Batch Pick Demand Confirm

Menu Path: Warehouse Management Images\bluerarw.gif Shipment Processing Images\bluerarw.gif Batch Pick Demand Confirm

Purpose

Confirm more than one pick demand at the same time, using a variety of selection criteria.

Overview

Use Batch Pick Demand Confirm to confirm pick demands instead of or in conjunction with Pick Demand Confirm. You can select to confirm pick demands by batch only (if there were no changes or adjustments in what was actually shipped) or confirm by batch, then review/adjust exceptions using Pick Demand Confirm.

Note You cannot use Batch Pick Demand Confirm to confirm pick demands with associated Wireless Warehouse picking tasks. To use Batch Pick Demand Confirm, the Wireless Warehouse picking tasks must be cancelled. For information on canceling Wireless Warehouse tasks, see Warehouse Task Management.

For information on why a pick demand cannot be confirmed, see Pick Demand Logic FAQ.

When you confirm pick demands, pack lists (slips) may also print for the confirmed pick demands depending on the settings for the location. For more information, see Automatic Pack Slips From Ship Confirmation.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Batch Pick Demand Confirm window.

Show Data

Click this button to display pick demands on the Results tab based on the criteria selected on the Select tab. This button is only available if the Select tab is displayed.

Select All

Click this button to select the check box in the Confirm column for each pick demand in the Pick Demands grid. This button is only available if the Results tab is displayed.

Deselect All

Click this button to clear the check box in the Confirm column for each pick demand in the Pick Demands grid. This button is only available if the Results tab is displayed.

Confirm All

Click this button to confirm all pick demands in the Pick Demands grid. This button is only available if the Results or Print Options tab is displayed, and is only enabled if the check boxes in the Confirm column are cleared for all pick demands in the Pick Demands grid. If the pick demands use carriers that require packaging dimensions, then the packages without dimensions cannot be confirmed.

Confirm Selected

Click this button to confirm all pick demands for which the check box is selected in the Confirm column in the Pick Demands grid. This button is only available if the Results or Print Options tab is displayed, and is only enabled if a check box in the Confirm column is selected for at least one pick demand in the Pick Demands grid.

Note This button cannot be used with Scheduling Assistant.

Select Tab Fields and Buttons

Field or Button

Description

All Sales Locations

Select this check box to display unconfirmed pick demands for all sales locations. This check box is cleared by default.

Prefix (Sales Location)

Enter a sales location prefix for which to display unconfirmed pick demands, or click the Lookup button to select a sales location prefix. This field is only enabled if the All Sales Locations check box is cleared. For more information on sales locations, see Sales Location / Shipping Location.

Name (Sales Location)

Enter a sales location name for which to display unconfirmed pick demands, or click the Lookup button to select a sales location name. This field is only enabled if the All Sales Locations check box is cleared. For more information on sales locations, see Sales Location / Shipping Location.

All Shipping Locations

Select this check box to display unconfirmed pick demands for all shipping locations. This check box is cleared by default.

Prefix (Shipping Location)

Enter a shipping location prefix for which to display unconfirmed pick demands, or click the lookup button to select a shipping location prefix. This field is only enabled if the All Shipping Locations check box is cleared. For more information on shipping locations, see Sales Location / Shipping Location.

Name (Shipping Location)

Enter a shipping location name for which to display unconfirmed pick demands, or click the lookup button to select a shipping location name. This field is only enabled if the All Shipping Locations check box is cleared. For more information on shipping locations, see Sales Location / Shipping Location.

All Zones

Select this check box to display unconfirmed pick demands for all warehouse zones that hold bins of products. This check box is selected by default, and is only enabled if the All Shipping Locations check box is cleared. Zones are defined and maintained in Zone Maintenance.

Zone

Enter a zone for which to display unconfirmed pick demands, or click the Lookup button to select a zone. This field is only enabled if you clear the All Zones check box.

All Pick Batches

Select this check box to display unconfirmed pick demands for all batches. This check box is cleared by default. A pick batch number is created every time pick demands are printed.

Batch

Enter a batch for which to display unconfirmed pick demands, or click the Lookup button to select a batch. This field is only enabled  if you clear the All Pick Batches check box.

All Pick Demands

Select this check box to display all unconfirmed pick demands that meet the selected criteria. This check box is selected by default.

From (Pick Demand)

Enter an unconfirmed pick demand you want to display, or click the Lookup button to select an unconfirmed pick demand. If you want to display a range of unconfirmed pick demands, enter the first pick demand in the range. This field is only enabled if you clear the All Pick Demands check box.

To (Pick Demand)

Enter the last unconfirmed pick demand in a range of unconfirmed pick demands you want to display. If you want to display a single unconfirmed pick demand, you can leave this field blank. This field is only enabled if you clear the All Pick Demands check box.

All Billing Customers

Select this check box to display unconfirmed pick demands for all billing customers. This check box is selected by default.

From (Billing Customer)

Enter a billing customer code for which to display unconfirmed pick demands, or click the Lookup button to select a billing customer code. If you want to display unconfirmed pick demands for a range of billing customer codes, enter the first billing customer code in the range. This field is only enabled if you clear the All Billing Customers check box.

To (Billing Customer)

Enter the last billing customer code in a range of billing customer codes for which you want to display unconfirmed pick demands. If you want to display unconfirmed pick demands for a single billing customer code, you can leave this field blank. This field is only enabled if you clear the All Billing Customers check box.

All Customer Divisions

Select this check box to display unconfirmed pick demands for all customer divisions. This check box is selected by default.

From (Customer Division)

Enter a customer division for which to display unconfirmed pick demands, or click the Lookup button to select a customer division. If you want to display unconfirmed pick demands for a range of customer divisions, enter the first customer division in the range. This field is only enabled if you clear the All Customer Divisions check box.

To (Customer Division)

Enter the last customer division in a range of customer divisions for which you want to display unconfirmed pick demands. If you want to display unconfirmed pick demands for a single customer division, you can leave this field blank. This field is only enabled if you clear the All Customer Divisions check box.

All Waves

Select this check box to display unconfirmed pick demands for all waves. Waves are groups of routes assigned to pick demands. This check box is selected by default. Waves are defined and maintained in Fleet Delivery Wave Maintenance.

From (Wave)

Enter a wave for which to display unconfirmed pick demands, or click the Lookup button to select a wave. If you want to display unconfirmed pick demands for a range of waves, enter the first wave in the range. This field is only enabled if you clear the All Waves check box.

To (Wave)

Enter the last wave in a range of waves for which you want to display unconfirmed pick demands. If you want to display unconfirmed pick demands for a single wave, you can leave this field blank. This field is only enabled if you clear the All Waves check box.

All Routes

Select this check box to display unconfirmed pick demands for all delivery routes. This check box is selected by default. Routes are defined and maintained in Fleet Delivery Route Maintenance.

From (Route)

Enter a route for which to display unconfirmed pick demands, or click the Lookup button to select a route. If you want to display unconfirmed pick demands for a range of routes, enter the first route in the range. This field is only enabled if you clear the All Routes check box.

To (Route)

Enter the last route in a range of routes for which you want to display unconfirmed pick demands. If you want to display unconfirmed pick demands for a single route, you can leave this field blank. This field is only enabled if you clear the All Routes check box.

All Created Dates

Select this check box to display unconfirmed pick demands for all created dates. This check box is selected by default.

From (Created Date)

Enter a created date for which to display unconfirmed pick demands, or click the drop-down arrow to select a created date. If you want to display unconfirmed pick demands for a range of created dates, enter the first created date in the range. This field is only enabled if you clear the All Created Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.

To (Created Date)

Enter the last created date in a range of created dates for which you want to display unconfirmed pick demands. If you want to display unconfirmed pick demands for a single created date, you can leave this field blank. This field is only enabled if you clear the All Created Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.

All BOLs

Select this check box to display unconfirmed pick demands for all bills of lading. This check box is selected by default.

BOL

Enter a bill of lading for which to confirm pick demands, or click the Lookup button to select a bill of lading. This field is only enabled if you clear the All BOLs check box.

All Products

Select this check box to display unconfirmed pick demands for all products. This check box is selected by default, and is only available if the Single-single Pick Demands Only radio button is selected.

Product Code

Enter a product code for which to confirm pick demands, or click the Lookup button to select a product code. This field is only available if the Single-single Pick Demands Only radio button is selected, and only enabled if you clear the All Products check box.

Product Name

Enter a product name for which to confirm pick demands, or click the Lookup button to select a product name. This field is only available if the Single-single Pick Demands Only radio button is selected, and only enabled if you clear the All Products check box.

Display Options (Pick Demand Type)

Select the required options to confirm pick demands in batches. Select a combination of one option each from the pick demands based on the following types:

  • Order type - Select one of the following radio buttons for single-single orders only, non single-single orders only or for both single-single and non single-single orders:

    • Single-single Pick Demands Only

    • Non Single-single Pick Demands Only

    • Both

  • Pick type - Select one of the following radio buttons for orders that have been picked into totes, orders that have not been picked into totes, or orders that have been picked both into totes and not into totes:

    • Pick Demands with Tote

    • Pick Demands without Tote

    • Both

EXAMPLE If you are using multi-order picking for non single-single orders and you want to confirm pick demands for the orders that you have picked into totes only, then select the Non Single-single Pick Demands Only and the Pick Demands with Tote radio buttons.

Export Shipping Data

Select this check box to export shipping data. This check box is selected by default.

Print Package Labels

Select this check box to print package labels. This check box is selected by default if the Print Package Labels check box is selected for the selected location on the Picking Demands tab in Location Maintenance. For more information, see Setting Up Shipping Labels. While printing labels, if you also want to print label breaks to sort the tracking and shipping labels by products, enter a label break format on the Network tab in Location Maintenance.

One Package per Pick Demand

Select this check box to pack all products for a pick demand in a single package. This check box is only available if you are using advanced packaging. This check box is selected by default if the One Package per Pick Demand check box is selected for the selected location on the Picking Demands tab in Location Maintenance. For more information, see Advanced Packaging FAQ.

Results Tab Fields and Buttons

Field or Button

Description

Pick Demands

This grid displays pick demands after you click the Show Data button in the ribbon, based on the criteria selected on the Select tab. Select the check box in the Confirm column for pick demands you want to confirm.

Note You can select the check box in the Confirm column for pick demands you want to confirm, then display pick demands for a completely different set of filter criteria, and select the check box in the Confirm column for additional pick demands you want to confirm. This allows you to select pick demands for confirmation using multiple sets of filter criteria, and then confirm all the pick demands at the same time.

Print Options Tab Fields and Buttons

Field or Button

Description

Output Option

Select one of the following output options:

  • Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant.

  • File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name.

  • Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field.

  • Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file.

  • Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.

Save Report File

Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.

Save Access Database File

Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.

Output File Type

Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.

Specify File Name

Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.

Output Directory

Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.

Output File Name

Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.

Excel Format Name

Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.

Format Maintenance

Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.

Save As Type

Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.

Include header

Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.

Delimiter

Enter a comma (,), caret (^), or vertical bar (|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.

Enclosing Character

If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.

Printer

Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.

Subject

Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.

Report File Prefix

Enter a prefix for the report file name. This field is only available if you select the Email radio button.

Add Additional Comments

Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.

Print Full Heading on All Pages

Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.

Print Title Line on All Pages

Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.

Report Language 1

Enter the first language for the report, or click the Lookup button to select a language.

Report Language 2

Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.

Horizontal Shading

Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.

Collate

Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field.

Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.

Horizontal Shading Color

Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.

Number of Copies

Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.

Process

Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance.

Note If you select the Schedule radio button, you cannot output to the screen.

Time

Enter the time to output or process, and select AM or PM.

These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Date

Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.

Task Occurs

Select one of the following options:

  • Once - Output or process at a specified date and time.

  • Every - Output or process on a recurring basis. You can select to output/process at a specific time:

    • every week on specified days

    • after a specified number of days

    • on the first or last day of each month

    • after a specified number of minutes

  • After - Output/process after a specified task is completed.

These radio buttons are only enabled if you select the Schedule radio button.

Frequency

Select one of the following:

  • Day of Week - Output or process every week on the selected days.

  • Days - Output or process after a specified number of days, starting on a specified date.

  • Month - Output or process on the first or last day of each month, starting on a specified date.

  • Time - Output or process after a specified number of minutes, starting on a specified date.

These radio buttons are only available if you select the Every radio button.

Day of Week

Select the day(s) of the week to output or process.

These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.

Repeat Every X Days

Enter a number of days after which to output or process. This field is only available if you select the Days radio button.

Repeat On

Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.

Repeat Every X Minutes

Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.

Triggering Task Id

Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.

Triggering Task Name

This field displays the name of the triggering task. This field is only available if the After radio button is selected.

Triggering Task Description

This field displays the description of the triggering task. This field is only available if the After radio button is selected.

Task Description

Enter a description of the task. This can help users understand the purpose of a recurring task.

Scheduling Assistant Queue

Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.

External Email

Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.

Screen Alert

Select this check box to display an alert when the task is completed.

Internal Email

Select this check box to send an internal Apprise email when the task is completed.

Report Files

This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:

  • Print - Select the check box in this column to output the report file.

  • Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button.

  • Report Description - This column displays the description of each report file.

  • Report Filename - This column displays the .rpt file name for each report file.

  • Report Name - This column displays the name of each report file.