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)

Inventory Preferences (IN101000)

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:
  • Warehouse Management
  • Fulfillment
  • Advanced Picking
Stock Items (IN202500) Make sure that the required stock items have been created, as described in Stock Items: Implementation Activity.
Sales Orders Preferences (SO101000) 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 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.