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Use this form to confirm the items that have been picked for sales orders, transfer orders, warehouse orders or any other order references where picking registration is needed.

The form has three main sections:

  • Use the section to filter the information displayed in the form based on picking method or based the bar code or picking route ID.

  • Use the section to view details about each picking line.

    Use the section to get an overview of the all lines for one order, including items not to be picked from inventory. Order picking has one picking list for each order.

Note Note

Depending on configuration and license keys, some options and fields may be unavailable.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Upper pane

Tab

Description

Picking lists to be updated or confirmed.

Details about the selected picking list.

Delivery information such as customer name and address and delivery date.

This information is primarily relevant for order picking where there is one picking list for each order.

Lower pane

Tab

Description

Picking list lines to be updated or confirmed.

Details about the selected picking list line.

Inventory dimensions used for the item in the picking list line.

Buttons

Upper pane

Button

Description

Update lines to or if this has been set up as part of outbound rules.

: Activate the picking route.

: Start picking on a picking route that has status .

: View open output orders for the picking route.

: Cancel all lines in the picking route. If one or more lines have already been picked and the for the lines is or an even later status, it is not possible to cancel the route.

: Manually deliver picked items and specify where you want picked items to be delivered after picking. The status of each line changes according to the setup stage that you have defined in the Outbound rules (form). The program automatically removes any lines that have been delivered and highlights the next items to be delivered.

Print the picking list.

To make it easier to update the information in the form, the printed picking list is sorted in the same way as the lines in the form.

Lower pane

Button

Description

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

Note that for sales orders this is possible only if the customer allows partial delivery. This is set up on each sales order line in the form (the option on the tab)

: For lines that are already , register that items for the selected line have been put back in the inventory. This could for example be relevant if items were picked and reported from the wrong batch or if the customer does not need the full picked quantity.

: For lines that are not , remove them from the picking list. This command corresponds to using the Delete Recordcommand on the toolbar.

: Cancel the selected lines. If one or more lines have already been picked and the for the lines is or an even later status, it is not possible to cancel.

Opens the form that provides information about the output orders found in the system.

For the selected line, view inventory transactions, on-hand items or reservations.

Use to choose which of the inventory dimensions to display in the current form.

Fields

Field

Description

Use the and the to filter on picking routes based on one or the other picking method.

Use to filter on a specific picking route or on the bar code associated with the picking route.

Tip Tip

When is , the bar code can be scanned from the paper picking list and into the field. This is an easy way to filter the form and display the relevant picking route.

Status for the picking route or, in the section, for the individual lines.

In the section status is based on the status of the individual lines in the shipment and is equal to the lowest of the line states. For example, if one of the lines is in status while other lines are in status , the shipment will be in status .

Possible states:

: This state is relevant for consolidated picking only. It is set when the button on the form is pressed.

: For order picking the picking route state will be when creating a picking route and not performing an auto pick.

For consolidated picking the picking route state be when activating a picking route. This can be done from the form or when lines are activated from the form.

: Picking has been started, either from the when guided pick is used, or when performing the first pick.

: Picking has been completed.

Note that the picking route status when the picking list is posted depend on a parameter setting on the form: The picking route status may go directly do . For more information, see Accounts receivable parameters (form).

: Picking has been cancelled for the order.

The date the picking route was activated.

The type of transaction that initiated the picking route.

The number of the transaction that initiated the picking route.

Specify that the route does not contain any service item lines or lines with no active location inventory dimensions.

Unique ID for the picking area.

Warehouse where the items were picked.

Shipment type can be or .

For more information, see Picking methods.

ID of the pallet used for picking.

The default setting comes from the form.

The mode of handling refers to the two ways of picking: using a hand-held device and registering picked items on an ongoing basis - or printing the picking list on paper and updating Microsoft Dynamics AX after completion of picking.

The name of the employee to pick items for the shipment.

Priority of the picking route, relative to other picking routes. The higher the value, the higher the priority.

The priority is used to sort the list in the form.

This parameter is used in connection with the parameter and is automatically selected when is .

When the quantity for a specific item on one line increases, the quantity for the same item on another line within the same picking route automatically decreases. This is intended for use when picking is registered on a hand-held device and the update is immediate.

Estimated total time is will take from then items from the shipment are picked and until they are shipped.

The total volume of items to pick.

Volume is defined as part of them item setup on the form.

The maximum volume for a picking route is defined as part of the warehouse setup on the form.

Date and time when the shipment was activated.

Date and time when the shipment was started.

The start time stamp is set when the button on the form is pressed, or when the first line on the picking list is updated.

Date and time when the shipment was completed, that is when the shipment is in status .

Date when the shipment will be delivered.

The date comes from the issue reference, for example a sales order, and is relevant for order pick only. The date information is also available on the tab.

Unique inventory transaction ID.

Unique identification of the item.

Item dimensions as defined on the item or item group.

Tip Tip

Use on the button to select which dimensions to display for the lines.

The confirmed delivery date.

The quantity to pick.

If the full quantity has not been picked, the actual quantity picked is entered here. If a quantity of zero is entered, the status is updated to cancelled during picking update.

Indicates that the items are already reserved in the inventory.

Identification of the inventory order

Order type.

The type of inventory transaction that initiated the item pick.

The quantity to pick.

The sequence in which to pick the item, relative to other items. The higher the value, the earlier on the picking route should the item be picked.

This is set up on the form.

The sequence in which to go to this location on the picking route, relative to other locations. The higher the value, the earlier on the picking route should the location be included.

This is set up on the form.

If there is a conflict between the and the , then the will be used.

The height and width of the item; defined as part of the item setup.

Estimated time to pick the item; defined as part of the item setup.

Actual time to pick the item; registered when the item pick is complete.

ID of the employee who is doing the item pick.

The ID of the pallet used for the item pick.

Unique ID of the shipment that the line belongs to.

Planned delivery date for the item.

Unique item identification.

Output order identification.

The type of transaction that initiated the picking route. This information is also listed on the tab.

Order number.

This information is also listed on the tab.

The quantity released to inventory for picking.

This quantity may be identical to the reference issue request, for example the sales order, but may also be different. For example, if the quantity on the sales order is "100", the quantity to deliver now, and hence the , might be "80".

Quantity in the shipment.

Indicates the quantity that remains to be picked for the shipment; used only if the order could not be completely fulfilled.