Warehousing Manual in Infor LN

Warehousing - SSA ERP LN
Student Manual and Exercises - Volume 1 of 2
SSA ERPLN 6.1
Warehousing
Student Manual and Exercises
WRH_61_SE 11/2004
Copyright 2004 by SSA Global Technologies, Inc.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way
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supplementary information), whether such errors or omissions result from negligence, accident or any other cause.
SSA ERPLN, Warehousing, WRH_61_SE, 10/2004

Copyright 2004 SSA Global Technologies, Inc.
All rights reserved. Printed in the United States of America.
Trademark Acknowledgments
SSA ERPLN is a trademark of SSA Global Technologies, Inc. in the United States and/or other countries.
All other company, product, trade or service names referenced may be registered trademarks or trademarks of their
respective owners.
Contents
Contents........................................................................................iii
About this course...................................................................... xiii
Course Goal.....................................................................................................xiv
Course Objectives............................................................................................xiv
Who Should Attend this Course.......................................................................xvi
Audience ......................................................................................................xvi
Prerequisites ................................................................................................xvi
Organization of Course Materials ...................................................................xvii
Lesson Objectives.......................................................................................xvii
Lesson Materials .........................................................................................xvii
Lesson Reviews ..........................................................................................xvii
Lesson Exercises ........................................................................................xvii
Answer Key .................................................................................................xvii
Flows.......................................................................................................... xviii
Icons Used Within this Course .....................................................................xix
Navigation ........................................................................................................ xx
Menu Paths ..................................................................................................xxi
Course Agenda ...............................................................................................xxii
Duration.......................................................................................................xxii
Course Introduction ................................................................ xxiii

The Warehousing Package............................................................................xxiv
Decoupling of Warehousing ........................................................................xxv
Warehouse Master Data .............................................................................xxv
Warehouse Orders & Procedures ..............................................................xxvi
Order Processing .......................................................................................xxvi
iii
Warehousing
Assembly Orders........................................................................................xxvi
Inventory Planning .................................................................................... xxvii
Cycle Counting and Adjustment Orders.................................................... xxvii
Inventory Analysis ..................................................................................... xxvii
Inventory Reporting.................................................................................. xxviii
Blocking.................................................................................................... xxviii
Package Definitions and Handling Units .................................................. xxviii
Lot Control and Serialized Items ................................................................xxix
Cross-Docking............................................................................................xxix
Warehouse Master Data............................................................ 1-1

Define Warehousing Prerequisites .................................................................1-3
Define Warehousing Parameters....................................................................1-4
Master Data Parameters.................................................................................1-5
Item Warehousing Data ............................................................................1-10
Item Data By Warehouse ..........................................................................1-12
Warehouses..................................................................................................1-17
Warehouses in Common Data ..................................................................1-18
Warehouses in the Warehousing Module .................................................1-21
Zones and Locations.................................................................................1-22
Define Storage Capacity ...........................................................................1-31
Copy Ranges of Warehouse Locations.....................................................1-38
Replenishment Location Matrix.................................................................1-40
Exercise: Create Warehouses ...............................................................1-42
Exercise: Create a Warehouse Zone ....................................................1-44
Exercise: Create a Location ..................................................................1-45
Exercise: Define Storage Capacity ........................................................1-46
Additional Warehouse Sessions ...............................................................1-47
Package Definitions ......................................................................................1-52
Storage Conditions .......................................................................................1-53
Storage Condition Parameters..................................................................1-55
Create Storage Conditions........................................................................1-58
Link Storage Conditions ............................................................................1-59
Maintain Remarks .....................................................................................1-64
Exercise: Create Storage Conditions ....................................................1-65
Exercise: Link Storage Conditions and Location ...................................1-66
Exercise: Link Storage Conditions and Item..........................................1-67
User Profiles .................................................................................................1-69
Lesson Review..............................................................................................1-72
Review Questions .........................................................................................1-73
Warehouse Orders and Procedures ........................................ 2-1

Warehouse Order Types.................................................................................2-3
Warehousing Procedures............................................................................2-4
Warehousing Procedure Activities ..............................................................2-5
Warehouse Order Types...........................................................................2-11
Default Order Types by Origin ..................................................................2-16
iv
Contents
Exercise: Create a Warehouse Procedure ............................................2-18

Exercise: Create Warehouse Order Types............................................2-20
Warehouse Orders........................................................................................2-21
Warehousing Orders .................................................................................2-23
Outbound Line Statuses ........................................................................2-27
Exercise: Create a Warehousing Order.................................................2-34
Easy Entry Warehousing Order ................................................................2-34
Exercise: Create an Easy Entry Warehousing Order ............................2-40
Lesson Review..............................................................................................2-41
Order Processing ...................................................................... 3-1

Receipts and Inbounding ................................................................................3-3
Maintain Incoming Shipment Notices..........................................................3-4
Print Goods Received Note.........................................................................3-6
Warehouse Receipts...................................................................................3-9
Receipt Lines ............................................................................................3-12
Expected Orders .......................................................................................3-15
Inspecting Goods ..........................................................................................3-17
Warehouse Inspections.............................................................................3-18
Storage and Put Away ..................................................................................3-21
Storage Lists .............................................................................................3-21
Sort Options for Picking / Storage List ......................................................3-21
Generate Storage Lists .............................................................................3-24
Storage Lists .............................................................................................3-26
Inbound Advice .........................................................................................3-27
Generate Inbound Advice .........................................................................3-29
Put Away Inbound Advice .........................................................................3-30
Exercise: Create an Easy Entry Warehouse Purchase (Manual) Order 3-31
Exercise: Print Goods Received Note ...................................................3-32
Exercise: Register Warehouse Receipts ...............................................3-33
Exercise: Generate Inbound Advice ......................................................3-34
Exercise: Put Away Inbound Advice ......................................................3-35
Outbound Process ........................................................................................3-37
Outbounding..............................................................................................3-38
Outbound Procedure.................................................................................3-38
Exercise: Create an Easy Entry Sales Order.........................................3-61
Exercise: Generate Outbound Advice ...................................................3-62
Exercise: Release Outbound Advice .....................................................3-63
Exercise: Generate Picking List.............................................................3-64
Exercise: Picking List.............................................................................3-65
Exercise: Approve Warehouse Inspections ...........................................3-67
Shipments .....................................................................................................3-68
Shipping Documentation ...........................................................................3-80
Exercise: Confirm Shipment ..................................................................3-84
Exercise: Outbound Line Status Overview ............................................3-85
Exercise: Print a Bill of Lading, Packing Slip, and Packing List.............3-87
Warehousing
Lesson Review..............................................................................................3-90
Assembly Orders....................................................................... 4-1

List / Kit Item ...................................................................................................4-4
Define a List Item ........................................................................................4-5
Define a Kit Assembly Item (Item Type of Purchased) ...............................4-7
List Groups......................................................................................................4-9
Create a List Group...................................................................................4-10
List Components ...........................................................................................4-11
Define a List Component...........................................................................4-12
Warehousing Assembly Order ......................................................................4-14
Define a Warehouse Assembly Order.......................................................4-16
Assembly Order Process ..............................................................................4-18
Process a Warehouse Assembly Order ....................................................4-18
Exercise: Define a List Item ...................................................................4-20
Exercise: Define a Kit Assembly Item (Purchase Item Type) ................4-22
Exercise: Create a List Group ...............................................................4-24
Exercise: Define a List Component .......................................................4-25
Exercise: Create and Process a Warehouse Assembly Order ..............4-26
Lesson Review..............................................................................................4-27
Inventory Planning .................................................................... 5-1

Planned Inventory Transactions .....................................................................5-2
Planned Inventory Transactions by Item.....................................................5-2
Planned Inventory Transactions by Order...................................................5-5
Exercise: View Planned Inventory Transactions by Item.........................5-6
Inventory Commitments and Buffers...............................................................5-7
Item Sales Data...........................................................................................5-9
Sales Order Parameters ...........................................................................5-10
Create New Inventory Commitments and Buffers.....................................5-11
Commit Inventory from Inventory Buffers..................................................5-14
Generate Inventory Commitment ..............................................................5-16
Cancel Inventory Commitment..................................................................5-19
Exercise: Create New Inventory Commitments and Buffers..................5-21
Exercise: Commit Inventory from Inventory Buffers ..............................5-21
Exercise: Cancel Inventory Commitment ..............................................5-23
Inventory Commitments Additional Impacts...........................................5-24
Lesson Review..............................................................................................5-26
Cycle Counting and Adjustment Orders ................................. 6-1

Cycle Counting................................................................................................6-3
Inventory Handling Parameters...................................................................6-5
Reasons ......................................................................................................6-8
Cycle Counting Data ...................................................................................6-9
Exercise: Set Cycle Counting Parameters ............................................6-12
vi
Contents
Exercise: Define Reason Codes............................................................6-13

Generate Cycle Counting Orders..............................................................6-13
Cycle Count Reports .................................................................................6-17
Cycle Counting Orders..............................................................................6-19
Cycle Counting Order Lines ......................................................................6-22
Enter Cycle Counting Results ...................................................................6-27
Approve Cycle Counting Variances ..........................................................6-29
Process Cycle Counting Orders................................................................6-31
Exercise: Generate a Cycle Count Order ..............................................6-33
Exercise: Record Cycle Counting Results .............................................6-34
Warehouse Adjustment Orders.....................................................................6-36
Adjustment Orders ....................................................................................6-37
Process Adjustment Orders ......................................................................6-39
Additional Adjustment Order Sessions......................................................6-40
Exercise: Create an Easy Adjustment Entry..........................................6-42
Exercise: View on Hand Inventory.........................................................6-43
Lesson Review..............................................................................................6-44
Inventory Analysis .................................................................... 7-1

ABC and Slow-Moving Analysis......................................................................7-4
Inventory Analysis Parameters ...................................................................7-5
Perform ABC Inventory Analysis by Item ....................................................7-8
Perform Slow-Moving Analysis of Warehouse Inventory Items ................7-13
Exercise: Perform ABC Analysis ...........................................................7-17
Exercise: Perform Slow-Moving Analysis ..............................................7-19
Inventory Valuation .......................................................................................7-20
Item Valuation Groups ..............................................................................7-23
Warehouse Valuation Groups ...................................................................7-26
Inventory Valuation Methods.....................................................................7-29
Warehouse Item.....................................................................................7-32
Exercise: Setup MAUC Inventory Valuation ..........................................7-34
Track Inventory Valuation Transactions....................................................7-43
Inventory Receipt Transactions.................................................................7-44
Inventory Receipt Transaction Consumptions ..........................................7-46
Exercise: Enter Warehouse Purchase (Manual) and Warehouse Sales
(Manual) Orders ....................................................................................7-47
Exercise: Valuate MAUC and Inventory Valuations ..............................7-51
MAUC Correction ......................................................................................7-51
Perform Inventory Valuation......................................................................7-52
Inventory Variances ..................................................................................7-55
Exercise: Perform an Inventory Valuation .............................................7-58
Demand Forecasts and Order Parameters...................................................7-60
Forecast Methods .....................................................................................7-61
Calculate Demand Forecast......................................................................7-63
Calculate the Economic Order Quantity of an Item...................................7-65
Global Update of Inventory Parameters....................................................7-68
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Lesson Review..............................................................................................7-71
Inventory Reporting .................................................................. 8-1

Inventory Position ...........................................................................................8-2
Inventory by Warehouse and Item ..............................................................8-2
Inventory by Warehouse, Item, Lot, and Location.......................................8-5
Exercise: View Inventory by Warehouse and Item ..................................8-7
Exercise: View Inventory by Warehouse, Item, Lot, and Location...........8-8
Consignment Inventory Position .....................................................................8-9
Consignment Inventory and Usage.............................................................8-9
Inventory Transactions..................................................................................8-11
Inventory Transactions by Location ..........................................................8-12
Inventory Transactions by Item and Warehouse.......................................8-14
Inventory Transactions by Order...............................................................8-16
Delete/Archive Inventory Transactions by Item and Warehouse ..............8-17
Lesson Review..............................................................................................8-20
Blocking ..................................................................................... 9-1

Blocking Reasons ...........................................................................................9-6
Reasons for Blocking Warehouse Inventory ...............................................9-6
Set and Remove Blocking Conditions.............................................................9-8
Blocking by Warehouse, Zone, and Location..............................................9-8
Global Block of Warehouses, Zones or Locations ....................................9-10
Inventory Transaction Restrictions for Warehouse Zones ........................9-13
Inventory Transaction Restrictions for Warehouse Locations...................9-16
Blocking Inventory Transactions for Lot Controlled Items .........................9-18
Define Inventory Transaction Restrictions for Lot Controlled Items ..........9-19
Blocking for Stock Points ..........................................................................9-20
Blocking Inventory Transactions for Stock Points within a Warehouse.....9-21
Exercise: Create Blocking Reasons ......................................................9-23
Exercise: Create a Lot Controlled Item..................................................9-24
Exercise: Block Lots ..............................................................................9-25
Lesson Review..............................................................................................9-26
Package Definitions and Handling Units .............................. 10-1

Package Definitions ......................................................................................10-3
Fixed Package Definitions.........................................................................10-4
Variable Package Definition ......................................................................10-5
Mixed Package Definitions........................................................................10-6
Item Packaging Data.....................................................................................10-8
Define Item Packaging Data .....................................................................10-9
Fixed Package Definition ........................................................................10-10
Package Definition Levels.......................................................................10-12
Handling Unit Template...........................................................................10-16
Validate Package Definitions ..................................................................10-18
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Contents
Link Items to Package Definitions ...........................................................10-19

Exercise: Define Purchased Items ......................................................10-21
Exercise: Define Item Packaging Data ................................................10-22
Exercise: Define Fixed Package Definition..........................................10-23
Exercise: Define Package Definition Levels ........................................10-24
Exercise: Verify Handling Unit Template .............................................10-25
Exercise: Validate Package Definition .................................................10-26
Exercise: Link the Package Definition to an Item ................................10-28
Handling Units.............................................................................................10-29
Masks......................................................................................................10-31
Mask Segments ......................................................................................10-32
Master Data Parameters .........................................................................10-35
Inventory Handling Parameters...............................................................10-36
Define Warehouse Data..........................................................................10-39
Item Data.................................................................................................10-40
Item Data by Warehouse ........................................................................10-42
Management of Packaging Inventory......................................................10-44
Exercise: Define Mask .........................................................................10-49
Exercise: Define a Mask Segment ......................................................10-50
Exercise: Define the Master Data Parameters ....................................10-51
Exercise: Define Inventory Handling Parameters ................................10-52
Exercise: Define Item Data ..................................................................10-53
Exercise: Define Item Data by Warehouse..........................................10-54
Exercise: Management of Packaging Inventory ..................................10-55
Specify Default Package Definition.............................................................10-61
Set Default Package Definition by Item (Optional)..................................10-61
Define Package Definition by Warehouse and Item (Default) .................10-62
Lesson Review............................................................................................10-64
Review Questions .......................................................................................10-65
Lot Control and Serialized Items ........................................... 11-1

Lot Control Setup ..........................................................................................11-4
Define Lot Control Parameters..................................................................11-6
Define Lot Selection Codes.......................................................................11-7
General Item Data.....................................................................................11-9
Convert to Lot Item..................................................................................11-11
Convert to Non-Lot Item..........................................................................11-13
Items Costing ..........................................................................................11-14
Create Lots..............................................................................................11-16
Exercise: Define Lot Control Parameters ............................................11-19
Exercise: Lot Selection Codes.............................................................11-19
Exercise: Define General Item Data as Lot Controlled Item ................11-20
Exercise: Create Lots ..........................................................................11-21
Lot Features................................................................................................11-23
Define Variable Lot Features ..................................................................11-23
Assign Variable Lot Features by Item .....................................................11-25
Record Values of Variable Lot Features by Item ....................................11-27
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Warehousing
Exercise: Define Variable Lot Features ...............................................11-28

Exercise: Assign Variable Lot Features by Item ..................................11-29
Exercise: Record Values of Variable Lot Features by Item .................11-30
Lot Tracking ................................................................................................11-32
Track Item Lot Issues..............................................................................11-32
Track Item Lot Receipts ..........................................................................11-33
Serialized Items ..........................................................................................11-35
Set Up Serialized Items ..............................................................................11-38
Define a Mask .........................................................................................11-39
Define Mask Segments ...........................................................................11-40
Define Common Parameters...................................................................11-43
Exercise: Define a Mask ......................................................................11-43
Exercise: Define Mask Segment .........................................................11-44
Exercise: Define COM Parameters .....................................................11-45
Define General Item Data .......................................................................11-46
Exercise: Define Serialized Items ........................................................11-48
Serial Tracking ............................................................................................11-51
Define Serial Usage and Tracking Settings ............................................11-56
Exercise: Define Serial Usage and Tracking Settings .........................11-56
Process Serialized Items.........................................................................11-57
Exercise Create a Purchase Order......................................................11-66
Exercise: View Serials and Tracking ...................................................11-70
Exercise: View Order Serials ...............................................................11-71
Trace and Track Serial Numbers ................................................................11-73
Exercise: Tracking Serialized Items ....................................................11-74
Lesson Review............................................................................................11-77
Cross-Docking......................................................................... 12-1
Cross-Docking Master Data..........................................................................12-3
Cross-Dock Order Priority Definitions .......................................................12-3
Cross Dock Order Priorities ......................................................................12-4
Inventory Handling Parameters.................................................................12-7
Warehouses ..............................................................................................12-9
Items Warehousing Data......................................................................12-11
Warehouse Item...................................................................................12-13
Exercise: Create Cross-Dock Order Priority Definition ........................12-14
Exercise: Create Cross-dock Order Priorities......................................12-15
Exercise: Create Inventory Handling Parameters................................12-16
Exercise: Define Warehouse Dynamic Cross-Docking........................12-17
Exercise: Define Cross-Dock Item Options .........................................12-18
Exercise: Define Warehouse and Item Combination for Dynamic CrossDocking................................................................................................12-20
Cross-Dock Orders .....................................................................................12-22
Create Cross-Docking Order...................................................................12-25
Create Cross-dock Order Line ................................................................12-27
Approve Cross-dock Order Lines............................................................12-30
Contents
Manually ..............................................................................................12-30
Batch ...................................................................................................12-31
Automatically .......................................................................................12-31
Cancel Cross-dock Orders......................................................................12-32
Define a Manual Cross-Dock Order ........................................................12-34
Exercise: Create and Process a Dynamic Cross-Dock Order .............12-36
Exercise: Easy Entry Warehousing Order (whinh2202m000) .............12-39
Exercise: Create Purchase Order........................................................12-40
Exercise: Create Warehouse Receipt .................................................12-41
Static Cross-Docking ..................................................................................12-44
Sales Order Type ....................................................................................12-44
Lesson Review............................................................................................12-46
List of Flows
The Flow: Warehousing Parameters ..............................................................1-4
The Flow: Create a Warehouse ....................................................................1-17
The Flow: Storage Conditions.......................................................................1-55
The Flow: Warehouse Order Types................................................................2-3
The Flow: Warehouse Orders.......................................................................2-22
The Flow: Receipts and Inbounding ...............................................................3-4
The Flow: The Receiving Process ................................................................3-23
The Flow: Outbound Procedure....................................................................3-40
The Flow: Shipments ....................................................................................3-69
The Flow: Assembly Orders............................................................................4-3
The Flow: Planned Inventory Transactions.....................................................5-2
The Flow: Inventory Commitments and Buffers..............................................5-9
The Flow: Cycle Counting...............................................................................6-4
The Flow: Warehouse Adjustment Orders....................................................6-36
The Flow: ABC and Slow-Moving Analysis.....................................................7-4
The Flow: Inventory Valuation ......................................................................7-22
The Flow: Inventory Position...........................................................................8-2
The Flow: Inventory Transactions.................................................................8-12
The Flow: Blocking..........................................................................................9-4
The Flow: Package Definitions .....................................................................10-7
The Flow: Handling Units............................................................................10-30
The Flow: Lot Control Setup .........................................................................11-5
The Flow: Lot Features ...............................................................................11-23
The Flow: Set Up Serialized Items..............................................................11-38
The Flow: Serial Tracking ...........................................................................11-52
The Flow: Cross-Docking Master Data .........................................................12-3
The Flow: Cross-Docking Order .................................................................12-24
The Flow: Static Cross-docking Order ........................................................12-44
List of Figures
Figure 1 - 1: Define Storage Capacity...........................................................1-32
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Warehousing
Figure 1 - 2: Replenishment..........................................................................1-41
Figure 1 - 3: Package Definitions..................................................................1-52
Figure 2 - 1: Goods Flow Through a Warehouse............................................2-1
Figure 2 - 2: Warehouse Order Procedure ...................................................2-21
Figure 2 - 3: Inbounding Bringing Goods into a Warehouse......................2-28
Figure 2 - 4: Outbounding Moving Goods out of a Warehouse .................2-30
Figure 3 - 1: Inbound Process.........................................................................3-3
Figure 3 - 2: Outbound Process....................................................................3-37
Figure 9 - 1: Blocking Example .......................................................................9-9
Figure 9 - 2: Block Lot...................................................................................9-19
Figure 10 - 1: Pallet Box Piece ...............................................................10-5
Figure 10 - 2: Variable Package Definition ...................................................10-6
Figure 10 - 3: Mixed Package Definitions .....................................................10-6
Figure 11 - 1: Lot by Unit ..............................................................................11-2
Figure 11 - 2: Lot Control Options...............................................................11-11
Figure 11 - 3: Track Lots From Creation to Delivery...................................11-32
xii
About this course

The Warehousing course is designed to provide you with the skills and
knowledge necessary to execute the functionalities within the Warehouse
Management package.
This section contains information that will help you use this course material
effectively both during training and as a performance tool after training.
This information includes:
Course Goal and Objectives
Who Should Attend this Course
Organization of Course Materials
Navigation
Course Agenda
Course Introduction
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Warehousing
Course Goal
The goal of this course is to enable you to perform Warehousing functions,
including set up of Master Data, Inventory Handling, Cross Docking, Inspections,
and Inventory Reporting/Analysis.
Course Objectives
After completing this course, you will be able to:
Create and maintain warehouse common data.
Create Warehouses with Locations and Zones.
Set Storage Conditions to control inventory storage.
Define a replenishment matrix.
Set up user profiles.
Describe the purpose and function of warehouse order types.
Create Warehousing procedures to control the movement of goods.
Create and process Warehouse orders (Receipt, Issue, and Easy Entry).
Process a warehouse order using Inbounding and Outbounding.
Define and process a warehouse assembly order.
View and manage inventory levels, ordering, and commitments through
planned inventory transactions.
Create and process Cycle Counting orders.
Create and remove inventory commitments.
Set cycle counting parameters.
Generate, print, and process cycle count orders.
Approve variances for registered inventories.
Define forecast methods.
Set inventory analysis parameters.
xiv
About this course
View ABC classification and Slow Moving analysis of inventory.

Perform inventory valuation and process the inventory variances.
Calculate demand forecasts and the economic order quantity (CAMP).
Assess inventory levels and transactions throughout the Inventory Reporting
module to track when items are received or issued.
Display or print reports regarding inventory information.
Set and maintain Blocking conditions for warehouse inventory.
Block inventory and lot controlled items within a warehouse.
Define Package Definitions to handle shipping and receiving goods.
Implement lot control for purchased and manufactured items.
Track lots by origin.
Set up serialized items.
Track low and high volume serials.
Define cross-docking master data.
Create cross-dock order and order lines.
Cancel cross-dock orders.
Define a manual cross-dock order.
Static cross-docking.
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Warehousing
Who Should Attend this Course

Audience
It is recommended that participants taking Warehousing for SSA ERPLN possess
a broad understanding of warehousing and materials handling from a software
and/or industry perspective.
This course is designed for:
Warehouse personnel
Materials managers
Planners
Sales personnel
Consultants
Prerequisites
This course requires you to have general knowledge of basic business logistics
and warehousing principles. This includes a strong familiarity with the navigation
techniques and commands used with SSA ERPLN.
Before taking Warehousing, you should have successfully completed these
courses:
SSA ERPLN Webtop Navigation
SSA ERPLN Common Data
xvi
About this course
Organization of Course Materials

This course is organized into lessons. Each lesson focuses on a major concept
relating to Warehousing functions and tasks.
Lesson Objectives
The objectives at the beginning of every lesson enable you to see the functions
and concepts you will master by the end of the lesson.
Lesson Materials
Each lesson sequentially presents concepts and guides you through step-by-step
procedures. You may see items such as figures, screens, bulleted text, notes,
business examples, and/or definitions intended to help you follow along with the
procedures and focus on important ideas.
Lesson Reviews
After each lesson, conceptual and knowledge based questions are provided to
assess and reinforce your understanding of the lesson topics and corresponding
concepts presented.
Lesson Exercises
Lesson exercises are included to give you hands-on practice with the important
skills you will learn in the lessons.
Answer Key
An answer key is provided at the end of each lesson to assist you with the review
questions.
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Warehousing
Flows
Flows provide a sequential listing of key sessions or activities required to execute
the functionality within the software. Each box within the flow states an activity
you will perform. This activity statement is written at the top half of the box. In
some cases, however, activities or tasks may be optional, which may be
represented by additional lines drawn from one box to another. Flows containing
session names and codes tell you where in the software the activity is to be
completed. Alternatively, you may also see Flows that only contain activity
statements.
The Flow: Sample Flow

Start
Make sequence of putting goods
away more efficient
Generate Storage List
(whinh3415m000)
View and put away generated
storage list
Storage List
(whinh3525m100)
Move the received goods from the
receipt location to the inspection
location
Generate Inbound Advice
(whinh3201m000)
Put away the inbound advice
Put Away Inbound Advice
(whinh3203m000)
End
xviii
About this course
Icons Used Within this Course

These icons may be used within the lesson materials:
NOTE: A Note icon alerts you to additional and helpful information or hints
regarding the topic.
WARNING: A Warning icon calls attention to information or procedures that must

be followed explicitly.
EXERCISE: An Exercise icon designates when you will complete an exercise to

practice the task.
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Warehousing
Navigation
SSAERPLN Webtop uses a Graphical User Interface (GUI) to operate on the
Windows operating system. Sessions contain icons and menus, which allow you
to navigate and execute activities within the software. The sample Toolbar
displays the icons and menu options you will commonly encounter within the
sessions. You may see different icons and menu options depending upon the
session you are in.
Sample Toolbar
Icon
xx
Icon Name
Description
Save and Close
Saves the current record and input data and closes the
session.
Save
Saves the current record and input data.
Print
Prints a report of the session data. You will be

prompted to select a report type for printing or enter the
data range for printing.
New (Insert)
Creates a new record for inserting data within the

session.
Duplicate
Copies the data from a selected record to a new

record. You can then modify the new record to create a
unique entry. This enables faster data entry for similar
records.
Delete
Deletes the selected record.
Revert to Saved
Cancels any changes made to a record since it was

last opened or saved. To redisplay the changes press
CTRL + E.
Find (Binoculars)
Searches and filters for a specific record. You can use

multiple search arguments to find an individual record.
Text
Creates or displays Text linked to the selected record.
Show the
Attachments
Creates or enables viewing of documents attached to

the selected record. This option is only applicable when
the Object Data Management module is implemented.
About this course
Icon
Icon Name
Refresh
Description
If you are running more than one session, and you
have made changes in one session that affects
information displayed in another session, the Refresh
icon will display the affected and updated information
for all related sessions.
You must always save your changes before you can
use Refresh to make the changes visible in another
open session.
First Record(s)
Displays the first record in the current Group.
Previous Record(s)
Displays the prior sequential record within the current

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

Group.
Last Record(s)
Displays the last record in the current Group.
New Group
Creates a new Group entry enabling you to input data

for a new Group.
First Group
Displays the first Group record.
Previous Group
Displays the previous sequential Group record.
Next Group
Displays the next sequential Group record.
Last Group
Displays the last Group record.
Menu Paths
You may see several menu paths in the lessons and exercises. These paths
illustrate where you must navigate to within the software to find the appropriate
session.
In the lesson exercises, menu paths direct you to the appropriate sessions in the
software. Within each exercise, you will normally open the session listed in the
menu path and view or insert a new record. Sub-sessions may also be required
during exercises and (in most instances) can be accessed from the main session
listed in the menu path.
Sample Menu Path

\\ Warehouse Management \ Warehouse Master Data \ Warehouses \
Warehouses (whwmd2500m000)
Sub-session: Warehouses (whwmd2100s000)
xxi
Warehousing
Course Agenda
The key topics covered within this course include:
Warehouse Master Data
Inventory Planning
Warehouse Orders
Cross-Docking
Handling Units
Receipts/Inspections
Inbound
Outbound Inspections
Shipments
Cycle Counting/Adjustment Orders
Blocking
Inventory Reporting
Inventory Analysis
History
Warehouse Management Parameters
Duration
Classroom (ILT)
4 Days
xxii
Course Introduction
xxiii
Warehousing
The Warehousing Package

Coordination of an organizations warehouse network is one of todays most
important business needs and requires an understanding of the relationship
between organizational units such as warehouses, production facilities, sales
offices, and purchase offices. The scope of a warehousing package is much
more than the storage and demand of inventory items.
Figure 1: Warehouse Package Relationships

The components of the Warehousing package are designed to meet a wide
range of warehousing requirements, such as mapping internal goods flows within
warehouses and monitoring all warehouse inventory transactions. These
components are centralized for areas that include:
Production
Sales
Purchase
Projects
Service
The Warehousing components provide companies with the tools to inform
customers about where (your companys or your customers) goods are located,
xxiv
Course Introduction
the quantity on hand, current storage conditions, and projected delivery

schedules. The Warehousing package includes such functionality as:
Rules-based inventory replenishment
Picking optimization
The use of advance shipping notices
Multi-level packaging
Consigned goods management
These capabilities also allow for easy integration with financial tools to provide
greater enterprise-wide insight into costs and other important decision factors.
Decoupling of Warehousing
Decoupling of the Warehousing package means that you can use this package
with either a stand-alone or integrated approach. Decoupling a warehouse
enhances warehouse activity and inventory tracking. When you choose the
integrated option, you can use several packages with Warehousing. The
Enterprise Planning package handles the replenishment of warehouses within
the distribution network, the Service package informs the warehouse to replenish
the service warehouses and Production Planning releases requirements to the
warehouse to provide material issues and receipts to the shop floor.
These sources of demand generate Warehouse Orders of various origins.
Generation of Inbound and Outbound Control is a function of the Warehousing
package as a result of decoupling. You can generate warehouse orders from
several sources, including the Sales module (for outbounding) and the Purchase
module (for inbounding), both of which are in the Order Management package.
You can also manually create warehouse orders in the Warehousing package.
You can track warehouse orders back to the original source that can be used for
planning.

Warehousing Master Data is used extensively throughout the Warehousing
Package. The Warehousing Master Data module is the central repository for
such information as warehouse types, warehouse zones and locations, and
storage capacity. Specific inventory and packaging data are also defined within
this module.
xxv
Warehousing
Warehouse Orders & Procedures

Inventory transactions are processed using warehouse orders. Warehouse
orders can be manually created or originate from orders in other modules.
Warehouse orders can require different handling procedures, depending on the
order origin. Warehousing allows you to define company-specific warehouse
order procedures, which can then be used to process inventory transactions.
Figure 2: Goods Flow Through a Warehouse
Order Processing
Every inventory transaction in Warehouse Management is initiated and controlled
by a warehouse order. From a simple transfer to a complicated receipt, one or
more warehousing orders control the movement of inventory and account for it.
The warehousing order type of a warehousing order determines the default
procedure to handle inventory transactions, but for individual warehousing orders
or warehousing order lines you can adjust the default procedure.
When a Warehouse Order with a transaction type of Receipt is generated by the
software or created manually a receiving process begins. The receiving process
is also known as Inbounding. When a Warehouse Order with a transaction type
of issue is generated by the software or created manually the issuing of goods
process begins which is also called Outbounding.
Assembly Orders
Services such as assembly and packaging are supported by means of
warehousing assembly orders. These orders are used to collect goods to
assemble into one item. Warehousing assembly orders are manually created.
These types of orders transform goods in the warehouse and can be performed
xxvi
Course Introduction
at any location in the warehouse as long as the location is marked as assembly

permitted.
Inventory Planning
Warehousing enables you to manage inventory for items. Inventory Planning
enables you to effectively manage inventory levels, ordering, and commitments
to meet your customer service needs.
One method of managing inventory is to provide Inventory Commitments for
items to ensure your customer deliveries are met, ensuring high levels of
customer satisfaction. Inventory Commitments allow dedicating inventory to
specific orders to ensure item availability for delivery.
Inventory Planning also entails Planned Inventory Transactions. Planned
Inventory Transactions allow other modules to pass expected goods movements
to the warehouse module. This can be an effective tool in managing staffing and
inventory levels by enabling you to see the expected inbound and outbound of
goods.
Cycle Counting and Adjustment Orders

To facilitate the accuracy of inventory, the Warehousing Management package
offers cycle counting and inventory adjustment functions.
Cycle Counts are intended to check the registered inventory with the actual
inventory at a designated moment in time. The Cycle Counting module enables
companies to perform physical inventory checks based on an item stock point.
These counts can be performed on a periodic basis or manually forced for
individual items as the need arises.
Occasionally, you may need to make adjustments to the registered inventory due
to discrepancies, such as the loss of goods or miscounts. Adjustment Orders are
used to manually change the registered inventory at the stock point.
Inventory Analysis
In a dynamic logistics environment, keeping a clear overview of the essential
logistics data can be difficult. The Inventory Analysis (INA) module in
xxvii
Warehousing
Warehousing is designed and developed to assist in obtaining this analytical

information. The INA module contains three distinct sections:
1. Inventory Valuation
2. Forecasting
3. Order Advice
Inventory Reporting
Inventory Reporting contains information to assist in assessing Inventory levels
through the Inventory Reporting module and Inventory Transactions to track
when items are received or issued. The Inventory Reporting module enables
users to ascertain current inventory levels and track the goods flow in and out of
the warehouse. Reporting capabilities exist to display or print reports regarding
inventory information.
Blocking
The term blocking refers to the system function used to disable inventory
transactions within a warehouse, a group of locations, or a specific location. A
block prevents any further processing of the transaction or item to which the
block applies. Blocks may be applied for any number of reasons. Blocks may be
applied because a warehouse is undergoing reconstruction, or because a rack
has been damaged by a forklift truck. A hazardous material spill may cause
inventory within a warehouse zone to be blocked. When a block occurs, the
system allows you to designate a reason for the blocking.
Package Definitions and Handling Units

A particular item can realistically be purchased, stored and sold in various units,
for example an individual piece, or a box of 10 pieces, or a pallet that contains 24
boxes of 10 pieces each. The definition and tracking of the various packaging
configurations is handled with the concepts of Package Definitions and Handling
Units.
xxviii
Course Introduction
Definitions
Package Definition: Can exist and be used on its own or it can be the
starting point for the use of handling units. Depending upon the type of
package definition that is defined, handling units may or may not be required.
The type of package definition that is used also defines the process in which
the details of the packaging structure are defined.
Handling Unit: A uniquely identifiable physical unit that consists of packaging
and contents. A handling unit has a structure of packing materials and items.
A handling-unit structure can vary from a simple box that contains a particular
number of items, to a more complex structure such as a pallet with a number
of boxes, which in turn contain smaller boxes that contain a number of items.
A handling unit structure can consist of various handling units related in a
parent-child fashion. You can manually create a handling unit structure for a
given number of items, or you can define a package definition in which you
set up a template that determines the handling unit structure for particular
types of items.
Lot Control and Serialized Items

Cross-docking is the process by which inbound goods are immediately taken
from the receipt location to a staging location for issue, without intermediate
storage. For example, cross docking may be used to fulfill an existing sales order
for which no inventory is available.
A serialized item is a physical occurrence of a standard item that is given a
unique lifetime serial number. This enables you to track the individual item
throughout its lifetime, for example, through the design, production, testing,
distribution, and maintenance phases. A serialized item can consist of other
serialized components.
Cross-Docking
Cross-docking is the process by which inbound goods are immediately taken
from the receipt location to a staging location for issue, without intermediate
storage. For example, cross docking may be used to fulfill an existing sales order
for which no inventory is available. The application distinguishes two types of
cross-docking:
Static
Static cross-docking is initiated in the Order Management package by generating
a purchase order from a sales order. In the Sales (SLS) module, a cross-dock
xxix
Warehousing
order is created, and, by means of purchase order advice, a purchase order is

linked to the sales order. This cross-docking functionality is called static,
because it is not possible to change anything to the cross-docking process within
the Warehousing Module.
Dynamic
Dynamic cross-docking does not require a pre-established link between a
purchase order and a sales order. Instead, it enables users to create cross-dock
orders and cross-dock order lines at an ad hoc basis. Changes to the cross-dock
order and cross-dock order lines, including cancellation, can be done at various
points in the cross-docking process. The application can also automatically
create cross-dock order and/or cross-dock order lines.
xxx
1
Warehousing Master Data is used extensively throughout the Warehousing
Package. The Warehousing Master Data module is the central repository for
such information as warehouse types, warehouse zones and locations, and
storage capacity. Specific inventory and packaging data are also defined within
this module.
Warehouse Master Data Business Objects

A business object is a set of sessions that are technically and/or functionally
related. Warehouse Master Data contains these business objects:
Items
Warehousing
Warehouse Order Procedures
Miscellaneous
Error Recovery
Items
The items business object is used to view and maintain information specific to
items in relation to warehousing. Warehousing defaults, Item Inventory data (the
use of locations), Item Valuation group codes, Items and their packaging, and
location data (fixed locations, matrix of locations) are defined here.
Warehousing
The Warehousing business object is used to maintain and define information
about warehouses for a logistic company. Locations and zones can be
1-1
Warehousing
maintained and defined here as well as a search sequence to view inventory in

other logistic companies.
Warehouse Order Procedures

To handle warehouse orders and handling units the Warehouse Order Procedure
business object is used. Before receiving or delivering goods warehouse orders
procedures and types must be defined.
Miscellaneous
The miscellaneous business object contains master data sessions to define
inventory valuation methods, forecasts methods, assembly kits, user profiles etc.
Error Recovery
The Error Recovery business object has sessions used to recover data in the
case of a catastrophe. These sessions will rebuild your data for planned
inventory transactions and inventory at the stock point level.
Lesson Objectives
After completing this lesson, you will be able to:
Define zones and locations for your warehouse.
Create locations using the copy function.
Create dock locations.
Define inventory storage capacities.
Define fixed locations.
Define storage conditions.
Link storage conditions to warehouses, locations, items, and item groups.
Set up user profiles.
1-2
1 Warehouse Master Data
Define Warehousing Prerequisites

Prior to creating Warehousing master data, General Item data and Common
Data must be defined. The information defined in these modules will be used
when creating Warehousing Master Data. Some of the data requiring prior setup
before defining Warehouse Master Data includes:
Item base data and item ordering data found in General Item Data.
In the COM module, warehouse(s) must be created. While much of the
common data is not required before working with master data, basic data
including business partner, financial tables, and logistical tables need to be
defined.
Additionally, parameters in the Master Data Parameters (whwmd0100s000)
session will require defining an order for Warehousing to function correctly.
These parameters include information regarding:
Inbound activity
Outbound activity
Storage conditions
1-3
Warehousing
Define Warehousing Parameters

In the Master Data Parameters (whwmd0100s000) session, warehouse
parameters that control how locations are used for both inbound and outbound
advice in the Inventory Handling module are defined. These parameters will
determine the inbound and outbound material handling parameters at the
company level, affecting all warehouses in the organization.
The Flow: Warehousing Parameters

Start
Define warehouse parameters
Master Data Parameters
(whwmd0100s000)
Define warehouse item defaults
Item - Warehousing Defaults
(whwmd4101s000)
Define information about a specific
item in a specific warehouse
Warehouse - Item
(whwmd2110s000)
End
1-4

The Warehouse Master Data Parameters (whwmd0500m000) session is used to
view or change the parameters for the Warehousing Master Data. This session
contains:
A history list of parameter sets and their effective dates.
The current parameter set, at the top of the list (without an effective date).
If you make any required changes and save the new parameter, the system will
perform these actions:
Adds the new set to the history list.
Updates the current set (at the top of the list).
\\ Warehouse Management \ Warehouse Management Parameters \ Master
Data Parameters (whwmd0500m000)
Sub-session: Master Data Parameters (whwmd0100s000)
In / Outbound
Master Data Parameters (In/Outbound tab)
1-5
Warehousing
Field
Description
Inbound Group Box

Use Only Unoccupied
Locations when Generating
Inbound Advice
Selecting this checkbox indicates that the system will only

recommend inbound advice for locations that do not
currently have inventory on hand. This is true even for
locations where the item contained is the same as the item
being inbounded.
Use Free (Unfixed)

Locations when Generating
Inbound Advice
If this checkbox is selected, the system first takes into

account fixed locations and then free locations when
generating inbound advice in the Generate Inbound Advice
(whinh3201m000) session.
If this checkbox is cleared, the system only takes into
account fixed locations when generating inbound advice in
the Generate Inbound Advice (whinh3201m000) session.
Revision of Order Binding

when Entering Receipts
The Revision of Order Binding when Entering Receipts

check box applies when you enter receipts.
If this check box is selected, the system only generates
inbound advice for revisions of engineering items on the
order.
Outbound Group Box

Revision of Order Bind when
Generating Outbound
Advice
The Revision of Order Bind when Generating Outbound

Advice check box applies when you generate outbound
advice.
If this check box is selected, the system only generates
outbound advice for lots that include the revisions of
engineering items that are the same as the revisions as
recorded on the outbound order line. So, the revision on
the outbound-order line is binding for the revision of the
outbound advice.
Revision of Order Binding

when manually Entering
Outbound Advice
The Revision of Order Binding when manually Entering

Outbound Advice check box applies when you manually
enter an outbound advice.
If this check box is selected, you can only manually create
outbound advice for lots that include the revisions of
engineering items that are the same as the revisions as
recorded on the outbound-order line. So, the revision on
the outbound-order line is binding for the revision of
outbound advice.
Order Group Box

Engineering Revisions on
Orders Active
1-6
Defines whether revisions will be tracked in the

Warehousing package.
Storage Conditions
The Storage Conditions tab sets the parameters for testing storage conditions.
The system can perform a check on items, item groups, locations, and
warehouse. The storage conditions are tested during inbound movement and
during transhipment (warehouse transactions).
The test is performed to see whether the storage conditions within the
warehouse or location meet the required conditions for the item (group).
Master Data Parameters (Storage Conditions tab)

The Storage Conditions tab contains parameters determining how the system
handles storage conditions and also the default units of measure for
warehousing.
Field
Description
Location Weight
The unit of measure in which weight is expressed. This unit is

used throughout Warehousing to handle the location capacity in
terms of weight and the item weight (i.e., maximum weight and
available weight).
Location Length
This unit is used to handle the location capacity in terms of

width, depth, and height to define the item dimensions.
The physical quantity of the unit of measure entered in the
Length Unit. The field value should be of type Length.
1-7
Warehousing
Field
Test Storage
Conditions (Group
Box)
Description
Allows you to check for storage conditions. The check is
performed when these actions occur:
Storing Item in a warehouse
After an Inbound movement
After Transhipment
Item
Determines if the system will check for storage conditions at the

item level during inbounding or processing of warehouse
transactions into a warehouse.
Item Group

item group level during inbounding or processing of warehouse
Location

location level during inbounding or processing of warehouse
Warehouse

warehouse level during inbounding or processing of warehouse
Once you have created an item, location, or package definition, and this
field has been completed, you cannot change it.
Set Master Data Parameters

Data Parameters (whwmd0500m000)
Sub-session: Master Data Parameters (whwmd0100s000)
To set master data parameters:
1. Highlight the Actual Set radio button.
2. Click the Go to Details
icon.
3. Make any necessary changes.

4. Save and Close the session.
1-8
1-9
Warehousing
Item Warehousing Data

When you insert a new warehousing item, the default values for some fields are
derived from the data registered in the Item - Warehousing Defaults
(whwmd4101s000) session. These defaults are set up for a combination of item
type and item group.
\\ Warehouse Management \ Warehouse Master Data \ Items \ Item
Warehousing Defaults (whwmd4501m000)
Sub-session: Item Warehousing Defaults (whwmd4101s000)
Item Warehousing Defaults

Field
Location Controlled
1-10
Description
The Location Controlled field indicates whether this item uses
locations. This setting overrides data defined for a warehouse. When
an item is not location-controlled, it is sorted at the warehouse level,
even if the warehouse has locations.
Field
Floor Stock
Description
If this check box is selected, the item originates from floor inventory.
Items can be stored as floor inventory if:
The associated inventory carrying costs are low.
They are present on the shop floor.
Issues may not be entered manually.
Frequency for
Storage Inspection
Frequency for Storage Inspection is used to determine how many

times an item must be cycle-counted.
Period for Shelf Life
The unit of time in which the items shelf life is expressed.
Outbound Method
The Outbound Priority determines the order in which goods will be

selected when fulfilling warehouse order. Options include:
FIFO: First In, First Out. The inventory with the oldest date will be
issued first.
LIFO: Last In, First Out. The inventory with the most recent date
will be issued first.
By Location: The inventory in the location with the highest
outbound priority will be issued first.
Define the Item Warehousing Data

\\ Warehouse Management \ Warehouse Master Data \ Items \ Item
Warehousing Defaults (whwmd4501m000)
Sub-session: Item Warehousing Defaults (whwmd4101s000)
To define the item warehousing data:
1. Click the New
icon.
2. Select an Item Type and Item Group.

3. Enter any appropriate information.
1-11
Warehousing
Item Warehousing Defaults
Item Data By Warehouse

The Item Data by Warehouse (whwmd2110s000) session enables you to define
information about a specific item in a specific warehouse. This definition is useful
in cases where one warehouse requires special handling of or different inventory
levels for the item.
1-12
\\ Warehouse Management \ Warehouse Master Data \ Warehouse Item

(whwmd2510m000)
Sub-session: Warehouse Item (whwmd2110s000)
General
Warehouse - Item (General tab)

Field
Use Item Ordering
Data
Description
If this check box is selected, the values entered in the Item
Ordering (tcibd2100s000) session are taken into account.
1-13
Warehousing
Replenishment
Warehouse Item (Replenishment tab)

Field
Order
Method
Description
Defines the rules for the quantity to order when it is time to replenish.
Options include:
Lot-for-Lot: Orders exactly the amount that has been used.
Economic Order Quantity: Orders the system-calculated EOQ.
Fixed Order Quantity: Orders a specified fixed order quantity. For
example, you may order 100 of an item at a time. 100 is the fixed
quantity.
Replenishment to Max: Order a quantity that will replenish the
stock back up to the maximum inventory quantity.
1-14
Valuation
Warehouse Item (Valuation tab)

Field
Inventory Valuation
Method
Description
Controls the method used for determining an inventory's
value. The Valuation Method field is filled automatically.
Define Item Data By Warehouse

\\ Warehouse Management \ Warehouse Master Data \ Warehouse Item
(whwmd2510m000)
Sub-session: Warehouse Item (whwmd2110s000)
To define item data by warehouse:
1. Click the New
icon.
2. Use Warehouse 001 and XXITEM (Replace XX with your initials).
1-15
Warehousing
3. Enter any additional values.

Warehouse - Item
1-16
Warehouses
When you make the decision to establish a warehouse, you must also decide
how that warehouse operation will be set up. Will your warehouse contain zones
and locations? Is it your intent to have many locations within the warehouse or
just a few? Do you wish to have bulk and pick locations within your warehouse?
How many receiving and staging areas will be set up in the warehouse? Are fixed
locations better suited to your warehousing needs than multi-item locations?
The Flow: Create a Warehouse
Start
Create a warehouse
Warehouses
(tcmcs0103s000)
Define warehouse details
Warehouses
(whwmd2100s000)
Define warehouse zones
Warehouse - Zones
(whwmd3110s000)
Define warehouse locations
Warehouse - Locations
(whwmd3100s000)
Define storage capacity
Warehouse - Location - Capacity
(whwmd3101s000)
Generate range of warehouse
locations
Copy Ranges of Locations
(whwmd3200m000)
Establish Item Replenishment
Matrix
Replenishment Location Matrix
(whwmd3504m000)
End
1-17
Warehousing
Warehouses in Common Data

You define a warehouse in the Warehouses (tcmcs0103s000) session and link it
to an Enterprise Unit (Financial Company). The warehouse type defines what the
warehouse will be used for and what transactions the warehouse is responsible
for.
A warehouse designated as a Consignment Inventory Warehouse consists of
goods owned by another Business Partner, but stored on site, either at your
facility or at your Business Partner's facility. A not-owned consignment
warehouse designates inventory stored at your facility but owned by a Business
Partner. Materials are available for consumption, but are not purchased until
used. An owned consignment warehouse contains goods at a customer Business
Partners site, that are not purchased until used at the customer site.
\\ Common \ Tables \ Logistic Tables \ Warehouses (tcmcs0503m000)
Sub-session: Warehouses (tcmcs0103s000)
Warehouses
Field
Enterprise Unit
1-18
Description
A warehouse is linked to a EU, which is tied to a financial company.
Field
Warehouse Type
Description
Designates the purpose of the warehouse and the functionality for
transactions and planning based on the type. Valid warehouse
types consist of:
Normal: An area used for storing goods. This is the default
warehouse type.
Shop Floor: A warehouse that stores intermediate inventory in
order to supply work centers. A shop floor warehouse is linked
to one or more work centers and can be supplied with goods by
means of replenishment orders, or by pull-based material
supply.
Project: A destination warehouse assigned to single or several
projects. It can only be used to store goods assigned to the
project(s). By defining a project warehouse and linking it to a
project, activity, or element, you can effectively manage your
inventory.
Service: A specific warehouse such as a service car or service
kit, where goods are stored for maintenance purposes. The
inventory present in this warehouse cannot be used for other
purposes.
Service Customer Owned: A type of warehouse that you use
exclusively to store items that are owned by the customers and
that have been sent to the depot to be repaired or serviced.
Receipt and issue of items does not affect the value of the
warehouse inventory because the items are owned by the
customers. Therefore, receipt and issue of items does not result
in financial transactions.
Service Reject: A type of warehouse that you use to store
items, which after inspection are rejected.
Consignment (not owned): A warehouse that can only be
used for consigned inventories, and is owned by the supplier
(Ship-from Business Partner). A single or multiple Business
Partners can use this warehouse. Consignment usage is
tracked and used for invoicing.
Consignment (owned): A warehouse that is used for the
administration of inventory owned by your company but stored
at the customer's site (Ship-to Business Partner). This inventory
is assigned to that specific Business Partner and cannot be
used by other Business Partners.
1-19
Warehousing
Create Warehouse
\\ Common \ Tables \ Logistic Tables \ Warehouses (tcmcs0503m000)
Sub-session: Warehouses (tcmcs0103s000)
To create a warehouse:
1. Click the New icon.
2. Enter a warehouse name in the Warehouse field.
3. Enter a description in the Description field.
4. Select an Address Code, Enterprise Unit, and Warehouse Type.
Warehouses
1-20
Warehouses in the Warehousing Module

When you enter a Warehouse in the Common package, warehouse information
is automatically copied to Warehousing. You can maintain additional data such
as locations and calendar in the Warehouses (whwmd2500m000) session.
Warehouses (whwmd2500m000)
Sub-session: Warehouses (whwmd2100s000)
Warehouse
Field
Description
Locations
Specifies if locations (where goods are stored) are used within a

warehouse. Using locations means that any movement of goods
from location to location within or between warehouses will be
tracked in the system. Receiving and staging locations must be
defined.
Calendar Code
Defines warehouse workdays and hours of operation.
Receiving and
Staging Location
Designates the default location for this warehouse where all goods
will be received and staged. If you decide to use location control,
you must define default locations for receiving and staging.
1-21
Warehousing
Zones and Locations

The Zones & Location business object allows you to create the locations and
zones used within warehouses. Additionally dock locations (alternative receiving
and shipping locations) and fixed locations (locations reserved for specific items)
can be created within a warehouse.
Other capabilities of this business object include:
Development of replenishment locations.
Recalculation of location occupation.
Definition of new outbound systems based on the outbound priorities LIFO,
FIFO, and By Location.
Create Zones
A zone is an area in the warehouse that may or may not contain locations. A
zone may be established in an area of the warehouse where common
characteristics exist. Employees can be assigned to zones indicating where the
employee is working.
If your warehouse contains locations, you may assign one or multiple locations to
a zone. Locations can be grouped by zone to allow better organization of
warehouses.
1-22

Warehouse - Zones (whwmd3510m000)
Sub-session: Warehouse Zones (whwmd3110s000)
Warehouse - Zones
Field
Description
Warehouse
Where the zone is created.
Zone
Identifies an inventory zone within a warehouse. A zone is any

part of the warehouse where you can store goods. A zone can
contain many warehouse locations.
Blocked for
Inbound
Blocks all transactions related to inbound activity in this

warehouse zone.
Blocked for
Outbound
Blocks all transactions related to outbound activity in this

warehouse zone.
Blocked for
Transfer
(Receipt)
Blocks all transactions related to receipt activity in this warehouse

zone.
Blocked for
Transfer (Issue)
Blocks all transactions related to issue activity in this warehouse

zone.
Blocked for All

Transactions
Blocks all transactions related to all activity in this warehouse

zone.
1-23
Warehousing
To create a warehouse zone:

1. Click the New Group icon.
2. Use the Browse icon to select the XX01 Finished Goods for the
Warehouse field.
4. Within the Zone field, enter INS for Inspection.
Warehouse - Zones
Create Locations
The system allows the flexibility to determine if Location Control will be used by
warehouse. A Warehouse can be location-controlled while another may not be
location-controlled. If they are location-controlled, transactions can be carried out
1-24
or viewed at the location level (for example, blocking, which disables inventory
transactions).
You will define each location as one of these possible location types:
Pick: A Pick location is defined when the location is to be used during the
picking process for filling warehouse orders. During the picking process, the
system will advise pulling inventory from these picking locations. The pick
location will generally contain the items in the basic unit quantity, such as
piece, but may contain cartons, or pallets. A Pick location can be dedicated to
specific items.
Bulk: Bulk locations are used for locations of a warehouse where goods are
stored in large quantities such as pallets. Full pallets are picked from these
locations and used to fill a Pick location where the item is picked by the
individual piece off the single pallet. Bulk Locations can be set up to replenish
pick locations as the inventory is depleted from the Pick location. Bulk
locations may contain single items or multiple items per location.
Receiving: Receiving locations are areas near a receiving dock where incoming
goods are received and checked before being stored within the warehouse.
When using Location control, the receiving location is the first stop for goods
when entering the warehouse. With the help of inbound advice, the items from
this location are assigned to inventory locations.
Inspection: Inspection locations are special locations used by Quality Control
to monitor and check the integrity and quality of inbound and outbound
goods. Inspection locations hold the goods until they are inspected and
approved. There can be several inspection locations per warehouse.
Staging: Staging locations are the last locations before a shipment leaves a
warehouse. Once the goods have been picked they are placed at the staging
location before being loaded onto the truck. Once the goods are in the
staging area, additional operations can be performed such as printing the Bill
of Lading, Packing Slip, Packing List, and Labels.
To create a location, use the Locations (whwmd3100s000) session to define
location-specific data, such as:
Location name and type
Zone data
Remarks
Permitted transaction types and blockings
Inbound and outbound priorities
1-25
Warehousing
Storing and picking sequences

Each physical location within a warehouse can be assigned a unique (threedimensional) location code consisting of a Row, Level, and Bin designation. The
location code can consist of up to ten alphanumeric positions. Special characters
(*, #, @) can also be used.
Row - up to 2 characters.
Level - up to 4 characters.
Bin - up to 4 characters.
Locations can be created manually or through a copy session.
In a warehouse with locations, receiving and staging locations are mandatory.
The receiving location is the default location where goods are placed for the
receiving process. The staging location is the default location goods are placed
into once picked and ready to ship.
1-26

Warehouse - Locations (whwmd3500m000)
Sub-session: Locations (whwmd3100s000)
Locations
Warehouse - Location (Locations tab)

Field
Description
Warehouse
Where the location is created.
Location
A specific area in a warehouse where goods are stored. A

warehouse can be divided into locations in order to manage the
available space and locate stored goods. Storage conditions and
blocks can be applied to individual locations.
Location Type
Location types include Receiving, Inspection, Pick, Bulk, and

Staging.
Row/Level/ Bin
Three-dimensional code that identifies the designated location.
Infinite Capacity
Specifies whether or not capacity is unlimited for this location.
Location
Occupied
Specifies whether or not the location is currently occupied.
Fixed Location
Specifies whether the location has been designated as a fixed

location for one or more items.
1-27
Warehousing
Transactions
The Transactions tab is used to define which transactions are permitted for this
location and to indicate blocking by transaction. If a location is blocked for a
specified transaction, the system will not allow the inventory to be used for the
blocked transaction.
Warehouse - Location (Transactions tab)

Field
Description
Assembly
Specifies the location as an assembly location and can be used in

conjunction with assembly orders. The location type must be Bulk or Pick
for this field to be available.
Sequences
The Sequences tab is used to set inbound and outbound priorities for this
location. It is also used to set the storing and picking sequence for this location.
1-28
Warehouse - Location (Sequences tab)

Field
Inbound Priority
Description
Identifies the inbound priority number for the location. When
generating inbound advice the system uses the priority to
determine search criteria for advising goods movement.
When generating inbound advice, the system first checks if any
fixed locations are defined for the item. If so, the system then
checks for an inbound priority recorded in the Location Data by
Item (whwmd3102s000) session. With equal priorities, the
alphabetical order of the location code is the decisive factor.
If locations are available which are not fixed, they are handled in
sequence of inbound priority. This priority can be recorded by
location or location by item. The lowest number has the highest
priority.
When multiple non-fixed locations exist for an item, the system will
advise by sequence of location code (when priorities are equal).
The lower the code, the higher the priority.
Outbound
Priority
Generating outbound advice, the system advises the locations in

sequence of outbound priority. If the location priorities are equal,
the location code is the decisive factor and is advised based upon
alphabetical order.
1-29
Warehousing
Field
Description
Sequence on
Picking List
After outbound advice has been generated, the system prints the
picking lists for outbound items. The items are retrieved from the
inventory locations on the basis of the picking list. A sequence
number can be assigned to each location designating the picking
order. You can print Picking lists by sequence number in the Print
Outbound Data (whinh4460m000) session. If no sequence number
has been entered in this field, lists are printed in alphabetical
sequence of warehouse/location.
Sequence on
Storage List
For Sequence on Storage List, after inbound advice has been

generated, the system prints storage lists for inbound items. The
items are put away in the inventory locations on the basis of the
storage list. You can assign a sequence number to each location.
You can print Storage lists by sequence number in the Print
Receipt History (whinh3460m000) session. If no sequence number
has been entered in this field, lists are printed in alphabetical
sequence of warehouse/location. The sort sequence on the storage
lists is entered in the print session.
To create a warehouse location:

2. Use the Browse icon to select Warehouse XX01 Finished Goods.
4. Enter the information using these values:
Field
1-30
Input Value
Location
INS1
Description
INS1 Inspection
Location Type
Inspection
Zone
INS
5. Save and Close the Session.
Warehouse Location
Define Storage Capacity

Within a warehouse, locations may require that weight or volume restrictions be
tracked. For example, warehousing racks may have a 2,000 lb. load limit, or a
location may only have 1,500 sq. ft. of space capacity. the system will monitor
current and expected weight and volume data for each location to ensure that the
maximum capacity is not exceeded.
Use the Location Capacity (whwmd3101s000) session to define, view, or change
the location-capacity data. This session is used to set the finite capacity data for
a location. After defining the capacity data, the Infinite Capacity field in the
Locations (whwmd3100s000) session is unchecked indicating a finite capacity
now exists. the system can monitor a location for weight, capacity, and
dimension.
1-31
Warehousing
Business Example
A manufacturer of cast-metal engine parts has just installed a system of racks in
their warehouse. Each part weighs approximately 500 lbs. The rack
specifications indicate a weight capacity of 2,000 lbs. per location or rack. While
the size of each part would allow 10 pieces to be stored in each section, the
weight of each part limits the storage capacity at 3 pieces per section. Any
quantity over the 3-piece capacity would become a safety issue.
Figure 1 - 1: Define Storage Capacity

To define capacity data, the item's dimensions and weight must be recorded in
these sessions:
Items - General (tcibd0101s000)
Item - Warehousing (whwmd4100s000)
Item - Package Definition Packaging Level (whwmd4140s000)
1-32

Warehouse - Locations (whwmd3500m000)
Sub-session: Location Capacity (whwmd3101s000)
Capacity
Warehouse Location Capacity

Field
Capacity (Group
box)
Description
Capacity data is calculated for this location. The system will
calculate the data as:
Available capacity
Expected increase in capacity
Expected decrease in capacity
If this checkbox is cleared, the capacity calculation does not apply
to this location. You cannot enter a maximum capacity, and the
system will not calculate the capacity data.
1-33
Warehousing
Field
Weight (Group
box)
Description
Weight capacity data is calculated for this location. Enter the
maximum weight capacity in the Maximum field. The system will
calculate the data as:
Available Weight
Expected Increase in Weight Occupation
Expected Decrease in Weight Occupation
If this checkbox is cleared, the weight capacity calculation does not
apply to this location. You cannot enter a maximum weight, and the
system will not calculate the weight capacity data.
Dimensions
(Group box)
The width, depth, and height of the location expressed in the

location unit of length. The unit is defined in the Master Data
Parameters (whwmd0100s000) session.
Floor Space
(Group box)
Checks the floor space. Checking the Floor Space box enables the
fields Width and Depth for data entry.
If this checkbox is cleared, floor space capacity calculation does not
apply for this location. The system will not calculate the floor space
data.
To check the floor space, the system calculates the floor space
data as:
Available Floor Space
Expected Increase in Floor Space Occupation
Expected Decrease in Floor Space Occupation
Note: The total location floor space capacity can be so large that
the floor space capacity will never become critical. In such a case, it
is not necessary to maintain the floor space capacity.
Volume (Group
box)
The total volume capacity of a location expressed in the location

length unit of measure.
The value of this field is calculated by multiplying the values of the
Width, Depth, and Height fields.
1-34
Expected
Warehouse - Location - Capacity (Expected tab)

Use the Expected tab to view the expected increase and decrease in capacity,
weight, volume, and floor space.
Field
Expected Increase
Description
The portion of the location's weight, capacity, volume, and floor
space that will be used according to the inbound advice.
When producing inbound advice in the Generate Inbound Advice
(whinh3201m000) session, the system recommends at which
locations you can store incoming items. When inbound advice
assigns a location, the system updates this field.
Expected Decrease
The weight, capacity, volume, and floor space, which will become
available according to the outbound advice for sales and
production.
While generating outbound advice in the Process Outbound
(whinh4200m000) session, the system determines from which
locations you can retrieve the items to be issued to production and
sales.
1-35
Warehousing
Field
Warning When
Exceeding Capacity
at (%)
Description
The capacity occupation percentage at which a warning will be
presented. Above this upper limit, it is not practical to generate
inbound advice for the location.
Capacity Occupation = Total capacity - Available Capacity / Total
capacity x 100
Block when
Exceeding Capacity
No inbound advice is given for the location when the calculated

available capacity is negative.
If this checkbox is cleared, you can put more items in this location
than is possible according to the capacity data. So, an inbound
advice is given for the location even if the calculated capacity is
negative.
To define the storage location:

1. Use the Group icons to locate Warehouse XX01.
2. Select a record.
3. From the Specific menu, select the Capacity option.
4. Make any necessary changes.
1-36
Warehouse Location - Capacity
Recalculate Location Occupation

Use the Recalculate Location Occupation (whwmd3201m000) session to
recalculate the available capacity at a range of locations. Changes in the
conversion factor of a unit of measure may cause the capacity unit of measure to
change, requiring recalculation of location occupation.
Based on the inventory registered in each location, the system will calculate:
The available capacity
The expected increase or decrease of capacity utilization
1-37
Warehousing

Warehouse Locations (whwmd3500m000)
Sub-session: Recalculate Location Occupation (whwmd3201m000)
Recalculate Occupation of Location
Business Example
A location capacity was defined incorrectly. The weight capacity was 100 lbs but
should have been 1,000 lbs. Current inventory = 100 lbs = 100% capacity. After
modifying the capacity and recalculating the location occupation, 100 lbs = 10%
capacity.
Copy Ranges of Warehouse Locations

Use the Copy Ranges of Locations (whwmd3200m000) session to generate a
range of locations with the same characteristics. This can be used to save time
during the setup of the warehousing system.
Once you have created one location, you can use it to create many other
locations with the same characteristics.
When you define a range of locations, the system creates locations for all open
values within the specified range, up to the maximum number of new locations
allowed.
The copying creates a record for each new location using values from the From
Location (except for fixed location values). It is advised to manually create one
location of each type from which to copy. These can be used as templates to
create locations of the same type.
1-38

Warehouse Locations (whwmd3500m000)
Sub-session: Copy Ranges (whwmd3200m000)
Copy Ranges
Field
Description
Interactive Process
Copying the location data to new locations will occur with a

yes/no question before creating each new location.
Maximum Number of
New Locations
Indicates the maximum number of new locations to be

generated when the session is run.
The number of locations to be generated depends on the
selected range of positions, up to the maximum number
entered in this field.
1-39
Warehousing
The result of copy the ranges is view in the Warehouse Locations

(whwmd3500m000) session.
Warehouse - Locations
Replenishment Location Matrix

The Replenishment Location Matrix by Item session enables the replenishing of
pick locations from bulk locations. Pick locations typically contain a smaller
usable quantity of items than the bulk location, which typically contains large
quantities such as crates and pallets. The Replenishment Location Matrix by Item
establishes the replenishment structure for each pick location defining the bulk
locations that will fill the pick location. Each pick location must be defined as a
fixed location before the location can be entered as a Destination Location.
Replenishment can only occur in warehouses that use locations. Replenishments
cannot come from a bulk location in another warehouse.
Whenever stock on a fixed location drops below the minimum quantity, the
system will automatically generate warehouse orders to transfer stock from the
indicated bulk location to the pick location to be replenished. In order to
automatically generate item replenishments for the pick location up to maximum
quantity levels (the replenishment list), priorities are defined in the
Replenishment Location Matrix sequence. The replenishment priority uses the
lowest-priority value (except the value 0) as the highest-priority level. Identical
priority values are possible. The priority value 0 indicates that there is no
replenishment between a bulk location and a pick location. The minimum and
maximum product replenishment quantities are indicated for the picking location
designated as the destination location of the item.
1-40
In the figure, the P1 pick location is replenished, starting with the bulk location
B001 and then B003. B002 will be the last priority.
Figure 1 - 2: Replenishment
Use this session to define or change the replenishment-location matrix.
\\ Warehouse Management \ Warehouse Master Data \ Items \
Replenishment Location Matrix (whwmd3504m000)
Replenishment Location Matrix by Item

Field
Destination
Location
Description
The code of the pick location to be replenished.
1-41
Warehousing
Field
Description
Replenishment
Zone/Location
The code of the source location for the replenishment of the item in
the destination location. The replenishment location is a bulk
location.
Priority
The priority for the bulk location to replenish the pick location. The
lowest priority value (except the value 0) has the highest priority.
The priority value 0 indicates no replenishment between a bulk
location and a pick location.
Exercise: Create Warehouses

As the Materials Manager for your organization, you would like to create four new
warehouses for your organization. You will create a Warehouse for finished
goods and one for raw materials.
Warehouse 1
Warehouses (tcmcs0103s000)
Field
Input Value
Warehouse
XX01 (Replace XX with your initials)
Description
XX01 Finished Goods (Replace XX with your initials)
Address Code
ADD000001
Enterprise Unit
Warehouse Type
Normal
Warehouse 2
Field
1-42
Input Value
Warehouse
Description
XX02 Raw Materials (Replace XX with your initials)
Address Code
ADD000001
Enterprise Unit
Warehouse Type
Normal
Create a Generic Warehouse

Create a warehouse to be used in later exercises.
Field
Input Value
Warehouse
XXWAR (Replace XX with your initials)
Description
XXWAREHOUSE (Replace XX with your initials)
Address Code
ADD000001
Enterprise Unit
Warehouse Type
Normal
Warehouses
1-43
Warehousing
Exercise: Create a Warehouse Zone

Zones can be used to define inspection or receiving areas. Since Warehouse
XX01 already has a zone defined, then define a Zone for Warehouse XX02.
Warehouse 2
Warehouse Zones (whwmd3110s000)
Field
Input Value
Warehouse
XX02
Zone
REC Receiving
Warehouse Zones
1-44
Exercise: Create a Location

Now that you have created a zone for your warehouse, you want to further
organize; your inventory by breaking the Zones up into Locations. Since you
already created Locations for Warehouse XX01, you will only need to create
Locations for Warehouse XX02.
Warehouse 2
Locations (whwmd3100s000)
Field
Input Value
Warehouse
XX02 Raw Materials
Location
REC 1
Description
REC 1 Receiving
Location Type
Pick
Zone
REC
Locations (whwmd3100s000)
Field
Input Value
Warehouse
XX02 Raw Materials
Location
REC 2
Description
REC 2 Receiving
Location Type
Pick
Zone
REC
1-45
Warehousing
Warehouse Locations
Exercise: Define Storage Capacity

You recently installed new pallet racks in your warehouse and want to ensure the
items stored in the locations do not exceed the load limits of your new pallet
racks. By defining storage capacity for the locations in the racks, you can ensure
safe storage of goods. Define the storage capacity with Warehouse XX02.
Warehouse 2
Location Capacity (whwmd3101s000)
Field
1-46
Input Value
Capacity
2 ea
Maximum
50
Width
2.00
Depth
2.00
Height
5.00
Warehouse Location - Capacity
Additional Warehouse Sessions

These sessions will help you define additional warehouse information:
Warehouse - Dock Locations (whwmd2120m000)
Remarks (whwmd1130m000)
Fixed Locations (whwmd3502m000)
Print Warehouse Items Inventory (whwmd2410m000)
Create Dock Locations by Warehouse

Use the Warehouse - Dock Locations (whwmd2120m000) session to setup and
manage the structure for dock locations. Docks can be assigned to an item, shipto business partner, or both. You can leave the business partner and/or the item
empty. If the business partner is empty and the item code is filled, a dock location
is recommended for a specific item regardless of the business partner. The same
applies if the item is empty and the business partner is filled. If both are empty, a
dock location is recommended regardless of item and business partner.
1-47
Warehousing
The dock location must be either a Staging or Receiving location type and is
created in the Locations (whwmd3500m000) session. For example, dock
locations are used if items must be received into a specific dock because they
require a special form of transport.
The search structure for dock locations uses this priority:
1. Specific item and a specific Business Partner
2. Specific Business Partner and empty item
3. Specific item and empty Business Partner
4. No specific Business Partner and no specific item
If there are no dock locations, the default receiving or staging location is used.
The default location is defined by warehouse in the Warehouses
(whwmd2100s000) session. Dock locations are also used for warehousing orders
whether system generated or entered manually. Dock locations enable you to
ship or receive from a particular dock based upon the specified item and
Business Partner combinations.
Dock locations are only applicable for warehouses that are location controlled. A
warehouses must have at least one location of type Receiving and/or Staging
defined to be designated as a dock location.
Fixed Locations by Item

The Fixed Locations (whwmd3502m000) session allows locations to be
designated for specific items. A location may be designated as fixed for one item
or multiple items. Specifying a location as fixed, for an item, indicates that the
item alone is valid to occupy that location. Fixed locations may also be assigned
priorities to indicate the order items will be inbounded to the location. For each
fixed location you can also specify the minimum inventory and minimum
replenishment quantity to replenish from bulk locations to the fixed pick location.
Fixed locations are also a requirement when creating a replenishment matrix for
bulk locations to replenish pick locations. This is covered in more detail in the
Replenishment section below.
Business Example
The item STL/001/AA (steel beam) needs to be placed in specific locations due
to the length of the beams. By establishing location A001 and A002 as fixed
locations for the item STL/001/AA (steel beam), the locations will only be
1-48
available for the steel beams. The locations are specific locations capable of
accommodating the length of the beams.
Fixed locations are checked during the inbound process if the field Free
Locations Master Data Parameter (whwmd0100s000) session is checked.
\\ Warehouse Management \ Warehouse Master Data \ Items \ Fixed
Location (whwmd3502m000)
Fixed Locations
Field
Inbound Priority
Description
The inbound priority number. This number is used when generating
inbound advice.
When generating inbound advice, the system first checks for fixed
locations by item. If found, the system then checks the inbound
priority as recorded in the Location Data by Item
(whwmd3102s000) session. With equal priorities, the location code
is the decisive factor.
Minimum Inventory
The minimum inventory of the item that must be present at the

location, expressed in the item's inventory unit. If the inventory on
hand at the location falls below this minimum quantity specification,
the system advises a replenishment quantity when printing a
replenishment list (the system does not suggest from where the
replenishment must come).
When calculating the replenishment quantity, the system takes the
minimum inventory into account. This field is mainly used for
picking locations that are replenished from bulk locations.
1-49
Warehousing
Field
Minimum
Replenishment
Quantity
Description
The item's minimum replenishment quantity at a location. If the
inventory on hand at the location falls below the minimum level, the
system reports it on replenishment lists and will recommend a
replenishment based upon the quantity specified in this field.
Business Example
An automobile manufacturer uses a bolt with unique specifications in the
assembly of its car engines. The bolt is stored in a specific location in the
warehouse, and a minimum inventory level of 1,000 pieces has been set. The
Economic Order quantity for this bolt is 100,000 pieces. When this bolt is
received, it is stored in a bulk location in the warehouse. However, the pick
location has a capacity of 2,500 pieces. The replenishment quantity has been set
at 1,000 pieces. When the Pick location inventory falls below 1,000 pieces, it will
trigger a replenishment of 1,000 pieces. When the Bulk location drops below
1,000 pieces and advice is generated to purchase additional bolts, the order will
be recommended for 100,000 pieces, according to the Economic Order Quantity.
Print Warehouse Items Inventory

The Print Warehouse Items Inventory (whinh2410m000) session enables the
printing of Replenishment advice based upon the replenishment matrix
established. The session also enables generation of Warehouse Orders to fill the
replenishment requirements. The session can be used to print a report indicating
the locations to be replenished and then run again to generate Warehouse
Orders. The option also exists to print and generate in one step by selecting the
appropriate checkboxes.
1-50
\\ Warehouse Management \ Inventory Reporting \ Inventory Position \

Warehouse Item Inventory (whwmd2515m000)
Sub-session: Print Warehouse Items Inventory (wmwmd2410m000)
Print Warehouse Items Inventory
1-51
Warehousing
Package Definitions
Package definitions are product-packaging descriptions used for the storage or
movement of items containing multiple levels of storage containers. The package
definition establishes the multiple packaging units and levels for an item. The
rules established determine the quantity and configuration in which the item is
moved and stored. Packages can consist of several item types including trays,
boxes, cartons, crates, racks, pallets, bottles, drums, and barrels. A single item
may have multiple package definitions enabling different packaging
configurations depending on the location and use of the item. For example, one
package definition for the warehouse may consist of a pallet containing four
boxes that each contain 24 items individually packed in a plastic sleeve. The
same item may have a second package definition consisting of a 56" x 60" crate
containing eight boxes of 36 pieces used for shipping the goods. Package
definitions allow flexibility for items to be packaged differently by warehouse or by
Business Partner.
Figure 1 - 3: Package Definitions
1-52
Storage Conditions
A storage condition is a condition of an item, item group, location, or warehouse
that must be satisfied when storing the item. Storage conditions are used for
warehouses with locations to control the storage of goods when specific
conditions exist. For example, if ice cream is received into a warehouse, it will
require storage within a location in which the temperature is maintained below 32
degrees Fahrenheit.
Storage conditions of the item or item group are compared with those of the
warehouse or the location during the execution of the Generate Inbound advice
(whinh3201m000) session, or when inbound advice is maintained in the Inbound
Advice (whinh3525m000) session. The condition to check is dependant on the
storage condition parameters specified in Master Data Parameters
(whwmd0100s000). Storage conditions may or may not be mandatory.
Conditions that are not mandatory can be over ridden through manual inbound
advice.
Storage conditions can be linked to these entities:
Item Groups
Items
Warehouses
Locations
The storage conditions of a location (or item) overrule the storage conditions of a
warehouse (or item group).
For ease of setup, storage conditions can be attached to a location. Then, during
the copy ranges process, the storage conditions can be copied to all the
locations created. When storage conditions are attached to an item group, they
apply to all items in the item group as well as to all new items added to that item
group.
When defining storage conditions in a warehouse, you will also define the type of
storage condition that is being applied. Storage conditions can have these
condition types:
Present
-
Attached to a Warehouse/Location or Warehouse: The system

searches the item and item group for the storage condition. The item or
1-53
Warehousing
item group must have the condition Present or Common for a match to
occur.
-
Attached to an Item Group or Item: The system searches the

warehouse/location or warehouse for the storage condition. The
warehouse/location or warehouse must have the condition Present or
Common for a match to occur.
Absent
-
Attached to a Warehouse/Location or Warehouse: The system

searches the item and item group for the storage condition. The item or
item group cannot have the condition Present or Common for a match to
occur.
Attached to an Item Group or Item: System searches the

warehouse/location or warehouse for the storage condition. The
warehouse/location or warehouse cannot have this condition Present or
Common for a match to occur.
Common
-
Attached to a Warehouse/Location or Warehouse: When an item is

stored, it does not monitor (check) whether the storage condition
assigned to the warehouse or location is linked to the item.
Attached to an Item Group or Item: When an item is stored, it does not

monitor (check) whether the storage condition assigned to the item or
item group is linked to the warehouse or location.
No Condition Type Defined (Blank)
1-54
This is not an actual storage condition type. It refers to items, item

groups, warehouses, and locations for which no storage conditions have
been defined.
Attached to a Warehouse/Location or Warehouse: The warehouse or

location will accept any item as long as a storage condition of type
Present has not been defined.
Attached to an Item Group or Item: The item will go into any location as
long as a storage condition of the type Present has not been defined.
The Flow: Storage Conditions

Start
Set storage condition parameters
(whwmd0100s000) session
Create storage conditions
Storage Conditions
(whwmd1100m000)
Link storage conditions to
warehouse and locations
Link storage conditions to item

group and items
Warehouse - Location - Storage

Conditions
(whwmd1102m000)
Item - Storage Conditions

(whwmd1104m000)
Create a remark
Remarks
(whwmd1130m000)
End
Storage Condition Parameters

Use the Master Data Parameters (whwmd0100s000) session to set storage
condition parameters.
Use the Storage Conditions tab within the Master Data Parameters session to
define the parameters to test storage conditions. The system can perform a
check when moving items based upon the item, item group, location, and
warehouse. The storage conditions are tested during inbound movement and
during transhipment (warehouse transactions).
The test is performed to see whether the storage conditions within the
warehouse or location meet the required conditions for the item or item group.
1-55
Warehousing

Data Parameters (whwmd0100s000)
Storage Conditions
Master Data Parameters (Storage Conditions tab)

Field
Location Weight
Description
The unit of measure in which weight is expressed. This unit is
used throughout Warehousing to handle the location capacity in
terms of weight and the item weight (i.e., maximum weight and
available weight).
Note: Once you have created an item, location, or package
definition, and this field has been completed, you cannot
change it.
1-56
Field
Location Length
Description
This unit is used to handle the location capacity in terms of
width, depth, and height to define the item dimensions.
Once you have created an item, location, or package definition,
and this field has been completed, you cannot change it.
The Physical Quantity of the unit of measure entered in the
Location Length field should be of type Length.
Test Storage
Conditions (Group
box)
Checks for storage conditions.

The check is performed when these actions occur:
Storing Item in a warehouse
After an Inbound movement
After Transhipment
Test Storage
Conditions for Item

item level during inbounding or processing of warehouse
Test Storage
Conditions for Item
Group

item group level during inbounding or processing of warehouse
Test Storage
Conditions for
Location

location level during inbounding or processing of warehouse
Test Storage
Conditions for
Warehouse

warehouse level during inbounding or processing of warehouse
Set Storage Condition Parameters

Data Parameters (whwmd0100s000)
To set storage condition parameters:
1. Open the Actual Set record.
2. Select the Storage Conditions tab.
3. Verify that Item, Item Group, Location, and Warehouse check boxes are
selected.
4. Save and Close the record.
1-57
Warehousing
Create Storage Conditions

General storage conditions are created and maintained through the Storage
Conditions (whwmd1100m000) session. Once defined, these conditions can be
attached to warehouses, locations within a warehouse, item groups, or specific
items. The code for the Storage Conditions is user defined and contains a
description.
\\ Warehouse Management \ Warehouse Master Data \ Miscellaneous \
Storage Conditions (whwmd1100m000)
To create storage conditions:
2. Enter information for Storage Condition and Description fields.
Storage Conditions
1-58
Link Storage Conditions

Once Storage Conditions have been defined, they must be assigned to an item
or item group specifying the conditions for each. For the system to check the
conditions, the storage conditions by warehouse and location must be defined
indicating which conditions are present. The system will then look for a match
between the conditions specified by item or item group and the warehouse and
location when recommending inbound. A storage condition for and item or item
group can have the condition type of: Present for Item, Absent for Item, or
Common.
Present for Item: The storage condition in Storage Conditions by Item
Group/Item should exist.
Absent for Item: The storage condition in Storage Conditions by Item
Group/Item should not exist or should be equal to Absent for Location.
Common: It is irrelevant whether the storage condition exists for an item.
Items that can be stored in any environment are assigned the storage
condition type Common.
A system check for storage conditions will result in a positive or negative result:
Yes: Positive result. Match has occurred and location can be used.
No: Negative result. Match has not occurred and location cannot be used.
During manual entry, the system will notify the user of a negative match. During
system generation of advice, negative matches will be logged and system will
continue the search.
There is no system check when the condition is of type Common or no storage
condition is present (blank).
After comparing the storage conditions associated with the item to those
associated with the warehouse or location, the system will carry out the same
check in the opposite direction (starting from warehouse/location).
The chart illustrates if the system will allow storage (yes or no) with the storage
conditions by location and by item.
Location
Conditions
Item
Present
Absent
Common
Blank (No Condition)
Present
Yes
No
Yes
No
1-59
Warehousing
Location
Conditions
Absent
No
Yes
No
Yes
Common
Yes
No
Yes
Yes
Blank (No Condition)
No
Yes
Yes
Yes
Business Example
Ice cream will have a storage condition of Freezer Present. For a match to occur,
the warehouse will also have a Freezer location Present or Common.
A department store that sells expensive jewelry will likely want to store the
jewelry in a secured area of their warehouse. Therefore, the jewelry will require a
location of Secure to be Present and the warehouse must have the secure
location Present or Common.
An example of an item with a storage condition type of Absent is cat food. Cat
food cannot be stored in a freezer, as it breaks down the food and the cats will no
longer eat it. Therefore, all cat food stored in the warehouse would have the
freezer location absent from its storage conditions. If a location had Freezer
Present or Common, the system would not make a match.
With the exception of items that must be either frozen or refrigerated, most of the
goods that a grocery market purchases can be stored at room temperature.
Similarly, most of the locations within the grocery market's warehouse will be at
room temperature. Therefore, those goods that can be stored at room
temperature will have a condition type of Common (or blank) and the room
temperature locations will also have a condition type of Common (or blank).
Storage Conditions by Warehouse and Location

You can define storage conditions for warehouses and/or locations for each
warehouse from the Storage Conditions by Warehouse and Location
(whwmd1102m000) session or the Warehouses and Locations by Storage
Condition (whwmd1112m000) session. These two sessions contain the same
information, but the information is grouped differently depending on the user's
needs and preferences. When a record is entered in one session, the system
inserts a record in the other session as well.
1-60

Sub-session: Warehouse Location Storage Conditions
(whwmd1102m000)
Warehouse Location - Storage Conditions

Field
Description
Storage
Condition
Defines the storage condition (code and description) defined for

the warehouse/location or warehouse.
Warehouse
Where storage conditions are defined.
Location
Indicates the location within the warehouse for which storage

conditions are being defined. If the condition applies to the entire
warehouse, this field is left blank.
Condition Type
Indicates the type of condition being applied (Present, Absent,

Common).
Present for Item: The condition is present for the location or
warehouse.
Absent for Item: The condition is not present for the location
or warehouse.
Common: The condition does not affect the storage for the
location or warehouse.
1-61
Warehousing
Field
Mandatory
Description
If this checkbox is selected, the system reports when the storage
conditions are not met. You can select another location or
warehouse for inbound movement or transhipment, but this
location cannot be used.
If this checkbox is cleared, the system will still follow storage
condition guidelines when generating advice. the system reports
when storage conditions are not met, through message boxes on
screen, but the user can still accept the warehouse or location. The
interactive process occurs in these sessions:
Inbound Advice (whinh2115s000)
Warehousing Orders (whinh2100s000)
Common, by definition, is an optional type of condition. Therefore
the Mandatory checkbox is not allowed.
Create Storage Conditions by Warehouse and Location

Now that the storage conditions are created, you need to link the warehouse and
location to the storage conditions.
To create storage conditions by warehouse and location:
1. Select a Storage Condition.
2. Select Warehouse Location Storage Conditions from the Specific
menu.
Sub-session: Warehouse Location Storage Conditions
(whwmd1102m000)
Notice that your Storage Condition is listed in the Storage Condition field. If you
need to change the Storage Condition, use the group icons.
3. Select a Warehouse, Location, and Storage Condition Type.
4. Save and Close your session.
When checking for conditions at the warehouse or location level, the system
starts with locations at the warehouse/location level. If no conditions are present
1-62
at the warehouse and location level, the system searches for storage conditions
by warehouse.
Storage Conditions by Item Group and Item

You can define storage conditions for an item using the Storage Conditions by
Item Group and Item (whwmd1104m000) session, or the Item Groups and Items
by Storage Condition (whwmd1114m000) session. Both sessions contain the
same information, displayed in a different format. When a record is inserted in
one session, the system will create a duplicate record in the other session.
Storage Conditions
Sub-session: Item Storage Conditions (whwmd1104m000)
Item - Storage Conditions

Field
Description
Storage
Condition
Defines the storage condition (code and description) defined for the
item or item group.
Item
Specifies the item for which storage conditions are being defined. If
the condition applies to the entire item group, this field is left blank.
Item Group
Specifies the item group for which the storage conditions are being
defined.
1-63
Warehousing
Field
Condition
Type
Description
The type of condition applied (Present, Absent, Common).
Present for Location: The condition must be present in the
warehouse for the item.
Absent for Location: The condition must not be present in the
warehouse and location.
Common: The condition is not required and can be present or
absent for the warehouse and location.
Mandatory
Determines if the user can override condition guidelines during manual

sessions. The system will never override the condition on its own.
Create Storage Conditions by Item Group and Item

Now that the storage conditions are created, you can link the item group and item
to the storage conditions.
Storage Conditions
1. Select a Storage Condition.
2. Select Item Storage Conditions from the Specific menu.
Sub-session: Item Storage Conditions (whwmd1104m000)
Notice that your Storage Condition is listed in the Storage Condition field. If you
need to change the Storage Condition, use the group icons.
3. Select an Item, Item Group, and Storage Condition Type.
4. Save and Close your session.
When the system executes a storage condition search, it will first checks the item
for storage conditions. If none are found, the system will next search the item
group.
Maintain Remarks
Use the Remarks (whwmd1130m000) session to create messages. These
messages can be linked to specific locations. Subsequently, whenever a location
is recommended or called out during outbound, inbound, or manually entered,
the remark is displayed on screen. You can link remarks to the Stock Point
1-64
Inventory (whinr1540m000) and the Warehouse Location (whwmd3100s000)

sessions.
Remarks (whwmd1130m000)
Remarks
Field
Remark
Description
The remark code. You can link this code to:
A location in the Warehouse - Locations (whwmd3100s000) session.
A stock point in the Stock Point Inventory (whinr1541m000) session.
Note: The remark is presented on screen every time the location or stock
point is used.
Exercise: Create Storage Conditions

Within your warehouse, you can store items that require a variety of storage
conditions. For example:
The supplier of a granular plastic, which you in in production, recommends
that it be stored at 50 degrees Fahrenheit. Because the temperature in your
warehouse can reach 90 degrees during the summer, you must store the
item in a refrigerated location.
Your maintenance department uses special oil, considered to be a hazardous
chemical, to lubricate the machines in production.
1-65
Warehousing

Field
Input Value
Storage Condition
XXREF (Replace XX with your initials)
Description
XX Refrigerated Storage (Replace XX with your initials)
Field
Input Value
Storage Condition
XXHAZ (Replace XX with your initials)
Description
XX Hazardous Materials (Replace XX with your initials)
Storage Conditions
Exercise: Link Storage Conditions and Location

You will need to link the Storage Conditions and to the location in Warehouse
XX02 have the Storage Conditions present, absent, or common. This linking of
Storage Conditions to the locations allows the system to find the appropriate
condition when advising item movement in a warehouse.
1-66
Warehouse - Location - Storage Conditions (whwmd1102m000)

Field
Input Value
Storage Condition
Warehouse
XX02
Location
XX Hazardous
Storage Condition
Common
Warehouse Location Storage Conditions
Exercise: Link Storage Conditions and Item

Now that Warehouse data for Storage Conditions is defined, you need to create
the necessary item information indicating the storage conditions for each item.
Item - Storage Conditions (whwmd1102m000)
Field
Input Value
Storage Condition
Item
XXITEM
Item Group
001
Storage Condition
Common
1-67
Warehousing
Item Storage Conditions
1-68
User Profiles
Based on the login code of each user, you can define default information to
assist the data entry of employees. This user profile is usually entered by system
administrative personnel and used to control or limit user input.
User Default values for each login code are maintained in the User Profiles
(whwmd1540m000) session for warehousing. The series defaults specified here
overrule the corresponding defaults specified in the Inventory Handling
Parameter (whinh0100m000) session. Changes in the user profile become
effective when you restart the applicable sessions.
\\ Warehouse Management \ Warehouse Master Data \ Miscellaneous \ User
Profiles (whwmd1540m000)
User Profiles
Field
Description
User
Represents one employee or a group of employees. This code

must reside in the User Data (ttaad2500m000) session prior to
being assigned in this session.
User
The users name.
Series
The series used to generate the applicable orders.
1-69
Warehousing
Field
Use Specific Device
Selection
Description
If this check box is selected, the user must manually select the
printer for the shipment documents if these documents are
printed automatically. You can specify if shipment documents
must be printed automatically in the Automatic field of the
Activities by Procedure (whinh0106m000) session.
If this check box is selected, and shipments and/or loads are
confirmed in the Freeze/Confirm Shipments/Loads
(whinh4275m000) session, and the shipment documents must
be printed automatically, the Select Device (ttstpsplopen)
session is started in which the user must specify the printer on
which the shipment documents must be printed.
If this check box is selected, and shipments and/or loads are
confirmed in the Generate Outbound Advice (whinh4201m000)
session (if the Freeze/Confirm Shipments/Loads
(whinh4275m000) session is not an activity in the warehousing
procedure), and the shipment documents must be printed
automatically, the Select Device (ttstpsplopen ) session is
started in which the user must specify the printer on which the
shipment documents are printed.
If this check box is cleared, the documents are printed
automatically. SSA ERP searches for a printer on which the
reports must be automatically printed, in the following sequence:
Is a printer specified for the report in the User Profiles
(whwmd1140s000) session? If yes, the report is printed on this
printer. If no, step 2.
Is a printer specified for the zone of the staging location from
which the goods are shipped? If yes, the report is printed on this
printer. If no, step 3. You can specify a printer for a zone in the
Warehouse - Zone (whwmd3110s000) session.
Is a printer specified for the activity in the Activities by
Procedure (whinh0106m000) session? If yes, the report is
printed on this printer. If no, you get a message that the report
cannot be printed automatically.
To setup the user profile:

2. Use the Browse icon to select the appropriate user for the User field.
3. Use the Browse icon to select values for all the Series for fields.
1-70
User Profiles
1-71
Warehousing
Lesson Review
In this lesson, you learned:
Define zones and locations for your warehouse.
Create locations using the copy function.
Create dock locations.
Define inventory storage capacities.
Define fixed locations.
Define storage conditions.
Link storage conditions to warehouses, locations, items, and item groups.
User profiles.
1-72
Review Questions
1. The Warehousing Master Data module is the central repository for such
information as warehouse types, warehouse zones and locations, and
storage capacity.
A. True
B. False
2. Match each item with its correct description by drawing lines to make
matches.
Item
Description
Normal
A specific warehouse such as a service car or service kit,

where goods are stored for maintenance purposes.
Shop Floor
A type of warehouse that you use to store items, which after

inspection are rejected.
Project
A warehouse that is used for the administration of inventory

owned by your company but stored at the customer's site
(Ship-to Business Partner).
Service
An area used for storing goods. This is the default warehouse

type.
Service Customer
Owned
A destination warehouse assigned to single or several

projects.
Service Reject
A warehouse that stores intermediate inventory in order to

supply work centers.
Consignment (not
owned)
A type of warehouse that you use exclusively to store items

that are owned by the customers and that have been sent to
the depot to be repaired or serviced.
Consignment (owned)
A warehouse that can only be used for consigned inventories,

and is owned by the supplier (Ship-from Business Partner).
3. A zone may be established in an area of the warehouse where rare

characteristics exist.
A. True
B. False
1-73
Warehousing
4. A Pick location is defined when the location is to be used during the picking
process for filling warehouse orders.
A. True
B. False
5. Bulk locations are used for locations of a warehouse where goods are stored
in large quantities such as pallets.
A. True
B. False
6. Storage conditions are used for warehouses with locations to control the
storage of goods when specific conditions exist.
A. True
B. False
1-74
Review Questions Answer Key
1. True
2.
Item
Description
Normal
An area used for storing goods. This is the default warehouse

type.
Shop Floor
A warehouse that stores intermediate inventory in order to

supply work centers.
Project
A destination warehouse assigned to single or several

projects.
Service
A specific warehouse such as a service car or service kit,

where goods are stored for maintenance purposes.
Service Customer
Owned
A type of warehouse that you use exclusively to store items

that are owned by the customers and that have been sent to
the depot to be repaired or serviced.
Service Reject
A type of warehouse that you use to store items, which after

inspection are rejected.
Consignment (not
owned)
A warehouse that can only be used for consigned inventories,

and is owned by the supplier (Ship-from Business Partner).
Consignment (owned)
A warehouse that is used for the administration of inventory

owned by your company but stored at the customer's site
(Ship-to Business Partner).
3. False. A zone may be established in an area of the warehouse where

common characteristics exist.
4. True
5. True
6. True
1-75
2
Warehouse Orders and
Procedures
Inventory transactions are processed using warehouse orders. Warehouse
orders can be manually created or originate from orders in other modules.
Warehouse orders can require different handling procedures, depending on the
order origin. Warehousing allows you to define company-specific warehouse
order procedures, which can then be used to process inventory transactions.
Figure 2 - 1: Goods Flow Through a Warehouse

Warehouse procedures define the necessary sessions that must be executed to
complete a transaction, such as receiving goods from a purchase order. It is the
combination of Warehouse Order Type and Warehouse Procedure that
determines the required sessions and activities. Warehousing Procedures and
Order Types must be set up before any transactions can be processed.
2-1
Warehousing
Proper inventory management is essential for achieving organizational objectives

such as:
Customer service
Productivity
Profit
Return on investment
Inventory Management can be defined as the managing of all activities executed
within the warehouse, pertaining to goods and services. Warehousing provides
inventory management functions needed for keeping service levels up and
inventory levels low. After establishing the static master data, you can start with
inventory management and the processing of warehouse transactions.
Lesson Objectives
Describe the purpose and function of warehouse order types.
Create warehouse procedures and related activities.
Create warehouse order types.
Describe several types of warehouse orders available.
Create and execute warehouse orders.
Create an easy entry warehouse order.
2-2
2 Warehouse Orders and Procedures
Warehouse Order Types

Warehouse procedures help to manage the inbound, storage, and outbound
goods flows in your warehouse. The steps (activities) used to carry out the
procedures are linked to sessions and control the way the warehouse orders
and/or handling units are processed. Several warehouse procedures can then be
linked to warehouse order types to determine how unique orders are processed.
The Flow: Warehouse Order Types

Start
Create a warehousing procedure
Warehousing Procedures
(whinh0105m000)
Link activities to warehouse
procedures
Activities by Procedure
(whinh0106m000)
Set up a warehouse order type and
link warehouse procedures
Warehousing Order Type
(whinh0110m000)
Define default order types by
origin
Default Order Types by Origin
(whinh0120m000)
End
2-3
Warehousing
You must create Warehousing Procedures before you can define Warehouse
Order Types. This can be done in the Warehousing Procedures
(whinh0105m000) session. You can provide a description explaining the use of
the procedure, and designate the Procedure Type. These procedure types are
available:
Receipt Procedure: Consists of the physical receipt of goods, which is
carried out when the goods arrive at the warehouse.
Inspection Procedure: Handles activities regarding the approval or rejection
of goods. When Inspections are used, instead of transferring the goods from
the Receiving location into the Warehouse, the goods are first moved to an
Inspection location.
Outbound Procedure: Handles all Outbound Activities. Outbounding is the
process of taking goods out of a warehouse and putting them in the Staging
location for shipment. Many companies refer to this type of movement as
Picking.
Shipment Procedure: Handles all shipment activities, such as the bill of
lading, packing slip, and the necessary steps for shipping goods out of the
warehouse.
\\ Warehouse Management \ Warehouse Master Data \ Warehouse Order
Procedures \ Warehousing Procedures (whinh0105m000)
2-4
Field
Description
Warehousing
Procedure
The code that identifies the warehouse procedure.
Procedure Type
Specifies the intended use of the Warehouse Procedure and

dictates the activities that are available to be attached to the
procedure. Options consist of:
Outbound Procedure
Shipment Procedure
Receipt Procedure
Inspection Procedure
Warehousing Procedure Activities

An activity is a step in a warehousing procedure. An activity corresponds with a
session of the Warehouse Management package. For example, the inbound
activity to generate inbound advice is performed using the Generate Inbound
Advice (whinh3201m000) session.
You can specify whether an activity of a warehousing procedure must be
manually or automatically carried out. Manually means that the user must
perform the activity using the session related to the activity. Automatic means
that the activity is automatically carried out after the preceding activity is finished.
If the first activity is automatic for warehousing orders generated from orders
originating from other packages, this activity is carried out the moment the
warehousing order is generated. For manually created warehousing orders,
however, the first automatic activity in a warehousing procedure is carried out
after the user clicks Process in the Warehousing Orders (whinh2100m000)
session, the Inbound Order Lines (whinh2110m000) session, or the Outbound
Order Lines (whinh2120m000) session to start up order processing for selected
warehousing orders, inbound order lines, or outbound order lines.
Users can deviate from order procedures, even when an order is partially
processed. If you modify the activities of a procedure, the changes become
effective for the order lines. These procedure changes apply to all warehouse
order lines with the same order type to which the changes were made. The
changes will also apply to new warehouse order lines added to the warehouse
order.
These orders are either manually created or generated from orders originating
from other packages. Warehousing orders currently processed by means of the
procedure are not affected by the changes.
2-5
Warehousing
To support you in setting up a flexible processing procedure, the application

automatically links predefined mandatory and non-mandatory activities to
warehouse procedures. You may select whether the non-mandatory activities are
applicable or not. Otherwise, you must carry out all activities that are applicable
in the sequence specified within the Activities by Procedure (whinh0106m000)
session.
Sub-session: Activities by Procedure (whinh0106m000)
Field
2-6
Description
Procedure
The warehousing procedure defined in the Warehousing

Procedures (whinh0105m000) session.
Procedure Type
The warehousing procedure type linked to the warehousing

procedure.
Activity
A step in a warehousing procedure. An activity corresponds with a

session of the Warehouse Management package. For instance,
the inbound activity Generate Inbound Advice is performed using
the Generate Inbound Advice (whinh3201m000) session.
Applicable
Sessions marked applicable must be manually or automatically

carried out.
Automatic
If this check box is selected, the software automatically executes

the activity. If this check box is not selected, you must manually
execute the activity.
Output Device
The default device that is used to print the relevant document.
If the Automatic check box is selected, you must also fill the Output Device field.
You can link predefined Receipt Procedure activities, Inspection Procedure
activities, Outbound Procedure activities, and Shipment Procedure activities for
each procedure.
Receipt Procedure Activities

Mandatory activities include the Warehouse Receipts (whinh3512m000),
Generate Inbound Advice (whinh3201m000) and Put Away Inbound Advice
(whinh3203m000) sessions. They are marked applicable in the Activities by
Procedure (whinh0106m000) session and can be automatically executed if
desired. The receipt procedure activities (sessions) consist of:
Print Receipts (whinh3412m000)
Warehouse Receipts (whinh3512m000)
Generate Inbound Advice (whinh3201m000)
Put Away Inbound Advice (whinh3203m000)
Generate Storage List (whinh3415m000)
Storage List (whinh3525m100)
The Generate Storage List (whinh3415m000) and Storage List (whinh3525m100)
sessions must be selected together or not at all.
Inspection Procedure Activities

The inspection procedure is optional, thus there are no mandatory activities. If
you select the Warehouse Inspections (whinh3122m000) session as applicable,
both the Generate Inbound Advice (whinh3201m000) and Put Away Inbound
Advice (whinh3203m000) sessions are automatically applicable. However, you
can choose to automate these sessions if desired. The inspection procedure
activities (sessions) consist of:
Warehouse Inspections (whinh3122m000)
Storage List (whinh3525m100)
2-7
Warehousing
The Generate Storage List (whinh3415m000) and Storage List (whinh3525m100)

Outbound Procedure Activities

The mandatory activities for an outbound procedure include the Generate
Outbound Advice (whinh4201m000) and Release Outbound Advice
(whinh4202m000) sessions. Both activities are flagged as applicable in the
Activities by Procedure (whinh0106m000) session and can be executed
automatically if desired. The outbound procedure activities (sessions) consist of:
Generate Outbound Advice (whinh4201m000)
Release Outbound Advice (whinh4202m000)
Generate Picking List (whinh4415m000)
Picking List (whinh4525m100)
The Picking List (whinh4525m100) and Generate Picking List (whinh4415m000)
Shipment Procedure Activities

The Freeze/Confirm Shipments/Loads (whinh4275m000) session is the only
mandatory activity in the shipment procedure. It is flagged as applicable and can
be automatically executed if desired. The shipment procedure activities
(sessions) consist of:
Freeze/Confirm Shipments/Loads (whinh4275m000)
Print Bills of Lading (whinh4470m000)
Print Packing Slips (whinh4475m000)
Print Packing Lists (whinh4476m000)
2-8
Create a Warehousing Procedure and Link Order Type Activities

The first step in creating a warehousing procedure is to create the warehousing
procedure in the Warehousing Procedures (whinh0105m000) session. You
define the procedure, provide a description explaining the use of the procedure,
and designate the Procedure Type within this session.
Create Warehouse Order Procedure

To define a warehousing procedure:
1. Click the New Icon.
2. Enter a 3-digit code and description to identify the warehousing procedure.
3. Select your desired procedure type within the Procedure Type field.
4. Click the Save icon.
2-9
Warehousing
Link Activities to Warehouse Procedures

5. Select your new warehouse procedure and from the Specific menu, select
Activities.
2-10
Sub-session: Activities by Procedure (whinh0106m000)

You define and link the activities for each warehousing procedure in the Activities
by Procedure (whinh0106m000) session.
6. Choose whether the listed activities within the Activity field are applicable or
not to the procedure by selecting the applicable check box(es).
7. Choose if the applicable activities for your procedure will be automatically or
manually executed by selecting or clearing the appropriate Automatic check
box(es).
Warehouse Order Types

The warehouse order type determines which warehouse procedures you must
carry out for the warehouse order. You can define different warehousing
procedures for different warehousing order types (for example, issues, receipts,
and transfers). You define warehouse order types in the Warehousing Order
Type (whinh0110m000) session.
When you manually create a warehouse order in the Warehousing Orders
(whinh2100m000) session, a warehouse order type is linked to that order. A
warehouse order type is also linked when warehouse orders are generated from
other packages (for example, sales, purchasing, and shop floor).
2-11
Warehousing
Inventory transaction types determine the kind of warehousing procedures that

you can link to a warehousing order type. Four basic inventory transaction types
are available:
Receipt: This transaction type is used for incoming inventory. You must link
these warehousing procedures to a Receipt transaction type:
-
Receipt Procedure
Issue: This transaction type is used for outgoing inventory. You must link
these warehousing procedures to an Issue transaction type:
-
Outbound Procedure
Shipment Procedure
Transfer: This transaction type is used for inventory movements (which have
elements of both receipt and issue, such as movements between
warehouses or between work centers, warehouses, or project warehouses)
and/or for an item code change. You must link these warehousing procedures
to a Transfer transaction type:
-
Receipt Procedure
Outbound Procedure
Shipment Procedure
WIP Transfer: This transaction type is used for inventory movements from
one costing work center to another. You must link these warehousing
procedures to a WIP Transfer transaction type:
2-12
Receipt Procedure
Shipment Procedure

Procedures \ Warehousing Order Type (whinh0110m000)
Sub-session: Warehousing Order Type (whinh0110m000)

Field
Description
Warehousing
Order Type
The code that identifies the warehousing order type.
Transaction Type
Four types of inventory transactions are predefined. These

transactions will increase or decrease the level of the inventory for
one or more items in the warehouse. The four transaction types
consist of:
Receipt: Goods are received in the warehouse.
Issue: Goods are issued from the warehouse.
Transfer: Goods are transferred from one warehouse,
location, business partner, project, or work center to another.
WIP Transfer: Goods are moved from one work center to
another.
2-13
Warehousing
Field
Description
Receipt
Procedure
Activities that are required for the receipt of goods into the
warehouse. This is mandatory when the Transaction Type field is
set to Receipt, Transfer, or WIP Transfer. If you browse within this
field, you will enter the Warehousing Procedures
(whinh0105m000) session and can choose your desired
procedure.
Inspection
Procedure
Activities that are required to check incoming goods for quality and
accuracy for the warehouse order. This is mandatory when the
Transaction Type field is set to Receipt or Transfer. If you browse
within this field, you will enter the Warehousing Procedures
procedure.
Outbound Advice
Procedure
Activities that are required for picking and moving goods out of the
warehouse locations. This is mandatory when the Transaction
Type field is set to Issue or Transfer. If you browse within this field,
you will enter the Warehousing Procedures (whinh0105m000)
session and can choose your desired procedure.
Shipment
Procedure
Activities that are required to confirm that the shipment has left the
warehouse and any associated shipping documents that must be
generated. This is mandatory when the Transaction Type field is
set to Issue, Transfer, or WIP Transfer. If you browse within this
field, you will enter the Warehousing Procedures
procedure.
Set Up Warehouse Order Type

After defining warehouse procedures and activities, you can set up warehouse
order types in the Warehousing Order Type (whinh0110m000) session. You can
combine warehousing procedures within this session. An order type will always
be linked to a warehouse order, and the warehouse order will follow the activities
defined in the procedures.
Procedures \ Warehousing Order Type (whinh0110m000)
To set up the warehouse order type:
2-14
Sub-session: Warehousing Order Type (whinh0110m000)

2. Enter a 3-digit code and description to identify the order type within the
Warehousing Order Type field.
3. Choose your desired transaction type within the Transaction Type field.
4. Choose the appropriate procedure (such as, Receipt Procedure or Inspection
Procedure) that will be used for the transaction type/warehouse order type.

2-15
Warehousing

You can define default order types for warehouse orders by origin. When
manually creating a warehouse order or generating a warehouse order from
another module, a default warehouse order type will be used if one has not been
defined elsewhere. For example, when a sales order is released to warehousing,
the default warehouse order type defined for a sales order will be used if the
warehouse order type was not defined in the sales order module. The Default
Order Types by Origin (whinh0120m000) is used to define default warehouse
order types.
Procedures \ Default Order Types by Origin (whinh0120m000)

Field
2-16
Description
Order Origin
The origin of the order by which the warehousing order was

initiated (for example, the Sales Control module).
Transaction Type
The transaction type (for example, Receipt and Issue).
Order Type
The warehouse order type. This is a code that identifies the type of
a warehousing order. If you browse to this field, you will enter the
Warehousing Order Type (whinh0110m000) session.
Field
Number Group
Description
If warehouse orders (not Transfers) are generated from another
package/module, then the original order number of the origin will
be used as the order number of the warehouse order. It is also
possible that other packages generate a warehouse order of the
type Transfer. In that case, an order number will be generated
from the default number group and default series (if filled), and
otherwise from the Inventory Handling (INH) parameters. If you
define a number group for a unique order origin and inventory
transaction type, then the same number group must be used when
defining defaults for the same order origin and a different inventory
transaction type. This will be arranged by finding the correct
number group and disabling that number group. This is done
because otherwise you can generate the same order numbers.
Define Default Order Types by Origin

You can define defaults by warehouse order origin and transaction type in the
Default Order Types by Origin (whinh0120m000) session.
Procedures \ Default Order Types by Origin (whinh0120m000)
To define a default order type by origin:
1. Click the New Group icon and choose an order origin within the Order Origin
field.
2-17
Warehousing
Sub-session: Default Order Types by Origin (whinh0120m000)

3. Identify your selections for the Transaction Type and Order Type fields as
well as other desired information.

Exercise: Create a Warehouse Procedure

Create warehouse procedures for inspection, receiving, outbound, and shipping.
For the activities for each procedure, select all sessions as applicable and none
as automatic.
Warehousing Procedures (whinh0105m000)
2-18
Field
Input Value
Warehousing Procedure
IXX (Replace XX with your initials)
Description
Insp Your Name
Procedure Type
Receiving Procedure
Field
Input Value
RXX (Replace XX with your initials)
Description
Rec Your Name
Procedure Type
Receipt Procedure
Shipping Procedure
Field
Input Value
SXX (Replace XX with your initials)
Description
Ship Your Name
Procedure Type
Shipment Procedure
Outbound Procedure
Field
Input Value
OXX (Replace XX with your initials)
Description
Out Your Name
Procedure Type
Outbound Procedure
2-19
Warehousing
Exercise: Create Warehouse Order Types

Create two new Warehouse Order Types, one for the support of the receipt, and
the other for issuing goods.
Receipt Warehouse Order Type

Warehousing Order Type (whinh0110m000)
Field
Input Value
Description
Receipt - Your name
Transaction Type
Receipt
Receipt Procedure
RXX (Replace XX with your initials)
IXX (Replace XX with your initials)
Issue Warehouse Order Type

Warehousing Order Type (whinh0110m000)
Field
2-20
Input Value
Description
Issue - Your name
Transaction Type
Issue
Outbound Advice Procedure
OXX (Replace XX with your initials)
Shipment Procedure
SXX (Replace XX with your initials)
Warehouse Orders
Inventory transactions in the Warehouse Management package are initiated and
controlled by a warehousing order. From a simple inventory adjustment to a
complicated incoming shipment, one or more Warehousing Orders control and
account for the movement of inventory through out the package. Warehousing
Orders can be manually created or automatically created when orders are sent to
warehousing from other modules. For example, a confirmed Sales Order can
automatically trigger a warehousing order of the type Issue. A Purchase Order
created in the Order Management package can automatically trigger an order of
type Receipt. Orders from other packages (Service, Order Management, and
Project) requiring the movement of goods may also generate warehouse orders.
Purchase / Sales
Warehousing
Planned Inventory
Transaction
Release
PUR / SLS Order Type
Warehouse Order Type
Figure 2 - 2: Warehouse Order Procedure

Warehousing orders are needed to control and register different types of
inventory transactions for all items stored and maintained in a warehouse. They
are also needed to centralize warehousing activities, such as:
Registering actual issues and receipts.
Confirming and approving issues and receipts.
Printing warehousing documents.
Tracking warehousing transactions.
The application utilizes a decoupling concept to keep module or package specific
information contained within each module. Information and data is available to
other modules by sharing or accessing the data held within the originating
module. This information is then shared with or transferred to other modules or
packages. Warehouse Orders contain the shipping, receiving, or transferring
information for items and quantities of items and control the movement of goods
2-21
Warehousing
within the Warehouse Management package. The originating module (such as,
Sales) shares the information when the Release Sales Order Lines to
Warehousing (tdsls4501m140) or Release Sales Orders to Warehousing
(tdsls4246m000) sessions are run. These sessions trigger the sharing of
information with warehousing and result in the creation of the Warehouse Order.
Warehouse Orders control the movement of goods only within the Warehouse
Management package. The package originating the order controls the order
release to the Warehouse Management package and handles all related
activities within the respective originating module. For example, a purchase order
originating in the Purchase module controls the receipt of service items (nonphysical items are not handled within the warehouse) and may also control the
printing of the order acknowledgement. Until the purchase order is released from
the Purchase module to the Warehouse Orders module, the warehouse order is
not created. Once released to warehousing, the warehouse order is created and
controls the receipt and processing of the physical goods within the warehouse
according to the procedures and activities contained in the warehouse order.
The end result is a warehouse order being generated within the Warehouse
Orders module. Warehouse orders can be manually created or may be system
generated, which are initiated from another module. However, it is the warehouse
order that contains the item and quantity information, stating what will be
shipped, received, or transferred.
The Flow: Warehouse Orders

Start
Create a warehousing order
Warehousing Order
(whinh0105m000)
Create inbound line if transaction

type is receipt
Create outbound line if transaction

type is issue
Inbound Order Lines

(whinh2110m000)
Outbound Order Lines

(whinh2120m000)
End
2-22
Warehousing Orders
You can maintain and modify warehouse orders by origin in the Warehousing
Order (whinh2100m100) session. Warehousing orders can be manually created
within the Warehouse package or generated from other modules, such as
Purchasing, Sales, or Shop Floor Control. For warehouse orders originating from
other packages, you can only modify the data.
The warehouse order header contains information about the origin of the order.
Manually created orders will always identify that the order was manually created
by a (manual)appended after the order type. For example, a manually created
warehouse order of the type Purchase would have an origin of Purchase
(manual). An order originating from the Purchase module would only list
purchase for the origin.
The inventory transaction type of a warehousing order is determined by the
originating order from which the warehousing order results. If you manually enter
a warehousing order, you must manually specify the inventory transaction type
(issue, receipt, etc.).
procedure to handle inventory transactions. However, you can deviate from the
order procedures, even when an order is partially processed. For manually
created warehousing orders, you must manually specify the warehousing order
type. For warehousing orders generated from other packages, the software
retrieves the warehousing order type in this way:
If the order origin is Purchase or Purchase Schedule and the order origin
has a purchase order type to which a warehousing order type is linked, the
software retrieves this warehousing order type for the warehousing order.
You can link a warehousing order type to a purchase order type in the
Purchase Order Types (tdpur0194m000) session.
If the order origin is Sales or Sales Schedule and the order origin has a
sales order type to which a warehousing order type is linked, the software
retrieves this warehousing order type for the warehousing order. You can link
a warehousing order type to a sales order type in the Sales Order Types
(tdsls0194s000) session.
In all other cases, even if no warehousing order type is specified through the
sales or purchase order type, the warehousing order type is determined by
the inventory transaction type. You can specify the default warehousing order
type for each inventory transaction type in the Default Order Types by Origin
2-23
Warehousing
A warehousing order can contain multiple warehousing order lines. The order
lines of one warehousing order may contain different items or the same items.
You cannot handle inventory adjustments in the Warehouse Order
(whinh2100m100) session. Inventory adjustments are supported by the Cycle
Counting Orders (whinh5100m000) session.
\\ Warehouse Management \ Warehouse Orders \ Warehousing Order
(whinh2100m100)
Warehousing Order
2-24
Field
Description
Order
The series for the warehouse order number. If the order originates
from another module, this number will coincide with the order
number in the original order module.
Transaction Type
Determines the type of order, which in turn identifies what

procedure types and activities can be executed for this order.
Options consist of:
Receipt
Issue
Transfer
WIP Transfer
Order Type
Specifies the procedures that are associated with the order. The
procedures contain the activities controlling execution of the order.
The procedures associated with the order type are dependent
upon the transaction type chosen.
Office
The originating office for the order. The office type, also a
department, must coincide with the origin of the order. For
example, a Sales (manual) order must list a Sales Office, and a
Production (manual) order must list a Work Center.
Order Date
This is the date on which the warehousing order is generated or

registered. Either the delivery or receipt date is populated, which
depends on whether the order is inbound or outbound.
Delivery Date
The date for which delivery of a shipment is planned.
Receipt Date
The date on which the goods are expected to arrive in the

destination warehouse.
Ship-From
(Group box)
The company information from where the goods are shipped.
Ship-To (Group
box)
The company information regarding where the goods are shipped.
2-25
Warehousing
Inbound / Outbound Lines

If the transaction type is Receipt, inbound lines will be available to input the item,
lot, ordered quantity, etc. If the transaction type is Issue, the outbound lines will
be available. For Transfer transaction types, both inbound and outbound lines will
be available for input.
Warehousing order lines are processed according to one of these procedures:
The default warehousing procedure that is linked to the warehousing order
type of the warehousing order header to which the current order line belongs.
The warehousing procedure defined for the warehousing order header to
which the current order line belongs.
The warehousing procedure adjusted for the current order line.
Warehousing Order (Inbound Lines)

Field
2-26
Description
Order Line
If you manually create a line, you can generate a default position

number with the Step Size for Lines parameter within the Inventory
Handling Parameters (whinh0100m000) session.
Item
The item code of the item to be inbounded or outbounded.
Ordered Quantity
The line item quantity of items to be inbounded or outbounded.
Line Status
The status of the warehousing order line.
Activity
The next activity that you must carry out for the inbound order line.
Inbound Line Statuses

A warehousing order for inbound lines has these possible statuses:
Open: The inbound order line is just planned. No actual data is assigned yet.
Receipt Open: A receipt record is created for the inbound order line. The
goods listed on the order line are ready to be received in the warehouse.
Received: The receipt of the items on the inbound order line is confirmed.
The actual quantity, date, and time are registered. You can take further steps
to store the goods in the warehouse or move the goods to the inspection
location, if inspections are included in the inbound warehousing procedure
allocated to the inbound order line. If required, you can carry out a receipt
correction.
Advised: Inbound advice is generated for the inbound order line. This status
occurs after the order line receipt is confirmed and, if an inspection procedure
is applicable, after the goods are approved.
Put Away: The inbound order line obtains this status in these situations:
-
The items on the inbound order line are put away in storage and the
inventory is updated.
The items on the inbound order line are moved to an inspection location
and must be inspected. The application has created an inspection record
in the Warehouse Inspections (whinh3122m000) session.
After inspection, the approved goods of the inbound order line are put
away in storage and the inventory is updated.
Outbound Line Statuses

A warehousing order for outbound lines has these possible statuses:
Open: The outbound order line is just planned. No actual data is assigned
yet.
Advised: Outbound advice is generated for the outbound order line.
Released: The outbound advice of the outbound order line is released.
To be Inspected: The items on the outbound order line must be inspected.
Staged: The shipment for the goods listed on the outbound order line is
prepared and the items are ready for shipment.
Shipped: The items are shipped.
2-27
Warehousing
Inbound Order Lines

Inbound movement of goods is initiated and/or controlled by a warehouse order
with a warehouse order transaction type of Receipt, Transfer, or Item Transfer.
The inbound procedure can consist of:
Receipt Procedure (Receipt and/or Inbound): Receiving is registering the
goods that arrive at a warehouse. It also implies actually inbounding the
goods. This is the process of moving inventory that is received into a
warehouse. An important element of the inbound procedure is the inbound
advice. This advice shows which warehouse or in which location the received
goods should be stored.
Inspection Procedure (Inspection and/or Inbound): Inspecting is verifying
whether you received the right quantity and quality of the goods.
Figure 2 - 3: Inbounding Bringing Goods into a Warehouse

In addition to maintaining inbound order lines, you can create and modify the
activities that control the way the order lines are processed. The inbound order
lines contain planned and actual data about the receipts. When the goods arrive,
the actual data can be maintained. Based on the actual information, the inbound
advice can be generated or manually defined.
You cannot add inbound order lines to (or remove inbound order lines from)
warehousing orders that are generated.
2-28
\\ Warehouse Management \ Warehouse Orders \ Inbound Order Lines

(whinh2110m000)
Inbound Order Lines

Field
Description
Order (first field)
The origin of the warehousing order.
Order (second
field)
The warehousing order number. If the order is generated by

another package, this number will correspond with the original
order number.
Order (third field)
The order set, which groups order lines of the same order together
according to these attributes:
Ship-from partner
Ship-to partner
Ship-from address
Ship-to address
Carrier
Shipping date
Original company
Order Line
The position number. If you manually create a line, you can

generate a default position number with the Step Size for Lines
parameter within the Inventory Handling Parameters
Ordered Quantity
Line Status
The status of the warehousing order line.
Activity
The next activity that you must carry out for the inbound order line.
Line Activities
Determines that activities exist for the inbound order line. These
activities are defaulted from the warehousing procedure defined
for the order header of the inbound order line.
2-29
Warehousing

Outbound movement of goods is initiated and/or controlled by a warehouse order
with a warehouse order transaction type of Issue, Transfer, or Item Transfer. The
outbound procedure can consist of:
Outbound Procedure (Outbound and Inspection): Outbounding is the
process of retrieving/picking goods from the warehouse and preparing them
for shipment. An important element of the outbound procedure is the
outbound advice. Advice determines which warehouse/location the inventory
must be taken from.
Shipment Procedure: Provides confirmation that the goods are removed
from the warehouse and are properly shipped. Shipping documents, such as
the Bill of Lading, can be printed as well.
Figure 2 - 4: Outbounding Moving Goods out of a Warehouse
2-30
\\ Warehouse Management \ Warehouse Orders \ Outbound Order Lines

(whinh2120m000)
Sub-session: Outbound Order Lines (whinh2120m000)
Order Data
Outbound Order Lines (Order Data tab)

Field
Description
Item
The item code of the item to be inbounded or outbounded.
Quantity Ordered
(Group box)
2-31
Warehousing
Field
Order Price
Description
The price of one item to be received in the warehouse.
You can only specify or modify the order price if the Use
Warehouse Order Price check box in this session is selected. If
the Use Warehouse Order Price check box is not selected, no
order price is specified in the current field. However, if the
inbound order line has a WIP transfer, an order price is specified
which you cannot modify. The order price for a WIP transfer is
retrieved from the Shop Floor Control module in Manufacturing.
If you have a transfer between two warehouses, an order price
is specified which you cannot change. The order price is
retrieved from the related outbound order line.
Create a Warehouse Order

You can manually create warehouse orders in the Warehousing Order
\\ Warehouse Management \ Warehouse Orders \ Warehousing Order
(whinh2100m100)
To create a warehouse order:
2. Choose your desired order origin within the Order field. A manually created
warehousing order can have these order origins: Sales (Manual), Purchase
(Manual), Service (Manual), Maint. Sales (Manual), Maint. Work (Manual),
SFC Production (Manual), Transfer (Manual).
3. Choose the appropriate transaction type within the Transaction Type field
according to your order origin.
4. Choose your desired office within the Office field to handle the warehouse
order.
5. Enter the proper Ship-From (Group box) and Ship-To (Group box)
information.
6. Save but do not exit the session.
7. For your warehouse order lines, from the Inbound Lines or Outbound Lines
tab, click the New icon.
2-32
8. Enter the inbound and or outbound order line information (Order Line, Item,
Ordered Quantity fields, etc.) to receive, issue, or transfer.
Warehousing Order
2-33
Warehousing
Exercise: Create a Warehousing Order

Create a manual purchase order to purchase new monitors from ABC Supplier.
Warehousing Order (whinh2100m100)
Field
Input Value
Order
Purchase (Manual)
Transaction Type
Receipt
Ship-From (Group box) Code

Business Partner
SUP000006
Ship-To (Group box) Code

Warehouse
XXWAR1 (Replace XX with your initials)
Delivery Date
Todays date
Item
MON (Monitor)
Ordered Quantity
10
Easy Entry Warehousing Order

To assist in the simple entry of a warehousing order the Easy Entry Warehousing
Order (whinh2202m000) session is available. Use this session to easily create a
warehousing order with a single order line and with one of these order origins:
Sales (Manual)
Service (Manual)
Maint. Sales (Manual)
Maint. Work (Manual)
SFC Production (Manual)
Transfer (Manual)
Purchase (Manual)
To create a warehouse order with more than one order line, use the
Warehousing Orders (whinh2100m000) session.
After you create a warehousing order and an outbound order line and/or an
inbound order line, information on the new warehousing order is printed on a
report and/or an error is printed on a report.
2-34
You can only create a warehousing order for an item of one of these item types:
Purchased or Manufactured. You can also automatically process the activities
when creating an easy entry warehousing order. The inbound activities can be
automatically processed up to and including the confirmation of the receipt in the
Warehouse Receipts (whinh3512m000) session. You must manually carry out all
specified inbound activities that follow the Warehouse Receipts
(whinh3512m000) session in the warehousing-order type. The outbound
activities are all automatically processed.
You cannot create warehousing orders for a project with the Easy Entry
Warehousing Order (whinh2202m000) session.
\\ Warehouse Management \ Warehouse Orders \ Easy Entry Warehousing
Order (whinh2202m000)
General
Easy Entry Warehousing Order (General tab)
2-35
Warehousing
Field
Description
Order
The origin of the order.
Transaction
Type
A classification that is used to determine the type of inventory

movement. These inventory transaction types are available:
Issue: From warehouse to other entity than warehouse.
Receipt: From entity other than warehouse to warehouse.
Transfer: From one warehouse to another.
WIP Transfer: From one costing work center to another.
Office
The department for handling warehousing orders.

These order origins and department types are available:
Sales (Manual) and Sales Office
Purchase (Manual) and Purchase Office
Service (Manual) and Service Department
SFC Production (Manual) and Work Center
If the order origin is Transfer (Manual), this field is disabled.
Item
2-36
You can only enter items of the type Purchase and Manufacturing.
Miscellaneous
Easy Entry Warehousing Order (Miscellaneous tab)

Field
Directly
Process
Created Orders
Description
If this check box is selected, warehousing orders entered in this
session are automatically processed according to the activities as
specified for the warehousing order type.
If this check box is not selected, you must manually carry out the
activities as specified in the warehousing order type for warehousing
orders entered in this session.
Rush Order
An order that must be executed as soon as possible and that usually

requires special terms of payment and delivery.
2-37
Warehousing
Create an Easy Entry Warehousing Order

You can easily create a warehousing order with a single order line and with one
of several possible order origins in the Easy Entry Warehousing Order
\\ Warehousing Management \ Warehousing Orders \ Easy Entry
Warehousing Order (whinh2202m000)
To create an easy entry warehousing order:
1. Select an applicable order origin for the Order field.
2. Choose an appropriate value for the Transaction Type field.
3. Select a valid office in the Office field for handling the warehouse order.
4. Enter your item code within the Item field and the quantity to issue or receive
in the Quantity Ordered in Order Unit field.
5. Enter an applicable ship from and ship to code in the Ship-From (Group box)
Code and Ship-To (Group box) Code fields.
6. Enter a value for the Planned Delivery Date and Planned Receipt Date fields
including the time.
7. Click the Create button to create the order. If the Directly Process Created
Orders check box is selected (from the Miscellaneous tab), the inventory
must be on hand before it can be issued. Otherwise a report will print with
information on the warehouse order created.
2-38
General
Easy Entry Warehousing Order (General tab)

2-39
Warehousing
Exercise: Create an Easy Entry Warehousing Order

Create an easy entry warehousing (sales) order for monitors.
Easy Entry Warehousing Order (whinh2202m000)
General tab
Field
Input Value
Order
Sales (Manual)
Transaction Type
Issue
Office
EU2-01
Item
MON
Quantity Ordered in Order Unit
Ship From (Group box) Code Warehouse
XXWAR1 (Replace XX with your

initials)
Planned Delivery Date
Todays Date
Ship-To (Group box) Code Business Partner
CUS000003
Planned Receipt Date
Today Date
Easy Entry Warehousing Order (whinh2202m000)

Miscellaneous tab
Field
2-40
Input Value
Order Type
SE2
Order Series
SOM
Directly Process Created Orders
Leave blank
Lesson Review
In this lesson, you learned about:
The purpose and function of warehouse order types.
Creating warehouse procedures and their related activities.
Creating warehouse order types.
Several types of warehouse orders available.
Creating and executing warehouse orders and easy entry warehouse orders.
2-41
Warehousing
Review Questions
1. Warehousing Procedures and Order Types must be set up before any
transactions can be processed.
A. True
B. False
2. You must create Warehouse Order Types before you can define
Warehousing Procedures.
A. True
B. False
3. Inventory transaction types determine the kind of warehousing procedures
that you can link to a warehousing order type. Which inventory transaction
type is used for inventory movements from one costing work center to
another?
A. Receipt
B. Issue
C. Transfer
D. WIP Transfer
4. Warehouse Orders control the movement of goods only within the:
A. Enterprise Planning package
B. Manufacturing package
C. Warehouse Management package
D. Order Management package
5. Warehousing orders can only be created within the Warehouse package.
A. True
B. False
2-42
6. You can create a simple warehouse order for multiple order lines using the
Easy Entry Warehousing Order (whinh2202m000) session.
A. True
B. False
2-43
Warehousing

1. A (True)
2. B (False) You must create Warehousing Procedures before you can define
Warehouse Order Types.
3. D
4. C
5. B (False) Warehousing orders can be manually created within the
Warehouse package or generated from other modules, such as Purchasing,
Sales, or Shop Floor Control. For warehouse orders originating from other
packages, you can only modify the data.
6. B (False) To assist in the simple entry of a warehousing order the Easy Entry
Warehousing Order (whinh2202m000) session is available. Use this session
to easily create a warehousing order with a single order line.
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3
Order Processing
Every inventory transaction in Warehouse Management is initiated and controlled
by a warehouse order. From a simple transfer to a complicated receipt, one or
more warehousing orders control the movement of inventory and account for it.
procedure to handle inventory transactions, but for individual warehousing orders
or warehousing order lines you can adjust the default procedure.
When a Warehouse Order with a transaction type of Receipt is generated by the
software or created manually a receiving process begins. The receiving process
is also known as Inbounding. When a Warehouse Order with a transaction type
of issue is generated by the software or created manually the issuing of goods
process begins which is also called Outbounding.
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Warehousing
Lesson Objectives
Maintain incoming shipment notices.
Print goods received note.
Create new receipts or select existing receipts for processing.
Modify or view receipt details.
Identify receipt and inspection procedures.
Complete receipt and inspection procedures.
Outbound the individual lines of a Warehouse Order.
Generate and release an Outbound Advice.
Generate and produce a Picking List.
Record approvals and rejections for Inspection items.
Describe the Shipment Process.
Confirm a shipment or load.
Print the documents for shipment, including Bills of Lading, Packing Slips,
and Packing Lists.
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3 Order Processing
Receipts and Inbounding

Throughout the system, orders are created in various packages or modules
(Sales, Purchasing, Service, Production, etc.). However, whenever goods are to
be received within a warehouse, a Warehouse Order must be generated which in
turn will control the receipt and inbound of goods. Order Management, Service,
Production, Warehousing, Sales (Returns), Purchase Orders, and schedules will
generate a warehouse order with a transaction type of Receipt requiring
inventory to be received into a warehouse. When a Service Order is generated
that requires the receipt of goods, or when a Production Order is completed, the
system will generate a warehouse order to handle the transaction of goods. In
addition, a number of transactions can be created manually in the Warehousing
package.
Figure 3 - 1: Inbound Process

Depending on the origin of an order, different procedure steps (activities) can be
taken. The standard activities and sequence of a receipt is listed as:
Print Goods Received Note (whinh3412m000) - Optional
Warehouse Receipts (whinh3512m000) - Mandatory
Generate Inbound Advice (whinh3201m000) - Mandatory
Put Away Inbound Advice (whinh3203m000) - Mandatory
Generate Storage List (whinh3415m000) - Optional
Storage List (whinh3525m100) Optional
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Warehousing
The Flow: Receipts and Inbounding

Start
Maintain incoming shipment
notices
Shipment Notices
(whinh3100m000)
Print goods received note
Print Goods Received Note
(whinh3412m100)
Create new receipts or select
existing receipts for processing
Warehouse Receipts
(whinh3512m000)
Modify or view receipt details
Receipt Lines
(whinh3112s000)
Orders waiting for receipt
Expected Orders
(whinh3822m000)
End
Maintain Incoming Shipment Notices

An ASN (Advance Shipment Notice) provides details of shipments that are about
to arrive. ASNs can make the receipt process much more efficient. Instead of
having to scan an entire conveyance, warehouse personnel can receive a
shipment against a previously received ASN. Therefore, the use of ASNs makes
the receipt process faster and less prone to error. You can view and maintain
ASNs in the Shipment Notices (whinh3100m000) session.
The ASN header contains information about the conveyance, shipper, supplier,
and time of arrival. ASNs can be received by EDI or scheduled manually. ASNs
that you add manually obtain the Scheduled Manually status.
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3 Order Processing
Text can be added to ASNs that have the status Scheduled or Received, but
cannot be modified.
This session lets you select ASNs with a status of:
Scheduled Manually
Scheduled
Received
\\ Warehouse Management \ Receipts/Inspections \ Shipment Notices
(whinh3100m000)
Shipment Notices
Field
Description
Ship from Business Partner
The business partner that ships the ordered goods to

your organization. This usually represents a suppliers
distribution center or warehouse. The definition includes
the default warehouse at which you want to receive the
goods and if you want to inspect the goods, the carrier
that takes care of the transport, and the related buy-from
business partner.
Shipment
The advance shipment notices number.

If an ASN is received, the ASNs number is the first free
number of the series that is specified in the Series for
Inbound field of the Inventory Handling Parameters
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Warehousing
Field
Description
Status
The advance shipment notices status:

Prepare: A shipment is created for the ship-to
business partner and a message must be created in
EDI.
Scheduled: The ASN is created by EDI and the
goods have not yet been received.
Scheduled Manually: The ASN is created manually
and the goods have not yet been received.
Received: The goods on the ASN are received.
Confirmed: SSA ERP has prepared a message in
EDI, therefore the ASN can be generated and sent
to the receiver of the goods.
Sent: The ASN is sent successfully.
Disapproved: An error notification to the effect that
something went wrong with the ASN is received in
EDI. It depends on the EDI setup whether the error
message is displayed as EDI Text.
Direct Delivery
If this check box is selected, the ASN includes direct

delivery or project delivery lines.
The planned delivery date.
To maintain incoming shipment notices:

1. Select the New icon.
2. Enter values for Ship-from Business Partner, Warehouse, and any other
appropriate fields.

A goods received note (Receiver) is a document listing expected items and
quantities. Dock personnel use these notes to compare against Packing Lists or
Packing Slips from the supplier or supplying warehouse.
A Goods Received Note allows you to record the item quantities received at the
warehouse. The expected quantity is printed on the note. After you have
recorded the actual receipts on the note, you can use it to enter receipts in the
Receipt Lines (whinh3120s000) session.
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\\ Warehouse Management \ Receipts/Inspections \ Print Goods Received

Note (whinh3412m100)

Field
Description
From & To Planned Receipt Date and Time.
Order Origin
From & To Order Origin.
Order
From & To Order Number.
Ship-from Business Partner
From & To Ship-from Business Partner.
Note in Own Language
If this check box is selected, the goods received note is

printed in the language determined in the users
installation parameters.
If this check box is cleared, the goods received note is
printed in the language determined in the originators
installation parameters.
Subcontracting
Components
If this check box is selected, only goods received notes

for the subcontracting components prints.
If this check box is cleared, only goods received notes
for the manufactured item prints.
Space for Notes
If this check box is selected, space for notes on the

printed goods received note is reserved.
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Warehousing
If the Goods Received Note includes customized items, project details are also
printed, such as:
Project code
Allocated quantity
Production order for which the quantity is intended
If the Purchase Order is the result of purchase advice for a sales order, then
these items are also printed on the Goods Received Note:
Sales order number
Reference
Position number
When the order contains a subcontracting item, these items are also printed:
Production order number
Project code and description
Manufactured item and description
Operation number
Task code and description
The text linked to the operation number
The Goods Received Note is used to update the warehouse with information
regarding the expected receipt.
Printing a Goods Received Note

The first step in the receiving process is to Print the Goods Received Note. This
is not a mandatory activity unless it is checked applicable in the Activities by
Warehousing Order (whinh2104m000) session. Print the Goods Received Note
as late as possible, to include order lines that might be added later. This prevents
more than one note being printed for the same order.
\\ Warehouse Management \ Receipts/Inspections \ Print Goods Received
Note (whinh3412m100)
To print a goods received note:
1. Enter a range of Planned Receipt Dates, Order Origin, Order, etc. for
which you want to print a goods receive note.
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3 Order Processing
2. Check the desired options such as printing the note in your own language.
3. Check the desired print options such as printing space for notes and the
number of desired copies.
4. Click the Print button to print the report.
5. Select the order in which you would like the report to be printed (by order and
warehouse or by order).
6. Click OK.
7. Select the Device (printer) to print the report and select continue.
Warehouse Receipts
In the Warehouse Receipts (whinh3512m000) session, you can create new
receipts for incoming goods or select existing receipts for further processing. You
can also manually add a new receipt with a new receipt number. Expected Order
Lines can be linked to a receipt to make the connection between what you expect
to receive and the items you are actually receiving. Order Lines that have not
arrived at the Receiving dock can also be linked to a receipt. This enables linking
of multiple lines from single or different Business Partners and provides a link for
what is expected to arrive and what is actually received. After entering the receipt
quantity and details for a new receipt, the receipt must be confirmed before it is
eligible for further processing.
When you confirm a receipt or receipt line, the system:
Updates the items on hand quantity in the receiving warehouse. Also the
packing structure data and reusable packaging items inventory is updated.
Balances the negative inventory with the received quantity.
Updates the package or module from which the receipt originated, with the
receipt line information.
Sends a discrepancy notice to the supplier if the received quantity is not
equal to the shipment-notice line quantity. The discrepancy notice is only sent
if shipment notices are used.
Carries out logistic transactions and financial transactions.
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Warehousing
Creates an approval line in the Warehouse Inspections (whinh3122m000)

session if the received items must be inspected.
Automatically generates inbound advice for the receipt (line) if the Generate
Inbound Advice (whinh3201m000) session has been flagged as an
automatic activity in the receipt procedure.
Logs the result of the receipt process in the Receipt Message Log
(whinh3530m000) session. Both error messages and information messages
will be logged.
\\ Warehouse Management \ Receipts/Inspections \ Warehouse Receipts
(whinh3512m000)
Receipt
Warehouse Receipts (Receipt tab)

Field
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Description
Receipt Number
The number identifying the current receipt. The individual orders

and order lines are linked to this receipt number. This number is
system generated based upon the defaults in the Inventory
Handling Parameters (whinh0100s000) session.
Receipt Date
The date on which the receipt header is created.
3 Order Processing
Field
Description
Confirmed
If this check box is selected, the receipt line is confirmed. You

cannot amend a confirmed receipt line.
If this check box is not selected, the receipt line is not confirmed.
You can amend an unconfirmed receipt line.
The check box selection determines that the confirmations have
occurred, but does not mean that confirmation of the receipt line is
required.
Inspection
Determines if the item requires an inspection procedure using the

Warehouse Inspections (whinh3122m000) session. This field does
not identify whether the inspection has occurred, rather it
determines if inspection is required.
Register Warehouse Receipts

The next step in the process is to register the receipt of the goods. This is a
mandatory activity and must be completed and confirmed to register goods in the
warehouse.
(whinh3512m000)
To register warehouse receipts:
1. Click the New Group icon to obtain a new receipt number.
2. Select the Add Expected Order Lines Icon.
3. Select the desired line to receive and select the Add to Receipt icon.
5. The selected line will now be attached to the receipt. Highlight the line to
open the Receipt Lines (whinh3112s000) session.
6. Verify/change the Quantity, Packing Slip Quantity, and input the Packing
slip number if desired.
7. Final Receipt will be checked automatically if the full expected quantity
equals the receipt quantity. Otherwise you must select this check box to allow
the difference to be resolved in the Purchase Control module (i.e.
backorders).
8. If desired, enter the To Location destination from the Item, Location tab.
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Warehousing

10. Select the Confirm Receipt icon to confirm all lines of the receipt or select
the Confirm Receipt Lines icon to confirm the highlighted receipt line.
Receipt Lines
Once an order line has been added to a receipt the details of the receipt can be
modified or viewed in the Receipt Lines (whinh3112s000) session. The
information defaults to the lines from the order header and item information.
Quantity and location information default from the order line. If the Business
Partner supplying the goods included a packing slip with the shipment, the
packing slip number can be recorded, linking the receipt number with the supplier
packing slip.
Another feature is the Split Order Line. Splitting a receipt line allows the creation
of additional receipt lines for the receipt item. The original receipt line is retained
but the receipt can be split into multiple lines each having different delivery dates
and quantities.
Business Example
Purchase orders are created for items received throughout the year, also called
blanket orders. The purchase order line indicates 1200 total pieces will be
purchased, but only 100 per month will be shipped. By splitting the Receipt line,
each shipment can be treated as a single complete receipt, and each split line
can have an expected delivery date.
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3 Order Processing

(whinh3512m000)
Sub-session Receipt Lines (whinh3112s000)
Receipt Line
Receipt Lines (Receipt Line tab)

Field
Description
Quantity
Enter the unit of measure and quantity received in this field. The
ordered quantity defaults but can be changed to reflect the actual
receipt quantity.
Packing Slip
Quantity
Quantity on the packing slip from the Ship-from business partner

(defaults).
Receipt Date
Date that the goods were received.
Package
Definition
The different levels of packaging distinguished for one item or item

group.
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Warehousing
Field
Description
Final Receipt
If this check box is selected, this is the final receipt. If the received
amount is different from the expected amount, the difference must
be resolved in the Purchase Control (PUR) module using the
quantities passed to Purchase Control (PUR) by Inventory
Handling (INH) after the receipt is confirmed.
Otherwise this is not the final receipt. After defining the received
quantity, SSA ERP generates a new sequence number for the
remaining quantity.
Complete
If this check box is selected, the receipt of the goods on the receipt
line is completed.
Item, Location
Receipt Lines (Item, Location tab)
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3 Order Processing
Field
Description
Inventory Date
A date that is assigned to items when they are stored. You can
use inventory dates to retrieve items based on FIFO (First In First
Out) or LIFO (Last In First Out), without carrying out extensive lot
control.
The meaning of the inventory date is connected to the outbound
priority of LIFO, FIFO, or the product expiry date of the item.
With outbound priority LIFO or FIFO, the default for the inventory
date is the system date; however, you can overwrite this so that
the inventory date does not have to be equal to the storage date. If
the item has a particular shelf life, the inventory date is the product
expiry date defined for the item.
Warehouse
The warehouse in which the items are received.
Location
The receipt/inspection location where the goods are received.
Business Example
You expect to receive 100 pieces of a purchased bolt from a supplier. On the
packing list from your supplier, you notice that 90 pieces is the actual shipped
quantity. In the Receipt Lines (whinh3120s000) session, you change the receipt
quantity from the default quantity (100 pieces) to 90 pieces. Select the Final
Receipts check box, because the 10 missing pieces will not be delivered at a
later date.
Expected Orders
The Expected Orders (whinh3822m000) session contains all the orders waiting
for receipt. The summary information is displayed and you can mark and link the
expected order line to a receipt. You can also zoom to the Expected Shipments
(whinh3821m000) session. This session can be sorted by order origin, order, line
and sequence or by item, order origin, order, set, line, and sequence. The shipfrom Business Partner is displayed along with the expected quantity and order
type and number.
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Warehousing

(whinh3512m000)
Sub-session Expected Orders (whinh3822m000)
Expected Orders
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3 Order Processing
Inspecting Goods
There will be occasions when your company will want to inspect goods that have
been received into your warehouse. For example, your purchasing department
has placed an order with a new supplier. In order to evaluate the quality of this
new suppliers work, initial shipments must be thoroughly inspected. The
Inspection Process may also be used to monitor a supplier with a history of
quality problems. It may also be used to check the quality of the first few
shipments of a new item being supplied by a trusted supplier.
Inspection Procedures can be specified and established for an item and/or a
supplier. Inspections require a variation to the receipt procedure, because after
receipt incoming inventory must be inspected and approved. This variation allows
users to inspect and approve quantities of inventory items that may be less than
the total amount received. The completion of the Inspection Procedure can
produce these results:
The generation of new Inbound Advice to move inventory from the inspection
locations to normal inventory locations.
The rejection of a portion of received goods due to poor quality. This results
in registering and Inbounding quantities of inventory items less than the
received quantity.
The updating of Purchasing (PUR), General Ledger (GLD), and PTC (Quality
Management) modules, reflecting the Receipt and Inspection results as well
as changes in inventory levels and valuation.
To enable received goods to be inspected in Warehouse Management, you must
set up the data as:
Your warehouse must have a location of the Inspection type.
An inspection procedure must be specified for the warehouse order lines of
the received goods. The first activity of the inspection procedure must be
Warehouse Inspections (whinh3122m000).
For purchased items, the Inspection check box on the Purchase Order Line
(tdpur4101s000) session must be selected.
After receipt, the software checks whether Quality Management applies to the
item, the order, and/or the supplier. If so, the inspection is carried out by Quality
Management and the inspection results are reported in the Warehouse
Inspections (whinh3122m000) session. If Quality Management inspection is not
mandatory you carry out the results of the inspection by approving or rejecting
the goods in the Warehouse Inspections (whinh3122m000) session.
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Warehousing
Warehouse Inspections
The Warehouse Inspections (whinh3122m000) session is used to select
individual inspection orders for subsequent approval or rejection of received
goods. The records in this session are created after the received quantities are
inbounded from the receipt location. In case of a warehouse with locations, you
inspect the goods at the inspection location. The quantity to be inspected is
equivalent to the quantity received in the warehouse during the receipt process.
Yu can perform multiple inspections on a receipt line, which allows you to give
various reasons for a receipt rejection. This also allows you to put away
approved goods without waiting for the entire order to be inspected.
An adjustment order is generated for any rejected quantity if no reject location is
present. If a reject location is present, the rejected goods are put in this location.
\\ Warehouse Management \ Receipts/Inspections\ Warehouse Inspections
(whinh3122m000)
Warehouse Inspections (Warehouse Inspections tab)

Field
Receipt
3-18
Description
The identification of the receipt attached to the order for which the
current inspection is created.
3 Order Processing
Field
Description
Inspection
The sequence of the inspection for the inbound or outbound

advice.
Item
The item code to be inspected.
To be Inspected
The quantity of goods to be inspected.
Warehouse
The receiving warehouse.
Location
The inspection location.
Advice
The sequence number of the inbound advice or outbound advice.

You can generate more than one advice for each warehouse order
line. Each advice obtains a sequence number depending on the
sequence in which the advice is generated.
Quantities
Warehouse Inspections (Quantities tab)

Field
Description
Approved
The quantity of items approved by the inspection.
Destroyed
The quantity of items that was destroyed during inspection,

expressed in the inventory unit. The destroyed quantity is part of
the approved quantity and is removed from the inventory.
Rejected
The quantity of items rejected by the inspection.
Advised
The quantity for which an inbound advice is generated.
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Warehousing
Field
Put Away
Description
The inspected quantity that is put away. The approved quantity is
put away in inventory. The rejected quantity is put away in the
reject location.
You can inspect all of the quantity selected, or choose to inspect only some of
the received quantity. Enter the quantity approved and/or the quantity rejected.
For rejected quantities, you must record a reason code indicating why the
rejection occurred.
If lot control is used and the item is lot controlled by unit, only one item can be
approved each time the session is entered. For example, if the order consists of
10 items requiring inspection, the Inventory Inspection Data (whinh3122s000)
session will need to be accessed for EACH items approval. Lot control by Unit
items do not allow approval of all items together.
Inspect Warehouse Receipts

\\ Warehouse Management \ Receipts/Inspections\ Warehouse Inspections
(whinh3122m000)
To inspect warehouse receipts:
1. From the Warehouse Receipts (whinh3512m000) session, use the Group
icons to find the Receipt number.
2. From the Specific menu, select Inspections and then Warehouse
Inspections.
The Warehouse Inspections (whinh3122m000) session is now open.
3. Highlight the line to be inspected, by selecting the Go to Details icon, next to
the line.
4. Enter the Quantity in the Approved or Rejected fields.
6. From the Warehouse Receipts (whinh3512m000) session highlight the line
icon to approve the quantity
items inspected and select the Approve
inspected. The line will be approved and will no longer be visible.
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3 Order Processing
Storage and Put Away

Storage Lists
A Storage List is a document that states the warehouse and locations where
goods are to be stored. Warehouse personnel use storage lists to place the
received items in the right location within the warehouse.
Storage lists can be used in combination with, or as a replacement for, Generate
Inbound and Put Away Inbound. When a Storage List is printed after Generating
Inbound, the locations and the sequence of locations can be entered enabling
efficient Put Away of goods.
Sort Options for Picking / Storage List

Use the Sort Options for Picking/Storage List (whinh4103m000) session to enter
the fields used to generate the (inbound) storage list and the (outbound) picking
list in a user-defined sequence.
\\ Warehouse Management \ Warehouse Master Data \ Miscellaneous \ Sort
Options for Picking, Storage List (whinh4103m000)
Sort Options for Picking/Storage List
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Warehousing
Field
Description
Usage
This field indicates whether you can use the sort field on the (inbound)
storage list or the (outbound) picking list. If the sort field can be used on
both inbound and outbound lists, it must be entered twice.
Table Field
A field of one of several tables. These fields can be used to specify the
sort order for the picking list in the Generate Picking List
Runs
Use the Runs (whinh4500m000) session to create batch numbers to use in the
outbound and inbound sessions. Run numbers can be used to group warehouse
orders or lines, for example: by origin, user, or office. A run can be manually
created or automatically generated if the generation of the advice or list is
automatically carried out according to the warehouse procedure. The
automatically created runs contain date and user login information.
Runs are used in these sessions:
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3 Order Processing
\\ Warehouse Management \ Inbound \ Runs (whinh4500m000)
Runs
Field
Description
Run
Run Number (a code assigned to a group of warehouse orders

lines when they are advised or maintained.)
Usage
This field indicates whether the run is inbound or outbound
User
The logon name of the user who generated the

inbound/outbound advice.
List Printed
If this check box is cleared you can still add or remove order
lines. If this check box is selected, the final list is printed; you
cannot make further changes. The run can be reused, after all
lines of the run are confirmed.
Last Change Date
The last date on which this run was used to generate an

outbound advice.
The Flow: The Receiving Process

The Receipt procedure has 3 mandatory activities, which include the Warehouse
Receipts (whinh3512m000), Generate Inbound Advice (whinh3201m000) and
Put Away Inbound Advice (whinh3203m000). The other activities mentioned are
optional and may become mandatory depending on the user defined order type
that is linked to each warehouse order. Receipt order processing is flexible and
allows you to adjust the procedure for individual orders if desired and also allows
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Warehousing
for automation of activities. The Receiving Process uses this process flow when
all the activities are selected for the receipt procedure.
Start
Make sequence of putting goods
away more efficient
(whinh3415m000)
View and put away generated
storage list
Storage List
(whinh3525m100)
Move the received goods from the
receipt location to the inspection
location
(whinh3201m000)
Put away the inbound advice
(whinh3203m000)
End
Generate Storage Lists

You can use a storage list to make sequence of putting goods away more
efficient. The Storage List can be prioritized so items are advised for put away in
a logical method, based on the warehouse layout. You can specify the reporting
criteria and the sort sequence for the storage report.
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\\ Warehouse Management \ Inbound \ Generate Storage List

(whinh3415m000)

Field
Description
Run
Run number of the storage list to be generated.
Selection Range
Enter the selection criteria used to put away Inbound

advice.
Table Field (Sorting Tab)
The name of the table based on which the storage list

will be sorted.
Description
If this check box is selected, the table field is sorted in

descending order.
If this check box is cleared, the table field is sorted in
ascending order.
New Mission
If this check box is selected, a new storage mission is

generated for each occurrence of the value of the Table
Field.
To generate the storage list:

The storage list works with the inbound advice to assist the user in putting the
goods into the correct storage locations. It is not mandatory to use a storage list
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Warehousing
warehouse order processing. However, if the storage list is listed as applicable in

the warehouse order procedure it must be printed and released.
1. Use the Browse icon to select the appropriate Run number used during the
inbound process. This will populate the appropriate order number in the
range of order numbers fields.
2. Select the fields to base the sort sequence for the report from the Storage
List Sort (Group box).
3. Click the Generate tab.
4. Select a Device to print the list.
Storage Lists
You can view and put away generated storage lists in the Storage List
After you generate a storage list, you may want to display and maintain it. The
document can be printed for warehouse personnel to use when putting inventory
away.
The Storage Lists are grouped by run number and storage mission. Employees
who store the goods can use the printed storage list to put away the goods. If you
want to print the storage lists, select Print from the File menu.
Confirming the storage list puts away the advice line.
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\\ Warehouse Management \ Inbound \ Storage List (whinh3525m100)
Storage List
Inbound Advice
Inbound Advice is a system recommendation of where received goods must be
stored, taking into account storage conditions, blockings, and so on. Therefore,
an individual advice line might read as follows: Take 10 pieces of item A from
location Receipt 3 and put them in location Bulk 5.
Normally, inbound advice is generated according to the warehouse procedure
defined for the warehouse order lines related to the receipt lines, inspection lines,
or handling units for which inbound advice must be created, but you can also
manually create inbound advice in the Inbound Advice (whinh3525m000)
session.
The location item data is not updated with the advice quantities until the Put
Away Inbound Advice (whinh3203m000) session is run. This session confirms
physical movement of goods has occurred, based upon the Inbound Advice, and
updates the inventory data. The inventory then reflects that the items now reside
in the advised locations.
Run numbers are a useful way to group inbound advice lines. Instead of putting
away or removing individual advice lines, you can specify a run number and
process the advice lines that you allocate to that run number.
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Warehousing
\\ Warehouse Management \ Inbound \ Inbound Advice (whinh3525m000)
Inbound Advice
There are three ways to put away an Inbound Advice:
1. From the Inbound Advice (whinh3525m000) session, select Put Away
Advice, from the Specific menu to put away an individual line.
2. To put away more than one advice line at the same time, specify a range of
advice lines using the From and To fields. Then click Put Away Advice in the
Put Away Inbound Advice (whinh3203m000) session.
3. If you have associated an advice line with a storage list, you must put away
the advice line when you confirm the storage list.
After an inbound advice has been generated it is possible to make changes to
the destination location on any inbound advice line in Inbound Advice
After you have entered your selection (for example, Run and Order number) you
click the Put Away Advice button. Putting away an Inbound Advice line means
that the physical movement of the items has taken place. This results in a
decreased on-hand inventory at the source location (i.e., the Receiving location)
and an increased on-hand inventory at the destination location (i.e., an inspection
or storage location).
3-28
3 Order Processing
If you have associated an advice line with a storage list, then the advice line is
put away when you confirm the storage list.
Put Away Storage List/Inbound Advice

The next step in the process is to put away the inbound advice or storage list if
used. If Storage List is used you must put away the inbound advice via the
Storage List (whinh3525m000) session.
\\ Warehouse Management \ Inbound \ Storage List (whinh3525m000)
To put away storage list and inbound advice
1. Use the Find icon to locate the appropriate Run/Warehouse/Storage
Mission number to be put away.
2. Highlight the line to be put away, by selecting the radio button next to the line,
and choose the Put Away Current Run icon.

Use session Generate Inbound Advice (whinh3201m000) to generate and print
an inbound advice. This session give advice about the destination location for
each receipt line or approval lines. This enables you to use an optimal put-away
sequence.
3-29
Warehousing
\\ Warehouse Management \ Inbound \ Generate Inbound Advice

(whinh3201m000)

Field
Description
Run
Runs are a useful way to group inbound advice lines. Instead of

putting away or removing individual advice lines, you can specify a
run number and process the advice lines that you allocate to that
run number.
Selection Range
(Group box)
Enters the selection criteria to be used to generate inbound

advice.
Detailed Inbound
Advice Log
Prints a shortage list for any items that cannot be allocated.

The inbound advice must be put away to register the goods into the advised
source location. You can use the Put Away command in the Inbound Advice
(whinh3525m000) session to put an individual advice line. Yu can also put away
a range of advice lines by using Put Away Inbound Advice (whinh3203m000)
session. If the advice line is associate with a storage list, confirming that storage
list puts away the advice line. You can view and put away the storage list in the
Storage List (whinh3525m100) session.
3-30
3 Order Processing
Once the Inbound Advice Line is put away, the physical movement of the items
results in these changes:
The inventory on hand at the source location is decreased and the available
capacity of the source location is increased.
The inventory on hand at that destination location is increased and the
available capacity is decreased.
The allocated inventory at the source location is decreased.
The inventory on-order at the destination location is decreased.
Generate & Put Away Inbound Advice

Once the goods have been inspected they must be moved from the inspection
location to a storage location within the warehouse.
\\ Warehouse Management \ Inbound \ Generate Inbound Advice
(whinh3201m000)
To generate and put away inbound advice:
1. Tab through the Run number, and select the desired Order Origin, Order,
and etc. range to generate an inbound advice.
2. Click on the Advise button to generate the advice.
3. A message will appear indicating that the run number does not exist and if
you want to create it now. Select Yes to create this run number.
Exercise: Create an Easy Entry Warehouse Purchase (Manual) Order

Create an easy entry warehouse purchase (manual) order for item MEM.
Warehousing Orders (whinh2100m100)

Field
Input Value
Order Origin
Purchase Order (Manual)
Order Series
POM
Transaction Type
Receipt
Order Type
PU1
3-31
Warehousing
Field
Input Value
Office
EU2-02
Ship-From Business Partner
SUP000006
Ship-To
Todays Date
Item
MEM
Quantity
20
Today Date
Warehousing Order
Exercise: Print Goods Received Note

Print Goods Received Note (whinh3412m100)
3-32
Field
Input Value
Order Origin
Purchase Order (Manual)
Order
POM000013
From Item
MEM
To Item
MEM
3 Order Processing
Exercise: Register Warehouse Receipts

Field
Input Value
Order Line
POM000013
3-33
Warehousing
Warehouse Receipts
Exercise: Generate Inbound Advice

Field
3-34
Input Value
Order Origin
Purchase (Manual)
Order
POM000013
Line
10
Warehouse
3 Order Processing
Exercise: Put Away Inbound Advice

Field
Input Value
Order Origin
Purchase (Manual)
Order
POM000013
Line
10
Warehouse
3-35
Warehousing
3-36
3 Order Processing
Outbound Process
Order Management, Service, Production, and Warehouse Management
(purchases (returns) and sales orders, as well as schedules) will generate a
warehouse order with a transaction type of Issue when inventory needs to be
delivered from a warehouse. When a Service Order is generated that requires
the issue of goods, or when a Production Order is created, the system will
generate a warehouse order to handle the transaction of goods. In addition, a
number of transactions can be created manually in the Warehouse Management
package to issue goods from a warehouse.
Figure 3 - 2: Outbound Process

A Warehouse Order of the transaction type Issue is either generated
automatically by another package/module or manually within Warehouse
Management. Depending on the origin of the order, different procedure steps
(activities) can be taken. The standard activities and sequence of processing the
issue of goods is:
1. Generate Outbound Advice (whinh4201m000) Mandatory
2. Release Outbound Advice (whinh4202m000) Mandatory
3. Review Outbound Order Lines (whins2120m000) - Optional
4. Review Outbound Line Status Overview (whinh2129m000) - Optional
5. Generate Picking List (whinh4415m000) - Optional
6. Picking List (whinh4525m100) - Optional
7. Warehouse Inspections (whinh3122m000) - Optional
3-37
Warehousing
8. Freeze/Confirm Shipments/Loads (whinh4275m000) Mandatory

9. Print Bill of Lading (whinh4470m000) - Optional
10. Print Packing Slips (whinh4475m000) - Optional
11. Print Packing Lists (whinh4476m000) - Optional
Outbounding
Outbounding, also referred to as Deliveries, which deals with all activities that
relate to retrieving and removing goods from a warehouse and preparing them
for shipment.
The outbounding process begins when a warehouse issue order is generated by
the system or created manually. Throughout the system, orders are created for
various transactions (Sales, Purchasing, Service, Production, etc.). However,
whenever goods are to be handled within a warehouse, a warehouse order must
be generated.
Outbound movement of goods is initiated and controlled by a warehouse order of
one of these types:
Issue
Transfer
Item transfer
Assembly order
Each warehouse order, based on its origin, contains activities and information
needed for warehouse handling to complete the order outbounding. Depending
on the item (lot or non-lot) and warehouse (with or without locations), lots and/or
locations can be assigned. The order will follow a predefined procedure based
upon the activities in the order type.
Outbound Procedure
A warehouse outbound order contains outbound order lines. For an outbound
order line, you can generate an outbound advice. This system-generated advice
indicates where the inventory will be pulled from and which dock location or
shipping area to send to. Outbound advice lines are grouped together to form a
run.
3-38
3 Order Processing
Once goods have been picked, the advice is released. This moves the goods
from the storage area to the staging area (shipping dock). On the picking list,
Outbound Advice lines are grouped by run and picking mission. You can confirm
a single advice line, a picking mission, or a complete run. You can also remove
or delete an advice, a release, or the generated picking list.
Shipment lines are then created for the advice lines that have been approved.
The shipment lines can then be confirmed.
The Outbound Advice Procedure controls the issuing of inventory for all outgoing
orders. The activities listed in the Outbound Advice Procedure controls the
information and processing for the outbound of goods.
Use the outbound advice procedure to:
Physically move inventory from a warehouse to a shipment vehicle.
Print all the documentation that must accompany an order.
Update all inventory and warehouse data to reflect the new inventory
situation.
Update the relevant tables in the Service Order Control (SOC), Shop Floor
Control (SFC), Sales Order Control (SLS), and Project Scheduling System
(PSS) modules to reflect the issue of inventory (also Purchase Order Control
[PUR], if a return is involved).
Send an Advance Shipping Notice (ASN) to the Ship-to business partner to
signal the arrival of the shipment.
3-39
Warehousing
The Flow: Outbound Procedure

Start
Adjust warehousing procedure
Outbound Line Status Overview
(whinh2129m000)
Adjust warehousing procedure
(whinh2120m000)
Generate advice to pull goods for
warehousing order lines
Generate Outbound Advice
(whinh4201m000)
Contains instructions to move
items
Outbound Advice
(whinh4525m000)
Release, and optionally print,
outbound advices
Release Outbound Advice
(whinh4202m000)
Eliminate the need to open
multiple sessions to generate and
release the outbound data
Process Outbound Advice
(whinh4200m000)
Enable you to logically group
orders
Generate Picking List
(whinh4415m000)
View or modify the picking list
Picking List
(whinh4525m100)
View records flagged for
inspection
(whinh3122m000)
End
3-40
3 Order Processing

You can change the settings of the Automatic, Applicable, and Output Device
fields for an activity of an inbound or outbound order line as long as the activity is
not being carried out, which is indicated by the status of the related inbound or
outbound order line. However, there are various conditions that determine
whether you can change the settings of these fields, and which settings you can
change.
\\ Warehouse Management \ Warehouse Orders \ Outbound Order Lines
(whinh2120m000)
To adjust the warehousing procedure for an individual outbound order line:
1. Select the outbound order line for which you want to change the activities of
the warehousing procedure, by selecting the radio button next to the
outbound order line.
2. From the Specific menu, select Activities, Create Order Line Activities.
The Activities by Outbound Order Line (whinh2124m000) is now displayed.
3. Select the Applicable and/or Automatic check boxes to match these
options:
-
Print Packing Slips (whinh4475m000) Automatically Output device = D
3-41
Warehousing
Activities by outbound Order Line

Field
Description
Applicable
If this check box is selected, the activity is added to the procedure.
Automatic
If this check box is selected, the activity is carried out automatically.

You can specify whether the activities of a warehousing procedure are
carried out manually or automatically. Manually means that the user
must perform the activity using the session related to the activity.
Automatic means that the activity is carried out automatically after the
preceding activity is finished.
Output Device
For outbound activities that involve printing documents, such as

storage lists or shipping documents, select one of the output devices
available in your organization. You can define default output devices
for the documents involved in the receipt, storage, and shipping of
goods in the User Profiles (whwmd1140s000) session.
You can adjust both the outbound and the shipment procedure, because in this
session the activities for both the outbound and the shipment procedures are
displayed, if a shipment procedure is linked to the warehousing order type of the
warehousing order header.
3-42
3 Order Processing

\\ Warehouse Management \ Warehouse Orders \ Outbound Line Status
Overview (whinh2129m000)
To view or modify the outbound line status overview:
1. Highlight the desired order and select the Order Line Activities icon. This
will open the Activities by Outbound Order Line (whinh2124m000) session.
2. View or modify the activities and make them applicable to process this
scenario:
-
Print Packing Slips (whinh4475m000) Automatically Output device = D
Activities by Outbound Order Line
3-43
Warehousing
You will not be able to change the Applicable check box for Generate or Release
Outbound Advice or for Shipment confirmation.

Use the Generate Outbound Advice (whinh4201m000) session to generate
advice to pull goods for Warehousing Order Lines of the Issue type. The advice
is referred to as Outbound Advices. You can also print outbound data and a
shortage list. The shortage list indicates which items have insufficient inventory
levels to satisfy the outbound requirement.
Once an outbound advice has been generated and or maintained the goods are
hard allocated for the order. The item will be allocated in the issuing
warehouse/location and on order in the warehouse/staging location.
\\ Warehouse Management \ Outbound/Inspections \ Generate Outbound
Advice (whinh4201m000)
Shipping Selection Range
Generate Outbound Advice (Shipping Selection Range tab)
3-44
3 Order Processing
Field
Description
Run
A code assigned to group warehouse orders together, when they

are advised or maintained.
Shipping
Selection Range
(Group box)
Allows the selection of a range of delivery dates, warehouses,

ship-to-address etc. This allows you to select specific orders or a
range of orders to be processed.
Create Crossdock Orders
If this check box is selected a cross-dock order for any outbound

advice shortage will be generated. The cross-dock orders
requested quantity will be equal to the inventory shortage.
Advice
Check this box to print the outbound advice after being generated.
Shortage
Check this box to print a shortage list for any item that cannot be
allocated.
Advice Log
(Group box)
Check this box to print an advice log. In the advice log you can
view the decisions made by software to generate the outbound
advice.
3-45
Warehousing
Order Selection Range
Generate Outbound Advice (Order Selection Range tab)

Field
Description
Order Selection
Range (Group box)
You can select a range of orders or select specific orders to be

processed.
Load Plan
If this check box is selected, outbound advice is generated based

on the outbound order lines linked to the selected loads and
shipments.
To generate outbound advice:

When a warehouse order is created to issue material an outbound line will exist
containing planned data about the issues. The first step in the outbound process
is to Generate Outbound Advice (whinh4201m000), which is based on the
planned data from the Outbound Line (whinh2120m000) session.
3-46
3 Order Processing
\\ Warehouse Management\ Outbound/Inspections \ Generate Outbound

1. Tab through the run number field and take all ranges of the shipping selection
range.
2. Do not check the Create Cross-dock Orders check box.
3. On the Order Selection Range tab, select the desired Sales Order.
4. Click the Advise tab.
5. You will receive this message: Run number does not exist. Create it now?
Select YES.
3-47
Warehousing
You can track the status of the outbound line from the Outbound Line Status
Overview (whinh2129m000) session. After you generate the outbound advice,
your status line will be Advised.
Outbound Advice
An Outbound Advice contains instructions to move items to be issued from the
bulk/picking location to the shipping location of a warehouse. Therefore, an
individual line of an outbound advice might read as follows: Take 10 of item A
from location Pick3 and put them in location Staging5.
You can modify an outbound advice after you generate it in the Outbound Advice
(whinh4525m000) session. As long as the inventory is not retrieved from the
advised locations, you can maintain the advised outbound quantities. You can
change the values of the run field and the picking sequence field, as long as the
picking list is not yet printed.
Only outbound data from Warehousing Order Lines with the status of Open,
Advised, or Released can be maintained in the Outbound Advice
3-48
3 Order Processing
\\ Warehouse Management\ Outbound/Inspections \ Outbound Advice

(whinh4525m000)
Outbound Advice
Field
Description
Advice
You can subdivide the warehousing order line into one more
advice line, depending on these factors:
The number of lots that are assigned.
The number of locations that are assigned.
The inventory date.
The units.
The package definitions.
If it concerns consignment inventory or not.
If you manually create several advice lines.
From Location
The location from which you are picking the goods.
To Location
The staging Location.
Quantity Advised
The actual quantity advised, expressed in the storage unit.
3-49
Warehousing
Field
Description
Picked
If this check box is selected, the advised quantity is picked.
Consignment
If this check box is selected, the outbound advice is created to

issue not owned consignment inventory.
Release and Print Outbound Advice

Outbound is generally released after the outbound advice has been printed, the
goods have been pulled from inventory, and any adjustments in quantity or
location have been made. Once pulled, the system will move the allocated
inventory from the bulk/picking location to the staging location. The Release
Outbound Advice (whinh4202m000) session is used to release, and optionally
print outbound advices once the goods have been pulled.
\\ Warehouse Management\ Outbound/Inspections \ Release Outbound
3-50
3 Order Processing
Field
Description
Run
A code assigned to a group of warehousing order lines when

they are advised or maintained.
Print Released
Outbound Advice
If this check box is selected, the outbound advice is released

based on the load plan.
To release outbound advice:

1. Select the Run number created in the Generate Outbound Advice
2. Select the Release Advice tab to release the advice.
3. Close the session.
Process Outbound Advice

To eliminate the need to open multiple sessions to generate and release the
outbound data, use the Process Outbound (whinh4200m000) session. You can
choose Advise to generate outbound advices, which you can view in the
Outbound Advice (whinh4525m000) session. You can choose Release Advice
to release outbound advices and Direct Release to generate and release
outbound advices in one run. You can also choose to Undo the outbound
advices generation.
3-51
Warehousing
\\ Warehouse Management \ Outbound/Inspections \ Process Outbound


The Shipping Selection Range tab enables specifying the ranges of Shipping
details to choose from.
Process Outbound Advice (Shipping Selection Range tab)
3-52
3 Order Processing

The Order Selection Range tab enables specifying a range of orders/line details
to choose from.
Process Outbound (Order Selection Range tab)
3-53
Warehousing
Ordering
The Ordering tab enables you to specify the priority sequence in which orders will
allocate the goods.
Process Outbound Advice (Ordering tab)

Overview (whinh2129m000) session. After you release the outbound advice,
your status line will be Released.

Picking lists enable you to logically group orders or order lines together to ensure
materials are efficiently retrieved from inventory. Picking lists enable grouping
picks by location or zone or other logical method. Use the Generate Picking List
(whinh4415m000) session to generate and print picking lists.
These options are available when printing the picking list:
Change the sequence by entering the sort order fields in the Sort Options for
Picking/ Storage List (whinh4103m000) session.
3-54
3 Order Processing
Select one or more table fields to generate a new picking mission (a specific
picking round performed by one employee or vehicle).
Use the default values.
Reprint existing picking lists.
When you generate the picking list, you can also confirm a run, picking mission,
or separate advice lines in the Picking List (whinh4525m100) session.
\\ Warehouse Management\ Outbound/Inspections \ Generate Picking List
(whinh4415m000)
Picking List
Generate Picking List (Picking List tab)

Field
Description
All Advice Lines
If this check box is selected a previews, or reprints of all

advice lines are generated.
Actual Inventory
Quantity
If this check box is selected, the quantity that is actually in

inventory will print.
Reprint Picking Mission
Reprints the picking list.
3-55
Warehousing
Miscellaneous
Generate Picking List (Miscellaneous tab)

Field
Description
Table Field
The table field to be used for the sort process.
New Mission
If this check box is selected, a new picking mission is generated for

each picking list.
To generate picking list:

After the advice has been released you can generate a picking list to assist
warehouse personal in picking the goods for shipment.
1. Select the Run number associated with the desired outbound line.
2. Select Generate and do not check the All Advice Lines check box. All lines
associated with this run number will be generated.
3. Select the Generate tab to start generating the picking list.
3-56
3 Order Processing
4. Select the desired Sort Order of the report (Picking List by Location, Picking
List by Order, or Picking List by Load).
5. Select a Device to print the picking List report.
View Picking List

After the picking list has been generated it is possible to view or modify it by
using the Picking List (whinh4525m100) session. Once you (partially) confirmed
the picking list, you can approve or reject the picked inventory. For the approved
advice lines, a shipment line is created which you can confirm to complete the
shipment.
These commands are available for from the Picking List (whinh4525m100)
session.
Pick Current Run to confirm each advice line in the current session.
Pick Current Mission to confirm each advice line in the current picking
mission. As a result, a shipment line is created for each outbound order line
related to the picking mission.
Pick Advice to confirm that the items on the selected picking lists are
picked. As a result, a load, shipments, and shipment lines are created for the
outbound order lines related to the picking list.
Serials to link serial numbers to the items of the outbound advice line.
Remove Lines from Picking Lists to remove the selected outbound advice
from the picking list.
Remove Lines Cancel Order to remove the outbound advice for a
cancelled outbound-order line from the picking list. As a result the outboundorder line is also deleted.
Remove Current Mission to remove the current picking mission form the
picking list.
You can undo the generation of the picking list. However, you cannot undo the
confirm picking and approval activity.
3-57
Warehousing
\\ Warehouse Management \ Outbound/Inspections \ Picking List

(whinh4525m100)
Picking List
Field
Description
Run
The outbound run number.
Sequence
A sequence number used to print the picking list. Initially this is

filled with the value for the Sequence on Picking List field in the
Warehouse Location (whwmd3100s000) session, when you
generate the outbound advice. The value is changed when the
picking list is printed in another, user-defined, sequence in the
Generate Picking List (whinh4415m000) session.
Advised Quantity
The actual quantity issued, expressed in the storage unit.
To pick the picking list:

Once the pick list has been generated it must be picked to move the goods to the
staging location in the system.
1. Use the Find icon to locate the desired Pick List.
3-58
3 Order Processing
2. Place a check in the radio button next to the pick line to highlight the line.
3. Click the Pick Current Mission icon to pick this mission, which will create a
shipment line.
4. Click OK.
Overview (whinh2129m000) session. The status of your outbound line after the
picking list, is Staged.
Inspection of Goods
Use the Warehouse Inspections (whinh3122m000) session and the
corresponding Inventory Inspection Data (whinh3122s000) session to record
both approvals and rejections for inspection orders. Records are automatically
created in the Warehouse Inspections (whinh3122m000) session when an order
or order line is flagged for inspection for the issue order. You cannot manually
create an entry in the Warehouse Inspection session.
When inventory is rejected, you can choose to generate new Outbound Advice to
account for the discrepancy. The new outbound will be for the quantity rejected in
the Approval session but not exceeding the original order quantity.
3-59
Warehousing
\\ Warehouse Management \ Outbound/Inspections\ Warehouse Inspections

(whinh3122m000)
Warehouse Inspections (Warehouse Inspections tab)

Field
3-60
Description
Receipt
The identification of the receipt attached to the order for which the
current inspection is created.
Inspection
The sequence of the inspection for the inbound or outbound

advice.
Item
The item code to be inspected.
To be Inspected
The quantity of goods to be inspected.
Warehouse
The receiving warehouse.
Location
The inspection location.
Advice
The sequence number of the inbound advice or outbound advice.

You can generate more than one advice for each warehousing
order line. Each advice obtains a sequence number depending on
the sequence in which the advice is generated.
3 Order Processing
Quantities
Warehouse Inspections (Quantities tab)

Field
Description
Approved
The quantity of items approved by the inspection.
Destroyed
The quantity of items that was destroyed during inspection,

expressed in the inventory unit. The destroyed quantity is part of
the approved quantity and is removed from the inventory.
Rejected
The quantity of items rejected by the inspection.
Advised
The quantity for which an inbound advice is generated.
Put Away
The inspected quantity that is put away. The approved quantity is

put away in inventory. The rejected quantity is put away in the
reject location.
Exercise: Create an Easy Entry Sales Order

Create an Easy Entry Sales Order for the item MEM.
3-61
Warehousing
Warehousing Orders (whinh2100m100)

Field
Input Value
Order Origin
Sales Order (Manual)
Transaction Type
Issue
Office
EU2-01
Item
MEM
Quantity
Ship From Warehouse
XXWAR (Replace XX with your

initials)
Todays Date
ShipTo
CUS000003
Today Date
Easy Entry Warehousing Order
Exercise: Generate Outbound Advice

Generate the outbound advice for the warehouse order that you just created.
3-62
3 Order Processing

Field
Input Value

Warehouse
XXWAR (Replace XX with your initials
Create Cross-dock Orders
Uncheck check box

Origin
Sales (Manual)
Order
Your warehouse order that you just created
Item
MEM

Record your Run number: ______________________________
Exercise: Release Outbound Advice

Field
Run
Input Value
Select your Run number from the Generate Outbound Advice just
created.
3-63
Warehousing
Exercise: Generate Picking List

Field
Run
3-64
Input Value
Select your Run number that you just created.
3 Order Processing
Exercise: Picking List

Field
Run
Input Value
Select your Run number that you just created.
3-65
Warehousing
Picking List
3-66
3 Order Processing
Exercise: Approve Warehouse Inspections

3-67
Warehousing
Shipments
After the Outbound Procedure is completed, you must execute the Shipment
Procedure. The Shipment Procedure confirms the goods have been shipped or
have been loaded onto the appropriate transport vehicle to be shipped from the
warehouse to the customer or to another warehouse (transfer orders). In the
mandatory Freeze/Confirm Shipments/Loads (whinh4275m000) session, you
confirm the shipments, indicating the goods have left the facility. In three optional
sessions you can print appropriate shipping documents. These include:
1. Bills of Lading
2. Packing Slips
3. Packing Lists
3-68
3 Order Processing
The Flow: Shipments

a
Start
View, maintain, and confirm
shipments
Shipping Documentation
Print a bill of lading
Shipments
(whinh4130m000)
Print Bills of Lading

(whinh4470m000)
Maintain shipped quantities before

you confirm the shipment line
Print a packing slip
Shipments Lines
(whinh4131m000)
Print Packing Slips

(whinh4475m000)
Freeze or confirm loads and

shipments
Print a packing list

Print Packing Lists
(whinh4476m000)
Freeze/Confirm Shipment/Loads
(whinh4275m000)
Report shipment lines

that contain quantities
that cannot be shipped?
Split Shipments?
Yes
Yes
Split shipments into multiple

deliveries or transport modes
No
Compose Shipments
(whinh4231m000)
Compose shipping loads per
transportation mode
Print shipping discrepancies

No
Print Shipping Discrepan

(whinh4435m000)
End
Compose Load
(whinh4134m000)
Maintain load details
Loads
(whinh4140m000)
Delete Confirmed
Shipments?
Yes
Delete confirmed shipments
Remove Confirmed Shipments/
Loads
(whinh4250m000)
a
3-69
Warehousing
Ship To Default Routings

Use the Ship to Default Routing (whinh3114m000) session to maintain the shipto default routings. Within this session you will assign a routing sequence code,
which is a number defining the position of the carrier in the sequence of carriers
used for a shipment. Where more than one carrier is used, routings by carrier are
maintained by chronological order. For example, according to ANSI code
specifications:
A = Origin carrier
1 = First carrier after Origin carrier
2 = Second carrier after Origin carrier, and so on
Default Routings by Ship-From Business Partner (whinh3114m000)
Shipments
In the Freeze/Confirm Shipments/Loads (whinh4275m000) session, you can both
freeze and confirm shipment lines, shipments and loads. If the Freeze
Shipments/Loads activity is performed automatically in the shipment procedure,
shipments and loads are automatically confirmed. In that case, you cannot freeze
shipments lines, shipments, or loads.
If the shipment documents are checked to print automatically, printing is started
as soon as the status of the shipment or load changes from Open to Frozen or
Confirmed.
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3 Order Processing
\\ Warehouse Management \ Shipments \ Shipments (whinh4130m000)
Shipments
Field
Description
Shipments tab
Shipment
Indicates an identifying number for a shipment of goods that

is transported to a specific address on a specific date and
time, using a specific route.
Status
The shipments status.
Shipment Date Interval
You can add outbound-order line to the shipment with a

planned delivery date that is the same or later than the date
in this field.
EDI Tab
EDI Status
The status of the EDI messages (Advanced Shipping Note

status).
Shipment Lines
Use the Shipment Lines (whinh4131m000) session to maintain the shipped
quantities on individual lines of a shipment before confirming. When part or all of
a shipment is rejected, it can be re-advised in the Generate Outbound Advice
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Warehousing
The default Shipped Quantity starts out equal to the Picked Quantity. If the
shipment line is not yet confirmed, you can manually decrease the Shipped
Quantity. If you decrease the Shipped Quantity, the Quantity Not Shipped
increases and the Expected Not Shipped in the Outbound Order Lines
If a Quantity Not Shipped exists, you can create an automatic adjustment for
the difference by selecting the Automatic Adjustment of Quantity Not Shipped
check box. The adjustment will be made automatically when you confirm the
shipment. If you do not check the box for automatic adjustment and there is an
unshipped quantity, the quantity is left on the staging location. You can then
transfer the quantity to another location to perform another adjustment, or return
it to bulk or pick locations.
If you confirm a shipment line with a Quantity Not Shipped, the system:
Decreases the outbound order lines Expected Not Shipped quantity with
the shipment lines Quantity Not Shipped.
Increases the outbound order lines Not Shipped with the shipment lines
Quantity Not Shipped.
\\ Warehouse Management \ Shipments \ Shipment Lines (whinh4131m000)
Shipment Lines
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3 Order Processing
Field
Description
Shipment tab
Shipment
Indicates an identifying number for a shipment of goods that is transported

to a specific address on a specific date and time, using a specific route.
Line
The shipment lines position number
Status tab
Status
The status of the shipment line
Indicator
The next step of the shipment procedure that must be carried out for the
shipment line.

Sub-session: Shipment Lines (whinh4131m000)
Shipment Lines
Field
Description
Item tab
Shipment Line
Shipment ID and shipment lines position number.
Status
The status of the shipment line
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Warehousing
Field
Description
Staged Quantity
The quantity of items picked for the shipment line.
Shipped Quantity
The actual quantity of goods on the shipment.
Not Shipped Quantity
The quantity of picked or approved items that are not

shipped.
Order tab
Order
Origin of the Order and the order number.
Order Line
Position (number) of the order line.
Warehouse
The warehouse the item is staged in.
Staging Location
The staging location of the item.
Automatic Adjustment
of Quantity Not Shipped
Check this box to process an automatic adjustment for any

quantity not shipped.
Overview (whinh2129m000) session. After the confirmation of the shipment, the
outbound line status is Shipped.
To confirm the shipment:
1. Select View and then Sort By - Order, Shipment, from the Menu bar.
2. Click the Find icon and locate your sales order number.
3. Click the Go to Details icon next to your Shipment Line.
4. You can modify the Quantity if needed.
5. Click the Confirm button.
6. Close the Details session.
Freeze/Confirm Shipments/Loads
Use the Freeze/Confirm Shipments/Loads (whinh4275m000) session to confirm
a single shipment/load or a range of shipments/loads. By confirming the
shipment, you indicate the goods have been shipped from the warehouse. If you
confirmed an individual load or shipment, it indicates that the goods have moved
from the staging location and have physically left the warehouse.
This session is not used for production orders since inventory for production
orders do not move to the staging location.
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3 Order Processing

Sub-session: Freeze/Confirm Shipments/Loads (whinh4275m000)
Freeze/Confirm Shipments / Loads

Field
Description
Select On
Select the object of your freeze or confirm action (to be specified

under Execute).
Inventory
Adjustment Date
The date on which the inventory adjustment took place.
Freeze
Shipments/Loads
(Execute Group
box)
Specify the action to be performed for the object that you

selected in the Select On field: Freeze Shipments/Loads,
Confirm Frozen Shipments/Loads or Confirm All
Shipment/Loads
To freeze or confirm loads and shipments:

1. From the Shipment Lines (whinh4131m000) session, select
Freeze/Confirm/Shipments/Loads, from the Specific menu.
2. Select Shipment from the Select On drop down field.
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Warehousing
3. Select the appropriate Shipment from the Shipment field.

4. Select the appropriate option from the Execute group box.
5. Click the Continue tab.
Compose Shipments
Use the Compose Shipments (whinh4231m000) session to split shipments into
multiple deliveries or transport modes, such as multiple trucks due to weight
restrictions. A shipment may need to be split if it is too big for a single
conveyance or carrier. This can be due to weight restrictions or the size of the
shipment. Whether or not you must split a shipment is an operational decision
with no impact on warehousing data or financial transactions.
You can move all or part of a shipment to:
A different, existing shipment.
One or more new shipments.
You cannot split shipments that are confirmed.
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3 Order Processing
\\ Warehouse Management \ Shipments \ Compose Shipment

(whinh4231m000)
Compose Shipment
Compose Load
Use the Compose Load (whinh4134m000) session to compose shipping loads
per transportation mode, such as truck or rail car, by adding or removing
individual shipments. Once created, use the Loads (whinh4140m000) session to
maintain load details.
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Warehousing
\\ Warehouse Management \ Shipments \ Compose Load (whinh4134m000)
Compose Load
Loads
Use the Loads (whinh4140m000) session to maintain load details. Loads refer to
all goods and/or shipments carried by one carrier on a specific date and time,
using a specific route.
Initially, every generated shipment has a corresponding load. Each load contains
the freight forwarding data as defined in the warehousing order. Use the Loads
session to add or change necessary forwarding data
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3 Order Processing
\\ Warehouse Management \ Shipments \ Loads (whinh4140m000)
Loads
Remove Confirmed Shipments/Loads

Use the Remove Confirmed Shipments/Loads (whinh4250m000) session to
delete confirmed shipments up to a certain date. The shipment-related routings
(the ASN routings) are also deleted, if they are present.
If you delete confirmed shipments and their related routings:
The shipment history is updated if the Shipments checkbox is selected.
The ASN routings history is updated if the ASN Routings checkbox is
selected.
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Warehousing
\\ Warehouse Management \ Shipments \ Remove Confirmed

Shipments/Loads (whinh4250m000)
Remove Confirmed Shipments/Loads
Shipping Documentation
Use the Print Bills of Lading (whinh4470m000) session to print a bill of lading
document to accompany the shipment. The forwarding agent uses this
document, which states which items should be transported (nature, quantity,
weights, and so on) and to what address. The Bill of Lading is used to
acknowledge that the carrier received the goods onto the transport vehicle in
good condition. Generally there are multiple copies of a Bill of Lading. One is
sent with the shipment of goods, another is mailed, faxed, or sent via EDI to the
recipient of the goods.
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3 Order Processing
\\ Warehouse Management \ Shipments \ Documents \ Print Bills of Lading

(whinh4470m000)
Print Packing Slips

Use the Print Packing Slips (whinh4475m000) session to print or reprint packing
slips. You can print a packing slip for each shipment. A packing slip is an order
document that shows, in detail, the contents of a particular package, carton,
pallet, or container for shipment to a business partner. The details include: A
description of the items, the shippers or customers part number, quantity
shipped, and stock-keeping unit (SKU) of items shipped.
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Warehousing
\\ Warehouse Management \ Shipments \ Documents \ Print Packing Slips

(whinh4475m000)
Print Packing Slips
Print Packing Lists

Use the Print Packing Lists session to print packing lists for the delivery of goods.
The forwarding agent consults the packing list when he delivers the goods stated
on the (sales) order. The application prints all delivery addresses for the selected
range of sales orders on the packing list. You can fill in freight details manually
for each delivery address. A packing list is a document that itemizes, in detail, the
contents of a particular shipment and accompanies that shipment of goods to the
customer.
Use this session after you have picked the goods and created the shipment.
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3 Order Processing
\\ Warehouse Management \ Shipments \ Documents \ Print Packing Lists

(whinh4476m000)
Print Packing Lists
Print Shipping Discrepancies

Use the Print Shipping Discrepancies (whinh4435m000) session to print shipping
discrepancies. This report contains the shipment lines that contain quantities that
cannot be shipped.
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Warehousing
\\ Warehouse Management \ Shipments \ Documents \ Print Shipping

Discrepancies (whinh4435m000)
Print Shipping Discrepancies
Exercise: Confirm Shipment

Confirming the shipment will remove the goods from the warehouse. To maintain
the details of the shipment lines, you must use the Shipment Lines
Shipment Lines (whinh4131m000)
3-84
Field
Input Value
Order
Sales (Manual) SOM000013
3 Order Processing
Shipment Lines
Exercise: Outbound Line Status Overview

View the status of your Warehouse Order Activities.
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Warehousing
Outbound Line Status Overview (whinh2129m000)
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3 Order Processing
Exercise: Print a Bill of Lading, Packing Slip, and Packing List

Print Bills of Lading (whinh4470m000)
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Warehousing
Print Packing Slips (whinh4475m000)
Print Packing Slips
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3 Order Processing
Print Packing Lists (whinh4476m000)
Print Packing Lists
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Warehousing
Lesson Review
Maintain incoming shipment notices.
Print goods received note.
Create new receipts or select existing receipts for processing.
Modify or view receipt details.
Identify receipt and inspection procedures.
Complete receipt and inspection procedures.
Outbound the individual lines of a Warehouse Order.
Generate and release an Outbound Advice.
Generate and produce a Picking List.
Record approvals and rejections for Inspection items.
Describe the Shipment Process.
Confirm a shipment or load.
Print the documents for shipment, including Bills of Lading, Packing Slips,
and Packing Lists.
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3 Order Processing
Review Questions
1. Every inventory transaction in Warehouse Management is initiated and
controlled by a warehouse order.
A. True
B. False
2. An ASN (Advance Shipment Notice) provides details of shipments that are
about to be shipped.
A. True
B. False
3. A Storage List is a document that states the warehouse and locations where
goods are to be put away.
A. True
B. False
4. Outbounding, also referred to as Deliveries, which deals with all activities that
relate to retrieving or adding goods from a warehouse and preparing them for
shipment.
A. True
B. False
5. What procedure is executed after the Outbound Procedure is complete?
A. Inbound Procedure
B. Warehouse Inspection Procedure
C. Shipment Procedure.
D. Documentation Procedure
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Warehousing
1. True
2. False. An ASN (Advance Shipment Notice) provides details of shipments that
are about to arrive.
3. False. A Storage List is a document that states the warehouse and locations
where goods are to be stored.
4. False. Outbounding, also referred to as Deliveries, which deals with all
activities that relate to retrieving and removing goods from a warehouse
and preparing them for shipment.
5. C
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4
Assembly Orders
Services such as assembly and packaging are supported by means of
warehousing assembly orders. These orders are used to collect goods to
assemble into one item. Warehousing assembly orders are manually created.
These types of orders transform goods in the warehouse and can be performed
at any location in the warehouse as long as the location is marked as assembly
permitted.
A warehousing order requires you to pick and combine several items to produce
an end item that remains in the warehouse. The bill of material for this operation
is derived from the kit definition in the List Components (tcibd3100m000)
session.
When a warehousing assembly order is created, the software generates:
Outbound order lines for each component of the kit to be transferred to the
assembly warehouse or location.
An inbound order line to store the item to be assembled.
Performing a receipt on this warehouse order line registers that the operation is
completed and the item to be assembled can be put away as if it were a received
item. Every manual modification of the warehousing assembly order or order line
is registered in the warehousing assembly order history.
4-1
Warehousing
Lesson Objectives
Define/create list items and kit assembly items required for use in warehouse
assembly orders.
Define list groups and list components for the assembly of a kit.
Define a warehouse assembly order.
Process a warehouse assembly order according to order procedures
attached to the order type.
4-2
4 Assembly Orders
The Flow: Assembly Orders

Start
Define a list item and kit assembly
item (purchase item type)
Item - General
(tcibd0101s000)
Create a list group
List Groups
(tcibd3101m000)
Define a list component
List Components
(tcibd3l00m000)
Define a warehouse assembly
order
Warehousing Assembly Order
(whinh2101m000)
Process a warehouse assembly
order
(whinh2101m000)
End
4-3
Warehousing
List / Kit Item

To create an Assembly order, the items for assembly must first be created. The
kit definition represents a list item. A List Item is a type of item that consists of
multiple components. The components can also be managed and ordered
separately. The type of list item used for assembly orders has an item type of Kit,
which means it contains components.
Costs are not associated with a List/Kit item type nor is it stored in inventory. It is
for internal order entry and in this instance is used for assembly orders. To store
the assembled kit in the warehouse, a purchase item is linked to the List/Kit item
during the creation of the assembly order.
\\ Common \ Item Base Data \ Item Data \ Items General (tcibd0501m000)
Sub-session: Item General (tcibd0101s000)
Item Data I
Item General (Item Data I tab)
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4 Assembly Orders
Field
Description
Item Type
The List option for Item Type allows the creation of a List Item
depending upon the value set within the Item Type Spec.
(Specification) field.
Item Type
Spec.
(Specification)
When the item type is List, the available options consist of:
Kit: The list of items for this list item is grouped together as a kit.
Option: The list of items for this list item is grouped together and
the user selects which items to generate order lines.
Menu: The list of items for this list item is available and the user
selects one to generate the order line.
Define a List Item

You can define a kit definition in the Item General (tcibd0101s000) session.
The Item Type must be List and the Item Type Specification must be Kit for use
in assembly orders.
To define a List Item:
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Warehousing

2. Enter a new item code within the Item field and provide a description for the
Description field.
3. For the Item Type field, select List.
4. Select your desired value for the Item Group field.
5. For the Item Type Spec. (Specification) field, select Kit.
6. Enter other data as desired.
Item Data I
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4 Assembly Orders
Define a Kit Assembly Item (Item Type of Purchased)

You can define a purchased item to be used as the item code of the finished
assembled item kit. You must use a Purchase item type for costing purposes.
This also allows the item to be stocked in inventory.
To define a kit assembly item (item type of Purchased):
2. Enter a new item code within the Item field and provide a description for the
Description field.
3. For the Item Type field, select Purchased.
4. Select your desired value for the Item Group field.
5. For the Item Type Spec. (Specification) field, select Not applicable.
6. Enter other data as desired.
7. Select the Subentities tab.
8. Click the Costing Data button.
Sub-session: Items Costing (ticpr0107m000)
9. Define the item costing data as desired for your new item.
10. Click the OK button.
11. Click the Ordering Data button.
Sub-session: Items Ordering (tcibd2100s000)
12. Define the item ordering data as desired for your new item.
14. Click the Warehousing Data button.
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Warehousing
Sub-session: Item Warehousing (whwmd4100s000)

15. Define the item warehousing data as desired for your new item.
17. Save and Close the sessions.
Item Data I
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4 Assembly Orders
List Groups
You can view and maintain list groups in the List Groups (tcibd3101m000)
session. You can set up separate list groups for different purposes, such as
Sales list groups and Purchase list groups.
You can maintain components for items by list group and by list type in the List
Components (tcibd3100m000) session.
List Groups
Field
List Group
Description
A way to group list items. For example, you can use a SLS list group in
order to group list items used on sales orders. A list item can belong to
different list groups
4-9
Warehousing
Create a List Group

You can create List Groups to help identify different purposes for list items in the
List Groups (tcibd3101m000) session.
\\ Common \ Item Base Data \ List Data \ List Groups \ (tcibd3101m000)
To create a new list group:
2. Enter a 3-digit code within the List Group field to identify the list group and
provide a description.
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4 Assembly Orders
List Components
A Kit Item is linked to components in the List Components (tcibd3100m000)
session. When the Assembly order is created, line items are created for the
components listed within the kit item. These components are the items that you
pick and combine to assemble the kit.
If the list type is Kit, you can click Show Kits Available from the Specific menu
to calculate the number of kits that can be composed from the components
available in a warehouse.
\\ Common \ Item Base Data \ List Data \ List Components (tcibd3100m000)
List Components
Field
Description
Item
A list item of the list group. A list item can belong to several list groups.
You enter the kit item code in this field.
List Type
The type of list item (kit, menu, options, or accessories), which

determines how the components are related. For the assembly order
process, the list type must be Kit.
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Warehousing
Define a List Component

You can identify the components that make up a List/Kit in the List Components
(tcibd3100m000) session.
\\ Common \ Item Base Data \ List Data \ List Components (tcibd3100m000)
To define a list component:
2. Enter or select a value within the List Group field to be used with the List/Kit
item.
3. Select your desired List/Kit type item predefined in item data within the Item
field.
4. Select Kit within the List Type field. A kit is used in warehouse assembly
orders.
5. Click the New icon to insert the list components.
6. Enter the sequence within the Sequence field (the sequence automatically
increments as you enter new lines).
7. Tab and then select or enter the item to be identified as a list component for
the Component field.
8. Enter the first date on which the component is valid for this list group in the
Effective Date field.
9. Enter the last date on which the component is valid for this list group in the
End Date field.
10. Enter the quantity required of this line item for the end item in the Quantity
field.
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4 Assembly Orders
\\ Common \ Item Base Data \ List Data \ List Components \ (tcibd3100m000)
List Components
4-13
Warehousing

You can collect goods in order to assemble them into one item in the
Warehousing Assembly Order (whinh2101m000) session. You can manually
create warehousing assembly orders in this session. This enables the original kit
item, which is sold in parts, to be sold or issued as an assembled finished item.
The warehousing assembly order also links the new item (Purchased item type)
to the kit definition. The link created only exists for a single assembly order. If
another order is created, the same kit definition can be linked to another general
item of the type Purchase. The warehouse order contains only details of the
purchased item, kit definition, and the components. The only function of the
purchased item is to track the costing and inventory details of the assembled kit
item.
At the time the assembly order is created, the assembly status will be Open. The
outbound lines for the components are automatically created during order entry.
These lines are generated from the kit definition. At this time, the inbound line is
also created for the new item (Purchase type).
Warehouse assembly orders require an order type with a transaction type of
Transfer. Thus, an inbound, inspection, outbound, and shipping procedure is
predefined. The processing of the warehouse assembly order follows the
procedures defined for the order type. You can monitor the progress of the
outbound and inbound lines in the status overview sessions along with other
warehouse order types.
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4 Assembly Orders
\\ Warehouse Management \ Warehouse Orders \ Warehousing Assembly

Sub-session: Warehousing Assembly Order (whinh2101m000)
Assembly Orders
Field
Description
Order Type
Determines the sequence of activities that the order must follow.

This must be an inventory transaction type of Transfer.
Order Date
The date on which the order is generated or registered.
Assembly Date
The date on which the assembly will take place or has already taken
place.
List Group
The group to which the list item belongs. An item can belong to
multiple lists.
Kit Definition
The list item code representing the list of items that are grouped
together under the kit item.
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Warehousing
Field
Description
Item
The item that is linked to the kit definition. This item has the item
type Purchased and serves the purpose of recording the finished
quantity and cost of the kit item when the assembly is complete.
Assembly
Warehouse
The warehouse where the assembly of the kit components occurs.
Assembly
Location
The location within the warehouse where the components are issued
and the assembly occurs. The warehouse must use locations and
the location must be designated as an Assembly location in the
Warehouse Location (whwmd3100s000) session within the
Transactions tab.
Assembly
Status
Determines the level of completion for the assembly order. Since

there is no routing for the assembly order, this field identifies the
progress of the order. Available statuses consist of:
Open: The components for the assembly have not yet been
transferred to the assembly warehouse/location.
Assemble: The item can be assembled.
Assembled: The item is assembled.
Put Away: The assembled item has been put away.
Quantity
(Group box)
The planned quantity of the assembly order (item) expressed in the

storage unit.
Define a Warehouse Assembly Order

You can collect goods in order to assemble them into one item in the
Warehousing Assembly Order (whinh2101m000) session.
\\ Warehouse Management \ Warehousing Orders \ Warehousing Assembly
To define a warehouse assembly order:
Sub-session: Warehousing Assembly Orders (whinh2101m000)
2. Select a first free number series to begin a new order number within the
Order field.
3. Select a Warehouse Order Type (transfer) for the Order Type field.
4. Tab through the Order Date field (defaults with todays date) or change as
needed.
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4 Assembly Orders
5. Tab through the Assembly Date field (defaults with todays date) or change
as needed.
6. Select a value for the List Group field.
7. Select a value for the Kit Definition field (List\Kit item type containing List
components)
8. Select a Purchase item for the Item field to identify the assembled kit.
9. Select a destination warehouse for the assembled item within the Assembly
Warehouse field.
10. Select a value for the Assembly Location field for your assembled item.
11. Enter the quantity (number of desired kits to assemble) within the Quantity
(Group box) In Storage Unit field.
4-17
Warehousing
Assembly Order Process

The processing of the assembly order is a manual process and there are no
sessions to record the assembly of the goods. The assembly order statuses
consist of Assemble or Assembled.
Assemble: Once the Outbound and Shipping procedures are completed, the
status of the assembly order is changed to Assemble.
Assembled: This is a manual function, where you manually process the
warehouse assembly order (make ready) in the Warehousing Assembly
Order (whinh2101m000) session. This manual assembly order process
confirms the receipt of the linked purchase item and puts it away.
Business Example
The spring and cylinder of your companys chairs are considered high-wear parts
and are usually replaced after 5 years. The parts are normally replaced in the
field. Your company decides that it is easiest to kit the spring (400001), cylinder
(400006), and oil (400003) in the warehouse so they are available as a kit when
the need arises.
Process a Warehouse Assembly Order

A warehouse assembly order is processed according to the order procedures
attached to the order type. A Warehousing Assembly Order outbound procedure
uses the Generate Outbound Advice (whinh4201m000) and the Release
Outbound Advice (whinh4202m000) sessions. There is no shipping activity. The
processing can be executed directly from the Warehousing Assembly Order
(whinh2101m000) session. To process a warehouse assembly order, you
complete these steps (activities) as a sequential procedure:
Release Outbound Advice (whinh4202m000) Automatic
Put Away Inbound Advice (whinh3203m000) Automatic
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4 Assembly Orders
\\ Warehouse Management \ Warehousing Orders \ Warehousing Assembly

Orders (whinh2101m000)
To process a warehouse assembly order:
1. Select the order to be processed.
2. Click the Outbound Order Lines
icon. This will display all the outbound
lines linked to the warehouse order.
Sub-session: Outbound Order Lines (whinh2120m000)
3. Highlight one or a group of the outbound lines and click the Generate Advice
icon. Since the Release Outbound Advice (whinh4202m000) session is
automatic, all the selected lines will change to the status Shipped after the
advice is generated.
You can use the Shift or Ctrl key to select more than one outbound line.
Notice the status of the Assembly order has changed from Open to Assemble in
the Assembly Status field.
5. After the items have been physically assembled, highlight the assembly order
again and select the Make Ready
icon. This will receive the Assembled
item into the warehouse and remove the planned inventory transaction.
Notice the status has moved from Assemble status to Assembled.
4-19
Warehousing
Exercise: Define a List Item

Your company has decided to create kits to keep on hand for upgrading laptops.
You need to setup the master data required and create a warehouse assembly
order to assemble the kits. You start by defining a List Item.
Item General (tcibd0101s000)
Field
Input Value
Item
XX001.UPGR (Replace XX with your initials)
Description
Laptop Upgrade
Item Type
List
Item Group
006
Item Type Spec. (Specification)
Kit
Unit Set
001
Item Ordering (tcibd2100s000)
4-20
Field
Input Value
Warehouse
4 Assembly Orders
Item Data I
4-21
Warehousing
Exercise: Define a Kit Assembly Item (Purchase Item Type)

To store your kit in the warehouse you must define a new purchase item.
Item General (tcibd0101s000)
Field
Input Value
Item
XX.LTUPGRADE (Replace XX with your initials)
Description
Laptop Upgrade
Item Type
Purchased
Item Group
002
Item Type Spec. (Specification)
Not applicable
Unit Set
001
Item Ordering (tcibd2100s000)
4-22
Field
Input Value
Warehouse
4 Assembly Orders
Item Data I
4-23
Warehousing
Exercise: Create a List Group

Create a new List Group to be used for your laptop upgrades.
List Groups (tcibd3101m000)
Field
Input Value
List Group
002
Description
Laptops
List Groups
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4 Assembly Orders
Exercise: Define a List Component

Define the components for your new List Item XX001.UPGR (Replace XX with
your initials). You will use a Kit List Type.
List Components (tcibd3l00m000)
Field
Input Value
List Group
002
Item
List Type
Kit
1st Component
Sequence
Accept the default value
Component (Item)
NB-MEM512
Effective Date
End Date
Quantity
2nd Component
Sequence
Component (Item)
NB-HARDDISK30
Effective Date
End Date
Quantity
List Components
4-25
Warehousing
Exercise: Create and Process a Warehouse Assembly Order

Create an Assembly Order to make your assembled item. Then process your
order to completion.
Warehousing Assembly Order (whinh2101m000)
Field
Input Value
Order
AOW
Order Type
WHA
List Group
002
Kit Definition
Item
XX.LTUPGRADE (Replace XX with your initials)
Assembly Warehouse
Quantity (Group box) In

Storage Unit
10
4-26
4 Assembly Orders
Lesson Review
In this lesson, you learned about:
List items and kit assembly items required for use in warehouse assembly
orders.
List groups and list components used in the assembly of a kit.
Defining a warehouse assembly order in order to collect goods for assembly
into one item.
Processing a warehouse assembly order according to order procedures
attached to the order type. This includes:
-
Generating and releasing outbound advice to issue the order lines.
Receiving the assembled item into the warehouse.
4-27
Warehousing
Review Questions
1. What is the purpose of assembly orders?
A. Generates outbound advice for items not released to warehousing.
B. Collects goods to assemble into multiple items.
C. Collects goods to assemble into one item.
D. Creates a bill of materials for all list item components.
2. When a warehousing assembly order is created, what does the software
generate?
A. Inbound order lines to store the item to be assembled.
B. Outbound order lines to store the item to be assembled.
C. Inbound order lines for each component of the kit to be transferred to the
assembly warehouse or location.
D. The list groups and corresponding list components.
3. When creating an assembly order, what is the first thing that must be
created?
A. A list group
B. A list component
C. Outbound order lines
D. The items for assembly
4. A list item can belong to several list groups.
A. True
B. False
4-28
4 Assembly Orders
5. Warehouse assembly orders require an order type with a transaction type of:
A. Process
B. Transfer
C. Inspection
D. Receipt
4-29
Warehousing

1. C. Assembly orders are used to collect goods to assemble into one item.
2. A
3. D
4. A (True)
5. B
4-30
5
Inventory Planning
Warehousing enables you to manage inventory for items. Inventory Planning
enables you to effectively manage inventory levels, ordering, and commitments
to meet your customer service needs.
One method of managing inventory is to provide Inventory Commitments for
customer satisfaction. Inventory Commitments allow dedicating inventory to
specific orders to ensure item availability for delivery.
Inventory Planning also entails Planned Inventory Transactions. Planned
Inventory Transactions allow other modules to pass expected goods movements
to the warehouse module. This can be an effective tool in managing staffing and
inventory levels by enabling you to see the expected inbound and outbound of
goods.
Lesson Objectives
Analyze planned inventory transactions.
Create an inventory commitment for a specific order or a buffer.
Remove the inventory commitment for a range of orders.
5-1
Warehousing
Planned Inventory Transactions

Planned Inventory Transactions enable visibility into incoming and outgoing
inventory requirements in the warehouse module. When materials are entered in
a respective originating module, the Planned Inventory Transaction is created in
warehousing to record the proposed transaction. Planned Inventory Transactions
are future requirements for changes in inventory levels within the warehouse
module, but originate in other modules such as Manufacturing and Purchasing.
The Flow: Planned Inventory Transactions

Start
by Item
by Order
Determine inflow and outflow of

items
Determine inflow and outflow of

orders
Planned Inventory Transactons

(whinp1500m000)
Order - Planned Inventory

Transactons
(whinp1501m000)
End
Planned Inventory Transactions by Item

The Planned Inventory Transactions by Item (whinp1500m000) session provides
information per item regarding the planned transaction date, warehouse, quantity
and transaction type. The information is useful in determining the inflow and
outflow of items that are expected in the future. This can provide insight for
delivery dates, order origins, and quantities in one consolidated session instead
of looking to each originating module for inbound and outbound orders.
The Planned Inventory Transaction record is created at the time an order is
created in the originating module. Once an order, such as a Production Order,
Sales Order, Purchase Order, etc. is created, a corresponding Planned Inventory
Transaction is created in the Planned Inventory Transaction by Item
(whinp1500m000) session and also in Order - Planned Inventory Transactions
5-2
5 Inventory Planning
(whinp1501m000). Until the order is received or an outbound for the

corresponding Warehouse Order is generated, the record will remain as a
Planned Inventory Transaction. Once a receipt or outbound occurs, the record is
removed from the Planned Inventory Transactions and a new entry created in
Warehouse Item - Inventory Transactions by Locations (whinr1500m000), item
Warehouse - Inventory Transactions (whinr1510m000), and Order - Inventory
Transactions (whinr1511m000).
\\ Warehouse Management \ Inventory Planning \ Planned Inventory
Transactions (whinp1500m000)

Field
Description
Order Type
The Order Type lists the origin of the Planned Inventory Transaction
for the item. This information indicates the module responsible for
creating the Inventory level change.
Transaction
Type
The Transaction Type specifies what the Planned Transaction will be:
Planned Receipt: The Planned Inventory Transaction will be an
inbound of goods into the warehouse, increasing the inventory
level.
Planned Issue: The Planned Inventory Transaction will require an
outbound of goods from the warehouse, reducing the inventory
level.
Warehouse
Specifies which warehouse the inventory level change will occur, when
the Inventory Transaction occurs.
5-3
Warehousing
Field
Transaction
Date
Description
The date when the Inventory Transaction is scheduled to occur. This is
the date the inventory level will change due the planned inventory
transaction being executed in the warehouse module.
View Planned Inventory Transactions by Item

Planned Inventory Transactions enable you to see expected movements of
goods. This can be a valuable analysis tool for you.
\\ Warehouse Management \ Inventory Planning \ Planned Inventory
To search for planned inventory transactions by item:
1. Place your cursor within any of the blank search boxes.
2. Enter a value.
All search values will be listed within the Planned Inventory Transactions
(whinp1500m000) session.
5-4
Planned Inventory Transactions by Order

The Order - Planned Inventory Transactions (whinp1501m000) session is similar
to the Planned Inventory Transactions by Item (whinp1500m000) session except
the transactions are grouped by order rather than item. Grouped by order, the
session lists all line items per order and the scheduled inventory level changes.
\\ Warehouse Management \ Inventory Planning \ Order - Planned Inventory
Order - Planned Inventory Transactions

Field
Description
Order Type
The source for the current planned inventory transactions. The

order type depends on the originating module.
Order
The Order Number of the Order Type where the transaction

originated.
Item
The line items for the particular order are listed indicating all
planned transactions per line item for the order.
Planned Quantity
The planned increase or decrease in inventory level for the

individual line.
5-5
Warehousing
Field
Description
Transaction Type
The Transaction Type specifies what the Planned Transaction will

be:
Planned Receipt: The Planned Inventory Transaction will be
an inbound of goods into the warehouse increasing the
inventory level.
Planned Issue: The Planned Inventory Transaction will
require an outbound of goods from the warehouse reducing
the inventory level.
Warehouse
The warehouse attached to the item in the order line that will be
affected by the planned inventory transaction when executed.
Exercise: View Planned Inventory Transactions by Item

Planned Inventory Transactions enable you to see expected movements of
goods. You need to view all of the incoming and outgoing monitors.
Planned Inventory Transactions (whinp1500m000)
Field
Input Value
Item
MON
5-6
Inventory Commitments and Buffers

Orders originating from sales, production, service, transfer, and PRP, result in
the creation of an Issue Order in the Warehousing module. When these orders
are created, the package of the issuing order generates a planned inventory
transaction. Warehousing controls planned inventory transactions. Planned
Inventory Transactions provide a record of issuing orders for which Warehouse
Orders are not yet generated. For these orders, the available stock quantity can
be committed by Warehouse. When the Issuing Order is passed to Warehousing,
a warehouse order of the type Issue is generated. The order type in the
originating module determines the point, at which the order is passed from the
originating package, such as Sales, to warehousing.
Activities in Various Modules

Transactions in Shop Floor Control, Service Order Control, Sales Control, Project
Scheduling System (PSS), and Inventory Handling can generate planned
inventory transactions. The generation of a planned inventory transaction can
initiate the inventory-commitment procedure. Inventory Planning (INP) keeps
track of all planned inventory transactions, whether a warehousing order has
been generated or not.
Sales orders can be set to automatically generate an inventory commitment
according to the parameters in the Item Sales Data (tdisa0101s000) session.
This automatic commitment only applies to sales orders. No other module can
automatically generate inventory commitment. You can handle sales orders in
the SLS module, and you can specify item sales data in the ISA module. Manual
commitments can also be generated in Sales.
INP is a support module and can plan for inventory as well as be used print
reports and graphs of the planned inventory transactions. INP uses the data of
planned inventory movements that are registered in the system. The Cost Price
module also uses this data for Material Planning.
INP is not a mandatory module; therefore you can use without implementing INP.
Warehouse Master Data (WMD) allows item inventory data to be created and
maintained. Warehouse Master Data also records and tracks the inventory
counters for On Hold, On Hold Committed, Allocated, and so on.
The purpose of Inventory Commitments is to reserve inventory in the warehouse
module for orders originating from another module before Outbound has been
generated for the Warehouse Order. You can use uncommitted inventory to fulfill
any warehouse order that originated outside the warehouse module. Manually
created warehouse orders cannot have inventory commitments generated
against them. The process of committing inventory (formerly called Hard
5-7
Warehousing
Allocation) reserves inventory for a specific order. The system calculates the
inventory that is available minus any committed inventory. The available
inventory is then used to fill incoming warehouse orders or for additional
commitments. It also checks each order to see whether an inventory commitment
has been made. This is necessary before items can be retrieved correctly from
inventory. Inventory commitments can be removed if required.
A service order requires a certain quantity of items. So, the originating package
(SOC) generates a planned inventory transaction. INP keeps track of all planned
inventory transactions, whether a warehousing order has been generated or not.
For these orders, the available inventory is committed. Later, INH triggers a
warehousing order of the Issue type.
The commitment of inventory can be initiated by any package that is able to
generate a planned inventory transaction. Automatic commitment is possible only
for sales orders. You can also manually commit inventory to modify and override
any commitment of inventory.
For orders originating in modules outside warehousing, the inventory for the
Issue Order is not committed until the warehouse order is generated and
processing has begun. If there is a lag between the time an order is created, for
example in Sales, and the time it is transferred to warehousing, potentially the
inventory could have been issued to another order. Inventory Commitments allow
reserving inventory for an order before the warehouse module receives the order
information. In your organization, it may be desirable to reserve inventory for
specific orders to ensure the issuing items are available for a specific order.
Inventory Commitments are per warehouse and item, and once committed, the
reserved inventory is not available for other orders.
5-8
The Flow: Inventory Commitments and Buffers

No
Commitments
Commitments
Used For
No
for Sales
Sales Orders
Allowed
Yes
Define sales commitment policy
Item - Sales
(tdisa0101s000)
Set commitment lead time
parameters
Sales Order Parameters
(tdsls0100s400)
Commitments For
Production, Service,
Transfer, Orders, etc.
Create or maintain inventory

commitments
Inventory Commitment
(whinp2100s000)
Commit inventory from inventory
buffers
Consumption of the Inventory
Buffers
(whinp2202m000) session
Generate inventory commitment
Generate Inventory Commitment
(whinp2200m000)
Cancel inventory commitment
Cancel Inventory Commitment
(whinp2204m000) session
End
Item Sales Data

The Item - Sales (tdisa0101s000) session establishes the commitment policy for
sales items, or items to be committed on Sales Orders. Within Item Sales data,
you can specify if an item will have a Commitment Policy. If a Commitment Policy
is indicated for an item, then you can specify if the system requires a minimum
order quantity before a commitment can occur. If the Item Sales Data does not
indicate a commitment policy for the item, then commitments cannot be
generated for Sales Orders. However, commitments or buffers can still be
manually generated for other modules.
5-9
Warehousing
Item Sales
Field
Description
Commitment Policy
Whether and how commitments for sales orders are generated

or must be created depends on the value of the Commitment
Policy field. The possible values are:
No: The ordered quantity is not committed.
Order Line Entry: The ordered quantity is automatically
committed during order line entry.
Batch: The ordered quantity is committed by using the
Generate Inventory Commitment (whinp2200m000) session.
Manual: The ordered quantity must be committed manually.
Sales Order Parameters

Once a Sales Order Commitment Policy is established in the Item - Sales
(tdisa0501m000) session, the Sales Order Parameters (tdsls0100s000) then
5-10
defines the rules for commitment dates. The commitment date is dependant upon
the Sales Parameters established for the Commitment Lead-Time Factor and the
Commitment Lead-Time Constant.
Commitment Date
The Commitment Lead Time is calculated using this formula.
Commitment Lead-Time = Commitment Lead Time Factor * Order LeadTime + Commitment Lead-Time Constant
The system calculates the commitment date for the planned inventory transaction
to reserve inventory for the Issue Order. The commitment date is based on the
planned delivery date from which the item lead-time and the outbound lead-time
are subtracted. According to a defined interval, the Generate Inventory
Commitment (whinp2200m000) session checks if the Commitment Date of the
outstanding planned inventory transactions is reached. For Item Issues where
the commitment date is not yet reached, the Generate Inventory Commitments
session will not result in commitment.
Create New Inventory Commitments and Buffers

The Inventory Commitment (whinp2500m000) session is used to create and
modify inventory commitments for orders originating from Sales, Service,
Production, etc. that have not been transferred to warehousing. Inventory cannot
be committed when it resides in a warehouse of the type Project. Inventory
commitments of the type Buffer can also be created in this session. When
Creating a Buffer, the order number must be entered as a zero (0).
Use the Inventory Commitment (whinp2500m000) session to:
Create new manual inventory commitments.
Maintain or view existing inventory commitments that have already been
created for orders of the type Issue.
Create inventory Buffers.
From this session you can:
Select an individual line for further processing in the Inventory Commitments
(whinp2100s000) session.
Access the Consumption in the Inventory Buffers (whinp2202m000) session
to allocate committed inventory to specific orders.
5-11
Warehousing
\\ Warehouse Management \ Inventory Planning \ Inventory Commitment

(whinp2500m000)
Sub-session: Inventory Commitments (whinp2100s000)
Inventory Commitments
Field
5-12
Description
Order Origin
The Order Origin for commitment. Options consist of:

Sales Order
Production Order
Service Order
Transfer Order
PRP Order
Inventory Buffer
Sales Schedule
Order
Indicates the number assigned to any of the above orders. If the

commitment is for a Business Partner, then the Business Partner
code is entered in the order number field. For an Inventory Buffer,
a zero (0) must be entered.
Field
Description
BOM Line
Sequence number derived from the bill of material. For items

being part of a bill of material, this number represents their
position in the bill of material.
Committed
Quantity in Order
Unit
The quantity of the inventory commitment, expressed in the unit of

the order line.
Committed
Quantity in
Inventory Unit
The unit of the order line.
Quantity
Committed
The quantity of the inventory commitment expressed in the unit of

the order line. The committed quantity must be greater than zero
but cannot be greater than the order quantity.
If the order line has been released to the warehouse, the
corresponding Warehousing Order line must have this
characteristic:
The status Open
The outbound advice has not been generated (the value of the
Advised Quantity in Inventory Unit field in the Outbound Order
Lines table must be 0.0).
Firm
When Generate Inventory Commitments (whinp2200m000)

session is run, this commitment is not regenerated, nor is the
commitment removed when Cancel Inventory Commitments
(whinp2204m000) is run.
Quantity Back
Ordered
For sales orders, the Back Order Quantity field is updated with the
difference between the value in the Ordered Quantity and the
Committed Quantity fields. When you manually maintain the
commitment, the Back Order Quantity field is set to Zero if the
Committed Quantity is set to Zero (like when the commitment has
not been attempted).
To create new inventory commitments:

1. From the Inventory Commitment (whinp2500m000) session, select the New
icon.
You are now viewing the Inventory Commitments (whinp2100s000) session.
2. Enter the Order and Line values in their appropriate fields.
3. Enter a quantity in the Committed field.
5-13
Warehousing
Maintain/Update Existing Inventory Commitments

Use the Inventory Commitments (whinp2100s000) session to view or maintain
existing inventory commitments and to update the quantities already committed
to orders. The inventory commitment can be updated as long as the
corresponding warehouse order line (if any) has the value 0 in the Quantity
Advised field in the Outbound Advice (whinh4525m000) session (that is, no
outbound advice has been generated). You can also use this session to commit
inventory to items not linked to an order type, known as a buffer. This has the
effect of reserving inventory without committing it to a specific order. You can
then transfer the inventory from the inventory buffer to the relevant order once
the order is entered. The purpose is to reserve inventory when an order does not
yet exist.
Commit Inventory from Inventory Buffers

Use the Consumption of the Inventory Buffers (whinp2202m000) session to
commit inventory reserved as an inventory buffer to a specific order. This allows
you to consume the buffer inventory when the inventory is assigned to an order.
Buffers are used to reserve inventory for emergency, when the order is not yet
known, or when orders are expected in the near future.
To commit inventory to an order, access the Consumption of Inventory Buffers
(whinp2202m000) from the Inventory Commitments (whinp2500m000) session or
from the main menu. By entering the order and details, you can transfer the
commitment from the inventory buffer commitment to the actual order. This will
reduce the inventory committed to a buffer and create an Inventory Commitment
record for the order. The Inventory Commitment can be adjusted and maintained
once assigned to the order.
After consuming the inventory buffers, the inventory buffers and the destination
order data are updated. The quantity in the Transfer field indicates the quantity of
goods removed from the buffer and transferred to the specific order.
Inventory must first be reserved (committed) as a buffer inventory by using the
Inventory Commitments (whinp2100s000) session. Then the inventory in the
buffer can be transferred to specific orders using the Consumption of Inventory
Buffers (whinp2202m000) session. If a buffer has been completely consumed,
then you can delete it.
For an order with the origin of Inventory Buffer, a quantity can be committed in
the Inventory Commitments (whinp2100s000) session in this manner:
By warehouse and item (in this case, the order number must be entered with
the value zero (0).
5-14
By customer, warehouse, and item (in this case, the Customer Code is
entered in the Order Number field).
To use this session you must have the proper authorizations (authorizations are
set up in Tools).
\\ Warehouse Management \ Inventory Planning \ Consumption of the
Inventory Buffers (whinp2202m000)
Consumption of the Inventory Buffers

Field
Description
Order Origin
When consuming Inventory Buffers, you will enter the origin of the
destination order to which the inventory buffer will be transferred.
Order (Inventory
Buffer)
The originating order from where the inventory will be taken.
Order
(Committed
Order)
The order number of the destination order to which the inventory

buffer will be transferred.
Transfer
The quantity to be transferred from the inventory buffer to the

committed order. This quantity can be neither greater than the
quantity in the buffer, nor greater than the order quantity of the
destination order. The quantity is expressed in the order unit.
5-15
Warehousing
To commit inventory from inventory buffers:

1. From the Specific menu, select Consumption of the Inventory Buffers.
2. Enter values for the Inventory Buffer and Committed Order fields.
3. Enter a transfer amount in the Transfer field.
4. Select the Transfer tab.
Generate Inventory Commitment

Use the Generate Inventory Commitment (whinp2200m000) session to generate
inventory commitments for (unblocked) inventory, for a Range Order, of the type
Issue. This session enables generating multiple commitments at one time,
eliminating the need to manually create each commitment. When you generate
inventory commitments (hard allocation), The system commits the required
inventory to a specific order line. As a result, the available inventory for
subsequent order requirements is decreased. Commitments are only generated
with this session for items that have a commitment policy of Batch in the Item
Sales Data (tdisa0101s000) session. You can also specify the priority by order
type for commitments to be generated. For example, Sales Orders can have
priority over Production Orders. A report can also be printed indicating which
orders had inventory commitments generated for them.
5-16
\\ Warehouse Management \ Inventory Planning \ Inventory Commitments \

Generate Inventory Commitment (whinp2200m000)
Selection
Generate Inventory Commitment (Selection tab)

Field
Description
Order Origin
A range of order types can be selected for generating commitments.
Order
If a specific order or range of orders is desired, the order numbers

can be entered instead of entering a range of orders based upon
order origin.
Operation
The routing steps carried out successively for the production of an

item. This data is used to compute order lead times, plan production
orders, and calculate cost prices.
Delivery Date
The date the finished items are expected, according to the planning.
Route
Line of travel from your warehouses to the ship-to or ship-from

business partners warehouse and vice versa. Use routes to group
business partners that are located in the same area or along one
convenient route.
You can arrange addresses by routes to print picking lists and
shipping notes sorted by route.
5-17
Warehousing
Field
Description
Warehouse
Enter the warehouse if the commitments will be generated based

upon a specific warehouse or range of warehouses.
Options
Generate Inventory Commitment (Options tab)

Field
5-18
Description
Commitment according to
shipping constraints
The commitment for sales order will match the shipment

constraints.
Cancel Inventory
Commitments for Complete
Orders Not Fully Committed
Any inventory for complete orders that are not fully

committed is de-committed. The Complete order is a
shipment constraint.
Only Sales Orders with

commitment as procedure
step
Only sales orders of types that include commitment as a

procedural step are considered.
Order Origin Priority (Group

box)
Lists the priority of the origin of the orders used when

generating commitments. One is the highest priority and
five is the lowest priority.
To generate commitments:
1. From the Specific menu, select Generate.
2. Enter the selections on the Selection tab.
3. Enter the options and the priorities on the Options tab.
4. Assign priorities to the orders of the different order types within the Order
Origin Priority (Group box).
5. Select the Continue tab.
6. Enter D for Display.
The quantity to be committed depends on the order type origin and is calculated
in this way:
Sales Orders: Ordered Quantity Committed Quantity
Production Orders: To Issue + Subsequent Delivery Committed Qty.
(Order unit)
Transfer Orders: Service Orders, PRP orders, and Sales Schedules:
Planned Quantity Committed Qty. (Inventory Unit)

Use the Cancel Inventory Commitment (whinp2204m000) session to cancel and
remove the inventory commitment for a range of orders of the transaction type
Issue. This session can be used to de-commit the inventory committed to orders
in these sessions:
Inventory Commitment (whinp2100s000)
Generate Inventory Commitment (whinp2200m000)
Consumption of the Inventory Buffers (whinp2202m000)
The inventory cannot be de-committed if the commitment is designated as Firm
on the Firm field in the Inventory Commitment (whinp2100s000) session.
The Committed Inventory can be removed if the corresponding Warehousing
Order (if any) is not in process within Warehousing. After removing an Inventory
Commitment, the commitment can no longer be viewed in the Inventory
Commitment (whinp2500m000) session.
5-19
Warehousing
If the warehousing order exists, it must have the status Open. The Outbound
Advice should not be generated or partially generated. This is indicated by a
value not equal to zero in the Advised Quantity in Inventory Unit field in the
Outbound Order Lines (whinh2120s000) session.
A report is created when Inventory is de-committed, indicating the affected orders
and de-committed quantity.
\\ Warehouse Management \ Inventory Planning \ Inventory Commitments \
Cancel Inventory Commitment (whinp2204m000)

To cancel inventory commitments:
1. From the Specific menu, select Cancel.
2. Enter values for the Order Origin, Order, Line, Warehouse, From Item, or
To Item.
3. Click the Continue tab.
5-20
Exercise: Create New Inventory Commitments and Buffers

Create an inventory commitment for 2 cds.
Inventory Commitments (whinp2100s000)
Field
Description
Order
SLO000047
Line
10
Committed
Inventory Commitments
Exercise: Commit Inventory from Inventory Buffers

Your Sales Manager has informed you that the Sales Order for CDs must receive
the items ordered. You decide that you must consume some of the inventory
buffer you created for the CD item.
5-21
Warehousing
Inventory Buffers (whinp2202m000)

Field
Description
Inventory Buffer (Group box)

Order
SLO000047
Line
10
Committed Order (Group box)

Order Origin
Sales Order
Order
SLO000047
Line
10
Transfer
Consumption of the Inventory Buffers
5-22
Exercise: Cancel Inventory Commitment

Your Manager calls and informs you that order for the CDs is cancelled and you
will need to remove the inventory commitment.
Cancel Inventory Commitment (whinp2204m000)
Field
Input Value
Order Origin
Sales Order
Order
SLO000047
Line
10
Warehouse
MCWAR
From Item
CD
To Item
CD
5-23
Warehousing
Inventory Commitments Additional Impacts

Commitment for Sales Orders
For orders with a sales order as the inventory commitment destination, these
fields will be updated in the Installment Schedules table:
The Committed Quantity field is updated with the committed quantity.
The Back Order Quantity field is updated with the difference between the
order quantity and the committed quantity, unless the shipping constraint is
ship and cancel.
Commitments for Sales Orders cannot be updated if:
The Sold-to Business Partner is blocked.
The Ship-to Business Partner is blocked.
The order is blocked and the Order Line status of the Sales Order is
Generate Inventory Commitment (whinp2200m000).
Updates After Changing the Inventory Commitment Orders

In the Item Inventory by Warehouse table, the Committed Inventory field is
updated with the changes in the committed quantity.
If the order origin is Sales Order, the Quantity Back Ordered field is updated with
the difference between the order quantity and the committed quantity. If the new
committed quantity is zero, the old backorder quantity is subtracted from the
quantity in the Quantity Back Ordered field, and the backorder is handled if the
shipping constraint is not Ship and cancel.
In the Item Inventory (tcibd1500s100) session, the Hard Allocated Inventory field
is updated with the changes in the committed quantity.
If the order origin is Sales Order, these fields will be updated in the Sales Order
Lines (tdsls4101s000) session:
The Committed Quantity field is updated with the committed quantity.
The Back Order Quantity field is updated with the difference between the
order quantity and the committed quantity. If the committed quantity is
removed, the new back order quantity is equal to zero.
5-24
Optional Sessions in INP

Three optional print sessions are available in INP:
Print Planned Inventory Transactions by Item (whinp1400m000) session.
Print Planned Inventory Transactions by Order (whinp1401m000) session.
Print Inventory Commitment (whinp2400m000) session.
5-25
Warehousing
Lesson Review
In this lesson, you learned...
Analyze planned inventory transactions.
Create an inventory commitment for a specific order or a buffer.
Remove the inventory commitment for a range of orders.
5-26
Review Questions
1. One method of managing inventory is to provide Inventory Commitments for
customer satisfaction.
A. True
B. False
2. Planned Inventory Transactions enable visibility into incoming and outgoing
inventory replacements in the warehouse module.
A. True
B. False
3. The Planned Inventory Transactions by Item is used to establish the order
quantities of items.
A. True
B. False
4. The Inventory Commitment session is used to create and modify inventory
commitments for orders.
A. True
B. False
5. Use the Cancel Inventory Commitment session to cancel and remove the
inventory commitment for an order or range of orders.
A. True
B. False
5-27
Warehousing
1. True
2. False. Planned Inventory Transactions enable visibility into incoming and
outgoing inventory requirements in the warehouse module.
3. False. The Planned Inventory Transactions by Item is used to determine the
inflow and outflow of items that are expected in the future.
4. True
5. True
5-28
6
Cycle Counting and
Adjustment Orders
To facilitate the accuracy of inventory, the Warehousing Management package
offers cycle counting and inventory adjustment functions.
Cycle Counts are intended to check the registered inventory with the actual
inventory at a designated moment in time. The Cycle Counting module enables
companies to perform physical inventory checks based on an item stock point.
These counts can be performed on a periodic basis or manually forced for
individual items as the need arises.
Occasionally, you may need to make adjustments to the registered inventory due
to discrepancies, such as the loss of goods or miscounts. Adjustment Orders are
used to manually change the registered inventory at the stock point.
6-1
Warehousing
Lesson Objectives
Generate cycle count orders.
Print cycle count orders and reports
Enter cycle count data.
Approve variances.
Process the cycle count order.
Create, enter and process Adjustment Order lines.
6-2
6 Cycle Counting and Adjustment Orders
Cycle Counting
Cycle counting orders are used to manually count item inventory by stock point
and, subsequently, enter the counted quantities into the system. A range of items
to be counted per warehouse/location can be specified and also blocked in order
to prevent miscounts. The system generates the cycle counting orders based on
cycle counting intervals for different classes of items.
To overrule the cycle count intervals, you can force cycle counts for:
A new stock point.
A stock point if its system inventory becomes zero.
A specific stock point.
A range of stock points during the generation of the cycle count orders.
If a variance occurs that falls outside the margins, a recount can be forced. If this
type of variance does not occur, the cycle count order line can be approved and
processed, which means an update of the quantities, and related to this, an
update of the financial value of inventory.
Definition
Stockpoint: The smallest inventory level that can be registered in the
application. The stockpoint is defined by these data:
-
Warehouse
Location (Only if you have locations)
Item
Inventory Date (Important if you work with LIFO or FIFO)
Lot (Only if the item is lot controlled)
6-3
Warehousing
The Flow: Cycle Counting

Start
Set the inventory handling
parameters for cycle counting
Inventory Handling Parameters
(whinh0100m000)
Define reason codes
Reasons
(tcmcs0105m000)
View or maintain cycle count data
for stockpoints
Cycle Counting Data
(whinh5140m000)
Generate the cycle counting order
Generate Cycle Counting Orders
(whinh5200m000)
Print cycle counting orders or
reports
Print Cycle Counting Orders
(whinh5400m000)
Print Cycle Counting Check
Report (whinh5401m000)
Record cycle counting results
Enter cycle counting results
Cycle Counting Order Lines

(whinh5101m000)
Enter Cycle Counting Results

(whinh5101m100)
Approve the cycle counting

variance
Approve Cycle Counting Variances
(whinh5801m000)
Process the cycle counting order
Process Cycle Counting/
Adjustment Orders
(whinh5201m000)
End
6-4
Inventory Handling Parameters

You can view or change the cycle counting parameters in the Inventory Handling
Parameters (whinh0100m000) session. Specifying the default cycle counting
parameters establishes the cycle counting functionality used throughout your
company.
\\ Warehouse Management \ Warehouse Management Parameters \
Inventory Handling Parameters (whinh0100m000)
Sub-session: Inventory Handling Parameters (whinh0100m000)
Cycle Counting
You can define the conditions for cycle counts and the allowed deviations of the
costs and the quantity percentages within the Cycle Counting tab of this session.
When the set allowances are exceeded during a cycle count, the system will
require an approval before the variance can update the inventory.
Inventory Handling Parameters (Cycle Counting tab)
6-5
Warehousing
Field
Description
Max. No. (Maximum

Number) of Recounts
The maximum number of times a stock point can be recounted

before the variance must be approved prior to being
processed.
Block During
Warehouse Cycle
Counting
If this check box is selected, stock points will be blocked from

any transactions once they are generated into a cycle count
order.
If this check box is not selected, no blocking will occur during
the cycle count process.
Cycle Count
Consignment Stock
Generates consignment inventory on cycle count orders when

a cycle count is due.
On New Stock Point
If this check box is selected, a cycle count is scheduled every

time a new stockpoint is added.
If this check box is not selected, no cycle count is scheduled if
a stockpoint is added. The stockpoint is added to a counting
list after the counting interval (as defined for the item's
classification) has expired.
If Inventory Zero
If this check box is selected, a cycle count is scheduled if the

registered inventory of a stockpoint becomes zero.
If this check box is not selected, the stockpoint is added to a
counting list after the counting interval (as defined for the
item's classification) has expired.
Cycle Counting
Orders History
Creates history and keeps this history on the processed cycle

count and adjustment orders.
Remove Cycle
Counting Data
Automatically
If this check box is selected, cycle counting data is

automatically removed if:
The outbound method for the corresponding items is FIFO
or LIFO.
The corresponding stock point is removed, for example,
because the inventory is shipped or an adjustment is
made.
The If Inventory Zero check box is not selected.
If this check box is not selected, you must use the Remove
Unused Cycle Counting Data (whinh5240m000) session to
remove cycle counting data that is no longer required.
6-6
Value Counted
(Group box)
Per ABC class, determines the maximum difference in

inventory value before it must be approved.
Percentage Counted
(Group box)
Per ABC class, determines the maximum percentage the

variance can deviate before it must be approved.
Counting Interval in
Weeks (Group box)
The lengths of time in weeks that must elapse before the ABC
class of items is included on a cycle count order again.
Set the Inventory Handling Parameters for Cycle Counting

\\ Warehouse Management \ Warehouse Management Parameters \
To set inventory handling parameters:
1. Select the Go to Details
icon for the Actual Set parameter record.
Sub-session: Inventory Handling Parameters (whinh0100m000)

2. Make your necessary adjustments or updates to the parameters throughout
the several tabs within the Inventory Handling Parameters (whinh0100m000)
session.
6-7
Warehousing
Reasons
You can create codes and descriptions of reasons for variances used for cycle
counting in the Reasons (tcmcs0105m000) session. These reasons can then be
attached to cycle count order lines when a variance occurs. If the Approval
check box is selected, the adjustment must be approved in the Approve Cycle
Counting Variances (whinh5801m000) session.
\\ Common \ Tables \ Logistic Tables \ Reasons (tcmcs0105m000)
Reasons
Field
6-8
Description
Reason
The reason code.
Reason Type
Determines the purposes for which the reason can be used.
Approval
Requires that the variance be approved in the Approve Cycle

Counting Variances (whinh5801m000) session.
Define Reason Codes

\\ Common \ Tables \ Logistic Tables \ Reasons (tcmcs0105m000)
To define reason codes:
1. Click the New icon to insert a new record.
2. Enter a 6-digit code within the Reason field.
3. Enter a description next to the Reason field to identify the reason.
4. Select Cycle Counting within the Reason Type field.
5. Select the Approval check box if variances must be approved.
Reasons
Cycle Counting Data

You can maintain the cycle counting data per stock point in the Cycle Counting
Data (whinh5140m000) session. The records are added to the session once a
6-9
Warehousing
cycle count is generated or manually created. Once the record exists, this
session allows the user to force the generation of a cycle count for an item.
The parameters in the Inventory Handling Parameters (whinh0100m000) session
define the default cycle counting data. These defaults can be overruled by
selecting the Force Cycle Count check box within the Cycle Counting Data
\\ Warehouse Management \ Cycle Counting/Adjustment Orders \ Cycle
Counting Data (whinh5140m000)
Sub-session: Cycle Counting Data (whinh5140m000)
Cycle Counting Data

Field
Last Counting
Date
6-10
Description
The date at which the last cycle count took place for the
stockpoint. This date is recorded by the system when the counting
lists are processed.
Field
Description
Force Cycle
Count
If this check box is selected, this stockpoint must be added to a

cycle counting order the next time the Generate Cycle Counting
Orders (whinh5200m000) session is processed. You can only
select this check box if no cycle count order is available for the
stockpoint.
Order
Contains the value of the Order field when this stockpoint is

currently on a counting list.
Count Number
Contains the value of the Order field when this stockpoint is

Line
Contains the value of the Line field when this stockpoint is

6-11
Warehousing
Exercise: Set Cycle Counting Parameters

Set the cycle count parameters.

Cycle Counting tab
Field
Input Value
Max. No. (Maximum Number) of recounts
Block During Warehouse Cycle Counting
Select the check box
Cycle Counting Orders History
Remove Cycle Counting Data Automatically
Cycle Counting
Inventory Handling Parameters (Cycle Counting tab)
6-12
Exercise: Define Reason Codes

Create a new reason code.
Reasons (tcmcs0105m000)
Field
Input Value
Reason
XXCYC (Replace XX with your initials)
Description
Cycle Count
Reason Type
Cycle Counting
Approval
Reasons

You can generate cycle counting orders in the Generate Cycle Counting Orders
(whinh5200m000) session. Cycle Count Orders can be system generated based
on the specified range of information. Additionally, you can specify the maximum
number of lines per cycle count order and the number of stock points generated.
6-13
Warehousing
A cycle count order line for a stockpoint is generated:

If it is the stockpoint's turn to be counted, based on the item's ABC
classification, the stockpoint's last counting date, and the counting interval
that is assigned to the ABC classification.
If the stockpoint is forced to be counted, regardless of whether it is the
stockpoint's turn to be counted or not.
Once created, the orders must be processed or deleted to remove them from the
Cycle Counting Orders (whinh5100m000) session.
The order number generated is determined by the Number Group and Series
defined in the Adjustment Orders tab of the Inventory Handling Parameters
(whinh0100m000) session. If the Block During Warehouse Cycle Counting
parameter (within the Cycle Counting tab) is selected, the inventory is blocked for
any transactions until either the:
Cycle count order line is processed in the Process Cycle
Counting/Adjustment Orders (whinh5201m000) session.
Delete Cycle Counting/Adjustment Orders (whinh5210m000) session is run.
Or,
Line is deleted from the cycle count order.
You can also specify the preferred type of report that is printed when generating
the cycle count orders. You can print the inventory levels on the cycle count
orders or leave them off. The print options are located within the Print tab of the
Generate Cycle Counting Orders (whinh5200m000) session.
6-14
\\ Warehouse Management \ Cycle Counting/Adjustment Orders \ Generate

Cycle Counting Orders (whinh5200m000)
Selection
Generate Cycle Counting Orders (Selection tab)

Field
Description
Non Handling
Unit Inventory
Counts inventory that is not stored as handling units.
Handling Unit
Inventory
Counts inventory that is stored as handling units.
Exclude Location
Allocated Items
A cycle count order line for stock points with allocated inventory will
not be generated.
Force Cycle
Count
Generates a cycle counting order for each record in the whinh540

table (Cycle Counting data) for which the active order does not
exist.
6-15
Warehousing
Field
Count based on
Inventory Value
Description
Makes the Inventory Value fields become available. If you enter an
inventory value range in these fields, a cycle count order is
generated for inventory whose value falls within this range.
The inventory value is calculated as:
Inventory Quantity = Inventory Value = (FTP price of item *
Inventory Quantity)
The inventory quantity is calculated as:
Quantity on Hand Consignment on Hand Rejected on Hand
Print
Generate Cycle Counting Orders (Print tab)

Field
6-16
Description
Cycle Counting Report
Prints a cycle count list that shows the stock points to be

counted. You can also determine whether the system
inventory and the serial numbers must be printed on the
list.
Log Report
Prints a list of the generated cycle count orders.
No Report
No report is printed.
Maximum Number of Order

Lines per Order
The maximum number of cycle counting order lines to be

generated for each order.
Field
Max. (Maximum) Number of
Stock Points to be Counted
Description
The maximum number of stockpoints to be counted.
To generate a cycle counting order:

1. Specify desired values for the Selection Range (Group box) Warehouse
fields, including Location, From and To Item, and other desired fields.
2. From the Print tab, specify if a cycle counting report is to be printed by
selecting the Cycle Counting Report field.
3. Select other report and print options as desired.
4. Enter the maximum number of order lines and stock points to be counted
within the Maximum Number of Order Lines per Order and Max. (Maximum)
Number of Stock Points to be Counted fields.
5. Click the Generate tab to generate the cycle orders.
Cycle Count Reports

Cycle Count reports can be printed at the time the orders are generated in the
Generate Cycle Counting Orders (whinh5200m000) session. Or you can choose
to print reports using these sessions:
Print Cycle Counting Orders (whinh5400m000): The Cycle Counting
Orders report is used as the counting list. The cycle counting order must be
printed before any counted inventory can be entered into the system.
Print Cycle Counting Check Report (whinh5401m000): The Cycle
Counting Check Report checks the data entered in the Cycle Counting Order
Lines (whinh5101m000) session. Both the entered (counted) quantities and
the system quantities are printed for each order line.
6-17
Warehousing

Counting Orders (whinh5100m000)
Sub-session: Print Cycle Counting Orders (whinh5400m000)

Sub-session: Print Cycle Counting Check Report (whinh5401m000)
Print Cycle Counting Check Report
6-18
Cycle Counting Orders

You can view cycle counting orders in the Cycle Counting Orders
(whinh5100m000) session. By selecting an individual cycle count order, you can
start the Enter Cycle Counting Results (whinh5101m100) session, which allows
you to enter the results of the cycle count.
You can also approve variances, process cycle counts, initiate a recount, delete
cycle counts, and view the processed cycle count order history by accessing
several sessions from within the Cycle Counting Orders (whinh5100m000)
session.
Sub-session: Cycle Counting Orders (whinh5100m000)

Field
Description
Count Number
The number of counts that are performed on one or more lines of this
order.
Employee
The employee who is responsible for inventory counting on this order.
6-19
Warehousing
Field
Printed
Description
If this check box is selected, the cycle count order is printed when the
cycle count order is generated in the Generate Cycle Counting
Orders (whinh5200m000) session or in the Print Adjustment Orders
(whinh5420m000) session. If the cycle count order is printed, you can
maintain the cycle count order lines. As a result, you can enter the
counted quantity.
If this check box is not selected, the cycle count order is not yet
printed. If the cycle count order is not yet printed, you cannot maintain
the cycle count order lines. As a result, you cannot enter the counted
quantity.
Process Count
If this check box is selected, the differences found in the warehouse

inventory will be processed when you run the Process Cycle
Counting/Adjustment Orders (whinh5201m000) session. This action
adjusts the warehouse inventory registered in the application and
produces a financial transaction.
If this check box is not selected, this order will not adjust the system
inventory, and it will not create financial transactions when you run
the Process Cycle Counting/Adjustment Orders (whinh5201m000)
session.
The on-hand warehouse inventory of an item can differ from the one
registered in the system, even if the total inventory on hand of all
warehouses is correct. In this situation, there is no need for
complementary adjustment transactions. If you clear this check box,
you can initiate cycle counts without impacting the inventory in the
system. However, the history of processed cycle counting will be kept
as normal.
Print a Cycle Counting Order

To print or reprint cycle counting orders:
1. Select the order.
2. Click the Print
icon.
3. Select Cycle Counting Orders and Click OK.
6-20
Cycle Counting Orders Print

Sub-session: Print Cycle Counting Orders (whinh5400m000)
4. Select your desired range of values for the Order and Count Number fields.
5. Choose whether to print the registered inventory by selecting the Inventories
check box.
6. Click the Continue button to print.

7. Select your desired item to print and click OK.
6-21
Warehousing
8. Select your desired print device within the Device field and click the Continue
button.

You can view, create, or modify the cycle count orders lines within the Cycle
Counting Order Lines (whinh5101m000) session.
You can enter the counted physical quantities and this session will calculate the
variance between the counted quantities and the registered quantities. If the
counted quantity on a stock point is less than the allocated inventory for that
stock point, you can reduce the allocated quantity. You can delete all, or part of
the outbound advice or assign allocated inventory to another location.
If the cycle count order line is for a positive variance in inventory and the
valuation method is not set to Fixed Transfer Price (FTP), you are allowed to
adjust the price for the financial transactions related to the cycle-count order line.
If a recount is requested through the approval process within the Approve Cycle
Counting Variances (whinh5801m000) session, you can no longer modify this
order line. You can only enter the counting quantity if the order line has been
printed.
6-22

Sub-session: Cycle Counting Order Lines (whinh5101m000)
Cycle Counting
Cycle Counting Order Lines (Cycle Counting tab)

Field
Actual Inventory
Description
The quantity counted at the stockpoint, expressed in the storage
unit.
If the item is serialized and the Serials in Inventory check box in
the Item Warehousing (whwmd4500m000) session is selected,
you cannot enter the actually counted inventory in the current
field. To specify the counted inventory, click the Serials icon. The
Cycle Counting Order Line Serials (whinh5106m000) session
starts, in which you can register the serial numbers, and specify
whether the serial numbers are actually in inventory.
Variance
The difference between the quantity, as registered in the system,

and the quantity counted at the stock point, expressed in the
storage unit.
6-23
Warehousing
Field
Description
Reason for
Variance
The reason code for adjusting the variance. If the variance is

changed for some reason, you must enter this code.
Counting Date
The date the inventory was counted.
Counted Inventory
Counting data is entered.
Recount
Requires that the inventory of the stock point be recounted.

After processing the Generate Cycle Counting Orders
(whinh5200m000) session, this stock point is added to a new
cycle count order using the same order number. The Order field
in the Cycle Counting Order Lines (whinh5101m000) session will
be increased by 1.
Processed
Identifies that the cycle counting order lines were processed.
Price
Cycle Counting Order Lines (Price tab)
6-24
Field
Use Adjustment
Price
Description
Uses the Adjustment Price, as specified in this session, for the
financial transactions related to the cycle count order line. You
can only specify or modify the adjustment price if this check box
is selected.
This field is only available if both of these conditions apply:
The cycle count order line is for a positive variance.
The item's inventory valuation method is not set to Fixed
Transfer Price (FTP). You can view the item's inventory
valuation method in the Warehouse Item
(whwmd2110s000) session.
Adjustment Price
The new price for each item. You can only specify or modify the
adjustment price if the Use Adjustment Price check box in this
session is selected. If the Use Adjustment Price check box is not
selected, no adjustment price is specified in this field.
Adjustment Amount
The adjustment price, multiplied by the variance, expressed in the

inventory unit.
Record Cycle Counting Results

To record cycle counting results:
1. Select your desired cycle counting order.
2. Click the Lines
icon.
6-25
Warehousing

3. Select your desired line and select the Go to Details
icon.

4. Enter the Variance if it differs from the Actual Inventory.
5. Select a Reason for Variance code.
6-26


To speed the entry of cycle counting results, you can use the Enter Cycle
Counting Results (whinh5101m100) session. You can sort the cycle count orders
in the same order as the counting list if desired. You can also set all cycle count
order lines without a counting variance, as counted, by selecting these lines and
icon.
then choosing the Count
6-27
Warehousing

Sub-session: Enter Cycle Counting Results (whinh5101m100)

To enter cycle counting results in a fast way:
1. Select your desired cycle count order line.
2. Select the Enter Cycle Counting Results
icon.

3. Select your desired cycle count order line.
4. Select the Count
6-28
icon to set the count equal to the registered quantity.
5. Click the Go to Details icon to enter a variance and Reason code.


If variances are entered for the registered inventory, you can approve the
variances with the Approve Cycle Counting Variances (whinh5801m000)
session. The need to approve a cycle counting line depends on the parameter
settings for the value counted amount and the percentage counted set in the
Inventory Handling Parameters (whinh0100m000) session. You can also mark a
line for approval by using a reason code that requires approval. If the deviation is
more than the value defined, the cycle count order line must be approved using
this session.
These approval statuses are used:
To Approve: The variance must be approved before further processing.
Approved: The variance is approved in the Approve Cycle Counting
Variances (whinh5801m000) session. Therefore, the order line can be
processed.
Recount: The variance is disapproved and the inventory of the stock point
must be counted again.
Not Required: Approval is not required.
If a recount is selected, a new cycle count order line is generated when the
Recount Cycle Counting Orders (whinh5203m000) session is run. Order lines
that are not approved are not processed in the Process Cycle
Counting/Adjustment Orders (whinh5201m000) session.
A variance can always be approved. A recount is only possible if the current
value of the Order field within the Approve Cycle Counting Variances
(whinh5801m000) session is less than the value of the Max. No. (Maximum
Number) of Recounts field within the Inventory Handling Parameters
(whinh0100m000) session. When the maximum number of recounts is reached,
the order line must be approved.
6-29
Warehousing

Sub-session: Approve Cycle Counting Variances (whinh5801m000)

To approve cycle count variances:
1. Highlight your desired cycle count order line.
2. Select the Approve Variances
icon.
6-30
3. To approve an order line, select it and then click the Approve Order Lines
icon.
4. To order a recount of a line item; select the line and then from the Specific
menu, select Recount Order Lines.

Process Cycle Counting Orders

You can use these sessions to process cycle count orders:
Process Cycle Counting/Adjustment Orders (whinh5201m000):
Processes a range of cycle count orders.
Cycle Counting Orders (whinh5100m000): Processes one or more
(selected) cycle count orders.
Cycle Counting Order Lines (whinh5101m000): Processes one or more
(selected) cycle count order lines.
If the cycle count order line has the status of Approved or Not Required, it is
ready for processing.
Once the cycle count order line is processed:
The system quantities of the stock point are adjusted according to the
quantities specified on the cycle count order line.
6-31
Warehousing
The financial transactions are posted at this time.

The stock point's block is lifted, if the stock point was blocked during the cycle
count.
The cycle count order line is deleted.
The last counting date is updated for the item/stock point.
Sub-session: Process Cycle Counting/Adjustment Orders
(whinh5201m000)
Process Cycle Counting/Adjustment Orders

To process a cycle counting order:
1. Highlight your desired cycle count order line.
2. Select the Process
icon.
6-32
Sub-session: Process Cycle Counting/Adjustment Orders

(whinh5201m000)
3. Select a range of orders to process within the Order field.
4. Select the Process button to process the range of orders.
Process Cycle Counting/Adjustment Orders

Exercise: Generate a Cycle Count Order

Generate and process a cycle count for warehouse XXWAR (Replace XX with
your initials).
6-33
Warehousing
Exercise: Record Cycle Counting Results

Cycle Counting Orders (whinh5100m000)
Field
6-34
Input Value
Variance
Reason for Variance
100
6-35
Warehousing
Warehouse Adjustment Orders

An Adjustment order is a manually entered order used to increase or decrease
the system inventory level. To make these adjustments to inventory, you must
create an inventory adjustment order.
You can create inventory adjustment orders in one of these two ways:
Enter an inventory adjustment order in the Adjustment Orders
(whinh5120m000) session and then enter an adjustment order line in the
Adjustment Order Lines (whinh5121m000) session.
Enter an easy adjustment in the Easy Adjustment Entry (whinh5202m000)
session.
You can print inventory adjustment orders with the Process Adjustment Orders
(whinh5221m000) session. The reports printed by this session contain the
registered inventory and the inventory as specified by the inventory adjustment
order.
You must process the adjustment order before new values are registered in the
Process Cycle Counting/Adjustment Orders (whinh5201m000) session.
The Flow: Warehouse Adjustment Orders

Start
Define an adjustment order
Define an easy adjustment order
Adjustment Order
(whinh5120m100)
Easy Adjustment Entry

(whinh5202m000)
Process an adjustment order

Process Adjustment Orders
(whinh5221m000)
End
6-36
Adjustment Orders
You can define, view, or maintain inventory adjustment orders in the Adjustment
Orders (whinh5120m000) session. The adjustment order lines are also entered
from within this session.
You can start several sessions from the Specific menu of the Adjustment Orders
(whinh5120m000) session. If you choose:
Lines, the Adjustment Order Lines (whinh5121m000) session starts. You can
only start this session for a selected inventory adjustment order.
Process, the Process Adjustment Orders (whinh5221m000) session starts.
Delete, the Delete Adjustment Orders (whinh5230m000) session starts.
Remove Processed Order Lines, the Remove Processed Adjustment Order
Lines (whinh5271m000) session starts.
Processed Orders History, the Processed Adjustment Order History
(whinh5570m000) session starts.
\\ Warehouse Management \ Cycle Counting/Adjustment Orders \
Adjustment Orders (whinh5120m000)
Sub-session: Adjustment Order (whinh5120m100)
Adjustment Order
6-37
Warehousing
Field
Description
Order
The inventory adjustment order number.
Warehouse
The warehouse for which the adjustment is made.
Reason for Adjustment
The reason code for the inventory adjustment.
Employee
The employee who is responsible for this order.
Order Date
The date on which the inventory adjustment order is

created.
Manual Adjustment
The order relates to a manual inventory adjustment.
Line
The adjustment order line number.
Location
The location of the inventory adjustment.
Item
The item for which the inventory adjustment is intended.
Stock Point Inventory
The registered inventory. This is the quantity present at the

stockpoint, expressed in the storage unit.
Inventory Adjusted
The quantity to be adjusted.
Variance
The difference between the Stock Point Inventory and the

Inventory Adjusted quantity.
Define an Adjustment Order

Sub-session: Adjustment Order (whinh5120m100)
To define an adjustment order:
2. Select an order series for the Order field to begin the next order number in
the series.
3. Enter a value for the Warehouse field, which is where the inventory
adjustment will take place.
4. Select a reason code within the Reason for Adjustment field if desired.
5. Enter your employee number within the Employee field if desired.
6. From the Adjustment Order Lines tab, click the New Line
entering adjustment order lines.
6-38
icon to start
7. Select an item code within the Item field.

8. Enter the adjusted quantity in the Inventory Adjusted field.
The Variance field will automatically populate based on the difference
between the Stock Point Inventory and the Inventory Adjusted values.
9. Select a Reason for the adjustment code in the Reason for Adj. (Adjustment)
field.
Adjustment Order

The adjustment order line details will not be updated until the order is processed.
You can process a group of adjustment orders all at once by using the Process
Adjustment Orders (whinh5221m000) session or by selecting the Process
icon from within the Adjustment Orders (whinh5120m000) session or a single line
from within the Adjustment Order Lines (whinh5121m000) session.
Once the Process Adjustment Orders (whinh5221m000) session is run, the
inventory adjustments entered in the order lines will be executed and the
inventory levels will be updated to reflect the new stock points.
Processing the adjustment order initiates these actions:
Inventory is adjusted for the variance quantity.
6-39
Warehousing
Financial transactions are generated for this adjustment.

A Cycle count history header is generated when the Cycle
Counting/Adjustment Orders History parameter has the value of Yes and a
header does not exist.
Processed adjustment order history is updated.
The adjustment order is deleted.
Sub-session: Process Adjustment Orders (whinh5221m000)

To process a single adjustment order from within the Adjustment Orders
(whinh5120m000) session:
1. Select your desired order.
2. Select the Process
icon.
Additional Adjustment Order Sessions

You can perform additional adjustment order functions within these sessions:
Easy Adjustment Entry (whinh5202m000)
Remove Processed Adjustment Orders lines (whinh5271m000)
6-40
Processed Adjustment Order History (whinh5570m000)

You can also define an adjustment order entry within the Easy Adjustment Entry
(whinh5202m000) session. This session creates an inventory adjustment order in
the Adjustment Orders (whinh5120m000) session and an inventory adjustment
order line in the Adjustment Order Lines (whinh5121m000) session if you
specified a first free number in the Order field.
\\ Warehouse Management \ Cycle Counting/Adjustment Orders \ Easy
Adjustment Entry (whinh5202m000)

Field
Description
Order
The inventory adjustment order number.
Employee
The employee who is responsible for this order.
Order Date
The date on which the inventory adjustment order is created.
6-41
Warehousing
Field
Description
Item
The item for which the inventory adjustment is intended.
Warehouse
The warehouse for which the adjustment is made.
Actual Inventory
The registered inventory, which can be adjusted.
Adjustment Date
The date the inventory adjustment took place.
Reason for
Adjustment
The reason code for the inventory adjustment.
Remove Processed Adjustment Order Lines

You can remove processed adjustment orders in the Remove Processed
Adjustment Orders lines (whinh5271m000) session.
Processed Adjustment Order History

You can view the history of processed adjustment orders, as long as the
parameter is set to keep the history, in the Processed Adjustment Order History
Exercise: Create an Easy Adjustment Entry

Using the Easy Adjustment Entry (whinh5202m000) session add 10 to the on
hand inventory of item CD.
Easy Adjustment Entry (whinh5202m000)
Field
6-42
Input Value
Item
CD
Warehouse
Actual Inventory
12
Reason for Adjustment
INV
Directly Process Created Adjustment

Order
Exercise: View on Hand Inventory

What is the on hand quantity of item CD in warehouse XXWAR (Replace XX with
your initials)? ________________
Hint: Use Warehouse Item Inventory (whwmd2515m000) session.
Warehouse Item Inventory
6-43
Warehousing
Lesson Review
Generate cycle count orders.
Print cycle count orders and reports
Enter cycle count data.
Approve variances.
Process the cycle count order.
Create, enter and process Adjustment Order lines.
6-44
Review Questions
1. The Cycle Counting module enables companies to perform physical inventory
checks based on an item stock point.
A. True
B. False
2. You can define the conditions for cycle counts and the allowed deviations of
the costs and the quantity percentages within the Cycle Counting tab of what
session.
A. Inventory Handling
B. Reasons
C. Generate Cycle Counting Orders
D. Easy Entry Adjustment Orders
3. You can create codes and descriptions of reasons for variances used for
cycle counting in the Reasons (tcmcs0105m000) session.
A. True
B. False
4. Cycle Count Orders can be manually generated based on the specified range
of information.
A. True
B. False
5. You can also approve variances, process cycle counts, initiate a recount,
delete cycle counts, and view the processed cycle count order history by
accessing several sessions from within the Cycle Counting Orders
A. True
B. False
6-45
Warehousing
1. True
2. A
3. True
4. False. Cycle Count Orders can be system generated based on the specified
range of information.
5. True
6-46

Warehousing Manual in Infor LN

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Warehousing - SSA ERP LN

Student Manual and Exercises - Volume 1 of 2

SSA ERPLN 6.1

Copyright 2004 by SSA Global Technologies, Inc.

SSA ERPLN, Warehousing, WRH_61_SE, 10/2004

Course Introduction ................................................................ xxiii

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

About this course

About this course

View ABC classification and Slow Moving analysis of inventory.

Who Should Attend this Course

About this course

Organization of Course Materials

The Flow: Sample Flow

About this course

Icons Used Within this Course

WARNING: A Warning icon calls attention to information or procedures that must

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

Save and Close

Saves the current record and input data.

Prints a report of the session data. You will be

Creates a new record for inserting data within the

Copies the data from a selected record to a new

Deletes the selected record.

Cancels any changes made to a record since it was

Searches and filters for a specific record. You can use

Creates or displays Text linked to the selected record.

Creates or enables viewing of documents attached to

About this course

Displays the first record in the current Group.

Displays the prior sequential record within the current

Displays the next sequential record within the current

Displays the last record in the current Group.

Creates a new Group entry enabling you to input data

Displays the first Group record.

Displays the previous sequential Group record.

Displays the next sequential Group record.

Displays the last Group record.

Sample Menu Path

The Warehousing Package

Figure 1: Warehouse Package Relationships

the quantity on hand, current storage conditions, and projected delivery

Warehouse Master Data

Warehouse Orders & Procedures

Figure 2: Goods Flow Through a Warehouse

at any location in the warehouse as long as the location is marked as assembly

Cycle Counting and Adjustment Orders

Warehousing is designed and developed to assist in obtaining this analytical

Package Definitions and Handling Units