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The
following sections describe both the underlying philosophy
and the details of operation of the Rubicon system when using
barcoding. As mentioned previously, all existing facilities
of the standard system remain available. This means that smaller
locations that don't need (or can't justify) barcoding can
continue to work exactly as they do now. Moreover, this also
provides backup procedures for those locations using barcoding
in the event of equipment failure -- users simply revert to
the standard procedures until the barcoding equipment becomes
available again.
Inventory: There are two types of inventory items
in the standard Rubicon environment. The first type
are LRB items -- those that are tracked to the lot or reel
level. An LRB represents a uniquely identified, discrete
chunk of inventory of a particular product, and is an additional
level of inventory information beyond knowing the total
quantity of the product on hand in the warehouse or location.
The most common example is wire, where we need to know the
individual lengths in addition to the total quantity. By
contrast, non-LRB items (e.g., connectors, patch panels,
tools, hardware, etc.) that don't need to be tracked in
that detail.
Any
product (whether LRB or not) may be in multiple places in
the warehouse. The locator facilities of Rubicon's system
allow for tracking the specific locations where products
are stored. Since an LRB is a unique physical entity, it
can only be in one location within the warehouse at any
given time (of course other LRBs for the same product may
be in other locations).
Again,
it should be emphasized that all of this is part of the
standard Rubicon system. The only difference in the barcoding
environment is the way we identify non-LRB parts on barcode
labels. An LRB number is eight characters long, where an
item number can be up to twenty, so it is easier to scan
and print LRB numbers than item numbers. For LRB items,
the LRB number also uniquely identifies the product, since
an LRB can only be associated with one inventory item. For
non-LRB parts, we create a "dummy" LRB, which is used solely
to translate between an eight character number and the item
number -- it is essentially an alias for the item number.
Doing this also makes processing more consistent: Users
always scan what appears to be an LRB number, whether or
not the part is an LRB part -- they don't have to decide
what kind of part it is. (For the remainder of this document,
we will simply refer to "scanning the LRB"; in the case
of non-LRB items, this will, in fact, be scanning the alias.)
In
some instances, Rubicon users associate an LRB with something
other than a single "chunk" of inventory. The most common
example is to put a single LRB on a pallet that has, for
example, fifty 1,000 foot spools of a product. Taking two
spools is reported to the system as "cutting" 2,000 feet
from the 50,000 feet associated with the LRB. This requires
a bit of special processing in the barcode environment.
Normally, a cut requires taking the reel to a cutting area,
cutting the required length, and returning the reel to inventory.
Labels: Associated with an item is a label type code
that indicates the style of label to be produced for
the item. The style determines both size and format. Some
items do not get labels at all -- bulk items (e.g., screws)
may have a label on the container or shelf.
Each
barcode on the label includes an alpha prefix that identifies
the data it represents: L for LRB numbers, C for customer
orders, B for bin locations, P for purchase orders, etc.
This allows the programs to determine what kind of data
has been read, and thereby determine that all the necessary
data is canned in the correct sequence.
We
have included some sample barcode
labels as illustrations of what can be done. Rubicon's
approach to barcode label printing is unique in that it
allows maximum flexibility not only in label format but
also in barcode printers and equipment. You can have any
mix of printers and formats.
Transactions: The barcode processing integrated into
Rubicon's system allows for processing the following
warehouse / inventory activities:
- receiving
- put
away
- relocation
- picking
- cutting
- rewind
- shipment
- cycle
counting
- physical
inventory
More
detail on these transactions is presented below
Everything is a move: As a unifying principal to
the design, we have adopted the approach that "everything
is a move", that is, every activity in the warehouse is
processed as a location to location transfer of inventory.
Even pick up and put down are moves, since each user is
identified as a "location". Some of those locations have
special meaning, and result in special processing: The system
allows certain locations to be defined as goal seeking,
that have special meaning in terms of how the reel is processed.
When
an order picker is processing an order, a number of moves
take place. When, say, a reel is picked up for the order,
it becomes associated with that order, and is moved from
the shelf location to the "location" associated with the
picker. When the picker puts the reel down in another location,
it is a move from the picker "location" to the new location.
As an example of the special processing associated with
some locations, if the picker puts the reel down in the
shipping or cutting locations, the reel is moved, but still
remains associated with the order for which it was picked.
If the new location is not one of these special locations,
the system assumes the user was just relocating the reel
(perhaps to get to the desired reel), records the location
change, and removes the reel from the order.
Basic scan activity: Many activities will require
multiple moves. A cutting situation would involve moving
the reel from the shelf to the picker, and from the picker
to cutting. After cutting, the original "parent" reel will
be moved from cutting to a picker, and from the picker to
a shelf. The "child" reels will be moved from cutting to
shipping for staging with the rest of the order. While this
may seem complicated, barcode scanning makes it easy, and
the consistency improves accuracy and minimizes errors.
The
user always does the same thing: Scan the inventory,
scan the location, and for non-LRB parts,
enter the quantity. There are no exceptions, no special
operations, no mistakes due to incorrect procedures. The
procedure is the same regardless of transaction type.
Several
other factors also add to the ease of use. Because the barcodes
are prefixed by type, the user can scan them in any sequence.
Since the system knows what the user is "carrying" (i.e.,
what is in the user "location"), it can automatically determine
whether the material is being picked up or put down. . And
since all transactions are treated as moves, the user doesn't
have to identify the activity in advance (and, more importantly,
can't enter the wrong type). A special "mass put
down" allows the user to put everything currently being
carried in one transaction, such as delivering a number
of items to shipping. Finally, the terminal user has several
inquiries and displays available, including all of the items
on the current picking ticket, with quantities picked so
far, and a complete list of LRBs that are currently in the
user's "location".
Transaction detail: The following sections provide
some additional detail about specific warehouse activities
Receiving: Receiving is done at a terminal in the
warehouse. The items are put into a RECEIPTS location.
When receipt entry is completed, barcode labels associated
with the items are produced. The put away transaction is
simply a relocation from RECEIPTS. When an item is picked
up from receiving, the user is notified through the terminal
of the primary stocking location for the item. The actual
location of the material is updated by scanning the LRB
and location as the item is shelved.
Relocation: When material is moved in the warehouse,
the user scans the "from" location, and the LRB. When
the material is shelved, the user scans the LRB and the
new location.
Picking: Picking documents are produced for the order.
Most Rubicon clients produce a traditional picking list
with barcoded order information added; some print labels
identifying the items to be picked. As the ticket is produced,
records are created in the picking ticket file identifying
the items on the ticket, and the quantities to be shipped.
The
picker scans the pick document to identify the order being
processed. At each pick, the location and LRB are scanned;
the program verifies that the item is on the order being
processed. If the item is a non-LRB order, the user is also
prompted to enter the quantity being taken. Note that there
may be multiple picks for an item.
Non-LRB
items will typically go directly to the shipping staging
area (since they are usually picked in the correct quantities).
LRB items may proceed directly to shipping (if the entire
reel is being shipped), or to the cutting location.
In the case of a cut item, additional processing
is necessary. When the cutting operator begins processing
the reel, he will scan the order and reel number. Again,
there is verification that the product is, in fact, associated
with the order; the cuts to be made, along with any other
comments about the line are displayed to the cutter. As
the cuts are made, new reels are created, and LRB numbers
are assigned and labels are created for the new child reels.
Many Rubicon clients also print a new label parent reel,
rather than hand writing the transaction and remaining quantity.
All of the reels are shown as being in the cutting location.
At
this point, the parent reel (if not empty) can be moved
back to the shelf, and the newly created reel(s) can be
moved from the cutting location to the shipment staging
area.
Rewind / re-reel: Typically this occurs as part of
the cutting process -- the quantity left is such that
it can be moved to a smaller reel. If the material is also
counted and a variance is found, the program automatically
generates a shrink adjustment for the difference. New labels
are also produced.
Shipment: Eventually, all the material associated
with the order has been moved to the shipment staging
area. Using a special version of the Shipment Entry program,
the shipper performs the following steps:
- The
shipper scans or keys in the picking ticket number.
- The
program determines if all items on the ticket have been
picked and moved to the shipping location. If not, the
shipper is notified that the order is not complete, and
no further processing can be done.
- The
shipper enters shipping information, including carrier,
weight, PRO number, and pieces.
- The
system prints a complete packing slip containing order
information, the material being shipped, the associated
reel numbers, etc.
- The
shipper verifies with the packing slip that all material
is present and accounted for.
- The
shipper enters "B" to bill the order. Inventory is updated
and an invoice is created.
Cycle counting / physical inventory: Scanning tags
replaces the manual entry of information. Both cycle
counting and physical inventory are based on counting locations
rather than counting groups of items or all items. Automatic
adjustments are made for items within user specified tolerances.
A complete set of audit and adjustment reports are produced,
as in the current system.
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