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System Settings.
The behavior of most of the picking screens can be changed according to the warehouse picking strategy by updating some of the system and warehouse settings.
In this user guide, we will be focusing on some of the key settings for picking screen customizations.
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<content>The majority of the System and/or Warehouse settings will be located under the DISPATCH and SALES_ORDER_PICKING System Names.
Autoload Stock Code, Lot and Auto-populate QTY
These settings are applicable to the Pick Tab on any picking screen where the user can allow the stock code, lot, and quantity to auto-load when scanning the TrackID.
For autoloading the stock code and lot:
On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse (typically, it would be the warehouse you are signed into) and locate the SALESORDER_PICKING setting name. Here you can update the AUTO_LOAD_LOT and AUTO_LOAD_STOCK settings to Y(es) to autoload.
For autoloading the Qty:
On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse (typically, it would be the warehouse you are signed into) and locate the DISPATCH setting name. Here you can update the AUTO_POPULATE_QTY settings to Y(es) to autoload.
Display suggested TrackID
The Sugg TrackID that display in data grid in the Pick Tab can be hidden or displayed. This is purely there to ensure the Operators don’t just enter any TrackID, but the correct Sugg TrackID according to the bin it is located in.
On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse (typically, it would be the warehouse you are signed into) and locate the DISPATCH setting name. Here you can update the DISPLAY_SUGGESTED_TRACKID settings to Y(es) to autoload.
May pick from Alternate and Forcing same lot alternate TrackID
This setting allows the user to pick an alternative TrackID (or Lot) then the one in the Sugg TrackID column. The recommended setting is Y(es), as this is very difficult to manage if the stock control in the warehouse isn’t correct. The Operator will now be able to use the Lookup Stk button on the screen.
On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse (typically, it would be the warehouse you are signed into) and locate the DISPATCH setting name. Here you can update the MAY_PICK_FROM_ALTERNATE and FORCE_SAME_LOT_ALTERNATE_TRACKID settings to Y(es).
If this setting is N(o), there’s a permission setting that must also be updated. This enforce the Operator to go to his Supervisor to request an override. This permission setting is located under the Ribbon Bar under Permissions. Select the Group Permissions Tab and select the Supervisor Group (or OVERRIDE group, depending how the groups are created) and ensure the following two permissions are ticked:
MAY_OVERRIDE_PICKSLIP_RESERVED_LOT
MAY_OVERRIDE_PICKSLIP_RESERVED_TRACKID
If an override is required a pop-up message will appear on his screen requesting the override.
Allow under or over picking
Picking over percent allowed / picking under percent allowed
This setting determine the percentage allowed to under and over pick on the ConfirmTab
On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse (typically, it would be the warehouse you are signed into) and locate the DISPATCH setting name. Here you can update the PICKING_OVER_PERCENT_ALLOWED and PICKING_UNDER_PERCENT_ALLOWED setting value according to the percentages allowed for the warehouse picking strategy.
Sales Order Pick by Bin
This setting refer to the order in which you would like to pick the items on the pick slips. The user have the option to Order by Bin, Order by Bin Sequence Number or Order by Stock Code
On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse (typically, it would be the warehouse you are signed into) and locate the DISPATCH setting name. Here you can update the SALESORDERPACK_BY_BIN setting value to either BIN (Order by Bin), STOCKCODE (Order by Stock Code) or BIN_SEQUENCE (Order by Bin Sequence Number).
Auto confirm fully picked pick slips
This setting is typically used with MSN picking where you have multiple pick slip on one MSN to pick. It is recommended to use the Auto-confirmed fully picked pick slip Warehouse setting, otherwise we must confirm each picking individually. As you are picking a MSN, there will be multiple pick slips.
On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse from the drop-down and search for SALESORDER_PICKING System Name. Update the Setting value for AUTO_CONFIRM_FULLY_PICKED_PICKING_SLIPS to Y(es)
It is however important to note that if a MSN pick was short picked, then it will not be auto-confirmed with this Auto-confirm setting. The user must still resolve it manually.