warehouse management process cycle

7/27/2019 Warehouse Management Process Cycle

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G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATION

Create Transfer Requirement

Definition:-

Transfer Requirement indicates the details of activity to beperformed in the warehouse for any material.

It is the request to perform any movements in the warehouse.

It can be created automatically or manually.

Prerequisite:-

AuthorizationEnterprise structure setupMaterial must have warehouse views extended

Menu Path:-

Logistics Logistics Execution Internal Whse processes TransRqmt LB01 - Create

Double Click LB01

Enter warehouse number. E.g. IN6

Enter movement number. E.g. 311

Enter the requirement tracking number. E.g. 1

Optional entry:-Planned date and Transfer Priority

Click

EnterPlantStorage location




Material numberQuantity

ClickClick

Mes sage appear at the bottom

Change Transfer Requirement

Definition:-

Transfer Requirement indicates the details of activity to beperformed in the warehouse for any material.

It is the request to perform any movements in the warehouse.





Prerequisite:-

TR must exist

Menu Path:-

Logistics Logistics Execution Internal Whse pr ocesses TransRqmt LB02 - Change

Double Click LB02


Enter TR number. E.g. 11

Click

Enter the source storage type if required.

Click

Double click on the item row




change the quantity to 6Note: -

tick t his check box if it is not to be processed any more.Other wise this will be set automatically when creating TO withreference to this TR.

set this indicator to delete the TR item.

Click to know the status of this TR




Click Enter on the key board to get out of this screen

ClickCreate Transfer Order through TR

Definition:-

Transfer Order is the second step in moving the material in thewarehouse. Transfer order can be created with or without referenceto Transfer Requirement.

Transfer order can be created directly also.

There are more ways to create Transfer Order.

Based on

Transfer requirement (as explained in the display TR manual) Directly with No source reference. (LT01)

From stock list (LT10) - stock must be available in the interimstorage area.

Prerequisite:-

TR must exist to create TO with reference to TR.



G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONMenu Path:-

Logistics Logistics Execution Internal Whse processes Stock Transfer Create Transfer Order LT01 – No source object

Double Click LT01.


Enter requirement type and requirement number. E. g. K and 5respectively.

Enter movement type. E.g. 201

Enter material. E.g. TESTWM1

Enter quantity requested. E.g. 1

Enter plant and storage location. E.g. IND6 and RM01 respectively.

Click

Enter source storage type and storage section

Click

Note: - the storage bin will be determined automation.

Create Transfer Order through TR LIST

Definition:-







Based on

Transfer requirement (as explained in the display TR manual) Directly with No source reference. (LT01) From stock list (LT10) - stock must be available in the interim

storage area.

Prerequisite:-


Menu Path:-

Logistics Logistics Execution Internal Whse processes TransRqmt Display LB11 – By Material

Double Click LB11.

Enter Material number. E.g. TESTWM1Enter warehouse number. E.g. IN6Enter Plant. E.g. IND6Enter transfer type. E.g. *

Click

Select the check box of the required transfer order.

Click

Click

Click to put away in foreground

Note: - If the storage unit is required, storage unit information hasto be maintained. In this example, it is explained with storage unit.




Enter storage unit type. E.g. E1 in this example

Click

Note: - Destination storage type and bin will be proposedautomatically. Bin can be changed if required.

Click

Click

Create Direct Tr ansfer Order

Definition:-




Based on

Transfer requirement (as explained in the display TR manual) Directly with No source reference. (LT01) From stock list (LT10) - stock must be available in the interim

storage area.

Prerequisite:-


Menu Path:-



G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONLogistics Logistics Execution Internal Whse processes Stock Transfer Create Transfer Order LT01 – No source object

Double Click LT01.


Enter requirement type and requirement number. E.g. K and 5respectively.

Enter movement type. E.g. 201

Enter material. E.g. TESTWM1

Enter quantity requested. E.g. 1

Enter plant and storage location. E.g. IND6 and RM01 respectively.

Click

Enter source storage type and storage section

Click

Note: - the storage bin will be determined automaticall

Confirm Transfer Order

Definition:-

Transfer Order is the second step in moving the material in the

warehouse. Transfer order can be created with or without referenceto Transfer Requirement.

Transfer order can be confirmed manually or automatically. It ispreferred to have manual confirmation in many cases to ensure theitem is placed in the right bin.



G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONPrerequisite:-

TO must exist to confirm.

Menu Path:-

Logistics Logistics Execution Internal Whse processes Stock Transfer Confirm Transfer Order LT12 – In one step

Double Click LT12.

Enter transfer order number. E.g. 4


Click

Click

Click

Message appear at the bottom

Confirm TO created automatically

Definition:-


Transfer order can be created directly also. Transfer Orders are created automatically when making GRaccording to the configuration.

Let us try to look at the TO created when making GR and confirm it.




TO must exist to confirm.

Menu Path:-

Logistics Logistics Execution Internal Whse processes Stock Transfer Display Transfer Order LT24 – By Material

Double Click LT24.

Enter warehouse number. E.g. IN6Enter Material number. E.g. TESTWM1

Select radio button

Click

Click

Click on the TO number

Through the menu path from the top Transfer Order Confirm Transfer Order

Click on item




In the next screen TO number will appear (this is similar to LT11transaction initial screen)

Click

Enter the actual quantity and d ifference if any.

Click

Message appear at thebottom

Cancel Transfer Order

Definition:-



G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONIt is used when transferring between the stocks. E.g. moving fromQuality stock to unrestricted stock with 321 movement type.


Prerequisite:-

AuthorizationEnterprise structure setupMaterial must have warehouse views extended

Menu Path:-

Logistics Logistics Execution Int ernal Whse processes PostChange Posting Change Notice LU01 - Create

Double Click LU01 - Create


Enter movement number. E.g. 321

ClickMaintain the entries as shown below



G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONNote: - From material stock and To material stock, should bedifferent. In this case it is both as Q. Let us create it as it is we shallchange it through change mode.

Click

Click

Message appear at t he bottom

Change Posting Change

Definition:-

Posting change notice is similar to Transfer Requirement indicatesthe details of activity to be performed in the warehouse for any material.

It is used when transferring between the stocks. E.g. moving fromQuality stock to unrestricted stock with 321 movement type.

It can be changed.

Prerequisite:-

Posting change notice must exist

Menu Path:-

Logistics Logistics Execution Internal Whse processes

PostChange Posting Change Notice LU02 - ChangeDouble Click LU02 - Change


Enter Posting change number. E.g. 1




Click

Change the To material stock cat egory from Q to blank to indicate itis to be transferred to available stock.

Change the quantity to 6

Click

Create Material Master with warehouse

Definition:-

Every Material must be identified with a code number in SAP.Material master contains entire information related to a materialwith respect to all department in an organization.

Material master information are divided in to the different views andeach department will maintain their own information through therespective views.

Material master must contains details about warehouse if amaterials is to be managed in warehouse.




AuthorizationEnterprise structure setup

Menu Path:-

Logistics Materials Management Material ma ster MaterialsCreate (General) MM01-Immediately

Note:- Material master itself is a big requiring knowledge of variousmodules. However by following this user manual one will be able tocreate the material master and go ahead.

Double Click MM01




Enter Material E.g. TESTWM1

Select material type as Raw material with sales

Click

Select the views as shown below by clicking the grey box in the leftside




Click Pagedown key in the key board to navigate to remaining partof the screen

Select the views as shown below




Click

Ente r Plant, Storage location and warehouse details as shown below




Click

Maintain the following entries as shown below in the screen shot.

Note:-Please note that the Mandatory fields are filled and displayed.




Click

Nothing mand atory in this screen.

Click




Note:- Purchasing value key become mandatory field with theconfiguration setting.

Maintain 1 in the purchasing value key.

Click




Click




Click

Click




Note: - No mandatory ent ries in MRP4 view

Click

Note: - Tick the Batch management check box to activate batchmanagement to this material




Click

Note: - No mandatory entries in Storage 1 and 2

Click

Note: - Maintain the stock removal, stock placement storage type if required in the material master

Maintain storage section if required.

Click




Click

Click




Note:- No mandatory entries in Accounting2 view

Click

Note: - Ensure to tick the check boxes . This is relatedto product costing.

Click




Note:- No mandatory entrie s in costing2 view

Click

Click

Message will appear at the bottom

Block Bin

Definition:-




Storage bin in a warehouse can be blocked from usage.

Let us block few bins from storage.

Prerequisite:-

Bins must be created

Menu Path:-

Logistics Logistics Execution Internal Whse processes Binsand Stock Block LS06 - Storage Bin Selection

Double Click LS06


Enter storage type. E.g. 011




Click

Select the bins as shown

Click to block and to unblock if blocked.

Enter the block and blocking reason

Click

Storage bin will be displayed as shown below

Click




Bin Stock per material – LX24

Definition:-

This report is used to display the bins and its stock in a given warehouse for a given material.

Let us try to look at the report for IN6 and for mater ial TESTWM1.

Prerequisite:-

Stock must be available.

Menu Path:-

Logistics Logistics Execution Internal Whse processes Binsand Stock Display LX24 – Bin Stock per Material

Double click LX24

Enter warehouse number. E.g. IN6Enter Material. E.g. TEST@M1Enter Plant. E.g. IND6

Click




Note: - By changi ng layout, many fields can be displayed.

Click till main report screen is reached

Bin Status Report – LX03

Definition:-

This report is used to display the status of bins and its stock in a

given ware house.Let us try to look at the report for IN6 and storage type 001.

Prerequisite:-

TO must exist




Menu Path:-

Logistics Logistics Execution Internal Whse processes Bins

and Stock Display LX03 – Bin Status Report

Double click LX03


Click

Note: - More information can be displayed by changing the layout.

Click to change the display layout




Choose the field fr om the right side

Click to move it to left side to display

Click

Click to reach the main report screen

Empty Storage Bins – LX01

Definition:-

This report is used to display the list of empty bins in a given warehouse along with any blocking reasons. It provides the list for acombination of warehouse and storage type.



G.V. Shivakkumar E-mail [email protected] ,[email protected] WM - STEP BY STEP END USER DOCUMENTATIONLet us try to look at the report for IN6 and storage type 001.

Prerequisite:-

TO must exist

Menu Path:-

Logistics Logistics Execution Internal Whse processes Binsand Stock Display LX01 – List of Empty Storage bins

Double click LX01

Enter warehouse number. E.g. IN6Enter storage type. E.g. 001

Click




Click to reach the main report screenEmpty Storage Bins – LS04

Definition:-

This report is used to display the list of empty bins in a given warehouse. It provides the list for a combination of warehouse andstorage type.

Let us try to look at the report for IN6 and storage typ e 001.

Prerequisite:-

TO must exist

Menu Path:-

Logistics Logistics Execution Internal Whse processes Binsand Stock Display LS04 – Empty Storage bins

Double click LS04

Enter warehouse number. E.g. IN6Enter storage type. E.g. 001

Click

Double click on the desired bin to look at the details

Click to reach the main report screen




AUTHORG.V.SHIVAKKUMAR

warehouse management process cycle

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