| To define warehousing procedures |  |
| To model the inbound, storage, and outbound goods flows in your warehouse, you can define warehousing procedures in ERP LN. A warehousing procedure includes various steps called activities that control the way warehousing orders and/or handling units are processed. An activity is performed using a particular ERP LN session. Link warehousing procedures to inbound and outbound goods Initially, you define a warehousing procedure and link this procedure to a particular warehousing order type. As a result, the warehousing procedure is the default procedure for the warehousing orders to which the order type is allocated, and the goods are processed according to the procedure of the order on which the goods are listed. If you use handling units to process goods into and/or out of the warehouse, the goods are processed according to the warehousing procedure of the warehousing orders that list the goods contained in the handling units. You can adjust the default procedure for individual warehousing orders and warehousing order lines of this warehousing order type. If you adjust the default procedure for an individual warehousing order of this order type, the adjusted procedure applies to the inbound and/or outbound order lines of the warehousing order. You can also adjust the warehousing procedure for an individual inbound or outbound order line. For further information, see How to modify warehousing procedures. Automatic or manual execution of activities You can specify whether an activity of a warehousing procedure must be carried out manually or automatically. Manually means that the user must perform the activity using the session related to the activity. Automatic means that the activity is carried out automatically after the preceding activity is finished. If the first activity is automatic for warehousing orders generated from orders originating from other packages, this activity is carried out the moment the warehousing order is generated. For information on how to define a warehousing procedure and specifying whether the activities of the procedure are carried out manually or automatically, see How to define a warehousing procedure. However, to trigger warehouse processing for warehousing orders whose first activity is set to automatic processing and that are manually created or generated from Project, you must click Process. The Process command is available in the following sessions: Warehousing Orders (whinh2100m000) Warehousing Order (whinh2100m100) Warehouse Manager Dashboard (whinh2300m000) Warehousing Assembly Order (whinh2101m000) Inbound Order Lines (whinh2110m000) Outbound Order Lines (whinh2120m000) How to define a warehousing procedure To define a warehousing procedure, take the following steps: Step 1. Define procedure In the Warehousing Procedures (whinh0105m000) session, define the identification code, the description and the procedure type of the warehousing procedure. The following warehousing procedure types are available: Receipt Procedure This procedure controls the receipts of goods Inspection Procedure The inspection procedure controls the inspection of goods received at the warehouse. Outbound Procedure The outbound procedure controls the issue of goods. This procedure can include outbound inspections. Shipment Procedure The shipment procedure controls staging and shipping of goods. Step 2. Add activities to procedure After you create a warehousing procedure, you must add activities to the procedure. To add activities, proceed as follows: In the Activities by Procedure (whinh0106m000) session, in the Warehousing Procedure field, select the procedure to which you want to add activities. As a result, ERP LN displays the available activities related to the procedure type of the warehousing procedure you just selected. For example, if you defined a receipt procedure in the Warehousing Procedures (whinh0105m000) session and select this receipt procedure in the Activities by Procedure (whinh0106m000) session, ERP LN displays the available receipt activities. For further information, see Default activities by procedure. To add an activity to the procedure, select the Applicable check box next to the activity. Note that most procedures have a few mandatory activities, such as Warehouse Receipts (whinh3512m000) in the Receipt Procedure, or Generate Outbound Advice (whinh4201m000) session in the Outbound Procedure. Mandatory activities are pre-selected by ERP LN and read-only. For further information, see Applicable. To specify that the added activity must be carried out automatically, select the Automatic check box. If you do not select this check box, the user must manually trigger the activity. For activities that involve printing documents, such as storage lists or shipping documents, in the Output Device field, select one of the output devices available in your organization. Step 3. Link procedure to Warehousing Order Type To link the procedure to warehousing orders, in the Warehousing Order Type (whinh0110m000) session, link the warehousing procedure to a warehousing-order type. As a result, the warehousing procedure is the default procedure for the warehousing orders to which the order type is allocated. Step 4. Link Warehousing Order Type to Order Origin To link the warehousing order type to order origins, in the Default Order Types by Origin (whinh0120m000) session, link the warehousing order type to an order origin. As a result, the warehousing order type (with the warehousing procedure previously allocated) is the default warehousing order type for warehousing orders generated from orders of the order origin to which the warehousing order type is linked. Performance aspects Keeping warehousing order line activities in your system after the warehousing order is closed results in considerable data growth. If you do not want to remove warehousing orders with status Closed, an alternative way to reduce the number of records in your system is to remove the order line activities of closed orders. To do this, in the Remove Warehousing Orders (whinh2250m000) session, select the Line Activities of Closed Orders check box. For further information, see Remove order line activities of closed orders. Related topics Examples of warehousing procedures How to modify warehousing procedures To define warehousing order types To handle warehousing orders |