Selection Information Section

The Picklist Management program allows you to select a single warehouse location, Order type (Loaner or Sales Order) and an optional shipping method or Ship Via.  The Picklist Management program also allows you to specify the number of picklist documents to be produced (this selection is used only when the Print Next Picklist(s) Button is used). 

Once you have verified or changed the selections in the top section of the Picklist Management program, the program displays the orders that are available for shipment based on the selections being used.  The Picklist Management program displays sales order line item information and it will display one record in the program for each sales order line that is available for shipment (if multiple lines for a single shipment are ready to be invoiced, each order line is displayed separately in the program).

The Picklist Management Program displays only the sales order lines that can be filled or completed when you select the program from the menu.  The logic for which sales order lines are displayed is based on the following conditions.

•      Not on Hold - You may not print a picklist for any sales order (or loaner)  that has any open holds placed on it (based on the order header and line item hold string fields and the associated hold records for each hold).  The Picklist Management program will not display any of the order lines for any orders on hold.

•      Not Printed - The sales order line is not printed (the Picklist Management program will not display any sales order lines that are currently printed).

•      Warehouse Location - The sales order line is for the selected warehouse location.

•      Order Type - The sales order line is for the selected order type (sales order or (type S) or loaner (type L).

•      Allocated - The sales order line is allocated to.  Only open or allocated to sales order lines are displayed by the program.  The system also checks the partial flag in the order header and if the order is flagged as No Partial, the sales order line will be displayed only if all lines for the order in the current warehouse are allocated to and available for shipment.

•      Picklist Window - The sales order line has a schedule date that falls in the current picklist window.  The Picklist window is the number of days that is added to the current date when determining which order lines should be printed by the program.  The window is determined by the System Control Parameter F248: PLWINDOW.  If this parameter is set to 7 days, the program will display and allow you to print picklists with schedule dates up to 7 days in the future.  The window is used to ensure that you have enough time to print sales orders and prepare them for shipment prior to the scheduled shipping date for the order (please see the Order Processing documentation for more information about the scheduled shipping system).

The Selection Information Section of the Picklist Management program is used to specify the warehouse location, order type and optional shipping method to be used when producing picklists.  The selections are used when you print picklists using the Print Next Picklist(s) button and when displaying the order lines that are available to be printed in the Ready Picklist Queue.  You may change the information in each of the selections using the Prompt button that is located to the right of each of the windows displayed in the Selection Information section of the program.

Loc:  The warehouse location that orders should be displayed for.  The prompt button located on the right side of the window can be used to display and select from the valid warehouse locations that have been set up on your system.

Order Type:  Determines if the program should process and display Type S or Type L sales orders.  Sales Order or Type S orders are “normal” sales orders used to invoice your customers for the goods being shipped out.  Loaners or type L orders are used to send goods to customers at no charge, to send samples to reps, to return goods to vendors and to process inter-facility transfers.  When a Loaner order is invoiced, records are created in the Pending file to track the items shipped out and the customer or vendor on the order is not billed.

Shipvia:  The Shipping Method.  If a specific Ship Via is selected in the Selection Information section of the Picklist Management program, the program will display and print only the sales order lines that should be shipped using the selected shipping method (and that match the other information specified in the Selection section of the program).  If a Shipvia is selected and the Print Next Picklist(s), button is pressed, the system will print the number of picklists that are available for the selected shipvia, or the number of picklists selected in the How Many Window – whichever is less.  Once the picklists for the selected shipvia have been printed, you must select another shipvia or a blank shipvia to see and print any other printable orders.


On Demand Options