1. RF Pick, Pack & Ship for XA COM Designed for XA users, by XA users
Jim Simunek, Sr. Business Consultant

2. Product Overview Automates Pick, Pack, Ship Process
Pick list presented via RF terminal
Pick and stage customer orders using RF devices
Processes Kits and, optionally, Containerization
Rapid creation of Shipments
Interface to UPS, DHL, FedEx with update to COM of tracking number and freight charges
‘Back Office’ Supervision screens provide information and functions for the staged orders

3. Benefits
Increased productivity of warehouse personnel with streamlined picking process.
Allows picking to be an “on the floor” process, instead of an office function.
Improved inventory accuracy with real time inventory movement transactions (makes cycle counting more accurate!)
Improve confidence in order promising
Better inventory accounting
Improved customer service with accurate and on time shipments.

4. Product Flexibility
Control File settings allow your company to determine pick/stage functions
Guided or Random Item Picking
Containerization
Discrete Allocations
Mgmt approval for under/over picking
Insufficient Inventory Handling
Shipping Label, Document Control
Interface to UPS, DHL, Fedex
User Exits included at every stage for customization
Can call existing label or forms programs

5. Picking from the RF Device
Product Features
Picking from the RF Device
Handles discretely allocated and non-discretely allocated items
Unguided picking: Random scan/key item from Pick List
Guided picking: Displays items in Pick List Print order
‘Regular’ pick list or ‘Stock’ pick list allowed
Manager approval is an option if quantity is over or under picked (depending on Control File settings)

6. Picking from the RF Device
Product Features
Picking from the RF Device
Consolidated XA pick list groups the same item from multiple pick lists. These can be picked simultaneously with RF
Multiple pickers can pick the same Pick List concurrently
View current item location quantities from the RF device
Adjust picking quantities from the RF device
Flexible insufficient inventory issue handling:
Hard halt, Warning only, Default to XA settings (allow negatives or not)
Standard Shipping Label or there is a User Exit to print your shipping label at pick time

7. Picking from the RF Device
Product Features
Picking from the RF Device
Can, optionally, pack into XA containers upon verification of Pick List
If Containerizing, automatic handling of unshipped items for backorder processing (can’t have zero shipped items in a container)
Supports Kits
Support Discrete Allocations/Stock Pick Lists

8. Picking from the RF Device
Product Features
Picking from the RF Device
Demo

9. Product Features XA Features Used
Uses PM&C (TRDATA) to process Inter-warehouse transfer (TW) transactions to move material to staging locations
Uses Offline Shipping to ship orders not packed into containers
Errors in processing Offline Shipments will be returned to Cistech’s shipping screen so order/pick can be corrected

10. Office Processing Functions
Product Features
Office Processing Functions
RF Pick Status Review:
Easily monitor picking activity
Current Pick Status
If Pick List has been verified, who was the user
Quantities required/picked, locations picked from
Staging location and Container information (if containerizing)
Remove a Pick List from RF

11. Product Features Office Processing Create Shipments for RF Pick Lists:
Rapidly create XA Shipments from RF pick lists using CISTECH’s Shipping Screen.
View information available in Pick Status review, plus:
Enter Carrier and Special Charge information
Automatically create Packing List and/or BOL
Automatically create invoice upon shipment create
View XA offline shipping errors
If containers are used, container must be shipped from XA Shipping Workbench screen

12. Office Processing - Containers
Product Features
Office Processing - Containers
Create Backorders for un-shipped items in containers
Can be run via menu option, or automatically at end of day.
XA disallows packing of an item with a zero quantity into a container

13. Office Processing-UPS, Fedex, DHL
Product Features
Office Processing-UPS, Fedex, DHL
Program sends Pick List information to shipping system when staging order
Program performs shipping function for orders shipped by these carriers
Automatically retrieve/apply shipping information to shipments
Charges
Tracking numbers (Pro Bill#)
If more than one, creates shipping comments
Shipment weight
Applies charges based on Sales Transport Terms code
Set up to run automatically at end of day

14. Office Processing-UPS, Fedex, DHL
Product Features
Office Processing-UPS, Fedex, DHL
Demo

15. Enter (Scan) Pick List or Turnaround Number
Picking Process
Enter (Scan) Pick List or Turnaround Number
Employee Sign On
Scan or Key an XA Pick List# or Pick List Turnaround#.
The pick list or turnaround# must be valid in XA, and must be valid for the company and warehouse the RF user is working with.
The pick list may not be part of a multiple order consolidated pick list.
The pick list may not contain any kit items.
The pick list must not be currently locked to RF (i.e. a Shipment is being created, or another user is currently in progress of Verifying the Pick List).
If the pick list does not yet exist in RF:
The Pick Header status must be 0 (Unpicked).
If Containerizing, all items must have a packed container code of ‘3’ (open/ok for staging).
If at least one item has not been Pick Completed:
If Guided Picking is not active, the Enter Item# screen will display.
If Guided Picking is active, the Pick List item will be flagged In Use, and the Enter Pick Quantities screen will display for the next item to be picked. If multiple pickers are picking for the same Pick List, the next applicable item that is not currently in use will be selected.
When an item# has been successfully selected for pick, this screen will display if the item has not been discretely allocated, or if the item is a non-inventory item.
Pick List#, Item#, Item Description, quantity required to pick, quantity picked, and quantity remaining to pick for this item will display.
Staging Location will display if pick quantities for this item have been previously entered.
Quantities entered and displayed will be Unit quantities (based on the order item’s stocking unit of measure).
If the quantity remaining to pick is less than or equal to zero, it will blink, in red.
Scan/key location picking from and unit quantity being picked:
Pick quantity may not be zero or less.
Batch/Lot will be available only if the XA environment is tailored for batch/lot processing, and only if the item is a batch/lot item.
Location and Batch/Lot will be allowed only if the item is an inventory item. Location entry will be disallowed if the item is a non-inventory item.
If this is the first pick quantity entry for the item, the user will be prompted to enter an appropriate staging location.
If Containerization is active, and if the “Allow Pick List items to different Containers” feature has been selected in RF Environment Controls, a valid container type must also be entered and optionally, a container ID.
If Container ID is entered, and if the container already exists in XA, the entered Container Type and staging location must match that of the existing container.
If an entered Container ID already exists for a previously picked but unpacked item, the entered Container Type and staging location must match that of the previously entered item.
If no Container ID is entered, the item will be packed into a container beginning with the Pick List number.
If the item is an inventory item, and if insufficient inventory exists in the picking location, an appropriate error or warning will display, depending on RF Environment Control settings.
Upon successful entry of a pick location/quantity, if the item is an inventory item, inventory will be transferred (via XA PMC TW transactions) from the entered location to either the Staging location (non-containerization) or the appropriate Hold location (if containerizing). Badge# will be available in Inventory History for transaction tracking purposes. RF location information and control totals will be adjusted appropriately.

16. View/Select Pick List Items
Picking Process
Enter (Scan)
Item Number
View/Select Pick List Items
Picker would key or scan item number
If guided Picking, skips this screen (goes to ‘Enter Pick Quantities’ Screen)
Press F5 from Item screen to see all items on Pick List, and quantities picked for each
Scan or Key an XA Pick List# or Pick List Turnaround#.
The pick list or turnaround# must be valid in XA, and must be valid for the company and warehouse the RF user is working with.
The pick list may not be part of a multiple order consolidated pick list.
The pick list may not contain any kit items.
The pick list must not be currently locked to RF (i.e. a Shipment is being created, or another user is currently in progress of Verifying the Pick List).
If the pick list does not yet exist in RF:
The Pick Header status must be 0 (Unpicked).
If Containerizing, all items must have a packed container code of ‘3’ (open/ok for staging).
If at least one item has not been Pick Completed:
If Guided Picking is not active, the Enter Item# screen will display.
If Guided Picking is active, the Pick List item will be flagged In Use, and the Enter Pick Quantities screen will display for the next item to be picked. If multiple pickers are picking for the same Pick List, the next applicable item that is not currently in use will be selected.
When an item# has been successfully selected for pick, this screen will display if the item has not been discretely allocated, or if the item is a non-inventory item.
Pick List#, Item#, Item Description, quantity required to pick, quantity picked, and quantity remaining to pick for this item will display.
Staging Location will display if pick quantities for this item have been previously entered.
Quantities entered and displayed will be Unit quantities (based on the order item’s stocking unit of measure).
If the quantity remaining to pick is less than or equal to zero, it will blink, in red.
Scan/key location picking from and unit quantity being picked:
Pick quantity may not be zero or less.
Batch/Lot will be available only if the XA environment is tailored for batch/lot processing, and only if the item is a batch/lot item.
Location and Batch/Lot will be allowed only if the item is an inventory item. Location entry will be disallowed if the item is a non-inventory item.
If this is the first pick quantity entry for the item, the user will be prompted to enter an appropriate staging location.
If Containerization is active, and if the “Allow Pick List items to different Containers” feature has been selected in RF Environment Controls, a valid container type must also be entered and optionally, a container ID.
If Container ID is entered, and if the container already exists in XA, the entered Container Type and staging location must match that of the existing container.
If an entered Container ID already exists for a previously picked but unpacked item, the entered Container Type and staging location must match that of the previously entered item.
If no Container ID is entered, the item will be packed into a container beginning with the Pick List number.
If the item is an inventory item, and if insufficient inventory exists in the picking location, an appropriate error or warning will display, depending on RF Environment Control settings.
Upon successful entry of a pick location/quantity, if the item is an inventory item, inventory will be transferred (via XA PMC TW transactions) from the entered location to either the Staging location (non-containerization) or the appropriate Hold location (if containerizing). Badge# will be available in Inventory History for transaction tracking purposes. RF location information and control totals will be adjusted appropriately.

17. Picking Process Enter Pick Quantities – Items Not Discretely Allocated
View Available Locations
Item number and Item description displays for item
If sufficient inventory is not available at the default location, you can inquire for available inventory at other locations
Picker would enter/scan location and key in quantity picked
F5 key in location field will display a list of locations for the item
** if using Discrete Allocations, ‘Enter Pick Quantities-Item Discretely Allocated’ appears
Scan or Key an XA Pick List# or Pick List Turnaround#.
The pick list or turnaround# must be valid in XA, and must be valid for the company and warehouse the RF user is working with.
The pick list may not be part of a multiple order consolidated pick list.
The pick list may not contain any kit items.
The pick list must not be currently locked to RF (i.e. a Shipment is being created, or another user is currently in progress of Verifying the Pick List).
If the pick list does not yet exist in RF:
The Pick Header status must be 0 (Unpicked).
If Containerizing, all items must have a packed container code of ‘3’ (open/ok for staging).
If at least one item has not been Pick Completed:
If Guided Picking is not active, the Enter Item# screen will display.
If Guided Picking is active, the Pick List item will be flagged In Use, and the Enter Pick Quantities screen will display for the next item to be picked. If multiple pickers are picking for the same Pick List, the next applicable item that is not currently in use will be selected.
When an item# has been successfully selected for pick, this screen will display if the item has not been discretely allocated, or if the item is a non-inventory item.
Pick List#, Item#, Item Description, quantity required to pick, quantity picked, and quantity remaining to pick for this item will display.
Staging Location will display if pick quantities for this item have been previously entered.
Quantities entered and displayed will be Unit quantities (based on the order item’s stocking unit of measure).
If the quantity remaining to pick is less than or equal to zero, it will blink, in red.
Scan/key location picking from and unit quantity being picked:
Pick quantity may not be zero or less.
Batch/Lot will be available only if the XA environment is tailored for batch/lot processing, and only if the item is a batch/lot item.
Location and Batch/Lot will be allowed only if the item is an inventory item. Location entry will be disallowed if the item is a non-inventory item.
If this is the first pick quantity entry for the item, the user will be prompted to enter an appropriate staging location.
If Containerization is active, and if the “Allow Pick List items to different Containers” feature has been selected in RF Environment Controls, a valid container type must also be entered and optionally, a container ID.
If Container ID is entered, and if the container already exists in XA, the entered Container Type and staging location must match that of the existing container.
If an entered Container ID already exists for a previously picked but unpacked item, the entered Container Type and staging location must match that of the previously entered item.
If no Container ID is entered, the item will be packed into a container beginning with the Pick List number.
If the item is an inventory item, and if insufficient inventory exists in the picking location, an appropriate error or warning will display, depending on RF Environment Control settings.
Upon successful entry of a pick location/quantity, if the item is an inventory item, inventory will be transferred (via XA PMC TW transactions) from the entered location to either the Staging location (non-containerization) or the appropriate Hold location (if containerizing). Badge# will be available in Inventory History for transaction tracking purposes. RF location information and control totals will be adjusted appropriately.

18. Enter Staging Location/Container ID
Picking Process
Enter Staging Location/Container ID
Verify Pick List
View/Select Pick List Items
If F5 is pressed from the Enter Item# screen, this screen will display. All items on the pick list will be shown, along with the quantity picked for each item. If the item has been Pick Completed, “Cmplt” will display next to the Pick Quantity. Enter “X” next to any item# to select it for picking.
Note: This function is not available if Guided Picking has been activated in RF Environment Controls.
When all items on the Pick List have been Pick Completed, the Verify Pick List screen will display and will allow verification of the entire pick list.
All items for this pick list will display, along with the total quantity required and the total quantity picked.
If an item is selected:
If Containerization is not active, the Adjust Item Pick Quantities screen will display.
If Containerization is active:
If the item has not been previously packed, the Adjust Item Pick Quantities screen will display.
If the item has been previously packed, the Unpack screen will display. If an item is unpacked then selected again with “X”, the Adjust Item Pick Quantities screen will display and allow entry of new pick quantities. If new pick quantities are entered, the item will be re-packed into XA when F6 is pressed to Re-verify the Pick List. If new pick quantities are not entered for the unpacked item, it will not be re-packed into XA when F6 is pressed (it will be treated as an “unshipped item”).
Shipping Address Labels
Ship To:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XX XXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXX
If RF Environment Controls indicate a 4X6 Shipping Address label is to be generated, this label will print.
Ship-To Name, Address 1-5, City, Stage, Zip, and Country will print. Print order will be dependent on the Shipping Address Format as follows:
Address Format 1: City/State/Postal/Country
Address Format 2: Country/Postal/City/State
Address Format 3: Free Form
When the quantity for the first item has been entered or confirmed, operator is prompted to enter staging location, container type, and id
If ID number is left blank, pick list number becomes the container number
Screen appears when all items are completed on Pick List
Press F6 to complete process

19. Picking Process Print Labels
Upon F6 Verify, labels screen appears (if labels selected in RF controls).
Labels can be routed via XA Report Overrides
View/Select Pick List Items
If F5 is pressed from the Enter Item# screen, this screen will display. All items on the pick list will be shown, along with the quantity picked for each item. If the item has been Pick Completed, “Cmplt” will display next to the Pick Quantity. Enter “X” next to any item# to select it for picking.
Note: This function is not available if Guided Picking has been activated in RF Environment Controls.
When all items on the Pick List have been Pick Completed, the Verify Pick List screen will display and will allow verification of the entire pick list.
All items for this pick list will display, along with the total quantity required and the total quantity picked.
If an item is selected:
If Containerization is not active, the Adjust Item Pick Quantities screen will display.
If Containerization is active:
If the item has not been previously packed, the Adjust Item Pick Quantities screen will display.
If the item has been previously packed, the Unpack screen will display. If an item is unpacked then selected again with “X”, the Adjust Item Pick Quantities screen will display and allow entry of new pick quantities. If new pick quantities are entered, the item will be re-packed into XA when F6 is pressed to Re-verify the Pick List. If new pick quantities are not entered for the unpacked item, it will not be re-packed into XA when F6 is pressed (it will be treated as an “unshipped item”).
Shipping Address Labels
Ship To:
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XX XXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXX
If RF Environment Controls indicate a 4X6 Shipping Address label is to be generated, this label will print.
Ship-To Name, Address 1-5, City, Stage, Zip, and Country will print. Print order will be dependent on the Shipping Address Format as follows:
Address Format 1: City/State/Postal/Country
Address Format 2: Country/Postal/City/State
Address Format 3: Free Form

20. Office Processing Functions
Pick Status Review
QPADEV000W RF Pick Status Review Unverified 9/21/06
SFCTL :53:25
Company: 01 ABC, COMPANY
Warehouse: 1 HI-TECH COMPANY - MAIN WHSE Position to Pick List:
Type Selection, Press Enter. 1=Select 4=Remove from RF
Opt Pick# Customer Customer Name Order Required Picked Status
Walmart
Walmart
Walmart C
Walmart
Walmart
Walmart
Bottom
F3=Exit F5=Refresh F7=Unverified/Verified F12=Previous
Verify Status:
‘U’ In use at RF
‘C’ Pick Completed but Pick List not Verified
View Item Detail on Pick List and then from there Location detail
Remove Pick List from RF if not in use & all items have zero picked
When a company and warehouse have been successfully entered, Pick Lists at RF that have not yet been Verified will display.
Pick List#, customer#, customer name, Order#, Total Quantity Required and Total Quantity Picked will display in order by Pick List#.
Pick List status will display in the Status column as follows:
U = In Use at RF
C = All items have been Pick Completed / Pick List not Verified. If this situation occurs, the “C” will display reverse image in red.
Enter “1” next to any Pick List to view item detail.
Enter “4” next to any Pick List to remove the Pick List from RF.
Quantity picked for all Pick List items must be zero
The Pick List may not be in use or locked to RF.
Enter a Pick List# at the top right of the screen to position the display beginning with the requested Pick List.

21. Office Processing Functions
Create Shipment
This function is available only if not containerizing
Total Quantity picked will show in red if not a match to required
Only one pick list may be selected for shipment creation at a time
Pick List must still be valid in XA
If shipment creation fails in XA an ‘E’ appears in ‘ERR’ column
QPADEV000W Create Shipments for RF Pick Lists /21/06
SFCTL :35:44
Company: 01 ABC, COMPANY
Warehouse: 1 HI-TECH COMPANY - MAIN WHSE Position to Pick List:
Type Selection, Press Enter. 1=Select
Opt Pick# Customer Customer Name Order Required Picked Error
Walmart
Walmart
Bottom
F3=Exit F5=Refresh F12=Previous
When a company and warehouse have been successfully entered, Pick Lists available for shipping will display.
Only Verified Pick Lists will display.
Pick List#, customer#, customer name, Order#, Total Quantity Required and Total Quantity Picked will display in order by Pick List#.
If shipment creation has been previously attempted but failed in XA, the Errors column will show “E” highlighted in red.
If any item’s quantity required does not match the quantity picked, total quantity picked will show highlighted in red.
Enter “1” next to any Pick List to select it for shipment create.
Only one pick list may be selected for shipment creation at a time.
The selected Pick List must still be valid for shipment creation in XA:
The Pick List must exist in XA.
The Pick List warehouse must match the RF Pick List warehouse.
The Pick Header status must be ‘0’
All RF Pick List lines must exist on the Pick List in XA.
Order, item, or item release holds may not exist.
Enter a Pick List# at the top right of the screen to position the display beginning with the requested Pick List.

22. Office Processing Functions
Create Shipment Carrier Information
Screen is optional, but if used
Carrier must be valid in XA
If Interfaced to UPS, Pro#(s) and Carrier Charges, if applicable based on Sales Transport code, will be updated on order
QPADEV000W Create Shipments for RF Pick Lists /21/06
RF310D Carrier Details :41:51
Warehouse: 1 HI-TECH COMPANY - MAIN WHSE
Pick List:
Customer: Walmart
Carrier: UPS
Pro Bill Number:
Truck Number: 2405
Trailer Number: 42
Lading Quantity:
Weight Override:
Volume Override:
Packed By: DV
Shipping Instructions:
F3=Exit F4=Prompt F12=Previous
If F7 is pressed to enter Carrier information, this screen will display. Carrier, Pro Bill Number, Truck Number, Trailer number, Lading Quantity, Weight Override, Volume Override, Packed By, and Shipping Instructions may be entered. All information is optional. If entered:
Carrier must be a valid Carrier in XA.
Lading Quantity must be greater than zero.
Weight Override must be greater than zero.
Volume Override must be greater than zero.
F4 is available to prompt for Carrier.

23. Prerequisites
XA R6 or R7
COM, IM and PM&C applications with the COM/IM interface active
COM Shipping Workbench installed (R6)
Controlled Warehouse
XA license for each RF device
RF device for enabled for 5250 emulation

24. Out of Scope--Today FIFO processing APC/KBC
Multi-carrier split shipments
Serial Number handling
Consolidated Shipments
Custom labels and reports
User Exits available to call label and print programs
Access to RF Office Processing Functions via browser

25. Turnkey Implementation
RF PPS Software, $18,000
Optional Annual Support Plan, $3,510
RF hardware, 0-4 days
Site Survey
Install Access Points
Configure devices
Integrate to iSeries
RF PPS Software Installation, 1 day
Setup and Configuration
Operations

26. Turnkey Implementation
RF PPS Software Education, 2-3 days
PPS
PMC
Consulting Services to Streamline Warehouse Flow, days
Develop End User Training and Testing, days
RF PPS Go Live Assistance, 2-4 days

27. Support Options 90 day warranty
Annual Fee not required, support is available on time and material basis
Optional Annual Support Plan, $3,510
No charge upgrades
Enhancements are rolled into base package
Unlimited support via support desk
24 x 7 for severity 1 (system is down)

28. Summary-Benefits of RF PPS
Designed specifically to streamline COM PPS process
Additional management tools
RF provides improved inventory accuracy
Makes Cycle Counting more accurate since staged items are not showing in stock location
Easy to implement
Cost Effective

29. What Next?
Are you interested in streamlining your Pick Pack Ship Process?
Shipping Questionnaire will:
Help Shipping Manager document areas of pain and potential benefit
Document COM capabilities used today
Provide CISTECH with information needed to create a customized presentation to address your needs
Download at
Go to XA User Community Presentations

30. Additional questions or comments?
Thank you!!