During a stock receipt, define the receipt note setup to perform a receipt of the 'dock' type (linked to a location 'awaiting put-away'). This type of receipt allows you to receive stock even when the related lot, sublot and serial number characteristics have not yet been identified. Using this type of receipt, you can receive goods right away and only sort them out and store them later.

Use the Put-away plan function to store the received goods and:

  • Display and process a selection of records pending put-away;
  • Change the location stock;
  • Fill in the missing stock information; These records use the stock information entered during the receipt. This is the original information for the put-away. In this context, you will need to assign the final stock information (final location, lot, sub-lot, serial numbers, etc.) during the put-away process.


Use this setup function to customize the Put-away plan stock screens.

A standard put-away plan transaction is initialized when installing the software. You can:

  • Modify it
  • Delete it
  • Create a new one

You can set up multiple transactions. Each transaction is identified by a code and a description. The transactions are displayed in a selection window when opening the Put-away plan function.


Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Use the transaction header to:

  • Create new transaction codes
  • Search for existing transactions to modify or delete

Put-away plan transaction

Transaction (field SRTNUM)

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 on the document header and fields entered in the lines, whether they must be:

  • Entered
  • Only displayed
  • Or hidden

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 on this setup header.

  • If a given user has the right to use several transactions of a given type, the choice is presented to the user when entering the function.
  • If the user is only authorized one transaction, this transaction is automatically taken into account when entering the function.
Description (field DESAXX)

Transaction description.
Active (field ENAFLG)

Use this field to activate or deactivate a transaction.
Inactive transactions are not displayed in the transaction selection window.
Access code (field ACSCOD)

This access code is used to restrict access to data by user or group of users.
If this field is entered, only users with this access code in their profile can use this transaction.
If several transactions are available, you can choose the transaction you want to use to open the function. If only one transaction is available, there is no selection to be made: the default entry screen opens directly.
Group (field GFY)

Tab General

Use this section to define the display of the put-away plan lines. You need to specify:

  • If you are using a single-warehouse management. You can define warehouses as available for entry on the warehouse lines, enabling the multi-warehouse management mode.
  • If the original information on a put-away plan line must be displayed or hidden. Hiding some of the fields will free up space for the final target fields. These fields are required: they determine where the stock is put away and the missing information.

Sort of lines to put away

The lines to put away, selected for a given put-away session, can be displayed according to several sort criteria. These criteria are set up on the put-away plan transaction. You can modify them from the Put-away plan function by clicking the Criteria action.

Header

Destination warehouse (field WRHCOD)

The presence or absence of this option is subject to the activity code WRH.
This option is used to define, for this entry transaction, whether the header warehouse must be:

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The field is displayed and cannot be modified.
  • Entered:
    The field is displayed but can be modified.

SEEINFO If the Single-warehouse box is checked, this field automatically takes the value Entered. It is indeed mandatory to specify the warehouse in the document header.
Single warehouse (field WRHOBY)

The presence of this check box is subject to the WRH activity code.

  • If this check box is selected, it will be mandatory to enter the warehouse in the entry screen header. As far as the document line parameter is concerned, it cannot be defined as Entered, but only as Hidden or Displayed.
     
  • If this box is not checked, the warehouse will not be a mandatory criterion of the documents. As far as the document line parameter is concerned, it will be possible to define it such that it allows them as being possible to enter, thus authorizing the management of multi-warehouse entriyelines

Lines

Entry type (field VCRTYPCOD)

Parameter used to define, for this transaction, if the field Entry type must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
  • Entered: the field is displayed and can be entered.
field VCRTYPSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Entry (field VCRNUMCOD)

Parameter used to define, for this transaction, if the field Entry type must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
  • Entered: the field is displayed and can be entered.
field VCRNUMSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Line no. (field VCRLINCOD)

Parameter used to define, for this transaction, if the Line no. field must be:

    • Hidden: the field does not appear in the grid.
    • Displayed: the field is displayed but cannot be entered.
    • Entered: the field is displayed and can be entered.
field VCRLINSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Allocation date (field IPTDATCOD)

Specify, for this transaction, if the Allocation date field must be:

Hidden

The field is not displayed.

Displayed

The field is displayed but cannot be entered.

Entered

The field is displayed and can be entered.
field IPTDATSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Storage list (field SRGPPSCOD)

Parameter used to define, for this transaction, if the put-away list field must be:

  • Hidden: the field does not appear in the grid. the put-away list button is inactive.
  • Displayed: the field is displayed but cannot be entered.
  • Entered: the field is displayed and can be entered.
field SRGPPSSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Stock unit (field STUCOD)

Parameter used to define, for this transaction, if the stock unit of measure field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
field STUSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Original coefficient (field PCUSTUOCOD)

Parameter used to define, for this transaction, if the original coefficient field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
field PCUSTUOSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
STK quantity to put-away (field QTYSTUOCOD)

Setup used to define, for this transaction, if the field Quantity STK to be put-away or to be processed must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
field QTYSTUOSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Original status (field STAORICOD)

Setup used to define, for this transaction, if the Original status field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
field STAORISCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Location (field LOCORICOD)

Parameter used to define, for this transaction, if the location (dock) field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
  • Entered: the field is displayed and can be entered.
field LOCORISCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Warehouse (field WRHORICOD)

The presence of this information is subject to activity code WRH.
It is used to define, for this transaction, if the Original warehouse field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
  • Entered: the field is displayed and can be entered.
field WRHORISCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Unit (field PCUCOD)

Setup used to define, for this transaction, if the unit field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
  • Entered: the field is displayed and can be entered.
field PCUSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Quantity (field QTYPCUCOD)

Setup used to define, for this transaction, if the quantity field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
  • Entered: the field is displayed and can be entered.
field QTYPCUSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Coefficient (field PCUSTUCOD)

Parameter used to define, for this transaction, if the coefficient field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
  • Entered: the field is displayed and can be entered.
field PCUSTUSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
STK quantity (field QTYSTUCOD)

Setup used to define, for this transaction, if the quantity STK field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
field QTYSTUSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Project (field PJTCOD)

Parameter used to define, for this transaction, if the Project field must be:

  • Hidden: the field does not appear in the grid.
  • Displayed: the field is displayed but cannot be entered.
field PJTSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.

Sort

Primary (field CRIT1)

This field gives the main sort criteria for the table of records to be processed.
Secondary (field CRIT2)

This field gives the second sort criteria for the table of records to be processed.

Tab Stock

Use this section to define the target put-away information.

This section is common to all stock receipt note transactions.

For further information, please refer to the dedicated documentation.

Entry

Enter packing unit (field UOMSAIFLG)

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 entry of PAC unit is allowed the entry screen is generated with the fields packing unit, Quantity in PAC, PAC/STK conversion factor, Quantity in STK (this quantity is calculated and cannot be entered).
  • If the entry of PAC unit is not allowed the entry screen generated only displays the quantity in STK.

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:

  • stock unit,
  • packing unit,
  • customer packing unit.

Otherwise, the sales unit cannot be modified and the PAC/STK coefficient and the STK quantity fields are not displayed.

Special case ofLoan returns:

The entry in PAC is not possible in a load return line. The sales unit cannot be modified for this type of return.
However, for this type of document, the conversion coefficient between the document unit and the stock unit will always be displayed as well as the corresponding quantity in stock unit.
Supplier lot (field BPSLOTCOD)

Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
field BPSLOTSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Lot (field LOTCOD)

Parameter used to define, for this entry transaction, whether the product Lot number must be:

  • Hidden,
  • Displayed,
  • (Entered).
field LOTSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Sublot (field SLOCOD)

Parameter used to define, for this entry transaction, whether the product Sub-lot number must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
field SLOSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Number of sublots (field NBSLOFLG)

Use this parameter to define, for this entry transaction, if the Number of sub-lots must be displayed.
Status (field STACOD)

This setup is used to define, for this entry transaction, whether the entry status must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified and in this case, the value entered is controlled with the rule for the product management.
field STASCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Location (field LOCCOD)

Parameter used to define, for this entry transaction, if the location for the product receipt must be:

  • Hidden,
  • Displayed,
  • Entered.
field LOCSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Order price (field MVTPRICOD)

Use this parameter to define, for this entry transaction, if the Order unitary price must be:

  • Hidden,
  • Displayed,
  • Entered.

This information is used to intervene in the valuation of the stock receipt:

  • In the case of a receipt, the default value is calculated from the net price of the receipt line.
  • In the case of a loan or subcontract material return, this information is not available.
field MVTPRISCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Starting serial number (field SERCOD)

Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
field SERSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Ending serial number (field SERECOD)

Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
field SERESCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 1 (field IDECOD01)

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:

  • Hidden: 
    The field is not displayed on the entry screen.
  • Displayed: 
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
field IDESCR01

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 2 (field IDECOD02)
field IDESCR02
Movement description (field MVTDESCOD)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:

  • Hidden,
  • Displayed,
  • Entered.
field MVTDESSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Warehouse (field WRHCOD1)

The presence or absence of this option is subject to the activity code WRH.
It is used to define, for this entry transaction, whether the warehouse on the document line must be:

  • Hidden: The field is not displayed. This will be single-warehouse managed.
  • Displayed: The field is loaded with the warehouse entered in the header, and cannot be modified. This will be single-warehouse managed.
  • Entered: The field is displayed and it can be modified. This setup allows a multi-warehouse management.
    This value cannot be selected if single-warehouse management has been activated in the transaction header.
field WRHSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Container (field LPNCOD)

This field is subject to the LPN - License plate no. management activity code.

For this entry transaction, specify if the container and license plate number on the document line must be:

  • Hidden
    The fields are not displayed on the entry screen.
    If the conditions are met for creating license plate numbers 'on the fly', the default container is used (even if hidden), and one or several license plate numbers are assigned automatically .
  • Displayed
    If the conditions are met for creating license plate numbers 'on the fly', the default container is used and one or several license plate numbers are assigned automatically. These values are displayed but cannot be modified.
  • Entered
    The default container value is loaded in the field. It is displayed and available for modification. The license plate number can be entered or modified if determined automatically.
Please refer to the License plate number field help linked to the Miscellaneous receipts function for more information on creating license plate numbers 'on the fly'.
field LPNSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.

Detail

Enter packing unit (field UOMSAIFLG1)

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).
Supplier lot (field BPSLOTCOD1)

Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
field BPSLOTSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Major version (field ECCCOD)

This parameter is used for this entry transaction to define whether the Major version number should be:

  • Hidden: the field is not displayed in the entry screen
  • Displayed: The value is displayed but cannot be modified

The management of the version numbers is only carried out at the Lot complement window level.
field ECCSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Minor version (field ECCCODMIN)

This parameter is used to define, for this entry transaction, whether the Minor version number must be:

  • Hidden: the field is not displayed in the entry screen.
  • Displayed: The value is displayed but cannot be modified

The management of the version numbers is only carried out at the Lot complement window level.
field ECCSCRMIN

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 1 (field IDECOD1)

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:

  • Hidden: 
    The field is not displayed on the entry screen.
  • Displayed: 
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
field IDESCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Identifier 2 (field IDECOD2)
field IDESCR2
Printing (field PRNCOD1)

Specify if label printing is authorized for this entry transaction. You can authorize the printing of:

  • Stock labels,
  • License plate number labels created 'on the fly',
  • Stock labels and license plate number labels created 'on the fly'.

When printing is authorized, it is launched automatically when the stock receipt entry is completed.

The automatic printing of stock labels applies when using an ADC terminal: all the setup rules required for the launch are specified in the Miscellaneous receipts function implementation documentation (ADCs).
field PRNSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Number of copies (field PRNNBFLG1)

Parameter used to define, for this entry transaction, if the number of documents to be printed can be entered or not.
field PRNNBSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Order price (field MVTPRICOD1)

Use this parameter to define, for this entry transaction, if the transaction price in the Stock receipt entry screen must be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.

SEEINFO In the case of a loan or subcontract material return, this information is not available.
Ending serial number (field SERECOD1)

Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
field SERESCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
Movement description (field MVTDESCOD1)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:

  • Hidden,
  • Displayed,
  • Entered.
Available stock (field AVSTOCOD1)

Use this parameter to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:

  • Hidden
  • Displayed
field AVSTOSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.

Lot

Expiration (field SPERFLG)

Select this check box to indicate that the lot expiry date must be entered.
Potency (field SPOTFLG)

Select this check box to indicate that the lot title must be entered.

To use this transaction in VT mode (ADC), do not select this check box: the lot title is not editable in this mode.

field SRUB1FLG

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.

To use this transaction in VT mode (ADC), do not select this check box: the user headings 1-2-3-4 are not editable in this mode.


Tab Analytical

Block number 1

Header dimensions (field HEACCECOD)
Distribution line (field DSPCOD)
field DSPSCR
Stock movement dimensions (field STOCCECOD)

Block number 2

Reports

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

  PRTSCR : Screen print

This can be changed using a different setup.

Specific buttons

Validation

Once the entry is complete, click this action to save your setup and trigger the screen generation.

Copy

Click this action to copy the setup of the current transaction to another folder.

Local menus

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation