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Outbound / Inbound Logistics Setup - Post Goods Issue X Warehouse Tasks

The ByDesign system is a great tool to manage your stock.

You can personalize a lot of options, create a huge quantity of tasks, define each step your agents perform when working in the warehouse.

Or, if you prefer, you can simplify everything and execute your deliveries by clicking on one single button.

On this document I describe how you setup your process of receiving and sending products.

The document also explains the difference of the options Post Goods Issue and Create Warehouse Requests (on the Outbound side) and the options Post Goods Receipt and New Supplier Notification (on the Inbound side).

1. Logistics Model

2. Outbound Logistics

3. Inbound Logistics

4. Execution

5. References

6. Common Issues

1. Logistics Model

Everything starts with a Logistics Model.

A logistics model is a list of actions that are performed when you are receiving or delivering products.

You need to set the logistics models you will use for each warehouse site you have.

You also need one model for each kind of operation you want to perform (receiving, shipping, returning, etc).

Thankfully, the system provides templates that you can use.

You can find the logistics models under the work center Warehouse and Logistics Master Data.

When we create a logistics model, we need to define the tempalte we will use (shipping, receiving, task, no task, etc) and for which site we will create it.

Once we define it, we can edit its details.

The first thing we need to define is the usage of tasks.

If you select a template marked as "Without Tasks", no warehouse tasks will be created and you will process the deliveries using the "Post Goods" Options.

In case you select the templates for one or more tasks, you can define several details, such as the task name, the list of operations and if the tasks will be created automatically.

It is also on the logistics models that you define if you will use inspections, or if the outbound/inbould delivery document will be automatically released.

2. Outbound Logistics

The Outbound Logistics work center is used to control your shipping scenario.

It is under it that you will find the delivery proposals, which means, the list of products you need to delivery to your customers to fulfill a sale.

By selecting the Delivery Proposals view, you can see the list of documents, and also, two options: Post Goods Issue and Create Warehouse Request.

The difference is simple: Post Goods Issue does not use tasks while Create Warehouse Request does.

When using the Post Goods Issue option, the system will ask the quantity of products you will use, and from where you will take them.

For the Create Warehouse Request option, this information is entered when confirm the warehouse tasks.

You can also skip all the scenario and select the option Create Outbound Delivery. It will automatically create the outbound delivery for the full quantity.

3. Inbound Logistics

The Inbound Logistics work center works on a very similar way.

The difference is that instead of shipping, you are receing products.

The name of the buttons is also different. Here you have the options Post Goods Receipt and New Supplier Delivery Notification.

You use the option Post Goods Receipt to perform the scenario without using tasks.

The option New Supplier Delivery Notification is used to perform the scenario using tasks.

Additionally, here you also have an option to skip the scenario and create the Inbound Delivery directly. Here it is called Post Goods Receipt as Planned.

4. Execution

The Execution work center is a very interesting option when you use the Tasks scenario.

Although you have the Task Control view under both work centers (Outbound and Inbound Logistics), the execution work center also shows Production and Internal tasks.

When processing a task, you will have two options, Confirm and Confirm as Planned.

The first option let you define the quantity of the products while the second one is faster, but will confirm the task for the full planned quantity.

5. References

Below you can find some suggestions of documentation which you can use when working on this scenario:

- Logistics Models Quick Guide

- Post a Goods Issue and Create an Outbound Delivery for Delivery Proposals with Optional Label Creation

- Quick Guide for Purchase Orders (in Inbound Logistics)

6. Common Issues

The most common issue on this scenario is to use the wrong option.

Although the system allows you to use both scenarios, with and without tasks, it is very common to have only one of the options configurated for some Sites.

For example, we receive an error informing that the logistics model is missing for a determined site when we click on Post Goods Issues, but the truth is that we need to use tasks on that site, so instead of Post Goods Issue, We should be usisng the Create Warehouse Request option.

There are some other issues that we may face when working on this. For them, Please check the list bellow for some case documents that may help you:

1719015 - Error Occurs When Confirming A Pick Task Using Confirm As Planned Button

1668116 - Cannot do Negative Inventory Posting in Post Goods Issue

2080164 - Source Logistics Area Not Proposed For Post Goods Issue.

1614484 - Error Message: Uniformity criteria for logistics are not met; While Doing Post Goods Receipt

1886136 - Cannot Post Goods and Services Receipt. Error: "Posting not possible; referenced purchase order XYZ in approval"

Best regards,


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