PRINT RESERVATION PICK LISTS
Use this report to view listings of reservations so that stockroom personnel can pull the reserved parts from the stockroom. The report shows all reserved parts for the selected warehouse, reservation, requester employee, project, and planner.
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Location
Selection Ranges
Warehouse
Option
This field always displays One.
Start
Enter, or click 
to select, the warehouse ID of the reservations to be printed.
Reservation
Option
Select the range option from the drop-down list for reservations to be printed. The available options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
Start, End
Enter, or click to select, the reservation that will be the starting or ending point for the range of reservations to be printed on this report.
Requester
Option
Select the range option from the drop-down list for the requester employees to be printed. The available options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
Start, End
Enter, or click to select, the requester employee that will be the starting or ending point for the range of requesters to be printed on this report.
To Project
Option
Select the range option from the drop-down list for projects to be printed. The available options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
Start, End
Enter, or click to select, the project that will be the starting or ending point for the range of projects to be printed on this report.
Planner
Option
Select the range option from the drop-down list for planners to be printed. The available options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
Start, End
Enter, or click to select, the planner that will be the starting or ending point for the range to be printed on this report.
Need Date Cutoff
Option
This field always displays One.
Start
Enter, or click 
to select, the last need date allowed for printed reservations, or leave blank to allow all need dates.
Purchase Order
Option
Select the range option from the drop-down list for purchase orders to be included. The available options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
Start, End
Enter, or click to select, the purchase orders that will be the starting and ending points for the range of purchase orders to be included on this report.
Sort By
1st Sort
Select an option from this drop-down list to define the basis for sorting the pick lists. Your options are:
-
Line Number — This is the default setting. When you select this option, the application sorts the pick list items by reservation line number. The printout lists one reservation at a time and within each reservation, the reservation lines list in ascending line number order. For each line number, non-zero On Hand and Shipping type locations list by ascending alphanumeric order of location ID (if available).
-
Preferred Location — Select this option to determine, through the following process, the preferred location of the part:
-
-
The application looks for the preferred location for the part project that matches that of the part reservation's inventory abbreviation code and a warehouse matching that of the part project's preferred warehouse.
-
If no match is found above, the row does not exist, or the preferred location quantity is zero, the part's default location is used (if the part's default warehouse matches that of the reservation).
-
If no match is found above, the value is null or the default location quantity is zero, the first inventory location for the part/warehouse with a location quantity greater than zero (and a location type On Hand or Shipping) is used, based on ascending alphanumeric order of the location ID for the reservation warehouse.
-
If no location with a quantity greater than zero and location type of On Hand or Shipping is found for the reservation line, the line is printed at the end of the report, listed by ascending line number order.
The secondary sort is by reservation line number.
The report prints one reservation at a time. Within each reservation, applicable primary locations (as determined above) are listed in ascending alphanumeric order of location ID. All parts with the same primary location are grouped together. Within each primary location, the reservation lines print in ascending reservation line number order. For each reservation line number, the primary location row is listed first, and then other non-zero On Hand and Shipping locations are included by ascending alphanumeric order of location ID.
Options
Reservation Type
Issues
Select this check box to print issue reservations.
Transfers
Select this check box to print transfer reservations.
POs/Requisitions
Select this check box to print reservations for purchase orders and requisitions.
Include Lines Past Need Date Cutoff
Select this check box to print reservation lines that are past the need date cutoff.
Include Pending Requests
Select this check box to print request lines that have not been approved.
Print Previously Printed Pick Lists
Select this check box to print pick lists that have already been printed. If a pick list has been printed, DUPLICATE displays at the top of the printout.
Print Floor Stock Parts
Select this check box to print floor stock parts on the pick list.
Print Backflush Parts
Select this check box to print backflush parts on the pick list.
Print Serial/Lot
Select this check box to include serial/lot inventory information on the pick list. If the Enable Inventory Serial/Lot Tracking check box is selected on the Configure Serial/Lot Settings screen, this check box is selected upon opening this screen.