Warehousing manual in Infor LN

8/18/2019 Warehousing manual in Infor LN

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Warehousing - SSA® ERP LN

Student M anual and Exerc ises - Volume 1 of 2


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SSA ERPLN 6

Warehousin

Student Manual and Exercise

WRH_61_SE 11/2004


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Copyright © 2004 by SSA Global Technologies, Inc.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any wor by any means, including, without limitation, photocopying or recording, without the prior written consent of SSA GloTechnologies, Inc.

Important Notices

The material contained in this publication (including any supplementary information) constitutes and contains confidenand proprietary information of SSA Global Technologies, Inc.

By gaining access to the attached, you acknowledge and agree that the material (including any modification, translatioor adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the soleproperty of SSA Global Technologies, Inc. and that you shall not gain right, title or interest in the material (including anmodification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive rigto use the material solely in connection with and the furtherance of your license and use of software made available toyour company from SSA Global Technologies, Inc. pursuant to a separate agreement (“Purpose”).

In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain suchmaterial in strict confidence and that your use of such material is limited to the Purpose described above.

Although SSA Global Technologies, Inc. has taken due care to ensure that the material included in this publication isaccurate and complete, SSA Global Technologies, Inc. cannot warrant that the information contained in this publicatiocomplete, does not contain typographical or other errors, or will meet your specific requirements. As such, SSA GlobaTechnologies, Inc. does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or dama

to any person or entity which is caused by or relates to errors or omissions in this publication (including anysupplementary information), whether such errors or omissions result from negligence, accident or any other cause.

SSA® ERPLN, Warehousing, WRH_61_SE, 10/2004Copyright © 2004 SSA Global Technologies, Inc.

All rights reserved. Printed in the United States of America.

Trademark Acknowledgments

• SSA® ERPLN is a trademark of SSA Global Technologies, Inc. in the United States and/or other countries.

• All other company, product, trade or service names referenced may be registered trademarks or trademarks of therespective owners.


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Contents

Contents ........................................................................................ii i

About this course...................................................................... xi ii

Course Goal.....................................................................................................xiv

Course Objectives............................................................................................xiv Who Should Attend this Course.......................................................................xvi

Audience ......................................................................................................xvi Prerequisites ................................................................................................xvi

Organization of Course Materials ...................................................................xvii

Lesson Objectives.......................................................................................xvii Lesson Materials .........................................................................................xvii Lesson Reviews..........................................................................................xvii Lesson Exercises ........................................................................................xvii

Answer Key .................................................................................................xvii

Flows.......................................................................................................... xviii Icons Used Within this Course.....................................................................xix

Navigation........................................................................................................ xx Menu Paths..................................................................................................xxi

Course Agenda...............................................................................................xxii Duration.......................................................................................................xxii

Course Introduct ion ................................................................ xxii i

The Warehousing Package............................................................................xxiv

Decoupling of Warehousing........................................................................xxv Warehouse Master Data .............................................................................xxv Warehouse Orders & Procedures ..............................................................xxvi Order Processing .......................................................................................xxvi


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Assembly Orders........................................................................................xxvi

Inventory Planning .................................................................................... xxvii

Cycle Counting and Adjustment Orders....................................................xxvii

Inventory Analysis ..................................................................................... xxvii

Inventory Reporting.................................................................................. xxviii

Blocking.................................................................................................... xxviii

Package Definitions and Handling Units .................................................. xxviii Lot Control and Serialized Items................................................................xxix

Cross-Docking............................................................................................xxix

Warehouse Master Data............................................................ 1-1

Define Warehousing Prerequisites .................................................................1-3 Define Warehousing Parameters....................................................................1-4 Master Data Parameters.................................................................................1-5

Item Warehousing Data ............................................................................1-10

Item Data By Warehouse ..........................................................................1-12

Warehouses..................................................................................................1-17

Warehouses in Common Data ..................................................................1-18 Warehouses in the Warehousing Module .................................................1-21

Zones and Locations.................................................................................1-22

Define Storage Capacity ...........................................................................1-31 Copy Ranges of Warehouse Locations.....................................................1-38

Replenishment Location Matrix.................................................................1-40 Exercise: Create Warehouses...............................................................1-42

Exercise: Create a Warehouse Zone ....................................................1-44

Exercise: Create a Location ..................................................................1-45 Exercise: Define Storage Capacity ........................................................1-46

Additional Warehouse Sessions ...............................................................1-47

Package Definitions ......................................................................................1-52

Storage Conditions .......................................................................................1-53 Storage Condition Parameters..................................................................1-55 Create Storage Conditions........................................................................1-58

Link Storage Conditions ............................................................................1-59

Maintain Remarks .....................................................................................1-64

Exercise: Create Storage Conditions ....................................................1-65 Exercise: Link Storage Conditions and Location ...................................1-66 Exercise: Link Storage Conditions and Item..........................................1-67

User Profiles .................................................................................................1-69

Lesson Review..............................................................................................1-72

Review Questions.........................................................................................1-73

Warehouse Orders and Procedures ........................................ 2-1

Warehouse Order Types.................................................................................2-3

Warehousing Procedures............................................................................2-4 Warehousing Procedure Activities ..............................................................2-5 Warehouse Order Types...........................................................................2-11

Default Order Types by Origin ..................................................................2-16

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Exercise: Create a Warehouse Procedure ............................................2-18

Exercise: Create Warehouse Order Types............................................2-20

Warehouse Orders........................................................................................2-21

Warehousing Orders.................................................................................2-23

Outbound Line Statuses........................................................................2-27

Exercise: Create a Warehousing Order.................................................2-34

Easy Entry Warehousing Order ................................................................2-34 Exercise: Create an Easy Entry Warehousing Order ............................2-40

Lesson Review..............................................................................................2-41


Order Processing ...................................................................... 3-1

Receipts and Inbounding ................................................................................3-3 Maintain Incoming Shipment Notices..........................................................3-4

Print Goods Received Note.........................................................................3-6

Warehouse Receipts...................................................................................3-9

Receipt Lines ............................................................................................3-12

Expected Orders .......................................................................................3-15 Inspecting Goods..........................................................................................3-17

Warehouse Inspections.............................................................................3-18

Storage and Put Away ..................................................................................3-21 Storage Lists .............................................................................................3-21

Sort Options for Picking / Storage List ......................................................3-21 Generate Storage Lists .............................................................................3-24

Storage Lists .............................................................................................3-26

Inbound Advice .........................................................................................3-27 Generate Inbound Advice .........................................................................3-29

Put Away Inbound Advice .........................................................................3-30

Exercise: Create an Easy Entry Warehouse Purchase (Manual) Order3-31

Exercise: Print Goods Received Note ...................................................3-32 Exercise: Register Warehouse Receipts...............................................3-33 Exercise: Generate Inbound Advice ......................................................3-34

Exercise: Put Away Inbound Advice......................................................3-35

Outbound Process ........................................................................................3-37

Outbounding..............................................................................................3-38 Outbound Procedure.................................................................................3-38

Exercise: Create an Easy Entry Sales Order.........................................3-61

Exercise: Generate Outbound Advice ...................................................3-62

Exercise: Release Outbound Advice.....................................................3-63

Exercise: Generate Picking List.............................................................3-64

Exercise: Picking List.............................................................................3-65 Exercise: Approve Warehouse Inspections...........................................3-67

Shipments .....................................................................................................3-68

Shipping Documentation...........................................................................3-80 Exercise: Confirm Shipment ..................................................................3-84 Exercise: Outbound Line Status Overview............................................3-85 Exercise: Print a Bill of Lading, Packing Slip, and Packing List.............3-87

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Lesson Review..............................................................................................3-90


Assembly Orders....................................................................... 4-1

List / Kit Item ...................................................................................................4-4

Define a List Item ........................................................................................4-5 Define a Kit Assembly Item (Item Type of Purchased) ...............................4-7

List Groups......................................................................................................4-9 Create a List Group...................................................................................4-10

List Components...........................................................................................4-11

Define a List Component...........................................................................4-12 Warehousing Assembly Order......................................................................4-14

Define a Warehouse Assembly Order.......................................................4-16 Assembly Order Process ..............................................................................4-18

Process a Warehouse Assembly Order....................................................4-18

Exercise: Define a List Item...................................................................4-20

Exercise: Define a Kit Assembly Item (Purchase Item Type) ................4-22

Exercise: Create a List Group ...............................................................4-24 Exercise: Define a List Component .......................................................4-25

Exercise: Create and Process a Warehouse Assembly Order..............4-26

Lesson Review..............................................................................................4-27 Review Questions.........................................................................................4-28

Inventory Planning .................................................................... 5-1

Planned Inventory Transactions .....................................................................5-2 Planned Inventory Transactions by Item.....................................................5-2 Planned Inventory Transactions by Order...................................................5-5

Exercise: View Planned Inventory Transactions by Item.........................5-6

Inventory Commitments and Buffers...............................................................5-7

Item Sales Data...........................................................................................5-9 Sales Order Parameters ...........................................................................5-10 Create New Inventory Commitments and Buffers.....................................5-11 Commit Inventory from Inventory Buffers..................................................5-14

Generate Inventory Commitment ..............................................................5-16 Cancel Inventory Commitment..................................................................5-19

Exercise: Create New Inventory Commitments and Buffers..................5-21

Exercise: Commit Inventory from Inventory Buffers ..............................5-21

Exercise: Cancel Inventory Commitment ..............................................5-23

Inventory Commitments – Additional Impacts...........................................5-24

Lesson Review..............................................................................................5-26


Cycle Counting and Adjustment Orders ................................. 6-1

Cycle Counting................................................................................................6-3 Inventory Handling Parameters...................................................................6-5 Reasons......................................................................................................6-8

Cycle Counting Data ...................................................................................6-9

Exercise: Set Cycle Counting Parameters ............................................6-12

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Exercise: Define Reason Codes............................................................6-13

Generate Cycle Counting Orders..............................................................6-13

Cycle Count Reports.................................................................................6-17

Cycle Counting Orders..............................................................................6-19

Cycle Counting Order Lines......................................................................6-22

Enter Cycle Counting Results ...................................................................6-27

Approve Cycle Counting Variances .......................................................... 6-29 Process Cycle Counting Orders................................................................6-31

Exercise: Generate a Cycle Count Order ..............................................6-33

Exercise: Record Cycle Counting Results.............................................6-34

Warehouse Adjustment Orders.....................................................................6-36

Adjustment Orders ....................................................................................6-37 Process Adjustment Orders ......................................................................6-39

Additional Adjustment Order Sessions......................................................6-40

Exercise: Create an Easy Adjustment Entry..........................................6-42

Exercise: View on Hand Inventory.........................................................6-43

Lesson Review..............................................................................................6-44 Review Questions.........................................................................................6-45

Inventory Analysis .................................................................... 7-1

ABC and Slow-Moving Analysis...................................................................... 7-4 Inventory Analysis Parameters ...................................................................7-5

Perform ABC Inventory Analysis by Item....................................................7-8 Perform Slow-Moving Analysis of Warehouse Inventory Items ................7-13

Exercise: Perform ABC Analysis ...........................................................7-17

Exercise: Perform Slow-Moving Analysis ..............................................7-19 Inventory Valuation .......................................................................................7-20

Item Valuation Groups ..............................................................................7-23

Warehouse Valuation Groups...................................................................7-26

Inventory Valuation Methods.....................................................................7-29 Warehouse – Item.....................................................................................7-32

Exercise: Setup MAUC Inventory Valuation ..........................................7-34

Track Inventory Valuation Transactions....................................................7-43

Inventory Receipt Transactions.................................................................7-44

Inventory Receipt Transaction Consumptions ..........................................7-46 Exercise: Enter Warehouse Purchase (Manual) and Warehouse Sales(Manual) Orders ....................................................................................7-47

Exercise: Valuate MAUC and Inventory Valuations ..............................7-51

MAUC Correction......................................................................................7-51

Perform Inventory Valuation......................................................................7-52

Inventory Variances ..................................................................................7-55 Exercise: Perform an Inventory Valuation .............................................7-58

Demand Forecasts and Order Parameters...................................................7-60

Forecast Methods .....................................................................................7-61 Calculate Demand Forecast......................................................................7-63 Calculate the Economic Order Quantity of an Item...................................7-65 Global Update of Inventory Parameters....................................................7-68

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Lesson Review..............................................................................................7-71


Inventory Reporting .................................................................. 8-1

Inventory Position ...........................................................................................8-2

Inventory by Warehouse and Item ..............................................................8-2 Inventory by Warehouse, Item, Lot, and Location.......................................8-5

Exercise: View Inventory by Warehouse and Item ..................................8-7 Exercise: View Inventory by Warehouse, Item, Lot, and Location...........8-8

Consignment Inventory Position .....................................................................8-9

Consignment Inventory and Usage.............................................................8-9 Inventory Transactions..................................................................................8-11

Inventory Transactions by Location ..........................................................8-12 Inventory Transactions by Item and Warehouse.......................................8-14

Inventory Transactions by Order...............................................................8-16

Delete/Archive Inventory Transactions by Item and Warehouse ..............8-17

Lesson Review..............................................................................................8-20


Blocking ..................................................................................... 9-1

Blocking Reasons...........................................................................................9-6 Reasons for Blocking Warehouse Inventory ...............................................9-6

Set and Remove Blocking Conditions.............................................................9-8

Blocking by Warehouse, Zone, and Location..............................................9-8

Global Block of Warehouses, Zones or Locations ....................................9-10 Inventory Transaction Restrictions for Warehouse Zones ........................9-13 Inventory Transaction Restrictions for Warehouse Locations...................9-16

Blocking Inventory Transactions for Lot Controlled Items.........................9-18

Define Inventory Transaction Restrictions for Lot Controlled Items..........9-19

Blocking for Stock Points ..........................................................................9-20 Blocking Inventory Transactions for Stock Points within a Warehouse.....9-21

Exercise: Create Blocking Reasons ......................................................9-23 Exercise: Create a Lot Controlled Item..................................................9-24

Exercise: Block Lots ..............................................................................9-25 Lesson Review..............................................................................................9-26 Review Questions.........................................................................................9-27

Package Definitions and Handling Units .............................. 10-1

Package Definitions ......................................................................................10-3

Fixed Package Definitions.........................................................................10-4 Variable Package Definition......................................................................10-5

Mixed Package Definitions........................................................................10-6

Item Packaging Data.....................................................................................10-8 Define Item Packaging Data .....................................................................10-9 Fixed Package Definition ........................................................................10-10 Package Definition Levels.......................................................................10-12

Handling Unit Template...........................................................................10-16

Validate Package Definitions ..................................................................10-18

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Link Items to Package Definitions ...........................................................10-19

Exercise: Define Purchased Items ......................................................10-21

Exercise: Define Item Packaging Data ................................................10-22

Exercise: Define Fixed Package Definition..........................................10-23

Exercise: Define Package Definition Levels ........................................10-24

Exercise: Verify Handling Unit Template.............................................10-25

Exercise: Validate Package Definition.................................................10-26 Exercise: Link the Package Definition to an Item ................................10-28

Handling Units.............................................................................................10-29

Masks......................................................................................................10-31

Mask Segments ......................................................................................10-32

Master Data Parameters .........................................................................10-35 Inventory Handling Parameters...............................................................10-36

Define Warehouse Data..........................................................................10-39

Item Data.................................................................................................10-40

Item Data by Warehouse ........................................................................10-42

Management of Packaging Inventory......................................................10-44 Exercise: Define Mask.........................................................................10-49

Exercise: Define a Mask Segment ......................................................10-50

Exercise: Define the Master Data Parameters ....................................10-51

Exercise: Define Inventory Handling Parameters................................10-52

Exercise: Define Item Data..................................................................10-53 Exercise: Define Item Data by Warehouse..........................................10-54

Exercise: Management of Packaging Inventory ..................................10-55

Specify Default Package Definition.............................................................10-61 Set Default Package Definition by Item (Optional)..................................10-61 Define Package Definition by Warehouse and Item (Default).................10-62

Lesson Review............................................................................................10-64

Review Questions.......................................................................................10-65

Lot Control and Serialized Items ........................................... 11-1

Lot Control Setup..........................................................................................11-4

Define Lot Control Parameters..................................................................11-6

Define Lot Selection Codes.......................................................................11-7

General Item Data.....................................................................................11-9 Convert to Lot Item..................................................................................11-11 Convert to Non-Lot Item..........................................................................11-13

Items Costing ..........................................................................................11-14

Create Lots..............................................................................................11-16

Exercise: Define Lot Control Parameters ............................................11-19

Exercise: Lot Selection Codes.............................................................11-19 Exercise: Define General Item Data as Lot Controlled Item................11-20

Exercise: Create Lots ..........................................................................11-21

Lot Features................................................................................................11-23 Define Variable Lot Features ..................................................................11-23 Assign Variable Lot Features by Item .....................................................11-25 Record Values of Variable Lot Features by Item ....................................11-27

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Exercise: Define Variable Lot Features ...............................................11-28

Exercise: Assign Variable Lot Features by Item..................................11-29

Exercise: Record Values of Variable Lot Features by Item .................11-30

Lot Tracking................................................................................................11-32

Track Item Lot Issues..............................................................................11-32

Track Item Lot Receipts ..........................................................................11-33

Serialized Items ..........................................................................................11-35 Set Up Serialized Items ..............................................................................11-38

Define a Mask .........................................................................................11-39

Define Mask Segments ...........................................................................11-40

Define Common Parameters...................................................................11-43

Exercise: Define a Mask......................................................................11-43 Exercise: Define Mask Segment .........................................................11-44

Exercise: Define COM Parameters .....................................................11-45

Define General Item Data .......................................................................11-46

Exercise: Define Serialized Items........................................................11-48

Serial Tracking ............................................................................................11-51 Define Serial Usage and Tracking Settings ............................................11-56

Exercise: Define Serial Usage and Tracking Settings .........................11-56

Process Serialized Items.........................................................................11-57

Exercise Create a Purchase Order......................................................11-66

Exercise: View Serials and Tracking ...................................................11-70 Exercise: View Order Serials ...............................................................11-71

Trace and Track Serial Numbers ................................................................11-73

Exercise: Tracking Serialized Items ....................................................11-74 Lesson Review............................................................................................11-77 Review Questions.......................................................................................11-78

Cross-Docking ......................................................................... 12-1

Cross-Docking Master Data..........................................................................12-3 Cross-Dock Order Priority Definitions .......................................................12-3 Cross Dock Order Priorities ......................................................................12-4

Inventory Handling Parameters.................................................................12-7

Warehouses..............................................................................................12-9

Items – Warehousing Data......................................................................12-11 Warehouse – Item...................................................................................12-13

Exercise: Create Cross-Dock Order Priority Definition........................12-14

Exercise: Create Cross-dock Order Priorities......................................12-15

Exercise: Create Inventory Handling Parameters................................12-16

Exercise: Define Warehouse Dynamic Cross-Docking........................12-17

Exercise: Define Cross-Dock Item Options .........................................12-18 Exercise: Define Warehouse and Item Combination for Dynamic Cross-Docking................................................................................................12-20

Cross-Dock Orders .....................................................................................12-22 Create Cross-Docking Order...................................................................12-25 Create Cross-dock Order Line ................................................................12-27 Approve Cross-dock Order Lines ............................................................ 12-30

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Manually ..............................................................................................12-30

Batch ...................................................................................................12-31

Automatically .......................................................................................12-31

Cancel Cross-dock Orders......................................................................12-32

Define a Manual Cross-Dock Order ........................................................12-34

Exercise: Create and Process a Dynamic Cross-Dock Order .............12-36

Exercise: Easy Entry Warehousing Order (whinh2202m000) .............12-39 Exercise: Create Purchase Order........................................................12-40

Exercise: Create Warehouse Receipt .................................................12-41

Static Cross-Docking ..................................................................................12-44

Sales Order Type....................................................................................12-44

Lesson Review............................................................................................12-46 Review Questions.......................................................................................12-47

List of FlowsThe Flow: Warehousing Parameters ..............................................................1-4

The Flow: Create a Warehouse....................................................................1-17

The Flow: Storage Conditions.......................................................................1-55 The Flow: Warehouse Order Types................................................................2-3 The Flow: Warehouse Orders.......................................................................2-22 The Flow: Receipts and Inbounding ...............................................................3-4

The Flow: The Receiving Process ................................................................3-23

The Flow: Outbound Procedure....................................................................3-40 The Flow: Shipments ....................................................................................3-69 The Flow: Assembly Orders............................................................................4-3

The Flow: Planned Inventory Transactions.....................................................5-2

The Flow: Inventory Commitments and Buffers..............................................5-9 The Flow: Cycle Counting...............................................................................6-4

The Flow: Warehouse Adjustment Orders....................................................6-36

The Flow: ABC and Slow-Moving Analysis.....................................................7-4

The Flow: Inventory Valuation ......................................................................7-22

The Flow: Inventory Position...........................................................................8-2

The Flow: Inventory Transactions.................................................................8-12 The Flow: Blocking..........................................................................................9-4

The Flow: Package Definitions .....................................................................10-7

The Flow: Handling Units............................................................................10-30 The Flow: Lot Control Setup .........................................................................11-5

The Flow: Lot Features ...............................................................................11-23

The Flow: Set Up Serialized Items..............................................................11-38 The Flow: Serial Tracking ...........................................................................11-52

The Flow: Cross-Docking Master Data.........................................................12-3 The Flow: Cross-Docking Order .................................................................12-24

The Flow: Static Cross-docking Order ........................................................12-44

List of FiguresFigure 1 - 1: Define Storage Capacity...........................................................1-32

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Figure 1 - 2: Replenishment..........................................................................1-41

Figure 1 - 3: Package Definitions..................................................................1-52

Figure 2 - 1: Goods Flow Through a Warehouse............................................2-1

Figure 2 - 2: Warehouse Order Procedure ...................................................2-21

Figure 2 - 3: Inbounding – Bringing Goods into a Warehouse......................2-28

Figure 2 - 4: Outbounding – Moving Goods out of a Warehouse .................2-30

Figure 3 - 1: Inbound Process.........................................................................3-3 Figure 3 - 2: Outbound Process....................................................................3-37

Figure 9 - 1: Blocking Example.......................................................................9-9

Figure 9 - 2: Block Lot ...................................................................................9-19

Figure 10 - 1: Pallet – Box – Piece ...............................................................10-5

Figure 10 - 2: Variable Package Definition ...................................................10-6 Figure 10 - 3: Mixed Package Definitions .....................................................10-6

Figure 11 - 1: Lot by Unit ..............................................................................11-2

Figure 11 - 2: Lot Control Options...............................................................11-11

Figure 11 - 3: Track Lots From Creation to Delivery...................................11-32

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About this course

The Warehousing course is designed to provide you with the skills andknowledge necessary to execute the functionalities within the WarehouseManagement package.

This section contains information that will help you use this course materialeffectively both during training and as a performance tool after training.

This information includes:

Course Goal and Objectives

Who Should Attend this Course

Organization of Course Materials

Navigation

Course Agenda

Course Introduction


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About this course

View ABC classification and Slow Moving analysis of inventory.

Perform inventory valuation and process the inventory variances.

Calculate demand forecasts and the economic order quantity (CAMP).

Assess inventory levels and transactions throughout the Inventory Reportingmodule to track when items are received or issued.

Display or print reports regarding inventory information.

Set and maintain Blocking conditions for warehouse inventory.

Block inventory and lot controlled items within a warehouse.

Define Package Definitions to handle shipping and receiving goods.

Implement lot control for purchased and manufactured items.

Track lots by origin.

Set up serialized items.

Track low and high volume serials.

Define cross-docking master data.

Create cross-dock order and order lines.

Cancel cross-dock orders.

Define a manual cross-dock order.

Static cross-docking.

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Who Should Attend this Course

Audience

It is recommended that participants taking Warehousing for SSA ERPLN possessa broad understanding of warehousing and materials handling from a softwareand/or industry perspective.

This course is designed for:

Warehouse personnel

Materials managers

Planners

Sales personnel

Consultants

Prerequisites

This course requires you to have general knowledge of basic business logisticsand warehousing principles. This includes a strong familiarity with the navigationtechniques and commands used with SSA ERPLN.

Before taking Warehousing, you should have successfully completed thesecourses:

SSA ERPLN Webtop Navigation

SSA ERPLN Common Data

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Organization of Course Materials

This course is organized into lessons. Each lesson focuses on a major conceptrelating to Warehousing functions and tasks.

Lesson Objectives

The objectives at the beginning of every lesson enable you to see the functionsand concepts you will master by the end of the lesson.

Lesson Materials

Each lesson sequentially presents concepts and guides you through step-by-stepprocedures. You may see items such as figures, screens, bulleted text, notes,business examples, and/or definitions intended to help you follow along with theprocedures and focus on important ideas.

Lesson Reviews

After each lesson, conceptual and knowledge based questions are provided toassess and reinforce your understanding of the lesson topics and correspondingconcepts presented.

Lesson Exercises

Lesson exercises are included to give you hands-on practice with the importantskills you will learn in the lessons.

Answer Key

An answer key is provided at the end of each lesson to assist you with the reviewquestions.

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Flows

Flows provide a sequential listing of key sessions or activities required to executethe functionality within the software. Each box within the flow states an activityyou will perform. This activity statement is written at the top half of the box. Insome cases, however, activities or tasks may be optional, which may berepresented by additional lines drawn from one box to another. Flows containingsession names and codes tell you where in the software the activity is to becompleted. Alternatively, you may also see Flows that only contain activitystatements.

The Flow: Sample Flow

Start

End

Move the received goods from the

receipt location to the inspection

location

Generate Inbound Advice

(whinh3201m000)

Make sequence of putting goods

away more efficient

Generate Storage List

(whinh3415m000)

Put away the inbound advice

Put Away Inbound Adv ice

(whinh3203m000)

View and put away generated

storage list

Storage List

(whinh3525m100)

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Icons Used Within this Course

These icons may be used within the lesson materials:

NOTE: A Note icon alerts you to additional and helpful information or hintsregarding the topic.

WARNING: A Warning icon calls attention to information or procedures that mustbe followed explicitly.

EXERCISE: An Exercise icon designates when you will complete an exercise to

practice the task.

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Navigation

®SSAERPLN Webtop uses a Graphical User Interface (GUI) to operate on theWindows operating system. Sessions contain icons and menus, which allow youto navigate and execute activities within the software. The sample Toolbardisplays the icons and menu options you will commonly encounter within thesessions. You may see different icons and menu options depending upon thesession you are in.

Sample Toolbar

Icon Icon Name Descript ion

Save and Close Saves the current record and input data and closes thesession.

Save Saves the current record and input data.

Print Prints a report of the session data. You will beprompted to select a report type for printing or enter thedata range for printing.

New (Insert) Creates a new record for inserting data within thesession.

Duplicate Copies the data from a selected record to a new

record. You can then modify the new record to create aunique entry. This enables faster data entry for similarrecords.

Delete Deletes the selected record.

Revert to Saved Cancels any changes made to a record since it waslast opened or saved. To redisplay the changes pressCTRL + E.

Find (Binoculars) Searches and filters for a specific record. You can usemultiple search arguments to find an individual record.

Text Creates or displays Text linked to the selected record.

Show the Attachments

Creates or enables viewing of documents attached tothe selected record. This option is only applicable whenthe Object Data Management module is implemented.

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Icon Icon Name Descript ion

Refresh If you are running more than one session, and you

have made changes in one session that affectsinformation displayed in another session, the Refreshicon will display the affected and updated informationfor all related sessions.

You must always save your changes before you canuse Refresh to make the changes visible in anotheropen session.

First Record(s) Displays the first record in the current Group.

Previous Record(s) Displays the prior sequential record within the currentGroup.

Next Record(s) Displays the next sequential record within the current

Group.

Last Record(s) Displays the last record in the current Group.

New Group Creates a new Group entry enabling you to input datafor a new Group.

First Group Displays the first Group record.

Previous Group Displays the previous sequential Group record.

Next Group Displays the next sequential Group record.

Last Group Displays the last Group record.

Menu Paths

You may see several menu paths in the lessons and exercises. These pathsillustrate where you must navigate to within the software to find the appropriatesession.

In the lesson exercises, menu paths direct you to the appropriate sessions in thesoftware. Within each exercise, you will normally open the session listed in themenu path and view or insert a new record. Sub-sessions may also be required

during exercises and (in most instances) can be accessed from the main sessionlisted in the menu path.

Sample Menu Path

\\ Warehouse Management \ Warehouse Master Data \ Warehouses \Warehouses (whwmd2500m000)

Sub-session: Warehouses (whwmd2100s000)

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Course Agenda

The key topics covered within this course include:

Warehouse Master Data

Inventory Planning

Warehouse Orders

Cross-Docking

Handling Units

Receipts/Inspections

Inbound

Outbound Inspections

Shipments

Cycle Counting/Adjustment Orders

Blocking

Inventory Reporting

Inventory Analysis

History

Warehouse Management Parameters

Duration

Classroom (ILT)

4 Days

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The Warehousing Package

Coordination of an organization’s warehouse network is one of today’s mostimportant business needs and requires an understanding of the relationshipbetween organizational units such as warehouses, production facilities, salesoffices, and purchase offices. The scope of a warehousing package is muchmore than the storage and demand of inventory items.

Figure 1: Warehouse Package Relationships

The components of the Warehousing package are designed to meet a widerange of warehousing requirements, such as mapping internal goods flows withinwarehouses and monitoring all warehouse inventory transactions. Thesecomponents are centralized for areas that include:

Production

Sales

Purchase

Projects

Service

The Warehousing components provide companies with the tools to informcustomers about where (your company’s or your customer’s) goods are located,

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the quantity on hand, current storage conditions, and projected deliveryschedules. The Warehousing package includes such functionality as:

Rules-based inventory replenishment

Picking optimization

The use of advance shipping notices

Multi-level packaging

Consigned goods management

These capabilities also allow for easy integration with financial tools to providegreater enterprise-wide insight into costs and other important decision factors.

Decoupling of Warehousing

Decoupling of the Warehousing package means that you can use this packagewith either a stand-alone or integrated approach. Decoupling a warehouseenhances warehouse activity and inventory tracking. When you choose theintegrated option, you can use several packages with Warehousing. TheEnterprise Planning package handles the replenishment of warehouses withinthe distribution network, the Service package informs the warehouse to replenishthe service warehouses and Production Planning releases requirements to the

warehouse to provide material issues and receipts to the shop floor.

These sources of demand generate Warehouse Orders of various origins.Generation of Inbound and Outbound Control is a function of the Warehousingpackage as a result of decoupling. You can generate warehouse orders fromseveral sources, including the Sales module (for outbounding) and the Purchasemodule (for inbounding), both of which are in the Order Management package.You can also manually create warehouse orders in the Warehousing package.You can track warehouse orders back to the original source that can be used forplanning.


Warehousing Master Data is used extensively throughout the WarehousingPackage. The Warehousing Master Data module is the central repository forsuch information as warehouse types, warehouse zones and locations, andstorage capacity. Specific inventory and packaging data are also defined withinthis module.

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Warehouse Orders & Procedures

Inventory transactions are processed using warehouse orders. Warehouseorders can be manually created or originate from orders in other modules.Warehouse orders can require different handling procedures, depending on theorder origin. Warehousing allows you to define company-specific warehouseorder procedures, which can then be used to process inventory transactions.

Figure 2: Goods Flow Through a Warehouse

Order Processing

Every inventory transaction in Warehouse Management is initiated and controlledby a warehouse order. From a simple transfer to a complicated receipt, one ormore warehousing orders control the movement of inventory and account for it.

The warehousing order type of a warehousing order determines the defaultprocedure to handle inventory transactions, but for individual warehousing ordersor warehousing order lines you can adjust the default procedure.

When a Warehouse Order with a transaction type of Receipt is generated by thesoftware or created manually a receiving process begins. The receiving processis also known as Inbounding. When a Warehouse Order with a transaction typeof issue is generated by the software or created manually the issuing of goodsprocess begins which is also called Outbounding.

Assembly Orders

Services such as assembly and packaging are supported by means ofwarehousing assembly orders. These orders are used to collect goods toassemble into one item. Warehousing assembly orders are manually created.These types of orders transform goods in the warehouse and can be performed

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at any location in the warehouse as long as the location is marked as assemblypermitted.

Inventory Planning

Warehousing enables you to manage inventory for items. Inventory Planningenables you to effectively manage inventory levels, ordering, and commitmentsto meet your customer service needs.

One method of managing inventory is to provide Inventory Commitments foritems to ensure your customer deliveries are met, ensuring high levels ofcustomer satisfaction. Inventory Commitments allow dedicating inventory to

specific orders to ensure item availability for delivery.

Inventory Planning also entails Planned Inventory Transactions. PlannedInventory Transactions allow other modules to pass expected goods movementsto the warehouse module. This can be an effective tool in managing staffing andinventory levels by enabling you to see the expected inbound and outbound ofgoods.

Cycle Counting and Adjustment Orders

To facilitate the accuracy of inventory, the Warehousing Management packageoffers cycle counting and inventory adjustment functions.

Cycle Counts are intended to check the registered inventory with the actualinventory at a designated moment in time. The Cycle Counting module enablescompanies to perform physical inventory checks based on an item stock point.These counts can be performed on a periodic basis or manually forced forindividual items as the need arises.

Occasionally, you may need to make adjustments to the registered inventory dueto discrepancies, such as the loss of goods or miscounts. Adjustment Orders areused to manually change the registered inventory at the stock point.

Inventory Analysis

In a dynamic logistics environment, keeping a clear overview of the essentiallogistics data can be difficult. The Inventory Analysis (INA) module in

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Warehousing is designed and developed to assist in obtaining this analyticalinformation. The INA module contains three distinct sections:

1. Inventory Valuation

2. Forecasting

3. Order Advice

Inventory Reporting

Inventory Reporting contains information to assist in assessing Inventory levels

through the Inventory Reporting module and Inventory Transactions to trackwhen items are received or issued. The Inventory Reporting module enablesusers to ascertain current inventory levels and track the goods flow in and out ofthe warehouse. Reporting capabilities exist to display or print reports regardinginventory information.

Blocking

The term blocking refers to the system function used to disable inventorytransactions within a warehouse, a group of locations, or a specific location. A

block prevents any further processing of the transaction or item to which theblock applies. Blocks may be applied for any number of reasons. Blocks may beapplied because a warehouse is undergoing reconstruction, or because a rackhas been damaged by a forklift truck. A hazardous material spill may causeinventory within a warehouse zone to be blocked. When a block occurs, thesystem allows you to designate a reason for the blocking.

Package Definit ions and Handling Units

A particular item can realistically be purchased, stored and sold in various units,for example an individual piece, or a box of 10 pieces, or a pallet that contains 24boxes of 10 pieces each. The definition and tracking of the various packagingconfigurations is handled with the concepts of Package Definitions and HandlingUnits.

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Definitions

Package Defini tion : Can exist and be used on its own or it can be the

starting point for the use of handling units. Depending upon the type ofpackage definition that is defined, handling units may or may not be required.The type of package definition that is used also defines the process in whichthe details of the packaging structure are defined.

Handling Unit: A uniquely identifiable physical unit that consists of packagingand contents. A handling unit has a structure of packing materials and items. A handling-unit structure can vary from a simple box that contains a particularnumber of items, to a more complex structure such as a pallet with a numberof boxes, which in turn contain smaller boxes that contain a number of items. A handling unit structure can consist of various handling units related in aparent-child fashion. You can manually create a handling unit structure for a

given number of items, or you can define a package definition in which youset up a template that determines the handling unit structure for particulartypes of items.

Lot Control and Serialized Items

Cross-docking is the process by which inbound goods are immediately takenfrom the receipt location to a staging location for issue, without intermediatestorage. For example, cross docking may be used to fulfill an existing sales orderfor which no inventory is available.

A serialized item is a physical occurrence of a standard item that is given aunique lifetime serial number. This enables you to track the individual itemthroughout its lifetime, for example, through the design, production, testing,distribution, and maintenance phases. A serialized item can consist of otherserialized components.

Cross-Docking

Cross-docking is the process by which inbound goods are immediately taken

from the receipt location to a staging location for issue, without intermediatestorage. For example, cross docking may be used to fulfill an existing sales orderfor which no inventory is available. The application distinguishes two types ofcross-docking:

Static

Static cross-docking is initiated in the Order Management package by generatinga purchase order from a sales order. In the Sales (SLS) module, a cross-dock

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order is created, and, by means of purchase order advice, a purchase order islinked to the sales order. This cross-docking functionality is called static,

because it is not possible to change anything to the cross-docking process withinthe Warehousing Module.

Dynamic

Dynamic cross-docking does not require a pre-established link between apurchase order and a sales order. Instead, it enables users to create cross-dockorders and cross-dock order lines at an ad hoc basis. Changes to the cross-dockorder and cross-dock order lines, including cancellation, can be done at variouspoints in the cross-docking process. The application can also automaticallycreate cross-dock order and/or cross-dock order lines.

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Warehousing Master Data is used extensively throughout the WarehousingPackage. The Warehousing Master Data module is the central repository forsuch information as warehouse types, warehouse zones and locations, andstorage capacity. Specific inventory and packaging data are also defined withinthis module.

Warehouse Master Data Business Objects

A business object is a set of sessions that are technically and/or functionallyrelated. Warehouse Master Data contains these business objects:

Items

Warehousing

Warehouse Order Procedures

Miscellaneous

Error Recovery

Items

The items business object is used to view and maintain information specific toitems in relation to warehousing. Warehousing defaults, Item Inventory data (theuse of locations), Item Valuation group codes, Items and their packaging, andlocation data (fixed locations, matrix of locations) are defined here.

Warehousing

The Warehousing business object is used to maintain and define informationabout warehouses for a logistic company. Locations and zones can be


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maintained and defined here as well as a search sequence to view inventory inother logistic companies.

Warehouse Order Procedures

To handle warehouse orders and handling units the Warehouse Order Procedurebusiness object is used. Before receiving or delivering goods warehouse ordersprocedures and types must be defined.

Miscellaneous

The miscellaneous business object contains master data sessions to defineinventory valuation methods, forecasts methods, assembly kits, user profiles etc.

Error RecoveryThe Error Recovery business object has sessions used to recover data in thecase of a catastrophe. These sessions will rebuild your data for plannedinventory transactions and inventory at the stock point level.

Lesson Objectives

After completing this lesson, you will be able to:

Define zones and locations for your warehouse.

Create locations using the copy function.

Create dock locations.

Define inventory storage capacities.

Define fixed locations.

Define a replenishment matrix.

Define storage conditions.

Link storage conditions to warehouses, locations, items, and item groups.

Set up user profiles.


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Define Warehousing Prerequisites

Prior to creating Warehousing master data, General Item data and CommonData must be defined. The information defined in these modules will be usedwhen creating Warehousing Master Data. Some of the data requiring prior setupbefore defining Warehouse Master Data includes:

Item base data and item ordering data found in General Item Data.

In the COM module, warehouse(s) must be created. While much of thecommon data is not required before working with master data, basic dataincluding business partner, financial tables, and logistical tables need to bedefined.

Additionally, parameters in the Master Data Parameters (whwmd0100s000)session will require defining an order for Warehousing to function correctly.These parameters include information regarding:

Inbound activity

Outbound activity

Storage conditions


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Define Warehousing Parameters

In the Master Data Parameters (whwmd0100s000) session, warehouseparameters that control how locations are used for both inbound and outboundadvice in the Inventory Handling module are defined. These parameters willdetermine the inbound and outbound material handling parameters at thecompany level, affecting all warehouses in the organization.

The Flow: Warehousing Parameters

Define warehouse parameters

Master Data Parameters

(whwmd0100s000)

Start

End

Define warehouse item defaults

Item - Warehousing Defaults

(whwmd4101s000)

Define information about a specific

item in a specific warehouse

Warehouse - Item

(whwmd2110s000)


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The Warehouse Master Data Parameters (whwmd0500m000) session is used toview or change the parameters for the Warehousing Master Data. This sessioncontains:

A history list of parameter sets and their effective dates.

The current parameter set, at the top of the list (without an effective date).

If you make any required changes and save the new parameter, the system willperform these actions:

Adds the new set to the history list.

Updates the current set (at the top of the list).

\\ Warehouse Management \ Warehouse Management Parameters \ MasterData Parameters (whwmd0500m000)

Sub-session: Master Data Parameters (whwmd0100s000)

In / Outbound

Master Data Parameters (In/Outbound tab)


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Field Description

Inbound Group Box

Use Only UnoccupiedLocations when GeneratingInbound Advice

Selecting this checkbox indicates that the system will onlyrecommend inbound advice for locations that do notcurrently have inventory on hand. This is true even forlocations where the item contained is the same as the itembeing inbounded.

Use Free (Unfixed)Locations when GeneratingInbound Advice

If this checkbox is selected, the system first takes intoaccount fixed locations and then free locations whengenerating inbound advice in the Generate Inbound Advice(whinh3201m000) session.

If this checkbox is cleared, the system only takes intoaccount fixed locations when generating inbound advice in

the Generate Inbound Advice (whinh3201m000) session.Revision of Order Bindingwhen Entering Receipts

The Revision of Order Binding when Entering Receiptscheck box applies when you enter receipts.

If this check box is selected, the system only generatesinbound advice for revisions of engineering items on theorder.

Outbound Group Box

Revision of Order Bind whenGenerating OutboundAdvice

The Revision of Order Bind when Generating OutboundAdvice check box applies when you generate outboundadvice.

If this check box is selected, the system only generates

outbound advice for lots that include the revisions ofengineering items that are the same as the revisions asrecorded on the outbound order line. So, the revision onthe outbound-order line is binding for the revision of theoutbound advice.

Revision of Order Bindingwhen manually EnteringOutbound Advice

The Revision of Order Binding when manually EnteringOutbound Advice check box applies when you manuallyenter an outbound advice.

If this check box is selected, you can only manually createoutbound advice for lots that include the revisions ofengineering items that are the same as the revisions asrecorded on the outbound-order line. So, the revision on

the outbound-order line is binding for the revision ofoutbound advice.

Order Group Box

Engineering Revisions onOrders Active

Defines whether revisions will be tracked in theWarehousing package.


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Storage Conditions

The Storage Conditions tab sets the parameters for testing storage conditions.

The system can perform a check on items, item groups, locations, andwarehouse. The storage conditions are tested during inbound movement andduring transhipment (warehouse transactions).

The test is performed to see whether the storage conditions within thewarehouse or location meet the required conditions for the item (group).

Master Data Parameters (Storage Conditions tab)

The Storage Conditions tab contains parameters determining how the systemhandles storage conditions and also the default units of measure forwarehousing.

Field Description

Location Weight The unit of measure in which weight is expressed. This unit is

used throughout Warehousing to handle the location capacity interms of weight and the item weight (i.e., maximum weight andavailable weight).

Location Length This unit is used to handle the location capacity in terms ofwidth, depth, and height to define the item dimensions.

The physical quantity of the unit of measure entered in theLength Unit. The field value should be of type Length.


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Field Description

Test Storage

Conditions (GroupBox)

Allows you to check for storage conditions. The check is

performed when these actions occur:

Storing Item in a warehouse

After an Inbound movement

After Transhipment

Item Determines if the system will check for storage conditions at theitem level during inbounding or processing of warehousetransactions into a warehouse.

Item Group Determines if the system will check for storage conditions at theitem group level during inbounding or processing of warehousetransactions into a warehouse.

Location Determines if the system will check for storage conditions at thelocation level during inbounding or processing of warehousetransactions into a warehouse.

Warehouse Determines if the system will check for storage conditions at thewarehouse level during inbounding or processing of warehousetransactions into a warehouse.

Once you have created an item, location, or package definition, and thisfield has been completed, you cannot change it.

Set Master Data Parameters

\\ Warehouse Management \ Warehouse Management Parameters \ MasterData Parameters (whwmd0500m000)

Sub-session: Master Data Parameters (whwmd0100s000)

To set master data parameters:

1. Highlight the Actual Set radio button.

2. Click the Go to Details icon.

3. Make any necessary changes.

4. Save and Close the session.


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Item Warehousing Data

When you insert a new warehousing item, the default values for some fields arederived from the data registered in the Item - Warehousing Defaults(whwmd4101s000) session. These defaults are set up for a combination of itemtype and item group.

\\ Warehouse Management \ Warehouse Master Data \ Items \ Item –Warehousing Defaults (whwmd4501m000)

Sub-session: Item – Warehousing Defaults (whwmd4101s000)

Item Warehousing Defaults

Field Description

Location Controlled The Location Controlled field indicates whether this item useslocations. This setting overrides data defined for a warehouse. Whenan item is not location-controlled, it is sorted at the warehouse level,even if the warehouse has locations.


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Field Description

Floor Stock If this check box is selected, the item originates from floor inventory.

Items can be stored as floor inventory if:

The associated inventory carrying costs are low.

They are present on the shop floor.

Issues may not be entered manually.

Frequency forStorage Inspection

Frequency for Storage Inspection is used to determine how manytimes an item must be cycle-counted.

Period for Shelf Life The unit of time in which the item’s shelf life is expressed.

Outbound Method The Outbound Priority determines the order in which goods will beselected when fulfilling warehouse order. Options include:

FIFO: First In, First Out. The inventory with the oldest date will beissued first.

LIFO: Last In, First Out. The inventory with the most recent datewill be issued first.

By Location: The inventory in the location with the highestoutbound priority will be issued first.

Define the Item Warehousing Data

\\ Warehouse Management \ Warehouse Master Data \ Items \ Item –

Warehousing Defaults (whwmd4501m000)Sub-session: Item – Warehousing Defaults (whwmd4101s000)

To define the item warehousing data:

1. Click the New icon.

2. Select an Item Type and Item Group.

3. Enter any appropriate information.



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Item – Warehousing Defaults

Item Data By Warehouse

The Item Data by Warehouse (whwmd2110s000) session enables you to defineinformation about a specific item in a specific warehouse. This definition is usefulin cases where one warehouse requires special handling of or different inventorylevels for the item.


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\\ Warehouse Management \ Warehouse Master Data \ Warehouse – Item(whwmd2510m000)

Sub-session: Warehouse – Item (whwmd2110s000)

General

Warehouse - Item (General tab)

Field Description

Use Item OrderingData

If this check box is selected, the values entered in the Item –Ordering (tcibd2100s000) session are taken into account.


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Replenishment

Warehouse – Item (Replenishment tab)

Field Description

OrderMethod

Defines the rules for the quantity to order when it is time to replenish.Options include:

Lot-for-Lot: Orders exactly the amount that has been used.

Economic Order Quantity: Orders the system-calculated EOQ.

Fixed Order Quantity: Orders a specified f ixed order quantity. Forexample, you may order 100 of an item at a time. 100 is the fixedquantity.

Replenishment to Max: Order a quantity that will replenish thestock back up to the maximum inventory quantity.


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Valuation

Warehouse – Item (Valuation tab)

Field Description

Inventory ValuationMethod

Controls the method used for determining an inventory'svalue. The Valuation Method field is filled automatically.

Define Item Data By Warehouse

\\ Warehouse Management \ Warehouse Master Data \ Warehouse – Item

(whwmd2510m000)Sub-session: Warehouse – Item (whwmd2110s000)

To define item data by warehouse:


2. Use Warehouse 001 and XXITEM (Replace XX with your initials).


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3. Enter any additional values.


Warehouse - Item


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Warehouses

When you make the decision to establish a warehouse, you must also decidehow that warehouse operation will be set up. Will your warehouse contain zonesand locations? Is it your intent to have many locations within the warehouse or

just a few? Do you wish to have bulk and pick locations within your warehouse?How many receiving and staging areas will be set up in the warehouse? Are fixedlocations better suited to your warehousing needs than multi-item locations?

The Flow: Create a Warehouse

Define warehouse zones

Warehouse - Zones

(whwmd3110s000)

Create a warehouse

Warehouses(tcmcs0103s000)

Define warehouse locationsWarehouse - Locations

(whwmd3100s000)

Define warehouse details

Warehouses(whwmd2100s000)

Define storage capacity

Warehouse - Location - Capacity(whwmd3101s000)

Generate range of warehouselocations

Copy Ranges of Locations(whwmd3200m000)

Establish Item ReplenishmentMatrix

Replenishment Location Matrix(whwmd3504m000)

Start

End


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Warehouses in Common Data

You define a warehouse in the Warehouses (tcmcs0103s000) session and link itto an Enterprise Unit (Financial Company). The warehouse type defines what thewarehouse will be used for and what transactions the warehouse is responsiblefor.

A warehouse designated as a Consignment Inventory Warehouse consists ofgoods owned by another Business Partner, but stored on site, either at yourfacility or at your Business Partner's facility. A not-owned consignmentwarehouse designates inventory stored at your facility but owned by a BusinessPartner. Materials are available for consumption, but are not purchased untilused. An owned consignment warehouse contains goods at a customer Business

Partners site, that are not purchased until used at the customer site.

\\ Common \ Tables \ Logistic Tables \ Warehouses (tcmcs0503m000)

Sub-session: Warehouses (tcmcs0103s000)

Warehouses

Field Description

Enterprise Unit A warehouse is linked to a EU, which is tied to a financial company.


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Field Description

Warehouse Type Designates the purpose of the warehouse and the functionality for

transactions and planning based on the type. Valid warehousetypes consist of:

Normal: An area used for storing goods. This is the defaultwarehouse type.

Shop Floor: A warehouse that stores intermediate inventory inorder to supply work centers. A shop floor warehouse is linkedto one or more work centers and can be supplied with goods bymeans of replenishment orders, or by pull-based materialsupply.

Project: A destination warehouse assigned to single or severalprojects. It can only be used to store goods assigned to the

project(s). By defining a project warehouse and linking it to aproject, activity, or element, you can effectively manage yourinventory.

Service: A specific warehouse such as a service car or servicekit, where goods are stored for maintenance purposes. Theinventory present in this warehouse cannot be used for otherpurposes.

Service Customer Owned: A type of warehouse that you useexclusively to store items that are owned by the customers andthat have been sent to the depot to be repaired or serviced.Receipt and issue of items does not affect the value of thewarehouse inventory because the items are owned by thecustomers. Therefore, receipt and issue of items does not result

in f inancial transactions.

Service Reject: A type of warehouse that you use to storeitems, which after inspection are rejected.

Consignment (not owned): A warehouse that can only beused for consigned inventories, and is owned by the supplier(Ship-from Business Partner). A single or multiple BusinessPartners can use this warehouse. Consignment usage istracked and used for invoicing.

Consignment (owned): A warehouse that is used for theadministration of inventory owned by your company but storedat the customer's site (Ship-to Business Partner). This inventory

is assigned to that specific Business Partner and cannot beused by other Business Partners.


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Create Warehouse

\\ Common \ Tables \ Logistic Tables \ Warehouses (tcmcs0503m000)

Sub-session: Warehouses (tcmcs0103s000)

To create a warehouse:


2. Enter a warehouse name in the Warehouse field.

3. Enter a description in the Description field.

4. Select an Address Code, Enterprise Unit, and Warehouse Type.


Warehouses


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Warehouses in the Warehousing Module

When you enter a Warehouse in the Common package, warehouse informationis automatically copied to Warehousing. You can maintain additional data suchas locations and calendar in the Warehouses (whwmd2500m000) session.

Documents

Warehousing manual in Infor LN