Report Picking, Aggregated
Explanation
When you handle customer orders or shipments with inventory parts, they need to be reserved and picked at a specific inventory location.
For parts packed in handling units it is possible to report picking on the
handling unit instead of reporting it per part and quantity. The whole handling
unit is reported as picked which means that all the content of that handling
unit is also pick reported. Any deviation to the content of a handling unit has
to be handled in the report picking on a detail level.
For parts not stored in handling units or parts being picked out of a
handling unit (partially reserved handling unit), the aggregation level is per
location. This means that for these lines you can do one aggregated report
picking for the location instead of reporting it per part and quantity. This
could be useful if the picking has been done using the pick list report per
detail and the actual reporting is done when all pick for one location is
complete.
While looking at the pick list from an aggregated point of view it is still
possible to report picking of the content of for example a handling unit. Report
picking with a quantity deviation can then be done on the detailed level but it
is not possible to report picking on another location. To do that one need to
report picking on the detailed level, per inventory part in stock records being
reserved on the pick list.
When going through the aggregated pick list lines you might decide that some
of them will not be picked. This can be handled by releasing reservations for
those records.
Prerequisites
- The customer order lines or shipment lines must have been reserved.
- A pick list must have been generated.
- When reporting picking on an aggregated level it is not possible report a
quantity deviation. Whole handling units needs to be pickreported.
System Effects
- The customer order lines and/or shipment lines that make up the content of
the aggregated line will be reported as picked .
- Reservations for parts not pick reported are dropped,
unless you pick on line level and have chosen to keep reservations at
partial picking into shipment inventory.
- If the Close check box is marked to close the order line after picking, the order line will not receive the
Partially
Delivered status when the delivery is made. Instead the order line receives the status
Delivered.
- For source lines connected to a shipment, the next
event in the shipment flow will be triggered if the shipment type allows
this. Any optional events defined to be
executed at report picking in the shipment flow, will be triggered.
- If you use shipment
or shipment inventory functionality for customer orders, a dialog box is visible after the confirmation of the
report. The dialog box suggests a shipment location as a default value. If you have access
to several shipment locations, you can select a shipment location other than proposed.
Window
Report Picking of
Pick List Lines
Warehouse Task
Shipment
Shipments
Related Window Descriptions
Report Picking of Pick List Lines
Report Picking of Pick List Lines/Aggregated
Warehouse Task
Warehouse Task/Report Picking of Customer Order
Warehouse Task/Report Picking of Customer Order/Details
Warehouse Task/Report
Picking of Customer Order/Aggregated
Shipment
Shipments
Procedure
Report picking of an aggregated line.
- Search for the required pick list via the Populate or Query function. In
the upper part of Aggregated tab the
aggregated pick list lines are displayed. The required pick list can also be
reached by right-clicking and then clicking the Report Picking of Pick List Lines
option in the Report Picking
of Pick Lists window, in
the Shipment window and in the
Shipments
window.
-
Select the line(s) to be picked and right-click and then click Report Picking.
- For customer order connected pick list lines, you can mark the Close check box to close the order line(s) reserved in
the handling unit after picking. This could be used if you want to pick report fewer parts than ordered
and you do not intend to pick and deliver the remaining parts.
- Select OK to confirm the report in the displayed information box.
- In case the parts are to be delivered via a shipment or shipment
inventory functionality for customer orders is used, a dialog
box displays an inventory as default value. If you approve of this location,
confirm by clicking OK. If you have access to several shipment locations
and wish to place the parts in another location, click on the list box to view a list of all existing shipment locations.
Select the desired inventory location and confirm the transaction via the OK button.
Release reservations for an aggregated line.
- Search for the required pick list via the Populate or Query function.
In the upper part of Aggregated tab the
aggregated pick list lines are displayed.. The required pick list can also be
reached by right-clicking and then clicking the Report Picking of Pick List Lines
option in the Report Picking
of Pick Lists window, in
the Shipment window and in the
Shipments
window.
- Select the line(s) that shouldn't be picked and right-click and then
click Unreserve Pick List Lines.
- Select OK to confirm the report in the displayed information box.