TABLE OF CONTENTS

  1. Wave Batch Overview (*W)
  2. Select By Fill Rate and Wave Batch Setup
    1. User Fields Setup and Priority Codes
    2. Automatic Split Setup
  3. Batch Creation Overview
  4. Selection Fields and Grids
  5. Selection Grid Buttons 
  6. Pick and Transfer Screen
  7. Ship/Invoice Picked and Staged Options
  8. Picking Sheet Printing
  9. Auto Create Batches with Unattended Mode 
1. Wave Batch Overview

 SALES ORDER > MAIN MENU > WAVE BATCH ORDER SELECTION

The system selects the orders that are shipping for you. The system will produce the utmost results to ship orders based on available inventory.

  • Use to automatically prioritize inventory to A, B, C customers, automate groups and individual pick sheets, allocate inventory and fill back orders.
  • Create batches of orders to pick for your best customers.
  • Produce pick sheets for orders that are quick to pick or 100% fillable. Select orders to ship by fill percent rate and ship/promise dates.
  • Prioritize inventory to customers with priority codes to customers and orders. Designate orders as ship complete and to be sure to ship today.
  • Prepare batches of orders to pick days or weeks in advance.
  • Pick sheets for batches of orders, Pick to Package, Pick by Zone, Individual Order pick sheets. Produce Split Pick Sheets to use multiple pickers on the same order or a batch of orders.
  • Automatically create Split Pick Sheets for Zones, Location Types and Number of Lines on orders. Unattended mode automatically creates batches and prints pick sheets.
  • Pick and move picked goods to staging locations.

Wave Batch Picking provides an easy-to-use grid for the selection of orders to pick and ship. The system intelligently tracks which orders have been selected and printed already to determine which orders are still available to ship, taking the worry away from the user. Expedite orders through the process by auto-selecting by the Fill Rate or using the Ship Complete option, lowering the additional freight cost of multiple shipments.

Utilize Customer Ship Priority codes to give those orders shipping priority and override as needed. Additional order and customer specific options are available, allowing for automatic shipment selection, including Inventory Priority Code, Ship Today, Ship Complete, Ship Lines Complete. The Ship Complete option ensures that the entire order is shippable before selection and all backorders can be set to Ship Complete automatically to save shipping fees on backorder fill. 

Wave Batch pick sheets can be printed by bin location or your optimum pick flow. In addition to printing regular individual pick sheets, you can print in time saving for the batch of orders. Choose to summarizing by items that need to be picked in a location or separated by the order so you can pick right into shipment boxes.

Wave batches can be split into individual pick sheets so that multiple pickers can pick the same orders or wave batch. Split by Warehouse zones (Regions), Location Types and Number of lines to pick.  

2. Select By Fill Rate and Wave Batch Setup A) Multi-Bin Company Wide Options - Pick Sheets 

INVENTORY MANAGEMENT > SETUP MENU > SCANCO MULTI-BIN WAREHOUSE MGMT SYSTEM OPTIONS > PICK SHEETS TAB

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Replace S/O Picksheet Printing - Enabling this option results in the Wave Batch Selection screen replacing the Picking Sheet Printing on the Sales Order Main menu. When Pick Sheet Printing is selected the Wave Batch selection screen will come up instead of S/O picking sheet printing. Uses defaults options in Wave Batch for Splits. If splitting the pick sheet use the S/O Pick Sheet Template for Splits to print split pick sheets and the pick sheet header will reference the split pick sheet Wave Batch number.

Allocate Goods To - This is set to always allocate goods only to Sales Orders

Allow S/O Quick Print to Auto Create Wave Batches - Allows Sales Order Quick Print Pick Sheets to create a wave batch for that sales order. If the Split option to split the batch by the number of lines per split, orders less than the number of lines will not create a Wave batch.

Auto Allocate Inventory from Bin Locations

Disallow access to Sales Orders - Sets restrictions for users accessing sales orders when selected to a batch. 

  • No Restriction
  • Restrict when the order has been added to a batch.
  • Restrict when picking has been started.

 

Picked Goods Required to Invoice - Enabling this option designates that Invoice and Shipping entry checks the sales order has been picked before proceeding.

Stage Goods in to Invoice - Invoice and Shipping entry checks that the Location Type is Staging for the bin locations allocated for the sales order before proceeding.

Create Invoices in Batch - Choose to allow batches to create Invoices or Shipping entries.

  • None
  • Invoices
  • Shipping Entries

 

B. Select By Fill Rate Wave Batch Options 

SALES ORDER > MAIN MENU > WAVE BATCH ORDER SELECTION > OPTIONS

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Turn Backorders to Ship Complete - The Ship Complete option in the sales order will be set for back orders created after shipments.

Prompt to Hard Allocate Batch- provides option to hard allocate inventory to the wave batch prior to printing picksheets or exiting from the batch. Hard allocations are performed automatically otherwise.

Next Wave Batch Number - Designate the next batch number.

Default Fill Rate range - Designate the default fill rate required to fill sales orders when creating a new batch.

Default Selection Options - Default order types and statuses to search for when creating a new batch.

C.   Wave Batch User Defined Fields Setup and Priority Codes 

WAVE BATCH UDF FIELD OPTIONS

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Pick_Priority - A maximum of 3 character code is selected for order priority. Can be defaulted from the customer master file to auto fill sales orders as they are created.

Ship_Today - Supersedes the Pick Priority for the highest priority

Ship_Complete - The ship complete order looks for 100% fill rate. Options can set backorders to ship complete as they are created from invoice update. 

D.   Auto Split Wave Batch Options 

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Auto Split will automatically divide a wave batch into smaller batches with an associated wave batch number. Auto Split Batch selections are by Region, Location Type and No of Lines. When selecting No of Lines option then you can select the number of lines per split batch.

MASTER AND WAVE SPLIT PICK NAMES

Master Pick No represents the main wave pick number. If the wave batch splits the master wave number retains all lines to the batch. The Split Wave batches have the lines to its own batch.

The last number of the Master number is used for splits so masters increment by 10 and zero is always the last number.

  

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Split Wave Batch Numbers (“Split No”) add letters at the end of the Master Wave Pick Number. From this example the letters replace the 0 zero in 4290—resulting in splits 429A, 429B and 429C.

When Split numbers exist, picks and transfers can be done by the Split Number. In fact when selecting the Split number, the Pick Transfer screen launches. When printing pick sheets continue to use the Master number.

 

E. Wave Bach Unattended Options 

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Unattended auto creates Wave Batches as the number of unpicked batches goes down. The steps to turn ON unattended is as follows:

  1. Default Batch Code Designate a code to enable Unattended
  2. Set Unattended Options
  3. Create a new Wave batch and designate all of the desired selection
  4. Click the Unattended button located on the bottom of the selection

No of Orders Per Batch, No of Batches to create, No of Batches Remaining.From this example— the system will create 5 batches with 3 sales orders in them when there is 2 batches remaining to pick.

Restrict Sales Order No, Ship Dates and Promise Dates. Click ON to use these selection fields to filter the order numbers and dates when the system auto creates batches.

Print Pick Sheet Options. Click ON Auto Print Pick Sheets to auto print pick sheets as batches are automatically created. 

3.   BATCH CREATION OVERVIEW

SALES ORDER > MAIN > WAVE BATCH ORDER SELECTION 

The selection screen provides the ability to intelligently select orders, designate them to a batch, allocate firmly allocate multi-bin inventory and print. The Pre- Select Grid (on the left) are all of the orders selected from the selection criteria and priority codes. The system will schedule inventory to allocate to the orders in the QtyToAllocate column. Individual or All orders can be added to the Batch (on the right).

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Wave Pick No: Click next number to use the next auto assigned number.

Selection Criteria: Select the desired ship dates, order fill rates and order header filters.

Select: Process selections and display results in the left grid.

Left Grid: Pre-select of sales orders based on select criteria. All orders are check marked.

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4.   SELECTION FIELDS AND GRID

SALES ORDER > MAIN > WAVE BATCH ORDER SELECTION

You can choose to process all orders or to process certain orders. The selection fields gives you the ability to easily segregate batches as it makes sense for your order processing. Some selection choices for batch creation could be as follows:

Select orders shippable for today or for next week

Select all orders that haven’t been selected yet. A complete back order

Select all orders 100% fillable now and then another batch for less than 100% fillable Select orders for a certain Route or Ship Via code

Select all orders give large customers where the customer has multiple orders in the system Select all orders that haven’t been quick printed by customer service/order

Select all orders for a certain item.

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Wave Pick No - Click the # next wave pick number. The Wave Pick No is also referred as the Master Pick No. The system increments the master number by 10 to allow for splits.

Select all orders for a certain item.

Sales Order Ship Date Range - Select the desired order ship dates. Select today’s date to ship orders due today. Clear the From Ship Date to select all orders e.g., blank to today’s date. Select a date range in the future to select orders shippable next desired period. The Sales Order Header option to Ship Today will ignore the date range selection.

Sales Order Fill Rate Range - Select the order fill rates to process. 100% to 100% selects only orders fully shippable. Select a lesser fill rate range to get orders with non-shippable lines. Fill rate ranges can be selected for .01% to 100% will select all orders that have something to ship. You can review the Log to identify the items the system determine is not shippable.

Sales Order Line Promise Date Range - If your business utilizes the Sales Order Detail Promise Date - you can select sales order lines based on the line promise date. The Sales Order Header option to Ship Today will ignore the date range selection.

Standard Orders and Back Orders - Check to match the Sales Order type—Standard and Back Order

Orders on Hold - Check to include sales orders where the Order Status field is on hold. The Sales Order Header option to Ship Today will ignore this if unchecked.

Unauth/Expired Card Orders - Check to include unauthorized credit card status.

Pick Sheet Printed/Allocated - Check to include orders which have allocated inventory and the pick sheet has been printed.

Ship Complete - (Requires UDF Field on SO Header) Check to include orders designated as Ship Complete. It will ignore the fill rate range. This option allows you to select and diagnose Ship Complete orders.

Ship Complete Drop Down Selection Options:

  • Yes: Include orders marked with the ship complete options in the selection process
  • No: Exclude orders marked with the ship complete option in the selection process
  • Only, 100% fill: Limit to include ONLY orders with the ship complete option, and only those with 100% fill rate.
  • Only, any fill rate: Limit to include ONLY orders with the ship complete option, but allow the selection of any fill rate.
5.   GRID ACTION BUTTONS

Log Button - Prints all orders that are not selectable, orders and inventory that didn’t meet the fill rate and orders that didn’t meet the on hold order statuses.

  • Could not meet fill rate selections w/25.00% - when the order doesn’t meet Fill Rate Range
  • Item GB-MD791 Qty to alloc 4 Qty avail 1 - items not fully shippable when not meeting the Fill Rate Range. Also prints item when it does meet the Fill Rate and the order was selected.
  • Order on Hold - If the Sales Order Header Status is set to Hold.
  • Exists in Wave Batch No 0000004270 - Sales Order is in another batch so its not selectable in this batch. Invoice in Progress - Sales Order is in invoice or shipping entry. 
  • Could not Ship Complete w/fill rate of 25.00% - Order is designated as Ship Complete and it could not meet the Fill Rate Range.
  • Option Allowed Ship Complete w/fill rate of 25.00% - The Order is designated as Ship Complete and the order was selected because the option to select orders with Ship Complete
  • Sales order no. 0000123 locked. A user is probably in the sales order 
  • No lines met selection criteria - could not meet Line Select filters like the wrong warehouse code
  • Skip Order Pick Sheet Printed/Alloc 25.00% - Didn’t select the order because the order was printed and has allocations and the option to select those is unchecked.

UnAllocate Button - Unallocates inventory from the selected orders and removes the orders from the batch.

Qty Allocated - Quantity of Multi-bin Inventory allocated to the order. This could have been selected in sales order entry or by auto- matically selected with Multi-bin Automatic Allocations. Automatic allocations use the setup from Multi-bin Directed Picking options.

Qty To Allocate - is the scheduled allocations calculated as you select the orders and priority codes. These are temporary allocations by reserving from the Allocable Multi-bin inventory, discussed below. 

Fill Rate% - is computed by Qty Allocated + Qty ToAllocate/Total Quantity on the Order. The Fill Rate% will match the selection screen and 100% for Ship Complete orders.

Add to Batch Grid from the Selection Grid - all selected orders are assigned to the Wave Batch. Scheduled inventory alloca- tions are retained.

Remove from Batch Grid - Orders are removed from the Batch. You are provided an option to unallocate the inventory.

Picked - Inventory for lines on the order have been picked

Transferred - Allocated inventory on the sales order has been transferred.

Allocate button - allocates multi-bin inventory according to the Multi-bin Directed Picking Options. Allocation op- tions overrides by product line and item still applies. If the option to prompt when allocating, the Batch will be prompted to do this allocation before exiting or printing it. The system immediately reflects the movement from the scheduled Qty ToAllocate to Qty Allocated. If allocating only to orders, you can allocate an order, not print them and delete the wave batch.

 

Messages when allocating batches:

  • Fully Allocated orders indicates all of the scheduled Qty ToAllocate inventory was allocated to the orders.
  • No new allocations to bin locations indicates no changes to the allocations. The system still recalculates the Wave Summary by Bin Location.
  • Could not allocate some inventory to bin locations indicates some of the scheduled inventory could not be firmly allocated to the order. Inventory may been allocated ahead of the Wave Batch was in process. Review the Qty ToAllocate column in the Batch grid to review the items selected in the order. If inventory is released you may re-Allocate the Multi-bin inventory any time.

 

Individual Print Pick Sheets button - Prints the standard MAS90 picksheets for all orders selected in the Wave Batch. The Multi-bin option to print Wave Pick sheet still applies and will be prompted if on.

Consolidated Wave Pick Sheets button - Prints Wave Pick sheet for the batch with the summarized quantities in the Batch by the locations and item.

Order/Pkg Wave Pick Sheets button - Prints Wave Pick sheet for the batch with detailing the associated sales order number. Sorted by the location or pick sheet sort option.

  

6.   PICK SCREEN 

SALES ORDER > MAIN > WAVE BATCH ORDER SELECTION > PICK BUTTON SALES ORDER > SHIPPING > WAVE BATCH PICK ENTRY

You can choose to Pick and Transfer inventory in the batch. When using the Scanco handheld, Picking and Transfers can be done on the handhelds and the Pick screen is for reference only. Pick entry can be selected from the Pick Button in Wave Batch Order Selection or it can be selected directly from the Sales Order Shipping Menu. Split Pick Numbers will auto run the Pick screen. Master Picks you can choose the Pick button to run the Pick screen.

 The Pick screen provides the ability to pick inventory from other locations. The destination location to transfer inventory is defaulted from the Shipping staging location in the warehouse and can be overridden.

  

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Select All: Click the green button to select all lines.

Update Picks: Click to update entered picks.

Update Transfers: Click to update Quantity to Transfer.

Qty Picked: Users can click on this column to override the quantity picked to the actual.  

7.   SHIP/ INVOICE PICKED AND STAGED INVENTORY

Picked inventory can be validated as you invoice/ship sales orders. There can be a concern is to validate that all Split Pick sheets have been picked and/or staged before invoicing the order. There is also another option to only invoice lines that have been Staged. This way unpicked and unstaged allocated inventory is not inadvertently invoiced.

Picked Goods Required: Checked will validate Invoice and Shipping Entry to insure inventory on the sales order has been picked.

 Stage Goods in Shipping: Checked will validate Invoice and Shipping Entry inventory allocated on the sales order has been staged. The checkbox Override Wave Batch is Transferred overrides the Pick Entry screen to reflect it has been completed. This is useful if no inventory was picked on a Split Pick but yet the order can be invoiced.

Invoice/Shipping Unallocate Not Staged: Checked will clear all allocated inventory that is not in a staging location. Inventory not staged with this option says the items were originally allocated from a pick location but was not.

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8.   PICKING SHEET PRINTING

Individual: Prints a pick sheet for each sales order in the Wave Batch. Same as regular Sage Pick Sheets.

Consolidated: Prints a summarized pick sheet combining all lines in the Wave Batch. Quantities to pick reflect the total to pick from each bin location.

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Order/Pkg: Prints a pick sheet for all lines of the Wave Batch. Quantities to pick reflect the total to pick for each sales order in a bin location. This is the same pick sheet as the Consolidated but includes sales order detail.

mceclip8.png 9. AUTO CREATE BATCHES WITH UNATTENDED MODE 

Unattended auto creates Wave Batches as the number of unpicked batches goes down. The steps to turn ON unattended is as follows:

Step 1. Set Wave Batch Unattended Options

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  1. Default Batch Code Designate a code to enable Unattended
  2. Set Unattended Options
  3. Create a new Wave batch and designate all of the desired selection
  4. Click the Unattended button located on the bottom of the selection

  

No of Orders Per Batch, No of Batches to create, No of Batches Remaining.From this example— the system will create 5 batches with 3 sales orders in them when there is 2 batches remaining to pick.

Restrict Sales Order No, Ship Dates and Promise Dates. Click ON to use these selection fields to filter the order numbers and dates when the system auto creates batches.

Print Pick Sheet Options. Click ON Auto Print Pick Sheets to auto print pick sheets as batches are automatically created. 

 

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Step 2: Create a new Wave batch

Step 3: Designate all of the desired selection criteria.

Step 4: Unattended Button: Before clicking make your selections so the system will select the orders you want to auto create. For example designate the warehouse code and a SHIP VIA code to represent to non LTL orders or UDF fields for the small orders.

 

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Step 6: Exit Proceed/Proceed: 

Exit Proceed: Most of the time click this button. This will start the process and close out of this screen. To stop the process re-click the Unattended button and click the Stop button.

Proceed: This will start the process and keep this screen up.

Create: Creates a single batch on the fly.

Stop: Turns OFF the Unattended mode.