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202 lines
9.2 KiB
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202 lines
9.2 KiB
Markdown
---
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title: "Defragmentation"
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type: concept
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sources:
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- areas/defragmentation/index.md
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- areas/defragmentation/defrag_admin/index.md
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- areas/defragmentation/defrag_admin/defrag_rotation.md
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- areas/defragmentation/defrag_admin/defrag_shipping.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/task.md
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- concepts/order-outbound.md
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- concepts/putaway.md
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last_compiled: "2026-04-10"
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---
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# Defragmentation
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## Overview
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**Defragmentation** in EasyWMS reorganizes containers in automatic warehouses to optimize the placement of stock, either based on ABC rotation classification or based on upcoming shipping. It is an **automatic warehouse-only** feature that generates movement tasks to be executed during **periods of inactivity**, minimizing interference with active operations.
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Two types of defragmentation exist:
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| Type | Purpose | Criteria |
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|---|---|---|
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| **Rotation defragmentation** | Move containers to their optimal ABC storage zone | Item's ABC classification vs. current storage zone |
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| **Shipping defragmentation** | Move containers close to exit in preparation for dispatch | Assignment to a shipping order or route |
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Both types are configured via **strategies** and can be run manually or automatically via **planners**.
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---
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## Rotation Optimization Strategies
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Rotation strategies reposition containers to storage zones that match their ABC classification. For example, moving all A-class containers currently stored in zone B to zone A.
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### Strategy Criteria (Source Selection)
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A rotation strategy defines which containers are candidates to be moved:
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| Criterion | Description |
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|---|---|
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| ABC classification | Required. Containers with this ABC class are candidates |
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| Storage zone | Required. The source zone from which to extract candidates |
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| Number of containers | Cap on total containers processed by the strategy |
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| Number of references in container | Mono-reference only, multi-reference only, or both; for mono-reference: complete/peak/both |
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| Container type | Optional filter; if not set, all container types are valid |
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| Location date | Only containers placed after a specific date |
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| Assigned containers | Whether containers assigned to picking or shipping are candidates |
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| Source aisle | Specific automatic aisle to draw from (optional) |
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| Location range | X/Y coordinate range within the source aisle |
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| Location sorting | Order in which source locations are evaluated (free positions ASC/DESC, X/Y ASC/DESC) |
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### Strategy Rules (Destination Selection)
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For each rotation strategy, destination rules specify where to move candidate containers:
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| Rule | Description |
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| Same aisle | Move within the same aisle; skip if no valid location in aisle |
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| Specific aisle | Move to a designated automatic aisle; skip if no valid location |
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| Storage zones | One or more target zones (mandatory - at least one required) |
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| Priority | Task priority for defragmentation tasks of this ABC+zone combination |
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**Location search uses putaway strategies** in configured sequence order.
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### Execution
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- **Manual:** Select strategy in `Defragmentation > Rotation optimization strategies` → "Apply strategy now"
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- **Automatic:** Via a defragmentation planner that fires on schedule
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---
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## Shipping Optimization Strategies
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Shipping strategies pre-position containers assigned to upcoming orders near the warehouse exit, speeding up the shipping preparation process.
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### Strategy Criteria - Shipping (Order / Container Selection)
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| Criterion | Description |
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|---|---|
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| Number of orders | Cap on orders processed |
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| Assignment type | Picking Only / Shipping Only / Picking & Shipping |
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| Order type | Routes or Shipping orders |
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| Shipping order type | Customer (specific account), Return (specific supplier), Transfer |
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| Order status | Creating / Waiting / Released (optionally include Paused) |
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| Destination | Orders must have **no destination** assigned (no packing, stage, or dock) |
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| Sequence number | Use container sequence to fill channels in reverse shipping order |
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| Candidate sort | Priority: auto-release date ASC, priority ASC, creation date ASC, lines ASC/DESC |
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> If orders don't have all stock assigned yet, the stock assignment process runs first.
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### Strategy Rules - Shipping (Destination Selection)
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| Rule | Description |
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|---|---|
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| Same aisle | Move within the same aisle (minimum distance configurable) |
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| Specific aisle | Move to a designated automatic aisle |
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| Storage zone | One optional target zone (strictly enforced if set) |
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| Location range | X/Y coordinate range within the aisle |
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| Location sorting | X/Y coordinates ASC/DESC with sequence priority |
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**APS warehouses:** EasyWMS finds the optimal channel by capacity and height to guarantee maximum channel occupancy and correct shipping sequence.
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### Execution (Shipping)
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- **Manual:** Select strategy in `Defragmentation > Shipping optimization strategies` → "Apply now"
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- **Automatic:** Via a defragmentation planner
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---
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## Defragmentation Planners
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Planners enable **unattended, scheduled** defragmentation. Both rotation and shipping strategies can be scheduled.
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### Planner Configuration
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| Field | Description |
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|---|---|
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| Type | Shippings / Rotation / All |
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| Number of executions | Run strategies once in the window, or loop until time ends |
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| Active date range | Start date (mandatory) + optional end date |
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| Execution time | Start time and end time of the defragmentation window |
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| Execution duration | How long (hours + minutes) the planner runs |
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| Execution frequency | Days of the week (for non-daily planners) |
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### Planner Actions
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- **Manual trigger:** "Defragment now" button in `Defragmentation > Defragmentation planners`
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- **Automatic:** Job runs at scheduled time and applies enabled strategies in sequence
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- **Stop:** "Stop defragmentation" cancels all pending defragmentation tasks
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---
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## Operative Details
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### Rotation Defragmentation Process
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1. EasyWMS identifies containers meeting strategy criteria (not already defragmentation candidates, in locations with automatic unloading aisles)
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2. For APS locations: skips containers with deposit/extraction errors, location locks, or container locks in lower depths
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3. For rack locations: skips on matching-mask errors and locks at any depth
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4. Applies putaway strategies to find valid destination location
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5. Creates movement tasks with configured defragmentation priority
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6. Tasks execute during inactivity periods
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### Shipping Defragmentation Process
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1. EasyWMS identifies shipping orders/routes meeting criteria (status: Creating/Waiting/Released, no destination assigned)
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2. Applies sort criteria; ties broken by ascending creation date and code
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3. Runs stock assignment for orders without full assignments
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4. Identifies all assigned containers and linked customer containers
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5. Sorts containers in reverse shipping sequence (for sequenced orders) to fill channels optimally
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6. Applies destination rules to find valid locations
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7. Creates movement tasks
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---
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## Configuration Parameters
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| Parameter | Description | Applies to |
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|---|---|---|
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| `MAX_DEFRAG_TASKS` | Max simultaneous defragmentation tasks per automatic aisle | Both |
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| `MAX_OPTIMIZATION_DEFRAG_CHANNEL` | Max channels being defragmented simultaneously per aisle; 0 = no limit (only MAX_DEFRAG_TASKS applies) | Both |
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| `MAX_DEFRAG_ATTEMPT` | Max attempts to find a valid location for shipping defragmentation; after this, container is no longer a candidate | Shipping |
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---
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## Interface
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| Path | Equipment |
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| `Defragmentation > Rotation optimization strategies` | PC |
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| `Defragmentation > Shipping optimization strategies` | PC |
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| `Defragmentation > Defragmentation planners` | PC |
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| `Warehouse > Tasks` (monitoring defrag tasks) | PC |
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---
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## Common Errors
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| Symptom | Cause | Solution |
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| No defragmentation tasks generated | No valid destination location found | Check zone configuration in strategies; verify putaway strategies are defined |
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| Container skipped by rotation strategy | Container has lock preventing movement, or is in an error state (APS deposit/extraction error) | Resolve location/container locks first |
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| Shipping defragmentation container never moved | `MAX_DEFRAG_ATTEMPT` reached without finding valid location | Review shipping strategy destination rules; check zone availability |
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| Defragmentation runs during active operations | Planner window overlaps with peak activity | Adjust planner execution time to off-peak hours |
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| Tasks not generated for APS location | Lower-depth containers block movement | Resolve APS channel issues first |
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---
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## Related
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- [[location]] - Defragmentation moves containers between locations; rotation strategies use storage zones; only automatic aisles are valid
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- [[container]] - Containers are the unit of movement; ABC classification, type, and references-per-container govern candidate selection
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- [[stock]] - Stock records follow container movements; STK.MOVE and CON.MOVE transactions generated
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- [[task]] - Defragmentation generates movement tasks executed during inactivity; `MAX_DEFRAG_TASKS` limits concurrency
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- [[order-outbound]] - Shipping defragmentation is triggered by outbound orders; status must be Creating/Waiting/Released
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- [[putaway]] - Rotation defragmentation uses putaway strategies to find destination locations
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