Entering content frameProcedure documentation How to Carry Out 2-Step Picking

Prerequisites

Before using the 2-step picking function, you must activate it and define control parameters in the Customizing application.

Procedure

Using the 2-step picking method, you can pick materials in both deliveries and transfer requirements (reference documents). However, two-step picking can only be carried out if the reference document is assigned to a group number.

Note

To demonstrate how this works in the system, the manual procedure is described below using deliveries as reference documents. These instructions apply to both deliveries and transfer requirements.

Caution

For deliveries, you can create transfer orders to pick materials directly from the warehouse using the normal procedure (Logistics ® Logistics Execution ® Outbound Process ® Goods Issue for Outbound Delivery ® Picking ® Create Transfer Order ® Single Document). However, If you do this for a delivery that contains a material that is designated for 2-step picking, the 2-step picking relevance for these materials will be removed.
  1. To select deliveries for two-step picking, select the following in the SAP menu: Logistics ® Logistics Execution ® Outbound Process ® Goods Issue for Other Transactions ® Picking ® Create Transfer Order ® Via 2-Step Picking.

    2. The information regarding materials that have been designated for 2-step picking is available in the system in all places where groups can be assigned.

  2. To assign deliveries to a group, select the following in the SAP menu: Logistics ® Logistics Execution ® Outbound Process ® Goods Issue for Outbound Delivery ® Picking ® Wave Picks ® Create ® Via Outbound Delivery Monitor.

    3.  

    (In process)

     

    The system displays a dialog box that provides several options for processing data using 2-step picking. This box only appears if you have activated 2-step picking in Customizing.

    There are several options that you can access from this dialog box:

    · If you change the Relevancy field to blank (2-step not relevant), none of the materials will be picked using the 2-step process.

    · If you select Do not define (system default), the system leaves the 2-step relevance as it was in the deliveries when they were originally created.

    Note

    In each reference document, information exists that indicates whether or not picking is supposed to take place in 2 steps.

    · If you select Background, the 2-step relevance is redetermined. If any changes were made to the 2-step relevance in the materials between the time the deliveries (transfer requirements) were created and the display of this screen, these will be taken into consideration for this group number.

    · If you select Foreground, you can redefine the 2-step relevance for this group number. The system issues the group number and a new window displays the materials and the status of the 2-step relevance. Several options are available from this window. You can

    – Activate or deactivate the relevance for 2-step picking for a particular material. For example, you can assign the 2-step picking process for all materials in the group even if one of the materials would not normally be picked using the 2-step procedure.

    – Determine 2-step picking again -- The system checks the 2-step relevance defined in the material master records and sets all materials to the appropriate status.

    – Double-click the mouse on any quantity field to display the delivery numbers assigned to this group number and other information.

    From this second dialog box, you can

    - Change the relevance of each delivery for 2-step picking

    - Select each delivery separately to view details of the delivery

    - Select delivery items to see additional details

    – Use the list viewer to custom-design the display of data on your screen.

    – Sort the materials in the group number in ascending or descending order.

    – Display a log related to incorrect data in reference documents.

    Note

    In the standard system, either all positions are relevant for 2-step picking or you define the 2-step picking relevance in the material master record. In most cases, the system notes the relevance of a material for 2-step picking when you assign the reference documents to a group number.

    If this is not sufficient for your needs, you also have the option of defining your own control parameters using customer exit MWM2S001.

    If necessary, you can redefine the relevance of reference documents or materials that are assigned to a group by selecting Transfer order ® 2-step picking ® Redefine. The only time that it should be necessary to redefine 2-step picking is when you are using a customer exit with different parameters than those that are defined in the system.

  3. To start the first step of 2-step picking, choose 2-step picking ® Start removal 2-step picking from the WM menu bar.

    4. Note

    Movement type 850 (in the standard system) is taken from the Customizing table. You can also enter a movement type manually.

    It is important that you define Strategy R for both the putaway and picking strategies in the intermediate storage type record that is used for the staging of materials during 2-step picking. Strategy R uses the group number as a dynamic storage bin for movement purposes. (You can also define a specific storage bin in the movement type for this purpose.) You can also use a fixed bin storage type or a bin in open storage depending upon how you want to handle this process in your warehouse.

  4. After the first step is completed and the materials that are relevant for 2-step picking have been moved to the intermediate staging area, you have two choices to carry out the second step:

Result

For multiple processing, the system creates the transfer orders all at once, but you can confirm them separately (for example, by 2 or 3 different pickers).

If it is advantageous to your company, you can release the materials in the group numbers separately.

 

 

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