WHM Marshalling Query

This program lets you view the contents of an outer (i.e. the sales order pick lines that were added to the outer).

The status of the outer may be C - Created or D - Dispatched.

Exploring

Things you can do in this program include:

  • View the sales order and pick information linked to the outer

  • View the stock items and quantities packed in the outer

  • View the customer linked to the outer

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

  • Program List > Sales Orders > Picking

This is a Warehouse Management process where picks are consolidated, split, and packaged in preparation for dispatch.

This adds efficiency in the dispatch process by reducing costs when consolidating multiple orders fora single customer and ensuring that picked items are packaged correctly.

An outer is a container, such as a box, package, bag, etc. in which the picked stock items are packed to prepare them for dispatch.

This is a Warehouse Management process that is implemented within a company to ensure that the correct stock items (with the correct lot and serial numbers) have been picked, to verify quality of picked items prior to dispatch and to confirm that completed picks have arrived at their destination.

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.

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.

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

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.

Topics

Marshalling

Starting

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).

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

    This setup option only needs to be enabled if the Serial tracking system required setup option is enabled.

  • Fixed bins
  • Pick confirmation

  • Marshalling

  • Use marshalling for all customers

    The Use marshalling for all customers setup option is only enabled once you have enabled the Marshalling  setup option.

  • Show Warehouses (hyperlink)
    • Marshalling
    • Pick confirmation

    If you have enabled the Marshalling  or Pick confirmation setup options for the first time, you must save your changes, exit SYSPRO and log on again before proceeding with the setup options against the warehouse.

Solving

  1. Create and end the sales order using the Sales Order Entry program.

  2. The SO Picking Options program is displayed where you can choose to create a new pick, add the sales order lines to an existing pick or just release the sales order lines.

    • If the sales order lines are from different warehouses, you can only select the Release for picking option.

    • If the Marshalling setup option is enabled, the bin you select at the Destination bin field must be a dispatch bin in the marshalling area of the warehouse.

  3. Allocate the lots or serials using the Bins, Lots & Serial Allocation program.

    Once the allocations are complete, a pick is generated (if you selected to create a new pick or release for picking).

  4. Access the Pick Maintenance program and select the pick status to start the picking process.

    1. Pick the stock items and select the status again to complete the pick.

      If the Pick confirmation setup option is enabled, a window is displayed where you can select the Send to Pick Confirmation option. The status of the pick will change to F - Confirming.

      If the Pick confirmation setup option is disabled, the status of the pick will change to C - Picked.

  5. Access the Pick Confirmation program to verify the picked stock against the sales order confirm the pick. The lot and serial numbers and quantities can be updated, if required.

    Short-picked items are sent to the Lost and found warehouse, or an immediate adjustment journal transaction is created.

    You can also confirm the pick by selecting the F - Confirming status within the Pick Maintenance program.

  6. Once the pick is confirmed, the Pick Maintenance program is displayed.

    If the warehouse is configured as a Pick confirmation and Marshalling warehouse, then pick status is reflected as M - Marshalling, but if only the Pick confirmation setup option is enabled against the warehouse, then the pick status is reflected as C - Picked, which affirms that the pick is completed and you can proceed with the invoicing.

  7. Access the Marshalling program to marshall the pick. The top listview displays the pick lines that are available for packing and the bottom listview displays the packing containers, called outers.

    You can also marshall the pick by selecting the M - Marshalling status within the Pick Maintenance program.

    1. Add a new outer or select an existing outer that is still open (i.e. the outer status is C - Created) and then select the Add to Outer option to pack the selected pick lines into the outer.

    2. Then select the Dispatch Outers option to dispatch packed outers. The pick status is then updated to C - Picked, which confirms that the pick is completed and you can proceed with the invoicing of the sales order.

Using

  • 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.

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).

Outer statuses are mainly used in the Warehouse Management System.

The following indicates the possible status codes for an outer:

Status Description

C - Created

This indicates that the outer has been created and may have picked items allocated to it, but has not been dispatched.

D - Dispatched

This indicates that the outer has picked items allocated to it and has been dispatched.

Referencing

This lets you select the outer for which you want to view the content.

Field Description

Outer

This indicates the unique outer number associated with the sales order and pick.

Outer status

This indicates the current status of the outer.

Customer

This indicates the customer associated with the sales order.

Created date

This indicates the date when the outer was created.

Created by

This indicates the name of the operator who created the outer.

Dispatched date

This indicates the date when the outer was dispatched.

Dispatched by

This indicates the name of the operator who dispatched the outer.
Field Description

Outer line

This indicates the outer line number associated with the sales order and pick.

Pick number

This indicates the pick number linked to the outer.

Pick line

This indicates the pick line linked to the outer.

Sales order

This indicates the sales order number associated with the pick line.

Sales order line

This indicates the sales order line associated with the pick line.

Stock code

This indicates the stock code of the item that was allocated to the pick line.

Customer

This indicates the customer associated with the sales order.

Quantity

This indicates the stock quantity associated with the pick and packed into the outer.

Destination bin

This indicates the bin where the marshalling process takes place.

Destination warehouse

This indicates the warehouse where the marshalling process takes place.

Outer

This indicates the unique outer number associated with the sales order and pick.

Picker

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

Source bin

This indicates the bin from which the stock items were picked.

Source warehouse

This indicates the warehouse where the stock items were picked.

Status

This displays the current status of the pick.