ax2009_enus_tl1_09

Chapter 09: Sales Order Picking

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CHAPTER 9: SALES ORDER PICKING Objectives

The objectives are:

• Explain how the Inventory dimension group, Inventory model group, and Accounts receivable parameters affect the Item registration setup

• Set up and process an automatic registration of a pick • Set up and process a manual one-step pick • Register serial and batch numbers during the picking process • Work with the transaction in the Pick form to edit, reverse, and split

picks • Set up the Release sales order picking form and allocate on hand

inventory for sales order picking

Introduction Sales Order Picking introduces the features that support item picking registration. It will cover how to perform the following tasks in Microsoft Dynamics® AX 2009:

• Set up the sales picking process • Process a sales pick • Pick item dimensions including serial numbers and batch numbers

Microsoft Official Training Materials for Microsoft Dynamics ® Your use of this content is subject to your current services agreement

Trade and Logistics I in Microsoft Dynamics® AX 2009

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Item Pick Registration Setup Users can set up Microsoft Dynamics® AX 2009 to help them record the item number, configuration, quantity, and dimensions before recording a physical update.

Settings that effect how you perform the pick process are:

• Dimension group: Set up item and storage dimensions requirements for picking.

• Inventory model group: Control the registration requirements. • Accounts receivable setup parameters: Set up transactions for

automatic picking.

Inventory Dimension Group

An item's Inventory dimension group determines which storage dimensions can and must be recorded in the pick process.

You open the Inventory dimensions form by clicking Inventory management > Setup > Dimensions > Dimension groups.



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In the figure, Inventory Dimensions Form, the inventory dimensions warehouse, serial number, and batch number are enabled dimensions. This means they must be specified for items assigned to this dimension group.

FIGURE 9.1 INVENTORY DIMENSIONS FORM



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Inventory Model Group

The Inventory model group setup controls the item's picking requirements. The Inventory model group form is located at Inventory management > Setup > Inventory > Inventory model groups.

FIGURE 9.2 INVENTORY MODEL GROUPS FORM - SETUP TAB

Set up and maintain the settings for the Inventory model group on the Setup tab.

The fields in the Physical update field group determine the workflow used when you send or receive items. With these fields, you can set rules around how an order is handled, both for receiving and shipping.

Inventory Model Group - Parameters

When shipping an item, you can use three parameters in the Setup tab of the Inventory model group form:

• Picking requirements: This parameter determines whether the item's inventory records must have the status Picked before a packing slip can be physically updated or before an inventory journal can be posted. When this is selected, the picking list registration must be manually posted.

• Deduction requirements: This parameter determines that you must physically update item deductions before they can be financially updated.



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• Consolidated picking method: This parameter determines that you manage item picking through an Output order with the pick of multiple orders, and by using picking areas and shipment functionality. Therefore, ensure that this check box is cleared when you register a pick from the sales order line.

NOTE: You can pick items with specific dimension values even though the Picking requirements check box is cleared.

Accounts Receivable Setup

In the Accounts receivable parameters, transactions can be set up for automatic picking. This Parameters form is located at Accounts receivable > Setup > Parameters.

FIGURE 9.3 ACCOUNTS RECEIVABLE PARAMETERS FORM - UPDATES TAB



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On the Updates tab under the Picking list pane, you can select three parameters, as shown in the following table.

Check box Description Automatic reduction, picking list

Select this to reduce the quantity on the picking list to match the quantity available- if the full quantity is not available-in stock. In this manner, a picking list is not made for items not in stock. Notice that for this to work, you must make the picking list from the order header by clicking the Posting button and not directly from the line. Also notice that if the Complete check box on the Sales order line on the General tab is selected, an error will appear because it is then required that you complete the full order and not only a part of it.

Picking route status Select Completed to have the system automatically set the inventory transactions to Picked when you update the picking list. You can select Completed, for example, when the items sold are always in stock and therefore a response to the picking process is not needed. Select Activated if you want to update the picking list manually.

Use default language Use the default language code from your own company information when printing the picking list. If this check box is not selected, the language on the picking list is the customer's language. However, if there is no translation of the customer's language, the default language is used.

NOTE: If both Picking requirements is selected in the inventory model group and Picking route status is set to Completed in the Accounts receivable parameters, the Accounts receivable parameters overrule the settings in the Inventory model group. This means that the picking list registration is performed automatically.



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Picking Processes

You can set up a picking process in three ways, as shown in the table.

Picking process Description Automatic Use when a response to the picking list is not

necessary, for example, when the items sold are always in stock.

Manual - One Step Process Use when the dimension values are known at the time of picking.

Manual - Two Step Process Use when you want to assign a picking task and then peform a physical pick.

Automatic Registration of a Pick You can set up a pick to be automatically registered by selecting Completed in the Picking route status parameter in the Account receivable parameters.

FIGURE 9.4 PICKING ROUTE STATUS FIELD = COMPLETED

Automatic registration of a pick means that a sales order can continue to the Packing slip update after you post the Picking list because the Picking list registration step is automatically completed.

Procedure - Automatic Picking Registration

To enable items for automatic picking in the Accounts receivable parameters, follow these steps.

1. Open Accounts receivable > Setup > Parameters and then click the Updates tab.

2. Select Completed in the Picking route status field and then close the Accounts receivable parameters form.

In a sales order, the Picking list must be posted as usual.

To verify that the status of the sales order is picked after you post the Picking list, click the sales order header and then click Posting > Picking list registration or from the Transactions form, in the Issue field, notice that the status is Picked.

With an issue status of Picked, the order is ready to continue to packing list and invoice update.



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NOTE: You can only perform automatic picking if all required Inventory dimensions are known.

Manual Registration of a Pick Items that require a manual documentation of dimension values, such as serial or batch numbers, follow a one-step or two-step picking process.

• The manual one-step process: Use this process when you know the dimension values at the time of picking and can specified them during the pick process. The process involves registering the actual dimension values when you post the pick.

• The manual two-step process: This process enables you to assign a picking task and then perform the physical pick. The process involves: o Posting and printing a picking list of items to be picked in the

warehouse o Registering the actual dimension values and posting the pick

NOTE: The manual two-step picking process will not be covered in this course. For more details on the two-step picking process, refer to the Microsoft Dynamics AX 2009 Warehouse Management course.

Manual One-Step Process

With the manual one-step process, you do not have to print the pick document because picking is completed directly from the sales order line. To control this process, select the Picking requirements check box in the Inventory model group.

Scenario:

The inventory manager at Contoso Entertainment Systems has noticed that for certain items, there is rarely enough inventory available to fulfill the orders. Therefore, incorrect items are picked or incomplete orders are marked as picked and shipped to the customer.

To resolve this problem, the inventory manager has started a one-step picking process for these items. By using this process, the accuracy of the picking process has improved as additional confirmations must be entered into the system before the order can be marked as picked.



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Procedure: Manual One-Step Process

To pick directly from the sales order line and prepare the order line for packing and invoice update, follow these steps.

1. Select the sales order line and then click the Inventory > Pick. The Pick form opens with the window split into two panes: Transactions and Pick now.

2. In the Pick form, use one of the following methods to pick the items for the sales order: o In the Pick now pane, create a new line. o Create the line automatically by selecting the Auto-create check

box in the Transactions pane. Microsoft Dynamics® AX 2009 then transfers the default dimensions from the Transactions pane to the Pick now pane.

NOTE: If the required inventory dimensions are not selected in the Pick now pane, you cannot post the pick. However, if Blank issue allowed is enabled in the item's Dimension group, you can post the pick without the dimension values.

3. Select the correct inventory dimensions in the Pick now pane before posting the pick. Use the On-hand tab to view which warehouse and which pallet the item is stored or which serial number is available for the item you want to pick. Any default values can be changed.

4. Click the Post all to update the pick and close the Pick form. 5. To verify that the status of the order is now picked, click the sales

order line, and then click Inventory > Transactions. In the Issue field, the status of the item is now Picked.

Item Pick Registration of Serialized and Batch Inventory Serial and batch numbers are inventory storage dimensions and can only be allocated to items, where the Inventory dimension group allows for it. When the dimension values Serial number and Batch number are enabled, you must specify them when picking, unless Blank issue allowed is enabled for the storage dimension.

Scenario:

Contoso Entertainment Systems’ best selling product is a DLP Projector. Because Contoso Entertainment Systems wants to track these items and their sales and maintenance history, they assign each DLP Projector with a serial number at the time that it is picked. The serial number includes the date and location of the pick, and in this manner, the company can collect information about what happens with the DLP Projectors after they leave the warehouses.



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Batch Registration

The Demonstration: Batch Registration will show how the registration of batch numbers is handled on the sales order line by using the manual one-step process.

Demonstration: Batch Registration

In this demonstration, you will create a sales order for an item batch and assign the same batch number to all the items in the picking process. To assign batch numbers to items during the one-step picking process, follow these steps.

1. Create a sales order for ten items of 1706 to customer 1203. 2. Click Inventory > Pick. The Pick form opens, referencing the sales

order, the Transactions, and the Pick now pane. 3. In the Transactions pane, select the batch number for all ten items. 4. Select the Auto-create check box, and the pick line is automatically

created in the Pick now pane. 5. Click the Post all button to post the pick. 6. Confirm that the quantity is 5 and the status is Picked in the Issue

status field in the Transactions pane. 7. Close the Pick form and the sales order is ready to be packing slip

and invoice updated.



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Lab 9.1 - Item Picking Registration of Serialized Inventory Contoso Entertainment Systems - Company CEU

Scenario

Because of previous defects on item number 150110, LCD Television - Batch/Serial, Contoso Entertainment Systems wants to have maximum traceability when these items are sold. The shipping and receiving clerk at the Contoso Entertainment Systems must ensure that the correct items are picked and sold from the inventory.

You have been asked to create and pick a sales order for customer 1202, Owl Wholesales, for five pieces of item number 150110. The sales order must be delivered from Site 2, Warehouse 21. The items must be picked from the same batch but with unique serial numbers.

Prerequisites 1. Create a new item number 150110 LCD Television - Batch/Serial, by

using the following parameters:

Parameter Specification Item group Television

Inventory model group FRP_PICK

Dimension group N-WBS

Batch number group Bat_Auto

Serial number group SNG

2. Create a purchase order for 15 pieces of item number 150110, to Site 2, Warehouse 21 from vendor 1001, Earth Televisions.

3. Register the item arrival and invoice the Purchase order. Serial and batch numbers will automatically be assigned at registration.

Challenge Yourself!

1. Create a sales order as described in the scenario. 2. Use a manual one-step process to pick and register the items on the

sales order line. 3. During the picking process, reserve the items from one batch, each

with unique serial numbers. 4. After you complete the pick, review the transactions to ensure that

the items are all picked and assigned both batch and serial numbers.



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Need a Little Help?

1. Ensure that Picking requirements are checked in the Inventory model group.

2. Ensure that Activated is selected in the Picking route status field in the Accounts receivable parameters.

3. Click Inventory > Pick to start the one-step picking process. 4. In the Pick form, click Reservation to specify the exact serial and

batch numbers for the sales order.

Step by Step

First remember to create the prerequisites for the lab, which are:

• Create Item number 150110. • Create a purchase order for the new item, register it, and invoice it.

1. Click Accounts receivable > Sales Order Details. 2. Press CTRL+N to create a new sales order. 3. Select Customer number 1202, Owl Wholesales. 4. Click Yes in answer to the prompt about how to transfer customer

information. 5. Click OK. 6. Select 150110 in the Item number field. 7. Select “2” in the Site field. 8. Select “21” in the Warehouse field. 9. TAB to the Quantity field and type “5”. 10. On the sales order line, click Inventory > Pick. 11. Click Reservation (if you do not see the Batch number field, use

Inventory > Dimensions display to view it on the form. 12. In one of the batch number lines, type 5 in the Reservation field. 13. Close the Reservation form. 14. Select the Auto-create check box for each of the lines in the Pick

form and then click Post all. The order is now ready for packing slip and invoice update.

15. View the transactions by clicking Inventory > Transactions.



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Edit, Reverse, and Split a Pick During the picking process, you can work with a transaction in the Pick form.

FIGURE 9.5 PICK FORM

To enable the attribution of various Inventory dimension values, a picked line can be:

• Reversed • Edited • Split

To update a pick on a sales line, you must first reverse the transaction.

NOTE: To reverse a pick, the Issue status of the sales line must not be Delivered. As soon as a Packing slip has been posted, the transaction is closed and it cannot be reversed.



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Confirm Inventory Storage Dimensions after Pick Registration

At Contoso Entertainment Systems, some inventory storage dimensions are not confirmed until after pick registration. The active inventory dimensions at Contoso Entertainment Systems are as follows:

• Serial number • Batch number • Warehouse • Site

For some items, because there is so much stock on hand within the warehouses, the storage dimensions of the items that will be picked are not known until the pick has been completed.

Fortunately, Microsoft Dynamics® AX 2009 supports editing, reversing, and splitting of picks. This enables the company to make the changes to the storage dimensions after picking, based on the results of the pick.

Procedure: Unpick and Edit

To unpick and edit a transaction, follow these steps:

1. On the sales order line, click Inventory > Pick. 2. In the Pick form, there is a line in the Transactions pane with an

Issue status of Picked. When you select the Auto-create check box, a line is created in the Pick now pane with a negative quantity. This means that five items are unpicked.

3. To post the reverse pick, click Post all and the Issue status in the Transactions pane is reversed back to On order.

HINT: You can update the quantity in the Pick now field if, for example, only some items must be unpicked. If you change the quantity and post it, this creates two transactions in the Transactions pane - one with the status of Picked, which contains the items that were not unpicked, and one with the status of On order. This is the transaction that must be picked again with new dimension values.

4. The items can now be registered again with the same or new dimension values if they must be edited.

5. In this scenario, you will register the items by using a different warehouse that can be edited either on the sales order line or in the Pick form.

6. To register the items again, select the Auto-create check box and in the Pick now pane, specify the new dimensions, and then click Post all.



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Split a Pick

Use the split function when items on one sales order line must be divided, for example, when:

• you are picking both serial and batch numbers • the lines must be picked from several warehouses

Procedure: Split a Pick

Consider an example of a split where you create a sales order of 20 items and ten of the items are available to be picked from one batch and the remaining items must be picked from a different batch.

To split a transaction, follow these steps.

1. On the sales order line, click Inventory > Pick. 2. Click the Split button on the Transactions pane and you can split or

divide an open transaction into several transactions. 3. A prompt box appears, where you specify the number to move to a

new transaction. Enter the quantity “10” for the amount of items that you want to split in the Split quantity field and then click OK.

In the Transactions pane, there are now two transactions that can be assigned different batch numbers.

4. For each transaction, select a batch number in the Batch number field and then click the Auto-create button to make the pick.

5. When both transactions are in the Pick now pane, click the Post all button and the Issue status for both lines changes to Picked.

The sales order is now ready for picking list and invoice update. To view the transactions for each line, click Inventory > Transactions on the sales order line.



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Lab 9.2 - Edit, Reverse, and Split a Pick Contoso Entertainment Systems - Company CEU

Scenario

Sammy, the shipping and receiving clerk at Contoso Entertainment Systems, was asked to create a sales order for customer 2022, Triangle Headquarters Training Center, for four pieces of item number 1706. All the items must be assigned the same batch number: 000004. After the pick is registered, he is informed that the real batch number is 000005; therefore, he must edit the pick.

After Sammy made the batch number change, he learned that the customer wants to split the order into two batches with two items each. One batch must have the batch number 000004 and the other batch number 000005. When this edit is completed, Sammy decides to examine the transactions to ensure that the changes have been made correctly.

Challenge Yourself!

• Create a sales order for item 1706 as described in the scenario. • Reverse and edit the batch number from 000004 to 000005. • Verify the edit. • Reverse the pick. • Split the pick in two batches with the respective batch numbers:

000004 and 000005. • Verify the changes.

Need a Little Help?

1. Create sales orders in Accounts receivable > Sales Order Details. 2. Edit and reverse inventory dimensions from the Pick form, which is

located at Inventory > Pick. 3. The Auto-create check box on the Pick form will reverse a pick in

addition to support a split. 4. Ensure that you reverse the pick before making edits. 5. Add or edit the serial numbers after you have registered the picking

list.

Step by Step

1. Click Accounts receivable > Sales Order Details. 2. In the advanced view, press CTRL+N to create a new sales order

header. 3. In the Create sales order form, select customer account 2022.



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4. Click Yes to the Transfer customer information dialog box. 5. Click OK in the Create sales order form. 6. Select 1706 in the Item number field. 7. Type “4” in the Quantity field. 8. Press CTRL+S to save the sales order. 9. Click Inventory > Pick to register the pick. 10. Select the Batch number 000004 in the Batch number field in the

Transactions pane. 11. Select the Auto-create check box. 12. Click the Post all button. 13. Close the Pick form. 14. On the Sales order line, click Inventory > Pick to edit the pick. 15. Select the Auto-create check box and then click the Post all button,

to reverse the pick. 16. In the Transactions pane, change the batch number from 000004 to

000005 and select the Auto-create check box. 17. Click the Post all button and close the Pick form. 18. Click Inventory > Transactions to verify that the batch number for

the sales order is now 000005. 19. Click Inventory > Pick to open the Pick form. 20. Select the Auto-create check box and then click the Post all button,

to reverse the pick. 21. In the Transactions pane, click Split to split the order into two

batches. 22. In the Split transaction form, specify -2 in the Split quantity field

and then click OK. 23. Select batch number 000004 for one transaction and batch number

000005 for the other transaction. 24. Select the Auto-create check box for both lines. 25. Click the Post all button. 26. Close the Pick form. 27. Click Inventory > Transactions to verify the changes you made to

the sales order.



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Release Sales Order Picking The Release sales order picking functionality helps warehouse employees gain an overview of the sales orders that are to be released for picking, based on actual availability of items and considering customer service priority. By using this platform for the picking process, you are ensured that only picking lists for items in stock are created.

There are two forms to make the picking process easier: one for sales orders and the other for transfer orders.

Customer Classification Groups

Customer classification groups enable you to flag customers according to service priority. If back orders exist for sales order lines, one of the criteria that you can use to determine which sales orders must have quantity available allocated to them is the customer classification group that you attach to the customer for the line.

FIGURE 9.6 CUSTOMER CLASSIFICATION GROUP FORM

Example:

The warehouse manager must be able to determine which customers’ back orders must have on hand inventory allocated to them first. To create a priority ranking, the warehouse manager attaches a customer classification group to the customers. The warehouse manager creates premium and standard classifications, classifications 1 and 2 respectively, that are then attached to customers.



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Later, the warehouse manager must allocate available inventory to two sales order lines with the same inventory dimensions specified for them on the same shipping date. One sales order line is for a customer whose classification group is 1, and one line is for a customer whose classification group is 2. Because classification 1 customers take priority, all the quantity that is available is allocated to the classification 1 customer's line.

Procedure: Create a Customer Classification Group

To create customer classification groups, follow these steps.

1. Click Accounts receivable > Setup > Customer classification groups.

2. Press CTRL + N to create a new customer classification group. 3. Complete the Customer classification group field, for example, 1. 4. Complete the Description field, for example, Highest priority. 5. Close the Customer classification group form. 6. Click Accounts receivable > Customer Details > General tab. 7. Select a customer classification group in the Customer

classification group field.

When you have attached the customer classification group to the customer, you can see it on any sales order line that appears in the Release sales order picking form.

Set Up the Release Sales Order Picking Form

The fundamental prerequisite for viewing and processing sales order lines in the Release sales order picking form is that there is some quantity available against which to, at least partly, fulfill the sales order line. If this criterion is met, you can define which sales order lines to view in the form by specifying criteria in the Select query that appears when you open the Release sales order picking form.

Additionally, by using the Deduct released for picking option, you can eliminate any lines for picking for which there is no available quantity to allocate.



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Select Criteria for Displaying Sales Order Lines

When you open the Release sales order picking by clicking Inventory management > Periodic > Release sales order picking, you define which data to display in the form by entering selection criteria in the Select query.

FIGURE 9.7 RELEASE ORDER PICKING FORM - SELECT QUERY

Use the selection criteria to, for example:

• Only show the release sales order lines that are going to be shipped before next week. Order Lines.Ship Date = (LessThanDate(7))

• Sort sales order lines by the top customer classification group for the relevant customer so that you can prioritize allocation of limited on hand orders to back orders for high priority customers.

Deduct Released for Picking

The Deduct released for picking feature addresses the problem that some companies experience when they create picking lists without reserving items for the picking list. If you picking list update a sales order line without reserving the items on the line, it may appear that these items are available for use in another order, even though the items have been designated for the original order by their inclusion in the picking list for the original order.

By selecting the Deduct released for picking option you make sure that any order lines that have been picking list updated, but not reserved, are eliminated from the Release sales order picking form.

Therefore, Deduct released for picking enables order takers to obtain a clearer picture of whether they can allocate on hand items for a sales order line.



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You may also be in the situation where a quantity of available items-but not the whole quantity- is picking list updated without being reserved at the same time. In this situation you can see the amount that has been picking list updated but not reserved in the Picking list not reserved field in the On-hand pane of the form.

Example: Deduct Released for Picking

A sales order line for sales order number 00300_036 exists for 500 pieces of item number 1508 from warehouse 1. There are 1,000 pieces of item number 1508 available at warehouse 2.

The warehouse manager opens the Release sales order picking form and notices that four other sales order lines exist for item number 1508, with the same inventory dimensions. The Deduct released for picking parameter is selected.

The warehouse manager leaves the Release sales order picking form open to allocate on hand items to sales order lines after the lunch break. During that morning, two of the other sales order lines are picking list updated, without the items being reserved, because they are marked with a better customer classification group and are therefore a higher picking priority than the sales order line in sales order number 00300_036.

The warehouse manager returns and updates the Release sales order picking form by clicking Recalculate. All the sales order lines disappear because there are now no available items to fill the order. This is because the initial 1,000 pieces have been picking list updated for the two other sales order lines and are, according to the criteria set by the parameter, unavailable for allocation elsewhere.



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Viewing Information in the Release Sales Order Picking Form

When you have selected the sales order lines that you want viewed in the Release sales order picking form, use the information in the form to decide about the on hand items to be allocated for picking.

FIGURE 9.8 RELEASE SALES ORDER PICKING FORM

Quantity Field Group

Use the Quantity field group to obtain a detailed breakdown of the quantity status for the current sales order line. View information for the quantity of the order line that has already been picked or reserved and if reservations exist on ordered, but not yet received receipts.

The Picking list reserved and Picking list not reserved fields are especially beneficial to the warehouse manager who is trying to allocate on hand inventory:

• Picking list reserved - Shows quantities of the item for the current sales order line that have been updated with a picking list and reserved. The reservation will prevent these items from being allocated for another sales order.



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• Picking list not reserved - Shows quantities for the sales order line that have had a picking list printed for them but that have not been reserved in the process. Therefore, although the items are still available for allocation elsewhere, they have in fact been allocated for this order's pick. By considering this field when allocating inventory to sales orders, you can ensure that you do not allocate on hand items that have been picking list updated, but not reserved, for another sales order.

On-hand Field Group

The On-hand field group resembles the Quantity field group except it displays values for all on hand items throughout the system. The field group shows different quantities of on hand items available for each inventory dimension and their status with regard to physical inventory, physical reservation, physical availability, the number of picking list non-reserved items, and other categories of availability.

Allocate On Hand Inventory for Sales Order Lines

When you have defined exactly which sales order lines you want to view in the Release sales order picking form, you are ready to start allocating on hand inventory to the order lines.

Allocate on hand inventory for sales order lines individually by entering a quantity in the Activate now field on the sales order line or by selecting one of the activation methods from the Activation button.

Check Boxes in Sales Line Tab

The check boxes in the Sales line tab of the Release sales order picking form are system selected and provide information about to what extent orders can be fulfilled and how to fulfill them. The following table describes the check boxes.

Check box Description All orders can be delivered

Indicates whether all orders with the same item number and inventory dimensions (storage location) can be delivered by using the current on hand inventory.

Requires allocation Select if you have to decide about how on hand items must be allocated to the sales order. For example, if you have to allocate on hand items to two sales order lines where there is insufficient inventory to fulfill both, the check box is selected and the warehouse manager must make an allocation decision.



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Check box Description Production order exists Select if there is a production order line that

needs the same item with the same inventory dimension with an estimated date before or equal to the shipment date entered in the Select dialog box.

Transfer order exists Select if there is a transfer order line that needs the same item with the same inventory dimension with an estimated date before or equal to the shipment date entered in the Select dialog box.

Delivery Pct possible The percent is calculated on the number of sales order lines that can be fulfilled for a sales order. For example, if two out of the three sales order lines for a sales order can be filled, then the Delivery Pct possible is 67 percent.

Procedure: Activate Quantities from the Sales Order Line

If you activate the quantity on the line, you can allocate a part of the quantity if, for example on hand quantities must be allocated to another priority sales order line or the whole quantity.

To allocate on hand inventory to a sales order line, follow these steps:

1. Click Inventory management > Periodic > Release sales order picking.

2. Select the sales order line for which you want to allocate on hand inventory.

3. Enter a value in the Activate now field. A reservation is automatically created, although you can delete this reservation.

4. Click Recalculate. 5. Click Release for pick to picking list update the items. Items that

were reserved at the time of activation are updated in the Picking list reserved field, and for lines where the reservation was deleted, they are updated in the Picking list not reserved field.



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Activation Methods

By selecting one of the allocation methods from the Activation button, you can allocate on hand inventory to all sales orders that fulfill the activation criteria. The following table describes the Allocation methods.

Activation option Description Clear activate now When you select this option, all Activate now

entries on all the records in the form will be reset.

All orders where entire order can be delivered

When you select this option, the Activate now field is filled in with the value from Activate remainder field for all sales order lines that have 100 percent in the Delivery percent field. EXAMPLE: An order has three lines, and all lines can be fulfilled by the current on hand inventory for the selected inventory dimension for the item. Therefore, in the Delivery Pct. field, the value 100 percent is displayed. If you perform an activation by using the All orders, with the entire order can be delivered option, this order will have its order lines activated with the appropriate quantity.

All orders that have the status reserved physical

When you select this option, the Activation field is filled with the value from the Reserved physical field minus the value from the Picking list reserved field.

All orders that do not require manual allocation

When you select this option, the Activation field is filled with the value from Activate remainder on all sales order lines that have the All orders can be delivered check box selected. EXAMPLE: If you select the All orders that do not need manual allocation option, on hand inventory is allocated to all sales order lines where a flag appears for All orders can be delivered.

When you have finished allocating on hand inventory, you can picking list update the sales order line. The sales order line remains in the view until you have ordered the pick.



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Deliver Remainder

Use the Deliver remainder function to close back orders if, for example, you have insufficient on hand quantity to fill the sales order but have established that it is acceptable to the customer to whom you make an under delivery. The function works in a similar manner to how it does in the sales order form.

FIGURE 9.9 UPDATE REMAINING QUANTITY FORM

To open the Update remaining quantity form, click Functions > Deliver remainder.

Summary Sales order picking is a multi-step process that enables users to:

• Set up item picking registration methods • Register a pick, either manually or automatically • Edit, reverse, or split a pick • Perform release sales order picking

Sales order picking provides a business with an efficient way to ensure the tracking of items that are sent to their customers.

Release Sales Order Picking provided an overview of the sales orders to be released for picking, based on the actual availability of items. Release sales order picking enables a business to consider customer service priority and allocating quantities of on-hand inventory for picking .



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Quick Interaction: Lessons Learned Take a moment and write down three key points you have learned from this chapter:

1.

2.

3.



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ax2009_enus_tl1_09

Documents

inventory model group

hand inventory

inventory dimensions

items inventory records

pick form

pick process

microsoft dynamics ax

item registration setup