Agenda

Rules Engine review

Rules Engine setup and simple picking example

LPN Allocation

Overview of four allocation modes and examples

Example

Complex example and how Rules Engine behaves

Trouble shooting

Debugging setup using desktop forms

Agenda
Rules Engine review

Allocation Mode
Example Trouble shooting

Rules Engine Advantages

Repository of business restrictions & requirements Easier to setup and maintain

No code change to modify rules

Helps reduce need for customization Complexity of rules hidden from view

Rules Engine Functions

Based on user defined rules, the rules engine intelligently

suggests material allocations for picking suggests putaway locations for LPNs assigns task types to tasks assigns cost groups to transactions formats labels for printing

Setup for Picking Rules

#1

Prioritize Strategy Search Order

#2
#3

Define Rules
Define Strategies

#4

Assign Strategies

Strategy Search Order

Conflicting demands placed on warehouse Which take priority? Customer Requirement Lot has at least 60 days of life remaining
Organization Policy Lot has at least 30 days of life remaining (but pick lots closest to expiration)

Check for a strategy at the most restrictive level If there is no match, look at the next level

Strategy Search Order

Search order should be hierarchy in which exceptions to the rules occur

If all customers except a few follow a general rule... then customer should be searched first

2. Org

WH3

1. Customer

Business World

Jam Mfg

Levels are searched in user defined order Search stops when first match is found
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Defining Rule: Restrictions

A rule is defined by restrictions and sort criteria Restrictions: what items will be considered
Excellent Available: Restrictions: excellent strawberries Fulfilled Restrictions: Excellent Good Average

Color Code: Lot expires next week Lot expires next month
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Defining Rule: Sort Criteria

Sort criteria impose an order on those that meet the restrictions Sort criteria: first-expired first-out (FEFO)

Fulfilled : Restrictions:

Excellent

Ordered Output:

Excellent

The three cases that expire next week are detailed Only if the pick is for more than three will the other five cases be used Color Code: Lot expires next week Lot expires next month
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Anatomy of a Strategy
A strategy is a list of rules to be applied in order If an allocation cannot be filled in its entirety by a rule, go to the next rule Rules may be effective only during certain periods

Seasonal rules Shift dependent rules End-of-quarter rules

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Picking Rule Differences

Picking rules have additional features Allocation mode

Allocate full units-of-measure Allocate particular license plates Allocate only full license plates Allocations for a line must have common attribute Example: Pick must come from one lot

Consistency requirements

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Consistency Requirement
Allocations for line must have common criteria Does not matter what that value is Common usage

Customer does not care what lot number he gets As long the order comes from just one lot

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Consistency Requirement Example

Business World places an order for 5 cases Requires consistent lot number
Excellent
A A A B B B

Good
C C C C C D D D D D D D

Average
E E E E

Color Code: Different colors represent different lot numbers Expiration Order (first to last): A B C D E
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Consistency Requirement Example

Average strawberries are not considered
Excellent
A A A B B B

Good
C C C C C D D D D D D D

Not enough Excellent strawberries in one lot

Good
C C C C C D D D D D D D

Color Code: Different colors represent different lot numbers Expiration Order (first to last): A B C D
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Consistency Requirement Example

Of those that remain...
Good
C C C C C D D D D D D D

pick based on FEFO

Good
C C C C C

Color Code: Different colors represent different lot numbers Expiration Order (first to last): C D
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Agenda
Rules Engine review

Allocation Mode
Example Trouble shooting

31

Allocation mode
Allows warehouse to fully take advantage of LPNs

WMS Rules Engine can select the best LPN in warehouse Honors the way the material is already packed Minimizes unpacking / repacking Optimizes pick confirmation process

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Allocation mode
The Rules Engine can allocate specific LPNs for picking Controlled by Allocation Mode on Rule

Allocation not made to LPN level No LPN Allocation No LPN Allocation, prioritize pick UOM

Specific LPN Allocated (new with H) Allocate LPN and Loose

Allocate Entire LPN Only

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Allocation mode
Allocate LPN and Loose

Allocates to the LPN level if the material is packed in an LPN Allocates partial / multiple partial LPNs if necessary Allocates loose material

Allocate Entire LPN Only

Allocates only to the LPN level Allocates only LPNs that can be entirely consumed by task Heterogeneous LPNs not considered

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Allocation modes

Customer orders 15 of lot controlled item

A B

Excluded by customer restriction Preferred by customer Accepted by customer

Pick UOM in CASE=DZ (12); Pick UOM in EACH=Ea (1) LPN L1A LPN L2A LPN L3A
A A B A B B A B B A B B B B B B B B B B C C C C C C C C C C C C A B B A B C A B C A B C B B C

CASE C1.1.1

EACH E1.1.1
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Allocation mode

Allocation mode: No LPN Allocation LPN L2A

B
B B

LPN L1A
A A B A B B A B B A B B

LPN L3A
C C C C C C C C C C C C A B B A B C A B C A B C B B C

B
B C

B
B C

B
B C

CASE C1.1.1
A B C

EACH E1.1.1
Loc
C1.1.1

Excluded by customer restriction

Lot
B

LPN

Qty
15

Preferred by customer
Accepted by customer

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Allocation mode

Allocation mode: No LPN Allocation, prioritize pick UOM LPN L1A LPN L2A LPN L3A
A A B A B B A B B A B B B B B B B B B B C C C C C C C C C C C C A B B A B C A B C A B C B B C

CASE C1.1.1
A B C

EACH E1.1.1
Loc
C1.1.1
E1.1.1

Excluded by customer restriction

Lot
B B

LPN

Qty
12
3

Preferred by customer
Accepted by customer

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Allocation mode

Allocation mode: Allocate LPN and Loose LPN L2A

B B B B B C B B C B B C

LPN L1A
A A B A B B A B B A B B

LPN L3A
C C C C C C C C C C C C A B B A B C A B C A B C B B C

CASE C1.1.1
A B C

EACH E1.1.1
Loc
C1.1.1
C1.1.1

Excluded by customer restriction

Lot
B B

LPN
L1A
L2A

Qty
7
8

Preferred by customer
Accepted by customer

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Allocation mode

Allocation mode: Allocate Entire LPN Only LPN L2A

B B B B B B B B

LPN L1A
A A B A B B A B B A B B

LPN L3A
C C C C C C C C C C C C A B B A B C A B C A B C B B C

CASE C1.1.1
A B C

EACH E1.1.1
Loc
C1.1.1
C1.1.1

Excluded by customer restriction

Lot
B C

LPN
L2A
L2A

Qty
9
3 3

Preferred by customer
Accepted by customer

Backordered (no complete LPN)

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LPN Reservations
Reservations can be made to LPN level

Via manually entering LPN on reservation line Via manually creating reservation for entire LPN Via reservations interface

44

LPN Allocation
Transactions that break reservation / allocation prevented

Cannot unpack LPN that has been reserved Cannot issue LPN that has been allocated

Sub transfer of reserved LPN transfers reservations

LPN completion of ATO job creates LPN reservation

45

LPN Allocation
Cartonization skipped when entire LPN allocated

Partially allocated LPNs still cartonized

Tasks not merged for bulk picking Tasks potentially split based on equipment capacity

User able to override allocated LPN

Triggers exception process

Allocations visible on Transact Move Order form

LPN allocations not updateable

46

LPN Task
Task presented to user with allocated LPN

If LPN is nested, user also shown outermost LPN

User can perform task as suggested

Or pick from loose or another LPN

47

LPN Allocation
Allocate Entire LPN Only best with standard size LPNs

Does not perform best fit Suppose following three LPNs in locator with same item

LPN L4A

LPN L5A

LPN L6A

Sales order for quantity 5 Allocation mode Allocate Entire LPN Only Rules Engine might allocate LPN L6A first Rules Engine will backorder quantity of 1
48

Consistency restrictions compound the issue

Agenda
Rules Engine review

Allocation Mode
Example Trouble shooting

49

Semiconductor Scenario
Warehouse carries semiconductors

Stored in standard box size of 10,000 Fab Site, Country of Origin Will not accept Fab Site of FST Pick only country of origin codes USA, PRC, & THA Full boxes stored separately from loose material Allocate full boxes (sub CASE), then loose (sub EACH) Break full boxes only if necessary Manual process: move broken boxes to EACH subinventory
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Semiconductors have lot attributes

General Technologies demands

Warehouse policy:

Decision Tree
Start

What customer is the order for?

General Technologies

Other

1) Full case, with lot restrictions 2) Broken case, with lot restrictions 3) Break a case, with lot restrictions

1) Full case 2) Broken case 3) Break a case

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Strategy Search Order

Search order should be hierarchy in which exceptions to the rules occur

If all customers except a few follow a general rule... then customer should be searched first

2. Org

WH3

1. Customer

General Technologies

Levels are searched in user defined order Search stops when first match is found
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Full Case with Lot Rest.

53

Broken Case with Lot Rest.

54

Break Case with Lot Rest.

55

Strategy with Lot Rest.

56

Full Case

57

Broken Case

58

Break Case

59

General Policy

60

Strategy for General Tech.

61

LPN Allocation
LPN L1A
A
A B

LPN L2A
B B B B B C B B C B B C A B B A B C A B C A B C B B C

A
B B

A
B B

A
B B

CASE C1.1.1

EACH E1.1.1

General Tech. orders 25 pieces

A B C

Fab Site: FST CoE: USA (unacceptable) Fab Site: PPS CoE: PRC (acceptable) Fab Site: YAS CoE: THA (acceptable)

62

LPN Allocation
LPN L1A
A
A B

LPN L2A
B B B B B C B B C B B C A B B A B C A B C A B C B B C

A
B B

A
B B

A
B B

CASE C1.1.1

EACH E1.1.1
Loc
C1.1.1

Lot
B C

LPN
L2A L2A

Qty
9 3

Rule
Full Case w/ Lot Rest. Full Case w/ Lot Rest.

General Tech. orders 25 pieces

A B C

C1.1.1

Fab Site: FST CoE: USA (unacceptable) Fab Site: PPS CoE: PRC (acceptable) Fab Site: YAS CoE: THA (acceptable)

63

LPN Allocation
LPN L1A
A
A B

LPN L2A
B B B B B C B B C B B C A B B A B C A B C A B C B B C

A
B B

A
B B

A
B B

CASE C1.1.1

EACH E1.1.1
Loc
C1.1.1

Lot
B C

LPN
L2A L2A

Qty
9 3 7

Rule
Full Case w/ Lot Rest. Full Case w/ Lot Rest. Broken Case w/ Lot

General Tech. orders 25 pieces

A B C

C1.1.1 E1.1.1

Fab Site: FST CoE: USA (unacceptable) Fab Site: PPS CoE: PRC (acceptable) Fab Site: YAS CoE: THA (acceptable)
E1.1.1
C

Broken Case w/ Lot

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LPN Allocation
LPN L1A
A
A B

LPN L2A
B B B B B C B B C B B C A B B A B C A B C A B C B B C

A
B B

A
B B

A
B B

CASE C1.1.1

EACH E1.1.1
Loc
C1.1.1

Lot
B C B

LPN
L2A L2A

Qty
9 3 7 4

Rule
Full Case w/ Lot Rest. Full Case w/ Lot Rest. Broken Case w/ Lot Broken Case w/ Lot Break a Case w/ Lot

General Tech. orders 25 pieces

A B C

C1.1.1 E1.1.1

Fab Site: FST CoE: USA (unacceptable) Fab Site: PPS CoE: PRC (acceptable) Fab Site: YAS CoE: THA (acceptable)
E1.1.1 C1.1.1
C

L1A

65

Agenda
Rules Engine review

Allocation Mode
Example Trouble shooting

66

Common problems
Possible problems reported by user

Sales order line backorders Sales order line not released No task available to user

These can all be investigated via the forms

67

Pick Status
Check Pick Status on Shipping Transactions Form

Ready to Release: release criteria did not pick up the line

Verify no holds on order, correct criteria on pick release

Staged: auto-pick confirm enabled or non-reservable item Backordered: material not avail, or rules setup problem Released to Warehouse: task setup problem

68

Backordered Pick Status

Rules Engine could not allocate

Check availability of material Check material status of subinventory, locator, lot, serial Check capacity of staging lane Check strategy search order

Check rules setup

Regenerate rules if patches recently applied

69

Putaway Setup
Putaway rules must be setup for sales order picks

Staging lane is defaulted by pick release Rules Engine still required to validate default Without putaway rules that validate lane, order will backorder

Verify setup

Make Transaction Type first in putaway search order Define putaway rule with no restrictions Define putaway strategy with that single rule Assign strategy to Transaction Types

External / Internal Order Staging Transfer

70

Simulation Modes
If still unable to allocate

Pick release with auto-allocation disabled and use Simulator

Select Simulation mode on tree

Simulate entire process for pick and putaway

Simulate just a pick rule or strategy

Simulate just a putaway rule or strategy

Start debugging process by simulating entire pick process

Will show which strategy was selected and why Will highlight the reasons particular material was excluded
71

Simulation Modes

Select a pick rule Select a pick strategy Select pick entire process

Simulator tree provides quick summary of overall setup

72

Move Order for Simulation

Select the move order to simulate

Enter the sales order pick released from before Select the move order and click the Simulate button

73

Simulation Results
Source information displayed for picking simulation

Source locator, cost group LPN if LPN allocation enabled Lot number and lot attributes Serial number and serial attributes if serial allocation enabled

Destination information displayed for putaway simulation

Destination locator

74

Simulation Results

75

Trace Output
Further level of detail available

Trace node displays search order, strategies, and rules used Checkmark indicates rule or strategy used Cross indicates rule used but no allocations made from it

No icon indicates that rule or strategy not used

Selecting rule in trace node shows why material excluded

Capacity limitation hit for locator Material on-hand, but not available Cost group commingling error will result
76

Trace Output

77

Run-time Trace Output

Sales order may be backordered in production

Unable to pick release sales order with auto-allocate off Can view same trace data would get from simulator Logging must be enabled

78

Released to Warehouse Status

Lines in this status have been allocated

Verify organization is WMS-enabled

Query for task on WMS Controlboard by entering order Check for User Task Type field on Controlboard

If value is empty task type rules are not defined correctly

79

Task Setup
If User Task Type is present but no task on mobile

Task type is setup incorrectly or user not qualified for task

Check resources required on task type Check resource definition

Verify employee name & number of user logged into mobile Verify same employee defined on the resource If equipment is required for task verify user logged onto eqpt.

80

Conclusion
Rules Engine review

Rules Engine setup and simple picking example

Allocation Mode

Discussion of all allocation modes available

Example

Complex example and how Rules Engine behaves

Trouble shooting

Debugging setup using desktop forms

81

The Big Picture

Allocations of material by location and lot

based on customer requirements based on organization policies

Sales order is ready for task type assignment

Item
011064

Description Qty
Strawberries 1000 10

UOM
PT EA

Subinventory

Locator

Lot

CM11062 Mouse Pad

Item 011064

Description

Qty 10

UOM PT EA

Subinventory COLDPICK EACHPICK

Locator Lot 5.1.10.. STR0129 10.1.17..

Strawberries 1000

CM11062 Mouse Pad

82

Contacts
wmsnet_us@[Link]

Monitored by Product Management

Monitored by Development

wmssup_us@[Link]

[Link] Newsgroup: [Link]

83