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The Pick List needs to be confirmed to ensure that the correct items in the correct quantities have been picked for each list. It is basically a place to validate the picking action.

Capturing of Pick List confirmation and Confirm cancellation user details ( from Version 12.8.0)

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Expand
title Confirm Pick List

  1. Prerequisites

    1. The users' role must have access to the Cancel app operation in the confirm Confirm Pick List feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

    2. Pick List must be created.

    3. Items must be present in the item master.

    Step-by-step guide

    The steps are as follows:

    1. Go to Ginesys Web - Inventory - WMS - Transactions - Confirm Pick List.

    2. The Confirm Pick List module opens.

    3. Select a Pick List from the list and click on Confirm button.


    4. Pick List No., Pick List Date, Pick List Remarks and Assigned To (name of assigned person) will be populated automatically.

      Info

      Note: You cannot edit Pick List No., Pick List Date, Pick List Remarks and Assigned To. 


    5. In the Item & Bin Detail section you can add items from the Pick List through Manual Scan, FIFO Set-Off or Import CSV.

      Page Propertiesinfo
      idtitleBatch / Serial Impact on Manual Scan

      Two new columns have been added at the grid level

      Batch/Serial No. is a display only field which can be hidden and placed immediately right of barcode. In case of a batch managed item it will display reserved batch number, but for serial managed item will show null because reservation is not done at serial level

      Valid Up to is a display only, can be hidden, placed immediately right of Batch/Serial no.

      Appearance and behavior of the Manual Scan has been kept the same as in other modules. Barcode & Bin level validation remains as-is, except for serial managed item

      • In case of serial managed item, system will first check if item has available pending quantity, then check for availability of item serial combination in the bin.

      • If the row/item is serial managed, then disable the ‘Confirm Qty.’ column, for manual operation

        Warning

        Note: User cannot manually update the confirm qty for serial rows


      • For serial managed rows, qty will be hyperlinked to show serial details in separate pop up window.

      • No adhoc scanning will be allowed through manual scan or through item detail or batch/serial detail window, as only picklist item needs to be scanned here.     

        Tip
        titleError message

        If item/batch other than picklist item is scanned, then further action is restricted with following error message : “Scanned batch is not in the picklist.”


      • On clicking on Accept button, Batch/Serial details or Item details pop-up window shall be opened, depending on scan mode and item management, same as in manual scan window earlier.

        Note
        titleImportant Batch /Serial Applicability

        When If Item is batch applicable: Consider only Only consider those batches , which are in the picklist only.When

        If Item is serial applicable: Consider only Only consider those serials , of the scanned item which are available in the bin, for the scanned item

      details



      • Info
        idImpact on Item Scan Mode
        titleApplicability of Item Managed inventory

        • There is no change if item with inventory management as Item Managed is scanned

      .

      If barcode containing (ICODE/OEM Barcode + Batch/Serial Information) is scanned and item and batch/serial data is accepted at this point only and saved

      For Put Away & Take Away- On accept populate, batch/serial wise item with bin details and quantity in grid

    6. Allow scanning of batch/serial applicable items Batch/Serial Details

      • Open 

    7. For Bin adjustment- Populate batch/serial, item, destination bin, source bin and quantity in Item & Bin Details grid

      8. Page Properties

      • If invalid item is scanned, then pop up error
        ”You have scanned an invalid item”


      Info
      8. Page Properties

      If Scan mode= Batch/Serial scan

      • Upon scanning of valid batch/serial, open 'Item Details' pop-up is mentioned separately in the #Annexure below
      • titleApplicability of Batch Serial on Set Item

        If Scan mode= SET scan

      Allow scanning of

        • If non batch/serial applicable set

      -

        • is scanned there is No Change

      Allow scanning of

        • in work flow.

        • If batch/serial applicable set

      - Open up

        • up 

          Note

          Sets cannot contain items inventory management wise. Eg a set with an item batch management and other item managed is not possible.

      Changes in Confirm Qty and Confirmed Qty column behaviour

    8. If the row/item is serial managed, then disable the ‘Confirm Qty.’ column, for manual operation
      Note: User can not manually update the confirm qty for serial rows

      9. For serial managed rows, qty will be hyperlinked to show serial details in separate pop up window.




Page Properties
idBatch / Serial Impact on Manual Scan


Page Properties

If Scan mode= Batch/Serial scan

  • Upon scanning of valid batch/serial, open 'Item Details' pop-up is mentioned separately in the #Annexure below


Other Impacts

  • Impact of 'Populate All' button

    If the row/item is serial managed: Do not populate any value to the ‘Confirm Qty.’ column


    • Else, Populate value in the ‘Confirm Qty.’ column, considering present day logic

  • Impact of 'Reset All' button:

    • If the row/item is serial managed: Delete all the scanned/selected serial for the window.

    • for batch managed: Reset the confirm Qty. to zero.

Serial Detail Popup


Anchor
Select Batch/Serial Detail 
Select Batch/Serial Detail 

Select Batch/Serial Detail 

Window Details:

  • General Details [Display Fields]

    • Order Number

    • Reservation Number

    • ICODE/Barcode

    • Bin

  • Grid Details [Display Grid]

    • Serial No.

  • Action Buttons: On click

    • SAVE

      • Save the serials selected/deleted for the item/bin combination

      • Close the popup & return to main grid

    • Cancel: Do nothing, and close the popup & return to main grid

Popup Behaviour

  • When open from Confirmed Qty

    • Display already confirmed serials, for the item/bin combination

    • No action can be taken by the user in this popup [Disable/Do not show the SAVE button]

  • When open from Confirm Qty

    • Display scanned/selected serials, for the item/bin combination, which are not yet confirmed

    • User can remove already scanned serials/rows: Bulk row/serial delete option to be there


Expand
titleFIFO Set-off



Page Properties
idFIFO Set off related changes

FIFO Set Off Related Changes

  • Set-off logic for FIFO mode to remain as-is

  • Validation: Item and batch/serial level scanning details & validation are already mentioned in the manual scan section

  • Population logic in the grid: as-is

  • Introduce new Scan Mode

    • Item (Default Selection)

      • For item management = item wise: No Changes

      • When item management = batch wise

        • If the scanned item has unique batch in the picklist, update the confirm qty. in grid.

        • If the scanned item has more than one batch in the picklist, then open batch selection window. Batch selected from it gets auto resolved as per setoff logic.

          • Data logic: Batches available in the picklist for scanned item.
            NOTE: Exclude batches for which there are no Available to Confirm Qty

      • If item management = Serial wise

        • If the scanned item has unique serial in bins available in the picklist, update the confirm qty. in grid.

        • Else open Serial selection window. Post selection accept the serial save it in serials according to setoff logic, update the confirm qty.

          • Data logic: Display all serials, available in the all the bin/s in the picklist, for the scanned item
            NOTE: Exclude already confirmed serials

      • If Concatenated bar code scanned, and pending to confirm is greater than zero

        • If batch managed - If the combination exist in picklist then accept and set-off as per existing logic

        • If serial managed - For the item-serial combination, if the item is in the picklist then accept the serial and set it off in as per set off logic.

    • Batch/Serial

      • On valid Batch scan

        • If unique item found for scanned batch in picklist, accept it and populate confirm qty.

          • Focus should be on the scan batch/serial field

        • If multi item found then open item detail window. Post selection of item, setoff order item and batch from pick list

          • Data logic for items in item detail window - Items available in the picklist for scanned batch

      • On valid serial scan

        • If the scanned serial is available in particular item/bin combination in the picklist

          • If only a unique item found then accept that item and update the confirm qty.

          • If multi item found the open item details window

            • Data logic for items in item detail window
              # Display no item/data
              ## Item scanning not allowed


Expand
titleImport CSV

User can also select items by using Import CSV. Following column has been introduced to incorporate batch/serial functionality -  Batch/Serial, it is mandatory for Batch/Serial managed item. 

  • If selected item and batch combination is not available in the pick list, then the following error will be shown
    Error: ”Scanned item- batch combination does exist in picklist”

  • If selected picklist-item and serial combination is not present  in the defined Bin, then the following error will be shown
    Error: ”Scanned item- serial combination does exist in the Bin.”


  • You can only edit the value of Confirm Quantity column.

    Tip

    Note: Confirm Qty. cannot be grater greater than Available to Confirm quantity. 


  • If you click on Reset All button, the new value of Confirm Quantity column will be reset to previous value for all items. 

    Warning
    titleApplicability on Batch/Serial managed Item
    • If the row/item is serial managed: Delete all the scanned/selected serial for the window.

    • If the row/item batch managed: Reset the Confirm Qty. to zero.



  • If you click on Populate All button then new value of Confirm Quantity column will be populated again for all items.

    Warning
    titleApplicability on serial managed item

    If the row/item is serial managed: Do not populate any value to the ‘Confirm Qty.’ column



  • After checking the pick list you need confirm it. 

  • If you click on Confirm & Cancel Pending, then all the items that have confirmed quantity will be saved and unconfirmed quantities will be cancelled.

  • If you click on the Confirm, then the pending items will remain pending but the others items will be saved. 



    • ...

    Expand
    titleEdit Confirm Pick List
    1. Select a Pick List record and double click on the record. The Pick List Confirm window opens.
      Image Modified
    2. To edit the confirm quantity, go to the Confirm Qty. column of the selected item and type in the new number.
    3. Once done, click Confirm.




    To go back to the main page click on How To: Manage the transactions in WMS

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