Sales Order Release [PIK001]

This process allows users to create WMS picking slips for SYSPROView a Purchase Order in SYSPROSales Orders in Backorder or In Reserve status. This status will depend on what type of business process you've taken.

This screen expects a single order review at a time. This differs from the Sales Order Wave Release function, where many orders are reviewed simultaneously.

• 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 (Items highlighted in red are unreserved or not completely reserved)

• 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

• You have two options to reserve the stock, either by selecting the Auto Reserve button or by Manually reserving the stock

• Auto Reserve

  • 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). You can review what the software did by scrolling to the far right on the data grid and clicking on the Reserve link

  • 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

  • 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

  • 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

• A pick slip number will also appear on the screen

Reservation Rules

When using the Auto reservation function within the sales order releasing screens the software can be set to reference a predefined auto reservation rule or can be set to run a custom developed reservation. The custom rule allows a company to become very creative in what inventory should be reserved for an order and in what sequence. For instance a custom rule could validate the Sales Order Type field and based on this could run a completely different reservation process.

The following list describes all of the standard reservation rules and their logic:

• Rule 1 - Pack from Bulk then Pick face

• Rule 2 - Smallest Absolute Variance

• Rule 3 - Exact from Pick face

• Rule 4 - Pick face (if configured) then Bulk

• Rule 5 - Bulk/Pick face Optimized

• Rule 6 - Reserve from Pick face, if cannot, then reserve from bulk

• Rule 7 - Pan size reservation (used for WIP Jobs only)

• Rule 8 - Voice picking / Carton Cubing

• Rule 9 - MHE (Material Handling Equipment)

• Rule 10 - Not in Use

• Rule 11 - FIFO Lot / Expiry Date

• Rule 12 - Consolidated Sequencing

SPECIAL FEATURES

• The software can be set to release the printing slip/s without printing or release the picking slip/s with automated printing turned on. If the picking slip is not printed here it can be printed from the Load Planning module.

• All orders released are automatically linked to an MSN number (Master Shipment Number). Grouped orders going to the same customer and released in a batch from the Wave Release screen will have the same MSN. At checkout and dispatch these picking slips can be grouped together for shipment.

TECHNICAL

• Sales Orders can be locked to ensure other users don’t release a duplicate Pick Slip. To lock or unlock Sales Orders. Browse Settings / System Settings from the Ribbon Bar and locate the PICKING_SALES_ALLOCATION System Name. Update the ALLOW_DUPLICATE_ORDER_ENTRY SettingValue to Y(es) or N(o). If Y(es), the user will get a warning but can continue releasing a Pick slip. When N(o), a pop-up message will appear, asking the user to contact the System administrator.

• To release locked Sales Orders, refer to the Clear Reservation Lock screen

SYSPRO REQUIREMENTS & Business objects used

• None

RELEASE NOTES

• Release notes 24.1 (Ticket #6586) - Two new columns have been added to the data grid:

  • StockUom

  • MOrderUom

• Release notes 24.2 (Ticket #6376) - The user will be unable to reserve expired stock from the TrackID Selection screen when doing a manual reserve. 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.

REFERENCE

PIK001