Create Pick List

Explanation

Use this activity to create a pick list for inventory parts needed for the work order. A pick list contains detailed information on an inventory part, such as: name, quantity and date required, and inventory location.

Pick lists can be created for a single material requisition, a single work order (multiple material requisitions) or for multiple work orders. To make sure that the material is available for the work order, you need to reserve it. Once material is added to a pick list, it cannot be issued from the pick list source (e.g., work order, material requisition line). Instead, issuing material can be performed through the pick list.

Prerequisites

• The inventory part must have been connected to the work order and reserved in the Prepare Work Order/Materials tab. 
• The required quantity of the inventory part must be available in inventory.
• When creating pick lists from a maintenance material requisition, the requisition must be in the Released status.
• When creating pick lists for multiple work orders, all the work orders should belong to the same company.

System Effects

As a result of this activity, a pick list is created, and material is reserved and available for a work order at the required time.

Window

Prepare Work Order
Active Work Orders

Related Window Descriptions

Prepare Work Order
Prepare Work Order/Materials
Active Work Orders
Create Pick List

Procedure

To create a pick list for a single work order:

1. Open the Prepare Work Order window and query for the relevant record (F3).
2. Click the Materials tab and select the relevant material requisition.
3. Select the reserved items you want to include in the pick list, right-click on the header section of the tab and click Create Pick List. The Create Pick List dialog box is opened and the Create Pick List option is selected by default.
4. Modify the pick list description if necessary.
5. Optionally, select the Reserve all unreserved lines check box.
6. Click OK.

To create a pick list for a multiple work orders:

1. Open the Active Work Orders window.
2. Query for the work orders for which you wish to create a pick list.
3. Select the work orders, right-click and click Create Pick List. The Create Pick List dialog box is opened and the Create Pick List option is selected by default.
4. Enter a pick list description.
5. Optionally, select the Reserve all unreserved lines check box.
6. Click OK.