Actions

This section shows the Actions available in the Picking Lists workspace.

Top Tab

Field	Description
Approve Picking List	When you select this action, the picking list in the window is approved. When a picking list is approved, it becomes possible to enter the quantities actually picked and the locations to and from which they were moved, while the fields used for specifying the planned quantities and locations are locked for changes.
Print Picking List	When you select this action, you print the picking list shown in the window. You can reprint a picking list any number of times using this action.
Close Picking List	When you select this action, the picking list in the window is closed. When you close the picking list, Maconomy updates the stock of each location to and from which items were moved. However, as the picking list only represents an internal re-location of items, no G/L entries are created and the inventory value of the warehouse remains the same. If the picking list was created from a warehouse transaction, Maconomy updates the transaction in question with the quantities moved on each line. For each picking list line that matches a line in the warehouse transaction from which the picking list was created, Maconomy updates that warehouse transaction line with the quantity reported moved on the picking list line in question. A match occurs if the item number and the source and target locations on a picking list line correspond to those specified on a line in the warehouse transaction. If the source location on a warehouse transaction line is blank, a picking list is considered a match if just the item number and the target location is the same as on the warehouse transaction line. Similar functionality applies if the target location is blank on a warehouse transaction line. If a picking list line matches several warehouse transaction lines, Maconomy updates the top line where there is a match. For items with serial number control, a match occurs if the criteria described above are met, and the serial number on the picking list line is the same as the one on the warehouse transaction line. If there are no such warehouse transaction lines, Maconomy checks if there is a warehouse transaction line where the serial number is blank and the item number and locations match the picking list line as described above. If this is the case, you can say that this line represents a number of units that should be moved to a given location, but at the time when the warehouse transaction was created, the serial numbers to be moved were unknown. The picking list line with the same item number and locations and with a serial number thus means that the serial numbers are known at the time when the picking list is closed. To update the warehouse transaction in this case, Maconomy creates a warehouse transaction line with the item number and locations in question, transferring from the picking list line the serial number and quantity. At the same time, Maconomy reduces both the field “Quantity” and the field “Being Moved” on the warehouse transaction line with the blank serial number field by the quantity which was transferred to the new line. As a result, the quantity for which the serial number is now known is now on a separate warehouse transaction line, and the quantity on the line representing unknown serial numbers corresponds to the remainder of unknown serial numbers. When the quantity on this line reaches zero because of other picking list lines matching the scenario described above, the line is removed from the warehouse transaction as an indication that all serial numbers for that item to be moved to that location are now known. Picking list lines that do not meet the criteria described above do not result in the update of any warehouse transaction lines, but the available stock of the locations on the lines are updated all the same, as the items are considered moved. When a warehouse transaction line is updated, the quantity reported moved on the picking list line is transferred to the field “Moved” on the warehouse transaction line while the field “Being Moved” is reset to zero. The field “Moved” is updated to a maximum value corresponding to the value in the field “Quantity” on the same warehouse transaction line. Any extra units moved are distributed to other lines on the warehouse transaction matching the same picking list line. Any remainder after all matching lines have been updated this way does not cause further updates to the warehouse transaction. When you close a picking list which results in the full implementation of the warehouse transaction to which the picking list is assigned, the warehouse transaction is automatically closed. A warehouse transaction is fully implemented when all of the items on it have been moved to or from the locations specified on each line in the correct quantities, according to the closed picking lists assigned to the transaction. If you close a picking list which does not result in the full implementation of the transaction, the transaction remains open, allowing you to decide whether a new picking list should be created for the remainder or if the transaction should be closed manually, thus accepting that not all items were moved as requested. However, if the field “Implicit Warehouse Transactions” has been marked for the current warehouse in the window Warehouse Information Card, Maconomy closes a warehouse transaction when a related picking list is closed, even if the warehouse transaction was not fully implemented.
Print Packing List	This action can only be selected if the picking list is closed and assigned to an order which has been approved, and there are no open warehouse transactions or packing lists assigned to the current order. When you select this action, Maconomy creates and prints a packing list for the order in the window. If the field “Combined Packing List” in the System Information window is marked, the printed packing list will also include older order lines to the customer, which have not yet been delivered, except orders with a preferred delivery date later than the current date. However, although the printed packing list may contain several orders, the items packed must be reported separately for each order. The packing list is a list of items to be packed and delivered with an indication of the locations at which they can be found. Maconomy creates a packing list line for each order line. If one of the items is an itemized BOM without inventory control, the printed packing list shows those item lines in the window Order Lines that have a quantity greater than zero in the “For Packing” field on the order and represent the highest level with inventory control on the BOM. The “For Packing” value for the BOM header has no significance. BOM parts have two line numbers on the printed packing list: The first is the number of the BOM header line in this window’s table part; the second is the number of the BOM part’s line in the Packing List Lines window where you report the quantity actually packed. The quantity in the field “Packed” on each packing list line is based on the information on all closed warehouse transactions assigned to the order in question. It is possible to have several closed warehouse transactions for the same order, for instance if the items were moved to the shipping location at different times. As described in the action “Approve Picking List” in the window Picking Lists, the information on each warehouse transaction is updated when items are picked. Each warehouse transaction line is assigned to an order line, and is automatically assigned to the packing list line resulting from each order line. The information about the quantities already picked at the time when the packing list is created thus flows indirectly to the packing list. This functionality ensures that the quantity suggested to be packed for each order line is the same as what has been moved to the shipping location at the time when the packing list is created even for individual serial numbers. The amount suggested to be packed on each packing list line is found by means of the following procedure where only closed warehouse transactions assigned to the current order are included. The process is carried out for each packing list line created: The quantities moved on warehouse transaction lines assigned to the current packing list line even on different warehouse transactions are added up. The total quantity moved on these lines is suggested in the field “Packed” on the packing list line in question. This procedure is also used on the items created in the window Packing List Lines. For items with serial number control, a similar procedure is used, but Maconomy also updates and creates lines in the window Serial Number Entry. The process is as follows: The quantities moved on warehouse transaction lines assigned to the same packing list line and with identical serial numbers even on different warehouse transactions are summed. For each combination of serial number and packing list line (on warehouse transaction lines), Maconomy checks if a serial number entry line with the same serial number already exists for the packing list line in question in the window Serial Number Entry. If so, the total quantity moved on the warehouse transaction lines is suggested in the field “Packed” on that serial number entry line. If no such line exists, Maconomy creates a serial number entry line for the current packing list line, using the serial number in question and transferring the total quantity moved to the field “Quantity” on the new line. If the same serial number has already been entered on several serial number entry lines for the same packing list line, Maconomy selects one of these serial number entry lines at random and suggests the total quantity moved in the field “Quantity.” However, if the total quantity moved exceeds the quantity remaining to be suggested for packing (the quantity set for packing on the packing list line less the quantity already entered on other serial number entry lines belonging to the same packing list line), Maconomy only suggests the quantity remaining to be suggested for packing on the packing list line. Any extra units moved are either distributed to other serial number entry lines with the same serial number, or used on new serial number entry lines created for the current packing list line. This procedure is also used on items with serial number control in the window Packing List Lines. When all warehouse transaction lines assigned to the current packing list line have been processed, Maconomy adds the quantities on the serial number entry lines assigned to the packing list line and suggests the total quantity in the field “Packed” on that line. For packing list lines where the item does not have inventory control, the quantity set for packing on the order line is suggested in the field “Packed” on the corresponding packing list line. If the field “Blanket Order” is marked on the order to which the picking list is assigned, Maconomy will transfer the back orders registered to the ship-to customer, before creating a packing list. The packing list will then show order lines for these back orders. If you wish to reprint a packing list, remove the mark in the “Printed” field in the Packing List island in the window Order Status in the Sales Orders module. However, a packing list can also be printed any number of times by selecting the action “Print Packing List” in the window Packing Lists. If the order to which the picking list is assigned has been blocked as a result of exceeding the customer’s credit limit, a packing list cannot be printed out until you revoke the blocking of the order in the window Unblocking. Nor can a packing list be printed out if the customer has been blocked or blocked for delivery. Maconomy verifies that you have user access to print packing lists. This is given in the window Actions in the Set-Up module.
Print Packing Slip	This action can only be selected if the picking list is closed and assigned to an order for which an open packing list exists. When you select this action, you print a packing slip for the order to which the warehouse transaction is assigned to confirm that the items have been shipped from the warehouse. The information used on the packing slip is the information in the windows Packing Lists and Packing List Lines in the Sales Orders module. The functionality of the action corresponds to the action “Print Packing Slip” in the window Packing Lists. For a description of this functionality, please see the description of the action there.
Split Line	When this action is selected, Maconomy splits the lines on which a figure has been specified in the field “Quantity on Split Lines” or “No. of Split Lines.” For a description of the methods by which the lines are split, see the descriptions of the fields “Quantity on Split Lines” and “No. of Split Lines.”

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Actions

This section shows the Actions available in the Picking Lists workspace.

Top Tab

Field	Description
Approve Picking List	When you select this action, the picking list in the window is approved. When a picking list is approved, it becomes possible to enter the quantities actually picked and the locations to and from which they were moved, while the fields used for specifying the planned quantities and locations are locked for changes.
Print Picking List	When you select this action, you print the picking list shown in the window. You can reprint a picking list any number of times using this action.
Close Picking List	When you select this action, the picking list in the window is closed. When you close the picking list, Maconomy updates the stock of each location to and from which items were moved. However, as the picking list only represents an internal re-location of items, no G/L entries are created and the inventory value of the warehouse remains the same. If the picking list was created from a warehouse transaction, Maconomy updates the transaction in question with the quantities moved on each line. For each picking list line that matches a line in the warehouse transaction from which the picking list was created, Maconomy updates that warehouse transaction line with the quantity reported moved on the picking list line in question. A match occurs if the item number and the source and target locations on a picking list line correspond to those specified on a line in the warehouse transaction. If the source location on a warehouse transaction line is blank, a picking list is considered a match if just the item number and the target location is the same as on the warehouse transaction line. Similar functionality applies if the target location is blank on a warehouse transaction line. If a picking list line matches several warehouse transaction lines, Maconomy updates the top line where there is a match. For items with serial number control, a match occurs if the criteria described above are met, and the serial number on the picking list line is the same as the one on the warehouse transaction line. If there are no such warehouse transaction lines, Maconomy checks if there is a warehouse transaction line where the serial number is blank and the item number and locations match the picking list line as described above. If this is the case, you can say that this line represents a number of units that should be moved to a given location, but at the time when the warehouse transaction was created, the serial numbers to be moved were unknown. The picking list line with the same item number and locations and with a serial number thus means that the serial numbers are known at the time when the picking list is closed. To update the warehouse transaction in this case, Maconomy creates a warehouse transaction line with the item number and locations in question, transferring from the picking list line the serial number and quantity. At the same time, Maconomy reduces both the field “Quantity” and the field “Being Moved” on the warehouse transaction line with the blank serial number field by the quantity which was transferred to the new line. As a result, the quantity for which the serial number is now known is now on a separate warehouse transaction line, and the quantity on the line representing unknown serial numbers corresponds to the remainder of unknown serial numbers. When the quantity on this line reaches zero because of other picking list lines matching the scenario described above, the line is removed from the warehouse transaction as an indication that all serial numbers for that item to be moved to that location are now known. Picking list lines that do not meet the criteria described above do not result in the update of any warehouse transaction lines, but the available stock of the locations on the lines are updated all the same, as the items are considered moved. When a warehouse transaction line is updated, the quantity reported moved on the picking list line is transferred to the field “Moved” on the warehouse transaction line while the field “Being Moved” is reset to zero. The field “Moved” is updated to a maximum value corresponding to the value in the field “Quantity” on the same warehouse transaction line. Any extra units moved are distributed to other lines on the warehouse transaction matching the same picking list line. Any remainder after all matching lines have been updated this way does not cause further updates to the warehouse transaction. When you close a picking list which results in the full implementation of the warehouse transaction to which the picking list is assigned, the warehouse transaction is automatically closed. A warehouse transaction is fully implemented when all of the items on it have been moved to or from the locations specified on each line in the correct quantities, according to the closed picking lists assigned to the transaction. If you close a picking list which does not result in the full implementation of the transaction, the transaction remains open, allowing you to decide whether a new picking list should be created for the remainder or if the transaction should be closed manually, thus accepting that not all items were moved as requested. However, if the field “Implicit Warehouse Transactions” has been marked for the current warehouse in the window Warehouse Information Card, Maconomy closes a warehouse transaction when a related picking list is closed, even if the warehouse transaction was not fully implemented.
Print Packing List	This action can only be selected if the picking list is closed and assigned to an order which has been approved, and there are no open warehouse transactions or packing lists assigned to the current order. When you select this action, Maconomy creates and prints a packing list for the order in the window. If the field “Combined Packing List” in the System Information window is marked, the printed packing list will also include older order lines to the customer, which have not yet been delivered, except orders with a preferred delivery date later than the current date. However, although the printed packing list may contain several orders, the items packed must be reported separately for each order. The packing list is a list of items to be packed and delivered with an indication of the locations at which they can be found. Maconomy creates a packing list line for each order line. If one of the items is an itemized BOM without inventory control, the printed packing list shows those item lines in the window Order Lines that have a quantity greater than zero in the “For Packing” field on the order and represent the highest level with inventory control on the BOM. The “For Packing” value for the BOM header has no significance. BOM parts have two line numbers on the printed packing list: The first is the number of the BOM header line in this window’s table part; the second is the number of the BOM part’s line in the Packing List Lines window where you report the quantity actually packed. The quantity in the field “Packed” on each packing list line is based on the information on all closed warehouse transactions assigned to the order in question. It is possible to have several closed warehouse transactions for the same order, for instance if the items were moved to the shipping location at different times. As described in the action “Approve Picking List” in the window Picking Lists, the information on each warehouse transaction is updated when items are picked. Each warehouse transaction line is assigned to an order line, and is automatically assigned to the packing list line resulting from each order line. The information about the quantities already picked at the time when the packing list is created thus flows indirectly to the packing list. This functionality ensures that the quantity suggested to be packed for each order line is the same as what has been moved to the shipping location at the time when the packing list is created even for individual serial numbers. The amount suggested to be packed on each packing list line is found by means of the following procedure where only closed warehouse transactions assigned to the current order are included. The process is carried out for each packing list line created: The quantities moved on warehouse transaction lines assigned to the current packing list line even on different warehouse transactions are added up. The total quantity moved on these lines is suggested in the field “Packed” on the packing list line in question. This procedure is also used on the items created in the window Packing List Lines. For items with serial number control, a similar procedure is used, but Maconomy also updates and creates lines in the window Serial Number Entry. The process is as follows: The quantities moved on warehouse transaction lines assigned to the same packing list line and with identical serial numbers even on different warehouse transactions are summed. For each combination of serial number and packing list line (on warehouse transaction lines), Maconomy checks if a serial number entry line with the same serial number already exists for the packing list line in question in the window Serial Number Entry. If so, the total quantity moved on the warehouse transaction lines is suggested in the field “Packed” on that serial number entry line. If no such line exists, Maconomy creates a serial number entry line for the current packing list line, using the serial number in question and transferring the total quantity moved to the field “Quantity” on the new line. If the same serial number has already been entered on several serial number entry lines for the same packing list line, Maconomy selects one of these serial number entry lines at random and suggests the total quantity moved in the field “Quantity.” However, if the total quantity moved exceeds the quantity remaining to be suggested for packing (the quantity set for packing on the packing list line less the quantity already entered on other serial number entry lines belonging to the same packing list line), Maconomy only suggests the quantity remaining to be suggested for packing on the packing list line. Any extra units moved are either distributed to other serial number entry lines with the same serial number, or used on new serial number entry lines created for the current packing list line. This procedure is also used on items with serial number control in the window Packing List Lines. When all warehouse transaction lines assigned to the current packing list line have been processed, Maconomy adds the quantities on the serial number entry lines assigned to the packing list line and suggests the total quantity in the field “Packed” on that line. For packing list lines where the item does not have inventory control, the quantity set for packing on the order line is suggested in the field “Packed” on the corresponding packing list line. If the field “Blanket Order” is marked on the order to which the picking list is assigned, Maconomy will transfer the back orders registered to the ship-to customer, before creating a packing list. The packing list will then show order lines for these back orders. If you wish to reprint a packing list, remove the mark in the “Printed” field in the Packing List island in the window Order Status in the Sales Orders module. However, a packing list can also be printed any number of times by selecting the action “Print Packing List” in the window Packing Lists. If the order to which the picking list is assigned has been blocked as a result of exceeding the customer’s credit limit, a packing list cannot be printed out until you revoke the blocking of the order in the window Unblocking. Nor can a packing list be printed out if the customer has been blocked or blocked for delivery. Maconomy verifies that you have user access to print packing lists. This is given in the window Actions in the Set-Up module.
Print Packing Slip	This action can only be selected if the picking list is closed and assigned to an order for which an open packing list exists. When you select this action, you print a packing slip for the order to which the warehouse transaction is assigned to confirm that the items have been shipped from the warehouse. The information used on the packing slip is the information in the windows Packing Lists and Packing List Lines in the Sales Orders module. The functionality of the action corresponds to the action “Print Packing Slip” in the window Packing Lists. For a description of this functionality, please see the description of the action there.
Split Line	When this action is selected, Maconomy splits the lines on which a figure has been specified in the field “Quantity on Split Lines” or “No. of Split Lines.” For a description of the methods by which the lines are split, see the descriptions of the fields “Quantity on Split Lines” and “No. of Split Lines.”