User guide

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.

Creating a transfer order

This section covers transactions PB2_STK_MVTS_CRT_QU, PB2_STK_MVTS_CRT_QU2 and PB2_STK_MVTS_CRT_SU.

Note

For app transaction PB2_STK_MVTS_CRT_QU2, the initial screens are as below and then, for the confirmation part, the source and destination confirmation screens are as in the "Confirmation" example.

1

Selection

Enter the required selection criteria to create the appropriate transfer order. Fields marked with a red asterisk (*) are mandatory.

2

Complete the destination details

Enter the required destination bin information. Fields marked with a red asterisk (*) are mandatory.

3

Select the storage type

The storage type should be selected from the pop-up. After it is selected, the transfer order will be created and confirmed and you will be returned to the selection screen.

Confirming a transfer order

This section covers transactions PB2_STK_MVTS_CONF_QU, PB2_STK_MVTS_CONF_SU, PB2_STK_MVTS_CONF_HU, PB2_STK_MVTS_CONF_2S, PB2_STK_MVTS_PICK_HU, PB2_STK_MVTS_CRT_QUJ, PB2_STK_MVTS_CRT_SUJ and PB2_STK_MVTS_CNF_JMP.

1

Select a transfer order

Enter the required selection criteria to locate the appropriate transfer order. Fields marked with a red asterisk (*) are mandatory.

Note

If the app is "jumped to" from, for example, Stock Enquiry, Pick and Pack or General Posting app transactions then the initial selection screen is automatically skipped. This is the case for app transactions: PB2_STK_MVTS_PICK_HU, PB2_STK_MVTS_CRT_QUJ, PB2_STK_MVTS_CRT_SUJ and PB2_STK_MVTS_CNF_JMP

If multiple transfer orders fit the selection criteria, select the required order from the list.

If the transfer order has multiple items, the required item should be selected also.

2

Complete the transfer order source details

Enter the relevant information to verify stock removal from the source location. Mandatory fields are indicated by a red asterix (*).

Note

If you are performing a handling unit or storage unit pick confirmation, tapping the 'Create Pick HU' button from the kebab menu (if configured) will allow you to select the required packaging material.

If you enter a quantity that is different to the expected transfer order quantity, a pop-up screen will be displayed requiring you to enter the reason for the stock difference.

If a zero-stock check is required when the source bin becomes empty during transfer order confirmation, a pop-up screen will be displayed requiring you to enter a remaining quantity if the source bin will not be zero after the transfer order is confirmed or select ‘Confirm Zero’ check box to confirm the bin will be empty.

3

Complete the transfer order destination details

Enter the relevant information to verify stock putaway in to the destination location. Mandatory fields are indicated by a red asterix (*).

If the destination storage type allows a change of destination bin, you can enter a new destination bin in the pop-up that appears.

4

Confirmation

When all the information is entered and you click continue, you will see a confirmation that the stock movement has been completed.