WM ACtivities.docx

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Activities

In this unit, you set the following activities in the Warehouse Management system:

Transfers

Differences

Print control

Physical inventory

Appointments

Define transaction parameters

Transfers

In this section, you set the configuration for the transfer of goods.

This includes the following:

1. Transfer types

2. Movement types

3. Requirement categories

4. Posting changes and stock transfers

Define Requirement Types

Movements and stock records in the Warehouse Management System contain a reference to theoriginating document.

The requirement category describes the origin type (for example, goods receipt for apurchase order, and goods issue for the cost center).

The requirement tracking number describes the origin itself (for example, the purchaseorder number, the cost center).

Actions

Create the requirement types for each warehouse number.



Define Shipment Types

In the Warehouse Management system, there are two types of transfers (movements):

Movements that are also important for Materials Management(for example, stock placements and stock removals)

Movements that only concern the warehouse(stock transfers within a warehouse, for example).

The transfer type is a suitable tool for reports (for example, all stock placements into a storage type,all stock removals from a storage type, and so on).

Note

The transfer type is not used in system control functions.

Standard Delivery

In the SAP standard delivery, all the relevant transfer types are preset.

SAP Recommendation



SAP recommends keeping the transfer types delivered with the standard system. You can add tothese transfer types as required.

Actions

Define the transfer types for each warehouse number .

Define Movement Types

The system processes Inventory Management movements (for example, goods receipt for a purchase

order or goods issue to a cost center) using movement types. If the SAP system determines that amovement is relevant for Warehouse Management, it assigns a WM movement type to this movementvia a table.

The movement type for the Warehouse Management system provides the information required forstock placements and stock removals:

Interim storage type

Coordinate of the interim storage bin

predefined coordinate

dynamic coordinate



fixed bin coordinate

Control indicator for processing, confirming and printing transfer orders

Indicator for storage type search.

For information on the links between the IM and the WM movement types and how to change them,see the section Movement Types for Interim Storage Bins.

Standard settings

In the SAP standard system, all the relevant movement types are preset.

Recommendation

SAP recommends keeping the movement types delivered with the standard system.

Activities

1. Before you create movement types for a new warehouse number:

start with the configuration for the printer control

delete the print codes

then maintain the print codes when you configure the printer control

2. Create the movement types for each warehouse number using the copy function.

3. Define your own company-individual settings (for example, for the interim storage types) in thedetail screen.



Define Stock Transfers and Replenishment Control

Using a posting change, you can change the material identification of stocks. A posting changeaffects at least one of the following items:

material number

plant

stock category



special stock

A stock transfer is involved if a quant is moved physically from its storage bin.

Posting changes and stock transfers always take place within a warehouse number.

Standard settings

For stock transfers and posting changes, the movement types in the series "3nn" are at your disposal.

For internal warehouse replenishment, use the WM movement type "319". You can use thismovement type as a copy sample for creating your own movement type.

Activities

1. Check all the movement types for posting changes, stock transfers, and replenishment.

2. Make your own company-required adjustments in the detail screen. For replenishment movementtypes, you do not require the definition of the requirement type.

3. If you want to use the functionality "Replenishment for fixed bin warehouse" (using the reportRLLNACH1), you must define the storage types for which replenishment is to be used.

Assign the appropriate replenishment type to the respective storage types.





Click here to continue...

Confirmation

In this section, you configure the system settings for handling differences and for confirming transferorders.

Handling Differences

The system posts differences that you find in the warehouse into a specific difference storage type

(for example, 999) whenever you

http://www.sapfunctional.com/WM/Configuration/Page6.htm





Confirm a transfer order with differences.

Perform a manual stock transfer to the difference storage type (for example, 999).

Perform automatic stock transfer to the difference storage type (for example, 999) after aninventory with quantity differences.

In the WM system, you can classify differences according to cause (for example, breakage, theft).

Using the difference indicator, you determine the storage type and the storage bin to which thedifferences are posted.

For each difference indicator, you can save the percentage value for the deviation allowed, that is,starting from which the dialog box is to appear. Suppressing the dialog box is appropriate for stockpicks that cannot be done to the exact amount and where the difference is cleared against the stockin the source bin.

Example

A warehouse worker guesses a 3 kilogram pick for a particular material and determines the actualweight further away from the bin. In this case, each pick is confirmed with a difference. It would beappropriate to have the dialog box suppressed so as to save this extra step.

Confirmation Control

One important aspect of confirmation of transfer orders is the setting of the confirmationrequirement. This requirement means additional work for the user, but it also affords a high level ofstock and information security.

The decision as to whether a transfer order item requires confirmation and whether it is confirmedimmediately depends on the parameters you set for your movement types and your storage types.

At the warehouse number level you define:

o whether there is to be separate confirmation of pick and transfer

At the storage type level you define:o whether putaways to this storage type require confirmationo whether picks from this storage type require confirmation

o whether a zero stock check is to take place for a bin that becomes empty through thepick

o whether the destination storage bin can be changed during confirmation

At the movement type level you define:

o whether transfer orders with this movement type can be confirmed immediately

o whether the confirmation requirement is to be proposed during transfer ordergeneration

o whether single-step confirmation is to be applied although two-step confirmation is setfor the source and destination storage types

o through which screen the transfer orders are to be confirmed.

Confirmation Requirement

As soon as one of the above parameters calls for a confirmation requirement for a transfer order item,the item must be confirmed.



Immediate confirmation of a transfer order item only works out if

the respective movement type does not disallow this

if the storage type from which the materials are picked is not subject to pick confirmation

if the storage type into which the materials are put away does not have a putawayconfirmation requirement.

Two-Step Confirmation

For two-step confirmation, both storage types involved in the transfer order must be subject toconfirmation.

At the warehouse number level, you define whether transfer orders or TO items are to be confirmed intwo separate steps.

During the confirmation of the first step, you confirm the pick process from the source storage bin.The source storage bin and the quant are automatically updated. In the quant of the destinationstorage bin, only the open transfer quantity is updated at this point.

During the confirmation of the second step, you confirm both the transfer process and also the receiptof the material at the destination storage bin. Here the source storage bin and its quant are no longerupdated, but only the destination storage bin and the quant stored there.

SAP Recommendation

SAP recommends working with the stock placement and stock removal confirmation functions. Theconfirmation procedure is recommended for the following reasons:

Stock in a storage bin should only be available after the actual putaway has been confirmed.

Storage bins should only be released for further putaways after the goods putaway in thedestination bin has been confirmed.

A storage bin that is going to be emptied by a pending stock pick should already be filled witha putaway before it is really emptied.

The posting of differences should be executed during the actual confirmation, and not bymeans of a separate transfer order.

Include the confirmation process in your organizational procedures.

You can use the bar code for confirming transfer orders. This makes your work much easier.

Activities

1. Decide whether you want to confirm the transfer orders created in the SAP system using theconfirmation procedure.

2. Maintain the difference indicator for differences in TO confirmation.

3. Maintain the indicator "Confirmation control/Warehouse number".

4. Maintain the indicator "Confirmation control/Storage type".



5. Maintain the indicator "Confirmation control/Movement type".



Define Print Control



In this section, you set the configuration data for print control.

Using the print control function, for example, you can define

Which documents (that is, for transfer orders) are to be printed for goods movements.

How these documents are to be printed (that is, which forms are to be used, how manycopies are to be printed).

On which printer a document is to be printed automatically.

Using the print control functions, you have flexible control of the printing activities in your warehouse.This flexibility, however, means that setting the parameters is a complex task. For this reason, werecommend that you take a look at the entire print control functions first, and then analyze the "printsituation" in your warehouse.

The number and type of settings you need for your print control depends on whether you are usingthe Storage Unit Management component. If you are not using this component, you only need to setthe "standard" print control functions. However, if you are using Storage Unit Management, you needto set both the "standard" print control functions as well as the functions for storage units.

In this section, we describe the "standard" print control functions. These control the printing of transferorder slips.

The print control for printing specific slips for storage units is described in the chapter Define printcontrol for warehouses with Storage Unit Management.

You need the following settings for the "standard" print control function:

Spool Indicator

Slips are always printed within the SAP system using the Spool function. For each printout,certain data needs to be passed on to the Spool file. Typical examples of such data are:

o Number of copies to be printed

o Dataset name of the printout within the Spool system

o "Print immediately"

o "Delete after print"

Using the Spool indicator, you define the most appropriate combinations of the individualparameters you want to use.

In the following settings (for example, the settings for the print code), you do not need tospecify these parameters each time. You only enter the spool indicator as a type ofabbreviation.

Printer Pool / Labels

In the printer pool for labels, you can define a dependent label printer for each printer. In this

way, for example, labels can be printed in parallel on special paper while transfer orderdocuments are being printed.



Sort Profile / Multiple Processing

The sort profile sets the sequence of the transfer order items for printing. As of Release 4.1A,this only applies to printing in multiple processing, since during "standard" TO processing thesorting is set already when the TO is created. Furthermore, you can decide during multipleprocessing printing whether there should be a control break, that is, whether printing should

continue on a new page if the field content changes.

Print code

The print code defines the following information for printing transfer orders:

o Form that is used for printing

o Sort sequence (via sort pool) in which the individual items of a transfer order are to beprinted. The sort pool is now called up through the multiple processing run.

o Spool indicator (see above)

o Reading shipping data. With this function you can have additional information forpicking orders called up, for example, the address of the ship-to party or serialnumbers already assigned to the delivery items.

o Reading production data. Here reservations for staging materials for production areread. (Both switches for reading data should be inactivated for time-critical printing.)

o Label form, label spool indicator, and the definition as to how the number of labels isto be determined for each TO item.

The following text explains how you can assign a print code to each movement type in the

Warehouse Management system. A transfer order is always assigned to a movement type. Inthis way, the print code determines the general print parameters for the transfer order.

Assignment of Print Code / Movement Type

You can define different printers and spool codes for various goods movements (sourcestorage type - destination storage type). Also, you can suppress the printing of transferorders, if required.

There are also parameters (print code, form) that you can define both in the configuration"Printer-Movement" as well as in the print code settings.

During the automatic determination of the print parameters, the system proceeds as follows: Ifan item of a transfer order is to be printed automatically, the system determines the generalprint parameters through the print code assigned to the movement type. Afterwards, it checksthe movement-specific print parameters. If one of these parameters (for example, for theform) is also defined in the print code, the system will use the movement-specific parameter.

It is possible to override the definitions for label printing in the print code, depending on thewarehouse movement.

You can also store an additional form for a combined picking list with the spool code and theprinter in order to print a combined document in parallel to single printing for each TO item.This is only possible as an accompaniment to non-combined-printouts (indicator for combined

printing in the print code) and is otherwise ignored.



Assignment Printer - Picking Area

It can be useful to select a printer near the picking area for printing picking orders.

Again you are faced with the question: How does the system proceed with automatic printerdetermination, since it is possible to define a standard printer both in the configuration for"Printer-Movement" as well as in the configurations "Printer - Storage Type", "Printer - Picking

Area", and in the user master of each user?

First the system checks whether a printer is set in the configuration "Printer-Movement". If so,the printer determination is complete at this point.

If not, the system uses the parameter "PriSrcTyp" defined in the configuration "Printer-Movement" to decide how it will proceed.

If the parameter is set here, the system checks if a printer is defined in the setting "PrinterPicking Area" and then proposes this printer.

If the system finds no printer, it searches in the setting "Printer - Storage Type" and uses this,if a printer is set.

If the system cannot find a printer using the methods described above, it selects the printerdefined in the user master of the user currently logged on.

If no printer is defined here, the system automatically proposes LP01. This writes the data tothe spool file.

Assignment Printer - Storage Type

Here you can store one printer per storage type, in accordance with the printer determination

logic described above.

Assignment Print Code - Movement Type

A print code is assigned to each movement type. As described above, the general printinformation is determined by this assignment.

Assignment Print Program - Warehouse Number

You must assign a print program to each warehouse number. The name of the standardprogram is RLVSDR40.

Print Control Multiple Processing

A print report is assigned to each warehouse number for printing acombined transfer order. You can also configure the following:

o the print code

o the printer

o the print time

The print layout is set using forms.



Standard settings

All relevant print control tables are defined in warehouse number 001.

The following print programs are available:

RLVSDR40 (general print program)

RLKOMM40 (multiple processing)

Recommendation

Only use your own print programs if your print requirements are not met by the user exits in thestandard system. If you wish to extend the functionality of the program RLVSDR40, use the user exitMWMD0001 to develop them. If you wish to extend the functionality of the program RLKOMM40, usethe user exit MWMD0002. For further information on enhancements through the user exit, refer to thechapter Develop extensions.

Information on how to adapt forms in Warehouse Management is provided in the chapter Developforms.

Further Recommendations

1. Before you begin with table maintenance, you should first look at all tables carefully and determinewhich ones you need.

2. Then maintain the tables in the prescribed sequence.

Activities

1. Create the spool indicators for each warehouse number.

2. Create the dependent printers for label printing.

3. Define the sort profile for multiple processing.

4. Create the print codes for each warehouse number.

5. Assign the printers to the individual movements.

6. Assign the printers to the picking areas.

7. Assign the printers to the storage types.

8. Assign the print codes to the movement types.

9. Assign the print reports to the warehouse numbers.

10. Assign the print control to the multiple processing runs.

11. Using the analysis program, check whether the settings comply with your needs.



Physical Inventory

In this menu option, you configure the following system settings:

Default values

Types per storage type

Differences

Number ranges



Unlike the material-related physical inventory in the Inventory Management (IM) system, theWarehouse Management system supports inventory procedures based on the storage bin.

Define Default Values

In this menu option you define:

which data should be printed out on the system inventory record

how the entry screen for the inventory count should be set up

Actions

Maintain the default values for each storage type.

Define Types per Storage Type

The Warehouse Management system (WM) supports the following inventory procedures:



Annual inventory(ST)

Counting the material quantity in the storage bins at a fixed inventory date.

Continuous inventory (PZ)

Counting a certain number of storage bins on any day in the fiscal year.

Continuous inventory based on stock placement

When a bin is occupied for the first time in the fiscal year, the system registers that inventoryhas been taken for that bin. You can only use this inventory procedure under certainconditions and must always check with the company auditor first.

Continuous inventory based on zero stock check

This procedure can be activated by the SAP system if a storage bin is empty.

Inventory through cycle counting

Counting of materials according to a pre-classification at different times during the fiscal year.

Requirements

You have coordinated your inventory procedure with the company auditor.

Actions

Maintain the inventory type for each storage type.



Define Differences and Document Limits

In order that the inventory differences can be posted to the interim record for differences, internalmovement types are required.

The movement types used for this purpose belong to the Warehouse Management area. Theinterim record is determined by the system on the basis of these movement types.

Standard settings

In the SAP standard version, the following parameters are preset in warehouse number 001:

Inventory movement types

o 711 (Clear inventory difference)

o 712 (Post inventory difference)

Document items

o 50 (Items per system inventory record)

Recommendation



SAP recommends that you keep the preset movement types in order to avoid posting errors.

Activities

1. Posting /Clearing

Check the preset standard movement types and create -- if necessary -- special movement types forinventory differences for your warehouse numbers.

2. Document items

If you make an entry in this field, you can restrict the system inventory records during their creation toa particular number of items.

Clear Differences (Interface to Inventory Management)

In this section you specify the movement types for posting differences in Inventory Management, andspecify from which storage types this type of posting can be started.

Movement type:

In order to be able to post inventory differences to the interim record for differences, internal

movement types are required.



The movement types used for this purpose come from the Inventory Management system, and referto a movement type in the Warehouse Management system.

The interim record for differences is determined on the basis of these movement types.

Prohibit storage types:

Technically speaking, you can post from practically all storage types. However, it is advisable tocollect the differences in one storage type (999) and start the postings from there.

Standard settings

In the SAP standard version, inventory movement types for Inventory Management are preset inwarehouse numbers *** and 001.

The settings for warehouse number *** are default values. If you require different parameters for a

warehouse number, you can add the difference movement types for the respective warehousenumber.

The system first searches for an exact match for the table entry, that is, with the warehousenumber. If it does not find a corresponding entry, the system will search for warehouse number ***.

Recommendation

SAP recommends that you keep the preset movement types to avoid incorrect postings.

If you want to use the SAP standard system, you do not need to make new table entries for eachwarehouse number. You can work with warehouse number ***.

SAP recommends setting this indicator for all storage types except the difference storage type(999).

Activities

1. Analyze the entries for the default warehouse number *** and (if necessary) create the difference

movement types for your warehouse numbers.

2. Define your own company-individual settings for the movement types.





Maintain Number Ranges

In the menu option "Number ranges" you define number ranges for the inventory documents.

For each warehouse number you can create three number ranges:

for the system inventory records

Here the users create the documents themselves.

For transfer orders that initiate continuous inventory based on stock placement. In this case,the transfer order is the inventory document.

for the quant-by-quant cycle counting physical inventory

SAP Recommendation

Once you have defined your number ranges, you cannot change them if the data in the number rangeintervals has already been used.

Take the long-term data quantity into account. Define your number range intervals accordingly.

Actions

1. Define your number ranges.

2. Maintain your number ranges.



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WM ACtivities.docx