Pick ticket printing for planned materials supported

You can now implement an alternate workflow to print pick tickets for planned material transactions on service orders in Distribution SX.e, instead of Service Management. You can use the standard picking process for Distribution SX.e.

You can print pick tickets using the Sales Entry Processing Pick Ticket Report or on demand in Sales Order Entry. Pick ticket printing is based on the promised at the header and line levels. The promised date at the header level is the start date of the service order. The promised date at the line level is the transaction date for the planned material transaction.

Pick tickets for planned material transactions show the shipment type from Service Management, either Customer Ship, Customer Return, Inventory Issue, or Inventory Return. Pick tickets can also include the technician truck identifier if the shipment type is Inventory Issue. The technician truck identifier indicates which truck to load with the product. To include truck identifiers on pick tickets, you must set up your trucks as alternate warehouses in Product Extended Warehouse Cross Reference Setup. You must also select the new Service Truck Stock Inventory option to identify the alternate warehouse as a stocked truck.

The shipment type and technician truck identifier are included on Format 1 print output for pick tickets. If you use Format 4 output, you must map the new fields to your custom pick ticket template.

During print ticket printing, an API call is used to update the service order in Service Management. On the Service Order Transactions form, the Pick List Printed indicator is selected for the planned material transaction. If the indicator is selected, you can process the service order for invoicing in Service Management. The Invoice BOD is generated, which updates the status of the order to Shipped in Distribution SX.e.

If you do not enable pick ticket printing at the system level in Distribution SX.e, you can authorize pick tickets to be printed on demand. Use the new authorization point, Print Order Created by Service Mgmt, to authorize users to print pick tickets on demand in Sales Order Entry and other functions.