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Upon the processing of the wave, containerization runs the following steps:

1. The container build template with a matching wave step code on the wave template is selected. 2. The query criteria of the template are checked for the current allocation line. If criteria are met, the system starts processing the template to create containers for the allocation line. 3. When the system checks the physical dimensions, such as length, width, and height of a single item, its highest unit is checked first against the maximum allowed values that are set on the container type. 4. If length, width, and height meet the requirements, the system then checks the weight and volume of all items on the allocation line against the maximum allowed weight and volume of the container. The system also considers the container use percentage that is set on the container group. 5. If the Allow split? option on the container build template is set to Yes, you can split the items into multiple containers. 6. The system will keep trying to downsize into smaller containers that are defined in the container group. When a container type fails to downsize, it will stop trying to downsize any further. Therefore, the container types in the group should be ordered by size. 7. If the query criteria are met, but the container build template fails to pack the allocation line (for example, due to the dimension not being met), the line will still be assigned to the container. However, the created container will have the Container has errors field enabled, indicating that the containerization process failed. You will also receive an error in the system. 8. Continue the same process on the next allocation line until there are no more items to be packed.

Product's purchase price

A product's purchase price can be predefined in several different ways. The basic approaches include a standard purchase price that can be manually specified or automatically updated, based on invoices. Additional approaches to a product's purchase price will be covered in the context of purchasing, such as the use of purchase price trade agreements and purchase agreements.

Product's sales price

A product's sales price can be predefined in several different ways. The basic approaches include a standard sales price that can be manually specified or automatically calculated. Additional approaches to a product's sales price will be covered in the context of a sales order, such as the use of sales price trade agreements and sales agreements.

spot cycle count

A spot cycle count is used when a worker finds a variance while performing other work. These variances can be breakage, misplaced items, or physical movements that were not recorded with an inventory movement, among other things. Spot counts do not require work to be created prior to the count being performed. Spot counts are a quick way to record and remedy inventory questions as they are discovered on the warehouse floor. For example, a worker is directed to put items away into a specific location that is empty, according to the system. However, when the worker arrives, they find the location is filled with another item. The worker then performs a spot count on the location to update the system. When you are using license plate control in the warehouse, a spot count can either prevent the cycle count from occurring or allow it and then automatically create a transfer instead of a movement. To enable the spot counts, set the Allow license plate moves during cycle counting option to Yes.

The four statuses of a purchase order that are typically used in vendor collaboration are:

Approved - When you're working with a vendor, a status of Approved typically means that the purchase order has been created and that you're ready to send it to the vendor for confirmation and acceptance. In external review - When you're working with a vendor, the status will change to In external review when you send the purchase order to the vendor. It will also stay in that status after the vendor accepts the purchase order if the system is not set up to automatically accept or if automatic acceptance is blocked for some reason. The purchase order status will also remain as In external review if the vendor rejects the order or accepts the order with changes. Confirmed - When you're working with a vendor, the purchase order status is set as Confirmed if the vendor accepts the order and the system is set up for automatic confirmation. Canceled - When you're working with a vendor, the purchase order status is set as Canceled after you cancel a purchase order and the vendor confirms the cancellation.

Parameters of Inventory Dimension Report

As on - The date that the values of the report are based on. Item number - Select the level where the dimension is considered in the layout.

Warehouse processes

As part of the warehouse configuration, you must enable warehouse processes according to business requirements. The most important components for you to configure are wave templates, work templates, work pools, and location directives.

Containerization process

Automated containerization creates containers and the picking work for shipments when a wave is processed. To set up containerization, you must first create container types, which define the physical characteristics of the containers. You can use container types to pack inventory items into specific types of packaging sizes, such as bins or pallets. Then, you need to create container groups that have the same container type as its members. For example, a container group can include container types that have similar size dimensions. A group specifies the sequence in which containers are packed and the fill percentage of each container. You also need to create container build templates that define rules for containerization, for example, rules for mixing of inventory and other packing strategies. You must create one or more wave template to create the picking work for containerization. Container types that are used for manual packing cannot be used for containerization. If you're using both processes, you must set up one container type to be used for manual packing and another one for automated containerization.

Authorizing product setup in a legal entity

Before a product master can be used on a transaction, such as a sales order or purchase order, the product master and one or more of its variants must be released to each legal entity, that is, if the configuration technology is set to be predefined variants. When you are releasing products, many combinations of products, product masters, and product variants can be released to one or more legal entities: Single product or multiple products Single product variant or multiple product variants Single legal entity or multiple legal entities The release product process lets users in an organization push product definition to various legal entities. By releasing a product or a product master, you associate it with a legal entity and authorize the product definition for use in the legal entity.

Charges codes

Before you plan to add manual or automatic charges when you create a sales or purchase order, you must set up charges codes. These codes are used to define the type of charge and how the charge is going to be debited or credited.

The following are examples of location types:

Bulk location - The area in the warehouse where received items are stored until the warehouse worker transports the items to the picking locations. Bulk locations are used to replenish picking locations as their stock is reduced and they are also used for picking. Picking location - Where items are stored until they are picked for shipment. They are kept here to ensure easy access for picking. The picking location is used for picking small quantities of an item. An item can only have one picking location in each warehouse. Inbound dock - Location in the warehouse where items are received and possibly checked (this is the default if it is not specified elsewhere). Outbound dock - Location in the warehouse where shipment occurs (this is the default if it is not specified elsewhere). Production output location - Location where the finished items from the shop floor arrive. Inspection location - Location where the inspections occur. Kanban supermarket - Location where the inventory is controlled and processed for work-in-progress (WIP) products in a Lean manufacturing environment.

The following list describes the default behavior for each of the purchasing policy rules, as if no rule applies. For example, either no rule of this type is implemented, or no policy applies to the organization for which the request is made.

Catalog policy rule - The purpose of this rule is to set the procurement catalog to be used within an organization. The procurement catalog defines the presentation layer on the procurement site and the products that are available for purchase requests. Category access policy rule - The purpose of this rule is to restrict employees' access to certain procurement categories within an organization. Category policy rule - The purpose of this rule is to differentiate application behavior for specific procurement categories. Purchase requisition control rule - The purpose of this rule is to configure basic purchase requisition behavior. Purchase requisition request for quotation (RFQ) rule - The purpose of this rule is to configure when requests for quotations are required. Specific thresholds can be set for each procurement category. If a request for quotation is required, the purchase requisition line will be flagged accordingly so that the appropriate action can be taken during the review process. Purchase order creation and demand consolidation rule - The purpose of this rule is to configure the application behavior when processing approved purchase requisition lines into purchase orders. This includes error handling (for example, when prices have increased or vendors are blocked), automatic versus manual purchase order creation, and demand consolidation.

Charges groups

Charges groups are used for the automatic setup of charges. This is because they classify items, customers, or vendors into groups for which the same charges apply. The groups are available for selection on the Auto charges page, and when orders are then created for these groups, the charges are automatically calculated and applied to the order. The three types of charges groups are: Customer charges Vendor charges Item charges Charges groups are useful when: A company has charges that apply to certain customers or groups of customers. Vendors charge certain fees on all orders. One or more items are associated with one or more customers or vendors.

To enable cluster picking, what do you need to set up

Cluster profiles Work templates Location directives Mobile device menu items Warehouse management parameters

Consignment inventory

Consignment replenishment orders - A consignment replenishment order is a document that you can use to request and keep track of inventory quantities of products that a vendor intends to deliver within a certain date interval by creating ordered inventory transactions. Inventory ownership change journal - The process of changing the owner of the inventory from the vendor to the receiving legal entity is done by using an Inventory ownership change journal. No expected inventory transactions are created for the journal. The only inventory transactions created are those that relate to a posted journal. Tracking dimension group - items that are going to be used in consignment processes must be associated with a Tracking dimension group where the Owner dimension is set to Active. The Owner dimension always has the Physical inventory and Financial inventory options selected. The Coverage plan by dimension option is never selected.

Storage dimensions

Control how items are stored and taken from inventory. By using storage inventory dimensions, you can manage inventory on a detailed level.

Counting Journal

Counting journals correct the quantity on hand for products in the inventory.

Non conformance types

Customer - This type includes customer account number, the sales order number, or a lot number of a sales order transaction. For example, the nonconformance might be related to a specific sales order shipment or to customer feedback about product quality. Service request - This type includes the customer account number, the sales order number, or a lot number of a sales order transaction. For example, the nonconformance might be related to a specific sales order shipment or to a customer's complaint about item quality. Vendor - This type includes the vendor account number, the purchase order number, or a lot number of a purchase order transaction. For example, the nonconformance might be related to a purchase order receipt or to a vendor's concern about a part that it supplies. Production - This type includes the production order number or a lot number of a production order transaction. For example, the nonconformance might be related to a specific batch that was produced. Internal - This type includes the quality order number or a lot number of a quality order transaction. For example, the nonconformance might be related to the tests that are performed as part of a quality order or to an employee's concern about product quality. Coproduct production - This type includes a coproduct production order nonconformance that is related to batch production orders.

In every legal entity, you must set up at least one item group because it is a prerequisite that will be used in inventory processing. Item groups serve three main purposes:

Defining sets of ledger accounts for accounting entries of a collection of products that are classified in the item group. Using item groups to report detailed financial information and queries. Creating other reports that are related to products.

The two statuses that are relevant to the change management process are:

Draft - When you're working with a vendor, the purchase order status is set to Draft in a few situations. It will be set to Draft when the initial purchase order is created. It will be changed to Draft if you make changes to the purchase order that are requested by the vendor. In review - The purchase order status is set to In review during the approval process after the Draft status. A purchase order must have the status of Approved to be sent to a vendor.

The Approval statuses of the purchase order are

Draft, In review, and Rejected - These statuses are used only when an approval workflow is used for the PO. Approved - This status is assigned to orders that have completed workflow approval. Orders that are created without using an approval workflow receive a status of Approved immediately. In external review - This status is used in scenarios where a purchase inquiry is sent to the vendor so that the vendor can confirm terms of the PO. This status is also used in the process that is initiated by the Confirmation request action. For this process, the vendor is asked to confirm terms of the PO by connecting to your system and registering whether it confirms or rejects the order. Confirmed - This status is assigned after the order has been confirmed. Finalized - This is the final approval status.

Product dimensions

Help define the physical characteristics of inventory items. The available product dimensions in Supply Chain Management are: Configuration, Size, Style, and Color.

Receiving not stocked products

If a product that is not in stock comes into the warehouse, the not stocked products with and without a product number will display on the Arrival overview page. When you select Start arrival for a not stocked product, the product receipt status will change to Registered but an Item arrival journal is not created. You must generate the product receipt for the product. If the not stocked product does not come to the warehouse, you can generate a product receipt to confirm that the product is received.

Blocking items by using a process that generates a quality order

If a quality process specifies that an item must be inspected, a quantity of the item is blocked automatically. Therefore, when a quality order is generated automatically, the item sampling plan that is associated with the quality order controls the quantity of items that is blocked and the quantity that must be inspected. If the Full blocking option on the Inventory management > Setup > Quality control > Item sampling page is selected, the full quantity of a purchase order line, for example, is blocked during inspection, regardless of the item sampling quantity.

Mobile Device Menu Item Modes

If the Mode field for a menu item is set to Indirect, you can create a menu item to perform a general activity or inquiry that doesn't create work. Examples include reprinting license plate labels and an inquiry about the items in a location.

Supply Chain Management offers various BOM line types:

Item - Select the Item line type for materials or services that are directly consumed and that don't require further explosion or pegged supply. Pegged supply - Select the Pegged supply line type when you want to create a sub production, a BOM line event kanban, or a direct purchase order for any product variant that the BOM line references. The sub production, event kanban, or purchase order is created when you estimate the production order. The required item quantities are automatically reserved for the consuming production order. Phantom - Select the Phantom line type when you want to explode any lower-level BOM items that are contained on the BOM line. When using BOM lines of the Phantom type, the parent BOM line that refers to a product variant that has a phantom BOM is replaced by the component items that are listed as BOM lines in that BOM. This is determined by the applicable active BOM version of that product variant. If the product variant has an applicable active route, the operations of that route are merged into the parent route. Note that phantoms are typically used to simplify the engineering process. Extensive use of phantom BOMs in many levels influences performance, especially in highly repetitive manufacturing scenarios. To improve performance, you should avoid deep hierarchies of phantoms. Instead, use pre-exploded production BOMs and routes. Vendor - Select the Vendor line type if the production process uses a subcontractor and you want a sub production or purchase order to be created automatically for the subcontractor.

Location directives

Location directives are important for inbound and outbound processes. A location directive in the outbound process instructs where to pick the items from and where to put those to be shipped by using a put away process. You can use a simple two-step process where the items are picked from a location within the warehouse and then shipped by using a put away process. Alternatively, you can use multiple-step picking to introduce a staging location or an additional packing station. There is no limit to the number of steps that you can use in your location directives for the outbound process; at a minimum, you must include one pick and one put action. When a wave is processed, the picking work that is created is based on the work template and the location directive that is specified for the warehouse. The work template specifies how the picking work is created, and the location directive specifies the pick and put locations.

In the General field group, specify when and how the automatic number must be assigned by considering the following fields:

Manual - Select to assign manual serial and batch numbers to the products that are associated to this number group. Only for inventory transactions - Select to assign the generated numbers to the transaction instead of, for example, the purchase order line. The serial and batch numbers are generated and assigned when a purchase order is created. The numbers cannot be viewed from the purchase order line. However, one transaction is listed on the Transactions page with one serial or batch number. On physical update - Select to assign the generated number when a product transaction is made. This means that the serial and batch numbers are not generated until a packing slip and a picking list registration is posted. The serial numbers cannot be viewed on the purchase order line. However, one transaction is listed on the Transactions page with one serial number. Per qty. - Specify the quantity of products to be assigned to the generated number. To assign unique serial numbers and batch numbers, type 1 in the Per qty. field. The Only for inventory transactions slider must be selected for this field to be active.

Default order settings

Multiple - Enter the default quantity to use for requirement calculations. This is the default quantity in which the item is produced. You can change the default quantity, and set the default quantity per site. Min. order quantity - Enter the minimum number of receipts or issues that are allowed for the item. This value is used in purchase lines, sales lines, production orders, inventory journals, and item coverage. You can set the default quantity per site. Max. order quantity - Enter the maximum number of receipts or issues that are allowed for the item. This is the largest quantity that will be accepted in purchase orders, inventory journals, and productions. You can set the default quantity per site. Standard order quantity - Enter a default quantity to use when you create a purchase line, inventory line, or sales line. You can set the default quantity per site.

Vendor hold types

No - Indicates that the vendor is not on hold and transactions can be completed for the vendor. Invoice - Indicates that new vendor invoices cannot be processed for the selected vendor. All - Indicates that no new transactions can be processed for the selected vendor. Payment - Indicates that new payment journals cannot be processed for the selected vendor. Requisition - Indicates that new purchase requisitions cannot be processed for the selected vendor. Never - Indicates that the selected vendor is never on hold.

Purchase order statuses

Open order - Orders have been created and quantities are on order. Received - Some of the quantities have been received, but they haven't been invoiced yet. Invoiced - The full quantity on the order has been invoiced. Note: If an order has been partially invoiced, neither Received status nor Invoiced status is appropriate. Therefore, the order will still have a status of Open order. Canceled - An order was confirmed but later canceled. Therefore, this status indicates that there are no longer any open quantities on order.

The configuration technology, that is set up on its product master, controls how such a variant is modeled:

Predefined variant - This type enables the product to be modeled based on the product dimensions, color, configuration, and size. This is the only option that can be set up directly with product variants. Any combination of the product dimensions is allowed. Dimension-based configuration - A configuration technology that is used to create product variants by selecting values for product dimensions. Any combination of the product dimensions is permitted. Constraint-based configuration - This type enables products to be used in the Product configurator. To select this type, the product dimension group must have Configuration enabled, and no other product dimensions can be enabled.

From a decentralized process, products can be created and maintained directly from the Released products list page in the Product information management module, given that the user has the security role to follow these steps. These duties are included in the Product designer and Product design manager roles. Upon product creation in a legal entity, a core product definition is automatically created in the shared products repository. You can choose among three configuration technologies:

Predefined variants - Are defined by predefined product dimensions. The variant definition includes the definition of a valid combination of dimensions, such as Color, Style, and Size. Each combination produces a distinct product variant. Dimension-based configuration - Is typically used in manufacturing scenarios and lets you use the Configuration dimension in the definition of the bill of materials (BOMs). After a configuration is selected, the system uses the subset of BOM lines that are valid for that configuration for planning and production. This concept is also known as global BOM, because one shared BOM is used for all configurations of a product. Constraint-based configuration - Uses a product configuration model to describe all possible attributes and components that are required to describe all possible variants of a product in a single model. The constraints of combinations of attributes can be described through regular expressions or table-based constraints. Configuration models and configurators become more important in product information management and are used across all industries.

You can choose among three configuration technologies:

Predefined variants - Are defined by predefined product dimensions. The variant definition includes the definition of a valid combination of dimensions, such as Color, Style, and Size. Each combination produces a distinct product variant. Dimension-based configuration - Is typically used in manufacturing scenarios and lets you use the Configuration dimension in the definition of the bill of materials (BOMs). After a configuration is selected, the system uses the subset of BOM lines that are valid for that configuration for planning and production. This concept is also known as global BOM, because one shared BOM is used for all configurations of a product. Constraint-based configuration - Uses a product configuration model to describe all possible attributes and components that are required to describe all possible variants of a product in a single model. The constraints of combinations of attributes can be described through regular expressions or table-based constraints. Configuration models and configurators become more important in product information management and are used across all industries.

You can configure menu items on a mobile device to:

Process an inquiry or perform an activity, such as print a label, generate license plate numbers, start a production order, or quickly look up information about items in a location. Create work that will be performed through another process. For example, receiving an item for a purchase order can create put away work for another worker. Perform work that was created by another process. This is called existing work. For example, performing put away work that was created when an item was received for a purchase order.

The two subtypes of products are:

Product - A product is a uniquely identifiable product. It serves as a core product that does not vary; therefore, no product dimensions can be associated with the definition. Product master - A product master holds the definition and rules that specify how distinct products are described and behave in business processes. Based on these definitions, distinct products can be generated. These distinct products are known as product variants. In Supply Chain Management, a product master is associated with a product dimension group and a configuration technology to specify the business rules. The product dimensions (Color, Size, Style, and Configuration) are a specific set of attributes that can be used throughout Supply Chain Management to define and track specific behaviors of the related products. These dimensions also help users search for and identify the products. Product masters serve as templates or models for variants. The variants of a product master can be either predefined or created in sales scenarios by using a product configurator. A product master is associated with one or more product dimensions.

Product Attributes

Product attributes identify the details that you want to maintain for your products such as brands, manufacturer, model, and so on, and provide additional details that your organization might want to record for a particular product or category. You can associate product attributes, along with a product, through the category to which the product belongs. When you define product attributes, you must first define the attribute type and then assign it to the attribute. The attribute type identifies the type of data that can be entered for a specific attribute and a list or range of valid values that can be used for the attribute. The attribute is the value that is displayed with the product to provide the requester additional details about the product. After you create attribute types and product attributes, you will need to assign the product attributes to categories. Next, you will assign the category to the product, and then you can define values for the product attributes.

You need to create a new item that supports multiple variables.

Product masters serve as templates or models for variants. The variants of a product master can be either predefined or created in sales scenarios by using a product configurator. A product master is associated with one or more product dimensions. Constraint-based configuration - Uses a product configuration model to describe all possible attributes and components that are required to describe all possible variants of a product in a single model. The constraints of combinations of attributes can be described through regular expressions or table-based constraints. Configuration models and configurators become more important in product information management and are used across all industries.

Staging and order picking

Raw material picking has two picking principles: Order picking Staging The term order picking is used when the ordered quantity is being picked, whereas the term staging is used when the full quantity on the picked license plate is being moved. You can configure which of the two principles should be used for raw material picking. You can control this policy at the item level by using the Material picking in license plate locations field on the Warehouse FastTab.

The purchase requisition process can vary from business to business and typically involves three main roles:

Requester - The user who requested and who will receive the item on the purchase requisition line, even if that user does not actually create the purchase requisition. Several different requesters can be on the same purchase requisition. The requester's settings (such as employment, department, and cost center) are used for the purchase requisition line and, in the workflow process, the requester's information (such as spending limits and reporting relationships) can be used to route the purchase requisition line through the review process. Preparer - The user who creates and submits the purchase requisition. Depending on how the system is set up, users can create purchase requisitions on behalf of other users. In that situation, the requester is not the same user who creates and submits the purchase requisition. The preparer is the on-point person for the requisition. For example, if a purchase requisition is rejected in workflow, it will be sent back to the preparer; or, if it needs to be recalled, the preparer can perform that action, but the requester cannot. Approver - The approver is the user who must approve the purchase requisition. In some cases, there could be more than one approver for a single line or a different approver for each line on a purchase requisition. Additionally, a Reviewer might have a task in the workflow.

Include physical value

Select the Include physical value option to indicate that transactions that are physically updated should be included in the calculation of the average cost. At inventory close, this parameter can be used, depending on the method that is used for inventory valuation. The following inventory valuation methods use this parameter during inventory close: FIFO LIFO LIFO date The following inventory valuation methods do not use this parameter during inventory close: Weighted avg. Weighted avg. date

Anchoring

Select this option to let workers specify a location that overrides the suggested staging or loading location. All the remaining put away work is directed to the new location. This option is useful when, for example, a worker who must put items for order 1 in a staging location by Dock 1 can't because a previous load hasn't cleared the location. Instead of waiting for the Dock 1 staging location to become available, the worker can decide to use the staging location for Dock 2. In this case, the worker overrides the suggested staging location. The put location for all remaining items for the work order is then updated to the Dock 2 staging location. If you select this option, you must set the Anchor by field. If you're using anchoring, you must specify whether to anchor by shipment or by load.

Tracking dimensions

Serial and batch numbers provide companies with the ability to trace their products through Supply Chain Management, which is essential for quality assurance purposes and when you deal with warranties for a product. A tracking dimension is a required field on every product that you set up in your system. As the name implies, it is used if you need to track an item throughout its life. For example, you might assign batch numbers if there is a need to track an item back to the manufacturing of that item. Batch numbers apply to a group of items, while a serial number applies to a single item. You can also specify if the batch or serial number is a required field when you process various transactions in the system. In some cases, you might create a tracking dimension if your product requires both a serial number and batch number. You can also have products that have neither dimension assigned to the product.

External vendor catalogs

Set up an external catalog Configure the external vendor catalog Activate or deactivate the catalog so that your users can access the catalog.

Automatically create cycle counting work

Set up cycle counting thresholds - Indicates the quantity or percentage limit of inventory items. Cycle counting work is automatically created when the threshold limit is reached. Set up a cycle counting plan - Creates cycle counting work either immediately or periodically through a batch job. When cycle counting work is created, the counting work line includes information about the location to count. The on-hand inventory that is associated with this location isn't blocked; therefore, it is available for reservation and outbound processing, even though open counting work exists.

Canceled Purchase Order Status

The Canceled status is not applied to the purchase order until after the cancellation has been confirmed.

Purchase order preparation

The Purchase order preparation workspace lets you view lists of purchase orders in the various states they have progressed to and provides a summary of the actions that must be taken. This workspace focuses on PO creation and review, order processing, and vendor confirmation.

Reservation Hierarchies

The Site, Warehouse, Inventory status, Location, and License plate dimensions are all required levels in a reservation hierarchy. Additional dimensions such as Batch number and Serial number only need to be included if they are used in the associated tracking dimension group. The elements in a reservation hierarchy determine which dimensions must be recognized when the actual reservation occurs. Each dimension is required for the reservation, and the order of the elements in the hierarchy is important when you make the reservation. However, you do not always have to provide all dimensions in the hierarchy when placing an order because the reservation system can identify and provide dimensions that are missing in the required sequence of the hierarchy. The location of an item is identified by the warehouse management system. If you want to make a dimension that is below a location that is required for the ordering process, this dimension must be moved above the location in the hierarchy.

Vendor collaboration invoicing

The Vendor collaboration invoicing workspace can be used to view vendor invoice information and to submit invoices to Supply Chain Management by using workflow capabilities.

Cluster Picking

The cluster will organize the picking work for the worker. When a work order is assigned to a cluster, the worker must use cluster picking to perform the picking work for the order. The worker cannot use other picking methods. If a work order is assigned to a cluster by mistake, the worker must break the cluster and then re-create it. If needed, a worker can pass a cluster to another worker. This changes the cluster status to Passed. When the worker uses a mobile device to indicate that the picking and put away work is completed, the shipment or load must be confirmed in Supply Chain Management. When you have completed the setup for cluster picking, you can start to use the mobile device to process a sales order by using the cluster picking method. After you have released the work to the warehouse, you can begin creating clusters and assigning work to those clusters. On the mobile device, you can see the cluster picking item that was created with the Cluster ID. Scan the Work ID and select OK, and then you will be prompted for the next steps. Repeat this process until the cart is full.

Cycle Counting Steps

The cycle counting process can be described in three steps: Create cycle counting work - Cycle counting work can be created automatically, based on threshold parameters for items or by using a cycle counting plan. Alternatively, you can manually create cycle counting work by using the item or warehouse parameters on the Cycle count work by item page or the Cycle count work by location page. Process the cycle count - After cycle counting work is created, you perform the cycle counting work by counting items in a warehouse location and then using a mobile device to enter the result in Supply Chain Management. Alternatively, you can count items in a warehouse location without creating cycle counting work. This process is referred to as spot cycle counting. Resolve differences in the counted value - After a cycle count, any items that have differences in the counted value will have a work status of Pending review on the All work page. You can resolve these differences on the Cycle count work pending review page.

Dock management profiles

The dock management profile helps you control inventory items for multiple orders, shipments, loads, or waves at the docks when inbound items are received or outbound items are loaded. The location profiles also specify whether a warehouse location is license plate controlled, can be cycle counted, and whether it allows for mixing of inventory batches. You can set up a dock management profile and assign it to a location profile to manage the mixing of inventory in specific warehouse locations. For example, when you stage product into a staging location, perhaps you only want one order to be staged in each staging lane, or to segregate items by shipment ID, load ID, order number, wave ID, and work order type.

Inventory Close

The inventory close process settles issue transactions to receipt transactions, based on the inventory valuation method that is selected in the item's item model group. As part of the settlement process, you can specify that the general ledger should be updated so that it reflects the adjustments that have been made. However, until inventory close or recalculation has been run, issue transactions are posted at the calculated running average cost price. Inventory close isn't required if you use the Standard cost valuation method. Before you run the closing procedure, you can view a list of items that can't be settled during the update. We recommend that you run inventory close during off-peak hours to distribute computing resources more evenly.

An item number can be blocked for sale, for example, if the following occurs:

The product is still under development or manufacture, and you do not want the product to be sold or reserved. You have received many defective products. The defects must be corrected before the product can be sold. Therefore, you can block the product in the meantime. You cannot block a series or a lot of the product. If parts of the product are to be blocked, you can block them by moving inventory or by blocking the product's full stock for that period. Note that blocked for inventory applies to both inventory and production.

When you set up a wave template, specify the following:

The site and warehouse that the template will create work for. The sequence in which the templates are matched to released lines on sales orders, production orders, and kanbans. When a line on a sales order, production order, or kanban is released to the warehouse or to production, the system applies the first wave template that the line meets the criteria for. The wave methods that perform the actions that are created by the template, such as creating or distributing work for each type of wave template. These actions are also referred to as wave steps. Wave containerization can be added to a sequence of wave methods to define the containerization of the lines that are processed in a wave template.

Inventory Breakdown

To create a new site, go to Inventory management > Setup > Inventory breakdown > Sites. When you have created a site, you can only delete it if: The site is not referenced from warehouses, production resources, or other master data. There is no open on-hand inventory that is associated with the site. If either of these conditions are not true, Supply Chain Management displays an error message, and you cannot delete the site.

Direct deliveries

To create direct deliveries from the Sales order page, you will create a sales order and order lines, and then select the Direct delivery button from the NEW group on the SALES ORDER Action Pane.

Direct Delivery Steps

To create direct deliveries from the Sales order page, you will create a sales order and order lines, and then select the Direct delivery button from the NEW group on the SALES ORDER Action Pane. Then, you need to specify a vendor for the line that you want processed as a direct delivery. After the purchase order is created, a link will be created between the direct delivery sales order lines and their corresponding purchase order lines. After you have created the direct delivery link between the sales order lines and the purchase order, you can generate a product receipt for the sales order by generating a product receipt or invoice from the purchase order. You must invoice update the sales order from the Sales orders page. The sales order cannot be invoice updated with a larger quantity than is registered as delivered to the customer. When a product receipt is posted on a purchase order, a sales order packing slip is automatically created. When the product receipt is complete, the validation for the sales order invoice is made against the sales order packing slip that was automatically created by the system.

Transfer Journal

Transfer journals can physically move products between locations, of a warehouse or between warehouses. It also can be used to correct wrong registration of products because you can change product dimensions, such as size, color, style, and configuration, as well as serial and batch numbers.

ABC models

Value - Specify the item's ABC code for inventory value. Inventory value refers to the worth of the items in inventory. For example, if A is specified in this field, the selected item is categorized as an A item. Margin - Specify the item's ABC code for marginal income. For example, if A is specified in this field, the selected item is categorized as an A item. Revenue - Specify the ABC code for sales. For example, if A is specified in this field, the selected item is categorized as an A item. Carrying cost - Specify the item's ABC code for attachment to inventory. Inventory attachment refers to how long an item remains in inventory. For example, if A is specified in this field, the item selected is categorized as an A item that makes up 20 percent of the total inventory and is in inventory for two weeks. That means that A items are an expense in inventory for two weeks.

The following replenishment strategies are available:

Wave demand replenishment - This strategy creates replenishment work for outbound orders or loads if inventory isn't available when the wave creates work. For example, replenishment work can be created if the quantity that is required for a sales order isn't available when a wave is processed. Min/Max replenishment - This strategy uses minimum and maximum stocking limits to determine when locations should be replenished. The item and location criteria define the inventory that is evaluated for replenishment. Min/Max replenishment templates are the primary mechanism for maintaining optimal levels in picking locations. To help guarantee that enough pick face inventory is available to meet wave demand, you can use demand replenishment as a supplement between Min/Max replenishment cycles. Load demand replenishment - This strategy sums the demand for several loads and creates the replenishment work that is required to stock the relevant picking locations. This strategy helps guarantee that the loads that are created can be picked in the warehouse after they are released. Immediate replenishment - This strategy replenishes inventory before a wave is run if allocation fails for a location directive line that has a replenishment template.

Basic Outbound Process

When a wave is processed, the picking work that is created is based on the work template and the location directive that is specified for the warehouse. The work template specifies how the picking work is created, and the location directive specifies the pick and put locations.

Approved Purchase Order Status

When you cancel a purchase order, the status is changed to Approved. You must send the purchase order back to the vendor so that the vendor can confirm or reject the cancellation. After the cancellation is confirmed, the purchase order appears in the vendor's list of confirmed purchase orders as Canceled.

Adjustment Journal

When you use an inventory adjustment journal, you can add cost to an item when you add inventory. The additional cost is automatically posted to a specific general ledger account, based on the setup of the item group posting profile.

Movement Journal

When you use an inventory movement journal, you can add cost to an item when you add inventory, but you must manually allocate the additional cost to a particular general ledger account by specifying a general ledger offset account when you create the journal. This inventory journal type is useful if you want to overwrite the default posting accounts.

Work Template

Work templates, found in Warehouse management > Setup > Work define what work is performed and how the work is done. Work templates can also contain a directive code that links to a location directive to determine where work is performed. Work templates include a query that specifies the criteria for the work. Each template must include at least one Pick operation and one Put operation to drive the basic work operation of transferring on-hand inventory from one location to another. If multiple workers must be able to process work for some of your warehouse operations, you might want to use the concept of staging for the inventory and separate the work implementation into different work classes. Work template is used to create and process warehouse work at various stages in the warehouse management process. A valid work template should be specified as pick - put in pairs.

Blocking items by using the Inventory blocking parameter

You can't use inventory statuses as blocking statuses for production orders, sales orders, transfer orders, outbound transactions, or project integrations. For outbound work, use items that have an Available inventory status.

Blocking items manually

You can block a quantity of an item by creating a transaction on the Inventory blocking page. Only items that are available as on-hand inventory can be blocked manually. For manually-blocked quantities, you need to decide whether planning activities should include expected receipts as an expected on-hand quantity. Expected receipts are blocked items that you expect to be available as on-hand inventory after inspection is completed. You can maintain the expected date. By default, the Expected receipts option is selected for items that are blocked through a quality order. You can cancel a manual block on a quantity by deleting the transaction on the Inventory management > Periodic tasks > Inventory blocking page.

Convert purchase requisitions to purchase orders

You can define purchasing policies to create rules that determine whether a purchase order is created automatically from a purchase requisition when it is completed. The settings for the purchase order and demand consolidation rule control how the purchase orders are generated when the purchase requisition is approved. By default, all purchase orders must be created manually from the Release approved purchase requisitions list page unless a defined policy rule outlines different actions. When a purchase requisition reaches the status of Approved, you can create the purchase order(s) automatically, with or without using a batch job, or manually.

Automatically release orders

You can set up a batch job to automatically release sales and transfer orders to the warehouse on the Warehouse management > Release to warehouse > Release to warehouse page, and then select the sales orders to be released. If you want to have a batch job release the sales orders, go to Warehouse management > Release to warehouse > Automatic release of sales orders and then set up batch recurrence to release the orders on a regular basis.

Blocking items by creating a quality order

You can specify items that must be inspected by creating a quality order on the Quality orders page. When you create a quality order, the quantity that you specify for an item is blocked. The sampling plan that is associated with a quality order controls only the quantity of items that must be inspected, not the quantity that is blocked. The quantity that is entered on the quality order is the quantity that is blocked, regardless of the quantity that the sampling plan specifies should be sent for inspection.

warehouse layout

Zone groups - A logical or physical grouping of zones within a warehouse. Zones - A logical or physical grouping of locations within a warehouse. Location profiles - A logical or physical grouping of locations that have the same warehouse location process policies. For example, a mix of different item numbers can be stored there, and the same physical capacity constraints apply. Additionally, location profiles also allow you to mix product dimensions in one location. This functionality can help use locations better by allowing you to decide configurations, colors, styles, and sizes that can be mixed on a certain location profile. Additionally, you can specify specific combinations of those dimensions that can be mixed in the location. Locations types - A logical or physical grouping of the warehouse locations. For example, you can create a location type for all staging locations. Mandatory settings on the Warehouse management parameters page drive the process of defining staging location types and the final shipping location type. Locations - The lowest level of location information. Locations are used to track where the on-hand inventory is stored and picked in a warehouse.

The product type classifies whether a product is

tangible (item) or intangible (service), whereas the subtype is a subclassification of the product.

The Owner dimension

used to separate information about which inventory is owned by the vendor and which is owned by the receiving legal entity.