Cockpit: Picking orders

Topic overview

The Cockpit: Picking orders application is primarily used to query picking orders via their basic information, such as picking order type and number. You can use this application to obtain an overview of the recorded picking orders. In addition, further actions can be carried out from the application for one or more vouchers, such as setting and removing the deletion marker for reorganisation or outputting picking order copies.

The main general description of a cockpit, which includes the usual handling of a query and work pane, can be found in the Cockpits article. Information on customizing, business entities and authorisations can be found in the Picking orders article, which describes the voucher application. The topics that apply specifically to the Cockpit: Picking orders application are described below.

Application description

You can use the Cockpit: Picking orders query application to obtain an overview of all or selected picking orders. Further processing options are also available:

  • Display the voucher chain for an individual voucher
  • Switch to the Picking orders application via the voucher number for further processing of the voucher
  • Add and remove the deletion marker for the reorganisation
  • Execute application-related actions

The application is available in both the Inventory management and Sales frameworks. In the Inventory management framework, you can query all picking orders in the application. In the Sales framework, you can only query the application for the picking orders that have arisen from sales and distribution orders.

The application consists of a query pane and a work pane.

Query pane

Query fields are stored in the query pane. As a rule, the most important query fields are already available. However, the number of query fields and their placement can vary.

The query pane is saved per view. You can determine which query fields are displayed. To do this, select the desired query fields from a list of fields. The description of the query fields can usually be found in the direct help.

General descriptions of a query field can be found in the Cockpits article.

For information on the meaning of the fields, please refer to the explanations in the Picking orders article.

Detailed searches

In addition to the main search with the query criteria in the query pane, detailed searches can also be used. Detailed searches can be combined with the main search so that both the query criteria from the query pane and the query criteria from the detailed search are evaluated as an AND link. A checkbox is available in the section line of the detailed search for combining. A separate button is available for each detailed search so that corresponding results can also be displayed in the work pane. If this button is activated, an additional caption line appears in the work pane with the corresponding detailed information.

The following detailed searches are available:

  • Delivery information
  • Purchase order information (only in the Inventory management framework)
  • Sales order information
  • Distribution order information
  • Production order information (only in the Inventory management framework)

Work pane

A table is available in the work pane in which the queried picking orders are displayed. You can determine yourself which information is displayed for a picking order. Several views can be created in order to view a picking order in different ways with different information.

If you have also activated a detailed search button, the table contains an additional heading line and detailed information.

General descriptions of a work pane can be found in the Cockpits article.

For information on the meaning of the columns, please refer to the explanations in the Picking orders article.

The following application-related actions are available in the Cockpit: Picking orders application:

Output picking order copies

You can use the [Output picking order copies] action under the Actions button in the standard toolbar to re-output the picking slip generated during data entry for the selected picking orders.

Complete delivery orders and output delivery slips

With the [Complete delivery orders and output delivery slips] action, the delivery order associated with the picking order is completed and the Delivery slip voucher is output.

Further information on the action can be found in the Picking orders article.

Generate inventory orders

The [Generate inventory orders] action is used to generate inventory orders for the selected picking orders. They are generated for the picking orders that have the status In process and for whose line items there are open quantities to be retrieved in a storage location-managed warehouse.

When the action is executed, a dialog window is displayed in which the following fields are available:

Summarize – in this field, you specify whether several picking orders and items with the same data should be grouped together for stock removal using warehouse requests. Choose between the following entries:

  • No – an inventory order is generated for each consignment without a prior warehouse request.
  • All picking orders – an warehouse requisition is created for each of the picking orders that use the same warehouse requisition type in the consignment type.
  • All picking orders and same line items – a warehouse requisition is generated for each of the picking orders that use the same warehouse requisition type in the consignment type. If the same stock owner, article and storage location are used in several consignment items, these items are combined into one warehouse requisition item.

Inventory requisition type – if you enter an inventory requisition type in this field, an inventory requisition with this type is generated during multi-level picking, regardless of whether and which inventory requisition types are specified in the picking order types. If you do not enter an inventory requisition type, the inventory requisition types specified in the picking order types are used. The use Withdrawal for picking order must be specified for the inventory requisition type entered. You can only enter an inventory requisition type if you have selected one of these options in the Summarize field:

  • All picking orders
  • All picking orders and same line items

Picking – in this field, specify the items for which an inventory order is to be generated according to their picking settings. Only the picking order line items that include items with the corresponding picking definition are taken into account when generating the inventory order. How an item is to be picked is defined in the item master data. Choose from the following options:

  • Any
  • Only order based
  • Only for all orders

Employee responsible – enter a partner identification and use it to assign a responsible employee to the inventory orders. The partner must have the Employee role. If you name a responsible employee in this field, the inventory orders are created for this employee. If you do not specify a responsible employee, a responsible employee is determined and used according to the inventory order type stored in the inventory requesition type.

Authorizations

Authorizations can be assigned by both using the authorization roles and by assigning an organisation. The authorisation concept can be found in the technical article Authorizations.

Further information on authorizations relating to picking orders can be found in the Picking orders article. Note the deviation for the cockpit applications for business partners.

Authorizations for business partners

The Cockpit: Picking orders application in the Inventory management framework is not released for business partners.

The Cockpit: Picking orders application in the Sales framework is released for customers.

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