multi-bin training guide v. 2018 chapter 15: multi …...multi-bin training guide v.2018 rev. 1...

Multi-Bin Training Guide

v. 2018

Chapter 15: Multi-Bin for Purchase Order

Module

MULTI-BIN FOR PURCHASE ORDER ............................................................................................................... - 2 -

OVERVIEW - RECEIPT OF GOODS .................................................................................................................................... - 2 - MULTI-BIN SETUP – RECEIVING ..................................................................................................................................... - 2 - PURCHASE ORDER RECEIPT OF GOODS ENTRY ........................................................................................................ - 3 -

Overview of Creating Receipt of Goods Entry with Multi-Bin Enabled ............................................................. - 3 - Purchase Order Receipt of Goods – Header ...................................................................................................... - 3 - Purchase Order Receipt of Goods – Lines .......................................................................................................... - 4 -

PUTAWAY OPTIONS ............................................................................................................................................... - 7 - Purchase Order Putaway Report and Directed Putaway Report....................................................................... - 7 -

Multi-Bin Training Guide v.2018 Rev. 1

Chapter 15: Multi-Bin for Purchase Order Module

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MULTI-BIN FOR PURCHASE ORDER

Navigation: Purchase Order Module > Main > Receipt of Goods.

OVERVIEW - RECEIPT OF GOODS

Just as Sales Orders must be distributed from Bins, receipts must be distributed to bins at some point as well. Once again, users have the ability to choose how much automation the system can provide. Multi-Bin WMS provides automation for receiving items to specific bins in Receipt of Goods Entry if desired. Whether using the automated bin assignments (Item Bins, Warehouse Staging Locations etc.) or manual selections from the Directed Put Away report, items must be distributed to bins in Receipt of Goods Entry. For Premium Multi-Bin users, Purchase Order Printing can print Directed Putaway report by purchase order - which uses the Directed Putaway rules set in options to make stocking suggestions for incoming items. The Inventory—Putaway Report advises where to store goods from receiving staging locations. Any goods on Hold will be skipped. Overview of Available Options for bin distributions at Receipt of Goods:

1. Manual Entry - Requires a completely manual selection of bin locations during Receiving when the Quantity Received is entered.

2. Prompt Buttons - A pop-up prompt will appear, allowing the user to select bin assignment. Select to distribute items into the following bin location options: Receiving Bin, Primary Bin, or skip and complete distributions using manual entry.

3. Auto Assign to Warehouse Staging Location – ie: “RECEIVING” bin. Automatically receive the item to the Warehouse Receiving Staging Location designed in Warehouse Code Maintenance.

4. Auto Assign to Primary Locations –Automatically receive the item to the assigned Primary Location designed in Item Maintenance Multi-Bin for Item Options.

Overview of Options for Putaway (Directed and non-Directed):

1. Pre-Print the Purchase Order Putaway report from Purchase Order Printing 2. Manual Putaway process using Bin Transfers 3. Receive directly into Primary Locations 4. Directed Putaway Dashboard (Premium users only)

MULTI-BIN SETUP – RECEIVING

Required Setup: Multi-Bin Warehouse Mgmt Company Options > Receiving Tab 5. Optional Setup: Multi-Bin Warehouse Mgmt Company Options > Directed Putaway Tab 6.



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PURCHASE ORDER RECEIPT OF GOODS ENTRY

Receipt of Goods is where users must make the final bin selections for incoming items. This can either be done manually (with the suggestions of the Directed Put Away Report) or with the auto-assign selections available for setup in Multi-Bin Company Wide Options for Receiving. If Auto Assign Options are in use, the system will automatically make the appropriate Bin Location distributions. If the prompt option is selected, a prompt will appear when receiving options (shown below.) If no prompt and no assignment options are selected, the user will need to manually distribute all items being received. OVERVIEW OF CREATING RECEIPT OF GOODS ENTRY WITH MULTI -BIN ENABLED

NOTE: This section only discusses the process for Receipt of Goods Entry from a high level and is intended to focus on the specific areas where Receipt of Goods integrates with Multi-Bin.

1. Navigate to Purchase Order Module > Main > Select Receipt of Good Entry 2. If Batches are Enabled – enter batch number and click ‘Accept’ 3. In Receipt of Good Entry Window on the Header Record - Choose Next Receipt Number 4. Enter Purchase Order Number. 5. Select the Lines Tab.

i. If you are setup to receive complete at the header tab the quantities received on the lines will auto populate the entire quantity ordered in the quantity received column for each item. Selecting “NO” at receive complete will force user to enter the actual quantities received for each item on the lines tab.

ii. If you are setup to receive complete at the lines tab the quantities received on the lines will auto populate the entire quantity ordered in the quantity received column for each item. Selecting “NO” at receive complete will force user to enter the actual quantities received for each item on the lines tab.

iii. If you are setup to receive complete at both the header and lines tab prompts will appear at both the header and lines tabs. Selecting “NO” at receive complete will force user to enter the actual quantities received for each item on the lines tab.

6. If you are setup to manually enter bin distributions, once quantities have been entered for a line a bin distribution will be required. If you are setup for one of the automatic options for bin distributions, the distributions should have automatically populated for all items received. If you have lot or serialized items a lot or serial number distribution will be necessary for these items. Once the lot or serial numbers are entered the bin location should auto fill.

7. Bin Distributions can be entered (for manual users), viewed and/or updated by selecting the distribution button.

8. Once all items and bin locations have been entered the Receipt of Goods Entry can be posted following your normal posting procedures.

PURCHASE ORDER RECEIPT OF GOODS – HEADER



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PURCHASE ORDER RECEIPT OF GOODS – LINES

If Auto Assign Options are in use, the system will automatically make the appropriate Bin Location distributions. If the prompt option is selected, a prompt will appear with auto assign options for receiving (shown below). If no prompt and no assignment options are selected, the user will need to manually distribute all items being received.

When a line is received but no bin distribution information has been entered, a warning appears on the line to prompt users that a bin distribution is needed. This can be seen in the example below.



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To enter a distribution, select the line you wish to distribute and press the distribution button located on the lines tab just above the lines grid.

Once a line has been distributed the warning sign will disappear on the line and the distribution button will turn from blue (as seen above) to yellow. Press this icon to view and/or edit distributions. Below is an example of the Multi-Bin distribution screen for a lot valued item. In this example, both a lot number and a bin location will need to be entered to complete the distribution. For non-lot/serial items, only the bin location will be required.



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Next Lot No button – will display for users that have enabled the Multi-Bin Company Option to allow next lot serial setting in Receipt of Goods. Pressing this button will generate the next lot or serial number. Once distribution information has been collected the distribution window will look like the example below.

Delete Row Button – To delete a distribution, select the line from the list and select the Delete Row button.

View all Multi-Bin Inventory Button – Press button to view all Multi-Bin Locations for an item from within the distribution window. Once all distributions have been entered normal posting procedures can be resumed.



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If Multi-Bin Company Settings for Receiving have the option enabled to allocate ROG to Sales Orders the results of the auto allocations are printed on the Backorder Fill Report before updating receiving. This can include Sales Orders marked as a Backorder type , Standard Orders with a quantity backordered on the lines and/or orders selected on Purchase Orders in the line details depending on selections made in company options. If the selection was made to print the Sales Order Pick Sheets after the ROG update all orders that were allocated will print pick sheets.

PUTAWAY OPTIONS

Scanco Multi-Bin WMS Directed Putaway options direct the system where goods are stored. The system calculates destination information from the capacity of the locations and the desired settings. Print the Multi-Bin Putaway Report to print Putaways from staging locations or after goods are produced. Put Away report can be generated based on purchase orders by using the Put Away template in purchase order printing. Choose to store goods nearby or in the same location as the same item. Also, it can give favor to store goods or product lines in certain warehouse zones (called regions) or aisles. Perhaps you want to store goods in overflow locations first or to the pick area. Goods can go directly to primary pick locations too and if you have a number of them it will put them to the lowest primary code first. There are also overriding factors such as when there is no existing inventory and the system can direct goods to Primary Bin locations or to the Shipping dock if there are backorders. The sequential put away will put goods in the next highest numbered location so that the lowered locations have the next older goods. It will start from the beginning – lowest number location - when goods are stored in the highest number location next to the last put away. PURCHASE ORDER PUTAWAY REPORT AND DIRECTED PUTAWAY REPORT

Directed Putaway information can be printed by Purchase Order or by Receiving Staging Locations. Purchase Order Form Putaway Report – Printing the Directed Putaway Report by Purchase Order provides advice before updating purchase orders. Prior to P/O receipt of goods update, users can select a single order or a group of purchase orders to accumulate Putaway suggestions based on the unposted information. To create a purchase order form to print the P/O put away, create a new form code and select the Putaway template.



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Multi-Bin WMS Company Wide Directed Putaway Settings provides the option to print all inventory location information for the items on the Putaway Report in addition to the Directed Putaway suggestions. Turning this option off will print only those locations which the Directed Putaway calculations suggest.



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Directed Putaway Report by Staging locations – Directed Putaway advice can be provided from posting to receiving staging locations and locations designated as locations within a Receiving Region. Users have the option to designate a Quality Control bin location where the location automatically places a hold on inventory until it is inspected and released. The quality control bin can be designated in Warehouse Code Maintenance as the receiving location to automatically assign this location during Receipt of Goods. The location can also be associated to a Receiving Region. Held goods will be automatically skipped from Putaway advice until the hold is released.

multi-bin training guide v. 2018 chapter 15: multi …...multi-bin training guide v.2018 rev. 1...

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