Sales Order Carton Picking [PIK065]

Picking refers to the process within a warehouse where individual items are picked from a location (either a bin or pickface) to satisfy a customer order or sales order. Within DATASCOPE WMS, we have multiple picking strategies.

The Sales Order Carton Picking process is used in warehouses picking many cartons per order.

The module requires quite a bit of setting up before using it. The main difference, however, is that stock reservations are assigned to cartons upfront; therefore, during the reservation process, the reservation rule must decide exactly which stock and how much must go in each carton. (Typically, customers will create their own custom rule) We will still be picking to TrackID type entity, but the user will assign and pick at a carton level and, therefore, pick the assigned stock for a specific carton. There might be one pick slip with many cartons (i.e., one pick slip = many cartons).

Review the data

All pick slip data is visible on the Pick Slip Review screen. This is the main management front-end from where warehouses would review picks running within the warehouse. The overview here is helpful for watching the flow through the warehouse, identifying bottlenecks, and applying pressure where required.

Take note of the Carton No field in the View Reservations screen.

Start picking

• The first thing the screen will ask you is to select the Zone in which the cartons must be picked. Select the Zone from the drop-down and click the Select button.

• If the pick hasn’t been assigned to the logged in Operator, the operator can assign the pick slip on the first Tab - Assign

• Similar to the other picking screens an item list will display on the Items Tab. These are the items specifically for this carton, as the specific carton has been assigned to the Operator to be picked - Pickslip+WH+carton (For example 11667738+FF+2508)

• Select the item you want to start picking and select Next.

• You will start picking your pick slip. This will be done on the physical floor with a scanner and the pick slip in your hand.

• The Pick TAB will open. This is the main picking screen that explains what Sugg Tracking ID, stock code, and quantity the picker must fetch. In the blue section, the picker can see the stock code and description of the item. It also indicates whether it is a Lot traceable item or not.

• The picker will then physically go to the Sugg Bin and scan the TrackID into the TrackID field; you can also type it into the TrackID field. If you TAB off the field, the rest of the fields will auto-populate.

• Notice the format of the To TrackID field (which will auto-load), it will be Pickslip+WH+carton. For example 11667738+FF+2508)

• The Operator can then enter the QTY in the Quantity field. This can also auto-load by updating a Warehouse Setting.

• Select Post to indicate that the item has been picked. The screen will automatically load to the next item on the pick slip to be picked.

• If you are satisfied with your pick, you select Confirm. The software will then update the pick slip, depending on how many cartons were picked for the specific pick slip, and update the status of the pick slip . The pick slip will only move to a Picked status once all cartons in the particular pick slip have been picked.

• You can go back to your Pick Slip Review screen. Right-click on your order and View the Reservations. The Picked Qty column will be updated, and a Picking Track ID will be added (consisting of the Pickslip+WH+carton, a system-generated ID.)

• Once all cartons are picked, the software will automatically move the stock from the picking Bin to the Picking Track ID.

• Once all the cartons have been picked and the pick slip has a status of Picked, it is ready for the checkout process. For more information on the carton checkout process refer to <name>.

SPECIAL FEATURES

• This module also integrates with the voice and conveyor-picking methods. This works really well, as it can offline different cartons at different sections in the warehouse.

• It’s important to note that it does use specific checkout, inline checkout, and checkout put away screens as the cartons are different formats, and you are tracking at a different level.

• As carton picking is done on a lower level, more than one Operator is able to pick multiple Cartons for the same pick slip.

TECHNICAL

• Note that a custom reservation rule determines upfront which stock code goes into which carton and this cannot be changed. For more information on Custom reservation rules, refer to Plugin Customizations.

• Reservation Rules can be updated under System Settings. From the Ribbon Bar, browse to Settings / System Settings and search for the PICKING_SALES_ALLOCATION System Name. Update the AUTO_RESERVATION_RULE SettingValue to the custom reservation rule created.

  There is also a WAREHOUSE setting that can be updated. If the custom reservation rule is set against the WAREHOUSE setting, then the system will check the warehouse setting version for the same setting instead. From the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable warehouse and locate the PICKING_SALES_ALLOCATION System Name. Update the AUTO_RESERVATION_RULE setting value.

• To auto-load the QTY you can update the following Warehouse Setting. To allow the system to auto-populate the fields, the following Warehouse System Settings must be updated. From the Ribbon Bar, browse to Settings / Warehouse Setting. Select the applicable Warehouse locate the DISPATCH System Setting and update the SettingValue for AUTO_POPULATE_QTY to Y(es)

• To Unit Pick on this screen, a Warehouse Setting must be updated for the different Bin Types. On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse (typically, it would be the warehouse you are signed into) and locate the DISPATCH setting name. You can update the following Setting names for the different Bin Types here. PICKING_BASIS_BULK, PICKING_BASIS_PICKFACE, PICKING_BASIS_REACHTRUCK. You can select from PALLET, PACK THEN UNIT, UNITS ONLY.

• The Warehouse Setting PICKING_BASIS_UNIT_THRESHOLD can be used to set a threshold. If the QTY exceeds this value, normal TrackID picking will be implemented instead of the Unit scanning.

• System Settings must be updated to allow Serial Scanning on this screen. Browse Settings / System Settings on the Ribbon Bar and locate the Setting name DISPATCH. Update the settings for SERIAL_CFF_NAME and SERIAL_NUMBER_LENGTH. Refer to the user guide for more information on CFF (Custom Form Fields).

• A warehouse setting must be updated to see a WMS warning message indicating a CFF (Custom Form Field) against the stock code in SYSPRO. On the Ribbon Bar, browse to Settings / Warehouse Settings. Select the applicable Warehouse and locate the GENERAL setting. Update the WARNING_MESSAGE_CFF setting name. If it is Y(es), WMS will retrieve the value in SYSPRO for the CFF and display a warning message.

SYSPRO REQUIREMENTS & Business objects used

• None

RELEASE NOTES

• Release 24.3 (DevOps #9158) - A WMS warning message will display based on a custom form field against the stock code in SYSPRO. To see this WMS warning message, a Warehouse Setting must be configured. (GENERAL / WARNING_MESSAGE_CFF)

• Release 24.3 (DevOps #7787) - The ability to perform Serial Scanning was added to the screen. If the CFF (Custom Form Field) was set to Y(es) against the Stock Code in SYSPRO, the screen will display a Serial Field where the user can scan the required number of serials for the stock code. Refer to the user guide for more information on CFF (Custom Form Fields).

• Release 24.3 (DevOps #7930) - The ability to unit pick has been added to this screen. If Unit Picking is required, a Warehouse Setting must be configured. The screen will display orange, and the operator must scan each stock code until the correct QTY is picked up.

• Release 24.2 (DevOps #7821) - The ability to add a reason code when canceling a pick slip. Refer to the Cancellation Reasons PC screen.

REFERENCE

PIK065 (HTML)