Projects:Warehouse picking/Legacy Specification

Contents 1 Warehouse picking - Functional Specifications 1.1 Overview 1.1.1 Purpose 1.1.2 Scope 1.1.3 References 1.2 Design Considerations 1.2.1 Assumptions 1.2.2 Dependencies 1.2.3 Constraints 1.3 Glossary 1.4 Functional Requirements 1.4.1 User roles & profiles 1.4.2 Business process definition 1.4.3 User stories 1.4.4 Functional requirements based on business processes 1.4.4.1 Warehouse and Storage bins window 1.4.4.2 Shipping bay management 1.4.4.3 Receiving bay management 1.4.4.4 Manufacturing bay management for raw material 1.4.4.5 Manufacturing bay management for finished goods 1.4.4.6 Purchase Order 1.4.4.7 Sales Order 1.4.4.8 Goods Shipment 1.4.4.9 Pending Goods Receipts 1.4.4.10 Work Effort 1.4.4.11 Create shipments from orders 1.4.5 User Interface Mockups 1.5 Technical Requirements 1.6 Non-Functional Requirements 1.7 Open Discussion Items 1.8 Closed Discussion Items

Warehouse picking - Functional Specifications

Overview

Purpose

The purpose of this project is to implement and enhance the management of the picking and packing operations within a warehouse.

Scope

This project covers all the features that involve product movements within a warehouse. It will affect the Warehouse module, Procurement module, Sales module and Manufacturing module.

References

There is a Feature requested registered 0004174: Warehouse picking.

There are also number of Forum posts, for example this and this.

Design Considerations

Assumptions

Dependencies

The introduction of new types of locators will lead to changes in the processes that handle the warehouses.

Constraints

Glossary

Functional Requirements

User roles & profiles

Warehouse workers

Typically these users do not have a high level of professional education and might not be computer literate. They tend however to spend a number of years with the same employer and after hiring they go through a few days of training to learn the processes within the warehouse. These users, therefore, need to be able to learn how to use the product in a few hours.

Business process definition

1. New products arrive to the receiving bay, a picking list is created to set where they final storage location.
2. Generate a picking list of sold products to move them to the shipping bay from the picking locator.
3. Generate a picking list of the products that are going to be used in manufacturing and move them to the manufacturing bay from the picking locator.

User stories

Story 1:

1. During the labor day several goods receipt are created and the products are stored in the receiving bay.
2. At some time Josh, a warehouse worker, wants to move those products into the warehouse.
3. He opens the Receiving bay status window to see the products stored in it.
4. He selects some products that can be put away to their final warehouse location.
5. For each product a default storage location from material master (other than goods receipt location) is suggested. Josh evaluates the default locations and overrides one with another manual selected location.
6. He process the selection and a Goods Movement is generated.
7. In the Goods Movement window he can print and/or review the Picking List.
8. After he has moved all the products to their location he processes the movement to update the stocks levels.

Story 2:

1. Jonathan, a warehouse worker, wants to prepare some shipments in the shipping bay.
2. He goes to the Shipping Bay status window.
3. In the window appears all the sales order lines that haven't been prepared to ship for the next days, with the available stocks in the different picking locators.
4. He selects the products that are going to be moved and process the selection.
5. A Goods Movement is created where he can print and/or review the Picking List.
6. After he has moved all the products to their location he processes the movement to update the stocks levels.

Story 3:

1. John is going to start a new production and needs the raw materials.
2. He goes to the Manufacturing bay for raw materials status page.
3. It appears the Work Requirements that are going to start the following days with their raw materials and their available stocks in the picking locators.
4. He selects the products that are going to be moved and process the selection.
5. A Goods Movement is created where he can print and/or review the Picking List.
6. After he has moved all the products to their location he processes the movement to update the stocks levels.

Story 4:

1. John wants to move the finished goods to their warehouse locations.
2. He goes to the Manufacturing bay for finished goods status where appear all the finished goods that are in the manufacturing bay.
3. He selects some products setting the locator where are going to be stored and processes the selection.
4. A Goods Movement is created where he can print and/or review the Picking List.
5. After he has moved all the products to their location he processes the movement to update the stocks levels.

Story 5:

1. Michael checks the stock levels in the picking locators.
2. He views that products A and B are almost run out so he creates a goods movement for those products.

Functional requirements based on business processes

To achieve the described functionality are needed 4 new windows and an extension of the Warehouse and Storage bins and Goods Movement window.

Additionally other windows and processes have to be modified to take into account the existence of the new locator types.

Warehouse and Storage bins window

Num	Requirement	Importance	Status
1.1	Ability to define locators as shipping bay, receiving bay, manufacturing bay or picking locator	Must have	not started
1.2	Each locator can only be of one type	Must have	not started

Shipping bay management

Num	Requirement	Importance	Status
2.1	Show all the sales order lines that has not been prepared	Must have	not started
2.2	For each sales order line show the stock available in the warehouse	Must have	not started
2.3	Ability to filter the results by warehouse, session warehouse is the default	Must have	not started
2.4	Ability to change the quantity that is being moved from the locator	Must have	not started
2.5	Check that the same stock is not used in different sales order lines	Must have	not started
2.6	The process of the selection generates a goods movement in draft status	Must have	not started

Receiving bay management

Num	Requirement	Importance	Status
3.1	Show all the products that are stored in the receiving bay	Must have	not started
3.2	Ability to filter the results by warehouse, session warehouse is the default	Must have	not started
3.3	Ability to set the locator the product has to be moved to	Must have	not started
3.4	Ability to change the quantity that is being moved	Nice to have	not started
3.5	Ability to split a line to move the product to different locators	Nice to have	not started
3.6	The process of the product selection generates a good shipment in draft status	Must have	not started

Manufacturing bay management for raw material

Num	Requirement	Importance	Status
4.1	Show all the work requirements that has not been prepared	Must have	not started
4.2	For each work requirement operation show the stock available in the warehouse	Must have	not started
4.3	Ability to filter the results by warehouse, session warehouse is the default	Must have	not started
4.4	Ability to change the quantity that is being moved from the locator	Must have	not started
4.5	Check that the same stock is not used in different work requirement operations	Must have	not started
4.6	The process of the selection generates a goods movement in draft status	Must have	not started

Manufacturing bay management for finished goods

Num	Requirement	Importance	Status
5.1	Show all the finished products that are stored in the manufacturing bay	Must have	not started
5.2	Ability to filter the results by warehouse, session warehouse is the default	Must have	not started
5.3	Ability to set the locator the product has to be moved to	Must have	not started
5.4	Ability to change the quantity that is being moved	Nice to have	not started
5.5	Ability to split a line to move the product to different locators	Nice to have	not started
5.6	The process of the product selection generates a good shipment in draft status	Must have	not started

Purchase Order

Num	Requirement	Importance	Status
6.1	Ability to differentiate when the purchase order has been received into the receiving bay or it is stocked in the warehouse	Must have	not started

Sales Order

Num	Requirement	Importance	Status
7.1	Ability to differentiate when the sales order has been prepared to ship or has been shipped	Must have	not started

Goods Shipment

Num	Requirement	Importance	Status
8.1	In the create from popup when the warehouse of the sales order has a shipping bay consider only orders that have been prepared	Must have	not started

Pending Goods Receipts

Num	Requirement	Importance	Status
9.1	If the warehouse of the order has a receiving bay the locator is defaulted to it	Must have	not started

Work Effort

Num	Requirement	Importance	Status
10.1	When exists a manufacturing bay check that the raw materials and necessary products are in it	Must have	not started
10.2	When exists a manufacturing bay move the generated products to it	Must have	not started

Create shipments from orders

Num	Requirement	Importance	Status
11.1	When exists a shipping bay show only orders that are prepared	Must have	not started

User Interface Mockups

Technical Requirements

Non-Functional Requirements

Open Discussion Items

Closed Discussion Items