Storage plans
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
Refer to documentation Implementation
Screen management
Header
Presentation
Use the transaction header to:
- Create new transaction codes
- Search for existing transactions to modify or delete
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Fields
The following fields are present on this tab :
Put-away plan transaction
| 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:
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.
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| Transaction description. |
| Use this field to activate or deactivate a transaction. |
| This access code is used to restrict access to data by user or group of users. |
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Tab General
Presentation
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.
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Fields
The following fields are present on this tab :
Header
| The presence or absence of this option is subject to the activity code WRH.
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| The presence of this check box is subject to the WRH activity code.
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Lines
| Parameter used to define, for this transaction, if the field Entry type must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the field Entry type must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the Line no.field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Specify, for this transaction, if the Allocation date field must be: Hidden
Displayed
Entered
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the put-away list field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the stock unit of measure field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the original coefficient field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Setup used to define, for this transaction, if the field Quantity STK to be put-away or to be processed must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Setup used to define, for this transaction, if the Original status field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the location (dock) field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| The presence of this information is subject to activity code WRH.
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| Specify, for this entry transaction, if the field must be present in:
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| Setup used to define, for this transaction, if the unit field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Setup used to define, for this transaction, if the quantityfield must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the coefficientfield must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Setup used to define, for this transaction, if the quantity STK field must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this transaction, if the Projectfield must be:
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| Specify, for this entry transaction, if the field must be present in:
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Sort
| This field gives the main sort criteria for the table of records to be processed. |
| This field gives the second sort criteria for the table of records to be processed. |
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Tab Stock
Presentation
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.
Fields
The following fields are present on this tab :
Entry
| This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.
The specific case of Customer returns: If the entry of PAC unit is allowed, then it is possible to modify the sales unit in the return by selecting a different sales unit among the following units:
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. |
| Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this entry transaction, whether the product Lot number must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this entry transaction, whether the product Sub-lot number must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Use this parameter to define, for this entry transaction, if the Number of sub-lots must be displayed. |
| This setup is used to define, for this entry transaction, whether the entry status must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this entry transaction, if the location for the product receipt must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Use this parameter to define, for this entry transaction, if the Order unitary price must be:
This information is used to intervene in the valuation of the stock receipt:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
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| Specify, for this entry transaction, if the field must be present in:
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| The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
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| Specify, for this entry transaction, if the field must be present in:
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| The presence or absence of this option is subject to the activity code WRH.
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| Specify, for this entry transaction, if the field must be present in:
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| 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:
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| Specify, for this entry transaction, if the field must be present in:
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Detail
| 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). |
| Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:
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| Specify, for this entry transaction, if the field must be present in:
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| This parameter is used for this entry transaction to define whether the Major version number should be:
The management of the version numbers is only carried out at the Lot complement window level. |
| Specify, for this entry transaction, if the field must be present in:
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| This parameter is used to define, for this entry transaction, whether the Minor version number must be:
The management of the version numbers is only carried out at the Lot complement window level. |
| Specify, for this entry transaction, if the field must be present in:
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| The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Specify if label printing is authorized for this entry transaction. You can authorize the printing of:
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). |
| Specify, for this entry transaction, if the field must be present in:
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| Parameter used to define, for this entry transaction, if the number of documents to be printed can be entered or not. |
| Specify, for this entry transaction, if the field must be present in:
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| Use this parameter to define, for this entry transaction, if the transaction price in the Stock receipt entryscreen must be:
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| Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
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| Specify, for this entry transaction, if the field must be present in:
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| Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
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| Use this parameter to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:
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| Specify, for this entry transaction, if the field must be present in:
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Lot
| Select this check box to indicate that the lot expiry date must be entered. |
| Select this check box to indicate that the lot title must be entered.
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| This setup is used to specify for each of the user free fields 1-2-3-4 of the Lot addition entry window whether these fields must be entered. These fields are used to associate additional information to a lot.
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Tab Analytical
Fields
The following fields are present on this tab :
Block number 1
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Block number 2
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Reports
By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.