Case Type Setup and Maintenance

CASE TYPE SETUP AND MAINTENANCE
Case Type Setup and Maintenance
Introduction
Workforce Management supports the ability to define and apply case types for use in
discrete job standards. Case types are also used in conjunction with machine types
and location types in the development of discrete job standards.
Note: Case types are normally defined at installation for your facility.
In This
Chapter
Workforce Management
User Guide
Topic
Page
General Concepts
Case Type Setup Tasks
Maintain Case Types
View a Case Type
10
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General Concepts
Case Types
A case type is a classification that defines a range of cube and weight values. Every
discrete task specifies the cube and weight of the product being moved, which is in
turn cross-referenced against a case type. All material-handling configurations within
the same case type range are assumed to require the same amount of labor to handle.
The case type is defined by these data structures:
Cube Size dimension of the case type. This size dimension consists of the
smallest and largest size dimension of the case type.
Weight Weight dimension of the case type. This weight dimension consists of
the lowest and highest weight dimension of the case type.
Once case types have been defined, you will be prompted to repair these
configuration errors:
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Overlaps An overlap occurs when the cube and/or weight dimensions for the
case type overlap the ranges of one or more of the other case types.
Gaps A gap occurs when the cube and/or weight dimensions for the case type
misses the ranges of the other case types.
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User Guide
Grab Factors
You can assign a grab factor to each case type definition. A grab factor is the number
of cases/units that are regularly obtained or placed in a single motion. Once defined,
the system uses the grab factor to determine the number of time measurement units
(TMUs) that are allotted when a user handles these case types.
For example, if a very small (VS) case type is normally handled 4 at a time, the grab
factor is set to 4. If 13 TMUs are allowed for each obtain of a VS case, then every
time a user obtains
1 VS case, the system determines that 1 grab is necessary and allows for a total
of 13 TMUs.
4 VS cases, the system determines that 1 grab is necessary and allows for a total
of 13 TMUs.
5 VS cases, the system determines that 2 grabs are necessary and allows for a
total of 26 TMUs.
9 VS cases, the system determines that 3 grabs are necessary and allows for a
total of 39 TMUs.
Grab factors set in Case Type Maintenance are used as template grab factor values
for the system.
Note: Grab factors can be overridden for location types on Location Type
Maintenance and discrete flowcharts on Discrete Flowchart Maintenance,
but these changes will only be in effect for the specified location type or
discrete flowchart.
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Case Type Setup Tasks

Description
Before you begin using case types, you need to complete these setup tasks.
1. On the Policy Maintenance window, set the
EMS/Events/Case Type Not Found policy. This policy determines whether

information is sent to Event Management whenever a case piece record is not
found for a specific location ID, machine, cube, weight and location type.
EMS/Events/Case Discrete Time Not Found policy. This policy determines

whether information is sent to Event Management whenever a case type is
not found for a specific cube and weight.
2. Standard case types are provided with the base data. If additional case types are
needed, take these actions.
1. For each of the case types that you are going to create, take the
measurements for the
cube dimensions, and
weight dimensions.
2. Create the case types. For more information, see Maintain Case Types
following in this chapter.
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User Guide
Maintain Case Types

Case Type
Maintenance
When you use Case Type Maintenance to configure case types for your facility, you
identify
the unique identifier for the case type
a description for the case type
a minimum and maximum cube size
minimum and maximum weight, and
if applicable, the grab factor.
After case types are defined, you can use Case Type Maintenance to modify
attributes and delete case types when necessary.
Example:
Case Type
Maintenance
Window
User Guide
This image is an example of the Case Type Maintenance window.
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Controls:
Case Type
Maintenance
Window
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This table describes the controls on the Case Type Maintenance window.
Control
Description
Overlaps
Opens the Case Type Overlaps window that lets you view case
types whose settings overlap with the settings for the selected case
type.
Case Code
Unique identifier of the case type. The case code is limited to two
characters.
Case Description
Meaningful summary identifying the purpose of the case type.
Cube Low
Minimum size requirement for this case type. The size cannot
overlap the size of another case type.
Cube High
Maximum size allowed for this case type. The size cannot overlap
the size of another case type.
Weight Low
Minimum weight requirement for this case type. The weight cannot
overlap the weight of another case type.
Weight High
Maximum weight allowed for this case type. The weight cannot
overlap the weight of another case type.
Applied Grab Factor
Number of cases/units that are regularly obtained and placed in a

single motion. The system uses this setting to adjust the number of
TMUs that are allotted to a user. If you do not enter a value, a
default of 1 is used.
Overlaps
(Read only) Indicates that the cube and/or weight ranges for this
case code overlap the ranges of one or more of the other case
codes.
Gaps
(Read only) Indicates that there is a gap between the cube and/or
weight ranges for this case code and the ranges of the other case
codes.
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User Guide
Example:
Case Type
Overlaps
Window
This image is an example of the Case Type Overlaps window. This window appears
when you click the Overlaps button on the Case Type Maintenance window.
Control:
Case Type
Overlaps
Window
This table describes the control available on the Case Type Overlaps window.
Add or
Modify a
Case Type
To add or modify a case type
Control
Description
Case Code
(Read only) Unique identifier of the case type. The case code is
limited to two characters.
1. If you have not already done so, transfer the warehouse map to the model
instance.
Note: For information on modifying the warehouse map in the production
instance (bypassing the model instance), contact a RedPrairie industrial
engineer.
2. Start Case Type Maintenance.
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3. Take one of these actions.

If you want to...
Then...
Add a case type,
Click
Modify a case type,
Click
, and then in the grid view, select the case type that
you want to modify.
Note: Some of the fields may not be available for

modification.
4. In the Case Code box, type a unique identifier for the case type.
5. In the Case Description box, type a description for the case type.
6. In the Cube Low and Cube High boxes, type the minimum and maximum size
allowed for this case type.
Note: You cannot have any gaps or overlaps in the cube ranges across
case types.
7. In the Weight Low and Weight High boxes, type the minimum and maximum
weight allowed for this case type.
8. If applicable, in the Applied Grab Factor box, type the number of case/units
that are regularly obtained and placed in a single motion. The system uses this
setting to adjust the number of TMUs that are allotted to a user.
Note: If you do not enter a grab factor, a default value of 1 is used.
9. Click
10. When a message appears asking if you want to save the case type, click OK.
11. Verify that the Overlaps and Gaps check boxes are clear. If either check box is
selected, then modify the case type information as needed to remove the overlaps
or gaps.
Note: If overlaps exist, you can click Overlaps to view a list of all of the case
types that overlap the current case type. Click Close when you are finished
viewing the list.
12. Restore the warehouse map to the production instance.
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User Guide
Delete a Case
Type
To delete a case type

IMPORTANT: Deleting a case type deletes all associated case piece
records; that is, the records that associate the TMU values with obtaining or
placing case types at specified location types.
1. If you have not already done so, transfer the warehouse map to the model
instance.
Note: For information on modifying the warehouse map in the production
instance (bypassing the model instance), contact a RedPrairie industrial
engineer.
2. Start Case Type Maintenance.

3. Click
4. In the grid view, select the case type that you want to delete.
5. Click
6. When a message appears asking if you want to delete the case type, click OK.
7. Restore the warehouse map to the production instance.
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View a Case Type

Description
Case Type Display lets you view the case types that are defined for your facility.
Example:
Case Type
Display
Window
This image is an example of the Case Type Display window. For information on the
controls, see the control descriptions for Case Type Maintenance earlier in this
chapter.
Procedure
To view a case type
1. Start Case Type Display.

2. Click , and then in the grid view, select the case type for which you want to
view details.
3. When you are finished viewing the case type, click
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User Guide

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