Modifying Sales Order Picklist

The pick list is a report that gets printed prior to Sales Order shipping. It typically includes parts that are being shipped on the order, their lot numbers to be pulled, and the locations they will be pulled from.

The pick list is designed to indicate the materials required to make the item specified on the Job according to the bill of materials. Users can utilize and modify only the default pick list or the additional picklist2 and picklist3 reports as well. Since different jobs may have different specifications, these three reports can be quite useful. When printed the pick list will include any Lots that were staged to the selected Job.

Configuration

The "Print outs menu" and "Printouts -- maintenance" security settings must be set to "Yes" for users who will build and modify report layouts. Additionally, the "Printouts -- edit report layouts for sales" setting is required to modify the Sales Pick List report. Other configuration considerations include sample pick lists created in DEACOM. If customers have just recently installed the DEACOM software, they may need relevant data loaded or created. This occurs during the Implementation process.

Users should also reference the "Configuration" section of the Managing Report Layouts page prior to creating any report.

Process

General process information on designing Report Layouts can be found in the Managing Report Layouts page.

Designing the Sales Order Pick List layout

First, set the default sorting method. Unlike other DEACOM reports, the sorting of this report is controlled via Sales > Options > Printing tab. The setting for “Sort SO Picking By” controls how the Pick List is sorted. If "User-Defined" is selected, the user must enter an expression in the field below for “Sort SO User Expr”.

Next, modify the Pick List report layout. To do so:

  1. Navigate to Print Outs > Maintenance > Report Layouts.
  2. Find the Sales Pick List, click "Modify".
  3. Click "Edit Document", which should open the Report Designer.

When designing their Pick List report, most companies include the following information in the header of the report:

  • Sales Order number along with a barcode to make picking easier in WMS.
  • Date ordered and due to ship.
  • Name and Addresses of the Bill-to and Ship-to Companies.
  • Freight and shipping information.

Most companies include the following information in the body of the report:

  • Part number and description.
  • Quantities and Unit of Measure to be pulled.
  • Lot Numbers to be pulled.
  • Location and Location Type that the inventory is being pulled from.
  • User(s) who picked the order.

There are also a number of calculated fields available that store data like Locations, lot numbers, and QC information. For a description of how these fields work, please contact Tech Support.

Tip: All dmbill and dmship fields are available to the Sales Staging Picklists (salestaging and salestaging2 report layouts)

Printing the Sales Order Pick List

To print a Sales Order Pick List:

  1. Navigate to Print Outs > Picking Lists. Users may utilize available filters (Document Date, Facility, Display, etc.) to narrow down the list of Sales Orders that will be displayed.
  2. Verify the "Mark as printed?" field is checked as desired. If this field is checked, the system will mark the packing list(s) as printed and will update the packing list print date (to_prtpack). If unchecked, the system will not mark the packing list(s) as printed. This field is checked by default.
  3. To print just one Pick List, locate and select the desired Sales Order and click "Print One", otherwise to print Pick Lists for all displayed orders, click "Print All".
  4. On the Copies To Print form, confirm the number of copies that will print and print settings then click "Print".

For more information and reporting options, refer to the Picking Inventory page.