Full Pallet Order Handling

Purpose of this document

Many food banks encourage large agencies, PDO’s/RDO’s etc. to order from the food bank in full pallet quantities. These full pallet quantities can be picked with a forklift directly from a Put Away (Storage) Bin and need not be dropped to a Put Pick (Pick) Bin prior to selecting for an Agency Order. This document illustrates the Full Pallet Order Handling functionality in Ceres.

Ceres Object release 6.00.00 is required for the functionality described in this document.

TABLE OF CONTENTS

• Overview
• Setting up Full Pallets
• Manually adding a full pallet to an Agency Order (Ship Option 2)
• Manually adding a full pallet to an Agency Order (Ship Option 3)
• Processing Full Pallets using Warehouse Activity Planning (WAP)

Overview

There are two manners in which a full pallet order may be generated:

1. A food bank user adds a designed pallet to an Agency Order line manually, indicating that a full pallet is desired and that the food bank has designated a specific pallet to be shipped to the receiving Agency. This is common in disaster relief and some commodities distribution.

2. When the Agency order demand is large enough to be fulfilled using full pallets of an Item for that one order.

Note: Full Pallet Order Handling is only available for Ship Option 2 and 3 (as defined in the Inventory Process Flow Procedure).

Setting up Full Pallets

To allow full pallets to be picked from a storage bin, functionality must be enabled. This can be done on a location-by-location basis from locations.

Locations can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Locations” in “Tell me what you want to do” then selecting “Locations” from the results in the Go to Pages and Tasks section OR by selecting the “Locations” menu action (if present) from your Role Center home page.

Select the desired Location, on the Warehouse FastTab update the following fields as required.

Directed Picking Option: This field indicates the Picking Option for the Location.

Base – Pick lines are suggested as per current base functionality.

Drop on Demand (ADCS) - This option (when using ADCS) suggests a single pick document line per item with direction at the Bin level only. The selector scans any pallet in the directed bin and enters a quantity. The submission of the scan creates a new pick document line complete with pallet, lot, quantity, etc. The selector repeats this process until the original line’s quantity has been fulfilled.

Drop on Demand (Manual) - This option suggests pick lines as per current base functionality with the only exception being that the Pallet and Lot are withheld from the pick document lines and picking list report

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Sug. Full Pallets from Put Away: This field must be activated when using Warehouse Activity Planning (WAP), and if you would like the worksheet to consider full pallets in the calculations. The Warehouse Activity Plan procedure has more information on this setup.

Drop Full Pallets to Pick: This field must be enabled if you want the WAP line and the Agency Order line relationship to be created for the default picking bin to be specified on the WAP. The Warehouse Activity Plan procedure has more information on this setup.

Continue to the Bin Policies FastTab.

Allow Pick from Put-Away Bin: Toggling on will enable pick documents to be generated for Full Pallet inventory residing in storage bins.

Consider Pallet Full %: This field is used to determine what constitutes a full pallet for use in full pallet processing. For example, setting this field to 90% indicates that a pallet must have 90% or more of its original quantity still left to be considered full. Any quantity less than this percentage will exclude the pallet from consideration during full pallet processing.

Default Pallet Qty. on AO Opt.: This field is used to determine the default quantity entered on the agency order when choosing a pallet directly on the order line.

{Blank} – The quantity defaulted on the agency order line will not be defaulted. It must be entered by the user.

Always – The quantity defaulted on the agency order line will be the full pallet quantity regardless of bin type.

Bin is Marked Pick – The quantity defaulted on the agency order line will be the full pallet quantity only when the bin the pallet is located in is marked as a pick bin.

Bin is Marked Put away – The quantity defaulted on the agency order line will be the full pallet quantity only when the bin the pallet is located in is marked as a put-away (storage) bin.

Repeat the above steps for each Location you want to utilize the full pallet functionality.

Manually adding a full pallet to an Agency Order (Ship Option 2)

When entering Agency Orders, it is possible to enter a specific full pallet directly on the Order Lines that will flow to the Inventory Pick(s). The selected pallet will not be available for other Agency Orders once selected.

Once you have created an Agency Order, on the Lines, click the drop-down in the Pallet No. field to select a specific pallet. If you do know the Pallet No. you can enter it directly in the field. From the drop-down, click “Select from full list” to see additional information about each pallet.

From the Select – Pallets page, select the pallet you wish to add to the order.

The Zone Code, Bin Code and Lot No. associated with the selected pallet will fill onto the Agency Order line.

The quantity will be defaulted based on the location setting. You may change the quantity if desired, however, the quantity has to be less or equal to the available quantity on the selected pallet.

Enter the next line or release the order if it is complete.

From the Agency Order, click Actions à Warehouse à Create Inventory Put-away/Pick.

You will get confirmation that the pick document(s) have been created.

From the Agency Order, drill into the Outstanding Picks, then select Home à Card.

Select the desired pick and click “Card” from the menu.

The Inventory Pick is displayed including the proper bin selected on the Agency Order.

It is possible for the order picker to override the suggested pallet if it’s deemed not viable or unavailable.

Manually adding a full pallet to an Agency Order (Ship Option 3)

When entering Agency Orders, it is possible to enter a specific full pallet directly on the Order Lines. The selected pallet will not be available for other Agency Orders once selected.

Once you have created an Agency Order, on the Lines, click the drop-down in the Pallet No. field to select a specific pallet. If you do know the Pallet No. you can enter it directly in the field. From the drop-down, click “Select from full list”.

From the Select – Pallets page, select the pallet you wish to add to the order.

The Zone Code, Bin Code and Lot No. associated with the selected pallet will fill in on the Agency Order line.

The quantity will be defaulted based on the location setting. You may change the quantity if desired, however, the quantity has to be less or equal to the available quantity on the selected pallet.

Enter the next line or release the order if it is complete.

From the Agency Order, click Actions à Warehouse à Create Warehouse Shipment

You will get confirmation that the Shipment Header was created.

The Shipment Header should open automatically, if it does not, from the Agency Order, click Related à  Warehouse à  Warehouse Shipment Lines.

From the Whse. Shipment Lines, click Show Whse. Document to review the Shipment.

The Warehouse Shipment will display the pallet selected at order entry. It is possible for the order picker to override the suggested pallet if it’s deemed not viable or is physically unavailable by drilling into the Pallet No. field and selecting another available pallet.

Processing Full Pallets using Warehouse Activity Planning (WAP)

If you have enabled the Suggest Full Pallet from Put Away option Ceres will create full pallet WAP suggestions and will do so in conjunction with default Bin Picking if that is enabled.

When running the create WAP process with the Location configured to suggest full pallets, Ceres will attempt to fulfill agency order demand by first suggesting full pallets currently residing in put away bins. If sufficient inventory does not exist to satisfy agency order demand, Ceres will begin suggesting non-full pallets as normal to fulfill the remainder of the demand.

In this example, an Agency Order calls for a quantity of 58 units. The Location is set up so that full pallets should be dropped from a storage bin to a pick bin(s).

800 units are available, but only 0 reside in a Pick Bin as shown below.

When the WAP is created for this order, it is suggested two full pallets of 50 units per pallet from the storage bin and moved to pick bins.