Modules:Advanced Warehouse Operations/Distribution Order On The Fly
Distribution Order On The Fly (DO OTF) allows us to create a Distribution Order Issue while we scan the products that are going to be issued. Check documentation for Distribution Order to understand better the Distribution Order concept.
Unlike Distribution Order, DO OTF can be created from Mobile application. Lines of the DO OTF are created at the same time we go through the warehouse scanning products and the picking and issue of those goods is done when we confirm that DO OTF from the Frontend or from the Backend.
There is no specific configuration for Distribution Orders On The Fly. We just need to select "On The Fly" checkbox when creating a Distribution Order Issue (when the flow is not started in the Frontend).
Configuration in combination with Advanced Warehouse Operations
Distribution Orders OTF introduces a new Inventory Transaction Types (ITT) to Advanced Warehouse Operations (AWO):
- OTF-DOI "Issue Distribution Order On The Fly"
The Routings for the OTF-DOI should be defined as "External Routings" because they connect two different warehouses as we do wit Distribution Order Issue. We must follow same routing configuration as regular Distribution Order Issue.
Confirmation must be defined as automatic to Pick and Issue the DO OTF when confirming it. Manual confirmation is not recommended for DO OTF, as it will create tasks to be manually confirmed afterwards.
Routing and Warehouse Algorithm Assignments
For Routing and Warehouse Algorithm Assignments we just need to choose the Inventory Transaction Type for DO OTF and the PA Warehouse Algorithm we want for this case (no PK Warehouse Algorithm is required here as the user manually picks the stock on the fly). See Routing Assignments of Advanced Warehouse Operations for more details.
The mandatory flow for Distribution Orders On The Fly with Advanced Warehouse Operations is:
- Create a Distribution Order from Front-End Distribution Order window, or from the Backend's Distribution Order Issue window checking the "On The Fly" flag.
- In Front-End only, create Distribution Order lines scanning products or adding products from Product popup.
- Confirm the Picking and the Issue from the Front-End Distribution Order window with "Confirm All" button, or in the Backend's Distribution Order Issue window with the button "Book".
- Execute the Receipt with the button "Receive" in the window Distribution Order Receipt, or from the Front-End menu "Receive". (Same as we do with a regular Distribution Order)
Create Distribution Order On The Fly
We can create DO OTF in Distribution Order Issue in the Backend or in the from Front-End AWO application. There are several different ways to create them.
We can create a Distribution Order On The Fly in Distribution Order Issue window (Backend) just checking the checkbox "On The Fly". The Distribution Order Status will be created in "Ongoing" status allowing us to work with this Distribution Order before processing it.
Front-End AWO application allows us creating a Distribution Order OTF clickin in the menu option "Distribution Order".
In the next step we must select a Warehouse Receipt, select restrictions that will be explained in From Scratch with restrictions and we will be able to do Explode Lines explained in Using Explode Lines
Finally, the DO OTF will be created in "Ongoing" status and we will be able to start adding or scanning products.
From Scratch with restrictions
When creating a DO OTF from scratch, we can add restrictions to avoid adding products that we do not want to add in this Distribution Order. We can add restrictions by Product, Product Category, Product Characteristic, Internal Routing Area, Storage Bin Group and Storage Bin.
When we try to add a stock that doesn't fill the restrictions, we will show a popup informing of that.
In the backend, we can press Restrict and Explode button to add those restrictions for the Ditribution Order OTF.
Preference:Limit for Distribution Order Selector Record
By default first 300 records are shown in the Warehouse receipt selector.
If there are more than 300 warehouses, it is possible to set a preference: "Limit for Distribution Order Selector Record" to show records in the Warehouse Receipt selector.
Using Explode Lines
If we want to create a DO OTF with all the products of a Category or from a Storage Bin for example, we must select Explode Lines check in the Select Restrictions popup. Selecting restrictions and the Explode Lines check, the Distribution Order OTF created will generate lines with the stock fulfilling all the restrictions added.
The DO OTF will be created with the stock fulfilling the restrictions and a line will be created for each product-bin combination. In each line, the available stock will be the stock on that bin and same for the Expected Amount.
Each line created will have related a Reservation in Draft status. At this moment the stock is not reserved yet.
When we scan the stock for that line, the Draft Reservation will be Confirmed so the stock will be reserved. If a line has 10 as Expected Qty but we only scan 2 items, we will have a "Draft" Reservation with Quantity 8 and a new "Confirmed" Reservation with Quantity 2.
There is no need to match the expected Qty column. We can scan less products or leave lines with Counted Qty to 0.
We can do the same in the backend by pressing "Restrictions and Explode" and selecting Explode Lines.
Load existing DO OTF
We are able to load existing DO OTF in the Front-end application. There are several options to filter by in the Distribution Order History popup.
The default filter is Document Status => "Ongoing" but we can filter by Document No (filter will use 'contains'), Date From and Date To to use creation Date as reference to search and Warehouse Receipt. Opening a DO OTF Ongoing will allow us to continue working with this Distribution Order but if the DO OTF has another Status, all the actions will be disabled and we only will see the DO lines and print button.
In case Confirmed Quantity is greater than Available Quantity, DO line would be highlighted with Red Border and Red Text for Confirmed Quantity with a Negative Stock Label.
In Portrait View, the lines would be marked with Quantity Label, Quantity in Red Color and a Warning icon in Red Color.
Confirm the quantities of the DO OTF
Once the Distribution Order On The Fly is created in "Ongoing" status, we can add stock to generate Distribution Order Lines. First of all, we need to define the origin Storage Bin to define from where we are going to pick that product and then we can press on "Add" button to select a product, or we can scan the bardcode of that product. A new line will be created with the bin and product selected. In case we want to increase/decrease the quantity for that line we should use quantity Counter of the Counted Qty column.
In the moment the stock is added to a line a completed allocated reservation will be automatically created. Therefore the stock is reserved for this distribution order line. In order to release that reservation, we should remove the line, or decrease the quantity scanned or remove the whole Distribution Order OTF.
This action cannot be done from the ERP, we must do this in the Front-end AWO application.
Confirm All DO OTF (Pick and Issue)
Once we have finished scanning lines, we must press "Confirm All" and the application will create and confirm automatically tasks for Pick and Issue for all Distribution Order lines (if routing is configured as Automatic confirmation).
We can do same action in the Backend in Distribution Order Issue window by pressing "Book" button.
The Distribution Order will be change to "Confirmed" status and the corresponding Distribution Order Receipt will be created for the defined Warehouse Receipt in that moment.
In case we try to confirm a line where the stock of the product in that bin is lower than the Counted Qty, a popup will be shown informing of that and we will be able to continue or stop confirming the DO OTF to fix that problem. Note that to be able to work with negative stock, the bin must be previously configured to allow over-issue.
Finalize Distribution Order flow
Revert Distribution Order
We can revert DO OTF in Distribution Order Issue in the Backend or in the from Front-End AWO application. There are several different ways to create them.
We can close a Distribution Order in Distribution Order Issue window (Backend). The Distribution Order Status will be "Confirmed". Clickin in the Revert button al choose the Close option
Finally, the DO OTF will change the status to "Closed".
Revert Issue and Cancel Document
We can close a Distribution Order in Distribution Order Issue window (Backend). The Distribution Order will be:
- Document Status:"Confirmed".
- Issue status > 0%.
- No line should have quantity received.
Clickin in the Revert button al choose the Revert Issue and Cancel Document option
Finally, the DO OTF will change the status to "Closed" and marked the checkbox "Canceled".
The AWO Front-End application also allows us to reverse a Distribution Order clickin in the menu option "Distribution Order".
In the next step we must select a Distribution order whit status "Confirmed"
Clickin in the Revert and Cancel button (if the DO has a line with reserved quantity, the button will appear disabled)
Finally, same as backend, the DO OTF will change the status to "Closed" and marked the checkbox "Canceled"
Distribution Order On The Fly without Stock Reservations
It is possible to create a DO OTF without generating stock reservation.
To do this, the check "Confirm Stock Reservation" in Distribution Order Issue header should be unchecked.
By default this field is checked. If it is desired change this value, do it in the client template.
When Confirm Stock Reservation is unchecked, reservations created are in Ongoing status and reserved qty 0. These reservations do not generate a stock reservation.
When the OTF DOI is confirmed, these reservation lines disappear.