Sales Order Release (Single)
Reference: Order Release / Pick Slip Release / Sales Order Release https://datascopewms.atlassian.net/wiki/spaces/FH/pages/8585217
This process allows the user to create WMS picking slips for SYSPRO Sales Orders (https://datascopewms.atlassian.net/wiki/spaces/UG/pages/59506700 ) 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 https://datascopewms.atlassian.net/wiki/spaces/UG/pages/7929884
Note: A prerequisite is that SYSPRO Settings are configured correctly. For more information, refer to the https://datascopewms.atlassian.net/wiki/spaces/UG/pages/1474609
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 https://datascopewms.atlassian.net/wiki/spaces/UG/pages/12714000 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
The Sales Order Release screen will open
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.
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
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 - https://datascopewms.atlassian.net/wiki/spaces/UG/pages/12714000