Detailed description of  the document form and its tabs can be found in subcategory Document forms.

Additionally, the header contains information on:

• source warehouse – a warehouse selected as default warehouse for WM- document type in the center issuing a document is set by default. The source warehouse can be changed until the first item has been added.
• target warehouse – a warehouse selected as default warehouse for WM+ document type in the center issuing a WM- document is set by default. As a target warehouse on a WM- document it is possible to set a warehouse which is available in:
  • the parent company and its child centers, on condition that parameter Dedicated for the parent company is checked on the warehouse form.
  • in a center of Company type and its child centers there will be warehouses attached to the given company available for selection

• Process in POS – parameter available on WM- document form in case:
  • in a Company in which a document is being added, at least one POS workstation has been defined
  • a warehouse attached in the definition of WM- in a center in which that workstation is defined is set as source warehouse

The setting of the parameter is retrieved from the document definition in the center in which a document is being issued – it is unchecked by default.

The parameter is available for editing:

• for documents with Initiated and Unconfirmed status
• after adding the first item
• after indicating:
  • source warehouse assigned to the WM- definition in the center in which the POS workstation has been defined
  • source/target warehouse of Local type
  • source warehouse without handling of WMS activated

After saving a WM- with parameter Process in POS checked, the document cannot be modified in Comarch ERP Standard anymore.

Section Automatic Generation of WM+ allows for specifying whether a WM+ document:

• should be generated with Confirmed status – option Confirmed
• should be generated with Unconfirmed status – option Unconfirmed
• should not be generated – option Don’t generate

An option defined in the WM+ document type configuration is set by default.

List of items can contain any number of items; however, the resources of each item should be available in the source warehouse.

Method of adding items onto a document is described in subcategory Adding document items. 

On a WM- document, it is possible to define packs. The process of adding packs to a document and their handling is similar as in the case of documents for received items, including the following differences:

• on the pack form, there are two fields relating to warehouses – Source Warehouse and Target Warehouse, whereas these fields are inactive and filled in with the warehouses from a document header by default
• the uniqueness of UPC codes is not checked on WM+ documents
• a pack value always receives a subtotal value
• it is not possible to add many packs at the same time
• packs can be copied to a WM- only if the quantity of resources in stock is sufficient for all the items of a pack
• the value of a copied pack is calculated on the basis of the actual values of the collected resources and not on the basis of the source pack