Sales Entry Pick Tickets Report overview

Printing pick tickets

You can only print pick tickets for Stock Orders (SO), Blanket Releases (BR) and Counter Sales (CS) order types. Printing pick tickets changes orders from Stage 1 (Ordered) to Stage 2 (Picked), unless the total shipped quantity on the order is zero. If the stage is already Stage 3 (Shipped), it is not changed. Pick tickets cannot be printed for orders that have been invoice processed.

If Line Ship Complete is selected for a line item and these conditions are met, a pick ticket is not printed for the line:

• The customer or ship to accepts back orders.
• The line cannot be filled in its entirety.

When you run the pick ticket report, the shipped quantity for a Line Ship Complete line is set to zero and the line is included on the back order. The status of the Line Ship Complete option is copied from the original order to the back order. The shipped quantity on the back order is updated with the shipped quantity value from the original line. Stock is re-allocated to the line if stock is available after the Sales Entry Processing Back Order Fill Report is run.

You can use one of these methods to print pick tickets for Return Merchandise (RM) order types:

• Print the print tickets from Sales Order Entry
• List the RM order on the Sales Entry Pick Tickets Report

If a pick ticket is printed for an order with Stage 1 (Ordered), the quantity for each product on the order is subtracted from the Reserved quantity and added to the Committed quantity in Product Warehouse Product Setup-Costs. The same updates to Inventory Control occur for each component of a build-on-demand kit. If the order is in Stage 2 (Picked), only those lines that changed on the order are reprinted. Any type of change qualifies the lines to be reprinted.

If the shipped quantity was increased since it was first picked, specify Yes for the Print Changes OnlySales Order Entry. If the shipped quantity decreased since the first time it was picked, and you specify option to include only the difference on the reprinted pick ticket. The Reserved and Committed quantities are not affected by orders being reprinted. The quantities appropriately in Yes for Print Changes Only, the new quantity prints.

** Do Not Pay *** Do Not Pay *** Do Not Pay **

If these conditions occur, a corresponding message is included on the pick ticket.

• Pick tickets are being reprinted: **REPRINT**
• The order is sent COD: C.O.D. prints to the right of the Ship Via
• A product is an MSDS product and Picking is specified in the MSDS Print field in SA Administrator Options-Products-Defaults. The message is printed regardless of the number of times the associated pick ticket is printed.
• The order disposition is Ship Complete, Will Call, Tag and Hold, or Just in Time: ***SHIP COMPLETE***, ***TAG AND HOLD***, ***WILL CALL***, or **JUST IN TIME**
• A staging area was not entered on the order: ******** prints in the Staging Area field.
• The product is non-stock. The bin location from the sales order line, which was updated during receiving, is printed in the Bin Location field. If there is no bin location on the order line, the default bin location from ICENH is used. If that is not found, Non-stock prints in the Bin Location field.
  Note:  Generally, the entire quantity of a nonstock product is ordered from a vendor or transferred from a warehouse. If part of the quantity is in stock, the shipped quantity is picked.
• The product is a pick-up-on-the-way product: Pick up prints in the Bin Location field.
• The quantity for the product that was sold is taken from an alternate warehouse: Whse: #### prints on the line, and the first bin location from the alternative warehouse is printed.

Reprinting pick tickets

You can reprint pick tickets multiple times. If you print pick tickets more than one time, REPRINT is printed on each subsequent pick ticket. If the order was complete, all lines print and the newly added lines are distinguished with an asterisk (*) for Ship Complete and Tag and Hold orders so they can be picked. If the order is not complete, the newly added line items are printed. This table shows the values to specify for options on the report to print specific lines on the pick tickets when working with Ship Complete orders:

If you print a range of orders, the pick tickets that were previously printed are excluded, unless changes were made to the order. In this case, the changes that were made are included on the reprinted pick ticket. To reprint a pick ticket, specify Yes for Enter a List of Order #’s and then specify the order number on the list.

Central distribution center orders

If you have implemented central distribution center (CDC) order processing, the pick ticket printed in the CDC warehouse includes an indicator in the Extended Shipping Instructions section. The indicator identifies it as a CDC order intended for the sales warehouse. For example: CDC:CDC1>Branch1. This helps the warehouse personnel in the CDC warehouse when staging items to be shipped to each sales warehouse.

If you are printing pick tickets as Format 4 forms using Infor Document Management (IDM), the CDC Status indicator (oeeh.cdcstatus) can be added to your custom pick ticket forms. This displays the CDC:[CDC warehouse]>[sales warehouse] indicator on forms.

Serial/lot

If serial or lot numbers were allocated for a product or kit component, they are printed under the product line on the pick ticket. If comments and notes exist, you can specify to print them on pick tickets and invoices on the respective records. If the product is a build-on-demand kit, all the components print on the pick ticket.

Customer product cross reference

When more than one product cross-reference record exists, if one is a customer product cross-reference and another is a non-customer product cross reference, an extra line with the customer product cross-reference prints on acknowledgments, pick tickets, and invoices when the non-customer product cross-reference is entered in Sales Order Entry. The Product Extended Product Cross Reference Setup customer product cross-reference is printed below the line that prints for the non-customer product cross-reference.

Pick ticket format

You can print pick tickets in standard or non-standard formats. The standard format includes the customer number on the heading page. You can also print all the headings on the pick tickets or suppress printing them. If you do not print the headings on the pick tickets, the document name is printed so you can identify the document. If you have custom, preprinted forms, suppress printing the headings. Select the format in SA Administrator Options-Documents-Sales Orders-Printing.

Use the Pick Ticket and Transfer Order option in SA Administrator Options-Documents-Sales Orders-Printing to print pick tickets by row section of bin location, product, or line number. Your selection may alter the order the line items were entered in Sales Order Entry. When Receipts or Always is selected in Reservation Type in Product Warehouse Product Setup, the difference between the ordered quantity and the available quantity is displayed in the Qty From Receivers section on the pick ticket. When you generate the Purchase Pre-Receiving Report, the order number is displayed below the Inventory Reserved Against Receipts section to expedite the receiving process.

There are several conditions where the shipped quantity may equal zero, such as back orders, non-stocks, will call orders, and transfers. If the shipped quantity is zero, there is nothing to pick. Select the Print Pick Ticket Line Items When Quantity Shipped is 0 option in SA Administrator Options-Documents-Sales Orders-Printing to print line items where the shipped quantity is zero. If the option is not selected, the lines are not printed but the total of the lines are printed at the bottom of the pick ticket.

Select the Print Bulk Pick Ticket Cover Sheet option in SA Administrator Options-Documents-Sales Orders-Printing to print individual pick tickets and one bulk pick ticket. If you specify a range or list of order numbers, all matching line items are combined and printed as one line on the bulk pick ticket. If a product is a build-on-demand kit, the components, but not the kit itself, print on the bulk pick ticket. Both the kit and components are printed on the individual pick ticket. After the entire quantity is picked, it must be divided again and distributed back to the individual orders. Bulk pick tickets apply each time you print more than one pick ticket. Review the options to ensure that the print sessions produce the desired results.

External and internal stand-alone comments are printed directly below the product number according to their sequence number. Subtotal lines are not printed on pick tickets.

Rush lines

Orders with line items that are designated as rush require special processing. When you print pick tickets for rush orders by themselves, or with other pick tickets, expedite them immediately. Accelerated processing can be achieved through these methods:

• **RUSH** is displayed at the top of the pick ticket to instruct warehouse personnel to fill the order immediately.
• Rush pick tickets print first, before any other pick tickets.
• Select Yes for the Print Rush Orders Only option.

Direct order lines

Line DOs can be printed on pick tickets if you select Yes for the Print Drop Ship Lines option. You also must select Print Pick Ticket Line Items When Quantity Shipped is 0 in SA Administrator Options-Documents-Sales Orders-Printing. This message is included with the DO lines on the pick ticket: Will be Drop Shipped From an Alternate Source

Even if you do not print line DOs, the header fields that are related to the pick ticket are updated just as if a pick ticket was printed. This includes the stage code, picked date, picked time, count, update type, and print pick setting.

Just in time deliveries

Pick tickets control the Just in Time order disposition. After the order goes through all other processing, other than printing, it can optionally go through the back order creation process. When Ordering (1) is selected for Create OE Back Orders At Stage in SA Administrator Options-Documents-Sales Orders-Back Orders, and a back order does not already exist, the back order stage for a Just in Time order is set to 2 on the order header. This is also used to determine when the order should be invoice processed. When an order with a disposition of Just in Time, only the line items within the promised date and the JIT Leeway in Product Warehouse Description Setup range print. The stage on the line item is updated to Stage 2 (Picked).

Specify a promised date for JIT orders in the Print Order thru Promised/Requested Date option in Sales Entry Pick Tickets Report. The Days to Allow Forward option is used with the Saturday and Sunday options in Product Warehouse Description Setup to determine if the order is ready for picking. To determine whether to include a line on a Just in Time order, the JIT Leeway in Product Warehouse Description Setup is added to the header date.

If a Just in Time order was picked but not shipped, and alterations were made to cause another line to be picked, lines that are ready for picking are included with both the range and list. Return lines on a Just in Time order is picked in the same manner a regular stock order line is picked.

Filling orders with pending receipts

The document print functions for pick tickets, warehouse transfers, and kit work orders validates what is currently in the warehouse to be picked and what can be picked from pending receipts. If you fill orders with pending receipts, print the picking-related documents before you print the associated pre-receiving report and before you remove any items from the receipts and manually allocate to orders.

If a warehouse product record indicates you can reserve inventory against pending receipts, the document includes bin locations and quantities to pick from stock inventory and the quantities to pick from pending receipts.

If you use bulk pick tickets, you include the breakdown of picking quantities and locations.

Scrap returns

When you process scrap returns, this message prints in the detail area: SCRAP RETURN/CREDIT.

Select the Do Not Download Scrap Returns option in the SA Administrator Options-Logistics-WL Options to prevent sales order return lines with a Return Type reason code set to Scrap from being dropped to TWL for receiving. This also prevents the creation of back orders for the return sales order lines designated with the Scrap reason code.

If you select this option and the entire sales order is comprised of return lines where the Return Type reason code is Scrap, then no header or line records are created. If you select this option and the sales order has a mix of return lines, then header and line records are created only for the return lines where the Return Type reason code is not set to Scrap.

Pick tickets for service orders

If Do Not Print Service Pick Ticket in SA Administrator Options-Integrations-Service Management is not selected, then you can print pick tickets for non-assembly sales orders for planned material transactions in TWL and non-TWL warehouses in Distribution SX.e.

See information about picking sales orders in a TWL warehouse in Infor CloudSuite Distribution Guide for Infor Service Management.

Pick ticket printing and picking is based on the promised date at the header and line levels of the service order in Distribution SX.e. The date at the header level is used to qualify orders for pick ticket printing, based on report options. The date at the line level is used to determine if a pick ticket for the line should be printed now or in the future. If a service order includes a line that should be picked in the future, the service order can be included on the report more than once. These dates on a service order correspond to the promised dates on the service order:

• Start Date of SRO: Promised date at the header level
• Transaction Date of planned material transaction: Promised date at line level

Pick tickets for planned material transactions show these shipment types from Service Management:

• Inventory Issue

  This type can include the technician truck identifier to indicate which truck to load with the product. Setup is required in Product Extended Warehouse Cross Reference Setup.

• Inventory Return
• Customer Ship
• Customer Return