Configuration on the conditional validation screen

Use this screen to define the conditions under which post-allocation, post-pick, and pre-ship validation routines are performed.

Post-allocation validation configuration

To configure post-allocation validation routines:

  1. Select WMS > Configuration > Validation Rules > Outbound. The Conditional Validation screen is displayed in List view.
  2. Do one of the following:
    • To display a list, use the Search feature.
    • To create a new record, click New.
  3. If you created a new record, enter information into the following fields for each validation type:
    Customer
    Party to whom the item is delivered.
    Owner
    Owner of the item to be validated.
    Item
    Product to be validated.
    Note:  The Customer, Owner, and Item fields are not required for the default record. However, all three fields are required when you add a new record.
    Type
    Validation type for the record. Select the More Fields tab and then Post-allocation Validation. Click Search to display the validation.
    Minimum Shelf Life
    Minimum number of days a customer allows between the current date and either the expiration date or the manufacturing date for an item being shipped. (The Expiration Date or the Manufacturing Date fields are found on the Item screen.) This number is compared with the calculated number to determine if the validation passes or fails. This field cannot be edited for post-allocation validation.
    Enabled
    Determines whether the Validation Routine header is validated by the application. If set to No, the application does not validate this record.
    Validation Routine
    Validation routine that the application should follow. In this case, there is only one choice, Post-allocation Validation, and it is already selected.
    Enabled
    Indicator that enables the validation routine if selected. Only enabled routines are considered by the application when processing validations.
  4. The application displays information in these fields:
    Validation Key
    Gives the validation a unique identifier, which you can override.
    Sequence
    Determines the sequence of the validation routines that the application should follow.
  5. Click Save.

Post-pick validation configuration

To configure post-pick validation routines:

  1. Select WMS > Configuration > Validation Rules > Outbound. The Conditional Validation screen is displayed in List view.
  2. Do one of the following:
    • To display a list, use the Search feature.
    • To create a new record, click New.
    Note:  The only edits allowed to the default post-pick validation routine are to enable or disable the validations.
  3. When adding a new record, enter information into the following fields for each validation type:
    Customer
    Party to whom the item is delivered.
    Owner
    Owner of the item to be validated.
    Item
    Item to be validated.
    Note:  The Customer, Owner, and Item fields are not required for the default record. However, all three fields are required when you add a new record.
    Type
    Validation type for the record. Select Post-pick Validation from the pop-up menu.
    Minimum Shelf Life
    Minimum number of days the customer allows between the current date and either the expiration date or the manufacturing date for the item being shipped. This number is compared with the calculated number to determine if the validation passes or fails.
    Enabled
    Determines whether the Validation Routine screen is validated by the application. If set to No, the application does not validate this record.
    Default
    Displays Y for default records created by the application, and N for any records you create.
  4. Specify this information:
    Validation Routine
    Validation routine that the application should follow. Select a validation routine defined in the table below.
    Validation Routine Definition
    Shelf Life Comparison When enabled, the application works through the following process to validate Shelf Life Comparison:
    • Identify the Shelf Life Code Type for the item on the Item screen (Manufacturing or Expiration Date).
    • Compare either the Manufacturing or Expiration date to the current date to calculate the shelf life.
    • If the Shelf Life Code is Expiration Date, the calculated shelf life is compared to the Minimum Shelf Life defined on the Conditional Validation screen. If not defined on the Conditional Validation screen, the application uses the value on the Item record. When the calculated shelf life is less than the Minimum Shelf Life, the validation fails. When the calculated shelf life is greater than the Minimum Shelf Life, the validation passes.
    • If the Shelf Life Code is Manufacturing Date, the calculated shelf life is compared to the Minimum Shelf Life defined on the Conditional Validation screen. If not defined on the Conditional Validation screen, the application uses the value on the Item record. When the calculated shelf life is less than the Minimum Shelf Life, the validation passes. When the calculated shelf life is greater than the Minimum Shelf Life, the validation fails.
    Check Lot To use this validation, modify the prompts.ini file to require that the lot be entered. Once entered, the application validates that the correct lot was returned if this validation is enabled. This routine works only with RF-directed picking.
    Check Location If enabled, the application verifies that the location you entered is the same as the location called for in the pick task or pick detail. If disabled, you can enter any location and the application accepts the entry. This does not cause the application to change anything about the pick task or pick detail; it simply ignores what you entered. This routine works only with RF-directed picking.
    Check Item If enabled, the application verifies that the Item you entered is the same as the Item called for in the pick task or pick detail. If disabled, you can enter any Item and the application accepts the entry. This does not cause the application to change anything about the pick task or pick detail; it simply ignores what you entered. This routine works only with RF-directed picking.
    Check ID If the application is set to keep the LPN in the pick slot (Lose ID is not set for this location and over-allocation is OFF), enabling this flag causes the application to check the entered ID versus the ID used on the pick or task detail to ensure you entered the correct ID. If disabled, you can enter any LPN and the application accepts the entry. This does not cause the application to change anything about the pick task or pick detail; it simply ignores what you entered. Only Movable Unit IDs are validated. This routine works only with RF-directed picking.
    Update New LOT, LOC, ID If enabled, you can enter a new lot, location, and ID for the pick task or pick detail. The application then verifies that there is available quantity for this change (the stock is not allocated on another order) and updates the pick detail with the newly entered information. If disabled, the application simply checks the lot, location, and ID based on the above mentioned settings. It should be noted that if this routine is enabled, the Check Lot, Check Location, and Check ID routines should not be activated. They are mutually exclusive.
    Note:  When using the Check Lot routine, you must modify the prompts.ini file to require that the lot be entered on an RF device.
    Enabled
    Indicator that enables the validation routine if selected. Only enabled routines are considered by the application when processing validations.
    RF-directed Picking
    Indicator that allows consideration of RF-directed pick tasks in the validation routine if selected.
    RF-assisted Picking
    Indicator that allows consideration of RF-assisted pick tasks in the validation routine if selected.
    Note:  Of the six routines supplied, Shelf Life Comparison is the only routine that works with both RF-directed and RF-assisted picking. The remaining routines work with RF-directed picking only.
  5. The application enters information into the following fields:
    Validation Key (header)
    Gives the validation a unique identifier, which you can override.
    Sequence (detail)
    Determines the sequence of the validation routines that the application should follow. The sequence starts with one, and cannot be edited.
  6. To add another detail record, click New.
  7. Specify information into the fields as described in steps above, and select a new Validation Routine.
  8. Click Save.

Pre-ship validation configuration

To configure pre-ship validation routines:

  1. Select WMS > Configuration > Validation Rules > Outbound. The Conditional Validation screen is displayed in List view.
  2. Do one of the following:
    • To display a list, use the Search feature.
    • To create a new record, click New.
    Note: The only edits allowed to the default pre-ship validation routine are to enable or disable the validations.

    The Conditional Validation screen displays.

  3. When adding a new record, enter information into the following fields for each validation type:
    Customer
    Party to whom the item is delivered.
    Owner
    Owner of the item to be validated.
    Item
    Item to be validated.
    Note: The Customer, Owner, and Item fields are not required for the default record. However, all three fields are required when you add a new record.
    Type
    Validation type for the record. Click the drop-down menu and select Pre-ship Validation.
    Minimum Shelf Life
    Minimum number of days the customer allows between the current date and either the expiration date or the manufacturing date for the item being shipped. This number is compared with the calculated number to determine if the validation passes or fails.
    Enabled
    Determines whether the Validation Routine header is validated by the application. If set to No, the application does not validate this record.
    Default
    Displays Y for default records created by the application, and N for any records you create. It is pre-populated.
  4. Enter information into the following fields as required:
    Validation Routine
    Validation routine that the application should follow. Select from Ship Group Validation and Shelf Life Comparison. See the chart below for definitions.
    Enabled
    Indicator that enables the validation routine if selected. Only enabled routines are considered by the application when processing validations.
    Validation Routine Definition
    Ship Group Validation When enabled, the application checks to ensure that all items for matching Ship Groups have been fully allocated. If the application finds that items with a matching Ship Group were not fully allocated, the application provides an error message and does not allow the shipment of the order. The error message displays when shipping is attempted from the Shipment Order, Wave, or through Mass Ship of either orders or pick details. If disabled this check is not performed.
      Ship Groups are defined at the Shipment Order Detail Level. There are three Ship Groups: 01, 02, and 03.
     

    The Ship Together option at the Shipment Order header takes precedence over the Ship Group Validation. If the Ship Together option is set at the Shipment Order header, all lines must be fully allocated for the order to ship. The default value for the Ship Together Flag is No.

    Valid entries for this field are Y =Yes and N =No

    Shelf Life Comparison When enabled, the application works through the following process to validate Shelf Life Comparison:
    • Identify the Shelf Life Code for the item on the Item screen (Manufacturing or Expiration Date).
    • Compare either the Manufacturing or Expiration date to the current date to calculate the shelf life.
    • If the Shelf Life Code is Expiration Date, the calculated shelf life is compared to the Minimum Shelf Life defined on the Conditional Validation screen. If not defined on the Conditional Validation screen, the application uses the value on the Item record. When the calculated shelf life is less than the Minimum Shelf Life, the validation fails. When the calculated shelf life is greater than the Minimum Shelf Life, the validation passes. An entry of zero (0) in the Minimum Shelf Life field assumes no shelf life validation.
      If the Shelf Life Code is Manufacturing Date, the calculated shelf life is compared to the Minimum Shelf Life defined on the Conditional Validation screen. If not defined on the Conditional Validation screen, the application uses the value on the Item record. When the calculated shelf life is less than the Minimum Shelf Life, the validation passes. When the calculated shelf life is greater than the Minimum Shelf Life, the validation fails.
  5. The application populates the following fields:
    Validation Key
    Gives the validation an identifier, which you can override.
    Sequence
    Determines the sequence of the validation routines the application should follow. The sequence starts with one and cannot be edited.
  6. Click Save.