Welcome to the Pick and Pack delta course for SAP Business One release 9.1. You must have a good knowledge of the Pick and Pack process in order to fully understand the contents of this course. 1
After completing this training, you will be able to: Explain the changes made in the Pick and Pack Manager Process Production Orders and Inventory Transfer Requests in the Pick and Pack Manager Generate and view pick lists directly from various documents
OEC Computers resells computers and electronic equipment to retailers in the UK. In addition, OEC Computers also assembles computers that are combined from different components like hard disks, memory cards and cases. George is the warehouse manager of OEC Computers. He and his SAP Business One consultant, have already implemented pick and pack processes in the company. Now, George wants to include the pick and pack process also for production. He would like to create a pick list for the components required for production. In addition, OEC Computers manages bin locations in their warehouse and George would like to create pick lists for transferring goods from one bin location to the other. The enhancements introduced in release 9.1 provide a solution for OEC Computer s needs.
The pick and pack enhancements introduced in 9.1 enable users to process production orders and inventory transfer requests in the Pick and Pack manager. In addition it is also possible to create and view pick lists directly from production orders and inventory transfers. The main benefits deriving from these enhancements are: Using pick lists to collect goods for production and inventory transfer. Saving time by creating inventory transfers and issue for production for a batch of documents. And also the ability to create pick lists instantly for a specific document. 4
This slide summarize the main differences between 9.0 and 9.1 in the Pick and Pack module. The main improvement introduced in 9.1, in the Pick and Pack module, is the ability to process production orders and inventory transfer request documents. This improvement also includes the ability to create inventory transfer, inventory transfer request and production order documents, in the Pick and Pack Manger, based on different document types. In addition, it is now possible to also process non-inventory item document rows in the pick and pack manager and thus creating new documents including these rows. And lastly, it is also possible to split pick list by different parameters including business partner, document data and item data. In the next slide we will cover these changes in more details but first let us see how the pick and pack process is combined with the production process. 5
In the image you can see a general description of the pick and pack process used for production at OEC Computers. Starting from 9.1, OEC Computers can generate pick lists to pick items needed for their production process. Once a day, George opens to the Pick and Pack Manager, selects the production order rows and creates pick lists. The components are then picked and taken to the shop floor area. Then, the production manager creates an Issue for Production document, from the Pick and Pack Manager, in order to withdraw the components in production from inventory. Finally, after production is complete, the production manager adds a Receipt from Production document to add the final product to inventory. Note that for items using the backflush method, the process does not include creating an Issue for Production document. 6
OEC Computers has integrated the pick and pack process for inventory transfers as well. Since OEC Computers manages bin locations in their warehouse, George issues many Inventory Transfer documents to transfer goods from one bin location to the other. When transferring items from different areas in the warehouse, George first creates Inventory Transfer Request documents and then in the Pick and Pack Manager, he selects the inventory transfer request rows and creates pick lists. George splits the pick lists by the warehouse sublevels and assigns each pick list to a warehouse employee. After the goods are picked, George creates an Inventory Transfer document in the Pick and Pack Manager, based on the picked rows from the inventory transfer request. In the next slides we will see the enhancements made in the Pick and Pack Manager to enable generating pick lists for production and inventory transfer processes. 7
We are about to view the main changes made in the Pick and Pack manager: We will see the new selection criteria window with additional options. Then, we will see the new columns added to the three pick and pack drawers. After that we will see the new options to split pick lists. And finally we will look at the new options for creating documents within the Pick and Pack Manager. 8
The pick and pack selection criteria window now includes the production orders and inventory transfer requests. You can choose one or more of the relevant document types to be included in the Pick and Pack Manager. Then you can choose additional filtering options and enter From and To values for each choice. Note that the filtering options change according to the chosen document type. Another important change is the ability to choose a user defined field (UDF) as a filter. In our business example, OEC Computers has added a UDF field to the production order to indicate which shop floor is to be used. When George wants to create pick lists for a particular shop floor, he filters the production orders by the shop floor field. Note that it is possible to choose UDF fields from all other documents chosen in the selection criteria. 9
Two new columns were added to the document rows grid of the Open, Released and Picked draws, to receive all information relevant for inventory transfer requests and production orders: The first one is the To Warehouse column, relevant for the Inventory Transfer Request document rows. The second is the Issue Method column, relevant for Production Order document rows. The Issue Method field indicates if the item is backflushed or not. This value is later used to determine if an issue for production can be created for these items. We discuss this in more detail later in the course. 10
A number of new options for splitting pick lists are available that provide additional flexibility in pick list generation. In release 9.1, you can additionally split pick lists by business partner, document type, specific document, item group and item. In our business scenario, George splits pick lists according to Document Type because this field indicates the destination for the items at the end of the picking process. For example, items from production orders are moved to the shop floor area and items from sales orders are moved to the packing area. This facilitates the process of picking and transferring items from multiple orders to the appropriate destination area simultaneously. 11
The Create button in the Pick and Pack Manager allows us to create different types of documents for selected rows in the Pick and Pack Manager and in the Pick List document In release 9.1, the Create button contains new options for creating documents. In addition to creating invoices and delivery documents it is now possible to create Inventory Transfer Request, Inventory Transfer and Issue for Production documents. In order to create new documents, you first choose the relevant document rows from the list, then choose the Create button and choose the relevant option. Once you do that, a new document is opened and all relevant data is drawn from the base document rows to the new target document. 12
We already saw there are new options for creating documents from the Create button. Different document rows can be copied to different Create option documents. The table shown here lists the options available and the base document rows that can be used to create the new document. For example, issue for production can be added based on production order rows only. The user can only choose rows that are indicated as backflush items. When trying to create new documents based on document rows that are not relevant for that type of document, the system prompts a relevant error message. The Items/ Components Transfer create option is also new in 9.1. Choosing this option generates an Inventory Transfer document. The main difference between the Items/ Components Transfer option and the Inventory Transfer option is the purpose of each created document. While the Inventory Transfer option purpose is to complete the process initiated by the inventory transfer request, the purpose of the Items/ Components Transfer option is to transfer goods to a picking area. Note that when creating an inventory transfer from any document other than inventory transfer request, the warehouse and bin location information is copied to both the from and to warehouse and bin location fields. The user can then change the content of these fields manually. 13
Up to release 9.1, you could only process document rows with inventory items in the Pick and Pack Manager. In real life, non-inventory items such as technician or support fees, often appear in sales documents. In 9.1, non-inventory item document rows lines can be processes in the Pick and Pack Manager. These document rows can be included in pick lists and can be copied to a delivery or invoice via the Create option. Note that non-inventory items cannot be cannot be copied to an inventory transfer document. 14
Generating a pick list directly from a specific document can be a quick option to handle the picking of that one document. Before release 9.1, it was possible to generate pick lists directly from only sales orders. In release 9.1 this functionality was extended to inventory transfer request, production orders and reserve invoices. Right-click the mouse on one of these documents, to open the context menu and choose one of the following options: Generate Pick List - This option generates a pick list for the open document quantity. View Pick Lists This option opens any existing pick lists related to that document. In our business scenario, George uses this option when a pick list is needed urgently instead of using the Pick and Pack Manager. After the inventory transfer request or production order is added, George generates a pick list directly from the document. All relevant data from the document is then copied to the pick list. Then he reviews the content of the pick list and adds it. 15
Here are some key points to take away from this course: Production order and inventory transfer request rows can be processed in the Pick and Pack Manager. Enhancements to the Pick and Pack Manager selection criteria allow you more options for filtering including UDFs. You have additional options for splitting pick lists in the Pick List Generation Wizard. New types of documents can be created from the Pick and Pack Manager including inventory transfer request, inventory transfer and issue for production documents. You can generate pick lists and create documents from the Pick and Pack Manager, for non-inventory item document rows. It is possible to generate and view pick lists directly from reserve invoices, inventory transfer requests and production orders.
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