Set RF Program Options

Select RF Program Options in System Options Maintenance (XM) to set RF program options for your enterprise and branch.

(Optional) Click Login branch to set options for your branch.

Note
Login branch options override enterprise options.

Set these options:

Field Name

Type / Max Length

Action / Description

General

Location barcode format

Optional

Select O to scan the warehouse and bin location in one scan; select T to scan in two scans.

Scan mode

Optional

For purchase order stock receiving:

Select	To
A	Scan all fields and be prompted for the purchase order number for each line
M	Scan the purchase order once then be prompted for each new line to be received until the order is complete, or you exit by leaving the item blank

Entry mode

Optional

For all RF programs to determine the action of a single key response:

Select	To
K	Select Keypad mode to answer a question with a Y/N response, or when you are navigating through menus, the program performs the Enter action for you following a response If you are using a scanning device not configured to append a Return, Enter, Tab, or line feed after a scan, you may want to use Keypad mode.
S	Select Scan mode when Return, Enter, Tab, or line feed after a scan is not be assumed (some RF devices automatically add it).

Validate scan against UPC and item no?

Optional

Select to first verify the pick against a scanned UPC/GTIN code, and if the code does not match the code entered in the Enterprise Item Maintenance (IM) program, verify against the scanned item number; leave blank to only verify the item number.

Note:
If the option to allow scanning by UPC number is used, you must have internal controls to insure that UPC numbers are uniquely assigned to items.

Serial prefix

Optional
2 alphanumeric

Enter a serial prefix to allow for scanning a serial number barcode or leave blank if you do not.

Inventory Adjustments/Moves

Default code for location change

Optional

Select the default code you want to use for inventory location changes within the same branch.

Use the Inventory Adjustment Codes Maintenance (TIAC) program to set up codes.

Default code for branch change

Optional

Select the default code you want to use for moving inventory from one branch to another.

Use the Inventory Adjustment Codes Maintenance (TIAC) program to set up codes.

Default code for move to flr stk

Optional

Select the default code you want to use for moving on hand inventory to floor stock or floor stock inventory to on hand.

Use the Inventory Adjustment Codes Maintenance (TIAC) program to set up codes.

Enter adj code for invty moves?

Optional

Select if you want to be prompted for an adjustment code for these inventory moves in the Adjustments and Invty Movement menus:

Chg Item Loc
Change Item Brch
Move by Loc
Restock Prime
Rtn from Prime
Tool to Wrk Ctr
Tool to Stock

Physical Inventory

Auto assign tags in phys invty?

Optional

Select to have the physical inventory tag numbers generated automatically.

Serial range active?

Optional

Select to enable range of serial numbers to be specified in the [3] Serial/Tag program to facilitate counting items with sequential serial numbers.

Skip prompt in count entry?

Optional

Select if you want the Physical Count Entry (RFHCE) program to prompt for the next entry after you enter a non-zero count. If you enter 0, the Correct? Y/N/Void/Skip/Ref/eXit prompt is displayed.

Click Other info.
Set these options:

Field Name

Type / Max Length

Action / Description

Picking

Pick/pack mode?

Optional/Required

Select to pick and then pack sales and transfer orders as two separate procedures or leave blank to do both in one step.

If selected, you select Order Picking and then Sales or Trans Picking. Then the packer must select Order Picking and then Sales or Trans Packing and scans items for shipment.

If you leave blank, the picking and packing occur simultaneously.

This selection is required if you selected an Item label device.

Directed pick?

Optional

Select if you want a directed pick for sales orders and transfers (kitted component picking is controlled by the Directed pick for kit components? option). See Directed v Non-Directed Picking.

Cutoff days for picking

Optional
8 alphanumeric

Enter the number of days prior to the expected ship that you want a sales order to be available for picking or enter a date shortcut. If you enter +1, order lines with an expected ship date of today or tomorrow can be obligated and picked. If the date is 2 or more days in the future, when you select Order Picking and then Sales Picking, the order line does not display.

Auto-obligate lines?

Optional

Select to use auto-obligation rules to obligate sales order and transfer lines prior to picking. This option would be used when doing a directed pick (program would prompt for the control numbers/ locations to pick from). Leave this option blank if you want to scan items/control numbers you are picking and have the system obligate and pick at the same time.

Shipment creation on partials?

Optional

Select to create a shipment for an order that is not fully picked or leave blank to prevent it.

If you leave blank, when you select Order Picking and then Sales Picking, orders that cannot be picked complete will be held until they can be.

If the Multi shipments? field in the customer's record in the Customer Maintenance (CM) program is blank, no shipment will be created regardless of your setting for this option.

If you are printing box contents labels, you can create preprinted box labels (barcoded) that can be used in the scanning process. For example, you pull 10 boxes from stock to be used in packing an order (boxes labeled 9000 to 9009). As each item is picked (or packed when using pick/pack mode) you are prompted for a box number. You can use the preprinted box labels to scan the box number as it is placed in the box. When the order is complete and box contents labels are printed to show the items in each box, the boxes are re-numbered for shipment (boxes are now 1 through 10). The box contents label should reference both numbers (e.g. 9000 and 1) so you know the new label for box 1 can be affixed to the 9000 box.

A sample Report Generator box label specification $BOXLBL is included with PowerShift.

Using preprinted box labels?

Optional

Select if you want to print barcoded box contents labels or leave blank if you do not.

Label for packed boxes

Optional

Select the label program you want to use to generate a label for each box. The label can include the items, control numbers, quantities, and weights.

Use the Label Program Maintenance (TDLM) program to add a custom program for box labels.

Box label device

Optional

Select the device you want to use to print the box label.

Label for picked items

Conditional/Optional

If you selected the Pick/pack mode? option, select the label program you want to use to generate a label for each item. The label can include the item, quantity, control numbers, and total weight. The packer can scan this label when adding it to the box.

Use the Label Program Maintenance (TDLM) program to add a custom program for item labels

Item label device

Optional

Select the device you want to use to print the item label.

To use this feature, you must select Pick/pack mode?.

Label for bill of lading

Optional

Select the label program you want to use to generate a label for each bill of lading number.

A bill of lading is created if the BOL required? field is selected in the Ship Via Codes Maintenance program for the ship via selected on the sales order.

Use the Label Program Maintenance (TDLM) program to add a custom program for labels. A sample Report Generator bill of lading label specification $BOLLBL is included with PowerShift.

BOL label device

Optional

Select the device you want to use to print the bill of lading label.

Prompt for line no

Optional

For sales orders and transfers, select if you want to stop at the line number prompt during a directed pick (you may override the line number), or leave blank if you want to process all lines as they are presented.

Allow override of ctrl numbers?

Optional

Select which control numbers can be changed when you select Order Picking and then Sales Picking:

Select	To allow
Y	All control numbers to be changed.
N	No control numbers to be changed; scanned numbers must match those obligated for the sales order line.
S	Serial numbers but not lot controlled numbers.
L	Lot control numbers but not serial number.

Item label prefix

Optional
2 alphanumeric

Enter an item prefix to allow for scanning an item number barcode or leave blank if you do not.

Assign/pick seq serial numbers?

Optional

Select	To allow
Y	The operator to scan the first and last serial number in a range. If selected, serial numbers must be sequential.
N	The program to prompt for individual serial numbers.
R	The program to pick only available serial numbers within a specified range; serial numbers do not need to be sequential.

Any item obligated before RF sales order picking, overrides this setting and results in a directed pick for each serial number.

Prompt for range?

Optional

Select if you want the program to always prompt for a range of serial numbers. Leave blank if you want to allow a range on demand (i.e., the operator must enter/scan RANGE on the serial number prompt).

Print OP document from RF?

Optional

Select if you want to omit printing the sales order document (OP) from order entry (defined in Document Output Parameters Maintenance), but instead print from the Order Shipment Selection (RFOSS) program or leave blank to print or queue the OP document when the order is entered.

If you print the OP document from RFOSS, only lines expected to ship in the time frame specified by the Cutoff days for picking option are printed on the document.

Default qty to pick?

Optional

For sales orders and transfers, select if you want to default the open quantity as the quantity to pick, or leave blank for the operator to enter.

Default item no?

Optional

For sales orders and transfers, select if you want the program to default the item number, or leave blank if you want to enter or scan the item number. You may want to default the item number if you are not using RF devices or your product is not labeled with barcodes.

This option is only used on a directed pick or when picking a non-stock item. See Directed pick?.

Quick pick mode?

Optional

If selected, the order line number field is skipped; the program checks the scanned field for an item, a UPC or a serial number and matches it to a line number on the order. If the item is serialized, it also skips the picking location and assumes the one in the system.

Picking restricted to released orders?

Optional

If selected, orders must be released by the Order Shipment Selection (RFOSS) program before they can be picked.

Directed pick for kit components?

Optional

Select if you want a directed pick for kitted components. See Directed v Non-Directed Picking.

Require item scan for verification?

Optional

If selected, the item number must be scanned for verification, whether or not the item is serialized.

Confirm shipment for BOL orders?

Optional

If selected, shipments -- even those for bill of lading orders -- are confirmed during picking to enable a packing slip to be generated.

Click Other info.
Set these options:

Field Name

Type / Max Length

Action / Description

Receiving

In receiving, you will be directed to deliver the goods to a specific area:

to inspection if the item is flagged for inspection
to the shop floor if there is demand from a manufacturing order and that order is due before the cutoff date (see Demand cutoff date below)
to sales picking if there is demand from a sales order and that sales line is due prior to the cutoff date (see Demand cutoff date below)

If none of the above apply and there are "deliver to" instructions on the purchase order, those instructions display.

Default qty received?

Optional

Select if you want the program to default the quantity to be received from the open quantity on the purchase order, or leave it blank to be entered or scanned by the operator.

Demand cutoff date

Optional

Enter the demand cutoff date shortcut (see Date Shortcuts) that determines whether items are stocked or delivered where they are needed.

Hint!
To use this feature, you need to link the supply order to the demand order. This can be beneficial when you have critical components arriving to meet demand requirements.

An item is considered needed for a manufacturing order if the order start date is less than or equal to the calculated cutoff date.

For sales orders, an item is considered needed if the order line's expected ship date is less than or equal to the calculated cutoff date.

If the item has demand before the demand cutoff date, the display on the screen advises "deliver to shop floor" or "deliver to shipping" as appropriate to the source of the demand.

Purchasing Receipts

Vendor/mfr item required?

Optional

Select to require vendor or manufactured item number verification when receiving a purchase or manufacturing order. The program uses the first 22 characters of the item number to verify the match.

If selected, and the vendor item number or the manufacturer item barcode is not scanned (if you scan in the item or the UPC instead), the line will require inspection. If not selected the item will still be checked if the entry does not match the inventory item number, but it will not force inspection.

PO receipt label program

Optional

Select the label program you want to use to generate a stock label for an item or shelf during the put-away process.

Use the Label Program Maintenance (TDLM) program to add a custom program for labels.

PO receipt label device

Optional

Select the device you want to use to print the stocking label.

Item label print option

Optional

For RF purchase order receipts:

Select	To
A	Always print item labels to attach to incoming goods. The label is printed automatically when the operator enters Y to update the receipt.
O	Print labels only on demand. An additional option is presented in the Receive prompt: Receive (Y/N/L) Enter L to update the receipt and print a label.

Prompt for label qty?

Optional

Select if you want the RF program to prompt for a label quantity when receiving a PO. The label (or pack) quantity can be used to produce multiple labels for the item being received. Leave blank to skip this prompt during the receipt.

Receive to primary location?

Optional

For RF purchase order receipts:

Select	To
N	Always have the PO receiving program prompt for a location
Y	Receive to the primary location without any prompting if the item has a primary location set. (If the item does not have a primary location, the program prompts for location.)
D	Display the primary location by default but allow the user to enter a different location

Scan/assign single serial numbers?

Optional

Select if you want enter the receipt quantity and be prompted for each individual serial number/location until all have been entered.

Leave blank if you want enter the receipt quantity and serial numbers automatically assigned. At the time of the receipt, if a serial number with a numeric component is entered, serial numbers are assigned sequentially from that number. If AUTO is entered, numbers are assigned based on the parameters set up in Control Number Options.

Receipt method for service items

Optional

For RF receipts of service (order code 3) items:

Select	To
N or blank	Require service items to be scanned/entered (i.e., like inventory items)
A	Automatically receive any service item lines when you indicate a receiver is complete
P	Display the item, description and quantity of each service item line (if any) and prompt for its receipt it when you indicate a receiver is complete

Manufacturing Receipts

Receive seq serial numbers?

Optional

Select if you want to receive a range of sequential serial numbers or leave blank if you do not.

Mfg receipt location override?

Optional

Select	To
Y	Require the default location to be accepted or changed for each location-controlled item received
N	Receive inventory is received to the default location; the operator is not prompted for location
O	Prompt the operator for the override location at the beginning of a session; items controlled by warehouse and bin will be received to that location for the duration of the session

Mfg receipt label program

Optional

Select the program you want to use to print the manufacturing label.

Mfg receipt label device

Optional

Select the device you want to use to print the manufacturing label.

Quick mfg receipt mode

Optional

Select if you want the Receive? Y/N/I verification step skipped. The inspection flag from the order or item is used.

Serial scan option

Optional

Select	To
S	Allow for a single scan of a serial number before returning to item
M	Stay at the serial number prompt so multiple serial numbers can be scanned (until you tab out)
P	Stay at the serial number prompt until the pack quantity (Units per pack in Branch Item Maintenance - IMB) has been received

Allow new order creation from receipt?

Optional

When a manufactured item is received with no manufacturing order specified, PowerShift applies the receipt to the oldest (by due date) manufacturing orders that are not yet received complete. If all orders have been received complete but are still open (i.e., not processed through Manufacturing Order Close or closed by an operator in Manufacturing Order Maintenance), the receipt is applied to the manufacturing order with the latest due date to accommodate the receipt quantity (while respecting the item's manufacturing receipt tolerance).

This option controls what happens if there is no manufacturing order to which the receipt can be applied.

Select	To
Y	Prompt the user if there are no open manufacturing orders and offer to create a new one.
L	Prompt the user if there are no open manufacturing orders and offer to create a new one. If created, an email is sent to the item's planner.
N	Prompt the user if there are no open manufacturing orders, but do not allow a new one to be created.

New orders (allowed with when this option is Y or L) are created at the current ECL for the quantity of the receipt. Subsequent receipts of the item will be applied to the newly created order until it is processed through Manufacturing Order Close.

Choose the appropriate options:

To	Do This
Change an option	Click on the field and make required changes.
Exit without changing these options	Click Cancel.
Display additional fields	Click Other info.
Print these options	Click Print. See Print an Inquiry.
Set options for your branch	Click Login branch.
Add a custom program to print address, shipping, and item labels	Click Labels. See Add a Label Program. Click OK to return to this program.
Accept these options and exit	Click OK.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display a category of options	Highlight the line and click Select or double-click the line.
Exit the program	Click Exit.