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.
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 page. For inventory parts, query for the
order in question and enter the required quantity in the Qty to Pick field. For inventory parts click
Report Picking of Pick List Lines. Click OK in the dialogs 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.
- Incomplete packages will only be possible to be added to a pick list, when the Allow Incomplete
Packages at Reservation and Pick List Creation setting is enabled in package part page
and the backorder options that allows to deliver incomplete packages is used.
System Effects
- Pick list will be generated for every location group and will be ready to be printed via the Print Pick
List page.
- 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.