Topic overview
The picking order represents a summary of items that are to be provided by warehouse staff in a specific quantity and type for another process. Picking orders are therefore the working basis for warehouse staff. If the quantities have been provided according to the picking order and confirmed in the Picking orders application, downstream processes can be started. The confirmations also form the basis for the traceability of identifiers.
Picking orders are generated for the following processes, for example:
- Production orders
- Delivery orders from external production orders for materials provided
- Delivery orders from sales orders
- Delivery orders from distribution orders
This article describes which role picking order types play in the processing of picking orders. You will receive information about the picking order types default values and settings for picking orders and their effects on the processing and further processing of picking orders.
Definitions of terms
Picking (order)
Picking makes items available, for example, for a delivery to customers or for production. Picking orders include all items that are made available from one warehouse.
Picking order type
Picking order types are used to identify picking orders and establish picking default values. With picking order types, the posting codes for production supplies are established and it is specified whether identifiers are assigned automatically.
Application description
This application can be used to create picking order types. Picking order types contain default values and settings for the picking orders. The settings control the system’s validations and calculations for the picking orders and the further processing of picking orders in downstream vouchers.
The Picking order types application is not divided into an identification and work panes. It has input fields.
Input fields:
Type – the unique identification of the picking order type is entered in the Type field. This identification can consist of numbers, letters or a combination of numbers and letters. It is freely selectable.
The identification of the type is used to use the correct picking order type in further applications and queries, e.g. to assign the correct type to a picking order and thereby adopt certain settings.
Description – the description is an additional name for the picking order type. Meaningful descriptions make it easier for the user to search. The description is freely selectable and can be ambiguous, i.e. several picking order types can have the same description. It is recommended that different descriptions are assigned in each case.
Number range – the number range is used to automatically determine a number for a picking order to identify it. The picking order type and number uniquely identify a picking order. Select a number range that the system can use to automatically determine a number for new picking orders. The number range must be of the Picking order type. You can find further information in the Number ranges article.
Production posting key – the production posting key is used for the inventory posting with which the picked production material is to be reposted. As material is transferred from a warehouse to a production warehouse, you must select a posting key for the Transfer posting process, process category Primary process.
External inventory posting key – if consignment goods from an external supplier are to be used in the production process, enter a posting key for the Receipt revaluation process in the External inventory posting key field. The posting key is used to transfer ownership of the goods from the external supplier to the company at the site.
Also cancel external inventory postings – if consignment goods from an external supplier are used in the production process, inventory postings from the Receipt revaluation process are created to transfer ownership of these goods to the company at the site. Use this parameter to specify whether these inventory postings are also canceled when canceling consignment goods for production.
Inventory order type – in this field, enter an existing inventory order type that is to be used to generate inventory orders from the picking orders of this type. Inventory order types are used to identify inventory orders that relate to inventory movements in a subdivided warehouse. This setting is only effective if the Storage location control function is activated in the Customizing application.
Inventory requisition type – enter an inventory requisition type that is used for the creation of inventory requisitions during the cross-order creation of inventory orders.
If you do not enter an inventory requesition type in the picking order type and when creating an inventory order, an inventory order is automatically created when a new picking order is saved. This means that cross-picking order is not possible.
If you enter an inventory requesition type, an inventory order may not be created automatically when you save a new picking order, or only for some picking order line items. This is controlled by the picking order category in the item master data. This enables cross-picking order, i.e. inventory orders can be created for different picking orders or picking order line items.
You enter the inventory requesition type beforehand in the Inventory requisition types application. The Withdrawal for picking order usage must be defined for the inventory requisition type entered.
Recommend correct inventories – you can use this setting to specify whether missing inventory data is suggested when creating certain picking orders. Values are only suggested if the following applies:
- The picking order is generated from a sales or production order
- Not all inventory criteria are defined in advance for the issues posting
For example, you can specify that specific inventories are recommended when the action [Generate picking orders and output picking slips…] is executed for a sales order and the inventory data required for the issues posting is missing.
The following values are suggested:
- Inventory owner
- Identifier
- Inventory-managed logistic unit
Select one of the following entries to recommend specific inventories:
- Yes, always
- Only in unstructured warehouses
- No
Open quantity as default – in this field, you specify whether the open quantity of a delivery order is used as the default value for the quantity to be picked in the Picking orders application. The following selection options are available:
- According to Customizing setting
- Do not use defaults
- Always use default
- Use defaults when picked quantity empty
Summarize additional item units – use this parameter to activate the summary of order line items of an item with several item units into a single picking order line item.
If order line items of an item are combined with other item units to form a single picking line item, the picked quantity cannot be automatically distributed to the various order line items sufficiently well.
If this parameter is activated, this can have the following effects: Depending on the procedure used, there may be an overdelivery or a remaining quantity that cannot be transparently allocated to the line items.
See further explanations under Example of the problem of summarized picking order line items for items with additional item units.
Example of the problem of summarized picking order line items for items with additional item units
Initial data:
- Item: Ham
- Average quantity ratio: 1 piece = 10 kg
- Sales unit: kg
The following sales order line items are to be picked:
- SO-10 = 09 kg
- SO-20 = 20 kg
- SO-30 = 10 kg
The additional item unit is calculated in the sales order by commercial rounding as follows:
- SO-10 = 1 pc.
- SO-20 = 2 pcs.
- SO-30 = 1 pc.
The three line items are summarized into one picking order line item: 39 kg/4 pcs.
37 kg/3 pcs are picked. It is not clear how much each ham weighs.
Possible apportionment procedure 1:
The confirmed picking order quantity is automatically allocated to the three sales order line items as follows:
- SO-10 receives 9 kg:
(9/37)*3 = 0.729 (rounded 1 pc.) - SO-20 receives 20 kg:
(20/37)*3 = 1.621 (rounded 2 pcs.) - SO-30 receives the remaining 8 kg:
(8/37)*3 = 0.648 (rounded 1 pc.)
The automatic allocation cannot be used in this case because only 3 pieces were picked.
Possible apportionment procedure 2:
The confirmed picking order quantity is automatically allocated to the three sales order line items as follows on the basis of the commercial unit:
- SO-10 is to receive 1 unit:
(1/3)*37 = 12.333333… (rounded 12.333 kg) - SO-20 is to receive 2 pcs:
(2/3)*37 = 24.666666… (rounded 24.667 kg) - SO-30 is to receive 1 pc:
The picked quantity has already been used up, so this item can no longer be delivered.
In this case, line items SO-10 and SO-20 are supplied. SO VA-30 is not supplied.
Conclusion
If we assume that the picker in this example picks three hams weighing 10.5 kg, 13.5 kg and 13 kg, then it becomes clear that no process can automatically allocate the quantities appropriately to the order line items if the confirmation takes place in a single picking order line item.
Exception
If the warehouse in question does not have any storage locations, you can confirm per delivery line item in the Picking orders application, Delivery orders view. However, this does not apply to production picking order.
Customizing
For the Picking order types application, no settings are to be defined in the Customizing application.
Business entities
For the Picking order types application, the following business entity is relevant, which you use, for example, to:
- assign authorizations,
- set up activity definitions or
- import or export data.
Picking order type: com.cisag.app.sales.obj.PickingOrderType
The business entity is part of the following business entity group:
Inventory voucher data: com.cisag.app.inventory.OrderData
Authorizations
Authorizations 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.
Special capabilities
There are no special capabilities for the Picking order types application.
Organization assignments
If the Content-related authorizations function is activated in the Customizing application, the Picking order types application is only displayed to a person if they have been assigned an organization in the partner master data that is integrated into at least one of the following organizational structures:
- Inventory management
The Picking order types application includes the Authorizations table. In order for a person to use a picking order type, they must be assigned to at least one organization in the partner master data that is entered in the Authorizations table of tge picking order type.
In addition, the general capabilities for opening the respective application and for opening and editing the respective business entity must be assigned to them.
Further information on the Authorizations table and a comprehensive overview of content-related authorizations can be found in the Content-related authorizations article.
Special features
There are no special features for the Picking order types application.
Authorizations for business partners
The Picking order types application is not released for business partners.