Storage plans
This function facilitates the management of the setup of the put-away plan screen personalization.
At least one standard put-away plan transaction is delivered with the installation of the software. It can be modified or deleted with this function, which is also used to create new ones.
It is possible to set ups several different transactions for the stock put-away plan. Each transaction, identified by a code and a text description, appears in a selection window when calling the function concerned.
Prerequisite
Refer to documentation Implementation
Screen management
Header
Presentation
The setup of the put-away plan transactions contains a header, for the transaction code, an optional access code for the transaction and a status (active/inactive) and two tabs.
Access code : Transactions can be filtered according to the users, thanks to the introduction of this access code: if the field is specified, only the users who have this access code in their profile will be able to access the transaction.
If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer suggested: the access is by direct entry.
Active : This field is used to activate or deactivate a transaction. The inactive transactions are not presented in the transaction selection window.
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Fields
The following fields are present on this tab :
Put-away plan transaction
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Code used to identify the transaction set up. The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.). For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code. Each transaction is used to define, both for fields located in the document header and fields entered in the lines, whether they must be:
Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined in this setup header.
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Transaction description. |
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This flag is used to activate or deactivate a transaction. |
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Access code that is used to restrict access to data by user or group of users. |
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Tab General
Presentation
At the time of an entry in stock, the setup of the receipt note can allow an entry of the type "to dock". The receipt into stock on a "waiting put-away" type location (also called "dock") authorizes the receipt into stock when the lot characteristics, sub-lot, serial number are not necessarily identified immediately. This type of receipt is used to rapidly book the goods and to then later to more precisely identify them and put them away.
This put-away is made using the Put-away plan function, which is used to display and process a selection of receipts waiting put-away and to change the location stock in such a way as to complete the stock information that is potentially missing. These records contain the stock information entered at the moment of the receipt: this is the original information for the put-away. It is necessary, at the time of put-away to assign the final stock information (final location and potentially the lot, sub-lot, serial numbers etc...).
The General tab in the put-away plan transaction setup is used to format the put-away plan line display. These are:
- indicate if it is a single-warehouse management or not, in which case warehouses can be defined as enterable in warehouse lines thus authorizing a multi-warehouse management.
- specify for the original information for a put-away plan line, of whether it must be displayed or not on the screen: not displaying certain fields is used leave more space to display the target fields that must be entered in order to specify where the stock should be put away and potentially to associate with it any missing information.
Sort section
The lines to be put-away selected for a given put-away session can be displayed according to several sort criteria. These criteria are set up at the level of the put-away plan transaction but can be modified during use of the function using the [Criteria] button.
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Fields
The following fields are present on this tab :
Header
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The presence of this field is subject to activity code WRH.
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The presence of this box is subject to activity code WRH.
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Lines
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Parameter used to define, for this transaction, if the field Entry type must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the field Entry type must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the Line no. field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the field Allocation date must be: Hidden
Displayed
Entered
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the put-away list field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the stock unit of measure field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the original coefficient field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this transaction, if the field Quantity STK to be put-away or to be processed must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this transaction, if the Original status field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the location (dock) field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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The presence of this information is subject to activity code WRH.
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this transaction, if the unit field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this transaction, if the quantity field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the coefficient field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this transaction, if the quantity STK field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, if the Project field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Sort
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This field gives the main sort criteria for the table of records to be processed. |
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This field gives the second sort criteria for the table of records to be processed. |
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Tab Stock
Presentation
The stock tab in the put-away plan transaction setup is common with all the stock receipt note transactions. This tab is used by the setup of the target information entry of the put-away.
See the documentation documentation
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Fields
The following fields are present on this tab :
Entry
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This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.
The specific case of Customer returns: if the entry of PAC unit is allowed, then it is possible to modify the sales unit in the return by selecting a different sales unit among the following units:
When this is not the case, the sales unit will not be modifiable and the PAC/STK conversion factor and the STK quantity fields will not be displayed. The specific case of Loan returns: the entry in PAC is not possible in a loan return line. The sales unit is not modifiable for this type of return. |
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Setup used to define, for this entry transaction, if the product Supplier number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, whether the product Lot number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, whether the product Sub-lot number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the product Sub-lot number must be: |
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This setup is used to define, for this entry transaction, whether the entry status must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, if the location for the product receipt must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, whether the Order unitary price should be:
This information is used to intervene in the valuation of the stock receipt:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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The presence or absence of this option is subject to the activity code WRH.
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Setup used to define, for this entry transaction, if the field must be present in:
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Detail
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This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement. If the the entry of the PAC is possible, it is then possible to modify the PAC/STK conversion factor (on the condition that the product unit authorizes this modification). |
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Setup used to define, for this entry transaction, if the product Supplier number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the Major version numbermust be:
The management of the version numbers is only carried out at the Lot complement window level. |
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the Minor version number must be:
The management of the version numbers is only carried out at the Lot complement window level. |
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Setup used to define, for this entry transaction, if the field must be present in:
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The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to specify if, for this entry transaction, the printing of documents (in this case, stock labels) is authorized. |
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the number of documents to be printed can be entered or not. |
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the transaction price in the Stock input entry screen must be:
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Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
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Setup used to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Lot
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Setup used to define, for this entry transaction, if it is mandatory for the lot expiry date to be entered. |
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Setup used to define, for this entry transaction, if it is mandatory for the lot title to be entered. |
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This setup is used to specify for each of the user free fields 1-2-3-4 of the Lot addition entry window whether these fields must be entered. These fields are used to associate additional information to a lot. |
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Tab Analytical
Fields
The following fields are present on this tab :
Block number 1
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Block number 2
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Reports
By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.