IBM Global Delivery

Warehouse Management Overview

2005 IBM Corporation

IBM Global Delivery

Warehouse Management
Warehouse management, is a key part of the supply chain and primarily aims to control the movement and storage of materials within a warehouse and process the associated transactions, including shipping, receiving, putaway and picking. Warehouse management deals with receipt, storage and movement of goods, normally finished goods, to intermediate storage locations or to final customer

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Warehouse Hierarchy

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Warehouse Hierarchy

 Warehouse Number Highest level under which an entire Warehouse Complex is configured. This is assigned to the plant.  Storage Type Warehouse is further divided into Storage types based on Spatial, Technical and/or Organizational Characteristics e.g.:- Bulk Storage ,Open Storage, High Rack Storage, Picking Area, Shelf Storage. There are some storage types shared by WM and IM for operational purposes called as Interim Storage Areas. They are : Goods Receipt Area Goods Issue Area Interim Storage Area for differences Posting Change Zone

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Warehouse Hierarchy

 Storage Section- It is an Organizational sub division of Storage Type ,that groups together Storage Bins ( next level). Criteria for Storage Section The criteria would be grouping Fast moving items, Slow moving items, Casting /forging commodities, Proprietary items etc Storage Type Warehouse is further divided into Storage types based on Spatial, Technical and/or Organizational Characteristics e.g.:- Bulk Storage ,Open Storage, High Rack Storage, Picking Area, Shelf Storage.  Storage Bin A storage type is further divided into further slots / spaces called as Storage Bins. Assignment Storage bins are assigned to the Warehouse number and Storage type. It also has to be assigned to a Storage Section.

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Warehouse Hierarchy

 Quant Stocks with same features within a bin belong to one quant. In simplistic
terms batches can be treated as different Quants. The quants serve to manage stocks at storage bin level. The quantity of a quant can be increased by an addition to existing stock. Quants can be created or deleted solely through goods movements.

 Quants are classified on the basis of : Material Batch Stock Category Special Stock Indicator Plant

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Main Features of WM Basic Functions

 Inventory Management exact to storage bin level  Mapping and control of all goods movements  Monitoring of the processing of these goods movements  Connection to mobile data entry as part of the integrated radio frequency solution  Connection to specialist external systems using an interface

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Main Features: Application Components

 Inventory Management (MM-IM)  Delivery Processing (LE-SHP)  Production Planning and Control (PP, PP-PI)  Quality Management (QM)

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Main Features: Interfaces to other Components

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Unit 2: Structural Elements

 Organizational Units  Master Data  Organizational Connection to IM  Quant

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Organizational Units: Structure of Warehouse

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Master Data: Storage Bin Types

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Organization Connection to IM: Customizing

PLANT Warehouse

SLOC

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The Quant

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Quant: Addition to Existing Stock

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Quant: Mixed Storage

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Unit 3: Interface Between IM and WM

 Movement Types  TO Creation in Background  Special Movement Indicator  Storage Location Control

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Movement Types: Flow of GR Process

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Movement Types: Connection of Movement Types

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Movement Types :Interim Storage Area and Storage Bin Search

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TO Creation in Background: GR for a PO

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TO Creation in Background: Immediate TO Creation

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TO Creation in Background: Automatic TO Creation

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TO Creation in Background: Automatic TO Creation

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Unit 4: Putaway Control

 The Putaway Process  Storage Bin Search for Putaway  Influence of Material Master  Forms of Capacity Check  Quality Check in Warehouse

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The Putaway Process: Putaway with a Transfer Order

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The Putaway Process: Putaway Control

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Storage Bin Search for Putaway: Putaway Strategies  Fixed bin (F)  Open storage (C)  Addition to existing stock (I)  Next empty bin (L)  Pallets/storage unit type (P)  Bulk storage (B)  Near picking bin (K)

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Storage Bin Search for Putaway: Pallets Putaway Strategy (P)

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Influence of Material Master on Putaway: WM Views

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Influence of Material Master on Putaway: St. Type Indicator

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Influence of Material Master on Putaway: Palletization Data

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Forms of Capacity Check: Capacity Check Methods       Check based on the maximum weight per storage bin Check based on the first palletization proposal Check based on the maximum quantity (base unit of measure) per storage bin Check based on the key figure of the material Check based on the key figure of the storage unit type Check based in the key figures of the material and the storage unit type

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Quality Check in the Warehouse: Handling Inspection Lots

   

Interim storage of inspection samples in a work center Remain in the goods receipt area Put away the inspection lots and the remaining quantities Pass over transfer requirement items that belong to an inspection lot

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Unit 5: Stock Removal Control

 Stock Removal Process  Storage Bin Search for Stock Removal  Settings Relevant to Stock Removal  Batch Determination

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Stock Removal Process: Stock Removal with TO

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Stock Removal Process: Control of Stock Removal

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Stock Removal Process: Storage Type Indicator

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Storage Bin Search for Stock Removal: Stock Removal Strategies

 First in first out (F)  Stringent FIFO (***)  Last in first out (L)  Partial pallet quantity (A)  Large/small quantities (M)  Expiration date (H)  Fixed bin (P)

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Settings Relevant to Stock Removal: Dealing With Remaining Quantities  Return transfer to the source bin  Putaway in another bin  Remain in destination storage bin

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Unit 6: Delivery Processes With WM

 Putaway for an Inbound Delivery  Stock Removal for Outbound Delivery  Special Procedure for Stock Removal for Outbound Delivery

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Putaway for an Inbound Delivery: GR with Inbound Dly

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Putaway for an Inbound Delivery: Putaway Process with Inbound Delivery

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Stock Removal for Outbound Dly: Goods Issue Process with Outbound Delivery

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Stock Removal for Outbound Dly: Determining the Warehouse Number in a Outbound Delivery

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Special Procedure for Stock Removal for Outbound Delivery: Return Transfer for Outbound Delivery

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Unit 7: Posting Changes and Stock Transfers

 Posting Changes  Stock Transfers  Replenishment Control

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Posting Changes: The booking flow

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Stock Transfers: Quant Characteristics

 Material number  Stock category  Special stock assignment  Plant and storage location assignment

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Stock Transfers: Posting Changes

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Replenishment Control Example: Report RLLNACH1

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Unit 8: Internal Procurement Processes with WM

 Process Flow  Process Control

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Process Flow: Staging for a Work Order Using the Interface

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Process Flow: Stock Removal using WM-PP Interface

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Unit 9: Warehouse Activity Monitor

 Configuration  Usage

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Configuration: Warehouse Activity Monitor Objects  01 - unconfirmed transfer orders  02 - open transfer requirements  03 - open posting change notices  04 - open deliveries  05 - negative stocks  06 - interim storage stock  07 - critical stocks for production supply

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Configuration: Warehouse Activity Monitor

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Usage: Warehouse Activity Monitor - Evaluation Results

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Course Overview
 Unit 1: Warehouse Hierarchy  Unit 2: Structural Elements  Unit 3: Interface Between IM and WM  Unit 4: Putaway Control  Unit 5 : Stock Removal Control  Unit 6: Delivery Processes with WM  Unit 7: Posting Changes and Stock Transfers  Unit 8: Internal Procurement processes with MM  Unit 9: Warehouse Activity Monitor  Unit 10: Physical Inventory

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Unit 10: Physical Inventory

 Inventory Procedure  Technical Posting Procedure

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Inventory Procedure: Inventory Procedures in R/3

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Inventory Procedure: Forms of Continuous Inventory

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Technical Posting Process: Physical Inventory Process

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Technical Posting Process: Inventory Differences

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