DO Pre-Shipper/Shipper Picking
Use Pre-Shipper/Shipper Picking (12.9.1) to pick serial IDs for a DO pre-shipper/shipper and transfer the packages from a warehouse or shop floor location to a staging area.
After picking, the specified serial ID becomes Picked and linked with the specified DO requests on the specified pre-shipper or shipper.
Navigation
This program contains several frames.
In the Pre-Shipper/Shipper frame, enter the DO pre-shipper/shipper information. If you have not already created a pre-shipper or shipper, leave the Number field blank to let the system automatically generate a DO pre-shipper or shipper.
Pre-Shipper/Shipper Picking (12.9.1) - Header
If you want to merge the current pre-shipper or shipper with another pre-shipper or shipper, select the Merge Other Pre-Shippers field. Then, in the displayed Merge Pre-Shipper field, enter the pre-shipper or shipper ID with which to merge. The system merges the pre-shippers and displays a message that a picklist has been added to the merged pre-shipper. After you finish merging, click Back to display the Serial frame. If you do not want to do merging, do not select the Merge Other Pre-Shippers field. Click Next.
In the Serial frame, specify the serial ID to pick for the current DO pre-shipper/shipper.
Pre-Shipper/Shipper Picking (12.9.1) - Serial ID and DO Request
To pick an active assembly pack that contains single items, enter the serial ID of the assembly pack in the Serial ID field.
• If the assembly pack does not contain items at the lower level, the system displays the stage, item number, quantity available, site, location, lot/serial, and reference of the item. The displayed data is from the serial ID that you enter. In the DO Request frame, you enter a single DO number and request ID. Then the whole assembly pack is picked.
• If the assembly pack contains items at the lower level, you have two options. You can directly pick the whole assembly pack, or you can pick the assembly pack part by part. If you directly pick the whole assembly pack, this pack can only be picked for a single DO request.
• To directly pick the whole assembly pack, leave the Item Number, Lot/Serial, and Reference fields blank and click Next. Then in the DO Request frame, enter a single DO number and request.
• To pick the assembly pack part by part, first pick the lower-level items. Enter the item number, lot, and reference data to indicate which inventory you are picking. Then in the DO Request frame, enter DO request and quantity to pick information. The system prompts you to enter DO requests until all the quantity of the same combination of item, lot, reference is assigned. Items of the same combination of item, lot, and reference can be picked for multiple requests, but only for a single DO. Then enter the serial IDs of other lower-level packs to pick the packs one by one. Finish picking all the lower-level packs or items. Otherwise, when you click Back, you are prompted to remove those unpicked packs or items from the master pack. If you answer No, the system prompts you to remove the master pack from the pre-shipper or shipper.
To pick an active assembly pack that contains multiple items, you cannot directly enter the serial ID of the assembly pack in the Serial ID field. Instead, enter the serial IDs of lower-level packs to pick the lower-level packs one by one. If there are items at the lower level, enter the inventory information of the items to pick them. After entering the serial ID of a lower-level pack, answer No when prompted to remove it, and then enter data in the DO Request frame to pick the lower-level pack. For unit packs, the system prompts you to continue entering multiple DO requests until the Qty in Pack is assigned to the DO requests. If the lower-level pack is a unit pack and contains multiple items, lots, or references, after entering the pack serial ID, you can also enter the inventory information. This function does not support the scenario where a lower-level pack is an assembly pack and contains multiple items.
To pick an active unit pack, enter the serial ID of the unit pack in the Serial ID field.
• If the unit pack contains items of a single item number, lot, and reference, the system displays inventory information. Enter the DO request information to pick the unit pack. If the cumulative quantity entered is less than the Quantity in Pack, the system prompts you to continue entering DO requests until the Quantity in Pack is assigned to the DO requests. Make sure that all the specified requests are linked with a single DO.
• If the unit pack contains single items with multiple lots or references, you have two options. One is to directly pick the whole unit pack for a single DO request. The other is to specify specific inventory to pick for different DO requests.
• To directly pick the whole unit pack, leave the Item Number, Lot/Serial, and Reference fields blank. Then enter a single DO request to pick the whole unit pack.
• To select specific inventory to pick, enter inventory information to indicate which inventory you are picking. Then enter the DO request and quantity to pick information to pick the specified inventory. The system prompts you to enter DO requests until all the quantity of the specified inventory in the unit pack is assigned. But make sure that the DO requests for the same combination of item, lot, and reference are linked with a single DO. Finish picking all the other inventory in the unit pack. Otherwise, when you click Back, you are prompted to remove the unpicked inventory from the unit pack. If you answer No, the system prompts you to remove the unit pack from the pre-shipper or shipper.
• If the unit pack contains multiple items, you are required to select the specific inventory to pick. Enter inventory information to indicate which inventory you are picking. Then in the DO Request frame, enter the DO request and quantity to pick data. The system prompts you enter DO requests until all the quantity of the specified inventory in the unit pack is assigned. But make sure that the DO requests for the same combination of item, lot, and reference are linked with a single DO. Finish picking all the other inventory in the unit pack. Otherwise, when you click Back, you are prompted to remove the unpicked inventory from the unit pack. If you answer No, the system prompts you to remove the unit pack from the pre-shipper or shipper.
You can also pick loose serialized items using this function. In the Serial ID field, enter an active item serial ID and then enter DO request information to pick the serialized item.
If you enter an item serial ID aggregated on an active master pack, the system prompts you to remove it. If you respond with Yes, the item is then removed from the master pack and becomes active. You can then enter DO request information to pick the item for the current pre-shipper or shipper. If you respond with No, you are required to reenter a serial ID.
If you enter a pack serial ID aggregated on an active master pack, the system prompts you to remove it. If you respond with Yes, the pack is then removed from the master pack and becomes active. You can then enter DO request information to pick the pack for the current pre-shipper or shipper. If you respond with No, after you specify the DO requests for the pack and click Next, the parent pack is partially Picked and linked with the same DO requests. You are then required to either pick the other downstream packs of the parent pack or remove them from the pre-shipper or shipper.
After you specify the DO request information, a pop-up displays. In this pop-up window, specify tax data, such as tax usage, tax environment, and tax class. The system calculates taxes on this line based on the tax data you define here.
Pre-Shipper/Shipper Picking (12.9.1) - Global Tax
When you finish picking serial IDs, click Back to display the Destination frame and enter the staging area. To pick serial IDs without transferring packs to the staging area, leave all fields blank.
Pre-Shipper/Shipper Picking (12.9.1) - Destination
If you are using the Logistics Accounting functionality, click Back to access the Logistics Charges Detail frame. In this frame, logistics charges are calculated and displayed for the current pre-shipper or shipper. You can specify the logistics charge code and logistics supplier.
Pre-Shipper/Shipper Picking (12.9.1) - Logistic Charges
If the current document is a shipper rather than a pre-shipper, click Back. The system displays the Complementary Data frame. In the Complementary Data frame, provide additional information as required by the legal document and indicate whether you want to print the legal document immediately.
Pre-Shipper/Shipper Picking (12.9.1) - Complementary Data
Finally, the system displays tax amounts. You can review system-calculated tax amounts by setting View/Edit Tax Detail to Yes. The screen displays the total nontaxable and taxable line item and trailer charge amounts, the tax date, and tax amounts by category.
Pre-Shipper/Shipper Picking (12.9.1) - Tax Amounts
Ship-from ID
Enter the site from which the serial IDs are shipped.
Pre-Shipper/Shipper
Enter either shipper or pre-shipper. The default is pre-shipper. The value you enter determines whether you pick serial IDs for a pre-shipper or a shipper.
Number
Enter the number of the pre-shipper or shipper, or leave it blank to let the system generate a DO pre-shipper/shipper.
Note: Do not enter the pre-shipper or shipper that links with an open task in Warehousing. Otherwise, the system displays an error message.
Ship-To/Dock
This field is display only when you enter the pre-shipper or shipper number. It shows the ship-to site to which this pre-shipper/shipper is delivered.
If you leave the Number field blank, you are required to enter the ship-to or dock address code to which this shipper is to be delivered.
Shipping Group
This field is display only. The system searches for a shipping group based on the Ship-From and Ship-To/Dock address combination.
Inventory Movement Code
Enter an inventory movement code for this shipment. Inventory movement codes determine the default Number Range Management (NRM) sequences, carriers, and document formats. If specified, the system verifies that the code exists in the inventory movement detail record for the shipping group. If no shipping group is available for the Ship-From and Ship-To/Dock address combination, leave this field blank.
You are required to have access to this inventory movement code, defined in Inventory Movement Code Security.
Serial ID
Enter the serial ID to pick for the pre-shipper/shipper. Item serial ID, unit pack, and assembly pack are all supported. If the entered serial ID is aggregated on an active pack, the system prompts you to remove the pack from its master pack automatically. If you enter a serial ID that is picked for the current pre-shipper/shipper, it means that you want to unpick it. Do not try to enter a serial ID that is picked for another pre-shipper/shipper
Order Number/Req Nbr
Enter the DO and request number for which you pick the serial ID.
Quantity to Pick
Enter the quantity to pick for the specified DO request.
Price
Enter the unit price of the item.
Tax Usage
Tax usage is used to select tax rates. Tax usage defaults from the relevant address record: customer, supplier, or end user. You can override the transaction tax usage for line items but not for trailer charges.
Tax Environment
The tax environment is used to select tax types for the transaction. The ship-from/ship-to tax zones and tax class, if any, determines the default tax environment. A line item can have a different tax environment if its ship-from tax zone is different from the one for the rest of the transaction.
Tax Class
Tax class is used to select the transaction tax environment and/or tax rates for items and trailer charges. Tax class defaults from the relevant address record: customer, supplier, or end user.
Taxable
The taxable status determines how tax types apply to the transaction. If Taxable is No, the amount is nontaxable. However, if Taxable is Yes, the amount can also be nontaxable if you use tax types and zero-percent tax rates to report tax exemptions.
Tax In
Tax In (tax included) determines whether tax is already included in line item amounts. If it is, the system reverse-calculates the tax from the item amount and displays it along within the other tax amounts.
Transfer To Site
Enter the destination site to which the pack or item moves. This field indicates the staging area. The value defaults from the ship-from of the pre-shipper/shipper.
Location
Enter the destination location to which the packs move.
Note: If the specified pack is associated with an open task in Warehousing, the system does not transfer it to the specified location.
Effective Date
Enter the GL effective date for the transfer transaction. This value defaults from the system date.
Remarks
Optionally, enter brief remarks associated with this transfer.
Logistics Charge Code
Enter a logistics charge code.
Logistics Supplier
Enter a supplier.
Driver
Optionally, enter the name of the carrier vehicle’s driver. This field is for reference only and appears on some legal documents.
License Number
Optionally, enter the license number of the carrier’s vehicle. This field is for reference only and appears on some legal documents.
Print Comments
Specify whether to print shipper comments on the legal document.
Print Legal Document with Shipper
Choose Yes to immediately print the legal document along with the shipper. If you choose No, you can print the legal document later using Legal Document Print (7.10.4). This value defaults from the Print Legal Document option in Legal Document Control (7.10.24).
Number of Copies
Specify how many copies of legal documents you want to print.
Volume
Enter a code indicating the amount of space the inventory occupies.
Volume UM
Enter a unit of measure in which the net weight is expressed, such as CF, SF, CM. This field is validated against predefined values entered in Generalized Codes Maintenance for field pt_size_um, if any.
Legal Document Detail Maint
Choose Yes to review and maintain legal document details.
