Creating handling units for new containers (Create Handling Unit)

  1. Select Icon Menu > Handling Unit > Create Handling Unit. The Create Handling Unit form is displayed.
    Note: Alternatively, you can also use List Menu.
  2. Set the value in the Create Parent field to indicate if a parent for the new handling unit must be created. Possible values,
    • Yes: creates a new parent.
    • No: displays Parent HU. Specify the existing parent handling unit.
    • Blank: creates a handling unit without a parent.
  3. Specify this information:
    Item
    The item number of the handling unit.
    Note: By default, the application displays the description of the item.
    Serial
    The serial number of the single serial-in-inventory time used in this transaction. Else, this field is blank.
    Whse
    The warehouse in which the handling unit is created.
    Note: By default. the application populates the warehouse when parent handling unit or serial number is specified.
    Location
    The location in which the handling unit is created.
    Note: 
    • By default, the value is populated when a parent handling unit or serial number is specified.
    • This field is displayed when the specified warehouse is location-controlled.
    Lot
    The lot number of the items.
    Inventory Date
    The inventory of the items.
    Qty
    The item quantity of the handling unit.
  4. Click Next.
    Note: This option is available when Input Package Definition and Input Packaging Item parameters are selected.
  5. Specify this information:
    Package Definition
    The definition of the package..
    Packaging Item
    The packaging item used in the transaction.
    Qty
    The quantity of the packaging items.
  6. Click Process. The handling unit is created when the item is not serial-controlled and does not need to be assigned with a lot number. The Serial/Lot Entry form is displayed when the item is serial-controlled or needs to be assigned with a lot number.
  7. Specify this information on the Serial/Lot Entry screen:
    Item number
    The item number and description.
    Quantity remaining
    The quantity assigned with serial or lot numbers.
    Generate Serials?
    Indicates when to generate new serial numbers for the items. Possible values,
    • Yes; Indicates that new serial numbers are to be generated.
    • No: Indicates that existing serial numbers can be scanned.
    Note: This field is displayed when item is serial-controlled, possible to generate serial number for this transaction and serial numbers are not scanned.
    All Serials?
    Indicate that all serial numbers for this item at the current stock point are used in the transaction.
    Note: 
    • You can select Yes to avoid scanning of serial numbers, individually.
    • This field is displayed if the item is serial-controlled and transaction is performed using all the items in a stock point.
    .
    Lot Number
    The lot number to assigned with the item.
    Note: This field is available when the item is not serial-controlled and lot number is yet to be assigned. If the item is serial-controlled, the item lot number is displayed after scanning of the first serial number.
    Serial Number
    The serial number.
    Note:  This field is only displayed if the item is serial-controlled, the new serial numbers are not generated, and the All Serials? field is set to No.
    Quantity
    The quantity assigned with the specified lot number.
    Note: This field is available if the item is not serial-controlled and lot number is yet to be assigned.
  8. Click Process. Scan the additional serial numbers or lot numbers. The handling unit is created when all the serial and lot numbers are scanned Click X to view serial or lot numbers that are scanned. Clcik Y to reset and rescan all scanned serial or lot numbers.