Reclass and Put-away

Article02/19/20243 min read
 Download PDF

Reclass

Reclass is the movement of inventory from one location to another location and from one bin to another bin.

Item Reclassification Journal

  1. Select the Search icon, enter Item Reclassification Journals, and then choose the related link.

    img_p0_4

    The Item Journal Template List page opens.

    img_p0_5

  2. On the Item Journal Template List card, select a template and click OK.

    The Item Reclassification Journals page opens.

    img_p0_6

  3. On the Item Reclassification Journals page, enter the following fields:

    • Item No.
    • Location Code
    • New Location Code
    • Bin Code (optional)
    • New Bin Code (optional)
    • Quantity

    The Posting Date and Document No. are automatically filled in. The Unit of Measure code is automatically filled and can be changed as well.

    Note

    There are two ways to complete the reclass depending on bin requirements, one is with bins, and one is without bins.

With bins

  • The user should personalize and add the Bin Code and New Bin Code to reclass.
  • This type of inventory movement typically occurs within the same location, but with different bins. There is the possibility of moving bins & locations simultaneously as desired as well, however, we prefer the use of transfer orders for inventory movements between locations.

img_p1_2

Put-away

Once inventory is received, inventory needs to be put-away into storage locations within the client facility.

Prerequisites

On the Location Card page, you must turn on Require Receive, Require Put-away, and Bin Mandatory toggles on the Warehouse FastTab to create a put-away.

img_p1_3

  1. Create a new purchase order or use an existing purchase order you want to work with, and then release the purchase order.

  2. On the action bar, select Home > Create Whse. Receipt.

    img_p1_4

    The Warehouse Receipt page opens.

    img_p1_5

  3. On the Warehouse Receipt page, on the Lines FastTab, select Line and enter the Assigned Lot(s) field through the Item Tracking Lines action.

    img_p2_1

  4. On the action bar, select Home > Post Receipt, and then select Post and Print Put-away.

    img_p2_3

    The Put-away is created.

    img_p2_2

Inventory Put-away

  1. Create a new purchase order or use an existing purchase order you want to work with, and then release the purchase order.

  2. On the action bar, select Home > Create Inventory Put-away/Pick.

    img_p2_4

    The Create Inventory Put-away/Pick/Movement card opens.

    img_p3_1

  3. On the Options FastTab, turn on the Create Invt. Put-Away toggle and select OK. Apart from the Create Invt. Put-Away toggle, you have the followings toggles:

    • Create Invt. Put-Away - Specifies if you want to create inventory put-away documents for all source documents that are included in the filter and for which a put-away document is appropriate.
    • Create Invt. Pick - Specifies if you want to create inventory pick documents for all source documents that are included in the filter and for which a pick document is appropriate.
    • Create Invt. Movement - Specifies if you want to create inventory movement documents for all source documents that are included in the filter and for which a movement document is appropriate.
    • Print Document - Specifies if you want the document to be printed.
    • Show Error - Specifies if the report shows error information.

The inventory put-away is created.