Preparation plan

Use this function to prepare shipments, generate a pick list, and print the pick tickets.

If the APPSOH—Order signature management parameter (VEN chapter, APP group) is set for approval circuit management, sales orders that comply with the established signature rules need to be Totally signed to be included.

You need to use the Orders function (GESSOH) to unlock sales orders that are blocked if the SCDTUNL—Authorization to unlock order parameter (VEN chapter, AUZ group) is set.

See also A Shipping preparation function is also available in VT mode. It can be accessed from a portable terminal, and is also used to create and validate the main information linked to shipping preparations and launch label prints automatically.

Use case examples

Example 1: with a break on preparation codes

Multiple orders need to be shipped tomorrow. The orders contain the following:

  • Products from the "Toys" and "Food" statistical groups
  • Orders with late deliveries for the same customers

How to use the shipment preparation plan

  1. Create preparation codes that correspond with the "Toys" and "Food" statistical groups.
  2. In the plan, enter tomorrow's date as the preparation date. The preparation date is then the same as the shipping date.

    Product-site records do not include a preparation lead time.
  3. Clear the Break by shipping date and Break by order checkboxes.

Result

2 pick tickets are generated by statistical group. Orders are grouped by customer.

  • Pick ticket 1: is generated for the products in the "Toys" statistical group
  • Pick ticket 2: is generated for the products in the "Food" statistical group

Example 2: with a break on the delivery type

Multiple orders need to be shipped to customers A and B tomorrow.
There are late orders for the same customers for the products PRD1 and PRD2 with different delivery types, D1 and D2.

List of orders:

  • Order 1: Delivery type D1, Customer A, Product PRD1
  • Order 2: Delivery type D1, Customer A, Product PRD2
  • Order 3: Delivery type (blank), Customer A, Product PRD2
  • Order 4: Delivery type D1, Customer B, Product PRD1
  • Order 5: Delivery type D2, Customer A, Product PRD2
  • Order 6: Delivery type (blank), Customer A, Product PRD2
  • Order 7: Delivery type D1, Customer B, Product PRD1

How to use the shipment preparation plan

  1. In the plan, enter tomorrow's date as the preparation date. The preparation date is then the same as the shipping date.

    Product-site records do not include a preparation lead time.
  2. Clear the Break by shipping date and Break by order checkboxes.

Result

4 pick tickets are generated. They group orders by customer and by delivery type:

  • Pick ticket 1: groups orders 4 and 7 for product PRD1 for customer B with delivery type D1
  • Pick ticket 2: groups orders 1 and 2 for products PRD1 and PRD2 for customer A
  • Pick ticket 3: groups orders 3 and 6 for product PRD2 for customer A with delivery type blank
  • Pick ticket 4: is for order 5 for product PRD2 for customer A with delivery type D2

Prerequisites

See also Refer to documentation Implementation

Screen management

Entry screen

Use this screen to enter your selection criteria and the break parameters for the pick tickets.

Reports

By default, the following reports are associated with this function:

Bullet point  LISTEPREPA: Preparation list

Bullet point  LISTEPREPAALL: Picking list allocated prod.

This can be changed using a different setup.

Specific actions

Search

Select the Search action to start the search for eligible lines that meet the entered criteria.

Include all

Select the Include all action to select all the table lines before the preparation plan number is generated.

Exclude all

Select the Exclude all action to exclude all table lines.

Criteria

Select the Criteria action for additional selection criteria.

Prep list

Select the Prep list action to create the pick list from the selections in the table. A number is assigned to the pick list. You can then enter the pick list number in the Preparation list field in the Filters block.

Pick ticket

Select the Pick ticket action to generate pick tickets from the lines in the preparation plans.

Deliverable

Select the Deliverable action if the pick list is complete.

Actions menu

Limitations

Leave the Only allocated quantities checkbox clear if some orders to prepare are set to Shipment order complete, so that the order lines of this type can be taken into account in the preparation.

Error messages

In addition to the generic error messages, the following messages can appear during the entry:

There is no 'Picking origin ticked
Unavailable Location
Do you want to erase the destination locations of the picking lines?
The quantity entered is larger than the quantity remaining to be picked

Tables used

See also Refer to documentation Implementation