1. Template v5 October 12, 2012 1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 1 Warehouse Mobility for LN An Overview Swaroop Patnaik, Infor

2. Template v5 October 12, 2012 2 Copyright © 2012. Infor. All Rights Reserved. www.infor.com History LN Feature PackCompatible Warehouse Mobility Version Feature Pack 2 to 6 3.00 Feature Pack 7 3.02 Feature Pack 7 4.00 Feature Pack 8 (10.2.1) 4.01 Feature Pack 9 (10.3.0) 4.02

3. Template v5 October 12, 2012 3 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Features added in WM 4.xx releases Serialization This term includes the following scenarios Serials-in inventory Serials-not in inventory Lots-not in inventory Handling Units The overall Handling Unit usage feature is controlled by a global parameter At each individual transaction level, the availability of this feature is dependent on the context. Splitting is controlled by the user. Existing empty Handling Units can be reused If both Serialization and Handling Units are active in a transaction then Handling Unit takes precedence. If Handling Unit generation is setup as automatic in LN, then the HU generation option will not be available at the scanner transaction level Reference ID This feature can be enabled or disabled at the individual transaction level

4. Template v5 October 12, 2012 4 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Initial Setup Steps Create a User Profile record for each tmboa usernames in Sales User Profiles.- tdsls0139m000 Purchase User Profiles – tdpur0143m000 (Warehousing) User Profiles – whwmd1540m000 Set the parameter fields in “Warehouse Mobility – General Parameters” (brmcs9199m999) Specify a valid LN username in the parameter field “User Name for Profile Template” Setup the Reference Identifier search priorities Create a dedicated warehouse order type with the following settings Inventory Transaction Type = Transfer Three manual inbound steps: Receipts, Generate Inbound Advice, Put Away Inbound Advice Two manual outbound steps: Generate outbound advice, Release Outbound Advice One manual shipment step: Freeze/Confirm Shipments/Loads Set the parameter fields in “Global Parameters”

5. Template v5 October 12, 2012 5 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 5 Warehouse Mobility – Inbound Transactions

6. Template v5 October 12, 2012 6 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Inbound Transactions Warehouse Receipt Generate Inbound Advice Put Away Inbound Advice Warehouse Inspections Generate Inbound Advice Put Away Inbound Advice Receipts Approvals Put Away

7. Template v5 October 12, 2012 7 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Receipts – A Snapshot Any Inbound Order Line with an active “Warehouse Receipts” step can be received Receipt Lines will be created and confirmed All inbound Order Origins are supported Transaction can be configured by Order Origin Inbound Advice and Put Away steps can also be executed within the transaction scope The transaction can be configured to allow the user to select the put way location If the received line is marked for inspection, the put away steps are executed automatically (if multiple inspection locations exists then user selects the inspection location) Cross-docking is supported The transaction can be configured (by Order Origin) to allow the received goods to be cross-docked In this transaction’s context, the scope of cross-docking includes: Static/Dynamic cross-dock orders Direct Material Supply Ad-Hoc cross-docking

8. Template v5 October 12, 2012 8 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Receipts - Special Scenarios Purchase Orders linked to Subcontracted Operations After the receipt line is confirmed, the received quantity is reported against the linked Production order operation. If the linked operation is the last operation in the Production order then the received quantity is also reported against the Production Order and the finished goods will be received in warehouse. Purchase Order Line linked to an Advance Shipment Notice (ASN) While creating the receipt line, if a linked ASN is found then the receipt line will be linked automatically to the corresponding ASN Line.

9. Template v5 October 12, 2012 9 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Receipts – Features (4.xx) Serialization User can choose to define each serial/lot ID or let the system generate the IDs using masks. Generation of Serial by user defined range is not supported Handling Units Handling Unit can be generated per receipt line Handling Unit ID can be user defined or system generated Can be based on package definition Existing empty Handling Units can be reused The received Handling Unit can be added to an existing Handling Unit Structure Reference ID Receiving a known Handling Unit (from a Transfer/Distribution/Production Order) Receiving a known Serial (from a Transfer/Distribution/Production Order) Receiving a known Lot (Inbound Order Line with “Lot Selection” = “Specific”)

10. Template v5 October 12, 2012 10 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Approvals - Snapshot Any Inbound Order Line with an active Warehouse Inspection can be processed Approved, Rejected and Destroyed quantities will be registered. All inbound Order Origins are supported Transaction can be configured by Order Origin Inbound Advice and Put Away steps can also be executed within the transaction scope The transaction can be configured to allow the user to select the put way location Cross-docking is supported The transaction can be configured (by Order Origin) to allow the approved goods to be cross-docked In this transaction’s context, the scope of cross-docking includes: Static/Dynamic cross-dock orders Direct Material Supply Ad-Hoc cross-docking

11. Template v5 October 12, 2012 11 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Approvals – Features (4.xx) Serialization is supported Serials: Multiple serials can be approved/destroyed/rejected in the same transaction instance Lots – not in inventory: Multiple lot quantities can be approved/destroyed/rejected in the same transaction instance Handling Units Inspection can be done on an entire Handling Unit Structure; a sub-structure; or an individual Handling Unit at bottom level Partial inspection is possible while performing inspection for a bottom level Handling Unit Reference ID Inspect by Handling Unit Inspect an individual serial (Serial-in inventory only) Inspect a specific lot code (restrictions apply)

12. Template v5 October 12, 2012 12 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Put Away - Snapshot Any Inbound Order Line with an active “Generate Inbound Advice” step or an active “Put Away Inbound Advice” step can be processed If inbound line was just received/approved, inbound advice can be created and put way by the user. If inbound advice was already generated, the user can modify the inbound advice (if needed) and put way. All inbound Order Origins are supported Transaction can be configured by Order Origin The transaction can also be executed by Receipt Cross-docking is not supported The transaction will ignore requested cross-dock quantities. The transaction cannot be executed if the selected line is awaiting Direct Material Supply.

13. Template v5 October 12, 2012 13 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Put Away – Features (4.xx) Serialization is supported The user can execute putaway for one or more serials in the same transaction instance. Handling Units If an entire Handling Unit structure is ready for putaway, the user can execute putaway for an individual Handling Unit at the bottom level; a sub-structure within the tree; or the entire structure. Partial putaway is possible while executing putaway for a bottom level Handling Unit Reference ID Putaway by Handling Unit Putaway by an individual serial Putaway by a known lot code (restrictions apply)

14. Template v5 October 12, 2012 14 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 14 Shop Floor Transactions

15. Template v5 October 12, 2012 15 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Shop Floor Transactions Production Order Release Production Order Report (first) Operation Report (…) Operation Report (last) Operation Report Production Report Operation Report Production Warehouse Receipt Generate Inbound Advice Put Away Inbound Advice Shop Floor Warehouse Job Booking Elapsed Hours Booking Hours & Expenses Production Order Hours

16. Template v5 October 12, 2012 16 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Report Operation Any active Production Order Operation can be processed Approved and Rejected quantities can be reported against an operation. The operation can be set as “Completed” Reporting on last operation will trigger Report Production Depending on the settings in LN and ADC admin, the last operation reporting will trigger the Report Production function Back-flush is supported If the operation is marked for Back-flush (Material and Labor), then the Back-Flush process will be triggered immediately after the quantities are reported. The Back-Flush process will be executed outside the “commit scope” of the transaction. Serialization (4.xx Versions only) The user can now report one or more serials in one single transaction instance The user can report an operation by the end item serial number.

17. Template v5 October 12, 2012 17 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Report Production Any active Production Order can be processed Approved and Rejected quantities can be reported against a Production Order. The Order can be set as “Completed”. The reported quantities will be automatically received in the warehouse and optionally the Put Away process will also be completed. Back-flush is supported If the Order is marked for Back-flush (Material and Labor), then the Back-Flush process will be triggered immediately after the quantities are reported. The Back-Flush process will be executed outside the “commit scope” of the transaction.

18. Template v5 October 12, 2012 18 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Report Production – 4.xx Features Serialization The user can now report one or more serials in one single transaction instance The user can report an operation by the end item serial number. Handling Units If applicable, the user can choose to have a Handling Unit to be generated on the receipt line Handling Unit ID can be user defined or system generated Existing empty Handling Units can be reused Reference ID A Reference ID field is provided as a shortcut for the user to scan Production Order Number; Kanban ID (if implemented); or Serial Number (if As-built Headers exist)

19. Template v5 October 12, 2012 19 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Hours Accounting Module Job Booking This transaction facilitates the booking of labor hours for a given Badge ID. A Badge ID can reference an Employee or a Team Hours can reported for following job types General (Indirect) Task; Production Order Operation; Service Order Labor Task; Work Order (Depot) Task; Project labor Task; PCS operation ; Assembly Tasks are not supported currently. Hours can reported for an individual Job or a Workset (a set of jobs) The start time and stop time is recorded in real time for a given Job or Workset Elapsed Hours Booking Similar to Job Booking except Labor Hours are booked in retrospective. Hours are booked by individual task and by Employee only.

20. Template v5 October 12, 2012 20 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Hours Accounting – Special Features Worksets A set of jobs (same or multiple types) can be assigned to a single Badge ID A workset cannot contain an indirect job. An Indirect job can only be booked individually. A workset can be Static : The workset must be stopped for every job addition or removal; Dynamic: A job can be added or removed anytime during the lifetime of a workset Teams A Badge ID linked to two or more employees. Can be referenced as an individual Employee Badge. Members can be added or removed anytime Clock Shift Schedule This is an enhanced version of the LN Working Time Schedule. Adds flexibility to process of Shift assignment and management. Helps in tracking Employee arrival/departure time. Only works within the framework of LN Working Time Schedule.

21. Template v5 October 12, 2012 21 Copyright © 2012. Infor. All Rights Reserved. www.infor.com