Compiere WMSCompiere WMSDesign OverviewDesign Overview

Warehouse Management SummarySolution focus› Complete integrated warehouse

management module supporting multiple warehouses and large numbers of SKUs

Functionality› Automation across receipt,

internal execution and shipment activities:• Multiple zones• Rules-based receiving and put-

away• Warehouse task management• Inter-warehouse replenishment• Rules-based picking and

shipping

Solution benefits› Improve warehouse

productivity › Reduce labor costs and

material shortages› Integrate warehouse

activities with purchasing, manufacturing, fulfillment and financial management

› Leverages Compiere ease of customization and reporting

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Compiere Warehouse Management

SeamlessIntegration

Financials Manufacturing FulfillmentPurchasing

OUTBOUND

INBOUNDTailorableRules &

Workflow Process

Global Visibility

InspectInspectReceiveReceive

ShipShip PackPack DirectedDirected Pick Pick

Cost

Assemble

MFG*Transfer

Count

Move

Replenish

Track

Putaway

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Infrastructure and SetupInfrastructure and Setup

Infrastructure and Setup

Locator definitionProduct Locator relationshipsZonesZone to Zone relationshipProduct cross referenceMaterial Management WorkbenchOrder Type GroupAllow/Disallow negative inventory

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Locator Definition

Expand locator segments from 3 to 5 – Aisle, Bay, Row, Position, BinAdd Picking SequenceAdd Putaway SequenceAdd “Available to Promise” checkboxAdd “Available for Allocation” checkboxAdd “Stocking UOM” definitionAdd “Picking UOM” definition

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Locator Definition - UI

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Product Locator Relationship

Dedicate products to locatorsAdd Minimum Quantity as threshold for replenishment requestAdd Maximum Quantity for capacity constraints – for both replenishment and putawayUse “Stocking UOM” for replenishment and putaway calculationsIf a locator is not assigned any products, it becomes a floating locator

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Product Locator Relationship - UI

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ZoneDefine zones – a grouping of locatorsZone definition – optionalZone definition – mandatory for replenishmentLocator assignment to zones via multiple optionsDefine zone properties› Picking/Putaway sequence› Available to promise, Available for allocation› Is it static? (cannot share locator with another static zone –needed

for replenishmentLocators can inherit zone properties such as “Available to Promise” and “Available for Allocation” – Synchronize defaultsLocator properties are changeable post inheritance

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Zone - UI

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Zone to Zone RelationshipDefine zone to zone relationships for replenishmentA “destination” zone can be configured to be replenished by more than one “source” zone“Source” zones can be sequenced to decide which source zone should be considered first, second, third etc. to replenish a “destination” zone

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Zone to Zone Relationship - UI

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Product cross referenceAcknowledge product definitions across the following:› Search Key› Name› UPC/EAN› SKU› Vendor Cross Reference (By Vendor)› Customer Cross Reference (By Customer)

Scan/Enter anyone of the above and get the right product value/information

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Material Management Workbench

Define “allocation” rules for order/demand fulfillment and “putaway” rules for stocking products (finding space for products)Group the defined rulesProvide criteria to select/apply these groups to satisfy business requirements

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Material Management Workbench

General Anatomy of Rules - Example› Strategy 1 (Group of rules)

– Rule 1– Rule 2– Rule 3

› Strategy 2 (Group of rules)– Rule 2– Rule 4– Rule 1

› Strategy 3 (Group of rules)– Rule 4

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Material Management WorkbenchPutaway rule – examples› Find a fixed locator in the warehouse (sort by zone putaway sequence if

exists followed by locator putaway sequence if exists).› Find a fixed locator in a zone (sort by locator putaway sequence if exists).› Find a floating locator in the warehouse with the same item (sort by zone

putaway sequence if exists followed by locator putaway sequence if exists).› Find a floating locator in a zone with the same item (sort by locator putaway

sequence if exists).› Find any empty floating locator in the warehouse (sort by zone putaway

sequence if exists followed by locator putaway sequence if exists).› Find any empty floating locator in a zone (sort by locator putaway sequence

if exists).

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Material Management WorkbenchAllocation rule – examples› Find item in the warehouse (sort by zone picking sequence

if exists followed by locator picking sequence if exists).› Find item in a zone (sort by locator picking sequence if

exists).› Find item in the warehouse (sort by zone picking sequence

followed by locator with the least available quantity of the item) – “Pick to Clean.”

› Find item in a zone (sort by locator with the least available quantity of the item) – “Pick to clean.”

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Material Management Workbench - UIRule(s) Setup

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Rule(s) Setup – contd..Material Management Workbench - UI

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Maintain UOM Integrity› What does this mean?• Putaway: If a “Stocking UOM” is defined for a locator

then ensure that items are putaway/replenished only in multiples of the stocking UOM• Allocation: If a “Picking UOM” is defined for a locator

then ensure that items are allocated only in multiples of the picking UOM• Defined at the rule level

Material Management Workbench - UI

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Strategy SetupMaterial Management Workbench - UI

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Allow splittingWhat does this mean?› Refers to splitting of a putaway/order(allocation) line› Defined at the strategy level› Required for the following:

• Putaway: If space is available within a locator to putaway only a portion of the item, then split the quantity such that you can putaway this quantity of the item into this locator and then figure out where the remaining quantity for this item should be putaway

• Allocation: If an item is available within a locator to only fulfill a portion of the required quantity, then split the required quantity such that you can allocate the remaining required quantity from a different locator(s)

Material Management Workbench - UI

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Strategy selection criteria:› Putaway:• Warehouse, Product Category, Product, Receiving

Locator, Receiving Zone, Business partner, Business partner group etc.

› Allocation:• Warehouse, Product Category, Product, Business

partner, Business partner group, Order type, Order type group etc.

Material Management Workbench - UI

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Strategy selection criteria (Strategy set)Material Management Workbench - UI

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Order Type GroupSelect different order types and put them in a group called “Order Type Group”Allow creation of multiple such order type groupsDefine a name for each order type group to distinguish one from the otherWhen defining an order type group and placing different order types in that group, sequence them such that they can be prioritized for order fulfillment

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Order Type Group - UI

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If this option is checked, it should not be possible to do allocations, or shipments of any kind if the on-hand quantity goes to zeroDisallow “Force” from the shipping rule list› Note: “Force” allocates inventory regardless of inventory availability

When defined, execution of this constraint will be enforced at the locator levelWhen defined, on-hand quantity in the locator cannot go to negativeBy default, the option will be unchecked for backward compatibilityOnce there are negative onhand balance, this option cannot be checked

Disallow Negative Inventory

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Disallow Negative Inventory - UI

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Inbound OperationsInbound Operations

Inbound OperationsReceipts initiated by productReceipts initiated by document (PO/RMA) etc.Honor product cross referenceReceive into receiving locatorAllow reservation but deny allocation prior to putawayGenerate putaway list based on input criteria and rules

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Receipt initiated by product - UI Quick Item Receipt

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Receipt initiated by PO/RMA - UI Quick PO/RMA Receipt

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Express Receipt

Express Receipt

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Putaway selection criteria - UI Generate putaway

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Putaway List• The following is a sample putaway list print out:

Putaway List

Putaway List Number: 643745854

Performed by: ______________________

Stop Locator Product Description Quantity UOM

1 L1.1.1 8K38J8952 B&L contacts -2.00 5 6-Pack

2 L1.1.9 9K839JK85 Cartier frame gold 7 Ea

3 L2.1.34 345KF5639 Gucci frame red 1 Ea

4 L3.2.2 09834KKK9 Acuvue contacts -3.00 5 6-Pack

5 L4.12.13 8464589035 B&L contacts -1.00 1 6-Pack

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Outbound OperationsOutbound Operations

Outbound OperationsProvide Order/Order line Selection criteria for fulfillmentMechanism to check availability of inventory at the warehouse levelSelect pick methodSelect cluster size (number of orders per trolley)Special orders (Purchased to order flag)

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Order Selection CriteriaOrder selection criteria – examples Warehouse: This is the warehouse where the product allocation needs to occur. Order No: This can be used to query a specific Sales Order. This can be used

under special circumstances where you want to pick and ship only a specific Sales Order (example – emergency order).

Order Type / Group: Order type groups can be defined to group a number of order types. Can query by a specific order type or groups of order types.

Customer: Query all orders for a specific customer. Date Ordered Range: Query all orders that were entered in a specified date range. Date Promised Range: Query all orders that were promised to be delivered in a

specified date range. Country: Query all orders to be delivered to a specific country. Freight Carrier: Query all orders with a specific freight carrier. Product: Query all orders for a specific product. Product Category: Query all orders for a specific product category.

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Order Selection Criteria - UI

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Release WavesRelease Waves› The user can query waves via query criteria such as wave number and

creation date › The user can use either 1) The summarized UI that will return orders as

the resultant set, or 2) the detailed UI that will return order lines.› The user can select the order/order lines that he/she wants and click on

the “Process” button. This will create pick tasks and put them in appropriate pick lists.

› Alternatively, instead of selecting individual lines, the user can specify the number of lines that should be processed and the system would allocate those lines and create appropriate pick tasks.

› Additionally, the user can specify the trolley/cluster size and the destination locator (e.g. packing station or staging area).

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Release Wave Summary View- UI

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Release Wave Detail View - UI

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Shipment ConsolidationSometimes shipments may need to be consolidated. For example, a number of shipments with a common country of destination may be consolidated on a single palette and then shipped.

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Pick List• The following is a sample pick list print out:

Pick List

Wave #: 734

Trolley Id: 2134 Picked by: _______________________

Stop Locator Product Description Quantity UOMSlo

t Order Order Reference1 L1.1.1 8K38J8952 B&L contacts -2.00 5 6-Pack 1 84765538 1111111111

3 6-Pack 2 94364569 2222222222

2 6-Pack 3 23645783 3333333333

2 L1.1.9 9K839JK85 Cartier frame black 7 Ea 4 78364578 4444444444

5 Ea 2 94364569 2222222222

3 L2.1.34 345KF5639 Bullet frame blue 1 Ea 1 84765538 1111111111

7 Ea 2 94364569 2222222222

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Warehousing OperationsWarehousing Operations

Replenishment› User should be able to run a process to replenish zones based on the

relationship setup.› All the locators in the zone will be considered for replenishment. For any

product linked to the locator, if the on-hand quantity is below the minimum, it will be picked up for replenishment.

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Replenishment

Replenishment List

Replenishment List Number: 6437 Date:

Performed by: ______________________

Pick Source Destination

Sequence Locator Product Description Quantity UOM Locator

50 L1.1.1 8K38J8952 B&L contacts -2.00 5 6-Pack L7.7.7

90 L1.1.9 9K839JK85 Cartier frame gold 7 Ea L7.7.9

30 L2.1.34 345KF5639 Gucci frame red 15 Ea L8.23.7

200 L3.2.2 09834KKK9 Acuvue contacts -3.00 5 6-Pack L10.2.2

110 L4.12.13 8464589035 B&L contacts -1.00 12 6-Pack L10.2.3

• The following is a sample replenishment list print out:

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Inventory ViewsUsers can query On-hand Quantity, Reserved Quantity and the Ordered Quantity for each storage record using the Storage Tab in the Warehouse and Locators window.

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