User Tools

Site Tools


implementation:wms:adhocpicking

Path: Produmex WMS > Produmex WMS Functional Guide > Performing the Picking Process >

Ad Hoc Picking Flow

Overview

This documentation describes the prerequisites, the configuration steps and the three tasks of the Ad Hoc Picking flow - Customer Collect, Picklist and Route - on the Mobile Client.

Ad Hoc Picking flow

Prerequisites

1. Route task: The picklist is assigned to a route (see Routes Guide).

2. Customer Collect task: The Customer Collect? setting is set to Yes on the Picklist screen.

Picklist screen

Note: If the Is customer coming to collect goods? setting is enabled on the Shipping Types form, the system automatically sets the Customer Collect? setting to true on the generated Picklist Proposal and Picklist screens.

Shipping Types

Configuration

1. Configure the Produmex Picklist Types UDT.

  • Make sure that the Use for Production option is not enabled for the picklist type.
  • Make sure that the Use for Ad Hoc Picking option is enabled for the picklist type.

2. Configure the general settings related to the picking process on the General tab of the Organizational Structure:

  • Picklist Proposal Allowed to Exceed Order
  • Do Not Lock Stock on Picking
  • Allow Overpicking
  • Allow Overpicking (Customer Collect)

General settings

3. Configure the Ad Hoc Picking settings and the General settings of the picklist controller.

Workflow

Ad Hoc Picking Flow Steps

1. Start the flow and select a task

On the Mobile Client select Sales > Ad Hoc Picking and select a task: Customer Collect, Picklist or Route.

Start the flow

Next step:

2. Select a route

Scan or select a route from the list. Every open route that contains at least one picklist is listed.

Displayed information: route date, route number and route description (Template code)

Route

Continue with step 3. Select a picklist.

3. Select a picklist

Scan or select a picklist from the list. Picklists belonging to a wave that is started are indicated with red color.

The following information is displayed:

  • Shipping ID
  • Picklist number
  • Customer code, description and barcode
  • Due date
  • User(s)

Select a picklist

Continue with step 4. Pick and pack remarks.

4. Pick and pack remarks

If a pick and pack remark is added to the picklist, the remark is shown after selecting the picklist. Tap OK to acknowledge the remark.

Pick and pack remark

Next step:

5. Customer Collect: Select a task

On the Select a task screen you have the following options:

  • Tap the Pick items button to start picking the items.
  • If you have already performed a picking process, tap the Confirm goods button to confirm one by one that the products are loaded or tap the Confirm all picked goods button to confirm in one step that the products are loaded.

Note: The Confirm all picked goods button is displayed on the screen if the Allow confirmation that all goods were picked setting is enabled on the picklist controller and the picklist does not contain any item managed by Produmex serial numbers.

Task

Next step:

6. Identify a moveable location

If the Allow to select a moveable location during ad hoc picking setting is enabled on the picklist controller, the Identify moveable location screen is displayed.

Note: If the Auto selection of moveable location during picking? setting is enabled on the picklist controller, the moveable location is automatically selected and the Identify moveable location screen is not displayed. In this case continue with step 9. Select a product.

On the Identify moveable location screen you have the following options:

  • Scan a moveable location or tap the Select moveable location button and select a moveable location from the displayed list. Continue with step 9. Select a product.

Identify or select a moveable

7. Select a customer logistic unit

When there is a picked logistic unit with an open picklist for the same customer and ship to address, the system displays the Select a customer logistic unit screen. You have the following options:

  • If you want to perform the picking onto an existing logistic unit, scan the SSCC of the logistic unit.
  • If you want to perform the picking onto a new logistic unit, tap the New logistic unit button.

Note: By default, only the open logistic units on the same loading dock and for the same customer are listed. When the Allow multiple customers on SSCC? option is enabled on the picklist controller, logistic units for other customers are also listed.

Select a customer logistic unit

Continue with step 8. Create a master or a normal SSCC.

8. Create a master or a normal SSCC

When the Allow to create master SSCC option is enabled on the picklist controller, the system displays the Select a task screen. You have the following options:

  • Tap the Create master SSCC button to pick onto a master SSCC.
  • Tap the Create normal SSCC button to pick onto a normal SSCC.

Create a  master or a normal SSCC

Continue with step 9. Select a product.

9. Select a product

On the Select a product screen each item with open quantity to pick is listed from the picklist.

The following information is displayed:

  • Possible pick locations
  • Item code, description and barcode
  • Quantity to pick

Select a Product

You have the following options:

  • Scan or select a product (see section 9.1)
  • Scan the GTIN (AI 02) of the product (see section 9.2)
  • Tap the Logistic unit is full button (see section 9.3)

9.1. Scan or select a product

Scan or select a product from the list and continue with section 10. Select a loading dock.

9.2. Scan the GTIN (AI 02) of the product

Scan a valid GTIN (AI 02) code and continue with the 13. Enter the quantity step.

Note: If an invalid code is scanned, the system displays the The product is not correct error message. If you tap OK, the system displays the Select a product screen again and a valid code must be entered to proceed with the flow.

9.3. Logistic unit is full

If the picking is performed on an already existing logistic unit, the Logistic Unit is full button is displayed.

  • If the selected logistic unit is full, tap the button and then tap Yes to confirm. Now the logistic label is printed, the system displays Select a product screen again and you can continue the picking process on another logistic unit.
  • If you tap No, the picking continues on the same logistic unit and the Select a product screen is displayed.

Logistic unit is full

10. Select a loading dock

When the Choose dock on ad hoc picking setting is enabled on the picklist controller, the system displays the Select a location screen and a loading dock must be selected.

Note: The setting applies to Picklist and Route tasks.

Select a loading doc

Continue with section 11. Express Ad Hoc Picking.

11. Express Ad Hoc Picking

If the Express Ad Hoc Picking setting is enabled on the picklist controller, the Scan SSCC or Location screen (step 12) is skipped after selecting or scanning a product on the Select a product screen. You have the following options:

  • If the item is available on one single location, the system immediately displays the Enter the quantity screen.
  • If the item is available on more than one location, the system displays the Select a location screen. You can scan the location or select it from the list and then the system displays the Enter the quantity screen.

Express Ad Hoc Picking

Continue with step 13. Enter the quantity.

12. Scan SSCC or location

On the Scan SSCC or Location screen the following information is displayed:

  • Possible pick locations
  • Item code, description and barcode
  • Quantity to pick

Scan SSCC or Location

You have the following options:

  • Scan the source SSCC (see section 12.1)
  • Scan a pick location (see section 12.2)
  • Select a pick location (see section 12.3)
  • Select another moveable location (see section 12.4)
  • Skip the item (see section 12.5)

12.1. Scan the source SSCC

Scan the source SSCC and continue with step13. Enter the quantity.

12.2. Scan a pick location

If the product has no SSCC, scan a pick location and the Scan a product screen is displayed. Scan the product or tap the Select a product button and select the necessary product from the list.

Scan a Location

Continue with step 13. Enter the quantity.

12.3. Select a pick location

If the product to pick has no SSCC, it is also possible to select the necessary location from a list as follows.

  1. Tap No SSCC and the system displays the Scan a Location screen.
  2. Tap Select Location.
  3. Select a pick location from the displayed list. All locations in the warehouse with available stock of the item are listed.
  4. The Scan a product screen is displayed. Scan the product or tap the Select a product button and select the necessary product from the list.

Select a Location

Note:

  • The No SSCC button is not displayed if the Ad Hoc: Force to Scan SSCC setting is enabled on picklist controller.
  • If the Allow ad hoc picking from bulk locations setting is enabled on the picklist controller, the system displays bulk locations (non-pick locations) as well.
  • The Reason requirements when skipping first location setting on the picklist controller defines if a reason is required when selecting a location that is different from the first suggested one.
  • If the Show Stock for Location setting is enabled on the picklist controller, the Select a pick location screen shows the free stock quantity of the selected item for each location listed on the screen.

Select a Pick Location

Continue with step 13. Enter the quantity.

12.4. Other tasks

If you are using a moveable location, the Other tasks button is displayed on the Scan SSCC or location screen and if you tap the button, you have the following options:

  • If you tap the Other mov. loc. button, the system displays the Identify moveable location screen. You can replace the previously selected movable location with another moveable location and then the system goes back to the Select a product screen.
  • If the item must be skipped, tap the Skip item button (see section 12.5).

Other tasks

12.5. Skip the item

If the item must be skipped, tap the Skip Item button and on the next screen, select a reason for not picking the full stock (at least 10 characters).

  • If there is no more item in the picklist, the system displays the All items are picked screen. Tap OK and the system goes back to the Select a picklist screen.
  • If there is another item in the picklist, the system goes back to the Select a product screen.

Skipping item

13. Enter the quantity

Add the quantity to pick and tap the right arrow.

Enter the Quantity

Note:

  • By default, the quantity displayed in the quantity input field is 1. If the Ad hoc: Auto fill quantity setting is enabled on the picklist controller, the quantity to pick is displayed in the quantity input field of the screen.
  • If there is not enough free stock, the following message is displayed: There is not enough free stock. Please enter a new quantity. Tap OK and the system displays the Enter the quantity screen again.

Next step:

14. Customer Collect: Select a task

If there is another item to pick, you have the following options on the Select a task screen:

  • Tap the Go to customer button to go back to the Select a picklist screen.
  • Tap the Pick more items button to go back to the Select a product screen and continue the picking.

Task

15. All items are picked

The system displays the message All items are picked. Tap OK.

All items are picked

Note:

  • If the Ad hoc picking: Keep picking the same item setting is enabled on the picklist controller, the next product to pick can only be selected if the maximum pick quantity of the previously selected product is picked.
  • If the full quantity of the selected item is picked and the 204 - Picking: after item is picked print event is set for the picklist type (on the Print Events tab of the Organizational Structure), the system asks if you want to print a label. To proceed with the printing tap OK.

Next step:

  • Customer Collect task:
    • If the picking process is performed on a movable location, the picklist status is picked. You can start the flow again and confirm the goods (see step 5. Customer Collect: Select a task) or start the packing process with the Packing flow, the Item Packing flow or the Mobile Packing flow.
    • If no movable location is used during the picking process, you start the flow again and confirm the goods (see step 5. Customer Collect: Select a task).
  • Picklist and Route tasks:
    • If the picking process is performed on a movable location, the picklist status is picked and you can start the packing process with the Packing flow, the Item Packing flow or the Mobile Packing flow.
    • If no movable location is used during the picking process, the status of the picklist is defined by the Always status picked? setting of the Produmex Picklist Types UDT (PMX_PLTY).
      • If the setting is enabled, the status of the picklist is picked at the end of the flow and you can proceed with the Consolidated Packing flow.
      • If the setting is disabled, the status of the picklist is packed at the end of the flow and you can proceed with the Shipping flow.

16. Customer Collect: Select a product to confirm

On the Select a product to confirm screen every picked item from the picklist is displayed.

Displayed information:

  • Code of the loading dock
  • Item code, description and barcode
  • Quantity to load

Scan or select a product from the list to pack and tap the right arrow button. Continue with step 17. Customer Collect: Product confirmation.

Note: If you want to stop the loading, tap the Stop confirmation button and the system goes back to the Select a task screen.

Product confirmation

17. Customer Collect: Product confirmation

On the confirmation screens tap Yes to confirm that all products are loaded. The system displays the message The picklist has been finished. Tap OK.

The status of the picklist is closed and the system generates the Sales Delivery document.

Product confirmation

If you Tap No on the first confirmation screen, the system asks you to check the SSCC and the quantity during the confirmation. Scan or select the SSCC and add the item quantity.

Identify SSCC

18. Customer Collect: Confirm all picked goods

Tap the Yes button to confirm in one step that all picked items are loaded. The system closes the picklist and creates the Sales Delivery document.

If you tap the No button, the system goes back to the Select a task screen without confirming the loading.

Confirm all picked goods

implementation/wms/adhocpicking.txt · Last modified: 2020/07/19 09:51 by vise