Pickface Import Application
If you select the shortcut icon on the desktop, the Pickface Import Application screen will open.
Prerequisites
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Let us review the Pickface Import Application:
1.1 Company Details
The first section refers to the Company details and requires the Operator to log in.
Start by entering the Company ID, i.e. EDU1. This refers to the SYSPRO/WMS Company ID. It must be configured as a WMS Company using System Manager.
Enter the Company Password. Refers to the Company Password that applies to the company specified.
Enter the Operator name and Operator Password.
Enter the Warehouse where the Label printer is set up.
Note: To configure the Label printer against a specific Warehouse, the following Printer Setting must be updated. From the Ribbon Bar, browse to Printer Settings / PICKFACE system setting. Select the correct warehouse and ensure the printer points to a physical printer. For more information, refer to Configure Printers. Select Apply to save the changes.
Note: If more than one printer has been setup for a specific Warehouse, then the Pickface Import Application will select the first printer in the list for the Warehouse and System Action.
Select Login
Note: A valid GUID must be returned to log in.
Refer to the Business Objects User Guides for more information on Business Objects.
Once logged in, a GUID will be obtained, and the sections for Validation and Imports will be enabled.
1.2 Excel Sheet
Next, the Import template can be downloaded, filled in, and uploaded again to import the pickface data.
Select the Download Template button to download the Excel Template.
A location must be selected where the PickfaceImport_Template.xlsx must be saved.
Select Save
Note: If Microsoft Office is not installed on the DATASCOPE WMS Server, then you can copy the file over to a local PC where Microsoft Office is installed.
· Capture or import the required information into the PickfaceImport_Template.xlsx
To capture the data into the PickfaceImport_Template.xlsx:
o The Bins must already be created within DATASCOPE WMS
o Enter the Stock code within the specific pickface bin.
o Add the Source Warehouse
o Enter the Min, Max, and Reorder values.
o The Rule refers to the various Replenishment Options within DATASCOPE WMS.
§ 1 – Replenish Qty
§ 2 – Fill to Max (incl. Demand)
§ 3 – By Requirement to Reorder
§ 4 – By Requirement to Minimum
§ 5 – Fill to Max (excl. Demand)
Note: The Pickface Import Application only accepts imports of pickface bin locations already configured into the bin field. For more information, refer to Create Single Bin or Create Multiple Bin.
To import already created pickface bin locations into the PickfaceImport_Template.xlsx.
o Open DATASCOPE WMS
o From the Main Menu, browse to Warehouse Setup / Bin Maintenance / Maintain Bin Data
o Use the filter on the left-hand side of the screen.
o Select Bin Type. Filter a List, and the List must be Pickface.
o Select the Refresh icon to load the data grid.
o Use the Column Chooser to view only the columns you need to see.
o Select the Export to Excel button.
o Import or copy the Bins and Warehouses in the exported file into the PickfaceImport_Template.xlsx.
To import the updated PickfaceImport_Template.xlsx file into the Pickface Import Application:
o Select the Browse button next to the Excel file path.
The Records Found field will update automatically with the total number of records loaded within the Excel template.
Note: If no Records are found, there is an issue with the spreadsheet or the data.
1.3 Master Data Validation
Once the template has been loaded, the data can be validated before importing.
The results of the validation(s) can be exported to an Excel spreadsheet to investigate before doing the actual import.
Various validation options exist.
o Duplicate Pickface Bins – this validation checks if there are Bins in WMS that already have a pickface configured. This validation will typically be unticked (OFF) as multiple SKUs will be set up within a single Bin.
o Bin Types are PICKFACE in WMS – this validation check will confirm that the bins specified within the Excel spreadsheet are all Pickface bins. This prevents invalid configuration. This validation will typically be ticked (ON).
o Stock Codes Exist in SYSPRO – this validation confirms that all stock codes / SKUs in the Excel spreadsheet exist in the SYSPRO InvMaster table. This validation will typically be ticked (ON).
o Bins Exist in WMS – this validation confirms that all bins in the Excel spreadsheet exist in the DATASCOPE WMS tblBin table. This validation will typically be ticked (ON).
Once you have checked your validation options, select the Validate button.
The Records found under the Excel Sheet heading will display the number of records.
A pop-up will appear stating the validation was successful.
Next, you can select Import to start importing the data.
1.4 Import
If validation is successful, you can continue to Import the data. Various Import Options are available, and you can select to import only the data print labels or both.
The Import Option allows you to import the Excel spreadsheet in three different ways:
o As a whole – this option will import the entire spreadsheet.
o Batches – In this option, you can indicate the Batch size, i.e., 50.
o Range - In this option, you enter the Start Row (must always start at 0) and the End Row (i.e. 499). If you do a second import, you can use the same spreadsheet and update the start and end row to the next range, i.e., 500 – 699)
Select the Import Data checkbox if you only want to import the data.
Select the Print Label checkbox to print labels for the imported data.
You can select both Import Data and Print Label or just one. You also have the option to do all the imports first and then print the labels only after the imports are completed.
Select the Import button to start the import.
Once the import is completed, a pop-up will appear stating the data import was successful.
The Progress Bar will indicate the number of records that has been imported.
1.5 Progress Bar
The Progress Bars will indicate the import progress or printing progress.
