Items can be picked using either order picking or consolidated picking.

Order picking is the basic way to handle item picking—one picking list is created for each order.

Consolidated picking combines multiple orders into one picking list. The orders can potentially be of different types; for example they can include sales orders or transfer orders.

Pick an item using order picking

Whether the items to be picked are for a sales order, a transfer order, or a production order, the same picking process can essentially be used within Microsoft Dynamics AX.

  1. Click > Common Forms> > button > to print the picking list for a list of items to be picked from inventory.

    The order type will differ, depending on its origin.

    Note Note

    The picking list can be printed and the picking process started even if all items are not necessarily in stock. This is useful in situations when items are expected to arrive in stock before the picking process has been completed.

  2. Pick the items from the inventory.

    Tip Tip

    Use the printed picking list to list any discrepancies in the number of items or the picking location.

  3. Click > > to open the electronic picking list.

    Note Note

    The is also available from the or form.

  4. Register the items that have been picked.

Pick an item using consolidated picking

You can use the form or the form to pick an item using the consolidated picking process.

Note Note

See Picking Methodsfor setup information.

  • Use the form for consolidated guided picking where the route is sorted by location. For example, the nearest item is prioritized first, and the remaining items are prioritized according to proximity.

  • Use the form to confirm that items have been picked for sales orders, transfer orders, warehouse orders, or any other order references where picking registration is needed. This is the case when using printed picking list.

  1. Open the form. > >

    –or–

    > > >

    –or–

    > > > button > .

    Note Note

    Details regarding each picking line are displayed in the section of the form. In the section, information about all the lines for one order are displayed. Order picking has one picking list for each order.

    Use the and fields to filter on picking routes, based on one picking method. Use the field to filter on a specific picking route or on the bar code associated with the picking route.

  2. Click the button to open a menu with the following options:

    • – Activate the picking route if the picking route has a Registeredstatus. See Shipment reservationfor additional information.

    • – Start picking on a picking route that has an Activated status.

    • – Cancel the picking route. When a picking route is canceled, the picking list must be posted from the original document, such as a sales order or transfer order.

    • – Deliver the picked items to the location. It is possible to deliver items from a partially picked picking list to the staging area.

      Note Note

      For more information regarding Locations see About locations.

    • – View open output orders for the picking route. The tab contains the picking list lines that are associated with the picking list that can be updated or confirmed.

    The fields that are available to be updated in this section are , , and if you have specified these dimensions to be displayed in the form. See Specify inventory dimensionsfor further information.

  3. Click the button in the section of the form for additional optional actions related to the pick line:

    • – If the complete quantity cannot be picked due to, for example, inventory shortage, spilt the line into two. Both lines will have the same lot ID.

      Note Note

      For sales orders that are listed on the picking list, splitting the picking line is possible only if the customer allows partial delivery.

    • – For lines that have a handling status of Complete, register the items for the selected line that have been returned to inventory. For example, if items were picked and reported from the wrong batch or if the customer does not need the full picked quantity.

    • – For lines that do not have a handling status of Complete, remove them from the picking list. If one or more lines have already been picked and the handling status for the lines is Pickedor Complete, you cannot cancel the picking line.

  4. Click the button to update the picking list lines to a status of Pickedor Completeif this has been set up as part of the outbound rules. See Set up outbound rulesfor additional information.

See Also