Picking - Shipping
Description
The picking list for dispatch is the hub for the coordinator, as it provides him with an optimal overview of the order items that need to be delivered. (All order items with a delivery status are displayed, the logistical status of these items is displayed in the form of the planning status)
By automatically creating delivery notes and goods withdrawals from the list, the coordinator can actively intervene in further processing.
By printing the picking documents from the list, the packer receives his instructions. After completion of the work step, the picking papers, which have been extended by the package information, are returned to the coordinator. The coordinator can now enter the package data and report the delivery note as packed.
Furthermore, the order processor receives an overview of the processing status of his orders. For this purpose, the list must be switched from the position view to the order view via the radio buttons.
Functionality
- Structure of the list
- Creating the stock removal document
- Generation of delivery notes
- Printing the picking papers
- Setting the options
1. structure of the list
Various filter fields are available for filling the list to search for the order items to be sent. The search is triggered via the sum symbol in the toolbar.
The list shows all items that have to be delivered. These items are indicated by the presence of a delivery status.
An exception are the sales sets where the set itself has the delivery status. In this case, the sub-items of the sets can be listed even if they have not been assigned the delivery status. This means that both the delivery note for the set and the picking (removal from storage, packing) of the sub-items can be carried out from the picking list.
The order items can be added to the "Picking" status. This enables the sales department to select the items to be delivered and the warehouse to take over the complete picking of the parts.
2. generation of the stock removal documents
All items that are to be processed further must be selected in the list. (All items can be selected at once via the context menu of the list). If you now select the menu item "Further processing -> Create stock removal", the corresponding document is automatically created. Of course, this only happens for the items whose standard provision is stock removal.
Attention:
If no withdrawal document was created for an item once, please check whether the part has an invalid storage bin with stock! These cases are suppressed so that they stand out. In these cases, the total stock is no longer correct due to the incorrect stock in the invalid warehouse.
3. generation of delivery notes
Exactly in the previous point, the items that are to be delivered must be selected. Via "Further processing -> Generate delivery note", a delivery note with the corresponding items is then generated for each order.
4. printing the picking papers
5. setting the options
At the moment, all settings that can be made in the option window refer only to stock reservations that are to be made available!
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
Picking list - Shipping
| Menu item | Description |
|---|---|
| Edit | - |
| : Positions | |
| : : Further processing | - |
| : : : Create a page out | Creates an unposted stock removal document for the selected items. Here the selected items are filtered beforehand according to the warehouse reserved items. |
| : : : Create delivery note | Creates delivery notes for the selected items, the created delivery notes are then pure orders. |
| : : : Create invoice for delivery notes | Create invoice for the delivery notes of the selected order items. |
| : : : Add to picking | Add the status "Picking" to the selected order items |
| : : : Remove from picking | Remove the status "Picking" from the selected order items |
| : : Print labels | Printing the selected order items as labels |
| : : Show delivery note | Display of the delivery note for the order item |
| : : Show invoice | Displaying the invoice for the order item |
| : : Remove from list | The item is removed from the displayed list |
| : : Select all | |
| : Print picking list | Print the list as a report |
| Close | Close window |
| Options | Call up the option window |
| Symbol | Description |
|---|---|
 | Run statistics |
 | Update list |
 | Reset list |
 | Select orders |
 | Display document history |
 | Copy statistics to the clipboard |
 | Display disposition movements |
 | Show logistics account |
 | Display stock movements |
 | Show stock level |
| Field | Description |
|---|---|
| Picking - Shipping | |
| : Delivery date | Delivery date of the order items |
| : Date of provision | Provision date of the order items |
| : Date of dispatch | Dispatch date of the order items |
| : Commercial property | Commercial clerk of the order header |
| : Positions / Orders | |
| : Status | The button can be used to select predefined statuses, i.e. the corresponding statuses for "Open" and "Delivered" order items are set. Ready for dispatch status means that an order item is completely prepared and has a packed delivery note. |
| : : Positions | Status of the order items. |
| : : Orders | Status of the order headers |
| : : Picking | Picking status |
| : : : Only provided | Only completely provided positions or orders are considered in the search |
| : Order types | Application type of the application head |
| Further selection criteria / options | |
| : Filter (position search) | - |
| : : Released for distribution | Only those items are displayed which have already been released for sale. |
| : : Without direct delivery item | Only those items are displayed which are not directly delivered. |
| : : Ignore goods from non-disposable warehouses | Only those items are displayed which are taken from non-disposable warehouses. If the staging type of the part is not MRP, the system checks whether the warehouse set in the order item is a non MRP warehouse. If none is specified here, the main warehouse is checked. |
| : : Only order items without delivery note | If the order item has a delivery note as successor, it is not displayed here. |
| : : Only order items without retrieval | If the order item has a stock removal with the level 0 part as successor, it is not displayed here. |
| : : Packing date (delivery note) | |
| : Filter (order data) | - |
| : : Client | Select orders via the customer. You can perform the check against the customer and recipient. |
| : : Address | If you have selected a customer, you can limit the selection to a specific address of the customer |
| : : Shipping method | Select orders via the selected shipping method in the order. |
| : Display options | - |
| : : List sales set items | Display of the sales sets incl. the bottom parts |
| : : Recipient address | Show the delivery address in the list |
| : : Extended delivery note data | |
| : : Delivery note display | - |
| : : : First successor | |
| : : : Last successor | |
| : : : First unbooked successor | |
| : classification terms | The possible parts are defined by an order term with part structure. |
| button | Description |
|---|---|
| Commercial property | Opens the selection window of the employees for selection for the search. |
| Open | Selects all statuses that stand for an incompletely delivered item. |
| Delivered | Selects the status which stands for a completely delivered item. |
| Update list | Once the display options of the list have been changed, this button can be used to make the changes effective immediately without the need for a new search |
| Close | The window is closed. |
Option window
Here you can change all settings for ... can be made here. The window can only be closed with the "OK" button.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Description |
|---|---|
| Basic data | |
| : Delivery note quantity | Determine which quantity is to be included in the delivery note. |
| : : Open quantity | Order quantity minus the quantity already delivered |
| : : Application quantity | Total application quantity |
| : Filter (position search) | |
| : Display options | |
| Outsourcing | |
| : Print the generated page out | |
| : Receipts | |
| : : Order pure | A new document is created for each customer order of the parts to be outsourced |
| : : Sales set pure | Parts to be removed from stock under a sales set in the order are combined in one document. All other parts receive a separate slip |
| : : Bearing pure | A separate document is generated for each warehouse. For this purpose the storage bin in the warehouse account or from the document is used. |
| : Positions | |
| : : per order cost centre | The responsible cost centre is determined via the predecessors and a separate stock removal item is created for each cost centre. |
| : : per order position | A retrieval item is also created for each order item. |
| : : : also consider hand bearing parts | Manual storage parts are also displayed on the retrieval document. |
| button | Description |
|---|---|
| OK | The settings are saved and the window is closed. |
Related topics
Technical Documentation
Picking - Shipping
Module name
loggipic.mod
Classes
-
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
;){kind=link}
;){kind=link}
;){kind=link}