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WD33 - Zone Picking Version 2 (Reports (Task: Maintain Report…
WD33 - Zone Picking Version 2
UI Setup
Maintain Inventory Site
Use Direct Picking
Use Zone Picking - Check Box :check:
Merge picking list to a single shipment
Individual shipment
:no_entry: Edit location Usage
:forbidden: Edit Location Name
Edit Location
Update Location Chain
E.g
Pleasanton > Zone A > PLS_Stockroom- Floor 1
Validation for Zone overlap :check:
:forbidden: Create Location
E.g. Zone A
Maintain Stock Location
Enable the Zone - Check Box :check:
Validation for Zone overlap :check:
Transaction Flow
Stock Request
（Task: Create Inventory Stock Request)
:recycle: Schedule Picking List Creation :check:
:silhouette: Task: Create Inventory Picking Lists :check:
:silhouette: Create Directed Picking List From Inventory Stock Request Relation Action :check:
:silhouette: Create Picking List from Inventory Stock Request Related Action :check:
Pick Lists
Pick Inventory
Shipment
:no_entry: Delivery
:no_entry: Return
:warning: Shortage
Fill
Kill
Backorder
:no_entry: Partial Shipping
:recycle: Auto shipping from Pick List Event bp :red_flag:
Merge
Single Shipment
Action &
Service
:silhouette: Ship from Pick List Related Action
:silhouette: Create Shipment task :check:
If user select the picking list then the Stock Request prompt is auto populated
New Prompt for Stock Request, optional prompt, only available for Zone customers
Merge option enabled on Inventory Site level, User wont be able to select the pick list but only Stock request
Single Shipment
Only display Stock Requests for the selected Inventory Site
:silhouette: Ship from Stock Request Related Action :check:
a option to display all the picked picking lists, allow user to select the picked picking list which belongs to the Stock Request, Goes to create shipment task page (filtered by Stock Request and Inventory Site), First Prompt for inventory site is not editable
Is Merge option available/enable
Merge Shippment
merge the picked picking list + ship
do not ship anything until the SR is complete fulfilled
:red_flag: ship each pick list individually
Accounting
Shipment Save for Later
Try then manually close the Stock Request
:silhouette: Pick Inventory Task
new Zone promt
:silhouette: Pick List related Action
:silhouette: Stock Request Related Action :check:
Qty of picked item
Partical picked
zero on hands
Fully picked
:silhouette: WS: Submit pick list
:silhouette:
Mass Action on Picking Lists :question:
submit zone picking list through Mass action, and also ensure auto shipment does not
User Inbox Pick Inventory Task
WS: Get Pick List
Setup Notification for Picking
Status
Open
Closed
Picked
Cancelled
Types
Directed Picking List
:red_flag: Zone Picking List
Inventory Picking List
Pick list includes Zone Info From Stock Request Related Action Only :red_flag: :check:
E.G. PICK-1-Zone A
Picking List Cancellation :check:
:warning: Shortage
Backorder
Kill
Fill
Picking List Creation
Status
In Fulfillment
Closed
Approved
In Progress
Spits
:recycle: Create Picking List Upon Stock Request Approval (Auto Creation with Directed Picking Enable/Disabled) :check:
Items
Stocked in non-Zoned Stocking Location
Stocked in Zoned Stocking Location (Multi-SL)
Stocked in both Zoned and non-Zoned Stocking Location
Stocked in Inventory Site and Site is the SL
Expiry Lot Item
Assayed Chemistry Control 810$100
Serial Item
Oxygen Tank Cylinder 810$162
Consigned Items :question:
Reservation
Lines
Single
Multiple
Priority
High Priority
Non High Priority
:silhouette: WS:Submit Picking List Web Services (picking list already created)
:silhouette: WS:Submit Directed Picking List Web Services (picking list already created)
WS: Submit Inventory Stock request :question:
:silhouette: WS: Get Inventory Picking List
Allocation
Shortages
Stock Request Creation
Stock Transfer (Inventory Replenishments) :check:
Transfer
Par Location (Par Replenishments) :check:
Requester Requisitions (Requisition Sourcing) :check:
Inventory Staff (Manual Entry) :check:
Issue
Excel Spreadsheet (Web Service - Manual Load) :question:
Other System (e.g. Epic, Cerner, Warehouse Management System WMS - Web Service - Integration :question:
Types
Check with Implementer to see if CHOP has different types of Stock Request - E.g Par Replenishment
maintain stock request type - Create a new type of the SR
:recycle: Automatically
:silhouette: Manually
Notes
Toggle on/off testing
1 open Pick List only for 1 Zone 1:1
1 Stock Request may have multiple Zone Picking Lists 1:Many
Same item can be existed in different Zones
No Zone Overlap
Stock location can be moved between Zones
Notification sent to user :black_flag:
Zone is not a Stock Location
Inventory Site can be a Stock Location but Zone can not
dont have to make sure there is no open Picking List under the Inventory site before create a Zone
No stock available for
all Lines
then 1 closed Picking list will be created
Merge ship option ONLY available via 'Create Inventory Shipment' Task
Merge ship option is not available for auto BP shipment
Reports
(Task: Maintain Report Descriptions)
Find Inventory Stock Request
Find Inventory Picking List :check:
:no_entry: View Location
Find Inventory Shipments :
:question: Par Stock Request Status
:question: Inventory Reservation Shortages
:question: Unfulfilled Stock Request Lines
:question: Late Stock Requests
:question: In-Transit Shipments
:question: Picking Allocation Shortages
Mass Action on Picking Lists
:question: Inventory Item Shortages
:question: Killed or Backordered Stock Request Lines
Any reports including Stock Location, should we include Zone also :question:
Create dashboard :question:
BIRT reports
Picking List
Directed Picking List BIRT :check:
New Inventory Zone in the header :check:
Regular Picking List BIRT :no_entry:
Packing Slip :red_cross:
Test Area
UI
Desktop
Mobile
Web Services
Test Notes
Happy Path
Shortages
Picking list cancellation
Move Location
Security
Custom Report
Dashboard
Web services
(wws:inventory)
Setup
Get/Put Inventory Location Attributes, 2996$4570 :check:
6$79633
Validations
Get/Put Location, 2996$36 :check:
Submit Inventory Stock Request
Submit Inventory Directed Pick, 2996$5736
Get Inventory Picking Lists, 2996$4762
Submit Unreserve Inventory, 2996$5526 :question:
Web services
GET/PUT Inventory Location Attributes
Enable Zone Picking
Set Location to Zone
Add Merge or Individual Shipment option
Put Location
Validation for a Zone location can not be Stocking Location
Get Inventory Picking List
Add Zone info
Label Printing :
Inventory location label
<Inventory_Zone> :check:
Location Label
<Inventory_Zone> :check:
:red_flag: MVP
Transaction Flow
Stock Request (Kill)
Picking Lists
Pick Inventory
Single Shippment
Delivery
Return
Zhenyang
Stock Request (Fill)
Picking Lists
Pick Inventory
Auto Single Shipment
Delivery
Return
Justin
Stock Request
Reserve
Allocate
Picking Lists
Pick Inventory
Single Shippment
Delivery
1 more item...
Barry
Stock Request (Backorder)
Picking Lists
Pick Inventory
Single Shippment
Delivery
Return
Zhenyang
CRFs
Inventory Site (existing CRF)
Inventory Location (existing CRF)
Is Zone (New CRF)
Use Zone Picking (New CRF)
Shipment Merge Option (New CRF)
Inventory Zone (New CRF)
Inventory Zone (New CRF)
BP
Pick Inventory Event :check:
Action :no_entry:
Services :check:
Inventory Shipment Event :no_entry:
