12. Picking

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12. Picking

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The “Pick” application is responsible for handling Warehouse and Inventory Pick transactions.

Core features of this application include:

  • Lookup Lists for Pick documents
  • Picking to License Plates
  • Picking to Totes
  • Line Splitting
  • Updating Warehouse Shipment quantities/tracking (if desired)
  • Posting

You can access the Picking application from the Home screen by clicking the “Pick” link.

Pick

When launched the Picking Lookup List page will be displayed.

Note: Inventory Picks function almost identically to Warehouse Picks.

Picking Lookup List

The Lookup List page allows you to either scan or select the Pick Document you wish to view.

Picking
Configuration: The maximum number of Documents that appear in this list is configured in the Warehouse Insight Setup page in NAV via the “Document Max List” property (defaults initially to 100).

Use the filter bar to filter the lookup list to specific Documents if required.

The Picking Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:

  • Document Number
    • Pick Documents that have a No. matching the filter will be displayed
  • External Document No.
    • Documents that have an External Document No. matching the filter will be displayed
  • Source No.
    • Documents that have a “Source No.” (Sales Order, Transfer Order, Assembly Order) on the lines that match the filter will be displayed
  • Whse. Document No.
    • Documents that have a “Whse. Document No.” (Whse. Shipment) on the lines that match the filter will be displayed

If you have Logins enabled only documents that are un-assigned or explicitly assigned to the logged in user will be shown. If you wish to see all documents regardless of assignment the “Show All Documents” option must be checked on the Device Configuration page in NAV.

Extensibility: To further enhance or change the Lookup List logic you will need to override event: “WHSE ACTIVITY::GetDocumentList” (ID: 20008) to implement the required logic. However, the event is also used for Put-aways and Movements so additional care must be taken.

Picking Lookup List Columns

The Picking Lookup List can show the following columns.

Column Description
No. This will either be the Sales Order, Transfer Order, Assembly Order or Pick number. If the Device Configuration Card is set to “Use Source Doc.” column will always be the Sales Order or Transfer Order number. The Pick number can instead be referenced in the “Doc #” column if needed.
Document No. This will be the Pick number.
Assigned User ID The User ID the document is assigned to.
Due Date The activity lines “Due Date”.
Reference No. The activity lines “External Document No.”
Source No. The source document for the Pick.
Name The Sell-to Customer Name for Sales Orders. For Transfer Orders this column will always be empty.
Barcode The generated barcode that will be used if a line is selected. This column does not usually need to be shown.

Pick Document

When a Pick is opened the application page will look like so:

Picking (Take)
Callout ID Description
1

The available menu options:

  • Close
  • Post
  • Print
  • Change Quantity
  • Split Line
  • Enter Bin
  • Enter Item
  • Enter License Plate
  • Start/Stop License Plate
  • Hide/Show Completed
  • Change Bin
  • Switch Take/Place
  • Item Inquiry
  • Bin Inquiry
2 The Total Remaining Quantity or Lines to pick for the document
3 Document number and related header information
4 The Document Lines
5 Quantity to Handle, Description and other Line details
6 Status bar indicating status messages or instructions
Extensibility: You may modify the columns shown by modifying the Device Columns for the event “WHSE ACTIVITY::GetDocument” (ID: 20001). However, the columns are currently shared across Put-aways and Movements so additional care must be taken.
Note: If you have Logins enabled on the handheld the Pick when opened may be automatically assigned to the user logged depending on the Device Configuration setting: “Assign Document”.

Picking Items

The standard process flow should be used when picking Items:

  • Scan the Bin to take from
  • Scan the Item to pick
  • Enter the quantity to handle and Item Tracking Information (if required)

See General Document Handling for more information.

The Scan Behaviors page in NAV can also be further configured to control aspects of this process as well. For instance, it is possible to configure it such that a quantity dialog does not ever appear but instead increments the count by one, or to change the default quantity or unit of measure to pick.

For more information about the Scan Behaviors consult the NAV Help.

Menus

The following menus are available by default for Picks. Menus may be added or removed as required from the Device Menus page in NAV under the “Application” Form with a selection of “PICK_DOC” for the Application.

Close (Menu)

Closes the Pick document and brings the user back to the Lookup List page.

If a License Plate is currently being picked to the user will be prompted to print the label.

If auto post is enabled, then the document will be posted prior to closing.

Post (Menu)

Posts the Pick document. Users will be prompted to confirm that the post should occur.

Confirm

After posting of the document is complete the page will be closed, and the user brought back to the Lookup List page.

Extensibility: To extend or customize the post routine (Post + Print, etc.) you will need to override event: “WHSE ACTIVITY::Post” (ID: 20003). However, the event is also used for Put-aways and Movements so additional care must be taken.

Print (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Sends a request to NAV to print NAV any configured report(s). You can configure which reports are printed in the IWX Report Selections with the “Pick” usage.

By default, the reports must be built with a top level DataItem of the type of document being printed. Example: Report “Picking List” (ID: 5752).

Note: For more information on Printing and Printer selections see the NAV help.

Change Quantity (Menu)

Launches the Quantity dialog for the selected line.

Split Line (Menu)

Will split any un handled quantity to a new line. The take bin and lot/serial numbers will be cleared on the new line.

Enter Bin (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Bin that they wish to simulate scanning.

This option can be useful if Bin labels have become damaged or are inaccessible.

Note: It is usually more advisable to open the Bin Inquiry module (see menu options) and reprint the label.

Enter Item (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Item that they wish to simulate scanning.

This option can be useful if Item labels have become damaged or are no longer readable.

Note: It might be more advisable to open the Item Inquiry module (see menu options) and reprint the item label depending on downstream process requirements (e.g. further scanning or item handling may be required).

Enter License Plate (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the License Plate number they wish to simulate scanning.

Note: License Plate labels can be reprinted via the License Plate module on the handhelds but will require exiting the application.

Start/Stop License Plating (Menu)

Will initiate a process flow in which Items are received and added to a License Plate.

See Picking to License Plates for more information.

Hide/Show Completed (Menu)

Toggles whether the received lines (those without Outstanding Quantity) are shown or hidden.

Note: The state of this menu option is saved when the application closes so that next time a Pick document is opened the hide/show state last used will be applied.

Change Bin (Menu)

Changes the Bin for the selected line.

Switch Take/Place (Menu)

Toggles whether the Take or Place lines are shown. For Inventory Picks there will be no “Place” lines.

Configuration: Normally the “Place” lines would automatically be handled without the user needing to do so. However, if desired it is possible to require processing of both the Take and Place lines by setting the Device Configuration “Auto Handle Pick Placements” to false.

Item Inquiry (Menu)

Launches the Item Inquiry management screen pre-filtered to the selected line.

Bin Inquiry (Menu)

Launches the Bin Inquiry management screen pre-filtered to the active Bin.

Assign Totes

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Pressing this menu option will mark the Pick for “Tote Picking” and prompt the user to assign totes to the source documents.

See Picking to Totes for additional information.

Common Configurations and Requests

This section is intended to describe the most common scenarios, requests and features concerning Put-aways. While some topics may require development or customizations they are included here in order to provide a greater understanding of what the software is capable of.

Further information may be obtained from the NAV Help and Support Portal.

Post & Ship

If required, the posting of a Warehouse Pick may be overridden to also post the associated Warehouse Shipment(s). In order to do so the Pick posting event must be extended to also cycle through the Warehouse Shipments and call the shipping post codeunits. This will require custom development.

Card View

By default, the document screens are shown in “Grid” mode. This allows a user to see all expected Pick lines and scroll through them. If you wish to limit the display to a single line at a time you may switch the “Display Mode” to “Card View” on the Device Configuration page in NAV.

In “Card View” the display will change to appear similar to this:

Picking (Take)

Users may still cycle through the lines by pressing the “Previous” and “Next” buttons.

Scanning an Item will not find the appropriate line. The currently shown Bin/Item must match the user scan or an error will be shown.

Note: The data displayed in the “Card” is based on the Device Columns visibility. To show/hide fields you may do so by configuring the Device Columns for the appropriate document event.

Picking to License Plates

If required a License Plate may be built up during the Pick process using the steps outline in Building a License Plate.

Note: The Pick lines do not need to all come from the same Bin. The first Bin picked from will be set on the License Plate. When the Pick is posted the License Plate will update to the Shipment Bin (if Warehouse Shipments are used).

Using a License Plate

If required, a License Plate that has been previously can be scanned to Pick. See Using a License Plate for more information.

Note: The Pick lines must all have the same bin which may require using the “Change Bin” menu option to set the Bins prior to scanning the License Plate. It is not currently possible to pick a License Plate across multiple Bins.

Picking to Totes

Picking to Totes allows users to pick items based on the Source document into specified “totes” that are used to facilitate shipping and packing. This option is useful when pack and ship is separate from the picking process.

Tote Picking is currently only supported on Picks associated with Warehouse Shipments.

Totes are special purpose License Plates that have the “Tote” flag set to “Yes”. These License Plates are intended to be re-used between Picks and not to be shipped out. If you need to ship the totes, consider using the “Picking to License Plates” process instead.

In order to use Tote Picking the following steps should be taken:

  • Mark the Pick as Needing Totes

When the Pick document has been opened press the “Assign Totes” menu option. This will flag the pick as requiring Totes.

Note: If the document is closed and then reopened and the user wishes to continue tote picking they must press the “Assign Totes” menu option again though no totes need to be assigned. Similarly, if mixing the order to only partially tote pick some lines then the user must finish the tote picks, close and reopen the document. Then the non-tote pick lines may be picked.
  • Assign the Totes

When opened a dialog indicating the source documents and any associated totes will be shown, similar to this:

Tote Assignment

A source document may have multiple totes assigned to it. However, a tote may only be assigned to a single source document. If you wish to change the assignment simply select the appropriate line and scan the tote again.

The License Plates “Tote Whse. Document No.” and “Tote Source No.” fields will be updated behind the scenes to reflect the tote assignment.

Note: It is possible to pre-assign totes in NAV however the “Assign Totes” menu option must still be pressed in order to put the Pick into Tote Assignment mode.
  • Scan the Bins and Items to Pick

Follow the normal processes for picking Items. Scan the Bin to take from, the Item to take and the quantity to pick.

  • Confirm the Tote Placement

After the quantity has been entered there will be an additional dialog presented asking the user to confirm the tote that the item is being placed into.

Confirm Table

If an incorrect tote is scanned an error will be displayed and the user must repeat the change quantity process again.

  • Post the Pick

When the Pick is posted the items and License Plates will not be automatically transferred to the Warehouse Shipment. However, the “Tote Whse. Document No.” will be updated to reflect that it is now associated with the shipment.

Note: Regardless of the “Update Shipment on Pick” setting totes will not be ‘assigned’ to the Warehouse Shipment and tracking information will not be updated.
  • Post the Warehouse Shipment

When the Warehouse Shipment is posted the Tote will be reset. All lines, usage and tote assignments will be cleared, and the tote will now be available for picking.

A Tote may also be emptied prior to posting by scanning the Tote. Scanning the Tote will prompt the user if they wish to empty it.

Note: A Tote may be scanned on the shipping lookup list to bring up the associated Warehouse Shipment.

Auto Split on Quantity Change

When a Pick cannot be fully handled by the suggested Bin a Split Line is usually required. While users can use the “Split Line” menu option to achieve this result it’s often desirable to have the line automatically split. In this scenario as soon as the quantity dialog is closed any unplaced quantity will be automatically split out. To enable this option the “Auto-Split Behavior” on the Device Configuration should be set to “Auto-Split User Quantity”.

Auto Post Pick

A Pick document can be set to auto post when the document is closed. This can prevent users from forgetting to post the document. The “Post” menu option can always be used to post the Pick but if auto posting of the Pick is desired, enable the “Auto Register Pick” option on the Device Configuration.

The option should likely not be used if users are simply taking breaks and intend to come back to the document or might not have dropped the items off at their final location.

Override Blank Bins

Sometimes a Pick line can be generated without a suggested Bin to pick from. In these cases, the “Change Bin” menu option can be used to update to an appropriate one as identified by the user. However, if efficiency is of critical importance the “Take Bin Handling” option on the Device Configuration can be set to “Overwrite if Blank”. In which case users can select the line, scan the Bin to take from and the blank bin will be automatically changed to match.

Wave Picking

Warehouse Insight does not have any built-in mechanisms for generating Pick documents. Instead, if wave picking is required the Pick documents must be created in NAV (typically via the Pick Worksheet) and then optionally pre-assigned to users.

Pick Sorting

Often, it’s desirable to sort the Pick documents by some criteria (typically Bin or Zone). Warehouse Insight supports two methods of sorting the Pick documents.

First, users can utilize the Grid sorting methods (clicking of a column to sort ascending or descending). This sort method will be maintained for all Picks going forward or until cleared by the user. However, the sort is limited to a single column and based on a text-based sort.

The second option is to use the NAV “Sorting Method” on the Pick document. Any sorting method applied there will be respected on the devices as well (but can be overridden by a user defined column sort).

Update Shipment Tracking Information

If the Device Configuration “Update Shipment on Pick” option is enabled, then any tracking information entered by the user will be automatically added to the corresponding Shipment document. This is often required when the user performing the pick is also the user shipping the items and no additional scanning is desired. If enabled, the shipping process can be as simple opening the shipment and hitting post, posting from NAV or even extending the Pick registration to post the Shipment at the same time.

If the option is not enabled, then users would typically after posting the Pick then open the Warehouse Shipment document and rescan the items. See “Shipping” for more information.

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