Schedule load utilization

You can schedule load utilization for selected location types, and you can also project the current and future load utilization. You can project the load for one or more sites, for the load units (zone or warehouse), or for a combination of a zone and a warehouse.

Schedule and view the load for a warehouse or site

To schedule the load for sites, warehouses, or zones, you create a space utilization setup and associate it with a master plan.

In the space utilization setup, you use location types, such as Bulk location and Picking location, to specify how space utilization should be projected. You also specify a storage load mode, such as Zone.

The projection of future space utilization is based on information that is calculated on the associated master plan. Master plans forecast the resource planning for incoming and outgoing orders for production and operations. The projection of available space is based on the relation between the space utilization setup and the selected master plan.

By using the storage load mode that you selected in the space utilization setup, you can specify whether the load should be projected for each warehouse or zone, or whether the projections should include information about both warehouses and zones. You also specify whether blocked locations should be excluded from the calculation of load utilization.

You can project the space utilization by generating the Warehouse load utilization report. When you generate this report, you can specify whether the load utilization should be projected for each site, across sites, or for the selected load unit, such as zone or warehouse.

Create a space utilization setup for a warehouse

1. Select Inventory management > Setup > Warehouse monitoring > Space utilization.
2. Select New to create a space utilization setup. Specify an ID and a name for the new setup.
3. In the Storage load mode field, select whether the overview of space utilization should show information by warehouse, zone, or warehouse and zone.
4. Set the Exclude blocked locations option to Yes to exclude blocked inventory locations from the calculation of available space. You can block an inventory location for input and output by specifying a blocking cause for the location in the Input blocked or Output blocked field on the Other FastTab on the Inventory locations page.
5. On the Location type FastTab, select the location types to include in the space utilization calculation. You must select at least one location type for the projection.

Associate a space utilization setup with a master plan

1. Select Inventory management > Periodic tasks > Schedule load utilization.
2. In the Master plan field, select a master plan.
3. In the Number of days field, specify the number of days to include in the projection of current and future workloads.
4. In the Space utilization field, select the space utilization setup to use for the projection of current and future workloads.

Specify the load utilization projection and view information

1. Select Inventory management > Inquiries and reports > Physical inventory reports > Warehouse load utilization.

2. In the Show by field, select the level of the space utilization projection:

   • Site – Project the space utilization for each site. This projection is useful if, for example, you want to view all the warehouses for a site so that you can balance the space utilization between the warehouses.
   • Load unit – Project the space utilization for zones or warehouses. The available space is then projected according to the value that you selected in the Storage load mode field on the Space utilization page when you created the space utilization setup.

3. Follow one of these steps, depending on the value that you selected in the previous step:

   • If you selected Site in the Show by field, the Site field is available. Select one or more sites to include in the projection.
   • If you selected Load unit in the Show by field, the Load unit field is available. Select the load unit.

4. In the Load type field, select Volume or Weight to specify the warehouse operating unit to project space for.

5. In the Space utilization setup field, select the space utilization setup that the projection should be based on.