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]
  • Open the list of documents associated with a given document by selecting the button [Associated Documents]

Canceling an entire internal movement process when canceling an RDR – internal movements

Canceling only an RDR document makes it impossible to determine the location of items. If the company wants to cancel an internal movement process, it means that relevant items return to the source warehouse. Therefore, the application provides a functionality allowing the cancellation of the whole process when the operator cancels an RDR document from the list of internal movements. In this case, a message will be displayed informing that the WM- and WM+ documents associated with the canceled movement have been cancelled.

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