Case Study: Real-Time Order and Material Synchronization

Industry

Construction, heavy equipment/machinery

Size

Small to midsize

Integrations

Data Push, Data Pull, Variance

Background

A Canadian manufacturer of custom-built heavy equipment for construction and landscaping industries utilizes a warehouse equipped with two Vertical Lift Modules (VLMs) managed by the Power Pick Warehouse Management System (WMS). Their primary operational goal was to ensure an automatic and accurate flow of data between Priority, their Enterprise Resource Planning (ERP), and Power Pick. This synchronization is critical for custom manufacturing orders and parts fulfillment.

The Challenge: Complex Order and Material Data

The manufacturer’s business involves complex and distinct order types, primarily categorized as Job Assemblies (custom manufacturing orders) and Stock Orders (standard inventory fulfillment), with Power Pick orders often containing a combination of both. 

This complexity, combined with the need to handle a variety of parts, meant their manual and piecemeal processes risked significant data inconsistencies and operational delays. They required a solution to automatically manage the entire lifecycle of an order and its associated materials.

The Solution: Seamless Data Retrieval with ItemPath Data Pull

The ItemPath Data Pull tool was implemented to automatically fetch, transform, and map critical order and material data from the Priority ERP directly into the Power Pick WMS. By configuring multiple dedicated Data Pull integrations, the solution established seamless data retrieval, eliminating manual data entry, reducing potential for human error, and ensuring real-time synchronization across all mission-critical systems.

The solution automated critical data flows, establishing reliable and efficient processes for core warehouse functions:

  • Order Creation: New sales and work orders, including the complex Job Assemblies and Stock Orders, are automatically imported and created in Power Pick, making them instantly available for picking and fulfillment.
  • Material Creation: A dedicated integration was configured to automatically import and add new materials that were missing from the item master in Power Pick, ensuring all necessary components for manufacturing and sales are accurately tracked.
  • Order Deletion and Reallocation: The continuous, automatic data synchronization instantly handles changes made in the ERP. For instance, a change in the ERP that triggers a material reallocation for an active order, or an update that results in an effective order deletion (cancellation), is immediately reflected in Power Pick. This prevents operators from picking parts for cancelled orders and ensures materials are correctly reserved, significantly reducing picking errors.

The Results: Streamlined Operations

By leveraging a cloud-hosted environment and automated data syncing, we eliminated manual errors and ensured high data integrity. From solving intricate order categorization to proactively optimizing server performance, our solution prioritized system stability and responsive support to keep operations running at peak efficiency.

1

Responsive Support

The customer highlighted the effectiveness and timeliness of ItemPath's support team, crucial for maintaining operational continuity.

2

High Data Integrity

The complex requirement of distinguishing between Job Assemblies and Stock Orders was solved using advanced mapping to correctly categorize and prioritize orders within Power Pick. The entire system operates on a Cloud-hosted ItemPath solution, leveraging a dedicated Test Environment to ensure stability and continuous development without impacting live operations.

3

Automated Master Data

The automatic Material Creation integration ensures that the material master data in Power Pick is always current with the ERP, eliminating the risk of orders failing due to missing item records. ItemPath is designed to handle nuanced business logic, successfully managing and tracking the complexity of orders.

4

Proactive Problem Solving

The initial challenge of strained SQL servers (within the ERP environment) during large data imports was proactively improved through ItemPath’s system enhancements, demonstrating a commitment to optimizing performance.

Better Categorization

Advanced mapping improved the ability to correctly categorize and prioritize orders within Power Pick.

Accurate Material Reallocation

Picking errors were greatly reduced due to immediate data sync.

Conclusion

By leveraging ItemPath's powerful Data Pull capabilities, the heavy equipment manufacturer successfully automated and streamlined their complex data workflows and achieved reliable, real-time synchronization between their Priority ERP and Power Pick WMS. ItemPath provided a tailored, scalable solution that managed the intricate logic required for their specific business rules and order types, ensuring high data integrity and significantly enhancing operational efficiency across their entire inventory and fulfillment process.

Supercharge your storage

Wondering which applications are right for you? We can help.