To set up handling units

To make the handling unit functionality meet the requirements of your organization, you must define some data as outlined in the following procedure. You can specify how handling units are used for particular items, warehouses, and/or business partners. For example, you can specify how items that go to a particular customer must be packed, or how items are stored in a particular warehouse.

Step 1. Common setup

In Common, define the following data:

Step 2. Parameter settings

In Warehousing, you must set various parameters.

  1. In the Master Data Parameters (whwmd0100s000) session, select the preferred settings for the following fields:
    • Select the Handling Units in Use check box to enable the use of handling units for the Warehousing package.
    • Select the mask that must be used to generate handling unit codes in the Handling Unit Mask field. This mask is the default mask for all handling units. On item and warehouse level, you can define more specific masks.
    • Select the number group for handling unit templates in the Number Group for HU Template field.
    • Select the series for handling unit templates in the Series for HU Template field.
  2. Select the preferred option of the Generate Handling Units Automatically from ASNs option list of the Inventory Handling Parameters (whinh0100m000) session to enable automatic generation of handling units from ASNs for items that are not related to warehouses.
  3. In the WMS Interface Parameters (whwmd2105m000) session, select the Handling Units check box to enable the use of handling units for integrated WMS systems.
Step 3. Warehousing master data setup

To set up warehousing master data, proceed as follows:

  1. Define label layouts for handling units if you use labels to identify and/or process goods in the warehouse. For further information, see Label layout and printing.
  2. Define package definitions to set up packing structures for items by means of handling units. For further information, see Package definitions, The use of package definitions, and To define package definitions.
  3. Define handling unit data for items in the following fields of the Item - Warehousing (whwmd4100s000) session:
    1. In the Package Definition field, select the package definition that must be used to create handling units for the item.
    2. Select the Handling Units in Use check box to enable the use of handling units for the selected item.
    3. Select the Handling Unit Version Controlled check box to specify that version numbers must be maintained for handling units for which splitting is enabled.
    4. Select the Log Version History check box to specify that history records are generated for version-controlled handling units.
    5. Select the Track Handling Unit Status check box to enable history maintenance for each status change of a handling unit.
  4. In the Warehouse - Item (whwmd2110s000) session, set the following controls for the use handling units for items related to warehouses:
    1. In the Package Definition field, select the package definition that must be used to create handling units for the item.
    2. Select the Use Handling Units in check box to enable the use of handling units for items in specific warehouses.
    3. Select the Use Handling Unit in Receipt check box to enable the use of handling units in receipts for items related to specific warehouses.
    4. Select the Outbound Inspections check box to enable the use of handling units in outbound inspections for items related to specific warehouses.
    5. Select the Inbound Inspections check box to enable the use of handling units in inbound inspections for items related to specific warehouses.
    6. Select the Inventory check box to enable the use of handling units in inventory for items related to specific warehouses.
    7. Select the Shipments check box to enable the use of handling units for shipment of items related to specific warehouses.
    8. In the Creation ASN field, specify how LN must generate handling units from ASNs that refer to items linked to selected warehouses.
  5. Define handling unit data for warehouses in the following fields of the Warehouses (whwmd2500m000) session:
    1. Select the Handling Units in Use check box to enable the use of handling units for warehouses.
    2. Select the Use Handling Unit in Receipt check box to enable the use of handling units in receipts for specific warehouses.
    3. Select the Advise Alternative Package Definition Allowed check box to enable advising incomplete package definitions for specific warehouses.
    4. Select the Use Handling Unit in Inbound Inspection check box to enable the use of handling units in inbound inspections for specific warehouses.
    5. Select the Use Handling Unit in Inventory check box to enable the use of handling units in inventory for specific warehouses.
    6. Select the Use Handling Unit in Outbound Inspection check box to enable the use of handling units in outbound approvals for specific warehouses.
    7. Select the Use Handling Unit in Shipment check box to enable the use of handling units for shipments for specific warehouses.
    8. In the Generate Handling Units Automatically from ASNs field, specify how LN must generate handling units from ASNs that refer to selected warehouses.
    9. In the Generate Handling Unit Automatically during Picking field, specify whether LN must generate handling units after the outbound advice is released for items that are issued from the current warehouse. To generate handling units, handling units must be in use for the item and the warehouse.
Step 4. Sales and purchase settings

You can specify that handling units are generated according to particular package definitions for goods that are received from specific suppliers and/or goods that must be shipped to specific customers. For this purpose, you must link the required package definitions to business partners in the following sessions:

  • In the Package Definition field of the Items - Sales Business Partner (tdisa0510m000) session, select the package definition that includes the handling unit structure for specific items sold to specific customers.
  • In the Package Definition field of the Item - Purchase Business Partner (tdipu0110m000) session, select the package definition that includes the handling unit structure for specific items purchased from specific suppliers.
  • In the Package Definition field of the Purchase Contract Line Logistic Data (tdpur3102m000) session, select the package definition that includes the handling unit structure for specific items purchased from specific suppliers according to selected contracts.

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