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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

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

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Ground Rules
Please consider the following guidelines during the training session:
• Turn your cell phone to silent mode. 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. 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

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Course Overview
The purpose of the Warehouse Management course is to explain the Warehouse
Management process at UN.

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

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Course Objectives
After completing this course, 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

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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

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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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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, picking and movement of goods in the
warehouse
User • Initiates physical warehouse counts
• Manages storage bins

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Material Master
The Material Master Data is a Master Data record that contains information about the
products procured, stored and shipped by UN. It determines how the material will be
managed from initial requisitioning through to downstream processes such as receiving
and inventory management. 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. Matches the Product Category


equivalent UNSPSC classification Example: 45111600
(Projectors, Supplies) Material or
Service Master

Inspection, Batch Management, Material Characteristics


Serialization criteria, Material Type Example: Serialization Flag

GL Account Code derived from product


Financial Characteristics
category, Asset and/or Equipment
Example: General Ledger
Assignment, Valuation Class

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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.

All materials in Logistics Execution are


procured using the Material Master
Record and managed in Inventory.
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, installed, Fixed Assets are UN materials that have a financial
maintained, operated, 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.
Master Record for that item.
What is due for maintenance? What is the depreciation expense for the period?
Where/with whom is the equipment?

Per IPSAS, equipment over IPSAS threshold are also considered fixed assets and
would have both an Equipment Master and Asset Master Record for that item.
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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, 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, but has not yet
arrived at the receiving plant
• It is included in the valuated stock
of the receiving plant

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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, 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

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Umoja Logistics: IM & WM
Umoja will act as both an Equipment and Inventory Management solution as well as a
financial one. Full scope of Umoja Logistics Execution includes Inventory Management as
well as a Warehouse Management solution.

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. Reflects the structure of a
quantity and value basis, at the storage warehouse and monitors the allocation of
location level storage bins, and any transfer transactions
• Includes planning, entry and within the warehouse
documentation of stock movements • Manage the flow of goods within a
(Goods Receipt, Goods Issue, Physical physical structure. Enables the user to
Stock Transfer, 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

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Logistical Structure within Umoja
A plant is the location where materials are produced, purchased, stored, inventoried,
shipped, received and valuated or from which services are provided.

A storage location reflects the inventory owned by a particular Funds Center in a plant. It
also reflects the geographical locations that fall within the same plant.
• One Funds Center can therefore have multiple storage locations
• However, no two Funds Center can share the same storage location
• Materials in inventory are managed in storage locations

PLANTS:
• Peacekeeping Mission, Special Political Mission
• UNHQ
• OAHs (UNON, UNOG, UNOV, etc)
Plant
• Entities (UNEP, UN-HABITAT, 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.e. Section)

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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. Warehouse
Warehouse to separate ownership of goods. They represent separate areas, 002
that are not divided into bins.

Storage Locations:
• For IM only inventories, it will reflect the location as well
• For WM inventories, 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. Inventories from multiple storage locations that are physically co-located can be managed
in one Warehouse. Transit Location (Virtual)
Note: All Inventories must be converted against a predefined logistics structure. Plants and Storage
Locations have to be defined prior to loading all inventories and they will be loaded with reference
to these defined structures.
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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

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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).

Stocking Storage Locations (ex. Medical Section, Facilities Management, etc.)


• Material/Inventory is physically stocked and managed at these storage locations
• Linked to one Funds Center/Plant, reflecting ownership and deriving financial postings

Note: For technical reasons, 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). Accordingly, a specific storage location (A000) is available for this purpose in each plant.

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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

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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 storage type is configured based on spatial, 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. 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 system
manages different batches of a material as different quants

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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, we have the same setup for stationary
and household materials.

Extremely Bio- Fast moving Slow moving Storage


Corrosive Toxic
Dangerous hazard items items Section

Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin
Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin
Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin
Storage
Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin Stg. Bin
Stg. Bin Stg. Bin Stg. Bin Stg. Bin Bin
Stg. Bin Stg. Bin

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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

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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

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Inventory and Warehouse Views of Goods
In the IM view, goods are received to Storage Locations; inventory quantity, value,
Inventory Management

ownership and accounting aspects are updated.


Storage Location 7000 Storage Location 7100 Storage Location 7200

Funds Center 10013 Funds Center 10014 Funds Center 10015

In the WM view, the same goods are placed into Storage Bins to reflect detailed
Warehouse Management

physical location.
Storage Bin 1000 Storage Bin 2000 Storage Bin 3000

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Staging Area
A goods movement is always initiated in IM through a Goods Movement with a specific
Movement Type (e.g., 101 Goods Receipt). In WM, for every Movement Type there is a
system staging area. Staging areas are interim storage areas for goods in the warehouse
prior to physical put away, issue, etc.

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

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

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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, Picking strategy)
• Capacity checking (for maintaining weight of materials)
• Storage Unit Management (not tracking at quantity level, e.g. 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

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Putaway Strategies
For inbound and internal movements, the system uses user-defined controls to execute
the appropriate putaway strategies. Each warehouse is customized based on a
combination of three criteria.

This affects the stock placement and removal strategies and restricts the bins the user
can choose.

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

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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.

A. Storage section
B. Storage type
C. Storage bin
D. Warehouse number

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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.

A. Storage section
B. Storage type
C. Storage Bin
D. Warehouse number

Option C is the correct answer. A storage bin


indicates the exact position of the stored goods in
a warehouse storage type.

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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, storage locations are location based
• In Warehouse Management, warehouses are created based on business decisions
• The warehouse structure contains five basic elements: warehouse number, storage
type, storage section, storage bin and quant
• For inbound and internal movements, the system uses user-defined controls to
execute the appropriate placement and removal strategies
• For outbound movements, the system uses user-defined controls to execute the
appropriate picking strategy to assign the best picking location

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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

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Module 2 Objectives
After completing this module, you will be able to:
• Explain the Put-Away process in the warehouse

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

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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)

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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

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High Level Process: Goods Receipt and Put Away in Warehouse

Inbound Transfer Transfer Order


Goods Receipt Transfer Order
Delivery Requirement Confirmation

As you recall, an Inbound Delivery is a system document used to collect all shipment/delivery details
(similar to an Advanced Shipping Notice provided by freight forwarders).

The Inbound Delivery Monitor, accessible using the T-code VL06I, indicates the list of Inbound
Deliveries with expected delivery dates at a specific location. In case of Virtual Goods Receipt, the
Actual Goods Receipt date indicates the point at which the transfer of ownership occurs prior to the
arrival to the Receiving Area.

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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). The MIGO screen is given below.

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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, a system
document, called Transfer
Requirement, is generated
automatically to request the transfer
of goods from Inventory Management
to Warehouse Management.

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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. Using this document, you can specify the
final location of the goods and move the goods from the receiving area to the final bin location.
A TO screenshot with predefined bin strategy is given below.

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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
Transfer Order
Confirmation completes
the process and indicates
the completion of the Put
Away process.

The Warehouse User


confirms that the goods
are placed in the bin.

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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.


This can be used to verify that the
goods have been put away in the bin –
T-code LX03.

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Detailed Process: Put-Away in Warehouse
The detailed steps in the Put Away process are illustrated in the next slides.

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,
1 picking and internal WH movements; executes the Umoja reports to list the open Transfer Requirements

Warehouse Senior User analyses the items that needs to be put away (commodity, date, owner), the available
2 space in the system/with visual inspection, 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, section and bin; 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. 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. If the items have to be put away in a different
6 WH area, 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

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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.
• Source Storage type: For a list of open Put-Away Transfer
Requirements select Source Storage Type = 902; for a list of
open Picking Transfer Requirements, select the required
interim storage type, e.g., 911 (Goods Issue to Cost Center),
or 914 (Goods Issue to Order), or 916 (Shipping Area
Deliveries)
Ensure the Status Open checkbox is selected.

The list of open Transfer


Requirement is displayed along
with the related Material
Document (e.g., the Goods Receipt
Material Document).

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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.
• 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.

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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.

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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. Click the Stock removal Foreground button. The system will take
you to a new screen where you shall specify the exact warehouse location where the material is to be
stored.

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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), 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: Message “Check your entries” will be displayed below.

Click the Enter icon again. Click the Save icon to post the
Transfer order.
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.

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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, open, by date). Populate


the following fields:
• Warehouse No.
• Transfer Order number (if known)
Ensure that the Only open TO items check box is
selected.
Click the Execute icon. The list of open Transfer
Orders for execution is displayed.
To display the Transfer Order details, double click
the TO number.

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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; Z2 for printing multiple TO line items
• Printer: Recommend to use LOCL, this will print
on windows default printer
• Spool Control Data: 01 for printing immediately;
02 for creating the spool request

Click the Enter icon.

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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. Click the Print icon.

The pop-up box is displayed. Click the Print button.

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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.
The system displays the Transfer Order items to be confirmed. Click the
Confirm Internally button.
Click the Save button.

Note: If you receive a message


"Transfer order 0000000001
already confirmed...", the
Transfer Order may have been
automatically confirmed.

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Learning Checkpoint 1
If the receiving storage location is warehouse managed, an Umoja document, called
___________, is generated to request the transfer of goods from Inventory
Management to Warehouse Management.

Fill in the blank with the correct option.

A. Goods Receipt
B. Transfer Requirement
C. Transfer Order
D. TO Confirmation

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Learning Checkpoint 1
If the receiving storage location is warehouse managed, an Umoja document, called
___________, is generated to request the transfer of goods from Inventory
Management to Warehouse Management.

Fill in the blank with the correct option.

A. Goods Receipt
B. Transfer Requirement
C. Transfer Order
D. TO Confirmation

Option B is the correct answer. If the receiving


storage location is warehouse managed, an Umoja
document, called Transfer Requirement, is
generated to request the transfer of goods from
Inventory Management to Warehouse
Management.

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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, an Umoja document,
called Transfer Requirement, is generated to request the transfer of goods from
Inventory Management to Warehouse Management
• A Transfer Order (TO) is initiated from a Transfer Requirement. 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

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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

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Module 3 Objectives
After completing this module, you will be able to:
• Explain the Picking process following the issuance of goods from stock

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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)

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High Level Process: Goods Issue and Picking
The high-level steps in the Goods Issue and Picking process are given below.

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

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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

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High Level Process: Goods Issue and Picking
Transfer
Transfer Transfer
Reservation Goods Issue Goods IssueOrder Order
Request
Confirmation

Referring to the previously


created reservation, 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.

Goods Issue starts in


Inventory Management with
the Inventory Manager
issuing goods.

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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).

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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, the goods are no longer appearing in his/her
inventory as he/she has confirmed issuance.

Before After

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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.

Goods issued in Inventory


Management will create a
requirement to transfer goods in the
warehouse (refer for example to the
report screen shot, transaction
LS26).

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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. Using
this document the user can
specify the bin from which the
material has to be picked.

Goods Issue starts in Inventory


Management with the Inventory
Manager issuing goods.

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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 Transfer Order
Confirmation completes
the process and indicates
the completion of the
picking process.

The Warehouse Operator


confirms that the goods
have been picked and are
no longer in the bin.

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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,
T-code LS26).

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Detailed Process: Picking Goods from Warehouse
The system is set up in order to propose the source location in the warehouse based on FIFO. However, the
system proposal can be overwritten, if required. 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, picking Same as Put
1 and internal WH movements; executes the Umoja reports to list the open Transfer Requirements for picking Away

Warehouse Senior User analyses the WH stock; based on the items that needs to be picked (commodity, date,
2 owner), determines the source storage bins; 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; 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. If the items have to be picked from a different WH Same as Put
6 area, 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. The Stock Card is updated
Away

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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, populate the following
fields:
• Warehouse No.
• Material (as per goods issue)
• Plant (as per goods issue)
• Storage Location (as per goods issue)
Click the Enter icon.

The list of storage types and bins where the


requested material is available for picking is
displayed.

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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, populate the following fields, as


applicable, in order to restrict the selection, e.g.:
• Warehouse No. (mandatory)
• Storage Type
• Storage Bin
• Plant
• Goods Receipt Date
Note: The “Dynamic Selection” can be used to select additional
criteria.
Click the Execute icon.

The list of materials in storage


types and bins is displayed.

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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.

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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 Stock removal Foreground button. The system will take you to
a new screen where you shall specify the exact warehouse location where the material is to be picked.

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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, the user can
manually update the system proposal).
The system may issue a warning message “Check your
entries”. Click the Enter icon.
Click the Save button.

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Learning Checkpoint 1
Following a goods issue performed in a storage location that is warehouse managed,
which document is created in order to pick the goods in the warehouse?

Select the correct option.

A. Goods Receipt
B. Transfer Requirement
C. Transfer Order
D. Posting Change

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Learning Checkpoint 1
Following a stock transfer performed in a storage location that is warehouse managed,
which document is created in order to pick the goods in the warehouse?

Select the correct option.

A. Goods Receipt
B. Transfer Requirement
C. Transfer Order
D. Posting Change

Option C is the correct answer. 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.

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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, an Umoja document,
called Transfer Requirement, is generated to pick the goods from the warehouse
• A Transfer Order (TO) is initiated from a Transfer Requirement. 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, the Transfer Order Confirmation
indicates the completion of the Picking process

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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

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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

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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, the Move goods process is triggered by the change of the stock status (e.g. stock transfer from
unrestricted to blocked or viceversa). In other cases, there is a transfer posting from storage location to storage
location.
In these scenarios, 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. This process is known as Posting Change.

Move Goods Process Initiated in the Warehouse

In this case, the trigger for this process is the need of changing the physical location of goods internally in the
warehouse.

There are different modalities of performing the Transfer Order creation depending on
the scenario.

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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)

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Posting Change Concept
By executing a posting change in IM for a material that is also managed in the
warehouse, simultaneously a posting change in the Warehouse is triggered. Based on
the posting change in MM-IM, the system creates a Posting Change Notice in the WMS.

In the logical interim storage area for posting changes (posting change area), 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. The list of posting change notices to be
processed can be displayed.

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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

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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

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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)

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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, 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. The system displays an overview
screen, you will find a number of storage types and select
the Storage Type from where you would like stock to be
moved.

Click the Save button

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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,


the system will take you to a new screen where you can
repeat the above steps for the new item.

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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.

In this case, Warehouse Senior User creates the Transfer Order in Umoja indicating the source bin and
the destination bin.

T-code: LT01

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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, populate the following


fields:
• Warehouse No
• Movement Type
• Material Number
• Quantity
• Quantity Unit
• Plant
• Storage Location
• Batch (if applicable)

Click the Enter icon.

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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. Enter the following input data:
• Source and destination storage type
• Source and destination storage section
• Source and destination storage bin

Click the Enter icon.

Click the Save/Posting button.

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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. 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, after performing for instance a visual inspection of the warehouse, decides to
2
review the bins status in the system in order to optimize the space allocation, etc.
The Warehouse Senior User, can further check the bins status executing for instance the Empty Bins report,
3
to identify empty bins that can be utilized or that should be deleted
The Warehouse Senior User, based on the results of his analysis on the space and bins status in the system,
4
may decide to create new storage bins
The Warehouse Senior User, based on the results of his analysis on the space and bins status in the system,
5
may display/change or delete storage bins; note that in order to delete a bin, this must be empty

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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, populate the following


fields:
• Warehouse No
• Storage type

Click the Execute icon or press F8 to run the


report.

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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. It shows a list of bins with their stock figures etc. It also displays
the empty bins.

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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, populate


the following fields:
• Warehouse No
• Storage type

Click the Execute icon or press


F8 to run the report.

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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.

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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.

Populate the following fields:


• Warehouse No
• Storage type
• Storage bin name to be
created
Click the Enter icon.
Populate the Storage Section and
Bin Type = B1- Bulk Bin, in the next
screen.

Save the newly created bin.


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Learning Checkpoint 1
Following a stock transfer from stock type unrestricted to blocked, performed in a
storage location that is warehouse managed, which document is created in order to
update the warehouse data?

Select the correct option.

A. Goods Receipt
B. Transfer Requirement
C. Transfer Order
D. Posting Change

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Learning Checkpoint 1
Following a stock transfer from stock type unrestricted to blocked, performed in a
storage location that is warehouse managed, which document is created in order to
update the warehouse data?

Select the correct option.

A. Goods Receipt
B. Transfer Requirement
C. Transfer Order
D. Posting Change

Option D is the correct answer. Following a stock


transfer performed in a storage location that is
warehouse managed, a Posting Change document
is created in order to update the warehouse data.
The Posting Change is processed with a Transfer
Order.

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Learning Checkpoint 2
Which is the transaction for creating a new storage bin?

Select the correct option.

A. LS01N
B. LT01
C. LX02
D. LS24

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Learning Checkpoint 2
Which is the transaction for creating a new storage bin?

Select the correct option.

A. LS01N
B. LT01
C. LX02
D. LS24

Option A is the correct answer. The transaction for


creating new bins is LS01N.

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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 high-level steps in the Move Goods process
• A Transfer Order (TO) can be initiated from a Posting Change. This document is to
align inventory management data and warehouse data and does not need to be
confirmed.
• A Transfer Order (TO) can be initiated directly in the warehouse . This document is
to record the transfer of goods from one bin to another bin in the warehouse.
• The storage bins can be listed, displayed, created, changed and/or deleted (the
latter, only if empty)

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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

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Module 5 Objectives
After completing this module, you will be able to:
• Explain the Disposal process in the Warehouse

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Disposal Process: Sample Process

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Detailed Process: Disposal Process
The Disposal process is triggered by the identification of damaged, expired or obsolete items requiring disposal.
Once the disposal action and method are approved, the disposal process in the warehouse is performed; this
example refers to disposal from stock via scrap. 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.
WH Senior U. Warehouse User WH Senior U. 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, 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, after moving the goods to the disposal area, 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; this step is required in all cases where, Same as Move
for instance, 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, 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, after scrapping goods, confirm TO (LT12)
Away

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106
Learning Checkpoint 1
Which transactions are typically used in a Disposal Process?

Select the correct option.

A. LS01N, LS02N, LS24


B. LT01, LT06, LT31, LT12
C. LX02, LX01, LX03
D. LI21, LI20, LX17

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Learning Checkpoint 1

Which transactions are typically used in a Disposal Process?

Select the correct option.

A. LS01N, LS02N, LS24


B. LT01, LT06, LT31, LT12
C. LX02, LX01, LX03
D. LI21, LI20, LX17

Option B is the correct answer. The transactions


typically used in a Disposal Process are LT01, LT06,
LT31, LT12.

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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,
expired or obsolete items requiring disposal
• Once the disposal action and method are approved, 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

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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

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Module 5 Objectives
After completing this module, you will be able to:
• Explain the Physical Count process in the Warehouse

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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. The differences identified during the count have to
be cleared both in Warehouse Management and in Inventory management.
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 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

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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, as applicable, in order to
restrict the selection, e.g.:
• Warehouse No. (mandatory)
• Storage Type
• Storage Bin
• Plant
• Goods Receipt Date

Note: To select additional criteria, click the Dynamic


Selection icon .
Click the Execute icon.

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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.

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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.
• Storage type
• Planned count date

Note: To select additional criteria, click the Dynamic


Selection icon.

Click the Execute icon.

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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. Populate the following fields:


• Stor. Bin (these are the bins that will be counted)
• Name of Counter
When the bins to be counted have been included, click the Activate icon.
The system will issue a message “The Inventory Record Number XXXXXXXX activated”. Note the
inventory record for use in the next steps of the process.

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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).

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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.

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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. Select the Zero check
box for the storage bin where the count
was zero.

Click the Enter icon

Note: If there are differences, you will get a message on the screen to notify the % variance. Click the
Enter icon to confirm.
Click the Save icon. Note the system message: Inventory count is added for inventory XXXXXXX.

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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.

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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

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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.

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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. The next screen is displayed.

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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, if any. Click the Write Off button.

The system will display a message with number of bins cleared.

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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. 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.

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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 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. Select the Clear Online Frgrnd check box.
Click the Write off button.

Note: The transaction either


removes the extra material
from the inventory or adds
material to the inventory. A
message is displayed by the
system indicating that the
quant is cleared.
In the background, a set of
material and accounting
documents are created.

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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, hence the individual serial numbers (missing or found) have to be indicated.

These steps are required for Serialized Materials for which there are differences identified during the
count.
1. 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. If, as a result of the physical count, a positive difference is detected (the counted quantity of the
material is higher than the quantity in the system), a serial number may need to be created
3. To do so, just select the create serial number automatically check box
4. A pop up screen is displayed that specifies the Serial Number
5. If you know the serial number, you can specify, else you can search it in the serial number list.
You can generate it for addition to stock (physical count results into a quantity higher than the
quantity in the system)
6. Refer to next slides for details on dealing with differences for serialized materials

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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. The reason for this is that the serialized items will have in
Umoja not only a quantity and a value in the inventory, but also individual serial numbers and equipment
master records. In some cases, depending on their value, a fixed asset master record is also required

In cases where the counted quantity is less than the system quantity, when entering the count the
Inventory User will specify the serial numbers which are not found. When the difference are cleared, the
status of the corresponding equipment master records is automatically updated (from ESTO EQID to AVLB
EQID); further steps may be required involving the Asset Accountant

In cases where the counted quantity is more than the system quantity, a distinction is required to
determine if the equipment is new (no master record exists in Umoja) or it is, for instance, a used
equipment returned to stock for which a master record already exists. If it is a new item, then it is possible
to specify a new serial number when clearing the difference; the equipment master record is to be
manually activated; for used equipment an alternative approach is to be identified

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Inventory Differences
The inventory differences are:

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

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Learning Checkpoint 1
Which is the relevant enterprise role for clearing the differences resulting from the
warehouse count?

Select the correct option.

A. Inventory User
B. Warehouse Senior User
C. Property Control User
D. Asset Accountant

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Learning Checkpoint 1

Which is the relevant enterprise role for clearing the differences resulting from the
warehouse count?

Select the correct option.

A. Inventory User
B. Warehouse Senior User
C. Property Control User
D. Asset Accountant

Option C is the correct answer. The relevant


enterprise role for clearing the differences
resulting from the warehouse count is the Property
Control User.

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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, 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, both in
Warehouse Management and in Inventory Management

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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

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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, storage locations are location based
• In Warehouse 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

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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

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Course Assessment
Now that you have completed all the modules in this course, you can test your
knowledge by completing the Course Assessment.

To receive credit for completing this course, you must pass this assessment with a
minimum score of 90%.

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. Click the Start link of the course assessment
5. Click the Submit button once you have completed the assessment

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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

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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. Navigate to Main Menu -> Self-Service -> Learning -> My Learning
3. Search for the name of the course under the My Learning Activities section
4. Click the Start link of the course survey
5. Click the Submit button once you have completed the course survey

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Congratulations! You have successfully completed the
Umoja Warehouse Management course.

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