Table of Contents
Group Picklist Proposals
Overview
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
- Sales Order screen
- Picklist Robot with related view: PMX_PICK_LIST_ROBOT_CREATE_PROPOSALS
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 | - | - |