Inventory Pick SP - Process

Process flow

The Inventory Pick SP process (also known as sequential picking) supports the pick and shipment process in the warehouse based on an inventory pick document generated in advance in Microsoft Dynamics 365 Business Central. After selecting an Inventory Pick document, the system presents each available line to handle in sequential order. Next, if the item is tracked, enter the Lot and/or serial number. Optionally, depending on the location setup, enter a bin.

Lastly, enter the quantity to handle. If the quantity to handle is less than the expected quantity to pick, the system splits the line, creating a new line with the quantity equal to the original outstanding quantity minus the quantity to pick.

Finally, the system posts the pick document, which is reflected on the source document.

Steps

The Inventory Pick SP process presents the pick lines in sequential order, rather than having the warehouse worker scan items one by one. The user can move back and forth through the lines and handle the required lines.

Make sure you have already set up the prerequisitesfor this process.

1. Select the Inventory Pick SP menu button.

   

2. The next page appears. Enter the Inventory Pick number that was created, or use F6=Lookup to select it from a list. Press F4=OK to confirm.

   

3. The system presents the first line available for picking. Use F8=Previous Line and F9=Next Line to move through the pick lines.

   

4. Enter a bin code where the items will be stored. The suggested bin comes from the pick line. Use F6=Lookup to view a list of bins. Continue by pressing F4=OK. Only bins with the scanned item are displayed.

   

5. Enter the quantity to handle (for example, six, make sure it is more than the total quantity) and press F4=OK.

   

6. Enter the total quantity (for example, three) and press F4=OK to confirm.

   

7. The process handles the quantity entered and moves to the next available line.

   

8. The next step asks for a Lot Number. Use F6=Lookup to select an available lot, then confirm with F4=OK.

   

9. Confirm the suggested bin code with F4=OK to go to the next step, or select a bin code from the list with F6=Lookup.

   

10. Enter the quantity to handle in this step. Enter a quantity that is less than the Quantity outstanding (for example, two). Confirm with F4=OK.

    

11. By pressing F4=OK, the system updates the Inventory Pick line in Microsoft Dynamics 365 Business Central.

    Note
    To see the result in D365 BC, go to Warehouse > Goods Handling > Order by Order > Inventory Picks and select Edit on your pick. There are now two lines for item 80216.

    The first line: the Bin Code, Lot No., and Qty. To Handle are populated. The Quantity changed from four to two.

    The second line: all data is copied from the first line, but the Qty. To Handle is reset to 0 and the Quantity is filled with the original quantity minus the Qty. to Handle of the first line.

    What actually happens is the execution of the Split Line function in the mobile process while updating the Qty. to Handle on the Pick document line.

    

12. Repeat steps 8–11 to handle the remainder for the second item.

13. After the second line is fully handled, the process moves to the third item in the pick.

    

14. The last item is serial number tracked, so a separate line exists for each item. Enter an available serial number or select one with F6=Lookup and continue with F4=OK.

    

15. Enter the bin code in the following step and confirm again with F4=OK.

    

16. Repeat steps 13–15 to update the last line.

17. No quantity to handle is requested because it is fixed at one for serial tracked items. The system updates the pick in Microsoft Dynamics 365 Business Central.

    Note
    To see the result in D365 BC, go to Warehouse > Goods Handling > Order by Order > Inventory Picks and open your inventory pick.

    Select Edit to view the updated lines.

    

18. If there are no more lines to handle, the following page appears. Press F7=Post to schedule the inventory pick to be posted via the job queue, or press F2=Menu to return to the main menu.

    

19. The process returns to the first step, while in the background the inventory pick is being posted.

    

    Note
    To see the result in D365 BC, go to Warehouse > Planning & Operations > Posted Documents > Posted Invt. Pick.