The Order Fulfill transaction supports the pick of a GP sales order. Setting options support the ability to pick against an order, invoice, or fulfillment order/invoice type. Regardless of which sales order type is setup, the setup for the type must have a separate fulfillment process marked. Line items already fulfilled will not be available to fulfill as part of this transaction.
There are multiple configuration settings for this transaction to support different workflow options.
Filters and Order Selection
Filters that can be applied to the order selection list include:
- Site
- Batch ID
- Ship Method
These fields are not required to be entered to select the order.
Order
Select the order to pick. Orders that have remaining quantities to fulfill will be available to select.
When selected, any order notes will be displayed.
Pick for Zone
Will be displayed when the Enable Zone Filter on Order Fulfillment is set to true.
Note. To use zone functionality, the Panatracker Advanced Bin Management must be licensed and setup.
Pick action on top right corner to access the item pick list and directives.
Directed Pick with Validation
Based on setting: Directed Pick with Required Validation set to TRUE
This option is typically used with the Pick List Sort Order = Default Bin Code, but not required.
Item
Will default to the first item on the pick list based on the Pick List Sort order setting.
The user may also scan a different item number to pick or pick a different item from the look up list.
The Item Look Up list displays items remaining to pick for the order. Once item is picked complete, it is no longer on the list.
When opening the look up list, it may be filtered by the defaulted item number. Clear the filter using the ‘X’ to display the entire pick list.
The look up list data also includes the quantity remaining to pick and Sales Order Fulfillment default bin for the item+site if setup in GP.
When the item is selected, the item description, pick quantity amount and pick status is displayed under the field.
From Bin
If there is a Sales Order Fulfillment default bin for the item+site, the From Bin will default with that bin.
If the default bin defined has 0 available quantity AND Order Fulfill Enable Available Next Bin is set to true, the bin displayed will be based on a bin with quantity available for that item automatically.
The From Bin lookup includes the item Base Unit of Measure and current available and on hand quantities in the bin for the item. If a bin is defaulted, the look up list can be reset to display all bins with the ‘X’ when the look up list opened.
Other Settings related to Bin:
- Set From Bin Read Only. This will require that ALL items are setup with the Sales Order Fulfillment default bin for the item.
- Allow Negative Bin Available Quantity on Fulfillment. FOR QUANTITY TRACKED ITEMS, allows picking more than available in the bin.
Scan to Validate Item
Scan to validate the item being fulfilled. Scan must match the Item selected.
When the setting Require Scan to Pick is set to true, users cannot use the enter key to confirm the item. The field must be scanned or key entry to validate.
When the setting Enable Quick Order Fulfill is set to true, the directed pick behavior remains in place, however, the Scan to Validate field will be disabled.If
UOM. Unit of measure is displayed based on the order line unit of measure.
When Use Unit of Measure for Order Fulfill is set to true, a different unit of measure can be selected. The proper unit of measure conversions must be setup for the unit of measure schedule to be able to select an alternate unit of measure. There are limitations. For example, if the unit of measure on the order = Case and the unit of measure selected = Each; when the UOM schedule is setup with 0 decimals, a partial quantity cannot be entered for the case since the unit of measure setup does not support a fractional entry.
Quantity
When the item is quantity tracked, the quantity to fulfill is entered.
When Bulk Item Auto Save at Order Fulfillment is set to true and the item is tracked by quantity, the Validate Item field is used to scan each item and the quantity scanned is ‘counted’ by the scans. Note: To use this feature, UOM cannot be enabled. The setting Bulk Item Auto Save Quantity Threshold, when set, determines if the quantity field is available for entry. For example, if the threshold is set to 10 and the remaining to pick quantity is 12, the bulk item auto save feature is bypassed and the quantity field presented for entry to the user.
If the item is Lot Tracked
The Lot field is enabled to select and then the quantity for entry.
Lot field is a look up and will display the lots, lot available quantity, and the corresponding lot dates.
The setting Lot Default Bin overrides the Sales Order Fulfillment default bin for lot tracked items (unless set to None) and will set based on lot date logic.
If the item is Serial Tracked
The serial field is enabled to capture serial numbers. Once the serials scanned = the quantity remaining to pick; the next item is presented.
Additional Functions
The additional function menu supports the ability to skip to the next item in the pick list. Tap on the button and then tap the [Next]. This is used with the directed pick logic.
Ad Hoc Pick Logic
When the Directed Pick with Required Validation is set to false; the item field is not automatically defaulted AND the Validate field is disabled (not displayed). Users will scan or select the item to pick from the Item Field.
Review & Submit
When all items have been picked/fulfilled for the order, the Review screen is automatically displayed for review and submit.
Users may also access the review screen at any point during the pick before all items are fulfilled. Note: The Item look up list keeps the list of items remaining to be fulfilled; therefore, access to the review screen would be to review the order lines as a whole or review the order lines fulfilled.
Edit to the pick can be completed by accessing the pick details during the current pick session from the review screen.
The submit is completed for the items picked to update the sales order document in GP with the quantities and details fulfilled for each line.
If the order is not picked complete, a warning message will display to the user. Response of [Yes] will execute the update to GP. The response of [No] will return the user to the transaction to continue.
Ship ID Assignment
When Order Fulfill Ship ID Behavior is set to Assign Per Box or Assign Per Item; the Ship ID field is enabled.
When Assign Per Box, after the Ship ID is entered, the Ship ID will remain defaulted, and the field set to read only. To change to a new Ship ID, use the Close Box on the additional function menu. This will clear and enable the Ship ID field for the next entry.
When set to Assign Per Item, the Ship ID assignment will be associated with each item and no Close Box function is used.
When Order Fulfill Pallet ID Assignment is set to true, on the Close Box function, the Pallet ID assignment screen is enabled to capture an associated pallet to the Ship ID.
When Capture Shipping Box Details at Box Close is set to true, on the Close Box function, present the enabled Flex Fields for Shipping Box Details. There are 4 flex fields available to define. When using this feature, be sure to have at least one flex field enabled.
Other Workflows
Add Bin Move Logic
When using multiple set up in GP, the option to complete a bin move as part of the order pick step is available. This allows support of keeping the stocking bin quantities up to date for on hand and available quantities in real time. A bin move is completed with each pick to a designated bin.
To enable, set the setting for PGP Android Add Pick To Bin on Order Fulfill to true.
Set the Pick To Bin on Order Fulfill logic to one of the following:
- User Entry
- Site Default Assignment for Sales Order Fulfillment (requires setup in GP on the site)
- Order Code (bin is auto created)
The Pick To Bin field is then enabled on the order selection screen.
Pick Zones
This feature requires the Panatracker Advanced Bin Management license and additional bin setup to assign zones to the bins. When defined, the zone assignment logic can be enabled on Order Fulfill.
Designated Pick Zone Assignments is a profile setting to define the picking of the items based on the zone. The logic only works with the sales order fulfillment default bin logic.
Enable Zone Filter on Order Fulfillment. This enables the zone to support the ability for the user to select which zone they are picking for and filters the order lines based on that zone. The same as the designated pick zone assignment setting, it is used with the sales order fulfillment default logic.