Wave template grouping

Wave template grouping enables the system to use wave template setups to determine, based on criteria that you define, how it should split released lines and assign them to new or existing waves. This feature can be useful in warehouses where waves are created based on specific criteria, but where managers prefer to create waves automatically instead of manually. It enables the system to add each newly released shipment to the first wave that it finds that has matching grouping field values. If no match is found, the system creates a new wave for the new shipment.

Turn on the Wave template grouping feature

Before you can use the Wave template grouping feature, it must be turned on for your system. Admins can use the feature management settings to check the status of the feature and turn it on if it's required. In the Feature management workspace, the feature is listed in the following way:

• Module: Warehouse management
• Feature name: Wave template grouping

Set a wave template to use wave template grouping

To make wave template grouping available, follow these steps to set up your wave template.

1. Go to Warehouse management > Setup > Waves > Wave templates.

2. In the left pane, select the wave template to set up. If you're preparing to work through the scenario later in this article by using demo data, select the 62 Shipping default template.

3. Select Edit to put the page into edit mode.

4. On the General FastTab, set the following values:

   • Automate wave creation: Yes
   • Assign to open waves: Yes
   • Process wave at release to warehouse: No

5. On the Action Pane, select Edit query to open the query dialog box.

6. In the query dialog box, on the Sorting tab, review the sorting criteria, and make sure that there is a rule that includes the field that you want to use to group your waves.

   If you're preparing to work through the scenario by using demo data, add a row that has the following values:

   • Table: Shipments

   • Derived table: Shipments

   • Field: Carrier service

     Note

     After you select this value, you might receive the following message: "Field Carrier service is not an index field. Do you want to add sorting on this?" Select Yes to add sorting.

   • Search direction: Ascending

7. Select OK to save your changes and close the query dialog box.

8. On the Action Pane, select Wave template grouping.

9. On the Wave template grouping page, select the Group by check box for each row that you want to use to group your order lines into waves, as required. If you're preparing to work through the scenario by using demo data, select the Group by check box for the Carrier service row.

10. Select Save.

11. Close the Wave template grouping page.

12. Select Save to save your template.

Scenario

This section provides a script that you can work through to learn what this feature does and how to work with it.

Make sample data available

To work through this scenario by using the sample records and values that are specified here, you must be on a system where the standard demo data is installed. Additionally, you must select the USMF legal entity before you begin.

You can also use this scenario as guidance for using the feature when you work on a production system. However, in that case, you must substitute your own values, and you might be missing some types of required records that the standard demo data provides.

Scenario: Wave template grouping

This scenario shows how to use wave template grouping to automatically create multiple waves, based on grouping criteria that are defined in a wave template. In this scenario, the wave template is set up in the system to create one wave per carrier service.

Before you begin, prepare your wave template as described in the Set a wave template to use wave template grouping section earlier in this article. If you will be working with demo data for this scenario, be sure to use the demo data values that are suggested in that procedure. This setup will group your waves according to the carrier service that is set for each sales order.

Create sales order 1

1. Go to Sales and marketing > Sales orders > All sales orders.

2. Select New to create a sales order.

3. In the Create sales order dialog box, set the following values:

   • On the Customer FastTab, set the Customer account field to US-004.
   • On the General FastTab, set the Warehouse field to 62.

4. Select OK to create the sales order and close the Create sales order dialog box.

5. The new sales order is opened in the Lines view. Make a note of the sales order number.

6. Switch to the Header view.

7. On the Delivery FastTab, in the Transportation section, set the following values:

   • Shipping carrier: Air cargo
   • Carrier service: Air

8. Switch back to the Lines view.

9. In the Sales order lines section, select Add line to add a line to the grid.

10. On the new line, set the following values:

    • Item number: A0002
    • Quantity: 2

11. Select the new order line, and then, on the Inventory menu above the grid, select Reservation.

12. On the Reservation page, on the Action Pane, select Reserve lot to reserve the full quantity of the selected line in the warehouse.

13. Close the Reservation page to return to the sales order.

14. On the Action Pane, on the Warehouse tab, in the Actions group, select Release to warehouse.

15. You receive an informational message that shows the shipment and wave for this order. Make a note of the wave ID number and the shipment ID numbers.

View the wave that was created from sales order 1

1. Go to Warehouse management > Outbound waves > Shipment waves > All waves.
2. Select the wave ID that was created from the sales order.
3. Select the wave ID link to open the wave details page.
4. Notice that the shipment has been added to the Wave lines FastTab.

Create sales order 2

1. Go to Sales and marketing > Sales orders > All sales orders.

2. Select New to create a sales order.

3. In the Create sales order dialog box, set the following values:

   • On the Customer FastTab, set the Customer account field to US-005.
   • On the General FastTab, set the Warehouse field to 62.

4. Select OK to create the sales order and close the Create sales order dialog box.

5. The new sales order is opened in the Lines view. Make a note of the sales order number.

6. Switch to the Header view.

7. On the Delivery FastTab, in the Transportation section, set the following values:

   • Shipping carrier: Flower moving
   • Carrier service: Std

8. Switch back to the Lines view.

9. In the Sales order lines section, select Add line to add a line to the grid.

10. On the new line, set the following values:

    • Item number: A0001
    • Quantity: 1

11. Select the new order line, and then, on the Inventory menu above the grid, select Reservation.

12. On the Reservation page, on the Action Pane, select Reserve lot to reserve the full quantity of the selected line in the warehouse.

13. Close the Reservation page to return to the sales order.

14. On the Action Pane, on the Warehouse tab, in the Actions group, select Release to warehouse.

15. You receive an informational message that shows the shipment and wave for this order. Make a note of the wave ID number and the shipment ID numbers. Notice that the wave ID differs from the wave ID of the first sales order.

View the wave that was created from sales order 2

1. Go to Warehouse management > Outbound waves > Shipment waves > All waves.
2. Select the wave ID that was created from the second sales order.
3. Select the wave ID link to open the wave details page.
4. Notice that the shipment has been added to the Wave lines FastTab.

A new wave was created for this shipment, because it uses a different carrier service than the first sales order.

Create sales order 3

1. Go to Sales and marketing > Sales orders > All sales orders.

2. Select New to create a sales order.

3. In the Create sales order dialog box, set the following values:

   • On the Customer FastTab, set the Customer account field to US-006.
   • On the General FastTab, set the Warehouse field to 62.

4. Select OK to create the sales order and close the Create sales order dialog box.

5. The new sales order is opened in the Lines view. Make a note of the sales order number.

6. Switch to the Header view.

7. On the Delivery FastTab, in the Transportation section, set the following values:

   • Shipping carrier: Air Cargo
   • Carrier service: Air

8. Switch back to the Lines view.

9. In the Sales order lines section, select Add line to add a line to the grid.

10. On the new line, set the following values:

    • Item number: A0001
    • Quantity: 1

11. Select the new order line, and then, on the Inventory menu above the grid, select Reservation.

12. On the Reservation page, on the Action Pane, select Reserve lot to reserve the full quantity of the selected line in the warehouse.

13. Close the Reservation page to return to the sales order.

14. On the Action Pane, on the Warehouse tab, in the Actions group, select Release to warehouse.

15. You receive an informational message that shows the shipment and wave for this order. Make a note of the wave ID number and the shipment ID numbers. The shipment has been assigned to the existing wave from the first sales order.

View the wave for sales orders 1 and 3

1. Go to Warehouse management > Outbound waves > Shipment waves > All waves.
2. Select the wave ID that was created from the third sales order.
3. Select the wave ID link to open the wave details page.
4. Notice that the shipment has been added to the Wave lines FastTab, together with the shipment for the first sales order.