Creating Handling Units for New Containers (Create Handling Unit)

Create Handling Unit is a transaction belonging to the Handling Unit Sub-Menu on the Warehouse Mobility icon based and list based menus. This transaction is used to create a Container for an inventory with no Container. For example; you require a single box to put 100 loose items in this for easy management.

On the Handling Unit Sub-Menu:

Select Create Handling Unit.
In the Create Parent field, specify whether to create a parent for the new handling unit.

If you specify Yes, a new parent will be created.

If you specify No, specify the parent handling unit in the Parent HU field. Optionally, leave blank to create a handling unit without a parent.
Specify this information:

Item

Specify the item number of the handling unit. The item description is displayed.

Serial

If you are performing this transaction using a single serial-in-inventory time, scan the serial number. Otherwise, leave this field blank.

Whse

Specify the warehouse where the handling unit will be created. If you specified a parent handling unit or serial number, this field is pre-filled and unavailable.

Location

If applicable, specify the location where the handling unit will be created. If you specified a parent handling unit or serial number, this field is pre-filled and unavailable. This field is only displayed if the specified warehouse is location-controlled.

Lot

If applicable, specify a lot number for the items.

Inventory Date

If applicable, specify a lot number for the items.

Qty

Specify the item quantity for the handling unit.
If the Input Package Definition and Input Packaging Item parameters are selected for this transaction, the Next button is available. Select Next, and specify this package definition information:

Package Definition

Specify a package definition.

Packaging Item

Specify a packaging item.

Qty

Specify the quantity of packaging items.
Select Process. If the item is not serial-controlled and does not need to be assigned a lot number, the handling unit is created. If the item is serial-controlled or needs to be assigned a lot number, the Serial/Lot Entry screen is displayed.
On the Serial/Lot Entry screen, specify or review this information:

Item number

The item number and description are displayed.

Quantity remaining

The quantity that needs to be assigned serial or lot numbers is displayed.

Generate Serials?

To generate new serial numbers for the items, select Yes. To scan existing serial numbers, select No. This field is displayed if the item is serial-controlled, if it is possible to generate serial numbers for this transaction, and if you have not scanned any serial numbers.

All Serials?

Select Yes to indicate that all serial numbers for this item at the current stock point are being used in the transaction. Selecting Yes in this field removes the need to individually scan each serial number. This field is only displayed if the item is serial-controlled and you are performing a transaction using all the items in a stock point.

Lot Number

If applicable, scan a lot number to assign to the item. This field is only available if the item is not serial-controlled and needs to be assigned a lot number. If the item is serial-controlled, the item lot number is displayed after you scan the first serial number.

Serial Number

Scan a serial number. This field is only displayed if the item is serial-controlled, you are not generating new serial numbers, and you did not select Yes in the All Serials? field.

Quantity

Specify a quantity to assign to the specified lot number. This field is only available if the item is not serial-controlled and needs to be assigned a lot number.
Select Process. If there are additional serial numbers or lot numbers to scan, scan them. If all needed serial and lot numbers have been scanned, the handling unit is created. Optionally, press X to view serial or lot numbers that you have scanned. Optionally, press Y to reset all scanned serial or lot numbers, so you can re-scan them.