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
- Enter C.S.C. New York as customer with XX1000 as Customer No.
- 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
- Enter Race Car as Sales Part and with XX18-105 as Sales Part No.
- Enter Street Car as Sales Part and with XX18-305 as Sales Part No.
- Create relevant inventory locations.
- Create corresponding inventory parts.
- 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.
- 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:
__________.
- Enter an order line with 20 pcs of the sales part Race Car (XX18-105).
- Enter a second order line with 15 pcs of the sales part Street Car
(XX18-305).
- 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: __________.
- Enter an order line with 20 pcs of the sales part Race Car (XX18-105).
- Enter a second order line with 15 pcs of the sales part Street Car
(XX18-305).
- 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.
- 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
-
Open the Shipment
window. Press New and enter your customer and site, save. Note the
shipment ID:_____
-
Open the Available Order Lines
tab and search for your orders.
-
Select one of your orders and right click, then click
Connect to Shipment.
-
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
- 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.
- Review the created picking lists
in the
Archived
Reports window.
- Open the
Report Picking of
Pick Lists window, and report the picking lists as picked.