128 Index Warehouse Procedures Manual

128 Index Warehouse Procedures Manual
Version 7.2.0
prerequisites, 18 Accounts Receivable system, 24
setup Billing system, 23
process types, 27 Inventory Control system, 19
shipping methods, 28 Order Entry system, 24
setup that affects Warehouse understanding terms, 17
Warehouse Procedures Manual Index 127

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by function, 103 across shipments, 78
numbering, 101 batch, 51
Proof of Delivery packing, 54
printing, 74 picking, 48
processing orders, 74 shipping, 60
selecting customer options, 24 printing pick lists, 45
setup options, 73 receiving notice of backordered or voided
understanding, 24 shipments, 48, 99
releasing, 70
R status codes, 95
Shipping feedback
Requisitions See also Feedback
allocation priority, 20,97 batch, 63
processing flowchart, 37 interfacing, 64
processing steps, 36 online, 61
Routes overshipping, 64
assigning, 88 performing across shipments, 78
changing and deleting stops, 91 undoing, 60
changing delivery days, 100 Shipping methods
deciding whether to deliver by route, 23 defining, 28
defaults, 100 inactivating, 28
deleting orders on a stop, 92 listing, 29
listing, 91 Status codes for shipments, 95
processing orders, 90 Substitute locations, 44
system-assigned, 100
transferring orders, 93 T
transferring stops, 92
Tracking items with details
S automatically assigning, 70
make-to-order components, 81
Serial number tracking manually assigning, 69
automatically assigning serial numbers, 70 preassigning, 68
manually assigning serial numbers, 69 setting up, 66
preassigning serial numbers, 68 understanding, 67
setting up, 66
Setup U
process types, 27
shipping methods, 28 Units of measure
Shipments automatically assigning units of measure,
assigning details, 66 70
backordering lines, 49,55,61 manually assigning units of measure, 69
converting, 29 preassigning units of measure, 68
creating, 45 setting up, 66
deleting, 48
inquiring on, 51 W
listing shipments in process, 46
merging, 53, 59, 64 Warehouse
performing feedback creating demands, 19

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L performing feedback, 49, 55, 61
Orders
Listing allocation priority, 20,96
allocated lines, 44 calculating future days, 97
allocated not printed, 44 processing flowchart, 35
backordered items, 39 processing steps, 34
items requiring MSDS forms, 75 Overpacking, 58
lines ready to allocate, 79 Overpicking, 52
packed items by location, 56 Overshipping, 64
process types, 28
shipments in process, 46 P
shipped not invoiced, 63
shipping methods, 29 Packing feedback
Locations See also Feedback
substitute, 44 batch, 57
Lot tracking interfacing, 57
automatically assigning lots, 70 online, 55
manually assigning lots, 69 overpacking, 58
preassigning lots, 68 undoing, 54
setting up, 66 Packing lists, 56
Pick lists
M changing after printing, 47
printing, 45
Make-to-order kits Picking feedback
allocating, 81 See also Feedback
components, 81 batch, 51
preassigning details, 81 interfacing, 52
processing, 82 online, 49
understanding, 81 overpicking, 52
Material Safety Data Sheets undoing, 49
listing items, 75 Preassigning details
tracking, 75 to items, 68
Merging shipments, 53, 59, 64 to make-to-order components, 81
MSDS, See Material Safety Data Sheets Prerequisites
Multiple units of measure General Ledger setup, 18
allocating in, 42 Inventory Control setup, 18
automatically assigning units of measure, Printing
70 Bills of Lading, 77
manually assigning units of measure, 69 bulk pick lists, 47
preassigning units of measure, 68 packing lists, 56
setting up, 66 pick lists, 45
Proof of Delivery, 74
O Process types
defining, 27
Online listing, 28
allocation, 20,42 Programs
displaying item quantities, 43 by form, 108

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releasing shipments, 70 shipping
Details batch, 63
assigning to kit components, 84 online, 61
automatically assigning, 70 overshipping, 64
manually assigning, 69 Finished goods
preassigning, 68 allocating, 80
Documents components, 80
allocating, 38 processing, 80
allocation priority, 20 understanding, 80
backordering, 39 Flowcharts
changing allocation, 43 processing orders, 35
deallocating, 40 processing requisitions, 37
inquiring on shipments by document, 51 Freight charges
listing sharing in Bills of Lading, 78
allocated lines, 44 using with route orders, 90
allocated not printed, 44 Future days
ready to allocate lines, 79 calculating, 97
processing orders, 34 entering on future orders, 79
processing requisitions, 36 using with batch allocation, 79
understanding, 17 Future orders
allocating, 97
E calculating future days, 97
creating and processing, 79
Expected ship dates
understanding, 23 I
using with batch allocation, 38
using with routes, 100 Inquiring
on shipments by document, 51
F on shipments by location, 51
Interfacing feedback
Feedback packing, 57
See also Batch feedback picking, 52
adding Bills of Lading during feedback, 77 shipping, 64
interfacing
packing, 57 K
picking, 52
shipping, 64 Kits
kinds of, 27 allocating
packing finished goods, 80
batch, 57 make-to-order kits, 81
online, 55 assigning details to components, 84
overpacking, 58 kinds of, 80
performing detail, 66 preassigning details to make-to-order
picking components, 81
batch, 51 processing finished goods, 80
online, 49 processing make-to-order, 82
overpicking, 52 understanding, 80

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In d e x
A Batch feedback
See also Feedback
Allocation performing packing, 57
See also Deallocation performing picking, 51
backorders, 39, 72 performing shipping, 63
batch, 38 Bills of Lading
catch weight items, 86 adding during feedback, 77
changing for inventoried items, 43 defining, 76
changing for nonstock items, 44 printing, 77
changing for special items, 44 understanding, 76
dates, 23,38 Bin tracking
defining formulas, 21 automatically assigning bins, 70
displaying item quantities, 43 manually assigning bins, 69
filling part of a line, 41 preassigning bins, 68
finished goods, 80 setting up, 66
hierarchy, 96 Bulk picking, 47
kinds of, 38
listing allocated lines, 44 C
make-to-order kits, 81
online, 42 Catch weight items
priority source, 20 examples, 86
setup decisions, 19 performing feedback, 50,56
specifying substitute locations, 44 processing, 86
understanding, 19, 38 understanding, 85
Converting shipments, 29
B
D
Backorders
allocating, 20 Deallocation
listing, 39 See also Allocation
processing, 72 performing, 41
quantities, 21 understanding, 40
receiving notice of backordered shipments, Demands
99 allocating, 19,38
selecting customer options, 24 backordering, 39
shipment lines, 49 changing allocation, 43
understanding, 39 creating, 19
using with requisitions, 25 deallocating, 40
Batch performing packing feedback, 54
allocation, 20,38 performing picking feedback, 48
performing feedback, 51, 57, 63 performing shipping feedback, 60

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Weight
Weight is an item’s stock unit of measure based on the weight.
~ END OF THIS SECTION ~
122 Glossary Warehouse Procedures Manual

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Shipping feedback
Feedback you provide that indicates what you shipped to a
customer or requester. In the Warehouse system, you can
perform shipping feedback by batch, shipment, or bin sequence. See
also Picking feedback and packing feedback.
Special order item
An item that is not defined in the Item Master file and is not tracked in
inventory. It is usually a one-time buy item.
Stock unit of measure
The item’s base unit of measure (UOM) that indicates an item is
stocked in inventory. The stock UOM is defined in the Inventory
Control system. The unit costs for an item in inventory and are
based on this unit of measure. Unless otherwise specified, the
stock UOM is the default UOM in the Inventory Control, Order
Entry, and Purchase Order systems. See also Secondary unit of
measure.
Stock-on-hand
The amount of an item physically in the warehouse based on
inventory records.
Substitute inventory location

The substitute inventory location is the allocation of inventory from
a different warehouse when performing online allocation. See also
Location.
Transportation ID
The identification number that you assign to a transportation
vehicle, such as a truck. The number helps to keep track of which
vehicle is being used to deliver the goods to the customer.
Unallocated
A status that indicates the total quantity of open orders or
requisitions that were entered but do not have any inventory
allocated to them.
Unit of measure (UOM)

The unit of measure is the unit in which quantitative data about an
item is expressed. For example, pounds, gallons, feet, each, and
so on.
Vendor
Any company or person you remit a payment to.
Warehouse Procedures Manual Glossary 121

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Purchase order
A record that tracks and reports orders for goods and services
placed with vendors.
Released
The status required for processing an object (for example, a time
record or an order).
Requester
A requester is the person, department, function, or location
responsible for initiating request or demand for materials,
supplies, or inventory items.
Requesting location
A requesting location is a location that can be a stock location
defined in the Inventory Control system or a nonstock location. A
nonstock location can be a department, cost center, store, and so
on.
Reserved inventory
See Allocation.
Route processing
Route processing is a means of delivering goods to customers by
truck. You define routes and stops for customer deliveries along
each route. All documents placed with route processing
companies must go through special processing steps.
Secondary unit of measure
A secondary unit of measure is an additional unit of measure
(UOM) by which an item is stocked, bought, or sold. Catch weight
items require a secondary UOM. These kinds of items are tracked
by the stock UOM and the secondary UOM. Usually the secondary
UOM, such as cases and boxes, is the working UOM. The stock
UOM, such as pounds or feet, is the valuation UOM. See also
Stock unit of measure.
Serial number tracking

The process that tracks inventory by serial number. Using serial
numbers is a way of tracking individual items for identification. The
serial number is usually provided by the manufacturer. See also
Lot tracking, bin tracking, and multiple UOM tracking.

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Packing list
A packing list is a list of packed items by inventory location.
Printing the packing list is an optional processing step. Some
companies send the form with the customer shipment.
Pick list
A document that lists suggested item quantities to pick from
inventory.
Pick priority
A process that determines the priority that a customer or requester
has when allocating inventory using the batch allocation method.
Pick quantity
The pick quantity is the suggested quantity to pick from inventory.
Picked quantity
The picked quantity is the actual quantity picked from inventory.
Picking
The act of physically removing or pulling goods from inventory
and, optionally, assembling them before they are used or shipped. For
example, picking can be collecting all the goods for several documents
that are shipped together. The items still belong to the company, but are
no longer physically in inventory.
Picking feedback
Feedback you provide that indicates the actual quantities you
picked from inventory. In the Warehouse system, you can perform
picking feedback by batch, shipment, or bin sequence. See also
Packing feedback and shipping feedback.
Process level
A user-defined level in a company, such as a division, department, or
sales office.
Process type
A user-defined code that determines the processing steps for a
document (order or requisition). Process types are defined in the
Warehouse system and can be assigned to order types in the Order
Entry system.
Proof of Delivery (POD)

A form that customers use to confirm the receipt of goods before
being billed for them. Proof of Delivery forms are typically used for
large, complicated shipments or shipments of high value.

Version 7.2.0
can be tracked and sold by the 6-pack and 12-pack. The
Procurement Management systems use multiple units of measure to
process transactions, and buy, sell, and track items.
Multiple UOM tracking
A process that indicates the tracking of a quantity of an item in more
than one unit of measure. You define an item as being tracked in
multiple units of measure in the Inventory Control system. See also
Lot tracking, bin tracking, serial number tracking, and catch
weight.
Nonstock item
A nonstock item is an item defined in the Item Master file but not
tracked in inventory. If you define this item type as being tracked
in inventory in the Item Location file, the system defaults cost and
vendor information. See also Inventoried item and special order
item.
Online allocation
Allocating inventory for an order or requisition at the same time the
order or requisition is entered. When defining a company in the
Inventory Control system, you can select either the batch or online
allocation method. See also Allocation and batch allocation.
Open quantity
The amount of the original line quantity for a document (minus the
received quantity).
Overpack
A term that indicates packing more than what was originally
printed on the pick list. See also Overpick and overship.
Overpick
A term that indicates picking more than what was originally printed on
the pick list. See also Overpack and overship.
Overship
A term that indicates shipping more than what was originally
ordered by a customer. See also Overpick and overpack.
Packing feedback
Feedback you provide that indicates what you packed for
shipment to a customer or requester. In the Warehouse system,
you can perform packing feedback by batch, shipment, or bin
sequence. See also Picking feedback and shipping feedback.

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Location
Location is a place, in a company, where inventory is stored. A
location can represent a physical place, such as a city, building, or
floor of a building. It can also represent a logical classification,
such as spare parts, office supplies, and consignment inventory.
Lot number
A lot number is a unique identification that is assigned to a
homogenous quantity of material, such as batch number, mix
number, or run number.
Lot tracking
A process that tracks an item by the lot from which it came. An item
being tracked by lot is defined in the Inventory Control system. See
also Bin tracking, serial number tracking, and multiple UOM
tracking.
Make-to-order kit
A kit that is assembled with kit components after it is ordered or
requisitioned. Component items are stocked separately. The
Warehouse system checks kit component availability when trying to fill
a demand created by the order or requisition.
Make-to-stock kit
A kit that is preassembled with component items before storage.
The Warehouse system checks kit availability when trying to fill the
demand created by the order or requisition containing the kit.
Material Safety Data Sheet (MSDS)
A Material Safety Data Sheet is a form that the government
requires for hazardous items.
Merge multiple shipments

A process that merges all shipments for a single document,
destination, and location. The Warehouse system uses merge
shipments to produce one invoice or delivery ticket if more than one
shipment exists for a document.
MSDS
See Material Safety Data Sheet.
Multiple unit of measure
An alternate unit of measure assigned to an item in the Item
Master file. You can use multiple units of measure to sell or price
an item in more than one unit of measure. For example, beverages

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Freight code
A user-defined code that identifies the general ledger freight
account that is credited when the code is used. See also Freight
charge.
Future days
A process that calculates the number of days needed to prepare an
order for shipment. Future days are used when allocating inventory
for future orders in the Warehouse system.
Future order
An order that is to be delivered at some point in the future. See also
Future days.
Inventoried item
An item for which the Inventory Control system maintains quantity
and costs. You must define this item type in the Item Master and
Item Location files. See also Nonstock item and special order
item.
Inventory tracking
The process that tracks item quantity and cost by location.
Item number
An alphanumeric code that identifies an item.
Item type
The kind of item being requested. The four item types are
inventoried, nonstock, special orders, and services.
Kit
An assembly that consists of multiple components. In the Order
Entry and Requisitions systems, you can order or request the
parent item. The picking list prints with the full set of components
when processing the shipment in the Warehouse system.
Kit component
An item assigned to kit items for kit assembly. Both item
components and kit items must be defined in the Item Master file
before the kit and component relationships can be defined for kit
assembly. Required kit components can have options.
Leadtime
A span of time required to procure an item from an outside supplier or
from one’s own manufacturing facility.

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Comment type
A user-defined code that groups item comments into user-defined
types. For example, comment type S might represent shipping
instructions, comment type A might represent assembly
instructions, and so on.
Company number
A one- to four-digit number that identifies a company.
Cubic feet
An item’s unit-of-measure size in cubic feet.
Deallocation
A process that changes existing allocations by backordering the
previous allocations. The Warehouse system lets you deallocate as
long as the pick list has not been printed.
Delivery ticket
A document that lists the picked or received item quantities to be
delivered to the requesting location.
Details
See Allocation details.
Document
A user-defined document identification code the system uses for
referencing a group of transactions.
Dropship
A shipment that bypasses the receiving process and is shipped
directly to a customer by the vendor.
Expected ship date

The date that you expect to ship goods to a customer or requester in the
Warehouse system.
Freight charge
The amount that a customer is charged against the cost of sending an
item. See also Freight code.
Freight class
A class that groups items for Bill of Lading processing in the
Warehouse system.

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Bill of Lading (BOL)
A receipt, issued by the carrier, that promises delivery of the
shipment of goods.
Bin
The storage area for one or more items. This area is smaller than a
location.
Bin tracking
A process that tracks an item by the bin from which it came. You
define items that are tracked by bin in the Inventory Control
system. See also Lot tracking, serial number tracking, and
multiple UOM tracking.
BOL
See Bill of Lading.
Broken case charge
A charge that is applied whenever invoice or order lines are priced using
multiple units of measure. You can assign broken case charges to
price lists, promotions, or contracts.
Carrier
A vendor that provides delivery service, such as United Parcel
Service (UPS).
Catch weight
An item that is moved in one unit of measure (for example, box or
case) but priced and costed in a different unit of measure. The
price is based on the weight, but the weight of each unit can vary.
Therefore, the weight has to be “caught” (captured) when the item
is moved. The Inventory Control system tracks catch weight items
by the stock and a secondary unit of measure. Depending on how
you set up the system, you must enter both quantities at the time
of issue, upon receipt, or always. You must purchase the item in
the secondary unit of measure. The price or cost is based on the
stock unit of measure.
Closed requisition
A requisition for which all lines are closed.

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G lo s s a ry
Accessories
Kit component items that are not required. For example, if you set
up a stereo as a kit item in the Inventory Control system, an
accessory for the kit could be the remote control. See also Kit and
kit component.
Activity
One of a set of tasks that make up an activity group. Activities
identify work being done, such as work orders, phases, products,
and so on. A variety of costs, revenues, or both make up an
activity.
Allocated inventoried item
The reserved quantity for unprocessed demands of an inventoried item
based on orders and requisitions. Allocated inventory is maintained by
location in the Warehouse system.
Allocation
Inventory quantity reserved for an open requisition or sales order
line item. See also Batch allocation and online allocation.
Allocation details
The quantity of an inventoried item that is reserved from a bin, lot,
serial number, or multiple unit of measure. For example, drug
companies can allocate inventory by bin and lot. See also
Allocation.
Backorder allocation
A process that allocates newly received inventory to fill
backorders.
Batch allocation
A batch program that allocates inventory for released orders. The
Order Entry system provides two ways of allocating inventory,
batch and online. See also Allocation and online allocation.

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How does the system know when to allocate future
orders?
The Warehouse system uses an allocation formula that adds the
number of future days from WH110 (Batch Allocation), the number of
leadtime days from the Inventory Control system, and today’s date.
The sum of these three must be greater than or equal to the allocation
date before allocation takes place. For information, see “Future Days
Calculation” in chapter 4.
112 Appendix B Typical Questions Warehouse Procedures Manual

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A p p e n d ix B
T y p ic a l Q u e s tio n s
What is the difference between the form and line action?

The form action controls the function of the program. The line
action controls the function of the line it belongs to. The form and
line actions work together. For example, the Change form action
indicates that you want to change one or more records on the
form. The Add, Change, and Delete line actions indicate what
actions to take on a specific record (line) on the form.
During which processing step can I assign details to a

document line?
You can ask the system to automatically assign bins, lots, serial
numbers, or multiple units of measure when you run WH130 (Pick List
Print). In the Allocate Details field, select Yes. You cannot invoice or
print a delivery ticket for a document that contains items requiring details
until those details are assigned.
The system can do it for you or you assign them manually using
the WH33 form series. For information, see “Manually Assigning
Details” and “Automatically Assigning Details” in chapter 3.
Can I allocate only part of a document line to meet more

demands?
Yes. Run WH110 (Batch Allocation) and in the Fill Percent field,
enter the percentage of the document line that you want to
allocate.
Warehouse Procedures Manual Appendix B Typical Questions 111

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List of Forms and Subforms
Form ID Type Name
WH210 Report Route File Listing
WH211 Report Shipping Method Listing

WH220 Report Ready to Allocate
WH221 Report Allocated Not Printed

WH222 Report Shipments In Process
WH224 Report Packing List Print
WH225 Report MSDS Listing
WH226 Report Items on Backorder Report

WH520 Interface Batch Feedback Interface
WH830 Conversion Shipment Load Program
* A subform, which you cannot access directly by its number.
110 Appendix A System Programs Warehouse Procedures Manual

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Form ID Type Name
WH33.2 Form Lots
WH33.3 Form Serials

WH33.4 Form UOMs
WH33.5* Subform Additional Shipment Info

WH33.6* Subform Catch Weight
WH33.7* Subform Merge Shipments
WH33.8* Subform Preassembled Kits
WH33.9* Subform MSDS Date

WH34.1 Form Component Bins
WH34.2 Form Component Lots

WH34.3 Form Component Serials
WH34.4 Form Component UOMs
WH34.5 Subform Catch Weight
WH40.1 Form Bill Of Lading

WH40.2 Form BOL Feedback
WH80.1 Form Shipment Inquiry by Location

WH80.2 Form Shipment Inquiry by Document
WH110 Report Batch Allocation
WH120 Report Route Creation
WH126 Report POD Print

WH130 Report Pick List Print
WH131 Report Bulk Pick List

WH132 Report Batch Feedback
WH140 Report Bill Of Lading Print
WH190 Report Shipment Release

WH201 Report Process Type Listing
Warehouse Procedures Manual Appendix A System Programs 109

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L is t o f F o rm s a n d S u b fo rm s
Form ID Type Name
WH01.1 Form Process Type
WH11.1 Form Shipping Method
WH20.1 Form Inventoried Allocation
WH20.2 Form Nonstock & Special Allocation

WH20.3 Form Bin Allocation
WH20.4 Form Lot Allocation

WH20.5 Form Serial Allocation
WH20.6 Form UOM Allocation
WH20.7* Subform Sub Location
WH21.1 Form Routes

WH21.2 Form Stops
WH21.3 Form Stop Transfer

WH21.4 Form Document Transfer
WH22.1* Subform Kit Options (available from OE10

and RQ10)
WH30.1 Form Picking Feedback by Shipment

WH30.2 Form Picking by Batch
WH30.3 Form Bin Sequence Picking Feedback
WH31.1 Form Packing Feedback by Shipment
WH31.2 Form Packing by Batch

WH31.3 Form Bin Sequence Packing Feedback
WH32.1 Form Shipping Feedback by Shipment

WH32.2 Form Shipping by Batch
WH32.3 Form Bin Sequence Shipping Feedback

WH33.1 Form Bins

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Programs Listed by Function
C o n v e rs io n P ro g ra m
The following program converts shipments.
Form ID Name
WH830 Shipment Load Program
Additional Listings and Reports

The following are listings and reports that are available in the
Warehouse system.
Form ID Name
WH126 POD Print
WH201 Process Type Listing

WH211 Shipping Method Listing
WH225 MSDS Listing

Version 7.2.0
S h ip m e n ts
Run the following programs to inquire on, release, or print
shipments.
Form ID Name
WH80.1 Shipment Inquiry by Location

WH80.2 Shipment Inquiry by Document
WH190 Shipment Release

WH222 Shipments In Process
Processing Orders by Route

Use the following programs to process route orders.
Form ID Name
WH21.1 Routes
WH21.2 Stops
WH21.3 Stop Transfer
WH21.4 Document Transfer

WH120 Route Creation
WH210 Route File Listing
Bills of Lading
Use the following programs to define, print, and perform feedback
for Bills of Lading.
Form ID Name
WH40.1 Bill Of Lading
WH40.2 BOL Feedback

WH140 Bill Of Lading Print
106 Appendix A System Programs

Warehouse Procedures Manual
Version 7.2.0
Form ID Name
WH32.2 Shipping by Batch
WH32.3 Bin Sequence Shipping Feedback

WH33.1 Bins
WH33.2 Lots
WH33.3 Serials
WH33.4 UOMs
WH33.5* Additional Shipment Info
WH33.6* Catch Weight

WH33.7* Merge Shipments
WH33.8* Preassembled Kits

WH33.9* MSDS Date
WH34.1 Component Bins
WH34.2 Component Lots
WH34.3 Component Serials

WH34.4 Component UOMs
WH34.5* Catch Weight

WH132 Batch Feedback
WH224 Packing List Print
WH520 Batch Feedback Interface

Version 7.2.0
Form ID Name
WH20.5 Serial Allocation
WH20.6 UOM Allocation

WH20.7* Sub Location
WH22.1* Kit Options (only available from OE10 or RQ10)

WH110 Batch Allocation
WH220 Ready to Allocate
WH221 Allocated Not Printed
WH226 Items on Backorder Report
Pick Lists
Use the following programs to print pick lists.
Form ID Name
WH130 Pick List Print
WH131 Bulk Pick List
Feedback
Use the following programs to perform picking, packing, and
shipping feedback.
Form ID Name
WH30.1 Picking Feedback by Shipment
WH30.2 Picking by Batch

WH30.3 Bin Sequence Picking Feedback
WH31.1 Packing Feedback by Shipment

WH31.2 Packing by Batch
WH31.3 Bin Sequence Packing Feedback
WH32.1 Shipping Feedback by Shipment

Version 7.2.0
A p p e n d ix A
S y s te m P ro g ra m s
This appendix lists the programs for the Warehouse system.
• Programs Listed by Function

• List of Forms and Subforms
P ro g ra m s L is te d b y F u n c tio n
The programs listed in this section are grouped by function. For
information on what you need to define in other LAWSON INSIGHT
II systems before you set up the Warehouse system, see chapter 1,
“Considerations Before Setup.”
S y s te m S e tu p
Use the following programs to set up the Warehouse system. The
programs might be required or optional, based on your processing
needs.
Form ID Name
WH01.1 Process Type
WH11.1 Shipping Method
Allocation
Use the following programs to allocate inventory for documents.
Form ID Name
WH20.1 Inventoried Allocation
WH20.2 Nonstock & Special Allocation

WH20.3 Bin Allocation
WH20.4 Lot Allocation

Version 7.2.0
Program Numbering
102 Chapter 4 System Logic Warehouse Procedures Manual

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Program Numbering
P ro g ra m N u m b e rin g
The programs in the Warehouse system use the following
numbering pattern.
Program number Description

WH01-WH40 Online entry forms
WH80 Inquiry forms
WH110-WH190 Batch update programs
WH201-WH226 File listings and reports

WH520 Interface program for performing feedback
electronically
WH830 Shipment load program
Related programs are numbered alike. For example, WH30.1,

WH130, and WH131 all relate to picking.
• WH30.1 is the online picking feedback form.
• WH130 is the batch program that prints the pick list.
Warehouse Procedures Manual Chapter 4 System Logic 101

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System-Assigned Routes
S y s te m -A s s ig n e d R o u te s
The Warehouse system assigns routes by order line. Each line
can be delivered to a different address by a different route.
If you do not enter a route on the order and no route exists for the
customer, the system assigns route 0 when you print the pick list.
R o u te D e fa u lts
Consider the following example. You enter an order for a new
customer and have no route and stop assigned to the customer.
The system calculates the day of the week for the expected ship date
and finds the next available delivery day. It assigns the order to the
next scheduled delivery date.
A route defaults from the route assigned to the customer. When
entering the order, you can override this route and enter a route of
0. The route that defaults is the route for the next expected ship date
or the next scheduled delivery date.
Note Changing an existing route to route 0 is the only override you can
make when entering an order.
If an order is assigned to route 0, the system builds stops in

increments of five. For example, the first stop on route 0 is 5, the
second 10, and the third 15. The increments let you move and add stops
in the route later.
Stops are based on customer and destination combinations. A stop
must be unique to a customer and destination.
D e liv e ry D a y C h a n g e
Suppose you have a customer to whom you deliver on
Wednesdays. The customer calls on Monday to ask that you
change the delivery to today. You have defined a Monday route in
the Order Entry system that goes near the customer’s place of
business. Assign route 0 when entering the order and transfer the
order from route 0 to route 2, which is the Monday route.
Create a new stop for the order on route 2. For information, see
“Delivering Orders by Route” in chapter 3.

Version 7.2.0
Shipment Backordered or Voided Service
S h ip m e n t B a c k o rd e re d o r V o id e d S e rv ic e
During picking, packing, and shipping feedback, you can
backorder or void shipment lines. The three forms you use to
backorder or void shipment lines are:
• WH30.1 (Picking Feedback by Shipment)
• WH31.1 (Packing Feedback by Shipment)
• WH32.1 (Shipping Feedback by Shipment)
Using these forms, you can backorder an entire shipment with the
Backorder form action, or backorder or void a shipment line using the
Backorder or Void line action. For information on backordering
shipments, see the following sections in chapter 3:
• “Performing Picking Feedback”

• “Performing Packing Feedback”
• “Performing Shipping Feedback”
If you have installed Enterprise Workflow and enabled the
Shipment Backordered or Voided service, an E-mail notice is sent
to the user who created the order in the Order Entry system.
The E-mail notice indicates that a shipment line was backordered or

voided. The notice also indicates:
• Company
• Location
• Originating document
• Shipment and shipment line number,
• Item
• Status
• Action taken (backorder or void)
• Old and new quantity
For more information on the service, see the Enterprise Workflow
Procedures Manual.

Version 7.2.0
Future Days Calculation
The allocation date is selected as part of company setup. When

defining your company in the Billing system, you select a date for
the system to use when allocating in batch mode (expected ship
date, customer requested date, or order entry date). The system
adds the number of future and leadtime days to the current date
(the day you run the program) and compares that date to the
allocation date.
Note You can override the expected ship date on the order as you
add it.
For example, you enter a future order for a customer on January

11 and run WH110 to allocate inventory. The number of future
days is 5 and the number of leadtime days for the item is 2.
You chose the expected ship date as the batch allocation date.
Based on the number of ship days specified at the process level
in the Billing system, the system calculates the expected ship date
as February 1 (number of ship days plus the order entry date).
Future days + Leadtime days + Today’s date must be greater than

or equal to the allocation date
5 + 2 + January 11 = January 18
The system does not allocate the future order because January 18
is not greater than or equal to February 1, which is the allocation
date.
If you run the program again on January 25, the system allocates the
future order because February 1 is greater than or equal to the allocation
date of February 1.

Version 7.2.0
Future Days Calculation
Using program You can
WH20.1 (Inventoried Allocation) Override an allocation

priority for inventoried
items.
R e q u is itio n s
For requisitions, there are two places that you can assign
allocation priority (listed in ascending sequence).

RQ10.1 (Requisitions)
Assign allocation at the
header and line level. The
priority set at the line level
overrides the priority set at the
header level.
WH20.1 (Inventoried Allocation) Override an allocation
priority for inventoried items.
F u tu re D a y s C a lc u la tio n
You must run WH110 (Batch Allocation) to allocate inventory for
future orders. The system can or cannot allocate inventory for
future orders and order lines, based on the results of the following
formula.
Future days + Leadtime days + Today’s date

The results must be greater than or equal to the allocation date.
When you run WH110, you enter the number of future days
needed to prepare the order for shipment. The leadtime days is
the average number of days it takes to get an item from a vendor.
Specify item leadtime days in the Inventory Control system. For
more information, see the Inventory Control Procedures Manual.
Note If the item does not have a leadtime specified, the system uses
zero for the lead time days.

Version 7.2.0
Allocation Hierarchy
Status Processing
number status You have
4 Released
Released the shipment by running
WH190 (Shipment Release) or using
WH32.1 (Shipping Feedback by
Shipment).
5 Closed
Created the shipment-related invoice
by running OE129 (Daily Shipment
Journal) or printed the delivery ticket
by running RQ120 (Delivery Ticket).
Note The shipment is fully processed

and the invoice is ready for editing,
printing, and subsystem update.
A llo c a tio n H ie ra rc h y
The Warehouse system follows a certain order in determining the
allocation priority for items. The order is different based on the kind of
document (orders or requisitions).
O rd e rs
For orders, there are three places that you can assign allocation
priority (listed in ascending sequence).
AR10.1 (Customer)
Add customers in the
Accounts Receivable
system and assign them an
allocation priority.
Any order entry form:
Override the allocation
OE10.1 (Item Speed Entry)
priority at the order
OE10.2 (Customer Item Speed
header level.
Entry)
OE10.3 (Item Entry)
OE10.4 (Customer Item Entry)
96 Chapter 4 System Logic

Version 7.2.0
C h a p te r 4
S y s te m L o g ic
This chapter contains the following topics.
• Shipment Status Codes

• Allocation Hierarchy
• Future Days Calculation
• Shipment Backordered or Voided Service
• System-Assigned Routes
• Program Numbering
S h ip m e n t S ta tu s C o d e s
As you process shipments in the Warehouse system, their status
codes change. The following table describes these shipment
status codes.
Note The status reflects the processing step you just completed.
Status Processing
number status You have
0 Printed
Printed the pick list (the process type
determines the next step you need to
perform).
1 Picked
Performed picking feedback (the
process type determines the next
step).
2 Packed
Performed packing feedback and are
ready to perform shipping feedback.
3 Shipped
Performed shipping feedback and
are ready to release the shipment.

Version 7.2.0 Chapter 4 System Logic 95
Delivering Orders by Route
94 Chapter 3 Procedures Warehouse Procedures Manual

Version 7.2.0
T ra n s fe rrin g O rd e rs
Use the following steps to transfer orders from one route to
another.
To transfer an order from one route to another

1. Use WH21.4 (Document Transfer).
Select the Change form action and enter the route and stop to which
the order is transferred.
2. Use WH21.1 (Routes) to release the route.
Warehouse Procedures Manual Chapter 3 Procedures 93

Version 7.2.0
4. Select the Release form action to release the route. If you do

not release the route, it is not reflected when you print the pick
list.
Note You cannot make changes to a released route.
D e le tin g O rd e rs o n a S to p
Use the following steps to delete orders assigned to a stop.
To delete orders on a stop
1. Use WH21.2 (Stops).

Select the Change form action and the Delete line action.
Tip The Delete form action deletes the route. You must run
WH120 (Route Creation) to recreate the route.
Select the Release form action.
T ra n s fe rrin g S to p s
Use the following steps to transfer a stop from one route to
another.
To transfer a stop from one route to another
1. Use WH21.3 (Stop Transfer).

Select the Change form action and enter the route and stop to which
the stop is being transferred.
Select the Release form action.

Version 7.2.0
When you print the pick list, the system deletes the temporary
route file. You cannot change routes after printing the pick list.
Tip If you do not run WH120 before printing the pick list, no
orders print for the route.
6. Optional. Run WH131 (Bulk Pick List) to perform bulk picking.

7. Perform picking, packing, and shipping feedback (as required
by the process type).
8. Run WH190 (Shipment Release) to release the shipment.
- or -
Use WH32.1 (Shipping Feedback by Shipment). Select the
Release form action for the shipment you want to release.
9. Run OE129 (Daily Shipment Journal) to create the shipment-
related invoice.
Tip If you invoice at the company level, do not enter a process level
when creating the shipment-related invoice.
Optional report
• Run WH210 (Route File Listing) to list routes created by the
temporary route file.
Routes print in order of delivery date, route and stop, order
number, cubic size and weight, and number of pieces.
C h a n g in g a n d D e le tin g S to p s
Use the following steps to change or delete stops along a route.
To change or delete stops

1. Run WH120 (Route Creation) to create routes for any delivery
date, location, and route combination.
2. Use WH21.1 (Routes) to change or delete stops created by
running WH120.
The form displays the stop, customer, order, cubic feet and
weight, and number of pieces for each stop.
3. Select the Change form action and the Change or Delete line
action for each stop you want to change or delete.

Version 7.2.0
P ro c e s s in g O rd e rs b y R o u te
Use the following steps to process route orders.
To process orders by route
1. Enter and release the order using any order entry form.
You can change the expected ship date, but not the requested
delivery date on the order line.
Tip Freight charges are not usually part of route processing

because you deliver the goods yourself. However, you can enter
freight codes and charges on the order and they will be assigned
to the first shipment.
2. Run WH120 (Route Creation) to build the temporary file of

route orders to be picked, packed, and shipped.
In the Route field, select Specific or All to build work files for
one or all routes. The system assigns each line to the next
available route. It calculates the day of the week for the
expected ship date and finds the next available delivery day.
The quantity, cubic feet, and weight print by route and stop.
3. Optional. Use one of four forms to make changes.

• WH21.1 (Routes)
• WH21.2 (Stops)
• WH21.3 (Stop Transfer)
• WH21.4 (Document Transfer)
Select the Release form action. The system changes the
temporary route file.
5. Run WH130 (Pick List Print) to print the pick list.
The stops print in reverse on pick lists, so that the last stop is
loaded first and the first stop is loaded last.
The pick list prints all routes created by a run of WH120 (Route
Creation). For example, if you ran WH120 through Friday, the pick
list prints routes through Friday if the Through Expected Ship Date
includes the delivery date.

Version 7.2.0
A d ju s tin g R o u te s
You can change routes and stops after building the temporary
route file and before printing the pick list. By changing routes and
stops, you can adapt deliveries for a specific route to the size of
the truck.
The following table shows the changes you can make and where you
make them.
Use To
WH21.1 (Routes) Change or delete stops or change the
sequence of stops
WH21.1 (Routes) Delete orders on a stop or delete a route
WH21.1 (Routes) Transfer a stop to another stop in the

same route or to a stop in another route
WH21.1 (Routes) Transfer an order from one route and stop

to another
WH21.1 (Routes) and WH21.2 (Stops) display cubic feet and

weight if you enter the cubic feet and weight of items in the
Inventory Control system. This information is valuable for the
person transporting the goods.
Note Create PO documents are allowed with route processing as long

as you get the items from a vendor and deliver them to the customer
yourself. For example, a customer orders inventoried and special
items, and wants them shipped together.
All orders placed by route processing companies process

normally after you print the pick list. For information on entering
orders, see the Order Entry Procedures Manual.

Version 7.2.0
D e liv e rin g O rd e rs b y R o u te
Route processing is a one-time decision you make when setting up
your company in the Billing system.
Routes let you decide

• which customers to deliver to on which day and
• the sequence in which the truck visits each customer.
You define routes in the Order Entry system and process route
orders in the Warehouse system. For information on defining routes,
see the Order Entry Procedures Manual.
Note Route delivery is not available for requisitions.
A s s ig n in g R o u te s
Routes are defined by inventory location and the day of the week. You
assign each route a number.
Assign customers as stops along the route. A customer can
belong to more than one route. Each truck has its own separate route
number. For example, you deliver to a customer on the
Monday route. Later in the week, you deliver to the same customer on the
Thursday route.
If you do not assign a route and stop for a customer or order, the
system assigns route 0 when you print the pick list. This feature is
especially useful for new customers. For information on route
defaulting, see “System-Assigned Routes” in chapter 4.
The main difference between route orders and other orders is that you
must run a batch program to build a temporary route file
before printing the pick list. The program puts each order line on the
proper route (the next available route). You cannot change routes after
printing the pick list.

Version 7.2.0
Processing Documents with Catch Weight Items
Note This step is only required for batch allocation companies. For
both online and batch allocation companies, the catch weight item
is allocated in the stock unit of measure.

4. Optional. Use WH30.1 (Picking Feedback by Shipment) to
perform picking feedback.
Select the Finish form action to pick the full quantity.

You can select the Change form action and choose the C button
to open the Catch Weight subform. Enter the picked quantity in
stock unit of measure.
5. Optional. Use WH31.1 (Packing Feedback by Shipment) to

perform packing feedback.
Select the Finish form action. You can select the Change form
action and choose the C button to open the Catch Weight
subform.
Enter the packed quantity in stock unit of measure. When you are
ready to ship the goods, weigh the catch weight item again to ensure
accurate billing.
6. Use WH32.1 (Shipping Feedback by Shipment) to perform

shipping feedback.
Select the Finish form action. The system transfers you to the
Catch Weight subform. Enter the shipped quantity in stock unit
of measure.
- or -
related invoice or run RQ120 (Delivery Ticket) to print the
delivery ticket.
Optional report
• Run WH222 (Shipments In Process) to list shipments by
process step (Pick, Pack, Ship, Release, or Close).

Version 7.2.0
Note The LAWSON INSIGHT II Sales Analysis system is updated

with both units of measure for catch weight items from orders. You
can analyze sales by either stock or secondary unit of measure.
Consider the following example. A company stocks and prices

frozen chicken by the pound and buys and sells it by the box. The
stock unit of measure is pounds, and the secondary unit of
measure is boxes.
The system uses both units of measure to make sure that the
customer is billed correctly. Suppose a customer or requester
asks for two boxes of chicken. You price chicken by the pound at $1.00
for each pound. The conversion information for the item indicates there
are 40 pounds of chicken to a box. Because
chickens are not all the same weight, there are actually 38 pounds in one
box and 39 in another. The customer or requester would not be billed
properly for what was received.
With catch weight items, you weigh the frozen chicken again
before performing shipping feedback to make sure the customer or
requester only pays for what is received.
Because the customer requested 80 pounds of chicken but

received only 77 pounds, the invoice or delivery ticket shows
$77.00 (77 pounds at $1.00 per pound).
P ro c e s s in g w ith C a tc h W e ig h ts
Use the following steps to process documents with catch weight
items.
To process catch weights

1. Use one of the document entry forms to add a document with
catch weight items.
The customer or requester enters the catch weight item in

selling unit of measure. The system prices the item in
secondary unit of measure.
Select the Release form action to release the document.
2. Optional. Run WH110 (Batch Allocation) to allocate inventory.

Version 7.2.0
P ro c e s s in g D o c u m e n ts w ith C a tc h W e ig h t Ite m s
Catch weight items let you stock, sell, and buy items by weight and
a secondary unit of measure. Catch weights are meant for items
that do not have a fixed relationship between the unit of measure
you stock or sell them in and the unit of measure in which you price
them.
When setting up a catch weight item in the Inventory Control
system, you specify
• stock and secondary units of measure,

• which kinds of transactions require both units of measure (all,
issues, or receipts),
• optional variance percentage, and
• conversion information for the stock and secondary unit of
measure.
In the Inventory Control system, you can set up a unit of measure as a
default and allow other units of measure for the same function (buying,
selling, and pricing). However, you can assign only one default unit of
measure for each function.
For information on defining items and units of measure, see the
Inventory Control Procedures Manual.
Note Catch weight items are slightly different from items with
multiple units of measure. The system tracks a catch weight item in
inventory using only the stock unit of measure. Items with
multiple units of measure can be tracked in many units of
measure; for example, by the case, box, and each.
U s in g U n its o f M e a s u re
For catch weight items, you must set up the default unit of
measure for transactions and pricing as the stock unit of measure. The
default unit of measure for buying and selling must be the secondary
unit of measure.
Usually, the stock unit of measure is in lower increments than the
secondary unit of measure. The secondary unit of measure is how you
usually buy the item.

Version 7.2.0
Processing Kits

- or -
9. Run OE129 (Daily Shipment Journal) to create a shipment-

related invoice or run RQ120 (Delivery Ticket) to print the
delivery ticket.
Optional report and inquiries
• Run IC260 (Kit/Assembly Listing) to list make-to-order kit

assemblies.
• Use IC65.1 (Component Where Used) to inquire on kits (both
make-to-order and finished goods) that are associated with a
component.
• Use IC67.1 (Kit Availability) to view component availability for

a specific number of make-to-order kits.
A s s ig n in g D e ta ils to K it C o m p o n e n ts
Use the following steps to assign details to components that are
tracked by bin, lot, serial number, or multiple unit of measure.
To assign details to components
1. Use one of the component detail forms to manually assign

details to components.
• WH34.1 (Component Bins)

• WH34.2 (Component Lots)
• WH34.3 (Component Serials)
• WH34.4 (Component UOMs)
2. Select the Change form action and the Change line action.
Enter the bin, unit of measure, and quantity.

Version 7.2.0
Processing Kits

• WH30.2 (Picking by Batch)
• WH30.3 (Bin Sequence Picking Feedback)
Select the Finish form action.
- or -
Run WH132 (Batch Feedback) to perform picking feedback on
several documents at once.
In the Feedback Step field, select Pick.

5. Optional. Use one of the packing feedback forms to perform
packing feedback.
• WH31.2 (Packing by Batch)
• WH31.3 (Bin Sequence Packing Feedback)
- or -
Run WH132 (Batch Feedback) to perform packing feedback on
In the Feedback Step field, select Pack.
6. Use one of the shipping feedback forms to perform shipping

feedback.
• WH32.2 (Shipping by Batch)
• WH32.3 (Bin Sequence Shipping Feedback)
- or -
Run WH132 (Batch Feedback) to perform shipping feedback on
In the Feedback Step field, select Ship.
7. Optional. Use one of the component detail forms to manually

assign details to kit component items.
For information, see “Assigning Details to Kit Components.”

Version 7.2.0
Processing Kits
You can change these assignments later by using one of the

WH34 forms. For component items that are detail-tracked, you
must assign details before completing shipping feedback.
To preassign details for component items
1. Use one of the following forms to preassign details:

• WH20.3 (Bin Allocation)
• WH20.4 (Lot Allocation)
• WH20.5 (Serial Allocation)
• WH20.6 (UOM Allocation)
2. Select the Change form action.
In the Component Sequence field, select the component

sequence number.
3. Select the Add line action.
Enter the bin, lot, serial number, or unit of measure and the
quantity you want to preassign.
P ro c e s s in g M a k e -to -O rd e r K its
Use the following steps to process make-to-order kits.
To process make-to-order kits

1. Enter the kit document using any of the document entry forms.
2. Optional. Use one of the WH20 forms to preassign details for

component items.
For information, see “Preassigning Details for Component

Items.”

All kit component options must be selected and assigned
before they appear on the pick list.
The program lists the component items and any accessories. In

the Allocate Details field, you can select Yes to instruct the system
to preassign details.
4. Optional. Use one of the picking feedback forms to perform

picking feedback.

Version 7.2.0
Processing Kits
U s in g M a k e -to -O rd e r K its
Make-to-order kits are assembled with components after they
have been ordered or requisitioned. Components are stocked
separately.
The kit does not exist until you enter a document containing the kit item.
The system checks availability and allocates at the
component level.
A kit item is not allocated and cannot be released until you select
all available options. Based on availability, kit components are
allocated or backordered. The system allocates by kit quantity. For
example, if you request three and only have enough to allocate
one, the system allocates one set of components and backorders
the rest.
The sequence in which you enter components determines the
sequence in which the system allocates and prints components.
The pick list prints the required component items separately.
Component items are allocated, picked, packed, and shipped
individually.
For component items with details, you can select the bin, lot, serial
number, and unit of measure to allocate from or run WH130 (Pick List
Print) to allocate details automatically.
Note Kit items and their components cannot be catch weight items
but can be added as a create PO document line. A make-to-order
kit is dropshipped as a nonstock item (not exploded into
components).
P re a s s ig n in g D e ta ils fo r C o m p o n e n t Ite m s
For make-to-order kits, you can preassign details to component
items that are tracked by
• bin,
• lot,
• serial number, and
• multiple unit of measure.

Version 7.2.0
Processing Kits
P ro c e s s in g K its
You define kit items and their components as inventoried items in the
Inventory Control system. Components are set up in multiple kits or
can be set up as a kit item itself.
The two kinds of kits are
• finished goods (formerly called make-to-stock) and

• make-to-order kits.
For information on defining kits, see the Inventory Control
Procedures Manual.
U s in g F in is h e d G o o d s
Finished goods are produced and stored as a kit, unlike make-to-
order kits. They can be
• ordered in the Order Entry system,

• allocated at the kit level in the Warehouse system, and
• produced using the Work Order system.
A finished good is composed of components, packaging,
byproducts, burdens, and comments. Components for all finished
goods are required. Byproducts are products that are created as
a result of producing a finished good. For example, for a finished
good of hamburger patties, a byproduct could be edible fat.
Burdens are a resource that has costs associated with it. In the
Work Order system, burden refers to production costs in addition
to the cost of components, such as the cost of labor, utilities, and
machine setup.
You process a finished good like any other inventoried item. For
information, see “Processing Orders.”

Version 7.2.0
Processing Future Orders
P ro c e s s in g F u tu re O rd e rs
A future order is not delivered or allocated until some point in the
future. You can create a future order for any kind of item.
You allocate future orders by running a batch program after

entering and releasing the order. Once the system allocates the
future order, you process it like any other order. Both online and
batch allocation companies run the same batch program for
allocating future orders.
When you run WH110 (Batch Allocation), enter the number of
future days. The system adds this value to
• the number of leadtime days for the item from the Inventory
Control system and
• today’s date.
If the combined date is equal to or greater than the allocation date (entry
date, customer requested date, or expected ship date), the system
allocates the future order. You define the allocation date when setting
up the company in the Billing system. The system lets you override
these dates on the order.
Note For information on creating future orders, see the Order Entry
Procedures Manual. For information on the allocation formula, see
“Future Days Calculation” in chapter 4.
To allocate future orders

1. Run WH110 (Batch Allocation) to allocate inventory after
entering and releasing the future order.
2. In the Future Days field, enter the number of future days to
prepare for shipment.
The program lists unreleased, ready-to-allocate lines for
online allocation companies.
Optional report
• Run WH220 (Ready to Allocate) to list document lines that are
released but not allocated.
The report shows the originating system, document and line
number, and open and allocatable quantities.

Version 7.2.0
Creating Bills of Lading
P e rfo rm in g S h ip p in g Feedback A c ro s s
S h ip m e n ts
Use the following steps to perform shipping feedback across
shipments having the same BOL number.
To perform shipping feedback across shipments
1. Use WH40.2 (BOL Feedback) to perform shipping feedback.
2. Select the Finish form action to perform shipping feedback in

full.
The shipments must be in the same processing stage before you

select the Finish form action.
Tip If you performed feedback, select the Undo Feedback form

action.
S h a rin g F re ig h t C h a rg e s in a B ill o f L a d in g
Use the following steps to share freight charges for the same Bill of
Lading.
To share freight charges

1. Use WH40.2 (BOL Feedback) to share freight charges based
on the cubic feet or weight of each shipment.
Select the Change form action. In the Allocate By field, select

Cubic or Weight to allocate freight charges in a Bill of Lading.
2. Select the Change line action. Enter the freight charge for the
shipment.
The system updates the Total Freight field based on your
changes.
Tip You cannot share freight charges across shipments that

have different freight codes on the same Bill of Lading.

Version 7.2.0
To print Bills of Lading

1. Run WH140 (Bill Of Lading Print) to print the form after you
define the BOL.
Note Items are summarized by freight class.
2. In the Shipment Status field, select the status to include

(Picked Not Packed, Packed Not Shipped, Shipped Not
Invoiced, or Invoiced).
A d d in g B O L s D u rin g F e e d b a c k
Use the following steps to add BOL numbers during picking,
packing, or shipping feedback.
To add BOL numbers during feedback
1. Use any picking, packing, or shipping feedback form.
2. Select the Change form action.

3. Choose the Shipment Info button to open the Additional
Shipment Info subform.
In the BOL Number field, select a BOL number.

Version 7.2.0
C re a tin g B ills o f L a d in g
A Bill of Lading (BOL) shows the cubic weight and feet of items
contained in a shipment. The person transporting the goods uses this
information to better manage the load.
You enter the following during item setup.
• Freight class
• Item weight in stock unit of measure
• Item size in cubic feet
For information, see the Inventory Control Procedures Manual.
When you perform feedback you enter the
• freight charge,
• carrier number, and
• Bill of Lading number.
These items print on the BOL. A batch program lets you share
freight charges across shipments based on the cubic feet and
weight. You can have several shipments on the same BOL.
Note You must assign a BOL number for document and shipment
combinations before sharing freight charges.
D e fin in g B ills o f L a d in g fo r S h ip m e n ts
Use the following steps to define Bills of Lading.
To define Bills of Lading

1. Use WH40.1 (Bill Of Lading).
The form displays the document and shipment number,

status, number of cartons, cubic feet, and weight.
3. Enter the BOL number for the appropriate shipment.

Version 7.2.0
Tracking MSDS Forms
Optional report
• Run OE224 (Shipped Not Invoiced) to list shipped lines that
have not been invoiced.
T ra c k in g M S D S F o rm s
A Material Safety Data Sheet (MSDS) is a government form that
is required for hazardous items. Companies must send these
forms to customers the first time each year that they order a
hazardous item.
The Warehouse system does not print MSDS forms, but does keep
track of when you sent the form to customers.
You define items as requiring the MSDS form during item setup.
When you add an order, a field exists at the order line level to
indicate if the item requires an MSDS form. If you select Yes, an
MSDS form is required for the first shipment of the year.
Enter the date the form was sent to a customer during picking,
packing, or shipping feedback. You cannot complete shipping
feedback until the date is entered if the form was not sent in the
last year.
To track MSDS forms
• Use any of the picking, packing, or shipping feedback forms to

record the date you sent an MSDS form to a customer.
The system automatically transfers you to the Line Info

subform if the shipment line contains an MSDS item. Enter the date
you sent the MSDS form to the customer (if one was not sent in the
last year).
Optional report
• Run WH225 (MSDS Listing) to list items that require the
MSDS form.

Version 7.2.0
Processing Proof of Delivery Orders
After the customer returns the POD form, you enter the date it was
received on a shipping feedback form and bill the customer. The
system does not let you bill a POD customer until the POD form is
returned by the customer or the grace period expires.
POD processing ensures accurate billing because the customer is only

billed for the part of the shipment that was accepted.
P ro c e s s in g O rd e rs
Use the following steps to process POD orders.
To process POD orders

1. Enter and release the order on any order entry form.
2. Optional. Run WH110 (Batch Allocation) to allocate inventory.
This step is only required for batch allocation companies.
3. Run WH130 (Pick List Print) to create a shipment and a pick
list.
4. Optional. Perform picking and packing feedback if required by
the process type. For information, see “Performing Picking
Feedback” and “Performing Packing Feedback.”
5. Use one of the shipping feedback forms to indicate what you
shipped. For information, see “Performing Shipping
Feedback.”
6. Run WH126 (POD Print) to print the POD form and ship it to
the customer.
Receive the form from the customer; use one of the feedback
forms to record the POD returned date.
7. Complete shipping feedback and run WH190 (Shipment
Release) to release the shipment.
- or -

related invoice.
Tip OE129 automatically invoices the shipment if the POD form

was not returned and the grace period expires.

Version 7.2.0
Processing Proof of Delivery Orders
Tip If the system uses the expected ship date for batch
allocation, the program does not allocate backordered lines until
or after that date. You can override the expected ship date on
orders.
Optional report
• Run WH226 (Items on Backorder Report) to list items that

have been backordered at a specific location.
P ro c e s s in g P ro o f o f D e liv e ry O rd e rs
Some customers require confirmation of receiving goods before
being billed for them. Proof of Delivery (POD) forms let you do just
that. They are useful for large shipments and shipments of high
value.
Note Proof of delivery processing is used with orders, not

requisitions.
S e ttin g U p
You set up the POD requirement at three levels (shown in
ascending hierarchy).
Level In this system Using program

Customer Accounts
AR08.1 (Customer Defaults)
Receivable
AR10.1 (Customer)
Ship-to Billing
BL02.1 (Ship To)
address
Order Order Entry
OE10.1 (Item Speed Entry)
OE10.2 (Customer Item Speed
Entry)
OE10.3 (Item Entry)
OE10.4 (Customer Item Entry)
A customer can be designated as requiring POD. The POD form is

printed and sent with each shipment. A customer can accept the goods
shipped, reject the entire shipment, or reject part of the shipment and
accept the rest.

Version 7.2.0
Processing Backorders
P ro c e s s in g B a c k o rd e rs
When you add a document line for which there is insufficient stock,
the system displays a message that a backorder exists. After you
receive more, allocate the backordered line using either the
• batch program or an
• online form.
For information on changing allocation online, see “Allocating in
Online Mode.”
The Warehouse system creates multiple shipments for

backorders if you run WH130 (Pick List Print) before all lines are
allocated. After the backordered quantities are allocated, you process
the shipment normally.
For example, you enter a document for 10 boxes of canned corn
and 10 boxes of canned peas. You are currently out of canned
peas but expect to receive more in three days. When you print the
pick list, it creates a shipment for the released and allocated items;
only the canned corn appears. You receive, stock, and allocate
the canned peas.
Three days from now, when you print the pick list again, the
program prints the remaining items that are allocated (canned
peas). The system creates a second shipment for the same
document.
Note For information on how to merge shipments, see “Merging

Shipments.”
To allocate backordered items by batch
1. Run WH110 (Batch Allocation) to allocate inventory for

backordered items.
2. In the Allocate Backorders field, select All to allocate

unreleased and released documents. Select Yes to allocate
released documents only.
For batch allocation companies, if you do not use WH20.1

(Inventoried Allocation) to change allocation and you select All in the
Allocate Backorders field, you must have a backorder to be able to
deallocate.

Version 7.2.0
Releasing Shipments
Releasing a shipment creates different records, based on whether the

original documents were requisitions or orders. The following table
shows what happens when you release shipments for both orders and
requisitions.
For this kind of

document Releasing a shipment
Requisitions Creates an unreleased inventory transaction

record, but does not post to the General
Ledger system. You run IC130 (General
Ledger Interface) to post to the correct
general ledger accounts.
Orders Creates an historical inventory transaction
record. You print the invoice and run BL123
(Sub-System Update) to create general ledger
transactions.
To release shipments
• Use WH32.1 (Shipping Feedback by Shipment) and select the

- Or -
1. Run WH190 (Shipment Release).
The program lists document and shipment numbers,
requested and actual ship dates, items, and number of days
late.
2. Optional. In the Report Only field, select Yes to list shipments

before you actually release them.
Note After you have released a shipment, you cannot undo

feedback or change detail assignment.
Optional report

Version 7.2.0
Releasing Shipments
A u to m a tic a lly A s s ig n in g D e ta ils

You can ask the system to assign details for you by running a
batch program. The program assigns details to shipment lines and
lets you indicate which bin selection method to use (consolidate or
speed pick).
After assigning details automatically, you can change them

manually. For information, see “Manually Assigning Details.”
To automatically assign details
1. Run WH130 (Pick List Print).

2. In the Allocate Details field, select Yes. Selecting Yes instructs
the system to assign details for you.
3. In the Bin Allocation Purpose field, select either Consolidate

Bins or Speed Picking to instruct the system which bins to pick
from.
The pick list prints with bin, lot, serial number, and multiple unit of
measure details.
R e le a s in g S h ip m e n ts
The next processing step after performing feedback is to release
the shipment. The two ways to release shipments are to run a
batch program, WH190 (Shipment Release) or to use the online
program, WH32.1 (Shipping Feedback by Shipment) with the
Release form action.
You release shipments
• after performing shipping feedback and

• before creating the shipment-related invoice (orders) or
closing the requisition and printing the delivery ticket
(requisitions).
Releasing a shipment reduces the available stock on hand in the
Inventory Control system.
Note EDI companies run WH190 to send advance ship notices to their
customers. For information, see the Supply Chain
Management Technical Guide.

Version 7.2.0
Performing Detail Feedback
M a n u a lly A s s ig n in g D e ta ils
You can assign details to shipment lines if you did not assign them
previously or want to change how the system assigned them when you
ran the pick list.
For information on having the system assign details for you, see
“Automatically Assigning Details.”
To manually assign details

1. Use one of the following forms to manually assign details:
• WH33.1 (Bins)
• WH33.2 (Lots)
• WH33.3 (Serials)
• WH33.4 (UOMs)
Enter the quantity you want to assign to the bin, lot, serial
number, or multiple unit of measure.
Together, the total for all bins and lots must be the same as
the picked, packed, and shipped quantity printed on the pick
list.
- or -
Select the Change form action and the Add or Delete line
action.

Version 7.2.0
P re a s s ig n in g D e ta ils
You can preassign details for items that require tracking by bin, lot, serial
number, or multiple unit of measure.
If needed, you can change the bin, lot, serial number, or multiple
unit of measure. For information, see “Manually Assigning
Details.”
To preassign details
1. Use one of the following allocation forms to preassign details:

Tip The total quantity must match for a line across bins and lots.
For example, if the line total is 50, you can preassign from several
bins and lots, but the total quantity across all bins and lots for the
same line must be 50.
2. Select the Change form action and the Add line action.
The system requires you to add or delete one line at a time.

3. Enter the quantity you want to preassign for the document
line.

Version 7.2.0
A s s ig n in g D e ta ils in W a re h o u s e
The Warehouse system can automatically assign bins, lots, serial
numbers, and units of measure when printing the pick list.
However, if you do not assign details at this stage, you must do so
before completing shipping feedback. You can change the details
assigned by using one of the WH33 forms.
Note You cannot change how details are assigned after releasing a
shipment.
Tracking by lot and sublot is useful because documents must

often be filled from the same lot. Frequently, subsequent
documents must be filled from the same lot as from a previous
document.
For example, a drug company sells an item by lot. They require that a
single document be filled from a single lot. The Warehouse system lets
you
• preassign details for lines,

• assign details automatically when printing the pick list, and
• assign details manually.
When you define lots in the Inventory Control system, you can
enter an expiration date for the lot. When allocating at the detail
level, the system uses the oldest lots first. The system will not
assign a lot when the date is past the lot expiration date.
Note Kit component items can be tracked by bin, lot, serial number, or
multiple unit of measure. For information, see “Preassigning Details for
Component Items.”

Version 7.2.0
P e rfo rm in g D e ta il F e e d b a c k
Inventoried items are the only items you track by bin, lot, serial
number, or multiple unit of measure. While performing detail
feedback, there are some issues you need to be aware of,
including:
• Setting Up in Inventory Control

• Assigning Details in Warehouse
• Preassigning Details
• Manually Assigning Details
• Automatically Assigning Details
S e ttin g U p in In v e n to ry C o n tro l
You define items as being tracked by bin, lot, serial number, or
multiple unit of measure when setting them up in the Inventory
Control system. Another setup task is to define bins and lots before
you can assign details.
The Inventory Control system lets you specify a bin storage code that
defines the physical limits of the bin. You can assign storage codes to
bins and items.
For bin-tracked items, you indicate which bins to pick from when
defining an inventory location. The two ways to select bins are
• consolidate and
• speed pick.
With the consolidate bins method, you empty as many bins as
possible, starting with the least full bin. With speed picking, the
system assigns bins to documents starting with the most full bin.
For more information, see the Inventory Control Procedures
Manual.
In the Warehouse system, you can choose a bin selection method at

another level. When you print the pick list, the program lets you decide
between consolidate and speed pick.
Note If you select one bin method at the location level and another
while printing the pick list, the system uses the pick list method.

Version 7.2.0
Performing Shipping Feedback
By merging shipments, you can create only one invoice for the
same
• document,
• destination, and
• location.
Merge shipments on the feedback forms before completing
shipping feedback. After you merge shipments, you cannot undo
the merge. The shipments must be at the same processing stage.
To merge shipments
1. Use WH32.1 (Shipping Feedback by Shipment) to merge
shipments.
2. Select the Change form action and choose the Merge button
to open the Merge Shipments subform.
3. Choose OK twice to merge all shipments for the same

document number, destination, and location.
When you complete shipping feedback, all lines appear on only

one shipment.
Optional reports and inquiries

• Use WH80.1 (Shipment Inquiry by Location) to inquire on
shipments for a specific location.
Use the Drill Around feature for more information about the
shipment.
• Use WH80.2 (Shipment Inquiry by Document) to inquire on

shipments for a specific document.
shipment.

Version 7.2.0
In te rfa c in g S h ip p in g F e e d b a c k
You can perform large amounts of shipping data that you scanned
by running an interface program. Run WH520 (Batch Feedback
Interface) after printing the pick list. You select one kind of
feedback to interface at a time (picking, packing, or shipping
feedback).
For information on performing interface feedback, see the Supply
Chain Management Technical Guide.
O v e rs h ip p in g L in e Q u a n titie s
The Warehouse system lets you ship more than what was printed on a
shipment line. Use one of the online forms to increase the line quantity
and ship more than the original line.
Note You can overship line quantities and picking and packing
feedback will automatically be updated.
To overship line quantities

1. Use any document entry form to increase the document line
quantity after printing the pick list.
2. Use WH32.1 (Shipping Feedback by Shipment) to ship more

than what was originally entered on a line.
3. Select the Change form action and the Over Ship line action
for the line you want to overship.
4. Enter the quantity you shipped.
M e rg in g S h ip m e n ts
A single document or document line can cause the system to
create several shipments, for example, because of backorders or
create PO documents.
When processing a document with more than one shipment, each

run of OE129 (Daily Shipment Journal) creates an invoice for each
shipment. Frequently, customers want only one invoice. The
Warehouse system provides a function called merge shipments
for this reason.

Version 7.2.0

• Run OE224 (Shipped Not Invoiced) to list errors that prevent
invoicing (for example, freight charges not entered).
shipment.
shipment.
P e rfo rm in g B a tch S h ip p in g F e e d b a c k
You can perform batch shipping feedback for one kind of feedback
as long as the previous processing step is complete. Run WH132
(Batch Feedback) to perform large amounts of feedback at one
time.
Use the online feedback forms to handle exceptions (to change
picked, packed, and shipped quantities) after running WH132.
To perform batch shipping feedback

1. Run WH132 (Batch Feedback) to perform batch feedback.
2. In the Batch Number field, select the batch for which you want
to perform feedback.
Batch numbers are assigned when you run WH130 (Pick List
Print).
3. In the Feedback Step field, select Ship to perform shipping
feedback in full.

Version 7.2.0
4. Optional. When you perform feedback by shipment, you can

choose the Merge button to open the Merge Shipments
subform. The Merge function is available only when shipping
feedback has not been completed.
Use the subform to merge all shipments for a single

document, destination, and location. All shipments to be
merged must be at the same processing step (picking,
packing, or shipping feedback).
Note Once you merge shipments, they cannot be undone.
5. Optional. When you perform feedback by shipment for catch

weight items, you must choose the C button to open the Catch
Weight subform. This subform is only available for catch
weight items.
Enter the stock unit of measure quantity. For information, see
“Processing Documents with Catch Weight Items.” You must
enter these quantities before invoicing.

assign details to items that are tracked by bin, lot, serial
number, or multiple unit of measure. Choose the appropriate
button to assign details to items and the system transfers you
to the appropriate form.
Choose this button To assign
B Bin numbers
L Lot numbers
S Serial numbers
U Multiple units of measure
7. Optional. If you want to perform feedback by shipment for

make-to-order kits that are already assembled, choose the K
button to open the Preassembled Kits subform.
Enter the number of preassembled make-to-order kits that you
shipped.

Version 7.2.0
Form action Lets you
Back Order Backorder all shipment lines.
Note For information on the Shipment

Backordered or Voided service, see
“Shipment Backordered or Voided Service” in
chapter 4.
Walkthru Edit lines whose bin, lot, serial number, or

unit of measure quantities do not match the
shipment line quantities.
Note Before you can backorder or delete a quantity, you must first undo
any previous feedback.
P e rfo rm in g O n lin e S h ip p in g F e e d b a c k
Use the following steps to indicate what you shipped.
To perform shipping feedback

1. Use one of the online shipping feedback forms:

• WH32.2 (Shipping by Batch)
• WH32.3 (Bin Sequence Shipping Feedback)
2. Select the Finish form action to ship the full amount for all
lines.
Note For items that are tracked by details, you must assign details
before completing shipping feedback. For information, see
“Performing Detail Feedback.”
3. Optional. Choose the Shipment Info button to open the

Additional Shipment Info subform.
Use the subform to add shipping information, such as the
shipping method, transportation identifier, and Bill of Lading
number.

Version 7.2.0

shipment.
P e rfo rm in g S h ip p in g F e e d b a c k
Shipping feedback is where you indicate what you shipped to the
customer or requester. Shipping feedback is the only required
feedback step.
A document must be released, allocated, and printed on a pick list

before you can perform shipping feedback. Depending on the
process type, picking or packing feedback can also be required.
Companies can enter shipping feedback as they load the goods. They
can also print a Bill of Lading form to give extra information for the
person transporting the goods. Bills of Lading are receipts that promise
delivery of the shipment of goods. For information, see “Creating Bills
of Lading.”
When you perform feedback by shipment, you can perform
several important actions. They work the same way on all
feedback forms.
Delete
Delete the shipment but not the document
itself.
Finish
Perform shipping feedback in full.
Note If you change line quantities after

entering feedback, you must select the
Change form action and the Finish form
action.
Undo
Undo the shipping feedback performed
online or using the batch feedback program
WH132 (Batch Feedback). You can undo
shipping feedback as long as you have not
released the shipment.
60 Chapter 3 Procedures
Version 7.2.0
Performing Packing Feedback

for this reason.
same
• document,
• location.
Merge shipments on the feedback forms before completing
shipping feedback. After you merge shipments, you cannot undo
the merge. The shipments must be at the same processing point.
To merge shipments
1. Use WH31.1 (Packing Feedback by Shipment) to merge
shipments.

When you complete shipping feedback, all document lines
appear on only one shipment.


shipment.

Version 7.2.0
O v e rp a c k in g L in e Q u a n titie s
The Warehouse system lets you pack more than what was printed for a
shipment line. Use one of the online forms to increase the line quantity
and pack more than the original line.
Note You can overpack line quantities and picking feedback will
automatically be updated.
To overpack line quantities

2. Use WH31.1 (Packing Feedback by Shipment) to pack more

for the line you want to overpack.
Tip You can overpack a line if you have not performed the next
processing step. To overpack a line with shipping feedback,
you must undo all feedback, increase the line quantity on a
document entry form, and overpack the line quantity.
4. Enter the quantity you packed.
Optional reports
• Run WH224 (Packing List Print) to list packed items by
location.

Version 7.2.0

shipment.
shipment.
P e rfo rm in g B a tch P a c k in g F e e d b a c k
You can perform batch feedback for either picking, packing, or
shipping feedback as long as the previous processing step is
complete. Run WH132 (Batch Feedback) to perform large amounts
of feedback at one time.
Use the online forms to change picked, packed, and shipped
quantities after running WH132 to handle any exceptions.
To perform batch packing feedback

1. Run WH132 (Batch Feedback) to perform batch feedback.
2. In the Batch Number field, select the batch number for which
you want to perform feedback.
Print).
3. In the Feedback Step field, select Pack to perform packing
feedback in full.
In te rfa c in g P a c k in g F e e d b a c k
You can perform large amounts of packing data that you scanned
by running an interface program. WH520 (Batch Feedback
Interface) is run after printing the pick list. You select one kind of
feedback to interface at a time (picking, packing, or shipping
feedback).


Version 7.2.0


weight items.
“Processing Documents with Catch Weight Items.”

B Bin numbers
L Lot numbers
S Serial numbers

Enter the number of preassembled make-to-order kits that you
packed.

• Run WH224 (Packing List Print) to list packed items by

inventory location.

Version 7.2.0

chapter 4.

P e rfo rm in g O n lin e P a c k in g F e e d b a c k
Use the following steps to indicate what you packed.
To perform packing feedback

1. Use one of the online packing feedback forms:

• WH31.2 (Packing by Batch)
• WH31.3 (Bin Sequence Packing Feedback)
2. Select the Finish form action to pack the full amount for all
lines.
number.


Version 7.2.0

shipment.
P e rfo rm in g P a c k in g F e e d b a c k
Like picking feedback, packing feedback is an optional step
depending on the process type. Packing feedback is where you
indicate what you packed for shipment to the customer or
requester.
You can print the packing list to put in with the actual shipment. Run
WH224 (Packing List Print) to print the packing list during any processing
stage.
feedback forms.

Delete
itself.
Finish
Perform packing feedback in full.

action.
Undo
Undo the packing feedback performed online or
using the batch feedback program WH132
(Batch Feedback). You can undo packing
feedback as long as you have not performed
shipping feedback.
Version 7.2.0
Performing Picking Feedback

for this reason.
same
• document,
• location.
You merge shipments before completing shipping feedback. After you
merge shipments, you cannot undo the merge. The shipments must be
at the same processing point.
To merge shipments
1. Use WH30.1 (Picking Feedback by Shipment) to merge
shipments.

When you complete shipping feedback, all document lines
appear on one shipment.


shipment.

Version 7.2.0
In te rfa c in g P ic k in g F e e d b a c k
You can interface large amounts of picking data that you scanned
by running an interface program. Run WH520 (Batch Feedback
Interface) after printing the pick list. You can only select one kind
of feedback to interface at a time (picking, packing, or shipping
feedback).
O v e rp ic k in g L in e Q u a n titie s
The Warehouse system lets you pick more than what was printed for a
shipment line. For example, you print the pick list for a
document and a customer calls to request more of the same item. Use
one of the feedback forms to increase the line quantity and pick more
than the original line.
Note The overpack and overship line actions are available on the
packing and shipping feedback forms, and they work the same
way.
To overpick line quantities

2. Use WH30.1 (Picking Feedback by Shipment) to pick more
for the line you want to overpick.
Tip You can overpick a line if you have not performed the next
processing step. To overpick a line with packing or shipping
feedback, you must undo all feedback, increase the line
quantity on a document entry form, and overpick the line
quantity.
4. Enter the quantity you picked.

Version 7.2.0

shipment.

shipment.
P e rfo rm in g B a tch P ic k in g F e e d b a c k
You can perform batch feedback for one specific kind of feedback
(picking, packing, or shipping feedback) as long as the previous
processing step is complete. Run WH132 (Batch Feedback) to
perform large amounts of feedback at one time.
Use the online feedback forms to handle exceptions (to change

picked, packed, and shipped quantities) after running WH132.
To perform batch picking feedback

1. Run WH132 (Batch Feedback).
2. In the Batch Number field, select the batch for which you want
to perform feedback.
Print).
3. In the Feedback Step field, select Pick to perform picking
feedback in full.

Version 7.2.0



weight items.
“Processing Documents with Catch Weight Items.”
B Bin numbers
L Lot numbers
S Serial numbers

Enter the quantity of preassembled make-to-order kits that you

picked.

Version 7.2.0
Undo Undo the picking feedback performed online

or using the batch feedback program
WH132 (Batch Feedback). You can undo
picking feedback as long as you have not
performed packing feedback.

chapter 4.

P e rfo rm in g O n lin e P ic k in g F e e d b a c k
Use the following steps to indicate what you picked from inventory.
To perform picking feedback

1. Use one of the online picking feedback forms:

• WH30.2 (Picking by Batch)
• WH30.3 (Bin Sequence Picking Feedback)
2. Select the Finish form action to pick the full amount for all
lines.
number.

Version 7.2.0
P e rfo rm in g P ic k in g F e e d b a c k
You can perform picking, packing, and shipping feedback by
• shipment,
• batch, and
• bin sequence (for bin-tracked items).
The picking feedback stage is where you enter the actual
quantities you picked from inventory. Picking feedback is an
optional step depending on the process type.
Note If the process type does not require picking or packing

feedback, the system assumes the document was picked or packed
in full. For information on process types, see “Defining Process
Types” in chapter 2.

feedback forms.

Delete
itself.
Note If you have installed Enterprise

Workflow, the user who created the order
receives an E-mail notice telling of the
deleted shipment. For more information, see
“Shipment Backordered or Voided Service”
in chapter 4.
Finish
Perform picking feedback in full.

action.
Version 7.2.0
Printing the Pick List
C re a tin g th e B u lk P ic k L is t
Bulk pick lists make it easy for warehouse personnel to pick items
for several documents at once and make fewer trips through the
warehouse.
Use the following steps to print the bulk pick list.
Note You must print the pick list before printing the bulk pick list.
To print the bulk pick list
1. Run WH131 (Bulk Pick List) to print released and allocated

documents.
2. Optional. In the Documents In Status field, select the

processing status you want to print (To Be Picked, To Be
Packed, or To Be Shipped).
3. Optional. In the Sequence Option field, select the sequence of
printed bins (for items tracked by detail).
M a k in g C h a n g e s A fte r P rin tin g

After you print the pick list, the system restricts what you can and
cannot change. The following table lists what you cannot change after
printing the pick list.
You cannot Using

Delete a document line if a shipment exists for OE10 or RQ10
the document line
Change the inventory location or the substitute WH20.1, RQ10

location
Change the allocated line quantity to be less WH110
than
the printed pick list quantity
Note You can create pick lists in the form of a flat file instead of a
paper report. This feature is useful for companies whose
warehouses are far from the computer center or for those using public
warehouses. For more information, see the Supply Chain
Management Technical Guide.

Version 7.2.0
Note If you use a third-party warehouse system and need to

interface pick list records with your system, you can run a batch
program. For information, see the Supply Chain Management
Technical Guide.
C re a tin g th e P ic k L is t
Use the following steps to print the pick list for released
documents.
To print the pick list

1. Run WH130 (Pick List Print).
The total cubic area and weight information prints if you

defined cubic and weight information during item setup.
If you reprint a pick list for a specific shipment or batch, the

report displays a message indicating that the document was
reprinted.
2. Optional. In the Allocate Details field, select Yes to prompt the
system to assign details automatically. For information, see
“Automatically Assigning Details.”
Note You can preassign details for items that are tracked by bin,
lot, serial number, or multiple unit of measure. For
information, see “Preassigning Details.”
3. Optional. In the Print Option field, select how to print lines on

the pick list (Shipment Line Sequence, Bin/Lot/Serial
Sequence, or Preferred Bin Sequence).
Note If you do not select bin sequencing, the program prints by

shipment and line number.
Optional report

Version 7.2.0
3. Choose the Loc button to open the Sub Location subform.

Select the Change subform action and select the substitute
location you want to assign to the line.
P rin tin g th e P ic k L is t
The pick list prints a list of released and allocated documents based
on the expected ship date and the next processing step. The
sequence of processing steps is:
• picking feedback (optional)

• packing feedback (optional)
• shipping feedback (required)
Warehouse personnel use the pick list to pick the items from
inventory and fill the demand. Depending on the process type, the pick
list becomes a list to pick, pack, or ship from.
The program you run to print the pick list is WH130 (Pick List
Print). WH130
• creates a shipment for released demands that are created

when you add a document,
• carries the order or requisition number (as appropriate),
• assigns a sequential batch number,
• shows the shipping method, freight code, and customer
purchase order (if applicable),
• assigns a shipment number (by location) to the demand, and
• lets you decide how to print lines (in shipment and line
sequence, shipment and bin, lot, and serial number sequence, or
shipment and preferred bin sequence).
The allocated quantity and the quantity to pick from inventory print on
the pick list.
When you print the pick list you can prompt the system to assign
details automatically. For example, if an item is tracked by bin, you can
prompt the system to assign the bin number for you. For more
information, see “Performing Detail Feedback.”

Version 7.2.0
Allocating Inventory
Optional reports
• Run WH220 (Ready to Allocate) to list document lines that are
released but not allocated.
number, and open and allocatable quantities.
• Run WH221 (Allocated Not Printed) to list documents that are
allocated but not printed on a pick list.

number, original quantity, and allocated quantity that has not
been printed.
Changing Allocation for Nonstocks and Specials

Use the following steps to view or change allocation for nonstock and
special items.
To change allocation for nonstock and special items

1. Use WH20.2 (Nonstock & Special Allocation) to change
allocation.
Allocated lines display until you print the pick list.

In the Allocated Qty field, enter the item quantity you want to
allocate.
Specifying Substitute Locations

You can allocate inventoried items from a substitute location when there
is not enough inventory at the line location.
Each line of a document can be allocated from a different location.
However, you cannot allocate part of the line from one location and
part from another. When you select a substitute location, the entire line
is allocated from the new location.
To specify substitute locations
1. Use WH20.1 (Inventoried Allocation) to select an alternate

location.

Version 7.2.0
Displaying Quantities
WH20.1 (Inventoried Allocation) displays the following quantities for
inventoried items.
Kind of quantity Description

Stock On Hand Quantity on hand in the warehouse
On Order Quantity that reflects the purchase orders

not yet received
Allocated Quantity already reserved

Intransit Quantity between warehouse locations
In Process Quantity in picking, packing, or shipping

feedback stage
On Hold Quantity put on hold by the Purchase Order
system
Backordered Quantity that could not be allocated due to

insufficient inventory
Allocatable Quantity calculated from the formula you

defined in the Inventory Control system
during company setup
The same company can perform both online and batch allocation
together. For example, you can change allocation online even after
running the batch allocation program.
Changing Allocation for Inventoried Items

Use the following steps to change allocation for items that you track
in inventory.
To change allocation for inventoried items

1. Use WH20.1 (Inventoried Allocation) to change how the
system allocates an inventoried item.
Allocated lines display until you print the pick list.
In the Allocated Qty field, enter the item quantity that you want to
allocate.

Version 7.2.0
To fill part of a line

1. Run WH110 (Batch Allocation) to allocate only part of a
document line.
2. In the Documents field, enter the document for which you want
to allocate part of a line.
3. In the Orders or Requisitions fields, enter the percentage you
want to fill for the line.
A llo c a tin g in O n lin e M o d e

With online allocation, the system allocates inventory as soon as you
create a document. Online allocation is useful for the first come, first
served situation, and makes it easy to see when there are not enough
items in stock to fill a document.
Online allocation companies use six forms to reserve inventory.
• WH20.1 (Inventoried Allocation) for inventoried items
• WH20.2 (Nonstock & Special Allocation) for nonstock and
special items
You can allocate inventoried items online by bin, lot, serial
number, and multiple unit of measure if these items are set up for
tracking. You made the decision to track items by details when
defining items in the Inventory Control system. For more
information, see “Performing Detail Feedback.”
Note You can preassign bins, lots, serial numbers, and units of
measure and later change the assignments. For information, see
“Preassigning Details.”

Version 7.2.0
In the Firm field select To
Confirmed Demand Prohibit changing allocation
Note If you run WH110 for

documents with items whose
allocation is firm (Confirmed
Demand), the program will not
deallocate those items.
To deallocate items
1. Use one of two online allocation forms to indicate you want to

change allocation for a line.
• WH20.1 (Inventoried Allocation)
• WH20.2 (Nonstock & Special Allocation)
Select the Change form action and the Change line action. In the
Firm field, select Open for Confirmation.
2. Run WH110 (Batch Allocation) to deallocate the items.

In the Documents field, enter the document you want to
deallocate.
In the Deallocate field, select Yes. The system deallocates or
undoes the allocation.
Filling Part of a Line

WH110 (Batch Allocation) also lets you fill part of a document line.
For example, you have three documents requesting 10 of the

same item. However, you only have 20 of that item in stock and want
to fill part of all three documents.
You can enter a percentage of 50% and the program allocates 5

items for each of the three documents, or 15 items total. The program
backorders the rest.
Note Percentages are used only for items in short supply.

Version 7.2.0
With orders, you get one invoice for each shipment when you run
OE129 (Daily Shipment Journal). If partial shipments are not
allowed, the system will not create a pick list until all document lines
are allocated. Partial shipments are invoiced as is. With
requisitions, you get one delivery ticket for each shipment when you
run RQ120 (Delivery Ticket).
Note The system does not allocate a make-to-order kit until the kit is
complete and all options selected. For more information, see “Using
Make-to-Order Kits.”
You can backorder or void shipment lines during picking, packing,

and shipping feedback. If you have installed Enterprise Workflow,
the user who created the order receives an E-mail notice telling
which shipment lines were backordered or voided. For
information, see “Shipment Backordered or Voided Service” in
chapter 4.
Deallocating
Deallocation lets you undo previous allocations. You might want to
undo or deallocate when part of a document is backordered. For
example, your company wants to allocate an entire document at
once when you receive more in stock, not backorder part of the
document.
Two online allocation forms contain a field where you indicate if

allocation is firm for a line.
• WH20.1 (Inventoried Allocation)

• WH20.2 (Nonstock & Special Allocation)
The Firm field indicates whether you can change allocation by
running WH110 (Batch Allocation).
In the Firm field select To

Open for Confirmation
Change allocation for the line
Note If you select Open for

Confirmation, you can run WH110
(Batch Allocation) to deallocate
inventory.
Version 7.2.0
To allocate in batch mode

• Run WH110 (Batch Allocation) to allocate documents.
For information on See
Allocating backorders “Backordering” and

“Processing Backorders”
Deallocating “Deallocating”
Allocating future orders “Processing Future Orders”
Allocating part of a line “Filling Part of a Line”
Optional report
• Run WH226 (Items on Backorder Report) to list items that are
backordered for a specific location.
Backordering
If there is not enough of an inventoried item in stock to fill a
document, the system puts the item on backorder. A single
document or document line can create several shipments
because of backordering.
For example, a document containing lines with sufficient inventory
can be allocated and continue processing today. The system
creates a shipment for the allocated items when you print the pick
list.
Backordered lines from the same document can be allocated
when you receive more in stock. Continue processing and print
the pick list again. Because you printed the pick list twice for the
same document, the system creates two shipments for the
document.
Merging two or more

“Merging Shipments”
shipments
Processing Backorders
“Processing Backorders”

Version 7.2.0 Chapter 3 Procedures 39
A llo c a tin g In v e n to ry
Allocating inventory
• reserves inventory to fill demands and
• reduces the available quantity.
The two ways of allocating inventory to fill a demand are the batch
and online modes. When setting up your company in the Inventory
Control system, you select one of these methods. If you select
batch allocation, running the batch program becomes a required
processing step.
A llo c a tin g in B a tc h M o d e
With batch allocation, item quantities remain open until you run the batch
program. Batch allocation is for companies that give priority to certain
customers and enter many documents.
Companies run WH110 (Batch Allocation) to
• allocate backordered item quantities,

• deallocate (change existing allocations),
• allocate future orders, and
• allocate part of a line.
For orders, you made decisions during setup that affect batch
allocation. During Billing system setup, you selected a date for the
system to use when allocating orders in batch mode. The three
dates are the
• expected ship date,
• requested delivery date, and
• document entry date.
For requisitions, the only date used for batch allocation is the
requested delivery date that you entered on the requisition.

Version 7.2.0
Processing Requisitions
P ro c e s s in g F lo w ch a rt
The following chart shows how to process requisitions.
Enter Requisition
(RQ10)
Print Requisitions
(RQ111)
(optional)
Review & Approve

Perform Picking Feedback
Requisitions
(WH30)
(RQ12)
(optional)
or use Workflow
Batch Allocation Print Pick List Perform Packing Feedback

Requesting Directly (WH130) (WH31)
No Companies Run
from a Vendor? (optional)
WH110 (Batch Allocation)
Yes
Buyer Review
and Yes Perform Shipping Feedback
Create Purchase Order (WH32)
(RQ20)
Requisition goes to LAWSON Inventory Type Item

Receive Purchase Order Release Shipment
INSIGHT Purchase Order
(PO30) and/or Location Replenishing (WH190)
system Another Location?
No
Close Requisition
and Print Delivery Tickets
(RQ120)

Version 7.2.0
Processing Requisitions
P ro c e s s in g R e q u is itio n s
The requisitions that you enter in the Requisitions system go
through certain processing steps before you close the requisition and
print the delivery ticket.
P ro c e s s in g S te p s
Use the following steps to process a requisition.
To process requisitions
1. Enter the requisition and optionally print it.
2. Review and approve the requisition.
Note If you are not requesting items directly from a vendor, skip
to step 5.
3. Have the buyer review and create the purchase order. The
requisition goes to the Purchase Order system.
4. Receive the purchase order. If the purchase order contains

inventoried items or the location replenishes another location,
go to step 5.
If the purchase order contains nonstock or special items, close the

requisition and print the delivery ticket.
5. Print the pick list. See “Printing the Pick List.”

6. Optional. Perform picking feedback. See “Performing Picking
Feedback.”
7. Optional. Perform packing feedback. See “Performing
Packing Feedback.”
8. Perform shipping feedback. See “Performing Shipping
Feedback.”
9. Release the shipment. See “Releasing Shipments.”
10. Close the requisition and print the delivery ticket. See the
Requisitions Procedures Manual.

Version 7.2.0
Processing Orders
P ro c e s s in g F lo w ch a rt
The following chart shows the processing steps for orders.
Enter/InterfaceOrders
(OE10 / OE510)
Release Order
Batch Allocation?
(OE10 / OE110)
No Yes
View or Change Allocation Allocate in Batch Mode

(WH20) (WH110)
(optional)
Print Pick List
(WH130)
Perform Picking Feedback

(WH30)
(optional)
Perform Interface Feedback Perform Packing Perform Batch Feedback

Feedback
(WH520) (WH31) (WH132)
(optional)
Perform Shipping
Feedback
(WH32)
Release Shipment
(WH190)
Create Shipment-Related
Invoice
(OE129)

Version 7.2.0
Processing Orders
P ro c e s s in g O rd e rs
The orders that you enter in the Order Entry system go through
certain steps before you create invoices for them.
P ro c e s s in g S te p s
Use the following steps to process an order.
To process orders
1. Enter and release the order.

2. Optional. View or change allocation. See “Allocating
Inventory.”
3. Print the pick list. See “Printing the Pick List.”

4. Optional. Perform picking feedback. See “Performing Picking
Feedback.”
5. Optional. Perform packing feedback. See “Performing

Packing Feedback.”
6. Perform shipping feedback. See “Performing Shipping

Feedback.”
7. Optional. Perform detail feedback for shipment items tracked

by detail. See “Performing Detail Feedback.”
8. Release the shipment. See “Releasing Shipments.”

9. Create the shipment-related invoice. See the Billing
Procedures Manual.

Version 7.2.0
C h a p te r 3
P ro c e d u re s
This chapter gives instructions on warehouse procedures you

perform on a routine basis.
• Processing Orders
• Processing Requisitions
• Allocating Inventory
• Printing the Pick List
• Performing Picking Feedback
• Performing Packing Feedback
• Performing Shipping Feedback
• Performing Detail Feedback
• Releasing Shipments
• Processing Backorders
• Processing Proof of Delivery Orders
• Tracking MSDS Forms
• Creating Bills of Lading
• Processing Future Orders
• Processing Kits
• Processing Documents with Catch Weight Items
• Delivering Orders by Route

Version 7.2.0
Converting Non-Lawson Shipments
32 Chapter 2 Setup Warehouse Procedures Manual

Version 7.2.0
The following table lists the shipment conversion database files and
the database files that WH830 updates, depending on the kind of
data you are converting.
File Name
Shipment WHSHIPMENT
Shipment Line WHSHIPLINE
Shipment Line Kit Component WHSHIPCOMP

Shipment Line Detail WHSHLDTL
Warehouse Procedures Manual Chapter 2 Setup 31

Version 7.2.0
Document Description
Data File Text Online help text for application data

files. See data file text for each
conversion file for more information
about the fields in each file, the type of
information each field should include,
and the programs that update each
field.
User Text Online help text for application

programs. See form and field text for
each conversion program for more
information about how to run the
conversion programs.
Note For information on interfacing pick lists and feedback, see the
Supply Chain Management Technical Guide.
C o n v e rtin g S h ip m e n ts
You can convert shipments from your non-Lawson system to the
Warehouse system.
After you review your conversion options and get your data ready
to convert, run the following program to convert your non-Lawson
shipments.
• WH830 (Shipment Load Program)
Note Converted shipments are brought in as historical.

Version 7.2.0
To define shipping methods

1. Use WH11.1 (Shipping Method) to define valid shipping
methods for your company.
2. Select the Add form action and the Add line action.
Enter the shipping method and indicate whether the method is

active.
Note You cannot delete shipping methods that are being used by
the system.
Optional report
• Run WH211 (Shipping Method Listing) to list valid shipping
methods.
C o n v e rtin g N o n -L a w s o n S h ip m e n ts
After you define process types and shipping methods, you can
convert shipments from your non-Lawson system to the
Warehouse system.
For complete information on the conversion process, use the

Warehouse system documents listed in the following table.
Document Description
Conversion Workbook A step-by-step training manual to guide
you through the entire conversion
process. This training manual is part of the
services offered by your Regional Service
Center.
User guides for the data conversion
process. Specifically, the conversion
workbooks provide considerations for
data conversion, diagrams that
illustrate the conversion process, and
detailed instructions for converting
your data. Conversion workbooks are
available on the Lawson client Internet
site; contact your account
representative for information.

Version 7.2.0
Defining Shipping Methods
To define process types

1. Use WH01.1 (Process Type) to decide which processing
steps a document must go through before invoicing.
2. Select the Add form action and the Add line action.
Enter the process type and decide whether picking and

packing feedback are required for documents with this
process type.
Optional report
• Run WH201 (Process Type Listing) to list valid process types

for your company.
The report indicates whether picking or packing feedback is
required.
D e fin in g S h ip p in g M e th o d s
Companies that might not deliver their own goods can create
shipping methods to tell how shipments are to be sent. Examples
of shipping methods include air freight, truck, and courier delivery.
Define default customer shipping methods when adding

customers in the Accounts Receivable system. Orders placed for
that customer include the default shipping method, but the system
lets you override the shipping method on the order itself. A
description of the shipping method prints on the invoice.
You can inactivate a shipping method quickly and easily. For

example, your company used to ship by truck but switched to a courier
service. Select Inactive for the truck shipping method and add the new
courier service method. You cannot enter the inactive method on future
orders.
Note Shipping methods are used with orders, not requisitions.

Version 7.2.0
C h a p te r 2
S e tu p
This chapter gives instructions on setting up the Warehouse

system.
• Defining Process Types
• Defining Shipping Methods
• Converting Non-Lawson Shipments
D e fin in g P ro c e s s T y p e s
Process types are user-defined codes that determine the
shipment processing steps a document must go through. They are
assigned by location. In defining a process type, you decide which
kinds of feedback are required. The three kinds of feedback are
• picking,
• packing, and
• shipping feedback.
Picking feedback indicates the actual quantities that you picked
from inventory. Packing feedback indicates what you packed for
shipment to a customer or requester. Both these kinds of feedback
are optional.
The last kind of feedback is shipping feedback, which indicates what
you shipped to the customer or requester. Shipping feedback is required
for all documents, regardless of process type. Stockon-hand quantities
are reduced in the Inventory Control system when you release the
shipment.

Version 7.2.0
Drill Around Security
D rill A ro u n d S e c u rity
The Lawson Software Drill Around feature gives users access to
LAWSON INSIGHT II Business Management System data. Users
can move between summary and detail information by selecting
options. Therefore, security must be defined so that confidential
information is accessible only to appropriate users. For
information about defining security for the Drill Around feature, see
“Defining Drill Around Security” in the “Lawson User
Administration” chapter of System Administration.
26 Chapter 1 Considerations Before Setup Warehouse Procedures Manual

Version 7.2.0
Accounts Receivable Setup that Affects Warehouse
Note If you have installed LAWSON INSIGHT II Enterprise

Workflow, an E-mail notice is sent indicating that a shipment was
backordered. For information, see “Shipment Backordered or Voided
Service” in chapter 4.
Some customers need to have a credit check performed at two

times, when releasing an order and before printing the pick list.
The pick list is a form that suggests item quantities to pick from
inventory. If the system is to check credit at either of these times,
you define the percentage of credit that you allow in each aging
period. Define a hold code for the system to use with each aging
period when a customer exceeds the credit limit. The system puts
the document on hold until you receive payment.
You can assign customers a pick priority to give valued customers the
first option on available inventory.
Note For more information, see the Order Entry Procedures

Manual.
R e q u is itio n P ro c e s s in g
The following table describes how the same processing options are
handled for requisitions.
Option How handled for requisitions
Proof of Delivery
Does not apply to requisitions
Backordering
Backordering is automatic (you cannot
choose whether to allow it)
Credit checking
Does not apply to requisitions
Pick priority
Defined on the requisition itself
(defaults to 50)

Version 7.2.0 Chapter 1 Considerations Before Setup 25
Order Entry Setup that Affects Warehouse
O rd e r E n try S e tu p th a t A ffe c ts W a re h o u s e
Order types define the kind of invoice being created for an order.
You define order types in the Order Entry system during setup.
Each order type contains a process type, which determines the
shipment processing steps that are required for an order.
Note For information on process types, see “Defining Process

Types” in chapter 2. For information on order types, see the Order Entry
Procedures Manual.
A c c o u n ts R e c e iv a b le S e tu p th a t A ffe c ts W a re h o u s
When defining customers in the Accounts Receivable system, you make
more decisions that affect warehouse processing.
O rd e r P ro c e s s in g
For orders, you decide whether each customer
• requires Proof of Delivery,

• accepts partial shipments and backorders,
• requires a credit check, and
• has a pick priority (for preferred customers).
Proof of Delivery refers to the form that customers use to confirm
that they received goods before being billed for them. All
shipments require a Proof of Delivery (POD) form when you select
this option. You do not bill a customer until the POD form is
returned or the grace period expires. You enter the date that you
received the form during feedback before printing the invoice.
During customer setup, you decide whether each customer

accepts partial shipments and backorders. If a customer does not
accept backorders and you try to enter a document for that
customer when backorders exist, the system will not let you
continue entering the document. For customers who do not accept
partial shipments, you can enter and process documents when
there is an item shortage, but you cannot ship the goods until the
demand is completely filled.

Version 7.2.0
Billing Setup that Affects Warehouse
B illin g S e tu p th a t A ffe c ts W a re h o u s e
The two processing options that you choose when setting up your
company in the Billing system are
• delivering goods by route and

• which date to use in batch allocation.
R o u te D e liv e ry
A critical decision you make is whether you deliver your own
goods to customers. This is a one-time decision that you should plan
carefully.
Companies that deliver their own goods would select the route
processing option. In route processing, customers are assigned to
routes and stops in the company. Routes indicate the day on
which you deliver goods and the sequence in which you deliver
them.
Selecting the route processing option is a one-time decision that you
cannot change. By selecting the option, you agree that orders meant for
route delivery are processed differently.
For information on entering orders, see the Order Entry

Procedures Manual. For information on processing orders by
route, see “Delivering Orders by Route” in chapter 3 and
“SystemAssigned Routes” in chapter 4.
A llo c a tio n D a te
If your company allocates orders by batch, you can choose which date
the system will use when you run the batch allocation
program. The three dates are the
• document entry,
• requested delivery, and
• expected ship dates.
The expected ship date is the date you expect to ship goods to a
customer or requester.
For requisitions, the only date used for batch allocation is the
requested delivery date that was entered on the requisition.
Warehouse Procedures Manual Chapter 1 Considerations Before Setup 23

Version 7.2.0
Inventory Control Setup that Affects Warehouse
Kind of quantity Indicates the

Work-in-Process Quantity used by the LAWSON INSIGHT II
Work Order system to indicate the quantity
of finished goods in the process of being
produced.
Inspection Hold Item quantity that was put on hold by the

LAWSON INSIGHT II Purchase Order
system (optionally added).
Com m ent Types

In the Inventory Control system, you define comment types, which group
item comments into user-defined types. During item setup, you decide
which of these comment types print on two Warehouse system reports,
the
• pick lists and

• packing lists.
Pick lists are documents that list suggested item quantities to pick
from inventory. Packing lists are a list of packed items by inventory
location.

Pick lists “Printing the Pick List” in chapter 3.
Packing lists “Performing Packing Feedback” in chapter 3.

Version 7.2.0
If you allocate based on customer priority, you can assign each

customer an allocation priority in the LAWSON INSIGHT II
Accounts Receivable system. This priority determines which
customer gets first option on inventory when allocating in batch
mode.
A llo c a tio n F o rm u la
The third decision involves defining the formula that the system
uses to calculate and display the available-to-allocate quantity.
The available-to-allocate quantity is the quantity available for you to
reserve. You define the formula as equal to the stock-on-hand quantity
plus or minus a series of other quantities.
The Allocated Quantity, In-Process Quantity, and Backordered

Quantity are always subtracted. The remaining quantities are:
On-Order Quantity
Intransit Quantity
Work-in-Process Quantity
Inspection Hold Quantity
You decide whether each quantity is to be added or subtracted from
the stock-on-hand quantity. The following table explains these
quantities.
Kind of quantity Indicates the

Allocated
Item quantity that was allocated (always
subtracted).
In-Process
Item quantity that currently requires
picking, packing, or shipping feedback
(always subtracted).
Backordered
Quantity that could not be allocated because
there was not enough available in inventory
(optionally subtracted).
On-Order
Purchase orders that are not yet received
(optionally added).
Intransit
Item quantity that is currently between
inventory locations (optionally added).

During setup, you decide how to allocate items, using the online or
batch method. Online allocation means that you allocate
inventory for a document at the same time that you enter the
document. You fill documents on a first come, first served basis, and
can tell customers or requesters immediately about items with
insufficient stock that need backordering.
Batch allocation means allocating inventory by running a batch
program. The item quantities remain open (unreserved) until you run
the batch allocation program. Companies with a high volume of
documents run WH110 (Batch Allocation) at least once a day. If you
select the batch allocation method, you must run WH110 as one of the
shipment processing steps.
Online allocation companies run WH110 to allocate backorders and

future orders. A backorder exists when an item has
insufficient quantity in inventory to fill a document. When you
receive more of the item in stock, run WH110 to allocate the
backordered quantity. Future orders are not allocated or delivered until
some point in the future.
For information on how the system handles future orders, see
“Processing Future Orders” in chapter 3.
A llo c a tio n S e q u e n c e
Your second decision involves determining the sequence in which
documents are allocated when you run WH110 (Batch Allocation). The
two options are
• priority and
• document entry date.
The source of the allocation priority is different, based on whether
you are allocating orders or requisitions.
Kind of document Source for allocation priority
Orders AR10.1 (Customer)
Requisitions RQ10.1 (Requisitions)
Note The requisition allocation priority

defaults to 50 if you do not enter a priority on
the requisition.

Version 7.2.0
For more information, see the Inventory Control Procedures

Manual.
In v e n to ry C o n tro l S e tu p th a t A ffe c ts W a re h o u s e
When defining your company in the Inventory Control system, you
make important decisions that affect processing. You decide
• whether to allocate using the online or batch method,

• what the allocation sequence is,
• what formula the system will use to calculate the available-to-
allocate quantity, and
• which comment types print on pick lists and packing lists.
First, you decide whether you want to allocate items using the
online or batch allocation method.
A llo c a tio n M e th o d
Allocation means that you reserve inventory quantities for a
document line item. When you enter a document, you create a demand
in the Warehouse system. You need to allocate or
reserve items to fill that demand. The following table lists the items that
you allocate in the Warehouse system.
Kind of item Description

Inventoried An item for which the Inventory Control system
maintains quantity and costs.
Nonstock An item that is defined in the Inventory Control

system but not tracked in inventory.
Special An item that is not defined in the Inventory

Control system and is not tracked in inventory
(one-time item you buy from a vendor).
Note In the Requisitions system, service items also exist. They are used
for services such as equipment repair or copier
maintenance. You cannot process these kinds of items in the
Warehouse system.
Warehouse Procedures Manual Chapter 1 Considerations Before Setup 19

Version 7.2.0
Required Setup
Term Description
Create PO A document that creates a purchase order.
Note For information on defining a create PO

order, see the Order Entry Procedures Manual.
R e q u ire d S e tu p
You must perform setup in two LAWSON INSIGHT II systems
before you can begin processing shipments in the Warehouse
system. The two systems are the
• General Ledger system and the

• Inventory Control system.
G e n e ra l L e d g e r S e tu p
You must set up the General Ledger system or the General
Ledger subset before you can set up and use any other LAWSON
INSIGHT II application. For complete information, see the General
Ledger Procedures Manual.
In v e n to ry C o n tro l S e tu p
The pieces you need to define in the Inventory Control system are listed
in the following table.
You define To
Company Add your company to the Inventory Control
system.
Item groups Identify a group of inventoried items for one or

more companies and the valid units of
measure for those items.
Items Add the items you sell to customers or

requesters.
Locations Define locations in which you keep a group of

inventoried or nonstock items.

Version 7.2.0
C h a p te r 1
C o n s id e ra tio n s B e fo re S e tu p
Consider the following before setting up the Warehouse system:
• Warehouse Terms
• Required Setup
• Inventory Control Setup that Affects Warehouse
• Billing Setup that Affects Warehouse
• Order Entry Setup that Affects Warehouse
• Accounts Receivable Setup that Affects Warehouse
• Drill Around Security
Warehouse Terms
The Warehouse Procedures Manual uses four terms that you
need to understand before continuing.
Term Description
Document
An order or requisition that creates a demand in
the Warehouse system.
Destination
The address to which goods are shipped for
customers and requesters.
Note In the Order Entry system, a destination is a

ship-to address. In the Requisitions system, a
destination is a requesting location.
Details
The quantity of an inventoried item that is
reserved from a bin, lot, serial number, or
multiple unit of measure. You decide which
items require detail tracking in the LAWSON
INSIGHT II Inventory Control system.

Lawson Software Support
xvi Introduction Warehouse Procedures Manual

Version 7.2.0
L a w s o n S o ftw a re H e lp L in e
The Lawson Software Help Line is open Monday through Friday from
7:00 AM to 7:00 PM (central time). Emergency service is available
after 7:00 PM and on weekends.
Help Line: 1-800-695-9000
Help Line from New York State: 1-800-888-3440
Help Line in the United (0)181-754-8460

Kingdom:
L a w s o n S o ftw a re F a x N u m b e r
You can fax questions or suggestions about a manual to the
Documentation Production Manager using the Lawson Software fax
number.
Fax number: 612-379-8569
L a w s o n S o ftw a re D o c u m e n ta tio n In te rn e t M a il
A d d re s s
You can send questions or suggestions about a manual to the
Documentation Production Manager using the Lawson Software
Internet mail address.
Internet mail address: documentation@lawson.com
Warehouse Procedures Manual Introduction xv

Version 7.2.0
Term Meaning
select Identify an item to process. Selecting an item
does not start a process.
If you use Windows-based applications, you
select an item by pointing to the item and clicking
the left mouse button or pressing the equivalent
accelerator keys. In most cases, when you select
an item, you select it from a list of valid values that
appears when you click the field select indicator
or choose Select.
If you use character-based applications, you
select an item by putting the light bar on it. In
some cases, you must also press Mark, Next, or
OK.
For complete information, see the Desktop Client
Getting Started manual for your hardware
environment.
type In a form field, type the data, then move the light
bar to the next field.
At a command line, type the letters exactly as
written, then press Enter.
use Start a form or subform.

For complete information about starting forms
and subforms, see the Desktop Client Getting
Started manual for your hardware environment.
L a w s o n S o ftw a re S u p p o rt
If you have questions after using Lawson Software
documentation, or if you would like to suggest ways to improve a
manual, you can contact us using one of the following methods:
• Lawson Software Help Line

• Lawson Software Fax Number
• Lawson Software Documentation Internet Mail Address
xiv Introduction Warehouse Procedures Manual

Version 7.2.0
Lawson Software Documentation Standards
If you use the Desktop Client, press Alt+K to display your

keyboard mapping on the terminal screen. If you use a third-party
emulator, see the documentation for the package you use.
T e rm in o lo g y
Lawson Software uses several terms in its documentation that
have a precise meaning. The following table defines these terms.
Term Meaning
choose
Start a process, for example, open a form or a
subform.
If you use Windows-based applications, you choose
an option by pointing to the option and double-
clicking the left mouse button or pressing the
equivalent accelerator keys.
If you use character-based applications, you
choose an option by putting the light bar on the
option and pressing Mark or OK. In some cases,
you can choose an option by typing the letter next
to the option.
For complete information, see the Desktop Client
Getting Started manual for your hardware
environment.
define
In a form or subform, type data in the fields
required to complete the form or subform, and
choose OK to send the data.
In some fields, you must choose Define to open the
form or subform where you can define the field
value.
OK
Accept or send the data. For example, choosing OK
after typing data on an online form saves the data
and updates the database.
In character-based applications, the key(s)
mapped for the OK key is hardware-dependent.
run
Send data for processing. Depending on your
hardware, you can press different keys to perform this
task.

Version 7.2.0 Introduction xiii
Lawson Software Documentation Standards
L a w s o n S o ftw a re D o c u m e n ta tio n S ta n d a rd s
Lawson Software uses the following character styles in its
documentation.
This Represents
bold A key name or a function key name. For

example, Shift is a key name and Help (F1) is a
function key name.
A value or command that you must type exactly as it
appears. For example, if the instructions say “Type
A”, type the bolded letters exactly as written, then
press Enter.
italics A placeholder for a user-defined value. For

example, lapm productline PO20.1.
Important information that requires your
attention.
A manual title.
(F1)…(F24) A function key number. For example, if the

instructions say “Press Help (F1),” press the
key(s) mapped for the (F1) function key on your
keyboard.
Key1+Key2 A plus sign between key names instructs you to

press and hold down the first key, then press
the second key. For example, “Press
Shift+FndNxt (F3)” instructs you to press and
hold down the Shift key, then press the FndNxt
(F3) function key. Release both keys to
complete the action.
Key Nam es
Because different keyboards can have different key names, your
keyboard key names might not match those used in Lawson
Software documentation. For example, if the instructions say “Choose
OK,” and your keyboard does not have an OK key, press the key that is
mapped as the OK key on your keyboard (for
example, the F12 key or the Enter key).
xii Introduction Warehouse Procedures Manual

Version 7.2.0
Lawson Software Documentation
E n v iro n m e n t
• Getting Started with the Desktop Client (Desktop Client
Getting Started) explains the basic operation and standard
features of the Environment and applications. This manual
describes standard user interface components such as
menus, forms, and dialog boxes; and basic procedures for
working with online data and reports. This manual also
explains how to install the Desktop Client and describes
Desktop Tabs, a toolbar that users can customize to automate
applications that can run on the Windows desktop. If you are
new to the Desktop Client and Lawson applications, read this
manual first.
• Getting Started with the Desktop Client Quick Reference Card
(Desktop Client Getting Started Quick Reference) is an easy-
to-use reference card to guide you in your daily work. This
card explains some of the common features of the
Environment and applications.
T ra in in g M a te ria ls
• The application Training Manual includes information you
need to learn the basics of an application system. Use this
manual with the application procedures manual.
• The Lawson Trainer Catalog contains course schedules and

descriptions for the Environment, Desktop Client, and
applications classes.
You can view the current training schedule and course catalog at our
World Wide Web site at the following address.
World Wide Web site: http://www.lawson.com
To obtain a password or request a specific password, contact

webmaster@lawson.com
Warehouse Procedures Manual Introduction xi

Version 7.2.0
A p p lic a tio n s
• The application Procedures Manual is a how-to guide for
learning all the functions in an application. This manual covers
what to consider before you set up your application, setup
procedures, typical procedures, and system logic. Use this
manual with online help text for a complete explanation of a
process.
• The application Conversion Workbook is a user’s guide for the

data conversion process. Conversion workbooks are written
for new Lawson clients that are converting from a non-Lawson
system to a Lawson application system. The conversion
workbooks explain considerations for data conversion,
include diagrams illustrating the conversion process, and
provide detailed instructions for converting data. Conversion
workbooks are available on the Lawson client Internet site.
Contact your account representative for the URL address.
• Application online help text gives you quick access to detailed

information about a form, a field, program file usage, or the
data files in an application. Choose Help (F1) to view the help
text. See the Desktop Client Getting Started manual for your
hardware environment for more information.
• User Text gives you information on using forms and form

fields.
• Data File Text gives you information on what data files
contain and lists the updated and referenced programs by
data file.
• Technical Text lists the updated and referenced files by
program.
x Introduction Warehouse Procedures Manual

Version 7.2.0
L a w s o n S o ftw a re D o c u m e n ta tio n
Documentation for LAWSON INSIGHT II applications covers the
following areas:
• Applications
• Environment
• Training Materials
All products can use the following documentation:
• Online help offers information about menu options, forms,
fields, and so on. Online help is available wherever you see
Help (F1). For more information, see “Getting Help” in the
Desktop Client Getting Started manual for your hardware
environment.
• Most Lawson Software documentation is available as an
online book. These books are accessible from the Desktop
Help menu. From the Help menu, choose an online book.
• Context-sensitive Windows help is available if you choose the

Help button in the dialog box that you access from the menu
bar command. These help topics provide you with information
about how to correctly use each of the options in the dialog
box. You can also access each of the context-sensitive help
categories from the pull-down help menu.
D o c u m e n ta tio n S h o rt N a m e s
When an Environment manual is referred to from another manual, a
short name is used. For example, Getting Started with the
Desktop Client manual is referred to in an application procedures
manual as Desktop Client Getting Started.
In this introduction, you can find the short name of each
Environment manual immediately after its full title.
Warehouse Procedures Manual Introduction ix

Version 7.2.0
Before You Start
B e fo re Y o u S ta rt
The LAWSON INSIGHT II Environment is the environment under
which all Lawson applications run. It provides the features you use
to perform your daily tasks. The LAWSON INSIGHT II Desktop
Client provides the user interface for the Environment and
applications. You can work in a character-based or Windows
desktop environment.
If you are not familiar with the Desktop Client, read the Getting
Started with the Desktop Client manual (Desktop Client Getting
Started) for your hardware environment. Desktop Client Getting
Started offers a simple approach to learning environment and
applications features. It introduces basic concepts, important
terms, and instructions in an easy-to-follow format.
H o w T h is M a n u a l Is O rg a n iz e d
The Warehouse Procedures Manual covers presystem setup,
everyday processing, and typical warehouse procedures. For
more comprehensive learning, Lawson Software recommends
that you use the online help text along with this manual.
This manual has four chapters, two appendixes, and a glossary.

Chapter 1, “Considerations Before Setup,” includes information you
need to know before using this application.
Chapter 2, “Setup,” gives instructions for setting up this

application.
Chapter 3, “Procedures,” gives instructions for typical procedures you

perform on a regular basis.
Chapter 4, “System Logic,” gives detailed information about how this
application works.
Appendix A, “System Programs,” lists all the programs in this
application both by function and by form ID.
Appendix B, “Typical Questions,” answers some common
questions about this application.
To get online help for a specific form or field, press Help (F1) from that
form or field.
viii Introduction Warehouse Procedures Manual

Version 7.2.0
In tro d u c tio n
The LAWSON INSIGHT® II Warehouse system is a software

package that creates and processes shipments for orders and
requisitions.
The following are some of the major features and benefits of the
Warehouse system.
• Companies who use external (non-Lawson) systems to create

orders and requisitions can use the Warehouse system to
process their documents.
• Process types determine which shipment processing steps
are required for orders and requisitions.
• Quantities for inventoried items are easily visible, including
stock-on-hand, on order, allocated, backordered, and on-hold
quantities.
• You can assign allocation priority to items and allocate part of

a document line.
• Feedback to the system is done by batch, shipment, or bin
sequence.
• Kit components can be tracked by bin, lot, serial number, and
multiple unit of measure.
Lawson recommends that you read the following before
continuing.
If you create Read the
Orders Order Entry Procedures Manual
Requisitions Requisitions Procedures Manual
Warehouse Procedures Manual Introduction vii

Version 7.2.0
Orders ...............................................................................96
Requisitions .......................................................................97
Future Days Calculation ...........................................................97
Shipment Backordered or Voided Service ...............................99
System-Assigned Routes ......................................................100
Route Defaults ................................................................100
Delivery Day Change ......................................................100
Program Numbering ...............................................................101
Appendix A: System Programs 103

Programs Listed by Function .................................................103
System Setup ..................................................................103
Allocation .........................................................................103
Pick Lists .........................................................................104
Feedback .........................................................................104
Shipments .......................................................................106
Processing Orders by Route ...........................................106
Bills of Lading...................................................................106
Conversion Program .......................................................107
Additional Listings and Reports ......................................107
List of Forms and Subforms ...................................................108
Appendix B: Typical Questions 111
Glossary 113
Index 123
vi Contents Warehouse Procedures Manual

Version 7.2.0
Overshipping Line Quantities ........................................... 64
Merging Shipments .......................................................... 64
Performing Detail Feedback .................................................... 66
Setting Up in Inventory Control ........................................ 66
Assigning Details in Warehouse ...................................... 67
Preassigning Details ......................................................... 68
Manually Assigning Details .............................................. 69
Automatically Assigning Details ....................................... 70
Releasing Shipments .............................................................. 70
Processing Backorders ........................................................... 72
Processing Proof of Delivery Orders ....................................... 73
Setting Up ......................................................................... 73
Processing Orders ............................................................ 74
Tracking MSDS Forms ............................................................ 75
Creating Bills of Lading ........................................................... 76
Defining Bills of Lading for Shipments.............................. 76
Adding BOLs During Feedback ........................................ 77
Performing Shipping Feedback Across Shipments ..... 78
Sharing Freight Charges in a Bill of Lading ..................... 78
Processing Future Orders ....................................................... 79
Processing Kits ........................................................................ 80
Using Finished Goods ...................................................... 80
Using Make-to-Order Kits ................................................. 81
Preassigning Details for Component Items ..................... 81
Processing Make-to-Order Kits ........................................ 82
Assigning Details to Kit Components ............................... 84
Processing Documents with Catch Weight Items ................... 85
Using Units of Measure .................................................... 85
Processing with Catch Weights ........................................ 86
Delivering Orders by Route ..................................................... 88
Assigning Routes .............................................................. 88
Adjusting Routes .............................................................. 89
Processing Orders by Route ............................................ 90
Changing and Deleting Stops .......................................... 91
Deleting Orders on a Stop ................................................ 92
Transferring Stops ............................................................ 92
Transferring Orders .......................................................... 93
Chapter 4: System Logic 95

Shipment Status Codes .......................................................... 95
Allocation Hierarchy ................................................................ 96
Warehouse Procedures Manual Contents v

Version 7.2.0
Order Processing ..............................................................24
Requisition Processing .....................................................25
Drill Around Security ................................................................26
Chapter 2: Setup 27
Defining Process Types ...........................................................27
Defining Shipping Methods ......................................................28
Converting Non-Lawson Shipments ........................................29
Converting Shipments .......................................................30
Chapter 3: Procedures 33
Processing Orders ...................................................................34
Processing Steps ..............................................................34
Processing Flowchart ........................................................35
Processing Requisitions ...........................................................36
Processing Steps ..............................................................36
Processing Flowchart ........................................................37
Allocating Inventory ..................................................................38
Allocating in Batch Mode ..................................................38
Allocating in Online Mode .................................................42
Printing the Pick List ................................................................45
Creating the Pick List ........................................................46
Creating the Bulk Pick List ................................................47
Making Changes After Printing .........................................47
Performing Picking Feedback ..................................................48
Performing Online Picking Feedback ...............................49
Performing Batch Picking Feedback .................................51
Interfacing Picking Feedback ............................................52
Overpicking Line Quantities ..............................................52
Merging Shipments ...........................................................53
Performing Packing Feedback .................................................54
Performing Online Packing Feedback ..............................55
Performing Batch Packing Feedback ...............................57
Interfacing Packing Feedback ...........................................57
Overpacking Line Quantities .............................................58
Merging Shipments ...........................................................59
Performing Shipping Feedback ...............................................60
Performing Online Shipping Feedback .............................61
Performing Batch Shipping Feedback ..............................63
Interfacing Shipping Feedback .........................................64
iv Contents Warehouse Procedures Manual

Version 7.2.0
W a re h o u s e P ro c e d u re s M a n u a l
C o n te n ts
Introduction vii
Before You Start ...................................................................... viii
How This Manual Is Organized ............................................... viii
Lawson Software Documentation ..............................................ix
Documentation Short Names ..............................................ix
Applications ..........................................................................x
Environment ........................................................................xi
Training Materials ................................................................xi
Lawson Software Documentation Standards ........................... xii
Key Names ........................................................................ xii
Terminology ...................................................................... xiii
Lawson Software Support .......................................................xiv
Lawson Software Help Line ...............................................xv
Lawson Software Fax Number ..........................................xv
Lawson Software Documentation Internet Mail Address
xv
Chapter 1: Considerations Before Setup 17

Warehouse Terms ................................................................... 17
Required Setup ........................................................................ 18
General Ledger Setup ...................................................... 18
Inventory Control Setup .................................................... 18
Inventory Control Setup that Affects Warehouse .................... 19
Allocation Method ............................................................. 19
Allocation Sequence ......................................................... 20
Allocation Formula ............................................................ 21
Comment Types ................................................................ 22
Billing Setup that Affects Warehouse ...................................... 23
Route Delivery .................................................................. 23
Allocation Date .................................................................. 23
Order Entry Setup that Affects Warehouse ............................. 24
Accounts Receivable Setup that Affects Warehouse .............. 24
Warehouse Procedures Manual Contents iii

Version 7.2.0
Lawson Software, Inc., believes that the information described in this manual is accurate and reliable, and much
care has been taken in its preparation. However, no responsibility, financial or otherwise, can be accepted for any
consequences arising out of the use of this material, including loss of profit and indirect, special, or consequential
damages. No warranties extend beyond the program specification.
The customer should exercise care to assure that use of the software and related documentation is in full
compliance with the laws, rules, and regulations of the jurisdictions in which it is used.
These materials are confidential unpublished works of Lawson Software, Inc. Contents of this publication
are copyrighted and cannot be reproduced in any form without the written permission of Lawson Software,
Inc. The information contained herein is subject to change. Revisions may be issued from time to time, and
Lawson Software, Inc., assumes no responsibility to advise customers of changes or additions.
All brand or product names mentioned herein are trademarks or registered trademarks of Lawson Software, Inc., or
the respective trademark owners.
© 2002 Lawson Software, Inc.

All rights reserved
Printed in the United States of America
Version 7.2.0
February 1999
Document Number WHP-72UN
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Warehouse Procedures Manual Index 125

124 Index Warehouse Procedures Manual

Warehouse Procedures Manual Index 123

~ END OF THIS SECTION ~

122 Glossary Warehouse Procedures Manual

Substitute inventory location

Unit of measure (UOM)

Warehouse Procedures Manual Glossary 121

Serial number tracking

120 Glossary Warehouse Procedures Manual

Proof of Delivery (POD)

Warehouse Procedures Manual Glossary 119

118 Glossary Warehouse Procedures Manual

Merge multiple shipments

Warehouse Procedures Manual Glossary 117

116 Glossary Warehouse Procedures Manual

Expected ship date

Warehouse Procedures Manual Glossary 115

114 Glossary Warehouse Procedures Manual

Warehouse Procedures Manual Glossary 113

~ END OF THIS SECTION ~

112 Appendix B Typical Questions Warehouse Procedures Manual

What is the difference between the form and line action?

During which processing step can I assign details to a

Can I allocate only part of a document line to meet more

Warehouse Procedures Manual Appendix B Typical Questions 111

Form ID Type Name

WH210 Report Route File Listing

WH211 Report Shipping Method Listing

WH221 Report Allocated Not Printed

WH224 Report Packing List Print

WH225 Report MSDS Listing

WH226 Report Items on Backorder Report

WH830 Conversion Shipment Load Program

* A subform, which you cannot access directly by its number.

~ END OF THIS SECTION ~

110 Appendix A System Programs Warehouse Procedures Manual

Form ID Type Name

WH33.2 Form Lots

WH33.3 Form Serials

WH33.5* Subform Additional Shipment Info

WH33.7* Subform Merge Shipments

WH33.8* Subform Preassembled Kits

WH33.9* Subform MSDS Date

WH34.2 Form Component Lots

WH34.4 Form Component UOMs

WH34.5 Subform Catch Weight

WH40.1 Form Bill Of Lading

WH80.1 Form Shipment Inquiry by Location

WH110 Report Batch Allocation

WH120 Report Route Creation

WH126 Report POD Print

WH131 Report Bulk Pick List

WH140 Report Bill Of Lading Print

WH190 Report Shipment Release

Warehouse Procedures Manual Appendix A System Programs 109

WH11.1 Form Shipping Method

WH20.1 Form Inventoried Allocation

WH20.2 Form Nonstock & Special Allocation