Create Shop Order Pick List

Explanation

This activity is used to create pick lists to pick reserved material from shop order(s). This list contains the material to be used in manufacturing the shop order and is used as a basis for picking reserved material from inventory. A pick list does imply a physical reservation of parts and it points out the locations at which the parts have to be picked. You can choose only to create the pick list, or to create it and print both at this step.

There are several ways of how to create pick list(s) for shop order(s):

• For a single shop order: One or several pick lists will be created including the reserved material not already included on a pick list.
• For a number of selected shop orders: One or several consolidated pick lists will be created including the reserved material not already included on a pick list for all selected shop orders. I.e., one pick list may include pick list lines from different shop orders.
• From scheduled database task: One or several consolidated pick lists will be created including the reserved material not already included on a pick list for all shop orders on the site. I.e., one pick list may include pick list lines from different shop orders.

When consolidating pick lists for several shop orders, the reservations are collected from the selected shop orders and then distributed to several pick lists, depending on the type of consolidation. For instance, you can collect all reserved lines that are not yet on a pick list for the whole site and then create one pick list per warehouse. The selection can be narrowed down in several ways.

Prerequisites

To perform this activity, a shop order material line with a reserved quantity not already included on a pick list must exist.

System Effects

As a result of this activity:

• One pick list is created per warehouse, bay, row tier, bin, order no, production line, work center, department, project ID or location group is created including the reserved material not already included on a pick list for the selected shop order(s).
• If the Print Pick List check box is selected, a pick list report is created and possibly printed. The Pick List Report check box in the History tab of the Shop Order window is automatically selected. If the report is also printed, the Pick List Printed check box in the Report Picking of Shop Order Pick List window is automatically selected.
• If the Create Warehouse Task check box is selected, one pick list per location group and one warehouse task per pick list is created.

Window

Shop Order
MRO Shop Order
Disposition Shop Order
Shop Orders
Shop Order Operations
Shop Floor Workbench
Production Line Management

Related Window Descriptions

Shop Order
Shop Order/Operations
MRO Shop Order
MRO Shop Order/Operations
Disposition Shop Order
Disposition Shop Order/Operations
Shop Orders
Shop Order Operations
Production Line Management
Production Line Management/Shop Orders
Shop Floor Workbench
Shop Order Pick List Options
Create Pick List(s) for Shop Order(s)
Create Shop Order Reports

Procedure

Create only the pick list from the Shop Order, MRO Shop Order, Disposition Shop Order, Shop Orders and Production Line Management/Shop Orders windows:

1. Select the shop order(s) for which you want to print a pick list. Within Shop Order, you can choose only one shop order for which to print a pick list. However, within Shop Orders, you can choose multiple shop orders by highlighting multiple rows.
2. Right-click, point to Reports and then click Pick List, the Shop Order Pick List Options dialog box appears.
3. In the Pick List(s) per list, select the required type of consolidation.
4. If you want to print the pick list, select the Print Pick List check box.
5. If you want to print media images and texts connected to the inventory part on the pick list, select the Print Attached Media Items check box.
6. If you want to also print documents connected to the shop order material line, select the Print Attached Documents check box.
7. If you want to aggregate pick list lines for complete handling units into a single summarized row on the pick list report, select the Aggregate Complete Handling Units check box.
8. If you want warehouse task(s) to be created, select the Create Warehouse Task check box.
9. If you want to run the process as a background job, select the Run in Background check box.
10. If you want to add further selection parameters, click Advanced, the Shop Order Pick List - Additional Parameters dialog box opens. Enter the values for the required additional parameters and click OK.
11. Click OK to proceed, the Report Format and Output dialog box opens if the Print Pick List was selected.
12. Select the Print check box and click OK to print the report directly, click Cancel to abort the print job, or click Preview to preview the report.
13. If you select Preview, the report is displayed for review. After reviewing it, click OK to print the report.

Create the pick list together with other shop order reports from the Shop Order, Shop Orders or Shop Floor Workbench windows.

1. Select the shop order(s) for which you want to print a pick list. Within Shop Order and Shop Floor Workbench windows you can choose only one shop order for which to print a pick list. However, within Shop Orders, you can choose multiple shop orders by highlighting multiple rows.
2. Right-click and then click Create Reports, the Create Shop Order Reports dialog box opens.
3. Select the Pick List Report Check box.
4. In the Pick List(s) per list, select the required type of consolidation.
5. If you want to print the pick list, select the Print Pick List check box.
6. If you want to print media images and texts connected to the inventory part on the pick list, select the Print Attached Media Items check box.
7. If you want to also print documents connected to the shop order material line, select the Print Attached Documents check box.
8. If you want to aggregate pick list lines for complete handling units into a single summarized row on the pick list report, select the Aggregate Complete Handling Units check box.
9. If you want warehouse task(s) to be created, select the Create Warehouse Task check box.
10. If you want to run the process as a background job, select the Run in Background check box.
11. If you want to add further selection parameters, click Advanced, the Shop Order Pick List - Additional Parameters dialog box opens. Enter the values for the required additional parameters and click OK.
12. Click OK to proceed, the Report Format and Output dialog box opens if the Print Pick List was selected.
13. Click OK to print the report directly, click Cancel to abort the print job, or click Preview to preview the report.
14. If you select Preview, the report is displayed for review. After reviewing it, click OK.

Creating pick list report for a specific shop order operation from the Shop Order/Operations, MRO Shop Order/Operations, Disposition Shop Order/Operations, Shop Order Operations and Shop Floor Workbench windows:

1. Select the operation for which you want to create a pick list.
2. Right click and then click Pick List per Operation, the Shop Order Pick List Options dialog box opens. The Operation No has been entered as a selection criteria.
3. In the Pick List(s) per list, select the required type of consolidation.
4. If you want to print the pick list, select the Print Pick List check box.
5. If you want to print media images and texts connected to the inventory part on the pick list, select the Print Attached Media Items check box.
6. If you want to also print documents connected to the shop order material line, select the Print Attached Documents check box.
7. If you want to aggregate pick list lines for complete handling units into a single summarized row on the pick list report, select the Aggregate Complete Handling Units check box.
8. If you want warehouse task(s) to be created, select the Create Warehouse Task check box.
9. If you want to run the process as a background job, select the Run in Background check box.
10. If you want to add further selection parameters, click Advanced, the Shop Order Pick List - Additional Parameters dialog box opens. Enter the values for the required additional parameters and click OK.
11. Click OK to proceed, the Report Format and Output dialog box opens if the Print Pick List was selected.
12. Click OK to print the report directly, click Cancel to abort the print job, or click Preview to preview the report.
13. If you select Preview, the report is displayed for review. After reviewing it, click OK to print the report.

Creating pick lists using the Create Pick List(s) for Shop Order(s) dialog box:

1. Open the Create Pick List(s) for Shop Order(s) dialog box via the navigator.
2. Enter the site for which you want pick list(s) to be created in the Site field.
3. In the Pick List(s) per list, select the required type of consolidation.
4. If you want to print media images and texts connected to the inventory part on the pick list, select the Print Media Items check box.'
5. If you want to aggregate pick list lines for complete handling units into a single summarized row on the pick list report, select the Aggregate Complete Handling Units check box.
6. If you want warehouse task(s) to be created, select the Create Warehouse Task check box.
7. If you want to run the process as a background job, select the Run in Background check box.
8. If you want to add further selection parameters, click Advanced, the Shop Order Pick List - Additional Parameters dialog box opens.
9. Enter the values for the required additional parameters and click OK.
10. Click OK or, if you want to create a scheduled task, click Schedule.