Getting Started Welcome to Warehouse Bin Management Training. This course is designed to provide in-depth detail into the setup and functionality of bin management from receiving, through Put Away, Replenishment and Picking. Prerequisites Inventory Module training. Duration 4 Hours Course Objectives At the end of this course you will be able to: Describe the integration between Warehouse Bin Management to Inventory and other related Greentree Modules Discuss the setup and process flow of Warehouse Bin Management Demonstrate the Warehouse Bin Management life cycle of Receipting, Put Away, Replenishment and Picking. List any additional objectives you have for this course in the space below Course Material You will need the following during the course: Warehouse Bin Management Training Notes. Warehouse Bin Management Workbook. Greentree Demo system pack to the latest release.
defined within the warehouse. For some warehouses the same physical space may be used for all three transitional processes. Receiving and Packing area names must be unique when there is more than one transitional area in use across a location. Receiving area for incoming inventory: If there is a nominated receiving area for a location, all goods received are first placed in this area. The Bulk Put Away process will then suggested bins for all inventory in the Receiving area. A receiving bin may or may not be set as a protected area. If a location is using a protected area for receiving the SO/PO linked lines do not generate a Packing Slip on PO Receipt. Packing area for outgoing stock: Like the Receiving area, a separate packing area can be defined within the warehouse. This may either be a logical packing area, or a physical one. The receiving area temporarily holds picked inventory until invoicing. This allows capacities to be correctly calculated, invoicing clears the packing area. If the packing area is not used, the capacity of the picking location is not adjusted until the picked line is invoiced. Cross docking area Cross docking provides an area to hold receipted goods in a separate (non-receipting) area in preparation for releasing linked sales orders. Cross docking is excluded from the standard picking hierarchies. Inventory held in this area will be included in the inventory 'on hand' balance but is not 'available' to other transactions. To display in the ‘Location’ list, a warehouse must have at least one level that has ‘Is Bin’ and ‘Is Mixed’ selected. These are also the pre requisites for a bin to display in the receiving and packing area drop down. As these are bulk areas, the values on the bin type should be set to the maximum. Capacities are not applied to these areas. To clear a bin selection, select the bin, click the delete button, then press ‘Enter’ to activate the save icon. Automatic bin transfers As previously discussed under IN Module Control setup, to automatically create bin transfers to and from the transitional areas, ‘Auto generate code’ settings must be enabled on the IN Module Control | Auto generate code | Bin Adjustments and Transfers tab. The transfer movement from pick bin to packing area is auto-generated when the packing slip line indicator ‘is picked’ is updated to true. When the line is invoiced, the packing area is cleared of invoiced quantities. Storage Profile Maintenance System | Inventory | Warehouse Bin Management | Storage Profile Maintenance
Create a cross docking bin location for the warehouse location, with the following options set to true ie Transitional Area Setup System | Inventory | Warehouse Bin Management | Transitional Area Setup Assign the cross docking location to the ‘Cross docking area’ for the relevant Warehouse: PO User Preferences System Setup | User Maintenance | Purchase Orders | Options Allow link to Sales Orders should be set to true. Commit inventory only When set to true, inventory quantities released to (backordered) sales order lines will only be committed against the sales order line and a packing slip will not be generated. This prevents the inclusion of committed inventory in the cross docking location being included in the Put Away and Replenish process. SO User Preferences System Setup | User Maintenance | Sales Orders | Options Allow link to Purchase Orders should be set to true. Processing examples Example 1: SO fully linked to PO Illustrates use of the Cross Docking Location SO-PO Linked Item Have an inventory item with no balances at Location 04: Entered a Purchase Order for 10 items. Created a Sales Order for 10 items and linked this to the above Purchase Order’. The Location Balance at this point shows 10 On-Order, and 10 Backorder: PO Receipt the linked Purchase Order. Location Balances now shows 10 On-Hand in the 04.XDOC (Cross docking) location: