Report Warehouse Task - Pick List

Explanation

When you handle customer orders and shipments with stored sales parts, they need to be reserved and picked on a specific inventory location. Whenever the parts are picked, the packing staff should enter what, how much, and from which inventory location they have picked the parts for each specific order and shipment.

The picking is reported in Warehouse Task/Report Picking of Customer Order tab. You can confirm the picking by using Report Picking option or by using the Complete Task option in the My Warehouse Task window. You can pick both fewer and more parts than stated on the pick list. You only need to change the quantity on those order lines that deviate from the pick list; the remaining lines are reported according to the pick list. If you pick fewer parts than stated on the pick list line, the remaining quantity is released, unless you use shipment inventory and choose to keep remaining reservations at partial picking via the order type or shipment type. Partial picking is useful if you are not able to pick everything at the same time due to some constraint (e.g., what you pick does not fit on the forklift or in the handling unit you pack into), then you can pick multiple times until you have picked everything.

Picking can also be done on an aggregated level, either aggregated by handling unit or by location.

Note that for catch unit enabled parts, it is required to specify the catch quantity picked. This applies when you try to report picking, using less than the full quantity for the inventory part in stock.

Prerequisites

The customer order lines and shipment lines must have been reserved.
A pick list must have been generated and printed.
The warehouse task must have the Started status and be assigned to your worker ID.
If you want to use multiple units of measure when entering the quantities to pick, the inventory part must have been connected to an Input UoM Group, and also the Customer Usage Allowed check box on one or more input UoMs (belonging to that input UoM group) must have been selected.

System Effects

The customer order line(s) and shipment line(s) are reported as picked. Reservations for parts not pick-reported are dropped, unless you pick on line level and have chosen to keep remaining reservations at partial picking.
If the Close check box is marked to close the order line after picking, the order line will not receive the Partially Delivered status when the delivery is made. Instead the order line receives the status Delivered.
The warehouse task is closed and the actual date finished is set for the task.

Window

Warehouse Task

Related Window Descriptions

Warehouse Task
Input UoM Parameters

Procedure

Open the Warehouse Task window.
Search for your warehouse task by using the populate or query functions.
If you want to print the pick list, click the Warehouse Task/Report Picking of Customer Order tab, right-click and then click Print Pick List.
If you want to report the entire pick list, right-click and then click Report Picking.
If you want to pick report part of the pick list, click Warehouse Task/Report Picking of Customer Order/Detail tab. In the Qty to Pick field, state the correct quantity of parts that have been picked, and right-click and then click Report Picking from Selected Locations.
A message informs you that the selected pick list will be pick-reported. Click OK to confirm.
If the parts are serial-tracked at receipt and issue but not serial-tracked in inventory, a dialog box appears where the serial numbers that have been picked should be identified. Click OK when completed.
In case you have entered a quantity greater then the revised quantity, i.e., the quantity stated on the order line, the Overpicked Order Lines dialog box will appear. To confirm the pick-report, click OK in the dialog box.
If you want to pick report per handling unit or by location, click Warehouse Task/Report Picking of Customer Order/Aggregated tab. Select the aggregated lines that should be pick reported, then right-click and then click Report Picking.
If the parts are to be delivered into a shipment location, a dialog box displays an inventory as default value. If you approve this location, click OK to confirm. However, if you have access to several shipment locations and wish to place the part in another location, click on the list to view a list of all existing shipment locations. You can change an inventory by selecting it and confirming the transaction by clicking OK.
If the picking was done by selecting lines and then selecting Report Picking from Selected Locations from the operations menu (see step 5), and you pick less than all the pick list lines corresponding to the same order line without closing them, and you have not chosen to keep reservations at partial picking into shipment inventory, then you will get a question to decide whether or not the remaining reserved quantity should be kept and possibly picked later.

Note: In some of the above situations, if you have connected the part to an input UoM group and selected the Sales Usage Allowed check box for that group, then you can use the multiple units of measure feature. That is, you can enter the quantities of picked parts, in input units other than the inventory unit of measure. You can select an input UoM from the Input UoM list, and enter the parameters (either in the Input Qty field or the Input UoM Parameters window).