Picking and Packing Operations: Implementation Checklist

This topic provides details you can use to ensure that the system is configured properly for the automated picking and packing of items.

Prerequisites

Before you start configuring the workflow for automated processing of shipments, you should make sure that 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.
Warehouses (IN204000) Make sure that the following entities have been created:
Stock Items (IN202500) Make sure that the required stock items have been created, as described in Stock Items: Implementation Activity.

Minimum Workflow Settings

Before you start picking and packing items for shipments by using a barcode scanner or other device, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following table.

Form Criteria to Check
Enable/Disable Features (CS100000) Make sure that the following features are enabled:
  • Multiple Warehouse Locations
  • Warehouse Management
  • Fulfillment
The Warehouse Management tab of the Sales Orders Preferences (SO101000) form Make sure the following check boxes are selected:
  • Display the Pick Tab: If this check box is selected, a user starts the processing of a shipment with picking the items.
  • Display the Pack Tab: If this check box is selected, a user packs the items into the boxes before confirming a shipment.
The Cross-Reference tab of the Stock Items (IN202500) form Make sure that the barcodes have been specified for each item.

Recommended Workflow Settings

We recommend that you configure the workflow for the automated picking and packing by specifying the following settings on the Warehouse Management tab of the Sales Orders Preferences (SO101000) form.

Setting Value Description
Display the Scan Log Tab Selected With this check box selected, the system will display the Scan Log tab on the Pick, Pack, and Ship (SO302020) form; on this tab, a user can review the list of operations that have been performed during the past two weeks.
Short Shipment Confirmation Forbid With the Forbid value selected, a user cannot confirm the picking of the shipment if not all items have been picked.
Explicit Line Confirmation Cleared With this check box cleared, the system does not request user confirmation for each line when the user is performing automated operations in Pick mode and Pack mode.
Confirm Weight for Each Package Cleared With this check box cleared, the user confirms a package, and the system calculates the package weight automatically.

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.

Other Settings That Affect the Workflow

You can affect the workflow for the automated picking and packing of items by specifying additional settings on the Sales Orders Preferences (SO101000) form:

  • To speed up the entry of quantities in the lines being processed, select the Use Default Quantity check box. When this check box is selected, the Set Qty button on the form toolbar of the Pick, Pack, and Ship (SO302020) form becomes available before you scan the barcode of an item. You click this button to specify the default quantity of the item. After the default quantity is specified, the system inserts it in the Picked Qty. or Packed Qty. column each time you scan the barcode of the item.
  • To allow users to confirm partially picked and packed shipments, select Allow with Warning in the Short Shipment Configuration box.

Known Process Limitations

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. Processing of shipments packed to two or more boxes in Pack mode is currently not supported.