Explaining Business Scenarios for Warehouse Clerk

Objective

After completing this lesson, you will be able to inspect the business scenarios supported for Warehouse Clerk

Warehouse Clerk

Note

This lesson gives a detailed overview of business scenarios, which are typically required for the role representing "Warehouse Clerk".

  • Display Medication Kits
  • Manage Inbound Deliveries
  • Manage Outbound Deliveries - Clinical Trials
  • Create Physical Inventory Documents - Clinical Trials.
  • Physical Inventory Document Overview - Clinical Trials
  • Manage Physical Inventory Document Count - Clinical Trials.
The image shows an SAP Display Medication Kits interface, featuring various input fields for searching and filtering medication kit data, including fields for Medication Number, Study, Protocol ID, and more. A Go button and filter adaptation link are present.

With this app, users can check the status and details of a medication kit, including its current location.

This dedicated app provides a good overview of all documents and goods movements that a specific kit was touched by. It shows the status of the kit, for example "Available" or "In Transit". It also shows the stock type, for example "Unrestricted Use". Thus, sales and distribution roles have full transparency on the kits throughout the distribution process. With this app, users can also check a kit's current location. By this, it’s possible to also track the delivery of a medication kit and its return based on clinical trial parameters. This app therefore closes the gap of existing solutions and provides an overall view of the lifecycle of the medication kit.

Key Features

Users can leverage this application to efficiently manage and track medication kits within clinical trials, ensuring up-to-date information and streamlined logistics. This application offers a range of functionalities designed to enhance the visibility and control of medication kit management.

Firstly, the application allows users to check the status and details of a medication kit, including its current location. This functionality provides users with real-time insights into the condition and whereabouts of each medication kit. By accessing this information, users can determine the current status of the kit—whether it is in transit, stored at a depot, dispensed to a trial site, or in use. Additionally, users can view comprehensive details about the medication kit, such as its contents, batch numbers, expiration dates, and specific handling instructions. This detailed information ensures that users have all the necessary data to manage and track medication kits effectively throughout the clinical trial process.

Moreover, users can navigate to the medication kit factsheet. This feature provides direct access to an informative and structured document that compiles all pertinent data about a specific medication kit. The factsheet includes detailed information such as the kit's identification number, batch numbers, expiration dates, contents, and handling history. By navigating to the medication kit factsheet, users can quickly and easily review all critical details, facilitating informed decision-making and prompt action when necessary. The factsheet serves as a centralized source of information, helping users ensure that the medication kits are managed in compliance with trial protocols and regulatory requirements.

In summary, this application equips users with essential tools to manage and track medication kits efficiently within clinical trials. Users can check the real-time status and detailed information of medication kits, including their current location, and navigate to comprehensive factsheets for in-depth data review. These functionalities collectively enhance the accuracy, transparency, and efficiency of managing medication kits, ensuring that all materials are properly tracked and maintained throughout the clinical trial process.

Note

The factsheet is used in all clinical trial apps on the medication number level to receive more information for a specific medication kit. Changes can be tracked via the change log. 

Implementation and Extensibility

You can find detailed information about implementing the app in the SAP Fiori apps reference library. For latest delivery, please see: SAP Fiori Apps Reference Library - Display Medication Kits

The image shows the SAP Manage Inbound Deliveries interface, listing delivery details such as dates, suppliers, statuses, and types. The top section has search and filter options. The main list displays two deliveries with various relevant details.

With this enhanced app, users can manage clinical supply-related inbound deliveries.

Key Features

Users can utilize this application to effectively manage and monitor inbound deliveries, ensuring a streamlined and comprehensive process for handling incoming shipments. The application offers a variety of functionalities designed to enhance the visibility, organization, and analysis of inbound delivery data.

Firstly, the application allows users to filter and view inbound deliveries. This functionality enables users to apply various filters to the list of incoming deliveries, such as delivery date, supplier, product type, delivery status, or specific batches. By using these filters, users can narrow down the list to focus on deliveries that meet their specific criteria, making it easier to prioritize and manage incoming shipments. This targeted view helps users quickly identify and address the most relevant deliveries, enhancing the efficiency of their inbound logistics operations.

Additionally, users can export data to a spreadsheet. This feature allows users to generate a downloadable file containing detailed information about the inbound deliveries. Exporting data to a spreadsheet provides users with the ability to conduct further analysis, share information with other stakeholders, and maintain accurate records of incoming shipments. This export capability ensures that users have a versatile and accessible format for reviewing, reporting, and managing inbound delivery data, supporting better decision-making and communication.

In summary, this application provides users with essential tools to manage inbound deliveries efficiently. Users can filter and view detailed lists of inbound shipments, customize their view based on specific criteria, and export data to spreadsheets for further analysis and sharing. These functionalities collectively enhance the accuracy, transparency, and efficiency of managing inbound logistics, ensuring that all incoming deliveries are properly tracked and managed from receipt to final processing.

The image displays an SAP Manage Outbound Deliveries interface. It features fields for filtering deliveries and a table listing outbound delivery IDs, studies, protocol IDs, picking dates, and picking statuses, with statuses mostly marked as Completely Processed (C).

This app has been enhanced with clinical trial-specific features, such as information about included medication numbers on item level and document recording in the Display Medication Kit app. Users can click on each delivery to see its details, such as its weight and volume. Depending on the current goods issue status, users can post a goods issue for a delivery. 

The inbound delivery is triggered automatically from outbound delivery via a dedicated output type at header level. To optimally meet the requirements during a clinical trial, the Manage Outbound Deliveries app is enhanced by the possibility to provide several clinical parameters, for example, Study ID, Protocol ID, and Medication Kit.  

Key Features

Users can leverage this application to efficiently search for, manage, and process outbound deliveries, ensuring a streamlined and organized approach to logistics. This application offers a range of functionalities designed to enhance the accuracy and efficiency of handling outbound shipments.

Firstly, the application allows users to search for outbound deliveries using basic filter options. This functionality enables users to quickly locate and identify specific outbound deliveries based on essential criteria such as delivery date, delivery status, customer name, or order number. By utilizing these basic filters, users can streamline their search process, ensuring that they focus on the most relevant deliveries that require immediate attention.

Additionally, users can search using additional filter options, including clinical supply related options. This extended functionality provides a more detailed and specific search capability, accommodating criteria such as protocol ID, medication type, study phase, or shipment destination. By applying these clinical supply-specific filters, users can ensure that they capture all relevant outbound deliveries, facilitating better organization and management of shipments related to clinical trials.

The application also enables users to sort table entries by ascending or descending order. This sorting functionality helps users organize their data in a way that enhances visibility and accessibility, allowing them to prioritize deliveries based on specific criteria. For example, users might sort entries by delivery date to focus on imminent deliveries or by customer name to group deliveries for the same recipient. Once sorted, users can select the desired filter option to further refine their view and concentrate on the most pertinent information.

Furthermore, users can post goods issue for one or multiple outbound deliveries. Posting a goods issue signifies the official dispatch of goods from the inventory, marking them as delivered and updating stock levels accordingly. This functionality ensures that inventory records remain accurate and up-to-date. Users can efficiently manage deliveries by posting goods issues for multiple shipments simultaneously, streamlining the dispatch process and ensuring timely delivery to clinical sites or other destinations.

In summary, this application provides users with powerful tools to manage outbound deliveries effectively. Users can search for deliveries using basic and advanced filters, including clinical supply-specific options, sort delivery entries to prioritize tasks, and post goods issues for single or multiple deliveries. These functionalities collectively enhance the accuracy, efficiency, and organization of managing outbound deliveries, ensuring that shipments are handled smoothly and on time.

The image depicts an SAP interface for creating physical inventory documents. It features fields for plant, storage location, and date, along with options for unrestricted-use, blocked, and quality inspection stocks. No data is currently displayed.

With this enhanced app, users can display lists of materials and choose to create physical inventory documents for selected materials.

Key Features

Users can leverage this application to thoroughly manage and conduct inventory counts for clinical trial materials, ensuring accurate and up-to-date stock information. The application provides a comprehensive set of tools designed to facilitate the search, creation, and management of physical inventory documents.

Firstly, the application allows users to search stock to be counted by various criteria such as Study, Protocol ID, material, batch, customer, or supplier identifiers. This functionality enables users to quickly locate and identify specific items that need to be included in the inventory count. By applying these search criteria, users can narrow down the list of materials to those that are relevant to their current inventory tasks. This targeted approach ensures that users can efficiently manage and prioritize their inventory counting activities, focusing on the most critical items and ensuring thorough and accurate stock assessments.

Additionally, users can create physical inventory documents for the materials directly from the detail list. This feature allows users to generate the necessary documentation to record the physical inventory count of specified materials. The documents created include all relevant details such as material descriptions, quantities, and any special handling instructions. By generating these documents directly from the detail list, users streamline the process of initiating and documenting inventory counts, reducing manual entry and the potential for errors.

In cases where serialization is required, the application also supports the inclusion of medication kits in the physical inventory documents. Serialization involves assigning unique identifiers to each kit, which is crucial for maintaining precise tracking and traceability of clinical trial materials. The application ensures that serialized items are accurately included in the inventory count, supporting compliance with regulatory requirements and enhancing the integrity of the inventory data.

In summary, this application provides users with robust tools to manage and conduct inventory counts for clinical trial materials. Users can search for stock to be counted using various criteria such as Study, Protocol ID, material, batch, customer, or supplier identifiers. Additionally, they can create physical inventory documents directly from the detail list, including medication kits when serialization is required. These functionalities collectively enhance the accuracy, efficiency, and compliance of inventory management processes, ensuring that all materials are properly tracked and documented.

The image shows an SAP interface for managing Physical Inventory Documents. Key sections include fields for document details, fiscal year, plant, storage location, planned count date, and count status, alongside buttons for applying filters and generating results.

With this enhanced app, users can display all relevant physical inventory documents such as for a particular material at a storage location.

Key Features

Users can leverage this application to efficiently manage and track physical inventory documents, ensuring accurate and comprehensive inventory management within clinical trials. The application provides a variety of functionalities designed to offer detailed insights and streamline inventory processes.

Firstly, users can get an overview of physical inventory documents. This functionality enables users to view all inventory documents related to a specific storage location or those with a certain count status. By accessing this overview, users can quickly identify which documents are currently active, completed, or require further action. This helps in maintaining a clear and organized view of all inventory activities and ensures that critical tasks are prioritized and addressed in a timely manner.

Additionally, users can display key facts in the business context. This feature includes the ability to view a micro chart that compares the counted quantity versus the book quantity, providing a visual representation of any discrepancies. Furthermore, users can see the physical inventory status of an item, such as whether it has been counted, deleted, or adjusted/recounted. By presenting these key facts, the application helps users quickly assess the accuracy of inventory counts and make informed decisions about necessary corrective actions.

The application also allows users to display clinical trial-specific information. This includes vital details such as Study, Protocol ID, and Medication Kits. By incorporating trial-specific information, users can ensure that inventory counts are accurately aligned with the specific requirements and contexts of different clinical studies. This level of detail supports compliance with regulatory standards and enhances the integrity of inventory data related to clinical trials.

Moreover, users can steer the material document posting by viewing the status of Medication Kits using columns such as "in booked stock" and "counted." This functionality provides a clear snapshot of the inventory status for each Medication Kit, helping users understand which items are currently in stock and which have been counted during the inventory process. By using these columns, users can ensure that postings are accurately aligned with the actual stock levels, thereby maintaining the reliability of inventory records.

Additionally, users can initiate a recount or post action for a physical inventory document item. This feature allows for flexibility and accuracy in managing inventory counts. For example, if discrepancies are identified, users can initiate a recount to verify the quantities. Alternatively, users can post actions such as adjustments or updates to reflect the accurate inventory status. By offering the ability to initiate these actions, the application ensures that inventory records are continuously updated and accurate, supporting effective inventory management.

In summary, this application provides users with robust tools to manage physical inventory documents efficiently. Users can get an overview of inventory documents by location or status, display key facts in a business context, view clinical trial-specific information, steer material document posting, and initiate recounts or post actions. These functionalities collectively enhance the accuracy, transparency, and efficiency of managing physical inventories, ensuring that all materials are properly tracked and documented within clinical trials.

The image displays a dashboard with six options, each labeled with a task: Manage Shelf Life Extensions, Manage Molecule-Based Descriptions for Printing, Packaging Verification, Assign Batches to Purchase Order Items, Physical Inventory Document Overview, and Create Physical Inventory Documents.

With this enhanced app, users can enter the count results for physical inventory document items.

Key Features

Users can leverage this application to effectively manage and execute physical inventory counts, ensuring accurate and efficient tracking of materials within their inventory. This application provides a comprehensive set of functionalities designed to enhance the process of counting and validating inventory items.

Firstly, the application allows users to search for physical inventory documents that contain materials that are ready to be counted. This functionality enables users to quickly locate and identify specific inventory documents that are prepared for counting. By applying search filters, users can narrow down the list to focus on the relevant documents, ensuring that they prioritize and organize their counting tasks effectively. This targeted approach helps streamline the inventory counting process and ensures that all ready-to-be-counted materials are addressed promptly.

Additionally, users can scan by serialized trade item numbers (SGTINs), including validations. This feature allows users to utilize barcode scanning technology to capture SGTINs for each item being counted. The application includes built-in validations, ensuring that the scanned data is accurate and complies with the established inventory rules. By scanning SGTINs, users can efficiently and accurately record the inventory data, minimizing the risk of human error and enhancing the overall integrity of the inventory count.

Moreover, the application enables users to work on physical inventory documents for which they want to count items. This functionality provides users with the flexibility to select and manage specific inventory documents that require counting. Users can enter counted quantities, update item statuses, and make necessary adjustments directly within the application. By working on these documents, users ensure that all inventory activities are accurately recorded and that the inventory data reflects the actual stock levels.

In summary, this application offers users a robust set of tools to manage physical inventory counts efficiently. Users can search for inventory documents containing materials ready to be counted, scan items using serialized trade item numbers (SGTINs) with built-in validations, and work on specific physical inventory documents. These functionalities collectively enhance the accuracy, efficiency, and organization of the inventory counting process, ensuring that all materials are properly tracked and documented within the inventory system.

Log in to track your progress & complete quizzes