Back to D210: Inv Order Mgmt Automated Warehouse Operations

Lesson 1: Automated Receiving and Putting Away

Operations

In this lesson, you will learn how to receive and put away received goods using warehouse management forms with automated operations.

Receiving and Putting Away Operations: General Information

If the Receiving feature is enabled on the Enable/Disable Features (CS100000) form, you can perform the automated receiving and putting away of inventory items by using a barcode scanner or a mobile device with a scanning option. In this topic, you will read about the workflow for the automated receiving and putting away of inventory items in Acumatica ERP. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Receiving and Putting Away Operations: Implementation Checklist.

Learning Objectives

In this lesson, you will do the following:

Learn the recommended settings that you can specify to make the system fit your business requirements
Receive items to a receiving location of a warehouse in an automated mode and verify the received items and item quantities
Put away items in their storage locations in an automated mode

Applicable Scenario

You can perform the automated receiving and putting away of inventory items if in your company's warehouses, all purchased items are received to a dedicated location. A warehouse worker receives items from a purchase receipt to this location. Then the warehouse worker puts away the received items in the locations where the items will be stored. To track the operations as they are being performed, the worker scans the appropriate barcodes by using a barcode scanner or mobile device. You can perform automated receiving of items for purchase orders with the Open status, and purchase receipts with the Balanced status. You can perform the automated putting away of items for purchase receipts with the Released status.

Receipt of Extra Quantity

If the actual quantity of received items is more than the quantity specified in the processed purchase document, you can process the receipt of these items as an automated operation as well. If you scan a quantity that exceeds the quantity in the line that is currently being processed, the system requests confirmation for adding this quantity. If you confirm this addition with the *ok barcode or the OK button, the system adds a new line with the extra quantity to the processed purchase receipt, and shows this line in the table on the Receive tab of the Receive and Put Away (PO302020) form. The line with the extra quantity is not linked to the purchase order for which the purchase receipt was prepared.

Workflow for the Automated Receipt of Items

The automated processing of receiving items involves the actions shown in the following diagram. Lesson 1: Automated Receiving and Putting Away Operations | 16

To process the receipt of items (and to use Receive mode), you perform the following steps: Lesson 1: Automated Receiving and Putting Away Operations | 17

Switch to Receive mode. You can switch to Receive mode by scanning the @receive barcode.
Scan the document number. To start the automated processing, you scan the reference number of the purchase order or purchase receipt to be processed. The system displays the lines of the scanned document in the table of the Receive and Put Away (PO302020) form. If you have scanned the purchase order number, the system creates and saves the related purchase receipt automatically. In the Receipt Nbr. box, the system inserts the reference number of the receipt that is currently selected for processing.
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              If the purchase order has 15 or fewer lines, the system creates a related purchase receipt and
              adds the lines of the order to the receipt automatically. If the purchase order has more than 15
              lines, the created purchase receipt does not have any lines. The receipt lines are added when
              you scan the barcodes of the items of the purchase order.
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Scan the barcode of the receiving location. You scan the barcode of the warehouse location where the items are being received.
Scan the item barcode. When you scan the barcode of the received item, the system searches for the item in the lines of the document that is currently selected. If the item is found, the system highlights the line in bold.

Optional: Scan the item quantity. To change the received quantity in the line that is currently being processed, you switch on Quantity Editing mode by scanning or entering the *qty barcode, and manually enter the quantity in the UOM defined by the barcode of the scanned item.

              The system updates the quantity of the item in the purchase receipt on the Purchase Receipts
              (PO302000) form only aer you release this purchase receipt on the Receive and Put Away
              form. If the received quantity of the item on the Receive and Put Away form diﬀers from the
              quantity of the item on the Purchase Receipts form, you need to verify if the purchase receipt is
              released on the Receive and Put Away form.

Receive another item. If you need to receive at least one other item for the document currently being processed, you return to scanning the item barcode (that is, return to Step 4) and repeat the process for the item.
Receive items in another location. If items must be received in another warehouse location, you scan the barcode of this location (return to Step 3) and repeat the process for the next location.
Complete the receiving process. If you have finished the receiving operation but not all items have been received for the purchase receipt (and they will not be received in the future), you scan the completepolines barcode, or click the Complete PO Lines button. The system marks all purchase receipt lines as completed and releases the purchase receipt. If you have finished the receiving operation and all items have been received for the purchase receipt (or the items were received partially and more items will be received in the future), you scan the *release barcode or click the Release Receipt button. The system does not mark partially received lines as completed and releases the purchase receipt on the Purchase Receipts form.

Workflow for the Automated Putting Away of Items

The automated processing of putting away items involves the actions shown in the following diagram. Lesson 1: Automated Receiving and Putting Away Operations | 18

To process the putting away of items by using Put Away mode, you perform the following steps:

Switch to Put Away mode. You can switch to Put Away mode by scanning the @putaway barcode.

Scan the document number. Lesson 1: Automated Receiving and Putting Away Operations | 19

    To start the automated processing, you scan the reference number of the released purchase receipt to
    be processed. (If you switch to Put Away mode from Receive mode with a document selected, the system
    selects the document automatically.) The system displays the lines of the scanned document in the table
    of the Receive and Put Away (PO302020) form. In the Receipt Nbr. box, the system inserts the reference
    number of the document that is currently selected for processing.

Scan the barcode of the destination location. You scan the barcode of the destination location in which you are putting away items. If the items of a particular line are put away in multiple locations, the system creates line splits for the line. You can review the IDs of the locations to which the items are put away by clicking Transfer Allocations on the table toolbar of the Put Away tab. Once you have specified the destination location, the system automatically creates a single-step inventory transfer document that reflects the movement of the items from the receiving location to the storage location.
Scan the barcode of the item. When you scan the barcode of the received item, the system searches for the item in the lines of the document that is currently selected. To indicate the line or lines with the scanned barcode, the system selects the Matched check box in these lines. The system highlights the lines in bold if they are processed partially, and in green if they are processed in full.
Optional: Scan the item quantity. To change the quantity being put away in the line that is currently being processed, you switch to Quantity Editing mode by scanning or entering the *qty barcode, and manually enter the quantity in the UOM defined by the barcode of the scanned item.
Scan another item. If at least one other item needs to be put away, you return to scanning the barcode of the item (that is, return to Step 4) and repeat the process for the item.
Scan another destination location. If items must be transferred to another destination location, you scan the barcode of this location (return to Step 3) and repeat the process.
Complete the process of putting items away. When you have finished the operation of putting away items, you scan the *release barcode or click the Release Transfer button. The system releases the inventory transfer document that was prepared during the automated operation; the items are moved to the destination locations.

Receiving and Putting Away Operations: To Receive and Put Away Items

In the following activity, you will learn how to perform the receiving and putting away of items by using the Receive and Put Away (PO302020) form.

Story

Suppose that you are a warehouse worker in the wholesale warehouse of the SweetLife Fruits & Jams company. Your warehouse manager gives you a task to receive the purchased fruits (80 pounds of apples and 60 pounds of oranges) in the warehouse. In your organization, the receive and put away workflow is used, which means that you receive the purchased items at a receiving location of the warehouse, and then go through the warehouse locations and put away the items in the locations where the fruits are stored. Also suppose that you are putting away the apples and part of the oranges in one fruit location, and the rest of the oranges in another fruit location. Lesson 1: Automated Receiving and Putting Away Operations | 20

Configuration Overview

In the U100 dataset, the following tasks have been performed to support this activity:

On the Enable/Disable Features (CS100000) form, the following features have been enabled in the Inventory and Order Management group of features:
Multiple Warehouse Locations
Warehouse Management
Receiving
On the Warehouse Management tab of the Purchase Orders Preferences (PO101000) form, the Display the Receive Tab and Display the Put Away Tab check boxes have been selected.
On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: MAIN, F1S2, and F2S2.
On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding alternate IDs with the Barcode type have been defined on the Cross-Reference tab:
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               For simplicity, in this activity, the alternate IDs will be further referred to as barcodes.
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APPLES, which has the AP1LB barcode
ORANGES, which has the OR1LB barcode
On the Purchase Orders (PO301000) form, the 000022 purchase order to the ALLFRUITS vendor has been created.
On the Purchase Receipts (PO302000) form, the 000018 purchase receipt has been prepared for this purchase order.

Process Overview

In this activity, acting as a warehouse worker, you will do the following:

Open the Receive and Put Away (PO302020) form, switch to Receive mode, and scan the number of the purchase receipt. Then you will receive the items and scan their barcodes and quantities. Aer you finish receiving items, you will release the purchase receipt.
On the same form, switch to Put Away mode and scan the barcodes of the warehouse locations to which the items are being put away, and scan the item barcodes and quantities. Aer you finish putting away items, you will release the transfer receipt.

Open the Transfers (IN304000) form and review the generated transfer document.

       In any working mode, you enter a command or barcode by typing it in the Scan box and pressing
       Enter. In production systems, you will scan the appropriate barcodes rather than manually entering
       them.

System Preparation

Before you start the automated receiving and putting away operations, you need to perform the following instructions:

Sign in to a company with the U100 dataset preloaded as a warehouse worker with the perkins username and the 123 password. Lesson 1: Automated Receiving and Putting Away Operations | 21
On the Warehouse Management tab of the Purchase Orders Preferences (PO101000) form, make sure that the Verify Receipts Before Release check box is cleared.

Step 1: Receiving Items in the Receiving Location To record that items have been received in the receiving location of the warehouse, do the following:

Open the Receive and Put Away (PO302020) form and make sure the Receive tab is opened.
In the Scan box, enter 000018, which is the reference number of the purchase receipt for which you are receiving and putting away items. Press Enter. The system loads the purchase receipt lines to the table, and shows the reference number of the purchase receipt that is currently being processed in the Receipt Nbr. box of the Summary area.
Enter MAIN to select the location in which you are receiving the items.
Enter AP1LB to select the item being received. (AP1LB is the barcode for APPLES, one pound of apples, which is included in the 000018 receipt.) The system highlights the first line of the purchase receipt in bold and sets the Received Qty. to 1.
Set the quantity of the item to 80 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, enter 80. The system highlights the first line of the purchase receipt in green sets the Received Qty. to 80.
Enter OR1LB to select the item being received. (OR1LB is the barcode for ORANGES, one pound of oranges, which is included in the 000018 receipt.) The system highlights the second line of the purchase receipt in bold and sets the Received Qty. to 1.
Set the quantity of the current line to 60.
On the form toolbar, click Release Receipt to release the purchase receipt. The system releases the purchase receipt and generates the inventory receipt transaction to record the receipt of items in the MAIN location of the warehouse.
You have received the items for the purchase receipt, and now you can proceed with putting away the received items in the storage locations.

Step 2: Putting Away the Received Items in the Storage Locations To record that items are being put away from the receiving location of the warehouse in the locations where these items will be stored, do the following:

While you are still on the Receive and Put Away (PO302020) form with the 000018 purchase receipt selected, in the Scan box, enter @putaway to switch to Put Away mode.
Enter F1S2 to select the location to which the items are being put away.
Enter AP1LB to select the item to be put away in this location. The system highlights the first line of the purchase receipt in bold and specifies 1 as the Put Away Qty. In the Summary area, the Transfer Ref. Nbr. box shows the reference number of the inventory transfer transaction that the system automatically creates to record the movement of items from the receiving location to the storage locations.
Set the quantity of the item to 80 as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, enter 80. The system highlights the first line of the purchase receipt in green and specifies 80 as the Put Away Qty., indicating that 80 pounds of apples have been put away on the second shelf of the first refrigerator location.
Enter OR1LB to select the item being put away. Lesson 1: Automated Receiving and Putting Away Operations | 22
Set the quantity of the line to 40, indicating that 40 pounds of oranges have been put away on the second shelf of the first refrigerator location.
Enter F2S2 to select another location to which the rest of the oranges is being put away.
Enter OR1LB to select the item being put away. The system shows in the To Location ID column, indicating that the received quantity of the item has been distributed over multiple locations during the put-away process.
Set the quantity to 20, indicating that 20 pounds of oranges have been put away on the second shelf of the second refrigerator location. Now all items from the purchase receipt have been put away in the appropriate storage locations, and these actions have been reflected in the system. 10.On the form toolbar, click Release Transfer.

Step 3: Reviewing the Inventory Transfer To review the results of the receiving and putting away operations and make sure that the transfer of the items has been recorded in the system, do the following:

On the Transfers tab of the Receive and Put Away (PO302020) form, click the number of the transfer that has been generated as the result of the previous step in the Reference Nbr. column.
On the Transfers (IN304000) form, which opens, review the details of the inventory transfer. Make sure that the document has been released.
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   Figure: The released inventory transfer
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Lesson 2: Automated Item and Storage Lookup | 23