Goods Receipt Appointment in Lean Wareshouse Management

Overview

Goods receipt appointment is referred to the process of preplanning the inbound goods arrival related to purchase order, inbound delivery. With the help of appointment analysis, the deviation related to deliveries shall be identified and further course of action can be taken proactively.

Application

SAP IS Retail for Inventory movement

  – Lean Warehouse management

  – Centralized Warehouse management

Business advantages
– To plan material arrival effectively

– Optimize use of resources

– To analyze the variance

– To reduce the waiting time

– Better co-ordination with supplier, goods carrier and customer

Important point: If you refer to the purchase order for appointment creation then the corresponding purchase order should not have confirmation control like inbound delivery or a rough goods receipt.

Scenario (Without Variance)

PO is created without confirmation control (Inbound delivery). The required delivery date is mentioned in the purchase order. Please note, all items shall be created for the same plant and storage location. (In Retail site and storage location) and all schedule line shall have the same delivery date.

Carrier is maintained in the PO header level. (Optional)

After PO is getting created, go to Appointments: Process worklist (Transaction code: WAP1). Input the warehouse number and date range. Please note, the above mentioned steps are related to manual creation. Through SAP function module the appointments shall be created automatically.

On the output screen, input the door number (in case of manual creation), expected or planned time range and date.

you can overwrite the appointment time and default length of appointment time.

Once appointment is getting created, the same can be changed by using the transaction code WAP2. It will open the Gantt chart. On this, appointment date is indicated. In case, goods received the same is indicated in green colour. Here, you can edit the appointment schedule and even delete the worklist.

The appointments shall be monitored or viewed through the transaction code WAP4. In case goods receipt not happened for the particular procurement document, a red icon shall be displayed.

Goods receipt is done as per the delivery date mentioned in the purchase order.

By using the transaction code WAP4, the appointment data for actual goods receipt shall be entered. In case of automatic appointment update, a SAP standard function module shall be used.

Transaction code WAP3 shall be used to display the appointment. Green signal indicates goods receipt done and the appointment is completed.

Transaction code WAP7 is used to compare the planned and actual appointment data. Through customization a report can be triggered for the variance and further corrective action can be taken.

Scenario (With Variance)

PO is created without confirmation control (Inbound delivery). The required delivery date is mentioned in the purchase order. Please note, all items shall be created for the same plant and storage location. (In Retail site and storage location) and all schedule line shall have the same delivery date.

Goods receipt date is not inline with the delivery date mentioned in the purchase order.

The appointment overview is shows deviation and the reason code for the variance.

The report shows the deviation in the delivery date and it can be used for further analysis and leads to some corrective measures.

Configuration settings

Define control parameters and no ranges for warehouse number: (Optional)

Menu Path:

IMG–>Logistics Execution–>Shipping–>Picking–>Lean WM–> Define control parameters and no ranges for warehouse number

Lean wareshouse mangement is defined in the configuration by activating lean WM control parameter (Optional).

Appointment settings:

Maintain Appointment (Door Usage) Profile:

Menu Path:

IMG–>Materials Management–>Purchasing–>Purchase order–>Appointment (Door Usage)–> Maintain Appointment (Door Usage) Profile

Define a new profile, description as per requirement and mention the following parameters,

Appointment start time and end time (working time), minimum length of appointment time as well as default length of appointment time and possible business process during goods receipt. Also mention whether the appointment can be created without document reference like purchase order, etc.

Assignment of Profile to Warehouse Number:

Menu Path:

IMG–>Materials Management–>Purchasing–>Purchase order–>Appointment (Door Usage)–> Assignment of Profile to Warehouse Number

Here, assign the appointment profile created in the previous step to the warehouse number. Please note, more than one appointment profile can not be assigned to the warehouse.

Reasons for Date Variance:

Menu Path:

IMG–>Materials Management–>Purchasing–>Purchase order–>Appointment (Door Usage)–> Reasons for Date Variance

Define reason for delivery date variance for analysis and reporting purpose.

Define Doors:

Menu Path:

IMG–>Materials Management–>Purchasing–>Purchase order–>Goods Receiving Capacity Check–>Define Doors

Here, you define doors for warehouse structure. The doors could be any numbers. The key parameter is “GR indicator”. It needs to be selected for appointment scenario. Without this setting, the appointment functionality will not work.

Conclusion

I believe, SAP MM/WM consultants would understand the appointment principle through the above procedure. Any suggestion towards improvement of this document is always welcome.

Author Bio

Mohamed Hasan Rifaie,  a SAP Certified Procurement consultant, is now an employee of Larsen & Toubro Infotech Ltd. He has overall 13 years of experience, out of 7 years in SAP Consulting (P2P, SRM, SCM & WM). He has business experience in various industries like Manufacturing, Electro mechanical Construction and process industries as a Procurement Executive.