BF09 - Handling Unit Management

Features: 1. HU (Handling Unit) is the goods packing information used in the ERP Logistics area 2. HU is Storage Unit in Warehouse & Shipping Unit in Transportation or Goods movement. 3. Storage Unit Management is additional function in WM, need to activate in Storage type. 4. HUM sloc without WM: picking & packing separated, means HU selection is done manually. 5. HUM sloc with WM: packing is done when picking, means HU selection is done during WM picking. 6. Goods movement in HUM sloc will create Delivery, like stock initiate, transfer etc 7. LH01 is to create Pick-HU and assign to TO, work with WM. Scenario: 1. SAP HU Customizing for automatic packing in deliveries Basically it is necessary to set a packaging material type and a material group for packing and have it assigned to material of the packing type. Additional customising setting are needed for the automatic packing during delivery creation: 1. SPRO -> SAP Reference IMG -> Logistic execution -> Shipping -> Deliveries -> Define Item Categories for Deliveries Transaction OVLP Packing controll for the delivery item category V_TVLP-PCKPF is blank, which means packing is allowed.  2. SPRO -> SAP Reference IMG -> Logistic execution -> Shipping -> Deliveries -> Define delivery Types Transaction OVLK Automatic packing V_TVLK-AVERP set for the delivery type.  3. SPRO -> SAP Reference IMG -> Logistics - General -> Handling Unit Management ->> Automatic packing -> Maintain Packing Transaction Profile Transaction OVHU2  Packing transaction profile: e.g. 0002 Outbound delivery -> Detail Determination procedure for packing instructions (V_CHUPDPARA1-COND_SCHEME): e.g. 000001 pack in shipping set  4. SAP Menu -> Logistics -> Sales and Distribution -> Master Data -> Agreements -> Pack -> Packing Instructions -> POP1 - Create Transaction POP1  5. SAP Menu -> Logistics -> Sales and Distribution -> Master Data -> Agreements -> Pack -> Packing Instructions -> Determination Records -> POF1 - Create Transaction POF1 2. Handling Unit creation in a non-HU managed location Go to transaction HU02: 1. Go to tab “Pack material”; 2. Enter packaging material on the top section of the screen under the column “Packaging Materials”; 3. Press enter and a HU number is automatically generated and can be seen under the “Handling Unit” column; 4. On the lower section of the screen, enter the material to be packed, the quantity to be packed, the plant and the storage location. This plant and storage location should be non HU managed; 5. To pack the material onto the HU, select the material in the lower section of the screen, select the HU just created in the top section of the screen and click on the pack button (as indicated in the screenshot below); 6. Click the button and the HU have been created.     3. HU Creation on HU Managed Storage Location Go to transaction HU02: 1. Go to tab “Pack material”; 2. Enter packaging material on the top section of the screen under the column “Packaging Materials”; 3. Press enter and a HU number is automatically generated and can be seen under the “Handling Unit” column; 4. On the lower section of the screen, enter the material to be packed, the quantity to be packed, the plant and the storage location. Here is the difference from non-HUM storage location, the storage location MUST BE the partner of HUM one; 5. Enter the HUM storage location into Destination Storage Location field; 6. To pack the material onto the HU, select the material in the lower section of the screen, select the HU just created in the top section of the screen and click on the pack button (as indicated in the screenshot below); 7. Click the button and the HU have been created. Notice that a material document is also created.   4. HU Creation on HU and WM Managed Storage Location Go to transaction HU02: 1. Go to tab “Pack material”; 2. Enter packaging material on the top section of the screen under the column “Packaging Materials”; 3. Press enter and a HU number is automatically generated and can be seen under the “Handling Unit” column; 4. On the lower section of the screen, enter the material to be packed, the quantity to be packed, the plant and the storage location. Here is the difference from non-HUM storage location, the storage location MUST BE the partner of HUM one; 5. Enter the HUM/WM storage location into Destination Storage Location field; 6. To pack the material onto the HU, select the material in the lower section of the screen, select the HU just created in the top section of the screen and click on the pack button (as indicated in the screenshot below); 7. Click the button and the HU have been created. Notice that a material document is also created. If you want to locate the just created stock in warehouse proceed as follow: Go to transaction MB03: 1. Enter material document and material document year, depress ; 2. Hit the destination item of the just created (double click); 3. Hit WM Details.. button, then you can check current information on storage type and bin; Go to transaction LS28: 1. Enter warehouse information just collected from MB03, depress ; 2. Notice that HU are shown in Storage Unit field (it is how HU is called inside WM);     5. HU Goods Issue from HUM The example below was done after having created some HUs of that material and packed in a HUM storage location. So, basically the idea is to create outbound delivery without reference to a sales order and select an available HU from that plant and storage location and post that packed quantity from the stock. Go to transaction HUMO: 1. On Contents tab enter the material, plant and storage location you want to have HU from; 2. On "Assignment to Objects" choose Handling units without object reference; 3. Hit Execute button or depress F8 key then just take note of HU number you wish to issue; Go to transaction VL01NO: 1. Enter related data on the first screen (remember that shipping point from same plant/storage location from the HU chosen, hit execute button; 2. Fill the material also previously chosen along with its quantity, plant and storage location, depress ; 3. On the picking tab fill the pick quantity with the total quantity; 4. Hit Shit+ F6 button; 5. Fill in pack screen the HU you had previously chosen and depress , after just hit Save button; 6. Now that Pack status is completed you have just to go ahead and Hit PGI button, if you go to HUMO after that you can see that HU status is Posted. The stock is no longer in warehouse, the goods issue process is completed, the HU has PSTD status, the delivery is posted. Hence a material document related to the goods issue created. That HU could be reversed by using the delivery document number in VL09. Notice that document where HU is involved can only be reversed once. Some users complain that STO cannot be reprocessed because HU needs reversal on both inbound and outbound. It is a system restriction and in such case the operation needs to be done in the opposite direction to release the HU for further operations. 6. HU Goods Issue from HUM and WM In this case the HU is picked in ERP logistics directly in case where the packing occurs before the delivery takes place, in this case it occurs on a HU managed storage location.  The goods in this case are picked in the same quantity of HU. Even though it is  also possible to perform partial pickings from HUM which is called Pick-HU (LH01), it is not covered in this specific article. In LT03 transaction the HU is shown then user can accept that one available and in LT12 the pack is confirmed in the delivery, in the last step the delivery is post goods issued. In the screenshot  below it is visible that in HUM/WM location HU must be packed in WMS then goods issue afterwards through delivery document. Instructions The example below was done after having the outbound delivery created in a plant and storage location which is HUM and WM. So, basically the idea is to create a Transfer Order in warehouse management system with an available HU and confirm it. It will allow posting that packed quantity from the stock through outbound delivery document. Go to transaction LT03: 1. Enter warehouse number and delivery number then depress ; 2. Hit Create in Background button; 3. Check the selected HU in the bottom portion of the screen and Hit Save button; Go to transaction LT12: 1. Enter warehouse number and TO number then depress ; 2. Click on Save button; 7. HU Goods Receipt in HUM Location The example below was done after some basic settings on the material and its package material for that plant and storage location. Go to transaction MB1C: 1. Enter movement type 501 and plant/storage location to the HUM location, depress ; 2. Enter material and quantity to be received, depress ; 3. Save it (notice that  rather material document creation system creates a delivery document).Notice that stock still does not present the quantity done in this process (MMBE transaction). Go to transaction VL32N: 1. Enter the delivery document just created from MB1C; 2. Go to pack screen and performing packing for the whole quantity in the delivery, then save it; 3. Once delivery document status shows packing as completed (along any other necessarry actions completed) you post PGR. Notice that stock now presents the quantity done in this process (MMBE transaction); If you perform check on the stock placement availability you see that before VL32N Goods Receipt the stock is not received. In HUM location it is only available after delivery goods receipt. 8. HU Goods Receipt in ERP WM Location The example below was done after some basic settings on the material and its package material for that plant and storage location. It is also required that process has already been initiated until step 2 of VL32N (check HU Stock Placement Wiki Page). Go to transaction LT03: 1. Enter delivery number and warehouse number then depress ; 2. Click on button "Create trans. Order" and green arrow back; 3. Click on save and a TO number is generated;     Go to transaction LT12: 1. Enter Warehouse and TO number just created then depress ; 2. Click on save the the TO number is confirmed;     The stock is already in warehouse, the process though is completed when inbound delivery is PGR (VL32N) then inventory is completed (VL32N step 3 from HU Stock Placement Wiki Page ). 9. HU Transfer Posting (HUMO) HU Transfer Summary In this case a known HU number is selected to be stored in a specific location in this case it is from a HU managed storage location into a  non-HU managed storage location.  The goods in this case were already packed in the original location. Even though HUMO does also some other process like In unrestricted-use stock, In inspection stock, In blocked stock, they are not covered in this specific article. Instructions The example below was done after having created some HUs of that material and packed in a non-HUM storage location. So, basically the idea is to select it and inform the destination data in that transaction, no delivery nor posting change are created for the 311 movement, but a material document. Go to transaction HUMO: 1. Enter a known HU number in Handing Unit field; 2. Depress F8 key; 3. Select the HU shown in the screen; 4. Through menu Edit find the option to perform the transfer you wish to perform (in this case a simple transfer between location); 5. Enter the target  storage location; A material document is generated, the HU is now located in the destination storage location. 10. HU Transfer Posting (VLMOVE) The example below was done after having created some HUs of that material and packed in a non-HUM storage location. So, basically the idea is to select it and inform the destination data in that transaction, no delivery or posting change are created for the 311 movement, but a material document. Go to transaction VLMOVE: 1. Enter 311 in process movement field; 2. Enter the destination plant and storage location value that it is expected to store the HU; 3. Enter and existent HU that is not currently in the destination location ; 4. Depress , notice that HU now shows in the bottom portion of the screen; 5. Hit "Post goods movement" button; A material document is generated, the HU is now located in the destination.