Back to D210: Inv Order Mgmt Automated Warehouse Operations

Lesson 4: Automated Processing of Inventory Issues

In this lesson, you will learn how to issue items from the stock using warehouse management forms with automated operations.

Processing of Inventory Issues: General Information

If the Inventory Operations feature is enabled on the Enable/Disable Features (CS100000) form, you can perform the automated issue of inventory items from a particular warehouse location by using a barcode scanner or a mobile device with a scanning option. In this topic, you will read about the workflow for the automated issue of inventory items in Acumatica ERP. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Processing of Inventory Issues: Implementation Checklist.

Learning Objectives

In this lesson, you will do the following:

Learn the recommended settings that you can specify to make the system fit your business requirements
Process an issue of stock items from a warehouse location in automated mode

Applicable Scenario

You can use automated processing of inventory issues when you need to remove items from a warehouse location, for example, expired items that must be removed from warehouse locations and, in your organization, all items and locations have barcodes and warehouse workers are equipped with barcode scanners or mobile devices with a scanning option.

Workflow for the Automated Issuing of Items

The automated processing of issuing inventory items involves the actions shown in the following diagram. Lesson 4: Automated Processing of Inventory Issues | 35

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. Lesson 4: Automated Processing of Inventory Issues | 36
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    You scan the barcode of the warehouse location where the items to be issued are stored.
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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 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 UOM coded in the scanned item barcode.
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 (that is, 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 (that is, return to Step 2) and repeat the process for this location.
Release the inventory issue. When you have added all items to be issued, you scan the *release command or click Release on the form toolbar. The system releases the inventory issue on the Issues (IN302000) form.

Processing of Inventory Issues: Process Activity

In the following activity, you will learn how to issue stock items by using the Scan and Issue (IN302020) form.

Story

Suppose that you, as a warehouse worker of the SweetLife Fruits & Jams company, have a task to inspect the jars of apple jam to find out if they are of appropriate quantity and to write oﬀ jars with any defects. If you find any jars with defects, you need to remove them from the location and process an inventory issue to record this removal in the system.

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. On the Locations tab, the following warehouse locations have been defined: L2R3S1, L2R3S3, and L3R3S3.
On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding alternate IDs with the Barcode type have been defined on the Cross-Reference tab:
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                For simplicity, in this activity, the alternate IDs will be further referred to as barcodes.
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Lesson 4: Automated Processing of Inventory Issues | 37

APJAM08, which has the AJ08 barcode
APJAM96, which has the AJ96 barcode

Process Overview

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

Open the Scan and Issue (IN302020) form and scan the barcode of the location where the items are stored and then scan the barcode of each item to be issued.

On the same form, review and release the issue.

       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: Creating an Inventory Issue Suppose that you have found the following damaged jars of apple jam while inspecting them: three units of apple jam in 8-ounce jars in the L2R3S1 location, four units of apple jam in 96-ounce jars in the L2R3S3 location, and two units of apple jam in 96-ounce jars in the L3R3S3 location. To create an issue with these items, do the following:

Open the Scan and Issue (IN302020) form.
In the Scan box, type L2R3S1, which is the barcode of the location where you have found the damaged apple jam in 8-ounce jars. Press Enter.
Enter AJ08, which is the barcode that corresponds to one unit of apple jam in an 8-ounce jar. The system adds 1 unit of the APJAM08 item to the table on the Issue tab.
Set the quantity of the item to 3, the number of damaged 8-ounce jars you found, as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, enter 3.
Enter L2R3S3, which is the barcode of the location where the damaged apple jam in 96-ounce jars is stored.
Enter AJ96, which is the barcode that corresponds to one unit of apple jam in a 96-ounce jar. The system adds 1 unit of the APJAM96 item to the table on the Issue tab.
Set the quantity of the item to 4, the number of damaged 96-ounce jars you found.
Enter L3R3S3, which is the barcode of the location where the damaged apple jam in 96-ounce jars is stored.
Enter AJ96, which is the barcode that corresponds to one unit of apple jam in a 96-ounce jar. The system adds 1 unit of the APJAM96 item to the table on the Issue tab. 10.Set the quantity of the item to 2, the number of damaged 96-ounce jars you found. 11.On the form toolbar, click Save. The system saves your changes and creates the inventory issue, whose reference number you can view in the Reference Nbr. box of the Summary area.
You have added the required items to the issue. Now you will review the issue and release it.

Step 2: Reviewing and Releasing the Issue To review and release the issue, do the following: Lesson 4: Automated Processing of Inventory Issues | 38

While you are still viewing the inventory issue on the Scan and Issue (IN302020) form, review the lines that have been added to the table on the Issue tab. They should have the settings indicated in the following table.

 Inventory ID                Location                   Quantity                    UOM

 APJAM08                     L2R3S1                     3                           PIECE

 APJAM96                     L2R3S3                     4                           PIECE

 APJAM96                     L3R3S3                     2                           PIECE

On the form toolbar, click Release to release the inventory issue.
Click the Edit button next to the Reference Nbr. box, and on the Issues (IN302000) form, which opens, review the inventory issue. Make sure that it includes the needed lines and is assigned the Released status, as shown in the following screenshot.
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Figure: The released inventory issue
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You have successfully created and released the inventory issue to record the removal of the damaged jars of apple jam from the warehouse locations. Lesson 5: Automated Processing of Inventory Receipts | 39