Projects:Warehouse picking/Functional Specification

Contents 1 Warehouse picking 1.1 Dependencies 1.2 Functional Requirements PHASE I 1.2.1 Overview 1.2.2 Scope 1.2.3 Business process definition 1.2.4 User stories 1.3 Functional Requirements PHASE II - Major version 1.4 1.3.1 Overview 1.3.2 Scope 1.3.3 Business Process Definition

Warehouse picking

Dependencies

The functionality will leverage in stock reservations feature and in status delivery feature

Functional Requirements PHASE I

Overview

The purpose of this project is to implement and enhance the management of the picking within a warehouse. This project is leveraged on Stock reservations feature so when the picking list is created these products are reserved and no later picking list can select these products. It is also leveraged in Document status project so this way the user can know whether a sales order is pending to be delivered or not

Scope

• Ability to generate picking list from Sales Order window. One order, one picking list
• Ability to print every picking list. In order to so the module Print and Send documents needs to be installed
• Ability to modify a picking line
• Ability to validate the picking list
• Ability to delete/cancel a picking list

Business process definition

1. Sales Order window
   1. Filter by delivery status
   2. Filter by delivery dat
   3. Column that tells whether a sales order is in status Preparing Order
   4. Select all the sales orders you want to ship
   5. Having all selected a button that creates one picking list per sales order
2. Picking List window
   1. By default not printed Picking list in status draft are shown
   2. Print all selected picking list
   3. Verify the picking list
      1. Directly in the standard window
      2. Using a scanner barcode. This will show a new window where the items will get verified while scanning the items
   4. Process the picking list
   5. Modify a line in the picking list
3. Other windows affected
   1. When the picking list is created a new goods shipment is created in status draft
   2. When the picking list is created a reservation in status complete is created for each order line
   3. When the picking list is process, the goods shipment is completed and the reservations released

User stories

Story 1:

1. Josh, the guy in charge of preparing the sales orders, want to check the orders pending to deliver today
2. He opens the Sales Order window and filters by the pending orders to be delivered
3. He also filters by the current date in the delivery date column
4. Once the system has retrieved all the info he selects all the orders
5. He press the button Generate picking list and confirms he wants to perform the action

Story 2:

1. Jonathan, the warehouse manager, wants to print all pending picking lists
2. He opens the Picking list window and select the corresponding picking lists and press the button Print
3. He collects all the printed lists and distribute between all the warehouse workers

Story 3:

1. Allan, a warehouse worker, picks all the items and carries the products to the checkpoint
2. Jonathan selects the corresponding picking list to start verifying the list
3. The system shows in the screen the picking list with all the lines to be verified
4. Using a scanner barcode Jonathan starts scanning each product and this is reflected in the screen. When a product is scanned the system increase the quantity in the screen
5. Jonathan reviews that all lines are OK and process the picking list. The goods shipment is then completed and reservations released

Story 4:

1. Allan, a warehouse worker, picks all the items and carries the products to the checkpoint
2. Jonathan selects the corresponding picking list and starts verifying the items using a scanner barcode
3. At some point one of the products does not correspond with the items in the picking list. The system shows an error in the screen
4. Jonathan tells Allan about the error. He gives to him the picking list to take the correct product
5. Finally Jonathan verifies that everything is correct and processes the document

Story 5:

1. Allan, a warehouse worker, picks all the items and carries the products to the checkpoint. He mentions to Jonathan that there is not enough stock for one product
2. Jonathan selects the corresponding picking list and select the line that is not correct. He press the button Edit line
3. The system shows that line and others that matches with the attributes of the line. He edits the quantity and press OK
4. Finally he needs to do an inventory adjustment. He opens the Physical Inventory window and adjusts the difference

Story 6:

1. Allan, a warehouse worker, picks all the items and carries the products to the checkpoint. He mentions to Jonathan that he has taken one product from two different storage bins
2. Jonathan selects the corresponding picking list and select the line that needs to be modified. He press the button Edit line
3. The system shows that line and others that matches with the attributes of the line:
4. He edits quantity of the first line and select another line that matches with the storage bin where Allan got the product
5. Now Jonathan starts verifying the picking list using a scanner barcode
6. Once everything is correct he processes the picking list and the goods shipment gets completed

Functional Requirements PHASE II - Major version 1.4

Overview

On this phase outbound locations are included. In this scenarios items to be shipped are moved to an outgoing location in the warehouse where are packed and later shipped to the customers. Picking Lists consists on Goods Movements to this locations and when these are confirmed the shipments are generated.

Scope

Over the current scope of the Module the following improvements are added in this phase:

• Ability to define Outbound storage bins.
• Ability to create Picking Lists related to outbound storage bins.
• Ability to assign Picking Lists to Warehouse workers.
• Ability to group picking lists.
• Ability to automatically generate a Goods Shipment when Picking Lists are confirmed.

Business Process Definition

1. Warehouse Structure module:
   1. New community module to enhance warehouse definition.
   2. Adds a new type field to Storage Bins. Available values: Stock and Outbound
   3. New dependant module of Warehouse Picking since 1.4 major version.
2. Document Type window:
   1. New flag Use Outbound Location to determine the type of Picking List.
   2. When Use Outbound Location is true new fields:
      1. Is Grouping Picking List
      2. Generate Shipment on PL Completion
      3. Shipment for Picking to determine the document type of the Goods Shipment.
3. Sales Order window:
   1. Improvements on Generate Picking List button, new parameters:
      1. Picking List type Direct Picking List to Customer and Grouping Criteria to generate Picking List as in previous versions.
      2. Picking List type Outbound Picking List and the needed outbound storage bins to generate Outbound Picking Lists.
4. Warehouse Picking List window:
   1. Ability to create and delete Picking Lists from the window.
   2. New statuses for Picking Lists: Grouped, Partially Grouped, In progress, Assigned, All Confirmed and Done.
   3. New button to select Sales Orders.
   4. New button to Group and Assign Picking Lists.
   5. New tab Movement Line showing related goods movements when the Picking List has an Outbound location.
5. Goods Movements core feature.
   1. Ability to create goods movement lines related to reservations.
      1. When they are processed the reservation is updated to change the reserved stock to the destination storage bin.