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Release: Infor10 Supply Chain Execution Version 10.0
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Batches
Batches consist of orders defined as what-to-batch. The system either includes or excludes orders
based on the criteria found on:
• All orders
• Specific Customers
• Certain order types
• Order handling types
• Min/Max rules specific to orders:
• Total quantity ordered
• Number of order lines
• Amount of cube
• Amount of weight
• Amount of time (relative to the inclusion of a labor standards package)
Sortation
You must define how to handle and control the sortation process, which is related to batches. The
process is defined in terms of Actual sortation stations.
The sortation criteria define how you use and distribute the sortation locations during the batch process.
The criteria are as follows:
• First-come – First-served (FIFO)
• Route and stop
• User Choice
Note:
• Orders to consider for batching must be waved together.
• Picking in bulk (a move in the system) and sortation into customer totes are two distinct functions.
• The bulk-pick function supports orders that are clustered together, as well as a combination of batch
and cluster orders.
• Batch pick always picks from piece-pick or case-pick locations. Full-pallet picks are excluded from
the batch picking process and handled through normal picking methods.
station. You must define a batch carton group for the item to group product together correctly to move
to the sort station.
Sortation stations
Sortation stations define the stations and locations that are used during the sortation process.
4 Select Configuration > Sort Station. The Sortation Station screen is displayed.
5 Click New.
6 Specify this information in the header fields:
• Sort Station Key
• Station Status
• Zone
• Sortation Zone
7 Specify this information in the detail fields to define the sort location:
• Sort Location
• Location Status
8 To create additional sort locations in the sort station, click New in the detail portion of the screen.
Repeat step 7 above.
Note: The application displays a message if the number of sortation station locations is insufficient
to fulfill the orders.
5 Allocate and Release the orders by clicking Action > Release. The release of batch orders initiates
the pick process in the warehouse by;
• Creating Move tasks that are used to direct product from case and/or piece pick location to the
sort station.
The system will assign the same case ID to move tasks for different items that will fit in the same
container based on the defined capacity batch pick container.
• Allocating the orders. These are allocated from the sort location.
Un-batching orders
You can reverse the batch order process using the un-batch option.
To unbatch an order:
1 From the RF device Main menu, select Picking. The Pick Menu (PM1) screen is displayed.
2 Select Batch Pick Moves. The Move Task (TMV) screen is displayed.
3 Press Enter to accept and start working on the task. The Confirm Move (TMV2) screen is displayed.
4 Confirm the required information on RF while moving the product from storage to the sortation
station.
5 Once all moves associated to the batched orders have been completed, the sort process can begin.
1 From the RF device Main menu, select Picking. The Pick Menu (PM1) screen is displayed.
2 Select Batch Sort. The Batch Sort (BP01) screen is displayed.
3 To begin the sortation process, specify information into the Sort Station number field.
4 To accept, press Enter. The Batch Summary (BP03) screen is displayed with the waves that require
sortation.
5 Press 6 (forward) or 4 (back) to scroll records. The batch number displayed on this screen is the
same as the wave key from the Wave Maintenance screen.
6 When the record displays, press Enter. You can select an order list for which all move tasks have
been completed. The Sort Items (BP04) screen is displayed.
7 Specify the Bulk Container ID and the Item/UPC #. The Bulk Container ID is the case ID listed on
the Batch Moves tab of the Wave Maintenance Web UI screen. This is the container that you
previously moved to the sort station when you used the Task Moves function.
8 To accept, press Enter twice. The Sort Items (BP07) screen is displayed.
2 Specify the New Container ID number (outbound drop ID) into which the items are sorted.
3 Specify or select the carton type for the selected outbound container. You can use the F2 key to
select the carton type from a list of containers.
4 Press Enter twice. The Sort Items (BP04) screen displays to continue sorting the current bulk
container.
5 Repeat the previous steps to sort the other items in the bulk container.
When the final sort task is completed for an order, the application displays a completion message.
6 To return to the previous screen, press Esc. The outbound container is now ready for shipment.
The sorter continues to select items for other containers (outbound drop IDs) on the batch order.
7 When the batch order is complete, select the next batch order to sort.
8 After each container is completed, you can move the container to an outbound staging area for
packing, loading, and/or shipping.
1 When the option displays on the Sort Items screen, press O or o (not zero).
This results in a new outbound container that will be used for the current sort task as well all
subsequent sort tasks for this order. You can create other containers for the order as needed.
Terminology
Status
The status is updated to Sorted after the sortation process is complete.
To view the status, open the Allocated Pick Details tab of the Batch Order screen.
Drop ID
To view item details on the drop ID (outbound), select the Detail List tab of the Drop ID screen.
Picking notes
During bulk-pick task execution, the application displays picking notes found on the Item screen. At
the point of sortation, the application then displays any order line notes; however, it does not resend
the item-specific notes, since the picker has already seen them.
See the Infor10 Supply Chain Execution Picking User Guide for more information.
Post-pick validation
During the batch-pick task execution, the application only responds to the post-pick validations associated
with a global or storer override. At the point of sortation, the application displays customer-specific
overrides or a customer/owner/item-specific override for shelf life only. This is because the remaining
validations were performed at a global level during the batch-pick.
See the Infor10 Supply Chain Execution Picking User Guide for more information.
RF-directed loading
As each drop ID is created, the application determines whether the order has a load ID. If it does, the
application creates a load task for the drop ID. If it does not, the application does not create a load
task.
See the Infor10 Supply Chain Execution RF Loading User Guide for more information.
Shipping
After batch picking is completed, normal shipping features apply.