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FUNCTIONALITY OVERVIEW

All picking slips, both sales order and job picks, released to the facility run through various statuses as follows

  1. CREATED&edsp;&edsp;Pickslip in the system, waiting to print physically

  2. PRINTED&edsp;&edsp;Pickslip printed but nothing has happened to it in the warehouse

  3. ASSIGNED&edsp;&edsp;Pickslip has been loaded onto a picker’s scanner/voice device but nothing&edsp;&edsp;&edsp;&edsp;has been actioned yet

  4. STARTED&edsp;&edsp;Pickslip has been started – pick in progress

  5. PICKED&edsp;&edsp;Pick is complete, awaiting checkout process

  6. CHECKED&edsp;&edsp;Checkout is complete, awaiting an invoice to print

  7. INVOICED&edsp;&edsp;Picked and checked out and invoice printed, awaiting truck loading

  8. DISPATCHED Loaded into a Dispatch Cage

  9. LOADED*&edsp;&edsp;Scanned onto a truck

10. UNLOADED* Scanned off a truck for a re-delivery
11. COMPLETE&edsp;&edsp;Actual Trip Sheet printed for a truck load
12. CANCELLED Pickslip cancelled
&edsp;* These statuses are only in use with the Load Planning module

The Pick Slip Review screen is the main management front-end from where warehouse management would review picks running within the facility. The overview here is useful to watch the flow through the warehouse, identify bottlenecks and apply pressure where required.

STANDARD PROCESS

  • Any of the filters can be used to reduce the data returned, but the simplest process is to run the report using the ‘From Printed Date’ and ‘To Printed Date’ ranges.

  • Once dates have been selected, the refresh button should be clicked to return the data.

SPECIAL FEATURES

  • The user is able to filter on picking slip type (left hand corner) – either showing ALL picking slips, picking slips for jobs only, or picking slips for sales orders only (dispatch)

  • A time-limit setting has been included in the setup options of the WMS which allows us to set a maximum time limit against each pick - should a picking slip be released, but not completed with this time-limit the picking slip turns red and the warehouse supervisor is immediately made aware of the fact that picking slip needs to expedited.

  • Various other important aspects can be reviewed from this screen. For example: the warehouse supervisor can look only at all printed but not yet started picking slips - that would show him which picking slips have been printed but no picker has started picking them. He can see started picking slips, which will show picking slips that are in process and he can the review times against these picking slips. This allows him to ensure that a picking slip has not been allocated to a picker who is not actually processing the pick.

  • This screen can also be used by key sales persons to review customer’s orders. By filtering on a customer the screen will display all active picking slips that are currently in process for this specific customer, which assists the sales person in giving an update to the customer on the progress of various picking slips. This is particularly useful in a situation where customers collect their goods from a company and would like to review that the bulk of their goods have already been picked and are awaiting collection.

  • Various efficiency investigations can be identified from the screen, where each picking slip can be reviewed to check the detailed dates and times of each status through the process. For instance, a completed picking slip can be reviewed to investigate what time the picking slip was released, what time picking started, what time picking ended, what time the picking slip was checked, invoiced and finally delivered.

  • The picking slips displayed can be filtered in different ways (eg. By warehouse, by status, by customer, by sales orders, whether they are picking slips for jobs or sales orders, etc.)&edsp;

  • By right clicking on a selected line, a pop menu will appear with various options.

&edsp;

  1. Print: will print/reprint the picking slip to the configured printer

  2. Cancel Picking Slip: This allows you to cancel a pickslip, you will be prompted to confirm and will be prevented from cancelling a picking slip that has already been started (anything picked onto the picking pallet)

  3. Change Picker: Where a pickslip is in “Assigned” or “Started” status the assigned picker can be managed. You simply select a picker from the Operator Lookup window which appears.

4.&edsp;&edsp;Assign Picker: This is the same procedure as changing a picker but you can only assign a picker where the pickslip is in the status of “Printed”
5.&edsp;&edsp;View Status History: This will open a window showing all the previous statuses of the Picking Slip, the operator who performed the transaction and the date & time this occurred.

  1. View Reservations: This shows what was reserved

  2. View PickSlip Details: this shows what the Pickslip Required (what the paper print out would summarize split by WH – i.e. If a line is reserved over 2 pallets, the summary for the total qty prints on the picking slip)

  3. View Tracking ID: this shows what was taken off the racks when picking occurred (the contents of the picking pallet)

TECHNICAL

  • Relevant Settings

&edsp;- PICKING SLIP MAX TIME - this time in hours is the setting that will turn a picking slip red if it has not been completed within the set number of hours
&edsp;- CANCEL SELECTION DETAULT - turning this setting on will automatically load the grid with Cancelled picking slips filtered out of the data.
&edsp;
SYSPRO Requirements & Business objects used

  • If the picking slip is cancelled from this screen, the user has the option to put the SYSPRO sales order into Status S (suspense), for this SalesOrderPrimiary posting would be required

DATASCOPE Table updates
If picking slips are assigned, cancelled, printed, or re-assigned users from this screen then the following tables would be updated

  • tblPickingSlip

  • tblPickingSlipStatusHistory

  • tblPalletReserved

  • tblPalletReservedArchive

  • tblPallet

  • tblPalletItem

  • tblPickingSlipItem

  • tblSCADACartonControl

  • tblSCADACartonControlArchive

<span style="font-family:Arial; font-size:9pt;"><span style="font-weight:bold;text-decoration: underline;"><br/>FUNCTIONALITY OVERVIEW</span><br/><br/>All picking slips, both sales order and job picks, released to the facility run through various statuses as follows<br/><br/>1. CREATED&edsp;&edsp;Pickslip in the system, waiting to print physically<br/>2. PRINTED&edsp;&edsp;Pickslip printed but nothing has happened to it in the warehouse<br/>3. ASSIGNED&edsp;&edsp;Pickslip has been loaded onto a picker’s scanner/voice device but nothing&edsp;&edsp;&edsp;&edsp;has been actioned yet<br/>4. STARTED&edsp;&edsp;Pickslip has been started – pick in progress<br/>5. PICKED&edsp;&edsp;Pick is complete, awaiting checkout process<br/>6. CHECKED&edsp;&edsp;Checkout is complete, awaiting an invoice to print<br/>7. INVOICED&edsp;&edsp;Picked and checked out and invoice printed, awaiting truck loading<br/>8. DISPATCHED Loaded into a Dispatch Cage<br/>9. LOADED*&edsp;&edsp;Scanned onto a truck<br/>10. UNLOADED* Scanned off a truck for a re-delivery<br/>11. COMPLETE&edsp;&edsp;Actual Trip Sheet printed for a truck load<br/>12. CANCELLED Pickslip cancelled<br/>&edsp;* These statuses are only in use with the Load Planning module<br/><br/>The Pick Slip Review screen is the main management front-end from where warehouse management would review picks running within the facility. The overview here is useful to watch the flow through the warehouse, identify bottlenecks and apply pressure where required.<br/><span style="font-weight:bold;"><br/><br/>STANDARD PROCESS</span><br/>• Any of the filters can be used to reduce the data returned, but the simplest process is to run the report using the ‘From Printed Date’ and ‘To Printed Date’ ranges.<br/>• Once dates have been selected, the refresh button should be clicked to return the data.<br/><br/><span style="font-weight:bold;">SPECIAL FEATURES</span><br/>• The user is able to filter on picking slip type (left hand corner) – either showing ALL picking slips, picking slips for jobs only, or picking slips for sales orders only (dispatch)<br/><br/>• A time-limit setting has been included in the setup options of the WMS which allows us to set a maximum time limit against each pick - should a picking slip be released, but not completed with this time-limit the picking slip turns red and the warehouse supervisor is immediately made aware of the fact that picking slip needs to expedited.<br/><br/>• Various other important aspects can be reviewed from this screen. For example: the warehouse supervisor can look only at all printed but not yet started picking slips - that would show him which picking slips have been printed but no picker has started picking them. He can see started picking slips, which will show picking slips that are in process and he can the review times against these picking slips. This allows him to ensure that a picking slip has not been allocated to a picker who is not actually processing the pick.<br/><br/>• This screen can also be used by key sales persons to review customer’s orders. By filtering on a customer the screen will display all active picking slips that are currently in process for this specific customer, which assists the sales person in giving an update to the customer on the progress of various picking slips. This is particularly useful in a situation where customers collect their goods from a company and would like to review that the bulk of their goods have already been picked and are awaiting collection.<br/><br/>• Various efficiency investigations can be identified from the screen, where each picking slip can be reviewed to check the detailed dates and times of each status through the process. For instance, a completed picking slip can be reviewed to investigate what time the picking slip was released, what time picking started, what time picking ended, what time the picking slip was checked, invoiced and finally delivered.<br/><br/>• The picking slips displayed can be filtered in different ways (eg. By warehouse, by status, by customer, by sales orders, whether they are picking slips for jobs or sales orders, etc.)&edsp;<br/><br/>• By right clicking on a selected line, a pop menu will appear with various options.<br/>&edsp;<br/><br/>1. Print: will print/reprint the picking slip to the configured printer<br/>2. Cancel Picking Slip: This allows you to cancel a pickslip, you will be prompted to confirm and will be prevented from cancelling a picking slip that has already been started (anything picked onto the picking pallet)<br/>3. Change Picker: Where a pickslip is in “Assigned” or “Started” status the assigned picker can be managed. You simply select a picker from the Operator Lookup window which appears.<br/>4.&edsp;&edsp;Assign Picker: This is the same procedure as changing a picker but you can only assign a picker where the pickslip is in the status of “Printed”<br/>5.&edsp;&edsp;View Status History: This will open a window showing all the previous statuses of the Picking Slip, the operator who performed the transaction and the date &amp; time this occurred.<br/>6. View Reservations: This shows what was reserved<br/>7. View PickSlip Details: this shows what the Pickslip Required (what the paper print out would summarize split by WH – i.e. If a line is reserved over 2 pallets, the summary for the total qty prints on the picking slip)<br/>8. View Tracking ID: this shows what was taken off the racks when picking occurred (the contents of the picking pallet)<br/><br/><span style="font-weight:bold;">TECHNICAL</span><br/>• Relevant Settings<br/>&edsp;- PICKING SLIP MAX TIME - this time in hours is the setting that will turn a picking slip red if it has not been completed within the set number of hours<br/>&edsp;- CANCEL SELECTION DETAULT - turning this setting on will automatically load the grid with Cancelled picking slips filtered out of the data.<br/>&edsp;<br/><span style="font-weight:bold;">SYSPRO Requirements &amp; Business objects used</span><br/>• If the picking slip is cancelled from this screen, the user has the option to put the SYSPRO sales order into Status S (suspense), for this SalesOrderPrimiary posting would be required<br/><br/><span style="font-weight:bold;">DATASCOPE Table updates</span><br/>If picking slips are assigned, cancelled, printed, or re-assigned users from this screen then the following tables would be updated<br/>• tblPickingSlip<br/>• tblPickingSlipStatusHistory<br/>• tblPalletReserved<br/>• tblPalletReservedArchive<br/>• tblPallet<br/>• tblPalletItem<br/>• tblPickingSlipItem<br/>• tblSCADACartonControl<br/>• tblSCADACartonControlArchive<br/><br/></span>

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