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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)

Previously, there was no details on who confirmed the pick list, when was the bin-item confirmed etc. which was needed to identify the picker efficiency. So we are now capturing the same in detail. Similarly, pick list confirm cancel details are also being captured now in detail level. 


id
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 

    1. 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.

Image Removed
    1. Image Added



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

      Info

      Note:

 You

    1.  User cannot edit Pick List No., Pick List Date, Pick List Remarks and Assigned To. 


    2. In the Item & Bin Detail section

you

    1. user can add items from the Pick List through Manual Scan, FIFO Set-Off or

Import

    1. Adding & Editing Confirm Pick List#Import CSV.

details


    1. Info
id
    1. titleBatch / Serial Impact on Manual Scan

Manual Scan (CTRL+ALT+M) Related Changes

UI and behavior same as described in link with data logic change, i.e. data connected to selected picklist is to be considered - Manual scan window

Barcode

    1. 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

For

      • In case of serial managed item, system will first check if item has available pending

qty.>0

      • 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

need

      • needs to be scanned here.     

        Tip
        titleError message

        If item/batch other than picklist item is scanned, then

restrict

      • further action is restricted with

error,
Error msg(for batch)

      • following error message : “Scanned batch is not in the picklist.”


Error for item scan as-is.


      • On

click

      • clicking on Accept button, Batch/Serial details

OR

      • or Item details pop-up window shall be opened, depending on scan mode and item management,

behaviour

Follow the mentioned data-logic, in the picklist-confirm module

When

      • same as in manual scan window earlier.



      • Note
        titleImportant Batch /Serial Applicability

        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

Addition of columns in grid level

  • Batch/Serial No.

    • Field details:

      • Display only

      • Can hide: Yes

      • Default view: No

      • Position: immediate right of barcode

    • Behaviour:

      • When row/item is batch managed: Display reserved batch number

      • When row/item is serial managed: Display NULL, because we do not reserve at serial level

  • Valid Up to

    • Field Details:

      • Display only

      • Can hide: Yes

      • Default view: No

      • Position: immediate right of batch/serial no.

Changes in Confirm Qty and Confirmed Qty column behaviour

  • 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

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

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



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


        Info
        titleApplicability of Batch Serial on Set Item

        If Scan mode= SET scan

        • If non batch/serial applicable set is scanned there is No Change in work flow.

        • If batch/serial applicable set is scanned open Select Batch/Serial pop-up 

          Note

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




      Page Properties
      idBatch / Serial Impact on Manual Scan


      Anchor
      Select Batch/Serial Detail 
      Select Batch/Serial Detail 

      Select Batch/Serial Detail 

      Image Modified

      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

Page Properties

Anchor
FIFO Set-off
FIFO Set-off

Expand
titleFIFO Set
off related changesFIFO Set Off Related Changes
    1. -off

      User can also select items by using FIFO Set-off. 

      Tip
      titleApplicability of Batch/Serial on FIFO Set-off related

      Image Modified


      • 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

      • New Scan Mode has been introduced

        • 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

details


    1. Anchor

id

    1. Import CSV
      Import CSV

Changes Required

  • Introduce new column

    • Name: Batch/Serial

    • Mandatory: Conditional

      • If item is Batch/Serial managed, then mandatory

      • Else, should be NULL.

    • Validation (in addition to mentioned in the referred document)

      1. 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

    display

        • 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

    display You

        • the following error will be shown
          Error: ”Scanned item- serial combination does exist in the Bin.”

    #Further details are mentioned separately in Sales & Distribution | Transactions | [inlineExtension]IMPORT BARCODE (F8)


      1. User can only edit the value of Confirm Quantity column.

        Tip

        Note: Confirm Qty. cannot be

    grater

      1. greater than Available to Confirm quantity. 


      2. If

    you click

      1. user clicks on Reset All button, the new value of Confirm Quantity column will be reset to previous value for all items. 

    If you click


      1. 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.



      2. If user clicks 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



      3. After checking the pick list

    you need

      1. user needs to confirm it. 

      2. If

    you click

      1. user clicks on Confirm & Cancel Pending, then all the items that have confirmed quantity will be saved and unconfirmed quantities will be cancelled.

      2. If

    you click

      1. user clicks 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 

    1. a Pick List

     record

    1.  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