Picking Lists Single Dialog Workspace

Use this workspace to enter the movement of items from one location to another, thus keeping the stock of each location up-to-date.

Warehouse employees use this workspace to confirm the items and quantities that have been moved and the locations they were moved to and from.

The Picking Lists tab displays general information about the picking list. Maconomy retrieves some of the information on automatically generated picking lists from the entry that produced the picking list. The Picking List Lines sub-tab displays how many items are supposed to be picked; you can enter the quantity actually picked, and where they were moved to and from.

You can create picking lists manually or automatically. You can use a manual picking list for planning and entering rearrangements in the warehouse. You can create automatic picking lists as a result of a number of different types of registrations, such as sales orders, item purchase orders, and BOM productions, for instance as a message that items should be moved to a shipping location for packing (in the case of sales orders). You can create automatic picking lists in a number of different workspaces, depending on the type of registration.

Maconomy always creates picking lists that result from other types of entries from a warehouse transaction, which in turn was created from the entry in question. For instance, a picking list assigned to an item purchase order is based on a warehouse transaction that was originally created from the item purchase order in question. You can skip the middle step of warehouse transactions by creating a picking list directly from the entry (sales order, item purchase order, and so on). For information about the creation of picking lists from warehouse transactions or directly from entries, see the descriptions of the Create Warehouse Transaction action in the Sales Orders, Item Purchase Orders, and Inventory Change workspaces, as well as the Print Picking List action in the Sales Orders workspace.

When you are done entering the items that were moved, you can close the picking list, and Maconomy updates the stock of the items in question on the individual locations in the warehouse, as well as information on any warehouse transaction to which the picking list is assigned. However, because these movements are internal, Maconomy does not change the inventory value or create journals. Next, if the picking list is assigned to a sales order, you can create and print a packing list from the picking list, as a message to the packing function that the items have been moved to the requested packing locations and should be packed and shipped.