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The Create Picks "Ribbon"


This tab is used to select items from a specific location to create a pick list.  Each sales order may have multiple pick lists, each with its own assembly location.  Once a pick list has been created the status of the sales order is changed to 'In Process' and the sales order may no longer be edited from the Add/Edit Sales Order Module step.  A sales order that is 'In Process' is currently being assembled for shipping purposes.
After a pick list has been created it can be printed by pressing the print button on this tab.  This report is used by the assembly or shipping department to record the number actually picked.  This number may vary from what is displayed as the quantity to be picked.  If the numbers are different, the system will adjust the quantity on hand for the item and the number still needed to fill the order when the pick is confirmed on the Confirm Picks tab.  The pick list can also be printed or reprinted from the Confirm Picks tab or on from the Print Pick Lists report.  
1. Select the Create Picks tab from the Process Sales Order screen.
2. The warehouse, date and pick list are displayed.  The following fields are displayed on the pick list.
Item Code - The abbreviated code for the item.
UOM - The unit of measure of the line item.
Ordered - The number of this item ordered.
Shipped - The number that has already been shipped.  This field is updated when you press the [Commit] button from the Ship & Invoice tab.
Picked - The number of this item that has been picked but not shipped.  This field is updated when you press the [Create] button.
Need - The number still needed to fill this sales order.  This field is updated when you press the [Create] button.
3. Enter or edit the assembly location.
Assembly Location - This field can represent the assembly line, the shipping dock or any other user defined location.  This field is not required and can contain up to 25 alphanumeric characters.
4. Select an item from the pick list on the left side of the screen.  Click on the gray box to the left of the line item to select it.  Once the item is selected, an arrow is displayed in this box and a list of the item locations is displayed on the right side of the screen.  The following fields are displayed on the item locations list.
Location - The name of the location.  The first location listed, by default, has the most items available.
Need - If there are not enough items available at this location or the number picked does not fill the order, the number still needed is displayed in this field.
Available - The number of items on hand at this location after the number picked has been deducted.
Pick - The number of items selected from this location to be shipped. The default is the number of items needed to fill the sales order or the quantity available at this location, whichever is less.
5. Press the [Preview] button to view the number of each line item picked.  Press [OK] to return to the Process Sales Order screen.
6. Press [Reset] to cancel the changes made to the picks or press [Create] to accept the picks and continue.
7. Once a pick list is created, the sales order status changes to In Process and the pick list fields, Picked and Need, are updated to reflect the accepted pick list.  To view or edit the numbers picked, click on the Confirm Picks tab, select the pick list number and adjust the quantity picked.  When you press [Confirm], the number of inventory items on hand at that location is adjusted.  If a pick list has already been confirmed, it can be selected for viewing but it cannot be edited or confirmed a second time.
8. Press [Print] to print the pick list.  This report can be used by the assembly or shipping department to record the actual number of items picked.  The pick list can also be printed or reprinted from the Confirm Picks tab or the Print Pick Lists report.
9. Press [Reset] to start another pick list for this sales order.  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 Confirm Receipts tab 
The Ship & Invoice tab