Report Picking, Quantity Deviation
Explanation
When you handle customer orders or shipments with stored
parts, they need to be reserved and
picked on a specific inventory location. Whenever the parts are picked, the
warehouse staff
should enter what, how much, and from which inventory location they have picked the parts
for each specific order or shipment.
Use the Report Picking of
Pick List Lines window and/or the
Warehouse Task/Report Picking of Customer
Order tab to report picking with deviation from the generated pick list. In
the Shipment and the
Shipments windows, you can report pick
of pick list lines by using the Report Picking of Pick List Lines
right mouse button option. In this window, it is
possible to report picking of pick list line-by-line.
When the pick list lines are
from a customer order line, you can pick both fewer and more parts than stated
on the pick list. The Close check box on the order line can be used to close the order line after picking. You can use this function if you
want to pick report fewer parts than ordered and you do not intend to pick and deliver the remaining parts.
When pick list lines are from a project deliverable
shipment plan, it is not allowed to pick more parts than stated on the pick
list.
You only need to change the quantity on those pick list lines that deviate; the remaining
lines are reported according to the pick list. If you pick fewer parts than stated on the pick list
line the remaining quantity is released, unless you use shipment inventory and
choose to keep remaining reservations at partial picking via the order type or shipment
type. Partial picking is useful if you are not able to pick everything at the
same time due to some constraint (e.g., what you pick does not fit on the forklift
or in the handling unit you pack into), then you can pick multiple times until
you have picked everything.
In case one or several of the parts to be picked are serial tracked
at
receipt and issue but not
serial tracked
in inventory or catch-unit-handled, the Report Picking of
Pick List Lines
window should be used to report picking. The Report
Picking option in the right mouse button menu will be unavailable.
For customer order connected pick lists, you can also choose between picking the parts from the selected location and picking the parts from a location other than
stated.
When handling customer orders which are not
connected to shipments, if you no longer want to
deliver the entire quantity picked, it is possible to
change this in the Deliver Customer Order with Differences
window for lines not connected to any shipment. Query for
the order in question, right-click on the line and then click Make Changes in Delivery of
Inventory Parts. In the dialog box that
appears,
enter the required quantity to deliver in the Qty to Deliver field. Click OK, right click on the line
and then click Deliver Inventory Parts. Click OK in the dialog box that is displayed.
This means that the quantity is no longer reserved.
For a shipment, if you no longer want to deliver the
entire quantity picked, it is possible to adjust the picked quantity before
delivery in four different ways: removal of shipment lines, reassignment of
shipment line quantities, reassignment of handling units, or adjustments in the
shipment inventory. This means that the content of the shipment is changed and
the handling unit structure and the documents must be reviewed again before
delivery.
When pick-reporting MRO Objects, it is not possible to report more than the reserved quantity.
Prerequisites
- The customer order lines or shipment lines must have been reserved.
- A pick list must have been generated.
- For customer orders, if you want to use multiple units of measure when
entering the quantities to pick, the inventory part must have been connected to an
input
UoM group, and also the Sales Usage Allowed check box on one or more
input UoMs (belonging to that input UoM group) must have been selected.
System Effects
- The customer order lines or shipment lines 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.
- For customer orders, 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 a shipment inventory, 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.
- For customer orders, if a quantity
greater than the quantity on the pick list is reported, supply peggings will
be reduced. However, pegging quantities are not always deducted. The pegging
quantities are only deducted if the quantity to peg is affected for the
customer order. If the existing pegging has a one-to-one relationship with a
demand, the peggings will be automatically adjusted (reduced). If multiple
peggings exist for the customer order line, the pegging quantities will be
reduced. In this case, peggings against purchase order lines are prioritized
and will be consumed before peggings against shop orders.
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/Details
Report Picking of Pick List Lines/Aggregated
Warehouse Task
Warehouse Task/Report Picking of Customer Order
Warehouse Task/Report Picking of Customer Order/Details
Input UoM Parameters
Shipment
Shipments
Procedure
- Open Report Picking of Pick List
Lines window, search for the required pick list via the Populate or Query function. The lower part of the window displays the
reserved parts. The required pick list can also be
reached by right-clicking and then clicking the Report Picking of Pick List Lines
option in the Shipment window, Report Picking
of Pick Lists window, in the Shipments
window and in the Consolidated Pick
List/Connected Shipments tab.
- In the Qty to Pick column, state the correct quantity of parts that have been picked. You only need to state the quantity
for those lines that differs from the pick list.
(You can only report more quantity than stated in the pick list only if the
pick lists are for customer order lines).
Note: If you have connected the inventory part to an input UoM group and
selected the Sales Usage Allowed
check box (on one or more input UoMs of that group),
then you can enter the quantities of picked parts, in input
units other than the inventory unit of measure. You can select an input UoM
from the Input UoM list. You can enter the parameters either in
the Input Qty field or the Input UoM Parameters
window.
- For customer order connected pick lists,
mark the Close check box to close the order line after picking, if you want to pick report fewer parts than ordered
and you do not intend to pick and deliver the remaining parts.
- Select the line(s) and confirm the report by selecting Report Picking from
Selected Locations from the Operations menu.
In case there also were order lines with no deviation, the system reminds you about them. (See step 5)
- To pick all remaining line(s) on the pick list at the same time, right-click in the
header and then click Report Picking of Pick List
Lines.
Note: This is only possible when in the Report Picking
of Pick Lists/Details tab.
- Select OK to confirm the report in the displayed information box.
- If there are reserved
unidentified
parts that are serial tracked at receipt and issue, then the
Identify Serials dialog box appears to identify serials.
You can enter or use the list of values to enter available serials at the selected location. Confirm the serial by
clicking OK.
If the parts are
serial tracked
at receipt and issue but not
serial tracked
in inventory, a dialog box appears where the serial number(s) that has been picked should be
identified. Click OK when completed.
- In case you have entered a quantity greater then the revised quantity, i.e. the quantity stated on the order line,
the
Overpicked Order Lines
dialog box will appear. To confirm the pick report, click OK in the dialog box.
- In case the parts are to be delivered into a shipment location, a dialog
box displays an inventory location 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.
- If the picking was done by selecting lines and
then selecting Report Picking from
Selected Locations from the operations menu (see step 4), and you pick
less than all the pick list lines corresponding to the same order line
without closing them, and you have not chosen to keep reservations at
partial picking into shipment inventory, then you will get a question to
decide whether or not the remaining reserved quantity should be kept and
possibly picked later.