Moving to Stock—Exercises

Basic Data Setup

Inventory Locations

Purpose: The purpose of this exercise is to set up the inventory locations that are required to report arrival of the purchase parts.

Windows:
Inventory Locations

1. Open the Inventory Locations window and create inventory locations of these types: Arrival, Pallet Arrival, Pallet Buffer, and Picking (at least two).

General exercise for Inventory Locations

Purchase Part

Purpose: The purpose of this exercise is to enter an inventory registered purchase part.

Windows:
Inventory Part

1. Enter an inventory registered purchase part, using the part number XX-88-201, replacing XX with your initials, and use the description Lilac Paint. Choose a suitable unit of measure and enter an estimated material cost.
2. Enter pallet data for part XX-88-201, using the pallet buffer location as location group.

General exercise for Purchase Part
General exercise for Enter Purchased Inventory Part
General exercise for Managing Pallets on Delivery Location

Supplier

Purpose: The purpose of this exercise is to enter the supplier for the purchased parts.

Windows:
Supplier

1. Create a new record with an identity of XX-190, replacing XX with your initials, and the name Racing Color Company.
2. On the General tab, click English as the default language.
3. On the Address/Purchase Address Info tab, right-click and then click Supply Chain Matrix for Supplier. In the To Demand Site tab enter  CIF (Cost Insurance Freight) as the delivery term, 30 (Road Transport) as the ship-via code, 2 as the external transport lead time, and 1 as the internal transport lead time.
4. On the Invoice/General tab, click USD as the currency.
5. On the Purchase/General tab, enter yourself as the buyer and USD as the currency.

General exercise for Supplier
General exercise for Setting Up Supplier-to-Site Supply Chain Parameters for Trading

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect the purchase parts to the corresponding supplier.

Windows:
Supplier for Purchase Part

1. Connect the purchase part XX-88-201 (Lilac Paint) to supplier XX-190 (Racing Color Company), using the receive case Receive into Arrival.

General exercise for Supplier for Purchase Part

Required Data

Purchase Order

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. In the Purchase Order window, enter a purchase order for supplier XX-190 (Racing Color Company), with two purchase order lines for the purchase part XX-88-201 (Lilac Paint). Enter a third purchase order line for the purchase part XX-88-201, using a quantity that is 3.5 times the quantity per pallet. (This purchase order line is to be used when reporting arrival of parts on pallets.) Release the purchase order and make a note of the purchase order number.

2. In the Register Purchase Order Arrivals window, register the arrival of the purchase order to arrival locations.

General exercise for Entering Purchase Orders
General exercise for Handling Purchase Orders
General exercise for Reporting Arrival into Arrival Location, Single-Handled Stored Part
General exercise for Reporting Arrival, Pallet-Handled Part

Main Exercise

Purpose: The purpose of this lesson is to show you how to move single and pallet-handled parts from an arrival or inspection location to stock locations.

Windows:
Move Into Stock

Moving to Stock Location, Single-Handled Stored Part

1. Open the Move Into Stock window.
2. Query for one of the purchase order lines with the correct part (XX-88-201).
3. Select the purchase order line, and right-click and then click Move to One Location. The Move Purchase Order Receipt window appears.
4. In the Destination Location field, select Picking.
5. If the entire quantity is not to be moved, modify the Purchase Qty to Move or Inventory Qty to Move fields.
6. Select the Print Serviceability Tag check box to order the serviceability tag report for the part being moved to a picking location.
7. Click OK.
8. If the part is a non-serial part, the Print Serviceability Tag dialog box will open.
9. In the Serviceability Status list, select the relevant serviceability status for which the serviceability tag is to be printed.
10. Click OK.

Moving to Multiple Stock Locations, Single-Handled Stored Part

1. Open the Move Into Stock window.
2. Query for one of the purchase order lines with the correct part (XX-88-201).
3. Select the purchase order line, and right-click and then click Move to Multiple Locations. The Split Purchase Order Receipt window appears.
4. Click New.
5. In the Purchase Qty to Move or Inventory Qty to Move field of the new line, enter the quantity that is to be placed at a specific stock location.
6. In the Location No field of the new line, select Picking.
7. Repeat steps 4–6 if you wish to split the quantity of parts into further stock locations.

Note: The entire quantity does not necessarily have to be moved into stock at the same time.

8. Click OK.

Moving to One or Multiple Stock Locations Using Putaway, Single-Handled Stored Part

1. Open the Move Into Stock window.
2. Query for one of the purchase order lines with the correct part (XX-88-201).
3. Select the purchase order line, and right-click and then click Perform Putaway.
4. An information message is displayed informing you the quantity of parts that will be putaway.
5. Transport tasks are created and will handle the actual move of the parts to the locations found as a part of the putaway.

Note: To complete the process, the created transport task(s) has to be performed.

Moving to Stock Location, Pallet-Handled Stored Part

1. Open the Move into Stock window.
2. Query for the purchase order line that is pallet-handled and with the correct part (XX-88-201).
3. Select one or several lines, and right-click and then click Peform Putaway.
4. Click Yes in the displayed message.

Note: To complete the process, the created transport task has to be performed.