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<ManualTopic ID="/baanerp/wh/onlinemanual/000349" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Outbound procedures and handling units</Title>
		<Keyword><Level1>Outbound procedure</Level1>
		</Keyword>
		<Keyword><Level1>Handling unit</Level1>
		</Keyword>
	</Header>
	<AimSection><Paragraph>To retrieve and ship goods from a warehouse, warehouse processing is either based on handling units or outbound shipments and warehousing order lines. If you use handling units to process goods, the order lines and/or shipments related to the handling units are updated in the background. For further information on outbound order lines and shipments, see <Link href="/baanerp/wh/onlinemanual/000008" role="manual">To handle warehousing orders</Link> and <Link href="/baanerp/wh/onlinemanual/000351" role="manual">Shipments and loads</Link>.</Paragraph>
		<Paragraph>Outbound warehouse processing is controlled by warehousing procedures. For more information, refer to <Link href="/baanerp/wh/onlinemanual/000006" role="manual">How to define warehousing procedures</Link>
		</Paragraph>
	</AimSection>
	<GeneralSection><SectionTitle>Outbound warehousing procedures</SectionTitle>
		<Paragraph>Various settings are available to enable the use of handling units for inbound and/or outbound procedures, and for specific items and warehouses. For further information, see <Link href="/baanerp/wh/onlinemanual/000337" role="manual">To set up handling units</Link>.</Paragraph>
		<Paragraph>The warehousing procedures used to process handling units are identical to those used to process order lines. In SSA® ERP LN, default outbound procedures are available that you can adjust to meet the requirements of various types of warehouses. You can choose the procedure steps that meet the requirements of your warehouse, but the procedures to generate and release <Link href="/baanerp/wh/glossary/glossary#000354" role="glossary">outbound advice</Link> are mandatory.</Paragraph>
		<Paragraph>The warehousing procedures that comprise the outbound flow are grouped into two main procedures, the <GUIRef href="/baanerp/wh/domains/inh.prty#issue.advice" role="enum">Outbound Procedure</GUIRef> and the <GUIRef href="/baanerp/wh/domains/inh.prty#issue.shipment" role="enum">Shipment Procedure</GUIRef>. For further information on the SSA® ERP LN warehousing procedures, see <Link href="/baanerp/wh/onlinemanual/000006" role="manual">How to define warehousing procedures</Link>.</Paragraph>
		<Paragraph>You can generate handling units for an order line when you create an outbound advice, an approval, or a shipment or shipment line. If your warehouse uses handling units and the use of handling units is enabled in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, SSA® ERP LN allocates handling units to the order line when an outbound advice is generated for the order line. This procedure is described in <Link href="/baanerp/wh/onlinemanual/000336" role="manual">To generate handling units</Link> and <Link href="/baanerp/wh/onlinemanual/000335" role="manual">To maintain handling units</Link>.</Paragraph>
		<Note><SectionTitle>Note</SectionTitle>
			<Paragraph>In this topic, all procedure steps, also called activities, of the outbound flow are discussed, but you can specify that some of these activities are omitted or performed automatically. For further information, see <Link href="/baanerp/wh/onlinemanual/000006" role="manual">How to define warehousing procedures</Link>.</Paragraph>
		</Note>
		<ProcedureSection><SectionTitle>Outbound procedure</SectionTitle>
			<Steps><Step><StepTitle>Generate outbound advice</StepTitle>
					<Paragraph>To retrieve the handling units that contain the goods listed on the outbound order lines from the warehouse, an outbound advice is created that lists the locations from which the handling units must be collected. If automatic creation of the outbound advice is not defined in your outbound warehousing procedure, you must generate the outbound advice in the <GUIRef href="/baanerp/wh/inh/whinh4201m000" role="session">Generate Outbound Advice (whinh4201m000)</GUIRef> session.</Paragraph>
					<Paragraph>If the use of handling units is enabled for the item and the warehouse listed on the outbound order lines, the search engine checks the warehouse for handling units. If handling units containing the required items are available, SSA® ERP LN allocates these handling units to the outbound advice.</Paragraph>
					<Paragraph>If suitable handling units are not available, or if handling units are not used in inventory, you can generate handling units for the outbound advice. For further information, see <Link href="/baanerp/wh/onlinemanual/000336" role="manual">To generate handling units</Link>.</Paragraph>
					<Paragraph>Handling units for which an outbound advice is created obtain the <GUIRef href="/baanerp/wh/domains/hust#allocated" role="enum">Allocated</GUIRef> status. In addition, SSA® ERP LN generates shipment lines for the outbound order lines related to the handling unit and the outbound advice. For further information on outbound order lines and shipments, see <Link href="/baanerp/wh/onlinemanual/000008" role="manual">To handle warehousing orders</Link> and <Link href="/baanerp/wh/onlinemanual/000351" role="manual">Shipments and loads</Link>.</Paragraph>
				</Step>
				<Step><StepTitle>Release outbound advice</StepTitle>
					<Paragraph>You can release the outbound advice immediately after the outbound advice is generated. Releasing the outbound advice implies that the handling units are moved from the storage location to the staging location. The handling unit obtains the <GUIRef href="/baanerp/wh/domains/hust#released" role="enum">Released</GUIRef> status. For further information, see <Link href="/baanerp/wh/onlinemanual/000352" role="manual">To release handling units</Link>.</Paragraph>
				</Step>
				<Step><StepTitle>Generate picking list</StepTitle>
					<Paragraph>After releasing the outbound advice, you can print <Link href="/baanerp/wh/glossary/glossary#000361" role="glossary">picking lists</Link>. The picking lists includes detailed information about the locations from which the warehouse personnel must collect the handling units or the goods. For further information, see <Link href="/baanerp/wh/onlinemanual/000353" role="manual">To generate picking lists</Link>.</Paragraph>
				</Step>
				<Step><StepTitle>Pick advice</StepTitle>
					<Paragraph>After the goods are collected as specified on the picking list (or the outbound advice, if the use of picking lists is not part of your outbound flow), you must use the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#outbound.pick.hu" role="formcommand">Pick Advice</GUIRef> option to indicate that the handling units are collected from the storage locations and moved to the staging location or inspection location. To access the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#outbound.pick.hu" role="formcommand">Pick Advice</GUIRef> option, select the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#" role="formcommand">Execute Inbound</GUIRef> sub-menu on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000" role="session">Handling Units (whwmd5130m000)</GUIRef> session.</Paragraph>
					<Paragraph>If inspections are part of your outbound flow, the handling units are moved to an inspection location and the handling unit status becomes <GUIRef href="/baanerp/wh/domains/hust#to.inspect" role="enum">To Be Inspected</GUIRef>. For further information, see the following step, "Inspection".</Paragraph>
					<Paragraph>If inspections are not included in your outbound flow, the handling units are moved to the staging location and the handling unit status becomes <GUIRef href="/baanerp/wh/domains/hust#staged" role="enum">Staged</GUIRef>. For further information, see the following section, <GUIRef href="/baanerp/wh/domains/inh.prty#issue.shipment" role="enum">Shipment Procedure</GUIRef>.</Paragraph>
				</Step>
				<Step><StepTitle>Inspection</StepTitle>
					<Paragraph>At the inspection location, the handling units are checked. In some cases, the goods undergo various tests. The handling units are approved or rejected.</Paragraph>
					<Paragraph>Approved handling units are moved to a staging location. To approve a handling unit, proceed as follows:</Paragraph>
					<ProcedureList><ListItem>Open the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000" role="session">Handling Units (whwmd5130m000)</GUIRef> session.</ListItem>
						<ListItem>Open the <GUIRef href="" role="menu">Specific</GUIRef> menu.</ListItem>
						<ListItem>Select the <GUIRef href="" role="manual">Execute Outbound</GUIRef> sub-menu.</ListItem>
						<ListItem>In the <GUIRef href="" role="manual">Execute Outbound</GUIRef> sub-menu, select <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#outbound.approve.hu" role="formcommand">Approve</GUIRef>.</ListItem>
					</ProcedureList>
					<Paragraph>After approval, the handling unit obtains the <GUIRef href="/baanerp/wh/domains/hust#staged" role="enum">Staged</GUIRef> status. For further information, see the following section, <Link href="/baanerp/wh/onlinemanual/000349#Shipment_Procedure" role="internal" Update="No">Shipment Procedure</Link>.</Paragraph>
					<Paragraph>You must set handling units and their contents to <GUIRef href="/baanerp/wh/domains/hust#rejected" role="enum">Rejected</GUIRef> in SSA® ERP LN if, for example, the goods are severely damaged during loading.</Paragraph>
					<Paragraph>You must manually set rejected handling units to <GUIRef href="/baanerp/wh/domains/hust#closed" role="enum">Closed</GUIRef>, because these handling units no longer serve any practical purpose.</Paragraph>
					<Paragraph>The items packed in the rejected handling unit are booked as destroyed and removed from the inventory. An adjustment order is created for the removed inventory. The shipment line created for the outbound order line related to the rejected handling unit is deleted.</Paragraph>
					<Paragraph>For information on how to reject some of the items of a handling unit, or to reject child handling units, or to compose new handling unit structures, see <Link href="/baanerp/wh/onlinemanual/000335" role="manual">To maintain handling units</Link>.</Paragraph>
					<Paragraph>To reject a handling unit, proceed as follows:</Paragraph>
					<ProcedureList><ListItem>Open the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000" role="session">Handling Units (whwmd5130m000)</GUIRef> session.</ListItem>
						<ListItem>Open the <GUIRef href="" role="menu">Specific</GUIRef> menu.</ListItem>
						<ListItem>Select the <GUIRef href="" role="manual">Execute Outbound</GUIRef> sub-menu.</ListItem>
						<ListItem>In the <GUIRef href="" role="manual">Execute Outbound</GUIRef> sub-menu, select <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#outbound.reject.hu" role="formcommand">Reject</GUIRef>.</ListItem>
					</ProcedureList>
					<Paragraph>You are prompted to enter a reason code to account for the removed inventory. After closing the reason code dialog box, the rejected handling unit obtains the <GUIRef href="/baanerp/wh/domains/hust#rejected" role="enum">Rejected</GUIRef> status. To set a handling unit to <GUIRef href="/baanerp/wh/domains/hust#closed" role="enum">Closed</GUIRef>, select the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#close.handling.unit" role="formcommand">Close</GUIRef> option on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000" role="session">Handling Units (whwmd5130m000)</GUIRef> session.</Paragraph>
				</Step>
			</Steps>
		</ProcedureSection>
		<ProcedureSection ID="Shipment_Procedure"><SectionTitle>Shipment procedure</SectionTitle>
			<Steps><Step><StepTitle>Shipping</StepTitle>
					<Paragraph>At the staging location, the handling units that have the <GUIRef href="/baanerp/wh/domains/hust#staged" role="enum">Staged</GUIRef> status are loaded onto a truck or other vehicle.</Paragraph>
				</Step>
				<Step><StepTitle>Confirm shipment</StepTitle>
					<Paragraph>After you load the handling units, you can confirm the shipments related to the handling units to indicate that the goods are loaded and leave the warehouse.</Paragraph>
					<Paragraph>As a result, the shipment lines to which the handling units are allocated obtain the <GUIRef href="/baanerp/wh/domains/inh.shst#confirmed" role="enum">Confirmed</GUIRef> status and the outbound order lines to which the handling units are allocated obtain the <GUIRef href="/baanerp/wh/domains/hust#shipped" role="enum">Shipped</GUIRef> status.</Paragraph>
					<Paragraph>You may want to keep the handling unit until the customer has paid for the goods, and then set the handling units to <GUIRef href="/baanerp/wh/domains/hust#closed" role="enum">Closed</GUIRef>.</Paragraph>
					<Paragraph>If the customer returns the goods by means of a sales return order, you can use the handling unit to receive the returned goods. In the <GUIRef href="/baanerp/wh/inh/whinh3512m000" role="session">Warehouse Receipts (whinh3512m000)</GUIRef> session, you can use the <GUIRef href="/baanerp/wh/inh/whinh3512m000#option.receive" role="formcommand">Receive (Easy Entry)</GUIRef> option on the <GUIRef href="" role="menu">Specific</GUIRef> menu to zoom to receive the handling unit. The handling unit is then set to <GUIRef href="/baanerp/wh/domains/hust#receipt.open" role="enum">Receipt Open</GUIRef>.</Paragraph>
					<Paragraph>Before loading handling units, repacking and/or recomposing handling unit structures can be required, this depends on the packing requirements for the delivery address. For further information, see <Link href="/baanerp/wh/onlinemanual/000335" role="manual">To maintain handling units</Link> and <Link href="/baanerp/wh/onlinemanual/000337" role="manual">To set up handling units</Link>.</Paragraph>
					<Paragraph>To confirm handling units for shipment, select the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#outbound.confirm.ship.hu" role="formcommand">Confirm Shipment</GUIRef> option on the <GUIRef href="" role="manual">Execute Outbound</GUIRef> sub-menu of the of the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000" role="session">Handling Units (whwmd5130m000)</GUIRef> session.</Paragraph>
				</Step>
				<Step><StepTitle>Set not shipped</StepTitle>
					<Paragraph>If an outbound handling unit with the <GUIRef href="/baanerp/wh/domains/hust#staged" role="enum">Staged</GUIRef> status is not shipped immediately, for example, because the loading capacity of the truck was insufficient to take all of the handling units, you can place the shipment of this handling unit on hold. To place a shipment on hold, proceed as follows:</Paragraph>
					<ProcedureList><ListItem>Open the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000" role="session">Handling Units (whwmd5130m000)</GUIRef> session.</ListItem>
						<ListItem>Open the <GUIRef href="" role="menu">Specific</GUIRef> menu.</ListItem>
						<ListItem>Select the <GUIRef href="" role="manual">Execute Outbound</GUIRef> sub-menu.</ListItem>
						<ListItem>In the <GUIRef href="" role="manual">Execute Outbound</GUIRef> sub-menu, select <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#outbound.not.shipped.hu" role="formcommand">Set Not Shipped</GUIRef>.</ListItem>
					</ProcedureList>
					<Paragraph>As a result, the quantity of the items of the handling unit that you put on hold appears in the <GUIRef href="/baanerp/wh/inh/whinh2123m000#whinh223.qnse" role="formfield">Expected Not Shipped</GUIRef> field. If you confirm the shipment that includes the handling unit that could not be loaded, SSA® ERP LN performs the following actions:</Paragraph>
					<List><ListItem>The handling unit obtains the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#outbound.not.shipped.hu" role="formcommand">Set Not Shipped</GUIRef> setting.</ListItem>
						<ListItem>The handling unit is not shipped. In the <GUIRef href="/baanerp/wh/inh/whinh2123m000" role="session">Handling Unit Process Outbound (whinh2123m000)</GUIRef> session, the <GUIRef href="/baanerp/wh/inh/whinh2123m000#whinh223.qnsh" role="formfield">Not Shipped</GUIRef> field shows the quantity of the items of the handling units that are not shipped.</ListItem>
						<ListItem>The remainder of the shipment that included the handling unit is shipped and obtains the <GUIRef href="/baanerp/wh/domains/hust#shipped" role="enum">Shipped</GUIRef> status.</ListItem>
						<ListItem>The handling unit that could not be shipped obtains the <GUIRef href="/baanerp/wh/domains/hust#stock" role="enum">In Stock</GUIRef> status and is (temporarily) stored on the staging location. You can process this handling unit as follows: <ProcedureList><ListItem>Make this handling unit available for new outbound advice, so that you can ship this handling unit with the next shipment. For this purpose, select the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000#outbound.shipped.hu" role="formcommand">Reset Not Shipped</GUIRef> option on the <GUIRef href="" role="manual">Execute Outbound</GUIRef> submenu on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/wh/wmd/whwmd5130m000" role="session">Handling Units (whwmd5130m000)</GUIRef> session.</ListItem>
								<ListItem>Move the handling unit back to the storage location because the handling unit will not be shipped after all. To move a handling unit back to the storage location in the warehouse, you can use the <GUIRef href="/baanerp/wh/inh/whinh4131m000#return.not.shipped.goods" role="formcommand">Return Not Shipped Goods</GUIRef> option on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/wh/inh/whinh4131m000" role="session">Shipment Lines (whinh4131m000)</GUIRef> session to automatically create a transfer order for the storage location.</ListItem>
								<ListItem>Transfer the handling unit to another location for inspection. If the goods were damaged due to some accident, you must find out whether the goods must be written off or kept in inventory. For that purpose, you must manually create a <Link href="/baanerp/wh/glossary/glossary#000304" role="glossary">transfer order</Link>. If the <GUIRef href="/baanerp/wh/inh/whinh4131m000#whinh431.adjs" role="formfield">Automatic Adjustment of Quantity Not Shipped</GUIRef> check box is selected in the <GUIRef href="/baanerp/wh/inh/whinh4131m000" role="session">Shipment Lines (whinh4131m000)</GUIRef> session, the handling unit is automatically deleted.</ListItem>
							</ProcedureList>
						</ListItem>
					</List>
				</Step>
				<Step><StepTitle>Print shipping documents</StepTitle>
					<Paragraph>If shipping documents are used in the outbound flow of your warehouse, the shipping documents are printed after the handling units and related shipments have obtained the <GUIRef href="/baanerp/wh/domains/hust#shipped" role="enum">Shipped</GUIRef> status. The settings of the shipment procedures determine whether the documents are printed automatically or manually. For further information, see <Link href="/baanerp/wh/onlinemanual/000006" role="manual">How to define warehousing procedures</Link>.</Paragraph>
				</Step>
			</Steps>
		</ProcedureSection>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000318" role="manual">Handling units</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000006" role="manual">How to define warehousing procedures</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000337" role="manual">To set up handling units</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000336" role="manual">To generate handling units</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/wh/onlinemanual/000335" role="manual">To maintain handling units</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
