Customer Order Pick from Pick List User Guide
About Customer Order Pick from Pick List
The Customer Order Pick from Pick List app allows you to report picking for a part in a Customer Order from a Pick List. The app reports picking for the selected part. The selected part is then moved to the new location in your inventory.
You can use the app to specify information about the Customer Order, and the part to be picked. This can include the Customer Order number, part number, location, quantity, and shipment location.
The app then submits the transaction, and updates your IFS instance with information about the picked part.
This app only displays data for Customer Orders recorded in your IFS instance. Before you run the Customer Order Pick from Pick List app, your IFS instance must contain a Customer Order with a status of "Released" or "Picked".
Report picking for a Customer Order Pick List
The Customer Order Pick from Pick List app allows you to report picking for a part in a Customer Order Pick List. You can exit the app at any time by pressing F3.
Prerequisites:
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The value of the _IFS_CO_PICK_CHOICE configuration element is set to "N".
To report picking for a Customer Order Pick List, complete the following steps in the app.
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On the Customer Order Pick from Pick List screen, for Enter Pick List, complete one of the following actions.
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Enter the Pick List number, and then press Enter.
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Scan a barcode to populate the field.
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To select from a list of available Pick Lists, select Search and select a list, and then press Enter.
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On the Location screen, select the the combination of Part, Location, Serial, Lot, and Line Number you want to pick.
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If the Enter Serial field displays, complete one of the following actions.
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Enter the serial number of the reserved part, and then press Enter.
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Scan a barcode to populate the field.
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To select from a list of available serial numbers, select Search and select a serial, and then press Enter.
Step InformationNote: This field displays only if the part is serial controlled. If the Customer Order requires a quantity of more than one for the specified part, you are prompted to enter a serial number for each required part. -
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If the Enter Lot field displays, complete one of the following actions.
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Enter the lot from which the part was reserved, and then press Enter.
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Scan a barcode to populate the field.
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To select from a list of available lots, select Search and select a lot, and then press Enter.
Step InformationNote: This field displays only if the part is lot controlled. -
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For Enter Qty, enter the quantity you want to pick, and then press Enter.Step InformationNote:If the part is serial tracked, the app automatically uses a quantity of 1 for each serial.
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For Enter Ship Location, complete one of the following actions.
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Enter the location to which the part will be shipped, and then press Enter.
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Scan a barcode to populate the field.
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To select from a list of available locations, select Search and select a location, and then press Enter.
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Result: The app displays the message "Transaction successful". For information about IFS settings modified by the transaction, refer to Updated Customer Order Pick from Pick List settings in IFS.
Report picking for a Customer Order using Pick by Choice
The Customer Order Pick from Pick List app allows you to report picking for a part in a Customer Order Pick List. If you use the Pick by Choice method, you can select a part with a serial or lot that differs from the serial or lot specified on the pick list. You can exit the app at any time by pressing F3.
Prerequisites:
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The value of the _IFS_CO_PICK_CHOICE configuration element is set to "Y".
To report picking for a Customer Order Pick List, complete the following steps in the app.
-
On the Customer Order Pick from Pick List screen, for Enter Pick List, complete one of the following actions.
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Enter the Pick List number, and then press Enter.
-
Scan a barcode to populate the field.
-
To select from a list of available Pick Lists, select Search and select a list, and then press Enter.
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On the Location screen, select the the combination of Part, Location, Serial, Lot, and Line Number you want to pick.
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If the Enter Serial field displays, complete one of the following actions.
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Enter the serial number of the part to pick, and then press Enter.
-
Scan a barcode to populate the field.
-
To select from a list of available serial numbers, select Search and select a serial, and then press Enter.
Step InformationNote: This field displays only if the part is serial controlled. If the Customer Order requires a quantity of more than one for the specified part, you are prompted to enter a serial number for each required part. -
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If the Enter Lot field displays, complete one of the following actions.
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Enter the lot from which to pick the part, and then press Enter.
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Scan a barcode to populate the field.
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To select from a list of available lots, select Search and select a lot, and then press Enter.
Step InformationNote: This field displays only if the part is lot controlled. -
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For Enter Qty, enter the quantity you want to pick, and then press Enter.Step InformationNote:If the part is serial tracked, the app automatically uses a quantity of 1 for each serial.
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For Enter Ship Location, complete one of the following actions.
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Enter the location to which the part will be shipped, and then press Enter.
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Scan a barcode to populate the field.
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To select from a list of available locations, select Search and select a location, and then press Enter.
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Result: The app displays the message "Transaction successful". For information about IFS settings modified by the transaction, refer to Updated Customer Order Pick from Pick List settings in IFS.
Updated Customer Order Pick from Pick List settings in IFS
The Customer Order Pick from Pick List app allows you to issue an inventory part to an IFS Shop Order from a pick list. Every transaction modifies specific data records in IFS.
Customer Order
After you submit the transaction, the Customer Order status is updated to "Picked". You can verify this setting on the Customer Order page.
The transaction also updates the following settings on the Order Lines tab on the Customer Order page.
Status
The status of the order line. After a part is picked, the status is updated to "Picked".
Picked Qty
The quantity of the part that has been picked.
Picked Qty/Sales UoM
The quantity of the part that has been picked, using the sales unit of measure.
Inventory Part
After a part is picked, the following updated setting can be verified on the Quantity per Location Details page.
On Hand Qty
In the source location, the on hand quantity for the part decreases by the amount specified in the app.
In the destination location, the on hand quantity for the part increases by the amount specified in the app.
Inventory Transaction History
The app updates the inventory transaction history in IFS with a new line for each transaction. The following unique settings are added for each transaction. You can verify these settings on the Inventory Transaction History per Part page.
Created
The date on which the transaction took place.
Creation Time
The time at which the transaction took place.
Transaction Code
The transaction for the source location displays "PICK-OUT".
The transaction for the shipment location displays "PICK-IN".
Transaction Description
The transaction for the source location displays "Shipment Inventory Transfer - Issue".
The transaction for the shipment location displays "Shipment Inventory Transfer - Receipt".
Inventory Location
Displays the location in which the transaction took place.
Warehouse
Displays the warehouse in which the transaction took place.
Quantity
The transaction displays the quantity that was picked.
Source Ref Type
The transaction displays "Customer Order".
Source Ref 1
The transaction displays the number of the Customer Order for which the part was picked.
Source Ref 2
The transaction displays the number of the Customer Order release for which the part was picked.
Source Ref 3
The transaction displays the number of the Customer Order sequence for which the part was picked.
By
The user who ran the transaction.
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