Group Picklist Proposals

If there are multiple sales orders selected for the same customer/address, it is possible to group the lines of the sales orders on the same proposal if no picklist has been created yet.

Each time you create a new proposal, the system closes the existing one(s) and creates one new proposal for all the lines on the sales orders.

The function applies to

1. Open the Organizational Structure.

2. Go to Extension Parameters > Picklist Proposal Generator.

3. Select extension: Picklist Proposal Generator - Generates Picklist Proposals Grouped by Customer-Address

4. Enable the Try to group items on 1 proposal? (Y/N) setting.

Picklist Proposal Generator

If you add new line to sales order or create stock for a sales order line which didn't have any, the following two options are possible:

  • The system (the view) returns all sales order lines which were present in the already created picklist proposal, it closes the initial picklist proposal and creates a new picklist proposal which will contain the new line as well.
    (This is the default behavior when creating proposal(s) from the Sales Order form.)
  • The system (the view) does NOT return all sales order lines which were present in the already created picklist proposal, it keeps the initial picklist proposal and creates a new picklist proposal for the new line.
    (This is the default behavior when creating proposal(s) with the Picklist Robot.)

Example

We have an initial sales order 101 and a generated picklist proposal 1001.

sales order 101initial picklist proposal 1001
Item A10Item A10
Item B20Item B20
Item C10Item C10

We add a new line to sales order with item D.

sales order 101
Item A10
Item B20
Item C10
Item D30

Option a) The system (the view) returns all items, it closes the initial picklist proposal 1001 and creates the new picklist proposal 1002.

new picklist proposal 1002
Item A10
Item B20
Item C10
Item D30

Option b) The system (the view) does NOT return all the original items, it does not close the initial picklist proposal 1001 and creates a new picklist proposal 1002 for the new line.

initial picklist proposal 1001new picklist proposal 1002
Item A10--
Item B20--
Item C10--
--Item D30

If you change the quantity on (a) sales order(s), the following two options are possible:

  • The system (the view) returns all sales order lines which were present in the already created picklist proposal, it closes the initial picklist proposal and creates a new picklist proposal.
    (This is the default behavior when creating proposal(s) from the Sales Order form.)
  • The system (the view) does NOT return all sales order lines which were present in the already created picklist proposal, it keeps the initial picklist proposal and creates a new picklist proposal for the extra quantity.
    (This is the default behavior when creating proposal(s) with the Picklist Robot.)

Example 1

We have an initial sales order and an initial picklist proposal with the same items and quantities:

sales order 101initial picklist proposal 1001
Item A10Item A10
Item B20Item B20
Item C10Item C10

We decide to increase the quantities for items B and C.

sales order 101
Item A10
Item B20 + 5 = 25
Item C10 + 5 = 15

Option a) The system returns all items, it closes the initial picklist proposal 1001 and creates the new picklist proposal 1002.

sales ordernew picklist proposal 1002
Item A10Item A10
Item B25Item B25
Item C15Item C15

Option b) The system does not return all the original items, it does not close the initial picklist proposal 1001 because item A is not in the view. It keeps the initial picklist proposal 1001 and creates a new picklist proposal 1002 for the extra quantity.

sales orderinitial picklist proposal 1001new picklist proposal 1002
Item A10Item A10--
Item B25Item B20Item B5
Item C15Item C10Item C5

Example 2

We have two initial sales orders 101 and 102 and a generated picklist proposal 1001.

sales order 101sales order 102initial picklist proposal 1001
Item A10--Item A10
Item B20--Item B20
Item C10--Item C10
--Item D30Item D30

We decide to increase the quantities for items B, C and D.

sales order 101
Item A10
Item B20 + 5 = 25
Item C10 + 5 = 15
sales order 102
Item D30 + 5 = 35

Option a) The system returns all items, it closes the initial picklist proposal 1001 and creates the new picklist proposal 1002.

new picklist proposal 1002
Item A10
Item B25
Item C15
Item D35

Option b) The system does not return all the original items, it does not close the initial picklist proposal 1001 because item D is not in the view. It keeps the initial picklist proposal 1001 and creates a new picklist proposal 1002 for the extra quantity.

initial picklist proposal 1001new picklist proposal 1002
Item A10--
Item B20Item B5
Item C10Item C5
Item D30--

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