Putaway

1What this screen is for #

• Menu path: Warehouse Management > Putaway. Route /warehouse/putaway .
• Lists the inward vouchers of the storage space picked whose stock still waits in its receiving bin.
• Which voucher is put away: the one that MOVES the stock - in Purchase Order > GRN > Inward Supply that is the GRN. The Purchase Order moves nothing yet, and a bill made from a GRN must be a voucher type that does not affect stock (or the books count the receipt twice), so neither is ever listed. It is listed only when its voucher type's Use WMS Bins in Voucher Manager is switched on, and only for what waits in the receiving bin: a line that named its bin on the voucher, or had one chosen by the type's Default Bin Rule, is in that bin already and needs no putaway. With Off, the default, the warehouse ignores the type: its receipts reach no bin and are never listed here.
• Puts one or several of them away as one entry , checked against the vouchers: the right material, and never more than is pending.
• A voucher can be put away in parts . It stays in the list - showing only what is left - until nothing of it is pending. Entries shows the entries submitted and cancels one - its part is then pending again.
• Made for a phone or handheld first, and works the same at a desk with a USB scanner: one column in the order of the work - storage space, vouchers, scan, the lines of the entry, and last what is still to put away. The scan box keeps the cursor.
• On a phone the vouchers are ticked in one box with check boxes; at a desk they are cards on the left. Both show the same pending vouchers.

2Step by step #

1. Pick the storage space. Its pending vouchers are listed - and only its own.
2. Tick the voucher(s) to put away - on a phone open Vouchers to put away and tick them; at a desk click their cards. Several can be ticked; they are all of the same storage space. The panel To put away , at the foot, shows what is pending of them, item by item.
3. Scan a material. It must be an item of the ticked vouchers. The suggested bins are shown, best first.
4. Scan the bin you put it in - or scan the bin first.
5. Check the quantity and press Add line (F4) , or Enter in the quantity. Part of an item can go to one bin and the rest to another: scan it again.
6. Press Submit (F5) and confirm - when everything is scanned, or earlier to put away a part. What is scanned is then in its bins; what is still Left stays pending on the voucher for the next entry.

3How a material is checked against the voucher #

• The code scanned is looked for among the lines of the ticked vouchers only, in this order of preference:
• 1. the TranID of a line - the code on the label printed for that receipt;
• 2. the standard barcode of a line's item (Product master);
• 3. a serial number entered on a line;
• 4. the item code chosen on a line;
• 5. any item code of a line's item;
• 6. the part number of a line's item.
• The first that matches decides. A TranID, a serial number or a line's item code names one line; a barcode, an item code of the item or a part number names the item - any pending line of it.
• The item's name and its product code are not scanning codes. A serial number is one unit and is accepted once in an entry.
• A serial number scanned into a line goes to the line's bin in the serial register - Bin Stock and the report Serial Register then show which bin it is in. Units the register names in the receiving bin can be put away only by scanning their serial; the rest of the item can still be put away by quantity.
• The opening stock and stock moved to the dock have no voucher lines: they are matched by barcode, item code or part number.
• A code that matches nothing of the ticked vouchers is refused : the message is shown and the scan in hand - material and bin - is discarded. Lines already added stay.
• The server reads every code again when the entry is submitted.

4Quantities, and putting away in parts #

• A voucher need not be put away at once. An entry takes what was scanned; the rest stays pending on the voucher.
• For every TranID - every row of To put away - the quantity put away can never be more than is pending .
• The next time the voucher is ticked it shows only what is still pending. An item put away in full is no longer on it: scanning it again is refused.
• The quantity may be spread over several bins, in several lines.
• Box - the box carries one barcode: scan it once and type how many. Piece by piece - scan every unit; each scan adds one and the quantity cannot be typed.
• All quantities are in the item's base unit.
• If less arrived than the voucher says, put away what arrived and correct the voucher: what it no longer brings stops being pending.

5Entries, and cancelling one #

• Entries lists the entries submitted for the storage space, newest first, with their vouchers.
• Pick an entry, say why, and press Cancel this entry . Its stock goes back from the bins to the receiving bin and is pending again on its vouchers. Other entries of the same voucher are not touched.
• An entry cannot be cancelled while a bin no longer holds what was put in it - the stock has been moved or issued since. Bring it back with a move on Bin Stock first.
• Nor while a voucher made from the receipt waits for the warehouse (Voucher Manager -> Linked Transaction properties -> Warehouse Condition) and has already taken what this entry put away - an Inward Supply billing the 8 put away of a GRN, say. The refusal names the voucher; reduce or cancel it first.
• Nothing is deleted: a cancelled entry stays in the list, marked Cancelled, and the bin cards show the stock going in and coming back.

6Toolbar & keyboard #

• Scan (F2) puts the cursor in the scan box.
• Every message of the screen - a refusal, a warning, a confirmation - appears right under the scan box , where the cursor is, and pulses when it appears.
• Add line (F4) keeps the scan in hand - material, bin and quantity - as a line of the entry. Enter in the quantity does the same, and so does the Add line button beside the quantity. Submit is also under the lines of the entry - a phone has no function keys.
• Submit (F5) asks to confirm, with OK focused, and says what will stay pending. A bin that raises a warning is shown and asks OK again.
• Cancel (Esc) forgets the scan in hand; with none in hand it discards the lines of the entry. It asks first. Nothing was moved. With nothing begun, Esc closes the page.
• Refresh reads the pending vouchers again; Entries opens the entries submitted.
• The storage space and the ticks are fixed once the first scan is in hand.

7Rules (why a line or an entry is refused or warned) #

• Only vouchers of the storage space picked can be put away together.
• Both scans are compulsory on every line, and the material must be of the ticked vouchers.
• The bin must be Active, of this storage space, and not the receiving bin itself.
• Bin type - stock is kept in a Storage or Pick face bin. Mixing - a single-item or single-batch bin that holds something else; a bin that takes only listed items; another item's pick bin. Capacity - the bin's maximum quantity, weight and volume; a pick bin's most to keep.
• Each of the three is Off, Warn or Stop - set per storage space on Putaway Rules , with whether a bin other than the suggested one is allowed.
• What is put away counts for the vouchers made from the receipt: a voucher type with a Warehouse Condition takes only what is put away (or a receipt put away in full), and the database refuses its save beyond that - the desktop's too. A receipt line booked straight into a bin (the line names its bin, or the storage space allocates by itself) counts as put away at once.
• A GRN line closed short is still put away - its stock did arrive. A cancelled line (Cancel line on the voucher, quantity 0) leaves the list by itself; what was already put away of it is shown as stock to bring back to the dock.
• Who may submit or cancel an entry: the Alter right on the object WMS - Bins , in User Manager.

8If something does not work #