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Cartonization Planning with WOCR and POSC in Outbound Logistics in SAP EWM

GowthamParasa
Participant
‎2025 May 22 8:52 PM
3,558

Introduction:

  • Cartonization Planning in SAP EWM is a proactive, system-driven process used to determine the most efficient way to pack outbound delivery items before any physical picking or packing begins.
  • It calculates the optimal number, size, and type of Handling Units (HUs) required based on detailed product characteristics such as volume, weight, and dimensions.
  • By doing so, the system generates Planned Shipping Handling Units (PSHUs)—virtual representations of how items should be packed.
  • These PSHUs serve as a blueprint during warehouse execution, guiding the creation of actual Pick-HUs and streamlining downstream processes like picking, packing, staging, and loading.
  • This not only reduces packaging waste and handling time but also ensures consistency, cost-efficiency, and compliance with shipping requirements.
  • For instance, if a delivery contains 10 items with different weights and volumes, Cartonization Planning helps predefine virtual cartons (PSHUs), guiding the picker to use exactly two Pick-HUs during execution.

                            Below is the Picture which Shows how Cartonization Works       

GowthamParasa_1-1747941087987.png

  • PSHUs in SAP EWM can be created through the following methods:
  1. Outbound Delivery Orders.
  2. Wave.
  3. Warehouse order Creation Rule (WOCR).

 This blog explains how Cartonization Planning can be executed using Warehouse Order Creation Rules (WOCR) integrated with the POSC (Process-Oriented Storage Control) scenario.

Configuration Required:                                     

  • Activate the BC Sets: /SCWM/CAP*   T-code: SCPR20     

GowthamParasa_2-1747941203682.png

Activate all the above BC Sets and copy your warehouse number for all the BC sets.

  • Configure Cartonization Planning on Warehouse Number Level.

Simg --> SCM EWM --> EWM --> Goods Issue Process --> Cartonization Planning --> Configure Cartonization Planning on Warehouse Number Level.                            

GowthamParasa_3-1747941203683.png

The above Determination Procedure and Layout will be Automatically Assigned to our warehouse once we activate the BC Sets.

  • Configure Cartonization Planning on Warehouse Number Level.

Simg --> SCM EWM --> EWM --> Goods Issue Process --> Cartonization Planning --> Define Algorithm profiles for Cartonization Planning.

GowthamParasa_4-1747941203704.png

GowthamParasa_5-1747941203721.png

GowthamParasa_6-1747941203730.png

  • Define Access Sequence for Algorithm Profiles.

Simg --> SCM EWM --> EWM --> Goods Issue Process --> Cartonization Planning --> Define Access Sequence for Algorithm Profiles.                  

                                      GowthamParasa_7-1747941203732.png          

             GowthamParasa_8-1747941203733.png

  • Define Process Profiles for Cartonization Planning.

Simg --> SCM EWM --> EWM --> Goods Issue Process --> Cartonization Planning --> Define Process Profiles for Cartonization Planning.

GowthamParasa_9-1747941203737.png

  • Determine Process Profiles for Cartonization Planning.

Simg --> SCM EWM --> EWM --> Goods Issue Process --> Cartonization Planning --> Determine Process Profile for Cartonization Planning    

GowthamParasa_10-1747941203738.png

  • To Enable Automatic PSHU Creation we need to enable BADI in our system

                              BADI : /SCWM/EX_CAP_ALGORITHM. (Go to T-code Se18 and See whether the BADI is Activated or not).

GowthamParasa_11-1747941203743.png

                                            Packaging Specification:

  • Simg --> SCM EWM --> EWM --> Master Data --> Packaging Specification --> Define Packaging Specification Group.                               

                     GowthamParasa_12-1747941203744.png

  • Simg --> SCM EWM --> EWM --> Master Data --> Packaging Specification --> Maintain Structure of Packaging Specification.

Define Level type:                                    

GowthamParasa_13-1747941203747.png

Define Element Type:

GowthamParasa_14-1747941203747.png

Define Level Set:                   

GowthamParasa_15-1747941203754.png

Define WorkStep:

GowthamParasa_16-1747941203756.png

Define Packaging Material Type:

GowthamParasa_17-1747941203757.png

Assign Packaging Material type to Element Type:

GowthamParasa_18-1747941203758.png

Assign Work Step to Packaging Material type:

GowthamParasa_19-1747941203760.png

Now Assign Level Set in the Packaging Specification Group:                        

GowthamParasa_20-1747941203761.png

                                              Warehouse Order Creation Rule:

 Simg --> SCM EWM --> EWM --> Cross-Process Settings --> Warehouse Order:

Define Packing Profile for Warehouse Order Creation Rule:

GowthamParasa_21-1747941203763.png

Define Creation Rule for Warehouse Order:

GowthamParasa_22-1747941203773.png

Define Search Sequence for Creation Rules for Activity Areas:

GowthamParasa_23-1747941203778.png

Now Assign WOCR in WPT:

GowthamParasa_24-1747941203782.png

                                                  Master Data:

  • Define Number Ranges for PSHU:

Simg --> SCM EWM --> EWM --> Goods Issue Process --> Cartonization Planning --> Define Number Ranges for Identification of PSHUs

GowthamParasa_25-1747941203783.png

  • Determine Algorithm Profiles for Cartonization Planning: (/n/scwm/cappdet)

GowthamParasa_26-1747941203785.png

  • Create Packaging Material: (T-code: MM01)  (Give Weight, Volume for the Packaging Material)       

GowthamParasa_27-1747941203788.png

For Testing Purpose, Here Volume is taken as 10 L , Gross Weight is taken as 20 KG and Net weight is Taken as 15 KG and Material Type will be VERP.

  • Maintain Packaging Specification – (/n/scwm/Packspec)     

GowthamParasa_28-1747941203791.png

GowthamParasa_29-1747941203797.png

GowthamParasa_30-1747941203804.png

GowthamParasa_31-1747941203811.png

GowthamParasa_32-1747941203815.png

  1.    Activate Log for CAP – Object: CAP ----- /n/scwm/ACTLOG

GowthamParasa_33-1747941203817.png

  1. Assign bin for Auto Pick HU Creation: /n/scwm/Seba

GowthamParasa_34-1747941203819.png

  1. Now go to Packaging Specification : (/n/scwm/Packspec)

Add Packaging Profile Condition:

GowthamParasa_35-1747941203825.png

                                            Testing:

Create an outbound Delivery in vl01n:

GowthamParasa_36-1747942010019.png

Now Save it.

GowthamParasa_37-1747942010020.png

Here Outbound Delivery got Distributed to EWM.

Now go to T-code: /n/scwm/PRDO and enter the Delivery Number and Execute:

GowthamParasa_38-1747942010032.png

Now Create the Warehouse Task:

GowthamParasa_39-1747942010040.png

Now Click on Create and Save it and warehouse Task will be created.

GowthamParasa_40-1747942010042.png

Now go to Confirm in the Warehouse Task tab and Check the WOCR and Product WT:

GowthamParasa_41-1747942010053.png

Go to Pick-HU Tab:

GowthamParasa_42-1747942010062.png

Don’t Confirm the Warehouse Order as of now and take the Delivery Number and go to Monitor and execute it:

GowthamParasa_43-1747942010066.png

 

GowthamParasa_44-1747942010080.png

Now Check the Warehouse Order, Warehouse Task, HU and PSHU tabs for the above Delivery.

Go to PSHU Tab to see if the system generated any PSHU’s:

GowthamParasa_45-1747942010092.png

Now go to Warehouse Order Tab:

GowthamParasa_0-1747942891426.png

Now go to Warehouse Task Tab and confirm WT in Background:

GowthamParasa_1-1747942891434.png

GowthamParasa_2-1747942891445.png

Now before Confirming the Open Warehouse Task, Go to Handling Unit tab and you can observe  Pick-Hu created by system with Weight volume Packaging material type, Packaging type , Packaging Group as shown below:

GowthamParasa_3-1747942891455.pngNow Click on HU Identification Tab:

GowthamParasa_4-1747942891464.png

Now Confirm the Open Warehouse Task in the Background:

GowthamParasa_5-1747942891473.png

Now once the Open Warehouse Task got Confirmed, go to Packing Work Centre (/n/scwm/Pack). You can see in Single Pack Bin, Two Products are Packed already as shown below:

GowthamParasa_6-1747942891481.png

Now Close the HU by clicking on the below Highlighted Symbol:

GowthamParasa_7-1747942891486.png

After CloseHU, Click on Save and task will be created as shown below:

GowthamParasa_8-1747942891494.png

Now go back to Monitor and Refresh it and you can observe Next Task for Staging will be Created by the System Automatically.

GowthamParasa_9-1747942891501.png

Now Confirm the Open Staging Warehouse Task in the Background and then system Automatically creates Loading step as shown below:

GowthamParasa_10-1747942891512.png

Now Confirm the Warehouse task for Loading in the Background:

GowthamParasa_11-1747942891520.png

Now Go back to Desktop and you can observe Picking, Packing and Loading Status are completed, and Goods is not Started.

GowthamParasa_12-1747942891534.png

Now do the Goods Issue and System will generate Outbound Delivery as shown below:

GowthamParasa_13-1747942891550.png

Conclusion:

Cartonization Planning with WOCR ensures optimized HU creation before picking begins. By virtually simulating packing scenarios through PSHUs, warehouses can reduce waste, speed up operations, and streamline the pick-pack-ship process. If implemented correctly, it’s a powerful enhancement to standard outbound flows in SAP EWM.

 

 

 

 

 

 

 

 

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