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Stock is picked for shipment in the Order Picking screen.  

Use the Shipment Planner for guidance

Order picking should be guided by the Shipment Planner lookup tool in the SO No field.  The Shipment Planner lists which orders are ready to ship, prioritized by earliest required date.  Starting with the first ready to ship order, you pick stock from available locations.  After picking each order, you return to the Shipment Planner, which is now updated to reflect the sales order you just picked and the effect the transactions have on your remaining sales orders.

Use the pick list or dispatch list  

You can pick orders using the pick list or dispatch list method.

Pick List Method

The pick list is printed by clicking the Pick List button above the grid in the Order Picking screen.  The pick list includes stock quantities by location and by lot and serial number.  You print the pick list, pick the items, and then you return to the Order Picking screen to make your entries.  

Dispatch List Method

The dispatch list method works in the opposite manner.  You pick the items on the screen first, then you go to the Batch History tab and click the Dispatch button to print the dispatch list.  The dispatch list provides a listing of the items, locations, and lot and serial values that were picked.  

Using the Pre-Fill button

The Pre-Fill button can be clicked to pre-fill the remaining quantities with available stock against all items where stock is stored in a single location and a single lot or serial number.  

Picking items with lot or serial numbers

When multiple lot numbers exist, a pick quantity must be manually entered against each applicable lot number.  When multiple serial numbers exist, serial numbers must be selected, one-by-one.