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Strategies

General

The strategy in COGLAS defines the flow of goods control. Each strategy can have n strategy items. Each strategy item contains settings for the source and target settings for the storage bin search.

Further properties can be set for the strategy, for example to specify the "Target loading aid type" or to set the "Characteristic purity" for the storage.

The strategy can also be set in COGLAS by the customer. Your COGLAS contact person should always be consulted if you have any questions.

[Transfer LE] with a strategy

Booking with and without a strategy also means observing different specifications for the storage location search. See the following table.

While various specifications are observed when booking with a strategy, the capacity of a block storage location can be exceeded if no strategy is used, for example.

Restrictions

Relocate [SU] by strategy

Transfer [SU] by storage bin

Transfer [SU] by barcode

Observe storage location / level Dimension

Yes

Yes

Yes

Storage area Code from strategy

Yes

No

No

Observe loading equipment specification

Yes

No

No

Observance of ABC classification Specification

Yes

No

No

Beachtung Kapazität beim Lagertyp Block

Yes

No

No


Strategy

Add strategy" function

The strategy header and the strategy position are managed in the strategy area. It is possible to create, change and delete strategies. The position sequence can also be adjusted for the strategy positions.

Strategy creation header see "Strategy header fields maintenance"
Strategy creation position see "Strategy position fields maintenance"

Strategy Header Fields Maintenance:

Input field

Required

Description

Name

Yes

Unique strategy name

Description

No

Free text. Description of the strategy.

Kind

Yes

Defines the process in which the strategy is used. Make selection:

  • Provision WA

  • Internal

  • Sales order

  • Replenishment

  • Production

  • Production supply

  • Automatic consignment

  • Manual consignment

  • Pre-collection

  • Incoming goods

Is standard

No

Yes / No. Determines whether this strategy is the default value in the list creation of the associated process. It is recommended that at least one strategy is activated with "Is default=Yes" for each strategy type.

Running routine

No

Specification for the sequence in the storage bin search. Examples:

  • Crash class ascending (sequence = empty crash class and then 0,1,2,3)

  • Crash class descending (sequence = 3,2,1,0 and then empty crash class)

  • Storage bin ascending (sequence = from small coordinate to large coordinate)

  • Storage bin descending (sequence = from large coordinate to small)

  • Packaging unit groups gross weight ascending (sequence = from small packaging unit gross weight to large)

  • Packaging unit groups gross weight descending (sequence = from large packaging unit gross weight to small)

Reserve with missing quantity

No

Yes / No. Determines whether the sales order may also reserve partial quantities for the "Start order" strategy. Sales order status "Shortage" can occur if an item has no stock when it is removed from storage.

Deactivated

No

Yes / No. Indicates whether the strategy may be used.

Strategy Position Fields Care:

Input field

Required

Description

Name

Yes

Unique name of the position within the strategy.

Description

No

Free text. Description of the strategy.

Transfer

No

Defines how the transport is to be generated. Make a selection:

  • Post transfer order (create and confirm TO)

  • Generate transfer order (only create TO)

  • Do nothing

Catch-up strategy

No

-

Setting

Yes

Selection of a source or destination setting

Dependent settings

No

Optional, multiple selection. Specification of alternative source zones or definition of target zone of the stock transfer


Source settings

The source settings are the part of the strategy that specify the conditions for the source bin search.

  • Menu call "System - Warehouse structure - Strategies - Source settings"

  • Add strategy source] button

The source settings are used to validate the stock sources. They are used for the source storage bin search for the stock reservation. The following source setting fields can be entered for a profile.

Input field

Type

Description

Name

Pflichtfeld

Unique name of the source setting

Description

Free text

Description of the source setting

Zone type

Catalogue selection

Selection list:

  • Hazardous material storage

  • WE Gate

  • Order picking

  • Production line

  • Shipment consolidation

  • Storage area Code

Zone value

Catalogue selection

Selection list for zone type. The selection list corresponds to the maintained zone values (example: storage area code).

Whole packaging units only

Yes/No

Refers to picking and transport. The stock allocations are made on the basis of the article master data (packaging levels). Partial quantities are not taken into account. For example, packaging level "Carton = 200 pcs". 200 units or a multiple thereof are assigned as stock allocations.

Only suitable for forklift trucks

Yes/No

There are only transport orders for SUs whose LHMs have the "Suitable for forklift truck" flag set in the master data.

Sorting

Catalogue selection

Multiple selection possible, selection sequence = test sequence

Selection list:

  • Best-fit stock quantity - reduction of the storage bins to be approached to the best, minimum number

  • Stock quantity descending/ascending - prioritise storage units with the largest/smallest stock

  • Level descending/ascending - sorted by level of the warehouse topology descending/ascending.

  • FEFO (First expired - First out) - Storage method in which items that expire first are removed first.

  • FIFO (First in - First out) - sorting according to the oldest goods receipt date, oldest goods first

  • LIFO (Last in - First out) - the goods stored last are removed first.

  • Storage bin descending/ascending - sorted by storage coordinate of the storage topology descending/ascending.

  • Storage bin date - Sorting according to the oldest creation date in relation to the source storage bin.

  • PU quantity descending - Selection of the source PU according to the size of the packaging units stored in the article master data, descending

Picking

Yes/No

Zone is to be used as a valid source for picking orders.

Use quantity of packaging unit

Catalogue selection

This defines the quantity to be selected via the packaging unit.

Optional access

Yes/No

If the source storage bin supports random access, the stock reservation is created with "random access".

Enables the user to select a suitable item

Force whole packaging units

Yes/No

During stock allocation, the LHMs in the "Loading equipment types" field and the article master data are compared. If a LHM in the "Loading equipment types" field matches the LHM in the packaging units, the exact quantities from the packaging units are taken into account in the stock reservation.

If there are missing parts, the open order quantities are not passed on in descending order in the strategy. Only open remaining quantities that cannot be divided by a multiple of the packaging units (loading equipment types) are passed on.

Loading equipment types

Selection list (multiple selection)

Selection of the loading equipment to be taken into account when reserving stock in the source zone. All loading aids from the master data are available for selection. Multiple selection possible.

Reduction by packaging unit quantity

Selection list (multiple selection)

The required quantity is allocated to all LHMs (packaging units) entered in the planning and only the open "remaining quantity requirements" are taken into account in the source setting when allocating stock. Multiple selection possible.

Equate alternative article with article

Yes/No

The stock reservation checks all alternative articles and the article number for the stock without sequence, i.e. in the same order.

The "oldest BBD" via the pool of the article number should be reserved.

Sorting by FEFO can be added (optional).


Target settings

The destination settings are the part of the strategy that specify the conditions for the destination bin search.

  • Menu call "System - Warehouse structure - Strategies - Target settings"

  • Add strategy target] button

The following fields for target settings are added to a profile.

Input field

Type

Description

Name

Required

Unique name of the source setting

Description

Free text

Description of the source setting

Zone type

Select list

Specifies the destination area to which the transport is to be created. Make selection:

  • Hazardous material storage

  • WE Gate

  • Order picking

  • Production line

  • Shipment consolidation

  • Storage area Code

Zone value

Select list

If a list of values is stored for the zone type, the desired value can be selected here.

Allowance

Yes/No

Determines whether an allowance should be possible.

  • The addition has additional requirements that are checked.

  • (1) Addition to stock must be possible in full, otherwise cancellation.

    • Target can be 1-n container

  • (2) The maximum capacity is available based on the article master packaging unit.

New loading equipment type (storage not possible and separation)

Select list

If an LHM type is entered, an attempt is made to create an LE with the LHM at the target location if the replenishment is unsuccessful.

Loading equipment type for height calculation

Select list

If a LHM type is entered, this is used for the height calculation.

For the storage bin search, the height should be recalculated based on the article and packaging unit. Consolidation with effective storage bin search by actual height.

Division into quantity

Numerical value

Separation of the transport into the entered quantity

Customs transformation

Yes/No

Determines whether the article number is to be changed for a customs transformation.

  • See warehouse option "Stock - Stock transformation article list"

  • Selection = alternative article, product category, parts lists

  • The article master must have entered the corresponding data.

Message type "StockTransformation_v1" is activated synchronously at the target LP during putaway. Must be activated in the service configuration.

Separation according to LHM type

Select list

The value specifies the target loading aid (packaging unit) for the target storage bin shipment. Several loading aids can be entered. The first one that fits the item is used.

Nesting according to LHM type

Selection list (multiple selection)

Creation of partial stocks in new storage units. The value specifies the target storage aid in which the quantity to be transferred is to be nested. The source storage unit is retained.

Source = EURO with 4711 and 1000 pieces.
Target = EURO with 4711 and 10 boxes of 100 pieces each.

Target loading aid types

Catalogue selection (multiple selection)

Optional. Specifies the LHM type to which the target booking should be made.

Example - putaway to a fixed bin storage unit. The LHM type specifies the name.

Time of storage bin search

Catalogue selection

Optional. Defines when the storage bin search should start. Make selection:

  • Empty (default, start when booking)

  • On execution (1)

  • Immediately (when booking starts)

(1) The "On execution" selection only applies to the "Production" strategy type.
Function "Transport processing - Production" and button "Confirm selection".

Sorting

Catalogue selection (multiple selection)

Selection list:

  • Best-fit width: The storage bin width is taken into account.

  • Best-fit weight: The weight restriction on storage bins is taken into account.

  • Best-fit height: The height of the storage bins is taken into account.

  • Storage bin ascending: Sorting by storage bin coordinates in ascending order.

  • Storage bin descending: Sorting by storage coordinates descending.

Characteristic purity

Catalogue selection (multiple selection)

Optional. Determines the characteristic-pure storage.

Selecting at least one value activates the characteristic-pure storage for the target setting strategy. The values selection and sequence can be arbitrary.

Selection list:

  • Article

  • Batch

  • Client

  • Max. Allowance according to MHD

  • SBK

  • SBK 2

  • Collective number

  • Goods receipt item


Zone values

The zone values define the values for a zone type. Zone values can currently be entered for the following zone types:

  • Storage area Code

  • Loading area

  • Article area Code

The zone type including zone value is used in the zone allocation topology and in the source/destination setting strategy.


Storage with pure characteristics (Purity)

Purity storage includes the option of storing like-minded properties together. The specifications are set in the Target setting strategy for the storage bin search.

Storage with pure characteristics can take place in a storage bin with free capacity, a storage area with sufficient dimensions or in a storage unit.

The values for characteristic-free storage are displayed either in the storage overview node info or in the SU details of the carrier storage unit.

For the storage bin search, only the characteristic values are compared and, if they are the same, the addition is confirmed. The order of the characteristic fields is irrelevant.


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