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 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 sales 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 slip 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.

For Order Picking, the destination bin of the generated pick can be selected within the SO Picking Options program.

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 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

Marshalling

Starting

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration 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
  • Pick allocation override

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.

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.

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.

Once a pick is completed, you can't change the order quantity or dispatch quantity or the quantity linked to the order or dispatch line. You also can't cancel the sales order or sales order line once the pick has been completed, nor change the quantity on the dispatch note.

If you need to reduce the quantity you want to dispatch after the pick has been completed, you have two options:

  • Either continue to invoice the customer for the picked quantity and then process a credit note, or

  • Invoice the dispatch note and then create a credit note.

No, you can't.

If there is a shortfall when picking a component linked to a kit type item, do the following:

  1. Stop and cancel the pick using the Pick Maintenance program.

    Move the quantity on the sales order to back order when prompted (so that allocations can be de-allocated).

  2. Ship the kit item again within the Sales Order Entry program, using the correct quantity.

    You can then create a new pick for the kit item.

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 SO 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.

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 Lineslistview, 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 listview.

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

You can override the bin, lot or serial that was allocated to the pick using the SYSPRO Desktop version as well as SYSPRO Espresso.

  1. Launch the Pick Maintenance program.

  2. At the Pick field, enter or select the pick for which you want to change the stock allocation.

    The selected pick's details and pick lines are displayed.

  3. Select the Edit hyperlink at the Override allocation column in the Pick Detail Lineslistview.

    The Edit hyperlink is only available (i.e. you can only allocate different stock to the pick) if the status of the pick line is O - Outstanding and the Pick allocation override setup option is enabled against the warehouse.

    You can select the status to change the status of the pick line.

    The Sales Order Pick Allocation Override program is displayed.

    1. Enter the bin, lot or serial and if required, the quantity.

    2. Select the Add to list option.

    3. Select Yes at the pop-up message that prompts you to confirm if you want to accept the allocations.

      You can only save the allocation once you have allocated the same stock quantity that was allocated before.

      You are returned to the Pick Maintenance program.

  4. Exit the Pick Maintenance program.

Use the Pick Amendment Journal program to generate a report of all pick lines where the original stock allocation was overridden.

  1. Launch the Missions & Tasks or the Order Picking application.

  2. At the Pick field, enter or select the pick for which you want to change the stock allocation.

    The selected pick's details and pick lines are displayed.

  3. Edit the pick line for which you want to change the stock allocation.

  4. Select the Override allocations option.

    The Override allocations option is only available (i.e. you can only allocate different stock to the pick) if the status of the pick line is O - Outstanding and the Pick allocation override setup option is enabled against the warehouse.

    Select the Change line status option to change the status of the pick line.

    The Override Pick Allocations application is displayed.

    1. Enter the bin, lot or serial and if required, the quantity.

    2. Select the Add line option.

      The allocation detail line is added to the grid. You can select the Edit option to edit the line.

    3. Once you have allocated the same stock quantity, you can select the Save line option.

      You are returned to the Missions & Tasks or Order Picking application.

Using

Sales order pick statuses are mainly used in the Warehouse Management System.

The following indicates the possible status codes for a sales order pick:

Status Description
S - Started

This indicates that the sales order pick has started.

It is applied to the pick header and detail lines when you start the picking process.
O - Outstanding

This indicates that the picking process is still required.

This status is applied to the pick header and detail lines once a sales order is ended, if the pick is created in one of the following programs:

  • Sales Order Entry
  • Sales Order Entry Express
  • Back Order Release
C - Picked This applies to the pick header and detail lines and indicates that the sales order pick process is complete.

X - Cancelled

This status is applied to the pick header when the sales order pick is canceled.

F - Confirming

This indicates that the picked items have been sent to the relevant warehouse area where they are in the process of being confirmed.

This status is applied to the pick header and detail lines once the lines have been picked and the pick is sent for confirmation.

M - Marshalling

This indicates that the picked items have been sent to the relevant warehouse area where they are in the process of being marshalled.

This status is applied to the pick header and detail lines once the lines have been picked and the pick is sent for marshalling, or if the pick confirmation has been completed (if the Pick confirmation setup option is enabled against the warehouse).

  • Columns in a listview 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 listview). Select and drag the required column to a position in the listview 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 listview or form to view a complete list of functions available.

Referencing

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

This saves the details you entered or changed.

This cancels the pick. The pick can no longer be maintained.

Field Description

Status

This displays the current status of the pick.

Pick status

Select the hyperlink 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 C - Picked 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.

Completed date

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

Created by

This displays the operator who created the pick.

Picker

This indicates 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.

Hover over a detail line to view the pick information and allocation.

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

This cancels the pick and changes the status of the pick to be X - Cancelled.

The pick can no longer be maintained and the pick detail line is removed from the listview.

This lets you mark selected detail lines as picked.

This lets you mark selected detail lines as not picked.

Field Description

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.

You can right-click on the status of the pick detail line to move it to the next status.

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.

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.

Unit of measure

This displays the unit of measure of the allocated stock.

Destination warehouse

This displays the warehouse in which the allocated stock is located.

Override allocation

Select the Edit hyperlink to override the stock allocation that is currently linked to the pick using the Sales Order Pick Allocation Override program.

The Edit hyperlink is only available (i.e. you can only allocate different stock to the pick) if the status of the pick line is O - Outstanding and the Pick allocation override setup option is enabled against the warehouse.

This hyperlink is not available for pick lines that have been completed (i.e. with a status of C - Picked).