Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> F. HOW TO CANCEL A PRE-PACKING LIST (it is actually impossible to do)
You cannot cancel a Pre-Packing List. However, you can return the products to stock; this will close the PPL and update the Picking Ticket. See next LU to return items to stock.
|
|
|
Returning products to stock from a PPL |
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> E. HOW TO PRINT THE PRE-PACKING LIST
Printing a document from an available PPL can be useful as it allows the storekeeper to write on it how picked items have been packed. Once done, this will be encoded in the system through the steps 1 & 2 described in the previous section.
Go to: Warehouse / Warehouse Management / Deliveries / Packing
|
|
|
Selecting a PPL an exporting it to PDF |
|
|
|
PPL in PDF |
The “Pre-Packing List” option is also available in the action menu from within the PPL.
PPL can be exported to PDF in the state “Available” or “Closed“. However, if a “Closed” PPL is exported to PDF, the parcel information will not appear on the PDF document.
Note that labels may also be printed from a “Closed” PPL. Use the option “Labels” in the action menu to print them. You will get a PDF file with one page per parcel. Labels can be put on parcels in order to allow the shipper and the customer to properly identify them.
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> D. HOW TO IMPORT A PPL TO AN EXCEL FILE
Available PPL can be imported to Excel file with the information on screen:
Go to: Warehouse / Warehouse Management / Deliveries / Packing
|
|
|
Click on “Update Packing with import |
|
|
|
PPL in Excel – one line has been split in this example |
|
|
|
Result after import of above Excel file |
Note that after import the split lines cannot be aggregated back ( but they can be put in the same range pack eventually). Import checks will ensure that total of split quantities will equal original line quantity. Other checks will control line # and code matching; line Availability; BN/ED existence…
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> C. HOW TO EXPORT A PPL TO AN EXCEL FILE
Available PPL can be exported to Excel file with the information on screen:
Go to: Warehouse / Warehouse Management / Deliveries / Packing
|
|
|
Selecting a PPL and exporting it to Excel |
|
|
|
PPL in Excel |
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> A. LU INTRODUCTION (LU-SU4103)
After the picking process, all picked products (and batches) are transferred on Pre-Packing Lists. A Pre-Packing List can be seen as a sub-packing list, from where parcels can be shipped to the requesting projects/customers. This means that pre-packing lists can be shipped partially to the customer if needed (e.g. if there is not sufficient available space on the plane).
The Pre-Packing List process can also be seen as an internal stock move. Indeed, the selected products and quantities are moved from the “Packing” location to the “Dispatch” location when validating the PPL. Similarly, if products are returned to stock from a PPL, the aforementioned stock move will be cancelled and new one, moving the products from the “Packing” location back to the physical “stock” location, will be created.
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking.
C. HOW TO EXPORT A PPL TO AN EXCEL FILE
D. HOW TO IMPORT A PPL TO AN EXCEL FILE
E. HOW TO PRINT THE PRE-PACKING LIST
F. HOW TO CANCEL A PRE-PACKING LIST (it is actually impossible to do)
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> K. PICKING TICKETS REFERENCES
If you look at the PICK references, you will find various types of references (document numbers):
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> J. HOW TO CANCEL & RESOURCE ON PICKING TICKETS
Cancel & resource is available on Picking Tickets but only on the main PICKS and only on Picking Tickets which have been created following the sourcing of an FO from stock (i.e. not on order). This may be useful if, for example, after deciding to source from stock you realize that goods are actually not available in the stock. Cancel & resource will allow you to resource the request to a supplier (PO).
1) Cancel & resource a Picking Ticket at header level
Go to: Warehouse / Warehouse Management / Deliveries / Picking
|
|
|
Cancelling a main PICK at header level |
3. On the “Cancel Picking” window, click on the “Cancel & Resource” button.
|
|
|
Cancelling & resourcing a main PICK at header level |
|
|
|
Cancelled and resourced main PICK |
|
|
|
FO related to the cancelled and resourced main PICK |
The main PICK (and all its lines) is now cancelled.
The corresponding FO remains in the state “Confirmed“. Lines which have been cancelled & resourced on the PICK are now in the state “Cancelled” (use “Show all lines” filter) while new lines, copy of the “Cancelled” ones, are added on this FO in state “Resourced-v“. In the FO the original Cancelled lines are in state “Cancelled-r” when using filter “Show all”.
2) Cancel & resource a Picking Ticket at line level
Go to: Warehouse / Warehouse Management / Deliveries / Picking
|
|
|
Cancelling one line of a main PICK |
3. On the “Cancel move” window, click on the “Cancel and Resource” button.
|
|
|
Cancelling & resourcing one line of a main PICK |
|
|
|
Cancelled and resourced line on a main PICK |
|
|
|
FO related to the main PICK on which a line was cancelled & resourced |
The cancelled & resourced line on the main PICK has the state “Cancelled“.
The corresponding FO remains in the state “Confirmed“. The original line which was cancelled & resourced on the PICK is now in the state “Cancelled-r” on the FO while a new line, copy of the “Cancelled-r” one, is added on this FO in state “Resourced-v“.
3) Conclusion of the section
Remember that cancel & resource is only available on main PICKS and can only be done if FO has been sourced from stock. In this section, 2 scenarios were outlined. Again, many alternative scenario exist involving partial sourcing, FO sourced partly from stock and partly on order, cancel & resourced done after partial picking, cancel & resource done on split lines, …
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> I. HOW TO CANCEL A PICKING
Sometimes picking documents have to be cancelled. This may happen if you decide to not ship the back-orders or if the requesting project does not need the goods anymore. Cancellation may be done on a main PICK or a sub PICK. Cancellation on main PICK can be done at header or line level while cancellation on sub PICK can only be done at header level.
A cancellation on a main PICK will directly impact the related FO ( and Cancel/Close it/ or its lines) while a cancellation on a sub PICK will simply cancel the sub PICK and resend line items from the sub PICK to the main PICK.
In case of cancellation on a PICK related to a Loan FO, the related counterpart Loan PO document/line will also be Cancelled (see Procurement chapter on FO and PO Loan).
Pick Cancellation often results on products being sent to “Cross Docking” location when products have been sourced to a PO from an FO. In order to avoid this, at Cancellation user now have the option to send the goods either to Cross Docking or to proceed to an INTernal Move (automatically created).
1) Cancellation on main PICK at header level (with FO sourced on order)
Go to: Warehouse / Warehouse Management / Deliveries / Picking
|
|
|
Cancelling a main PICK at header level |
3. Confirm the cancellation in the “Cancel Picking” window by clicking on the “Cancel” button.
|
|
|
Confirming cancellation of a main PICK at header level |
4. Select what needs to be done with the Cancelled products
a) Click on “Cancel Only” to send the goods to cross docking anyway (will be unreserved products)
|
Click on “Cancel only” to proceed anyway to product sent to Cross Docking |
b) Click on “Cancel & create Internal Move” to generate the creation of a new “Available” INT with “Source location” = Cross Docking and “Destination location” = MED/LOG depending on type of products
|
New INT created following main PICK Cancellation |
Please refer to the chapter “LU-SU4201 INTERNAL MOVES” to proceed forward with this INT.
In both cases, the PICK will display the same result: it will be Cancelled
|
|
|
Main PICK cancelled at header level |
The state of the Picking Ticket (and of all its lines) switches to “Cancelled“.
Note that this will also trigger the Closing of the related FO with all FO-lines “Closed” (see below – please note that lines are closed because sourcing was done from PO; had it been done from Stock, lines would have been Cancelled).
|
|
|
FO Closed following cancellation of a main PICK at header level |
2) Cancellation on main PICK at header level (with FO sourced from stock)
Go to: Warehouse / Warehouse Management / Deliveries / Picking
|
|
|
Cancelling a main PICK at header level |
3. Confirm the cancellation in the “Cancel Picking” window by clicking on the “Cancel only” button.
|
|
|
Confirming cancellation of a main PICK at header level |
|
|
|
Main PICK cancelled at header level |
The state of the Picking Ticket (and of all its lines) switches to “Cancelled“.
As a consequence, the corresponding FO (and all its lines) switches to the state “Cancelled” (see below – please note that lines are Cancelled (not Closed) because sourcing has been done from Stock).
|
|
|
FO Cancelled following cancellation of a main PICK at header level (note that “Show all filter” is on) |
3) Cancellation on main PICK at line level (with FO sourced on order)
Go to: Warehouse / Warehouse Management / Deliveries / Picking
|
|
|
Cancelling a line of a main PICK |
3. Confirm the cancellation in the “Cancel Picking” window by clicking on the “Cancel” button.
|
|
|
Confirming cancellation of a PICK at line level |
4. Select what needs to be done with the Cancelled products
a) Click on “Cancel Only” to send the goods to cross docking anyway (will be unreserved products)
|
|
|
Click on “Cancel only” to proceed anyway to product sent to Cross Docking |
b) Click on “Cancel & create Internal Move” to generate the creation of a new “Available” INT with “Source location” = Cross Docking and “Destination location” = MED/LOG depending on type of products
|
||
|
New INT created following PICK line Cancellation |
Please refer to the chapter “LU-SU4201 INTERNAL MOVES” to proceed forward with this INT.
Results on the main PICK are the same in both cases.
|
|
|
Cancelled line on a main PICK – please note that filter has been set to “Show all lines” in order to see the Cancelled lines |
|
|
|
Closed line on the corresponding FO |
On the main PICK, the cancelled line is now in state “Cancelled“.
On the corresponding FO, the line is now in state “Closed” (since FO since sourcing done from PO).
If the related IN has already been processed, goods are in the “Cross docking” location and the user must handle them manually.
4) Cancellation on main PICK at line level (with FO sourced from stock)
Go to: Warehouse / Warehouse Management / Deliveries / Picking
|
|
|
Cancelling a line of a main PICK |
3. On the “Cancel move” window, select “Cancel Only“.
|
|
|
Cancelling a line of a main PICK |
|
|
|
Cancelled line on a main PICK |
|
|
|
Cancelled line on the corresponding FO |
On the main PICK, the cancelled line is now in state “Cancelled“.
On the corresponding FO, the line is now in state “Cancelled“.
5) Cancellation on sub PICK
Cancellation on a sub PICK can only be done at header level. This cancellation will simply resend all the cancelled lines to the main PICK
Go to: Warehouse / Warehouse Management / Deliveries / Picking
|
|
|
Main PICK before cancellation on sub PICK – with filter on “Show all lines” |
|
|
|
Cancelling a sub PICK |
|
|
|
Cancelled sub PICK |
|
|
|
Main PICK after cancellation of sub PICK |
The system informs you that the SUB pick is cancelled and that the corresponding main PICK has been updated. Lines cancelled on the sub PICK are transferred back to the main PICK (No impact on FO).
6) Conclusion of the section
Different scenarios involving cancellation on Picking Tickets have been outlined above. Many alternative scenarios exist involving partial validation of FOs or POs, partial sourcing of FOs, partial confirmation of POs, partial reception of INs, partial picking,…
These various scenarios will have various consequences.
According to the scenario, cancellation on PICK may require manual action of a user who could also have to manually cancel or close related documents (FOs, INs, POS,…).
Note that you can check the “Unreserved Stock report” to see all the Cancelled products that have been sent to Cross Docking ( LU-SU4302 Stock Inventory Report – G. Unreserved Stock report)
The functionality Tools / Documents ‘In Progress‘ may be useful to help you with this as it will close the selected document and cancel any associated documents.
Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> H. HOW TO VALIDATE A PICKING
The end of the picking process consists in validating the sub PICK, once the goods have actually been picked from the warehouse. This may be done with the help of the printed Picking Ticket on which the storekeeper has noted what was actually picked.
Go to: Warehouse / Warehouse Management / Deliveries / Picking
located on the left side of the picked sub PICK (or on the green icon 
in case you need to Validate directly the sub-pick).|
|
|
Validating a sub PICK |
3. Click on the “validate Picking” button located at the bottom of the screen if all items have been picked by the storekeeper according to the printed Picking Ticket. Otherwise, use the pencil icon to enter what has actually been picked by the storekeeper (quantities, batches,…).
|
|
|
Validation of Sub Pick |
|
|
|
Pre-Packing List |
|
|
|
Sub PICK in state “Closed” |
|
|
|
Main PICK in state “Draft” |
The system creates and opens the Pre-Packing List corresponding to the picked sub PICK.
The picked sub PICK switches to the state “Closed“
The main PICK stays in state “Draft” to pick remaining items and can be used in case of returns.
