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Wa
areho
ouse Managem
ment Systtem
Us
ser Guide for Progr
P
ressio
on

nued efforts
s of Exact to
o ensure tha
at the inform
mation in this document is
Despitte the contin
as com
mplete and up-to-date as possible,, Exact cann
not warrant the correctness and/orr
completeness and
d/or specific
c applicabilitty of the published and/or requested informattion
s document. Exact shalll not be liab
ble for any d
direct, indire
ect, incidenttal, special o
or
in this
consequential dam
mages, lost profits or fo
or business interruption
n arising out of the use
e of
ocument. Th
he extractio
on and use of
o informatio
on from thiss document remains at all
this do
times completely within the user's
u
own risk.
r

ocument ma
ay be reprod
duced, publi shed and/or transmitte
ed in any form or
No part of this do
y way, electrronically, in print, in ph
hotocopy, on
n microfilm or by any o
other means
s,
in any
withou
ut the prior written consent of the Exact Softw
ware North A
America LLC
C.

act Software
e North Ame
erica LLC, 20
010. All righ
hts reserved
d. All tradem
marks mentioned
© Exa
herein
n belong to their
t
respec
ctive owners
s.

Contents
Chaptter 1: Conv
ventions ........................................................................................ 7
Chaptter 2: WMS
S Overview ................................................................................... 8
WM
MS Device Manager
M
............................................. ....................................................... 8
WM
MS Pick and Ship Verifica
ation Module
e ................ ....................................................... 8
WM
MS EDI ASN Data Collec
ction Module
e ................. ....................................................... 9
WM
MS Receiving
g and Inventtory Data Co
ollection and
d Labeling M
Module ........................... 9
WM
MS Shop Floo
or Data Collection and Labeling
L
Mod
dule ................................................ 9
WM
MS Productio
on Order Pro
ocessing Datta Collection
n and Labeling Module ................. 10
0
WM
MS Conveyorr Interface Module
M
............................ ..................................................... 10
0

Chaptter 3: Setup
p and Proce
ess Flow ................................................................... 11
1
WM
MS System Setup
S
................................................. ..................................................... 11
1
WM
MS System Setup
S
Flow Chart
C
.............................. ..................................................... 11
1
WM
MS Shipping Setup and Process
P
Flow
w ................ ..................................................... 11
1
WMS
W
Shipping
g Setup................................................................................................................ 11
1

WM
MS Shipping Setup Flow Chart ............................ ..................................................... 13
3
WMS
W
Shipmen
nt Processing
g using Paperr Pick Tickets ........................................................... 15
5
WMS
W
Shipmen
nt Processing
g using Pick Management
M
............................................................. 16
6

WM
MS Shipmentt Processing
g Flow Chartt .................. ..................................................... 18
8
WM
MS P/O Rece
eiving Setup and Proces
ss Flow ....... ..................................................... 21
1
WMS
W
P/O Rec
ceiving Setup ...................................................................................................... 21
1
WMS
W
P/O Rec
ceiving Processing .............................................................................................. 21
1

WM
MS I/M Trans
sactions Setu
up and Proc
cessing Flow
w .................................................... 21
1
WMS
W
I/M Tran
nsactions Setu
up ................................................................................................... 21
1
WMS
W
I/M Tran
nsactions Processing Flow
w ................................................................................. 21
1

WM
MS SFC Tran
nsactions Se
etup and Pro
ocessing Flo
ow ................................................. 22
2
WMS
W
SFC Tra
ansactions Se
etup ................................................................................................. 22
2
WMS
W
SFC Tra
ansactions Prrocessing Flow
w............................................................................... 22
2

WM
MS POP Tran
nsactions Se
etup and Pro
ocessing Flo
ow ................................................. 22
2
WMS
W
POP Tra
ansactions Se
etup ................................................................................................ 22
2
WMS
W
POP Tra
ansactions Prrocessing Flow .............................................................................. 22
2

WM
MS Conveyorr Interface Setup
S
and Prrocessing Flo
ow ................................................ 22
2
WMS
W
Conveyo
or Interface Setup
S
............................................................................................... 23
3
WMS
W
Conveyo
or Interface Processing
P
Flo
ow ............................................................................. 23
3

Chaptter 4: WMS
S Setup – System
S
....................................................................... 25
5
Sec
curity File Ma
aintenance ....................................... ..................................................... 25
5
General
G
Tab .............................................................................................................................. 25
5
Shipping
S
Tab ............................................................................................................................. 26
6
Purchase
P
Orde
er Tab ................................................................................................................. 27
7
In
nventory Tab ............................................................................................................................ 27
7
Shop
S
Floor Ta
ab ......................................................................................................................... 28
8
POP
P
Tab ................................................................................................................................... 29
9

Con
ntrol File Maintenance ......................................... ..................................................... 30
0
Shipping
S
Tab ............................................................................................................................. 30
0
Shipping
S
2 Tab
b.......................................................................................................................... 34
4
EPN
E
Tab ................................................................................................................................... 37
7
Receiving
R
Tab
b ........................................................................................................................... 39
9
In
nventory Tab ............................................................................................................................ 42
2
Shop
S
Floor Ta
ab ......................................................................................................................... 44
4
POP
P
Tab ................................................................................................................................... 46
6

R/F
R System Ta
ab ........................................................................................................................ 48
8
Printer
P
Tab ................................................................................................................................ 48
8
Conveyor
C
Tab ........................................................................................................................... 49
9
Other
O
Tab .................................................................................................................................. 52
2

Auto
oPack Package Code and Bulk Weiight Setup .. ..................................................... 53
3
ASN
A
Package Code Cross--Reference Maintenance
M
............................................................... 53
3
ASN
A
Bulk Weight Cross-Re
eference Main
ntenance ................................................................... 55
5

Chaptter 5: WMS
S Setup – Shipping
S
..................................................................... 58
8
Cus
stomer Overrride File Maintenance ...................... ..................................................... 58
8
Shipping
S
Labe
el Preferences
s ..................................................................................................... 58
8

Lab
bel Setup.............................................................. ..................................................... 61
1
Configuring
C
WMS
W
to Use BarTender ........................................................................................ 61
1
Printing
P
Shipping Labels without BarTen
nder ........................................................................... 63
3
External
E
Labell File Mainten
nance .............................................................................................. 64
4

BOL
L Type File Maintenance
M
e .................................... ..................................................... 67
7
Ship
p Via Reportts File Mainttenance ......................... ..................................................... 68
8
EPN
N Reject Rea
ason Code File
F Mainten
nance .......... ..................................................... 70
0
Item
m Master File
e Maintenan
nce ................................. ..................................................... 70
0
External
E
Serial Number Field .................................................................................................... 70
0
Bill
B of Lading Type
T
Field ........................................................................................................... 71
1

Inve
entory Item Location
L
File
e Maintenance .............. ..................................................... 72
2
Alte
ernate Addre
ess File Main
ntenance ........................ ..................................................... 72
2
Ord
der Entry Hea
ader File En
ntry ................................. ..................................................... 72
2

Chaptter 6: WMS
S Setup – P/O
P Receivin
ng ............................................................ 73
3
Ven
ndor Override File Maintenance .......................... ..................................................... 73
3
Vendor
V
Bar Co
ode Setup............................................................................................................ 73
3
Scan
S
Sheet Se
etup ..................................................................................................................... 73
3
Product
P
Label Setup ................................................................................................................. 74
4

Ven
ndor Bar Cod
de File Main
ntenance ......................... ..................................................... 75
5
Ven
ndor Item Ov
verride File Maintenance
M
e ................. ..................................................... 76
6

Chaptter 7: WMS
S Processin
ng – Shippin
ng ............................................................ 78
8
Pick
k Manageme
ent (EPN Processing) ...................... ..................................................... 78
8
Processing
P
a Pick-to-Pack
P
EPN ............................................................................................... 79
9
Processing
P
a Pick-to-Stage
P
e and Stage Pack
P
EPN .................................................................. 85
5
Resolving
R
Rec
commendation Errors .......................................................................................... 98
8
.......................................................... 101
Reviewing
R
Rejjected Recom
mmendations ......................
.
1
Reviewing
R
Neg
gative Releas
ses ................................................................................................ 102
2

Trad
ditional Pape
er Pick Ticke
ets ................................. ................................................... 103
3
Printing
P
a Pick
k Ticket .............................................................................................................. 103
3
Releasing
R
Ord
ders to WMS using
u
Post Pick Ticket Pro
ocessing............................................. 104
4

Clos
sing WMS Orders
O
when
n the Progres
ssion Order has been Closed ....................... 105
5
Labels for an Order .................... 106
Rep
printing Existting or Printiing Additiona
al Shipping L
6
Re-printing
R
a Series
S
of Exis
sting Shipping
g Labels .................................................................. 107
7
Re-printing
R
Ind
dividual Shipp
ping Labels ................................................................................... 108
8
Printing
P
Additio
onal Shipping
g Labels ........................................................................................ 109
9
Generating
G
a Completely
C
New Set of Lab
bels for an Orrder ................................................... 110
0

Log
gging In to WMS
W
.................................................. ................................................... 111
1
Pac
cking Orders
s in Pack Verify Mode ....................... ................................................... 112
2
Packing
P
the Order ................................................................................................................... 112
2
Exiting
E
the Ord
der ..................................................................................................................... 116
6
Completing
C
the
e Order ............................................................................................................. 117
7

Pac
cking Cartons for a Pick and Pack Environment ................................................... 119
9
4

Pac
cking Pallets
s ........................................................ ................................................... 123
3
Pac
cking a Shipm
ment ................................................. ................................................... 126
6
Usin
ng WMS Ord
der Billing ......................................... ................................................... 131
1
Order
O
Completion Mode is Upon WMS Billing
B
...................................................................... 132
2
Order
O
Completion Mode is Upon Shipme
ent Completio
on ...................................................... 136
6

Imp
porting Billing
g Selection Information using
u
Bar Co
ode for Distrribution .................... 138
8
Dele
eting an Ord
der from WM
MS .................................. ................................................... 140
0
Rec
calculating th
he Totals forr an Order in
n WMS .......................................................... 141
1
Gen
nerating an Advanced
A
Ship Notice Using
U
WMS S
Shipment In
nformation................. 142
2

Chaptter 8: WMS
S Processin
ng – P/O Re
eceiving .... ............................................. 147
7
Rele
easing Purchase Orders
s to WMS us
sing Post P/O
O Print Proccessing ..................... 147
7
Processing a Receipt Again
nst a Purcha
ase Order ... ................................................... 148
8
Ove
erriding Prod
duct Labels When
W
Prompting .......... ................................................... 151
1
Verifying What Is Open on a Purchase Order ........ ................................................... 154
4

Chaptter 9: WMS
S Processin
ng – I/M Tra
ansactions . ............................................. 157
7
Processing an Inventory
I
Iss
sue ................................. ................................................... 157
7
Processing an Inventory
I
Re
eceipt ............................. ................................................... 158
8
Processing an Inventory
I
Transfer ............................ ................................................... 159
9
Processing a Physical or Cy
ycle Count ..................... ................................................... 161
1
Directed
D
Coun
nt Processing ..................................................................................................... 161
1
Non-Directed
N
Count
C
Proces
ssing ............................................................................................. 164
4

View
wing a Bin Stock
S
Inquiry
y on RF Devices ............ ................................................... 168
8

Chaptter 10: WMS Processiing – Produ
uction Orde
ers ......................................... 171
1
Ente
ering Produc
ction for a Production Order ............ ................................................... 171
1

Chaptter 11: WMS Processiing – Shop Floor Tran sactions ............................... 174
4
Issu
uing Material to a Shop Order
O
............................. ................................................... 174
4
Ente
ering Activity
y for a Shop
p Order ........................... ................................................... 176
6

Chaptter 12: WMS Inquiry ................................................................................. 179
9
Chaptter 13: WMS File Main
ntenance................................................................. 181
1
WM
MS Purge Utiility .................................................... ................................................... 181
1
Man
nually Purgin
ng WMS File
es ................................... ................................................... 181
1
Purging the EDI Barcode Holding Interfface File ..... ................................................... 182
2

Appen
ndix A: WM
MS & EDI Distribution Center
C
Setu
up ......................................... 183
3
Cus
stomer Overrride File ............................................ ................................................... 183
3
A/R
R Alternate Address
A
File ...................................... ................................................... 183
3
EDII Ship-To Crross Referen
nce File .......................... ................................................... 184
4

Appen
ndix B: EDII File Usage
e ............................................................................. 187
7
EDII Setup File.......................................................... ................................................... 187
7
EDII Trading Pa
artner Cross Reference ..................... ................................................... 187
7
EDII Item Cross Reference ....................................... ................................................... 187
7
EDII Ship To Cro
oss Referen
nce ................................. ................................................... 187
7
EDII Ship Via Crross Referen
nce ................................ ................................................... 188
8
EDII Misc Charg
ge Code ............................................ ................................................... 188
8
ASN
N Bulk Weight File .............................................. ................................................... 188
8
ASN
N Package Code
C
File .......................................... ................................................... 188
8
5

Appen
ndix C: WM
MS Program
m and Comm
mand Line Options ................................ 190
0
WM
MS Attached Workstation
n and RF Se
erver Program
m ................................................ 190
0
WM
MS Inquiry ............................................................ ................................................... 190
0
WM
MS Post Pick
k Ticket Proc
cessing Prog
gram .............................................................. 190
0
WM
MS External Label
L
Tools ...................................... ................................................... 191
1
WM
MS Control File
F Maintena
ance ............................... ................................................... 191
1
WM
MS Security File
F Mainten
nance .............................. ................................................... 191
1
WM
MS Customer Override File
F Maintena
ance ........... ................................................... 191
1
WM
MS Bill of Lad
ding Type Fiile Maintenance ............ ................................................... 192
2
WM
MS Ship Via Reports File
e Maintenanc
ce ............... ................................................... 192
2
.................. ................................................... 192
WM
MS Package Code File Maintenance
M
2
WM
MS Bulk Weig
ght File Main
ntenance ....................... ................................................... 192
2
VIC
CS Preproces
ss Program ...................................... ................................................... 192
2
File
e Utilities (Initialize, Impo
ort, Export) ..................... ................................................... 193
3
PO Vendor Ove
erride ................................................ ................................................... 193
3
PO Vendor Barr Code Defin
nition ............................... ................................................... 193
3
................................................... 194
Pos
st Purchase Order Print Processing ...................
.
4
PO Vendor Item
m Override File
F Maintena
ance ........... ................................................... 194
4
WM
MS Purge Utiility .................................................... ................................................... 194
4
................................................... 194
WM
MS Workstatiion Configurration Utility ...................
.
4

Appen
ndix D: Troubleshootin
ng Guide................................................................. 195
5
Sys
stem Diagnostic Tool ........................................... ................................................... 195
5
WM
MS EDI / ASN
N Diagnostic
c Report ......................... ................................................... 195
5
Pos
st Pick Ticke
et Process Trrace Tool ....................... ................................................... 195
5
Troubleshooting
g FAQ ............................................... ................................................... 195
5

Appen
ndix E: Exte
ernal Labell Field List ............................................................... 201
1
Appen
ndix F: WM
MS INI Settin
ngs ......................................................................... 205
5
Appen
ndix G: Bill of Lading Settings
S
.................................................................. 210
0
Sup
pplied Reporrts ..................................................... ................................................... 210
0
Inte
erface to use
er created reports .............................. ................................................... 210
0
Crystal
C
Reportts ....................................................................................................................... 210
0
Visual
V
Basic ............................................................................................................................ 210
0

Appen
ndix H: Fun
nction Key Usage
U
..................................................................... 212
2

Chapter 1: Conven
ntions
This manual
m
assumes that th
he user is already familiiar with the operations of the
Progre
ession Serie
es O/E, P/O, I/M and ED
DI modules. Please refe
er to the Pro
ogression us
ser
manua
als and online Help for any questio
ons regardin
ng these mo
odules.
The Prrogression menu
m
system
m is very fle
exible. While
e the packin
ng station and RF clientt
portions of WMS are designe
ed as stand-alone progrrams, the se
etup and ma
aintenance
stem
ons are executed from the Progres
ssion menu. This manual assumes that the sys
functio
admin
nistrator has
s placed these WMS fun
nctions in th
he recomme
ended locatio
on within th
he
Progre
ession menu
u system. As this is com
mpletely use
er configurable within P
Progression, this
may not
n be accurrate on a giv
ven system.. If a specifiic function d
does not app
pear to be
available, contactt the system
m administra
ator responssible for Pro
ogression me
enu security
y.

Chapter 2: WMS Ov
verview
w
The Ex
xact Softwa
are Warehou
use Managem
ment System
m (WMS) provides a se
eries of
additio
onal module
es to Exact Software’s
S
Macola
M
Prog
gression Serries. These m
modules are
e
design
ned to greattly enhance a company’s ability to track produ
ucts through
h the entire
wareh
house.

anager
WMS Device Ma
The WMS
W
Device Manager Mo
odule handles many on
ne-time set up activities
s and is required
for all Warehouse
e Manageme
ent System applicationss. The Devicce Manager maintains
security and conttrol fields, and provides
s for the adv
vanced utilitties of the sy
ystem.
ger Module also provide
es a system
m layer to W
WMS that ena
ables
The Device Manag
munications with
w
Radio Frequency
F
handheld
h
un
nits. This mo
odule is used in conjunc
ction
comm
with the other mo
odules to alllow workers
s the freedo m of the en
ntire wareho
ouse. Althou
ugh
a
warehou
use, this is particularly
p
beneficial fo
or warehous
ses that use
e
useful in almost any
multi-bin supportt.

S
Verific
cation Module
WMS Pick and Ship
The WMS
W
Pick and Ship Veriffication mod
dule provide
es an easy to use online
e method off
identiffying the ind
dividual item
ms being packed in eacch carton. In
ncorrect ship
pments are
virtually eliminate
ed by having
g workers scan the barr codes that are on each
h item as it is
x.
packed into a box
u
to cross
s-reference multiple ba
ar codes to tthe same ite
em. For
WMS allows the user
ple, a single
e unit of an item might be represen
nted by a UPC code, wh
hile a case o
of six
examp
units of
o the same
e item may be
b represen
nted by a UC
CC-14 code..
WMS keeps track
k of the conttents of each
h carton and
d validates that the item is on the
b
over or
o under shipped. Custo
omer specifiic shipping llabels are
order and is not being
generated automatically.
m
inclu
udes building
g and trackiing pallets; consolidatin
ng multiple orders into one
This module
shipm
ment; creatin
ng multiple shipments
s
from
f
one ord
der; automa
atically printing bills of
lading
g; and additiional Crysta
al Reports su
uch as pack
king lists and
d manifests.
The WMS
W
Pick and Ship Veriffication mod
dule also no w incorpora
ates the WM
MS reporting
g
functio
ons. It prov
vides the abiility to automatically prrint reports during the s
shipment
completion process. When ac
ctivated, WM
MS will execcute up to fiive Crystal R
Reports or V
Visual
s at the time
e the shipment is comp
pleted. The W
WMS Pick and Ship
Basic applications
cation modu
ule ships witth three stan
ndard bill off lading repo
orts: a Crys
stal Report
Verific
design
ned to work with the standard Prog
gression bill of lading fo
orm; a comb
bination Vis
sual
Basic and Crystal Report that will print a VICS comp
pliant bill off lading; and
d the Wal-M
Mart

V
standa
ard. Users fa
amiliar with Crystal Rep
ports can create their o
own
variation on the VICS
m Crystal Re
eports to ge
enerate pack
king slips, m
manifests, e
etc., or custo
om Crystal
custom
Reporrts may be purchased
p
frrom an auth
horized WMS
S reseller.

D
Collec
ction Module
WMS EDI ASN Data
The WMS
W
EDI ASN Data Colle
ection Modu
ule providess advanced p
processing o
options thatt are
freque
ently require
ed to genera
ate EDI Adv
vanced Ship ping Notice (856) docu
uments. Som
me of
the features adde
ed include: pallet
p
processing, adva nced shipment handling to allow
y orders into
o a single sh
hipment; sp
plitting an in
ndividual ord
der into mulltiple
grouping of many
ments within a billing cyc
cle; and the
e ability to fe
feed informa
ation into th
he Progression
shipm
EDI ASN submodule.
dition, this module
m
adds
s a powerful tool called AutoPack, which is use
ed to generate
In add
UCC-1
128 compliant shipping labels in a batch mode
e and autom
matically ass
sociate the
correc
ct item and quantities with
w
each un
nique UCC-1
128 license number. Co
ompanies that
are co
oncerned witth becoming
g EDI compliant but do not wish to
o scan every
y item on ea
ach
shipm
ment use AuttoPack. This
s functionalitty is very po
opular with companies that use pu
ublic
wareh
houses. Auto
oPack requirres items to
o be shipped
d in standard
d quantities
s.
The WMS
W
EDI ASN Data Colle
ection Modu
ule requires the WMS Pick and Ship
p Verificatio
on
module.

ntory Data Collection and Labeling Module
e
WMS Receiving and Inven
The WMS
W
P/O Rec
ceiving mod
dule provide
es the ability
y to receive purchase o
orders
immed
diately upon
n receipt at the warehouse dock. U
Users scan o
or type the p
purchase orrder
and us
se bar codes either on the productt or on an au
utomatically
y printed rec
ceiving
docum
ment to simp
plify the enttry of receip
pt data. Sup
pport for many types off bar codes,
including vendor specific, mu
ulti-segmentted bar code
es, is includ
ded. Productt labels may
y be
oducts that do
d not have
e bar codes already.
generated for pro
m
also provides the ability to do basic inv
ventory tran
nsactions im
mmediately ffrom
This module
within
n the wareho
ouse. Suppo
ort is include
ed for inven
ntory transfe
ers, issues, receipts,
physic
cal and cycle
e counts, an
nd an item bin
b stock inq
quiry.

WMS Shop Floor Data Colllection and
d Labeling Module
The WMS
W
Shop Flloor Data Co
ollection and
d Labeling m
module allow
ws you to use an R/F device
to entter activity transactions
t
s for release
ed shop orde
ers. Supportt is provided
d for online
picking, material issues and returns, and
d material sscrap and re
ejections.
m
requires the Pro
ogression Ba
ar Code for Manufacturiing module in order to
This module
proces
ss transactio
ons.

n Order Processing Data
D
Collec
ction and Labeling Mo
odule
WMS Production
The WMS
W
Producttion Order Processing
P
Data
D
Collectiion and Lab
beling module allows
production to be entered aga
ainst a POP order, recorrding the re
eceipt of the
e finished go
ood
w prompt for bin, seriial, and lot iinformation for back flu
ushed
into sttock. WMS will
compo
onents as ne
ecessary. Support is prrovided for b
both RF han
ndheld devic
ces and
works
stations.
This module
m
requires the Pro
ogression Ba
ar Code for Production O
Order Proce
essing modu
ule in
order to process transactions
t
s.

WMS Conveyor Interface Module
WMS Conveyor Support allow
ws WMS to interface
i
with a convey
yor managem
ment system
m in
veyor-based
d automated
d order picking environ ment. This interface alllows WMS to
a conv
send order
o
item information to the conv
veyor manag
gement systtem during stage pick
proces
ssing. The conveyor
c
ma
anagement system use
es this inform
mation to co
ontrol order
packin
ng, including
g determinin
ng when one pallet is fu
ull and a ne
ew one need
ds to be starrted.
The co
onveyor sys
stem can the
en send the pallet pack
king informa
ation back to
o WMS, which
will au
utomatically
y process an
nd perform a stage pack
k operation based on th
hat data,
printin
ng pallet lab
bels as required.
Note that
t
while WMS
W
Convey
yor Support allows WMS
S to interfacce with a co
onveyor
manag
gement systtem, WMS is not a conv
veyor mana
agement sysstem itself. Conveyor
Suppo
ort only allow
ws WMS to send data to
t and receiv
ve data from
m a conveyo
or managem
ment
progra
am; a separrate conveyo
or managem
ment system
m is still neccessary.

Chapter 3: Setup and
a
Proc
cess Flo
ow
WMS System Se
etup
You must
m
complete the WMS
S system settup before y
you can use any WMS ffunctions. In
n
additio
on, you may
y occasionally need to change
c
a se
etting or value to betterr suit how y
your
compa
any uses WM
MS.
1. Create WM
MS user acco
ounts and assign
a
securrity rights fo
or shipping, purchase order,
and inventtory management. Defiine these se
ettings in the System M
Manager mod
dule,
on the WM
MS Maintena
ance Securitty File Mainttenance scre
een. See Se
ecurity File
Maintenan
nce for more
e information.
e WMS defau
ult settings in WMS Con
ntrol File Ma
aintenance. The WMS
2. Define the
control file
e specifies the defaults for shipping
g, purchase order receiving, and
inventory management, as well as
a the printe
ers that can
n be used by
y WMS. See
e
nce Function
n for more iinformation.
Control File Maintenan
c
cross-rreferences. WMS uses tthese entrie
es to determ
mine
3. Create ASN package code
ge type for items and shipments.
s
S
See ASN Package Code
e Crossthe packag
Reference Maintenanc
ce for more information
n.
ght cross-refferences. Th
he bulk weig
ght cross-re
eferences
4. Create ASN bulk weig
ge Code Cro
ossestablish a relationship between a package ccode in the ASN Packag
Reference file and a case
c
pack qu
uantity for a
an item. See
e ASN Bulk Weight Cros
ssReference Maintenanc
ce for more information
n.
etup Flow Chart
C
WMS System Se

Create
e WMS user
ac
ccounts

Assign WMS
S user
security rights

Define WMS defauult
settings

Cre
eate ASN
packkage code
crosss-references

Create ASN
N bulk
weight cro
ossreferencce

WMS Shipping Setup
S
and Process Flow
Complete the follo
owing setup
ps and proce
essing stepss to pack an
nd ship O/E orders in W
WMS.
S
WMS Shipping Setup
You must
m
complete the WMS
S shipping se
etup before you can usse perform p
packing or
shipping in WMS. In addition
n, you may occasionally
o
y need to ch
hange a settting or value
e to
our compan
ny uses WMS
S.
betterr suit how yo
1. Create cus
stomer overrride entries
s. WMS will use the defa
aults specifiied in the
customer override file
e instead of the defaultss specified iin the WMS control file.. See
r Override File Mainte
enance Fun
more inform
mation.
Customer
nction for m
2. Complete external lab
bel file main
ntenance. Ex
xternal label file mainte
enance allow
ws
ecify the lab
bel format to
o be used by
y WMS and to define th
he variable ffields
you to spe

to be used
d when the label
l
is printed. See Ex
xternal Lab
bel File Maiintenance ffor
more inforrmation.
3. Create BO
OL types. These entries are used by
y the WMS P
Pick and Ship Verificatio
on
module to group item
ms into specific freight cclassification
n. The BOL ttype setup a
also
u to enter a specific des
scription forr a group, w
which can be
e printed in tthe
allows you
commodity
y description section off the bill of llading. BOL types only need to be
created if you are prin
nting docum
ments when completing shipments.. See BOL T
Type
File Mainttenance for more inforrmation.
4. Create ship via reportts entries fo
or carriers. T
The WMS Picck and Ship
p Verification
n
ses these en
ntries to dettermine whicch forms to print for ea
ach carrier. Ship
module us
via reports
s only need to be define
ed if you wa
ant to generrate reports
s automatica
ally
when shipments are completed.
c
See Ship Via Reports F
File Maintena
ance for mo
ore
on.
informatio
5. Define item
ms as externally serializ
zed, if nece
essary, in Ite
em Master. See Item
Master File
e Maintenan
nce for more
e informatio
on.
6. If printing bills of lading during shipping, spe
ecify a BOL Type for ite
ems in Item
Master. Se
ee Item Mas
ster File Maintenance fo
or more info
ormation.
7. Set a spec
cific sort seq
quence for ittems in Item
m Inventory
y Location. W
WMS uses this
when printting autopack labels. Iff not defined
d, order enttry or pick sequence will be
used inste
ead. See Inv
ventory Item
m Location F
File Maintenance for mo
ore informattion.
8. If necessary, set up and
a
complete a field to override the
e order com
mpletion mod
de
f individua
al ship to ad
ddress in the
e A/R Altern
nate Address.
and autopack status for
p only needs
s to be comp
pleted when
n these settiings need to
o be specifie
ed
This setup
uniquely fo
or an individ
dual ship to. Otherwise
e, skip this ssetup to use
e the defaultts
already de
efined. See Alternate
A
Ad
ddress File M
Maintenance
e for more iinformation.
9. If necessary, set up a carton or pallet
p
label o
override fielld on the orrder header. This
y needs to be
b completed
d if you will need to spe
ecify a label other than
n the
setup only
default forr certain ord
ders. Otherw
wise, the de fault label a
already defin
ned will be u
used.
See Orderr Entry Head
der File Entrry for more information
n.

w Chart
WMS Shipping Setup Flow

Complete the WMS system
settup

Use setting
gs different
from WMS control file
defau
ults?

Yes

Create custom
mer override
entriies

Yes

Create BO
OL types

Complete exte
ernal label file
mainte
enance

Any shipme
ents need to
automatically generate
repo
orts?

Define ship via
a reports for
carrie
ers
Are items externally
serialiized?

Specify a BOL ttype for items
in I//M
No
Ye
es

Define items a
as externally
serialized
d in I/M

Are you using
Au
utoPack?

Do ittems use a sort
sequeence other than
orde
er entry or pick
ssequence?

Yes

Set a sort sequence for
items in I/M

Any ship to locations
using ord
der completion
mode different
d
from
default?
d

Yes

Create
e and populate an
order co
ompletion override
field on the A/R Alternate
dress screen
Add

Yes

Any ship to locations
use auttopack status
differentt from default?

Yes

Create a
and populate a field
for the
e autopack status
override o
on the A/R Alternate
dress screen
Add

Yes

Create laabel override fields
on O/E orrder header screen;
populatee during order entry

Will any O /E orders use
a carton or pallet label
differentt from default?

No
Setup comple
ete

g using Paper Pick Tiickets
WMS Shipment Processing
Complete the follo
owing steps
s, in the order listed, to
o pack and sship an orde
er in WMS.
med for each
h O/E order that you ne
eed to proce
ess in WMS..
These steps mustt be perform
Some steps, such
h as generatting an EDI ASN, mightt not be neccessary if yo
our company
y
does not
n use thatt feature.
1. Print the O/E
O Pick Tick
ket. See Priinting a Pic
ck Ticket fo
or more info
ormation.
he O/E orderr to WMS us
sing post picck ticket pro
ocessing. Th
his transfers
s the
2. Release th
order inforrmation to WMS
W
so the items can b
be packed a
and shipped. See
Releasing
g Orders to
o WMS usin
ng Post Pic
ck Ticket P
Processing for more
informatio
on.
W
Packin
ng and shipping are do ne in WMS, which is ex
xecuted
3. Log in to WMS.
externally to Progress
sion. See Lo
ogging In tto WMS forr more inform
mation.
here are four different le
evels of paccking. Depending on yo
our
4. Complete packing. Th
e
t, you mightt complete m
more than o
one packing step for each
shipping environment
order.
o
using pack verify. Items for a specific orrder are pac
cked into
5. Pack the order
cartons. Each order is
s treated as a unique sh
hipment. Se
ee Packing Orders in
or more info
ormation.
Pack Veriify Mode fo
ons. Items are
a manually
y packed intto cartons fo
or each order. Individual
6. Pack carto
cartons orr the entire order
o
can th
hen be pack
ked onto palllets or shipments. Multtiple
orders can
n be packed onto the sa
ame shipme
ent, or an in
ndividual ord
der can be
packed on
nto multiple shipments. See Packin
ng Cartons
s for a Pick
k and Pack
Environm
ment for mo
ore information. Note th
hat in a stan
ndard pack e
environmen
nt,
the AutoPa
ack function
n can be use
ed to autom
matically pacck items into
o cartons.
7. Pack pallets. If you pa
alletize shipments, use the pack pa
allets function to pack
ders onto pa
allets. Palletss can then b
be packed o
onto shipme
ents.
cartons, ittems, or ord
See Packiing Pallets for more in
nformation.
8. Pack shipm
ments. Afterr completing
g any other packing phases, pack c
cartons, palllets,
or orders onto
o
shipme
ents that can then be ccompleted. S
See Packing a Shipme
ent
for more information.
9. Process WMS
W
order biilling. This step
s
createss a file that ccan be used
d by the
Progressio
on Barcode for
f Distributtion module to select orrders for billing. It’s als
so
necessary for the order to be pro
operly closed
d in WMS. S
See Using W
WMS Orderr
Billing forr more inforrmation.
0. Import billing informa
ation into Prrogression. Q
Quick ship p
polling in the Progressio
on
10
or Distribution module uses
u
the bil ling informa
ation file cre
eated by WM
MS to
Barcode fo
select orde
ers for billin
ng in the item
ms and qua
antities shipp
ped. See Im
mporting
Billing Se
election Infformation using Bar Code for D
Distribution
n for more
informatio
on.

1. Create the
e EDI Advan
nced Ship No
otice (856). Use the Pro
ogression EDI module tto
11
create the
e ASN, if nec
cessary for this
t
custom er. See Gen
nerating an
n Advanced
d
Ship Notiice for more
e informatio
on.
12
2. Complete O/E order processing
p
and
a
invoicing
g. See Progression Help
p for more
on.
informatio
13
3. If the orde
er was not completely
c
shipped
s
and
d the backorrdered quan
ntities will no
ot
ship later, close the order
o
in WMS
S. Any unsh
hipped quan
ntities for ite
ems will be
o zero, allow
wing backord
ders from O
O/E to be pro
ocessed into
o WMS using
reduced to
post pick ticket
t
processing. See Closing
C
Ord
ders when the Progression Ord
der
Has Been
n Closed forr more inforrmation.
ment
WMS Shipment Processing
g using Pic
ck Managem
Complete the follo
owing steps
s, in the order listed, to
o pack and sship an orde
er in WMS using
m
t. The steps
s must be pe
erformed fo
or each O/E order that y
you need to
o
pick management
proces
ss in WMS. Some steps
s, such as ge
enerating an
e necessary if
n EDI ASN, may not be
your company
c
do
oes not use that
t
feature
e.
1. Create EPN
Ns for the O/E
O orders.
ck: Cartons or pallets are
a immedia
ately labeled
d for shippin
ng and are rready
2. Pick to pac
to be combined with other
o
carton
ns or palletss being shipped togethe
er. As the
a be place
ed on the pa
allet, they arre scanned and associa
ated with the
e
products are
shipping pallet.
p
The pallet
p
can latter be assocciated with a shipment simply by
scanning the
t
pallets la
abel. See Processing a Pick-to-P
Pack EPN ffor more
informatio
on.
age/stage pa
ack: Pick to stage/stage
e pack: Indicates what products are to
3. Pick to sta
be picked and where to take them
m for stagin
ng. A pick-to
o-stage EPN
N is always
associated
d with a stag
ge pack EPN
N, which dire
ects the pacckers about how to break
out produc
cts that hav
ve been brou
ught to a sta
aging area a
as the resullt of a pick-ttostage EPN. This can be
b done on either
e
an RF
F device or a
at a packing
g station and
d
y order basis. See Proc
cessing a P
Pickpresents the pack outt process in an order by
nformation.
to-Stage and Stage Pack EPN for more in
o the EPN.
4. Pick the orrder based on
s
Affter completting any oth
her packing phases, pac
ck cartons,
5. Pack the shipment.
pallets, or orders onto
o shipments
s that can th
hen be comp
pleted. See Packing a
Shipmentt for more in
nformation.
W
order biilling. This step
s
createss a file that ccan be used
d by the
6. Process WMS
Progressio
on Barcode for
f Distributtion module to select orrders for billing. It’s als
so
necessary for the order to be pro
operly closed
d in WMS. S
See Using W
WMS Orderr
Billing forr more inforrmation.
ation into Prrogression. Q
Quick ship p
polling in the Progressio
on
7. Import billing informa
or Distribution module uses
u
the bil ling informa
ation file cre
eated by WM
MS to
Barcode fo

select orde
ers for billin
ng in the item
ms and qua
antities shipp
ped. See Im
mporting
Billing Se
election Infformation using Bar Code for D
Distribution
n for more
informatio
on.
e EDI Advan
nced Ship No
otice (856). Use the Pro
ogression EDI module tto
8. Create the
create the
e ASN, if nec
cessary for this
t
custom er. Generating an Ad
dvanced Sh
hip
Notice forr more inforrmation.
p
and
a
invoicing
g. See Progression Help
p for more
9. Complete O/E order processing
on.
informatio
10
0. If the orde
er was not completely
c
shipped
s
and
d the backorrdered quan
ntities will no
ot
ship later, close the order
o
in WMS
S. Any unsh
hipped quan
ntities for ite
ems will be
o zero, allow
wing backord
ders from O
O/E to be pro
ocessed into
o WMS using
reduced to
post pick ticket
t
processing. See Closing
C
Ord
ders when the Progression Ord
der
Has Been
n Closed forr more inforrmation.

g Flow Cha
art
WMS Shipment Processing

Are you using pick
ement?
manage

NO
N

YES
S

Print the
t O/E pick tick
ket

Create EPN

Run Post Pick Ticke
et
ssing to release the
Proces
order
o
to WMS

Are you using WMS
S
EDI
E ASN Data
Collection module?

YES

Are you ussing pack
veriffy?

Are you packin
ng
ittems into carton
ns?

NO
YES

Pack orders using pa
ack
verify mode

YES

Are you packing
items onto
o pallets?

Packk items into cartons

NO
YES

A
Are you packing
carttons onto pallets?

YES

Pack palllets

Pack shipm
ments

Process WMS order
billing

Import billing
b
information
using B/C quick ship
polling

Are
e you sending EDI
ASNs to the
customer?

YES

Generate ASN in
Progressiion EDI

Will backo
ordered
quantities sship later?

Complete
C
order
proce
essing and invoicing
g
in Progression

Was the order
shipped complete in
WMS?

YES

Shipment processing
complete

YES

Close order in WMS

p and Proce
ess Flow
WMS P/O Receiiving Setup
Complete the follo
owing setup
ps and proce
essing stepss to receive against P/O
O purchase
s in WMS.
orders
WMS P/O Receiiving Setup
p
Complete the follo
owing setup
ps, as neces
ssary, before
e using WMS to receive
e Progressio
on
ase orders. In addition,, you may occasionally
o
need to cha
ange a settiing or value
e to
purcha
betterr suit how yo
our compan
ny uses WMS
S.
1. Create ven
ndor overrid
de entries, iff necessary . If a vendo
or has a vendor override
e set
up, WMS will
w use the defaults spe
ecified in th e vendor ov
verride file instead of th
he
defaults sp
pecified in the WMS con
ntrol file. Se
ee Vendor O
Override M
Maintenanc
ce for
more inforrmation.
ndor bar cod
de definition
ns, if necesssary. If a ve
endor speciffic bar code is
2. Create ven
being used
d, the vendo
or bar code file allows y
you to defin
ne the bar co
ode, includin
ng
how to bre
eak down th
he segments
s. See Vend
dor Bar Cod
de Mainten
nance for m
more
informatio
on.
ndor item ov
verride entrries, if necesssary. If a v
vendor item has a vend
dor
3. Create ven
item overrride set up, WMS will us
se the defau
ults specifie
ed in the ven
ndor item
override file instead of
o the defaults specified
d in the WMS
S control file
e or in the
S
Vendor
r Item Ove
erride Main
ntenance fo
or more
vendor override file. See
on.
informatio
essing
WMS P/O Receiiving Proce
Complete the follo
owing steps
s, in the order listed, to
o receive a P
P/O in WMS. These step
ps
ed for each purchase orrder that yo
ou need to p
process in W
WMS.
must be performe
he purchase order to WMS using Po
ost P/O Prin
nt Processing
g. This trans
sfers
1. Release th
the Progre
ession purch
hase order in
nformation to WMS so receipts can
n be made u
using
WMS RF devices. See Releasing
g Purchase Orders to WMS using Post P/O
O
Print Processing forr more inforrmation.
eceipts again
nst the purc
chase order in WMS. Eitther use rad
dio frequenc
cy
2. Process re
devices to scan receiv
ved items an
nd quantitie
es for a speccific purchas
se order, or scan
h a Wedge Reader
R
at a packing station. Producct labels can
n also be
items with
generated at this time
e. See Proc
cessing a R
Receipt Aga
ainst a Purrchase Order.
sactions Se
etup and Pr
rocessing F
Flow
WMS I/M Trans
Complete the follo
owing setup
ps and proce
essing stepss to perform
m I/M transa
actions in W
WMS.
sactions Se
etup
WMS I/M Trans
No spe
ecific setups
s are necess
sary to proc
cess I/M tran
nsactions in
n WMS.
WMS I/M Trans
sactions Pr
rocessing Flow
F
The fo
ollowing I/M transaction
ns can be pe
erformed in WMS. Each
h transaction
n should be
perforrmed as nec
cessary and is not depe
endent on an
ny other WM
MS I/M transaction.

n inventory issue. Allow
ws you to isssue an item quantity an
nd remove it
1. Process an
from I/M inventory. See
S
Process
sing an Inv
ventory Iss
sue for morre informatio
on.
2. Process an
n inventory receipt. Allo
ows you to rreceive an ittem quantitty and add it to
I/M inventtory. See Pr
rocessing an
a Invento
ory Receiptt for more in
nformation.
3. Process an
n inventory transfer. Allows you to transfer an
n item quanttity to a
different I//M warehou
use. See Pro
ocessing a n Inventorry Transferr for more
informatio
on.
4. Process a physical or cycle countt. Allows you
u to perform
m a physical or cycle co
ount
Processing a Physicall or
using a dirrected or a non-directed count metthod. See P
Cycle Cou
unt for more
e informatio
on.
WMS SFC Trans
sactions Se
etup and Pr
rocessing F
Flow
Complete the follo
owing setup
ps and proce
essing stepss to perform
m Shop Floor Control
actions in WMS.
W
transa
WMS SFC Trans
sactions Se
etup
No spe
ecific setups
s are necess
sary to proc
cess SFC tra
ansactions in
n WMS.
WMS SFC Trans
sactions Pro
ocessing Flow
F
The fo
ollowing SFC
C transactions can be performed in
n WMS. Each
h transaction should be
e
perforrmed as nec
cessary and is not depe
endent on an
ny other WM
MS SFC tran
nsaction.
1. Issue material. Allows
s you to issu
ue material for a shop o
order. See I
Issuing
t a Shop Order
O
for more
m
informa
ation.
Material to
2. Enter activ
vity. Allows you to ente
er activity trransactions for a shop o
order, includ
ding
labor hourrs, machine hours, scra
ap quantitiess, and rejec
ctions. See E
Entering
Activity for a Shop Order
O
for more
m
inform ation.
WMS POP Trans
sactions Se
etup and Processing Flow
Complete the follo
owing setup
ps and proce
essing stepss to perform
m Production
n Order
ssing transa
actions in WMS.
Proces
WMS POP Trans
sactions Se
etup
No spe
ecific setups
s are necess
sary to proc
cess POP tra
ansactions in
n WMS.
WMS POP Trans
sactions Pr
rocessing Flow
F
The fo
ollowing POP
P transactions can be performed in
n WMS. Each
h transactio
on should be
e
perforrmed as nec
cessary and is not depe
endent on an
ny other WM
MS POP tran
nsaction.
1. Enter prod
duction. Allo
ows you to enter
e
producction for released produ
uction orderrs.
See Enter
ring Produc
ction for a Productio n Order forr more inforrmation.
S
and Processing
g Flow
WMS Conveyor Interface Setup
Complete the follo
owing setup
ps and proce
essing stepss to allow W
WMS to interrface with a
ement syste
em.
conveyor manage

S
WMS Conveyor Interface Setup
Complete the follo
owing setup
ps to allow WMS
W
to inte
erface with a conveyor managemen
nt
m. In additio
on, you may
y occasionally need to cchange a se
etting or value to betterr suit
system
how your
y
compan
ny uses WMS.
1. Activate co
onveyor sup
pport in the WMS contrrol file mainttenance.
nveyors, inc
cluding logical sort laness, physical ssort lanes, a
and jackpot sort
2. Define con
lanes.
nters to be used by eac
ch conveyorr.
3. Assign prin
P settings fo
or each conv
veyor.
4. Define FTP
g Flow
WMS Conveyor Interface Processing
Complete the follo
owing steps
s, in the order listed, to
o use a conv
veyor manag
gement systtem
W
with WMS.
1. Create a stage
s
pick EPN.
S
to Conveyor buttton on the E
EPN Editor sscreen. WMS will valida
ate
2. Click the Send
that the number of orrders does not
n exceed tthe number of logical la
anes defined
d for
yor. Then, WMS
W
will cre
eate a wave
e definition ffile for the s
stage pick. T
The
the convey
wave defin
nition file wiill contain a record for e
each carton that specifies the pick
number, order
o
numbe
er, sequence
e number, ittem UCC-14
4, cube, weight, and logical
lane destin
nation.
ent to the co
onveyor management s
system. The
e
3. The wave pick definitiion file is se
prior wave
e is closed by
b the conve
eyor system
m when the n
new wave is
s received.
4. The conve
eyor system reads the UCC-14
U
bar codes on th
he cartons a
and directs tthe
products to
t the lane specified
s
in the wave de
efinition file.
5. The conve
eyor system writes pack
king informa
ation back to the wave results file.
6. During the
e next WMS polling cycle, WMS recceives the w
wave results
s file.
n the wave results
r
file are
a processe
ed as follows:
7. Records in
ord has a UC
CC-14 ID an
nd the physiical sort lane
he record ha
as
8. If the reco
e listed in th
not been previously
p
encountered
e
for this wave, WMS wiill add it to tthe list of
physical so
ort lanes forr the wave. WMS will g enerate a new pallet nu
umber and pack
the UCC-1
14 in that pa
allet. The pa
allet label is then printe
ed to the printer specifie
ed
for the lan
ne.
e listed in th
9. If the reco
ord has a UC
CC-14 ID an
nd the physiical sort lane
he record ha
as
already be
een created for this wav
ve, WMS wi ll compare tthe pallet co
ount numbe
er in
the file to the pallet count numbe
er for the prrevious tran
nsaction for this lane. Iff it is
the same, the UCC-14
4 will be pac
cked in thatt same palle
et. If the palllet count
number is different, WMS
W
will generate a new pallet num
mber and pack the UCC
C-14
in that pallet. The pallet label is then
t
printed
d to the prin
nter specified for the lan
ne.

0. If the reco
ord has a NO
OREAD, UNT
TRACKED, o
or EMPTY me
essage, it is
s not proces
ssed.
10
11
1. If the reco
ord has an ENDOFWAVE
E
E message, WMS will in
ncrement the number o
of
lanes completed for th
he EPN. Onc
ce all lanes for the EPN
N have receiv
ved the
AVE message
e, WMS will mark the E
EPN as Conv
veyor Complete.
ENDOFWA
12
2. If any item
m quantities
s remain to be
b packed o
on the EPN, WMS leave
es the EPN o
open
and displays a Reconc
cile Conveyo
or message . Double-click the entry
y on the
p
monitor
m
to review
r
any e
errors. If ne
ecessary, us
se the conve
eyor
conveyor processing
processing
g monitor to
o close the EPN
E
and cre
eate a new o
one for any shortages.
13
3. If the END
DOFWAVE message
m
is not received for a lane, click the En
nd of Wave
e
button to process the end of wav
ve for the la ne.
14
4. Once all items for the
e EPN have been
b
packed
d, WMS marks the EPN completed.

Chapter 4: WMS Se
etup – System
S
Secur
rity File Ma
aintenance
e
The fo
ollowing function is used
d to create user accoun
nts and to a
assign securrity rights fo
or
WMS. The Securitty File Mainttenance me
enu is accesssed from the Order Enttry Maintain
n
menu. This functiion should not
n be provided to all ussers. Progre
ession’s men
nu security
d be used to
o limit acces
ss to this fun
nction to au
uthorized pe
ersonnel.
should
General Tab

User Name – Ty
ype the userr name for each
e
person who requirres access to
o the shipping
system
m.
Passw
word – Type the user’s
s password.
t
Microsoft SQL versiion of WMS,, the user name and pa
assword in W
WMS
In the
mu
ust be identical to a use
er name and
d password in Progressiion. Progres
ssion
imp
plements a double blind
d security sy
ystem which
h WMS hono
ors. For those
warehouse use
ers who sho
ould not hav
ve access to Progression
n, the user
ould still be created in Progression,
P
, but should
d be assigne
ed to a
sho
Pro
ogression menu that do
oes not have
e any functio
ons enabled
d.
If WMS
W
is operrating using Pervasive.S
SQL, the usser name an
nd password
d do
nott have to be
e the same as
a the Progrression userr name and password.
The
ere is no syn
nchronizatio
on between the two sysstems underr Pervasive..SQL.

In fact,
f
you do
o not have to be a user in Progresssion to have
e access to tthe
shipping system under the
e Pervasive .SQL version of WMS.
Locattion – This is
i the default warehous
se for the usser. If the A
Allow Change Wareho
ouse
check box is clearred, the use
er will only have
h
accesss to this warrehouse.
Mass Delete – This
T
option gives
g
the user the abilitty to delete cartons, pallets, shipm
ments
and orrders from within
w
the WMS
W
Inquiry
y. It is recom
mmended th
hat only key
y personnel have
access
s to this opttion.
Allow
w Change Warehouse
W
– This optio
on gives the
e user the a
ability to cha
ange to a
wareh
house other than the wa
arehouse sp
pecified in th
he Location
n field.
Shipp
ping Tab

Pack Cartons – This option allows the user
u
access to the pack
k cartons function. This
s
functio
on is used to pack item
ms into carto
ons.
Pack Pallets – This
T
option allows
a
the user access tto the pack pallets func
ction. This
functio
on is used to attach carrtons onto pallets.
p
Pack Shipments
s – This option allows the user acce
ess to the p
pack shipme
ents function
n.
This fu
unction is us
sed to attac
ch cartons and pallets o
onto shipme
ents.
Order
r Billing – This
T
option allows
a
the user
u
access to the order billing function. To us
se
this fu
unction, you
u must have the Progres
ssion Barcod
dule installed. In
de for Distribution mod
Pack Verify
V
Only mode, this option
o
allow
ws the user tto close the
e order and execute the
e
update Progressio
on function.

hase Order
r Tab
Purch

Enablle Purchase Order – Select
S
the Enable
E
Purch
hase Orderss check box to allow the
e
user to have acce
ess to the Pu
urchase Ord
der Receipt ffunction on R/F guns.
ntory Tab
Inven

ry Management – Select the Ena
able Inventtory Manag
gement che
eck
Enablle Inventor
box to
o allow the user
u
access to the inventory mana gement fun
nction on R/F guns.
Issue
es – This option allows the user acc
cess to the inventory isssues function.
Receiipts – This option
o
allow
ws the user access
a
to th
he inventory
y miscellane
eous receipts
s
functio
on
Trans
sfer Inventtory – This option allow
ws the user access to th
he inventory
y transfer
functio
on
Countt Tags – Th
his option allows the user access to
o the count tags functio
ons.
Stock
k Inventory
y – This option allows the user acccess to the sstock inquiry
y functions.
Shop Floor Tab

Enablle Shop Flo
oor – This option
o
allows
s the user a
access to the
e Shop Floor functions.
Report Activity – This optio
on allows the user to re
eport activity
y.
e Materials – This optio
on allows th
he user to isssue materia
als.
Issue

T
POP Tab

Enablle POP – Th
his option alllows the us
ser to accesss the Producction Order Processing
functio
ons.
Report Productiion – This option
o
allows
s the user t o report pro
oduction on production
s.
orders

rol File Maiintenance
Contr
Contro
ol File Mainttenance spe
ecifies the de
efault settin
ngs in WMS.. The Contro
ol File
Mainte
enance men
nu is accesse
ed from the
e Order Entrry Maintenan
nce menu.
Shipp
ping Tab

Gener
ral Setting
gs
UPC Company
C
Code
C
– Type
e the compa
any’s five dig
git UPC code as assigne
ed by the
Universal Code Co
ouncil, with two leading
g zeros. Thiss is used ass a compone
ent of the se
erial
CC-128 labe
el.
number on the UC
his value spe
ecifies where
e the deparrtment number is locate
ed in
Department Qualifier – Th
T
th
his value sho
ould be set to DP.
the inbound 850 document. Typically,
g Type Field
d – This fiel d specifies the user defined field o
or
Item Master Bill of Lading
user note
n
field fro
om the I/M Item Master file that is used to cla
assify items into bill of
lading
g types. If th
his field is se
et to XX, all items will be classified
d as bill of la
ading type
DFLT.
w Scanning Range – Determines
D
whether
w
use
ers are allow
wed to scan a range of
Allow
carton
n labels onto
o a shipmen
nt or pallet.
Defau
ult Scannin
ng Range – When activ
vated, WMS defaults to scanning ra
anges if use
ers
are allowed to sca
an carton ra
anges. This option is dissabled if Alllow Scanniing Range is
set to N.

e Entry of Multiplier?
M
– Select thiis check box
x if the userr is typically
y required to
o
Force
specify
y a multiplie
er or quantity when pro
ocessing shiipping entrie
es. WMS will then prom
mpt
for the
e multiplier before asking for the ittem numberr.
Billing
g Options
Defau
ult Order Completion
C
Mode – Th
his field is ussed to deterrmine when billing selection
is done. This valu
ue may be overridden
o
fo
or a specificc customer iin the Custo
omer Override
file.
B
– Ind
dicates that WMS will re
equire the u
user to close
e each order individuallly.
SAS Billing
Use th
his method to
t allow eas
sier control when
w
a sing
gle order willl often be s
split among
multip
ple shipments within a billing
b
cycle. The order is manually
y completed
d only after tthe
last sh
hipment for that order is
i processed
d for the day
y. Requiring
g the order to be closed
d
manua
ally preventts the accide
ental partiall selection o
of an order w
when the us
ser invokes the
update Progressio
on function.
s – Indicates that an orrder should be complete
ed when a s
shipment that it
Pack Shipments
is atta
ached to it is
s completed
d. Use this method
m
to s implify the processing o
of orders. E
Each
order is flagged as
a complete when the shipment
s
is completed, eliminating the need to
o
proces
ss each orde
er manually
y in the WMS
S billing fun
nction. The b
billing selecttion informa
ation
is passed to Progression whe
en the user runs the up
pdate Progre
ession function.
cates that an
a order sho
ould be treated as a unique shipme
ent.
Pack Verify Carttons – Indic
When the order is
s completed
d, it is autom
matically atttached to a shipment, w
which is then
autom
matically com
mpleted. Thiis mode is typically use
ed for custom
mers that se
end individu
ual
orders
s that are sh
hipped to different locations or at d
different tim
mes.
ODB Generation
G
ns – This fie
eld specifies the numbe
er of copies o
s to
of Quick Ship ODB files
save for
f shipping transaction
ns. Although
h rarely nece
essary, having a backup of these ffiles
can he
elp track and resolve prroblems tha
at occur whe
en updating Progression
n from WMS
S.
The maximum
m
nu
umber of file
es that may be saved iss 999.
Confirm Ship an
nd Confirm Bill – This check box iis used to specify that W
WMS should
d
p and a Conffirm Bill ope
eration simu
ultaneously. This is only
y
perforrm both a Confirm Ship
valid if the Progre
ession syste
em is set to Confirm Sh ip. When se
et, the Quick
k Ship
action will be
e specified for
f both steps simultan
neously. With this option, WMS can
n be
transa
configured to relie
eve invento
ory prior to O/E
O to A/R P
Posting with
hout the add
ditional burd
den
of doin
ng both a co
onfirm ship and a confirm bill operration manu
ually in Progression.
Imme
ediate Auto
o Bill for Pa
ack Verify – This checck box can b
be used to s
specify that the
proces
ss to update
e Progressio
on should oc
ccur immediiately upon completing an order in
Pack Verify
V
mode
e. When this
s is selected, the user w
will not need
d to periodic
cally click th
he
Updatte Macola button. WMS will autom
matically ge nerate the O
ODB file forr Quick Ship
p
Polling
g. If Quick Ship
S
Polling is running, the order w
will be selectted for billin
ng (or confirrmed
shippe
ed) immedia
ately.

ections cann
not be made
e within WM
MS for pack
Note:: If this option is used, billing corre
verific
cation orders
s. The orderr is immedia
ately closed for this cyccle and prep
pared for the
e
next cycle.
c
Do no
ot post zero
o ship to Quantities
Q
– This check
k box is use
ed to suppre
ess the selec
ction
of line
e items that are comple
etely unpack
ked. WMS w
will leave tho
ose items un
nselected when
invoicing or perfo
orming confirm ship transactions.
Pack Options
AutoP
Autom
matic Pack
k Cartons – This is a global setting
g that allowss for the auttomatic
generation of UCC
C-128 labels
s based on standard
s
ca
ase quantitie
es and the q
quantity
ed. This settting can be overridden for specific customers with an enttry in the
ordere
Customer Overrid
de file. When using auto
opack mode
e, the pack ccartons func
ction is
cessary. See
e ASN Bulk Weight
W
File Maintenancce for instrucctions on se
etting up
unnec
standa
ard case quantities. Thiis field is ign
nored if the WMS EDI A
ASN Data Co
ollection Mo
odule
is not installed.
1 Car
rton Per Or
rder? – This
s option forc
ces WMS to create a sin
ngle carton for orders that
are be
eing packed using the autopack
a
fun
nction. Whe
en activated, AutoPack will create a
single carton and pack all of the items on
o an order into that sin
ngle carton. This option
n is
disabled if the Au
utomatic Pa
ack Carton
ns field is no
ot activated.
ddress AuttoPack Ove
erride field – Specify a user define
ed field in th
he A/R Alterrnate
Alt Ad
Address file that can
c
be used
d to override
e the order completion mode and a
autopack
gs for a spe
ecific alterna
ate address. This is typiically used w
when small store orders are
setting
handle
ed through pack verification and la
arge DC ord ers are handled using A
AutoPack. T
To
use th
his option, th
he specified
d user define
ed field musst be unhidd
den on the P
Progression
screen
n using Scre
een Designe
er. The follow
wing valuess may then b
be specified in the field in
the Alternate Add
dress file:
VN = Pack
k Verify Mod
de, AutoPack Off
SN = Pack
k Shipments
s Mode, AutoPack Off
SY = Pack
k Shipments
s Mode, Auto
oPack On
BN = WMS
S Billing Mode, AutoPac
ck Off
BY = WMS
S Billing Mod
de, AutoPac
ck On
Note:: If any othe
er value is typed into th
his UDF field
d, it will be ignored and
d the defaultt
values
s used.
AutoP
Pack Label Sequence UDF – Spe
ecify a user defined field
d in the Item
m Location file
to use
e to sequenc
ce labels printed via the
e autopack process. No
ormally, WM
MS will look a
at
the Pic
ck Ticket Orrder field in the Order Entry
E
Setup file to determine the o
order to prin
nt the
labels. The labels are then prrinted either in pick seq
quence or in
n order entrry sequence.
pecified in th
his control setting,
s
the labels will u
use the value of the Item
When a UDF is sp
Location file UDF specified he
ere.

ping Label Settings
S
Shipp
Carto
on:
UCC 128
1
Numbe
er - Type th
he label sequ
uence numb
ber for the n
next carton label. This
number will increment for ea
ach label printed.
on Label – Type
T
the name of the default
d
carto
on label form
mat. The forrmat will be
Carto
used when
w
printin
ng carton level UCC-128 labels unl ess specifically overridd
den for the
custom
mer with an entry in the Customerr Override file. The labe
el format can be overrid
dden
for an individual order
o
by spe
ecifying a la
abel name in
n the order header userr defined fie
eld
nated in Lab
bel Overrid
de Field. *N
NONE is a rreserved forrm name wh
hich indicate
es to
design
generate the reco
ords, but no
ot to print th
he label.
s field speciffies the use r defined fie
eld from the
e O/E order
Labell Override Field – This
heade
er file that is
s used to ov
verride the la
abel format used to print carton (p
pack) labels
s. If
set to XX, overrid
ding the label format is not allowed
d.
Note:: WMS versions prior to
o 7.5.11 use
ed a setting in the WMS
S INI file to allow this. T
The
INI en
ntry is no lon
nger supporrted.
Defer
r Printing – This check
k box instruc
cts the pack
k cartons or pack verify
y function to
o
defer printing a carton label until the carton is pack
ked. If this ffield is clearred, WMS prrints
el immediate
ely when a new
n
carton is created. However, so
ome custom
mers require
e the
a labe
label to
t indicate the
t
contents
s of the cartton. If the la
abel is printe
ed before th
he items are
e
packed, WMS can
nnot print th
he item num
mber on the label. If the
e Defer Prin
nting check
k box
ected, WMS will not prin
nt the label until the usser clicks the
e Reprint b
button or lea
aves
is sele
the ca
arton.
Pallett:
UCC 128
1
Numbe
er – Type th
he label sequence numb
ber for the n
next pallet llabel. This
number will increment with each
e
label printed.
ype the nam
me of the de
efault pallet label forma
at. The form
mat will be used
Pallett Label – Ty
when printing palllet level UC
CC-128 labells unless sp ecifically ov
verridden for the custom
mer
with an
a entry in the
t
Custome
er Override file. The lab
bel format c
can be overrridden for an
n
individ
dual order by
b specifying
g a label name in the o rder headerr user define
ed field
design
nated in Lab
bel Overrid
de Field. *N
NONE is a rreserved forrm name wh
hich indicate
es to
generate the reco
ords but nott to print the
e label.
s field speciffies the use r defined fie
eld from the
e O/E order
Labell Override Field – This
heade
er file that is
s used to ov
verride the la
abel format used to print pallet (ta
are) labels. If set
to XX, overriding the label fo
ormat is nott allowed.
o 7.5.11 use
ed a setting in the WMS
S INI file to allow this. T
The
Note:: WMS versions prior to
INI en
ntry is no lon
nger supporrted.
Defer
r Printing – This check
k box instruc
cts the pack
k pallets fun
nction to deffer printing a
pallet label until the
t
pallet is packed. If this
t
field is cleared, WM
MS prints a label
immed
diately when a new pallet is create
ed. Howeverr, some custtomers requ
uire the labe
el to

ents of the pallet.
p
If the
e label is priinted before
e the items are packed,,
indicate the conte
n
on the label. If the Defer P
Printing check box is
WMS cannot printt the item number
ntil the userr clicks the R
Reprint buttton or leave
es
selected, WMS wiill not print the label un
allet.
the pa
Labell Qty Forma
at – The forrmat of case
e packs whe
en printed o
on labels. Th
his is typically
####
#, which ind
dicates four digits with no leading zzeros. This fformat follo
ows standard
d VB
numeric formattin
ng rules and
d defaults to
o #### if n
not specified
d.
ping 2 Tab
Shipp

Bin / Serial / Lo
ot / Catch Weight Se
ettings
Captu
ure Catch Weights?
W
– Select this check box if WMS shou
uld record the
t
breakdow
wn
of eac
ch quantity packed
p
into a carton. This
T
is a com
mmon requirrement whe
en products are
sold by
b weight.
Ignor
re Multi-Bin
n, Serial an
nd Lot Flag
gs? – This ccheck box m
may be used to disable m
multi
bin, se
erial, and lo
ot support in
n the WMS. This check box instructts WMS not to ask for b
bin,
serial,, or lot numbers. This should
s
be se
elected only for compan
nies not usin
ng the WMS
S
autom
matic billing functions. This
T
field is for
f use with
h non-pick m
management orders onlly. It
does not
n apply to
o pick manag
gement orders.
Use Item Pick Seq
S
as Defa
ault Bin? – This check box may be
e selected to
o have WMS
S
matically deffault the bin number to the value sspecified in tthe items piicking seque
ence
autom
field frrom the Item Location file. This is useful if mu
ulti bin is turned on butt shipping is
s
done from
f
one prrimary bin lo
ocation for each
e
item. W
With this op
ption selecte
ed, a bin num
mber
does not
n need to be typed orr scanned unless the ite
em is being shipped fro
om a bin oth
her

t
standard
d location. This
T
field is for
f use with
h non-pick m
management orders onlly. It
than the
does not
n apply to
o pick manag
gement orders.
Allow
w Override of Default Bin? – This
s check box may be sellected to allow the userr to
override a defaultt bin numbe
er. This chec
ck box is dissabled if Us
se Item Pic
ck Seq as
ult Bin is cle
eared. If de
efault bins are being use
ed and Allo
ow Override
e of Default
Defau
Bin is cleared, WMS will not prompt for the bin num
mber unless the defaultt bin has not
been specified
s
or an invalid bin
b is specified as the d
default. If th
his check bo
ox is selected
d,
WMS will
w default to the bin specified in the
t
Item Piick Sequen
nce field, bu
ut the user m
may
override it. If the Use Item Pick Seq as
a Default B
Bin check b
box is cleare
ed, WMS will
or a bin. This
s field is for use with no
on-pick man
nagement o
orders only. It
always prompt fo
n apply to
o pick manag
gement orders.
does not
I/M Ext
E Ser Num
m Field – This
T
field spe
ecifies the u
user defined
d field, user note field, o
or
user code
c
field to be used in the I/M Item Master to
o identify th
hat an item iis externally
y
serialized. When this field is not XX, extternal serial numbers ca
an be tracke
ed. The Item
m
onsidered e
externally
Master file field specified must contain a Y for the ittem to be co
mbers will be
b entered b
but not valid
dated against the
serialized. External serial num
ession Lot/S
Serial file. Th
hey will be written
w
to th
he order line
e comment file and can
n be
Progre
looked
d up using the
t
Progress
sion Where Used inquiry
y.
Over/
/Under Shiip Handling
g
Overs
ship Error – If set to Warning,
W
a warning me
essage will be displayed
d during carrton
packin
ng if the qua
antity packe
ed is greaterr than the q
quantity ordered, but th
he user may
y
acceptt the messa
age and ship
p the extra quantity.
q
If set to Hard
d, an error m
message willl be
displayed and the
e entry will not
n be allow
wed.
ance % – Used
U
to indicate that WMS
W
should only genera
ate a warnin
ng or error iff the
Tolera
item is
s over shipp
ped by a vallue greater than the pe
ercentage sp
pecified.
Undership Error
r – If set to Warning, a warning m
message will be display
yed during o
order
cation, shipm
ment comple
etion, and order
o
billing if the quantity packed is less than
n the
verific
quantity ordered. The user may
m
accept the
t
message
without com
mpletely fillin
ng
e and ship w
t Hard, an error mess
sage will be displayed and these functions will not
the orrder. If set to
be allo
owed until the remainin
ng quantity is packed a nd shipped..
Tolera
ance % – Used
U
to indicate that WMS
W
should only genera
ate a warnin
ng or error iff the
item is
s under ship
pped by a value greater than the p
percentage sspecified.
Addittional Bar Code
C
Searc
ch Options
The ch
heck boxes in this section allow the
e user to co
onfigure how
w WMS dete
ermines the item
number being pro
ocessed whe
en a value is
s entered in
nto any of th
he item ID ffields in WM
MS.
ormal hierarchy of this search is to
o see if the sspecified co
ode can be ffound in the
e
The no
following fields:
B
Weight File Alterna
ate Item Ide
entifier
EDI ASN Bulk
I/M Item Master
M
UPC Code

I/M Item Master
M
Item Number
If sele
ected, the ad
dditional sea
arch options
s are added
d, in order, tto the top off this hierarrchy.
These additional searches
s
are typically used
u
when a company h
has assigne
ed the same UPC
or UCC
C-14 numbe
er to multiple item num
mbers. Such use violate
es Universal Code Counc
cil
standa
ards and is not recomm
mended. How
wever, it ca n be difficullt to remove
e these tech
hnical
violatiions from a company’s catalog, so these optio
ons allow WM
MS to be configured to
correc
ctly handle this
t
situation. However,, it is strong
gly recomme
ended to av
void creating
g
duplicate situations in the futture and to make reaso
onable efforrts to remov
ve such
duplications going
g forward.
EDI Cust
C
Item X-Ref
X
UPC Lookup? – Add the ED
DI Item crosss-reference
e UPC No fie
eld
to the
e search hierrarchy. This
s option is ig
gnored if the
e Progressio
on EDI modu
ule is not
installed. Normallly this check
k box should
d be left cle
eared.
C
Item X-Ref
X
Cust Item Look
kup? – Add s the O/E C
Customer Ite
em crossO/E Cust
refere
ence Custom
mer Item Number
N
fielld to the sea
arch hierarcchy. Normally this check
box sh
hould be leftt cleared.
Bulk Weight
W
Customer Pre
efix Lookup
p? – Adds tthe custome
er number as a prefix in
n the
ASN bulk
b
weight file Alterna
ate Item Id
dentifier fie
eld. WMS wiill prefix the
e specified c
code
to the
e customer number
n
betw
ween the ^ symbols, a nd then atte
empt to find
d the
concatenated valu
ue in the AS
SN bulk weig
ght file Alte
ernate Item
m Identifie
er field beforre
nuing using the normal hierarchy. Normally
N
th is check box
x should be left cleared
d.
contin
Ignor
re Item Pre
efix
Speciffy a list of prefixes for specialty
s
item numberss. Items that begin with
h this prefix will
not be
e written intto WMS and will be bille
ed automatically when the order is
s selected fo
or
billing. Up to 10 different
d
pre
efix codes may
m
be spec ified. Note tthat the pre
efix ** is
matically con
nsidered a miscellaneou
m
us item beca
ause this is the standarrd used by tthe
autom
EDI module.
m
To add
d an item prefix to be ignored, typ
pe the prefix
x in the Ignore Item P
Prefix field, and
then click
c
Add.
To rem
move an item prefix, cliick the prefiix in the listt to select itt, and then c
click Delete
e.
To cha
ange an exis
sting item prefix,
p
click the prefix in
n the list to select it. Ty
ype the new
w
value in the field,, and then click
c
Update
e.

T
EPN Tab

The EPN tab may not be visib
ble if the fea
ature has no
ot been ena
abled on you
ur system. IIf
o not see th
his tab, please contact WMS
W
suppo rt for furthe
er informatio
on. In addition,
you do
this fe
eature requires the Micrrosoft SQL database;
d
itt is not supp
ported under Pervasive.SQL.
Use Electronic
E
Pick
P
Ticket Processing – Select tthis check b
box to enable electronic
c pick
tickets
s. This functtion is inten
nded for use
e in an RF en
nvironment because it enables the
e use
of han
ndheld devic
ces to walk a picker thrrough the pi cking materrials.
Ignor
re Negative
e On Hand Error – Select this che
eck box to a
allow transactions which will
generate a negative quantity
y on hand. Although
A
WM
MS will not w
warn you du
uring shipping,
olling proces
ss will produ
uce an exception when billing selecction is attempted.
the po
Recom
mmend Bin
n/Serial/Lo
ot By: - Select Expira tion Date o
or Bin Priorrity from th
he
drop down
d
as the
e primary criteria when making reccommendations for bin,, serial, and lot
items.. Expiration
n Date is only applicab
ble to serial and lot item
ms. When Bin Priority is
selected, WMS wiill not recom
mmend a specific lot or serial numb
ber in the bin.
mmend Split Lots – This
T
check box should b
be selected iif WMS can use more th
han
Recom
one lo
ot to fulfill th
he order. If Recommen
nd Split Lo
ots is selecte
ed, WMS will use the
remainder of the oldest, non-expired lott, and then ffill the rema
aining open quantity fro
om
ext available
e lot. If this check box is
i cleared, W
WMS will use the oldestt lot which h
has
the ne
sufficient quantity
y to fulfill th
he order. This setting iss ignored if tthe Recomm
mend
Serial/Lot By
B field is set
s to Bin Priority.
Bin/S
EPN Pick
P
Order – Select the
e field that contains the
e sequencin
ng value for the critical path
throug
gh the ware
ehouse. In a binned env
vironment th
his typically
y is the bin n
number. In a

onment, this is typically
y the pick s equence. However, the
e user may
non-binned enviro
f
va
alues: Bin; Pick
P
Seque
ence; and I
Inventory L
Location User
choose from the following
Defined 1 – 5.
nd/Descen
nd – Select whether
w
the
e natural flo w through tthe warehou
use for the p
pick
Ascen
order specified in the EPN Pick Order field
f
is Asce
ending or D
Descending
g.
Defau
ult Staging Bin – Type
e the value used when creating a sstage pack a
as the defau
ult
locatio
on for stagin
ng products. This can be
b overridde
en when the
e stage pack
k is created.
Force
e Multiplier
r – Select th
his check box if the use r typically iss required to specify a
multip
plier or quan
ntity when processing
p
picks.
p
If thiss is selected, WMS will p
prompt for
multip
plier before asking for the item num
mber. Set th
his option fo
or Pick Pac
ck, Stage Pick,
and Stage Pack.
me Full Qty
y – Select th
his check bo
ox if WMS should pack the full ope
en quantity
Assum
withou
ut the user having to sp
pecify a multiplier. Thiss option is available for Stage Pick
k
only.
B Validattion – Selec
ct this check
k box to allo
ow the user to pick from
m a bin with
hout
Skip Bin
having
g to scan an
nd validate that
t
it is the
e correct bin
n. This optio
on is availab
ble for Pick
Pack and Stage Pick only.
e Pack Sheet Setup
Stage
Print Stage Pack Sheet? – Indicates whether
w
a p rinted reporrt is necessa
ary for
proces
ssing stage packs.
Stage
e Pack Sheet Format – Type the name of the
e stage pack report.
Copie
es – Type th
he number of
o copies of the stage p ack report tto be printed.
Stage
e Pack Sheet Printer – Specify th
he printer to
o use when printing the
e stage pack
k
reportt. The printe
er name must have bee
en added pre
eviously usiing the Printter tab.

Receiiving Tab

P/O General
G
Op
ptions
Force
e Entry of PO
P Multiplier – Select this check b
box if the usser is typica
ally required
d to
specify
y a multiplie
er or quantity when performing recceiving entrries. If this iis selected, WMS
will prrompt for th
he multiplierr before asking for the iitem numbe
er.
Enter
r Cost – Select this che
eck box if the user shou
uld be prompted for the
e cost during
g the
receiv
ving process
s. (Note thatt this featurre is not cur rently availa
able.)
ODB Generation
G
ns – This fie
eld specifies the numbe
er of copies o
k receipt OD
DB
of the quick
files to
o save for re
eceipt trans
sactions. Although rarelly necessary
y, having a backup of these
files can help trac
ck and resolve problems that occurr when upda
ating Progre
ession from
mum numberr of files tha
at can be sa
aved is 999.
WMS. The maxim
Show
w PO Cost – Select this check box if the cost sshould be diisplayed on the screen
during
g the receiviing process.. (Note thatt this feature
e is not currrently availa
able.)
Receiiving Dock is Bin – Se
elect this check box if P
Progression’ss bin system
m is in use a
and
goods
s are typically offloaded from the trruck at a wa
arehouse do
ock and then
n transferred to
where
e they will be stored.
Scan Sheet Setu
up
Print Scan Shee
et? – Use th
his setting to
o indicate if a scan shee
et document is typically
y
neede
ed for your vendors.
v
Select Yes, No
o or Somettimes. The scan sheet is useful wh
hen
products are typic
cally receive
ed without bar
b codes. T
The scan she
eet will prin
nt with a barr
f each item
m on the PO
O, allowing the
t
user to sscan the ite
em instead o
of having to type
code for

em number.. If set to So
ometimes, the report will only priint when the
e user reque
ests
the ite
it by pressing
p
the
e F8 key.
Scan Sheet Form
mat Name – Type the name of the
e Crystal Re
eport or VB program th
hat
will be
e used when
n a scan she
eet is requirred. Leave b
blank if no scan sheet is
s required.
Format Type – Indicate
I
whe
ether the sc
can sheet prrogram is w
written in Cry
ystal Reportts or
Visual Basic.
es – Type th
he number of
o copies of the scan sh
heet that WM
MS should p
print.
Copie
Scan Sheet Prin
nter – Selec
ct the printer to use wh en printing the default scan sheet. The
printer name mus
st have been added pre
eviously usin
ng the Printter tab.

Samplle Scan Sheet Reeport

way Ticket Setup
Putaw
Use th
his section to indicate whether
w
a pu
utaway ticke
et should be
e printed. The putaway
y
ticket is a BarTen
nder label fo
ormat named
d Putaway
y1.btw. Thiss format ma
ay be modifiied in
conjun
nction with external lab
bel file maintenance.
Generate Putaw
way Ticket – Select this check box
x if a putawa
ay ticket should be
ch receipt.
generated for eac
way Ticket Printer Na
ame – Selec
ct the printe
er to use wh
hen printing putaway
Putaw
tickets
s. The printe
er name mu
ust have bee
en added ussing the Prin
nter tab.
Putaw
way Ticket Copies – Type
T
the number of cop
pies of each putaway tic
cket that sh
hould
be printed.

Samp
ple Putaway Ticcket

Produ
uct Labels Setup
The re
eceiving function can au
utomatically
y generate p
product labe
els for up to
o four levels,,
define
ed as unit, in
nner, case and
a
pallet. The
T
Product Labels secttion of WMS
S Control File
e
Mainte
enance dete
ermines the default calc
culations forr each layerr. These may be overrid
dden
in the vendor ove
erride file for a vendor or
o in the ven
ndor item o
override file for a specific
vendo
or item.
For ea
ach layer, th
he user spec
cifies the lab
bel format, w
whether it is printed, h
how many
copies
s, what printer to use, and
a
a default package ccode to use in conjuncttion with the
e
ASN bulk
b
weight file to allow WMS to calculate the n
number of labels requirred.

Sam
mple Product Labbel

Labell Type – Shows which layer
l
is bein
ng changed.. WMS sets this field au
utomatically
when the user selects an enttry to modify
y.
e drop down
Print (Y/N) – Se
elect Yes, No,
N or Prom
mpt from the
n list to indiicate whether
product labels sho
ould be prin
nted when product
p
is re
eceived.
Yes: Print automatically without waiting
w
for u
user confirm
mation.
41

No: Do not allow prod
duct labels to
t be printed
d.
D
the calculated
c
qu
uantity of la
abels and allow the use
er to override the
Prompt: Display
number off labels printted, as well as the case
e pack used for this layer.
he name of the form to
o be used to
o print the p
product labels for this la
ayer.
Format – Type th
es – Type th
he number of
o copies of each producct label thatt should be printed for this
Copie
layer.
Printe
er Name – Select the printer
p
to us
se when printing the prroduct labels for this lay
yer.
The printer name
e must have been added
d previously
y using the Printer tab.
C
– Sele
ect the pack
kage code th
hat should b
be used with
h the item n
number to fiind
Pkg. Code
the qu
uantity per from
f
the AS
SN bulk weig
ght file when
n calculating
g the number of labels
requirred.
Inven
ntory Tab

Issue
es/Receipt/
/Transfer Options
Force
e Multiplier
r – Select th
his check box if the use r typically iss required to specify a
multip
plier or quan
ntity when processing
p
in
nventory tra
ansactions. If this is selected, WMS
S will
promp
pt for the multiplier beffore asking for
f the item
m number.
Allow
w Any To Biin – Select this
t
check box
b
if the bin
n number does not nee
ed to exist
alread
dy when tran
nsferring orr receiving product
p
into the bin.
Speciify Order Number
N
– Select
S
this ch
heck box if W
d prompt for an order
WMS should
number while pro
ocessing issu
ues, receipts, and transsfers.

w Any Order Number – Select this
s check box
x if WMS sho
ould not validate the orrder
Allow
agains
st Progressio
on Order En
ntry. If this check box iss cleared, W
WMS will vallidate the orrder
number and only allow issues, receipts, and transfe
ers for itemss that appea
ar on the orrder.
G
ns – This fie
eld specifies the numbe
er of copies o
of the inven
ntory transa
action
ODB Generation
ODB files
f
to save for issue, receipt,
r
and transfer tra
ansactions. A
Although ra
arely necess
sary,
having
g a backup of these file
es can help track
t
and re
esolve problems that oc
ccur when
999.
updating Progress
sion from WMS.
W
The maximum num
be saved is 9
mber of files that can b
e Count Op
ptions
Physiical / Cycle
Force
e Multiplier
r – Select th
his check box if the use r typically iss required to specify a
multip
plier or quan
ntity when processing
p
count
c
tags. IIf this check
k box is sele
ected, WMS will
promp
pt for the multiplier beffore asking for
f the item
m number.
Auto Advance – Select this check box if the user ttypically willl be making one entry per
tag. WMS
W
will auttomatically advance
a
to the next tag
g once the ccurrent one is processe
ed.
This option
o
is igno
ored for non
n-directed counting.
c
Recor
rd Non-Bin
n Location – Select this
s check box
x to require the user to enter a bin
locatio
on, even forr non-binned
d warehouse
es or items.. This inform
mation will p
print on the
reconc
ciliation reports, which is useful in determining
g each item
m’s location, but will nott
affect the posting
g.
Autom
matically Use
U
Empty Tags – Sele
ect this checck box for W
WMS to auto
omatically u
use
an em
mpty tag whe
en an item is scanned that
t
was no t included w
when the count was
generated. If this
s check box is cleared, and
a
empty ttags are ava
ailable, WMS will displa
ay a
ng. The user will have to
t acknowle
edge the wa rning to use
e an empty tag.
warnin
Stock
k Inquiry
Hide Zero Quantity Bins – Select this check box iif the bin sto
ock inquiry should defa
ault
o display zerro quantity bins.
b
not to

Shop Floor Tab

Receiive to Staging Bin – Select
S
this check box to
o automatica
ally receive orders to th
he
stagin
ng bin by default.
Prompt for Path
h – Select th
his check bo
ox for WMS to prompt tthe user for the path
heck box is cleared, the
e system will force the path to 000
00.
number. If this ch
ay Departm
ment – Sele
ect this chec
ck box for W
WMS to display the depa
artment num
mber
Displa
for the
e user.
Overr
ride Departtment – Se
elect this che
eck box to a
allow the usser to enter a different
departtment numb
ber.
Displa
ay Work Ce
enter – Select this che
eck box to d isplay the w
work center for the userr.
Overr
ride Work Center
C
– Se
elect this ch
heck box to allow the usser to enterr a different
work center.
c
Displa
ay Labor Grade
G
– Sele
ect this chec
ck box for W
WMS to disp
play the labo
or grade forr the
user.
ride Labor Grade – Se
elect this check box to a
allow the usser to enter a different labor
Overr
grade.
n Message – Choose a method forr handling o
over producttion entries.
Over Production
Hard – Pre
events enterring an amo
ount that is over producction.
Warn – Wa
arns when entering
e
an amount tha
at is over prroduction.

k Preceding
g Operatio
on Qty – Checks the qu
uantity of th
he previous o
operation to
o
Check
determ
mine the quantity comp
pleted for its
s parent item
m.
events enterring an amo
ount that is over producction.
Hard – Pre
Soft – Warrns when en
ntering an amount that is over production.
Ignore – Allows
A
over production.
Issue
es
Force
e Multiplier
r – Select th
his check box if users arre typically required to enter a
multip
plier or quan
ntity when entering
e
issu
ued quantitiies.
Assum
me Remain
ning Qty -- This is used
d in SFC wh
hen issuing b
binned, serial, or lotted
d
compo
onents durin
ng a back flush. If selec
cted, WMS d
defaults to iissuing the ffull quantity
y
remaining against the lot. If you clear th
his check bo
ox, the quan
ntity defaultts to 1 unles
ss
ser overrides it.
the us
Receiipts
Force
e Multiplier
r – Select th
his check box if users arre typically required to enter a
multip
plier or quan
ntity when entering
e
receipt quantitty.
Prompt for MFG
G Serial/Lot No – Sele
ect this checck box to ha
ave WMS pro
ompt users for
the manufacturerr's serial or lot number.
ect this check box to ha
ave WMS prrompt users
s for an
Prompt for Exp Date – Sele
ation date. The
T
expiratio
on date defa
aults to the current datte plus the s
shelf life day
ys
expira
from the
t
item num
mber. If the
e Item Master Shelf Liffe Days is z
zero, the de
efault expira
ation
is the current datte plus fiftee
en years.
Defau
ult Serial/L
Lot Mode – Choose an option for tthe default sserial/lot mode:
Static/Num
meric -- Disp
plays the bin/serial/lot static numb
ber screen.
Scan Full Number
N
-- Displays
D
the
e bin/serial/llot full scan mode scree
en.
WMS displays one
e of these screens if the
e operation is a Y count point and the parent item
erial or lotte
ed item, or if the parentt item is bin
nned and the
e Receive tto Staging Bin
is a se
check box is clearred.
Auto Generate Serial
S
Num
mbers – Sele
ect this che ck box to ke
eep the use
ers in static
numeric mode an
nd prevent them from switching
s
be
etween scan numeric m
mode and full
m
scan mode.
Assum
me Remain
ning Qty -- This is used
d in SFC wh
hen issuing b
binned, serial, or lotted
d
compo
onents durin
ng a back flush. If selec
cted, WMS d
defaults to iissuing the ffull quantity
y
remaining against the lot. If you clear th
his check bo
ox, the quan
ntity defaultts to 1 unles
ss
ser overrides it.
the us
Mater
rial Issues and Retur
rns
Over Issue Message – Cho
oose an option for hand
dling over issues:

Warn -- Warns
W
users when issuin
ng an amoun
nt greater than what is required.
Hard -- Pre
events userrs from issuiing an amou
unt greater than what iis required.
Force
e Multiplier
r – Select th
his check box if users arre typically required to enter a mu
ultiple
or qua
antity when entering material issue
es and returrns.
POP Tab
T

Receiive to Staging Bin – Select
S
this check box to
o automatica
ally receive orders to th
he
stagin
ng bin by default.
Over Production
n Message -- Choose an
a option fo
or handling o
over produc
ction:
Warn -- Warns
W
users when entering an amou
unt over pro
oduction.
Hard -- Pre
events userrs from ente
ering an amo
ount over production.
Issue
es
Force
e Multiplier
r – Select th
his check box if users arre typically required to enter a
multip
plier or quan
ntity when entering
e
a re
eceipt quanttity.
Assum
me Remain
ning Qty -- This is used
d in POP wh
hen issuing b
binned, serial, or lotted
d
compo
onents durin
ng a back flush. If selec
cted, WMS d
defaults to iissuing the ffull quantity
y
remaining to issue against th
he lot, witho
out a user n eeding to enter it. If yo
ou clear this
s
uantity defaults to 1 un
nless the use
er overridess it.
check box, the qu
Receiipts
Force
e Multiplier
r – Select th
his check box if users arre typically required to enter a mu
ultiple
or qua
antity when entering a receipt quantity.

G Serial/Lot No – Sele
ect this checck box to ha
ave WMS pro
ompt users to
Prompt for MFG
acturer's serrial or lot nu
umber.
enter the manufa
ect this check box to ha
ave WMS prrompt users
s for an
Prompt for Exp Date – Sele
ation date.
expira
Defau
ult Serial/L
Lot Mode – Choose an option for tthe serial/lo
ot mode:
Static/Num
meric -- Disp
plays the bin/serial/lot static numb
ber screen
Scan Full Number
N
-- Displays
D
the
e bin/serial/llot full scan mode scree
en
WMS displays one
e of these screens if the
e operation is a Y count point and the parent item
erial or lotte
ed item, or if the parentt item is bin
nned and the
e Receive tto Staging Bin
is a se
check box is clearred.
Auto Generate Serial
S
Num
mbers – Sele
ect this che ck box to ke
eep the use
ers in static
numeric mode an
nd prevent them from switching
s
be
etween scan numeric m
mode and full
m
scan mode.
Assum
me Remain
ning Qty – This
T
is used
d in POP whe
en issuing b
binned, seria
al, or lotted
compo
onents durin
ng a back flush. If activ
vated, WMS defaults to issuing the
e full quantitty
remaining to issue against th
he lot, witho
out a user n eeding to enter it. If yo
ou clear this
s
uantity defaults to 1 un
nless the use
er overridess it.
check box, the qu
Mater
rial Issues and Retur
rns
Force
e Multiplier
r – Select th
his check box if users arre typically required to enter a mu
ultiple
or qua
antity when entering material issue
es and returrns.

S
Tab
b
R/F System

Auto Close on RF
R Error – Select
S
this check
c
box to
o allow the R
RF client to shut down
autom
matically if an error occu
urs in the RF connection
n. If cleared
d, WMS will display an e
error
on the
e RF server and the clie
ent will rema
ain open un til the messsage has been addresse
ed.
The errror occurs when an RF
F disconnectt occurs betw
ween the RF
d the RF gun.
F server and
The client, runnin
ng as a session on the RF
R server, ccan no longe
er communicate with th
he RF
s the error cannot be displayed
d
on
n the RF gun
n. The RF gun will rese
et and a new
w RF
gun, so
client created, reg
gardless of the option specified
s
he re. Leaving old clients can slow do
own
the RF
F server bec
cause they continue
c
to use resourcces.
It is normally reco
ommended that this ch
heck box be selected.
er Tab
Printe
The Prrinter tab de
efines logica
al printer na
ames to be u
used throug
ghout WMS. Each
works
station can be
b configure
ed for the ac
ctual printerr to be used
d when this logical name is
invoke
ed.
Note:: Currently this
t
feature is supporte
ed for EPN sttage pack re
eports, P/O scan sheets,
P/O pu
utaway tickets, and P/O
O product la
abels. The S
Shipping Rep
porting mod
dule does no
ot
use th
his feature at
a this time.

d a logical printer
p
name
e, type the name in the
e Printer Names field,, and then c
click
To add
Add.
al printer name, click th
he name in tthe Printerr Names listt to select itt,
To dellete a logica
and th
hen click De
elete.
To cha
ange an exis
sting printer name, clic
ck the prefix
x in the list tto select it. Type the ne
ew
value in the field,, and then click
c
Update
e.
Use th
he Printer ta
ab to establiish differentt types of prrinters. For example, yo
ou could
establish printers with the fo
ollowing nam
mes:
4 x 6 Labe
els
2 x 3 Labe
els
8 x 11.5 White
W
Stock
Manifest Form
F
811
On each workstattion, a work
kstation conffiguration e ntry would be made to direct each
h of
printer. See Workstatio
on
these printers to the approprriate local or network p
Configuration fo
or more info
ormation.
eyor Tab
Conve
WMS Conveyor Support is de
esigned for use when u sing stage p
pick and sta
age pack
ck standard cartons ontto pallets. A separate co
onveyor ma
anagement
operattions to pac
system
m must be used
u
to conttrol the auto
omated conv
veyors.

Selectt the Use Co
onveyor ch
heck box. Th
he Add Con
nveyor Info
ormation b
button will th
hen
becom
me active. Click the Add
d Conveyor
r Informattion button.
Gener
ral Tab

Conve
eyor Name
e – Type the
e name of th
he conveyorr.
Logical Sort Lan
nes – Type the numberr of logical ssort lanes to
o be used by
y this conve
eyor.
A logic
cal lane is composed
c
off two physic
cal lanes. When the pallet being pa
acked on the
e
first physical lane
e is full, the conveyor management
m
t system will divert the
e order to th
he
ue alternating between
n the two ass the order is packed.
second one, and then continu
ult Bin – Ty
ype the I/M bin to use as
a the defau
ult staging b
bin for this c
conveyor.
Defau
Physiical Sort La
anes – Type
e the numbe
er of physica
al sort laness to be used
d by this
conveyor.

pot Sort Lanes – Type the numbe
er of jackpott sort lanes to be used for this
Jackp
conveyor. Packing
g exceptions
s due to errrors, special processing, or weight and size
outed to a ja
ackpot sort lane
l
for paccking.
exceptions are ro
er Mapping
gs
Printe

A printer drop-do
own list box will be displayed for ea
ach physicall sort lane d
defined in th
he
ect a printer for each Pr
rinter field displayed.
Generral tab. Sele
FTP Information
I
n

FTP Address
A
– Type
T
the IP address for the FTP serrver.
FTP User
U
Name – Type a us
ser name fo
or FTP comm
munications..
FTP Password
P
– Type a pas
ssword for FTP
F
commun
nications.
FTP Send
S
File – Type the fillename of th
he WMS con
nveyor wave
e definition file. This file
e is
sent to the conve
eyor manage
ement progrram and con
ntains the o
order packin
ng informatio
on.
ollowing spe
ecial charactters are supported for ffilenames:
The fo
* – Any va
alue
? – Any on
ne byte valu
ue
%d – Date
e/time stamp in format yyyymmdd
dhhmm

R
File
e – Type the
e filename of
o the wave results file ssent from th
he conveyorr
FTP Results
manag
gement systtem to WMS
S. This inforrmation is u sed by WMS
S to create and pack pa
allets
for the
e order. The
e following special
s
characters are ssupported fo
or filenames
s:
* – Any va
alue
? – Any on
ne byte valu
ue
%d – Date
e/time stamp in format yyyymmdd
dhhmm
Pollin
ng Interval – Type a value, in seconds, for ho
ow frequenttly WMS sho
ould check ffor
packin
ng informatiion from the
e conveyor system.
s
Click OK
O to save the conveyo
or information and retu
urn to the m
main Convey
yor tab.
Other
r Tab

Modiffy Literals – Click this button to change the la
abels for the
e fields on tthe Pack
Shipm
ments Page 5 and Page 6 tabs.
Shorttcut Charac
cter – The shortcut
s
cha
aracter can be used when typing carton or palllet
IDs to
o eliminate the
t
need to type leading zeroes. Fo
or example,, instead of typing
00000
0012, you ca
an use the shortcut
s
cha
aracter and type only 0
0.12, which is translated
d
into th
he full value
e. Select Period, Comm
ma, or Sem
micolon from
m the Shorttcut Charac
cter
drop-d
down list bo
ox to change
e the shortc
cut character, or select Disable to disallow thiis
featurre.
Featu
ures – This field should be left blan
nk unless in structed by support personnel to
specify
y a value.

Pack Packa
age Code and Bulk Weight
W
Setu
up
AutoP
If you are using AutoPack,
A
WMS
W
will auttomatically p
pack the ite
ems from the
e order into
o
ns based on definitions in the ASN Bulk Weigh t Cross-Refference file.
carton

WMS
S finds item num
mber

NOT FOUND
D

WMS searches
s
for ED I item
c
cross-reference

WMS sea
arches for default
I-Level ASN package

NOT FOUND

WMS
S uses package ccode
v
value
to find ASN
N

FOUND

W
WMS checks for P
Package
Code field

FOUND

Using the item nu
umber from the O/E ord
der, WMS se
earches for a Progressio
m
on EDI Item
Cross--Reference entry
e
for this customerr for this item
m. If a cros
ss-reference
e exists, WM
MS
checks for a value
e in the Pac
ckaging Co
ode field. If a package ccode has be
een entered,,
alue to find the ASN bulk weight crross-referen
nce for the item.
WMS uses that va
E
item cro
oss-referenc
ce is found, or no packa
age code ha
as been specified in the
e
If no EDI
cross--reference, WMS
W
search
hes the ASN
N Package Co
ode file for the default entry for th
he
item. Using the package code
e specified in
i that defa ult record, W
WMS finds tthe ASN bulk
erence for th
he item.
weight cross-refe
ound the corrrect ASN bu
ulk weight ccross-refere
ence for the item, it use
es the
Once WMS has fo
e correct num
mber of cartons.
quantity in the Ittems Per Pack field to pack the it em into the
P
Co
ode Cross-Reference Maintenan
nce
ASN Package
The ASN Package
e Code file is
s used by th
he Warehou se Managem
ment System
m to establis
sh
n types. If Progression’s
P
s EDI ASN submodule
s
is installed, Progression
n provides a
carton
functio
on to maintain this tablle. Howeverr, the Defau
ult Record field is hidd
den on the

ession scree
en. If you ha
ave Progression’s Scree
en Designerr module, yo
ou can unhid
de
Progre
the De
efault Reco
ord field and use the Progression p
provided ma
aintenance. If you do n
not
have Screen
S
Designer, or you do not have the EDI A
ASN submo
odule, use th
he maintena
ance
progra
am supplied
d WMS.
The WMS
W
version of this scre
een provides
s maintenan
nce only for shipment a
and item lev
vel
record
ds (Level Co
ode = S or I).
The ASN Package
e Code cross
s-reference maintenancce menu is a
accessed fro
om the Orde
er
ce menu. Th
he ASN Pack
kage Code ffile is used b
by WMS to e
establish carton
Entry maintenanc
types.. The definittion of the carton
c
type depends
d
on the level off the ASN fo
or which it is
s
used. At the shipm
ment level, it is a generic definition
n of the classs of packag
ging for the
shipm
ment. For ins
stance, CTN2
25 is the ED
DI package ccode for a ccorrugated o
or solid carton.
Simila
arly, PLT94 indicates
i
a wooden
w
palllet.

At the
e item level, this functio
on is used to
o define the
e various box
x sizes for tthe products
s
being shipped.
Level Code – This field has four selectio
ons: shipme
ent, tare, pa
ack, and item. Only
ment and item
m are currently used by
y WMS.
shipm
Packa
age Code – This is a us
ser-defined field. Its ussage depend
ds on the lev
vel code
specified. For a sh
hipment typ
pe, the pack
kage code iss a generic d
definition off the class of
e shipment. For instance, CTN25 iss the EDI pa
ackage code for a
packaging for the
gated or solid carton. Similarly, PLT
T94 indicate
es a wooden
n pallet.
corrug

e item level, this field is
s used to define the varrious box siz
zes for the p
products being
At the
shippe
ed. This cod
de, in association with the ASN Bul k Weight crross-reference file, can
indicate a variety
y of standard
d pack sizes
s for a specific item.
ult Record – Select this check box
x to indicate
e that this package code
e is the defa
ault
Defau
package code for this level ty
ype. Activatting this che
eck box will not clear th
he check box
x any
ord was prev
viously seleccted as the default package code ffor
other record. If another reco
evel type, th
hat record must
m
be edite
ed and the Default Re
ecord check
k box cleared.
this le
The de
efault record
d is used by
y WMS in Au
utoPack mod
de to determ
mine the sta
andard case
e
pack when
w
calcula
ating the nu
umber of lab
bels to printt for a speciffic item. Unless overrid
dden
for a customer-ite
c
em combina
ation by spe
ecifying a pa
ackage code
e in an EDI item crossrefere
ence, the default packag
ge code will be used to find the casse pack in tthe ASN Bulk
Weigh
ht file.
EDI Package
P
Co
ode – Type the
t
EDI app
proved pack
kage code to
o be used by
y WMS when
search
hing for an ASN
A
Bulk Weight
W
record
d for the ite
em. This typ
pically will be
e CTN25 orr
PLT94
4.
Item Volume UM
M – This field is not use
ed by WMS.
Item Volume Le
ength – This field is not used by W
WMS.
Item Volume Width
W
– This field is not used by WM
MS.
Item Volume He
eight – This
s field is nott used by W
WMS.
Item Volume – This
T
field is not used by
y WMS.
ASN Bulk
B
Weigh
ht Cross-Re
eference Maintenanc
M
ce
The ASN Bulk We
eight file is used
u
by the Warehouse
e Manageme
ent System to establish
ha
onship between a packa
age code an
nd a case qu
uantity for an item. How
w this is use
ed
relatio
depen
nds on the WMS
W
mode. In autopack
k mode, posst pick ticke
et processing
g uses this ffile
to dettermine the number of labels to generate. See
e Appendix
x B EDI File
e Usage forr
instructions on ho
ow to set up
p items for autopack.
a
O
Otherwise, th
he Alternate
e Item Identtifier
nning to cro
oss-referenc
ce various ittem identifie
ers to a Prog
gression item
is used when scan
number.
gression’s EDI
E
ASN sub
bmodule is in
nstalled, Pro
ogression provides a fu
unction to alllow
If Prog
maintenance of th
his file. How
wever, the Progression
P
ffunction doe
es not allow
w maintenan
nce of
em Qualifie
er and Alte
ernate Item
m Number fields. WMS
S supplies a new
the Allternate Ite
versio
on of this scrreen which allows main
ntenance of the item lev
vel records only (Levell
Code = I) and allows entry in the altern
nate item fie
elds.
The ASN Bulk We
eight cross-rreference maintenance menu is accessed from
m the Order
ce menu.
Entry maintenanc

gression item number. This must b
be a valid Prrogression item
Item Number – Type a Prog
number.
age Code – Type the carton
c
type for
f this reco
ord. The pacckage code must have been
Packa
previo
ously set up in the ASN Package Co
ode file.
Items
s Per Pack – Type the quantity off stocking un
nits associatted with this item-carto
on
combination.
T
field is not used by
y WMS.
Pack Weight – This
Packs
s Per Tare – This field is not used by WMS.
Tare Weight
W
– This
T
field is not
n used by WMS.
Altern
nate Item Number – This field allows differe
ent codes to
o be cross-re
eferenced to
o the
Progre
ession item number. Ex
xamples are
e UPC or UCC
C-14 codes..
The allternate item
m number may
m
be prec
ceded by ^C
CustomerN
Number^ to
o assign a bar
code to
t different items based
d on the cus
stomer num
mber. While a
assigning th
he same barr
code to
t multiple SKUs
S
is not recommend
ded, it is so metimes the
e most expe
edient way tto
handle
e special needs for a large custome
er. This sho
ould be done
e only if abs
solutely
necessary.
c
for the
e customer number pre
efix only if tthe WMS control file Bulk
Note:: WMS will check
Weigh
ht Customerr Prefix Look
kup check box is selecte
ed.
Altern
nate Item Qualifier – This field specifies
s
the
e qualifier se
ent in the AS
SN for this
carton
n-item comb
bination. Forr example, when
w
shippiing pallets, an ASN wou
uld be creatted
with a tare level and
a
the trad
ding partnerr would requ
uire a UCC-14, also kno
own as the I 2 of
5, in the
t
pack lev
vel. UC is the EDI stand
dard definitio
on for UCC--14. In addittion, if the
Altern
nate ID Qu
ualifier field
d in the custtomer overrride file is po
opulated, th
his field mus
st

h it. This allo
ows WMS to
o force the user
u
to ente
er a specific type of code when the bar
match
code type
t
is critic
cal.
Note:: If you are using phanttom cartons
s, you must specify an alternate ite
em qualifierr if
the WMS bulk we
eight cross-rreference us
ses an altern
nate item number to de
efine a value
that re
epresents a carton instead of an in
nner pack. O
Otherwise, W
WMS will no
ot calculate tthe
correc
ct number of cartons for the bill of lading.

Chapter 5: WMS Se
etup – Shipping
S
g
Custo
omer Overr
ride File Ma
aintenance
e
The cu
ustomer ove
erride file ov
verrides the
e WMS contrrol file defau
ults for a sp
pecific customer.
The Customer Ov
verride File Maintenance
M
e menu is acccessed from
m the Order Entry Main
ntain
n this file is only required if the default functio
ons of the W
WMS need to
o be
menu. An entry in
c
For
F example, a Custome
er Override File entry should be ma
ade
overridden for a customer.
ecify a uniqu
ue label form
mat for a customer.
to spe

Custo
omer Numb
ber – Type the
t
Progression custom
mer number. This must be a valid
custom
mer numberr in Progress
sion’s A/R Customer
C
fil e.
Shipp
ping Label Preference
es
Carto
on Label Fo
ormat Name – Type the name of tthe carton la
abel format. The speciffied
format will be use
ed when printing carton
n level UCC--128 labels and specific
cally overrid
des,
c
form at entry in tthe WMS co
ontrol file.
for thiis customer, the default UCC-128 carton
*NON
NE is a reserrved form name which indicates to
o generate tthe records, but not to print
the label.
rmat Name
e–
Pallett Label For
UCC-1
128 Requir
red?
Pack Pallets – Select
S
this ch
heck box to generate a UCC-128 la
abel when a
attaching a
product directly to a pallet in
n the pack pallets
p
funct ion. If seleccted, WMS w
will generate
ea

ber and printt the associated label fo
or each item
m-multiplierr entered. W
When
new carton numb
ed, WMS will generate a single phantom carton
n for each u
unique scan code,
cleare
accum
mulating multiple quantities of the same
s
code into the sam
me phantom
m carton.
Phantom cartons are typically used when shipping sstandard cartons on pallets. Standard
ns generally require UCC-14/I-205 bar codes, but do not require UCC
C-128 labels
s.
carton
The ad
dvantage is that the us
ser will not have
h
to labe
el every cartton, and the
e size of the
e ASN
is also
o greatly red
duced.
When Autopack Cartons is activated, this
t
option ccontrols whe
ether the au
utopack function
generates phanto
om cartons or
o regular ca
artons.
s – Select th
his check bo
ox to genera
ate a UCC-1
128 Labels w
when attaching a
Pack Shipments
product directly to a pallet in
n the pack shipments fu
unction. If selected, WM
MS will gene
erate
w carton num
mber and prrint the asso
ociated labell for each ite
em-multiplier entered.
a new
When cleared, WMS will gene
erate a sing
gle phantom
m carton for each unique
e scan code
e,
accum
mulating multiple quantities of the same
s
code into the sam
me phantom
m carton.
Phantom cartons are rarely used
u
when not
n using th
he pack palle
ets function, so this che
eck
ormally should be selec
cted.
box no
Mixed
d Item Lite
eral – Type a value to be
b printed in
nstead of th
he customerr item numb
ber
when a carton lab
bel is printed and more than one ittem exists in
n the carton
n.
Pallett:
Labell Format Na
ame – Type
e the name of the palle t label form
mat. The form
mat will be used
when printing palllet level UC
CC-128 labells and speciifically overrrides, for this customerr, the
defaullt UCC-128 pallet forma
at entry in the
t
WMS Co
ontrol File. *
*NONE is a reserved fo
orm
name which indic
cates to generate the re
ecords, but not to print the label.
UCC-1
128 Requir
red?
Pack Pallets – Select
S
this ch
heck box if pallet proce
essing is use
ed for this customer.
Mixed
d Item Lite
eral – Type a value to be
b printed in
nstead of th
he customerr item numb
ber
when a pallet labe
el is printed
d and more than
t
one ite
em exists on
n the pallet..
Department – Select
S
Use as
a Dept Qualifier or U
Use as Fixed
d Dept from
m the drop-down
ox. This conttrols how WMS
W
process
ses the depa
artment valu
ue specified.
list bo
Use as Dept Qualifier – The value
e specified w
will be used to search the EDI captture
ermine the department
d
number fro
om the inbound EDI purchase orde
er.
file to dete
Use as Fixed Dept – The
T
value sp
pecified is th
he departme
ent number. This can b
be
peed up postt pick tickett processing when the d
department number does
used to sp
not change
e.
Distriibution Cen
nter Qualiffier – This value
v
specifies how to d
determine th
he distribution
centerr for a given
n customer. Typically th
his value sho
ould be left blank. If blank, WMS u
uses
the ED
DI Ship-To cross-refere
c
ence and the
e A/R Altern
nate Addresss to find the
e distribution
n
centerr. This is the
e recommen
nded method. If a value
e is entered
d in the Disttribution

er Qualifier
r field, WMS
S will attemp
pt to find th
he distributio
on center in
n the EDI
Cente
purcha
ase order us
sing the info
ormation prrovided in th
he Start and
d Length fields.
For de
etailed instru
uctions on setting
s
up distribution ccenters, see
e Appendix
x A WMS & EDI
Distriibution Cen
nter Setup. Distributio
on center pro
ocessing req
quires the P
Progression EDI
module.
nter Start/
/Length – These
T
fields are only ussed if a distrribution center
Distriibution Cen
qualifiier is specified. The Sta
art and Len
ngth fields tthen work to
ogether to e
extract the s
shipto num
mber from the
t
fourth ellement of th
he N1 segment in the E
EDI purchase order. The
e N1
segme
ent used is determined
d
by the Disttribution C
Center Qualifier field. The Start ffield
indicates the posiition in the N104 data from
f
which WMS will se
earch for the
e ship-to
act the inforrmation to the right of tthe starting position forr the
number. WMS will then extra
h of the valu
ue of the Le
ength field. Distribution
n center pro
ocessing requires the
length
Progre
ession EDI module.
m
Proce
essing Prefferences
Order
r Completio
on Mode – This field determines w
when billing selection is
s done. This
value overrides, for
f this custtomer, the WMS
W
Contro
ol File default.
SA
AS Billing – Indicates th
hat WMS re quires the u
user to close
e each order
individually. Us
se this meth
hod to allow
w easier control when a single orde
er is
en split amo
ong multiple
e shipmentss within a billing cycle. T
The order is
s
ofte
sele
ected only after
a
the las
st shipment for that ord
der is proces
ssed for the
e day.
This prevents accidentally
y selecting t he order pa
artially when
n the user
ects the upd
date Progres
ssion processs.
sele
Pack Shipments – Indica
ates that an
n order shou
uld be comp
pleted when a
ed to is com
mpleted. Use
e this metho
od to simpliffy
shipment that it is attache
der processing. Each order is flagge
ed for selection when the shipmen
nt is
ord
com
mpleted, elim
minating the need to p rocess each
h order again in the WM
MS
billing function
n. The selecttion informa
ation will be
e passed to Progression
ction.
when the userr runs the Update Progrression func
C
– In
ndicates tha
at an order should be trreated as a
Pack Verify Cartons
ent. When th
he order is ccompleted tthe order wiill automatic
cally
uniique shipme
be attached to
o a shipmentt, and will a
automatically be comple
eted. This m
mode
is typically
t
use
ed for custom
mers that se
ual orders th
hat are each
h
end individu
shipped to diffferent locations or at di fferent time
es.
Alt Id
dentifier Co
ode – If pro
ovided, the alternate
a
ide
entifier code
e indicates tthat a specific
type of
o bar code is required. For examplle, if you we
ere shipping
g pallets, yo
ou would hav
ve to
send an
a ASN with
h a tare leve
el and the trrading partn
ner would re
equire a UCC
C-14 in the pack
level. By typing UC
U in the Alternate Identifier Co
ode field, on
nly those rec
cords in the
e ASN
Bulk Weight
W
file with
w
the Alte
ernate ID Qualifier
Q
fi eld set to U
UC can be us
sed within W
WMS.
Auto Pack Carto
ons? – This check box allows UCC--128 labels to be generrated
autom
matically bas
sed on stand
dard case qu
uantities an
nd the quanttity ordered. This settin
ng

s customer, the WMS co
ontrol file d efault. Whe
en using auttopack, the pack
overrides, for this
ns function is unnecessa
ary. See AS
SN Bulk We
eight File M
Maintenanc
ce for
carton
instructions on se
etting up sta
andard case
e quantities. This field iss ignored if the WMS ED
DI
D
Collectiion module is not installed.
ASN Data
One Carton
C
per Order? – This
T
check box
b
can be u
used to force WMS to create a sing
gle
carton
n for orders that are being packed using the a utopack fun
nction. When
n selected,
AutoPack will crea
ate a single carton and then pack a
all items on
n an order in
nto that sing
gle
n. This optio
on is disable
ed if the Autto Pack Carrtons check
k box is clea
ared.
carton
ASN Preference
P
es
Send 856 Ship Level
L
– This
s check box
x must be se
elected to crreate the AS
SN shipment
level record.
r
This check box normally sh
hould be sele
ected. This field is igno
ored if the W
WMS
EDI ASN Data Collection mod
dule is not installed.
r Level – Th
his check bo
ox must be sselected to create the A
ASN order le
evel
Send 856 Order
record
d. This check box normally should be selected . This field iis ignored iff the WMS E
EDI
ASN Data
D
Collectiion module is not installed.
Send 856 Tare Level
L
– This
s check box
x must be se
elected to crreate the AS
SN tare (palllet)
level record.
r
This check box normally sh
hould be sele
ected. This field is igno
ored if the W
WMS
EDI ASN Data Collection mod
dule is not installed.
x must be se
elected to create the AS
SN pack
Send 856 Pack Level – This check box
(carto
on) level record. This ch
heck box normally shou
uld be selectted. This field is ignored
d if
the WMS EDI ASN
N Data Colle
ection modu
ule is not insstalled.
Send 856 Item Level – Thiis check box
x must be se
elected to ccreate the ASN item lev
vel
record
d. This check box normally should be selected . This field iis ignored iff the WMS E
EDI
ASN Data
D
Collectiion module is not installed.
Labell Setup
Configuring WM
MS to Use BarTender
B
hat have a .btw
.
extension. These fformats are used by
BarTender creates formats th
nfigured in tthe active W
WMS INI file
e.
BarTender and must reside in a directory that is con
w
or
o RF serverr used to prrint shipping
g labels, pro
oduct labels,, or putaway
y
Any workstation
labels must have BarTender version 6.20 or higher installed. B
BarTender sh
hould be
installed before proceeding
p
with
w
the follo
owing stepss.
or each work
kstation.
These steps mustt be done fo

In the
e WMS Work
kstation Con
nfigurator, double-click
d
the BarTen
nder entry.

If not already don
ne, select th
he Use BarT
Tender che
eck box. Verrify that the path is the
directo
ory where the BarTender label form
mats are sto
ored.
Confirrm that BarT
Tender is ins
stalled corre
ectly by clic king the Ru
un BarTend
der button,
followed by the Test
T
BarTen
nder button
n, and then the Close B
BarTender button. If

ctly installed
d, BarTender should loa
ad and printt a label to tthe default label printerr
correc
specified in the Workstation
W
Configurato
or.
t
Update EXT button
n, and then click OK. C
Click the Sav
ve button on the main WMS
Click the
Works
station Conffigurator scrreen to save
e the setting
gs.
The Workstation
W
Configurato
C
or will have made
m
the fo
ollowing enttries into the
e INI file as well
as the
e EXTs assoc
ciated with post pick tic
cket processsing.
SASERVER
R.INI setting
gs:
[Settings]
Bartender=
=ON
Format Path=

602b.ext VB
B01602c.ex t
VB01602a.ext, VB016
/ON /PATH
H
Printiing Shippin
ng Labels without
w
BarTender
WMS historically has been ab
ble to print shipping
s
lab
bels directly to Eltron EPL2 printers
s.
ased by Zeb
bra, and Zeb
bra continue
es to manuffacture a nu
umber of EPL
L2
Eltron was purcha
duct line. WM
MS can still print to the
ese printers directly when
printers from the Eltron prod
ng shipping labels.
printin
The diirect Eltron or EPL2 prin
nting capability has lim itations, however. BarT
Tender form
mats
can ha
ave embedd
ded VB scrip
pting within the label fo
ormat definittion. This ha
as proven
necessary as custtomers have
e put more and more c omplex dem
mands on th
heir vendors
s.
er label form
mats are sim
mply beyond
d the capabiilities of the
e EPL2 langu
uage.
Some of the newe
Thereffore, although WMS continues to support
s
EPL2
2 printing to
o protect us
sers with a large
library
y of EPL2 lab
bel formats,, all new use
ers should u
use the BarT
Tender form
mat system.
EPL2 printing
p
doe
es not suppo
ort content labels, prod
duct labels o
or putaway ttags.
A stan
ndard custom
mer label is 4 x 6 inche
es. The EPL2
2 printer mu
ust be config
gured with a
minim
mum of 256k
k memory to
o print these
e labels pro perly.
The fo
orm definitio
ons, which are
a stored on the printe
er, are creatted using th
he CALTOOL
LS
softwa
are available
e from Zebrra. CALTOOL
LS creates label formatts that have
e a .ejf
extens
sion.
The WMS
W
installation will create a directtory named Labels unde
er the IPSSA
AS directory
y in
the Prrogression directory.
d
Th
he standard label forma
ats will be in
nstalled; how
wever,
additio
onal formats may have been suppllied on a dissk labeled T
Trading Partn
ner Label
Forma
ats. These additional formats also need
n
to be ccopied to th
he IPSSAS L
Labels directtory.
To inittialize a Zeb
bra EPL2 Printer with th
hese formatss, these files must be p
printed to th
he
printer using the following co
ommand:
abels\*.ejf LPTx
L
(where
e x is the po
ort to which the printer is attached)
Copy A:\la
63

ch file has been
b
supplie
ed to simplify
y the processs of initializing the printer. To run
n this
A batc
batch file, type X:\MACOLA
A70\IPSSAS\Labels\ PRTSETUP
P at a command promptt,
where
e X is the Progression drive and MA
ACOLA70 is the Progresssion root diirectory. The
en
press Enter.
Do not use the In
nitialize Printer button in Externa
al Label File Maintenanc
ce Utilities tto
initialize Eltron prrinters.
rnal Label File
F
Mainte
enance
Exter
The Ex
xternal Labe
el File Mainttenance program allowss the user to
o define the
e shipping la
abel
formats to be use
ed by WMS.
abels themse
elves are formatted usiing BarTend
der from Sea
agull Scientific. BarTender
The la
suppo
orts most the
ermal printe
ers, and new
w printers are added co
onstantly. To determine
e
which printers are
e supported
d, please vis
sit Seagull S
Scientific’s w
web site at
www.s
seagullscien
ntific.com, or
o contact an
n authorized
d WMS rese
eller.
Extern
nal label file
e maintenance is used to
t define the
e label form
mat names and to instru
uct
WMS about the variable field
ds in the label that need
d to be upda
ated during printing. Fo
or
at, there will be a label format and an External Label File Maintenanc
ce
every label forma
entry.
xternal Labe
el File Mainttenance function can be
e accessed ffrom the Orrder Entry,
The Ex
Purcha
ase Order Processing,
P
and
a
System Manager m
maintenance
e menus.
Appendix E. Extternal Labe
el Field Listt contains a complete list of fields available to
o
o customerr labels.
print on

Labell Informatiion
Move Up – Click this button to move the selected ffield in the U
Used Fields
s list box up
p one
n the list.
line in
Move Down – Cllick this button to move
e the selecte
ed field in th
he Used Fie
elds list box
x
t
list.
down one line in the
Add >>
> – Click this
t
button to
t move the
e selected fie
eld from the
e Available
e Fields list box
to the
e bottom of the
t
Used Fields list. Double-clicki
D
ing an entry
y in the Ava
ailable Field
ds
list bo
ox will also move
m
it to th
he Used Fie
elds list box
x.
<< Re
emove – Click this buttton to move
e the select ed field from
m the Used
d Fields list box
to the
e bottom of the
t
Availab
ble Fields liist. Double- clicking an entry in the
e Used Field
ds
list bo
ox will also move
m
it to th
he bottom of
o the Available Fields
s list box.
Utilitiies – Click this
t
button to
t access a utility scree
en for Eltron
n printers. T
This function
n
applie
es only to Elttron printers. Developm
ment of this function is in progress
s at this time
e and
will be
e documente
ed later. This function will
w ultimate
ely replace tthe PRTSETU
UP batch file
e
curren
ntly used to initialize Elttron printers. This funcction should not be used
d at this tim
me to
initialize Eltron prrinters.
C
this bu
utton to prin
nt a sample of the curre
ent label. Th
his function only
Print Sample – Click
applie
es to Eltron printers
p
at this
t
time. Th
he Eltron lab
bel format m
must have b
been stored on
the prrinter previo
ously.
Attach .EJF – Click this buttton to store an Eltron fo
ormat in WM
MS. This fea
ature ultima
ately
will be
e used within the utilitie
es function to
t allow inittialization off the Eltron printer from
m
within
n External La
abel File Maintenance. At
A this time , most insta
allations use
e the supplie
ed
batch file to initia
alize Eltron printers.
p
It is not necesssary to atta
ach the Eltro
on format w
when
initialization is ha
andled via th
he batch file
e. This functtion does no
ot apply to B
BarTender u
users.
aved, if an .ejf file has n
not been atttached, WM
MS will issue a
Note:: When the format is sa
warnin
ng message
e. This should be ignore
ed by BarTe nder users, and may be
e ignored by
y
sites using
u
the PR
RTSETUP batch file to in
nitialize Eltro
on printers.

Conte
ents Label
Use th
he Contents Label tab to set up shiipping labelss that require information on the
conten
nts of a cartton or pallett to be printted.
Note:: This is sup
pported only
y for BarTender label fo rmats.
Labell – The nam
me of the lab
bel. This field
d is automa
atically set to the label name from the
Label Information
n tab, and is
s a display only
o
field on
n the Conten
nts Label tab
b.
L
Per Page
P
– The maximum number
n
of liines per pag
ge.
Max Lines
Print Total Cartons – Selec
ct this check
k box to hav
ve the total number of cartons liste
ed on
this la
abel printed on the ship
pping label.
Move Up – Click this button to move the selected ffield in the U
Used Fields
s list box up
p one
n the list.
line in
Move Down – Cllick this button to move
e the selecte
ed field in th
he Used Fie
elds list box
x
t
list.
down one line in the
Add >>
> – Click this
t
button to
t move the
e selected fie
eld from the
e Available
e Fields list box
to the
e bottom of the
t
Used Fields list. Double-clicki
D
ing an entry
y in the Ava
ailable Field
ds
list bo
ox will also move
m
it to th
he Used Fie
elds list box
x.
<< Re
emove – Click this buttton to move
e the select ed field from
m the Used
d Fields list box
to the
e bottom of the
t
Availab
ble Fields liist. Double- clicking an entry in the
e Used Field
ds
list bo
ox will also move
m
it to th
he bottom of
o the Available Fields
s list box.
Sort Order
O
– Use
e the drop-d
down list bo
oxes to speccify sort orde
ers. This gro
oups the
inform
mation for th
he label. Sum
mmary totals are printe
ed for the lo
owest group
ping level on
nly.

T
File Maintenanc
M
ce
BOL Type
Bill of lading type
es group item
ms into spec
cific freight classificatio
ons and allow
w a specific
c
description for the group whiich can be used
u
in the ccommodity description section of tthe
east one entry for the default
d
BOL type DFLT should be c
created. The
e
bill of lading. At le
specia
al BOL type DFLT is use
ed as the de
efault when no other ty
ype is speciffied in Item
Master.

T
– This field is used in the Item
m Master to
o classify the
e item as w
well as group
p
BOL Type
items together wiith a specific
c description that will p
print in the ccommodity description
section of the bill of lading. More
M
than one bill of lad
ding type m
may be creatted for a spe
ecific
e description
n. BOL type DFLT is used when no
o
freight classificatiion, each wiith a unique
cified.
other type is spec
ription – Th
he Descripttion field ap
ppears on th
he bill of lad
ding in the c
commodity
Descr
description area. Generally, this
t
should be a genericc description of the articles or
packages being shipped.
e represents
s the freightt class code used to dettermine the
e
Class Code – The class code
o items being shipped..
class of

C # – Nation
nal Motor Frreight Classiification Item
m Number. The NMFC n
number is
NMFC
assign
ned by comm
modity type
e and is used
d by LTL carrriers to dettermine the level of rate
es
for a shipment.
s
User Defined 1 - 5 – Use th
hese fields to
t store use r defined va
alues that need to be
ype.
related to the bill of lading ty
rdous Mate
erials Flag – Set this field based o
on the type of items be
eing shipped
d. If
Hazar
the ha
azardous ma
aterial flag is set to Y, an
a emergen
ncy response
e number ca
an be speciffied.
Emergency Response Group # – Type the emerg
gency respo
onse group n
number for
dous materiials.
hazard
Ship Via
V Reportts File Main
ntenance
The WMS
W
uses the Ship Via Reports
R
file to indicate which formss to print fo
or a specific
carrier. With this function, th
he user can specify up tto five Crysttal Reports or Visual Ba
asic
ams to be executed when a shipme
ent is comp leted for this customerr and carrierr. In
progra
additio
on, a printer number is
s assigned to
o the reportt so a seriess of printers with the co
orrect
forms can be set up, eliminating the nee
ed for the usser to select a printer ffor each rep
port.
The Ship Via Repo
orts File Maintenance menu
m
is acce
essed from the Order E
Entry Mainta
ain
menu.
eports can create
c
their own custom
m Crystal Re
eports to
Users familiar witth Crystal Re
generate packing slips, manifests, etc. Users
U
can allso contact a
an authorize
ed WMS res
seller
om reports.
to purrchase custo
The fo
ollowing pre-defined rep
ports are su
upplied with the WMS R
Reporting mo
odule:
D.rpt – A Cry
ystal Reportt designed tto work with
h the Progre
ession stand
dard
BOL_STND
bill of ladin
ng form (Form Numberr FP728, FC7
728 or FK72
28). This rep
port calculattes
based on cartons.
c
BOL_TARE
E.rpt – A Cry
ystal Reportt designed t o work with
h Progression’s standard
d bill
of lading fo
orm (Form Number FP7
728, FC728 or FK728 available from
m the
Progressio
on Forms De
epartment). This reportt calculates based on pa
allets.
VBI224P.E
EXE – A Visu
ual Basic pre
e-process prrogram used to print a VICS comp
pliant
bill of ladin
ng. Two verrsions of the
e VICS comp
pliant reportt have been
n provided.
BOL_VICS.rpt is the standard
s
VIC
CS bill of lad
ding. BOL_W
WALM.rpt is the Wal-Ma
art
o the VICS standard. These
T
reportts were desiigned to print on an HP
P
variation of
Laserjet on
n plain pape
er. These re
eports suppo
ort both palllets and carrtons.
See Appendix
A
G – Bill of La
ading Settiings for info
ormation ab
bout configu
uring each o
of
these reports.

Custo
omer Numb
ber – Type the
t
custome
er number ffor the report. This field
d may be lefft
blank to specify a default forr this carrierr. A default entry should
d be created
d for each
carrier and only those
t
custom
mers that ne
eed to be ha
andled diffe
erently should have an
dual ship via
a reports file
e entry.
individ
Ship Via
V Code – Type the ship via code
e that requirres reports to print at s
shipment
completion.
de (SCAC) fo
or this carrie
er. Contact the
SCAC Code – Type the Standard Carrier Alpha Cod
sociation at 2200 Mill R
Road, Alexan
ndria, VA 22
2314carrier or the Nattional Motor Freight Ass
e for the carrrier.
4654 for the code
1 – 5) – Typ
pe the Crysttal Report o
or Visual Bassic report na
ame for this
s ship
Report Name (1
via code.
sual Basic if the reportt is a VB pro
ogram or C=
=Crystal R
Rpt if
Type (1-5) – Choose V=Vis
it is a Crystal Rep
port.
Param
meters – Visual Basic
c Only (1-5
5) – Specify parameterss to control a Visual Ba
asic
application launch
hed by the Bill
B of Lading
g module. T
The field is d
disabled if the report ty
ype is
ystal Rpt.
C=Cry
Printe
er (1 – 5) – Specify th
he printer for the reportt. The actua
al printer and path for this
code are
a specified
d in the WMS INI file. See
S
Append
dix F WMS INI Settings for
inform
mation aboutt configuring
g bill of lading printers..
Copie
es (1 – 5) – Type the number
n
of copies (1 – 9
9) to print o
of the reportt.

R
Reason Code File
F
Mainte
enance
EPN Reject
Rejectt reasons arre used by electronic
e
pick managem
ment to spe
ecify the rea
ason that a
recom
mmendation has been re
ejected by a user. Code
es can be ussed to track
k the reasons for
picking product other than what
w
was rec
commended
d. This allow
ws analysis tto avoid suc
ch
s in the future.
issues

Reaso
on Code – Type
T
a three character code to ide
entify the rejject reason.
Shortt Descriptio
on – Type a short description, whicch can be displayed on an RF device.
Full Description
D
n – Type a lo
onger description, whicch can be ussed in reportts and stand
dard
works
station inquiries.
Leave
e Qty: Not Avail\Avaiilable – Select the app
propriate selection for w
whether the
quantity that has been rejectted remains
s available fo
or other ord
ders or shou
uld be placed on
s no other order
o
can re
eserve this quantity
q
unttil it has bee
en reviewed
d by
hold so
manag
gement.
Item Master File
e Maintena
ance
WMS can use any
y of the five user define
ed fields or u
user notes ffields in the Item Maste
er
o identify an
n item’s bill of
o lading typ
pe or that a
an item is to
o be tracked as externally
File to
serialized.
gression Scrreen Design
ner is installe
ed, the UDF
Fs can be placed on the
e screen and
d
If Prog
labeled according
gly. If Screen Designer is not installled so scree
en changes cannot be
c
be used instead. Th
he literal asssociated witth a user no
ote
made,, the user notes fields can
can be
e changed on
o page fourr of the I/M setup.
Exter
rnal Serial Number Field
The Ittem Master file can also
o be used to
o specify tha
at an item iss externally serialized. WMS
can us
se any of the five user defined field
ds or five usser notes fie
elds to store
e this
inform
mation. Type
e Y in the us
ser defined field or use r note speciified in the W
WMS contro
ol

yping a valu
ue other tha
an Y in the first
f
position
n of the specified field w
will cause W
WMS
file. Ty
to trea
at the item as not externally serialized.
Bill off Lading Ty
ype Field
Use th
he Progressiion Item Ma
aster to classify items b
by freight cla
assification code. The W
WMS
contro
ol file Item Master Bill of Lading
g Type field specifies w
which field in
n the Item
Master contains the bill of lad
ding type co
ode for the iitem. The bill of lading type define
es a
a
hazardo
ous materia
al status.
specific classificattion code, description, and

m Master Maintenance,, click the User
U
Notes button to access the fiv
ve user note
es
In Item
fields.

k, WMS will assume the
e code is DF
FLT. This
If the bill of lading type field is left blank
elimin
nates the need to enter the BOL typ
pe in each IItem Masterr record if m
most items h
have

ame type. WMS
W
will clas
ssify all item
ms as DFLT if the WMS control file Item Mastter
the sa
Bill off Lading Ty
ype Field is
s set to XX = Not Defi ned.
This fiield is not validated by Progression
n, so if the b
bill of lading
g type speciffied does no
ot
exist in the bill off lading type
e file, WMS will not prop
perly classiffy the item on a bill of
lading
g.
Inven
ntory Item Location File
F
Mainte
enance
WMS can use any
y of the five user define
ed fields in tthe inventorry item location file to
y a sort seq
quence other than order entry or p ick sequencce when prin
nting autopa
ack
specify
labels. The user defined
d
field
d to be used must be sp
pecified in th
he WMS con
ntrol file.
eature requires Progres
ssion Screen
n Designer.
This fe
A field
d can be placed on the I/M Item Lo
ocation scree
en and labe
eled accordin
ngly. The labels
generated by AuttoPack will be
b sorted by
y the value sspecified in that field.
nate Addre
ess File Maintenance
Altern
WMS can use any
y of the five user define
ed fields in tthe A/R Alte
ernate Addre
ess file to
er completion mode and
d the autopa
ack status fo
or a ship to address. Th
he
override the orde
d
field to be used must be sp
pecified in th
he WMS con
ntrol file.
user defined
This fe
eature requires Progres
ssion Screen
n Designer.
A field
d can be placed on the A/R
A Alternate Address screen and labeled acc
cordingly.
Acceptable values
s for the field are:
VN = Pack
k Verify Mod
de, AutoPack
k Off
SN = Pack
k Shipments
s Mode, Auto
oPack Off
SY = Pack
k Shipments Mode, Auto
oPack On
BN = WMS
S Billing Mod
de, AutoPac
ck Off
BY = WMS
S Billing Mod
de, AutoPack On
er value is used,
u
it will be ignored a
and the deffault value u
used.
Note:: If any othe
Order
r Entry Hea
ader File En
ntry
WMS can use any
y of the five user define
ed fields in tthe O/E orde
er header file to overrid
de
arton or pallet label use
ed when prin
nting. The u
user defined field must be specified
d in
the ca
the WMS control file.
This fe
eature requires Progres
ssion Screen
n Designer.
These fields can be
b unhidden
n on the O/E
E order head
der screen a
and labeled accordingly
y.
WMS will
w use the form name
e specified in
n these field
ds instead off the values
s specified in
n the
custom
mer override
e file or the default labe
el specified in the WMS
S control file
e. If the field
d is
left bla
ank, WMS will
w revert to
o the defaultt name.

Chapter 6: WMS Se
etup – P/O
P
Rec
ceiving
Vendo
or Override
e File Main
ntenance
The Vendor Overrride file ove
errides the system
s
defa ults for vendor specific information
n.

Vendo
or Bar Cod
de Setup
Bar Code
C
Forma
at – Select this
t
check box
b
if the ve
endor supplie
es a multi-s
segment, ve
endor
specific bar code on products
s.
d Length? – Select this
s check box if the vendo
or specific b
bar code is a fixed lengtth.
Fixed
This is
s used to he
elp validate that the barr code scann
ned is in facct the vendo
or specific b
bar
code.
Lengtth – Type th
he fixed leng
gth value fo
or the length
h of the ven
ndor specific
c bar code.
Identtifier – Type
e the identiffier code em
mbedded in tthe bar code sent by th
he vendor, if one
exists.
up
Scan Sheet Setu
WMS contro
Print – Use this field
f
to overrride the settting in the W
ol file to indicate whether a
receiv
ving docume
ent is typically needed for
f this vend
dor. Select Y
Yes, No, orr Sometime
es.
The re
eceiving doc
cument is us
seful when products
p
typ
pically are n
not received
d with bar co
odes.
The re
eceiving doc
cument will print with a bar code fo
or each item
m on the PO to allow the
user to scan the item
i
ID insttead of having to type it.

he name of the Crystal Report or V
VB program which will b
be used to p
print
Format – Type th
eceiver when
n one is required.
the re
Type – Indicate whether
w
the
e receiver prrogram is w
written in Cry
ystal or Visu
ual Basic.
Copie
es – Type th
he number of
o copies of the receiverr that WMS should prin
nt.
Printe
er Number
r – Type the
e printer num
mber that th
he report sh
hould print o
on. The prin
nter
number specifies a printer na
amed in the
e local INI file as a BOL reports prin
nter.

Sample
e Scan Sheet R
Report

Produ
uct Label Setup
S
The re
eceiving function can au
utomatically
y generate p
product labe
els for up to
o four levels:
unit, inner, case and
a
pallet. The
T
productt label setup
p section of the WMS co
ontrol file
es the default calculatio
ons for each layer. Thesse can be ov
verridden in the vendorr
define
override file for a vendor or in
i the vendo
or item overrride file forr a specific v
vendor item
m.
ach layer, th
he user spec
cifies the lab
bel format, w
whether it is printed, h
how many
For ea
copies
s, which prin
nter to use, and a defau
ult package code to use
e in conjunc
ction with th
he
bulk weight
w
file when
w
calculating the num
mber of labe
els required
d. Click a lay
yer to chang
ge its
setting
gs.

Sam
mple Product La
abel

Labell Type – Shows which layer
l
is bein
ng changed.. This field sset by the sy
ystem when
n the
user selects
s
an en
ntry to modify.

elect Yes, No,
N or Prom
mpt from the
e drop-down list box to
o indicate
Print (Y/N) – Se
wheth
her product labels shoulld be printed
d when prod
duct is received.
w
for u
user confirm
mation.
Yes: Print automatically without waiting
No: Do not allow prod
duct labels to
t be printed
d.
D
the calculated
c
qu
uantity of la
abels and allow the use
er to override the
Prompt: Display
number off labels printted, as well as the case
e pack used for this layer.
Format – Type th
he form nam
me to be used to print tthe product labels for this layer.
es – Type th
he number of
o copies of each producct label thatt should be printed for this
Copie
layer.
Printe
er Name – Select the printer
p
to us
se when printing the prroduct labels for this lay
yer.
The printer name
es must have
e been adde
ed using the
e Printer tab
b.
C
– Sele
ect the pack
kage code to
o be used w
with the item
m number to
o find the
Pkg. Code
quantity per from
m the ASN Bulk Weight file
f when ca
alculating th
he number o
of labels
requirred.
Vendo
or Bar Cod
de File Main
ntenance
The Vendor Bar Code
C
file allo
ows multi-se
egmented v
vendor speciific bar code
es to be defined.
h
to break
k down the vendor bar code segme
ents. The Ve
endor Overrride
This fiile defines how
file ind
dicates when a vendor bar code is in use.
Click the
t
Add Barcode Segm
ment button to add a n
new bar cod
de segment definition.
Double-click an existing entrry to edit its settings.

e of data fou
und in this ssegment fro
om the drop-down list b
box.
Field Type – Select the type
Start Byte – Typ
pe the starting position in the bar ccode for thiss segment. T
This is
autom
matically set to the nextt byte position, based o
on the segm
ment definitio
ons already
entere
ed.
Lengtth – Type th
he number of
o bytes tha
at this segm ent contains.
Vendo
or Item Ov
verride File
e Maintenance
The re
eceiving function can au
utomatically
y generate p
product labe
els for up to
o four levels:
unit, inner, case and
a
pallet. The
T
productt label setup
p section of the WMS co
ontrol file
es the default calculatio
ons for each layer. Thesse can be ov
verridden in the vendorr
define
override file for a vendor or in
i the vendo
or item overrride file forr a specific v
vendor item
m.
ach layer, th
he user spec
cifies the lab
bel format, w
whether it is printed, h
how many
For ea
copies
s, which prin
nter to use, and a defau
ult package code to use
e in conjunc
ction with th
he
bulk weight
w
file when
w
calculating the num
mber of labe
els required
d. Click a lay
yer in the lis
st to
change its setting
gs.

Sam
mple Product La
abel

or Number
r – Type the
e vendor number.
Vendo
Item Number – Type the Prrogression item numbe
er requiring an override record. Thiis is
not th
he vendor’s item numbe
er.
Labell Type – Shows which layer
l
is bein
ng changed.. This field iss set by the
e system wh
hen
the us
ser selects an
a entry to modify.
m
Print (Y/N) – Se
elect Yes, No,
N or Prom
mpt from the
e drop-down list box to
o indicate
wheth
her product labels shoulld be printed
d when prod
duct is received.
w
for u
user confirm
mation.
Yes: Print automatically without waiting
No: Do not allow prod
duct labels to
t be printed
d.
D
the calculated
c
qu
uantity of la
abels and allow the use
er to override the
Prompt: Display
number off labels printted, as well as the case
e pack used for this layer.
Format – Type th
he form nam
me used to print the pr oduct labelss for this lay
yer.
es – Type th
he number of
o copies of each producct label to b
be printed fo
or this layerr.
Copie
Printe
er Name – Select the printer
p
to us
se for this la
ayer. The prrinter name must have
been added
a
using
g the Printerr tab.
Pkg. Code
C
– Sele
ect the pack
kage code to
o be used w
with the item
m number to
o find the
quantity per from
m the ASN Bulk Weight file
f when ca
alculating th
he number o
of labels
requirred.

Chapter 7: WMS Pr
rocessin
ng – Shiipping
Pick Manageme
M
ent (EPN Pr
rocessing)
The WMS
W
Pick Ma
anagement function
f
ma
anages the p
picking and packing pro
ocesses for tthe
wareh
house. Orders are released to the pickers
p
as e lectronic do
ocuments ca
alled EPNs w
which
are de
esigned to be
b used in an RF environment and guide the p
picker throug
gh the
wareh
house to pick the necessary produc
cts.
Note:: The electro
onic picking function re
equires the M
Microsoft SQ
QL database
e. It is not
suppo
orted for the
e Pervasive.S
SQL database.
An EPN is a pick work
w
order comprised
c
of
o one or mo
ore sales orrders. An EP
PN can be
ed as a pick--to-pack or it can be crreated as a sstage pick a
and a separa
ate stage pa
ack.
create
A pick
k-to-pack EP
PN is created
d when prod
duct can be easily picke
ed and then
n immediate
ely
packed into a ship
pping container, either a carton orr pallet. The
e cartons or pallets are
diately labeled for shipp
ping and are
e ready to b
be combined
d with otherr cartons or
immed
pallets
s being ship
pped togethe
er. A typicall scenario u sing a pick--to-pack EPN
N would be an
order that is too large
l
to be picked as pa
art of a batcch. As the p
products are
e placed on the
pallet,, they are sc
canned and associated with the sh
hipping palle
et. The palle
et can later be
associiated with a shipment simply
s
by sc
canning the pallets labe
el.
A pick
k-to-stage EPN is create
ed when it makes
m
sense
e to pick the
e products, and then brring
them to a staging
g area where
e they will ultimately
u
b e packed into cartons o
or pallets for
k-to-stage EPN
E
will indiicate what p
products are
e to be picke
ed and whe
ere to
shipping. The pick
k-to-stage EPN
E
will alwa
ays be asso
ociated with a stage pac
ck
take them for staging. A pick
EPN.
ge pack EPN
N is created to direct the
e packers a bout how to
o break out products th
hat
A stag
have been
b
brough
ht to a staging area as the result o
of a pick-to--stage EPN. This can be
e
done on
o either an
n RF device or at a pack
king station and presen
nts the pack
k out process in
an ord
der by orderr basis.
A pick
k-to-stage EPN and stag
ge pack EPN
N could be u
used if a series of 20 sim
milar orders
s
requirre quantities
s of the sam
me basic item
ms. In a larg
ge warehousse, sending a team to p
pick
those 20 orders in
ndividually is very ineffficient becau
use 20 passses through the wareho
ouse
would have to be made for th
he same ite
ems. Instead
d, a bulk picck-to-stage EPN can be
e
ed for the 20
0 orders. On
ne pass thro
ough the wa
arehouse can be made for the item
ms,
create
with the total qua
antity of eac
ch item boug
ght to a sta ging area. T
The stage pack is then used
parate the ittems based on the quan
ntity needed
d for each o
order.
to sep
A seco
ond example
e of a pick-tto-stage/sta
age pack pro
ocess is whe
en an orderr is being pic
cked
for a large numbe
er of items, but cannot be easily pa
ackaged in the aisle. Fo
or example,,
quire speciall packaging material th at can only be applied at a packag
ging
products may req
n. The products need to
o be picked and taken tto the packa
aging statio
on. Using pic
ckstation
to-stage, the pick
ker can be in
nstructed ab
bout what to
o pick and w
where to briing the good
ds.

dition, since the picker is scanning the productts as they a
are being pic
cked, any
In add
mistak
kes will be caught
c
before items are
e carried to the packing
g station, minimizing re
eturn
trips to
t get the co
orrect item. The stage pack
p
is then
n used as a double chec
ck process in
additio
on to trackin
ng which ite
ems are goin
ng into whicch cartons.
Proce
essing a Pic
ck-to-Pack
k EPN
The EPN Controlle
er creates and manages electronic picks or EP
PNs.

1. Log in to the
t
EPN Con
ntroller.
2. Type the warehouse
w
location in the Wareho
ouse field.
3. Click the Sales
S
Order Filter button

on
n the toolbarr.

ny criteria to
o restrict the
e list of open orders to the group tthat you want to
4. Specify an
release.

5. Click OK.

6. WMS will display
d
a listt of all orders that have
e items thatt have not y
yet been
released and
a
that meet the criterria specified
d in the prev
vious step.
7. Click any column
c
head
ding to sort the list by that column
n.
ub Type dro
op-down listt box.
8. Select Pick To Pack from the Su

rtons or Pa
allets from the
t
Pack Ty
ype drop-do
own list box
x.
9. Select Car
0. Verify thatt the Add Sales
S
Order
r As radio b utton is sett correctly. IIf Individua
al
10
Picks is activated and
d more than
n one order is selected,, WMS will g
generate a
o
If Bulk Pick is a
activated, W
WMS will atte
empt to com
mbine
unique EPN for each order.
s into a single EPN. How
wever, WMS
S will not com
mbine orderrs that are
the orders
shipping to
o different locations wh
hen process ing a pick-to
o-pack EPN.
11
1. Choose a value
v
from the
t
drop-do
own list box for Status,, Priority, a
and Assign a
Specific User,
U
or acc
cept the deffaults.
12
2. Type a com
mment for this
t
EPN in the
t
Comme
ent field, if d
desired.
13
3. Select the orders to be
b released.
Select Alll – Selects every
e
order within the l ist
Deselect All – Unsele
ects every order
o
in the list
Toggle Se
elected – Changes
C
the selection sttatus for the
e highlighte
ed range of
orders
14
4. When the list is correc
ct, click the Create EP
PN(s) button
n.
15
5. WMS will create
c
EPNs
s for the orders selected
d. It will also
o make
o attempt to
recommen
ndations for products th
hat are bin, serial, or lo
ot controlled
d. If WMS is
unable to make a reco
ommendatio
on for one o
or more item
ms, you will receive a
ndation erro
or. See Reso
olving Reco
ommendattion Errors
s for informa
ation
recommen
about reso
olving these
e conflicts.
16
6. Click the Close
C
button to close th
he sales ord
der selector and return to the EPN
selector sc
creen.

17
7. WMS will display
d
the EPNs that have been crreated.

8. Log in to WMS
W
on an RF handheld
d device.
18
19
9. If the orde
er is not in your
y
defaultt warehouse
e, select Utiility to chan
nge to the
correct wa
arehouse. Ty
ype the corrrect wareho
ouse location
n code in the To field, a
and
then press
s Enter.
20
0. Select Shiipping, and
d then selectt EPN.

21
1. Press the F2 key on the
t
EPN Proc
cessing scre
een for the h
highest prio
ority, open E
EPN
t you or un
nassigned. You
Y
can also
o press the F
F7 key to ac
ccess the EP
PN
assigned to
Selector Options
O
scree
en and select from a lisst of EPNs.

2. On the EPN Selector Options
O
scre
een, you can
n change th
he status, th
he user, or tthe
22
PN. Pressing the F4 key
y will toggle the Status
s field among: Open; H
Hold;
type of EP
and Open
n, Hold. Pressing the F5
5 key will to
oggle the Us
ser field am
mong: Self,
Unassigned; All; Se
elf; and Una
assigned. P
Pressing the
e F6 key will toggle the EPN
Type field
d among All, Stage Pic
ck, Stage P
Pack, and P
Pick to Pack
k.
23
3. Press Ente
er on the EP
PN Selector Options scrreens to see
e a list of EP
PNs that me
eet
the criteria
a you speciffied. Select the EPN you
u want to prrocess, and then press
Enter.

24
4. WMS will display
d
the first
f
item to
o be picked a
and packed.
25
5. The carton
n that items
s are to be packed
p
in sh
hould be listted in the CT
TN field. Pre
ess
the F2 key
y to have WMS
W
generatte a new carrton.
26
6. WMS will generate
g
a carton
c
numb
ber and prin
nt a bar cod
ded custome
er specific
shipping la
abel to attac
ch to the carton.
No
ote: If the label did nott print corre
ectly, press tthe F8 key to reprint itt.

7. WMS will next
n
promptt you to sca
an and valida
ate that you
u are at the specified bin.
27

28
8.Scan the bin
b number.
Note:: In a non-b
binned envirronment, the
e bin numbe
er displayed
d will be the
e pick seque
ence
value from the inventory loca
ation file, an
nd you will n
not be prom
mpted to verrify the bin
number.

29
9. WMS will prompt
p
you to scan and
d verify the item being picked and packed.
30
0. To enter a quantity fo
or the item, press the F
F4 key. Type
e the new quantity in th
he
Mlt field, and
a
then prress Enter.

1. Scan the item. If the item is seria
alized or lottted, WMS w
will prompt ffor the seria
al/lot
31
o be scanned
d as well.
number to
32
2. When the item has be
een complettely picked, WMS will display the n
next item.
33
3. In the previous example, the dow
wn arrow ind
dicates thatt there are a
additional
n up arrow w
would indica
ate that therre are additional
records after the current one. An
records be
efore the currently displayed record
d. You can sskip forward
d or backwa
ard
by pressin
ng the up or down arrow
w keys.
34
4. If you go to
t the specified location
n and the prroduct is no
ot available, a new
recommen
ndation can be displaye
ed by pressin
ng the F3 k
key. You willl be given a list
of reason codes to specify why yo
ou are rejeccting the reccommendattion. Select the
bes the reas
son that the
e recommen
ndation is be
eing rejected
d.
code that best describ
35
5. Press the F7 key to display the entire
e
EPN.
36
6. Press the F5 key to enter remove
e mode.
37
7. Press the F2 key to sttart a new carton.
c
38
8. Press the F6 key to to
oggle the mode
m
among carton, palllet, and shipment pack
king.
39
9. When the EPN has be
een complete
ely picked, W
ssage that tthe
WMS will display a mes
EPN is com
mpleted. Pre
ess Enter to
o accept the
e message.
40
0. Press Esca
ape until yo
ou have exitted to the E PN Processing screen.
41
1. Now that the
t
cartons have been picked and packed, the
ey need to b
be attached to a
shipment. See Packin
ng a Shipm
ment for info
ormation ab
bout packing
g a shipmen
nt.
Proce
essing a Pic
ck-to-Stage and Stag
ge Pack EP N
The EPN Controlle
er creates and manages electronic picks or EP
PNs.

1. Log in to the
t
EPN Con
ntroller.

w
location in the Wareho
ouse field.
2. Type the warehouse
S
Order Filter button
3. Click the Sales

on
n the toolbarr.

ny criteria to
o restrict the
e list of open orders to the group tthat you want to
4. Specify an
release.
5. Click OK.

d
a listt of all orders that have
e items thatt have not y
yet been
6. WMS will display
released and
a
that meet the criterria specified
d in the prev
vious step.
7. Click any column
c
head
ding to sort the list by that column
n.
8. Select Sta
age Pick fro
om the Sub Type drop--down list b
box.
86

cally determ
mined based
d on the stag
ge pack
9. The Pack Type field is automatic
associated
d to the stag
ge pick.
10
0. Verify thatt the Add Sales
S
Order
r As radio b utton is sett correctly. IIf Individua
al
Picks is activated and
d more than
n one order is selected,, WMS will g
generate a
o
If Bulk Pick is a
activated, W
WMS will atte
empt to com
mbine
unique EPN for each order.
s into a single EPN.
the orders
11
1. When Bulk Pick is ac
ctivated, you
u can activa
ate Group b
by Custome
er to create
ea
e
custom
mer. If Group by Custo
omer is not activated, tthe
unique bulk pick for each
w be for multiple
m
custtomers.
bulk pick will
12
2. Choose a value
v
from the
t
drop-do
own list box for Status,, Priority, a
and Assign a
Specific User,
U
or acc
cept the deffaults.
13
3. If this stag
ge pick will feed
f
an exis
sting stage pack, type tthe stage pa
ack numberr in
the Link to
t Pack EPN
N field. Pres
ss the F2 ke
ey to create
e a new stag
ge pack for tthis
stage pick
k.

14
4. On the Cre
eate Stage Pack
P
EPN sc
creen, you ccan specify tthe user, prriority, and p
pack
type, as well
w as the sttage bin forr the producct.
15
5. Type a com
mment for this
t
stage pa
ack in the C
Comment fiield, if desirred.
16
6. If you are using the WMS
W
Convey
yor Interfac e module to
o interface w
with a conve
eyor
management system,, select the name of the
e conveyor to use for th
his stage pa
ack
C
drop
d
down list box.
from the Conveyor
17
7. Click Crea
ate EPN to create
c
the stage
s
pack a
and return tto the Sales Order Selector
screen.
18
8. Select the orders to be
b released.
Select Alll – Selects every
e
order within the l ist.
Deselect All – Unsele
ects every order
o
in the list.
Toggle Se
elected – Changes
C
the selection sttatus for the
e highlighte
ed range of
orders.
19
9. When the list is correc
ct, click the Create EP
PN(s) button
n.
20
0. WMS will create
c
one or
o more stag
ge pick EPN
Ns for the orrders selecte
ed. It will also
attempt to
o make reco
ommendatio
ons for produ
ucts that arre bin, serial, or lot
controlled. If WMS is unable to make
m
a recom
mmendation
n for one orr more items
s,

you will re
eceive a reco
ommendatio
on error. Se
ee Resolvin
ng Recomm
mendation
Errors forr information
n about reso
olving these
e conflicts.
21
1. Click Close to return to the EPN Selector scrreen and se
ee a list of th
he EPNs tha
at
n created.
have been

Proce
essing the Pick To Sta
age EPN
In a pick-to-stage
p
e, stage-to-pack proces
ss, the picki ng process and the pac
cking proces
ss
are tw
wo separate functions. Once
O
the pic
ck to stage has been co
ompleted, th
he stage to pack
needs
s to be proce
essed. This can be done
e as productts are broug
ght to the sttaging area
during
g the pick-to
o-stage proc
cess, and ca
an be done by the same
e or differen
nt users.

1. Log in to WMS
W
on an RF handheld
d device.

er is not in your
y
defaultt warehouse
e, select Utiility to chan
nge to the
2. If the orde
correct wa
arehouse. Ty
ype the corrrect wareho
ouse location
n code in the To field, a
and
then press
s Enter.
d then selectt EPN.
3. Select Shiipping, and

t
EPN Proc
cessing scre
een for the h
highest prio
ority, open E
EPN
4. Press the F2 key on the
t you or un
nassigned. You
Y
can also
o press the F
F7 key to ac
ccess the EP
PN
assigned to
Selector Options
O
scree
en and select from a lisst of EPNs.
O
scre
een, you can
n change th
he status, th
he user, or tthe
5. On the EPN Selector Options
PN. Pressing the F4 key
y will toggle the Status
s field among: Open; H
Hold;
type of EP
and Open
n, Hold. Pressing the F5
5 key will to
oggle the Us
ser field am
mong: Self,
Unassigned; All; Se
elf; and Una
assigned. P
Pressing the
e F6 key will toggle the
e EPN
Type field
d among: Alll; Stage Piick; Stage Pack; and Pick to Pac
ck.
er on the EP
PN Selector Options scrreens to see
e a list of EP
PNs that me
eet
6. Press Ente
the criteria
a you speciffied. Select the EPN you
u want to prrocess, and then press
Enter.

d
the first
f
item to
o be picked.
7. WMS will display
p
you to scan and
d validate th
hat you are at the spec
cified bin.
8. WMS will prompt
b number.
9. Scan the bin
binned envirronment, the
e bin numbe
er displayed
d will be the
e pick seque
ence
Note:: In a non-b
value from the inventory loca
ation file, an
nd you will n
not be prom
mpted to verrify the bin
number.

10
0. WMS will prompt
p
you to scan and
d verify the item.
11
1. To enter a quantity fo
or the item, press the F
F4 key. Type
e the new quantity in th
he
Mlt field, and
a
then prress Enter.
90

2. Scan the item. If the item is seria
alized or lottted, WMS w
will prompt ffor the seria
al/lot
12
o be scanned
d.
number to
13
3. WMS will display
d
the next item when
w
the currrent item h
has been com
mpletely pic
cked.
14
4. In the exa
ample, the down
d
arrow indicates th
hat additiona
al records e
exist after th
he
current on
ne. An up arrrow indicate
es that therre are previo
ous, additional records.. You
can move forward or backward by
b pressing tthe up and down arrow
w keys.
15
5. If you go to
t the specified bin and
d the producct is not ava
ailable, a ne
ew
recommen
ndation can be displaye
ed by pressin
ng the F3 k
key. WMS will display a list
of reason codes for re
ejecting the recommend
dation.
16
6. Select the code that best
b
describes the reaso
on that the recommend
dation is being
rejected.
17
7. Press the F7 key to display the entire
e
EPN.
18
8. Press the F5 key to enter remove
e mode.
19
9. When the EPN has be
een complete
ely picked, W
WMS will display a mes
ssage that tthe
EPN is com
mplete. Pres
ss Enter to accept the m
message.
20
0. Press Esca
ape until yo
ou have exitted to the E PN Processing screen.
Note:: As the item
ms are picke
ed in a binne
ed environm
ment, an inv
ventory tran
nsfer is
proces
ssed from th
he item bin to the stage
e bin.
Proce
essing the Stage
S
To Pack
P
EPN – RF Client
In a pick-to-stage
p
e, stage pac
ck process, the
t
picking process and
d packing process are ttwo
separa
ate function
ns. The stage pack proc
cess is used to pack the
e products that have be
een
picked
d from one or
o more stage pick proc
cesses into cartons or p
pallets and llabel them
accord
dingly. In th
he RF client version of this
t
process , the RF dev
vice will wallk the user
throug
gh the orderrs.

W
on an RF handheld
d device.
1. Log in to WMS
er is not in your
y
defaultt warehouse
e, select Utiility to chan
nge to the
2. If the orde
correct wa
arehouse. Ty
ype the corrrect wareho
ouse location
n code in the To field, a
and
then press
s Enter.
d then selectt EPN.
3. Select Shiipping, and

O
scre
een, you can
n change th
he status, th
he user, or tthe
5. On the EPN Selector Options
PN. Press the
e F4 key to toggle the Status field
d among: O
Open; Hold;; and
type of EP
Open, Ho
old. Press th
he F5 key to
o toggle the User field among: Self, Unassig
gned;
All; Self; and Unassigned. Pres
ss the F6 ke
ey to toggle
e the EPN Ty
ype field
among: All; Stage Pick; Stage Pack; and Pick to Pa
ack.

6. Press Ente
er on the EP
PN Selector Options scrreens to see
e a list of EP
PNs that me
eet
the criteria
a you speciffied. Select the EPN you
u want to prrocess, and then press
Enter.

7. WMS will display
d
the first
f
item to
o be packed..
n that items
s are to be packed
p
in sh
hould be listted in the CT
TN field. Pre
ess
8. The carton
the F2 key
y for WMS to
t generate a new carto
on.
9. WMS will generate
g
a carton
c
numb
ber and prin
nt a bar cod
ded custome
er specific
shipping la
abel to attac
ch to the carton.
No
ote: If the label did nott print corre
ectly, press tthe F8 key to reprint itt.

0. WMS will prompt
p
you to scan and
d verify the item being packed.
10
11
1. To enter a quantity fo
or the item, press the F
F4 key. Type
e the new quantity in th
he
Mlt field, and
a
then prress Enter.
12
2. Scan the item. If the item is seria
alized or lottted, WMS w
will prompt ffor the seria
al/lot
o be scanned
d.
number to
13
3. WMS will display
d
the next item when
w
the currrent item h
has been com
mpletely pic
cked.
14
4. In the exa
ample, the down
d
arrow indicates th
hat additiona
al records e
exist after th
he
current on
ne. An up arrrow indicate
es that therre are previo
ous, additional records.. You
can move forward or backward by
b pressing tthe up and down arrow
w keys.
15
5. Press the F7 key to display the entire
e
EPN.
16
6. Press the F5 key to enter remove
e mode.
17
7. When the EPN has be
een complete
ely packed, WMS will display a me
essage that the
EPN is com
mplete. Pres
ss Enter to accept the m
message.
18
8. Press Esca
ape until yo
ou have exitted to the E PN Processing screen.

19
9.Now that the
t
cartons have been picked and packed, the
ey need to b
be attached to a
shipment. See Packin
ng a Shipm
ment for info
ormation on
n packing sh
hipments.
Proce
essing the Stage
S
Pack
k EPN – Pa
acking Stattion
In a pick-to-stage
p
e, stage pac
ck process, the
t
picking process and
d packing process are ttwo
separa
ate function
ns. During th
he stage pac
ck process, items that have been p
picked durin
ng
one orr more stage pick proce
ess are pack
ked into carrtons or pallets and labe
eled accordiingly.
When using a pac
cking station
n, WMS prin
nts a report to indicate what produ
ucts are needed
for each order.

Sample EPN
E
Stage Pacck Sheet

W
at the packing sta
ation.
1. Log in to WMS
er is not in your
y
defaultt warehouse
e, select File
e from the W
WMS menu,, and
2. If the orde
then click Change Warehouse. Type the co
orrect wareh
house locatiion code in the
Warehouse field, and then click OK.
E
Mode button
b
on th
he WMS Shiipping menu
u.
3. Click the EPN

s
pack EPN
E
numberr to be processed in the
e EPN No fiield, and the
en
4. Type the stage
press Ente
er.

b
for th
he correct packing mod
de: Pack Ca
artons; Pac
ck Pallets; or
5. Click the button
Pack Ship
pments.

o
numbe
er from the EPN scan s heet.
6. Scan the order

y
can scan
n the carton
n number. T
To create a n
new carton,
7. If the carton exists, you
MS will gene
erate a new carton num
mber and print the
press the F2 key; WM
appropriatte customerr specific shiipping label .

ote: If the label did nott print corre
ectly, click th
he Reprint Label buttton
No

or press

the
e F8 key to reprint it.

8. Scan or ty
ype the item
m being pack
ked. If the ittem is serialized or lotted, WMS will
prompt yo
ou to scan th
he serial/lott number ass well.
9. To enter a quantity multiplier
m
for the item, cclick the Multiplier toolbar button
or press th
he F4 key. Type
T
the ite
em quantity to pack in tthis carton iin the
Multiplier
r field, and then
t
press Enter.
E
10
0. To remove
e an item qu
uantity from
m the carton , click the R
Remove Mo
ode toolbar
button

or press the F5 key. Type
T
the qua
antity in the
e Multiplierr field, and tthen

press Ente
er.
11
1. When the order is com
mplete, click
k the Verify
y Order too
olbar button

or press
s the

F11 key. If
I you press
s the Escape key to ex it the order,, WMS will a
automatically
verify the order.
12
2. Proceed to
o the next order on the EPN, until a
all orders ha
ave been pa
acked.
13
3. Once the cartons
c
have been picked and pack
ked, they ne
eed to be atttached to a
shipment. See Packin
ng a Shipm
ment for info
ormation ab
bout packing
g shipments
s.
Resollving Recom
mmendatio
on Errors
The Piick Managem
ment functio
ons recomm
mend the bin
n, serial, and lot to fill a
an order bas
sed
on setttings in the
e WMS contrrol file. How
wever, an inssufficient qu
uantity on hand of a pro
oduct
being released wiill result in an
a EPN with a recomme
endation errror.

aximize the efficiency of the picking
g/packing p
process, thesse errors sh
hould be
To ma
resolv
ved before th
he picker re
eceives the EPN.
E
Thereffore, WMS a
automatically places any
EPN with
w
recomm
mendation errrors on hold.
1. To resolve
e the error, double-click
d
k the EPN w ith the reco
ommendation error.

2. WMS will display
d
all ittems require
ed for the E PN. Items tthat have iss
sues will have a
status of Recmd
R
Erro
or. Click the
e status colu
umn heading to sort the list by status.
Click it a second
s
time to sort in descending
d
o
order, which
h should bring all items
s with
errors to the
t
top of th
he list.
w
a recom
mmendation
n error to diisplay the fo
ollowing scre
een:
3. Double-click an item with

4. The EPN Ittem screen lists the ord
ders for the selected EP
PN that requ
uire this item
m.
Press the F3 key to view the deta
ail for an orrder. Double
e-click a line
e to edit the
e
en will be dis
splayed whe
ere you can change the
e amount
quantity. A new scree
released.

5. Type the revised
r
quan
ntity to ship
p, and then cclick Ok.
t
EPN Item
m screen to review the recommend
dation for an
6. Press the F6 key on the
order.

100

ntrol+Enter
r on a line on
o the EPN IItem screen to toggle the quantity for
7. Press Con
an order between
b
zero and the fu
ull released amount.
8. Press the F5 key on the
t
EPN Item
m screen to remove the
e entire orde
er from the EPN.
p
you to verify th
hat you wantt to remove
e the order.
WMS will prompt

9. Click Yes to remove the
t
order fro
om the EPN .
Use th
hese tools to
o decide which orders should
s
rema
ain and whicch should be
e removed. Once
the errrors have been
b
resolve
ed, press Es
scape to retturn to the E
EPN editor s
screen, chan
nge
the status on the EPN to Ope
en, and click the Save button.
ewing Rejected Recom
mmendatio
ons
Revie
When an item is not
n available to be pick
ked from a sspecific bin, serial or lott, the pickerr can
reject the recomm
mendation. WMS promp
pts for a rej ect reason, and the infformation is
written to the reje
ected recom
mmendations system. B
Based on the
e reason, th
hat bin, seria
al, or
m
be marrked unavailable until th
he rejected recommend
dation has b
been
lot forr that item may
review
wed and add
dressed.
To rev
view the reje
ected recom
mmendations, select File
e from the E
EPN Selecto
or screen, an
nd
then select
s
Review Rejected Recommendations.

101

WMS will
w display all open rejected recom
mmendation
ns.
The qu
uantity for the
t
rejected
d recommendations can
n be made a
available or unavailable. The
record
d can be leftt open or marked pending, closed, or deleted. The status codes control
the re
ecommendattions display
yed so new entries can be easily distinguished
d from ones
s
awaiting disposition.
ewing Nega
ative Relea
ases
Revie
A negative releas
se occurs wh
hen a user reduces
r
the quantity for a line item
m in Order E
Entry
b
release
ed to an EP N. When this occurs, th
he EPN need
ds to
below the quantitty that has been
be rev
viewed to re
emove the quantity.
q
1. The Negative Releas
se toolbar button
b

is active when negative
e releases ex
xist.

N
Release
R
toollbar button. WMS displa
ays any EPN
N items with
ha
Click the Negative
negative release
r
state
e.

102

2. Double-click a line or press Enter to edit the
e quantity. T
The Edit Qty
y screen will be
c
change the amountt released.
displayed where you can

3. Type the revised
r
quan
ntity to ship
p, and then cclick Ok. Th
he line will b
be reprocess
sed
through th
he recomme
endation sys
stem and th e EPN upda
ated.
er Pick Tickets
Tradittional Pape
Althou
ugh the Pick
k Manageme
ent functions
s provide m
many advanttages, WMS supports a
traditional paper environmen
nt for sites that
t
are morre comfortable with pap
per picking
s or that do not have th
he RF infras
structure neccessary to ttake full adv
vantage of tthe
tickets
Pick Management
M
t functions.
Printiing a Pick Ticket
T
se
Pick tiicket proces
ssing is used
d to authoriz
ze WMS to sship a Progrression orde
er. Only thos
orders
s that have had pick tic
ckets printed
d may be re
eleased to th
he Warehou
use Managem
ment
System
m.

103

Complete the pick
k ticket sele
ection screen
n as specifie
ed in the Pro
ogression O
Order Entry
al.
manua
Relea
asing Order
rs to WMS using Postt Pick Ticke
et Process
sing
Orders
s that have had pick tic
ckets printed
d are releassed to WMS using post pick ticket
proces
ssing. In addition, if the
e WMS EDI ASN Data C
Collection Module is insttalled, and a
an
order for a custom
mer configured for auto
opack is pro
ocessed, WM
MS will autom
matically
perforrm carton pa
acking for th
he order, ge
enerating all of the com
mpliant shipp
ping labels
requirred.
Users of previous
s versions off WMS pleas
se note thatt when an order for a customer
configured for auttopack is prrocessed, WMS
W
will gen
nerate labelss for the rem
maining
unpac
cked quantitty for each line item tha
at has had a pick tickett printed. Th
his is differe
ent
from previous
p
verrsions of WM
MS. See Reprinting Ex
xisting or P
Printing Ad
dditional
Shipp
ping Labels
s for an Ord
der for morre details.

104

1. In Progres
ssion Order Entry, selec
ct the Trx m
menu. Selectt Picking, a
and then click
Post Pick
k Ticket Pro
ocess.
2. Type the warehouse
w
to
t be proces
ssed in the W
Warehouse
e field. This field can be
e left
blank to process all warehouses.
w
3. Type an order numbe
er range, or leave the O
Order From
m and Orderr To fields b
blank
s all orders. Note that any
a
order wiithin the ran
nge that has
s had a pick
k
to process
ticket printed and has
s not been previously
p
se
ent to WMS
S will be processed. In
a
order within the ran
nge that hass had a change to the lline item
addition, any
quantity to
o ship and the
t
pick tick
ket printed w
will be proce
essed wheth
her or not th
he
order has been previo
ously release
ed.
4. To force th
he orders within the ran
nge to be re
e-released e
even if no qu
uantity chan
nge
has been made
m
since the order was
w previoussly released, select the Re-release
Orders ch
heck box. Th
his is typically done wh en an orderr has been d
deleted from
m
WMS for some
s
reason
n.
5. Verify thatt the label printer
p
and the
t
exceptio
on report prrinter are se
et to the corrrect
locations, or click the Select button to chan ge to the co
orrect printe
er.
6. Click OK.
Closin
ng WMS Or
rders when
n the Progr
ression Ord
der has be
een Closed
WMS maintains itts own order informatio
on. When an
n order is de
eleted from Progression
n,
d using the Progression
P
close orderr function, o
or automaticcally closed by the
closed
Progre
ession posting function,, WMS mustt be informe
ed that the order is no longer eligib
ble
for shipment. Norrmally the order
o
would be updated
d in WMS ussing post pic
ck ticket
ssing, but fo
or these ord
ders a pick ticket
t
canno
ot be genera
ated, so ano
other tool is
proces

105

ed. The Close WMS Orders function
n searches a
all open WMS orders an
nd closes any
neede
order that is not an
a open Pro
ogression orrder by redu
ucing the qu
uantity to sh
hip to zero.
An exc
ception repo
ort will be printed
p
to ale
ert the userr of any orde
er that conttains packed
d
carton
ns that have
e not been completed.
c
This fu
unction shou
uld be used after postin
ng O/E invo ices to A/R function or any time an
n
order is manually
y closed. If an
a order is deleted
d
from
m Progressio
on, the orde
er can be clo
osed
in WM
MS using this
s function, or
o deleted using the WM
MS Inquiry m
mass deletio
on function.. See
Deletting an Ord
der from WMS
W
for information abo
out the masss deletion ffunction.
In Pro
ogression Orrder Entry, select
s
the Trx menu. S
Select Invoices/Cash, and then click
Close
e WMS Orde
ers.

1. Verify the name of the exception report prin ter. Click th
he Select bu
utton to cha
ange
the printerr if necessarry.
2. Click the OK
O button. WMS
W
will read through all open WM
MS orders a
and reduce tthe
quantity to
o ship to zero on all line
e items for deleted or cclosed Progrression orde
ers.
Reprinting Existting or Prin
nting Addittional Ship
pping Labels for an Order
A userr sometimes
s needs to reprint
r
existting shipping
g labels for an order. W
Whether the label
stock jammed wh
hile printing,, someone tore
t
one or more labelss, or a cup o
of coffee was
d on them making
m
them
m unreadable, WMS hass a number of ways to rreprint labels.
spilled
Additional labels can
c
also be printed if th
he customerr increases the quantity
y ordered affter
o
With WMS v7.5.17 and high
her, howeve
er,
the labels have been generatted for the order.
utopack func
ction now prints labels for the unp acked quantity of each line item, s
so
the au
releas
sing a new higher
h
quanttity automatically gene rates the re
equired labe
els during th
he
norma
al release prrocess. This eliminates the need to
o manually p
print additio
onal labels.

106

nting additio
onal labels is
s required fo
or some rea
ason, though
h, a function
n still exists
s to
If prin
do tha
at. Because this can generate an over ship situ
uation, printing additional labels is
s only
permitted when the
t
WMS con
ntrol file Ov
ver Ship Me
essage field
d is set to W for warnin
ng.
s
only be printed when more labels are a
actually required, rathe
er
Additional labels should
a a method
d for replacin
ng damaged
d labels. If a series of e
existing labe
els are
than as
damag
ged, the lab
bels should be
b reprinted
d instead. W
WMS allows y
you to repriint all labels
s for
an ord
der or all lab
bels for an ittem on the order. Indiv
vidual labelss can also be reprinted from
the pa
ack cartons function in WMS. If a single
s
shippiing label nee
eprinted, the
e
eds to be re
pack cartons
c
reprrint is the re
ecommended method.
The fo
ollowing sections describe the meth
hods for prin
nting additio
onal or replacement lab
bels.
Re-pr
rinting a Se
eries of Existing Ship
pping Labe ls
The Re-Print UCC
C-128 Labels
s function en
nables a use
er to reprintt all labels ffor an order or
bels for a particular item
m on an orde
er. In Progrression Orde
er Entry, sellect the Trx
x
all lab
menu. Select Picking, and then click Re
e-Print UCC
C-128 Labe
els.

1. Type the warehouse
w
code
c
in the Warehouse
e field for th
he order to be reprinted
d.
o
numbe
er in the Or
rder No field
d. Labels ca
an be reprin
nted for only
y one
2. Type the order
order at a time.
he labels forr all
3. Type the item number in the Item field. If tthis field is left blank, th
t
order will be reprintted.
items on the
4. Verify thatt the correctt label printter is selecte
ed. Click the
e Select button to chan
nge
printers if necessary.
5. Click the OK
O button. WMS
W
will reprint the re
equested lab
bels.

107

rinting Individual Shiipping Labe
els
Re-pr
Being able to reprint an indiv
vidual label is convenie nt when you
u only need to reprint a
few. WMS
W
can rep
print a specific label during carton packing. Th
his is true ev
ven when th
he
label was
w originally generated by the autopack funcction.
To rep
print a single
e label, log in to WMS. If the WMS
S EDI ASN D
Data Collection Module iis
installed, select Pack
P
Carton
ns from the
e WMS menu
u. In pack v
verify mode,, WMS will
matically entter the pack
k verify function. The in structions a
are the same
e for both
autom
modes
s.

1. Type the carton
c
numb
ber to be reprinted in th
he Order N
No field. Eith
her the 10 d
digit
or 20 digitt carton num
mber can be
e used.

108

e order num
mber.
2. WMS will look up the carton and automatica lly enter the
R
Lab
bel toolbar button
3. Click the Reprint

e F8 key.
, or press the

y to exit the
e order.
4. Press the Escape key
onal Shipping Labels
Printiing Additio
Printin
ng additiona
al shipping la
abels can ca
ause an ove
er ship situa
ation. Thereffore, this
functio
on is only permitted if the
t
WMS co
ontrol file Ov
ver Ship Message field is set to W for
warnin
ng. In addition, printing
g additional shipping la bels assume
es that a sta
andard quantity
of an item will be packed into
o each carto
on. The rule
es determiniing the quan
ntity placed in
c
are the same as those used by the auto
opack functtion. This fea
ature is only
y
each carton
available if the WMS
W
EDI ASN
N Data Colle
ection Modu
ule is installe
ed.
ogression Orrder Entry, select
s
the Trx menu. S
Select Pickin
ng, and then click Re-P
Print
In Pro
UCC-1
128 Labels
s to print additional ship
pping labelss.

109

1. In the Wa
arehouse fie
eld, type the warehousse location fo
or the orderr that needs
s
additional labels to be
e printed.
2. Type the order
o
numbe
er in the Or
rder No field
d. Additiona
al labels can
n only be printed
for one ord
der at a tim
me.
3. Type the item number to assign to
t the new labels in the
e Item field
d.
4. Select the Print Addiitional chec
ck box.
5. Type the number
n
of additional
a
labels to printt in the Qty
y field. Note that this is not
the quantity of the ite
em that will be placed in each carto
on, but the actual number
of cartons needed.
6. Click the OK
O button.
p
the spe
ecified number of labels.
7. WMS will print
ompletely New
N
Set off Labels forr an Order
Generating a Co
ble to start over comple
etely. The m
most
While not a normal practice, it is sometimes desirab
comm
mon reason for
f this is wh
hen a setup
p problem ca
auses labelss to be gene
erated with a
an
incorrect case pac
ck, which makes
m
each of
o the labelss incorrect. The quantitty of labels
b incorrect as well. WM
MS allows a user with ssufficient rights to delette an
would generally be
hipping syste
em so it can
n be reproce
essed as tho
ough it had never been
n
order from the sh
proces
ssed before.
The first step in this process is to delete
e the order ffrom WMS. For detailed
d instruction
ns
t Deleting
g an Order from WMS
S.
about this, refer to
Once deleted, the
e order need
ds to be rep
processed in to WMS. In Progression
n Order Entry,
enu. Select Picking, an
nd then click
k Post Pick
k Ticket Pro
ocess.
select the Trx me

110

arehouse fie
eld, type the warehousse number fo
or the orderrs to be re1. In the Wa
released.
2. In the Ord
der From and Order To
T fields, typ
pe the orderr number ra
ange of the
orders to be
b re-releas
sed.
3. Select the Re-release Orders check box.
4. Verify thatt the correctt label printter and exce
eption reporrt printer are
e specified. Click
the Selectt button to change the printer if ne
ecessary.
5. Click OK to
t continue.
6. WMS will re-release
r
the orders within
w
the range. Labelss will be gen
nerated for a
any
order that contains un
npacked qua
antities and that is for a customer configured for
or each line item on each picked o
order in the
autopack. The quantitty to pack fo
range spec
cified will be
e updated to
o the curren
nt quantity tto ship.
7. When proc
cessing is co
omplete, clic
ck Close to
o exit.
W
Loggiing In to WMS
WMS is executed external to Progression
n. It is typiccally used att a packing station.
use Progress
sion is not necessarily required
r
on that worksttation, the a
administrato
or
Becau
can prrevent acces
ss to Progre
ession from it.

111

1. Type the user
u
name in the Usern
name field.
p
in the Passw
word field.
2. Type the password
er.
3. Press Ente
erify Mode
Packing Orders in Pack Ve
The Warehouse
W
Management
M
t System ha
as many adv
vanced optio
ons for hand
dling the larrge,
multi-order shipm
ments that are
a typical fo
or EDI ASNss. However, WMS can a
also process
s
individ
dual orders efficiently. The
T
WMS pa
ack verificattion mode iss designed tto streamlin
ne
the prrocess of handling indiv
vidual orders
s.
The mode
m
is dete
ermined by settings
s
in the WMS con
ntrol file and
d the WMS customer
override file. In pack
p
verify mode,
m
the user will hav e all of the advanced o
options availlable,
hen an orde
er is entered
d in Pack Ca
artons, WMS
S will determ
mine that the customer is
but wh
configured for pack verify mo
ode, and Pack Cartons will operate
e in pack verify mode.
Packing the Ord
der
1. Log in to WMS.
W
er is not in your
y
defaultt warehouse
e, select File
e from the W
WMS menu,, and
2. If the orde
then click Change Warehouse. Type the co
orrect wareh
house locatiion code in the
Warehouse field, and then click OK.
ck Cartons.
3. Select Pac

112

4. Type or sc
can the orde
er number in
n the Orderr No field.
5. Click the New
N
Carton
n toolbar bu
utton

or press the F2 key to cre
eate a new

carton.

6. A shipping
g label will be
b generated
d and will p rint at this ttime.

113

ote: If the label did nott print corre
ectly, click th
he Reprint Label buttton
No

or press

the
e F8 key to reprint it.
7. Click the Multiplier
M
button
b

or press the F4 key to sspecify a mu
ultiplier for tthe

next item ID to be pro
ocessed.
8. Type the quantity
q
to multiply
m
the
e next item e
entered by in the Multiplier field. In
the examp
ple, the next item case pack, as de
efined in the
e ASN Bulk W
Weight cros
ssreference, will be mulltiplied by fo
our. If the ittem’s case p
pack is defin
ned as 6, th
hen
e carton.
24 eaches will be packed into the

9. In the Item Id field, scan or type any of the
e following: item number, UCC-14 (Iumber, or an
ny bar code that has be
een set up in the ASN B
Bulk
205) number, UPC nu
e.
Weight file

114

10
0. Continue to
t type or sc
can the item
m IDs being packed into
o this carton
n. A transac
ction
history box at the botttom of the screen disp lays all tran
nsactions that have bee
en
ox will be cle
processed during the session. The history bo
eared once the session is
completed
d and a new session beg
gins, or it ca
an be cleare
ed manually
y. To manua
ally
clear the transaction
t
history, high
hlight the trransaction h
history bar b
by clicking tthe
words Tra
ansaction History,
H
and
d then selecct File, Clea
ar Transacttion Historry
from the menu.
m
11
1. Once the carton
c
is fully packed, click
c
the Ne
ew Carton b
button
carton for this order.

115

to
o start a new

12
2. To remove
e an item fro
om a carton
n, click the R
Remove

toolbar button or pres
ss

the F5 key
y to enter Remove
R
from
m Carton mo
ode.
13
3. In the Item Id field, type or scan the item n
number, UC
CC-14 (I-205
5), or UPC
o be remove
ed from the carton.
number to
14
4. If necessary, use the multiplier fu
unction to m
multiply the quantity re
emoved.
15
5. Press Ente
er to remov
ve the item.
16
6. Click the Add
A

toolbar button to
t return to
o Add to Carrton mode a
and pack mo
ore

items.
Exitin
ng the Orde
er
When all cartons are packed,, the order can
c
be com pleted, or th
he user can exit the ord
der
to worrk on another one. To complete
c
the order, the
e user must have billing
g rights spec
cified
in the WMS securrity file. If th
he user does not have b
billing rightss or the order is not rea
ady
to be completed and
a
billed att this time, press Esca pe to exit the carton, a
and then pre
ess
pe again to exit the ord
der.
Escap
WMS will
w verify th
hat the orde
er is comple
etely packed
d. An inform
mation box w
will display a
any
errors
s that are found.

116

1. Click the Return
R
and
d Make Corrections bu
utton if a co
orrection nee
eds to be m
made.
2. Click the Continue
C
with
w
Errors button if th
he errors are
e acceptable
e. In the
example, click
c
Contin
nue with Er
rrors as lon
ng as the tw
wo items are
e going to be
e
back orderred.
3. WMS will either
e
return
n the user to the order so correctio
ons can be m
made, or re
eturn
the user to
o the order number field to work o
on the next o
order.
pleting the Order
Comp
A userr with WMS billing rightts will have the option tto complete
e the order. If this user also
has pa
ack cartons rights, he will
w be able to
t make corrrections to the packaging. If the u
user
does not
n have pack cartons rights,
r
he will
w only be a
able to comp
plete the ord
der or returrn it
to a packer for co
orrections.

117

can the orde
er number to
o be comple
eted in the O
Order No field.
1. Type or sc
C
Order
O
2. Click the Complete

to
oolbar button
n or press tthe F11 key
y.

s
the ord
der for errorrs, such as iitems that a
are under sh
hipped or ov
ver
3. WMS will scan
shipped, and
a
display a box with any
a
messag
ges.

urn and Ma
ake Correcttions to ret urn to the ccarton packing/pack verify
4. Click Retu
screen if you
y
have pack carton rights, or to tthe order nu
umber field if you do no
ot.
k Continue
e with Error
rs, the orde
er completio
on process w
will continue
e,
5. If you click
and then display
d
the complete
c
orrder screen.

creen allows
s shipment information
n to be entered, includin
ng
6. The compllete order sc
the ship via code to be
b used for this
t
order. U
Use Page 2 through Pa
age 6 to entter
on that migh
ht be needed
d on a bill o
of lading or o
other reportt.
informatio
118

er when all the informa
ation is ente
ered.
7. Press Ente
g
an
ny bill of lading reports that have b
been specifie
ed.
8. WMS will generate
r
to the
e Order No
o field so the
e next order can be pro
ocessed.
9. WMS will return
0. When all orders
o
have been proce
essed, click tthe Update
e Macola bu
utton
10

finalize the
e orders and
d pass the information to Progresssion. See Im
mporting
Billing Se
election Infformation using Bar Code for D
Distribution
n for information
about importing the selection
s
info
ormation intto Progression.
Packing Cartons
s for a Pick
k and Pack
k Environm ent
The ca
arton packin
ng function is used in a pick and pa
ack environment to pac
ck multiple items
into a carton. UCC
C-128 labels
s are genera
ated at this time.

1. Log in to WMS.
W
er is not in your
y
defaultt warehouse
e, select File
e from the W
WMS menu,, and
2. If the orde
then click Change Warehouse. Type the co
orrect wareh
house locatiion code in the
Warehouse field, and then click OK.
P
Cartons button.
3. Click the Pack

119

4. Type or sc
can the Prog
gression ord
der number in the Orde
er No field. To create a new
carton and
d generate a UCC-128 label,
l
you m
must first sp
pecify the orrder numberr.
WMS will then
t
link the
e carton num
mber and th
he items pla
aced into the
e carton to the
order.

5. Click the New
N
Carton
n button

or press th
he F2 key to
o create a new carton.

120

6. A UCC-128
8 label will be
b generate
ed and will p
print at this time.
ote: If the label did nott print corre
ectly, click th
he Reprint Label butto
on
No

or press

the
e F8 key to reprint it.

7. Click the Multiplier
M
button
b

to
o specify a m
multiplier fo
or the next item to be

processed.
121

d, type the quantity
q
to multiply the
e next item by. In the
8. In the Multiplier field
t
next item case pack, as define
ed in the ASN Bulk Weig
ght crossexample, the
reference, will be mulltiplied by fo
our. If the ittem’s case p
pack is defin
ned as 6, th
hen
e carton.
24 eaches will be packed into the
n or type on
ne of the following: item
m number, U
UCC-14 (I-2
205)
9. In Item Id field, scan
U
numberr, or any barr code that has been se
et up in the ASN Bulk
number, UPC
Weight file
e.

0. Continue to
t type or sc
can the item
m IDs being packed into
o this carton
n. A transac
ction
10
history box at the botttom of the screen disp lays all tran
nsactions that have bee
en
ox will be cle
processed during the session. The history bo
eared once the session is
completed
d and a new session beg
gins, or it ca
an be cleare
ed manually
y. To manua
ally
clear the transaction
t
history, high
hlight the trransaction h
history bar b
by clicking tthe
words Tra
ansaction History,
H
and
d then selecct File, Clea
ar Transacttion Historry
from the menu.
m
11
1. Once the carton
c
is fully packed, click
c
the Ne
ew Carton b
button
carton for this order.

122

to
o start a new

12
2. To remove
e an item fro
om a carton
n, click the R
Remove

toolbar button or pres
ss

the F5 key
y to enter Remove
R
from
m Carton mo
ode.
13
3. In the Item ID field, type or sca
an the item number, UC
CC-14 (I-205), or UPC
o be remove
ed from the carton.
number to
14
4. If necessary, use the multiplier fu
unction to m
multiply the quantity re
emoved.
15
5. Press Ente
er to remov
ve the item.
16
6. Click the Add
A

toolbar button to
t return to
o Add to Carrton mode a
and pack mo
ore

items.
Packing Pallets
The pa
ack pallets function
f
is used
u
to pack
k cartons on
nto pallets. T
The cartons
s can have b
been
packed by carton packing or can have been automa
atically gene
erated by th
he auto pack
k
on as a resu
ult of printin
ng pick ticke
ets. WMS ca
an also automatically crreate a carto
on
functio
around an item sc
canned dire
ectly onto a pallet.

123

124

N
Pallet toolbar buttton
4. Click the New

or p
press the F2
2 key to create a new p
pallet.

er carton pa
acking or the
e auto pack
5. To attach cartons that were creatted by eithe
s
or type
e the UCC-128 number of the carto
on in the Crrt/Ord No ffield.
function, scan

ectly to the pallet, type
e the order n
number in the Crt/Ord
d No
6. To attach an item dire
field.
125

number, UC
CC-14 (I-205
5) number, UPC
7. In the Item Id field, type or scan the item n
o any bar co
ode that has been setu
up in the ASN Bulk Weig
ght file.
number, or
8. If the custtomer is con
nfigured in the
t
custome
er override m
maintenance
e to require
e
carton UCC
C-128 labels, a UCC-12
28 label will print.
No
ote: If the label did nott print corre
ectly, click th
he Reprint Label buttton

or press

the
e F8 key to reprint it.

9. Click the Multiplier
M
button
b

to
o specify a m
multiplier fo
or the next item.

0. In the Multiplier field
d, type the number of u
units of the next item tto add to the
e
10
pallet.
11
1. Note that if the customer is configured to re quire carton
n UCC-128 llabels, a sin
ngle
y.
carton willl be created to contain the multipli ed quantity
Packing a Shipm
ment
Pack Shipments
S
tells
t
WMS what
w
cartons and palletss were comb
bined onto a truck. With
h this
functio
on, a single Progression
n order can be split into
o multiple shipments, o
or multiple
Progre
ession orderrs can be co
ombined into
o one shipm
ment.
Examp
ple 1: Durin
ng back-to-s
school seaso
on, Target ssends a sing
gle order forr 5000 carto
ons of
notepa
ads. These cartons will not fit in on
ne truck. In fact, three trucks are lined up at tthe
dock to
t handle th
he order. WM
MS defines a shipment as all palletts or cartons
s being ship
pped
on one
e truck to th
he same cus
stomer desttination. Thiis destinatio
on might be a distributio
on
centerr that will ulltimately re--route the cartons
c
to m
many stores,, but initially
y they are a
all

126

ame D/C. In
n this examp
ple, three sh
hipments, a
and thereforre three ASN
Ns,
shipping to the sa
d be created
d, one for ea
ach truck.
should
Examp
ple 2: Federrated sends a purchase
e order for 1
150 stores. P
Progression creates 150
Progre
ession orderrs. Of these orders, 50 are going to
o D/C 1, 60
0 to D/C 2 and 40 to D//C 3.
Federa
ated require
es the orderrs going to D/C
D
1 to be treated as one shipme
ent if they arre all
on one
e truck. This
s would indicate three shipments
s
a
and thereforre three ASN
Ns.

127

4. Click the New
N
Shipm
ment toolbarr button

or press the F2 key to
o open a new
w

shipment.

5. Type the shipment
s
da
ate in the Sh
hip Date fie
eld. The ship
pment date will defaultt to
today’s da
ate if not spe
ecified.

128

e
de
elivery date in the Exp Dlvy Date field. The expected delivery
6. Type the expected
date will default
d
to today’s date if not specifiied.
7. Type the ship
s
via code
e in the Shiip Via field..
g by truckloa
ad, type the
e trailer num
mber in the Trailer No field.
8. If shipping
n LTL carrierr, type the carrier’s
c
pro
o number in the Pro Nu
umber field
d.
9. If using an
0. Type the package
p
cod
de in the Pk
kg Code fiel d. The code
e must be se
et up in the ASN
10
Package Code
C
cross-rreference.
11
1. Enter any information
n needed on a bill of lad
ding or othe
er report on Page 2 thrrough
Page 6.
12
2. Once the fields
f
are co
ompleted, prress Enter a
and WMS w
will print a sh
hipment tag
g
label. This
s label is for internal use
e only. The shipment ta
ag represen
nts a physica
al
truck that will be load
ded with ord
ders going to
o a common
n destination.

13
3. Scan or ty
ype a UCC-1
128 number in the Plt/Ctn/Ord fie
eld to attach a carton o
or a
pallet to th
he shipmentt. Type the order numb
ber to attach
h the entire order to the
shipment.

129

14
4. If attachin
ng an order, the cursor will move to
o the Item Id field. Ty
ype or scan an
item ID to
o pack the ittem directly onto the sh
hipment. Th
he item is va
alidated aga
ainst
the order and UCC-12
28 labels are
e printed, iff required.
15
5. To attach all existing cartons and
d pallets for an order to
o this shipment, click th
he
olbar button.
Verify too

130

6. If the orde
er completio
on mode forr the custom
mer is set to pack shipm
ments, the o
order
16
will be marked for com
mpletion wh
hen the ship
pment is com
mpleted; oth
herwise, the
e
order mus
st be closed manually. See
S
Using W
WMS Order Completion for
informatio
on about ma
anually comp
pleting orde
ers.
17
7. The Freight and Misc
c fields will only appearr when the order completion mode
e for
mer is set to
o pack shipm
ments; if the
ey appear, ttype the app
propriate va
alues
the custom
into the fie
elds.
18
8. Press Ente
er.

19
9. When all cartons,
c
palllets and ord
ders have be
een attached
d to the shipment, click
k the
Complete
e Shipmentt toolbar button
20
0. Click the Exit
E
button

nished.
when fin

Using
g WMS Order Billing
The Warehouse
W
Management
M
t System requires orde rs to be pro
ocessed thro
ough the WM
MS
billing system to close a billin
ng cycle pro
operly. This is required whether or not the
ed to Progre
ession. If no
ot done prop
perly, proble
ems might o
occur
selection information is passe
when processing a backorderr against the order.
It is im
mportant to note that WMS
W
does not actually sselect orderrs for billing in Progress
sion,
but instead passe
es informatio
on to Progre
ession via P rogression’ss Bar Code ffor Distributtion
gression mo
odule allows
s systems lik
ke WMS to ttransfer billiing selection
n
module. This Prog
mation to Pro
ogression, and
a
is thereffore require
ed to comple
ete the auto
omation process.
inform
See Im
mporting Billing
B
Sele
ection Information Us
sing Bar Co
ode for Dis
stribution ffor
detaile
ed instructio
ons about im
mporting the
e selection iinformation.
131

des for completing orde
ers. The mo
ode used is d
determined by
WMS has three different mod
rder Completion Mode
e field in the WMS conttrol file, and
d can
the status of the Default Or
erridden forr a specific customer
c
in the custom
mer override file.
be ove
If the order comp
pletion mode
e is set to pack shipments, orders will be flagg
ged as comp
plete
when a shipment that include
es the orderr is completted. If the o
order comple
etion mode flag
is set to WMS billing, orders will be flagg
ged as comp
plete when a user spec
cifically requ
uests
s
mode
m
is conv
venient for ccompanies tthat rarely s
split
the orrder to be biilled. Pack shipments
an ord
der into mulltiple shipme
ents within a billing cyccle, while W
WMS billing is
s best for
compa
anies that frrequently sp
plit orders in
nto multiple shipments within a billing cycle. T
The
final option
o
is pac
ck cartons verify
v
mode,, which indiccates that an order is to
o be treated
d as
an ind
dividual ship
pment. Orde
er completio
on is done im
mmediately during carto
on packing, so
manua
al billing is not
n necessa
ary.
Order
r Completio
on Mode is
s Upon WM
MS Billing

132

4. Type the order
o
numbe
er in the Or
rder No field
d.

5. WMS will calculate
c
the
e order weig
ght based o
on the weigh
ht of the line
e items in th
he
Progressio
on Item Mas
ster.
6. Type the freight
f
charg
ges for the order,
o
if any
y, in the Fre
eight field.
7. Type any miscellaneous charges for the orde
er in the Misc field.
133

8. Press Ente
er.

c
the order.
9. WMS will complete
ompleted, click the Upd
date Progre
ession toolbar button
10. After all orrders are co

process all completed orders to a file that th
he Progression Bar Code
e for Distrib
bution
uick Ship Po
olling functio
on can proce
ess to selecct orders forr billing in
module Qu
Progressio
on.
d
a wa
arning mess
sage alerting
g the user that this pro
ocess is
11. WMS will display
permanent and canno
ot be undone.
t allow the process to continue, orr Cancel to abort.
12. Click OK to

134

13. After the Update
U
Prog
gression function has fin
nished, the transaction history will

display a message
m
tha
at all completed orders were poste
ed. Note tha
at the orders
s will
not be sele
ected for billling in Prog
gression unt il the Bar Co
ode for Disttribution Quick
Ship functtion has bee
en run. See Importing Billing Sellection Infformation
Using Bar
r Code for Distributio
on for inform
mation abou
ut running that process.

135

r Completio
on Mode is
s Upon Ship
pment Com
mpletion
Order

136

4. In this mo
ode, all orde
ers are flagged for comp
pletion when
n a shipmen
nt that they are
attached to
t is completed.
5. Click the Update
U
Pro
ogression toolbar butto
on

to pro
ocess all com
mpleted ord
ders

to a file th
hat the Progression Bar Code for D istribution m
module Quic
ck Ship Polling
function ca
an process to
t select ord
ders for billiing in Progre
ession.
6. WMS will display
d
a wa
arning mess
sage alerting
g the user that this pro
ocess is

permanent and canno
ot be undone.
t allow the process to continue, orr Cancel to abort.
7. Click OK to

137

8. After the Update
U
Prog
gression function has co
ompleted, th
he transaction history w
will

display a message
m
tha
at all completed orders were poste
ed. Note tha
at the orders
s will
not be sele
ected for billling in Prog
gression unt il the Progre
ession Bar C
Code for
Distributio
on module Quick
Q
Ship fu
unction has been run. S
See Importting Billing
g
Selection
n Informatiion Using Bar
B Code fo
or Distribution for info
ormation ab
bout
that proce
ess.
Impo
orting Billin
ng Selection Informattion using Bar Code ffor Distribu
ution
WMS does not actually selectt Progressio
on orders for billing. Insstead, it inte
erfaces with
h
ession’s Barr Code for Distribution module
m
to p
pass order se
election info
ormation intto
Progre
Progre
ession.
Once the Update Progression
n function ha
as been com
mpleted, the
e Progressio
on Quick Ship
on of the Ba
ar Code for Distribution module can
n be used to
o import thiis informatio
on
functio
into Progression.
elect the Trx
x menu. Select Polling
g, and then cclick Quick Ship.
In Barr Coding, se

138

S
Pollin
ng button to
o begin the p
polling proccess. This prrocess will
1. Click the Start
retrieve all orders tha
at were proc
cessed by th
he Update P
Progression ffunction and
d
n orders bas
sed on the in
assed from
select the Progression
nformation that was pa
WMS.

139

ease refer to
o your
2. Once complete, the order will be selected fo r billing. Ple
Progressio
on O/E manu
ual for instructions on ccompleting tthe billing c
cycle.
Note:: This progra
am can be started
s
on a dedicated machine an
nd run contin
nuously, wh
hich
allows
s WMS to se
end billing in
nformation to
t Progressi on instantaneously. This is not usu
ually
necessary, but is available if desired.
Deletting an Ord
der from WMS
W
When necessary, the work do
one on an order
o
in WM S can be removed. This process sh
hould
not be
e taken lighttly, and only
y certain users should b
be given acccess to this functionalitty.
1. Log in to WMS
W
as a us
ser with ma
ass deletion rights.
W
Inquiry toolbar button
b
2. Click the WMS

o
or press the F3 key to launch the W
WMS

Inquiry.

e that the cu
urrent view is By Order Number, Carton, Item. If not, sele
ect
3. Make sure
View from
m the menu,, and then change
c
the v
view to By O
Order Num
mber, Carto
on,
Item.
er is not in your
y
defaultt warehouse
e, click Whs
se Code. Ty
ype the correct
4. If the orde
warehouse
e location co
ode in the Warehouse
W
e field, and tthen click O
OK.
5. Type the order
o
numbe
er to be dele
eted in the Order # fie
eld.
k the order number
n
in the list, and then click D
Delete.
6. Right-click

140

7. WMS will display
d
a me
essage that the order w
will be deleted. Click Ye
es to continue.
d
the order
o
and alll associated cartons fro
om the shipp
ping system
m.
8. WMS will delete
er is attache
ed to a completed shipm
ment, the order cannott be deleted
Note:: If this orde
withou
ut first re-op
pening the shipment.
s
9. Exit the inquiry when done.
he Totals fo
or an Orde
er in WMS
Recallculating th
Althou
ugh rare, the system to
otal values for an order line item ca
an become out of synch
h
with the transactiion files. This is most likely to happ
pen if a problem occurs
s during
ment complettion. A utilitty has been provided to
o recalculate
e the totals for the orde
er
shipm
when necessary.
1. Log in to WMS
W
as a us
ser with ma
ass deletion rights.
2. Click the WMS
W
Inquiry toolbar button
b
Inquiry.

141

or press the
e F3 key to launch the WMS

e that the cu
urrent view is By Order Number, Carton, Item. If not, sele
ect
3. Make sure
View from
m the menu,, and then change
c
the v
view to By O
Order Num
mber, Carto
on,
Item.
er is not in your
y
defaultt warehouse
e, click Whs
se Code. Ty
ype the correct
4. If the orde
warehouse
e location co
ode in the Warehouse
W
e field, and tthen click O
OK.
5. Type the order
o
numbe
er requiring re-calculat ion in the O
Order # field
d.
k the order number
n
in the list, and then click R
Re-calculatte Order
6. Right-click
Totals.

d
a me
essage that the order ttotals will be
e recalculate
ed. Click Ye
es to
7. WMS will display
continue.
r
the
t
quantity
y packed, qu
uantity com
mpleted, quantity billed, and
8. WMS will recalculate
quantity posted
p
for th
he order bas
sed on value
es in the shiipment tran
nsaction table.
9. Exit the In
nquiry when done.
Generating an Advanced
A
Ship
S
Notice
e Using WM
MS Shipme
ent Informa
ation
n EDI Bar Co
ode Holding File sub-m odule and tthe WMS ED
DI ASN Data
If the Progression
Collec
ction Module
e are not both installed,, ASN creatiion cannot u
use WMS sh
hipment
inform
mation. Refe
er to the EDII manual for instruction
ns about generating an ASN withou
ut
using WMS shipm
ment informa
ation.
The Prrogression EDI
E
ASN sub
b-module is used to ge nerate an advanced ship notice. Before
an ASN can be crreated, the order
o
must have been a
at least sele
ected for billing if O/E is
s set
nfirm Bill. Iff O/E is set to
t Confirm Ship,
S
the orrder must ha
ave been att least shipp
ped,
to Con
and if set to Conffirm Pick the
e order mus
st have been
n at least picked. The o
order can ha
ave
had th
he invoice printed, and it is possible to genera
ate the ASN after the orrder has bee
en
posted
d. However,, since data on the orde
er cannot be
e changed a
after the inv
voice is postted, it
is generally recom
mmended to
o create the ASN before
e the invoice
e is posted. This allows
s
o
such as the ship
p date or shiip via code, to
incorrect or missing informattion on the order,
e ASN.
be corrrected so itt can be inclluded on the
If the WMS EDI ASN
A
Data Co
ollection module and th e Progressio
on EDI Bar Code Interfface
File su
ub-module are
a installed
d, WMS can greatly sim plify ASN crreation in Prrogression b
by
elimin
nating the ne
eed to manu
ually enter all
a the carto
on and palle
et informatio
on for a
shipm
ment. The infformation co
ollected by WMS
W
will be
e used durin
ng the ASN creation ins
stead.
1. Click Trx on
o the Progression EDI menu. Clic k Outbound, and then
n click Creatte.

142

g the ASN frrom an open
n order, clicck the Curre
ent
a) If you are creating
Orders) button.
Data(O
e Starting Order/Invoice
e No field.
2. Tab to the

143

f
order number, if yo
ou are filter ing by order number. T
To create ba
ased
3. Type the first
on all orde
ers, leave th
his set to All.
Note:: Even if the
e invoice has
s been printted for the o
order, if the
e invoice has
s not been
posted
d yet, you must
m
enter the
t
order nu
umber here,, not the inv
voice numbe
er.
4. Type the last order nu
umber in the Ending O
Order/Invo
oice No field
d, if you are
e
y order num
mber. To create based o
on all orderss, leave this set to All.
filtering by
5. b) If you are
a creating the ASN fro
om a posted
d invoice, click the Pos
sted
Data(Inv
voices) buttton.
6. Tab to the
e Starting Order/Invo
O
oice No fiel d. Type the
e first invoice
e number, if you
are filterin
ng by invoice
e number. To
T create ba
ased on all invoices, lea
ave this set to
All.
7. Type the last invoice number in the
t
Ending Order/Inv
voice No fie
eld, if you are
y invoice nu
umber. To crreate based on all invoiices, leave tthis set to A
All.
filtering by
8. If you are filtering by customer number,
n
typ
pe the startin
ng custome
er number in
n the
Starting Customer
C
No
N field. To
o create base
ed on all customers, leave this sett to
All.
9. If you are filtering by customer number,
n
typ
pe the ending customerr number in the
Ending Cu
ustomer No field. To create
c
based
d on all custtomers, leav
ve this set tto
All.
10
0. If you are filtering by order date,, type the sttarting orde
er date in the Starting
Order Date field. To create base
ed on all ord
der dates, le
eave this set to All.
11
1. If you are filtering by order date,, type the e nding orderr date in the
e Ending Orrder
Date field. To create based on alll order date
es, leave thiis set to All.
12
2. If you are filtering by O/E ship da
ate, type th e starting ship date in the Startin
ng
Ship Date
e field. To create based
d on all ship dates, leav
ve this set to
o All.
13
3. If you are filtering by O/E ship da
ate, type th e ending sh
hip date in th
he Ending Ship
Date field. To create based on alll ship datess, leave thiss set to All.
14
4. Select the 856 (Advan
nced Ship Notice)
N
check
k box.
15
5. You can fu
urther refine
e which orde
ers are inclu
uded using tthe Include
e Order Sta
atus
drop-down
n list box. To include all orders reg
gardless of sstatus, leave
e this set to All.
16
6. Click the OK
O button. Progression
P
EDI will be gin the ASN
N creation process.
17
7. If a flatfile
e still exists from the las
st outbound
d creation, P
Progression will display a
messaging
g prompting
g you to app
pend, erase,, or cancel.
18
8. Append -- Saves the
e data alread
dy in the fla tfile and pla
aces the new
w data at th
he
end of it.
19
9. Erase -- Deletes
D
the data already in the flattfile and rep
places it with
h the new data.

144

0. Cancel -- Saves the data
d
already
y in the flatffile and doe
es not create
e any new d
data.
20
Stops the ASN creatio
on process.
21
1. Progressio
on will sort the
t
orders based
b
on the
e filter criterria specified
d, and then
display the
e ASN Shipm
ment Level Maintenance
e screen. Note that the
e ASN Shipm
ment
Level Main
ntenance screen will be displayed o
once for eacch ASN that is created.

22
2. The ASN Shipment
S
Le
evel Mainten
nance screen
n allows you
u to enter o
or override
certain shiipment deta
ails for this ASN.
A
Althou
ugh most orr all of these
e fields will c
come
up with de
efault inform
mation in the
em, you can
n only enterr data in a fiield and hav
ve
that override appear on
o the ASN if the forma
at that you are using pulls data fro
om
ORMAT.TXT lists that a shipment va
alue is pulle
ed from a
that field. If the EDFO
shipment level (S reco
ord) field in the EDBBC
CIFL, then yo
ou can gene
erally overriide it
nformation on
o this scree
en is only fo
or the shipm
ment level off the
on this scrreen. The in
ASN. It will not affect the order, tare, pack, or item leve
els of the AS
SN.

145

23
3. If the Misc
c Info butto
on is active on the ASN
N Shipment Level Mainttenance scre
een,
click it to enter
e
inform
mation in the
e ASN misc fields. The data expectted in a mis
sc
field and the label displayed for the
t
misc fielld are deterrmined by th
he ASN form
mat.
24
4. To continu
ue with the ASN
A
creation, click OK or press the Enter key
y.
25
5. When the ASN creatio
on is comple
ete, Progresssion will dissplay a message asking
g if
you want to
t print the transmissio
on report. C
Click Yes to print the re
eport, or No to
continue without
w
printting the rep
port.
26
6. The outbound creation will close automatica lly.

146

Chapter 8: WMS Pr
rocessin
ng – P/O
O Receiving
Relea
asing Purch
hase Order
rs to WMS using Postt P/O Printt Processin
ng
Post Purchase
P
Ord
der Print Pro
ocessing relleases purch
hase orders that have b
been release
ed
and printed in Pro
ogression to
o WMS. Rece
eipts againsst the purchase order can then be
ed from WM
MS RF device
es.
entere
In the
e Progression P/O modu
ule, select Trx,
T
Print P urchase Orders, Postt PO Print
Proce
essing.

1. Type the warehouse
w
to
t be proces
ssed in the W
Warehouse
e field. Leav
ve this field
blank to process all warehouses.
w
2. Type a purchase orde
er number ra
ange, or lea
ave the PO N
Number Frrom and PO
O
T fields bla
ank to proce
ess all orderrs. Note thatt any printe
ed purchase
Number To
order with
hin the range
e that has not
n been pre
eviously sen
nt to WMS w
will be
processed. In addition
n, any printe
ed purchase
e order with
hin the range that has h
had a
w be proce
essed, even if the purch
hase order h
has
change to the quantitty ordered will
been previously released.
3. Select the Re-Releas
se check box to force p
purchase ord
ders to be re
e-released e
even
if no quantity change has been made
m
since tthe purchase order was
s previously
T
is typic
cally used when a purch
hase order h
has been de
eleted from
released. This
WMS.
4. Click the OK
O button.
A
Repo
ort button to
o print a rep
port of the P
POs released
d by this
5. Click the Audit
process.

147

essing a Re
eceipt Agaiinst a Purchase Orde r
Proce
The WMS
W
Receiving function processes receipts
r
aga
ainst a purch
hase order tthat was
entere
ed into the Progression
P
Purchase Order
O
module. Additiona
ally, productt labels can be
generated during this proces
ss.

1. Log in to WMS
W
on an RF handheld
d device.
ceiving, and then selec
ct Receive P/O’s.
2. Select Rec

n use the do
ock as bin m
mode in WMS
S. If
3. If you are using bins in Progression, you can
this option
n is turned on,
o WMS willl prompt fo
or a dock; ottherwise, it will skip this
field.

148

ck field, typ
pe the Progrression bin n
number thatt represents
s the dock to
4. In the Doc
which you are receivin
ng product. All subsequ
uent receiptts will be pro
ocessed aga
ainst
ntil you chan
nge the dock.
this bin un

p
ord
der numberr for the purrchase orderr that you a
are receiving
g in
5. Type the purchase
the PO fie
eld.
6. If this is a release aga
ainst a blanket PO, type
e the releasse number in
n the RLS field.
dor has bee
en configured to print a warehouse P/O scan sheet, WMS will
7. If the vend
print it at this time.

m, if necess
sary.
8. Press the F4 key to specify a multiplier for t he next item

149

v
to multiply the ne
ext item qua
antity by in the Mlt field. In the
9. Type the value
example, the
t
next item quantity will be multtiplied by fo
our.
10
0. Scan or ty
ype one of th
he following
g in the Itm
m field: item number, UC
CC-14 (I-20
05)
number, UPC
U
numberr, or any barr code that has been se
et up in the ASN Bulk
Weight file
e.
11
1. WMS will determine
d
iff putaway ta
ags are in u se and print one if requ
uired.
12
2. WMS will validate
v
the item against the purch
hase order a
and determiine if produc
ct
labels are required. Iff so, it will either
e
autom
matically prin
nt them or p
prompt the
user. See Overriding
g Product Labels
L
Whe
en Promptiing for deta
ails about
bels.
prompted product lab
13
3. When all receipts
r
hav
ve been ente
ered, press the Escape
e or CLR key
y on the RF
device.

14
4. WMS will verify
v
if the purchase order has be
een fully received; if nott, a list of ittems
that have not been fu
ully received
d will be disp
played.
15
5. Use the up
p and down arrow keys
s to scroll th rough the liist.
16
6. After revie
ewing, press
s the Escap
pe or CLR ke
ey on the R
RF device.

150

7. WMS will prompt
p
the user to com
mmit the recceipts.
17
18
8. Press Ente
er to commit the receip
pts. Once co
ommitted, W
WMS will upd
date the
Progressio
on inventory
y. Any chang
ges or corre
ections other than addittional receip
pts
must then be made frrom a works
station.
19
9. Press Esca
ape or CLR
R to place the receipts o
on hold inste
ead of comm
mitting them
m.
This will not delete the receipts.
Overr
riding Prod
duct Labels
s When Pro
ompting
The WMS
W
Receiving function can produc
ce product la
abels as recceipts are en
ntered. During
setup,, labels are configured to
t print auto
omatically, not to printt at all, or to
o prompt the
user before
b
printing. This can
n be set as a global deffault, overridden by ven
ndor, and
overridden by ven
ndor item; it can also be
b set differe
ently for each PO layerr. See Contrrol
M
ce Function
n, Purchase
e Order Ta b for inform
mation about the global
File Maintenanc
setting
gs. See Ven
ndor Overr
ride File Ma
aintenance
e for informa
ation about overriding b
by
vendo
or. See Vend
dor Item Override
O
File Mainten
nance for information a
about overriding
by ven
ndor item.

151

ering receiptts, type or scan
s
the item
m code in th
he Itm field
d.
1. While ente

d
the PO number,, the item n umber, and
d the quantitty being
2. WMS will display
received.
ayer set to prompt for product labe
el printing, WMS will diisplay the
3. For each la
number off labels to be printed, th
he item ID, and the quantity per la
abel. If a lay
yer is
set not to print or alw
ways to printt, that layerr will not be displayed.
p and down arrow keys
s to scroll th rough the e
entries.
4. Use the up
e entry to print.
5. Type Y or 1 to set the
e entry not to print.
6. Type N or 0 to set the
152

e the entry.
7. Type C or 2 to change

nge an entry
y, WMS will display a sccreen showing the layerr
8. If you choose to chan
nged, the nu
umber of labels to be p
printed, and the item ID
D that will be
being chan
associated
d with those
e labels.
ype a new number of la
abels to prin
nt. This will o
only change
e the numbe
er of
9. You can ty
labels for the
t
layer, not the quan
ntity receive d.
0. Use the arrrow keys to
o select a different pack
kage code to
o use for the layer, which
10
will change the number of labels calculated a
and the item
m ID associa
ated with th
he
label.
11
1. Press Ente
er to save the change.

153

2. When all changes
c
hav
ve been mad
de, press Es
scape or CL
LR on the R
RF device.
12
13
3. WMS will print
p
the lab
bels.
Verify
ying What Is Open on
n a Purchase Order
There are severall ways to ha
ave WMS dis
splay a veriffication scre
een for a pu
urchase orde
er.
WMS will
w automatically displa
ay a verifica
ation screen
n when a use
er finishes p
processing
receip
pts and esca
apes out of the
t
purchase order. See
e Processin
ng a Receipt Against a
Purch
hase Order
r for more in
nformation.
During
g receiving, a user can also reques
st a PO veriffication scre
een by press
sing the F7 key
in eith
her the Mlt or Itm field
d.

154

w
having to enter receipts.
A userr can also verify a PO without

1. To check the
t
status of a purchase
e order with
hout enterin
ng receipts, log in to WM
MS
on an RF handheld
h
de
evice.
2. Select Rec
ceiving, and then selec
ct Verify P/
/O.

3. Type the purchase
p
ord
der numberr to verify in
n the PO field. If this is a release
against a blanket PO, type the re
elease numb
ber in the RLS field.

155

d
a listt of items fo
or the PO w hich are currrently not ffully receive
ed.
4. WMS will display
wn arrow key
ys to scroll tthrough the
e list.
5. Press the up and dow
ewing the lis
st, press the
e Escape orr CLR key o
on the RF de
evice to exitt.
6. After revie

156

Chapter 9: WMS Pr
rocessin
ng – I/M
M Trans
sactions
Proce
essing an Inventory
I
Issue
I

1. Log in to WMS
W
on an RF handheld
d device.
ventory, an
nd then select Issues.
2. Select Inv

q
to issue
i
in the Mlt field.
3. Type the quantity
can an item number, UP
PC code, UC
CC-14, or an
ny other barr code that has
4. Type or sc
been confiigured to represent the
e item in the
e Itm field.
157

m is binned/llotted, you will
w be prom
mpted for th
he bin/lot nu
umber.
5. If the item
a
ly process the issue an d remove th
he quantity from inventtory.
6. WMS will automatical
essing an Inventory
I
Receipt
R
Proce

1. Log in to WMS
W
on an RF handheld
d device.
2. Select Inv
ventory, an
nd then select Receipts
s.

3. Type the quantity
q
to receive
r
in th
he Mlt field..
4. Type or sc
can an item number, UP
PC Code, UC
CC-14, or an
ny other bar code that has
been confiigured to represent the
e item in the
e Itm field.
158

m is binned/llotted, you will
w be prom
mpted for th
he bin/lot nu
umber.
5. If the item
a
ly process the receipt a
and add the quantity to
o inventory.
6. WMS will automatical
essing an Inventory
I
Transfer
T
Proce

1. Log in to WMS
W
on an RF handheld
d device.
2. Select Inv
ventory, an
nd then select Transferrs.

3. Type the warehouse
w
to
t transfer product
p
to in
n the To field. The From field is
automatically set to the user’s cu
urrent wareh
house.

159

q
to receive
r
in th
he Mlt field..
4. Type the quantity
m field, type
e or scan an item numb er, UPC cod
de, UCC-14, or any othe
er
5. In the Itm
bar code that
t
has bee
en configure
ed to represe
ent the item
m.

nsfer is for a binned item
m, WMS wil l prompt forr the bin to transfer pro
oduct
6. If the tran
from.
m being transferred is a binned item
m, the progrram will pro
ompt for a b
bin to
7. If the item
transfer prroduct to.

160

a
y in inventorry.
ly process the transfer and move tthe quantity
8. WMS will automatical
essing a Ph
hysical or Cycle
C
Count
Proce
WMS allows you to
t enter cou
unt informattion with an RF device d
during a phy
ysical or cyc
cle
ormation ab
bout creating
g a physicall or
count.. See the Prrogression I//M user manual for info
cycle count.
c
Once created, WM
MS can proc
cess the cou
unt as eitherr a directed or a non-diirected coun
nt.
g
Directed Count Processing
nt process is
s particularly useful in b
binned environments. T
The count
The diirected coun
should
d be created
d with the so
ort by bin option activa
ated. Each R
RF user is given a batch
h
code and
a
range of
o tags to count.

161

1. Log in to WMS
W
on an RF handheld
d device.
2. Select Inv
ventory, an
nd then select Count Ta
ags.

3. Select Dir
rected Coun
nt from the Count Tagss menu.

162

b
number in the Ba
atch # field .
4. Type the batch
s
tag number in the
t
Tag # ffield.
5. Type the starting

d
the bin and item
m to count.
6. WMS will display
c
in the Mlt field.
7. Type the count

163

m field, type
e the item nu
umber, UPC
C number, U
UCC-14 num
mber, or any
y
8. In the Itm
other bar code that re
epresents th
his item. No
ote that if yo
ou type the UCC-14 cas
se
d should be the numbe
er of cases.
code, the quantity in the Mlt field
v
that you are co
ounting the correct item
m.
9. WMS will validate
0. Scan the bin
b number to confirm that
t
you are
e at the corrrect bin. If tthe wrong b
bin is
10
scanned, WMS
W
will ge
enerate an error
e
messag
ge.
11
1. After the current
c
coun
nt is entered
d, WMS will direct you tto the next item.
12
2. When finis
shed with yo
our range, press
p
Escap
pe or CLR to
o exit.
Non-D
Directed Co
ount Proce
essing
The no
on-directed count proce
ess is partic
cularly usefu
ul for non-binned or full physical
situatiions. Each RF
R user is giiven a batch
h to count a nd directed to a specifiic area or aiisle
of the warehouse
e.

164

1. Log in to WMS
W
on an RF handheld
d device.
2. Select Inv
ventory, an
nd then select Count Ta
ags.

3. Select Non
n-Directed
d Count from
m the Countt Tags menu
u.

165

b
code in the Batch
h # field.
4. Type the batch

c
qua
antity in the Mlt# field.
5. Type the counted

166

m# field, typ
pe or scan the item num
mber, UPC n
number, UC
CC-14 number,
6. In the Itm
or any oth
her bar code
e representin
ng the item being coun
nted. Note th
hat if you ty
ype a
UCC-14 ca
ase code, th
he quantity in
i the Mlt# field should
d be the cas
se quantity.

m is binned, WMS will prompt for a bin number. Type or s
scan the bin
7. If the item
number.
u
the tag
t
for that item-bin co
ombination.
8. WMS will update

167

mplete, press
s Escape orr CLR to ex it.
9. When com
S
Inquiiry on RF Devices
D
Viewiing a Bin Stock
Using a WMS RF device,
d
an item can be located in a warehouse
e without go
oing to a
works
station.

1. Log in to WMS
W
on an RF handheld
d device.
2. Select Inv
ventory, an
nd then select Stock In
nquiry.

168

her By Item
m or By Bin from the Stock Inquiry
y menu.
3. Select eith

m
– In the Itm field
d, type or sccan the item
m number, U
UPC numberr,
4. By Item mode
UCC-14 nu
umber, or any other ba
ar code repre
esenting the
e item to be
e located.
d
the item numbe
er, the total for the currrent wareho
ouse, and th
he
5. WMS will display
location off the items, if bins are in
i use.

169

ode – In the
e Bin field, type
t
or scan
n the bin nu
umber.
6. By Bin mo
d
the items and quantity
q
on h
hand in the bin.
7. WMS will display
oggle betwe
een By Item
m and By Bin
n modes.
8. Press the F6 key to to
oggle betwe
een showing
g zero quanttities and hiding zero
9. Press the F8 key to to
quantities.
0. Use the up
p and down arrows to scroll
s
throug
gh pages.
10
11
1. After revie
ewing the lis
st, press the
e Escape orr CLR key to
o exit.

170

Chapter 10: WMS Process
P
sing – Prroductio
on Orde
ers
Enter
ring Produc
ction for a Production
n Order
The Prroduction fu
unction allow
ws you to en
nter producttion for rele
eased production orders
s on
an RF device.

1. Log in to WMS
W
on an RF handheld
d device.
2. Select Production.
e to Stagin
ng Bin is acttivated in th
he WMS Con
ntrol File, W
WMS will prompt
3. If Receive
for a bin. Type
T
the bin
n for the pro
oduction in the Bin field.

171

p
order
o
numbe
er in the Orrd field.
4. Type the production
d
the item numbe
er for this orrder in the I
Itm field.
5. WMS will display

q
pro
oduced in the Qty field.
6. Type the quantity
C
field
f
if the o
order is com
mplete; type N if the ord
der is
7. Type Y in the Order Complete
ete.
not comple

172

omponent in
n the parent item, WMS
S will promp
pt for
8. If there is a lotted or serialized co
the lot or serial
s
inform
mation.
9. If the item
m is a binned
d item, WMS
S will promp
pt for the bin informatio
on.
10
0. WMS returrns to the Ord
O
field for the next prroduction tra
ansaction. E
Enter the ne
ext
transaction, or press Escape or CLR
C
to retu
urn to the W
WMS System Menu.

173

Chapter 11: WMS Process
P
sing – Sh
hop Floo
or Trans
sactions
s
Issuin
ng Materia
al to a Shop
p Order

1. Log in to WMS
W
on an RF handheld
d device.
op Floor, and then sele
ect SFC Ma terial.
2. Select Sho

S
order number in th
he Ord field..
3. Type the SFC
ed, type the
e path in the
e Pth field.
4. If prompte

174

or the item, press the F
F4 key. Type
e the quantity in the Mlt
5. To enter a quantity fo
field.

m field.
6. Type the item number in the Itm

m is lotted orr serialized, WMS will p
prompt for the lot or serial numberr. If
7. If the item
you typed a quantity in the Mlt field,
f
you wi ll need to enter serial n
numbers forr the
entire quantity.
O
field for the next m
material issue
e. Continue issuing material
8. WMS returrns to the Ord
for the sho
op order, orr press Esca
ape or CLR to return to
o the WMS S
System Men
nu.

175

ring Activitty for a Sho
op Order
Enter

9. Log in to WMS
W
on an RF handheld
d device.
0. Select Sho
op Floor, and then sele
ect SFC Acttivity.
10
11
1. If prompte
ed for a bin number, type it in the Bin field. T
This bin num
mber is the
default forr subsequen
nt activity trransactions until you clo
ose the SFC
C Activity scrreen.

12
2. Type the order
o
numbe
er in the Or
rd field.
13
3. If prompte
ed, type the
e path numb
ber in the Ptth field.
14
4. Type the operation
o
nu
umber in the
e Opr field.
176

5. If prompte
ed, type the
e departmen
nt number in
n the Dpt field. Press th
he F7 key to
15
search for a departme
ent number.
16
6. If prompte
ed, type the
e work cente
er number in
n the Wct ffield. Press tthe F7 key tto
search for a work cen
nter numberr.

17
7. In the Lab
bor section, type the nu
umber of lab
bor hours in the Hrs fie
eld. You cannot
enter hourrs exceeding
g 23.5. If yo
ou need to e
enter more than 23.5 h
hours, enterr
multiple trransactions to split the hours.
18
8. Type the employee
e
nu
umber in the Emp field
d. This mustt be an emp
ployee set up
p as
a manufac
cturing employee. Press
s the F7 key
y to search for the emp
ployee.
19
9. If prompte
ed, enter the labor grad
de in the Grrd field. Presss the F7 ke
ey to search
h for
the labor grade.
g
20
0. If the operration has a machine, type
t
the num
mber of machine hours
s in the Hrs field
in the Mac
chine section
n.
21
1. If the operration has a machine, type
t
the ma
achine numb
ber in the No field.
22
2. In the Qua
antities secttion type the
e quantity ccomplete in the Cmp fie
eld.
23
3. If the operration is com
mplete, type
e Y in the O
Opr Comple
ete field; if n
not type N.

177

4. Type the scrap
s
quantiity in the Qtty field in th
he Scrap section.
24
25
5. If you ente
ered a scrap
p quantity, type
t
the scrrap code in the Cde field. Press F7
7 to
search for the scrap code.
c
26
6. If the operration is a Y count point operation,, type any rrejected qua
antity in the Qty
field in the
e Rejected section.
s
27
7. If you ente
ered a rejec
cted quantity, type a re
eject reason code in the
e Rsn field.
Press the F7 key to se
earch for th
he scrap rea son code.
28
8. Type a non-conformin
ng material location in tthe NCM fie
eld. Press th
he F7 key to
o
ocation.
search for the NCM lo
29
9. Type the reject
r
item number
n
in the Itm field
d.
30
0. WMS returrns to the Ord
O
field to process
p
the next activitty transactio
on. Continue
processing
g transaction
ns. Press Es
scape or CL
LR to return
n to the WMS System M
Menu
when done
e.

178

Chapter 12: WMS Inquiry
I
One of the most powerful
p
fea
atures of the
e Warehousse Managem
ment System
m is the WMS
S
Inquirry. This prog
gram is inva
aluable to sh
hipping man
nagers and p
personnel w
who need to
review
w the status
s of a shipment.
The WMS
W
Inquiry provides fiv
ve views intto the shipp
ping system data. All vie
ews have a
similar format witth an expan
ndable tree view
v
on the left and de
etailed inform
mation on th
he
mong the av
vailable view
ws by clickin
ng View on the WMS Inquiry menu.
right. Navigate am
The PO
O/Order/Carton/Item view
v
groups orders with
h the same ccustomer an
nd purchase
e
order number. Th
his is commo
only used when
w
custom
mers send ED
DI orders w
with the same PO
number for many
y stores. This view gives
s the shippi ng manager an overvie
ew of the en
ntire
PO.
O
n/Item view is used to see
s
the carttons that ha
ave been packed for a
The Order/Carton
specific order.
abel/Pallet/C
Carton/Item
m view is use
ed to determ
mine what a specific UC
CC-128 labe
el
The La
was used for. This can be handy if a box
x is found in
n the wareho
ouse with a label, but n
no
nows why itt was packed.
one kn
The Shipment/Pallet/Carton view is used
d to see all pallets and cartons tha
at have been
n
packed.
ent/Pallet/C
O
Carton/Item view is use
ed to see alll shipments for an orde
er,
The Order/Shipm
including the palle
ets and carttons on each shipment..
W
Inquiry can be accessed from anywhere w
within WMS by clicking the telescope
The WMS
icon

oolbar.
on the to

179

Inquiry by PO/Orderr/Carton/Item

t
order nu
umber in the
e tree to dis
splay summ ary line item
m informatio
on in the
Click the
Purcha
ase Order Details
D
sectio
on of the screen. Click an item to d
display deta
ailed informa
ation
about that item.
The in
nquiry uses color to provide easy visual identiffication of an item’s sta
atus. If an ittem
number is display
yed in blue, that item is
s under ship
pped or not fully packed
d. An item
d in red is cu
urrently ove
er shipped. IIf an item n
number is diisplayed in
number displayed
n completely
y packed as ordered.
black, it has been

180

Chapter 13: WMS File
F
Maintenanc
ce
As ord
ders and shiipments are
e processed in WMS, da
ata is written
n to various
s files. Over
time, these files can
c
become
e large, degrrading perfo
ormance. Se
etting up a rregular
edule to purrge WMS related files w
will help prev
vent perform
mance issue
es.
maintenance sche
em maintena
ance, these steps shou ld only be p
performed after comple
eting
As witth any syste
and ve
erifying a fu
ull system backup.
WMS Purge Utility
The WMS
W
File Utillity Purge fu
unction will purge the fo
ollowing file
es:
WMS Pack
k Header (OE
EPCKHDR)
Pack Line (OEPCKLIN))
n Shipment (OESHPTSL
L)
Shipment Transaction
SHPTTL)
Pallet (OES
Carton (OE
ESHPTCL)
Item (OES
SHPTIL)
Bin Serial Lot (OESHP
PTBS)
PTCW)
Catch Weight (OESHP
In the
e System Ma
anager Proce
esses menu
u, click WMS
S File Utilitties, and then select
Purge
e. Type a da
ate in the Pu
urge Activiity On and Before fielld, and then
n click Purg
ge.
The da
ata is then purged
p
base
ed on the da
ate entered in the Purg
ge Activity On and Be
efore
field. If
I the date specified
s
is less than on
ne year old, a warning message will be display
yed
asking
g you to verrify that you
u want to pu
urge the datta. Once you
u purge, tha
at historical data
is lost and can on
nly be retriev
ved by resto
oring it from
m a backup. You should
d never ente
er a
Purge
e Activity On
O and Beffore date th
hat would pu
urge active sshipments.
Manu
ually Purgin
ng WMS Filles
In add
dition to run
nning the WMS purge utility, the O EBOLWRK ffile and VICS
S BOL files n
need
to be purged periodically. These files are
e not cleare
ed by the WM
MS purge uttility and must
anually initia
alized.
be ma
1. In the Sys
stem Manager Processe
es menu, clicck WMS Fille Utilities,, and then s
select
File Initia
alize.
2. Select the check boxe
es for the fo
ollowing filess:
OEBOLWR
RK – Bill of Lading
L
Proce
essing File
EDVICSHD
D – VICs BOL Header
EDVICSL1 – VICs BOL
L Sub 1

181

L Sub 2
EDVICSL2 – VICs BOL
3. Click the Save
S
toolbar button to initialize the
e files.
4. WMS will display
d
a me
essage to co
onfirm that you want to
o re-initializ
ze the file. T
This
message is displayed once for ea
ach file. Clic k Yes to initialize the ffile.
5. Once complete, WMS automatica
ally clears th
he check box
xes for the files.
Purging the EDI
I Barcode Holding
H
Interface File
e
t
Progress
sion EDI ASN submodu le and EDI B
Barcode Hollding Interfa
ace
If you are using the
odule, WMS
S will write shipment
s
infformation to
o a file called
d EDBBCIFL
L. The ASN
submo
creatio
on process can
c
then access the data in this file to return shipment re
elated
inform
mation to the
e customer on the ASN.
Over time,
t
this fille can becom
me very larg
ge, degradin
ng ASN crea
ation performance.
Althou
ugh no purge function exists
e
in Pro
ogression ED
DI or WMS ffor maintena
ance of the
EDBBC
CIFL EDI Ba
arcode Interrface file, it can be purg
ged by initia
alizing the file in System
m
Manag
ger.
Note that
t
you sho
ould have a verified sys
stem backup
p before com
mpleting the
ese steps. A
All
users must be out of ASN cre
eation and WMS
W
shipme
ent complettion during tthe file
initialization. Therefore, it is recommend
ded to perfo
orm this pro
ocedure after completing all
ments and se
ending all AS
SNs for the day.
shipm
e Distributtion, and th
1. In the Sys
stem Manager Processe
es menu, clicck Initialize
hen
select EDI
I Files.
2. Select only
y the ASN Barcode
B
Inte
erface File ( EDBBCIFL) check box.
3. Click the Save
S
toolbar icon.
e will be displayed asking you to co
onfirm that you want to
o initialize the
4. A message
ASN Barco
ode Interfac
ce (EDBBCIF
FL) file. Click
k Yes to inittialize the fiile.

5. Once the file
f is initialized, Progre
ession will re
eturn to the
e Initialize EDI Files scre
een.
Exit the sc
creen.
If you are using Pervasive.SQ
P
QL, you will also need tto run the W
WMS key cre
eation. Micro
osoft
W
key cre
eation step a
after initializ
zing the ASN
N
SQL users do not have to perform the WMS
Barcod
de Interface
e file.
1. In the WM
MS Utilities menu,
m
click File Initial ize.
K
Creatio
on tab.
2. Click the Key
C
Interfface (EDBB
BCIFL) checck box, and then click tthe
3. Select the ASN Bar Code
Save toolb
bar button to
t add the additional
a
in dexes used by WMS.
w now have
e an empty EDBBCIFL file
f to be us ed to generrate new AS
SNs. If you n
need
You will
to recreate an AS
SN from prio
or to the purrge, reopen the shipme
ent in WMS, and then
hipment will be recreatted.
complete it again. The EDBBCIFL records for that sh

182

App
pendix A:
A WMS & EDI Distribut
D
tion Cen
nter Settup
This appendix des
scribes the file settings
s that must be in place for WMS to correctly
ss distribution centers for
f Progress
sion store orrders. When
n using pare
ent/child
proces
relatio
onships, all entries
e
use the parent customer n umber.
Custo
omer Overr
ride File
If a cu
ustomer ove
erride file re
ecord exists for the custtomer, the D
Distributio
on Center
Qualifier field typically shou
uld be blank. If a value is entered in this field, WMS will
me that it can determine
e the distrib
bution cente
er from the E
EDI purchas
se order.
assum
Otherw
wise, WMS will use the Progression
n A/R Altern
nate Address and EDI S
Ship-To Cros
ssRefere
ences entrie
es for the sto
ores and dis
stribution ce
enter to find
d the addres
sses and IDs to
use when printing
g labels.

A/R Alternate
A
Address
A
File
An A/R
R alternate address mu
ust exist for each store and each distribution c
center. For
examp
ple, if customer KMAR0
001 has thre
ee stores an
nd one distriibution centter, it must have
four A/R
A alternate
e addresses
s, one for the DC and on
ne for each store.

183

A/R Alternate Address Entry for
f a Store

and A/R Alternate AAddress Entry forr a Distribution Center

ogression A//R Maintain menu, sele
ect Alternatte Address
s.
1. On the Pro
c
nu
umber in the
e Cust No ffield.
2. Type the customer
mber in the Alt
A Addres
ss No field. This can be
e the same IID
3. Type the location num
ustomer use
es for the lo
ocation, or a different ID
D that you c
choose.
that the cu
a
for this location
n in the maiiling addresss fields. Forr a store, this
4. Type the address
would be the
t
store’s address.
a
Forr a distributtion center, it would be the DC add
dress.
5. Populate any
a
other fie
elds necessa
ary for Prog ression A/R
R processing. See the
Progressio
on A/R user manual for information
n about the other fields
s in the A/R
Alternate Address.
A
EDI Ship-To
S
Cro
oss Referen
nce File
The EDI Ship-To cross refere
ence defines
s the relatio nship betwe
een the ID tthat a customer
f a store or
o distributio
on center an
nd the Progrression A/R Alternate A
Address ID ffor
uses for

184

ocation. It also
a
defines the distribu
ution center that service
es a store. A
An EDI Ship
p-To
that lo
cross reference is
s required fo
or each storre and distribution center.

EDI Ship-To Cross-Reference
C
e for a Store and EDI Ship-To Crross-Reference ffor a Distribution Center

1. On the Pro
ogression ED
DI Maintain menu, sele
ect Cross Re
eferences, and then select
Ship-To.
2. In the EDI
I Ship-To Code
C
field, type
t
the cusstomer’s ID for this location. This
informatio
on is found in either the
e fourth elem
ment of the N1 segmen
nt or in the S
SDQ
segment of
o the EDI purchase ord
der.
3. Type the Progression
P
A/R custom
mer number in the Custtomer No ffield. This m
must
match the customer number
n
spec
cified in the
e EDI Tradin
ng Partner cross referen
nce.
4. If you hav
ve selected Each
E
Store
e Mode=C in
n the EDI Trading Partn
ner crossreference, enter the Progression
P
A/R child cu
ustomer num
mber for thiis location in
n the
C
Cust No
N field. If you have se
elected Each Store Mo
ode=N in th
he
Ship-To Child
EDI Tradin
ng Partner cross-referen
c
nce, this fie
eld is disable
ed.
5. In the Mac
cola Ship-T
To Code fie
eld, type the
e Progressio
on A/R Alternate Addres
ss ID
for this loc
cation.

185

Q
fie
eld, type DB
B if this crosss-reference
e is for a sto
ore.
6. In the Alt Location Qualifier
If this cros
ss-reference
e is for a dis
stribution ce
enter, leave this field bllank.
7. In the Alte
ernate Loc
cation field, type the diistribution ccenter numb
ber for this
store. If th
his cross-refference is fo
or a DC, leav
ve this field
d blank.
When a label is printed for th
he store, WM
MS uses the
e alternate location liste
ed in the sto
ore’s
EDI Ship-To cross
s reference to find the EDI Ship-To
o cross-reference for th
he DC. WMS
S will
u the DC’s
s EDI Ship-T
To cross refe
erence to find the A/R Alternate Ad
ddress entry
y for
then use
the DC
C so it can print
p
the dis
stribution ce
enter addresss in the ship to section
n of the labe
el.
WMS will
w use the individual store’s
s
addre
ess in the m
mark for secction of the label, if
requirred.

186

App
pendix B:
B EDI Fiile Usag
ge
This appendix ind
dicates the file
f and field
d usage of th
he Progresssion EDI module when u
used
W
Any fie
eld not men
ntioned belo
ow is not use
ed by WMS and should be set
with WMS.
accord
ding to the Progression
P
EDI user manual.
m
EDI Setup
S
File
1 ASN
N / Order? should not be activated
1 ASN
N / BOL sho
ould be activated
ASN? must be ac
ctivated (This is controlled by a Pro
ogression ED
DI registration file)
C
must be activated (This is co
ontrolled by
y a Progresssion EDI registration file
e)
Bar Code?
EDI Trading
T
Par
rtner Cross
s Reference
e
WMS uses the 85
56 check box to determ
mine if it nee
eds to write to the EDI Bar Code
ng interface file for ASN
N creation.
Holdin
On the
e Page 4 ta
ab, Ship To Distributio
on Center should be a
activated.
For all other fields
s, refer to the EDFORMAT.TXT file included on
n the Progre
ession EDI
ng Partner CD.
C
Tradin
EDI Item Cross Reference
e
ackaging code is specifiied on the Page
P
2 tab, the post pick ticket processing
If a pa
progra
am will use it in autopack mode to find the bu
ulk weight file record to use in
determ
mining the quantity
q
perr.
For all other fields
s, refer to the EDFORMAT.TXT file included on
n the Progre
ession EDI
ng Partner CD.
C
Tradin
EDI Ship
S
To Cro
oss Referen
nce
See Appendix
A
A WMS & ED
DI Distribution Cente
er Setup forr detailed in
nformation a
about
distrib
bution cente
er settings.
To ass
sociate a dis
stribution ce
enter with a store:
1. Create an EDI Ship-To
o Cross-Refference reco
ord for the sstore.
t
partner’s code for
f the store
e in the EDI
I Ship-To C
Code field.
2. Type the trading
P
A/R custom
mer number in the Custt No field.
3. Type the Progression
P
A/R alterna
ate address number forr the store in
n the Macola
4. Type the Progression
Ship-To Code
C
field.
n the Alt Loc
cation Qualiifier field.
5. Type DB in
t
partner’s code for
f the distr ibution centter in the Allternate
6. Type the trading
Location field.

187

efer to the EDFORMAT.T
TXT file inclu
uded on the
e Progression
7. For all other fields, re
EDI Tradin
ng Partner CD.
C
8. Create an EDI Ship-To
o Cross-Refference reco
ord for the D
D/C.
t
partner’s code for
f the distr ibution centter in the ED
DI Ship-To
o
9. Type the trading
Code field
d.
10
0. Type the Progression
P
A/R custom
mer number in the Custt No field.
11
1. Type the Progression
P
A/R alterna
ate address number forr the D/C in the Macola
a
Ship-To Code
C
field.
12
2. For all other fields, re
efer to the EDFORMAT.T
TXT file inclu
uded on the
e Progression
ng Partner CD.
C
EDI Tradin
EDI Ship
S
Via Cro
oss Refere
ence
Refer to the EDFO
ORMAT.TXT file included
d on the Pro
ogression ED
DI Trading P
Partner CD.
M
Charge
e Code
EDI Misc
Refer to the EDFO
ORMAT.TXT file included
d on the Pro
ogression ED
DI Trading P
Partner CD.
B
Weigh
ht File
ASN Bulk
The WMS
W
uses this file to dettermine the items per p
pack in auto
opack mode
e, as follows:
1. Pick tickett is printed for
f the item.
i
cross reference
r
record exists for the custtomer and ittem being
2. If an EDI item
processed, and the Pa
ackage Cod
de field is p
populated, th
he item leve
el record forr this
ombination is
i used to determine th
he items perr pack.
item-package code co
c
is used
d to determine the items per pack.
3. Otherwise, the default package code
W
uses this file to allo
ow scanning
g and cross--referencing
g of any type of code to
oa
The WMS
Progre
ession item number.
4. Populate the
t
Alternate Item Nu
umber field with the co
ode to be crross-referenced.
UPC
UCC-14 (I-205)
5. Populate the
t
Alternate Item Qu
ualifier field
d to indicate
e what type of code is b
being
used.
UP = UPC
UC = UCC-14 (I-205)
ASN Package
P
Co
ode File
At least one S package code type record
d must be sp
pecified.
c
box
CTN25 = cardboard
PLT94 = wooden
w
palle
et

188

m
commo
on S record should
s
be set as defaullt.
The most
At least one I pac
ckage code type record
d must be sp
pecified to u
use the ASN Bulk Weigh
ht
file.
ng AutoPack
k, one I package code type
t
record must be sett as default.
If usin

189

App
pendix C:
C WMS Program
m and C
Comman
nd Line O
Options
s
This appendix doc
cuments the
e programs that comprrise the Warrehouse Man
nagement
m. A numbe
er of these programs
p
ha
ave comma nd line switches that ca
an be used to
System
change the opera
ation of the program.
WMS Attached Workstatio
W
on and RF Server
S
Pro
ogram
Progra
am Details
Name: VB016.EXE
I
Location: \P
Progression7
75\ISPSAS
Standard Installation
Comm
mand Line Options
er mode
/SERVER: Start progrram in serve
/INI= : Uses specified
s
.IN
NI file in pla ce of SASER
RVER.INI
/NOSPLAS
SH: Don’t dis
splay the startup splash
h screen.
/LITE: Force execution of the Pac
ck Verify On
nly mode
/USER=
> Ignored un
nless /SERV
VER is speciffied.
/PASSWOR
RD= Ignored unless //SERVER is specified.
/BTVISIBL
LE: If BarTen
nder interface is active,, load BarTe
ender as a v
visible
application
n instead of as a hidden
n process.
WMS Inquiry
Progra
am Details
Name: VB022P1.EXE
I
Location: \P
Progression7
75\ISPSAS
Standard Installation
Comm
mand Line Options
arehouse location
/Wxxx: Wa
/U: Forc
ce a user name
/INI: Uses
U
specified .INI file in place of S
SASERVER.IINI
WMS Post Pick Ticket
T
Proc
cessing Pro
ogram
Progra
am Details
Name: VB01602.EXE
I
Progression7
75\
Location: \P
Standard Installation
Comm
mand Line Options
/REPRINT:: Start program in reprint mode

190

/ON: Print labels via BarTender
B
frrom Seagull Scientific
/PATH : Location of BarTe
ender forma
ats
/INI= : Location of .INI containing
c
fo
ormat of casse packs and default label
printer
S
program in Close WMS
W
Orderss mode
/CLOSE: Start
/TRACE: Forces
F
WMS into Trace mode
m
witho
out requiring
g the user to
o select from
m the
Help menu
u
L
Tools
s
WMS External Label
Progra
am Details
Name: VB01604.EXE
I
Progression7
75\
Location: \P
Standard Installation
Comm
mand Line Options
Not Applicable
WMS Control File Maintenance
Progra
am Details
Name: VBI161P.EXE
75\
Location: \P
I
Progression7
Standard Installation
Comm
mand Line Options
Not Applicable
WMS Security File
F
Mainten
nance
Progra
am Details
Name: VBI168P.EXE
75\
Location: \P
I
Progression7
Standard Installation
Comm
mand Line Options
Not Applicable
WMS Customer Override File
F
Mainte
enance
Progra
am Details
Name: VBI163P.EXE
75\
I
Location: \P
Progression7
Standard Installation
Comm
mand Line Options
Not Applicable

191

F
Mainten
nance
WMS Bill of Lading Type File
Progra
am Details
Name: VBI162P.EXE
75\
I
Location: \P
Progression7
Standard Installation
Comm
mand Line Options
Not Applicable
WMS Ship Via Reports
R
File
e Maintena
ance
Progra
am Details
Name: VBI167P.EXE
75\
I
Location: \P
Progression7
Standard Installation
Comm
mand Line Options
Not Applicable
WMS Package Code
C
File Maintenanc
M
e
Progra
am Details
Name: VBI150X.EXE
75\
Location: \P
I
Progression7
Standard Installation
Comm
mand Line Options
Not Applicable
WMS Bulk Weig
ght File Maiintenance
Progra
am Details
Name: VBI151X.EXE
75\
I
Location: \P
Progression7
Standard Installation
Comm
mand Line Options
Not Applicable
VICS Preproces
ss Program
m
Progra
am Details
Name: VBI224P.EXE
I
\
n75\ISPSAS
S
Location - \Progression
Standard Installation
Comm
mand Line Options
/BOL=
> - Bill of lad
ding (shipm
ment) numbe
er to print
/COPIES= : The numbe
er of copies to print
/PRINTER=
= :
N
The
e printer to print the re
eport to

192

/DATAPATH= : Th
he path to tthe Progresssion databas
se (no DDF
attached)
nnect to Prog
gression SQ
QL database
/SQL: Con
/DATABAS
SE= - The name of the
e Progressio
on SQL data
abase
/SERVER=
= - The name
e of the Prog
gression SQ
QL database
server
/USER= - The user name to log in to
o the Progression SQL
database
/PASS= - The password
p
to
o log in to th
he Progression SQL
database
/R= - Name of th
he Crystal R
Report to run (Optional;; if blank
B
assumes BOL_VICS)
/B= - Line
e count for sections;
s
W = Custome
er order first page, X =
Customer order otherr pages, Y = Class orde r first page,, Z = Class order otherr
pages.
t
data in the
t
VICS wo
ork files whe
en complete
ed (used forr assisting in
n
/S: Save the
modifying the reports)
U
(In
nitialize, Im
mport, Expo
ort)
File Utilities
Progra
am Details
E
Name: VB016P05.EXE
I
\
n75
Location - \Progression
Standard Installation
Comm
mand Line Options
/MOD= - Sett program mode
m
to INIT
TIALIZE, IM
MPORT, EXPO
ORT
PO Ve
endor Over
rride
Progra
am Details
Name: VBI372P.EXE
I
Location - \Progression
\
n75
Standard Installation
Comm
mand Line Options
Not Applicable
PO Ve
endor Bar Code
C
Defin
nition
Progra
am Details
Name: VBI373P.EXE
Location - \Progression
I
\
n75
Standard Installation
Comm
mand Line Options

193

Not Applicable
P
Order
O
Printt Processin
ng
Post Purchase
Progra
am Details
Name: VBI375P.EXE
I
Location - \Progression
\
n75
Standard Installation
Comm
mand Line Options
Not Applicable
PO Ve
endor Item
m Override File Mainte
enance
Progra
am Details
Name: VBI377P.EXE
I
Location - \Progression
\
n75
Standard Installation
Comm
mand Line Options
Not Applicable
WMS Purge Utility
Progra
am Details
Name: VBI426P.EXE
I
Location - \Progression
\
n75
Standard Installation
Comm
mand Line Options
Not Applicable
WMS Workstation Configu
uration Utillity
Progra
am Details
MSCFG.EXE
Name: WM
Standard Installation
I
Location - \Progression
\
n75
Comm
mand Line Options
Not Applicable

194

App
pendix D:
D Troub
bleshootting Guiide
This appendix des
scribes how
w to resolve the most co
ommon prob
blems that o
occur in WM
MS. If
ection does not provide
e the solution to your prroblem, plea
ase contact your WMS
this se
suppo
ort provider. Please note
e that the diagnostic to
ool described
d below will often help your
suppo
ort technician assist you
u more effec
ctively.
Syste
em Diagnos
stic Tool
The Warehouse
W
Management
M
t System dia
agnostic uti lity can help
p your techn
nical supporrt
provid
der troubleshoot problems on your system. Be
efore contaccting your W
WMS supportt
provid
der, please select
s
Help, then Aboutt from the m
main WMS p
program. On
n the About
screen
n, click the Diagnostic
D
cs button. WMS
W
will the
en prompt yo
ou for a dire
ectory to sa
ave
the diagnostic rep
port. Note th
he directory
y location an
nd press En
nter. Be prepared to em
mail
nt and fax this informattion to yourr WMS suppo
ort providerr.
or prin
WMS EDI / ASN
N Diagnostiic Report
WMS provides a diagnostic
d
re
eport design
ned to assisst technical ssupport in ttroubleshootting
ems during ASN
A
genera
ation. The re
eport will ge
enerate a lissting of the information
proble
being passed into
o Progression from WMS
S. Providing
g this inform
mation allows your technical
suppo
ort provider to determin
ne where the
e problem iss occurring and provide
es information
helpfu
ul in isolating
g the cause of the prob
blem.
To print this report, select th
he File menu
u from the P
Pack Shipme
ents or Pack
k Cartons
on. Select WMS
W
EDI/AS
SN Diagnosttic Report. T
Type the billl of lading n
number for tthe
functio
shipm
ment that is not
n processing correctly
y. A report ccontaining a
all of the intterface reco
ords
will be
e printed to the screen. Either print the reportt or export it to a Microsoft Word fiile by
clickin
ng the Expo
ort toolbar button,
b
and then selectiing Word as the file type.
Post Pick
P
Tickett Process Trace
T
Tool
The Po
ost Pick Tick
ket Process program ca
an generate a trace file designed to
o assist tech
hnical
suppo
ort with troubleshooting
g problems with
w
releasin
ng orders, a
as well as trracking prob
blems
with distribution
d
center
c
proce
essing. To generate
g
a ttrace file, se
elect the Hellp, Trace Mo
ode
option
n from post pick ticket processing
p
prior
p
to proccessing the order. Then
n process th
he
order normally. A file called WMSTrace.L
W
Log will be ccreated in th
he Progress
sion root
directo
ory.
Troub
bleshooting
g FAQ
The fo
ollowing section discuss
ses a numbe
er of commo
on setup pro
oblems and the resolutions
for the
em.
When
n I launch the
t
Main WMS
W
progra
am, I receiive an Erro
or 20 mess
sage.
WMS must be ablle to find Pe
ervasive.SQL
L in the pat h. Most systtems have tthis directorry in
ath, but if yo
ours does not, edit the environmen
nt variables on the worrkstation to
the pa
include C:\PVSW\\Bin in the search
s
path.

195

n I launch a WMS pro
ogram from
m the Progrression Me
enu, I receiive an Erro
or 20
When
message.
m
be able
e to find the Pervasive.S
SQL compon
nents. Some
e Progressio
on
WMS programs must
ms have trouble executting Visual Basic
B
progra
ams from a directory otther than the
system
Progre
ession root. While WMS
S executable
es typically e
exist in the ISPSAS sub
b-directory, this
is not working on your system. To resolv
ve this prob
blem, copy a
all executab
bles except ffor
VB016
6.EXE and VB0022P1.EX
V
XE from the
e ISPSAS dirrectory into your Progre
ession Roott
directo
ory. Then, using
u
Notepad or some other text e
editor, edit the corresp
ponding .EXT
T
files in
n the Progre
ession root to
t call the executables from the Prrogression ro
oot instead of
the IS
SPSAS directtory. Note that these ex
xecutables a
are installed
d in the Prog
gression roo
ot for
WMS version
v
7.5..11 or highe
er.
On so
ome workstations, I am
a receivin
ng an erro r 429 or 33
39 when I execute a
WMS program from
f
the Pr
rogression menu.
The WMS
W
program
ms are external to Prog
gression and
d require a n
number of W
Windows
contro
ols that are not used by
y Progressio
on to be regiistered. The
e workstatio
on setup
progra
am must be
e run on any
y workstation that is go
oing to run W
WMS. Running the
works
station install should up
pdate your Windows
W
con
ntrols and a
allow the wo
orkstation to
o
execute the WMS
S programs. See your in
nstallation o
or upgrade m
manual for information
ation setup program.
about the worksta
When
n I run the main WMS
S program,, the splash
h screen is
s displayed
d and the
progr
ram appear
rs to hang..
WMS may have displayed
d
an
n error mess
sage that is being comp
pletely hidde
en by the sp
plash
n. To determ
mine if this is
i the case, modify the properties o
of the WMS
S desktop
screen
shortc
cut. At the end
e
of the cu
urrent comm
mand in the
e Target field, add /NO
OSPLASH. T
This
will instruct WMS not to display the spla
ash screen a
at startup. Iff an error is
s being
ble to see it. Once the e
error is corrrected, the p
program should
displayed, you will now be ab
begin to launch correctly.
Another possibilitty is that WM
MS may nott actually be
e hung. If th
he workstatiion has any
atched Pervasive.SQL components
c
, Pervasive..SQL may actually func
ction, but
misma
openin
ng files may
y take as lon
ng as 20 minutes. Let tthe program
m continue to
o run for at least
45 minutes. If WM
MS eventually starts, th
hen you pro
obably have a problem with your
sive.SQL ins
stallation. Please contac
ct the perso
on responsib
ble for Perva
asive.SQL at
Pervas
your location.
a Eltron pr
rinter, but I do not get a label, or I get a
I am printing diirectly to an
blank
k label.
A num
mber of thing
gs can cause this. First, the printerr must have
e been initia
alized. When
n the
printer is initialize
ed, it should
d print two labels. The ffirst label sh
hould be a p
printer
ge. Verify that the image buffer siz e listed on tthis page is at least 157
7k.
configuration pag
The se
econd label should conttain a list off your label formats. If the format you are tryiing
to prin
nt is not on the list, please confirm
m that this fo
ormat is in y
your labels s
subdirectory
y.

196

n print, check the con
nnections to the printer. Turn the p
printer off an
nd
If the labels did not
then back
b
on, and
d then try to
o re-initializ
ze it.
If the labels did print,
p
check the settings
s in Externa
al Label File Maintenanc
ce. The label
might require a fiield that was not selectted, or a fielld that is no
ot used by th
he label mig
ght
have been
b
selecte
ed. Check th
he label setu
up documen
nt for the label and verify that all o
of the
requirred fields listted have be
een selected
d. If this doe
es not corre
ect the probllem, contact
your WMS
W
supporrt provider.
I am using the BarTender
B
interface and when I print a ca
arton label for a spec
cific
forma
at, I get multiple cop
pies.
When the BarTender label format is crea
ated the num
mber of cop
pies can be s
specified in print
option
ns. Use the full
f
version of BarTende
er to open tthe format a
and change the numberr of
copies
s. Then save
e the formatt. This should correct th
his problem.
When
n I print the label, the
e departme
ent numbe
er is missin
ng.
WMS uses the ED
DI capture file (EDCCAP
PFL) to deterrmine if the departmen
nt number w
was
n a REF segment. By se
electing Use
e as Dept Q
Qualifier in the Custom
mer Overriide
sent in
File Department
D
t field and specifying
s
a qualifier va
alue of DP, W
WMS will se
earch the ED
DI
capturre file for a matching REF
R
segmentt and return
n the associa
ated department number on
the label.
O number on
o the O/E order
o
must match
m
the P
PO number in the EDI capture file. If
The PO
the PO
O number on the order was change
ed, WMS will not be able to find the correspon
nding
entry in the EDI capture
c
file. If the EDI capture
c
file was purged
d or initialize
ed after the
e O/E
d, WMS will also not be
e able to find
d the departtment numb
ber.
order was created
Note:: If the depa
artment num
mber is a co
onstant valu e for the cu
ustomer, Use as Fixed D
Dept
can be
e activated in the Custo
omer Override File. The
e value speccified in the departmentt
number field will then be use
ed when prin
nting the lab
bel.
If the setups abov
ve have bee
en verified and
a
the dep artment number still do
oes not prin
nt,
check the Externa
al Label File Maintenanc
ce to confirm
m that the D
Departmen
nt Number field
is shared with BarTender. Th
he share nam
me in the la bel configurration is DE
EPT_NUMBE
ER.
OR #3021 EITHER
E
BO
OF OR EOF IS
I TRUE, O
OR THE CUR
RRENT REC
CORD HAS
ERRO
BEEN DELETED. REQUESTE
ED OPERAT
TION REQU
UIRES A CU
URRENT
MSCTLW_C
C_PV_IMMED_AB SOU
URCELINE#
#20075
OEWM
The WMS
W
File Upd
date needs to be run. In System M
Manager, sellect the WM
MS File Utility
y
menu,, and then click
c
WMS File
F
Export. Click the U
Update tab,, and then c
click the Sta
art
Updatte button.
If you are using Pervasive.SQ
P
QL, the DDF
Fs may also need to be updated. B
Browse to the
a\ipssas\ddf directory, and then click OK to ru
un the upda
ate.
Macola

197

n found
Error # 53 file not
This error
e
is returrned if the WMS
W
ODB Generation
G
fiiles set up in the WMS Control File
e is
lower than the nu
umber of the
e ODB file the system is trying to ccreate. To c
correct this
proble
em, increase
e the WMS Control
C
File ODB Generration numb
ber of file to be saved. T
The
maxim
mum value for
f this field is 9999. Sp
pecifying a n
number higher than 99
999 in the W
WMS
Contro
ol file will re
esult in an Error
E
6 Overrflow.
I get an error 88 Incompa
atible mode
e after clic
cking Start Update Prrocess in W
WMS
File Utility.
U
WMS has encounttered a lock
k by a works
station or by
y a gun. Ma
ake sure eve
eryone is log
gged
ncluding RF guns and workstations
w
s. This is nott a registrattion error.
out, in
When
n I try to lo
og in to WM
MS, I get a Cannot Co
onnect to M
Macola Dattabase erro
or.
Verify that your user
u
name and
a
passworrd are set up
p in the WM
MS Security File and tha
at
u
has bee
en granted access
a
to th
he WMS funcctions.
your user
I am running th
he WMS De
evice Regis
stration, an
nd I now ge
et an errorr that we h
have
excee
eded our alllowable lic
censes. We
e cannot d etermine w
what devic
ces are
consu
uming the registratio
on. How can I tell wh at devices are runnin
ng?
Click Help
H
on the
e WMS menu
u, and then click Abou t. Click the Modules b
button. On the
Registtered Modules window, click the De
evices Cur rently In U
Use tab to v
view the num
mber
of dev
vices in use in addition to a list of the
t
devices.
To clear the devic
ces, click Fille on the WMS
W
Control File menu b
bar, and the
en click Clea
ar
Devic
ce Licenses
s. All devices will be res
set, and the
ey will recon
nnect when tthey next lo
og in
to WM
MS. If device
es are logge
ed in when you
y
clear the
e devices liccenses, they
y will
autom
matically reconnect with
h the next trransaction t hat they perform.
I get an Invalid File Name
e 20507 error when p
printing the
e BOL.
This message
m
indicates a pro
oblem with the
t
setup off the Ship Via Reports ffile record fo
or
this sh
hipment. WM
MS is trying
g to print a Crystal
C
Repo
ort or VB prrogram and cannot find it.
Verify the report name, parameters path
h, and that the report is located in the
SASFiles dirrectory. Che
eck these for both the ccustomer sp
pecific report and the de
efault
Data\S
reportt for the carrrier listed on shipment in WMS.
If the customer is
s Wal-Mart, the parame
eters path m
must be set as Parametters = /R=
BOL_W
WALM /B= 5,5,19,19.
5
I justt upgraded WMS. When I try to start WMS
S now, I ge
et a runtim
me error 37
74
Failed
d to activatte control 'VB.Userco
ontrol'.
The SQLBTR.OCX
X file is missing from the
e IPSSAS diirectory on tthe worksta
ation. Search the
station for SQLBTR.OCX
X. More than
n one copy o
of the file m
may exist on the computter.
works
Copy the
t
SQLBTR
R.OCX to the
e IPSSAS directory, and
d then regisster it. Depe
ending on th
he
versio
on of Window
ws installed on the workstation, it may also be
e necessary
y to reboot a
after
registe
ering the OC
CX file.

198

w
calc
culation in WMS does
s not seem to match tthe weightt on the O/
/E
The weight
order
r.
The weight
w
in Ord
der Entry is calculated using
u
the ite
em weight tthat was in IItem Masterr at
the tim
me that the order was created.
c
Thiis is true forr both manu
ually entered orders and
orders
s integrated by the EDI module.
The weight
w
in WM
MS is calcula
ated using th
he item weight listed in
n Item Mastter at the tim
me
that th
he shipmentt is completted. If the ittem weight is changed in I/M afterr the order is
s
create
ed but beforre the shipm
ment is comp
pleted, WMS
S will use th
he new item weight.
ASNs created by the EDI module can retturn either tthe O/E order weight or the weight
ated by WM
MS, dependin
ng on wheth
her the ASN
N format is d
designed to pull the weight
calcula
from the
t
O/E header file or from the EDI Barcode H
Holding file. The WMS E
EDI ASN Bulk
Weigh
ht cross refe
erence Pack
k Weight an
nd Tare We
eight fields are not use
ed by ASN
formats. If the co
orrect weigh
ht is calculatted in WMS but not retu
urned on the ASN, plea
ase
ct EDI support for assis
stance.
contac
I get an error th
hat the acttion cannott be compl eted becau
use other a
application
n is
busy..
WMS returns this error becau
use BarTend
der has gen erated an e
error; howev
ver, the
m
win
ndow is not visible on tthe screen. To make the BarTender
BarTender error message
v
edit the propertties of the WMS
W
startup
p icon and a
add /btvisible to the
error visible,
comm
mand line forr vb016.exe. This will allow you to toggle and see the BarrTender
messa
age so you can
c
troubles
shoot the prroblem with that applica
ation. Conta
act Seagull
suppo
ort at 425-64
41-1408 forr assistance with correccting the BarTender errror.
WMS BOL# not found OEB
BOLWRK message
m
du ring a WMS Inquiry
This error
e
is returrned if the pallet
p
does not
n show ass attached to
o the shipment under the
shipm
ment/pallet/c
carton inquiry option on
n the WMS i nquiry. To ccorrect this error, initialize
the OE
EBOLWRK fiile. This is a work file and no loss o
of data will o
occur.
WMS Error 11_0
0012- 01
When a given ord
der and cartton number are entered
d by the use
er, WMS validates that the
order and carton number exiist. Error 11
1_0012-01 ““Order Number is not A
Authorized to
o
Ship” is returned when there
e is no carto
on that existts for that order, or no such order
exists in that cartton.
You ca
an also get this error if you fail to run
r
the WM S Post Pick Ticket proc
cess.
WMS Error No DDF
D
Locatio
on Specifie
ed
The sa
aserver.ini file
f is in a diirectory with
h a name longer than e
eight charac
cters. The W
WMS
Inquirry does not support long file names
s. Place the saserver.in
ni file in a directory with
ha
name that has eig
ght or fewerr characters
s, with no sp
paces. Rightt-click the W
WMS desktop
icon and select Properties. Change the
e command line path to the new loc
cation of the
e
ver.ini file by adding /in
ni=.
saserv

199

P
Utility, but my EDBBCIFL
L file is still large.
I ran the WMS Purge
The EDBBCIFL ED
DI Barcode Interface
I
file
e is not purg
ged by this process. Us
se the steps
s in
enance to purge the EDBBCIFL
E
file.
WMS File Mainte

200

App
pendix E:
E Extern
nal Labe
el Field List
This appendix listts the fields that are av
vailable to prrint on shipping labels. The BarTen
nder
n
must be
b used as the
t
share na
ame in BarT
Tender for W
WMS to corrrectly print tthe
field name
label.
Field Name

BarTenderr Field Name
e

Bill of
o Lading Nu
umber

BILL_OF_L
LADING

Order Type

ORDER_TY
YPE

Order Number

ORDER_N UMBER

P/O Number
N

PO_NUMBER

Pro Number
N

PRO_NUM BER

Depa
artment Num
mber

DEPT_NUM
MBER

Carrier

CARRIER

UCC--128 Bar Co
ode

UCC128_B
BAR_CODE

UCC--128 Bar Co
ode Display

UCC128_D
DISPLAY

Ware
ehouse Nam
me

WAREHOU
USE_NAME

Ware
ehouse Addrress 1

WAREHOU
USE_ADDRE
ESS_1

Ware
ehouse Addrress 2

WAREHOU
USE_ADDRE
ESS_2

Ware
ehouse City

WAREHOU
USE_CITY

Ware
ehouse State
e

WAREHOU
USE_STATE

Ware
ehouse Zip Code
C

WAREHOU
USE_ZIP_CO
ODE

Ware
ehouse Coun
ntry

WAREHOU
USE_COUNT
TRY

Bill To
T Name

BILL_TO_N
NAME

Bill To
T Address 1

BILL_TO_A
ADDRESS_1
1

Bill To
T Address 2

BILL_TO_A
ADDRESS_2
2

Bill To
T City

BILL_TO_C
CITY

Bill To
T State

BILL_TO_S
STATE

Bill To
T Zip 10

BILL_TO_Z
ZIP

Bill To
T Zip 5

BILL_TO_Z
ZIP_5

Bill To
T Country

BILL_TO_C
COUNTRY

201

Field Name

BarTenderr Field Name
e

Ship To Name

SHIP_TO_
_NAME

Ship To Address 1

SHIP_TO_
_ADDRESS_
_1

Ship To Address 2

SHIP_TO_
_ADDRESS_
_2

Ship To City

SHIP_TO_
_CITY

Ship To State

SHIP_TO_
_STATE

Ship To Zip 10

SHIP_TO_
_ZIP

Ship To Zip 5

SHIP_TO_
_ZIP_5

Ship To Country

SHIP_TO_
_COUNTRY

Ship To Numberr

SHIP_TO_
_NUMBER

Mark
k For Name

MARK_FOR
R_NAME

Mark
k For Addres
ss 1

MARK_FOR
R_ADDRESS
S_1

Mark
k For Addres
ss 2

MARK_FOR
R_ADDRESS
S_2

Mark
k For City

MARK_FOR
R_CITY

Mark
k For State

MARK_FOR
R_STATE

Mark
k For Zip 10

MARK_FOR
R_ZIP

Mark
k For Zip 5

MARK_FOR
R_ZIP_5

Mark
k For Countrry

MARK_FOR
R_COUNTRY
Y

Mark
k For Numbe
er

MARK_FOR
R_NUMBER

Case Pack

CASE_PAC
CK

Item Number

ITEM_NUM
MBER

Item Description
n1

ITEM_DES
SC_1

Item Description
n2

ITEM_DES
SC_2

Custo
omer Item Number
N

CUST_ITE M_NUMBER
R

UPC

Order Carton Nu
umber

ORDER_CA
ART_NUMBE
ER

O/E Customer
C
Ittem UDF 1

CUST_ITE M_UDF_1

O/E Customer
C
Ittem UDF 2

CUST_ITE M_UDF_2

O/E Customer
C
Ittem UDF 3

CUST_ITE M_UDF_3

O/E Customer
C
Ittem UDF 4

CUST_ITE M_UDF_4

202

Field Name

BarTenderr Field Name
e

O/E Customer
C
Ittem UDF 5

CUST_ITE M_UDF_5

Paren
nt Customer Number

PARENT_C
CUSTOMER

Paren
nt Customer File UDF 1

PARENT_C
CUST_UDF_
_1

Paren
nt Customer File UDF 2

PARENT_C
CUST_UDF_
_2

Paren
nt Customer File UDF 3

PARENT_C
CUST_UDF_
_3

Paren
nt Customer File UDF 4

PARENT_C
CUST_UDF_
_4

Paren
nt Customer File UDF 5

PARENT_C
CUST_UDF_
_5

Paren
nt Customer File Note 1

PARENT_C
CUST_NOTE
E_1

Paren
nt Customer File Note 2

PARENT_C
CUST_NOTE
E_2

Paren
nt Customer File Note 3

PARENT_C
CUST_NOTE
E_3

Paren
nt Customer File Note 4

PARENT_C
CUST_NOTE
E_4

Paren
nt Customer File Note 5

PARENT_C
CUST_NOTE
E_5

Child
d Customer Number

CHILD_CU
USTOMER

Child
d Customer File UDF 1

CHILD_CU
UST_UDF_1

Child
d Customer File UDF 2

CHILD_CU
UST_UDF_2

Child
d Customer File UDF 3

CHILD_CU
UST_UDF_3

Child
d Customer File UDF 4

CHILD_CU
UST_UDF_4

Child
d Customer File UDF 5

CHILD_CU
UST_UDF_5

Child
d Customer File Note 1

CHILD_CU
UST_NOTE_1

Child
d Customer File Note 2

CHILD_CU
UST_NOTE_2
2

Child
d Customer File Note 3

CHILD_CU
UST_NOTE_3
3

Child
d Customer File Note 4

CHILD_CU
UST_NOTE_4
4

Child
d Customer File Note 5

CHILD_CU
UST_NOTE_5
5

Ship To A/R Alt Address
A
UDF 1

S2_ALT_A
ADR_UDF_1

Ship To A/R Alt Address
A
UDF 2

S2_ALT_A
ADR_UDF_2

Ship To A/R Alt Address
A
UDF 3

S2_ALT_A
ADR_UDF_3

Ship To A/R Alt Address
A
UDF 4

S2_ALT_A
ADR_UDF_4

Ship To A/R Alt Address
A
UDF 5

S2_ALT_A
ADR_UDF_5

Mark
k For A/R Altt Address UD
DF 1

M4_ALT_A
ADR_UDF_1

203

Field Name

BarTenderr Field Name
e

Mark
k For A/R Altt Address UD
DF 2

M4_ALT_A
ADR_UDF_2

Mark
k For A/R Altt Address UD
DF 3

M4_ALT_A
ADR_UDF_3

Mark
k For A/R Altt Address UD
DF 4

M4_ALT_A
ADR_UDF_4

Mark
k For A/R Altt Address UD
DF 5

M4_ALT_A
ADR_UDF_5

Order Header UD
DF 1

ORDER_HDR_UDF_1

Order Header UD
DF 2

ORDER_HDR_UDF_2

Order Header UD
DF 3

ORDER_HDR_UDF_3

Order Header UD
DF 4

ORDER_HDR_UDF_4

Order Header UD
DF 5

ORDER_HDR_UDF_5

Line Item UDF 1

ORDER_LIINE_UDF_1

Line Item UDF 2

ORDER_LIINE_UDF_2

Line Item UDF 3

ORDER_LIINE_UDF_3

Line Item UDF 4

ORDER_LIINE_UDF_4

Line Item UDF 5

ORDER_LIINE_UDF_5

Progrression Ship
p To Numbe
er

MAC_SHIP
P_TO_NUM

Progrression Mark For Numb
ber

MAC_MAR
RK_FOR_NUM
M

Order Carton Total

Order_Carrton_Total

Seria
al / Lot Num
mber

SERIAL_LO
OT_NUMBER
R

204

App
pendix F:
F WMS INI
I
Setttings
The Warehouse
W
Management
M
t System relies on an I NI file for m
much of its c
configuration
n.
The .INI file allow
ws WMS to be
b configure
ed differently
y for differe
ent workstattions or even
differe
ent data com
mpanies. Th
he default na
ame for the INI file is S
SASERVER.INI and it is
stored
d in the Windows directory of each machine ussing WMS.
The na
ame and loc
cation of the
e file can be
e overridden
n with a com
mmand line option for the
WMS programs. See
S
Append
dix C. WMS
S Program and Comm
mand Line O
Options forr
mation aboutt WMS prog
gram comma
and line opttions.
inform
[Configurattion]

This sec
ction can be
e used to assign a work
kstation ID tto
WMS, which
w
can he
elp in identiffying which machines a
are
having difficulties
d
b
by analyzing
g the error log. (Optional)

Workstation_ID

This can
n be set to a unique cod
de to allow analysis of the
error log
g by worksttation ID. (O
Optional)

[Btrieve]

This sec
ction instruccts WMS how
w to find the
e
Pervasiv
ve.SQL data
a files. (Required)

DDF locatio
on =

Specifie
es the path tto the Progrression data
a directory. T
The
files tha
at are uniqu e to WMS w
will reside in a subdirectorry called WM
MSFiles. (Re
equired)

[SQL Serve
er]

This sec
ction instruccts WMS how
w to connec
ct to Microso
oft
SQL Serrver for the SQL compliiant version
n. (Optional))

SQL=

Y = Yes
s SQL Comp liance, N = Not SQL Co
ompliant. No
ote
that if the WMS SQ
QL Compliance module iis not installed,
ue must be set to N. (O
Optional)
this valu

Server=

The nam
me of the M icrosoft SQL
L Server tha
at the
Progression databa
ase resides o
on. Ignored if SQL=N.
ed if SQL=Y
Y)
(Require

Database=

The nam
me of the M icrosoft SQL
L database ffor the
Progression compa ny to be pro
ocessed. (R
Required if
SQL=Y))

[Screens]

This sec
ction definess the locatio
on of the Pro
ogression
Screens
s directory. T
This allows access to Progression’s
s
search engine.
e
(Req
quired)

Screens Lo
ocation =

Specify the path to
o the Progression Screens directory
y.
(Require
ed)

[Settings]

This sec
ction configu
ures a numb
ber of options and defa
ault

205

settings
s within WM S. (Required)
Format=

The form
mat of case packs when
n printed on
n labels. This is
typically
y ####, wh
hich indicate
es four digitts with no
leading zeros. Form
mat follows sstandard VB
B numeric
formatting rules. D
Defaults to #
#### if not specified.
(Optional)

Pack UDF=
=

This enttry is obsole
ete. This settting has be
een moved tto
the WMS Control Fiile. (Ignored
d)

Tare UDF=

This enttry is obsole
ete. This settting has be
een moved tto
the WMS Control Fiile. (Ignored
d)

Error Loggiing =

Indicate
es what leve
el of error lo
ogging is performed.
0 = No Logging
g to Screen – R/F serve
er only otherrwise no
1 = Log
logging
2 = Log
g to Screen (in R/F serv
ver mode on
nly) and Log
g to
ERR.LOG
G in applica
ation directo
ory.
This sho
ould typicall y be set to 2. (Require
ed)

Quick Ship Extension =

Specify the extensi on to use w
when creatin
ng the exporrt
file during the Upda
ate Progresssion function. This can be
her program
m to intercep
pt the file prrior
used to allow anoth
to quick
k ship polling
g. This value defaults tto .ODB if no
ot
specified
d. (Optiona l)

Communica
ations

Specify the location
n of the file WMS.MDB. This Micros
soft

Database =

Access database
d
co
ontains the ttext of all th
he error
messages for the W
Warehouse M
Managemen
nt System. IIn
n, this file co
ontains som
me temporarry tables tha
at
addition
are used
d during WM
MS processing. Typically this shoulld
be the directory
d
WM
MS is installled in. (Required)

Default Lab
bel Printer=

Specify the name o
of the printe
er labels sho
ould be printted
on. Note
e the name is case sensitive and m
must exactly
y
match the
t
printer n
name speciffied on the c
computer.
(Require
ed)

BarTender=
=

Activate
es the WMS BarTender interface.
On = Prrint labels v ia BarTende
er interface
Off = Prrint labels d irectly to Eltron printerr
This settting defaultts to Off if n
not specified
d. (Optional))

Format Patth=

Specifie
es the path tto the BarTe
ender label formats.
(Require
ed, if BarTender=On)

206

Default BOL Printer 1=
=

Specify the name o
of the printe
er BOL reporrts code for
Printer 1 should be
e printed on.. Note the n
name is case
e
atch the prin
nter name
sensitive and must exactly ma
d on the com
mputer. (Op
ptional)
specified

Default BOL Printer 2=
=

Specify the name o
of the printe
er that BOL reports coded
for Printter 2 should
d be printed on. Note th
he name is
case sen
nsitive and must exactly match the
e printer na
ame
specified
d on the com
st
mputer. Deffault BOL Prrinter 1 mus
be specified. (Optio
onal)

Default BOL Printer 3=
=

Specify the name o
of the printe
er that BOL reports coded
for Printter 3 should
d be printed on. Note th
he name is
case sen
nsitive and must exactly match the
e printer na
ame
specified
d on the com
st
mputer. Deffault BOL Prrinter 2 mus
be specified. (Optio
onal)

Default BOL Printer 4=
=

Specify the name o
of the printe
er that BOL reports coded
for Printter 4 should
d be printed on. Note th
he name is
case sen
nsitive and must exactly match the
e printer na
ame
specified
d on the com
st
mputer. Deffault BOL Prrinter 3 mus
be specified. (Optio
onal)

Default BOL Printer 5=
=

Specify the name o
of the printe
er that BOL reports coded
for Printter 5 should
d be printed on. Note th
he name is
case sen
nsitive and must exactly match the
e printer na
ame
specified
d on the com
st
mputer. Deffault BOL Prrinter 4 mus
be specified. (Optio
onal)

BOL Reportt Path=

Specifie
es the locatio
on of the Crrystal Reporrts to be
execute
ed for the Bi ll of Lading module. Us
sually this is
s
the data
a directory. (Required)

[Warehous
se Label

This sec
ction allows the default label printe
er to be

Printers]

overridd
den for a sp
pecific wareh
house. This is usually used
in an R//F environm
ment. (Optional)

XXX=

XXX = Progression
P
warehouse location code to be
overridd
den. Wareho
ouse code m
must occupy
y three byte
es.
The nam
me of the prrinter labelss printed forr warehouse
e
XXX sho
ould be prin ted on. Notte the name
e is case
sensitive and must exactly ma
atch the prin
nter name
d on the com
mputer. (Op
ptional)
specified

[Warehous
se BOL

This sec
ction allows the name o
of the printe
er that BOL

Printer 1]

reports coded for P
Printer 1 to b
be overridde
en for a
specific warehouse . This is usu
ually used in
n an R/F

207

environment. (Optiional)
XXX=

XXX = Progression
P
warehouse location code to be
overridd
den. Wareho
ouse code m
must occupy
y three byte
es.
The nam
me of the prrinter that B
BOL reports coded for
Printer 1 for wareh ouse XXX should be printed on. No
ote
me is case se
ensitive and
d must exac
ctly match th
he
the nam
printer name speciffied on the computer. ((Optional)

[Warehous
se BOL

This sec
ction allows the name o
of the printe
er that BOL

Printer 2]

reports coded for P
Printer 2 to b
be overridde
en for a
specific warehouse . This is usu
ually used in
n an R/F
environment. (Optiional)

XXX=

XXX = Progression
P
warehouse location code to be
overridd
den. Wareho
ouse code m
must occupy
y three byte
es.
The nam
me of the prrinter that B
BOL reports coded for
Printer 2 for wareh ouse XXX should be printed on. No
ote
the nam
me is case se
ensitive and
d must exac
ctly match th
he
printer name speciffied on the computer. ((Optional)

[Warehous
se BOL

This sec
ction allows the name o
of the printe
er that BOL

Printer 3]

reports coded for P
Printer 3 to b
be overridde
en for a
specific warehouse . This is usu
ually used in
n an R/F
environment. (Optiional)

XXX=

XXX = Progression
P
warehouse location code to be
overridd
den. Wareho
ouse code m
must occupy
y three byte
es.
The nam
me of the prrinter that B
BOL reports coded for
Printer 3 for wareh ouse XXX should be printed on. No
ote
the nam
me is case se
ensitive and
d must exac
ctly match th
he
printer name speciffied on the computer. ((Optional)

[Warehous
se BOL

This sec
ction allows the name o
of the printe
er that BOL

Printer 4]

reports coded for P
Printer 4 to b
be overridde
en for a
specific warehouse . This is usu
ually used in
n an R/F
environment. (Optiional)

XXX=

XXX = Progression
P
warehouse location code to be
overridd
den. Wareho
ouse code m
must occupy
y three byte
es.
The nam
me of the prrinter that B
BOL reports coded for
Printer 4 for wareh ouse XXX should be printed on. No
ote
the nam
me is case se
ensitive and
d must exac
ctly match th
he
printer name speciffied on the computer. ((Optional)

[Warehous
se BOL

This sec
ction allows the name o
of the printe
er that BOL

Printer 5]

reports coded for P
Printer 5 to b
be overridde
en for a
specific warehouse . This is usu
ually used in
n an R/F

208

environment. (Optiional)
XXX=

XXX = Progression
P
warehouse location code to be
overridd
den. Wareho
ouse code m
must occupy
y three byte
es.
The nam
me of the prrinter that B
BOL reports coded for
Printer 5 for wareh ouse XXX should be printed on. No
ote
the nam
me is case se
ensitive and
d must exac
ctly match th
he
printer name speciffied on the computer. ((Optional)

[Misc Item Prefix]
1=””

1= Spec
cify a prefix
x for specialtty item num
mbers. Items
s
that beg
gin with thiss prefix will not be writtten into WM
MS
and will be billed au
utomatically
y when the order is
d for billing. Up to 10 different preffix codes may
selected
be specified. Note tthat the pre
efix ** is automatically
ous item per standards
considered to be a miscellaneo
y the EDI mo
odule. (Optiional)
used by

209

App
pendix G:
G Bill off Lading
g Setting
gs
Suppllied Reportts
The fo
ollowing reports come as
a standard componentts to the WM
MS Reporting module.
BOL_
_STND.rpt is a Crystal Report designed to worrk with Prog
gression’s sttandard bill of
lading
g form. (Form
m Number FP728,
F
FC72
28 or FK728
8) This report calculates
s based on
carton
ns.
BOL_
_TARE.rpt is
s a Crystal Report
R
desig
gned to worrk with Prog
gression’s sttandard bill of
lading
g form. (Form
m Number FP728,
F
FC72
28 or FK728
8) This report calculates
s based on
pallets
s.
BOL_
_VICS.rpt is
s a Crystal Report
R
that prints the s tandard VIC
CS complian
nt bill of ladiing.
The VICS preproc
cess program
m VBI224p
p.exe must be executed
d before priinting. The s
ship
ntry should be
b made witth the Repo
ort field sett as VBI224
4P, the Typ
pe
via reports file en
a Visual Ba
asic, and th
he Parametters field lefft blank. Prrinter and C
Copies shou
uld
field as
be spe
ecified as ne
eeded.
BOL_
_WALM.rpt is a Crystal Report that prints the Wal-Mart v
variation on the VICS
compliant bill of lading. The VICS
V
prepro
ocess progra
am VBI224
4p.exe mus
st be executted
e printing. The
T
ship via reports file entry shou ld be made with the Re
eport field s
set
before
as VB
BI224P, the
e Type field as Visual Basic,
B
and tthe Parame
eters as /R
R= BOL_WA
ALM
/B= 5,5,19,19.
5
Printer and
d Copies sh
hould be spe
ecified as ne
eeded. This report expe
ects
the Mu
ust Deliver By Date to be stored in
n O/E order header user defined fie
eld 3. Use an
EDI us
ser defined map to pop
pulate that value.
v
Interfface to use
er created reports
Users can create their own re
eports for th
he Bill of Lading module
e. The interrface can pro
ocess
reportts that are written
w
using
g either Cry
ystal Reportss or Visual B
Basic.
Crystal Reports
al Reports must
m
be crea
ated to acce
ept the bill o
of lading num
mber as Parrameter 0. T
The
Crysta
param
meter field must
m
be crea
ated with the name Billl_Of_Ladin
ng.
The program will set the prin
nter device, driver and port, and th
he number o
of copies to print
p Via Reportts file entrie
es and the ccurrently acttive INI file.. Note that iif the
based on the Ship
P
the
e system will automatic ally force Crystal to dis
splay the report
printer name is Preview
e screen.
to the
Visua
al Basic
When launching Visual
V
Basic programs, the system uses comm
mand line op
ptions to pas
ss
inform
mation to the
e called program. The following
f
de
etails the infformation prrovided in th
he
comm
mand line tha
at must be parsed
p
in th
he Visual Basic applicatiion.
/BOL=
> - Bill of lad
ding (shipm
ment) numbe
er to print

210

/COPIES= – The numb
ber of copiess desired
/PRINTER=
=
N
– Th
he printer to
o print the rreport to
/DATAPATH= – The
T
path to the Progresssion databa
ase (no DDF
F
attached)
Any options speciified in the Parameter
P
rs field of th
he Ship Via R
Reports file will follow tthe
data path.
p
If operrating underr Microsoft SQL,
S
the folllowing com
mmand line information is
also sent:
ogression SQ
QL database
e
/SQL – Connect to Pro
/DATABAS
SE= – The name of th
he Progression SQL
database
/SERVER=
= – The name
e of the Prog
gression SQ
QL database
Server.
/USER= – The
e user name
e to log in to
o the Progre
ession SQL
database.
/PASS= – The password to
o log in to th
he Progress
sion SQL
database.
t
the pas
ssword is en
ncrypted and
d ready to u
use to conne
ect to the Prrogression S
SQL
Note that
databa
ase.

211

App
pendix H:
H Functtion Key
y Usage
WMS uses functio
on keys cons
sistently thrroughout th e warehousse transactio
on entry
ons. The following defin
nes each fun
nction key.
functio
F1 – Help
F2 – New
ch Inquiry
F3 – Launc
F4 – Enterr Multiplier
F5 – Add/R
Remove Mode Toggle
F6 – Secon
ndary Mode Toggle (Re
eceipt Entry,, toggles Acccept / Rejec
ct Mode)
F7 – RF Ve
erify
F8 – Reprint Label
F9 – Exit
sed Item (RF devices on
nly)
F10 – Next Unprocess
ete Order (attached worrkstations o
only)
F11 – Verify / Comple
ete Shipmen
nt (attached
d workstations only)
F12 – Verify / Comple
Note:: RF guns do
o not support function keys
k
beyond
d F10.

212

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