In this walkthrough, you will learn how to set up a warehouse location that uses non-directed picks and put-aways, and will see how warehouse receipts and shipments are handled.
A warehouse location is when a location requires warehouse documents such as warehouse receipts and warehouse shipments, when receiving and shipping goods. Non-directed put-aways tell warehouse employees where to put items, and non-directed picks tell warehouse employees where to pick items from.
When a location is set up as a warehouse with non-directed put-aways, and you're receiving items, the process is as follows:
Release the Purchase Order: When the items are received in the warehouse, the user who is responsible for receiving will release the purchase order to signal warehouse employees that the received items can be picked from the RECEIVE bin and put away in inventory.
Create the Warehouse Receipt: In the Warehouse Receipt window, the employee who is responsible for receiving items fills in the Qty. to Receive field.
Post the Warehouse Receipt: The employee posts the warehouse receipt. A put-away activity is created, which shows where the items should be placed in the warehouse.
Register the Warehouse Put-Away: On each line for items that have been put away, the warehouse employee fills in the Quantity field in the Warehouse Put-away window, and then registers the warehouse put-away.
When a location is set up as a warehouse with non-directed picks, and you're shipping items, the process is as follows:
Release the Sales Order: When the user who is responsible for the sales order is ready to ship the order, the sales order is released to signal warehouse employees that the sold items can be picked and placed in to the SHIP bins.
Create the Warehouse Shipment: In the Warehouse Shipment window, an employee fills in the Qty. to Ship field.
Create the Warehouse Pick: The warehouse pick document is created, which shows from which bins to pick the items.
Register the Warehouse Pick: On each line for items that have been picked, the warehouse employee fills in the Quantity field in the Warehouse Pick window, and then registers the warehouse pick.
Post the Warehouse Shipment: When all items on the warehouse shipment document are registered as picked from the specified shipment bins, an employee posts the warehouse shipment.
This walkthrough provides an overview on how to do the following:
The JF company manufactures and sells YOGIES chocolates from its SEATTLE location. Raw materials are purchased, and then used to produce finished goods, which are then sold.
The raw materials are purchased from a vendor, received at the warehouse, placed into the RECEIVE bin, and then put-away in the A1 bins. Once a finished good is manufactured, it is sold to a customer, picked from the B1 bins, placed into the SHIP bin, and then shipped from the warehouse.
For this walkthrough, the SEATTLE location uses the following bins:
RECEIVE: Holds items that have just been received.
A1-##-##: Holds raw materials. Received items are taken from the RECEIVE bin, and placed in the A1 bins.
B1-##-##: Holds finished goods. Once items have been produced, they are placed in the B1 bins. The B1-##-01 bins are primary bins. Sold items are picked from the primary bins, and placed in to the SHIP bin.
SHIP: Holds the items that are ready to be shipped.
The following procedures explain what needs to be done in order to create a warehouse location that uses non-directed put-aways and picks.
The SEATTLE location needs to be created.
Choose the Search icon, enter locations, and select Locations.
On the Home tab, choose New.
In the Code field, enter SEATTLE.
Enter the appropriate information in the fields on the General and Communication FastTabs.
On the Warehouse FastTab, select the following check boxes:
Require Receive: Warehouse receipts must be used when receiving a purchase order.
Require Shipment: Warehouse shipments must be used when shipping a sales order.
Require Put-away: Put-away activities must be performed in the warehouse at this location.
Require Pick: Pick activities must be performed in the warehouse at this location.
Bin Mandatory: Bins need to be used in all transactions with items.
Use Pick Bin Class: Indicates that values in the Pick Bin Class field on the Bin window will be used to determine which bins to pick from. Works with the Pick From Bin Class field on the Bin Policies FastTab.
Allow Multi-UOM Bin Content: Allows bins to contain items with multiple units of measure (UOMs).
You need to add bins to the SEATTLE location. You'll be adding the bins used to receive, put-away, pick and ship.
The RECEIVE bin is for when you receive items from a purchase order. The A1 bins are for putting the items that were received. For JF Company, raw items are received in the RECEIVE bin and put away in the A1 bins.
The SHIP bin is for when you ship items from a sales order. The B1 bins are for picking items that will be shipped. For the JF Company, finished good items are picked from the B1 bins and then shipped from the SHIP bin.
From the SEATTLE Location Card window, choose Bins on the Home tab. The Bins window opens.
Add the following records:
When bins are assigned to a location, you can select which bins are picked from based on the Pick Bin Class. In this walkthrough, selecting Primary for the Pick Bin Class field means that when picking, JustFood will only look at the Primary bins. Secondary bins can be used for replenishment.
| Code | Pick Bin Class |
|---|---|
| A1-01-01 | Primary |
| A1-01-02 | Secondary |
| A1-01-03 | Secondary |
| A1-02-01 | Primary |
| A1-02-02 | Secondary |
| B1-01-01 | Primary |
| B1-01-02 | Secondary |
| B1-01-03 | Secondary |
| B1-02-01 | Primary |
| B1-02-02 | Secondary |
| B1-02-03 | Secondary |
| B1-03-01 | Primary |
| RECEIVE | |
| SHIP |
Close the window.
The bins are now associated with the SEATTLE location.
Once the bins are created, you need to assign certain bins to the SEATTLE location.
From the Location Card window, on the Bins FastTab, populate the following fields:
Receipt Bin Code: Select RECEIVE. When you create a warehouse receipt, JustFood fills in the header with this bin code, and it is copied to the Bin Code field on the Take line of the resulting warehouse put-away.
Shipment Bin Code: Select SHIP. When you create a warehouse shipment, JustFood fills in the header with this bin code, and it is copied to the Bin Code field on the Place line of the resulting warehouse pick.
Note: The fields are populated under the PRODUCTION heading but these are not being discussed in this walkthrough.
On the Bin Policies FastTab, populate the following fields:
Allow Breakbulk: Select the check box. This allows a larger unit, such as a case, to be broken in to a smaller unit, such as pounds.
Pick According to FEFO: Select the check box. This means you would like to use the First-Expired-First-Out (FEFO) method to determine which item-tracked items to pick.
Pick From Bin Class: Select Primary. This means that only bins that have been designated as Primary can be picked from.
Close the Location Card window.
If you are using Inventory Posting Groups for the items that you're purchasing and selling, then you need to set up the inventory postings for your location. You need to enter the inventory posting groups and location, and then link the combination to general ledger accounts.
Inventory Posting Group Codes are set up
G/L Accounts are set up
Complete the following steps to set inventory postings:
Choose the Search icon, enter inventory posting, and select Inventory Posting Setup.
Add the following records:
| Location Code | Invt. Posting Group Code |
|---|---|
| SEATTLE | FINISHED |
| SEATTLE | PACKAGING |
| SEATTLE | RAW |
| SEATTLE | WIP |
Assign the G/L accounts to each record.
Close the window.
This section shows how the location settings affect warehouse receipts and put-aways. It is not meant as a detailed explanation of how to enter all of the details for warehouse receipts and put-aways.
Create a warehouse location that uses non-directed put-aways and picks.
Employee is set up as a warehouse employee for the SEATTLE location.
Purchase order has been created and released for the SEATTLE location.
Since the Require Receive check box was selected for the SEATTLE location, a warehouse receipt is required to receive items.
Choose the Search icon, enter purchase orders, and select Purchase Orders. The Purchase Orders window opens.
Select the released purchase order for the SEATTLE location.
On the Home tab, in the Process group, choose Create Whse. Receipt. If you try to enter a value in the Qty. to Receive field on the Lines FastTab of the purchase order, you will receive a warning that says "Warehouse Receive is required."
Click OK at the message that a Warehouse Receipt Header was created. The Warehouse Receipt window opens.
On the Warehouse Receipt window, on the Lines FastTab, enter values in the Qty. to Receive fields.
Assign lot numbers to all of the item lines.
On the Home tab, in the Posting group, click Post Receipt.
Click Yes at the question asking if you want to post the receipt.
Click OK at the message that a source document was posted, and a put-away activity was created. The Post Whse. Receipt window opens.
Since the Require Put-away check box was selected for the SEATTLE location, put-away lines were automatically generated when the warehouse receipt was posted.
The warehouse employee can see where the items need to be moved to. Once the items are moved to new bins, the warehouse employee can use JustFood or Floor to register the put-away so that JustFood is updated to reflect the move.
Open the posted warehouse receipt if it is not already open.
On the Navigate tab, choose Put-away Lines. The Warehouse Put-away Lines window opens.
The lines show the following:
Take the R100100 item from the RECEIVE bin, and place it into the A1-02-01 bin.
Take the R100110 item from the RECEIVE bin, and place it into the A1-01-01 bin.
On the Home tab, choose Show Document. The Warehouse Put-away window opens.
If not populated, enter values in the Qty. to Handle fields.
On the Home tab, in the Process group, choose Register Put-away.
Click Yes to register the Put-away document. The items are moved to appropriate bins.
This section shows how the location settings affect warehouse shipments and picks. It is not meant as a detailed explanation of how to enter all of the details for warehouse shipments and picks.
This section contains the following procedures:
Create a warehouse location that uses non-directed put-aways and picks.
Employee is set up as a warehouse employee for the SEATTLE location.
Sales order has been created and released for the SEATTLE location.
Inventory exists to be picked at the SEATTLE location.
Since the Require Shipment check box was selected for the SEATTLE location, a warehouse shipment is required to ship items.
Choose the Search icon, enter sales orders, and select Sales Orders. The Sales Orders window opens.
Select the released sales order for the SEATTLE location.
On the Home tab, in the Process group, choose Create Whse. Shipment. If you try to enter a value in the Qty. to Ship field on the Lines FastTab of the sales order, you will receive a warning that says "Warehouse Shipment is required."
Click OK at the message that a Warehouse Shipment Header was created. The Warehouse Shipment window opens.
Since the Require Pick check box was selected for the SEATTLE location, you need to generate the pick, which will tell you what items to pick to fulfill the order.
Once the pick is created, the warehouse employee can see where the items need to be picked from. Once the items are picked and moved to the SHIP bin, the warehouse employee can use JustFood or Floor to register the pick so that JustFood is updated to reflect the move.
Open the warehouse shipment if it is not already open.
On the Home tab, in the Process group, choose Create Pick. The Whse. Shipment-Create Picks window opens.
Click OK. The pick is generated.
On the Warehouse Shipment window, on the Home tab, choose Pick.
The lines show to take the F100110 item from several different bins since a single bin did not have enough inventory to fill the order.
On the Warehouse Pick window, on the Home tab, in the Process group, choose Register Pick.
Click Yes to register the Pick document. The items are moved to the SHIP bin in JustFood. You can now post the warehouse shipment.
How Do I: Set up a Warehouse Location with Non-Directed Picks and Put-Aways (version 2015)
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JustFood 2018 (11.00.00.00) | February 2018