Create Pick List
Explanation
When handling customer orders with stored sales parts, they need to be reserved and
picked on a specific inventory location. Whenever the parts are reserved, a pick list
needs to be created and printed in order to inform the packing staff of what and how much
to pick for each specific order.
There is one pick list is created for each location group.
Customer order lines that have the Shipment
Creation option set to At Pick List Creation, will be connected to a shipment during the
creation of the pick list. For these order lines the created pick list will
always be created as a consolidated pick list per shipment ID. Note,
from now one whether or not to print the pick list
automatically in the flow, will be controlled by the shipment type instead of the
order type.
The pick list must be printed manually.
Print the pick list by using the
Print Pick List
window.
If a pick list has been created, and you no longer
want to pick and deliver the entire
reserved quantity,
it is possible to change this in the
Report Picking of Pick List Lines
window. For inventory parts, query for the order in question
and enter the required quantity in the Qty to Pick field. For inventory parts right-click and then click Report Picking of Pick List
Lines. Click
OK in the dialog boxes that are displayed. The
quantity you do not want to pick is no longer reserved.
Prerequisites
- The customer order line(s) must have been reserved.
- Order lines must have the Shipment
Creation option set to At Pick List Creation in order to be connected to a
shipment.
System Effects
- Pick list will be generated for every location group
and will be ready to be printed via the
Print Pick List
window.
- Depending on the backorder option selected for the
customer orders and package parts, it will not be possible to create pick lists for partially reserved orders and order lines.
It should be noted that the backorder option feature applies only to
inventory sales parts.
- No changes can be done to the reservation when the pick list is created.
- Depending on the shipment creation option, order
lines will be connected to an existing applicable shipment or a new
shipment, and the pick list(s) will be
created as a consolidated pick list per shipment ID.
The reservation is transferred from the customer order line to the shipment
when connected to shipment.
- For order lines connected to a shipment, any optional events, defined to
be executed at pick list creation in the shipment flow, will be triggered.
Then the next event in the shipment flow will be triggered if the shipment
type allows this.
Window
Create Pick List for Customer
Orders
Quick Order Flow Handling
Related Window Descriptions
Create Pick List for Customer Orders
Quick Order Flow Handling
Procedure
- Search for the required customer order(s) via the Populate or Query function.
- Select the required customer order(s) and create a pick list by
right-clicking and then clicking Create Pick List.
- A message box informs you that a pick list will be created. Click OK
to confirm.