Back to D210: Inv Order Mgmt Automated Warehouse Operations

Lesson 12: Automated Operations with Lot- and Serial-

Tracked Items

In this lesson, you will learn how to process documents with lot- and serial-tracked items using warehouse management forms with automated operations.

Automated Operations with Lot- and Serial-Tracked Items: General Information

Lot numbers and serial numbers are used to track certain types of inventory items and keep accurate records about these items’ distribution. If the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form, you can configure the tracking of stock items by lot or serial number, as well as by expiration date, and process documents with these items in automated mode.

Learning Objectives

In this lesson, you will do the following:

Perform automated picking and packing operations with lot- and serial-tracked items
Perform automated receiving and putting away operations with lot- and serial-tracked items
Perform automated transfer operations with lot- and serial-tracked items
Perform automated counting of lot- and serial-tracked items during physical inventory
Perform automated issuing of lot- and serial-tracked items
Perform automated receiving of lot- and serial-tracked items by using inventory receipts

Applicable Scenarios

You may need to track lot or serial numbers for items in any of the following cases:

Your organization purchases items with serial numbers provided by vendors and you need to track these items by their serial numbers in a warehouse.
Your organization accepts returns or replacements of serialized items that it has sold.
Your organization provides services (such as installation or repair) for serialized items that it has sold.
A vendor from which your organization buys items sells them in lots and provides lot numbers and expiration dates for each lot, which you want to track for the items.
Your organization sells items in lots and it is important to keep the assigned lot number tracked in the sales documents.
Your organization sells items with an expiration date and issues items based on this date.

Picking and Packing Lot- and Serial-Tracked Items You open the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app), switch to Pick mode, and scan a shipment number, the system loads the shipment lines into the table on the Pick tab. To select a line of the shipment for processing, you scan the item barcode and the barcode of the location from which the item is being picked. For serial-tracked items (with any assignment method), the system shows a separate line for each picked item. For lot-tracked items, the system shows the total quantity to be picked as one line and splits the line by lot. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 127

When you process the packing of items in Pack mode, for each item to be packed in a selected box, you scan the item barcode and lot or serial number; optionally, you also scan the expiration date (which must be the same as the expiration date in the shipment).

Receiving and Putting Away Lot- and Serial-Tracked Items You open the Receive and Put Away (PO302020) form (or the corresponding screen in the Acumatica mobile app), switch to Receive mode, and scan or enter the purchase receipt number. The system loads the purchase receipt lines into the table on the Receive tab. To select a line for processing, you scan the item barcode and the barcode of the location to which the item is received. The settings of the item being received determine the item settings that you must enter. For lot-tracked and serial-tracked items with the When Used assignment method, specifying the lot or serial number in automated receiving and putting away operations is not applicable. For lot-tracked items with the When Received assignment method, the system requests the lot information as follows:

You must scan or enter the lot number when you are receiving an item. You receive each lot from a received quantity separately; the system splits the lines by the received lots.
For items of a lot class with the User-Enterable issue method, the auto-generation of lot numbers is mandatory, otherwise these items cannot be processed in an automated mode. For items that belong to a lot class for which the Auto-Generate Next Number check box is selected on the Lot/Serial Classes (IN207000) form, the system automatically generates lot numbers and displays them in the Lot/Serial Nbr. column. If you then scan a diﬀerent lot number than the one that was automatically generated by the system, the system replaces the automatically generated number with the one that you have entered.
For items of a lot class that requires the expiration date to be specified—that is, a class for which the Track Expiration Date check box is selected on the Lot/Serial Classes form—you must enter the expiration date. For serial-tracked items with the When Received assignment method, the system requests the serial information as follows:
You must scan or enter the serial number when you are receiving an item. The system splits the line once you enter a serial number for a received item. If you specify a diﬀerent serial number than the one that was automatically generated by the system, the system replaces the automatically generated number with the one that you have entered.
For items of a serial class with the User-Enterable issue method, the auto-generation of serial numbers is mandatory, otherwise these items cannot be processed in an automated mode. For items that belong to a serial class for which the Auto-Generate Next Number check box is selected on the Lot/Serial Classes form, the system automatically generates serial numbers and displays them in the Lot/Serial Nbr. column. If you then scan a diﬀerent serial number than the one that was automatically generated by the system, the system replaces the automatically generated number with the one that you have entered. When you process the putting away of the items in Put Away mode, for each item to be put away, you scan the barcode of the receiving location, the item barcode, and then the lot or serial number.

Processing Inventory Transfers with Lot- and Serial-Tracked Items On the Scan and Transfer (IN304020) form, when you transfer lot- or serial-tracked items, for each item to be processed, you scan the location barcode, the item barcode, and the barcode of the lot or serial number.

Counting Lot- and Serial-Tracked Items On the Scan and Count (IN305020) form, when, during physical inventory, you enter counted data that contain lot- or serial-tracked items, for each item to be processed, you scan the location barcode, the item barcode, and the barcode of the lot or serial number. During the counting of the items, if you find an item with an unregistered serial number, you can add this item to the physical inventory document by scanning the item barcode and the serial number. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 128

Processing Inventory Issues with Lot- and Serial-Tracked Items On the Scan and Issue (IN302020) form, you can process inventory issues that contain lot- or serial-tracked items. The system may prompt you to enter the lot or serial number of the item, depending on the lot or serial class settings specified on the Lot/Serial Classes (IN207000) form as follows:

For the lot or serial class with the When Received assignment method and User-Enterable issue method, the system prompts you to scan the lot or serial number (which was specified on receiving of items).
For the lot or serial class with the When Used assignment method, the system prompts you to scan the lot or serial number only if the number is not generated automatically and must be entered manually.

Processing Inventory Receipts with Lot- and Serial-Tracked Items On the Scan and Receive (IN301020) form, you can process inventory receipts that contain lot- or serial-tracked items. The system may prompt you to enter the lot or serial number of the item and an expiration date, depending on the lot or serial class settings specified on the Lot/Serial Classes (IN207000) form as follows:

For the lot or serial class with the When Received assignment method, the system prompts you to scan the lot or serial number only if the number is not generated automatically and must be entered manually.
For the lot or serial class with the Expiration issue method, the system prompts you to enter the expiration date of the item.

Automated Operations with Lot- and Serial-Tracked Items: Picking and Packing

Items

If the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form and the tracking of stock items by lot or serial number has been configured in the system, when you pick and pack lot- or serial-tracked items by using the Pick, Pack, and Ship (SO302020) form or the corresponding screen in the Acumatica mobile app, the system may prompt you to enter the lot or serial number during this process. In this topic, you will read about the workflow for the automated picking and packing of lot- and serial-tracked inventory items in Acumatica ERP. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Automated Operations with Lot- and Serial-Tracked Items: Implementation Checklist.

Workflow for the Automated Picking of Lot- and Serial-Tracked Items The automated processing of picking lot- or serial-tracked items involves the actions shown in the following diagram. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 129

To process the picking of lot- or serial-tracked items in Pick mode, you perform the following steps:

Switch to Pick mode. You open the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app) and switch to Pick mode by scanning or entering the @pick barcode.

Scan the shipment number. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 130

   To start the automated processing, you scan the reference number of the shipment to be processed. The
   system displays the lines of the scanned document in the table and inserts the reference number of the
   document that is currently selected for processing in the Shipment Nbr. box.

Scan the location barcode. When you scan the barcode of the location from which the item is picked, the system searches for the location in the lines of the document that is currently selected.
Scan the item barcode. When you scan the item barcode of the picked item, the system searches for the item in the lines of the currently selected document.
Scan the lot or serial number of the item. You scan the lot or serial number of the item being picked. The system displays the picked quantity in the Picked Quantity column and highlights the line (in bold if the line has been picked partially, or in green if the line has been picked in full). If the UOM defined by the barcode of the scanned item corresponds to a non-base unit of measure, the system converts the item quantity defined by this barcode to the picked quantity in the base unit of measure for this item. You can scan all lot or serial numbers of an item one by one.
```
              If the Default Auto-Generated Lot/Serial Nbr. check box is selected on the Sales Orders
              Preferences (SO101000) form, the system specifies the lot or serial number for the item
              automatically.
```
Optional: Scan the item quantity. To change the picked quantity 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.
Pick another line. If another item needs to be picked for the currently selected location, you scan the item barcode (return to Step 4) and repeat the process for the item.
Pick items from another location. If you need to pick items from another location, you scan the location barcode (return to Step 3) and repeat the process for the location.
Complete the picking process. If you have finished the picking operation for the currently selected document, you scan the @pack barcode to switch to Pack mode and proceed with packing.

Workflow for the Automated Packing of Lot- and Serial-Tracked Items The automated processing of packing lot- or serial-tracked items that have been picked involves the actions shown in the following diagram. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 131 Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 132

To process the packing of lot- or serial-tracked items in Pack mode, you perform the following steps:

Switch to Pack mode. You open the Pick, Pack, and Ship (SO302020) form (or the corresponding screen in the Acumatica mobile app) and switch to Pack mode by scanning or entering the @pack barcode.
Scan the document number. To start the automated processing, you scan the reference number of shipment to be processed. (If you have switched to Pack mode from Pick mode with the document selected, the document is selected automatically.) The system shows the lines of the scanned document in the table and inserts the reference number of the document that is currently selected for processing in the Shipment Nbr. box.

Scan the barcode of the box. You scan the barcode of the box into which the items will be packed.

           If the Automatic Packaging feature is enabled on the Enable/Disable Features (CS101000) form,
           this step is performed automatically.

Scan the item barcode. When you scan the barcode of the packed item, the system searches for the item in the lines of the document that is currently selected. If the UOM defined by the barcode of the scanned item corresponds to a non-base unit of measure, the system converts the item quantity defined by this barcode to the packed quantity in the base unit of measure for this item.
Scan the lot or serial number of the item. You scan the lot or serial number of the item being packed. If the barcode of the scanned item is specified for a non-base unit of measure, the system converts this quantity to the packed quantity in the base unit of measure for this item; the system also shows the packed quantity in the Packed Quantity column, and highlights the line (in bold if the line has been processed partially, or in green if the line has been processed in full). You can scan all lot or serial numbers of an item one by one.
```
           If the Default Auto-Generated Lot/Serial Nbr. check box is selected on the Sales Orders
           Preferences (SO101000) form, the system specifies the lot or serial number for the item
           automatically.
```
Optional: Scan the item quantity. To change the packed quantity 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.
Pack another line. If another item needs to be packed in the current box, you return to scanning the item barcode (return to Step 4) and repeat the process for the item.

Confirm the box. If all items have been packed in the box, you confirm the current box by scanning the *ok barcode or by clicking the OK button.

           This step is performed automatically for the shipments that are being packed in a single box
           that the system has suggested automatically.

Enter the box weight. You enter the total weight of the box. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 133

              This step is performed automatically for the shipments that are being packed in a single box
              that the system has suggested automatically.

10.Pack another box.
   If more items need to be packed for the current shipment, you return to scanning the barcode of the box
   barcode (return to Step 3) and repeat the process for another box.
11.Complete the packing process.
   If you have finished the packing operation and do not need to specify shipping options, you scan the
   *confirm*shipment barcode or click the Confirm Shipment button on the form toolbar. The system
   confirms the shipment that is currently being processed on the Shipments (SO302000) form.

Automated Operations with Lot- and Serial-Tracked Items: Receiving and Putting

Away Items

If the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form and the tracking of stock items by lot or serial number has been configured in the system, when you receive and put away lot- or serial- tracked items by using the Receive and Put Away (PO302020) form or the corresponding screen in the Acumatica mobile app, the system may prompt you to enter the lot or serial number during this process. In this topic, you will read about the workflow for the automated receiving and putting away of lot- and serial- tracked inventory items in Acumatica ERP. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Automated Operations with Lot- and Serial-Tracked Items: Implementation Checklist.

Workflow for the Automated Receiving of Lot- or Serial-Tracked Items The automated processing of receiving items involves the actions shown in the following diagram. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 134

To process the receipt of lot- or serial-tracked items in Receive mode, you perform the following steps:

Switch to Receive mode. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 135
You open the Receive and Put Away (PO302020) form (or the corresponding screen in the Acumatica mobile app) and switch to Receive mode by scanning or entering the @receive barcode.
Scan the document number. To start the automated processing, you scan the reference number of the purchase order, purchase receipt, or purchase return document to be processed. The system displays the lines of the scanned document in the table. 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 or return that is currently selected for processing.
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.

Scan the lot or serial number of the item. You scan the lot or serial number of the item being received.

       If the Default Auto-Generated Lot/Serial Nbr. check box is selected on the Purchase Orders
       Preferences (PO101000) form, the system assigns and inserts the lot or serial number for the
       item automatically.

Scan or enter the expiration date of the item. You scan the expiration date of the item being received. The system highlights the processed line in bold. If the UOM defined by the barcode of the scanned item corresponds to a non-base unit of measure, the system converts the item quantity defined by this barcode to the received quantity in the base unit of measure for this item. If the scanned item barcode corresponds to a non-base unit of measure, the system converts this quantity to the received quantity in the base unit of measure for this item. You can scan all lot or serial numbers of an item one by one.
```
       If the Default Expiration Date check box is selected on the Purchase Orders Preferences form,
       the system fills in the expiration date for the item automatically.
```
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.
Receive another line. 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. 10.Complete the receiving process. If you have finished the receiving operation and all items have been received for the purchase order (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 releases the purchase receipt. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 136

Workflow for the Automated Putting Away of Items

The automated processing of putting away items involves the actions shown in the following diagram. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 137

To process the putting away of lot- or serial-tracked items in Put Away mode, you perform the following steps: Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 138

Switch to Put Away mode. You open the Receive and Put Away (PO302020) form (or the corresponding screen in the Acumatica mobile app) and switch to Put Away mode by scanning or entering @putaway barcode.
Scan the document number. To start the automated processing, you scan the reference number of the released purchase receipt to be processed. (If you switched to Put Away mode from Receive mode with a document selected, the system selected the document automatically.) The system displays the lines of the scanned document in the table. 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 splits the line by locations and shows in the Location column. 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 one-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 item barcode of the received item, the system searches for the item in the lines of the document that is currently selected. If the UOM defined by the barcode of the scanned item corresponds to a non-base unit of measure, the system converts the item quantity defined by this barcode to the put away quantity in the base unit of measure for this item. 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.
Scan the lot or serial number of the item. Scan the lot or serial number of the item to be put away. You can scan all lot or serial numbers of an item one by one.
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.

Automated Operations with Lot- and Serial-Tracked Items: Transferring Items

items by using the Scan and Transfer (IN304020) form or the corresponding screen in the Acumatica mobile app, the system may prompt you to enter the lot or serial number during this process. This topic describes the workflow for the automated transfer of items that are tracked by lot or serial numbers. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Automated Operations with Lot- and Serial-Tracked Items: Implementation Checklist.

Workflow for the Automated Scanning and Transferring of Lot- and Serial-Tracked Items The automated processing of scanning and transferring lot- or serial-tracked items involves the actions shown in the following diagram. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 140

To transfer items by using a barcode scanner or a mobile device with a scanning option, you perform the following steps:

Open the Scan and Transfer (IN304020) form. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 141
```
   You open the Scan and Transfer form (or the corresponding screen in the Acumatica mobile app).
```
Scan the origin location barcode. You scan the barcode of the origin location (that is, the location where the item to be transferred is currently being stored).
Optional: Scan the origin warehouse barcode. If the location whose identifier you scanned in the previous step is assigned to multiple warehouses, you scan the origin warehouse barcode. The system inserts the warehouse ID in the Warehouse box.
Scan the destination location barcode. You scan the barcode of the destination location (that is, the location to which you are transferring items).

Optional: Scan the destination warehouse barcode. If the location whose identifier you scanned in the previous step is assigned to multiple warehouses, you scan the destination warehouse barcode. The system inserts the warehouse ID in the To Warehouse box.

              If the destination warehouse diﬀers from the origin warehouse and the warehouses are
              assigned to diﬀerent buildings (or the building is not specified in the settings of either of the
              warehouses), the system displays an error message, and the transfer cannot be performed.

Scan the item barcode. You scan the barcode of the item to be transferred.
Optional: Scan the lot or serial number of the item. You scan the lot or serial number of the item. You can scan all lot or serial numbers of an item one by one.
Optional: Scan the item quantity. To change the transferred quantity in the line that is currently being processed, you switch to Quantity Editing mode by scanning or entering the *qty barcode or by clicking Set Qty on the form toolbar; you then manually enter the quantity in the base unit of measure.
Optional: Scan the barcode of the next item to be transferred between the selected locations. If another item must be transferred between the currently selected locations, you scan the barcode of the next item (return to Step 6) and repeat the process for the next item. 10.Optional: Scan the barcode of the next origin location. If items must be transferred between another locations, you scan the barcode of the next origin location (return to Step 2) and repeat the process. 11.Release the inventory transfer. When you have finished transferring items, you scan the *release command or click Release on the form toolbar. The system releases the inventory transfer on the Transfers (IN304000) form.

Automated Operations with Lot- and Serial-Tracked Items: Issuing Items

If the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form and the tracking of stock items by lot or serial number has been configured in the system, when you issue lot- or serial-tracked items by using the Scan and Issue (IN302020) form or the corresponding screen in the Acumatica mobile app, the system prompts you to enter the lot or serial number during this process. This topic describes the workflow for the automated issuing of lot- or serial-tracked items. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Automated Operations with Lot- and Serial-Tracked Items: Implementation Checklist. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 142

Workflow for the Automated Issuing of Lot- and Serial-Tracked Items The automated processing of issuing lot- or serial-tracked items involves the actions shown in the following diagram. Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 143

To issue items by using a barcode scanner or a mobile device with a scanning option, you perform the following steps:

Open the Scan and Issue (IN302020) form. You open the Scan and Issue form (or the corresponding screen in the Acumatica mobile app).
Scan the location barcode. You scan the barcode of the warehouse location where the items to be issued are stored.
Optional: Scan the warehouse barcode. If the location whose identifier you scanned in the previous step is assigned to multiple warehouses, you scan the warehouse barcode. The system inserts the warehouse ID in the Warehouse box.
Scan the item barcode. You scan the barcode of the item that must be issued from the selected location.
Optional: Scan the lot or serial number of the item. The system may prompt you to enter the lot or serial number of the item, depending on the lot or serial class settings specified on the Lot/Serial Classes (IN207000) form. If the assignment method of the lot or serial class dictates that the lot or serial number be specified on receipt of the item and the issue method dictates that the lot or serial number must be entered by a user, the system prompts you to scan the lot or serial number. If the assignment method of the lot or serial class dictates that the lot or serial number be specified on issue of the item, the system prompts you to scan the lot or serial number only if the number is not generated automatically and must be entered manually. You can scan all lot or serial numbers of an item one by one.
Optional: Scan the item quantity. To change the issued quantity in the line that is currently being processed, you switch to Quantity Editing mode by scanning or entering the *qty barcode or by clicking Set Qty on the form toolbar; you then manually enter the quantity in the base unit of measure.
Optional: Scan the barcode of the next item to be issued from the selected location. If another item must be issued from the currently selected location, you scan the barcode of the next item (return to Step 4) and repeat the process for this item.
Optional: Scan the barcode of the next location. If items must be issued from another warehouse location, you scan the barcode of this location (return to Step 2) and repeat the process for this location.
Release the inventory issue. When you have finished issuing items, you scan the *release command or click Release on the form toolbar. The system releases the inventory issue on the Issues (IN302000) form.

Automated Operations with Lot- and Serial-Tracked Items: Counting Items in

Physical Inventory

This topic describes the workflow for the automated counting of lot- or serial-tracked items during physical inventory. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Automated Operations with Lot- and Serial-Tracked Items: Implementation Checklist.

Workflow for the Automated Scanning and Counting of Lot- and Serial-Tracked Items The automated processing of scanning and counting lot- or serial-tracked items involves the actions shown in the following diagram.

To count inventory items (and use Scan and Count mode), you perform the following steps: Lesson 12: Automated Operations with Lot- and Serial-Tracked Items | 145

Open the Scan and Count (IN305020) form. You open the Scan and Count form (or the corresponding screen in the Acumatica mobile app) to start the counting process.
Scan the document number. To start the automated counting, you scan the reference number of the physical inventory document. The lines of the scanned document are shown in the table. The reference number of the document selected for processing is displayed in the Reference Nbr. box.
Scan the location barcode. You scan the barcode of the location where the items to be counted are stored. All items that you scan aer scanning the location barcode will be assigned to this location.
Scan the item barcode. You scan the barcode of the item that is stored in the selected location.
Scan the lot or serial number of the item. You scan the lot or serial number of the item. The system changes the status of the line for this item to Entered. You can scan all lot or serial numbers of an item one by one.
Optional: Scan the item quantity. To change the counted quantity in the line that is currently being processed, you switch to Quantity Editing mode by scanning or entering the *qty barcode or by clicking Set Qty on the form toolbar; you then manually enter the quantity in the base unit of measure.
Optional: Scan the barcode of the next item in the same location. If you have more items to count in the same location, you scan the barcode of the next item (return to Step 4) and repeat the process for the item.
Optional: Scan the barcode of the next location. If items in another location must be counted, you return to scanning the warehouse location (return to Step 3) and repeat the process for the items in this location.
Confirm the physical inventory count. When you have finished counting items, you scan the *confirm command or click Confirm on the form toolbar. The system saves your changes to the physical inventory document. Lesson 13 (Optional): Mobile Operations | 146

Lesson 13 (Optional): Mobile Operations The activities in this lesson illustrate how automated warehouse operations are performed in the Acumatica mobile app.

Counting in Physical Inventory: Process Activity (Mobile)

In this activity, you will learn how to perform automated counting during physical inventory on the Scan and Count screen of the Acumatica mobile app, which corresponds to the Scan and Count (IN305020) form in Acumatica ERP, by using your mobile device. In this activity, we use the Acumatica mobile app for Android devices. The appearance and functionality of the mobile app for iOS devices may diﬀer somewhat.

Story

Suppose that you are a warehouse worker in the SweetLife Fruits & Jams company, and you are assigned to perform a physical inventory count by scanning the barcodes of stock items and locations with your mobile device, by using the Acumatica mobile app. You will count the quantities of orange jam in particular warehouse locations added to the physical inventory document, which your manager has provided to you.

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
Advanced Physical Count
Warehouse Management
Inventory Operations
On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. For this warehouse, on the Locations tab, the L2R2S1 and L2R2S2 warehouse locations have been added.
On the Stock Items (IN202500) form, the ORJAM08 and ORJAM96 stock items have been created. For each stock item, barcodes have been specified on the Cross-Reference tab of the form.
On the Physical Inventory Types (IN208900) form, the ORJCNT2 physical inventory type has been created.
On the Prepare Physical Count (IN504000) form, the physical inventory document that has the ORJAM08 and ORJAM96 items and the Counting in Progress status has been created.

Process Overview

In this activity, as you count stock items within physical inventory by using the Scan and Count screen of the Acumatica mobile app, you will scan the barcode of the physical inventory document and then scan the location barcode and the barcodes of each item you find in this location. You will correct the quantities of items and add extra lines for items that you find in a location. When you have counted all items in all locations added to the physical inventory document, you will confirm the document.

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

Lesson 13 (Optional): Mobile Operations | 147

System Preparation

Before you start counting stock items, you need to perform the following instructions:

Make sure that you have installed the Acumatica mobile app on your mobile device.
Launch the app.
Enter the URL and optional name of the Acumatica ERP instance with the U100 dataset preloaded (for example, https://your.acumatica.site.com), and tap Next.
Enter the credentials of the user account you will use in this activity: the perkins username and the 123 password.

Tap Sign In to enter the site.

       The instructions in the activity steps below may slightly diﬀer in the Acumatica mobile app depending
       on whether the device is running iOS or Android.

Step 1: Entering the Counted Quantities of Items Suppose that you are starting to count orange jam in the locations listed in the physical inventory document. In the Acumatica mobile app on your mobile device, do the following to enter the counted quantities in the system:

On the main menu of the mobile app, tap the Warehouse Management > Scan and Count tile to view the Scan and Count screen.
Scan the 000003 barcode (which is the reference number of the physical inventory document). Notice that the number is displayed in the Reference Nbr. box on the top pane of the screen.
At the bottom of the screen, tap Review to view the list of items that you should count: They are orange jam in 8-ounce jars (ORJAM08) and orange jam in 96-ounce jars (ORJAM96).
Go back to the previous screen.
Scan the L2R2S1 location barcode. Suppose that in this physical location, you find three boxes of orange jam in 8-ounce jars.
Scan the OJ08B item barcode.
Set the quantity of the item to 3 as follows: a. At the bottom of the screen, tap Set Qty to change the quantity of the current line. b. Enter 3. The system adds three boxes of the ORJAM08 item to the document. You have completed the entry of item quantities in the L2R2S1 location and can start entering quantities in the next location.
Scan the L2R2S2 location barcode. Suppose that in this location, you find one box of orange jam in 96-ounce jars.
Scan the OJ96B item barcode to add one box of the ORJAM96 item to the document. You have finished entering item quantities in the L2R2S2 location, which was the last location in your physical inventory document.

Step 2: Correcting the Quantities in the Physical Inventory Document Suppose that you have realized that you scanned one box of the ORJAM08 item in the L2R2S1 location three times by mistake, because in fact you have two boxes. Now you need to correct the quantity in the document. Do the following in the mobile app: Lesson 13 (Optional): Mobile Operations | 148

While you are still viewing the Scan and Count screen with the 000003 physical inventory document opened, scan the L2R2S1 location barcode.
At the bottom of the screen, tap Remove to switch to Remove mode.
Scan the OJ08B item barcode. The system removes one box of the ORJAM08 item from the document.
You have corrected the quantity of the ORJAM08 item in the L2R2S1 location.

Step 3: Adding an Extra Line to the Physical Inventory Document Suppose that in the L2R2S2 location, you have found one jar of the ORJAM08 item, which is not in the physical inventory document. To add this item to the document, do the following in the Acumatica mobile app:

While you are still viewing the Scan and Count screen with the 000003 physical inventory document opened, scan the L2R2S2 location barcode.
Scan the OJ08 item barcode. The system shows the warning, asking you to confirm the addition of the new row to the document.
In the Scan box, enter *ok. The system adds a new row for the L2R2S2 location and the ORJAM08 item to the document.
You have added the extra item to the physical inventory document.

Step 4: Reviewing the Quantities and Confirming the Entered Data Now that you have entered the quantities of the counted items in the physical inventory document, you will review the quantities and confirm the entered data. Do the following in the Acumatica mobile app:

While you are still viewing the 000003 physical inventory document on the Scan and Count screen, tap Review, and make sure that the settings shown on the screen correspond to the settings in the following table.

    Location                                   Inventory ID                                Physical Quantity

    Line 2, Rack 2, Shelf 1 (L2R2S1)           ORJAM08                                     20

    Line 2, Rack 2, Shelf 2 (L2R2S2)           ORJAM96                                     10

    Line 2, Rack 2, Shelf 2 (L2R2S2)           ORJAM08                                     1

Go back to the previous screen.
In the top right corner of the screen, tap More > Confirm to confirm the entered data. The system confirms the data and clears the physical inventory document number. The form is ready for a new count.
You have successfully counted orange jam in the warehouse locations and entered data in the system.

Item and Storage Lookup: Process Activity (Mobile)

In the following activity, by using the Acumatica mobile app, you will learn how to search for information about stock items on the Item Lookup screen, which corresponds to the Item Lookup (IN202520) form of Acumatica ERP, and for information about items stored in a particular location on the Storage Lookup screen, which corresponds to the Storage Lookup (IN409020) form of Acumatica ERP. In this activity, we use the Acumatica mobile app for Android devices. The appearance and functionality of the mobile app for iOS devices may diﬀer somewhat. Lesson 13 (Optional): Mobile Operations | 149

Story

Suppose that you are a warehouse worker in the wholesale warehouse of the SweetLife Fruits & Jams company. When you walk around the warehouse you find items and boxes that have been inappropriately placed on the floor or on tables. One of your work tasks is to find out what are these items and where they should be stored in the Acumatica mobile app, so that you can move the items to the appropriate storage.

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
Inventory Operations
On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. For this warehouse, on the Locations tab, the following warehouse locations have been added: MAIN, L1R3S2, L2R3S2, and L3R3S2.
On the Stock Items (IN202500) form, the APJAM32 stock item has been created. For this stock item, barcodes have been specified on the Cross-Reference tab of the form.

Process Overview

In this activity, you will look up an item by scanning the item barcode on the Item Lookup screen of the Acumatica mobile app. You will scan the item barcode and view information about the item, such as the location and availability. You will also search for a list of the items stored in a particular location by using the Storage Lookup screen, where you will scan the location barcode and view the list of items, with the on-hand quantity for each item.

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

Step 1: Looking Up an Item by Scanning the Item Barcode Suppose that as you are walking through the warehouse, you notice a box standing on the floor near some racks; the box has 10 apple jars, each 32 ounces. You do not see other warehouse workers nearby, so you decide to find out what this box contains and where it should be placed. In the Acumatica mobile app on your mobile device, do the following:

On the main menu of the mobile app, tap the Warehouse Management > Item Lookup tile to view the Item Lookup screen.
Scan the AJ32B item barcode (which is the barcode aﬀixed to the box).
At the bottom of the screen, tap Review. The Inventory Summary screen is opened. (This screen corresponds to the Inventory Summary (IN401000) form in Acumatica ERP.) On this screen, you can see that the item is stored in the following locations: MAIN, L1R3S2, L2R3S2, and L3R3S2. The MAIN location is the receiving location far from the place where you found the box. Most likely, the box was taken from the racks with sorted items. You know that the box contains 10 jars, so this box can be stored in either the L1R3S2 location or the L3R3S2 location. As you can see on the screen, the L2R3S2 location contains only 8 jars of this item, so the box definitely is not from this location. Lesson 13 (Optional): Mobile Operations | 150
Now you need to find out which of the locations (L1R3S2 or L3R3S2) contains less jam than the quantity that is recorded in the system.

Step 2: Looking Up Items Stored in a Location Suppose that you have counted the quantities of boxes and jars of the APJAM32 item in the L1R3S2 and L3R3S2 locations and found out that the L1R3S2 shelf contains one box of 10 jars and 3 single jars; the L3R3S2 contains one box of 10 jars and 6 single jars. To find out if the L1R3S2 or L3R3S2 location contains less jam than the quantity that is recorded in the system, do the following in the Acumatica mobile app:

On the main menu of the mobile app, tap the Warehouse Management > Storage Lookup tile to view the Storage Lookup screen.
Scan the L1R3S2 location barcode.
At the bottom of the screen, tap Review. The Storage Summary screen is opened, where you can see that the on-hand quantity of the APJAM32 item is 13, which corresponds to one box of 10 jars and 3 separate jars. So the box you have found is not from this location.
Go back to the previous screen.
Scan the L3R3S2 location barcode.
At the bottom of the screen, tap Review. On the Storage Summary screen, you can see that the on-hand quantity of the APJAM32 item is 26, which corresponds to two boxes of 10 jars each and 6 separate jars. You see only one box in this location, so the box you have found should be placed in this location.

Picking and Packing Operations: Process Activity (Mobile)

In the following activity, you will learn how to perform the picking and packing of items for a shipment by using the Pick, Pack, and Ship screen of the Acumatica mobile app, which corresponds to the Pick, Pack, and Ship (SO302020) form of Acumatica ERP. In this activity, we use the Acumatica mobile app for Android devices. The appearance and functionality of the mobile app for iOS devices may diﬀer somewhat.

Story

Suppose that you are a warehouse worker of the wholesale warehouse of the SweetLife Fruits & Jams company. Your warehouse manager gives you a task to prepare a shipment with the help of the Acumatica mobile app. In your organization, the pick and pack workflow is used, which means that you go through the warehouse locations and pick the items listed in the shipment pick list. Then you go to the packing line and pack the picked items into boxes.

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
Fulfillment
On the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, the Display the Pick Tab and the Display the Pack Tab check boxes are selected. Lesson 13 (Optional): Mobile Operations | 151
On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab of the form, multiple warehouse locations are configured.
On the Stock Items (IN202500) form, the following stock items have been created: APJAM96, ORJAM96, and LEMJAM96. For each stock item, barcodes have been specified on the Cross-Reference tab of the form.
On the Sales Orders (SO301000) form, a sales order for the COFFEESHOP customer has been created.
On the Shipments (SO302000) form, a shipment has been prepared for this sales order.

Process Overview

In this activity, in the Acumatica mobile app, you will open the Pick, Pack, and Ship screen (which corresponds to the Pick, Pack, and Ship (SO302020) form in Acumatica ERP), switch to Pick mode and scan the number of the shipment from the pick list. Then you will pick the items and scan their barcodes and quantities. Aer you finish picking items, you will switch to Pack mode on the same screen and scan the barcode of the box to which you pack the items. Then you will scan the item barcode and quantity of the items being packed into the box. Aer you finish packing the items, you will confirm the shipment.

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

Step 1: Picking Items for Shipping To pick items for shipping, do the following in the Acumatica mobile app on your mobile device:

On the main menu of the mobile app, tap the Warehouse Management > Pick, Pack, and Ship tile to view the Pick, Pack, and Ship screen.
In the top pane, make sure that Pick mode is in use.
Scan the 000030 barcode, which is the reference number of the shipment for which you are picking items. The system loads the shipment lines and shows the reference number of the shipment in the top pane of the screen.
At the bottom of the screen, tap Review to review the shipment lines.
Go back to the previous screen.
Scan the L3R2S2 barcode to select the location from which the item is picked.
Scan the AJ08 barcode to select the item being picked.
Set the quantity of the item to 12 as follows: a. At the bottom of the screen, tap Set Qty to change the quantity of the current line. b. Enter 12. The system specifies 12 as the Picked Quantity. To review the entered quantity, tap Review, and then tap the document line with the Apple jam 8 oz. item.
```
              In this activity, you are specifying the quantity in Quantity Editing mode to save time. In a
              production environment, warehouse workers would instead scan the barcode of each item
              included in the document.
```
Go back to the previous screen. 10.Scan the L2R1S3 barcode to select the location from which the item is picked. 11.Scan the OJ32 barcode to select the item being picked. 12.Set the quantity of the item to 6. The system specifies 6 as the Picked Quantity and displays a message in the notification area indicating that the shipment has been picked. 13.Tap Review to review the picked quantities. Lesson 13 (Optional): Mobile Operations | 152
```
 14.Go back to the previous screen.
```
You have picked the items for the shipment, and now you can proceed with packing the items.

Step 2: Packing Items for Shipping To pack items, do the following in the Acumatica mobile app:

While the Pick, Pack, and Ship screen is still opened on your mobile device, at the bottom of the screen, tap Change Mode > Pack to switch to Pack mode. Notice that the shipment is still selected and its reference number is shown in the top pane.
Scan the MEDIUM barcode to select the box for packaging the shipment.
Scan the AJ08 barcode to select the item being packed.
Set the quantity of the item to 12 as follows: a. At the bottom of the screen, tap Set Qty to change the quantity of the current line. b. Enter 12. The system specifies 12 as the Picked Quantity. c. To review the entered quantity, tap Review, tap MEDIUM, and then tap the document line with the Apple jam 8 oz. item.
Go back to the Pick, Pack, and Ship screen.
Scan the OJ32 barcode to select the item being picked.
Set the quantity of the item to 6. The system specifies 6 as the Packed Quantity and displays a message in the notification area indicating that the shipment is packed in full.
To review the packed quantities of items, do the following: a. Tap Review. b. Tap MEDIUM. c. Tap the document line with the Apple jam 8 oz. item, review the document, and close the Package Content screen. d. Tap the document line with the Orange jam 8 oz. item, review the document, and close the Package Content screen.
Go back to the Pick, Pack, and Ship screen. 10.In the top right corner of the screen, tap More > Confirm Package to confirm the package. 11.In the top right corner of the screen, tap More > Confirm Shipment to confirm the shipment.
You have successfully picked and packed the items of the shipment.

Receiving and Putting Away Operations: To Receive and Put Away Items (Mobile)

In the following activity, you will learn how to perform the receiving and putting away of items on the Receive and Put Away screen of the Acumatica mobile app, which corresponds to the Receive and Put Away (PO302020) form in Acumatica ERP. In this activity, we use the Acumatica mobile app for Android devices. The appearance and functionality of the mobile app for iOS devices may diﬀer somewhat.

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 (70 pounds of apples and 50 pounds of Lesson 13 (Optional): Mobile Operations | 153

oranges) in the warehouse with the help of the Acumatica mobile app. 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 put away the apples and part of the oranges in one fruit location, and the rest of the oranges in another fruit location.

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 of the form, multiple warehouse locations reflecting the warehouse structure have been configured.
On the Stock Items (IN202500) form, the APPLES and ORANGES stock items have been created. For each stock item, barcodes have been specified on the Cross-Reference tab of the form.
On the Purchase Orders (PO301000) form, a purchase order to the ALLFRUITS vendor has been created.
On the Purchase Receipts (PO302000) form, a purchase receipt has been created for this purchase order.

Process Overview

In this activity, you will open the Receive and Put Away screen in the Acumatica mobile app, switch to Receive mode, and scan the number of the purchase order. Then you will receive the items and scan their barcodes and quantities. Aer you finish receiving the items, you will switch to Put Away mode on the same form, scan the barcodes of the warehouse locations to which the items are being put away, scan the item barcodes, and correct the quantities. Aer you finish putting away items, you will release the transfer receipt.

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

Step 1: Receiving Items in the Receiving Location To record the receipt of items in the warehouse, do the following in the Acumatica mobile app on your mobile device:

On the main menu of the mobile app, tap the Warehouse Management > Receive and Put Away tile to view the Receive and Put Away screen.
In the top pane, make sure Receive mode is in use.
Scan the 000019 barcode, which is the reference number of the purchase receipt for which you are receiving items. The system loads the purchase receipt lines and shows the reference number of the purchase receipt in the top pane.
Scan the MAIN barcode to select the location to which you are receiving the items.
Scan the AP1LB barcode to select the item being received.

Set the quantity of the item to 70 as follows: a. At the bottom of the screen, tap Set Qty to change the quantity of the current line. Lesson 13 (Optional): Mobile Operations | 154

   b. Enter 70. The system specifies 70 as the received quantity.

              In this activity, you are specifying the quantity in Quantity Editing mode to save time. In a
              production environment, warehouse workers would instead scan the barcode of each item
              included in the document.

Scan the OR1LB barcode to select the next item being received.
Set the quantity of the item to 50. The system inserts 50 as the received quantity.
At the bottom of the screen, tap Review to view the items that have been added to the receipt. 10.Go back to the previous screen. 11.In the top right corner of the screen, tap More > Release Receipt. The system releases the purchase receipt and generates the inventory receipt transaction to record the receipt of items to 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 the received items are being put away in the appropriate locations, do the following in the Acumatica mobile app:

While you are still viewing the Receive and Put Away screen on your mobile device, at the bottom of the screen, tap Change Mode > Put Away to switch to Put Away mode.
Scan the F1S2 barcode to select the location to which the items are being put away.
Scan the AP1LB barcode to select the item to be put away in this location. The system specifies 1 as the put away quantity. On the top pane, the Transfer Nbr. box shows the reference number of the inventory transfer transaction that the system automatically created to record the movement of items from the receiving location to the storage locations.
Set the quantity of the item to 70 as follows: a. At the bottom of the screen, tap Set Qty to change the quantity of the current line. b. Enter 70. The system specifies 70 as the put away quantity, indicating that 70 pounds of apples have been put away on the second shelf of the first fruit location.
Scan the OR1LB barcode to select the item being put away.
Set the quantity of the item to 30. The system inserts 30 as the put away quantity, indicating that 30 pounds of oranges have been put away on the second shelf of the first fruit location.
Enter F2S2 to select another location to which the rest of the oranges will be put away.
Enter OR1LB to select the item being put away.
Set the quantity of the item to 20. The system specifies 20 as the put away quantity, indicating that 20 pounds of oranges have been put away on the second shelf of the second fruit location. Now all items from the purchase receipt have been put away in the appropriate storage locations. 10.At the bottom of the screen, tap Review to view the list of items in the transfer. For the ORANGES item, notice that the system shows as the destination location, indicating that the items have been put away in multiple locations. 11.Go back to the previous screen. 12.In the top right corner of the screen, tap More > Release Transfer to release the transfer.
You have successfully received the items to the receiving location and put away the items in the appropriate locations. Additional Materials | 155

Additional Materials

This part provides implementation checklists related to the processes and scenarios covered in the corresponding lessons of the guide.

Working Modes and Supported Commands

This topic lists the commands that can be used to quickly switch to another mode or to perform an action in the current mode. The listed commands can be used on the following forms:

Item Lookup (IN202520)
Pick, Pack, and Ship (SO302020)
Receive and Put Away (PO302020)
Scan and Count (IN305020)
Scan and Issue (IN302020)
Scan and Receive (IN301020)
Scan and Transfer (IN304020)
Storage Lookup (IN409020) Some commands can be used on any form, while other commands are restricted to a specific form. The applicable forms are specified in the description of each table.
```
      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.
```
Table: Commands for Switching Working Modes These commands, which can be used in any mode and on any form listed in the topic, give you the ability to switch to diﬀerent working modes. When you switch to another working mode, the system automatically opens the relevant form. In the Acumatica mobile app, the use of these commands is restricted to switching modes within one screen. Navigation between screens is not supported.
Command Description of Performed Operation
@receive Opens the Receive and Put Away (PO302020) form and switches to Receive mode. This command cannot be used if the Display the Re- ceive Tab check box is cleared on the Warehouse Management tab (Receiving Workflow section) of the Purchase Orders Preferences (PO101000) form. Additional Materials | 156

Command Description of Performed Operation

@putaway Opens the Receive and Put Away form and switches to Put Away mode. This command cannot be used if the Display the Put Away Tab check box is cleared on the Warehouse Management tab (Receiving Workflow section) of the Purchase Orders Preferences form.

@pick Opens the Pick, Pack, and Ship (PO302020) form and switches to Pick mode. This command cannot be used if the Display the Pick Tab check box is cleared on the Warehouse Manage- ment tab (Fulfillment Workflow section) of the Sales Orders Preferences (SO101000) form.

@pack Opens the Pick, Pack, and Ship form and switches to Pack mode. This command cannot be used if the Display the Pack Tab check box is cleared on the Warehouse Manage- ment tab (Fulfillment Workflow section) of the Sales Orders Preferences form.

@ship Opens the Pick, Pack, and Ship form and switches to Ship mode. This mode is not available in the Acumati- ca mobile app. This command cannot be used if the Display the Ship Tab check box is cleared on the Warehouse Manage- ment tab (Fulfillment Workflow section) of the Sales Orders Preferences form.

@inissue Opens the Scan and Issue (IN302020) form and switch- es to Scan and Issue mode.

@inreceive Opens the Scan and Receive (IN301020) form and switches to Scan and Receive mode.

@intransfer Opens the Scan and Transfer (IN304020) form and switches to Scan and Transfer mode.

@count Opens the Scan and Count (IN305020) form and switches to Scan and Count mode.

@item Opens the Item Lookup (IN202520) form and switches to Item Lookup mode.

@storage Opens the Storage Lookup (IN202520) form and switch- es to Storage Lookup mode.

Table: Common Commands These commands, which can be used in any mode and on any form listed in the topic, give you the ability to perform processing actions. Additional Materials | 157

Command Description of Performed Operation

*cancel Clears the unconfirmed lines and returns to the initial step of the mode (such as scanning a document num- ber or a warehouse).

*ok Confirms the line that is currently being processed or confirms your selections in a dialog box.

*qty Enables Quantity Editing mode for a confirmed line.

*remove Activates Remove mode, in which the user removes items.

*reset Clears the unconfirmed lines and returns to the first step in the mode, keeping the current document se- lected.

*save Saves your progress on the current operation.

Table: Receive Mode Commands These commands, which can be used in Receive mode, give you the ability to perform actions specific to receiving on the Receive and Put Away (PO302020) form.

Command Description of Performed Operation

*release Releases the currently processed purchase receipt.

completepolines Releases the purchased receipt that is being processed and completes all its lines, regardless of whether they were received in full.

Table: Put Away Mode Commands This command, which can be used in Put Away mode, gives you the ability to release an inventory transfer on the Receive and Put Away (PO302020) form.

Command Description of Performed Operation

*release Releases the inventory transfer that has been pre- pared for the operation of putting away items.

Table: Commands Specific to Pick and Pack Mode These commands, which can be used in Pick and Pack mode, give you the ability to perform actions specific to picking and packing on the Pick, Pack, and Ship (SO302020) form.

Mode Command Description of Performed Operation

Pick confirmpick Marks as picked the shipment which is currently being processed. Automated picking Additional Materials | 158

Mode Command Description of Performed Operation

Pick confirmpick Confirms the pick list which is currently being processed. Wave, batch, paperless pick- ing

Pick and Pack confirmshipment Confirms the shipment which is cur- rently being processed. Wave, batch, paperless pick- ing

Pick nextpicklist Suggests another pick list. Paperless picking The system uses the last scanned loca- tion as the current location of the pick- er to suggest the nearest pick list.

Pick confirmpickandnext Confirms the current pick list and sug- gests another pick list. Paperless picking The system uses the last scanned loca- tion as the current location of the pick- er to suggest the nearest pick list.

Pick confirmline*qty The system confirms the line with an incomplete quantity. You can return Paperless picking to this line later to pick the remaining quantity.

Pack packageconfirm Confirms the package. This command is equal to the *ok command. Wave, batch, paperless pack- ing

Pack packallintobox Moves all items that are not packed yet to the current box. Wave, batch, paperless pack- ing

Pack-only confirmpack Confirms the package in the paperless pack-only workflow. Paperless packing

Pack-only confirmpackandnext Confirms the package in the paperless pack-only workflow and suggests the Paperless packing next pick list.

Table: Commands Specific to Ship Mode These commands, which can be used in Ship mode, give you the ability to perform actions specific to shipping on the Pick, Pack, and Ship (SO302020) form.

Command Description of Performed Operation

getlabels Gets the return labels.

refreshrates Refreshes rates of carriers. Additional Materials | 159

Table: Cart Tracking Commands These commands, which can be used in any mode, give you the ability to perform actions specific to cart tracking on the Pick, Pack, and Ship (SO302020) and Receive and Put Away (PO302020) forms.

Command Description of Performed Operation

cartin Enables Cart Loading mode.

cartout Enables Cart Unloading mode.

Table: Command Specific to Scan and Issue Mode This command, which can be used in Scan and Issue mode, gives you the ability to release the inventory issue on the Scan and Issue (IN302020) form.

Command Description of Performed Operation

*release Releases the inventory issue document that has been prepared for the operation that has been performed.

Table: Command Specific to Scan and Receive Mode This command, which can be used in Scan and Receive mode, gives you the ability to release the inventory receipt document on the Scan and Receive (IN301020) form.

Command Description of Performed Operation

*release Releases the inventory receipt document that has been prepared for the operation that has been per- formed.

Table: Command Specific to Scan and Transfer Mode This command, which can be used in Scan and Transfer mode, gives you the ability to release the inventory transfer document on the Scan and Transfer (IN304020) form.

Command Description of Performed Operation

*release Releases the inventory transfer document that has been prepared for the operation that has been per- formed.

Table: Command Specific to Scan and Count Mode This command, which can be used in Scan and Count mode, gives you the ability to confirm the physical inventory document on the Scan and Count (IN305020) form.

Command Description of Performed Operation

*confirm Confirms the physical inventory document prepared for the operation being performed. Additional Materials | 160

Appendix 1: Receiving and Putting Away Operations

This section provides implementation checklists related to receiving and putting away operations.

Receiving and Putting Away Operations: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated receiving and putting away of items.

Prerequisites

Before you start configuring automated warehouse operations, you should make sure that the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form                                                      Criteria to Check

Purchase Orders Preferences (PO101000)                    Make sure that all necessary settings related to inven-
                                                          tory and order management have been specified, as
Inventory Preferences (IN101000)
                                                          described in Configuration of Order Management: Gen-
                                                          eral Information.

Warehouses (IN204000)                                     Make sure that the following entities have been creat-
                                                          ed:

The required warehouses, as described in Ware- houses: Implementation Activity.
The required locations, as described in Warehouse Locations and Single-Step Transfers: Implementation Activity.
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.

Minimum Workflow Settings

Before you start receiving and putting away items for shipments by using a barcode scanner or other device, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table.

Form                                                      Criteria to Check

Enable/Disable Features (CS100000)                        Make sure that the following features are enabled:

Multiple Warehouse Locations
Warehouse Management
Receiving Additional Materials | 161
Form Criteria to Check
The General tab of the Purchase Orders Preferences Make sure that Open Quantity is selected in the De- (PO101000) form fault Receipt Quantity box in the Other section.
The Warehouse Management tab of the Purchase Or- Make sure that the Display the Receive Tab check box ders Preferences (PO101000) form is selected in the Receiving Workflow section. With this check box selected, the receiving workflow is configured so that a user processes the receipt of the items to the receiving location in Receive mode.
The Cross-Reference tab of the Stock Items (IN202500) Make sure that the barcodes have been specified for form each item.

Recommended Workflow Settings

We recommend that you configure the workflow for the automated receiving and putting away items by specifying the following settings on the Warehouse Management tab of the Purchase Orders Preferences (PO101000) form.

Element                              State                      Description

Display the Put Away Tab             Selected                   With this check box selected, the user
                                                                processes the putting away of items from the
                                                                receiving location to the locations where the
                                                                items will be stored in Put Away mode.

Display the Return Tab               Selected                   With this check box selected, the user
                                                                processes the returning of items from the re-
                                                                ceiving location to the vendor when they are
                                                                working in Return mode.

Display the Receive Transfer Tab     Selected                   With this check box selected, the user
                                                                processes in the receiving of items to the re-
                                                                ceiving location when they are working in Re-
                                                                ceive Transfer mode.

Display the Scan Log Tab             Selected                   With this check box selected, the system will
                                                                display the Scan Log tab on the Receive and
                                                                Put Away (PO302020) form; on this tab, a user
                                                                can review the list of operations that have
                                                                been performed during the past two weeks.

Explicit Line Confirmation           Cleared                    With this check box cleared, the system does
                                                                not request user confirmation for each line
                                                                when the user is performing automated oper-
                                                                ations in Receive mode and Put Away mode.

Use Single Receiving Location        Selected                   With this check box selected, the system asks
                                                                for the receiving location only once for each
                                                                purchase receipt being processed; all items of
                                                                this purchase receipt are received to this loca-
                                                                tion.

Additional Materials | 162

Printing Settings

If the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form, you can configure the printing of documents by using the following settings on the Warehouse Management tab of the Purchase Orders Preferences (PO101000) form.

 Element                               State                        Description

 Print Inventory Labels Automati-      Selected                     With this check box selected, the system au-
 cally                                                              tomatically prints the inventory label for the
                                                                    purchase receipt being processed.

 Print Purchase Receipts Auto-         Selected                     With this check box selected, the system au-
 matically                                                          tomatically prints the processed purchase re-
                                                                    ceipts.

Other Settings That Aﬀect the Workflow You can aﬀect the workflow for the automated receiving and putting away of items by specifying additional settings on the Purchase Orders Preferences (PO101000) form:

To speed up the entry of quantities in the lines being processed, select the Use Default Quantity check box. When this check box is selected, the Set Qty button on the form toolbar of the Receive and Put Away (PO302020) form becomes available before you scan the barcode of an item. You click this button to specify the default quantity of the item. Aer the default quantity is specified, the system inserts it in the Received Qty. or Put Away Qty. column each time you scan the barcode of the item.
To make the system automatically specify the default receiving location of a warehouse for all receipt documents being processed, select the Default Receiving Location check box.
To make the system request the receiving location for each item being processed in Receive mode, clear the Use Single Receiving Location check box, and select the Request Location for Each Item on Receiving check box. To make the system request the location to which each item must be put away in Put Away mode, clear the Use Single Receiving Location check box, and select the Request Location for Each Item on Putting Away check box.
To give users the ability to perform additional verification of a purchase receipt to ensure the correctness of its item quantities, select the Verify Receipts Before Release check box. When this check box is selected, a user can confirm a purchase receipt on the Receive and Put Away form but cannot release it. A user can release the receipt on the Purchase Receipts (PO302000) form. When the Verify Receipts Before Release check box is selected, the Keep Zero Lines on Receipt Confirmation check box becomes available for selection. With this check box selected, the system will keep lines with a receipt quantity of 0 in a purchase receipt on the Purchase Receipts form aer a user has confirmed the receipt of items.

Known Process Limitations

The following limitations apply to the automated receiving and putting away of items:

Non-stock items cannot be processed on the Receive and Put Away (PO302020) form. If you need to receive a non-stock item, you create and process a separate receipt for this item on the Purchase Receipts (PO302000) form. Additional Materials | 163
Multiple users cannot simultaneously process unreleased transfer receipts with partial item quantities on the Receive and Put Away form. However, if you have created and released a transfer receipt with a partial item quantity, the remaining quantity can be received in another transfer receipt.

Appendix 2: Item and Storage Lookup

This section provides implementation checklists related to item and storage lookup.

Item and Storage Lookup: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated lookup of items by scanning or entering a barcode of an item or location.

Prerequisites

Before you can start using automated lookup of items, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table.

Form                                                      Criteria to Check

Enable/Disable Features (CS100000)                        Make sure that the following features are enabled:

Multiple Warehouse Locations
Warehouse Management
Inventory Operations
Inventory Preferences (IN101000) Make sure that all necessary settings related to inven- tory have been specified, as described in Configuration of Order Management: Implementation Activity.
Warehouses (IN204000) Make sure that the following entities have been creat- ed:
Required warehouses, as described in Warehouses: Implementation Activity.
Required locations, as described in Warehouse Lo- cations and Single-Step Transfers: Implementation Activity.
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.

Appendix 3: Processing of Transfers

This section provides implementation checklists related to transfers. Additional Materials | 164

Processing of Transfers: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated processing of transfers.

          The recommendations in this topic are for systems in which lot and serial tracking will not be used
          —that is, in which the Lot and Serial Tracking feature is disabled on the Enable/Disable Features
          (CS100000) form.

Prerequisites

Before you start automated processing of transfers, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table.

Form                                                      Criteria to Check

Enable/Disable Features (CS100000)                        Make sure that the following features are enabled:

Multiple Warehouse Locations
Warehouse Management
Inventory Operations
Inventory Preferences (IN101000) Make sure that all necessary settings related to inven- tory have been specified, as described in Configuration of Order Management: Implementation Activity.
Warehouses (IN204000) Make sure that the following entities have been creat- ed:
The required warehouses, as described in Ware- houses: Implementation Activity.
The required locations, as described in Warehouse Locations and Single-Step Transfers: Implementation Activity.
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.

Recommended Workflow Settings

We recommend that you specify the following settings, which determine the workflow for the automated processing of transfers. You specify these settings on the Inventory Preferences (IN101000) form.

Element                                State                                  Description

Use Default Quantity in Transfers      Cleared                                With this check box cleared,a user
                                                                              can enter the item quantity for
                                                                              each line after entering an item. By
                                                                              default, the system will add one
                                                                              unit of the item to the line.

Additional Materials | 165

Element                                State                                  Description

Use Default Reason Code in             Selected                               With this check box selected, if
Transfers                                                                     a reason code for transfers has
                                                                              been created on the Reason Codes
                                                                              (CS211000) form, the system will
                                                                              copy this reason code to all trans-
                                                                              fers created on the Scan and Trans-
                                                                              fer form.

Request Location for Each Item in      Cleared                                With this check box cleared, the
Transfers                                                                     system prompts a user to enter the
                                                                              barcodes of the origin and destina-
                                                                              tion locations once. Then the user
                                                                              can enter all needed item barcodes
                                                                              to transfer the items between the
                                                                              selected locations.

Use Explicit Line Confirmation         Cleared                                With this check box cleared, a user
                                                                              confirms all lines after adding all
                                                                              required data for all items to a
                                                                              transfer.

Use Warehouse from User Profile        Selected                               With this check box selected, the
                                                                              system copies the warehouse to be
                                                                              used in the transfer from the profile
                                                                              of the signed-in user.

Appendix 4: Processing of Inventory Issues

This section provides implementation checklists related to inventory issues.

Processing of Inventory Issues: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated processing of inventory issues.

          The recommendations in this topic are for systems in which lot and serial tracking will not be used
          —that is, in which the Lot and Serial Tracking feature is disabled on the Enable/Disable Features
          (CS100000) form.

Prerequisites

Before you start automated processing issues, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table. Additional Materials | 166

Form                                                    Criteria to Check

Enable/Disable Features (CS100000)                      Make sure that the following features are enabled:

Multiple Warehouse Locations
Warehouse Management
Inventory Operations
Inventory Preferences (IN101000) Make sure that all necessary settings related to inven- tory have been specified, as described in Configuration of Order Management: Implementation Activity.
Warehouses (IN204000) Make sure that the following entities have been creat- ed:
The required warehouses, as described in Ware- houses: Implementation Activity.
The required locations, as described in Warehouse Locations and Single-Step Transfers: Implementation Activity.
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.

Recommended Workflow Settings

We recommend that you configure the workflow for the automated processing of issues by specifying the following settings on the Inventory Preferences (IN101000) form.

Element                              State                                  Description

Use Default Quantity in Issues       Cleared                                With this check box cleared,a user
                                                                            can enter the item quantity for
                                                                            each line after entering an item. By
                                                                            default, the system will add one
                                                                            unit of the item to the line.

Use Default Reason Code in Is-       Selected                               With this check box selected, if a
sues                                                                        reason code for issues has been
                                                                            created on the Reason Codes
                                                                            (CS211000) form and specified in
                                                                            the Issue/Return Reason Code
                                                                            box on the Inventory Preferences
                                                                            (IN101000) form, the system will
                                                                            copy this reason code to all issues
                                                                            created on the Scan and Issue
                                                                            form.

Additional Materials | 167

Element                                State                                    Description

Request Location for Each Item in      Cleared                                  With this check box cleared, the
Issues                                                                          system prompts a user to enter the
                                                                                barcode of a location once. Then
                                                                                the user can enter all needed item
                                                                                barcodes to issue the items from
                                                                                the selected location.

Use Explicit Line Confirmation         Cleared                                  With this check box cleared, a user
                                                                                confirms all lines after adding all
                                                                                required data for all items to an is-
                                                                                sue.

Use Warehouse from User Profile        Selected                                 With this check box selected, the
                                                                                system copies the warehouse to be
                                                                                used in the issue from the profile of
                                                                                the signed-in user.

Appendix 5: Processing of Inventory Receipts

This section provides implementation checklists related to inventory receipts.

Processing of Inventory Receipts: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated processing of inventory receipts.

          The recommendations in this topic are for systems in which lot and serial tracking will not be used
          —that is, in which the Lot and Serial Tracking feature is disabled on the Enable/Disable Features
          (CS100000) form.

Prerequisites

Before you start automated processing receipts, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table.

Form                                                      Criteria to Check

Enable/Disable Features (CS100000)                        Make sure that the following features are enabled:

Multiple Warehouse Locations
Warehouse Management
Inventory Operations
Inventory Preferences (IN101000) Make sure that all necessary settings related to inven- tory have been specified, as described in Configuration of Order Management: Implementation Activity. Additional Materials | 168
Form Criteria to Check
Warehouses (IN204000) Make sure that the following entities have been creat- ed:
The required warehouses, as described in Ware- houses: Implementation Activity.
The required locations, as described in Warehouse Locations and Single-Step Transfers: Implementation Activity.
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.

Recommended Workflow Settings

We recommend that you configure the workflow for the automated processing of receipts by specifying the following settings on the Inventory Preferences (IN101000) form.

Element                              State                                 Description

Use Default Quantity in Receipts     Cleared                               With this check box cleared,a user
                                                                           can enter the item quantity for
                                                                           each line after entering an item. By
                                                                           default, the system will add one
                                                                           unit of the item to the line.

Use Default Reason Code in Re-       Selected                              With this check box selected, if
ceipts                                                                     a reason code for receipts has
                                                                           been created on the Reason Codes
                                                                           (CS211000) form and specified
                                                                           in the Receipt Reason Code
                                                                           box on the Inventory Preferences
                                                                           (IN101000) form, the system will
                                                                           copy this reason code to all receipts
                                                                           created on the Scan and Receive
                                                                           form.

Request Location for Each Item in    Cleared                               With this check box cleared, the
Receipts                                                                   system prompts a user to enter the
                                                                           barcode of a location once. Then
                                                                           the user can enter all needed item
                                                                           barcodes to receive the items from
                                                                           the selected location.

Use Explicit Line Confirmation       Cleared                               With this check box cleared, a user
                                                                           confirms all lines after adding all
                                                                           required data for all items to a re-
                                                                           ceipt.

Additional Materials | 169

Element                               State                                   Description

Default Warehouse from User           Selected                                With this check box selected, the
Profile                                                                       system copies the warehouse to be
                                                                              used in receipts from the profile of
                                                                              the signed-in user.

Appendix 6: Picking and Packing Operations

This section provides implementation checklists related to picking and packing operations.

Picking and Packing Operations: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated picking and packing of items.

Prerequisites

Before you start configuring the workflow for automated processing of shipments, you should make sure that the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form                                                      Criteria to Check

Sales Orders Preferences (SO101000)                       Make sure that all necessary settings related to inven-
                                                          tory and order management have been specified, as
Inventory Preferences (IN101000)
                                                          described in Configuration of Order Management: Gen-
                                                          eral Information.

Warehouses (IN204000)                                     Make sure that the following entities have been creat-
                                                          ed:

The required warehouses, as described in Ware- houses: Implementation Activity.
The required locations, as described in Warehouse Locations and Single-Step Transfers: Implementation Activity.
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.

Minimum Workflow Settings

Before you start picking and packing items for shipments by using a barcode scanner or other device, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table. Additional Materials | 170

Form                                                    Criteria to Check

Enable/Disable Features (CS100000)                      Make sure that the following features are enabled:

Multiple Warehouse Locations
Warehouse Management
Fulfillment
The Warehouse Management tab of the Sales Orders Make sure the following check boxes are selected: Preferences (SO101000) form
Display the Pick Tab: If this check box is selected, a user starts the processing of a shipment with pick- ing the items.
Display the Pack Tab: If this check box is selected, a user packs the items into the boxes before con- firming a shipment.
The Cross-Reference tab of the Stock Items (IN202500) Make sure that the barcodes have been specified for form each item.

Recommended Workflow Settings

We recommend that you configure the workflow for the automated picking and packing by specifying the following settings on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form.

Element                              State                                  Description

Display the Scan Log Tab             Selected                               With this check box selected, the
                                                                            system will display the Scan Log
                                                                            tab on the Pick, Pack, and Ship
                                                                            (SO302020) form; on this tab, a user
                                                                            can review the list of operations
                                                                            that have been performed during
                                                                            the past two weeks.

Short Shipment Confirmation          Forbid                                 With the Forbid value selected, a
                                                                            user cannot confirm the picking of
                                                                            the shipment if not all items have
                                                                            been picked.

Explicit Line Confirmation           Cleared                                With this check box cleared, the
                                                                            system does not request user con-
                                                                            firmation for each line when the
                                                                            user is performing automated op-
                                                                            erations in Pick mode and Pack
                                                                            mode.

Confirm Weight for Each Package      Cleared                                With this check box cleared, the
                                                                            user confirms a package, and the
                                                                            system calculates the package
                                                                            weight automatically.

Additional Materials | 171

Printing Settings

 Element                               State                                 Description

 Print Shipment Confirmation Au-       Selected                              With this check box selected, the
 tomatically                                                                 system prints the shipment confir-
                                                                             mation automatically when a user
                                                                             confirms a shipment.

 Print Shipment Labels Automati-       Selected                              With this check box selected, the
 cally                                                                       system prints the shipment labels
                                                                             for the packages included in a ship-
                                                                             ment when the user confirms the
                                                                             shipment.

Other Settings That Aﬀect the Workflow You can aﬀect the workflow for the automated picking and packing of items by specifying additional settings on the Sales Orders Preferences (SO101000) form:

To speed up the entry of quantities in the lines being processed, select the Use Default Quantity check box. When this check box is selected, the Set Qty button on the form toolbar of the Pick, Pack, and Ship (SO302020) form becomes available before you scan the barcode of an item. You click this button to specify the default quantity of the item. Aer the default quantity is specified, the system inserts it in the Picked Qty. or Packed Qty. column each time you scan the barcode of the item.
To allow users to confirm partially picked and packed shipments, select Allow with Warning in the Short Shipment Configuration box.

Known Process Limitations

If the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form, a user can process in Pack mode only shipments packed to a single box. Processing of shipments packed to two or more boxes in Pack mode is currently not supported.

Appendix 7: Packing Operations

This section provides implementation checklists related to packing operations.

Packing Operations: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated packing of items. Additional Materials | 172

Prerequisites

Form                                                     Criteria to Check

Sales Orders Preferences (SO101000)                      Make sure that all necessary settings related to inven-
                                                         tory and order management have been specified, as
Inventory Preferences (IN101000)
                                                         described in Configuration of Order Management: Imple-
                                                         mentation Checklist.

Warehouses (IN204000)                                    Make sure that the following entities have been creat-
                                                         ed:

The required warehouses, as described in Ware- houses: Implementation Activity.
The required locations, as described in Warehouse Locations and Single-Step Transfers: Implementation Activity.
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.

Minimum Workflow Settings

Before you start packing items for shipments by using a barcode scanner or other device, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table.

Form                                                     Criteria to Check

Enable/Disable Features (CS100000)                       Make sure that the following features are enabled:

Multiple Warehouse Locations
Warehouse Management
Fulfillment
The Warehouse Management tab of the Sales Orders Make sure the Display the Pick Tab check box is Preferences (SO101000) form cleared and the Display the Pack Tab check box is se- lected. With these settings, a user processes the pack- ing of items in Pack mode (without first picking them) and then confirms the shipment.
The Cross-Reference tab of the Stock Items (IN202500) Make sure that the barcodes have been specified for form each item.

Recommended Workflow Settings

We recommend that you configure the workflow for the automated packing by specifying the following settings on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form. Additional Materials | 173

 Element                              State                                  Description

 Display the Scan Log Tab             Selected                               With this check box selected, the
                                                                             system will display the Scan Log
                                                                             tab on the Pick, Pack, and Ship
                                                                             (SO302020) form; on this tab, a user
                                                                             can review the list of operations
                                                                             that have been performed during
                                                                             the past two weeks.

 Short Shipment Configuration         Forbid                                 With the Forbid value selected,
                                                                             the system does not allow a user
                                                                             to confirm a shipment that is not
                                                                             packed in full.

 Explicit Line Confirmation           Cleared                                With this check box cleared, the
                                                                             system does not request user con-
                                                                             firmation for each line when the
                                                                             user is performing automated op-
                                                                             erations in Pack mode.

 Confirm Weight for Each Package      Cleared                                With this check box cleared, the
                                                                             user confirms a package, and the
                                                                             system calculates the package
                                                                             weight automatically.

Printing Settings

 Element                              State                                  Description

 Print Shipment Confirmation Au-      Selected                               With this check box selected, the
 tomatically                                                                 system prints the shipment confir-
                                                                             mation automatically when a user
                                                                             confirms a shipment.

 Print Shipment Labels Automati-      Selected                               With this check box selected, the
 cally                                                                       system prints the shipment labels
                                                                             for the packages included in a ship-
                                                                             ment when the user confirms the
                                                                             shipment.

Other Settings That Aﬀect the Workflow You can aﬀect the workflow for automated packing by specifying additional settings on the Sales Orders Preferences (SO101000) form:

To speed up the entry of quantities in the lines being processed, select the Use Default Quantity check box. When this check box is selected, the Set Qty button on the form toolbar of the Pick, Pack, and Ship (SO302020) form becomes available before you scan the barcode of an item. You click this button to specify Additional Materials | 174
```
     the default quantity of the item. Aer the default quantity is specified, the system inserts it in the Packed
     Qty. column each time you scan the barcode of the item.
```
To allow users to confirm partially packed shipments, select Allow with Warning in the Short Shipment Configuration box.

Known Process Limitations

If the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form, a user can process in Pack mode only shipments packed to a single box. The processing of shipments packed in two or more boxes in Pack mode is currently not supported.

Appendix 8: Wave Picking

This section provides implementation checklists related to wave picking.

Wave Picking: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for picking and packing items in a wave.

Prerequisites

Before you begin processing shipments in a wave, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form                                                        Criteria to Check

Sales Orders Preferences (SO101000)                         Make sure that all necessary settings related to inven-
                                                            tory and order management have been specified, as
Inventory Preferences (IN101000)
                                                            described in Configuration of Order Management: Gen-
                                                            eral Information.

Enable/Disable Features (CS100000)                          Make sure that the following features are enabled:

Warehouse Management
Fulfillment
Advanced Picking
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.
Sales Orders Preferences (SO101000) Make sure that the automated picking workflow is configured to fit the workflow established in your or- ganization, as described in Picking and Packing Opera- tions: Implementation Checklist and Packing Operations: Implementation Checklist. Additional Materials | 175

Printing Settings

 Element                               State                                  Description

 Print Shipment Confirmation Au-       Selected                               With this check box selected, the
 tomatically                                                                  system prints the shipment confir-
                                                                              mation automatically when a user
                                                                              confirms a shipment.

 Print Shipment Labels Automati-       Selected                               With this check box selected, the
 cally                                                                        system prints the shipment labels
                                                                              for the packages included in a ship-
                                                                              ment when the user confirms the
                                                                              shipment.

Other Settings That Aﬀect the Workflow You can aﬀect the workflow for wave picking by specifying additional settings on the Sales Orders Preferences (SO101000) form:

To make the user confirm that the items have been placed in the tote assigned to the shipment for which the items are being picked, select the Confirm Tote Selection on Wave Picking.
To make the system print both packing slips and pick lists for a picking worksheet, select the Print Packing Slips with Pick Lists check box on the Warehouse Management tab.

Known Process Limitations

Appendix 9: Batch Picking

This section provides implementation checklists related to batch picking.

Batch Picking: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for picking and packing items in a batch.

Prerequisites

Before you begin processing shipments in a batch, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist. Additional Materials | 176

 Form                                                     Criteria to Check

 Sales Orders Preferences (SO101000)                      Make sure that all necessary settings related to inven-
                                                          tory and order management have been specified, as
 Inventory Preferences (IN101000)
                                                          described in Configuration of Order Management: Gen-
                                                          eral Information.

 Enable/Disable Features (CS100000)                       Make sure that the following features are enabled:

Warehouse Management
Fulfillment
Advanced Picking
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.
Sales Orders Preferences (SO101000) Make sure that the automated picking workflow is configured to fit the workflow established in your or- ganization, as described in Picking and Packing Opera- tions: Implementation Checklist or Packing Operations: Implementation Checklist.

Printing Settings

 Element                               State                                  Description

 Print Shipment Confirmation Au-       Selected                               With this check box selected, the
 tomatically                                                                  system prints the shipment confir-
                                                                              mation automatically when a user
                                                                              confirms a shipment.

 Print Shipment Labels Automati-       Selected                               With this check box selected, the
 cally                                                                        system prints the shipment labels
                                                                              for the packages included in a ship-
                                                                              ment when the user confirms the
                                                                              shipment.

Known Process Limitations

Shipments which include non-stock items of any type cannot be processed in batch pick lists. Such shipments can be processed as separate shipments or in wave pick lists.
If the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form, a user can process in Pack mode only shipments packed to a single box. The processing of shipments packed in two or more boxes in Pack mode is currently not supported. Additional Materials | 177

Appendix 10: Paperless Picking

This section provides implementation checklists related to picking in paperless workflow.

Paperless Picking: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for paperless picking and packing items.

Implementation Checklist

Before you begin paperless picking and packing items, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

 Form                                                     Criteria to Check

 Sales Orders Preferences (SO101000)                      Make sure that all necessary settings related to inven-
                                                          tory and order management have been specified, as
 Inventory Preferences (IN101000)
                                                          described in Configuration of Order Management: Gen-
                                                          eral Information.

 Enable/Disable Features (CS100000)                       Make sure that the following features are enabled:

Warehouse Management
Fulfillment
Paperless Picking
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.
Sales Orders Preferences (SO101000) Make sure that the automated picking workflow is configured to fit the workflow established in your or- ganization, as described in Picking and Packing Opera- tions: Implementation Checklist or Packing Operations: Implementation Checklist.

Printing Settings

 Element                               State                                  Description

 Print Shipment Confirmation Au-       Selected                               With this check box selected, the
 tomatically                                                                  system prints the shipment confir-
                                                                              mation automatically when a user
                                                                              confirms a shipment.

Additional Materials | 178

Element                                 State                                  Description

Print Shipment Labels Automati-         Selected                               With this check box selected, the
cally                                                                          system prints the shipment labels
                                                                               for the packages included in a ship-
                                                                               ment when the user confirms the
                                                                               shipment.

Other Settings That Aﬀect the Workflow You can aﬀect the workflow of paperless picking and packing by specifying additional settings as follows:

To cause the system to arrange warehouse locations of pick lists only in ascending order of the Path value specified on the Warehouses (IN204000) form for these locations, clear the Allow Bidirectional Pick Lists check box on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form. This setting aﬀects the algorithm that the system uses for paperless pick list creation and prompts.
To to make it possible for users to assign multiple totes to a shipment in a pick list of the Single-Shipment or Wave type, select the Add Totes to Shipments on the Fly check box on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form.

Appendix 11: Automated Counting in Physical Inventory

This section provides implementation checklists related to counting in physical inventory.

Counting in Physical Inventory: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated counting of items during physical inventory.

          The recommendations in this topic are for systems in which lot and serial tracking will not be used
          —that is, in which the Lot and Serial Tracking feature is disabled on the Enable/Disable Features
          (CS100000) form.

Prerequisites

Before you start automated counting items during physical inventory, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table.

Form                                                       Criteria to Check

Enable/Disable Features (CS100000)                         Make sure that the following features are enabled:

Multiple Warehouse Locations
Warehouse Management
Inventory Operations Additional Materials | 179
Form Criteria to Check
Inventory Preferences (IN101000) Make sure that all necessary settings related to inven- tory have been specified, as described in Configuration of Order Management: Implementation Activity.
Warehouses (IN204000) Make sure that the following entities have been creat- ed:
The required warehouses, as described in Ware- houses: Implementation Activity.
The required locations, as described in Warehouse Locations and Single-Step Transfers: Implementation Activity.
Stock Items (IN202500) Make sure that the required stock items have been cre- ated, as described in Stock Items: Implementation Activ- ity.
Physical Inventory Types (IN208900) Make sure that the required inventory types have been created, as described in Types of Physical Inventory.
Prepare Physical Count (IN504000) Make sure that the physical inventory document has been prepared properly, as described in Preparation for Physical Count.

Recommended Workflow Settings

We recommend that you configure the workflow for the automated counting of physical inventory by specifying the following setting on the Inventory Preferences (IN101000) form.

Element                                State                                  Description

Use Default Quantity in PI Counts      Cleared                                With this check box cleared, the
                                                                              system will prompt a user to en-
                                                                              ter the item quantity for each new
                                                                              item.

Appendix 12: Operations with Lot- and Serial-Tracked Items

This section provides implementation checklists related to operations with lot- and serial-tracked items.

Automated Operations with Lot- and Serial-Tracked Items: Implementation

Checklist

This topic provides details you can use to ensure that the system is configured properly for processing items with lot and serial numbers. Additional Materials | 180

Prerequisites

Before you begin performing automated operations with lot- or serial-tracked stock items, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as described in the following table.

Form                                                      Criteria to Check

Sales Orders Preferences (SO101000)                       Make sure that all necessary settings related to inven-
                                                          tory and order management have been specified, as
Inventory Preferences (IN101000)
                                                          described in Configuration of Order Management: Imple-
                                                          mentation Checklist.

Lot/Serial Classes (IN207000)                             Make sure that stock items with lot or serial numbers
                                                          have been configured, as described in Items with Lot
Item Classes (IN201000)
                                                          and Serial Numbers: Implementation Checklist.
Stock Items (IN202500)

Sales Orders Preferences (SO101000)                       Make sure that the workflows for automated oper-
                                                          ations have been configured to fit your company
Purchase Orders Preferences (PO101000)
                                                          processes, as described in Picking and Packing Opera-
Inventory Preferences (IN101000)                          tions: Implementation Checklist, Packing Operations: Im-
                                                          plementation Checklist, Processing of Transfers: Imple-
                                                          mentation Checklist, and Counting in Physical Inventory:
                                                          Implementation Checklist.

Other Settings That Aﬀect the Workflow You can aﬀect the workflow of wave picking by specifying the following additional settings:

To make the system generate lot or serial numbers for processed serialized items automatically, select the Default Auto-Generated Lot/Serial Nbr. check box on the Purchase Orders Preferences (PO101000) form.
To make the system generate expiration dates for processed serialized items automatically, select the Default Expiration Date on the Purchase Orders Preferences form.