Directed Putaway and Bin Replenish

Menu Path: Warehouse Management $Images\bluerarw.gif$ Receipt Processing $Images\bluerarw.gif$ Putaway and Replenishment $Images\bluerarw.gif$ Directed Putaway and Bin Replenish

Purpose

Create, edit, and print directed putaway demands.
Create, edit, and print replenishment demands.

Overview

Use Directed Putaway and Bin Replenish to create, edit, and print directed putaway and replenishment demands.

To ensure you are set up for directed putaway to work, see Directed Putaway Setups FAQ.

To ensure you are set up for replenishment to work, see Replenishment Setup FAQ. In certain warehouse operations, it is most efficient to pick certain products in specific units of measure from a primary pick bin or primary pick zone. When this primary pick bin (or pick zone) falls below a minimum quantity, it needs to be replenished up to the maximum quantity to avoid inefficient picking. Replenishment demands recommend the quantity and bin location of a larger unit of measure to be picked, moved, and broken down into the smaller unit of measure at the primary pick bin or another bin within the primary pick zone.

Bin Replenishment

Some warehouses are set up where specific products are stored in primary pick bins or primary pick zones to facilitate efficient picking. The objective is to replenish depleted primary pick locations before generating pick demands, to avoid having to go to inconvenient pick locations to fulfill a customer’s order.

Replenishment demands are generated for product/units of measure that are below the minimum replenishment quantity. Product/location/unit of measure bin minimum and maximum quantities need to be set up for bin replenishment to work. If the primary bin or zone is below minimum, then the software attempts to replenish to the maximum. If bins are not replenished, and pick demands do not get created (even though there is enough available quantity), a Pick Demand Alert Report will automatically print. Replenishment works from largest-to-smallest unit of measure.

Creating and Printing Replenishment Demands

To create and print replenishment demands:

Click the Replenish button in the ribbon.
Enter a replenishment zone in the Replenishment Zone field, or leave it blank for all replenishment zones.
If you want to replenish for a specific range of warehouse areas or bins, clear the All Warehouse Areas and/or All Bins check box, and enter a range of warehouse areas and/or bins.
If you have set up replenishment rules in Replenishment and Consolidation Rule Maintenance and you want to use the rules to determine the products that need to be replenished, select the Use Replenish/Consolidate Rules check box. If you do this, you can also clear the All Warehouse Groups check box and select one or multiple warehouse groups for which to use replenishment rules.
Click the Find Items button in the ribbon to display all product/unit of measure combinations that need to be replenished in the Selected Items grid.
Select a product and click the Remove Item button in the ribbon to delete any product before creating the replenishment demands.
Click the Print Options tab, and select output options for the replenishment demands.
Click the OK button in the ribbon to create and output the replenishment demands.

Note After you create replenishment demands, you can see allocation at the bin level, but not at the location level.

When the replenishment is physically completed, you can confirm it in Inventory Bin Move Confirm and Cancel.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Directed Putaway and Bin Replenish window.
OK	Click this button to accept an action. This button is only available after you click the Replenish, Create DPA, or Edit button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the Replenish, Create DPA, or Edit button in the ribbon.
Replenish	Click this button to create a new replenishment demand.
Create DPA	Click this button to create a directed putaway demand.
Edit	Click this button to edit the selected directed putaway or replenishment demand. You cannot edit demands that have already been printed.
Select Items	Click this button to display Products Available for Selection, which allows you to select products for a directed putaway demand. This button is only enabled after you click the Create DPA button in the ribbon.
Find Items	Click this button to find products that need to be replenished. This button is only available after you click the Replenish button in the ribbon.
Remove Item	Click this button to remove a product from the Selected Items grid.
Print	Click this button to output the selected directed putaway or replenishment demand.
Add Items	Click this button to display Inventory Bin Move, which allows you to add additional products to the demand.

Select Tab Fields and Buttons

Field or Button	Description
Location	Enter the location prefix of the warehouse, or click the Lookup buttons to select the location prefix.
Name	Enter the location name of the warehouse, or click the Lookup button to select the location name.
Demand #	Enter the demand number, or click the Lookup button to select a demand number.
Dock	Enter the dock at which you are receiving products, or click the Lookup button to select the dock.
Putaway Bin	This field displays the putaway bin for the product.
Putaway Zone	This field displays the putaway zone for the product.
Use Replenish/Consolidate Rules	Select this check box to use replenishment rules created in Replenishment and Consolidation Rule Maintenance to create replenishment demands.
Create Demands by Zone	Select this check box to create demands by zone. This check box is only available after you click the Create DPA button in the ribbon.
All Warehouse Areas	Select this check box to create replenishment demands for products in all warehouse areas. This check box is selected by default.
From (Warehouse Area)	Enter the first warehouse area in a range of warehouse areas for which to create replenishment demands, or click the Lookup button to select a warehouse area. This field is only enabled if you clear the All Warehouse Areas check box.
To (Warehouse Area)	Enter the last warehouse area in a range of warehouse areas for which to create replenishment demands, or click the Lookup button to select a warehouse area. This field is only enabled if you clear the All Warehouse Areas check box.
Replenishment Zone	Enter a replenishment zone, or click the Lookup button to select a replenishment zone.
Consider Same UM in Replenishment	Select this check box to consider the same unit of measure for replenishment. This check box is only available after you click the Replenish button in the ribbon, and only enabled if the Use Replenish/Consolidate Rules check box is cleared.
All Bins	If you entered a zone in the Replenishment Zone field, select this check box to create replenishment demands for product units of measure with primary pick zones equal to the entered zone, and for product units of measure with primary pick bins in the entered zone. If you did not enter a zone in the Replenishment Zone field, select this check box to create replenishment demands for all product units of measure (using both primary pick zones and primary pick bins). This check box is only available after you click the Replenish button in the ribbon, and is only enabled if the Use Replenish/Consolidate Rules check box is cleared.
From (Bin)	Enter the first bin in a range of bins for which to create replenishment demands, or click the Lookup button to select a bin. If you entered a zone in the Replenishment Zone field and enter a range of bins, replenishment demands are created for product units of measure with primary pick zones equal to the entered zone, and for product units of measure with primary pick bins in the entered replenishment zone and within the entered bin range. If you did not enter a zone in the Replenishment Zone field and you enter a range of bins, replenishment demands are not created for any product units of measure that use primary pick zones (regardless of the entered bin range), but replenishment demands are created for product units of measure with primary pick bins in the entered range. This field is only available after you click the Replenish button in the ribbon, and if you clear the All Bins check box.
To (Bin)	Enter the last bin in a range of bins for which to create replenishment demands, or click the Lookup button to select a bin. If you entered a zone in the Replenishment Zone field and enter a range of bins, replenishment demands are created for product units of measure with primary pick zones equal to the entered zone, and for product units of measure with primary pick bins in the entered replenishment zone and within the entered bin range. If you did not enter a zone in the Replenishment Zone field and you enter a range of bins, replenishment demands are not created for any product units of measure that use primary pick zones (regardless of the entered bin range), but replenishment demands are created for product units of measure with primary pick bins in the entered range. This field is only available after you click the Replenish button in the ribbon, and if you clear the All Bins check box.
All Warehouse Groups	Select this check box to create replenishment demands for all warehouse groups. This check box is only enabled if you select the Use Replenish/Consolidate Rules check box.
Group	Enter a warehouse group for which to create replenishment demands, or click the Lookup button to select a warehouse group. For information on creating warehouse groups, see Replenishment and Consolidation Rule Maintenance. This field is only enabled if you clear the All Warehouse Groups check box.
List	Click this button to display Warehouse Group List, which allows you to select warehouse groups for which to create replenishment demands. This button is only enabled if you clear the All Warehouse Groups check box. If you click this button and select warehouse groups, the check box to the right of the button is selected.
Printed	This check box is selected if the demand was printed.
Confirmed	This check box is selected if the demand was confirmed.
Selected Items	This grid displays all products that need to be put away or replenished.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.