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SC340 – Umoja Warehouse

Management

Umoja Warehouse Management – Version 4
Last Modified:
Copyright 30.04.2015
© United Nations 1

Agenda

Course Introduction
Module 1: Warehouse Management Overview
Module 2: Put-Away Goods
Module 3: Pick Goods
Module 4: Move Goods Internally and Manage Bins
Module 5: Execute Disposal of Goods
Module 6: Perform Physical Count in Warehouse
Course Summary
Course Assessment
Course Survey

Copyright © United Nations 2

Introduction
Please share with us:
• Your Name
• Your Section/Unit
• # Years with the UN
• Interesting Fact About Yourself

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Ensure to review it to learn how to perform the transactions • Breaks are included at the discretion of the trainer X X No Phones Do Not Access Participate Ask Questions User Guide Breaks E-mail Copyright © United Nations 4 . Please step out of the class to take any important phone call • Please do not access your e-mail or the Internet outside of breaks • Participate fully in the training session and respect each other’s contribution • Reference of transactional steps covered in this course are included in the User Guide.Ground Rules Please consider the following guidelines during the training session: • Turn your cell phone to silent mode.

Prerequisite Review You should have completed the following prerequisite courses: • Umoja Overview • Umoja Master Data & Coding Block Overview • Umoja Logistics Overview: Non-PK • Umoja Local Inventory Goods Movements Course Duration: 16 hours Copyright © United Nations 5 .Course Overview The purpose of the Warehouse Management course is to explain the Warehouse Management process at UN.

you will be able to: • Describe the Warehouse Management process within Umoja • List the key roles and responsibilities in Warehouse Management • Explain the Inventory Management structure in Umoja • Explain the Warehouse Management structure in Umoja • Explain the Goods Receipt process • Explain the Goods Issue process • Describe the reports involved in the Warehouse Management process Copyright © United Nations 6 .Course Objectives After completing this course.

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 7 .

Module 1 Objectives
After completing this module, you will be able to:
• Explain the Inventory Management structure in Umoja
• Explain the Warehouse Management structure in Umoja
• Describe the storage location types in Umoja
• Explain the following strategies: Placement, Removal, Material Master Based
and Picking

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Key Terminology
Key Term Description

It is the location where materials are produced, purchased,
Plant stored, inventoried, shipped, received and valuated, or from
which services are provided.

It refers to the place where stocks of materials, semi-finished
goods, finished goods and parts are physically stored within a
Storage Location
plant. Storage locations also correspond to specific Fund and
Funds Center.

It contains information on all the materials that UN procures,
Material Master stores and sells. It is UN’s central source for retrieving
material-specific data.

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Roles & Responsibilities
The following Umoja Enterprise roles are involved in the Local Inventory Goods Movement
process:

• Create Reservations (function extended to other
users)
• Create Stock Transport Orders
• Conduct Goods Issue based on approved
Inventory User Reservations
• Conduct transfer between locations of the same fund
center
• Update Inventory counts in the system

• Approve Stock Reservations for issue/transfer
• Approve Stock Transport Orders for Shipment
Inventory Senior User • Initiate Physical Inventory Counts
• Conduct Goods Transfer across Plants and Scrapping

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picking and movement of goods in the warehouse User • Initiates physical warehouse counts • Manages storage bins Copyright © United Nations 11 .Roles & Responsibilities The following Umoja Enterprise roles are involved in the Warehouse Management process: • Executes and confirms Transfer Orders as issued by Warehouse User Warehouse Senior User • Updates warehouse counts with the count results • Generates Transfer Orders for management of put- Warehouse Senior away.

Some key components of the Material/Service Master include: Unique ID of a material/service Product ID Example: 1500001517 (Projector: Dig) Type of product or service. Supplies) Material or Service Master Inspection. Material Characteristics Serialization criteria. Asset and/or Equipment Example: General Ledger Assignment.Material Master The Material Master Data is a Master Data record that contains information about the products procured. Batch Management. Matches the Product Category equivalent UNSPSC classification Example: 45111600 (Projectors. Material Type Example: Serialization Flag GL Account Code derived from product Financial Characteristics category. Valuation Class Copyright © United Nations 12 . It determines how the material will be managed from initial requisitioning through to downstream processes such as receiving and inventory management. stored and shipped by UN.

Fixed Assets are UN materials that have a financial maintained. and managed are defined value above the IPSAS thresholds and are tracked as equipment and tracked using an Equipment using an Asset Master Record for that item. Copyright © United Nations 13 .Supply Chain Master Data The Material Master Data is related to two other Supply Chain Master Data elements: Equipment Master Data and Asset Master Data. Material Master How much do I buy? Where do I have in stock? What can I issue? What can I transport? Equipment Asset Master Master Materials that must be tracked. Master Record for that item. installed. What is due for maintenance? What is the depreciation expense for the period? Where/with whom is the equipment? Per IPSAS. operated. All materials in Logistics Execution are procured using the Material Master Record and managed in Inventory. equipment over IPSAS threshold are also considered fixed assets and would have both an Equipment Master and Asset Master Record for that item.

In Transit Stock. Stock types used in Umoja are Unrestricted Stock. but has not yet arrived at the receiving plant • It is included in the valuated stock of the receiving plant Copyright © United Nations 14 .Umoja ECC Stock Type A stock type defines the system state that classifies goods. Blocked Stock and Quality Stock. Unrestricted Stock In Transit Stock Material available for use upon receipt Material in transit to receiving location • This stock type allows full financial • Material has already been posting and invoice processing withdrawn from storage at the issuing plant.

Blocked Stock and Quality Stock. GR Quality In Blocked Transit Stock Stock Inspection Stock Material requires inspection following Material not available for use upon receipt receipt • This stock type allows full financial • Should only be used in exceptional posting cases • Invoice processing is blocked until • Used when goods are clearly inspection results are recorded in damaged or have different the system specifications from the PO • Goods that pass inspection are • Upon receipt of such goods UN will moved to Unrestricted Stock not accept ownership until • Goods that do not pass inspection resolution is reached with vendor are returned to the • This stock type blocks full financial vendor/scrapped posting and invoice processing Copyright © United Nations 15 .Umoja ECC Stock Type A stock type defines the system state that classifies goods. Stock types used in Umoja are Unrestricted Stock. In Transit Stock.

Physical physical structure. entry and within the warehouse documentation of stock movements • Manage the flow of goods within a (Goods Receipt. Full scope of Umoja Logistics Execution includes Inventory Management as well as a Warehouse Management solution. Goods Issue.Umoja Logistics: IM & WM Umoja will act as both an Equipment and Inventory Management solution as well as a financial one. Reflects the structure of a quantity and value basis. at the storage warehouse and monitors the allocation of location level storage bins. Enables the user to Stock Transfer. and any transfer transactions • Includes planning. Transfer Posting and view the flow of materials using advanced Physical Inventory Verification) Put Away and Picking Strategies • Integrated with Financial Accounting to • Reflect the impact of IM transactions on enable financial posting WM operations Copyright © United Nations 16 . Inventory Management (IM) Warehouse Management (WM) Implemented at ALL plants holding inventories Implemented at PARTICULAR plants holding to: inventories to: • Manage inventory levels and enable the • Facilitate the management of physical recording and tracking of materials on a space.

stored.e. Special Political Mission • UNHQ • OAHs (UNON. etc) Plant • Entities (UNEP. purchased. etc) Storage Location Storage Location STORAGE LOCATIONS: Material Material • Plant-specific physical location Material Material • Site where goods are physically received and/or stored Material Material Material Material • Site where “fund center” controls inventory – SAU for PK mission – Organizational Unit at HQ/OAHs (i. UNOV. inventoried. received and valuated or from which services are provided. It also reflects the geographical locations that fall within the same plant.Logistical Structure within Umoja A plant is the location where materials are produced. no two Funds Center can share the same storage location • Materials in inventory are managed in storage locations PLANTS: • Peacekeeping Mission. Section) Copyright © United Nations 17 . shipped. • One Funds Center can therefore have multiple storage locations • However. UN-HABITAT. A storage location reflects the inventory owned by a particular Funds Center in a plant. UNOG.

Plants and Storage Locations have to be defined prior to loading all inventories and they will be loaded with reference to these defined structures. physical area will be reflected within the warehouse structure Warehouse: • A Warehouse in Umoja reflects the physical space where goods are centrally managed at a bin level. Storage Locations: • For IM only inventories. Inventories from multiple storage locations that are physically co-located can be managed in one Warehouse.Structural Elements for Logistics: IM & WM EXAMPLE A EXAMPLE B Plant A Plant B IM Plant & Safety & Supply SLoc 0001 SLoc 0004 Engineering Security Two storage locations can be Some storage locations are not Central linked to one physical warehouse WM linked to any physical warehouse. it will reflect the location as well • For WM inventories. 002 that are not divided into bins. Copyright © United Nations 18 . They represent separate areas. Transit Location (Virtual) Note: All Inventories must be converted against a predefined logistics structure. Warehouse Warehouse to separate ownership of goods.

Storage Locations Examples .UNON Plant Sloc Description KE00 1102 BCP Store LIBGF KE00 1103 Budget BCP Store UNSAACO Location KE00 1104 Owner BCP WBLK KE00 2102 Med Store CentrA KE00 2103 Med Store FBLK KE00 2104 Med Str MCI Tlr KE00 4101 WH W BMTU Store KE00 5101 WH W MPAU Store KE00 6101 1 W PMU Store KE00 7102 SSS Store GBLK KE00 8102 DCS Print Shop KE00 8100 RECV DCS Copyright © United Nations 19 .

Medical Section. Stocking Storage Locations (ex. Copyright © United Nations 20 . a specific storage location (A000) is available for this purpose in each plant. Accordingly. etc. fixed assets always require receipt into a storage location (even when they are not procured for inventory/stock and are procured for consumption/immediate use).) • Material/Inventory is physically stocked and managed at these storage locations • Linked to one Funds Center/Plant.Structural Elements for Logistics: IM & WM There are two types of storage locations: Transit Storage Locations (Virtual Goods Receipt & Transit Locations) Transit locations have been created to indicate where goods are geographically located prior to arrival to final destination. They support the Virtual Goods Receipt process and have no financial derivation (no correspondence to Funds Center). reflecting ownership and deriving financial postings Note: For technical reasons. Facilities Management.

Warehouse Structure Warehouse Management provides visibility of the material location down to the storage bin level in the warehouse. The hierarchical warehouse structure contains the following basic elements: Warehouse Number Storage Type Storage Type Storage Type Storage Section Storage Section Storage Bin Storage Bin Quant Quant Copyright © United Nations 21 .

Bins are grouped in Storage Sections in a Storage Type • A storage section generally includes all bins that have certain characteristics in common • The bins indicate the exact position of the stored goods in the warehouse Quant • A quant is the stock of any material with the same features in one storage bin. The storage type is configured based on spatial.Warehouse Structure Terms Warehouse Number • An entire physical warehouse is defined in using a single warehouse number Storage Type • Each of the warehouse areas that make up the warehouse is defined as a “Storage Type“. The system manages different batches of a material as different quants Copyright © United Nations 22 . technical and organizational characteristics • Storage Types drive putaway and picking strategies implemented at the warehouse Storage Section and Bin • Each storage type is subdivided in storage bins.

Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Fast moving Slow moving Storage Corrosive Toxic Dangerous hazard items items Section Stg. Warehouse Management Structure: Example US00 Plant US00 Plant Facilities Broadcast Conference Rcv Safety & Storage Mail & Pouch Management Section Services Security Location Warehouse U10 Warehouse IT and Stationary & Household Storage Hazmat Electronics Office Supplies Materials Type Similarly. Bin Bin Stg. Bin Stg. Bin Storage Stg. Bin Stg. Bin Stg. Extremely Bio. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Copyright © United Nations 23 . Bin Stg. Bin Stg. we have the same setup for stationary and household materials. Bin Stg. Bin Stg. Bin Stg. Bin Stg.

Warehouse Design Example: UNON Warehouse Storage Types Storage Sections 001 X Block 001 X Block 001 H Block 001 UNSASCOO 001 Rub Hall 001 Block H 001 Print Shop 001 UNSASCOO Basement 002 Central 002 Library GF 002 Central Area 002 W Block 003 NOF3 003 Old Commissary 004 CMMF 004 NOF1 005 J Block 005 NOF4 006 Rub Hall For each storage type/sections one or several bins have been created System Storage Types Storage Sections (for all): 001 Total Section Copyright © United Nations 24 .

Warehouse Concept Examples: UNON Warehouse: ON1 UNON warehouse Storage Type: 001 Office supp & Stationary Storage Sections: 001 X Block Storage bins: XBOS00001 Storage Type: 002 IT and Electronics Storage Sections: 001 X Block Basement Storage bins: XBAI00001 Storage Type: 003 Engineering Storage Sections: 001 H Block Storage bins: HBS400001 HBS700001 Copyright © United Nations 25 .

inventory quantity. Storage Bin 1000 Storage Bin 2000 Storage Bin 3000 Copyright © United Nations 26 . Inventory and Warehouse Views of Goods In the IM view. Inventory Management ownership and accounting aspects are updated. the same goods are placed into Storage Bins to reflect detailed Warehouse Management physical location. Storage Location 7000 Storage Location 7100 Storage Location 7200 Funds Center 10013 Funds Center 10014 Funds Center 10015 In the WM view. goods are received to Storage Locations. value.

Staging Area A goods movement is always initiated in IM through a Goods Movement with a specific Movement Type (e. Staging areas are interim storage areas for goods in the warehouse prior to physical put away. Examples of staging areas are: • Goods Receipts: Interim storage of unloaded goods until they are put away • Goods Issues: Interim storage of picked goods until they are loaded on a truck Goods Receipt GR Movement Type Staging Area GI Movement Type Goods Issue Staging Area Copyright © United Nations 27 .. issue. In WM. etc. 101 Goods Receipt).g. for every Movement Type there is a system staging area.

Copyright © United Nations 28 .Staging Area The concept of staging area is important to warehouse users. issued. goods that have not been physically put away. are reflected in the corresponding staging area. When a user is running an ECC report to view the physical location of goods (either by storage type or by materials). etc.

Storage Types Features for future implementation The following WM features are not currently included in Umoja at go-live: • Storage Types strategies to automatically determine put-away and picking locations (Removal strategy. using pallets) Warehouse Number 001 Storage Type 001 Storage Type 902 Goods Receipt Area Storage Type 004 Goods Receipt Storage Type 910 Storage Type 005 Goods Issue Area Goods Issue Copyright © United Nations 29 . e. Picking strategy) • Capacity checking (for maintaining weight of materials) • Storage Unit Management (not tracking at quantity level.g.

Criteria The criteria are: • Indicators on the Material Master setting • Storage Location configured for a particular storage type • Storage Unit management determined by the type of storage units the stock is transported in Copyright © United Nations 30 . the system uses user-defined controls to execute the appropriate putaway strategies. This affects the stock placement and removal strategies and restricts the bins the user can choose.Putaway Strategies For inbound and internal movements. Each warehouse is customized based on a combination of three criteria.

A.Learning Checkpoint 1 A _________ indicates the exact position of the stored goods in a warehouse storage type. Fill in the blank with the correct option. Warehouse number Copyright © United Nations 31 . Storage bin D. Storage section B. Storage type C.

Copyright © United Nations 32 . Warehouse number Option C is the correct answer. A. Storage section B.Learning Checkpoint 1 A _________ indicates the exact position of the stored goods in a warehouse storage type. A storage bin indicates the exact position of the stored goods in a warehouse storage type. Fill in the blank with the correct option. Storage Bin D. Storage type C.

storage locations are location based • In Warehouse Management.Module 1 Summary The key points covered in this module are listed below: • The full scope of Umoja includes implementation of two solutions: Inventory Management and Warehouse Management • There are two types of storage locations in Umoja: Transit and Stocking locations • In Inventory Management. the system uses user-defined controls to execute the appropriate picking strategy to assign the best picking location Copyright © United Nations 33 . storage bin and quant • For inbound and internal movements. warehouses are created based on business decisions • The warehouse structure contains five basic elements: warehouse number. storage section. storage type. the system uses user-defined controls to execute the appropriate placement and removal strategies • For outbound movements.

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 34 .

Module 2 Objectives After completing this module. you will be able to: • Explain the Put-Away process in the warehouse Copyright © United Nations 35 .

Inherent in this process is the tracking of inbound goods movement and. Copyright © United Nations 36 .Goods Receipt into Warehouse The Inbound Goods process is performed when receiving goods from commodity vendors and shipment from other locations. basic verification to affirm that goods being received confirm to the Purchase Order (PO)/contract. upon receipt.

Document Flow into the Warehouse PO GR Slip Transfer Order TO Confirmation Inbound Delivery (transaction) Transfer Req IM WM Goods Goods Receipt Staging Area Put Away Receipts Warehouse Goods Goods Issue Staging Area Picking Issue Reservation GI Slip Transfer Order TO Confirmation (transaction) Copyright © United Nations 37 .

High Level Process: Goods Receipt and Put Away in Warehouse The high-level steps in the Goods Receipt and Put Away process are given below. Inbound Coordinator Receiving User 1 2 Inventory Management Inbound Delivery Goods Receipt AUTOMATED Warehouse Sr User Warehouse User Warehouse 3 4 5 Management Transfer Order Transfer Requirement Transfer Order Confirmation Copyright © United Nations 38 .

Copyright © United Nations 39 . The Inbound Delivery Monitor. an Inbound Delivery is a system document used to collect all shipment/delivery details (similar to an Advanced Shipping Notice provided by freight forwarders). In case of Virtual Goods Receipt.High Level Process: Goods Receipt and Put Away in Warehouse Inbound Transfer Transfer Order Goods Receipt Transfer Order Delivery Requirement Confirmation As you recall. indicates the list of Inbound Deliveries with expected delivery dates at a specific location. the Actual Goods Receipt date indicates the point at which the transfer of ownership occurs prior to the arrival to the Receiving Area. accessible using the T-code VL06I.

The MIGO screen is given below.High Level Process: Goods Receipt and Put Away in Warehouse Inbound Transfer Transfer Order Goods Receipt Transfer Order Delivery Requirement Confirmation Goods received at the receiving location are visible at an inventory level (storage location level) and not at a warehouse level (not at bin level). Copyright © United Nations 40 .

Copyright © United Nations 41 . is generated automatically to request the transfer of goods from Inventory Management to Warehouse Management. a system document. called Transfer Requirement.High Level Process: Goods Receipt and Put Away in Warehouse Inbound Transfer Transfer Order Goods Receipt Transfer Order Delivery Requirement Confirmation If the receiving storage location is warehouse managed.

you can specify the final location of the goods and move the goods from the receiving area to the final bin location. Using this document.High Level Process: Goods Receipt and Put Away in Warehouse Inbound Transfer Transfer Order Goods Receipt Transfer Order Delivery Requirement Confirmation A Transfer Order (TO) is initiated from a Transfer Request. Copyright © United Nations 42 . A TO screenshot with predefined bin strategy is given below.

the Transfer Order Confirmation completes the process and indicates the completion of the Put Away process. Copyright © United Nations 43 .High Level Process: Goods Receipt and Put Away in Warehouse Inbound Transfer Transfer Order Goods Receipt Transfer Order Delivery Requirement Confirmation Once the material is moved to the final place (bin) physically. The Warehouse User confirms that the goods are placed in the bin.

This can be used to verify that the goods have been put away in the bin – T-code LX03.High Level Process: Goods Receipt and Put Away in Warehouse Inbound Transfer Transfer Order Goods Receipt Transfer Order Delivery Requirement Confirmation The Bin Status report is given below. Copyright © United Nations 44 .

1 picking and internal WH movements. the available 2 space in the system/with visual inspection. If the items have to be put away in a different 6 WH area.Detailed Process: Put-Away in Warehouse The detailed steps in the Put Away process are illustrated in the next slides. owner). notifies the warehouse staff for executing the transfer order 4 Warehouse User review the list of Transfer Orders that have to be executed in WH Warehouse User prints the Transfer Orders to be executed. date. section and bin. the new destination bins are noted in the TO printed form 7 After the TO is executed it is to be confirmed in Umoja. The Stock Card is updated Copyright © United Nations 45 . and decides bins locations and operational priorities Warehouse Senior User creates the Transfer Order in Umoja to order the put away of the goods in the selected 3 storage type. Warehouse Senior User Warehouse User Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away 1 2 3 4 5 6 7 Warehouse Senior User plans the WH activities based on outstanding Transfer Requirements for put-away. Note: The TO can be printed in multiple copies and 5 affixed to carton or boxes as labels for tracking purposes Warehouse User executes the physical put away of the items. executes the Umoja reports to list the open Transfer Requirements Warehouse Senior User analyses the items that needs to be put away (commodity.

• Source Storage type: For a list of open Put-Away Transfer Requirements select Source Storage Type = 902. select the required interim storage type. 911 (Goods Issue to Cost Center). the Goods Receipt Material Document). Copyright © United Nations 46 .. or 916 (Shipping Area Deliveries) Ensure the Status Open checkbox is selected.Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away T-code: LB10 Populate the following fields: • Warehouse No. e.. The list of open Transfer Requirement is displayed along with the related Material Document (e.g. or 914 (Goods Issue to Order).g. for a list of open Picking Transfer Requirements.

Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away T-code: LX01 Populate the following fields: • Warehouse No. Copyright © United Nations 47 . • Storage type: select the applicable storage type depending on items to be put away and available space in the warehouse The list of available empty bins in the selected storage type is displayed.

Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away T-code: LT06 (TO for Put Away) Populate the following fields in the Basic Data tab: • Material Document No: Material document number created in previous steps • Material Document Year: Year of the material document created in previous steps • Warehouse Number • Foreground/ Background/System-Guided: The system defaults the control as System-Guided. Don’t change it Click the Enter icon. Copyright © United Nations 48 .

Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away The following screen is displayed. Copyright © United Nations 49 . The system will take you to a new screen where you shall specify the exact warehouse location where the material is to be stored. Click the Stock removal Foreground button.

Note: Message “Check your entries” will be displayed below.Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away To create a TO for put-away (good receipt). Click the Save icon to post the Transfer order. populate the following fields in the Basic Data tab: • Destination storage type: Selected storage type for putting the goods away • Destination storage section (optional) • Destination storage bin: Selected storage bin for putting the goods away Click Enter. Note: If the Goods Receipt Material Document includes multiple line items. the system will take you to a new screen where you can repeat the above steps for the new item. Copyright © United Nations 50 . Click the Enter icon again.

To display the Transfer Order details. Populate the following fields: • Warehouse No.Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away T-code: LT23 (list of TO. Click the Execute icon. Copyright © United Nations 51 . double click the TO number. • Transfer Order number (if known) Ensure that the Only open TO items check box is selected. The list of open Transfer Orders for execution is displayed. by date). open.

02 for creating the spool request Click the Enter icon. Z2 for printing multiple TO line items • Printer: Recommend to use LOCL. Copyright © United Nations 52 . this will print on windows default printer • Spool Control Data: 01 for printing immediately.Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away T-code: LT31 Populate the following fields: • Warehouse No: The number of the warehouse • TO No: This is the Transfer Order number created in previous steps • Print Code: Z1 for printing one TO line item per page.

Copyright © United Nations 53 . Click the Print icon. Click the Print button.Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away Click the Transfer Order menu. The pop-up box is displayed.

".. Copyright © United Nations 54 . Click the Confirm Internally button.. the Transfer Order may have been automatically confirmed. The system displays the Transfer Order items to be confirmed. Click the Save button. Note: If you receive a message "Transfer order 0000000001 already confirmed.Detailed Process: Put-Away in Warehouse Check Analyze Create Checks Open Print Execute Confirm Received Available Transfer Transfer Transfer Transfer Transfer Items for Space/Items Order for Orders Order Order Order Put-Away for Put-Away Put-Away T-code: LT12 Populate the following fields in the Basic Data tab: • Warehouse No: The number of the warehouse • TO No: This is the Transfer Order number created in previous steps Click the Enter icon.

called ___________. Fill in the blank with the correct option. TO Confirmation Copyright © United Nations 55 . is generated to request the transfer of goods from Inventory Management to Warehouse Management. Transfer Requirement C. Goods Receipt B. an Umoja document. A.Learning Checkpoint 1 If the receiving storage location is warehouse managed. Transfer Order D.

is generated to request the transfer of goods from Inventory Management to Warehouse Management. is generated to request the transfer of goods from Inventory Management to Warehouse Management. Fill in the blank with the correct option. an Umoja document. TO Confirmation Option B is the correct answer. A. called ___________. an Umoja document. Transfer Order D. Transfer Requirement C. Copyright © United Nations 56 . called Transfer Requirement. If the receiving storage location is warehouse managed.Learning Checkpoint 1 If the receiving storage location is warehouse managed. Goods Receipt B.

an Umoja document. This document is used to indicate the final location of the goods and move the goods from the receiving area to the final bin location • Once the material is moved to the final place (bin) physically. the Transfer Order Confirmation indicates the completion of the Put Away process Copyright © United Nations 57 . is generated to request the transfer of goods from Inventory Management to Warehouse Management • A Transfer Order (TO) is initiated from a Transfer Requirement.Module 2 Summary The key points covered in this module are listed below: • The Inbound Goods process is performed when receiving goods from commodity vendors and shipment from other locations • The high-level steps in the Goods Receipt and Put Away process • Goods received at the receiving location are visible at an inventory level (storage location level) and not at a warehouse level (not at bin level) • If the receiving storage location is warehouse managed. called Transfer Requirement.

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 58 .

you will be able to: • Explain the Picking process following the issuance of goods from stock Copyright © United Nations 59 .Module 3 Objectives After completing this module.

Document Flow into the Warehouse PO GR Slip Transfer Order TO Confirmation Inbound Delivery (transaction) IM WM Goods Goods Receipt Put Away Receipts Warehouse Goods Issue Goods Issue Picking Reservation GI Slip Transfer Order TO Confirmation (transaction) Copyright © United Nations 60 .

Requisitioner Inventory User 1 2 Inventory Management Reservation Goods Issue Automatically Warehouse Senior User Warehouse User Warehouse 3 4 5 Management Transfer Order Transfer Request Transfer Order Confirmation Copyright © United Nations 61 . High Level Process: Goods Issue and Picking The high-level steps in the Goods Issue and Picking process are given below.

High Level Process: Goods Issue and Picking Transfer Transfer Transfer Reservation Goods Issue Request Goods IssueOrder Order Confirmation Initial document is a reservation where the user can request the goods to be issued out from the inventory. T-code ZMMMB21 to create reservation: • To select the movement type. click the Movement Type menu • Select the Consumption menu item • Select the required type of posting Reservation data: • Fund of requesting office • Cost Center / WBS or Order (depending on the previous selection) • Goods Recipient as Requestor Name • Required material number • Quantity of requested item Copyright © United Nations 62 .

Goods Issue starts in Inventory Management with the Inventory Manager issuing goods. Copyright © United Nations 63 . the Goods Issue posting can be performed in Inventory Management (quantity at inventory level is decreased). but at this time the goods are physically still in the warehouse.High Level Process: Goods Issue and Picking Transfer Transfer Transfer Reservation Goods Issue Goods IssueOrder Order Request Confirmation Referring to the previously created reservation.

Copyright © United Nations 64 .High Level Process: Goods Issue and Picking Transfer Transfer Transfer Reservation Goods Issue Goods IssueOrder Order Request Confirmation During the Goods Issue or Transfer transaction. there is capacity to indicate an “unloading point” that can indicate where goods will be offloaded. The Inventory Manager can use this field to indicate the pick up point to the warehouse (warehouse or office).

the goods are no longer appearing in his/her inventory as he/she has confirmed issuance. Before After Copyright © United Nations 65 .High Level Process: Goods Issue and Picking Transfer Transfer Transfer Reservation Goods Issue Goods IssueOrder Order Request Confirmation In the MMBE screen. for the Inventory Manager.

High Level Process: Goods Issue and Picking Transfer Transfer Transfer Reservation Goods Issue Goods IssueOrder Order Request Confirmation If the issuing storage location is warehouse managed. a Transfer Request is generated to request the picking of goods from the warehouse to the issuing party. Copyright © United Nations 66 . transaction LS26). Goods issued in Inventory Management will create a requirement to transfer goods in the warehouse (refer for example to the report screen shot.

Goods Issue starts in Inventory Management with the Inventory Manager issuing goods. Using this document the user can specify the bin from which the material has to be picked.High Level Process: Goods Issue and Picking Transfer Transfer Transfer Reservation Transfer Request Goods Issue Transfer Order Request Goods IssueOrder Order Confirmation The Transfer Order is initiated from the Transfer Request. Copyright © United Nations 67 .

the Transfer Order Confirmation completes the process and indicates the completion of the picking process.High Level Process: Goods Issue and Picking Transfer Transfer Transfer Reservation Transfer Request Goods Issue Transfer Order Request Goods IssueOrder Order Confirmation Once the material is picked and issued out physically. The Warehouse Operator confirms that the goods have been picked and are no longer in the bin. Copyright © United Nations 68 .

T-code LS26).High Level Process: Goods Issue and Picking Transfer Transfer Transfer Reservation Transfer Request Goods Issue Transfer Order Request Goods IssueOrder Order Confirmation After goods are confirmed on the Transfer Order. they are no longer reflected in the bin in the warehouse (refer for example to the report warehouse stock overview. Copyright © United Nations 69 .

the new source bins are noted in the TO printed form Away Same as Put 7 After the TO is executed it is to be confirmed in Umoja. notifies the warehouse staff for executing the transfer order 4 Warehouse User review the list of Transfer Orders that have to be executed in WH Same as Put Away 5 Warehouse User prints the Transfer Orders to be executed Same as Put Away Warehouse User executes the physical picking of the items. determines the source storage bins. executes the Umoja reports to list the open Transfer Requirements for picking Away Warehouse Senior User analyses the WH stock. date. If the items have to be picked from a different WH Same as Put 6 area. However. the system proposal can be overwritten. if required.Detailed Process: Picking Goods from Warehouse The system is set up in order to propose the source location in the warehouse based on FIFO. 2 owner). The detailed steps in the Picking process are illustrated below. Warehouse Senior User Warehouse User Analyze Create Check Issued Check Open Print Execute Confirm Stock Transfer Items for Transfer Transfer Transfer Transfer Report to Order for Picking Orders Order Order Order Determine Picking 1 2 3 4 5 6 7 Warehouse Senior User plans the WH activities based on outstanding Transfer Requirements for put-away. based on the items that needs to be picked (commodity. picking Same as Put 1 and internal WH movements. can combine multiple goods issues for picking and generate pick list Warehouse Senior User creates the Transfer Order in Umoja to order the picking of the goods in the selected 3 storage type. section and bin. The Stock Card is updated Away Copyright © United Nations 70 .

Copyright © United Nations 71 . populate the following fields: • Warehouse No. The list of storage types and bins where the requested material is available for picking is displayed. • Material (as per goods issue) • Plant (as per goods issue) • Storage Location (as per goods issue) Click the Enter icon.Detailed Process: Picking Goods from Warehouse Analyze Create Check Issued Check Open Print Execute Confirm Stock Transfer Items for Transfer Transfer Transfer Transfer Report to Order for Picking Orders Order Order Order Determine Picking T-code: LS24 For material specific -option 1.

e. (mandatory) • Storage Type • Storage Bin • Plant • Goods Receipt Date Note: The “Dynamic Selection” can be used to select additional criteria.g. populate the following fields. in order to restrict the selection. The list of materials in storage types and bins is displayed.Detailed Process: Picking Goods from Warehouse Analyze Create Check Issued Check Open Print Execute Confirm Stock Transfer Items for Transfer Transfer Transfer Transfer Report to Order for Picking Orders Order Order Order Determine Picking For all materials -option 2.: • Warehouse No. Click the Execute icon. as applicable. Copyright © United Nations 72 .

Detailed Process: Picking Goods from Warehouse Analyze Create Check Issued Check Open Print Execute Confirm Stock Transfer Items for Transfer Transfer Transfer Transfer Report to Order for Picking Orders Order Order Order Determine Picking T-code: LT06 Populate the following fields in the Basic Data tab: • Material Document No: Material document number created in previous steps • Material Document Year: Year of the material document created in previous steps • Warehouse Number • Foreground/ Background/System-Guided: The system defaults the control as System-Guided Don’t change it Click the Enter icon. Copyright © United Nations 73 .

The system will take you to a new screen where you shall specify the exact warehouse location where the material is to be picked. Copyright © United Nations 74 . Click the Stock removal Foreground button.Detailed Process: Picking Goods from Warehouse Analyze Create Check Issued Check Open Print Execute Confirm Stock Transfer Items for Transfer Transfer Transfer Transfer Report to Order for Picking Orders Order Order Order Determine Picking The following screen displays.

Click the Enter icon. Copyright © United Nations 75 . The system may issue a warning message “Check your entries”. the user can manually update the system proposal).Detailed Process: Picking Goods from Warehouse Analyze Create Check Issued Check Open Print Execute Confirm Stock Transfer Items for Transfer Transfer Transfer Transfer Report to Order for Picking Orders Order Order Order Determine Picking Click the Stock removal Background icon (picking using FIFO strategy in WM) ) or Stock removal Foreground icon (picking using FIFO. Click the Save button.

Transfer Requirement C. Posting Change Copyright © United Nations 76 . which document is created in order to pick the goods in the warehouse? Select the correct option. Goods Receipt B.Learning Checkpoint 1 Following a goods issue performed in a storage location that is warehouse managed. Transfer Order D. A.

Goods Receipt B. which document is created in order to pick the goods in the warehouse? Select the correct option. Posting Change Option C is the correct answer.Learning Checkpoint 1 Following a stock transfer performed in a storage location that is warehouse managed. a Transfer Order is created in order to pick the goods in the warehouse. Transfer Requirement C. Transfer Order D. Following a stock transfer performed in a storage location that is warehouse managed. A. Copyright © United Nations 77 .

called Transfer Requirement. an Umoja document. This document is used to indicate the location from which the goods are to be picked • Once the goods are issued from the bin physically. is generated to pick the goods from the warehouse • A Transfer Order (TO) is initiated from a Transfer Requirement.Module 3 Summary The key points covered in this module are listed below: • The Picking Goods process is performed when issuing goods from a storage location that is warehouse managed • The high-level steps in the Goods Issue and Picking process • Goods issued from a storage location disappears from stock (storage location level) but not from the warehouse level (not at bin level) • If the receiving storage location is warehouse managed. the Transfer Order Confirmation indicates the completion of the Picking process Copyright © United Nations 78 .

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 79 .

Module 4 Objectives After completing this module. you will be able to: • Explain the Move Goods internally – following a stock transfer in inventory management – Following the need of physically moving goods in the warehouse • Manage the creation or deletion of bins Copyright © United Nations 80 .

Copyright © United Nations 81 . Move Goods Process Initiated in the Warehouse In this case. the Move goods process is triggered by the change of the stock status (e. In these scenarios. there is a transfer posting from storage location to storage location. There are different modalities of performing the Transfer Order creation depending on the scenario. stock transfer from unrestricted to blocked or viceversa). This process is known as Posting Change.g.High Level Process: Move Goods in Inventory/Warehouse Different scenarios for the Move Goods Process: Move Goods Process Initiated in Inventory Management In some cases. In other cases. the trigger for this process is the need of changing the physical location of goods internally in the warehouse. the Move Goods is an integrated process between Inventory Management and Warehouse Management since some steps are performed in Inventory management first and then reflected in Warehouse Management.

High Level Process: Move Goods in Inventory/Warehouse The high-level steps in the Move Goods process when initiated in Inventory are given below (Posting Change): Inventory User Inventory User 1 2 Inventory Management Reservation Goods Issue Automatically Warehouse Senior User Warehouse User Warehouse 3 4 5 Management Transfer Order Posting Change Notice Transfer Order Confirmation Note: Depending on the type of stock transfer: • The Reservation step may not be required in most of the cases • The Transfer Order Confirmation may not be required (automatic confirmation) Copyright © United Nations 82 .

Copyright © United Nations 83 . the system creates a negative quant for the material that is to be booked out and a positive quant for the material that is to be booked in. simultaneously a posting change in the Warehouse is triggered. the system creates a Posting Change Notice in the WMS. Based on the posting change in MM-IM. In the logical interim storage area for posting changes (posting change area).Posting Change Concept By executing a posting change in IM for a material that is also managed in the warehouse. The list of posting change notices to be processed can be displayed.

Posting Change Concept
To execute the posting change in the WMS, create a transfer order for a posting change
notice. The single item in the posting change notice becomes an item pair in the
transfer order:
• First TO item to move the stock to the logical posting change interim storage area
• Second TO item to move the stock, with a different status, either:
- To the original storage bin (posting change at storage bin): The movement is
a purely logical one within the WMS. No physical move of the material stocks in
the warehouse, simple change of the material status in the system
- To another storage bin (posting change to another storage bin): e.g., to release a
material from quality inspection stock and put it away in another section of the
warehouse complex

Copyright © United Nations 84

Detailed Process: Move Goods in Inventory/Warehouse
The detailed steps in the Move Goods process are illustrated below.

WH Senior U. Warehouse User

Create Transfer Check Open
Print Transfer Execute Confirm
Order(s) in Transfer
Order Transfer Order Transfer Order
Umoja Orders

1 2 3 4 5

Warehouse Senior User creates the Transfer Order in Umoja to either reflect a stock transfer in
1 Inventory Management (Posting Change) or to transfer goods physically in a different location in
the warehouse
Same as Put
2 Warehouse User review the list of Transfer Orders that have to be executed in WH Away
Same as Put
3 Warehouse User prints the Transfer Orders to be executed Away
Same as Put
4 Warehouse User executes the physical transfer of the items Away
Same as Put
5 After the TO is executed it is to be confirmed in Umoja. The Stock Card is updated Away

Copyright © United Nations 85

Detailed Process: Move Goods in Inventory/Warehouse
Create Transfer Check Open
Print Transfer Execute Confirm
Order(s) in Transfer
Order Transfer Order Transfer Order
Umoja Orders

“Posting Change” case: Create Transfer Order(s) in Umoja following stock transfers in Inventory
Management (e.g., from unrestricted stock to blocked stock).

In this case, Warehouse Senior User creates the Transfer Order in Umoja with reference to the material
document (e.g., stock transfer); the Transfer Order is automatically confirmed. No need to further
process it.

T-codes:
• LU04 (list pen Posting Changes)
• LT06 (TO for transfer posting)

Copyright © United Nations 86

Click the Save button Copyright © United Nations 87 . The system displays an overview screen.Detailed Process: Move Goods in Inventory/Warehouse Create Transfer Check Open Print Transfer Execute Confirm Order(s) in Transfer Order Transfer Order Transfer Order Umoja Orders On the initial screen. you will find a number of storage types and select the Storage Type from where you would like stock to be moved. populate the following fields: • Material Document No: Material document number created in previous steps • Material Document Year: Year of the material document created in previous steps • Warehouse Number • Foreground/ Background/System-Guided: The system defaults the control as System-Guided. Don’t change it Click the Enter icon.

Detailed Process: Move Goods in Inventory/Warehouse Create Transfer Check Open Print Transfer Execute Confirm Order(s) in Transfer Order Transfer Order Transfer Order Umoja Orders Enter the Destination information: • Destination storage type • Destination storage section (optional) • Destination storage bin Click the Enter icon. Note: If the Transfer posting includes multiple line items. Copyright © United Nations 88 . the system will take you to a new screen where you can repeat the above steps for the new item.

In this case. Warehouse Senior User creates the Transfer Order in Umoja indicating the source bin and the destination bin. T-code: LT01 Copyright © United Nations 89 .Detailed Process: Move Goods in Inventory/Warehouse Create Transfer Check Open Print Transfer Execute Confirm Order(s) in Transfer Order Transfer Order Transfer Order Umoja Orders Warehouse Internal move case: Create Transfer Order(s) in Umoja to move goods from one bin to another in the warehouse.

Detailed Process: Move Goods in Inventory/Warehouse Create Transfer Check Open Print Transfer Execute Confirm Order(s) in Transfer Order Transfer Order Transfer Order Umoja Orders On the initial screen. Copyright © United Nations 90 . populate the following fields: • Warehouse No • Movement Type • Material Number • Quantity • Quantity Unit • Plant • Storage Location • Batch (if applicable) Click the Enter icon.

Enter the following input data: • Source and destination storage type • Source and destination storage section • Source and destination storage bin Click the Enter icon. Copyright © United Nations 91 .Detailed Process: Move Goods in Inventory/Warehouse Create Transfer Check Open Print Transfer Execute Confirm Order(s) in Transfer Order Transfer Order Transfer Order Umoja Orders The system will take you to the Transfer Order data entry screen. Click the Save/Posting button.

based on the results of his analysis on the space and bins status in the system. etc.Detailed Process: Manage Bins The Manage Bins process is triggered by the need of creating new storage bins or delete no longer used storage bins. can further check the bins status executing for instance the Empty Bins report. decides to 2 review the bins status in the system in order to optimize the space allocation. after performing for instance a visual inspection of the warehouse. note that in order to delete a bin. 5 may display/change or delete storage bins. based on the results of his analysis on the space and bins status in the system. this must be empty Copyright © United Nations 92 . The Warehouse Senior User. The detailed steps in the Manage Bins process are illustrated below. Warehouse Senior User Warehouse Display/ Execute Bins Execute Empty Create New Visual Change/Delete Status Report Bins Report Bins Inspection Existing Bins 1 2 3 4 5 Following regular inspections/changed or new type of goods/change of the warehouse layout. the 1 Warehouse Senior User undertakes a revision of the existing storage bins The Warehouse Senior User. 3 to identify empty bins that can be utilized or that should be deleted The Warehouse Senior User. 4 may decide to create new storage bins The Warehouse Senior User.

Detailed Process – Manage Bins Warehouse Display/ Execute Bins Execute Empty Create New Visual Change/Delete Status Report Bins Report Bins Inspection Existing Bins T-code: LX03 On the initial screen. Copyright © United Nations 93 . populate the following fields: • Warehouse No • Storage type Click the Execute icon or press F8 to run the report.

It also displays the empty bins. It shows a list of bins with their stock figures etc. Copyright © United Nations 94 .Detailed Process – Manage Bins Warehouse Display/ Execute Bins Execute Empty Create New Visual Change/Delete Status Report Bins Report Bins Inspection Existing Bins The Bin Status Report is displayed.

populate the following fields: • Warehouse No • Storage type Click the Execute icon or press F8 to run the report.Detailed Process – Manage Bins Warehouse Display/ Execute Bins Execute Empty Create New Visual Change/Delete Status Report Bins Report Bins Inspection Existing Bins T-code: LX01 On the initial screen. Copyright © United Nations 95 .

Detailed Process – Manage Bins Warehouse Display/ Execute Bins Execute Empty Create New Visual Change/Delete Status Report Bins Report Bins Inspection Existing Bins A list with empty bins for the selected storage type is displayed. Copyright © United Nations 96 .

in the next screen. Populate the following fields: • Warehouse No • Storage type • Storage bin name to be created Click the Enter icon.Detailed Process – Manage Bins Warehouse Display/ Execute Bins Execute Empty Create New Visual Change/Delete Status Report Bins Report Bins Inspection Existing Bins T-code: LS01N Note: Transaction to change a bin is LS02N. transaction to display a bin is LS03N. Save the newly created bin.Bulk Bin. Copyright © United Nations 97 . Populate the Storage Section and Bin Type = B1.

Learning Checkpoint 1 Following a stock transfer from stock type unrestricted to blocked. performed in a storage location that is warehouse managed. Posting Change Copyright © United Nations 98 . Transfer Requirement C. A. which document is created in order to update the warehouse data? Select the correct option. Transfer Order D. Goods Receipt B.

A. The Posting Change is processed with a Transfer Order. a Posting Change document is created in order to update the warehouse data. Transfer Requirement C. Following a stock transfer performed in a storage location that is warehouse managed. performed in a storage location that is warehouse managed. Posting Change Option D is the correct answer. Copyright © United Nations 99 . Goods Receipt B.Learning Checkpoint 1 Following a stock transfer from stock type unrestricted to blocked. which document is created in order to update the warehouse data? Select the correct option. Transfer Order D.

LX02 D. LT01 C.Learning Checkpoint 2 Which is the transaction for creating a new storage bin? Select the correct option. A. LS24 Copyright © United Nations 100 . LS01N B.

LX02 D.Learning Checkpoint 2 Which is the transaction for creating a new storage bin? Select the correct option. LT01 C. LS01N B. Copyright © United Nations 101 . The transaction for creating new bins is LS01N. A. LS24 Option A is the correct answer.

only if empty) Copyright © United Nations 102 . created. This document is to record the transfer of goods from one bin to another bin in the warehouse. This document is to align inventory management data and warehouse data and does not need to be confirmed. displayed.Module 4 Summary The key points covered in this module are listed below: • The Move Goods internally process is performed when a) there is a stock transfer in Inventory Management or b) when there is the need to move physically the goods in the warehouse. • The storage bins can be listed. changed and/or deleted (the latter. • A Transfer Order (TO) can be initiated directly in the warehouse . • The high-level steps in the Move Goods process • A Transfer Order (TO) can be initiated from a Posting Change.

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 103 .

you will be able to: • Explain the Disposal process in the Warehouse Copyright © United Nations 104 .Module 5 Objectives After completing this module.

Disposal Process: Sample Process Copyright © United Nations 105 .

confirm TO (LT12) Away Copyright © United Nations 106 . the Warehouse Senior User create TO for segregating the goods in Same as Move 1 a dedicated WH area (LT01) Goods Same as Put 2 The Warehouse User print TO for moving goods to disposal area (LT31) Away 3 The Warehouse User. Detailed Process: Disposal Process The Disposal process is triggered by the identification of damaged. in line with the approved disposal Picking Goods 5 notification – this is in line with the goods issue for scrap document (LT06) Same as Put 6 The Warehouse User print TO for scrapping goods (LT31) Away Same as Put 7 The Warehouse User. Same as Move for instance. Warehouse User Create TO for Print TO for Confirm TO Create TO to Segregating Moving for Moving Create TO for Print TO for Confirm Align IM and Goods in a Goods to Goods to Final Disposal Execution TO WM WH Area Disposal Area Disposal Area 1 2 3 4 5 6 7 Following the identification of damaged goods. confirm TO (LT12) Same as Put Away The Warehouse Senior user performs the Transfer Order required to confirm the posting change in WH 4 management with reference to the Transfer Posting Material document. the Inventory user performed a stock transfer from Unrestricted stock to blocked stock (LT06) Goods Same as The Warehouse Senior User creates a TO as a order to dispose the items. Once the disposal action and method are approved. this example refers to disposal from stock via scrap. the disposal process in the warehouse is performed. this step is required in all cases where. The disposal process is an integrated process between Inventory management and Warehouse management since some steps. Warehouse User WH Senior U. after scrapping goods. like goods transfer from unrestricted stock or goods issue to scrap are performed in Inventory Management and in Warehouse Management. expired or obsolete items requiring disposal. WH Senior U. after moving the goods to the disposal area.

LS01N.Learning Checkpoint 1 Which transactions are typically used in a Disposal Process? Select the correct option. LS24 B. LS02N. LX01. LI21. LT12 C. LX02. LX17 Copyright © United Nations 107 . LX03 D. LT31. LT01. LT06. LI20. A.

LT31. LI21. LT06. LT12 C. LT06. LS24 B. Copyright © United Nations 108 . LX03 D. LX02. LI20. LT01. LT31. LS01N. LX01. LS02N. LT12.Learning Checkpoint 1 Which transactions are typically used in a Disposal Process? Select the correct option. A. The transactions typically used in a Disposal Process are LT01. LX17 Option B is the correct answer.

expired or obsolete items requiring disposal • Once the disposal action and method are approved.Module 5 Summary The key points covered in this module are listed below: • The Disposal of Goods process is triggered by the identification of damaged. the disposal process in the warehouse is performed • The disposal process is an integrated process between Inventory management and Warehouse management since some steps. like goods transfer from unrestricted stock or goods issue to scrap are performed in Inventory Management and in Warehouse Management Copyright © United Nations 109 .

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 110 .

you will be able to: • Explain the Physical Count process in the Warehouse Copyright © United Nations 111 .Module 5 Objectives After completing this module.

The report is printed 1 in order to additionally serve as a reference in case of issues/discrepancies during or after the count 2 The Warehouse Senior User creates the warehouse count documents as per agreed plan and schedule 3 Warehouse User prints the physical count document as instructed by the Warehouse Senior User in order to perform the count 4 Warehouse User enters the count results In Umoja Warehouse Senior User executes the count difference report and performs the initial analysis of differences in order to determine 5 next steps 6 Warehouse Senior User initiates the recount as/if applicable 7 Property Control User Clear differences in Warehouse Management and 8 in Inventory Management Copyright © United Nations . Warehouse Senior User Warehouse User Warehouse Senior User Property Control User Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count Inbound Delivery Goods Receipt 1 2 3 4 5 6 7 8 The Warehouse Senior User executes a warehouse stock report to review and confirm the bins to be counted. The differences identified during the count have to be cleared both in Warehouse Management and in Inventory management.Detailed Process: Perform Warehouse Physical Count The Physical Count process is usually triggered by the regular schedule of counts in the warehouse. The physical count requires planning since the bins being counted are blocked for any movement in the warehouse until the difference are posted.

Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count T-code: LX02 Populate the following fields. in order to restrict the selection. Click the Execute icon. as applicable. e. Copyright © United Nations 113 . click the Dynamic Selection icon . (mandatory) • Storage Type • Storage Bin • Plant • Goods Receipt Date Note: To select additional criteria.g.: • Warehouse No.

Copyright © United Nations 114 .Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count The list of materials in storage types and bins is displayed.

Copyright © United Nations 115 . click the Dynamic Selection icon. • Storage type • Planned count date Note: To select additional criteria. Click the Execute icon.Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count T-code: L101N Populate the following fields: • Warehouse No.

The system will issue a message “The Inventory Record Number XXXXXXXX activated”. Populate the following fields: • Stor. Note the inventory record for use in the next steps of the process. click the Activate icon.Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count The next screen is displayed. Bin (these are the bins that will be counted) • Name of Counter When the bins to be counted have been included. Copyright © United Nations 116 .

Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count T-code: LI04 Populate the following fields: • Warehouse Number • Inventory record • Recount version: Populate this field if it is a recount • Printer: LOCL • List name: ZRLLI0400 (default) • Print report: ZRLLI0400 (default) Select the following check boxes: • Print list • Print immediately Note: The system will pre-populate the fields if this transaction is executed immediately after creation of the system inventory record (previous step). Copyright © United Nations 117 .

Copyright © United Nations 118 .Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count T-code: LI11N Populate the following fields: • Warehouse Number • Inventory record • Recount version: Populate this field if it is a recount • Count date: Date when the count was performed • Name of counter: It will be automatically populated with the user id of the user entering the count Click the Enter icon.

Click the Save icon.Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count The Enter Inventory Count: Overview screen is displayed. Enter the count results in the Counted quantity field for each storage bin. Copyright © United Nations 119 . Click the Enter icon Note: If there are differences. Click the Enter icon to confirm. Select the Zero check box for the storage bin where the count was zero. you will get a message on the screen to notify the % variance. Note the system message: Inventory count is added for inventory XXXXXXX.

Detailed Process: Perform Warehouse Physical Count
Execute
Create Executes Initiates
Report to Enter Clear Clear
Warehouse Print Count Count Recount
Review Count Differences Differences
Count Document Differences as/if
Bins for Results in WM in IM
Document Report Applicable
Count

T-code: LX17
Populate the following fields:
• Warehouse No.
• Storage type
• Storage bin: It is an optional field
Click the Execute icon. A report is generated with the
difference per storage type for the various bins.

Copyright © United Nations 120

Detailed Process: Perform Warehouse Physical Count
Execute
Create Executes Initiates
Report to Enter Clear Clear
Warehouse Print Count Count Recount
Review Count Differences Differences
Count Document Differences as/if
Bins for Results in WM in IM
Document Report Applicable
Count

T-code: LI14
Populate the following fields:
• Warehouse Number
• Inventory record

Click the Enter icon. The Start Recount: Initial
Screen is displayed. It displays a recount overview
report reflecting the recount variances and the total
US$ value difference.

Select the check boxes on the left side of the line
items (storage bins) which are to be recounted from
the list of various bins in that inventory record. Click
the Initiate Recount button

Copyright © United Nations 121

Detailed Process: Perform Warehouse Physical Count
Execute
Create Executes Initiates
Report to Enter Clear Clear
Warehouse Print Count Count Recount
Review Count Differences Differences
Count Document Differences as/if
Bins for Results in WM in IM
Document Report Applicable
Count

The Start Recount: Initial Screen is displayed. It displays a recount overview report reflecting the
recount variances and the total US$ value difference.

Select the check boxes on the left side of the line items (storage bins) which are to be recounted from
the list of various bins in that inventory record. Click the Initiate Recount button.

Note: To perform the
recount, please refer to
the steps followed for
the Enter Inventory
Count and enter the
recount version in
LI11N transaction.

Copyright © United Nations 122

The next screen is displayed. Copyright © United Nations 123 .Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count T-code: LI20 Populate the following fields: • Warehouse Number • Inventory record Click the Enter icon.

Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count Select the check boxes on the left side of all the storage bins for which you would like to clear the differences. Click the Write Off button. The system will display a message with number of bins cleared. if any. Copyright © United Nations 124 .

Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count T-code: ZLE_LI21 Note: The difference handling is different for serialized and not serialized materials. Copyright © United Nations 125 . For Serialized Materials there are a dedicated set of steps that are listed in next slide. Populate the following fields: • Warehouse Number • Storage type: 999 (this is a pre-definite value) • Storage bin: (blank) Click the Enter icon.

Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count The system displays the warehouse count differences that are still to be cleared in Inventory Management. Select the Clear Online Frgrnd check box. In the background. Copyright © United Nations 126 . a set of material and accounting documents are created. Note: The transaction either removes the extra material from the inventory or adds material to the inventory. Click the Write off button. A message is displayed by the system indicating that the quant is cleared. Select the check boxes on the left side of the line items that display the differences that are to be written off. Click the List from the top menu.

1. If you know the serial number. hence the individual serial numbers (missing or found) have to be indicated. a serial number may need to be created 3. else you can search it in the serial number list. Refer to next slides for details on dealing with differences for serialized materials Copyright © United Nations 127 . You can generate it for addition to stock (physical count results into a quantity higher than the quantity in the system) 6.Detailed Process: Perform Warehouse Physical Count Execute Create Executes Initiates Report to Enter Clear Clear Warehouse Print Count Count Recount Review Count Differences Differences Count Document Differences as/if Bins for Results in WM in IM Document Report Applicable Count Note: These steps apply in case as a result of the physical count there are differences for materials which are serialized. A pop up screen is displayed that specifies the Serial Number 5. To do so. These steps are required for Serialized Materials for which there are differences identified during the count. just select the create serial number automatically check box 4. a positive difference is detected (the counted quantity of the material is higher than the quantity in the system). Negative difference: enter the serial number in the Serial Number field for the physical count difference that is to be cleared. This will be the serial number that has not been found during the count 2. as a result of the physical count. If. you can specify.

for used equipment an alternative approach is to be identified Copyright © United Nations 128 . when entering the count the Inventory User will specify the serial numbers which are not found.Inventory Differences The inventory differences are: When the inventory difference relates to a serialized material. then some further investigation is to be carried out to determine the status of the item. a fixed asset master record is also required In cases where the counted quantity is less than the system quantity. In some cases. If it is a new item. the status of the corresponding equipment master records is automatically updated (from ESTO EQID to AVLB EQID). for instance. depending on their value. then it is possible to specify a new serial number when clearing the difference. but also individual serial numbers and equipment master records. further steps may be required involving the Asset Accountant In cases where the counted quantity is more than the system quantity. The reason for this is that the serialized items will have in Umoja not only a quantity and a value in the inventory. the equipment master record is to be manually activated. a distinction is required to determine if the equipment is new (no master record exists in Umoja) or it is. a used equipment returned to stock for which a master record already exists. When the difference are cleared.

goods issues haven’t been recorded in the system) • Depending on the specific scenario. the difference between system quantity and physical count quantity is related to transactions that haven’t been recorded or wrongly recorded.Inventory Differences The inventory differences are: In some cases. several corrective actions may be required • If the discrepancy is clearly due to missing system transactions. e.g. then an option to address this exception could be to complete the first count with the system quantities (only for the identified materials).g.: • Inventory differences may result into extra quantities found (e. perform the missing transactions and recount only the specific items Copyright © United Nations 129 .g. goods receipts haven’t been recorded in the system) or less quantity found (e.

Inventory User B.Learning Checkpoint 1 Which is the relevant enterprise role for clearing the differences resulting from the warehouse count? Select the correct option. Warehouse Senior User C. Asset Accountant Copyright © United Nations 130 . Property Control User D. A.

Asset Accountant Option C is the correct answer. Copyright © United Nations 131 . Property Control User D. Warehouse Senior User C. The relevant enterprise role for clearing the differences resulting from the warehouse count is the Property Control User. A. Inventory User B.Learning Checkpoint 1 Which is the relevant enterprise role for clearing the differences resulting from the warehouse count? Select the correct option.

based on the differences detected. the first count may be followed by one or several recounts • The differences detected during the count need to be cleared in Umoja.Module 6 Summary The key points covered in this module are listed below: • The Warehouse physical count process is performed regularly at the intervals required to account for correct quantity and value of inventory • The count is carefully planned and staffed since the counted bins are blocked (do not accept transactions) until the warehouse differences are posted • The enterprise roles involved in performing a warehouse physical count in Umoja are Warehouse Senior User. Warehouse User and Property Control User • If need be. both in Warehouse Management and in Inventory Management Copyright © United Nations 132 .

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 133 .

Course Summary The key points covered in this module are listed below: • The full scope of Umoja includes implementation of two solutions: Inventory Management and Warehouse Management • In Inventory Management. warehouses are created based on business decisions • The Inbound Goods process is performed when receiving goods from commodity vendors and shipment from other locations • The Picking Goods process is performed when issuing goods from a storage location that is warehouse managed Copyright © United Nations 134 . storage locations are location based • In Warehouse Management.

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 135 .

Click the Submit button once you have completed the assessment Copyright © United Nations 136 .Course Assessment Now that you have completed all the modules in this course. you can test your knowledge by completing the Course Assessment. you must pass this assessment with a minimum score of 90%. Click the Start link of the course assessment 5. To complete the assessment you must return to the Learning Management System: 1. Log into Inspira 2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning 3. Search for the name of the course under the My Learning Activities section 4. To receive credit for completing this course.

Agenda Course Introduction Module 1: Warehouse Management Overview Module 2: Put-Away Goods Module 3: Pick Goods Module 4: Move Goods Internally and Manage Bins Module 5: Execute Disposal of Goods Module 6: Perform Physical Count in Warehouse Course Summary Course Assessment Course Survey Copyright © United Nations 137 .

Course Survey Your feedback is important to the continuous improvement of our training program. Please complete the evaluation for this course using the following steps: 1. Log into Inspira 2. Search for the name of the course under the My Learning Activities section 4. Click the Submit button once you have completed the course survey Copyright © United Nations 138 . Navigate to Main Menu -> Self-Service -> Learning -> My Learning 3. Click the Start link of the course survey 5.

Copyright © United Nations 139 .Congratulations! You have successfully completed the Umoja Warehouse Management course.