Menu Path: Warehouse Management Reports Shipping Order Pick Planning Report
Output a report of orders that need to be picked.
Use Order Pick Planning Report to create a report that lists order information so you can plan for future picking.
You can filter the report to only include orders for a specific:
Customer code range
Customer name range
Sales location
Shipping location
Sales order ID range
Required date range
The report includes the following information for each order:
Customer code and name
Ship-to address
Customer purchase order number
On hold status
EDI review status
Order number
Products
Quantity on hand for each line item
Required date
Cancel after date
Order date
Quantity ordered
Unit of measure
Weight
Weight unit of measure
Volume
Volume unit of measure
Weight allocated
Volume allocated
Button |
Description |
Exit |
Click this button to close the Order Pick Planning Report window. |
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Click this button to display, output, email, or print the report. |
Field or Button |
Description |
Select this check box to include orders from all customers on the report. This check box is selected by default. |
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Select whether you want to specify customer codes or customer names for the report. These radio buttons are only enabled if you clear the All check box. |
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Enter the first customer code or name in a range of customer codes or names to include on the report, or click the Lookup button to select a customer code or name. This field is only enabled if you clear the All check box. |
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Enter the last customer code or name in a range of customer codes or names to include on the report, or click the Lookup button to select a customer code or name. This field is only enabled if you clear the All check box. |
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Enter the sales location prefix for sales orders to include on the report, or click the Lookup button to select a location prefix. |
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Enter the sales location name for sales orders to include on the report, or click the Lookup button to select a sales location name. |
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Enter the shipping location prefix for sales orders to include on the report, or click the Lookup button to select a shipping location prefix. |
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Enter the shipping location name for sales orders to include on the report, or click the Lookup button to select a shipping location name. |
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Select this check box to include all sales order numbers on the report. This check box is selected by default. |
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Enter the first sales order number in a range of sales order numbers to include on the report. This field is only available if you clear the All Sales Orders check box. |
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Enter the last sales order number in a range of sales order numbers to include on the report. This field is only available if you clear the All Sales Orders check box. |
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Enter the first required date in the range of required dates to include on the report, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last required date in the range of required dates to include on the report, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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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 |
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Specify File Name |
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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 |
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Excel Format Name |
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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 |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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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 |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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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 |
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Number of Copies |
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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 |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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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 |
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Screen Alert |
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Internal Email |
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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:
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