for XA COM
Designed for XA users, by XA users
Deborah Vermillion, VP Consulting Services
Deborah.vermillion@cistech.net
Ben McCormick, Regional VP
Ben.mccormick@cistech.net

• Automates Pick Pack Ship Process
– Pick list presented via RF terminal
– Pick and stage customer orders using RF devices
– Enables Kitting, Containerization
– Rapid creation of Shipments
– Interface to UPS, DHL, Fedex with update to
COM of tracking number and freight charges
• ‘Backoffice’ Supervision enhancements

• Increased productivity of warehouse personnel with streamlined picking process.
– Allows picking to be an “on the floor” process, instead of an office function.
• Improved inventory accuracy with real time inventory movement transactions.
– Improve confidence in order promising
– Better inventory accounting
• Improved customer service with accurate and on time shipments.

• Control File settings allow your company to determine pick/stage functions
– Guided or Random Item Picking
– Containerization
– Discrete Allocations
– Mgmt approval for under/over picking
– Insufficient Inventory Handling
– Shipping Label, Document Control
– Interface to UPS, DHL, Fedex
• User Exits included at every stage for customization
– Can call existing label or forms programs

• Handles discretely allocated and non-discretely allocated items
• Unguided picking: Random scan/key item from Pick
List
• Guided picking: Displays items in Pick List Print order
• ‘Regular’ pick list or ‘Stock’ pick list allowed
• Manager approval is an option if quantity is over or under picked (depending on Control File settings)

• Consolidated picking allows the same item from multiple pick lists to be picked simultaneously
• Multiple pickers can pick the same Pick List concurrently
• View current item location quantities from the RF device
• Adjust picking quantities from the RF device
• Flexible insufficient inventory issue handling:
– Hard halt, Warning only, Default to XA settings (allow negatives or not)
• User Exit to print item label at pick time

• Automatically pack into XA containers upon verification of Pick List
• Automatic handling of unshipped items for backorder handling ( can’t have zero shipped items in a container)
• Supports Kitting

RF Pick Status Review:
Easily monitor picking activity
– Current Pick Status
– If Pick List has been verified, who was the user
– Quantities required/picked, locations picked from
– Staging location and Container information (if containerizing)
– Remove a Pick List from RF

Create Shipments for RF Pick Lists:
• Rapidly create XA Shipments from RF pick lists using
CISTECH’s Shipping Screen.
• View information available in Pick Status review, plus:
– Enter Carrier and Special Charge information
– Automatically create Packing List and/or BOL
– Automatically create invoice upon shipment create
– View XA offline shipping errors
• If containers are used, container must be shipped from XA
Shipping Workbench screen

Office Processing - Containers
• Create Backorders for un-shipped items in containers
– Can be run via menu option, or automatically at end of day.

• Program sends Pick List information to shipping system when staging order
• Program performs shipping function for orders shipped by these carriers
• Automatically retrieve/apply shipping information to shipments
– Charges
– Tracking numbers (Pro Bill#)
• If more than one, creates shipping comments
– Shipment weight
• Applies charges based on Sales Transport Terms code
• Set up to run automatically at end of day

Employee Sign On
Enter (Scan) Pick
List or Turnaround
Number

Enter (Scan)
Item Number
View/Select Pick
List Items
•
Picker would key or scan item number
• If guided Picking, skips this screen (goes to ‘Enter Pick
Quantities’ Screen)
•
Press F5 from Item screen to see all items on Pick List, and quantities picked for each

Enter Pick Quantities –
Items Not Discretely
Allocated
Item number and Item description displays for item
View Available
Locations
•
Picker would enter/scan location and key in quantity picked
•
F5 key in location field will display a list of locations for the item
• ** if using Discrete Allocations, ‘Enter Pick
Quantities-Item Discretely Allocated’ appears
•If sufficient inventory is not available at the default location, you can inquire for available inventory at other locations

Enter Staging
Location/Container ID
Verify Pick List
•
When the quantity for the first item has been entered or confirmed, operator is prompted to enter staging location, container type, and id
•
If ID number is left blank, pick list number becomes the container number
•
Screen appears when all items are completed on Pick List
• Press F6 to complete process

Print Labels
•
Upon F6 Verify, labels screen appears
(if labels selected in RF controls).
•
Labels can be routed via
XA Report Overrides

Pick Status Review
QPADEV000W RF Pick Status Review Unverified 9/21/06
SFCTL01 13:53:25
Company: 01 ABC, COMPANY
Warehouse: 1 HI-TECH COMPANY - MAIN WHSE Position to Pick List:
Type Selection, Press Enter. 1=Select 4=Remove from RF
Opt Pick# Customer Customer Name Order Required Picked Status
2604 701 Walmart 12007 108.000 .000
2605 701 Walmart 12008 20.000 .000
2606 701 Walmart 12009 30.000 28.000 C
2607 701 Walmart 12010 10.000 9.000
2608 701 Walmart 12011 1500.000 .000
2609 701 Walmart 12012 40.000 .000
Bottom
• Verify Status:
– ‘U’ In use at RF
– ‘C’ Pick Completed but
Pick List not Verified
•
View Item Detail on Pick
List and then from there
Location detail
•
Remove Pick List from RF if not in use & all items have zero picked
F3=Exit F5=Refresh F7=Unverified/Verified F12=Previous

Create Shipment
QPADEV000W Create Shipments for RF Pick Lists 9/21/06
SFCTL01 14:35:44
Company: 01 ABC, COMPANY
Warehouse: 1 HI-TECH COMPANY - MAIN WHSE Position to Pick List:
Type Selection, Press Enter. 1=Select
Opt Pick# Customer Customer Name Order Required Picked Error
2602 701 Walmart 12016 115.859 115.859
2610 701 Walmart 12013 40.000 40.000
F3=Exit F5=Refresh F12=Previous
Bottom
•
This function is available only if not containerizing
• Total Quantity picked will show in red if not a match to required
•
Only one pick list may be selected for shipment creation at a time
•
Pick List must still be valid in XA
•
If shipment creation fails in
XA an ‘E’ appears in ‘ERR’ column

Create Shipment Carrier Information
QPADEV000W Create Shipments for RF Pick Lists 9/21/06
RF310D2 Carrier Details 14:41:51
Warehouse: 1 HI-TECH COMPANY - MAIN WHSE
Pick List: 2602
Customer: 701 Walmart
Carrier: UPS
Pro Bill Number:
Truck Number: 2405
Trailer Number: 42
Lading Quantity: 1
Weight Override: .000
Volume Override: .000
Packed By: DV
Shipping Instructions:
Screen is optional, but if used
Carrier must be valid in XA
If Interfaced to UPS, Pro#(s) and
Carrier Charges, if applicable based on Sales Transport code, will be updated on order
F3=Exit F4=Prompt F12=Previous

• XA R6 or R7
• COM, IM and PM&C applications with the
COM/IM interface active
• COM Shipping Workbench installed (R6)
• Controlled Warehouse
• XA license for each RF device
• RF device for enabled for 5250 emulation

• FIFO processing
• APC/KBC
• Multi-carrier split shipments
• Serial Number handling
• Consolidated Shipments
• Custom labels and reports
– User Exits available to call label and print programs
• Access to RF Office Processing Functions via browser

• RF PPS Software, $18,000
– Optional Annual Support Plan, $3,510
• RF hardware, 0-4 days
– Site Survey
– Install Access Points
– Configure devices
– Integrate to iSeries
• RF PPS Software Installation, 1 day
– Setup and Configuration
– Operations

• RF PPS Software Education, 2-3 days
– PPS
– PMC
• Consulting Services to Streamline
Warehouse Flow, 0 - 2 days
• Develop End User Training and Testing,
1-2 days
• RF PPS Go Live Assistance, 2-4 days

• 90 day warranty
• Annual Fee not required, support is available on time and material basis
• Optional Annual Support Plan, $3,510
– No charge upgrades
• Enhancements are rolled into base package
– Unlimited support via support desk
• 24 x 7 for severity 1 (system is down)

• Designed specifically to streamline COM
PPS process
• Additional management tools
• RF provides improved inventory accuracy
• Easy to implement
• Cost Effective

Leverage the Power of XA R7 Capabilities
– Netlink, Integrator

Leverage the Power of XA R7 Capabilities
– Enterprise Integrator
• Choose the object
• Define the type of maintenance

• Put in user and text message
• Can include a hot link

Are you interested in streamlining your Pick Pack
Ship Process?
Shipping Questionnaire will:
– Help Shipping Manager document areas of pain and potential benefit
– Document COM capabilities used today
– Provide CISTECH with information needed to create a customized presentation to address your needs
– Download at www.cistech.net/UserForum
• Go to XA User Community Presentations