Customer Order Pick User Guide
About Customer Order Pick
The Customer Order Pick app allows you to report picking for a part in a Customer Order. The app reserves the part, creates a pick list, and 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 app, your IFS instance must contain a Customer Order with a status of "Released" or "Picked".
Report picking for a Customer Order
The Customer Order Pick app allows you to report picking for a part in a Customer Order.The app reserves the part, creates a Pick List, and reports picking for the selected part. You can exit the app at any time by pressing F3.
Prerequisites: Required IFS settings for Customer Order Pick.
Note:The Customer Order Pick app reports picking only for orders that are not attached to a shipment. If your Customer Order is attached to a shipment, refer to Report picking for a Shipment.
To report picking for a Customer Order, complete the following steps in the app.-
On the Customer Order Pick screen, for Enter Order, complete one of the following actions.
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Enter the Customer Order 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 orders, select Search and select an order, and then press Enter.
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To select the part to pick, for Enter Part, complete one of the following actions.
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Enter the part 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 parts, select Search and select a part from the list, and then press Enter.
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For Customer Order Pick Lines, select the combination of Part, Location, Serial, Lot, and Line Number you want to pick.
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If the Enter Location field displays, complete one of the following actions.
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Enter the location 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 locations, select Search and select a location, and then press Enter.
Step InformationNote:This field displays only if the value of the _IFS_AUTO_VALIDATE_DATA configuration element is set to "No". -
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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, you must enter a quantity of "1".
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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 settings in IFS.
Updated Customer Order Pick settings in IFS
The Customer Order Pick 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".
Reserved Qty
The reserved quantity is updated to match the picked quantity.
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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