I. LU-SU1101: How to create or convert to EPREP Location

Supply User Manual ENG -> Supply Configurations -> 2.1 LU-SU1101: Instance set-up -> I. LU-SU1101: How to create or convert to EPREP Location

I. LU-SU1101: How to create or convert to EPREP Location

  • For creating new configurable location with “EPREP” type, it will be flagged automatically as “EPREP” type, and automatic check will be made to the name to contain the word “Eprep” in Eng / Fr. in the first step “Select the Location usage
  • “Location usage” must be “EPREP” in creating new EPREP Location, and the “Location name” should include the word “EPREP”.

Supply Configuration>Warehouse configuration>Regular Warehouse Management>Create new stock location

  • For converting per-existing intermediate location to be “EPREP” type, according to user rights via the menu:

Supply Configuration>Warehouse configuration>Regular Warehouse Management>Convert Intermediate Stock to Eprep 

Once a location has been created as Eprep type or converted to it, this cannot be reversed. The Eprep type of location now is reflected as a sub type of location under Configurable Locations in the warehouse structure, and appears in pink. MSR report has an additional column which shows Eprep stocks qties.

D. How to add one or multiple Analytical Distribution (AD) to Field Orders Line/lines

Supply User Manual ENG -> 4. Procurement -> 4.4 LU-SU3103: Field Orders (FOs) – General -> D. How to add one or multiple Analytical Distribution (AD) to Field Orders Line/lines

D. How to add one or multiple Analytical Distribution (AD) to Field Orders Line/lines

This functionality enables users to add or update the Analytical distributions (ADs), (Cost Centers and Destinations) the Draft FO lines, users have 3 options to use for adding or updating the ADs:

1- Adding AD/ADs at the header level:

Go to: Orders > Field Order > Analytical Distribution

FO AD at header level

by clicking on the “Analytical distribution”, new screen will be opened, and then by clicking on “New” user can add one AD or more to be applied on all FO lines same way.

2- Adding AD/ADs at line level manually:

User can add the AD to the line manually by clicking on AD icon on the line level, new screen will be opened, and then by clicking on “New” user can add the AD to the line:

3- Adding AD/ADs by importing

This option makes it easier for users to add one or more ADs to a single line or to add different ADs to multiple lines in the same Draft FO. Unlike with the first option (adding AD at header level), this option can be used to add different ADs to different lines,

This can be done by clicking the “Import AD” button, exporting the template shown from the page that pops up and entering the Cost Centre, Destination and Percentage information for each line in the exported document. If a line has multiple ADs, the values in these three columns must be separated by semicolon (;).

If a line has been split and AD information is entered in the import document, the values entered in the first line will be used to fill all lines split from the same line number.

In the import file, only the AD values will be imported. No other information can be modified or added via the import file. Percentages must add up to “100%” and the total number of semicolons in the Percentage, Cost Center and Destination columns must be the same. The system will check that Line number and Product Code match those of onscreen PO. 

If there is already an AD added in onscreen FO, the exported template will show entered values. It is possible to remove (delete) AD values that were already entered on screen by importing a file where the line’s AD values are blank. At import, there is a check that AD values exist, but the main/secondary check will remain after import, when line/FO is validated.  

Adding AD to FO by import
Adding multiple ADs

*** Same options are available for Draft PO.

R. How to Cancel one specific Purchase Order line or multiple lines.

Supply User Manual ENG -> 4. Procurement -> 4.6 LU-SU3201: Purchase Orders (POs) - Generals -> R. How to Cancel one specific Purchase Order line or multiple lines.

R. How to Cancel one specific Purchase Order line or multiple lines.

To cancel a specific line of a PO, click on the red cross (cancel) located on the right of the line you want to cancel and confirm the action on the pop-up screen

Cancelling a PO-line
Confirming the cancellation of a PO-line

The cancelled PO-line switches to the state “Cancelled“. Note that you have to use the filter located on the top of the “Lines table” to see the cancelled line.

Cancelled PO-line

To cancel multiple lines of the PO, select the lines you want to cancel from the right side of the lines, then click on “Cancel Lines”, and confirm the action on the pop-up screen

Cancelled PO Lines
Confirm the Cancellation of the PO Lines

The cancelled PO-lines switches to the state “Cancelled“. Note that you have to use the filter located on the top of the “Lines table” to see the cancelled lines.

Cancelled PO Lines

A validated PO Lines can also be cancelled one by one or as a whole PO document, except if the PO supplier is an internal partner supplier (another instance). In this case, the cancel button won’t be available at the bottom of the PO screen and the cancellation should be done on the supplier instance.

It is possible to cancel / C&R multiple (Draft/validated) lines, in Draft-p / Validated/ Validated-P POs with supplier type ESC or external, (It is not possible to Cancel / C&R validated lines in PO with Internal/Intermission/Intersection type suppliers if they are beyond “Draft” status Because if PO lines are validated they may have been synced and should not be cancelled or C&R by the requesting instance.

Track Changes

UF 39.0

File  VersionLU Date Modifications
Supply system documentation39.05.5.2 Statuses of Field Orders (see also process flow document + Table of document and product line status)02.Dec.25(US-14296) Intersection flows – unblock the restrictions on local code
5. Warehouse39.05.17 LU-SU4303: Management of Expiry Dates
B. Products likely to expire
02.Dec.25(US-14001) Products Likely to Expire Report – AMC Calculation Revision
4. Procurement39.04.8 LU-SU3203: Tenders (CFTs) and Requests for Quotations (RFQs)
How to update a sent RFQ via an import file
02.Dec.25(US-12542) RFQ – new export / import to include header on excel file export

UF 38.0

File  VersionLU Date Modifications
3. Product38.03.2 LU-SU2101: General Product Management:
H. How to merge 2 Local products (Coordination only)
12.Sept.25(US-13333) Merge 2 Local codes
3. Product38.03.4 LU-SU2103: Products in Supplier Catalogues:
E. How to configure auto-deletion of ESC supplier catalogue
12.Sept.25(US-13069) a new feature to delete ESC supplier catalogues with validity dates older than 6 month
5. Warehouse38.05.16 LU-SU4302: Stock Inventory Reports:
J. Export Stock and pipe Report (HQ Only)
12.Sept.25(US-13189) HQ tools improvements on Export Stock and pipe Report.
Digital Signature 38.0Digital signature
12.Sept.25(US-12722) E-Validation : drafting signature
5. Warehouse38.05.2 LU-SU4101: Incoming Shipments:
G. How to import Vertical Integration files on Incoming Shipments;
5.5 LU-SU4104: Shipment:
C. HOW TO RETURN PARCELS FROM A “Ready to ship” shipment;
D. HOW TO RETURN PARCELS TO STOCK FROM A “Draft” shipment
12.Sept.25(US-9592) New Pack ID can be used in system

UF 37.0

File  VersionLU Date Modifications
4. Procurement37.04.3 LU-SU3102: Orders Sourcing Tool (OST):
B. How to source individually an IR/ FO line to a Purchase Order
03.Jun.25(US-13952, US-13741) Supplier rankings information displayed in PMD / OST
4. Procurement37.04.2 LU-SU3101: Internal Requests (IRs)
B. How to create an Internal Request
03.Jun.25(US-13308) IR: Change name of “Request Date” Field
3. Products37.03.7 Products Reports:
A. Report for product inconsistencies – Batch/Expiry Date
D. Report – Product Status Inconsistencies
03.Jun.25(US-11801) Modification of Product Inconsistency report and Product Status inconsistency report
5. Warehouse37.05.17 LU-SU4303: Management of Expiry Dates
B. PRODUCTS LIKELY TO EXPIRE
03.Jun.25(US-11802) Change columns in the report ” Product likely to expired”
5. Warehouse37.05.10 LU-SU4203: Consumption Reports
E. HISTORICAL CONSUMPTION REPORTS
03.Jun.25(US-13190) Historical Consumption Report – Include Customer Type Partners in RR-AMC

UF 36.0

File  VersionLU Date Modifications
5. Warehouse36.05.2 LU-SU4101: Incoming Shipments
D. How to create an Incoming Shipment from scratch
17.Mar.25(US-13862, US-13476) New warning when document Category inconsistent with the product in document created from scratch ( IN/OUT/INT)
5. Warehouse36.05.8 LU-SU4201: Internal Moves
C. How to create and process an internal move
17.Mar.25(US-13862, US-13476) New warning when document Category inconsistent with the product in document created from scratch ( IN/OUT/INT)
5. Warehouse36.05.6 LU-SU4105: Delivery Orders
C. How to create a delivery order from scratch.
17.Mar.25(US-13862, US-13476) New warning when document Category inconsistent with the product in document created from scratch ( IN/OUT/INT)
5. Warehouse36.05.6 LU-SU4105: Delivery Orders
E. How to export an excel delivery order file
17.Mar.25(US-13836) New function Export/Import for Delivery order (OUT)
5. Warehouse36.05.6 LU-SU4105: Delivery Orders
E. How to import an excel delivery order file
17.Mar.25(US-13836) New function Export/Import for Delivery order (OUT)
5. Warehouse36.05.6 LU-SU4105: Delivery Orders
B. How to convert a picking ticket into a delivery order (simple out delivery / out);
B.1. How to convert a delivery order (simple out delivery / out) into a picking ticket
17.Mar.25(US-13836) New function Export/Import for Delivery order (OUT)
5. Warehouse36.05.13 LU-SU4206: Inventories
C. How to create a physical inventory
17.Mar.25(US-13683) Physical inventory: Explicit message if the Unit of Measure (UoM) or Expiry Date is incorrect at the importation of the Counting Sheet.

UF 35.0

File  VersionLU Date Modifications
3. Products 35.0LU-SU2103: Products in Supplier Catalogues.
B. How to create a supplier product catalogue price list
C. How to update a supplier product catalogue price list.
20.Dec.24(US-12228, US-12912, US-13640) Possibility to add Supplier ranking directly in Catalogue + Track changes added
3.1 Products in UniField35.0A. Product in Unifield20.Dec.24(US-12228, US-12912, US-13640) Possibility to add Supplier ranking directly in Catalogue + Track changes added
4. Procurement35.04.2 LU-SU3101: Internal Requests (IRs).
D. How to import lines on an Internal Request.
E. How to export an Internal Request.
20.Dec.24(US-12415) New IR export/import template for Products in Product List
4. Procurement35.04.4 LU-SU3103: Field Orders (FOs)
L. How to follow-up Field Orders
20.Dec.24(US-12564) Export FO Follow-up: Addition of line comment
5. Warehouse35.05.6 LU-SU4105: Delivery Orders
D. How to process a delivery order
20.Dec.24(US-12333, US-12201, US-11803) Picking/Transport documents clearer statuses 
5. Warehouse35.05.8 LU-SU4201: Internal Moves
C. How to create and process an internal move
20.Dec.24(US-12333, US-12201, US-11803) Picking/Transport documents clearer statuses 

UF33.0

File  VersionLU Date Modifications
4. Procurement 33.04.6 LU-SU3201: Purchase Orders (POs) – Generals12.Jun.24(US-11135) PO to display any discrepancies with Catalogue 
Supply Object flows33.05.5 Field Orders12.Jun.24(US-12716) POs & FOs for Intermission and Intersectional flows flag non-UniData products 
Supply System Documentation33.02. Products12.Jun.24(US-12716) POs & FOs for Intermission and Intersectional flows flag non-UniData products 
4. Procurement33.04.6 LU-SU3201: Purchase Orders (POs) – Generals12.Jun.24(US-11908) PO lines to have additional filter for ESC status 
Vertical Integration33.011.2 Automated Vertical Integration12.Jun.24(US-12359) Improved visibility of imported/exported files for configured automated Vertical Integration.  
4. Procurement33.0LU-SU3203: Tenders (CFTs) and Requests for Quotations (RFQs)12.Jun.24(US-12033) Tender comparison to reflect any change in RFQ quantity. 
3. Products 33.03.1 Products in UniField12.Jun.24(US-12719) PMD: New field “HS Code” added to UniData products 

UF32.0

File  VersionLU Date Modifications
4. Procurement 32.0 4.9 LU-SU3301: Procurement Reporting7.May.24(US-12171) Correction of Picking percentage calculation status
1. General Supply32.0Track Changes in UniField7.May.24(US-12076) Addition of Track changes in RFQ
5. Warehouse32.05.16 LU-SU4302: Stock Inventory Reports7.May.24 
(US-11957) Export Inventory Level – additional advanced filters
3. Products 32.02.1 Types of Product 7.May.24(US-12167 & US-12582) Correction of Sourcing possibilities for FO with service type products to PO/RFQ/Tender 
4. Procurement32.04.6 LU-SU3201: Purchase Orders (POs) – Generals7.May.24(US-12115) “Details” field PO to be concatenated where multiple source docs

UF31.0

File VersionLUDateModifications
5. Warehouse31.05.2 LU-SU4101: Incoming Shipments14.Dec.23Reduce number of Reason Types for INs from scratch
5. Warehouse31.05.2 LU-SU4101: Incoming Shipments14.Dec.23Update Reason Types for IN from scratch
Supply Configurations31.02.2 LU-SU1102:Partners(customers and suppliers)14.Dec.23Add “Reference” search box to Partners
4. Procurement31.04.2 LU-SU3101: Internal Requests (IRs)14.Dec.23Transfer Details from IR/FO/PO to OUT/Pick/IN
5. Warehouse31.05.2 LU-SU4101: Incoming Shipments14.Dec.23Transfer Details from IR/FO/PO to OUT/Pick/IN
5. Warehouse31.05.6 LU-SU4105: Delivery Orders14.Dec.23Add “Details” field to IR (and OUT)
5. Warehouse31.05.8 LU-SU4201: Internal Moves14.Dec.23Add “Details” field to INT
5. Warehouse31.05.3 LU-SU4102: Picking14.Dec.23Add Details, Comments and Notes in Packing
Supply Configurations31.02.1 LU-SU1101: Instance set-up14.Dec.23Add “Details” field to INT
5. Warehouse31.05.3 LU-SU4102: Picking14.Dec.23Field for (Parcel) comments to be maintained in PPL
5. Warehouse31.05.6 LU-SU4105: Delivery Orders14.Dec.23Prevent Creation of OUT from scratch to ECU at Line Level
Supply Configurations31.02.1 LU-SU1101: Instance set-up-> F. LU-SU1101: Movements to/from the different type of locations.14.Dec.23Prevent Creation of OUT from scratch to ECU at Line Level
4. Procurement31.04.2 LU-SU3101: Internal Requests (IRs)14.Dec.23Supplier column added in Export IR Follow-up 

UF30.0

File VersionLUDateModifications
3. Products30.03.3 LU-SU2102: Product List30.Aug.23(US-10748) MSL & MML in UniField
4. Procurement30.04.6 LU-SU3201: Purchase Orders (POs) – Generals30.Aug.23 
(US-11369) Import AD Multiple Lines on draft PO and FO 
4. Procurement30.04.4 LU-SU3103: Field Orders (FOs) – General30.Aug.23 
(US-11369) Import AD Multiple Lines on draft PO and FO
5. Warehouse30.05.2 LU-SU4101: Incoming Shipments30.Aug.23(US-11563 & US-10783) Allow PO to have Multiple Destination Locations  
4. Procurement30.04.6 LU-SU3201: Purchase Orders (POs) – Generals30.Aug.23(US-11563 & US-10783) Allow PO to have Multiple Destination Location
5. Warehouse30.05.7 LU-SU4106: Shipment Documentation30.Aug.23US-2411) Add status column to OUT document  
4. Procurement30.04.9 LU-SU3301: Procurement Reporting30.Aug.23(US-11636 & US-11433) Added filters/ fields in Export PO Follow-Up 

UF29.0

File VersionLUDateModifications
5. Warehouse29.0LU-SU4106:Shipment Documentation13.Jun.23Request to introduce a “Loan Certificate” in PPS and OUT 
5. Warehouse29.0LU-SU4106:Shipment Documentation13.Jun.23Free gift certificate text alignment with donation certificate 
4. Procurement29.04.6 LU-SU3201: Purchase Orders (POs) – Generals13.Jun.23Prevent new lines from being added on Validated POs that sync to a supplier 
5. Warehouse29.0LU-SU4101: Incoming Shipments13.Jun.23Alignment of IN pdf “Line Number” and “Qty Confirmed” to the PO 
4. Procurement29.0LU-SU3201: Purchase Orders (POs) – Generals13.Jun.23Add fields in PO lines allocation report 
5. Warehouse29.0LU-SU4104: Shipment13.Jun.23To introduce a “Returned” status for completely returned SHIPs  
5. Warehouse29.0LU-SU4104: Shipment13.Jun.23Allow modification of Estimated and Actual Ship Dates on Ships 
3. Products29.0LU-SU2101: General Product Management13.Jun.23Prevent resubscription of NSL that have been unsubscribed in Unidata 
5. Warehouse29.0LU-SU4205 Replenishment Rules13.Jun.23RR: Better differentiate OC exports 

UF28.0

File VersionLUDateModifications
5. Warehouse28.05.3 LU-SU4102: Picking -> L. HOW TO PICK A KIT COMPOSITION LIST (KCL)15.Mar.23KIT: If KCL contains KCL as component, automatic closure of component KCL(s) if delivered out
5. Warehouse28.05.2 LU-SU4101: Incoming Shipments -> P. HOW TO RECEIVE A KIT AND CREATE A KIT COMPOSITION LIST15.Mar.23Kitting: KCL component products which are BN/ED : info (BN/ED) to be mandatory in KCL
4. Procurement28.04.3 LU-SU3102: Orders Sourcing Tool (OST) -> A. LU Introduction (LU-SU3102)15.Mar.23Usability in the OST
4. Procurement28.04.3 LU-SU3102: Orders Sourcing Tool (OST) -> E. How to source multiple lines together.15.Mar.23Usability in the OST
4. Procurement28.04.4 LU-SU3103: Field Orders (FOs) – General -> E. How to update / amend a Field Order15.Mar.23Upgrade of FO, RFQ, Tender for consistency
Supply Configurations28.02.3 LU-SU1103:Synchronization -> F. Re-Synch Introduction15.Mar.23Re-sync between internal partners
Supply Configurations28.02.3 LU-SU1103:Synchronization -> G. Re-synch Mechanism15.Mar.23Re-sync between internal partners
Supply Configurations28.02.3 LU-SU1103:Synchronization -> H. Re-synch diagrams.15.Mar.23Re-sync between internal partners
4. Procurement28.04.7 PURCHASE ORDERS (POs) – SPECIFICS -> F. How to create a Purchase Order for (receiving) a loan15.Mar.23Improvement on the LOAN flow documents’ naming
4. Procurement28.04.5 LU-SU3104: Field Orders (FOs) – Specifics -> D. How to create a “Loan” FO15.Mar.23Improvement on the LOAN flow documents’ naming
4. Procurement28.04.4 LU-SU3103: Field Orders (FOs) – General -> M. How to add new lines to FO created via Synch15.Mar.23Adding new lines in synced FO – Order in Sync Instance
3. Products28.03.2 LU-SU2101: General Product Management -> M. How to merge 2 UniData products (HQ only)15.Mar.23Merge 2 UniData products functionality
5. Warehouse28.05.13 LU-SU4206: Inventories -> C. HOW TO CREATE A PHYSICAL INVENTORY15.Mar.23Physical Inventory: Minor user friendly changes

UF27.0

FileVersionLU

Date

Modifications
3. ProductsUF27.03.1 Products in UniField15-Dec-22(US-10798) Product field: “Controlled Substance” value: P2 – Psychotrop 2 
4. Procurement UF27.0 4.9 LU-SU3301: Procurement Reporting15-Dec-22(US-8749) (US-10777), (US-8749) LOAN report displays new status Cancelled  & (US-10403) correction of Loan report for External Partner flow 
4. ProcurementUF27.04.2 LU-SU3101: Internal Requests (IRs)15-Dec-22(US-8386), (US-10766), Renaming of reports “PO Follow-up per supplier” and “FO Follow-up per client” & report location changes   
4. ProcurementUF27.04.4 LU-SU3103: Field Orders (FOs)15-Dec-22(US-8386), (US-10766), Renaming of reports “PO Follow-up per supplier” and “FO Follow-up per client” & report location changes   
4. ProcurementUF27.04.9 LU-SU3301: Procurement Reporting15-Dec-22(US-8386), (US-10766), Renaming of reports “PO Follow-up per supplier” and “FO Follow-up per client” & report location changes   
4. ProcurementUF27.04.6 LU-SU3201: Purchase Orders (POs) – Generals 15-Dec-22(US-8386), (US-10766), Renaming of reports “PO Follow-up per supplier” and “FO Follow-up per client” & report location changes   
5. WarehouseUF27.05.13 LU-SU4206: Inventories15-Dec-22US-9394, US-10721 Modification of Physical Inventory Adjustment Types and new field Sub Reason Type 
5. WarehouseUF27.05.3 LU-SU4102: Picking15-Dec-22 (US-10587)  Reason Types in PPS & OUTs for Loans & Donations correction. 
5. WarehouseUF27.05.6 LU-SU4105: Delivery Orders 15-Dec-22 (US-10587)  Reason Types in PPS & OUTs for Loans & Donations correction. 
5. WarehouseUF27.05.11 LU-SU4204: Kits Management15-Dec-22(US-8684)   KIT: Partial qty removal of one component/line & (US-10579)   Addition of “Completed” Status Filter in TKC and KCL  
5. Warehouse UF27.05.8 LU-SU4201: Internal Moves15-Dec-22(US-10193)   SYS filter in Internal Move label made more accurate 
5. WarehouseUF27.05.3 LU-SU4102: Picking15-Dec-22 (US-7434)   Track changes added to OUT & PICK
1. General SupplyUF27.01.5 Track Changes in UniField27-Dec-22(US-7434)Add track changes to OUT & PICK

UF26.0

FileVersionLUDate Modifications
Supply ConfigurationsUF26.02.1 LU-SU1101: Instance set-up18-Sep-22(US-9968) Blocking the creation of EPREP in Intermediate stock location 
5. WarehouseUF26.05.2 LU-SU4101: Incoming Shipments18-Sep-22(US-9962) VI: If E-Packing IN > PPS import cannot be done (forced availability/negative) clearer message 
5. WarehouseUF26.05.13 LU-SU4206: Inventories18-Sep-22(US-9744) Remove PI C/S check on line reference. 
5. WarehouseUF26.05.6 LU-SU4105: Delivery Orders18-Sep-22(US-9229) New Reason Type for OUTs: Deliver Unit
5. WarehouseUF26.05.10 LU-SU4203: Consumption Reports18-Sep-22(US-9229) New Reason Type for OUTs: Deliver Unit
5. WarehouseUF26.05.3 LU-SU4102: Picking18-Sep-22(US-9229) New Reason Type for OUTs: Deliver Unit
4. ProcurementUF26.04.6 LU-SU3201: Purchase Orders (POs) – Generals18-Sep-22(US-9229) New Reason Type for OUTs: Deliver Unit
4. ProcurementUF26.04.6 LU-SU3201: Purchase Orders (POs) – Generals18-Sep-22(US-8966) Cancel / C&R multiple lines to be consistent with single lines in IR/FO/PO
4. ProcurementUF26.04.4 LU-SU3103: Field Orders (FOs) – General18-Sep-22(US-8966) Cancel / C&R multiple lines to be consistent with single lines in IR/FO/PO
4. ProcurementUF26.04.2 Internal Requests (IRs).18-Sep-22(US-8966) Cancel / C&R multiple lines to be consistent with single lines in IR/FO/PO
5. WarehouseUF26.05.16 LU-SU4302: Stock Inventory Reports18-Sep-22(US-8864) Export Inventory Level lists batches with no movement in the selected period 
5. WarehouseUF26.05.13 LU-SU4206: Inventories18-Sep-22(US-8428) Physical Inventory – Planned Inventory vs Stock Correction 
ProductsUF26.03.1 Products in UniField18-Sep-22(US-7323) Add Product search field for INs etc and PMD Action menu links 
ProductsUF26.03.1 Products in UniField18-Sep-22(US-3694) Product sheet: Display inventory level from all locations 

UF25.0

File VersionLUDate Modifications
4.ProcurementUF25.04.2 LU-SU3101: Internal Requests (IRs)24-May-22 (US-9766) IR aligned to PO in warnings / IR, PO & FO blocks on high qtys
5. WarehouseUF25.05.16 LU-SU4302: Stock Inventory Reports23-May-22(US-9727) Export inventory level: Do not include batches with qty <> 0 with product list as filter
5. WarehouseUF25.05.11 LU-SU4204: Kits Management23-May-22(US-9639) Kit: Substitution / Dekitting when component prod values changed BN/ED attributes
5. WarehouseUF25.05.2 LU-SU4101: Incoming Shipments23-May-22(US-9639) Kit: Substitution / Dekitting when component prod values changed BN/ED attributes
5. WarehouseUF25.05.12 LU-SU4205 Replenishment Rules20-May-22(US-9467) RR: unprotect workbook for import lines in the Replenishment Segment
5. WarehouseUF25.05.12 LU-SU4205 Replenishment Rules20-May-22(US-9466) RR: Round up Projected view figures
5. WarehouseUF25.05.2 LU-SU4101: Incoming Shipments20-May-22(US-9190) Backorder filename tab issue after the e-PL importation Vertical integration
5. WarehouseUF25.05.12 LU-SU4205 Replenishment Rules20-May-22(US-8451) RR: Allowing same product in multiple segments
5. WarehouseUF25.04.6 LU-SU3201: Purchase Orders (POs) – Generals.25-May-22(US-6475) VAT corner for the PO – similar to VAT corner for SI

UF24.0

File VersionLUDate Modifications
5. WarehouseUF24.05.2 LU-SU4101: Incoming Shipments 21-Mar-22(US- 9354) No validate reception button for DPO to ESC 
5. WarehouseUF24.04.4 LU-SU3103: Field Orders (FOs) – General21-Mar-22(US- 9603, US-9517) Import of AD into Draft PO/FO   
5. WarehouseUF24.04.6 LU-SU3201: Purchase Orders (POs) – Generals.21-Mar-22(US-9517) Import AD on Draft PO
5. WarehouseUF24.05.10 LU-SU4203: Consumption Reports21-Mar-22(US- 9361) Historical Consumption report – AMC per location, Adjusted AMC 
5. WarehouseUF24.05.13 LU-SU4206: Inventories 21-Mar-22(US-9359) Physical Inventory new export 
5. WarehouseUF24.05.8 LU-SU4201: Internal Moves 21-Mar-22(US-9266) New Reason Type for INTs: Internal Return 
5. WarehouseUF24.05.2 LU-SU4101: Incoming Shipments.21-Mar-22(US-9219) IN from scratch, field Ext. Unit mandatory if RT is Return from unit 
5. WarehouseUF24.05.2 LU-SU4101: Incoming Shipments21-Mar-22 (US-9129) IN: PDF displays cancelled lines 
5. WarehouseUF24.05.9 LU-SU4202: Claims21-Mar-22(US-8843) Claim: Message to clarify that product/batch/ED not on doc 
4. ProcurementUF24.04.6 LU-SU3201: Purchase Orders (POs) – Generals21-Mar-22(US-8699) Estimated DD on PO, reports to update 
5. WarehouseUF24.05.2 LU-SU4101: Incoming Shipments 21-Mar-22(US-8660) (Automated) VI: Display freight name in “Ship Reference”   
4. ProcurementUF24.04.2 LU-SU3101: Internal Requests (IRs)21-Mar-22(US-8608) IR additional search/view on Location Requestor  
5. WarehouseUF24.05.11 LU-SU4204: Kits Management21-Mar-22(US-8449)  RR: Min/Max and AutoSupply validity dates added 
5. WarehouseUF24.05.18 LU-SU4304: Movements Reports21-Mar-22(US-7925) Receptions Report – Additional Filters
2. Supply Configurations.UF24.0 2.1 LU-SU1101: Instance set-up21-Mar-22(US-4642)  Creation of and conversion to EPREP locations 

UF23.0

File VersionLUDateModifications
5. WarehouseUF23.05.14 > LU-SU4207 QUARANTINE AND SCRAP (DESTRUCTION)03-Dec-21(US-9044) Change to Stock locations display 
5. WarehouseUF23.05.17 > LU-SU4303: Management of Expiry Dates.03-Dec-21(US-9044) Change to Stock locations display 
5. WarehouseUF23.05.17 > LU-SU4303: Management of Expiry Dates.03-Dec-21(US-9044) Change to Stock locations display 
5. WarehouseUF23.05.14 > LU-SU4207: Quarantine and Scrap (Destruction)03-Dec-21(US-9044) Change to Stock locations display 
5. WarehouseUF23.05.9 > LU-SU4202: Claims03-Dec-21(US-9044) Change to Stock locations display 
5. WarehouseUF23.05.12 > LU-SU4205 REPLENISHMENT RULES03-Dec-21(US-8452) Replenishment Rules: Outdated FMC removal + Segment export 
3. ProductsUF23.03.6 > LU-SU2105: Kits/Modules.03-Dec-21(US-1128) Theoretical Kit Composition (TKC) import for creation 
5. WarehouseUF23.05.2 > LU-SU4101: Incoming Shipments.03-Dec-21(US-8433) VI: IN simulation screen more accurate 
3. ProductsUF22.03.2 > LU-SU2101: General Product Management22-Sep-21(US-8646, US-8584, US-8432, US-8560) Changes to Products & how they are synched 
3. ProductsUF22.03.3 > LU-SU2102: Product List22-Sep-21(US-8646, US-8584, US-8432, US-8560) Changes to Products & how they are synched 
5. WarehouseUF22.05.2 > LU-SU4101: Incoming Shipments22-Sep-21(US-8520) New Import into IN from scratch 
5. WarehouseUF22.05.10 > LU-SU4203: Consumption Reports.22-Sep-21(US-8014) New AMC report not showing negatives 
5. WarehouseUF22.05.13 > LU-SU4206: Inventories.22-Sep-21(US-8364) Display of Physical Inventory Counting Sheet 
5. WarehouseUF22.05.5 > LU-SU4104: Shipment.22-Sep-21(US-8175) Forced reception, Not Run management & New Not Run type 
5. WarehouseUF21.05.12 > LU-SU4205 REPLENISHMENT RULES11-Jun-21(US-8450, US-8453) Replenishment Rules: increased FMCs & default dates 
4. ProcurementUF21.04.4 > LU-SU3103: Field Orders (FOs) – General11-Jun-21(US-7517) IR, PO, FO multiple line cancellations 
4. ProcurementUF20.04.6 > LU-SU3201: Purchase Orders (POs) – Generals.12-Mar-21(US-5122) VI PO: Ext Ref for all order lines 
3. ProductsUF20.05.11 > LU-SU4204: Kits Management.12-Mar-21(US-7599) KIT: change of Picking rule from FEFO to LEFO for Kit production 
5. WarehouseUF20.05.2 > LU-SU4101: Incoming Shipments12-Mar-21(US-7617, US-7552) DPO Improvements: confirmation and cancellation via synch 
3. ProductsUF20.03.1 > Chapter Overview12-Mar-21(US-7848) UD: modifs linked to Thermosensitive codes 
5. WarehouseUF20.05.12 > LU-SU4205 REPLENISHMENT RULES12-Mar-21(US-8006) RR: Chronogram export & warning/check in Segment 
4. ProcurementUF20.04.6 > LU-SU3201 PURCHASES: Purchase Orders (POs) – Generals12-Mar-21(US-8007) Warning on NSL product on PO to ESC 
4. ProcurementUF20.04.3 > LU-SU3102 ORDERS: Order Sourcing Tool (OST)12-Mar-21(US-8089) Re-Synch 

C. HOW TO SCRAP/DESTROY PRODUCTS

The decision and process to destroy any product should be in adherence with your OC procedures. In UniField, the destruction process will usually be done in two steps. The first step will move the goods to quarantine. The second step will move the goods from quarantine to the “Destruction” location.

One of the likely triggers for this will be when a supplier claim has been created, and the decision has been taken to scrap the product. See previous section and LU on claims for details.

If the product being scrapped is not linked to any claim, it will still have to be moved out of the internal warehouse location to quarantine. This will be done through an Internal Move (INT) as explained in the previous section.

In order to complete the process of scrapping a product (second step), it is necessary to create an Internal Move to move the goods from quarantine to the “Destruction” location. Again, an appropriate “Reason type” should be selected on the INT.

Internal Move to destroy products

Note that it is possible to skip the first step and directly destroy products (i.e. moving them from stock to destruction via an INT) but this is not an advised process.

B. HOW TO ISOLATE/QUARANTINE PRODUCTS

This may happen if you receive/have received products on which you have doubts. In this case you will most probably create a claim (see specific LU on claims above).

Claims with type “Move to Quarantine” will move the goods to the “Quarantine (analyze)” location. Claims with type “Scrap” will move the goods to the “Expired/ Damaged /For Scrap” location. Note that if a claim is created from scratch you will be able to add an event with type “Scrap” on this claim. When this event will be processed, goods will be moved to the “Expired/ Damaged /For Scrap” location.

Another way to move goods to the quarantine location is via Internal Moves. This will be done when the quarantine is not related to a claim. Make sure to use the appropriate “Reason type” when you create the INT. As destination location you may choose between “Quarantine (analyze)” and “Expired/ Damaged /For Scrap)”.

Internal Move to isolate products in quarantine

Note that Internal Moves will also be used to transfer goods from Quarantine back to another location if you realize that these goods can actually be used.

They will also be used to destroy the goods as explained in the next section.

A. LU INTRODUCTION (LU-SU4207)

If you face problems with products, you can isolate them in quarantine or destroy them. Both options are possible in UniField where Quarantine and Destruction are defined as locations.

Quarantine is a (view) location which is part of the instance full view and this is where stock can be moved while awaiting a decision. This means that these products will not be seen as available for dispatch/use. The two types of quarantine are 1) for analysis and 2) before scrap.

In UniField, they are identified by 2 locations which are named “Quarantine (analyze)” and “Expired/ Damaged /For Scrap“. Both of them are located under the “Quarantine / For Scrap”. ” location view. The first is used when some time is needed to analyze and receive results for products before deciding if they are fit for use (commonly this will be used to analyze drugs). The second, “Expired/ Damaged /For Scrap“, is where goods will be moved while awaiting authorization that they can be disposed of or destroyed.

The “Destruction” location is a virtual location where goods will be moved once they are destroyed.

F. HOW TO GENERATE THE “Deliveries Report”

Supply User Manual ENG -> 5. Warehouse -> 5.18 LU-SU4304: Movements Reports -> F. HOW TO GENERATE THE "Deliveries Report"

F. HOW TO GENERATE THE “Deliveries Report”

Following the development of the “Receptions report(see section above), this new report mirrors this latest report by gathering all together all the major information regarding processed deliveries.

The report should only export lines from OUT (and OUT-CONDO) which are in the state Closed or Delivered and from SHIP which are in the state Dispatched or Received.

Go to: Warehouse / Reporting / Deliveries Report

  1. Select any filter you need among the following: Date from; Date to; Partner; Source location; Product Main Type and/or Destination Location.
  2. Click on the “Excel report” button.

Deliveries Report

Deliveries Report – Excel Export

E. HOW TO GENERATE THE “Receptions Report”

Supply User Manual ENG -> 5. Warehouse -> 5.18 LU-SU4304: Movements Reports -> E. HOW TO GENERATE THE "Receptions Report"

E. HOW TO GENERATE THE “Receptions Report”

This feature is one of the latest development that enables to get the receptions information more easily thanks to the different filters and direct information.

Go to: Warehouse / Reporting / Receptions Report

  1. Select any filter you need among the following: Actual Receipt Date from; Actual Receipt Date to; Reason type; Partner; Order Category; Order Type; Product Main Type, , Final Dest. Location, Final Dest. Partner.
  2. Click on the “Excel report” button.
This image has an empty alt attribute; its file name is reception-report-2.png

Receptions Report

This image has an empty alt attribute; its file name is 2022-03-22-14_49_54-Receptions-Report-Excel.png

Receptions Report – Excel Export

In case the user change the Destination location to “Ext CU” in the “IN” from the original location in the “IR”, this report will not reflect the new destination location.

IR > PO > IN > Ext CU which is changed is not reflected.

In case the user change the Destination location ” INT CU ” in the “IN” from the original location in the “IR”, this report will reflect the new destination location.

IR > PO > In > INT CU which is changed is reflected.

In case the user change the Destination location TO “Stock” in the “IN” from the original location in the “IR”, this report will reflect the new destination location

FO > PO > IN where destination of IN changed to Stock is reflected.

D. RECEPTIONS ANALYSIS

Supply User Manual ENG -> 5. Warehouse -> 5.18 LU-SU4304: Movements Reports -> D. RECEPTIONS ANALYSIS

D. RECEPTIONS ANALYSIS

This functionality is similar to the “Moves Analysis” but focuses on Incoming Shipments.

Go to: Warehouse / Reporting / Receptions Analysis

Receptions Analysis

  1. Clear the current filters by clicking on the “Clear” button
  2. Use filters and “Group by” options to select which Incoming Shipments you want to select and define how you want organize them.
  3. Click on the “Search” button.