Walkthrough: Create Picks Order by Order
In our company we use a straightforward way in processing Sales order to be shipped. We use a third party to do our transport. This party places trailers to our docks. The flow we use, is:
- The Sales employee, enters the sales order, and when it is ready to be picked, he creates a Warehouse Shipment per Sales Order
- The Warehouse Planner checks the Warehouse Shipments and creates warehouse picks per Warehouse Shipment
- The Warehouse Picks are picked and put in front of the trailer on the loading floor.
- The Pallets are put in the trailer, when the Shipping Company notifies us, a truck is on his way.
Setup
Create a new picking template
1. Select the Search icon 
, enter Warehouse Template Groups, and then choose the related link.
2. On the Warehouse Template Groups page, choose the New action.
3. Fill in line:
| Code | Pick Template Code |
|---|---|
| FULLMIXDES | 40Full and Mix Pallets per Destination |
4. Close the page.
5. Select the Search icon , enter Warehouse Templates, and then choose the related link.
6. On the Warehouse Templates page, choose the New action.
7. Fill in line:
| Warehouse Template Group | Warehouse Template Code | Sequence | Description | Active | Pick Rounding | Pick Unit of Measure | Create Pick by | Picking Type |
|---|---|---|---|---|---|---|---|---|
| FULLMIXDES | FMD_FULL | 0 | Full Pallets | Yes | Pick Unit of Measure from the Pick Template | PAL | Destination | Full |
Explanation
- Sequence: 0 This will be the first line processed in the Warehouse Template Group
- Picking Type: Full Indicating this pick will only contain Full Pallet Quantities, based on the value in field Pick Unit of Measure.
- Pick Unit of Measure: PAL
- Should be equal to the value of the Default Pallet UOM field in the Adv. Warehouse Setup when Picking Type is Full.
- When Calculation the quantities to be processed in the full pallet pick, they are based on this Unit of Measure
- Create Pick by: Destination When we have multiple destination on one warehouse shipments, the pick will be created by destination, the full quantities will be calculated per destination. The destination is determined by the chosen option in the Destination field in the Adv. Warehouse Setup.
8. On the Warehouse Templates page, choose the New action.
9. Fill in line:
| Pick Template Group | Pick Template Code | Sequence | Description | Active | Create Pick by | Picking Type | Move to Template Code |
|---|---|---|---|---|---|---|---|
| FULLMIXDES | FMD_MIX | 1 | Mix Pallets | Yes | Destination | Mix | FMD_FULL |
Explanation
- Move to Template Code: If there are multiple warehouse shipment lines with the same item, and with a total of at least 1 PAL, specified in the Pick Unit of Measure field of the Move to Template Code line, we will add those lines to the full pallet pick for this destination in a multiple of the PAL.
Sales Order to Picks
10. Select the Search icon , enter Sales Orders, and then choose the related link.
11. On the Sales Orders page, choose the New action.
12. In the Customer Name field, enter the No. 95610 (Fairway Sound Café LPN).
13. Fill in line:
| Item | Quantity |
|---|---|
| 1012 | 100 |
| 1212 | 100 |
| 1082 | 2 |
| 1012 | 30 |
14. Select the Release action.
15. Select the Create Warehouse Shipment action. The Warehouse Shipment page opens.
16. Select the Create Pick action.
17. On the Whse.-Shipment - Create Pick page, in the Picking Template Group field, select FULLMIXDES.
18. Select OK. New picks are created.
19. On the action bar, select Related > Shipment > Pick Lines. The Warehouse Activity Lines list page opens.
20. Select the first line.
21. On the action bar, select Show Document. The Warehouse Pick page opens.
22. Check the Pick
Explanation
- Header: Check the Pick template and Destination fields.
- Lines: In the sales order and the warehouse shipment order, we had 1 line for 100 CRATES and 1 Line for 30 CRATES of item 1012 When creating picks from multiple lines, the standard function would calculate 2x40 for the full pick and 1x20 + 1x30 in the mix pick. Because of using the Move to Template Code, the calculation can now add 1x20 + 1x20 to the Full pick, because it is 1 full pallet for the same Destination.
23. Select the Delete action.
24. Select the first line.
25. On the action bar, select Show Document.
The Warehouse Pick page opens. 26. Check the Pick.
27. Select the Delete action.
28. Close the page. The Warehouse Shipment page appears.
Preparing the full pick for manual processing
29. Select the Search icon , enter Warehouse Templates, and then choose the related link.
30. On the Warehouse Templates page, filter the Pick Template Code field to FMD_FULL.
31. Select the Edit List action.
32. Select the Split lines per Pick Unit of Measure check box.
33. Close the page. The Warehouse Shipment page appears.
Create pick on Warehouse Shipment
34. Select the Create Pick action.
35. On the Whse.-Shipment - Create Pick page, in the Picking Template Group field, select FULLMIXDES.
36. Select OK. New picks are created.
37. On the action bar, select Related > Shipment > Pick Lines.
The Warehouse Activity Lines list page opens. 38. Select the first line.
39. On the action bar, select Show Document.
The Warehouse Pick page opens. 40. Check the Pick
Explanation
- Lines: Due to enabling Split lines per Pick Unit of Measure on the Warehouse Template, the lines will not have a quantity larger than the Default Pallet UOM. What means when processing the pick, you do not need to split the lines before entering all Item Tracking.
41. Select the Delete action.
42. Select the first line.
43. On the action bar, select Show Document. The Warehouse Pick page opens.
44. Select the Delete action.
45. Close the page. The Warehouse Shipment page appears.