Warehouse Manual

Warehouse Procedures Manual
Version 7.2.0
February 1999
Document Number WHP-72UN
Supply Chain
Lawson Software, Inc., believes that the information described in this manual is accurate and reliable, and
much care has been taken in its preparation. However, no responsibility, financial or otherwise, can be
accepted for any consequences arising out of the use of this material, including loss of profit and indirect,
special, or consequential damages. No warranties extend beyond the program specification.
The customer should exercise care to assure that use of the software and related documentation is in full
compliance with the laws, rules, and regulations of the jurisdictions in which it is used.
These materials are confidential unpublished works of Lawson Software, Inc. Contents of this publication
are copyrighted and cannot be reproduced in any form without the written permission of Lawson Software,
Inc. The information contained herein is subject to change. Revisions may be issued from time to time, and
Lawson Software, Inc., assumes no responsibility to advise customers of changes or additions.
All brand or product names mentioned herein are trademarks or registered trademarks of Lawson Software,
Inc., or the respective trademark owners.
2002 Lawson Software, Inc.

All rights reserved
Printed in the United States of America
Contents
Introduction
vii
Before You Start ................................................................ viii

How This Manual Is Organized .......................................... viii
Lawson Software Documentation ........................................ix
Documentation Short Names ........................................ix
Applications ....................................................................x
Environment ..................................................................xi
Training Materials .......................................................... xi
Lawson Software Documentation Standards ...................... xii
Key Names ................................................................... xii
Terminology ................................................................ xiii
Lawson Software Support .................................................. xiv
Lawson Software Help Line .........................................xv
Lawson Software Fax Number ..................................... xv
Lawson Software Documentation Internet Mail Address
xv
Chapter 1: Considerations Before Setup
17
Warehouse Terms ............................................................. 17

Required Setup .................................................................. 18
General Ledger Setup ................................................. 18
Inventory Control Setup .............................................. 18
Inventory Control Setup that Affects Warehouse ............... 19
Allocation Method ........................................................ 19
Allocation Sequence ................................................... 20
Allocation Formula ...................................................... 21
Comment Types .......................................................... 22
Billing Setup that Affects Warehouse ................................ 23
Route Delivery ............................................................. 23
Allocation Date ............................................................ 23
Order Entry Setup that Affects Warehouse ....................... 24
Accounts Receivable Setup that Affects Warehouse ........ 24

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Contents
iii
Order Processing ......................................................... 24

Requisition Processing ................................................ 25
Drill Around Security ...........................................................26
Chapter 2: Setup
27
Defining Process Types ..................................................... 27

Defining Shipping Methods ................................................ 28
Converting Non-Lawson Shipments ................................... 29
Converting Shipments ................................................. 30
Chapter 3: Procedures
33
Processing Orders .............................................................. 34

Processing Steps ......................................................... 34
Processing Flowchart .................................................. 35
Processing Requisitions ..................................................... 36
Processing Steps ......................................................... 36
Processing Flowchart .................................................. 37
Allocating Inventory ............................................................ 38
Allocating in Batch Mode .............................................38
Allocating in Online Mode ............................................ 42
Printing the Pick List ...........................................................45
Creating the Pick List ................................................... 46
Creating the Bulk Pick List ........................................... 47
Making Changes After Printing .................................... 47
Performing Picking Feedback ............................................ 48
Performing Online Picking Feedback ..........................49
Performing Batch Picking Feedback ............................ 51
Interfacing Picking Feedback ....................................... 52
Overpicking Line Quantities ......................................... 52
Merging Shipments ...................................................... 53
Performing Packing Feedback ........................................... 54
Performing Online Packing Feedback ......................... 55
Performing Batch Packing Feedback ..........................57
Interfacing Packing Feedback ..................................... 57
Overpacking Line Quantities ........................................58
Merging Shipments ...................................................... 59
Performing Shipping Feedback .......................................... 60
Performing Online Shipping Feedback ........................ 61
Performing Batch Shipping Feedback ......................... 63
Interfacing Shipping Feedback .................................... 64
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Overshipping Line Quantities ...................................... 64

Merging Shipments ..................................................... 64
Performing Detail Feedback .............................................. 66
Setting Up in Inventory Control ................................... 66
Assigning Details in Warehouse ................................. 67
Preassigning Details ................................................... 68
Manually Assigning Details ......................................... 69
Automatically Assigning Details .................................. 70
Releasing Shipments ......................................................... 70
Processing Backorders ...................................................... 72
Processing Proof of Delivery Orders ................................. 73
Setting Up ................................................................... 73
Processing Orders ...................................................... 74
Tracking MSDS Forms ...................................................... 75
Creating Bills of Lading ...................................................... 76
Defining Bills of Lading for Shipments ........................ 76
Adding BOLs During Feedback ................................... 77
Performing Shipping Feedback Across Shipments ..... 78
Sharing Freight Charges in a Bill of Lading ................. 78
Processing Future Orders .................................................. 79
Processing Kits .................................................................. 80
Using Finished Goods ................................................. 80
Using Make-to-Order Kits ............................................ 81
Preassigning Details for Component Items ................. 81
Processing Make-to-Order Kits ................................... 82
Assigning Details to Kit Components .......................... 84
Processing Documents with Catch Weight Items .............. 85
Using Units of Measure ............................................... 85
Processing with Catch Weights ................................... 86
Delivering Orders by Route ............................................... 88
Assigning Routes ........................................................ 88
Adjusting Routes ......................................................... 89
Processing Orders by Route ....................................... 90
Changing and Deleting Stops ..................................... 91
Deleting Orders on a Stop ........................................... 92
Transferring Stops ....................................................... 92
Transferring Orders ..................................................... 93
Chapter 4: System Logic
95
Shipment Status Codes ..................................................... 95

Allocation Hierarchy ........................................................... 96

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Orders .......................................................................... 96
Requisitions ................................................................. 97
Future Days Calculation ..................................................... 97
Shipment Backordered or Voided Service ......................... 99
System-Assigned Routes ................................................. 100
Route Defaults ........................................................... 100
Delivery Day Change ................................................. 100
Program Numbering .........................................................101
Appendix A: System Programs
103
Programs Listed by Function ............................................ 103

System Setup ............................................................ 103
Allocation ................................................................... 103
Pick Lists .................................................................... 104
Feedback ................................................................... 104
Shipments .................................................................. 106
Processing Orders by Route ......................................106
Bills of Lading ............................................................ 106
Conversion Program ..................................................107
Additional Listings and Reports ................................. 107
List of Forms and Subforms .............................................108
Appendix B: Typical Questions
111
Glossary
113
Index
123
~ END OF THIS SECTION ~
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Introduction
The LAWSON INSIGHT II Warehouse system is a software
package that creates and processes shipments for orders and
requisitions.
The following are some of the major features and benefits of the
Warehouse system.
Companies who use external (non-Lawson) systems to create

orders and requisitions can use the Warehouse system to
process their documents.
Process types determine which shipment processing steps

are required for orders and requisitions.
Quantities for inventoried items are easily visible, including

stock-on-hand, on order, allocated, backordered, and on-hold
quantities.
You can assign allocation priority to items and allocate part of

a document line.
Feedback to the system is done by batch, shipment, or bin

sequence.
Kit components can be tracked by bin, lot, serial number, and

multiple unit of measure.
Lawson recommends that you read the following before

continuing.
If you create
Read the
Orders
Order Entry Procedures Manual
Requisitions
Requisitions Procedures Manual

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Introduction
vii
Before You Start
Before You Start

The LAWSON INSIGHT II Environment is the environment under
which all Lawson applications run. It provides the features you use
to perform your daily tasks. The LAWSON INSIGHT II Desktop
Client provides the user interface for the Environment and
applications. You can work in a character-based or Windows
desktop environment.
If you are not familiar with the Desktop Client, read the Getting
Started with the Desktop Client manual (Desktop Client Getting
Started) for your hardware environment. Desktop Client Getting
Started offers a simple approach to learning environment and
applications features. It introduces basic concepts, important
terms, and instructions in an easy-to-follow format.
How This Manual Is Organized

The Warehouse Procedures Manual covers presystem setup,
everyday processing, and typical warehouse procedures. For
more comprehensive learning, Lawson Software recommends
that you use the online help text along with this manual.
This manual has four chapters, two appendixes, and a glossary.
Chapter 1, Considerations Before Setup, includes information
you need to know before using this application.
Chapter 2, Setup, gives instructions for setting up this
application.
Chapter 3, Procedures, gives instructions for typical procedures
you perform on a regular basis.
Chapter 4, System Logic, gives detailed information about how
this application works.
Appendix A, System Programs, lists all the programs in this
application both by function and by form ID.
Appendix B, Typical Questions, answers some common
questions about this application.
To get online help for a specific form or field, press Help (F1) from
that form or field.
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Introduction

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Lawson Software Documentation

Documentation for LAWSON INSIGHT II applications covers the
following areas:
Applications
Environment
Training Materials
All products can use the following documentation:
Online help offers information about menu options, forms,

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

online book. These books are accessible from the Desktop
Help menu. From the Help menu, choose an online book.
Context-sensitive Windows help is available if you choose the

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

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

Version 7.2.0
Introduction
ix
Applications
Introduction
The application Procedures Manual is a how-to guide for

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

data conversion process. Conversion workbooks are written
for new Lawson clients that are converting from a non-Lawson
system to a Lawson application system. The conversion
workbooks explain considerations for data conversion,
include diagrams illustrating the conversion process, and
provide detailed instructions for converting data. Conversion
workbooks are available on the Lawson client Internet site.
Contact your account representative for the URL address.
Application online help text gives you quick access to detailed

information about a form, a field, program file usage, or the
data files in an application. Choose Help (F1) to view the help
text. See the Desktop Client Getting Started manual for your
hardware environment for more information.
User Text gives you information on using forms and form

fields.
Data File Text gives you information on what data files

contain and lists the updated and referenced programs by
data file.
Technical Text lists the updated and referenced files by

program.

Version 7.2.0
Environment
Getting Started with the Desktop Client (Desktop Client

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

(Desktop Client Getting Started Quick Reference) is an easyto-use reference card to guide you in your daily work. This
card explains some of the common features of the
Environment and applications.
Training Materials
The application Training Manual includes information you

need to learn the basics of an application system. Use this
manual with the application procedures manual.
The Lawson Trainer Catalog contains course schedules and

descriptions for the Environment, Desktop Client, and
applications classes.
You can view the current training schedule and course catalog
at our World Wide Web site at the following address.
World Wide Web site:
http://www.lawson.com
To obtain a password or request a specific password, contact

webmaster@lawson.com

Version 7.2.0
Introduction
xi
Lawson Software Documentation Standards

Lawson Software uses the following character styles in its
documentation.
This
Represents
bold
A key name or a function key name. For

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

example, lapm productline PO20.1.
Important information that requires your
attention.
A manual title.
(F1)(F24)
A function key number. For example, if the

instructions say Press Help (F1), press the
key(s) mapped for the (F1) function key on your
keyboard.
Key1+Key2
A plus sign between key names instructs you to

press and hold down the first key, then press
the second key. For example, Press
Shift+FndNxt (F3) instructs you to press and
hold down the Shift key, then press the FndNxt
(F3) function key. Release both keys to
complete the action.
Key Names
Because different keyboards can have different key names, your
keyboard key names might not match those used in Lawson
Software documentation. For example, if the instructions say
Choose OK, and your keyboard does not have an OK key, press
the key that is mapped as the OK key on your keyboard (for
example, the F12 key or the Enter key).
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Introduction

Version 7.2.0
If you use the Desktop Client, press Alt+K to display your

keyboard mapping on the terminal screen. If you use a third-party
emulator, see the documentation for the package you use.
Terminology
Lawson Software uses several terms in its documentation that
have a precise meaning. The following table defines these terms.
Term
Meaning
choose
Start a process, for example, open a form or a

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

required to complete the form or subform, and
choose OK to send the data.
In some fields, you must choose Define to open
the form or subform where you can define the
field value.
OK
Accept or send the data. For example, choosing

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

Version 7.2.0
Send data for processing. Depending on your

hardware, you can press different keys to perform
this task.
Introduction
xiii
Lawson Software Support
Term
Meaning
select
Identify an item to process. Selecting an item

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

bar to the next field.
At a command line, type the letters exactly as
written, then press Enter.
use
Start a form or subform.

For complete information about starting forms
and subforms, see the Desktop Client Getting
Started manual for your hardware environment.

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

Version 7.2.0
Lawson Software Help Line

The Lawson Software Help Line is open Monday through Friday
from 7:00 AM to 7:00 PM (central time). Emergency service is
available after 7:00 PM and on weekends.
Help Line:
1-800-695-9000
Help Line from New York State:
1-800-888-3440
Help Line in the United

Kingdom:
(0)181-754-8460
Lawson Software Fax Number

You can fax questions or suggestions about a manual to the
Documentation Production Manager using the Lawson Software
fax number.
Fax number:
612-379-8569
Lawson Software Documentation Internet Mail

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

Version 7.2.0
documentation@lawson.com
Introduction
xv
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Introduction

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Chapter 1
Considerations Before Setup

Consider the following before setting up the Warehouse system:
Warehouse Terms
Required Setup
Inventory Control Setup that Affects Warehouse
Billing Setup that Affects Warehouse
Order Entry Setup that Affects Warehouse
Accounts Receivable Setup that Affects Warehouse
Drill Around Security
Warehouse Terms
The Warehouse Procedures Manual uses four terms that you
need to understand before continuing.
Term
Description
Document
An order or requisition that creates a demand in

the Warehouse system.
Destination
The address to which goods are shipped for

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

Version 7.2.0
The quantity of an inventoried item that is

reserved from a bin, lot, serial number, or
multiple unit of measure. You decide which
items require detail tracking in the LAWSON
INSIGHT II Inventory Control system.
Chapter 1 Considerations Before Setup
17
Required Setup
Term
Description
Create PO
A document that creates a purchase order.

Note For information on defining a create PO
order, see the Order Entry Procedures Manual.
Required Setup
You must perform setup in two LAWSON INSIGHT II systems
before you can begin processing shipments in the Warehouse
system. The two systems are the
General Ledger system and the
Inventory Control system.
General Ledger Setup

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

The pieces you need to define in the Inventory Control system are
listed in the following table.
18
You define
To
Company
Add your company to the Inventory Control

system.
Item groups
Identify a group of inventoried items for one or

more companies and the valid units of
measure for those items.
Items
Add the items you sell to customers or

requesters.
Locations
Define locations in which you keep a group of

inventoried or nonstock items.

Version 7.2.0
For more information, see the Inventory Control Procedures

Manual.

When defining your company in the Inventory Control system, you
make important decisions that affect processing. You decide
whether to allocate using the online or batch method,
what the allocation sequence is,
what formula the system will use to calculate the available-toallocate quantity, and
which comment types print on pick lists and packing lists.
First, you decide whether you want to allocate items using the
online or batch allocation method.
Allocation Method
Allocation means that you reserve inventory quantities for a
document line item. When you enter a document, you create a
demand in the Warehouse system. You need to allocate or
reserve items to fill that demand. The following table lists the items
that you allocate in the Warehouse system.
Kind of item
Description
Inventoried
An item for which the Inventory Control system

maintains quantity and costs.
Nonstock
An item that is defined in the Inventory Control

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

Control system and is not tracked in inventory
(one-time item you buy from a vendor).
Note In the Requisitions system, service items also exist. They are
used for services such as equipment repair or copier
maintenance. You cannot process these kinds of items in the
Warehouse system.

Version 7.2.0
19
During setup, you decide how to allocate items, using the online
or batch method. Online allocation means that you allocate
inventory for a document at the same time that you enter the
document. You fill documents on a first come, first served basis,
and can tell customers or requesters immediately about items with
insufficient stock that need backordering.
Batch allocation means allocating inventory by running a batch
program. The item quantities remain open (unreserved) until you
run the batch allocation program. Companies with a high volume
of documents run WH110 (Batch Allocation) at least once a day.
If you select the batch allocation method, you must run WH110 as
one of the shipment processing steps.
Online allocation companies run WH110 to allocate backorders
and future orders. A backorder exists when an item has
insufficient quantity in inventory to fill a document. When you
receive more of the item in stock, run WH110 to allocate the
backordered quantity. Future orders are not allocated or delivered
until some point in the future.
For information on how the system handles future orders, see
Processing Future Orders in chapter 3.
Allocation Sequence
Your second decision involves determining the sequence in which
documents are allocated when you run WH110 (Batch Allocation).
The two options are
priority and
document entry date.
The source of the allocation priority is different, based on whether

you are allocating orders or requisitions.
Kind of document
Source for allocation priority
Orders
AR10.1 (Customer)
Requisitions
RQ10.1 (Requisitions)
Note The requisition allocation priority
defaults to 50 if you do not enter a priority
on the requisition.
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Version 7.2.0
If you allocate based on customer priority, you can assign each

customer an allocation priority in the LAWSON INSIGHT II
Accounts Receivable system. This priority determines which
customer gets first option on inventory when allocating in batch
mode.
Allocation Formula
The third decision involves defining the formula that the system
uses to calculate and display the available-to-allocate quantity.
The available-to-allocate quantity is the quantity available for you
to reserve. You define the formula as equal to the stock-on-hand
quantity plus or minus a series of other quantities.
The Allocated Quantity, In-Process Quantity, and Backordered
Quantity are always subtracted. The remaining quantities are:
On-Order Quantity
Intransit Quantity
Work-in-Process Quantity
Inspection Hold Quantity
You decide whether each quantity is to be added or subtracted
from the stock-on-hand quantity. The following table explains
these quantities.
Kind of quantity
Indicates the
Allocated
Item quantity that was allocated (always

subtracted).
In-Process
Item quantity that currently requires

picking, packing, or shipping feedback
(always subtracted).
Backordered
Quantity that could not be allocated

because there was not enough available in
inventory (optionally subtracted).
On-Order
Purchase orders that are not yet received

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

inventory locations (optionally added).

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21
Kind of quantity
Indicates the
Work-in-Process
Quantity used by the LAWSON INSIGHT II

Work Order system to indicate the quantity
of finished goods in the process of being
produced.
Inspection Hold
Item quantity that was put on hold by the

LAWSON INSIGHT II Purchase Order
system (optionally added).
Comment Types
In the Inventory Control system, you define comment types, which
group item comments into user-defined types. During item setup,
you decide which of these comment types print on two Warehouse
system reports, the
pick lists and
packing lists.
Pick lists are documents that list suggested item quantities to pick
from inventory. Packing lists are a list of packed items by inventory
location.
22
For information on
See
Pick lists
Printing the Pick List in chapter 3.
Packing lists
Performing Packing Feedback in chapter 3.

Version 7.2.0

The two processing options that you choose when setting up your
company in the Billing system are
delivering goods by route and
which date to use in batch allocation.
Route Delivery
A critical decision you make is whether you deliver your own
goods to customers. This is a one-time decision that you should
plan carefully.
Companies that deliver their own goods would select the route
processing option. In route processing, customers are assigned to
routes and stops in the company. Routes indicate the day on
which you deliver goods and the sequence in which you deliver
them.
Selecting the route processing option is a one-time decision that
you cannot change. By selecting the option, you agree that orders
meant for route delivery are processed differently.
For information on entering orders, see the Order Entry
Procedures Manual. For information on processing orders by
route, see Delivering Orders by Route in chapter 3 and SystemAssigned Routes in chapter 4.
Allocation Date
If your company allocates orders by batch, you can choose which
date the system will use when you run the batch allocation
program. The three dates are the
document entry,
requested delivery, and
expected ship dates.
The expected ship date is the date you expect to ship goods to a
customer or requester.
For requisitions, the only date used for batch allocation is the
requested delivery date that was entered on the requisition.

Version 7.2.0
23

Order types define the kind of invoice being created for an order.
You define order types in the Order Entry system during setup.
Each order type contains a process type, which determines the
shipment processing steps that are required for an order.
Note For information on process types, see Defining Process
Types in chapter 2. For information on order types, see the Order
Entry Procedures Manual.

When defining customers in the Accounts Receivable system, you
make more decisions that affect warehouse processing.
Order Processing
For orders, you decide whether each customer
requires Proof of Delivery,
accepts partial shipments and backorders,
requires a credit check, and
has a pick priority (for preferred customers).
Proof of Delivery refers to the form that customers use to confirm

that they received goods before being billed for them. All
shipments require a Proof of Delivery (POD) form when you select
this option. You do not bill a customer until the POD form is
returned or the grace period expires. You enter the date that you
received the form during feedback before printing the invoice.
During customer setup, you decide whether each customer
accepts partial shipments and backorders. If a customer does not
accept backorders and you try to enter a document for that
customer when backorders exist, the system will not let you
continue entering the document. For customers who do not accept
partial shipments, you can enter and process documents when
there is an item shortage, but you cannot ship the goods until the
demand is completely filled.
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Version 7.2.0
Note If you have installed LAWSON INSIGHT II Enterprise

Workflow, an E-mail notice is sent indicating that a shipment was
backordered. For information, see Shipment Backordered or
Voided Service in chapter 4.
Some customers need to have a credit check performed at two
times, when releasing an order and before printing the pick list.
The pick list is a form that suggests item quantities to pick from
inventory. If the system is to check credit at either of these times,
you define the percentage of credit that you allow in each aging
period. Define a hold code for the system to use with each aging
period when a customer exceeds the credit limit. The system puts
the document on hold until you receive payment.
You can assign customers a pick priority to give valued customers
the first option on available inventory.
Note For more information, see the Order Entry Procedures
Manual.
Requisition Processing
The following table describes how the same processing options
are handled for requisitions.
Option
How handled for requisitions
Proof of Delivery
Does not apply to requisitions
Backordering
Backordering is automatic (you cannot

choose whether to allow it)
Credit checking
Does not apply to requisitions
Pick priority
Defined on the requisition itself

(defaults to 50)

Version 7.2.0
25

The Lawson Software Drill Around feature gives users access to
LAWSON INSIGHT II Business Management System data. Users
can move between summary and detail information by selecting
options. Therefore, security must be defined so that confidential
information is accessible only to appropriate users. For
information about defining security for the Drill Around feature, see
Defining Drill Around Security in the Lawson User
Administration chapter of System Administration.
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Version 7.2.0
Chapter 2
Setup
This chapter gives instructions on setting up the Warehouse
system.
Defining Process Types
Defining Shipping Methods
Converting Non-Lawson Shipments
Defining Process Types

Process types are user-defined codes that determine the
shipment processing steps a document must go through. They are
assigned by location. In defining a process type, you decide which
kinds of feedback are required. The three kinds of feedback are
picking,
packing, and
shipping feedback.
Picking feedback indicates the actual quantities that you picked

from inventory. Packing feedback indicates what you packed for
shipment to a customer or requester. Both these kinds of feedback
are optional.
The last kind of feedback is shipping feedback, which indicates
what you shipped to the customer or requester. Shipping feedback
is required for all documents, regardless of process type. Stockon-hand quantities are reduced in the Inventory Control system
when you release the shipment.

Version 7.2.0
Chapter 2 Setup
27
To define process types

1. Use WH01.1 (Process Type) to decide which processing
steps a document must go through before invoicing.
2. Select the Add form action and the Add line action.
Enter the process type and decide whether picking and
packing feedback are required for documents with this
process type.
Optional report
Run WH201 (Process Type Listing) to list valid process types

for your company.
The report indicates whether picking or packing feedback is
required.

Companies that might not deliver their own goods can create
shipping methods to tell how shipments are to be sent. Examples
of shipping methods include air freight, truck, and courier delivery.
Define default customer shipping methods when adding
customers in the Accounts Receivable system. Orders placed for
that customer include the default shipping method, but the system
lets you override the shipping method on the order itself. A
description of the shipping method prints on the invoice.
You can inactivate a shipping method quickly and easily. For
example, your company used to ship by truck but switched to a
courier service. Select Inactive for the truck shipping method and
add the new courier service method. You cannot enter the inactive
method on future orders.
Note Shipping methods are used with orders, not requisitions.
28
Chapter 2 Setup

Version 7.2.0
To define shipping methods

1. Use WH11.1 (Shipping Method) to define valid shipping
methods for your company.
2. Select the Add form action and the Add line action.
Enter the shipping method and indicate whether the method is
active.
Note You cannot delete shipping methods that are being used
by the system.
Optional report
Run WH211 (Shipping Method Listing) to list valid shipping

methods.

After you define process types and shipping methods, you can
convert shipments from your non-Lawson system to the
Warehouse system.
For complete information on the conversion process, use the
Warehouse system documents listed in the following table.
Document
Description
Conversion Workbook A step-by-step training manual to guide

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

Version 7.2.0
Chapter 2 Setup
29
Document
Description
Data File Text
Online help text for application data

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

programs. See form and field text for
each conversion program for more
information about how to run the
conversion programs.
Note For information on interfacing pick lists and feedback, see the
Supply Chain Management Technical Guide.
Converting Shipments
You can convert shipments from your non-Lawson system to the
Warehouse system.
After you review your conversion options and get your data ready
to convert, run the following program to convert your non-Lawson
shipments.
WH830 (Shipment Load Program)
Note Converted shipments are brought in as historical.
30
Chapter 2 Setup

Version 7.2.0
The following table lists the shipment conversion database files

and the database files that WH830 updates, depending on the
kind of data you are converting.
File
Name
Shipment
WHSHIPMENT
Shipment Line
WHSHIPLINE
Shipment Line Kit Component
WHSHIPCOMP
Shipment Line Detail
WHSHLDTL

Version 7.2.0
Chapter 2 Setup
31
32
Chapter 2 Setup

Version 7.2.0
Chapter 3
Procedures
This chapter gives instructions on warehouse procedures you
perform on a routine basis.
Processing Orders
Processing Requisitions
Allocating Inventory
Printing the Pick List
Performing Picking Feedback
Performing Packing Feedback
Performing Shipping Feedback
Performing Detail Feedback
Releasing Shipments
Processing Backorders
Processing Proof of Delivery Orders
Tracking MSDS Forms
Creating Bills of Lading
Processing Future Orders
Processing Kits
Processing Documents with Catch Weight Items
Delivering Orders by Route

Version 7.2.0
Chapter 3 Procedures
33
Processing Orders
Processing Orders
The orders that you enter in the Order Entry system go through
certain steps before you create invoices for them.
Processing Steps
Use the following steps to process an order.
To process orders
1. Enter and release the order.
2. Optional. View or change allocation. See Allocating
Inventory.
3. Print the pick list. See Printing the Pick List.
4. Optional. Perform picking feedback. See Performing Picking
Feedback.
5. Optional. Perform packing feedback. See Performing
Packing Feedback.
6. Perform shipping feedback. See Performing Shipping
Feedback.
7. Optional. Perform detail feedback for shipment items tracked
by detail. See Performing Detail Feedback.
8. Release the shipment. See Releasing Shipments.
9. Create the shipment-related invoice. See the Billing
Procedures Manual.
34

Version 7.2.0
Processing Orders
Processing Flowchart
The following chart shows the processing steps for orders.
Enter/InterfaceOrders
(OE10 / OE510)
Release Order
Batch Allocation?
(OE10 / OE110)
No
View or Change Allocation

(WH20)
(optional)
Yes
Allocate in Batch Mode

(WH110)
Print Pick List

(WH130)
Perform Picking Feedback

(WH30)
(optional)
Perform Interface Feedback

(WH520)
Perform Packing
Feedback
(WH31)
(optional)
Perform Batch Feedback

(WH132)
Perform Shipping
Feedback
(WH32)
Release Shipment
(WH190)
Create Shipment-Related
Invoice
(OE129)

Version 7.2.0
35
The requisitions that you enter in the Requisitions system go
through certain processing steps before you close the requisition
and print the delivery ticket.
Processing Steps
Use the following steps to process a requisition.
To process requisitions
1. Enter the requisition and optionally print it.
2. Review and approve the requisition.
Note If you are not requesting items directly from a vendor,
skip to step 5.
3. Have the buyer review and create the purchase order. The
requisition goes to the Purchase Order system.
4. Receive the purchase order. If the purchase order contains
inventoried items or the location replenishes another location,
go to step 5.
If the purchase order contains nonstock or special items, close
the requisition and print the delivery ticket.
5. Print the pick list. See Printing the Pick List.
6. Optional. Perform picking feedback. See Performing Picking
Feedback.
7. Optional. Perform packing feedback. See Performing
Packing Feedback.
8. Perform shipping feedback. See Performing Shipping
Feedback.
9. Release the shipment. See Releasing Shipments.
10. Close the requisition and print the delivery ticket. See the
Requisitions Procedures Manual.
36

Version 7.2.0
Processing Flowchart
The following chart shows how to process requisitions.
Enter Requisition
(RQ10)
Print Requisitions
(RQ111)
(optional)
Review & Approve

Requisitions
(RQ12)
or use Workflow
Requesting Directly
from a Vendor?
Perform Picking Feedback

(WH30)
(optional)
No
Batch Allocation
Companies Run
WH110 (Batch Allocation)
Print Pick List

(WH130)
Perform Packing Feedback

(WH31)
(optional)
Yes
Buyer Review
and
Create Purchase Order
(RQ20)
Requisition goes to LAWSON

INSIGHT Purchase Order
system
Receive Purchase Order

(PO30)
Yes
Perform Shipping Feedback

(WH32)
Inventory Type Item

and/or Location Replenishing
Another Location?
Release Shipment
(WH190)
No
Close Requisition
and Print Delivery Tickets
(RQ120)

Version 7.2.0
37
Allocating inventory
reserves inventory to fill demands and
reduces the available quantity.
The two ways of allocating inventory to fill a demand are the batch
and online modes. When setting up your company in the Inventory
Control system, you select one of these methods. If you select
batch allocation, running the batch program becomes a required
processing step.
Allocating in Batch Mode

With batch allocation, item quantities remain open until you run the
batch program. Batch allocation is for companies that give priority
to certain customers and enter many documents.
Companies run WH110 (Batch Allocation) to
allocate backordered item quantities,
deallocate (change existing allocations),
allocate future orders, and
allocate part of a line.
For orders, you made decisions during setup that affect batch
allocation. During Billing system setup, you selected a date for the
system to use when allocating orders in batch mode. The three
dates are the
expected ship date,
requested delivery date, and
document entry date.
For requisitions, the only date used for batch allocation is the
requested delivery date that you entered on the requisition.
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Version 7.2.0
To allocate in batch mode
Run WH110 (Batch Allocation) to allocate documents.

For information on
See
Allocating backorders
Backordering and
Deallocating
Deallocating
Allocating future orders
Allocating part of a line
Filling Part of a Line
Optional report
Run WH226 (Items on Backorder Report) to list items that are

backordered for a specific location.
Backordering
If there is not enough of an inventoried item in stock to fill a
document, the system puts the item on backorder. A single
document or document line can create several shipments
because of backordering.
For example, a document containing lines with sufficient inventory
can be allocated and continue processing today. The system
creates a shipment for the allocated items when you print the pick
list.
Backordered lines from the same document can be allocated
when you receive more in stock. Continue processing and print
the pick list again. Because you printed the pick list twice for the
same document, the system creates two shipments for the
document.
For information on
See
Merging two or more

shipments
Merging Shipments

Version 7.2.0
39
With orders, you get one invoice for each shipment when you run
OE129 (Daily Shipment Journal). If partial shipments are not
allowed, the system will not create a pick list until all document
lines are allocated. Partial shipments are invoiced as is. With
requisitions, you get one delivery ticket for each shipment when
you run RQ120 (Delivery Ticket).
Note The system does not allocate a make-to-order kit until the kit
is complete and all options selected. For more information, see
Using Make-to-Order Kits.
You can backorder or void shipment lines during picking, packing,
and shipping feedback. If you have installed Enterprise Workflow,
the user who created the order receives an E-mail notice telling
which shipment lines were backordered or voided. For
information, see Shipment Backordered or Voided Service in
chapter 4.
Deallocating
Deallocation lets you undo previous allocations. You might want to
undo or deallocate when part of a document is backordered. For
example, your company wants to allocate an entire document at
once when you receive more in stock, not backorder part of the
document.
Two online allocation forms contain a field where you indicate if
allocation is firm for a line.
WH20.1 (Inventoried Allocation)
WH20.2 (Nonstock & Special Allocation)
The Firm field indicates whether you can change allocation by

running WH110 (Batch Allocation).
In the Firm field select
To
Open for Confirmation
Change allocation for the line

Note If you select Open for
Confirmation, you can run WH110
(Batch Allocation) to deallocate
inventory.
40

Version 7.2.0
In the Firm field select
To
Confirmed Demand
Prohibit changing allocation

Note If you run WH110 for
documents with items whose
allocation is firm (Confirmed
Demand), the program will not
deallocate those items.
To deallocate items
1. Use one of two online allocation forms to indicate you want to
change allocation for a line.
WH20.2 (Nonstock & Special Allocation)
Select the Change form action and the Change line action. In
the Firm field, select Open for Confirmation.
2. Run WH110 (Batch Allocation) to deallocate the items.
In the Documents field, enter the document you want to
deallocate.
In the Deallocate field, select Yes. The system deallocates or
undoes the allocation.
Filling Part of a Line

WH110 (Batch Allocation) also lets you fill part of a document line.
For example, you have three documents requesting 10 of the
same item. However, you only have 20 of that item in stock and
want to fill part of all three documents.
You can enter a percentage of 50% and the program allocates 5
items for each of the three documents, or 15 items total. The
program backorders the rest.
Note Percentages are used only for items in short supply.

Version 7.2.0
41
To fill part of a line

1. Run WH110 (Batch Allocation) to allocate only part of a
document line.
2. In the Documents field, enter the document for which you want
to allocate part of a line.
3. In the Orders or Requisitions fields, enter the percentage you
want to fill for the line.
Allocating in Online Mode

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

special items
WH20.3 (Bin Allocation)
WH20.4 (Lot Allocation)
WH20.5 (Serial Allocation)
WH20.6 (UOM Allocation)
You can allocate inventoried items online by bin, lot, serial

number, and multiple unit of measure if these items are set up for
tracking. You made the decision to track items by details when
defining items in the Inventory Control system. For more
information, see Performing Detail Feedback.
Note You can preassign bins, lots, serial numbers, and units of
measure and later change the assignments. For information, see
Preassigning Details.
42

Version 7.2.0
Displaying Quantities
WH20.1 (Inventoried Allocation) displays the following quantities
for inventoried items.
Kind of quantity
Description
Stock On Hand
Quantity on hand in the warehouse
On Order
Quantity that reflects the purchase orders

not yet received
Allocated
Quantity already reserved
Intransit
Quantity between warehouse locations
In Process
Quantity in picking, packing, or shipping

feedback stage
On Hold
Quantity put on hold by the Purchase Order

system
Backordered
Quantity that could not be allocated due to

insufficient inventory
Allocatable
Quantity calculated from the formula you

defined in the Inventory Control system
during company setup
The same company can perform both online and batch allocation
together. For example, you can change allocation online even
after running the batch allocation program.
Changing Allocation for Inventoried Items

Use the following steps to change allocation for items that you
track in inventory.
To change allocation for inventoried items
1. Use WH20.1 (Inventoried Allocation) to change how the
system allocates an inventoried item.
Allocated lines display until you print the pick list.
2. Select the Change form action and the Change line action.
In the Allocated Qty field, enter the item quantity that you want
to allocate.

Version 7.2.0
43
Optional reports
Run WH220 (Ready to Allocate) to list document lines that are

released but not allocated.
The report shows the originating system, document and line
number, and open and allocatable quantities.
Run WH221 (Allocated Not Printed) to list documents that are

allocated but not printed on a pick list.
number, original quantity, and allocated quantity that has not
been printed.
Changing Allocation for Nonstocks and Specials

Use the following steps to view or change allocation for nonstock
and special items.
To change allocation for nonstock and special items
1. Use WH20.2 (Nonstock & Special Allocation) to change
allocation.
Allocated lines display until you print the pick list.
In the Allocated Qty field, enter the item quantity you want to
allocate.
Specifying Substitute Locations

You can allocate inventoried items from a substitute location when
there is not enough inventory at the line location.
Each line of a document can be allocated from a different location.
However, you cannot allocate part of the line from one location
and part from another. When you select a substitute location, the
entire line is allocated from the new location.
To specify substitute locations
1. Use WH20.1 (Inventoried Allocation) to select an alternate
location.
44

Version 7.2.0
3. Choose the Loc button to open the Sub Location subform.

Select the Change subform action and select the substitute
location you want to assign to the line.

The pick list prints a list of released and allocated documents
based on the expected ship date and the next processing step.
The sequence of processing steps is:
picking feedback (optional)
packing feedback (optional)
shipping feedback (required)
Warehouse personnel use the pick list to pick the items from
inventory and fill the demand. Depending on the process type, the
pick list becomes a list to pick, pack, or ship from.
The program you run to print the pick list is WH130 (Pick List
Print). WH130
creates a shipment for released demands that are created

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

purchase order (if applicable),
assigns a shipment number (by location) to the demand, and
lets you decide how to print lines (in shipment and line
sequence, shipment and bin, lot, and serial number sequence,
or shipment and preferred bin sequence).
The allocated quantity and the quantity to pick from inventory print
on the pick list.
When you print the pick list you can prompt the system to assign
details automatically. For example, if an item is tracked by bin, you
can prompt the system to assign the bin number for you. For more
information, see Performing Detail Feedback.

Version 7.2.0
45
Note If you use a third-party warehouse system and need to

interface pick list records with your system, you can run a batch
program. For information, see the Supply Chain Management
Technical Guide.
Creating the Pick List

Use the following steps to print the pick list for released
documents.
To print the pick list
1. Run WH130 (Pick List Print).
The total cubic area and weight information prints if you
defined cubic and weight information during item setup.
If you reprint a pick list for a specific shipment or batch, the
report displays a message indicating that the document was
reprinted.
2. Optional. In the Allocate Details field, select Yes to prompt the
system to assign details automatically. For information, see
Automatically Assigning Details.
Note You can preassign details for items that are tracked by
bin, lot, serial number, or multiple unit of measure. For
information, see Preassigning Details.
3. Optional. In the Print Option field, select how to print lines on
the pick list (Shipment Line Sequence, Bin/Lot/Serial
Sequence, or Preferred Bin Sequence).
Note If you do not select bin sequencing, the program prints by
shipment and line number.
Optional report
46
Run WH222 (Shipments In Process) to list shipments by

process step (Pick, Pack, Ship, Release, or Close).

Version 7.2.0
Creating the Bulk Pick List

Bulk pick lists make it easy for warehouse personnel to pick items
for several documents at once and make fewer trips through the
warehouse.
Use the following steps to print the bulk pick list.
Note You must print the pick list before printing the bulk pick list.
To print the bulk pick list
1. Run WH131 (Bulk Pick List) to print released and allocated
documents.
2. Optional. In the Documents In Status field, select the
processing status you want to print (To Be Picked, To Be
Packed, or To Be Shipped).
3. Optional. In the Sequence Option field, select the sequence of
printed bins (for items tracked by detail).
Making Changes After Printing

After you print the pick list, the system restricts what you can and
cannot change. The following table lists what you cannot change
after printing the pick list.
You cannot
Using
Delete a document line if a shipment exists for

the document line
OE10 or RQ10
Change the inventory location or the substitute

location
WH20.1, RQ10
Change the allocated line quantity to be less

than
the printed pick list quantity
WH110
Note You can create pick lists in the form of a flat file instead of a
paper report. This feature is useful for companies whose
warehouses are far from the computer center or for those using
public warehouses. For more information, see the Supply Chain
Management Technical Guide.

Version 7.2.0
47

You can perform picking, packing, and shipping feedback by
shipment,
batch, and
bin sequence (for bin-tracked items).
The picking feedback stage is where you enter the actual

quantities you picked from inventory. Picking feedback is an
optional step depending on the process type.
Note If the process type does not require picking or packing
feedback, the system assumes the document was picked or
packed in full. For information on process types, see Defining
Process Types in chapter 2.
When you perform feedback by shipment, you can perform
several important actions. They work the same way on all
feedback forms.
Form action
Lets you
Delete
Delete the shipment but not the document

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

Note If you change line quantities after
entering feedback, you must select the
Change form action and the Finish form
action.
48

Version 7.2.0
Form action
Lets you
Undo
Undo the picking feedback performed online

or using the batch feedback program
WH132 (Batch Feedback). You can undo
picking feedback as long as you have not
performed packing feedback.
Back Order
Backorder all shipment lines.

Note For information on the Shipment
Backordered or Voided service, see
in chapter 4.
Walkthru
Edit lines whose bin, lot, serial number, or

unit of measure quantities do not match the
shipment line quantities.
Note Before you can backorder or delete a quantity, you must first
undo any previous feedback.
Performing Online Picking Feedback

Use the following steps to indicate what you picked from inventory.
To perform picking feedback
1. Use one of the online picking feedback forms:
WH30.1 (Picking Feedback by Shipment)
WH30.2 (Picking by Batch)
WH30.3 (Bin Sequence Picking Feedback)
2. Select the Finish form action to pick the full amount for all
lines.
3. Optional. Choose the Shipment Info button to open the
Additional Shipment Info subform.
Use the subform to add shipping information, such as the
shipping method, transportation identifier, and Bill of Lading
number.

Version 7.2.0
49
4. Optional. When you perform feedback by shipment, you can

choose the Merge button to open the Merge Shipments
subform. The Merge function is available only when shipping
feedback has not been completed.
Use the subform to merge all shipments for a single
document, destination, and location. All shipments to be
merged must be at the same processing step (picking,
packing, or shipping feedback).
Note Once you merge shipments, they cannot be undone.
5. Optional. When you perform feedback by shipment for catch
weight items, you must choose the C button to open the Catch
Weight subform. This subform is only available for catch
weight items.
Enter the stock unit of measure quantity. For information, see
Processing Documents with Catch Weight Items.
assign details to items that are tracked by bin, lot, serial
number, or multiple unit of measure. Choose the appropriate
button to assign details to items and the system transfers you
to the appropriate form.
Choose this button
To assign
Bin numbers
Lot numbers
Serial numbers
Multiple units of measure
7. Optional. If you want to perform feedback by shipment for

make-to-order kits that are already assembled, choose the K
button to open the Preassembled Kits subform.
Enter the quantity of preassembled make-to-order kits that
you picked.
50

Version 7.2.0
Optional reports and inquiries

Use WH80.1 (Shipment Inquiry by Location) to inquire on

shipments for a specific location.
Use the Drill Around feature for more information about the
shipment.
Use WH80.2 (Shipment Inquiry by Document) to inquire on

shipments for a specific document.
shipment.
Performing Batch Picking Feedback

You can perform batch feedback for one specific kind of feedback
(picking, packing, or shipping feedback) as long as the previous
processing step is complete. Run WH132 (Batch Feedback) to
perform large amounts of feedback at one time.
Use the online feedback forms to handle exceptions (to change
picked, packed, and shipped quantities) after running WH132.
To perform batch picking feedback
1. Run WH132 (Batch Feedback).
2. In the Batch Number field, select the batch for which you want
to perform feedback.
Batch numbers are assigned when you run WH130 (Pick List
Print).
3. In the Feedback Step field, select Pick to perform picking
feedback in full.

Version 7.2.0
51
Interfacing Picking Feedback

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

The Warehouse system lets you pick more than what was printed
for a shipment line. For example, you print the pick list for a
document and a customer calls to request more of the same item.
Use one of the feedback forms to increase the line quantity and
pick more than the original line.
Note The overpack and overship line actions are available on the
packing and shipping feedback forms, and they work the same
way.
To overpick line quantities
1. Use any document entry form to increase the document line
quantity after printing the pick list.
2. Use WH30.1 (Picking Feedback by Shipment) to pick more
than what was originally entered on a line.
3. Select the Change form action and the Over Ship line action
for the line you want to overpick.
Tip You can overpick a line if you have not performed the next
processing step. To overpick a line with packing or shipping
feedback, you must undo all feedback, increase the line
quantity on a document entry form, and overpick the line
quantity.
4. Enter the quantity you picked.
52

Version 7.2.0
Merging Shipments
A single document or document line can cause the system to
create several shipments, for example, because of backorders or
create PO documents.
When processing a document with more than one shipment, each
run of OE129 (Daily Shipment Journal) creates an invoice for each
shipment. Frequently, customers want only one invoice. The
Warehouse system provides a function called merge shipments
for this reason.
By merging shipments, you can create only one invoice for the
same
document,
destination, and
location.
You merge shipments before completing shipping feedback. After

you merge shipments, you cannot undo the merge. The shipments
must be at the same processing point.
To merge shipments
1. Use WH30.1 (Picking Feedback by Shipment) to merge
shipments.
2. Select the Change form action and choose the Merge button
to open the Merge Shipments subform.
3. Choose OK twice to merge all shipments for the same
document number, destination, and location.
When you complete shipping feedback, all document lines
appear on one shipment.


shipment.

Version 7.2.0
53

shipment.

Like picking feedback, packing feedback is an optional step
depending on the process type. Packing feedback is where you
indicate what you packed for shipment to the customer or
requester.
You can print the packing list to put in with the actual shipment.
Run WH224 (Packing List Print) to print the packing list during any
processing stage.
feedback forms.
Form action
Lets you
Delete

itself.
Finish
Perform packing feedback in full.

action.
Undo
54
Undo the packing feedback performed

online or using the batch feedback program
packing feedback as long as you have not
performed shipping feedback.

Version 7.2.0
Form action
Lets you
Back Order

in chapter 4.
Walkthru

Performing Online Packing Feedback

Use the following steps to indicate what you packed.
To perform packing feedback
1. Use one of the online packing feedback forms:
WH31.1 (Packing Feedback by Shipment)
WH31.2 (Packing by Batch)
WH31.3 (Bin Sequence Packing Feedback)
2. Select the Finish form action to pack the full amount for all
lines.
number.

Version 7.2.0
55

weight items.
Processing Documents with Catch Weight Items.
Choose this button
To assign
Bin numbers
Lot numbers
Serial numbers

Enter the number of preassembled make-to-order kits that you
packed.
56

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

inventory location.

Version 7.2.0

shipment.

shipment.
Performing Batch Packing Feedback

You can perform batch feedback for either picking, packing, or
shipping feedback as long as the previous processing step is
complete. Run WH132 (Batch Feedback) to perform large
amounts of feedback at one time.
Use the online forms to change picked, packed, and shipped
quantities after running WH132 to handle any exceptions.
To perform batch packing feedback
1. Run WH132 (Batch Feedback) to perform batch feedback.
2. In the Batch Number field, select the batch number for which
you want to perform feedback.
Print).
3. In the Feedback Step field, select Pack to perform packing
feedback in full.
Interfacing Packing Feedback

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

Version 7.2.0
57
Overpacking Line Quantities

The Warehouse system lets you pack more than what was printed
for a shipment line. Use one of the online forms to increase the line
quantity and pack more than the original line.
Note You can overpack line quantities and picking feedback will
automatically be updated.
To overpack line quantities
2. Use WH31.1 (Packing Feedback by Shipment) to pack more
for the line you want to overpack.
Tip You can overpack a line if you have not performed the next
processing step. To overpack a line with shipping feedback,
you must undo all feedback, increase the line quantity on a
document entry form, and overpack the line quantity.
4. Enter the quantity you packed.
Optional reports
58

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

location.

Version 7.2.0
Merging Shipments
for this reason.
same
document,
destination, and
location.
Merge shipments on the feedback forms before completing

shipping feedback. After you merge shipments, you cannot undo
the merge. The shipments must be at the same processing point.
To merge shipments
1. Use WH31.1 (Packing Feedback by Shipment) to merge
shipments.
When you complete shipping feedback, all document lines
appear on only one shipment.


shipment.

Version 7.2.0
59

shipment.

Shipping feedback is where you indicate what you shipped to the
customer or requester. Shipping feedback is the only required
feedback step.
A document must be released, allocated, and printed on a pick list
before you can perform shipping feedback. Depending on the
process type, picking or packing feedback can also be required.
Companies can enter shipping feedback as they load the goods.
They can also print a Bill of Lading form to give extra information
for the person transporting the goods. Bills of Lading are receipts
that promise delivery of the shipment of goods. For information,
see Creating Bills of Lading.
feedback forms.
Form action
Lets you
Delete

itself.
Finish
Perform shipping feedback in full.

action.
Undo
60
Undo the shipping feedback performed

online or using the batch feedback program
shipping feedback as long as you have not
released the shipment.

Version 7.2.0
Form action
Lets you
Back Order

in chapter 4.
Walkthru

Performing Online Shipping Feedback

Use the following steps to indicate what you shipped.
To perform shipping feedback
1. Use one of the online shipping feedback forms:
WH32.1 (Shipping Feedback by Shipment)
WH32.2 (Shipping by Batch)
WH32.3 (Bin Sequence Shipping Feedback)
2. Select the Finish form action to ship the full amount for all
lines.
Note For items that are tracked by details, you must assign
details before completing shipping feedback. For information,
see Performing Detail Feedback.
number.

Version 7.2.0
61

weight items.
Processing Documents with Catch Weight Items. You must
enter these quantities before invoicing.
Choose this button
To assign
Bin numbers
Lot numbers
Serial numbers

Enter the number of preassembled make-to-order kits that you
shipped.
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Version 7.2.0

Run OE224 (Shipped Not Invoiced) to list errors that prevent

invoicing (for example, freight charges not entered).

shipment.

shipment.
Performing Batch Shipping Feedback

You can perform batch shipping feedback for one kind of feedback
as long as the previous processing step is complete. Run WH132
(Batch Feedback) to perform large amounts of feedback at one
time.
Use the online feedback forms to handle exceptions (to change
picked, packed, and shipped quantities) after running WH132.
To perform batch shipping feedback
1. Run WH132 (Batch Feedback) to perform batch feedback.
2. In the Batch Number field, select the batch for which you want
to perform feedback.
Print).
3. In the Feedback Step field, select Ship to perform shipping
feedback in full.

Version 7.2.0
63
Interfacing Shipping Feedback

You can perform large amounts of shipping data that you scanned
by running an interface program. Run WH520 (Batch Feedback
Interface) after printing the pick list. You select one kind of
feedback to interface at a time (picking, packing, or shipping
feedback).
Chain Management Technical Guide.
Overshipping Line Quantities

The Warehouse system lets you ship more than what was printed
on a shipment line. Use one of the online forms to increase the line
quantity and ship more than the original line.
Note You can overship line quantities and picking and packing
feedback will automatically be updated.
To overship line quantities
2. Use WH32.1 (Shipping Feedback by Shipment) to ship more
for the line you want to overship.
4. Enter the quantity you shipped.
Merging Shipments
for this reason.
64

Version 7.2.0
same
document,
destination, and
location.
Merge shipments on the feedback forms before completing

shipping feedback. After you merge shipments, you cannot undo
the merge. The shipments must be at the same processing stage.
To merge shipments
1. Use WH32.1 (Shipping Feedback by Shipment) to merge
shipments.
When you complete shipping feedback, all lines appear on
only one shipment.


shipment.

shipment.

Version 7.2.0
65

Inventoried items are the only items you track by bin, lot, serial
number, or multiple unit of measure. While performing detail
feedback, there are some issues you need to be aware of,
including:
Setting Up in Inventory Control
Assigning Details in Warehouse
Preassigning Details
Manually Assigning Details
Automatically Assigning Details
Setting Up in Inventory Control

You define items as being tracked by bin, lot, serial number, or
multiple unit of measure when setting them up in the Inventory
Control system. Another setup task is to define bins and lots
before you can assign details.
The Inventory Control system lets you specify a bin storage code
that defines the physical limits of the bin. You can assign storage
codes to bins and items.
For bin-tracked items, you indicate which bins to pick from when
defining an inventory location. The two ways to select bins are
consolidate and
speed pick.
With the consolidate bins method, you empty as many bins as

possible, starting with the least full bin. With speed picking, the
system assigns bins to documents starting with the most full bin.
For more information, see the Inventory Control Procedures
Manual.
In the Warehouse system, you can choose a bin selection method
at another level. When you print the pick list, the program lets you
decide between consolidate and speed pick.
Note If you select one bin method at the location level and another
while printing the pick list, the system uses the pick list method.
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Version 7.2.0
Assigning Details in Warehouse

The Warehouse system can automatically assign bins, lots, serial
numbers, and units of measure when printing the pick list.
However, if you do not assign details at this stage, you must do so
before completing shipping feedback. You can change the details
assigned by using one of the WH33 forms.
Note You cannot change how details are assigned after releasing
a shipment.
Tracking by lot and sublot is useful because documents must
often be filled from the same lot. Frequently, subsequent
documents must be filled from the same lot as from a previous
document.
For example, a drug company sells an item by lot. They require
that a single document be filled from a single lot. The Warehouse
system lets you
preassign details for lines,
assign details automatically when printing the pick list, and
assign details manually.
When you define lots in the Inventory Control system, you can
enter an expiration date for the lot. When allocating at the detail
level, the system uses the oldest lots first. The system will not
assign a lot when the date is past the lot expiration date.
Note Kit component items can be tracked by bin, lot, serial number,
or multiple unit of measure. For information, see Preassigning
Details for Component Items.

Version 7.2.0
67
Preassigning Details
You can preassign details for items that require tracking by bin, lot,
serial number, or multiple unit of measure.
If needed, you can change the bin, lot, serial number, or multiple
unit of measure. For information, see Manually Assigning
Details.
To preassign details
1. Use one of the following allocation forms to preassign details:
Tip The total quantity must match for a line across bins and
lots. For example, if the line total is 50, you can preassign from
several bins and lots, but the total quantity across all bins and
lots for the same line must be 50.
2. Select the Change form action and the Add line action.
The system requires you to add or delete one line at a time.
3. Enter the quantity you want to preassign for the document
line.
68

Version 7.2.0
Manually Assigning Details

You can assign details to shipment lines if you did not assign them
previously or want to change how the system assigned them when
you ran the pick list.
For information on having the system assign details for you, see
Automatically Assigning Details.
To manually assign details
1. Use one of the following forms to manually assign details:
WH33.1 (Bins)
WH33.2 (Lots)
WH33.3 (Serials)
WH33.4 (UOMs)
Enter the quantity you want to assign to the bin, lot, serial
number, or multiple unit of measure.
Together, the total for all bins and lots must be the same as
the picked, packed, and shipped quantity printed on the pick
list.
or
Select the Change form action and the Add or Delete line
action.

Version 7.2.0
69
Releasing Shipments
Automatically Assigning Details

You can ask the system to assign details for you by running a
batch program. The program assigns details to shipment lines and
lets you indicate which bin selection method to use (consolidate or
speed pick).
After assigning details automatically, you can change them
manually. For information, see Manually Assigning Details.
To automatically assign details
1. Run WH130 (Pick List Print).
2. In the Allocate Details field, select Yes. Selecting Yes instructs
the system to assign details for you.
3. In the Bin Allocation Purpose field, select either Consolidate
Bins or Speed Picking to instruct the system which bins to pick
from.
The pick list prints with bin, lot, serial number, and multiple unit
of measure details.
Releasing Shipments
The next processing step after performing feedback is to release
the shipment. The two ways to release shipments are to run a
batch program, WH190 (Shipment Release) or to use the online
program, WH32.1 (Shipping Feedback by Shipment) with the
Release form action.
You release shipments
after performing shipping feedback and
before creating the shipment-related invoice (orders) or

closing the requisition and printing the delivery ticket
(requisitions).
Releasing a shipment reduces the available stock on hand in the

Inventory Control system.
Note EDI companies run WH190 to send advance ship notices to
their customers. For information, see the Supply Chain
Management Technical Guide.
70

Version 7.2.0
Releasing Shipments
Releasing a shipment creates different records, based on whether

the original documents were requisitions or orders. The following
table shows what happens when you release shipments for both
orders and requisitions.
For this kind of
document
Releasing a shipment
Requisitions
Creates an unreleased inventory transaction

record, but does not post to the General
Ledger system. You run IC130 (General
Ledger Interface) to post to the correct
general ledger accounts.
Orders
Creates an historical inventory transaction

record. You print the invoice and run BL123
(Sub-System Update) to create general
ledger transactions.
To release shipments
Use WH32.1 (Shipping Feedback by Shipment) and select the

Release form action for the shipment you want to release.
Or
1. Run WH190 (Shipment Release).
The program lists document and shipment numbers,
requested and actual ship dates, items, and number of days
late.
2. Optional. In the Report Only field, select Yes to list shipments
before you actually release them.
Note After you have released a shipment, you cannot undo
feedback or change detail assignment.
Optional report


Version 7.2.0
71
When you add a document line for which there is insufficient stock,
the system displays a message that a backorder exists. After you
receive more, allocate the backordered line using either the
batch program or an
online form.
For information on changing allocation online, see Allocating in

Online Mode.
The Warehouse system creates multiple shipments for
backorders if you run WH130 (Pick List Print) before all lines are
allocated. After the backordered quantities are allocated, you
process the shipment normally.
For example, you enter a document for 10 boxes of canned corn
and 10 boxes of canned peas. You are currently out of canned
peas but expect to receive more in three days. When you print the
pick list, it creates a shipment for the released and allocated items;
only the canned corn appears. You receive, stock, and allocate
the canned peas.
Three days from now, when you print the pick list again, the
program prints the remaining items that are allocated (canned
peas). The system creates a second shipment for the same
document.
Note For information on how to merge shipments, see Merging
Shipments.
To allocate backordered items by batch
1. Run WH110 (Batch Allocation) to allocate inventory for
backordered items.
2. In the Allocate Backorders field, select All to allocate
unreleased and released documents. Select Yes to allocate
released documents only.
For batch allocation companies, if you do not use WH20.1
(Inventoried Allocation) to change allocation and you select All
in the Allocate Backorders field, you must have a backorder to
be able to deallocate.
72

Version 7.2.0
Tip If the system uses the expected ship date for batch
allocation, the program does not allocate backordered lines
until or after that date. You can override the expected ship
date on orders.
Optional report
Run WH226 (Items on Backorder Report) to list items that

have been backordered at a specific location.

Some customers require confirmation of receiving goods before
being billed for them. Proof of Delivery (POD) forms let you do just
that. They are useful for large shipments and shipments of high
value.
Note Proof of delivery processing is used with orders, not
requisitions.
Setting Up
You set up the POD requirement at three levels (shown in
ascending hierarchy).
Level
In this system
Using program
Customer
Accounts
Receivable
AR08.1 (Customer Defaults)

AR10.1 (Customer)
Ship-to
address
Billing
BL02.1 (Ship To)
Order
Order Entry
OE10.1 (Item Speed Entry)

OE10.2 (Customer Item Speed
Entry)
OE10.3 (Item Entry)
OE10.4 (Customer Item Entry)
A customer can be designated as requiring POD. The POD form

is printed and sent with each shipment. A customer can accept the
goods shipped, reject the entire shipment, or reject part of the
shipment and accept the rest.

Version 7.2.0
73
After the customer returns the POD form, you enter the date it was
received on a shipping feedback form and bill the customer. The
system does not let you bill a POD customer until the POD form is
returned by the customer or the grace period expires.
POD processing ensures accurate billing because the customer is
only billed for the part of the shipment that was accepted.
Processing Orders
Use the following steps to process POD orders.
To process POD orders
1. Enter and release the order on any order entry form.
2. Optional. Run WH110 (Batch Allocation) to allocate inventory.
This step is only required for batch allocation companies.
3. Run WH130 (Pick List Print) to create a shipment and a pick
list.
4. Optional. Perform picking and packing feedback if required by
the process type. For information, see Performing Picking
Feedback and Performing Packing Feedback.
5. Use one of the shipping feedback forms to indicate what you
shipped. For information, see Performing Shipping
Feedback.
6. Run WH126 (POD Print) to print the POD form and ship it to
the customer.
Receive the form from the customer; use one of the feedback
forms to record the POD returned date.
7. Complete shipping feedback and run WH190 (Shipment
Release) to release the shipment.
or
Use WH32.1 (Shipping Feedback by Shipment). Select the
8. Run OE129 (Daily Shipment Journal) to create the shipmentrelated invoice.
Tip OE129 automatically invoices the shipment if the POD
form was not returned and the grace period expires.
74

Version 7.2.0
Tracking MSDS Forms
Optional report
Run OE224 (Shipped Not Invoiced) to list shipped lines that

have not been invoiced.
Tracking MSDS Forms

A Material Safety Data Sheet (MSDS) is a government form that
is required for hazardous items. Companies must send these
forms to customers the first time each year that they order a
hazardous item.
The Warehouse system does not print MSDS forms, but does
keep track of when you sent the form to customers.
You define items as requiring the MSDS form during item setup.
When you add an order, a field exists at the order line level to
indicate if the item requires an MSDS form. If you select Yes, an
MSDS form is required for the first shipment of the year.
Enter the date the form was sent to a customer during picking,
packing, or shipping feedback. You cannot complete shipping
feedback until the date is entered if the form was not sent in the
last year.
To track MSDS forms
Use any of the picking, packing, or shipping feedback forms to

record the date you sent an MSDS form to a customer.
The system automatically transfers you to the Line Info
subform if the shipment line contains an MSDS item. Enter the
date you sent the MSDS form to the customer (if one was not
sent in the last year).
Optional report
Run WH225 (MSDS Listing) to list items that require the

MSDS form.

Version 7.2.0
75

A Bill of Lading (BOL) shows the cubic weight and feet of items
contained in a shipment. The person transporting the goods uses
this information to better manage the load.
You enter the following during item setup.
Freight class
Item weight in stock unit of measure
Item size in cubic feet
For information, see the Inventory Control Procedures Manual.

When you perform feedback you enter the
freight charge,
carrier number, and
Bill of Lading number.
These items print on the BOL. A batch program lets you share
freight charges across shipments based on the cubic feet and
weight. You can have several shipments on the same BOL.
Note You must assign a BOL number for document and shipment
combinations before sharing freight charges.
Defining Bills of Lading for Shipments

Use the following steps to define Bills of Lading.
To define Bills of Lading
1. Use WH40.1 (Bill Of Lading).
The form displays the document and shipment number,
status, number of cartons, cubic feet, and weight.
3. Enter the BOL number for the appropriate shipment.
76

Version 7.2.0
To print Bills of Lading

1. Run WH140 (Bill Of Lading Print) to print the form after you
define the BOL.
Note Items are summarized by freight class.
2. In the Shipment Status field, select the status to include
(Picked Not Packed, Packed Not Shipped, Shipped Not
Invoiced, or Invoiced).
Adding BOLs During Feedback

Use the following steps to add BOL numbers during picking,
packing, or shipping feedback.
To add BOL numbers during feedback
1. Use any picking, packing, or shipping feedback form.
2. Select the Change form action.
3. Choose the Shipment Info button to open the Additional
Shipment Info subform.
In the BOL Number field, select a BOL number.

Version 7.2.0
77
Performing Shipping Feedback Across

Shipments
Use the following steps to perform shipping feedback across
shipments having the same BOL number.
To perform shipping feedback across shipments
1. Use WH40.2 (BOL Feedback) to perform shipping feedback.
2. Select the Finish form action to perform shipping feedback in
full.
The shipments must be in the same processing stage before
you select the Finish form action.
Tip If you performed feedback, select the Undo Feedback
form action.
Sharing Freight Charges in a Bill of Lading

Use the following steps to share freight charges for the same Bill
of Lading.
To share freight charges
1. Use WH40.2 (BOL Feedback) to share freight charges based
on the cubic feet or weight of each shipment.
Select the Change form action. In the Allocate By field, select
Cubic or Weight to allocate freight charges in a Bill of Lading.
2. Select the Change line action. Enter the freight charge for the
shipment.
The system updates the Total Freight field based on your
changes.
Tip You cannot share freight charges across shipments that
have different freight codes on the same Bill of Lading.
78

Version 7.2.0

A future order is not delivered or allocated until some point in the
future. You can create a future order for any kind of item.
You allocate future orders by running a batch program after
entering and releasing the order. Once the system allocates the
future order, you process it like any other order. Both online and
batch allocation companies run the same batch program for
allocating future orders.
When you run WH110 (Batch Allocation), enter the number of
future days. The system adds this value to
the number of leadtime days for the item from the Inventory
Control system and
todays date.
If the combined date is equal to or greater than the allocation date

(entry date, customer requested date, or expected ship date), the
system allocates the future order. You define the allocation date
when setting up the company in the Billing system. The system
lets you override these dates on the order.
Note For information on creating future orders, see the Order Entry
Procedures Manual. For information on the allocation formula, see
Future Days Calculation in chapter 4.
To allocate future orders
1. Run WH110 (Batch Allocation) to allocate inventory after
entering and releasing the future order.
2. In the Future Days field, enter the number of future days to
prepare for shipment.
The program lists unreleased, ready-to-allocate lines for
online allocation companies.
Optional report
Run WH220 (Ready to Allocate) to list document lines that are

released but not allocated.
number, and open and allocatable quantities.

Version 7.2.0
79
Processing Kits
Processing Kits
You define kit items and their components as inventoried items in
the Inventory Control system. Components are set up in multiple
kits or can be set up as a kit item itself.
The two kinds of kits are
finished goods (formerly called make-to-stock) and
make-to-order kits.
For information on defining kits, see the Inventory Control

Procedures Manual.
Using Finished Goods

Finished goods are produced and stored as a kit, unlike make-toorder kits. They can be
ordered in the Order Entry system,
allocated at the kit level in the Warehouse system, and
produced using the Work Order system.
A finished good is composed of components, packaging,

byproducts, burdens, and comments. Components for all finished
goods are required. Byproducts are products that are created as
a result of producing a finished good. For example, for a finished
good of hamburger patties, a byproduct could be edible fat.
Burdens are a resource that has costs associated with it. In the
Work Order system, burden refers to production costs in addition
to the cost of components, such as the cost of labor, utilities, and
machine setup.
You process a finished good like any other inventoried item. For
information, see Processing Orders.
80

Version 7.2.0
Processing Kits
Using Make-to-Order Kits

Make-to-order kits are assembled with components after they
have been ordered or requisitioned. Components are stocked
separately.
The kit does not exist until you enter a document containing the kit
item. The system checks availability and allocates at the
component level.
A kit item is not allocated and cannot be released until you select
all available options. Based on availability, kit components are
allocated or backordered. The system allocates by kit quantity. For
example, if you request three and only have enough to allocate
one, the system allocates one set of components and backorders
the rest.
The sequence in which you enter components determines the
sequence in which the system allocates and prints components.
The pick list prints the required component items separately.
Component items are allocated, picked, packed, and shipped
individually.
For component items with details, you can select the bin, lot, serial
number, and unit of measure to allocate from or run WH130 (Pick
List Print) to allocate details automatically.
Note Kit items and their components cannot be catch weight items
but can be added as a create PO document line. A make-to-order
kit is dropshipped as a nonstock item (not exploded into
components).
Preassigning Details for Component Items

For make-to-order kits, you can preassign details to component
items that are tracked by
bin,
lot,
serial number, and
multiple unit of measure.

Version 7.2.0
81
Processing Kits
You can change these assignments later by using one of the

WH34 forms. For component items that are detail-tracked, you
must assign details before completing shipping feedback.
To preassign details for component items
1. Use one of the following forms to preassign details:
2. Select the Change form action.

In the Component Sequence field, select the component
sequence number.
3. Select the Add line action.
Enter the bin, lot, serial number, or unit of measure and the
quantity you want to preassign.
Processing Make-to-Order Kits

Use the following steps to process make-to-order kits.
To process make-to-order kits
1. Enter the kit document using any of the document entry forms.
2. Optional. Use one of the WH20 forms to preassign details for
component items.
For information, see Preassigning Details for Component
Items.
3. Run WH130 (Pick List Print) to print the pick list.
All kit component options must be selected and assigned
before they appear on the pick list.
The program lists the component items and any accessories.
In the Allocate Details field, you can select Yes to instruct the
system to preassign details.
4. Optional. Use one of the picking feedback forms to perform
picking feedback.
82

Version 7.2.0
Processing Kits
WH30.2 (Picking by Batch)
WH30.3 (Bin Sequence Picking Feedback)
Select the Finish form action.

or
Run WH132 (Batch Feedback) to perform picking feedback on
several documents at once.
In the Feedback Step field, select Pick.
5. Optional. Use one of the packing feedback forms to perform
packing feedback.
WH31.2 (Packing by Batch)
WH31.3 (Bin Sequence Packing Feedback)

or
Run WH132 (Batch Feedback) to perform packing feedback
on several documents at once.
In the Feedback Step field, select Pack.
6. Use one of the shipping feedback forms to perform shipping
feedback.
WH32.2 (Shipping by Batch)
WH32.3 (Bin Sequence Shipping Feedback)

or
Run WH132 (Batch Feedback) to perform shipping feedback
on several documents at once.
In the Feedback Step field, select Ship.
7. Optional. Use one of the component detail forms to manually
assign details to kit component items.
For information, see Assigning Details to Kit Components.

Version 7.2.0
83
Processing Kits
8. Run WH190 (Shipment Release) to release the shipment.

or
9. Run OE129 (Daily Shipment Journal) to create a shipmentrelated invoice or run RQ120 (Delivery Ticket) to print the
delivery ticket.
Optional report and inquiries
Run IC260 (Kit/Assembly Listing) to list make-to-order kit

assemblies.
Use IC65.1 (Component Where Used) to inquire on kits (both

make-to-order and finished goods) that are associated with a
component.
Use IC67.1 (Kit Availability) to view component availability for

a specific number of make-to-order kits.
Assigning Details to Kit Components

Use the following steps to assign details to components that are
tracked by bin, lot, serial number, or multiple unit of measure.
To assign details to components
1. Use one of the component detail forms to manually assign
details to components.
WH34.1 (Component Bins)
WH34.2 (Component Lots)
WH34.3 (Component Serials)
WH34.4 (Component UOMs)
Enter the bin, unit of measure, and quantity.
84

Version 7.2.0

Catch weight items let you stock, sell, and buy items by weight and
a secondary unit of measure. Catch weights are meant for items
that do not have a fixed relationship between the unit of measure
you stock or sell them in and the unit of measure in which you price
them.
When setting up a catch weight item in the Inventory Control
system, you specify
stock and secondary units of measure,
which kinds of transactions require both units of measure (all,

issues, or receipts),
optional variance percentage, and
conversion information for the stock and secondary unit of

measure.
In the Inventory Control system, you can set up a unit of measure

as a default and allow other units of measure for the same function
(buying, selling, and pricing). However, you can assign only one
default unit of measure for each function.
For information on defining items and units of measure, see the
Inventory Control Procedures Manual.
Note Catch weight items are slightly different from items with
multiple units of measure. The system tracks a catch weight item
in inventory using only the stock unit of measure. Items with
multiple units of measure can be tracked in many units of
measure; for example, by the case, box, and each.
Using Units of Measure

For catch weight items, you must set up the default unit of
measure for transactions and pricing as the stock unit of measure.
The default unit of measure for buying and selling must be the
secondary unit of measure.
Usually, the stock unit of measure is in lower increments than the
secondary unit of measure. The secondary unit of measure is how
you usually buy the item.

Version 7.2.0
85
Note The LAWSON INSIGHT II Sales Analysis system is updated

with both units of measure for catch weight items from orders. You
can analyze sales by either stock or secondary unit of measure.
Consider the following example. A company stocks and prices
frozen chicken by the pound and buys and sells it by the box. The
stock unit of measure is pounds, and the secondary unit of
measure is boxes.
The system uses both units of measure to make sure that the
customer is billed correctly. Suppose a customer or requester
asks for two boxes of chicken. You price chicken by the pound at
$1.00 for each pound. The conversion information for the item
indicates there are 40 pounds of chicken to a box. Because
chickens are not all the same weight, there are actually 38 pounds
in one box and 39 in another. The customer or requester would not
be billed properly for what was received.
With catch weight items, you weigh the frozen chicken again
before performing shipping feedback to make sure the customer
or requester only pays for what is received.
Because the customer requested 80 pounds of chicken but
received only 77 pounds, the invoice or delivery ticket shows
$77.00 (77 pounds at $1.00 per pound).
Processing with Catch Weights

Use the following steps to process documents with catch weight
items.
To process catch weights
1. Use one of the document entry forms to add a document with
catch weight items.
The customer or requester enters the catch weight item in
selling unit of measure. The system prices the item in
secondary unit of measure.
Select the Release form action to release the document.
2. Optional. Run WH110 (Batch Allocation) to allocate inventory.
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Version 7.2.0
Note This step is only required for batch allocation companies.

For both online and batch allocation companies, the catch
weight item is allocated in the stock unit of measure.
4. Optional. Use WH30.1 (Picking Feedback by Shipment) to
perform picking feedback.
Select the Finish form action to pick the full quantity.
You can select the Change form action and choose the C
button to open the Catch Weight subform. Enter the picked
quantity in stock unit of measure.
5. Optional. Use WH31.1 (Packing Feedback by Shipment) to
perform packing feedback.
Select the Finish form action. You can select the Change form
action and choose the C button to open the Catch Weight
subform.
Enter the packed quantity in stock unit of measure. When you
are ready to ship the goods, weigh the catch weight item again
to ensure accurate billing.
6. Use WH32.1 (Shipping Feedback by Shipment) to perform
shipping feedback.
Select the Finish form action. The system transfers you to the
Catch Weight subform. Enter the shipped quantity in stock unit
of measure.
or
8. Run OE129 (Daily Shipment Journal) to create the shipmentrelated invoice or run RQ120 (Delivery Ticket) to print the
delivery ticket.
Optional report


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87

Route processing is a one-time decision you make when setting
up your company in the Billing system.
Routes let you decide
which customers to deliver to on which day and
the sequence in which the truck visits each customer.
You define routes in the Order Entry system and process route
orders in the Warehouse system. For information on defining
routes, see the Order Entry Procedures Manual .
Note Route delivery is not available for requisitions.
Assigning Routes
Routes are defined by inventory location and the day of the week.
You assign each route a number.
Assign customers as stops along the route. A customer can
belong to more than one route. Each truck has its own separate
route number. For example, you deliver to a customer on the
Monday route. Later in the week, you deliver to the same customer
on the Thursday route.
If you do not assign a route and stop for a customer or order, the
system assigns route 0 when you print the pick list. This feature is
especially useful for new customers. For information on route
defaulting, see System-Assigned Routes in chapter 4.
The main difference between route orders and other orders is that
you must run a batch program to build a temporary route file
before printing the pick list. The program puts each order line on
the proper route (the next available route). You cannot change
routes after printing the pick list.
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Version 7.2.0
Adjusting Routes
You can change routes and stops after building the temporary
route file and before printing the pick list. By changing routes and
stops, you can adapt deliveries for a specific route to the size of
the truck.
The following table shows the changes you can make and where
you make them.
Use
To
WH21.1 (Routes)
Change or delete stops or change the

sequence of stops
WH21.1 (Routes)
Delete orders on a stop or delete a route
WH21.1 (Routes)
Transfer a stop to another stop in the

same route or to a stop in another route
WH21.1 (Routes)
Transfer an order from one route and stop

to another
WH21.1 (Routes) and WH21.2 (Stops) display cubic feet and

weight if you enter the cubic feet and weight of items in the
Inventory Control system. This information is valuable for the
person transporting the goods.
Note Create PO documents are allowed with route processing as
long as you get the items from a vendor and deliver them to the
customer yourself. For example, a customer orders inventoried
and special items, and wants them shipped together.
All orders placed by route processing companies process
normally after you print the pick list. For information on entering
orders, see the Order Entry Procedures Manual.

Version 7.2.0
89
Processing Orders by Route

Use the following steps to process route orders.
To process orders by route
1. Enter and release the order using any order entry form.
You can change the expected ship date, but not the requested
delivery date on the order line.
Tip Freight charges are not usually part of route processing
because you deliver the goods yourself. However, you can
enter freight codes and charges on the order and they will be
assigned to the first shipment.
2. Run WH120 (Route Creation) to build the temporary file of
route orders to be picked, packed, and shipped.
In the Route field, select Specific or All to build work files for
one or all routes. The system assigns each line to the next
available route. It calculates the day of the week for the
expected ship date and finds the next available delivery day.
The quantity, cubic feet, and weight print by route and stop.
3. Optional. Use one of four forms to make changes.
WH21.1 (Routes)
WH21.2 (Stops)
WH21.3 (Stop Transfer)
WH21.4 (Document Transfer)
4. Use WH21.1 (Routes) to release the route.

Select the Release form action. The system changes the
temporary route file.
The stops print in reverse on pick lists, so that the last stop is
loaded first and the first stop is loaded last.
The pick list prints all routes created by a run of WH120 (Route
Creation). For example, if you ran WH120 through Friday, the
pick list prints routes through Friday if the Through Expected
Ship Date includes the delivery date.
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Version 7.2.0
When you print the pick list, the system deletes the temporary
route file. You cannot change routes after printing the pick list.
Tip If you do not run WH120 before printing the pick list, no
orders print for the route.
6. Optional. Run WH131 (Bulk Pick List) to perform bulk picking.
7. Perform picking, packing, and shipping feedback (as required
by the process type).
or
9. Run OE129 (Daily Shipment Journal) to create the shipmentrelated invoice.
Tip If you invoice at the company level, do not enter a process
level when creating the shipment-related invoice.
Optional report
Run WH210 (Route File Listing) to list routes created by the

temporary route file.
Routes print in order of delivery date, route and stop, order
number, cubic size and weight, and number of pieces.
Changing and Deleting Stops

Use the following steps to change or delete stops along a route.
To change or delete stops
1. Run WH120 (Route Creation) to create routes for any delivery
date, location, and route combination.
2. Use WH21.1 (Routes) to change or delete stops created by
running WH120.
The form displays the stop, customer, order, cubic feet and
weight, and number of pieces for each stop.
3. Select the Change form action and the Change or Delete line
action for each stop you want to change or delete.

Version 7.2.0
91
4. Select the Release form action to release the route. If you do

not release the route, it is not reflected when you print the pick
list.
Note You cannot make changes to a released route.
Deleting Orders on a Stop

Use the following steps to delete orders assigned to a stop.
To delete orders on a stop
1. Use WH21.2 (Stops).
Select the Change form action and the Delete line action.
Tip The Delete form action deletes the route. You must run
WH120 (Route Creation) to recreate the route.
Select the Release form action.
Transferring Stops
Use the following steps to transfer a stop from one route to
another.
To transfer a stop from one route to another
1. Use WH21.3 (Stop Transfer).
Select the Change form action and enter the route and stop to
which the stop is being transferred.
Select the Release form action.
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Version 7.2.0
Transferring Orders
Use the following steps to transfer orders from one route to
another.
To transfer an order from one route to another
1. Use WH21.4 (Document Transfer).
Select the Change form action and enter the route and stop to
which the order is transferred.

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Version 7.2.0
Chapter 4
System Logic
This chapter contains the following topics.
Shipment Status Codes
Allocation Hierarchy
Future Days Calculation
System-Assigned Routes
Program Numbering
Shipment Status Codes

As you process shipments in the Warehouse system, their status
codes change. The following table describes these shipment
status codes.
Note The status reflects the processing step you just completed.
Status
number
Processing
status
Printed
Printed the pick list (the process type

determines the next step you need to
perform).
Picked
Performed picking feedback (the

process type determines the next
step).
Packed
Performed packing feedback and are

ready to perform shipping feedback.
Shipped
Performed shipping feedback and

are ready to release the shipment.

Version 7.2.0
You have
Chapter 4 System Logic
95
Status
number
Processing
status
Released
Released the shipment by running

WH190 (Shipment Release) or using
WH32.1 (Shipping Feedback by
Shipment).
Closed
Created the shipment-related invoice

by running OE129 (Daily Shipment
Journal) or printed the delivery ticket
by running RQ120 (Delivery Ticket).
You have
Note The shipment is fully processed

and the invoice is ready for editing,
printing, and subsystem update.
The Warehouse system follows a certain order in determining the
allocation priority for items. The order is different based on the kind
of document (orders or requisitions).
Orders
For orders, there are three places that you can assign allocation
priority (listed in ascending sequence).
96
Using program
You can
AR10.1 (Customer)
Add customers in the

Accounts Receivable
system and assign them
an allocation priority.
Any order entry form:

OE10.1 (Item Speed Entry)
OE10.2 (Customer Item Speed
Entry)
OE10.3 (Item Entry)
OE10.4 (Customer Item Entry)
Override the allocation

priority at the order
header level.

Version 7.2.0
Using program
You can
Override an allocation
priority for inventoried
items.
Requisitions
For requisitions, there are two places that you can assign
allocation priority (listed in ascending sequence).
Using program
You can
RQ10.1 (Requisitions)
Assign allocation at the

header and line level. The
priority set at the line level
overrides the priority set at
the header level.
Override an allocation
priority for inventoried items.

You must run WH110 (Batch Allocation) to allocate inventory for
future orders. The system can or cannot allocate inventory for
future orders and order lines, based on the results of the following
formula.
Future days + Leadtime days + Todays date
The results must be greater than or equal to the allocation date.
When you run WH110, you enter the number of future days
needed to prepare the order for shipment. The leadtime days is
the average number of days it takes to get an item from a vendor.
Specify item leadtime days in the Inventory Control system. For
more information, see the Inventory Control Procedures Manual .
Note If the item does not have a leadtime specified, the system
uses zero for the lead time days.

Version 7.2.0
97
The allocation date is selected as part of company setup. When

defining your company in the Billing system, you select a date for
the system to use when allocating in batch mode (expected ship
date, customer requested date, or order entry date). The system
adds the number of future and leadtime days to the current date
(the day you run the program) and compares that date to the
allocation date.
Note You can override the expected ship date on the order as you
add it.
For example, you enter a future order for a customer on January
11 and run WH110 to allocate inventory. The number of future
days is 5 and the number of leadtime days for the item is 2.
You chose the expected ship date as the batch allocation date.
Based on the number of ship days specified at the process level
in the Billing system, the system calculates the expected ship date
as February 1 (number of ship days plus the order entry date).
Future days + Leadtime days + Todays date must be greater
than or equal to the allocation date
5 + 2 + January 11 = January 18
The system does not allocate the future order because January 18
is not greater than or equal to February 1, which is the allocation
date.
If you run the program again on January 25, the system allocates
the future order because February 1 is greater than or equal to the
allocation date of February 1.
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Version 7.2.0

During picking, packing, and shipping feedback, you can
backorder or void shipment lines. The three forms you use to
backorder or void shipment lines are:
Using these forms, you can backorder an entire shipment with the
Backorder form action, or backorder or void a shipment line using
the Backorder or Void line action. For information on backordering
shipments, see the following sections in chapter 3:
If you have installed Enterprise Workflow and enabled the

Shipment Backordered or Voided service, an E-mail notice is sent
to the user who created the order in the Order Entry system.
The E-mail notice indicates that a shipment line was backordered
or voided. The notice also indicates:
Company
Location
Originating document
Shipment and shipment line number,
Item
Status
Action taken (backorder or void)
Old and new quantity
For more information on the service, see the Enterprise Workflow

Procedures Manual.

Version 7.2.0
99
The Warehouse system assigns routes by order line. Each line
can be delivered to a different address by a different route.
If you do not enter a route on the order and no route exists for the
customer, the system assigns route 0 when you print the pick list.
Route Defaults
Consider the following example. You enter an order for a new
customer and have no route and stop assigned to the customer.
The system calculates the day of the week for the expected ship
date and finds the next available delivery day. It assigns the order
to the next scheduled delivery date.
A route defaults from the route assigned to the customer. When
entering the order, you can override this route and enter a route of
0. The route that defaults is the route for the next expected ship
date or the next scheduled delivery date.
Note Changing an existing route to route 0 is the only override you
can make when entering an order.
If an order is assigned to route 0, the system builds stops in
increments of five. For example, the first stop on route 0 is 5, the
second 10, and the third 15. The increments let you move and add
stops in the route later.
Stops are based on customer and destination combinations. A
stop must be unique to a customer and destination.
Delivery Day Change

Suppose you have a customer to whom you deliver on
Wednesdays. The customer calls on Monday to ask that you
change the delivery to today. You have defined a Monday route in
the Order Entry system that goes near the customers place of
business. Assign route 0 when entering the order and transfer the
order from route 0 to route 2, which is the Monday route.
Create a new stop for the order on route 2. For information, see
Delivering Orders by Route in chapter 3.
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Version 7.2.0
Program Numbering
Program Numbering
The programs in the Warehouse system use the following
numbering pattern.
Program number
Description
WH01-WH40
Online entry forms
WH80
Inquiry forms
WH110-WH190
Batch update programs
WH201-WH226
File listings and reports
WH520
Interface program for performing feedback

electronically
WH830
Shipment load program
Related programs are numbered alike. For example, WH30.1,

WH130, and WH131 all relate to picking.
WH30.1 is the online picking feedback form.
WH130 is the batch program that prints the pick list.

Version 7.2.0
101
Program Numbering
102

Version 7.2.0
Appendix A
System Programs
This appendix lists the programs for the Warehouse system.
Programs Listed by Function
List of Forms and Subforms

The programs listed in this section are grouped by function.
For information on what you need to define in other LAWSON
INSIGHT II systems before you set up the Warehouse system,
see chapter 1, Considerations Before Setup.
System Setup
Use the following programs to set up the Warehouse system. The
programs might be required or optional, based on your processing
needs.
Form ID
Name
WH01.1
Process Type
WH11.1
Shipping Method
Allocation
Use the following programs to allocate inventory for documents.
Form ID
Name
WH20.1
Inventoried Allocation
WH20.2
Nonstock & Special Allocation
WH20.3
Bin Allocation
WH20.4
Lot Allocation

Version 7.2.0
Appendix A System Programs
103
Form ID
Name
WH20.5
Serial Allocation
WH20.6
UOM Allocation
WH20.7*
Sub Location
WH22.1*
Kit Options (only available from OE10 or RQ10)
WH110
Batch Allocation
WH220
Ready to Allocate
WH221
Allocated Not Printed
WH226
Items on Backorder Report
* A subform, which you cannot access directly by its number.
Pick Lists
Use the following programs to print pick lists.
Form ID
Name
WH130
Pick List Print
WH131
Bulk Pick List
Feedback
Use the following programs to perform picking, packing, and
shipping feedback.
104
Form ID
Name
WH30.1
Picking Feedback by Shipment
WH30.2
Picking by Batch
WH30.3
Bin Sequence Picking Feedback
WH31.1
Packing Feedback by Shipment
WH31.2
Packing by Batch
WH31.3
Bin Sequence Packing Feedback
WH32.1
Shipping Feedback by Shipment

Version 7.2.0
Form ID
Name
WH32.2
Shipping by Batch
WH32.3
Bin Sequence Shipping Feedback
WH33.1
Bins
WH33.2
Lots
WH33.3
Serials
WH33.4
UOMs
WH33.5*
Additional Shipment Info
WH33.6*
Catch Weight
WH33.7*
Merge Shipments
WH33.8*
Preassembled Kits
WH33.9*
MSDS Date
WH34.1
Component Bins
WH34.2
Component Lots
WH34.3
Component Serials
WH34.4
Component UOMs
WH34.5*
Catch Weight
WH132
Batch Feedback
WH224
Packing List Print
WH520
Batch Feedback Interface

Version 7.2.0
105
Shipments
Run the following programs to inquire on, release, or print
shipments.
Form ID
Name
WH80.1
Shipment Inquiry by Location
WH80.2
Shipment Inquiry by Document
WH190
Shipment Release
WH222
Shipments In Process
Processing Orders by Route

Use the following programs to process route orders.
Form ID
Name
WH21.1
Routes
WH21.2
Stops
WH21.3
Stop Transfer
WH21.4
Document Transfer
WH120
Route Creation
WH210
Route File Listing
Bills of Lading
Use the following programs to define, print, and perform feedback
for Bills of Lading.
106
Form ID
Name
WH40.1
Bill Of Lading
WH40.2
BOL Feedback
WH140
Bill Of Lading Print

Version 7.2.0
Conversion Program
The following program converts shipments.
Form ID
Name
WH830
Shipment Load Program
Additional Listings and Reports

The following are listings and reports that are available in the
Warehouse system.
Form ID
Name
WH126
POD Print
WH201
Process Type Listing
WH211
Shipping Method Listing
WH225
MSDS Listing

Version 7.2.0
107
108
Form ID
Type
Name
WH01.1
Form
Process Type
WH11.1
Form
Shipping Method
WH20.1
Form
Inventoried Allocation
WH20.2
Form
Nonstock & Special Allocation
WH20.3
Form
Bin Allocation
WH20.4
Form
Lot Allocation
WH20.5
Form
Serial Allocation
WH20.6
Form
UOM Allocation
WH20.7*
Subform
Sub Location
WH21.1
Form
Routes
WH21.2
Form
Stops
WH21.3
Form
Stop Transfer
WH21.4
Form
Document Transfer
WH22.1*
Subform
Kit Options (available from OE10

and RQ10)
WH30.1
Form
Picking Feedback by Shipment
WH30.2
Form
Picking by Batch
WH30.3
Form
Bin Sequence Picking Feedback
WH31.1
Form
Packing Feedback by Shipment
WH31.2
Form
Packing by Batch
WH31.3
Form
Bin Sequence Packing Feedback
WH32.1
Form
Shipping Feedback by Shipment
WH32.2
Form
Shipping by Batch
WH32.3
Form
Bin Sequence Shipping Feedback
WH33.1
Form
Bins

Version 7.2.0
Form ID
Type
Name
WH33.2
Form
Lots
WH33.3
Form
Serials
WH33.4
Form
UOMs
WH33.5*
Subform
Additional Shipment Info
WH33.6*
Subform
Catch Weight
WH33.7*
Subform
Merge Shipments
WH33.8*
Subform
Preassembled Kits
WH33.9*
Subform
MSDS Date
WH34.1
Form
Component Bins
WH34.2
Form
Component Lots
WH34.3
Form
Component Serials
WH34.4
Form
Component UOMs
WH34.5
Subform
Catch Weight
WH40.1
Form
Bill Of Lading
WH40.2
Form
BOL Feedback
WH80.1
Form
Shipment Inquiry by Location
WH80.2
Form
Shipment Inquiry by Document
WH110
Report
Batch Allocation
WH120
Report
Route Creation
WH126
Report
POD Print
WH130
Report
Pick List Print
WH131
Report
Bulk Pick List
WH132
Report
Batch Feedback
WH140
Report
Bill Of Lading Print
WH190
Report
Shipment Release
WH201
Report
Process Type Listing

Version 7.2.0
109
Form ID
Type
Name
WH210
Report
Route File Listing
WH211
Report
Shipping Method Listing
WH220
Report
Ready to Allocate
WH221
Report
Allocated Not Printed
WH222
Report
Shipments In Process
WH224
Report
Packing List Print
WH225
Report
MSDS Listing
WH226
Report
Items on Backorder Report
WH520
Interface
Batch Feedback Interface
WH830
Conversion
Shipment Load Program
110

Version 7.2.0
Appendix B
Typical Questions
What is the difference between the form and line action?
The form action controls the function of the program. The line
action controls the function of the line it belongs to. The form and
line actions work together. For example, the Change form action
indicates that you want to change one or more records on the
form. The Add, Change, and Delete line actions indicate what
actions to take on a specific record (line) on the form.
During which processing step can I assign details to a

document line?
You can ask the system to automatically assign bins, lots, serial
numbers, or multiple units of measure when you run WH130 (Pick
List Print). In the Allocate Details field, select Yes. You cannot
invoice or print a delivery ticket for a document that contains items
requiring details until those details are assigned.
The system can do it for you or you assign them manually using
the WH33 form series. For information, see Manually Assigning
Details and Automatically Assigning Details in chapter 3.
Can I allocate only part of a document line to meet more

demands?
Yes. Run WH110 (Batch Allocation) and in the Fill Percent field,
enter the percentage of the document line that you want to
allocate.

Version 7.2.0
Appendix B Typical Questions
111
How does the system know when to allocate future

orders?
The Warehouse system uses an allocation formula that adds the
number of future days from WH110 (Batch Allocation), the number
of leadtime days from the Inventory Control system, and todays
date. The sum of these three must be greater than or equal to the
allocation date before allocation takes place. For information, see
Future Days Calculation in chapter 4.
112
Appendix B Typical Questions

Version 7.2.0
Glossary
Accessories
Kit component items that are not required. For example, if you set
up a stereo as a kit item in the Inventory Control system, an
accessory for the kit could be the remote control. See also Kit and
kit component.
Activity
One of a set of tasks that make up an activity group. Activities
identify work being done, such as work orders, phases, products,
and so on. A variety of costs, revenues, or both make up an
activity.
Allocated inventoried item
The reserved quantity for unprocessed demands of an inventoried
item based on orders and requisitions. Allocated inventory is
maintained by location in the Warehouse system.
Allocation
Inventory quantity reserved for an open requisition or sales order
line item. See also Batch allocation and online allocation.
Allocation details
The quantity of an inventoried item that is reserved from a bin, lot,
serial number, or multiple unit of measure. For example, drug
companies can allocate inventory by bin and lot. See also
Allocation.
Backorder allocation
A process that allocates newly received inventory to fill
backorders.
Batch allocation
A batch program that allocates inventory for released orders. The
Order Entry system provides two ways of allocating inventory,
batch and online. See also Allocation and online allocation.

Version 7.2.0
Glossary
113
Bill of Lading (BOL)

A receipt, issued by the carrier, that promises delivery of the
shipment of goods.
Bin
The storage area for one or more items. This area is smaller than
a location.
Bin tracking
A process that tracks an item by the bin from which it came. You
define items that are tracked by bin in the Inventory Control
system. See also Lot tracking, serial number tracking, and
multiple UOM tracking.
BOL
See Bill of Lading.
Broken case charge
A charge that is applied whenever invoice or order lines are priced
using multiple units of measure. You can assign broken case
charges to price lists, promotions, or contracts.
Carrier
A vendor that provides delivery service, such as United Parcel
Service (UPS).
Catch weight
An item that is moved in one unit of measure (for example, box or
case) but priced and costed in a different unit of measure. The
price is based on the weight, but the weight of each unit can vary.
Therefore, the weight has to be caught (captured) when the item
is moved. The Inventory Control system tracks catch weight items
by the stock and a secondary unit of measure. Depending on how
you set up the system, you must enter both quantities at the time
of issue, upon receipt, or always. You must purchase the item in
the secondary unit of measure. The price or cost is based on the
stock unit of measure.
Closed requisition
A requisition for which all lines are closed.
114
Glossary

Version 7.2.0
Comment type
A user-defined code that groups item comments into user-defined
types. For example, comment type S might represent shipping
instructions, comment type A might represent assembly
instructions, and so on.
Company number
A one- to four-digit number that identifies a company.
Cubic feet
An items unit-of-measure size in cubic feet.
Deallocation
A process that changes existing allocations by backordering the
previous allocations. The Warehouse system lets you deallocate
as long as the pick list has not been printed.
Delivery ticket
A document that lists the picked or received item quantities to be
delivered to the requesting location.
Details
See Allocation details.
Document
A user-defined document identification code the system uses for
referencing a group of transactions.
Dropship
A shipment that bypasses the receiving process and is shipped
directly to a customer by the vendor.
Expected ship date
The date that you expect to ship goods to a customer or requester
in the Warehouse system.
Freight charge
The amount that a customer is charged against the cost of sending
an item. See also Freight code.
Freight class
A class that groups items for Bill of Lading processing in the
Warehouse system.

Version 7.2.0
Glossary
115
Freight code
A user-defined code that identifies the general ledger freight
account that is credited when the code is used. See also Freight
charge.
Future days
A process that calculates the number of days needed to prepare
an order for shipment. Future days are used when allocating
inventory for future orders in the Warehouse system.
Future order
An order that is to be delivered at some point in the future. See
also Future days.
Inventoried item
An item for which the Inventory Control system maintains quantity
and costs. You must define this item type in the Item Master and
Item Location files. See also Nonstock item and special order
item.
Inventory tracking
The process that tracks item quantity and cost by location.
Item number
An alphanumeric code that identifies an item.
Item type
The kind of item being requested. The four item types are
inventoried, nonstock, special orders, and services.
Kit
An assembly that consists of multiple components. In the Order
Entry and Requisitions systems, you can order or request the
parent item. The picking list prints with the full set of components
when processing the shipment in the Warehouse system.
Kit component
An item assigned to kit items for kit assembly. Both item
components and kit items must be defined in the Item Master file
before the kit and component relationships can be defined for kit
assembly. Required kit components can have options.
Leadtime
A span of time required to procure an item from an outside supplier
or from ones own manufacturing facility.
116
Glossary

Version 7.2.0
Location
Location is a place, in a company, where inventory is stored. A
location can represent a physical place, such as a city, building, or
floor of a building. It can also represent a logical classification,
such as spare parts, office supplies, and consignment inventory.
Lot number
A lot number is a unique identification that is assigned to a
homogenous quantity of material, such as batch number, mix
number, or run number.
Lot tracking
A process that tracks an item by the lot from which it came. An
item being tracked by lot is defined in the Inventory Control
system. See also Bin tracking, serial number tracking, and
multiple UOM tracking.
Make-to-order kit
A kit that is assembled with kit components after it is ordered or
requisitioned. Component items are stocked separately. The
Warehouse system checks kit component availability when trying
to fill a demand created by the order or requisition.
Make-to-stock kit
A kit that is preassembled with component items before storage.
The Warehouse system checks kit availability when trying to fill the
demand created by the order or requisition containing the kit.
Material Safety Data Sheet (MSDS)
A Material Safety Data Sheet is a form that the government
requires for hazardous items.
Merge multiple shipments
A process that merges all shipments for a single document,
destination, and location. The Warehouse system uses merge
shipments to produce one invoice or delivery ticket if more than
one shipment exists for a document.
MSDS
See Material Safety Data Sheet.
Multiple unit of measure
An alternate unit of measure assigned to an item in the Item
Master file. You can use multiple units of measure to sell or price
an item in more than one unit of measure. For example, beverages

Version 7.2.0
Glossary
117
can be tracked and sold by the 6-pack and 12-pack. The

Procurement Management systems use multiple units of measure
to process transactions, and buy, sell, and track items.
Multiple UOM tracking
A process that indicates the tracking of a quantity of an item in
more than one unit of measure. You define an item as being
tracked in multiple units of measure in the Inventory Control
system. See also Lot tracking, bin tracking, serial number
tracking, and catch weight.
Nonstock item
A nonstock item is an item defined in the Item Master file but not
tracked in inventory. If you define this item type as being tracked
in inventory in the Item Location file, the system defaults cost and
vendor information. See also Inventoried item and special order
item.
Online allocation
Allocating inventory for an order or requisition at the same time the
order or requisition is entered. When defining a company in the
Inventory Control system, you can select either the batch or online
allocation method. See also Allocation and batch allocation.
Open quantity
The amount of the original line quantity for a document (minus the
received quantity).
Overpack
A term that indicates packing more than what was originally
printed on the pick list. See also Overpick and overship.
Overpick
A term that indicates picking more than what was originally printed
on the pick list. See also Overpack and overship.
Overship
A term that indicates shipping more than what was originally
ordered by a customer. See also Overpick and overpack.
Packing feedback
Feedback you provide that indicates what you packed for
shipment to a customer or requester. In the Warehouse system,
you can perform packing feedback by batch, shipment, or bin
sequence. See also Picking feedback and shipping feedback.
118
Glossary

Version 7.2.0
Packing list
A packing list is a list of packed items by inventory location.
Printing the packing list is an optional processing step. Some
companies send the form with the customer shipment.
Pick list
A document that lists suggested item quantities to pick from
inventory.
Pick priority
A process that determines the priority that a customer or requester
has when allocating inventory using the batch allocation method.
Pick quantity
The pick quantity is the suggested quantity to pick from inventory.
Picked quantity
The picked quantity is the actual quantity picked from inventory.
Picking
The act of physically removing or pulling goods from inventory
and, optionally, assembling them before they are used or shipped.
For example, picking can be collecting all the goods for several
documents that are shipped together. The items still belong to the
company, but are no longer physically in inventory.
Picking feedback
Feedback you provide that indicates the actual quantities you
picked from inventory. In the Warehouse system, you can perform
picking feedback by batch, shipment, or bin sequence. See also
Packing feedback and shipping feedback.
Process level
A user-defined level in a company, such as a division, department,
or sales office.
Process type
A user-defined code that determines the processing steps for a
document (order or requisition). Process types are defined in the
Warehouse system and can be assigned to order types in the
Order Entry system.
Proof of Delivery (POD)
A form that customers use to confirm the receipt of goods before
being billed for them. Proof of Delivery forms are typically used for
large, complicated shipments or shipments of high value.

Version 7.2.0
Glossary
119
Purchase order
A record that tracks and reports orders for goods and services
placed with vendors.
Released
The status required for processing an object (for example, a time
record or an order).
Requester
A requester is the person, department, function, or location
responsible for initiating request or demand for materials,
supplies, or inventory items.
Requesting location
A requesting location is a location that can be a stock location
defined in the Inventory Control system or a nonstock location. A
nonstock location can be a department, cost center, store, and so
on.
Reserved inventory
See Allocation.
Route processing
Route processing is a means of delivering goods to customers by
truck. You define routes and stops for customer deliveries along
each route. All documents placed with route processing
companies must go through special processing steps.
Secondary unit of measure
A secondary unit of measure is an additional unit of measure
(UOM) by which an item is stocked, bought, or sold. Catch weight
items require a secondary UOM. These kinds of items are tracked
by the stock UOM and the secondary UOM. Usually the secondary
UOM, such as cases and boxes, is the working UOM. The stock
UOM, such as pounds or feet, is the valuation UOM. See also
Stock unit of measure.
Serial number tracking
The process that tracks inventory by serial number. Using serial
numbers is a way of tracking individual items for identification. The
serial number is usually provided by the manufacturer. See also
Lot tracking, bin tracking, and multiple UOM tracking.
120
Glossary

Version 7.2.0
Shipping feedback
Feedback you provide that indicates what you shipped to a
customer or requester. In the Warehouse system, you can
perform shipping feedback by batch, shipment, or bin sequence.
See also Picking feedback and packing feedback.
Special order item
An item that is not defined in the Item Master file and is not tracked
in inventory. It is usually a one-time buy item.
Stock unit of measure
The items base unit of measure (UOM) that indicates an item is
stocked in inventory. The stock UOM is defined in the Inventory
Control system. The unit costs for an item in inventory and are
based on this unit of measure. Unless otherwise specified, the
stock UOM is the default UOM in the Inventory Control, Order
Entry, and Purchase Order systems. See also Secondary unit of
measure.
Stock-on-hand
The amount of an item physically in the warehouse based on
inventory records.
Substitute inventory location
The substitute inventory location is the allocation of inventory from
a different warehouse when performing online allocation. See also
Location.
Transportation ID
The identification number that you assign to a transportation
vehicle, such as a truck. The number helps to keep track of which
vehicle is being used to deliver the goods to the customer.
Unallocated
A status that indicates the total quantity of open orders or
requisitions that were entered but do not have any inventory
allocated to them.
Unit of measure (UOM)
The unit of measure is the unit in which quantitative data about an
item is expressed. For example, pounds, gallons, feet, each, and
so on.
Vendor
Any company or person you remit a payment to.

Version 7.2.0
Glossary
121
Weight
Weight is an items stock unit of measure based on the weight.
122
Glossary

Version 7.2.0
Index
A
Allocation
See also Deallocation
backorders, 39, 72
batch, 38
catch weight items, 86
changing for inventoried items, 43
changing for nonstock items, 44
changing for special items, 44
dates, 23, 38
defining formulas, 21
displaying item quantities, 43
filling part of a line, 41
finished goods, 80
hierarchy, 96
kinds of, 38
listing allocated lines, 44
make-to-order kits, 81
online, 42
priority source, 20
setup decisions, 19
specifying substitute locations, 44
understanding, 19, 38
B
Backorders
allocating, 20
listing, 39
processing, 72
quantities, 21
receiving notice of backordered shipments,
99
selecting customer options, 24
shipment lines, 49
understanding, 39
using with requisitions, 25
Batch
allocation, 20, 38
performing feedback, 51, 57, 63

Version 7.2.0
Batch feedback
See also Feedback
performing packing, 57
performing picking, 51
performing shipping, 63
Bills of Lading
adding during feedback, 77
defining, 76
printing, 77
understanding, 76
Bin tracking
automatically assigning bins, 70
manually assigning bins, 69
preassigning bins, 68
setting up, 66
Bulk picking, 47
C
Catch weight items
examples, 86
performing feedback, 50, 56
processing, 86
understanding, 85
Converting shipments, 29
D
Deallocation
See also Allocation
performing, 41
understanding, 40
Demands
allocating, 19, 38
backordering, 39
changing allocation, 43
creating, 19
deallocating, 40
performing packing feedback, 54
performing picking feedback, 48
performing shipping feedback, 60
Index
123
releasing shipments, 70
Details
assigning to kit components, 84
automatically assigning, 70
manually assigning, 69
preassigning, 68
Documents
allocating, 38
allocation priority, 20
backordering, 39
changing allocation, 43
deallocating, 40
inquiring on shipments by document, 51
listing
allocated lines, 44
allocated not printed, 44
ready to allocate lines, 79
processing orders, 34
processing requisitions, 36
understanding, 17
E
Expected ship dates
understanding, 23
using with batch allocation, 38
using with routes, 100
F
Feedback
See also Batch feedback
adding Bills of Lading during feedback, 77
interfacing
packing, 57
picking, 52
shipping, 64
kinds of, 27
packing
batch, 57
online, 55
overpacking, 58
performing detail, 66
picking
batch, 51
online, 49
overpicking, 52
124
Index
shipping
batch, 63
online, 61
overshipping, 64
Finished goods
allocating, 80
components, 80
processing, 80
understanding, 80
Flowcharts
processing requisitions, 37
Freight charges
sharing in Bills of Lading, 78
using with route orders, 90
Future days
calculating, 97
entering on future orders, 79
using with batch allocation, 79
Future orders
allocating, 97
calculating future days, 97
creating and processing, 79
I
Inquiring
on shipments by document, 51
on shipments by location, 51
Interfacing feedback
packing, 57
picking, 52
shipping, 64
K
Kits
allocating
finished goods, 80
make-to-order kits, 81
assigning details to components, 84
kinds of, 80
preassigning details to make-to-order
components, 81
processing finished goods, 80
processing make-to-order, 82
understanding, 80

Version 7.2.0
L
Listing
allocated lines, 44
allocated not printed, 44
backordered items, 39
items requiring MSDS forms, 75
lines ready to allocate, 79
packed items by location, 56
process types, 28
shipments in process, 46
shipped not invoiced, 63
shipping methods, 29
Locations
substitute, 44
Lot tracking
automatically assigning lots, 70
manually assigning lots, 69
preassigning lots, 68
setting up, 66
M
Make-to-order kits
allocating, 81
components, 81
preassigning details, 81
processing, 82
understanding, 81
Material Safety Data Sheets
listing items, 75
tracking, 75
Merging shipments, 53, 59, 64
MSDS, See Material Safety Data Sheets
allocating in, 42
automatically assigning units of measure,
70
manually assigning units of measure, 69
preassigning units of measure, 68
setting up, 66
O
Online
allocation, 20, 42
displaying item quantities, 43

Version 7.2.0
performing feedback, 49, 55, 61

Orders
allocation priority, 20, 96
calculating future days, 97
processing flowchart, 35
processing steps, 34
Overpacking, 58
Overpicking, 52
Overshipping, 64
P
Packing feedback
See also Feedback
batch, 57
interfacing, 57
online, 55
overpacking, 58
undoing, 54
Packing lists, 56
Pick lists
changing after printing, 47
printing, 45
Picking feedback
See also Feedback
batch, 51
interfacing, 52
online, 49
overpicking, 52
undoing, 49
Preassigning details
to items, 68
to make-to-order components, 81
Prerequisites
General Ledger setup, 18
Inventory Control setup, 18
Printing
Bills of Lading, 77
bulk pick lists, 47
packing lists, 56
pick lists, 45
Proof of Delivery, 74
Process types
defining, 27
listing, 28
Programs
by form, 108
Index
125
by function, 103
numbering, 101
Proof of Delivery
printing, 74
selecting customer options, 24
setup options, 73
understanding, 24
R
Requisitions
allocation priority, 20, 97
processing flowchart, 37
processing steps, 36
Routes
assigning, 88
changing and deleting stops, 91
changing delivery days, 100
deciding whether to deliver by route, 23
defaults, 100
deleting orders on a stop, 92
listing, 91
system-assigned, 100
transferring orders, 93
transferring stops, 92
S
Serial number tracking
automatically assigning serial numbers, 70
manually assigning serial numbers, 69
preassigning serial numbers, 68
setting up, 66
Setup
process types, 27
Shipments
assigning details, 66
backordering lines, 49, 55, 61
converting, 29
creating, 45
deleting, 48
inquiring on, 51
listing shipments in process, 46
merging, 53, 59, 64
performing feedback
126
Index
across shipments, 78
batch, 51
packing, 54
picking, 48
shipping, 60
printing pick lists, 45
receiving notice of backordered or voided
shipments, 48, 99
releasing, 70
status codes, 95
Shipping feedback
See also Feedback
batch, 63
interfacing, 64
online, 61
overshipping, 64
performing across shipments, 78
undoing, 60
Shipping methods
defining, 28
inactivating, 28
listing, 29
Status codes for shipments, 95
Substitute locations, 44
T
Tracking items with details
automatically assigning, 70
make-to-order components, 81
manually assigning, 69
preassigning, 68
setting up, 66
understanding, 67
U
Units of measure
automatically assigning units of measure,
70
manually assigning units of measure, 69
preassigning units of measure, 68
setting up, 66
W
Warehouse
creating demands, 19

Version 7.2.0
prerequisites, 18
setup
process types, 27
setup that affects Warehouse

Version 7.2.0
Accounts Receivable system, 24

Billing system, 23
Inventory Control system, 19
Order Entry system, 24
understanding terms, 17
Index
127
128
Index

Version 7.2.0

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Warehouse Procedures Manual

2002 Lawson Software, Inc.

Warehouse Procedures Manual

Before You Start ................................................................ viii

Chapter 1: Considerations Before Setup

Warehouse Terms ............................................................. 17

Warehouse Procedures Manual

Order Processing ......................................................... 24

Defining Process Types ..................................................... 27

Processing Orders .............................................................. 34

Warehouse Procedures Manual

Overshipping Line Quantities ...................................... 64

Chapter 4: System Logic

Shipment Status Codes ..................................................... 95

Warehouse Procedures Manual

Appendix A: System Programs

Programs Listed by Function ............................................ 103

Appendix B: Typical Questions

~ END OF THIS SECTION ~

Warehouse Procedures Manual

Companies who use external (non-Lawson) systems to create

Process types determine which shipment processing steps

Quantities for inventoried items are easily visible, including

You can assign allocation priority to items and allocate part of

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

Kit components can be tracked by bin, lot, serial number, and

Lawson recommends that you read the following before

Order Entry Procedures Manual

Requisitions Procedures Manual

Warehouse Procedures Manual

Before You Start

Before You Start

How This Manual Is Organized

Warehouse Procedures Manual

Lawson Software Documentation

Lawson Software Documentation

All products can use the following documentation:

Online help offers information about menu options, forms,

Most Lawson Software documentation is available as an

Context-sensitive Windows help is available if you choose the

Documentation Short Names

Warehouse Procedures Manual

Lawson Software Documentation

The application Procedures Manual is a how-to guide for

The application Conversion Workbook is a users guide for the

Application online help text gives you quick access to detailed

User Text gives you information on using forms and form

Data File Text gives you information on what data files

Technical Text lists the updated and referenced files by

Warehouse Procedures Manual

Lawson Software Documentation

Getting Started with the Desktop Client (Desktop Client

Getting Started with the Desktop Client Quick Reference Card

The application Training Manual includes information you

The Lawson Trainer Catalog contains course schedules and

To obtain a password or request a specific password, contact

Warehouse Procedures Manual

Lawson Software Documentation Standards

Lawson Software Documentation Standards

A key name or a function key name. For

A placeholder for a user-defined value. For

A function key number. For example, if the

A plus sign between key names instructs you to

Warehouse Procedures Manual