Pick Slip Review (Work In Progress) [PIK010]

Owned by DATASCOPE WMS
Last updated: Aug 28, 2024
6 min read

This screen gives the user a great overview of all picking slips in various statuses. The data is shown in a grid that can be sorted, filtered, and pivoted. The screen is used extensively in the warehouse to monitor the picking progress of pick slips (both Purchase Order and Job Pick Slips)

  • The screen is a detailed review of all DATASCOPE WMS sales orders and job pick slips created.

  • Notice that there are several filters at the top of the screen, which can be used to filter the information which is displayed when the blue Refresh icon is selected

  • If you select the Refresh icon, the data grid will populate with all the data that is available

The Pick Slip Quick Review screen can be used for a quick overview of pick slips.

Filter options

  • In the top-left corner, you will find the Type of sales order. The screen will always default to the Dispatch option, but you can change this depending on the filter you want to use

  • The From Source Number and To Source Number refers to a SYSPRO Sales order or Job number range. It will depend on the Type you have selected above it

    • If you select Dispatch under Type, then the Source Number range must be valid SYSPRO Sales order numbers – these fields automatically pad with leading zeros depending on your SYSPRO sales order number padding setting – therefore you must only type in the unpadded number

    • Select the Refresh button to refresh the screen. The screen will then only filter out the sales orders for those values as per your filter

  • The From MSN and To MSN master shipment numbers will filter the data grid on the MasterShipmentNumbers column. The MSN number is used for various shipping transactions, for example, the MSN Grocery Pack transaction, one of the many different Check-Out options available in DATASCOPE WMS. For more information, refer to the MSN Grocery Checkout.

  • The result set after you entered the MSN master shipment numbers and select Refresh, can also be split per Warehouse or All Warehouses

  • The From Pick Slip and To Pick Slip filters the results set by the pick slip range entered

  • The From Customer and To Customer refer to the SYSPRO Customer Codes. You will filter the results set for a particular customer or range of customer’s pick slips

  • The From Short Name and To Short Name refer to the SYSPRO Customer short name that is visible under the Customer Query screen in SYSPRO

  • The From End Date and To End Date refer to the end date of the FASTTRACK WMS pick slip. When a pick slip is completed, an End Date is stored, and this can be used as a filter option

  • The From Operator and To Operator filters can be used to filter out only a particular operator or range of operator pick slips

  • On the right-hand side of the screen, you will find 12 pick slip status check boxes that you can use on the result set already filtered

Pick slip Statuses

  • Once you have selected all your required filters you can select the Refresh button to populate the data grid and you can review it

Review the filtered data

  • The data grid contains a lot of information for every DATASCOPE WMS pick slip, for example – the current pick slip owner, the status of the pick slip, started and end date and time, Pick Duration, SYSPRO invoice number (if already invoiced), customer information, route code, order type, etc.

  • Columns can be hidden by clicking the Column Chooser icon and checking or unchecking the required columns. This is rather handy as such a large number of columns are displayed on the screen. As you uncheck a column it will disappear from the data grid

  • Right-clicking on a pick slip opens a context-sensitive menu with the following options:

    • Copy (to copy the field you have highlighted onto your clipboard)

    • Print Pick Slip

    • Cancel Pick Slip (which can only be used if the pick has not already been started)

    • Change Picker (to change the current Picker or owner of the pick slip)

    • Assign Picker (to assign a new Picker or owner of the pick slip)

  • There are also various Views you can select from for additional information – these are:

    • View Status History – this will display a chronological history of the pick slip status changes as it moved through the picking process in the warehouse

    • The statuses a pick slip typically follows are: (these also refer to the filter options at the top of the screen)

      • Created – when the picking record was first initiated in the system

      • Printed – when the pick slip physically prints out

      • Assigned – when the first owner of the pick slip assigns his name to the pick slip

      • Started – when the first stock code has been picked

      • Picked – when the last stock code has been picked and the pick has been confirmed on the scanner

      • Checked – when the pick has a successful checkout process, and the checkout is confirmed

      • D/Note or Invoiced – when the pick has been successfully Dispatched Noted or Invoiced in SYSPRO and SYSPRO has returned a document number to DATASCOPE WMS

      • Complete – this is the final stage of a pick slip when no further transactions are expected for it

  • View Reservations – this will display the reservations (bin, TrackID, stock code, lot, and qty) that have been reserved for picking for the selected pick slip, as well as the picked and checked qty when the pick moves through the warehouse. If cartons was reserved, take note of the Carton No field.

  • View Pick Slip Details – this shows a summarized list of stock codes and Qty’s that have been printed on the pick slip. This is not broken down per pallet but per stock code

  • View Track ID – this is an Information Check redirect screen on which you can see the picking TrackID that has been created and used through the picking cycle

  • View SYSPRO Status – this display the current SYSPRO status of the Sales Order. For more information on the status codes refer to SYSPRO help manuals

  • View Totes – this view option is not included in the FASTTRACK WMS installation, but only in the DATASCOPE PREMIUM installation

  • View TMS Details - this view option is not included in the FASTTRACK WMS installation, but only in the DATASCOPE PREMIUM premium installation

 

SPECIAL FEATURES

TECHNICAL

  • The time-limit setting to indicate after how many hours a pick slip must turn red if it has not been completed within that time frame is PICKING_SLIP_MAX_TIME. On the Ribbon bar, go to Settings / System Settings. Locate the PICKING_SLIP_MAX_TIME under DISPATCH and update the hours.

  • To filter out all Cancelled pick slips from the data grid the CANCEL_SELECTION_DEFAULT setting can be switched on. On the Ribbon bar, go to Settings / System Settings. Locate the CANCEL_SELECTION_DEFAULT under DISPATCH and change this to Y(es)

SYSPRO REQUIREMENTS & 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 Sales Order Primary posting would be required

RELEASE NOTES

Release 24R2 (DevOps #7821) - The ability to add a reason code when cancelling a pick slip. Refer to the Cancellation Reasons PC-screen.

REFERENCE

PIK010

(linked - Pick Slip Review (Order Release) [PIK010] )

 

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