WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

STEP 1: Setup
Create a category code for Cartonization Groups structure
Inventory Super User -> Setups -> Items -> Categories -> Category Codes

Select Structure Name Cartonization Groups

Enter a category code

Assign category code to Cartonized Items and Container Item category sets
Inventory Super User -> Setups -> Items -> Categories -> Category Sets

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Create two items to be shipped in container using item template @Finish
Goods and assign to WMS enabled organization
Inventory Super User -> Inventory -> Items -> Master Items

Create two items Hammer and Drill and follow steps for both items
Assign to WMS Enabled organization
Set Physical Attributes at organization items level (i.e. Weight 1 Kilogram)

Assign category code of the organization items

Tools -> Categories

Select category set as Contained Item

Assign category code

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Create an container item and assign to WMS enabled organization
Inventory Super User -> Inventory -> Items -> Master Items
Enable Container flag in Physical Attributes Tab and Shippable flag in Order Management Tab at master
items level.

Assign to WMS Enabled organization

Set Physical Attributes at organization items level. (i.e. Type is Box, Maximum load 20 Kilogram)

Assign category code of the organization items

Tools -> Categories

Select category set as Container Item

Assign category code

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Setup WMS Organization Parameter to Enable Cartonization
Warehouse Manager -> Setup -> Warehouse Configuration -> Warehouse -> Warehouse Parameters

Enable Cartonize Sales Orders Flag

Select Enable Cartonization as Always cartonize for pick release process. If you select
Cartonize for pick release process at subinventory level you have to setup cartonization flag
for the subinventory from where you want to pick item.

Setup subinventory parameter to enable Cartonization (Optional)

Warehouse Manager -> Setup -> Warehouse Configuration -> Warehouse -> Subinventories

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Setup Cartonization Rules (Priority is below item-Container Relationship)
Warehouse Manager -> Setup -> Warehouse Configuration -> Rules -> Warehouse Execution -> Rules
Workbench

Select Type as Cartonization (Upper left block)

Enter new row, select Return value Mixed Item and enable

Please run concurrent request Generate All Rules

Warehouse Manager -> Requests -> Submit Concurrent request Generate All Rules

STEP 2: Data Preparation

Create item on-hand using Miscellaneous Receipt (GUI/Mobile)

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Inventory -> Transactions -> Miscellaneous Transaction -> Miscellaneous Receipt
a) Create on-hand of finish goods to be used for pick released and carbonized
b) No on-hand required for container to be maintained in warehouse

Create a sales order (Destination Warehouse should be WMS enabled)

Order Management -> Orders, Returns -> Sales Order

Select WMS Destination organization in Others Tab

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Enter order lines. Verify the destination organization from shipping tab, book the order
a) Order quantity is 10 Hammers and 15 Drills for testing. We want to pack items in 2 containers
(Capacity Limit 20 kg)

STEP 3: Diagnostics Test of Cartonization (Item-Container Relationship)

Release sales order with Auto Pick Confirm set to No
Warehouse manager -> Outbound Logistics -> Release Pick Wave

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Set Auto Allocation to Yes from Inventory Tab

Press Concurrent/Execute Now to start complete release. Verify the completion of

concurrent requests.

Identify the delivery line details created by pick release process

Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Delivery lines details are not yet spitted. Note the sales order and delivery number.
Confirm that task has been created from Warehouse Control Board.
Warehouse Manager -> Inquiry -> Warehouse Control Board
Enable Outbound flag (Source), task status (Unreleased, pending and queue) flags and enter order
number in Outbound tab. Press Find. Verify 3 tasks created due to container capacity (20 Kg)

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Complete the Order picking task from mobile
Whse Mgmt -> Tasks -> Outbound -> Manifest Picking -> Enter Order Number

Verify container name, Quantity and Xfer LPN data (Two separate LPNs for two containers)

Select Load to complete all tasks, note down LPNs attached to container

Drop loaded LPNs (Task -> Directed task -> Directed Move -> Drop Loaded LPNs)

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Confirm that task has been completed from Warehouse Control Board.
Warehouse Manager -> Inquiry -> Warehouse Control Board
Enable Outbound flag (Source), task status (Loaded, Completed) flags and enter order number in
Outbound tab. Press Find. Verify 3 tasks in completed status.
Verify the delivery line detail created by pick release process has been split
Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions

Click on Details to check other details

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics

Verify the LPN and shipped quantity

Note down Delivery number to complete ship confirm process

Complete Sales order Ship confirm process

Whse Mgmt -> Outbound -> Shipping -> Quick Ship

Verify the delivery lines have been interfaced to Receivables for Invoicing
Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions

WMS Cartonization Setup (Contained-Container Relation) & Diagnostics