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.
The picking is reported in the Report Picking of Pick Lists window. Confirm the picking by using the Report Picking right mouse button option. This option is also available per shipment in the Shipment and the Shipments windows.
In case the quantity or location of the parts differs from what is stated on the pick list, the report should be entered in the Report Picking of Pick List Lines window. This window is available in the shipment via the Report Picking of Pick List Lines right mouse button option.
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 should be entered in the Report Picking of Pick List Lines window.
For customer orders, 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 column. 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.
The use of shipment inventory is mandatory for shipments. Depending on setup you may be able to change the suggested shipment location at the time of picking.
Report Picking of
Pick Lists
Report
Picking of Pick List Lines
Quick Order Flow Handling
Shipment
Shipments
Report Picking of Pick Lists
Report Picking of Pick List Lines
Move into Shipment Inventory
Quick Order Flow Handling
Shipment
Shipments
To report picking via a shipment:
Note that report picking via a shipment can be done automatically in the shipment flow if the shipment type allows this.