A. Setup and Locations

  1. Multi-Bin Location Maintenance - Quantity, Transfers, Hold inventory

  2. Multi-Bin Location Maintenance - Setup

  3. Multi-Bin Location Maintenance - Setup Location Capacity

  4. Multi-bin Space by Location Type Report

  5. Warehouse Code Maintenance

  6. Product Line Maintenance

  7. Multi-Bin Location Initialization

 

  1. MULTI-BIN LOCATION MAINTENANCE - CREATE AND QUANTITY

INVENTORY MANAGEMENT > SETUP MENU

Create a bin location requires a warehouse code and bin location code. Bin location is a 15 character field. The system has defaults for the usual default setup fields and as a Pick Location. Bin locations can also be created on the fly with the Role-security option and usually importing them into the IM404_BinLocation file.

The Quantity tab provides a quick reference look at the items in a bin, QOH, and availability for each item, and capacity information. Buttons are provided transfer of inventory and provide the ability to assign data to QOH UDF fields. Hold and Release buttons are accessible with role security events. For license plate ID’s, buttons provide a quick break of inventory and link ID’s to another.

Tree view provides a summary by and contents of (*P)

IDs. Selection of items in the tree in bin location defaults selects in Group Transfer and (*P) Link.

 (*P) Select an ID to drill down ID with Pal button and do an immediate break.

UDF buttons (Info or Lot) - create and maintain user-defined fields (UDF) associated to the multi-bin inventory. A Lot (*E) tracks information for expiration dates, vendor lot numbers and UDF for lotted inventory. Save and auto Hold and Release buttons are provided in the UDF screens also.

Hold and Release button - create a Hold on goods and release Hold. Held goods cannot be issued to transactions. Role security is required to Hold and Release Holds.  Users with this security can also transfer Held goods.

 Pallet, Break and Link buttons - (*P) License plate features from the bin location. Refer to License Plate Link and Break.

 

Quick Transfer -

after selecting inventory the quick transfer button is enabled. The quick transfer provides the immediate transfer of inventory and transfer of allocations to another location. An audit trail is tracked for the user transferring. Integrated handhelds usually access same transfer program.

Role maintenance, Inventory security events — select to grant rights for access to Quick Transfer in Item Maintenance, Item Inquiry and Bin Location Maintenance.

 

 Quick Transfer. Transfer individual inventory. Small grid display S/O entry and W/O allocations. Select to transfer allocations along with the QOH transfer.

 

 

Group Transfer -

Group transfer provides grid selection of inventory in the location. Select the destination location to transfer to. Select the green select all button to select all inventory in the location.

Quantity available to transfer is reduced by the quantity allocated.

(*P) For license plate inventory it includes the hard allocated on Group transfer provides a grid based selection of inventory sales orders and the allocations in the bin location. Clicking the Group Transfer button will transfer along with the lists all inventory in the location.


Adjust Button
- provides supervisor override to quantity on hand and quantity allocated. It can be used if it needs to change quickly. It does not change quantities in the stock system. Unique audit trail information is retained for users overriding quantities. Click on a line to enable the button. Role maintenance — for inventory security must be enabled. 

 

Group Transfer Auto Select -

First, select an item from the tree to automatically select all lot serial numbers for that in the location. Select the destination location to transfer to.

(*P) All License Plate IDs with the item in the location is auto selected.

 

 

  2. MULTI-BIN LOCATION MAINTENANCE - SETUP

INVENTORY MANAGEMENT > SETUP MENU

The system is designed to work in a standard mode without having to scrutinize the setup. Newly created locations are set up are in the Pick area of the warehouse. Goods can be easily received, allocated and goods can be issued from them. Bin location setup can be expanded on to take advantage of restricting inventory for directed picking and to use directed putaway. More discussion is also covered in the Directed Picking and Directed Putaway sections.

Region Code - provides two roles to the system. (1) Define zones in the warehouse zones to narrow Put Away product lines and items to those regions. Wave Batch picking can segregate picking by these Regions. Directed Picking and can nudge directed picking allocations to stay within a Region. Click for more information about Directed Put Away

(2) The Second Role is to group locations for Receiving and Production. The Region code is selectable in warehouse code maintenance reference the group of locations for Receiving and Production Putaway.

Use the Multi-bin Space by Location Type Report to reconcile location setup.

 

Aisle - aisle codes are used to create more narrow aisles putaway, more than Regions in the warehouse. Used for put Away reporting to refine the placement of goods. Aisles can be associated to Product Lines and Lines.

Print Sort Code - Supersede the order to pick goods. Rather than picking in the order of bin locations, the Sort Code sets the order for zigzag, up and down and around corners.

Location Type - Designate the type of bin this is - Pick Location, Overflow, Staging, Floor and Other. Location types can be given different priority and deselected for Directed Picking. Overflow types can be selected as the first area to put goods away. Item maintenance and directed pick options define default quantity or Unit of Measure codes to direct large orders to be picked from Overflow types.

Primary Bin Location - Select to designate a location as a primary bin location. This field is auto selected and disabled if the bin location was selected as a primary bin location in Item Maintenance.

Disallow Selection in Sales Order / Disallow Selection in Manufacturing - These options will lock the inventory in these locations out of Sales Order or manufacturing B/M and W/O module selection. It can be used to limit the selectability of inventory like for returns and quality control.

Restrict Goods for Customer Number and by Customer Type - Restrict goods to certain customers. Inventory cannot be viewed or selected in Sales Order screens. Neither it will be automatically selected. Works well too with bin location UDFs selected in Customer Maintenance and Sales Order Entry to automate and narrow selection with directed picking. Fields will narrow to this location for Directed Putaway report for good received and produced when a sales order number was selected in the transactions.

Date Inventory Available for Sale/Issue - Restricts availability of goods in the location until the date.

Location Capacity and Limit Putaway to the ID Types - discussed next page.

Disallow PutAway to this location - Provides immediate stoppage to put goods in this location for Put Away system and if the Multi-bin option to Check Location Capacity to Store Goods.

Disallow Mix of Goods in this location - Disallows different goods to be placed in the location for Directed Putaway. The first item in the location with QOH reserves that item in the location.

Remove During Period End When Empty - Only use for truly temporary bins. Bins with zero quantity will be removed from the system at Period End Processing. This option should NOT be selected on permanent warehouse bins.

Auto Put Hold Goods Received - Goods received into the location will automatically be placed on Hold and cannot be issued to a transaction until Released. Security roles and Hold and Release buttons can manually Hold and Release goods. Good for Quality Control. UDF fields can be associated to retain comments and approval progress.

 

3. MULTI-BIN LOCATION MAINTENANCE-SET UP CAPACITY

 

INVENTORY MANAGEMENT > SETUP MENU

Capacity setup in the location drives Directed Picking and can assist in the rotation of inventory to primary bin locations. The Location Capacity Report requires capacity set up in the bin location so it can determine how empty or full the locations are. Click for more information about Directed Put Away.

 

Min Max Calculate Option - The Calculate Option can be calculated from the item Volume and Number of Units. If there are no maximum settings then Put Away will treat that no limit. Volume is ideal when a mix of goods are stored in the location. The No. of Units is ideal when the same item is in the location (primary item location) or the items stored are the same size.

If (*P) License Plate is not enabled then the Volume criteria are computed by the volume field setup in Item Code Maintenance multiplied by the quantity on hand in the location.

If there is a value No. of Units and Volume, the system evaluates the maximum Volume before the No. of Units.

If (*P) License Plate is enabled the Volume is obtained from the Case ID Type from the top level ID. Only if there is no value for Case ID type the volume for the ID is obtained from the Total Volume field in Pallet ID Maintenance.

The Total Volume is a computed value for the items in the ID and it can be overridden in Pallet ID Maintenance.

For (*P) License Plate the Limit to Put Away to the ID Types option attempts to limit only the ID Types selected in bin location maintenance to go into the location.

Following are examples:

 

Select No. of Units - Only a quantity of 100 will be allowed into the location. If the location is designated as a Primary Bin Location and associated to an item, only that item will be allowed into the location.

 

Std U/M Volume, No ID types and Limit ID type– (*P) Only inventory at the standard unit of measure will put in this location. IDs are excluded because the Limit Put to the ID types is ON and no ID types were selected.

 

 Std U/M Volume, No ID types and Limit ID type– (*P) Only inventory at the standard unit of measure will put in this location. IDs are excluded because the Limit Put to the ID types is ON and no ID types were selected. 

 

 Std U/M Volume, ID Type is selected and Limit ID type is not selected– (*P) All inventory can put to this location because the Limit ID type options are OFF. During Put calculations, the system will see the CASE and MAST ID types are designated and will lean those ID types to this location. Those ID types will calculate up to a volume of 400. Standard U/M items will calculate up to 300. Other ID types not selected here is calculated at 300. 

 

 

 

4. MULTI-BIN SPACE BY LOCATION TYPE REPORT  

 INVENTORY MANAGEMENT > REPORT MENU

The Multi-bin Space by Location Type Report helps reconcile location setup. It categorizes warehouse Areas Primary Pick Locations, Pick Locations, Overflow and Staging and other. It highlights designated Regions and Aisles associated to bin locations. It also shows an association of which items are tagged to locations as primary bin locations.

 

Warehouse setup can be simple and straightforward. A straightforward setup of ACS Multi-bin and WMS can be good for small to medium needs. To help break down inventory between areas and to utilize Put Away automation it useful to identify locations with different location types and regions. More information about the setup is discussed in the initial sections of the manual. Following is a reminder of structures using location types.

 

Model A straightforward setup. Good during the initial setup of the system.
Model B sets up overflow location to immediately separate inventory from the Pick area.

Model C region and aisle setup will help the system place goods where planned. Model A straight forward setup. Good during the initial setup of the system.


 
 

 

 

5. WAREHOUSE CODE MAINTENANCE  

INVENTORY MANAGEMENT > SETUP MENU

 



Once Multi-Bin and WMS have been turned on for a company, each warehouse is designated as enabled or disabled from usage. Enabled warehouses initial Initialization of inventory is required. Staging Locations and Stage Regions can be designated to automate receipt of goods, RMA, put away and shipping, selection of raw materials and the location for finished goods. (rec) and (iss) shows whether the receipt and issue dates are changed to multi-bin inventory when transferred.

Disable Multi-Bin for this Warehouse - For warehouses which do not need multi-bin tracking and WMS features, the warehouse can be completely disabled. The system will check there is no physical inventory taking place. It will also check if there are open transactions. It will provide an option to proceed if the user has Multi-bin Adjustment security right. If clicking Yes to proceed with this override, be sure there are no transactions pending with this product line.

Clear - If a warehouse that was previously enabled for Multi-Bin and then is disabled, the Clear button will prompt. This will clear all QOH information from any bins associated with items in that warehouse. Clearing disabled inventory is irreversible and is good housekeeping.

Initialize - The Initialize button is a quick bin Initialization for this warehouse. For more information about Bin initialization, please review page 27.

Warehouse Stage Bin Locations - Designate Staging locations to auto allocate inventory by them and staging locations and Regions can be used for Put Away and Wave Picking.

Multi-bin WMS Options provides the options to turn-on automatic allocations for Staging locations. Raw materials can be selected from primary bin locations and these staging locations. Finished goods finished in production and completions can automatically land in the finished goods staging locations. Receiving to the receiving location and shipping auto allocations on the fly can be drawn from the Shipping staging location. There are other overrides after the initial company options are set.

Multi-bin Put Away report can look at the staging locations as well as the staging region. Wave Picking (*W) can view inventory in the Shipping Staging location and staging region.

 

Disable Multi-Bin for this Product Line - For product lines which do not need a bin and WMS tracking, Multi-Bin can be completely disabled, regardless of the warehouse setting. The system will check there is no physical inventory taking place. It will also check if there are open transactions. It will provide an option to proceed if the user has Multi-bin Adjustment security right. If clicking Yes to proceed with this override, be sure there are no transactions pending with this product line.

Clear - If a product line that was previously enabled for Multi-Bin and then is disabled, the Clear button will prompt. This will clear all QOH information from any bins associated with items in that product line. Clearing disabled inventory is irreversible and is good housekeeping.

Initialize - The Initialize button is a quick bin Initialization for this product line. Initialization is required after re-enabling a product line. For more information about referring to Multi-Bin Location Initialization.

Default Regions and Aisles to Store Product Line - To give favor to store goods in product lines to certain warehouse Regions (e.g., warehouse zones) or Aisles. Information can be overridden in by item in inventory maintenance and inquiry. Click for more information about Directed Put Away.

Override Directed Picking Settings for this Product Line - Enabling this option will override any directed picking options set up in Multi-Bin Options specifically for items belonging to this product line. The Directed Picking Options on this screen must be set up if this option is selected. Directed Picking options selected in Inventory Maintenance will supersede settings for the item.

Disable Directed Picking Allocations for this Product Line - To disable this product line from the Directed Picking options the Override Directed Picking settings must also be turned ON.

Override Directed PutAway Settings for this Product Line - Enabling this option will override any directed PutAway options set up in Multi-Bin Options specifically for items belonging to this product line. The Directed PutAway Options on this screen must be set up if this option is selected. Directed PutAway options selected in Inventory Maintenance will supersede settings for the item.

 

 

 
  6. PRODUCT LINE MAINTENANCE   

INVENTORY MANAGEMENT > SETUP MENU

 
Multi-bin and WMS settings based on product line. Company-wide settings that are set up in Multi-bin Options can be overridden by product line. Designating default warehouse regions (zones) and Aisles, as well as the directed picking and put away options, is selected here in product line maintenance and can be overridden in inventory maintenance.

Setup_and_Locations.PNG

 

Override Directed Picking and Putaway Options - select checkbox to override directed picking and directed putaway options for the product line. Item
code maintenance settings will override the product line.

Default Regions and Aisles to Store Product Line - for product lines, set default regions or
aisles for Put Away. Item Code regions and aisle setting override these settings for the individual item.

Pallet Case ID for Directed Picking - (*P)- prioritizes these ID types that is automatically selected during directed picking. Applies when the option to Allocate higher level Case ID is OFF. See ID U/M settings.

Pallet Case ID for Receiving and Finished Goods - (*P) sets P/O Receipt of goods U/M Conversion and finished good defaults to auto-create ID levels.

Disable Multi-Bin for this Product Line - For product lines which do not need a bin and WMS tracking, Multi-Bin can be completely disabled, regardless of the warehouse setting. The system will check there is no physical inventory taking place. It will also check if there are open transactions. It will provide an option to proceed if the user has Multi-bin Adjustment security right. If clicking Yes to proceed with this override, be sure there are no transactions pending with this product line.


Clear - If a product line that was previously enabled for Multi-Bin and then is disabled, the Clear button will prompt. This will clear all QOH information from any bins associated with items in that product line. Clearing disabled inventory is irreversible and is good housekeeping.

Initialize - The Initialize button is a quick bin Initialization for this product line. Initialization is required after reenabling a product line. For more information about referring to Multi-Bin Location Initialization.

Default Regions and Aisles to Store Product Line - To give favor to store goods in product lines to certain warehouse Regions (e.g., warehouse zones) or Aisles. Information can be overridden in by item in inventory maintenance and inquiry. Click for more information about Directed Put Away.

Override Directed Picking Settings for this Product Line - Enabling this option will override any directed picking options set up in Multi-Bin Options specifically for items belonging to this product line. The Directed Picking Options on this screen must be set up if this option is selected. Directed Picking options selected in Inventory Maintenance will supersede settings for the item.

Disable Directed Picking Allocations for this Product Line - To disable this product line from the Directed Picking options the Override Directed Picking settings must also be turned ON.

Override Directed PutAway Settings for this Product Line - Enabling this option will override any directed PutAway options set up in Multi-Bin Options specifically for items belonging to this product line. The Directed PutAway Options on this screen must be set up if this option is selected. Directed PutAway options selected in Inventory Maintenance will supersede settings for the item.

    PRODUCT LINE MAINTENANCE - DIRECTED PICKING OVERRIDE

INVENTORY MANAGEMENT > SETUP MENU

Multi-bin and WMS settings based on product line. Company-wide settings that are set up in Multi-bin Options can be overridden by product line. Directed picking selected here in product line maintenance and can be overridden in inventory maintenance. Click to review Sales Order directed picking options.

 

  PRODUCT LINE MAINTENANCE - DIRECTED PUTAWAY OVERRIDE

INVENTORY MANAGEMENT > SETUP MENU

 
Multi-bin and WMS settings based on product line. Company-wide settings that are set up in Multi-bin Options can be overridden by product line. Directed putaway selected here in product line maintenance and can be overridden in inventory maintenance.

OVERRIDE PUT AWAY RULES

 

Put Goods in the - Can choose to first put goods in the Pick Area or Overflow Area. Pick area is the normal choice unless Overflow locations is chosen.

Next Put Goods in - Select to store at or near the Greatest QOH or Least QOH. Still evaluating Regions and Aisles that may be set up in options, storing goods where the Greatest QOH could be best if you are not storing goods where the same inventory item exists. The Least QOH can be best when storing in the same location.

Sort by Bin Location and Sort code sorts bin locations within Regions and Aisles by this option.

Disallow Put to a location where the same item exists - skips puts where the same item exists. Except for Primary Pick Locations designated in inventory maintenance. Skipping the primary location is normal.

Dissallow mix of lots in locations - skips puts to locations with the same item and different lot numbers.

Prefer to put where the same inventory exists - will allow put of the same item in a location if running out of available locations to store goods.

Put to the next highest location in the selected region(s) - discussed on the next page and example.

Put in Primary Pick location if not stock - if there is no inventory and availability in the Primary Pick locations. If multiple primary pick locations are setup then goods are assigned to the lowest priority location first (i.e., 5th, 4th, 3rd, 2nd and 1st).

Put in Shipping and advice to ship backorders - if there is no stock and has backorders the system will skip other advice to advise to transfer goods to the Shipping Staging location. It advises up to the quantity on backorder and the Shipping Staging location must be set up in Warehouse Code Maintenance.

 

 

    7. MULTI-BIN LOCATION INITIALIZATION 

INVENTORY MANAGEMENT > SETUP MENU

 

Multi-bin Location Initialization should be performed for each warehouse enabled for Multi-bin inventory. An option to turn ON multi-bin on-the-fly for warehouse codes that were turned OFF. Inventory can be assigned to one location or to a bin location already setup in Item Maintenance.

  

Initialize Multi-Bin Inventory for Warehouse - To initialize bin locations by warehouse, select the warehouse code. You must then select a Default Bin Location as created in Bin Location Maintenance.) Clicking proceed will initialize ALL items with QOH into the default bin.

 

Initialize Multi-Bin Inventory by Product Line. This is a must if certain product lines have been Multi- Bin disabled.

 

If Use Item Warehouse Primary Locations is selected, the system will check the Item setup for a bin location. If one is designated for the warehouse being initialized, that item’s QoH will go to its listed primary bin instead of the default bin.

 

Once initialization is complete, additional warehouse bins can be created (or imported) and items can be transferred into them using Inventory Transaction Entry or Physical Counts. 

 

 

 

(*E) Feature for Add-on for Expiration Date and Vendor Lot Traceability

(*P) Feature for Add-on for License Plating - Case Packs, Pallets, and Containers

(*W) Feature for Add-on for Wave Batch Picking

 

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