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Figure 33: Determining the Picking Location
If no storage location for picking is specified in the order item, the system
determinesthestoragelocationwhenitcreatestheoutbounddeliveryandcopiesit
intothedeliveryitem. Otherwise,thestoragelocationenteredintheorderitemis
used in the outbound delivery.
The system determines the picking location based on a rule defined in the
deliverytype. Thefollowingrulesareshippedinthestandardsystem:
• MALA:Thepickinglocationisdeterminedbasedontheshippingpoint,the
deliveringplant,andthematerial'sstorageconditiondefinedinthematerial
master.
• RETAandMARA:Theserulesaremainlyusedintradescenarios.
YoucanalsousethecustomerexitinSAPenhancementV02V0002toimplement
storage location determination.
Thepickinglocationsearchisactivatedforeachdeliveryitemcategory.
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SCM610 Lesson: Creating and Processing Outbound Deliveries
Figure 34: Determination of Door and Staging Area
Door or staging area determination cantake place at thedelivery header level,
dependingonthegoodsrecipientortherouteschedule.
Foreachdeliverytype,youcanspecifythecritieriausedinthedetermination.
Staging area determination can also takeplaceat thedelivery item level if the
storageconditions(materialmaster)arealsotakenintoaccount.
Notethatdifferentstagingareasatthedeliveryitemlevelleadtoatransferorder
splitbecausethestagingareaisaheaderfieldinthetransferorder.
Youcanuseuserexitsatthedeliveryheaderlevel(SAPenhancementV02V0003)
anddeliveryitemlevel(SAPenhancementV02V0004)toimplementyourown
determination.
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Unit4: TheGoodsIssueProcessbasedontheDelivery SCM610
Figure 35: ChangingandAdding to the Outbound Delivery
You can change or add to delivery documents after they have been saved.
However,informationsuchasship-topartiesandshippingpointscannolongerbe
changedonceyouhavecreatedtheoutbounddelivery.
For example, you could add itemsto the outbound delivery. These items may
refertootherorders(deliverorderfunction). Thesamesplitcriteriaapplytothe
additionalordersastothecombinationofordersduringcollectiveprocessing.
You can alsoadd items tothe outbounddeliverywithout referring to an order.
Forthisitem,thesystemdeterminesanitemtypeusingtheusualrules(seeunit
Controlling Elements of the Delivery).
Figure 36: Output in Shipping
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SCM610 Lesson: Creating and Processing Outbound Deliveries
Anoutput isacommunicationtoolthatsupportstheexchangeofinformation
between you and your partners.
Outputcanbesentfromdifferentobjects(forexample, anoutbounddelivery, a
groupof outbounddeliveries, ora handlingunit).
For example: Thedeliverynoteandthepackinglist arecreatedonthebasisof
the outbound delivery, and thefreight list on the basis of a group of outbound
deliveries.
Youcanmakeoutputdeterminationdependentupondifferentcriteria. Herethe
conditiontechniqueprovidesyouwithflexiblecontroloptions.
Withthistechnique,youtransmitthefeaturesoftheoutput: forexample,
• Howtheoutputissent(forexample,printout,fax,EDI)
• When the output is created (send time)
• Towhomtheoutputissent(partner/partner role)
• Forprintoutput: Towhichprintertheoutputwassent
Intheoutbounddelivery,thereisadistinctionbetweenheaderanditemoutput.
Header output refers totheentiredocument (forexample, delivery note); item
outputcanbecreatedforeachdocumentitem(forexample,inspectioncertificate).
Forhandlingunits,youcanprint,forexample,labelsorappendices.
Sampleformsareprovidedforoutputtypesinthestandardsystem. Youcanadapt
thesetosuityour own, company-specificrequirements.
Figure 37: Outbound Delivery Monitor
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Unit4: TheGoodsIssueProcessbasedontheDelivery SCM610
The outbound delivery monitor displays all deliveries that are still to be
processed or that have been processed.
Thereare numerouscriteriaforselecting therequired documents. The system
displaysalistoftheselectedoutbounddeliveries,andyoucanperformsubsequent
functionsfromthislist. Thisincludesprocessingoutputtypesforshipping,such
asthedeliverynote. Youcanalsocallupinformationinthedeliveryenvironment.
Youcandefineuser-specificvariants(selectionvariantsordisplayvariants)for
selecting and displaying documents.
Youcanalsousetheoutbounddeliverymonitortoexecuteimportantfollow-on
functionsincollectiveprocessinginthebackground(forexample,thecreationof
transferordersforpicking,orthepostingofgoodsissue).
You can use the inbound delivery monitor to monitor and execute inbound
delivery activities in the same way.
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SCM610 Lesson: Creating and Processing Outbound Deliveries
Exercise 6: Creating and Processing
Outbound Deliveries
Exercise Objectives
After completingthisexercise, youwillbeableto:
• Define additional staging areas and set up door and staging area
determination,
• Create several outbound deliveries at the same time using collective
processing,
• Describethecriteriaforordercombinationordeliverysplit,
• Checkthesettingsfordeterminationofthepickinglocation,
• Displaylistsofoutbounddeliveriesbeingprocessed.
Business Example
Prior to goods issue, picked deliveries are to be stored temporarily on a
customer-dependentbasisindifferentstagingareasinthegoodsissuearea. They
are then sent from specific doors.
Youonlycreateasingleoutbounddeliveryspecificallyforaparticularsalesorder
in exceptional circumstances. For your daily operations, you automate your
processesand deliver matching orderstogether. To do this, you work with the
worklistforshipping, whichiscalledthedeliverylist.
Whenyoucommencethepickingprocess,youshouldknowfromwhichstorage
locationthegoodsaretobetaken. Forautomaticstoragelocationdetermination,
boththephysicalstoragecriteriaandmaterialrequirementsforstorageconditions
play a role.
During shipping processing, you often need an overview of the outbound
deliveriesthat havebeen created. Youalsouselistsandworklistsfor different
shippingactivities,suchaspicking,loading,orpostinggoodsissue.
Task 1: Determination of Staging Area
Alldeliveriesforship-topartyT-L64A##aretobeplacedinoneareainthegoods
issueareaandaretoleaveyourwarehousefromonedoor.
1. Inwarehousenumber012,createanewstagingareaarea##(50+##)and
assign door A1 to it.
2. Set up determination for the newly created staging area for warehouse
number012 and ship-to partyT-L64A##.
Continued on next page
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Unit4: TheGoodsIssueProcessbasedontheDelivery SCM610
Task 2: Delivery Due List
1. Intheshippingpointthatprocesses“standard”operations,X0##,youwork
withthedeliverylisttocreateoutbounddeliveriesforsalesorders. Younow
wanttocreateoutbounddeliveriesforallordersthatareduetobeshipped
thisweek(fromthestartoftheweekuntiltoday).
Sinceyouwanttofullydeliversalesordersonly,choosethescenarioSales
orders for collective processing.
Ontheselectionscreen,makethenecessaryentriestoselecttheordersyou
want to deliver.
2. NowselectalltheproposedordersandchooseCreatedeliveryinbackground.
3. Displaythelog. Howmanydeliverieswerecreated?
Give a reason for the result.
4. Younowwanttolookatthelogforthiscollectiveprocessingrun,butyou
havealreadyleftthetransaction. Gotothelogandmaketheselectionusing
your user name.
Type of collective run: L
Started by: SCM610-##
Task 3: Determining the Picking Location
1. WhenyoudefinedtheshippingpointforrefrigeratedgoodsY0##,youused
the copy function and copied theentries into dependent tables. Thisalso
affected thesettings for determining thepicking location. Thesesettings
werealreadymaintainedforthecopysource(shippingpointX0##).
Checkthatthesamestoragelocationisdeterminedbothforshippingpoint
X0## as well as for shipping point Y0##.
Checkthefollowingcombinationsfordeterminingthestoragelocation:
Continued on next page
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SCM610 Lesson: Creating and Processing Outbound Deliveries
Shippingpoint Plant Storage Storagelocation
condition
Y0## 1200 Blank
Y0## 1200 01
Y0## 1200 02
Task 4: Outbound Delivery Monitor
1. Youwanttodisplayalloutbounddeliveriesthatwerecreatedthisweekin
your shipping point X0##.
Createalistofoutbounddeliveriesintheoutbounddeliverymonitor. Make
your selection using your shipping point X0## and the delivery creation
date (start of this week until today).
2. Sort thelist bydeliverydateindescendingorder.
3. Send the list to another group in theclass.
Display incoming mails: Office → Workplace → Inbox → Unread
Documents
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| Shippingpoint | Plant | Storage condition | Storagelocation |
|---|---|---|---|
| Y0## | 1200 | Blank | |
| Y0## | 1200 | 01 | |
| Y0## | 1200 | 02 |
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Unit4: TheGoodsIssueProcessbasedontheDelivery SCM610
Solution 6: Creating and Processing
Outbound Deliveries
Task 1: Determination of Staging Area
Alldeliveriesforship-topartyT-L64A##aretobeplacedinoneareainthegoods
issueareaandaretoleaveyourwarehousefromonedoor.
1. Inwarehousenumber012,createanewstagingareaarea##(50+##)and
assign door A1 to it.
a) Determine staging area and doors:
Create new staging area:
IntheIMG:LogisticExecution→Shipping→Picking→LeanWM
→ Define Material Staging Areas
Choose New entries
Warehousenumber: 012
Staging area: 50+##
Staging Area Text: Zone ##
Door: A1
Save.
2. Set up determination for the newly created staging area for warehouse
number 012 and ship-to party T-L64A##.
a) Set up determination of staging area:
IntheIMG:LogisticExecution→Shipping→Picking→Determine
DoorandMat.StagingAreas→DeterminebyShip-ToParty
Choose New entries.
Warehousenumber: 012
Customer: T-L64A##
Staging area: 50+##
Hint: Youonlyneedtoenteradoorhereifadifferentdooris
tobedeterminedtothedooralreadyassignedtothematerial
staging area.
Continued on next page
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SCM610 Lesson: Creating and Processing Outbound Deliveries
Task 2: Delivery Due List
1. Intheshippingpointthatprocesses“standard”operations,X0##,youwork
withthedeliverylisttocreateoutbounddeliveriesforsalesorders. Younow
wanttocreateoutbounddeliveriesforallordersthatareduetobeshipped
thisweek(fromthestartoftheweekuntiltoday).
Sinceyouwanttofullydeliversalesordersonly,choosethescenarioSales
orders for collective processing.
Ontheselectionscreen,makethenecessaryentriestoselecttheordersyou
want to deliver.
a) Processingthecollectiverunusingthesalesordersscenario:
Logistics → Logistics Execution → Outbound Process → Goods
Issue for Outbound Delivery → Outbound Delivery → Create →
CollectiveProcessingofDocumentsforShipment→SalesOrders
b) Ontheselectionscreen,makethenecessaryentriestoselecttheorders
you want to deliver.
Shipping Point: X0##
DeliveryCreationDate:: Startoftheweekuntiltoday
Execute
2. NowselectalltheproposedordersandchooseCreatedeliveryinbackground.
a) Choose New entries
3. Displaythelog. Howmanydeliverieswerecreated?
Give a reason for the result.
Answer: ChooseLog for DeliveryCreation
Thesystemcreatedatleasttwooutbounddeliveries.
Reason: Not all order items had the same split criteria. The orders have
different ship-to parties.
4. Younowwanttolookatthelogforthiscollectiveprocessingrun,butyou
havealreadyleftthetransaction. Gotothelogandmaketheselectionusing
your user name.
Continued on next page
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Unit4: TheGoodsIssueProcessbasedontheDelivery SCM610
Type of collective run: L
Started by: SCM610-##
a) Logistics → Logistics Execution → Outbound Process → Goods
Issue for Outbound Delivery → Outbound Delivery → Lists and
Logs → Collective Processing Log
Typeofcollectiverun: L
Started by: SCM610-##
→ Execute
Task 3: Determining the Picking Location
1. WhenyoudefinedtheshippingpointforrefrigeratedgoodsY0##,youused
the copy function and copied theentries into dependent tables. Thisalso
affected thesettings for determining thepicking location. Thesesettings
werealreadymaintainedforthecopysource(shippingpointX0##).
Checkthatthesamestoragelocationisdeterminedbothforshippingpoint
X0## as well as for shipping point Y0##.
Checkthefollowingcombinationsfordeterminingthestoragelocation:
Shippingpoint Plant Storage Storagelocation
condition
Y0## 1200 Blank
Y0## 1200 01
Y0## 1200 02
a) In the IMG: Logistics Execution → Shipping → Picking →
DeterminePickingLocation→AssignPickingLocations:
Shipping point Y0##
Shippingpoint Plant Storage Storage
condition location
Y0## 1200 Blank 0001
Y0## 1200 01 0001
Y0## 1200 02 0001
Continued on next page
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| Shippingpoint | Plant | Storage condition | Storagelocation |
|---|---|---|---|
| Y0## | 1200 | Blank | |
| Y0## | 1200 | 01 | |
| Y0## | 1200 | 02 |
| Shippingpoint | Plant | Storage condition | Storage location |
|---|---|---|---|
| Y0## | 1200 | Blank | 0001 |
| Y0## | 1200 | 01 | 0001 |
| Y0## | 1200 | 02 | 0001 |
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SCM610 Lesson: Creating and Processing Outbound Deliveries
Task 4: Outbound Delivery Monitor
1. Youwanttodisplayalloutbounddeliveriesthatwerecreatedthisweekin
your shipping point X0##.
Createalistofoutbounddeliveriesintheoutbounddeliverymonitor. Make
your selection using your shipping point X0## and the delivery creation
date (start of this week until today).
a) Delivery monitor: Outbound delivery list: Logistics → Logistics
Execution → Outbound Process → Goods Issue for Outbound
Delivery → Outbound Delivery → Lists and Logs → Outbound
Delivery Monitor.
Choose List Outbound Deliveries.
Choose Execute.
2. Sort thelist bydeliverydateindescendingorder.
a) Position thecursoron theDelivery datecolumn andchoose Sort in
Descending Order.
3. Send the list to another group in theclass.
Display incoming mails: Office → Workplace → Inbox → Unread
Documents
a) List → Send...
EnterSCM610-##astherecipientandchoosetherecipienttype: SAP
user name.
Choose Send
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Unit4: TheGoodsIssueProcessbasedontheDelivery SCM610
Lesson Summary
You should now be able to:
• Createoutbounddeliveriesusingcollectiveprocessing
• Define picking location determination
• Define the door and staging zones and determine them in the outbound
delivery
• Change and add to outbound deliveries
• Monitorshippingactivitieswithinthegoodsissueprocess
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SCM610 Unit Summary
Unit Summary
You should now be able to:
• Explainthedeterminationoftheoutbounddeliveryplant
• Describe shipping point determination
• Define route determination
• Configurethetransportationschedulingandusetherouteschedulefunction.
• Createoutbounddeliveriesusingcollectiveprocessing
• Define picking location determination
• Define the door and staging zones and determine them in the outbound
delivery
• Change and add to outbound deliveries
• Monitorshippingactivitieswithinthegoodsissueprocess
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UnitSummary SCM610
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Unit 5
Processes and Functions Based on
the Delivery
Unit Overview
The delivery document is the platform on which all shipping activities are
planned,executedandmonitored. Thisunitoffersanoverviewoftheprocesses
andfunctionsthatcanbeexecutedaspartofdeliveryprocessing.
Unit Objectives
After completing thisunit, you will beableto:
• Describethepickingprocessusingtransfer orders,
• Createtransferordersmanuallyandusingcollectiveprocessing
• Confirm transfer orders
• Define the term “packaging materials”,
• Describetheprocessformulti-levelpackinginSalesandDistribution
• Createpackinginstructionsanddeterminationrecordsforautomaticpacking
• Makethenecessarysettingsfordeterminingpermittedpackagingmaterial
• Explainthedifferentfollow-onprocessesforpackagingmaterial
• Post the goods issue
• DescribetheeffectthatthegoodsissuepostinghasonSalesandDistribution,
MaterialsManagement, andFinancialAccounting
• Cancel the goods issue posting
• ExplainhowtolinkQualityManagementwiththeshippingprocess.
• Explainhowbatchescanbespecifiedintheoutbounddelivery
• Demonstrateserialnumberassignmentintheoutbounddelivery
• Use pricing in the outbound delivery
• Splitanexistingdeliveryintoseveralsmallerdeliveries,
• Understandtheprocessof theproofof delivery.
Unit Contents
Lesson: Picking Outbound Deliveries.........................................97
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Exercise 7: Picking of Outbound Deliveries.............................107
Lesson: Packing Processes...................................................121
Exercise 8: Packing........................................................131
Lesson: Goods Issue...........................................................140
Exercise 9: The Goods Issue Posting and Its Effects .................147
Exercise 10: Canceling the Goods Issue................................153
Lesson: Special Functions for Processing Deliveries......................157
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SCM610 Lesson: Picking Outbound Deliveries
Lesson: Picking Outbound Deliveries
Lesson Overview
ThislessondiscussespickingintheSAPsystem. PickingismodeledintheSAP
system using transfer orders. Therefore, this lesson focuses on creating and
processingthesedocuments. Inthiscontext,youwillalsolearnaboutLeanWM,
its functions, and usage.
Lesson Objectives
After completingthislesson, youwillbeable to:
• Describethepickingprocessusingtransfer orders,
• Createtransferordersmanuallyandusingcollectiveprocessing
• Confirm transfer orders
Business Example
YoutakethefollowingintoaccountwhenyouconfiguretheSAPsystem: Inyour
company,youhaveafixedstoragebinfromwhichthematerialsarepicked. You
need to be able to print several outbound deliverieson onepick list, to enable
simpler picking
Figure 38: Picking
Pickingistheprocessofpreparinggoodsfordeliverytothecustomerwithspecial
attention paid to dates, quantity, and quality.
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Asettinginthedeliveryitemcategorydetermineswhether an itemisrelevant
for picking.
Often,pickingtakesplaceusingtheprintoutofapickinglist. SAPrecommends
thatyouusetheWarehouseManagementtransferorderfunctions. Forthispurpose,
youdonotneedtoimplementthecompleteWMsystem;LeanWMissufficient.
UsingLeanWarehouseManagementmeansusingasmallpartofthefunctions
providedbytheWarehouseManagementcomponent.
Withthehelpofoutputcontrolfortheoutbounddelivery, youcanalsotransmit
datatoasubsystemthatisimplementedforthepickingprocess.
Inthe standard configuration of the system, theprerequisitefor posting goods
issueisthatpicking-relevantitemsarecompletelypicked. Thismeansthatthe
deliveryquantityandthepickquantityintheoutbounddeliverymustbethesame.
Figure39: PickingProcessUsingWarehouseManagement/LeanWarehouse
Management
TouseWMinpicking(eitherfullWMorLeanWM),youcreateatransferorder
(TO).
The transfer order is a document with which the goods movements within a
warehouse complex can beinitiatedandmonitored. You create one or several
transferordersonthebasisoftheitemstobepickedusingWM.
Afterwards, you print out the transfer order. This step can be executed
automatically by the system.
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SCM610 Lesson: Picking Outbound Deliveries
Instead of printingthetransferorder asapickinglist, youcantransfer thedata
in the transfer order to an external system using portable data capture or to a
warehouse control unit.
By confirming the transfer order, you verify the quantities removed from
the warehouse. If you areworkingwitha confirmation requirement, youmust
performthisstepseparately. Ifthereisnoconfirmationrequirement,thesystem
automaticallyconfirmsthequantitieswhenyoucreatethetransferorder.
Then,youcanpostthegoodsissue. Thiscompletestheshippingprocess.
Figure 40: The Transfer Order
Atransferorderisaninstructiontomovematerialsfromasourcestoragebinto
adestinationstoragebinwithinawarehousecomplex.
Transport ordersincludethefollowing information.
• Material number
• Quantity to be moved
• Source and destination storage bin
Whenyoucreatethetransferorder,thesystemautomaticallycopiesthedelivery
quantityasthepickingquantityfromtheoutbounddeliverytothetransferorder.
Thepickingquantityintheoutbounddeliveryisenteredautomaticallywhenyou
createthetransferorder. InLeanWM,thepickingquantityisinitiallythesameas
the delivery quantity.
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Figure 41: WM versus Lean Warehouse Management
Ifyouhaveawarehousewithrandomstorage,youneedtousetheWMsystem
withfullfunctionality. Sinceamaterialcanbestoredindifferentstoragebinsor
even several storage bins at the same time, you must manage the storage bins
in the system.
The Lean Warehouse Management does not manage the storage bins and is
therefore more suitable for fixed bin storage. In a fixed bin storage area, a
particular material isalwaysinthesamestoragebin.
Toprintthestoragebininthepickingdocument,yousimplyhavetomaintainthe
respectivedatainthematerialmasterin theview“Storage1”. Maintenanceof
furtherwarehousedataandtheWarehouseManagementviewsisnotrequired.
SomeoftheWMfunctionsnotincludedinLeanWMare:
• Storage sections
• Reserve storage bins
• Strategies for putaway and picking
• Replenishment
• Inventory at storage-bin level
Thisconsiderablyreducesthetimeneededforimplementation.
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SCM610 Lesson: Picking Outbound Deliveries
Figure 42: Modeling theWarehouseStructurein Lean WM
Possible model of thewarehouse structure of a fixed bin in theSAP system
when using Lean WM.
ForLeanWM,youneedatleastonewarehousenumberandatleastonestorage
typefromwhich pickingtakesplace. Youalsoneed onestoragetypeinwhich
goods are stored (for example, picking storage type as source storage type,
shipping zone as destination storage type).
Inthepickingstoragearea,youcanhavestoragebinsgroupedtogetherfromthe
pointofviewofstockremoval(forexample,todistributetheworkloadevenly).
Pickingareascanbedefinedforeachwarehousenumberandstoragetype.
In addition to the picking area, there are other organizational units in the
warehouse. Thesearethestagingareasandthedoors. Theyaredefinedinthe
outbounddeliveryordeterminedbythesystemandtheycanalsobeprintedouton
the picking documents.
YoucanactivateLeanWMinCustomizingatthewarehousenumberlevel.
You assign a warehouse number to a combination of plant and storage type.
In this way, the organizational units in the warehouse are linked to Inventory
Management. Also,throughthisassignment,astatusforWMactivitiesisassigned
totherespective itemsin the outbounddelivery.
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Figure 43: Creating and Printing Transfer Orders
Thereareseveralwaysofcreatingatransferorder(TO).Theydifferonlyinthe
degree of automation involved.
In individual cases, you can create the transfer order as a follow-on function
from within the delivery.
Youcanalsocreatetransferordersexplicitly. Todothis,createthetransferorder
eitherwithreferencetoaspecificoutbounddelivery,orusethedeliverymonitor
tocreatetransferordersforseveraldeliveriesatthesametime.
The“automatic/directTO”procedureissuitableifyouwanttohavethetransfer
order created automatically from each outbound delivery, without manual
involvement or effort.
Using the collective processing procedure, you can group several outbound
deliveriestogetherforthepurposeofcreatingthetransferorders.
InWM,youhavethefollowingoptionsforprintingusingaprintcode:
• Single print: One page for each TO item (for example, item-by-item
processing in the warehouse)
• Combined print: One list for the entire transfer order (also called
“combined list”)
• Picklist: Onelistforseveraltransferordersthatwerecreatedincollective
processing
(also known as a “combined pick list”)
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SCM610 Lesson: Picking Outbound Deliveries
Figure 44: Automatic/Direct Transfer Orders
Ifyoudonotwanttoissuetheitemsofseveraloutbounddeliveriesinonepicking
list,werecommendtheautomaticordirectcreationoftransferorders.
You initiate this processing type through the output control of the outbound
delivery. Withtheconditiontechnique,youcanhavethesystemdetermineoutput
typeWMTAat theheaderlevel oftheoutbounddeliverywhenthedeliveryis
beingcreated. Theprerequisiteforthisisthatatleastoneitemoftheoutbound
deliveryis relevant for WM. Thecombination “Delivery type/Shippingpoint”
(firstaccess)or“Deliverytype”(secondaccess)isresponsiblefordeterminingthe
output in the standard system.
TheprocessingofoutputtypeWMTAtriggersthecreationofthetransferorder.
Depending on the send time of output type WMTA, you can have different
processing types:
• Automatictransferordercreation: Time1-3(processinglater)
In thiscase, the output is either processed via a selection program in the
background or manually using the transaction “Output from deliveries”,
which can also beplanned in thebackground. During automatic transfer
order creation, the output processis independentofoutbound delivery
creation.
• Directtransferordercreation: Time4(ProcessingImmediately)
Here,processingisinitiatedimmediatelyafteroutbounddeliverycreation.
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Figure45: CollectiveProcessingintheOutboundDeliveryMonitor
To optimize the picking process, you can also createa picking list for several
outbound deliveries. This list is then sorted, for example, by storage bin
or material, depending on the settings in Customizing. This simplifies to a
considerabledegreetheactualsearchworkforthepickerinthewarehouse.
Theprerequisiteforcreatingthepicking lististhatthetransfer ordershavenot
already been created individually.
Usethecollectiveprocessingproceduretocreatethesepickinglists:
• First, from theoutbound deliverymonitor, select theoutbound deliveries
and create a group for them.
• Then,createthetransferorderswithreferencetothegroup. Thiscreatesa
transferorderforeachoutbounddeliveryassignedtothegroup.
• Depending on the settings for print control, the picking list is printed
automatically by the system or manually by the pickerwho calls up this
function.
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SCM610 Lesson: Picking Outbound Deliveries
Figure46: DifferencesinPickingUsingWarehouseManagement
In picking, differencesmay occur between the quantity actually removed and
the deliveryquantity. However, youcan onlypost agoodsissueifthe picking
quantity and delivery quantity are the same.
Oneoptionistocopythepickingquantityasthedeliveryquantityandperform
apartialdelivery. Intheorder,thestatusissettopartiallydelivered,andanew
delivery is created for the remaining items.
Alternatively, you can choose subsequent picking. In this case, you create a
new transfer order for the difference.
Figure 47: Confirming Transfer Orders
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Whenyoucreatethetransfer order, thesystemsetsthedeliveryquantityasthe
pickingquantityandthepickingstatusissettoC(=fullypicked).
Ifyouwishtohavethesystemrecordthatthepickingprocedureiscomplete,you
can set up the confirmation requirement.
Youmustconfirmthetransferorderandthereforealsothepickedquantitiesbefore
the goods issue is posted.
If you have organized your warehouse so that picking causes changes to the
outbounddeliveryinonlyalimitednumberofcases,andtheconfirmationtakes
placeontime,youcanlimitthissteptothedeliveriestobechangedandalsowork
without the confirmation requirement.
During confirmation, it is possible to report differencesin quantities. You can
recordthecauseforthedifferenceinthesystembyenteringadifferenceindicator.
Assoonasconfirmationiscomplete,thestatusoftheWMactivitiesissetto'C',
regardlessoftheconfirmedquantity. Onlythepickquantityaffectsthepicking
status.
InCustomizing,youdefinetheconfirmationrequirementforeachstoragetype.
It issufficient if you set either "stock removal" (picking) in thesource storage
typeor"stockplacement"(putaway)inthedestinationstoragetypeasrequiring
confirmation.
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SCM610 Lesson: Picking Outbound Deliveries
Exercise 7: Picking of Outbound Deliveries
Exercise Objectives
After completingthisexercise, youwillbeableto:
• UsetheWMsystemforpickinginfixedbinstorageareas(LeanWM),
• LocatethemostimportantCustomizingsettingsforLeanWM.
Business Example
You have a warehouse in which the materials are always located at the same
storagebin(fixedbinstorage). Foryourpickingactivities,youneedpickinglists,
whichcontaintheitemsforpickingandtheirstoragelocation.
In your shipping points, you pick for several deliveries at the same time to
reduce the time employeesspend finding and fetching items. To do this, you
usecollectiveprocessingtocreatethetransfer orders. Inyour shipping points,
thegoodscannotleaveyourcompanywithoutconfirmationaboutthequantities
found in the warehouse.
Task 1: Picking Using Lean WM
You want to process activities quickly in your shipping point for refrigerated
goodsY0##. Therefore,whenyoucreatetheoutbounddelivery,youimmediately
generatealist(combinedprint)ofthematerialsandquantitiestobepicked. The
goodsinthewarehouseareconfirmedonthebasisofthislist.
1. Create a trade fair ## order:
Sold-to party: T-L64B##
Purchaseordernumber: : ##-6-1
Req. delivery date: : Today
Material: T-AU4##
Quantity: 100
Order number: _______________
2. CreatetheoutbounddeliveryfortheorderinshippingpointY0##,andon
the Picking or Status tab, display the picking status and the WM status
(before you save the delivery).
Picking status: _________________________
_________________________
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Status WM act.: _________________________
_________________________
3. Save the outbound delivery and create the transfer order in the same
workstep. Thisinitiatestheprintingofthelistrequiredforpicking.
Hint: Todothis,usethemenupathSubsequentfunctions→Create
transferorder fromthedelivery screen.
Inthedialog box thatappears, choose Savetosave theoutbound
delivery.
Enterthefollowinginadditiontothedefaultdata:
Warehouse number: 012
Foreground/backgroundprocessing: Background
To confirm, choose Enter.
4. Look at thedocument flowof theoutbound delivery. What istheoverall
processing status of the transfer order?
5. Explain this status.
6. Fromthedocumentflowscreen,displaythetransferorder. Hasthetransfer
order already been printed and confirmed?
TO printed: yes no
Confirmation: yes no
7. Branch to the list of your spool orders and display the generated list on
the screen.
Note down the number of the transfer order: _________________
_________________
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SCM610 Lesson: Picking Outbound Deliveries
8. Proceedtothepickingoverviewscreenoftheoutbounddelivery. Whatare
the two status values now?
Picking status: _________________________
_________________________
Status WM act: _________________________
_________________________
9. Thepickerreturnsfromthewarehouseandgivesyouthelist. Thereareno
changesonthelistwithrespecttothequantities. Accordingtoyourinternal
procedures, this list is your confirmation you that the picker found the
requiredquantityinthewarehouseandremoveditfromtheshelf. Therefore,
confirmthetransferorderinbackgroundprocessing.
TO number: Determined in step 7 above.
Warehouse number: 012
Foreground/backgroundprocessing: Background
To confirm, choose Enter.
Hint: You canexecutethe workstep for entering the TOnumber
manuallybycopyingitfromthepicklist. Itispossibletoautomate
thisby scanningthebar codeon the list.
10. Nowlookatthetwostatusentriesintheoutbounddelivery.
Picking status: _________________________
StatusWM act: _________________________
11. How is the confirmation step documented in the document flow for the
outbound delivery?
Task 2:
Inshipping point X0##, executepicking for several outbound deliveries at the
sametime. Todothis,printouttheitemstobepickedonacombinedpicklist.
1. Using the outbound delivery monitor, select the outbound deliveries for
picking in shipping point X0##.
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Shipping point: X0##
Pick date: current week
Warehouse number: 012
2. Fortheselectedoutbounddeliveries,formagroupwithreferencetoWM.
Group type: K
Description: Picking Group ##
Warehouse number 012
Number of the group _________________
3. Nowstart collective processing by creating transfer orders for the group
you have just created.
Hint: Toobtainacombinedpicklist,youmustcreatethetransfer
orders using the transaction “Create transfer order: Collective
Processing”. If you want to create the transfer orders from the
outbound delivery monitor, choose “TO for Group” to start the
collective processing.
orusetheSAPEasyAccessMenutocallthetransaction“Collective
Processing”.
4. Branch to the list of your spool orders and display the pick list you just
generated on the screen.
5. Inoneoftheprocessedoutbounddeliveries,therequiredquantitywasnot
found in the warehouse.
Confirmthetransfer ordersforthegroupnumber.
Warehouse number: 012
Group: : see task 2
Foreground/backgroundprocessing: Foreground
First confirm the respective item by entering the actual quantity in the
foreground. Positionthecursorontheitem,chooseConfirmitemforeground
andenterboththeactualquantityandthedifferencequantity.
Afterwards,confirmtheremainingquantityinonestepbychoosingConfirm
rem. qty.
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SCM610 Lesson: Picking Outbound Deliveries
Task 3:
TobeabletousetheWMsystem(eitherincompleteformorasLeanWM)during
picking, youmust have alreadyset up thewarehouse structurein Customizing
in an earlier step.
Caution: DonotchangethesettingsinCustomizing. Displaythemonly!
1. WhatisthehighestorganizationalunitintheWMsystem?
Where do you define thisin Customizing?
2. WhereinCustomizingdoyouactivatetheWMsystem?
3. Since you have fixed bin storage, it is not necessary to have stock
management at bin level beyond the requirements of standard Inventory
Management. As a result, you do not need a WM system with complete
functionality. Itissufficient tohaveLeanWM,which also simplifiesthe
implementationeffortinvolved. NamethetwoplacesinCustomizingwhere
youdefinethatyouwanttoworkwithLeanWMinsteadoffullWM.
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
Solution 7: Picking of Outbound Deliveries
Task 1: Picking Using Lean WM
You want to process activities quickly in your shipping point for refrigerated
goodsY0##. Therefore,whenyoucreatetheoutbounddelivery,youimmediately
generatealist(combinedprint)ofthematerialsandquantitiestobepicked. The
goodsinthewarehouseareconfirmedonthebasisofthislist.
1. Create a trade fair ## order:
Sold-to party: T-L64B##
Purchaseordernumber: : ##-6-1
Req. delivery date: : Today
Material: T-AU4##
Quantity: 100
Order number: _______________
a) Logistics→SalesandDistribution→Sales→Order→Create
Order type: Fair##-order
2. CreatetheoutbounddeliveryfortheorderinshippingpointY0##,andon
the Picking or Status tab, display the picking status and the WM status
(before you save the delivery).
Picking status: _________________________
_________________________
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SCM610 Lesson: Picking Outbound Deliveries
Status WM act.: _________________________
_________________________
a) Logistics → Logistics Execution → Outbound Process → Goods
Issue for Outbound Delivery → Outbound Delivery → Create →
SingleDocument→WithReferencetoSalesOrder
Shipping point: Y0##
Selection date: Today’s date
Order: : Number of the order you just
created
Go to the Picking or Status tab.
Picking status: A Not yet picked
StatusWMact.: AWM transferorderrequired
3. Save the outbound delivery and create the transfer order in the same
workstep. Thisinitiatestheprintingofthelistrequiredforpicking.
Hint: Todothis,usethemenupathSubsequentfunctions→Create
transfer order fromthedelivery screen.
Inthedialogbox thatappears, chooseSavetosavetheoutbound
delivery.
Enterthefollowinginadditiontothedefault data:
Warehouse number: 012
Foreground/backgroundprocessing: Background
To confirm, choose Enter.
a) Subsequentfunctions→Createtransferorder
Inthedialogboxthatappears,chooseYestosavetheoutbounddelivery.
Warehouse number: 012
Foreground/backgroundprocessing: Background
To confirm, choose Enter.
4. Look at thedocument flowof theoutbound delivery. What isthe overall
processing status ofthe transfer order?
Answer:
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
5. Explain this status.
Answer: Documentflowoftheoutbounddelivery:
Logistics→LogisticsExecution→OutboundProcess→GoodsIssuefor
OutboundDelivery→OutboundDelivery→Display
Environment → Document flow
Overall processing status: Open
Reason: Thetransferorderhasnotyetbeenconfirmed.
6. Fromthedocumentflowscreen,displaythetransferorder. Hasthetransfer
order already been printed and confirmed?
TO printed: yes no
Confirmation: yes no
a) Inthedocumentflow, positionthecursor onthelineforthetransfer
order and choose Display document.
CallupthedisplayoftheheaderfieldsbychoosingGoto→Header.
TOprinted: yes(The“TOprinted”indicatorisselected.)
Confirmation: no(The“Confirmation”indicatorisnotselected.)
7. Branch to the list of your spool orders and display the generated list on
the screen.
Note down the number of the transfer order: _________________
_________________
a) System →Services → Output control
Usethedefaultsettingsontheselectionscreen.
Choose Execute.
SelecttheentryandchooseDisplaycontent.
Note down thenumber ofthetransferorder.
8. Proceedtothepickingoverviewscreenoftheoutbounddelivery. Whatare
the two status values now?
Picking status: _________________________
_________________________
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SCM610 Lesson: Picking Outbound Deliveries
Status WM act: _________________________
_________________________
a) Logistics → Logistics Execution → Outbound Process → Goods
IssueforOutboundDelivery→OutboundDelivery→Display
Picking status: C (fully picked)
StatusWMact.: B(ex. opentransfer orderitem)
9. Thepickerreturnsfromthewarehouseandgivesyouthelist. Thereareno
changesonthelistwithrespecttothequantities. Accordingtoyourinternal
procedures, this list is your confirmation you that the picker found the
requiredquantityinthewarehouseandremoveditfromtheshelf. Therefore,
confirmthetransferorderinbackgroundprocessing.
TO number: Determined in step 7 above.
Warehouse number: 012
Foreground/backgroundprocessing: Background
To confirm, choose Enter.
Hint: You canexecutethe workstep for entering the TOnumber
manuallybycopyingitfromthepicklist. Itispossibletoautomate
thisby scanningthebar codeon the list.
a) Logistics → Logistics Execution → Outbound Process → Goods
IssueforOutboundDelivery→Picking→ConfirmTransferOrder
→ Single Document → In One Step
TO number: Determined in step 7 above.
Warehouse number: 012
Foreground/backgroundprocessing: Background
To confirm, choose Enter.
10. Nowlookatthetwostatusentriesintheoutbounddelivery.
Picking status: _________________________
StatusWM act: _________________________
a) Logistics → Logistics Execution → Outbound Process → Goods
IssueforOutboundDelivery→OutboundDelivery→Display
Choose Picking.
Picking status: C (fully picked)
StatusWM act.: C (WM-TOconfirmed)
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Unit5: ProcessesandFunctionsBasedontheDelivery SCM610
11. How is the confirmation step documented in the document flow for the
outbound delivery?
Answer: Logistics→LogisticsExecution→OutboundProcess→Goods
IssueforOutboundDelivery→OutboundDelivery→Display
Environment → Document flow
Thetransferordernowhastheoverallprocessingstatus“Completed”.
Task 2:
Inshipping pointX0##, executepicking for several outbound deliveriesat the
sametime. Todothis,printouttheitemstobepickedonacombinedpicklist.
1. Using the outbound delivery monitor, select the outbound deliveries for
picking in shipping point X0##.
Shipping point: X0##
Pick date: current week
Warehouse number: 012
a) Logistics → Logistics Execution → Outbound Process → Goods
IssueforOutboundDelivery→Picking→CreateTransferOrder→
Via Outbound Delivery Monitor
Shipping point: X0##
Pick date: current week
Warehouse number: 012
→ Execute
2. Fortheselectedoutbounddeliveries,formagroupwithreferencetoWM.
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SCM610 Lesson: Picking Outbound Deliveries
Group type: K
Description: Picking Group ##
Warehouse number 012
Number of thegroup _________________
a) Selecttheoutbounddeliveriesfoundbythesystem,andthenchoose:
SubsequentFunctions→Group→CreatewithWMReference
Group type: K
Description: Picking Group ##
Warehouse number 012
3. Now start collective processing by creating transfer orders for the group
you have just created.
Hint: Toobtainacombinedpicklist,youmustcreatethetransfer
orders using the transaction “Create transfer order: Collective
Processing”. If you want to create the transfer orders from the
outbound delivery monitor, choose “TO for Group” to start the
collective processing.
orusetheSAPEasyAccessMenutocallthetransaction“Collective
Processing”.
a) Logistics → Logistics Execution → Outbound Process → Goods
IssueforOutboundDelivery→Picking→CreateTransferOrder
→ Collective Processing
Warehouse number: 012
Group: : see task 2
Referencedocumenttype L
Foreground/background Background
processing:
→ Start collective processing
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