Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

...

The stock is then moved from the staging location into the warehouse locations using defaults based on stock preferred storage locations

(warning)(warning) Move orders are created by the system when a purchase order has distributions - see below.

...

Select the Expiry Date limitations - this will limit the stock available to be picked

Note

The system will find the stock with the shortest expiry date that does not breach the Expiry Date Limitations

...

The Purchase Order > Warehouse Distribution Tab indicates where the stock is to be sent when it arrives.

Note

Each Supplier Delivery to any warehouse is a single purchase order - a Purchase order cannot be delivered to multiple Warehouses by the supplier

The stock will initially Land at the Warehouse nominated by the Purchase Order

The user will be prompted if they want to add these to an existing move order if any exist - or create a new one.

Move orders will be created when last item has been counted (see Purchase Order from PO to Goods Receipt#ReceivingthePurchaseorder) and will be in Planned Plan Status.  The user will be prompted if they want to add these to an existing move order if any exist - or create a new one.

Note

Stock will not add to a move order that is in status "Transit", "Counted" or "Cancelled" status

...

If the move order is not being picked immediately - it can be accessed from the warehouse in/out dashboard as a Move Out

Note

Each Supplier Delivery to any warehouse is a single purchase order - a Purchase order cannot be delivered to multiple Warehouses by the supplier

Move orders to be dispatched - in/Out Dashboard

...

Nominate a time you expect the carrier to arrive to assist in planning the day as the list is sorted by ETA

Picking a move order

To Start the Picking Process - start at the in/out dashboard

...

Note
titleBefore you start - be aware of the action menu

 

...

Are used to limit the stock available to send

Printing picking documents

Use the Action Menu

  1. Print Picking Documents
  2. Enter all picks
  3. Action "Mark as picked all lines in picking status" (either line by line or overall)
  4. Lines that have not been picked yet (short picks for example) will still be on the top of the screen - (warning)cannot enter CON Note number until these lines have been cancelled

Can use Default pick logic (Oldest first)

Can Pick each line individually

As each stock line is picked the stock is moved to the inTransit location

...

Can add items if status is still plan, picking or picked.

If all items are either Cancelled or Picked - can use Action menu to set to Transit Status (all lines will also change to transit and shipped qty will be updated)

Any line that is picking or picked can be unpicked - stock will return to the location it was picked from.  Right click on picked line

Right click to cancel any line if required (for example to mark move order to transit).  Cannot  

Image Added

Set to in-Transit Status

If all items are either Cancelled or Picked - can use Action menu to set to Transit Status (all lines will also change to transit and shipped qty will be updated)

Cannot unpick once in transit status.

Once in Transit status - can print delivery docket (under construction).

Once in Transit - can roll back to pick status.  

If want to roll back completely - move back to pick status - manually unpick each line until all are unpicked - will have option to cancel.

Image Removed

...

In-Transit Temporary Stock Locations

Stock once picked is placed in a temporary stock location until received - the stock location is the same as the move order number.

Image Added


Enter CON Note Number

Can enter CON note number any status from Plan to in Transit - but must be entered before it can be received.

...

...

The in-transit stock location is only visible while the stock is in transit


 

Image Removed

Move orders to be received

Entering the expected time to facilitate planning the day in the warehouse

Note

CON note number must be entered before stock can be received

 

Counting the receipt to floor area

Move order Discrepancies

It is common that move order discrepancies will be found by the receiving warehouse.  Damaged stock, missing stock or different stock received.

Note

you may have to change the warehouse filter to see all relevant journals

Any discrepancy will be stock adjusted in the transit location before it is received in the destination warehouse. This adjustment will therefore not show if you are filtering the stock audit display by a warehouse.

The Move Order discrepancy report explains clearly what has happened and what needs to be done.The discrepancy report can be printed or emailed at any time from the Move Order Status menu. Automated emails are sent to branch managers involved for any discrepancies found.

If the warehouse managers after discussion

  • determine that 20 cartons picked as PRODUCTA were really PRODUCTB then they should do the appropriate stock adjustments in the source warehouse
  • determine that they were counted incorrectly at the destination then a stock adjustment should be done there.

The journal GL Accounts used is based on the Discrepancy Reason chosen by the receiving user.

  • If Pick error is chosen then the stock adjustment will use the Move Order Discrepancy GL Control account.
  • If Damaged or Spoiled is chosen then the Stock Adjustment will use the Stock Write Off GL Control account

No stock is left in a transit location or in any questionable state - stock adjustment journals are complete before the move order can be closed.

Move Orders with discrepancies can be listed from the Purchase Reports (Purchase menu) Order from PO to Goods Receipt#PurchaseOrderReports Move Orders tab. Select Show exceptions only and Show closed orders, click Refresh and look in the Discrep column.

Damaged stock write offs / count discrepancies

...

Discrepancy report emailed to Branch Managers

Putting the stock away

...

Confirm All Counted

Image Added

Staging Location Stock Put Away

Same as used for Purchase Order Stock Receipts.

Setups

Default Transit time between warehouses

...

Page Properties
hiddentrue


Related issues 



Note

The in-transit stock location is only visible while the stock is in transit