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Basic Bin Warehouse

This section describes the use of HU in common basic bin warehouse processes.

Purchase Order

  1. In the Purchase order lines, enter the items you want to purchase.

  2. Insert the individual lines of the order into the Handling Unit. Follow the instructions in Basic Controls - Insertion of items into a HU .

  3. Post in the standard way.

Sales Order

  1. Insert the items for sale in the order lines.

  2. For each line of the order, define from which Handling Units the items should be used for delivery. Follow the instructions in Basic Controls - Use of items from a HU .

  3. Post in the standard way.

Purchase Return Order

  1. Create a Purchase return order in the standard way.

  2. For each line of the order, define from which Handling Units the items should be taken for delivery. Follow the instructions in Basic Controls - Use of items from a HU .

  3. Post in the standard way.

Sales Return Order

  1. Create a sales return order in the standard way.

  2. Insert the individual lines of the order into the Handling Units using the instructions in Basic Controls - Insertion of items into a HU .

  3. Post in the standard way.

Transfer Order

Note

Only HUs with the same quantity can be used for a transfer order. Therefore, if needed, it is necessary to separate the quantity into another HU first before starting the transfer processing itself. The Handling Unit Journal can be used for this purpose.

Delivery of Items to a Transfer Order

1. When using Transfer order, it is always necessary to transfer the whole Handling Unit. On a line, use Functions → Add handling unit.

2. In the window that opens, select which handling unit you want to transfer. The given HU is inserted in the transfer order line.

3. Post the shipment of the transfer order in the standard way.

Receipt of Items from a Transfer Order

Note

The reception procedure must be performed exactly as follows.

1. On the line of the received transfer order, use Functions → Receive Handling Units.

2. Select the Handling nit to receive.

3. Post the receipt of the transfer order in the standard way.

Assembly Order

  1. Create an assembly order in the standard way.

  2. For the individual lines of the assembly order, define from which units the components to be assembled will be taken. Follow the instructions in Basic Controls - Use of items from a HU .

  3. Insert the item that you are assembling into HU. Use the process described in Basic Controls - Insertion of items into a HU .

  4. Post the assembly order in the standard way.

Production

Consumption Journal

  1. In the Consumption journal, select the line for which you want to define the source HU.

  2. Open the Handling Units window using Related → Line → Handling Units.

  3. Follow the instructions in Basic Controls - Use of items from a HU .

  4. Post the Consumption journal in the standard way.

Output Journal

  1. In the Output journal, select the line for which you want to define the HU into which the items will be inserted.

  2. Open the Handling Units window using Related → Line → Handling Units.

  3. Follow the instructions in Basic Controls - Insertion of items into a HU .

  4. Post the Output journal in the standard way.

Production Journal

  1. Create a Production order in the standard way.

  2. Open the Production Log for the production order line.

  3. In the Production Journal, select from which HU the consumption items are to be taken. To do this, use Related → Line → Handling Units. Then follow the instructions in Basic Controls - Use of items from a HU .

  4. In the Production Journal, select to which unit the new manufactured products will be inserted. On the Production Journal entry line, use Related → Line → Handling Units and follow the instructions in Basic Controls - Insertion of items into a HU .

  5. Post the Production journal in the standard way.

Service Order

  1. Create a Service order in the standard way.

  2. For a Service order line, open the standard service Service Item Worksheet.

  3. For a Service Item Worksheet line, open the Handling Units table using Line → Handling Units.

  4. Select from which HU you want to use the items to be used in the Service order. Follow the instructions in Basic Controls - Use of items from a HU .

  5. Finish the Service order in the standard way.

Consumption Journal

  1. Fill in the Consumption journal in the standard way.

  2. On the journal line, use Related → Line → Handling Units.

  3. Select from which HU the items are to be used. Follow the instructions in Basic Controls - Use of items from a HU .

  4. Post in the standard way.

Item Journal

Receipt

  1. On the Item Journal line, use Related → Line → Handling Units.

  2. Insert the items into HU using the instructions in Basic Controls - Insertion of items into a HU .

  3. Post in the standard way.

Output

  1. On the Item Journal line, use Related → Line → Handling Units.

  2. Select from which HU the items are to be delivered. Follow the instructions in Basic Controls - Use of items from a HU .

  3. Post in the standard way.