Internal movements

In order to simplify the process of moving items between warehouses related to a given shop, it is possible to handle internal movements (WM-) on the POS workstation. The process does not necessitate generating separate release and receipt documents recording a movement between warehouses, as it is done automatically. The process consists of:

  • Delivery receipt order – handling the receipt of resources from another warehouse
  • Item release – handling the creation of WM- documents between the headquarters warehouse and subsidiary warehouses

Upon the confirmation of a new internal movement, WM-, WM+, and RDR documents are generated automatically.

Note
The functionality of delivery receipts and releases requires the user to be assigned relevant permissions, granted in the ERP system:

  • Permission to modify warehouse movement documents
  • Permission to create a receiving and delivery receipt, in the case of delivery receipts

In order to open the list of internal movements, it is necessary to select the tile [Back Office] in the main menu and then select [Internal Movements].

[Internal Movements] tile
The list presents all WM- documents that have the current shop warehouses assigned as a source and target warehouse; also, the list contains associated RDR documents.

Internal movement list

The upper part of the window contains the text filter field and drop-down filters:

  • Document Status – it includes the following categories:
    • Received – documents with the status Confirmed, associated with a confirmed WM+ document, where the target warehouse is a warehouse assigned to a center to which the POS workstation belongs
    • Released – documents with the status Confirmed and with no associated documents, where the source warehouse is a warehouse assigned to a center to which the POS workstation belongs
    • To Receive – documents with the status Confirmed and with either no associated documents or with unconfirmed or canceled associated documents, where the target warehouse is a warehouse available for a center to which the POS workstation belongs
    • To Release – documents with the status Unconfirmed and with no associated documents, where the source warehouse is a warehouse assigned to a center to which the POS workstation belongs
  • Type
  • Date
  • Status
  • Source Warehouse
  • Target Warehouse

Note
Depending on the parameter Method of Searching For Documents in the configuration of the POS workstation, documents may be searched:

  • Locally in the POS workstation’s database
  • Both locally and in the ERP system

The list contains the following columns:

  • Status Icon:
    • [↓] (down arrow symbol) – WM- documents related to a delivery receipt that has the status Confirmed
    • [Ѵ] (confirmation symbol) – receiving and delivery reports generated correctly
    • [!] (exclamation mark) – receiving and delivery reports related to a discrepancy between a system WM- document and a received delivery
Note
If the operator has not been granted the permission to read WM- documents, the icons of the confirmation symbol and exclamation mark are not presented.
  • Number
  • Status – with the possible values Confirmed, Unconfirmed, or Canceled
  • Source Warehouse
  • Target Warehouse
  • Date of Issue
  • Associated Documents – it displays the numbers of documents associated with a given document. For instance, for a WM- document, the application may present the numbers of a receiving and delivery report (RDR) and of a WM+ document generated from that document.
  • Handled By (hidden by default)

On the list of internal movements, it is possible to:

  • Add a new WM- documents by selecting the button [Add]
  • Preview a WM-/RDR document
  • Take receipt of a delivery by selecting the button [Take Receipt]
  • Open the list of unconfirmed WM- documents by selecting the button [P]
  • Cancel an RDR document by selecting the button [Cancel]

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