The document outlines a case study on using JD Edwards Advanced Warehouse Management System (WMS) to improve warehouse operations, highlighting NexInfo's consulting services in various business processes and software. It discusses the challenges faced by customers, such as inaccurate inventory and manual processes, and details the streamlined processes enabled by JD Edwards WMS, including put-away, replenishment, and picking. The case study also describes NexInfo's expertise, locations, and the relevance of their cloud connectors in supporting business operations.

1. October 30, 2018
Case Study:
Using JDE Advanced WMS to streamline
Warehouse Operations
Prepared by: Vijayan Kannan
@NexinfoSolution

2. Who Is NexInfo?
SUMMARY
•Consulting company focused on helping clients achieve Operational Excellence via an optimal blend of Business
Process & Software consulting services
•Deep domain expertise, including: Integrated Business Planning (IBP/S&OP), Enterprise Resource Planning
(ERP), Product Lifecycle Management (PLM), Customer Relationship management (CRM), Enterprise Planning
Management (EPM), Human Capital Management (HCM), Predictive Data Analytics, Security & Business
Transformations
•Founded in 1999 and managed by computer industry & business process professionals
•Clients include emerging companies and Fortune 1000 corporations
•Recognized in the industry, including features in Gartner Reports, The Silicon Review (50 Smartest Companies
of the Year 2016 and 10 Fastest Growing Oracle Solution Providers 2017), and CIO Review (100 Most Promising
Oracle Solution Providers 2015)
PARTNERS
CORPORATE INFO
•HQ in Orange County, CA with offices in Redmond, WA, Chicago, IL, Bridgewater, NJ, Dublin, Ireland, Chennai &
Bangalore, India
•Operations across the United States, Europe (Ireland, UK, Switzerland, Belgium) & India
2

3. Presenter Information
3
Name: Vijayan Kannan
Experience:
Vijay has 15 Years of Industry and IT Experience
•Industry Experience : 6 Years as a Manufacturing and
Supply Planning Manager
•IT Experience : 9 Years in JD Edwards
Implementations, Upgrades, Maintenance, Support and
Development

4. 4
Reminder: Submitting Questions
Questions?
Please submit questions using
the questions option on the
sidebar.

5. 5
Customer Warehouse Business Case
 12+ Warehouse Locations
 6 Manufacturing Locations
 Inaccurate Inventory
 Seasonality in Demand
 Warehouse Capacity utilization
 Manual Putaway and Picking process
 Shipping the wrong orders / wrong items
 High Labor cost
 Poor Customer Service

6. Why We Are Here
Overview: JD Edwards WMS
Process: JD Edwards WMS
MANUFACTURING
PURCHASE RECEIPT
RECEIPT PUTAWAY
PRODUCTION PUTAWAY
PICKING
PACKING
SHIPPING
Case Study
WMS Dashboards
NexInfo Cloud Connectors
Q&As
6

7. JD Edwards WMS

8. JD Edwards WMS Overview
A JD Edwards warehouse management system process is generally
classified in to below three processes:
1.Put-away
2.Replenishment
3.Picking
8

9. JD Edwards WMS Overview
The general process flow should be as follows:
9
Inbound
•Purchases
•Mfg/Assembly
•Transfers
•Outside Processing
Internal Processing
•Assemble
•Storage
•Move
•Replenish
•Pick
•Pack
•Inspection
•Count
Outbound
•Customer Shipments
•Vendor Returns
•Transfers
•Outside Processing

10. Process Flows for
WMS Enablement

11. High Level Process Flow
11
CUSTOMER
SERVICE
MANUFUCTURING
&
PROCUREMENT
WAREHOUSE
SHIPPING
START
1.0
CREATE CUSTOMER
ORDER IN JDE ORDER
MANAGEMENT
2.0
MANUFACTURING
3.0
PROCUREMENT
4.0
PURCHASE
RECEIPT
5.0
RECEIPT
PUTAWAY
7.0
PICKING
8.0
PACKING
9.0
SHIPPING
RAW
MATERIALS
MRP
MRP
END
GOODS FROM PRODUCTION LINES
6.0
PRODUCTION
PUTAWAY
INTERMEDIATES
FINISHED GOODS

12. Custom Order Management Process Flow
12
REVIEW REQUIREMENT
1.1
Review the required items,
Quantity, Requested date and
Customer information
REVIEW HOLD
1.6
Review the hold and prevent
WMS to pick the sales order
STAR
T
END
IIDENTIFY SOURCE
1.2
Review the supply source for the
customer requirement and
determine the appropriate supply
branch plant.
CREATE FIRM ORDER
1.3
Create sales order
for the customer
requirement at the
appropriate supply
branch plant
ORDER
CHECK
1.4
Check the sales order
for credit hold or
other hold
RELEASE TO WMS
1.5
Release the
Sales order to WMS

13. Manufacturing Process Flow
13
PLANNING
INTERMEDIATES
FINISHED
GOODS
STAGING
STAR
T
PROCESS DEMAND
2.1
Run planning Process which generates
Planning messages / recommendations
and Process messages to create work
order for FG and Intermediates
WO SCHEDULING
2.2
Schedule WO and attach part
list to the work order
COMPLETING
WORK ORDER
2.7
Scan the barcode and
complete the work order
for the production run.
LABEL PRINT
2.6
Print the
label
REVIEW
LABEL
REQUIREMENT
2.5
Review the label
requirement for the
FG / Intermediates
PICKING
RAW MATERIAL
2.3
Pick raw material
from the JDE
suggested location
for production
ISSUE
RAWMATERIAL
2.4
Issue raw material
for the production
run
PRODUCTION
PUTAWAY
2.8
Put away the inventory into
warehouse / open yard locations
BARCODE
SYSTEM
NO LABEL REQUIRED
LABEL
REQUIRED

14. Procurement Process Flow
14
START
PROCESS DEMAND
3.1
Run planning Process
which generates
Planning messages /
recommendations and process
messages to orders
GENERATE SUPPLY
ORDERS
3.2
Process the messages to
generate purchase orders
for the supplier
PURCHASE RECEIPT
3.3
Receive the inventory into
warehouse staging area

15. Purchase Putaway Detailed Process Flow
15
PUTAWAY PROCESS
4.4
Putaway the items into
correct locations
LABEL PRINT
5.2
Print the receipt label with
item, quantity information
RM WAREHOUSE PUTAWAY
5.3
Putaway into open yard / racks /
bins with location information
START
BARCODE
SYSTEM
REVIEW
PUTAWAY LABEL
REQUIREMENT
5.1
Review the
requirement
for label
SILO PUTAWAY
5.4
Putaway the inventory with silo
location information
NO
YES

16. Production Putaway Process Flow
16
PRODUCTION
PUTAWAY
2.8
Put away the inventory
into warehouse / open
yard locations
SCAN LABEL
6.1
Scan the label to item, put away
location to transfer the item
into put away location
WAREHOUSE PUTAWAY
6.2
Scan the location to transfer the
stock into warehouse put away
location
START
BARCODE SYSTEM
BARCODE SYSTEM

17. Picking Process Flow
17
RELEASE TO WMS
1.5
Release the sales order to
WMS
APPROVE SHIPMENT
7.1
Approve the shipment for
picking the items and
freight carrier
GENERATE PICK
SUGGESTIONS
7.2
Generate the pick suggestions
using JDE WMS rules
PICK CONFIRMATION TO STAGING
7.4
Confirm the picked items using
scanning device to staging location
PICK CONFIRMATION TO
SHIPPING
7.6
Confirm the picked items using
scanning device to shipping
location
BARCODE SYSTEM
MOVE INVENTORY FOR
PACKING
7.5
Pack inventory from the
staging area
STAGING
REQUIREMENT
7.3
Review the picked
items to be staged
MOVE INVENTORY FOR
SHIPPING
7.7
Move the picked inventory into
shipping area
YES
NO
BARCODE SYSTEM

18. Packing Process Flow
18
MOVE INVENTORY FOR
PACKING
7.5
Move the picked inventory into
staging area using scanning
device
REPACK PALLET
8.1
Repack the pallet based upon
the customer jobsite requirement
in staging area using scanning
device
CREATE PACKLIST
8.2
Print pack list with the
customer jobsite
requirements and attach it
to the Pallet.
MOVE INVENTORY
8.3
Move the staged inventory into
shipping area using scanning
device
FREIGHT CARRIER
8.4
Arrange the freight carrier to
ship the items for the sales
orders
BARCODE
SYSTEM
MOVE INVENTORY FOR
SHIPPING
7.7
Move the picked inventory into
shipping area
BARCODE
SYSTEM

19. Shipping Process Flow
19
END
MOVE INVENTORY FOR
SHIPPING
7.7
Move the Picked Inventory into
Shipping Area
SHIP CONFIRMATION 9.1
Confirm the shipped items
using scanning devices to
staging location
PRINT DOCUMENTS
9.3
Print delivery note &
bill of lading for
the shipment
UPDATE FREIGHT
9.2
Update the freight related
details for the shipment
SALES UPDATE
9.5
Perform the sales update
for the shipment orders
PRINT INVOICE
9.4
Print the invoice for the
shipment
BARCODE
SYSTEM

20. Case Study

21. Objectives
21
• Understand the existing warehouse structure, location, zones
etc.
• Understand the receipt & put away process, predefined
movement rules
• Discover the pick/pack/ship process and the expectations on
the picking processes
• Discover if any replenishment needs of the warehouse
• Understand the volume of master data and its requirements
• Understand the barcoding/labelling /scanning requirement.
• Future State process definition and design
• Creation of roadmap with estimated effort and timelines
• Implemented the future state process design

22. FG process flow
Start
WO
Completions
Production staging
Full Pallet
Bags/cases
Open storage
Racks/bins
End
FG
Start
WO
Completions
Production staging
Full Pallet
Bags/cases
Open aisles in
Zone X
Racks/bins
End
Inter
Intermediate putaway process flow

23. Bulk, Pigments and other items receipt and
put away process flow
Start PO Receipts
Receiving &
QA
Full Pallet
Bags/cases
Open aisles in
Zone X
Racks/bins
End
Items
&
Pigments
Start PO Receipts
Receiving &
QA
Non Pack
Pack
Silos
Open aisle
End
RM Bulk

24. Staging and Packing Process Flow
Start
Sales Order Entry,
Confirmation and
Approval
Create Pick List
& Pick Process
Full Pallets only
Others
Load and Ship
Staging &
Packing
End
F
G
Start Staging Pick Verification
FG Items
Pack
Load
and
Ship
FG Add Lot
Details to
Label
Pick , Pack and Ship Process Flow

25. WMS Dashboards

26. Warehouse Manager’s Dashboard
26

27. Planner’s Dashboard
27

28. LPN Workbench
28

29. LPN History
29

30. 30
NexInfo Cloud Connectors
• Designed to help companies overcome business
process and application & data cloud migration
challenges
• Best fit for organizations adopting a customized
Hybrid Cloud model (cloud with on-premise
EBS, JDE, SAP)
• Connectors available for:
• Finance RECEIPT
• SCM
• WMS
• CX
• Planning Central

31. 31
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32. Contact Us
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