Use this form to set up default parameters for picking lists.

Navigating the form

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

Fields

Field

Description

Select this check box to edit transfer order lines that have been displayed according to the update principle that is selected. Only lines with a positive ship quantity are shown. You can, for example, change the shipment quantity or delete the line. You can also perform reservation and picking for the line by clicking . By selecting the check box, you can edit the transfer order lines before they are updated, however the lines inventory dimensions cannot be changed.

Clear the check box to ship the transfer order line only according to the principle specified in the list. This setting is useful in connection with the setting. If you select the check box, the available quantity for transfer is frozen at the time the parameter is selected, even if the available quantity changes in the period up to the execution of the shipment. If you do not select the check box, the available quantity is that quantity that is available at the time the shipment is executed.

This check box is only available if you have selected the check box. Select this check box to explode transfer order lines according to the inventory transactions. You can edit the inventory dimensions location, batch and serial number for the order transfer line. For example, if you have made a reservation on three serial numbers ABC-1, ABC-2 and ABC-3 the exploded line will contain the reserved dimensions. You can then replace ABC-2 by selecting a new serial number in the list.

Note Note

The new serial number will not apply until the shipment has been updated.

When you select the check box, you cannot edit the inventory dimensions if the items in the lines have already been picked.

Print the current picking list.

Reserve the transaction in the inventory.

Displays the quantity that you can pick according to the principle specified in the field.

The following update principles are available:

  • - The ship quantity will be equal to the value in the field on the individual transfer lines. This option requires that you have filled out the field in advance.

  • - The ship quantity will be equal to the remaining ship quantity for each line. The remaining ship quantity = Transfer quantity - shipped quantity.

  • - The ship quantity will be equal to the physical reserved inventory quantity.

  • - The ship quantity will be equal to remaining ship quantity, if the quantity is physically available in the warehouse. If this is not the case, the quantity is reduced to the available physical quantity.

This date is by default today's date, however you can change it if desired. When you update a shipment for a transfer order line the inventory transactions will be updated with this date, the fields Physical date and Financial date.

The field is automatically populated with the employee number of the default setup. Otherwise with the current user if a relation has been created.