Configuring Picking Transaction Parameters

Use the Transaction Set Maintenance form to configure parameters for the Picking transaction.

  1. Go to Transaction Set Maintenance form > Transaction Name > Picking.
  2. Select Fill Warehouse checkbox to pre-fill the warehouse on the transaction with the warehouse assigned to the user.
    Note: 
    • You can change this warehouse for a specific transaction if required.
    • If you are configuring parameters that only applicable for a specific warehouse, the same warehouse is displayed in the Warehouse field.
    • If you are configuring general parameters, which are applicable by default in the application, the Warehouse field is unspecified and unavailable.
  3. Select Successful Message checkbox to display a success message when the transaction is successfully completed.
  4. Select a Default Order Type for this transaction from the available values.
    Note: You can change this value.
  5. Configure this parameter on the Transaction Parameters tab, in the Parameter and Value columns:
    Picking Option
    Select one of the Default Picking Options:
    • Default by Order - Select this box to use the "by order" picking method by default. The user can change this method.
    • Default by Run - Select this box to use the "by run" picking method by default. The user can change this method.
    • Default by Mission - Select this box to use the "by mission" picking method by default. The user can change this method.
    Filter by Warehouse
    Select this checkbox to only allow users to pick items in the current warehouse.
    Serial Picking Implemented
    Select this checkbox to allow users to pick serialized items.
    Lost Material Order Type
    The order type to use for lost material.
    Consolidate Picks
    Select this checkbox to allow identical picks to be summarized in a single line on the display.
    Prefill Consolidate with Yes

    Select this check box to set the Consolidate field to Yes on the Picking form.

    This check box is displayed only if the Consolidate Picks check box is selected.

  6. Configure these order type-specific parameters on the Order Type Parameters tab, in the Parameter and Value columns:
    Number of Rows in List
    The maximum number of rows to display in the picking list. If the number of items available for picking exceed this number, the list is truncated. As items are picked, these are removed from the list, providing space for the truncated items to be displayed.
    Cart Location
    The cart location to which to transfer items at the time of picking.
    Stage Location
    The staging location for items that are picked.
    Lost Material in Use
    Select this checkbox to allow users to report lost material during picking. If you select this checkbox, you must specify a lot material warehouse, a lost material location, or both.
    Lost Material Warehouse
    The warehouse to which lost material is transferred. Optionally, leave this field blank to use the original warehouse to hold lost material. This parameter is only displayed if the Lost Material in Use parameter is selected.
    Lost Material Location
    The location to which lost material is transferred. Optionally, leave this field blank to use the original location to hold lost material. This parameter is only displayed if the Lost Material in Use parameter is selected.
    Over Picking Allowed (Sales, Transfer, Production only)
    Select this checkbox to allow users to pick more than the required quantity, in compliance with standard Infor LN tolerance limits.
    Cascade
    Select this checkbox to take over picking into account for other advice lines. Clear this checkbox to prevent over picking for one advice line from affecting any others. This parameter is only displayed if the Over Picking Allowed (Sales, Transfer, Production only) parameter is selected.
    Release Outbound
    Select this checkbox to release the outbound advice when items are picked.
    Display Item Number
    Select this checkbox to display the number of the item that is picked.
    Scan Item Number
    Select this checkbox to require the user to scan the item number. If the scanned item number does not match the item number on the pick list, the application displays and error message.
    Display Location
    Select this checkbox to display the location of the item that is picked.
    Scan Location
    Select this checkbox to require the user to scan the location. If the scanned location does not match the location on the pick list, the application displays and error message.
    Change Location
    Select this checkbox to allow users to pick items from a location that is different from that on the pick list. If you select this checkbox, this parameter overrides the Scan Location parameter.
    Display Lot Number
    Select this checkbox to display the lot number of the item that is picked.
    Scan Lot Number
    Select this checkbox to require the user to scan the lot number. If the scanned lot number does not match the lot number on the pick list, the application displays and error message.
    Change Lot Number
    Select this checkbox to allow users to pick items with a lot number that is different from that on the pick list. If you select this checkbox, this parameter overrides the Scan Lot Number parameter.
    Display date
    Select this checkbox to display the inventory date of the item that is picked.
    Scan Date
    Select this checkbox to require the user to scan the inventory date. If the scanned inventory date does not match the inventory date on the pick list, the application displays and error message.
    Change Inventory Date
    Select this checkbox to allow users to pick items with an inventory date that is different from that on the pick list. If you select this checkbox, this parameter overrides the Scan Date parameter.
    Display Handling Unit
    Select this checkbox to display the handling unit assigned to the item that is picked.
    Scan Handling Unit
    Select this checkbox to require the user to scan the handling unit. If the scanned handling unit does not match the handling unit on the pick list, the application displays and error message.
    Change Handling Unit

    Select this check box to allow users to pick items assigned to a handling unit that is different from that on the inventory line. If you select this check box, this parameter will override the Scan Handling Unit parameter.

    Change Serial Numbers
    Select this checkbox to allow users to pick items with a serial number that is different from that on the outbound advice.
    Display Destination Location
    Select this check box to display the destination location.
    Allow Destination to be Changed
    Select this check box to allow users to change the destination location.
    Note: User can change the destination location if:
    • the Release Outbound and Display Destination Location parameters are selected for this transaction
    • the From and To warehouses are not the same.
  7. Select Label Print Parameters to configure label printing parameters for this transaction on the Order Type Parameters tab. See Configuring Label Printing Settings for Specific Transactions, Warehouses, and Order Types for more information.
  8. Specify this information for each order type on the Order Types tab:
    Enabled
    Select this checkbox to allow this order type to be used in this transaction.
    Specific Parameters
    Select this checkbox to use order-specific parameter settings for this order type. Clear this checkbox to use the default parameter settings for this order type.
  9. Click Save.
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