Overpick for Sales Orders, Transfer Orders, and Work Orders
You can specify more than the requested quantity on your pick-and-move requests for sales orders, transfer orders, and work orders. This lets you pick a quantity that makes sense for your business, move it to a staging or processing location, perform your required tasks, and then take appropriate actions to handle the remaining quantities.
You can overpick and move materials on the Confirm Pick Slip page prior to staging the materials for shipping or the shop floor. Select the Overpick and Move icon for a pick line on the Confirm Pick Slip page to open the Overpick and Move window. This icon is available if the Allow overpicking for special handling check box is enabled at the inventory organization level. You can enter a picked quantity for the pick line that's greater than the requested quantity, and move it to an intermediary subinventory prior to confirming the pick to a staging subinventory. Applicable demand types, such as a shipment for a sales order or transfer order, or a work order to the shop floor, can then consume the pick.
Example
Let's look at an example where overpicking could be useful. Let's say that you have items that are boxed in multiples or lots and you need to breakdown the boxes to fulfill the requested quantity. It may not be efficient to perform the breakdown at a congested store's location. Instead, it's easier to move the material to a dedicated location for processing.
Validations
This table shows the validations that the application considers for overpick and move transactions.
|
Validation |
Description |
|---|---|
|
Material Availability |
There must be sufficient on-hand quantity available in the subinventory, locator, or lot for the picked quantity. Other pick lines that are vying for the same material automatically move in parallel, prioritized by due date, across demand types unless there's sufficient on-hand quantity to fulfill them at the source after the move. These other pick lines must not be reserved at a detailed level such as subinventory, locator, and lot. You can split pick lines between the source and intermediary subinventory unless they're constrained by a lot. You can also override the source subinventory, locator, and lot, but the new values are subject to the same material availability rules. |
|
Material Status of Source and Destination |
If the source subinventory, locator, or lot disallow subinventory transfer transactions or pick transactions for the respective demand types, the overpick and move can't be completed. If the intermediary subinventory disallows pick transactions for the respective demand types or the transaction isn't reservable, the overpick and move can't be completed. |
|
Project or Common Inventory Integrity |
The sales order, transfer order, or work order dictate the requirement for project or common inventory. The inventory isn't interchangeable. |
Once you initiate the overpick and move transaction, the application reallocates the target pick line and other qualifying pick lines to their new source subinventory, and locator where applicable.
Considerations
Consider these items when performing an overpick:
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The picked quantity must be greater than or equal to the requested quantity.
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If your inventory organization is set to allow negative balances, you can overpick and move more than is on hand or available.
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Excess material (material that you overpick over the requested quantity that's not allocated to other demand) is considered available for new demand at all times.