Picking

These transactions result in a decrease in inventory:

Negative IN Adjustment.
IN Transfer Out.
IN JC Issue Job.
IN Kitset Parent Make to Stock (issued components).
Packing Slip Generation.
AR Invoice (created from SO Entry).
AR Invoice.
AP Credit Note.
FO Factory Order Entry or FO Order Receipt Entry (issued components).

If your bin management system is set up to support your warehouse processes, transaction entry doesn't change. Behind the scenes, bin allocation logic applies to the transaction line when a quantity is entered or when a packing slip is generated.

For example, a transaction that decreases the effect inventory displays the same way in IN Transaction Entry. The bin selection form displays bin allocations and quantities for the location from which to pick the inventory from, not to receive it into.

You can generate a packing slip:

Directly using the sales order.
Using the SO Generate Packing Slips form.
Using the SO Backorder Release form.

Example: SO Entry/PS Maintenance

Greentree applies bin allocation logic when you generate a packing slip from a sales order. You can only view the bin allocations using the Packing Slip Maintenance form. The Bins button is enabled on the Line Item form when you select a bin-managed location line.

Note: You can also right-click the line and select Bins from the menu.

Click Bins to view the allocations. Quantities in the bin display on the form. You can edit the auto-allocated quantities in the Quantity column. You can't enter a quantity to pick that exceeds the quantity available in the bin.

Note: If you do make any changes to data in the bin selection table, you must ensure that the quantity Required (line quantity) and the quantity Entered (sum of bin allocated quantities) are the same. You can't save changes unless Greentree Desktop validates a quantity match.

Suspense

If the User Preferences option Enable bin suspense on picking is selected, click the Suspense button to allocate any shortfall in quantity between the quantity and the entered quantity to be picked from the bin suspense location.

If the Enable bin suspense on picking option is selected, Greentree Desktop assigns quantities to pick from bin suspense if it cannot find a bins to fully pick the order from. This can only occur if the stocking location has enough inventory to satisfy the order, but the bins within that location do not if the sum of bin quantities does not reflect the stocking location quantity on hand.

Auto-allocate

This feature is not enabled for picking transactions.

Click OK or Cancel to close the bin selection form and return to the transaction entry form.

Serial/Lot

If the item being picked is serial/lot controlled, serial/lot data also displays in a column in the bin selection table.

Bin Picking Report

You can hotprint a WBM Picking Report by clicking the Printer icon on the toolbar of the Packing Slip Maintenance form.