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Bin Assortment is a collection of items created to be tagged or assigned to a particular bin yo save time and effort.

...

Expand
titleAdd Bin Assortment

Prerequisites

  1. The users' role must have access to

the 

  1. the Add

 app

  1.  app operation in the Bin Assortment feature in Inventory - WMS - Setup through Roles in Ginesys Web - Admin - Security.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web - Inventory - WMS - Setup - Bin Assortment. This will open the Bin Assortment module.

  2. Click on the Add button. This will open the Add Bin Assortment window.

  3. Put in Assortment Name (Mandatory Field) and Description.

  4. You can include and exclude assortment if items from Copy Assortment.

  5. Show Items  will show all the items from Item list.

  6. Select items using the three available options: They are - Select Item, Scan Item, Import Barcode, Copy Record options for Include Assortment & Exclude Assortment both.

  7. You can add a Row from Add Row and delete all the records from Delete All option.

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    1. Image Added



  2. Once done, click on Save button.

  3.  Record saved successfully. - message will be displayed on the screen.


Expand
title Edit Bin Assortment

Prerequisites

  1. The users' role must have access to the Edit app operation in the Bin Assortment feature in  Inventory - WMS - Setup through Roles in Ginesys Web - Admin - Security.

  2. Bin Assortment must be created.

Step-by-step guide

  1. Go to Ginesys Web - Inventory - WMS - Setup - Bin Assortment. This will open the Bin Assortment module.

  2. Select one and click on the Edit option (from the Actions menu) or double click on the record. The Edit Assortment window opens.
    Image Modified

  3. Here you can modify the all the fields if needed.

  4. If the record became extinct record then you can mark that by the This record is extinct option which is at the bottom left of the window.

  5. Once done, click on the Save button.

  6. Record saved successfully. - message will be displayed.


Expand
titleDelete Bin Assortment

Prerequisites

  1. The users' role must have access to the Delete app operation in the Bin Assortment feature in  Inventory - WMS - Setup through Roles in Ginesys Web - Admin - Security.

  2. Bin Assortment must be created.

Step-by-step guide

  1. Go to Ginesys Web - Inventory - WMS - Setup - Bin Assortment. This will open the Bin Assortment module.

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  1. Image Added



  2. Select one and click on the Delete option from the Actions menu .

  3. A confirmation window will appear with the message - Are you sure you want to delete current Record? If you want to proceed, click Yes, or else click No.

  4. If you select Yes,

 then a

  1.  then a message - Record deleted

 successfully 

  1.  successfully . - will be displayed.

  2. If you select No, then you will be directed back to

the 

  1. the Bin Assortment module.

Page Properties
hiddentrue
idBin Assortment

  • New columns introduced in the grid

    • Batch/Serial No.

    • Batch Valid From

    • Batch Valid upto

    • Column Details:

      • Batch/Serial No.

        • Column placed after Barcode

        • Default hidden. On selection, column to be retained in grid state.

        • Display and disable field

        • Value to get populated if populated from batch/serial window from various item selection modes.

      • ‘Batch Valid from’

        • Column placed at last after creation date to.

        • Date field to be provided.

        • Any valid date is allowed.

        • ‘Valid from’ < = ‘Valid to’

      • ‘Batch Valid to’

        • Column placed at last after valid from.

        • Date field to be provided.

        • Any valid date is allowed.

        • Batch valid to >= Batch valid from
          Note: Either both from and to is required or both could be NULL

Validation:

  • Duplicate item check in grid has been done along with Batch number
    ”Duplicate record found.”

  • Same items in multiple rows is allowed only if batch/serial details exists against respective item rows
    ”Multi rows exist for same item, batch/serial is mandatory.”

  • Item and batch/serial combination must be valid
    ”Combination of item and batch/serial is invalid.”

...

hiddentrue
idBin - Assortment definition (Scan Item)

Scan Item

Items can be chosen by the following modes:


Function Name

Explanation

Function Name

Explanation

Scan Item

It allows the assortment creation by scanning items

Batch/Serial impact in Scan Item

Behaviour of this section would be similar

...

to Scan item → Automatic

...

Refer - Sales & Distribution | Transactions | [inlineExtension]SCAN ITEM (F7)

Following exceptions to note:

...

As existing, manual mode to remain disable.

...

No negative stock check.

...

mode with the following exceptions -

    • Manual mode has been disabled.

    • No checking of negative stock.

    • No validation of Expiry Date.

    • Set Scanning is not allowed.

  • Behaviour based on

...

  • options selected

    • If item barcode is scanned:

      • Two new windows (Batch selection window & Serial selection window) will open for batch or serial applicable items respectively

...

For batch applicable items : Follow Outbound | Batch Selection Window

...

For serial applicable items : Follow Outbound | Serial Selection Window

Exception pointers:

...

      • with following exceptions to current workflow -

  1. Always a blank pop up window will open.

  2. Window will not have qty column because qty is irrelevant in this master form

...

  1. .

  2. Batch/Serial selection is not mandatory, if user

...

  1. clicks on Accept in such case only "icode" will get populated in the main grid

...

Blank pop up window will open always

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Image Removed

...

  1. .

Image AddedImage Added

  • If Icode/OEM barcode + batch/serial information is scanned

...

  • , and if invalid combination is scanned

...

  • , the following error message will be shown, after clicking on OK button -  “Item-Batch/Serial combination does not exist”.

...

  • If batch/serial is scanned

...

  • , and if batch/serial is scanned and only single product is available in it for delivery then

...

  • populate the same and keep cursor on the last position.

...

  • Otherwise if multiple products are available a new

...

  • Item selection window

...

  • will open

...

Exception pointers:

  • .

    • However the following exceptions apply:

  1. Always a blank pop up window will open.

  2. Window will not have

...

  1. quantity column because quantity is irrelevant in this master form.

...

Qty checks to be dissolved/ignored

  1. Batch/Serial selection is not mandatory, if user clicks on Accept in such case only "icode" will get populated in the main grid.

  2. Item selection is mandatory in this window

...

Image Removed

...

hiddentrue
idBin - Assortment definition Select Item

SELECT ITEM

User flow

...

User selects item(s) from the select item population mode (no quantity field and validations as existing)

...

Click on 'Populate', in current scenario all items with qty >0 will get populated in the main item grid

...

  1. .

Image Added


Select Item

User can populate items from all pending orders by clicking on Select Items.

Batch/Serial impact in Select Item

  • After introduction of batch/serial functionality, a new window (Batch & Serial Selection window) will open for selection of batch/serial with items

...

Follow: Outbound | Batch/Serial Selection Window

with exceptions as displayed in the new window attached below

...

Only those columns as appearing in the picture attached below (i.e; No column for Qty.)

...

No negative stock check

...

  • .

    Following exceptions are applicable

      1. Always a blank pop up window will open.

      2. Window will not have quantity column because quantity is irrelevant in this master form.

      3. Batch/serial information grid

...

      1. will always remain blank. Adhoc batch/serial input is required.

      2. Batch/Serial selection is not mandatory, if user

...

      1. clicks on Accept in such case only icode will get populated in the main

...

Page Properties
hiddentrue
idAssortment - Copy Assortment

Applicable Area: Assortment to Include | Assortment to Exclude

Changes Done

Copy Assortment to copy below information also from the selected source, if provided.

  • Batch/Serial No

  • Batch Valid Upto

Page Properties
hiddentrue
idAssortment - Copy Record

Applicable Area: Assortment to Include | Assortment to Exclude

Changes Done

As per existing functionality, copy record will copy the selected row (including newly introduced batch valid upto) except for item barcode and batch/serial number.

Page Properties
hiddentrue
idAssortment - Show Items

Applicable Area: Assortment to Include | Assortment to Exclude

Changes Done

  • In Item Information block, columns to be added as below-

    • Batch/Serial No.

    • Mfg Date

    • Valid Upto

      • Above column to be in display mode, i.e. modification is not allowed

      • By default the column to remain hidden.

      • On selection, column to be retained in grid state.

...

hiddentrue
idBin - Definition- Show Items

Changes Required

      1. grid.

      2. No validation of Expiry Date.

Image Added

Item and Batch_Serial Details

Show Item

User can view the selected item.

In Item Information block, three columns

...

are added

...

-

...

Batch/Serial No.

...

Mfg. Date

...

, MFG Date and Valid Upto.

  • Above

...

  • columns are in display mode, i.e. modification is not allowed.

...

  • The column remains hidden by default.

  • On selection,

...

New column to be added among the Import Barcode column: “Batch/Serial No.” (All validations as provided in import barcode for adhoc dc)

...

Batch/ Serial no.

...

Mfg. Date

...

Valid Upto

...

Standard

...

WSP

...

RSP

...

  • columns will retained in grid state.

...

hiddentrue
idBin Sample Testing

Changes Required

...

In Item detail grid, columns to be added as below-

  • Batch/Serial No.

  • Mfg. Date

  • Valid Upto.

    • Above 3 column to be in display mode, i.e. modification is not allowed

    • Value to get populated on selection of item via Scan Item| Import Barcode.

    • By default the column to remain hidden.

    • On selection, column to be retained in grid state.

...

Scanning Details

  • Item Scanning

    • Item Scanning field to accept Item Barcode (existing OEM Barcode/ICODE)

  • Behaviour on Accept/Enter

    • After introduction of batch/serial, a new window (Batch/serial Details) will open for batch/serial applicable items.

    • Batch/Serial selection window to display all batch no. for the respective item for which last in date <> Blank.

Import Barcode

Import Barcode

It allows the assortment creation by importing barcodes from text files or comma separated values (csv) files

Copy Record

It allows the assortment creation by copying records existing in the grid itself and will copy all attributes of the item other than the item code. This allows faster population of the items with similar attributes.

Note: Only the selected record will be duplicated

As per existing functionality, copy record will copy the selected row (including newly introduced batch valid upto) except for item barcode and batch/serial number.

Delete All

Using this button a user can clear all the assortments at a time. By clicking on the button you will get a message - "All the row(s) will be deleted, row(s) once deleted cannot be retrieved. Are you sure to delete?". If you click on Yes, all the assortment will be deleted.


To know how to move Bins to Bin Group - Adding and Deleting Bin Group Master

To go back to the main page click on Setting up the Bin Master