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 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 list from the navigator. Open the Create Pick List(s) for Shop Order(s)
dialog.
- To create the pick list from the navigator together with order shop order reports. Open the
Create Shop Order Reports assistant, enable the Pick List option and
click Next.
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.