WM Entry Replenish Primary Bins Report overview
Function acronym: WMER
Use this report and then WM Accept/Review Replenishment Entry to perform replenishment action on the primary bins with an In Service status. Primary locations need to be replenished because they are the primary pick location.
If the product is not available to replenish the bin, the bin does not show on the report. If an insufficient quantity exists, only the available product data shows on the report.
WM Entry Replenish Primary Bins Report searches the source bins for available product and replenishes the destination (Primary) bin, depending on the options selected in SA Admin Options-Products-Warehouse Manager. WM Bin Location and Product Setup records with a status of Open and Alternate bins are used as source bins. This is for Warehouse Manager use only, and does not include purchase order options.
Does the primary bin need to be replenished?
The quantity available is calculated as:
On Hand + Received - Committed (if the Count Committed Stock as Available
Space option is Yes) - Reserved balance in
Product Warehouse Product Setup (if the Check Open Orders option is
Yes in WM Entry Replenish Primary Bins
Report).
The quantity available is compared with parameters previously established, and if the quantity available is less than the minimum in WM Bin Location and Product Setup, replenishment will be recommended to bring the quantity available back up to the maximum quantity listed on the WM Bin Location and Product Setup record, plus the amount needed to cover outstanding orders if the if the Check Open Orders option is Yes in WM Entry Replenish Primary Bins Report. If the option, Only Where Quantity On Hand is Less Than Zero, is set, the report will disregard the minimum quantity and only look at balances below zero.
Where does the replenishment come from?
If the Attempt Single Bin Pick option in SA Admin Options-Products-Warehouse Manager is Yes, an attempt to find the quantity needed from one bin will be made. If the quantity needed is less than the quantity available, the quantity will be taken from one source bin. If WM Entry Replenish Primary Bins Report is in Perform mode, the Last Picked Date will be updated on the source bin's WM Bin Location and Product Setup record and WM transaction record entries will be made to record the transaction.
The WM Entry Replenish Primary Bins Report can be generated in three modes: Report only, Commit, and Perform. WM Entry Replenish Primary Bins Report records are created in the commit and perform modes with Stage codes of 1 and 4 respectively, unless the Delete Transactions When Complete in is Yes.
If the Delete Transactions When Complete option in SA Admin Options-Products-Warehouse Manager is Yes, and the report is generated in Perform mode, the WM transaction records are never created, but all the WM Bin Location and Product Setup updating is completed.
Commit mode updates Received and Committed quantities and WM Accept/Review Replenishment Entry will have to be performed to update On Hand quantities.
Perform mode updates On Hand quantities, Last Stored Date, # Times Stored in the destination bins, Last Picked Date, and # Times Picked in source bins. WM Bin Location and Product Setup product records from open bins with zero quantities will be deleted if no active WM transaction records are attached.
You can generate this report for the bins that are currently negative, or will be going negative, due to the Product Warehouse Product Setup Reserved quantities. If the product is not available to replenish the bin, the bin will not show on the report. If there is product available that is not sufficient, only the available product data will show on the report. The report is for Warehouse Manager use and does not include purchasing options, therefore exception messages will not show for these conditions.
The quantity recommended to restock the primary bin will be rounded based on the Round option in WM Entry Replenish Primary Bins Report to reflect the primary bin unit. Quantities will be pulled from the source bin in whole units based on the Bin Type/Size Type set up in SA Table Code Value Setup. If an entire unit cannot be removed from a bin, it will not be partially removed.
A unit type can be Stocking, Buying, or Standard Pack. If the bin unit is a standard pack and no standard pack unit is set up in the product's Product Warehouse Product Setup, the default will be to the buying unit, provided it is set up in Product Warehouse Product Setup, otherwise the unit will default to the Product Setup stocking unit or to a one-to-one conversion.
If the bin unit is the buying unit and no unit is set up, the unit will default to the Product Setup stocking unit or a one-to-one conversion. Therefore, a bin may have product available, but because the bin does not contain an entire bin unit, the bin will not show on the report as a recommended source.