Picking List
The list of what to take off the shelves. Lines are copied from the orders that need goods - sales orders, manufacturing orders, subcontracting purchase orders, maintenance and service orders, transfer orders - with the quantity and the date they are needed. The pick itself is recorded on Picking List Registration.
What it is for
It turns orders into work for the warehouse. The movement says what kind of pick it is (for sales, production, a project, a transfer), and the copy buttons bring in that kind of order. A picking list moves no stock.
The one rule people get wrong: a picking list cannot pick more than the order still has open. Lines blocked on the sales order, or orders that refuse partial delivery, are refused here already. The components of a subcontracting order are not picked here: they go to the vendor with a transfer.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Transaction Date | The list's date | |
| Transaction Journal, Movement | The kind of pick | Required. For the project issue movement, a project must be named in the financial dimension of the header and of every line |
| Site, Warehouse | Where to pick | Site required |
| Responsible, Responsibility Central | Who answers for it | |
| Notes | Free text |
Lines
| Field | What it means | What to put |
|---|---|---|
| Origin, Origin Number | The order the line came from | Read only |
| Special Indicator | From the order | |
| Item No, Item Variant, Name | The item | |
| Search Name | The item's search name | Shown when switched on in the company settings |
| Required Unit, Required Quantity | How much is needed | Required, more than zero |
| Required Date, Required Time | When it is needed | |
| Physical available for use | Stock available | Shown when Required Stock Availability In Picking List is ticked on the setting |
| Price, Amount | The order's price | Shown when Required Price in Sales Picking list is ticked |
| Line Text | Free text |
Toolbar
- Copy from Sales Order, Manufacturing Order, Subcontracting Purchase Order, Maintenance Order, Service Order, Transfer Order.
- Open picking list - opens the same list on Picking List Registration.
What it is connected to
- Picking List Registration - records the pick.
- Item Issue To Sales Order, Item Issue To Picking List, Transfer Shipment - issue what was picked.
- Sales Order, Manufacturing Order and Service and maintenance - the orders picked.
- Order to cash - the sales process this picking is a step of.
If something looks wrong
- "Line ID: ... - Required Quantity cannot be zero" / "... Inventory Quantity cannot be zero" / "... Inventory Unit cannot be empty"
- "Basic Data - Item ... Required Quantity: ... cannot exceed Balance Quantity: ... in Sales order: ..." - and the same for Outbound Shipment and Transfer order.
- "Basic Data - Line ID: ... block from Sales Order: ..." / "... Partial Delivery not allowed from Sales Order: ..."
- "Basic Data - Line ID: ... - BOM items of Purchase Order ... are sent with a Transfer Order to the Subcontracting Warehouse; the Item Receipt consumes them"
- "Financial Dimension Project is Mandatory" - a project pick without a project.
- "Picking List Registration: ... cannot be deleted." - something was already issued from it.