Road Map: Order Picking

Use Order Picking to pick items for a sales order or transfer, scan tracking numbers, print item labels, and print bill of lading labels. See Background for more information.

Before you run this program each time

You should run these programs:

  • Sales Order Maintenance (OE) to enter orders and optionally obligate items and create shipments.

OR

Quote-to-Order Transfer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).

  • Sales Order Print (OP) to print a sales order so that you can use the document as a picking list.

    OR

    Picking List Print (OPK) to print a picking list for a sales order or transfer shipment.

You may have run these program:

  • Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines.

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments, if you have not done so with Sales Order Maintenance (OE).

  • Bill of Lading Maintenance (BLM) to create a bill of lading.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) RF Program Options

  • Branch Maintenance (TBM) to set up branches.

  • (Conditional) Enterprise Item Maintenance (IM) to enter UPC/GTIN codes and select the Validate scan against UPC and item no?.

  • (Conditional) Ship Via Codes Maintenance (TSV) to set up codes and select the BOL required? field to allow printing BOL labels.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

  • (Optional) Label Program Maintenance (TDLM) to add a custom program for printing a bill of lading label when a bill of lading is created.

After you run this program

You will most likely run these programs in this sequence:

  • Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

  • AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

You may also run these programs:

  • Sales Order Inquiry (OQ) to display a sales order.

OR

  • Sales Order Line Inquiry (OIQ) to display a summarized sales order.

  • Bill of Lading Maintenance (BLM) to confirm shipment.