1Manage and Release Pick Waves

This chapter contains the following:

Create Pick Wave

Overview

You can create a pick wave based on demand selection, fulfillment, and processing criteria. You can track pick waves in the work area using the wave number and other details.

You can:

  • Specify a release rule, or alternatively enter demand selection, fulfillment, and processing criteria

  • Release the pick wave immediately

  • Add the pick wave to the release schedule

To create a pick wave, select Navigator > Inventory Management, and then click the Create Pick Wave task from the task panel.

A pick wave is a batch of shipment lines that are pick released together based on certain business-related criteria.

Examples of when you might want to use pick waves include:

  • Fulfilling a particular customer demand

  • Optimizing transportation

  • Fulfilling backorders to reduce delay in shipment

Fulfilling a Particular Customer Demand

If your organization has customers who have specific quality demands, then you can create a pick wave to perform extra quality checks or follow special procedures during shipping.

Optimizing Transportation

You can process a batch of shipment lines that are bound by common ship-to location, shipping method, and shipping priority in order to optimize transportation. If your organization has several customers in one location, then your organization can choose to collect all the shipment lines for those customers and ship them together through a common carrier. For example, if an organization has 10 customers in location B, then it can collect all shipment lines for location B and create a pick wave to ship them together using a common carrier, such as UPS truck service.

Fulfilling Backorders to Reduce Delay in Shipment

If your organization chooses to fulfill backorders by putting them on a faster shipping schedule, then you can create a pick wave for all the backordered lines and ship them using a faster shipping method, such as Air.

Release rules enable you to determine which order lines are considered for release and to select your processing criteria. Selecting a release rule is efficient when you frequently use the same criteria to group order lines for release.

Release rules provide the flexibility to:

  • Schedule pick waves using the Schedule Pick Wave process

  • Specify multiple release criteria in a single step

  • Select processing criteria

Scheduling Pick Waves Using the Schedule Pick Wave Process

Release rules enable you to schedule creation of pick waves to release shipment lines using the Scheduled Pick Wave page.

Specifying Multiple Release Criteria

When you select a release rule, the criteria defined in the rule gets selected. This criteria determines which order lines to consider and how to process them.

Selecting Processing Criteria

You can select and modify the processing criteria on the Options tab.

Demand selection criteria impact the way lines are selected for picking. Before selecting demand selection criteria, consider:

  • Your organization's preferred criteria based on details pertaining to sales order, requested and scheduled dates, and item

  • Your organization's preferred criteria for order fulfillment and processing

Sales Order, Requested and Scheduled Dates, and Item Details

Before selecting the sales order, requested and scheduled dates, and item details, you must plan how your organization will create a pick wave.

  • Which subinventory will you use?

    Your choice of subinventory will result in the selection of those order lines that are planned to be sourced from the specified subinventory. The source subinventory is specified for the order lines during the sales order creation stage.

  • Which sales order will you select?

    Determine if the shipment lines to be pick released are for a specific sales order.

  • Which customer will you select?

    Determine if the shipment lines to be pick released are for a specific customer.

  • Which shipment set will you select?

    If your organization groups order lines within a sales order to ship together based on customer specifications, then those sets of lines are shipped together in the same shipment. You can select the appropriate shipment set number from where the order lines will be selected.

  • Which destination type will you select?

    Determine if the shipment lines to be pick released are for a specific geography, zone, or ship-to location.

  • What are the specified date ranges?

    Determine the from and to scheduled ship dates and from and to requested ship dates.

  • What item details will you specify?

    Consider if you are creating a pick wave for a specific item. If yes, then specify the catalog and category name along with the item name and description.

Shipping Details

The selected shipping method will enable selection of those order lines that are planned for shipping using the specified shipping method.

Options criteria impact the way lines are fulfilled and processed. Before selecting the options criteria, consider:

  • Fulfillment criteria

  • Processing criteria

Fulfillment Criteria

Before you select the fulfillment criteria, you must plan how your organization prefers lines to be fulfilled.

  • What pick-from subinventory and pick-from locator will you specify?

    Consider your organization's usage of a specific subinventory and locator to pick material from.

    Note: This is an optional criteria.
  • What staging subinventory and locator will you specify?

    Consider your organization's usage of a specific subinventory and locator to deposit the picked material for staging.

Processing Criteria

Before you select the processing criteria, you must consider your organization's preference for processing lines.

  • What release sequence rule will you specify?

    Consider your organization's preference regarding the order in which lines are allocated during pick release.

  • What pick slip grouping rule will you specify?

    Consider your organization's preference regarding grouping of lines onto pick slips.

  • What ship confirm rule will you specify?

    Consider if your organization prefers shipments to be ship confirmed as part of pick release.

  • Will you automatically confirm pick slips?

    Consider if your organization prefers pick slips to be automatically confirmed during pick release.

  • Will you create shipments?

    Consider if your organization prefers shipments to be created during the pick release process.

  • Which shipment creation criteria will you use?

    Consider your organization's criteria for creating shipments--whether a shipment can be created across orders or must be created from within an order.

  • Will you automatically pack shipments?

    Consider if your organization prefers shipments to be automatically packed.

  • Will you append existing shipments?

    Consider if your organization prefers to append shipment lines to the existing shipments.

    Note: Here are the prerequisites for appending shipment lines:
    • The appending limit must be defined as a value other than Do not append on the Manage Shipping Parameters page.

    • An organization must be specified.

    • Create shipments functionality must be enabled.

    • Shipment creation criteria must be defined as across orders.

    • Autoconfirm pick slips functionality must be disabled.

FAQs for Creating Pick Waves

Only the lines or portions of lines that were previously reserved are considered for pick release.

The shipment lines that are assigned to shipments are considered for inclusion during pick release.

You create the pick wave, however, the background process releases the lines. You will receive the pick wave number and can proceed to perform the next task at hand.

Schedule Pick Wave

Overview

You can schedule the creation of pick waves.

You can:

  • Specify the release criteria for a pick wave

  • Schedule how frequently you want pick waves to be created

  • Specify whether the output should be printed, and determine the format and layout of the output

  • Specify whether you want to be notified after a pick wave is created

To schedule pick waves, select Navigator > Inventory Management, and then click the Schedule Pick Wave task from the task panel.

FAQs for Scheduling Pick Waves

Use the Schedule Pick Wave task to create and schedule pick waves to release shipment lines that meet certain criteria. The shipment lines are released in a controlled mode and on a regular basis.

Pick releasing of shipment lines that meet criteria specified in the release rule is automated.

Manage Pick Slips

FAQs for Managing Pick Slips

Go to the Record Serial Numbers option in the Actions menu of the Confirm Pick Slips page to record serial numbers. This takes you to the Record Serials page where you can select the Select Serial Numbers button to record multiple serial numbers that are not in a range.

You can also select the Record Lots and Serial Numbers option in the Actions menu of the Confirm Pick Slips page. This takes you to the Record Lots and Serials page where you can select the Select Serial Numbers button to record multiple serial numbers that are not in a range.

Go to the Record Lots and Serial Numbers option in the Actions menu to record multiple lots and serial numbers. Note that you can record lots and serial numbers if the item is both lot and serial controlled.

An exception can be edited only on the Edit Pick page. Click the Edit option from the Actions menu. However, you can only modify the exception reason and not create any new exception.

Go to the Record Lots option in the Actions menu to record multiple lots. Note that you can record lots if the item is lot controlled but not serial controlled.

Go to the Record Serial Numbers option in the Actions menu to only record serial numbers. You can also go to Details to enter serial numbers. Note that you can record serial numbers if the item is serial controlled but not lot controlled.

A due date is a derived date based on whether a line is assigned or not.

The table shows how the due date is derived for picks.

Pick Shipment Due Date

1234

A

Shipment A exists for the pick 1234. Hence the due date for the pick will be same as the shipment's initial ship date

1235

None

(shipment does not exist)

Shipment does not exist for pick 1235. Hence the due date for the pick will be the same as the shipment line's scheduled ship date.

What happens if I print pick slips immediately?

When you choose to print pick slips immediately, you have to specify the number of pick slip lines per pick slip. Whenever the specified number of lines are pick released, a pick slip document is printed. This continues till all the lines that meet the release criteria are pick released and printed.

For example, if you specify the number of pick slip lines as 25, then only a maximum of 25 pick slip lines can be printed on each pick slip. In this case, if 40 lines are pick released, then two pick slips are printed; one with 25 lines and the other with 15 lines.

Use the Release Date filter to view a list of pick waves that were generated on a specific date.

Use the Due Date filter on the Summary tab to view picks and pick slips due on a specific date.

Confirm Pick Slips

Overview

You use the Confirm Pick Slips page to enter details of picked material and confirm a pick slip.

You can do the following as part of confirming a pick slip:

  • Enter details of picked material

  • View and modify details of picks on a pick slip

  • Enter multiple lot and serial number for picked material, if required

  • Enter the transaction date for each pick

  • Evaluate pick slip discrepancies

To confirm a pick slip, select Navigator > Inventory Management, and then click the Confirm Pick Slips task from the task panel.

FAQs for Confirming Pick Slips

You can continue with processing the shipment and then ship confirming it as an integrated flow.

Can I add a secondary carrier to an Italian packing slip?

Yes. Under Additional Information on the Management Shipments page or the Edit Shipment page in the Inventory Management work area in the Manufacturing and Supply Chain Materials Management offering, select Packing Slip for Italy for the regional information, and then enter a secondary carrier name.