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7/27/2019 Warehouse Management Process Cycle
http://slidepdf.com/reader/full/warehouse-management-process-cycle 1/39
G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Create Transfer Requirement
Definition:-
Transfer Requirement indicates the details of activity to beperformed in the warehouse for any material.
It is the request to perform any movements in the warehouse.
It can be created automatically or manually.
Prerequisite:-
AuthorizationEnterprise structure setupMaterial must have warehouse views extended
Menu Path:-
Logistics Logistics Execution Internal Whse processes TransRqmt LB01 - Create
Double Click LB01
Enter warehouse number. E.g. IN6
Enter movement number. E.g. 311
Enter the requirement tracking number. E.g. 1
Optional entry:-Planned date and Transfer Priority
Click
EnterPlantStorage location
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Material numberQuantity
ClickClick
Mes sage appear at the bottom
Change Transfer Requirement
Definition:-
Transfer Requirement indicates the details of activity to beperformed in the warehouse for any material.
It is the request to perform any movements in the warehouse.
It can be created automatically or manually.
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Prerequisite:-
TR must exist
Menu Path:-
Logistics Logistics Execution Internal Whse pr ocesses TransRqmt LB02 - Change
Double Click LB02
Enter warehouse number. E.g. IN6
Enter TR number. E.g. 11
Click
Enter the source storage type if required.
Click
Double click on the item row
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
change the quantity to 6Note: -
tick t his check box if it is not to be processed any more.Other wise this will be set automatically when creating TO withreference to this TR.
set this indicator to delete the TR item.
Click to know the status of this TR
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Click Enter on the key board to get out of this screen
ClickCreate Transfer Order through TR
Definition:-
Transfer Order is the second step in moving the material in thewarehouse. Transfer order can be created with or without referenceto Transfer Requirement.
Transfer order can be created directly also.
There are more ways to create Transfer Order.
Based on
Transfer requirement (as explained in the display TR manual) Directly with No source reference. (LT01)
From stock list (LT10) - stock must be available in the interimstorage area.
Prerequisite:-
TR must exist to create TO with reference to TR.
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONMenu Path:-
Logistics Logistics Execution Internal Whse processes Stock Transfer Create Transfer Order LT01 – No source object
Double Click LT01.
Enter warehouse number. E.g. IN6
Enter requirement type and requirement number. E. g. K and 5respectively.
Enter movement type. E.g. 201
Enter material. E.g. TESTWM1
Enter quantity requested. E.g. 1
Enter plant and storage location. E.g. IND6 and RM01 respectively.
Click
Enter source storage type and storage section
Click
Note: - the storage bin will be determined automation.
Create Transfer Order through TR LIST
Definition:-
Transfer Order is the second step in moving the material in thewarehouse. Transfer order can be created with or without referenceto Transfer Requirement.
Transfer order can be created directly also.
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
There are more ways to create Transfer Order.
Based on
Transfer requirement (as explained in the display TR manual) Directly with No source reference. (LT01) From stock list (LT10) - stock must be available in the interim
storage area.
Prerequisite:-
TR must exist to create TO with reference to TR.
Menu Path:-
Logistics Logistics Execution Internal Whse processes TransRqmt Display LB11 – By Material
Double Click LB11.
Enter Material number. E.g. TESTWM1Enter warehouse number. E.g. IN6Enter Plant. E.g. IND6Enter transfer type. E.g. *
Click
Select the check box of the required transfer order.
Click
Click
Click to put away in foreground
Note: - If the storage unit is required, storage unit information hasto be maintained. In this example, it is explained with storage unit.
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Enter storage unit type. E.g. E1 in this example
Click
Note: - Destination storage type and bin will be proposedautomatically. Bin can be changed if required.
Click
Click
Create Direct Tr ansfer Order
Definition:-
Transfer Order is the second step in moving the material in thewarehouse. Transfer order can be created with or without referenceto Transfer Requirement.
Transfer order can be created directly also.
There are more ways to create Transfer Order.
Based on
Transfer requirement (as explained in the display TR manual) Directly with No source reference. (LT01) From stock list (LT10) - stock must be available in the interim
storage area.
Prerequisite:-
TR must exist to create TO with reference to TR.
Menu Path:-
7/27/2019 Warehouse Management Process Cycle
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONLogistics Logistics Execution Internal Whse processes Stock Transfer Create Transfer Order LT01 – No source object
Double Click LT01.
Enter warehouse number. E.g. IN6
Enter requirement type and requirement number. E.g. K and 5respectively.
Enter movement type. E.g. 201
Enter material. E.g. TESTWM1
Enter quantity requested. E.g. 1
Enter plant and storage location. E.g. IND6 and RM01 respectively.
Click
Enter source storage type and storage section
Click
Note: - the storage bin will be determined automaticall
Confirm Transfer Order
Definition:-
Transfer Order is the second step in moving the material in the
warehouse. Transfer order can be created with or without referenceto Transfer Requirement.
Transfer order can be confirmed manually or automatically. It ispreferred to have manual confirmation in many cases to ensure theitem is placed in the right bin.
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONPrerequisite:-
TO must exist to confirm.
Menu Path:-
Logistics Logistics Execution Internal Whse processes Stock Transfer Confirm Transfer Order LT12 – In one step
Double Click LT12.
Enter transfer order number. E.g. 4
Enter warehouse number. E.g. IN6
Click
Click
Click
Message appear at the bottom
Confirm TO created automatically
Definition:-
Transfer Order is the second step in moving the material in thewarehouse. Transfer order can be created with or without referenceto Transfer Requirement.
Transfer order can be created directly also. Transfer Orders are created automatically when making GRaccording to the configuration.
Let us try to look at the TO created when making GR and confirm it.
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONPrerequisite:-
TO must exist to confirm.
Menu Path:-
Logistics Logistics Execution Internal Whse processes Stock Transfer Display Transfer Order LT24 – By Material
Double Click LT24.
Enter warehouse number. E.g. IN6Enter Material number. E.g. TESTWM1
Select radio button
Click
Click
Click on the TO number
Through the menu path from the top Transfer Order Confirm Transfer Order
Click on item
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
In the next screen TO number will appear (this is similar to LT11transaction initial screen)
Click
Enter the actual quantity and d ifference if any.
Click
Message appear at thebottom
Cancel Transfer Order
Definition:-
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONIt is used when transferring between the stocks. E.g. moving fromQuality stock to unrestricted stock with 321 movement type.
It can be created automatically or manually.
Prerequisite:-
AuthorizationEnterprise structure setupMaterial must have warehouse views extended
Menu Path:-
Logistics Logistics Execution Int ernal Whse processes PostChange Posting Change Notice LU01 - Create
Double Click LU01 - Create
Enter warehouse number. E.g. IN6
Enter movement number. E.g. 321
ClickMaintain the entries as shown below
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONNote: - From material stock and To material stock, should bedifferent. In this case it is both as Q. Let us create it as it is we shallchange it through change mode.
Click
Click
Message appear at t he bottom
Change Posting Change
Definition:-
Posting change notice is similar to Transfer Requirement indicatesthe details of activity to be performed in the warehouse for any material.
It is used when transferring between the stocks. E.g. moving fromQuality stock to unrestricted stock with 321 movement type.
It can be changed.
Prerequisite:-
Posting change notice must exist
Menu Path:-
Logistics Logistics Execution Internal Whse processes
PostChange Posting Change Notice LU02 - ChangeDouble Click LU02 - Change
Enter warehouse number. E.g. IN6
Enter Posting change number. E.g. 1
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Click
Change the To material stock cat egory from Q to blank to indicate itis to be transferred to available stock.
Change the quantity to 6
Click
Create Material Master with warehouse
Definition:-
Every Material must be identified with a code number in SAP.Material master contains entire information related to a materialwith respect to all department in an organization.
Material master information are divided in to the different views andeach department will maintain their own information through therespective views.
Material master must contains details about warehouse if amaterials is to be managed in warehouse.
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONPrerequisite:-
AuthorizationEnterprise structure setup
Menu Path:-
Logistics Materials Management Material ma ster MaterialsCreate (General) MM01-Immediately
Note:- Material master itself is a big requiring knowledge of variousmodules. However by following this user manual one will be able tocreate the material master and go ahead.
Double Click MM01
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Enter Material E.g. TESTWM1
Select material type as Raw material with sales
Click
Select the views as shown below by clicking the grey box in the leftside
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Click Pagedown key in the key board to navigate to remaining partof the screen
Select the views as shown below
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Click
Ente r Plant, Storage location and warehouse details as shown below
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Click
Maintain the following entries as shown below in the screen shot.
Note:-Please note that the Mandatory fields are filled and displayed.
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Click
Nothing mand atory in this screen.
Click
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Note:- Purchasing value key become mandatory field with theconfiguration setting.
Maintain 1 in the purchasing value key.
Click
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Click
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Click
Click
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Note: - No mandatory ent ries in MRP4 view
Click
Note: - Tick the Batch management check box to activate batchmanagement to this material
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Click
Note: - No mandatory entries in Storage 1 and 2
Click
Note: - Maintain the stock removal, stock placement storage type if required in the material master
Maintain storage section if required.
Click
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Click
Click
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Note:- No mandatory entries in Accounting2 view
Click
Note: - Ensure to tick the check boxes . This is relatedto product costing.
Click
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Note:- No mandatory entrie s in costing2 view
Click
Click
Message will appear at the bottom
Block Bin
Definition:-
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Storage bin in a warehouse can be blocked from usage.
Let us block few bins from storage.
Prerequisite:-
Bins must be created
Menu Path:-
Logistics Logistics Execution Internal Whse processes Binsand Stock Block LS06 - Storage Bin Selection
Double Click LS06
Enter warehouse number. E.g. IN6
Enter storage type. E.g. 011
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Click
Select the bins as shown
Click to block and to unblock if blocked.
Enter the block and blocking reason
Click
Storage bin will be displayed as shown below
Click
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Bin Stock per material – LX24
Definition:-
This report is used to display the bins and its stock in a given warehouse for a given material.
Let us try to look at the report for IN6 and for mater ial TESTWM1.
Prerequisite:-
Stock must be available.
Menu Path:-
Logistics Logistics Execution Internal Whse processes Binsand Stock Display LX24 – Bin Stock per Material
Double click LX24
Enter warehouse number. E.g. IN6Enter Material. E.g. TEST@M1Enter Plant. E.g. IND6
Click
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Note: - By changi ng layout, many fields can be displayed.
Click till main report screen is reached
Bin Status Report – LX03
Definition:-
This report is used to display the status of bins and its stock in a
given ware house.Let us try to look at the report for IN6 and storage type 001.
Prerequisite:-
TO must exist
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Menu Path:-
Logistics Logistics Execution Internal Whse processes Bins
and Stock Display LX03 – Bin Status Report
Double click LX03
Enter warehouse number. E.g. IN6
Click
Note: - More information can be displayed by changing the layout.
Click to change the display layout
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Choose the field fr om the right side
Click to move it to left side to display
Click
Click to reach the main report screen
Empty Storage Bins – LX01
Definition:-
This report is used to display the list of empty bins in a given warehouse along with any blocking reasons. It provides the list for acombination of warehouse and storage type.
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONLet us try to look at the report for IN6 and storage type 001.
Prerequisite:-
TO must exist
Menu Path:-
Logistics Logistics Execution Internal Whse processes Binsand Stock Display LX01 – List of Empty Storage bins
Double click LX01
Enter warehouse number. E.g. IN6Enter storage type. E.g. 001
Click
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
Click to reach the main report screenEmpty Storage Bins – LS04
Definition:-
This report is used to display the list of empty bins in a given warehouse. It provides the list for a combination of warehouse andstorage type.
Let us try to look at the report for IN6 and storage typ e 001.
Prerequisite:-
TO must exist
Menu Path:-
Logistics Logistics Execution Internal Whse processes Binsand Stock Display LS04 – Empty Storage bins
Double click LS04
Enter warehouse number. E.g. IN6Enter storage type. E.g. 001
Click
Double click on the desired bin to look at the details
Click to reach the main report screen
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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION
AUTHORG.V.SHIVAKKUMAR