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.
Prerequisites
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.
Pick List must be created.
Items must be present in the item master.
Step-by-step guide
The steps are as follows:
- Go to Ginesys Web - Inventory - WMS - Transactions - Confirm Pick List.
- The Confirm Pick List module opens.
- Select a Pick List from the list and click on Confirm button.
Pick List No., Pick List Date, Pick List Remarks and Assigned To (name of assigned person) will be populated automatically.
Note: User cannot edit Pick List No., Pick List Date, Pick List Remarks and Assigned To.
In the Item & Bin Detail section user can add items from the Pick List through Manual Scan, FIFO Set-Off or Import CSV.
Batch / 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
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.
Error 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.
Important Batch /Serial Applicability
If Item is batch applicable: Only consider those batches which are in the picklist.
If Item is serial applicable: Only consider those serials of the scanned item which are available in the bin
Applicability 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”
Applicability 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
Sets cannot contain items inventory management wise. Eg a set with an item batch management and other item managed is not possible.
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
User can also select items by using FIFO Set-off.
Applicability of Batch/Serial on FIFO Set-off related
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
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
User can only edit the value of Confirm Quantity column.
Note: Confirm Qty. cannot be greater than Available to Confirm quantity.
If user clicks on Reset All button, the new value of Confirm Quantity column will be reset to previous value for all items.
Applicability 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 user clicks on Populate All button then new value of Confirm Quantity column will be populated again for all items.
Applicability 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 user needs to confirm it.
- If user clicks on Confirm & Cancel Pending, then all the items that have confirmed quantity will be saved and unconfirmed quantities will be cancelled.
- If user clicks on the Confirm, then the pending items will remain pending but the others items will be saved.
- Select a Pick List record and double click on the record. The Pick List Confirm window opens.
- To edit the confirm quantity, go to the Confirm Qty. column of the selected item and type in the new number.
- Once done, click Confirm.
To go back to the main page click on How To: Manage the transactions in WMS
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