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User Guide

This section will show you how to complete goods movement processes from Inventory Managed (IM) or Warehouse Managed (WM) storage locations.

Note

This user guide refers to PreBilt transactions beginning 'PB2_' and details the standard process without additional features or enhancements. You should copy these transactions with a different prefix to maintain a backup and protect the originals.

The General Postings app can be accessed via the Stock Enquiry app. If stock is being issued from a storage bin in a WM storage location then the source storage type and bin will be transferred through to a transfer order. The TO will need to be confirmed in a Stock Movements transaction. This user guide will assume direct access to the General Postings app.

The General Postings app can be configured to allow a you to make postings for a range of major business processes as detailed in the Functionality section. These processes are managed through a number of PreBilt transactions operating in a similar way, as detailed below.

1

Selection

Select 'Goods Issue' from the list of processes.

Select the relevant movement type for the goods issue being completed.

Note

When posting reservations and orders, there will be an additional selection to select the relevant reservation or order. This is also the case in the VLMOVE transaction PB2_GEN_POST_VLMOVE, which is used to manage goods movements of handling units. For example:

2

Complete material and item details

Enter the required information to complete the material details. Fields marked with a red asterisk (*) are mandatory.

After pressing 'Select', enter the required information to complete the item details. Fields marked with a red asterisk (*) are mandatory.

Depending on app configuration, you can:

  • Post Immediately - to post the item straight away. (This action requires further data to be provided on the posting screen, as below.)

  • Add To Basket - to add the item details to the basket to post later.

  • View Basket - to display items already in the basket for posting (if applicable).

3

Process the basket

Depending on app configuration, you can:

  • Add New Item - to add another item to the basket, repeating the process above from the item input screen.

  • Empty Basket - to remove all the items from the basket.

  • Tap the 'X' icon to the right of a line of posting data to delete that line only.

  • Exit - to go back to the initial selection screen without emptying the basket.

Tap 'Process Basket' to input the document date, posting date and any other required information.

Tap 'Post' to post the material document and see a confirmation message displaying the document number.

Displaying and cancelling material documents

The General Postings app can be configured to allow a user to display material documents in a list and view item details.

1

Selection

Select 'Material Documents' from the list of processes.

Select the relevant movement depending on whether you want to display or cancel the material document.

Enter the required selection criteria to create a physical inventory document to count. Fields marked with a red asterisk (*) are mandatory.

Tap 'Continue'.

2

Displaying and cancelling

After entering all the selection criteria, the details of the selected material document are displayed.

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