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This document provides an overview of handling unit management in SAP, including:
1. Handling units represent physical objects like load carriers containing products and packaging materials.
2. Packing instructions define how materials should be packaged in handling units based on attributes.
3. The packing station allows creating and updating handling units for deliveries.
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Handling Unit Management in SAP – Packing During Outbound Process
This document provides an overview of handling unit management in SAP, including:
1. Handling units represent physical objects like load carriers containing products and packaging materials.
2. Packing instructions define how materials should be packaged in handling units based on attributes.
3. The packing station allows creating and updating handling units for deliveries.
This document provides an overview of handling unit management in SAP, including:
1. Handling units represent physical objects like load carriers containing products and packaging materials.
2. Packing instructions define how materials should be packaged in handling units based on attributes.
3. The packing station allows creating and updating handling units for deliveries.
25 September 2014 Ankur Srivastav & Krishnakanth A N Deloitte Consulting LLP - 2 - T e m p l a t e . p p t x
About Us Name : Ankur Srivastav , Consultant, SAP Package Technologies , Bengaluru Office, USI (ansrivastav@deloitte.com) Industry Focus : Process and Industrial Products Project Work & Experience: Ankur has close to 3 years of experience in Metal and Mining Sector. Ankur has worked with Hindustan Zinc Ltd (Subsidiary of Vedanta Resources Plc.)for 3 years. School(s) & Degree(s) : MBA in Operations from SIBM Pune, B.Tech in Electronics & Communication Engineering Chandra Shekhar Azad University Kanpur Name : Krishnakanth A N , Consultant, SAP Package Technologies , Bengaluru Office, USI (krnarasimha@deloitte.com) Industry Focus : Consumer and Industrial Products Project Work & Experience: Krishnakanth has 3 years of experience in New Product Development in Automotive Sector. He is APICS Certified in Basics of Supply Chain Management. School(s) & Degree(s): PGDM T.A.Pai Management Institute(TAPMI), Manipal. B.E.(Electrical & Electronics) College of Engineering, Guindy, Chennai. - 3 - T e m p l a t e . p p t x
Index Introduction to Handling Unit Management Structure of a Handling Unit Handling Unit Monitor Handling Units in Inventory Management Handling Units in Warehouse Management Handling Units with EWM Packing in Logistics Process Packing Station Packing Instructions Packaging Instruction Determination Create Determination Records for Packing Instruction Packing in the Outbound Delivery Process Packing in Outbound - Demo Customization Settings for Handling Units Material Master Settings for Packaging Material and Material to be Packed - 4 - T e m p l a t e . p p t x
A handling unit represents a physical object in the SAP system. It consists of a load carrier, one or more packed products and an unlimited quantity of packaging materials. Each handling unit has a unique identification number, which is typically printed as a barcode on a material tag Handling units can be nested, meaning that you can also create new handling units from several handling units as often as you like.
Introduction to Handling Unit Management - 5 - T e m p l a t e . p p t x
You can specify the material and the quantity that is to be packed in certain packaging, that is, in one handling unit. These requirements are reproduced in a packing instruction. This packing instruction can be used to create handling units automatically You can execute multi-level packing in delivery. Two packed HUs can be packed again into one HU (Nesting of Handling Units) so that a set of products are packed together.
Benefits of Handling Units: Track movements of groups of individual materials by tracking the handling units that contain them Automatic packaging according to packing instructions Full integration into the logistic chain
Introduction to Handling Unit Management (cont.) - 6 - T e m p l a t e . p p t x
The handling unit object contains the following attributes: Identification number Dimensions Weight Volume Status Materials and quantities Packaging materials Packing instructions
A handling unit consists of a handling unit header and handling unit items. For identification purposes, it is given a unique number. Structure of a Handling Unit - 7 - T e m p l a t e . p p t x
Handling unit header The header data of a handling unit is divided in the following way: Weight/Volume/Dimensions General data Means-of-transport data Additional data Output determination procedure
Handling unit item The items of a handling unit can consist of material items, packaging materials or other handling units that appear in an overview under Contents Structure of a Handling Unit (Contd.) - 8 - T e m p l a t e . p p t x
All documents affected by the handling unit can be: Inbound and outbound deliveries Material documents Work orders Transfer orders
Handling Unit Header
Handling Unit Item
Structure of a Handling Unit (Contd.) - 9 - T e m p l a t e . p p t x
The Handling Unit Monitor (TCode: HUMO) is a tool that displays and processes handling units.
The packing object, a two-character numeric key, indicates the document type to which a handling unit has been assigned. The packing object is always linked to an object key that is based on the number of the actual document. This combination produces a unique reference. Handling Unit Object Reference ensures that the handling unit currently being used in certain process cannot be mistakenly processed somewhere else. Handling Unit Monitor - 10 - T e m p l a t e . p p t x
Handling Unit Management requires at least two storage locations . one handling unit-managed, and one non-handling unit managed, otherwise known as the partner storage location. Handling units, or packed stocks, are always inventory managed in handling unit storage locations. Unpacked stocks are inventory managed in non-handling unit storage locations (as normal). Repacking and other changes to the handling unit is often forbidden for the following reasons: - A delivery handling unit is packed further during transport. - The status prohibits changes (goods issue posted, blocked, user status). - In Warehouse Management, the handling unit is in the warehouse in a storage type that does not permit repacking. In this case, you must first pick the handling unit into an interim storage type before making changes. Handling Units in Inventory Management - 11 - T e m p l a t e . p p t x
Handling Unit Management when used in connection with Warehouse Management, then storage unit management must be activated for all storage types in which you want to store handling units.
Handling Units in Warehouse Management - 12 - T e m p l a t e . p p t x
1. With EWM, Handling Units are controlled at the storage type level, and within the storage type, it can be set whether the use of a HU is mandatory, optional or not required. 2. SAP EWM uses Handling Unit Management functionality to assign LPNs (license plate numbers) to track pallets or containers of products. 3. With EWM, it is easy to pack/unpack using either RF or GUI transactions. 4. Simplified processing of HUs requires less overhead and more efficient processing. 5. Unloading of Trailers (Transport Units) is a functionality only available in EWM. Through the use of RF guns, the operator can verify the contents of the trailer by scanning the handling units and then moving them to their appropriate destination bin. 6. Deconsolidation is another feature in EWM where specific HUs that meet specific rules and conditions are directed to a deconsolidation station to be disassembled.
Handling Units with EWM - 13 - T e m p l a t e . p p t x
Packing in the SAP system means assigning materials, which have been grouped according to packing attributes, to packaging materials. These packaging materials are also materials with a certain material type (VERP). Packing options: - Pack: The system creates one handling unit. Packaging material tolerances are considered. - New HU per partial quantity of material - New HU per x HUs: Causes the system to display a dialog box so that you can make more precise packing-relevant entries for one or more previously created handling units. - New HU if full: Only the total quantity is considered, not the packaging material tolerance. Packing in Logistics Process - 14 - T e m p l a t e . p p t x
Packing Station (Transaction HUPAST) was developed to simplify the display for packing transactions in the system, especially for end users who perform packing.
The following activities are available: . Create and change handling units with reference to a delivery. . Create handling units without object reference. . Print labels for individual handling units. . Update the handling unit weight.
There are packing station profiles to create handling units for inbound and outbound deliveries, and without object reference. Packing Station - 15 - T e m p l a t e . p p t x
Packing instructions enable the business to automate the packing process. Depending on specific characteristics, the system creates proposals for handling units based on the previously defined packing instructions. Based on this proposal, the vendor can pack the materials according to customer requirements, and then create the HU in the system, by confirming the proposal. A packing instruction consists of a load carrier, or a packaging material, and a material (to pack). Automatic Packing: There are several available options for automating packing transactions. If you have created packing instructions, then the system can create handling units in the background.
Packing Instructions - 16 - T e m p l a t e . p p t x
Packing Instructions (Contd.) - 17 - T e m p l a t e . p p t x
You define a packing instruction that refers to specific characteristics, such as material and ship-to party. If you now want to pack this specific material for this specific ship-to party, the system can find the pre-defined packing instruction and use it to create one or more HU proposals that exactly fit the requirements of the customer. Packing instruction determination thus automates the packing process. Integration: The system starts packing instruction determination when you enter a quantity of a material to be packed and choose Pack automatically. Packaging Instruction Determination - 18 - T e m p l a t e . p p t x
Create Determination Records for Packing Instruction - 19 - T e m p l a t e . p p t x
Create Determination Records for Packing Instruction (Contd.) - 20 - T e m p l a t e . p p t x
Packing in the Outbound Delivery Process Steps: Create Delivery for the Sales Order Create the transfer order (TO) with reference to the delivery. Determine the withdrawal storage bins using Warehouse Management. Confirm the material withdrawn Enter any difference quantities that have occurred during picking Create pick containers (pick-handling unit) in the delivery. For each delivery item, the system searches pickable stocks according to the picking strategy valid in the source storage type. The decisive criteria here are the material and the quantity. In the outbound delivery, you cannot specify which handling units should be picked. - 21 - T e m p l a t e . p p t x
Packing in the Outbound Delivery Process (Contd.) Pick-Handling Unit (Pick-HU): A pick-handling unit is always required when you only pick a partial quantity of a warehouse handling unit. You can create the pick-handling unit and assign it to the transfer order before you confirm the latter. Or you can create the Pick-HU during packing in the delivery. - 22 - T e m p l a t e . p p t x
Procedures to create Pick-Handling Units: - Manual pick-handling unit creation using transaction LH01 - Automatic pick-handling unit creation when creating transfer orders according to Customizing settings - Pick-handling units construction using packing instructions in the delivery
HU Withdrawal
Packing in the Outbound Delivery Process (contd.) - 23 - T e m p l a t e . p p t x
1. Create Sales Order (VA01):
2. Sales Order Number generated by the System is 612 Packing in Outbound - Demo - 24 - T e m p l a t e . p p t x
1. Create Delivery (VL01n):
2. Delivery Number generated by the System is 80000346 Packing in Outbound Demo (Contd.) - 25 - T e m p l a t e . p p t x
1. Check Document Flow (VL02n):
2. Automatic Transfer Order generated by the System is 1000000326 Packing in Outbound Demo (Contd.) - 26 - T e m p l a t e . p p t x
1. Confirm Transfer Order (LT12) 3. Transfer Order 1000000326 confirmed.
2. Material being moved to Shipping Area for deliveries D51. Packing in Outbound Demo (Contd.) - 27 - T e m p l a t e . p p t x
1. Packing in Delivery (VL02n)
2. Click on Pack icon Packing in Outbound Demo (Contd.) - 28 - T e m p l a t e . p p t x
1. Click on Automatic Packing Icon Packing in Outbound Demo (Contd.) - 29 - T e m p l a t e . p p t x
1. Based on the Packing Instructions, a New HU 1000000124 (Total Weight: 50.9 Kg) gets created using Packaging Material WDE-MATL4. Now, let us further pack the Pick-HU No. 1000000124
2. Click the Pack HUs Tab
Packing in Outbound Demo (Contd.) - 30 - T e m p l a t e . p p t x
1. Select the row under All HUs that can be packed sub-screen and Click on New HU per x HUs Icon
2. Fill up the details in the dialog box which opens up. a. PackMat. For new HU: LARGEBOX100 b. No.HUs to be packed per HU: 01
Packing in Outbound Demo (Contd.) - 31 - T e m p l a t e . p p t x
1. New HU no. 1000000127 is Created which is a nested HU containing HU no. 1000000124 Packing in Outbound Demo (Contd.) - 32 - T e m p l a t e . p p t x
Customization Settings for Handling Units IMG Steps 1. HU Requirement for Storage Locations and Default values for Deliveries 2. Define Number ranges for Handling Units 3. Set Unique Number Assignment for HU Identification 4. Number Range Maintenance for HU Identification 5. Define Packaging Material Types 6. Define Material Group for Packaging Materials 7. Define allowed Packaging Materials - 33 - T e m p l a t e . p p t x
In this step, for each storage location, you maintain the handling unit requirement and the default values for creating a delivery. HU Requirement for Storage Locations and Default values for Deliveries - 34 - T e m p l a t e . p p t x
HU Requirement for Storage Locations and Default values for Deliveries (Contd.) - 35 - T e m p l a t e . p p t x
When creating a handling unit, the system assigns a clear number internally. This number is from the number range interval, which you can maintain in this menu option.
Define Number Ranges for Handling Units - 36 - T e m p l a t e . p p t x
If you want to process or display a handling unit, it is only possible to find and select it if this identification occurs only once. If you allow multiple assignment of the same handling unit identification, the system cannot determine exactly which handling unit you are requesting, thereby ruling out any chance of scanner-supported processing, for example. In this activity, you establish that assignment of handling unit identification is unique in this client. Set Unique Number Assignment for HU Identification - 37 - T e m p l a t e . p p t x
In this activity, you can maintain number ranges for number assignment for handling unit identification via number range intervals. Number Range Maintenance for HU Identification - 38 - T e m p l a t e . p p t x
The packaging material type combines packaging materials into groups and contains essential control features which apply to the corresponding shipping materials. Define Packaging Material Types - 39 - T e m p l a t e . p p t x
Define Packaging Material Types (Contd.) - 40 - T e m p l a t e . p p t x
We define material groupings packaging materials, with which materials that are to be packed into similar packaging materials are grouped together. The material grouping for packaging materials is entered in the material master record of the shipping material. A material grouping for packaging materials can, for example, include all materials that are to packed in bottles Define Material Group for Packaging Materials - 41 - T e m p l a t e . p p t x
Define Material Group for Packaging Materials (Contd.) - 42 - T e m p l a t e . p p t x
When packing materials or handling units, the system checks whether the packaging materials for the handling unit, to which the items are to be packed, is allowed for packing. By assigning packaging material types to the material groups for packaging materials, you define which packaging materials are allowed for packing. Define allowed Packaging Materials - 43 - T e m p l a t e . p p t x
Define allowed Packaging Materials (Contd.) - 44 - T e m p l a t e . p p t x
Material Master Settings Steps 1. Assign Material Type Packaging (VERP) to the Packaging Material 2. Assign the Packaging Material Type to the Packaging Material 3. Assign the Material Group for Packaging Material for material to be packed - 45 - T e m p l a t e . p p t x
When creating material master records for packaging materials, enter either material type VERP (packaging) or a customer-specific material type that you have already set in Customizing. Material type VERP contains additional packing-relevant fields (Sales: General/Plant Data screen). You can use the field selection to make the additional fields available for input for all of the material types. Material Master Settings for Packaging Material - 46 - T e m p l a t e . p p t x
The data relevant for packing appears in the material master record for the packaging material in the Packaging material data section of the screen. Material Master Settings for Packaging Material (Contd.) - 47 - T e m p l a t e . p p t x
You should assign the Material Groups for Packaging Materials" in the material master for those materials to be packed. Material Master Settings for Material to be Packed - 48 - T e m p l a t e . p p t x