Goods Issues Based Upon a Delivery - SAP WM

Usage

You use the Sales and Distribution (SD) component of the SAP System to process all sales activities with customers and plants. In SD Shipping you create a delivery based on sales orders or scheduling agreements. The delivery is the basis for shipping and is generally used to start picking operations.

Features

In general,

  • The delivery takes on the role of the transfer requirement.
  • The system generally creates one transfer order for each delivery. If the transfer order split function is active, the system may also create several transfer orders for one delivery.
  • At the item level at the storage location, the system recognizes that items are relevant for Warehouse Management (WM).

Using SD without WM

If you are using SD without WM, you generally use information from the picking lists to retrieve material from the warehouse. Information about the storage location from the material master can be printed on the picking list. However, not all the required information is provided by the picking list, since material in randomly organized warehouses can be stored in many different storage bins.

For complete information about using SD without WM, see the SD Shipping documentation.

When you use SD and WM, the following techniques are available in WM:

  • Random Picking Using Transfer Orders
  • Picking from a Fixed Bin without a Transfer Order
  • Picking Quantities Based on Size

The following graphic shows how picking is carried out in conjunction with the SD application:

how picking is carried out in conjunction with the SD application

Depending upon the picking technique, materials are picked from the fixed bin (with a picking list from SD) or a transfer order for a delivery is created.

If picking takes place with a transfer order, the WM status in the delivery is set to “A” (relevant for Warehouse Management). The WM status is updated after each step during transfer order processing.

If picking takes place without a transfer order, the WM status in the delivery is set to “N” (not relevant for Warehouse Management).

Random Picking Using Transfer Orders

Implementation Options

You use this picking technique when the picking is carried out from a randomly organized warehouse using transfer orders.

This technique has the following characteristics:

  • The document used to remove the material from the warehouse is a transfer order (TO), which is created in the WMS.
  • When material is transferred from the warehouse, it can be transferred from reserve storage as well as a picking area.
  • The source storage bins for the material are determined by the stock removal strategy defined for the corresponding storage type.

You can use this picking technique if you require verification of the picked materials. Unlike the situation with fixed bin picking, the printed transfer order serves as a pick list for picking the materials required. The confirmation of the physical goods removal depends upon the confirmation of the transfer order. If you confirm the transfer order, the picked quantity is deducted from the storage bin and posted to the stock quantity in the interim storage type.

The stock pick can take place from various storage types (for example, from the main storage area for replenishment stock and from the fixed-bin storage area). The WMS selects the storage types and individual storage bins from which to pick the stock in accordance with the pick strategies defined for these.

Procedure

The delivery is a request to WM to make goods available. You create a TO based on the delivery. The transfer order is then used as a pick list.

The figure below shows the relationship between the delivery document, the WM transfer order, and the storage bins in the high rack storage area from which the material is removed. During TO generation, the system creates a transfer order with different material numbers in which two TO items are needed for the material from item 1 of the delivery, one TO item is needed for the material from the second delivery item, and three TO items are needed for the material from the third delivery item.

Goods-Issues-Based-Upon-a-Delivery

When can you use this picking technique?

You use this picking technique when you need a return verification of the materials picked. In contrast to fixed bin picking, the printed transfer order serves as the picking list for the removal of material from storage. The verification of the physical stock removal is based on the confirmation of the transfer order. When you confirm the transfer order, the system subtracts the quantity picked from the storage bin and posts it to the stock quantity in the interim storage area. The stock removal can take place from several different storage types in the warehouse (for example, reserve storage and fixed bin storage). WM selects the storage types and individual storage bins from which the stock is to be picked based on the stock removal strategies you define for this purpose.

Pick-and-Pack During Picking

Use

You can generate pick HUs into which materials are packed during picking. The pick HU is assigned to a transfer order in WM. All the pick HUs are then copied into the delivery and further packing is normally no longer necessary in the delivery.

If you are using Handling Unit Management, you will normally use handling units during picking from storage locations managed for handling units. Here, the complete HU can be picked or the stock can be repacked onto a pick HU. If you still wish to use pick HUs for picking, even though you do not have storage locations with HU management, you can set this function in the Implementation Guide (IMG).

As of Release 4.0, you have the possibility to determine a packing proposal in the transfer order using a customer exit, and you can then confirm the handling units that were created to the delivery. If you wish to continue to use this functionality, you need to make the appropriate changes in the Implementation Guide (IMG).

Prerequisites

If you wish to determine a packing proposal in the transfer order using a customer exit, you must configure the following setting in Customizing for Handling Unit Management:

  • Create an entry for the warehouse number being used, enter *** for the source destination type and the destination storage type, and set the indicator User-Exit. You do not need to make any specifications for the movement type, the packaging material, and automatic creation of a pick HU. Use the workstep Control for Automatic Pick-HU Creation.
  • If you wish to use the pick-and-pack functions for a storage location without HU management, you must configure the following setting in Customizing for Warehouse Management.

  • Set the indicator pick/pack for the respective warehouse number in which you wish to work with pick HUs. Use the workstep Interfaces _ Shipping _ Define Shipping Control _ Shipping Control per Warehouse Number.

If you are working with Handling Unit Management, you do not need to set the indicator for pick/pack. If you wish to automatically create pick HUs during TO creation, you must configure the following setting in Customizing for Handling Unit Management:

Create an entry for any combination of warehouse number, source storage type, destination storage type, and movement type, enter a packaging material, and set the indicator for Automatic Creation of a Pick HU. Use the workstep Control for Automatic Pick-HU Creation.

Features

In the Implementation Guide (IMG), you can set for the creation of pick HUs which packaging material the system should propose for picking. You can set the following packing proposals for any combination of warehouse number, source storage type, destination storage type, and movement type:

  • Automatic creation of pick HUs for creation of a transfer order
  • The system automatically creates a pick HU with the specified packaging material during creation of a transfer order and assigns the pick HU to this transfer order.

  • Automatic determination of packaging materials during creation of a transfer order
  • The system does not create any pick HUs, but uses the specified packaging material as information and copies this, for example to an IDoc, for the creation of a transfer order. If this IDoc is sent to another system, the receiving system can create a pick HU using this proposal. This ensures for the verification that the picked materials can also be packed into this handling unit.

  • Manual creation of pick HUs and assignment to a transfer order

The system does not create any pick HUs, nor does it determine a packaging material. You can create the pick HUs manually and assign these then to a transfer order.

You wish to define that in a certain storage type (for example, fixed bin warehouse) Europallets will always be used for picking. In Customizing, you then set automatic creation of pick HUs and the use of the packaging material Europallet for this storage type. In another storage type, for example, the packaging changes frequently, and you decide there that the pick HU is to be created manually.

TO Item Split for Pick HUs

If you determine during picking of the TO items that the pick HU is too small for the entire item quantity, you can split the TO item and execute picking for the newly created pick HU.

Picking from a Fixed Bin without a Transfer Order

You use this picking technique when you want to pick the quantities directly from fixed storage bins without using a transfer order.

This technique has the following characteristics:

  • The document used to remove the material from the warehouse is a picking list, which is created in the Sales and Delivery (SD) Shipping component.
  • The source storage bins for the material are determined by the picking area storage type and storage bin defined in the material master record.

To use this technique, you need to create a fixed storage bin in the picking area (fixed bin storage type) for each material that is to be picked. You assign the fixed storage bin to the material in the material master record field Storage bin.

When you create the delivery document in SD, the information about the location of the material is provided by WM. This information, which includes the warehouse number, the storage type, and the fixed storage bin for the material, is stored in the delivery item.

When can you use this picking technique?

You can only use this picking technique if you have assigned a fixed storage bin to all materials that are to be picked. You assign this bin in the WM view of the material master record. When you use this picking technique, the material is picked directly from the fixed bin that has been assigned in the material master. For fixed bin picking, WM does not create a transfer order.

Therefore, a verification of the pick is not possible when you use this picking technique. The fixed storage bin is also the interim storage bin, that is to say, when you post the goods issue in the SD application component, the quantity picked is cleared directly from the material stock of the fixed bin. The removal of the materials takes place using the picking list that was created in SD.

You should only use this picking technique if you are willing to do without a return verification of the pick. When you post the goods issue in SD, the fixed storage bin is used simultaneously as an interface between IM and WM.

Picking Quantities Based on Size

This picking technique is a combination of the fixed bin picking technique and the random picking technique. Depending on the quantity of material that is to be picked for each item in the delivery, the system determines which of the two techniques will be used for picking. As the criteria for this quantity check, the system uses the control quantity defined in the Control quantity field in the WM view of the material master record for each material that is to be picked. If the quantity to be picked is larger than the control quantity, the system uses the random picking technique. If the quantity to be picked is the same or less than the control quantity, the system uses the fixed bin picking technique to pick the required materials.

When should you use this picking technique?

You use this picking procedure when both techniques are necessary within a warehouse that is, picking from a fixed bin location and random picking. For this procedure, you remove material from the reserve storage area or from fixed storage bins in the picking area.

The following applies to this picking technique:

  • Two documents can be used to remove the material from the warehouse: a picking list for small quantities, which is created in SD or a transfer order for large quantities, which is created in WM.
  • When small amounts of material are transferred from the picking area, the material is transferred directly out of the warehouse. However, when large quantities are removed from reserve storage, the material goes first to an interim storage area for goods issues.
  • The source storage bin for small quantities of a material are determined by the storage bin defined in the material master record.
  • For all materials that are to be picked, you need to create a fixed storage bin in the picking area (picking storage type). You must enter the fixed storage bin to the material in the material master record (Storage bin field). In addition, you need to enter a maximum transfer quantity in the Control quantity field for the material master record (atthe warehouse-storage type level).
  • For each delivery item the system checks the quantity being picked against this quantity to determine if the picked quantity is "large" or "small". If the quantity of the item is small (less than or equal to the quantity in the Control quantity field), then it is picked from the fixed bin location. Otherwise the quantity is randomly picked from another storage type using a transfer order and then transferred to the interim storage area for goods issues.

Goods Issue for a Delivery

The following describes picking using transfer orders. For this process description, the sales order already exists and the delivery based on the sales order must be processed. The following steps must be carried out for the goods issue:

  1. Creating Deliveries
  2. Creating a Transfer Order
  3. Confirm Transfer Orders

Creating a Delivery

In SD, you now create a delivery based on a sales order.

  1. Choose Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Create Single Document With Reference to Sales Order from the SAP menu.
  2. You must enter the order number and shipping point on the initial screen.
  3. To post the delivery to the database, choose Outbound Delivery Save.

What Has Happened in the System?

After the delivery has been saved, the following data has been set in the delivery document:

  • The SD picking status is set to A, which means that the material must be picked.
  • The WM activity status is set to A, which means that a transfer order is required for further processing.

Automatic Creation of Transfer Orders for Outbound Delivery

Use

You can create transfer orders on the basis of outbound deliveries either automatically or directly from the system.

Features

To create transfer orders directly or automatically for outbound deliveries, you trigger the message type WMTAusing the SD message control. Only WM-relevant delivery items are processed. Different forms of processing result, depending on the processing time of the message type WMTA:

Automatic Creation of Transfer Orders for Outbound Delivery

  • Processing time 1, 2 and 3 (processing later)
  • In this case, the message is processed either via a program in the background (processing times 1 and 2) or manually via the transaction Messages for delivery (processing time 3). If the automatic TO creation indicator is set for the reference documents and a report is carried out regularly, this is known as automatic transferorder creation.

  • Processing time 4 (processing immediately)
  • Here message processing is initiated immediately after the delivery has been created. Therefore, we call thisimmediate transfer order creation.

If you want the system to generate transfer orders in the background without any additional activity necessary by the user, we recommend that you use processing times 1 or 2. You can then plan to periodically execute the report RSNAST00 (Selection Program for Issuing Output) with a corresponding repetition time for the message type WMTA.

During creation of transfer orders we recommend that you process later, in order to improve performance for processing time 4. If you choose an appropriately small repetition time period when you set up the system to use report RSNAST00, the time required to create transfer orders is nearly the same as when using time period "4" for immediate transfer order generation.

For the creation of “batch-neutral” delivery items, via the WM transfer order, the system searches for specific batches in WM and updates the delivery. If you create transfer orders for “batch-neutral” deliveries in the background, depending on the batch determination strategy, the system automatically selects the oldest batches in the warehouse first. If you prefer to do so, it is still possible to select specific batches in WM when you create transfer orders in the foreground.

If you create a transfer order for outbound deliveries for materials subject to valuation and materials to be handled in batches, a valuation type that is predefined in the outbound delivery can only be taken into consideration if you use General batch determination.

Confirming a Transfer Order for a Delivery

After the goods have been picked from the warehouse, you confirm the transfer order in WM. When you remove stock from the warehouse you typically confirm the entire transfer order at one time.

To perform this task, choose Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Picking Confirm Transfer Order Single Document In One Step from the SAP menu. You can also access the confirmation task from the display tasks for transfer orders.

What Has Happened in the System?

After the transfer order has been confirmed, the following data has been set in the delivery document:

  • The SD picking status is still C, which means that the material has been picked.
  • The WM activity status is set to C, which means that the transfer order has been confirmed.

Processing Differences for a Delivery

During the confirmation of a transfer order, a difference between the required quantity and the available quantity can occur. For example, a transfer order for a delivery states that 50 pieces of LLD-300 are to be picked from storage bin 02-03-44. However, the warehouse worker finds only 45 pieces in the storage bin and confirms the transfer order with a difference of 5 pieces.

What Has Happened in the System?

After the difference in the transfer order item has been confirmed, the following data has been set in the delivery document:

  • The system updates the quantity to be picked.
  • The SD picking status is B, which means that the item has been partially picked.
  • The WM activity status is set to C, which means that the transfer order has been confirmed.

Now the decision has to be made whether another picking is to be carried out for the missing quantity or whether the customer receives a partial delivery.

Another Picking

If the remaining open quantity of 5 pieces in the above example is to be picked, you can create a second transfer order from the delivery document. In this case you process the transfer order as described above in "Creating a Transfer Order." You confirm the new transfer order for 5 pieces after they are picked. In this case the system sets the SD picking status in the delivery document to C after the remaining quantity of 5 pieces from the second transfer order has been picked and confirmed.

Partial Picking

Partial picking can occur in the following situation. When you create the sales order or delivery, the system determines that the goods are available in the warehouse to fill the delivery. However, when you try to create transfer order based on the delivery, the system determines that the quantity in the warehouse is not sufficient to meet the quantity for the delivery. Normally, in this situation, the system would not continue with the transfer order creation. You can create a transfer order only if the items can be fully satisfied. However, there is a way to allow partial picking so that a transfer order can be created in spite of reduced stock.

A delivery with two items of 50 pieces each was created. After the delivery document was created, 10 pieces of the material in the second item were issued from the warehouse so that only 40 pieces remain. When you create the transfer order for the delivery, the system issues a message that the picking quantity could not be completely filled.

To allow partial picking for goods issue for deliveries, you must change one of the default values for the warehouse. To change the warehouse data, see Interfaces _ Shipping _ Define shipping control in the Warehouse Management IMG documentation.

Procedure

Sometimes, it is not possible to pick goods at a later date due to organizational or technical reasons. In this case, the customer can make a partial delivery. If the customer is to receive a partial delivery, you need to change the quantity in the delivery.

  1. Choose Delivery Change from the SD Shipping menu bar.
  2. On the initial screen enter the required information and choose Overview Picking.
  3. On the overview screen for picking, change the value in the Delivery quantity field to match the value in the Pick quantity field manually or choose Edit Copy the picked qty from the menu bar.
  4. To post the change choose Delivery Save.

The system sets the SD picking status in the delivery document to C. Once the SD picking status and the WM activity status are set to C, you can post the goods issue to IM using the task in SD, as described above in "Posting a Goods Issue."

Picking Batches

If more than one batch is to be picked for a delivery item, this must also be confirmed in the delivery. In this case, it is considered to be a batch split. This means that for each batch, the system creates a new item in the delivery.

Creating a TO for a Cancelled Delivery

This procedure describes how to place deliveries that have already been picked in WM back into the warehouse. This is sometimes necessary if a delivery has been picked incorrectly. For this function, you can return complete deliveries (delivery view) or individual transfer order items from a delivery (TO item view) to the warehouse.

Prerequisites

You can only return deliveries that are relevant to WM that have been fully picked (WM picking status = C). This means that transfer orders must have been created for the deliveries and they must have already been confirmed.

Procedure

  1. Choose TransOrder Create Cancel picking from the WM menu bar.
  2. On the initial screen you enter a warehouse number, a movement type and at least one delivery.
  3. The system displays movement type 999 as a default, however, you can define your own movement type for this pupose.

  4. From the display screen, you can select the deliveries or TO items for materials that you want to place back into the warehouse.
  5. There are three options:

    • Return to stock:
    • The system attempts to return the quants back to the bin from which they were picked.

    • Putaway in the foreground:
    • The system displays a dialog box where you can specify where the quant is to be stored.

    • Putaway in the background:
    • The system finds a storage bin based on the putaway strategies defined in the system.

  6. The system resets the picking status of the delivery accordingly.

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