Ultimate Guide to Configure Warehouse Order Creation Rule In EWM

Ultimate Guide to Configure Warehouse Order Creation Rule In EWM

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How EWM creates WO from WTs – Explained in 9 Steps

Since now we have seen warehouse order creation rule in details , let’s review E2E, how EWM creates Warehouse Order from Warehouse Tasks

Time needed: 10 minutes.

End to End Process of Warehouse Order Creation from Warehouse Tasks

  1. Warehouse Requests are created.

    Warehouse requests for inbound, outbound, posting changes, and so on are created
    in embedded EWM.

  2. WTs are Created

    Warehouse tasks representing various activities such as picking, put-away etc. that a resource must perform in the warehouse to process a warehouse request, are created for open warehouse requests. You can create these tasks manually or do so automatically using the PPF.

  3. Grouping of WTs

    Warehouse tasks are grouped together based on activity area and queue. Embedded EWM determines the activity area of a warehouse task based on the activity area of either the source or destination storage bin (set in WPT customization) and activity.

  4. Determination of WOCR(Warehouse Order Creation Rule)

    In the next step, embedded EWM looks for possible WOCR assigned to an activity area. You can assign multiple WOCRs for a combination of activity area and activity and then assign them to a sequence for determination. Embedded EWM assigns all open warehouse tasks to the first WOCR in the sequence. It then looks through the next steps for sorting and filtering to decide if warehouse tasks need to be assigned to another warehouse order in the sequence.

  5. Applying WOCR

    In this step, embedded EWM sorts the warehouse tasks in the order defined by the sorting profile. It then applies item filters and subtotal filters to the warehouse task to see if it can be processed by a given WOCR. Any open warehouse tasks that don’t meet the filtering criteria are assigned to the next WOCR in the sequence for that activity area.

  6. Applying WOCR -Filtered Out Tasks

    Embedded EWM assigns the warehouse task to the next WOCR in the sequence. It applies the item filter and subtotal filter on the tasks assigned to the next WOCR until it finds a valid WOCR for all the open warehouse tasks. If no WOCR is set up in embedded EWM, it assigns all warehouse orders to default rule DEF. If there are no more WOCR left in the sequence for a warehouse order, the system assigns them to default rule UNDE.

  7. Applying WOCR – Limit

    In this step, embedded EWM sorts the warehouse tasks based on defined sorting criteria. This is called inbound sorting. Embedded EWM then uses the sorted warehouse tasks to check the Warehouse order limit. Often, you need to set a limit on a warehouse order based on the carrying capacity of the resource. For example, if the carrying capacity of a forklift is no more than 80 kg, you need to set a maximum weight limit of 80 kg on the warehouse order. If the total size of the warehouse tasks assigned to the warehouse order exceeds 80 kg, the system then creates a new warehouse order with the same WOCR.

  8. Applying WOCR – Packing Profile

    In this step, the system creates the required number of empty HUs using the capacity of the Warehouse order and the capacity of the packaging material determined by the packaging profile. The packing profile is used for creation of pick HUs for packing the picked goods and is assigned to the warehouse order.

  9. Final WO Creation & Sorting

    Finally, the system carries out warehouse order sorting for sorting the warehouse tasks assigned to the warehouse order for execution. For example, you can create a sort rule to sort warehouse tasks based on the pick path sequence.

Let’s do the configuration for each steps for our car businesses Warehouses.

Define Filters for Warehouse Order Creation Rules

you define the filters for the warehouse order creation rules. In this way, you specify whether warehouse order creation uses a rule to process a warehouse task (WT). Warehouse order creation uses the filters on all WTs that you have not yet assigned to a warehouse order, and which it should process.

There are two type of filters

Item Filters

Item filters are used to check individual warehouse tasks for a warehouse order

  • The system checks to see if the warehouse task is within the min/max volume, weight, and processing limits of the item filter
  • It also checks whether the warehouse task has been created using a specific warehouse process type, route, wave category, and reason for movement.
  • If a warehouse task doesn’t meet the filtering criteria, the system checks to see if it can use the next warehouse order creation rule in the sequence to process the warehouse task (Warehouse order creation processes the WOCR for WT according to the search sequence for warehouse order creation rules for each activity area).

Subtotal filter

Embedded EWM uses subtotal filters to compare several warehouse tasks against a subtotal. To use subtotal filters, it’s important to sort warehouse tasks using sorting rules with a sort field consolidation group

Note : If you do not want warehouse order creation to use the current WOCR to process WTs containing one of the transfer types “put-away”, “stock removal”, “internal stock transfer”, or “physical inventory”, set the relevant indicator in the filter definition, that is, No Put-away, No Stock Removal, No Internal Stock Movement, or No Physical Inventory

Picture : Path for WOCR Filter Config


We have configured below filters

Picture : Filter for WOCR


Define Limit Values for the Size of a Warehouse Order

In this configuration we define the size of a warehouse order. This means we can restrict the number of items in the warehouse order.

Embedded EWM passes the warehouse tasks that successfully passed through the item filter through a limit value to determine the size of the warehouse order. The limit value is assigned to each warehouse order creation rule. Warehouse tasks assigned to a warehouse order creation rule are assessed for limit values, which are used to set a limit on the size of the warehouse order. As soon as the warehouse task exceeds any of the limit filter criteria, it’s taken out of the existing warehouse order and assigned to a new warehouse order using the same warehouse order creation rule. The system again applies a limit filter to the warehouse tasks assigned to the new Warehouse order.

Note : in addition to the max/min weight, volume, no. of items of the WO, we can also define maximum number of pick-HUs or Max no. of different consolidation groups in a pick-HU or Max/Min number of items for each handling unit as a limit for the warehouse order.

Picture : Path for Limit Value Configuration


Picture : Configuration of limit


Define Packing Profile for Warehouse Order Creation

Packing profiles are used to create pick HUs during the creation of warehouse orders for outbound/picking processes.

  • Using a packing profile, the system determines a packaging specification and HU type using the packaging material master data for the pick HU.
  • The system uses data such as weight, volume, capacity, and so on from the assigned warehouse order when determining the appropriate number of picks HUs in the embedded EWM system. For example, if the assigned warehouse tasks don’t fit into one HU, then the system creates another pick HU using a predefined packaging material.

The following modes are available for determining the pick-handling units:

Note : We must also define the relevant packaging specifications in the system for both simple & Complex algorithm. There you specify the desired packaging material and if required manually overwrite the capacity data.

  • Simple algorithm : For the simple algorithm, we can only define one packaging specification with one packaging material per packing profile.
  • Complex algorithm : when determining the packing specification, we must indicate the sequence number of the conditions according to the size of the packaging material (from small to large).
  • BADI

Tips for simple algorithm or packing specifications to determine the pick-handling units for a WO

  • Use Sorting to specify the sorting that you previously defined in Define Sort Rules for Warehouse Tasks. Before determining the pick-handling units, warehouse order creation sorts the WTs according to this predefined sort sequence.
  • Set Create HUs as required.
  • Set Assign WTs to HUs as required.
  • Choose Split WT as required, in order to permit splitting of WTs.
  • Choose Split AUoM to let the system split WTs with regards to the alternative UoM of the WT. If you choose this, the system will split WTs only with integer values in the quantity in alternative UoM. In other words, if a WT has a carton as alternative UoM it will not force the picker to open this carton and remove individual pieces.
  • Set Skip WT as required, in order that warehouse order creation should skip a WT if it no longer fits into the pick-handling unit.
  • Set Check LWH as required, if warehouse order creation should also consider the length, width, and height when determining the pick-handling units.
Picture : Packing Profile


Picture : Packing profile configuration for WOCR


Define Creation Rule for Warehouse Orders

In this configuration We define warehouse order creation rules.

Note : Warehouse order creation uses these rules to group warehouse tasks together into warehouse orders, in order to create optimum work packages.

The filters, profiles, and limits described previously are used to create a container in the form of a warehouse order creation rule that creates warehouse orders for open warehouse tasks. It’s also possible to assign a specific destination bin of a work center to the Warehouse order creation rule so that the product is sent directly to a work center once picked. In an outbound process, if the product is to follow complex movement, then a storage process can be assigned to the warehouse order creation rule. Set the Determine WkCtr indicator if you want the system to determine a specific work center using a WOCR. This indicator is only relevant if you haven’t defined a storage process in the warehouse order creation rule.

Warehouse Order Creation Rule configuration in 13 Steps

Below are the 13 steps

Choose the rule category.

Warehouse order creation processes the various categories in different ways. Like -Consolidation group, pick path etc.

Choose an item filter

That have been defined under Define Filters for Warehouse Order Creation Rules. Warehouse order creation takes these filters into account for the current warehouse order creation rule.

Choose a subtotal filter

that you have defined under Define Filters for Warehouse Order Creation Rules.

Choose the limit for the size of a warehouse order

which you have defined under Define Limit Values for the Size of a Warehouse Order.

Choose one of the sort sequences – Beginning of WO Creation

Defined under Define Sort Rules for Warehouse Tasks as the inbound sorting. Extended Warehouse Management uses this sorting at the beginning of warehouse order creation on the basis of the current warehouse order creation rule.

Choose one of the sort sequences – Within a WO

Choose one of the sort sequences defined under Define Sort Rules for Warehouse Tasks as the Sorting Rules Within a Warehouse Order.

Choose Packing Profile

If you want to use a specific packing profile you defined in Define Packing Profile for Warehouse Order Creation in order to define the required pick-handling units.

Choose Ship.Pack.Prof.

if you want to use a specific profile you defined in Define Packing Profile for Warehouse Order Creation. At this point, warehouse order creation uses the packing profile to determine the shipping handling units.

Enter the destination Storage Type, Storage Section & Storage Bin

To specify the work centre to which the WTs, which have been grouped using the current warehouse order creation rule, should be taken. If you enter a packing station here, note the links with work centre determination and the storage process.

Warehouse Task Generic

If you define a creation rule for the creation category Consolidation Group or Pick Path, define the destination storage type, destination storage section, and the destination storage bin in this Customizing activity in accordance with your generic entries for the master data for storage types. If you have defined only the storage type or only the storage type and the storage section under Define Storage Type, you can also limit yourself to this information in this Customizing activity. Read More Here.

Work Centre Determination

If you define a creation rule for the creation category Consolidation Group or Pick Path, you have the option to set Work Centre Determination, so that warehouse order creation determines the work centre with the help of Customizing.

Enter Storage Process

Enter the storage process that you defined in Process-Oriented Storage Control. For picking, you can enter a packing station as the destination for a WT, by entering the destination storage type, destination storage section, and destination storage bin.
If you have not defined anything for the packing station, you can use Determine Work Centre here, in order to find a destination storage bin using the Customizing settings.

WO Lock

If you want to generate warehouse orders with status Locked, set the WO locked indicator. This enables you to create warehouse orders in the productive environment with new rules, and to view the result before processing. Before processing begins, you must unlock the warehouse orders through warehouse management monitor. The system does not automatically offer warehouse orders of this kind for processing in the radio frequency environment.

Picture : WOCR Configuration


Define Search Sequence of Creation Rules for Activity Areas

Here we define the search sequence of warehouse order creation rule for activity areas. We can assign one or more warehouse order creation rules to each defined activity area. These rules are processed during warehouse order creation for each activity area, according to the sequence defined.

Picture : Search sequence of creation rule for AA

Picture : Search Sequence of WOCR.…TB Continued..
Picture : Search Sequence of WOCR


Note : WOCRs get warehouse tasks as an input and give warehouse orders as an output. The tasks are grouped by queue and activity area (the decision whether it is source or destination AA is based on the WOCR AA of the WPT). So a warehouse tasks with a different queue or a different activity area can never end up in the same warehouse order

Determination of the WOCR can be either pre-defined via the warehouse process type or based on the source/destination AA and the activity itself

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