PRINT SALES ORDER PICK LISTS

Use this screen to print pick lists for any sales order with pending material to be issued. You can select pick lists (or pick tickets) by Catalog, Customer, Project, and Sales Order. You can then sort the lists by SO Line Number, Item or by Preferred Location. You can also pick material by item due date or ship by date.

The pick lists display the stock locations where the items can be found. There is additional space provided for stockroom personnel to indicate the locations, quantities, pick dates, and material handler IDs of the items pulled. For each line, the basic part description prints as the pick list item description, and the SO line type prints below the Part/Description row on the report for non-inventory line types. Previously printed pick lists say DUPLICATE at the top..

Components print for component level issues. If components are to be processed and issued, the SO line's components are included on the pick list. Inventory information for INV type components displays similar to regular SO lines.

Print pick lists any time after order entry and approval.

Print Pick Lists

Select By

Use this drop-down list to select a category for generating pick lists. Valid options are Catalog, Customer, Project, and Sales Order. Once you select the category from this drop-down list, use the Range Option to indicate which pick lists print for the Catalog, Customer, Project, or Sales Order range.

If you select the Sales Order option, only pick lists for open and approved sales orders print. Similarly, only O (Open) sales order lines print on pick lists.

Range Option

Use this drop-down list to select the range for generating pick lists based on the value in the Select By drop-down list. Valid options in this drop-down list include All, One, Range, From Beginning, and To End. The default for this field is All.

From

Enter, or use to select, a single value/ID or the beginning value/ID for the range. This field is available if you select One, Range, or To End from the Range Option drop-down list.

Rel

This field is currently unavailable.

To

Enter, or use to select, the ending value/ID for the range. This field is available if you selected Range or From Beginning from the Range Option drop-down list.

Rel

This field is currently unavailable.

List Mode

Select this check box to enable list mode, in which you can set up multiple range selections for pick list generation. After entering a range option, use the Apply button to add the option to the list. Select the Remove button to delete a range option from the list.

Warehouse Selection

Range Option

Use this drop-down list to enter or select the range option of warehouses to search for the pick lists. Valid options are All, One, Range, From Beginning, and To End. The default for this field is All.

From

Enter, or use to select, a single warehouse ID or the beginning warehouse ID for the range. This field is available if you selected One, Range, or To End from the Range Option drop-down list.

To

Enter, or use to select, the ending warehouse ID for the range. This field is available if you selected Range or From Beginning from the Range Option drop-down list.

List Mode

Select this check box to enable list mode, in which you can set up multiple ranges of warehouse IDs for pick lists. After entering a range option, use the Apply button to add the option to the list. Select the Remove button to delete a range option from the list.

Date Selection

Due Date

Select this option to select sales order items by the due date entered for the sales order line.

Ship By Date

Select this option to select sales order items by the ship-by date entered for the sales order line.

Cutoff Date

Enter a cutoff date to determine the last available due date or ship-by date to include on the pick lists.

Sort By

Select an option from this drop-down list to define the basis for sorting the pick lists. Your options are:

SO Line Number - This is the default setting. It sorts the pick list items by sales order line number. When you select this option, the printout lists one SO at a time. Within each SO, the SO lines list in ascending line number order. For each line number, non-zero on hand and shipping locations list by ascending alphanumeric order of location ID (if available).
Item - This selection sorts the pick list items by item and item revision. When you select this option, the printout lists one SO at a time. Within each SO, rows list based on ascending order of part/rev. For each part/rev, non-zero on hand and shipping locations list by ascending alphanumeric order of location ID (if available).
Preferred Location - Select this option to determine, through the following process, the primary 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 prints at the end of the report, listed by ascending line number order.

The secondary sort is by sales order line number.

The report prints one sales order at a time. Within each sales order, 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 SO lines print in ascending SO line number order. For each SO line number, the primary location row is listed first, then other non-zero On Hand and Shipping locations are included by ascending alphanumeric order of location ID.

Include Previously Printed Pick Lists

Select this check box to include previously printed pick lists in this print run that are within the selection criteria. When the order is reprinted, DUPLICATE prints on the pick list.

Print Pick List by Ship To Address

Select this check box to print a separate pick list for unique ship to address codes.

Print Serial/Lot

Select this check box to print serial/lot information on the pick list.

Items to Include

Inventory

Select this check box to print sales order INV (Inventory) line types.

Intransit

Select this check box to print sales order INT (In-Transit) line types.

Drop Ship

Select this check box to print sales order DRP (Dropshipment) line types.

Invoice Only

Select this check box to print sales order INO (Invoice) line types.

Table Information

Activity on this screen affects the following tables:

INVT_SETTINGS, ITEM_SETTINGS_CORP, OE_CATLG_SETTINGS, OE_PROJ_SETTINGS, ITEM, PART, INVT_WHSE_LOC, INVT_WHS_LOC_SR_LT, SO_HDR, SO_LN, CUST, CATALOG, PROJ, RES_HDR, RES_LN, SERIAL_LOT, PART_PROJ, FUNC_PARM_CATLG.