Using Two-Stage Picking—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Purpose: The purpose of this exercise is to create stored sales parts and receive them into inventory in order to use them as complementary parts. 

Enter Customer

Windows:
Customer

  1. Enter C.S.C. Cape Town as customer with XX1030 as Customer No.

General exercise for Customer  

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Receive Inventory Part

  1. Enter a stored sales part.
  2. Create an inventory location of type Picking.
  3. Create an inventory location of type Shipment.
  4. Receive a sufficient number of parts into the picking location. 

General exercise for Sales Part

General exercise for Inventory Locations

General exercise for Receive Inventory Part

Required Data

Setting-up Site to use Pre-Shipment Delivery Note

Purpose: The purpose of this exercise is to set up the basic data on the site level required for running this particular functionality.

Windows:
Site

  1. Search for your own site.
  2. Click the Sales and Procurement tab and select the Use Two-Stage Picking check box.

General exercise for Enter Site

Setting-up Order Type to use Shipment Inventory

Purpose: The purpose of this exercise is to set up the use of shipment inventory on the order type required for running this particular functionality.

Windows:
Sales Basic Data/Order Types

  1. Select New (F5).
  2. Enter XXF in the Order Type field.
  3. Enter the description, e.g. Two-stage picking
  4. Select Save (F12).
  5. Select the Use Shipment Inventory check box.
  6. Clear as many of the Stop After check boxes as you find suitable.
  7. Select Save (F12).

General exercise for Enter Order Type

Placing the Picked Parts into a Shipment Location

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

  1. Make sure that you have at least one Shipment Location available for dispatching goods.
  2. Enter a customer order using the order type with shipment inventory selected.
  3. Enter an order line with e.g. 10 pcs of the sales part.
  4. Release the order.
  5. Reserve the customer order, create and print the pick list.
  6. Report the picked parts without deviation in the Report Picking of Customer Orders window .
  7. Receive the parts into a shipment location.

General exercise for Entering Customer Order

General exercise for Managing Reservations

General exercise for Handling Picking

General exercise for Using Shipment Locations

Main Exercises

Create Pre-shipment Delivery Note

Purpose: The purpose of this exercise is to show you how to place picked material into a shipment location (1st picking stage), then create a pre-shipment delivery note to be used for packing the goods (2nd picking stage).

Windows:
Report Picking of Customer Orders
Handle Orders in Shipment Inventory
Create Pre-Ship Delivery Notes

  1. Open the Handle Orders in Shipment Inventory window and search for the your order. Observe that the Delivery Note No field is not showing any value.
  2. Open the Create Pre-Ship Delivery Notes window.
  3. Select your site and the shipment location where the parts are placed. Then right click, then click Create and Print Delivery Notes.
  4. Click OK on the information message that appears here.
  5. Open the Handle Orders in Shipment Inventory window and search for your order. Observe that the Delivery Note No field is  now showing a number and that the status of the delivery note is Printed.

Note: You have now printed a document that can be used for packing (the second stage of picking).

Report Delivery with the Pre-shipment Delivery Note

Purpose: The purpose of this lesson is to show you how to manually report the delivery with the pre-shipment delivery note. Normally this step of the process will be done by scanning the barcode on the pre-shipment delivery note.

Windows:
Report Delivery of Pre-Ship Delivery Notes

  1. Open the Report Delivery of Pre-Ship Delivery Notes window and search for your delivery note. Observe that the Delivery Note Status field is printed.
  2. Select the delivery note, right click, and then click Deliver
  3. Open the Customer Order window and search for your order. Observe that the status of the order line is Delivered.