Table of Contents
Overview
see also Warehouses and Stock Locations
Move orders take stock from one warehouse to another warehouse that you own.
The stock is picked and placed into a staging location. From here you can palletise and await the arrival of the vehicle
When the vehicle arrives - print the waybill and confirm the stock has left.
When the stock leaves the first warehouse it is placed into a temporary transit location until it arrives at the new warehouse
- Hence the value of the stock is still in stock, it is visible and you can see the value of the shipment at any time
When the stock arrives in the new warehouse it is taken off the vehicle and placed into a staging location
The stock is then moved from the staging location into the warehouse locations using defaults based on stock preferred storage locations
Move orders are created by the system when a purchase order has distributions - see below.
Finding move orders
Filter on Dispatch date or ETA date.
Single Step Move Orders - warehouses that are very close together
When the warehouses are managed by the same team and there is no transit time - there is no need for pick / pack / ship / receive and a one step move order will suffice
Can open and act on an existing move order in this screen - example is a move order created by Purchase Order
Filter the list of stock, choose the stock and bay, enter the quantity and bay being moved to in Warehouse 2 - the stock is moved when the status of the move order is updated.
Multi-Step Move Orders with Pick / In Transit / Receive / Variations processes
Created Manually
Select the From and To Warehouses
Select the Expiry Date limitations - this will limit the stock available to be picked
The system will find the stock with the shortest expiry date that does not breach the Expiry Date Limitations
Enter the Stock Articles that are to be moved and the quantities
Will be in Planning status when first saved = must be moved to Planned status in order to be picked
The move order ETA will populate based on default number of days configured on the warehouse definition - it can be overridden
Created by Purchase Order Receipt when the PO has a Warehouse Distribution
The Purchase Order > Warehouse Distribution Tab indicates where the stock is to be sent when it arrives.
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 Plan Status.
Stock will not add to a move order that is in status "Transit", "Counted" or "Cancelled" status
Move order will open ready to pick immediately.
If the move order is not being picked immediately - it can be accessed from the warehouse in/out dashboard as a Move Out
Move orders to be dispatched - in/Out Dashboard
Move Orders that are to be dispatched will list on the 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
Before you start - be aware of the action menu
Use the Action Menu
- Print Picking Documents
- Enter all picks
- Action "Mark as picked all lines in picking status" (either line by line or overall)
- Lines that have not been picked yet (short picks for example) will still be on the top of the screen -
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
Move order status is updated by the status of the stock items (will not be picked until all are status picked).
Can add items if status is plan, picking or picked.
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).
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.
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.
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.
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.
Email move order
An email can be sent to the warehouses that have an email address defined (both sending and receiving)
Emails sent will be bcc copied to logged in user
- Email template with Usage Context MoveOrder, System Usage Created and Recipients Role Third Party will be used if present.
Move orders to be received
Entering the expected time to facilitate planning the day in the warehouse
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.
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 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
Confirm All Counted
Staging Location Stock Put Away
Same as used for Purchase Order Stock Receipts.
Setups
Default Transit time between warehouses
The default time comes from the transit time from warehouse to warehouse
Related articles
The in-transit stock location is only visible while the stock is in transit