Using Consolidated Picking List for Shipments—Exercises

Basic Data Setup

Purpose: The purpose of this exercise is to create customers and stored sales parts and receive them into inventory.

Enter Customer

Windows:
Customer

  1. Enter C.S.C. New York as customer with XX1000 as Customer No.
  2. Enter C.S.C. Paris as customer with XX1002 as Customer No. 

General exercise for Enter Customer.

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Race Car as Sales Part and with XX18-105 as Sales Part No.
  2. Enter Street Car as Sales Part and with XX18-305 as Sales Part No.
  3. Create relevant inventory locations.
  4. Create corresponding inventory parts.
  5. Receive a sufficient number of parts of each into stock. Make sure that the two different types of car are in two different inventory locations.

General exercise for Sales Part.

General exercise for Inventory Locations.

General exercise for Purchased Inventory Part.

General exercise for Receive Inventory Part.

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

  1. Enter a customer order with C.S.C. New York (XX1000) as customer and wanted delivery date in a month's time. The order type should be NO, and you should use your User ID as the coordinator. Note the order number: __________.
  2. Enter an order line with 20 pcs of the sales part Race Car (XX18-105).
  3. Enter a second order line with 15 pcs of the sales part Street Car (XX18-305).
  4. Enter a second customer order with C.S.C. Paris (XX1002) as customer and with the same wanted delivery date as the above order. The order type should be NO, and you should use your User ID as the coordinator. Note the order number: __________.
  5. Enter an order line with 20 pcs of the sales part Race Car (XX18-105).
  6. Enter a second order line with 15 pcs of the sales part Street Car (XX18-305).
  7. Reserve the order lines manually (for both the orders) by right-clicking on each order line. Make sure to reserve the Race Cars in one inventory location and the Street Cars in another.
  8. Release the two orders.

General exercise for Entering Customer Order.

Create a Shipment

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Windows:
Shipment

  1. Open the Shipment window. Press New and enter your customer and site, save. Note the shipment ID:_____

  2. Open the Available Order Lines tab and search for your orders.

  3. Select one of your orders and right click, then click Connect to Shipment.

  4. Similarly, create another shipment.

General exercise for Customer.

 

General exercise for Entering Customer Order.

Main Exercise

Purpose: The purpose of this lesson is to create picking lists, covering more than one shipment, per warehouse location.

Windows:
Create Consolidated Pick List for Shipments
Archived Reports
Report Picking of Pick Lists

Create Consolidated Picking List

  1. Open the Create Consolidated Pick List for Shipments window, select the Print Pick List check box, and select Bay in the Pick List(s) Per list. Click Advanced. Enter the planned ship date in the Until Planned Ship Date field and enter the planned due date in the Until Planned Due Date field, and create the picking lists by clicking OK.
  2. Review the created picking lists in the Archived Reports window.
  3. Open the Report Picking of Pick Lists window, and report the picking lists as picked.