Pickup Sheet Creation Process
Regardless of which method you use, the system uses the same process for creating new pickup sheets. After you enter selection criteria, the system:
1 Selects scheduled order and PO lines based on suppliers referenced by selected network ID records and scheduled date.
2 Based on supplier network records, matches suppliers with one or more transportation modes, including the sequence in which the suppliers will be listed on the pickup sheet.
3 Finds the current release of either the traditional supplier schedule (type 4) or the PRO/PLUS supplier shipping schedule (type 6) and selects open requirements not already included on a pickup sheet.
4 Uses vehicle definitions set up in Supplier Transport Mode Maintenance to determine load capacity.
5 Creates one or more pickup sheets for each selected day and route, depending on vehicle capacity requirements.
Note: If there are multiple requirements for an item on the same day, the system creates separate pickup sheets to represent separate pickups during the day.
6 Optionally, based on a specified QAD-provided rule or your company’s own custom rule, optimizes the pickup sheets to achieve full or near-full truckloads.
7 When the status is Confirmed (either at the time the pickup sheet is auto-created or manually):
• Creates a new schedule release to reflect the quantities included in the final requirements on the Confirmed pickup sheet. Based on a setting in Supplier Schedule Control, the new release ID may have a prefix identifier added to it. See
Pickup Sheet Release ID Prefix.
• Adds the Pickup Sheet ID to the Reference field on the schedule release.
Non-standard Pack Size Warnings
The auto-create and manual pickup sheet functions confirm that the item quantity conforms to the standard pack size. If the system detects a pack size non-conformance, a warning message displays detailed information to help you quickly find the requirement on the pickup sheet that should be updated.
• For Auto Create, these messages show up on the output report.
• In Pickup Sheet Maintenance, the warning is displayed in two places:
• The Pickup Sheet Summary frame
• The Item Details frame
Note: These warning messages do not display on the pickup sheet itself.