Cockpit: Picking orders/Line items

Topic overview

The Cockpit: Picking orders/Line items application is primarily used to query picking order line items via their basic information, such as picking order type and number. You can use this application to obtain an overview of the recorded line items. In addition, further actions can be carried out from the application for one or more vouchers, such as the creation of inventory orders.

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 authorizations can be found in the Picking orders article, which describes the document application. The topics that apply specifically to the Cockpit: Picking orders/Line items application are covered below.

Application description

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

  • Display of the voucher chain for a single voucher
  • Switch via the voucher number to the Picking orders application for further processing of the voucher
  • Execution of 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 order items in the application. In the Sales framework, you can only query the picking order line items in the application 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 present. 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 pane 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.

Search details

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 of 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 heading line appears in the work pane with the corresponding detailed information.

The following detailed searches are available:

  • Identifier information
  • Delivery information
  • Purchae 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. Which information about a picking order is displayed can be determined by you. To view a picking order in different ways with different information, several views can be created.

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.

Use this action to create inventory orders for the selected picking order line items. To do this, an inventory requisition is first created for each of the line items in the picking order that use the same inventory requisition type in the picking order type.

When the action is executed, a dialog box opens in which the following fields are available:

Summarize – in this field, you specify whether several picking orders and line items with the same data should be grouped together using inventory requisitions for withdrawal. Choose between the following entries:

  • Per picking order – one inventory requisition is generated for each group of line items from a picking order.
  • All picking orders – an inventory requisition is created for each of the picking order line items that use the same inventory requisition type in the picking order type.
  • All picking orders and same line items – an inventory requisition is created for each of the picking order items that use the same inventory requisition type in the picking order type. If the same inventory owner, item and warehouse are used in several picking order line items, these line items are combined into one inventory requisition line item.

Inventory requisition type – if you enter an inventory requisition type in this field, an inventory requisition with this type is created during multi-level picking, regardless of whether and which inventory requisition types are specified in the picking order types. If you do not enter a inventory requisition type, the inventory requisition types specified in the picking order types are used. The usage Withdrawal for picking order must be defined for the inventory requisition type entered.

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 requisition type.

Authorizations

Authorization can be assigned using the authorization roles as well as by assigning an organization. The authorization concept can be found in the technical article Authorizations.

You can find further information on the authorizations regarding picking orders in the Picking orders article. Note the deviation for the cockpit applications for business partners.

Authorizations for business partners

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

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

Czy ten artykuł był pomocny?