It is possible during a receipt, miscellaneous receipt, delivery return and loan return to plan a stock receipt ‘at dock’ (see stock receipt note setup) in order to rapidly receive stock from the receipt note alone and mark its receipt without precisely entering the stock information necessary for the good management of products: the receipt thus occurs on a specific location, which should be of ‘awaiting storage’ type.

The stock received ‘at dock’ then needs to be effectively put away: this is the purpose of the Put-away plan function.

The put-away plan is a workbench used by the warehouseman to select and display stocks awaiting storage: the system calculates the potentially missing stock information of the lines, as well as the location where the stock should be put away according to the management rule of the original receipt movement (miscellaneous receipt, receipt, delivery return, etc.).

The user assigns a Storage list number to a group of lines in the process of being put away. This list can be printed and used to support the physical movement of stock items and then recalled to validate put-away movements on the system.
Validating put-aways on the system means carrying out intrasite location changes specified in the put-away plan and therefore updating the original receipt note with the final stock information entered upon put-away.

SEEREFERTTO A Storage plan put-away function is also available in VT mode. It can be accessed from a virtual terminal and is used to perform stock changes from the lists of the put-away plan and automatically launch label prints.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The entry of a put-away plan is made on a single screen. The presentation of the put-away plan is a function of the transaction chosen.

If a single transaction is set up, no choice is offered on entering the function. Otherwise, a window opens to display the list of transactions likely to be used. The choice can also be restricted by access codes.

Entry screen

Setting up the put-away plan

During a stock receipt on a ‘Awaiting storage’ type location, the system creates, in addition to stock lines, stock movements, receipt note lines corresponding to the current receipt and recordings ‘to be put-away’ in a dedicated table (STOSRG).

Use the put-away plan to:

  • select the lines to be put away according to different criteria,
  • move corresponding stocks to their destination location,
  • specify blank stock information such as status, lot, sublot, serial number, stock identifiers 1 and 2, etc.

Selection is not mandatory: you can directly enter the lines to be put away and processed in the table if you know all of their characteristics.

The selection criteria

The main filter criteria of the lines to be put away are available in the header section of the put-away plan. To access additional criteria, click Criteria.

Site: this mandatory information is used to select the lines to be put away for a given storage site.

Storage list: It is possible to carry out a put-away in two stages (the detail of the put-away is described later in the documentation).

  • Select or enter the lines to be put away and processed so that they are displayed in the table of lines to be put away.
  • Specify the missing recipient information in the lines to be put away (final stock location, serial number lot, etc.).

A line to be put away on which all the recipient information is specified is selected in red, which means that the put-away movement is ready to be validated.

At this stage:

  • either you validate the put-away (by clicking Validate),
  • or you physically carry out the put-away movements before saving them on the system. In this case, you can:
    • identify the put-away movements to be validated by assigning them a Storage list number: click Storage list,
    • print this list in order to have paper copy in the storage store.

Upon validation on the system of the movements performed based on a storage list previously created, you can recall this list by using the Storage list field. All the lines of the storage list are displayed in the Awaiting storage to process table.

Include w/o list: if a storage list is recalled via the Storage list field, select the Include w/o list check box to select the lines to be put away which are not attached to a list in order to associate new put-aways to an existing list.

  • If this check box is selected, all the selection fields are active.
  • If this check box is not selected, the selection fields are not active and only the recordings attached to the above storage list are displayed.

Destination warehouse: used to select the lines to be put-away for a given destination warehouse.

Date type and Date ranges: used to filter the lines to be put away according to the creation or allocation date of their receipt at dock. The Date type field is used to specify which of these two dates is to be taken into account.

Product ranges: used to specify the range of products to be put away.

Entry type and entry number ranges: used to filter the lines to be put away depending on the document type and the original documents of the stock receipt to dock.

Location ranges: used to specify the ‘awaiting storage’ type locations to be put away. Here, specify the dock which has received receipts and should be cleared.

Status ranges: the entry of a status is mandatory, even for an ‘at dock’ receipt: it is then possible, during the put-away process, to filter lines to be put away according to the status assigned to them upon receipt. During the put-away the status of the put-away stock can be modified.

Warehouse ranges: used to specify the warehouses to which ‘awaiting storage’ locations to be put away are attached.

Finally, if these selection criteria are not sufficient, click Criteria to access additional criteria.

In conclusion, by combining the different possibilities of the Filters, Selections and Start - end ranges block, you can:

  • work only on the lines to be put away that do not have a storage list number,
  • work only on the recordings of a specific storage list (in order to modify the recipient data or manually add lines to be put away to the list).
  • work on the recordings of a specific list and on recordings without an associated storage list number (in order to modify the recipient data or add records to the list by selection or manually adding lines to be put away to the list).

Put-away operation

Once the various selection criteria have been entered, click Search to display all the lines to put away corresponding to the selection: theses recordings are generated in the STOSRG table during a receipt on an ‘Awaiting storage’ type location via a stock receipt note of supplier receipt, miscellaneous receipt or delivery return type for instance.

The lines to put away relate to stock located on an ‘Awaiting storage’ type location and the following stock information may be missing: lot, sublot, serial number, stock identifiers 1 and 2, information which is used to precisely finalize the stock description, but can be omitted upon stock receipt at dock.
The stock lines for which a license plate number has been entered cannot be accessed from the put-away plan, since all the information related to the line detail has already been entered (lot, sublot, serial number).

The put-away plan is used to finalize the description of this stock and to specify the final stock location for the receipt.

The processing of such a line to be put away not yet processed is carried out as follows:

The fields available for entry of the line to be put away are the unit, quantity, conversion coefficient PAC/STK, lot code, sublot code, license plate number, serial number, status, location type and target location.

  • The quantity to be put away, the unit and the conversion coefficient PAC/STK are initialized by the original corresponding fields specified upon stock receipt and can be modified during put-away.

It is possible to put away part of the stock of a line to be put away: in this case, the change of location and the update of the original receipt note are carried out in proportion to the quantity put-away, and a line to be put away is generated for the remaining stock to be put away.

On the other hand, it is not possible to put away more than the quantity received at dock for a line. In this case, it is necessary to return to the original receipt note.

  • The status has to be specified upon stock receipt at dock, but can still be modified during put-away. Thus, it is possible for stock to be received at dock with a dedicated status in order to identify it and then to move the stock to its final status after carrying out checks upon put-away. If a quality control is planned for a product and the receipt is carried out in status Q, the system does not generate an analysis request at the time of receipt at dock, but upon put-away, when all the stock information is precisely specified.
  • The recipient lot, sublot and serial number are initialized with the original corresponding information specified upon receipt, if they exist: in that case, they cannot be modified during put-away. If they have not been entered upon receipt at dock, this information is deduced from the management rule associated to the category of the relevant product and the original receipt movement type. (See the documentation related to receipt notes for the calculation of lots, sublots and serial number).
  • The destination warehouse is loaded with the header warehouse or, by default, by the one originating from the product-site setup. Its value is used to filter locations and containers.
  • The container and license plate number: if the license plate number is already ‘In stock’, it automatically determines the recipient location type and location.
  • The recipient location type and location: these pieces of information are deduced from the product-warehouse setup, when warehouses are managed, or from the license plate number, if it has already been associated to a location, or, by default, from the product-site setup. You can modify them manually. (See the documentation related to the receipt notes for the calculation of location types and receiving locations).

To start processing a line to be put away, you can:

  • Select the line to be put away (double click Plan on the line): in this case, the system automatically loads the recipient information as previously described. If the setup does not allow the automatic entry of recipient fields, the system opens a detailed entry window for the user to specify missing information and the product code of the line to put away is displayed in red. If the product is managed by lot, the lot complement entry window opens, depending on the put-away plan transaction setup.
  • Switch to entry mode by double clicking the line to be put away and processed: the cursor is positioned on the first field available for entry of the line (depending on the chosen transaction setup). Enter all the missing recipient information one by one with the aid of the setup default values. Upon entry completion, the line is automatically selected.
  • Click Detail from the Actions icon on the line to open a detailed entry window for the put-away: enter the missing recipient information, again with the aid of the setup default values. Detail window entry is used to distribute a single line to be put away over several stock lines (that is if you wish to put away the stock in several warehouses or locations, or assign several statuses, lots, sublots, serial numbers to the same line to be put away). If this is the case, the character $ is entered in the recipient fields of the line to be put away which are distributed at detailed entry level.

Once the detailed entry window is closed, the line to be put away is automatically selected.

Selecting a line to be put away

A selected line to be put away is a line for which all recipient information has been entered: since it is selected, the line cannot be suggested for put-away in another plan simultaneously.

  • A selected line can be cleared: in this case, the recipient stock information is lost and the line is to be put away later on.
  • A selected line can be validated: click Validate. All the selected lines in the table lead to a location change of the original dock location to the recipient location specified for each line or each detail and give rise, simultaneously, to the update of the original receipt note at the origin of the dock receipt. The original note line is loaded with the final stock information specified upon put-away. Finally, the line to be put away in the STOSRG table is deleted. The computerized put-away is then finished. Remaining to be done is the physical put-away of the products, if it has not already been done.
  • It can be necessary to carry out the physical put-away of products on the basis of the recipient information entered upon put-away before validating the put-away on the system. To do so, assign a storage list number to the selected plan lines and click Save to save this assignment.

To assign a storage list number, you can:

  • either click Storage list: in this case, all the selected plan lines which are not associated to a storage list yet are assigned the same storage list number.
  • or click the Actions icon available from the Storage list field of a line, then click:
    • Storage list of the filter, to assign to the selected line the storage list number specified in the Storage list field of the plan header.
    • Last storage list number, to assign to the selected line the last storage list number assigned on the table currently being processed.
    • New storage list number, to assign the next storage list number available to the sequence number dedicated to the numbering of storage lists.
    • Blank storage list number, to delete the storage list number of a line.

SEEINFO If you have requested the display of a specific storage list via Include w/o list, when a line without a list is processed, it is assigned with the storage list number of the filter by default. It is of course possible to modify this storage list number.

It is possible to have several storage lists in the same table.

Saving the table enables the update of the STOSRG table (lines to be put away). The storage list numbers can be recalled later on.

You can then print one or several storage lists by clicking File/List and carry out the physical put-away movements recommended on the printed storage list.

Once the physical put-away has been carried out:

  • Recall the processed storage list via the Storage list field in the plan header: all the lines to put away from the list are then displayed .
  • Click Detail from the Actions icon on the put-away line to modify, if necessary, the recipient information of those lines based on the physical put-away carried out.
  • Then, click Validate to validate the put-aways on the system.

Filters

Site (field STOFCY)

Enter or select the storage site where the selected product is active.

The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table.
Storage list (field SRGPPSSTR)

This field is used to select and recall a storage list number in order to validate the location change movements once they are physically performed in the warehouse.
Include additional lines (field LSTWIOFLG)

When checked, this box gives the possibility to add products on an existing list.
This box is active when one list to be prepared is displayed, and provides access to the filters for a new search. 
SEEINFO This functionality can be used only if picking tickets have not been generated.
Destination warehouse (field WRHE)

This field being available is subject to the WRH activity code .
This concerns the movement warehouse suggested by default for all document lines.
It must be entered if it is defined as mandatory at the level of the entry transaction.

Selections

Date type (field FLGDAT)

Date type for the selection
Entry type (field VCRTYPC1)

Document type for the selection.
From warehouse (field WRHSTR)

The Warehouses ranges are used to filter warehouses to which are attached locations of the "Pending put-away" type. Their presence and management depends on the setup of the entry transaction.
The presence of these fields also depends on the activity code WRH.

Start - end range

From product (field ITMREFSTR)

Enter this field to select a product or a range of products. Specify the reference of the product corresponding to the selection start range.

To product (field ITMREFEND)

The end product allowing the selection of the records to be processed.
From location (field LOCSTR)

Enter from location used to select recordings to be processed.
To location (field LOCEND)

Enter to location used to select recordings to be processed.
From status (field STASTR)

The initial status allowing the selection of the records to be processed.
To status (field STAEND)

The final status allowing the selection of the records to be processed.
Start date (field STRDAT)

Start date used to select the records to be processed.
End date (field ENDDAT)

End date used in the selection of the records to be processed.
From entry (field VCRNUMSTR1)

Enter the starting document number used for selecting the records to be processed.
To entry (field VCRNUMEND1)

Enter the ending document number used for selecting the records to be processed.

Grid Awaiting storage to process

Plan (field COCHAGE)

Selection of the line.
Storage list (field SRGPPS)

Put-away list number, assigned either manually or by button.
Entry type (field VCRTYP)

Document type
Entry (field VCRNUM)

Enter the entry number.
Line no. (field VCRLIN)

The number of the journal line to process.
Product (field ITMREF)

This field specifies the reference of the product to to process.
Warehouse (field WRHORI)

This field being available is subject to the WRH activity code .
This is the reference of the warehouse to process.

Location (field LOCORI)

Reference of the location to be processed.
This field is can only be viewed if the following conditions are met:

  • The stock change is an Internal one.
  • Mass stock changes are authorized by the entry transaction.

SEEINFO When a warehouse is entered, the location MUST belong to this warehouse.
Allocation date (field IPTDAT)
PAC (field PCUORI)
Qty. to be put-away (field QTYPCUORI)
PAC-STK conv. (field PCUSTUCOEO)
STK (field STU)
Qty. STK put-away (field QTYSTUORI)
Ori. stat. (field STAORI)
PAC (field PCU)

It is possible to specify a packing unit by supplier.
This product can have several packing units:

  • A packing unit defined on the product record (from the Packing units table). These units are proposed during stock transaction entry.
    The number of packing units that can be entered is subject to the NUC - Number of packing units activity code.
  • A packing unit linked to the supplier (defined on the product-supplier record).
  • Two customer packing units (from the product-customer record). These can be used as sales units in order entry.

Only packing type units from the units of measure table can be selected.
Qty. proc. (field QTYPCU)

This field indicates the quantity to be processed expressed in PAC.

SEEINFO This quantity can be partially changed.

PAC-STK conv. (field PCUSTUCOE)

This field displays the conversion factor used for the unit of measure of a quantity and the stock unit of the corresponding product.
Processed qty. STK (field QTYSTU)
Dstn. warehouse (field WRH)

The presence of this field is subject to the activity code WRH.
It is loaded with the warehouse displayed in the document header.

  • It can still be changed if this field is set up so as to be entered at entry transaction level.
    When it is entered, the warehouse is automatically loaded on the stock detail lines and cannot be modified.
  • It cannot be modified when the entry transaction is set up as single-warehouse managed. The header warehouse is then mandatory and the warehouse cannot be entered either on the document lines or on the stock detail lines.

    To manage multiple warehouses and enter the same slip line on various warehouses, you must enable the entry of the warehouse-line at the entry transaction level. To split a line onto several warehouses, click, the Actions icon and select Enter detailed quantities.
    When a receipt line is distributed on various warehouses, this field is loaded on the slip line with character '$'.

SEEINFO The warehouse entered on the line has priority over the warehouse entered in the header.

Status (field STA)

The stock status is used to define if a product is:

  • A: Accepted
  • Q: Pending Quality Control
  • R: Rejected

A sub-status of two alphanumerical characters is used to further define the status.


Example:

  • RD: Rejected products to be destroyed
  • SR: Supplier return

The statuses and sub-statuses authorized in a stock transaction can depend on various factors:

  • The ‘subject to control’ code of the product
  • The ‘subject to control’ code of the received order
  • A list of values which can be set up. This list is associated with the stock transaction.

The stock totals for a product are updated according to the status entered in the transactions:

  • For physical stock: total of stock with status ‘A’
  • For stock under quality control: total of stock with status ‘Q’
  • For rejected stock: total of stock with status ‘R’
Container (field TCTRNUM)

This field is subject to the LPN - License plate no. management activity code.
Select the container that you wish to use.
Only an internal container (License plate number) can be selected.
License plate number (field LPNNUM)

This field is subject to the LPN - License plate no. management activity code.
Select the destination license plate number.
Loc. type (field LOCTYP)

The location types are used to codify the warehouse locations according to their storage characteristics: size, authorized statuses, technical constraints etc.
They are associated with the products by site, and are used in this way to geographically group the products with similar characteristics.
According to the stock transaction parameterization, the location type for the product is proposed by default and can be modified in the transaction entries.
Target location (field LOC)

Location in which the transaction will be carried out.
Supplier lot (field BPSLOT)

The supplier lot number can be entered for information purposes in the receipt transactions, and displayed in the stock issue transactions.

It is recorded in the stock file and corresponds to the internal lot number. This ensures that the origin of goods can be tracked.
Lot (field LOT)

This is the lot for which the movement is done.
No. (field NBSLO)

This field contains the number of sub-lots concerned by the stock transaction.

Ending sublot (field SLOF)
Serial number (field SERNUM)

Serial number for which the movement will be carried out.
Sublot (field SLO)

Sub-lot in which the movement will be carried out.
Ending serial number (field SERNUMF)
Identifier 1 (field PALNUM)

Use this field to enter additional information, if necessary.

Identifier 2 (field CTRNUM)

This field indicates the first recorded identifier.

Movement description (field MVTDES)

Enter a free description that will be registered in all the stock transactions associated with the delivery line.
This description is also accessible from the stock issue detail window. If it has been modified by this function, it will be automatically recovered and registered on the shipment line in this field.

Project (field PJT)
Receipt entry
Detail

Click this action to open the detailed entry window of a line to be put away in order to:

  • distribute this line over various stock attributes,
  • or modify the recipient information of a line which has already been selected.
Source document

Click this action to access the original receipt note of the line awaiting storage.
LOT complement
Stock by site

Click this action to access the Stock by site inquiry of the selected product directly.

Reports

By default, the following reports are associated with this function :

  PRTSCR : Screen print

  STOSRG : Storage list

This can be changed using a different setup.

Specific actions

Click this action to launch the search for lines to be put away based on the miscellaneous selection criteria entered in the plan header and at additional criteria level.

Click this action to select all the lines of the table before the generation of the put-away plan number.

Click this action to exclude all the lines of the table.

Click this action to access additional selection criteria with respect to the criteria entered in the put-away plan header.

The main selection criteria in the header are recovered: warehouses, products, locations and statuses.

A table is used to specify up to 6 original document groups for the selection of lines to be put away, possibly of different types.

If the standard criteria prove to be insufficient, the user can add a formula (put-away plan type formula) created via the dedicated function.

Finally, the setup of the put-away plan transaction requires the entry of a combination of two sort criteria for the display of lines to be put away in the table. These sorting criteria are used by default, but can be preloaded by a set of sorting criteria by clicking Criteria. Upon closing the criteria window, the grid of selected put-away lines is sorted based on these last sorting criteria.

You can save one or several sets of criteria by defining a Memo code after clicking Memo.

To display a saved selection, click Recall and enter the Memocode.

To clear a saved selection, click Delete memo and enter the Memo code.

Click this action to assign a unique storage list number to all the plan lines to be put away which are selected and not associated to a storage list. The system assigns the next storage list number available based on the dedicated sequence number.

Click this action to save the storage list(s) mentioned in the table with the recipient data entered. (This action is used to update the STOSRG table).

Click this action to reorder the table of lines to be put away based on the order criteria specified via the Criteria action: this action is used if you have manually added lines to put away to a selection of lines which have already been ordered.

Click this action to effectively validate the location change movement resulting from a put-away. The original document which carried out the dock receipt is updated as a consequence.

Click this action to view the setup of the put-away plan transaction being used.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation