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.
Two-step picking includes three different processes:
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.
2-Step Picking Process
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 of the 2-step picking process included the following:
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.
Pick the materials that are designated for 2-step picking from high rack or reserve storage.
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
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.
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 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.
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).
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
Before using the 2-step picking function, you must activate it and define control parameters in the Customizing application.
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.
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.
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:
In each reference document, information exists that indicates whether or not picking is supposed to take place in 2 steps.
From this second dialog box, you can
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.
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.
Using the Analysis Tool for 2-Step Picking
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.
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
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