Performing Pick Slip Generation

Purpose: Pick slip generation controls the warehouse workload by determining the volume and type of orders to print. Use this program to print pick slips as needed.

In this chapter:

Pick Slip Generation Overview

Pick Slip Generation Setup Requirements

Drop Ship Pick Slips

Selecting Pre-Generated Picks for Pick Slip Generation

Authorizations During Pick Slip Generation

Allocating Stock

Pick Slip Allocation Processing

Streamlined Allocation

Allocation Processing Against Multiple Locations

Examples: Allocation Against Multiple Locations

Allocation Processing Against Primary Primary Location

Examples: Allocation Against Primary Primary Location

Confirming and Billing the Pick Slip Immediately

Let Down Replenishment

Let Down Replenishment Processing

Let Down Replenishment Example

Sorted Pick Sort GH Table

Sorting Pick Slips into Separate PDF Documents

Pick Slip Sort within a Pick Slip PDF Document

Using Cart/Bin Picking

Sorting Pick Slips into Separate Cart Batches

Pick Slip Sort Within a Cart Batch

Generating and Printing Pick Slips

Available Pick Slip Generation Documents

Pick Slip Generation Overview

To perform pick slip generation, select Gen Picks for a pick slip generation template on the Work with Streamlined Pick Slip Generation Screen. The system submits the PICK_GEN job. By default, this job is submitted to the PICKGEN job queue at the Job Management Screen rather than the QBATCH job queue.

PICKGEN job queue: In order to avoid errors during pick slip generation, DO NOT route the PICK_GEN job from the PICKGEN job queue. The PICKGEN job queue processes one job at a time. If a PICKGEN job is running and another job is submitted, the job remains in a RDY status until the PICKGEN job queue is available to process it.

Preparing an order for pick slip generation: The system prepares an order for fulfillment when you create or change an order by creating records in the Pick Control Header and Pick Control Detail tables and defining whether the records require authorization. Preparing the order for pick slip generation in advance reduces the time it takes to run Streamlined Pick Slip Generation (WSPS) to fulfill and print the picking documents. See Preparing Orders for Pick Slip Generation for an overview and processing details.

Pick slip generation performs the following steps.

1.

Select Pre-Generated Picks for Pick Slip Generation

The system determines which pre-generated picks to include in the pick slip generation run, based on the pick slip selection criteria specified on the Streamlined Pick Slip Generation Screen. To be eligible for pick slip generation, an order cannot be locked by some other process, such as order maintenance.

Pre-generated picks are picks created during pick slip preparation prior to running pick slip generation for an order. The status of a pre-generated pick is either G Generated No Authorization, indicating the pick requires authorization during pick slip generation, or H Generated Has Authorization, indicating the pick can bypass authorization during pick slip generation. See Creating Pre-Generated Picks.

When the system selects a pre-generated pick to include in the pick slip generation run, the system changes the Pick status from G Generated No Authorization to 1 Waiting for Authorization or H Generated Has Authorization to 2 Authorized.

See Selecting Pre-Generated Picks for Pick Slip Generation.

2.

Perform Card Authorizations

The system performs batch authorization processing for picks in the Pick Control Header table that are in a 1 Waiting for Authorization status. The system sends the authorization request for the shippable amount on the pick.

If a credit card or stored value card type payment method that requires authorization does not receive an approved authorization, the system does not generate the pick slip.

See:

Authorizations During Pick Slip Generation

Processing Authorizations and Deposits using an Integration Layer Process

3.

Allocate Stock from a Warehouse Location

The system determines which item/locations to reserve stock from in order to fulfill the quantity required for the pick. See Allocating Stock.

If the Let Down Replenishment (C36) system control value is set to REPORT or RPT/EXEC, the system determines if a primary location needs to be replenished. See Let Down Replenishment.

If an item cannot be picked due to allocation errors, the system prints the item on the Item Stock Allocation Error Report. The Withhold Picks due to Item Allocation Error (F04) system control value defines whether the system prints a pick slip for an order when an item on the order creates a stock allocation error.

Once the system determines the location(s) from where to allocate stock for pick slip generation, the system creates the associated records in the Pick Location table.

4.

Sort the Pick Slips

The system uses the Pick Sort GH table to sort the pick slips so that they generate and print in the correct order. The sort also determines when the system creates a new pick slip PDF document for the pick slips in the pick slip generation run. See Sorting Pick Slips into Separate PDF Documents and Pick Slip Sort within a Pick Slip PDF Document.

Note: Streamlined pick slip generation does not sort pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

If the Use Cart/Bin Picking? (B38) system control value is selected, the system:

• Groups items together for picking by determining the total number of items that can fit on a single picking cart.

• Generates a Cart/Bin Batch Picking Pullsheet for each cart, and a Cart Batch Recap for the pick slip run.

• Sorts and groups orders by batch number.

See Using Cart/Bin Picking, Sorting Pick Slips into Separate Cart Batches, and Pick Slip Sort Within a Cart Batch.

5.

Print the Picking Documents

The system groups the pick slips into documents for printing.

• You can review the Pick Slip on the Forms Management Screen.

• You can review pick slip reports for the pick slip generation run on the Document Management Screen.

Bypass printable picks: Streamlined pick slip generation does not generate printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

See Generating and Printing Pick Slips and Available Pick Slip Generation Documents.

Picks not included? If you run pick slip generation and the system does not include the picks you were expecting, you can use Pick Print Eligibility (WPPE) to determine the reason why the picks for an order were not included.

Pick Slip Generation Setup Requirements

Pick Slip Selection Criteria

Scheduling Pick Slip Generation

Freeze Evaluation in Pick Slip Generation

Pick Slip Form Setup Requirements

Images on Pick Slips

Number Assignment Values

Warehouse Management Settings for Pick Slip Generation

System Control Values That Apply to Pick Slip Generation

Pick Slip Selection Criteria

Select the Streamlined Pick Slip Generation (WSPS) menu option to define the pick slip selection criteria that the system uses to generate pick slips. Once you create a pick slip generation template, you can use it to define your criteria, submit the pick slip generation process, and print the pick slip documents.

Scheduling Pick Slip Generation

You can schedule when pick slip generation runs for a particular pick slip generation template using a periodic function whose Program name is PFR0107 and whose Parameter matches the pick slip generation template’s Description.

To set up:

1.

Use Streamlined Pick Slip Generation (WSPS) to create a pick slip generation template.

The system automatically creates a periodic function for the pick slip generation template if you select the Create Periodic Function flag and the template’s Description is 7 characters or less. Note: The Description must be 7 characters or less because the maximum length for the periodic function name is 7 positions. Also, in order to create a periodic function for the template, the description cannot contain a single quote ().

Example: To run pick slip generation by selected order number, create a pick slip generation template with a description of ORDER # and select the Create Periodic Function flag.

The system creates the periodic function with the following settings:

Function = the text you entered in the Description field for the pick slip generation template.

Description = the text you entered in the Description field for the pick slip generation template; however, you can change it.

Company parameter = selected

Appl area (Application area code) = FUL Fulfillment

Program name = PFR0107

Parameter = the text you entered in the Description field for the pick slip generation template. The parameter must match the Description defined for the pick slip generation template. For example, if the description of the pick slip generation template is ORDER #, the parameter must also be ORDER # and not ORDER#.

Note: You can also use Working with Periodic Functions (WPER) to manually create the periodic function. In this situation, the program name must be PFR0107 and the Parameter must match the Description of the pick slip generation template.

2.

Use Working with Periodic Processes (WPPR) to assign the periodic function to a periodic process.

• To run a separate schedule for each pick slip generation template, create a separate periodic process for each periodic function that represents a pick slip generation template.

• If you plan to run your pick slip generation templates on the same schedule, you can create one periodic process for all periodic functions that represent a pick slip generation template. When the periodic process is executed, the system processes the periodic functions in assigned sequence order.

3.

Once you have created the periodic process, you can use the Execute Periodic Process screen (located in the Working with Periodic Processes (WPPR) or Executing Periodic Processes (EPRO) menu option) to define a schedule for the job. See How to Schedule a Job for instructions.

Freeze Evaluation in Pick Slip Generation

Pick slip generation evaluates the status of the Reservation freeze field for an item warehouse, the Reservation freeze flag for an item location, and the Frz (Freeze) field for a warehouse location. If there is a freeze at any level, pick slips do not print. Instead, the system prints the Item Stock Allocation Error Report listing the items that were ordered but not picked and the reason why the inventory was not picked.

Pick Slip Form Setup Requirements

See Forms Setup for more information on the setup required for the pick slip form. This setup includes:

Specify the Maximum Number of Pick Slips Per Spool File

Set up Related System Control Values

Create Image Files for Company or Entity Logos (Graphical Forms)

Forms Properties

Images on Pick Slips

You can include a company or entity logo on the printed pick slip. See Setting Up Company Logos for Forms for more information.

Important: Company and entity logos on forms is not currently implemented.

Number Assignment Values

Use the Setting Up the Number Assignment Table (WNUM) menu option to set up the following number assignment values.

Number Assignment

Description

End #

PCH Billing Batch # (A13)

Assigns the next number to a batch of pick slips so that you may bill all pick slips in the batch in a single step.

7 positions

PCH Control # (A15)

Assigns the next number to uniquely identify each pick.

7 positions

Cart Batch # (A26)

Assigns the next number to a cart to be used for cart/bin picking.

3 positions

Warehouse Management Settings for Pick Slip Generation

If you are using a warehouse management system and do not need to generate pick slip documents, use streamlined pick slip generation and select the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) to improve pick slip performance.

System Control Values That Apply to Pick Slip Generation

System Control Values Related to Drop Ship Pick Slips

System Control Values Related to Pick Slip Allocation

System Control Values Related to Let Down Replenishment

System Control Values Related to Pick Slip Sort

System Control Values Related to Cart/Bin Picking

System Control Values Related to Printing Pick Slips

System Control Values Related to Drop Ship Pick Slips

See Drop Ship Pick Slips for more information about each system control value.

System Control Value

Description

Print Amounts on Drop Ship Picks (C81)

 

Defines whether to print prices on drop ship pick slips.

Allow Only Single Line on Drop Ship Pick (C82)

 

Defines whether a single item or multiple items print on a drop ship pick slip.

Authorize Only Merchandise for Drop Ship (C92)

 

Defines how to authorize charges for drop ship picks.

Print One Drop Ship Invoice per Ship Alone Item (E38)

 

Defines whether the system prints a separate drop ship invoice for each ship alone item on an order.

Drop Ship Pick Print Program (E92)

 

Defines the program that prints drop ship pick slips.

Add Printed Drop Ship Lines as Backordered on Pick (E93)

 

Defines whether the system displays drop ship items as backordered on the regular pick slip even after a drop ship pick slip or purchase order has been generated for the drop ship item.

System Control Values Related to Pick Slip Allocation

See Allocating Stock for more information about each system control value.

System Control Value

Description

Inventory Sharing (A69)

 

Defines whether a company will fulfill orders from another company's inventory.

Check Location Quantities During Pick Generation (C54)

 

Indicates whether pick slip generation allocates inventory from specific pickable locations in the warehouse.

Include Bulk Locations in Primary Primary Availability (F87)

 

Defines whether the system includes the quantity in bulk locations in the available pick quantity for the primary primary location.

Include Secondary Locations in Primary Primary Availability (F88)

 

Defines whether the system includes the quantity in secondary locations in the available pick quantity for the primary primary location.

Withhold Picks due to Item Allocation Error (F04)

 

Defines whether the system prints a pick slip for an order when an item on the order creates a stock allocation error.

System Control Values Related to Let Down Replenishment

See Let Down Replenishment for more information about each system control value.

System Control Value

Description

Let Down Replenishment (C36)

 

Determines whether to use let down replenishment during pick slip generation.

Replenish from Location Type (A66)

 

Defines the types of locations from which you want to replenish stock when performing primary location replenishment.

Include Print Quantity in Available Calculations (A65)

 

Defines whether you want to include the print quantity in primary replenishment calculations.

Check Location Quantities During Pick Generation (C54)

 

Indicates whether pick slip generation allocates inventory from specific pickable locations in the warehouse.

Consolidated Replenishment Report Program Name (G49)

 

Determines whether you can print the consolidated replenishment detail reports for replenishment control requests created by multiple pick slip generations in a single day.

System Control Values Related to Pick Slip Sort

See Sorting Pick Slips into Separate PDF Documents for more information about each system control value.

System Control Value

Description

Pick Sort Program Name (C65)

 

Identifies the program that sorts data for pick slips in pick slip generation.

Sort Pick Slips by Gift Flag (D53)

 

Defines whether the system separates gift orders from non-gift orders when sorting pick slips.

Sort Picks by Foreign/Domestic Flag (D54)

 

Defines whether the system separates foreign from domestic addresses when sorting pick slips.

Sort Picks by Pick Sequence (E89)

Defines whether the system considers the pick sequence number defined in Creating and Maintaining Locations (WLOC) when sorting pick slips in a batch.

Load Location into Pick Sequence (G34)

 

Indicates whether to load the location code(s) for each pick slip into the Picking sequence array field of the Pick Control Header Extended and Pick Sort GH tables when you generate pick slips, so that you can use this information for your pick sort program.

System Control Values Related to Cart/Bin Picking

See Using Cart/Bin Picking for more information about each system control value.

System Control Value

Description

Use Cart/Bin Picking? (B38)

 

Defines whether to use the cart/bin picking feature to sort pick slips.

Maximum Number of Single Line Picks (B39)

Defines the maximum number of single line pick slips to include in a single batch.

Maximum Number of Multi Line Picks (B40)

 

Defines the maximum number of multi-line pick slips to include in each batch.

Maximum Number of Zones (B41)

 

Defines the maximum number of zones (up to six) allowed on a multi-line pick slip before generating another batch.

Cube of Cart (B42)

 

Defines the total cubic volume of the cart.

Cube of Bin (B44)

 

Defines the cubic volume of the smallest bin within a cart.

Minimum Number of Picks in a Cart (B47)

 

Defines the minimum number of picks that can fit in a cart.

Break Single Line Picks by Zone (E33)

 

Defines whether to break single line pick slips into separate cart/bin batches based on the warehouse zone.

Sort Picks by Pick Sequence (E89)

Defines whether the system considers the pick sequence number defined in Creating and Maintaining Locations (WLOC) when sorting pick slips in a batch.

System Control Values Related to Printing Pick Slips

See Generating and Printing Pick Slips for more information about each system control value.

System Control Value

Description

Generate Invoice Number at Pick Gen (H80) and Generate Invoice # at Pick Gen without Address Match (K81)

 

Define whether to assign pending invoice numbers to qualifying orders at pick slip generation.

Pick Printing Program (C37)

 

Defines the name of the program that prints pick slips.

Batch Pull Sheet Printing Program (C38)

 

Defines the name of the program that prints batch pull sheets.

Cart/Bin Batch Pull Sheet Printing Program (C39)

 

Defines the name of the program to print batch pull sheets for cart/bin picking.

Print Batch Pull Sheet Item Summary (C59)

 

Defines whether to print the Batch Pull Sheet Item Summary report when printing pick slips.

Automatic Generation of Gift Acknowledgement (B92)

 

Defines whether the system will print gift acknowledgements for Gift orders (The Gift field on the order header is selected) when you generate pick slips, when you bill the orders, or not at all.

Batch Item Pull Label Printing Program (F63)

 

Defines the program name to print batch item pull labels.

Generate Price Tickets During Pick Slip Generation (I77)

 

Indicates if the system generates price tickets during pick slip generation for retail store orders.

Bypass Creation of Pick Forms during WSPS Pick Generation (K55)

Indicates whether to bypass generation of printable pick slip and other documents in order to accelerate streamlined pick slip generation.

Drop Ship Pick Slips

Drop ship items are items that are not stocked in inventory. When a customer buys a drop ship item, you order the item from your supplier (vendor). The vendor ships the item directly to the customer.

System control values related to drop ship pick slips:

System Control Value

Description

Print Amounts on Drop Ship Picks (C81)

Defines whether to print prices on drop ship pick slips.

Allow Only Single Line on Drop Ship Pick (C82)

Defines whether a single item or multiple items print on a drop ship pick slip.

Authorize Only Merchandise for Drop Ship (C92)

Determines the amount to authorize for drop ship purchase order and drop ship pick slips.

Print One Drop Ship Invoice per Ship Alone Item (E38)

Defines whether the system prints a separate drop ship invoice for each ship alone item on an order.

Drop Ship Pick Print Program (E92)

Defines the program that prints drop ship pick slips.

Add Printed Drop Ship Lines as Backordered on Pick (E93)

Defines whether the system displays drop ship items as backordered on the regular pick slip even after a drop ship pick slip or purchase order was generated for the drop ship item.

Order Broker Drop Ship system control values: See Drop Ship Integration Values (H20) for a list of the system control values related to the Order Broker Drop Ship Integration.

DROPSHIP Authorization Records in W Status

The system creates a record in the Drop Ship Work table when you process drop ship orders. The record remains in the Drop Ship Work table until the corresponding authorization transaction in the CC Authorization Transaction table receives an approved authorization. The drop ship output (pick slip or purchase order) is not produced until the credit card on the order receives an approved authorization.

When you select to generate pick slips, if a drop ship work record exists for a drop ship order paid with a credit card and the credit card did not receive an approved authorization during drop ship processing due to transmission failure, a pop-up window opens.

When you see this pop-up window during pick slip generation, you can either:

• select Accept to generate pick slips without first re-sending the drop ship order for authorization.

When you generate pick slips, the system sends all authorization records in the CC Authorization Transaction table to the authorization service, including the authorization transaction associated with the drop ship order. If you do this, a record remains in the Drop Ship Work table for the drop ship order, but the corresponding authorization record no longer exists in the CC Authorization Transaction table.

To generate drop ship output for the drop ship order, you need to delete the record from the Drop Ship Work table and process drop ship orders again.

Note: When you process drop ship orders again, the system sends an authorization transaction to the authorization service for the drop ship order that was stranded in the Drop Ship Work table. You need to make sure that you do not receive a double authorization for the drop ship order since the authorization transaction associated with the drop ship order was sent to the authorization service when you ran pick slip generation.

Note: You continue to receive this pop-up window when you generate pick slips until you delete the record in the Drop Ship Work table.

• select Reject to return to the Work with Streamlined Pick Slip Generation Screen without generating pick slips. You can verify with the authorization service whether the drop ship authorization was received.

- If the authorization was received by the authorization service, use the Reprocess Drop Ship Authorizations Screen (RPDS) to receive the authorization. If the drop ship order receives an approved authorization, the system generates the drop ship output (pick slip or purchase order) and deletes the record from the Drop Ship Work table.

- If the authorization was not received by the authorization service, check the CC Authorization Transaction table to verify that only the authorization transaction for the drop ship order exists. Then, use the Reprocess Drop Ship Authorizations Screen (RPDS) to resend the drop ship authorization transaction. If the drop ship order receives an approved authorization, the system generates the drop ship output (pick slip or purchase order) and deletes the record from the Drop Ship Work table and CC Authorization Transaction table. Note: If authorization transactions exist in the CC Authorization Transaction table for non-drop ship orders, the system sends the authorization transactions to the authorization service when you reprocess drop ship authorizations.

Screen Option

Procedure

Continue to generate pick slips without correcting the drop ship error

Select Accept. The system sends all records in the CC Authorization Transaction table to the Authorization Service, including the authorization associated with the drop ship order.

Return to Work with Pick Slip Generation without generating pick slips

Select Reject. The system returns you to the Work with Streamlined Pick Slip Generation Screen allowing you to correct the drop ship error before generating pick slips.

For more information: See Selecting Vendors for Drop Ship Processing (MDSP) for more information on processing drop ship orders.

Selecting Pre-Generated Picks for Pick Slip Generation

The system determines which pre-generated picks (picks in the Pick Control Header table whose status is either G Generated No Authorization or H Generated Has Authorization) to include in the pick slip generation run, based on the pick slip selection criteria specified on the Streamlined Pick Slip Generation Screen. To be eligible for pick slip generation, an order cannot be locked by some other process, such as order maintenance.

During pick selection, the system also:

• Assigns a billing batch number to the pick.

• Updates the Date and Time Updated in the Pick Control Header table to the current date and time.

• Updates the Date and Time Printed in the Pick Control Header table to the current date and time.

• Looks at Authorization History to determine if any picks in an H Generated Has Authorization status are associated with an expired authorization or Credit Card Authorization Reversal. If so, the system updates the status of the Authorization History record to E Expired and changes the status of the pick to G Generated No Authorization.

• Looks at Authorization History to determine if any picks in an H Generated Has Authorization status are associated with a stored value card payment and the Perform Balance Inquiry during Batch Authorizations (J19) system control value is selected. If so, the system changes the status of the pick to G Generated No Authorization.

• Looks at the Online Authorization table to determine if any picks are associated with an online authorization in an S Sent status for a deactivated pay type. In this situation, the system ignores the online authorization, and if another credit card type payment method is on the order, the pick goes out for authorization for the new payment method.

• Changes the Pick status from G Generated No Authorization to 1 Waiting for Authorization or H Generated Has Authorization to 2 Authorized. The system performs authorization during pick slip generation for picks that are in a 1 Waiting for Authorization status; see Authorizations During Pick Slip Generation.

Submitting ship-for-pickup orders to the Order Broker: If an order selected for pick slip generation is flagged to ship to a store location for customer pickup, the process sends a Submit Order request to the Order Broker. See Ship-for-Pickup Orders for an overview.

Checking status for retail pickup or delivery orders: If a retail pickup or delivery order from the Order Broker is selected for pick slip generation, the process sends a status inquiry request to the Order Broker to confirm that the order has not been canceled since the last update on its status was received. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for an overview.

Authorizations During Pick Slip Generation

Purpose: The system performs batch authorization processing during pick slip generation for picks that are in a 1 Waiting for Authorization status in the Pick Control Header table.

Picks that skip the authorization process: The system skips the authorization process for picks in the Pick Control Header table that are in a 2 Post-Authorization status. For these picks, the system continues with regular pick slip generation; see Allocating Stock.

Also, the system does not authorize pick slips for ship-for-pickup orders if the Payment at POS for Ship for Pickup Orders (L60) system control value is selected. See that system control value for background.

Automatic authorization: You can approve all authorizations for a service bureau automatically if you want to avoid waiting for the response.

This option is available if all of the following are true:

• The Default Vendor Response for Automatic Authorizations (G10) system control value provides a valid response code for the service bureau,

• The Immediate response field for the service bureau is unselected, and

• The user has the required authority, as controlled by the Continue Authorization without Receipt (A90) secured feature.

You might choose automatic authorization if you expect a substantial delay before you receive the response from the service bureau, you want to approve and print pick slips quickly, and the possibility of the orders failing authorization is slight.

Determining the Amount to Authorize

The system sends the dollar amount associated with what is shippable on the order that has not yet received an authorization, across all ship to customers, for authorization.

If the card is the only payment method, the shippable dollar amount includes:

- shippable merchandise amount, excluding drop ship items.

- tax associated with the shippable merchandise amount.

- total freight

- total additional freight

- total order level additional charges

Note: The system sends the total freight and total additional freight for authorization, regardless of whether you are prorating freight charges (the Prorate Freight Charges (D39) system control value is selected).

If the card is the catch-all payment method, the amount to authorize is the remaining shippable dollar amount not associated with another payment method on the order. The system subtracts the amount applied to any other payment methods from the shippable dollar amount.

shippable dollar amount - dollar amount associated with other payment methods = amount to authorize for this card

If more than one card is sent for authorization: The system sends for authorization the card defined with a dollar amount, and then sends the catch-all card for authorization.

Example: If you specify that $50.00 is to be charged to Visa and the remainder of the order is to be charged to Mastercard, the first $50.00 will be applied to Visa. The system authorizes only the amount that can be shipped. If only $40.00 is being shipped, an authorization request for $40.00 will be sent for the Visa card. If an additional $40.00 is shipped the following week, two authorizations will be requested: the remaining $10.00 for Visa and $30.00 for Mastercard. If the Visa card is approved and the Mastercard is declined, the second shipment will not occur. The full shipment amount must be approved for the shipment to occur. The system will keep the authorization code, date and amount for the Visa card. The authorization will be good for the number of days you specify in the Reauthorization days field in the Payment Type table.

Deferred and installment pay plans: If the Auth full amount (Authorize full amount) field for the Flexible Payment Option is selected, the full pickable amount is sent for authorization. If this field is unselected, and:

• The order includes an installment payment plan, the first installment amount for the pickable merchandise is sent for authorization.

• The order includes a deferred payment plan, $1.00 is sent for authorization.

Note: If the Authorize full pickable amount field is selected, the system submits the full amount of the pick slip for authorization, even though this amount is not deposited immediately.

Credit cards requiring authorizations less than $1.00: If the credit card amount to authorize is less than $1.00 and you have defined an authorization number in the Authorization Number for Authorizations Under $1.00 (I08) system control value, the system does not send the credit card to the service bureau for authorization and instead assigns the authorization number defined in the system control value to the credit card. If an authorization number is not defined in this system control value, the system sends the credit card to the service bureau for authorization, regardless of the amount that requires authorization.

Sending Authorization Requests to the Authorization Service

When you send a batch authorization request to the authorization service, the system:

• Creates a record in the CC Authorization Transaction table.

• Places the pick slip in a pending status.

• Looks at the authorization service settings to determine how to send the batch authorization request to the authorization service.

- If the Communication type setting for the service bureau is Integration Layer, the system sends the authorization request to the integration layer job defined in the Batch auth integration layer process field for the authorization service. See Processing Authorizations and Deposits using an Integration Layer Process.

- If the Communication type setting for the service bureau is Payment Link, the system sends the authorization request to the service bureau via a direct connection instead of using advanced queuing. The communication settings are defined in the Interface Properties. See Processing Authorizations and Deposits Using Point-to-Point Communication.

• Sends the authorization request to the service bureau and waits for a response. If an authorization response is not received, the system continues with pick slip generation processing and does not generate a pick slip for the order that did not receive an authorization. The Pick Control Header and Pick Control Detail records for the pick slip requiring authorization will remain in a pending status.

Authorizations When Consolidating Invoices

The Consolidated Invoice (B49) system control value indicates whether to consolidate invoices for shipments on the same order on the same date. The setting of this system control value also determines whether the system sends a separate authorization request for each pick slip generated for an order.

If the Consolidated Invoice (B49) system control value is selected, the system consolidates order shipments that occur on the same date into a single invoice. The setting of the Invoice Consolidation Method (E29) system control value determines whether the system consolidates all order shipments (across ship tos) that occur on the same date into a single invoice, or whether the system consolidates all order ship to shipments (single ship to) that occur on the same date into a single invoice.

In this situation, the system will obtain one authorization (for all order shipments or for each order ship to shipment) and will create one deposit record for the total amount being shipped, regardless of the number of pick slips that are generated for the order. The full amount of the shipment must be authorized when this method is used. If the authorization is declined, the system does not generate any pick slips for the order.

Consolidating invoices allows you to limit the number of authorization and deposit transactions required for the order, and reduces your transaction fees to the service bureau.

• If all pick slips for the order are billed on the same day, the authorization amount will match the deposit amount and no more authorizations will be required for settlement.

• If all pick slips for the order are not billed on the same day, the authorization amount will not match the deposit amount and the order will be re-authorized at settlement with each deposit.

Example: Order # 745 has a shipment amount of $100.00. The system generates 3 pick slips for the order.

Pick Slip

Shipment Amount

Authorization Amount

1

$25.00

$100.00

2

$40.00

3

$35.00

One authorization will be obtained for the entire order. If the customer has an available balance of only $30.00, nothing will be shipped. All 3 pick slips associated with the order will be deleted from the Pick Control tables.

If the Consolidated Invoice (B49) system control value is unselected, the system produces a separate invoice for each pick slip generated, regardless of when they ship (bill). In this situation, the system sends a separate authorization for each pick slip associated with the order.

Example: Order # 746 has a shipment amount of $100.00. The system generates 3 pick slips for the order.

Pick Slip

Shipment Amount

Authorization Amount

1

$25.00

$25.00

2

$40.00

$40.00

3

$35.00

$35.00

A separate authorization will be obtained for each pick slip associated with the order. If the customer has an available balance of only $30.00, pick slip 1 will ship, but pick slips 2 and 3 will not ship.

See Consolidated Invoice (B49) and Invoice Consolidation Method (E29) for more information.

Receiving a Response from the Authorization Service

When an authorization response is received, the system:

• Updates the Credit Card Authorization Transaction table with the values in the authorization response message.

• Updates the Authorization History table.

• Continues with pick slip generation.

If the authorization is declined: The system:

• Does not generate a pick slip for the order.

• Deletes the Pick Control Header and Pick Control Detail records since the items cannot ship.

• Prints the order on the Credit Card Authorization Listing for authorizations that have been declined.

• Updates the record in the Authorization History table indicating the card was declined. You can review the declined authorization on the Display Authorization History Screen and Authorization History Details Window in standard Order Inquiry.

• If the Credit Card Decline Email Program (K53) system control value specifies a valid email program, the pick slip generation program generates an email to customers whose orders are placed on hold due to credit card decline. See that system control value for more information.

If the authorization is approved: The system:

• Generates a pick slip for the order.

• Prints the order on the Credit Card Authorization Listing for authorizations that have been approved.

• Updates the status of the record in the Authorization table to *RCVD.

• Updates the record in the Authorization History table indicating the card has been approved, the authorization number, the date the card was authorized, and the dollar amount authorized. You can review the approved authorization on the Display Authorization History Screen and Authorization History Details Window in standard Order Inquiry.

AVS response: If the credit card charge is approved (authorized) but the credit card fails the address verification check, the authorization may be placed on hold (based on the value in the Hold reason field in the Vendor Response table). The order header is also placed on AT (declined credit card) hold. You must contact the customer and obtain correct address information, then take the order header and credit card pay type off of hold through the Selecting Held Orders (ERHO) menu option and resend for authorization or cancel the order. A pick slip is not generated until the credit card receives an approved authorization and passes AVS verification. See Address Verification Service (AVS).

Voiding pick slips: If you void a pick slip, the credit card is still authorized. The authorization does not expire until the number of days you specify in the Reauthorization days field in the Payment Type table have elapsed. If the authorization is valid when the order is re-submitted for pick slip generation, the system will use the existing authorization. The authorization amount may not match the shipment amount when the deposit request is processed. If this occurs, the service bureau may reauthorize the order for the correct amount prior to accepting the deposit.

Deposits: Authorization numbers and authorization amounts should match the deposits. The system pulls the authorization numbers from the authorization history records for the order/payment method to try to match the authorizations and deposits. See Processing Auto Deposits (SDEP).

Stored Value Card Balance Inquiry: If the Perform Balance Inquiry during Batch Authorizations (J19) system control value is selected, the system sends a stored value card balance inquiry request to the service bureau before performing batch authorization against the stored value card.

• If the remaining balance on the stored value card is equal to or greater than the amount to authorize, the system performs batch authorization against the stored value card.

• If the remaining balance on the stored value card is less than the amount to authorize, and:

- The stored value card is the catch-all pay type on the order, the system does not perform batch authorization for the order and does not generate a pick slip for the order. Also, if a Hold Reason for Stored Value Cards with Insufficient Funds (J18) is defined, the system places the order on hold.

- The stored value card is not the catch-all pay type on the order, the system performs batch authorization for the order to authorize the stored value card pay type for the remaining balance and the catch-all pay type for the remaining authorization amount.

See Batch Authorization Balance Inquiry for more information.

Allocating Stock

Pick Slip Allocation determines the locations where the system pulls stock in order to fulfill the pick slips in the pick slip generation run.

The system calls pick slip allocation after authorization processing. The system deletes any pick slips that failed authorization before performing pick slip allocation.

Pick Location Types

As the system searches for locations in pick slip generation, it tries to allocate only from locations defined as pickable. The following warehouse location types exist.

Location Type

Description

Primary

Primary locations are the main picking locations, although a primary location may be defined as pickable or non-pickable. These locations may contain more than one item/SKU.

Pickable primary locations are filled during replenishment from other locations, based on the setting of the Replenish from Location Type (A66) system control value. Item/location records have min/max values used in the replenishment. Non-reservable primary locations are excluded from the replenishment system. Item/location records in a primary location are never deleted by the system.

Secondary

Secondary locations may be pickable or non-pickable, and they can contain more than one item/SKU.

Pickable secondary locations can be replenished from other locations, based on the setting of the Replenish from Location Type (A66) system control value. Item/location records associated with these locations are never deleted by the system. Pickable and non-pickable secondary locations are used to replenish primary locations. Non-reservable locations are excluded from the replenishment system.

Bulk

Bulk locations are used to store overstock quantities. They usually contain case or carton quantities, can be defined as pickable or non-pickable, and can contain more than one item/SKU.

Quantities stored in bulk locations are used to replenish primary or secondary locations. Item/location records associated with bulk locations are deleted by the system when the on-hand in that location reaches zero. Non-reservable locations are excluded from the replenishment system.

Temporary

Temporary locations are assigned by the system or an operator to temporarily store inventory until it can be put away or picked. A temporary location cannot exist without at least one item/location record associated with it. When stock is moved into a temporary location, the system creates an item/location record. When the on-hand in the item/location reaches zero, the system deletes the location and the item/location records. Order Management System does not allocate merchandise from a temporary location even if the location is defined as pickable. In order to allocate stock, you must move the merchandise to a non-temporary, pickable location.

Pick Slip Allocation Processing

The system performs the following steps during pick slip allocation.

Determining the Type of Pick Slip Generated

Determining the Inventory Sharing Setting

Populating the Picking Sequence Array Field in the Pick Sort GH table

Determining the Pick Detail Quantity

Determining the Weight and Cube of the Pick Slip

Determining Whether to Check Location Quantities during Allocation

- Allocation Processing Against Multiple Locations

- Allocation Processing Against Primary Primary Location

Determining the Shipper for the Pick Slip

Determining Whether to Hold Pick Slips Due to Allocation Errors

Performing Updates After Successful Allocation

Inventory transactions: In order to allocate stock without errors, you should not process inventory transactions while running pick slip generation.

Inventoried item? The system performs allocation processing for inventoried items only (the Non-inventory field for the item is unselected and the Affect inventory field for the Pick Control Detail record is set to Y).

Streamlined allocation? If the Use Streamlined Allocation (L63) system control value is selected, the system allocates the entire quantity printed (and reserved) on the pick slips from the item’s primary primary location in the warehouse on the Pick Control Header and bypasses certain allocation processing to accelerate pick slip generation. You might use streamlined allocation if you integrate with a warehouse management system. See Streamlined Allocation for processing details.

Determining the Type of Pick Slip Generated

The system looks at the records in the Pick Control Header table to determine if the Generation type is R (Regular), S (Special Handling), or I (Bill Immediately).

• If the Generation type for the record in the Pick Control Header table is R (Regular) or S (Special Handling), the system continues with allocation processing.

• If the Generation type for the record in the Pick Control Header table is I (Bill Immediately), the system confirms and immediately bills the pick slip. See Confirming and Billing the Pick Slip Immediately.

Determining the Inventory Sharing Setting

The system looks at the setting of the Inventory Sharing (A69) system control value. This system control value defines whether a company will fulfill orders from another company’s inventory.

Note: The system does not perform this step if you Use Streamlined Allocation (L63).

• If selected, the company where you ran pick slip generation fulfills orders from another company’s inventory. The Shared company/warehouse in the Creating and Maintaining Warehouses (WWHS) menu option indicates the company and warehouse that provides the inventory to fulfill orders against the company where you ran pick slip generation.

• If unselected, the company where you ran pick slip generation fulfills orders from its on-hand inventory.

See Inventory Sharing (A69) for more information about this system control value.

Populating the Picking Sequence Array Field in the Pick Sort GH table

The system looks at the following system control values to determine whether the system loads the location code or location picking sequence number into the Picking sequence array field in the Pick Control Header Extended table and Pick Sort GH table when you generate pick slips.

Note: The system does not perform this step if you Use Streamlined Allocation (L63).

The system uses the Picking sequence array field to sort pick slips into separate PDF documents and during cart/bin picking. See Sorting Pick Slips into Separate PDF Documents and Sorting Pick Slips into Separate Cart Batches.

Sort Picks by Pick Sequence (E89)

Load Location into Pick Sequence (G34)

Results:

unselected

unselected or selected

The system leaves the Picking sequence array field in the Pick Control Header Extended and Pick Sort GH tables blank.

selected

selected

The system loads the Picking sequence array field in the Pick Control Header Extended and Pick Sort GH tables with the location code.

selected

unselected

The system loads the Picking sequence array field in the Pick Control Header Extended and Pick Sort GH tables with the location picking sequence number.

See Sort Picks by Pick Sequence (E89) and Load Location into Pick Sequence (G34) for more information about each system control value.

Determining the Pick Detail Quantity

The system uses the following calculation to determine the quantity required to fulfill a pick slip detail record.

Qty Ordered in Pick Control Detail - Qty Backordered in Pick Control Detail = Quantity required for pick slip detail

Determining the Weight and Cube of the Pick Slip

The system determines the weight and cube of the pick slip.

Note: The system does not perform this step if you Use Streamlined Allocation (L63).

Weight of pick calculation: If a Ship weight is defined for the SKU, the system uses the SKU Ship weight; otherwise, the system uses the item Ship weight:

SKU or Item Ship Weight * Quantity Printed on Pick Control Detail = Weight of pick in Pick Control Header Extended

The system rounds the weight of the pick slip to 3 decimal places, for example 9.999.

Example: The system generates a pick slip for the following items.

Item

Item Ship Weight

SKU Ship Weight

Pick Qty

Weight of Pick

ABC

1.234

 

2

2.468 + 3.111 + 4.25 = 9.829

BCD

3.111

3.111

1

CDE

4.0

4.25

1

Cube of pick calculation: If a Cube factor is defined for the SKU, the system uses the SKU cube factor; otherwise, the system uses the item cube factor:

SKU or Item Cube factor * Quantity Printed on Pick Control Detail = Cube size of pick in Pick Control Header Extended

The system rounds the cube of the pick slip to the nearest integer.

Example: The system generates a pick slip for the following items.

Item

Item Cube Factor

SKU Cube Factor

Pick Qty

Cube Size of Pick

ABC

2.1

 

2

4.2 + 5.4 + 11.6 = 21 (rounded from 21.2)

BCD

5.4

5.4

1

CDE

11.0

11.6

1

The system uses the cube size of pick value during cart/bin picking; see Using Cart/Bin Picking.

Determining Whether to Check Location Quantities during Allocation

The system looks at the setting of the Check Location Quantities During Pick Generation (C54) system control value to determine whether to allocate inventory from specific pickable locations in the warehouse.

Note: The system ignores the setting of the Check Location Quantities During Pick Generation (C54) system control value if you Use Streamlined Allocation (L63).

• If selected, the system allocates inventory from the first pickable location with enough stock to satisfy the quantity printed on the pick slip. If there is not enough stock, the system allocates inventory across multiple pickable locations, beginning with primary, secondary, then bulk locations. See Allocation Processing Against Multiple Locations for more processing information.

• If unselected, the system allocates the entire quantity printed on the pick slips from the item's primary primary location. If the primary primary location does not contain this quantity, you must perform replenishment immediately after running pick slip generation in order to replenish stock from bulk and secondary locations to the primary primary location. See Allocation Processing Against Primary Primary Location.

Note: If you are using Let Down Replenishment to generate and process replenishments during pick slip generation, you must select the Check Location Quantities During Pick Generation (C54) system control value.

Determining the Shipper for the Pick Slip

The system uses the following hierarchy to determine the ship via code to default to the Pick Control Header Table. The system uses the ship via code in the Pick Control Header table as the shipper for the pick slip.

1. Use the ship via override defined for the pick slip generation template.

2. Use an alternate ship via defined for the ship via on the Order Header.

3. For single line pick slips, use the ship via defined on the Order Detail.

4. For multi line pick slips, use the ship via defined on the Order Header.

Streamlined allocation: If you Use Streamlined Allocation (L63), the system overrides the ship via that defaults to the Pick Control Header Table only if a ship via override is defined for the pick slip generation template; the system does not override the ship via to the alternate ship via defined for the ship via on the order header.

Freight exempt items at the ship via level: When the system applies a ship via override to the pick slip, the system does not look at the Freight Exempt Item Ship Via table to determine if one or more of the items on the pick slip is excluded from freight for the ship via override. The system keeps the freight that was applied to the order during order entry and prints this freight amount on the pick slip. See Working with Freight Exempt Items (WFEI) for more information about freight exempt items.

Order history message: If the system applies a ship via override to the pick slip, the system writes an order history message indicating the new ship via code that was applied to the pick slip. For example: PICK GEN SHIPPER CHANGED TO 03. Note: The system does not write an order history message if you Use Streamlined Allocation (L63).

1. Use the ship via override defined for the pick slip generation template.

If a ship via is defined in the Override all orders to via field for the pick slip generation template, and this ship via passes Ship Via Override Validation during Pick Slip Generation, the system updates the Ship via field in the Pick Control Header record to the override ship via code.

Examples: The following ship via overrides exist in the Item Ship Via Override table.

Item

Eligible Ship Via Codes for Item

ABC

1

2

Example 1: You place an order for item ABC. The ship via code defined on the Order Header is ship via 1.

Ship via code 2 is defined as the Override all orders to via field for the pick slip generation template.

When you generate a pick slip for the order, the system updates the Ship via field in the Pick Control Header record to ship via code 2.

Example 2: You place an order for item ABC. The ship via code defined on the Order Header is ship via 1.

Ship via code 3 is defined as the Override all orders to via field for the pick slip generation template.

When you generate a pick slip for the order, the system updates the Ship via field in the Pick Control Header record to ship via code 1. The system does not apply the ship via defined in the Override all orders to via field for the pick slip generation template because that ship via is not a valid shipper for the item.

Example 3: You place an order for item ABC. The ship via code defined on the Order Header is ship via 1. The ship via code defined on the Order Detail is ship via 2.

Ship via code 3 is defined as the Override all orders to via field for the pick slip generation template.

When you generate a pick slip for the order, the system updates the Ship via field in the Pick Control Header record to ship via code 3. The system applies the ship via defined in the Override all orders to via field for the pick slip generation template because the system does not validate that the ship via is a valid shipper for the item when the ship via on the Order Detail does not match the ship via on the Order Header.

2. Use an alternate ship via defined for the ship via on the Order Header.

If the pick slip qualifies for an alternate ship via defined for the ship via on the order header, and this ship via code passes Ship Via Override Validation during Pick Slip Generation, the system updates the Ship via field in the Pick Control Header record to the alternate ship via code.

You can define an alternate ship via code for a ship via on the Create Ship Via (2 of 2) Screen. See this screen for more information on defining alternate shippers for a ship via code.

Note: If the alternate ship via chosen for the order does not pass Ship Via Override Validation during Pick Slip Generation, the system does not use this alternate ship via code for the Pick Control Header and does not reevaluate the other alternate ship vias defined for the ship via on the Order Header.

Alternate ship via hierarchy: The system uses the following hierarchy to determine which alternate ship via to use. Once the pick slip qualifies for one of the alternate ship vias, the system does not continue to determine if the pick slip qualifies for any of the other alternate ship vias.

Use the first alternate ship via defined for the ship via on the Order Header.

The pick slip qualifies for the first alternate ship via if:

- The current date - the Date shipped defined in the Invoice Detail table for the first invoice for the order ship to is greater than the number defined in the # of days since 1st shipment field for the alternate ship via, Or

- The # of shipments defined in the Order Ship To table is greater than the number defined in the # of shipments field for the alternate ship via.

Use the second alternate ship via defined for the ship via on the Order Header.

The pick slip qualifies for the second alternate ship via if:

- The total Ship wgt. (Shipping weight) for the items on the pick slip is less than the Minimum weight field for the alternate ship via, Or

- The Total order amount for the pick slip in the Pick Control Header table is less than the Minimum value field for the alternate ship via.

Use the third alternate ship via defined for the ship via on the Order Header.

The pick slip qualifies for the third alternate ship via if:

- The total Ship wgt. (Shipping weight) for the items on the pick slip is greater than the Maximum weight field for the alternate ship via, Or

- The Total order amount for the pick slip in the Pick Control Header table is greater than the Maximum value field for the alternate ship via.

First alternate ship via examples: The first alternate ship via is defined for ship via 1:

Alternate ship via 1

11

# of days since 1st shipment

7

# of shipments

2

Example # of days since 1st shipment: On 8/18, you generate a pick slip for the first shipment on the order. The system creates an invoice and updates the Date shipped field for the Invoice Detail record to 8/18. Since this is the first shipment for the order, the system does not use alternate ship via code 11 on the pick slip and instead uses the ship via code on the Order Header (ship via code 1).

On 8/26, you generate a pick slip for the second shipment on the order. The system uses the following calculation to determine the number of days since the first shipment: current date - earliest date shipped = number of days since the first shipment. In this example, the calculation is: 8/26 - 8/18 = 8 days. The number of days since the first shipment is greater than the number defined for the # of days since 1st shipment field for alternate ship via 1. The system updates the Ship via field in the Pick Control Header record to alternate ship via code 11.

Example # of shipments: On 8/23, you generate a pick slip for the first shipment on the order.

On 8/24, you generate a pick slip for the second shipment on the order. Since the number of shipments (2) is equal to the # of shipments field for alternate ship via 1, the system does not use alternate ship via code 11 on the pick slip and instead uses the ship via code on the Order Header (ship via code 1).

On 8/25, you generate a pick slip for the third shipment on the order. Since the number of shipments (3) is greater than the # of shipments field for alternate ship via 1, the system updates the Ship via field in the Pick Control Header record to alternate ship via code 11.

Second alternate ship via examples: The second alternate ship via is defined for ship via 1:

Alternate ship via 2

12

Minimum weight

5

Minimum value

25.00

Example minimum weight: You place an order for item ABC for a quantity of 1 and item BCD for a quantity of 2. The ship via code on the Order Header is 1.

The Shipping weight defined for item ABC is 1.5. The Shipping weight for item BCD is .5. The total shipping weight for the order is 2.5 (1.5 + .5 + .5 = 2.5).

When you generate a pick slip for the order, because the total shipping weight for the items on the pick slip is less than the Minimum weight defined for alternate ship via 2, the system updates the Ship via field in the Pick Control Header record to alternate ship via code 12.

Example minimum value: You place an order for item ABC for a quantity of 5. The ship via code on the Order Header is 1.

The total order amount for the pick slip is $18.30.

When you generate a pick slip for the order, because the pick slip total for the order is less than the Minimum value defined for alternate ship via 2, the system updates the Ship via field in the Pick Control Header record to alternate ship via code 12.

Third alternate ship via examples: The third alternate ship via is defined for ship via 1:

Alternate ship via 3

13

Maximum weight

25

Maximum value

250.00

Example maximum weight: You place an order for item ABC for a quantity of 1 and item BCD for a quantity of 2. The ship via code on the Order Header is 1.

The Shipping weight defined for item ABC is 14.0. The Shipping weight for item BCD is 6.5. The total shipping weight for the order is 27.0 (14.0 + 6.5 + 6.5 = 27.0).

When you generate a pick slip for the order, because the total shipping weight for the items on the pick slip is greater than the Maximum weight defined for alternate ship via 3, the system updates the Ship via field in the Pick Control Header record to alternate ship via code 13.

Example maximum value: You place an order for item ABC. The ship via code on the Order Header is 1.

The total order amount for the pick slip is $251.30.

When you generate a pick slip for the order, because the pick slip total for the order is greater than the Maximum value defined for alternate ship via 3, the system updates the Ship via field in the Pick Control Header record to alternate ship via code 13.

3. For single line pick slips, use the ship via defined on the Order Detail.

If the pick slip is for a single pick detail, the system updates the Ship via field in the Pick Control Header record to the ship via code defined on the Order Detail record.

If the ship via code on the Order Detail record is blank, the system uses the ship via on the Order Header.

Example: The following ship via overrides exist in the Item Ship Via Override table.

Item

Eligible Ship Via Override Codes for Item

ABC

1

2

BCD

1

2

3

You place an order for items ABC and BCD.

• The ship via on the order header is ship via code 1.

• The ship via code on the order detail for item ABC is ship via code 2.

• The ship via code on the order detail for item BCD is ship via code 3.

During pick slip generation, the system creates a separate pick slip for item ABC and BCD.

• The system updates the Ship via field in the Pick Control Header record for the pick slip for item ABC to ship via code 2.

• The system updates the Ship via field in the Pick Control Header record for the pick slip for item BCD to ship via code 3.

4. For multi line pick slips, use the ship via defined on the Order Header.

If the pick slip does not qualify for a ship via override, or the ship via override does not pass Ship Via Override Validation during Pick Slip Generation, the system updates the Ship via field in the Pick Control Header record to the ship via code defined on the Order Header record.

Ship Via Override Validation during Pick Slip Generation

Before the system applies a ship via override to the Pick Control Header record, the system validates that the ship via code is a valid shipper for each item on the associated Pick Control Detail records.

The system looks at the Item Ship Via Override table for each item on the Pick Control Detail records.

• If a ship via override exists in the Item Ship Via Override table for the item, the system validates that the ship via override for the Pick Control Header record exists as a valid ship via override for the item.

- If the ship via override for the Pick Control Header record exists as a valid ship via override for the item, the system allows the ship via override to the Pick Control Header record.

- If the ship via override for the Pick Control Header record does not exist as a valid ship via override for the item, the system does not allow the ship via override to the Pick Control Header record.

• If a ship via override does not exist in the Item Ship Via Override table for any of the items on the Pick Control Detail records, the system allows the ship via override to the Pick Control Header record.

Note: The system performs this validation only if the ship via code defined on the Order Detail record is blank or matches the ship via code on the Order Header.

For more information: See Working with Item Ship Via Overrides for more information on defining item ship via overrides.

Determining Whether to Hold Pick Slips Due to Allocation Errors

The setting of the Withhold Picks due to Item Allocation Error (F04) system control value defines whether the system prints a pick slip for an order when an item on the order creates a stock allocation error.

• If selected, the system does not print a pick slip for any item that is on the same order as the item that has the item stock allocation error, even if the item will print on a separate pick slip.

• If unselected, the system prints a pick slip for items on the order that did not create item stock allocation errors. If the item that has the item stock allocation error is part of a set or is part of a coordinate group, the system holds the other items that are part of the set or coordinate group.

Order history: The system creates an order transaction history message for the item that has the item stock allocation error: PICK GEN Item Allocation error - Order line 1.

Pick slip totals: The system recalculates the pick slip totals so that amounts related to items with an allocation error are not included on the pick slip.

Example 1: An example of how the system generates a pick slip when the Withhold Picks Due to Item Allocation Error system control value is selected.

Streamlined Pick Generation: Withhold Picks Due to Allocation Error Selected

Order Line

Item Type

Status

Coordinate Group #

Result

1

regular item resulting in allocation error

in-stock

1

The system does not print a pick slip for the item which created an allocation error. The item is listed on the Item Stock Allocation Error report.

Also, the system does not print a pick slip for any item that is on the same order as the item that has the item stock allocation error.

2

ship alone item

in-stock

 

3

coordinate group item

in-stock

1

4

coordinate group item

in-stock

1

5.

regular item

in-stock

1

Example 2: An example of how the system generates a pick slip when the Withhold Picks Due to Item Allocation Errors system control value is unselected.

Withhold Picks Due to Item Allocation Error = Unselected

Order Line

Item Type

Status

Coordinate Group Number

Result

1

regular item resulting in allocation error

in-stock

1

The system does not print a pick slip for the item which created an allocation error. The item is listed on the Item Stock Allocation Error report.

2

ship alone item

in-stock

 

The system prints a separate pick slip for the ship alone item.

3

coordinate group item

in-stock

1

The system does not print a pick slip for the 2 items that are coordinate grouped with the item that has the item stock allocation error.

4

coordinate group item

in-stock

1

5

regular item

in-stock

 

The system prints a pick slip for the regular item.

Performing Updates After Successful Allocation

The system performs the following updates after the quantity required for the pick slip is successfully allocated.

Item Location Table

The system updates each record in the Item Location table whose stock was used during allocation processing.

Field

Description

Printed Qty

The system increases the printed quantity by the Qty printed from the Pick Control Detail record.

For example, if the existing printed quantity for the Item Location record is 1 and you print a pick slip for a quantity of 2, the system updates the Printed qty to 3.

Order Ship To Table

Field

Description

# Picks outstanding

The system increases this field by the number of pick slips generated for the order ship to in the pick slip generation run.

Last pick print date

The system updates this field with the date of the pick slip generation run.

Order Detail Table

For each record in the Pick Control Detail table that was allocated successfully, the system updates the associated record in the Order Detail table.

Field

Description

Qty printed

The system increases the printed quantity by the Qty printed from the Pick Control Detail record.

For example, if the existing printed quantity for the Order Detail record is 1 and you print a pick slip for a quantity of 2, the system updates the Qty printed to 3.

Date printed

The date pick slip generation was run.

Pick Control Detail Table

Field

Description

Qty printed

The system updates this field to the allocated quantity for the pick control line.

Pick Control Header Table

Field

Description

Date printed

The date pick slip generation was run.

Time printed

The time pick slip generation was run.

Note: The system does not populate the Pick zone 1 - 6 fields if you Use Streamlined Allocation (L63).

Pick zone 1

The first zone to pick from in alphabetical sequence.

An asterisk (*) displays if:

• the number of zones to pick from is greater than 6, or

• the number of zones to pick from is greater than the number defined in the Maximum Number of Zones (B41) system control value.

Pick zone 2

The second zone to pick from in alphabetical sequence.

An asterisk (*) displays if:

• the number of zones to pick from is greater than 6, or

• the number of zones to pick from is greater than the number defined in the Maximum Number of Zones (B41) system control value.

Pick zone 3

The third zone to pick from in alphabetical sequence.

An asterisk (*) displays if:

• the number of zones to pick from is greater than 6, or

• the number of zones to pick from is greater than the number defined in the Maximum Number of Zones (B41) system control value.

Pick zone 4

The fourth zone to pick from in alphabetical sequence.

An asterisk (*) displays if:

• the number of zones to pick from is greater than 6, or

• the number of zones to pick from is greater than the number defined in the Maximum Number of Zones (B41) system control value.

Pick zone 5

The fifth zone to pick from in alphabetical sequence.

An asterisk (*) displays if:

• the number of zones to pick from is greater than 6, or

• the number of zones to pick from is greater than the number defined in the Maximum Number of Zones (B41) system control value.

Pick zone 6

The sixth zone to pick from in alphabetical sequence.

An asterisk (*) displays if:

• the number of zones to pick from is greater than 6, or

• the number of zones to pick from is greater than the number defined in the Maximum Number of Zones (B41) system control value.

# of lines

The number of associated records in the Pick Control Detail table.

Ship via code

The ship via code assigned to the pick control header. See Determining the Shipper for the Pick Slip for more information on how the system determines the ship via code to default to the Pick Control Header record and pick slip.

Pick Control Header Extended Table

Note: The system does not populate the Cube size of pick, Weight of pick, or Picking seq array fields if you Use Streamlined Allocation (L63).

Field

Description

Cube size of pick

The system updates the cube size of the pick slip based on the cube of pick calculation. See Determining the Weight and Cube of the Pick Slip.

Weight of pick

The system updates the weight of the pick slip based on the weight of pick calculation. See Determining the Weight and Cube of the Pick Slip.

Picking seq array

• If the Sort Picks by Pick Sequence (E89) and Load Location into Pick Sequence (G34) system control values are selected, the system updates this field with the location codes in alphanumeric order where the items on the pick slip were allocated from. For example, if the items were allocated from locations PRIMARY and A01, the system displays A01 PRIMARY in this field.

• If the Sort Picks by Pick Sequence (E89) system control value is selected and the Load Location into Pick Sequence (G34) system control value is unselected, the system updates this field with the location picking sequence numbers in numeric order where the items on the pick slip were allocated from. For example, if the items were allocated from locations PRIMARY (picking sequence # 3) and A01 (picking sequence # 1), the system displays 00000010000003 in this field.

Note: The system can display up to 25 locations or location picking sequence numbers in this field. If more than one pick slip detail record used the same item location to allocate from, the system displays the location or location picking sequence number in the picking sequence array once.

Pick Location Table

The system creates a record in the Pick Location table for each location whose stock was used during allocation processing.

Field

Description

Company

The Company from the Pick Control Detail record.

PCH control #

The PCH Control # from the Pick Control Detail record.

PCD Line #

The PCD Line # from the Pick Control Detail record.

PDL CMP company

The ROL CMP Company from the Reserved Order Line record.

Warehouse

The ROL WHS Warehouse from the Reserved Order Line record.

Location

• If performing Allocation Processing Against Multiple Locations, this is the item location where the pick slip quantity was allocated from. If the system allocates the pick slip quantity from more than one item location, the system creates multiple records in the Pick Location table.

• If performing Allocation Processing Against Primary Primary Location, this is the Location from the SKU record. This is the item’s primary primary location.

PDL Qty allocated

The PCD Qty printed from the Pick Control Detail record.

PDL Zone

The Location zone from the Location record.

PDL Picking Sequence

The Picking sequence from the Location record.

PDL Billing Batch #

The PCH Billing batch # from the Pick Control Header record.

PDL Cart Batch #

The PCH Cart batch # from the Pick Control Header record.

Note: The system does not populate this field if you Use Streamlined Allocation (L63).

PDL Cart Bin #

The PCD Cart bin # from the Pick Control Detail record.

Note: The system does not populate this field if you Use Streamlined Allocation (L63).

Order #

The Order # from the Pick Control Detail record.

Ship to #

The Ship to # from the Pick Control Detail record.

PDL ITM Number

The ITM Number from the Pick Control Detail record.

PDL SKU Code

The SKU Code from the Pick Control Detail record.

Streamlined Allocation

If the Use Streamlined Allocation (L63) system control value is selected, the system performs streamlined allocation during pick slip generation.

When would you perform streamlined allocation? If you integrate with a warehouse management system, you might use the Generic Pick Out API to communicate pick slip information to the external system. In this case, you can accelerate pick slip processing by performing streamlined allocation.

Note: The system performs Streamlined Allocation only if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

When the Use Streamlined Allocation (L63) system control value is selected, the system allocates the entire quantity printed (and reserved) on the pick slips from the item’s primary primary location in the warehouse on the Pick Control Header.

Retail pickup or delivery orders? If there are any retail pickup or delivery orders eligible for pick slip generation, the system uses streamlined allocation only if:

• the Use OROB Status Inquiry List Web Service (M05) system control value is selected, and

• the Message Version Number specified in the cwdirectcp_locate.properties file is 4.0

See the Use OROB Status Inquiry List Web Service (M05) system control value for a discussion.

During streamlined allocation, the system:

1.

Verifies that a primary primary location is defined for the item.

If a primary primary location is not defined for the item, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: No prime loc.

2.

Determines if the item’s primary primary location is in the warehouse defined on the Pick Control Header record.

• If the item’s primary primary location is not in the warehouse defined on the Pick Control Header record, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: No prime loc.

• If the item’s primary primary location is in the warehouse defined on the Pick Control Header record, the system continues with allocation processing.

3.

The system verifies that the item’s primary primary location is eligible for allocation.

The item’s primary primary location is not eligible for allocation if:

• The Allocation freeze field for the Item Warehouse record is Y. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Itm Whs Rsv Frz.

• The Freeze field for the Location record is Y. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Loc frozen.

• The Pickable location field for the Location record is N or blank. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Loc unpickable.

• The Freeze flag field for the Item Location record is Y. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Itm Loc Rsv Frz.

• The Pending transaction quantity field for the Item Location record is less than 0. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Neg Pend Qty.

4.

If no item stock allocation errors exist, the system allocates the quantity required for the pick slip from the item’s primary primary location.

Note: The system will not generate a stock allocation error if there is not enough stock in the item’s primary primary location.

5.

The system does several updates after allocation; see Performing Updates After Successful Allocation.

Bypassed allocation processing: Streamlined allocation bypasses the following:

• Ignores the setting and does not perform any functionality related to the following system control values:

- Inventory Sharing (A69)

- Sort Picks by Pick Sequence (E89)

- Load Location into Pick Sequence (G34)

- Check Location Quantities During Pick Generation (C54)

- Include Bulk Locations in Primary Primary Availability (F87)

- Include Secondary Locations in Primary Primary Availability (F88)

- Let Down Replenishment (C36)

• Does not perform any calculations to determine the weight and cube of the pick slip.

• Only overrides the ship via that defaults to the Pick Control Header Table if a ship via override is defined for the pick slip generation template; the system does not override the ship via to the alternate ship via defined for the ship via on the order header.

• Does not populate the Pick zone 1 - 6 fields in the Pick Control Header table.

• Does not populate the Picking sequence array field in the Pick Control Header Extended and Pick Sort GH tables.

• Does not populate the Cube size of pick and Weight of pick fields in the Pick Control Header Extended table.

• Does not populate the PDL Zone, PDL Picking Sequence, PDL Cart Batch #, or PDL Cart Bin # fields in the Pick Location table.

Allocation Processing Against Multiple Locations

When the Check Location Quantities During Pick Generation (C54) system control value is selected, the system allocates inventory from the first pickable location with enough stock to satisfy the quantity printed on the pick slip. If there is not enough stock, the system allocates inventory across multiple pickable locations, beginning with primary, secondary, then bulk locations.

The system performs the following steps for each pick control detail record in the pick slip generation run when the Check Location Quantities During Pick Generation (C54) system control value is selected.

1.

The system verifies that the Item warehouse record associated with the warehouse on the Reserved Order Line is not frozen.

• If the Allocation freeze field for the Item Warehouse record is Y, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Itm Whs Rsv Frz.

• If the Allocation freeze field for the Item Warehouse record is N or blank, the system continues with allocation processing.

2.

The system determines which item locations are eligible for allocation.

Item locations excluded from allocation: The system excludes an item location from the list of locations available to allocate from if:

• The Freeze field for the Location record is Y.

• The Pickable location field for the Location record is N or blank.

• The Freeze flag field for the Item Location record is Y.

3.

The system uses the following calculation to determine the quantity available in each eligible item location.

Item location available quantity calculation:

On hand qty in Item Location - negative Pending transaction qty in Item Location - Printed qty in Item Location = Available quantity in Item Location

Note: If the pending transaction quantity for the item location is a positive quantity, the system does not include it in the calculation.

4.

The system tries to allocate the pick slip detail quantity against one item location, comparing the quantity required for the Pick Control Detail record to the calculated available quantity in the item location.

The system uses the following hierarchy when searching for an item location that can fulfill the entire pick slip detail quantity.

1. Allocate the entire pick slip detail quantity from one primary pickable location, searching primary locations in alphabetical sequence. Note: The system does not consider the item’s primary primary location first.

• If the Include Bulk Locations in Primary Primary Availability (F87) system control value is selected, the system includes the quantity in non-pickable bulk locations in the available pick quantity for the primary primary location. See Example: Include Non-Pickable Bulk Locations in Primary Primary Availability for an example.

• If the Include Secondary Locations in Primary Primary Availability (F88) system control value is selected, the system includes the quantity in non-pickable secondary locations in the available pick quantity for the primary primary location. See Example: Include Non-Pickable Secondary Locations in Primary Primary Availability for an example.

• If both the Include Bulk Locations in Primary Primary Availability (F87) and Include Secondary Locations in Primary Primary Availability (F88) system control values are selected, the system includes stock from non-pickable bulk locations in the primary primary location’s availability before including stock from non-pickable secondary locations in the primary primary location’s availability. See Example: Include Non-Pickable Bulk and Secondary Locations in Primary Primary Availability for an example.

2. If the entire pick slip detail quantity cannot be allocated from one primary pickable location, allocate the entire quantity from one secondary pickable location, searching secondary locations in alphabetical sequence.

3. If the entire pick slip detail quantity cannot be allocated from one secondary pickable location, allocate the entire quantity from one bulk pickable location, searching bulk locations in alphabetical sequence.

5.

If the system cannot allocate the entire pick slip detail quantity against one item location, the system tries to allocate the pick slip detail quantity across item locations until the Quantity ordered for the Pick Control Detail record has been reached.

The system uses the following hierarchy when searching across item locations to fulfill the pick slip detail quantity.

1. Allocate the pick slip detail quantity from primary pickable locations, allocating from primary locations in alphabetical sequence.

• If the Include Bulk Locations in Primary Primary Availability (F87) system control value is selected, the system includes the quantity in non-pickable bulk locations in the available pick quantity for the primary primary location. See Example: Include Non-Pickable Bulk Locations in Primary Primary Availability for an example.

• If the Include Secondary Locations in Primary Primary Availability (F88) system control value is selected, the system includes the quantity in non-pickable secondary locations in the available pick quantity for the primary primary location. See Example: Include Non-Pickable Secondary Locations in Primary Primary Availability for an example.

• If both the Include Bulk Locations in Primary Primary Availability (F87) and Include Secondary Locations in Primary Primary Availability (F88) system control values are selected, the system includes stock from non-pickable bulk locations in the primary primary location’s availability before including stock from non-pickable secondary locations in the primary primary location’s availability. See Example: Include Non-Pickable Bulk and Secondary Locations in Primary Primary Availability for an example.

2. If the entire pick slip detail quantity cannot be allocated from primary pickable locations only, continue allocating the pick slip detail quantity from secondary pickable locations, allocating from secondary locations in alphabetical sequence.

3. If the entire pick slip detail quantity cannot be allocated from primary and secondary pickable locations, continue allocating the pick slip detail quantity from bulk pickable locations, allocating from bulk locations in alphabetical sequence.

6.

If the system cannot allocate the entire pick slip detail quantity across item locations, the system determines the setting of the Let Down Replenishment (C36) system control value.

• If the Let Down Replenishment (C36) system control value is set to REPORT or RPT/EXEC, the system performs let down replenishment to restock the item locations in order to complete allocation processing. See Let Down Replenishment for processing information.

• If the Let Down Replenishment (C36) system control value is set to *NONE, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: No stock in Pck.

7.

If the system is able to allocate the pick slip quantity in the Item Warehouse, the system allocates the stock and continues with pick slip generation processing; see Performing Updates After Successful Allocation.

Examples: Allocation Against Multiple Locations

Example: Allocate Against One Item Location

Example: Allocate Against Multiple Item Locations

Example: Include Non-Pickable Secondary Locations in Primary Primary Availability

Example: Include Non-Pickable Bulk Locations in Primary Primary Availability

Example: Include Non-Pickable Bulk and Secondary Locations in Primary Primary Availability

Example: Allocate Against One Item Location

In this example:

• The Check Location Quantities During Pick Generation (C54) system control value is selected.

• The Include Secondary Locations in Primary Primary Availability (F88) system control value is unselected.

• The Include Bulk Locations in Primary Primary Availability (F87) system control value is unselected.

You generate a pick slip for item ABC for a quantity of 25.

Item ABC exists in the following item locations that are eligible for allocation.

Location

Location Type

On Hand Qty

Pending Transaction Qty

Printed Qty

A1

P (primary)

10

-2

0

A2

P (primary)

10

0

8

PRIMARY

P (primary)

25

0

20

B1

S (secondary)

10

0

0

B2

S (secondary)

25

50

0

The system calculates the available quantity for each item location.

• location A1 = 8 (10 on hand - 2 negative pending transaction = 8 available)

• location A2 = 2 (10 on hand - 8 printed = 2 available)

• location PRIMARY = 5 (25 on hand - 20 printed = 5 available)

• location B1 = 10

• location B2 = 25

Because item location B2 has enough available stock to fulfill the entire pick slip quantity of 25, the system allocates the entire pick slip quantity from location B2.

Example: Allocate Against Multiple Item Locations

In this example:

• The Check Location Quantities During Pick Generation (C54) system control value is selected.

• The Include Secondary Locations in Primary Primary Availability (F88) system control value is unselected.

• The Include Bulk Locations in Primary Primary Availability (F87) system control value is unselected.

You generate a pick slip for item ABC for a quantity of 50.

Item ABC exists in the following item locations that are eligible for allocation.

Location

Location Type

On Hand Qty

Pending Transaction Qty

Printed Qty

A1

P (primary)

10

-2

0

A2

P (primary)

10

0

8

PRIMARY

P (primary)

25

0

20

B1

S (secondary)

10

0

0

B2

S (secondary)

25

50

0

The system calculates the available quantity for each item location.

• location A1 = 8 (10 on hand - 2 negative pending transaction = 8 available)

• location A2 = 2 (10 on hand - 8 printed = 2 available)

• location PRIMARY = 5 (25 on hand - 20 printed = 5 available)

• location B1 = 10

• location B2 = 25

Because an item location does not exist that can fulfill the entire pick slip quantity of 50, the system allocates the pick slip quantity across pickable locations, starting with primary locations in alphanumeric order and then secondary locations in alphanumeric order. The system allocates stock in the following order:

8 units from location A1.

2 units from location A2.

5 units from location PRIMARY.

10 units from location B1.

25 units from location B2.

Example: Include Non-Pickable Secondary Locations in Primary Primary Availability

In this example:

• The Check Location Quantities During Pick Generation (C54) system control value is selected.

• The Include Secondary Locations in Primary Primary Availability (F88) system control value is selected.

• The Include Bulk Locations in Primary Primary Availability (F87) system control value is unselected.

You generate a pick slip for item ABC for a quantity of 50.

Item ABC exists in the following item locations that are eligible for allocation. Location PRIMARY is the item’s primary primary location.

Location

Location Type

Pickable?

On Hand Qty

Pending Transaction Qty

Printed Qty

A1

P (primary)

Y

10

-2

 

A2

P (primary)

Y

10

0

8

PRIMARY

P (primary)

Y

25

0

20

B1

S (secondary)

Y

10

0

0

B2

S (secondary)

Y

25

50

0

B3

S (secondary)

N

25

0

0

The system calculates the available quantity for each item location.

• location A1 = 8 (10 on hand - 2 negative pending transaction = 8 available)

• location A2 = 2 (10 on hand - 8 printed = 2 available)

• location PRIMARY = 5 (25 on hand - 20 printed = 5 available)

• location B1 = 10

• location B2 = 25

• location B3 = 25 (included in the available pick quantity for location PRIMARY)

Because an item location does not exist that can fulfill the entire pick slip quantity of 50, the system allocates the pick slip quantity across pickable locations, starting with primary locations in alphanumeric order and then secondary locations in alphanumeric order. The system allocates stock in the following order:

8 units from location A1.

2 units from location A2.

30 units from location PRIMARY (5 available + 25 from B3 = 30)

10 units from location B1

Note: In order for the system to pick 30 units from location PRIMARY, you must transfer the 25 units in location B3 to location PRIMARY.

Example: Include Non-Pickable Bulk Locations in Primary Primary Availability

In this example:

• The Check Location Quantities During Pick Generation (C54) system control value is selected.

• The Include Secondary Locations in Primary Primary Availability (F88) system control value is unselected.

• The Include Bulk Locations in Primary Primary Availability (F87) system control value is selected.

You generate a pick slip for item ABC for a quantity of 50.

Item ABC exists in the following item locations that are eligible for allocation. Location PRIMARY is the item’s primary primary location.

Location

Location Type

Pickable

On Hand Qty

Pending Transaction Qty

Printed Qty

A1

P (primary)

Y

10

-2

 

A2

P (primary)

Y

10

0

8

PRIMARY

P (primary)

Y

25

0

20

B1

S (secondary)

Y

10

0

0

B2

S (secondary)

Y

25

50

0

C1

B (bulk)

N

100

0

0

The system calculates the available quantity for each item location.

• location A1 = 8 (10 on hand - 2 negative pending transaction = 8 available)

• location A2 = 2 (10 on hand - 8 printed = 2 available)

• location PRIMARY = 5 (25 on hand - 20 printed = 5 available)

• location B1 = 10

• location B2 = 25

• location C1 = 100 (included in the available pick quantity for location PRIMARY)

Because item location PRIMARY has enough available stock to fulfill the entire pick slip quantity of 50 (once 45 units are added to the PRIMARY location’s availability), the system allocates the entire pick slip quantity from location PRIMARY.

Note: In order for the system to pick 50 units from location PRIMARY, you must transfer the 45 units in location C1 to location PRIMARY.

Example: Include Non-Pickable Bulk and Secondary Locations in Primary Primary Availability

In this example:

• The Check Location Quantities During Pick Generation (C54) system control value is selected.

• The Include Secondary Locations in Primary Primary Availability (F88) system control value is selected.

• The Include Bulk Locations in Primary Primary Availability (F87) system control value is selected.

You generate a pick slip for item ABC for a quantity of 75.

Item ABC exists in the following item locations that are eligible for allocation. Location PRIMARY is the item’s primary primary location.

Location

Location Type

Pickable

On Hand Qty

Pending Transaction Qty

Printed Qty

A1

P (primary)

Y

10

-2

 

A2

P (primary)

Y

10

0

8

PRIMARY

P (primary)

Y

25

0

20

B1

S (secondary)

Y

50

0

0

B2

S (secondary)

Y

50

50

0

B3

S (secondary)

N

25

0

0

C1

B (bulk)

N

25

0

0

The system calculates the available quantity for each item location.

• location A1 = 8 (10 on hand - 2 negative pending transaction = 8 available)

• location A2 = 2 (10 on hand - 8 printed = 2 available)

• location PRIMARY = 5 (25 on hand - 20 printed = 5 available)

• location B1 = 10

• location B2 = 25

• location C1 = 50 (included in the available pick quantity for location PRIMARY)

• location B3 = 25 (included in the available pick quantity for location PRIMARY)

Because an item location does not exist that can fulfill the entire pick slip quantity of 75, the system allocates the pick slip quantity across pickable locations, starting with primary locations in alphanumeric order and then secondary locations in alphanumeric order. The system allocates stock in the following order:

8 units from location A1.

2 units from location A2.

55 units from location PRIMARY (5 available + 25 from C1 + 25 from B3 = 55)

10 units from location B1.

Note: In order for the system to pick 65 units from location PRIMARY, you must transfer the 25 units from location C1 and the 25 units from location B3 to location PRIMARY.

Allocation Processing Against Primary Primary Location

When the Check Location Quantities During Pick Generation (C54) system control value is unselected, the system allocates the entire quantity printed (and reserved) on the pick slips from the item's primary primary location. Even if the primary primary location does not contain this quantity, the system determined that this quantity is available in the warehouse. You must perform replenishment immediately after running pick slip generation to transfer stock from secondary and bulk locations to the primary primary location to satisfy the quantities printed on the pick slips.

The system does the following steps when the Check Location Quantities During Pick Generation (C54) system control value is unselected.

1.

The system verifies that a primary primary location is defined for the item.

If a primary primary location is not defined for the item, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: No prime loc.

2.

The system determines if the item’s primary primary location is in the warehouse defined on the Pick Control Header record.

• If the item’s primary primary location is not in the warehouse defined on the Pick Control Header record, the system does not print the item on the pick slip. Note: The system does not include this error on the Item Stock Allocation Error Report because the item is placed in a backorder status on the order.

• If the item’s primary primary location is in the warehouse defined on the Pick Control Header record, the system continues with allocation processing.

3.

The system verifies that the item’s primary primary location is eligible for allocation.

The item’s primary primary location is not eligible for allocation if:

• The Allocation freeze field for the Item Warehouse record is Y. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Itm Whs Rsv Frz.

• The Freeze field for the Location record is Y. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Loc frozen.

• The Pickable location field for the Location record is N or blank. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Loc unpickable.

• The Freeze flag field for the Item Location record is Y. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Itm Loc Rsv Frz.

• The Pending transaction quantity field for the Item Location record is less than 0. In this situation, the system does not print the item on the pick slip and instead includes the item on the Item Stock Allocation Error Report: Neg Pend Qty.

 

Verification for secondary and bulk locations: If the system needs to pull inventory from a non-pickable secondary or bulk location in order to replenish the primary primary location, the system:

• Does not verify that the Freeze flag for the location is N or blank.

• Does not verify that the Freeze flag for the item location is N or blank.

• Does not verify that the Pending transaction quantity for the item location is equal or greater than 0.

4.

If no item stock allocation errors exist, the system allocates the quantity required for the pick slip from the item’s primary primary location.

Note: If the system used inventory from a non-pickable secondary or bulk location in order to fulfill the pick slip, you must perform replenishment immediately after running pick slip generation to transfer stock from secondary and bulk locations to the primary location to satisfy the quantity printed on the pick slip.

5.

The system does several updates after allocation; see Performing Updates After Successful Allocation.

Examples: Allocation Against Primary Primary Location

Example: Primary Primary Item Location with Enough Inventory

Example: Item Warehouse with Enough Inventory

Example: Primary Primary Item Location with Enough Inventory

In this example, the primary primary location has enough on hand inventory to fulfill the pick slip.

Item ABC has the following locations in warehouse 2.

Location

On Hand

Pending

A1 (pickable primary primary location)

10

0

C1 (non-pickable bulk location)

10

0

You place an order for item ABC for a quantity of 8.

When you run pick slip generation, the system generates a pick slip for item ABC, pulling the 8 units needed for the pick slip from warehouse 2, location A1.

The system decreases the on hand quantity for the item locations by the quantity used by the pick slip.

Location

On Hand

Pending

A1 (pickable primary primary location)

2

0

C1 (non-pickable bulk location)

10

0

Example: Item Warehouse with Enough Inventory

In this example, the primary primary location does not have enough on hand quantity to fulfill the pick slip, but the item warehouse does have enough on hand inventory.

Item ABC has the following locations in warehouse 2.

Location

On Hand

Pending

A1 (pickable primary primary location)

2

0

C1 (non-pickable bulk location)

10

0

You place an order for item ABC for a quantity of 8.

When you run pick slip generation, the system generates a pick slip for item ABC, pulling the 8 units needed for the pick slip from warehouse 2, location A1. You will need to perform replenishment immediately after running pick slip generation to transfer stock from bulk locations to the primary locations to satisfy the quantities printed on the pick slips.

The system decreases the on hand quantity for the item locations by the quantity used by the pick slip.

Location

On Hand

Pending

A1 (pickable primary primary location)

4 (assuming the 10 units in bulk were moved to primary primary during replenishment processing)

0

C1 (non-pickable bulk location)

0

0

Confirming and Billing the Pick Slip Immediately

During allocation processing, if the Generation type for the Pick Control Header record is I (Bill Immediately), the system confirms and bills the pick slip immediately.

Which items are billed immediately? The system confirms and bills a pick slip immediately for the following types of items:

• virtual stored value card item; see Stored Value Card Purchase and Activation.

• membership item; see Membership Overview.

• subscription item; see Working with Item Subscriptions (WISB).

The system does the following steps during immediate billing.

1.

The system updates the record in the Pick Control Header table.

• Pick status = C (confirmed)

• Date confirmed = The date the record was created.

• Time confirmed = The time the record was created.

• Include on S/J (sales journal) = Y

2.

The system creates a record in the Billing Header Data Queue table.

3.

The system creates a record in the Billing Detail Data Queue table for each record in the Pick Control Detail table that needs to bill immediately.

4.

The system creates a record in the Billing Loc Data Queue table for each record in the Pick Location table that needs to bill immediately.

5.

If the item on the pick slip is a virtual stored value card item, the system creates a record in the Billing SVC Data Queue table.

6.

Once the pick slip has been processed by billing, the system updates the Pick status field for the record in the Pick Control Header table to A (Submitted to Async).

Let Down Replenishment

Overview: Let down replenishment is the automatic restocking of primary locations initiated by the system when you generate pick slips. The system can recommend, or recommend and immediately process, a replenishment transfer, to insure that inventory quantities in primary locations will be adequate for the pick slips you have generated. The Let Down Replenishment (C36) system control value determines whether the system initiates replenishment when you generate pick slips, and whether the system completes the replenishment transfer, or recommends but does not complete the transfer. See Let Down Replenishment Processing.

Note: Let-down replenishment does not occur through streamlined pick slip generation if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Let Down Replenishment Setup

Before you can process a Let Down Replenishment, you need to complete the necessary setup. Setup includes:

System Control Values Related to Let Down Replenishment

Location Table

Item Location Table

Item Warehouse Table

System Control Values Related to Let Down Replenishment

The following system control values relate to Let Down Replenishment.

System Control Value

Description

Let Down Replenishment (C36)

Defines whether the system performs Let Down Replenishment when you generate pick slips, and whether the replenishments will be immediately processed based on the system-recommended inventory transfers, or will be recommended but not processed.

NONE (or blank) = The system does not perform Let Down Replenishment.

REPORT = The system creates the Replenish Control record and its details and generates the Replenishment Detail by From Location report; but, item transfers are not processed immediately.

RPT/EXEC = The system creates the Replenish Control record and its details and generates the Replenishment Detail Report by Item; also, the RPLN_UPD job processes the item transfers automatically.

Check Location Quantities During Pick Generation (C54)

This field must be selected in order to use Let Down Replenishment (C36). See Allocation Processing Against Multiple Locations.

Replenish from Location Type (A66)

Determines the location types from which inventory will be pulled during Let Down Replenishment.

Sec/Bulk = the system replenishes from both secondary and bulk locations. When both location types are used, the system will replenish from bulk locations first in earliest placement date/item location creation sequence, then from secondary locations in earliest placement date/item location creation sequence.

Bulk = the system replenishes from bulk locations only. This option is not implemented.

Secondary = the system replenishes from secondary locations only. This option is not implemented.

Include Print Quantity in Available Calculations (A65)

This field must be selected in order to use Let Down Replenishment (C36).

When selected the system includes the number of units needed to fulfill printed pick tickets in the replenishment calculation. By using this option, the system reduces the on-hand quantity in the primary location by the number of units that are to be picked before determining the quantity to replenish. The system also reduces the quantity on-hand in the location that will be used to replenish the primary location by this amount, before determining the quantity available to move.

Consolidated Replenishment Report Program Name (G49)

Defines the print program used to print consolidated replenishment reports.

You can use these reports to consolidate replenishment information from multiple let down replenishment transactions processed on the same day.

To print consolidated replenishment reports, the following system control values must be set to these values:

Replenish from Location Type (A66) = SEC/BULK, BULK, or SECONDARY.

Check Location Quantities During Pick Generation (C54) = Selected

Let Down Replenishment (C36) = REPORT

Leave this field blank if you do not want to print consolidated reports.

Location Table

Type: Identifies which locations can be replenished, and which locations to use to replenish. Valid location types are primary, secondary, bulk, and temporary.

• Primary locations are the only locations that will be replenished.

• Non-pickable secondary and bulk locations are the only location types that can be used to replenish the primary location.

Freeze: The freeze status of the location indicates whether the location is on hold. If the primary location is frozen, it cannot be replenished. If the secondary or bulk location is frozen, inventory in the location cannot be used to replenish a primary location.

Item Location Table

The following fields must be completed for the replenishment calculation to be performed.

Min qty: The minimum number of units of the item/SKU that should be kept in the item location.

Max qty: the maximum number of units of the item/SKU that should be kept in the item location.

Reservation freeze: Indicates whether the item location is frozen. If the item in the primary location is frozen, it cannot be replenished. If the item in the secondary or bulk location is frozen, inventory in the location cannot be used to replenish a primary location. Also, Pick Slip Generation does not print pick slips for an item/location that is frozen.

Placement date: The system uses the placement date to determine the order in which bulk and secondary locations are used to stock the primary locations. The system replenishes from bulk locations first in earliest placement date/item location creation sequence, then from secondary locations in earliest placement date/item location creation sequence.

Item Warehouse Table

Reservation freeze: Indicates whether the item warehouse is frozen. If the item is frozen at the warehouse level, it is not evaluated for replenishment or pick slip allocation at any location.

Let Down Replenishment Processing

The system uses the following steps during Let Down Replenishment.

1. Determines if a pickable location for the item on the order has enough inventory to fill the pick slip.

• If a pickable location for the item on the order has enough inventory to fill the pick slip, the system does not call Let Down Replenishment, and instead, allocates stock from the pickable location and generates a pick slip for the order. See Pick Slip Allocation Processing.

• If a pickable location for the item on the order does not have enough inventory to fill the pick slip, and Let Down Replenishment Setup has been completed, the system calls Let Down Replenishment.

2. Calculates the replenishment quantity.

The system moves enough stock to the pickable primary location to cover the open pick slips.

Which location to replenish? If a primary primary location is defined for the item, the system replenishes this location; otherwise, the system replenishes the first primary location defined for the item in alphabetical sequence.

The system uses the following calculations to determine the replenishment quantity required for Let Down Replenishment:

Adjusted on hand quantity in primary location calculation:

On-hand quantity in primary location + Positive pending transfer quantity in primary location - Negative pending transfer quantity in primary location - Printed quantity in primary location (if included) = Adjusted on-hand quantity in primary location

• The amount of any pending transfers to the location (a positive pending transfer quantity) is added to the on-hand quantity so that the location is not over-replenished.

• The amount of any pending transfers from the location (a negative pending transfer quantity) is subtracted from the on-hand quantity so the location is not under-replenished.

• The Include Print Quantity in Available Calculations (A65) system control value determines whether the quantity on printed pick slips is included in the calculation so that the location will also be replenished for the items being shipped. This system control value should be selected when using Let Down Replenishment (C36).

Replenishment quantity calculation:

Maximum quantity in primary location - Adjusted on-hand quantity in primary location + Pick slip quantity = Replenishment quantity.

3. Determines where to get the inventory.

If the Replenish from Location Type (A66) system control value is set to SEC/BULK, the system gets inventory first from eligible bulk locations in earliest placement date/ascending item location sequence. If the bulk locations cannot fulfill the entire quantity needed for replenishment, the system then gets inventory from secondary locations in earliest placement date/ascending item location sequence.

The freeze status of the location is also evaluated. If the Reservation freeze flag in the Item Location table is selected, the location will not be used to replenish the primary location.

4. Calculates the quantity to move from each bulk and/or secondary location.

If the location is eligible to be used to replenish the pickable primary location, the following calculation is done to determine the available quantity to move from the secondary or bulk location:

Quantity to move from secondary or bulk location calculation:

On hand quantity in secondary or bulk location - Printed quantity in secondary or bulk location (if included) - Negative pending transfer quantity in secondary or bulk location = Quantity to Move from secondary or bulk location

• Negative pending transfer quantities indicate that inventory in the location is in the process of being transferred from the location, but the transfer is not yet reflected in the on-hand quantity. Because this inventory has already been marked for transfer, it is subtracted from the on-hand quantity so that it will not be included in multiple transfers.

• Positive pending transfer quantities indicate that inventory is in the process of being transferred to the location, but the transfer is not yet reflected in the on-hand quantity. Because the inventory may or may not be in the location, it is not included in the on-hand quantity.

• The Include Print Quantity in Available Calculations (A65) system control value determines whether the quantity on printed pick slips is included in the calculation so that the location will also be replenished for the items being shipped. This system control value should be selected to use Let Down Replenishment (C36).

All eligible locations are evaluated in earliest placement date/item location creation sequence until the required quantity to replenish is reached, or until all locations have been evaluated.

What if the quantity available to move does not cover the pick slip quantity? If the quantity that is available to move to the primary location does not cover the pick slip quantity, the system will not perform Let Down Replenishment and instead, print the item on the Item Stock Allocation Error Report.

5. Creates and confirms the Replenishment Control request.

As the system evaluates the primary locations to replenish and the quantities that will be moved from the bulk and/or secondary locations to replenish them, a record for each pending transfer transaction is added to the Replenishment Control request. When the request is generated:

• The Pending field in the Item Location table for the primary location is increased by the total quantity to transfer.

• The Pending field in the Item Location table for each bulk and secondary location that will be used to replenish the location is decreased by the quantity to transfer from that location.

6. Looks at the Let Down Replenishment (C36) system control value to determine how to proceed.

• If the Let Down Replenishment (C36) system control value is set to REPORT, the system generates the pick slips and the Replenishment Detail by From Location Report but does not process the replenishment.

• If the Let Down Replenishment (C36) system control value is set to RPT/EXEC, the system continues to the next step.

7. Submits the RPLN_UPD job.

The RPLN_UPD job:

• Increases the on-hand quantity in the primary location by the transaction amount.

• Decreases the pending transfer quantity in the primary location by the transaction amount.

• Decreases the on-hand quantity in the location from which the inventory was transferred by the transaction amount.

• Decreases the pending transfer quantity in the location from which the inventory was transferred by the transfer amount.

• Updates the Inventory Transaction History table with the transaction activity.

• Deletes the processed replenishment control request from the system.

8. Generates the pick slips.

The system also generates the Replenishment Detail Report by Item. You can use this report as a worksheet to move the recommended replenishment quantity to the primary location before you confirm the pick slip.

Let Down Replenishment Example

In this example:

• The Let Down Replenishment (C36) system control value is set to RPT/EXEC or REPORT.

• The Replenish from Location Type (A66) system control value is set to SEC/BULK.

• The Include Print Quantity in Available Calculations (A65) system control value is selected.

The following item locations exist for item A123 in warehouse 5.

Location

Type

Max

Min

On Hand

Printed

Pending

Date

B1

Bulk

120

12

120

0

-108

4/06

B2

Bulk

120

12

24

0

0

4/05

S1

Secondary

60

12

60

0

0

4/04

S2

Secondary

60

12

60

0

0

4/03

M1

Primary

60

12

6

2

2

4/02

A customer places an order for item A123 for a quantity of 50.

When you generate a pick slip for the order, the system allocates the quantity of 50 against location M1 (the item’s primary location) and does the following steps:

1. Calculates the Adjusted on hand quantity for the primary item location:

On hand quantity + Positive pending quantity - Negative pending quantity - Printed quantity = Adjusted on hand quantity

Location

On Hand Qty

Pending Qty

Printed Qty

Adjusted On Hand Qty

M1

6

2

2

6

2. Calculates the Replenishment quantity for the primary item location:

Pick slip quantity - Adjusted on hand quantity = Replenishment quantity

Location

Pick Slip Qty

Adjusted On Hand Qty

Replenishment Qty

M1

50

6

44

3. Calculates the available quantity to move from bulk and secondary locations:

On hand quantity - Printed quantity - Negative pending transfer quantity = Quantity available to move

Location

On Hand Qty

Printed Qty

Pending Qty

Qty Available to Move

B1

120

0

-108

12

B2

24

0

0

24

S1

60

0

0

60

S2

60

0

0

60

Total quantity eligible to replenish primary locations:

156

4. Decides the sequence in which to take stock from the eligible locations. The system first looks at bulk locations in Earliest placement date/Item location creation sequence. If the bulk locations cannot fulfill the replenishment quantity, the system then looks at secondary locations in Earliest placement date/Item location creation sequence. In this example, the sequence is:

• B2: Bulk location, Placement date 4/05

• B1: Bulk location, Placement date 4/06

• S2: Secondary location, Placement date 4/03

• S1: Secondary location, Placement date 4/04

5. Creates the Replenish Control record, indicating the recommended replenishment quantity to move from bulk and secondary locations to the primary location.

From Location

To Location

Qty to Move

B1

M1

12

B2

M1

24

S2

M1

8

6. Updates the Pending quantity for the item locations, based on the recommended replenishment quantities. Also updates the Printed quantity for the primary location:

Location

Type

Max

Min

On Hand

Printed

Pending

B1

Bulk

120

12

120

0

-120

B2

Bulk

120

12

24

0

-24

S1

Secondary

60

12

60

0

0

S2

Secondary

60

12

60

0

-8

M1

Primary

60

12

6

52

46

7. If the Let Down Replenishment (C36) system control value is set to RPT/EXEC, the system processes the Let Down Replenishment and updates the On hand quantity and Pending quantity for the item locations:

Location

Type

Max

Min

On Hand

Printed

Pending

B1

Bulk

120

12

108

0

-108

S1

Secondary

60

12

60

0

0

S2

Secondary

60

12

52

0

0

M1

Primary

60

12

50

52

2

Note: If the Let Down Replenishment (C36) system control value is set to REPORT, the system generates the pick slips and the Replenishment Detail by From Location Report but does not process the replenishment.

8. When you confirm the pick slip, the system updates the On hand quantity and Printed quantity for the primary location:

Location

Type

Max

Min

On Hand

Printed

Pending

B1

Bulk

120

12

108

0

-108

S1

Secondary

60

12

60

0

0

S2

Secondary

60

12

52

0

0

M1

Primary

60

12

0

2

2

Sorted Pick Sort GH Table

After Pick Slip Allocation Processing and Let Down Replenishment, the system sorts records in the Pick Sort GH table in the following order in order to:

• Sort pick slips into separate PDF documents correctly. See Sorting Pick Slips into Separate PDF Documents and Pick Slip Sort within a Pick Slip PDF Document.

• Sort pick slips into cart batches correctly and assign a cart bin number to each pick slip in the cart batch correctly. See Sorting Pick Slips into Separate Cart Batches and Pick Slip Sort Within a Cart Batch.

Note: Streamlined pick slip generation does not use the Pick Sort GH table if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Sorted Pick Sort GH table:

1. Company

2. Printed

3. Warehouse

4. Billing Batch #

5. Ship Via Priority in descending order

6. Special handling status in descending order

7. Gift Pick in descending order

8. Foreign Country in descending order

9. Single Line in descending order

10. Zone 1

11. Zone 2

12. Zone 3

13. Zone 4

14. Zone 5

15. Zone 6

16. Picking Sequence Array

17. Location

18. Item

19. SKU

Note: The system sorts records in the Pick Sort GH table in this order regardless of the setting of the Use Cart/Bin Picking? (B38) system control value.

Sorting Pick Slips into Separate PDF Documents

The system generates each pick slip form as a PDF (portable document format) file, typically opened through the Adobe Reader or within a separate browser window. Each PDF file has one or more individual pick slip forms, based on the Reasons to Sort Pick Slips into Separate PDF Documents.

Working with the pick slip form: Once the system finishes processing one pick slip PDF document, you can open and print the pick slips in the document using the Forms Management Screen; you do not have to wait until all of the PDF documents for the pick slip generation run have generated.

Pick slip form naming convention: The system uses the print program, the user ID of the person who generated pick slips, the job date and time stamp, and the document sort number as the name of the pick slip PDF document. For example, a file named PICKG.KBOTTGER.20090804.103001456_002.PDF indicates this is a pick slip PDF document generated by user KBOTTGER on August 4, 2009 and the document is the second document for a specific pick sort, such as pick slips for warehouse 1 and ship via priority 5. See Form Naming Conventions for more information.

Pick sort program name: The setting of the Pick Sort Program Name (C65) system control value defines how the system sorts pick slips into separate PDF documents. The base pick sort program FLR2017 is described under Reasons to Sort Pick Slips into Separate PDF Documents. The sorting order of your pick slips may vary depending on the pick sort program name you define in this system control value.

Note: Streamlined pick slip generation does not generate printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Reasons to Sort Pick Slips into Separate PDF Documents

The system creates a new pick slip PDF document for the following reasons. The system uses the Sorted Pick Sort GH Table to decide how to sort the pick slips into separate pick slip PDF documents.

Once the system decides how many pick slip PDF documents to generate, the system decides how to sort the pick slips within the PDF document; see Pick Slip Sort within a Pick Slip PDF Document.

Reason to Sort a Pick Slip into a Separate PDF Document

Description

Warehouse

The system creates a separate pick slip PDF document for each warehouse.

Example: The system creates a separate pick slip for:

• pick slips for warehouse 1.

• pick slips for warehouse 2.

Special handling pick slip

If the Split Special Handling Picks (L44) system control value is selected, the system creates a separate pick slip PDF document for special handling items. Also, when pre-generated picks are created, the system creates a separate pre-generated pick for the items on the order that contain a special handling code to further ensure that items that require special handling are not included on the same pick slip as items that do not require special handling.

Example: The system creates a separate pick slip for:

• picks that contain items that require special handling.

• picks that do not contain any items that require special handling.

Note: The Special Handling field on the Streamlined Pick Slip Generation Screen defines whether pick slip generation generates picks for items that require special handling:

Include = Generate pick slips, regardless of the special handling flag for an item.

Only = Perform pick slip generation only for picks that contain an item that requires special handling.

Exclude = Perform pick slip generation only for picks that do not contain an item that requires special handling.

Ship via priority

Within each warehouse, the system creates a separate pick slip PDF document for each ship via priority, in descending order.

Example: The system creates a separate pick slip PDF document for:

• warehouse 1, ship via priority 2

• warehouse 1, ship via priority 1

• warehouse 2, ship via priority 5

Note: If the system creates a separate pick slip PDF document for special handling items, the system does not create a separate pick slip PDF document based on ship via priority.

Example: The system creates a separate pick slip PDF document for:

• pick slips that contain special handling items, any ship via priority.

• pick slips that do not contain special handling items, warehouse 1, ship via priority 2.

• pick slips that do not contain special handling items, warehouse 1, ship via priority 1.

• pick slips that do not contain special handling items, warehouse 2, ship via priority 5.

Maximum Number of Pick Slips Per Spool File Setting

The PICKS_IN_SPOOL_FILE setting in Working with Admin Properties (CPRP) indicates the maximum number of pick slips in a single PDF document. If the number of pick slips in a PDF document reaches the number defined in the PICKS_IN_SPOOL_FILE setting, the system creates a new PDF document.

See Specify the Maximum Number of Pick Slips Per Spool File for more information.

Example: Sorting Pick Slips into Separate Pick Slip PDF Documents

The system generates the following pick slips. In this example:

• The Split Special Handling Picks (L44) system control value is unselected.

• The PICKS_IN_SPOOL_FILE setting in Working with Customer Properties (PROP) is set to 250.

Pick Slip Count

Warehouse

Ship Via Priority

50

1

1

75

2

1

300

1

5

225

2

5

25

2

9

510

1

9

Based on the Reasons to Sort Pick Slips into Separate PDF Documents, the system sorts the pick slips into 9 separate pick slip PDF documents:

50 pick slips for warehouse 1, ship via priority 1

250 pick slips for warehouse 1, ship via priority 5

50 pick slips for warehouse 1, ship via priority 5

250 pick slips for warehouse 1, ship via priority 9

250 pick slips for warehouse 1, ship via priority 9

10 pick slips for warehouse 1, ship via priority 9

75 pick slips for warehouse 2, ship via priority 1

225 pick slips for warehouse 2, ship via priority 5

25 pick slips for warehouse 2, ship via priority 9

Notice that the system creates multiple PDF documents for pick slips in warehouse 1, ship via priority 5 and for pick slips in warehouse 1, ship via priority 9, based on 250 in the PICKS_IN_SPOOL_FILE setting.

Voiding and reprinting pick slips:

• If you select the Reprint option for a pick slip, the system creates a separate pick slip PDF document based on warehouse, ship via priority, the Split Special Handling Picks (L44) system control value, and the PICKS_IN_SPOOL_FILE setting in Working with Customer Properties (PROP).

• If you select the Reprint All option, the system does not create a separate pick slip PDF document based on warehouse, ship via priority, or the Split Special Handling Picks (L44) system control value. The system will create a separate pick slip PDF document based only on the PICKS_IN_SPOOL_FILE setting in Working with Customer Properties (PROP).

See Reprinting and Voiding Pick Slips (WVRP or WSVP) for more information on voiding and reprinting pick slips.

Pick Slip Sort within a Pick Slip PDF Document

The system uses the Sorted Pick Sort GH Table to decide how to sort the pick slips within a pick slip PDF document.

The system prints pick slips that contain one pick detail line before printing pick slips that contain multiple detail lines. Also, the following system control values determine whether the system sorts gift orders and foreign orders before non-gift orders and domestic orders.

Sort picks by gift flag?

• If the Sort Pick Slips by Gift Flag (D53) system control value is selected, the system prints pick slips for gift orders before pick slips for non-gift orders. The system considers the order a gift order if the Gift flag on the Order Ship To record is Y.

• If the Sort Pick Slips by Gift Flag (D53) system control value is unselected, the system does not include the gift order setting in the pick slip sort.

Sort picks by shipping destination?

• If the Sort Picks by Foreign/Domestic Flag (D54) system control value is selected, the system prints pick slips for foreign shipping addresses before pick slips for domestic shipping addresses. The system considers the address a foreign address if the country on the shipping address does not match the Default Country for Customer Address (B17).

• If the Sort Picks by Foreign/Domestic Flag (D54) system control value is unselected, the system does not consider the shipping destination in the pick slip sort.

Note: Streamlined pick slip generation does not generate printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Non-inventory items: The system prints a non-inventory item ((the Non-inventory field for the item is selected and the Affect inventory field for the Pick Control Detail record is set to N) that is NOT identified as a virtual stored value card or membership item on a pick slip when it is eligible based on the pick slip generation criteria in any of the following situations:

• It is the only item on the order.

• The order includes inventory items that are printing on the same pick slip.

• The order includes inventory items that are printing on another pick slip in the same pick slip generation run.

• the order includes only other non-inventory items (no inventory items), but at least one of these items is a virtual stored value card or membership item.

• The order includes inventory items, but they have already been picked, cancelled, or closed in some other way.

If you specify a location for a non-inventory item, this location prints on the pick slip; but, the system does not include this location in the warehouse zones or picking sequence array used for the pick slip sort within a pick slip PDF document.

For more information: See:

Simplified Pick Slip Sort to review how the system sorts pick slips within a pick document when the Sort Pick Slips by Gift Flag (D53) and Sort Picks by Foreign/Domestic Flag (D54) system control values are unselected.

Gift Flag Pick Slip Sort to review how the system sorts pick slips within a pick document when the Sort Pick Slips by Gift Flag (D53) system control value is selected and the Sort Picks by Foreign/Domestic Flag (D54) system control value is unselected.

Shipping Destination Pick Slip Sort to review how the system sorts pick slips within a pick document when the Sort Pick Slips by Gift Flag (D53) system control value is unselected and the Sort Picks by Foreign/Domestic Flag (D54) system control value is selected.

Gift Flag and Shipping Destination Pick Slip Sort to review how the system sorts pick slips within a pick document when the Sort Pick Slips by Gift Flag (D53) and Sort Picks by Foreign/Domestic Flag (D54) system control values are selected.

Simplified Pick Slip Sort

If the Sort Pick Slips by Gift Flag (D53) and Sort Picks by Foreign/Domestic Flag (D54) system control values are unselected, the system sorts the pick slips within a pick document in the following order.

1. Single line pick slips.

2. Multi line pick slips.

If more than one pick slip meets a sort level, the system sorts the pick slips:

1. Alphabetically by the warehouse zones defined in the Zone 1, Zone 2, Zone 3, Zone 4, Zone 5 and Zone 6 fields in the Pick Sort GH table.

2. Alphabetically by picking sequence array. See Populating the Picking Sequence Array Field in the Pick Sort GH table for more information on how the system updates the Picking sequence array field in the Pick Control Header Extended table and Pick Sort GH table during pick slip allocation.

Single line only pick slip example: The system generates the following pick slips.

Pick Slip

Pick Line

Warehouse Zone

Picking Sequence Array

1

1

P

0000007

2

1

M

0000010

3

1

A

0000012

4

1

P

0000008

5

1

M

0000009

6

1

A

0000011

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Warehouse Zone

Picking Sequence Array

6

A

0000011

3

A

0000012

5

M

0000009

2

M

0000010

1

P

0000007

4

P

0000008

Multi line only pick slip example: The system generates the following pick slips.

Pick Slip

Pick Line

Warehouse Zones

Picking Sequence Array

1

1

2

A

00000110000012

2

1

2

A

M

00000100000012

3

1

2

A

M

00000090000012

4

1

2

A

M

00000100000011

5

1

2

M

A

00000090000011

6

1

2

M

00000090000010

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Warehouse Zones Alphabetically

Picking Sequence Array

1

A

00000110000012

5

AM

00000090000011

3

AM

00000090000012

4

AM

00000100000011

2

AM

00000100000012

6

M

00000090000010

Single and multi line pick slip example: The system generates the following pick slips.

Pick Slip

Pick Line

Warehouse Zones

Picking Sequence Array

1

1

2

A

00000110000012

2

1

2

A

M

00000100000012

3

1

A

0000012

4

1

2

A

M

00000100000011

5

1

M

0000009

6

1

2

M

M

00000090000010

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Single Line?

Warehouse Zones Alphabetically

Picking Sequence Array

3

Y

A

0000012

5

Y

M

0000009

1

N

A

00000110000012

4

N

AM

00000100000011

2

N

AM

00000100000012

6

N

M

00000090000010

Note: Streamlined pick slip generation does not generate printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Gift Flag Pick Slip Sort

If the Sort Pick Slips by Gift Flag (D53) system control value is selected and the Sort Picks by Foreign/Domestic Flag (D54) system control value is unselected, the system sorts the pick slips within a pick document in the following order.

1. Single line pick slips for gift orders.

2. Multi line pick slips for gift orders.

3. Single line pick slips for non-gift orders.

4. Multi line pick slips for non-gift orders.

If more than one pick slip meets a sort level, the system sorts the pick slips:

1. Alphabetically by the warehouse zones defined in the Zone 1, Zone 2, Zone 3, Zone 4, Zone 5 and Zone 6 fields in the Pick Sort GH table.

2. Alphabetically by picking sequence array. See Populating the Picking Sequence Array Field in the Pick Sort GH table for more information on how the system updates the Picking sequence array field in the Pick Control Header Extended table and Pick Sort GH table during pick slip allocation.

Single line gift flag example: The system generates the following pick slips.

Pick Slip

Gift?

Pick Line

Warehouse Zone

Picking Sequence Array

1

Y

1

P

0000007

2

N

1

M

0000010

3

Y

1

A

0000012

4

Y

1

P

0000008

5

N

1

M

0000009

6

N

1

A

0000011

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Gift?

Warehouse Zone

Picking Sequence Array

3

Y

A

0000012

1

Y

P

0000007

4

Y

P

0000008

6

N

A

0000011

5

N

M

0000009

2

N

M

0000010

Multi line gift flag example: The system generates the following pick slips.

Pick Slip

Gift?

Pick Line

Warehouse Zones

Picking Sequence Array

1

N

1

2

A

00000110000012

2

N

1

2

A

M

00000100000012

3

N

1

2

A

M

00000090000012

4

Y

1

2

A

M

00000100000011

5

N

1

2

M

A

00000090000011

6

Y

1

2

M

00000090000010

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Gift?

Warehouse Zones Alphabetically

Picking Sequence Array

4

Y

AM

00000100000011

6

Y

M

00000090000010

1

N

A

00000110000012

5

N

AM

00000090000011

3

N

AM

00000090000012

2

N

AM

00000100000012

Single and multi line gift flag example: The system generates the following pick slips.

Pick Slip

Gift?

Pick Line

Warehouse Zones

Picking Sequence Array

1

N

1

2

A

00000110000012

2

N

1

2

A

M

00000100000012

3

N

1

A

0000012

4

N

1

2

A

M

00000100000011

5

Y

1

M

0000009

6

Y

1

2

M

M

00000090000010

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Gift?

Single Line?

Warehouse Zones Alphabetically

Picking Sequence Array

5

Y

Y

M

0000009

6

Y

N

M

00000090000010

3

N

Y

A

0000012

1

N

N

A

00000110000012

4

N

N

AM

00000100000011

2

N

N

AM

00000100000012

Note: Streamlined pick slip generation does not generate printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Shipping Destination Pick Slip Sort

If the Sort Pick Slips by Gift Flag (D53) system control value is unselected and the Sort Picks by Foreign/Domestic Flag (D54) system control value is selected, the system sorts the pick slips within a pick document in the following order.

1. Single line pick slips with a foreign shipping address.

2. Multi line pick slips with a foreign shipping address.

3. Single line pick slips with a domestic shipping address.

4. Multi line pick slips with a domestic shipping address.

If more than one pick slip meets a sort level, the system sorts the pick slips:

1. Alphabetically by the warehouse zones defined in the Zone 1, Zone 2, Zone 3, Zone 4, Zone 5 and Zone 6 fields in the Pick Sort GH table.

2. Alphabetically by picking sequence array. See Populating the Picking Sequence Array Field in the Pick Sort GH table for more information on how the system updates the Picking sequence array field in the Pick Control Header Extended table and Pick Sort GH table during pick slip allocation.

Single line foreign ship example: The system generates the following pick slips.

Pick Slip

Foreign?

Pick Line

Warehouse Zone

Picking Sequence Array

1

Y

1

P

0000007

2

N

1

M

0000010

3

Y

1

A

0000012

4

Y

1

P

0000008

5

N

1

M

0000009

6

N

1

A

0000011

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Foreign?

Warehouse Zone

Picking Sequence Array

3

Y

A

0000012

1

Y

P

0000007

4

Y

P

0000008

6

N

A

0000011

5

N

M

0000009

2

N

M

0000010

Multi line foreign ship example: The system generates the following pick slips.

Pick Slip

Foreign?

Pick Line

Warehouse Zones

Picking Sequence Array

1

N

1

2

A

00000110000012

2

N

1

2

A

M

00000100000012

3

N

1

2

A

M

00000090000012

4

Y

1

2

A

M

00000100000011

5

N

1

2

M

A

00000090000011

6

Y

1

2

M

00000090000010

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Foreign?

Warehouse Zones Alphabetically

Picking Sequence Array

4

Y

AM

00000100000011

6

Y

M

00000090000010

1

N

A

00000110000012

5

N

AM

00000090000011

3

N

AM

00000090000012

2

N

AM

00000100000012

Single and multi line foreign ship example: The system generates the following pick slips.

Pick Slip

Foreign?

Pick Line

Warehouse Zones

Picking Sequence Array

1

N

1

2

A

00000110000012

2

N

1

2

A

M

00000100000012

3

N

1

A

0000012

4

N

1

2

A

M

00000100000011

5

Y

1

M

0000009

6

Y

1

2

M

M

00000090000010

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Single Line?

Foreign?

Warehouse Zones Alphabetically

Picking Sequence Array

5

Y

Y

M

0000009

6

N

Y

M

00000090000010

3

Y

N

A

0000012

1

N

N

A

00000110000012

4

N

N

AM

00000100000011

2

N

N

AM

00000100000012

Note: Streamlined pick slip generation does not generate printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Gift Flag and Shipping Destination Pick Slip Sort

If the Sort Pick Slips by Gift Flag (D53) and Sort Picks by Foreign/Domestic Flag (D54) system control values are selected, the system sorts the pick slips within a pick document in the following order.

1. Single line pick slips for gift orders with a foreign shipping address.

2. Multi line pick slips for gift orders with a foreign shipping address.

3. Single line pick slips for gift orders with a domestic shipping address.

4. Multi line pick slips for gift orders with a domestic shipping address.

5. Single line pick slips for non-gift orders with a foreign shipping address.

6. Multi line pick slips for non-gift orders with a foreign shipping address.

7. Single line pick slips for non-gift orders with a domestic shipping address.

8. Multi line pick slips for non-gift orders with a domestic shipping address.

If more than one pick slip meets a sort level, the system sorts the pick slips:

1. Alphabetically by the warehouse zones defined in the Zone 1, Zone 2, Zone 3, Zone 4, Zone 5 and Zone 6 fields in the Pick Sort GH table.

2. Alphabetically by picking sequence array. See Populating the Picking Sequence Array Field in the Pick Sort GH table for more information on how the system updates the Picking sequence array field in the Pick Control Header Extended table and Pick Sort GH table during pick slip allocation.

Single line gift flag and foreign ship example: The system generates the following pick slips.

Pick Slip

Gift?

Foreign?

Pick Line

Warehouse Zone

Pick Seq Array

1

Y

N

1

P

0000007

2

N

Y

1

M

0000010

3

Y

N

1

A

0000012

4

Y

N

1

P

0000008

5

N

N

1

M

0000009

6

N

N

1

A

0000011

7

N

Y

1

P

0000008

8

Y

Y

1

P

0000008

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Gift?

Foreign?

Warehouse Zone

Picking Sequence Array

8

Y

Y

P

0000008

3

Y

N

A

0000012

1

Y

N

P

0000007

4

Y

N

P

0000008

2

N

Y

M

0000010

7

N

Y

P

0000008

6

N

N

A

0000011

5

N

N

M

0000009

Multi line gift flag and foreign ship example: The system generates the following pick slips.

Pick Slip

Gift?

Foreign?

Pick Line

Warehouse Zones

Pick Seq Array

1

N

N

1

2

A

00000110000012

2

N

Y

1

2

A

M

00000100000012

3

N

N

1

2

A

M

00000090000012

4

Y

N

1

2

A

M

00000100000011

5

N

N

1

2

M

A

00000090000011

6

Y

N

1

2

M

00000090000010

7

N

Y

1

2

A

M

00000090000012

8

Y

Y

1

2

A

M

00000100000012

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Gift?

Foreign?

Warehouse Zones Alphabetically

Picking Sequence Array

8

Y

Y

AM

00000100000012

4

Y

N

AM

00000100000011

6

Y

N

M

00000090000010

7

N

Y

AM

00000090000012

2

N

Y

AM

00000100000012

1

N

N

A

00000110000012

5

N

N

AM

00000090000011

3

N

N

AM

00000090000012

Single and multi line gift flag and foreign ship example: The system generates the following pick slips.

Pick Slip

Gift?

Foreign?

Pick Line

Warehouse Zones

Pick Seq Array

1

N

N

1

2

A

00000110000012

2

N

Y

1

2

A

M

00000100000012

3

N

N

1

A

0000012

4

N

N

1

2

A

M

00000100000011

5

Y

N

1

M

0000009

6

Y

Y

1

2

M

M

00000090000010

In this example, the system sorts the pick slips in the pick document in the following order:

Pick Slip

Single?

Gift?

Foreign?

Warehouse Zones Alphabetically

Picking Sequence Array

6

N

Y

Y

M

00000090000010

5

Y

Y

N

M

0000009

2

N

N

Y

AM

00000100000012

3

Y

N

N

A

0000012

1

N

N

N

A

00000110000012

4

N

N

N

AM

00000100000011

Note: Streamlined pick slip generation does not generate printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Using Cart/Bin Picking

Overview: Cart/bin picking generates a batch pick slip list for one picker to handle in a single pick slip run.

Cart/bin picking:

• Groups items together for picking by determining the total number of items that can fit on a single picking cart.

• Generates a Cart/Bin Batch Picking Pullsheet for each cart, and a Cart Batch Recap for the pick slip run.

• Sorts and groups pick slips by cart batch number. See Sorting Pick Slips into Separate Cart Batches.

Note: Streamlined pick slip generation does not generate cart/bin batches if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Cart/Bin Picking Setup

In order to use cart/bin picking, you must complete the following information.

Cube factor of item: Enter a Cube factor for the item on the Create Item Screen. You can also enter a Cube factor for the SKU on the Create SKU 2 of 2 (With Overrides) Screen. The cube factor for the SKU overrides the cube factor for the item. The system uses this value to determine the cube size of the pick slip. See Determining the Weight and Cube of the Pick Slip.

System control values: Complete the system control values that display on the Edit Cart/Bin Values Screen (B38).

System Control Value

Description

Use Cart/Bin Picking? (B38)

Must be selected in order to use cart/bin picking.

Sort Picks by Pick Sequence (E89)

If selected, the system includes the Picking sequence array field in the Pick Sort GH table when sorting pick slips in a batch. See Pick Slip Sort Within a Cart Batch.

Cube of Bin (B44)

Enter the cubic volume of the smallest bin within a cart.

Cube of Cart (B42)

Enter the total cubic volume of the cart.

The system adds pick slips to a cart batch until adding another pick slip will cause the cube total for the cart batch to go over the Cube of Cart (B42).

Minimum Number of Picks in a Cart (B47)

Enter the minimum number of picks that can fit in a cart.

Example:

• If you define the minimum number of picks as 20, each batch must contain at least 20 pick slips.

• If the next batch to be created has only 15 picks, the 15 pick slips are added to the batch, rather than creating a new batch of 15 pick slips, because it is less than the required minimum of 20.

• If the number of picks to be batched is less than the quantity you entered, the picks are added to the current batch instead of creating a new batch that would be less than the minimum size.

Maximum Number of Single Line Picks (B39)

Enter the maximum number of single line pick slips to include in a single batch.

Example: If you enter 12, and the number of single line pick slips generated in a pick run is 15, the system creates 2 cart batches. The first cart batch has 12 single line pick slips and the second cart batch has the remaining 3 single line pick slips.

Maximum Number of Multi Line Picks (B40)

Enter the maximum number of multi-line pick slips to include in each batch.

Example: If you enter 12, and the number of multi line pick slips generated in a pick run is 15, the system creates 2 cart batches. The first cart batch has 12 multi line pick slips and the second cart batch has the remaining 3 multi line pick slips.

Maximum Number of Zones (B41)

Enter the maximum number of zones (up to six) allowed on a multi-line pick slip before generating another batch.

Note: All cubing dimensions for evaluating cubic value of items, carts, and batches should be rendered in the same unit of measure throughout the system, whether you use inches, feet, or a point rating.

Examples of Cart/Bin Picking with Cubing and without Cubing

Example 1: Cart bin picking with cubing

Criteria:

• Total cube for batch = 31,000

• Total number of orders in batch = 10

• Minimum bin size = 3,000

• Total number of multi-line picks = 5

• Break single line picks by zone = Selected

Explanation:

Using the criteria, the system performs cubing and separates the single line picks from the multi-line picks. Within this grouping, the picks are further grouped by zone or by pick sequence number depending on the value entered in the Sort Picks by Pick Sequence (E89) system control value. In compiling each batch, the program accumulates the total cubic measurement for each line. When it has reached a total cube of 31,000 or ten single line picks, it creates a batch. The program continues to do this until all single line picks are written to the Pick Slip Print table. The program then does the same with the multi-line picks (using 5 picks or 31,000 cube for total batch limits) until all picks are exhausted.

Example 2: Cart bin picking without cubing

Criteria:

• Total cube for batch = 30,000

• Total number of orders in batch = 10

• Minimum, bin size = 3,000

Explanation:

Using the criteria, the system sorts the orders by warehouse zone or by pick sequence number depending on the value entered in the Sort Picks by Pick Sequence (E89) system control value. In compiling the orders for a single batch, the system accumulates the total cube for the orders. The accumulated cube and the number of orders is evaluated against the system control values. Once the program reaches either an accumulated cube of 30,000 or ten orders, it creates a batch. The number of bins to be used on the cart would be determined by dividing the minimum bin size of 3,000 into the total cube for the order. The system may only assign five orders to a batch based on the cube; only 5 bins would be needed.

Sorting Pick Slips into Separate Cart Batches

The system uses the Sorted Pick Sort GH Table to determine how to sort the pick slips into separate cart batches. The system creates a new cart batch for the following reasons.

1.

The Warehouse in the Pick Sort GH table changes.

2.

Within warehouse, the Ship Via Priority in the Pick Sort GH table changes. The system sorts the pick slips in descending ship via priority order. For example, the system creates a cart batch for ship via priority 5 before creating a cart batch for ship via priority 1.

3.

The Generation type in the Pick Control Header table changes.

4.

The Gift Pick in the Pick Sort GH table changes from Y to N or blank. Y displays in this field if the Gift flag on the Order Ship To record is Y.

5.

The Foreign Country in the Pick Sort GH table changes from Y to N or blank. Y displays in this field if the country on the shipping address does not match the Default Country for Customer Address (B17).

6.

The Single Line in the Pick Sort GH table changes from Y to N or blank. Y displays in this field if the pick slip has 1 pick slip line.

7.

The total cubic volume of the cart (defined in the Cube of Cart (B42) system control value) is reached.

The system uses the following calculations to determine the total cubic volume of a cart.

# of bins used calculation: The system calculates the number of bins used for a pick slip as follows:

(Cube of pick slip from Pick Sort GH table / Cube of Bin (B44) value) + .99 = Number of Bins Used

Note: If the # of bins used calculation results in a value that is less than or equal to 0, the system updates the # of bins used for a pick slip to 1.

Cube total for pick slip calculation: The system calculates the cube total for a pick slip as follows:

Summation of (Number of Bins Used * Cube of Bin (B44)) value) = Cube Total for Pick Slip

The system adds pick slips to a cart batch until adding another pick slip will cause the cube total for the cart batch to go over the Cube of Cart (B42) value. At that point, the system creates a new cart batch.

See Cart Batch Example: Total Cubic Volume of Cart Reached for an example.

8.

The number of single line pick slips reaches the Maximum Number of Single Line Picks (B39) allowed. See Cart Batch Example: Maximum Pick Slips in a Batch Reached for an example.

9.

The number of multi line pick slips reaches the Maximum Number of Multi Line Picks (B40) allowed. See Cart Batch Example: Maximum Pick Slips in a Batch Reached for an example.

10.

The Special handling sts in the Pick Sort GH table changes from Y to N or blank. Y displays in this field if the pick slip has a line that requires special handling.

11.

For multi line pick slips, the zone combination defined in the Zone 1, Zone 2, Zone 3, Zone 4, Zone 5 and Zone 6 fields in the Pick Sort GH table changes.

Maximum number of zones for multi line pick slips: If the number of zones defined for a pick slip is greater than the Maximum Number of Zones (B41), the system updates the Zone fields in the Pick Sort GH table with asterisks (*) instead of the zone code. In this situation, the system sorts these pick slips to the top of the list and places these pick slips in the same cart batch.

See Cart Batch Example: Maximum Number of Zones Reached for an example.

12.

For single line pick slips, if the Break Single Line Picks by Zone (E33) system control value is selected, the zone defined in the Zone 1 field in the Pick Sort GH table changes. For example, the system sorts pick slips for zone A into one cart batch and sorts pick slips for zone B into a separate cart batch.

When the system creates a new cart batch, the system:

• Uses the Cart Batch # number assignment wheel to assign the next cart batch number. Note: The End # for this number assignment wheel should be 3 so that the system restarts the cart batch # at 1 once a cart batch # of 999 has been reached.

• Restarts the bin # at 1. You can have up to 999 bins in a cart batch.

Once the system determines how many cart batches to generate, the system determines how to sort the pick slips within the cart batch; see Pick Slip Sort Within a Cart Batch.

Sorting Pick Slips into Cart Batches When Not Using Cart/Bin Picking

If the Use Cart/Bin Picking? (B38) system control value is unselected, the system:

1. Creates a cart batch # of 1.

2. Assigns a bin # of 1 to the first pick slip in the Sorted Pick Sort GH Table.

3. Continues adding pick slips to cart batch # 1 until the bin # reaches 999.

4. Once the bin # reaches 999, the system creates cart batch # 2 and repeats steps 2 and 3 until all of the pick slips in the pick generation run have been assigned a cart batch # and bin #.

Note: Streamlined pick slip generation does not generate cart/bin batches if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Cart Batch Example: Sorting Pick Slips into Separate Batches

You generate the following pick slips for a pick generation run. In this example, each pick slip in the run has the same warehouse, generation type, and special handling status. Also:

• The total cubic volume for a cart (defined in the Cube of Cart (B42) system control value) has not been reached. See Cart Batch Example: Total Cubic Volume of Cart Reached for an example.

• The item(s) for each pick slip is located in zone A. See Cart Batch Example: Maximum Number of Zones Reached for an example.

• The Maximum Number of Single Line Picks (B39) and Maximum Number of Multi Line Picks (B40) has not been reached. See Cart Batch Example: Maximum Pick Slips in a Batch Reached for an example.

Pick Slip

Whs

Ship Via Priority

Gift Pick

Foreign Country

Single Line

1

1

5

N

N

N

2

1

1

Y

Y

Y

3

1

5

N

N

Y

4

1

5

N

Y

Y

5

1

1

N

N

N

6

1

1

Y

Y

Y

7

1

5

N

Y

Y

8

1

5

Y

Y

Y

In this example, the system sorts the pick slips into the following cart batches:

Cart Batch

Pick Slip

Whs

Ship Via Priority

Gift Pick

Foreign Country

Single Line

1

8

1

5

Y

Y

Y

2

4

7

1

5

N

Y

Y

3

3

1

5

N

N

Y

4

1

1

5

N

N

N

5

2

6

1

1

Y

Y

Y

6

5

1

1

N

N

N

Note: Streamlined pick slip generation does not generate cart/bin batches if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Cart Batch Example: Total Cubic Volume of Cart Reached

You generate the following pick slips for a pick generation run. In this example, each pick slip in the run has the same warehouse, ship via priority, generation type, gift pick setting, foreign setting, and special handling status. Also:

• The items for each pick slip are located in zone A. See Cart Batch Example: Maximum Number of Zones Reached for an example.

• Each pick slip has multiple lines and the Maximum Number of Multi Line Picks (B40) has not been reached. See Cart Batch Example: Maximum Pick Slips in a Batch Reached for an example.

• The Cube of Bin (B44) is 2.

• The Cube of Cart (B42) is 16

The Sorted Pick Sort GH Table sorts the pick slips into the following order:

Pick Slip

Cube of Pick Slip

1481

9

1483

5

1476

4

1478

7

1479

6

1482

11

1480

16

The system calculates the number of bins used for each pick slip.

(Cube of pick slip from Pick Sort GH table / Cube of Bin (B44) value) + .99 = Number of Bins Used

Pick Slip

Calculation

# of Bins Used

1481

(9 / 2) + .99 = 5.49

5

1483

(5 / 2) + .99 = 3.49

3

1476

(4 / 2) + .99 = 2.99

2

1478

(7 / 2) + .99 = 4.49

4

1479

(6 / 2) + .99 = 3.99

3

1482

(11 / 2) + .99 = 6.49

6

1480

(16 / 2) + .99 = 8.99

8

The system calculates the cube total for each pick slip.

Summation of (Number of Bins Used * Cube of Bin (B44) value) = Cube Total for a Cart Batch

Pick Slip

# Bins Used

Calculation

Cube Total for Pick Slip

1481

5

5 x 2 = 10

10

1483

3

3 x 2 = 6

6

1476

2

2 x 2 = 4

4

1478

4

4 x 2 = 8

8

1479

3

3 x 2 = 6

6

1482

6

6 x 6 = 12

12

1480

8

8 x 8 = 16

16

The system adds pick slips to a cart batch until adding another pick slip will cause the cube total for the cart batch to go over the value in the Cube of Cart (B42) system control value. In this example, because the Cube of Cart (B42) is 16, the system sorts the pick slips into the following cart batches:

Cart Batch

Pick Slips

Batch Cube Total

Cube Total for Cart Batch

1

1481

1483

10

6

16

2

1476

1478

4

8

12

3

1479

6

6

4

1482

12

12

5

1480

16

16

Note: Streamlined pick slip generation does not generate cart/bin batches if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Cart Batch Example: Maximum Pick Slips in a Batch Reached

You generate the following pick slips for a pick generation run. In this example, each pick slip in the run has the same warehouse, ship via priority, generation type, gift pick setting, foreign setting, and special handling status. Also:

• The total cubic volume for a cart (defined in the Cube of Cart (B42) system control value) has not been reached. See Cart Batch Example: Total Cubic Volume of Cart Reached for an example.

• The item(s) for each pick slip is located in zone A. See Cart Batch Example: Maximum Number of Zones Reached for an example.

• The Maximum Number of Single Line Picks (B39) is 4.

• The Maximum Number of Multi Line Picks (B40) is 2.

Pick Slip

Single Line?

1

Y

2

Y

3

N

4

Y

5

N

6

Y

7

Y

8

N

In this example, the system sorts the pick slips into the following cart batches:

Cart Batch

Pick Slip

Single Line?

1

1

2

4

6

Y

2

7

Y

3

3

5

N

4

8

N

Note: Streamlined pick slip generation does not generate cart/bin batches if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Cart Batch Example: Maximum Number of Zones Reached

You generate the following pick slips for a pick generation run. In this example, each pick slip in the run has multiple lines, the same warehouse, ship via priority, generation type, gift pick setting, foreign setting, and special handling status. Also:

• The total cubic volume for a cart (defined in the Cube of Cart (B42) system control value) has not been reached. See Cart Batch Example: Total Cubic Volume of Cart Reached for an example.

• Each pick slip has multiple lines and the Maximum Number of Multi Line Picks (B40) has not been reached. See Cart Batch Example: Maximum Number of Zones Reached for an example.

• The Maximum Number of Zones (B41) system control value is 3.

Pick Slip

Zone 1

Zone 2

Zone 3

Zone 4

Zone 5

Zone 6

1

A

M

 

 

 

 

2

A

C

M

 

 

 

3

A

C

D

M

S

 

4

A

M

 

 

 

 

5

C

D

M

 

 

 

6

A

M

 

 

 

 

7

C

M

 

 

 

 

8

C

D

M

 

 

 

9

C

D

M

S

 

 

10

A

C

M

S

 

 

In this example, the system sorts pick slips into the following cart batches:

Cart Batch

Pick Slip

Zone 1

Zone 2

Zone 3

Zone 4

Zone 5

Zone 6

1

3

9

10

*

*

*

*

*

*

Note: Because pick slips 3, 9 and 10 contain more zones than the Maximum Number of Zones (B41) allowed, the system updates the Zone fields in the Pick Sort GH table with asterisks (*). The system sorts pick slips with asterisks in the Zone fields to the top of the list and places them in the same cart batch number.

2

2

A

C

M

 

 

 

3

1

4

6

A

M

 

 

 

 

4

5

8

C

D

M

 

 

 

6

7

C

M

 

 

 

 

Note: Streamlined pick slip generation does not generate cart/bin batches if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Pick Slip Sort Within a Cart Batch

The system sorts the pick slips within a cart batch in the following order.

1. Alphabetically by the warehouse zones defined in the Zone 1, Zone 2, Zone 3, Zone 4, Zone 5 and Zone 6 fields in the Pick Sort GH table.

2. Alphabetically by picking sequence array. See Populating the Picking Sequence Array Field in the Pick Sort GH table for more information on how the system updates the Picking sequence array field in the Pick Control Header Extended table and Pick Sort GH table during pick slip allocation.

Single line only cart batch example: The system sorts the following pick slips into a single cart batch.

Pick Slip

Pick Line

Warehouse Zone

Picking Sequence Array

1

1

P

0000007

2

1

M

0000010

3

1

A

0000012

4

1

P

0000008

5

1

M

0000009

6

1

A

0000011

In this example, the system sorts the pick slips in the cart batch in the following order:

Pick Slip

Warehouse Zone

Picking Sequence Array

6

A

0000011

3

A

0000012

5

M

0000009

2

M

0000010

1

P

0000007

4

P

0000008

Multi line only cart batch example: The system sorts the following pick slips into a single cart batch.

Pick Slip

Pick Line

Warehouse Zones

Picking Sequence Array

1

1

2

A

00000110000012

2

1

2

A

M

00000100000012

3

1

2

A

M

00000090000012

4

1

2

A

M

00000100000011

5

1

2

M

A

00000090000011

6

1

2

M

00000090000010

In this example, the system sorts the pick slips in the cart batch in the following order:

Pick Slip

Warehouse Zones

Picking Sequence Array

1

A

00000110000012

5

AM

00000090000011

3

AM

00000090000012

4

AM

00000100000011

2

AM

00000100000012

6

M

00000090000010

Note: Streamlined pick slip generation does not generate cart/bin batches if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Generating and Printing Pick Slips

How to generate pick slips: You can accept the criteria that were entered by selecting Generate Picks for a pick slip generation template and selecting OK at the Work with Streamlined Pick Slip Generation Screen. The system submits a batch job (PICK_GEN) to generate the pick slips. By default, this job is submitted to the PICKGEN job queue at the Job Management Screen rather than the QBATCH job queue.

Updates: Once the pick slips have generated, the system:

• Updates the Printed field in the Pick Sort GH table to Y.

• Updates the Pick status field in the Pick Control Header table to M (Manifesting).

• Unlocks the order by clearing the User field in the Order Header table.

Pick slip form: The system generates each pick slip form as a PDF (portable document format) file, typically opened through the Adobe Reader or within a separate browser window. Each PDF file has one or more individual pick slip forms, based on the Reasons to Sort Pick Slips into Separate PDF Documents.

Once the system finishes processing one pick slip PDF document, you can open and print the pick slips in the document using the Forms Management Screen; you do not have to wait until all of the PDF documents for the pick slip generation run have generated.

Note: Streamlined pick slip generation does not generate cart/bin batches or printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Order Transaction History message: When it generates a pick slip, the system writes an Order Transaction History message:

• If the Use Cart/Bin Picking? (B38) system control value is selected and you are not using streamlined pick slip generation with the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value selected, the message includes the pick control number, warehouse number, cart batch number, billing batch number, and bin number, for example: Pk 1236612 Whs 1 Ct/Bn 1234734/411/1 where 1236612 is the pick slip number, 1 is the warehouse number, 1234734 is the billing batch number, 411 is the cart batch number and 1 is the cart bin number.

• Otherwise, the message includes the pick control number, warehouse number, and billing batch number, for example: Pk 1236609 Whs 1 Batch # 1234731 where 1236609 is the pick slip number, 1 is the warehouse number, and 1234731 is the billing batch number.

You can review these messages at the Display Order History Screen.

Picks not included? If you run pick slip generation and the system does not include the picks you were expecting, you can use Pick Print Eligibility (WPPE) to determine the reason why the picks were not included.

Generate invoice number during pick slip generation? If the Generate Invoice Number at Pick Gen (H80) or Generate Invoice # at Pick Gen without Address Match (K81) system control value is selected, the system might assign a pending invoice number during pick slip generation and writes this number to the Pick Control Header table.

Include printed drop ship items as backordered on pick slip? The system prints drop ship items as backordered on the pick slip if a drop ship pick slip or purchase order has not yet been generated for the drop ship item.

Also, if the Add Printed Drop Ship Lines as Backordered on Pick (E93) system control value is selected, the system prints drop ship items as backordered on the pick slip after a drop ship pick slip or purchase order has been generated for the drop ship item.

Include soldout lines on pick slip? The system prints soldout order lines on the first pick slip generated for an order if the Soldout notifications field for the order type on the order is selected.

Set items on picking documents: When printing pick slip documents for set items:

Pick Slip: The system prints the set master item and set component items on the pick slip. If the component items are flagged as ship alone items, a separate pick slip prints for each item included in the set with the message **Other Items Shipped Separately**. However, the system will include the set master with one of the component items in order to avoid printing the set master on its own pick slip. The total for the set prints on one pick slip.

Cart/Bin Batch Picking Pullsheet: The system prints the set master item and set components on this report. The system includes the quantity of the set master item and the quantity of each component item in the Total Units field. For example, if the set item consists of 1 unit of component 1 and 2 units of component 2 and you order 2 sets, the system displays 8 in the Total Units field (2 set master items + 2 component 1 items + 4 component 2 items).

Batch Item Pull Label: The system prints a batch item pull label for the set master item and set component items.

Batch Pull Sheet Item Summary Report: The system prints the set master item and set component on this report. A location displays for the set component items, but not the set master item.

Pick Unit Report: The system includes the quantity of each component item in the Units/All Picks and Units/Multi Line Picks fields on this report.

Cart Batch Recap: The system includes the quantity of the set master item and the quantity of each component item in the Qty and Items fields on this report.

Prorate freight charges? If the Prorate Freight Charges (D39) system control value is unselected, the system charges all freight charges on an order with the first shipment; in this situation, all freight charges are added to the first pick slip generated for the order. If the Prorate Freight Charges (D39) system control value is selected, the system charges a proportional amount of freight for partial shipments on an order.

Available Pick Slip Generation Documents

Invalid data during pick slip generation: If an order in the pick slip generation run contains invalid data, such as an invalid source code, customer, or ship via code, the system does not generate a pick slip for the order. However, depending on the type of information that is invalid, the system may include the order on the following reports:

Batch Pull Sheet Item Summary Report

Cart Batch Recap

Pick Unit Report

Pick Slip Generation Document

When It Prints

Pick Slip

If a print program is defined in the Pick Printing Program (C37) system control value, the system generates pick slips; however, streamlined pick slip generation does not generate printable pick slips if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

See Generating and Printing Pick Slips for more information on how the system determines which pick slips to generate.

Picking Pullsheet

The system generates the Cart/Bin Batch Picking Pullsheet when you generate pick slips if you are Using Cart/Bin Picking (the Use Cart/Bin Picking? (B38) system control value is selected) and a print program has been defined in the Cart/Bin Batch Pull Sheet Printing Program (C39) system control value.

The system generates the Picking Pullsheet when you generate pick slips if you are NOT Using Cart/Bin Picking (the Use Cart/Bin Picking? (B38) system control value is unselected) and a print program has been defined in the Batch Pull Sheet Printing Program (C38) system control value.

Note: Streamlined pick slip generation does not generate this report if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Item Stock Allocation Error Report

The system generates this report when you generate pick slips if you have items on the orders which cannot be picked.

Batch Item Pull Label

The system prints a batch item pull label when you are Generating and Printing Pick Slips if a print program name has been defined in the Batch Item Pull Label Printing Program (F63) system control value.

Note: Streamlined pick slip generation does not generate this report if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Batch Pull Sheet Item Summary Report

The system generates this report when you generate pick slips if system control value Print Batch Pull Sheet Item Summary (C59) is selected.

Note: Streamlined pick slip generation does not generate this report if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Pick Unit Report

The system generates this report automatically when you generate pick slips. This report indicates the pick slip generation template used to generate the pick slips.

Note: Streamlined pick slip generation does not generate this report if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Gift Acknowledgement

The system generates gift acknowledgements during pick slip generation if the Automatic Generation of Gift Acknowledgement (B92) system control value is set to P.

Note: Streamlined pick slip generation does not generate gift acknowledgements if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Cart Batch Recap

The system produces this recap listing when you generate pick slips if you are Using Cart/Bin Picking.

Note: Streamlined pick slip generation does not generate this report if the Bypass Creation of Pick Forms during WSPS Pick Generation (K55) system control value is selected.

Credit Card Authorization Listing

The system generates this report if you perform authorization during pick slip generation. The system produces two versions of the report: one includes declines, and one includes authorized pick slips; see Authorizations During Pick Slip Generation for an overview.

Address Verification Response List

The system generates this report if you perform authorization during pick slip generation.

Pick/Authorization Listing

The system generates this report if you perform authorization during pick slip generation.

Unmatched Reserved/Remaining Qty Report

The system generates this report during Streamlined Pick Slip Generation (WSPS) if:

• The Qty remaining in the Reserved Order Line table is greater than the Qty reserved in the Order Detail table - the Qty printed in the Order Detail table, and

• The Qty printed in the Reserved Order Line table is greater than the Qty printed in the Order Detail table.

FU01_04 OROMS 17.0 2018 OTN