Putaway using Storage Unit Management - SAP WM

Creating Storage Units
The system creates homogeneous storage units automatically when the putaway takes place in a storage type that is managed for storage units. This takes place as a normal process when you create transfer orders as illustrated below.

Creating Storage Units

A separate transfer order item that specifies both a source storage bin as well as a destination storage bin is created for each material to be put away. When you create transfer orders for stock putaways involving storage units, this means that:

  • If a homogeneous storage unit is put away, the putaway is recorded in a single transfer order item.
  • If a mixed storage unit is put away, a separate transfer order item is created for each material item in the storage unit.

In this case, all the transfer order items have the same destination storage bin since they are all part of the same storage unit. You can create transfer orders in WM from transfer requirements or you can create them manually.

For both options, you can

  • Create homogeneous storage units
  • Create mixed storage units
  • Add materials to (expand) existing storage units

In the following explanations and examples, all putaways are carried out by transferring stock from a storage type that is not SU-managed (goods receipt area) into an SU-managed storage type.

Creating Homogeneous Storage Units
To create a transfer order for homogeneous storage units from the transfer requirement item overview screen, complete the following steps:

  1. Select the desired item, change the quantity in the Open quantity field to the desired quantity and choose Create TO in foreground to create the transfer order in the foreground.
  2. On the preparation screen, you have the same "normal" functions that exist in WM without SU management to enter or change data for a transfer order.
  3. For the system to create storage units, you must select a destination storage type that is managed for storage units in the Palletization section. You can enter this manually or define it for automatic selection in the material master record and storage type search strategy sequence. On this screen, you can also manually enter storage unit numbers for each of the storage units. Choose Create TO in foreground. to complete the preparation screen for the transfer order in the foreground or choose Create TO in background. for background processing.

  4. To create the transfer order, choose Create.
    If you decide to process the creation of the transfer order in the foreground on the preparation screen, the transfer order item screen is displayed.

On the transfer order item screen you have the possibility to influence the creation of the transfer order item at the "lowest level". You can also enter the storage unit number on this screen.

Creating Mixed Storage Units for a TR
Mixed storage units contain two or more material items. This procedure describes how to create a mixed storage unit containing more than one item from the transfer requirement overview screen.

Procedure

  1. Choose : Logistics Logistics Execution Internal Whse Processes TransRqmt Display By storage type from the SAP menu, enter Source storage type 902 (goods receipt area in the standard system) and choose ENTER.
    There are several ways to arrive at the transfer requirement overview screen. This manual method is used for this example only.
  2. Select a transfer requirement with two or more items and choose TO in foreground.
    The system displays three tabs:
    • Active work list
    • Inactive items
    • Processed items
  3. Change the quantities in the Selected quantity data fields to the desired quantities. Choose Create SU (single) from the application toolbar. The system displays the preparation screen for placing the mixed storage unit into the warehouse.

  4. On the preparation screen, you must enter the storage unit type (SUT) of the storage unit that you are creating in the Storage unit type field.
  5. Depending on the settings in Customizing for Warehouse Management, you may also need to enter a destination storage type that is SU-managed. Choose Create trans.order to complete the preparation screen for the transfer order. If you did not enter them manually, the system assigns the storage bin and SU number for the storage unit. On this screen you also have the option to choose Reset transfer order. This makes it possible for you to enter a new SU number and/or destination storage bin.

  6. To complete the task, post the transfer order to the database.

The system creates a separate transfer order item for each material item in the storage unit. If an error occurs when you create a transfer order item (for example, if you attempt to store a mixed pallet in a storage area where mixed storage is not allowed), the system displays the item screen when the error occurs for the corresponding SU item.

Adding Materials to an Existing Storage Unit
Using SU management, you can add materials to existing storage units. To do this, you must know the number of the storage unit to which you want to add stock. To add materials to an existing storage unit, from the transfer requirement overview screen.

  1. Select the desired item in the first column. Choose TO Foregrnd. Change the quantity in the Selected quantity data field to the desired quantity. Choose Goto Storage unit Addition to stock.
  2. Enter the SU number of the existing storage unit in the dialog box that appears and choose Copy.
    On the transfer order preparation screen, the system selects the A column to identify items that already exist in the storage unit. The item(s) that are to be added to the storage unit appear in the list with the existing items.
  3. To create the transfer order items to be added to the storage unit, choose Create trans.order.
  4. To complete the transfer order, choose Create from the application toolbar.

Creating Storage Units Manually
Use
When you create transfer orders for storage units manually, the same functions are available as those for creating transfer orders based on transfer requirements. You can

  • Create homogeneous storage units
  • Create mixed storage units
  • Add items to an existing storage unit

For information on how to create transfer orders when SU management is not active in your system, see Creating Transfer Orders.

Procedure
Creating homogeneous storage units

  1. Choose Logistics Logistics Execution Internal Warehouse Processes Stock Transfer Create Transfer OrderNo Source Object from the SAP menu.
  2. Enter the warehouse number, movement type (501 in the standard system), material, requested quantity, plant and storage location and choose Preparation.
  3. On the preparation screen, enter a storage type that is managed for storage units and choose Stock placement background.
  4. The system proposes both a destination storage bin and a destination storage unit. If the destination storage type is assigned to an ID point, the system creates the TO working item with the ID point storage type (see Using an ID point and Example: Putaway using an ID point).

  5. To complete the task, post the transfer order to the database.

Creating mixed storage units

  1. Choose Logistics Logistics Execution Internal Warehouse Processes Stock Transfer Create Transfer OrderCreate Storage Unit.
  2. On the initial screen you must enter the warehouse number and the movement type. You can enter the SU number manually.
  3. You can also enter additional default information that is then valid for all items of the storage unit you are creating. Choose Preparation.

  4. On the TO preparation screen you enter the storage unit type and a list of the materials and quantities to be contained in the storage unit. Depending on the settings in Customizing, you may also need to enter a destination storage type that is SU-managed.
  5. Choose Create trans. order to complete the preparation screen for the transfer order.
    The system assigns the storage unit number and storage bin for the storage unit, unless they have already been entered manually. On this screen you also have the option to choose Reset TO. This makes it possible for you to enter a new storage unit number and/or destination storage bin.
  6. To complete the task, post the transfer order to the database.
    You can also use this procedure to create single homogeneous storage units. In this case, enter only one material item for the storage unit in the transfer order preparation screen.

Add materials to an existing storage unit

  1. Choose Logistics Logistics Execution Internal Warehouse Processes Stock Transfer Create Transfer OrderExpand Storage Unit. On the initial screen you must enter the SU number of the storage unit.
  2. You can also enter default information that is then used for all items of the storage unit you are extending. In addition, you must enter the movement type for the material to be added to the storage unit. Again, you have the option of entering default information that will be used later in the transaction for each item to be added.

  3. To go to the transfer order preparation screen, choose Preparation.
    The system displays two tabs:
  4. Items to be added
    Stock in SU

    The Items to be added tab is used to enter the materials that you want to add to the SU. The Stock in SU tab lists the materials that are already in the SU. Certain values displayed on this screen (for example, the destination storage bin) cannot be changed because they pertain to the already existing storage unit.

  5. Enter the materials, quantities and any other pertinent information for materials that you want to add to the storage unit and choose Create trans.order. The system creates the working items for the transfer order. At this point, you still have the option to choose Reset TO if you need to add more materials or correct the working items.
  6. To complete the task, post the transfer order to the database.

Automatic Bin Search
In WM, you define strategies the system uses to "automatically" search for storage bins for stock placements and removals. When SU management is active, WM automatically finds storage bins in basically the same manner as in the standard system without SU management. This includes the methods used to store homogeneous storage units. However, one question must be discussed regarding mixed pallets: "How does WM search for storage bins with mixed storage units?"

Storing Mixed Pallets
Since mixed storage units contain more than one material item, the system must select one of these materials to use as a basis for the storage bin search process. The selection of this material item is purely arbitrary. The characteristics defined for the selected material are then used to carry out the automatic storage bin search function. All other material items contained in the storage unit must follow and are transferred to the storage bin selected for the material item that was chosen for the search process.

System Checks
Independent of the material selected by the system for the automatic storage bin search function, the normal system checks are carried out for all materials in the storage unit (such as hazardous materials checking or mixed storage) to insure that no errors occur for stock placements.

Confirming Transfer Orders for Storage Units
When you confirm a transfer order or a transfer order item, you are verifying that the required quantity of material has actually been transferred from one location to another and that the processing of the transfer order or item has been completed. When SU management is active in your system, you have three options for confirming transfer orders. You can

  • Confirm a complete transfer order
  • Confirm one of several items in a transfer order
  • Confirm open items for a single storage unit
  1. To confirm a transfer order for a storage unit, choose Logistics Logistics Execution Internal Whse Processes Stock Transfer Confirm Transfer Order Single Items for Storage Unit In One Step from the SAP menu.
  2. Enter the storage unit number. Choose ENTER.
    The system displays a list of all the open transfer order items for the storage unit.
  3. From this point you confirm transfer orders with or without differences using the same procedures described for the standard system without SU management.

Displaying the Contents of a Storage Unit
In WM, you can display storage unit (SU) numbers in all functions in which stock review screens are normally displayed. In these functions, you can display the header information for a storage unit or the stock contained in a particular storage unit.

To display storage unit information

  1. Choose Logistics Logistics Execution Internal Whse Processes Bins and Stock Display Single Displays Storage Unit from the SAP menu.
  2. Enter the SU number in the Storage unit field on the initial screen and choose ENTER.
  3. If you choose Display, information about the storage unit itself is displayed.
    From this screen, you can choose Storage bin to display information about the storage bin or Stock to display the contents of the storage unit.
  4. If you choose Stock and there is only one item in the storage unit, the system displays information about the quant. If there is more than one item in the storage unit, the system displays the stock item list. From this list, choose Storage bin to display information about the storage bin. To display information about a quant, move the cursor to a line in the item list and choose Quant.

Identification Point
Definition
In many warehouses, certain storage types (such as high rack storage areas) require identification (ID) points. The transfer of all storage units into these storage types must be accomplished via the ID point. In WM, the ID point is a physical location in a warehouse managed for storage units where incoming goods are identified for further processing.

Use
The transfer of stock from the goods receipt area via an ID point into a high rack storage area is illustrated in the following graphic.

Identification Point

For example, if you have assigned the ID point storage type 011 to storage type 010, when you attempt to store goods in storage type 010, the system will automatically send them to ID point storage type 011 first. When goods are transferred from the goods receipt area to the ID point, the system assigns dynamic coordinates to the storage bin using the quant number. This is illustrated in the following graphic:

Identification-Point

For mixed pallets, the system arbitrarily selects one of the quant numbers from the materials in the storage unit.

Structure
An identification point can be used for the following purposes:

  • Comparison of system information to actual contents
    Since storage units are identified by their storage unit number when they are put away, the contents of each storage unit can easily be displayed on the computer screen. This makes it possible to make a rough comparison of the system information with the physical contents of the storage unit.
  • Contour control
    An automatic contour control is often carried out at the ID point to determine whether the storage unit was loaded properly.
  • Changing the mode of transport
    Frequently, the mode of transport is changed at the ID point. For example, storage units are often transferred from a fork lift to a conveyor.
  • To determine the final destination
    The destination storage bin in the final storage type is determined at the ID point. Since the destination bin is not assigned until the storage unit arrives at the ID point, the location of the bin is issued based on the most current information about the available space in the storage area.

Using an ID Point
An identification point is defined in the WM system as a storage type. To avoid misunderstanding, definitions are provided for the following terminology:
ID Point Storage Type
The ID point storage type is a storage type that is managed for storage units. ID point storage types are not entered into the storage type search strategy configuration table.
Physical Storage Type
The physical storage type is the final destination for a storage unit during putaways. This storage type must be entered into the table for storage type searches.
Therefore, the total putaway process for a storage unit consists of two steps:

  1. First, a transfer order moves the storage unit to the ID point.
  2. A second transfer order moves the storage unit from the ID point to the final storage bin.

Defining an ID Point Storage Type
To define a storage type as an identification point, see Storage units Master data Define storage type control in the Warehouse Management IMG documentation.

Example: Putaway Using an ID Point
Once you have defined the ID storage type and the final storage type in Customizing, you can transfer storage units initially to an ID point before moving them to their final destination in the warehouse.

Prerequisites
Specify a storage type as the ID point for another storage type in the storage type record. The following example demonstrates the transfer of a storage unit into high rack storage via an identification point. For this example, we have specified storage type 011 as the ID point for storage type 010. The following procedure describes how to manually create a transfer order for a storage unit from a transfer requirement with one item.

Procedure
From the transfer requirement overview screen

  1. Choose Environment TO in foregr.
    The system goes to the palletization screen to prepare the storage unit for putaway. If there is more than one item in the transfer order, the system displays three tabs. The Active work list tab lists the open items. If you choose Palletization, the procedure is basically the same as described below with the exception that you must process the items one at a time. For more detailed information about creating transfer orders from the tabs, see Creating a TO for a Transfer Requirement Manually.
  2. On the transfer order preparation screen, enter 010 as the destination storage type and choose Putaway bckgrnd. The system assigns a storage unit number and destination storage bin (the quant number as a dynamic coordinate). Although we entered 010 as the destination storage type, the system automatically assigns the pallet to the identification point in storage type 011, which was defined in the storage type data record.
  3. To create the transfer order choose Transfer order Post.
    At this stage in the two-step process, the first transfer order which brings the storage unit to the ID point is created and the first step is completed.

Transferring a Storage Unit from the ID Point
Usage
Once a storage unit is received at the ID point, it is moved to the final destination storage bin using the transaction Move Storage Unit. This transaction can be used for several purposes, but it was designed specifically to move individual storage units from the ID point into the final storage type.

Procedure
The following procedure describes how the transaction works:

  1. Choose Logistics Logistics Execution Internal Whse Processes Stock Transfer Create Transfer Order Move Storage Unit from the SAP menu.
  2. Enter the storage unit number and movement type into the appropriate data fields and choose Goto Preparation.
  3. We recommend that you create a new movement type that specifies the destination storage type in the warehouse to be specifically used for storage unit transfers from the ID point. Initially, you can use movement type 999 (warehouse supervision) for testing purposes. To define the movement type for internal transfers from the ID point, choose Logistics Execution Warehouse Management Activities Define Transaction Parameters in Customizing for Warehouse Management, and enter the new movement type for transaction code LT09.

    The system then searches for any existing open transfer orders for the storage unit. If no open transfer orders exist, the system displays the transfer order preparation screen. If an open transfer order is found, you can confirm the open items and post the transfer order to the database. After you confirm the open items, the system displays the preparation screen for the transfer order that will move the storage unit from the ID point into the final storage type.

  4. On the preparation screen the system lists the current contents of the storage unit. You can manually enter the destination storage bin or allow the system to choose it for you. Choose Goto Create trans.order.
  5. The system then elects to transport the storage unit from the ID point to the final storage type. This is directed, among other things, by the entries you make for the destination storage type and bin when you define the movement type.

  6. To create the transfer order and post it to the database, choose Transfer order Post.

Result
A second transfer order is now created which transfers the storage unit from the ID point to its destination .a storage bin in the final storage type. Once the transfer order is confirmed, the stock placement via an ID point is completed.


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