The release order picking functionality has been introduced to give warehouse employees an overview of the orders that are to be released for picking, based on actual availability of items while taking into account customer service priority. Using this platform for the picking process makes sure that picking lists are only created for items which we have in stock.

You can use the form to monitor and process sales orders; use the form to monitor and process transfer orders. These forms are designed to be used for backorders or for the order process in general, where you have all the necessary information on one form.

Query form

When you first open the and forms you are presented with a form which you can use to view relevant order lines.

For example, you could use the query to:

  • View all order lines on or up to a certain ship date to allocate on-hand to important orders.

  • Process order lines for customers in a high-priority customer classification group.

  • Show sales or transfer backorders where there is an actual on-hand so that one or more orders can be fulfilled.

  • Show all sales backorders regardless of the actual on-hand.

Order picking forms

Order parameters section

At the top of the order picking forms is a check box. This feature addresses the problem that some companies encounter when they create picking lists without reserving items for the picking list. If you picking list update a sales order line without reserving the items on the line, then it may appear that these items area available for use in another order, even though the items have been 'earmarked' for the original order by their inclusion in the picking list for the original order.

By selecting this parameter you ensure that any order lines for which there is no quantity of on-hand at all that has not been picking list updated, but not reserved, are eliminated from the order picking form. Therefore, the enables order takers to get a clearer picture of whether they can allocate on-hand at all for an order line.

You can also view the range of ship dates if selected in the query form and the date and time when the form was last updated.

Sales lines or Transfer order line tab

The order lines that are displayed are the result of the query just run and show the lines quantity ordered and the quantity available for activation. You can then enter a quantity you want to activate. There are check boxes for activation information and to warn you of any possible conflicts.

The or tab shows order header details of the selected line.

Quantity field section

View the ordered item status of the selected line to see the picked, reserved, and delivered quantities as well as the reserved and non-reserved picking list quantity. You can also make or change a reservation for the items just as when using the form.

On-hand field section

View the on-hand item status of the selected line to see the physical, reserved, and available quantity, the non-reserved picking list quantity, and the quantity available for activation.