You use the WMS Pick Slip program to generate a report of stock items for sales orders that have not yet been shipped. These include orders in process (i.e. status 0) orders ready for printing (i.e. status 1), orders released for printing (i.e. status 3) and order in the warehouse (i.e. status 4).
This information is used as the source document for extracting items from stock, and to assist the process of updating the sales order in preparation for printing the delivery note.
Picking slips are best suited to an environment where stock is allocated on the same day that it is shipped.
You would generate this report to assist you in picking items from stock. The picking slip only includes order lines that have not previously been included on the picking slip.
A reprint option is available to include previously printed order lines.
| Field | Description | ||||
|---|---|---|---|---|---|
| Sequencing | Indicate the sequence in which you want to print the
picking slips. At least one sequence must be selected. Up to six sequences can be selected, including the following:
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| Page Break | Select this against a sequence number to start a new
page each time the sequence value changes for that sequence
number. For example if you select Sequence one - Warehouse and you select Page Break for Sequence one, then the picking slips for each individual warehouse are printed on a separate page. |
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| Summarize | Select this to print the total mass, total volume and
number of picking slip lines for the selected sequence. A report total for mass, volume and number of picking slip lines is printed at the end of the report. When you select this option for a sequence, the Page Break option is automatically selected. |
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| Bin group length | This applies if one of the sequences selected is the
Bin location and you selected the
Page break option for this
sequence. Indicate the number of characters that must be used to determine when a bin must be printed on a new page. For example: Against the selected orders you have the following bin locations: FG001, FG002, FG010. If you enter 3 as the bin group length, then the system matches the first three characters of each bin and prints a new page only when it finds a bin where there is no match. In this example, all three bins would be printed on the same page as FG001, FG002, FG010 all have FG0 as the first three characters. If you enter 4 as the number of characters in a bin group length, then the system matches the first four characters of each bin and prints a new page only when it encounters a bin where there is no match. In this example, bins FG001 and FG002 would print on the same page, and bin FG010 would print on a new page. |
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| Whole order processing | This applies to customers for whom the entire order must be shipped simultaneously (i.e. the Invoice whole order only option is selected for the customer (AR Customer Maintenance - General Details - Minimum order rules). | ||||
| Include | Select this to include customers for whom the entire
order must be shipped simultaneously. The back order value for each order line is checked. If any line has a positive back order quantity, the order is excluded. Therefore, picking slips are only printed for orders which have no back order quantity on any line. |
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| Exclude | Select this to exclude customers for whom the entire order must be shipped simultaneously. No picking slips are printed for orders for these customers, even if there are no back order quantities in the order lines. | ||||
| No checking | Select this to ignore the invoice whole order only rule and print picking slips for these customers. Lines are not checked for back order quantities. | ||||
| Order status | Indicate the sales order status(es) for which you want to print picking slips. Refer to Status Codes for additional details on sales order status codes. |
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| 0 - In process | Select this to print picking slips for orders currently in process. | ||||
| 3 - Released backorder | Select this to print picking slips for orders in open back order. | ||||
| 1 - Open order | Select this to print picking slips for orders for which the delivery note has not yet been printed. | ||||
| 4 - In warehouse | Select this to print picking slips for orders for which the delivery note has already been printed. | ||||
| Line status | Refer to Sales Order Line Statuses for additional details on order line statuses. | ||||
| 0 - In process | Select this to print picking slips for order lines currently in process. | ||||
| 4 - In warehouse | Select this to print picking slips for order lines for which the delivery note has already been printed. | ||||
| Reprint | Select this to reprint picking slips that have been previously printed. | ||||
| Print options | |||||
| Print order line comments | Select this to print comment lines attached to an order line on the picking slip. | ||||
| Print extended information | Select this to print the following additional
information on picking slips:
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| Print long description | Select this to print the stock code long description on picking slips. The long description is printed below the stock code description. | ||||
| Print lot information |
Select this to print stock code lot numbers on the picking slips.
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| Print serial number |
Select this to print stock code serial numbers on the picking slip.
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| Include Non-Stocked |
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| Include | Select this to include non-stocked items when printing picking slips. | ||||
| Exclude | Select this to exclude non-stocked items when printing picking slips. | ||||
| Only | Select this to only print picking slips for non-stocked
items. If you select this option, then you cannot sequence the report in Warehouse, Warehouse area, Bin location or Bin sequence. |
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![[Note]](images/note.png)
In addition to the report options that can be selected, the following selection criteria can be defined:
| Selection | Description |
|---|---|
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Alternate stock key |
Indicate the range of alternate keys for stock items for which you want to print picking slips. The wording for this option is replaced by whatever wording you have assigned to the Alternate key 1 field (Inventory Setup - User Defined tab). Alternate key information defined against stock items is printed only if you selected to print the report in Alternate key stock, Order number, Warehouse, Bin location sequence. |
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Alternate sales order key |
Indicate the alternate keys on sales orders for which you want to print picking slips. The wording for this option is replaced by whatever wording you have assigned to the Description for alternate key field (Purchase Orders Setup - General 2 tab). Alternate key information captured against the header details of a sales order is printed only if you selected to print the picking slips in Alternate key stock, Order number, Warehouse, Bin location sequence. |
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Geographic area |
Indicate the geographic area(s) for which you want to print picking slips. |
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Bin |
Indicate the bin location(s) for which you want to print picking slips. |
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Bin sequence |
Indicate the bin sequence(s) for which you want to print picking slips. This only applies to warehouses for which the Warehouse Management System bins are defined. |
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Branch |
Indicate the Accounts Receivable branch(es) for which you want to print picking slips. |
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Customer class |
Indicate the customer class(es) for which you want to print picking slips. |
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Customer |
Indicate the customer(s) for which you want to print picking slips. |
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Line ship |
Indicate the line ship date(s) for which you want to print picking slips. |
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Order type |
Indicate the sales order type(s) for which you want to print picking slips. |
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Product class |
Indicate the product class(es) for which you want to print picking slips. |
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Route |
Indicate the Trade Promotions route(s) for which you want to print picking slips. |
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Sales order |
Indicate the sales order(s) for which you want to print picking slips. |
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Stock code |
Indicate the stock code(s) for which you want to print picking slips. |
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Warehouse |
Indicate the warehouse(s) for which you want to print picking slips. |
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Warehouse area |
Indicate the warehouse area(s) for which you want to print picking slips. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).
If you selected the option: Include Non-Stocked - Include, then the Sequencing you indicated is ignored for these items and the items are printed at the top of the report. The sequencing is then applied to the rest of the items on the report.
If a picking slip is printed for a portion of an order line, then subsequent picking slips for the same order line include the additional quantities to be picked and shipped (i.e. previously printed quantities are included).
For example:
You have a sales order with one order line as follows: Order quantity 10, Ship quantity 3 and Back order quantity 7. The quantity on the first picking slip printed is 3.
You now release the back order quantity of 7. When you now print the picking slip, the quantity on the picking slip is 10 and not 7.
Picking slips therefore work best when you are shipping the entire order quantity.
You could split the order into two lines. One line with order quantity and ship quantity of 3 and one line with order quantity and back order quantity of 7.
When you print the picking slip for the first line of 3, the picking slip quantity will be 3.
When you then release the back ordered line with a quantity of 7 and print the picking slip, the quantity on the picking slip will be 7. Note that in this case, the first line is not reprinted on the picking slip.