Consolidated Checkout [CHK106]

Owned by DATASCOPE WMS, created
Last updated: Jun 26, 2024
3 min read

This Consolidated Checkout module's primary function is to assist warehouses that use large SYSPRO Sales Orders, split into multiple picking slips, picked over time, and invoiced as one Sales Order. A typical example of this will be Project Sales Orders that typically span over a couple of days or weeks, and the warehouse must only invoice the customer once at the end of the project period or month. Individual pick slips will be generated against one large SYSPRO Sales Order, and the pick slips will be picked as the stock becomes available. The picked stock will be staged in some demarcated checkout cages for a once-off dispatch or invoice.

Note: It's important to note that the warehouse will still perform its usual Checkout transaction. The Consolidated Checkout module is a tool that comes into play after the checkout process and before invoicing or dispatch noting. Its purpose is to ensure that all the associated picking slips for the same SYSPRO Sales Order are combined into one invoice or dispatch note, simplifying the final stages of the order fulfilment process.

Ensure the pick slip status is CHECKED, which means the normal checkout transaction was followed.

  • Scan or enter the SYSPRO Sales Order number into the Sales Order field.

  • This is the Sales Order against which multiple pick slips have been created.

  • Tab off the Sales Order field will load the associated pick slips for that sales order.

  • All pick slips must have a status of CHECKED.

  • A warning message will appear if all lines on all pick slips for the Sales Order are not in SHIP. This is determined by a System Setting that performs this validation by default.

  • The required CHECKED status, which is required to invoice or dispatch all pick slips, for all pick slips linked to one Sales Order is also settings driven. This is determined by the VALID_PICKING_SLIP_STATUS setting.

  • If all the pick slips associated with the sales order are not in the defined status (as per the VALID_PICKING_SLIP_STATUS setting value), the Dispatch and Invoice buttons will remain inactive, and you will not be able to post the transaction.

  • Ensure all pick slips are in the correct status. If there are pick slips in the incorrect status, do a Check Out Audit.

  • If all the pick slips are in the correct status (as per the VALID_PICKING_SLIP_STATUS setting value) the Dispatch and Invoice buttons will be active.

  • Select the Invoice button to Invoice all the pick slips for the Sales Order.

  • Review the Pick Slip Review screen. All the pick slips for the one Sales Order will have a status of INVOICED and will have one SYSPRO Invoice number.

SPECIAL FEATURES

  • This module assists checkout staff in ensuring that all the pick slips related to the same large SYSPRO Sales Order are in the correct status and allows for a once-off invoice or dispatch note to be performed.

TECHNICAL

  • The default System Setting that manages the status check of the pick slips, is the CONSOLIDATED_CHECKOUT setting. From the Ribbon Bar, browse to Settings / System Settings and located the CONSOLIDATED_CHECKOUT setting. The CHECK_ALL_LINES_IN_SHIP setting value will be set to Y(es). This is the default and should not be changed.

  • The default System Setting that determines the required status, is the VALID_PICKING_SLIP_STATUS setting. From the Ribbon Bar, browse to Settings / System Settings and located the CONSOLIDATED_CHECKOUT setting. The default VALID_PICKING_SLIP_STATUS setting value will be set to CHECKED; however, it can be changed to COMPLETE or SHIPPING to cater for different DATASCOPE PREMIUM WMS picking process flows.

SYSPRO REQUIREMENTS & Business objects used

  • None

REFERENCE

CHK106 (HTML)

 

 

 

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