Directed Putaway Overview in Excalibur 7.1
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Questions and Answers

What is the primary purpose of Directed Putaway in 3Plink and Excalibur?

  • To analyze inventory performance metrics.
  • To automatically recommend a putaway location during the process. (correct)
  • To manually select putaway locations for inventory.
  • To monitor the overall warehouse environment.
  • Which field is NOT mentioned as part of the bin setup requirements for Directed Putaway?

  • Product Type (correct)
  • Max Quantity
  • Zone Code
  • Depth
  • What does a lower bin ranking value indicate in the Directed Putaway setup?

  • Higher priority for putaway location consideration. (correct)
  • Limited accessibility for inventory retrieval.
  • Higher storage capacity allowed in the bin.
  • Lower priority for putaway location consideration.
  • What can Camelot provide if there are requirements outside the scope of the Directed Putaway documentation?

    <p>Custom Directed Putaway logic via a hook.</p> Signup and view all the answers

    Which of the following fields helps define the physical characteristics of a bin?

    <p>Level</p> Signup and view all the answers

    What happens when a bin is entered during a task in the system?

    <p>The Directed Bin value is cleared from the task.</p> Signup and view all the answers

    Which field must be considered for setting up bins within a warehouse?

    <p>Zone Code</p> Signup and view all the answers

    What is the purpose of the 'Like Item' field in the Putaway Rules?

    <p>To limit the item to bins that contain only the same item.</p> Signup and view all the answers

    When processing Directed Putaway on a Receipt, what is necessary for the items?

    <p>Items must be set up with a Putaway Template.</p> Signup and view all the answers

    What type of exception reason is generated when an issue arises in the Directed Bin process?

    <p>DIRECTCHNG</p> Signup and view all the answers

    Which of the following is not a priority rule in the Directed Putaway process?

    <p>Priority 1: Sort by Item Weight</p> Signup and view all the answers

    What should be the first priority in a new Putaway Rule template?

    <p>Always set the first rule's priority to 1.</p> Signup and view all the answers

    What is the primary function of the Priority field in Putaway Rules?

    <p>To dictate the sequence in which bins are considered for putaway</p> Signup and view all the answers

    Which of the following statements accurately describes the 'Empty' option in Putaway Rules?

    <p>It restricts putaway to Bins that are entirely unoccupied</p> Signup and view all the answers

    What does the 'Like Item' option in Putaway Rules determine?

    <p>If the item can be placed in a Bin containing similar items</p> Signup and view all the answers

    In the setup of Directed Putaway, what happens if no acceptable Bin is found for the first two priorities?

    <p>A catch-all rule is executed to find a fallback Bin</p> Signup and view all the answers

    What does the 'SF Partial' option in Bin Quantity allow for?

    <p>Placing inventory in Bins with partial inventory less than maximum capacity</p> Signup and view all the answers

    What determines the order of bins if multiple bins are available during the putaway process?

    <p>Sorting method selected in the Bin Sort option</p> Signup and view all the answers

    When processing directed putaway, what is essential for each Item on the Receipt to ensure correct bin assignment?

    <p>Each Item must have a Putaway Template setup</p> Signup and view all the answers

    What is the role of the Zone Filter in the Putaway Rules setup?

    <p>To restrict bins based on geographical zones</p> Signup and view all the answers

    Study Notes

    Directed Putaway Overview

    • Directed Putaway allows software to recommend a putaway location (Directed Bin) during the putaway process in 3PLink and Excalibur.
    • An alternative is to use Bin Rules to restrict inventory placement.
    • Camelot offers custom Directed Putaway logic via hooks.

    Excalibur 7.1+ Setup

    • Bins: Need pre-setup with optional fields (Environment, Zone Code, Bin Ranking, Max Quantity, Storage Unit, Level, Depth, Section) to guide the Directed Bin recommendation.

      • Bin Ranking uses numerical values (higher number = lower priority).
      • Max Quantity and Storage Unit define bin capacity.
    • Putaway Templates: Define rules for directing inventory to specific bin locations.

      • Created in Excalibur using Item Master > Directed Putaway Rules.
      • Multiple priorities determine the order of bin selection (priority 1 is highest).
      • Rules include:
    • Like Item/Lot: Putaway items with matching characteristics together. Blank value allows any item/lot.

    • Bin Qty: Define acceptable bin quantity (Any, SF Partial, Empty). SF Partial considers alternate units of measure(e.g., cases on pallets).

    • Bin Sort: Define sorting order (Bin Code, Bin Rank, SF Quantity – special feature). SF Quantity sorts by lowest to highest quantity.

    • Zone, Environment, Level, Depth, Section Filters: Restrict bin selection to specific areas.

    • Assigning Templates: Link Putaway Templates to specific items in their Item Master.

    • Processing: System recommends a Directed Bin upon receipt processing. User can accept or override the recommendation.

    • Troubleshooting: Examine open tasks, Piece Inventory, and Bin/Directed Bin fields for issues.

    • Bins: Need pre-setup with optional fields (Zone Code, Environment, Bin Ranking) to guide the Directed Bin recommendation.

    • Putaway Templates: Define rules for directing inventory to specific bin locations.

      • Created using 3PLink's PW Main Menu > Item Master > Item, Directed Putaway Rules.
      • Rules include:
    • Like Item/Lot: Putaway items with matching characteristics together. Blank value allows any item/lot.

    • Bin Qty: Define acceptable bin quantity (Any, SF Partial, Empty).

    • Bin Sort: Define sorting order (Bin Code, Bin Rank, SF Quantity).

    • Zone, Environment, Level, Depth, Section Filters: Restrict bin selection to specific areas.

    • Assigning Templates: Link Putaway Templates to specific items through Item Master.

    • Processing: System recommends a Directed Bin upon receipt processing. User can accept or override the recommendation.

    • Troubleshooting: Examine task list page, Piece Inventory, and Bin/Directed Bin fields for issues.

    Exception Handling

    • Each system creates exception records if a user puts an item in a different bin than directed.
    • Exceptions can be viewed through the system's Exception Reporting tool.
    • A specific report ( #37005540 TPL Exception Notification) is available to view all outstanding exceptions in a report format.

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    Description

    Explore the Directed Putaway features in Excalibur 7.1 and learn how to effectively set up bins and putaway templates. This quiz covers the critical aspects of bin configuration, prioritization rules, and inventory management for optimal storage solutions.

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