Attach Parts to Handling Unit

Explanation

This activity is used to attach parts to a handling unit. Either in inventory or on a shipment.

Prerequisites

A handling unit must exist in the handling unit structure.

System Effects

Parts are attached to the handling unit and attached lines can be viewed in the Handling Units tab.

Window

Handling Unit
Inventory Part In Stock
Receipt
Shipment

Related Window Descriptions

Handling Unit
Handling Unit/Structure
Inventory Part In Stock
Receipt/Detail
Shipment
Shipment/Handling Unit Structure/Unattached Shipment Lines
Attach Parts to Handling Unit in Handling Unit window
Attach Parts to Handling Unit in Inventory Part in Stock window
Attach Parts to Handling Unit in Shipment window

Procedure

From Handling Unit window:

  1. Open the Handling Unit window.
  2. Query for an existing handling unit.
  3. Click the Structure tab to view the handling unit structure details.
  4. Click the Unattached Inventory Parts In Stock tab.
  5. Select the record(s) you want to attach, right-click and then click Attach to Handling Unit.
  6. On the dialog box that appears, on the upper table, modify the quantity to attach accordingly and click OK.
  7. The record(s) attached/packed to handling unit either updates regarding availability quantity or disappears from the Unattached Inventory Parts In Stock tab and can be viewed in the Handling Units tab instead.
  8. Same way the steps from 5-7 can be performed from the Unattached Inventory Parts in Arrival tab in order to attach unattached receipts in an Arrival or QA location.

Parts can also be attached by drag-and-drop within the structure:

  1. Open the Handling Unit window.
  2. Query for an existing handling unit.
  3. Click the Structure tab to view the handling unit structure details.
  4. In the tree structure, click the part, or handling unit, to move.
  5. Drag it to the handling unit to attach to.

From Inventory Part In Stock window:

  1. Open the Inventory Part In Stock window.
  2. Query for then inventory part in stock records to be packed. Note that only records with qty available >0 will be possible to attach to a handling unit.
  3. Select the record(s) you want to attach, right-click and then click Attach to Handling Unit.
  4. In the upper part of the dialog that appears one can either pack into a new handling unit by entering a handling unit type ID or pack into an existing handling unit by entering a handling unit ID.
  5. In the lower part of the dialog, modify the quantity to attach accordingly for the records to be packed and click OK.
  6. The record(s) attached/packed to handling unit updates the stock records regarding availability quantity and new inventory part in stock records are created for the packed parts. The complete handling unit with its content can be viewed in the Handling Unit window.

From Shipment window:

  1. Open the Shipment window and search for the required shipment.
  2. In the handling unit structure, select the relevant handling unit.
  3. Click the Unattached Shipment Lines tab.
  4. Select the shipment line(s) you want to attach, right-click and then click Attach Parts to Handling Unit.
  5. On the dialog box that appears, on the upper table, modify the quantity to attach accordingly and click OK.
  6. The shipment line(s) disappears from the Unattached Shipment Lines tab and can be viewed in the Handling Units tab instead.

Parts can also be attached by drag-and-drop within the structure:

  1. Open the Shipment window and search for the required shipment.
  2. In the handling unit structure, select the relevant handling unit.
  3. In the tree structure, click the part, or handling unit, to move.
  4. Drag it to the handling unit to attach to.

From Receipt window:

  1. Open the Receipt window and search for the required shipment.
  2. In the Details tab, select the relevant receipt line with HU=0.
  3. Right-click and then click Attach Parts to Handling Unit.
  4. On the dialog box that appears, on the upper table, modify the quantity to attach accordingly and click OK.
  5. The receipt qty will be reduced from the original line (HU=0) and a new line will get created with the new HU ID in the Details tab.