Pick Maintenance

Exploring

This program lets you maintain order picks.

Things you can do in this program include:

  • Start, stop, complete and/or cancel a pick.
  • Start, complete and/or cancel a pick line.
  • Complete selected pick lines.

  • This program is accessed from the Program List pane of the SYSPRO menu:

    Program List > Sales Orders > Picking

This is the process of finding and extracting products from a warehouse bin to fulfill customer orders.

This is a report that details the items required for picking and where to locate them.

A picking slip can only be printed once a pick has been created. Thereafter, you can print the pick at any time until it is complete.

This is a bin transfer movement type that applies when you complete a pick. The quantity picked is transferred from the sales order bin to the destination bin.

This is the warehouse optionally configured to store variances arising during picking. The quantity that is short is moved to the lost and found warehouse at the time the pick line or entire pick is completed and set to C - Picked.

The lost and found warehouse is only enabled if a warehouse is defined at the Lost and found warehouse setup option and Process to lost and found warehouse is selected at the Accounting for shortages option (Warehouse Maintenance) .

This is a warehouse picking sequence where the picker walks down one isle and up the next, picking items along the way. The postman walk picking sequence is depicted in the image below:

This is a warehouse picking sequence where the picker walks in a zig-zag pattern, picking from a bin in one aisle and then moving diagonally across to the next bin in the opposite isle, and so on. The Z-pick sequence is depicted in the image below.

Topics

Order Picking

Starting

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the eSignature Setup program). Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the creation of picks in the SO Pick Status Change business object.

Controls access to the addition of sales order lines to existing picks in the SO Pick Status Change business object.

Controls access to the maintenance of pick statuses in the SO Release Sales Orders to Picking business object.

Controls access to the maintenance of the status for pick lines in the SO Release Sales Orders to Picking business object.

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > Configuration > Distribution > Inventory

  • Multiple bins
  • Associate serials by bin
  • Fixed bins
Setup Options > Configuration > Distribution > Inventory > Show Warehouses
  • Picking cycle in use
  • Accounting for shortages
    • Process as stock adjustments
    • Process to lost and found warehouse
  • Lost and found warehouse

Solving

This message is displayed when you select the O - Outstanding status at the Pick status field.

Select Yes to start picking. The pick status will be updated to S - Started.

Select No to close the pop-up window and return to the previous screen without starting the picking process.

This message is displayed when you select the S - Started status at the Pick status field.

Select Stop picking if you want to save what was picked, and will resume picking at a later stage.

Select Complete picking if you want to end the picking process. The pick status will be updated to C - Picked. Any outstanding stock items will be treated as a shortage and handled as defined at the Accounting for shortages setup option.

Save the pick before you select Stop picking, as stopping the pick resets any unsaved picked quantities to 0.

This message is displayed when you select the S - Started status at the Pick status field and you selected the Complete picking option.

Select Yes to complete the pick. The pick status will be updated to C - Picked.

When the Quantity picked is less than the Quantity to pick, a shortfall is automatically recorded against the Lost and found warehouse if you selected Process to lost and found warehouse at the Accounting for shortages setup option (Warehouse Maintenance). The shortfall is recorded when the pick or pick line is set to complete.

A stock shortfall typically occurs when stock is missing from a warehouse, and can be captured as follows:

  1. Start picking using the Pick Maintenance program.
  2. In the Pick Detail Lines list view, mark the line as picked by selecting the tick box in the Picked column.

  3. Enter the actual quantity that was picked at the Quantity picked column and save the changes.

    When the Quantity picked is less than the Quantity to pick, a shortfall is automatically recorded against the Lost and found warehouse if you selected Process to lost and found warehouse at the Accounting for shortages setup option (Warehouse Maintenance). The shortfall is recorded when the pick or pick line is set to complete.

The warehouse where the shortfall is recorded is displayed at the Lost and found bin field in the Pick Detail Lines list view.

Nothing is displayed in the Lost and found bin column if you selected Process as stock adjustment at the Accounting for shortages option.

When canceling a pick detail line, the following occurs:

  • The stock quantity allocated to the pick is released.
  • The bin, lots and serials are detached.

  • The detail line is removed from the pick.

  • The original quantity to pick is placed into back order against the sales order line.

  • You can add this sales order line to a new / existing pick or release it for picking when it is released from back order.

You can't maintain a pick that has been canceled.

Solution

You will have to create a new pick from within the Sales Order Entry program.

  1. Open the sales order using Sales Order Entry.
  2. Enter the ship quantity on the order lines.
  3. Select End Order.
  4. Re-enter the picking options.

  5. Select Confirm to save the picking options.

    The Bins, Lots & Serial Allocation program is displayed.

  6. Allocate the bins, lots and serials and select End Allocations.
  7. Create the pick using the Pick Review program.

You have to add the stock items to an existing pick or create a new pick from within the Back Order Release program.

Solution

  1. Review the back orders using the Back Order Release program.
  2. Select the back order you want to release on the SO Back Order Release pane.

  3. Select Apply Release Qty from the context-sensitive menu or toolbar.

    The Picking Options program is displayed.

  4. Enter the picking options.

  5. Select Confirm to save the picking options.

    The Bins, Lots & Serial Allocation program is displayed.

  6. Allocate the bins, lots and serials and select End Allocations.
  7. Create the pick using the Pick Review program.

Yes, you can save a pick during the picking process and resume the picking at a later stage.

  1. To save an incomplete pick, select Save Pick from the toolbar.
  2. Resume the picking by searching for and selecting the pick again at the Pick field.

Various things may take place:

  • Even though there is a stock shortage, the pick status is still updated to C - Picked when the pick is closed.

  • When the Quantity picked is less than the Quantity to pick, a shortfall is automatically recorded against the Lost and found warehouse if you selected Process to lost and found warehouse at the Accounting for shortages setup option (Warehouse Maintenance). The shortfall is recorded when the pick or pick line is set to complete.

  • The shortfall is included in back order and another pick can be generated in the picking process to manage this.
  • If the shortfall is not processed to the lost and found warehouse, a transaction is generated to post the shortage to the ledger.
  • The cycle count process may identify an excess of that stock code in another location, indicating that the stock was found, or it will be written off at year-end as lost.

Using

Pick statuses are mainly used in the Warehouse Management System.

The following are possible status codes for a pick:

Status Description
S - Started

This indicates that the pick has started. It is applied to the pick header and detail lines when you start the picking process.
O - Outstanding

Once a sales order is ended, this status is applied to the pick header and detail lines when the pick is created in either of the following programs:

  • Sales Order Entry
  • Sales Order Entry Express
  • Back Order Release

This status indicates that picking is still required.
C - Picked This applies to the pick header and detail lines and indicates that the pick process is complete.

X - Cancelled

This status is applied to the pick header when the pick is cancelled.

  • Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

Field Description

Pick

Select the pick you want to maintain using the Browse on Picks program.

Save Pick

This saves the details you entered or changed.

Cancel Pick

This cancels the pick.

The pick can no longer be maintained.
Field Description

Pick

This displays the pick you are maintaining.

Status

This displays the current status of the pick.
Pick status

Select the link displaying the current status to change the status of the pick.

Select this to start the picking process.

The status of the pick header and details lines will be set to S - Started.

This is the default status before you start the pick.

Select this status to temporarily stop the picking process.

This lets you set the pick status to Complete once all lines are picked.

Once the pick is completed, transaction details are sent to the General Ledger and an invoice can be generated.
Created date

This displays the date the pick was created.

Created by

This displays the operator who created the pick.

Completed date

This indicates the date the pick was completed and the transactions sent to the General Ledger.

Picker

This displays the employee code of the person who picked the items in the warehouse.

Picker name

This displays the name of the person who picked the items in the warehouse.
Sequence

This displays the picking sequence for the picker, which can be Postman Walk number, Z-pick number or Bin.

The sequence is specified at the Postman walk sequence number, Z pick sequence number or Bin sequence fields at in the Warehouse Bins program.

Field Description
Complete selected lines

This lets you set the status of the selected detail lines to Complete. Thereafter, the quantity picked is transferred to the destination bin and the pick lines can't be maintained anymore.

Cancel line

This lets you cancel the selected detail line.

The pick detail line is removed from the list view.
Picked selection

Click on the arrow to mark selected detail lines as picked or not picked.

This lets you mark selected detail lines as picked.

This lets you mark selected detail lines as not picked.

Picked

Select this when the picker has retrieved all the items that must be picked for the line.

The quantity displayed in the Quantity picked column is updated to the same value as the Quantity to pick column, but can be changed if the item is only partially picked.

Status

This displays the current status of the detail line.

Once you start the pick, the status is updated to S - Started.

When you select Complete selected lines, the status against the lines is updated to C - Picked.

Quantity to Pick

This displays the quantity of the line item that must be picked according to the sales order line.
Quantity Picked

This lets you specify the quantity that has been picked.

When you select the Picked tick box, the quantity displayed in the Quantity picked column is updated to the same value as the Quantity to pick column.

If the required quantity couldn't be picked, the outstanding stock items will be treated as a shortage and handled as defined at the Accounting for shortages setup option.

Stock code This displays the stock code that must be picked.
Allocations

Select the hyperlink (either Bins, Lots or Serials) to view the allocation of lots, bins and serials for stock that is about to be picked. The Allocated Bins, Lots & Serials Browse program is displayed.
Started date This displays the date the pick was started.
Started time This displays the time the pick was started.
Completed date

This displays the date the pick was completed.
Lost and found bin This displays the lost and found bin where the stock shortfall is recorded.