Pick ticket

Use this transaction to carry out shipment preparations by picking products in the warehouse:

  • From a picking list (grouping several pick tickets)

  • From a single pick ticket (grouping several pick ticket lines)

When a pick ticket is processed, its status can be set to Deliverable.

How to process pick tickets

Open: Picking > Pick ticket

To process a pick ticket, you must enter information on 3 pages:

  • The initial page is used to select a pick list or a pick ticket and the transaction to be used.
  • The second page is used to select a pick ticket line.
  • The third page is used to enter the stock information to be picked for each ticket line and finally change the status of the pick ticket to Deliverable.

Operating mode

  1. In the initial page:
    1. Check that the Site and Transaction default values are correct.
    2. Select a Pick list or a Pick ticket. You can also set a unique destination location for all the ticket lines linked to the selected pick list or pick ticket.
  2. Tap Next to display the Select a line page.
  3. Tap a pick ticket line from the To do list. The Enter line details page automatically displays.

  4. Enter the quantity to be picked and the stock detail information.
    When the line has a Detailed allocation type and the serial number management mode of the product is Globally Received/Issued, each serial number is processed separately:

    • Tap Next when you have processed a serial number. The Enter line details page automatically displays again.

    • Repeat step 4 for each serial number.

  5. Tap Submit when you have processed a pick ticket line. The Select a line page automatically displays: The line is removed from the To do list. It displays now in the Done list.

  6. Repeat step 3 to step 6 for each pick ticket line.

  7. When all the lines have been updated, the following message displays: "Set the pick ticket to deliverable?". Tap Yes to update the status of the pick ticket to Deliverable.

Step by step

Pick ticket initial page

 

  • The Transaction field displays only if you have access to several entry transactions. It defaults to the first available Pick tickets entry transaction (GESPRT) (sorted by alphabetical order).
    You can select another transaction from the drop-down list. This list is filtered based on your Function profile (GESAFT) permissions (access codes).

  • The Site defined in the Site screen displays automatically. You cannot modify it on the current page.
  • Scan or select either a Pick list or a Pick ticket.
  • The Destination location field displays only if the Enter destination location check box is selected in the entry transaction. You can enter a new destination location which will apply to the different lines of the ticket. Entry in this field is optional. In the next page, you also can enter the destination location for each line.
     
  When you have selected a Pick list or a Pick ticket, tap Next to display the Select a line page.

When the pick ticket is in detailed allocation

Select a line

 

In this page, you can toggle between the To do and the Done ticket lines.

  • Tap To do to display the list of open pick ticket lines.

  • Tap Done to display the list of completed pick ticket lines.
  Use the Search field to filter the content of the list: scan or type manually a pick ticket number, a product code or a product description.
 

The list is sorted by pick ticket number and then by product code.
Each pick ticket displays the following information:

  • Pick ticket number
  • Product code
  • Product description
  • Quantity remaining to pick and unit of measure
  Tap a pick ticket to display the Enter line details page.

Enter line details

 

The header displays the following information:

  • Selected pick ticket number and the pick ticket line number

  • Product code and product description

  • Initial remaining quantity to pick and unit of measure
 

The Picked quantity displays the quantity already picked (If the pick ticket line is split between different locations or lots).

 

Filter entry lines display. The filters available depend on the management mode of the product.

Additional fields display. They are described in the table below.

 
 

 

In detailed allocation, the Location, Lot and/or Serial number are automatically populated.

 

 

Tap Submit when you have processed a pick ticket line. The following message displays: "Set the pick ticket to deliverable?". Tap the following options:

  • Yes to update the status of the pick ticket to Deliverable and print the pick ticket document.

    To print documents, refer to Functional prerequisites for printing labels and documents.

  • No if you do not want to update the pick ticket status. To change the status later, use the Pick ticket function (GESPRH) in Sage X3.
 

When the pick ticket is in global allocation

Select a line

 

In this page, you can toggle between the To do and the Done ticket lines.

  • Tap To do to display the list of open pick ticket lines.

  • Tap Done to display the list of completed pick ticket lines.
 

Use the Search field to filter the content of the list: scan or type manually a pick ticket number, a product code or a product description.

The list is sorted by pick ticket number and then by product code.

Each pick ticket displays the following information:

  • Pick ticket number
  • Product code
  • Product description
  • Quantity remaining to pick and unit of measure
  Tap a pick ticket to display the Enter line details page.
 

The header displays the following information:

  • Selected pick ticket number and the pick ticket line number

  • Product code and product description

  • Initial remaining quantity to pick and unit of measure
 

 
 
     
 

Filter entry lines display. Use the Scan or select... fields to filter the stock lines.
 

 
The stock lines available for this pick ticket display. Select and tap a stock line to display the Enter line details page.
     

Enter line details

The top of the page displays the stock line detail. This information cannot be edited.
 

 
 

Scroll down the stock line detail page to see the other fields.

 

At the bottom of the page, you can:

  • Select a PAC quantity. By default, the maximum quantity is populated.

  • Select a Stock quantity. By default, the maximum quantity is populated.

  • Select a Destination location. This field is automatically populated if you selected a destination location in the initial page.

 

 

Tap Submit when you have processed a pick ticket line. The following message displays: "Set the pick ticket to deliverable?". Tap the following options:

  • Yes to update the status of the pick ticket to Deliverable and print the pick ticket document.

    To print documents, refer to Functional prerequisites for printing labels and documents.

  • No if you do not want to update the pick ticket status. To change the status later, use the Pick ticket function (GESPRH) in Sage X3.
 

Management by exception is applied. Only some of these fields will display, depending on the Product settings (GESITM) or on some of the functional settings defined in the Pick ticket entry transaction (GESPRT) being used.

Field Product settings

Entry transaction

Description
Stock quantity    

The picked quantity, in stock unit. You can change it.

If the quantity in stock is not enough to fulfill the pick, enter a quantity equal to 0. The following message displays: "Create a shortage?'. Tap Yes to update the sales order line with the shortage quantity. The Select a line page displays again and allows you to select another pick ticket line.
Status X X Select the Status when the line has a Global allocation type. The status displays automatically and cannot be modified when the line has a Detailed allocation type. This information is mandatory.
To location X X

The To location field displays only if the Enter destination location check box is selected in the entry transaction. This information is mandatory. Scan or select the destination Location. By default, it displays the location selected in the Pick ticket initial page. You can select another location when the line has a Global allocation type.

When the line has a Detailed allocation type, the destination location displays automatically and cannot be modified.
Lot / Sublot X   The Lot and Sublot display only if the product is managed by lot.
Scan, select or enter the lot/sublot number when the line has a Global allocation type. The lot and sublot display automatically and cannot be modified when the line has a Detailed allocation type. This information is mandatory.
License plate number    

The License plate number displays only when the following conditions are met:

  • The Container management is activated in the Product-site function.

  • The stock line is assigned to a LPN.
Serial number X  

The Serial number field displays only if the product serial number management mode is Received/Issued or Globally Received/Issued.
Scan, select or enter the serial number when the line has a Global allocation type. The pick ticket update applies to the whole range of serial numbers.
The serial number displays automatically and cannot be modified when the line has a Detailed allocation type. The pick ticket update applies only to the serial number which displays. Tap Next to update each serial number.

  • If your product serial number management mode is Received/Issued, when you enter a serial number the remaining quantity will automatically be the following serial number(s). When you tap Next, a warning message will display to confirm your choice.
  • If your product serial number management mode is Global, you will be able to pick a Starting serial number and an Ending serial number.

 

Field Description Sage X3 field code Table
(data query)
Site Issue site STOFCY SMVTH
Pick list Pick list PRLNUM STOPRELIS
Pick ticket Pick ticket PRHNUM STOPREH
Product Product ITMREF STOPRED
To location Location LOCDES STOPRED
Quantity to pick Allocated quantity OALQTYSAL STOPRED
Unit Packing unit PCU STOPRED
Conversion factor Conversion factor PCUSTUCOE STOPRED
Quantity Packing quantity QTYPCU STOPRED
Stock quantity Stock quantity QTYSTU STOPRED
Status Status STA STOALL
From location Location LOC STOALL
Lot Lot number LOT STOALL
Sub-lot Sub-lot number SLO STOALL
Serial number Serial number SERNUM STOALL