This article describes the procedures for handling the Inventory orders application. The procedures contain instructional steps how to create or edit an inventory order. It also informs about possible actions and their effects.

The description of the Inventory orders application, which also includes field and button descriptions, can be found in the Inventory orders article.

Querying and editing an inventory order

Precoditions:

You can edit an inventory order as long as it is not marked with the status Completed.

Instructions:

1. Open Inventory orders application
2. Enter the number of the inventory order you want to open and edit in the Inventory order number field
3. Select [Refresh] in the standard toolbar

• The inventory order is opened.

Deleting an inventory order

Precoditions:

You can delete an inventory order as long as its line items have not been reported already. This applies to inventory orders with the status Completed.

Instructions:

1. Open Inventory orders application
2. Open the inventory order to be deleted
3. Select [Delete] in the standard toolbar

• A dialog window opens.

4. Select [Yes] to confirm the operation

• The inventory order is deleted together with its line items

Marking an inventory order for deletion

Precoditions:

You can mark an inventory order for deletion if its status is Completed and it has not yet been marked for deletion. If you want to reorganize inventory orders, you need to mark the desired inventory order for deletion.

Instructions:

1. Open Inventory orders application
2. Open the inventory order to be marked for deletion
3. Select [Mark for deletion] in the standard toolbar

• The inventory order is marked for deletion.

Removing a deletion marker

Precoditions:

The inventory order is marked for deletion.

Instructions:

1. Open Inventory orders application
2. Open the inventory order to be unmarked for deletion
3. Select [Unmark for deletion] in the standard toolbar

• The inventory order is unmarked for deletion

Effects:

The deletion marker is removed in the opened inventory order.

Deleting an inventory order line item

Precoditions:

An inventory order line item can be deleted as long as it is not reported. This applies also to line items whose inventory orders have the status Completed.

Instructions:

1. Open Inventory orders application
2. Open the inventory order whose line item is to be deleted
3. Mark the inventory order line item for deletion
4. Select [Mark/Unmark for deletion] in the toolbar in the work pane

• The selected inventory order line item is marked for deletion.

5. Select [Save] in the standard toolbar

Effects:

Deleting the inventory order line item has the following implications:

• Reservations at the warehouse are canceled.
• If the item has identifiers, their reservations at the warehouse are canceled.
• The line item of a possibly existing return transfer order belonging to the deleted inventory order line item are also deleted.
• The open quantity that can be generated for the inventory order is not corrected in the voucher on the basis of which the inventory order is completed.

Completing an inventory order without reporting

Action [Complete without reporting] is used to complete an inventory order without reporting any open quantities.

Precoditions:

The inventory order has not been completed and is not being processed.

Instructions:

1. Open Inventory orders application
2. Open the inventory order to be completed without reporting
3. Select [Select action] → [Complete without reporting] in the standard toolbar

• The inventory order has the status Completed.
• If necessary, the associated return transfer order is also completed without reporting.

Discarding an open put-away

This action is used to discard unprocessed line items of inventory order so that they are marked as Put-away in full in the corresponding receipt of goods and consequently it is not possible to create another inventory order for them from the receipt of goods.

Precoditions:

• The inventory order is open for Put-away transport processes and at least one of its line items is not reported.
• The open inventory order is not in process.

Instructions:

1. Open Inventory orders application
2. Open the inventory order with an open put-away to be discarded
3. Select [Select action] → [Discard open put-away] in the standard toolbar

• Unreported line items with open put-away quantities are marked as Reported completely and Completed.
• The warehouse reservations generated for put-away are canceled.
• The open put-away quantities remain in the receipt of goods zone.
• The line items in the receipt of goods receive the status Put-away in full.
• If all the inventory order line items have the status Completed after this action is carried out, the status of the inventory order also changes to Completed.

Sorting line items

Precoditions:

Inventory order is not completed and is not being processed.

Instructions:

1. Open Inventory orders application
2. Open the inventory order whose line items are to be sorted
3. Select [Select action] → [Sort line items] in the standard toolbar

• The line items are sorted as per the sorting criteria specified for inventory order type and warehouse.

Outputting inventory order manually

If Automatically output inventory orders parameter is selected in the Customizing application → Inventory management → Documents, then each inventory order will be output right after an inventory order is generated by the inventory management server.

Instructions:

1. Open Inventory orders application
2. Open the inventory order to be output
3. Select [Select action] → [Output inventory order] in the standard toolbar

• A dialog window Output inventory order.

4. If necessary, specify the background settings for the output
5. Select [Output] or [Display] to output the inventory order

• The inventory order is output

Outputting storaga labels

If Automatically output storage labels parameter is selected in the Customizing application → Inventory management → Documents, then each storage label will be output right after an inventory order is generated by the inventory management server. For manual output, proceed as follows:

Instructions:

1. Open Inventory orders application
2. Open the inventory order for which you want to output a storage label
3. Select [Select action] → [Output storage labels] in the standard toolbar

• A dialog window Output storage labels.

4. If necessary, specify the background settings for the output.
5. Select [Output] or [Display] to output the storage label

• The storage label is output.

Saving and reporting an inventory order line item

Preconditions:

To save and report an inventory order line item, it must have the status Generated.

Instructions:

1. Open Inventory orders application
2. Open the inventory order whose line items are to be saved and reported
3. Specify the quantity greater than zero for the line items you want to report. The line items with zero quantity specified will not be reported.
4. Select [Save and report] in the standard toolbar

• The line items with completed reported quantity, serial number or loading unit are reported. Next, inventory postings are generated.
• The line items without completed reported quantity, serial number or loading unit are saved only.
• After the action, the default values are determined for all the line items.

Splitting line items

Preconditions:

Inventory order line items to be split have the status Generated and were created during generation of the inventory order. The resulting line items created through splitting cannot be further split.

Instructions:

1. Open Inventory orders application
2. Open the inventory order whose line item is to be split
3. Select at list one inventory order line item to be split
4. Select the [Split line item] button in the toolbar in the work pane.

• Underneath each marked original line item, the resulting line item created though splitting is displayed.

5. Select the warehouse zone different from the one selected for the original line item or select the storage location/storage slot as well as the identifier
6. Select the reported quantity or use the specified quantity automatically
7. Select [Save] in the standard toolbar to save the line item or select [Save and report] to save and report the inventory order with its line items

Reporting additional quantity for complete line items

Preconditions:

The inventory order is being used for the transport process Withdraw. The line item, for which the additional quantity must be reported, must have the status Completed and must contain items without a serial number or loading units.

Instructions:

1. Open Inventory orders application
2. Open the inventory order in which the additional quantity should be reported
3. Highlight the line item for which the additional quantity must be reported
4. Select [Report additional quantity for completed line items] in the toolbar in the work pane.

• The column Reporting and the checkbox in the column Storage unit are editable.

5. Enter the quantity to be reported and use the checkbox to specify whether the additional quantity should also be reported with or without the storage unit
6. Select [Save and report] in the standard toolbar

• The inventory order is saved and the additional quantity is reported.

Adding a loading unit

Preconditions:

To add a loading unit to an inventory order line item, it must have the status Generated. In addition, the loading unit must be empty, contain the same item as in the inventory unit line item and have a status that is suitable for the transport process.

Instructions:

1. Open Inventory orders application
2. Open the inventory order to which a loading unit is to be added
3. Highlight the inventory order line item
4. Select [Add loading unit] in the toolbar in the work pane

• A new table row is added to the inventory order line item

5. Enter the loading unit identification in the new table row
6. Select [Save and report] to report the inventory order with the loading unit

• The inventory order with the loading unit is reported. If the inventory order has no other line items, its status is changed to Completed.

Adding a serial number field with inventory management

Preconditions:

To add a loading unit to an inventory order line item with an item that is managed with inventory using serial numbers, it must have the status Generated. The item with the serial number should or should not be put away, depending on the transport process. For put away items with serial number, the warehouse, warehouse zone and storage location must be the same as in the inventory order line item.

Instructions:

1. Open Inventory orders application
2. Open the inventory order that you want to edit regarding serial numbers
3. Highlight the inventory order line item with an item that has a serial number
4. Select [Add serial number field] in the toolbar

• A new row is added to the inventory order line item.

5. Enter a serial number
6. Select [Save and report] to report the inventory order with serial numbers

• The inventory order with the serial number is reported.

Add a serial number field without inventory management

Preconditions:

A serial number can only be added to an inventory order line item with an item that is managed without inventory using serial numbers when the inventory order was generated from a picking order or another inventory order.

Instructions:

1. Open Inventory orders application
2. Open the inventory order that you want to edit regarding serial numbers
3. In the Reporting field, enter the number of serial numbers you want to add to the line item with item that is managed without inventory using serial numbers. Alternatively, if the desired number is already entered, you can simply select the inventory order line item.
4. Select [Add serial number field] in the toolbar

• A new row is added to the inventory order line item

5. Enter the first serial number
6. Select [Validate] in the standard toolbar

• Using the combination of the number of serial numbers and the first entered serial number, additional serial numbers are generated and assigned automatically. The entered number of serial numbers is automatically set to 0.

7. Select [Save and report] to report the inventory order with serial numbers

• The inventory order with serial numbers is reported.

Reporting the target quantity

If Open quantity as default parameter is selected in the Customizing application → Inventory management, the open quantity will be reported when reporting the inventory order.

Preconditions:

To report the target quantity of an inventory order line item, it must have the status Generated.

Instructions:

1. Open Inventory orders application
2. Open the inventory order in which the target quantity should be reported
3. If none default value is entered for the target quantity, enter the quantity to be reported for the line item in the Reporting column

1. Select [Save and report] in the standard toolbar to report all inventory order line items

• The target quantity is reported.

Reporting partial quantity

Preconditions:

To report a partial quantity of an inventory order line item, it must have the status Generated.

Instructions:

1. Open Inventory orders application
2. Open the inventory order in which partial quantity should be reported
3. Enter a partial quantity for the selected line item in the Quantity

• The line items with zero quantity specified will not be reported.

4. Select [Save and report] in the standard toolbar

• The line items with entered reported quantity are reported. An inventory posting is then generated.
• After the action, the default value is determined for all the line items.

Generating an inventory requisition for return transport

Preconditions:

To generate an inventory requisition for return transport, an inventory order must have the status Completed.

Instructions:

1. Open Inventory orders application
2. Open the inventory order for which an inventory requisition for return transport must be generated
3. Select [Select action] → [Generate inventory requisition for return transport] in the toolbar

• A dialog window Generate inventory requisition for return transport will open.

4. Enter the required parameters for the inventory requisition to be generated
5. If necessary, enter the background settings for the batch job
6. Select the button [In background] or [Immediately] to generate the inventory requisition

• The inventory requisition for return transport is generated.