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ERP 2.50:Openbravo ERP - Warehouse Movements of a Product - Tutorial

Contents

Introduction

In Openbravo ERP most of Warehouse movements are created automatically based on the transactions of sales process, procurement process and production process. But the user can manually or with assisted processes generate new movements in the warehouses:

Other processes allow calculating the medium costs and the valued stock of the inventory.

Openbravo ERP allows analysing these movements with different analysis tools.

About this demonstration

There are many possible tasks about warehouse, in this demo we are going to show a simply example with the next tasks:

After these tasks, the demo show different analysis of the movements including the valued stock report.

You may be using this demonstration at the same time as other users. Therefore, you can see your data mixed with other users' data. If you need to have a reference for your documents, you may note down the reference information to enable you to access your own data later.

Workflow

The purchase process follows this workflow (it includes the income and outcome to production although are not used in this demo): PF03.png

Demo Steps

Select the default Organization

This demo works with the California Organization. To present always this organization we are going to define it as the default organization.

Step 0. Select the default Organization

PF0-UserOptions.PNG
  1. Click the User options iconIconUser.png
  2. In the pop up window, select the California Organization.
  3. Click the OK button.

Creating a receipt

The usual way to create a receipt is selecting lines from existing purchase orders (you can see this process in Purchase process), but in this demo the warehouse operative creates the receipt from scratch. This demonstration will generate a receipt with one line.


Step 1. Create the header of the goods receipt

When the merchandise arrives to the warehouse, the warehouse operative creates the header of the receipt, which contains the customer information.

  1. Navigate to: Procurement Management > Transactions > Goods Receipt.
    PF03-Menu1.png
    PF03-Step1.PNG
  2. Click the new record iconIconNew23.png
  3. In the Business Partner field, select: Truda ,Corporation. Alternatively, type the code CR1220 and press Return, or click the Business Partner icon Business partner.png and use the business partner selector to select Truda ,Corporation.
  4. Leave the remaining fields at their default value.
  5. Click the Save button IconSave.png. The message: “1 row/s inserted” shows that the new record has been created.

Step 2. Inserting the lines into the goods receipt

  1. Select the Lines tab.
  2. Click the new record iconIconNew23.png
  3. Select a Warehouse position with the Locator button IconLocator.png. The Locator selector appears.
  4. Clear all the fields and click the Search button.
  5. Select the Alias A-1-1-1 of the Warehouse Main Warehouse.
  6. Click the OK button.
  7. In the Product field, type: G17/WW. Alternatively, click the product icon IconProduct.png and select the product Glass model nº1 White wine from the grid.
  8. In the Movement quantity field, type: 12.
  9. Click on the Save buttonIconSave.png.

Step 3. Processing the goods receipt

  1. Select the Header tab.
  2. Click the Complete button. The Document Action window appears.
  3. Click OK . The message Process completed successfully appears.

Creating a Goods Movement

When the warehouse operative is going to store the merchandise in the locator A-1-1-1, he sees that only 10 units can be put in this site. Then he moves 2 of the units to the next locator because he has previously done the movement of the 12 units.

Step 1. Create the header of the goods movement

  1. Navigate to: Warehouse Management > Transactions > Goods Movements.
  2. Click the new record iconIconNew23.png
  3. In the name filed, add to the current date the text: “movement of 2 units because the locator is full”
  4. Click the Save button IconSave.png. The message: “1 row/s inserted” shows that the new record has been created.

Step 2. Inserting the lines into the Goods movement

  1. Select the Lines tab.
  2. Click the new record iconIconNew23.png
  3. In the Product field, Click the product icon IconProduct.png and select the product Glass model nº1 White wine and Warehouse A-1-1-1 from the grid.
  4. In the Movement quantity field, type: 2.
  5. Select the Warehouse position B-2-2-2 for the New Storage Bin field with the Locator button IconLocator.png.
  6. Click on the Save buttonIconSave.png.

Step 3. Processing the Goods Movement

  1. Select the Header tab.
  2. Click the Process Movements button. The Process Inventory Movements window appears.
  3. Click OK . The message Process completed successfully appears.

Stock report

The warehouse operative needs to know how many stock of the product G17/WW there is in all the locators of all the magazines.

Step 1. Get the report

  1. Navigate to: Warehouse Management > Analysis Tools > Stock Report.
  2. In the Primary Filter Product add the product G17/WW with the Add button. PF03-Step3-1.png
  3. Click the HTML Format button.
  4. The stock for the selected product is displayed.

PF03-Step3-2.png You can see the two lines of the previous operations in locators 1-1-1 and 2-2-2 of the Main Warehouse with their quantities (these quantities may be different of 10 and 2 as different users are performing this demo at the same time. Also there are other lines of other operations.

Creating a Physical Inventory

The warehouse operative wants to check how many inventory of the product category GLASSES there are.

Step 1. Create the header of the physical inventory

First, he gets a list of the product with the inventory in the system that he is going to use to make the physical count.

  1. Navigate to: Warehouse Management > Transactions > Physical Inventory .
  2. By default, the Name is the current date, but to identify your physical inventory you can add a text, as your name, so you can get it for next steps.
  3. Click the new record iconIconNew23.png
  4. Click the Save button IconSave.png. The message: “1 row/s inserted” shows that the new record has been created.
  5. Click the Create Inventory Count List. Select the GLASSES Product Category” and click the OK button. PF03-Step4-1.png
  6. The message Process completed successfully and the number of lines inserted and updated.

Step 2. Print the lines of Physical Inventory

  1. Select the Lines tab.
  2. Click the Grid View. IconRelationalView.selected.png
  3. Clict the Export to Excel icon. IconExportExcel.png

The worksheet can be printed or can be bring to the warehouse to perform the physical incentory.

Step 3. Update the lines into the Physical Inventory

After have performed the physical inventory, the warehouse operative have written down the quantities that are different from the inventory of the system. In this demo the product Glass model nº12 Red wine has a different physical count, for example 100 units. First, he has to select the Physical Inventory that has been created previously. As it can be done time ago, may be necessary to search this physical inventory.

  1. Navigate to: Warehouse Management > Transactions > Physical Inventory .
  2. Select the previous Physical Inventory, where you have put a specific name.
  3. Select the Lines tab.
  4. Click the Grid View if it isn’t in grid mode. IconRelationalView.selected.png
  5. Select the product Glass model nº12 Red wine with a double click on it.
  6. In the Quantity count field, type: 100. It is possible that other user has done the same demo, so it is already to 100, you can put another number.
  7. Click on the Save buttonIconSave.png.

Step 4. Processing the Physical Inventory

  1. Select the Header tab.
  2. Click the Process Inventory Count button. The Process Inventory count and update Inventory window appears.
  3. Click OK . The message Process completed successfully appears.

Whit the Stock Report you can verify the new inventory.

Material Transaction Report

The warehouse operative wants to know the material transactions of product G17/WW that have happened in a particular period. In this demo, as there few movements we are going to see the movements of the current month.

Step 1. Get the report

  1. Navigate to: Warehouse Management > Analysis Tools > Material Transaction Report.
  2. Select the first and last day of the current month in From date and To date fields.
  3. Click the HTML Format button.
  4. The movements are displayed.

You can see the movements of the initial receipt, the good movements from a locator to another and the phisical inventory.

Conclusions

This demo has shown some simple warehouse movements. There are other more complex movements (freight costs, traceability, production, etc.) that can be done in Openbravo ERP that allow the management of many types of warehouses.

Nevertheless, most of warehouse movements are done automatically as a result of other processes (procurement, sales, and production).

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