Contents
- Index
- Previous
- Next
The Confirm Picks "Ribbon"
A pick list must be confirmed before items can be shipped or invoiced. Confirmation is usually done at the assembly location or within the production department. This procedure is used to verify the numbers on the pick list match the numbers that have been assembled to be shipped. If they do not match, the number on hand for the item is adjusted when the Confirm button in pressed. The pick list must also be confirmed before items on a canceled sales order can be restocked.
1. Select the Confirm Picks tab from the Process Sales Order screen.
2. Select a pick list number.
Pick List - Each pick list is automatically assigned a number when it is created on the Create Picks tab. Type or select a number from the drop down list.
3. Enter the actual number picked in the quantity picked field.
4. If this number differs from the On Pick List field, the number on hand at that location and the number still needed to fill the sales order will be adjusted when you press the confirm button.
5. Enter the confirmation date.
Confirmation Date - This is most commonly the current date.
6. Press [Confirm] to complete this procedure.
Confirm - After a pick list has been confirmed it can no longer be edited, just viewed. To view the pick list, select the pick list number from the drop down list.
7. Select another tab to continue processing sales orders or press [Close Current Window] or Alt + F + C to return to the Main Module.
The SO Status tab
The Create Picks tab
The Ship & Invoice tab