Picking and Packing Operations: Process Activity

In the following activity, you will learn how to perform the picking and packing of items for a shipment by using the Pick, Pack, and Ship (SO302020) form.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are a warehouse worker of the wholesale warehouse of the SweetLife Fruits & Jams company. Your warehouse manager gives you a task to prepare a shipment. In your organization, the pick and pack workflow is used, which means that you go through the warehouse locations and pick the items listed in the shipment pick list. Then you go to the packing line and pack the picked items into boxes.

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:
    • Multiple Warehouse Locations
    • Warehouse Management
    • Fulfillment
  • On the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, the Display the Pick Tab and the Display the Pack Tab check boxes are selected.
  • On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: L3R2S1 and L2R1S3.
  • On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding alternate IDs with the Barcode type have been defined on the Cross-Reference tab:
    Note: For simplicity, in this activity, the alternate IDs will be further referred to as barcodes.
    • APJAM08, which has the AJ08 barcode
    • ORJAM32, which has the OJ32 barcode
  • On the Boxes (CS207600) form, the MEDIUM box has been defined.
  • On the Sales Orders (SO301000) form, the 000030 sales order for the COFFEESHOP customer has been created.
  • On the Shipments (SO302000) form, the 000029 shipment has been created for this sales order.

Process Overview

In this activity, you will do the following:

  1. Acting as a picker, you will open the Pick, Pack, and Ship (SO302020) form, and scan the number of the shipment. Then you will pick the items from the warehouse locations and scan their barcodes and quantities.
  2. Acting as a packer, you will switch to Pack mode on the same form and scan the barcode of the box to which you pack the items. Then you will scan the item barcodes and the quantities of the items being packed into the box, and confirm the shipment.
  3. Acting as the warehouse manager, you will open the Shipments (SO302000) form and review the shipment.
Note: In any working mode, you enter a command or barcode by typing it in the Scan box and pressing Enter. In production systems, you will scan the appropriate barcodes rather than manually entering them.

System Preparation

Before you start performing the automated picking and packing operations, you need to perform the following instructions:

  1. Sign in to a company with the U100 dataset preloaded. You should sign in as a warehouse worker with the perkins username and the 123 password.
  2. On the Warehouse Management tab of the Sales Orders Preferences (SO101000) form, make sure the Display the Pick Tab and Display the Pack Tab check boxes are selected.

Step 1: Picking Items for Shipping

To record that the items to be added to a shipment have been picked from the warehouse locations, do the following:

  1. Open the Pick, Pack, and Ship (SO302020) form, and make sure the Pick tab is opened.
  2. In the Scan box, type 000029, which is the reference number of the shipment for which you are performing picking and packing operations, and press Enter. The system loads the shipment lines to the table on the Pick tab, and shows the reference number of the shipment that is currently being processed in the Shipment Nbr. box of the Summary area.
  3. Enter L3R2S1 to select the location from which the item is picked.
  4. Enter AJ08 to pick the item. (AJ08 is the barcode for APJAM08, the 8-ounce jar of apple jam, which is included in the 000029 shipment.)

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

  5. Set the quantity of the item to 10 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 10. The system highlights the corresponding line of the shipment in green and specifies 10 as the Picked Quantity.
  6. Enter L2R1S3 to select another location from which the item is picked.
  7. Enter OJ32 to select the item being picked. (OJ32 is the barcode for ORJAM32, the 32-ounce jar of orange jam, which is included in the 000029 shipment.)

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

  8. Set the quantity of the line to 8. The system highlights in green the second line of the shipment and specifies 8 as the Picked Quantity.

You have picked the items for the shipment, and now you can proceed with packing the shipment.

Step 2: Packing Items for Shipping

To record that the items have been packed into a box, do the following:

  1. While you are still viewing the 000029 shipment on the Pick, Pack, and Ship (SO302020) form, enter @pack in the Scan box to switch to Pack mode. Notice that the shipment is still selected and its reference number is shown in the Shipment Nbr. box of the Summary area.
  2. Enter MEDIUM to select the box for packaging the shipment.
  3. Enter AJ08 to select the item being packed. The system highlights the first line of the shipment in bold and specifies 1 as the Packed Quantity.
  4. Set the quantity of the item to 10 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 10. The system highlights the first line of the shipment in green and specifies 10 as the Packed Quantity.
  5. Enter OJ32 to select the item being packed.
  6. Set the quantity of the item to 8. The shipment is packed in full now.
  7. On the form toolbar, click Confirm Package to confirm the package.
  8. On the form toolbar, click Confirm Shipment.

Step 3: Reviewing the Shipment

To review the result and make sure that the shipment has been confirmed, do the following:

  1. While you are still viewing the 000029 shipment on the Pick, Pack, and Ship (SO302020) form, click the Edit button next to the Shipment Nbr. box. On the Shipments (SO302000) form, which opens, review the shipment that you have processed earlier. It is now assigned the Confirmed status.
  2. Review the Packages tab. Notice that one MEDIUM box is shown in the upper table, and the Contents of Selected Package table shows the items that you have packed into this box, as shown in the following screenshot.
    Figure 1. Confirmed shipment


The shipment processing is completed.