Implement Warehouse and Transportation Management
Warehouse management
Only warehouses with use warehouse management processes enabled use WMS. Setup order matters: the location format defines the location ID pattern, the location profile sets capacity and constraints, location types classify locations (receiving, picking, staging, shipping, quarantine), then come zones, work classes, work templates, location directives, wave templates, work pools, container types and unit sequence groups. The Warehouse Management mobile app drives inbound (arrival, registration, put away), outbound (picking, packing, loading) and internal work (replenishment, counting, movement).
Directives versus templates
A location directive answers where work goes and in what sequence (sequence number, work type, strategy such as FEFO or closest location). A work template answers what work lines are created (pick, put, count) and their order. Most exam traps come from swapping these two.
Transportation management
TMS covers shipping carriers and carrier groups, rate engines (rate master, transit time, mileage, point-to-point) ranked by sequence, accessorial charges, load templates and load building, route plans, appointment scheduling for docks, and freight reconciliation of carrier invoices.
Traps
- Changing a location profile after locations exist affects every location using it.
- Wave templates need valid methods and sequence, or the wave silently does nothing.
- With rate engines, the first engine in sequence that returns a rate wins.
- Cycle count thresholds trigger recounts; they do not auto-adjust stock.
Rule of thumb
Directive picks the place, template builds the work, wave groups the demand. For any 'where does the mobile device send the worker' question, examine the location directive sequence.