Generate Order Pick List

CloudSuite Industrial has a couple of different avenues to take when picking and creating pick lists. You can use this Generate Order Pick List utility, or you can use the more robust Pick Workbench form. If you use the Pick Workbench form, be sure to read the Picking, Packing, and Shipping overview.

The Generate Order Pick List utility produces a report that lists all items available to be shipped for a particular order (with a status of Ordered). If you are using Data Collection, the pick list can be printed to show the barcodes associated with the items. The report provides you with a list of all items on the order so you can check them off as they are shipped. The report displays the lot number and location for each item.

Note: Reserved quantities will be picked before other material, and the report will show the quantity reserved.

If you want to create automatically all possible shipping transactions for the orders, select the Post Material Issues check box. (Shipping transactions will be created for all line/releases that have a quantity on hand that is greater than zero.)

If you do not want to create automatically shipping transactions, clear the Post Material Issues check box. In this case, the Picked and Backordered columns will be blank in the pick list. You can fill them in when the picking is done.

Note: After the pick list, the system prints a "Summary by Item," which breaks down the current locations of the items on the list.

Caution: If the customer has an expired letter of credit (LCR), you cannot ship the customer's orders. If the customer order is on credit hold and the customer is on credit hold, you cannot ship the customer's orders.

If the Limit Exceeded Credit Hold Reason field is blank on the Accounts Receivable Parameters form, and you create or update a customer order or a customer order line, when the customer's (or corporate customer's, if applicable) credit limit is exceeded, the customer order is not placed on credit hold, and you are not prevented from shipping the order.