Using Warehouse Mobility on a Mobile Scanner

Allocate Release

Use the Allocate Release transaction to pick items for orders that are not associated with a pick list. With this transaction, you can decide from which locations items should be picked. You can configure the transaction to automatically generate and release outbound allocations when items are picked.

See Picking Items for Orders Without a Pick List.

Approvals

Use the Approvals transaction to approve, reject, or destroy inspected items.

To streamline your inventory management processes, you can opt to put away inventory from within this transaction. Additionally, when items are needed urgently for an order, you can perform cross docking from within this transaction. You can only put away or cross dock items that have been approved.

See Approving and Rejecting Inspected Items.

As Built

Use the As-Built transaction to link serial-controlled or lot-controlled component items to end items. Linking these items helps you to track, by serial or lot number, the components that are used to build items on a production order. You can link each end item serial number to the specific component serial or lot number that is used to build that end item.

See Linking Component Items to End Items.

ASN Receipt

Use the ASN Receipts transaction to receive items using an advanced shipment notice (ASN). You can use the ASN number, packing list number, or packing slip number to receive items. You can choose to receive all items on the receipt or select individual lines to receive.

To streamline your inventory management processes, you can opt for immediate put away inventory which is only available when specific lines are being received.

See Receiving ASN Items.

Close Handling Unit

When you remove all items from a container, you can use the Close Handling Unit transaction to close or delete the handling unit assigned to that container. If you keep the container, close the handling unit instead of deleting the handling unit, so you can re-use the handling unit in the future.

See Emptying a Container.

Consignment Receipt

You can use the Consignment Receipt transaction to receive items that are not part of a purchase order into a consignment warehouse.

See Receiving Items Into Consignment Warehouses.

Create Handling Unit

When you put inventory into a new container, such as a box, you can use the Create Handling Unit transaction to create a handling unit for that container to track the contents and location of the container.

See Creating Handling Units for New Containers.

Crossdocking

When newly received items are needed urgently for an order, you can use the Crossdock transaction to route them directly to the staging area, bypassing the standard put away and picking processes to save time. 

If the appropriate parameters are selected, you can cross dock items from within the Receipts, Approvals, Report Production, and Putaway transactions. You cannot perform cross docking as a standalone transaction.

Direct material supply (DMS) requests are prioritized for cross docking. You must fill all DMS cross docking requests before you can use the transaction to cross dock items to other outbound orders.

See Cross Docking Items.

Customer Returns

Use the Customer Returns transaction to receive items that customers have returned without an RMA.

See Receiving Customer Returns without an RMA.

Cycle Count

Use the Cycle Count transaction to verify inventory quantities of specified items. After cycle count sheets are generated in ERP LN, you can view the count list on the scanner by specifying the warehouse order number. You can then verify the item quantities at stock points and record your physical counts in ERP LN within this transaction.

To ensure that the correct items and stock points are counted, you can use the transaction parameters to require users to scan the item number, location, and lot number. If there is a mismatch between the scanned values and the selected count item, an error message is displayed.

See Counting Items.

Device Allocation

Use the Device Allocation transaction to issue and return devices.

See Issuing and Returning Devices.

Elapsed Hours

Use the Elapsed Hours transaction to report labor and quantities to jobs. You can use this transaction as an individual employee or as a team.

This transaction is only available when the Time Track module is not implemented.

See Reporting Elapsed Hours.

Global Transfer

Use the Global Transfer transaction to move the contents of all stock points at one location to another location within a warehouse. For example, if a location is damaged or affected by an environmental hazard, such as moisture, you may need to move all inventory out of that location. Both available and allocated items are relocated when you use this transaction. You can only use this transaction within a location-controlled warehouse. To relocate from one warehouse to another, you must move each stock point individually using the Inventory Transfer transaction.

See Relocating Items.

Handling Unit Inquiry

You can use the HU Inquiry transaction to view details about a container.

See Viewing Container Details.

Inventory Adjustment

Use the Inventory Adjustment transaction to adjust inventory quantities at a stock point.

See Adjusting Inventory at a Stock Point.

Inventory Transfer

You can use the Inventory Transfer transaction to move unallocated items from one location to another, either within a warehouse or between warehouses. Only use this transaction for unplanned item transfers. For planned transfers, where separate picking and receiving processes are required, use the Picking and Receiving transactions.

See Picking Items and Receiving Items.

If you are moving items in containers or from containers, as opposed to "loose" inventory items, you must specify handling units. See Relocating Containers.

See Relocating Items.

Inventory Write Off

You can use the Inventory Write Off transaction to decrease an item's quantity at a stock point.

See Decreasing Inventory at a Stock Point.

Inventory Write On

You can use the Inventory Write On transaction to increase an item's quantity at a stock point.

See Increasing Inventory at a Stock Point.

Item Inquiry

Use the Item Inquiry transaction to look up the on-hand, allocated, and free inventories of a specified item. When applicable, you can view item serial numbers, lot numbers, inventory dates, and handling units. The Item Inquiry transaction shows a list of all locations with free quantities, based on item and warehouse inputs.

See Viewing Inventory Status.

Job Booking

Use the Job Booking transaction to report hours and completed quantities to jobs. You can start and stop individual jobs, or, if you are a workset-enabled employee, you can start and stop multiple jobs using a workset. You can use this transaction as an individual employee or as a team.

This transaction is only available when the Time Track module is not implemented.

See Starting Jobs and Stopping Jobs.

Kanban Cancel

Use the Kanban Cancel transaction to remove a Kanban from use. If you need to use the Kanban again at a later time, you can use the Kanban Reinstate transaction.

See Canceling Kanbans.

Kanban Create

Use the Kanban Create transaction to create Kanbans. Kanbans that you create using this transaction are based on existing Kanban loops that have been configured in ERP LN.

See Creating Kanbans.

Kanban Delivery

Use the Kanban Request transaction to deliver items to a Kanban location that have been received to fill a Kanban request.

See Delivering Kanban Items.

Kanban Reinstate

Use the Kanban Reinstate transaction to return a previously canceled Kanban to use.

See Reinstating Kanbans.

Kanban Request

Use the Kanban Request transaction to request the replenishment of a Kanban when it has been depleted. The type of order that is generated for the request is determined by the Kanban loop defined for the Kanban.

See Requesting Kanban Replenishments.

Kanban Reset

Use the Kanban Reset transaction to reset the status of a Kanban to In Stock.

See Resetting Kanbans.

Kanban Status

Use the Kanban Status transaction to view the status of a Kanban.

See Viewing the Status of Kanbans.

Link Handling Unit

To add a container to a group of containers, you must link the container handling unit to the group handling unit using the Link Handling Unit transaction. For example, if you add a box to a pallet, you must link the box handling unit to the pallet handling unit.

See Adding Containers to Groups.

Loading

Use the Loading transaction to load packages. You can only load sealed packages that are associated with a shipment.

See Loading Packages.

Location Inquiry

Use the Location Inquiry transaction to view the inventory quantities at a location. You can view on-hand, allocated, and free quantities in addition to, when applicable, item serial numbers, lot numbers, inventory dates, and handling units.

See Viewing Inventory at a Stock Point.

Manage Team

Use the Manage Team transaction to add and remove members from a team and to view the employees currently assigned to a team.

This transaction is only available when the Time Track module is not implemented.

See Joining Teams, Leaving Teams, and Viewing Teams.

Packing By Order

Use the Packing by Order transaction to pack items for an order before releasing the outbound or confirming picking. There are two ways that you can pack items using this transaction:

• Using pre-packed items:

  Use this packing method if the items on the order line are already packed in a container structure that meets the shipping requirements. You can confirm that the container structure is correct, or, if there are problems with the container structure, you can break it up and rebuild the structure manually.

• Packing items without a pre-defined structure

  Use this packing method if the items on the order line do not need to match a specific container structure. Using your own discretion, you can create any container structure that is appropriate for the situation.

You may need to use multiple packing methods for an order.

See Packing Items by Order.

Packing By Shipment

Use the Packing by Shipment transaction to pack items for a shipment. There are three ways that you can pack items using this transaction:

• Using pre-packed items:

  Use this packing method if the items on the shipping line are already packed in a container structure that meets the shipping requirements. You can confirm that the container structure is correct, or, if there are problems with the container structure, you can break it up and rebuild the structure manually.

• Packing items using a pre-defined structure:

  Use this packing method if the items on the shipping line must be packed in a pre-defined container structure that does not match the current structure of the picked items. You can create a container structure for the items that meets the shipping requirements.

• Packing items without a pre-defined structure:

  Use this packing method if the items on the shipping line do not need to match a specific container structure. Using your own discretion, you can create any container structure that is appropriate for the situation.

You may need to use multiple packing methods for a shipment.

See Packing Items by Shipment.

Packing Inquiry

Use the Packing Inquiry transaction to view the packaging structure for a shipment or order.

See Viewing Packages.

Physical Inventory

Use the Physical Inventory transaction to verify the inventory at specified locations in your warehouse. Scan item quantities at warehouse locations to create accurate physical counts. Any variances between these counts and the records in ERP LN are recorded for investigation. Inventory records for locations in ERP LN are automatically adjusted to match the physical counts.

See Counting Items.

Picking

Use the Picking transaction to pick items allocated for usage. Using the outbound advice logic of ERP LN, the scanner directs you as to which item quantities to pick and from which stock points. You can sort these stock points by location to improve picking efficiency.

Using the transaction parameters, you can require that item number, lot number, inventory date, location, and handling unit be scanned for verification to improve operational discipline.

See Picking Items.

Putaway

Use the standalone Putaway transaction to put away items if you have not opted to combine put away with another transaction, such as Receipts. You can put away items using a receipt number, order number, or storage list.

The Putaway transaction provides built-in consolidation logic. Instead of putting an item away to a random or empty location, you can select from a list of locations where the item is already available, thereby consolidating items into a smaller pool of locations.

See Putting Away Items.

Receipt Label Print

Use this transaction form to print labels for a warehouse receipt. The labels include the inbouding data entered on the scanner.

See Printing Warehouse Receipt Labels

Receipts

Use the Receipts transaction to receive items into a warehouse. You can assign lot numbers, inventory dates, serial numbers, certificate numbers, and handling units to items. You can also print barcode labels as soon as items are received.

To streamline your inventory management processes, you can opt to put away inventory from within this transaction. Additionally, when items are needed urgently for an order, you can perform cross docking from within this transaction.

See Receiving Items.

Release Outbound

Use the Release Outbound transaction to release order lines for shipment or to confirm a pick list.

See Releasing Outbound Order Lines.

Repacking

Use the Repacking transaction to modify the container structure of a package. You can use this transaction to perform these actions:

• add a package to another package
• remove a package from another package
• unpack a package

See Repacking Items.

Report Operation

Use the Report Operation transaction to track production progress by reporting the completion of items for operations.

See Reporting Completed Operations.

Report Production

Use the Report Production transaction to track production progress by reporting the completion of production items.

To streamline your inventory management processes, you can opt to put away inventory from within this transaction. Additionally, when items are needed urgently for an order, you can perform cross docking from within this transaction.

See Reporting Completed Production.

Reset Employee

Use the Reset Employee transaction to return an employee to an idle state. The employee's shift will be ended, and the employee will be removed from any teams and unassigned from any activities. If employee information is entered using ERP LN, you can use this transaction to reset the employee's information in Factory Track to match the new information in ERP LN.

This transaction is only available when the Time Track module is not implemented.

See Resetting the Status of an Employee.

Return From Staging

Use the Return from Staging transaction to return items from the staging area back into inventory when a shipment has been canceled or modified. You can only return items from staging that have previously been released by a Picking or Release Outbound transaction.

See Returning Items from Staging.

Return Material

Use the Return Material transaction to return items to inventory that were previously issued to a production order.

See Returning Items from Production.

Sealing

Use the Sealing transaction to seal packages. After sealing a package, you can also choose to freeze shipment lines associated with that package.

See Sealing Packages.

Shipment Handling

Use the Shipment Handling transaction to manage shipments. You can use this transaction to:

• confirm shipments
• freeze shipments
• unfreeze shipments
• print packing slips
• print bills of lading

See Managing Shipments.

Split Handling Unit

When you take items out of a container, you can add them to another container or designate them as loose inventory using the Split Handling Unit transaction.

See Removing Items from a Container.

Start/Stop Shift

Use the Start/Stop Shift transaction to start or stop your shift.

This transaction is only available when the Time Track module is not implemented.

See Starting Shifts and Stopping Shifts.

Unlink Handling Unit

Use the Unlink Handling Unit transaction to remove a container from a container structure. For example, if you remove a box from a pallet, you must unlink the box handling unit to the pallet handling unit.

See Removing Containers from Container Structures.

Unplanned Material Issue

Use the Unplanned Material Issue transaction to pick items for a production order in addition to those listed on the pick list. These additional items are added to the order on a new line. This transaction provides you flexibility to decide the locations from which items should be picked. You can configure the transaction to automatically generate and release outbound allocations when items are picked.

See Issuing Unplanned Material.