special instructions with cluster picking.
Notes
Picking notes only display if they have been entered at either the Commodity or Shipment Order detail level. Refer to Generating Special Instructions for RF Picks for more information. Picking notes display after the RF user enters all required data on the RF unit and presses ENTER for the first time. This is prior to the system committing the transaction to the database. Picking notes fields display whatever has been entered in the appropriate fields, up to a maximum of 255 characters.
1. From the RF Main Menu, select option Task Manager. The Task Manager (TMM) screen displays.
Task Manager (TMM)
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2. Select option Cluster Picking. The Cluster Pick (TM2) screen displays.
Cluster Pick (TM2)
Pick Order ID (TM3)
Pick Case ID (TM4)
4. Scan or type the Area. 5. Press either F to perform the pick tasks in forward (ascending) order, or R to perform the tasks in reverse (descending) order. 6. Press ENTER. SSA Warehouse Management 4000 returns a list of blank numbered lines.
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7. Do one of the following: For the Enter Orders (TM31) screen, scan or type the Shipment Order number for each order to be picked, up to 30. For the Enter Case IDs (TM41) screen, scan or type the Tote/Case IDs, up to 30.
Enter Orders (TM31)
Pick (TPKO) Orders
9. Press ENTER to accept the pick.
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If there are any special instructions associated with the Shipment Order or the Commodity, they display at this time. In those instances in which special instructions have been defined for both the Commodity and the Shipment Order detail, both display on the RF unit. Special instructions defined at the Commodity level display first (NTS1), followed by those defined at the Shipment Order detail level (NTS2). Refer to the example below.
Sample Special Instructions (Cluster Picking)
10. A new Pick (TPKO or TPKC) screen displays. Confirm the following fields by scanning or typing the information:
Pick (TPKO) Orders
TO:
PROD - Commodity code FROM - Location of the Commodity before picking MUID - Movable Unit ID (MUID) that the product is on (if applicable) ID - New ID to be associated with the product, if any QTY - Amount of product in the specified location REAS - Reason code, if applicable (Whenever a user short picks a task, you must enter a reason for doing so.)
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The following fields are populated by the system and do not require confirmation: STOR - Name of the Storer of the Commodity CASE - Case ID or label number associated with the pick task PACK - Pack for the Commodity UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or each
11. When you complete the last field on the screen and press ENTER, you are prompted to press ENTER again to accept. Pressing ESC cancels the task.
Pick (TPKO)
Pick (TPCK)
12. The system transmits the pick information to the server and the pick is confirmed. You are then prompted to press ENTER to accept the next task, or ESC to cancel.
Press ENTER Message
13. After you press ENTER, the system sends the next pick for the same location. If there are no picks for same location, the system sends picks for the next location, following the Forward or Reverse logic.
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14. When all of the picks for the tote have been completed, the RF unit returns a Close Tote message. Refer to the screen shot below. If you have arrived at the end of a pick path and the RF unit has not returned a Close Tote message for all totes, this means there are outstanding picks in other work areas. RF pickers assigned in other work areas scan the remaining totes to retrieve any outstanding tasks.
15. If there are no more tasks, the system returns the message: Nothing to do. You can then press ESC to enter another series of order numbers or Case IDs.
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Special Picking Instructions Reports

The following table provides a list of all reports associated with Special Picking Instructions functionality. Refer the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket Description Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities to be picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) for all Commodities in a location. Displays system inventory balances (On-hand, Allocated, and so on) for all locations of a Commodity. Displays the total system inventory for a Commodity. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a detailed listing of completed tasks by user and times associated with each task. Provides a summary listing of completed tasks by user and times associated with each task. Displays locations containing multiple Commodities. The report is sorted by location, and then by the Commodities contained in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity and then by location. Provides packing information for a particular order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information necessary to perform a picking activity in a paper environment. Displays products that are due to expire within a designated number of days from the system date.
Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodities in Location Report
Multiple Locations Assigned to Commodity Report Pack Slip
Pick List Product Near Expiration Report
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Description Displays information about the current inventory of a Commodity (On-hand and On-order), and the associated reorder point for that Commodity. Provides details of system activity against a Commodity for a designated period. The transaction types associated with this activity also display. Provides detail on Shipment Order shortages in which there is not sufficient product available to fulfill the requested quantity. Provides summary information on Shipment Order shortages in which there is not sufficient product available to fulfill the requested quantity.
Stock Movement by Commodity
Stockout Report Stockout Summary
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Special Picking Instructions Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with Special Picking Instructions functionality. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Inventory Updated Pick Completed Description Inventory has been updated or modified by a user transaction. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked. The Allocation process is complete and pick detail lines are created. A Shipment Order has been manually created by a user or imported. A Shipment Order has been manually deleted by a user. A Shipment Order Pick Detail Line has been manually created by a user or imported. A Shipment Order Pick Detail Line has been manually deleted by a user. A Shipment Order Pick Detail Line has been manually modified by the user. A Shipment Order has been manually modified by the user. An existing Commodity record is updated or modified by the user.
Pick Created Shipment Order Created Shipment Order Deleted Shipment Order Line Created Shipment Order Line Deleted Shipment Order Line Updated Shipment Order Updated SKU Updated
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Adding New Case IDs During Picking
Chapter

The SSA Warehouse Management 4000 cartonization function provides the ability to pre-define what is to be picked into outbound cartons (totes, pallets, and so on). However, sometimes product that has been systematically estimated for placement into a carton does not fit because of user error in cube calculation. SSA Warehouse Management 4000 now offers the ability to add a new case, tote, pallet, or carton ID during the picking process. The functionality is available with RF Task Manager Standard Picking or Task Manager Cluster Picking.
Adding New Case ID During RF Picking

This function resolves picking issues related to fit. The picker can create a new tote, pallet, and so on, or use an existing tote, pallet, and so on, from a customers order. This function only needs to be performed for the first pick that does not fit. All remaining picks for that carton are automatically moved to the new or existing Case ID.
Common Examples of Adding a New Tote

A picker is selecting product for a customer order that was supposed to fit into a single tote, but the tote is full, and numerous picks remain. A picker is selecting product to put into two containers and realizes that the entire amount fits in one container.
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Adding New Case ID During Standard and Cluster Picking

This section describes how to add a new Case ID when picking by either of the following forms: Standard Task Manager Picking Cluster Picking
Process
When you want to add a new Case ID, you have two options. (This applies to the TPK, TPKO, and TPKC screens, seen later in this section.) In each case, the N/n New Case ID message displays on the screen: When the pick task first displays After populating the last field on the TPK, TPKO, or TPKC confirmation screens
Note
The second option is less efficient, but is available if the product is not going to fit in the system-selected Case ID.
After entering the new Case or Tote ID, confirm the pick.
Adding a New Case ID During Standard Picking

Task Manager (TMM)
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Task Manager (T1)
3. Scan or type the following fields: Area1 - Scan or type the area or location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Type P to select Picking tasks. PK Pick displays in the field. If nothing is selected, non-pick tasks are sent.
Pick (TPK)
5. If the product is not going to fit in the designated case or tote, proceed to the next section, Creating Additional Case IDs. 6. Press ENTER to accept the current pick task. (To cancel, press ESC. The system prompts you to enter a reason code.) A new Pick (TPK) screen displays.
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Note
If there are any special instructions, a separate screen displays with instructions. Refer to Special Instructions for RF-directed Picking for more information.
Pick (TPK)
TO:
PROD - Commodity code FROM - Location of the Commodity before picking MUID - Movable Unit ID (MUID) that contains the product ID - New ID to be associated with the product, if any QTY - Amount of product in the location REAS - Reason code, if applicable. Whenever a user short picks a task, you must enter a reason for doing so
The following fields are populated by the system and do not require confirmation: STOR - Name of the Storer of the Commodity CASE - Case ID or Label number associated with the pick task PACK - Pack for the Commodity
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UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or each
Note
After pressing ENTER on the last field, the N/n New Case ID message displays. At this point, you can enter a different Case ID.
Creating Additional Case IDs

If you need to create another Case ID, press N or n. The General Pick (NCI) screen displays.
General Pick (NCI)
1. Scan or type the new case or tote ID in the NewID field.
WARNING!
If you enter a new Case ID, it must distinguishable from the systemgenerated Case ID. A Case ID from a different order cannot be used. You can assign an existing Case ID; however, it must be within the same Shipment Order.
Note
You can either populate the NewID field or populate the Printer field to request a system-generated Case ID label. For an example, refer to the end of this section.
2. Press ENTER twice to accept. If the Case ID is accepted, it is assigned to the pick detail, and the following screen displays.
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Case ID Update
3. Press ENTER to re-confirm the Pick task. The initial Pick (TPK) screen displays again.
Pick (TPK)
4. Repeat step 7 above to confirm the pick. 5. When you complete the last field on the screen and press ENTER, you are prompted to press ENTER to accept. Pressing ESC cancels the task.
Press ENTER Message
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6. After you press ENTER, the system sends the next pick for the same location. If there are no picks for same location, the system sends picks for the next location, following the Forward or Reverse logic. 7. When all of the picks for the tote have been completed, the RF unit returns a Close Tote message. If you have arrived at the end of a pick path and the RF unit has not returned a Close Tote message for all totes, this means there are outstanding picks in other work areas. RF pickers assigned to other work areas scan the remaining totes to retrieve any outstanding tasks.
8. If there are no more tasks, the system returns the message: Nothing to do. Select ESC to return to the main menu.
Nothing to do Message
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Adding a New Tote ID with Cluster Picking:

Task Manager (TMM)
2. Select the Cluster Picking option. The Cluster Pick (TM2) screen displays.
Cluster Pick (TM2)
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3. Select either By Order ID if picking orders, or By Case ID if picking cases. (Press ESC to return to the Task Manager screen.)
Pick Order ID (TM3)
Pick Case ID (TM4)
4. Scan or type the Area. 5. Press either F to perform the pick tasks in Forward (ascending) order, or R to perform the tasks in Reverse (descending) order. 6. Press ENTER. SSA Warehouse Management 4000 returns a list of blank numbered lines. 7. Do one of the following: For the Enter Orders (TM31) screen, scan or type the Shipment Order number for each order to be picked, up to 30. For the Enter Case IDs (TM41) screen, scan or type the Tote/Case IDs, up to 30.
Enter Orders (TM31)
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Pick (TPKO) Orders
9. If the product is not going to fit on the designated case/tote, then skip to step 12. 10. Press ENTER to accept the pick. A new Pick (TPKO or TPKC) screen displays.
Pick (TPKO) Orders
Note
If there are any special instructions, a separate screen displays with instructions. Refer to Special Instructions for Cluster Picking for more information.
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11. Confirm the following fields by scanning or typing the information: TO: ID - New ID to be associated with the product, if any QTY - Amount of product in the location (Required) REAS - Reason code, if applicable (Whenever you short pick a task, you must enter a reason for doing so.) PROD - Commodity code (Required) FROM - Location of the Commodity before picking (Required) MUID - Movable Unit ID (MUID) that contains the product (if applicable)
The following fields are populated by the system and do not require confirmation: STOR - Name of the Storer of the Commodity CASE - Case ID or label number associated with the pick task PACK - Pack for the Commodity UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or eaches
Note
After pressing ENTER on the last field, the N/n New Case ID message displays. At this point, you can enter a different Case ID.
Pick (TPKO)
Pick (TPKC)
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Creating another Case ID

1. If you need to create another Case ID, press N or n. The NCI Pick by CaseID screen displays.
NCI Pick by Case ID
2. Scan or type the new case or tote ID in the NewID field. Note that a Case ID from a different order cannot be used. The new Case ID is added to the list of Case IDs you pick.
Note
You can either populate the NewID field or the Printer field to request a system-generated Case ID label. For an example, refer to the end of this section.
3. Press ENTER twice to accept. If the Case ID is accepted, the Case ID is assigned to the pick detail and the following screen displays:
Case ID Update
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4. Press ENTER to re-confirm the Pick task. The initial Pick (TPKO or TPKC) screen displays again.
Pick (TPKO) Orders
5. When you complete the last field on the screen and press ENTER, you are prompted to press ENTER to accept. Pressing ESC cancels the task.
Pick (TPKO)
Pick (TPCK)
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6. The system transmits the pick information to the server and the pick is confirmed. You are then prompted to press ENTER to accept the next task or ESC to cancel.
Press ENTER Message
7. After you press ENTER, the system sends the next pick for the same location. If there are no picks for same location, the system sends picks for the next location, following the Forward or Reverse logic. 8. When all of the picks for the tote have been completed, the RF unit returns a Close Tote message. If you have arrived at the end of a pick path and the RF unit has not returned, a Close Tote message for all totes, this means there are outstanding picks in other work areas. RF pickers assigned in other work areas scan the remaining totes to retrieve any outstanding tasks.
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9. If there are no more tasks, the system returns the message: Nothing to do. You can then escape out to enter another series of order numbers or Case IDs.
Nothing to do Message
System-generated Case ID Labels

From either of the following NCI screens, you have the option to let the system assign the new ID.
NCI General Pick
NCI Pick by Case ID (for Cluster Picking)
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For example: 1. From the NCI General Pick screen above, do not populate the NewID field. Press ENTER. The NCI General Pick screen displays.
NCI General Pick
2. If necessary, populate the Print field with the name of the printer to which the new label should be sent. 3. Press ENTER twice. A new Case ID label generates. The following window displays.
New Case ID Message
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4. Press ENTER. The pick task displays for confirmation with the new systemassigned Case ID.
Pick (TPK)
5. Press ENTER to re-confirm the Pick task. Confirm the Pick task by populating the necessary fields.
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Adding New Case ID Reports

The following table provides a list of all reports associated with the Adding a New Case ID functionality. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket Description Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities to be picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) for all Commodities for a given location(s). Displays system inventory balances (On-hand, Allocated, and so on) for all locations for a given Commodity. Displays the total system inventory for given Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a detailed listing of completed tasks by user, and times associated with each task. Provides a summary listing of completed tasks by user, and times associated with each task. Displays locations containing multiple Commodities. The report is sorted by location, then by the Commodities in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity and then by location. Provides packing information for a particular order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information necessary to perform a picking activity in a paper environment. Displays products that are due to expire within a designated number of days from the system date. Displays information about the current inventory situation for a Commodity (On-hand and On-order), and the associated reorder point for that Commodity.
Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodity in Location Report Multiple Locations Assigned to Commodity Report Pack Slip
Pick List Product Near Expiration Report Re-order Forecast
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Report Name Stock Movement by Commodity
Description Provides details of system activity against a Commodity for a designated period. The transaction types associated with this activity also display. Provides detail on Shipment Order shortages in which there is not sufficient product available to fulfill the requested quantity. Provides summary information on Shipment Order shortages in which there is not sufficient product available to fulfill the requested quantity.
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Adding a New Case ID Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with Adding a New Case ID functionality. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Inventory Updated Pick Completed Description Product has been updated or modified. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked status. The Allocation process is complete, and pick detail lines are created. A Shipment Order Pick Detail Line has been manually modified by the user. A scheduled Task Manager task has been completed by a user. A new Task Manager task has been created. A Task Manager task has been updated or modified by a user.
Pick Created Shipment Order Line Updated Task Completed Task Created Task Updated
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RF Move Content between Totes
Chapter

RF Move Content between Totes is a function that allows associates to distribute the content of a picked tote or pallet, to another tote(s) or pallet(s). Once you identify the source pallet or tote, the RF unit returns the content, allowing distribution of the content to new or existing pallets or totes. Once the content of the source tote or pallet has been completely distributed, the original record is removed. The primary reason to consolidate the outbound pallets or totes would be to maximize the cube utilization of the outbound vehicles. In other words, the warehouse does not want to send half-full pallets or totes because they waste valuable space. Correct use of this function ensures that the warehouse can provide accurate detail of the contents of each outbound tote.
Common Examples Using RF Move Content between Totes

A warehouse has multiple zones that each use different picking methods. After picking, the order assembler distributes the content of one tote to totes from other sections. A selector returns a tote with lids that do not close. Other totes for the order have extra room to handle the overflow. A customer defines special packaging requirements after an order was sent to the pickers. It must be redistributed based on the customers request, and accurate paperwork about the content must accompany each box.
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Moving Contents between Totes

This section describes the step-by-step process for moving contents from one tote to another through RF functionality. More specifically, it covers moving: Contents from a tote to another existing tote Contents from a tote to a new tote Pick Detail Records of a Case ID to a Drop ID.
Moving Contents from One Tote to Another

1. Create a Shipment Order and allocate the order. Right-click the header on the Shipment Order with pick tasks to move and select Show Picks. The Shipment Order window Picks tab displays. Refer to the SSA Warehouse Management 4000 Order Processing User Guide, Shipment Orders for information on creating and allocating Shipment Orders. For example, you have allocated Shipment Order #00000000110, and now have five pick details. Four are assigned to Case ID 00000000632, and one to Case ID 0000000633.
For example purposes, assume that only 70 eaches fit in case # 0000000632.
Note
The Case ID can be considered a tote or a packing carton.
Therefore, you need to move one of the pick detail records from Case ID 0000000632 to Case ID 0000000633.
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2.
From the RF Main Menu, select option RF Inquiry. The Inquiry Tasks (IQ) screen displays.
Inquiry Tasks (IQ)
3.
Select CS Cont x Pick. The Case Inquiry (IQ1) screen displays.
Case Inquiry (IQ1)
4.
Scan or type the Case ID of the tote that requires product removed.
Case Inquiry (IQ1)
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5.
Press ENTER twice to accept. The CS IQ Result screen displays with the contents of the Case ID in the following fields: ID - Case ID on which the inquiry is being performed (input on previous screen) STOR - Name of the Storer of the product PROD - Commodity code QTY - Amount of product in the specified location DROP - Drop ID associated with the specified Case ID DLOC - Drop location of the product CUST - Customer
Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, RF Inquiry Option 2: Case Contents by Pick for more information. 6. If there are multiple pick detail records in the Case ID, press 4 or 6 to scroll backward or forward through the list.
CS IQ Result
7.
When the item that needs to be moved displays, press O or o. The Case IQ Options screen displays.
Case IQ Options
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8.
Select Move Tote Cnts. The Move NSCID (MVCS) screen displays.
Move NCSID (MVCS)
9.
Key in the new Case ID number into the CSID field at the bottom of the screen. This can be an existing Case ID record or a new Case ID record. In this example, the pick detail is moved to an existing Case ID, 0000000633.
Move NSCID (MVCS)
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10. Press ENTER to confirm the move. The screen is updated with the new Case ID.
Move NCSID (MVCS)
11. To view the update on the Show Picks tab in the Shipment Order window, do one of two things Open the Shipment Order screen, enter the Shipment Order number in the appropriate column, then right-click and select Apply Search on the specific Shipment Order. Right-click the header and select Show Picks. Maximize the Shipment Order window. Right-click the Form tab in the header, and then select Refresh Shipment Order. Click the Picks tab.
Note
Pick details can also be viewed on the Pick Detail tab of the Wave window.
12.
The system has moved a Case ID from one tote to another. In this example, there are three pick detail records assigned to Case ID 0000000632, and two pick detail records assigned to Case ID 0000000633.
Shipment Order Window Picks Tab
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Moving Contents from One Tote to a New Tote

You need to create a new Case ID in the process. 1. Follow steps in the previous section. Refer to sample picks below.
2. To assign a new Case ID that does not currently exist in the system, do one of two things: 1) Type or scan the new Case ID to move the pick to, or have the system generate the Case ID and print a label.
Move NCSID (MVCS)
Press ENTER twice to accept. The screen is updated with the new Case ID.
Move NSCID (MVCS)
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2) To have the system generate the Case ID, tab through the CSID and DROP fields without entering a value.
Move NCSID (MVCS)
3) The system prompts for the Printer ID. Scan or type the Printer ID, then press ENTER twice.
NCI Printer ID
4) Scan or type the printer ID. Upon confirming the printer ID, the system assigns the new Case ID. 5) To view the update on the Show Picks tab in the Shipment Order window, do one of two things: Open the Shipment Order screen, enter the Shipment Order number in the appropriate column, then right-click and select Apply Search on the specific Shipment Order. Right-click the header and select Show Picks. Maximize the Shipment Order window. Right-click the Form tab in the header and select Refresh Shipment Order. Click the Picks tab.
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Note
Pick details can also be viewed from the wave screen.
Moving Pick Detail Records of Case ID to Drop ID

A user can assign the pick detail records of a Case ID to a Drop ID within the Move Tote Cont. screen. You can assign the pick details to an existing Drop ID record, or scan or type in a new Drop ID record. 1. Create a Shipment Order and allocate the order. Right-click the header and select Show Picks. Refer to the SSA Warehouse Management 4000 Order Processing User Guide, Shipment Orders for information on creating and allocating Shipment Orders.
Note
There is no current Drop ID assigned to the pick detail records.
2.
Open/Maximize the RF menu. From the RF Main Menu, select the RF Inquiry option. The Inquiry Tasks (IQ) screen displays.
Inquiry Tasks (IQ)
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3.
Select CS Cont x Pick. The Case Inquiry (IQ1) screen displays.
Case Inquiry (IQ1)
4.
Scan or type the Case ID to be assigned to a Drop ID.
Case Inquiry (IQ1)
5.
Press ENTER twice to accept. The CS IQ Result (XX) screen displays with the contents of the Case ID in the following fields: ID - Case ID on which the inquiry is being performed (input on previous screen) STOR - Name of the Storer of the product PROD - Commodity code QTY - Amount of product in the location DROP - Drop ID associated with the Case ID DLOC - Drop location of the product CUST - Customer
Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, RF Inquiry Option 2: Case Contents by Pick for more information.
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6.
If there are multiple pick detail records in the Case ID, press 4 or 6 to scroll backward or forward through the list.
CS IQ Result
7.
When the item that needs to be moved displays, press O or o. The Case IQ Options screen displays.
Case IQ Options
8.
Select Move Tote Cnts. The Move NSCID (MVCS) screen displays.
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For example, to move Case ID 0000000652 to a new Drop ID called NEWDROP01, scan or type the new Drop ID in the DROP field on the Move NCSID (MVCS) screen.
Move NCSID (MVCS)
After pressing ENTER to confirm, the system determines if the Drop ID entered already exists. If it does not, the system prompts you to enter the location of the Drop ID. In the current example, DOCK was scanned as the location. Refer to RF illustrations below.
PACK Location (F1)
9.
Press ENTER twice to accept. The update is now complete.
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Move NCSID (MVCS)
10. The Drop ID information has been updated to the Shipment Order Show Picks Detail. Refer to the following screen shot.
Note
The result of the RF transaction can also be viewed in the Drop ID table. (Navigate to Task Manager Transactions Drop ID.)
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Move Contents between Totes Reports

The following table provides a list of all reports associated with Move Contents between Totes functionality. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket Description Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) for all Commodities in a location. Displays system inventory balances (On-hand, Allocated, and so on) in all locations for a Commodity. Displays the total system inventory for Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a detailed listing of completed tasks by user, and times associated with each task. Provides a summary listing of completed tasks by user, and times associated with each task. Displays locations containing multiple Commodities. The report is sorted first by location and then by the Commodities in that location. Displays all Commodities assigned to multiple locations. The report is sorted by Commodity, and then by location. Provides packing information for an order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information to perform a picking activity in a paper environment. Displays products that are due to expire within a designated number of days from the system date. Displays information about the current inventory situation of a Commodity (On-hand and On-order) and the associated reorder point for that Commodity.
Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodity in Location Report
Multiple Locations Assigned to Commodity Report Pack Slip Pick List Product Near Expiration Report Re-order Forecast
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Move Contents between Totes Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with Move Contents between Totes functionality. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Inventory Updated Move Pick Completed Description Product has been updated or modified. Product has been moved from one location to another. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked status. The Allocation process is complete, and pick detail lines are created. A Shipment Order Pick Detail Line has been manually modified by the user. A Shipment Order has been manually modified by the user. A scheduled Task Manager task has been completed by the user. A new Task Manager task has been created. A Task Manager task has been updated or modified by the user.
Pick Created Shipment Order Line Modified Shipment Order Modified Task Completed Task Created Task Updated or Modified
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RF Quality Control Tote Close
Chapter

RF Quality Control Tote Close is a special function that supports recording results from an audit of picking and consolidation functions. The auditor then uses an RF transaction to record the results of the audit. Three user-defined fields allow the warehouse to define the information to record about each audit.
Using RF Quality Control Tote Close

Picking errors are the most common reason for discrepancies between system inventory levels and physical reality. For this reason, most warehouse operations perform audits of the picked goods to try to identify the pickers who need additional training. The auditor uses fields on the pick detail and Drop ID records to support the recording of the picking audits and consolidation audits.
Common Example Using RF Quality Control Tote Close

A warehouse that performs periodical audits needs to record the number of errors, who assembled the order, and who performed the audit.
Basic Flow
1. Select QC/Close Tote from the RF Menu. 2. The system asks you to enter or scan a Case ID or Drop ID. 3. The system asks you to populate the following fields: Is Closed? QC Status, User Defined Field 1, User Defined Field 2, User Defined Field 3 (if applicable). 4. The system then updates the Case ID (Pick Detail)/Drop ID tables as necessary.
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Viewing Information on the Workstation

This section describes the fields on the Shipment Order affected by RF Quality Control Tote Close functionality. There is no setup necessary for RF Quality Control (QC) Tote Close. You can go directly to the RF unit and record the details of the audit. The Shipment Order and Drop ID windows are updated accordingly. The Shipment Order Picks tab and the Drop ID window allow you to review and update data that was entered via RF unit.
Note
If the Shipment Order window is already open, right-click the header (Form tab) and select Refresh Shipment Order. For the Drop ID window, re-apply the search by clicking on the Search tab, right-clicking, and selecting Apply Search.
Viewing Information on the Shipment Order Window

1. 2. Navigate to Warehouse Documents Shipment Order. The Shipment Order window Search tab displays. Enter information about the record to be viewed or modified, right-click, and select Apply Search. The Shipment Order displays in Form View if one record matches the criteria and in List View if multiple records match the criteria. Refer to the SSA Warehouse Management 4000 Order Processing User Guide, Shipment Orders for information on creating and allocating a Shipment Order. 3. Right-click the header and select Show Picks. The Picks tab displays with the picks that were created after successful creation and allocation of the order.
Shipment Order Show Picks Tab (center)
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Shipment Order Show Picks Tab (right side)
Note
To modify the record, right-click and select Modify Mode (unless already in Modify Mode).
4.
View the following fields for information populated in the RF unit: Is Closed?- Select Yes or No. Prevents editing or allows modification of Case ID or Drop ID records, depending on the setting. If set to Yes, you cannot modify records. However, you can change Is Closed? to No and edit the records. QC Status - Indicates whether the audit has passed or failed. Pick Detail UDF1 - User-defined field. The RF user can select what information, if any, to input into the UDF1 RF field. After the RF transaction is completed, that information displays on this field in the workstation. Pick Detail UDF2 - User-defined field. The RF user can select what information, if any, to input into the UDF2 RF field. After the RF transaction is completed, that information displays on this field in the workstation. Pick Detail UDF3 - User-defined field. The RF user can select what information, if any, to input into the UDF3 RF field. After the RF transaction is completed, that information displays on this field in the workstation.
Note
If you made any changes, right-click and select Save.
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Viewing Information on the Drop ID Window

1. 2. Navigate to Task Manager Transactions Drop ID. The Drop ID window Search tab displays. Enter information about the record to be reviewed or modified and then rightclick and select Apply Search. The Drop ID displays in Form View if one record matches the criteria and in List View if multiple records match the criteria.
Drop ID
Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Task Manager Transactions for more information. 3. Populate the following fields if applicable: Is Closed? - Prevents editing or allows modification of Case ID or Drop ID records, depending on the setting. If set to Yes, user cannot modify records. QC Status - Indicates whether the audit has passed or failed. Drop ID UDF1 - User-defined field. The RF user can select what information, if any, to input into the UDF1 field on the QC01 screen. After the RF transaction is completed, the information input on the QC01 screen displays in this field. Drop ID UDF2 - User-defined field. The RF user can select what information, if any, to input into the UDF2 field on the QC01 screen. After the RF transaction is completed, the information input on the QC01 screen displays in this field. Drop ID UDF3 - User-defined field. The RF user can select what information, if any, to input into the UDF3 field on the QC01 screen. After the RF transaction is completed, the information input on the QC01 screen displays in this field.
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Closing a Tote/Case/Drop ID through RF

This section describes the steps to closing a tote ID, Case ID, or Drop ID through the RF unit. 1. From the RF Main Menu, select option Pick/Shipping. The Picking Tasks (K1) screen displays.
Picking Tasks (K1)
2.
Press RF Ship 1. The PACK/LOAD/SHIP (PLS) screen displays.
3.
Press QC/Close Tote. The RF Tote Closed? (DC01) screen displays.
RF ToteClosed? DC01
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4.
Populate the following details, if applicable: ID - Case/Tote ID or Drop ID you want to finalize or close. CLSD - Is Closed? Allows you to close the Case/Tote/Drop ID. Press Y for Yes or N for No. Default is Yes. QCST - Status of the Case/Tote/Drop ID. Press P for Pass or F for Fail. Default is Pass. UDF1 - User-defined field. You can select which information, if any, to input. The information input through RF displays on the Shipment Order window (in the case of tote ID or Case ID) or on the Drop ID window (in the case of a Drop ID). UDF2 - User-defined field. You can select which information, if any, to input. The information input through RF displays on the Shipment Order window (in the case of tote ID or Case ID) or on the Drop ID window (in the case of a Drop ID). UDF3 - User-defined field. You can select which information, if any, to input. The information input through RF displays on the Shipment Order window (in the case of tote ID or Case ID) or on the Drop ID window (in the case of a Drop ID).
5.
Press ENTER to process the transaction. If one or more entries are not valid, an error message returns. The system first checks the Drop ID table to find the record. If found, the system records the close information at the header level of the Drop ID. If not found, the system checks the Pick Detail table looking for the Case ID. If found, the system records the close data on all pick details with that Case ID. If not found, the system returns a message to you indicating that the ID was not found. If the transaction processes correctly, the following message displays:
6.
Transaction was successful Message
7.
Press any key to return to the RF ToteClosed? screen. Repeat steps 4 - 7, or press ESC to return to the menu.
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Note
Press the ESC key at any time to return to the PACK/LOAD/SHIP PLS (RF Ship 1) screen. Recall that a user that has access to the workstation can access the record on either the Shipment Order or Drop ID windows (depending on the transaction) to verify that the transaction processed correctly. Here you can also make any corrections or updates to the status. Refer to the previous section for details.
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RF QC Tote Close Reports

The following table provides a list of all reports associated with RF Quality Control Tote Close functionality. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket Description Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) for all Commodities in a location. Displays system inventory balances (On-hand, Allocated, and so on) in all locations for a Commodity. Displays the total system inventory for Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a detailed listing of completed tasks by user, and times associated with each task. Provides a summary listing of completed tasks by user, and times associated with each task. Displays locations containing multiple Commodities. The report is sorted by location, and then by the Commodities in that location. Displays all Commodities assigned to multiple locations. The report is sorted by Commodity, and then by location. Provides packing information for an order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information necessary to perform a picking activity in a paper environment. Displays products that are due to expire within a designated number of days from the system date. Displays information about the current inventory situation for a Commodity (On-hand and On-order), and the associated reorder point for that Commodity.
Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodity in Location Report Multiple Locations Assigned to Commodity Report Pack Slip Pick List Product Near Expiration Report Re-order Forecast
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RF QC Tote Close Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with RF QC Tote Close functionality. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Inventory Updated Move Pick Completed Description Product has been updated or modified. Product has been moved from one location to another. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked status. The Allocation process is complete, and pick detail lines are created. A Shipment Order Pick Detail Line has been manually modified by the user. A Shipment Order has been manually modified by the user. A scheduled Task Manager task has been completed by a user. A new Task Manager task has been created. A Task Manager task has been updated or modified by a user.
Pick Detail Created Shipment Order Line Modified Shipment Order Modified Task Completed Task Created Task Updated
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Pick and Drop (PND)
Chapter
Pick and Drop (PND)

Pick and Drop actually has nothing to do with the regular picking functions. Pick and Drop is a term used to describe adding locations to tasks that involve moving goods around the warehouse. For example, if a fork operator picks up a pallet and drops it in an interim location before it could be moved to its final destination, it is called Pick and Drop. To support this, SSA Warehouse Management 4000 has added an inbound drop and an outbound drop location to each putaway zone in the warehouse. If a putaway zone has an inbound drop location defined, then all pallets moving into that zone are dropped into that location. Conversely, if a putaway zone has an outbound drop location defined, then all pallets exiting that zone are dropped into that location. Pick and Drop involves a multi-step process as illustrated below:
From Location
Intermediate Pick and Drop Location
Intermediate Pick and Drop Location
Destination Location
The main purpose of performing this breakdown of work is due to physical restrictions on either the From or Destination locations or more generally, restrictions on the section or aisle these locations are situated. An example is a Very Narrow Aisle (VNA), which requires use of special equipment. The work to or from this aisle would be divided such that a separate action to get inventory in or out of this aisle would be performed by a driver who operates such a piece of equipment. This division of tasks allows different RF drivers to complete each individual step.
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Pick and Drop (PND)
Using Pick and Drop

The need for this type of functionality was first defined by the use of stacker cranes and turret truck equipment that was designed to stay in a particular aisle and move pallets in (for putaway) and move pallets out (for replenishments and full pallet picks). Since these trucks could not leave the aisle, their drivers had to pick up their inbound pallets at the end of the aisle and return the outbound pallets to the end of the aisle. The following drawing depicts the use of Pick and Drop locations as described earlier:
Inbound Drop Location Outbound Drop Location
Pallet Stacker Crane or Turret Truck
Storage Locations
Storage Locations
Common Examples Using Pick and Drop Locations

The length of the trip from the receiving dock to the storage area requires the associate to drop pallets at the end of the dock and use a double pallet jack to haul them to the storage area. The use of the double pallet jack reduces the number of trips by half for the longest part of the journey. A pallet jack was used to cherry pick the cases needed to replenish the third level of the mezzanine, but a fork truck is needed to lift the cases up to the third level. A forklift driver puts away a pallet bound for a high security area and passes it through the opening used for receiving into the secure area. A pallet jack is used within the secure area to move it to its final destination.
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Pick and Drop (PND)
Additional Notes
During the overall move process, inventory is in a Pending status in the Final Destination location. This prevents the same location from being re-used for a putaway or replenishment candidate, since there is inventory already being moved to the destination location. You are provided with visibility to the current location of inventory as each step is completed. Each step of work can be performed by a different RF user. Certain points in the application, such as putaway, replenishment, moves, and so on, automatically create RF work tasks for the intermediate steps between a pair of From and To (destination) locations. Pick and Drop functionality allows a shipping pallet to move from a pick location to a Dock or Door via Pick and Drop points if required. There is no RF-directed work generated for Shipping Pallet moves through Pick and Drop locations. Shipping tasks must be performed through RFassisted Ship tasks if using PND locations.
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Pick and Drop (PND)
Setup and Configuration for Pick and Drop

This section describes the setup and configuration necessary to use the Pick and Drop functionality. It only covers the setup unique to Pick and Drop, and does not cover the basic setup such as creation of Storers, Commodities, and so on. For basic setup, refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup.
Putaway Zones and Pick and Drop Locations

A Putaway Zone can be set up to represent an individual Very Narrow Aisle (VNA), a group of Narrow Aisles, a mezzanine area, and so on. Existing Putaway Zones can be used to define Pick and Drop location restrictions for a group of locations. Each Putaway Zone has the option of an In Location and an Out Location. To create a Putaway Zone and assign Pick and Drop location(s) to it: 2. 3. 4. Navigate to Support Setup Putaway Zone or Task Manager Setup Putaway Zone. The Putaway Zone window - Search tab displays. Right-click and select Add New Record. The Putaway Zone: (New) window displays. Populate the following fields: Putaway Zone - Zone where the Pick and Drop location is positioned. Description - Description of the Putaway Zone. Pick Methods - Select from the appropriate RF-directed or RFassisted method for Case, Inner Packs, Piece/Each, Pallet, Other1 or Other2. Replenishment Method - Select Normal Replenishment unless using Cherry Pick Replenishment. This section covers Normal Replenishment only.
Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Setting Up a Putaway Zone for more information.
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Pick and Drop (PND)
Putaway Zone: (New) Form Tab
In Location and/or Out Location - To populate, right-click and select Lookup Values for In Location. The Lookup Location window Search tab displays. To create a new Pick and Drop location, rightclick and select Add New Record. The Lookup Location: (New) window displays. Location- Name of the Pick and Drop location. Loc. Type- Select Pick and Drop to identify locations functioning as Pick and Drop points. Loc. Flag- Select HOLD. These locations should be placed on hold to prevent the locations from being used for putaway or replenishment candidates. Putaway Zone- Select the Putaway Zone for the location.
5.
Populate the following fields on the Location window:
Location Form Tab
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Pick and Drop (PND)
6. 7. 8.
Right-click and select Save. Double-click on the new Location record. The location populates the In Location or Out Location field, where you performed the lookup. Right-click and select Save to save the new Putaway Zone record.
Notes
Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Setting Up a Location for more information. If an In Location or an Out Location are not defined, there is no Pick and Drop logic associated with goods moving in or out of the Putaway Zone. It is best to keep each Pick and Drop location in a separate zone, though it is possible to have multiple PND locations in the same zone.
Task Manager Area Setup

RF user access control relies heavily on Task Manager Area setup. Tight control on Task Manager Area setup aids the facilitation of separate RF users working in sections of the warehouse that require the operation of special equipment. Refer to SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Task Manager Setup for more information.
Equipment Restrictions Setup

Equipment restrictions setup defines equipment parameters within the warehouse. Refer to SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Task Manager Setup for more information.
General Pick and Drop Location Calculation

To determine if a Pick and Drop location is required, first determine whether the current From Location is in a putaway zone with a defined Out Location. If this is not the case, then ensure that the To Location is in a putaway zone that has an In Location defined.
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Pick and Drop (PND)
Task Manager Selective Moves Functionality

A sequence of move tasks is created to move inventory to the final destination via configured Pick and Drop location restrictions. At any time, a Pick and Drop location can contain a number of pallets, either relating to putaways or to replenishments. Because these pallets can be physically stacked in any sequence within the Pick and Drop locations, inefficiency problems can arise if RF moves are completely system-directed as per the current Task Manager Move functionality. For example, the system asks for a specific pallet, which is at the bottom of a stack to be moved first, requiring the fork driver to restack pallets so the pallet requested by the system can be accessed. To overcome this, the Task Manager Move functionality is required such that the RF user can select which pallet (ID) is accessible similar to the current Task Manager Putaway functionality with the exception that a suggested pallet ID displays. You can then override the suggested pallet ID. When this happens, the system must re-order the priority of tasks. Users should limit their use of the override for this reason. Because you are selectively choosing the work to perform, this overrides any priorities that can be set on the Move task, such as moves created as part of replenishment that retain the replenishment priority. For Task Manager selective moves functionality to work, the following must be setup: Must have a Task Manager Dispatch Strategy for Selective Moves. Refer to SELMOVES below.
Task Dispatch Strategy
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Pick and Drop (PND)
The Task Manager User must be set up with the following strategy (SELMOVES).
Task Manager User
Shipping Pallet Moves Functionality

A shipping pallet can be represented by a Case ID or a Drop ID. Because full pallets should not be cartonized, a full pallet pick is represented as a Case ID. The shipping pallet needs to be routed to the final Dispatch Door/Lane location, from which it is loaded onto a container. This can be through a number of Pick and Drop locations if configured to do so. For Shipping Pallet moves, the Assisted Move screen must be used for either RFassisted or RF-directed moves when using PND locations.
Notes for Picking without Pick and Drop Locations

For RF-assisted picking or RF-directed (Task Manager) non-full pallet picks, if there are no PND locations, the Assisted Move screen can still be used to direct you from the pick location to the Door/Lane. For RF-directed (Task Manager) picking of full pallets, if there are no PND locations, the Task Manager picking screen can still direct you from the pick location to the Door/Lane. Refer to RF-assisted and RF-directed Picking for more information.
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Pick and Drop (PND)
System Effects when Using Pick and Drop Locations

The Inventory Balance does not reflect the move until the Commodity is shipped, due to the complexity and performance implications involved in unlocking the allocated or picked details, and re-allocating. Therefore, moves between the pick location and the final Loading or Door location are treated as logical moves in the system. The inventory is locked and considered unavailable once the inventory has been marked as picked; this also reduces the physical inventory in the location, triggering replenishments per the Replenishment functionality. Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, Replenishment for more information. Visibility of where the shipping pallet is physically located is possible with the Drop LOC on the Picks and on the Drop ID record.
Setup for Shipping Pallet Moves with Pick and Drop Locations
The lane is designated for the customer as per existing Crossdock Lane functionality. However, if there is no Lane (or Customer) information defined, use the Door field on the Shipment Order window if it is a valid location. This allows a solution for implementations without strict customer control. In other words: 1. Find or create a crossdock lane from the Lane window in which the Lane Type is Outbound Lane and it is designated for the customer on the Shipment Order (consignee). (Navigate to the Lane Maintenance window through Crossdock Management Lane.) Note that the Lane must be defined on the Location window and tied to the appropriate zone (Putaway Zone). The Customer/Storer must be setup on the Storer window, and input in the Ship To field of the Shipment Order. For more information, refer to the SSA Warehouse Management 4000 Crossdock User Guide.
Lane Form Tab
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Pick and Drop (PND)
2.
If there is no lane for the customer (or there is no customer), then use the door from the Shipment Order. Refer to the SSA Warehouse Management 4000 Shipping User Guide for more information. If there is no door for the Shipment Order, there is no destination location for the picks.
3.
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Pick and Drop (PND)
Processing Tasks Using Pick and Drop Locations

This section provides several examples of handling product through Pick and Drop locations, providing specific scenarios for the following: One-stage Pick and Drop putaway moves Two-stage Pick and Drop putaway moves (involving more than one PND location) Replenishment (RF-directed) Picking for shipment (RF-directed)
Scenario One: One-stage Pick and Drop Moves

To put away product to a location with a Pick and Drop location, follow two steps: Step 1: Put away the product (now in STAGE) to the Pick and Drop location. After completion of this step, inventory is recognized against the Pick and Drop location. Also, inventory is recognized as Pending in the final To Location until the Step 2 below is complete. Step 2: Move the product (now in the PND location) to the final To Location for putaway. The inventory is now recognized as available in the To Location.
A2
P&D1 A1
Zone BULK01 B1 C1 B2 D1 Zone DOCK P&D2
Pallet
Zone PICK02
Zone PICK01 (Narrow Aisle)
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Pick and Drop (PND)
The following example uses these zones:

Zone DOCK BULK01 PICK01 PICK02 Zones Used in Scenario P&D1 P&D2 In Loc Out Loc
Either RF-assisted or RF-directed putaway can be used. The following example uses RF-directed putaway.
Step 1: RF-directed Putaway Task Using Pick and Drop Location

1. 2. 3. Open the RF main menu. From the main menu, select Task Manager. The Task Manager (TMM) screen displays. Select Standard. The Task Manager (T1) screen displays.
Task Manager (T1)
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Pick and Drop (PND)
4.
Scan or type the following fields: Area1 - Scan or type the area or location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Press P twice to select putaway tasks. PA- Putaway displays in the field. If nothing is selected, non-putaway tasks are sent.
Task Manager (T1)
5.
Press ENTER twice to get the first Putaway task. If applicable, the Putaway (TPA1) screen displays with all of the putaways that exist in the location or area that you designated in the Area1 field. You must execute these tasks in the order they are given. Key in the name of each zone for which to calculate putaway tasks or type ALL in the first ZONE field and press the ENTER key 3 times. The first Putaway task displays (TPA1), if applicable.
6.
Putaway (TPA1)
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Pick and Drop (PND)
7.
Press ENTER to accept the task. The Putaway (TPA3) screen displays.
Putaway (TPA3)
8. 9.
Confirm the From Location by typing or scanning, and press ENTER. Confirm the ID by typing or scanning, and press ENTER twice to accept. The Putaway (TPA2) screen displays with the To Location and To ID.
Putaway (TPA2)
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Pick and Drop (PND)
10. Press ENTER to accept. The Putaway (TPA02) screen displays.
Putaway (TPA02) with fields populated
11. Scan or type the following fields: TO - To location ID - New Movable Unit ID (MUID) QTY - Quantity to be put away PACK - Pack for the Commodity UOM - Unit of measure REAS - Reason (optional)
12. Press ENTER twice to confirm that the putaway task has been completed. If applicable, you are prompted to press ENTER to accept the next task. Press ESC to exit this screen. Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, Putaway Field Definitions for more information.
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Pick and Drop (PND)
Step 2: RF-directed Move

After completing the Putaway task to the PND location, the system generates a move task from the PND location to the putaway location. 1. From the SSA Warehouse Management 4000 Main Menu, press Task Manager. The Task Manager (TMM) screen displays.
Task Manager (TMM)
2.
Select Standard. The Task Manager (T1) screen displays.
Task Manager (T1)
3.
Scan or type the following fields: Area1 - Scan or type the area or location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Type M to select move tasks. MV Move Tasks displays in the field. If nothing is selected, non-move tasks are sent.
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Pick and Drop (PND)
4.
If applicable, the system sends you the first move task. The General Move (TMV) screen displays.
General Move (TMV) Screen
5. 6.
Press ENTER to accept the current move task. Scan or type the following fields. STOR - Name of the Storer of the Commodity PROD - Commodity code, also known as product code, item code, or UPC code FROM - Location from which the Commodity is moved ID - Current Movable Unit ID (MUID) of the product being moved, usually bar-coded on the case or pallet TO - Destination location for the Commodity ID - New Movable Unit ID (MUID) for the Commodity LOT - Lot number assigned to the Commodity QTY - Amount of Commodity moved PACK - Code identifying the set of UOMs by which the Commodity can be tracked in the facility UOM - Unit of measure for the Commodity, such as case, pallet, innerpack, or eaches
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Pick and Drop (PND)
General Move (TMV)
Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, Inventory Moves Field Definitions for more information. 7. After completing the last field on the screen and pressing ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database. You are then prompted to press ENTER to accept the next task, or ESC to cancel. Repeat steps 5 - 7 until all pick tasks have been completed. The product has now been moved from the PND Location to the appropriate Putaway Location. Press ESC to return to the screen.
8. 9.
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Pick and Drop (PND)
Scenario 2: Multiple Pick and Drop Points
Zone PICK01 (Narrow Aisle) B4 B3 A2, B2, C2 A3 PND2 Zone PD1 Zone BULK01 C3
Pallet
PND3 Zone PD3
PND1 A1
B1, C1 Zone DOCK Zone PD3 C4 Lift PND4 C5 PND5 Zone PD2
Zone PICK02 (Narrow Aisle) Zone BULK02
Zone DOCK PD1 PD2 PD3 BULK01 BULK02 PICK01 PICK02
In Loc
Out Loc
PND1 PND4 PND2 PND2
PND3 PND5
Zones Used in Scenario
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The following example uses the above zones. To put away product to a location with a Pick and Drop location, follow three steps: Step 1: Put away the product (now in STAGE) to the first Pick and Drop location. Upon completion, inventory is recognized against the Pick and Drop location. Also, inventory is recognized as Pending in the final To Location until the final step is complete. Step 2: Move the product (now in the first PND location) to the next PND location. Inventory is recognized against this new Pick and Drop location. Step 3: Move the product (now in the second PND location) to the final To Location for putaway.
Step 1: RF-directed Putaway Task Using PND Locations

1. Open the RF main menu. 2. From the main menu, select Task Manager. The Task Manager (TMM) screen displays. 3. Press Standard. The Task Manager (T1) screen displays.
Task Manager (T1)
4. Scan or type the following fields: Area1 - Scan or type the area or location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Press P twice to select putaway tasks. PA- Putaway displays in the field. If nothing is selected, non-putaway tasks are sent.
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Pick and Drop (PND)
Task Manager (T1)
5. Press ENTER twice to get the first Putaway task. If applicable, the Putaway (TPA1) screen displays with all of the putaways that exist in the location or area that you designated in the Area1 field. You must execute these tasks in the order they are given. 6. Key in the name of each zone for which to calculate putaway tasks or type ALL in the first ZONE field and press the ENTER key three times. The first Putaway task displays (TPA1), if applicable.
Putaway (TPA1)
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Pick and Drop (PND)
7. Press ENTER to accept the task. The Putaway (TPA3) screen displays.
Putaway (TPA3)
8. Confirm the From Location by typing or scanning and press ENTER. 9. Confirm the ID by typing or scanning, and then press ENTER twice to accept. The Putaway (TPA2) screen displays with the To Location and To ID.
Putaway (TPA2)
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10. Press ENTER to accept. The Putaway (TPA02) screen displays.
Sample Putaway (TPA02)
11. Scan or type the following fields: TO - To location ID - New Movable Unit ID (MUID) QTY - Quantity to be put away PACK - Pack for the Commodity UOM - Unit of measure REAS - Reason (optional)
12. Press ENTER twice to confirm that the putaway task has been completed. If applicable, press ENTER to accept the next task. Press ESC to return to the screen. Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, Putaway Field Definitions for more information.
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Pick and Drop (PND)
Step 2: RF-directed Move from PND Location to Putaway Location

After completing the Putaway task to the PND location, the system generates a move task from the PND location to the putaway location. 1. From the SSA Warehouse Management 4000 Main Menu, press Task Manager. The Task Manager (TMM) screen displays.
Task Manager (TMM)
Task Manager (T1)
3. Scan or type the following fields: Area1 - Scan or type the area or the location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Type M to select move tasks. MV Move Tasks displays in the field. If nothing is selected, you non-move tasks are sent.
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Pick and Drop (PND)
4. If applicable, the system sends you the first move task. The General Move (TMV) screen displays.
General Move (TMV)
5. Press ENTER to accept the current move task. 6. Scan or type the following fields. STOR - Name of the Storer of the Commodity PROD - Commodity code, also known as product code, item code, or UPC code FROM - Location from which the Commodity is moved ID - Current Movable Unit ID (MUID) of the product being moved, usually bar-coded on the case or pallet TO - Destination location for the Commodity ID - New Movable Unit ID (MUID) for the Commodity LOT - Lot number assigned to the Commodity QTY - Amount of Commodity being moved PACK - Code identifying the set of UOMs by which the Commodity can be tracked in the facility UOM - Unit of measure for the Commodity. Example: Case, Pallet, Innerpack, or Each
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Pick and Drop (PND)
General Move (TMV) Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, Inventory Moves Field Definitions for more information. 7. After completing the last field on the screen and pressing ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database. 8. The product has now been moved from the first Pick and Drop location to the second Pick and Drop Location. You are then prompted to press ENTER to accept the next task, or ESC to cancel.
Step 3: RF-directed Move From P&D Location to Bulk Pick Location

1. (Continue from Step 2) Press ENTER to accept the next move task. The General Move (TMV) screen displays.
General Move (TMV)
2. Press ENTER to accept the current move task.
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Pick and Drop (PND)
3. Scan or type the following fields. STOR - Name of the Storer of the Commodity PROD - Commodity code, also known as product code, item code, or UPC code FROM - Location from which the Commodity is moved ID - Current Movable Unit ID (MUID) of the product being moved, usually bar-coded on the case or pallet TO - Destination location for the Commodity ID - New Movable Unit ID (MUID) for the Commodity LOT - Lot number assigned to the Commodity QTY - Amount of Commodity being moved PACK - Code identifying the set of UOMs by which the Commodity can be tracked in the facility UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or each
Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, Inventory Moves Field Definitions for more information.
General Move (TMV)
4. After completing the last field on the screen and pressing ENTER, the unit transmits the data to the SSA Warehouse Management 4000 database. The product has now been moved from the second Pick and Drop Location to the final To Location. You are then prompted to press ENTER to accept the next task, or ESC to cancel. 5. Press ESC to return to the screen.
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Pick and Drop (PND)
Scenario 3: Replenishments Using Pick and Drop Locations

Replenishment (RF-directed and RF-assisted)
To replenish product from a bulk location to a location with a pick and drop location, follow two steps: Step 1: Replenish product from the bulk location to the Pick and Drop Location. Once the initial replenishment is confirmed, inventory is recognized against the Pick and Drop location. Step 2: Once the initial replenishment is confirmed, complete the Move task that the system creates from the Pick and Drop location to the pick location. The inventory is recognized as Pending in the final To Location until this step is complete.
Step 1: RF-directed Replenishment to P&D Location

(Uses the same setup as Scenario 1 of this section.) 1. From the SSA Warehouse Management 4000 Main Menu, select Task Manager. The Task Manager (TMM) screen displays.
Task Manager (TMM)
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Pick and Drop (PND)
Task Manager (T1)
3. Scan or type the following fields: Area1 - Scan or type the area or the location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Type R to select replenishment tasks. RP - Replenish displays in the field. If nothing is selected, non-move tasks are sent.
4. Press ENTER twice to get the first Replenishment task. If applicable, the Replenishment (TRP) screen displays with all of the replenishments that exist in the area(s) or zone(s) that you designated in the Area1 field. You must execute these tasks in the order they are given.
Replenishments (TRP)
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Pick and Drop (PND)
5. Press ENTER to accept the task. You are prompted to confirm the following fields:
Replenishments (TRP)
STOR - Owner of the Commodity PROD - Commodity or product to be replenished FROM - From Location, or current location of the product ID - From ID, or current Movable Unit ID (MUID) of the product TO - To Location, or new location for the product ID - To ID, or new Movable Unit ID (MUID) for the product LOT - Lot number of the product to be replenished QTY - Quantity to replenish PACK - Pack for the Commodity UOM - Unit of measure for the Commodity, such as EA, CS, and so on REAS - Reason code associated with the replenishment, if applicable
6. Press ENTER to execute. The system accesses the next task or replenishment. 7. After completing the replenishments, press ESC to return to the Task Manager (T1) screen.
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Pick and Drop (PND)
Step 2: RF-directed Replenishment from P&D Location to Pick Location

1. In the Task field of the T1 screen, type M to get the move task from the PND Location to the location to be replenished. MV- Move displays on the screen. 2. Press ENTER. The General Move (TMV) screen displays with the first move task.
General Move (TMV)
3. Confirm the following fields:
General Move (TMV)
4. Press ENTER to accept the next task in the Task Manager queue, or ESC to Cancel. Refer to the SSA Warehouse Management 4000 Inventory Management User Guide, Replenishment for more information on RF-assisted and RF-directed Replenishments.
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Pick and Drop (PND)
Scenario 4: Picking Using Pick and Drop Locations

Pick and Drop Locations Pick Process
Step 1: The selector completely picks the Shipping Pallet, or picks the cases to a Drop ID. Step 2: The selector exits the picking screen, goes to the Assisted Move screen to determine pallet or Drop ID placement, and scans the Case ID or Drop ID just picked. Step 3: As directed by the system, the selector takes the product to either the final Door or Lane location or to the first PND location required. Step 4: If the pallet was not moved to the final Door or Lane location, further steps are required to move the pallet from intermittent Pick and Drop locations to the final Door or Lane location. These are usually not performed by the same person who picked the pallet. With the exception of RF-directed full pallet picks that do not require Pick and Drop locations, shipping pallets must be labeled with either Drop ID or Case ID labels. Drop ID labels are generic Case ID labels contain specific information and typically include dispatch information (delivery address, and so on).
Notes
It is best not to mix customers onto one Drop ID because the Lane (Loading location) is taken from the customer associated with the Drop ID/Case ID being moved. Since the system uses the existing Assisted Moves screen to move Case IDs, it is possible that a Case ID value can be the same as an existing Movable Unit ID (MUID) because the Assisted Moves screen accepts MUIDs or Case IDs. It is recommended that Movable Unit IDs used within SSA Warehouse Management 4000 are not ten-digit zero-padded numbers, thereby ensuring that Case ID and MUID reference numbers do not overlap. Refer to the beginning of this section for setup information.
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Pick and Drop (PND)
RF-directed Picking/Dispatch with Pick and Drop Points

For the following scenario, DOCK is defined as having the following Inbound Location: PND1. Lane assignments are not used; instead, the system uses the door assigned on the Shipment Order window. You pick multiple cases onto a Drop ID, move the Drop ID contents to the appropriate PND location, then move the Drop ID contents to the dock door.
Shipping Pallet Moves Example: Product Flow
Zone PICK01 (Narrow Aisle) A2 A3, B2 PND1 A1 P&D3
B1
Door/Lane
Zone BULK01
Zone DOCK
Step 1: Shipping Pallet Moves

1. From the SSA Warehouse Management 4000 Main Menu, press Task Manager. The Task Manager (TMM) screen displays.
Task Manager (TMM)
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Pick and Drop (PND)
Task Manager (T1)
3. Scan or type the following fields: Area1 - Scan or type the area or location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Type P to select Picking tasks. PK Pick displays in the field. If nothing is selected, non-pick tasks are sent.
Pick (TPK)
5. Press ENTER to accept the current pick task. (To cancel, press ESC. The system prompts you to enter a reason code.) A new Pick (TPK) screen displays.
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Pick and Drop (PND)
Note
If there are any special instructions, a separate screen displays with instructions. Refer to Special Instructions with RF-directed Picking for more information.
Pick (TPK)
TO:
PROD - Commodity or product being picked FROM - Location of the Commodity before picking MUID - Movable Unit ID (MUID) that the product is on ID - Drop ID or Case ID (required for PND) QTY - Amount of product in the specified location REAS - Reason code, if applicable. Whenever a user short picks a task, you must enter a reason for doing so.
The following fields are populated by the system and do not require confirmation: STOR - Name of the Storer of the Commodity CASE - Case ID or Label number associated with the pick task PACK - Pack for the Commodity UOM - Unit of measure for the Commodity. Example: case, pallet, innerpack, or each.
Refer to the SSA Warehouse Management 4000 Inventory Management User Guide for more information.
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Pick and Drop (PND)
Press ENTER Message
8. Repeat steps 3 - 7 until all pick tasks for the Drop ID have been completed. 9. Press ESC to return to the screen.
Note
The N/n New Case ID message refers to your ability to assign a new Case ID to picks remaining after an initial case is full. Refer to Add New Case ID During Picking for more information.

1. From the SSA Warehouse Management 4000 Main Menu, press Move. The Move Tasks (MV) screen displays.
Move Tasks (MV)
174
Pick and Drop (PND)
2. Press Assisted. The Assisted Move (MVA) screen displays.
ASSISTED MV (MVA)
3. Enter the Drop ID (for full pallet moves, the Case ID) identified on the Task Manager Picks screen, such as DROPID03 in the ID field. Press ENTER twice to accept. The ASSISTED MV (MVA) screen displays with the first move task.
ASSISTED MV (MVA)
175
Pick and Drop (PND)

Move the Drop ID contents to the indicated Pick and Drop Location. Press ENTER twice to process the move task. The ASSISTED MV (MVA) screen displays.

1. Finally, the Drop ID needs to be taken from the Pick and Drop location to the dock door assigned on the Shipment Order window. Scan or type in the ID field the Drop ID currently at the PND location. (This is usually performed by a different RF user). The ASSISTED MV (MVA) screen displays.
ASSISTED MV (MVA)
2. Move the Drop ID contents to the indicated door or customer lane. Press ENTER twice to process the move task. 3. Press ESC to return to the screen.
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Pick and Drop (PND)
Pick and Drop Reports

The following table provides a list of all reports associated with Pick and Drop functionality. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket Description Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) for all Commodities in a location. Displays system inventory balances (On-hand, Allocated, and so on) in all locations for a Commodity. Displays the total system inventory for Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a detailed listing of completed tasks by user, and times associated with each task. Provides a summary listing of completed tasks by user, and times associated with each task. Displays locations containing multiple Commodities. The report is sorted by location, and then by the Commodities in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity and then location. Provides packing information for a particular order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information necessary to perform a picking activity in a paper environment. Displays products that are due to expire within a designated number of days from the system date. Displays information about the current inventory situation for a Commodity (On-hand and On-order), and the associated reorder point for that Commodity.
Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodity in Location Report Multiple Locations Assigned to Commodity Report Pack Slip
Pick List Product Near Expiration Report Re-order Forecast
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Pick and Drop (PND)
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Pick and Drop (PND)
Pick and Drop Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with Pick and Drop functionality. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Inventory Updated Pick Completed Description Product has been updated or modified. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked status. The Allocation process is complete and pick detail lines are created. A Shipment Order Pick Detail Line has been manually modified by the user. A Shipment Order has been manually modified by the user. A scheduled Task Manager task has been completed by a user. A new Task Manager task has been created. A Task Manager task has been updated or modified by a user.
Pick Created Shipment Order Line Modified Shipment Order Modified Task Completed Task Created Task Updated
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Pick and Drop (PND)
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Cherry Pick Replenishment
10
Chapter

Cherry Pick Replenishment is the process of consolidating multiple replenishments onto one pallet, moving that pallet to a pick area of the warehouse, and then replenishing individual cases from that pallet into corresponding pick locations. Replenishment in the warehouse refers to re-stocking a fixed pick location. Without Cherry Pick Replenishment, a forklift operator must do each replenishment task individually. With Cherry Pick Replenishment, the picker can retrieve multiple replenishments onto a pallet or container for delivery to a stocker, who would then put them away into their respective pick locations. A special piece of equipment, called a Cherry Picker, is used to access cases from multiple reserve locations in high-level racking. The cases are placed on a pallet, which is placed at the end of the aisle when full. Another separate piece of equipment, often a standard forklift, is used to take the pallet to a pick area and drop it there. From that point, the cases are loaded into the pick locations manually. In some cases, the cherry picker can take the pallet directly to the stocker location.
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Using Cherry Pick Replenishment

This process is normally used in a situation where top-off replenishments are being done to an area of the warehouse that cannot be accessed by forklift, such as the mezzanine area. Mezzanine operations typically consist of gravity-fed racking that allows warehouse workers to pick many items in a small area. Mezzanines are usually two or three levels high, and are not easily accessed by the replenishment equipment. For example, the conventional racking in a sample warehouse provides between four and eight pick locations for each eight-foot area. Mezzanine racking provides between 16 and 48 pick facings per level, providing as many as 144 pick facings in the same eight-foot area. Without the use of cherry pick replenishment, it would take 144 separate trips to provide the stock required to keep these picks supplied. (48 pick facings x 3 levels high = 144 pick facings in the same 8-foot space)
Common Examples Using Cherry Pick Replenishment

A warehouse has a tri-level mezzanine, requiring replenishments to be assembled on a pallet based on the stocker staging areas they supply. A high security area requires full cases for replenishment to be delivered through a single opening, limiting peoples access to the area.
Cherry Pick Replenishment Options

Cherry Pick Replenishment is designed to work in conjunction with Pick and Drop (PND) functionality, in which pallets are built with multiple unit IDs and dropped at an interim location prior to the final putaway task. However, the design can be used without PND functionality for replenishing the same product from multiple reserve locations to a single pick location. During Cherry Pick replenishment, the following options are available: The cherry picker can override the quantity requested. For example, if there are a very small number of units remaining in the reserve location, the cherry picker might want to take those extra units. If there are not enough units in the reserve location, the cherry picker can confirm a lesser quantity while supplying a reason code (SHORT), which can be configured to create a cycle count request. The cherry picker can elect to close the pallet after partial details have been completed. For example, if the cube information was incorrect, and too many replenishments were generated, the picker can close the pallet.
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Cherry Pick Replenishment Flow

Task Manager Evaluation
No
Pending replen for user?
Yes
No Any Cherry Pick Replens for Area? Yes
Display ID for pending replen 'Close' Cherry Pick assignment
Request ID from user Create MV Task from first to last P&D location Existing tasks for ID? No Generate list per maximum restrictions No 'Open' Stocker Putaway assignment
Yes Get next replenishment from list by FromLoc
If first PND = last P&D?
Yes
All tasks complete?
Yes
Direct user to move pallet to first PnD loc
No Abandon
Remove from list
No
Replenishment still valid?
Yes Display Replenishment details
No Perform Move accepting any Quantity adjustments
Confirm details?
Yes
Create Stocker task
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Cherry Pick Replenishment Setup

This section describes the setup needed before using Cherry Pick Replenishment.
Putaway Zone
A Putaway Zone can be set up to represent an individual Very Narrow Aisle (VNA), a group of VNAs, a mezzanine area, and so on.
Putaway Zone (To Zone) Setup

In the Replenishment Method field, select Cherry Pick Replenishment. This allows Cherry Pick Replenishment is to be performed to that zone. The drop-down choices come from the REPLNMTHD list in the Codes table. The Maximum Cube, Maximum Weight, and Maximum Case Count are populated to define the maximum amount of replenishments that can be combined onto a single pallet. These fields are compared against the Commoditys Standard Cube, Standard Gross Weight, and Quantity being replenished (in cases), respectively. These fields are found on the Commodity window on the General and Cycle/EOQ/Costs tabs.
Note
When using Cherry Pick Replenishments, make sure that the Minimum Replenishment (UOM) field in the Commodity window Commodity/Loc tab is set to CS for case replenishments only because pallets are being built with cases only.
The In Location is required if Cherry Pick Replenishment is used with Pick and Drop functionality. It can be a Pick and Drop location or another location type, but it is usually Pick and Drop. You put the location in Hold status so that the system does not allocate inventory to this location. If it is a location other than Pick and Drop, then only one Commodity can be replenished per pallet built.
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Putaway Zone Form Tab
Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Putaway Zone Field Definitions for more information.
Area
An Area can be set up to represent multiple Putaway Zones. An area is used to define which replenishments are evaluated. Sample record:
Area - List Tab
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ID/Movable Unit
An ID/Movable Unit represents an assignment of Cherry Pick Replenishment work. You must identify a MUID for the pallet being built to use Cherry Pick Replenishment.
Note
The To Location Putaway Zone must be the same for each replenishment grouped on a Movable Unit (ID). Refer to the example below.
Potential replenishments (Rep #) and valid possible Movable Unit ID (MUID) combinations:
REP # 1 2 3 4 5 6 FROM LOC AA-001-1 AA-002-1 AA-100-1 AA-101-1 AA-201-1 AA-202-1 FROM ZONE AA AA AA1 AA1 AA2 AA2 TO LOC MZ-001-1 MZ-002-1 MZ-003-1 MZ-100-1 MZ-101-1 MZ-102-1 TO ZONE MZ MZ MZ MZ1 MZ1 MZ1 Movable Unit (MUID) 0000000001 0000000001 0000000001 0000000002 0000000002 0000000002
Sample Replenishment and MUID Combinations
The To Location Putaway Zone determines which Replenishment Method to use, whether Normal or Cherry Pick.
User Permissions
The RF user must be set up with permission to perform Cherry Pick Replenishments. Navigate to Task Manager Setup User. Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Task Manager Setup for more information.
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Steps to Building a Cherry Pick Replenishment Pallet

This section describes how to build a cherry pick replenishment pallet. Step 1: First, a standard SSA Warehouse Management 4000 generic Movable Unit ID barcode label needs to be printed a number of these labels are carried by the cherry picker. This ID is not used for any other purpose; there is no other inventory against this ID. Step 2: Navigate to the Cherry Pick Replenishment screen from RF Task Manager, and scan the ID from the barcode label against which a cherry pick pallet is built. Step 3: Complete the replenishment tasks sent by the system.
Note
The maximum number of tasks you can receive is 999.
Determining Task Priority

1. The system determines whether there is existing cherry pick replenishment tasks against this ID. 2. If there are no replenishments against the entered ID, the system builds a list of replenishment work based on the following rules: The system finds the highest priority replenishment in the area for To Locations that are in zones with replenishment type set to Cherry Pick Replenishment. These areas also have a stocker PND location setup (In Location). The To Location zone for this first replenishment is used to build remaining replenishment tasks by looking for To Locations in that zone, and From Locations in the area or areas for which you have permission to perform cherry pick replenishments. A list of cherry pick replenishment tasks is built until one of the following occurs: Maximums (Cube/Weight/Qty) are reached Limit of 999 tasks is reached There are no more Cherry Pick Replenishments for the first To Location zone to process.
3. Pick and Drop logic is called to determine the correct To Loc, which is based on the last From Location for the cherry pick replenishment pallet. For more details on Pick and Drop functionality, refer to Pick and Drop.
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All replenishments then display to you in the From Location route sequence and are completed individually. You can specify a TAG value for each task to identify the case being replenished, which could be a generic label applied to cases that have no Commodity identification or an existing barcode on the case. This TAG is visible and selectable on the tasks presented to the stocker. Step 4: Upon completion of each cherry pick replenishment task, inventory is moved to the first PND location as defined, which is an interim location, not the pick location. A Stocker Putaway task is created but is not made available. This stocker task is FROM the To Location zones In-Location, TO the required Pick location being replenished.
Note
If a user abandons part of the replenishment, normal abandon logic is invoked, and only that part of the cherry pick replenishment is abandoned. If the entire cherry pick is abandoned, there is a Close Pallet option that sets all tasks to a Cancelled status.
Step 5: Once the cherry pick replenishment pallet has been built, and all replenishment tasks for that pallet have been completed (or cancelled), the following steps occur: A final screen prompts you to take the pallet (ID) to the To Loc, and press ENTER to confirm. If the first PND location in the sequence (according to Pick and Drop logic) is not the In Location of the Pick Zone, an extra move task is created to take the pallet from the first PND location in the sequence to the final PND location (the In Location of the Pick Zone). This task adheres to Pick and Drop logic. Once the pallet has been moved to the final PND location (the In Location of the Pick Zone), the stocker tasks are made available through Task Manager. If the first PND location in the sequence (according to Pick and Drop logic) is the In-Location of the Pick Zone, then the tasks for the Stocker Putaway are made available.
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The following flow chart describes the Stocker Putaway process.
Task Manager Evaluation No Any Stocker tasks available? Yes Display Loc and ID for pending Stocker assignment No Request confirmation of ID from user
Existing tasks for ID?
Yes Display ID/Sku/ Loc for stocker task
Perform Move
Yes
No
User enters or accepts Sku displayed
Confirm details?
No
Abandon
Stocker task for entered Sku exist?
Yes
Display detail for stocker task
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Performing a Cherry Pick Replenishment

This section provides an example and describes how to perform a Cherry Pick Replenishment through a single Pick and Drop location. Cherry Pick Replenishment also works with multiple Pick and Drop locations. Refer to Pick and Drop for more information.
Main Steps
1. Build the pallet (performed by the Cherry Picker). 2. Move the pallet to stockers inbound location (performed by the Mover). 3. Put away product into the pick location from the inbound location (performed by the Stocker).
Sample Layout
Zone PICK01
STOCKER
AREA01
Zone BULK03
BULKPND02
Zone BULK02
BULKPND01
Zone BULK01
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Building the Pallet

Task Manager (TMM)
2. Select Standard. The Task Manager (T1) screen displays. 3. Scan or type the following fields: Area1 - Scan or type the area or location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Type C twice to select Cherry Pick Replenishment tasks. CR Cherry Pick displays in the field. If nothing is selected, non-cherry pick replenishment tasks are sent.
Task Manager (T1)
191
4. Press ENTER to view the first task. The CHERRY REPLEN (CR) screen displays.
CHERRY REPLEN (CR)
5. Scan or type the new pallet ID in the PLT field. This is the barcode label being used to build the cherry pick pallet. SSA Warehouse Management 4000 checks for any existing cherry picks against this ID. If there are none, the system builds the replenishment tasks. All replenishments display to you based on the From Location route sequence. 6. Press ENTER. The CHERRY REPLEN (TCR2) screen displays.
CHERRY REPLEN (TCR2)
192
Notes
If the entire cherry pick is abandoned, there is a Close Pallet option that sets all tasks to a Cancelled status. Press C to select the Close Pallet functionality. After you enter the Pallet ID and press ENTER, the Cherry Pick Replenishment tasks can be viewed in the workstation (Task Manager Transactions Task). Refer to the SSA Warehouse Management 4000 User Reference Guide, Chapter 3 Setup, Task Manager Transactions for more information.
7. Press ENTER to get the next cherry pick replenishment task. The CHERRY REPLEN (TCR3) screen displays.
8. Press ENTER to confirm the task. 9. Populate the following fields: FROM - Location from which to replenish the Commodity ID - Movable Unit ID for the product being used to perform the replenishment QTY - Amount of product to replenish TAG - Identifies the case being replenished. It can be a generic label applied to cases that have no Commodity identification, or an existing barcode on the case. PACK - Code identifying the set of UOM by which the Commodity is tracked in the facility UOM - Unit of measure for the Commodity, such as Case, Pallet, Innerpack or Each REAS - Reason code associated with the replenishment
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The following fields are pre-populated: PLT - Pallet ID used to build the cherry pick pallet STOR - Storer, or owner of the Commodity PROD - Product or Commodity being replenished LOT - Lot number associated with the Commodity being replenished
Refer to Cherry Picking Field Definitions for more information. 10. Press ENTER to confirm the task. Upon completion of each pick task, inventory is moved to the first Pick and Drop location defined by the system. (This is an interim location, not the actual pick location). Return to the TCR2 screen. 11. Press ENTER to accept the next task, and repeat steps 8 and 9. When all of the tasks for that pallet have been completed, the CHERRY REPLEN (TCR4) screen displays.
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Note
When all of the Cherry Pick Replenishment tasks are complete for all pallets, the following screen displays:
No more Tasks Message
Moving the Pallet

Note
Move tasks can be completed by a different user other than the associate who performed the Cherry Pick Replenishment tasks. Regardless of who performs the task, you must have permission to do Move tasks.
1. Press ESC multiple times to return to the Task Manager (T1) screen ORLog in to the RF unit and select 9 Task Manager from the Main Menu. 2. Type M to select Move tasks. MV- Move Tasks displays in the field. If nothing is selected, non-move tasks are sent.
Task Manager (T1)
195
3. Press ENTER. The Selective Move (TMV) screen displays with the pallet ID to be moved.
Note
If the first Pick and Drop location is not in the same location of the pick zone, an extra move task can be created to take the pallet to the final PND location. Refer to Pick and Drop for more information.
Selective Move (TMV)
4. Press ENTER to accept the task. The next Selective Move (TMV) screen displays. 5. Populate the following fields. FROM - Current location of the pallet (before moving) ID - ID for the pallet to be moved
Selective Move (TMV)
196
6. Press ENTER. The General Move (TMV) screen displays.
General Move (TMV)
7. Press ENTER to accept the new task. The next General Move (TMV) screen displays.
General Move (TMV)
8. Scan or type the following fields: STOR - Name of the Storer of the Commodity PROD - Commodity code FROM - Location from which the Commodity is moved ID - Current Movable Unit ID (MUID) of the product being moved, usually bar-coded on the case or pallet TO - Destination location of the Commodity ID - New Movable Unit ID (MUID) for the Commodity LOT - Lot number assigned to the Commodity QTY - Amount of Commodity being moved PACK - Code identifying the set of UOM by which the Commodity can be tracked in the facility
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UOM - Unit of measure for the Commodity. Example: Case, Pallet, Innerpack, or Each REAS- Reason code
9. Press ENTER to process the move. The following screen displays.
Press Enter Message
10. Press ENTER to get the next task. 11. Process the remaining move tasks for the pallet using the above steps.
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RF-directed Cherry Pick Verification Methods


RF-directed Cherry Pick Check Digit Verification Sample
199

RF-directed Cherry Pick No Positive Verification Sample
200
Moving Product to Final Destination through Stocker Putaway Tasks

Once the pallet has been moved to the final PND location, the stocker tasks are made available through Task Manager. A different user usually performs these tasks. 1. Press ESC multiple times to return to the Task Manager (T1) screen ORLog in to RF unit and select Task Manager from the Main Menu. 2. Scan or type the following fields: Area1 - Scan or type the area or location for the tasks. If this field is blank, the system accesses tasks for all areas in which you have permission. Task - Type S to select Stock Putaway tasks. SP Stocker Put displays in the field. If nothing is selected, non-cherry pick replenishment tasks are sent.
Task Manager (T1)
3. Press ENTER. The first pallet with Stocker Putaway tasks displays, if applicable.
Sample STOCKER PUTAWAY (SP)
201
4. Press ENTER to accept the tasks associated with the pallet. The next STOCKER PUTAWAY (SP) screen displays. 5. Scan or type the Pallet ID in the PLT field to confirm it.
Sample STOCKER PUTAWAY (SP)
6. Press ENTER to accept. The STOCKER PUTAWAY (TSP) screen displays.
STOCKER PUTAWAY (TSP)
7. Press ENTER to view the first task associated with the pallet ID that was entered. The STOCKER PUTAWAY (SP2) screen displays.
STOCKER PUTAWAY (SP2)
202
Note
You can also press C to select the task to complete. Refer to the description at the end of this section for more information.
8. Press ENTER to accept the task. The STOCKER PUTAWAY (SP3) screen displays.
Sample STOCKER PUTAWAY (SP3)
9. Populate the LOC field to confirm the To location. 10. Press ENTER to accept. 11. Repeat steps 7 10 until all of the tasks for the pallet are complete.
Note
When all of the Cherry Pick Replenishment tasks are complete for all pallets, the following screen displays:
No more tasks Message
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Overriding the Suggested Stocker Putaway Task

1. From the STOCKER PUTAWAY (SP2) screen, press C (C=Choose Task). The STOCKER PTAWY (SP2C) screen displays.
Sample STOCKER PTAWY (SP2C)
2. Provide any combination of the following fields to identify which task requires putaway: TAG - Tag number of the product to be put away STOR - Storer of the product to be put away SKU - Commodity or product to be put away TO - To location for the product to be put away
3. Press ENTER. The task(s) matching the above criteria displays. Follow the steps already described earlier in the section to complete the task(s).
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RF-directed Stocker Putaway Verification Methods


RF-directed Stocker Putaway Check Digit Verification Sample
205

RF-directed Stocker Putaway No Positive Verification Sample
206
Cherry Pick Replenishment Reports

The following table provides a list of all reports associated with Cherry Pick Replenishment. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket Description Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) of all Commodities for a locations. Displays system inventory balances (On-hand, Allocated, and so on) of all locations for a Commodity. Displays the total system inventory for Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Labor Productivity Report that displays the Task Manager Users total time, and average time for each task. Labor Productivity Report that displays the Task Manager Users total time, and average time for each task type. Displays locations containing multiple Commodities. The report is sorted by location, and then by the Commodities in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity, and then location. Provides packing information for a particular order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information necessary to perform a picking activity in a paper environment. Displays picking information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Displays products that are due to expire within a designated number of days from the system date.
Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodities in Location Report Multiple Locations Assigned to Commodity Report Pack Slip
Pick List Pick List Product Near Expiration Report
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Description Displays information about the current inventory situation for a Commodity (On-hand and On-order), and the associated reorder point for that Commodity. Contains RF-assisted Picking information for an order. This report can be generated from the Wave. Contains RF-directed Picking information for an order, including barcode information. This report can be generated from the Wave.
RF-assisted Pick List RF-directed Pick List Shipment Order Reports Stock Movement by Commodity
Provides details of system activity against a Commodity for a designated period. The transaction types associated with this activity also display. Provides detail on Shipment Order shortages in which there is not sufficient product available to fulfill the requested quantity. Provides summary information on Shipment Order shortages in which there is not sufficient product available to fulfill the requested quantity.
Wave Reports
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Cherry Pick Replenishment Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with Cherry Pick Replenishment functionality. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Inventory Updated Pick Completed Description Product has been updated or modified. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked status. The Allocation process is complete, and pick detail lines are created. A Shipment Order Pick Detail Line has been manually modified by the user. A Shipment Order has been manually modified by the user. A scheduled Task Manager task has been completed by a user. A new Task Manager task has been created. A Task Manager task has been updated or modified by a user.
Pick Created Shipment Order Line Modified Shipment Order Modified Task Completed Task Created Task Updated
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Cluster Picking by Order and Tote
11
Chapter

Cluster picking allows a selector to pick multiple customer orders, and segregate them as they are picked. This process eliminates having to return to locations repeatedly to pick single orders. With the cluster pick process, pick tasks are distributed for all orders, or Case IDs scanned for the area where you are logged on.
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Using Cluster Picking

The decision to use cluster picking is usually preceded by a labor study to determine which method of picking would be the most efficient. As the size of the orders change, the number of customer orders that can be picked also changes. For example, if the selector can carry up to six totes at one time and the orders are one full tote or less, the selector picks six orders at once. If the orders tend to be greater then one tote, but less than or equal to two, the selector picks product for 3 customer orders at once. SSA Warehouse Management 4000 supports this picking in almost any combination. Cluster picking can be managed either by Case ID (tote or pallet) or by customer order. The pick path through the warehouse can either be forward or reverse, allowing the selector to pick in either direction.
Common Examples Using Cluster Picking

A warehouse has determined that a single trip through the warehouse to pick six orders at once would save steps and reduce labor costs. A warehouse needs to manage what the selectors pick at the pallet or tote level. Those selectors need the flexibility of combining pallets or totes in any grouping they choose. A warehouse has selectors pick multiple containers before returning to the office for more assignments.
Additional Information
This process is limited to 30 Shipment Orders or 30 Tote/Case IDs at a time. You have the option of picking the orders in a Forward or Reverse sequence (F is Forward, R is Reverse). Forward or Reverse is selected based on whether you are at the beginning or end of the designated work area. The system returns pick tasks based on the logical location sequence (ascending order for Forward sequence, or descending order for Reverse sequence). If Forward is selected, the system sends any pick tasks in which the logical location is greater than or equal to the last logical location where the selector was working. Note that the system restricts the candidate set of locations to the orders that the selector was working on.
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If Reverse is selected, the system sends any pick tasks in which the logical location is less than or equal to the last logical location where the selector was working. Note that the system restricts the candidate set of locations to the orders that the selector was working on. Prior to cluster picking, the following must happen: Orders are released from a wave. The selector is assigned a stack of labels, shipment orders, pick tickets or any combination of the previously mentioned documents, by the office or warehouse manager. Each label represents one Tote or Case ID. The labels are applied to the Tote(s) or Case(s).
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Performing a Cluster Pick

This section describes how to perform RF-directed Cluster Picks by either of the following methods: Shipment Order Tote/Case ID
Task Manager (TMM)
2. Select Cluster Picking. The Cluster Pick (TM2) screen displays.
Cluster Pick (TM2)
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Pick Order ID (TM3)
Pick Case ID (TM4)
4. Scan or type the Area. 5. Press F to perform the pick tasks in forward (ascending) order, or R to perform the tasks in reverse (descending) order. 6. Press ENTER. SSA Warehouse Management 4000 returns a list of blank numbered lines. 7. Do one of the following: For the Enter Orders (TM31) screen, scan or type the Shipment Order number for each order to be picked, up to 30. For the Enter Case IDs (TM41) screen, scan or type the Tote/Case IDs, up to 30.
Enter Orders (TM31)
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Note
The system returns an error message when you enter a batched order number on the Cluster Picking screen. Refer the SSA Warehouse Management 4000 Batch Picking User Guide for more information on Batch Picking.
Pick (TPKO ) Orders
9. Press ENTER to accept the pick. A new Pick (TPKO or TPKC) screen displays.
Note
If there are any special instructions, a separate screen displays with instructions. Refer to Special Instructions with Cluster Picking for more information.
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10. Confirm the following fields by scanning or typing the information:
Pick Orders (TPKO) - Pages 1 and 2
Pick Case IDs (TPKC) - Pages 1 and 2
TO:
PROD - Commodity code (Required) FROM - Location of the Commodity before picking (Required) MUID - Movable Unit ID (MUID) associated with the item, if applicable ID - New ID to be associated with the product, if any QTY - Amount of product being picked in the specified location (Required) REAS - Reason code, if applicable. (Whenever a selector short-picks a task, a reason for doing so must be entered.)
The following fields are populated by the system and do not require confirmation: STOR- Name of the Storer of the Commodity CASE- Case ID or label number associated with the pick task
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PACK- Pack for the Commodity UOM- Unit of measure for the Commodity. Example: Case, Pallet, Innerpack, or Each
11. When the last field on the screen is complete, press ENTER. Press ENTER again to accept or ESC to cancel the task.
Pick (TPKO)
Pick (TPCK)
12. The system transmits the pick information to the server where the pick is confirmed. You are then prompted to press ENTER to accept the next task or ESC to cancel.
Press ENTER Message
13. After you press ENTER, the system sends the next pick for the same location. If there are no picks for same location, the system sends picks for the next location, following the Forward or Reverse logic.
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14. When all of the picks for the tote are complete, the RF unit returns a Close Tote message. (See below.) If you arrive at the end of a pick path and the RF unit has not returned a Close Tote message, this means there are outstanding picks in other work areas. RF pickers assigned in other work areas scan the remaining totes to retrieve any outstanding tasks.
15. If there are no more tasks, the system returns the message: Nothing to do. You can then press ESC to enter another series of order numbers or Case IDs.
Note
The N/n New Case ID option refers to your ability to assign a new Case ID to picks remaining after an initial case is full. Refer to Adding New Case IDs During Picking for more information.
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Cluster Picking Reports

The following table provides a list of all reports associated with Cluster Picking. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket Description Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Combines Commodities from various orders into a single pick ticket. Commodities picked from the same location are grouped together. Displays system inventory balances (On-hand, Allocated, and so on) of all Commodities for a location. Displays system inventory balances (On-hand, Allocated, and so on) for all locations of a Commodity. Displays the total system inventory for Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a detailed listing of completed tasks by user, and times associated with each task. Provides a summary listing of completed tasks by user, and times associated with each task. Displays locations containing multiple Commodities. The report is sorted by location, and then by the Commodities in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity, and then location. Provides packing information for an order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information necessary to perform picking activity in a paper environment. Displays picking information for an order or group of orders. This report can be generated from the Shipment Order or the Wave. Displays products that are due to expire within a designated number of days from the system date.
Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodities in Location Report Multiple Locations Assigned to Commodity Report Pack Slip Pick List Pick List Product Near Expiration Report
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Description Displays information about the current inventory for a Commodity (On-hand and On-order), and the associated reorder point for that Commodity. Contains RF-assisted Picking information for an order. This report can be generated from the Wave. Contains RF-directed Picking information for an order, including barcode information. This report can be generated from the Wave.
RF-assisted Pick List RF-directed Pick List Shipment Order Reports Stock Movement by Commodity
Wave Reports
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Cluster Picking Events

The Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with Cluster Picking functionality. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Commodity Modified Inventory Modified Pick Completed Description An existing Commodity record is updated or modified by the user. Inventory has been updated on modified by a user transaction. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked. The Allocation process is complete, and pick detail lines are created. A Shipment Order has been manually created by a user, or imported. A Shipment Order has been manually deleted by a user. A Shipment Order Pick Detail Line has been manually created by a user, or imported. A Shipment Order Pick Detail Line has been manually deleted by a user. A Shipment Order Pick Detail Line has been manually modified by the user. A Shipment Order has been manually modified by the user. A scheduled Task Manager task has been completed by a user. A new Task Manager task has been created. A Task Manager task has been updated or modified by a user.
Pick Created Shipment Order Created Shipment Order Deleted Shipment Order Line Created Shipment Order Line Deleted Shipment Order Line Updated Shipment Order Updated Task Completed Task Created Task Updated
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Comment Form
SSA Warehouse Management 4000 Picking User Guide
Every effort has been made to write this manual in as concise and accurate a manner as possible. Nevertheless, errors do occur. If you find any errors in this documentation, have difficulty with the wording, or just have comments or suggestions, please fill out a copy of this form and send it to: SSA Global Technologies, Inc. Technical Publications Department 8777 Stemmons Freeway Dallas, TX 75247 Please reference all errors, comments, etc., by chapter and page number. Thank you.
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Picking User Guide

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SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

RF-assisted and RFdirected Picking

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

Using RF-assisted and RF-directed Picking

Common Examples for RF-assisted and RF-directed Picking

Picking and Case IDs/Pallet IDs

Picking and Inventory Balances

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

Picking Options RF-assisted

RF-assisted Picking Tasks

PICKING TASKS (K1)

Picking Task Screens

Pieces/Eaches (K3) Screen

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

Update Pick (K4) Screen

QC/Close Tote (DC01 screen)

Dyn Pick (Dynamic Pick) Menu

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

Performing RF-assisted Pick (Cases/Pallets and Pieces/Eaches)

RF-assisted Picking Methods

Cases/Pallets (K2) Screen

Pieces/Eaches (K3) Screen

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

Performing a Full Case or Pallet Pick (K2 Screen)

Picking Tasks (K1)

2. Press Cases/Pallets. The Cases/Pallets (K2) screen displays.

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

QTY - Amount of product to be picked.

4. Populate the following Pick To fields by scanning or by typing them:

LOC - New location for the product.

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

Cases/Pallets (K2) Sample Entry

Performing a Short Pick (K2 Screen)

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

Cases/Pallets (K2) Sample Entry

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

Performing Picking by Pieces/Eaches (K3 screen)

Picking Tasks (K1)

2. Press Pieces/Units. The Pieces (K3) screen displays.

SSA Warehouse Management - 4000 Picking User Guide

RF-assisted and RF-directed Picking

SSA Warehouse Management - 4000 Picking User Guide

SSA Warehouse Management 4000