D. HOW TO IMPORT A PPL TO AN EXCEL FILE

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> D. HOW TO IMPORT A PPL TO AN EXCEL FILE

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

  1. Click “Edit(pencil icon) on the PPL you want to import
  2. From the PPL form view, click on button “Update Packing with import” and update your file
  3. Click on “add attachment
  4. Click on “Browse” to retrieve the import file
  5. Click on “Import file

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…

C. HOW TO EXPORT A PPL TO AN EXCEL FILE

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> C. HOW TO EXPORT A PPL TO AN EXCEL FILE

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

  1. Using the check boxes, tick the PPL you wish to Export
  2. Click on the “Export Packing” button

Selecting a PPL and exporting it to Excel

PPL in Excel

B. HOW TO PACK PRODUCTS

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> B. HOW TO PACK PRODUCTS

B. HOW TO PACK PRODUCTS

The pre-packing lists are prepared in the state “Available” after validation of (sub) Picking Tickets. They have to be processed manually to transfer the picked goods to a Packing List. Processing them will transfer the products from the “Packing” location to the “Dispatch” location.

One Pre-Packing List is created per sub Picking Ticket (1:1 relationship). This is illustrated with the reference of the PPL. The PPL with the reference PPL/000XY-AB is linked to the Picking Ticket with the reference PICK/000XY-AB

Note that Pre-Packing lists can be split or merged during the Shipment process.

Go to: Warehouse / Warehouse Management / Deliveries / Packing

  1.  Locate the Pre-Packing List you wish to process. Filters can be used to facilitate the research.
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“Search: Pre-Packing Lists” screen

    2. Edit the Pre-Packing List you wish to process using the pencil icon.

    3. If needed add a “Parcel Comment” for this PPL. This “Parcel Comment” will be transferred through to the Shipment and its related documents (Freight Manifest, Packing list,…)

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Entering a Parcel Comment on a PPL

4. By default all items are put in a single box. All boxes/parcels are in the same line (“From P.=1” “To P.=1” where “From P.” represents the number of the first box in which you will find the product and “To P.” the number of the last box) and identical with the same size and weight.

You have 2 options to Edit the line:

a)  Using the Pencil icon : enables to update the packing product line by product line

b)  Using the “Pack lines” button , after having selected the requested product lines (using the check         boxes): enables to update the packing for several product lines at a time

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Updating line by line – using pencil icon

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Updating several product lines at a time – using “Pack lines”

Note that if you change the number of parcels, the system automatically computes the quantity per parcel (see “QTY P.P” column: 12 and 16 in screenshot below) and splits the quantity equally across the number of parcels on that line range .

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“QTY P.P.” updated automatically – quantity split by 5 (nb of parcels)

This split might impact integer products that might result on decimal quantities per parcel (nb: this is coherent with the current use of kit product). Therefore, decimal quantities per parcel are allowed for integer (PCE) products and PPL can be processed further but a non-blocking message will be displayed for user.

“QTY” of 20 has been split in 3 boxes (form 2 to 4) resulting in non integer QtyP.P. = 6.67

This resulting message will be displayed when trying to Pack – non blocking

This message is a warning for later stage in case user try to “Return” partial range of boxes with decimal quantities from a PPL or from a Ship. In case of return, a blocking message will be displayed.

5.  If one line needs to be split in several parcels, you may use the split icon to split the line as much as needed.

Split product line

Initial quantity of 80 has been split to 60 and 20

Quantity 20 has been packed on a 2d Box 2 and the other products remain in Box 1

6. The “Check integrity” button may help you to see if you did a mistake (overlapping boxes…)

7. Click on the “Pack…” button located at the bottom of the screen to initiate the packing process.

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Updated Pre-packing List with items in 6 boxes “From P” =1 to “To “P=6

8.  You reach the “Packing details: Volumes and Weights” where sizes and weight of the different parcels must be specified. Use the pencil icon to edit each line and specify length/width/height/weight for each parcel. Save each line after update using the floppy icon.

Packing details: Volumes and Weights”

If pack types have been defined in configuration, you may use them to facilitate the process. Note that if your user has the requested rights, you may also define them at this stage. Behind a pack type, you find sizes (length/width/height). None of this field is mandatory but it is recommended to fill them whenever possible.

Note that if in the previous step, items have been distributed evenly in several boxes (e.g. from P1 to P5 in the example above) all these boxes will have the same sizes and weight.

Please also note that the “Save as draft” button will enable you to save this information in case you need to complete it later before processing.

9. Once all lines have been updated, click on the “Process” button. This will open the next document from the flow – Draft Shipment

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Shipment

This image has an empty alt attribute; its file name is ppl-closed.png

Updated PPL

The PPL is now updated and turns to the state “Closed“. Splits done at step 1 of the PPL process, parcel distribution, total volume and total weight appear on the PPL but parcels detailed information (sizes and weights) indicated at step 2 are not visible here.

UniField jumps to the “Shipment” screen in order to allow you to process the next step, the shipment of the packed items to the customer.

If a “Draft” Shipment for the involved customer is available, the PPL is added on it (as it is the case in the above example). Otherwise, a new Shipment is created by the system.

Note that if you need to put a same product/batch in boxes with different sizes and/or weight, the split option should be used at step 1 when processing the PPL ( as detailed previously).

It is also possible to merge different products/batches in a same box (even if they are on lines in the PPL) by encoding them in the same box (“From P.” “To P.”). However, it can be tricky and you need to be very careful not to make the number of the boxes to overlap. Hence, the parcels numbers should be in sequential order from top product line to bottom product line. As already said, the “Check Integrity” button can help you with this.

A. LU INTRODUCTION (LU-SU4103)

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> A. LU INTRODUCTION (LU-SU4103)

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.

K. PICKING TICKETS REFERENCES

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> K. PICKING TICKETS REFERENCES

K. PICKING TICKETS REFERENCES

If you look at the PICK references, you will find various types of references (document numbers):

  1. PICK/XXXXX is used for the references of the main PICKS
  2. PICK/XXXXX-YY is used for the references of the sub PICKS
  3. You will also find references such as PICK-return, PICK-surplus, which are created by claims (see specific LU on claims for further details)

J. HOW TO CANCEL & RESOURCE ON PICKING TICKETS

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> J. HOW TO CANCEL & RESOURCE ON PICKING TICKETS

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

  1. Open the Picking Ticket you wish to cancel & resource.
  2. Click on the “Cancel Picking” button located at the bottom of the screen.

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

  1. Open the Picking Ticket on which you wish to cancel & resource a line.
  2. Click on the red cross located at the right of the line you wish to cancel & resource.

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, …

I. HOW TO CANCEL A PICKING

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> I. HOW TO CANCEL A 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

  1. Open the Picking Ticket you wish to cancel (main PICK in this case)
  2. Click on the “Cancel Picking” button located at the bottom of the screen.

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 andDestination 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

  1. Open the Picking Ticket you wish to cancel (main PICK in this case)
  2. Click on the “Cancel Picking” button located at the bottom of the screen.

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

  1. Open the Picking Ticket on which you wish to cancel a line (main PICK in this case)
  2. Click on the red cross located at the right of the line you wish to cancel

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

Click on “Cancel & create Internal Move” to move the goods via an INT move

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

  1. Open the Picking Ticket on which you want to cancel a line (main PICK in this case)
  2. Click on the red cross located at the right of the line you wish to cancel

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

  1. Open the Picking Ticket you wish to cancel.
  2. Click on the “Cancel Picking” button located at the bottom of the screen.

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 / DocumentsIn Progress‘ may be useful to help you with this as it will close the selected document and cancel any associated documents.

H. HOW TO VALIDATE A PICKING

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> H. HOW TO VALIDATE A 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

  1. Locate the sub PICK which has been picked by the storekeeper.
  2. Click on the pencil icon 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.

G. HOW TO PRINT A PICKING TICKET

Supply User Manual ENG -> 5. Warehouse -> 5.3 LU-SU4102: Picking -> G. HOW TO PRINT A PICKING TICKET

G. HOW TO PRINT A PICKING TICKET

Picking Tickets can be exported to PDF and printed. As picking is actually done using sub PICKS, most of the time sub PICKS are printed to instruct the storekeeper what he/she should pick, but main PICKS are not often printed.

The storekeeper will need a printed document with all products and quantities (including any product specifics such as batch numbers and/or expiry dates to pick) that s/he has to pick, marking whether or not s/he can pick them as requested or if changes need to be made (more/less quantities and according to the full packaging units, stock shortages,…).

Go to: Warehouse / Warehouse Management / Deliveries / Picking

  1. Tick the checkbox located in front of the Picking Ticket that you wish to print
  2. In the action menu, select the option “Picking Ticket”

This image has an empty alt attribute; its file name is pick-1024x251.png

Exporting a Picking Ticket to PDF

     3.  A PDF version of the Picking Ticket is open. You may save, print or send it as needed.

Picking Ticket exported in PDF

Note that the option “Picking Ticket” is also available from the action menu within the Picking Ticket (if you open it).