Reference: Order Release / Pick Slip Release / Sales Order Release Sales Order Release [PIK001]
This process allows the user to create WMS picking slips for SYSPRO Sales Orders (View Create a Purchase Sales Order in SYSPRO ) in Backorder or In Reserve status. This status will depend on what type of business process you've taken.
The Order Release module reviews (ability to preview customer sales orders) and (including allocate stock to the order before releasing) releases SYSPRO Sales Orders to the warehouse for picking. This process will follow only once your Sales Order is in status 1, 2, or 3 in SYSPRO. For more information on SYSPRO Sales Order statuses, go to View a Purchase Order in SYSPRO
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Note: A prerequisite is that SYSPRO Settings are configured correctly. For more information, refer to the Required SYSPRO Settings |
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An option to select Selecting a route is also included if you are running the Load Planning module. All orders shown in the load planning module must be linked to a valid SYSPRO route code |
This screen expects a single order review and release at a time. This differs from the Sales Order Release (Wave) screen where many orders are reviewed at a time.
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If you don’t like reading, you can watch the video. |
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fasttrack_SALES_ORDER_WAVE_RELEASE_Training_Sales_Order_Release_QG - v0.5.pdf |
Try it!
A simple (single) sales order release function allows your warehouse controller to review specific sales orders for release. Here the sales order lines can be released individually. The software applies the specific stock reservation rules designed for your company in this release process.
On the Main Menu browse to Order Release / Pick Slip Release / Sales Order Release
The Sales Order Release screen will open
Type the Sales Order number in the Sales Order field or select the browse icon to search for the Sales Order
The Sales Order header information will populate, and the data grid will load with the stock code information received from SYSPRO
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Note: Items highlighted in red are unreserved or not completely reserved. |
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If the Load planning module is purchased and activated, then the default Route for the Sales Orders will display in the Route field. For more information, refer to the Load Planning module - Viewing Orders per Route |
By using the Column Chooser, you can show/hide any columns not required, or make your screen less cluttered, as this data grid has a large number of information available
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Right-click options allow the user to do the following:
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You will be able to see the stock available in any Pick face bin and bulk bin, refer to the Available Qty column, as well as any quantities that are reserved from either pick face or bulk bin, refer to the Reserved Qty Pickface and Reserved Qty Bulk columns
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Note: FASTRACK WMS is installed with a preconfigured auto-reservation rule, which will automatically reserve stock from any pick face bin first– pick face bins must however be configured correctly. For more information on configuring pick face bins refer to Pickface Bin setupset up |
If pick face bins are not configured, the system will reserve stock from bulk bins in a First In First Out (FIFO) order.
You have two options to reserve the stock, either by selecting the Auto Reserve button or by Manually reserving the stock
Manual
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Reserve Stock: This function allows a user to review all Track ID's in the warehouse and to manually reserve stock for this order. This function is used if the "Auto Reserve" function is not in use or if a releasing clerk wants to specifically pick a selected batch of stock e.g. a specific Lot Number. |
The stock code line in the data grid must be red to start reserving the stock manually
Select the Reserve Stock link, visible on the stock code line in the data grid
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You might need to scroll to the far right in the data grid to see the Reserve Stock link. |
The TrackID selection screen will open
Select the Track ID, by checking the check box under the Reserve column from where you want to reserve the stock.
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With the 24R2 Release user will be unable to reserve expired stock from the TrackID Selection screen. These TrackIDs will still be visible, but the line will be disabled and the user will not be able to select the stock to reserve it. |
It will automatically Reserve the Qty as you have indicated on the SYSPRO Sales Order.
Select the Reserve button at the bottom right-hand corner.
The stock code in the data grid will immediately change to green to indicate that the reservation is in order.
Select Confirm in the bottom right corner.
The printer pop-up will appear. Select the required printer.
A pop-up will appear, indicating the Pick Slip (with the pick slip number) that will be printing.
On the Pick Slip Review screen, the pick slip will have a status of PRINTED and the pickers can start picking the stock on the floor. For more information on the Pick Slip Review screen refer to Pick Slip Review Overview
Auto Reserve
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The Auto Reserve button is used to apply the selected reservation rule to automatically allocate and reserve stock to this order. There are a range of standard Auto Reservation rules in the software as well as an ability to select a custom rule that will apply a site specific developed stock reservation rule. To change the rule to a custom rule, update the System Setting PICKING_SALES_ALLOCATION / AUTO_RESERVATION_RULE. The drop-down for the setting will display the pre-defined rules as well as the names of the plugin .dll that have been setup for it on the plugin configuration screen. |
When selecting the Auto Reserve button in the top-right-hand corner, the system will do what it can with the available stock
Fully satisfied reserved stock will show green in the data grid while leaving the partially or totally unsatisfied lines in red
When you use the Auto Reserve button, you can review what the software did by scrolling to the far right on the data grid and clicking on the Reserve link
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Note: The Reserve pop-up window also has many columns. You can use the Column Chooser to show/hide columns to make the screen less cluttered |
Lines that are grey on the Reserve pop-up screen are stock that is unavailable for reservation as the TrackID is still in a Receiving Bin location in the warehouse and must first be put away into a pick face bin or bulk bin.
The auto-reserved TrackIDs will show as selected with tick boxes that are checked
You can edit the Reserved Qty column
You are also able to select and reserve from another TrackID, by checking the checkbox and updating the Reserved Qty column
Click on the Reserve button to save your changes
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Note: You will have to go through all the red lines in the data grid after auto-reserving to see what you can do with the stock shortages. For example, to action, the put-away process first so that the lines become available to reserve stock from again. You can also reserve from more than one TrackID. For more information on the put-away process refer to Put Away (HTML5) |
Ensure all stock has been reserved and is highlighted in green
Select the Confirm button to print the pick slip
The Printer pop-up will appear to select a printer
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Note: When printing to a physical printer you must ensure that the System Settings is configured correctly and that the physical label printer setting is printing to a 4X2.5-inch label. The SALESORDER_PICKING setting under Settings / Printers on the Ribbon Bar must point to the physical printer. For more information refer to Configure Printers |
A pick slip number will also appear on the screen
On the Pick Slip Review screen, the pick slip will have a status of PRINTED and the pickers can start picking the stock on the floor. For more information on the Pick Slip Review screen refer to Pick Slip Review Overview
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Note: You can save your reservation by selecting the End Reservation button. This will leave the quantities on the selected TrackIDs as reserved and render them unavailable for other Sales Orders, for the Sales Order you are busy with. |
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Note: You can also cancel the current reservations by selecting the Clear Reservations button. Should the user not want to proceed with the reservation the Clear Reservations button can be used to delete all stock reservations against this order. It is possible to open an order and reserve lines without Confirming the order into a Pick Slip. If the user closes the window at this point the order lines will remain reserved and this stock will not be available to other orders. |
Sales Order Wave Release
The Sales Order Wave Release screen allows you to release multiple Sales orders - Sales Order Release (Wave)