Step by Step Approach for Configuration of Warehouse Management

Activities In this unit, you set the following activities in the Warehouse Management system:
Transfers Differences Print control Physical inventory Appointments Define transaction parameters Transfers In this section, you set the configuration for the transfer of goods.
This includes the following:
1. Transfer types
2. Movement types
3. Requirement categories
4. Posting changes and stock transfers
Define Requirement Types Movements and stock records in the Warehouse Management System contain a reference to the originating document.
v The requirement category describes the origin type (for example, goods receipt for a purchase order, and goods issue for the cost center).
v The requirement tracking number describes the origin itself (for example, the purchase order number, the cost center).
Actions
Create the requirement types for each warehouse number.



Define Shipment Types

In the Warehouse Management system, there are two types of transfers (movements):
Movements that are also important for Materials Management
(for example, stock placements and stock removals) Movements that only concern the warehouse
(stock transfers within a warehouse, for example). The transfer type is a suitable tool for reports (for example, all stock placements into a storage type, all stock removals from a storage type, and so on).
Note
The transfer type is not used in system control functions.
Standard Delivery
In the SAP standard delivery, all the relevant transfer types are preset.
SAP Recommendation
SAP recommends keeping the transfer types delivered with the standard system. You can add to these transfer types as required.

Actions

Define the transfer types for each warehouse number.



Define Movement Types The system processes Inventory Management movements (for example, goods receipt for a purchase order or goods issue to a cost center) using movement types. If the SAP system determines that a movement is relevant for Warehouse Management, it assigns a WM movement type to this movement via a table.
The movement type for the Warehouse Management system provides the information required for stock placements and stock removals:
v Interim storage type
v Coordinate of the interim storage bin
Ø predefined coordinate
Ø dynamic coordinate
Ø fixed bin coordinate
v Control indicator for processing, confirming and printing transfer orders
v Indicator for storage type search.
For information on the links between the IM and the WM movement types and how to change them, see the section Movement Types for Interim Storage Bins.
Standard settings
In the SAP standard system, all the relevant movement types are preset.
Recommendation
SAP recommends keeping the movement types delivered with the standard system.
Activities
1. Before you create movement types for a new warehouse number:
Ø start with the configuration for the printer control
Ø delete the print codes
Ø then maintain the print codes when you configure the printer control
2. Create the movement types for each warehouse number using the copy function.
3. Define your own company-individual settings (for example, for the interim storage types) in the detail screen.



Define Stock Transfers and Replenishment Control Using a posting change, you can change the material identification of stocks. A posting change affects at least one of the following items:
v material number
v plant
v stock category
v special stock
A stock transfer is involved if a quant is moved physically from its storage bin.
Posting changes and stock transfers always take place within a warehouse number.
Standard settings
For stock transfers and posting changes, the movement types in the series "3nn" are at your disposal.
For internal warehouse replenishment, use the WM movement type "319". You can use this movement type as a copy sample for creating your own movement type.
Activities
1. Check all the movement types for posting changes, stock transfers, and replenishment.
2. Make your own company-required adjustments in the detail screen. For replenishment movement types, you do not require the definition of the requirement type.
3. If you want to use the functionality "Replenishment for fixed bin warehouse" (using the report RLLNACH1), you must define the storage types for which replenishment is to be used.
Assign the appropriate replenishment type to the respective storage types.







Confirmation In this section, you configure the system settings for handling differences and for confirming transfer orders.
Handling Differences The system posts differences that you find in the warehouse into a specific difference storage type (for example, 999) whenever you
Confirm a transfer order with differences. Perform a manual stock transfer to the difference storage type (for example, 999). Perform automatic stock transfer to the difference storage type (for example, 999) after an inventory with quantity differences. In the WM system, you can classify differences according to cause (for example, breakage, theft).
Using the difference indicator, you determine the storage type and the storage bin to which the differences are posted.
For each difference indicator, you can save the percentage value for the deviation allowed, that is, starting from which the dialog box is to appear. Suppressing the dialog box is appropriate for stock picks that cannot be done to the exact amount and where the difference is cleared against the stock in the source bin.
Example
A warehouse worker guesses a 3 kilogram pick for a particular material and determines the actual weight further away from the bin. In this case, each pick is confirmed with a difference. It would be appropriate to have the dialog box suppressed so as to save this extra step.
Confirmation Control One important aspect of confirmation of transfer orders is the setting of the confirmation requirement. This requirement means additional work for the user, but it also affords a high level of stock and information security.
The decision as to whether a transfer order item requires confirmation and whether it is confirmed immediately depends on the parameters you set for your movement types and your storage types.
At the warehouse number level you define: whether there is to be separate confirmation of pick and transfer At the storage type level you define: whether putaways to this storage type require confirmation whether picks from this storage type require confirmation whether a zero stock check is to take place for a bin that becomes empty through the pick whether the destination storage bin can be changed during confirmation At the movement type level you define: whether transfer orders with this movement type can be confirmed immediately whether the confirmation requirement is to be proposed during transfer order generation whether single-step confirmation is to be applied although two-step confirmation is set for the source and destination storage types through which screen the transfer orders are to be confirmed. Confirmation Requirement
As soon as one of the above parameters calls for a confirmation requirement for a transfer order item, the item must be confirmed.
Immediate confirmation of a transfer order item only works out if
the respective movement type does not disallow this if the storage type from which the materials are picked is not subject to pick confirmation if the storage type into which the materials are put away does not have a putaway confirmation requirement. Two-Step Confirmation
For two-step confirmation, both storage types involved in the transfer order must be subject to confirmation.
At the warehouse number level, you define whether transfer orders or TO items are to be confirmed in two separate steps.
During the confirmation of the first step, you confirm the pick process from the source storage bin. The source storage bin and the quant are automatically updated. In the quant of the destination storage bin, only the open transfer quantity is updated at this point.
During the confirmation of the second step, you confirm both the transfer process and also the receipt of the material at the destination storage bin. Here the source storage bin and its quant are no longer updated, but only the destination storage bin and the quant stored there.
SAP Recommendation
SAP recommends working with the stock placement and stock removal confirmation functions. The confirmation procedure is recommended for the following reasons:
Stock in a storage bin should only be available after the actual putaway has been confirmed. Storage bins should only be released for further putaways after the goods putaway in the destination bin has been confirmed. A storage bin that is going to be emptied by a pending stock pick should already be filled with a putaway before it is really emptied. The posting of differences should be executed during the actual confirmation, and not by means of a separate transfer order. Include the confirmation process in your organizational procedures.
You can use the bar code for confirming transfer orders. This makes your work much easier.
Activities
1. Decide whether you want to confirm the transfer orders created in the SAP system using the confirmation procedure.
2. Maintain the difference indicator for differences in TO confirmation.
3. Maintain the indicator "Confirmation control/Warehouse number".
4. Maintain the indicator "Confirmation control/Storage type".
5. Maintain the indicator "Confirmation control/Movement type".