Order Picking

The Order Picking feature provides picking routines to improve order book fulfillment and the management of the pick processes. It is an extension of the multi-bin functionality that is currently available in SYSPRO.

A mission can be generated from a sales order pick in order to assign picking tasks to the warehouse operation. The picking tasks can then be completed using the Espresso WMS Missions & Tasks application. The system is updated real time as the stock is picked and the task completed.

PDF version

Exploring

A destination bin is configured as a dispatch bin (typically located in the dispatch area) and is required when you create a pick.

Once a pick is completed, a bin transfer is created (i.e. from the bin allocated against the stock code on the sales order to the destination bin entered).

This is the warehouse optionally configured to store variances arising during picking or cycle counting.

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.

Items can be retrieved from the L&F warehouse during cycle counting using the Lost and Found Warehouse Review program.

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

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 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 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:

A sales order may be set aside to create a pick at a later stage. These sales orders have not yet allocated stock.

You use the Pick Review program to select these sales orders (at a later stage) to create a pick.

Sales orders are used to record the sale or transfer of goods and services to both internal and external customers.

It forms a temporary legal contract between your company and the customer, as well a providing an audit trail of goods sold or transferred.

This denotes a scenario where the original quantity for a sales order cannot be satisfied with the actual quantity found in the bin, resulting in an outstanding quantity for the sales order line.

If you decide to complete this pick while there is outstanding quantity, the outstanding quantity is placed on back order.

Within SYSPRO, a warehouse represents an actual warehouse containing your inventory items (i.e. a physical warehouse) or a grouping of your inventory according to specific characteristics of the item (i.e. a logical warehouse).

For example:

You may want to split your inventory raw materials and finished goods into different logical warehouses even though they are located in the same physical warehouse.

You maintain warehouses using the Warehouse Maintenance program.

A mission can be created for inventory putaway, sales order pick or cycle count transactions. Once missions and tasks are assigned to the employee or team they can be serviced using the WMS Missions & Tasks application in SYSPRO Espresso (where operators can then view their tasks from a mobile device) or the WHM Review Mission Tasks program.

The system is updated in real time as the stock is physically moved and the task completed. Once all tasks are done, the mission can be completed.

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

Warehouse Management System

Setup programs

Pick Maintenance

Setup Options

Processing programs

Pick Review

Browse programs

Browse on Picks

Query programs

Pick Query

Other programs

Allocated Bins, Lots & Serials Browse

Stock Codes in Stock Take

SO Picking Options

PDF and Video Resources

Feature Guides

Starting

To use this feature, the following setup option(s) must be enabled:

Setup Options > Configuration > Distribution > Inventory

  • Multiple bins
  • Associate serials by bin
  • Fixed bins
  • Show Warehouses (hyperlink)
    • Picking cycle in use
    • Accounting for shortages
      • Process as stock adjustments
      • Process to lost and found warehouse
    • Lost and found warehouse
  • WMS missions options
    • Enable for sales order picking

You can secure this feature by implementing a range of controls against the affected programs. Although not all these controls are applicable to each feature, they include the following:

  • You restrict operator access to activities within a program using the Operator Maintenance program.
  • You can restrict operator access to the fields within a program (configured using the Operator Maintenance program).
  • You can restrict operator access to functions within a program using passwords (configured using the Password Definition program). When defined, the password must be entered before you can access the function.
  • 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.
  • 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).
  • You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

Solving

Why don't you drop us a line with some useful information we can add here?

* Development-Authors@syspro.com

Using

There are many roles that perform these tasks within the overall process, each driven by specific process stages.

Process Stage Role

Order maintenance – Create pick
  • Sales order clerk

Back Order Release (order fulfillment) –Create pick
  • Sales order clerk
  • Warehouse manager

Add order release to existing pick
  • Sales order clerk
  • Warehouse manager

Monitor pick work-to-list
  • Warehouse manager

Perform / Record pick maintenance
  • Warehouse clerk

Cancel pick
  • Warehouse manager
  • Sales order clerk
  • Sales Management

Confirm pick (2nd stage)
  • Warehouse clerk
  • Dispatch clerk

Complete pick
  • Warehouse clerk
  • Dispatch clerk

The following indicates areas in the product that may be affected by implementing this feature:

Program List > Sales Orders > Picking

This program lets you maintain picks.

Program List > Inventory > Setup

The following fields have been added to the Warehouse Maintenance pane:

  • WMS control section:
    • Picking cycle in use
    • Accounting for shortages
    • Lost and found warehouse

Program List > Inventory > Warehouse Management > Missions and Tasks > Setup

This program lets you allocate a team to a mission.

Program List > Inventory > Warehouse Management > Missions and Tasks > Setup

This program lets you add and maintain the employees that form part of the teams to which missions can be allocated.

Program List > Inventory > Warehouse Management > Missions and Tasks > Setup

This program lets you add and maintain the teams that can be allocated to missions.

SYSPRO Ribbon bar > Setup > Operators

The Employee field lets you link the SYSPRO operator to an employee who can be part of a team that can be allocated to a mission.

This link is required to filter the list of tasks according to the SYSPRO operator, which in turn limits the tasks the logged on Espresso operator can perform.

Program List > Sales Orders > Sales Order Processing

The following field description has changed in the Stocked Line pane:

  • Ship quantity becomes Reserved quantity when using order picking.

The following new program can be accessed when order picking is enabled:

  • SO Picking Options (launched when ending the order with items from a picking enabled warehouse).

Program List > Sales Orders > Sales Order Processing

The following new programs can be accessed when order picking is enabled:

  • Pick Review (launched when allocating sales order lines to a pick).
  • SO Picking Options (launched when ending the order with items from a picking enabled warehouse).

This program lets you reserve an order for picking, create a new pick or add to an existing pick.

The Create Mission and tasks option lets you create a mission from the sales order pick.

Program List > Inventory > Warehouse Management > Missions and Tasks

This program lets you delete completed and canceled missions, i.e. remove the mission data from the WhmMission and WhmMissionTasks database tables.

Program List > Sales Orders > Picking

This program lets you view sales order lines that have been released for picking, but not yet included in a pick.

Program List > Inventory > Cycle Counting System > Transaction Processing

This program lets you review stock items that were placed in the lost and found warehouse during the picking process or cycle counting.

Once investigated, stock items can be adjusted or transferred to the warehouse from which it came or to another warehouse.

Program List > Sales Orders > Sales Order Processing

The following Include/exclude option field has been added to the SO Reserved Stock Review Criteria pane:

  • Lines in 'Picking' status only

Program List > Inventory > Warehouse Management > Missions and Tasks > Reports

This report displays the information for missions as well as the tasks allocated to these.

Program List > Sales Orders > Picking

This is a new program that lets you view pick header and detail lines.

Program List > Inventory

The following column has been added to the Warehouse Valueslist view:

  • Allocated to picking

Program List > Sales Orders

The following fields have been added to the Sales Order Selection tab when selecting Preferences from the Options menu:

  • Released for picking (R)
  • In picking (P)

Program List > Inventory > Warehouse Management > Missions and Tasks

This program lets you query mission and task information. The tasks associated with the mission are displayed in the list view.

Program List > Inventory > Warehouse Management > Missions and Tasks

This program lets you allocate a mission to an employee as well as review missions and tasks.

Program List > Sales Orders > Picking > Browses

This program lets you view the details of picks.

This program displays the stock items that are stocked in a selected bin.

This program lets you view the lots, bin or serial allocations recorded in the Sales Order Entry program.

Program List > Inventory > Browses

The following columns have been added to the list view:

  • Lost and found warehouse
  • Picking cycle

Program List > Inventory > Warehouse Management > Browses

A link to the Stock Codes for Bin program has been added to the following field in the list view:

  • Bin

The following fields have been added to the Include preferences:

  • In picking (P)
  • Released for picking (R)

Program List > Inventory > Warehouse Management > Missions and Tasks > Browses

This program lets you browse the teams that can be allocated to missions.

Program List > Inventory > Warehouse Management > Missions and Tasks > Browses

This program lets you browse all missions and displays their statuses and sources (picking, cycle-counting or inventory putaway).

Program List > Inventory > Warehouse Management > Missions and Tasks > Browses

This program lets you view the employees that belong to a team.

The WHM Mission Team Maintenance business object lets you allocate a mission to a team.

The Teams Maintenance business object lets you add, change and delete teams that can be allocated to missions.

The WHM Mission Team Employee Maintenance business object lets you add, change or delete employees that form part of the teams to which missions can be allocated.

The SO Release Sales Orders to Picking business object lets you create a new pick on the sales order line as well as add the sales order line to the existing pick.

The SO Pick Status Change business object lets you change the status of a pick from open to confirm, cancel or complete. It also changes the pick line status.

The SO Pick Query business object lets you query sales order pick lines, including the quantity that is in picking, the sales order line that is attached to this pick, and the status of each pick line.

The SO Pick Search Query business object lets you query the details lines of a pick.

The SO Pick Quantity Review business object lets you query sales orders that have been reserved for picking and displays the corresponding ship quantity.

The WHM Mission Query business object lets you query a mission, and the tasks associated with that mission, from the WhmMission table.

The WHM Missions Query business object lets you query missions in the WhmMissionTasks and WhmMission tables and displays their status and source (i.e. picking, cycle counting or inventory putaway). It is called from the WHM Review Mission Tasks program and loads the results in the list view.

The WHM In Progress Missions Query business object lets you query all missions from the WhmMission table that are still in progress (i.e. missions that are not canceled or completed).