Wave Picking: Process Activity

In the following activity, you will learn how to process shipments in a wave by using the Pick, Pack, and Ship (SO302020) form.

Story

Suppose that the wholesale warehouse of SweetLife was temporarily closed because of inventory counting. During this time, multiple orders have been entered into the system, and they now require shipping. The warehouse manager wants to speed up the process of picking and packing items by creating a wave picking worksheet and assigning this work to multiple pickers. After the warehouse workers pick the items in a wave, a warehouse worker acting as the packer needs to pack the items and confirm the shipments. You will perform these actions, acting as all of these employees.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

• On the Enable/Disable Features (CS100000) form, the following features have been enabled in the Inventory and Order Management group of features:
  • Warehouse Management
  • Fulfillment
  • Advanced Picking
• The Print Packing Slips with Pick Lists check box has been selected on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form; with this check box selected, when a user prints worksheet pick lists, the packing slips are also printed.
• On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: L1R1S1, L1R1S2, L1R2S1, L1R2S2, and L2R2S1. On the Totes tab, the following totes have been defined: T1, T2, T3, T4, T5, T6, T7, T8, T9, T10, T11, and T12.
• On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding alternate IDs with the Barcode type have been defined on the Cross-Reference tab:
  Note: For simplicity, in this activity, the alternate IDs will be further referred to as barcodes.
  • APJAM08, which has the AJ08 barcode
  • ORJAM32, which has the OJ32 barcode
  • LEMJAM96, which has the LJ96 barcode
• On the Boxes (CS207600) form, the LARGE box has been defined.
• On the Sales Orders (SO301000) form, the following sales orders have been created for multiple customers: 000035, 000036, 000037, 000038, 000039, 000040, 000041, 000042, 000043, 000044, and 000046.
• On the Shipments (SO302000) form, the following shipment documents have been created for these sales orders: 000034, 000035, 000036, 000037, 000038, 000039, 000040, 000041, 000042, 000043, 000044, and 000045.

Process Overview

In this activity, you will do the following:

1. Acting as a warehouse manager, you will open the Create Pick Lists (SO503050) form, select the shipments to be processed in a wave, specify the maximum number of pickers, create a picking worksheet, and print the wave pick lists.
2. You will do the following:
   1. Acting as a warehouse worker, open the Pick, Pack, and Ship (SO302020) form, switch to Pick mode, and scan the reference number of the wave pick list. Then you will scan the barcodes of the totes that will be used for picking items for particular shipments. After that you will scan locations' barcodes, and barcodes and quantities of items being picked from these locations.
   2. Acting as the second warehouse worker, do the same on the Pick, Pack, and Ship form.
   3. Acting as the third warehouse worker, do the same on the Pick, Pack, and Ship form.
3. Acting as a pack line operator, you will review the progress of three pickers who picked the items
4. Acting as a warehouse worker, you will open the Pick, Pack, and Ship form, switch to Pack mode, and scan the reference number of the wave pick list. Then you will scan the barcode of the box to which the items will be packed, take the items from the totes, and scan the barcodes and the quantity of items being packed. After all the items will be packed, you will confirm the shipment.

System Preparation

Before you start performing the automated picking and packing operations, do the following:

1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded using the angelo username and the 123 password. You are initially signing in as the warehouse manager to prepare the wave picking worksheet.
2. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, make sure that the business date in your system is set to 1/30/2024. If a different date is displayed, click the Business Date menu button, and select 1/30/2024 on the calendar. For simplicity, in this activity, you will create and process all documents in the system on this business date.
3. On the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, make sure that the Display the Pick Tab and Display the Pack Tab check boxes are selected.

Step 1: Preparing the Wave Picking Worksheet

To prepare the wave picking worksheet, acting as the warehouse manager, do the following:

1. Open the Create Pick Lists (SO503050) form, and in the Action box, select Create Wave Pick Lists.
2. In the Warehouse ID box, select WHOLESALE.
3. In the End Date box, make sure 1/30/2024 is specified.
4. Specify 4 as the Max. Number of Pickers.
5. Specify 4 as Max. Number of Totes per Picker.
6. In the table, select the unlabeled check boxes next to the shipments with reference numbers from 000034 through 000045.
7. On the form toolbar, click Process. Close the Processing dialog box after processing completes.
8. On the Picking Worksheets (SO302500) form, open the created worksheet of the Wave type, and review its details. The Details tab lists all the items that have to be packed in a wave (as shown in the following screenshot). Notice that <SPLIT> is shown in the Location column for two of the lines, indicating that these items have to be picked from multiple locations.
9. Click the first line in the table, and on the table toolbar, click Line Details. In the Line Details dialog box, which opens, review the locations in which the items are allocated for the wave (see the following screenshot) and close the dialog box.

   
   
   

10. Open the Pickers tab, and notice that the wave will be picked by three pickers. (Although you have entered 4 as the maximum number of pickers, the system has found the optimal workflow and determined that three pickers are enough for picking the wave.)
11. Click the first line in the table (which corresponds to the first picker), and on the table toolbar, click View Shipments. In the Assigned Shipments dialog box, which opens, review the shipments assigned to the first picker and the items that the picker will pick for these shipments (see the following screenshot).

    
    
    

12. Close the Assigned Shipments dialog box.
13. On the form toolbar, click Print Pick Lists. The system opens the Worksheet Pick List (SO644006) report with generated printable pick lists and packing slips. For each pick list, notice the Pick List Nbr. number; you will load the pick lists for processing by using these numbers.

    In the production system, you would print the pick lists and packing slips and distribute them to the three pickers. Each picker would put pick lists and packing slips to totes assigned to shipments.

14. Sign out of the system.

Step 2a: Picking Items in a Wave (Picker 1)

Acting as the first picker selected in the picking worksheet, you will assign totes to the shipments assigned to you and then pick the items, placing them in the appropriate totes. Do the following:

1. Sign in to the system as the first picker by using the perkins username and the 123 password.
2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
3. In the Scan box, type 000001/1, which is the reference number of the pick list for the first picker. Press Enter. The system loads the shipment lines to the table on the Pick tab, and shows the reference number of the picking worksheet that is currently being processed in the Worksheet Nbr. box of the Summary area.
4. Assign totes to the shipments you will be picking by doing the following:
   1. Enter T1. The system assigns the tote to the shipment 000034, and shows the tote ID in the Tote ID column of all lines of this shipment.
   2. Enter T2. The system assigns the tote to the shipment 000035.
   3. Enter T3. The system assigns the tote to the shipment 000036.
   4. Enter T4. The system assigns the tote to the shipment 000038.

   Now you have assigned the totes to shipments, and you can start picking items.

5. Pick the items from the first location by doing the following:
   1. Enter L1R1S1 to select the location from which you are currently picking items.
   2. Enter OJ32 to pick the item. (OJ32 is the barcode for ORJAM32, the 32-ounce jar of orange jam.)

      The system highlights the line in bold and specifies 1 as the Picked Quantity.

   3. Set the quantity of the item to 11 as follows:
      1. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
      2. In the Scan box, enter 11. This indicates that eleven 32-ounce jars of orange jam have been picked from the location and placed in the T3 tote.

      You are continuing to pick items for different shipments from the same location, so you do not need to scan the location barcode again.

   4. Enter AJ08 to pick the item. (AJ08 is the barcode for APJAM08, the 8-ounce jar of apple jam.)
   5. Set the quantity to 12.
   6. Enter AJ08 to pick the item.
   7. Set the quantity to 10.
   8. Enter OJ32 to pick the item.
   9. Set the quantity to 8.
   10. Enter OJ32 to pick the item.
   11. Set the quantity to 3.

       You have finished picking items from this location, so you will proceed to picking items from another location.

6. Pick the items from the second location by doing the following:
   1. Enter L1R1S2 to select the location from which you are currently picking items.
   2. Enter AJ08 to pick the item.
   3. Set the quantity to 6.

      You have finished picking items from this location, so you proceed to picking items from another location.

7. Pick the items from the third location by doing the following:
   1. Enter L1R2S1 to select the location from which you are currently picking items.
   2. Enter AJ08 to pick the item.
   3. Set the quantity to 4.

      You are continuing to pick items for different shipments from the same location, so you do not need to scan the location barcode again.

   4. Enter AJ08 to pick the item.
   5. Set the quantity to 4.
8. Pick the items from the last location by doing the following:
   1. Enter L1R2S2 to select the location from which you are currently picking items.
   2. Enter LJ96 to pick the item. (LJ96 is the barcode for LEMJAM96, the 96-ounce jar of lemon jam.)
   3. Set the quantity to 3.
9. On the form toolbar, click Confirm Pick List to confirm that picking is finished.

   As the first picker, you have finished picking the items.

10. Sign out of the system.

Step 2b: Picking Items in a Wave (Picker 2)

Acting as the second picker selected in the picking worksheet, you will assign totes to the shipments assigned to you and then pick the items, placing them in the appropriate totes. Do the following:

1. Sign in to the system as the second picker by using the rollins username and the 123 password.
2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
3. In the Scan box, enter 000001/2. The system loads the shipment lines to the table on the Pick tab, and shows the reference number of the picking worksheet that is currently being processed in the Worksheet Nbr. box of the Summary area.
4. Assign totes to the shipments you will be picking by doing the following:
   1. Enter T5. The system assigns the tote to the 000037 shipment, and shows the tote ID in the Tote ID column of all lines of this shipment.
   2. Enter T6. The system assigns the tote to the 000041 shipment.
   3. Enter T7. The system assigns the tote to the 000044 shipment.
   4. Enter T8. The system assigns the tote to the 000045 shipment.

   Now you have assigned the totes to shipments, and you can start picking items.

5. Pick the items from the first location by doing the following:
   1. Enter L1R2S1 to select the location from which you are currently picking items.
   2. Enter AJ08 to pick the item.

      The system highlights the line in bold and specifies 1 as the Picked Quantity.

   3. Set the quantity of the item to 11 as follows:
      1. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
      2. In the Scan box, enter 11. This indicates that eleven 8-ounce jars of apple jam have been picked from the location and placed in the T5 tote.

      You are continuing to pick items for different shipments from the same location, so you do not need to scan the location barcode again.

   4. Enter OJ32 to pick the item.
   5. Set the quantity of the item to 14.
   6. Enter OJ32 to pick the item.
   7. Set the quantity of the item to 4.

      You have finished picking items from this location, so you will proceed to picking items from another location.

6. Pick the items from the second location by doing the following:
   1. Enter L1R2S2 to select the location from which you are currently picking items.
   2. Enter LJ96 to pick the item.
   3. Enter LJ96 one more time to add second unit of the item to the current line.
7. On the form toolbar, click Confirm Pick List to confirm that picking is finished.

   As the second picker, you have finished picking the items.

8. Sign out of the system.

Step 2c: Picking Items in a Wave (Picker 3)

Acting as the third picker selected in the picking worksheet, you will assign totes to the shipments assigned to you and then pick the items, placing them in the appropriate totes. Do the following:

1. Sign in to the system as the third picker by using the hardin username and the 123 password.
2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
3. In the Scan box, enter 000001/3. The system loads the shipment lines to the table on the Pick tab, and shows the reference number of the picking worksheet that is currently being processed in the Worksheet Nbr. box of the Summary area.
4. Assign totes to the shipments you will be picking by doing the following:
   1. Enter T9. The system assign the tote to the shipment 000039, and shows the tote ID in the Tote ID column of all lines of this shipment.
   2. Enter T10. The system assigns the tote to the shipment 000040.
   3. Enter T11. The system assigns the tote to the shipment 000042.
   4. Enter T12. The system assigns the tote to the shipment 000043.

   You have assigned the totes to the shipments, and you can start picking items.

5. Pick the items from the first location by doing the following:
   1. Enter L1R1S1 to select the location from which you are currently picking items.
   2. Enter OJ32 to pick the item.

      The system highlights the line in bold and specifies 1 as the Picked Quantity.

   3. Set the quantity of the item to 5 as follows:
      1. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
      2. In the Scan box, enter 5. This indicates that five 32-ounce jars of orange jam have been picked from the location and placed in the T9 tote.

      You are continuing to pick items for different shipments from the same location, so you do not need to scan the location barcode again.

   4. Enter OJ32 to pick the item from the same location for one more line.

      You have finished picking of items in the location, so you proceed to picking of items from another location.

6. Pick the items from the second location by doing the following:
   1. Enter L1R1S2 to select the location from which you are currently picking items.
   2. Enter OJ32 to pick the item.
   3. Set the quantity of the item to 5.
7. Pick the items from the third location by doing the following:
   1. Enter L1R2S1 to select the location from which you are currently picking items.
   2. Enter OJ32 to pick this item.
   3. Set the quantity of the item to 10.
   4. Enter AJ08 to pick the item.
   5. Enter AJ08 one more time to add second unit to the current line.
   6. Enter OJ32 to pick the item.
   7. Enter OJ32 one more time to add second unit to the current line.
8. Pick the items from the fourth location by doing the following:
   1. Enter L1R2S2 to select the location from which you are currently picking items.
   2. Enter LJ96 to pick this item.
   3. Set the quantity of the item to 3.
   4. Enter AJ08 to pick the item.
   5. Set the quantity of the item to 5.
9. Pick the items from the last location by doing the following:
   1. Enter L2R2S1 to select the location from which you are currently picking items.
   2. Enter AJ08 to pick this item.
   3. Set the quantity of this item to 6.
   4. Enter AJ08 to pick this item.
   5. Set the quantity of the item to 3.
   6. Enter AJ08 to pick the item.
   7. Enter AJ08 one more time to add second unit to the current line.
10. On the form toolbar, click Confirm Pick List to confirm that picking is finished.

    As the third picker, you have finished picking the items.

11. Sign out of the system.

Step 3: Reviewing the Worksheet Status

As the pack line operator, you will review the progress of three pickers who picked the items. Do the following:

1. Sign in to the system as the pack line operator by using the rueb username and the 123 password.
2. On the Picking Worksheets (SO302500) form, open the wave picking worksheet, and review the Pickers tab (see the following screenshot). The usernames of the workers who performed the picking operations are shown in the User column; the selected check boxes in each line of the Confirmed column indicate that each picker has confirmed the completion of the picking.

   
   
   

3. Review the Shipments tab, as shown in the following screenshot. All shipments have been picked, as the selected check boxes in the Picked column indicate; the picking worksheet now is assigned the Picked status.

   
   
   

4. Sign out of the system.

Step 4: Packing a Shipment for the Wave

At this point in the wave picking, all of the shipments from the wave can be packed. For the purposes of this activity, you will pack just one of the shipments, acting as a warehouse worker who handles packing. To pack one of the shipments from a wave, do the following:

1. Sign in to the system as a warehouse worker who will perform packing operations by using the sauer username and the 123 password.
2. Open the Pick, Pack, and Ship (SO302020) form and make sure the Pack mode is active.
3. Enter 000034, which is the reference number of one of the shipments ready for packing.
4. Enter T1, which is the reference number of the tote ready for packing.
5. Enter LARGE to select the box in which you are packing the items.
6. Enter AJ08 to select the item being packed. The system highlights the first line of the shipment in bold and specifies 1 as the Packed Quantity, and shows this item in the Package Content tab.
7. Set the quantity of the item to 10 as follows:
   1. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
   2. In the Scan box, enter 10. The system highlights the first line of the shipment in green and specifies 10 as the Packed Quantity.
8. Enter OJ32 to select the next item being packed in the same box.
9. Set the quantity of this item to 8.
10. On the form toolbar, click Confirm Package to confirm the package.
11. On the form toolbar, click Confirm Shipment.
12. Sign out of the system, and sign in again as a warehouse manager by using the angelo username and the 123 password.
13. On the Shipments (SO302000) form, open the shipment with the 000034 reference number that you have packed, which is now assigned the Confirmed status. On the Packages tab, the box in which the items were packed is listed, and the items packed into this box are listed in the Contents of Selected Package table, as shown in the following screenshot.