Sales Order Release (Single)

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

Reference: Order Release / Pick Slip Release / Sales Order Release Sales Order Release [PIK001]

This process allows the user to create WMS picking slips for SYSPRO Sales Orders (Create a Sales Order in SYSPRO ) in Backorder or In Reserve status. This status will depend on what type of business process you've taken.

The Order Release module reviews (ability to preview customer sales orders) and (including allocate stock to the order before releasing) releases SYSPRO Sales Orders to the warehouse for picking. This process will follow only once your Sales Order is in status 1, 2, or 3 in SYSPRO. For more information on SYSPRO Sales Order statuses, go to View a Purchase Order in SYSPRO

Note:  A prerequisite is that SYSPRO Settings are configured correctly. For more information, refer to the Required SYSPRO Settings

Selecting a route is also included if you are running the Load Planning module. All orders shown in the load planning module must be linked to a valid SYSPRO route code

This screen expects a single order review and release at a time. This differs from the Sales Order Release (Wave) screen where many orders are reviewed at a time.

Try it!

A simple (single) sales order release function allows your warehouse controller to review specific sales orders for release. Here the sales order lines can be released individually. The software applies the specific stock reservation rules designed for your company in this release process.

 

  • On the Main Menu browse to Order Release / Pick Slip Release / Sales Order Release

Sales Order Release on the Main Menu

  • The Sales Order Release screen will open

Sales Order Release screen

  • 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

  • By using the Column Chooser, you can show/hide any columns not required, or make your screen less cluttered, as this data grid has a large number of information available

  • 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

 

  • If pick face bins are not configured, the system will reserve stock from bulk bins in a First In First Out (FIFO) order.

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

Manual

  • The stock code line in the data grid must be red to start reserving the stock manually

  • Select the Reserve Stock link, visible on the stock code line in the data grid

  • The TrackID selection screen will open

  • Select the Track ID, by checking the check box under the Reserve column from where you want to reserve the stock.

  • It will automatically Reserve the Qty as you have indicated on the SYSPRO Sales Order.

  • Select the Reserve button at the bottom right-hand corner.

  • The stock code in the data grid will immediately change to green to indicate that the reservation is in order.

  • Select Confirm in the bottom right corner.

  • The printer pop-up will appear. Select the required printer.

  • A pop-up will appear, indicating the Pick Slip (with the pick slip number) that will be printing.

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

  • When you use the Auto Reserve button, 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 into a pick face bin or bulk bin.

  • 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

  • On the Pick Slip Review screen, the pick slip will have a status of PRINTED and the pickers can start picking the stock on the floor. For more information on the Pick Slip Review screen refer to Pick Slip Review Overview

Sales Order Wave Release

The Sales Order Wave Release screen allows you to release multiple Sales orders - Sales Order Release (Wave)