Using Update Pick List

The appropriate action taken for this option depends on the pick list format and sort order. Please refer to the appropriate section for each type of pick list in Shipping Papers - Pick Lists.

If the pick list is sorted by Route - Item, Route - Physical Location, or Item Route:

The following screen will display:

• Rt – The route for the pick list.
• Phy Loc – The physical location assigned to the item (if sorted by 'Route - Physical Location').
  • The list will be sorted by physical location, then by item.
• Items for Pick List # – Item group and item name.
• Order – The number of orders for the item (if the item list is at the Summary level).
  • If the line item is itemized, the Sales Order number.
• Cust – The customer ID for itemized item lines.
  • The customer ID will not display if sorted by 'Route - Physical Location'.
• Ordered – The quantity ordered and the ordered UOM.
• Ship – The shipped quantity and UOM.
• Packed – The ordered pack description.
• COOL – The COOL ID is assigned (or LOOSE, if not defined).
• Lot Number – The location/lot number selected (or multiple, if more than one lot selected).
  • The lot number will not appear if the Cartonize option for Shipping Papers is set to Yes in Shipping Options.
• Cartons – The number of cartons shipped (if Cartonize in Update Pick List AND Cartons Line for the Department are both set to Yes).
• Status – The order line statuses are:
  • Later – The unshipped quantity or quantity that will be shipped in the future.
  • Over – The amount shipped in excess of the ordered quantity.
  • Short – The amount remaining when the quantity shipped is less than the quantity ordered, followed by the short ship reason ID.

 

If the item is unlotted:

Command line Options will appear to press F10 for a list of the orders for the item, or enter zero to ship later or short the order.

Enter 0 to mark the sales order line as "Ship Later" or to select a short ship reason from the Short Ship Reason table. A Select A Reason (Item Name) window will appear:

• Exit – Select this option to exit from the Ship column and return to the Update Pick List Command line command options.
• Ship Later – Select this option to leave the ordered quantity open and enter the actual weights later.
• A list of short ship reasons – Select a reason for short-shipping the sales order line. Scroll to the appropriate reason and press Enter to confirm your selection.

If the total quantity shipped is the same as the total quantity ordered for each sales order:

Press Enter to accept the default ordered weight as the shipped weight.

If the quantity shipped does not equal the quantity ordered:

Press F10 to open the Shipping Quantity selection window which displays all the sales orders for the item. The following information is displayed:

• S – The order status.
• Cust – The customer ID code.
• Order – The sales order number.
• COOL – The COOL identity assigned to the item for the sales order.
• Packed – The item pack unit description for the ordered quantity.
• Ordered – The quantity ordered in the ordered pack unit of measure.
• Shipped – The actual quantity shipped.
• Unit – The shipping unit of measure.
• Cartons – The number of shipping cartons used to pack the quantity shipped.
• Reason – The short ship reason code (if the quantity shipped is less than the quantity ordered).

 

Scroll to the sales order line and enter the actual quantity shipped in the Shipped column for each sales order line. Use the function keys below as necessary.

• F3 – Toggle. Press F3 to toggle between the ordered UOM and pounds.
• F4 – Cartonize. Press F4 to cartonize the item for the order. See Cartonizing for more information on how to cartonize a sales order.
• F5 – Reason. Press F5 to assign a short ship reason code if the quantity shipped is less than the quantity ordered.
• F10 – Exit. Press F10 to exit from the ship amount screen and move to the next item on the pick list.

 

If the quantity shipped does not equal the quantity ordered: (and Cartonize for Shipping Papers is set to Yes in Shipping Options)

The Cartonize Order selection box will appear.

Enter the number of cartons shipped in the Carton field, or press F4 to bring up the Cartonizing window. See Cartonizing for more information on how to cartonize a sales order.

Enter the actual weight for each carton. See Cartonizing for more information on how to cartonize a sales order.

If the quantity shipped is less than the quantity ordered:

The Short Ship Reason selection box will open. Scroll to the short ship reason to select the short ship reason from the list and press Enter. Press F10 to exit.

Continue for all sales orders for the item.

Press F10.

Tally weight products: If an item has been designated as using tally (or "catch") weights (meaning they have been flagged as Yes in Item), a tally weights window will open to enter the actual weight shipped for each tally weight unit shipped. Enter as many quantities for this item as needed, pressing Enter after each one. A running count and totals with percentages will be displayed at the bottom of the window. When finished, press Enter on the blank quantity field. Then select Exit to proceed to the next order or item. The following command options will appear: Add, Change, Delete, and Exit.

 

• Add – Select this option to add additional quantities to the listing.
• Change – Select this option to edit a quantity already entered in the tally weights window. Highlight the desired entry and enter the correct quantity, or press Enter to leave as is.
• Delete – Select this option to delete a quantity already entered. Highlight the desired entry and press Enter. If a quantity is deleted in error, select Add and re-enter.
• Exit – Select this option to exit the tally weights window. The total of all quantities entered will display in the Ordered column of the order.
• First – Select this option to return to the first list of 20 tally line weights if more than 20 weights were entered.
• Next – Select this option to return to the next page if more than 20 weights were entered.

Catch Weight Item Packs - The quantity shipped for Items with a Catch Weight Item packs are entered based on the catch weight level:

• FW=Fixed Weight: The quantity to ship will default to the ordered UOM and can be shipped by entering the number of units shipped, or by pressing F3 to toggle to pounds and entering the number of pounds shipped.
• LI=Order Line: The quantity to ship will default as the invoicing unit of measure. If the invoicing UOM is EACH, enter the number of units shipped. If the invoicing UOM is pounds, enter the number of pounds shipped.
• Pack UOM: An Enter Tally Weight window will appear. Enter the weight of each unit shipped. As each weight is entered, the total number of weights entered and percentage of weight ordered will be updated along with the total weight entered and percentage of order weight entered. The total weight shipped can be entered. To exit from the tally weight window, leave the last weight entry box empty and Press Enter. The following command options will appear:
  • Exit – Select this option to exit the tally weights window. The total of all quantities entered will display in the Ordered column of the order.
  • Add – Select this option to add additional quantities to the listing.
  • Change – Select this option to edit a quantity already entered in the tally weights window. Highlight the desired entry and enter the correct quantity, or press Enter to leave as-is.
  • Delete – Select this option to delete a quantity already entered. Highlight the desired entry and press Enter. If a quantity is deleted in error, select Add and re-enter.
  • First – Select this option to view the first page of 20 tally line weights (if more than 20 weights were entered).
  • Next – Select this option to view the next page (if more than 20 weights were entered).
• Break UOM: An Enter Tally Weight window will appear. Enter the weight of each inner pack for the number of units unit shipped. As each weight is entered, the total number of weights entered and percentage of ordered will be updated along with the total weight entered and percentage of the order weight entered. The total weight shipped can be entered. When finished, press Enter on the blank quantity field. The following command options will appear:
  • Exit – Select this option to exit the tally weights window. The total of all quantities entered will display in the Ordered column of the order.
  • Add – Select this option to add additional quantities to the listing.
  • Change – Select this option to edit a quantity already entered in the tally weights window. Highlight the desired entry and enter the correct quantity, or press Enter to leave as-is.
  • Delete – Select this option to delete a quantity already entered. Highlight the desired entry and press Enter. If a quantity is deleted in error, select Add and re-enter.
  • First – Select this option to view the first page of 20 tally line weights (if more than 20 weights were entered).
  • Next – Select this option to view the next page (if more than 20 weights were entered).

 

If the item is a lotted or individually lot-costed item:

The following options will appear:

F6 for Auto Select - Press F6 to automatically tag the first available lot. See Selecting Lots for more information.

Press F10 to bring up the Lot Selection window. Select the actual location, lot and slot. Enter the actual quantity shipped. If a balance will be shipped later, enter that quantity in the open line. See Selecting Lots for more information.

Enter 0 to mark the sales order line as "Ship Later" or to select a short ship reason from the Short Ship Reason table. A Select A Reason (Item Name) window will appear:

• Exit – Select this option to exit from the Ship column and return to the Update Pick List Command line command options.
• Ship Later – Select this option to leave the ordered quantity open and enter the actual weights later.
• A list of short ship reasons – Select a reason from the list to short ship the sales order line. Scroll to the appropriate reason and press Enter to confirm your selection.

F3 to change Unit of Measure - Press F3 to toggle between the ordered UOM and pounds. Press F6 or F10 to select the lots. See Selecting Lots for more information.

Enter the number of cartons shipped in the Cartons field, or press F4 to bring up the Cartonizing window. See Cartonizing for more information.

Note: If the Pick List has more than one page, select Next Page to enter the weights for the remaining items on the Pick List. Select Prior Page to return to the previous page.

 

If the pick list is sorted by Route - Customer, Route - Stop, or Customer - Item:

The following screen will display:

• Rt – The route for the pick list.
• Order – The number of orders for the item (if the item list is at the Summary level).
  • If the line item is Itemized, the Sales Order number.
• Cust – The customer ID for itemized item lines.
• Items for Pick List # – Item group and item name.
• Ordered – The quantity ordered and the ordered UOM.
• Ship – The shipped quantity and UOM.
• Packed – The ordered pack description.
• COOL – The COOL ID is assigned (or LOOSE, if not defined).
• Lot Number – The location/lot number selected (or multiple, if more than one lot selected).
  • The lot number will not appear if the Cartonize option for Shipping Papers is set to Yes in Shipping Options.
• Cartons – The number of cartons shipped (if Cartonize in Update Pick List and Cartons Line for the Department is set to Yes).
• Status – The order line statuses are:
  • Later – The unshipped quantity or quantity that will be shipped in the future.
  • Over – The amount shipped in excess of the ordered quantity.
  • Short – The amount remaining when the quantity shipped is less than the quantity ordered, followed by the short ship reason ID.

 

Command line Options will appear to press F10 for a list of the orders for the item or enter zero to ship later or short the order.

Enter 0 to mark the sales order line as "Ship Later" or to select a short ship reason from the Short Ship Reason table. A Select A Reason (Item Name) window will appear:

• Exit – Select this option to exit from the Ship column and return to the Update Pick List Command line command options.
• Ship Later – Select this option to leave the ordered quantity open and enter the actual weights later.
• A list of short ship reasons – Select a reason for short-shipping the sales order line. Scroll to the appropriate reason and press Enter to confirm your selection.

If the total quantity shipped is the same as the total quantity ordered for each sales order:

Press Enter to accept the default ordered weight as the shipped weight.

If the quantity shipped does not equal the quantity ordered:

Press F10 to open the Shipping Quantity selection window which displays all the sales orders for the item. The following information is displayed:

• S – The order status
• Cust – The customer ID code
• Order – The sales order number
• COOL – The COOL identity assigned to the item for the sales order
• Packed – The item pack unit description for the ordered quantity
• Ordered – The quantity ordered in the ordered pack unit of measure
• Shipped – The actual quantity shipped
• Unit – The shipping unit of measure
• Cartons – The number of shipping cartons used to pack the quantity shipped.
• Reason – The short ship reason code, if the quantity shipped is less than the quantity ordered.

 

Scroll to the sales order line and enter the actual quantity shipped in the Shipped column for each sales order line. Use the function keys below as necessary.

• F3 – Press F3 to toggle between the ordered UOM and pounds.
• F4 – Cartonize. Press F4 to cartonize the item for the order. See Cartonizing for more information on how to cartonize a sales order.
• F5 – Reason. Press F5 to assign a short ship reason code if the quantity shipped is less than the quantity ordered.
• F10 – Exit. Press F10 to exit from the ship amount screen and move to the next item on the pick list.

 

If the quantity shipped does not equal the quantity ordered and the cartonize option in Shipping Options is set to Y (Y=yes) for Shipping Papers,

The Cartonize Order selection box will appear.

Enter the number of cartons shipped in the Carton field or press F4 to bring up the Cartonizing window. See Cartonizing for more information.

Enter the actual weight for each carton. See Cartonizing for more information on how to cartonize a sales order.

If the quantity shipped is less than the quantity ordered,

The Short Ship Reason selection box will open. Scroll to the short ship reason to select the short ship reason from the list and press Enter. Press F10 to exit.

Continue for all sales orders for the item.

Press F10.

Tally weight products: If an item has been designated as using tally (or catch) weights (flagged as Y in Item), the tally weights window will open to enter the actual weight shipped for each tally or catch weight unit shipped. Enter as many quantities for this item as needed, pressing Enter after each one. A running count and total is displayed below the window. When finished, press Enter on a blank quantity field. Then select Exit to proceed to the next order or item. Command options will appear: Add, Change, Delete, and Exit.

• Add – Select this option to add additional quantities to the listing.
• Change – Select this option to edit a quantity already entered in the tally weights window. Highlight the desired entry and enter the correct quantity, or press Enter to leave as is.
• Delete – Select this option to delete a quantity already entered. Highlight the desired entry and press Enter. If a quantity is deleted in error, select Add and re-enter.
• Exit – Select this option to exit the tally weights window. The total of all quantities entered will display in the Ordered column of the order.
• First - Select this option to view the first page of 20 tally line weights (if more than 20 weights were entered).
• Next - Select this option to view the next page (if more than 20 weights were entered).

Catch Weight Item Packs - The quantity shipped for Items with a Catch Weight Item packs are entered based on the catch weight level:

• FW = Fixed Weight: The quantity to ship will default to the ordered unit of measure and can be shipped by entering the number of units shipped, or by pressing F3 to toggle to pounds and entering the number of pounds shipped.
• LI = Order Line: The quantity to ship will default as the invoicing unit of measure. If the invoicing UOM is EACH, enter the number of units shipped. If the invoicing UOM is pounds, enter the number of pounds shipped.
• Pack UOM: An Enter Tally Weight window will appear. Enter the weight of each unit shipped. As each weight is entered, the total number of weights entered and percentage of weight ordered will be updated along with the total weight entered and percentage of order weight entered. The total weight shipped can be entered. To exit from the tally weight window, leave the last weight entry box empty and Press Enter. The following command options will appear:
  • Exit – Select this option to exit the tally weights window. The total of all quantities entered will display in the Ordered column of the order.
  • Add – Select this option to add additional quantities to the listing.
  • Change – Select this option to edit a quantity already entered in the tally weights window. Highlight the desired entry and enter the correct quantity, or press Enter to leave as-is.
  • Delete – Select this option to delete a quantity already entered. Highlight the desired entry and press Enter. If a quantity is deleted in error, select Add and re-enter.
  • First – Select this option to view the first page of 20 tally line weights (if more than 20 weights were entered).
  • Next – Select this option to view the next page (if more than 20 weights were entered).
• Break UOM: An Enter Tally Weight window will appear. Enter the weight of each inner pack for the number of units unit shipped. As each weight is entered, the total number of weights entered and percentage of ordered will be updated along with the total weight entered and percentage of the order weight entered. The total weight shipped can be entered. When finished, press Enter on the blank quantity field. The following command options will appear:
  • Exit – Select this option to exit the tally weights window. The total of all quantities entered will display in the Ordered column of the order.
  • Add – Select this option to add additional quantities to the listing.
  • Change – Select this option to edit a quantity already entered in the tally weights window. Highlight the desired entry and enter the correct quantity, or press Enter to leave as-is.
  • Delete – Select this option to delete a quantity already entered. Highlight the desired entry and press Enter. If a quantity is deleted in error, select Add and re-enter.
  • First – Select this option to view the first page of 20 tally line weights (if more than 20 weights were entered).
  • Next – Select this option to view the next page (if more than 20 weights were entered).

 

If the item is a lotted or individually lot-costed item:

The following options will appear:

F6 for Auto Select - Press F6 to automatically tag the first available lot. See Selecting Lots for more information.

Press F10 to bring up the Lot Selection window. Select the actual location, lot, and slot. Enter the actual quantity shipped. If a balance will be shipped later, enter that quantity in the open line. See Selecting Lots for more information.

Enter 0 to mark the sales order line as "Ship Later" or to select a short ship reason from the Short Ship Reason table. A Select A Reason (Item Name) window will appear:

• Exit – Select this option to exit from the Ship column and return to the Update Pick List Command line command options.
• Ship Later – Select this option to leave the ordered quantity open and enter the actual weights later.
• A list of short ship reasons – Select a reason for short-shipping the sales order line. Scroll to the appropriate reason and press Enter to confirm your selection.

F3 to change Unit of Measure - Press F3 to toggle between the ordered UOM and pounds. Press F6 or F10 to select the lots. See Selecting Lots for more information.

Enter the number of cartons shipped in the Cartons field or press F4 to bring up the Cartonizing window. See Cartonizing for more information.

Continue for all sales orders on the pick list. Press F10.

 

Note: If the Pick List has more than one page, select Next Page to enter the weights for the remaining items on the Pick List.

 

 

The COOL selection screen will appear with the following fields:

• Item – The item code that requires a COOL identity.
• Item Name – The item name.
• Order – The sales order number.
• Cust – The customer ID.
• COOL – The COOL identity for the item and sales order.

Press F4 for a COOL identity list. Assign the COOL identity from the list and press F10 to exit the window.

See COOL Rules for more information on how the COOL identity is assigned to sales orders and validated against the item COOL settings.

Selecting Update to save the actual quantity shipped, lot numbers, COOL identities, carton count, and shipping cartons assigned to each sales order line.

Updating will mark the sales order line as shipped. The sales order status will not change to shipped or ready until all sales order line items have been shipped via Shipping or Update Pick List.

COOL Validation Check

The system will perform a COOL validation check to determine if all loose and strict controlled COOL items have bee assigned a COOL identity at either the sales order line level or lot level. It will also check to see that the COOL identities assigned to the sales order at the lot level match the item alias or additional item alias for the customer.

If required COOL identities are not entered, a Strict COOL Control Issues selection box will appear with the following fields:

• Item – The item ID.
• Item Name – The name of the item that has a required strict COOL identifier issues.
• Cust – The customer ID.
• Order – The sales order number.
• Line – The sales order line number.
• Order – The COOL identity for the sales order line.
• Lot – The COOL identity for the lot selected (if the item is lotted or individually lot costed).
• COOL Problems – The reason why the sales order line failed the COOL validation rules.

See COOL Rules for more information on how the COOL identity is assigned to sales orders and validated against the item COOL settings.

Press F10 to continue and then select the COOL command option to assign the COOL identity to the items.

If Trace reporting is activated in Interface Options to create the XML Trace Import Document when the order is shipped and the Customer has a Trace ID, the system will automatically use the NetTrace utility to create the XML Import Trace Document and upload the document to the Trace website if necessary. If any of the orders updated on the pick list have a shipped or ready status, the message line will display Updating Files for Invoice keep to indicate that the Trace XML Import Trace Documents are being created and the files updated accordingly. The NetTrace Interface dialog box will open indicating the progress of the transfer of the document to the Trace website and the Document Status. The dialog box contains the following fields. See Trace Overview for more information

• Process Status – Connecting (if trying to connect to the website) or Connected (indicating a connection has been made).
• Order Number – indicates the order number being processed
• Document Status – The initial status is Uploading to indicate the file is being sent to the Trace website. After sending the file, the system will look for an updated status from Trace. The document should come back with a Received status. See using Trace for listing of document statuses.

 

The user can continue processing transaction in the system while NetTrace runs in the background. After you have finished updating the shipped sales order, you are returned to the Order field to select a new order to ship.

See Printing Updated Pick Lists for more information.

Select EXIT from the Select A List window to return to the Shipping menu.