HTML / Check Out Audit [CHK104]
Typically, the checkout process will occur after picking slips have been confirmed on the HTML5 mobile device (various picking strategies exist, but the Sales Pick to Pickslip is the simplest one) and after the status of the pick slip has changed to PICKED. DATASCOPE PREMIUM WMS has several Check Out modules; however, this Check Out Audit HTML5 module is the simplest. The purpose of this module is to guide the checkout staff through each item on a pick slip to confirm the QTYs and Lots (if appropriate) that have been picked. The checkout staff will be a separate team stationed at the dispatching area or dispatch cages, and their primary role is to double-check the picker’s work. After a picker has confirmed his pick on his mobile device and the pick slip status has changed to PICKED, his job is over, and the checkout staff takes over.
Let’s review the process the checkout staff will follow:
If you don’t like reading, you can watch the video.
Try it!
To open the HTML 5 scanner-based window from the PC, go to the Ribbon Bar and select Launch HTML 5. This will open the HTML 5 sub-menu.
Click on the Launch HTML 5 icon.
Your HTML 5 scanner window will load.
From the lookup icon, you can search for Check Out Audit
The Check Out Audit screen will open.
Scan or enter the pick slip number in the Pick Slip field. The pick slip number can be entered with or without the warehouse code.
Note: Typically, the pick slip paperwork is part of the physically picked product, which contains a barcode for easy scanning.
When tabbing off the field, the data grid will load. The status column will indicate that the pick slip is correct and in a PICKED status.
Select the Check Out button to continue.
The next screen will scroll through each item on the pick slip with the QTY that has been picked, visible in the Quantity field in the data grid, according to the pick slip.
Enter the first stock code in the Stock Code field (or if a system setting has been configured it will populate automatically)
Note: A system setting determines whether the Stock Code will load automatically or must be scanned or entered. The default setting is Y(es), allowing the stock code to populate the Check Out tab automatically. To change this setting, navigate to Settings / System Settings on the Ribbon Bar and locate the CHECK_OUT_AUDIT setting. Update the PRE_POPULATE_STOCKCODE setting value to N(o), forcing the user to scan or enter the stock code.
The checkout user can enter the Qty Checked in the Qty Checked field.
The user can select the Calculator icon next to the Qty Checked field to count pack sizes if required.
If the Calculator is used and the Calc button is selected, the software will automatically update the Qty Checked field.
After the Qty Checked field has been updated, select Post.
The logic of this screen does not allow the Qty Checked to be greater than the QTY picked. A Warning message will pop up.
Lesser amounts are valid as you may find more of that same product later when checking the same order.
After posting the first line, the pick slip's next stock code will be displayed in the data grid. The user can enter the stock code in the Stock code field (or it will load automatically, depending on the system setting configured) and continue counting. This process must be followed for the entire pick slip and physically counting and checking the items picked.
If an item is Lot traceable, the user must count the QTYs for each associated Lot number, which will be visible in the data grid.
Note: A Warehouse Setting can be set to require no longer checking out each lot number for a Lot traceable item. On the Ribbon Bar, browse Settings / Warehouse Settings. Select the applicable warehouse and update the CHECK_OUT_BY_LOT setting under the CHECK_OUT_AUDIT to N(o). Select Apply. Now, only the total stock code can be scanned.
Once all items have been counted, a message will appear stating that all items have been counted.
The software will automatically move over to the Summary tab.
All items will display green if the Required and Checked QTYs are equal.
Select Confirm.
However, if some items were short checked out, they will appear red in the data grid, and the Confirm button will be disabled.
The purpose of this Check Out Audit module is to confirm a 100% match of the QTYs that the picker confirmed on his mobile device and the physical items in front of the checker. Only a 100% match of all items can be confirmed.
Use the checkboxes on the left-hand side of the data grid to reset the Checked QTYs for each red line. This will allow the checker to recheck the QTYs.
Select the check box of the first red line and select Rescan.
A pop-up message will appear stating that the checkout quantity will be reset.
Note: For valid checkout QTY variances, you must get a supervisor to unpick the items not physically present at the checkout cage, so they are not incorrectly invoiced.
Once the Required and Checked QTYs are equal, all lines will be green. Select Confirm.
When selecting Confirm, all lines on the SYSPRO Sales Order will SHIP. This SHIP transaction occurs as a Warehouse Setting is set to only SHIP at CHECKOUT.
Note: To view this setting, navigate to Settings / Warehouse Settings on the Ribbon Bar. Select the applicable warehouse and select the SALES_ORDER_PICKING setting. The SHIP_LOCATION setting name will be set to CHECKOUT. Note that other ship locations are also available in this setting.
The pick slip status will be updated to CHECKED.
Invoice or Dispatch from the Check Out Audit screen
DATASCOPE PREMIUM WMS defaults to only showing the INVOICE button, as warehouses will either Dispatch or Invoice and therefore, both buttons are not required on this screen.
To activate the Dispatch button, update the Warehouse setting DISPLAY_DISPATCH_BUTTON. Browse Settings / Warehouse Settings on the Ribbon Bar and select the applicable warehouse. Locate the CHECKOUT_AUDIT setting and change the DISPLAY_DISPATCH_BUTTON setting value to Y(es). Select Apply.
Note: When updating and applying setting changes, you must close the HTML5 mobile screen for the changes to take effect.
The DISPLAY_INVOICE_BUTTON can also be enabled or turned on or off here.
You can toggle these two settings to show whichever button you want on this screen.
To generate a Dispatch Note for this pick slip, select the Dispatch button.
A pop-up will indicate whether the Dispatch was successful.
Review the Pick Slip Review screen as the pick slip will update to CHECKED, then D/NOTE, and CLOSED after the Dispatch note has been created.
When using Dispatch Put Away cages
If your warehouse uses Dispatch Put-Away cages or demarcated areas at its dispatch bay, you can use the Dispatch Put Away button at any time during the Check Out Audit process.
Select the Dispatch Put Away button.
Note: The Dispatch Put Away button can be turned on or off depending on whether your warehouse uses Dispatch Put Away cages. The DISPLAY_PUTAWAY_BUTTON system setting must be updated to turn this button on or off. Browse Settings / System Settings from the Ribbon Bar and locate the CHECK_OUT_AUDIT setting. Change the DISPLAY_PUTAWAY_BUTTON value to either Y(es) to display the button or N(o) to turn off the button. Select Apply to save your changes.
Scan or enter the pick slip number in the Pick Slip field. This is the pick slip you check out at a Dispatch Bin location.
Scan or enter the Dispatch Bin number in the Dispatch Bin field.
Select Post
This will update the Bin location on the Pick Slip Review screen (refer to the Bin Location column in the data grid) and give the rest of the warehouse staff visibility into where these stock items are currently located before invoicing.
Request Invoice
A handy feature is to get an Invoice Required pop-up after the Confirmed button has been selected and the checkout is complete.
By default, this is set to N(o). To activate this setting, browse on the Ribbon Bar to Settings / Warehouse Settings. Select the applicable warehouse and locate the REQUEST_INVOICE_POPUP setting under CHECK_OUT_AUDIT. Chante the setting value to Y(es). Select Apply to save the change.
This handy feature prevents users from forgetting to click the invoice button when the checkout is complete.
Select OK, and the Invoice button will be activated automatically.
Note: This pop-up only works for Invoices and not dispatch notes.
Other appliable System Settings
The only applicable setting under system settings / CHECK_OUT_AUDIT is the CHECK_OUT_NON_STOCK_ITEMS.
By default, this is set to Y(es). Any non-stock items in SHIP on the SYSPRO Sales Order of the pick slip you are checking out will also be checked out. You will receive a pop-up stating that these items must also be checked out, but no transaction happens with these items. This feature forces the user to find the non-stock item and ensure it is dispatched along with the stocked items. As the non-stock items are already in SHIP on the SYSPRO Sales Order, it will print on the Invoice or Dispatch note automatically.
A pop-up will appear if non-stock items are part of the SYSPRO Sales Order.
This user guide covers the HTML5 Check Out Audit module. The module helps ensure that the correct items are picked, invoiced, and dispatched. Additionally, checkout staff activities can be monitored, and Key Performance Indicators (KPIs) can be set up using the KPI module.