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Create WMS Replenish Rules

Distributor steps for creating WMS Replenish Rules in Encompass: from/to bin zones, when and how much to replenish, overfill and scan confirmation methods. Needs a Replenish Plan and Bin Edit; v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

A WMS Replenish Plan should be created first. This is done on the WMS Replenish Plans table, and the link above can be used to view a tutorial on creating plans.
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Permissions needed:

  • Bin View: View Tables Related to bin Data permission to view the table
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  • Bin Edit: Edit Tables Related to Bin Data to edit the table

Steps

Create WMS Replenish Rules
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    1. Using Universal Search, navigate to the WMS Replenish Rules table

    2. Click the Add WMS Replenish Rules button
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    3. Enter values to all required and applicable optional fields displayed in the New WMS Replenish Rules form and click the Add Record button when complete
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Fields And Definitions

  • *Priority - Set your priority for this rule. The lower the number, the higher priority
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  • *WMS Replenish Plan - Select one of your current WMS Replenish Plans you'd like to create rules for
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  • *From Bin Zone - Select the Bin Zone you'd like to pull product from
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  • *To Bin Zone - Select the Bin Zone you'd like to replenish the products to (This determines what bins you're bringing inventory to)
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  • *Replenish Condition - Determines when you want the inventory to be replenished (When it becomes Below Ordered quantities, Below Target Days of Inventory, or Below Capacity)
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  • *Replenish To Level- Determines the level that the inventory will be replenished. Do you want to replenish inventory To Ordered, Target Days of Inventory, or To Capacity
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  • *Overfill Capacity - This field determines how much extra inventory you want to put in the bin/s being replenished
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  • *Overfill Capacity Unit - Determines what unit will be used when calculating overfill capacity
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    ​Example: If Overfill Capacity = 2 and Overfill Capacity Unit = Pallet, then you are allowed to put up to 2 extra pallets in those bins
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  • * From Bin Confirmation Method - This field determines how the user will interact with the From bin on the handheld (The first bin they go to grab the product). Options are to require users to Scan Product, Scan Bin, Scan Product OR Bin, Scan Product AND Bin
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  • *To bin Confirmation Method - Determines how the user will interact with the bin being replenished on the handheld. Same options as above: Options are to require users to Scan Product, Scan Bin, Scan Product OR Bin, Scan Product AND Bin
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  • Aisle - This is set on the Racks table. This field is typically used for replenishing flow racks. The Aisle is set so you can go down one Aisle to replenish inventory from the back of the flow racks
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  • To Bin Start Sequence - This field determines the bin sequence the user replenishing will start at
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  • To Bin End Sequence - This field determines what bin sequence the user replenishing will end at

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