Batch Picking: Implementation Checklist
This topic provides details you can use to ensure that the system is configured properly for picking and packing items in a batch.
Prerequisites
Before you begin processing shipments in a batch, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Sales Orders Preferences (SO101000) form, Inventory Preferences (IN101000) form | Make sure that all necessary settings related to inventory and order management have been specified, as described in Configuration of Order Management: General Information. |
| Enable/Disable Features (CS100000) | Make sure that the following features are enabled:
|
| Stock Items (IN202500) | Make sure that the required stock items have been created, as described in Stock Item Creation: Implementation Activity. |
| Sales Orders Preferences (SO101000) form | Make sure that the automated picking workflow is configured to fit the workflow established in your organization, as described in Picking and Packing Operations: Implementation Checklist or Packing Operations: Implementation Checklist. |
Printing Settings
If the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form, you can configure the printing of documents by using the following settings on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form.
| Setting | Value | Description |
|---|---|---|
| Print Shipment Confirmation Automatically | Selected | With this check box selected, the system prints the shipment confirmation automatically when a user confirms a shipment. |
| Print Shipment Labels Automatically | Selected | With this check box selected, the system prints the shipment labels for the packages included in a shipment when the user confirms the shipment. |
Known Process Limitations
- Shipments cannot be processed in batch pick lists if those shipments include stock items with a lot/serial class that has the When Received assignment method and User-Enterable issue method or When Used assignment method specified on the Lot/Serial Classes (IN207000) form. Such shipments can be processed as separate shipments or in wave pick lists.
- Shipments which include non-stock items of any type cannot be processed in batch pick lists. Such shipments can be processed as separate shipments or in wave pick lists.
- If the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form, a user can process in Pack mode only shipments packed to a single box. The processing of shipments packed in two or more boxes in Pack mode is currently not supported.