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wiki/operations/configuration-guide.md
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@@ -43,7 +43,7 @@ Before configuring Easy WMS, verify the infrastructure:
| Item | Requirement |
|------|-------------|
| **IIS version** | IIS 10+ on Windows Server 2019 or later |
| **Application pools** | Main pool + Background Jobs pool + Integration pool — all configured as .NET CLR v4 |
| **Application pools** | Main pool + Background Jobs pool + Integration pool - all configured as .NET CLR v4 |
| **Database** | Oracle 19c+ or PostgreSQL 13+ |
| **Environment variable** | `ASPNETCORE_ENVIRONMENT = Production` (not Development) |
| **WIFI** | 802.11n/ac coverage in all RF terminal work areas; separate VLAN for WMS traffic |
@@ -60,8 +60,8 @@ All physical warehouse configuration is done in **EasyS** (the visual layout con
1. Create the **warehouse** entity with type (manual / automatic / mixed).
2. Define **sub-warehouses** if needed (physical separation or different logistics rules).
3. Create **storage zones** — group aisles by temperature, hazard class, or ABC zone.
4. Create **working zones** — assign equipment types with permission per process (reception, putaway, picking, replenishment, count).
3. Create **storage zones** - group aisles by temperature, hazard class, or ABC zone.
4. Create **working zones** - assign equipment types with permission per process (reception, putaway, picking, replenishment, count).
### 1.2 Location Types
@@ -91,11 +91,11 @@ For each process, at least one station of the appropriate type is required:
|--------------|------|--------------|
| Dock | 34 | Inbound/outbound vehicle docking |
| Stage | 33 | Pre/post-dock staging |
| PIE | — | Automatic inbound sorter |
| PIE | - | Automatic inbound sorter |
| PK conveyor | 2 | Picking/reception workstation |
| ALM | — | Storage station |
| ME/MU/MS | — | Multi-exit/multi-unit/multi-stock conveyors |
| ET (Transit) | — | Intermediate replenishment station |
| ALM | - | Storage station |
| ME/MU/MS | - | Multi-exit/multi-unit/multi-stock conveyors |
| ET (Transit) | - | Intermediate replenishment station |
| Consolidation | 17 | Order consolidation |
| Decision | 63 | Routing decision point |
| Workzone | 64 | Manual picking zone |
@@ -126,10 +126,10 @@ Defined in EasyS. Key attributes:
1. Create items in WMS UI or via **ITM ERP message**.
2. Assign mandatory profiles:
- **Reception profile** — required before any receipt can be created.
- **Shipping profile** — required before any shipping order line can be assigned.
- **Putaway profile** — optional; if absent, default warehouse strategy is used.
- **Count profile** — required for ABC-driven cycle counts.
- **Reception profile** - required before any receipt can be created.
- **Shipping profile** - required before any shipping order line can be assigned.
- **Putaway profile** - optional; if absent, default warehouse strategy is used.
- **Count profile** - required for ABC-driven cycle counts.
3. Configure logistic attributes (lot, expiry, serial number, quality, etc.) per item or item type.
4. Set UoM and conversions; define base UoM clearly.
5. For cutting stock items: assign cutting profile with min/max quantities, cutting tolerance, and label configuration.
@@ -148,16 +148,16 @@ Defined in EasyS. Key attributes:
| Parameter | Default | Effect |
|-----------|---------|--------|
| `ALLOW_CREATE_RECEPTION` | — | Allow WMS to create a receipt without a pre-existing order |
| `AutoCloseReception` | — | Auto-close receipt when all lines are fulfilled |
| `USE_EXCLUSIVE_RESERVE_STRICT_MODE` | — | Block ASN reception if referenced receipt order is missing |
| `RECEPTION_NUM_DAYS_PRODUCTION_DATE_MARGIN` | — | Minimum remaining shelf life required at reception |
| `LPN_CHECK_CODE_GS1LABEL` | — | Validate LPN code against GS1 SSCC format |
| `CONTAINER_CHECK_CODE_REPEATED_FOR_LABELS` | — | Prevent LPN code reuse (vs station codes, locations, aliases) |
| `ALLOW_CREATE_RECEPTION` | - | Allow WMS to create a receipt without a pre-existing order |
| `AutoCloseReception` | - | Auto-close receipt when all lines are fulfilled |
| `USE_EXCLUSIVE_RESERVE_STRICT_MODE` | - | Block ASN reception if referenced receipt order is missing |
| `RECEPTION_NUM_DAYS_PRODUCTION_DATE_MARGIN` | - | Minimum remaining shelf life required at reception |
| `LPN_CHECK_CODE_GS1LABEL` | - | Validate LPN code against GS1 SSCC format |
| `CONTAINER_CHECK_CODE_REPEATED_FOR_LABELS` | - | Prevent LPN code reuse (vs station codes, locations, aliases) |
### 3.2 PIE Station (Automatic Inbound)
Configure rejection handling — all PIE error types must have an explicit rejection route:
Configure rejection handling - all PIE error types must have an explicit rejection route:
| Error Type | Destination |
|------------|-------------|
@@ -190,11 +190,11 @@ If receiving without RFT (containers enter PIE directly):
Putaway strategies execute in order. The recommended sequence for most deployments:
1. **Assigned location** (PDL / item-assigned location) — highest priority.
2. **Channel filling** (compact, APS) — fill partially-occupied channels first.
3. **Storage zone by ABC** — A-class items near pick face; C-class items at depth.
4. **Crossdocking zone** (if applicable) — for items with `Enable crossdocking` active.
5. **Default zone** — catch-all for any remaining containers.
1. **Assigned location** (PDL / item-assigned location) - highest priority.
2. **Channel filling** (compact, APS) - fill partially-occupied channels first.
3. **Storage zone by ABC** - A-class items near pick face; C-class items at depth.
4. **Crossdocking zone** (if applicable) - for items with `Enable crossdocking` active.
5. **Default zone** - catch-all for any remaining containers.
Key strategy attributes:
@@ -208,19 +208,19 @@ Key strategy attributes:
### 4.2 Restrictions
Configure restrictions to prevent mixing incompatible items in the same location/aisle/zone:
- "Do not locate in same zone" — e.g., hazardous + non-hazardous.
- "Do not locate in same aisle" — e.g., temperature classes.
- "Do not fit on higher heights" — for fragile items.
- "Do not putaway adjacent" — for certain chemical incompatibilities.
- "Do not locate in same zone" - e.g., hazardous + non-hazardous.
- "Do not locate in same aisle" - e.g., temperature classes.
- "Do not fit on higher heights" - for fragile items.
- "Do not putaway adjacent" - for certain chemical incompatibilities.
### 4.3 PDL Creation (Picking Dedicated Locations)
PDLs are configured per item per location. Required settings:
- **Maximum stock level** — triggers top-off replenishment.
- **Minimum stock level** — triggers stockout replenishment.
- **Replenishment mode** — Container or Stock.
- **Enable automatic replenishment** — must be explicitly checked.
- **Delete when empty** — enable for seasonal items only.
- **Maximum stock level** - triggers top-off replenishment.
- **Minimum stock level** - triggers stockout replenishment.
- **Replenishment mode** - Container or Stock.
- **Enable automatic replenishment** - must be explicitly checked.
- **Delete when empty** - enable for seasonal items only.
For locations with drawers/boxes (small parts): use partition labels with pre-generated coordinates. Enable `RF_PICKING_CONFIRM_LOCATION` to require location scan at picking.
@@ -241,11 +241,11 @@ When PDLs and stock source are in physically separate zones that cannot be direc
| Parameter | Default | Effect |
|-----------|---------|--------|
| `RF_PICKING_CONFIRM_LOCATION` | — | Require location scan before picking |
| `MAX_CONTAINER_WEIGHT` | — | Client container weight limit |
| `PICK_AND_PASS_ENABLED` | — | Enable Pick & Pass mode |
| `VOICE_ENABLED` | — | Enable voice-guided picking |
| `CUTTING_PRINTER` | — | Printer for cutting stock labels |
| `RF_PICKING_CONFIRM_LOCATION` | - | Require location scan before picking |
| `MAX_CONTAINER_WEIGHT` | - | Client container weight limit |
| `PICK_AND_PASS_ENABLED` | - | Enable Pick & Pass mode |
| `VOICE_ENABLED` | - | Enable voice-guided picking |
| `CUTTING_PRINTER` | - | Printer for cutting stock labels |
### 5.2 PTL Configuration (Pick To Light / Put To Light)
@@ -286,7 +286,7 @@ When PDLs and stock source are in physically separate zones that cannot be direc
The `TryToReplenishProductLocations` background job runs automatically. Configure:
- Job schedule (recommended: every 5–15 minutes).
- `MAX_NUM_LOTS_REPLENISHMENT` — maximum lot lines per replenishment container (prevents mixing).
- `MAX_NUM_LOTS_REPLENISHMENT` - maximum lot lines per replenishment container (prevents mixing).
### 6.3 Replenishment from Picking Locations
@@ -294,7 +294,7 @@ Used for locations with boxes/drawers (small parts):
1. Assign minimum and maximum stock levels per PDL.
2. Enable `Stockout` strategy.
3. Place stock in a nearby storage location for FEFO/FIFO compliance.
4. If FIFO/FEFO required: configure the PDL's source location to "take from height" — the system maintains the FEFO sequence during replenishment.
4. If FIFO/FEFO required: configure the PDL's source location to "take from height" - the system maintains the FEFO sequence during replenishment.
---
@@ -321,7 +321,7 @@ Configure per lock type (in `Masters > Lock Types`):
1. Create a **count schedule**: item ABC class, warehouse zones, and frequency (how many items per iteration).
2. Create **count iterations** from the schedule: each iteration covers a subset of the total item population.
3. Generate **count order** from iteration: produces location or item count tasks.
4. Cycle count orders are **non-re-releasable** once canceled — create new orders if needed.
4. Cycle count orders are **non-re-releasable** once canceled - create new orders if needed.
### 7.4 Double Validation
@@ -337,13 +337,13 @@ Enable per item (count profile) when count discrepancies require manager approva
Three mandatory configuration elements:
### Step 1 — Enable crossdocking on items
### Step 1 - Enable crossdocking on items
`Inventory > Items > item > "Enable crossdocking"` attribute = True.
### Step 2 — Configure crossdocking locations
### Step 2 - Configure crossdocking locations
In EasyS: activate **"Is crossdocking location"** on target locations.
### Step 3 — Create crossdocking putaway strategies
### Step 3 - Create crossdocking putaway strategies
- Create strategies with **"Crossdocking"** attribute enabled.
- For placing loose stock (partial container): also enable **"Loose stock"** attribute.
- For placing whole containers: use a strategy with "Crossdocking" only (no "Loose stock").
@@ -400,7 +400,7 @@ Key message pairs to configure at go-live:
### 10.2 Integration Application Pool
- Separate IIS pool from main application.
- Monitor for stops — ERP messages queue if integration pool is down.
- Monitor for stops - ERP messages queue if integration pool is down.
- Log location: check both IIS logs and WMS application logs.
### 10.3 API Keys
@@ -433,10 +433,10 @@ Key events to subscribe for go-live monitoring:
| Event | Severity | When to Subscribe |
|-------|----------|--------------------|
| `Notification_GNAImportError` | Error | Always — ERP message parsing failures |
| `Notification_GNAImportError` | Error | Always - ERP message parsing failures |
| AGV error codes (1001–2503) | Error | If AGV module active |
| PS fault/tilt | Error | If Pallet Shuttle module active |
| Stock failure on outbound order | Warning | Always — operational visibility |
| Stock failure on outbound order | Warning | Always - operational visibility |
### 11.3 Yard Management
@@ -509,7 +509,7 @@ Create roles from most to least permissive; assign permissions explicitly per ro
Assign station roles to users/roles:
- Role determines which station types the user can log into from the RFT.
- Station role is checked at RFT login — rejected if not assigned.
- Station role is checked at RFT login - rejected if not assigned.
### 12.3 Owner Isolation (3PL)
@@ -525,42 +525,42 @@ Assign station roles to users/roles:
Key parameters to review at each deployment. Full documentation in [Parameters](../concepts/parameters.md).
### Reception
- `ALLOW_CREATE_RECEPTION` — allow blind receipts
- `AutoCloseReception` — auto-close on completion
- `LPN_CHECK_CODE_GS1LABEL` — enforce GS1 SSCC format
- `RECEPTION_NUM_DAYS_PRODUCTION_DATE_MARGIN` — shelf life check at receipt
- `ALLOW_CREATE_RECEPTION` - allow blind receipts
- `AutoCloseReception` - auto-close on completion
- `LPN_CHECK_CODE_GS1LABEL` - enforce GS1 SSCC format
- `RECEPTION_NUM_DAYS_PRODUCTION_DATE_MARGIN` - shelf life check at receipt
### Picking
- `RF_PICKING_CONFIRM_LOCATION` — enforce location scan
- `PICK_AND_PASS_ENABLED` — enable Pick & Pass mode
- `VOICE_ENABLED` — enable voice picking
- `RF_PICKING_CONFIRM_LOCATION` - enforce location scan
- `PICK_AND_PASS_ENABLED` - enable Pick & Pass mode
- `VOICE_ENABLED` - enable voice picking
### Replenishment
- `MAX_NUM_LOTS_REPLENISHMENT` — lot mixing limit per container
- `MAX_NUM_LOTS_REPLENISHMENT` - lot mixing limit per container
- TryToReplenishProductLocations job schedule
### Defragmentation
- `MAX_DEFRAG_TASKS` — max concurrent defragmentation tasks
- `MAX_OPTIMIZATION_DEFRAG_CHANNEL` — max channels optimized per run
- `MAX_DEFRAG_ATTEMPT` — retries before skipping a container
- `MAX_DEFRAG_TASKS` - max concurrent defragmentation tasks
- `MAX_OPTIMIZATION_DEFRAG_CHANNEL` - max channels optimized per run
- `MAX_DEFRAG_ATTEMPT` - retries before skipping a container
### AGV / Pallet Shuttle
- `PS_MAX_MINUTES_BATTERY_FULL_LOAD` = 300 (max battery life under load)
- `PS_MIN_MINUTES_BATTERY_LOAD` = 90 (minimum before return to charge)
### Multi-Carrier
- `MC_TRACKING_ARCHIVES_PATH` — carrier tracking files directory
- `MC_DEFAULT_CARRIER` — fallback carrier if auto-selection fails
- `MC_TRACKING_ARCHIVES_PATH` - carrier tracking files directory
- `MC_DEFAULT_CARRIER` - fallback carrier if auto-selection fails
---
## Related
- [Parameters](../concepts/parameters.md) — Complete parameter reference with all values
- [Troubleshooting](troubleshooting.md) — Error resolution guide
- [Stations & Routes](../concepts/stations.md) — Full station type reference
- [Warehouse Designer](../concepts/warehouse-designer.md) — EasyS-based layout configuration
- [Putaway](../concepts/putaway.md) — Strategy pipeline and configuration details
- [Replenishment](../concepts/replenishment.md) — PDL and strategy configuration details
- [System Architecture](../architecture/overview.md) — IIS, pools, and background jobs
- [Security](../architecture/security.md) — Roles, authentication, and permissions
- [Parameters](../concepts/parameters.md) - Complete parameter reference with all values
- [Troubleshooting](troubleshooting.md) - Error resolution guide
- [Stations & Routes](../concepts/stations.md) - Full station type reference
- [Warehouse Designer](../concepts/warehouse-designer.md) - EasyS-based layout configuration
- [Putaway](../concepts/putaway.md) - Strategy pipeline and configuration details
- [Replenishment](../concepts/replenishment.md) - PDL and strategy configuration details
- [System Architecture](../architecture/overview.md) - IIS, pools, and background jobs
- [Security](../architecture/security.md) - Roles, authentication, and permissions