Warehouse Manual

Warehouse Procedures Manual

Version 7.2.0February 1999

Document Number WHP-72UN

Supply Chain

Lawson Software, Inc., believes that the information described in this manual is accurate and reliable, and much care has been taken in its preparation. However, no responsibility, financial or otherwise, can be accepted for any consequences arising out of the use of this material, including loss of profit and indirect, special, or consequential damages. No warranties extend beyond the program specification.

The customer should exercise care to assure that use of the software and related documentation is in full compliance with the laws, rules, and regulations of the jurisdictions in which it is used.

These materials are confidential unpublished works of Lawson Software, Inc. Contents of this publication are copyrighted and cannot be reproduced in any form without the written permission of Lawson Software, Inc. The information contained herein is subject to change. Revisions may be issued from time to time, and Lawson Software, Inc., assumes no responsibility to advise customers of changes or additions.

All brand or product names mentioned herein are trademarks or registered trademarks of Lawson Software, Inc., or the respective trademark owners.

2002 Lawson Software, Inc.All rights reservedPrinted in the United States of America

Warehouse Procedures ManualVersion 7.2.0

Contents iii

Warehouse Procedures Manual

Contents

Introduction viiBefore You Start ................................................................ viiiHow This Manual Is Organized .......................................... viiiLawson Software Documentation ........................................ ix

Documentation Short Names ........................................ ixApplications ....................................................................xEnvironment ..................................................................xiTraining Materials ..........................................................xi

Lawson Software Documentation Standards ...................... xiiKey Names ................................................................... xiiTerminology ................................................................ xiii

Lawson Software Support .................................................. xivLawson Software Help Line .........................................xvLawson Software Fax Number .....................................xvLawson Software Documentation Internet Mail Address xv

Chapter 1: Considerations Before Setup 17Warehouse Terms ............................................................. 17Required Setup .................................................................. 18

General Ledger Setup ................................................. 18Inventory Control Setup .............................................. 18

Inventory Control Setup that Affects Warehouse ............... 19Allocation Method ........................................................ 19Allocation Sequence ................................................... 20Allocation Formula ...................................................... 21Comment Types .......................................................... 22

Billing Setup that Affects Warehouse ................................ 23Route Delivery ............................................................. 23Allocation Date ............................................................ 23

Order Entry Setup that Affects Warehouse ....................... 24Accounts Receivable Setup that Affects Warehouse ........ 24

iv Contents Warehouse Procedures ManualVersion 7.2.0

Order Processing .........................................................24Requisition Processing ................................................25

Drill Around Security ...........................................................26

Chapter 2: Setup 27Defining Process Types .....................................................27Defining Shipping Methods ................................................28Converting Non-Lawson Shipments ...................................29

Converting Shipments .................................................30

Chapter 3: Procedures 33Processing Orders ..............................................................34

Processing Steps .........................................................34Processing Flowchart ..................................................35

Processing Requisitions .....................................................36Processing Steps .........................................................36Processing Flowchart ..................................................37

Allocating Inventory ............................................................38Allocating in Batch Mode .............................................38Allocating in Online Mode ............................................42

Printing the Pick List ...........................................................45Creating the Pick List ...................................................46Creating the Bulk Pick List ...........................................47Making Changes After Printing ....................................47

Performing Picking Feedback ............................................48Performing Online Picking Feedback ..........................49Performing Batch Picking Feedback ............................51Interfacing Picking Feedback .......................................52Overpicking Line Quantities .........................................52Merging Shipments ......................................................53

Performing Packing Feedback ...........................................54Performing Online Packing Feedback .........................55Performing Batch Packing Feedback ..........................57Interfacing Packing Feedback .....................................57Overpacking Line Quantities ........................................58Merging Shipments ......................................................59

Performing Shipping Feedback ..........................................60Performing Online Shipping Feedback ........................61Performing Batch Shipping Feedback .........................63Interfacing Shipping Feedback ....................................64


Contents v

Overshipping Line Quantities ...................................... 64Merging Shipments ..................................................... 64

Performing Detail Feedback .............................................. 66Setting Up in Inventory Control ................................... 66Assigning Details in Warehouse ................................. 67Preassigning Details ................................................... 68Manually Assigning Details ......................................... 69Automatically Assigning Details .................................. 70

Releasing Shipments ......................................................... 70Processing Backorders ...................................................... 72Processing Proof of Delivery Orders ................................. 73

Setting Up ................................................................... 73Processing Orders ...................................................... 74

Tracking MSDS Forms ...................................................... 75Creating Bills of Lading ...................................................... 76

Defining Bills of Lading for Shipments ........................ 76Adding BOLs During Feedback ................................... 77Performing Shipping Feedback Across Shipments ..... 78Sharing Freight Charges in a Bill of Lading ................. 78

Processing Future Orders .................................................. 79Processing Kits .................................................................. 80

Using Finished Goods ................................................. 80Using Make-to-Order Kits ............................................ 81Preassigning Details for Component Items ................. 81Processing Make-to-Order Kits ................................... 82Assigning Details to Kit Components .......................... 84

Processing Documents with Catch Weight Items .............. 85Using Units of Measure ............................................... 85Processing with Catch Weights ................................... 86

Delivering Orders by Route ............................................... 88Assigning Routes ........................................................ 88Adjusting Routes ......................................................... 89Processing Orders by Route ....................................... 90Changing and Deleting Stops ..................................... 91Deleting Orders on a Stop ........................................... 92Transferring Stops ....................................................... 92Transferring Orders ..................................................... 93

Chapter 4: System Logic 95Shipment Status Codes ..................................................... 95Allocation Hierarchy ........................................................... 96

vi Contents Warehouse Procedures ManualVersion 7.2.0

Orders ..........................................................................96Requisitions .................................................................97

Future Days Calculation .....................................................97Shipment Backordered or Voided Service .........................99System-Assigned Routes .................................................100

Route Defaults ...........................................................100Delivery Day Change .................................................100

Program Numbering .........................................................101

Appendix A: System Programs 103Programs Listed by Function ............................................103

System Setup ............................................................103Allocation ...................................................................103Pick Lists ....................................................................104Feedback ...................................................................104Shipments ..................................................................106Processing Orders by Route ......................................106Bills of Lading ............................................................106Conversion Program ..................................................107Additional Listings and Reports .................................107

List of Forms and Subforms .............................................108

Appendix B: Typical Questions 111

Glossary 113

Index 123

~ END OF THIS SECTION ~


Introduction vii

Introduction

The LAWSON INSIGHT II Warehouse system is a software package that creates and processes shipments for orders and requisitions.

The following are some of the major features and benefits of the Warehouse system.

Companies who use external (non-Lawson) systems to create orders and requisitions can use the Warehouse system to process their documents.

Process types determine which shipment processing steps are required for orders and requisitions.

Quantities for inventoried items are easily visible, including stock-on-hand, on order, allocated, backordered, and on-hold quantities.

You can assign allocation priority to items and allocate part of a document line.

Feedback to the system is done by batch, shipment, or bin sequence.

Kit components can be tracked by bin, lot, serial number, and multiple unit of measure.

Lawson recommends that you read the following before continuing.

If you create Read the

Orders Order Entry Procedures Manual

Requisitions Requisitions Procedures Manual

Before You Start

viii Introduction Warehouse Procedures ManualVersion 7.2.0

Before You StartThe LAWSON INSIGHT II Environment is the environment under which all Lawson applications run. It provides the features you use to perform your daily tasks. The LAWSON INSIGHT II Desktop Client provides the user interface for the Environment and applications. You can work in a character-based or Windows desktop environment.

If you are not familiar with the Desktop Client, read the Getting Started with the Desktop Client manual (Desktop Client Getting Started) for your hardware environment. Desktop Client Getting Started offers a simple approach to learning environment and applications features. It introduces basic concepts, important terms, and instructions in an easy-to-follow format.

How This Manual Is OrganizedThe Warehouse Procedures Manual covers presystem setup, everyday processing, and typical warehouse procedures. For more comprehensive learning, Lawson Software recommends that you use the online help text along with this manual.This manual has four chapters, two appendixes, and a glossary.Chapter 1, Considerations Before Setup, includes information you need to know before using this application.Chapter 2, Setup, gives instructions for setting up this application.

Chapter 3, Procedures, gives instructions for typical procedures you perform on a regular basis.Chapter 4, System Logic, gives detailed information about how this application works.

Appendix A, System Programs, lists all the programs in this application both by function and by form ID.

Appendix B, Typical Questions, answers some common questions about this application.

To get online help for a specific form or field, press Help (F1) from that form or field.


Introduction ix

Lawson Software Documentation

Lawson Software DocumentationDocumentation for LAWSON INSIGHT II applications covers the following areas: Applications

Environment

Training MaterialsAll products can use the following documentation: Online help offers information about menu options, forms,

fields, and so on. Online help is available wherever you see Help (F1). For more information, see Getting Help in the Desktop Client Getting Started manual for your hardware environment.

Most Lawson Software documentation is available as an online book. These books are accessible from the Desktop Help menu. From the Help menu, choose an online book.

Context-sensitive Windows help is available if you choose the Help button in the dialog box that you access from the menu bar command. These help topics provide you with information about how to correctly use each of the options in the dialog box. You can also access each of the context-sensitive help categories from the pull-down help menu.

Documentation Short NamesWhen an Environment manual is referred to from another manual, a short name is used. For example, Getting Started with the Desktop Client manual is referred to in an application procedures manual as Desktop Client Getting Started.In this introduction, you can find the short name of each Environment manual immediately after its full title.


x Introduction Warehouse Procedures ManualVersion 7.2.0

Applications The application Procedures Manual is a how-to guide for

learning all the functions in an application. This manual covers what to consider before you set up your application, setup procedures, typical procedures, and system logic. Use this manual with online help text for a complete explanation of a process.

The application Conversion Workbook is a users guide for the data conversion process. Conversion workbooks are written for new Lawson clients that are converting from a non-Lawson system to a Lawson application system. The conversion workbooks explain considerations for data conversion, include diagrams illustrating the conversion process, and provide detailed instructions for converting data. Conversion workbooks are available on the Lawson client Internet site. Contact your account representative for the URL address.

Application online help text gives you quick access to detailed information about a form, a field, program file usage, or the data files in an application. Choose Help (F1) to view the help text.

See the Desktop Client Getting Started manual for your hardware environment for more information.

User Text gives you information on using forms and form fields.

Data File Text gives you information on what data files contain and lists the updated and referenced programs by data file.

Technical Text lists the updated and referenced files by program.


Introduction xi


Environment Getting Started with the Desktop Client (Desktop Client

Getting Started) explains the basic operation and standard features of the Environment and applications. This manual describes standard user interface components such as menus, forms, and dialog boxes; and basic procedures for working with online data and reports. This manual also explains how to install the Desktop Client and describes Desktop Tabs, a toolbar that users can customize to automate applications that can run on the Windows desktop. If you are new to the Desktop Client and Lawson applications, read this manual first.

Getting Started with the Desktop Client Quick Reference Card (Desktop Client Getting Started Quick Reference) is an easy-to-use reference card to guide you in your daily work. This card explains some of the common features of the Environment and applications.

Training Materials The application Training Manual includes information you

need to learn the basics of an application system. Use this manual with the application procedures manual.

The Lawson Trainer Catalog contains course schedules and descriptions for the Environment, Desktop Client, and applications classes.

You can view the current training schedule and course catalog at our World Wide Web site at the following address.

To obtain a password or request a specific password, contact [email protected]

World Wide Web site: http://www.lawson.com

Lawson Software Documentation Standards

xii Introduction Warehouse Procedures ManualVersion 7.2.0

Lawson Software Documentation StandardsLawson Software uses the following character styles in its documentation.

Key NamesBecause different keyboards can have different key names, your keyboard key names might not match those used in Lawson Software documentation. For example, if the instructions say Choose OK, and your keyboard does not have an OK key, press the key that is mapped as the OK key on your keyboard (for example, the F12 key or the Enter key).

This Represents

bold A key name or a function key name. For example, Shift is a key name and Help (F1) is a function key name.A value or command that you must type exactly as it appears. For example, if the instructions say Type A, type the bolded letters exactly as written, then press Enter.

italics A placeholder for a user-defined value. For example, lapm productline PO20.1.Important information that requires your attention.A manual title.

(F1)(F24) A function key number. For example, if the instructions say Press Help (F1), press the key(s) mapped for the (F1) function key on your keyboard.

Key1+Key2 A plus sign between key names instructs you to press and hold down the first key, then press the second key. For example, Press Shift+FndNxt (F3) instructs you to press and hold down the Shift key, then press the FndNxt (F3) function key. Release both keys to complete the action.


Introduction xiii

Lawson Software Documentation Standards

If you use the Desktop Client, press Alt+K to display your keyboard mapping on the terminal screen. If you use a third-party emulator, see the documentation for the package you use.

TerminologyLawson Software uses several terms in its documentation that have a precise meaning. The following table defines these terms.

Term Meaning

choose Start a process, for example, open a form or a subform.If you use Windows-based applications, you choose an option by pointing to the option and double-clicking the left mouse button or pressing the equivalent accelerator keys.If you use character-based applications, you choose an option by putting the light bar on the option and pressing Mark or OK. In some cases, you can choose an option by typing the letter next to the option.For complete information, see the Desktop Client Getting Started manual for your hardware environment.

define In a form or subform, type data in the fields required to complete the form or subform, and choose OK to send the data.In some fields, you must choose Define to open the form or subform where you can define the field value.

OK Accept or send the data. For example, choosing OK after typing data on an online form saves the data and updates the database.In character-based applications, the key(s) mapped for the OK key is hardware-dependent.

run Send data for processing. Depending on your hardware, you can press different keys to perform this task.

Lawson Software Support

xiv Introduction Warehouse Procedures ManualVersion 7.2.0

Lawson Software SupportIf you have questions after using Lawson Software documentation, or if you would like to suggest ways to improve a manual, you can contact us using one of the following methods: Lawson Software Help Line Lawson Software Fax Number Lawson Software Documentation Internet Mail Address

select Identify an item to process. Selecting an item does not start a process.If you use Windows-based applications, you select an item by pointing to the item and clicking the left mouse button or pressing the equivalent accelerator keys. In most cases, when you select an item, you select it from a list of valid values that appears when you click the field select indicator or choose Select.If you use character-based applications, you select an item by putting the light bar on it. In some cases, you must also press Mark, Next, or OK.For complete information, see the Desktop Client Getting Started manual for your hardware environment.

type In a form field, type the data, then move the light bar to the next field.At a command line, type the letters exactly as written, then press Enter.

use Start a form or subform.For complete information about starting forms and subforms, see the Desktop Client Getting Started manual for your hardware environment.

Term Meaning


Introduction xv


Lawson Software Help LineThe Lawson Software Help Line is open Monday through Friday from 7:00 AM to 7:00 PM (central time). Emergency service is available after 7:00 PM and on weekends.

Lawson Software Fax NumberYou can fax questions or suggestions about a manual to the Documentation Production Manager using the Lawson Software fax number.

Lawson Software Documentation Internet Mail AddressYou can send questions or suggestions about a manual to the Documentation Production Manager using the Lawson Software Internet mail address.

Help Line: 1-800-695-9000

Help Line from New York State: 1-800-888-3440

Help Line in the United Kingdom:

(0)181-754-8460

Fax number: 612-379-8569

Internet mail address: [email protected]


xvi Introduction Warehouse Procedures ManualVersion 7.2.0



Chapter 1 Considerations Before Setup 17

Chapter 1

Considerations Before Setup

Consider the following before setting up the Warehouse system: Warehouse Terms

Required Setup Inventory Control Setup that Affects Warehouse Billing Setup that Affects Warehouse Order Entry Setup that Affects Warehouse Accounts Receivable Setup that Affects Warehouse Drill Around Security

Warehouse TermsThe Warehouse Procedures Manual uses four terms that you need to understand before continuing.

Term Description

Document An order or requisition that creates a demand in the Warehouse system.

Destination The address to which goods are shipped for customers and requesters.

Note In the Order Entry system, a destination is a ship-to address. In the Requisitions system, a destination is a requesting location.

Details The quantity of an inventoried item that is reserved from a bin, lot, serial number, or multiple unit of measure. You decide which items require detail tracking in the LAWSON INSIGHT II Inventory Control system.

Required Setup

18 Chapter 1 Considerations Before Setup Warehouse Procedures ManualVersion 7.2.0

Required SetupYou must perform setup in two LAWSON INSIGHT II systems before you can begin processing shipments in the Warehouse system. The two systems are the

General Ledger system and the Inventory Control system.

General Ledger SetupYou must set up the General Ledger system or the General Ledger subset before you can set up and use any other LAWSON INSIGHT II application. For complete information, see the General Ledger Procedures Manual.

Inventory Control SetupThe pieces you need to define in the Inventory Control system are listed in the following table.

Create PO A document that creates a purchase order.

Note For information on defining a create PO order, see the Order Entry Procedures Manual.

You define To

Company Add your company to the Inventory Control system.

Item groups Identify a group of inventoried items for one or more companies and the valid units of measure for those items.

Items Add the items you sell to customers or requesters.

Locations Define locations in which you keep a group of inventoried or nonstock items.

Term Description



Inventory Control Setup that Affects Warehouse

For more information, see the Inventory Control Procedures Manual.

Inventory Control Setup that Affects WarehouseWhen defining your company in the Inventory Control system, you make important decisions that affect processing. You decide whether to allocate using the online or batch method, what the allocation sequence is,

what formula the system will use to calculate the available-to-allocate quantity, and

which comment types print on pick lists and packing lists.First, you decide whether you want to allocate items using the online or batch allocation method.

Allocation MethodAllocation means that you reserve inventory quantities for a document line item. When you enter a document, you create a demand in the Warehouse system. You need to allocate or reserve items to fill that demand. The following table lists the items that you allocate in the Warehouse system.

Note In the Requisitions system, service items also exist. They are used for services such as equipment repair or copier maintenance. You cannot process these kinds of items in the Warehouse system.

Kind of item Description

Inventoried An item for which the Inventory Control system maintains quantity and costs.

Nonstock An item that is defined in the Inventory Control system but not tracked in inventory.

Special An item that is not defined in the Inventory Control system and is not tracked in inventory (one-time item you buy from a vendor).



During setup, you decide how to allocate items, using the online or batch method. Online allocation means that you allocate inventory for a document at the same time that you enter the document. You fill documents on a first come, first served basis, and can tell customers or requesters immediately about items with insufficient stock that need backordering.Batch allocation means allocating inventory by running a batch program. The item quantities remain open (unreserved) until you run the batch allocation program. Companies with a high volume of documents run WH110 (Batch Allocation) at least once a day. If you select the batch allocation method, you must run WH110 as one of the shipment processing steps.Online allocation companies run WH110 to allocate backorders and future orders. A backorder exists when an item has insufficient quantity in inventory to fill a document. When you receive more of the item in stock, run WH110 to allocate the backordered quantity. Future orders are not allocated or delivered until some point in the future.

For information on how the system handles future orders, see Processing Future Orders in chapter 3.

Allocation SequenceYour second decision involves determining the sequence in which documents are allocated when you run WH110 (Batch Allocation). The two options are

priority and

document entry date.

The source of the allocation priority is different, based on whether you are allocating orders or requisitions.

Kind of document Source for allocation priority

Orders AR10.1 (Customer)Requisitions RQ10.1 (Requisitions)

Note The requisition allocation priority defaults to 50 if you do not enter a priority on the requisition.




If you allocate based on customer priority, you can assign each customer an allocation priority in the LAWSON INSIGHT II Accounts Receivable system. This priority determines which customer gets first option on inventory when allocating in batch mode.

Allocation FormulaThe third decision involves defining the formula that the system uses to calculate and display the available-to-allocate quantity.

The available-to-allocate quantity is the quantity available for you to reserve. You define the formula as equal to the stock-on-hand quantity plus or minus a series of other quantities.

The Allocated Quantity, In-Process Quantity, and Backordered Quantity are always subtracted. The remaining quantities are:

On-Order QuantityIntransit QuantityWork-in-Process QuantityInspection Hold Quantity

You decide whether each quantity is to be added or subtracted from the stock-on-hand quantity. The following table explains these quantities.

Kind of quantity Indicates the

Allocated Item quantity that was allocated (always subtracted).

In-Process Item quantity that currently requires picking, packing, or shipping feedback (always subtracted).

Backordered Quantity that could not be allocated because there was not enough available in inventory (optionally subtracted).

On-Order Purchase orders that are not yet received (optionally added).

Intransit Item quantity that is currently between inventory locations (optionally added).



Comment TypesIn the Inventory Control system, you define comment types, which group item comments into user-defined types. During item setup, you decide which of these comment types print on two Warehouse system reports, the

pick lists and

packing lists.

Pick lists are documents that list suggested item quantities to pick from inventory. Packing lists are a list of packed items by inventory location.

Work-in-Process Quantity used by the LAWSON INSIGHT II Work Order system to indicate the quantity of finished goods in the process of being produced.

Inspection Hold Item quantity that was put on hold by the LAWSON INSIGHT II Purchase Order system (optionally added).

For information on See

Pick lists Printing the Pick List in chapter 3.

Packing lists Performing Packing Feedback in chapter 3.

Kind of quantity Indicates the



Billing Setup that Affects Warehouse

Billing Setup that Affects WarehouseThe two processing options that you choose when setting up your company in the Billing system are delivering goods by route and which date to use in batch allocation.

Route DeliveryA critical decision you make is whether you deliver your own goods to customers. This is a one-time decision that you should plan carefully.

Companies that deliver their own goods would select the route processing option. In route processing, customers are assigned to routes and stops in the company. Routes indicate the day on which you deliver goods and the sequence in which you deliver them.

Selecting the route processing option is a one-time decision that you cannot change. By selecting the option, you agree that orders meant for route delivery are processed differently.

For information on entering orders, see the Order Entry Procedures Manual. For information on processing orders by route, see Delivering Orders by Route in chapter 3 and System-Assigned Routes in chapter 4.

Allocation DateIf your company allocates orders by batch, you can choose which date the system will use when you run the batch allocation program. The three dates are the document entry,

requested delivery, and

expected ship dates.

The expected ship date is the date you expect to ship goods to a customer or requester.

For requisitions, the only date used for batch allocation is the requested delivery date that was entered on the requisition.

Order Entry Setup that Affects Warehouse


Order Entry Setup that Affects WarehouseOrder types define the kind of invoice being created for an order.You define order types in the Order Entry system during setup. Each order type contains a process type, which determines the shipment processing steps that are required for an order.

Note For information on process types, see Defining Process Types in chapter 2. For information on order types, see the Order Entry Procedures Manual.

Accounts Receivable Setup that Affects WarehouseWhen defining customers in the Accounts Receivable system, you make more decisions that affect warehouse processing.

Order ProcessingFor orders, you decide whether each customer

requires Proof of Delivery,

accepts partial shipments and backorders,

requires a credit check, and

has a pick priority (for preferred customers).Proof of Delivery refers to the form that customers use to confirm that they received goods before being billed for them. All shipments require a Proof of Delivery (POD) form when you select this option. You do not bill a customer until the POD form is returned or the grace period expires. You enter the date that you received the form during feedback before printing the invoice.During customer setup, you decide whether each customer accepts partial shipments and backorders. If a customer does not accept backorders and you try to enter a document for that customer when backorders exist, the system will not let you continue entering the document. For customers who do not accept partial shipments, you can enter and process documents when there is an item shortage, but you cannot ship the goods until the demand is completely filled.



Accounts Receivable Setup that Affects Warehouse

Note If you have installed LAWSON INSIGHT II Enterprise Workflow, an E-mail notice is sent indicating that a shipment was backordered. For information, see Shipment Backordered or Voided Service in chapter 4.

Some customers need to have a credit check performed at two times, when releasing an order and before printing the pick list. The pick list is a form that suggests item quantities to pick from inventory. If the system is to check credit at either of these times, you define the percentage of credit that you allow in each aging period. Define a hold code for the system to use with each aging period when a customer exceeds the credit limit. The system puts the document on hold until you receive payment.

You can assign customers a pick priority to give valued customers the first option on available inventory.

Note For more information, see the Order Entry Procedures Manual.

Requisition ProcessingThe following table describes how the same processing options are handled for requisitions.

Option How handled for requisitions

Proof of Delivery Does not apply to requisitions

Backordering Backordering is automatic (you cannot choose whether to allow it)

Credit checking Does not apply to requisitions

Pick priority Defined on the requisition itself (defaults to 50)

Drill Around Security


Drill Around SecurityThe Lawson Software Drill Around feature gives users access to LAWSON INSIGHT II Business Management System data. Users can move between summary and detail information by selecting options. Therefore, security must be defined so that confidential information is accessible only to appropriate users. For information about defining security for the Drill Around feature, see Defining Drill Around Security in the Lawson User Administration chapter of System Administration.



Chapter 2 Setup 27

Chapter 2

Setup

This chapter gives instructions on setting up the Warehouse system.

Defining Process Types Defining Shipping Methods Converting Non-Lawson Shipments

Defining Process TypesProcess types are user-defined codes that determine the shipment processing steps a document must go through. They are assigned by location. In defining a process type, you decide which kinds of feedback are required. The three kinds of feedback are

picking, packing, and shipping feedback.Picking feedback indicates the actual quantities that you picked from inventory. Packing feedback indicates what you packed for shipment to a customer or requester. Both these kinds of feedback are optional.

The last kind of feedback is shipping feedback, which indicates what you shipped to the customer or requester. Shipping feedback is required for all documents, regardless of process type. Stock-on-hand quantities are reduced in the Inventory Control system when you release the shipment.

Defining Shipping Methods

28 Chapter 2 Setup Warehouse Procedures ManualVersion 7.2.0

To define process types

1. Use WH01.1 (Process Type) to decide which processing steps a document must go through before invoicing.

2. Select the Add form action and the Add line action.Enter the process type and decide whether picking and packing feedback are required for documents with this process type.

Optional report

Run WH201 (Process Type Listing) to list valid process types for your company.

The report indicates whether picking or packing feedback is required.

Defining Shipping MethodsCompanies that might not deliver their own goods can create shipping methods to tell how shipments are to be sent. Examples of shipping methods include air freight, truck, and courier delivery.

Define default customer shipping methods when adding customers in the Accounts Receivable system. Orders placed for that customer include the default shipping method, but the system lets you override the shipping method on the order itself. A description of the shipping method prints on the invoice.You can inactivate a shipping method quickly and easily. For example, your company used to ship by truck but switched to a courier service. Select Inactive for the truck shipping method and add the new courier service method. You cannot enter the inactive method on future orders.

Note Shipping methods are used with orders, not requisitions.


Chapter 2 Setup 29

Converting Non-Lawson Shipments

To define shipping methods

1. Use WH11.1 (Shipping Method) to define valid shipping methods for your company.

2. Select the Add form action and the Add line action.Enter the shipping method and indicate whether the method is active.

Note You cannot delete shipping methods that are being used by the system.

Optional report

Run WH211 (Shipping Method Listing) to list valid shipping methods.

Converting Non-Lawson ShipmentsAfter you define process types and shipping methods, you can convert shipments from your non-Lawson system to the Warehouse system.

For complete information on the conversion process, use the Warehouse system documents listed in the following table.

Document Description

Conversion Workbook A step-by-step training manual to guide you through the entire conversion process. This training manual is part of the services offered by your Regional Service Center.User guides for the data conversion process. Specifically, the conversion workbooks provide considerations for data conversion, diagrams that illustrate the conversion process, and detailed instructions for converting your data. Conversion workbooks are available on the Lawson client Internet site; contact your account representative for information.



Note For information on interfacing pick lists and feedback, see the Supply Chain Management Technical Guide.

Converting ShipmentsYou can convert shipments from your non-Lawson system to the Warehouse system.

After you review your conversion options and get your data ready to convert, run the following program to convert your non-Lawson shipments.

WH830 (Shipment Load Program)Note Converted shipments are brought in as historical.

Data File Text Online help text for application data files. See data file text for each conversion file for more information about the fields in each file, the type of information each field should include, and the programs that update each field.

User Text Online help text for application programs. See form and field text for each conversion program for more information about how to run the conversion programs.

Document Description


Chapter 2 Setup 31


The following table lists the shipment conversion database files and the database files that WH830 updates, depending on the kind of data you are converting.

File Name

Shipment WHSHIPMENT

Shipment Line WHSHIPLINE

Shipment Line Kit Component WHSHIPCOMP

Shipment Line Detail WHSHLDTL


Chapter 3 Procedures 33

Chapter 3

Procedures

This chapter gives instructions on warehouse procedures you perform on a routine basis.

Processing Orders Processing Requisitions Allocating Inventory Printing the Pick List Performing Picking Feedback Performing Packing Feedback Performing Shipping Feedback Performing Detail Feedback Releasing Shipments Processing Backorders Processing Proof of Delivery Orders

Tracking MSDS Forms Creating Bills of Lading Processing Future Orders Processing Kits Processing Documents with Catch Weight Items Delivering Orders by Route

Processing Orders

34 Chapter 3 Procedures Warehouse Procedures ManualVersion 7.2.0

Processing OrdersThe orders that you enter in the Order Entry system go through certain steps before you create invoices for them.

Processing StepsUse the following steps to process an order.

To process orders

1. Enter and release the order.

2. Optional. View or change allocation. See Allocating Inventory.

3. Print the pick list. See Printing the Pick List.4. Optional. Perform picking feedback. See Performing Picking

Feedback.

5. Optional. Perform packing feedback. See Performing Packing Feedback.

6. Perform shipping feedback. See Performing Shipping Feedback.

7. Optional. Perform detail feedback for shipment items tracked by detail. See Performing Detail Feedback.

8. Release the shipment. See Releasing Shipments.9. Create the shipment-related invoice. See the Billing

Procedures Manual.



Processing Orders

Processing FlowchartThe following chart shows the processing steps for orders.

Enter/ InterfaceOrders

(OE10 / OE510)

Release Order

(OE10 / OE110)

View or Change Al locat ion(WH20)

(optional)

Print Pick List

(WH130)

Perform Pick ing Feedback(WH30)

(optional)

Per form PackingFeedback

(WH31)(optional)

Perform ShippingFeedback

(WH32)

Batch Al locat ion?

YesNo

Allocate in Batch Mode(WH110)

Perform Interface Feedback

(WH520)

Per form Batch Feedback

(WH132)

Release Shipment

(WH190)

Create Shipment-RelatedInvoice

(OE129)

Processing Requisitions


Processing RequisitionsThe requisitions that you enter in the Requisitions system go through certain processing steps before you close the requisition and print the delivery ticket.

Processing StepsUse the following steps to process a requisition.

To process requisitions

1. Enter the requisition and optionally print it.

2. Review and approve the requisition.

Note If you are not requesting items directly from a vendor, skip to step 5.

3. Have the buyer review and create the purchase order. The requisition goes to the Purchase Order system.

4. Receive the purchase order. If the purchase order contains inventoried items or the location replenishes another location, go to step 5.If the purchase order contains nonstock or special items, close the requisition and print the delivery ticket.

5. Print the pick list. See Printing the Pick List.6. Optional. Perform picking feedback. See Performing Picking

Feedback.

7. Optional. Perform packing feedback. See Performing Packing Feedback.

8. Perform shipping feedback. See Performing Shipping Feedback.

9. Release the shipment. See Releasing Shipments.10. Close the requisition and print the delivery ticket. See the

Requisitions Procedures Manual.



Processing Requisitions

Processing FlowchartThe following chart shows how to process requisitions.

Enter Requis i t ion(RQ10)

Review & ApproveRequisi t ions

(RQ12)or use Workf low

Request ing Direct lyf rom a Vendor?

Buyer Reviewand

Create Purchase Order(RQ20)

Batch Al locat ionCompanies Run

WH110 (Batch Al locat ion)

Print Requisi t ions(RQ111)(optional)

Print Pick List(WH130)

Per form Pick ing Feedback(WH30)

(optional)

Per form Pack ing Feedback(WH31)

(optional)

Per form Shipping Feedback(WH32)

Release Shipment(WH190)

Close Requisi t ionand Print Del ivery Tickets

(RQ120)

Receive Purchase Order(PO30)

No

Yes

Yes

Inventory Type I temand/or Locat ion Replenishing

Another Locat ion?

No

Requis i t ion goes to LAWSONINSIGHT Purchase Order

system

Allocating Inventory


Allocating InventoryAllocating inventory reserves inventory to fill demands and

reduces the available quantity.

The two ways of allocating inventory to fill a demand are the batch and online modes. When setting up your company in the Inventory Control system, you select one of these methods. If you select batch allocation, running the batch program becomes a required processing step.

Allocating in Batch ModeWith batch allocation, item quantities remain open until you run the batch program. Batch allocation is for companies that give priority to certain customers and enter many documents.

Companies run WH110 (Batch Allocation) to allocate backordered item quantities,

deallocate (change existing allocations), allocate future orders, and

allocate part of a line.

For orders, you made decisions during setup that affect batch allocation. During Billing system setup, you selected a date for the system to use when allocating orders in batch mode. The three dates are the

expected ship date,

requested delivery date, and

document entry date.

For requisitions, the only date used for batch allocation is the requested delivery date that you entered on the requisition.




To allocate in batch mode

Run WH110 (Batch Allocation) to allocate documents.

Optional report

Run WH226 (Items on Backorder Report) to list items that are backordered for a specific location.

BackorderingIf there is not enough of an inventoried item in stock to fill a document, the system puts the item on backorder. A single document or document line can create several shipments because of backordering.For example, a document containing lines with sufficient inventory can be allocated and continue processing today. The system creates a shipment for the allocated items when you print the pick list.

Backordered lines from the same document can be allocated when you receive more in stock. Continue processing and print the pick list again. Because you printed the pick list twice for the same document, the system creates two shipments for the document.


Allocating backorders Backordering and Processing Backorders

Deallocating Deallocating

Allocating future orders Processing Future Orders

Allocating part of a line Filling Part of a Line


Merging two or more shipments

Merging Shipments

Processing Backorders Processing Backorders



With orders, you get one invoice for each shipment when you run OE129 (Daily Shipment Journal). If partial shipments are not allowed, the system will not create a pick list until all document lines are allocated. Partial shipments are invoiced as is. With requisitions, you get one delivery ticket for each shipment when you run RQ120 (Delivery Ticket).Note The system does not allocate a make-to-order kit until the kit is complete and all options selected. For more information, see Using Make-to-Order Kits.

You can backorder or void shipment lines during picking, packing, and shipping feedback. If you have installed Enterprise Workflow, the user who created the order receives an E-mail notice telling which shipment lines were backordered or voided. For information, see Shipment Backordered or Voided Service in chapter 4.

DeallocatingDeallocation lets you undo previous allocations. You might want to undo or deallocate when part of a document is backordered. For example, your company wants to allocate an entire document at once when you receive more in stock, not backorder part of the document.

Two online allocation forms contain a field where you indicate if allocation is firm for a line.

WH20.1 (Inventoried Allocation) WH20.2 (Nonstock & Special Allocation)The Firm field indicates whether you can change allocation by running WH110 (Batch Allocation).In the Firm field select To

Open for Confirmation Change allocation for the line

Note If you select Open for Confirmation, you can run WH110 (Batch Allocation) to deallocate inventory.




To deallocate items

1. Use one of two online allocation forms to indicate you want to change allocation for a line. WH20.1 (Inventoried Allocation) WH20.2 (Nonstock & Special Allocation)Select the Change form action and the Change line action. In the Firm field, select Open for Confirmation.

2. Run WH110 (Batch Allocation) to deallocate the items.In the Documents field, enter the document you want to deallocate.

In the Deallocate field, select Yes. The system deallocates or undoes the allocation.

Filling Part of a LineWH110 (Batch Allocation) also lets you fill part of a document line.For example, you have three documents requesting 10 of the same item. However, you only have 20 of that item in stock and want to fill part of all three documents.

You can enter a percentage of 50% and the program allocates 5 items for each of the three documents, or 15 items total. The program backorders the rest.

Note Percentages are used only for items in short supply.

Confirmed Demand Prohibit changing allocation

Note If you run WH110 for documents with items whose allocation is firm (Confirmed Demand), the program will not deallocate those items.

In the Firm field select To



To fill part of a line

1. Run WH110 (Batch Allocation) to allocate only part of a document line.

2. In the Documents field, enter the document for which you want to allocate part of a line.

3. In the Orders or Requisitions fields, enter the percentage you want to fill for the line.

Allocating in Online ModeWith online allocation, the system allocates inventory as soon as you create a document. Online allocation is useful for the first come, first served situation, and makes it easy to see when there are not enough items in stock to fill a document.Online allocation companies use six forms to reserve inventory. WH20.1 (Inventoried Allocation) for inventoried items WH20.2 (Nonstock & Special Allocation) for nonstock and

special items

WH20.3 (Bin Allocation) WH20.4 (Lot Allocation) WH20.5 (Serial Allocation) WH20.6 (UOM Allocation)You can allocate inventoried items online by bin, lot, serial number, and multiple unit of measure if these items are set up for tracking. You made the decision to track items by details when defining items in the Inventory Control system. For more information, see Performing Detail Feedback.

Note You can preassign bins, lots, serial numbers, and units of measure and later change the assignments. For information, see Preassigning Details.




Displaying QuantitiesWH20.1 (Inventoried Allocation) displays the following quantities for inventoried items.

The same company can perform both online and batch allocation together. For example, you can change allocation online even after running the batch allocation program.

Changing Allocation for Inventoried ItemsUse the following steps to change allocation for items that you track in inventory.

To change allocation for inventoried items

1. Use WH20.1 (Inventoried Allocation) to change how the system allocates an inventoried item.

Allocated lines display until you print the pick list.

2. Select the Change form action and the Change line action.In the Allocated Qty field, enter the item quantity that you want to allocate.

Kind of quantity Description

Stock On Hand Quantity on hand in the warehouseOn Order Quantity that reflects the purchase orders

not yet received

Allocated Quantity already reservedIntransit Quantity between warehouse locationsIn Process Quantity in picking, packing, or shipping

feedback stage

On Hold Quantity put on hold by the Purchase Order system

Backordered Quantity that could not be allocated due to insufficient inventory

Allocatable Quantity calculated from the formula you defined in the Inventory Control system during company setup



Optional reports

Run WH220 (Ready to Allocate) to list document lines that are released but not allocated.

The report shows the originating system, document and line number, and open and allocatable quantities.

Run WH221 (Allocated Not Printed) to list documents that are allocated but not printed on a pick list.

The report shows the originating system, document and line number, original quantity, and allocated quantity that has not been printed.

Changing Allocation for Nonstocks and SpecialsUse the following steps to view or change allocation for nonstock and special items.

To change allocation for nonstock and special items

1. Use WH20.2 (Nonstock & Special Allocation) to change allocation.

Allocated lines display until you print the pick list.

2. Select the Change form action and the Change line action.In the Allocated Qty field, enter the item quantity you want to allocate.

Specifying Substitute LocationsYou can allocate inventoried items from a substitute location when there is not enough inventory at the line location.Each line of a document can be allocated from a different location. However, you cannot allocate part of the line from one location and part from another. When you select a substitute location, the entire line is allocated from the new location.

To specify substitute locations

1. Use WH20.1 (Inventoried Allocation) to select an alternate location.

2. Select the Change form action and the Change line action.



Printing the Pick List

3. Choose the Loc button to open the Sub Location subform. Select the Change subform action and select the substitute location you want to assign to the line.

Printing the Pick ListThe pick list prints a list of released and allocated documents based on the expected ship date and the next processing step. The sequence of processing steps is: picking feedback (optional) packing feedback (optional) shipping feedback (required)Warehouse personnel use the pick list to pick the items from inventory and fill the demand. Depending on the process type, the pick list becomes a list to pick, pack, or ship from.

The program you run to print the pick list is WH130 (Pick List Print). WH130 creates a shipment for released demands that are created

when you add a document,

carries the order or requisition number (as appropriate), assigns a sequential batch number, shows the shipping method, freight code, and customer

purchase order (if applicable), assigns a shipment number (by location) to the demand, and lets you decide how to print lines (in shipment and line

sequence, shipment and bin, lot, and serial number sequence, or shipment and preferred bin sequence).

The allocated quantity and the quantity to pick from inventory print on the pick list.

When you print the pick list you can prompt the system to assign details automatically. For example, if an item is tracked by bin, you can prompt the system to assign the bin number for you. For more information, see Performing Detail Feedback.



Note If you use a third-party warehouse system and need to interface pick list records with your system, you can run a batch program. For information, see the Supply Chain Management Technical Guide.

Creating the Pick ListUse the following steps to print the pick list for released documents.

To print the pick list

1. Run WH130 (Pick List Print).The total cubic area and weight information prints if you defined cubic and weight information during item setup.

If you reprint a pick list for a specific shipment or batch, the report displays a message indicating that the document was reprinted.

2. Optional. In the Allocate Details field, select Yes to prompt the system to assign details automatically. For information, see Automatically Assigning Details.

Note You can preassign details for items that are tracked by bin, lot, serial number, or multiple unit of measure. For information, see Preassigning Details.

3. Optional. In the Print Option field, select how to print lines on the pick list (Shipment Line Sequence, Bin/Lot/Serial Sequence, or Preferred Bin Sequence).Note If you do not select bin sequencing, the program prints by shipment and line number.

Optional report

Run WH222 (Shipments In Process) to list shipments by process step (Pick, Pack, Ship, Release, or Close).




Creating the Bulk Pick ListBulk pick lists make it easy for warehouse personnel to pick items for several documents at once and make fewer trips through the warehouse.

Use the following steps to print the bulk pick list.

Note You must print the pick list before printing the bulk pick list.

To print the bulk pick list

1. Run WH131 (Bulk Pick List) to print released and allocated documents.

2. Optional. In the Documents In Status field, select the processing status you want to print (To Be Picked, To Be Packed, or To Be Shipped).

3. Optional. In the Sequence Option field, select the sequence of printed bins (for items tracked by detail).

Making Changes After PrintingAfter you print the pick list, the system restricts what you can and cannot change. The following table lists what you cannot change after printing the pick list.

Note You can create pick lists in the form of a flat file instead of a paper report. This feature is useful for companies whose warehouses are far from the computer center or for those using public warehouses. For more information, see the Supply Chain Management Technical Guide.

You cannot Using

Delete a document line if a shipment exists for the document line

OE10 or RQ10

Change the inventory location or the substitute location

WH20.1, RQ10

Change the allocated line quantity to be less than the printed pick list quantity

WH110

Performing Picking Feedback


Performing Picking FeedbackYou can perform picking, packing, and shipping feedback by shipment,

batch, and

bin sequence (for bin-tracked items).The picking feedback stage is where you enter the actual quantities you picked from inventory. Picking feedback is an optional step depending on the process type.

Note If the process type does not require picking or packing feedback, the system assumes the document was picked or packed in full. For information on process types, see Defining Process Types in chapter 2.

When you perform feedback by shipment, you can perform several important actions. They work the same way on all feedback forms.

Form action Lets you

Delete Delete the shipment but not the document itself.

Note If you have installed Enterprise Workflow, the user who created the order receives an E-mail notice telling of the deleted shipment. For more information, see Shipment Backordered or Voided Service in chapter 4.

Finish Perform picking feedback in full.

Note If you change line quantities after entering feedback, you must select the Change form action and the Finish form action.




Note Before you can backorder or delete a quantity, you must first undo any previous feedback.

Performing Online Picking FeedbackUse the following steps to indicate what you picked from inventory.

To perform picking feedback

1. Use one of the online picking feedback forms: WH30.1 (Picking Feedback by Shipment) WH30.2 (Picking by Batch) WH30.3 (Bin Sequence Picking Feedback)

2. Select the Finish form action to pick the full amount for all lines.

3. Optional. Choose the Shipment Info button to open the Additional Shipment Info subform.Use the subform to add shipping information, such as the shipping method, transportation identifier, and Bill of Lading number.

Undo Undo the picking feedback performed online or using the batch feedback program WH132 (Batch Feedback). You can undo picking feedback as long as you have not performed packing feedback.

Back Order Backorder all shipment lines.

Note For information on the Shipment Backordered or Voided service, see Shipment Backordered or Voided Service in chapter 4.

Walkthru Edit lines whose bin, lot, serial number, or unit of measure quantities do not match the shipment line quantities.




4. Optional. When you perform feedback by shipment, you can choose the Merge button to open the Merge Shipments subform. The Merge function is available only when shipping feedback has not been completed.

Use the subform to merge all shipments for a single document, destination, and location. All shipments to be merged must be at the same processing step (picking, packing, or shipping feedback).Note Once you merge shipments, they cannot be undone.

5. Optional. When you perform feedback by shipment for catch weight items, you must choose the C button to open the Catch Weight subform. This subform is only available for catch weight items. Enter the stock unit of measure quantity. For information, see Processing Documents with Catch Weight Items.

6. Optional. When you perform feedback by shipment, you can assign details to items that are tracked by bin, lot, serial number, or multiple unit of measure. Choose the appropriate button to assign details to items and the system transfers you to the appropriate form.

7. Optional. If you want to perform feedback by shipment for make-to-order kits that are already assembled, choose the K button to open the Preassembled Kits subform.

Enter the quantity of preassembled make-to-order kits that you picked.

Choose this button To assign

B Bin numbers

L Lot numbers

S Serial numbers

U Multiple units of measure




Optional reports and inquiries


Use WH80.1 (Shipment Inquiry by Location) to inquire on shipments for a specific location.

Use the Drill Around feature for more information about the shipment.

Use WH80.2 (Shipment Inquiry by Document) to inquire on shipments for a specific document.


Performing Batch Picking FeedbackYou can perform batch feedback for one specific kind of feedback (picking, packing, or shipping feedback) as long as the previous processing step is complete. Run WH132 (Batch Feedback) to perform large amounts of feedback at one time.

Use the online feedback forms to handle exceptions (to change picked, packed, and shipped quantities) after running WH132.To perform batch picking feedback

1. Run WH132 (Batch Feedback).2. In the Batch Number field, select the batch for which you want

to perform feedback.

Batch numbers are assigned when you run WH130 (Pick List Print).

3. In the Feedback Step field, select Pick to perform picking feedback in full.



Interfacing Picking FeedbackYou can interface large amounts of picking data that you scanned by running an interface program. Run WH520 (Batch Feedback Interface) after printing the pick list. You can only select one kind of feedback to interface at a time (picking, packing, or shipping feedback).For information on performing interface feedback, see the Supply Chain Management Technical Guide.

Overpicking Line QuantitiesThe Warehouse system lets you pick more than what was printed for a shipment line. For example, you print the pick list for a document and a customer calls to request more of the same item. Use one of the feedback forms to increase the line quantity and pick more than the original line.

Note The overpack and overship line actions are available on the packing and shipping feedback forms, and they work the same way.

To overpick line quantities

1. Use any document entry form to increase the document line quantity after printing the pick list.

2. Use WH30.1 (Picking Feedback by Shipment) to pick more than what was originally entered on a line.

3. Select the Change form action and the Over Ship line action for the line you want to overpick.

Tip You can overpick a line if you have not performed the next processing step. To overpick a line with packing or shipping feedback, you must undo all feedback, increase the line quantity on a document entry form, and overpick the line quantity.

4. Enter the quantity you picked.




Merging ShipmentsA single document or document line can cause the system to create several shipments, for example, because of backorders or create PO documents.When processing a document with more than one shipment, each run of OE129 (Daily Shipment Journal) creates an invoice for each shipment. Frequently, customers want only one invoice. The Warehouse system provides a function called merge shipments for this reason.

By merging shipments, you can create only one invoice for the same

document,

destination, and

location.

You merge shipments before completing shipping feedback. After you merge shipments, you cannot undo the merge. The shipments must be at the same processing point.

To merge shipments

1. Use WH30.1 (Picking Feedback by Shipment) to merge shipments.

2. Select the Change form action and choose the Merge button to open the Merge Shipments subform.

3. Choose OK twice to merge all shipments for the same document number, destination, and location.

When you complete shipping feedback, all document lines appear on one shipment.





Performing Packing Feedback




Performing Packing FeedbackLike picking feedback, packing feedback is an optional step depending on the process type. Packing feedback is where you indicate what you packed for shipment to the customer or requester.

You can print the packing list to put in with the actual shipment. Run WH224 (Packing List Print) to print the packing list during any processing stage.When you perform feedback by shipment, you can perform several important actions. They work the same way on all feedback forms.



Finish Perform packing feedback in full.


Undo Undo the packing feedback performed online or using the batch feedback program WH132 (Batch Feedback). You can undo packing feedback as long as you have not performed shipping feedback.





Performing Online Packing FeedbackUse the following steps to indicate what you packed.

To perform packing feedback

1. Use one of the online packing feedback forms: WH31.1 (Packing Feedback by Shipment) WH31.2 (Packing by Batch) WH31.3 (Bin Sequence Packing Feedback)

2. Select the Finish form action to pack the full amount for all lines.










5. Optional. When you perform feedback by shipment for catch weight items, you must choose the C button to open the Catch Weight subform. This subform is only available for catch weight items.Enter the stock unit of measure quantity. For information, see Processing Documents with Catch Weight Items.



Enter the number of preassembled make-to-order kits that you packed.



Run WH224 (Packing List Print) to list packed items by inventory location.


B Bin numbers

L Lot numbers

S Serial numbers









Performing Batch Packing FeedbackYou can perform batch feedback for either picking, packing, or shipping feedback as long as the previous processing step is complete. Run WH132 (Batch Feedback) to perform large amounts of feedback at one time.

Use the online forms to change picked, packed, and shipped quantities after running WH132 to handle any exceptions.

To perform batch packing feedback

1. Run WH132 (Batch Feedback) to perform batch feedback.2. In the Batch Number field, select the batch number for which

you want to perform feedback.


3. In the Feedback Step field, select Pack to perform packing feedback in full.

Interfacing Packing FeedbackYou can perform large amounts of packing data that you scanned by running an interface program. WH520 (Batch Feedback Interface) is run after printing the pick list. You select one kind of feedback to interface at a time (picking, packing, or shipping feedback).For information on performing interface feedback, see the Supply Chain Management Technical Guide.



Overpacking Line QuantitiesThe Warehouse system lets you pack more than what was printed for a shipment line. Use one of the online forms to increase the line quantity and pack more than the original line.

Note You can overpack line quantities and picking feedback will automatically be updated.

To overpack line quantities


2. Use WH31.1 (Packing Feedback by Shipment) to pack more than what was originally entered on a line.

3. Select the Change form action and the Over Ship line action for the line you want to overpack.

Tip You can overpack a line if you have not performed the next processing step. To overpack a line with shipping feedback, you must undo all feedback, increase the line quantity on a document entry form, and overpack the line quantity.

4. Enter the quantity you packed.

Optional reports


Run WH224 (Packing List Print) to list packed items by location.






document,

destination, and

location.

Merge shipments on the feedback forms before completing shipping feedback. After you merge shipments, you cannot undo the merge. The shipments must be at the same processing point.

To merge shipments

1. Use WH31.1 (Packing Feedback by Shipment) to merge shipments.


3. Choose OK twice to merge all shipments for the same document number, destination, and location.

When you complete shipping feedback, all document lines appear on only one shipment.





Performing Shipping Feedback




Performing Shipping FeedbackShipping feedback is where you indicate what you shipped to the customer or requester. Shipping feedback is the only required feedback step.

A document must be released, allocated, and printed on a pick list before you can perform shipping feedback. Depending on the process type, picking or packing feedback can also be required.

Companies can enter shipping feedback as they load the goods. They can also print a Bill of Lading form to give extra information for the person transporting the goods. Bills of Lading are receipts that promise delivery of the shipment of goods. For information, see Creating Bills of Lading.When you perform feedback by shipment, you can perform several important actions. They work the same way on all feedback forms.



Finish Perform shipping feedback in full.


Undo Undo the shipping feedback performed online or using the batch feedback program WH132 (Batch Feedback). You can undo shipping feedback as long as you have not released the shipment.





Performing Online Shipping FeedbackUse the following steps to indicate what you shipped.

To perform shipping feedback

1. Use one of the online shipping feedback forms: WH32.1 (Shipping Feedback by Shipment) WH32.2 (Shipping by Batch) WH32.3 (Bin Sequence Shipping Feedback)

2. Select the Finish form action to ship the full amount for all lines.

Note For items that are tracked by details, you must assign details before completing shipping feedback. For information, see Performing Detail Feedback.










5. Optional. When you perform feedback by shipment for catch weight items, you must choose the C button to open the Catch Weight subform. This subform is only available for catch weight items.Enter the stock unit of measure quantity. For information, see Processing Documents with Catch Weight Items. You must enter these quantities before invoicing.



Enter the number of preassembled make-to-order kits that you shipped.


B Bin numbers

L Lot numbers

S Serial numbers







Run OE224 (Shipped Not Invoiced) to list errors that prevent invoicing (for example, freight charges not entered).





Performing Batch Shipping FeedbackYou can perform batch shipping feedback for one kind of feedback as long as the previous processing step is complete. Run WH132 (Batch Feedback) to perform large amounts of feedback at one time.

Use the online feedback forms to handle exceptions (to change picked, packed, and shipped quantities) after running WH132.To perform batch shipping feedback

1. Run WH132 (Batch Feedback) to perform batch feedback.2. In the Batch Number field, select the batch for which you want

to perform feedback.


3. In the Feedback Step field, select Ship to perform shipping feedback in full.



Interfacing Shipping FeedbackYou can perform large amounts of shipping data that you scanned by running an interface program. Run WH520 (Batch Feedback Interface) after printing the pick list. You select one kind of feedback to interface at a time (picking, packing, or shipping feedback).For information on performing interface feedback, see the Supply Chain Management Technical Guide.

Overshipping Line QuantitiesThe Warehouse system lets you ship more than what was printed on a shipment line. Use one of the online forms to increase the line quantity and ship more than the original line.

Note You can overship line quantities and picking and packing feedback will automatically be updated.

To overship line quantities


2. Use WH32.1 (Shipping Feedback by Shipment) to ship more than what was originally entered on a line.

3. Select the Change form action and the Over Ship line action for the line you want to overship.

4. Enter the quantity you shipped.






document,

destination, and

location.

Merge shipments on the feedback forms before completing shipping feedback. After you merge shipments, you cannot undo the merge. The shipments must be at the same processing stage.

To merge shipments

1. Use WH32.1 (Shipping Feedback by Shipment) to merge shipments.


3. Choose OK twice to merge all shipments for the same document number, destination, and