The pick list proposal screen can be reached through: Produmex > Sales > pick list proposal.

Selection Criteria
On the ‘Pick list proposal - Selection Criteria’ screen the user can create or open pick list proposals based on the customer, the ship-to address and the warehouse.

Enter the Card Code of the customer. After the customer was selected, select a ship to address from the dropdown menu.

Select a warehouse from the dropdown list. Only warehouses managed by Produmex will be listed.

Click on the ‘Cancel’ button to close the screen.
Click on the ‘Ok’ button.

If there are already existing pick list proposals for that customer and address in the selected warehouse, the system will ask whether to open the existing proposals or create new ones.

• Click on ‘Yes’ to open the existing proposal(s).
• Click on ‘No’ to create new proposal(s).
• Click on ‘Cancel’ to close the screen without making any adjustments.

Pick list proposal

Header

• Customer: The Card Code and the name of the customer.
• Address: The ship-to address. (Sales order/ Logistics tab)
• Dock: Select a dock from the dropdown list. Every ‘Loading’ dock and location that can be the destination of picking will be listed from the warehouse of the sales order. The default dock is the first loading dock in alphabetical order. If there is no unloading dock in the warehouse, the default dock is the first bin location that can be the destination of picking in alphabetical order. If there is no loading dock and no bin location that can be the destination of picking, then no pick list proposal can be created.
• Pick list type: The pick list type. By default it is the pick list type set for the base document. If there is no pick list type set on the base document, and the base document is a sales order or a sales invoice, the default pick list type is the pick list type set for the business partner. If there is no pick list type set on the base document and the business partner, the default pick list type is 'Standard'.
• Shipping ID: The shipping ID of the document.
• Number: The pick list proposal number.
• Due date: The date the pick list proposal must be picked. By default the due date is the Delivery date or Due Date from the base document. The default due time is 12:00.
• Pick and pack remarks: Pick and Pack remarks copied from the base document(s). It is possible to adjust the pick and pack remarks on the pick list proposal and the pick list.
• Remarks: Add internal remarks.

If the base document is an Inventory Transfer Request, an additional ’Whs to move location’ field is displayed on the header. Select a destination dock. Every active ’Unloading’ type dock from the destination warehouse is listed.

Grid

• Doc. type: The type of the base document.
• Line: The line number of the line in the base document the pick list proposal line refers to.
• Item Code: The item code. Different batches are displayed in separate lines.
• Barcode: The barcode.
• Item Name: The item name.
• Ordered qty: The ordered quantity from the base document.
• Reserved qty: The quantity locked for the pick list proposal.
• Uom: The unit of measurement from the base document.
• Open qty: The quantity of the stock that still has to be allocated for the sales order. The open quantity is calculated by: {Ordered quantity – Reserved quantity}.
• Available: The available quantity of item in the warehouse of the base document.
• Qty uom 2: The reserved quantity measured in the second UoM.
• Uom2: The second unit of measurement.
• Full stock: The inventory status of the item. Possible values:
  • N - Nothing of this item is in stock
  • P - Some of the items are in stock
  • A - All items are in stock
• Stock compliant shelf life: The inventory status checking the shelf life of the item.
  • N - Nothing of this item checking the shelf life is in stock
  • P - Some of the items checking the shelf life are in stock
  • A - All items checking the shelf life are in stock
• PG: When this field is empty, no pick list was created based on this proposal. When a pick list has been generated based on the proposal, it is marked with an X.
• Batch number: The batch number of the batch that is locked for the proposal.
• Best Before Date: The best before date linked to the stock that is locked for the proposal.
• Logistic Unit: The reserved LUID.
• #on LUID: Quantity of the item linked to the LUID.
• Full LUID? (Y/N): Indicates whether the LUID linked to the locked stock is a full pallet or not.
• Quality: The quality status of the reserved item.
• Cancel date: The cancellation date copied from the base document.
• Ship date: The date of the shipping copied from the base document.
• Sales employee: The sales employee assigned for the task.

Click on the ‘Update’ button to apply the changes.
Click on the ‘Cancel’ button to close the screen.
Click on the ‘Gen.pick list’ button to generate the pick list based on the proposal.
Click on the ‘Close document’ button to close the document.