Activant Prophet 21 Bins and Multiple Bins
This class is designed for Inventory personnel in charge of tracking inventory by bins and maintaining bin accuracy
Objectives Determine how system settings affect the use of bins Set up bins in Prophet 21 Adjust inventory into bins Assign bins on transactions Utilize tools in the system for accurate bin counts
This course will NOT cover Advanced Bins Putaway Zones Pick Zones Warehouse Sequence Item Maintenance Cycle Count Process
Terminology Bin Area where items are stored together example: row, shelf, box Primary Bin Bin indicated in Item Maintenance Location Detail tab Multiple Bins More than one bin exists for item
Setting Up Bins 1. Enable bin functionality in System Settings. 2. Create bins in system. 3. Assign primary bins to items. 4. Create multiple bins, if necessary. 5. Adjust bin quantities in Bin Adjustment window.
Step 1: System Settings
Step 1: System Settings
Step 1: System Settings Use Bins Checkbox Turns on/off bin functionality
Step 1: System Settings Assign Bin Checkboxes Enables bin tab Not mandatory to enter bin at this time Must log Software Support case to turn these options on
Step 1: System Settings Default Primary Bin in Shipping Secondary bins used for overflow Only indicate bin if insufficient qty in primary bin
Step 1: System Settings Print Multiple Lot/Bin information on Forms Prints Bins with quantities greater than zero on pick tickets, transfer and production order forms
Step 1: System Settings
Setting Up Bins 1. Enable bin functionality in System Settings. 2. Create bins in system. 3. Assign primary bins to items. 4. Create multiple bins, if necessary. 5. Adjust bin quantities in Bin Adjustment window.
Step 2: Creating Bins Two methods to creating bins in Prophet 21 Manually Imports
Step 2: Creating Bins Create bins manually Inventory / System / Location/Bin Maintenance
Step 2: Creating Bins
Step 2: Creating Bins Create Bins manually Enter location Enter bin number Press Save
Step 2: Creating Bins Create Bins via Bin Import Setup Import / Inventory / Bin
Step 2: Creating Bins
Setting Up Bins 1. Enable bin functionality in System Settings. 2. Create bins in system. 3. Assign primary bins to items. 4. Create multiple bins, if necessary. 5. Adjust bin quantities in Bin Adjustment window.
Step 3: Assign Primary Bin Item Maintenance/Location Detail
Step 3: Assign Primary Bin Primary Bin must exist in system Primary Bin is a required field
Setting Up Bins 1. Enable bin functionality in System Settings. 2. Create bins in system. 3. Assign primary bins to items. 4. Create multiple bins, if necessary. 5. Adjust bin quantities in Bin Adjustment window.
Step 4: Multiple Bins MUST be created in system first Inventory/System /Location/Bin Maintenance
Step 5: Bin Adjustment Inventory / Transaction / Bin Adjustment
Step 5: Bin Adjustment Two functions Establish multiple bins Adjust bin quantities
Step 5: Bin Adjustment Move quantities between bins by editing the New Quantity On Hand Hit Enter to get a blank line to add a new bin
Assigning Bins on Transactions Mandatory to assign a bin in the following areas: Inventory Receipts * Transfer Receipts * Inventory Adjustments Shipping * Transfer Shipping RMA Receipts Inventory Return Receipts
Assigning Bins on Transactions Primary bin only system defaults to this bin for all transactions Multiple bins bin must be entered on transaction s Bin tab before saving Exception! Inventory Receipts, Transfer Receipts, and Shipping: System Settings determine if Primary Bin can be the default.
Assigning Bins on Transactions Primary bin defaults automatically.
Assigning Bins on Transactions Multiple bins - must specify Bin and Unit Quantity!
Assigning Bins on Transactions Optional to assign bins in the following areas:
Assigning Bins on Transactions Bin tab is enabled for use on optional posting screens!
Tools for Bin Accuracy Inquire screens Physical Count Reports
Inquire screens Inventory Drill Down by Item Quantity on Hand by Bin Tab Inventory Drill Down by Bin Transaction Drill Down Tab shows all transactions affecting bin quantity
Inquire screens Inventory Drill Down by Item
Inquire screens Inventory Drill Down by Bin Drill into the On Hand Quantity to see transaction detail!
Inquire screens Inventory Drill Down by Bin Transaction Drill Down by Company/Bin/Location/Item
Physical Count Count inventory by Bin
Physical Count View list of items by bin Enter correct quantities on screen
Reports Put Away Report Displays Bin information and a place for a bin number to be indicated
Reports PO Pre-Receiving Report Line for bin number to be indicated
Reports PO Receiving Report Displays bin where material was placed
Reports Transfer Receiving Report Displays bin where transferred material was placed
Reports Pick Ticket Report Print by Primary Bin# sequence
Tips and Tricks about Bins Deleting a Bin
Tips and Tricks for Bins Save time by importing bins Primary bin defaults when only one bin exists Use Receipts System Setting to default to primary bin Bin with Quantity Available defaults automatically when two bins exist
Summary Determine how system settings affect the use of bins Set up bins in Prophet 21 Adjust inventory into bins Assign bins to transactions Utilize tools in the system for accurate bin counts
For More Information Prophet 21 Help Files Visit Activant on the web: distribution.activant.com View Educational Services course offerings Browse Documentation Search the Solutions database 14940, 21833, 22708, 23155 Submit a Support case E-mail Professional Services Sales pss@activant.com