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.
Pick list can be created using the methods and pages described below:
-
To create the pick list
from the Shop Order, Disposition Shop Order,
Shop Orders and Production Line Management/Shop
Orders pages. Select the relevant shop order(s), click
Reports and then click Pick List.
- To create the pick list together
with other shop order reports from the Shop Order,
Shop Orders
and Shop Floor Workbench
pages. Select the relevant shop order(s), click
Reports
and then click
Create Reports.
Enable the Pick List
option and click Next.
- To create the pick list for a specific shop order operation from the
Shop Order/Operations, Disposition Shop Order/Operations
and Shop Order Operations pages. Select the
relevant operation. Click Reports and then click Pick List per
Operation.
- To create the pick lists from the navigator. Open the Create Pick List(s) for Shop Order(s)
dialog.
In the dialog:
- In the Pick List(s) per list, select the required type of consolidation.
- If you want to print the pick list, enable Print Pick List.
- If you want to print media images and texts connected to the inventory
part on the pick list, enable Print Attached Media Items. Note
that Media Print Option must be set to Print
or As Attachment for the media item.
- If you want to also print documents connected to the shop order material
line, enable Print Attached Documents.
- If you want to aggregate pick list lines for complete handling units
into a single summarized row on the pick list report, enable
Aggregate Complete Handling Units.
- If you want warehouse task(s) to be created, enable Create Warehouse
Task.
- If you want to run the process as a background job, enable Run
in Background. This option is not available if the pick list is
printed.
- If you want to limit the material lines to include on the pick list,
enter the relevant filter criteria in the Shop Order Material
Parameters and Additional Parameters/Options sections.
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
- 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 option is enabled, a pick list report
is created and possibly printed. The Pick List Report field in
the Reports section of the
Shop Order page is automatically
indicated. If the report is also printed, the Pick List Printed
field in the Report Picking of Shop Order Pick List
page is indicated.
- If the Create Warehouse Task option is enabled, one pick
list per location group and one warehouse task per pick list is created.