STEP 1: Setup
Create a category code for Cartonization Groups structure
Inventory Super User -> Setups -> Items -> Categories -> Category Codes
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Select Structure Name Cartonization Groups
Enter a category code
Assign category code to Cartonized Items and Container Item category sets
Inventory Super User -> Setups -> Items -> Categories -> Category Sets
WMS Cartonization Setup (Contained-Container Relation) & Diagnostics
Create two items to be shipped in container using item template @Finish
Goods and assign to WMS enabled organization
Inventory Super User -> Inventory -> Items -> Master Items
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Create two items “Hammer” and “Drill” and follow steps for both items
Assign to WMS Enabled organization
Set Physical Attributes at organization items level (i.e. Weight 1 Kilogram)
Assign category code of the organization items
Tools -> Categories
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Select category set as Contained Item
Assign category code
WMS Cartonization Setup (Contained-Container Relation) & Diagnostics
Create an container item and assign to WMS enabled organization
Inventory Super User -> Inventory -> Items -> Master Items
Enable Container flag in Physical Attributes Tab and Shippable flag in Order Management Tab at master
items level.
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Assign to WMS Enabled organization
Set Physical Attributes at organization items level. (i.e. Type is Box, Maximum load 20 Kilogram)
Assign category code of the organization items
Tools -> Categories
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Select category set as Container Item
Assign category code
Enable Cartonize Sales Orders Flag
Select Enable Cartonization as “Always cartonize for pick release process”. If you select
“Cartonize for pick release process at subinventory level” you have to setup cartonization flag
for the subinventory from where you want to pick item.
WMS Cartonization Setup (Contained-Container Relation) & Diagnostics
Setup Cartonization Rules (Priority is below item-Container Relationship)
Warehouse Manager -> Setup -> Warehouse Configuration -> Rules -> Warehouse Execution -> Rules
Workbench
Select Type as Cartonization (Upper left block)
Enter new row, select Return value “Mixed Item” and enable
Please run concurrent request Generate All Rules
Warehouse Manager -> Requests -> Submit Concurrent request “Generate All Rules”
STEP 2: Data Preparation
Create item on-hand using Miscellaneous Receipt (GUI/Mobile)
WMS Cartonization Setup (Contained-Container Relation) & Diagnostics
Inventory -> Transactions -> Miscellaneous Transaction -> Miscellaneous Receipt
a) Create on-hand of finish goods to be used for pick released and carbonized
b) No on-hand required for container to be maintained in warehouse
Create a sales order (Destination Warehouse should be WMS enabled)
Order Management -> Orders, Returns -> Sales Order
Select WMS Destination organization in Others Tab
WMS Cartonization Setup (Contained-Container Relation) & Diagnostics
Enter order lines. Verify the destination organization from shipping tab, book the order
a) Order quantity is 10 Hammers and 15 Drills for testing. We want to pack items in 2 containers
(Capacity Limit 20 kg)
STEP 3: Diagnostics Test of Cartonization (Item-Container Relationship)
Release sales order with Auto Pick Confirm set to “No”
Warehouse manager -> Outbound Logistics -> Release Pick Wave
WMS Cartonization Setup (Contained-Container Relation) & Diagnostics
Set Auto Allocation to “Yes” from Inventory Tab
Press Concurrent/Execute Now to start complete release. Verify the completion of
concurrent requests.
Identify the delivery line details created by pick release process
Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions
Delivery lines details are not yet spitted. Note the sales order and delivery number.
Confirm that task has been created from Warehouse Control Board.
Warehouse Manager -> Inquiry -> Warehouse Control Board
Enable Outbound flag (Source), task status (Unreleased, pending and queue) flags and enter order
number in Outbound tab. Press Find. Verify 3 tasks created due to container capacity (20 Kg)
WMS Cartonization Setup (Contained-Container Relation) & Diagnostics
Complete the Order picking task from mobile
Whse Mgmt -> Tasks -> Outbound -> Manifest Picking -> Enter Order Number
Verify container name, Quantity and Xfer LPN data (Two separate LPNs for two containers)
Select Load to complete all tasks, note down LPNs attached to container
Drop loaded LPNs (Task -> Directed task -> Directed Move -> Drop Loaded LPNs)
WMS Cartonization Setup (Contained-Container Relation) & Diagnostics
Confirm that task has been completed from Warehouse Control Board.
Warehouse Manager -> Inquiry -> Warehouse Control Board
Enable Outbound flag (Source), task status (Loaded, Completed) flags and enter order number in
Outbound tab. Press Find. Verify 3 tasks in completed status.
Verify the delivery line detail created by pick release process has been split
Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions
Verify the LPN and shipped quantity
Note down Delivery number to complete ship confirm process
Complete Sales order Ship confirm process
Whse Mgmt -> Outbound -> Shipping -> Quick Ship
Verify the delivery lines have been interfaced to Receivables for Invoicing
Warehouse manager -> Outbound Logistics -> Shipment Planning & Transactions