Fulfillment

7 Fulfillment

Reserving Inventory and Generating Pick Slips

Topics in this part:

Reviewing Reservation Types describes the three types of reservations: Immediate, Batch, and Interactive.
Reviewing Other Reservation Conditions discusses other reservation conditions, such as: Coordinate grouping, drop ship reservations, special handling reservations, and reserving inventory for sets and variable sets.
Working with Interactive Reservation (MIRV) discusses creating, changing, deleting, and displaying order information using this reservation type.
Preparing Orders for Pick Slip Generation provides an overview on preparing an order for pick slip generation.
Performing Pick Slip Generation includes locating the pick slip generation function, printing pick slips, performing cubing, selecting pick locations, replenishing stock, and using cart/bin picking.
Selecting Vendors for Drop Ship Processing (MDSP) includes creating, changing, deleting, and displaying vendors for drop ship processing.
Displaying Pick Slip Generation Inquiry (DPSI) describes this management tool.
Working with Pick Slip Messages (WPSM) describes creating, changing, deleting, and displaying pick slip messages.
Processing Drop Ship Orders by Batch (MDSB) describes how to generate drop ship picks by batch for selected vendors.
Printing the Carryover Report (PCOR) describes how to generate the Carryover reports.
Generic Pick Out API describes how to generate the outbound pick slip message for integration with another system.
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
Streamlined Pick Slip Generation (WSPS) describes a streamlined version of the pick slip generation option.
Pick Print Eligibility (WPPE) determines whether the system will include picks for a specified order in the next pick slip generation run for the selected pick slip generation template.
Unlock Pick Slip (MUPI) allows you to unlock a pick slip.

Reviewing Reservation Types

Purpose: The Reservation module reserves inventory from a specific warehouse or multiple warehouses for customer orders as they are entered and accepted through Order Entry.

The system continually evaluates new orders and backorders to ensure that stock is being reserved appropriately for all orders. There are two reservation types:

Immediate = The system reserves stock when an order is placed, providing stock is available. In an immediate or real-time environment, the system reserves inventory on a first-come, first-served basis (FIFO) in the specified warehouse as each item is added to an order.
Interactive = The system reserves stock through an interactive entry program. When using the Interactive Reservation function, no inventory is reserved until you use Working with Interactive Reservation (MIRV). This program allows you to disburse inventory manually to preferred customers or to customers who order in large wholesale volume.

Note:

In order for the system to reserve inventory for a particular item in a warehouse, the Reservation freeze field for that item warehouse must be unselected.

In this topic:

Reserve Warehouse Hierarchy

The system assigns a warehouse to an order or order line using the following hierarchy:

A warehouse code for an individual order line: If you enter a warehouse code for an individual order line using the Add Line option, the system will use this warehouse to reserve the order line. This warehouse assignment will override all other reserve warehouse logic.
A warehouse code entered on the order header: If you enter a warehouse code in the Warehouse field on the Work with Order screen, the system will use this warehouse to reserve all lines on the order. This warehouse assignment will override all other warehouse assignments except a warehouse code entered for an individual order line.
Warehouse list: If you have not entered a warehouse code for an individual order line, or a warehouse code on the order header, the system will look for a warehouse list for the SCF of the order ship to address, if system control value Ship Complete from 1 Warehouse (B16) selected.
The item’s primary warehouse: If no reserve warehouse can be assigned based on individual order lines, a warehouse code entered on the order header, or a warehouse list, the system will reserve the item in the warehouse defined for the item in the Item table. See Warehouse Lists and Single Order Lines.

Reviewing Immediate Reservation

Overview: In the Immediate Reservation environment, the system reserves inventory for an item when the order is placed. In addition, stock is reserved for eligible backorders as new merchandise is received into active inventory in the warehouse. This ensures that eligible backorders receive stock prior to new orders. Backorders are reviewed on a continual basis to ensure that eligible backorders receive stock prior to new orders and that orders are ready for printing as soon as possible.

The system prepares an order for pick slip generation when an order is created or changed; see Preparing Orders for Pick Slip Generation.

You must run Streamlined Pick Slip Generation (WSPS) to generate and print pick slips. See Performing Pick Slip Generation.

System control values which control Immediate Reservation:

System Control Value	Results
Immediate Reservation (A64) Selected/Unselected	Selected = Inventory is reserved for open orders as each line is entered in Order Entry. Unselected = Inventory is reserved for orders through Working with Interactive Reservation (MIRV).
FIFO Flag (A03) Selected/Unselected	Selected = Inventory will be held for orders on a first-in/first-out basis, regardless of whether the order is eligible for fulfillment. Must be selected if Immediate Reservation (A64) is selected. Unselected = Inventory will not be held for orders that are not eligible for fulfillment. NOTE: If this field is unselected, the system subtracts the SKU open quantity from the On hand quantity for each warehouse in calculating the Available quantity. For example, if you have 10 units of an item on-hand in warehouse 1 and warehouse 2, and you enter an order for a quantity of 2, the system displays an available quantity of 8 in both warehouse 1 and warehouse 2.
Default Warehouse (A04)	Enter a valid Warehouse code that represents the primary shipping warehouse. This code will display on many screens throughout the system. NOTE If you are in a multiple warehouse environment, you may want to leave this field blank.
Ship Complete from 1 Warehouse (B16) Selected/Unselected	Selected = The system will attempt to consolidate reserve warehouses for the order, using warehouse list logic. Unselected = The system will attempt to reserve inventory from the item’s primary warehouse as defined in the item table. See Working with Warehouse Lists (WWHL) for an explanation of the system’s reserve warehouse logic.
Split Line Over Multi Whse (B19) Selected/Unselected	Selected = A line on an order can be fulfilled by inventory from more than one warehouse. Unselected = An order line must be fulfilled by inventory from only one warehouse. NOTE: When This system control value is not currently implemented.
Reservation Lead Days (B27)	Enter the number of days after which an order (or order line) should be considered a future order and will not be reserved.

Reserving Stock with Immediate Reservation

Determining stock availability: In the Immediate Reservation environment, the system reserves inventory on a first-come, first-served (FIFO) basis in the specified warehouse, as you add an item to an order.

The system is always attempting to reserve stock, based on your System Control table values and by using the Quantity Available calculation to determine if there is sufficient stock for new orders.

Quantity Available Calculation

On hand - Protected - Reserved - Reserve transfer - Backordered = Quantity Available

Definitions:

On hand: the quantity of the item currently in the warehouse

Protected: the quantity of the item that can be reserved only through Interactive Reservation.

Reserved: the quantity of the item that is already set aside for other orders.

Reserve transfer: the quantity of the item set to be transferred to another warehouse

Backorder: the quantity of the item unavailable for existing orders that must be fulfilled through PO Receipts

Note:

Each time an item is reserved, the system reduces the Quantity available and updates the Quantity open by the Quantity ordered fields in the Item/Warehouse table. Availability is reduced, regardless of the reservation type.

Reserving stock: In the Immediate Reservation environment, the system reserves stock, as follows:

If the total order is available: The system increments the order detail line with the quantity reserved to fulfill the order. The program increments the Quantity open and Quantity reserved fields in the Item/Warehouse table.
If a partial order is available: The system reserves what it can and backorders the rest. See Reserving Backorders.
If no part of the order is available: See Reserving Backorders.

Note:

In a FIFO environment, an eligible order is any order taken for an item, open or held. In a Non-FIFO environment, only open orders are considered eligible for reservation.

Reserving Backorders

Orders for which stock is unavailable at the time of order entry will not be eligible for immediate reservation. These orders will have stock reserved using the Evaluate Backorders Program. This is a batch program that can be initiated automatically by PO Receiving or Inventory Transactions. The system processes backorders as follows:

When no part of the order is available: The system does not reserve the item in any warehouse and increments the Quantity backordered field in the Item/Warehouse table.
When a partial order is available: The system reserves what it can and backorders the rest, and increments the Quantity reserved and the Quantity backordered fields in the Item/Warehouse table.

Note:

Any item/SKU which has been assigned a zone reservation code will be excluded from backorder reservation in the Evaluate Backorders Program. These items are normally reserved and shipped through the zone reservation process; however, zone reservation coded items which have been backordered through the standard order entry process can be reserved in Work with Interactive Reservation. See Shipping Zone Reservation Overview, for information on zone reservation. See Working with Interactive Reservation (MIRV), for more information on reserving interactively.

Evaluating future orders: The arrival date is the date on which the customer wants to receive the order; this date controls whether the system reserves inventory immediately and whether to create pre-generated picks. The system uses the following calculation to determine future orders.

Future Orders Calculation:

If Arrival date - Reservation lead days is equal to or greater than today's date, the order is a Future order.

The Evaluate Future Orders program runs each evening to evaluate all order detail lines marked as “future order.” The system re-runs the arrival date calculation and reserves the required inventory based on the order date, if the system-calculated date is less than or equal to today's date.

When the system determines that an order is a future order:

Inventory is not reserved.
Each detail line is marked as a future order.

Reviewing Interactive Reservation

Overview: This feature allows you to reserve stock for specific customers or orders via Working with Interactive Reservation (MIRV). No inventory is reserved until you run the Interactive Reservation Program to manually disperse inventory to preferred customers, or to customers who purchase large volumes of inventory.

You can designate specific customers for interactive reservation using a Customer Class code in which the Bypass reservation field is flagged, or by selecting the flag for individual customers; for these customers, orders is not reserved in order entry. You can designate specific items to bypass reservation in order entry by using a quantity limit in the Item/SKU table (i.e., items for which there is limited stock).

Note:

Use the Bypass reservation flag only if the Use OROB for Fulfillment Assignment (M31) system control value is unselected. This system control value uses the Bypass reservation flag to send orders to Order Orchestration for fulfillment assignment.

System control values that control Interactive Reservations:

System Control Value	Results
Immediate Reservation (A64) Selected/Unselected	Selected = Inventory is reserved for open orders as each line is entered in Order Entry. Unselected = Inventory is reserved for orders through Interactive Reservation. NOTE: A Bypass reservation flag in the Customer table indicates that you do not want to reserve stock for that customer via Immediate Reservation.
FIFO Flag (A03) Selected/Unselected	Selected = Inventory will be held for orders on a first-in/first-out basis, regardless of whether the order is eligible for fulfillment. Must be selected if Immediate Reservation (A64) is selected. Unselected = Inventory will not be held for orders that are not eligible for fulfillment.
Default Warehouse (A04)	Enter a valid Warehouse code that represents the default warehouse. This code will display on many screens throughout the system. NOTE: If you have multiple warehouses, you may want to leave this field blank.
Ship Complete from 1 Warehouse (B16) Selected/Unselected	Selected = The system will attempt to consolidate reserve warehouses for the order, using warehouse list logic. Unselected = The system will attempt to reserve inventory from the item’s primary warehouse as defined in the item table. See Working with Warehouse Lists (WWHL) for an explanation of the system’s reserve warehouse logic.
Split Line Over Multi Whse (B19) Selected/Unselected	Selected = A line on an order can be fulfilled by inventory from more than one warehouse. Unselected = An order line must be fulfilled by inventory from only one warehouse. NOTE: This system control value is not currently implemented.
Reservation Lead Days (B27)	Enter the number of days after which an order (or order line) should be considered a future order and will not be reserved.

Reserving Stock with Interactive Reservation

Reservation conditions: In Working with Interactive Reservation (MIRV), the system reserves stock only if:

The order is not a future order; the system-calculated date is less than or equal to today's date.
The Reservation freeze field in the item/SKU warehouse record is not selected.
Reservations can be performed against the warehouse in the Item/Warehouse record.

Note:

Each time an item is reserved, the system reduces the Quantity available and updates the Quantity reserved. Availability is reduced, regardless of the reservation type.

Reserving stock: In the Immediate Reservation environment, the system reserves stock based on the values defined in the Quantity reserve limit field in the Item table. This quantity represents the maximum quantity that can be reserved for any one order through Immediate Reservation in order entry. If the quantity ordered by a customer exceeds this quantity, the system will not reserve any inventory for that order detail line. This order detail line must be flagged for reservation by the Interactive Reservation Program.

Displaying held orders: In Interactive Reservation, you can display held orders that have inventory reserved for them.

The list of held orders is displayed by hold code (e.g., all fraud orders are displayed first) and within hold code by date. You can release the inventory reservation on these orders; however, to cancel the order or take any other action, you must use the Order Maintenance function.

Reviewing Other Reservation Conditions

Purpose: The Reservation function reserves stock for customer orders; however, some orders may include items that require special handling, drop ships, or coordinate groups. Additionally, some orders have items that belong to sets or variable sets. These special conditions may cause the system to process reservations and generate picks differently than it would for regular items.

In this topic:

Reserving Coordinate Group Items

Overview: Coordinate grouping ensures that items on an order ship together. Items with the same coordinate group number will not allocate unless inventory is available for all of the items. Items are coordinate grouped in Order Entry and Order Maintenance.

If the Reservation program cannot reserve stock for all items linked by a common coordinate group, it will reserve stock for the available items and leave the other items on backorder. The remaining items will be reserved in the same manner as all other backorders.

Creating pre-generated picks: The system creates a pre-generated pick only if all lines that are coordinate grouped are eligible for pick slip preparation. The system may split the lines that are coordinate grouped across multiple picks. See Preparing Orders for Pick Slip Generation and Splitting an Order Across Multiple Picks.

Printing pick slips: No special information pertaining to coordinate grouping appears on the pick slip. See Performing Pick Slip Generation.

Important:

The same ship via must be assigned to items that belong to the same coordinate group.

Reserving Drop Ship Items

Overview: A drop ship item is an item that you do not stock in inventory. When a customer places an order for a drop ship item, you order the item from your supplier (vendor). The vendor ships the item directly to your customer.

Reserving stock: To use the Drop Ship Reservation feature, you must indicate in the Vendor table whether you want to send drop ship picks, POs, and/or EDI transmissions, or process drop ship orders for this vendor using the Order Orchestration Drop Ship Integration. You can also ship items that are typically drop ship items from your own warehouse. For example, you may have returns that can be used to fulfill new orders; these items could be shipped from your warehouse rather than the vendor's warehouse.

When you take an order for a drop ship item, the system attempts to reserve stock from your warehouse, rather than from the vendor, as follows:

If the entire quantity is available in the warehouse, it is reserved.
If the entire quantity is not available in the warehouse, the system requires the order be sent from the vendor.

Printing drop ship pick slips: Drop ship items produce drop ship pick slips or drop ship purchase orders. If a drop ship item cannot be allocated from inventory, which is usually the case, the system produces a drop ship pick slip or purchase order.

The system performs the following procedures during drop ship processing:

An item is flagged as “Drop Ship” in the Item table.
When you add the item to an order, it displays on neither reserved nor backordered. The “Drop Ship” flag appears on the order line detail.
When you generate pick slips or purchase orders, the system checks the Item/SKU table to determine the primary vendor assigned to the item/SKU ordered.
The system then checks the Vendor table to determine whether this vendor takes drop ship purchase orders, drop ship pick slips, or processes drop ship orders using the interface with Order Orchestration’s Drop Ship Manager. If the vendor takes drop ship pick slips, the system prints a separate pick slip.

Reserving Special Handling Items

Overview: Items that can be personalized or finished are considered special handling (S/H) items. Personalization might include monogramming, engraving, hemming, etc.

Reserving S/H items: The system reserves inventory for these items in the same way as for any other item. A separate processing step is not required to reserve stock for these orders. Stock is reserved immediately or by the Evaluate All Backorders Program. See Reviewing Reservation Types.

As inventory is reserved for these orders, the reservation program increments the S/H Reserve field in the Item/Warehouse table.

Pick slip preparation: The Split Special Handling Picks (L44) controls whether the system creates a separate pre-generated pick for the order lines on an order that contain a special handling code. This system control value also controls whether the system creates a separate pick slip PDF document for picks that contain items that require special handling.

Printing pick slips: The Special Handling field on the Streamlined Pick Slip Generation Screen allows you to select pre-generated picks for pick slip generation based on the presence of a special handling code for an item. Special handling instructions entered during Order Entry will print on the pick slip if the pick slip printing program you are using permits it. This is true whether the line prints on an individual pick slip or is on a pick slip with other items.

Reserving Inventory for Finished Good Orders

Overview: Finished good orders are orders that require assembly prior to picking and packing. A finished good, defined as Finished Good in the Kit type field in the Item table, is comprised of one or more component items that you may also sell individually.

Reserving stock: Finished goods are reserved at the finished good level, not at the component level.

Orders where the inventory is not reserved immediately will have stock reserved using the Evaluate All Backorders Program. See Reviewing Reservation Types.

Creating pre-generated picks: Typically, the system looks at the lead days for the shipper and your internal lead time to determine when to create a pre-generated pick.

Printing pick slips: The pick slip lists only the finished good; component information does not appear.

See Entering Finished Goods Information (WFGD) for more information on working with finished goods.

Reserving Inventory for Set Orders

Overview: A set item, identified by a Set in the Kit type field in the Item table, is composed of two or more items that you sell together as a unit. The items that make up a set are often referred to as components. You can also sell these components individually.

Reserving stock: Sets are reserved at the component level only. Orders where the inventory is not reserved immediately will have stock reserved using the Evaluate All Backorders Program. See Reviewing Reservation Types.

Soldouts:

Component item(s): If any of the component items on a set are sold out based on the assigned soldout control code and the current inventory situation, the main set item and each of the component items are added to the order in a soldout status (S). For example, if the set includes five items, and one of the items is assigned a soldout control code indicating to sell the item out immediately, the main set item and all of the component items will be added to the order in a soldout status.
Main set item: Similarly, if the main set item itself is assigned any soldout control code, the main set item and each of the component items are added to the order in a soldout status (S).

See Working with Soldout Controls (WSLD) for a discussion on how soldout controls indicate when an item is sold out.

Pick slip preparation: To create a pre-generated pick for a set:

If the set and component items are coordinate grouped, all of the component items must be reserved and in an open status.
If the set and component items are not coordinate grouped, at least one of the component items must be reserved and in an open status.

See Selecting Order Lines for Pick Slip Preparation.

Printing pick slips: The pick slip shows the components of the set, but not the price of each component. The price of the set displays on the pick slip next to the set item only.

For more information: See Entering Set Information (WSET) for more information on working with sets.

Reserving Inventory for Variable Set Orders

Overview: Variable sets, defined as Variable Set in the Kit type field in the Item table, are items that allow customers to choose from a list of component items to make up the set they want to purchase.

Reserving stock: Variable sets are reserved at the component level. Orders where inventory is not reserved immediately will have stock reserved using the Evaluate All Backorders Program. See Reviewing Reservation Types.

Printing pick slips: The pick slip lists an order detail line for each component item and does not refer to the variable set at all. Prices are shown for each component.

See Entering Variable Set Information (WVST) for more information on working with variable sets.

Preparing Orders for Pick Slip Generation

Pick slip preparation prepares an order for fulfillment when you create or change an order, such as creating pre-generated picks in the Pick Control Header and Pick Control Detail tables and defining whether the pre-generated picks 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.

Pre-generated picks are picks created 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. Pick slip generation selects pre-generated picks to fulfill and print based on the pick slip selection criteria specified.

Pick slip preparation process:

Standard pick slip generation: You cannot use standard pick slip generation (WPSG) for orders that are eligible for pick slip preparation; you must use Streamlined Pick Slip Generation (WSPS) to complete the pick slip generation process.

In this topic:

For more information: See:

Performing Pick Slip Generation for an overview and processing details.
Streamlined Pick Slip Generation (WSPS) to review the options you can use to select picks for pick slip generation.

Pick Slip Preparation Setup Requirements

For more information: See Pick Slip Generation Setup Requirements for more information on the setup required to run pick slip generation.

Pick Slip Generation Templates

Use the Streamlined Pick Slip Generation Screen to create pick slip generation templates to define the selection criteria the system uses to select pre-generated picks for fulfillment. Review the pick slip generation templates that you may have used in Standard Pick Slip Generation (WPSG) to determine the pick slip generation templates to create in Streamlined Pick Slip Generation.

System Control Values

System Control Value	Description
Reservation Lead Days (B27)	Enter the number of days after which an order (or order line) should be considered a future order and should not be reserved. The FUTURE periodic function (FLR0246) uses this number of days to determine when an order line’s arrival date makes it eligible to reserve as a future order.
Pick Processing Days (B37)	Enter the number of days it takes your company, on average, to pick, pack, and ship an order. This is your internal lead time. This number determines when to create a pre-generated pick; see Selecting Order Lines for Pick Slip Preparation.
Split Special Handling Picks (L44)	Select this field to have pick slip preparation create a separate pre-generated pick for all items on an order that contain a special handling code. When you generate pick slips for the order, the system creates a separate PDF document for picks that contain items with special handling. Deselect this field to have pick slip preparation include items on the order that contain a special handling code on the same pre-generated pick as the other shippable items on the order (assuming another reason does not cause the system to split the order across multiple picks; see Splitting an Order Across Multiple Picks). When you generate pick slips for the order, the system does not create a separate PDF document for special handling items. See this system control value for examples.
Create Separate Picks for Ship for Pickup Orders (L89)	Select this field to have pick slip preparation create a separate pre-generated pick for each item on a ship-for-pickup order. When you generate pick slips for the order, the system submits each order line to Order Orchestration as a separate order. Deselect this field to have pick slip preparation include all reserved items within the warehouse on the same pre-generated pick. When you generate pick slips for the order, the system submits all items on the pick slip together, even if it creates a multi-line order. See Ship-for-Pickup Orders for background.

Selecting Order Lines for Pick Slip Preparation

In order for the system to perform pick slip preparation and create pre-generated picks, an order must meet the following requirements.

The Order Header must be in an open status and not locked by a user.
A line on the order must be reserved and in an open status.
For each reserved, open order line:
- The Arrival date cannot be a future arrival date. The system uses the arrival date defined for the order line or the order ship to if not defined at the line level; see Arrival Date Calculation.
- The Cancel date cannot fall within the time it takes to process and fulfill the pick slip. The system uses the cancel date defined for the order line or the order ship to if not defined at the line level; see Cancel Date Calculation.
- The Quantity remaining must be less than or equal to the Quantity reserved in the Reserved Order Line table.
- The Quantity remaining in the Reserved Order Line table must be less than or equal to the Quantity reserved - Quantity Printed in the Order Detail table.
- The Quantity printed in the Reserved Order Line table must be less than or equal to the Quantity reserved in the Order Detail table.

Also:

Ship complete orders: If the order is flagged as ship complete, all of the lines on the order must be reserved and in an open status.

Sets: If the order contains a set and the set and component items are coordinate grouped, all of the component items must be reserved and in an open status. If the set and component items are not coordinate grouped, at least one of the component items must be reserved and in an open status.

Coordinate-grouped items: Pick slip preparation is not applied to order lines that are assigned the same coordinate group number until all of the coordinate grouped lines are eligible for pick slip preparation.

Non-inventory items: If the only items on the order are non-inventory, the items do not need to be reserved, but must be in an open status in order to be eligible for pick slip preparation. The system creates a pre-generated pick for the non-inventory item, even if all other items on the order are not eligible for pick slip preparation; however, the system will not create a pre-generated pick for a non-inventory item if all other items on the order are backordered; when one or more backordered items are available, the system creates a pre-generated pick for the non-inventory item as well as for the available item(s).

Drop ship items: The system does not include drop ship items on a pre-generated pick.

Multiple recipients: If the order contains multiple recipients, the system evaluates each order ship to individually to determine if it qualifies for pick slip preparation.

Ship-for-pickup orders: If the Create Separate Picks for Ship for Pickup Orders (L89) system control value is selected, the system prepares a separate pick for each reserved order line.

Arrival Date Calculation

The system checks the arrival date for each line on an order to determine when to create a pre-generated pick.

Arrival Date from Order Line (or Order Ship To) - (Pick Processing Days (B37) + Ship Via Lead Days in WSHV) < or = Today's Date

The system creates a pre-generated pick for the order line if this system-calculated date is less than or equal to today's date; otherwise, the system does not create a pre-generated pick for the order line until the date is within the allotted time frame.

Note:

To retrieve the correct ship via lead days in Working with SCF/Ship Via Values (WSHV), the system uses the ship via on the order line (or order ship it not defined at the line level) and the SCF (first 3 digits of the postal code) and country code defined for the order ship to delivery address.

Cancel Date Calculation

The system checks the cancel date for each line on the order to determine whether to create a pre-generated pick.

Cancel Date > Today’s Date + Pick Processing Days (B37) + Ship Via Lead Days in WSHV

The system creates a pre-generated pick for the order line if the cancel date is greater than this system-calculated date; otherwise, the system does not create a pre-generated pick for the order line.

Fields used in the arrival date and cancel date calculations:

Arrival date is the date when the customer wants to receive the order. This date controls whether the system reserves inventory and prints pre-generated picks immediately.

You can define the arrival date for an order line on the Work with Order Line Screen (Changing/Adding an Item) and you can define an arrival date for an order ship to on the Work with Order Screen. See Reviewing Reservation Types.

Cancel date is the date when the customer wants to cancel an order if it has not been shipped.

You can define a cancel date for an order line on the Work with Order Line Screen (Changing/Adding an Item) and you can define a cancel date for an order ship to on the Work with Order Screen.

Pick processing days are the number of days it takes your company, on average, to pick, pack, and ship an order. This is your internal lead time. The system uses this number to determine when to generate a pick slip.

You use the Pick Processing Days (B37) system control value to define your pick processing days.

Ship via lead days, as defined in the Working with SCF/Ship Via Values (WSHV) menu option, represents the number of days it takes a shipper to deliver the order to its destination. The SCF represents the first 3 positions of the destination postal code. To retrieve the correct ship via lead days, the system uses the ship via on the order line (or order ship it not defined at the line level) and the SCF (first 3 digits of the postal code) and country code defined for the order ship to delivery address.

When is Pick Slip Preparation Performed?

The system performs pick slip preparation when:

An order is created; see Pick Slip Preparation when an Order is Created.
A user or the system updates an order; see Pick Slip Preparation when an Order is Maintained.
Pick slip generation (WSPS) cannot generate a pick slip; see Pick Slip Preparation when Pick Slips are not Generated (WSPS).

Pick Slip Preparation when an Order is Created

The system performs pick slip preparation when an order is created; see Applying Pick Slip Preparation to an Order for the updates that are performed.

Pick Slip Preparation...	applied to an order when:
Entering Orders	The system performs the final order accept. If the order contains multiple recipients, the system does not perform pick slip preparation until you accept the last order ship to on the order.
Generic Order Interface (Order API) For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).	Order Administration receives the order through the Generic Order Interface (Order API) and it is not placed in an error status. Pick slip preparation occurs after the system generates the Order Response.
Working with Error Order Batches	You select to Edit/Accept the order batch. The system performs pick slip preparation only for orders that are accepted in the order batch.
dGenerating Membership Orders (EGMO)	Order Administration generates a membership order.

Pick Slip Preparation when an Order is Maintained

The system performs pick slip preparation when a user or the system updates an order. In this situation, the system performs the following updates.

The system REMOVES any pick slip preparation from the order; see Removing Pick Slip Preparation from an Order for the updates that are performed.
Once the changes to the order have been made, the system EVALUATES the order to determine if it is eligible for pick slip preparation.
If the order is eligible for pick slip preparation after the changes to the order have been made, the system RE-APPLIES pick slip preparation to the order; see Applying Pick Slip Preparation to an Order for the updates that are performed.

Pick Slip Preparation...	removed and reapplied to an order when:
Performing Order Maintenance	Removed when you select the order for maintenance, across all order ship tos. Reapplied when you accept or reject the order maintenance changes, across all order ship tos.
Releasing Held Orders	You release an order from hold and its status changes to Open. See Manage Held Orders in Modern View online help.
Working with Tickler Users/User Groups (WTIC)	You release an order from hold and its status changes to Open.
Working with Held Detail Lines (WOHD)	You select Release to release an order line from hold or select Batch Release to release multiple order lines from hold.
Evaluate Future Orders periodic function (program name FLR0246)	An order is reserved and updated to an open status.
Working with the EBO_ASYNC Job (MBJC)	Stock is reserved against an order.
Evaluate Backorder Reasons without Backorder Warehouse periodic function (program name PFR0024)	An item on backorder is reserved.
Reserve Backorders periodic function (program name FLR0804)	An item on backorder is reserved.
Processing Auto Soldout Cancellations (MASO)	An order is flagged as ship complete and the item that was preventing a pre-generated pick from being created for the order is soldout, or Items on the order are assigned to the same coordinate group and the item in the group that was preventing a pre-generated pick from being created for the order is soldout.
Working with Return Authorizations (WRTA) and Receiving Returns (WRAR)	Removed when you select an order for return authorization. Reapplied when you accept or reject the return authorization. If you add an exchange item, the system performs pick slip preparation for the exchange item when you receive the return authorization.
Working with Interactive Reservation (MIRV)	Removed when you: scan by order number. scan by customer class and select an order. scan by item/SKU and perform an action against an item on the order. Reapplied when you exit the screen.
Processing Item Substitutions (PSUB)	You substitute an item that is on backorder with an item that is in stock.
Inventory Transaction Upload XML Message (inCreateInvXaction) For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).	The system unreserves an order to perform a negative adjustment.
Release Order on Time Hold periodic function (program name CSR0557)	An order is released from hold.
Working with Backorders Pending Cancellation (WBPC)	You cancel an item that is on backorder and the order is flagged as ship complete or the item being cancelled is the item that prevented a pre-generated pick from being created for the order.
Working with Credit Card Cancellations (WCCC)	You cancel orders whose credit cards have been declined by the authorization service. NOTE: Because the order is cancelled, the system removes pick slip preparation from the order and does not reapply it.
Working with Inventory Transaction Errors (WITE)	An order is unreserved.
Processing Refunds (MREF)	You refund a stored value card item, causing the system to add a new stored value card item to the order and create a pre-generated pick for the new card.
Reset Allocation Quantities (MRPC)	You perform the reset. NOTE: To reduce the amount of time it takes to run this process, you should use Streamlined Pick Slip Generation (WSPS) to generate pick slips for as many orders as possible.
Unlocking a Stranded Order or Batch (MULO)	You unlock an order.
Reprinting and Voiding Pick Slips (WVRP or WSVP)	You void a pick slip. NOTE: If the pick slip is voided and unreserved, the system removes pick slip preparation and does not reapply it to the order. If the pick slip is reprinted, the system does not perform pick slip preparation.
Generic Pick In API (Shipments, Voids, and Backorders) For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).	The transaction_type for a CWPickIn XML Message is B (full or partial backorder) or V (void). For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1). NOTE: The Generic Pick In API is available only for pick slips that have been fulfilled and printed through Streamlined Pick Slip Generation (WSPS); you cannot use the Generic Pick In API for pre-generated picks (picks in a G Generated No Authorization or H Generated Has Authorization status).
NO (New Orders) Event Processing	A NO New Order tickler is created. NOTE: If the order is placed on hold, the system does not reapply pick slip preparation to the order.
VP (Voided Pick Tickets) Event Processing	A VP Voided Pick Tickets tickler is created. NOTE: If the order is placed on hold, the system does not reapply pick slip preparation to the order.

Pick Slip Preparation when Pick Slips are not Generated (WSPS)

If the system cannot generate a pick slip during pick slip generation, the system determines the updates that need to be performed for pick slip preparation.

Pick Slip Not Generated Because:	Pick Slip Preparation Updates:
Declined Authorizations During Pick Slip Generation	The system: Deletes the pick slip. Prints the order on the declined Credit Card Authorization Listing. If the order is not placed on hold, creates s pre-generated pick in a G Generated No Authorization status. NOTE: If the authorization remains in an S Sent status, the system updates the status of the pick to W Waiting for Authorization and does not delete it.
Allocating Stock Error	If a stock allocation error occurs and the Withhold Picks due to Item Allocation Error (F04) system control value is selected, the system: Deletes all pre-generated picks for the order. Does not print a pick slip for the item which created an allocation error, or for any item that is on the same ORDER as the item that has the item stock allocation error, regardless if the other items on the order were created on a separate pre-generated pick. Prints the item with the stock allocation error on the Item Stock Allocation Error Report. Creates new pre-generated picks for the order. If a stock allocation error occurs and the Withhold Picks due to Item Allocation Error (F04) system control value is unselected, the system: Prints a pick slip for the items not in error, with the item associated with the stock allocation error in a backorder status. Deletes the pre-generated pick for the item with the stock allocation error. Prints the item with the stock allocation error on the Item Stock Allocation Error Report. Creates a new pre-generated pick for the item with the stock allocation error. NOTE: 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. See the Withhold Picks due to Item Allocation Error (F04) system control value for examples.
Stored value card number not assigned during pick slip generation	If the system cannot assign a card number to a virtual stored value card or a card using the Oracle Retail Customer Engagement Stored Value Card integration, the system: Deletes the pick slip. Prints the stored value card item on the Stored Value Card Assignment Errors Report. Recreates the pre-generated pick, removing the Billing batch number and Date and Time printed that was assigned during pick slip generation. See Assigning a Stored Value Card Number.
Order Orchestration indicates the retail pickup or delivery order has been canceled	If Order Administration sends pick slip information to Order Orchestration and Order Orchestration indicates the order or line has been canceled, the system: Deletes the pick slip. Puts the order on hold using the Order Broker Hold Reason (Cancel) (L02). Does not recreate the pre-generated pick since the order is on hold. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders and the Use OROB Status Inquiry List Web Service (M05) system control value.
Order Orchestration indicates the retail pickup or delivery order is under review	If Order Administration sends pick slip information to Order Orchestration and Order Orchestration indicates the order is under review, the system: Deletes the pick slip. Puts the order on hold using the AU hold reason (BROKER ORDER UNDER REVIEW). Does not recreate the pre-generated pick since the order is on hold. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders and the Use OROB Status Inquiry List Web Service (M05) system control value.
Error During Ship-for-pickup Order Processing	If Order Administration sends pick slip information to Order Orchestration and Order Orchestration returns an error, the system: Does not print a pick slip. Writes an order transaction history message: `Submit Order Failed - OROB Unavailable`. Puts the order on hold using the Hold Reason for Errored Ship for Pickup Orders (L10). Does not recreate the pre-generated pick since the order is on hold. See Ship-for-Pickup Orders.

Batch Pick Slip Preparation

The PICKRFH Pick Gen Refresh periodic function (program name PFR0103) allows you to submit a process that evaluates orders for pick slip preparation, and if eligible:

Removes any pick slip preparation that may have already occurred for the order; see Removing Pick Slip Preparation from an Order for the updates that are performed.
Applies pick slip preparation to the order; see Applying Pick Slip Preparation to an Order for the updates that are performed.

Use this periodic function to:

Initially prepare existing orders for pick slip generation; see Converting Orders to Pick Slip Preparation.
Perform pick slip preparation for orders that initially were not eligible for pick slip preparation (for example, the order had a future arrival date).

See How to Schedule a Job for instructions on assigning this periodic function to a periodic process and to schedule when the process runs.

Note:

Oracle recommends you run this periodic function on a daily basis.

Logging: For each eligible order, the system writes a message to the Trace Log if its Logging Level is set to ERROR or higher.

Converting Orders to Pick Slip Preparation

Use the following steps to apply pick slip preparation to existing open and reserved orders.

Before running the PICKRFH Pick Gen Refresh periodic function and to minimize the amount of time it takes to convert orders to pick slip preparation, you should:

Make sure you have a current backup of the Order Administration database.
Use Streamlined Pick Slip Generation (WSPS) to generate pick slips for as many orders as possible to reduce the number of orders that require pick slip preparation.

To estimate the time it will take you to run the conversion process, to perform pick slip preparation for 11,000 orders takes roughly 68 minutes; however, based on your system, your time may vary.

To run the conversion process:

Log all users off Order Administration and stop any batch jobs, such as Background Asyncs (MBJC) and any Integration Layer Jobs (IJCT). This ensures there are no locks on the Order and Pick tables, no new orders are created during the conversion process, and reduces the conversion time.
Log in to Order Administration and verify you are in the company you wish to convert.
In Executing Periodic Processes (EPRO), select the CVTIAPICK periodic process and select OK.
At the First Execute Periodic Process Screen (Setting Parameters), enter the company you wish to convert and select OK.
On the Second Execute Periodic Process Screen (Selecting Functions), select Execute. The system submits the CVTIAPICK job.
Once the CVTIAPICK job completes, open the Trace Log and verify the system wrote a message indicating the conversion completed. The message should be similar to the following: PickGen Refresh completed. It generated picks for approximately 9999 orders.

Once the conversion process completes, you can allow users back in the system.

Applying Pick Slip Preparation to an Order

For orders that qualify for pick slip preparation, the system performs the following updates.

For more information: See Selecting Order Lines for Pick Slip Preparation and When is Pick Slip Preparation Performed? for more information on determining when an order line is eligible for pick slip preparation, and when the system performs pick slip preparation.

Creates Pre-Generated Picks

When creating pre-generated picks for an order, the system performs the following updates.

Splits an order across multiple picks: The system may split an order into multiple pre-generated picks for several reasons; see Splitting an Order Across Multiple Picks.

Flags a pick as the first pick: If a pick doesn’t already exist for the order that is flagged as the first pick, the system flags the pre-generated pick as the first pick. If multiple pre-generated picks are created for the order, the system flags one of the picks as the first pick. If a pick contains only bill immediately items (such as virtual stored value card items, membership items, and subscription items), the system flags this pick as the first pick.

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 pick the system flags as the first pick.
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. However, if the Prorate Freight Charges (D39) system control value is selected and all of the items on the order are exempt from freight, the system applies any item and weight charges defined for the ship via to the pick the system flags as the first pick.

Note:

If the pick flagged as the first pick is NOT selected for the first pick slip generation run for the order, the system:

Updates the First pick field in the Pick Control Header table for the pick that is included in the pick slip generation run to Y and looks at the setting of the Prorate Freight Charges (D39) system control value to determine how to apply freight charges.
Updates the First pick field in the Pick Control Header table for the pick that was originally flagged as the first pick to N.

Recalculates tax: The system recalculates the tax for each pick created.

Creates a record in the Pick Control Header table: The system creates a record in the Pick Control Header table for each pick created for the order; see Creating Pre-Generated Picks for information on the fields that are updated. If the Split Special Handling Picks (L44) system control value is selected, the system creates a separate Pick Control Header record for all items on the order that contain a special handling code.

Creates a record in the Pick Control Detail table: The system creates a record in the Pick Control Detail table for each item on the order that qualifies for pick slip preparation; see Creating Pre-Generated Picks for information on the fields that are updated.

Creates a record in the Pick Stored Value Card table: The system creates a record in the Pick Store Value Card table for each physical stored value card item included on the pre-generated pick.

Viewing pre-generated picks: You can review pre-generated picks on the Display Pick Tickets for Order Screen in Order Inquiry. The status of the pick will be either G Generated No Authorization or H Generated Has Authorization; see Pick status for more information on how the system determines the status of the pre-generated pick.

Note:

Picks in a G or H status will not display on the Display Pick Tickets for Order Screen in Order Maintenance because the system removes these picks when you advance to Order Maintenance and does not recreate them until you accept or reject out of Order Maintenance.

Updates Reserved Order Lines for the Order

The system updates the Reserved Order Line table for the order:

Increments the Qty printed by the quantity on the Pick Control Detail.
Decrements the Qty remaining by the quantity on the Pick Control Detail.

You can review the reserved order lines on an order on the Display Reserved Order Lines Screen in Order Inquiry.

Note:

The system does not update the Qty printed in the Order Detail table during pick slip preparation; this update occurs during pick slip generation. You can review the quantity printed for an order detail line on the Order Inquiry Detail Screen.

Updates Authorizations for the Order

If the credit card payment on the order has been authorized, the system performs the following updates.

Determines if the authorization has expired: If the authorization for the credit card payment has expired, the system:

Updates the Status of the Authorization History record to E Expired.
Reduces the Amount authorized on the Order Payment Method by the expired authorization amount.
Reduces the Void Auths record by the expired authorization amount.

You can review authorizations in an E Expired status on the Display Authorization History Screen in Order Inquiry.

If the authorization for the credit card payment has NOT expired, the system performs the updates below.

Creates an Authorization History record if it does not yet exist: The record contains:

A Status of A Authorized if the credit card was authorized using online authorization, or G Generated if the credit card contains a manual authorization. Once a pick associated with a manual authorization is printed, the system updates the status to A Authorized.
The authorization date defined for the payment (or the current date if an authorization date was not defined).
The authorization number defined for the payment.
The authorization amount defined for the payment (or the Total Order Amount for the Pick Control Header if an authorization amount was not defined).

You can review authorizations in an A Authorized and G Generated status on the Display Authorization History Screen in Order Inquiry.

Creates an Authorization History Pick record: The system creates an Auth History Pick record for each pre-generated pick created for the order.

Creates an Order Transaction History record: A message similar to the following is created if a manual authorization exists on the order, where TST3442 is the authorization number, 99.99 is the authorization amount, and OEPICKAUTH is the user:

AUTH MANUAL AUTH# DETECTED - TST3442 99.99 OEPICKAUTH

You can review order history on the Display Order History Screen.

Updates authorizations for the Order Payment Method:

If the Pick status for the Pick Control Header record is H Generated Has Authorization, the system:

Removes the Authorization date, Authorization number, and Manual authorization amount from the Order Payment Method.
Updates the Amount authorized with the authorization amount.

If the Pick status for the Pick Control Header record is G Generated No Authorization, the system:

Retains the Authorization date, Authorization number, and Manual authorization amount for the Order Payment Method.
Does not update the Amount authorized.
Creates a record in the Void Auths table for the amount authorized.

You can review this information on the Display Order Pay Type Screen (1 of 2).

Creates a record in the Void Auths table: The system creates a record in the Void Auths table when:

The credit card payment on the order has been authorized, but the Pick status for the Pick Control Header record is G Generated No Authorization.
The Manual authorization amount for the Order Payment Method is greater than the Total Order Amount for the Pick Control Header; in this situation, the system takes the difference and creates a Void Auths record for the amount. Example: If the Manual authorization amount is 50.00 and the Total Order Amount is 30.00, the system creates a Void Auths record for 20.00.
The credit card payment on the order has been authorized, but the order is not eligible for pick slip preparation (for example, the order is placed on hold).

Splitting an Order Across Multiple Picks

The system splits an order into several pre-generated picks for any of the following reasons.

Important:

If you change an item in Work with Item/SKUs (MITM) or change a ship via in Working with Ship Via Codes (WVIA) after a pre-generated pick has been created, the system does not recreate the picks based on the updated information. You must change the order to trigger the system to remove and reapply pick slip preparation to the order.

Reason to Split an Order	Description
Different warehouse for item	An order line on the order is in a different warehouse than other order lines on the order, or a single order line on the order is reserved from multiple warehouses. Example: If item A123 is reserved in warehouse 1 and items B123 and C123 are reserved in warehouse 2, the system creates a Pick Control record for item A123 and a separate Pick Control record for items B123 and C123. NOTE: The system also creates a separate pick slip PDF document for picks based on warehouse; see Sorting Pick Slips into Separate PDF Documents.
Different ship via for item	An order line on the order is assigned to a different ship via than other order lines on the order. Example: If item A123 is assigned ship via 1 and items B123 and C123 are assigned ship via 2, the system creates a Pick Control record for item A123 and a separate Pick Control record for items B123 and C123. NOTE: The system also creates a separate pick slip PDF document for picks based on warehouse; see Sorting Pick Slips into Separate PDF Documents.
Special handling for item	An item on the order requires special handling or personalization. The system splits an order by special handling only if the Split Special Handling Picks (L44) system control value is selected. This system control value also works in conjunction with the setting of the Special Handling field on the Streamlined Pick Slip Generation Screen. Example: See the Split Special Handling Picks (L44) system control value for examples. NOTE: If the Split Special Handling Picks (L44) system control value is selected, the system also creates a separate pick slip PDF document for picks based on special handling; see Sorting Pick Slips into Separate PDF Documents.
Physical stored value card	An item on the order is flagged as a physical stored value card. The system creates a separate Pick Control record for each order line that has a physical stored value card. Also, if the physical stored value card item is set up as a ship alone item, the system creates a separate Pick Control record for each unit of a stored value card item on an order line. You can flag an item as a physical stored value card at the Create Item Screen or Change Item screen. Example: An order has the following order lines. The stored value cards are NOT flagged to ship alone. Order line 1: a physical stored value card for a quantity of 1. Order line 2: a physical stored value card for a quantity of 2. Order line 3: a regular item for a quantity of 1. Results: The system creates the following pre-generated picks: A separate pre-generated pick for the regular item. A separate pre-generated pick for the stored value card item for a quantity of 1. A separate pre-generated pick for the stored value card item for a quantity of 2. See Stored Value Card Purchase and Activation for more information on generating pick slips for stored value card items.
Ship alone item	An item on the order is flagged to ship alone. Example: An order has the following order lines: Order line 1: ship alone item for a quantity of 1. Order line 2: ship alone item for a quantity of 2. Order line 3: regular item for a quantity of 1. Results: The system creates the following pre-generated picks: A separate pre-generated pick for the regular item. A separate pre-generated pick for 1 unit of the ship alone item. A separate pre-generated pick for 1 unit of the ship alone item. A separate pre-generated pick for 1 unit of the ship alone item.
Hazardous item	An item on the order is flagged as hazardous. Example: An order has the following order lines: Order line 1: a hazardous item for a quantity of 1. Order line 2: a hazardous item for a quantity of 2. Order line 3: a regular item for a quantity of 1. Results: The system creates the following pre-generated picks: A separate pre-generated pick for the regular item. A separate pre-generated pick for all of the hazardous items.
Different location class for item	An item on the order has a different location class than other items on the order. NOTE: The system uses the location class defined at the item level. Example: An order has the following order lines: Order line 1: item A123 assigned location class AA. Order line 2: item B123 assigned location class BB. Order line 3: item C123 assigned location class AA. Results: The system creates the following pre-generated picks: A pre-generated pick for items A123 and C123 (location class AA). A separate pre-generated pick for item B123 (location class BB).
Ship-for-pickup order	The order is a ship-for-pickup order and the Create Separate Picks for Ship for Pickup Orders (L89) system control value is selected. Example: An order has the following order lines: Order line 1: item A123. Order line 2: item B123. Results: The system creates the following pre-generated picks: A pre-generated pick for item A123. A separate pre-generated pick for item B123. When you generate pick slips, the system submits each order line to Order Orchestration as a separate ship-for-pickup order. If the Create Separate Picks for Ship for Pickup Orders (L89) system control value is unselected and there is no other reason to split the pick slip, such as a ship-alone item, the system pre-generates a single pick and submits both order lines to Order Orchestration as a single order.

Creating Pre-Generated Picks

Pick Slip Preparation creates pre-generated picks in the Pick Control Header and Pick Control Detail tables when an order is created or changed. You can review pre-generated picks on the Display Pick Tickets for Order Screen.

Restrictions: The following options are not available until after you use Streamlined Pick Slip Generation (WSPS) to fulfill and print a pick slip:

You cannot confirm and bill shipments for a pre-generated pick using the Manually Confirming Shipments (MCON) menu option.
You cannot assign a number to a physical stored value card using the Working with Physical Stored Value Card Assignment (WPSA) menu option.
You cannot use the Generic Pick In API (Shipments, Voids, and Backorders) for a pre-generated pick.
For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).
Pre-generated picks do not display in the Displaying Pick Slip Generation Inquiry (DPSI) menu option.
The Printed field in the Reviewing Pending Orders (DOSS) menu option does not include pre-generated picks.
Pre-generated picks are not included in the Reviewing Operations Control Summary (FLSH) menu option.
Pre-generated picks are not included in the Ship Via/Item Inquiry (SVII) menu option.
Pre-generated picks are not included on the Operations Control Report (POCT).
Pre-generated picks are not included on the Carryover Report (PCOR).

Pick Control Header Updates for Pre-Generated Picks

Pick Slip Preparation updates the following fields in the Pick Control Header table for pre-generated picks. The remaining fields are not updated until you run pick slip generation for the order.

Subscription items: The system creates a separate pre-generated pick for a subscription item (the Subscription and Non-inventory fields for the item are selected). When you generate pick slips for the order, the system bills the subscription item immediately and indicates on the pick slip that the subscription is shipping separately. See Working with Item Subscriptions (WISB).

Membership items: The system creates a separate pre-generated pick for a membership item (the Membership field for the item is selected). When you generate pick slips for the order, the system bills the membership item immediately and indicates on the pick slip that the membership is shipping separately.

Field	Pick Slip Preparation Update
Pick control #	The system assigns the next available number from the PCH Control # number assignment wheel. NOTE: The system assigns a new pick control number when a pre-generated pick is created, including when a pre-generated pick is deleted and then recreated because the order was updated by a user or the system.
Pick status	Defines whether the pre-generated pick requires authorization during pick slip generation. G Generated No Authorization = The pick requires authorization during pick slip generation. The system updates the pick status to G if: A credit card payment method with another payment method exists on the order. Multiple recipients exist on the order. The Use Auto Authorization Interface (C14) system control value is selected and the order has a single credit card payment that: does not have a valid authorization. has an online or manual authorization that has expired. has an online or manual authorization that does not cover the amount on the pre-generated pick. is associated with a credit card authorization reversal. has an online authorization whose status is not A Authorized. H Generated Has Authorization = The pick can bypass authorization processing during pick slip generation. The system updates the pick status to H if: The Use Auto Authorization Interface (C14) system control value is unselected. A pay category 2 Credit Card payment does not exist on the order. The order total (merchandise amount + freight + tax + handling + additional charges + additional freight) for the order ship to is zero. The Use Auto Authorization Interface (C14) system control value is selected and the order has a single recipient and credit card payment with a valid online or manual authorization (authorization status = A) that covers the amount on the pre-generated pick. NOTE: If an authorization amount is not defined for the manual authorization, the system uses the order total as the authorization amount. The Use Auto Authorization Interface (C14) system control value is selected and the order has a single credit card payment whose pay type does not have an authorization service defined. The order is a ship for pickup order (the OST OBR delivery type field in the Order Ship To table is set to S), the Payment at POS for Ship for Pickup Orders (L60) system control value is selected, and the order type does not match the order type defined in the Order Type for Special Orders (L15) system control value. NOTE: When Selecting Pre-Generated Picks for Pick Slip Generation, the system looks at Authorization History to determine if any picks in an H Generated Has Authorization status are associated with an expired authorization, and if so, the system changes the status of the pick to G Generated No Authorization.
Billing batch #	The system does not assign a billing batch number to a pre-generated pick; the system assigns a billing batch number to the pick during pick slip generation; see Selecting Pre-Generated Picks for Pick Slip Generation.
Date and Time of last update	The date and time when the system created the pre-generated pick. The system updates this field when a pre-generated pick is created, including when a pre-generated pick is deleted and then recreated because the order was updated by a user or the system.
Generation type	Defines whether the pick contains an item that requires special handling or whether the pick is billed immediately after pick slip generation. R Regular = The pick does not contain an item that requires special handling and is billed after the shipment is confirmed. S Special Handling = The pick contains an item that requires special handling and is billed after the shipment is confirmed. I Bill Immediately = The pick is confirmed and billed immediately after pick slip generation.
PO #	The purchase order number assigned to the order.
Merch	The merchandise amount on the pre-generated pick.
Freight	The freight amount on the pre-generated pick.
Add’l freight	The additional freight amount on the pre-generated pick.
Add’l charges	The additional charge amount on the pre-generated pick.
Handling	The handling amount on the pre-generated pick.
Tax	The tax amount on the pre-generated pick.
GST	The GST tax amount on the pre-generated pick.
PST	The PST tax amount on the pre-generated pick.
Total Order Amount	The total amount on the pre-generated pick.
First pick	Indicates whether this is the first pick for the order. Y = This is the first pick for the order. N = This is not the first pick for the order.
Order #	The order number associated with the pre-generated pick.
Ship to #	The order ship to associated with the pre-generated pick.
Ship via code	The shipper assigned to the pre-generated pick.
Last update by user	The process that created the Pick Control Header record.
Customer #	The sold to customer number on the order.
Warehouse	The warehouse assigned to the pre-generated pick. The system uses this warehouse during Pick Slip Allocation Processing.
Drop point	The drop point specified for the warehouse or for the warehouse/ship via/SCF combination if you are using zone skipping. See the Work with Ship Via Indicia Screen for an overview.
Country	The country code for the shipping address on the pick.
State	The state code for the shipping address on the pick.
Prefix First Name Initial Last Name Suffix	The prefix, first name, middle initial, last name and suffix of the ship to customer on the pick.
Apartment	The apartment for the shipping address on the pick.
Address line 2	The second address line for the shipping address on the pick.
City	The city for the shipping address on the pick.
Zip	The postal code for the shipping address on the pick.
Delivery code	Defines whether the shipping address is a residential or business address. B = Business address. R = Residential address. N = No distinction.
PO Box?	Defines whether the shipping address is a post office box. Y = The address is a post office box. N = The address is not a post office box.

Pick Control Detail Updates for Pre-Generated Picks

Pick Slip Preparation updates the following fields in the Pick Control Detail table for pre-generated picks. The remaining fields are not updated until you run pick slip generation for the order. The system creates a record in the Pick Control Detail table for each shippable line on the order that qualifies for pick slip preparation.

Backordered and drop ship items: The system does not create a Pick Control Detail record for any items on backorder or that are flagged as drop ship until you run pick slip generation for the order.

Non-inventory items: The system:

Does not create a pre-generated pick for a non-inventory item if all other items on the order are backordered; when one or more backordered items are available, the system creates a pre-generated pick for the non-inventory item as well as for the available item(s).
Creates a pre-generated pick for a non-inventory item if all other items on the order are not selected for pick slip preparation; see Selecting Order Lines for Pick Slip Preparation.

Coordinate-grouped items: The system does not create a pre-generated pick for order lines that are assigned the same coordinate group number until all of the coordinate grouped lines are eligible for pick slip preparation.

Field	Pick Slip Preparation Update
Line #	The pick line number assigned to a shippable order line on the order.
Original qty printed	The quantity available to ship on the pick.
Qty printed	The same as the original quantity printed.
Affect inventory	Defines whether shipping the item affects the inventory count. Y = Affect inventory. N = Do not affect inventory.
Price	The single-unit selling price of the item after applying any repricing or discounts.
PCD Extension	The selling price times the printed quantity.
Freight charge	The freight charge for the item on the pick. Included only if there is a printed quantity and the source code uses an item-level freight method.
Spec Handling $	The total special handling charges for the item.
Gift Charge	The total giftwrap charge.
Qty Ordered	The original quantity ordered for the order detail line.
Tax	The total tax amount for the item on the pick.
GST	The total GST tax amount for the item on the pick.
PST	The total PST tax amount for the item on the pick.
Order #	The order number associated with the pick.
Ship to #	The order ship to associated with the pick.
Seq #	The order line sequence number.
ITM Number	A code for the item on the pick.
SKU Code	A code for the item’s unique characteristics, such as color and size, on the pick.
Add’l chg code	The additional charge code related to special handling for the item on the pick.

Removing Pick Slip Preparation from an Order

The system REMOVES any pick slip preparation that may have already occurred when you or the system changes an order; see When is Pick Slip Preparation Performed? to review when the system removes pick slip preparation from an order.

The system:

Deletes the pre-generated picks for the order in the Pick Control Header, Pick Control Detail, Pick Control Label, and Pick Stored Value Card tables that are in a G Generated No Authorization or H Generated Has Authorization status, across all order ship tos.
Resets the Qty printed and Qty remaining fields for the order in the Reserved Order Lines table.
If pick slips have not been generated for the order and the order contains an online authorization:
- Retains records for the order in the Authorization History table that are in a status other than G Generated.
- Updates the Amount authorized in the Order Payment Method table to 0.00.
- Creates a record in the Void Auths table for the amount authorized in the Authorization History table.
If pick slips have not been generated for the order and the order contains a manual authorization:
- Deletes records for the order in the Authorization History table that are in a G Generated status (the system retains records in any other status).
- Removes any message for the order in the Order Transaction History table regarding a manual auth detected.
- Restores any manual authorization information for the order in the Order Payment Method table.
- Deletes any records for the order payment in the Void Auths table.

Note:

After removing pick slip preparation from an order and updating the order with any changes, the system evaluates the order to determine if it is eligible for pick slip preparation, and if it is, the system RE-APPLIES pick slip preparation to the order; see Pick Slip Preparation when an Order is Maintained.

Pick Slip Preparation Examples

Examples of how the system performs pick slip preparation when an order is created or updated are described below.

Example 1: Pick Slip Preparation when Order is Created with no Authorization

You create an order that contains the following information:

Order Header:

Arrival date = today’s date
Ship via = 1

Order Detail:

Line#	Item	Status	Arrival Date	Reserve Qty	Ship Via	Whs
1	A1	Open	today’s date	1	1	1
2	B1	Open	today’s date	2	1	1
3	C1	Backorder	today’s date	0	1	1

Order Payment:

Pay category	Authorization Date	Authorization Amount
2 Credit Card	blank	blank

Pick slip preparation: When you accept the order, the order does not go on hold. The system:

Creates one pre-generated pick for the order in a G Generated No Authorization status:

Pick Control#	Status	Last Update	Gen Type	First Pick	Whs	Ship Via
5051	G	Current date	R Regular	Y	1	1

Creates two pick control details for the pre-generated pick:

Pick Control#	Item	Qty Printed
5051	A1	1
5051	B1	2

Updates the Qty printed and Qty Remaining for the reserved order lines on the order:

Line#	Whs	Reserved	Printed	Remaining	Reservation Date
1	1	1	1	0	today’s date
2	1	2	2	0	today’s date

Pick slip generation: When you process pick slip generation for the order, the system:

Assigns a billing batch number to the pick.
Updates the Date last update to the date when pick slip generation is run.
Updates the Date printed to the date when pick slip generation is run.
Updates the Status of the pick from G Generated No Authorization to 1 Waiting for Authorization.
Performs batch authorization for the pick; see Authorizations During Pick Slip Generation.
Determines which item/locations to reserve stock from in order to fulfill the quantity required for the pick; see Allocating Stock.
Sorts the picks 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 picks in the pick slip generation run. See Sorting Pick Slips into Separate PDF Documents and Pick Slip Sort within a Pick Slip PDF Document.
Groups the picks into documents for printing; see Generating and Printing Pick Slips.

Example 2: Pick Slip Preparation when Order is Created with Online Authorization

You create an order that contains the following information:

Order Header:

Arrival date = today’s date
Ship via = 1
Order total = 100.00

Order Detail:

Line#	Item	Status	Arrival Date	Reserve Qty	Ship Via	Whs
1	A1	Open	today’s date	1	1	1
2	B1	Open	today’s date	2	1	1
3	C1	Backorder	today’s date	0	1	1

Order Payment:

Pay category	Authorization Date	Authorization Amount
2 Credit Card	today’s date	110.00 (10.00 greater than order amount)

Pick slip preparation: When you accept the order, the order does not go on hold. The system:

Creates one pre-generated pick for the order in an H Generated Has Authorization status:

Pick Control#	Status	Last Update	Gen Type	First Pick	Whs	Ship Via
5052	H	Current date	R Regular	Y	1	1

Creates two pick control details for the pre-generated pick:

Pick Control#	Line#	Qty Printed	Item
5052	1	1	A1
5052	2	2	B1

Updates the Qty printed and Qty Remaining for the reserved order lines on the order:

Line#	Whs	Reserved	Printed	Remaining	Reservation Date
1	1	1	1	0	today’s date
2	1	2	2	0	today’s date

Updates authorizations history for the order:

Status	Auth Amt	Auth#	Auth Date
A Authorized	110.00	TST1	today’s date

Updates the Order Payment Method:

Removes the Authorization date, Authorization number, and Manual authorization amount.
Updates the Amount authorized with the authorization amount.

Creates a Void Auths record for 10.00 since the authorization amount (110.00) is greater than the order total (100.00).

Pick slip generation: When you process pick slip generation for the order, the system:

Assigns a billing batch number to the pick.
Updates the Date updated to the date when pick slip generation is run.
Updates the Date printed to the date when pick slip generation is run.
Updates the Status of the pick from H Generated Has Authorization to 2 Authorized.
Skips batch authorization for the pick.
Determines which item/locations to reserve stock from in order to fulfill the quantity required for the pick; see Allocating Stock.
Sorts the picks 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 picks in the pick slip generation run. See Sorting Pick Slips into Separate PDF Documents and Pick Slip Sort within a Pick Slip PDF Document.
Groups the picks into documents for printing; see Generating and Printing Pick Slips.

Example 3: Pick Slip Preparation when Order is Created with Manual Authorization

You create an order that contains the following information:

Order Header:

Arrival date = today’s date
Ship via = 1
Order total = 100.00

Order Detail:

Line#	Item	Status	Arrival Date	Reserve Qty	Ship Via	Whs
1	A1	Open	today’s date	1	1	1
2	B1	Open	today’s date	2	1	1
3	C1	Backorder	today’s date	0	1	1

Order Payment:

Pay category	Authorization Date	Authorization Amount
2 Credit Card	today’s date	110.00 (10.00 greater than order amount)

Pick slip preparation: When you accept the order, the order does not go on hold. The system:

Creates one pre-generated pick for the order in an H Generated Has Authorization status:

Pick Control#	Status	Last Update	Gen Type	First Pick	Whs	Ship Via
5053	H	Current date	R Regular	Y	1	1

Creates two pick control details for the pre-generated pick:

Pick Control#	Line#	Qty Printed	Item
5053	1	1	A1
5053	2	2	B1

Updates the Qty printed and Qty Remaining for the reserved order lines on the order:

Line#	Whs	Reserved	Printed	Remaining	Reservation Date
1	1	1	1	0	today’s date
2	1	2	2	0	today’s date

Updates authorizations history for the order:

Status	Auth Amt	Auth#	Auth Date
G Generated	110.00	TST1	today’s date

Creates an order transaction history message for the manual authorization:

Type	Transaction Note	Amount	User
AUTH	MANUAL AUTH# DETECTED - TST1	110.00	OEPICKAUTH

Updates the Order Payment Method:

Removes the Authorization date, Authorization number, and Manual authorization amount.
Updates the Amount authorized with the authorization amount.

Creates a Void Auths record for 10.00 since the authorization amount (110.00) is greater than the order total (100.00).

Pick slip generation: When you process pick slip generation for the order, the system:

Assigns a billing batch number to the pick.
Updates the Date updated to the date when pick slip generation is run.
Updates the Date printed to the date when pick slip generation is run.
Updates the Status of the pick from H Generated Has Authorization to 2 Authorized.
Skips batch authorization for the pick.
Determines which item/locations to reserve stock from in order to fulfill the quantity required for the pick; see Allocating Stock.
Sorts the picks 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 picks in the pick slip generation run. See Sorting Pick Slips into Separate PDF Documents and Pick Slip Sort within a Pick Slip PDF Document.
Groups the picks into documents for printing; see Generating and Printing Pick Slips.

Example 4: Pick Slip Preparation when an Order is Maintained

You create an order that contains the following information:

Order Header:

Arrival date = today’s date
Ship via = 1
Order total = 100.00

Order Detail:

Line#	Item	Status	Arrival Date	Reserve Qty	Ship Via	Whs
1	A1	Open	today’s date	1	1	1
2	B1	Open	today’s date	2	1	1
3	C1	Backorder	today’s date	0	1	1

Order Payment:

Pay category	Authorization Date	Authorization Amount
2 Credit Card	today’s date	110.00 (10.00 greater than order amount)

Pick slip preparation: When you accept the order, the order does not go on hold. The system:

Creates one pre-generated pick for the order in an H Generated Has Authorization status:

Pick Control#	Status	Last Update	Gen Type	First Pick	Whs	Ship Via
5054	H	Current date	R Regular	Y	1	1

Creates two pick control details for the pre-generated pick:

Pick Control#	Line#	Qty Printed	Item
5054	1	1	A1
5054	2	2	B1

Updates the Qty printed and Qty Remaining for the reserved order lines on the order:

Line#	Whs	Reserved	Printed	Remaining	Reservation Date
1	1	1	1	0	today’s date
2	1	2	2	0	today’s date

Updates authorizations history for the order:

Status	Auth Amt	Auth#	Auth Date
G Generated	110.00	TST1	today’s date

Creates an order transaction history message for the manual authorization:

Type	Transaction Note	Amount	User
AUTH	MANUAL AUTH# DETECTED - TST1	110.00	OEPICKAUTH

Updates the Order Payment Method:

Removes the Authorization date, Authorization number, and Manual authorization amount.
Updates the Amount authorized with the authorization amount.

Creates a Void Auths record for 10.00 since the authorization amount (110.00) is greater than the order total (100.00).

Maintain order: You advance to Order Maintenance for the order. As soon as you advance to Order Maintenance for the order, the system removes all pick slip preparation from the order.

You add an item to the order.

Order Detail:

Line#	Item	Status	Arrival Date	Reserve Qty	Ship Via	Whs
1	A1	Open	today’s date	1	1	1
2	B1	Open	today’s date	2	1	1
3	C1	Backorder	today’s date	0	1	1
4	D1	Open	today’s date	1	1	2

Pick slip preparation: When you accept the order, the order does not go on hold. The system:

Because the new item added to the order has a different warehouse, the system creates two pre-generated picks for the order in a G Generated No Authorization status (since the authorization amount no longer covers the shippable amount on the order):

Pick Control#	Status	Last Update	Gen Type	First Pick	Whs	Ship Via
5055	G	Current date	R Regular	Y	1	1
5056	G	Current date	R Regular	N	2	1

Creates two pick control details for the first pre-generated pick and 1 pick control detail for the second pre-generated pick:

Pick Control#	Line#	Qty Printed	Item
5055	1	1	A1
5055	2	2	B1
5056	4	1	D1

Updates the Qty printed and Qty Remaining for the reserved order lines on the order:

Line#	Whs	Reserved	Printed	Reservation Date
1	1	1	1	today’s date
2	1	2	2	today’s date
4	1	1	1	today’s date

Updates authorizations history for the order:

Status	Auth Amt	Auth#	Auth Date
G Generated	110.00	TST1	today’s date

Creates an order transaction history message for the manual authorization:

Type	Transaction Note	Amount	User
AUTH	MANUAL AUTH# DETECTED - TST1	110.00	OEPICKAUTH

Updates the Order Payment Method:

Removes the Authorization date, Authorization number, and Manual authorization amount.
Updates the Amount authorized with the authorization amount.

Creates a Void Auths record for 10.00 since the authorization amount (110.00) is greater than the order total (100.00).

Pick slip generation: When you process pick slip generation for the order, the system:

Assigns a billing batch number to each pick.
Updates the Date updated to the date when pick slip generation is run.
Updates the Date printed to the date when pick slip generation is run.
Updates the Status of the pick from G Generated No Authorization to 1 Waiting for Authorization.
Performs batch authorization for each pick.
Determines which item/locations to reserve stock from in order to fulfill the quantity required for the pick; see Allocating Stock.
Sorts the picks 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 picks in the pick slip generation run. Because a different warehouse is defined for each pick, the system sorts the picks into separate pick slip PDF documents. See Sorting Pick Slips into Separate PDF Documents and Pick Slip Sort within a Pick Slip PDF Document.
Groups the picks into documents for printing; see Generating and Printing Pick Slips.

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 topic:

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.

#	Step
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.
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

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:

# Step

#	Step
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.

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.

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.

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:

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

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 DCreating 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.
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.

Property Related to Pick Slip Generation

Checking for authorizations: The CHECK_AUTHS_IN_PICKS property controls whether you can generate pick slips if generate pick slips when records exist for your company in the CC Authorization Transaction table. See this property for more information.

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 Orchestration Drop Ship system control values: See Drop Ship Integration Values (H20) for a list of the system control values related to the Order Orchestration 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 Order Orchestration: 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 Order Orchestration. See Ship-for-Pickup Orders for an overview.

Checking status for retail pickup or delivery orders: If a retail pickup or delivery order from Order Orchestration is selected for pick slip generation, the process sends a status inquiry or status list request to Order Orchestration to confirm that the order has not been canceled since the last update on its status was received, or that it is not currently under review. See Retail Pickup (including Ship-for-Pickup) or Delivery Orders for an overview, and see Use OROB Status Inquiry List Web Service (M05) for details.

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.

Includes drop ship or brokered items? If the order includes a drop ship or brokered order line as well as a backordered line, as well as any pickable lines:

If none of the lines have been authorized, the system obtains an authorization for all order lines.
If the drop ship or brokered lines have been authorized, the system obtains an authorization only for the backordered or pickable lines.

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.

If the order includes drop ship items: The system does not include any drop ship items in the amount requiring authorization for pick slip generation. However, when you use Selecting Vendors for Drop Ship Processing (MDSP), the system includes all items when determining the amount for the authorization request.

If a new authorization is required and an authorization for a previous shipment has expired: If there is an expired authorization for a previously generated pick slip, and a new authorization is required for the pick slip that is now being generated, the system authorizes the amount for the new pick slip, excluding the amount for previously generated pick slip. In this case, the amount of the expired authorization is authorized while the full amount is deposited through Processing Auto Deposits (SDEP).

Example: Item 1 on an order was authorized for 10.00 and the pick slip generated, but the authorization has since expired. A pick slip is now generated for item 2 for 15.00, and the amount authorized at this time is 15.00. During deposit processing, the 10.00 is authorized, and 25.00 is deposited.

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.
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 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, each with an authorization amount of $100.00.

Pick Slip	Shipment Amount
1	$25.00
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.

Important:

In Order Management System 21.0 or higher, or Order Administration, you cannot select the Consolidated Invoice system control value if it is not already selected. If the system control value is currently selected (set to Y) and you deselect it (change it to N or blank), you cannot then change it back to selected. The option to consolidate invoices will be removed at a later date.

If the Consolidated Invoice 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 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 Manage Held Orders in Modern View online help.

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 Administration 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.

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

BCD

CDE

1.234

3.111

4.0

3.111

4.25

2.468 + 3.111 + 4.25 = 9.829

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

BCD

CDE

2.1

5.4

11.0

5.4

11.6

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

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.

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 for item ABC and ship via codes 1 and 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:

Setting	Example
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:

Setting	Example
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:

Setting	Example
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

BCD

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 #
1	regular item resulting in allocation error	in-stock	1
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

Result for all:

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.

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.

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

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 set to CANCELED or ALL, and
the Message Version Number property is higher than 4.0

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

During streamlined allocation, the system:

#	Step
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:
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.

#	Step
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 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

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)

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 unselected.

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.

#	Step
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

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.

#	Step
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

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:

Company
Printed
Warehouse
Billing Batch #
Ship Via Priority in descending order
Special handling status in descending order
Gift Pick in descending order
Foreign Country in descending order
Single Line in descending order
Zone 1
Zone 2
Zone 3
Zone 4
Zone 5
Zone 6
Picking Sequence Array
Location
Item
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 (My Forms); 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.KBROWN.20090804.103001456_002.PDF indicates this is a pick slip PDF document generated by user KBROWN 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.

Single line pick slips.
Multi line pick slips.

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

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.
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.

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

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

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.
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.

Single line pick slips with a foreign shipping address.
Multi line pick slips with a foreign shipping address.
Single line pick slips with a domestic shipping address.
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:

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.
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.

Single line pick slips for gift orders with a foreign shipping address.
Multi line pick slips for gift orders with a foreign shipping address.
Single line pick slips for gift orders with a domestic shipping address.
Multi line pick slips for gift orders with a domestic shipping address.
Single line pick slips for non-gift orders with a foreign shipping address.
Multi line pick slips for non-gift orders with a foreign shipping address.
Single line pick slips for non-gift orders with a domestic shipping address.
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:

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.
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	Picking Sequence 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	Picking Sequence 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	Picking Sequence 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.

#	Step
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:

Creates a cart batch # of 1.
Assigns a bin # of 1 to the first pick slip in the Sorted Pick Sort GH Table.
Continues adding pick slips to cart batch # 1 until the bin # reaches 999.
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	# of 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

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
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.

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.
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 (My Forms); 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.

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 main set 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 main set item with one of the component items in order to avoid printing the main set item on its own pick slip. The total for the set prints on one pick slip.
Cart/Bin Batch Picking Pullsheet: The system prints the main set item and set components on this report. The system includes the quantity of the main set 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 main set items + 2 component 1 items + 4 component 2 items).
Batch Item Pull Label: The system prints a batch item pull label for the main set item and set component items.
Batch Pull Sheet Item Summary Report: The system prints the main set item and set component on this report. A location displays for the set component items, but not the main set 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 main set 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:

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 Use Cart/Bin Picking? (B38) 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 acknowledgments 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 this report 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.

Confirming and Billing Shipments

Topics in this part:

Manually Confirming Shipments (MCON) describes how to confirm shipments manually, or interactively, using the pick control number, billing batch number (without exceptions), and billing batch number (with exceptions).
Reprinting and Voiding Pick Slips (WVRP or WSVP) explains how to reprint and void a single pick slip or a range of pick slips.
Void Pick Batch (WSVP)
Printing the Fill Rate Reports (PFRR) provides report samples and descriptions of the Fill Rate, Shipment Summary, and Backorder Summary reports.

Drop Ship Pick Slip/Invoice

Purpose: The drop ship pick slip/invoice lists item and retail price information for a drop ship order.

How to print: The system generates the drop ship pick slip/invoice when you process drop ship pick slips or drop ship purchase orders at the Select Vendors for Drop Ship Screen. Purchase order receiving also generates a drop ship pick slip/invoice if the Print Drop Ship Invoice at time of Purchase Order Receiving (F10) system control value is selected.

Working with forms: See Forms Management (My Forms) for information on displaying or printing drop ship pick slips and other forms.

Note:

The information presented here is included on your drop ship pick slip/invoice only if your print program supports it. The Drop Ship Pick Print Program (E92) system control value identifies the pick slip printing program to use for drop ship orders. The standard program for drop ship pick slips is the same as the standard program for regular pick slips (PICKG for the graphical pick slip).

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

Sample pick slip: See the Pick Slip.

Contents: The INPUT_TYPE setting for your pick slip form in Working with Customer Properties (PROP) indicates the means by which your drop ship pick printing program obtains the data to print on the pick slip form. Each option is available only if your drop ship pick printing program supports it. Valid values are:

XML = The program uses the Pick Message from Order Administration (CWPickOut) to generate the drop ship pick slip.
DB = The program queries the database to generate the drop ship pick slip. The INPUT_TYPE setting for the standard printing program PICKG is DB.

For more information see the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1).

Drop Ship Pick Slip Sold To Label (ORDERED By)	Comments
Logo	You can include a company logo or an entity logo. See Setting Up Company Logos for Forms and the Print Entity Image (K35) system control value for background and setup information.
Order Number and Ship To Number	The order number and the ship-to number, separated by a hyphen. The ship to number is set to 1 if there is only one shipping address. From the order_nbr and order_shipto_nbr attributes in the Pick Message from Order Administration (CWPickOut) or the Order # and Ship to # fields in the Pick Control Header table.
Barcode	Formatted as `012-0003702-02`, where `012` is the company number, `0003702` is the pick control number, and `02` is the label number. The BARCODE_IMAGE value for the PICKG and PICKDBG (graphical pick slip) settings in Working with Customer Properties (PROP) controls whether the system prints a barcode on the drop ship pick slip. From the CMP Company, PCH Control #, and PCL Label Number fields in the Pick Control Label table.
Generation Date	The date the drop ship pick slip was generated. From the date_printed attribute in the V or the PCH Date printed field in the Pick Control Header table.
Sold To sold to name and address	The sold-to name and address has the label ORDERED BY: and is enclosed in a rounded box on the base graphical drop ship pick slip. Includes the following: Company name: The company name for the address of the sold to customer. From the sold_to_company attribute in the Pick Message from Order Administration (CWPickOut) or the NAM Company name field in the Customer Sold To table. First name, middle initial, last name: The first name, middle initial, and last name of the sold to customer. From the sold_to_fname, sold_to_initial, and sold_to_lname attributes in the Pick Message from Order Administration (CWPickOut) or the NAM First name, NAM Initial, and NAM Last name fields in the Customer Sold To table. Address line 1 and Apartment: The street address and apartment for the address of the sold to customer. From the sold_to_addr1 and sold_to_apt attributes in the Pick Message from Order Administration (CWPickOut) or the NAM Street address and NAM Apartment fields in the Customer Sold To table. Address line 2: The second address line for the address of the sold to customer. From the sold_to_addr2 attribute in the Pick Message from Order Administration (CWPickOut) or the NAM Address line 2 field in the Customer Sold To table. Note: Address lines 3 and 4 do not print on the drop ship pick form. City, state, postal code: The city, state code, and zip code for the address of the sold to customer. From the sold_to_city, sold_to_state, and sold_to_postal_code attributes in the Pick Message from Order Administration (CWPickOut) or the NAM City, NAM State, and NAM Zip fields in the Customer Sold To table. Country description: The country name for the address of the sold to customer. From the sold_to_country_name attribute in the Pick Message from Order Administration (CWPickOut) or the Country description field in the Country table. Note: The country name prints only if you are shipping to a country other than the default specified in the Default Country for Customer Address (B17) system control value.
Drop Ship Pick Slip Ship To Label	A separate drop ship pick slip prints for each ship to customer on the order.
Logo	See Setting Up Company Logos for Forms for setup information.
Barcode	Formatted as `012-0003702-02`, where `012` is the company number, `0003702` is the pick control number, and `01` is the label number. The BARCODE_IMAGE value for the PICKG and PICKDBG (graphical pick slip) settings in Working with Customer Properties (PROP) controls whether the system prints a barcode on the pick slip. From the CMP Company, PCH Control #, and PCL Label Number fields in the Pick Control Label table.
Order Number and Ship To Number	The order number and the ship-to number, separated by a hyphen. The ship to number is set to 1 if there is only one shipping address. From the order_nbr and order_shipto_nbr attributes in the Pick Message from Order Administration (CWPickOut) or the Order # and Ship to # fields in the Pick Control Header table.
Billing Batch Number and Cart Batch Number	The billing batch number assigned by the system to a group of pick slips and the cart batch number assigned to the pick slip. See Using Cart/Bin Picking. From the billing_batch_nbr and cart_batch_nbr attributes in the Pick Message from Order Administration (CWPickOut) or the PCH Billing batch # and PCH Cart batch # fields in the Pick Control Header table.
Ship To ship to name and address	The ship to name and address can be an order-level shipping address, a permanent customer ship to address, a recipient sold to customer, or the sold to customer on the order. See Assigning an Order Shipping Address, Using a Permanent Shipping Address in Order Entry, Adding a Recipient Order in Order Entry, and Entering Orders for more information. Includes the following: Company: The company name for the address of the ship to customer. From the ship_to_company attribute in the Pick Message from Order Administration (CWPickOut) or the NAM Company name in the Pick Control Header table. First name, middle initial, last name: The first name, middle initial, and last name of the ship to customer. From the ship_to_fname, ship_to_initial, and ship_to_lname attributes in the Pick Message from Order Administration (CWPickOut) or the NAM First Name, NAM Initial, and NAM Last Name fields in the Pick Control Header table. Address line 1 and Apartment: The street address and apartment for the address of the ship to customer. From the ship_to_addr1 and ship_to_apt attributes in the Pick Message from Order Administration (CWPickOut) or the NAM Street Address and NAM Apartment fields in the Pick Control Header table. Address line 2: The second address line for the address of the ship to customer. From the ship_to_addr2 attribute in the Pick Message from Order Administration (CWPickOut) or the NAM Address Line 2 field in the Pick Control Header table. NOTE: Address lines 3 and 4 do not print on the drop ship pick form. City, state, postal code: The city, state code, and zip code for the address of the ship to customer. From the ship_to_city, ship_to_state, and ship_to_postal_code attributes in the Pick Message from Order Administration (CWPickOut) or the NAM City, NAM State, and NAM Postal Code Scan fields in the Pick Control Header table. Country description: The country name for the address of the ship to customer. From the ship_to_country_name attribute in the Pick Message from Order Administration (CWPickOut) or the Country description field in the Country table. NOTEThe country description prints only if you are shipping to a country other than the default specified in the Default Country for Customer Address (B17) system control value. If the Default Country for Customer Address (B17) system control value is blank and the country for the ship to address is the United States of America, the system truncates the country to `United States of`
Generation Date	The date the pick slip was generated. From the date_printed attribute in the Pick Message from Order Administration (CWPickOut) or the PCH Date printed field in the Pick Control Header table.
Customer #	The number assigned by the system to identify the sold-to customer on the order. From the sold_to_customer_nbr attribute in the Pick Message from Order Administration (CWPickOut) or the CST Customer # field in the Pick Control Header table.
Ship Via Description	The first 10 positions of the ship via description, such as `UPS` or `Fed Ex`. From the ship_via_desc attribute in the Pick Message from Order Administration (CWPickOut) or the VIA Shipper Name field in the Ship Via table.
Order Level Message	The first four order level messages on the order whose Print flag is set to Print on Both or Print on Picks. See the Work with Order Messages Screen for more information on order level messages. From the msg attribute in the Pick Message from Order Administration (CWPickOut) for msg_type OH or the OMS Message field in the Order Message table.
Drop Ship Pick Slip Header Information
Date Of Order	The date the order was placed. From the order_date attribute in the Pick Message from Order Administration (CWPickOut) or the OHD Order date field in the Order Header table.
Purchase Order No.	The purchase order number, if any, that was provided by the sold-to customer. You can enter a purchase order number on the Work with Order screen in order entry. From the po_nbr attribute in the Pick Message from Order Administration (CWPickOut) or the PCH PO # field in the Pick Control Header table.
Source Code	The source code from the order header. From the source attribute in the Pick Message from Order Administration (CWPickOut) or the OHD SRC Source code field in the Order Header table.
Packer	Not currently implemented.
Shipped Via	The first 10 positions of the ship via description, such as `UPS` or `Fed Ex`. From the ship_via_desc attribute in the Pick Message from Order Administration (CWPickOut) or the VIA Shipper Name field in the Ship Via table.
Customer No.	The number assigned by the system to identify the sold-to customer. From the sold_to_customer_nbr attribute in the Pick Message from Order Administration (CWPickOut) or the CST Customer # field in the Pick Control Header table.
Order No.	The order number associated with the drop ship pick slip. From the order_nbr attribute in the Pick Message from Order Administration (CWPickOut) or the Order # field in the Order Ship To table.
Page No.	The number of this drop ship pick slip page.
Drop Ship Pick Slip Detail Information	The system uses the Pick Location table to determine the sequence in which to display the pick slip details on the pick slip. Pick slip details print on the pick slip in zone, location picking sequence number, location, line number sequence. NOTE: Each item prints on a separate drop ship pick slip if the Allow Only Single Line on Drop Ship Pick (C82) system control value is selected. Also, if the Print One Drop Ship Invoice per Ship Alone Item (E38) system control value is selected, a separate drop ship pick slip prints for each unit of a ship-alone item.
Line No.	A unique number to identify the pick slip line number for the item. From the pick_line_nbr attribute in the Pick Message from Order Administration (CWPickOut) or the PCD Line # field in the Pick Control Detail table.
Items Ordered	The number of units ordered on the order line. From the qty_ordered attribute in the Pick Message from Order Administration (CWPickOut) or the ODT qty ordered field in the Order Detail table.
Items Shipped	The quantity of the item to ship on this pick slip. NOTE: The system highlights the quantity if it is greater than 1. If this is a ship-alone item and the Print One Drop Ship Invoice per Ship Alone Item (E38) system control value is selected, a separate drop ship pick slip prints for each unit. From the qty_printed attribute in the Pick Message from Order Administration (CWPickOut) or the PCD Original qty printed field in the Pick Control Detail table.
Backordered	This field is not currently used for drop ship pick slips.
Location Code	The location in the warehouse where the item is picked. Included only for items shipping on this pick slip. From the whse_location attribute in the Pick Message from Order Administration (CWPickOut) or the Location field in the Pick Location table.
Item Number	A code that represents a unit of inventory. A SKU code, such as `RED MEDM`, prints below the item number if the item contains SKUs. NOTE: The item may have been ordered using a different item number if it is part of a set, or if it was ordered by alias. From the item and sku attributes in the Pick Message from Order Administration (CWPickOut) or the ITM Number and SKU Code in the Pick Control Detail table. Set items: If the main set item or its 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`. The system includes the main set item with a component item that is assigned to the same ship via in order to avoid printing the main set item on its own pick slip. If the main set item and its component items are not flagged to ship alone, the main set item and components print on the same pick slip as the other items. The total for the set prints on one pick slip. For more information on set items, see Entering Set Information (WSET). Gift wrap: The message `GIFT WRAP` prints on a separate line if the item is flagged for gift wrap. The gift wrap charge is indicated in the Unit price and Extension columns. Special handling instructions: A detailed description of any special handling option, such as color, material, monogramming, engraving, style, or size prints underneath any item to receive special handling. The special handling charge is included in the Shipping & Handling total on the pick slip. Custom special handling information that prints on the pick slip is the special handling option, the customer response, and the special handling charge. Standard special handling instructions are preceded by the description of the additional charge code you use to identify standard special handling. Item or SKU comments: Only comments flagged to Print on picks and invoices or Print on picks only print on the pick slip. Comments can be entered at the base item level or SKU level by selecting Comments for an item at the Work with Items Screen. Order line message: Order line messages flagged to Print on Both or Print on Picks print on the pick slip. You can enter an order line message by selecting Messages for an item at the Work with Order Lines screen.
Description	A description of the item. A description of the SKU is also included if the item contains SKUs. From the item_desc and sku_desc attributes in the Pick Message from Order Administration (CWPickOut) or the Description field in the Item table and Description field in the SKU table.
Unit Price	The amount the customer pays for each unit of the item. Included only for items on this pick slip. Not included on drop ship pick slips for gift orders, or if the Print Amounts on Drop Ship Picks (C81) system control value is unselected. selling_price
Extension	The item price times the quantity shipped on this pick slip. Not included on drop ship pick slips for gift orders, or if the Print Amounts on Drop Ship Picks (C81) system control value is selected. From the selling_price_extended attribute in the Pick Message from Order Administration (CWPickOut) or the PCD Extension field in the Pick Control Detail table.
Shipped Separately Message	The message `Other Items Shipped Separately` prints above the pick slip totals if other items on the order shipped on a separate pick slip. See Splitting an Order Across Multiple Picks for more information on when the system splits an order into more than one pick.
Drop Ship Pick Slip Totals	Totals print on every page of multi-page drop ship pick slips. No totals print on drop ship pick slips for gift orders or if the Print Amounts on Drop Ship Picks (C81) system control value is unselected.
Total Merchandise	The total merchandise value of all items on the drop ship pick slip, after applying any discounts or repricing. This total does not include items shipping from your warehouse, backordered items, canceled or soldout items, items shipped separately, or items with stock allocation errors. From the merch_amt attribute in the Pick Message from Order Administration (CWPickOut) or the PCH Merch field in the Pick Control Header table.
Shipping & Handling	The total shipping and handling for this shipment, including any freight, additional freight, duty, additional charges, and special handling. 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. However, if the Prorate Freight Charges (D39) system control value is selected and all of the items on the order are exempt from freight, the system applies any item and weight charges defined for the ship via to the first pick slip generated for the order. NOTE: If a negative additional charge is applied to the order, the system deducts the amount from the shipping and handling total. From the freight_amt + addl_freight_amt + addl_charge_amt + hand_charge_amt attributes in the Pick Message from Order Administration (CWPickOut) or the PCH Freight + PCH Add’l Freight + PCH Add’l Charges + PCH Handling fields in the Pick Control Header table.
Sales Tax	The total tax for all items shipping on the pick slip. This total may include tax on shipping and handling, additional charges, and GST (Goods and Service tax) and PST (Provincial Service tax) tax rates which are specific to companies that operate in Canada and orders shipped to and within Canadian boundaries. For more information on GST and PST tax rates, see Setting Up Order Entry Values. NOTE: Sales tax does not include VAT (Value Added Tax), a taxing method that applies in only certain states and countries and includes the tax in the price of the item. For more information on VAT, see the description of the Tax Included in Price (E70) system control value. From the tax_amt + gst_amt + pst_amt attributes in the Pick Message from Order Administration (CWPickOut) or the PCH Tax + PCH GST + PCH PST fields in the Pick Control Header table.
Order Total	Total merchandise, shipping and handling, additional charges, and tax, for this shipment. From the total_order_amt attribute in the Pick Message from Order Administration (CWPickOut) or the PCH Total Order Amount field in the Pick Control Header table.
Total Paid	The amount the customer prepaid. This total is zero if the customer used a credit card. From the amt_paid attribute in the Pick Message from Order Administration (CWPickOut) or the PCH Amount Paid field in the Pick Control Header table.
Refund	The amount you owe the customer if the prepaid amount is more than the amount due. From the balance_due_amt attribute in the Pick Message from Order Administration (CWPickOut) or the PCH Balance Due field in the Pick Control Header table.
Bal Due	The amount the customer owes you if the prepaid amount is less than the amount due. This amount is zero if the total balance was prepaid or a credit card was applied to the order. From the balance_due_amt attribute in the Pick Message from Order Administration (CWPickOut) or the PCH Balance Due field in the Pick Control Header table.
Total	Total merchandise, shipping and handling, tax, and additional charges. From the total_order_amt attribute in the Pick Message from Order Administration (CWPickOut) or the PCH Total Order Amount field in the Pick Control Header table.

Gift order: You can define an order as a gift order by selecting the Gift field on the Work with Order screen in Order Entry. When you generate drop ship pick slips for the order, the system also generates a gift acknowledgement for the sold-to customer, with the message ****GIFT ACKNOWLEDGEMENT**** after all of the items. See the Gift Acknowledgement for more information.

Order Orchestration Drop Ship Integration

Chapters in this part: The following options are related to integration with Order Orchestration’s Drop Ship Manager module.

Interface with Order Orchestration’s Supplier Direct Fulfillment Module: Overview and Setup describes the setup required for integration with Order Orchestration’s Drop Ship Manager module.
Supplier Direct Fulfillment Processing provides details on process flows and the communication between Order Administration and Order Orchestration’s Drop Ship Manager.
Downloading Drop Ship Vendors (ECSV) explains how to download initial vendor information for vendors using the Order Orchestration’s Drop Ship Manager.
Working with Retail Brands (WRBD) explains how to create and maintain retail brands for use with the Order Orchestration’s Drop Ship Manager.
Displaying Unprocessed Drop Ship Items (DUDS) describes the menu option you use to review all unprocessed drop ship items, including items fulfilled through integration with Order Orchestration’s Drop Ship Manager.
Printing Drop Ship Reports (PDSR) describes the reports you can use to print information related to orders fulfilled through integration with Order Orchestration’s Drop Ship Manager.
Working with Drop Ship Background Jobs (WPBJ) describes how to start, stop, and troubleshoot the CDC async job.
Working with Drop Ship Errors (WDSE) describes the screen you use to review or delete records which went into error status when they were transferred between Order Orchestration’s Drop Ship Manager and Order Administration.

Setting Up the Fulfillment Tables

Topics in this part:

Working with Ship Via Codes (WVIA) describes creating, changing, deleting, and displaying shipper records. Additionally, you will find displaying ship via history; working with, creating, changing, and deleting shipper items; and working with SCF ship via values.
Working with SCF Codes (WSCF) describes creating Sectional Center Facility (SCF) codes.
Working with SCF/Ship Via Values (WSHV) explains how to create, change, delete, and display these codes.
Working with Shipping Rates (WSHR) includes creating, changing, deleting, and displaying shipping rates.
Working with Drop Points (WDPT) describes creating, changing, deleting, and displaying these codes.
Editing Warehouse Drop Points (EWDP) describes creating, changing, and deleting warehouse drop point information.
Editing SCF Ship Via (ESSV) describes how to create, change, or delete multiple SCF/ship via values quickly.
Working with Dunnage Weight (WDUN) describes creating dunnage weights based on the cube of the items on a pick slip, and changing and deleting dunnage weights.
Working with Zip/Ship Via (WZSV) describes how to cross-reference default shippers for specific destinations based on zip code; this allows you to assign carriers automatically.
Working with Tax Jurisdiction (WTXJ) describes how to create and work with special tax jurisdiction areas, defined by zip code.
Working with Weight Tables for Order Weight (WFTB) describes how to create and work with freight tables for the Freight by Order Weight freight method defined for a source code.
Working with Offer Ship Via Assignment (WSVA) describes how to create and work with ship via overrides based on offer or source code, order or merchandise dollar total, and geographical area.
Working with Lines of Business (WLOB) describes how to create and work with line of business codes and assignments and explains how the system assigns a line of business to an order.
Displaying the Line of Business Order Queue Summary (DLOQ) describes the statistics on the Display Line of Business Order Queue Summary screen and explains how the system updates the information on this screen.
Creating SCF Ship Vias by SCF Range (MSSV) describes how to create SCF ship via information for a selected SCF range, rather then entering this information for each SCF or drop point.
Load USPS Zip Code File (LZPS) describes how to upload current postal code information from a CD provided by the U.S. Postal Service.

Interface with Order Orchestration’s Supplier Direct Fulfillment Module: Overview and Setup

Oracle Retail Order Orchestration’s Supplier Direct Fulfillment is a module of Order Orchestration that provides a collaborative, browser-based environment for retailers and vendors to share order, customer, and shipping information related to drop ship processing, and to automatically process drop ship orders. Order Orchestration is an Oracle application that provides distributed order fulfillment through its Order Broker module.

You can integrate with Order Orchestration’s Supplier Direct Fulfillment module to fulfill drop ship purchase orders with any number of vendors, and at the same time use Order Administration to fulfill drop ship purchase orders with other vendors.

Order Orchestration and its Supplier Direct Fulfillment module are sold as a separate product. For more information about purchasing Order Orchestration, contact your Oracle representative.

For more information: See Supplier Direct Fulfillment Processing for details on process flows and the communication between Order Administration and Order Orchestration’s Supplier Direct Fulfillment module.

In this topic:

Integration with Order Orchestration’s Supplier Direct Fulfillment Module: Overview

Although Order Administration allows you to process drop ship orders in several ways, manual intervention is required to complete the business processes. The interface with Order Orchestration’s Supplier Direct Fulfillment module creates a bridge between Order Administration and the Order Orchestration application so you can exchange information with drop ship vendors via the internet, track transactions, and automate the business process, without the need for manual intervention.

The interface with Order Orchestration’s Supplier Direct Fulfillment module automatically sends drop ship purchase order information to Order Orchestration, which makes the information available to your vendors, creates packing slips when the vendors pull orders, and sends tracking and transaction information back to Order Administration. The interface bridge uses one of Order Orchestration’s web services to pass information between the two systems.

Vendor Portal: Order Orchestration provides both the screens that you, as the retailer, use for configuration and inquiry, and also a separate Vendor Portal where vendors can log in and work with their assigned purchase orders; the tasks available include printing pack slips and confirming shipments. The Vendor Portal typically resides on a separate server outside your firewall.

Vendor integration: Optionally, you can enable a vendor to integrate with Order Orchestration in order to receive purchase orders and confirm shipments without the requirement to use the Vendor Portal screens for these tasks.

The interface in Order Administration enables you to:

Identify vendors for whom you use Order Orchestration to process drop ship orders based on the Drop ship output setting in the Vendor table.
Create or update vendor name and information in Order Orchestration based on the information in Order Administration.
Use retail brands to identify the logos to print on packing documents, and sort purchase orders for review, pack slip generation, and shipment.
Process drop ship orders using the Selecting Vendors for Drop Ship Processing (MDSP) menu option and:
- Automatically create and send drop ship purchase orders to Order Orchestration, where they are available to their associated vendors.
- Through Order Orchestration, automatically send email notifications to your vendors to inform them that there are purchase orders to be selected and fulfilled.
From Order Inquiry or Purchase Order Inquiry (MPOI):
- Initiate a request to cancel a drop ship item.
- Through Order Orchestration, automatically send an email notification to your vendor regarding the cancel request.
- Automatically cancel the drop ship purchase order line when the vendor accepts a cancel request.

Note:

If you send a cancel request before the vendor has begun working on the purchase order, Order Orchestration cancels the purchase order line automatically.

Track the status of Order Orchestration drop ship orders to identify when they have been:
- Created in Order Administration and sent to Order Orchestration.
- Received by Order Orchestration but not yet selected by the vendor for fulfillment.
- Updated by the vendor, including changes to the due date or to the hold status of a purchase order line.
- Updated with information sent from Order Administration, such as cost changes or address changes.
- Selected by the vendor for fulfillment.
- Canceled or had a cancel request denied.
- Shipped by the vendor.
When you process backorder cards:
- You can generate backorder notices with a meaningful expected ship date based on Vendor lead days and Drop Ship Lead Days (H36).
- Optionally, send immediate backorder notices.

For more information: See Supplier Direct Fulfillment Processing.

Setup for Integration with Order Orchestration’s Supplier Direct Fulfillment Module

Purpose: Setup in Order Administration for integration with Order Orchestration’s Supplier Direct Fulfillment module includes:

In addition, you need to complete configuration in Order Orchestration. See Setting Up Data for the Supplier Direct Fulfillment Module in the Order Orchestration online help for more information.

System Control Values Related to Order Orchestration’s Supplier Direct Fulfillment Module

System Control Value	Description
Drop Ship Integration Values (H20)	This umbrella system control value defines whether your system uses an interface to transmit information to Order Orchestration for processing drop ship orders. Also, you can use this screen to specify the system code identifying your company in Order Orchestration, and the location code identifying your default warehouse in Order Orchestration.
Use OROB Drop Shipping (H13)	Controls whether the CDC Async will become active, and whether you can set the Drop ship output field for a vendor to OROB drop shipping for integration with Order Orchestration’s Supplier Direct Fulfillment module.
Drop Ship Lead Days (H36)	The number of days you want to add to the date passed to Order Orchestration to calculate Expected ship date in Order Administration.
OROB System (K50)	The code identifying your company as a system in Order Orchestration. Used in all communication with Order Orchestration.
OROB Default Location (K51)	The code identifying your default warehouse as a location in Order Orchestration. Used in the CreateDSOrder message to create a purchase order in Order Orchestration.
OROB Account (K49)	The name of the Order Orchestration database, as specified in the Account field at the Tenant screen in version 5.1 or later of Order Broker, or Order Orchestration. In prior Order Broker releases, the account is specified in the `locate-config.properties` file on the Order Orchestration server. This account name is passed as the `destination` in messages to Order Orchestration.
	NOTE: The Order Orchestration integration with Order Orchestration also uses the OROB Default Location (K51) system control values. The Drop Ship Integration Values (H20) also includes the OROB Account (K49) system control value; however, this system control value is not used by the Drop Ship Module integration.
Additional system control value: Allow Only Single Line on Drop Ship PO (M13)	If this system control value is selected, the system generates a separate drop ship purchase order for each item when you use Selecting Vendors for Drop Ship Processing (MDSP).
System Control Values Related to Drop Ship Integration Backorder Card Processing	NOTE: System control values FTC - Number of Days to Add for Special Handling (C67) and FTC - Number of Days to Add for Drop Ships (C68), and Number of Days to Delay Initial Backorder Notice (D89), which define values used for drop ship processing within Order Administration rather than through an integration. For additional system control values related to backorder card processing for all items, see Purchase Order Layering and Backorder Notifications.
Unconditional Suppression of Backorder Card (F19)	Deselect this system control value if you want to generate backorder notices for any items, including drop ship items.
Backorder Card Print Program (D04)	Must be set to a valid program (the standard program is BOCARDS).
Drop Ship Lead Days (H36)	The number of days you want to add to the date passed to Order Orchestration to calculate Expected ship date in Order Administration.
FTC -- # of Days for Items without Expected Ship Date (C71)	The number of days the system will add to the backorder card processing date to create a new expected ship date.

Related Secured Features

Secured Feature	Description
Order Maintenance Access (A22)	You must have authority to this secured feature to initiate a cancel request.
Cancel OROB Drop Ship PO (J04)	Users with authority to this secured feature can cancel a drop ship purchase order using the Cancel option on the PO Maintenance - Maintain Detail Screen.

Related Menu Options

Menu Option	Description
Working with Drop Ship Background Jobs (WPBJ)	Use this option to start and stop the CDC async job, which processes drop ship transactions and updates passed between Order Administration and Order Orchestration.
Working with Retail Brands (WRBD)	Use this option to create and maintain retail brands, and associate them with one or more entities in your company. You must set up at least one retail brand in order to integrate with the Supplier Direct Fulfillment module. Each retail brand must be associated with at least one entity. Entities are associated with divisions; the source code on an order must point to the division associated with the entity for which you have set up retail brands. See Working with Retail Brands (WRBD) for more information. NOTE: Retail brands appear on Order Orchestration screens as Brands. In Order Orchestration, you can use brands to specify a logo, packing slip messages, and a pack slip and pull sheet form type. Also, the vendor can restrict the display of purchase order information, or the purchase orders selected for pack slip generation.
Creating and Working with Items (MITM)	Vendor item: The information for the vendor item, including the vendor item code, description, price, ship via, lead days, and unit of measure, defaults to the purchase order. If you do not set up a vendor item, the item number and description are passed as the vendor item ID and vendor item description in the CreateDSOrder message to create the purchase order generated through Selecting Vendors for Drop Ship Processing (MDSP), and the PO and vendor unit price are from the item/SKU’s cost. Vendor item ship via: The ship via defined for the vendor item of the first line on a drop ship purchase order defaults to the header of a purchase order sent to Order Orchestration’s Supplier Direct Fulfillment module; otherwise, if no ship via is defined for the vendor item on the first purchase order line, the ship via from the sales order header is assigned. Ship weight: The item or SKU’s ship weight or sell weight defaults when the vendor uses the Integrated Shipping screen in the Vendor Portal to confirm shipment. From the: Ship weight from the SKU, if any; otherwise, the Ship weight from the item, if any; otherwise, the Sell weight from the SKU, if any; otherwise, the Sell weight from the item, if any; otherwise, no weight is passed. To Send Backorder Notices The Suppress backorder card field in the SKU table must be unselected for the item.
Working with Vendors (WVEN)	For each vendor who will use Order Orchestration’s Supplier Direct Fulfillment module to process your drop ship orders, set the Drop ship output field on the Second Create Vendor Screen to OROB drop shipping. You also need to enter an email address for the vendor in the Vendor Contact table.
Working with Entities (WENT)	Use the Retail brand field on the Create/Change/Display Entities screens to associate a retail brand with an entity. Not displayed if the Use OROB Drop Shipping (H13) system control value is unselected. See Working with Retail Brands (WRBD).
Downloading Drop Ship Vendors (ECSV)	Use this option to transmit new or changed vendor information to Order Orchestration for all vendors whose Drop ship output field is set to OROB drop shipping. See the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1) for the information sent to Order Orchestration through this menu option.
Displaying Unprocessed Drop Ship Items (DUDS)	Use this option to review all drop ship order detail lines that have been entered but not yet processed through the Selecting Vendors for Drop Ship Processing (MDSP) menu option.
Working with Drop Ship Errors (WDSE)	Use this option to review errors that occurred during the integration with the Supplier Direct Fulfillment module and delete the records in error from the CSF Transaction table (FLCSFT).
Printing Drop Ship Reports (PDSR)	Use this option to print the following reports: Drop Ship Integration Items on Hold from Vendor Report Drop Ship Integration Items with Revised Due Date Report Drop Ship Integration Items Pending Cancellation Report Drop Ship Integration Items Confirmed Cancellation Report Drop Ship Integration Items Sent to Integrated System Report Drop Ship Integration Items Pending Shipment Report Drop Ship Integration Items Shipped Report

CDC Async

The CDC async job processes drop ship transactions between Order Orchestration and Order Administration. For each company that has the Use OROB Drop Shipping (H13) system control value selected, and for each vendor whose Drop ship output field is set to OROB drop shipping.the job processes:

sending address changes to Order Orchestration (SetDSAddressChange message)
sending cost changes to Order Orchestration (SetDSCostChange message)
sending cancellation requests to Order Orchestration (SetDSCancel message)
requesting activity updates from Order Orchestration (GetDSChanges message)

See the Order Administration Web Services Guide on My Oracle Support (ID 2953017.1) for examples of these messages and additional background.

The CDC async job does not send new purchase orders (the CreateDSOrder message) or new/updated vendors (the CreateDSVendor message) to Order Orchestration. See Sending Drop Ship Purchase Order Information to the Supplier Direct Fulfillment Module and Downloading Drop Ship Vendors (ECSV) for information on these processes.

You can start and stop the CDC async job using the Working with Drop Ship Background Jobs (WPBJ) menu option. The CDC async job should be stopped and started each day.

Note:

You can start the CDC async job only if the Use OROB Drop Shipping (H13) system control value on the Drop Ship Integration Values (H20) is selected for at least one company in your environment.

For more information: See Troubleshooting the CDC Async Job for troubleshooting steps.

Property Settings for the Supplier Direct Fulfillment Integration

Complete the following settings in Working with Customer Properties (PROP).

OROB_PURCHASING_SERVICES_MESSAGE_VERSION: Specifies the outbound message version to send to Order Orchestration for integration with the Supplier Direct Fulfillment module. Should be set to 4.5 or higher.
OROB_PURCHASING_SERVICES_WSDL_LOCATION: Needs to specify the endpoint for the Purchasing Services web service. This entry should be set to https://SERVER:8443/Locate/PurchasingServices, where SERVER is the name of your Oracle Retail Order Orchestration server.
- Required if you are integrating with Order Orchestration’s Supplier Direct Fulfillment module.
- If the purchasing web service requires basic web service authentication, you must define a valid web service authentication user and password in Working with Web Service Authentication (WWSA), or define a client ID if using OAuth.
OROB_PURCHASING_SERVICES_MAX_UPDATES: Indicates the maximum number of drop ship updates for Order Orchestration to include in drop ship status inquiry responses. For example, you might set this number to 100 to prevent a large number of status updates from impeding system performance. If this property is blank, Order Orchestration does not limit the number of updates included in the response message.
The OROB_SERVICES_WSDL_LOCATION property needs to specify the endpoint for the Services web service. This entry should be set to https://SERVER:8443/Locate/LocateServices, where SERVER is the name of your Oracle Retail Order Orchestration server.

For more information: See Order Orchestration Configuration for configuration requirements related to integration with Order Orchestration’s Order Orchestration.

Supplier Direct Fulfillment Processing

Purpose: Order Orchestration’s Supplier Direct Fulfillment module is an Oracle application that provides a collaborative, browser-based environment for retailers and vendors to share order, customer, and shipping information related to Drop Ship Processing, and to automatically process drop ship orders.

Order Orchestration and its Supplier Direct Fulfillment module are sold as separate products. For more information about purchasing Order Orchestration’s Supplier Direct Fulfillment, contact your Oracle representative.

In this topic:

Supplier Direct Fulfillment Information Flow

In this topic:

What Does Order Administration send to Order Orchestration’s Supplier Direct Fulfillment Module?

Order Administration sends the following information to Order Orchestration for Supplier Direct Fulfillment:

Vendor: current name and address
New purchase orders
Purchase order address changes
Purchase order cost changes
Purchase order cancel requests

What Does Order Orchestration’s Supplier Direct Fulfillment Module send to Order Administration?

Order Orchestration’s Supplier Direct Fulfillment module sends the following information to Order Administration:

Purchase order acknowledgements
Purchase order updates, including address change and cancellation acceptances or rejections, status changes, and changes to accepted ship dates
Purchase order shipment confirmations

Creating or Updating Vendors in Order Orchestration

Order Administration sends the CreateDSVendor message for each vendor whose Drop ship output field on the Second Create Vendor Screen to OROB drop shipping when you use the Downloading Drop Ship Vendors (ECSV) option. If the vendor already exists in Order Orchestration, the existing information is overwritten. See the Order Administration Web Services Guide on https://support.oracle.com (ID 2953017.1) for the vendor information that Order Administration sends to Order Orchestration.

You can also use the Order Orchestration screens to create or update a vendor, and need to use these screens to specify additional vendor configuration options, such as assignment of carriers (ship vias), pack slip output, and the creation of vendor user IDs who can log into the Vendor Portal.

Note:

You can also create a vendor through the CreateDSOrder message sent through Selecting Vendors for Drop Ship Processing (MDSP) if the vendor does not already exist in Order Orchestration; however, this creates the vendor with minimal information, and you will need to complete vendor setup, typically through the Order Orchestration screens.

Creating Drop Ship Orders for Order Orchestration’s Supplier Direct Fulfillment Module

You must identify the vendor for each item flagged for drop ship, and typically use the vendor item record to specify additional information about the item to include on the purchase order. You flag a drop ship vendor to use Order Orchestration’s Supplier Direct Fulfillment module by setting the vendor’s Drop ship output field to OROB drop shipping. The Selecting Vendors for Drop Ship Processing (MDSP) option determines whether to send purchase orders to Order Orchestration based on this setting.

You can view all unprocessed drop ship orders, regardless of whether the vendor is flagged for Order Orchestration drop shipping or any other setting, using the Displaying Unprocessed Drop Ship Items (DUDS) menu option.

D/S PO history: When you create the purchase order through Selecting Vendors for Drop Ship Processing (MDSP), the Display P/O Drop Ship Screen displays the message: Drop Ship PO Created.

Sending Drop Ship Purchase Order Information to the Supplier Direct Fulfillment Module

You create and send drop ship purchase orders through the Selecting Vendors for Drop Ship Processing (MDSP) menu option. For drop ship purchase orders whose vendors are flagged for OROB drop shipping, the system:

Creates drop ship purchase order records.
Sends the CreateDSOrder message to Order Orchestration to create the purchase order for any drop ship items on the order for each vendor. Multiple items are included on the same purchase for a vendor, regardless of whether the items are flagged to ship alone. See the Order Administration Web Services Guide on https://support.oracle.com (ID 2953017.1) for details on the information included in the message.

When Order Orchestration receives a purchase order, it sends an email notification to the vendor indicating that there are drop ship purchase orders to be fulfilled.

The vendor can access the purchase order information in the Order Orchestration Vendor Portal. At this point, the drop ship purchase order has been created and sent, but not yet selected by the vendor for fulfillment.

Note:

You can also print or reprint a drop ship purchase order using the Printing Purchase Orders (MPRP) menu option. Printing or reprinting a drop ship purchase order does not resend the purchase order to Order Orchestration.

D/S PO history: When Order Administration sends the purchase order to Order Orchestration, the Display P/O Drop Ship Screen displays the message: PO available to vendor.

Required Information in Order Orchestration

When you use Selecting Vendors for Drop Ship Processing (MDSP) to send a new drop ship purchase order to Order Orchestration through the CreateDSOrder message, the information in the message includes:

vendor: If the vendor does not already exist in Order Orchestration, Order Orchestration creates the record using the vendor code, name, and email address specified; however, this is the only vendor information included in the CreateDSOrder message, and you will need to complete vendor configuration in Order Orchestration. See Creating or Updating Vendors in Order Orchestration for information on sending current vendor name and address information to Order Orchestration.

Order Orchestration does not update an existing vendor based on the code, name, or email address passed in the CreateDSOrder message.

carrier: If the ship via does not already exist in Order Orchestration as a valid carrier, Order Orchestration creates a new carrier based on the ship via code; however, this is the only carrier information included in the CreateDSOrder message, and you will need to complete carrier configuration in Order Orchestration. If the ship via code is a single position, it is passed with a padding zero; for example, a code of 7 is passed as 07.
item: If the item does not already exist in Order Orchestration as a valid item, and Order Administration is the system of record in your Order Orchestration organization, Order Orchestration creates the item and vendor item, using the information passed in the CreateDSOrder message.

The drop ship item and vendor item in Order Orchestration do not need to match an existing product imported into Order Orchestration as part of Order Orchestration processing, and the item does not need to be flagged as OROB eligible in Order Administration.

brand: The brand you set up through Working with Retail Brands (WRBD) must match a brand you have created in Order Orchestration.

For more information: See the Order Administration Web Services Guide on https://support.oracle.com (ID 2953017.1) for details on the data passed to Order Orchestration from Order Administration.

Special Handling on Orders Sent to the Supplier Direct Fulfillment Module

The Supplier Direct Fulfillment interface supports only custom special handling for drop ship items. See the Work with Special Handling Screen for information on entering custom special handling instructions.

To set up custom special handling for a drop ship item, see Establishing Custom Special Handling Formats (WSHF).

Order and Gift Messages

The Supplier Direct Fulfillment interface sends the following messages for a drop ship purchase order:

Order messages or gift messages: Up to 8 total order header (sales order) messages with a Print flag setting of Picks, Both, or Gift msg can print below the ship-to address at the top of the pack slip.
Order line messages: You can send up to 99 order line messages for a drop ship order line. Order line messages identified in Order Administration with a Print flag setting of Picks or Both print below the order line on the pack slip.

See Adding Order Messages.

Viewing Errors and Re-entering Orders in Error

You can use the Working with Drop Ship Errors (WDSE) menu option to review different types of drop ship errors, including errors related to sending a purchase order to Order Orchestration.

You cannot resend a drop ship purchase order if Order Orchestration does not receive it; instead, you can recreate the order as a new order to process it, or retrieve the CreateDSOrder message from Order Orchestration’s xml_ds.log and resend it to Order Orchestration if the message was logged.

Requesting Updates from Order Orchestration

To obtain updates on vendor activity related to drop ship purchase orders, the CDC async job periodically sends the GetDSChanges request message to Order Orchestration for each company whose Use OROB Drop Shipping (H13) system control value is selected. Possible activities include:

generating the pack slip
acknowledgement of the purchase order from an integrated vendor
shipment: see Shipping Orders through the Supplier Direct Fulfillment Module
acceptances or rejections of cancel requests: see Cancelling Order Orchestration Drop Ship Order Lines
vendor changes to due dates or a purchase order line’s hold status: see the Order Administration Web Services Guide on https://support.oracle.com (ID 2953017.1).

Examples: See the Display P/O Drop Ship Screen for examples of related history messages.

How many changes sent? The OROB_PURCHASING_SERVICES_MAX_UPDATES in Working with Customer Properties (PROP) determines the maximum number of changes to request for each company at a time. If the number of changes since the last request exceeds this maximum, Order Orchestration sends any additional changes in response to the next GetDSChanges request.

Shipping Orders through the Supplier Direct Fulfillment Module

When your vendor completes shipment of a drop ship purchase order line, the Order Administration purchase order line is closed, and the corresponding Order Administration order line is also closed. Order Administration automatically performs shipment confirmation updates for the order and the purchase order.

Depending on the carrier settings you have specified in Order Orchestration, vendors may be required to enter or upload shipping-related information (including carrier (ship via), tracking number, rate, weight, and ship date) for shipments. This shipment information is transmitted to Order Administration and can be available to the customer through, for example, the shipment confirmation email.

If the carrier does not match a valid ship via: If the carrier passed for a shipment in the GetDSChanges response message does not match a valid ship via, Order Administration uses the existing ship via on the order. In this case, the tracking number link in the shipment confirmation email might not be a valid link for the ship via indicated.

Order Administration does not require that there be a valid SCF/ship via record for the carrier passed for the shipment and the shipping address on the order.

Order Orchestration sends shipment information to Order Administration in the GetDSChanges response message. See the Order Administration Web Services Guide on https://support.oracle.com (ID 2953017.1) for more information.

D/S PO history: When Order Administration receives a shipment confirmation update from Order Orchestration, the Display P/O Drop Ship Screen displays a message such as: Item Shipped 11/02/13.

Updates to Order Orchestration Drop Ship Purchase Orders

Overview: The changes that you can apply to purchase orders once they are sent to Order Orchestration are described below.

Note:

Changes can be applied to purchase orders only if the vendor uses the Vendor Portal screens. If the vendor uses the vendor integration rather than Vendor Portal screens to work with purchase orders, the changes are not sent to the integrated vendor’s system.

Cancelling Order Orchestration Drop Ship Order Lines

You can request to cancel a Order Orchestration drop ship order line at the Display P/O Drop Ship Screen, available through standard Order Inquiry or Purchase Order Inquiry. Order Administration sends the SetDSCancel message to Order Orchestration. It is not possible to cancel a partial quantity. If the vendor has:

not yet generated a pack slip for the purchase order line, Order Orchestration cancels the line automatically. The cancellation is noted in the next GetDSChanges response message from Order Orchestration, and Order Administration cancels the line.
already generated a pack slip for the purchase order line or put the line on hold, Order Orchestration notifies the vendor that there is a cancellation request pending and displays related messages on various screens in the Vendor Portal. If the vendor:
- accepts the cancel request, Order Orchestration cancels the line automatically. The cancellation is noted in the next GetDSChanges response message from Order Orchestration, and Order Administration cancels the line. Similarly, if the line goes back to New Order status in Order Orchestration if the vendor voids the pack slip, Order Orchestration cancels the line automatically.
- declines the cancel request Order Orchestration does not cancel the line. Order Orchestration sends an email notification to your PO Status Notification email address specified through its Drop Ship Preferences screen. The rejection is noted in the next GetDSChanges response message from Order Orchestration, and Order Administration does not cancel the line.
- confirms shipment without responding to a cancel request, Order Orchestration closes the purchase order line. The shipment is noted in the next GetDSChanges response message from Order Orchestration, and Order Administration bills the line.

If line is already shipped? If the cancel request arrives in Order Administration after the vendor has confirmed shipment of the line, Order Orchestration automatically rejects the cancel request and does not perform any additional updates, but does send an email notification to your PO Status Notification email address specified through its Drop Ship Preferences screen.

You can generate a report of pending cancellation requests using the Printing Drop Ship Reports (PDSR) menu option. See Drop Ship Reports.

D/S PO history: When you send a cancellation request to Order Orchestration, the Display P/O Drop Ship Screen displays the message: Cancel Request Sent. If:

the vendor declines the cancel request, the message is Cancel Request Rejected.
the vendor accepts the cancel request, or the cancellation applies automatically because the vendor has not yet begun processing the purchase order, the message is Cancel Request Confirmed
the cancellation is rejected automatically because the vendor has shipped the line, there is no message noting the automatic rejection.

Secured feature: If you have authority to the Cancel OROB Drop Ship PO (J04) secured feature, you can cancel a Order Orchestration drop ship purchase order line using the Cancel option on the PO Maintenance - Maintain Detail Screen. In this situation, the system does not send a cancel request to Order Orchestration and instead immediately performs a full cancellation, cancelling the purchase order line and order line, removing the printed quantity on the order line, writing an order transaction history message: DS PO line canceled, and updating the drop ship status of the line to cancelled.

Note:

The only situation in which you should use the Cancel option on the PO Maintenance - Maintain Detail Screen to cancel a Order Orchestration drop ship purchase order line is if you have previously sent a cancel request to Order Orchestration and did not receive a response indicating whether the vendor confirmed or rejected the cancellation.
Because the cancellation updates the drop ship status of the line to cancelled, you cannot use the cancel request option on the Display P/O Drop Ship Screen to send a cancellation request to Order Orchestration. However, if Order Orchestration returns an update in the GetDSChanges response message for the order line that updates its status to an open status, such as Held, after the cancellation has been performed, you can use the cancel request option to send a cancellation request to Order Orchestration.
If the GetDSChanges response message includes a shipment confirmation from Order Orchestration after the line has been cancelled, Order Administration does not update the line as shipped, but does update order transaction history with the shipment confirmation.

For more information: See the Order Administration Web Services Guide on https://support.oracle.com (ID 2953017.1) for details on the information sent to Order Orchestration for a cancellation request.

Changing Address and Cost Information

Changing Address Information

When you maintain an order that includes at least one Order Orchestration drop ship PO line item which has been sent to Order Orchestration and has not yet been shipped, and the changes to the order include an update to the ship-to address, Order Administration sends the updated address information to Order Orchestration in the SetDSAddressChange message.

Sold-to same as ship-to? If the sold-to and the ship-to address are the same, then the SetDSAddressChange message includes a flag indicating to apply the same update to both.

Updates in Order Orchestration: Order Orchestration creates a record of the original and changed ship-to address and:

If all lines on the PO are in a new (not in process) status, automatically updates the address information and does not generate an email to the vendor.
If any line on the PO is already in process, generates an email notification to the vendor about the requested address change; also, various screens in the Vendor Portal display a warning message about the requested change. If the vendor:
- declines the address change, Order Orchestration sends an email notification of the rejection to your PO Status Notification email address specified through its Drop Ship Preferences screen.
- accepts the address change, Order Orchestration updates the address for all open (unshipped, uncanceled) lines.The vendor then needs to void and reprint the pack slip in order to generate a pack slip with the correct address.
If all lines on the PO are in shipped or cancelled status, Order Orchestration automatically rejects the address change and sends an email notification of the rejection to your PO Status Notification email address specified through its Drop Ship Preferences screen.

Conditions:

If you update a customer’s address in any way besides using order maintenance to maintain the order that includes the drop ship purchase order, the address change is not sent to Order Orchestration.
If there are additional open purchase orders for the same customer being fulfilled through the Supplier Direct Fulfillment module, Order Administration does not send address updates to Order Orchestration for these purchase orders.
If you change the sold-to customer’s address but the order is shipping to a different address, Order Administration does not send an address update to Order Orchestration.
If you change information that is not part of the shipping address, Order Administration does not send an address update to Order Orchestration.

D/S PO history: When you send an address change request to Order Orchestration, the Display P/O Drop Ship Screen displays the message: Address change sent to vendor. No additional drop ship purchase order history is written for address changes, regardless of vendor action or automatic acceptance or rejection.

Changing Cost Information

When you update the Cost field on the PO Maintenance - Change PO Detail Screen, Order Administration sends the SetDSCostChange message to Order Orchestration. Order Orchestration creates a record of the original and updated PO cost, and updates the PO with the new cost. No action by the vendor is required.

D/S PO history: When you change the cost of a purchase order line, the Display P/O Drop Ship Screen displays the message Cost change sent to vendor if you advance to the screen through Purchase Order Maintenance (MPOI). This message is not displayed in order inquiry.

Drop Ship Reports

You can use the Printing Drop Ship Reports (PDSR) menu option to generate reports for drop ship purchase orders fulfilled through the Supplier Direct Fulfillment module:

Supplier Direct Fulfillment Backorder Notice Processing

Backorder notices for drop ship items fulfilled through the Supplier Direct Fulfillment module are based on accurate expected ship date information that your vendors communicate to Order Administration. Because expected shipment information is readily available for these drop ship items, the interface evaluates drop ship items for backorder notices in a manner similar to the way it evaluates non-drop-ship backordered items. The integration offers the following advantages over regular drop ship processing:

When you enter an order for a drop ship item fulfilled through the Supplier Direct Fulfillment module, the system calculates an expected ship date based on vendor item Lead days plus the Drop Ship Lead Days (H36).
When your vendor revises the expected ship date for a drop ship order line, the expected ship date is updated on the Order Administration order. This updated expected ship date is included on the backorder notice to the customer.
Drop ship items fulfilled through the Supplier Direct Fulfillment module are eligible for immediate backorder card notices, if immediate notices are selected for the order type.

Setup for backorder notifications: If you want to generate backorder notices for an item fulfilled through the Supplier Direct Fulfillment module:

leave the Suppress backorder card field in the SKU table unselected.
make sure the Unconditional Suppression of Backorder Card (F19) system control value is unselected.
set accurate Lead days for the vendor item, using the Working with Vendor Items (WVNI) menu option.
set the Drop Ship Lead Days (H36) system control value to the number of days you want to add to the date passed to Order Orchestration to calculate the Expected ship date in Order Administration.

Due date calculation: For a purchase order line fulfilled through the Supplier Direct Fulfillment interface, the due date sent to the vendor and the Expected ship date to present to the customer are calculated as: Current date + Vendor item Lead days + Drop Ship Lead Days (H36).

Future arrival date? An order line with a future Arrival date will not be eligible for processing through Selecting Vendors for Drop Ship Processing (MDSP) until the line’s Arrival date is within the vendor item lead days for the item plus the Drop Ship Lead Days (H36).

When the expected ship date passes with no shipment: If the Expected ship date passes, the Next BO card date has been reached, and the item has not been shipped, the backorder notification program generates a notification to the customer. In this case, the new Expected ship date reported to the customer is calculated by adding the FTC -- # of Days for Items without Expected Ship Date (C71) to the date you generate the backorder notices.

Example: When the expected ship date passes but the order has not shipped:

Order date: 9/10
Arrival date: 9/10
Vendor item lead days: 14
Drop ship lead days (H36): 3
Expected delivery date [Current date + Vendor item lead days + Drop ship lead days]: 9/27
FTC -- # of Days for Items without Expected Ship Date (C71): 30

Date

Action

Backorder Notice Result (GBOC)

9/10

You enter the order.

No notice is produced (Immediate Backorder Notification is set to N). Expected ship date on the order is 9/27.

9/27

Expected ship date expires but the order has not shipped.

Backorder notice is generated with new expected ship date: 10/25.

(9/27 + FTC -- # of Days for Items without Expected Ship Date (C71)).

When the vendor revises the expected ship date: When the vendor revises an expected ship date, the system updates the Expected ship date to reflect your vendor’s entry. If the Expected ship date is later than the date calculated when you entered the order, and the Next BO card date for the line has been reached, the backorder notification program generates a notification with the revised date the next time you generate notifications.

See System Control Values Related to Order Orchestration’s Supplier Direct Fulfillment Module for information on system control value settings.

Example:

Order date: 9/10
Arrival date: 9/10
Vendor item lead days: 14
Drop ship lead days (H36): 3
Expected delivery date [Current date + Vendor item lead days + Drop ship lead days]: 9/27

Date	Action	Backorder Notice Result (GBOC)
9/10	You enter the order.	No notice is produced (Immediate Backorder Notification for the order type is unselected). Expected ship date on the line is 9/27.
9/20	Your vendor revises the expected ship date to 10/14.	If the Next BO card date has been reached, a backorder notice is generated with the new expected ship date of 10/14.
10/14	Expected ship date expires but the order has not shipped.	If the Next BO card date has been reached, a backorder notice is generated with the new expected ship date of 11/13 (10/14 + FTC -- # of Days for Items without Expected Ship Date (C71)).

Immediate backorder notice? For drop ship items processed through the Supplier Direct Fulfillment interface, you have the option to generate immediate backorder notifications to inform your customers of an accurate expected delivery date. Immediate backorder notifications are controlled by Immediate B/O notice setting for the order type, set up in the Establishing Order Types (WOTY) menu option.

Note:

The Number of Days to Delay Initial Backorder Notice (D89) system control value does not apply to items fulfilled through the Supplier Direct Fulfillment module.

Shipping Zone Reservation

Topics in this part:

Shipping Zone Reservation Overview provides a brief overview of the shipping zone reservation process, and provides a flow chart of the process of order entry for zone reservation items.
Creating and Maintaining Geographic Zones (WGZN) describes how to set up and maintain geographic zones using zip codes or SCF codes.
Creating and Maintaining Zone Reservation Codes (WZRC) shows you how to set up and maintain the zone reservation codes that will be assigned to weather-sensitive items to insure that they will ship at an optimal time for planting in the regions to which they are going.
Creating and Maintaining Zone Reservation Dates (WZRD) describes zone reservation date windows and shows you how to set up and maintain zone reservation dates.

Shipping Zone Reservation Overview

Purpose: The Shipping Zone Reservation process insures that weather-sensitive inventory, such as plant stock, will ship to different regions of the country within time windows suitable to the regions, or geographic zones, of the country. Frost-sensitive seedlings, for example, must be shipped after the last frost date, but early enough in the season for optimal growth. This date window varies for different geographic zones.

The zone reservation process identifies weather-sensitive items as they are ordered. These items are not reserved during order entry; instead, they are assigned a backorder status of Z (Zone reservation), and are reserved during pick slip generation.

The zone reservation process:

evaluates the shipping address for the order to determine which geographic zone the order will ship to
determines the season for which an item is being ordered
determines whether the item is zone reservation-coded, and, if it is:
- evaluates the applicable zone reservation date window for the item in this geographic zone and this season
- applies zone reservation rules to the order line in order entry and maintenance

In this topic:

About Geographic Zones

The country is divided into geographic zones based on relative weather conditions. The shipping zone reservation process uses geographic zones to restrict shipping of weather-sensitive inventory such as plant stock. Each particular kind of plant stock will have a shipping date window corresponding to each zone of the country.

Example: You might ship asparagus roots to Florida (Zone 9) in February, to Rhode Island (Zone 6) in April, and to Maine (Zone 3) in May.

Geographic zones are linked to zip codes or to SCF codes. The system first looks at the zip code of the shipping address to determine if the Zip/City/State table specifies a geographic zone. If it does not, the system looks at the SCF table to determine the geographic zone. The geographic zone of the zip code overrides the geographic zone of the SCF. If you have not assigned a geographic zone to either the zip code or the SCF code for an order's shipping address, zone reservation rules do not apply to your order.

Zone reservation codes: Items such as bulbs, bare root plants, or potted plants can be assigned zone reservation codes that group them for the purpose of restricting shipping dates. Each zone reservation code has a different set of restrictions.

Example: Bulbs may have earlier shipping windows than bare root plants. Tulip bulbs, Crocus bulbs and Daffodil bulbs might be assigned to a zone reservation code with an early spring shipping window for each zone of the country. (Early spring in Florida may be February; early spring in Maine may be April.) Asparagus roots may be assigned to a zone reservation code with a mid-spring shipping window to each zone of the country. (Mid-spring in Florida may be March; mid-spring in Maine may be May.)

Zone reservation codes are assigned at the SKU level.

The following types of items are not eligible for zone reservation codes:

Drop ship items
Non/inv (Non inventory) items
Kit type items of type:
- S = Set
- V = Variable set

Zone reservation date windows: Zone reservation date windows specify the best time for shipping zone reservation-coded items to different geographic zones in the country. For each zone reservation code, you can define a set of zone reservation date windows, one window for each geographic zone.

A zone reservation date window consists of the following dates:

Start date: the date you start shipping an item with this code.
Deferred cutoff date: the backorder cutoff date. On or after this date you will not take orders for this item if the item is not available in your warehouse.

Note:

The Deferred cutoff date is not considered if you use alternate zone reservation rules, as controlled by the Use Alternate Zone Reservation Logic (I52) system control value. See Alternate Zone Reservation Rules for a discussion.

Cutoff date: the cutoff date for taking orders, whether or not stock is available in your warehouse.
End date: the last date for shipping the item.
Next season open date: the start date of the next season for items with this code.

Example: If you have set up a zone reservation code which includes asparagus roots, and you have divided the country into 6 geographic zones, (Zone 1 through Zone 6), then for each zone you can define a zone reservation date window for shipping asparagus roots.

Zone Reservation Code: AR (Roots):		Spring shipping dates
Zone	Dates
	Start date	Deferred cutoff date	Cutoff date	End date	Next open date
Zone 1 (Deep South)	2/1/06	3/1/06	3/15/06	4/1/06	2/1/06
Zone 2 (Mid South)	2/10/06	3/10/06	3/25/06	4/11/06	2/10/06
Zone 3 (South Atlantic)	2/20/06	3/20/06	4/5/06	4/20/06	2/20/06
Zone 4 (Mid-Atlantic)	3/1/06	4/1/06	4/15/06	5/1/06	3/1/06
Zone 5 (New England/Central )	3/15/06	4/15/06	4/30/06	5/5/06	3/15/06
Zone 6 (North)	4/1/06	4/20/06	5/5/06	5/10/06	4/1/06

Zone Reservation Seasons

A zone reservation-coded item may be shipped in more than one season. For example, you might offer potted perennials in spring and in fall. You would specify two sets of zone date windows: one set for spring, and one for fall.

The zone reservation season is specified on the offer associated with the source code on the order header.

When Do Zone Reservation Rules Apply?

For an order line to be eligible for zone reservation processing:

The item/SKU must be assigned a zone reservation code in the item table to identify it as a zone reservation item.
The offer associated with the order must be linked to a season in the offer table
The shipping address must be assigned to a geographic zone. The system uses ZIP codes or SCF codes to identify geographic zones.
For each zone reservation code, you must define zone date windows for all geographic zones in the country.

Note:

In order for the system to search for a zone in order entry or maintenance, the Bypass Geographic Zone Searching in Order Entry/Order Maintenance (H55) system control value must be unselected.

Zone Reservation Rules

How does the system use zone reservation dates? Zone reservation date windows are used in order entry or maintenance as the basis for zone reservation rules, which control the arrival date for the order line, the display of pop-up windows, and the ability to backorder zone reservation-coded items. Order lines which fall under zone reservation rules are not reserved during order entry; they are reserved during pick slip generation.

Standard Zone Reservation Rules

If the Use Alternate Zone Reservation Logic (I52) system control value is unselected, items which are eligible for zone reservation processing in order entry follow these rules based on the current date:

Prior to the season start date:

The order line is taken as an open order, but is not reserved.
The backorder status = F (Future order).
The arrival date of the order = the zone start date.
The system presents the Display Zone Reservation Dates Window if you have flagged the order type to display zone date windows.

After the season start date but prior to the zone start date:

The order line is taken as an open order, but is not reserved.
The backorder status = Z (Zone reservation).
The arrival date of the order line = the current date.
The system presents the Display Zone Reservation Dates Window if you have flagged the order type to display zone date windows.

After the zone start date but prior to the deferred cutoff date:

The order line is taken as an open order, but is not reserved.
The backorder status = Z (Zone reservation).
The arrival date of the order line = the current date.

After the deferred cutoff date (backorder cutoff date) but prior to the cutoff date:

If stock is available, the order follows the rule listed above.
If stock is not available, the order line follows the rule below.

After the cutoff date, the Select Order Line Option Window presents two options:

Sell out the order line
Take the order line as a future order (backorder status = F) with an arrival date = the next season's start date

Future orders: An order line taken outside the season as a future order will have a future Arrival date and a backorder status of F (Future order). Future order lines are reserved or backordered during the Evaluate Future Orders periodic process. The order is then selected for pick slip generation when the zone opens, since this date is the arrival date for the order line.

The figure shows a chart providing information about Standard Zone Reservation Rules.

Alternate Zone Reservation Rules

Use Alternate Zone Reservation Logic (I52)

Prior to the season start date:

The order line is taken as an open order, but is not reserved.
The backorder status = F (Future order).
The arrival date of the order = the zone start date.
The system presents the Display Zone Reservation Dates Window if you have flagged the order type to display zone date windows.

After the season start date but prior to the zone start date:

If the item has an available quantity or any open purchase orders:
- The order line is taken as an open order, but is not reserved.
- The backorder status = Z (Zone reservation).
- The arrival date of the order line = the current date.
- The system presents the Display Zone Reservation Dates Window if you have flagged the order type to display zone date windows.
If the item has no available quantity or open purchase orders, the Select Order Line Option Window presents two options:
- Sell out the order line
- Take the order line as a future order (backorder status = F) with an arrival date = the next season's start date

After the zone start date but prior to the cutoff date:

If the item has an available quantity or any open purchase orders:
- The order line is taken as an open order, but is not reserved.
- The backorder status = Z (Zone reservation).
- The arrival date of the order line = the current date.
If the item has no available quantity or open purchase orders, the Select Order Line Option Window presents two options:
- Sell out the order line
- Take the order line as a future order (backorder status = F) with an arrival date = the next season's start date

After the cutoff date, the Select Order Line Option Window presents two options:

Sell out the order line
Take the order line as a future order (backorder status = F) with an arrival date = the next season's start date

The figure shows a chart providing information about Alternate Zone Reservation Rules.

Pop-up Windows

Display Zone Reservation Dates Window

If you take an order before the start date: For zone reservation orders taken before the start date, the system displays zone reservation date information in an informational pop-up window.

Controlling the display of this window: This window displays automatically if the Zone date windows field for the order type is selected. For example, you might want to display this informational window for phone orders, but not for mail orders. See Establishing Order Types (WOTY).

Note:

This window displays only once during order entry if multiple items on the order have the same zone start date.

Select Order Line Option Window

If cutoff date has passed: The system displays this window if the item is eligible for zone reservation, but not available for shipment within the zone reservation dates based on the rules used in your company. See Standard Zone Reservation Rules and Alternate Zone Reservation Rules for a discussion of each.

Choosing an option: From this window, you can:

Enter 1 to sell out the order line, and close it immediately.
Enter 2 to add the item as a future order. The arrival date is the Start date of the next season's zone date window for this item in this zone, as specified through Creating and Maintaining Zone Reservation Dates (WZRD). Future orders do not fall under zone reservation rules. The order is reserved through the Evaluate Future Orders periodic function.

Note:

Depending on whether you use Standard Zone Reservation Rules or Alternate Zone Reservation Rules and the current date relative to the zone reservation dates, this window might display a slightly different message. For example, if you are using Alternate Zone Reservation Rules, it is after the season start date, and there is no available or open PO quantity for the item, the window displays the message Item is not currently available, select one of the following options. However, the options are always the same, regardless of the situation which triggered the display of the window.

Overriding Zone Reservation Rules by Arrival Date

You can override zone reservation rules by overriding the order line's arrival date with a different date. Overriding the arrival date automatically updates the order priority to 9 (highest priority) if the Auto Update Order Priority (G45) field in the System Control table is selected. In addition, the override date works in the following ways:

Orders taken before the start of the season: Zone reservation-coded items ordered before the Season start date, regardless of zone, are taken as future orders; the arrival date = the Start date of the zone date window. You can reserve, generate a pick slip for, and ship the item sooner than this date by overriding the arrival date for the order line. If you enter a date that is within the Reservation Lead Days (B27) specified for your company, the item ceases to be a future order, and is reserved immediately if available.
Orders taken on or after the cutoff date: Items ordered after the cutoff date are not taken for the current season, but you can choose to accept the order as a future order with an arrival date = the start date of the next season in which you sell the item. If there is stock available, you can reserve, generate a pick slip for, and ship the item sooner than this by overriding the arrival date for the order line. If you enter a date that is within the Reservation Lead Days (B27) specified for your company, the item ceases to be a future order, and is reserved immediately. When you generate pick slips for current orders this item may be included.
Otherwise, if stock is available: Overriding the arrival date of a zone reservation-coded item (one added with a backorder status of Z (zoned reservation) and the order date as the arrival date) does not change the backorder status of the line; however, you can select this arrival date as a criterion for pick slip generation.

Zone Reservation Rules Summary

Additional Condition?	Zone Reservation Rule	Overriding Zone Reservation
Prior to season start date
None	Zone reservation order line taken as future order Arrival date = zone start date Display Zone Reservation Dates Window if order type specifies	Override the Arrival date on the order line; if you enter a date that is within the Reservation Lead Days (B27), the item ceases to be a future order, and is reserved immediately; otherwise, generate pick slip by Priority (if you have entered a date other than the current date) or Arrival date.
After season start date but prior to zone start date
the Use Alternate Zone Reservation Logic (I52) system control value is selected and there is an available or open PO quantity, or the Use Alternate Zone Reservation Logic (I52) system control value is unselected	Zone reservation order line taken as open order Backorder status = Z Arrival date = current date Display Zone Reservation Dates Window if order type specifies	Override the Arrival date on the order line. Generate pick slip by Priority or Arrival date.
the Use Alternate Zone Reservation Logic (I52) system control value is selected and there is no available or open PO quantity	Select Order Line Option Window provides two options: Sell out order line Take the order as future order with arrival date = zone start date for the next season	Take order as future order.
After zone start date
the Use Alternate Zone Reservation Logic (I52) system control value is selected and there is an available or open PO quantity, or the Use Alternate Zone Reservation Logic (I52) system control value is unselected	Zone reservation order line taken as open order Backorder status = Z Arrival date = current date No pop-up window	Override Arrival date. Generate pick slip by Priority or Arrival date.
the Use Alternate Zone Reservation Logic (I52) system control value is selected and there is no available or open PO quantity	Select Order Line Option Window provides two options: Sell out order line Take the order as future order with arrival date = zone start date for the next season	Take order as future order.
After deferred cutoff date
the Use Alternate Zone Reservation Logic (I52) system control value is selected and there is an available or open PO quantity, or the Use Alternate Zone Reservation Logic (I52) system control value is unselected and there is an available quantity	Zone reservation order line taken as open order Backorder status = Z Arrival date = current date No pop-up window	Override Arrival date. Generate pick slip by Priority or Arrival date
the Use Alternate Zone Reservation Logic (I52) system control value is selected and there is no available or open PO quantity, or the Use Alternate Zone Reservation Logic (I52) system control value is unselected and there is no available quantity	Select Order Line Option Window provides two options: Sell out order line Take the order as future order with arrival date = zone start date for the next season	Take order as future order.
After cutoff date
none	Whether or not stock is available: Select Order Line Option Window provides two options: Sell out order line Take the order as future order with arrival date = zone start date for the next season	Take order as future order. Override Arrival date on order line; if new arrival date is within Reservation Lead Days (B27) and item is available, it is reserved; otherwise, generate pick slip by Priority (if you have entered a date other than the current date) or Arrival date.

Zone Reservation Setup

Overview: All of the values specified below must be set in order for zone reservation rules to apply to an item in order entry.

SKU table: The Zone reservation code field in the SKU table indicates whether or not an order line is processed under zone reservation rules.

Offer table: The Season field in the Offer table identifies the season linked to the offer. A zoned reservation item offered in more than one season (spring and fall, for example) has more than one set of date windows (spring date windows and fall date windows). The zone reservation program uses this information to identify which season's date windows to use. Only order lines whose offers are linked to a season are eligible for zone reservation rules. See Working with Offers (WOFR).

ZIP/City/State table or SCF table: The Geographic zone field in the ZIP/City/State table, or alternatively the Geographic zone field in the SCF table identifies the geographic zone of the ship-to address. You must specify a geographic zone for each ZIP code, or alternatively for each SCF code, to which you ship zone reservation items. You can specify a geographic zone for a range of ZIP codes on the Update Postal Codes by Range Screen.

The Geographic zone in the ZIP/City/State table overrides the Geographic zone in the SCF table for zone reservation processing. The ZIP/City/State table is not company specific; zones assigned at the ZIP/City/State table applies to all companies in your system. You can define different geographic zones for different companies by leaving the Geographic zone field blank in the ZIP/City/State table and instead entering values in the Geographic zone field of the SCF table, which is specific to each company. See Working with SCF Codes (WSCF).

Either of these tables can supply the third required value for an order line to be eligible for processing under zone reservation rules.

System control values:

Bypass Geographic Zone Searching in Order Entry/Order Maintenance (H55): must be unselected.
Use Alternate Zone Reservation Logic (I52): controls whether the system uses Standard Zone Reservation Rules or Alternate Zone Reservation Rules
Auto Update Order Priority (G45): updates to 9 the priority of any order on which the arrival date has been overwritten with a date other than the current date. This includes all zone reservation orders for which you have overridden the zone reservation arrival date. Orders with a priority of 9 takes precedence in pick slip generation if you specify Priority as a criterion.

Note:

You can update the priority of an order by changing the arrival date for the order, for the order ship to, or for the order detail. If you also want to change the shipping date for a zoned reservation item, you must change the arrival date on the Work with Order Line Screen (Changing/Adding an Item).

Other Optional Table Values

Order Type table: The Zone date windows flag in the Order Type table controls whether to display the Display Zone Reservation Dates Window in order entry when a zoned reservation item is ordered prior to the start date for the order's shipping zone. You might want to display this window for phone orders, for example, but not for mail orders. See Establishing Order Types (WOTY) for more information.

Season table: The Start date field in the Season table determines when a zoned reservation item ordered before its Zone Start date is flagged as a future order. The Season Start date must be earlier than the start date for any zone date windows. Zoned reservation items ordered before this earlier Season Start date, are processed as future orders with an arrival date = the zone window start date; they do not fall under zone reservation rules. If the season Start date is left blank, all orders taken before the zone reservation Start date fall under zone reservation rules.

The End date field in the season table is informational only. See Working with Season Codes (WSEA) for more information.

Order Ship-To table: The Geographic zone field in the order ship-to table is automatically populated during order entry for zoned reservation items, and can be used during pick slip generation as a selection criterion.

Reserving Items/Generating Pick Slips

Order lines which fall under zone reservation rules are not reserved or back ordered when the order is taken; they are reserved or back ordered when you generate pick slips, using option 10 (batch reservation). You can generate pick slips for zone reservation-coded items by selecting criteria such as geographic zones, SCF code range, arrival date range.

Zone Reservation/Long SKU Class

Zone reservation codes cannot be used as a selection option for pick slip generation; however, you can generate pick slips for specific long SKU classes. If you designate long SKU classes to parallel zone reservation codes, you can use this selection option to generate pick slips for items with a specific zone reservation code. See Working with Long SKU Classes (WLSC).

Other Information to Note

Backorder reservation: An item/SKU which has been assigned a zone reservation code is processed under zone reservation rules only if the additional requirements for the zone reservation program are in place; otherwise, a zone reservation-coded item follows the standard order entry process. However, a zone reservation-coded item which is backordered under standard order entry procedure is not reserved during backorder reservation (EBO ASYNC) or the Reserve Backorders periodic process even if stock is available. You can reserve backordered stock for these items through Working with Interactive Reservation (MIRV).

Generic order interface: If an item is subject to zone reservation, the system applies the Standard Zone Reservation Rules or Alternate Zone Reservation Rules based on your setup. However, if the zone reservation rules that apply to the item would normally display the Select Order Line Option Window in order entry, the system always adds the item as a future order.

If you are using the Alternate Zone Reservation Rules and you attempt to maintain or review a suspended order that does not yet have payment information, the order does not reflect the zone reservation rules. The zone reservation rules do not apply until the order goes through the editing process.