====== 1. Create Company Structure====== =====Overview===== In Produmex WMS you can create your company structure by defining Organizational Structure Elements (OSEs). You can define them manually and you can also import zones and bin locations with the [[implementation:wms:importtool|Import Tool]]. The following elements can be created in the structure: {{ :implementation:confguide:organizational:org_str.png |Company}} ^Element^Description^ |[[implementation:wms:companylevel|Company]]|A company can be created only once per company database| |[[implementation:wms:warehousesettings|Warehouse]]|The warehouse marks the highest level below a company. It refers to the place where goods are received, stored and from which they are shipped and it can also be the location where goods are transformed (manufactured or packaged). A warehouse in Produmex must always be linked to a warehouse in SAP Business One.| |[[implementation:wms:zonesettings|Zone]]|The zone is a specific area in the warehouse where certain functions are grouped (e.g. goods receipt, shipping, packaging, etc.)| |[[implementation:wms:prodlinesettings|Production Line]]|The production line is a line where goods are produced and packaged (as a part of a warehouse).| |[[implementation:wms:packingline|Packing Line]]|The packing line is a line where goods that are picked on a movable location can be packed onto a logistic carrier to be shipped as a logistic unit.| |[[implementation:wms:docksettings|Dock]]|The doc is a location where goods are received and/or shipped (as a part of a warehouse).| |Warehouse Automation Location|The Warehouse Automation Location is an automated warehouse (mini load) that manages input and output of items automatically. Produmex does not manage the individual locations (boxes) in the automated warehouse, but keeps track of the inventory on a global level.| |[[implementation:wms:binsettings|Bin]]|The bin is an individual storage location managed by Produmex.| |[[implementation:wms:silotank|Silo Tank]]|The silo tank is a fixed bulk storage location.| |[[implementation:wms:moveablelocation|Movable Location]]|The movable location is a movable storage location (e.g. a picking cart) on which goods are temporarily stored after picking and before they are packed on a logistics carrier or used in production (e.g. a forklift).| |[[implementation:wms:thinclient|Thin Client]]|The Thin Client (or Mobile Client / Fat Client) is a fixed or mobile operator station (e.g. a touch screen, a handheld terminal) by which the operator interacts with Produmex.| |[[implementation:wms:printersettings|Printer]]|It marks a printer at a specific location or connected to a specific thin client.| |[[implementation:wms:scale|Scale]]|One scale can only belong to a single weighing room / dock / packing station.| |[[implementation:wms:weighingroom|Weighing room]]|| =====1. Create your company===== Create your company in the Organizational Structure and define the general company settings. 1. Go to Produmex menu > Organizational Structure. 2. Right-click on your company, select New OSE and select //Company//. 3. Fill in the Name and Code fields. 4. Set a default language for your Mobile Client in the Language drop-down menu. 5. Provide your MS SQL / HANA credentials in the DB User Name and Password fields. 6. Fill in the PMX License Server field. 7. Click ''OK''. {{ :implementation:wms:initial:general_settings.png |Defining general company settings}} ===== 2. Define SAP warehouse settings===== Define your SAP warehouse settings. Produmex WMS adds the following user defined fields (UDFs) to the SAP warehouse settings: * Is managed by Produmex? * Is transit WHS? {{ :implementation:wms:initial:sap_whs.png |Warehouses}} There are three possible combinations of the UDFs: ^Managed by PMX^Transit WHS^WMS Terminology^Setup needed in the Organizational Structure^Example^Can be used on scanner^ |TRUE|FALSE|WMS warehouse|YES - full setup|Main stock warehouse|YES - full usage| |FALSE|TRUE|Transit warehouse|YES - only warehouse & dock required|truck, sales employee stock, etc.|YES - Ad-hoc moves, Receive from warehouse, Picking for Transfer Requests| |FALSE|FALSE|Standard SAP warehouse|NO|Standard SAP Production warehouse, other SAP warehouse|NO| |TRUE|TRUE|N/A|/N/A|Not possible|N/A| ===== 3. Create PMX WMS warehouses ===== Create your PMX WMS warehouses in the Organizational Structure and define the warehouse settings. 1. Go to Produmex menu > Organizational Structure. 2. Right-click on your company, select New OSE and select Company. 3. Fill in the Name and Code fields. Use the same code as defined in SAP Business One. 4. Link the warehouse to the SAP Business One warehouse in the Warehouse drop-down list. 5. Click ''OK''. {{ :implementation:wms:initial:whs.png |Creating a PMX WMS warehouse}} ===== 4. Create additional elements ===== Define the structure of your company by creating the necessary Organizational Structure Elements, for example create the zones, docks, bin locations of your warehouses. **Example of Organizational Structure** {{ :implementation:wms:initial:ose.png |Example of Organizational Structure}} 1. Go to Produmex menu > Organizational Structure. 2. Right-click on your company, select New OSE and select the necessary Organizational Structure Element. {{ :implementation:wms:ose:organizational_structure_elements.png |Creating the Organizational Structure}} 3. Provide a code and a name for the element and define its settings. Tip: You can also import zones and bin locations with the Import Tool. For more information click [[implementation:wms:importtool|here]]. 4. To create a sub-element, right-click on an element in the Organizational Structure, select New OSE and select the necessary sub-element. {{ :implementation:wms:ose:organizational_structure_elements_02.png |Creating a sub-element}} ===== 5. Define Organizational Structure settings===== 1. Beside the general settings, define additional settings on a company level. For information click [[implementation:wms:companylevel|here]]. {{ :implementation:wms:initial:settings.png |Defining settings on a company level}} 2. Define the settings of your Organizational Structure Elements. For more information on the settings click [[implementation:wms:otherorganization|here]].