Receiving and Putting Away Operations: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated receiving and putting away of items.

Prerequisites

Before you start configuring automated warehouse operations, you should make sure that the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form Criteria to Check

Purchase Orders Preferences (PO101000)

Inventory Preferences (IN101000)

 Make sure that all necessary settings related to inventory and order management have been specified, as described in Configuration of Order Management: General Information.
Warehouses (IN204000) Make sure that the following entities have been created:
Stock Items (IN202500) Make sure that the required stock items have been created, as described in Stock Items: Implementation Activity.

Minimum Workflow Settings

Before you start receiving and putting away items for shipments by using a barcode scanner or other device, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table.

Form Criteria to Check
Enable/Disable Features (CS100000) Make sure that the following features are enabled:
  • Multiple Warehouse Locations
  • Warehouse Management
  • Receiving
The General tab of the Purchase Orders Preferences (PO101000) form Make sure that Open Quantity is selected in the Default Receipt Quantity box in the Other section.
The Warehouse Management tab of the Purchase Orders Preferences (PO101000) form Make sure that the following check boxes are selected in the Receiving Workflow section:
  • Display the Receive Tab
  • Display the Put Away Tab

With these settings, the receiving workflow is configured so that a user processes the receipt of the items to the receiving location in Receive mode, and the user processes the putting away of items from the receiving location to the locations where the items will be stored in Put Away mode.
The Cross-Reference tab of the Stock Items (IN202500) form Make sure that the barcodes have been specified for each item.

Recommended Workflow Settings

We recommend that you configure the workflow for the automated receiving and putting away items by specifying the following settings on the Warehouse Management tab of the Purchase Orders Preferences (PO101000) form.

Setting Value Description
Display the Scan Log Tab Selected With this check box selected, the system will display the Scan Log tab on the Receive and Put Away (PO302020) form; on this tab, a user can review the list of operations that have been performed during the past two weeks.
Explicit Line Confirmation Cleared With this check box cleared, the system does not request user confirmation for each line when the user is performing automated operations in Receive mode and Put Away mode.
Use Single Receiving Location Selected With this check box selected, the system asks for the receiving location only once for each purchase receipt being processed; all items of this purchase receipt are received to this location.

Printing Settings

If the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form, you can configure the printing of documents by using the following settings on the Warehouse Management tab of the Purchase Orders Preferences (PO101000) form.

Setting Value Description
Print Inventory Labels Automatically Selected With this check box selected, the system automatically prints the inventory label for the purchase receipt being processed.
Print Purchase Receipts Automatically Selected With this check box selected, the system automatically prints the processed purchase receipts.

Other Settings That Affect the Workflow

You can affect the workflow for the automated receiving and putting away of items by specifying additional settings on the Purchase Orders Preferences (PO101000) form:

  • To speed up the entry of quantities in the lines being processed, select the Use Default Quantity check box. When this check box is selected, the Set Qty button on the form toolbar of the Receive and Put Away (PO302020) form becomes available before you scan the barcode of an item. You click this button to specify the default quantity of the item. After the default quantity is specified, the system inserts it in the Received Qty. or Put Away Qty. column each time you scan the barcode of the item.
  • To make the system automatically specify the default receiving location of a warehouse for all receipt documents being processed, select the Default Receiving Location check box.
  • To make the system request the receiving location for each item being processed in Receive mode, clear the Use Single Receiving Location check box, and select the Request Location for Each Item on Receiving check box.

    To make the system request the location to which each item must be put away in Put Away mode, clear the Use Single Receiving Location check box, and select the Request Location for Each Item on Putting Away check box.