P27 Edit configuration

An individual branch in IMMS system can have a number of associated branch configurations, which define float memberships, secondary sorting groups, item groupings, and the pick order sequence. The configurations can be activated as needed. This page makes it possible to edit a branch configuration before activating it. The hierarchy of the page is provided below:


MAIN PAGE (P27): Edit configuration

At the top of the page is a row of fields that apply to the overall configuration:

Element Description
Branch field Name of the branch the configuration belongs to
Field with configuration name + “Select” button The name of the configuration and a “Select” button that opens the “Edit configuration name” dialog box, where the configuration can be renamed.
Status field The status of the configuration. Can be “Historical”, “Active”, or “Draft”.
If a configuration with the status of “Historical” or “Active” is opened, it cannot be edited

The page also includes the following tabs:

The tabs are documented below.


TAB #1 on the “Edit Configuration” page: Float memberships

The float memberships of the branch configuration can be seen and edited using this tab.

Read more about float.

Element Description
Search field Only float groups matching the search criteria entered are displayed in the table
“Show all” checkbox If this is checked, all existing combinations of float codes and department types are displayed. Otherwise, only those combinations that can be used for the selected branch configuration are shown.
Table of float memberships The following information is shown in the table
  • Float code
  • Float code name
  • Description
  • Department type (“Children” or “Adult”)
  • Whether the branch is a member of the float group
  • The department that items of this float group are assigned to when they are at this branch. If no department is selected, <No change of department> is displayed
The table can be sorted by the contents of the “Code” or “Name” columns. Sorting is enabled by clicking on the specific column name you would like to sort by.
User with editing permissions
“Edit” button Shows the “Enter details about the float membership” dialog box, showing detailed information about the selected float membership, where the information can be edited
User without editing permissions
“Show” button Shows the “Enter details about the float membership” dialog box, showing detailed information about the selected float membership, but the information cannot be edited

TAB #2 on the “Edit Configuration” page: Secondary sorting groups

This tab page allows you to view and edit the branch configuration’s secondary sorting groups.

Element Description
Search field Only secondary sorting groups matching the search criteria entered are displayed in the table
Table of secondary sorting groups An overview with names of the secondary sorting groups are displayed on this screen, and the overview can be sorted by clicking on the column name.
User with editing permissions
“Edit” button Shows the “Enter details about the secondary sorting group” dialog box, showing detailed information about the selected secondary sorting group, where the information can be edited
“Create” button Displays an empty “Enter details about the secondary sorting group” dialog box to allow you to create a new secondary sorting group
“Delete” button Deletes the selected secondary sorting group
User without editing permissions
“Show” button Shows the “Enter details about the secondary sorting group” dialog box, showing detailed information about the selected secondary sorting group, but the information cannot be edited

TAB #3 on the “Edit Configuration” page: Item groupings

This tab page allows you to view and edit the branch configuration’s item groupings.

Element Description
Search field Only item groupings matching the search criteria entered are displayed in the table
Table of item groupings The following information is shown in the table
  • Location
  • Name
  • Minimum stock
  • Maximum stock
  • Closed
  • Description
  • Last changed
The table can be sorted by the contents of all columns. Sorting is enabled by clicking on the specific column name you would like to sort by.
User with editing permissions
“Edit” button Displays the “Enter details about the item grouping” dialog box, showing detailed information about the selected item grouping, where the information can be edited
“Create” button Opens an empty “Enter details about the item grouping” dialog box, showing detailed information about the selected item grouping, where the information can be edited
“Copy from...” button Displays the “Copy from item grouping” dialog box, where you can select an existing item grouping you would like to copy to the applicable branch configuration that you are working on.
“Delete” button Deletes the selected item grouping
User without editing permissions
“Show” button Displays the “Enter details about the item grouping” dialog box, showing detailed information about the selected item grouping, but the information cannot be edited

TAB #4 on the “Edit Configuration” page: Pick order sequence

This tab page allows you to view and edit the pick order sequence for placements at the branch.

Element Description
Tree structure showing the pick order sequence The pick order sequence for a branch is arranged in a hierarchy and shown in a tree structure. An example of a hierarchy is provided in the following example:
  • ▶ Zone "Ground floor"
  •  ▷ Bookshelf 4
  •   ▶ Subject 3
  •    ▷ Shelf 1
  •    ▷ Crime A-F
  •    ▷ Crime G-H
  •    ▷ ...
  •   ▶ ...
  •  ▷ Bookshelf 11
  •  ▷ ...
  • ▶ ...
Each location in the hierarchy is represented by one of the icons below, which illustrates one of 2 options for the active configuration:
Usage:
- When the location is associated with an item grouping. In this case, the name of the item grouping is shown - see the more detailed description in the pick order sequence.
Usage type:
- When the location is not associated with an item grouping. In this case, the name of the location is shown - see the more detailed description in the pick order sequence.
  •  <Not directly used>
  •  Item grouping
  •  Chaotic - Holds shelf
  •  Chaotic - Exhibition
  •  Chaotic - Storage
  •  No associated item grouping
User with editing permissions
“Edit” button Displays the “Edit the pick order sequence” dialog box, where the pick order sequence can be edited
User without editing permissions
“Show” button Displays the “Edit the pick order sequence” dialog box, but the pick order sequence cannot be edited

DIALOG BOX (P27.1): Edit float membership

This dialog box is used to edit a float membership.

Read more about float.

Element Description
Code field Unique code from the LMS to identify the float membership. The code cannot be changed here.
Name field Specifies the name of the float group. The name cannot be changed here.
Picklist for selecting a department type The department type to be associated with the selected float code is selected here.
“Branch is a member” checkbox If the branch needs to be a member of the specific float group, this field must be checked
Picklist for selecting a department The department that items of this float group are assigned to when they are at this branch. If the float code indicates that change of department is not used, a department cannot be selected. In contrast, if the float code uses change of department, then a department must be selected.

DIALOG BOX (P27.2): Enter details about the secondary sorting group

This dialog box is used both for editing an existing secondary sorting group and creating a new one.

Element Description
Name field Name of the secondary sorting group

DIALOG BOX (P27.3): Enter details about the item grouping

This dialog box is used both for editing an existing item grouping and creating a new item grouping. If needed, refer to the examples and the “Planning the configuration of the item groupings” guide.

General information:

Element Description
Name field Name of the item grouping
Picklist of secondary sorting groups Indicates which secondary sorting group the items of an item grouping need to use, e.g., “Adult”
“Priority as a depot” checkbox Indicates which placement type must be used for the item grouping. If this checkbox is checked, “Item grouping - depot” is used; otherwise, “Item grouping - non-depot” is used. The placement type is used for the calculation of pick lists.
Field for minimum stock + checkbox Specifies the minimum stock as a percentage (meter-min%) for the item grouping.
If you would like to specify a value, then this checkbox must be ticked. If the checkbox is not ticked, then the default value set by the “Default meter-min” parameter at either the branch or system level is used.
Field for maximum stock + checkbox Specifies the maximum stock as a percentage (meter-max%) for the item grouping.
If you would like to specify a value, then this checkbox must be ticked. If the checkbox is not ticked, then the default value set by the “Default meter-max” parameter at either the branch or system level is used.
“Auto-replenish in the event of a low stock level” checkbox Indicates whether auto-replenish in the event of a low stock level has been enabled for the item grouping.
“Target percentage” + checkbox Specifies the target percentage that the automatic replenishment uses.
If you would like to specify a value, then this checkbox must be ticked. If the checkbox is not ticked, then the default value set by the “Auto-replenish target pct” parameter at either the branch or system level is used.
“Sort according to the order of definitions” checkbox Indicates whether the items are picked sorted according to the order of the definitions.
If more than one definition applies to an item, then the first one shall apply. Read more about the pick order sequence.
“Sort according to the classification” checkbox Indicates whether the items are picked sorted according to their classification. The field is disabled when definitions have been added to the item grouping. Read more about the pick order sequence.
“Separate fixed/float” checkbox
Enables/disables separate control of fixed/floating items within the item grouping
Fixed item percentage
Specifies the % share of an item grouping’s capacity reserved for items with a fixed relationship to the branch. The remainder of the capacity (up to 100%) is reserved for floating items
“Closed” checkbox
Indicates whether the item grouping is closed.
A closed item grouping will not be assigned items by the intelligent distribution algorithm. However, the “Sort fixed items to closed item groupings” parameter overrides this and will cause fixed items to nonetheless be assigned to an item grouping.

Copy min/max for classification groups:

Element Description
Table of classification groups The values of copy min/max for the various classification groups are shown here.

The following information is displayed in the table:

  • Group
  • Copy min
  • Copy max
Fields for specifying copy-min and copy-max
Copy-min and copy-max can be changed for all classification groups simultaneously. A checkbox has been placed next to the input fields. If the checkboxes are not ticked, no changes are made. If they are ticked, new values can be entered.

PLEASE NOTE: All 8 of the default values for copy-min and copy-max, respectively, will be set for the applicable item grouping when a value is entered in the field. The table’s values are not changed since they specify default values. If one or more values are entered in any of the input fields, they are used for the applicable item grouping regardless of the values in the table.
Associated locations
Table of locations The table shows the locations that have been associated with the item grouping.

The following information is displayed in the table:

  • Location
  • Capacity
The table can be sorted by location by clicking on the column name.
User with editing permissions
“Add” button Opens the “Select a location” dialog box to allow you to select the location where an item grouping is to be added.
“Remove” button Deletes the selected location from the item grouping
User without editing permissions
No permissions

Definitions of the content of an item grouping:

Element Description
Table with definitions of the content of an item grouping The following information is shown in the table
  • Row number
  • Level
  • Department
  • Location
  • Sub-location
  • Item collection
  • Item type
  • Classification or alphabetical range*
  • Copy-min for the definition
  • Copy-max for the definition
  • Current stock (updated by clicking the “Calculate” button)
    When running the calculation, you can hold your mouse over the cells to show the quantity of stock for a specific definition.
* The classification column is displayed if the “Sort by classification” checkbox is ticked. In contrast, the “Alphabetical range” column is displayed if the checkbox is not ticked.
User with editing permissions
“Edit” button Displays the “Enter details about the definition” dialog box, showing detailed information about the selected definition, where the information can be edited
“Create” button Opens an empty “Enter details about the definition” dialog box to allow you to create a new definition
“Copy” button Creates a copy of the selected item definition
“Delete” button Deletes the selected definition
“Move up” button and “Move down” button Moves the selected definition either up or down in the overview of priorities
User without editing permissions
“Show” button Displays the “Enter details about the definition” dialog box, showing detailed information about the selected definition, but the information cannot be edited

Description of the item grouping:

Element Description
Description field A short description of the specific item grouping can be attached here

Overview of capacity and levels of stock:

Element Description
Overall capacity field Specifies the overall capacity of the item grouping in cm. The figure is the sum of the capacities from the table of locations. The value can be updated by clicking the “Calculate” button.
Field for minimum stock Specifies the minimum capacity for the item grouping in cm - i.e., the stock’s min% multiplied by the capacity. The value can be updated by clicking the “Calculate” button and will be marked in red if the current stock is less than the minimum stock.
Field for maximum stock Specifies the maximum capacity for the item grouping in cm - i.e., the stock’s max% multiplied by the capacity. The value can be updated by clicking the “Calculate” button and will be marked in red if the current stock exceeds the maximum stock.
Current stock field Indicates the current stock of the item grouping in cm. The value can be updated by clicking the “Calculate” button.
“Calculate” button Calculates the current stock of the item grouping.
Please note: This takes a fair amount of time. When the calculation is running, you can hold your mouse over the cells of the “Inv. (cm)” column in the table of definitions to show the quantity of stock for a specific definition.
Please note: The calculation also takes into account the fact that other item groupings in the configuration may have definitions at higher levels. Items that match these other item groupings in this way are removed from the result of the calculations that is displayed.

DIALOG BOX (P27.4): Edit the pick order sequence

Element Description
Tree structure of placements The branch’s placements are arranged in a hierarchy and are displayed in a tree structure, which also shows the overall pick order sequence.

An example of a placement hierarchy is provided in the following example:

  • ▶ Zone "Ground floor"
  •  ▷ Bookshelf 4
  •   ▶ Subject 3
  •    ▷ Shelf 1
  •    ▷ Crime A-F
  •    ▷ Crime G-H
  •    ▷ ...
  •   ▶ ...
  •  ▷ Bookshelf 11
  •  ▷ ...
  • ▶ ...
An icon is displayed next to each node of the hierarchy to identify the type of location:
  •  <Not directly used>
  •  Item grouping
  •  Chaotic - Holds shelf
  •  Chaotic - Exhibition
  •  Chaotic - Storage
  •  No associated item grouping
“Move up” button and “Move down” button Moves the selected location either up or down in the pick order sequence

DIALOG BOX (P27.5): Select a location

Element Description
Search field The location tree is “pruned” so that it only contains elements that match the entered search string
Tree structure of locations The locations at a branch are arranged in a hierarchy and are shown in a tree structure. The location to be added to the item grouping is highlighted in the tree diagram. An example of a hierarchy is provided in the following example:
  • ▶ Zone "Ground floor"
  •  ▷ Bookshelf 4
  •   ▶ Subject 3
  •    ▷ Shelf 1
  •    ▷ Shelf 2
  •    ▷ ...
  •   ▶ ...
  •  ▷ Bookshelf 11
  •  ▷ ...
  • ▶ ...
An icon is displayed next to each node of the hierarchy to identify the type of location:
  •  <Not directly used>
  •  Item grouping
  •  Chaotic - Holds shelf
  •  Chaotic - Exhibition
  •  Chaotic - Storage
Icons with an “X” (, , , , ) indicate that the location cannot be used. One of the locations can be selected with a usage type of “Item grouping” or “<Not directly used>”, but only locations that are not yet associated with an item grouping in this configuration.
Situations may occur where a particular location cannot be selected but locations farther down can be selected. In such cases, an arrow will be displayed to the left of the name of the location, making it possible to expand the location. If there are no locations that can be selected farther down, this arrow will not appear.
If the location is associated with an item grouping, the name of the item grouping is shown in parentheses.

DIALOG BOX (P27.6): Enter details about the definition

This dialog box is used both for editing an existing definition and creating a new definition. For the picklists, you can only select known (and active) values from the LMS or “*”. The asterisk means that the field does place any limitations on the items of an item grouping.

Element Description
Picklist of levels Selection of a level from 0 to 14
Picklist of departments Specifies the department for the definition.
Picklist of locations Specifies the location for the definition. When a new definition is created, it is set at the specific value of “<> <blank”
Picklist of sub-locations Specifies the sub-location for the definition. When a new definition is created, it is set at the specific value of “<> <blank”
Picklist of item collections Specifies the item collection for the definition. When a new definition is created, it is set at the specific value of “<> <blank”
Picklist with item types Specifies the item type for the definition.
Classification and alphabetical range*
(*Is only displayed if the “Sort by classification” checkbox is ticked on the Enter details about the item grouping screen)
Four fields (start of classification, start of alphabetization, end of classification, and end of alphabetization). As a rule, the fields are filled out using the value “*”, which means that no limits are set for either classification or alphabetization.

Refer otherwise to the description of the concept of ranges.
Alphabetical range Two fields represent the alphabetical range and these can be filled in as follows
  • No limitations - both fields are left blank
  • One single value - only the first field is filled in
  • A range - both fields are filled in
Refer otherwise to the description of the concept of ranges.
Copy-min field Specifies the copy-min for the definition
Copy-max field Specifies the copy-max for the definition

DIALOG BOX (P27.7): Edit configuration name

Element Description
Name field Specifies the name of the specific configuration

DIALOG BOX (P27.8): Copy from item grouping

This dialog box is used to select an existing item grouping you would like to copy to the applicable branch configuration that you are working on.

A branch must be selected before it is possible to select a configuration and an item grouping from the picklists.

Once you have selected a branch, the active configuration of that branch and its item groupings are pulled up by default.

Element Description
Picklist of branches The branch to search for can be specified here.
Once a branch is selected, the active branch configuration and its item groupings are pulled up.
Picklist of configurations A configuration for the selected branch can be specified here.
If no configurations are associated with the branch, then the message “Empty branch configuration” appears and it will not be possible to select a configuration or item grouping.
Picklist of item groupings The item grouping you would like to copy from the selected branch/configuration can be specified here.
If no item groupings have been created for the applicable branch/configuration, it is not possible to select an item grouping.
“OK” button The button is only enabled if you have selected a branch, a configuration, and an item grouping to copy.
Clicking on an enabled “OK” button opens the Enter details about the item grouping dialog box, where you can specify the item grouping’s values and create the item grouping.