Create Consolidated Pick List for Shipments

Explanation

This activity is used to create consolidated (or collective) pick lists. A consolidated pick list is a way of grouping a pick list based on certain selection criteria. This gives you the possibility to choose how your pick lists are to be consolidated, e.g., per shipment, deliver-to-customer number, routes, and planned ship periods.

In the Parameters area, you can specify the site for the records that are to be included in the pick lists, i.e., the pick lists will be created for all the shipments matching the specified criteria.

In the Pick List(s) per list, you can specify how you want to consolidate the pick list, e.g., whether you want to create a separate pick list per shipment, deliver- to-customer number, route, forward agent etc.

Default settings can be used by selecting the Default feature. Default settings are derived from the Database Tasks window set by the administrator.

The Advanced feature enables you to specify additional selection criteria for the records to be included in the pick list. For example, forward agent, location group, deliver-to-customer number, etc. Entry can be made using special symbols like the ones used in the search dialog boxes. For example, ;, %, =. You can use the wildcard percentage symbol (%) for selecting every possible value for that field. E.g., entering % in the Shipment ID field will include all shipment lines in the consolidated pick list. Entering 2% will include all shipment lines with an Shipment ID beginning with the number 2.

The Max Shipments Per Pick List field enables you to specify how many shipments of those matching the specified criteria, should be included per pick-list. You can either enter a specific value or use the wildcard percentage symbol (%) to include any number of shipments on a pick list.

The Include Shipments list controls how you want the shipments to be included in the pick list. The Within Selection Parameters option makes all reserved material of a shipment fitting the selection parameters be included in the consolidated pick list. The Complete within Selection Parameters option makes sure that all reserved material of a shipment fitting the selection parameters is included in the consolidated pick list provided that all shipment lines can be picked completely. If at least one shipment line cannot be picked completely, no pick list will be created at all for that shipment. The All Lines option enables you to include all lines that are ready to be picked of a particular shipment, if at least one line in that shipment matches the specified criteria. This will make sure that you have the option to keep a shipment together when creating a pick list.

The Only Handling Units to be Picked in One Step check box indicates if the pick list should only include top level handling units completely reserved by one demand line. For instance this will be beneficial when using bulk zones and handling units. With this check box you can distinguish the handling units that you can pick in one step, from the handling units that you have to move and then pick as a second step i.e. handling units partly reserved or reserved by many demand lines.

You can create a pick list consolidated per shipment ID using the Create Pick List right mouse button option on the shipment. Note that the creation of a pick list in the shipment can be done automatically in the shipment flow if the shipment type allows this. This is only possible for connected shipment lines that have been reserved.

Prerequisites

The shipment lines must have been reserved in order to appear on the pick list.

System Effects

• One or more consolidated pick lists matching the indicated selection criteria will be created. The pick lists can be viewed in the Not Reported Pick List Lines window.
• If the Print Pick List check box is not selected, the pick list can be printed in the Print Pick List window.
• If you have scheduled the task as a background job, the task will be automatically performed based on the specified selection criteria.
• When a consolidated pick list is created in the shipment using the Create Consolidated Pick List for Shipments dialog box, the next event in the shipment flow will not be triggered even if the shipment type allows this. In this case, any optional events defined to be executed at the creation of the pick list and the printing of the pick list will be triggered.
• If there are lines belonging to shipments with different values for the shipment location specified in the shipment header, they shall be included in different pick lists.

Window

Create Consolidated Pick List for Shipments  
Shipment
Shipments

Related Window Descriptions

Create Consolidated Pick List for Shipments
Create Consolidated Pick List for Shipments - Additional Parameters
Shipment
Shipments

Procedure

You can either create a consolidated pick list directly (procedure A) or schedule the task as a background job (procedure B).

A. To perform the create consolidated pick list task directly:

1. Open the Create Consolidated Pick List for Shipments dialog box.
2. A value is required in the Site field. You can enter a value or click List to select one from the List of Values. Only shipment lines entered for this site will appear on the pick list.
3. If you want the pick list to be printed automatically for all the shipment lines included in the consolidated pick list, select the Print Pick List check box. If this check box is not selected, the pick list(s) must be printed manually. The setting defined in the Print Pick List check box overrides the shipment type settings for the included shipment lines.
4. Specify how you want to consolidate the pick list, e.g., whether you want to create a separate pick list for each deliver-to-customer number, route, forward agent, etc. Do this by selecting the appropriate value in the Pick List(s) per list.
5. Click OK to create the consolidated pick lists.

To specify additional selection criteria:

1. In the Create Consolidated Pick List for Shipments dialog box, click Advanced.
2. Choose the appropriate parameters. You can either enter a value or click List to select from the List of Values. Note that selection can be made using special symbols like the ones used in the search dialog boxes. For example, ;, %, =, etc.
   • The values in the Until Planned Due Date and Until Planned Ship Date fields must be specified in the date format. Shipment that satisfies the selection parameters that has a due date and shipping date prior to the values entered in the Until Planned Due Date and Until Planned Ship Date fields respectively will be included in the consolidated pick list.   
3. You can select All Lines in the Include Shipments list if it is required to include all shipment lines that are ready to be picked of a specific shipment with at least one line matching the selection criteria.
4. If the necessary selection criteria have been defined, click OK to create the consolidated pick lists.

Note: Click Default if you want to use the default settings.

B. To schedule the create consolidated pick list task as a background job:

1. Click Schedule and select the necessary settings.