2-Step Picking - SAP WM

Use

For 2-step picking, the picking process is divided into 2 separate steps. In the first step, you pick the entire quantity of materials need to fill requests (several deliveries or transfer requirements). During the second step, you divide up the materials and allocate them to match the corresponding requirements. Two-step picking can be used to pick materials for both deliveries and transfer requirements.

2-Step Picking

Two-step picking includes three different processes:

  • Removal
    During the removal process, the cumulative quantity of each material required in reference documents (deliveries or transfer requirements) is picked from bulk or random storage and moved to an intermediate storage area.
  • Allocation
    During the allocation process, the cumulative quantities of materials are divided up to match the individual requirements in the reference documents and distributed to the appropriate goods issue area.
  • Direct picking
    Direct picking takes place when two-step picking is material-dependent (defined in the material master). In other words, part of the material is picked using the 2-step method and part of the material is picked directly from the warehouse.

Prerequisites

Before using the 2-step picking function, you must activate it and define control parameters in the Customizing application. To activate 2-step picking for deliveries, see the Warehouse Management IMG documentation under Interfaces Shipping 2-step picking. To activate 2-step picking for transfer requirements, you define control data under Activities Transfers Set up 2-step picking for transfer requirements.

Features

  • You can activate 2-step picking separately for deliveries and for transfer requirements.
    You can activate 2-step picking for each material separately. For this “materialdependent” picking, you define in the material master record whether the picking is to take place directly from the warehouse or using the 2-step process.
  • The relevance for 2-step picking is determined when the system generates the reference documents (deliveries or transfer requirements). The system marks the relevant items in the reference documents accordingly.
  • Two-step picking was developed using the group as a basis. The group number serves as a means to combine several reference documents that are to be processed in a single picking process. The system accumulates quantities of each material to be removed using the group number. You can also use the group number to allocate materials to the individual requests for multiple processing. Additionally, you can carry out other functions associated with the group, such as printing and confirmation.
  • After the reference documents have been assigned to a group, you can influence the relevance at the level of the material and at the level of the reference document. Additionally, customers can redefine their own 2-step picking characteristics via customer exit MWM2S001.
  • For 2-step picking, the following functions have been developed:
  • After you have created the group, you can display the 2-step relevance of materials in the group. You can influence the 2-step relevance of each of the materials in a group manually using a maintenance function (Transfer order 2-step picking Redefine). You can activate the customer exit (MWM2S001) from within this function.
  • The system generates transfer orders using a group number to remove the accumulated quantities of material.
  • Using an evaluation function, you can analyze groups that are relevant for 2-step picking.
  • Two-step picking is imbedded in the following functions:
  • You can change or redetermine the relevance of materials for 2-step picking manually when you create the group.
  • When you print or confirm the group, you can select the individual steps of 2-step picking.

2-Step Picking Process
Purpose

Using this picking method, you can optimize the picking process. This picking method is especially useful when you pick large quantities of material for process-oriented picking such as picking waves or for a transport.

Advantages

Advantages of the 2-step picking process included the following:

  1. The total quantities of materials needed are picked in the first step. Therefore, the removal for the individual requirements (deliveries and transfer requirements) is optimized in the warehouse. Since you can pick full storage units or larger quantities of materials from the storage bins, the total number of picks required is reduced.
  2. Two-step picking makes it possible for you to optimize picking by using a picking strategy that is based on quantity (strategy M).
  3. Since picking and allocation are completely separate steps, you can also confirm them separately.
  4. You can monitor each step of the 2-step picking process in detail at any time.

2-step picking is carried out as a two-step procedure. Picking and the allocation of the total quantity to the individual requirements takes place in two separate steps. In the first step, you pick the total quantity of one or several materials from storage, move it to an intermediate storage area and confirm it. During the second step, you divide up the materials and allocate them to the different requirements. You then confirm these transfer orders individually.

Process Flow

  1. Assign reference documents (transfer requirements or deliveries) to a group.
  2. Carry out the first step (picking).
  3. Pick the materials that are designated for 2-step picking from high rack or reserve storage.

  4. Confirm the pick transfer orders.
  • Carry out the second step.

How you carry out thesecond step depends on the work process in your warehouse.

Work Method 1: Delivery to Goods

When picking takes place based upon the method “Delivery to Goods”, the individual requirements draw from the material quantities that were staged as a result of the pick. In other words, after the pick step has moved the total required quantities from the warehouse to the interim storage area, you pick the materials from the interim area. The allocation the actual picking for the individual requirements cannot be started until all materials for the pick have been staged to the interim storage area.

The system supports the two following types of allocation:

  • Picking for individual requirements
  • Picking for several requirements

Picking for Individual Requirements

When picking for individual requirements, you pick for each requirement (delivery or transfer requirement) separately. The basis for this is a pick list that is generated when the system creates a transfer order for a delivery. The transfer orders are created either individually for each requirement or as a multiple process. The pick lists (transfer order documents) must always be printed for each requirement.

Picking for Individual Requirements

If the complete picking process is carried out by a single picker, only one pick list is needed. However, if the allocation and direct picking is performed in two separate picking processes, separate pick lists are needed. For this purpose, the transfer order split can be used to generate separate transfer orders and pick lists. In this case, it is also possible to confirm transfer orders for allocation and direct picking separately.

Picking for Individual Requirements

Picking for Several Requirements

When you pick for several requirements, picking takes place in a single process for all requirements (deliveries/transfer requirements) that were assigned to a group. For this process, one pick list per group is needed. The system generates the pick list for transfer orders that were created using multiple processing for a reference number. Using various selection criteria in this function, you can optimize picking, and the individual delivery items in the pick list can be sorted accordingly.

Picking for Several Requirements

In this case, it is also possible for the entire picking process to take place using one pick list or you can divide it up for allocation and direct picking. If the processes are separated, you need to print the pick lists separately for allocation and direct picking. For this process, you can also confirm the transfer orders for each of the two steps separately. For stock that is already located in the intermediate storage area, you have the option of using the normal multiple processing function independent of the 2-step picking process.

Work Method 2: Goods to Delivery

When the work method “Goods to Delivery” is used, the quantity that was staged during the removal step are allocated to the individual requirements (deliveries or transfer requirements).

Work Method 2: Goods to Delivery

Using this method, picking is carried out separately for allocation and direct picking. For this method, two separate pick lists are also necessary. Allocation is based on the materials, that is, the entire quantity of a material is allocated to the corresponding requirements. When allocation takes place, the system must have already created the transfer orders for all requirements in a group. You must sort the pick list according to material number. As a result, this means that the system must create the transfer orders using multiple processing.

If the allocation of a material is considered to be a picking process, it cannot be explicitly confirmed. This process cannot be portrayed as a transfer order. Instead, it is listed as a separate process in the pick list but one that is not calculated as a document in the system.

How to Carry Out 2-Step Picking

Prerequisites

Before using the 2-step picking function, you must activate it and define control parameters in the Customizing application.

Procedure

Using the 2-step picking method, you can pick materials in both deliveries and transfer requirements (reference documents). However, two-step picking can only be carried out if the reference document is assigned to a group number. To demonstrate how this works in the system, the manual procedure is described below using deliveries as reference documents. These instructions apply to both deliveries and transfer requirements.

For deliveries, you can create transfer orders to pick materials directly from the warehouse using the normal procedure (Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Create Transfer Order Single Document). However, If you do this for a delivery that contains a material that is designated for 2-step picking, the 2-step picking relevance for these materials will be removed.

  1. To select deliveries for two-step picking, select the following in the SAP menu: Logistics → Logistics Execution Outbound Process Goods Issue for Other Transactions Picking Create Transfer Order Via 2-Step Picking.
  2. The information regarding materials that have been designated for 2-step picking is available in the system in all places where groups can be assigned.

  3. To assign deliveries to a group, select the following in the SAP menu: Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Wave Picks Create Via Outbound Delivery Monitor.

The system displays a dialog box that provides several options for processing data using 2-step picking. This box only appears if you have activated 2-step picking in Customizing. There are several options that you can access from this dialog box:

  • If you change the Relevancy field to blank (2-step not relevant), none of the materials will be picked using the 2-step process.
  • If you select Do not define (system default), the system leaves the 2-step relevance as it was in the deliveries when they were originally created.

In each reference document, information exists that indicates whether or not picking is supposed to take place in 2 steps.

  • If you select Background, the 2-step relevance is redetermined. If any changes were made to the 2-step relevance in the materials between the time the deliveries (transfer requirements) were created and the display of this screen, these will be taken into consideration for this group number.
  • If you select Foreground, you can redefine the 2-step relevance for this group number. The system issues the group number and a new window displays the materials and the status of the 2-step relevance. Several options are available from this window. You can
  • Activate or deactivate the relevance for 2-step picking for a particular material.
  • For example, you can assign the 2-step picking process for all materials in the group even if one of the materials would not normally be picked using the 2-step procedure.
  • Determine 2-step picking again -- The system checks the 2-step relevance defined in the material master records and sets all materials to the appropriate status.
  • Double-click the mouse on any quantity field to display the delivery numbers assigned to this group number and other information.

From this second dialog box, you can

  • Change the relevance of each delivery for 2-step picking
  • Select each delivery separately to view details of the delivery
  • Select delivery items to see additional details
  • Use the list viewer to custom-design the display of data on your screen.
  • Sort the materials in the group number in ascending or descending order.
  • Display a log related to incorrect data in reference documents.

In the standard system, either all positions are relevant for 2-step picking or you define the 2-step picking relevance in the material master record. In most cases, the system notes the relevance of a material for 2-step picking when you assign the reference documents to a group number. If this is not sufficient for your needs, you also have the option of defining your own control parameters using customer exit MWM2S001.

If necessary, you can redefine the relevance of reference documents or materials that are assigned to a group by selecting Transfer order 2-step picking Redefine. The only time that it should be necessary to redefine 2-step picking is when you are using a customer exit with different parameters than those that are defined in the system.

To start the first step of 2-step picking, choose 2-step picking Start removal 2-step picking from the WM menu bar. Movement type 850 (in the standard system) is taken from the Customizing table. You can also enter a movement type manually.

It is important that you define Strategy R for both the putaway and picking strategies in the intermediate storage type record that is used for the staging of materials during 2-step picking. Strategy R uses the group number as a dynamic storage bin for movement purposes. (You can also define a specific storage bin in the movement type for this purpose.) You can also use a fixed bin storage type or a bin in open storage depending upon how you want to handle this process in your warehouse.

  1. After the first step is completed and the materials that are relevant for 2-step picking have been moved to the intermediate staging area, you have two choices to carry out the second step:
  • You can start the multiple processing function to create TO's for the group number and move them all at once using multiple processing to the appropriate goods issue area. ( TransOrder 2-step picking Allocation/Direct picking Start Group)
  • When you release the group number, (TransOrder 2-step picking Allocation/Direct picking Release / Print) you can select Allocation or Direct separately in a dialog box to move the materials for the second step. You can also print from this option.

Result

For multiple processing, the system creates the transfer orders all at once, but you can confirm them separately (for example, by 2 or 3 different pickers).If it is advantageous to your company, you can release the materials in the group numbers separately.

  • Section Key
  • to a picker for materials in the intermediate staging area 200
  • to a sub-system
  • Direct
  • from High Rack Storage to the goods issue area

Using the Analysis Tool for 2-Step Picking

Prerequisites

The analysis tool for 2-step picking uses traffic light icons to display the status of groups. Before you can use this tool, you must have assigned reference documents (deliveries or transfer requirements) to a group.

Procedure

To call up the 2-step picking analysis tool, choose Logistics Logistics Execution Information System Warehouse Collective processing Analysis of groups from the SAP menu. If you choose Analyze 2-step picking, the system goes directly to the status screen. From the analysis function, you can perform many functions related to group numbers associated with 2-step picking. You can

  • Create, display and confirm transfer orders
  • Release groups for multiple processing
  • Redefine the relevance of materials for 2-step picking
  • Display information in a group

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