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
The 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