Picking and Packing Operations: Process Activity (Mobile)

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 screen of the MYOB Acumatica mobile app, which corresponds to the Pick, Pack, and Ship (SO302020) form of MYOB Acumatica.

In this activity, we use the MYOB Acumatica mobile app for Android devices. The appearance and functionality of the mobile app for iOS devices may differ somewhat.

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 with the help of the MYOB Acumatica mobile app. 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 of the form, multiple warehouse locations are configured.
  • On the Stock Items (IN202500) form, the following stock items have been created: APJAM96, ORJAM96, and LEMJAM96. For each stock item, barcodes have been specified on the Cross-Reference tab of the form.
  • On the Sales Orders (SO301000) form, a sales order for the COFFEESHOP customer has been created.
  • On the Shipments (SO302000) form, a shipment has been prepared for this sales order.

Process Overview

In this activity, in the MYOB Acumatica mobile app, you will open the Pick, Pack, and Ship screen (which corresponds to the Pick, Pack, and Ship (SO302020) form in MYOB Acumatica), switch to Pick mode and scan the number of the shipment from the pick list. Then you will pick the items and scan their barcodes and quantities. After you finish picking items, you will switch to Pack mode on the same screen and scan the barcode of the box to which you pack the items. Then you will scan the item barcode and quantity of the items being packed into the box. After you finish packing the items, you will confirm the shipment.

Note:
In any working mode, you enter a command or barcode by typing it in the Scan box and tapping 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, do the following:

  1. Make sure that you have installed the MYOB Acumatica mobile app on your mobile device.
  2. Launch the app.
  3. Enter the URL and optional name of the MYOB Acumatica instance with the U100 dataset preloaded (for example, https://your.acumatica.site.com), and tap Next.
  4. Enter the credentials of the user account you will use in this activity: the perkins username and the 123 password.
  5. Tap Sign In to enter the site.
Attention:
The instructions in the activity steps below may slightly differ in the MYOB mobile app depending on whether the device is running iOS or Android.

Step 1: Picking Items for Shipping

To pick items for shipping, do the following in the MYOB Acumatica mobile app on your mobile device:

  1. On the main menu of the mobile app, tap the Warehouse Management > Pick, Pack, and Ship tile to view the Pick, Pack, and Ship screen.
  2. In the top pane, make sure that Pick mode is in use.
  3. Scan the 000030 barcode, which is the reference number of the shipment for which you are picking items. The system loads the shipment lines and shows the reference number of the shipment in the top pane of the screen.
  4. At the bottom of the screen, tap Review to review the shipment lines.
  5. Go back to the previous screen.
  6. Scan the L3R2S2 barcode to select the location from which the item is picked.
  7. Scan the AJ08 barcode to select the item being picked.
  8. Set the quantity of the item to 12 as follows:
    1. At the bottom of the screen, tap Set Qty to change the quantity of the current line.
    2. Enter 12. The system specifies 12 as the Picked Quantity. To review the entered quantity, tap Review, and then tap the document line with the Apple jam 8 oz. item.
    Note:
    In this activity, you are specifying the quantity in Quantity Editing mode to save time. In a production environment, warehouse workers would instead scan the barcode of each item included in the document.
  9. Go back to the previous screen.
  10. Scan the L2R1S3 barcode to select the location from which the item is picked.
  11. Scan the OJ32 barcode to select the item being picked.
  12. Set the quantity of the item to 6. The system specifies 6 as the Picked Quantity and displays a message in the notification area indicating that the shipment has been picked.
  13. Tap Review to review the picked quantities.
  14. Go back to the previous screen.

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

Step 2: Packing Items for Shipping

To pack items, do the following in the MYOB Acumatica mobile app:

  1. While the Pick, Pack, and Ship screen is still opened on your mobile device, at the bottom of the screen, tap Change Mode > Pack to switch to Pack mode. Notice that the shipment is still selected and its reference number is shown in the top pane.
  2. Scan the MEDIUM barcode to select the box for packaging the shipment.
  3. Scan the AJ08 barcode to select the item being packed.
  4. Set the quantity of the item to 12 as follows:
    1. At the bottom of the screen, tap Set Qty to change the quantity of the current line.
    2. Enter 12. The system specifies 12 as the Picked Quantity.
    3. To review the entered quantity, tap Review, tap MEDIUM, and then tap the document line with the Apple jam 8 oz. item.
  5. Go back to the Pick, Pack, and Ship screen.
  6. Scan the OJ32 barcode to select the item being picked.
  7. Set the quantity of the item to 6. The system specifies 6 as the Packed Quantity and displays a message in the notification area indicating that the shipment is packed in full.
  8. To review the packed quantities of items, do the following:
    1. Tap Review.
    2. Tap MEDIUM.
    3. Tap the document line with the Apple jam 8 oz. item, review the document, and close the Package Content screen.
    4. Tap the document line with the Orange jam 8 oz. item, review the document, and close the Package Content screen.
  9. Go back to the Pick, Pack, and Ship screen.
  10. At the bottom of the screen, tap OK to confirm the package.
  11. In the top right corner of the screen, tap More > Confirm Shipment to confirm the shipment.

You have successfully picked and packed the items of the shipment.