Preparation plan

• Site (field STOFCY)

Enter or select a storage site at which the selected product is active.

The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table.

• Picker (field PREUSR)

The picker code indicated here will be proposed by default in the picking tickets.

• Preparation list (field PRLNUM)

This field is used to call a picking list.

• Include additional lines (field LSTWIOFLG)

When checked, this box gives the possibility to add products on an existing list.
This box is active when one list to be prepared is displayed, and provides access to the filters for a new search. 
 This functionality can be used only if picking tickets have not been generated.

• Orders (field FLG1)

When this box is checked, the sales orders are taken into account.

• Loan orders (field FLG2)

When this box is checked, the loan orders are taken into account.
These orders are shipped and normally not invoiced because they will be the object of a loan return.

 A loan is bound to be returned at a given date. It can be invoiced if the goods are kept by the customer.

• Subcontract reorder (field FLG3)

When this box is checked, the sub-contracting reorder requirements are taken into account.

• Subcontract shortages (field FLG4)

When this box is checked, the sub-contracting shortages are taken into account.

• Break on order (field ORDRUP)

When this box is checked, the system generates as many picking tickets as there are orders, regardless of the ship-to customer.
When this box is not checked, orders for the same ship-to customer are grouped.

 This criterion is applied to one single customer only: it is not possible to group orders of different ship-to customers in the same picking ticket.

• Break by ship date (field SHIRUP)

If this box is checked, the system generates as many picking tickets as there are shipment dates, for the same ship-to customer.
If this box is unchecked, the system generates picking tickets including orders, regardless of the shipment date.

 This criterion is applied to one single customer only: it is not possible to group orders of different ship-to customers in the same picking ticket.

• Allocation type (field ALLTYPFLG)

This field indicates the allocation type of the line to pick (global or detailled).

• Picking date until (field PREDAT)

The date entered in this field is used to take into account the eligible lines with a date lower or equal to the date entered.
 The picking lead-time indicated in the Product-site record is also taken into account.

• Only allocated quantities (field ALLFLG)

If orders exist in a "complete order delivery" to be prepared, this box must not be checked so order lines of this type are taken into account in the preparation.

• From ship-to customer (field BPCORDSTR)

This is a range used to process customers by code.
This field suggests that a customer code be selected to filter the orders to be displayed.
You can enter the initials of the customers only and so expand the search.

• Address (field BPAADDSTR)

This field is used to select the adress code of the delivered client (start range).

• To ship-to customer (field BPCORDEND)

This field is used to select a second customer code in order to filter the orders to be displayed.
This code can be identical to the one of the first range.

• Address (field BPAADDEND)

This field is used to select the adress code of the delivered client (end range).

• From route code (field DRNSTR)

This drop down list is used to select the routing code set up in the Customer record.

• To route code (field DRNEND)

This field is used to select the routing code (end range).

• From carrier (field BPTSTR)

This field is used to select a carrier code (start range).

• To carrier (field BPTEND)

This field is used to select a carrier code (end range).
The carrier can be identical to the first selected carrier.

• From order no. (field SOHNUMSTR)

This field is used to select the order number (start range).

• To order no. (field SOHNUMEND)

This field is used to select the order number (end range).

• Destination location (field LOCDESH)

This field makes it possible to assign a new destination location to the lines of the current preparation list.
Click on the [Pick. line load] button to apply the target location modification.
Example
When the preparation is complete, the picker assigns it to a loading dock.
 A stock change is carried out by clicking on the [Deliverable] button.

• Feed picking lines (field ALILOCDES)

This button replaces all the destination locations specified in the various lines of the table by the one entered in the field "Destination location"

• Sort order (field SRTCOD)

This field is used to indicate the classification criterion of the preparation list: Order number, Shipment date or Product.
 The "Shipment date" criterion is available even if in the preparation list, the entry transaction hides the Shipment date.

• Plan (field COCHAGE)

When checked, this box is used to select a line of the table.

• Pick ticket (field PRHNUM)

This field indicates the number of the picking ticket.

• Status (field DLVFLG)

This field indicates the status of the picking:

• in process,
• deliverable,
• or delivered.

• Source (field ORITYP)

This field indicates the origine of the line (orders, loan orders, sub-contracting reorder or sub-contracting shortages).

• Order no. (field ORINUM)

This field indicates the number of the order from which the line comes.

• Ship date (field SHIDAT)

This field, which is non-enterable, is a reminder of the shipment date.

• Product (field ITMREF)

This field indicates the references of the product to process.

• Description (field ITMDES1)

This field picks up the product description.

• Subcontract loc. (field REOLOC)

This field indicates the location of the sub-contractor with a reorder.
 This field can be accessed when the line origin is "sub-contractor reorder".

• Quantity (field QTYSTU)

This is the quantity in stock unit calculated from the ordered quantity in order unit.

If the entered quantity is not a multiple of the order unit, a warning message will be displayed. By default the minimum purchase quantity or the quantity of considered requirements is suggested. Under no circumstances the quantity entered is lower than these quantities.

This quantity can be modified if the order unit entered is a packing unit for the product where the factor can be modified (see the packing unit grid in the Units tab in the Product record), but it is not accessible for the other units (Purchase unit of the product, Purchase unit defined for the supplier, Packing unit for the supplier, Stock unit).

If the quantity in stock unit is modified, the factor expressed between the order unit and the purchase unit will be adjusted.

• STK (field STU)

This field indicates the product management unit in which are expressed:

• The stock
• The standard price
• The BOM link quantity, etc.

This information is always displayed, regardless of the transaction used. It cannot be modified.

• Allocated qty. (field ALLQTY)

This field indicates the quantity allocated to the line being picked.

• Shortage (field SHTQTY)

This field indicates the shortage quantity.

• Allocation type (field ALLTYP)

This field indicates the allocation type of the line to pick (global or detailled).

• Requirement qty. (field QTYSTUMAX)

This field indicates the original quantity to pick.

• Sold-to (field BPCORD)

This field indicates the customer identifier code. 

• Delivery address (field BPAADD)

This field indicates the code of the address to ship to.
You can view the detailed address information by clicking Address from the Actionsicon.

• On creation, this field is no longer accessible when a delivery line is created.
  
• Once the delivery has been created, this field can no longer be modified, but you can still display the detailed address information.
  You can modify the address by clicking Address/Delivery in the action panel.

• Warehouse (field WRH)

The presence of this box is subject to the activity code WRH.
This is the reference of the warehouse to process.

• Lot (field LOT)

This is the lot for which the movement is done.

• Sublot (field SLO)

Sub-lot in which the movement will be carried out.

• Serial number (field SERNUM)

This is the product serial number.

• Ending serial number (field SERNUMF)

This field contains the end serial number.

• Location (field LOC)

Location in which the transaction will be carried out.

• Status (field STA)

This field indicates the product status (A, Q, R).

When the status changes from A to Q, the stock keeps the same location (no stock movement to be controlled).

• Identifier 1 (field PALNUM)

This field indicates the second identifier entered.

• Identifier 2 (field CTRNUM)

This field indicates the first recorded identifier.

• PAC (field PCU)

It is possible to specify a packing unit by supplier.
The product can have several packing units:

• the packing units entered in the table of the product record ( Units tab). They are proposed during stock transaction entry.
  The number of packing units that can be entered is linked to the NUC activity code.
• a packing unit linked to the supplier ( Product-supplier record).
• two customer packing units ( Product-customer record). They can be used as sales units in order entry.

Only packing type units form the units of measure table can be chosen.

• PAC-STK conv. (field PCUSTUCOE)

The PAC-STK conversion factor is used to calculate the quantity in stock unit from a quantity entered in packing unit: Qty in STK = Qty in PAC * coeff .
This coefficient can be accessed if the packing unit has been entered, and has a value different from the stock unit. It can be initialized using the conversion factor table if the combination exists.

• Target location (field LOCDES)

This field serves to name the different location according to their usage. This title will be used in the product-site grid and in the stock movement entry.

Local menu (2707) is extendable and modifiable, except for the first 3 entries that correspond respectively to the receipt location, the storing location and picking location set up in the product-site in the previous entered versions.

• Packaging (field PCK)

This code is controlled in the packaging table and initialized by default by the corresponding code from the product-site record. 
It indicates the number of products, expressed in sales units, that the package can contain. The packaging code comes from the Product-Site record depending on the sales unit chosen. In the case of a line creation, if the unit chosen does not correspond to the sales unit of the product or to the customer sales unit, the packaging code and the capacity are not initialized. In this case, it is then necessary to manually enter them. This information remains modifiable and is used upon preparation or shipment of the product to carry out the packaging.
Upon declared packing, this code is specified only if it is present in the original document Deliveries or Picking tickets.
If granted the proper authorizations, the user can access the packaging record.

• Packaging capacity (field PCKCAP)

It is the the number of products, expressed in sales units, that the package can contain.
This value is initialized by default with the quantity entered in the product-site record.

• Line type (field LINTYP)

This information characterizes the line type by distinguishing a classic product from a kit or a BOM product.
It can take the following values:

• Normal,
• Fixed kit,
• Kit Component,
• Kit Option, Kit Variant,
• Flex kit,
• BOM component,
• BOM Option,
• BOM Variant.

• Delivery type (field SDHTYP)