Preparation plan

Enter or select the storage site where the selected product is active.

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

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

This field is used to call a picking list.

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.

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

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.

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

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

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.

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.

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

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 theProduct-site record is also taken into account.

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.

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.

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

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.

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

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

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

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

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

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

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

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.

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

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.

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

This field indicates the number of the picking ticket.

This field indicates the status of the picking:

• in process,
• deliverable,
• or delivered.

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

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

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

This field indicates the references of the product to process.

This field displays the product description.

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 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 is 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.

You can modify this quantity if the order unit is a product packing unit, whose coefficient can be modified (see Packing unit table on the Units section of the Product record) but cannot be used with the other units (product purchase unit, supplier purchase unit, supplier packing unit, stock unit).

If you modify the quantity in stock unit, the factor expressed between the order unit and the purchase unit is adjusted.

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.

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

This field indicates the shortage quantity.

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

This field indicates the original quantity to pick.

This field indicates the customer identifier code. 

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

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

This field being available is subject to the WRH activity code .
This is the reference of the warehouse to process.

This is the lot for which the movement is done.

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

This is the product serial number.

This is the serial number of the product.

Location in which the transaction will be carried out.

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).

This field indicates the second identifier entered.

This field indicates the first recorded identifier.

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

• A packing unit defined on the product record (from the Packing units table). These units are proposed during stock transaction entry.
  The number of packing units that can be entered is subject to the NUC - Number of packing units activity code.
• A packing unit linked to the supplier (defined on the product-supplier record).
• Two customer packing units (from the product-customer record). These can be used as sales units in order entry.

Only packing type units from the units of measure table can be selected.

Conversion factor used to calculate the quantity in stock units from a quantity entered in packing units: Quantity in STK = Qty in PAC * conversion factor.

This conversion factor can be accessed if the packing Unit field (PCU) has been entered, and has a value different from the Stock unit field (STU). It can be initialized using the conversion factor table if the combination exists.

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.

This code is controlled in the packaging table. It specifies the number of products, expressed in sales units, that the packaging can contain. It is initialized once the product has been entered, based on the sales unit used and the shipping site:

• If the sales unit of the order is initialized to the sales unit of the customer product, the packaging is initialized to that of the customer product
• If the sales unit does not exist for the customer product, the sales unit of the order is initialized to the sales unit of the product. In this case, the packaging is initialized to that of the product-site, or, if there is none, to that of the product category.
• If you modify the shipping site of the line and it is different from the shipping site on the order header, the packaging is once again initialized to that of the customer product, or, if there is none, to that of the product-site.

This information can be modified.
Once the line has been entered and validated, the packaging is not reinitialized if you modify the shipping site of the line. You must enter it manually.

This information and the packaging capacity are used upon preparation or shipment to carry out the packaging.
During the declared packing, this packaging code is entered if it is displayed in the Deliveries or Picking tickets original documents.

If you are granted the proper authorizations, you can access the packaging record.

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

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.