Back to D210: Inv Order Mgmt Automated Warehouse Operations

Lesson 2: Automated Item and Storage Lookup

In this lesson, you will learn how to search for items in the warehouse using warehouse management forms with automated operations.

Item and Storage Lookup: General Information

In everyday work of warehouse workers, there could be a need to find some items in the system or get information about items stored in a particular location (storage). If the Inventory Operations feature is enabled on the Enable/ Disable Features (CS100000) form, in Acumatica ERP, you can search for items by scanning barcodes of items and locations by using a barcode scanner or a mobile device with a scanning option, as described in this topic.

Learning Objectives

In this lesson, you will do the following:

Search for information about stock items by scanning an item barcode with a barcode scanner or a mobile device with a scanning option
Search for the list of items stored in a particular location by scanning a location barcode with a barcode scanner or a mobile device with a scanning option

Applicable Scenarios

You can use automated lookup if your organization uses barcode scanners or mobile devices with a scanning option to perform warehouse operations and all stock items and locations in warehouses are barcoded. You can look up for items and locations in either of the following cases:

In a warehouse, you find a stock item that is not in a location and you would like to find an appropriate location for the item.
You would like to view the list of stock items stored in a particular warehouse location as it is registered in the system.

Item Lookup

As you perform any of the warehouse operations, you may need to search for items. For example, you might find a box that is not in a location and want to find out what is in the box and where the box should be placed. To get information about a particular item by scanning the item barcode, you use the Item Lookup (IN202520) form. On this form, you can find information about the location where the item is stored, the quantity of items in the location or locations, and other information about the item (such as item class and base units of measure). The general process of item lookup is shown in the following diagram. Lesson 2: Automated Item and Storage Lookup | 24

Location Lookup

If you want to view the list of items in a specific location, you can scan the barcode of the location when the Storage Lookup (IN409020) form is opened on your mobile device. On this form, you can see the list of items and their quantities stored in the location. The general process of the lookup by location is shown in the following diagram. Lesson 2: Automated Item and Storage Lookup | 25

Item and Storage Lookup: Process Activity

In this activity, you will learn how to search for information about stock items by using the Item Lookup (IN202520) form and for information about items stored in a particular location by using the Storage Lookup (IN409020) form.

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. Your work task is to find out what these items are and where they should be stored, 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: Lesson 2: Automated Item and Storage Lookup | 26
Multiple Warehouse Locations
Warehouse Management
Inventory Operations
On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: MAIN, L1R3S2, L2R3S2, and L3R3S2.
On the Stock Items (IN202500) form, the APJAM32 stock item, which has the AJ32B alternate ID with the Barcode type defined on the Cross-Reference tab, has been created.
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               For simplicity, in this activity, the alternate ID will be further referred to as barcode.
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Process Overview

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

Look up an item by scanning the item barcode on the Item Lookup (IN409020) form and review information about the item, such as the location and availability.

Search for a list of the items stored in a particular location by using the Storage Lookup (IN409020) form.

       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.

Step 1: Looking Up an Item by Scanning the Item Barcode Suppose that as you are walking through the warehouse, you notice a box on the floor near some shelves; 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. Do the following:

Open the Item Lookup (IN202520) form.
In the Scan box, type AJ32B, which is the barcode aﬀixed to the box you found, and press Enter. Notice that APJAM32 item (for which this barcode is specified in the item settings) is shown in the Inventory ID box.

In the table on the Item tab, notice that the item is stored in the following locations: MAIN, L1R3S2, L2R3S2, and L3R3S2, as shown in the following screenshot. Lesson 2: Automated Item and Storage Lookup | 27

   Figure: Reviewing the locations with apple jam

   You know the box did not come from the MAIN location because it is a receiving location, and you first need
   to make sure that the box was not taken from any of the racks with sorted items. Because you know that
   the box you found contains 10 jars, this box could have been taken from the L1R3S2 or L3R3S2 locations,
   as shown in the previous screenshot. (The L2R3S2 location contains only 8 jars of this item, so the box
   definitely is not from this shelf.)

Now you need to find out if the L1R3S2 or L3R3S2 locations contain 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 APJ32B item on the L1R3S2 and L3R3S2 shelves. You have 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 contain less jam than the quantity that is recorded in the system, do the following:

Open the Storage Lookup (IN409020) form.
In the Scan box, enter L1R3S2.
In the table on the Storage tab, 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. All the specified items are on the shelf, so the box you have found is not from this shelf.
In the Scan box, enter L3R3S2.
In the table on the Storage tab, 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 have found only one box on this shelf, so the box you have found on the floor should be placed on this shelf. Lesson 3: Automated Inventory Transfers | 28