Pick Demand Create and Print

If this topic is updated, review Pick Demand Reprint, Pack List Print, and Pack List Reprint.

Menu Path: Warehouse Management Images\bluerarw.gif Shipment Processing Images\bluerarw.gif Pick Demand Create and Print

Purpose

Overview

Use Pick Demand Create and Print to create pick demands for orders.

Pick Demands can be:

Pick Demand Create and Print has the following tabs:

Tab

Purpose

Selection

Specify selection and sort criteria.

Preview

View selected orders before creating pick demands. This tab is used to preview the pick demands you are creating. There is no separate preview of which pick demands are being printed or which wireless warehouse tasks will be created (if done as a separate step from creation of pick demands).

Alerts

View picking constraint alerts. This tab signals conditions that are preventing pick demands from being created, like having enough product to satisfy a customer order, but not in the right unit of measure.

Print Options

Set up pick demand print options.

Note This program allows for multiple iterations of order selection for pick demand creation. For example, you can select a specific route of orders, then go back and select an additional specific order number. There are no limitations on the number of iterations that you can perform.

A major reason for creating pick demands first and printing later is if you are using fleet delivery. Using Fleet Delivery Route Manifest Management, pick demands can be given different routes and stops to optimize delivery constraints. Then, pick demands can be printed to allow for optimal picking and loading of fleet delivery trucks.

For customers without fleet delivery considerations, creating and printing simultaneously is generally the preferred option, unless you are using wireless warehouse.

Pick demands created but not yet printed will continue to add pick demand lines until printed.

Pick demand lines get created using a product/location’s assigned pick method, or the location’s default pick method (if not assigned for a product/location).

Every time a pick demand is printed, a unique pick batch number is assigned to all printed pick demands. This is useful for pick demand reprinting (jammed printers, low toner, etc.) and to review alerts. To more efficiently pick one-line-item pick demands, these pick demands can optionally be printed at the beginning or end of a print batch. For information on setting this up, see Zone Maintenance.

For more information on pick demands, see Pick Demand Logic FAQ.

Note After a pick demand has been printed, it is flagged as printed and can only be reprinted using Pick Demand Reprint.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Pick Demand Create and Print window.

Show Data

Click this button to refresh data on the Preview or Alerts tab without creating or printing pick demands. This button is only available if you click the Selection or Alerts tab.

Select All

Click this button to select the check box in the Create column for all rows in the Preview grid. This button is only available if you click the Preview tab.

Deselect All

Click this button to clear the check box in the Create column for all rows in the Preview grid. This button is only available if you click the Preview tab.

Print

Click this button to create and/or print all pick demands that meet the selected criteria on the Selection tab.

Print Selected

Click this button to create and/or print all pick demands for which the check box is selected in the Create column in the Preview grid. You cannot use this button if you are outputting to Scheduling Assistant.

Bill of Lading

Click this button to display Bill of Lading Inquiry, which allows you to view information for a bill of lading. This button is only available if you click the Preview tab.

Product/Order

Click this button to display Product / Style Order Inquiry, which allows you to view orders for a selected product. This button is only available if you click the Preview tab.

Order

Click this button to display Customer Order Inquiry, which allows you to view orders for a customer. This button is only available if you click the Preview tab.

Pallet

Click this button to display Pallet Maintenance. This button is only available if you click the Preview tab.

Customer Backorder

Click this button to display Customer Backorder Allocate, which allows you to view customer backorders. This button is only available if you click the Preview tab and only enabled if you select the Order or Line radio button.

Product Backorder

Click this button to display Product Backorder Allocate, which allows you manually release available products to back orders. This button is only available if you click the Preview tab and only enabled if you select the Line radio button.

Future

Click this button to display Automatic Future Order Allocate. This button is only available if you click the Preview tab and only enabled if you select the Order or Line radio button.

Reallocate

Click this button to display Order Allocation Management, which allows you to reallocate inventory to sales orders when there is not enough available inventory to fill all orders. This button is only available if you click the Preview tab and only enabled if you select the Line radio button.

Order (Notes)

Click this button to display Notes Entry, which allows you to view notes for an order. This button is only available if you click the Preview tab and only enabled if you select the Order or Line radio button.

Customer (Notes)

Click this button to display Notes Entry, which allows you to view notes for a customer. This button is only available if you click the Preview tab and only enabled if you select any of the display-level options other than Truck.

Order (Remarks)

Click this button to display Remark Entry, which allows you to view or enter remarks for an order. This button is only available if you click the Preview tab and only enabled if you select the Order or Line radio button.

Customer (Remarks)

Click this button to display Customer Standard Remark Maintenance, which allows you to view or enter remarks for a customer. This button is only available if you click the Preview tab and only enabled if you select any of the display-level options other than Truck.

Bill of Lading

Click this button to display Remark Entry, which allows you to view or enter remarks for a bill of lading. This button is only available if you click the Preview tab.

Routing Interface Export

Click this button to display Routing Interface Pick Demand Export, which allows you to export pick demand information to third-party routing software. This button is only available if you have set up a routing interface in Routing Interface Maintenance.

Routing Interface Import

Click this button to display Routing Interface Pick Demand Import, which allows you to import pick demand information from third-party routing software. This button is only available if you have set up a routing interface in Routing Interface Maintenance.

Customer

Click this button to display Customer Maintenance, which allows you to view and update customer information. This button is only available if you click the Preview tab and only enabled if you select any of the display-level options other than Truck.

Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.

Reprint

Click this button to display Alert Report Printing, which allows you to reprint alert reports. This button is only available if you click the Alerts tab.

Recreate Pick Demands

Click this button to fill in the Selection tab with relevant alert types and recreate pick demands for the quantities on the alert. This uses the same original warehouse wave for pick demands that initiated the alert for consistency. This button is only available if you click the Alerts tab.

Related Demands

Click this button to display Related Tasks for Pick Demand Alerts, which allows you to track what has been done on an order line. Click this button if you clicked the Manual Replenish button to create a task for an alert. You can see what you have done and what stage this move is in so you do not end up moving the same product more than once. This button is only available if you click the Alerts tab.

Manual Replenish

Click this button to display Inventory Bin Move Demand Create, which allows you to create a bin move demand for a selected No Pick Bin or U/M Break alert. After you do this, inventory is allocated for the move and the demand must be confirmed in Wireless Warehouse or in Inventory Bin Move Confirm and Cancel. This button is only available if you click the Alerts tab.

Generate Bin Moves

Click this button to create pick alert move demands for alerts in the selected alert batch generated because no pick bin was available. This button is only available if you click the Alerts tab. If you click this button, you are asked to confirm that you want to create pick alert move demands. If you click the Yes button, the software attempts to automatically create the pick alert move demands.

Note Pick alert move demands are used to move products to the primary pick bin for the unit of measure of the product/location (or the primary pick bin for the product/location if a primary pick bin is not set up for the unit of measure). Pick alert move demands are only generated if the primary pick bin is in the selected zone, product is in a bin from which it cannot be picked, the primary pick bin is set up for the product/location, and there are not existing bin move demands for the product.

If the demands are created successfully, you are asked if you want to print the demands. Click the Yes button to display Inventory Bin Move Report, which allows you to print the pick alert move ticket and the Bin Move Summary Report.

If the demands are not created successfully, you are asked if you want to print the Bin Move Summary Report. Click the Yes button to display Inventory Bin Move Report, which allows you to print the Bin Move Summary Report that provides information on why the bin move demands were not created.

Note Pick alert move demands may be generated to move product for several pick demands if possible. The software attempts to pick in the most efficient method possible (from the fewest number of bins).

Fields and Buttons

Field or Button

Description

Shipping Location

Enter the shipping location prefix or name for the pick demands, or click one of the Lookup buttons to select a shipping location prefix or name. The location defaults from the location entered in the Shipping Location field in User Extended Options.

Selection Tab Fields and Buttons

Field or Button

Description

All Zones to Print

Select this check box to print pick demands for all zones. This defaults from Location Maintenance for the selected shipping location.

Note This check box does not affect the creation of pick demands, only the printing.

Zone

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

List (Zones)

Click this button to display Zone List, which allows you to select specific zones for which to print pick demands. This button is only enabled if you clear the All Zones to Print check box. If you click this button and select zones, the check box to the right of the button is selected.

Create by Zone

Select this check box to create a pick demand only for the specific zone entered in the Zone field. This check box is only enabled if the All Zones to Print check box is cleared. This defaults from Location Maintenance for the selected shipping location.

Alert Filter

Select this check box to print/create wireless warehouse tasks for some pick demands based on what is fully ready and hold the ones that have an alert.

All Pick Groups

Select this check box to create and/or print pick demands for all pick groups. This check box is selected by default. A pick group is the grouping of products for pick demand creation purposes only; depending on the nature of your products and warehouse logistics, you may want to create pick demands for certain groups of products independently from other groups of products.

Group

Enter a pick group for which to create and/or print pick demands, or click the Lookup button to select a pick group. This field is only enabled if you clear the All Pick Groups check box.

All Order Pick Groups

Select this check box to create and/or print pick demands for orders for which any pick groups are associated. This check box is selected by default.

Group (Order)

Enter a pick group selected on orders for which to create and/or print pick demands, or click the Lookup button to select a pick group. This field is only enabled if you clear the All Order Pick Groups check box.

Customer Filter

Select whether to filter by customer code, billing customer code, customer name, or billing customer name.

All Customer Codes/All Billing Customer Codes/All Customer Names/All Billing Cust Names

Select this check box to create and/or print pick demands for all customer codes, billing customer codes, customer names, or billing customer names. This check box defaults from the selected shipping location.

From (Customer Code/Billing Customer Code/Customer Name/Billing Customer Name)

Enter the first customer code, billing customer code, customer name, or billing customer name in a range of customers for which to create and/or print pick demands, or click the Lookup button to select a customer code, billing customer code, customer name, or billing customer name. This field is only enabled if you clear the related check box.

To (Customer Code/Billing Customer Code/Customer Name/Billing Customer Name)

Enter the last customer code, billing customer code, customer name, or billing customer name in a range of customers for which to create and/or print pick demands, or click the Lookup button to select a customer code, billing customer code, customer name, or billing customer name. This field is only enabled if you clear the related check box.

Number

Select whether to filter by order number, bill of lading number, or customer purchase order number.

All Orders/All BOLs/All Custs PO #

Select this check box to create and/or print pick demands for all orders, bills of lading, or customer purchase orders.

From (Order Number)

Enter the first order number in a range of orders for which to create and/or print pick demands, or click the Lookup button to select an order number. This field is only enabled if you clear the All Orders check box.

To (Order Number)

Enter the last order number in a range of orders for which to create and/or print pick demands, or click the Lookup button to select an order number. This field is only enabled if you clear the All Orders check box.

BOL #

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

PO #

Enter a purchase order number for which to create and/or print pick demands, or click the Lookup button to select a purchase order number. This field is only enabled if you clear the All Custs PO # check box.

Order Type

Select whether to create pick demands or order staging demands for single-single orders, orders that are not single-single orders, or both single-single orders and orders that are not single-single orders.

NOTE An order containing one fixed kit product is not categorized as a single-single order.

EXAMPLE You are picking for many direct-to-consumer single-single orders, and you don't want to pick for larger customers at the same time. In this case, select the Single-single Orders radio button.

All Required Dates

Select this check box to create and/or print pick demands for all required dates. This check box is selected by default if the All Dates check box is selected in Location Maintenance for the selected shipping location.

From (Required Date)

Enter the first required date in a range of required dates for which to create and/or print pick demands, or click the drop-down arrow to select a required date. If a date is entered in the Date from field in Location Maintenance for the selected shipping location, that date is entered by default. This field is only enabled if you clear the All Required Dates check box. If you are outputting pick demands via Scheduling Assistant, you can select a virtual date for this field.

To (Required Date)

Enter the last required date in a range of required dates for which to create and/or print pick demands, or click the drop-down arrow to select a required date. If a date is entered in the Date to field in Location Maintenance for the shipping location, that date is entered by default. This field can be left blank if you want to only create/print pick demands for a specific date entered in the From field. You can also enter TODAY or NEXT BUSINESS DAY as defined in Business Calendar Day Maintenance. This field is only enabled if you clear the All Required Dates check box. If you are outputting pick demands via Scheduling Assistant, you can select a virtual date for this field.

All Shippers

Select this check box to create and/or print pick demands for all shippers. This check box defaults from the selected shipping location.

Shipper ID

Enter a shipper ID for which to create and/or print pick demands, or click the Lookup button to select a shipper ID. This field is only enabled if you clear the All Shippers check box.

List (Shippers)

Click this button to display Shipper List, which allows you to select specific shippers for which to print pick demands. This button is only enabled if you clear the All Shippers check box. If you click this button and select shippers, the check box to the right of the button is selected.

All Sales Locations

Select this check box to create and/or print pick demands for all sales locations.

Prefix

Enter a sales location prefix for which to create and/or print pick demands, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box.

Name

Enter a sales location name for which to create and/or print pick demands, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box.

All Cust. Pick Groups

Select this check box to create and/or print pick demands for all customer pick groups.

Group

Enter a customer pick group for which to create and/or print pick demands, or click the Lookup button to select a customer pick group. This field is only enabled if you clear the All Cust. Pick Groups check box.

All Order Classes

Select this check box to create and/or print pick demands for all order classes.

Class

Enter an order class for which to create and/or print pick demands, or click the Lookup button to select an order class. This field is only enabled if you clear the All Order Classes check box.

List (Order Classes)

Click this button to display Order Class List, which allows you to select specific order classes for which to print pick demands. This button is only enabled if you clear the All Order Classes check box. If you click this button and select order classes, the check box to the right of the button is selected.

All Warehouse Waves

Select this check box to create and/or print pick demands for all warehouse waves. This check box is only enabled if you clear the Create Pick Demands check box on the Print Options tab.

Wave

Enter a warehouse wave for which to create and/or print pick demands, or click the Lookup button to select a warehouse wave. This field is only enabled if you clear the All Warehouse Waves check box.

All Pallets

Select this check box to create and/or print pick demands for all pallets. This check box is only available if you select the BOL # radio button.

Tag #

Enter a pallet tag number for which to create and/or print pick demands, or click the Lookup button to select a pallet tag number. This field is only enabled if you clear the All Pallets check box.

Minimum % Allocated

Enter a percentage to limit whether a pick demand can be created for a sales order line item based on the allocated quantity of the line item.

Example You enter 40 in this field. If an order line item is for 10 of product A, and only 3 are allocated, a pick demand is not created because only 30% of the line item is allocated.

NOTE The software does not include inventory adjusted quantities in this calculation.

Minimum Open Amount

Enter an amount to limit whether a sales order can be converted to pick demands based on the remaining open amount.

All Waves

Select this check box to create and/or print pick demands for all fleet delivery waves. Waves are sorted by wave sequence. This check box defaults from the selected shipping location.

Wave

Select a wave for which to create and/or print pick demands. This grid is only enabled if you clear the All Waves check box. To select multiple waves, hold down the Ctrl key and click each wave. To select a range of waves, hold down the Shift key and click the starting and ending wave.

All Routes

Select this check box to create and/or print pick demands for all fleet delivery routes. Routes are sorted by route sequence. This check box defaults from the selected shipping location.

Route

Select a fleet delivery route for which to create and/or print pick demands. This grid is only enabled if you clear the All Routes check box. To select multiple routes, hold down the Ctrl key and click each route. To select a range of routes, hold down the Shift key and click the starting and ending route.

Preview Tab Fields and Buttons

Field or Button

Description

Display Level

Select one of the following hierarchical levels upon which to view proposed orders ready to be converted to pick demands.

  • Truck

  • BOL (Stop)

  • Pallet

  • Order

  • Line

Note For Order and Line hierarchy levels, to select a range of rows, click the starting row, hold the Shift key, and then click the ending row.

This defaults based on the option selected for the selected shipping location for the Default Preview Level field in Location Maintenance.

Note You can use the up and down arrow buttons to scroll up or down these hierarchical levels.

Display

Select All or Related. If you are drilling down into a specific order for instance, Related is selected. It is then only showing you order lines for this order/pallet/bill of lading combination. If you select All, all order lines for all selected criteria are displayed. If you select Related, only lines are displayed for the given criteria on the browse levels above it.

Preview

This grid displays truck, bill of lading, pallet, order, or order line information. The columns in this grid change based on the selected display level. To create a pick demand for a line, select the check box in the Create column (this column is always present, regardless of the selected display level).

Note If you are doing multiple iterations using the Selection tab, only those rows for which the check box is selected in the Create column are saved for future iterations. A row for which the check box is cleared in the Create column is cleared out when you click the Show Data button in the ribbon on the Selection tab.

Weight

This field displays the total weight of records displayed in the Preview grid. The unit of measure for the weight is the unit of measure entered in the Order Weight U/M field on the Order Entry tab in Customer Service Control Maintenance.

Cube

This field displays the total volume of records displayed in the Preview grid. The unit of measure for the volume is the unit of measure entered in the Order Volume U/M field on the Order Entry tab in Customer Service Control Maintenance.

Amount

This field displays the total monetary amount of records displayed in the Preview grid.

Show Only Fully Allocated Ship Complete Orders

Select this check box to only include records for fully allocated ship complete orders in the Preview grid.

Suppress Items with Zero Qty Available

Select this check box to only include records in the Preview grid for which one or more units is available for picking.

Alerts Tab Fields and Buttons

Field or Button

Description

Pick Alert Batch

Enter a pick alert batch, or click the Lookup button to select a pick alert batch. A pick alert batch is assigned after a pick or print run has alert records. It will contain the entire alert report so you can go back and review it at a later time. 

Example If pick demands are printed resulting in an alert report, this will be alert batch 1.  If you do it again, it is alert batch 2.  You can now look at either of them or reprint either of them.

Alerts

This grid displays pick alert information. For more information, see Pick Alerts.

Reason Code Sort Order

This grid displays the order of alert reason codes and defaults from Location Maintenance for the selected shipping location. Click the arrow buttons to rearrange the sort order of alert reason codes.

Print Options Tab Fields and Buttons

Field or Button

Description

Print Pick Demands

Select this check box to print pick demands. This defaults from the selected shipping location. The printer selected will come from the zone, shipping location, or the user’s default printer

Create Pick Demands

Select this check box to create pick demands. This defaults from the shipping location selected.

Hold Pick Demand Print If Order Has Pick Alert

Select this check box if you don’t want to print pick demands for orders that have an associated pick alert. This check box is only enabled if you select the Print Pick Demands check box. This check box is selected by default if the Hold Pick Demand Print If Order Has Pick Alert check box is selected for the location in Location Maintenance.

Override Zone Printers

Select this check box to print pick demands to the printer specified in the Printer field instead of the printer specified for each zone. This check box is selected by default, and is only available if the Printer radio button is selected.

WMS Export Method

Click the Lookup button to select one of the following WMS export method options:

  • API - Do not export pick demand data to a WMS. The pick demand data will be exported to a WMS using an API.

  • No - Do not export pick demand data to a WMS.

  • WMS - Export pick demand data to a WMS using Apprise.

This field is only available if the location is set up to use an external WMS, and if you are allowed to change the export method for pick demands.

Print Pick Labels

Select this check box to print pick labels only for the specific zone entered in the Zone field on the Selection tab. This defaults from the zone selected. The label printer will also default from the zone selected. For a list of available output fields, see Picking Label Output Fields.

Print Summary Report

Select this check box to print a summary of all pick demands printed. This works only if the Print Pick Demands check box is selected. This defaults from the selected zone (if one is selected), or the location.

This summarizes the details of a pick batch, sorted and summarized by product code and recommended bin. You can use the summary report to move products to a staging area. You can then perform picking from the staging area. This saves you from having to pick products from bins for each pick demand. However, if you use this method, you are not actually tracking the inventory being moved to the staging area in the software. For information on how to accurately record staged picking, see Staged Picking Process Flow.

The report prints to the zone default printer (if one is set up and you are printing for a specific zone). If the zone default printer is not set up or you are not printing for a zone, the report prints to the location default printer. If this is also not set up, the report prints to the default printer for your computer.

Pre Build Cartons

Select this check box to prebuild cartons. This check box is only enabled if you select the Print Pick Demands check box, and if the selected location is not set up to process EDI warehouse shipping orders/advices.

Allow Over Allocations

Select this check box to allow picking for over allocated products (products for which there is inventory in the warehouse, but the inventory is not in the picking or bulk pick bin). If this check box is selected and an over allocation occurs for an order line item, a pick alert is generated. The zone can be set up to automatically generate bin replenishment tasks for the pick alerts so that products can be quickly replenished. This check box is selected by default if the Allow Over Allocations check box is selected for the location in Location Maintenance.

EXAMPLE An order is created for 20 units of product A. 15 units are in the primary pick bin, and 5 units are in a replenishment bin from which picking is not allowed. If this check box is selected, 1 pick demand line item is created for picking 20 units from the primary pick bin (5 units are over allocated). The zone can be set up to automatically create the bin replenishment demand.

Skip Printing Pick Demand for WMS

Select this check box to not output pick demands when exporting pick demands to the WMS. This check box is only available if the location is set up to use an external WMS. This check box is selected by default if the Skip Printing Pick Demand for WMS check box is selected for the location on the WMS tab in Location Maintenance.

Break by

Select whether to divide the summary report by product, customer, or bill of lading. This radio set is only enabled if you select the Print Summary Report check box.

Process EDI Warehouse Shipping Orders

Select this check box to generate EDI warehouse shipping orders, which you can use to inform a third-party logistics warehouse of quantities to ship. This check box is only enabled if the Print Pick Demands check box is selected, and if the selected location is set up to process EDI warehouse shipping orders/advices. For more information on EDI warehouse shipping orders/advices, see EDI Forms.

Create Order Staging By Bin

Select this check box to sort order staging demands by bin. If this check box is cleared, order staging demands are sorted by product. This check box is only available if you select Order Staging Demands for the Selected Print Options field.

Merge Picking Tasks

Select one of the following options:

  • Zone Based - This option is selected by default. The system determines whether to merge or not merge picking tasks for the zone, based on the settings in Zone Task Options.

  • No - If you want to override the default zone setting to not merge picking tasks, select this option.

Selected Print Options

Select one of the following options:

  • Pick Demands - Print pick demands and/or create wireless warehouse picking tasks. Use this option if you want to pick directly from bins where products are typically stored.

  • Order Staging Demands - Create staging tasks to do bin moves on inventory for orders. Use this option if you want to move products first to a staging area before picking them to fill orders. Higher units of measure are automatically broken down into smaller units of measure during order staging. For more information, see Staged Picking Process Flow.

  • Pick Staged Order Demands - Create pick demands from order staging demands. Use this option only if you first have created order staging demands. For more information, see Staged Picking Process Flow.

Pick Demand Sort

Select one of the following pick demand sort options:

  • Customer PO #

  • Customer/Shipto#

  • Master BOL/BOL Stop

  • Master BOL/Reverse Stop

  • Pick Demand #

  • Route/Reverse Stop

  • Route/Stop

This defaults from the selected shipping location.

Line Item Sort

Select one of the following line item sort options:

  • Pick Sequence

  • Product Name

  • Bin Sequence - If this is selected and bin sequences are not set up (or are the same for all bins), line items are sorted by bin name.

This defaults from the selected shipping location.

Package Laydown Bin

Enter a package laydown bin if you are using Wireless Warehouse, or click the Lookup button to select a package laydown bin. For more information, see Laydown Bin FAQ. This field is only available if you select Pick Demands or Pick Staged Order Demands for the Selected Print Options field.

Stage Orders To Bin

Enter a staging bin if you are performing staged picking, or click the Lookup button to select a staging bin. This bin must be in a zone that is different from the zone from which the inventory will be picked. This field is only available if you select Order Staging Demands for the Selected Print Options field.

NOTE You can leave this field blank if you want to allow Wireless Warehouse users to select a staging bin.

Auto Create Pick Demands

Select this check box to automatically create pick demands for staged orders. This check box is only available if you select Pick Staged Order Demands for the Selected Print Options field.

Secondary Line Item Sort

Select a secondary line item sort option. This defaults from the selected shipping location. You can select one of the following sort options:

  • Product Name

  • Bin Sequence - If this is selected and bin sequences are not set up (or are the same for all bins), line items are sorted by bin name.

  • Product Code

Note If you select the Product radio button for the Line Item Sort option, you can only select Bin Sequence. If you select the Bin Sequence radio button for the Line Item Sort option, you can only select Product Code or Product Name.

Auto Create by

This indicates the method used to automatically create pick demands. This radio button is only available if you select the Auto Create Pick Demands check box.

Output Option

Select one of the following output options:

  • Screen - Output to a PDF so you can immediately view the pick demands.

  • 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 pick demands 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.

NOTE Additional information is included when you output to Excel, such as the Wireless Warehouse task ID for each pick demand.

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

This check box is disabled in this window, and is only available if you select the File radio button.

Output Directory

Enter the location for the output pick demands, or click the Lookup button to navigate to and select a location.

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 enabled if you select Printer as the Output Option. This field defaults to the default printer for the location, or if you are printing for a specific zone, to the default printer for the zone. For more information on setting up the default printer for pick demands, see Printer Selection FAQ.

NOTE To use a printer specified in this field instead of the default zone printer, select the Override Zone Printers check box.

Subject

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

Report File Prefix

Enter a prefix for the pick demands 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 pick demands. 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 pick demands on all pages of the pick demands. 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 pick demands title, page number, and printed date/time on all pages of the pick demands. 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.

Horizontal Shading

Select this check box to include horizontal shading on alternate lines of the pick demands to make it easier to read the 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 pick demands. This Lookup button is only enabled if you select the Horizontal Shading radio button.

Number of Copies

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

Process

Select whether the pick demands or the order staging demands are run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the process occurs. 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.

If you print pick or shipping labels using Scheduling Assistant, label software and drivers must be set up on the computer that runs Scheduling Assistant.

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 pick demands, 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.

Picking Label Output Fields

When picking labels are selected, data is output to a comma-delimited text file for every pick demand line. Third-party labeling software is used to design custom labels to print any of the following fields: