217 lines
13 KiB
Markdown
217 lines
13 KiB
Markdown
---
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title: "Task"
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type: concept
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sources:
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- areas/tasks/index.md
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- areas/tasks/tasks.md
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- areas/tasks/automatic_tasks.md
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- areas/tasks/movements.md
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- areas/tasks/semiautomatic_tasks.md
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- areas/tasks/automatic_tasks_manual_warehouse.md
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- areas/tasks/picking_tasks_manual_warehouse.md
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- areas/tasks/ERP/counts/cor.md
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related:
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- concepts/location.md
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- concepts/container.md
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- concepts/stock.md
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- concepts/putaway.md
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- concepts/picking.md
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- concepts/shipping.md
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- concepts/replenishment.md
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- concepts/count.md
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last_compiled: "2026-04-10"
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---
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# Task
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## Overview
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A task is the fundamental unit of guided work in Easy WMS. It represents a physical movement to be performed within the warehouse: moving a container or loose stock from a source location/station to a destination location/station. Tasks are how the WMS communicates to operators (or automated systems) exactly what physical action to perform and in what order.
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Tasks abstract the complexity of warehouse routing: the system handles compound routes, work zone restrictions, and equipment capabilities automatically. An operator on an RFT simply receives a task and executes it; they don't need to know which intermediate stations are involved. The same model applies to automatic warehouses, where tasks drive the AS/RS, AGVs, and conveyors.
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Every significant warehouse process generates tasks: putaway, picking, shipping, replenishment, counts, crossdocking, kitting, defragmentation, and more. A task is always associated with a process type and a task type, which together define the exact operation required and which operators/equipment can execute it.
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## Types
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### Classification: Process type × Task type
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Easy WMS distinguishes **process type** (the business process this task belongs to) from **task type** (the physical operation the operator/machine performs). The same task type (e.g., "Picking") can appear under different process types (e.g., Picking, Kitting, Replenishment, Dekitting).
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| Process type | Task type | Description |
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|---|---|---|
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| **Putaway** | Putaway | Manual warehouse: deposit container or loose stock at storage location |
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| **Putaway** | Approach | Automatic warehouse (Pick & Pass): move containers with putaway tasks in P&P sub-warehouses |
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| **Putaway** | Movement | Extract empty containers to PS; extract non-empty containers to PS |
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| **Picking** | Picking | Direct picking: RF/voice terminal (manual) or at picking conveyor (automatic) |
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| **Picking** | Negative picking | Automatic warehouses only: negative pick at PK conveyor |
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| **Picking** | Approach | Automatic warehouse (Pick & Pass): move containers with picking tasks |
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| **Picking** | Cut | Cut-to-location: cut specified length from roll/coil; leave remainder at location |
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| **Picking** | CutSupply | Move roll/coil to cutting station for controlled cutting |
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| **Crossdocking** | Shipping | Move crossdocked stock to buffer location |
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| **Crossdocking** | Loading | Move crossdocked stock directly to dock |
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| **Crossdocking** | Putaway | Move crossdocked stock to warehouse storage location |
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| **Crossdocking** | Replenishment to buffer | Replenish tense flow buffer from crossdocked stock |
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| **Count** | Location count | Physical count of all stock in a location (manual warehouses) |
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| **Count** | Container count | Physical count of a container's contents (manual and automatic) |
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| **Count** | Item count | Physical count of a specific item across locations (manual and automatic) |
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| **Replenishment** | Container replenishment | Move container to picking dedicated location (PDL); also for empty container stacking |
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| **Replenishment** | Stock replenishment | Move loose stock to PDL |
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| **Replenishment** | Picking | Replenishment between sub-warehouses (picking task variant) |
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| **Replenishment** | Shipping | Replenishment between sub-warehouses (shipping task variant) |
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| **Shipping** | Shipping | Move container to buffer, consolidation station, or packaging location |
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| **Shipping** | Loading | Move container to dock for truck loading |
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| **Kitting** | Picking | Pick kit component stock for assembly |
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| **Kitting** | Shipping | Move container to kit assembly conveyor/station |
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| **Dekitting** | Picking | Pick a kit for disassembly |
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| **Dekitting** | Shipping | Move container to assembly station for disassembly |
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| **Movement** | Movement | Generic moves: container/stock relocation, stacker management, PK picking, cart distribution, container reallocation |
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| **Reject** | Reject | Container rejection to designated location |
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| **Defragmentation** | Movement | Move stock/containers to consolidate and optimize space |
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| **Defragmentation** | Shipping | Move defragmented stock toward shipping |
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| **Picking locations emptying** | Movement | Empty dynamic picking locations |
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| **Production** | Production | Manufacturing module: supply tasks for production lines |
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### Automatic warehouse vs. manual warehouse tasks
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In **manual warehouses**, tasks are executed by operators using RFTs, voice terminals, or workstations. The physical movement is performed by a human using forklifts or on foot.
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In **automatic warehouses**, tasks are executed by automated systems (AS/RS, AGVs, conveyors). The object must always be a container (never loose stock directly, as stock needs a container to move through the automated system). Container tasks include precise X/Y coordinates within rack locations.
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## Lifecycle
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```
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[Process event occurs]
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↓
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Task CREATED (pending movement generation)
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↓
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PENDING — waiting for movement to be generated
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↓
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GENERATED — movement created, no operator/machine assigned yet
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↓
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IN PROCESS — currently being executed
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↓
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FINISHED — task completed successfully
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(at any point from Generated or In Process)
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↓
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CANCELED — task stopped by user action
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```
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### Status transitions
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| Status | Description |
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|---|---|
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| **Pending** | Task created but movement not yet generated. System is calculating route or waiting for conditions. |
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| **Generated** | Movement(s) created and ready for execution. Appears in operator queues. |
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| **In Process** | Operator/equipment has started the task. Stock or container is being moved. |
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| **Finished** | Task completed. Stock/container is at destination location. |
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| **Canceled** | Task stopped. Container/stock remains where the operator reports leaving it. |
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## Tasks and movements
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The task defines **from where to where** (source station → destination station). The actual path may pass through multiple intermediate stations. Easy WMS decomposes the task into **movements** — each movement covers one segment (one station to the next).
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Each segment has a configured **manager** (who/what executes it):
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- **RF**: human operator with radio frequency terminal
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- **Galileo** (or equivalent): automated system (AS/RS, conveyor controller)
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- **Voice**: voice-directed operator
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- **Workstation**: pick-to-light / workstation operator
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**Example**: A task moves a container from Station A to Station B via C, D, and E:
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- A→C: Galileo (AS/RS)
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- C→D: RF (operator)
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- D→E: Galileo
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- E→B: RF (operator)
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This creates 4 movements. Each completes before the next begins. The task is complete when the container reaches B.
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**Movement statuses**: Pending → In Execution
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Movement release (reset In Execution → Pending) is available for resolving incidents, especially in automatic warehouses.
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## Business rules
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- **Cannot manually complete** picking, counting, replenishment (stock replenishment type), kit assembly, or consolidation tasks. These must be completed through their respective processes.
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- **Task assignment** to user or equipment respects work zone restrictions — if the equipment cannot access the required work zone or aisle, the task will not be executable.
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- **Equipment incompatibility**: equipment that cannot transport the container type specified in the task is ineligible.
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- **Priority** drives task sequencing within a process queue (lower number = higher priority; values: Very Low, Low, Normal, High, Urgent).
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- **Task cancellation**: container stays where the operator reports it (user must indicate the location, including position for rack locations or depth for channel locations).
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- **Equipment release**: allowed only when task is in Generated state (processed quantity = 0, no containers moved).
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- **Count tasks** cannot have their equipment released.
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## Configuration
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### Task execution order
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For manual warehouse RF execution, the priority ordering is:
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**Automatic tasks (general):** Round number → Priority → Empty channel → Stackability → Distance (picking route) → Aisle side (right first) → Height (low to high) → Creation date
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**Picking tasks:** Round number → Priority → Empty channel → Stackability → Picking route → Aisle side → Height → Creation date
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**Shipping tasks:** Round number → Priority → Empty channel → Stackability → Distance → Creation date
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**Wave picking:** Priority (of the wave/orders assigned) → Route path (right and left sides, low to high — no second rounds)
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**Order picking (RF):** For task selection: assigned to user/equipment first → Priority → Release date. For task execution: same as automatic tasks.
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### Semi-automatic mode
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Allows tasks to be initiated by reading a container or location with stock, rather than receiving an explicit task assignment. Available task types: shipping, replenishment, putaway, movement, rejection.
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**Flow:**
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1. Operator reads container or location with loose stock
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2. WMS shows summary of the best pending task (location, item if stock task, task type, destination, container to load)
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3. Operator clicks Start → task assigned → enters standard task flow
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4. WMS may propose additional tasks en route to optimize movements
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Transactions are generated by the underlying process (not by semi-automatic mode itself).
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**UI:** "Semi-automatic mode" from the "Tasks" menu (RFT).
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## Interface
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| Function | Hardware | Menu path |
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| Tasks management and monitoring | PC | Warehouse → Tasks |
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| Movement management | PC | Control → Movements |
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| Automatic task distribution | PC | Warehouse → Tasks |
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| Semi-automatic mode | RFT | Tasks → Semi-automatic mode |
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| Manual task execution | RFT | Tasks → (process-specific options) |
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### Available operations from Tasks view (PC)
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| Operation | Restrictions |
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| Manual task end | Not allowed for: picking, counting, stock replenishment, kit assembly, consolidation |
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| Task cancellation | Container stays at location reported by user |
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| Assign task to user | Respects work zone restrictions |
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| Assign task to equipment | Respects type/zone/aisle restrictions |
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| Unassign user | Only if task not yet in execution |
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| Unassign equipment | Only if task not yet in execution |
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| Priority change | Very Low / Low / Normal / High / Urgent |
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| Equipment release | Only if In Process with zero processed quantity and no moved containers; not for count tasks |
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## Common errors
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| Symptom | Cause | Solution |
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| Task stuck in Generated | Assigned equipment offline or cannot access work zone | Release equipment; reassign to available equipment or leave unassigned |
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| Task created but not assignable | Equipment type incompatible with container type in task | Assign different equipment; check equipment container type configuration |
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| Task cannot be manually completed | Task type is picking, counting, stock replenishment, kit assembly, or consolidation | Complete via the appropriate process screen (picking station, count screen, etc.) |
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| Movement stuck In Execution | Automatic system malfunction or communication failure | Use Movement Release to reset to Pending; investigate automation incident |
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| Canceled task — container not found | Operator reported wrong location at cancellation | Run a count or check Last Known Location; resolve via Lost & Found if needed |
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| Task not generated after process trigger | Work zone restriction prevents any available equipment from executing | Check work zone configuration and available equipment |
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## Related
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- [[location]] — tasks always have a source and destination location; location type (rack, compact, etc.) determines coordinate precision in tasks
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- [[container]] — most automatic warehouse tasks move containers; task references container code and type
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- [[stock]] — stock tasks (picking, replenishment) specify item, quantity, and logistic attributes
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- [[putaway]] — putaway process generates Putaway tasks; PIE/MU/TRL/ALM stations trigger automatic task creation
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- [[picking]] — picking process generates Picking tasks; wave/group picking generates batches of tasks
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- [[shipping]] — shipping process generates Shipping and Loading tasks for consolidation and dock delivery
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- [[replenishment]] — replenishment generates Container replenishment or Stock replenishment tasks to PDLs
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- [[count]] — count processes generate Location count, Container count, or Item count tasks
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