Create Consolidated Pick List for Customer Orders

Explanation

This activity is used to create consolidated (or collective) pick lists. A consolidated pick list is a way of grouping a pick list based on certain selection criteria. This gives you the possibility to choose how your pick lists are to be consolidated, e.g., per deliver-to-customer number, routes, and planned ship periods.

In the Parameters area, you can specify the selection criteria for the records that are to be included in the pick lists, i.e., the pick lists will be created for all the orders matching the specified criteria. When entering selection criteria, you can either enter a specific value or use a wildcard expression for selecting a group of records.

In the Pick List(s) per list, you can specify how you want to consolidate the pick list, e.g., whether you want to create a separate pick list per deliver- to-customer number, route, forward agent etc.

The Advanced feature enables you to specify additional selection criteria for the records to be included in the pick list. For example, forward agent, location group, deliver-to-customer number, etc. You can use the wildcard character percent (%) for selecting every possible value for that field. E.g., entering % in the Order No field will include all order lines in the consolidated pick list. Entering A% will include all order lines with an order ID beginning with the letter A. 

The Max Orders Per Pick List field enables you to specify how many orders of those matching the specified criteria, should be included per pick-list. You can either enter a specific value or use the wildcard character percent (%) to include any number of orders on a pick list.

The Incl. all Lines of CO in Pick List check box enables you to include all lines that are ready to be picked of a particular customer order, if at least one line in that order matches the specified criteria. This will make sure that you have the option to keep a customer order together when creating a pick list.

Default settings can be used by selecting the Default feature. Default settings are derived from the Database Tasks window set by the administrator.  

Customer order lines that have the Shipment Creation option as Create New Shipment at Pick List Creation or Add to Existing Shipment at Pick List Creation, and which match the entered criteria, will be connected to a shipment during the creation of the consolidated pick list. For these order lines the created pick-list will always be created per shipment ID instead of the entered Pick List(s) per option.

Note that for Shipment, the above will not apply to create a pick list. In Shipment, you can automatically create a consolidated pick list using the Create Pick List right mouse button option, on the shipment header. This is only possible for connected shipment lines that have been reserved. You should also note that several pick lists will be created in Shipment if the reservation has been done from different location numbers.

Prerequisites

• The orders must have been reserved to appear on the pick list.
• Order lines must have the Shipment Creation option as Create New Shipment at Pick List Creation or Add to Existing Shipment at Pick List Creation in order to be connected to a shipment.

System Effects

• One or more consolidated pick lists matching the indicated selection criteria will be created. The pick lists can be viewed in Not Reported Pick List Lines.
• 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.
• If the Print Pick List check box is not selected, the pick list can be printed in the Print Pick List for Customer Orders window. 
• If you have scheduled the task as a background job, the task will be automatically performed based on the specified selection criteria.
• New shipments will be created, or order lines added to existing shipments, and the pick list(s) will be created per shipment ID.
• If there are lines belonging to customer orders with different values for the Use Shipment Inventory attribute specified in the order header,  they shall be included in different pick-lists; one for picking goods that must go through shipment location and one for those that shall not.

Window

Create Consolidated Pick List for Customer Orders  
Shipment

Related Window Descriptions

Create Consolidated Pick List for Customer Orders 
Create Consolidated Pick List for Customer Orders - Additional Parameters 
Shipment

Procedure

You can either create a consolidated pick list directly (procedure A) or schedule the task as a background job (procedure B).

A. To perform the create consolidated pick list task directly:

1. Open the Create Consolidated Pick List for Customer Orders dialog box. 
2. A value in the Site field is required. You can enter a value or click List to select one from the List of Values. Only order lines entered for this site will appear on the pick list.
3. If you want the pick list to be printed automatically for all the order lines included in the consolidated pick list, select the Print Pick List check box. If this check box is not selected, the pick list(s) must be printed manually. The indication in the Print Pick List check box overrides the order type settings for the included order lines.
4. Specify how you want to consolidate the pick list, e.g., whether you want to create a separate pick list for each deliver-to-customer number, route, forward agent, etc. Do this by selecting the appropriate value in the Pick List(s) per list.
5. Click OK to create the consolidated pick lists.

To specify additional selection criteria:

1. In the Create Consolidated Pick List for Customer Orders dialog box, click Advanced.
2. You can choose from the following additional selection criteria as appropriate: Order No, Until Planned Due Date, Route ID, Forward ID, Planned Ship Period, Deliver-to-Customer Number, Part No, Location Group, Ship Via and Max Orders Per Pick List. You can either enter a value or wildcard expression (%) in the respective fields or click List to select from the List of Values. See the explanation text at the beginning of this document for detail information on how to use wildcards.
   • The value in the Until Planned Due Date field must be specified in date format. Orders with a shipping date prior to the value entered in the Until Planned Due Date field will be included in the consolidated pick list.
3. You can select the Incl. all Lines of CO in Pick List check box if required to include all order lines that are ready to be picked of a specific order with at least one line matching the selection criteria.
4. If the necessary selection criteria have been defined, click OK to create the consolidated pick lists.   

Note: Click Default if you want to use the default settings. 

B. To schedule the create consolidated pick list task as a background job:

1. Click Schedule and follow the steps of the wizard.

To create a consolidated pick list in Shipment:

1. Retrieve the shipment for which you want to create a consolidated pick list, by using the Populate or Query function.
2. In the shipment header, right-click and then click Create Pick List.