9. Put-Aways

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9. Put-Aways

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The “Put-Away” application is responsible for handling Inventory Put-aways and Warehouse Put-aways.

Core features of this application include:

  • Lookup Lists for Put-away documents
  • Specifying Quantity to Put-away
  • Splitting lines and changing Bins
  • Posting

You can access the Put-away application from the Home screen by clicking the “Put-away” link.

Put-Away

When launched the Put-away Lookup List page will be displayed.

Note: Inventory Put-aways can often be considered “Receiving” but are handled in this application rather than the “Receiving” application.

Put-away Lookup List

The Lookup List page allows you to either scan or select the Put-away Document you wish to view.

Put Aways
Configuration: The maximum number of Documents that appear in this list is configured in the Warehouse Insight Setup page in NAV via the “Document Max List” property (defaults initially to 100).

Use the filter bar to filter the lookup list to specific Documents if required.

The Put-away Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:

  • Document Number
    • Put-away Documents that have a No. matching the filter will be displayed
  • External Document No.
    • Documents that have an External Document No. matching the filter will be displayed
  • Source No.
    • Documents that have a “Source No.” (Purchase Order, Transfer Order) on the lines that match the filter will be displayed
  • Whse. Document No.
    • Documents that have a “Whse. Document No.” (Whse. Receipt) on the lines that match the filter will be displayed

If you have Logins enabled only documents that are un-assigned or explicitly assigned to the logged in user will be shown. If you wish to see all documents regardless of assignment the “Show All Documents” option must be checked on the Device Configuration page in NAV.

Extensibility: To further enhance or change the Lookup List logic you will need to override event: “WHSE ACTIVITY::GetDocumentList” (ID: 20008) to implement the required logic. However, the event is also used for Picks and Movements so additional care must be taken.

Put-Away Lookup List Columns

The Put-away Lookup List can show the following columns.

Column Description
No. This will either be the Purchase Order, Transfer Order or Put-away number. If the Device Configuration Card is set to “Use Source Doc.” column will always be the Purchase Order or Transfer Order number. The Put-away number can instead be referenced in the “Doc #” column if needed.
Document No. This will be the Put-away number.
Assigned User ID The User ID the document is assigned to.
Due Date The activity lines “Due Date”.
Reference No. The activity lines “External Document No.”
Source No. The source document for the Put-away.
Name The Buy-From Vendor Name for Purchase Orders. For Transfer Orders this column will always be empty.
Barcode The generated barcode that will be used if a line is selected. This column does not usually need to be shown.

Put-Away Document

When a Put-away is opened the application page will look like so:

Put-Aways Place
Callout ID Description
1

The available menu options:

  • Close
  • Post
  • Print
  • Change Quantity
  • Split Line
  • Enter Bin
  • Enter Item
  • Enter License Plate
  • Start/Stop License Plate
  • Hide/Show Completed
  • Change Bin
  • Switch Take/Place
  • Item Inquiry
  • Bin Inquiry
2 The Total Remaining Quantity or Lines to put-away for the document
3 Document number and related header information
4 The Document Lines
5 Quantity to Handle, Description and other Line details
6 Status bar indicating status messages or instructions
Extensibility: You may modify the columns shown by modifying the Device Columns for the event “WHSE ACTIVITY::GetDocument” (ID: 20001). However, the columns are currently shared across Picks and Movements so additional care must be taken.
Note: If you have Logins enabled on the handheld the Put-away when opened may be automatically assigned to the user logged depending on the Device Configuration setting: “Assign Document”.

Putting Away Items

The standard process flow should be used when putting away Items:

  • Scan the Bin to place into
  • Scan the Item to put away
  • Enter the quantity to handle and Item Tracking Information (if required)

See General Document Handling for more information.

The Scan Behaviors page in NAV can also be further configured to control aspects of this process as well. For instance, it is possible to configure it such that a quantity dialog does not ever appear but instead increments the count by one, or to change the default quantity or unit of measure to put-away.

For more information about the Scan Behaviors consult the NAV Help.

Menus

The following menus are available by default for Put-aways. Menus may be added or removed as required from the Device Menus page in NAV under the “Application” Form with a selection of “PUT_DOC” for the Application.

Close (Menu)

Closes the Put-away document and brings the user back to the Lookup List page.

If a License Plate is currently being built the user will be prompted to print the label.

If auto post is enabled, then the document will be posted prior to closing.

Post (Menu)

Posts the Put-away document. Users will be prompted to confirm that the post should occur.

Confirm

After posting of the document is complete the page will be closed, and the user brought back to the Lookup List page.

Extensibility: To extend or customize the post routine (Post + Print, etc.) you will need to override event: “WHSE ACTIVITY::Post” (ID: 20003). However, the event is also used for Picks and Movements so additional care must be taken.

Print (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV.

Sends a request to NAV to print NAV any configured report(s). You can configure which reports are printed in the IWX Report Selections with the “Put-away” usage.

By default, the reports must be built with a top level DataItem of the type of document being printed. Example: Report “Put-away List” (ID: 5751).

Note: For more information on Printing and Printer selections see the NAV help.

Change Quantity (Menu)

Launches the Quantity dialog for the selected line.

Split Line (Menu)

Will split any un handled quantity to a new line. The place bin will be cleared on the new line.

Enter Bin (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Bin that they wish to simulate scanning.

This option can be useful if Bin labels have become damaged or are inaccessible.

Note: It is usually more advisable to open the Bin Inquiry module (see menu options) and reprint the label.

Enter Item (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Item that they wish to simulate scanning.

This option can be useful if Item labels have become damaged or are no longer readable.

Note: It might be more advisable to open the Item Inquiry module (see menu options) and reprint the item label depending on downstream process requirements (e.g. further scanning or item handling may be required).

Enter License Plate (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the License Plate number they wish to simulate scanning.

Note: License Plate labels can be reprinted via the License Plate module on the handhelds but will require exiting the application.

Start/Stop License Plating (Menu)

Will initiate a process flow in which Items are received and added to a License Plate.

See Building a License Plate for more information.

Hide/Show Completed (Menu)

Toggles whether the received lines (those without Outstanding Quantity) are shown or hidden.

Note: The state of this menu option is saved when the application closes so that next time a Put-away document is opened the hide/show state last used will be applied.

Change Bin (Menu)

Changes the Bin for the selected line.

Switch Take/Place (Menu)

Toggles whether the Take or Place lines are shown. For Inventory Put-aways there will be no “Take” lines.

Configuration: Normally the “Take” lines would automatically be handled without the user needing to do so. However, if desired it is possible to require processing of both the Take and Place lines by setting the Device Configuration “Auto Handle Put-Away Takes” to false.

Item Inquiry (Menu)

Launches the Item Inquiry management screen pre-filtered to the selected line.

Bin Inquiry (Menu)

Launches the Bin Inquiry management screen pre-filtered to the active Bin.

Common Configurations and Requests

This section is intended to describe the most common scenarios, requests and features concerning Put-aways. While some topics may require development or customizations they are included here in order to provide a greater understanding of what the software is capable of.

Further information may be obtained from the NAV Help and Support Portal.

Printing Labels

Printing labels for Items as they come in the warehouse is often required if there are no existing barcodes on the Items. Where possible existing barcodes should be used (UPC codes, vendor barcodes, etc.). However, if required WHI does provide some mechanisms in which to help with printing labels.

For most cases the report to be printed must be configured in the IWX Report Selections page with the “Item Label” usage.

The software provides a sample report that can be used as a reference for printing item labels (report “WMDM Item Barcode Label”, ID: 23044511). If designing your own label report, it may be worth reviewing the internal structure of this report as it is designed to work in a variety of printing scenarios (NAV, Item Inquiry, Receiving, Output).

Note: For more information on Printing and Printer selections see the NAV help.

Label on Quantity Change

The ability to print labels when an item is put-away is incorporated automatically into Inventory Put-aways.

If using Inventory Put-aways and you would like to print labels after a user has entered a quantity to receive you may enable the “Print on Qty. Change” option on the Device Configuration page in NAV. This will send to the label report the receiving particulars (Item, lot/serial number, expiration date, quantity).

If this option is enabled the Quantity dialog will automatically include an additional field or number of labels to be printed, as shown in the screenshot below.

Number of Labels
Note: This option is only available when using Inventory Put-aways.

Pre-Printing Labels

Sometimes it is desirable to pre-print labels prior to even commencing a Put-away. This typically is only an option when Lot/Serial information is not required. Most commonly the existing “Print” menu option is overridden. One method of achieving this is to create a label report that has a top level DataItem of the document in question (e.g. Warehouse Activity Header) and then have that report iterate the document lines and print Item labels. This option can be achieved without any additional modifications beyond the initial report.

Another option is to use the selected line and implement a custom event to handle the printing based on the selected line. Typically, this is the required approach if you need to prompt for number of labels or any other data. This option will require custom development.

Post & Print

Another option commonly taken when printing labels is to print them when the document is posted. This has the advantage of knowing all the Serial/Lot numbers and thus printing the labels with that information. However, it is not feasible to ask for how many of each item should be printed.

To implement a Post & Print label functionality you must implement a custom event or override the existing Post event.

Auto-Generation of Lot/Serial Numbers

If Receiving Lot/Serial tracked items that do not have existing tracking numbers, you may have the system auto-assign an appropriate tracking number when the quantity dialog is displayed. To do so you will need to enable the “Generate Tracking Info” option on the Device Configuration page in NAV. For this option to work the Item must be configured with an appropriate “Serial Nos.” or “Lot Nos.” defined.

Note: This option is only available when using Inventory Put-aways.

Card View

By default, the document screens are shown in “Grid” mode. This allows a user to see all expected Put-away lines and scroll through them. If you wish to limit the display to a single line at a time you may switch the “Display Mode” to “Card View” on the Device Configuration page in NAV.

In “Card View” the display will change to appear similar to this:

Put-Aways Place

Users may still cycle through the lines by pressing the “Previous” and “Next” buttons.

Scanning an Item will not find the appropriate line. The currently shown Bin/Item must match the user scan or an error will be shown.

Note: The data displayed in the “Card” is based on the Device Columns visibility. To show/hide fields you may do so by configuring the Device Columns for the appropriate document event.

Building a License Plate

If required a License Plate may be built up during the Put-away process using the steps outline in Building a License Plate.

All Put-away lines must have the same Place Bin.

Using a License Plate

If required a License Plate that has been previously built (as part of the Receiving process) can be scanned to Put-away. See Using a License Plate for more information.

Note: The Put-away lines must all have the same bin which may require using the “Change Bin” menu option to set the Bins prior to scanning the License Plate. It is not currently possible to put-away a License Plate across multiple Bins.

Auto Split on Quantity Change

When a Put-away cannot be fully placed in the suggested Bin a Split Line is usually required. While users can use the “Split Line” menu option to achieve this result it’s often desirable to have the line automatically split. In this scenario as soon as the quantity dialog is closed any unplaced quantity will be automatically split out. To enable this option the “Auto-Split Behavior” on the Device Configuration should be set to “Auto-Split User Quantity”.

Auto Post Put-away

A Put-away document can be set to auto post when the document is closed. This can prevent users from forgetting to post the document. The “Post” menu option can always be used to post the Put-away but if auto posting of the Put-away is desired, enable the “Auto Register Put-away” option on the Device Configuration.
The option should likely not be used if users are simply taking breaks and intend to come back to the document or might not have dropped the items off at their final location.

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