Sales Order Processing Help
This command is available only if you use the Sales Order Processing and Stock Control applications. It applies if the Use Picking Process option on the Advanced Options form is selected. This option is accessed from the Action menu on the Sales Order Processing - Utilities - Set Options form.
Use the Picking command to list items allocated to orders and confirm or amend the quantities suggested for picking. You can print a picking list, if required. If you do not have the Stock Control application, all products matching the criteria for selection are offered for picking, because you cannot allocate product file items. If you use the Stock Control application, only allocated order lines are offered for picking.
The picking procedure is not used for the picking of serial or batch numbers for traceable stock. Picking of traceable records is done at the time of issue. Traceable stock only applies if you have the traceability feature activated. If you need to process stock records that are traceable by serial or batch numbers, refer to the Traceability section within the Stock module documentation for information.
There are two options on the Advanced Options form that affect how the picking process works. These options are accessed from the Action menu on the Sales Order Processing - Utilities - Set Options form.
Option |
Description |
|---|---|
Force Stock Allocations |
If the option is ticked and the quantity that is picked is less than the quantity allocated, the application de-allocates the unpicked quantity automatically. If the option is not ticked, the stock allocation is not changed if the picked quantity is less than the allocated quantity. |
Picking from Allocations |
If the option is ticked, when you use the Allocations command, you must produce the picking list before you can use the Allocations command again. If the option is not ticked, you use the Allocations command as often as you want before first producing the picking list. |
The first part of the picking procedure involves specifying the criteria that determine which records are presented for picking. You complete the following details on the Picking Options form.
Option |
Description |
|---|---|
Range |
An option that determines what you can select under Range. You can select Product, Account, Warehouse, Order No., Route or Bin Loc. from a list. |
Edit |
The start and end references that determines the range of orders selected for picking. This depends on your selection in the Range list. |
Due Date |
The start and end dates that determine the range of orders selected for picking on the basis of whether the due date falls within this range. The default for the To box is the system date. |
Due Today Only |
An option that determines whether you want to include only those orders which are due today. |
Include Negative Stock Items |
An option that determines whether you want to include stock items that have negative in stock quantities. |
Priority |
The start and end priority codes that determines the range of orders selected for picking. The default is all priorities (0 to 9). |
The Picking form displays all relevant order lines according to the criteria specified and whether they are allocated (for Stock module items only). For any line on the form, you can change the suggested picking quantity in the Quantity Picked box. You can use the Sequence command on the Action menu to change the order in which detail lines are listed. This will toggle between warehouse and stock item order and customer. The default sequence is warehouse and stock item (that is, warehouse codes are sorted first, then stock items are sorted within warehouse code).