Integrate Business Central's picking module with Origins' cumulative shipment.                                                                                                                                               

Module Description

The functionality described in this documentation allows you to integrate the standard functionality of picking management with the Origins module of cumulative shipments ( cumulative shipment documentation ).

The picking is created directly on the individual cumulative shipment by entering the quantities to be collected for each line. This feature can be activated for each location and, unlike the standard feature, does not prevent manual management of the shipment itself.

Since it is not possible to insert transfer orders within a cumulative shipment, the functionality also allows the use of picks to generate transfer shipments.

Setup

Setup Origins

Within the Origins Setup, searchable from the menu, it is possible to activate the function with the flag present in the dedicated tab Picking on cumulative shipments.

Enabling this feature allows the display of dedicated fields and actions within the cumulative shipment and transfer order pages:

• Quantity to be collected and quantities collected in the document line
• picking creation action
• Action to open the picking created on the document

With the Autofill quantity to pick flag, you can automatically fill in the Quantity to Pick field on cumulative shipment and transfer order lines when the line containing the outstanding quantity is created. The field can still be edited manually.

If this function is not activated, the Quantity to be pick in the document line is not pre-valued by the system and remains at 0.

Locations

To allow the system to create the document, indicate the following fields in the location:

• Enable Warehouse Shipping in Cumulative shipment: Enable warehouse management for cumulative shipping, Consequently the Request shipment flag will be activated.
• Enable pickings in cumulative shipments: allows the activation of the function that creates the picking document

Functionality

Picking from cumulative shipment

The creation of cumulative shipments can be carried out as indicated in the dedicated documentation ( cumulative shipment documentation ).

When the cumulative shipment is generated, if the Autofill quantity to be picked flag is active in the Origins setup, the quantity to be picked on the lines of type Item is automatically populated with the outstanding quantity of the line itself.

It can still be changed manually by the user:

Otherwise, the quantity to be pick remains blank and must be filled in manually before creating the picking, otherwise the system will issue an error:

After entering the desired quantity within the quantity to be picked, release the cumulative shipment:

Then using the Create Pick function found in the bulk shipment ribbon under Actions - Functions - Other you can create the pick:

From the pick creation request page, you can specify additional information, such as the user ID to assign the picking task to, whether to not automatically populate the quantity to be managed on the lines, or directly print the created document.

After entering any additional information, click OK to generate the document:

If the shipment is not released, it will not be possible to create the picking and the following message will be displayed:

If you need to change information about a cumulative shipment, you must do so upon reopening. The action will be blocked if a picking already exists for it.

In this case, you'll need to manually delete the pickup and then reopen the cumulative shipment to make the changes. If the pickup hasn't yet been generated, you can directly reopen the cumulative shipment.

To open a pick linked to a cumulative shipment, use the Open Pick function found in the Actions - Functions - More path of the ribbon:

In the pickup, the shipment lines that need to be picked will be visible, along with the relative quantities.

In the header you can also view the cumulative shipment number from which it derives:

From here the management turns out to be the standard management of the picking.

On the lines you can indicate tracking, if necessary, and the quantity to be managed:

If you need to assign multiple lots/serials/packages to the same row, you can use the standard Split Rows feature in the Functions section. First indicate the quantity to be managed and then click Split Rows. The difference will be applied to the new row automatically created by the function.

If the location on which the picking was created is managed by placement, the picking appears differently.

Each cumulative shipping line will be linked to two picking lines, one "Take" and one "Place." The first indicates the location where the item is available for inventory, and the second is the shipping location.

In this case the lines always go in pairs, so if the quantity to be managed or the traceability is modified on a Take type line, the same modification will also have to be made on the corresponding Put type line.

When the picking is created but not yet registered, in the cumulative shipment the picking Status is automatically changed to In picking:

After having indicated all the necessary data in the picking lines, you can carry out the registration with the Register action:

When registering the picking:

• the picking is deleted, even if not fully recorded

On the cumulative shipment the quantity to be collected is reset to zero and the quantity collected and the quantity to be shipped are populated with the quantity recorded by the picking

• If the items require tracking, this is automatically populated on the cumulative shipment line with the batch/serial/package indicated in the pickup:

The Pick Status present in the header of the cumulative shipment changes to Fully Picked or Partially Picked based on how the generated pick was processed.

WARNING: If the outstanding quantity for the line is 10, but a partial quantity is sent in the picking, for example 5, and the picking is processed entirely, therefore for 5 pieces, the picking is considered completely processed; consequently, the shipment status will be completely collected .

After recording the pickup, you can manually change both the quantity to be shipped and the line tracking. If you want to generate a new pickup for the remaining quantities, you can:

1. reopen the cumulative shipment,
2. indicate the remaining quantity to be pick,
3. re-release the cumulative shipment,
4. create and record the new picking.

The quantity collected, quantity to be shipped and tracking will be added to the previous picking.

The user will then be able to complete the shipment data, such as weight, volume and shipping company, and register the shipment.

Release and creation of picking from the cumulative shipment list

If you need to create multiple pickups at the same time, you can use the Mass Update Cumulative Shipments action on the cumulative shipments list by first selecting the cumulative shipments on which you want to perform the action:

The procedure is the same as described for single shipments; the release must always be carried out first, and then the picking must be created.

When using this function, it is recommended to activate the Autofill quantities to be picked function so that you do not have to open the individual cumulative shipment to manually fill in the quantities to be picked before creating the pick.

Even using the list function, the pickings will be created 1:1 with the cumulated shipments, therefore no cumulation will be performed.

picking from transfer order

Enabling this feature allows you to manage the creation of shipment picks even on transfer orders. This is to address the fact that, unlike standard and warehouse shipments, transfer orders cannot be entered in cumulative shipments.

The location that in this case must have the setups indicated in the initial chapter active is the starting location indicated in the Transfer code from field:

The procedure is the same as that indicated for cumulative shipments.

Before creating the picking, it is absolutely necessary to release the transfer order, otherwise the following message will also be displayed here:

Even in transfer orders, the quantity to be pick can be automatically populated when creating the imported lines by setting the flag in Setup Origins to TRUE. Autofill quantity to be pick, otherwise it must be entered manually for each line:

Using the functions in the Home section of the ribbon, you can create and then open the pick for the transfer order:

On the pick creation request page, you can set the user ID to assign the task to, pre-populate the quantities to be managed on the lines, or print the document directly.

The picking will have a reference to the transfer order from which it was generated both in the header and on the lines:

The compilation and recording of the picking does not change from what is described in the previous section.

Again, the type of picking varies depending on the management set for the location, whether with or without locations.

Recording the picking allows for the automatic compilation of:

• Quantity picked, with the consequent resetting of the quantity to be pick
• Quantity to ship
• Tracking
• Change the picking Status to Completly or Partially picked.

If the transfer shipment is partially recorded, the order remains in the system. In this case, the Pick Status remains populated as per the last recording until a new pick is created.