Group Picklist Proposals
Overview
When multiple sales orders exist for the same customer and delivery address, their lines can be grouped into a single picklist proposal, as long as no picklist has been created.
In real life scenarios, it can happen that there is an existing proposal for the sales order(s) but there is extra stock that can be allocated for the sales order, for example additional stock was received, the quantity on the sales order line was increased or a new line was added. If the “Try to group items on 1 proposal? (Y/N)” setting is enabled, the system attempts to group sales order lines into a single picklist proposal by closing the existing proposal and adding all lines of the sales order into a single picklist proposal. Only proposals that do not yet have a picklist can be closed.
This setting applies to creating picklist proposals on:
- Sales Order screen
Configuration
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.
Adding new line to sales order or creating stock for a sales order line
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 101 | initial picklist proposal 1001 | ||
| Item A | 10 | Item A | 10 |
| Item B | 20 | Item B | 20 |
| Item C | 10 | Item C | 10 |
We add a new line to sales order with item D.
| sales order 101 | |
| Item A | 10 |
| Item B | 20 |
| Item C | 10 |
| Item D | 30 |
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 A | 10 |
| Item B | 20 |
| Item C | 10 |
| Item D | 30 |
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 1001 | new picklist proposal 1002 | ||
| Item A | 10 | - | - |
| Item B | 20 | - | - |
| Item C | 10 | - | - |
| - | - | Item D | 30 |
Changing quantity on sales order
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 101 | initial picklist proposal 1001 | ||
| Item A | 10 | Item A | 10 |
| Item B | 20 | Item B | 20 |
| Item C | 10 | Item C | 10 |
We decide to increase the quantities for items B and C.
| sales order 101 | |
| Item A | 10 |
| Item B | 20 + 5 = 25 |
| Item C | 10 + 5 = 15 |
Option a) The system returns all items, it closes the initial picklist proposal 1001 and creates the new picklist proposal 1002.
| sales order | new picklist proposal 1002 | ||
| Item A | 10 | Item A | 10 |
| Item B | 25 | Item B | 25 |
| Item C | 15 | Item C | 15 |
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 order | initial picklist proposal 1001 | new picklist proposal 1002 | |||
| Item A | 10 | Item A | 10 | - | - |
| Item B | 25 | Item B | 20 | Item B | 5 |
| Item C | 15 | Item C | 10 | Item C | 5 |
Example 2
We have two initial sales orders 101 and 102 and a generated picklist proposal 1001.
| sales order 101 | sales order 102 | initial picklist proposal 1001 | |||
| Item A | 10 | - | - | Item A | 10 |
| Item B | 20 | - | - | Item B | 20 |
| Item C | 10 | - | - | Item C | 10 |
| - | - | Item D | 30 | Item D | 30 |
We decide to increase the quantities for items B, C and D.
| sales order 101 | |
| Item A | 10 |
| Item B | 20 + 5 = 25 |
| Item C | 10 + 5 = 15 |
| sales order 102 | |
| Item D | 30 + 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 A | 10 |
| Item B | 25 |
| Item C | 15 |
| Item D | 35 |
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 1001 | new picklist proposal 1002 | ||
| Item A | 10 | - | - |
| Item B | 20 | Item B | 5 |
| Item C | 10 | Item C | 5 |
| Item D | 30 | - | - |
