Create Consolidated Pick List for Customer Orders

Explanation

This activity is used to create consolidated 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.

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. Entry can be made using special symbols like the ones used in the search dialog boxes. For example, ;, %.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/Shipments Per Pick List field enables you to specify how many orders or shipments 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 Include Customer Orders list controls how you want the customer orders to be included in the pick list. The Complete within Selection Parameters option makes sure that all reserved material of a customer order fitting the selection parameters is included in the consolidated pick list provided that all customer order lines can be picked completely. If at least one customer order line cannot be picked completely, no pick list will be created at all for that customer order. The All Lines option 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 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. If the Multiple Shipments per Pick List check box is selected, you can include multiple shipments in one consolidated pick list based on the selection criteria.

Note that for orders previously connected to a shipment, the above will not apply to create a pick list. In the shipment, you can manually create a pick list consolidated per shipment ID using the Create Pick List right mouse button option, on the shipment or on the consolidated shipment. A consolidated shipment is defined as one departure of several shipments from the specified site, to all the delivery addresses of the connected shipments. When executed from the consolidated shipment the pick lists per shipment ID are created for all connected shipments. Note that creation of a pick list in the shipment can be done automatically in the shipment flow if the shipment type allows this.

Prerequisites

System Effects

Window

Create Consolidated Pick List for Customer Orders  
Shipment
Shipments
Consolidated Shipment
Consolidated Shipments

Related Window Descriptions

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

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 All Lines in the Include Customer Orders list if it is 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 select how you want to schedule the task.

To create a consolidated pick list via a shipment:

  1. Open the Shipment window or the Shipments window.
  2. Search for the shipment for which you want to create a consolidated pick list.
  3. Right-click and then click Create Pick List.

Note that the creation of a consolidated pick list via a shipment can be done automatically in the shipment flow if the shipment type allows this.

To create consolidated pick lists via a consolidated shipment:

  1. Open the Consolidated Shipment window or the Consolidated Shipments window.
  2. Search for the consolidated shipment for which you want to create a consolidated pick list for all connected shipments.
  3. Right-click and then click Create Pick List.