Set Up 2-step Picking for Transfer Requirements (SAP Library

Set Up 2-step Picking for Transfer Requirements

It is possible to execute picking and material staging in WM with reference to the reference document (transfer requirement or delivery) either individually or in multiple processing. In individual processing, the picking process is always executed with respect to a requirement and can be optimized to a limited degree only in WM.

However, if the picking process is executed as a multiple processing run, it can be optimized using several criteria. 2-step picking can be used as one of the optimization options within a multiple processing run.

Using the 2-step picking procedure, you can divide the entire picking process into removal of a cumulative quantity and its allocation to individual requirements (reference documents). With the removal of cumulative quantities, the stock removal process can be optimized to a greater degree.

Example

All the orders from a material staging area (interim zone) are served from a production line in production. The material staging process is order-related, but the components are not taken directly from the warehouse. The material requirement of a day is first taken from the warehouse and placed into an interim zone. Production takes the components required for the individual orders from this interim zone.

Transfer requirements are created for the individual orders. The components are defined as picking parts. All the transfer requirements for a planned date (day) and a production storage type (supply area) are grouped together using a group number. The components are taken on a cumulative basis from the warehouse using the 2-step picking procedure. Before the production department starts production, all the components for all orders of a day are placed into an interim zone. The individual orders request the components using the respective transfer requirements. The system posts the components from the interim zone to the individual orders.

Requirements

To be able to use 2-step picking, you need the group number. This group number defines a multiple processing activitiy that groups several reference documents together (transfer requirements or deliveries).

Standard Settings

In the SAP standard system, 2-step picking is not activated in warehouse number 001.

In warehouse number 001, storage type 200 is defined as an interim zone and movement type 850 for stock removals (picking).

In the storage type search, storage type 200 is defined for 2-step picking.

Activities

2-step picking is controlled for transfer requirements at warehouse number level. This control, however, is activated for the individual transfer types.

Set the parameters required for 2-step picking in the sequence specified.

1. Control of transfer requirements:

a) First activate 2-step picking globally for the transfer requirements in a warehouse number.

b) Define whether 2-step picking is to be executed depending on the material. If control is material-dependent, the relevance of the material must be defined for each warehouse number in the material master.

c) Decide whether 2-step picking is to be redefined when a reference number is created. The process of determining 2-step picking, that is, the check for relevance of 2-step picking for the individual materials to be picked, takes place in the individual reference documents already when the documents are created. The items relevant for 2-step picking are marked accordingly in the reference documents. When the reference number is created, the determination of 2-step picking is no longer necessary. For more information on determining 2-step picking, refer to the field documentation.

2. Transfer type control:

a) You must activate 2-step picking explicitly for each transfer type since 2-step picking is only useful for certain transfer types. If you only want to use 2-step picking for certain stock removals, such as material staging for production, you must define a separate transfer type for the respective movement types.

3. For materials that are picked using the 2-step procedure, there is a separate procedure "2". With this procedure, the destination storage type is defined for the stock removal and this storage type is also defined as the source storage type for the allocation of the materials.

If the interim zone is changed for 2-level picking, or if the storage type determination is enhanced to suit customer-specific needs, the storage type search for 2-step picking must be adapted.

For more information on this topic, refer to the chapter "Activate storage type search".

Further Notes

You activate 2-step picking for deliveries in a separate step independently of the transfer requirements. For more information on this step, refer to the chapter "Shipping: 2-step picking".

The standard system provides material-related control for 2-step picking. For customer-specific requirements, you can use the user exit MWM2S001. For more information on this, refer to the documentation of this user exit.

For the interim storage area that is used as the destination storage type for the stock removal and also used as the source storage type for the allocation of the materials, stock removal (picking) strategy R is suitable. Using this strategy, the system generates a dynamic storage bin with the same number as the reference number in the interim zone.