Set up short picking item reallocation

This procedure shows how to enable warehouse workers to quickly find alternative locations isn’t sufficient inventory at the location they’re directed to.

A Work exception controls the reallocation process, and the warehouse worker uses it.

You can use automatic, manual, or both reallocation processes:

• Automatic reallocation - Location directives determine if the goods are available at another location. If possible, the work is updated and the warehouse user is directed to the alternative location.
• Manual reallocation - The warehouse user can select from one or more locations with unreserved quantities of goods.
• Automatic and manual - If the system can't perform an automatic reallocation, and locations are available with unreserved quantities, the user is prompted to select a location.

Set up work exceptions

Define several work exceptions with different item reallocation policies so the warehouse worker can choose one based on the needs of the shipment that they're processing.

This procedure uses the USMF demo data company.

1. Go to Warehouse management > Setup > Work > Work exceptions.
2. Select New.
3. In the Work exception code field, enter a value. This value is the title of the exception. For example, Short picking manual.
4. In the Description field, enter a value. This value is a short description of the usage of this exception. For example, Short picking - item not available.
5. In the Exception type field, select Short pick.
6. Select the Adjust inventory check box. If selected, inventory automatically adjusts to 0 at the short picked location.
7. In the Default adjustment type code field, enter or select a value. For example, in USMF you can select Remove Res Adj Out. Each Adjustment type code contains four characteristics: name, description, inventory journal name, and Remove reservations. If Remove reservations is enabled, the short-picked order line's reservations are removed.
8. In the Item reallocation field, select a value, such as Manual. If you select Manual, or Automatic and Manual, enable the warehouse worker to use manual reallocation.

Set up a worker to use manual item reallocation

This procedure uses the USMF demo data company.

1. Close the page.
2. Go to Warehouse management > Setup > Worker.
3. Select Edit.
4. In the list, select a worker. For example, Julia Funderburk.
5. Expand the Users FastTab.
6. In the list, select a User ID. For example, 24.
7. Expand the Work FastTab.
8. Select Yes in the Allow manual item reallocation field.