Using Transport Tasks—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Site

Purpose: The purpose of this exercise is to create sites to be used in the main exercise.

Windows:
Site
Sites per User

  1. Create two sites.
  2. Connect the sites to your user ID.

General exercise for Entering Site

Inventory Locations

Purpose: The purpose of this exercise is to set up the basic data required for using the refill functionality.

Windows:
Inventory Locations

  1. Open the Inventory Locations window and create inventory locations of the following types: Arrival, Quality Assurance, Picking, Pallet Delivery, and Pallet Buffer for both sites.

General exercise for Entering Inventory Locations

Inventory Part

Purpose: The purpose of this exercise is to set up the basic data required for using the transport task functionality.

Windows:
Inventory Part

  1. Create inventory part XX-58-401 on both sites.

General exercise for Purchased Inventory Part
General exercise for Manufactured Inventory Part

Enabling Pallet Handling for Inventory Part

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Inventory Part

  1. Open the Inventory Part window.
  2. In the Misc Part tab select the Pallet Handled check box and enter the standard putaway quantity.
  3. Click the Putaway zones tab and the enter the putaway zones of your choice.
  4. Save your record(s).
  5. Optionally, click the Pallet Refill tab and enter refill information for the part.
  6. Repeat for the other site.

General exercise for Pallet Handling

Required Data

Receiving Parts

Purpose: The purpose of this exercise is to set up the basic data required for running the transport task functionality.

Windows:
Receive Inventory Part

  1. Open the Receive Inventory Part window, and search for your part.
  2. Receive a quantity of  parts to a picking location on each site.

General exercise for Receive Inventory Part

Creating Pallets

Purpose: The purpose of this exercise is to set up the basic data required for running the refill functionality.

Windows:
Handle Pallets on Delivery Locations
Transport Task

  1. Open the Receive Inventory Part window, and search for your part on your default site.
  2. Receive enough parts to the pallet delivery location to create at least two pallets.
  3. Open the Handle Pallets on Delivery Location and query for your  pallet.
  4. Select a pallet record, right-click and then click Perform Putaway to create a transport task to move pallets to the pallet buffer location.
  5. Open the Transport Task window and search for the transport task. Right-click and execute the transport task.

General exercise for Pallet Handling

Main Exercises

Purpose: The purpose of this lesson is to show you how to use the transport task functionality.

Windows:
Transport Task
Receive from Transit

    As a result of the latest ABC classification, you want to rearrange some of the parts in your warehouse. You decide to use transport tasks for this purpose.

    Creating a Transport Task for Single Handled Part Within Site

    1. Open the Transport Task window and create a new record.
    2. On the Single tab, create a new line for the part you wish to move.
    3. Specify a from location, using the List of Values.
    4. Select a pallet delivery location for the to location, using the List of Values.
    5. Specify the quantity to be moved.
    6. If needed, add additional information on the new line.
    7. Save the record.

    Move Available Transport Task Lines to a Transport Task for Single Handled Part Within Site

    1. Open the Transport Task window and create a new record.
    2. On the Available Transport Task Lines tab, select one or more lines with single handled parts.
    3. Right-click and then click Move to Current Transport Task.
    4. Review the new lines on the Single tab.

    Move Transport Task Lines to a New Transport Task for Single Handled Part Within Site

    1. Open the Transport Task window.
    2. Search for a transport task with more than one transport task line.
    3. On the Single tab, select one or more transport task lines.
    4. Right-click and then click Move to New Transport Task.
    5. In the dialog box that appears, select the Open Transport Task check box and click OK.
    6. Review the lines on the Single tab and the new transport task.

    Printing, and Executing a Transport Task for Single Handled Part Within Site

    1. Right-click, then click Print Transport Task.
    2. Review the printout.
    3. Execute the physical relocation of the parts.
    4. Report the movement by selecting Execute from the Operations menu.

    Creating a Transport Task for Pallet Handled Part Within Site

    1. Open the Transport Task window and create a new record.
    2. On the Pallet tab, create a new line for the pallet you wish to move.
    3. Specify a from location using the List of Values.
    4. Specify a pallet delivery location for the to location, using the List of Values.
    5. If needed, add additional information on the new line.
    6. Save the record.

    Move Available Transport Task Lines to a Transport Task for Pallet Handled Part Within Site

    1. Open the Transport Task window and create a new record.
    2. On the Available Transport Task Lines tab, select one or more transport task lines with pallet handled parts.
    3. Right-click and then click Move to Current Transport Task.
    4. Review the new lines on the Pallet tab.

    Move Transport Task Lines to a New Transport Task for Pallet Handled Part Within Site

    1. Open the Transport Task window.
    2. Search for a transport task with more than one transport task line.
    3. On the Pallet tab, select one or more transport task lines.
    4. Right-click and then click Move to New Transport Task.
    5. In the dialog box that appears, select the Open Transport Task check box and click OK.
    6. Review the lines on the Pallet tab and the new transport task.

    Printing, and Executing a Transport Task for Pallet Handled Part Within Site

    1. Select Print Transport Task from the Operations menu.
    2. Review the printout.
    3. Execute the physical relocation of the pallet.
    4. Report the movement by selecting Execute from the Operations menu.

    Creating a Transport Task for Single Handled Part Between Sites

    1. Open the Transport Task window and create a new record.
    2. Create a new line on the Single tab with the part you wish to move.
    3. Indicate a different site in the To Site field.
    4. Specify a from location using the List of Values.
    5. Specify a pallet delivery location for the to location, using the List of Values.
    6. Insert the quantity to be moved.
    7. If needed, add additional information on the new line.
    8. In the Destination field, select Move to Transit.
    9. Save the record.

    Printing, and Executing a Transport Task for Single Handled Part Between Sites

    1. Select Print Transport Task from the Operations menu.
    2. Review the printout.
    3. Execute the physical relocation of the parts out from inventory.
    4. Report the movement by selecting Execute from the Operations menu.

    Receive Part from Transit for Single Handled Part Between Sites

    1. Open the Receive from Transit window.
    2. Enter a quantity received in the Qty Received field. Save.
    3. The parts are now received in the new location.

    Creating a Transport Task for Pallet Handled Part Between Sites

    1. Open the Transport Task window and create a new record.
    2. Create a new line on the Pallet tab with the part you wish to move.
    3. Indicate a different site in the To Site field.
    4. Specify a from location using the List of Values.
    5. Specify a pallet delivery location for the to location, using the List of Values.
    6. If needed, add additional information on the new line.
    7. In the Destination field, select Move to Transit.
    8. Save the record.

    Printing, and Executing a Transport Task for Pallet Handled Part Between Sites

    1. Select Print Transport Task from the Operations menu.
    2. Review the printout.
    3. Execute the physical relocation of the pallet from inventory.
    4. Report the movement by selecting Execute from the Operations menu.

    Receive Part from Transit for Pallet Handled Part Between Sites

    1. Open the Receive from Transit window.
    2. Enter a quantity received in the Qty Received field. Save.
    3. The pallet is now received in the new location.