Paperless Picking: To Process Single-Shipment Pick Lists

In the following activity, you will learn how to process a single-shipment pick list. That is, you will prepare, pick, and pack a pick list of the Single-Shipment type in the paperless picking workflow.

Story

Suppose that in the Wholesale warehouse of SweetLife three shipments require shipping. Two of the shipments are the urgent ones, and the warehouse manager wants to assign picking of these shipments to a picker who picks items faster than any other picker in the warehouse. The third shipment can be picked by any warehouse worker.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

• On the Enable/Disable Features (CS100000) form, the following features have been enabled in the Inventory and Order Management group of features:
  • Warehouse Management
  • Fulfillment
• On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: L3R1S2, L3R2S2, and L3R3S2. On the Totes tab, the following totes have been defined: T14 and T15.
• On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding barcodes have been defined:
  • ORJAM96, which has the OJ96 barcode
  • LEMJAM96, which has the LJ96 barcode
  • APJAM96, which has the AJ96 barcode
• On the Boxes (CS207600) form, the LARGE box has been defined.
• On the Sales Orders (SO301000) form, the following sales orders have been created for the COFFEESHOP customer: 000063, 000063, and 000065.
• On the Shipments (SO302000) form, the following shipment documents have been created for these sales orders: 000059, 000060, and 000061.

Process Overview

1. Acting as a warehouse manager, you will open the Create Pick Lists (SO503050) form, select the shipments to be processed, and create single-shipment pick lists.
2. You will open the Manage Picking Queue (SO503075) form, raise the priority of two pick lists out of three.
3. On the same form, you will assign these two pick lists to a selected picker.
4. On the same form, you will send all created pick lists to the picking queue.
5. Acting as a picker, you will pick items in the first urgent pick list by using the Pick, Pack, and Ship (SO302020) form.
6. On the same form, you will pick items in the second urgent pick list.
7. Acting as a packer, you will pack one of the shipments of the wave by using the Pick, Pack, and Ship form and review the confirmed shipment on the Shipments (SO302000) form.

System Preparation

Before you start performing paperless picking, do the following:

1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded. You should sign in as the warehouse manager by using the angelo username and the 123 password.
2. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, make sure that the business date in your system is set to 1/30/2024. If a different date is displayed, click the Business Date menu button, and select 1/30/2024 on the calendar. For simplicity, in this activity, you will create and process all documents in the system on this business date.
3. Enable the Paperless Picking feature as described in Paperless Picking: Implementation Activity.
4. On the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, make sure that the Display the Pick Tab and Display the Pack Tab check boxes are selected.

Step 1: Creating Pick Lists

To create pick lists, acting as the warehouse manager, do the following:

1. Open the Create Pick Lists (SO503050) form.
2. In the Action box, select Create Single-Shipment Pick Lists.
3. In the Warehouse box, select WHOLESALE.
4. In the End Date box, make sure 1/30/2024 is specified.
5. In the table, select the unlabeled check boxes next to the shipments with reference numbers from 000059 through 000061.
6. On the form toolbar, click Process. Close the Processing dialog box after processing completes.

Step 2: Changing the Priority of Pick Lists

To change the picking priority of the created pick lists, do the following:

1. Open the Manage Picking Queue (SO503075) form.
2. In the Action box, select Change Picking Priority.
3. In the Warehouse box, select WHOLESALE.
4. In the table, select the unlabeled check boxes next to the pick lists with the 000059 and 000060 reference numbers.
5. In the Selection area, select Urgent in the Set Picking Priority to box.
6. On the form toolbar, click Process. Close the Processing dialog box after processing completes.

Notice that the value in the Priority column for the pick lists with reference numbers 000059 and 000060 has been changed to Urgent.

Step 3: Assigning Pick Lists to a Picker

To assign the pick lists with the Urgent priority to a picker, do the following:

1. While you are still viewing the pick lists on the Manage Picking Queue (SO503075) form, in the Action box, select Assign Pick Lists.
2. In the Warehouse box, make sure that WHOLESALE is selected.
3. In the End Date box, make sure that 1/30/2024 is specified.
4. In the table, select the unlabeled check boxes next to the shipments with the 000059 and 000060 reference numbers.
5. In the Selection area, select hardin in the Assign to Picker box.
6. On the form toolbar, click Process. Close the Processing dialog box after processing completes.

Notice that the Assigned Picker column for the pick lists with reference numbers 000059 and 000060 has the hardin value.

Step 4: Sending the Pick Lists to the Picking Queue

To send the pick lists to the picking queue, do the following:

1. While you are still viewing the pick lists on the Manage Picking Queue (SO503075) form, in the Action box, select Send to Picking Queue.
2. In the Warehouse box, make sure that WHOLESALE is selected.
3. On the form toolbar, click Process All. Close the Processing dialog box after processing completes.
4. Sign out of the system.

Step 5: Picking Items in the First Urgent Pick List

Acting as Steven Hardin, the picker, you will accept a pick list, assign a tote to the pick list, and then pick the items, placing them in the selected tote. Do the following:

1. Sign in to the system as a picker by using the hardin username and the 123 password.
2. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
3. On the form toolbar, click Next List.

   In the Summary area, the system prompts you to enter the nearest location.

4. In the Scan box, enter L3R3S1. The system loads the 000060 pick list which is assigned to you and has the closest location.
5. Enter T14 to assign a tote to the pick list you will be picking.

   The system assigns the tote to the 000060 pick list and shows the tote ID in the Tote ID column for the only line of the pick list.

   You have assigned the tote to the pick list, and you can start picking the items.

6. Follow the instructions of the system to pick the items:
   1. Enter L3R3S2 to select the location from which you are currently picking items.
   2. Enter OJ96 to pick the item. (OJ96 is the barcode for ORJAM96, the 96-ounce jar of orange jam, which is included in the 000060 shipment.)

      The system highlights the line in bold and specifies 1 as the Picked Quantity.

   3. Set the quantity of the item to 5 as follows:
      1. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
      2. In the Scan box, enter 5. This indicates that five 96-ounce jars of orange jam have been picked from the location and placed in the T14 tote.

The system indicates that you have finished picking items in the first urgent pick list. In the next step, you will learn how to start picking another pick list.

Step 6: Picking Items in the Second Urgent Pick List

Acting as Steven Hardin, the picker, you will accept the second pick list, assign a tote to the pick list, and then pick the items, placing them in the selected tote. Do the following:

1. On the form toolbar of the Pick, Pack, and Ship (SO302020) form, click Finish and Next to confirm that picking of the first pick list is finished and you are ready to pick another. The system loads the 000059 pick list, which is assigned to you.
2. In the Scan box, enter T15 to assign a tote to the pick list you will be picking.

   The system assigns the tote to the 000059 pick list, and shows the tote ID in the Tote ID column for all lines of the pick list.

   Now you have assigned the tote to the pick list, and you can start picking items.

3. Follow the instructions of the system to pick the items:
   1. Enter L3R2S2 to select the location from which you are currently picking items.
   2. Enter LJ96 to pick the item. (LJ96 is the barcode for LEMJAM96, the 96-ounce jar of lemon jam, which is included in the 000059 shipment.)

      The system highlights the line in bold and specifies 1 as the Picked Quantity.

   3. Set the quantity of the item to 3 as follows:
      1. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
      2. In the Scan box, type 3. This indicates that three 96-ounce jars of lemon jam have been picked from the location and placed in the T15 tote.

   You have finished picking items from this location, so you will proceed to picking items from another location.

4. Follow the instructions of the system to go to the second location and pick the items:
   1. Enter L3R1S2 to select the location from which you are currently picking items.
   2. Enter AJ96 to pick the item. (AJ96 is the barcode for APJAM96, the 96-ounce jar of apple jam, which is included in the 000059 shipment.)
   3. Set the quantity of the item to 5.

   The system indicates that you have finished picking items in the 000059 pick list.

5. On the form toolbar, click Confirm Pick List to confirm that picking has been finished and you are not going to pick items from other pick lists.
6. Sign out of the system.

Step 7: Packing Items for a Shipment

For the purposes of this activity, you will pack just one of the shipments for a pick list with the picked items, acting as a warehouse worker who handles packing. To pack one of the shipments, do the following:

1. Sign in to the system as a warehouse worker who will perform packing operations by using the sauer username and the 123 password.
2. Open the Pick, Pack, and Ship (SO302020) form.
3. Enter T14, which is the reference number of the tote ready for packing.
4. Enter LARGE to select the box in which you are packing the items.
5. Enter OJ96 to select the item being packed. The system highlights the first line of the shipment in bold and specifies 1 as the Packed Quantity, and shows this item in the Package Content tab.
6. Set the quantity of the item to 5 as follows:
   1. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity.
   2. In the Scan box, enter 5. The system highlights the first line of the shipment in green and specifies 5 as the Packed Quantity.
7. On the form toolbar, click Confirm Package to confirm the package.
8. On the form toolbar, click Confirm Shipment.
9. Sign out of the system.
10. Sign in again as a warehouse manager by using the angelo username and the 123 password.
11. On the Shipments (SO302000) form, open the shipment with the 000060 reference number that you have packed, which is now assigned the Confirmed status. On the Packages tab (see the following screenshot), the box in which the items were packed is listed, and the items packed into this box are listed in the Contents of the Selected Package table.